ACHIEVING THE DREAM INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ACHIEVING THE DREAM INC (EIN 27-1635830)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2015-12-09
- IRS object ID
- 201513439349300211
- Schema version
- 2014v5.0
- 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 | 2015-12-09T09:58:37-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560517823 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KOONCE WOOTEN & HAYWOOD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 17806 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 276197806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | 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 | MARK MOTAMEN | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 2404500075 | PhoneNum |
| Signature | 2015-12-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | H LOWELL OAKLEY JR | PreparerPersonNm |
| PTIN | P00077654 | PTIN |
| Phone | 9197829265 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WILLIAM E TRUEHEART | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8403 COLESVILLE RD | AddressLine1Txt |
| City | SILVER SPRING | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20910 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,575,514 | 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 | 2010 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 25 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $12,798,815 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,408,943 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,075,000 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,160,000 | CYProgramServiceRevenueAmt |
| PY Investment Income | $18,650 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,571 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $16,892,465 | PYTotalRevenueAmt |
| CY Total Revenue | $15,575,514 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,882,402 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,162,692 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $543,386 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,780,899 | PYOtherExpensesAmt |
| CY Other Expenses | $9,078,573 | CYOtherExpensesAmt |
| PY Total Expenses | $11,663,301 | PYTotalExpensesAmt |
| CY Total Expenses | $12,241,265 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,229,164 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,334,249 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $18,864,627 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,953,699 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,933,849 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,688,672 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,930,778 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,265,027 | NetAssetsOrFundBalancesEOYAmt |
| 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 | $9,391,773 | ExpenseAmt |
| Revenue | $4,160,000 | RevenueAmt |
| Desc | EDUCATION: ATD LEADS AND SUPPORTS 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. | Desc |
| Total Program Service Expenses | $9,391,773 | 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 | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | 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 | 0 | 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 | 80 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 25 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | 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 |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK MOTAMEN CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2404500075 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8403 COLESVILLE ROAD SUITE 450 | AddressLine1Txt |
| City | SILVER SPRING | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20910 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| BLENDA J WILSON | |||||||
| DIRECTOR, SECRETARY | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| LEAH MEYER AUSTIN | |||||||
| DIRECTOR, COMMITTEE CHAIR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| MARC S HERZOG | |||||||
| DIRECTOR, TREASURER | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| DIANE E BASTIAN | |||||||
| DIRECTOR, COMMITTEE CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| EDUARDO J PADRON | |||||||
| DIRECTOR, COMMITTEE CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| LOUIS TESTONI | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE VILLARREAL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN MUTZ | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT G TEMPLIN JR | |||||||
| DIRECTOR, BOARD CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM E TRUEHEART | |||||||
| CEO & PRESIDENT | 50.00 | Yes (X) | $279,951 | $0 | $18,950 | Yes (X) | |
| JULIE I ENGLUND | |||||||
| EVP | 50.00 | $184,047 | $0 | $13,090 | Yes (X) | ||
| MARK A MOTAMEN | |||||||
| CFO | 50.00 | $141,766 | $0 | $20,175 | Yes (X) | ||
| CAROL A LINCOLN | |||||||
| SVP | 50.00 | $164,900 | $0 | $17,701 | Yes (X) | ||
| LAURIE HEACOCK | |||||||
| DIRECTOR | 50.00 | $107,463 | $0 | $20,537 | Yes (X) | ||
| ELIZABETH NITZE | |||||||
| VICE PRESIDENT | 50.00 | $110,021 | $0 | $9,445 | Yes (X) | ||
| RHONDA GLOVER | |||||||
| SR DIRECTOR | 50.00 | $163,875 | $0 | $11,471 | Yes (X) | ||
| R SINGER | |||||||
| SR FELLOW | 50.00 | $141,927 | $0 | $9,461 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,293,950 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $120,830 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | 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 |
|---|---|---|---|---|---|
| UNIVERSITY OF TEXAS AT AUSTIN | |||||
| 1 UNIVERSITY STATION | AUSTIN | TX | 78712 | PROGRAM CONSULTING | $1,631,298 |
| JOBS FOR THE FUTURE | |||||
| 122 C STREET NW STE 650 | WASHINGTON | DC | 20001 | PROGRAM CONSULTING | $609,221 |
| DVP-PRAXIS LTD | |||||
| 5034 N CAPITOL AVE | INDIANAPOLIS | IN | 46208 | PROGRAM CONSULTING | $112,773 |
| GRAND JUNCTION DESIGN | |||||
| 6411 ORCHARD AVE STE 205 | TAKOMA PARK | MD | 20912 | IT CONSULTING | $108,773 |
| RAYMOND B HEARN JR | |||||
| 9202 THREE OAKS DRIVE | SIVER SPRING | MD | 20901 | IT CONSULTING | $107,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 30 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $11,408,943 | AllOtherContributionsAmt |
| Total Contributions | $11,408,943 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICE REVENUE - CC PART | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $4,160,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,160,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,160,000 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,571 | TotalRevenueColumnAmt |
| Exclusion | $6,571 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,575,514 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,160,000 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,571 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,715,458 | TotalAmt |
| Program Services | $788,167 | ProgramServicesAmt |
| Management And General | $523,138 | ManagementAndGeneralAmt |
| Fundraising | $404,153 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,073,893 | TotalAmt |
| Program Services | $659,031 | ProgramServicesAmt |
| Management And General | $392,077 | ManagementAndGeneralAmt |
| Fundraising | $22,785 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,866 | TotalAmt |
| Program Services | $46,778 | ProgramServicesAmt |
| Management And General | $28,578 | ManagementAndGeneralAmt |
| Fundraising | $2,510 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,343 | TotalAmt |
| Program Services | $60,318 | ProgramServicesAmt |
| Management And General | $39,725 | ManagementAndGeneralAmt |
| Fundraising | $15,300 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,132 | TotalAmt |
| Program Services | $93,820 | ProgramServicesAmt |
| Management And General | $59,466 | ManagementAndGeneralAmt |
| Fundraising | $26,846 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,553 | TotalAmt |
| Management And General | $17,553 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,304 | TotalAmt |
| Management And General | $37,304 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,530 | TotalAmt |
| Program Services | $20,748 | ProgramServicesAmt |
| Management And General | $26,282 | ManagementAndGeneralAmt |
| Fundraising | $1,500 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $331,584 | TotalAmt |
| Program Services | $86,366 | ProgramServicesAmt |
| Management And General | $222,946 | ManagementAndGeneralAmt |
| Fundraising | $22,272 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $273,572 | TotalAmt |
| Management And General | $273,572 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $588,464 | TotalAmt |
| Program Services | $445,587 | ProgramServicesAmt |
| Management And General | $101,107 | ManagementAndGeneralAmt |
| Fundraising | $41,770 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,040,660 | TotalAmt |
| Program Services | $1,040,660 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,846 | TotalAmt |
| Management And General | $42,846 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONSULTANTS | $4,059,034 | $3,513,102 | $539,682 | $6,250 |
| OTHER DIRECT COSTS | $1,567,440 | $1,565,610 | $1,830 | |
| DATA COACHES | $1,071,586 | $1,071,586 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,241,265 | TotalAmt |
| Program Services | $9,391,773 | ProgramServicesAmt |
| Management And General | $2,306,106 | ManagementAndGeneralAmt |
| Fundraising | $543,386 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,386 | BOYAmt |
| EOY | $146,731 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,175,779 | BOYAmt |
| EOY | $14,193,801 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,837,000 | BOYAmt |
| EOY | $4,294,062 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,585,420 | BOYAmt |
| EOY | $3,075,024 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,561 | BOYAmt |
| EOY | $142,741 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $198,719 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $125,883 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,977 | BOYAmt |
| EOY | $72,836 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,504 | BOYAmt |
| EOY | $28,504 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,864,627 | BOYAmt |
| EOY | $21,953,699 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $773,849 | BOYAmt |
| EOY | $949,671 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,160,000 | BOYAmt |
| EOY | $3,739,001 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,933,849 | BOYAmt |
| EOY | $4,688,672 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,930,778 | BOYAmt |
| EOY | $17,265,027 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,864,627 | BOYAmt |
| EOY | $21,953,699 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,334,249 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
| 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 | $12,590,256 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,351,201 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,626,766 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,798,815 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,408,943 | CurrentTaxYearAmt |
| Total | $48,775,981 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,590,256 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,351,201 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,626,766 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,798,815 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,408,943 | CurrentTaxYearAmt |
| Total | $48,775,981 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $29,382,954 | SubstantialContributorsTotAmt |
| Public Support Total170 | $19,393,027 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,612 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,350 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,196 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,650 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,571 | CurrentTaxYearAmt |
| Total | $53,379 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $48,829,360 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $16,490,320 | GrossReceiptsRltdActivitiesAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $28,070 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,198 | DepreciationAmt |
| Book Value | $16,872 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $170,649 | OtherCostOrOtherBasisAmt |
| Depreciation | $114,685 | DepreciationAmt |
| Book Value | $55,964 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $72,836 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $15,575,514 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $15,575,514 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $15,575,514 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,241,265 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $12,241,265 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,241,265 | TotalExpensesPerForm990Amt |
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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM E TRUEHEART | ||||||||||||||
| CEO & PRESIDENT | $279,951 | $0 | $0 | $0 | $0 | $0 | $18,200 | $0 | $750 | $0 | $298,901 | $0 | $265,363 | $0 |
| JULIE I ENGLUND | ||||||||||||||
| EVP | $184,047 | $0 | $0 | $0 | $0 | $0 | $13,090 | $0 | $0 | $0 | $197,137 | $0 | $184,488 | $0 |
| MARK A MOTAMEN | ||||||||||||||
| CFO | $141,766 | $0 | $0 | $0 | $0 | $0 | $10,378 | $0 | $9,797 | $0 | $161,941 | $0 | $159,125 | $0 |
| CAROL A LINCOLN | ||||||||||||||
| SVP | $164,900 | $0 | $0 | $0 | $0 | $0 | $11,830 | $0 | $5,871 | $0 | $182,601 | $0 | $178,099 | $0 |
| RHONDA GLOVER | ||||||||||||||
| SR DIRECTOR | $163,875 | $0 | $0 | $0 | $0 | $0 | $11,471 | $0 | $0 | $0 | $175,346 | $0 | $159,541 | $0 |
| R SINGER | ||||||||||||||
| SR FELLOW | $141,927 | $0 | $0 | $0 | $0 | $0 | $9,461 | $0 | $0 | $0 | $151,388 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 TAX RETURN WAS REVIEWED IN DETAIL BY THE BOARD OF DIRECTORS AUDIT AND FINANCE COMMITTEE AND WAS PROVIDED TO ALL ATD BOARD OF DIRECTORS PRIOR TO FILING. |
| 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. |
| 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 IN HIS INTERNAL EQUITY ASSESSMENT OF THE ORGANIZATION'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 AND CEO. THE EXECUTIVE VICE PRESIDENT AND CFO ASSIST WITH TREND DATA AND RECOMMENDATIONS FOR BUDGETED SALARY INCREASES AND THRESHOLDS FOR ALL OTHER EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 18 | ATD MAKES ITS 990 AVAILABLE TO THE PUBLIC BY MAKING THE FOLLOWING STATEMENTS ON ITS ACHIEVINGTHEDREAM.ORG WEBSITE: "ATD'S MOST RECENT IRS FORM 990 IS AVAILABLE ON GUIDESTAR. ATD'S 990 IS ALSO AVAILABLE UPON REQUEST BY CONTACTING MARK MOTAMEN, ATD'S CHIEF FINANCIAL OFFICER." |
| FORM 990, PART VI, SECTION C, LINE 19 | ATD'S FINANCIAL STATEMENTS ARE AVAILABLE TO INDIVIDUAL DONORS, CORPORATIONS, FOUNDATIONS, AND OTHERS CONSIDERING A GIFT OR GRANT TO ATD. ATD'S CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE TO ANYONE UPON WRITTEN REQUEST TO ITS EXECUTIVE VICE PRESIDENT, JULIE ENGLUND, OR ITS CFO, MARK MOTAMEN. |
| FORM 990, PART XII, LINE 2C: | NO CHANGE FROM PRIOR YEAR. |
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