2017-11-14T10:49:25-06:00 2017-06-30 521511275 RAFFA PC 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2016-07-01 271635830 ACHIEVING THE DREAM INC ACHI 2404500075 8403 COLESVILLE ROAD NO 450 SILVER SPRING MD 20910 KAREN A STOUT PRESIDENT & CEO 2404500075 2017-11-14 1 FRANK H SMITH P00639053 2028225000 2017-11-14 207.238.152.3 2017-11-14 11:49:14 ES P 2068A00ABC0F57F0B625F2814A44784351942D35 D8B48308BC061A0DC07B446220B2988984B4F8A7 2016 2021-01-29 14:40:06Z KAREN A STOUT 8403 COLESVILLE ROAD NO 450 SILVER SPRING MD 20910 15648996 0 X WWW.ACHIEVINGTHEDREAM.ORG X 2009 NC LEAD A NETWORK OF COMMUNITY COLLEGES TO ACHIEVE SUSTAINABLE INSTITUTIONAL TRANSFORMATION. 9 9 51 9 0 0 15797111 9440145 5050540 5940468 6448 97452 2444 12253 20856543 15490318 5128342 3645333 0 0 3655847 4530721 0 0 186911 9144517 13012235 17928706 21188289 2927837 -5697971 26467749 20886515 5259011 5457268 21208738 15429247 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 18195132 3645333 5873593 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.TO SEED INNOVATIVE IDEAS THAT GENERATE KNOWLEDGE THAT CONTRIBUTES TO GREATER STUDENT SUCCESS, ATD MANAGES A VARIETY OF INITIATIVES. ATD HAS CONTINUED TO LEAD THE SCALE-UP OF A BROAD EFFORT TO INTRODUCE A FRESH, HOLISTIC APPROACH TO STUDENT SUCCESS THAT TAKES INTO ACCOUNT FAMILY AND WORK RESPONSIBILITIES, FINANCIAL NEEDS BEYOND TUITION, AND THE FINANCIAL KNOWLEDGE STUDENTS NEED TO SUSTAIN THE OTHER ASPECTS OF THEIR LIVES. THE WORKING STUDENTS SUCCESS NETWORK (WSSN) HAS BROUGHT TOGETHER 19 COLLEGES IN FOUR STATES TO HELP STUDENTS TO GAIN FINANCIAL SKILLS AND CAREER EXPERIENCE TO BOTH SUCCESSFULLY EARN CREDENTIALS AND FIND JOBS THAT PAY FAMILY-SUSTAINING WAGES. WSSN IS DEEPENING THEIR WORK TO PROVIDE STUDENTS A COMPLEMENTARY SET OF SERVICES IN THREE KEY AREAS TO HELP THEM COMPLETE CREDENTIALS AND PUT THEIR LIVES ON SOLID FINANCIAL GROUND. THESE AREAS INCLUDE:-EDUCATION AND EMPLOYMENT ADVANCEMENT-INCOME AND WORK SUPPORTS-FINANCIAL SERVICES AND ASSET BUILDINGATD ALSO WORKED CLOSELY WITH EDUCAUSE TO PIONEER A NEW APPROACH ON CAMPUSES CALLED THE INTEGRATED PLANNING AND ADVISING FOR STUDENT SUCCESS IN HIGHER EDUCATION (IPASS) INITIATIVE. THIS INITIATIVE SUPPORTS COLLEGES AND UNIVERSITIES IN LEVERAGING TECHNOLOGY TO ENHANCE AND STREAMLINE COURSE ADVISING, SELECTION, AND REGISTRATION AND TRACKS STUDENT PROGRESS TO IMPROVE ACADEMIC DECISION-MAKING. ATD OFFERED TECHNICAL ASSISTANCE ON PLANNING, IMPLEMENTATION, PROGRESS MONITORING, AND CHANGE MANAGEMENT TO 14 OF THE 24 COMMUNITY COLLEGES AND UNIVERSITIES SELECTED TO PARTICIPATE IN IPASS.ATD CONTINUED TO PARTNER WITH JOBS FOR THE FUTURE ON STEM REGIONAL COLLABORATIVE TO HELP COLLEGES DEVELOP CLOSE PARTNERSHIPS WITH EMPLOYERS, P-12 SCHOOL SYSTEMS AND COMMUNITY ORGANIZATIONS TO STRENGTHEN THEIR MIDDLE-SKILL STEM PATHWAYS. ATD ALSO HAS WORKED WITH FOUR COLLEGES TO IMPLEMENT A STRENGTHENING PATHWAYS TO RETAIL CAREERS INITIATIVE, WHICH IS DESIGNED TO LEAD TO HIGHER, FAMILY-SUSTAINING WAGES IN THE RETAIL AND HOSPITALITY INDUSTRIES.ATD CONTINUED TO LEAD SEVEN REGIONAL COLLEGES IN THE NORTHEAST RESILIENCY CONSORTIUM, FUNDED BY THE U.S. DEPARTMENT OF LABOR, TO SUPPORT WORKFORCE DEVELOPMENT. THE EFFORT GIVES WORKERS CREDIT FOR PREVIOUS LEARNING AND BUILDS REGIONAL CAPACITY TO RETRAIN THE UNEMPLOYED, VETERANS, AND OTHER WORKERS IN CRITICAL OCCUPATIONS, SUCH AS HEALTHCARE, INFORMATION TECHNOLOGY, AND ENVIRONMENTAL TECHNOLOGY.-AN ANNUAL CONFERENCE WITH RECORD ATTENDANCE OF MORE THAN 2,000 COMMUNITY COLLEGE LEADERS AND PRACTITIONERS.-A HIGHLY SUCCESSFUL TWO-DAY DATA AND ANALYTICS SUMMIT, SPONSORED BY ATD AND SAS, EXCLUSIVELY FOR NETWORK COLLEGES, TO LEARN HOW TO USE DATA AS A STRATEGIC ASSET TO INCREASE STUDENT SUCCESS.-MORE THAN HALF OF COURSES IN COMMUNITY COLLEGES ARE TAUGHT BY ADJUNCT FACULTY, AND INSTITUTIONS' RELIANCE ON PART-TIME INSTRUCTORS IS GROWING. DESPITE EFFORTS IN INDIVIDUAL DEPARTMENTS AND COLLEGES, THE FIELD HAS NOT DEVISED SCALABLE STRATEGIES FOR ENGAGING ADJUNCTS. ATD'S NEW PROJECT, ENGAGING ADJUNCT FACULTY IN THE STUDENT SUCCESS MOVEMENT, FUNDED BY THE LEONA M. AND HARRY B. HELMSLEY CHARITABLE TRUST AND THE GREAT LAKES HIGHER EDUCATION GUARANTY CORPORATION, SEEKS TO BUILD INSTITUTIONAL CAPACITY TO BETTER INTEGRATE AND ENGAGE THE ADJUNCT FACULTY MEMBER IN THE STUDENT SUCCESS AGENDA AND TO UNDERSTAND AND ADDRESS THE OPPORTUNITIES AND CHALLENGES FACED BY COLLEGES ENGAGING PART-TIME FACULTY.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. 18195132 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 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 112 0 1 51 1 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X DEBBIE PIERCE 2404500075 8403 COLESVILLE ROAD NO 450 SILVER SPRING MD 20910 ROBERT G TEMPLIN JR BOARD CHAIR 5.00 X X 0 0 0 LEAH MEYER AUSTIN COMMITTEE CHAIR 4.00 X X 0 0 0 DIANE E BASTIAN COMMITTEE CHAIR 5.00 X X 0 0 0 EDUARDO J PADRON COMMITTEE CHAIR 3.00 X X 0 0 0 CHRISTINE JOHNSON SECRETARY (AS OF 07/2016) 4.00 X X 0 0 0 MARC S HERZOG TREASURER 2.50 X X 0 0 0 JOHN M MUTZ DIRECTOR 1.00 X 0 0 0 LOUIS TESTONI DIRECTOR 1.00 X 0 0 0 MIKE VILLARREAL DIRECTOR 1.00 X 0 0 0 KAREN A STOUT PRESIDENT & CEO 50.00 X 391961 0 33180 MARK A MOTAMEN CFO- UNTIL 06/2017 20.00 X 143627 0 30043 CAROL A LINCOLN SR. VICE PRESIDENT 50.00 X 165640 0 22744 LAURIE HEACOCK NATIONAL DIRECTOR 50.00 X 153085 0 27941 PAUL N MARKHAM VICE PRESIDENT (AS OF 01/2017) 50.00 X 158346 0 16111 CINDY LENHART VICE PRESIDENT 20.00 X 148433 0 23817 DIANE BOSAK VICE PRESIDENT (AS OF 01/2016) 50.00 X 147360 0 14617 STEPHANIE MARSHALL DIRECTOR OF LEARNING EVENTS 50.00 X 116689 0 9574 WEI SONG DIR. DATA MGMT/RES. (UNTIL 03/2017) 50.00 X 109386 0 21662 1534527 0 199689 12 0 1 0 LUMEN INC 600 NW 14TH AVENUE SUITE 200 PORTLAND OR 97209 LEARNING/COURSE DEVELOPMENT 800000 SRI INTERNATIONAL 333 RAVENSWOOD AVENUE MENLO PARK CA 94025 COMMUNITY COLLEGE FACULTY SURVEY 550000 TEACHERS COLLEGE COLUMBIA UNIVERSITY 525 WEST 120 STREET 30 NEW YORK NY 10027 ENGAGING FACULTY IN STUDENT SUCCESS 450000 JOBS FOR THE FUTURE 88 BROAD STREET BOSTON MA 02110 PUBLIC POLICY PROGRAMS CONSULTING 450000 REDSTONE STRATEGY GROUP LLC 3223 ARAPAHOE AVENUE SUITE 210 BOULDER CO 80303 STRATEGIC PLANNING 407000 19 9440145 9440145 PROGRAM SERVICE FEES 900099 4000900 4000900 DREAM CONFERENCE 900099 1346111 1279236 66875 CONTRACTS 900099 566562 566562 HONORARIUM 900099 26895 26895 5940468 100258 100258 119386 36486 122392 36286 -3006 200 -2806 -2806 PUBLICATION SALES 900099 9125 9125 REIMBURSEMENTS 900099 1948 1948 MISCELLANEOUS 900099 1180 1180 12253 15490318 5873593 0 176580 X 3645333 3645333 878564 565757 229878 82929 2950130 1755550 1118082 76498 215157 128367 81090 5700 244856 144280 90164 10412 242014 146418 85673 9923 58397 4550 53847 29611 29611 17353 17353 9078208 8636452 441756 309126 119240 189886 228087 34213 192425 1449 1770157 1652147 118010 1323294 1323294 46876 46876 31215 31215 SUBSCRIPTIONS 57826 57826 RECRUITMENT 32340 32340 MISCELLANEOUS 16697 4037 12660 DIRECT COSTS 13048 3154 9894 21188289 18195132 2806246 186911 668894 9397 14182566 7548248 10934947 4189370 517549 212113 1640 37534 144795 217540 143959 88755 73581 9000 8692198 28504 15173 26467749 20886515 1334526 1260588 2575868 2323171 1243810 1796123 104807 77386 5259011 5457268 X 3586770 2434269 17621968 12994978 21208738 15429247 26467749 20886515 -5697971 -81520 0 X 0 1 X 1 0 X 2626766 12724751 12673797 15797111 9440145 53262570 2626766 12724751 12673797 15797111 9440145 53262570 31155798 22106772 10196 18650 6571 6448 100258 142123 681 10305 10986 53415679 23799592 0.41390 0.43430 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2012 AMOUNT: $ 0. 2013 AMOUNT: $ 0. 2014 AMOUNT: $ 0. 2015 AMOUNT: $ 41. 2016 AMOUNT: $ 1,180. PUBLICATION SALES - 2012 AMOUNT: $ 0. 2013 AMOUNT: $ 0. 2014 AMOUNT: $ 0. 2015 AMOUNT: $ 640. 2016 AMOUNT: $ 9,125. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 31668 22670 8998 185872 121289 64583 73581 DEFERRED RENT 50386 DEFERRED COMPENSATION LIABILITY 27000 77386 X 15427884 -81520 19086 -62434 15490318 0 15490318 21207375 19086 19086 21188289 0 21188289 PART X, LINE 2: THE ORGANIZATION PERFORMED AN EVALUATION OF UNCERTAINTY IN INCOME TAXES FOR THE YEAR ENDED JUNE 30, 2017, 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. 1 LOS ANGELES COMMUNITY COLLEGE 770 WILSHIRE BOULEVARD 9TH FLOOR LOS ANGELES CA 90017 954106993 501(C)(3) 300000 WORKING STUDENT SUCCESS NETWORK SAN MATEO COUNTY COMMUNITY COLLEGE DISTRICT 3401 CSM DRIVE SAN MATEO CA 94402 943084147 501(C)(3) 179000 WORKING STUDENT SUCCESS NETWORK PATRICK HENRY COMMUNITY COLLEGE 645 PATRIOT AVENUE MARTINSVILLE VA 24112 541185803 501(C)(3) 235000 WORKING STUDENT SUCCESS NETWORK & ADJUNCT FACULTY PIERCE COLLEGE 9401 FARWEST DRIVE SW LAKEWOOD WA 98498 910821742 501(C)(3) 130000 KRESGE LEADERSHIP FLORIDA STATE COLLEGE AT JACKSONVILLE 501 W STATE STREET JACKSONVILLE FL 32202 591149317 501(C)(3) 100000 OPEN EDUCATION RESOURCES PROJECT EAST LOS ANGELES COLLEGE FOUNDATION 1301 AVENIDA CESAR CHAVEZ MONTEREY PARK CA 91754 330034221 501(C)(3) 95000 WORKING STUDENT SUCCESS NETWORK NORTHERN VIRGINIA COMMUNITY COLLEGE 3924 PENDER DRIVE FAIRFAX VA 22030 541268263 501(C)(3) 85000 WORKING STUDENT SUCCESS NETWORK COMMUNITY COLLEGE OF BALTIMORE COUNTY 7200 SOLLERS POINT ROAD BALTIMORE MD 21222 521977456 501(C)(3) 160000 ADJUNCT FACULTY COMMUNITY COLLEGE OF PHILADELPHIA FOUNDATION 1700 SPRING GARDEN STREET PHILADELPHIA PA 19130 232612698 501(C)(3) 160000 ADJUNCT FACULTY DELTA COLLEGE 1961 DELTA ROAD UNIVERSITY CENTER MI 48710 386034011 501(C)(3) 160000 ADJUNCT FACULTY RENTON TECHNICAL COLLEGE 3000 NE FOURTH STREET RENTON WA 98056 911522175 501(C)(3) 160000 ADJUNCT FACULTY WILLIAM RAINEY HARPER COLLEGE 1200 W ALGONQUIN ROAD PALATINE IL 60067 362582782 501(C)(3) 160000 ADJUNCT FACULTY CABRILLO COMMUNITY COLLEGE DISTRICT 6500 SOQUEL DRIVE APTOS CA 95003 770385111 501(C)(3) 75000 WORKING STUDENT SUCCESS NETWORK CLARK COLLEGE 1933 FORT VANCOUVER WAY VANCOUVER WA 98663 910824167 501(C)(3) 75000 WORKING STUDENT SUCCESS NETWORK DONA ANA COMMUNITY COLLEGE PO BOX 30002 LAS CRUCES NM 88003 856000401 501(C)(3) 150000 INTEGRATED PLANNING AND ADVISING FOR STUDENT SUCCESS IN HIGHER EDUCATION HIGHLINE COMMUNITY COLLEGE 2400 S 240TH STREET PO BOX 89000 DES MOINES IA 98198 910752489 501(C)(3) 75000 WORKING STUDENT SUCCESS NETWORK TRIDENT TECHNICAL COLLEGE PO BOX 118067 NORTH CHARLESTON SC 29423 570440170 501(C)(3) 150000 INTEGRATED PLANNING AND ADVISING FOR STUDENT SUCCESS IN HIGHER EDUCATION UNIVERSITY OF HAWAII FOUNDATION 2444 DOLE STREET HONOLULU HI 96822 990085260 501(C)(3) 150000 INTEGRATED PLANNING AND ADVISING FOR STUDENT SUCCESS IN HIGHER EDUCATION ZANE STATE COLLEGE 1555 NEWARK ROAD ZANESVILLE OH 43701 310796550 501(C)(3) 150000 INTEGRATED PLANNING AND ADVISING FOR STUDENT SUCCESS IN HIGHER EDUCATION NORTH ARKANSAS COLLEGE 1515 PIONEER DRIVE HARRISON AR 72601 710451862 501(C)(3) 70000 WORKING STUDENT SUCCESS NETWORK BIG BEND COMMUNITY COLLEGE 7662 CHANUTE STREET NE MOSES LAKE WA 98837 910826741 501(C)(3) 60000 WORKING STUDENT SUCCESS NETWORK COLLEGE OF THE OUACHITAS ONE COLLEGE CIRCLE MALVERN AR 72104 710411511 501(C)(3) 60000 WORKING STUDENT SUCCESS NETWORK DANVILLE COMMUNITY COLLEGE 1008 SOUTH MAIN STREET DANVILLE VA 24541 541268258 501(C)(3) 60000 WORKING STUDENT SUCCESS NETWORK EAST ARKANSAS COMMUNITY COLLEGE 1700 NEWCASTLE ROAD FORREST CITY AR 72335 710450242 501(C)(3) 60000 WORKING STUDENT SUCCESS NETWORK EASTERN SHORE COMMUNITY COLLEGE 29300 LANKFORD HIGHWAY MELFA VA 23410 541268269 501(C)(3) 60000 WORKING STUDENT SUCCESS NETWORK KERN COMMUNITY COLLEGE DISTRICT 2100 CHESTER AVENUE BAKERSFIELD CA 93301 956006644 501(C)(3) 60000 WORKING STUDENT SUCCESS NETWORK PHILLIPS COMMUNITY COLLEGE OF THE UNIVERSITY OF ARKANSAS PO BOX 785 HELENA AR 72342 710388796 501(C)(3) 60000 WORKING STUDENT SUCCESS NETWORK WALLA WALLA COMMUNITY COLLEGE 500 TAUSICK WAY WALLA WALLA WA 99362 910821964 501(C)(3) 60000 WORKING STUDENT SUCCESS NETWORK WASHINGTON STATE BOARD FOR COMMUNITY & TECHNICAL COLLEGES 1300 QUINCE STREET SE PO BOX 42495 OLYMPIA WA 98504 910823768 501(C)(3) 50000 TRANSFER PLAYBOOK PROJECT ARKANSAS COMMUNITY COLLEGE 1400 W MARKHAM STREET SUITE 402 LITTLE ROCK AR 72201 710795889 501(C)(3) 25000 WORKING STUDENT SUCCESS NETWORK CUYAHOGA COMMUNITY COLLEGE 700 CARNEGIE AVENUE CLEVELAND OH 44115 340896630 501(C)(3) 25000 ALCOA GRANT MONROE COMMUNITY COLLEGE 1000 EAST HENRIETTA ROAD ROCHESTER NY 14623 160849590 501(C)(3) 25000 OPEN EDUCATION RESOURCES PROJECT MUSKEGON COMMUNITY COLLEGE 221 S QUARTERLINE ROAD MUSKEGON MI 49442 381717800 501(C)(3) 25000 ALCOA GRANT NORTHEAST WISCONSIN COMMUNITY COLLEGE 2740 WEST MASON STREET PO BOX 19042 19042 GREEN BAY WI 54307 391087141 501(C)(3) 25000 ONEMAIN FINANCIAL EMPOWERMENT VIRGINIA COMMUNITY COLLEGE SYSTEM 300 ARBORETUM PLACE SUITE 200 RICHMOND VA 23236 540759063 501(C)(3) 25000 WORKING STUDENT SUCCESS NETWORK WESTMORELAND COUNTY COMMUNITY COLLEGE 145 PAVILION LANE YOUNGWOOD PA 15697 251208182 501(C)(3) 25000 ALCOA GRANT BUNKER HILL COMMUNITY COLLEGE 250 NEW RUTHERFORD AVENUE BOSTON MA 02129 222757389 501(C)(3) 20000 OPEN EDUCATION RESOURCES PROJECT FORSYTH TECHNICAL COMMUNITY COLLEGE 2100 SILAS CREEK PARKWAY WINSTONSALEM NC 27103 560792614 501(C)(3) 20000 OPEN EDUCATION RESOURCES PROJECT MIAMI DADE COLLEGE 11011 SW 104 STREET ROOM 9254 MIAMI FL 33176 591210485 501(C)(3) 15000 KRESGE LEADERSHIP MONTGOMERY COMMUNITY COLLEGE 900 HUNGERFORD DRIVE ROCKVILLE MD 20850 520891845 501(C)(3) 15000 OPEN EDUCATION RESOURCES PROJECT RANCHO SANTIAGO COMMUNITY COLLEGE DISTRICT 2323 N BROADWAY SANTA ANA CA 92706 952696799 501(C)(3) 15000 OPEN EDUCATION RESOURCES PROJECT CENTRAL VIRGINIA COMMUNITY COLLEGE 3506 WARDS ROAD LYNCHBURG VA 24502 541268278 501(C)(3) 10000 OPEN EDUCATION RESOURCES PROJECT RESEARCH FOUNDATION OF THE CITY UNIVERSITY OF NEW YORK 230 WEST 41ST STREET NEW YORK NY 10036 131988190 501(C)(3) 10000 OPEN EDUCATION RESOURCES PROJECT 43 0 PART I, LINE 2: ATD PROVIDES GRANTS TO VARIOUS COMMUNITY COLLEGES AND RELATED ENTITIES 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 X X X 0 0 0 0 0 0 0 1 0 KAREN A STOUT PRESIDENT & CEO 331409 0 42000 0 18552 0 27437 0 5743 0 425141 0 0 0 MARK A MOTAMEN CFO- UNTIL 06/2017 143212 0 0 0 415 0 18000 0 12043 0 173670 0 0 0 CAROL A LINCOLN SR. VICE PRESIDENT 163720 0 0 0 1920 0 11595 0 11149 0 188384 0 0 0 LAURIE HEACOCK NATIONAL DIRECTOR 152401 0 0 0 684 0 10716 0 17225 0 181026 0 0 0 PAUL N MARKHAM VICE PRESIDENT (AS OF 01/2017) 158048 0 0 0 298 0 6563 0 9548 0 174457 0 0 0 CINDY LENHART VICE PRESIDENT 147775 0 0 0 658 0 10607 0 13210 0 172250 0 0 0 DIANE BOSAK VICE PRESIDENT (AS OF 01/2016) 146719 0 0 0 641 0 10344 0 4273 0 161977 0 0 0 PART I, LINE 7 KAREN A. STOUT, WHO SERVES AS PRESIDENT & CEO, RECEIVED A BONUS THAT WAS BASED ON OUTSTANDING PERFORMANCE AS WELL AS WITH DISCRETION BY THE BOARD OF DIRECTORS. 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 DIRECTOR OF FINANCE/CONTROLLER, DEBBIE PIERCE. FORM 990, PART IX, LINE 11G PROGRAM CONSULTANTS AND DATA COACHES: PROGRAM SERVICE EXPENSES 2,197,158. MANAGEMENT AND GENERAL EXPENSES 112,385. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,309,543. COMMUNICATION CONSULTANTS: PROGRAM SERVICE EXPENSES 2,540. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,540. LEARNING AND COURSE DEVELOPMENT: PROGRAM SERVICE EXPENSES 1,617,276. MANAGEMENT AND GENERAL EXPENSES 82,724. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,700,000. PUBLIC POLICY PROGRAMS CONSULTING: PROGRAM SERVICE EXPENSES 761,071. MANAGEMENT AND GENERAL EXPENSES 38,929. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 800,000. FACULTY SURVEY: PROGRAM SERVICE EXPENSES 523,236. MANAGEMENT AND GENERAL EXPENSES 26,764. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 550,000. CONSULTING & CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 3,535,171. MANAGEMENT AND GENERAL EXPENSES 180,954. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,716,125.