2016-11-11T12:27:14-06:00 2015-12-31 580692043 MAULDIN & JENKINS LLC 200 GALLERIA PKWY SE STE 1700 ATLANTA GA 303395946 990 2015-01-01 472670990 ACHIEVE ATLANTA INC ACHI 4048803500 191 PEACHTREE STREET NE NO 1000 ATLANTA GA 30303 TINA FERNANDEZ EXECUTIVE DIRECTOR 4048803500 2016-11-03 1 JEFF T FUCITO P00120748 7709558600 2016-11-03 2015 2017-02-10 21:41:12Z X TINA FERNANDEZ 191 PEACHTREE STREET NE NO 1000 ATLANTA GA 30303 1655135 0 X ACHIEVEATLANTA.ORG X 2014 GA ATLANTA'S STUDENTS HAVE DREAMS: FOR THEIR FUTURES, THEIR FAMILIES AND THEIR CAREERS. WITH UNWAVERING BELIEF AND HANDS-ON HELP, ACHIEVE ATLANTA SUPPORTS THESE STUDENTS AND PROPELS THEM TOWARD THEIR GOALS. ACHIEVE ATLANTA'S VISION IS THAT ALL STUDENTS EDUCATED IN ATLANTA PUBLIC SCHOOLS WILL COMPLETE POST-SECONDARY EDUCATION AND OBTAIN THE FULL BENEFITS THAT A HIGHER EDUCATION PROVIDES. ITS MODEL IS BUILT ON A HOLISTIC, COLLABORATIVE APPROACH TO INCREASING BOTH COLLEGE ACCESS AND COLLEGE COMPLETION. ACHIEVE ATLANTA WORKS IN CLOSE PARTNERSHIP WITH ATLANTA PUBLIC SCHOOLS, LOCAL AND NATIONAL NONPROFITS AND COLLEGES AND UNIVERSITIES TO REINFORCE AND ALIGN EFFORTS TOWARD A COMMON GOAL: TO GET MORE ATLANTA PUBLIC SCHOOLS STUDENTS TO AND THROUGH COLLEGE. 6 5 5 10 0 0 1655135 0 0 0 1655135 0 0 186568 0 18656 945005 1131573 523562 566265 42703 523562 ACHIEVE ATLANTA'S MISSION IS TO GET MORE ATLANTA PUBLIC SCHOOLS STUDENTS TO AND THROUGH COLLEGE. 0 0 746926 COLLEGE ACCESS SEE SCHEDULE O 115000 SCHOLARSHIP PROGRAM SEE SCHEDULE O 861926 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3 0 1 5 1 0 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 GA X X TINA FERNANDEZ 4048803500 191 PEACHTREE STREET NE SUITE 1000 ATLANTA GA 30303 BILL ROGERS BOARD CHAIR 2.00 X X 0 0 0 CLAIRE L ARNOLD BOARD MEMBER 1.00 X 0 0 0 MARK P BECKER BOARD MEMBER 1.00 X 0 0 0 ERNEST L GREER BOARD MEMBER 1.00 X 0 0 0 ALICIA PHILIPP BOARD MEMBER 1.50 38.50 X 0 334942 142266 BEVERLY DANIEL TATUM BOARD MEMBER 1.50 X 0 0 0 TINA FERNANDEZ EXECUTIVE DIRECTOR 40.00 X 95801 0 4200 95801 334942 146466 0 0 1 0 NATIONAL COLLEGE ADVISING CORPS 301 W BARBEE CHAPEL ROAD CHAPEL HILL NC 27517 PROVIDE COLLEGE ADVISORS IN SCHOOLS IN U 476998 BELLWETHER EDUCATION PARTNERS 517 BOSTON POST ROAD 171 SUDBURY MA 01776 EDUCATIONAL GUIDANCE AND SCHOLARSHIP PLA 115000 2 1116027 539108 1655135 1655135 0 0 0 X 100001 65001 25000 10000 68615 44600 17154 6861 4890 3179 1222 489 13062 8490 3266 1306 5261 5261 829084 709971 119113 24197 24197 23908 23908 5931 5931 1615 1615 4873 4873 2636 2636 PROJECT GRAD EXPENSES 31264 0 31264 RELOCATION EXPENSES 15759 15759 BANK CHARGES 477 477 1131573 861926 250991 18656 0 566265 0 566265 0 42703 0 42703 X 0 523562 0 523562 0 566265 523562 0 X X 0 1 X 1 0 X X X 1 THE COMMUNITY FOUNDATION OF GREATER ATLANTA INC 581344646 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1655135 0 1655135 0 1655135 1131573 0 1131573 0 1131573 X X X X 0 1 0 0 0 0 0 0 0 ALICIA PHILIPP BOARD MEMBER 0 334942 0 0 0 0 0 129917 0 12349 0 477208 0 0 PART I, LINE 4B THE COMMUNITY FOUNDATION OF GREATER ATLANTA'S BOARD OF DIRECTORS HIRED AN INDEPENDENT CONSULTING FIRM TO PERFORM A COMPREHENSIVE EVALUATION OF THE CEO'S COMPENSATION PACKAGE. THE ASSESSMENT INCLUDED A REVIEW OF POSITIONS IN SIMILAR ORGANIZATIONS WITH COMPARABLE SIZE, JOB DESCRIPTION, AND OTHER BENCHMARKING DATA. AS A RESULT, THE CFGA BOARD APPROVED A CONTRIBUTION TO A 457F RETIREMENT PLAN FOR ALICIA PHILIPP FOR $50,000 FOR 2014 AND $50,000 FOR 2015. FORM 990, PART VI, SECTION A, LINE 7A A MAJORITY OF THE MEMBERS OF THE REGULAR BOARD OF DIRECTORS SHALL BE APPOINTED BY THE BOARD OF DIRECTORS OF THE THE COMMUNITY FOUNDATION FOR GREATER ATLANTA. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE 990 WAS REVIEWED BY THE MEMBERS OF THE BOARD, ACHIEVE ATLANTA MANAGEMENT, AND RELEVANT MANAGEMENT OF THE COMMUNITY FOUNDATION OF GREATER ATLANTA. THE BOARD WAS PROVIDED WITH A COPY OF THE RETURN A WEEK IN ADVANCE OF THEIR SEPTEMBER 9TH MEETING. DURING THE MEETING THE RETURN WAS REVIEWED AND DISCUSSED BY BOTH ACHIEVE'S EXECUTIVE DIRECTOR AND THE MAULDIN & JENKINS, LLC TAX TEAM. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST STATEMENT WAS ADOPTED BY ACHIEVE ATLANTA AFTER REVIEW FOR COMPLETENESS BY LEGAL COUNSEL. ANNUALLY, EACH BOARD MEMBER AND OFFICER IS REQUIRED TO REVIEW AND FILE A CONFLICT OF INTEREST STATEMENT. THE STATEMENTS ARE REVIEWED BY THE EXECUTIVE DIRECTOR. AT BOARD MEETINGS, THE BOARD MEMBERS AND OFFICERS MUST DISCLOSE ANY CONFLICT OF INTEREST WITH RESPECT TO EACH ITEM DISCUSSED. THIS PROVIDES THEM AN OPPORTUNITY TO RECUSE THEMSELVES FROM THE VOTE. THE DISCLOSURE IS REFLECTED IN THE MINUTES OF THE MEETING. NEW STAFF, BOARD MEMBERS, AND CONSULTANTS TO THE FOUNDATION RECEIVE THE POLICY WITH ORIENTATION MATERIALS. THEY COMPLETE THE FORM ACKNOWLEDGING THEIR AGREEMENT TO COMPLY WITH THE CONFLICT OF INTEREST POLICY. THE POLICY IS REVIEWED ANNUALLY. IN ADDITION TO THE CONFLICT OF INTEREST POLICY, A THOROUGH QUESTIONNAIRE WAS SENT OUT TO ALL BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES SUBSEQUENT TO FISCAL YEAR 2015 TO CONFIRM THAT THERE WERE NO CONFLICTS. THIS QUESTIONNAIRE WAS REVIEWED BY THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 15A A FORMAL WRITTEN PERFORMANCE EVALUATION WILL BE COMPLETED BY THE SUPERVISORS WITH ALL EMPLOYEES ANNUALLY. THE PERFORMANCE EVALUATION IS INTENDED TO PROVIDE A FORMAL OPPORTUNITY TO DISCUSS ALL ASPECTS OF AN EMPLOYEE'S PERFORMANCE, STRENGTHS AND AREAS NEEDING IMPROVEMENT. THE PERFORMANCE EVALUATION IS USED FOR ANNUAL SALARY REVIEWS AND TO SUPPORT ALL COMPENSATION DECISIONS. FORM 990, PART VI, SECTION C, LINE 18 AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. AUDITED FINANCIAL STATEMENT AND FORM 990 ARE AVAILABLE ON ORGANIZATION'S WEBSITE. FORM 990, PART IX, LINE 11G COLLEGE ADVISORY SERVICES TO STUDENTS: PROGRAM SERVICE EXPENSES 476,998. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 476,998. EDUCATIONAL AND PROGRAM STRATEGY SERVICES: PROGRAM SERVICE EXPENSES 141,664. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 141,664. TEAM MEMBER PROVIDERS: PROGRAM SERVICE EXPENSES 58,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 58,500. COLLEGE TOUR SERVICES: PROGRAM SERVICE EXPENSES 27,950. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,950. OTHER CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 4,859. MANAGEMENT AND GENERAL EXPENSES 72,042. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 76,901. SUPPORT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 47,071. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 47,071. FORM 990 PART XII, LINE 2C THIS IS AN INITIAL FORM 990 FILING FOR THIS ORGANIZATION. FORM 990, PART I, LINE 6; VOLUNTEER PARTICIPATION VOLUNTEERS, ESTIMATED AT 10, CONTRIBUTE TO THE SUCCESS OF ACHIEVE ATLANTA. MEMBERS OF OUR BOARD OFFER THEIR EXPERTISE AND EXPERIENCE TO BETTER OUR WORK FOR OUR PROGRAM AREAS. A HANDFUL OF ADDITIONAL VOLUNTEERS HAVE PLAYED AN ADVISORY ROLE IN THE LAUNCH OF ACHIEVE ATLANTA. FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: COLLEGE ACCESS ACHIEVE ATLANTA HAS CONTRACTED WITH THE COLLEGE ADVISING CORPS TO PROVIDE OVER 20 COLLEGE ADVISORS ACROSS ALL ATLANTA PUBLIC SCHOOL HIGH SCHOOLS. THE COLLEGE ADVISORS WORK WITH 12TH GRADERS ON ALL OF THE TECHNICAL ASPECTS OF APPLYING TO COLLEGE (E.G. REGISTERING FOR COLLEGE ENTRANCE EXAMS, FILLING OUT APPLICATIONS, REVIEWING COLLEGE ESSAYS, HELPING STUDENTS APPLY FOR FINANCIAL AID, ETC.) IN ADDITION, ACHIEVE ATLANTA HAS CONTRACTED WITH HANDS ON ATLANTA TO PROVIDE AMERICORPS SERVICE MEMBERS TO SEVERAL ATLANTA PUBLIC SCHOOL HIGH SCHOOLS. THE AMERICORPS MEMBERS HELP WITH ACTIVITIES THAT PROMOTE A COLLEGE GOING CULTURE AT THEIR SCHOOLS AND PROVIDE OPPORTUNITIES FOR STUDENTS TO ENGAGE IN SOCIAL-EMOTIONAL DEVELOPMENT. FINALLY, ACHIEVE ATLANTA WORKS WITH ATLANTA PUBLIC SCHOOLS TO DESIGN AND IMPLEMENT A DISTRCIT-WIDE COLLEGE ACCESS INITIATIVE. SCHOLARSHIP PROGRAM THE ACHIEVE ATLANTA SCHOLARSHIP IS A NEED-BASED AWARD DESIGNED TO SUPPORT LOW-INCOME ATLANTA PUBLIC SCHOOL STUDENTS PURSUING VARIOUS PATHS AFTER HIGH SCHOOL. FOR STUDENTS ATTENDING A 4-YEAR COLLEGE, ACHIEVE ATLANTA AWARDS UP TO $5,000 PER YEAR (RENEWABLE FOR UP TO FOUR YEARS OF SCHOOL). FOR STUDENTS ATTENDING A 2-YEAR COLLEGE OR TECHNICAL PROGRAM, THE AWARD IS UP TO $1,500 PER YEAR (RENEWABLE FOR UP TO TWO YEARS OF SCHOOL). THESE SCHOLARSHIPS ARE MEANT TO HELP CLOSE THE FINANCIAL GAPS STUDENTS FACE IN PAYING FOR COLLEGE. WHEN COMBINED WITH OTHER POSSIBLE SOURCES OF FINANCIAL AID, THE AWARDS ARE DESIGNED TO SIGNIFICANTLY REDUCE THE NEED FOR STUDENTS AND FAMILIES TO TAKE OUT HIGH-INTEREST, PRIVATE LOANS TO PAY FOR SCHOOL. THE ACHIEVE ATLANTA SCHOLARSHIP IS AN IMPORTANT PART OF ACHIEVE ATLANTA'S BROADER EFFORT TO DRAMATICALLY INCREASE THE NUMBER OF ATLANTA PUBLIC SCHOOL STUDENTS WHO EARN A POST-SECONDARY DEGREE OR CREDENTIAL. COLLEGE SUCCESS ACHIEVE ATLANTA HAS ESTABLISHED FORMAL RELATIONSHIPS WITH SIX LOCAL COLLEGES AND UNIVERSITIES TO STREAMLINE COLLEGE ADVISING AND COACHING SERVICES FOR ATLANTA PUBLIC SCHOOL GRADUATES ATTENDING ONE OF THESE INSTITUTIONS. ACHIEVE ATLANTA HAS ALSO CONTRACTED WITH BEYOND 12 AND EDU-TECH INC., TWO COLLEGE SUCCESS NONPROFITS, TO PROVIDE COACHING AND ADVISING TO ATLANTA PUBLIC SCHOOL GRADUATES WHILE THEY ARE IN COLLEGE. THESE EFFORTS ARE INTENDED TO INCREASE THE RATES OF COLLEGE COMPLETION FOR ATLANTA PUBLIC SCHOOL GRADUATES. FORM 990, PART VI, SECTION B, LINE 13; WHISTLEBLOWER/CONFIDENTIALITY POLICI ACHIEVE ATLANTA IS COMMITTED TO MAINTAINING THE HIGHEST STANDARD OF CONDUCT AND ETHICS. OUR FRAUDULENT OR DISHONEST CONDUCT AND WHISTLEBLOWER POLICY REFLECTS THIS COMMITMENT. THIS POLICY WAS FORMALLY ADOPTED IN 2015. ACHIEVE ATLANTA PROVIDES ANNUAL STAFF EDUCATION ABOUT ETHICS ISSUES AND EMPLOYS A CONFIDENTIAL SERVICE FOR WHICH EMPLOYEES MAY DIRECT CONCERNS IN A CONFIDENTIAL MANNER. THE COMMUNITY FOUNDATION FOR GREATER ATLANTA INC 191 PEACHTREE STREET NE SUITE 1000 ATLANTA GA 30303 581344646 PHILANTHROPIC SERVICES GA 501(C)(3) LINE 7 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0