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Nonprofiteer
← ASCEND NONPROFIT SOLUTIONS INC

Form 990 for tax year 2023

Filed by ASCEND NONPROFIT SOLUTIONS INC.

Totals

Total revenue
$6,616,809
Total expenses
$6,171,971
Contributions and grants received
$1,151,711
Grants paid
$83,500
Program service revenue
$5,308,624
Investment income
$79,841
Other revenue
$76,633
Total assets, end of year
$15,454,486
Total liabilities, end of year
$3,199,235
Net assets or fund balances, end of year
$12,255,251
Program services expenses (Part IX)
$5,943,289
Management and general expenses
$84,603
Fundraising expenses
$144,079
Program service expenses (Part III)
$5,943,289

Program services were 96.3% 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.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $144,038

  • 1b · Membership dues

    $23,710

  • 1f · All other contributions, gifts and grants

    $983,963

  • 2a · Program service revenue: MEMBER AGENCY TENANTS

    total $2,058,279 · related or exempt $2,058,279

  • 2b · Program service revenue: OTHER PROGRAM INCOME

    total $53,784 · related or exempt $53,784

  • 2c · Program service revenue: SHARED SERVICES

    total $2,952,911 · related or exempt $2,952,911

  • 2d · Program service revenue: TECH SUPPORT INCOME

    total $243,650 · related or exempt $243,650

  • 3 · Investment income

    total $79,841 · excluded $79,841

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6a · Gross rents

    real property $140,517

  • 6b · Less rental expenses

    real property $63,884

  • 6c · Rental income or loss

    real property $76,633

  • 6d · Net rental income or loss

    total $76,633 · excluded $76,633

  • 7d · Net gain or loss

    total $0

  • 8c · Net income from fundraising events

    total $0

  • 9c · Net income from gaming

    total $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $83,500 · program services $83,500

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $787,751 · program services $755,730 · management and general $4,092 · fundraising $27,929

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $2,235,479 · program services $2,141,872 · management and general $11,626 · fundraising $81,981

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $420,134 · program services $401,691 · management and general $2,175 · fundraising $16,268

  • 10 · Payroll taxes

    total $224,020 · program services $214,661 · management and general $1,162 · fundraising $8,197

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $39,430 · program services $22,430 · management and general $17,000

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $400,584 · program services $391,251 · management and general $7,756 · fundraising $1,577

  • 12 · Advertising and promotion

    total $6,388 · program services $3,674 · management and general $1,750 · fundraising $964

  • 13 · Office expenses

    total $26,449 · program services $20,599 · management and general $5,249 · fundraising $601

  • 14 · Information technology

    total $260,470 · program services $260,470

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $573,493 · program services $573,493

  • 17 · Travel

    total $2,294 · program services $1,002 · fundraising $1,292

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $38,776 · program services $34,254 · management and general $71 · fundraising $4,451

  • 20 · Interest

    total $6,017 · program services $6,017

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $400,946 · program services $400,946

  • 23 · Insurance

    total $61,182 · program services $26,650 · management and general $33,722 · fundraising $810

  • 24a · Other expenses: Program Suppoort

    total $597,400 · program services $597,400

  • 24b · Other expenses: Dues & Membership

    total $7,658 · program services $7,649 · fundraising $9

  • 24e · All other expenses

    total $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,369,153 · end of year $1,006,094

  • 2 · Savings and temporary cash investments

    beginning of year $904,603 · end of year $1,646,173

  • 3 · Pledges and grants receivable

    beginning of year $65,000 · end of year $57,625

  • 4 · Accounts receivable

    beginning of year $332,315 · end of year $512,994

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $40,144 · end of year $26,731

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $136,935 · end of year $153,717

  • 10a · Land, buildings and equipment: cost or other basis

    $14,503,317

  • 10b · Land, buildings and equipment: accumulated depreciation

    $7,541,001

  • 10c · Land, buildings and equipment, net

    beginning of year $7,202,383 · end of year $6,962,316

  • 11 · Investments: publicly traded securities

    end of year $0

  • 12 · Investments: other securities

    beginning of year $1,528,018 · end of year $1,599,236

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    beginning of year $16,169 · end of year $10,199

  • 15 · Other assets

    beginning of year $3,468,610 · end of year $3,479,401

  • 17 · Accounts payable and accrued expenses

    beginning of year $146,689 · end of year $314,968

  • 19 · Deferred revenue

    beginning of year $86,279 · end of year $91,039

  • 23 · Secured mortgages and notes payable

    beginning of year $297,962 · end of year $75,362

  • 25 · Other liabilities

    beginning of year $2,763,860 · end of year $2,717,866

  • 27 · Net assets without donor restrictions

    beginning of year $11,132,951 · end of year $11,541,348

  • 28 · Net assets with donor restrictions

    beginning of year $635,589 · end of year $713,903

Mission and programs · 2023

Mission

STRENGTHENING THE CHARLOTTE AREA'S NONPROFIT COMMUNITY THROUGH ACCESS TO FACILITIES AND SERVICES THAT LEADS TO GREATER IMPACT AND EFFICIENCY.

  • SHARED SERVICES:PROVIDED SHARED TECHNOLOGY INFRASTRUCTURE SERVICES AND END USER SUPPORT AND FINANCE AND HUMAN RESOURCES SERVICES TO OUR PARTNER AND HOPEWORKS TENANTS. BY SHARING THESE SERVICES ACROSS AGENCIES, THE CENTER PROVIDES CONSISTENT QUALITY AND BREADTH OF SERVICE AT A COMPETITIVE COST ALLOWING PARTNER AGENCIES TO MORE EFFECTIVELY DEPLOY RESOURCES FOCUSED ON THEIR CORE MISSIONS. COLLECTIVELY DURING FY 2024, THE CENTER'S SHARED SERVICES AGENCIES: SERVED AS THE SPECIALIZED JUVENILE PUBLIC DEFENDER IN MECKLENBURG COUNTY, USED INTERNAL AND EXTERNAL RESOURCES TO INFORM ADVOCACY FOR JUVENILE JUSTICE SYSTEM REFORM; MOVED FAMILIES FROM HOMELESSNESS TO HOUSING, PROVIDED FIRST TIME HOMEOWNERS WITH THE NECESSARY HOMEOWNER PLANNING, CLASSES, COUNSELING, CREDIT REPORT ANALYSIS, BUDGET PLANNING AND LINKAGE TO DOWN PAYMENT ASSISTANCE RESOURCES; ASSISTED INDIVIDUALS EXPERIENCING ECONOMIC HARDSHIP IN PREVENTING FORE-CLOSURE THROUGH COUNSELING AND CONNECTIONS WITH MORTGAGE ASSISTANCE PROGRAMS, BUDGETING AND MONEY MANAGEMENT; PROVIDED LOW-COST CLINIC CARE, LEVERAGED DONATED CARE FROM VOLUNTEER PHYSICIANS, DENTISTS, AND ALLIED HEALTH PROFESSIONALS, SERVED MOMS AND INFANTS WITH INTENSIVE HOME VISITATION SERVICES; PROVIDED BATTERED WOMEN AND CHILDREN WITH EMERGENCY SHELTER, PROVIDED CRIMINAL AND CIVIL COURT ACCOMPANIMENT TO INDIVIDUALS, LEGAL HOTLINE ASSISTANCE, AND LEGAL REPRESENTATION TO INDIVIDUALS WHO WERE VICTIMS OF DOMESTIC VIOLENCE OR SEXUAL ASSAULT; IMPLEMENTED A CRADLE TO CAREER EDUCATION AND SERVICES CONTINUUM THAT INCLUDES A CHILD DEVELOPMENT CENTER, A PRE-K THROUGH 8TH GRADE SCHOOL AND WRAPAROUND SERVICES TO MEET FAMILY NEEDS; AND PROVIDED PRACTICAL SUPPORT AND SERVICES THAT WILL ENHANCE THE PHYSICAL, SOCIAL, EMOTIONAL, AND SPIRITUAL QUALITY OF LIFE OF PEOPLE AFFECTED BY HIV, PROVIDED A VARIETY OF MUSIC AND ART EDUCATION PROGRAMS TO AT RISK CHILDREN IN LOW INCOME COMMUNITIES AT NO COST TO THE PARTICIPANTS OR THEIR FAMILIES; CREATED LASTING CHANGE FOR THOSE MOST IN NEED THROUGH STRATEGIC COMMUNITY PHILANTHROPY IN A FIVE COUNTY REGION THAT INCLUDES ANSON, CABARRUS, MECKLENBURG, IREDELL, AND UNION COUNTIES; PROVIDED EDUCATION SERVICES BOTH TO YOUTH AND ADULTS, FREE DENTAL AND MEDICAL SERVICES AND A WORKFORCE DEVELOPMENT PROGRAM; CONTINUED AN INNOVATIVE PILOT PROGRAM TO PROVIDE VALUABLE ASSISTANCE IN FINANCE, HR, AND SEVERAL GRASSROOTS ORGANIZATIONS LED BY PEOPLE OF COLOR, ALLOWING THEM TO FOCUS ON PROGRAM DELIVERY; WORKED WITH CHARLOTTE-MECKLENBURG SCHOOLS TO PROVIDE SERVICES NEEDED TO HELP STUDENTS STAY IN AND SUCCEED IN SCHOOL AND BEYOND FOR COLLEGE PREPARATION AND SOCIAL/CULTURAL DEVELOPMENT.

    Expenses $4,149,721 · Revenue $3,196,561

  • THE CENTER:PROVIDED HIGH QUALITY OFFICE SPACE, CONFERENCE ROOMS AND CLIENT AND VOLUNTEER PARKING IN UPTOWN CHARLOTTE AT A RATE WELL BELOW MARKET TO 12 NONPROFIT AGENCIES THAT IMPROVE THE LIVES OF CHILDREN AND FAMILIES. THE CENTER'S PROXIMITY TO THE CHARLOTTE TRANSIT CENTER AND THE PRESENCE OF THE 12 AGENCIES IN ONE BUILDING MAKES IT MORE CONVENIENT FOR CHILDREN AND FAMILIES WITH COMPLEX NEEDS TO ACCESS SERVICES FROM A VARIETY OF AGENCIES IN ONE VISIT. IT ALSO FOSTERS COLLABORATION AMONGST THE AGENCIES THAT IMPROVES THE QUALITY OF SERVICE PROVIDED TO THEIR CLIENTS. THE CENTER IS A NATIONAL ROLE MODEL FOR COLLABORATION.

    Expenses $1,096,903 · Revenue $2,112,063

  • FISCAL SPONSORSHIPS:THE CENTER PROVIDES FISCAL SPONSORSHIP SERVICES TO UNCORPORATED GROUPS WHOSE MISSIONS AND CAUSES ARE ALIGNED WITH THE CENTER'S MISSION. FISCAL SPONSORSHIP ALLOWS INDIVIDUALS AND GROUPS TO ORGANIZE AROUND SOCIETAL CONCERNS, CONDUCT CHARITABLE ACTIVITIES AND RECEIVE TAX-EXEMPT GRANTS AND DONATIONS WITHOUT BUILDING A FULL ORGANIZATIONAL INFRASTRUCTURE OR RECEIVING A FORMAL 501(C)(3) NONPROFIT STATUS FROM THE IRS. THIS ENHANCES THE CENTER'S, AS WELL AS THE NONPROFIT SECTOR'S FLEXIBILITY, EFFICIENCY, EFFECTIVENESS AND INNOVATION.

    Expenses $696,665 · Grants $83,500 · Revenue $696,666

As filed on the 2023 return.

Listed in Part VII

  • James Taylor

    President & CEO

    Total calculated
    $184,369
    From this org
    $152,159
    From related orgs
    $0
    Other
    $32,210
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $152,159
    Bonus
    not reported
    Other
    not reported
    Deferred
    $8,897
    Nontaxable benefits
    $23,313
    Filer's total
    $184,369

  • Jim Bales

    CFO

    Total calculated
    $160,080
    From this org
    $154,623
    From related orgs
    $0
    Other
    $5,457
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $154,623
    Bonus
    not reported
    Other
    not reported
    Deferred
    $5,457
    Nontaxable benefits
    not reported
    Filer's total
    $160,080

  • Sharon Davis

    CHR OFFICER

    Total calculated
    $152,765
    From this org
    $124,500
    From related orgs
    $0
    Other
    $28,265
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $124,500
    Bonus
    not reported
    Other
    not reported
    Deferred
    $2,451
    Nontaxable benefits
    $25,814
    Filer's total
    $152,765

  • Clark Maciag

    CIO

    Total calculated
    $139,155
    From this org
    $134,583
    From related orgs
    $0
    Other
    $4,572
    Hours/week
    45

  • Kelly Musante

    CHIEF ENGAGEMEN

    Total calculated
    $125,185
    From this org
    $119,583
    From related orgs
    $0
    Other
    $5,602
    Hours/week
    45

  • Emily Caldwell

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Robert Kelly

    Chairman

    Total calculated
    $0
    Hours/week
    2

  • Emily Cantrell

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Jackie Lee

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Dean Cikins

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Kelsey Mayo

    Secretary

    Total calculated
    $0
    Hours/week
    2

  • Matt Hawkins

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • ELIZABETH McKEE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Amy Johnson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Lilliam Nunez-Rodriguez

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Julie Jones

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Kaumil Shah

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Lauren Spegal

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Cookie Williams

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Donald Tate

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Jennifer Holland Thompson

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Stephen Watson

    Treasurer

    Total calculated
    $0
    Hours/week
    2

  • Linda Weisbruch

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Pamela Wideman

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

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

Answered yes

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

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

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • CFSC SHARED SERVICES LLC

    FINANCE AND HUMAN RESOURCES SHARED SERVICES · NC

    Directly controlled by ASCEND NONPROFIT SOLUTIONS

Provenance

Return type
form_990
Tax year
2023
Filed
13 November 2024
IRS schema version
2023v5.1
Source object
202433189349307733

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