Form 990 for tax year 2023

Totals

Total revenue

$16,888,254

Total expenses

$20,909,504

Contributions and grants received

$8,110,457

Grants paid

$1,777,982

Program service revenue

$8,279,498

Investment income

$487,003

Other revenue

$11,296

Total assets, end of year

$43,676,784

Total liabilities, end of year

$6,732,191

Net assets or fund balances, end of year

$36,944,593

Program services expenses (Part IX)

$14,021,074

Management and general expenses

$6,507,172

Fundraising expenses

$381,258

Program service expenses (Part III)

$14,021,074

Program services were 67.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Mission and programs · 2023

• I. NETWORK ENGAGEMENTS -SERVICESACHIEVING THE DREAM (ATD) IS A PARTNER AND CHAMPION OF MORE THAN 300 COMMUNITY COLLEGES ACROSS THE COUNTRY. DRAWING ON OUR EXPERT COACHES, GROUNDBREAKING PROGRAMS, AND NATIONAL PEER NETWORK, WE PROVIDE INSTITUTIONS WITH INTEGRATED, TAILORED SUPPORT FOR EVERY ASPECT OF THEIR WORK FROM FOUNDATIONAL CAPACITIES SUCH AS LEADERSHIP, DATA, AND EQUITY TO INTENTIONAL STRATEGIES FOR SUPPORTING STUDENTS HOLISTICALLY, BUILDING K12 PARTNERSHIPS, AND MORE. WE CALL THIS WHOLE COLLEGE TRANSFORMATION. OUR VISION IS FOR EVERY COLLEGE TO BE A CATALYST FOR EQUITABLE, ANTIRACIST, AND ECONOMICALLY VIBRANT COMMUNITIES. WE KNOW THAT WITH THE RIGHT PARTNER AND THE RIGHT APPROACH, COLLEGES CAN DRIVE ACCESS, COMPLETION RATES, AND EMPLOYMENT OUTCOMES SO THAT ALL STUDENTS CAN ACCESS LIFE-CHANGING LEARNING THAT PROPELS THEM INTO COMMUNITY-CHANGING CAREERS.A COLLEGE WILL TYPICALLY JOIN THE ATD NATIONAL NETWORK THROUGH A STRUCTURED 3-YEAR EXPERIENCE, FOUNDATIONS OF TRANSFORMATION, IN WHICH IT IS SUPPORTED BY COACHES TO EXAMINE INSTITUTIONAL DATA, IDENTIFY EQUITY GAPS, ASSESS CORE INSTITUTIONAL CAPACITIES AND DEVELOP STRATEGIES TO REDESIGN POLICIES, PRACTICES AND STRUCTURES SO THAT ALL STUDENTS HAVE ACCESSIBLE, EQUITABLE AND RELEVANT ACADEMIC AND SOCIAL EXPERIENCES. THROUGHOUT THIS THREE-YEAR FOUNDATIONS OF TRANSFORMATION EXPERIENCE AND BEYOND, ATD SUPPORTS COLLEGES IN BUILDING THEIR CAPACITY TO CONDUCT CONTINUOUS IMPROVEMENT TOWARDS CLOSING EQUITY GAPS. IN FY24, ATD BROUGHT IN 17 NEW COLLEGES INTO THE NETWORK. COLLEGES WHO HAVE COMPLETED THEIR FIRST THREE YEARS MOVE TO ACCELERATE THEIR TRANSFORMATION BY SELECTING MORE TAILORED SUPPORTS IN SUBSEQUENT YEARS. COLLEGES CAN DELVE INTO HOLISTIC STUDENT SUPPORTS, EQUITY SERVICES, K12 PARTNERSHIPS, OR TEACHING AND LEARNING SERVICES, WHICH COME WITH MORE IN-DEPTH ASSESSMENTS, COACHING AND TECHNICAL ASSISTANCE. THESE INNOVATIONS DRIVE INSTITUTIONAL TRANSFORMATION AROUND EQUITY, ACCESS, MOMENTUM, AND MOBILITY.ATD ALSO CONTINUED ITS WORK, WITH SUPPORT FROM ASCENDIUM EDUCATION GROUP, COACHING 28 TRIBAL COLLEGE AND UNIVERSITIES. THESE INSTITUTIONS HAVE DEMONSTRATED VAST IMPROVEMENTS IN THEIR ABILITY TO COLLECT AND USE DATA EFFECTIVELY TO CLOSE EQUITY GAPS AND THE GRANT HAS ENABLED ATD TO CREATE CONTENT AND COACHING PROCESSES THAT ARE CULTURALLY RESPONSIVE. WITH SUPPORT FROM AN ANONYMOUS FUNDER, ATD HAS CONTINUED CURATING HOLISTIC STUDENT SUPPORTS AND TEACHING AND LEARNING HIGH IMPACT PRACTICES IN THE TRIBAL COMMUNITY COLLEGE AND UNIVERSITY SETTING.EVIDENCE-BASED INSTITUTIONAL TRANSFORMATION REQUIRES COLLEGES TO EVALUATE DATA TO IDENTIFY EQUITY GAPS. THROUGH A BILL & MELINDA GATES FOUNDATION POSTSECONDARY DATA PARTNERSHIP INITIATIVE, WE ARE SUPPORTING DOZENS OF ATD NETWORK COLLEGES' TRANSITION TO THE POST-SECONDARY DATA PARTNERSHIP, ALLOWING SCHOOLS TO CAPTURE MORE PRECISE DATA POINTS AND ACCESS DATA FROM ONE PORTAL. TO MOVE ATD'S STRATEGY FORWARD, WE CONTINUED OUR WORK WITH THE COMMUNITY VIBRANCY COHORT WITH SUPPORT FROM ASCENDIUM EDUCATION GROUP AND THE CRIMSONBRIDGE FOUNDATION. THE COHORT ENGAGES 16 MATURE NETWORK COLLEGES IN PILOT TESTING OF RESOURCE MATERIALS AND PROCESSES THAT WILL BE MODIFIED AND ROLLED OUT TO THE BROADER ATD NETWORK. THE INTENT IS TO HELP ALL COLLEGES MOVE FROM INSTITUTIONAL TRANSFORMATION TO COMMUNITY TRANSFORMATION. THE PROJECT EMPHASIZES A SET OF NEXT GENERATION METRICS PERTAINING TO ACCESS, EARLY MOMENTUM, MILESTONE MOMENTUM, MOBILITY, AND COMMUNITY VIBRANCY. LEARNING EVENTS THROUGHOUT THE YEAR SERVE AN IMPORTANT ROLE IN FURTHERING THE TRANSFORMATIONAL WORK AT THE COLLEGES. THESE EVENTS INCLUDE OUR MARQUEE NETWORK-WIDE CONVENING, DREAM, WHERE MORE THAN 2200 COMMUNITY COLLEGE LEADERS, PRACTITIONERS, AND FUNDERS GATHERED IN PERSON IN ORLANDO, FLORIDA TO WORK TOGETHER AND LEARN BEST PRACTICES AND THE ANNUAL DATA & ANALYTICS SUMMIT, ATTENDED BY MORE THAN 300 PRACTITIONERS, FOCUSED ON IMPROVING STUDENT SUCCESS OUTCOMES BY BUILDING CAPACITY AND DEVELOPING A CULTURE OF INQUIRY ACROSS THE INSTITUTION. AT DREAM, WE RECOGNIZE THE ACCOMPLISHMENTS OF INSTITUTIONS THAT HAVE SHOWN MEANINGFUL ENGAGEMENT WITH ATD AND GROWTH IN STUDENT OUTCOMES THROUGH OUR LEADER COLLEGE, LEADER COLLEGE OF DISTINCTION, AND LEAH MEYER AUSTIN AWARD (RECOGNIZING FOUR -YEAR IMPROVEMENT IN THREE-YEAR COLLEGE GRADUATION RATES OR IMPROVEMENT IN TRANSFER OUT TO BACHELOR'S COMPLETION). DREAM AND OTHER HIGHLY FOCUSED PEER-LEARNING EVENTS ALLOW ATD TO DEEPEN ITS CONNECTION TO NETWORK COLLEGES, SHOWCASE EFFECTIVE PRACTICES, AND DRAW IN NEW COLLEGES INTERESTED IN ENGAGING IN INSTITUTIONAL TRANSFORMATION. IN ADDITION TO DREAM AND THE DATA & ANALYTICS SUMMIT, ATD HOSTED A VIRTUAL EQUITY & JUSTICE INSTITUTE, THAT GARNERED MORE THAN 500 REGISTRANTS AT NO COST TO ATTENDEES, SPONSORED BY THE ASCENDIUM EDUCATION GROUP.

  Expenses $9,365,066 · Grants $747,482 · Revenue $4,418,877

• II. NETWORK PROGRAMS OUR WORK IN THIS AREA FOCUSES ON THE IDEATION, DESIGN AND INCUBATION OF PROGRAMMATIC SUPPORTS FOR THE COLLEGES AND PARTNERS WE SERVE AS WELL AS STRENGTHENING ATD'S CAPACITY TO DO THIS WORK. - ATD AND THE UNIVERSITY OF SOUTHERN CALIFORNIA, WITH FUNDING FROM THE KRESGE FOUNDATION AND GREATER TEXAS FOUNDATION, SUPPORTED A GROUP OF EIGHT COLLEGES TO CRAFT CHANGE EFFORTS TO REDUCE OR ELIMINATE BARRIERS TO SUCCESS FOR GROUPS OF STUDENTS AND FACULTY BEGINNING IN 2023 AND CONTINUING THROUGH THE SPRING OF 2024.- THROUGH AN ONGOING GRANT FROM THE WILLIAM AND FLORA HEWLETT FOUNDATION, ATD CONTINUED OUR OER WORK WITH THE TENNESSEE BOARD OF REGENTS AIMED AT REMOVING FINANCIAL ROADBLOCKS THAT CAN DERAIL STUDENTS' PROGRESS AND SPURRING INNOVATION IN COURSE DESIGN THAT WILL INCREASE THE LIKELIHOOD OF COURSE COMPLETION. - WITH AN INCREASED FOCUS ON PROFOUNDLY EXPANDING ACCESS TO COLLEGE, ATD IS WORKING TO BOLSTER ENROLLMENT OF ADULT LEARNERS. THE PRIORITIZING ADULT COMMUNITY COLLEGE ENROLLMENT INITIATIVE SUPPORTS 20 COMMUNITY COLLEGES ACROSS THE NATION SCALE PROMISING EFFORTS TO REENROLL ADULT LEARNERS IN COMMUNITY COLLEGES, WITH SUPPORT FROM THE LUMINA FOUNDATION FOR EDUCATION. - IN OCTOBER OF 2023, ATD LAUNCHED THE ALLIANCE FOR BLACK LEARNER EXCELLENCE COHORT INITIATIVE AT THE AMERICAN ASSOCIATION OF COMMUNITY COLLEGES TRUSTEES LEADERSHIP CONGRESS. WITH PLANNING GRANT SUPPORT FROM ECMC FOUNDATION, THE INITIATIVE SEEKS TO IDENTIFY STRATEGIES REQUIRED TO EXPAND ACCESS AND OPPORTUNITY FOR BLACK LEARNERS AND, IN DOING SO, IDENTIFY AND SCALE HIGH-IMPACT PRACTICES THAT LEAD TO GREATER ACCESS AND MOMENTUM FOR BLACK LEARNERS.- ATD'S SUPPORT OF RURAL COLLEGES CONTINUED THROUGH A GRANT TO SUPPORT ENGAGEMENT WITH SEVEN RURAL NETWORK INSTITUTIONS FOCUSED ON PREPARING AND CONNECTING STUDENTS TO CAREERS IN THE DIGITAL ECONOMY BY IDENTIFYING AND CLOSING EQUITY GAPS, DEVELOPING AND STRENGTHENING COMMUNITY PARTNERSHIPS, AND FOSTERING A CULTURE OF EVIDENCE.- ATD'S K12 PARTNERSHIP WORK INCLUDES CONTINUED ITS SUPPORT OF OUR NEARLY 30 GATEWAY TO COLLEGE PROGRAMS, WHICH REENGAGE OFF TRACK AND OUT OF SCHOOL YOUTH IN COLLEGE-BASED REENGAGEMENT PROGRAMS AND CONTINUED WORK WITH A COHORT OF FOUR COMMUNITIES IN BUILDING SCHOOL TO COLLEGE TO CAREER PATHWAYS, WITH SUPPORT FROM THE CARNEGIE CORPORATION OF NEW YORK. - FINALLY, OVER THE LAST YEAR, ATD CONTINUED ITS WORK AS A PARTNER IN THE EVERY LEARNER EVERYWHERE (ELE) NETWORK, WITH SUPPORT FROM THE BILL & MELINDA GATES FOUNDATION. THROUGH ELE, ATD AND ITS PARTNERS BUILD THE CAPACITY OF COLLEGES TO IMPROVE STUDENT OUTCOMES WITH DIGITAL LEARNING THROUGH DIRECT TECHNICAL ASSISTANCE, TIMELY RESOURCES AND TOOLKITS, AND ONGOING ANALYSIS OF INSTITUTIONAL PRACTICES.

  Expenses $4,656,008 · Grants $1,030,500 · Revenue $3,840,271

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

• DR GREGORY D WILLIAMS

  BOARD CHAIR, DIRECTOR

  Total calculated

  $0

  Hours/week

  4

• SUZANNE WALSH

  VICE CHAIR, DIRECTOR

  Total calculated

  $0

  Hours/week

  2

• LARRY KUBAL

  TREASURER, AUDIT & FINANCE

  Total calculated

  $0

  Hours/week

  4

• DR MIKE FLORES

  SECRETARY

  Total calculated

  $0

  Hours/week

  2

• NICKOLAS CERTO

  DIRECTOR

  Total calculated

  $0

  Hours/week

  1

• DR PAM EDDINGER

  DIRECTOR

  Total calculated

  $0

  Hours/week

  1

• GREGORY HAILE

  DIRECTOR

  Total calculated

  $0

  Hours/week

  1

• DR ALEX JOHNSON

  DIRECTOR

  Total calculated

  $0

  Hours/week

  1

• DR CHRISTINE JOHNSON

  DIRECTOR

  Total calculated

  $0

  Hours/week

  1

• DR MARY ALICE MCCARTHY

  DIRECTOR

  Total calculated

  $0

  Hours/week

  1

• DR NICOLE MELANDER

  DIRECTOR

  Total calculated

  $0

  Hours/week

  1

• MONTE RANDALL

  DIRECTOR

  Total calculated

  $0

  Hours/week

  1

• RICARDO TORRES

  DIRECTOR

  Total calculated

  $0

  Hours/week

  1

• KAREN A STOUT

  PRESIDENT & CEO

  Total calculated

  $738,596

  From this org

  $683,834

  From related orgs

  $0

  Other

  $54,762

  Hours/week

  40

  Schedule J breakdown matched by us

  Base

  $467,884

  Bonus

  $215,950

  Other

  $0

  Deferred

  $45,600

  Nontaxable benefits

  $9,162

  Filer's total

  $738,596

• EMILY FROIMSON

  CHIEF OPERATING OFFICER

  Total calculated

  $247,553

  From this org

  $228,541

  From related orgs

  $0

  Other

  $19,012

  Hours/week

  40

  Schedule J breakdown matched by us

  Base

  $228,541

  Bonus

  $0

  Other

  $0

  Deferred

  $15,872

  Nontaxable benefits

  $3,140

  Filer's total

  $247,553

• SUSAN MAYER

  CHIEF LEARNING OFFICER

  Total calculated

  $249,423

  From this org

  $225,817

  From related orgs

  $0

  Other

  $23,606

  Hours/week

  40

  Schedule J breakdown matched by us

  Base

  $225,817

  Bonus

  $0

  Other

  $0

  Deferred

  $15,383

  Nontaxable benefits

  $8,223

  Filer's total

  $249,423

• MONICA PARRISH TRENT CHIEF

  PROGRAM AND NETWORK OFFICER

  Total calculated

  $241,882

  From this org

  $221,889

  From related orgs

  $0

  Other

  $19,993

  Hours/week

  40

  Schedule J breakdown matched by us

  Base

  $221,889

  Bonus

  $0

  Other

  $0

  Deferred

  $15,711

  Nontaxable benefits

  $4,282

  Filer's total

  $241,882

• KHALISA JACOBS

  CHIEF OF STAFF

  Total calculated

  $196,419

  From this org

  $172,095

  From related orgs

  $0

  Other

  $24,324

  Hours/week

  40

  Schedule J breakdown matched by us

  Base

  $172,095

  Bonus

  $0

  Other

  $0

  Deferred

  $12,569

  Nontaxable benefits

  $11,755

  Filer's total

  $196,419

• JAQUELINE CORTEZ WANG

  CHIEF STRAT. OFFICER, VP EXT. PSHIPS

  Total calculated

  $233,509

  From this org

  $215,445

  From related orgs

  $0

  Other

  $18,064

  Hours/week

  40

  Schedule J breakdown matched by us

  Base

  $215,445

  Bonus

  $0

  Other

  $0

  Deferred

  $15,052

  Nontaxable benefits

  $3,012

  Filer's total

  $233,509

• PAULA TALLEY

  EXEC. DIRECTOR, PROGRAM DEVELOPMENT

  Total calculated

  $201,325

  From this org

  $168,335

  From related orgs

  $0

  Other

  $32,990

  Hours/week

  40

  Schedule J breakdown matched by us

  Base

  $168,335

  Bonus

  $0

  Other

  $0

  Deferred

  $12,487

  Nontaxable benefits

  $20,503

  Filer's total

  $201,325

• JANICE STUCKE

  CHIEF FINANCIAL OFFICER

  Total calculated

  $183,696

  From this org

  $163,545

  From related orgs

  $0

  Other

  $20,151

  Hours/week

  40

  Schedule J breakdown matched by us

  Base

  $160,545

  Bonus

  $3,000

  Other

  $0

  Deferred

  $11,819

  Nontaxable benefits

  $8,332

  Filer's total

  $183,696

• TERIANNE SOUSA

  EXECUTIVE DIRECTOR

  Total calculated

  $178,780

  From this org

  $155,806

  From related orgs

  $0

  Other

  $22,974

  Hours/week

  40

  Schedule J breakdown matched by us

  Base

  $155,806

  Bonus

  $0

  Other

  $0

  Deferred

  $11,433

  Nontaxable benefits

  $11,541

  Filer's total

  $178,780

• DERRICK SEMENEH EXEC DIRECTOR

  IT/DIGITAL TRANSFORMATION

  Total calculated

  $179,068

  From this org

  $160,130

  From related orgs

  $0

  Other

  $18,938

  Hours/week

  40

  Schedule J breakdown matched by us

  Base

  $160,130

  Bonus

  $0

  Other

  $0

  Deferred

  $11,326

  Nontaxable benefits

  $7,612

  Filer's total

  $179,068

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

• BAY COLLEGE

  $90,000

  IMPLEMENTATION GRANTS

• COMMUNITY COLLEGE OF PHILADELPHIA FOUNDATION

  $90,000

  IMPLEMENTATION GRANTS

• CUYAHOGA COMMUNITY COLLEGE DISTRICT

  $90,000

  IMPLEMENTATION GRANTS

• LORAIN COUNTY COMMUNITY COLLEGE

  $90,000

  IMPLEMENTATION GRANTS

• NORTHEAST WISCONSIN TECHNICAL COLLEGE

  $90,000

  IMPLEMENTATION GRANTS

• NORTHERN ESSEX COMMUNITY COLLEGE

  $90,000

  IMPLEMENTATION GRANTS

• NORTHERN VIRGINIA COMMUNITY COLLEGE

  $90,000

  IMPLEMENTATION GRANTS

• PIERCE COLLEGE

  $90,000

  IMPLEMENTATION GRANTS

• RESEARCH FOUNDATION OF THE CITY UNIVERSITY OF NEW YORK

  $90,000

  IMPLEMENTATION GRANTS

• AUSTIN COMMUNITY COLLEGE DISTRICT

  $90,000

  IMPLEMENTATION GRANTS

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type

form_990

Tax year

2023

Filed

12 November 2024

IRS schema version

2023v5.1

Source object

202443179349308659

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.