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Nonprofiteer
← BRANCHED

Form 990 for tax year 2024

Filed by BRANCHED.

Totals

Total revenue
$10,377,246
Total expenses
$8,975,769
Contributions and grants received
$9,335,266
Grants paid
$2,940,583
Program service revenue
$444,746
Investment income
$597,234
Other revenue
$0
Total assets, end of year
$24,708,449
Total liabilities, end of year
$292,471
Net assets or fund balances, end of year
$24,415,978
Program services expenses (Part IX)
$6,354,360
Management and general expenses
$2,181,036
Fundraising expenses
$440,373
Program service expenses (Part III)
$6,354,360

Program services were 70.8% 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.

  • 1f · All other contributions, gifts and grants

    $9,335,266

  • 2a · Program service revenue: PROGRAM REVENUE

    total $444,746 · related or exempt $444,746

  • 3 · Investment income

    total $629,977 · excluded $629,977

  • 7a · Gross sales of assets other than inventory

    securities $5,488,561

  • 7b · Less cost or other basis and sales expenses

    securities $5,521,304

  • 7c · Gain or loss

    securities -$32,743

  • 7d · Net gain or loss

    total -$32,743 · excluded -$32,743

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,940,583 · program services $2,940,583

  • 5 · Compensation of officers, directors and key employees

    total $582,414 · program services $346,564 · management and general $159,600 · fundraising $76,250

  • 7 · Other salaries and wages

    total $2,082,266 · program services $1,278,766 · management and general $522,149 · fundraising $281,351

  • 8 · Pension plan contributions

    total $74,111 · program services $44,099 · management and general $20,309 · fundraising $9,703

  • 9 · Other employee benefits

    total $345,051 · program services $205,322 · management and general $94,555 · fundraising $45,174

  • 10 · Payroll taxes

    total $202,664 · program services $120,595 · management and general $55,536 · fundraising $26,533

  • 11b · Fees: legal

    total $9,498 · program services $9,498

  • 11c · Fees: accounting

    total $502,469 · management and general $502,469

  • 11f · Fees: investment management

    total $75,783 · management and general $75,783

  • 11g · Fees: other

    total $924,675 · program services $568,812 · management and general $355,863

  • 12 · Advertising and promotion

    total $3,174 · program services $3,174

  • 13 · Office expenses

    total $84,386 · program services $10,874 · management and general $73,381 · fundraising $131

  • 14 · Information technology

    total $467 · program services $467

  • 16 · Occupancy

    total $56,898 · management and general $56,898

  • 17 · Travel

    total $72,643 · program services $48,950 · management and general $22,680 · fundraising $1,013

  • 19 · Conferences, conventions and meetings

    total $266,588 · program services $219,439 · management and general $46,931 · fundraising $218

  • 22 · Depreciation, depletion and amortization

    total $29,048 · management and general $29,048

  • 23 · Insurance

    total $60,092 · program services $3,200 · management and general $56,892

  • 24a · Other expenses: COACHING AND CONSULTING

    total $467,930 · program services $467,930

  • 24b · Other expenses: DUES AND SUBSCRIPTIONS

    total $160,029 · program services $51,087 · management and general $108,942

  • 24c · Other expenses: LICENSES

    total $35,000 · program services $35,000

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,474,549 · end of year $471,589

  • 2 · Savings and temporary cash investments

    beginning of year $8,519,946 · end of year $8,768,443

  • 3 · Pledges and grants receivable

    beginning of year $1,759,979 · end of year $3,167,680

  • 4 · Accounts receivable

    beginning of year $26,911 · end of year $300,227

  • 9 · Prepaid expenses and deferred charges

    beginning of year $57,256 · end of year $146,898

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

    $121,938

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

    $73,514

  • 10c · Land, buildings and equipment, net

    beginning of year $39,011 · end of year $48,424

  • 11 · Investments: publicly traded securities

    beginning of year $10,565,781 · end of year $10,417,172

  • 12 · Investments: other securities

    beginning of year $247,227 · end of year $1,254,479

  • 15 · Other assets

    beginning of year $179,146 · end of year $133,537

  • 17 · Accounts payable and accrued expenses

    beginning of year $354,292 · end of year $163,084

  • 25 · Other liabilities

    beginning of year $174,178 · end of year $129,387

  • 27 · Net assets without donor restrictions

    beginning of year $17,329,714 · end of year $18,194,275

  • 28 · Net assets with donor restrictions

    beginning of year $5,011,622 · end of year $6,221,703

Mission and programs · 2024

Mission

BRANCHED STRENGTHENS, GROWS, AND AMPLIFIES THE IMPACT OF EDUCATOR PREPARATION PROGRAMS BY IMPROVING PROGRAMMING, DEEPENING PARTNERSHIPS AND COALITIONS, AND DRIVING INNOVATION TO MAXIMIZE THE EFFECTIVENESS OF EDUCATORS AND THE ACHIEVEMENT OF THE LEARNERS THEY SERVE.

Activities or mission (Part I)

BRANCHED EMPOWERS A NATIONAL NETWORK OF LOCAL EDUCATIONAL ECOSYSTEMS BY PROVIDING CUSTOMIZED LEARNING OPPORTUNITIES FOR HIGHER ED AND K-12 EDUCATORS, BY USING COLLABORATIVE, DATA EMPOWERED COACHING TO EDUCATIONAL INSTITUTIONS, AND BY EMPOWERING COMMUNITIES AS PARTNERS AND ADVOCATES.

  • BRANCHED PROVIDES PRACTICAL TECHNICAL ASSISTANCE TO ADVANCE COLLABORATION AND INNOVATION, AND AMPLIFIES THE UNIQUE CONTRIBUTIONS OF LOCAL EDUCATIONAL ECOSYSTEMS IN PREPARING TEACHERS WHO WILL EDUCATE AMERICA'S CITIZENS. WE IDENTIFY AND SUPPORT WHAT IS WORKING WELL AND STRENGTHEN PROGRAM WEAKNESSES TO DRIVE CONTINUOUS QUALITY IMPROVEMENT AND ENSURE PROGRAM SUSTAINABILITY. WE FACILITATE IN-PERSON AND VIRTUAL OPPORTUNITIES TO ENSURE THAT EDUCATOR PREPARATION PROGRAMS MEANINGFULLY ENGAGE WITH AND LEARN FROM BOTH EACH OTHER AND FROM KEY PARTNERS, SUCH AS K-12 INSTITUTIONS AND COMMUNITY ORGANIZATIONS.

    Expenses $6,354,360 · Grants $2,940,583 · Revenue $444,746

As filed on the 2024 return.

Listed in Part VII

  • Dr Frank Gettridge

    CHAIRPERSON OF THE BOARD

    Total calculated
    $0
    Hours/week
    1
  • Jim Larimore

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1
  • Vicki Phillips

    SECRETARY

    Total calculated
    $0
    Hours/week
    1
  • Kathryn Schotthoefer

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Andreason Brown

    BOARD MEMBER (FROM JAN 2025)

    Total calculated
    $0
    Hours/week
    1
  • Nick Rodriguez

    BOARD MEMBER (FROM APRIL 2025)

    Total calculated
    $0
    Hours/week
    1
  • Dr Sandy Husk

    BOARD MEMBER (FROM APRIL 2025)

    Total calculated
    $0
    Hours/week
    1
  • Peter Shulman

    BOARD MEMBER (THRU JUNE 2025)

    Total calculated
    $0
    Hours/week
    1
  • Dr John Luczak

    BOARD MEMBER (THRU JUNE 2025)

    Total calculated
    $0
    Hours/week
    1
  • Dr Cassandra Herring

    PRESIDENT & CEO

    Total calculated
    $341,772
    From this org
    $295,979
    From related orgs
    $0
    Other
    $45,793
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $252,742
    Bonus
    $43,237
    Other
    $0
    Deferred
    $15,563
    Nontaxable benefits
    $30,230
    Filer's total
    $341,772
  • Dr Patricia McHatton

    CHIEF PROGRAM OFFICER

    Total calculated
    $204,631
    From this org
    $184,023
    From related orgs
    $0
    Other
    $20,608
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $184,023
    Bonus
    $0
    Other
    $0
    Deferred
    $11,053
    Nontaxable benefits
    $9,555
    Filer's total
    $204,631
  • Dr Luzlema Canales

    CHIEF OF STAFF

    Total calculated
    $184,362
    From this org
    $159,911
    From related orgs
    $0
    Other
    $24,451
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $158,388
    Bonus
    $1,523
    Other
    $0
    Deferred
    $9,696
    Nontaxable benefits
    $14,755
    Filer's total
    $184,362
  • Dr Katherine Zimmer

    DIRECTOR OF BIRCH

    Total calculated
    $146,842
    From this org
    $131,445
    From related orgs
    $0
    Other
    $15,397
    Hours/week
    40
  • Amy Murillo

    DIRECTOR OF EPP TRANSF. SERVICES

    Total calculated
    $139,634
    From this org
    $111,065
    From related orgs
    $0
    Other
    $28,569
    Hours/week
    40
  • Ruby Stevens-Morgan

    DIRECTOR OF ORGANIZATIONAL EFFECTIVENESS

    Total calculated
    $119,296
    From this org
    $103,757
    From related orgs
    $0
    Other
    $15,539
    Hours/week
    40
  • Christine Ngei Thru Feb 2025

    VP FOR STRATEGIC GROWTH

    Total calculated
    $127,443
    From this org
    $107,215
    From related orgs
    $0
    Other
    $20,228
    Hours/week
    40

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

  • 1a · First-class or charter travel
  • 1a · Travel for companions
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 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

  • MURSION INC

    $1,500,000

    TO STRENGTHEN TEACHER PREPARATION AT MSIS BY IMPROVING THE TEACHING AND LEARNING CONDITIONS FOR ALL CANDIDATES, INCREASING CAPACITY OF THE MSI TO IMPLEMENT A SUSTAINABLE PROCESS OF CONTINUOUS IMPROVEMENT, INCREASING EFFECTIVENESS OF MSI TEACHER EDUCATORS AND LEADERS, AND, ULTIMATELY, INCREASING THE EFFECTIVENESS OF THE MSI GRADUATES.

  • FORT VALLEY STATE UNIVERSITY

    $203,966

    TO STRENGTHEN TEACHER PREPARATION AT MSIS BY IMPROVING THE TEACHING AND LEARNING CONDITIONS FOR ALL CANDIDATES, INCREASING CAPACITY OF THE MSI TO IMPLEMENT A SUSTAINABLE PROCESS OF CONTINUOUS IMPROVEMENT, INCREASING EFFECTIVENESS OF MSI TEACHER EDUCATORS AND LEADERS, AND, ULTIMATELY, INCREASING THE EFFECTIVENESS OF THE MSI GRADUATES.

  • TO STRENGTHEN TEACHER PREPARATION AT MSIS BY IMPROVING THE TEACHING AND LEARNING CONDITIONS FOR ALL CANDIDATES, INCREASING CAPACITY OF THE MSI TO IMPLEMENT A SUSTAINABLE PROCESS OF CONTINUOUS IMPROVEMENT, INCREASING EFFECTIVENESS OF MSI TEACHER EDUCATORS AND LEADERS, AND, ULTIMATELY, INCREASING THE EFFECTIVENESS OF THE MSI GRADUATES.

  • TO STRENGTHEN TEACHER PREPARATION AT MSIS BY IMPROVING THE TEACHING AND LEARNING CONDITIONS FOR ALL CANDIDATES, INCREASING CAPACITY OF THE MSI TO IMPLEMENT A SUSTAINABLE PROCESS OF CONTINUOUS IMPROVEMENT, INCREASING EFFECTIVENESS OF MSI TEACHER EDUCATORS AND LEADERS, AND, ULTIMATELY, INCREASING THE EFFECTIVENESS OF THE MSI GRADUATES.

  • NORTH CAROLINA CENTRAL UNIVERSITY

    $150,000

    TO STRENGTHEN TEACHER PREPARATION AT MSIS BY IMPROVING THE TEACHING AND LEARNING CONDITIONS FOR ALL CANDIDATES, INCREASING CAPACITY OF THE MSI TO IMPLEMENT A SUSTAINABLE PROCESS OF CONTINUOUS IMPROVEMENT, INCREASING EFFECTIVENESS OF MSI TEACHER EDUCATORS AND LEADERS, AND, ULTIMATELY, INCREASING THE EFFECTIVENESS OF THE MSI GRADUATES.

  • TEXAS A&M UNIVERSITY - CENTRAL TEXAS

    $142,438

    TO STRENGTHEN TEACHER PREPARATION AT MSIS BY IMPROVING THE TEACHING AND LEARNING CONDITIONS FOR ALL CANDIDATES, INCREASING CAPACITY OF THE MSI TO IMPLEMENT A SUSTAINABLE PROCESS OF CONTINUOUS IMPROVEMENT, INCREASING EFFECTIVENESS OF MSI TEACHER EDUCATORS AND LEADERS, AND, ULTIMATELY, INCREASING THE EFFECTIVENESS OF THE MSI GRADUATES.

  • VALDOSTA STATE UNIVERSITY

    $135,472

    TO STRENGTHEN TEACHER PREPARATION AT MSIS BY IMPROVING THE TEACHING AND LEARNING CONDITIONS FOR ALL CANDIDATES, INCREASING CAPACITY OF THE MSI TO IMPLEMENT A SUSTAINABLE PROCESS OF CONTINUOUS IMPROVEMENT, INCREASING EFFECTIVENESS OF MSI TEACHER EDUCATORS AND LEADERS, AND, ULTIMATELY, INCREASING THE EFFECTIVENESS OF THE MSI GRADUATES.

  • TO STRENGTHEN TEACHER PREPARATION AT MSIS BY IMPROVING THE TEACHING AND LEARNING CONDITIONS FOR ALL CANDIDATES, INCREASING CAPACITY OF THE MSI TO IMPLEMENT A SUSTAINABLE PROCESS OF CONTINUOUS IMPROVEMENT, INCREASING EFFECTIVENESS OF MSI TEACHER EDUCATORS AND LEADERS, AND, ULTIMATELY, INCREASING THE EFFECTIVENESS OF THE MSI GRADUATES.

  • TO STRENGTHEN TEACHER PREPARATION AT MSIS BY IMPROVING THE TEACHING AND LEARNING CONDITIONS FOR ALL CANDIDATES, INCREASING CAPACITY OF THE MSI TO IMPLEMENT A SUSTAINABLE PROCESS OF CONTINUOUS IMPROVEMENT, INCREASING EFFECTIVENESS OF MSI TEACHER EDUCATORS AND LEADERS, AND, ULTIMATELY, INCREASING THE EFFECTIVENESS OF THE MSI GRADUATES.

  • KENNESAW STATE UNIVERSITY

    $60,000

    TO STRENGTHEN TEACHER PREPARATION AT MSIS BY IMPROVING THE TEACHING AND LEARNING CONDITIONS FOR ALL CANDIDATES, INCREASING CAPACITY OF THE MSI TO IMPLEMENT A SUSTAINABLE PROCESS OF CONTINUOUS IMPROVEMENT, INCREASING EFFECTIVENESS OF MSI TEACHER EDUCATORS AND LEADERS, AND, ULTIMATELY, INCREASING THE EFFECTIVENESS OF THE MSI GRADUATES.

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

Provenance

Return type
form_990
Tax year
2024
Filed
13 November 2025
IRS schema version
2024v5.2
Source object
202513189349314136

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

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