2026-06-16T16:00:23-05:00 2025-09-30 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 40 WESTMINSTER STREET SUITE 600 PROVIDENCE RI 02903 990 2024-10-01 223031765 ONWARD WE LEARN ONWA 4018545500 134 THURBERS AVE NO 111 PROVIDENCE RI 02905 ANDREW BRAMSON PRESIDENT & CEO 4018545500 2026-06-16 1 1 EVA MRUK P00543254 4016216200 2026-06-16 2024 2025-03-06 01:10:19Z ANDREW BRAMSON 134 THURBERS AVE NO 111 PROVIDENCE RI 02905 7223366 0 X WWW.ONWARDWELEARN.ORG X 1989 RI ONWARD WE LEARN IS A COLLEGE ACCESS AND SUCCESS ORGANIZATION IN RHODE ISLAND. 13 13 100 16 0 0 5689101 6079556 0 0 850908 613024 0 514 6540009 6693094 816139 814417 0 0 3758774 3991051 0 0 2229 1417894 1714296 5992807 6519764 547202 173330 10986963 12341685 984872 1761302 10002091 10580383 X WE AT ONWARD WE LEARN PREPARE AND INSPIRE YOUNG PEOPLE IN RHODE ISLAND TO BECOME THE FIRST IN THEIR FAMILIES TO ATTEND AND COMPLETE COLLEGE. 0 0 1456433 0 0 ONWARD WE LEARN ADVISORY:EACH YEAR, THE ORGANIZATION RECRUITS A NEW CLASS OF STUDENTS ACROSS THE MIDDLE SCHOOL GRADES (6-8) AND PROVIDES THEM WITH ONGOING SERVICES THROUGH THEIR FIRST YEAR OF COLLEGE. SERVICES INCLUDE COACHING AND MENTORING SERVICES, WHICH ARE DELIVERED BY 30 ADVISORS WHO OPERATE IN 40 MIDDLE SCHOOLS AND HIGH SCHOOLS AND AT THE STATE'S THREE PUBLIC COLLEGES AND UNIVERSITIES. WE ALSO PROVIDE DOZENS OUT-OF-SCHOOL PROGRAMS TO STUDENTS THAT FOCUS ON ACADEMIC ENRICHMENT, SOCIAL AND EMOTIONAL DEVELOPMENT, CAREER EDUCATION, AND POSTSECONDARY PREPARATION. ONWARD WE LEARN ADVISORS WORK CLOSELY WITH STUDENTS TO HELP IDENTIFY AND CONSIDER THE POSTSECONDARY PATHWAY THAT IS THE BEST FIT FOR THEM AND WORKS WITH YOUNG PEOPLE TO IDENTIFY SCHOLARSHIPS AND OTHER RESOURCES TO MAKE POSTSECONDARY EDUCATION AFFORDABLE. 814417 814417 0 SCHOLARSHIP PROGRAM:IN FY 2025, WE PROVIDED $814,417 FOR SCHOLARSHIPS TO 604 STUDENTS TO SUPPORT POSTSECONDARY SUCCESS. THESE RESOURCES WERE CRITICAL TO SUPPORTING COLLEGE PERSISTENCE AND COLLEGE COMPLETION EFFORTS. IN CONJUNCTION WITH THESE SCHOLARSHIP RESOURCES, INDEPENDENT RESEARCHERS STUDYING ONWARD WE LEARN DISCOVERED THAT ONWARD WE LEARN GEAR UP PARTICIPANTS IN RHODE ISLAND WERE 48% MORE LIKELY THAN THEIR CLOSELY MATCHED PEERS TO EARN A COLLEGE CREDENTIAL WITHIN SIX YEARS OF EXPECTED HIGH SCHOOL GRADUATION. ACROSS EVERY MAJOR MILESTONE ON-TIME GRADE PROGRESSION, HIGH SCHOOL GRADUATION, COLLEGE ENROLLMENT, AND COLLEGE COMPLETION ONWARD WE LEARN GEAR UP PARTICIPANTS SIGNIFICANTLY OUTPERFORMED COMPARISON STUDENTS. ONWARD PROGRAM OUTCOME REVEALED PARTICULARLY STRONG IMPACTS FOR LOW-INCOME, BLACK, AND HISPANIC STUDENTS, AND FOR STUDENTS WITH LOWER ACADEMIC PROFICIENCY OR BEHAVIORAL RISK FACTORS. ONWARD WE LEARN'S LARGEST CUMULATIVE GAINS OCCURRED BECAUSE FEWER STUDENTS "FELL OFF" AT KEY TRANSITION POINTS FROM 6TH GRADE THROUGH POSTSECONDARY EDUCATION. 133561 0 0 ONWARD WE LEARN FAFSA STUDENT SUPPORT: ONE OF THE MOST IMPORTANT MILESTONES IN THE ONWARD WE LEARN PROGRAM IS A STUDENT'S SUBMISSION OF THE FAFSA FORM (FREE APPLICATION FOR FEDERAL STUDENT AID). FAFSA COMPLETION IS PREDOMINANTLY A 12TH GRADE ACTIVITY, BUT IT IS OFTEN DISCUSSED AND HIGHLIGHTED THROUGHOUT THE HIGH SCHOOL EXPERIENCE. IN FY 2025, ONWARD SUPPORTED THE COMPLETION NEARLY 400 FAFSA FORMS. THIS INCLUDED AN 84% FAFSA COMPLETION RATE. ONWARD WE LEARN CONTINUED TO BE A STATEWIDE LEADER IN FAFSA SUPPORT AND SUPPORTING ALL TYPES OF FAMILIES WHO HAVE CHALLENGES IN NAVIGATING THE FINANCIAL AID SYSTEM. 2836146 0 0 THE SUCCESS OF THE ORGANIZATION'S PROGRAM PRIMARILY LIES IN OUR SEAMLESS SYSTEM OF STEADY ADULT SUPPORT FOR STUDENTS FROM GRADE 6 TO HIGH SCHOOL GRADUATION. WE PLACE A TEAM OF 25 FULL-TIME MIDDLE SCHOOL AND HIGH SCHOOL ADVISORS IN 35 SCHOOLS IN OUR TARGET DISTRICTS THROUGHOUT THE ACADEMIC YEAR TO PERSONALIZE THE COLLEGE-BOUND EXPERIENCE FOR THE STUDENTS IN OUR PROGRAMS. THESE ADVISORS FORGE RELATIONSHIPS WITH STUDENTS, ENCOURAGE THEM TO PURSUE HIGH ACADEMIC GOALS AND RUN VARIOUS AFTER-SCHOOL, WEEKEND, AND SCHOOL VACATION AND SUMMER PROGRAMS TO MEET STUDENTS' ACADEMIC, PERSONAL AND SOCIAL DEVELOPMENT, COLLEGE READINESS AND CAREER EXPLORATION NEEDS. ADVISORS ARE A DIVERSE GROUP OF YOUNG PROFESSIONALS WHO UNDERSTAND THE CHALLENGES THAT YOUNG PEOPLE AND DISADVANTAGED COMMUNITIES FACE, SINCE MANY OF THEM ARE ALUMNI OR COME FROM RHODE ISLAND'S URBAN COMMUNITIES. 2836146 0 0 5240557 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 100 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X SUSAN MANSOLILLO 4018545500 134 THURBERS AVE NO 111 PROVIDENCE RI 02905 MEG GEOGHEGAN CHAIRPERSON 2.00 X X 0 0 0 MARY HALPIN VICE CHAIR 1.00 X X 0 0 0 KIM E PERRY TREASURER 1.00 X X 0 0 0 VICTOR CAPELLAN SECRETARY 1.00 X X 0 0 0 MAUREEN DIZON DIRECTOR 0.30 X 0 0 0 GREG EBNER DIRECTOR 0.30 X 0 0 0 NERI FRANCO DIRECTOR 0.30 X 0 0 0 SCOTT GAUSLAND DIRECTOR 0.30 X 0 0 0 ADI GOLDSTEIN DIRECTOR THRU JUNE 2025 0.30 X 0 0 0 HAL HORVAT DIRECTOR 0.30 X 0 0 0 SIDNEY MACKY MCCLEARY DIRECTOR THRU JUNE 2025 0.30 X 0 0 0 JESSICA MARFEO DIRECTOR 0.30 X 0 0 0 DERECK MENDOZA DIRECTOR 0.30 X 0 0 0 EDWIN PACHECO DIRECTOR THRU JUNE 2025 0.30 X 0 0 0 RANIKA REYES DIRECTOR 0.30 X 0 0 0 DR TAMMY WARNER DIRECTOR 0.30 X 0 0 0 ANDREW BRAMSON PRESIDENT & CEO 35.00 X 201005 0 34340 SUSAN MANSOLILLO CHIEF FINANCIAL & ADMIN. OFFICER 35.00 X 139054 0 7290 ALEJANDRO MOLINA CHIEF PROGRAM OFFICER 35.00 X 135871 0 6790 475930 0 48420 3 0 1 0 RW BLACKBURN 1130 TEN ROD ROAD E203 NORTH KINGSTOWN RI 02852 DATABASE DEVELOPMENT SERVICES 241000 RHODE ISLAND COLLEGE 600 MOUNT PLEASANT AVENUE PROVIDENCE RI 02908 ACTUARIAL ANALYSIS SERVICES 160000 2 5707154 372402 6079556 256057 256057 887239 530272 356967 356967 356967 MISC. INCOME 900099 514 514 514 6693094 0 0 613538 814417 814417 530512 377177 153335 2832723 2524888 307243 592 78834 68049 10785 267533 217777 49756 281449 247236 34213 38363 38363 48000 48000 36167 36167 529749 358770 170979 6069 1509 4560 217348 137458 78253 1637 27511 5602 21909 189381 189381 116271 116101 170 43652 31880 11772 838 838 72582 72582 27456 27456 PROGRAM SUPPLIES 290647 290620 27 MISCELLANEOUS EXPENSES 44593 33286 11307 STAFF DEVELOPMENT 25669 15787 9882 6519764 5240557 1276978 2229 380537 1916293 83959 223079 1069661 610545 577931 12238 72627 137052 1125745 829175 346695 296570 8127034 8835213 233217 257708 95302 52987 10986963 12341685 624247 644345 282891 1085814 77734 31143 984872 1761302 X 9456054 10217674 546037 362709 10002091 10580383 10986963 12341685 X 173330 380471 24491 X X 0 1 X 1 1 1 X 1621354 4560069 6044319 5689101 6139556 24054399 0 458255 424026 411866 591384 1885531 1621354 5018324 6468345 6100967 6730940 25939930 144867 25795063 17303 79957 82634 130238 256057 566189 514 514 26506633 0.97320 0.97410 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISC INCOME - 2024 AMOUNT: $ 514. SCHEDULE A, PART II, COLUMN (A) 2020: THE ORGANIZATION IS REPORTING A SHORT YEAR 7/1/21 TO 9/30/21 IN COLUMN (C) DUE TO A CHANGE IN YEAR-END. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 48000 0 0 48000 0 PART II-B, LINE 1: A CONSULTANT ENGAGED WITH STATE AND FEDERAL ELECTED LEADERS, AGENCIES, AND STAKEHOLDERS TO RAISE THE PROFILE OF THE ORGANIZATION AND HELP POSITION THE ORGANIZATION FOR FUNDING OPPORTUNITIES. 134401 133381 1020 991344 695794 295550 296570 FINANCE LEASE LIABILITY 31143 31143 X 7653273 380471 591384 24491 996346 6656927 36167 36167 6693094 7074981 591384 591384 6483597 36167 36167 6519764 PART X, LINE 2: THE ORGANIZATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION AND/OR DISCLOSURE. THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR YEARS PRIOR TO 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN FAIR VALUE OF BENEFICIAL INTEREST IN COMMUNITY FOUNDATION 24,491. 1 SCHOLARSHIPS TO INDIVIDUALS 604 814417 PART I, LINE 2: TO BE ELIGIBLE FOR A SCHOLARSHIP, THE STUDENT MUST EARN ADMISSION TO AN ACCREDITED COLLEGE, UNIVERSITY, COMMUNITY COLLEGE, OR TRADE SCHOOL. THE STUDENT IS ELIGIBLE FOR A SCHOLARSHIP FOR UP TO SIX YEARS AFTER HIGH SCHOOL GRADUATION OR RECEIPT OF GED. THE STUDENT MUST REQUEST THEIR FIRST SCHOLARSHIP AWARD BEFORE THEY TURN 22 YEARS OLD. AWARD PAYMENTS ARE MADE DIRECTLY TO THE STUDENT'S SCHOOL. PAYMENTS ARE MADE AFTER THE SCHOOL CERTIFIES THE STUDENT'S ATTENDANCE, SATISFACTORY PROGRESS AND FINANCIAL NEED. X X X X 0 0 0 0 0 0 0 1 0 ANDREW BRAMSON PRESIDENT & CEO 179002 0 17000 0 5003 0 9100 0 25240 0 235345 0 0 0 PART I, LINE 7 AN INDIVIDUAL INCLUDED IN SCHEDULE J, PART II RECEIVED A DISCRETIONARY PERFORMANCE BONUS DURING CALENDAR YEAR 2024, WHICH WAS INCLUDED IN COLUMN B(II) HEREIN AND IN THEIR 2024 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM. A COMPLETE COPY IS PROVIDED ELECTRONICALLY TO ALL MEMBERS OF THE ORGANIZATION'S BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL AT A BOARD MEETING PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, AN ETHICS COMPLIANCE REPORTING FORM IS SENT TO ALL DIRECTORS FOR THEIR SIGNATURE. THE FINANCE AND ADMINISTRATION COMMITTEE ANNUALLY REVIEWS THE COMPLETED FORMS TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST. IN THE EVENT OF A POTENTIAL CONFLICT OF INTEREST, NO TRANSACTION BETWEEN THE ORGANIZATION AND ONE OR MORE INTERESTED PERSONS MAY BE APPROVED UNLESS ALL OF THE FOLLOWING CONDITIONS ARE MET: A) ALL RELEVANT AND MATERIAL FACTS THAT MIGHT REASONABLY BE CONSTRUED TO BE ADVERSE BY THE ORGANIZATION'S INTEREST ARE DISCLOSED IN GOOD FAITH IN ADVANCE BY SUCH DIRECTOR AND (B) THE BOARD DETERMINES THAT THE DIRECTOR HAS MADE THE DISCLOSURE AND FULLY RESPONDED TO QUESTIONS CONCERNING THE MATTERS REFERRED TO ABOVE AND ESTABLISHED THAT THE CONTRACT OR TRANSACTION IS FAIR AND REASONABLE TO THE ORGANIZATION. (C) THE BOARD AUTHORIZES SUCH CONTRACT OR TRANSACTION BY A VOTE OF AT LEAST A MAJORITY OF THE DIRECTORS PRESENT AT A MEETING AT WHICH A QUORUM IS PRESENT, AND SUCH INTERESTED DIRECTOR IS NOT COUNTED IN DETERMINING THE PRESENCE OF A QUORUM OR IN DETERMINING THE MAJORITY VOTE; AND (D) SUCH INTERESTED DIRECTOR IS NOT PRESENT AT SUCH TIME AS THE VOTE OR DECISION IS MADE. FORM 990, PART VI, SECTION B, LINE 15A AN INDEPENDENT CONSULTING ORGANIZATION IS HIRED BY THE ORGANIZATION TO DEVELOP THE CEO JOB DESCRIPTION, RESEARCH COMPENSATION DATA AND DEVELOP AND MAKE RECOMMENDATIONS TO THE BOARD OF DIRECTORS FOR THE CEO'S COMPENSATION PACKAGE AND EXECUTIVE CONTRACT CONTENT. ANNUALLY, THE CEO'S PERFORMANCE IS EVALUATED BY A BOARD SUB-COMMITTEE, WHICH THEN MAKES RECOMMENDATIONS TO THE FULL BOARD FOR ANY COMPENSATION ADJUSTMENTS. THE REVIEW AND APPROVAL IS DOCUMENTED IN THE BOARD MEETING MINUTES. THIS PROCESS WAS LAST UNDERTAKEN IN JUNE 2025. THE CEO SETS THE COMPENSATION FOR THE CHIEF FINANCE & ADMINISTRATION OFFICER. THE CEO LOOKS AT COMPARATIVE DATA FROM SIMILAR NONPROFITS IN ORDER TO FORMULATE COMPENSATION ADJUSTMENTS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS (ARTICLES OF INCORPORATION AND THE BY-LAWS) ARE AVAILABLE UPON REQUEST, THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST, AND THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AND UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN FAIR VALUE OF BENEFICIAL INTEREST IN COMMUNITY FOUNDATION 24,491. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.