2022-11-14T14:22:32-06:00 2021-12-31 580692043 MAULDIN & JENKINS LLC 200 GALLERIA PKWY SE STE 1700 ATLANTA GA 303395946 990 2021-01-01 472670990 ACHIEVE ATLANTA INC ACHI 4048803500 191 PEACHTREE STREET NE 1000 ATLANTA GA 30303 TINA FERNANDEZ EXECUTIVE DIRECTOR 4048803500 2022-11-14 1 TINA FERNANDEZ XXX-XX-XXXX JEFF T FUCITO P00120748 7709558600 2022-11-14 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z TINA FERNANDEZ 191 PEACHTREE STREET NE 1000 ATLANTA GA 30303 6900409 0 X ACHIEVEATLANTA.ORG X 2014 GA ACHIEVE ATLANTA ENVISIONS A FUTURE WHERE ATLANTA IS A CITY WHERE RACE AND INCOME NO LONGER PREDICT POSTSECONDARY SUCCESS AND UPWARD MOBILITY. IN SERVICE OF THIS VISION, ACHIEVE ATLANTA'S MISSION IS TO HELP ATLANTA PUBLIC SCHOOLS STUDENTS ACCESS, AFFORD, AND EARN POSTSECONDARY CREDENTIALS. JUST AS IMPORTANT AS WHAT WE DO, IS HOW WE APPROACH OUR WORK. ACHIEVE ATLANTA BELIEVES THAT TO SOLVE THE COMPLEX PROBLEM OF LOW-DEGREE ATTAINMENT, WE MUST WORK ACROSS SECTORS. THEREFORE, ACHIEVE ATLANTA CATALYZES AND FACILITATES RESULTS-DRIVEN CROSS-SECTOR COLLABORATION BY SETTING A VISION, ASSEMBLING TEAMS, AND CREATING CONDITIONS FOR SUCCESS ACROSS A RANGE OF PARTNERS INCLUDING ATLANTA PUBLIC SCHOOLS, NUMEROUS COLLEGES AND UNIVERSITIES, NONPROFIT AND COMMUNITY ORGANIZATIONS, AND MOST IMPORTANTLY, STUDENTS AND FAMILIES. 7 7 27 7 0 0 5872455 6900409 0 0 0 0 0 0 5872455 6900409 401950 437201 0 0 1765350 2072316 0 0 120180 3865725 3603020 6033025 6112537 -160570 787872 4307223 4950097 505949 569343 3801274 4380754 X ACHIEVE ATLANTA'S MISSION IS TO HELP ATLANTA PUBLIC SCHOOL STUDENTS ACCESS, AFFORD, AND EARN POSTSECONDARY CREDENTIALS. 0 0 2917552 COLLEGE ACCESS - SEE SCHEDULE OACHIEVE ATLANTA WORKS WITH ATLANTA PUBLIC SCHOOLS AND PROVIDES STRATEGIC, FINANCIAL AND OPERATIONAL SUPPORT TO DESIGN AND IMPLEMENT A DISTRICT-WIDE COLLEGE ADVISING PROGRAM. AS PART OF THIS EFFORT, ACHIEVE ATLANTA HAS ENGAGED THE COLLEGE ADVISING CORPS TO PROVIDE COLLEGE ADVISERS ACROSS ALL HIGH SCHOOLS TO SUPPORT 12TH GRADERS WITH THE TECHNICAL ASPECTS OF THE COLLEGE-GOING PROCESS (E.G., RESEARCHING COLLEGES, APPLYING TO COLLEGE, REGISTERING FOR COLLEGE ENTRANCE EXAMS, APPLYING FOR FINANCIAL AID AND SCHOLARSHIPS). IN ADDITION, ACHIEVE ATLANTA HAS ENGAGED ONEGOAL, INC. TO WORK WITH COHORTS OF STUDENTS AT VARIOUS HIGH SCHOOLS THROUGH A CREDIT-BEARING ELECTIVE COURSE DESIGNED TO BUILD ACADEMIC SKILLS AND TEACH STUDENTS TO ANTICIPATE AND OVERCOME ROADBLOCKS ON THE PATH TO COLLEGE GRADUATION. FINALLY, ACHIEVE ATLANTA HAS ENGAGED THE COLLEGE BOARD TO PROVIDE IN-SCHOOL SAT TESTING FOR ALL APS JUNIORS AT NO COST TO STUDENTS. SINCE ACHIEVE ATLANTA'S INCEPTION, SIGNIFICANT GAINS HAVE BEEN MADE ON ALL COLLEGE ACCESS LEADING INDICATORS AND COLLEGE ENROLLMENT RATES HAVE INCREASED. 1139410 437201 SCHOLARSHIP PROGRAM - SEE SCHEDULE OTHE ACHIEVE ATLANTA SCHOLARSHIP IS A NEED-BASED AWARD DESIGNED TO SUPPORT ATLANTA PUBLIC SCHOOL STUDENTS PURSUING VARIOUS POSTSECONDARY EDUCATION PATHS AFTER HIGH SCHOOL. FOR STUDENTS ATTENDING A 4-YEAR COLLEGE, ACHIEVE ATLANTA AWARDS UP TO $5000 PER YEAR (RENEWABLE FOR UP TO FOUR YEARS OF SCHOOL). FOR STUDENTS ATTENDING A 2-YEAR OR TECHNICAL COLLEGE, THE AWARD IS UP TO $1500 PER YEAR (RENEWABLE FOR UP TO TWO YEARS OF SCHOOL). THESE SCHOLARSHIPS ARE MEANT TO HELP CLOSE THE FINANCIAL GAPS STUDENTS FACE IN PAYING FOR COLLEGE. THE ACHIEVE ATLANTA SCHOLARSHIP IS AN IMPORTANT PART OF THE ORGANIZATION'S BROADER EFFORT TO DRAMATICALLY INCREASE THE NUMBER OF APS STUDENTS WHO EARN A POSTSECONDARY DEGREE OR CREDENTIAL. 1093229 COLLEGE SUCCESS - SEE SCHEDULE OACHIEVE ATLANTA HAS ESTABLISHED FORMAL RELATIONSHIPS WITH SEVERAL GEORGIA COLLEGES AND UNIVERSITIES TO STREAMLINE ADVISING AND COACHING SERVICES FOR ATLANTA PUBLIC SCHOOLS GRADUATES ATTENDING ONE OF THESE INSTITUTIONS. ACHIEVE ATLANTA HAS ALSO CONTRACTED WITH BEYOND 12 AND EDU-TECH ENTERPRISES, TWO COLLEGE SUCCESS NONPROFITS, TO PROVIDE COACHING AND ADVISING TO ATLANTA PUBLIC SCHOOL GRADUATES WHILE THEY ARE IN COLLEGE. IN ADDITION, ACHIEVE ATLANTA HAS DEVELOPED A PEER-AMBASSADOR PROGRAM, ESTABLISHED MENTAL HEALTH SUPPORTS AND AN EMERGENCY GRANT PROGRAM, AS WELL AS HIRED A COLLEGE COACH FELLOW TO PROVIDE TARGETED SUPPORT TO SCHOLARS IN 2-YEAR AND TECHNICAL PROGRAMS. COLLECTIVELY, THESE EFFORTS ARE INTENDED TO INCREASE THE RATES OF COLLEGE PERSISTENCE AND COMPLETION FOR ATLANTA PUBLIC SCHOOL GRADUATES. TO DATE, ACHIEVE ATLANTA SCHOLARS ARE PERSISTING AND GRADUATING YEAR TO YEAR AT SIMILAR RATES TO STUDENTS OF ALL INCOME LEVELS ENROLLED IN THE UNIVERSITY SYSTEM OF GEORGIA. 5150191 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 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 1 0 0 0 1 69 0 1 27 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 GA X X THE ORGANIZATION 4048803500 191 PEACHTREE STREET NE SUITE 1000 ATLANTA GA 30303 TINA FERNANDEZ EXECUTIVE DIRECTOR 40.00 X 292162 0 28662 KORYNN SCHOOLEY VP, COLLEGE ACCESS 40.00 X 147403 0 21192 SUSANNE DIGGS-WILBORN VP, COLLEGE SUCCESS 40.00 X 130170 0 19679 SAMUEL RAUSCHENBERG VP, DATA STRATEGY 40.00 X 129448 0 12569 WILLIAM TRAN SENIOR DIRECTOR, OPERATIONS 40.00 X 111574 0 6683 SWETA VIVEK SENIOR DIRECTOR, DATA STRATEGY 40.00 X 107862 0 19117 CLAIRE ARNOLD BOARD CHAIR 0.50 X X 0 0 0 BEVERLY TATUM BOARD MEMBER 0.80 X 0 0 0 ERNEST GREER BOARD MEMBER 0.50 X 0 0 0 JOE ARNOLD BOARD MEMBER 0.50 X 0 0 0 KATHY WALLER BOARD MEMBER 2.30 X 0 0 0 MARK BECKER BOARD MEMBER 0.50 X 0 0 0 GREGORY VAUGHN BOARD MEMBER 0.90 X 0 0 0 918619 0 107902 7 0 1 0 COLLEGE ADVISING CORPS INC 301 W BARBEE CHAPEL ROAD CHAPEL HILL NC 27517 PROVIDE COLLEGE ADVISORS IN SCHOOLS IN U 1564316 ONEGOAL 180 N WABASH AVE SUITE 800 CHICAGO IL 60601 PROVIDE MENTOR AND COLLEGE ADVISEMENT SE 501875 BEYOND 12 INC 2101 WEBSTER STREET SUITE 1850 OAKLAND CA 94612 PROVIDE MENTOR AND COLLEGE ADVISEMENT SE 313741 EDU-TECH ENTERPRISES INC 4343 APOLLO COURT MARIETTA GA 30039 PROVIDE MENTOR AND COLLEGE ADVISEMENT SE 167600 BELLWETHER EDUCATION PARTNERS 517 BOSTON POST ROAD 171 SUDBURY MA 01776 STRATEGY SUPPORT AND CONSULTING 113125 5 6120719 208392 571298 6900409 6900409 0 0 0 X 437201 437201 320824 112288 160412 48124 1385572 1002904 332920 49748 54489 39441 13092 1956 191526 138630 46019 6877 119905 86789 28811 4305 148892 148892 3090317 3045690 44627 52459 52459 31592 22867 7591 1134 167665 121359 40286 6020 84166 68077 14678 1411 4337 4337 12610 10200 2199 211 10982 7949 2639 394 6112537 5150191 842166 120180 4138445 4743227 13438 2853 54134 109458 160791 66232 101206 94559 4307223 4950097 505949 569343 505949 569343 X 3790193 3933661 11081 447093 3801274 4380754 4307223 4950097 X 787872 -208392 X X 0 1 X 1 0 X X X 1 THE COMMUNITY FOUNDATION FOR GREATER ATLANTA INC 581344646 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 130291 35732 94559 30500 30500 0 94559 6692017 0 6692017 208392 208392 6900409 6112537 0 6112537 0 6112537 PART XI, LINE 4B - OTHER ADJUSTMENTS: BOOK/TAX ADJUSTMENT FOR PPP LOAN FORGIVENESS 208,392. 1 SCHOLARSHIP AMERICA 1 SCHOLARSHIP WAY ST PETER MN 56082 501C3 437201 0 SCHOLARSHIP PROGRAM SERVICES 1 0 X X X X X 0 0 0 0 0 0 0 0 0 TINA FERNANDEZ EXECUTIVE DIRECTOR 290602 0 0 0 1560 0 17400 0 11262 0 320824 0 0 0 KORYNN SCHOOLEY VP, COLLEGE ACCESS 146443 0 0 0 960 0 8784 0 12408 0 168595 0 0 0 SCH J PART I LINE 3 FOR TINA FERNADEZ'S COMPENSATION, ACHIEVE ATLANTA'S BOARD OF DIRECTORS HIRED AN INDEPENDENT CONSULTING FIRM TO PERFORM A COMPREHENSIVE EVALUATION OF THE CEO'S COMPENSATION PACKAGE. THE ASSESSMENT INCLUDED A REVIEW OF POSITIONS IN SIMILAR ORGANIZATIONS WITH COMPARABLE SIZE, JOB DESCRIPTION, AND OTHER BENCHMARKING DATA. FORM 990, PART VI, SECTION A, LINE 7A A MAJORITY OF THE MEMBERS, OF THE REGULAR BOARD OF DIRECTORS, SHALL BE APPOINTED BY THE BOARD OF DIRECTORS OF THE COMMUNITY FOUNDATION FOR GREATER ATLANTA. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 WAS REVIEWED BY THE MEMBERS OF THE BOARD, ACHIEVE ATLANTA MANAGEMENT, AND RELEVANT MANAGEMENT OF THE COMMUNITY FOUNDATION FOR GREATER ATLANTA. THE BOARD WAS PROVIDED WITH A COPY OF THE RETURN A WEEK IN ADVANCE OF THEIR MEETING. DURING THE MEETING THE RETURN WAS REVIEWED AND DISCUSSED BY BOTH ACHIEVE'S EXECUTIVE DIRECTOR AND THE MAULDIN & JENKINS, LLC TAX TEAM. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST STATEMENT WAS ADOPTED BY ACHIEVE ATLANTA AFTER REVIEW FOR COMPLETENESS BY LEGAL COUNSEL. ANNUALLY, EACH BOARD MEMBER AND OFFICER IS REQUIRED TO REVIEW AND FILE A CONFLICT OF INTEREST STATEMENT. THE STATEMENTS ARE REVIEWED BY THE EXECUTIVE DIRECTOR. AT BOARD MEETINGS, THE BOARD MEMBERS AND OFFICERS MUST DISCLOSE ANY CONFLICT OF INTEREST WITH RESPECT TO EACH ITEM DISCUSSED. THIS PROVIDES THEM AN OPPORTUNITY TO RECUSE THEMSELVES FROM THE VOTE. THE DISCLOSURE IS REFLECTED IN THE MINUTES OF THE MEETING. NEW STAFF, BOARD MEMBERS, AND CONSULTANTS TO ACHIEVE ATLANTA RECEIVE THE POLICY WITH ORIENTATION MATERIALS. THEY COMPLETE THE FORM ACKNOWLEDGING THEIR AGREEMENT TO COMPLY WITH THE CONFLICT OF INTEREST POLICY. THE POLICY IS REVIEWED ANNUALLY. IN ADDITION TO THE CONFLICT OF INTEREST POLICY, A THOROUGH QUESTIONNAIRE WAS SENT OUT TO ALL BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES SUBSEQUENT TO FISCAL YEAR 2018 TO CONFIRM THAT THERE WERE NO CONFLICTS. THIS QUESTIONNAIRE WAS REVIEWED BY THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 15A A FORMAL WRITTEN PERFORMANCE EVALUATION WILL BE COMPLETED BY THE SUPERVISORS WITH ALL EMPLOYEES ANNUALLY. THE PERFORMANCE EVALUATION IS INTENDED TO PROVIDE A FORMAL OPPORTUNITY TO DISCUSS ALL ASPECTS OF AN EMPLOYEE'S PERFORMANCE, STRENGTHS AND AREAS NEEDING IMPROVEMENT. THE PERFORMANCE EVALUATION IS USED FOR ANNUAL SALARY REVIEWS AND TO SUPPORT ALL COMPENSATION DECISIONS. FORM 990, PART VI, SECTION C, LINE 18 AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. AUDITED FINANCIAL STATEMENT AND FORM 990 ARE AVAILABLE ON ORGANIZATION'S WEBSITE. FORM 990, PART IX, LINE 11G ACHIEVE ATLANTA SCHOLAR COACHING AND ADVISING SERVICES: PROGRAM SERVICE EXPENSES 593,039. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 593,039. RECRUITING, SELECTING, & TRAINING FOR COLLEGE ACCESS PROGRAM: PROGRAM SERVICE EXPENSES 2,250,632. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,250,632. OTHER CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 44,627. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 44,627. SCHOLARSHIP ADMINISTRATION: PROGRAM SERVICE EXPENSES 202,019. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 202,019. FORM 990, PART XI, LINE 9: PPP LOAN FORGIVENESS -208,392. FORM 990, PART XII, LINE 2C THERE WERE NO CHANGES TO PROCEDURES FOR FINANCIAL STATEMENT OVERSIGHT. FORM 990, PART XI, LINE 9 CONTRIBUTION REVENUE REPORTED ON FORM 990 INCLUDES $208,392 IN FORGIVEN PPP LOAN INCOME THAT WAS RECOGNIZED IN THE 2020 AUDITED FINANCIAL STATEMENTS. IN ACCORDANCE WITH IRS GUIDANCE, THE PPP FORGIVEN LOAN REVENUE ON FORM 990 IS RECOGNIZED AS A CONTRIBUTION IN THE YEAR THAT FORGIVENESS IS GRANTED. ACHIEVE ATLANTA RECEIVED NOTICE OF FORGIVENESS ON MARCH 15, 2021. FORM 990, PART I, LINE 6; VOLUNTEER PARTICIPATION VOLUNTEERS CONTRIBUTE TO THE SUCCESS OF ACHIEVE ATLANTA. MEMBERS OF OUR BOARD OFFER THEIR EXPERTISE AND EXPERIENCE TO BETTER OUR WORK FOR OUR PROGRAM AREAS. FORM 990, PART VI, SECTION B, LINE 13; WHISTLEBLOWER/CONFIDENTIALITY POLICY ACHIEVE ATLANTA IS COMMITTED TO MAINTAINING THE HIGHEST STANDARD OF CONDUCT AND ETHICS. OUR FRAUDULENT OR DISHONEST CONDUCT AND WHISTLEBLOWER POLICY REFLECTS THIS COMMITMENT. THIS POLICY WAS FORMALLY ADOPTED IN 2015. ACHIEVE ATLANTA PROVIDES ANNUAL STAFF EDUCATION ABOUT ETHICS ISSUES AND EMPLOYS A CONFIDENTIAL SERVICE FOR WHICH EMPLOYEES MAY DIRECT CONCERNS IN A CONFIDENTIAL MANNER. THE COMMUNITY FOUNDATION FOR GREATER ATLANTA INC 191 PEACHTREE STREET NE SUITE 1000 ATLANTA GA 30303 581344646 PHILANTHROPIC SERVICES GA 501(C)(3) LINE 7 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0