2019-11-07T23:05:44-06:00 2019-06-30 111986323 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2018-07-01 271635830 ACHIEVING THE DREAM INC ACHI 2404500075 8484 GEORGIA AVENUE NO 500 SILVER SPRING MD 20910 KAREN A STOUT PRESIDENT & CEO 2404500075 2019-11-07 1 FRANK H SMITH P00639053 2022274000 2019-11-07 47.19.127.190 2019-11-07 23:05:40 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 3CCA3D5A622285388F97ED86671472338FBA87CB 2018 2020-03-31 21:24:44Z X KAREN A STOUT 8484 GEORGIA AVENUE NO 500 SILVER SPRING MD 20910 28409927 0 X WWW.ACHIEVINGTHEDREAM.ORG X 2009 NC LEAD A NETWORK OF COMMUNITY COLLEGES TO ACHIEVE SUSTAINABLE INSTITUTIONAL TRANSFORMATION. 13 13 57 14 0 24984 4508568 10115766 6144246 8923556 162310 141758 19032 7656 10834156 19188736 12615 711107 0 0 5105581 6104323 1720 13104 215017 10489869 8723935 15609785 15552469 -4775629 3636267 15143502 18583870 4556725 4204475 10586777 14379395 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. 1 0 5952272 412490 6333689 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. DURING THE YEAR, ATD OFFERED COLLEGES ON-CAMPUS AND EVENT-BASED COACHING AND TECHNICAL ASSISTANCE IN HOLISTIC STUDENT SUPPORTS (HSS), INCLUDING A KRESGE FOUNDATION -SUPPORTED INSTITUTE IN CONJUNCTION WITH SAIDE IN SOUTH AFRICA. WE ALSO INTRODUCED SERVICES AND EVENTS FOR COLLEGES IN TEACHING AND LEARNING (T&L) INCORPORATING LEARNINGS FROM GRANTS FOCUSED ON OPEN EDUCATIONAL RESOURCES (OER) IMPLEMENTATION AND THE ENGAGEMENT OF ADJUNCT FACULTY IN STUDENT SUCCESS. THROUGH THESE EVENTS, MORE 700 REPRESENTATIVES FROM DOZENS OF NETWORK AND NON-NETWORK COLLEGES ENGAGED IN DEEP WORK TO STRENGTHEN SUPPORTS AND TEACHING FOR STUDENTS.ATD ALSO CONTINUED ITS WORK, WITH SUPPORT FROM ASCENDIUM EDUCATION GROUP, COACHING 33 TRIBAL COLLEGE AND UNIVERSITIES. THESE INSTITUTIONS HAVE CONTINUED TO SHARE IMPROVEMENTS IN STUDENT SUCCESS AND HAVE DEMONSTRATED SIGNIFICANT IMPROVEMENTS IN THEIR ABILITY TO COLLECT AND USE DATA EFFECTIVELY TO CLOSE ACHIEVEMENT GAPS. CREATING CONTENT AND COACHING PROCESSES THAT ARE CULTURALLY RESPONSIVE IS IMPORTANT TO OUR NETWORK AS DEMONSTRATED THROUGH THE ASCENDIUM GRANT. ATD HAS ENGAGED SIX TRIBAL COLLEGES WHO HAVE COMPLETED THEIR 3-YEAR EXPERIENCE IN THE NETWORK TO ADVANCE THEIR COACHING THROUGH A DEEPER MODEL OF HOLISTIC STUDENT SUPPORTS. THIS WORK IS FUNDED BY AN ANONYMOUS FOUNDATION TO TEST OUR HOLISTIC STUDENT SUPPORTS MATERIALS IN THE TRIBAL COMMUNITY COLLEGE AND UNIVERSITY SETTING.THE ANNIE E. CASEY FOUNDATION IS ALSO FUNDING OUR HOLISTIC STUDENT SUPPORTS WORK THROUGH A GRANT THAT DISSEMINATES TOOLS, CASE STUDIES, AND OTHER CONTENT THAT RESULTED FROM THE INTEGRATION OF THE WORKING STUDENT SUCCESS NETWORK (WSSN) AND INTEGRATED PLANNING AND ADVISING FOR STUDENT SUCCESS (IPASS) PROGRAM DURING WEBINARS, MEETINGS/CONFERENCES, AND ATD LEARNING EVENTS.THROUGH AN ONGOING GRANT FROM THE WILLIAM AND FLORA HEWLETT FOUNDATION, ATD HAS 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.OVER THE NEXT SEVERAL YEARS, ATD WILL EXPAND THESE SERVICES AND ADD OR EXPAND INTO NEW AREAS, INCLUDING EQUITY, LEADERSHIP, AND K-12 PARTNERSHIPS. 5894072 134497 2528292 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 WHO EMBRACE OUR MODEL HAVE BEEN ABLE TO DEMONSTRATE DOUBLE-DIGIT DEGREE COMPLETION GAINS AND SUBSTANTIALLY CLOSE EQUITY GAPS BETWEEN SUBPOPULATIONS OF STUDENTS FULFILLING THE ATD MISSION. AS SUCH, ATD COLLEGES ROUTINELY GET SELECTED FOR PRESTIGIOUS NATIONAL AWARDS LIKE THE ASPEN PRIZE FOR COMMUNITY COLLEGE EXCELLENCE.NEW COLLEGES TYPICALLY JOIN THE ATD NATIONAL NETWORK THROUGH A STRUCTURED 3-YEAR EXPERIENCE IN WHICH THEY ARE SUPPORTED BY COACHES TO EXAMINE THEIR INSTITUTIONAL DATA, IDENTIFY EQUITY GAPS, ASSESS INSTITUTIONAL CAPACITIES AND DEVELOP STRATEGIES TO REDESIGN THEIR POLICIES, PRACTICES AND STRUCTURES SO THAT ALL STUDENTS HAVE ACCESSIBLE, EQUITABLE AND RELEVANT ACADEMIC AND SOCIAL EXPERIENCES. IN 2018-19, 21 NEW COLLEGES JOINED ATD AND LAUNCHED THEIR 3-YEAR EXPERIENCE. 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, AND A NATIONAL CONVENING. OTHERS OPT TO CONTINUE LEADERSHIP AND DATA COACHING TAILORED TO THEIR SPECIFIC NEEDS. THROUGH OUR PARTNERSHIP WITH THE BILL & MELINDA GATES FOUNDATION AND OTHERS, WE HAVE PROVIDED SOLUTIONS THAT ADDRESS MANY OF THE NEEDS IDENTIFIED BY OUR NETWORK COLLEGES. THE GATES FOUNDATION HAS ALSO CONTINUED TO SUPPORT ATD IN BOTH INTERNAL AND EXTERNAL CAPACITY BUILDING. THE WOODWARD HINES EDUCATION FOUNDATION CONTINUED ITS SUPPORT TO FUND 100% OF THE NETWORK FEES FOR COAHOMA COMMUNITY COLLEGE AND EAST MISSISSIPPI COMMUNITY COLLEGE TO PARTICIPATE IN THE ACHIEVING THE DREAM 3-YEAR TRANSFORMATIONAL CHANGE NETWORK EXPERIENCE.COLLEGES INDICATE THAT THE VALUE OF JOINING ATD IS IN BUILDING THE CAPACITY TO CONDUCT CONTINUOUS IMPROVEMENT TOWARDS CLOSING EQUITY GAPS. ALONG THEIR JOURNEY THEY: (1) BECOME A PART OF A PREMIERE PEER LEARNING NETWORK, (2) ACQUIRE CAPACITY TO MAKE EQUITY-FOCUSED DECISIONS INFORMED BY DISAGGREGATED DATA AND STUDENT PROGRESS MONITORING, (3) ESTABLISH A CAMPUS-WIDE COMMITMENT TO EQUITY AND TO CLOSING EQUITY GAPS, (4) BUILD A CULTURE OF CONTINUOUS IMPROVEMENT SO THEY CAN ITERATIVELY EVALUATE AND IMPLEMENT APPROPRIATE REFORMS ALIGNED TO THEIR TRANSFORMATION GOALS, (5) LEARN ABOUT STRATEGIES FROM PEERS AND PARTNERS ON THE LEADING EDGE OF REFORM, (6) TEST AND REFINE BOLD NEW APPROACHES, AND (7) MAKE PROGRESS TOWARD COMPLETION GOALS THAT LEAD TO RECOGNITION AND PARTICIPATION IN NEW INITIATIVES. EVALUATING DATA TO IDENTIFY EQUITY GAPS IS A CRITICAL COMPONENT OF ATD SERVICES. THROUGH A BILL & MELINDA GATES FOUNDATION POSTSECONDARY DATA PARTNERSHIP INITIATIVE, WE ARE SUPPORTING ATD NETWORK COLLEGES' TRANSITION TO THE POST-SECONDARY DATA PARTNERSHIP, ALLOWING SCHOOLS TO CAPTURE MORE PRECISE DATA POINTS AND ACCESS DATA FROM ONE PORTAL.DURING THE YEAR, ATD HELD SEVERAL KEY EVENTS, INCLUDING OUR MARQUEE NETWORK-WIDE CONVENING, DREAM, WHERE MORE THAN 2,200 COMMUNITY COLLEGE LEADERS, PRACTITIONERS, AND FUNDERS GATHERED TO WORK TOGETHER AND LEARN BEST PRACTICES. OUR 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. 430210 164120 9125 GATEWAY TO COLLEGE NATIONAL NETWORK:ATD MERGED WITH OREGON-BASED GATEWAY TO COLLEGE NATIONAL NETWORK IN APRIL 2019. 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 FY19, 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 35 GATEWAY TO COLLEGE PROGRAMS ACROSS 19 STATES, INCLUDING OUR NEWEST PROGRAM, OUR FIRST IN CONNECTICUT, LAUNCHED DURING THE YEAR. ATD'S GATEWAY TO COLLEGE ALSO CONTINUES TO LEAD A CITYWIDE COLLEGE AND CAREER READINESS INITIATIVE IN PORTLAND, OR AIMED AT SUPPORTING FOSTER, HOMELESS, AND ADJUDICATED YOUTH INTO THEIR FIRST YEAR OF COLLEGE. THROUGH GATEWAY TO COLLEGE, ATD WILL EXPAND ITS ABILITY TO SERVE ATD NETWORK COLLEGES IN BUILDING AND STRENGTHENING PIPELINES TO THEIR K-12 PARTNERS AND SERVING MANY OF THE MOST VULNERABLE YOUTH IN THEIR COMMUNITIES. 12276554 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 1 145 0 1 57 1 1 1 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 NO 500 SILVER SPRING MD 20910 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 & FINAN. COM. CHAIR 4.00 X X 0 0 0 DR MICHAEL VILLARREAL SECR SR. PROG. COMMITTE CHAIR 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 1.00 X 0 0 0 DR EDUARDO J PADRON DIRECTOR 1.00 X 0 0 0 DR ROBERT G TEMPLIN JR DIRECTOR- UNTIL 06/2019 1.00 X 0 0 0 DR GREGORY D WILLIAMS DIRECTOR 1.00 X 0 0 0 KAREN A STOUT PRESIDENT & CEO 50.00 X 395564 0 52099 ANGELA DORN CHIEF OPER. OFFICER (UNTIL 08/2018) 50.00 X 134039 0 18034 RYAN KELSEY CHIEF STRATEGY & INNOVATION OFFICER 50.00 X 204819 0 25977 LAURIE HEACOCK NATIONAL DIRECTOR 50.00 X 176405 0 14092 BONITA BROWN VICE PRESIDENT, NETWORK ENGAGEMENTS 50.00 X 157842 0 11951 DIANE BOSAK VICE PRESIDENT 50.00 X 156869 0 26847 CAROL A LINCOLN SR. VICE PRESIDENT 50.00 X 144749 0 28416 STEPHANIE MARSHALL DIRECTOR OF LEARNING EVENT 50.00 X 130812 0 20782 JOANNE ANDERSON EXECUTIVE DIRECTOR, COMMUNICATIONS 50.00 X 115969 0 12623 TERIANNE SOUSA EXECUTIVE DIRECTOR, SERVICES MGMT 50.00 X 115335 0 26847 1732403 0 237668 16 0 1 0 SMG FOOD & BEVERAGE LLC 300 E OCEAN BOULEVARD LONG BEACH CA 90802 MEETING COSTS 434789 SRI INTERNATIONAL PO BOX 2767 MENLO PARK CA 94025 CONSULTING SERVICES 325000 CAMPUS WORKS INC 1767 LAKEWOOD RANCE BLVD SUITE 305 BRADENTON FL 34211 CIO SERVICES 266940 COMMUNICATIONWORKS LLC 2101 L STREET NW SUITE 800 WASHINGTON DC 20037 PUBLIC POLICY PROGRAMS CONSULTING 220306 HYATT REGENCY LONG BEACH 200 S PINE AVENUE LONG BEACH CA 90802 MEETING COSTS 205923 16 10115766 10115766 PROGRAM SERVICE FEES 900099 5302763 5302763 DREAM CONFERENCE 900099 1970034 1917584 52450 CONTRACTS 900099 1612659 1612659 HONORARIUM 900099 38100 38100 8923556 194215 194215 8994526 164533 9028343 183173 -33817 -18640 -52457 -52457 17204 9675 7529 7529 MISCELLANEOUS 900099 127 127 127 19188736 8871106 0 201864 X 700107 700107 11000 11000 1242911 1004941 150054 87916 3981000 2684869 1222810 73321 230871 164402 63437 3032 292738 177202 105144 10392 356803 190819 148565 17419 24384 24384 51200 51200 13104 13104 30811 30811 4161684 3782144 379540 364043 277570 86208 265 815516 612773 200543 2200 330947 15009 315938 1461465 1392831 61514 7120 1292884 1233595 59241 48 53009 53009 33373 33373 DUES & PUBLICATIONS 65665 4402 61063 200 BAD DEBT 24890 24890 AWARDS 9500 9500 UBI TAXES 4564 4564 15552469 12276554 3060898 215017 34440 5049 2323399 3559809 2998789 3077438 202607 702640 75 2005 87273 179179 381142 66130 73423 315012 9337908 10668233 85588 74505 15143502 18583870 1044756 1441168 0 55000 3453729 2458940 58240 249367 4556725 4204475 X 3464069 5584403 7122708 8794992 10586777 14379395 15143502 18583870 3636267 156351 0 X 0 1 X 1 0 X 12673797 15797111 9440145 4508568 10115766 52535387 12673797 15797111 9440145 4508568 10115766 52535387 32789849 19745538 6571 6448 100258 190693 194215 498185 681 10305 19032 127 30145 53063717 30236014 0.37210 0.39670 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2014 AMOUNT: $ 0. 2015 AMOUNT: $ 41. 2016 AMOUNT: $ 1,180. 2017 AMOUNT: $ 40. 2018 AMOUNT: $ 127. PUBLICATION SALES - 2014 AMOUNT: $ 0. 2015 AMOUNT: $ 640. 2016 AMOUNT: $ 9,125. 2017 AMOUNT: $ 18,992. 2018 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 57179 4629 52550 323963 61501 262462 315012 DEFERRED RENT 188117 DEFERRED COMPENSATION LIABILITY 61250 249367 X 19328357 156351 4406 9675 170432 19157925 30811 30811 19188736 15535739 4406 9675 14081 15521658 30811 30811 15552469 PART X, LINE 2: THE ORGANIZATION PERFORMED AN EVALUATION OF UNCERTAINTY IN INCOME TAXES FOR THE YEAR ENDED JUNE 30, 2019, 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 9,675. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 9,675. 1 LUMEN LEARNING INC 812 SW WASHINGTON STREET SUITE 1200 1200 PORTLAND OR 97205 461294500 100000 RESEARCH MIAMI DADE COLLEGE 11011 SW 104 STREET ROOM 9254 MIAMI FL 33176 591210485 501(C)(3) 25000 IMPLEMENTATION GRANTS AMARILLO JUNIOR COLLEGE 2201 S WASHINGTON STREET AMARILLO TX 79109 756029084 501(C)(3) 25000 IMPLEMENTATION GRANTS CUYAHOGA COMMUNITY COLLEGE 700 CARNEGIE AVENUE CLEVELAND OH 44115 340896630 501(C)(3) 25000 IMPLEMENTATION GRANTS LORAIN COUNTY COMMUNITY COLLEGE 1005 N ABBE ROAD ELYRIA OH 44035 340930187 501(C)(3) 25000 IMPLEMENTATION GRANTS INDIAN RIVER STATE COLLEGE 2229 NW 9TH AVENUE OKEECHOBEE FL 34972 591206516 501(C)(3) 25000 IMPLEMENTATION GRANTS BROWARD COLLEGE 640 NW 6TH WAY FORT LAUDERDALE FL 33309 591216107 501(C)(3) 25000 IMPLEMENTATION GRANTS HOUSTON COMMUNITY COLLEGE PO BOX 667517 MC1100 HOUSTON TX 77266 134310869 501(C)(3) 25000 IMPLEMENTATION GRANTS MT HOOD COMMUNITY COLLEGE 26000 SE STARK STREET GRESHAM OR 97030 930546890 501(C)(3) 25000 IMPLEMENTATION GRANTS GATEWAY COMMUNITY COLLEGE 20 CHURCH STREET NEW HAVEN CT 06510 421678331 501(C)(3) 75000 IMPLEMENTATION GRANTS CONTRA COSTA COMMUNITY COLLEGE 2600 MISSION BELL DRIVE SAN PABLO CA 94806 680342035 501(C)(3) 30000 IMPLEMENTATION GRANTS PERALTA COMMUNITY COLLEGE 333 EAST 8TH STREET OAKLAND CA 94606 941590799 501(C)(3) 19000 IMPLEMENTATION GRANTS AUSTIN COMMUNITY COLLEGE 9101 TUSCANY WAY AUSTIN TX 78754 741742036 501(C)(3) 15000 IMPLEMENTATION GRANTS BUNKER HILL COMMUNIT-63019 250 NEW RUTHERFORD AVENUE BOSTON MA 02129 222757389 501(C)(3) 10000 IMPLEMENTATION GRANTS CENTRAL VIRGINIA COMMUNITY COLLEGE 3506 WARDS ROAD LYNCHBURG VA 24502 541268278 501(C)(3) 10000 IMPLEMENTATION GRANTS FORSYTH TECHNICAL COLLEGE 2100 SILAS CREEK PARKWAY WINSTONSALEM NC 27103 560792614 501(C)(3) 10000 IMPLEMENTATION GRANTS MONROE COMMUNITY COLLEGE 1000 EAST HENRIETTA ROAD ROCHESTER NY 14623 160849590 501(C)(3) 15000 IMPLEMENTATION GRANTS MONTGOMERY COLLEGE 900 HUNGERFORD DRIVE ROCKVILLE MD 20850 520891845 501(C)(3) 15000 IMPLEMENTATION GRANTS PIERCE COLLEGE 9401 FARWEST DRIVE SW LAKEWOOD WA 98498 910821742 501(C)(3) 15000 IMPLEMENTATION GRANTS BOROUGH OF MANHATTAN COMMUNITY COLLEGE 199 CHAMBERS STREET NEW YORK NY 10007 136400434 501(C)(3) 10000 IMPLEMENTATION GRANTS HERKIMER COMMUNITY COLLEGE 100 RESERVOIR ROAD HERKIMER NY 13350 166093216 501(C)(3) 10000 IMPLEMENTATION GRANTS SANTA ANA COLLEGE 1530 W 17TH STREET SANTA ANA CA 92706 956209198 501(C)(3) 15000 IMPLEMENTATION GRANTS LANEY COLLEGE 900 FALLON STREET OAKLAND CA 94607 941590799 501(C)(3) 15000 IMPLEMENTATION GRANTS 22 1 SCHOLARSHIPS 11 11000 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 395564 0 25000 0 -25000 0 34296 0 17803 0 447663 0 0 0 ANGELA DORN CHIEF OPER. OFFICER (UNTIL 08/2018) 134039 0 0 0 0 0 10579 0 7455 0 152073 0 0 0 RYAN KELSEY CHIEF STRATEGY & INNOVATION OFFICER 204400 0 0 0 419 0 14926 0 11051 0 230796 0 0 0 LAURIE HEACOCK NATIONAL DIRECTOR 175528 0 0 0 877 0 12755 0 1337 0 190497 0 0 0 BONITA BROWN VICE PRESIDENT, NETWORK ENGAGEMENTS 162002 0 0 0 -4160 0 11683 0 268 0 169793 0 0 0 DIANE BOSAK VICE PRESIDENT 158559 0 0 0 -1690 0 11693 0 15154 0 183716 0 0 0 CAROL A LINCOLN SR. VICE PRESIDENT 144827 0 0 0 -78 0 10535 0 17881 0 173165 0 0 0 STEPHANIE MARSHALL DIRECTOR OF LEARNING EVENT 134495 0 0 0 -3683 0 9751 0 11031 0 151594 0 0 0 PART I, LINE 7 KAREN A. STOUT, WHO SERVES AS PRESIDENT & CEO, RECEIVED A BONUS IN THE AMOUNT OF $25,000 THAT WAS BASED ON PERFORMANCE--AT THE DISCRETION OF THE BOARD OF DIRECTORS FOR THE YEAR ENDED DECEMBER 31, 2018. FORM 990, PART III, LINE 2 GATEWAY TO COLLEGE NATIONAL NETWORK WAS A NEW PROGRAM SERVICE UNDERTAKEN BY ATD DURING THE YEAR ENDED JUNE 30, 2019. 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 CHIEF OPERATING OFFICER. FORM 990, PART IX, LINE 11G PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 17,751. MANAGEMENT AND GENERAL EXPENSES 1,781. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,532. STAFF DEVELOPMENT: PROGRAM SERVICE EXPENSES 40,112. MANAGEMENT AND GENERAL EXPENSES 4,025. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 44,137. PROGRAM CONSULTANTS: PROGRAM SERVICE EXPENSES 673,446. MANAGEMENT AND GENERAL EXPENSES 67,581. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 741,027. CONSULTING & CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 913,721. MANAGEMENT AND GENERAL EXPENSES 91,692. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,005,413. DATA COACHES: PROGRAM SERVICE EXPENSES 2,137,114. MANAGEMENT AND GENERAL EXPENSES 214,461. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,351,575.