2024-05-02T09:56:24-05:00 2023-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2022-07-01 311793562 NATIONAL COLLEGE ATTAINMENT NETWORK NATI 2023474848 800 17TH STREET NW 630 WASHINGTON DC 20006 KIMBERLY COOK CEO 2023474848 2024-05-02 1 KIMBERLY COOK 999009999 0 RICHARD J LOCASTRO CPA P00288314 3019519090 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z KIMBERLY COOK 800 17TH STREET NW 630 WASHINGTON DC 20006 5775803 0 X WWW.NCAN.ORG X 1995 OH WE SUPPORT CONSTITUENTS TO INCREASE EQUITY & EXCELLENCE IN POSTSEC. DEGREE ACCESS & ATTAINMENT. 13 13 21 14 0 0 2838823 4426298 788448 1342131 518 1041 11733 6333 3639522 5775803 225000 442500 0 0 2067274 2359704 0 0 166045 1344493 2586185 3636767 5388389 2755 387414 7514431 8285000 3440169 3823324 4074262 4461676 X OUR MISSION IS TO BUILD, STRENGTHEN, AND EMPOWER COMMUNITIES AND STAKEHOLDERS TO CLOSE EQUITY GAPS IN POSTSECONDARY ATTAINMENT FOR ALL STUDENTS. 0 0 4197839 442500 1342131 NCAN'S 3 STRATEGIES: WE CAN CREATE OPPORTUNITIES FOR ALL STUDENTS.NCAN HELPS STUDENTS ACCESS AND SUCCEED IN COLLEGE IN THREE WAYS:1. BOLSTERING THE SKILLS OF COLLEGE ACCESS AND SUCCESS PRACTITIONERS THROUGH PROFESSIONAL DEVELOPMENT.2. ADVOCATING FOR MORE EQUITABLE POLICIES TO HELP MORE STUDENTS SUCCESSFULLY PURSUE EDUCATION AFTER HIGH SCHOOL.3. CHAMPIONING SYSTEMIC CHANGES IN BOTH K-12 AND HIGHER EDUCATION THAT BETTER SUPPORT STUDENTS THROUGH THE POSTSECONDARY PIPELINE.(CONTINUED ON SCHEDULE O)BOLSTER SKILLSTO DO THEIR BEST WORK FOR STUDENTS, INDIVIDUALS WHO PROVIDE COLLEGE ACCESS AND SUCCESS SERVICES MUST BE WELL-TRAINED AND WELL-INFORMED.NCAN PROVIDES OUR MEMBERS WITH TOOLS TO IMPROVE AND GROW, OPPORTUNITIES TO SHARE AND LEARN EFFECTIVE PRACTICES, PERIODIC REGRANTS FOR NEW INITIATIVES, AND INSIGHT INTO NATIONAL TRENDS AND RESEARCH. PROFESSIONAL DEVELOPMENT RESOURCES INCLUDE FREQUENT WEBINARS, MODERATED PEER EXCHANGES, A COMPREHENSIVE E-LEARNING CURRICULUM, AND AN ANNUAL CONFERENCE WITH DOZENS OF JURIED WORKSHOP SESSIONS. NCAN'S BLOG AND WEEKLY NEWSLETTER KEEP MEMBERS UP TO DATE ON THE LATEST RESEARCH, POLICY DEVELOPMENTS, GRANT OPPORTUNITIES, AND INNOVATIVE PROGRAM STRATEGIES. NCAN ALSO PROVIDES A GROWING SUITE OF RESOURCES RELATED TO DIVERSITY, EQUITY, AND INCLUSION, A CRITICAL SUBJECT FOR OUR FIELD.ADVOCATE FOR POLICY SOLUTIONSNCAN MOBILIZES THE VOICES OF OUR MEMBER ORGANIZATIONS AND THEIR STUDENTS TO ENSURE THAT THEIR PERSPECTIVES ARE REPRESENTED IN HIGHER EDUCATION POLICY DISCUSSIONS.NCAN ALSO DEVELOPS AND ADVOCATES FOR PROVEN FEDERAL AND STATE POLICIES, SUCH AS SIMPLIFYING THE FINANCIAL AID PROCESS, INCREASING NEED-BASED AID, AND ALLOWING STUDENTS TO ACCESS PUBLIC BENEFITS FOR FOOD SECURITY, INCOME ASSISTANCE, AND CHILDCARE. CHANGES LIKE THESE ARE IMPERATIVE TO ENABLE MANY MORE EAGER AND AMBITIOUS STUDENTS TO COMPLETE COLLEGE.CHAMPION SYSTEMS CHANGETHE HISTORICALLY DISCONNECTED NATURE OF K-12 SCHOOLS AND HIGHER EDUCATION SYSTEMS IS A MAJOR CONTRIBUTOR TO INEQUITABLE COLLEGE GRADUATION RATES FOR STUDENTS OF COLOR AND STUDENTS EXPERIENCING POVERTY.NCAN ENGAGES WITH K-12 AND POSTSECONDARY SYSTEM LEADERS TO ADVANCE STRATEGIES FOR MAKING THE TRANSITION FROM HIGH SCHOOL TO COLLEGE CLEARER AND MORE ACCESSIBLE FOR STUDENTS AND SUPPORTING MORE STUDENTS THROUGH GRADUATION. NCAN EXPLORES, DOCUMENTS, AND SHARES EFFECTIVE SYSTEM PRACTICES AND PROVIDES THOUGHT LEADERSHIP THAT INSPIRES LEADERS TO TAKE ACTION. 4197839 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 28 0 1 21 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X KIMBERLY COOK 2023474848 800 17TH STREET NW 630 WASHINGTON DC 20006 NATHANIEL EASLEY PRESIDENT 1.00 X X 0 0 0 STEVE COLON VICE-PRESIDENT 1.00 X X 0 0 0 ADAM BERG TREASURER 1.00 X X 0 0 0 JAMIE SEARS SECRETARY 1.00 X X 0 0 0 TINA FERNANDEZ BOARD MEMBER, END 1/14/23 1.00 X 0 0 0 AMY KERWIN BOARD MEMBER, END 12/9/22 1.00 X 0 0 0 PAUL LUNA BOARD MEMBER, END 9/12/22 1.00 X 0 0 0 CANDY MARSHALL BOARD MEMBER 1.00 X 0 0 0 CATALINA CIFUENTES BOARD MEMBER 1.00 X 0 0 0 SUJUAN BOUTTE BOARD MEMBER 1.00 X 0 0 0 CAROLINE ALTMAN SMITH BOARD MEMBER 1.00 X 0 0 0 JERIAN KEREKES BOARD MEMBER 1.00 X 0 0 0 RUTH WATKINS BOARD MEMBER, START 5/1/23 1.00 X 0 0 0 DOUG SHAPIRO BOARD MEMBER, START 9/1/22 1.00 X 0 0 0 BERNARD MCCUNE BOARD MEMBER, START 9/1/22 1.00 X 0 0 0 BRAULIO COLON BOARD MEMBER, START 5/1/23 1.00 X 0 0 0 KIM COOK PRESIDENT/CEO 37.50 X 202060 0 28823 SARA MELNICK CHIEF FINANCE OFFICER 37.50 X 146377 0 20054 ELIZABETH MORGAN CHIEF EXTERNAL RELATIONS OFFICER 37.50 X 180965 0 23386 COLETTE HADLEY SENIOR DIRECTOR, CONSULTING SERVICES 37.50 X 152400 0 22346 NANCY WASHINGTON CHIEF OF STAFF, TERMED 12/16/22 37.50 X 151482 0 21320 ELIZABETH KELLER SENIOR DIRECTOR, SENIOR PROGRAMMING 37.50 X 132522 0 21708 ZENIA HENDERSON CHIEF PROGRAM OFFICER 37.50 X 117480 0 19620 1083286 0 157257 8 0 1 0 HYATT CORPORATION AS AGENT OF BREIT HOL 265 PEACHTREE STREET NW ATLANTA GA 30303 ANNUAL CONFERENCE EXPENSES 597645 THE CROCKETT COLLECTIVE LLC 1393 LOCUST ROAD NW WASHINGTON DC 20012 CONSULTING ON NCANS LEADING FOR EQUITY F 162072 YOUR PART-TIME CONTROLLER LLC 1500 WALNUT STREET SUITE 1200 PHILADELPHIA PA 19102 ACCOUNTING SERVICES 130520 3 87231 4339067 4426298 CONF. REGISTRATIONS 900099 781481 781481 MEMBERSHIP DUES 900099 356934 356934 CONTRACTS 900099 201263 201263 E-LEARNING FEES 900099 2453 2453 1342131 1041 1041 OTHER REVENUE 900099 6333 6333 6333 5775803 1342131 0 7374 X 442500 442500 417307 165212 191209 60886 1510734 1305345 131405 73984 183666 157835 16249 9582 103319 80047 16151 7121 144678 110517 23823 10338 4914 2355 2554 5 199897 95789 103896 212 722426 346180 375481 765 17231 8257 8956 18 40082 31943 8136 3 32838 26246 6590 2 220980 176617 44348 15 68366 39688 26701 1977 1110998 1094601 15267 1130 27600 27600 21727 17365 4360 2 SUBS. & PUBS. 74193 59298 14890 5 DUES 22271 22271 C.C. PROCESSING FEES 16402 11416 4986 PAYROLL FEES 6260 4357 1903 5388389 4197839 1024505 166045 187467 186062 4769763 3452549 835000 747486 20042 95940 115220 421118 395309 301512 121397 93797 2000000 1465542 1288048 7514431 8285000 134214 153546 141119 177165 3164836 3492613 3440169 3823324 X 3012486 2685690 1061776 1775986 4074262 4461676 7514431 8285000 387414 0 X 0 1 X 1 0 X 1776728 2325149 5711361 2838823 4426298 17078359 1776728 2325149 5711361 2838823 4426298 17078359 10458013 6620346 16047 13471 1193 418 1041 32170 21673 26298 6175 11733 6333 72212 17182741 5406862 0.38530 0.32920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14430 5568 19998 5368390 5388388 419419 104855 0 0 380382 416616 331838 419419 1548255 2322383 19091 13712 18478 19998 71279 95096 104154 82960 104855 387065 580598 12933 6497 13333 14430 47193 15107 2250 12857 52309 48523 3786 327893 250739 77154 93797 RIGHT-OF-USE ASSETS 1288048 1288048 REFUNDABLE ADVANCES 2009580 OPERATING LEASE LIABILITIES 1483033 3492613 X 5790228 0 5790228 -14425 -14425 5775803 5388389 0 5388389 0 5388389 PART X, LINE 2: FOR THE YEARS ENDED JUNE 30, 2023 AND 2022, THE ORGANIZATION HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: DE-OBLIGATED AWARD AND FUNDS RETURNED TO DONOR REPORTED -14,425. AS REVENUE ON FORM 990 1 ONWARD WE LEARN 134 THURBERS AVENUE STE 111 PROVIDENCE RI 02905 223031765 C CORPORATION 31000 0 OAK GRANT - STRENGTHENING POSTSECONDARY TRANSITIONS FOR STUDENT WITH LEARNING DIFFERENCES & CATALYZING POSTSECONDARY PATHWAYS SUPPORT AT SCALE $15K/BETTER FAFSA ACCESS OPPORTUNITY 1871 FOLSOM STREET SUITE 110 NORFOLK VA 23513 465399558 501C3 20000 0 ECMC GRANT - SUPPORTING THE WHOLE STUDENT THROUGH MENTAL HEALTH AND WELL-BEING COLLEGE BEYOND 2000 LAKESHORE DRIVE MILNEBURG 170 NEW ORLEANS LA 70148 474670026 501C3 20000 0 ECMC GRANT - SUPPORTING THE WHOLE STUDENT THROUGH MENTAL HEALTH AND WELL-BEING COLLEGE VISIONS 131 WASHINGTON STREET STE 205 PROVIDENCE RI 02903 272344723 C CORPORATION 20000 0 ECMC GRANT - SUPPORTING THE WHOLE STUDENT THROUGH MENTAL HEALTH AND WELL-BEING OPERATION JUMP START 3515 LINDEN AVENUE LONG BEACH CA 90807 330629895 501C3 20000 0 ECMC GRANT - SUPPORTING THE WHOLE STUDENT THROUGH MENTAL HEALTH AND WELL-BEING PROJECT GRAD AKRON 10 N MAIN STREET SUITE 503 AKRON OH 443081958 161639511 501C3 20000 0 ECMC GRANT - SUPPORTING THE WHOLE STUDENT THROUGH MENTAL HEALTH AND WELL-BEING YONKERS PARTNERS IN EDUCATION 92 MAIN STREET YONKERS NY 10701 061760636 501C3 20000 0 ECMC GRANT - SUPPORTING THE WHOLE STUDENT THROUGH MENTAL HEALTH AND WELL-BEING WOODWARD HINES EDUCATION FDTN 2616 LAKEWARD DRIVE JACKSON MS 39216 640860939 501C3 17150 0 CATALYZING POSTSECONDARY PATHWAYS SUPPORT AT SCALE/BETTER FAFSA COMMONWEALTH OF KENTUCKYKHEAAU 100 AIRPORT ROAD FRANKFORT KY 40601 610600439 STATE GOVERNMENT 16000 0 CATALYZING POSTSECONDARY PATHWAYS SUPPORT AT SCALE/BETTER FAFSA COMMUNITIES FOUNDATION OF TEXAS 5500 CARUTH HAVEN LANE DALLAS TX 75225 750964565 501C3 16000 0 CATALYZING POSTSECONDARY PATHWAYS SUPPORT AT SCALE/BETTER FAFSA HIGHER EDUCATION COORDINATING COMMISSION 3225 25TH STREET SOUTHEAST SALEM OR 97302 371737848 STATE AGENCY 16000 0 CATALYZING POSTSECONDARY PATHWAYS SUPPORT AT SCALE/BETTER FAFSA ILLINOIS STUDENT ASSISTANCE COMMISSION 1755 LAKE COOK RD DEERFIELD IL 60015 521752528 STATE AGENCY 16000 0 CATALYZING POSTSECONDARY PATHWAYS SUPPORT AT SCALE/BETTER FAFSA MICHIGAN COLLEGE ACCESS NETWORK 200 N WASHINGTON SQUARE SUITE 420 LANSING MI 48933 364619627 501C3 16000 0 CATALYZING POSTSECONDARY PATHWAYS SUPPORT AT SCALE/BETTER FAFSA WASHINGTON STUDENT ACHIEVEMENT COUNCIL 917 LAKERIDGE WAY SW OLYMPIA WA 98502 455122913 STATE AGENCY 16000 0 CATALYZING POSTSECONDARY PATHWAYS SUPPORT AT SCALE/BETTER FAFSA EDUCATION FORWARD ARIZONA 4747 NORTH 32ND STREET PHOENIX AZ 85018 202366755 501C3 15500 0 CATALYZING POSTSECONDARY PATHWAYS SUPPORT AT SCALE/BETTER FAFSA IDAHO STATE BOARD OF EDUCATION 650 WEST STATE STREET ROOM 307 BOISE ID 83702 826000952 STATE AGENCY 15500 0 CATALYZING POSTSECONDARY PATHWAYS SUPPORT AT SCALE/BETTER FAFSA MISSOURI COLLEGE & CAREER ATTAINMENT NETWORK (MOCAN) 555 VANDIVER DRIVE COLUMBIA MO 65202 832850894 501C3 15500 0 CATALYZING POSTSECONDARY PATHWAYS SUPPORT AT SCALE/BETTER FAFSA ALABAMA POSSIBLE 1016 19TH STREET SOUTH BIRMINGHAM AL 35205 582074080 501C3 15000 0 CATALYZING POSTSECONDARY PATHWAYS SUPPORT AT SCALE MONTANA COLLEGE ACCESS NETWORK 1300 WEST PARK STREET BUTTE MT 59701 472842256 C CORPORATION 15000 0 CATALYZING POSTSECONDARY PATHWAYS SUPPORT AT SCALE NEW MEXICO EDUCATIONAL ASSISTANCE FOUNDATION 7400 TIBURON STREET NORTHEAST ALBUQUERQUE NM 87109 950291313 501C3 15000 0 CATALYZING POSTSECONDARY PATHWAYS SUPPORT AT SCALE STUDENT U 600 EAST UMSTEAD STREET DURHAM NC 27701 273460491 501C3 15000 0 OAK GRANT - STRENGTHENING POSTSECONDARY TRANSITIONS FOR STUDENT WITH LEARNING DIFFERENCES THE SEED FOUNDATION INC 1730 RHODE ISLAND AVENUE NORTHWEST SUITE 713 WASHINGTON DC 20036 541850819 C CORPORATION 15000 0 OAK GRANT - STRENGTHENING POSTSECONDARY TRANSITIONS FOR STUDENT WITH LEARNING DIFFERENCES UNIV OF SOUTH FLORIDA - FCAN 4202 EAST FOWLER AVENUE ALN 151 TAMPA FL 33620 593102112 501C3 15000 0 OAK GRANT - STRENGTHENING POSTSECONDARY TRANSITIONS FOR STUDENT WITH LEARNING DIFFERENCES SCHOOL DISTRICT OF OSCEOLA COUNTY FLORIDA 817 BILL BECK BOULEVARD KISSIMMEE FL 34744 596000779 STATE GOVERNMENT 5250 0 CATALYZING POSTSECONDARY PATHWAYS SUPPORT AT SCALE 21 4 PART I, LINE 2: PER SIGNED GRANT AGREEMENTS BETWEEN NCAN AND THE ORGANIZATIONS, GRANTEES MAKE AN ANNUAL REPORT TO NCAN ON GRANT ACTIVITY AND FINANCIALS. GRANT FUNDS MUST BE USED SPECIFICALLY FOR THE PURPOSE OUTLINED IN THE GRANT PROPOSAL. ANY GRANT FUNDS UNEXPENDED OR UNCOMMITTED AT THE END OF THE GRANT PERIOD MUST BE PROMPTLY RETURNED TO NCAN. X X X 0 0 0 0 0 0 0 0 0 KIM COOK PRESIDENT/CEO 202060 0 0 0 0 0 26909 0 1914 0 230883 0 0 0 ELIZABETH MORGAN CHIEF EXTERNAL RELATIONS OFFICER 180965 0 0 0 0 0 22612 0 774 0 204351 0 0 0 COLETTE HADLEY SENIOR DIRECTOR, CONSULTING SERVICES 152400 0 0 0 0 0 19658 0 2688 0 174746 0 0 0 NANCY WASHINGTON CHIEF OF STAFF, TERMED 12/16/22 151482 0 0 0 0 0 19765 0 1555 0 172802 0 0 0 SARA MELNICK CHIEF FINANCE OFFICER 146377 0 0 0 0 0 18866 0 1188 0 166431 0 0 0 ELIZABETH KELLER SENIOR DIRECTOR, SENIOR PROGRAMMING 132522 0 0 0 0 0 19020 0 2688 0 154230 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 NATIONAL COLLEGE ATTAINMENT NETWORK HAS MEMBERS. THE ONLY RIGHT GIVEN TO REGULAR MEMBER ORGANIZATIONS IS THE RIGHT TO ELECT THE MEMBERS OF NCAN'S GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7A EACH YEAR AT THE NCAN ANNUAL MEETING EACH REGULAR MEMBER ORGANIZATION IS GIVEN ONE VOTE TO CAST FOR ANY NEW AND RENEWING BOARD MEMBERS FOR THAT PARTICULAR YEAR. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS OF THE ORGANIZATION ELECT THE ORGANIZATION'S BOARD OF DIRECTORS AT THE ANNUAL MEMBERSHIP MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE FEDERAL FORM 990 IS REVIEWED INITIALLY BY THE IN-CHARGE ACCOUNTANT, THEN REVIEWED BY MANAGEMENT. THE FINAL PRODUCT IS MADE AVAILABLE FOR REVIEW AND COMMENTS TO THE BOARD OF DIRECTORS PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY THROUGH ANNUAL BOARD MEETINGS AND STAFF MEETINGS. AT ANY TIME THAT A CONFLICT OF INTEREST OR POTENTIAL CONFLICT OF INTEREST IS IDENTIFIED, THE CHAIR OF THE BOARD OR A CHAIR OF THE APPLICABLE COMMITTEE WILL ENSURE THAT SUCH CONFLICT OF INTEREST IS PLACED ON THE AGENDA FOR THE NEXT MEETING OF THE BOARD OF DIRECTORS OR THE COMMITTEE, AS APPLICABLE. AT THE MEETING, PROVIDING A QUORUM IS PRESENT, THE CONFLICT WILL BE DISCUSSED TO ENSURE THAT THE DIRECTORS PRESENT ARE AWARE OF THE ISSUES AND THE FACTORS INVOLVED. THE INTERESTED DIRECTORS MAY BE COUNTED FOR PURPOSES OF A QUORUM, EVEN THOUGH THEY MAY NOT TAKE PART IN ANY VOTE ON THE ISSUES. ALL INTERESTED DIRECTORS MUST ABSTAIN FROM VOTING AND, IF NECESSARY, LEAVE THE ROOM WHEN THE VOTE IS TAKEN. THE BOARD OF DIRECTORS OR THE COMMITTEE, AS APPLICABLE, WILL MAINTAIN A WRITTEN ACCOUNT OF ALL THAT TRANSPIRES AT THE MEETING AND INCORPORATE SUCH ACCOUNT INTO THE MINUTES OF THE MEETING AND DISSEMINATE IT TO THE FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 FOR THE CHIEF EXECUTIVE OFFICER, A BOARD COMMITTEE REVIEWS COMPARABILITY DATA AND A BENCHMARKING STUDY PERFORMED BY AN HR CONSULTANT AND THE ED'S COMPENSATION IS THEN DECIDED UPON. MANAGEMENT REVIEWS COMPARABILITY DATA AND A STUDY PERFORMED BY AN HR CONSULTANT IN SETTING COMPENSATION FOR EMPLOYEES. THE LAST COMPENSATION REVIEW FOR THE CEO TOOK PLACE IN JULY OF 2022. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE SHARED WITH MEMBERS AT THE ANNUAL MEETING, AND ARE POSTED TO THE ORGANIZATION'S WEBSITE UNDER THE MEMBERS ONLY SECTION. THESE DOCUMENTS ARE ALSO AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 145,848. MANAGEMENT AND GENERAL EXPENSES 158,192. FUNDRAISING EXPENSES 322. TOTAL EXPENSES 304,362. RECRUITMENT: PROGRAM SERVICE EXPENSES 33,347. MANAGEMENT AND GENERAL EXPENSES 36,170. FUNDRAISING EXPENSES 74. TOTAL EXPENSES 69,591. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 166,985. MANAGEMENT AND GENERAL EXPENSES 181,119. FUNDRAISING EXPENSES 369. TOTAL EXPENSES 348,473.