2024-10-30T12:14:46-05:00 2024-06-30 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2023-07-01 814012999 MEB ALLIANCE FOR EDUCATOR DIVERSITY INC MEBA 8005190249 100 WORLD DRIVE 101 PEACHTREE CITY GA 30269 DR CASSANDRA HERRING PRESIDENT AND CEO 8005190249 2024-10-29 1 1 JENNY TARKOWSKI CPA P00634290 6082744020 2024-10-29 2023 2024-10-15 13:58:12Z BRANCH ALLIANCE FOR EDUCATOR DIVERSITY DR CASSANDRA HERRING 100 WORLD DRIVE 101 PEACHTREE CITY GA 30269 9992737 0 X EDUCATORDIVERSITY.ORG X 2016 TX TO EMPOWER, CONNECT, AND ADVANCE A NATIONAL NETWORK OF MINORITY SERVING INSTITUTIONS. 6 6 30 8 0 0 5918475 6941280 69320 214876 557515 627818 0 0 6545310 7783974 1896598 1128537 0 0 2849165 3618853 0 0 332249 1826426 3014274 6572189 7761664 -26879 22310 22716191 22869806 868306 528470 21847885 22341336 X TO EMPOWER, CONNECT, AND ADVANCE A NATIONAL NETWORK OF MINORITY SERVING INSTITUTIONS TO IMPROVE PROGRAMMING AND DRIVE INNOVATION IN PREPARING HIGHLY-EFFECTIVE EDUCATORS WHO REFLECT AND CHAMPION THE DIVERSITY OF OUR NATION'S SCHOOL CHILDREN. 0 0 5692453 1128537 214876 BRANCHED PROVIDES PRACTICAL TECHNICAL ASSISTANCE TO ADVANCE INSTITUTIONAL OUTCOMES, FOSTER STRATEGIC ALLIANCES TO SPUR COLLABORATION AND INNOVATION, AND AMPLIFY THE UNIQUE CONTRIBUTIONS OF MINORITY SERVING INSTITUTIONS IN PREPARING TEACHERS WHO WILL EDUCATE AMERICA'S CITIZENS. WE IDENTIFY AND SUPPORT WHAT IS WORKING WELL AND STRENGTHEN PROGRAM WEAKNESSES TO DRIVE CONTINUOUS QUALITY IMPROVEMENT AND ENSURE PROGRAM SUSTAINABILITY. WE FACILITATE IN-PERSON AND VIRTUAL OPPORTUNITIES TO ENSURE THAT MSI EDUCATOR PREPARATION PROGRAMS MEANINGFULLY ENGAGE WITH AND LEARN FROM BOTH EACH OTHER AND FROM KEY PARTNERS, SUCH AS K-12 INSTITUTIONS AND COMMUNITY ORGANIZATIONS. WE BUILD AWARENESS ABOUT THE CRITICAL ROLE MSIS PLAY IN PREPARING HIGHLY EFFECTIVE DIVERSE TEACHERS, AND WE SEEK TO AMPLIFY THE COLLECTIVE EXPERTISE OF MSIS AS A MEANS FOR ADVANCING THE FIELD OF EDUCATOR PREPARATION. 5692453 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 82 0 30 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X JYOTI IYER 7133038764 2603 AUGUSTA DR SUITE 1075 HOUSTON TX 77057 DR CASSANDRA HERRING PRESIDENT & CEO 40.00 X 267041 0 42842 DR PATRICIA MCHATTON CHIEF PROGRAM OFFICER 40.00 X 177948 0 19311 EDIE MORRIS CONTROLLER (THRU AUG 2023) 40.00 X 161620 0 17763 DR LUZLEMA CANALES CHIEF OF STAFF 40.00 X 154853 0 23104 DR KATHERINE ZIMMER DIRECTOR OF BIRCH 40.00 X 122000 0 14311 DR SEDEF SMITH THRU MAY 2024 DIRECTOR OF EPP TRANSF. SERVICES 40.00 X 121897 0 16237 AMY MURILLO DIRECTOR OF EPP TRANSF. SERVICES 40.00 X 103770 0 26674 DR FRANK GETTRIDGE CHAIRPERSON OF THE BOARD 1.00 X X 0 0 0 JIM LARIMORE VICE CHAIRPERSON OF THE BOARD 1.00 X X 0 0 0 ALLANA JACKSON THRU JUNE 2024 SECRETARY OF THE BOARD 1.00 X X 0 0 0 DR JOHN LUCZAK BOARD MEMBER 1.00 X 0 0 0 KATHRYN SCHOTTHOEFER BOARD MEMBER 1.00 X 0 0 0 PETER SHULMAN BOARD MEMBER 1.00 X 0 0 0 VICKI PHILLIPS BOARD MEMBER 1.00 X 0 0 0 DR CURTIS MARTIN BOARD MEMBER (THRU JAN 2024) 1.00 X 0 0 0 1109129 0 160242 7 0 1 0 YOUR PART-TIME CONTROLLER LLC 1500 WALNUT STREET SUITE 1200 PHILADELPHIA PA 19102 ACCOUNTING/BOOKKEEPING 131428 1 6941280 6941280 PROGRAM REVENUE 900099 214876 214876 214876 649274 649274 2187307 2208763 -21456 -21456 -21456 7783974 214876 0 627818 X 1128537 1128537 604413 446256 110211 47946 2209766 1631535 402937 175294 77267 57049 14089 6129 508167 375195 92661 40311 219240 161871 39977 17392 276922 276922 45151 45151 927403 373984 553419 77502 52553 19457 5492 54105 36809 13488 3808 89945 58568 29767 1610 913403 798150 98204 17049 24578 24578 31466 21407 7845 2214 COACHING AND CONSULTING 345063 344531 532 DUES AND SUBSCRIPTIONS 191657 169028 7625 15004 LICENSES 35000 35000 RESEARCH 2079 1980 99 7761664 5692453 1736962 332249 199536 1474549 9646105 8519946 2405259 1759979 33750 26911 65858 57256 83477 44466 58665 39011 8496413 10565781 1583409 247227 227196 179146 22716191 22869806 653005 354292 215301 174178 868306 528470 X 16662237 17329714 5185648 5011622 21847885 22341336 22716191 22869806 22310 471141 0 X 0 1 X 1 0 X 3880283 5540356 20970969 5918475 6941280 43251363 3880283 5540356 20970969 5918475 6941280 43251363 15846177 27405186 19489 24010 34020 557515 649274 1284308 193957 193957 44729628 591662 0.61270 0.59010 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 193,957. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 83477 44466 39011 39011 OPERATING LEASE LIABILITIES, NET 174178 174178 8301015 471141 45900 517041 7783974 0 7783974 7807564 45900 45900 7761664 0 7761664 1 DALTON STATE COLLEGE 650 COLLEGE DRIVE DALTON GA 30720 580975068 GOVT 25000 0 TO STRENGTHEN TEACHER PREPARATION AT MSIS BY IMPROVING THE TEACHING AND LEARNING CONDITIONS FOR ALL CANDIDATES, INCREASING CAPACITY OF THE MSI TO IMPLEMENT A SUSTAINABLE PROCESS OF CONTINUOUS IMPROVEMENT, INCREASING EFFECTIVENESS OF MSI TEACHER EDUCATORS AND LEADERS, AND, ULTIMATELY, INCREASING THE EFFECTIVENESS OF THE MSI GRADUATES. AZUSA PACIFIC UNIVERSITY 680 E ALOSTA AVE AZUNA CA 91702 951744369 501C3 123379 0 TO STRENGTHEN TEACHER PREPARATION AT MSIS BY IMPROVING THE TEACHING AND LEARNING CONDITIONS FOR ALL CANDIDATES, INCREASING CAPACITY OF THE MSI TO IMPLEMENT A SUSTAINABLE PROCESS OF CONTINUOUS IMPROVEMENT, INCREASING EFFECTIVENESS OF MSI TEACHER EDUCATORS AND LEADERS, AND, ULTIMATELY, INCREASING THE EFFECTIVENESS OF THE MSI GRADUATES. KENNESAW STATE UNIVERSITY 1000 CHASTAIN ROAD MAIL DROP 9110 KENNESAW GA 30144 580965786 GOVT 20000 0 TO STRENGTHEN TEACHER PREPARATION AT MSIS BY IMPROVING THE TEACHING AND LEARNING CONDITIONS FOR ALL CANDIDATES, INCREASING CAPACITY OF THE MSI TO IMPLEMENT A SUSTAINABLE PROCESS OF CONTINUOUS IMPROVEMENT, INCREASING EFFECTIVENESS OF MSI TEACHER EDUCATORS AND LEADERS, AND, ULTIMATELY, INCREASING THE EFFECTIVENESS OF THE MSI GRADUATES. MERCY UNIVERSITY 555 BROADWAY DOBBS FERRY NY 10522 131967321 501C3 50000 0 TO STRENGTHEN TEACHER PREPARATION AT MSIS BY IMPROVING THE TEACHING AND LEARNING CONDITIONS FOR ALL CANDIDATES, INCREASING CAPACITY OF THE MSI TO IMPLEMENT A SUSTAINABLE PROCESS OF CONTINUOUS IMPROVEMENT, INCREASING EFFECTIVENESS OF MSI TEACHER EDUCATORS AND LEADERS, AND, ULTIMATELY, INCREASING THE EFFECTIVENESS OF THE MSI GRADUATES. MOUNT ST MARY'S UNIVERSITY 10 CHESTER PLACE LOS ANGELES CA 90007 951641455 501C3 50000 0 TO STRENGTHEN TEACHER PREPARATION AT MSIS BY IMPROVING THE TEACHING AND LEARNING CONDITIONS FOR ALL CANDIDATES, INCREASING CAPACITY OF THE MSI TO IMPLEMENT A SUSTAINABLE PROCESS OF CONTINUOUS IMPROVEMENT, INCREASING EFFECTIVENESS OF MSI TEACHER EDUCATORS AND LEADERS, AND, ULTIMATELY, INCREASING THE EFFECTIVENESS OF THE MSI GRADUATES. PACIFIC OAKS 45 EUREKA STREET PASADENA CA 91103 951716809 501C3 129163 0 TO STRENGTHEN TEACHER PREPARATION AT MSIS BY IMPROVING THE TEACHING AND LEARNING CONDITIONS FOR ALL CANDIDATES, INCREASING CAPACITY OF THE MSI TO IMPLEMENT A SUSTAINABLE PROCESS OF CONTINUOUS IMPROVEMENT, INCREASING EFFECTIVENESS OF MSI TEACHER EDUCATORS AND LEADERS, AND, ULTIMATELY, INCREASING THE EFFECTIVENESS OF THE MSI GRADUATES. THE RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NEW YORK PO BOX 9 ALBANY NY 12201 141368361 501C3 50000 0 TO STRENGTHEN TEACHER PREPARATION AT MSIS BY IMPROVING THE TEACHING AND LEARNING CONDITIONS FOR ALL CANDIDATES, INCREASING CAPACITY OF THE MSI TO IMPLEMENT A SUSTAINABLE PROCESS OF CONTINUOUS IMPROVEMENT, INCREASING EFFECTIVENESS OF MSI TEACHER EDUCATORS AND LEADERS, AND, ULTIMATELY, INCREASING THE EFFECTIVENESS OF THE MSI GRADUATES. TEXAS A&M INTERNATIONAL UNIVERSITY 5201 UNIVERSITY BLVD LAREDO TX 78041 741761398 GOVT 25000 0 TO STRENGTHEN TEACHER PREPARATION AT MSIS BY IMPROVING THE TEACHING AND LEARNING CONDITIONS FOR ALL CANDIDATES, INCREASING CAPACITY OF THE MSI TO IMPLEMENT A SUSTAINABLE PROCESS OF CONTINUOUS IMPROVEMENT, INCREASING EFFECTIVENESS OF MSI TEACHER EDUCATORS AND LEADERS, AND, ULTIMATELY, INCREASING THE EFFECTIVENESS OF THE MSI GRADUATES. TEXAS A&M UNIVERSITY - SAN ANTONIO ONE UNIVERSITY WAY SAN ANTONIO TX 78224 264168896 GOVT 128282 0 TO STRENGTHEN TEACHER PREPARATION AT MSIS BY IMPROVING THE TEACHING AND LEARNING CONDITIONS FOR ALL CANDIDATES, INCREASING CAPACITY OF THE MSI TO IMPLEMENT A SUSTAINABLE PROCESS OF CONTINUOUS IMPROVEMENT, INCREASING EFFECTIVENESS OF MSI TEACHER EDUCATORS AND LEADERS, AND, ULTIMATELY, INCREASING THE EFFECTIVENESS OF THE MSI GRADUATES. UNIVERSITY OF NORTH CAROLINA - PEMBROKE ONE UNIVERSITY DRIVE PEMBROKE NC 28372 566000805 GOVT 134679 0 TO STRENGTHEN TEACHER PREPARATION AT MSIS BY IMPROVING THE TEACHING AND LEARNING CONDITIONS FOR ALL CANDIDATES, INCREASING CAPACITY OF THE MSI TO IMPLEMENT A SUSTAINABLE PROCESS OF CONTINUOUS IMPROVEMENT, INCREASING EFFECTIVENESS OF MSI TEACHER EDUCATORS AND LEADERS, AND, ULTIMATELY, INCREASING THE EFFECTIVENESS OF THE MSI GRADUATES. CALIFORNIA LUTHERAN UNIVERSITY 60 WEST OLSEN ROAD M/C 1200 THOUSAND OAKS CA 91360 952962604 501C3 139998 0 TO STRENGTHEN TEACHER PREPARATION AT MSIS BY IMPROVING THE TEACHING AND LEARNING CONDITIONS FOR ALL CANDIDATES, INCREASING CAPACITY OF THE MSI TO IMPLEMENT A SUSTAINABLE PROCESS OF CONTINUOUS IMPROVEMENT, INCREASING EFFECTIVENESS OF MSI TEACHER EDUCATORS AND LEADERS, AND, ULTIMATELY, INCREASING THE EFFECTIVENESS OF THE MSI GRADUATES. FORT VALLEY STATE UNIVERSITY 1005 STATE UNIVERSITY DR FORT VALLEY GA 31030 586002062 GOVT 47554 0 TO STRENGTHEN TEACHER PREPARATION AT MSIS BY IMPROVING THE TEACHING AND LEARNING CONDITIONS FOR ALL CANDIDATES, INCREASING CAPACITY OF THE MSI TO IMPLEMENT A SUSTAINABLE PROCESS OF CONTINUOUS IMPROVEMENT, INCREASING EFFECTIVENESS OF MSI TEACHER EDUCATORS AND LEADERS, AND, ULTIMATELY, INCREASING THE EFFECTIVENESS OF THE MSI GRADUATES. TEXAS A&M UNIVERSITY - CENTRAL TEXAS 1001 LEADERSHIP PLACE KILLEEN TX 76549 264169042 GOVT 102667 0 TO STRENGTHEN TEACHER PREPARATION AT MSIS BY IMPROVING THE TEACHING AND LEARNING CONDITIONS FOR ALL CANDIDATES, INCREASING CAPACITY OF THE MSI TO IMPLEMENT A SUSTAINABLE PROCESS OF CONTINUOUS IMPROVEMENT, INCREASING EFFECTIVENESS OF MSI TEACHER EDUCATORS AND LEADERS, AND, ULTIMATELY, INCREASING THE EFFECTIVENESS OF THE MSI GRADUATES. UNIVERSITY OF SAN DIEGO 5998 ALCALA PARK SAN DIEGO CA 92110 952544535 501C3 59242 0 TO STRENGTHEN TEACHER PREPARATION AT MSIS BY IMPROVING THE TEACHING AND LEARNING CONDITIONS FOR ALL CANDIDATES, INCREASING CAPACITY OF THE MSI TO IMPLEMENT A SUSTAINABLE PROCESS OF CONTINUOUS IMPROVEMENT, INCREASING EFFECTIVENESS OF MSI TEACHER EDUCATORS AND LEADERS, AND, ULTIMATELY, INCREASING THE EFFECTIVENESS OF THE MSI GRADUATES. VALDOSTA STATE UNIVERSITY 1500 NORTH PATTERSON STREET VALDOSTA GA 31698 586002072 GOVT 43573 0 TO STRENGTHEN TEACHER PREPARATION AT MSIS BY IMPROVING THE TEACHING AND LEARNING CONDITIONS FOR ALL CANDIDATES, INCREASING CAPACITY OF THE MSI TO IMPLEMENT A SUSTAINABLE PROCESS OF CONTINUOUS IMPROVEMENT, INCREASING EFFECTIVENESS OF MSI TEACHER EDUCATORS AND LEADERS, AND, ULTIMATELY, INCREASING THE EFFECTIVENESS OF THE MSI GRADUATES. 15 0 PART I, LINE 2: BRANCHED REQUIRES BI-ANNUAL REPORTS FROM THE SUB-GRANT RECIPIENTS INCLUDING A BUDGET TEMPLATE, BUDGET NARRATIVE AND PROGRAM NARRATIVE REPORTS. THE REPORTS ARE REVIEWED BY FINANCIAL AND PROGRAM PERSONNEL TO CONFIRM THAT THE FUNDS ARE BEING USED IN AN APPROPRIATE MANNER. THE BUDGET TEMPLATE COMPARES THE ACTUAL SPEND TO THE ORIGINALLY SUBMITTED BUDGET AND THE VARIANCES ARE EXPLAINED IN THE BUDGET NARRATIVE. X 1 0 0 0 0 0 0 0 0 DR CASSANDRA HERRING PRESIDENT & CEO 232706 0 34335 0 0 0 14610 0 28232 0 309883 0 0 0 DR PATRICIA MCHATTON CHIEF PROGRAM OFFICER 175141 0 2807 0 0 0 10388 0 8923 0 197259 0 0 0 EDIE MORRIS CONTROLLER (THRU AUG 2023) 105361 0 0 0 56259 0 6575 0 11188 0 179383 0 0 0 DR LUZLEMA CANALES CHIEF OF STAFF 139625 0 15228 0 0 0 9389 0 13715 0 177957 0 0 0 PART I, LINE 3 EDIE MORRIS (CONTROLLER) RECEIVED A $56,259 SEVERANCE PAYMENT FROM THE ORGANIZATION IN CALENDAR YEAR 2023. THIS PAYMENT IS REFLECTED IN HER COMPENSATION LISTED ON SCH. J PART II. UNIVERSITY INSURANCE AGENCY LLC BUSINESS OWNED BY SPOUSE OF PRESIDENT & CEO 24900 INSURANCE BROKER OF RECORD & SALE OF SUPPLEMENTAL INSRUANCE POLICIES TO THE ORGANIZATION AND EMPLOYEES. 0 JOSHUA HERRING SON OF PRESIDENT & CEO 2223 SUMMER INTERNSHIP CONTRACT WORK 0 FORM 990, PART VI, SECTION B, LINE 11B BRANCHED HIRES AN INDEPENDENT CPA FIRM TO PREPARE THE FEDERAL FORM 990. AFTER IT'S PREPARED, MANAGEMENT REVIEWS THE FEDERAL FORM 990 AND SUBMITS IT TO FULL BOARD OF DIRECTORS FOR THEIR REVIEW AND TO ADDRESS ANY QUESTIONS OR CORRECTIONS. UPON THEIR REVIEW AND ACCEPTANCE, IT IS THEN FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C BRANCHED'S CONFLICT OF INTEREST POLICY IS SHARED ANNUALLY WITH THE FULL BOARD, AND THE BOARD IS ASKED TO SHARE ANY CONFLICTS OR ANY POTENTIAL CONFLICTS THAT MAY ARISE. FORM 990, PART VI, SECTION B, LINE 15 IN FY24, BRANCHED CONDUCTED A COMPREHENSIVE COMPENSATIONREVIEW FOR ALL POSITIONS AT BRANCHED. THE REVIEW WAS CONDUCTED BY A COMPENSATION SPECIALIST EMPLOYED BY OUR PEO PARTNER, INSPERITY. THE REVIEW RESULTED IN THE ESTABLISHMENT OF SALARY BANDS AND THE ALIGNMENT OF ALL POSITIONS TO THIS FRAMEWORK, WITH EQUITY INCREASES AND/OR SALARY CAPS IMPLEMENTED THROUGH FY25 SALARY ADJUSTMENTS. ASIDE FROM THIS COMPREHENSIVE COMPENSATION REVIEW, THERE HAVE NOT BEEN INDEPENDENT REVIEWS OF INDIVIDUAL STAFF MEMBER SALARIES. FORM 990, PART VI, SECTION C, LINE 19 BRANCHED MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G FINANCIAL SERVICES/CONSULTANTS: PROGRAM SERVICE EXPENSES 373,984. MANAGEMENT AND GENERAL EXPENSES 553,419. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 927,403.