2014-11-13T13:44:07-06:00 2014-06-30 560517823 KOONCE WOOTEN & HAYWOOD LLP P O BOX 17806 RALEIGH NC 276197806 990 2013-07-01 271635830 ACHIEVING THE DREAM INC ACHI 2404500075 8403 COLESVILLE ROAD NO 450 SILVER SPRING MD 20910 MARK MOTAMEN CHIEF FINANCIAL OFFICER 2404500075 2014-11-13 1 H LOWELL OAKLEY JR P00077654 9197829265 2013 2015-11-30 17:44:51Z WILLIAM E TRUEHEART 8403 COLESVILLE RD SILVER SPRING MD 20910 16892465 0 X WWW.ACHIEVINGTHEDREAM.ORG X 2010 NC 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. 11 10 29 0 0 0 2626766 12798815 4499520 4075000 10196 18650 0 0 7136482 16892465 0 0 0 0 2450598 2882402 0 0 541646 9652473 8780899 12103071 11663301 -4966589 5229164 14784895 18864627 6083281 4933849 8701614 13930778 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 8959929 4075000 EDUCATION: ATD LEADS THE LARGEST NON-GOVERNMENTAL REFORM MOVEMENT FOR STUDENT SUCCESS IN HIGHER EDUCATION HISTORY, AND IS INVOLVED WITH OVER 200 COMMUNITY COLLEGES AND INSTITUTIONS IN 34 STATES AND THE DISTRICT OF COLUMBIA. ATD IS A NATIONAL, STAND-ALONE ORGANIZATION TO HELP LOW-INCOME STUDENTS AND STUDENTS OF COLOR STAY IN SCHOOL AND GET THEIR CERTIFICATES OR DEGREES. 8959929 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 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 0 0 0 0 1 101 0 29 0 0 0 0 0 0 0 0 0 0 0 X 11 10 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X MARK MOTAMEN 2404500075 8403 COLESVILLE ROAD SUITE 450 SILVER SPRING MD 20910 ROBERT G TEMPLIN DIRECTOR, BOARD CHAIR 5.00 X 0 0 0 BLENDA J WILSON DIRECTOR, SECRETARY 4.00 X 0 0 0 LEAH MEYER AUSTIN DIRECTOR, COMMITTEE CHAIR 4.00 X 0 0 0 MARC S HERZOG DIRECTOR, TREASURER 2.50 X 0 0 0 ANTHONY CARNEVALE DIRECTOR 1.00 X 0 0 0 DIANE E BASTIAN DIRECTOR, COMMITTEE CHAIR 3.00 X 0 0 0 EDUARDO J PADRON DIRECTOR, COMMITTEE CHAIR 3.00 X 0 0 0 WILLIAM E TRUEHEART CEO & PRESIDENT 50.00 X X 247476 0 17887 LOU TESTONI DIRECTOR 1.00 X 0 0 0 MIKE VILLARREAL DIRECTOR 1.00 X 0 0 0 JOHN MUTZ DIRECTOR 1.00 X 0 0 0 JULIE I ENGLUND EVP 50.00 X 174936 0 9552 MARK A MOTAMEN CFO 50.00 X 138970 0 20155 CAROL A LINCOLN SVP 50.00 X 161170 0 16929 RHONDA GLOVER SR DIRECTOR 50.00 X 149104 0 10437 NICOLE M MELANDER CTO 50.00 X 212735 0 20096 GEORGE CUSHMAN SR DIRECTOR 50.00 X 126726 0 14076 1211117 0 109132 9 1 1 0 U OF T AT AUSTIN 1 UNIVERSITY STATION AUSTIN TX 78712 PROGRAM CONSULTING 1651880 JOBS FOR THE FUTURE 122 C STREET NW STE 650 WASHINGTON DC 20001 PROGRAM CONSULTING 530865 ASPEN INSTITUTE ONE DUPONT CIRCLE NW STE 700 WASHINGTON DC 20036 PROGRAM CONSULTING 390193 PUBLIC AGENDA 6 EAST 39TH STREET 9TH FLOOR NEW YORK NY 10016 PROGRAM CONSULTING 299409 AMERICAN ASSOCIATION OF COMMUNITY COLLEG ONE DUPONT CIRCLE NW STE 410 WASHINGTON DC 20036 PROGRAM CONSULTING 285235 13 12798815 12798815 PROGRAM SERVICE REVENUE - CC PART 900099 4075000 4075000 4075000 18650 18650 16892465 4075000 0 18650 1479756 669675 487832 322249 1017170 550616 394108 72446 73063 38579 28389 6095 150263 76167 53506 20590 162150 79938 56981 25231 1809 1809 30748 30748 64261 3765 45531 14965 428464 104600 298705 25159 235798 235798 651645 517853 92731 41061 1058714 1058714 38315 38315 CONSULTANTS 4971101 4560963 396288 13850 DATA COACHES 1106535 1106535 SUBCONTRACTORS 152842 152842 OTHER DIRECT COSTS 40667 39682 985 11663301 8959929 2161726 541646 10994 14386 10266721 12175779 1637000 2837000 2656377 3585420 124854 126561 180014 83037 60445 96977 28504 28504 14784895 18864627 2008281 773849 4075000 4160000 6083281 4933849 X 0 0 0 0 0 0 8701614 13930778 14784895 18864627 5229164 0 X X 0 1 X 1 0 X 12590256 9351201 2626766 12798815 37367038 12590256 9351201 2626766 12798815 37367038 23656611 13710427 3612 14350 10196 18650 46808 37413846 12330320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 28070 5584 22486 151944 77453 74491 96977 16892465 0 16892465 0 16892465 11663301 0 11663301 0 11663301 X X X X 0 0 0 0 0 0 0 0 0 WILLIAM E TRUEHEART CEO & PRESIDENT 247476 0 0 0 0 0 17179 0 708 0 265363 0 242893 0 JULIE I ENGLUND EVP 134936 0 0 0 40000 0 9552 0 0 0 184488 0 0 0 MARK A MOTAMEN CFO 138970 0 0 0 0 0 10162 0 9993 0 159125 0 143936 0 CAROL A LINCOLN SVP 161170 0 0 0 0 0 11482 0 5447 0 178099 0 162159 0 RHONDA GLOVER SR DIRECTOR 149104 0 0 0 0 0 10437 0 0 0 159541 0 97085 0 NICOLE M MELANDER CTO 212735 0 0 0 0 0 14992 0 5104 0 232831 0 218960 0 GEORGE CUSHMAN SR DIRECTOR 126726 0 0 0 0 0 8972 0 5104 0 140802 0 131481 0 FORM 990, PART VI, SECTION A, LINE 4 ATD ADOPTED A CHANGE TO ALLOW BOARD MEMBERS TO TAKE A LEAVE OF ABSENCE OF UP TO ONE YEAR. DURING A LEAVE OF ABSENCE, THE DIRECTOR WILL NOT BE ELIGIBLE TO VOTE ON MATTERS CONSIDERED BY THE BOARD AND WILL NOT BE COUNTED FOR PURPOSES OF DETERMINING A QUORUM. 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 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.