ACHIEVING THE DREAM INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ACHIEVING THE DREAM INC (EIN 27-1635830)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2018-11-14
- IRS object ID
- 201813189349303681
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-14T10:41:10-06:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521511275 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAFFA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L STREET NW SUITE 850 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271635830 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACHIEVING THE DREAM INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ACHI | BusinessNameControlTxt |
| Phone | 2404500075 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8403 COLESVILLE ROAD NO 450 | AddressLine1Txt |
| City | SILVER SPRING | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20910 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN A STOUT | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 2404500075 | PhoneNum |
| Signature | 2018-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK H SMITH | PreparerPersonNm |
| PTIN | P00639053 | PTIN |
| Phone | 2028225000 | PhoneNum |
| Preparation | 2018-11-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 207.238.152.33 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-14 | IPDt |
| IP Tm | 11:41:01 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 34B105C2C7BADB5F86383FB62741823725D67518 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 34B105C2C7BADB5F86383FB62741823725D67518 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KAREN A STOUT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8403 COLESVILLE ROAD NO 450 | AddressLine1Txt |
| City | SILVER SPRING | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20910 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $23,428,318 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ACHIEVINGTHEDREAM.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2009 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | LEAD A NETWORK OF COMMUNITY COLLEGES TO ACHIEVE SUSTAINABLE INSTITUTIONAL TRANSFORMATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 52 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $11,465 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,440,145 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,508,568 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,940,468 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,144,246 | CYProgramServiceRevenueAmt |
| PY Investment Income | $97,452 | PYInvestmentIncomeAmt |
| CY Investment Income | $162,310 | CYInvestmentIncomeAmt |
| PY Other Revenue | $12,253 | PYOtherRevenueAmt |
| CY Other Revenue | $19,032 | CYOtherRevenueAmt |
| PY Total Revenue | $15,490,318 | PYTotalRevenueAmt |
| CY Total Revenue | $10,834,156 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,645,333 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $12,615 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,530,721 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,105,581 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $1,720 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $212,320 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,012,235 | PYOtherExpensesAmt |
| CY Other Expenses | $10,489,869 | CYOtherExpensesAmt |
| PY Total Expenses | $21,188,289 | PYTotalExpensesAmt |
| CY Total Expenses | $15,609,785 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$5,697,971 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,775,629 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $20,886,515 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,143,502 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,457,268 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,556,725 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,429,247 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,586,777 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $12,916,374 | ExpenseAmt |
| Grant | $12,615 | GrantAmt |
| Revenue | $6,083,586 | RevenueAmt |
| Desc | ACHIEVING THE DREAM INC.'S (ATD) LONGSTANDING EMPHASIS ON BUILDING DATA CAPACITY AND ENCOURAGING LEADERSHIP AND INNOVATION HAS SHAPED THE NATIONAL CONVERSATION ON IMPROVING STUDENT OUTCOMES. OUR FOCUS ON ACCESS AND COMPLETION FOR LOW-INCOME STUDENTS AND STUDENTS OF COLOR IS NOW A CENTRAL FOCUS OF COMMUNITY COLLEGES NATIONWIDE. THERE IS AN UNDERLYING THEME TO THE MAJORITY OF GRANT FUNDING SPENT THIS YEAR. THAT THEME IS ATD BOTH DEEPENED ITS WORK IN ITS PROGRAM AREAS AS WELL AS WORKED TO BUILD CAPACITY INTERNALLY TO SUPPORT THE DEEPENING OF THE WORK WITH OUR NETWORK COLLEGES.ATD'S CORE MODEL OF EDUCATION REFORM IS A THREE YEAR EXPERIENCE IN WHICH COLLEGES EMBARK ON A JOURNEY OF TRANSFORMATION BASED ON ANALYZING SEVEN CORE CAPACITIES OF A COLLEGE'S INFRASTRUCTURE. LEADERSHIP AT THE UNIVERSITY IS MATCHED WITH ATD EXPERT DATA AND LEADERSHIP COACHES TO SYSTEMATICALLY ADDRESS GAPS IN THEIR INFRASTRUCTURE TO HELP PROPEL STUDENTS TO STUDENT SUCCESS. THROUGH A GRANT FROM THE WOODWARD HINES FOUNDATION TWO MISSISSIPPI SCHOOLS (MISSISSIPPI GULF COAST COMMUNITY COLLEGE AND COAHOMA COMMUNITY COLLEGE) JOINED ATD'S COLLEGE NETWORK. THE SOUTHERN COUNCIL OF FOUNDATIONS FEATURED THE SUPERB WORK OF BOTH ATD AND MISSISSIPPI SCHOOL LEADERS IN THEIR VOLUME 27 ISSUE 2 ISSUE.THE KRESGE FOUNDATION HAS BEEN A LONGTIME SUPPORTER OF ATD'S MISSION. IN THIS MOST RECENT YEAR THEY SUPPORTED THREE ATD AREAS OF WORK - INTERNAL CAPACITY BUILDING, NETWORK PARTICIPATION, AND HOLISTIC STUDENT SUPPORTS. MORE SPECIFICALLY THE GRANT PROVIDED RESOURCES FOR FOUR NEW COLLEGES TO JOIN THE ATD NETWORK. SECONDLY, THEY SUPPORTED THE WORKING STUDENT SUCCESS NETWORK (WSSN) WHICH FOCUSED SUPPORTS TO HELP STUDENTS GAIN FINANCIAL SKILLS AND CAREER EXPERIENCE TO BOTH SUCCESSFULLY EARN CREDENTIALS AND FIND JOBS THAT PAY FAMILY-SUSTAINING WAGES. ACHIEVE MISSION WAS CONTRACTED TO WORK ON ATD'S INTERNAL CAPACITY FOR LEADERSHIP ENGAGEMENT WITH THE COLLEGES AND TO BUILD A TALENT PIPELINE FOR ATD INTERNALLY TO HELP ENHANCE THE SUSTAINABILITY OF THE ORGANIZATION TO DO WORK SUCH AS NETWORK ENGAGEMENT AND WSSN.OUR PARTNERSHIPS WITH FUNDERS SUCH AS THE BILL AND MELINDA GATES FOUNDATION FACILITATED BOTH CAPACITY BUILDING WITHIN THE ORGANIZATION AND EXTERNAL DEEPENING OF OUR PROGRAM WORK. CONTINUATION FUNDING OF OUR ENGAGING ADJUNCT FACULTY PROJECT FURTHERS OUR WORK IN BUILDING INSTITUTIONAL CAPACITY TO BETTER INTEGRATE AND ENGAGE THE ADJUNCT FACULTY MEMBERS INTO THE STUDENT SUCCESS PROCESS AND TO BETTER UNDERSTAND AND ADDRESS THE OPPORTUNITIES AND CHALLENGES FACED BY COLLEGES ENGAGING PART-TIME FACULTY (ELEMENTS OF THIS PROGRAM WERE ALSO SUPPORTED BY THE GREAT LAKES EDUCATIONAL FOUNDATION). THE FOUNDATION ALSO SUPPORTED INTERNAL ATD CAPACITY BUILDING WHICH HELPED THE ORGANIZATION ALIGN AND OPERATIONALIZE ITS NEW STRATEGIC PLAN. ANOTHER SIGNIFICANT OUTCOME OF THE GATES FOUNDATION AND GREAT LAKES FOUNDATION FUNDING HAS BEEN ATD'S WORK WITH OPEN EDUCATION RESOURCES (OER). THE OPEN EDUCATION RESOURCES (OER) PROJECT INVOLVES 38 COMMUNITY COLLEGES IN 13 STATES AND IS DESIGNED TO HELP REMOVE FINANCIAL ROADBLOCKS THAT CAN DERAIL STUDENTS' PROGRESS AND TO SPUR OTHER CHANGES IN TEACHING AND LEARNING AND COURSE DESIGN THAT WILL INCREASE THE LIKELIHOOD OF DEGREE AND CERTIFICATE COMPLETION. COLLEGES AND SYSTEMS WERE SELECTED THROUGH A COMPETITIVE GRANT PROCESS BASED ON THEIR ABILITY AND CAPACITY TO IMPLEMENT OER DEGREE PROGRAMS, OFFER THE FULL COMPLEMENT OF DEGREE COURSES QUICKLY, OR QUICKLY SCALE THE NUMBER OF SECTIONS OFFERED.AS ANOTHER MAJOR SUPPORTER OF EDUCATION REFORM IN THE HIGHER EDUCATION SPACE GREAT LAKES FOUNDATION WORKED WITH ATD TO SUPPORT ITS ONBOARDING AND INTRODUCTION OF A COHORT OF TRIBAL UNIVERSITIES AND COLLEGES INTO THE ATD NETWORK. THE 30 PLUS TCUS ARE REPORTING VAST IMPROVEMENTS TO THEIR STUDENT SUCCESS STORIES AND THE OTHER NETWORK COLLEGES ARE LEARNING A GREAT DEAL FROM OUR KNOWLEDGE OF ENHANCING STUDENT EXPERIENCE BASED ON HOLISTIC SUPPORTS.AN INCREASINGLY IMPORTANT COMPONENT OF THE ATD EXPERIENCE IS ITS HIGHLY FOCUSED EVENTS RELATED TO PROGRAM AREAS. THIS PAST FISCAL YEAR THE ORGANIZATION HELD FOUR EVENTS, IT'S SHOWCASE ANNUAL CONFERENCE WHICH CONTINUES TO BREAK ATTENDANCE RECORDS AT OVER 2,200 COMMUNITY COLLEGE LEADERS AND PRACTITIONERS; A HIGHLY SUCCESSFUL TWO-DAY DATA AND ANALYTICS SUMMIT, SPONSORED EXCLUSIVELY FOR NETWORK COLLEGES WITH APPROXIMATELY 200 ATTENDEES, TO LEARN HOW TO USE DATA AS A STRATEGIC ASSET TO INCREASE STUDENT SUCCESS; AN INTEGRATED STUDENT SUPPORT INSTITUTE DESIGNED FOR TEAMS OF SCHOOL LEADERSHIP TO TACKLE ONGOING CHALLENGES IN THEIR STUDENT SUPPORT SYSTEM WHICH SOLD OLD ONE MONTH PRIOR TO THE CLOSE OF REGISTRATION, AND A MATH PATHWAYS EVENT FOR TEACHING AND LEARNING PROFESSIONALS WHICH ALSO FOCUSED ON HANDS-ON SOLUTION BASED ENGAGEMENT. THESE EVENTS WILL CONTINUE TO SERVE AS PINNACLES OF ENGAGEMENT SO THAT ATD CAN DEEPEN ITS WORK WITH ITS IN NETWORK SCHOOLS AND SHOWCASE ITS WORK TO SCHOOLS WHO ARE CONSIDERING JOINING THE NETWORK. | Desc |
| Total Program Service Expenses | $12,916,374 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 127 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 52 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREW HARRIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2404500075 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8403 COLESVILLE ROAD NO 450 | AddressLine1Txt |
| City | SILVER SPRING | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20910 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DR PAM EDDINGER | ||||||||
| BOARD CHAIR (AS OF 02/2018) | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LEAH MEYER AUSTIN | ||||||||
| COMMITTEE CHAIR - UNTIL 06/2018 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DR CHRISTINE JOHNSON | ||||||||
| VICE CHAIR (AS OF 02/2018) | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOHN M MUTZ | ||||||||
| COMMITTEE CHAIR, DEVELOPMENT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LOUIS TESTONI TREASURER AS OF | ||||||||
| 02/2018), AUDIT & FINAN. COM. CHAIR | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARC S HERZOG | ||||||||
| TREASURER - UNTIL 06/2018 | 2.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MIKE VILLARREAL SECRETARY | ||||||||
| PROG. COMMITTE CHAIR - AS OF 02/2018) | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DR ALEX JOHNSON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR MARY ALICE MCCARTHY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR NICOLE MELANDER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAVIER MIYARES | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR WES MOORE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR EDUARDO J PADRON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR ROBERT G TEMPLIN JR | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR GREGORY D WILLIAMS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KAREN A STOUT | ||||||||
| PRESIDENT & CEO | 50.00 | Yes (X) | $386,285 | $0 | $39,807 | |||
| ANGELA DORN | ||||||||
| CHIEF OPER. OFFICER - AS OF 08/2017 | 50.00 | Yes (X) | $69,427 | $0 | $6,381 | |||
| RYAN KESLEY | ||||||||
| CHIEF ADVISOR TO THE PRESIDENT | 50.00 | $195,015 | $0 | $18,351 | Yes (X) | |||
| LAURIE HEACOCK | ||||||||
| NATIONAL DIRECTOR | 50.00 | $156,255 | $0 | $39,311 | Yes (X) | |||
| DIANE BOSAK | ||||||||
| VICE PRESIDENT | 50.00 | $164,572 | $0 | $22,236 | Yes (X) | |||
| CAROL A LINCOLN | ||||||||
| SR. VICE PRESIDENT | 50.00 | $140,022 | $0 | $23,340 | Yes (X) | |||
| STEPHANIE MARSHALL | ||||||||
| DIRECTOR OF LEARNING EVENTS | 50.00 | $123,863 | $0 | $16,566 | Yes (X) | |||
| LYNN REDDY | ||||||||
| DIRECTOR OF COMMUNICATIONS | 50.00 | $104,946 | $0 | $9,370 | Yes (X) | |||
| DEBORAH PIERCE | ||||||||
| DIRECTOR OF FINANCE - UNTIL 06/2018 | 50.00 | $100,606 | $0 | $19,096 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,440,991 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $194,458 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HILTON SAN FRANCISCO | |||||
| 333 OFARELL STREET | SAN FRANCISCO | CA | 94102 | MEETING COSTS | $872,683 |
| LUMEN INC | |||||
| 600 NW 14TH AVENUE SUITE 200 | PORTLAND | OR | 97209 | LEARNING/COURSE DEVELOPMENT | $500,000 |
| SRI INTERNATIONAL | |||||
| 333 RAVENSWOOD AVENUE | MENLO PARK | CA | 94025 | COMMUNITY COLLEGE FACULTY SURVEY | $450,000 |
| JOBS FOR THE FUTURE | |||||
| 88 BROAD STREET | BOSTON | MA | 02110 | PUBLIC POLICY PROGRAMS CONSULTING | $350,000 |
| INTERCONTINENTAL HOTEL CHICAGO | |||||
| 505 N MICHIGAN AVENUE | CHICAGO | IL | 60611 | MEETING COSTS | $225,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $4,508,568 | AllOtherContributionsAmt |
| Total Contributions | $4,508,568 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| PROGRAM SERVICE FEES | 900099 | $4,188,222 | $4,188,222 | |
| DREAM CONFERENCE | 900099 | $1,625,314 | $1,564,654 | $60,660 |
| CONTRACTS | 900099 | $305,891 | $305,891 | |
| HONORARIUM | 900099 | $24,819 | $24,819 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,144,246 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $190,693 | TotalRevenueColumnAmt |
| Exclusion | $190,693 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,565,779 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,594,162 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$28,383 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$28,383 | TotalRevenueColumnAmt |
| Exclusion | -$28,383 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| PUBLICATION SALES | 900099 | $18,992 | $18,992 |
| MISCELLANEOUS | 900099 | $40 | $40 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $19,032 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,834,156 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,083,586 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $242,002 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,615 | TotalAmt |
| Program Services | $12,615 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,051,422 | TotalAmt |
| Program Services | $552,604 | ProgramServicesAmt |
| Management And General | $476,409 | ManagementAndGeneralAmt |
| Fundraising | $22,409 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,264,819 | TotalAmt |
| Program Services | $2,703,076 | ProgramServicesAmt |
| Management And General | $411,732 | ManagementAndGeneralAmt |
| Fundraising | $150,011 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $220,249 | TotalAmt |
| Program Services | $168,388 | ProgramServicesAmt |
| Management And General | $42,576 | ManagementAndGeneralAmt |
| Fundraising | $9,285 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $293,071 | TotalAmt |
| Program Services | $215,342 | ProgramServicesAmt |
| Management And General | $65,532 | ManagementAndGeneralAmt |
| Fundraising | $12,197 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $276,020 | TotalAmt |
| Program Services | $196,528 | ProgramServicesAmt |
| Management And General | $69,056 | ManagementAndGeneralAmt |
| Fundraising | $10,436 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,012 | TotalAmt |
| Program Services | $13,713 | ProgramServicesAmt |
| Management And General | $5,299 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,152 | TotalAmt |
| Management And General | $37,152 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,720 | TotalAmt |
| Fundraising | $1,720 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,662 | TotalAmt |
| Program Services | $577 | ProgramServicesAmt |
| Management And General | $99,085 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,390,602 | TotalAmt |
| Program Services | $5,877,941 | ProgramServicesAmt |
| Management And General | $512,661 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $279,773 | TotalAmt |
| Program Services | $239,221 | ProgramServicesAmt |
| Management And General | $39,920 | ManagementAndGeneralAmt |
| Fundraising | $632 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $552,904 | TotalAmt |
| Program Services | $338,340 | ProgramServicesAmt |
| Management And General | $214,464 | ManagementAndGeneralAmt |
| Fundraising | $100 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $334,062 | TotalAmt |
| Program Services | $4,937 | ProgramServicesAmt |
| Management And General | $329,125 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,425,083 | TotalAmt |
| Program Services | $1,379,082 | ProgramServicesAmt |
| Management And General | $43,706 | ManagementAndGeneralAmt |
| Fundraising | $2,295 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,244,998 | TotalAmt |
| Program Services | $1,207,737 | ProgramServicesAmt |
| Management And General | $35,579 | ManagementAndGeneralAmt |
| Fundraising | $1,682 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,158 | TotalAmt |
| Management And General | $45,158 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES & PUBLICATIONS | $59,213 | $6,273 | $51,387 | $1,553 |
| AWARDS | $2,250 | $2,250 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,609,785 | TotalAmt |
| Program Services | $12,916,374 | ProgramServicesAmt |
| Management And General | $2,481,091 | ManagementAndGeneralAmt |
| Fundraising | $212,320 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,397 | BOYAmt |
| EOY | $34,440 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,548,248 | BOYAmt |
| EOY | $2,323,399 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,189,370 | BOYAmt |
| EOY | $2,998,789 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $212,113 | BOYAmt |
| EOY | $202,607 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,640 | BOYAmt |
| EOY | $75 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,795 | BOYAmt |
| EOY | $87,273 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $251,077 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $177,654 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,581 | BOYAmt |
| EOY | $73,423 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,000 | BOYAmt |
| EOY | $44,250 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,665,198 | BOYAmt |
| EOY | $9,293,658 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,173 | BOYAmt |
| EOY | $85,588 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,886,515 | BOYAmt |
| EOY | $15,143,502 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,260,588 | BOYAmt |
| EOY | $1,044,756 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,323,171 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,796,123 | BOYAmt |
| EOY | $3,453,729 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,386 | BOYAmt |
| EOY | $58,240 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,457,268 | BOYAmt |
| EOY | $4,556,725 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,434,269 | BOYAmt |
| EOY | $3,464,069 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,994,978 | BOYAmt |
| EOY | $7,122,708 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,429,247 | BOYAmt |
| EOY | $10,586,777 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,886,515 | BOYAmt |
| EOY | $15,143,502 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$4,775,629 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$66,841 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,724,751 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,673,797 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,797,111 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,440,145 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,508,568 | CurrentTaxYearAmt |
| Total | $55,144,372 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,724,751 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,673,797 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,797,111 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,440,145 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,508,568 | CurrentTaxYearAmt |
| Total | $55,144,372 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $33,126,733 | SubstantialContributorsTotAmt |
| Public Support Total170 | $22,017,639 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,650 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,571 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,448 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $100,258 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $190,693 | CurrentTaxYearAmt |
| Total | $322,620 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $681 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,305 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,032 | CurrentTaxYearAmt |
| Total | $30,018 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $55,497,010 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $25,444,318 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.39670 | PublicSupportCY170Pct |
| Public Support PY170 | 0.41390 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS - 2013 AMOUNT: $ 0. 2014 AMOUNT: $ 0. 2015 AMOUNT: $ 41. 2016 AMOUNT: $ 1,180. 2017 AMOUNT: $ 40. PUBLICATION SALES - 2013 AMOUNT: $ 0. 2014 AMOUNT: $ 0. 2015 AMOUNT: $ 640. 2016 AMOUNT: $ 9,125. 2017 AMOUNT: $ 18,992. | ExplanationTxt |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $31,668 | OtherCostOrOtherBasisAmt |
| Depreciation | $27,200 | DepreciationAmt |
| Book Value | $4,468 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $219,409 | OtherCostOrOtherBasisAmt |
| Depreciation | $150,454 | DepreciationAmt |
| Book Value | $68,955 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $73,423 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| GOVERMENT OBLIGATIONS | $5,821,670 | F |
| CORPORATE BONDS | $3,471,988 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $9,293,658 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT | $13,990 |
| DEFERRED COMPENSATION LIABILITY | $44,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $58,240 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,768,374 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$66,841 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $1,059 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$65,782 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,834,156 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,834,156 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $15,610,844 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,059 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $1,059 | ExpensesNotReportedAmt |
| Expenses Subtotal | $15,609,785 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $15,609,785 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PERFORMED AN EVALUATION OF UNCERTAINTY IN INCOME TAXES FOR THE YEAR ENDED JUNE 30, 2018, 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. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 12 | RecipientCnt |
| Cash Grant | $12,615 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KAREN A STOUT | ||||||||||||||
| PRESIDENT & CEO | $338,483 | $0 | $30,000 | $0 | $17,802 | $0 | $25,264 | $0 | $14,543 | $0 | $426,092 | $0 | $0 | $0 |
| RYAN KESLEY | ||||||||||||||
| CHIEF ADVISOR TO THE PRESIDENT | $194,775 | $0 | $0 | $0 | $240 | $0 | $13,634 | $0 | $4,717 | $0 | $213,366 | $0 | $0 | $0 |
| LAURIE HEACOCK | ||||||||||||||
| NATIONAL DIRECTOR | $155,703 | $0 | $0 | $0 | $552 | $0 | $11,656 | $0 | $27,655 | $0 | $195,566 | $0 | $0 | $0 |
| DIANE BOSAK | ||||||||||||||
| VICE PRESIDENT | $164,020 | $0 | $0 | $0 | $552 | $0 | $11,272 | $0 | $10,964 | $0 | $186,808 | $0 | $0 | $0 |
| CAROL A LINCOLN | ||||||||||||||
| SR. VICE PRESIDENT | $138,307 | $0 | $0 | $0 | $1,715 | $0 | $9,834 | $0 | $13,506 | $0 | $163,362 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | KAREN A. STOUT, WHO SERVES AS PRESIDENT & CEO, RECEIVED A BONUS IN THE AMOUNT OF $30,000 THAT WAS BASED ON OUTSTANDING PERFORMANCE AS WELL AS WITH DISCRETION BY THE BOARD OF DIRECTORS. STEPHANIE MARSHALL AND DEBORAH PIERCE WHO SERVE AS DIRECTOR OF LEARNING EVENTS AND DIRECTOR OF FINANCE RESPECTIVELY EACH RECEIVED BONUSES OF $3,000 THAT WAS BASED ON EXEMPLARY SERVICE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 | PROGRAM CONSULTANTS: PROGRAM SERVICE EXPENSES 2,927,603. MANAGEMENT AND GENERAL EXPENSES 29,240. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,956,843. CONSULTING & CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 405,420. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 405,420. PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 12,214. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,214. STAFF DEVELOPMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 65,787. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 65,787. DATA COACHES: PROGRAM SERVICE EXPENSES 2,950,338. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,950,338. |
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