2021-08-30T11:36:45-05:00 2020-12-31 ERNST & YOUNG US LLP 1101 NEW YORK AVE NW WASHINGTON DC 20005 990 2020-01-01 391853833 Ascendium Education Solutions Inc % HOPE MERRY ASCE 6087332559 2501 International Lane Madison WI 53704 Richard George President & CEO 6087332516 2021-08-27 true Richard George XXX-XX-XXXX AMBER GAZICA P01391011 2023276000 3 2020 2022-09-23 18:48:47Z Richard George 2501 International Lane Madison WI 53704 427280088 false X www.ascendiumeducation.org X 1996 WI SUPPORTS INCREASED ACCESS TO AND SUCCESS IN POST-SECONDARY EDUCATION AS A NATIONAL GRANTMAKER, A FEDERAL STUDENT LOAN GUARANTY AGENCY AND A PROVIDER OF STUDENT SUCESS SERVICES 7 6 217 0 0 0 0 487441800 389231175 14999085 914737 8827798 37134176 511268683 427280088 113866692 100328271 0 0 18374613 18826753 0 0 0 186996642 194086031 319237947 313241055 192030736 114039033 284705811 288144309 244592199 183967934 40113612 104176375 X ASCENDIUM EDUCATION SOLUTIONS, INC. OPERATES TO PROVIDE FOR PHILANTHROPIC SUPPORT AND COST EFFECTIVE ENABLEMENT OF ACCESS TO AND PERSISTENCE IN POST-SECONDARY EDUCATION BY PROVIDING FULL-RANGE GUARANTY AGENCY SERVICES AND GRANT SUPPORT TO FUNDING SOURCES, EDUCATIONAL INSTITUTIONS, CHARITABLE ORGANIZATIONS, AND OTHERS TO BROADEN FEDERALLY GUARANTEED LOAN AVAILABILITY AND PURSUIT OF AND PARTICIPATION IN POST-SECONDARY EDUCATION IN ACCORDANCE WITH THE FEDERAL HIGHER EDUCATION ACT OF 1965, AS AMENDED. THIS MISSION STATEMENT HAS BEEN REVIEWED, ACKNOWLEDGED AND INFORMALLY APPROVED BY THE BOARD. false false 277505812 100328271 389231175 Ascendium Education Solutions, Inc. operates to provide for philanthropic support and cost effective enablement of access to and persistence in post-secondary education by providing full-range guaranty agency services and grant support to funding sources, educational institutions, charitable organizations, and others to broaden federally guaranteed loan availability and pursuit of and participation in post-secondary education in accordance with the Federal Higher Education Act of 1965, as amended. 277505812 true false false false false false false false true false true false false false true false false true false false false false false false false false false true true true false false false false false false false false false false false false false true true true false false true 0 0 217 true false false false false false false false false false false false false X 7 6 true false false false true true true true true false false true true true true true true true true false IN X HOPE MERRY 6087332584 2501 INTERNATIONAL LANE Madison WI 53704 X Richard D George 23 Chair/Pres/CEO/Treas 18.0 33.0 X X 0 798900 51779 Jeff Crosby 3 Chief Operating Officer 42.0 8.0 X 496743 0 40578 Hope Merry 3 Chief Financial Officer 34.0 16.0 X 0 373772 46324 Jacqueline Fairbairn 3 Chief Compliance Officer 49.0 1.0 X 278698 0 47490 Beth Erickson 3 VP - Repayment Solutions 50.0 0.0 X 284373 0 31048 Rebecca Rapp 3 Gen Cnsl & Asst Secretary 18.0 28.0 X 0 273217 42016 Amy Kobishop 3 VP - Community Investments 48.0 3.0 X 275086 0 33381 Brian Kobishop 3 VP - IT/Security/Logistics 32.0 12.0 X 0 276540 18959 Maureen Harrill 3 VP - Human Resources 32.0 12.0 X 0 207850 34951 Matthew Harlowe 3 Director Internal Audit 25.0 25.0 X 0 208683 23429 Rebecca Villarreal 3 Director - Education Grantmakg 45.0 0.0 X 194689 0 21361 Jeffrey Dick 3 Systems Analyst 45.0 0.0 X 166377 0 38271 Barbara Wilhelm 3 Director - Claims Review 45.0 0.0 X 157978 0 30885 Eric Wilson Deputy Dir - Edn Philanthropy 45.0 0.0 X 131474 0 16992 Caralyn Hansen 3 Attigo Sr Mktg Strategist 45.0 0.0 X 133988 0 12618 Brett Lindquist 3 VP - Strategic Communications 32.0 12.0 X 0 35177 14976 Cynthia Walsh 1 Director 3.0 0.0 X 16500 0 0 Richard A Weiss 1 Director 1.0 2.0 X 5500 11000 0 Emerson Brumback 1 Director 1.0 2.0 X 7200 7200 0 Mary Burke 1 Director 1.0 2.0 X 4800 9600 0 David J Hanson 1 Director/Secretary 1.0 2.0 X 4800 9600 0 Thomas A Scarlett 1 Director 3.0 0.0 X 14400 0 0 2172606 2211539 505058 26 false true false 0 0 COLLECTIONS & REHABILITATIONS 900099 338160802 338160802 ACCOUNT MAINTENANCE FEES 900099 32396312 32396312 DEFAULT AVERSION FEES 900099 18004895 18004895 COLLEGE COST METER FEES 900099 224780 224780 COHORT CATALYST FEES 900099 377553 377553 66833 66833 389231175 914737 914737 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CONT AFFL CONS FV ADJ 28358386 28358386 GUAR MISC. INCOME 900099 4090027 4090027 638175 AES/MDHE CONTRACT 900099 3549967 3549967 1135796 1135796 37134176 427280088 421679588 6238675 X 99931503 99931503 396768 396768 0 0 1890034 1836834 53200 0 12648005 12171636 476369 1045267 1005748 39519 2614172 2515557 98615 629275 605484 23791 0 366969 366969 44213 44213 0 0 189 189 1177578 1177578 171300 171300 1014115 1014115 0 0 854653 854653 68330 68330 0 71971 71971 0 0 5246 5246 11446 11446 COLLECTION FEES 101138218 101138218 0 0 CORP SUPPORT FUNC ALLOCATION 34977686 345119 34632567 0 ICSAC CONTRACT EXPENSE 2320345 2320345 0 0 MDHE CONTRACT EXPENSE 1329657 1329657 0 0 50534115 50534115 313241055 277505812 35735243 0 X 54202 9959 158092097 189426977 0 0 8651340 8669814 0 0 0 0 0 0 0 0 3552250 2113578 469393 302689 22730 166704 130000 7300498 0 0 0 0 106000000 70666668 8203192 9790111 284705811 288144309 10933562 9309508 22506274 13970321 14520565 12229057 0 0 0 0 0 0 0 0 0 0 196631798 148459048 244592199 183967934 X 40113612 104176375 0 0 40113612 104176375 284705811 288144309 X 114039033 23730 -50000000 X false true X true true true X 225000 45331 0 0 0 270331 222226492 212778961 203909208 487441800 389231175 1515587636 0 0 0 222451492 212824292 203909208 487441800 389231175 1515857967 0 0 0 1515857967 3248651 4667442 9782834 15018737 914737 33632401 0 3248651 4667442 9782834 15018737 914737 33632401 0 8688950 7589259 9112087 8827798 37134176 71352270 234389093 225080993 222804129 511288335 427280088 1620842638 0.93523 0.94585 0.02075 0.02465 X Schedule A, Part III, Section B, Line 12 - Other Income Per Year Reported *2015 - $6,954,126 Missouri Dept. of Higher Education Contr & Misc. Rev *2016 - $8,647,994 Missouri Dept. of Higher Education Contr & Misc. Rev *2017 - $7,589,259 Missouri Dept. of Higher Education Contr & Misc. Rev *2018 - $9,112,087 Missouri Dept. of Higher Education Contr & Misc. Rev *2019 - $8,827,798 Missouri Dept. of Higher Education Contr & Misc. Rev *2020 - $8,775,790 Missouri Dept. of Higher Education Contr & Misc Rev *2020 - $28,358,386 - Cont Affl Consideration FV Adj true 281434913 9692101 9191020 281935994 false 447843 298581 149262 21550 4108 17442 166704 0 RESERVE-DEFAULT AVERSION FEES 44667346 INTERCOMPANY & MISC. PAYABLES 27433112 CONTINGENT AFFIL CONSIDERATION 76304838 COLLECTIONS SUSPENSE - DUE TO FED GOVT 53752 148459048 Form 990, Part IV, Line 9 and Schedule D, Part IV One aspect of the full-range guaranty services is to provide collection assistance to lenders for delinquent loans. This includes contacting the borrower to attempt to restore the loan to a current status through various options. This contact also involves educating and/or counseling borrowers. In addition, Ascendium Education Solutions, Inc. provides direct support of personal financial management education, financial aid awareness and college access initiatives, and guidance and counsel on consolidation loans and loan rehabilitation under the Federal Higher Education Act of 1965,as amended. Schedule D, Part IV, Line 1B CUSTODIAL ACCOUNT: ASCENDIUM EDUCATION SOLUTIONS, INC.(SOLUTIONS) CONDUCTS ACTIVITY RELATED TO THE GUARANTEE OF STUDENT LOANS MADE TO POST-SECONDARY EDUCATION STUDENTS AND TO THEIR PARENTS IN ACCORDANCE WITH THE FEDERAL FAMILY EDUCATION LOAN PROGRAM (PROGRAM) ESTABLISHED BY TITLE IV, PART B OF THE FEDERAL HIGHER EDUCATION ACT OF 1965, AS AMENDED, AND THE ADMINISTRATION OF CERTAIN NET ASSETS OF THE PROGRAM. THE HIGHER EDUCATION AMENDMENTS OF 1998 (1998 AMENDMENTS) WERE ENACTED ON OCTOBER 7, 1998, WITH AN EFFECTIVE DATE OF OCTOBER 1, 1998.PURSUANT TO THE 1998 AMENDMENTS,SOLUTIONS ESTABLISHED A FEDERAL STUDENT LOAN RESERVE FUND (FSLRF) TO ACCOUNT FOR PROGRAM ACTIVITIES. THE FSLRF ASSETS AND EARNINGS ON THOSE ASSETS ARE THE PROPERTY OF THE FEDERAL GOVERNMENT. SINCE THE FSLRF ASSETS ARE THE PROPERTY OF THE UNITED STATES GOVERNMENT, THE ACCOUNTS AND ACTIVITIES OF THE FSLRF ARE NOT INCLUDED IN THE SOLUTIONS FORM 990, PART X. SOLUTIONS EXERCISES THE LEVEL OF CARE REQUIRED OF A FIDUCIARY CHARGED WITH THE DUTY OF PROTECTING, INVESTING AND ADMINISTERING THESE ASSETS. true Boys and Girls Club of Dane County 2001 Taft Street Madison WI 53713 391925617 501(c)(3) 210990 TOPS Program support Council for Opportunity in Education 1025 Vermont Avenue NW Suite 900 WASHINGTON DC 20005 521221301 501(c)(3) 10000 COE's 39th Ann Conf Lac Courte Oreilles Ojibwa Community College 13466 W Trepania Road Hayward WI 54843 391453493 501(c)(3) 44634 PS Emergency Aid Paid Internship Program Scholarship America Inc One Scholarship Way St Peter MN 56082 042296967 501(c)(3) 10200 PS Ptnr Grant 2020-2022 United Way of Dane County 2059 Atwood Avenue Madison WI 53704 390817532 501(c)(3) 197000 Sponsorship of Loaned Executive, Unite for our communities Matching Grant Contribution, COVID-19 Emergency and Recovery Fund College Possible 540 Fairview Ave N St Paul MN 55104 411968798 501(c)(3) 570000 Milwaukee & Minnesota:High School & College Programming Grantmakers for Education 720 SW Washington Street Suite 605 Portland OR 97205 330919329 501(c)(3) 79700 ED Conf and Mmbrshp National College Attainment Network 1001 Connecticut Ave Washington DC 20036 311793562 501(c)(3) 184230 25th Conf Sponsorship Supporting education membership organizations; summer melt texting Vera Court Neighborood Center Inc 614 Vera Court Madison WI 537041938 391945609 501(c)(3) 55611 Unite for our communities corporate match University of Wisconsin System 780 Regent Street Suite 255 UW Madison Madison WI 53715 391805963 501(C)(3) 377000 Math Initiative MDRC 16 East 34th Street New York NY 10016 237379473 501(c)(3) 1648674 Rural Matters Podcast, Strengthen and Scale Multiple Measures Assessment Implementation, Applying the Evidence: Expanding Evidence-Based Strategies Across the Minnesota State System, Multiple Measures Assessment Phase II, Piloting an Income Share Agreement that Serves Low-Income Students Association of Public & Land-Grant Universities 1307 New York Avenue NW Suite 400 Washington DC 20005 530183246 501(c)(3) 324300 facilitating Career Pathways for Low-Income Rural Students: Cooperative Extension as a Community Connector Association of American Colleges & Universities 1818 R Street NW Washington DC 20009 521945674 501(c)(3) 1249400 Postsecondary Education Membership Organizations and Networks Excelencia in Education 1717 N St N W 2nd Fl Washington DC 20036 200927912 501(c)(3) 204500 Institutional Transformation in Puerto Rico: Lessons Learned in Resiliency, Celebracin de Excelencia and Accelerating Latino Student Success Institute Madison Metropolitan School District 545 W Dayton Street Madison WI 53703 396003202 State of WI 500000 Early College STEM Academy Rector & Visitors of University of Virginia 1001 N Emmet Street Charlottesville VA 229044195 546001796 501(c)(3) 80300 Career Advising Tools and Outreach for Low-Income Graduates - Planning Phase Achieving The Dream Inc 8403 Colesville Rd Silver Spring MD 209106355 271635830 501(c)(3) 1756906 Student Success Partner Grant, Evaluating Digital Pathways Transformation Cohort of Rural Community Colleges, Maintain Momentum: Supporting Postsecondary Education Membership Organizations and Networks Education Commission of the States 700 N Broadway Suite 810 Denver CO 80203 310722194 501(c)(3) 1771875 Rural Perspective and Opinions on Work, Education and Place, Strong Start to Finish Implementation & Innovation Fund Madison Area Tech College Foundation Inc 3591 Anderson Street Madison WI 53704 237265867 501(c)(3) 50000 Madison College Stand by Jack Initiative Rand Corporation 1776 Main St PO Box 2138 Santa Monica CA 904072138 951958142 501(c)(3) 344317 Career Navigator Initiative, Assessing the Pandemic's Impact on Postsecondary Education in Prison, Career Navigator Initiative Teachers College 525 West 120th Street New York NY 10027 131624202 501(c)(3) 860587 Sponsored Practitioner Fellowships, Guided Pathways: What and How To Educational Series University of Texas at Austin 110 Inner Campus DR STOP K5300 Austin TX 787121663 746000203 501(c)(3) 125000 National Virtual Professional Learning Series for Math Faculty - COVID-19 Response Fund Wisconsin School Counselor Assoc 2820 Walton Commons Ln Madison WI 537186797 260393127 501(c)(6) 48495 WSCA Conference Fellowships, Text Steps Summer Melt Texting-WSCA Travel Grants Aaniiih Nakoda College PO Box 159 Harlem MT 59526 810420980 501(c)(3) 44634 Project Success Emergency Aid and Paid Internship Programs Arizona State Univ Foundatn for a New American Uni PO Box 2260 Tempe AZ 852802260 866051042 501(c)(3) 436250 Grant, Maintain Momentum: Supporting Postsecondary Education Membership Organizations and Networks Aspen Institute Inc One Dupont Cir NW Washington DC 20036 840399006 501(c)(3) 1828281 Researching and Awarding Excellence in Rural Community Colleges, Tackling Transfer Phase II, Student-Centered Credit Mobility Prototype and Policies - COVID-19 Response Fund Bay Mills Community College 12214 W Lakeshore Dr Brimley MI 49715 382604866 501(c)(3) 66950 Project Success Emergency Aid and Paid Internship Program Blackfeet Community College PO Box 819 Browning MT 59417 810378943 501(c)(3) 44634 Project Success Emergency Aid and Paid Internship Program Cankdeska Cikana Community College 214 1st Ave Fort Totten ND 58335 450350756 501(c)(3) 44634 Project Success Emergency Aid Program Central State University PO Box 1004 Wilberforce OH 45384 310675386 501(c)(3) 83473 Emergency Aid, Paid Internship Program Chief Dull Knife College PO Box 98 Lame Deer MT 59043 810351900 501(c)(3) 31082 Emergency Aid and Paid Internship Program College of Menominee Nation PO Box 1179 N172 Hwy 47/55 Keshena WI 54135 391773613 501(c)(3) 43484 Emergency Aid, Paid Internship College of the Muscogee Nation PO Box 917 Okmulgee OK 74447 352357683 501(c)(3) 44634 Project Success Emergency Aid and Paid Internship Program Community Partners 1000 N Alameda St Los Angeles CA 90012 954302067 501(c)(3) 485000 Higher Education in Prison Landscape Project Alliance for Higher Education in Prison Capacity Building Dine College PO Box C12 Tsaile AZ 86556 860215931 501(c)(3) 104718 Project Success Emergency Aid and Paid Internship Program Fond Du Lac Tribal & Community College 30 7th Street East Ste 350 St Paul MN 55101 411687554 501(c)(3) 63251 Project Success Emergency Aid and Paid Internship Program Fort Peck Community College PO Box 398 Poplar MT 59255 810374399 501(c)(3) 10300 Project Success Emergency Aid Program Institute of American Indian Arts PO Box 5310 Sante Fe NM 87502 850365964 501(c)(3) 66950 Project Success Emergency Aid and Paid Internship Program Jobs For The Future Inc 88 Broad St 8th Floor Boston MA 02110 061164568 501(c)(3) 679561 Donated Registration COVID-19 Response Plan, Horizons: Designing Jobs for the Future, Scaling the Student Success Center Network Coaching Program Leech Lake Tribal College 6945 Littlewolf Rd NW Cass Lake MN 56633 753061667 501(c)(3) 44634 Project Success Emergency Aid and Paid Internship Program Lincoln University 820 Chestnut St Jefferson City MO 65102 446001089 501(c)(3) 87298 Project Success Emergency Aid and Paid Internship Program Little Big Horn College 8645 S Weaver Dr Crow Agency MT 59022 810331905 501(c)(3) 30832 Project Success Emergency Aid and Paid Internship Program Little Priest Tribal College 601 E College Dr Winnebago NE 68071 911849962 501(c)(3) 44634 Project Success Emergency Aid and Paid Internship Program National Student Clearinghouse Research Ctr 2300 Dulles Station Blvd Herndon VA 20171 271255674 501(C)(3) 804800 Redesigning StudentTracker, Analysis of Post-COVID-19 Transfer Data - COVID-19 Response Fu Navajo Technical University PO Box 849 Crownpoint MN 87313 850303705 501(c)(3) 62348 Project Success Emergency Aid and Paid Internship Program Nebraska Indian Community College 1111 Hwy 75 PO Box 428 Macy NE 68039 470623553 501(c)(3) 44634 Project Success Emergency Aid and Paid Internship Program Northwest Indian College 2522 Kwina Rd Bellingham WA 98226 910905644 501(c)(3) 66950 Project Success Emergency Aid and Paid Internship Program Nueta Hidatsa Sahnish College 220 College Dr New Town ND 58763 450322990 501(c)(3) 44634 Emergency Aid Program Project Success Paid Internship Program Oglala Lakota College PO Box 490 Kyle SD 57752 237135915 501(c)(3) 104718 Project Success Emergency Aid and Paid Internship Program Red Lake Nation College PO Box 576 Red Lake MN 56671 263031521 501(c)(3) 44634 Project Success Emergency Aid and Paid Internship Program Saginaw Chippewa Tribal College 7070 E Broadway Mt Pleasant MI 48858 386178758 Tribal College 10300 Project Success Emergency Aid Program Salish Kootenai College Inc PO Box 70 Pablo MT 59855 810378823 501(c)(3) 66950 Project Success Emergency Aid and Paid Internship Program Sisseton Wahpeton College 12572 BIA Hwy 700 Agency Village SD 57262 460357254 501(c)(3) 34634 Project Success Emergency Aid and Paid Internship Program Sitting Bull College 9299 Hwy 24 Fort Yates ND 58538 237373765 501(c)(3) 38559 Project Success Emergency Aid and Paid Internship Program Southwestern Indian Polytechnic Institute 9169 Coors Blvd NW PO Box 10146 Albuquergue NM 87184 850235298 501(c)(3) 44634 Project Success Emergency Aid and Paid Internship Program State of Montana 2500 Broadway Helena MT 59601 810302402 state of mt 500000 College Access & Success Services Stone Child College 8294 Upper Box Elder Rd Box Elder MT 59521 810420650 501(c)(3) 44634 Project Success Emergency Aid and Paid Internship Program Tohono O'Odham Community College PO Box 3129 Sells AZ 85634 860931108 501(c)(3) 34232 Project Success Emergency Aid and Paid Internship Program Turtle Mountain Community College PO Box 340 Belcourt ND 58316 450323401 501(c)(3) 61927 Project Success Emergency Aid and Paid Internship Program United Tribes Technical College 3315 University Dr Bismark ND 58504 450314233 501(c)(3) 43634 Project Success Emergency Aid and Paid Internship Program White Earth Tribal & Community College 2250 College Rd Mahnomen MN 56557 411978247 501(c)(3) 44634 Project Success Emergency Aid and Paid Internship Program Wilberforce University 1055 N Brickett Rd Wilberforce OH 45384 310604719 501(c)(3) 37722 Emergency Aid, Paid Internship Program Adams-Friendship Area School District 201 W 6th Street Friendship WI 53934 396000587 501(c)(3) 15925 Summer Melt Texting Initiative Council for Adult and Experimental Learning 55 E Monroe Street Chicago IL 60603 132890752 501(C)(3) 442506 Adult Learner 360 Academy - Hispanic Serving Institutions Green Bay Area Public Schools 200 S Broadway Green Bay WI 54303 396002329 501(c)(3) 19200 Summer Melt Texting Initiative Harris-Stowe State University 3026 Laclede Avenue St Louis MO 63103 431166917 501(c)(3) 104718 Project Success Emergency Aid Program Paid Internship Program Ilisagvik College PO Box 749 Barrow AK 99723 920158414 501(C)(3) 34334 Project Success Paid Internship Program Institute for Higher Education Policy 1825 K Street NW 720 Washington DC 20006 521818907 501(C)(3) 77895 Degrees When Due Initiative Iowa Department of Education 400 E 14th Street Des Moines IA 503190146 900743434 IA Dept of ED 650288 Guided Pathways Implementation in Iowa's Community Colleges Philander Smith College 900 W Dalsey Bates Dr Little Rock AR 72202 710239729 501(c)(3) 77184 Project Success Emergency Aid Paid Internship Programs Prison University Project Inc PO Box 492 San Quentin CA 94964 205606926 501(c)(3) 319550 Teaching and Learning Initiative School District of LaCrosse Hogan Admin Center 807 E Ave S LaCrosse WI 54601 396002841 501(c)(3) 19200 Summer Melt Texting Initiative School District of Monroe 925 16th Ave Suite 3 Monroe WI 53566 396003491 501(c)(3) 15925 Summer Melt Texting Initiative School District of South Milwaukee 901 15th Avenue South Milwaukee WI 53172 391155234 501(c)(3) 15925 Summer Melt Texting Initiative School District of Wisconsin Rapids 510 Peach Street Wisconsin Rapids WI 54494 396005282 501(c)(3) 16200 Summer Melt Texting Initiative Sheboygan Area School District 830 Virginia Avenue Sheboygan WI 53081 396004431 501(c)(3) 19200 Summer Melt Texting Initiative Shorter College 604 N Locust St North Little Rock AR 72114 710350954 501(c)(3) 66950 Project Success emergency Aid Paid Internship programs St Francis School District 4225 S Lake Drive St Francis WI 53235 396002879 St Francis SD 15925 Summer Melt Texting Initiative State of Minnesota 658 Cedar St St Paul MN 55155 416007162 State of MN 694888 Career Navigator Initiative Unified School Disctrict of Antigo 120 S Dorr Street Antigo WI 54409 396031462 501(c)(3) 15925 Summer Melt Texting Initiative Vera Institute for Justice Inc 238 Broadway 12th Floor New York NY 10279 131941627 501(c)(3) 550000 Unlocking the Promise of Pell for Students in Prison University of Arkansas at Pine Bluff 1200 N University Dr Pine Bluff AR 71601 719010030 501(c)(3) 101668 Emergency Aid Paid Internship Programs Watertown Unified School District 111 Dodge Street Watertown WI 53094 396005031 501(c)(3) 15925 Summer Melt Texting Initiative WestEd 730 Harrison St San Francisco CA 941071242 943233542 IRC 115(1) 73521 Project Success Partner Grant 2020 - 2022 Yes We Must Coalition 5 Coltsway Wayland MA 01778 541439744 501(c)(3) 40000 Supporting Postsecondary Education Membership Organizations American Assoc of State Colleges and Universities 1307 New York Avenue NW Washington DC 20005 520747578 501(c)(3) 1666060 Supporting Postsecondary Education Membership Organizations and Networks AZ Board of Regents on behalf of AZ State Univ 660 S Mill Avenue Suite 204 Tempe AZ 85281 860196696 501(c)(3) 219374 Arizona State University Local: California Board of Regents of UW System 780 Regent Street Suite 255 Madison WI 53715 391805963 501(c)(3) 191765 College and Student Success in Rural Communities Grantmakers for Effective Organizations 1310 L Street NW Suite 650 Washington DC 20005 010669150 501(c)(3) 20550 Donated Registrations COVID-19 Response Plan Institute for Evidence Based Change 3711 Long Beach Blvd Suite 5033 Long Beach CA 90807 263542835 501(c)(3) 500000 Caring Campus Strada Education Network Inc 10 West Market Suite 1100 Indianapolis IN 46204 473044430 501(c)(3) 63929683 support their philanthropic efforts pursuant to the December 6, 2016 transfer of ownership of United Student Aid Funds and Northwest Education Loan Association from USA Funds (now Strada) to Ascendium. Keweenay Bay Oijbwa Community College PO Box 519 Baraga MI 49908 010678043 501(c)(3) 44634 Emergency Aid Program and Paid Internship Program America Achieves Inc 16 34th Street FL 18 New York NY 10016 273238471 501(c)(3) 150000 Scaling Education to Employment Solutions American Association of Community Colleges 1 DuPont Cir NW Ste 700 Washington DC 20036 530196569 501(c)(3) 486835 Equity Transfer Initiative American Foreign Policy Council 509 C Street NE Washingston DC 20002 521274529 501(c)(3) 125000 Internship Program ASIAN & PACIFIC ISLANDER AMERICAN SHOLARSHIP FUND 2025 M ST NW Ste 510 Washingston DC 200363363 571192973 501(c)(3) 144400 Supporting Rural Island-Based Native Hawaiian and Pacific Islander Students ASSOCIATION OF BLACK FOUNDATION EXECUTIVESINC 42 Broadway Floor 20 New York NY 10004 237156531 501(c)(3) 10000 Membership BEREA COLLEGE Lincoln Hall 220 Berea KY 40404 610444650 501(c)(3) 25450 Conf Reg for Board Member, Rural College Access & Success Summit- COVID-19 Response Plan BOYS AND GIRLS CLUB OF NOBLESVILLE 1700 Conner Street Noblesville IN 46060 351054426 501(c)(3) 11397 Unite for our Communities matching program COLERIDGE INITIATIVE INC 4511 Dalton Chevy Chase MD 20815 830963735 501(c)(3) 375000 Supporting a Multi-State Education-Workforce Data Infrastructure DELAWARE STATE UNIVERSITY FOUNDATION INC 1200 N DuPont Hwy Dover DE 199012220 201372435 501(c)(3) 216200 HBCU Degree Completion Pilot DIGITAL PROMISE GLOBAL 1001 Connecticut Ave NW Ste 935 Washington DC 200365565 465460594 501(c)(3) 249200 Exploring the Role of Micro-credentials in Rural Postsecondary Education and Workforce Training Programs DVP-PRAXIS LTD 8888 Keystone Crossing Ste 1300 Indianapolis IN 46240 203208500 28000 Evaluation of Veterans Credentialing Pilot Initiative EDUCATION DESIGN LAB 1200 18TH St NW Ste 710 Washington DC 200362506 464248042 501(c)(3) 744125 Catalyzing Rural Community Colleges Through a Design Challenge EDUCATION STRATEGY GROUP LLC 4716 Drummn Avenue Chevy Chase MD 208155431 460907884 375000 Accelerating Recovery through Credentials EDUCATION WRITERS ASSOCIATION 1825 K St NW Ste 200 Washington DC 200061220 237439790 501(c)(3) 135000 Supporting Postsecondary Education Writers and Coverage FOUNDATION FOR BLACK WOMENS WELLNESS 6601 Grand Teton Plaza Madison WI 53719 460832901 501(c)(3) 50000 Madison Racial Justice Donation FREEDOM INC 2110 Luann Ln Madison WI 537133098 432023570 501(c)(3) 50000 Madison Racial Justice Donation HASKELL INDIAN NATIONS UNIVERSITY 155 Indian Avenue Lawrence KS 660464817 030489646 501(c)(3) 66950 Project Success Emergency Aid Program Project Success Paid Internship Program INSTITUTE FOR NONPROFIT NEWS 714 W Olympic Blvd Ste 929 Los Angeles CA 900151353 272614911 501(c)(3) 84950 Distance Learning in Prisons Amidst the Pandemic ITHAKA HARBORS INC 101 Greenwiich Street New York NY 100060002 133857105 501(c)(3) 280000 Increasing Access to Educational Materials in Prisons: Facilitating the Approvals Process JOHN N GARDNER INSTITUTE FOR EXCELLENCE IN UNDERGR 123 E Main St Ste 201 Brevard NC 287120072 260166817 501(c)(3) 451890 Governing Board Success Academy KENTUCKY COMMUNITY AND TECHNICAL COLLEGE FOUNDATIO 300 N Main St Versaillews KY 403831245 611351918 501(c)(3) 579815 Implementing Competency-Based Education at Scale KENTUCKY STATE UNIVERSITY 400 E Main Street 4th Floor Frankfort KY 406012334 611099712 501(c)(3) 5150 Project Success Emergency Aid Program Project Success Paid Internship Program LEGAL ACTION OF WISCONSIN INC 230 West Wells St RM 800 Milwsukee WI 53203 391077192 501(c)(3) 50000 Expansion of the Tech College Student Legal Aid Program- Initial Payment Expansion of the Tech College Student Legal Aid Program- Satisfactory Progress of the Project Milestones for Objective 1 & 2 LINCOLN UNIVERSITY OF PENNSYLVANIA 1570 Baltimore Pike Lincoln University PA 191039141 231352655 501(c)(3) 54200 Project Success Emergency Aid Program Project Success Paid Internship Program LOCAL INITIATIVES SUPPORT CORPORATION 28 Liberty Street 34th Floor New York NY 10005 133030229 501(c)(3) 380387 Building Pathways to Quality Jobs and Financial Security in Rural America MICHIGAN COMMUNITY COLLEGE ASSOCIATION 222 N Chestnut Street No 100 Lansing MI 48933 382018394 501(c)(6) 223500 Michigan Community College Workforce and Transfer Alignment MINNESOTA OFFICE OF HIGHER EDUCATION 1450 Energy Park Dr Ste 350 St Paul MN 551085227 416007162 State of MN 150000 Optimizing Delivery Systems for Higher Education in Prison National Association of College and University Bus 1110 Vermont Aveue NW NO 800 Washington DC 20005 530259954 501(c)(3) 1158588 Strategic Finance and Student Completion Planning Grant NATIONAL CENTER FOR INQUIRY AND IMPROVEMENT LLC 4 Independence Cir Southbury CT 064883001 462772443 432500 Rural Community College COVID Response and Guided Pathways Planning Grant NEW AMERICA FOUNDATION 740 15th St NW Ste 900 Washington DC 200051031 522096845 501(c)(3) 182200 Scaling Community College Baccalaureates in a Changing Landscape NONVIOLENCE INSTITUTE 265 Oxford St Providence RI 02905 050517863 501(c)(3) 185639 Credit for Experience: Leveraging Prior Learning Assessments in Prison NORTHEAST SOUTH DAKOTA HEAD START 200 S Harrison St Ste 1 Aberdeen SD 57401 460395724 501(c)(3) 14465 Unite for Our Communities Matching Grant OPERATION RESTORATION PO Box 56894 New Orleans LA 70156 611791941 501(c)(3) 250000 Expanding Access to Postsecondary Pathways in Louisiana State Prisons PEAK GRANTMAKING 1666 K Street NW 440 Washington DC 20006 743158155 501(c)(3) 6027 Donated Sponsorship and Registrations COVID-19 Response Plan PEAK Grantmaking Membership PEIRCE COLLEGE 1420 Pine Street Philadelphia PA 19102 231627436 501(c)(3) 16700 Project Success Emergency Aid Program Project Success Paid Internship Program PHILANTHROPY WEST VIRGINA INC PO Box 1584 Morgantown WV 26505 550721553 501(c)(3) 375000 Launching West Virginia Climbs PRESIDENTS FORUM 2001 Pennsylvania Avenue NW Suite 1 Washington DC 20006 384127568 501(c)(3) 250000 Reinventing Higher Education Convening Series ROCKEFELLER PHILANTHROPY ADVISORS INC 6 W 48th Street Fl 10 New York NY 100361802 133615533 501(c)(3) 250000 Expansion of the Promise Ecosystem Initiative and Employer Symposiums SOCIAL FINANCE INC 10 MLK Street No 1010 Boston MA 02108 274620963 501(c)(3) 180000 Improving Workforce Outcomes for Community College Students SOCIETY FOR RESEARCH ON EDUCATIONAL EFFECTIVENESS 1000 Thomas Jefferson Street NW Washington DC 20007 264739791 501(c)(3) 34000 Ascendium-Sponsored Practitioner Fellowships, SREE Spring Conference SOVA SOLUTIONS LLC 1092 Pipestem PL Potomac MD 208545510 814262208 120000 Developing a National Rural Postsecondary Research Agenda STATE HIGHER EDUCATION EXECUTIVE OFFICERS ASSOCIAT 3035 Center Green Drive 100 Boulder CO 803012251 237167258 501(c)(3) 250000 Digital Learning Task Force and Policy Recommendations TENNESSEE BOARD OF REGENTS 1 Bridgestone Park Nashville TN 372142453 620877872 501(c)(3) 225000 Pathways to Success for Students with Some College No Degree THE CHRONICLE OF HIGHER EDUCATION INC 1255 Twenty Third Street NW Ste 700 Washington DC 20037 521131774 230684 Chronicle Partnership THE COLLEGE & COMMUNITY FELLOWSHIP INC 475 Riverside Dr Ste 1626 New York NY 101150038 311720017 501(c)(3) 331670 Thrive Technical Assistance Program THE EDUCATION TRUST INC 1250 H Street NW Washington DC 200055935 521982223 501(c)(3) 407500 Transforming Higher Education Policy and Practice in Prisons and Beyond THE GRADUATE NETWORK 1635 Market Street No 1600 Philadelphia PA 19103 900717365 501(c)(3) 260000 Constructing a Predictive Analytic Model to Adult Learner Pathways THE LAUNCHCODE FOUNDATION 4811 Delmar Blvd St Louis MO 63108 471718432 501(c)(3) 321900 Preparing Incarcerated Learners for Careers in Technology THURGOOD MARSHALL COLLEGE FUNDS INC 901 F Street NW No 700 Washington DC 200041436 411750692 501(c)(3) 63250 HBCU Degree Completion Pilot UNITED NEGRO COLLEGE FUND INC 1805 7th Street NW Washington DC 20001 131624241 501(c)(3) 880774 Codifying Career Pathways Initiative UNITE-LA INC 1055 Wilshire Blvd No 1750 Los Angeles CA 90017 820576380 501(c)(3) 115400 The Future of Associates Degree for Transfer in LA UNIVERSITY OF HAWAII FOUNDATION 1314 South King Street Ste B Honolulu HI 968141956 990085260 501(c)(3) 328000 Hana Career Pathways in Healthcare UNIVERSITY OF MARYLAND GLOBAL CAMPUS 3501 University Blvd E Adelphi MD 207837998 526002033 501(c)(3) 275275 Community College Doctoral Program Redesign UNIVERSITY OF MONTANA 32 Campus DR Missouka MT 598120003 816001713 501(c)(3) 123649 Researching Place-based Learning Experiences' Impact on Rural Postsecondary Learners UNIVERSITY OF NOTRE DAME 724 Grace Hall Notre Dame IN 46556 350868188 501(c)(3) 98369 Opportunities in Building and Applying Evidence for Student Success URBAN TRIAGE INC 2210 N Rusk Ave Madison WI 537132068 843297905 501(c)(3) 50000 Madison Racial Justice Donation YWCA MADISON INC 101 E Mifflin Street Ste 100 Madison WI 53703 390806303 501(c)(3) 50000 Madison Racial Justice Donation 144 5 Wisconsin Covenant Scholar Program 16 24000 Jim Elliott Apprentice Scholarship 20 30000 Tools of the Trade Scholarship 181 271500 Project Success 27196 61268 MICHAEL LEVIN-EPSTEIN / Rural Matters Podcast 1 10000 Form 990, Schedule I - Part I, Line 2 Description of Organization's Procedures for Monitoring the use of Grants in the United States: Ascendium Education Solutions, Inc. (SOLUTIONS) receives periodic reports from funded programs to determine whether the program is successfully meeting its goals and objectives, and whether the provided funds were appropriately expended. SOLUTIONS's staff conducts site visits to college access supported programs to observe the program. Where practicable, the disbursements are scheduled to coincide with program activities. Form 990, Schedule I - Part III, Line 1 Ascendium Education Solutions, Inc. (SOLUTIONS) received periodic reports detailing the distribution of the Wisconsin Covenant Scholar grant funds to postsecondary schools (who disbursed the grants directly to the recipients). The recipients were determined based on criteria defined by the Program and no individual recipient receives more than $1,500 per year. Form 990, Schedule I - Part III, Line 2 The Jim Elliott Apprentice Scholarship program is to benefit construction trade apprentices, to be applied toward the cost of tuition books, work clothes and tools. The recipients were determined based on criteria defined by the program and no individual recipient receives more than $1,500 per year. Form 990, Schedule I - Part III, Line 3 Tools of the Trade Apprentice Scholarship program to benefit construction and industrial trade apprentices ,to be applied toward the cost of tuition, books, work clothes and tools. The recipients were determined based on criteria defined by the program and no individual recipient receives more than $1,500 per year. Form 990, Schedule I - Part III, Line 4 The Project Success Program provides a wide array of services and support to increase completion rates and decrease cohort default rates at minority-service institutions. The recipients were determined based on criteria defined by the program. Services were contracted to provide for monitoring of the contract performance. The monitoring will include analysis and compliance of all progress reports, assessment of quality assurance through administration of college surveys, and an overall assessment of the Project Success Program. Form 990, Schedule I - Part III, Line 5 Provided grant for recipient to conduct a Rural Matters Podcast. false false false false false false false false false Richard D George 23 Chair/Pres/CEO/Treas 0 395235 0 400000 0 3665 0 21246 0 30533 0 850679 0 Hope Merry 3 Chief Financial Officer 0 218308 0 155000 0 464 0 19063 0 27261 0 420096 0 Jeff Crosby 3 Chief Operating Officer 295427 0 200000 0 1316 0 19139 0 21439 0 537321 0 0 Rebecca Rapp 3 Gen Cnsl & Asst Secretary 0 137770 0 135000 0 447 0 19220 0 22796 0 315233 0 Maureen Harrill 3 VP - Human Resources 0 126147 0 80000 0 1703 0 14820 0 20131 0 242801 0 Brian Kobishop 3 VP - IT/Security/Logistics 0 174520 0 100000 0 2020 0 13668 0 5291 0 295499 0 Amy Kobishop 3 VP - Community Investments 139407 0 135000 0 679 0 13173 0 20208 0 308467 0 0 Beth Erickson 3 VP - Repayment Solutions 146627 0 135000 0 2746 0 11839 0 19209 0 315421 0 0 Jacqueline Fairbairn 3 Chief Compliance Officer 142369 0 135000 0 1329 0 17721 0 29769 0 326188 0 0 Matthew Harlowe 3 Director Internal Audit 0 138428 0 70000 0 255 0 14915 0 8514 0 232112 0 Jeffrey Dick 3 Systems Analyst 154873 0 10807 0 697 0 12390 0 25881 0 204648 0 0 Rebecca Villarreal 3 Director - Education Grantmakg 167539 0 26880 0 270 0 12098 0 9263 0 216050 0 0 Barbara Wilhelm 3 Director - Claims Review 144506 0 9662 0 3810 0 15091 0 15794 0 188863 0 0 Form 990, Part VI, Question 6 & 7A Ascendium Education Group Inc.(GROUP), a nonprofit 501(c)(3) corporation, is the sole member of Ascendium Education Solutions, Inc. (SOLUTIONS). By authority granted in SOLUTIONS's adopted Articles of Incorporation, GROUP as the sole member, appoints SOLUTIONS's Board members. Form 990, Part VI, Question 7b Ascendium Education Group, Inc. (GROUP), a nonprofit 501(c)(3) corporation, as sole member of Ascendium Education Solutions, Inc.(SOLUTIONS), has the authority provided by Wis. Stats. Chapter 181 to approve certain actions related to merger, conversion, sale of assets and dissolution. Form 990, Part VI, Question 11B On an annual basis, the Chairman of the Board, President and CEO, the Audit Committee and Board review the Form 990 prior to filing. The conflicts of interest questionnaires are completed by each director and reviewed prior to filing the Form 990. Form 990, Part VI, Question 12c Annually, directors and officers sign a conflict of interest document which discloses any conflicts. The signed documents are reviewed annually by the chairman of the board. If a disclosed conflict occurs, the individual abstains from discussion and voting on topics where a conflict of interest exists. All directors, officers and employees are subject to the Human Resources Code of Ethics to maintain the highest ethical and legal standards of business conduct. Form 990, Part VI, Question 15A & 15B THE COMPENSATION OF THE CEO AND ALL OF THE OFFICERS IS DETERMINED ANNUALLY BY THE PERSONNEL POLICY COMMITTEE OF THE BOARD OF DIRECTORS. THE CEO IS ROUTINELY EXCUSED AND ABSTAINS FROM DISCUSSION AND/OR VOTING ON ANY MATTERS RELATED TO HIS OWN COMPENSATION AND BENEFITS. THE PERSONNEL POLICY COMMITTEE'S REPORT IS SUBMITTED TO THE BOARD OF DIRECTORS FOR APPROVAL. THE DECISIONS ARE DOCUMENTED IN THE BOARD MINUTES. EVERY TWO TO THREE YEARS, AN INDEPENDENT COMPENSATION STUDY IS PERFORMED. Form 990, Part VII, Section A, Line 1a (1) Directors normally attend 3-4 board meetings and 3-4 committee meetings per year in addition to telephonic conferences and individual meetings with officers. Directors devote an average of 1-3 hours per week to their position(s). (2) Inside directors are not eligible for Board compensation. (3) Non-operating officer position not separately compensated. Form 990, Part IX, Line 24b Costs are charged to the applicable managing area and then further allocated to supporting services and programs that each area supports. Costs are allocated to supporting services and programs based on estimates made by management, taking into account the nature of the expense and how it relates to the functional areas. Costs are typically allocated based on resources used or time and effort. 2019 allocations made from Ascendium Education Group, Inc. to Ascendium Education Solutions, Inc. are as follows: Ascendium Education Solutions, Inc. $34,977,686 Form 990, Part VI, Question 19 FEDERAL LAW DOES NOT REQUIRE THAT SUCH DOCUMENTS BE MADE PUBLICY AVAILABLE. DOCUMENTS ARE AVAILABLE UPON SPECIFIC REQUEST. Form 990, Part XI, Line 9 Operating fund contribution transfer to ($50,000,000) Ascendium Education Group, Inc. ______________ Total ($50,000,000) FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:DUES AND MEMBERSHIPS TOTAL EXPENSES:71587 PROGRAM SERVICES:71587 MANAGEMENT AND GENERAL:FUNDRAISING: FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:MISCELLANEOUS TOTAL EXPENSES:3677535 PROGRAM SERVICES:3677535 MANAGEMENT AND GENERAL:FUNDRAISING: FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:DISCOUNT REHAB LOANS TOTAL EXPENSES:38098528 PROGRAM SERVICES:38098528 MANAGEMENT AND GENERAL:FUNDRAISING: FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:IT CONSULTANT / SUPPORT TOTAL EXPENSES:11174 PROGRAM SERVICES:11174 MANAGEMENT AND GENERAL:FUNDRAISING: FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:THIRD PARTY SERVICER EXPENSES TOTAL EXPENSES:8663253 PROGRAM SERVICES:8663253 MANAGEMENT AND GENERAL:FUNDRAISING: FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:SKIPTRACING SERVICE EXPENSE TOTAL EXPENSES:12038 PROGRAM SERVICES:12038 MANAGEMENT AND GENERAL:FUNDRAISING: Ascendium Education Group Inc 2501 International Lane Madison WI 53704 391090394 Stdnt Ln Svcs WI 501(c)(3) 12B Type II NA false Northstar Guarantee Inc 2501 International Lane Madison WI 53704 411689095 Stdt Rehab Ln MN 501(C)(3) 10 GROUP true NORTHSTAR EDUCATION SERVICES LLC 2501 INTERNATIONAL LANE MADISON WI 53704 352626495 SERVICE WI GROUP C CORP -2984527 4224846 1.00000 true false false false false false false false false false false false false false false true true false false ASCENDIUM EDUCATION GROUP INC M & P 27430782 ACTUAL COST