2020-11-16T10:37:55-06:00 2020-06-30 111986323 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2019-07-01 271635830 ACHIEVING THE DREAM INC ACHI 2404500075 8484 GEORGIA AVENUE NO 500 SILVER SPRING MD 20910 KAREN A STOUT PRESIDENT & CEO 2404500075 2020-11-16 1 FRANK H SMITH P00639053 2022274000 2020-11-16 144.121.95.190 2020-11-16 10:22:16 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 D0133DD4E0440EC0A279D04F6C59B1D5DF86D029 2019 2021-01-29 14:40:06Z KAREN A STOUT 8484 GEORGIA AVENUE NO 500 SILVER SPRING MD 20910 31116920 0 X WWW.ACHIEVINGTHEDREAM.ORG X 2009 NC LEAD A NETWORK OF COMMUNITY COLLEGES TO ACHIEVE SUSTAINABLE INSTITUTIONAL TRANSFORMATION. 12 12 77 13 0 0 10115766 13327924 8923556 7692169 141758 214896 7656 11357 19188736 21246346 711107 531547 0 0 6104323 7418892 13104 0 211921 8723935 7806412 15552469 15756851 3636267 5489495 18583870 26701819 4204475 6617229 14379395 20084590 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 6289837 60000 5843062 NETWORK ENGAGEMENTS:ACHIEVING 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 OVER 270 COLLEGES IN 44 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 FULFILLING THE ATD MISSION. 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. THE WOODWARD HINES EDUCATION FOUNDATION CONTINUED ITS SUPPORT TO FUND THE NETWORK FEES TWO MISSISSIPPI COLLEGE TO PARTICIPATE IN THE ACHIEVING THE DREAM 3-YEAR TRANSFORMATIONAL CHANGE NETWORK EXPERIENCE. THROUGHOUT THE THREE-YEAR EXPERIENCE AND BEYOND, ATD SUPPORTS COLLEGES IN BUILDING THEIR CAPACITY TO CONDUCT CONTINUOUS IMPROVEMENT TOWARDS CLOSING EQUITY GAPS. AS PART OF THE NETWORK, COLLEGES ACQUIRE CAPACITY TO MAKE EQUITY-FOCUSED DECISIONS INFORMED BY DISAGGREGATED DATA AND STUDENT PROGRESS MONITORING; ESTABLISH A CAMPUS-WIDE COMMITMENT TO EQUITY AND TO CLOSING EQUITY GAPS; BUILD A CULTURE OF CONTINUOUS IMPROVEMENT SO THEY CAN ITERATIVELY EVALUATE AND IMPLEMENT APPROPRIATE REFORMS ALIGNED TO THEIR TRANSFORMATION GOALS; LEARN ABOUT STRATEGIES FROM PEERS AND PARTNERS ON THE LEADING EDGE OF REFORM; TEST AND REFINE BOLD NEW APPROACHES; AND MAKE PROGRESS TOWARD COMPLETION GOALS THAT LEAD TO RECOGNITION AND PARTICIPATION IN NEW INITIATIVES. 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 2,000 COMMUNITY COLLEGE LEADERS, PRACTITIONERS, AND FUNDERS GATHERED 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.ATD ALSO CONTINUED ITS WORK IN SUPPORT OF STUDENT PARENTS THROUGH THE COMMUNITY COLLEGE WOMEN SUCCEED INITIATIVE. THIS WORK INCLUDES ENGAGING WITH LEADERS THROUGHOUT THE COUNTRY TO LEARN ABOUT GAPS AND PROMISING PRACTICES, HOSTING REGIONAL FOCUS GROUPS, AND PARTNERING WITH STAKEHOLDERS TO PRODUCE TIMELY RESOURCES FOR COLLEGES. IN THE SPRING, IN RESPONSE TO THE GLOBAL PANDEMIC, ATD HELD A HOST OF WEBINARS AND OTHER VIRTUAL EVENTS, PROVIDED NO-COST VIRTUAL CONSULTATIONS FOR COLLEGES LEADERS, AND RELEASED TOOLKITS AND GUIDES AIMED AT HELPING COLLEGES TRANSITION TO SERVING STUDENTS IN A VIRTUAL ENVIRONMENT AND BUILD THEIR CAPACITY FOR THE RESILIENCY AND AGILITY DEMANDED DURING THIS CRISIS. 4958747 366547 1718758 INNOVATION AND LEADERSHIP SERVICES: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. THIS YEAR, ATD WAS SELECTED TO RECEIVE A GRANT FROM THE BILL & MELINDA GATES FOUNDATION TO BECOME AN INTERMEDIARY FOR SCALE (IFS) AND 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 ARE FOCUSED ON BUILDING CAPACITY TO SUPPORT COLLEGES AND UNIVERSITIES INTERESTED IN STUDENT-CENTERED TRANSFORMATION.COLLEGES WHO HAVE COMPLETED THEIR FIRST THREE YEARS MOVE ON TO SELECT MORE TAILORED SUPPORTS IN SUBSEQUENT YEARS. SOME DELVE INTO HOLISTIC STUDENT SUPPORTS OR TEACHING AND LEARNING SERVICES, WHICH COME WITH MORE IN-DEPTH ASSESSMENTS, COACHING AND TECHNICAL ASSISTANCE. WE ALSO HELD EVENTS FOR COLLEGES IN HOLISTIC STUDENT SUPPORTS AND IN TEACHING AND LEARNING, INCORPORATING LEARNINGS FROM GRANTS FOCUSED ON OPEN EDUCATIONAL RESOURCES (OER) IMPLEMENTATION AND THE ENGAGEMENT OF ADJUNCT FACULTY IN STUDENT SUCCESS. THROUGH AN ONGOING GRANTS FROM THE WILLIAM AND FLORA HEWLETT FOUNDATION, ASCENDIUM EDUCATION GROUP, AND THE BILL & MELINDA GATES FOUNDATION, ATD CONTINUED OUR OER WORK WITH 38 COLLEGES IN 13 STATES AIMED AT REMOVING FINANCIAL ROADBLOCKS THAT CAN DERAIL STUDENTS' PROGRESS AND SPURRING INNOVATION IN COURSE DESIGN THAT WILL INCREASE THE LIKELIHOOD OF COURSE COMPLETION. IN THE SPRING, ATD RELEASED THE LARGEST STUDY EVER ON OER, SHOWING THE POSITIVE IMPACT OF INTRODUCING OER COURSES ON A BROAD SCALE.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.IN THE SPRING, ATD AND THE UNIVERSITY OF SOUTHERN CALIFORNIA, LAUNCHED A NEW INITIATIVE, THE RACIAL EQUITY LEADERSHIP ACADEMY, WITH FUNDING FROM THE KRESGE FOUNDATION THAT WILL SUPPORT A GROUP OF TEN COLLEGES THROUGH STRATEGIC RACIAL EQUITY CHANGE EFFORTS BEGINNING IN 2021.OVER THE NEXT SEVERAL YEARS, ATD WILL EXPAND THESE SERVICES AND ADD OR EXPAND INTO NEW AREAS, INCLUDING RACIAL EQUITY, LEADERSHIP, AND K-12 PARTNERSHIPS. 648642 105000 3099 GATEWAY TO COLLEGE NATIONAL NETWORK:IN APRIL 2019, GATEWAY TO COLLEGE NATIONAL NETWORK MERGED WITH ATD. GATEWAY TO COLLEGE PROGRAMS REENGAGE OFF-TRACK AND OUT OF SCHOOL YOUTH, AGES 16-21, IN COLLEGE-BASED REENGAGEMENT PROGRAMS, WHERE STUDENTS COMPLETE THEIR HIGH SCHOOL DIPLOMA, WHILE EARNING COLLEGE CREDITS. IN FY20, GRADUATES OF GATEWAY TO COLLEGE PROGRAMS EARNED AN AVERAGE OF 20 COLLEGE CREDITS. OVERALL, ABOUT 75% OF GRADUATES CONTINUE IN POSTSECONDARY EDUCATION. ATD PROVIDES TRAINING, DATA AND LEADERSHIP COACHING, AND PEER LEARNING OPPORTUNITIES FOR THE 32 GATEWAY TO COLLEGE PROGRAMS ACROSS 19 STATES, INCLUDING OUR NEWEST PROGRAM, AT MT HOOD COMMUNITY COLLEGE, LAUNCHED DURING THE YEAR. THROUGH GATEWAY TO COLLEGE, ATD HAS EXPANDED ITS ABILITY TO SERVE ATD NETWORK COLLEGES IN BUILDING AND STRENGTHENING PIPELINES TO THEIR K-12 PARTNERS. 11897226 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 1 124 0 1 77 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 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 NO 500 SILVER SPRING MD 20910 KAREN A STOUT PRESIDENT & CEO 50.00 X 500598 0 33080 RYAN KELSEY CHIEF STRATEGY & INNOVATION OFFICER UNTIL 06/20 50.00 X 214519 0 15017 ANDREW HARRIS INTERIM COO UNTIL 11/2019 50.00 X 168125 0 16771 LAURIE HEACOCK SR ADVISOR - DATA, TECHNOLOGY AND ANALYTICS 25.00 X 168510 0 11796 CAROL A LINCOLN SR. VICE PRESIDENT 50.00 X 149118 0 18483 EMILY FROIMSON EXECUTIVE VICE PRESIDENT 50.00 X 153974 0 10778 TERIANNE SOUSA EXECUTIVE DIRECTOR, SERVICES MGMT 50.00 X 142524 0 17137 JOANNE ANDERSON EXECUTIVE DIRECTOR, COMMUNICATIONS 50.00 X 143450 0 10041 DR PAM EDDINGER BOARD CHAIR 5.00 X X 0 0 0 DR CHRISTINE JOHNSON VICE CHAIR 4.00 X X 0 0 0 LOUIS TESTONI TREASURER AUDIT & FINANCE COM. CHAIR 4.00 X X 0 0 0 DR MICHAEL VILLARREAL SECRETARY 2.00 X X 0 0 0 DR ALEX JOHNSON 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 JAVIER MIYARES DIRECTOR 1.00 X 0 0 0 DR WES MOORE DIRECTOR UNTIL 02/2020 1.00 X 0 0 0 DR EDUARDO J PADRON DIRECTOR 1.00 X 0 0 0 DR GREGORY D WILLIAMS DIRECTOR 1.00 X 0 0 0 1640818 0 133103 20 0 1 0 CAMPUS WORKS INC 1767 LAKEWOOD RANCH BLVD SUITE 305 BRADENTON FL 34211 CIO SERVICES 328328 DVP-PRAXIS LTD 8888 KEYSTONE CROSSING 1300 INDIANAPOLIS IN 46240 PROGRAM CONSULTING SERVICES 247085 USC RACE EQUITY CNTR UNIV GDNS 2 LOS ANGELES CA 90089 PROGRAM CONSULTING SERVICES 215368 SRI INTERNATIONAL PO BOX 2767 MENLO PARK CA 94025 CONSULTING SERVICES 129500 RAYMOND B HEARN 634 N SCOTTSWOOD BLVD HILLSBOROUGH NC 27278 IT CONSULTING SERVICES 125625 8 13327924 13327924 PROGRAM SERVICE FEES 900099 4696589 4696589 CONTRACTS 900099 1566704 1566704 DREAM CONFERENCE 900099 1412176 1284926 127250 HONORARIUM 900099 16700 16700 7692169 251366 251366 9829683 9866153 -36470 -36470 -36470 15545 4421 11124 11124 MISCELLANEOUS 900099 233 233 233 21246346 7564919 0 353503 X 521547 521547 10000 10000 874719 681386 142390 50943 5280149 3862444 1328486 89219 363238 263409 93603 6226 442722 324518 108088 10116 458064 335763 111834 10467 42824 1422 41402 37980 10248 27714 18 3894239 3292764 558694 42781 190253 51334 138826 93 754407 159199 594472 736 319959 86331 233473 155 873066 843284 28749 1033 1420912 1378689 42223 60707 16380 44298 29 29405 7934 21457 14 PRINTING & PUBLICATIONS 72681 19611 53035 35 BAD DEBT 53500 14435 39039 26 MISCELLANEOUS EXPENSES 22246 7291 14942 13 DUES & PUBLICATIONS 21785 5878 15896 11 12448 3359 9083 6 15756851 11897226 3647704 211921 5049 4449781 3559809 2315800 3077438 8615673 702640 172313 715 2005 4886 179179 428594 371580 109013 315012 262567 10668233 10399633 74505 51857 18583870 26701819 1441168 902470 55000 30000 2458940 4419048 979996 249367 285715 4204475 6617229 X 5584403 4175801 8794992 15908789 14379395 20084590 18583870 26701819 5489495 215700 0 X 0 1 X 1 0 X 15797111 9440145 4508568 10115766 13327924 53189514 15797111 9440145 4508568 10115766 13327924 53189514 36178299 17011215 6448 100258 190693 194215 251366 742980 681 10305 19032 127 233 30378 53962872 33783728 0.31520 0.37210 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2015 AMOUNT: $ 41. 2016 AMOUNT: $ 1,180. 2017 AMOUNT: $ 40. 2018 AMOUNT: $ 127. 2019 AMOUNT: $ 233. PUBLICATION SALES - 2015 AMOUNT: $ 640. 2016 AMOUNT: $ 9,125. 2017 AMOUNT: $ 18,992. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 57179 11776 45403 314401 97237 217164 262567 DEFERRED RENT 204798 DEFERRED COMPENSATION LIABILITY 80917 285715 X 21466822 215700 355 4421 220476 21246346 0 21246346 15761627 355 4421 4776 15756851 0 15756851 PART X, LINE 2: THE ORGANIZATION PERFORMED AN EVALUATION OF UNCERTAINTY IN INCOME TAXES FOR THE YEAR ENDED JUNE 30, 2020, 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 4,421. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 4,421. 1 MT HOOD COMMUNITY COLLEGE 26000 SE STARK STREET GRESHAM OR 97030 930546890 115 90000 IMPLEMENTATION GRANTS LORAIN COUNTY COMMUNITY COLLEGE 1005 N ABBE ROAD ELYRIA OH 44035 340930187 115 50000 SCHOLARSHIP/IMPLEMENTATION GRANTS NUETA HIDATSA SAHNISH COLLEGE PO BOX 490 NEW TOWN ND 58763 450322990 501(C)(3) 41598 IMPLEMENTATION GRANTS ILISAGVIK COLLEGE PO BOX 749 BARROW AK 99723 920158414 501(C)(3) 36489 IMPLEMENTATION GRANTS ALAMO COMMUNITY COLLEGE DISTRICT 811 W HOUSTON ST SUITE 204 SAN ANTONIO TX 78207 742422589 501(C)(3) 25000 SCHOLARSHIP BROWARD COLLEGE 640 NW 6TH WAY FORT LAUDERDALE FL 33309 591216107 115 25000 IMPLEMENTATION GRANTS CUYAHOGA COMMUNITY COLLEGE 700 CARNEGIE AVENUE CLEVELAND OH 44115 340896630 115 25000 IMPLEMENTATION GRANTS HOUSTON COMMUNITY COLLEGE PO BOX 667517 MC1100 HOUSTON TX 77266 134310869 115 25000 IMPLEMENTATION GRANTS INDIAN RIVER STATE COLLEGE 2229 NW 9TH AVENUE OKEECHOBEE FL 34972 591206516 501(C)(3) 25000 IMPLEMENTATION GRANTS MIAMI DADE COLLEGE 11011 SW 104 STREET ROOM 9254 MIAMI FL 33176 591210485 115 25000 IMPLEMENTATION GRANTS WHITE EARTH TRIBAL AND COMMUNITY COLLEGE 2250 COLLEGE RD MAHNOMEN MN 56557 411978247 501(C)(3) 22477 IMPLEMENTATION GRANTS PORTLAND COMMUNITY COLLEGE PO BOX 19000 PORTLAND OR 972800990 930575187 115 15000 IMPLEMENTATION GRANTS UNITED TRIBES TECHNICAL COLLEGE 3315 UNIVERSITY DR BISMARK ND 58504 450314233 501(C)(3) 13111 IMPLEMENTATION GRANTS BUNKER HILL COMMUNITY COLLEGE 250 NEW RUTHERFORD AVENUE BOSTON MA 02129 222757389 501(C)(3) 10000 IMPLEMENTATION GRANTS FORSYTH TECHNICAL COLLEGE 2100 SILAS CREEK PARKWAY WINSTONSALEM NC 27103 560792614 115 10000 IMPLEMENTATION GRANTS AMERICAN INDIAN COLLEGE FUND 8333 GREENWOOD BOULEVARD DENVER CO 80221 521573446 501(C)(3) 7500 IMPLEMENTATION GRANTS 18 0 SCHOLARSHIPS 10 10000 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 1 0 0 0 0 0 0 1 0 KAREN A STOUT PRESIDENT & CEO 364132 0 35000 0 101466 0 33080 0 0 0 533678 0 0 0 RYAN KELSEY CHIEF STRATEGY & INNOVATION OFFICER 213941 0 0 0 578 0 15017 0 0 0 229536 0 0 0 ANDREW HARRIS INTERIM COO UNTIL 11/2019 141925 0 0 0 26200 0 10369 0 6402 0 184896 0 0 0 LAURIE HEACOCK SR ADVISOR - DATA, TECHNOLOGY AND ANALYTICS 168184 0 0 0 326 0 11796 0 0 0 180306 0 0 0 CAROL A LINCOLN SR. VICE PRESIDENT 142981 0 0 0 6137 0 10438 0 8045 0 167601 0 0 0 EMILY FROIMSON EXECUTIVE VICE PRESIDENT 153249 0 0 0 725 0 10778 0 0 0 164752 0 0 0 TERIANNE SOUSA EXECUTIVE DIRECTOR, SERVICES MGMT 142107 0 0 0 417 0 9977 0 7160 0 159661 0 0 0 JOANNE ANDERSON EXECUTIVE DIRECTOR, COMMUNICATIONS 141613 0 0 0 1837 0 10041 0 0 0 153491 0 0 0 PART I, LINE 4A ANDREW HARRIS, WHO SERVED AS INTERIM COO, RECEIVED A SEVERANCE OF $24,923 FOR THE YEAR ENDED DECEMBER 31, 2019. PART I, LINE 7 KAREN A. STOUT, WHO SERVES AS PRESIDENT & CEO RECEIVED A BONUS IN THE AMOUNT OF $35,000 THAT WAS BASES ON PERFORMANCE - AT THE DISCRETION OF THE BOARD OF DIRECTORS FOR THE YEAR ENDED DECEMBER 31, 2019. SCHEDULE J, PART II, LINE 1, COLUMN B(III) - OTHER REPORTABLE COMPENSATION KAREN'S STOUT OTHER REPORTABLE COMPENSATION FOR THE YEAR ENDED DECEMBER 31, 2019, INCLUDES GROSS-UP CLAWBACK AMOUNT OF $82,440 FOR OVERPAYMENT OF 401K PLAN CONTRIBUTIONS HAPPENDED IN PRIOR YEARS. 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 AN INDEPENDENT CONSULTANT WAS HIRED TO PROVIDE BENCHMARKING DATA FOR EMPLOYEE COMPENSATION AND TO ASSIST THE PRESIDENT & CEO IN HER INTERNAL EQUITY ASSESSMENT OF ATD'S SALARY STRUCTURE. THE CONSULTANT WAS ASKED TO PROVIDE BENCHMARK DATA WHICH INCLUDED OTHER NON-PROFITS. THE CONSULTANT PROVIDED DATA TO THE BOARD OF DIRECTORS FOR THEIR DETERMINATION OF THE SALARY FOR THE PRESIDENT & CEO. THE EXECUTIVE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER ASSISTED WITH THE DATA AND RECOMMENDATIONS FOR BUDGETED SALARY INCREASES AND THRESHOLDS FOR ALL OTHER EMPLOYEES. 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 16,272. MANAGEMENT AND GENERAL EXPENSES 5,420. FUNDRAISING EXPENSES 507. TOTAL EXPENSES 22,199. PROGRAM CONSULTANTS: PROGRAM SERVICE EXPENSES 932,185. MANAGEMENT AND GENERAL EXPENSES 369,337. FUNDRAISING EXPENSES 28,220. TOTAL EXPENSES 1,329,742. CONSULTING & CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 320,588. MANAGEMENT AND GENERAL EXPENSES 127,019. FUNDRAISING EXPENSES 9,705. TOTAL EXPENSES 457,312. DATA COACHES: PROGRAM SERVICE EXPENSES 1,880,063. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,880,063. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 143,656. MANAGEMENT AND GENERAL EXPENSES 56,918. FUNDRAISING EXPENSES 4,349. TOTAL EXPENSES 204,923.