2022-11-14T14:41:57-06:00 2022-06-30 111986323 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2021-07-01 271635830 ACHIEVING THE DREAM INC ACHI 2404500075 8484 GEORGIA AVENUE 500 SILVER SPRING MD 20910 KAREN A STOUT PRESIDENT & CEO 2404500075 2022-11-14 1 KAREN STOUT 999009999 FRANK H SMITH P00639053 2022274000 2022-11-14 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z KAREN A STOUT 8484 GEORGIA AVENUE 500 SILVER SPRING MD 20910 43613666 0 X WWW.ACHIEVINGTHEDREAM.ORG X 2009 NC LEAD A NETWORK OF COMMUNITY COLLEGES TO ACHIEVE SUSTAINABLE INSTITUTIONAL TRANSFORMATION. 13 13 71 13 0 0 27412714 13807317 8302388 8816848 174440 524880 -1067 7025 35888475 23156070 485250 747000 0 0 6797643 8929562 0 0 284409 6090470 7659718 13373363 17336280 22515112 5819790 49802525 48979373 7384895 4485361 42417630 44494012 X TO LEAD AND SUPPORT A NATIONAL NETWORK OF COMMUNITY COLLEGES TO ACHIEVE SUSTAINABLE INSTITUTIONAL TRANSFORMATION THROUGH SHARING KNOWLEDGE, INNOVATIVE SOLUTIONS AND EFFECTIVE PRACTICES AND POLICIES LEADING TO IMPROVED OUTCOMES FOR ALL STUDENTS. 0 0 6977069 393445 5822499 I: NETWORK ENGAGEMENTS, PROGRAMS:OUR WORK IN THIS AREA FOCUSES ON THE IDEATION, DESIGN AND INCUBATION OF PROGRAMMATIC SUPPORTS FOR THE COLLEGES AND PARTNERS WE SERVE AS WELL AS STRENGTHENING ATD'S CAPACITY TO DO THIS WORK. ATD MOVES THE FIELD FORWARD BY EXPLORING IDEAS AND DEVELOPING SOLUTIONS IN RESPONSE TO NEW SOLUTIONS AND ADVOCATING FOR PRACTICES COLLEGES WHO HAVE COMPLETED THEIR FIRST THREE YEARS MOVE TO ACCELERATE THEIR TRANSFORMATION BY SELECTING MORE TAILORED SUPPORTS IN SUBSEQUENT YEARS. COLLEGES CAN DELVE INTO HOLISTIC STUDENT SUPPORTS, EQUITY SERVICES, K12 PARTNERSHIP, OR TEACHING AND LEARNING SERVICES, WHICH COME WITH MORE IN-DEPTH ASSESSMENTS, COACHING AND TECHNICAL ASSISTANCE. THESE INNOVATIONS DRIVE INSTITUTIONAL TRANSFORMATION AROUND EQUITY, ACCESS, AND MOBILITY. LAST YEAR, ATD AND THE UNIVERSITY OF SOUTHERN CALIFORNIA, WITH FUNDING FROM THE KRESGE FOUNDATION AND GREATER TEXAS FOUNDATION, LAUNCHED A NEW INITIATIVE, THE RACIAL EQUITY LEADERSHIP ACADEMY, WHICH SUPPORTED A GROUP OF TEN COLLEGES THROUGH STRATEGIC RACIAL EQUITY CHANGE EFFORTS BEGINNING IN 2021 AND CONTINUING THROUGH THE SPRING OF 2022. THROUGH AN ONGOING GRANT FROM THE WILLIAM AND FLORA HEWLETT FOUNDATION, ATD CONTINUED OUR OER WORK WITH THE TENNESSEE BOARD OF REGENTS AIMED AT REMOVING FINANCIAL ROADBLOCKS THAT CAN DERAIL STUDENTS' PROGRESS AND SPURRING INNOVATION IN COURSE DESIGN THAT WILL INCREASE THE LIKELIHOOD OF COURSE COMPLETION. ATD ALSO RELEASED A STUDY FUNDED BY HEWLETT EXPLORING HOW OPEN EDUCATIONAL RESOURCES CAN TRANSFORM TEACHING AND LEARNING. WITH AN INCREASED FOCUS ON PROFOUNDLY EXPANDING ACCESS TO COLLEGE, ATD IS WORKING TO BOLSTER ENROLLMENT OF ADULT LEARNERS. THE PRIORITIZING ADULT COMMUNITY COLLEGE ENROLLMENT INITIATIVE SUPPORTS 20 COMMUNITY COLLEGES ACROSS THE NATIONAL SCALE UP PROMISING EFFORTS TO REENROLL ADULT LEARNERS IN COMMUNITY COLLEGES, WITH SUPPORT FROM THE LUMINA FOUNDATION FOR EDUCATION. FINALLY, OVER THE LAST YEAR, ATD CONTINUED ITS WORK AS AN INTERMEDIARY FOR SCALE WITH SUPPORT FROM THE BILL & MELINDA GATES FOUNDATION TO FURTHER ATD'S WORK IN TRANSFORMING COLLEGES AS A CONNECTOR, ADVISOR, AND STRATEGIST. IN THE INITIAL PHASE OF THIS WORK, ATD AND OTHER IFS INSTITUTIONS WERE FOCUSED ON BUILDING CAPACITY TO SUPPORT COLLEGES AND UNIVERSITIES INTERESTED IN STUDENT-CENTERED TRANSFORMATION. 4862177 318000 115498 II: NETWORK ENGAGEMENT, SERVICESACHIEVING THE DREAM, INC. (ATD) IS THE LEADING COLLEGE NETWORK CHAMPIONING EVIDENCE-BASED INSTITUTIONAL IMPROVEMENT TO HELP COMMUNITY COLLEGES IMPROVE OUTCOMES FOR LOW-INCOME STUDENTS AND STUDENTS OF COLOR WHO DREAM OF ACHIEVING THEIR GOALS FOR ACADEMIC SUCCESS AND ECONOMIC OPPORTUNITY. THE ATD NETWORK INCLUDES NEARLY 300 COLLEGES IN 45 STATES AND THE DISTRICT OF COLUMBIA. COLLEGES IN THE ATD NETWORK HAVE BEEN ABLE TO DEMONSTRATE DOUBLE-DIGIT DEGREE COMPLETION GAINS AND SUBSTANTIALLY CLOSE EQUITY GAPS BETWEEN SUBPOPULATIONS OF STUDENTS. ATD COLLEGES ROUTINELY GET SELECTED FOR PRESTIGIOUS NATIONAL AWARDS LIKE THE ASPEN PRIZE FOR COMMUNITY COLLEGE EXCELLENCE. A COLLEGE WILL TYPICALLY JOIN THE ATD NATIONAL NETWORK THROUGH A STRUCTURED 3-YEAR EXPERIENCE IN WHICH IT IS SUPPORTED BY COACHES TO EXAMINE INSTITUTIONAL DATA, IDENTIFY EQUITY GAPS, ASSESS CORE INSTITUTIONAL CAPACITIES AND DEVELOP STRATEGIES TO REDESIGN POLICIES, PRACTICES AND STRUCTURES SO THAT ALL STUDENTS HAVE ACCESSIBLE, EQUITABLE AND RELEVANT ACADEMIC AND SOCIAL EXPERIENCES. THROUGHOUT THIS THREE-YEAR FOUNDATIONS OF TRANSFORMATION EXPERIENCE AND BEYOND, ATD SUPPORTS COLLEGES IN BUILDING THEIR CAPACITY TO CONDUCT CONTINUOUS IMPROVEMENT TOWARDS CLOSING EQUITY GAPS. WITH SUPPORT FROM COGNIZANT US FOUNDATION, JP MORGAN CHASE FOUNDATION, WALMART FOUNDATION, ASCENDIUM EDUCATION GROUP, AND THE COMMUNITY FOCUS FUND AT THE CHICAGO COMMUNITY FOUNDATION, ATD LAUNCHED THE FOUNDATIONS OF TRANSFORMATION EXPERIENCE WITH A COHORT OF RURAL COLLEGES TO INCREASE THEIR CAPACITY TO PROVIDE STUDENTS THE SKILLS NEEDED FOR TOMORROW'S WORKFORCE AND CONNECT STUDENTS WITH CAREERS IN THE DIGITAL ECONOMY. ADDITIONALLY, THE WOODWARD HINES EDUCATION FOUNDATION CONTINUED ITS SUPPORT TO FUND THE NETWORK FEES TWO MISSISSIPPI COLLEGES TO PARTICIPATE IN THE ACHIEVING THE DREAM 3-YEAR TRANSFORMATIONAL CHANGE NETWORK EXPERIENCE. ATD ALSO CONTINUED ITS WORK, WITH SUPPORT FROM ASCENDIUM EDUCATION GROUP, COACHING 33 TRIBAL COLLEGE AND UNIVERSITIES. THESE INSTITUTIONS HAVE DEMONSTRATED VAST IMPROVEMENTS IN THEIR ABILITY TO COLLECT AND USE DATA EFFECTIVELY TO CLOSE ACHIEVEMENT GAPS AND THE GRANT HAS ENABLED TO ATD HAS CREATED CONTENT AND COACHING PROCESSES THAT ARE CULTURALLY RESPONSIVE. WITH SUPPORT FROM AN ANONYMOUS FUNDER, ATD CONTINUED ITS WORK, TESTING OUR HOLISTIC STUDENT SUPPORTS MATERIALS IN THE TRIBAL COMMUNITY COLLEGE AND UNIVERSITY SETTING. EVIDENCE-BASED INSTITUTIONAL TRANSFORMATION REQUIRES COLLEGES TO EVALUATE DATA TO IDENTIFY EQUITY GAPS. THROUGH A BILL & MELINDA GATES FOUNDATION POSTSECONDARY DATA PARTNERSHIP INITIATIVE, WE ARE SUPPORTING DOZENS OF ATD NETWORK COLLEGES' TRANSITION TO THE POST-SECONDARY DATA PARTNERSHIP, ALLOWING SCHOOLS TO CAPTURE MORE PRECISE DATA POINTS AND ACCESS DATA FROM ONE PORTAL. LEARNING EVENTS THROUGHOUT THE YEAR SERVE AN IMPORTANT ROLE IN FURTHERING THE TRANSFORMATIONAL WORK AT THE COLLEGES. THESE EVENTS INCLUDE OUR MARQUEE NETWORK-WIDE CONVENING, DREAM, WHERE MORE THAN 3400 COMMUNITY COLLEGE LEADERS, PRACTITIONERS, AND FUNDERS GATHERED VIRTUALLY TO WORK TOGETHER AND LEARN BEST PRACTICES AND ANNUAL DATA & ANALYTICS SUMMIT, ATTENDED BY MORE THAN 300 PRACTITIONERS, FOCUSED ON IMPROVING STUDENT SUCCESS OUTCOMES BY BUILDING CAPACITY AND DEVELOPING A CULTURE OF INQUIRY ACROSS THE INSTITUTION. AT DREAM, WE RECOGNIZE THE ACCOMPLISHMENTS OF INSTITUTIONS THAT HAVE SHOWN MEANINGFUL ENGAGEMENT WITH ATD AND GROWTH IN STUDENT OUTCOMES THROUGH OUR LEADER COLLEGE, LEADER COLLEGE OF DISTINCTION, AND LEAH MEYER AUSTIN AWARD (RECOGNIZING FOUR-YEAR IMPROVEMENT IN THREE-YEAR COLLEGE GRADUATION RATES OR IMPROVEMENT IN TRANSFER OUT TO BACHELOR'S COMPLETION). DREAM AND OTHER HIGHLY FOCUSED EVENTS ALLOW ATD TO DEEPEN ITS CONNECTION TO NETWORK COLLEGES, SHOWCASE EFFECTIVE PRACTICES, AND DRAW IN NEW COLLEGES INTERESTED IN ENGAGING IN INSTITUTIONAL TRANSFORMATION. 966349 35555 128100 III: K-12 PARTNERSHIPSATD'S K12 PARTNERSHIP WORK STEMS FROM ITS 2019 MERGER WITH GATEWAY TO COLLEGE NATIONAL NETWORK. LAST YEAR, ATD CONTINUED ITS SUPPORT OF OUR NEARLY 30 GATEWAY TO COLLEGE PROGRAMS WITH FUNDING FROM THE BARR FOUNDATION. THESE PROGRAMS REENGAGE OFF TRACK AND OUT OF SCHOOL YOUTH IN COLLEGE-BASED REENGAGEMENT PROGRAMS, WITH MOST STUDENTS GRADUATING AND CONTINUING ON IN POSTSECONDARY EDUCATION. LAST YEAR, ATD CONTINUED ITS WORK WITH A COHORT OF FOUR COMMUNITIES IN BUILDING SCHOOL TO COLLEGE TO CAREER PATHWAYS, WITH SUPPORT FROM THE CARNEGIE CORPORATION OF NEW YORK. BY BRINGING TOGETHER HIGH SCHOOL EDUCATORS, COMMUNITY COLLEGES FACULTY, WORKFORCE DEVELOPMENT PROFESSIONALS, AND EMPLOYERS, THIS INITIATIVE AIMS TO CLOSE GAPS IN LOCAL EDUCATIONAL PIPELINES THAT PREVENT ECONOMICALLY MARGINALIZED YOUNG PEOPLE FROM ACHIEVING ECONOMIC MOBILITY. FINALLY, IN FY22, ATD HELD ITS FIRST K12 PARTNERSHIP INSTITUTE, WHICH BROUGHT TOGETHER 250 LEADERS FROM COMMUNITY COLLEGES, K12 DISTRICTS, AND COMMUNITY-BASED ORGANIZATIONS TO SHARE LEARNINGS ON BUILDING EQUITABLE K12 PARTNERSHIPS WITH COMMUNITY COLLEGES. 12805595 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 141 0 1 71 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 1 0 X EMILY FROIMSON 2404500075 8484 GEORGIA AVENUE 500 SILVER SPRING MD 20910 DR CHRISTINE JOHNSON GOVERNANCE CMTE CHAIR, SECRETARY 2.00 X X 0 0 0 LOUIS TESTONI TREASURER AUDIT & FINANCE CMTE CHAIR 4.00 X X 0 0 0 DR MICHAEL VILLARREAL PROGRAM CMTE CHAIR 2.00 X X 0 0 0 DR ALEX JOHNSON BOARD CHAIR, DIRECTOR 4.00 X X 0 0 0 DR GREGORY D WILLIAMS VICE CHAIR, DIRECTOR 2.00 X X 0 0 0 DR PAM EDDINGER DIRECTOR 1.00 X 0 0 0 DR MIKE FLORES DIRECTOR 1.00 X 0 0 0 LARRY KUBAL DIRECTOR 1.00 X 0 0 0 DR BARBARA LOMBARDO DIRECTOR 1.00 X 0 0 0 DR MARY ALICE MCCARTHY DIRECTOR 1.00 X 0 0 0 DR NICOLE MELANDER DIRECTOR 1.00 X 0 0 0 RICARDO TORRES DIRECTOR 1.00 X 0 0 0 SUZANNE WALSH DIRECTOR 1.00 X 0 0 0 KAREN A STOUT PRESIDENT & CEO 40.00 X 471945 0 27694 EMILY FROIMSON EXECUTIVE VICE PRESIDENT 40.00 X 210357 0 15588 SUSAN MAYER CHIEF LEARNING OFFICER 40.00 X 203980 0 24010 MONICA PARRISH TRENT VICE PRESIDENT, NETWORK ENGAGEMENT 40.00 X 208060 0 16539 TIA PLUNKETT-MCQUEEN CHIEF HUMAN RESOURCES OFFICER 40.00 X 167008 0 33023 BRYAN STRAATHOF VP, FINANCE & ADMIN. UNTIL 01/22 40.00 X 171700 0 12843 CAROL A LINCOLN SENIOR VICE PRESIDENT 40.00 X 156421 0 16417 LAURIE HEACOCK SR ADVISOR DATA, TECH. & ANALYTICS 40.00 X 162386 0 9628 KHALISA JACOBS CHIEF OF STAFF 40.00 X 144177 0 22707 1896034 0 178449 30 0 1 0 ASSOC OF COLLEGE AND UNIVERSITY EDUCATO 745 5TH AVE SUITE 500 NEW YORK NY 10151 PROGRAM RELATED CONSULTING SERVICES 280000 COMMUNICATIONWORKS LLC 2101 L ST NW SUITE 800 WASHINGTON DC 20037 CONSULTING SERVICES 231963 MDRC 200 VESEY ST 23RD FLOOR NEW YORK NY 10281 RESEARCH SERVICES 180339 TERRI MANNING 116 CHIMNEY ROCK COURT DENVER NC 28037 COACHING SERVICES 108362 CAMPUS WORKS INC 1767 LAKEWOOD RANCE BLVD 305 BRADENTON FL 34211 CIO SERVICES 106107 7 1959991 11847326 13807317 PROGRAM SERVICE FEES 900099 5206854 5206854 CONTRACTS 900099 2448810 2448810 CONFERENCE 900099 1122984 1122984 HONORARIUM 900099 38200 38200 8816848 725425 725425 20255524 20456069 -200545 -200545 -200545 6047 1527 4520 4520 MISCELLANEOUS 900099 2505 2505 2505 23156070 8816848 0 531905 X 722500 722500 24500 24500 1197995 754172 414235 29588 6182664 4303041 1679566 200057 444005 304849 124677 14479 569875 390431 161608 17836 535023 366643 151671 16709 5697 3904 1615 178 70706 23305 46339 1062 69041 37530 31511 5056569 4509355 546883 331 198749 5490 193259 87724 67150 20574 588359 187881 400478 319362 27067 292295 496193 465812 27362 3019 598471 579671 18800 67651 67651 31204 31204 DUES & PUBLICATIONS 44194 16419 27775 PROFESSIONAL DEVEL. 24835 14915 8770 1150 MISCELLANEOUS EXPENSES 963 960 3 17336280 12805595 4246276 284409 3493504 5311037 5349744 1795297 5595977 7182722 315004 1195683 21 40 3512 2749 433668 614223 385103 192653 211480 192450 34347758 32633315 51857 51857 49802525 48979373 1338045 1645075 3612908 2540042 2109991 0 323951 300244 7384895 4485361 X 28661780 27952433 13755850 16541579 42417630 44494012 49802525 48979373 5819790 -3743408 0 X 0 1 X 1 0 X 4508568 10115766 13327924 27412714 13807317 69172289 4508568 10115766 13327924 27412714 13807317 69172289 24694228 44478061 190693 194215 251366 242777 725425 1604476 19032 127 233 2505 21897 70798662 39919684 0.62820 0.60230 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2017 AMOUNT: $ 40. 2018 AMOUNT: $ 127. 2019 AMOUNT: $ 233. 2021 AMOUNT: $ 2,505. PUBLICATION SALES - 2017 AMOUNT: $ 18,992. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 57179 26071 31108 327924 166582 161342 192450 DEFERRED RENT 180238 DEFERRED COMPENSATION LIABILITY 120006 300244 X 19414189 -3743408 1527 -3741881 23156070 0 23156070 17337807 1527 1527 17336280 0 17336280 PART X, LINE 2: THE ORGANIZATION PERFORMED AN EVALUATION OF UNCERTAINTY IN INCOME TAXES FOR THE YEAR ENDED JUNE 30, 2022 AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 1,527. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 1,527. 1 FOND DU LAC TRIBAL AND COMMUNITY COLLEGE 2101 14TH STREET CLOQUET MN 55720 411687554 115 51230 0 IMPLEMENTATION GRANTS JACKSON STATE UNIVERSITY 1400 JOHN R LYNCH ST JACKSON MS 39217 646000507 115 45000 0 IMPLEMENTATION GRANTS UNIVERSITY OF MARYLAND BALTIMORE COUNTY 3300 METZEROTT ROAD ADELPHI MD 20783 521125663 501(C)3 45000 0 IMPLEMENTATION GRANTS HARPER COLLEGE 1200 W ALGONQUIN ROAD PALATINE IL 60067 362682782 115 45000 0 IMPLEMENTATION GRANTS ILISAGVIK COLLEGE PO BOX 749 BARROW AK 99723 920158414 501(C)3 41666 0 IMPLEMENTATION GRANTS STONE CHILD COLLEGE 8294 UPPER BOX ELDER RD BOX ELDER MT 59521 810420650 501(C)3 41666 0 IMPLEMENTATION GRANTS UNITED TRIBES TECHNICAL COLLEGE 3315 UNIVERSITY DR BISMARK MD 58504 450314233 501(C)3 41666 0 IMPLEMENTATION GRANTS NUETA HIDATSA SAHNISH COLLEGE PO BOX 490 NEW TOWN ND 58763 450322990 501(C)3 41666 0 IMPLEMENTATION GRANTS BOROUGH OF MANHATTAN COMMUNITY COLLEGE 199 CHAMBERS STREET NEW YORK NY 10007 461371336 115 32500 0 IMPLEMENTATION GRANTS TALLAHASSEE COMMUNITY COLLEGE 444 APPLEYARD DR TALLAHASSEE FL 32304 591141270 115 25000 0 AWARD BERKSHIRE COMMUNITY COLLEGE 1350 WEST ST PITTSFIELD MA 01201 042500539 115 20000 0 IMPLEMENTATION GRANTS SOUTHEAST KENTUCKY COMMUNITY & TECHNICAL COLLEGE 700 COLLEGE RD CUMBERLAND KY 40823 611320380 115 20000 0 IMPLEMENTATION GRANTS NORTHWEST MISSISSIPPI COMMUNITY COLLEGE 4975 HIGHWAY 51 NORTH SENATOBIA MS 38668 646001610 115 20000 0 IMPLEMENTATION GRANTS 13 0 SCHOLARSHIPS 7 24500 PART I, LINE 2: ATD PROVIDES SCHOLARSHIPS TO VARIOUS INDIVIDUALS IN ORDER TO HELP SUPPORT ACTIVITIES UNDER VARIOUS FUNDED LEARNING INITIATIVES, ALL DESIGNED TO IMPROVE STUDENT SUCCESS OUTCOMES. DURING THE LIFE OF A GRANT MADE BY ATD TO AN ENTITY IN THE UNITED STATES (NO LESS FREQUENTLY THAN ANNUALLY) THE RECIPIENT PROVIDES ATD A FINANCIAL AND NARRATIVE REPORT ON THE USE OF THE GRANT FUNDS. X 0 1 X X X X 0 0 0 0 0 0 0 1 0 KAREN A STOUT PRESIDENT & CEO 409633 0 42000 0 20312 0 17400 0 10294 0 499639 0 0 0 SUSAN MAYER CHIEF LEARNING OFFICER 203980 0 0 0 0 0 12269 0 11741 0 227990 0 0 0 EMILY FROIMSON EXECUTIVE VICE PRESIDENT 210357 0 0 0 0 0 12652 0 2936 0 225945 0 0 0 MONICA PARRISH TRENT VICE PRESIDENT, NETWORK ENGAGEMENT 208060 0 0 0 0 0 12514 0 4025 0 224599 0 0 0 TIA PLUNKETT-MCQUEEN CHIEF HUMAN RESOURCES OFFICER 167008 0 0 0 0 0 10070 0 22953 0 200031 0 0 0 BRYAN STRAATHOF VP, FINANCE & ADMIN. UNTIL 01/22 171700 0 0 0 0 0 10325 0 2518 0 184543 0 0 0 CAROL A LINCOLN SENIOR VICE PRESIDENT 156421 0 0 0 0 0 9406 0 7011 0 172838 0 0 0 LAURIE HEACOCK SR ADVISOR DATA, TECH. & ANALYTICS 162386 0 0 0 0 0 9628 0 0 0 172014 0 0 0 KHALISA JACOBS CHIEF OF STAFF 144177 0 0 0 0 0 8762 0 13945 0 166884 0 0 0 PART I, LINE 7 KAREN A. STOUT, WHO SERVES AS PRESIDENT & CEO RECEIVED A BONUS IN THE AMOUNT OF $42,000 THAT WAS BASES ON PERFORMANCE - AT THE DISCRETION OF THE BOARD OF DIRECTORS FOR THE YEAR ENDED DECEMBER 31, 2021. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT VERSION OF THE FEDERAL FORM 990 IS REVIEWED IN DETAIL BY THE AUDIT AND FINANCE COMMITTEE AND IS PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS AND DIRECTORS ARE REQUIRED ANNUALLY TO SIGN A FORM THAT INDICATES THAT THEY HAVE RECEIVED THE CONFLICT OF INTEREST POLICY, READ AND UNDERSTOOD THE POLICY, AND ARE IN COMPLIANCE WITH THE POLICY. THE FORMS ARE UPDATED EACH YEAR DURING THE BOARD OF DIRECTORS ANNUAL MEETING (TYPICALLY IN OCTOBER OR NOVEMBER) AND ARE REVIEWED AT THAT TIME FOR ANY POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 IN COMPLIANCE WITH IRS GUIDELINES FOR APPROVAL OF SENIOR MANAGEMENT COMPENSATION, THE BOARD OF DIRECTORS OF ATD FOLLOWS THE BELOW REVIEW-AND-APPROVAL PROCESS WITH REGARD TO COMPENSATION OF ITS KEY EMPLOYEES: 1. IMPARTIAL DECISION MAKERS: COMPENSATION MUST BE APPROVED IN ADVANCE BY THE BOARD OF DIRECTORS OR DESIGNATED SUB-COMMITTEE COMPOSED ENTIRELY OF INDIVIDUALS WHO DO NOT HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT. 2. COMPARABILITY DATA: WHEN CONSIDERING COMPENSATION OF KEY EMPLOYEES, COMPARABILITY DATA THAT DEMONSTRATES THE FAIR MARKET VALUE OF THE COMPENSATION IN QUESTION. THIS DATA MAY INCLUDE BUT IS NOT LIMITED TO THE FOLLOWING: A) EXPERT COMPENSATION STUDIES BY INDEPENDENT FIRMS; B) WRITTEN JOB OFFERS FOR POSITIONS AT SIMILAR ORGANIZATIONS; C) DOCUMENTED TELEPHONE CALLS ABOUT SIMILAR POSITIONS AT BOTH NONPROFIT AND FOR-PROFIT ORGANIZATIONS; AND D) INFORMATION OBTAINED FROM THE IRS FORM 990 FILINGS OF SIMILAR ORGANIZATIONS. IN DETERMINING WHETHER THE COMPENSATION PAID IS REASONABLE, THE BOARD OF DIRECTORS WILL TAKE INTO ACCOUNT ALL BENEFITS PAID BY THE ORGANIZATION. 3. CONTEMPORANEOUS DOCUMENTATION: DOCUMENTATION MUST BE MAINTAINED WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. 4. SCHEDULE OF COMPENSATION DELIBERATIONS: THE BOARD OF DIRECTOR'S REVIEW AND APPROVAL OF COMPENSATION SHALL OCCUR INITIALLY UPON HIRING, WHENEVER THE TERM OF EMPLOYMENT, IF ANY, IS RENEWED OR EXTENDED, AND WHENEVER THE COMPENSATION IS MODIFIED. FORM 990, PART VI, SECTION C, LINE 19 ATD'S FEDERAL FORM 990, FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, AND GOVERNING DOCUMENTS ARE AVAILABLE TO PUBLIC UPON WRITTEN REQUEST TO THE EXECUTIVE VICE PRESIDENT. FORM 990, PART IX, LINE 11G STAFF DEVELOPMENT: PROGRAM SERVICE EXPENSES 7,332. MANAGEMENT AND GENERAL EXPENSES 3,041. FUNDRAISING EXPENSES 331. TOTAL EXPENSES 10,704. PROGRAM CONSULTANTS: PROGRAM SERVICE EXPENSES 2,329,566. MANAGEMENT AND GENERAL EXPENSES 245,188. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,574,754. CONSULTING & CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 40. MANAGEMENT AND GENERAL EXPENSES 181,930. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 181,970. DATA COACHES: PROGRAM SERVICE EXPENSES 2,135,633. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,135,633. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 36,784. MANAGEMENT AND GENERAL EXPENSES 116,724. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 153,508.