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← ACHIEVING THE DREAM INC

Form 990 for tax year 2022

Filed by ACHIEVING THE DREAM INC.

Totals

Total revenue
$16,894,508
Total expenses
$24,556,770
Contributions and grants received
$6,925,530
Grants paid
$4,501,467
Program service revenue
$9,431,354
Investment income
$515,086
Other revenue
$22,538
Total assets, end of year
$46,914,728
Total liabilities, end of year
$8,610,708
Net assets or fund balances, end of year
$38,304,020
Program services expenses (Part IX)
$17,931,460
Management and general expenses
$6,238,165
Fundraising expenses
$387,145
Program service expenses (Part III)
$17,931,460

Program services were 73.0% 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

    $6,925,530

  • 2a · Program service revenue: PROGRAM SERVICE FEES

    total $5,442,720 · related or exempt $5,442,720

  • 2b · Program service revenue: CONTRACTS

    total $2,734,403 · related or exempt $2,734,403

  • 2c · Program service revenue: CONFERENCE

    total $1,223,831 · related or exempt $1,223,831

  • 2d · Program service revenue: HONORARIUM

    total $30,400 · related or exempt $30,400

  • 3 · Investment income

    total $796,109 · excluded $796,109

  • 7a · Gross sales of assets other than inventory

    securities $19,662,896

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

    securities $19,943,919

  • 7c · Gain or loss

    securities -$281,023

  • 7d · Net gain or loss

    total -$281,023 · excluded -$281,023

  • 10a · Gross sales of inventory

    $1,330

  • 10b · Cost of goods sold

    $2,749

  • 10c · Net income from sales of inventory

    total -$1,419 · excluded -$1,419

  • 11a · Other revenue: REIMBURSEMENTS

    total $12,548 · excluded $12,548

  • 11b · Other revenue: MISCELLANEOUS

    total $11,409 · excluded $11,409

  • 11e · Other revenue, total

    $23,957

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $4,464,220 · program services $4,464,220

  • 2 · Grants to domestic individuals

    total $37,247 · program services $37,247

  • 5 · Compensation of officers, directors and key employees

    total $1,662,013 · program services $705,656 · management and general $843,666 · fundraising $112,691

  • 7 · Other salaries and wages

    total $7,208,437 · program services $4,509,371 · management and general $2,491,959 · fundraising $207,107

  • 8 · Pension plan contributions

    total $484,094 · program services $304,238 · management and general $164,689 · fundraising $15,167

  • 9 · Other employee benefits

    total $728,652 · program services $444,728 · management and general $260,774 · fundraising $23,150

  • 10 · Payroll taxes

    total $653,389 · program services $385,774 · management and general $243,126 · fundraising $24,489

  • 11b · Fees: legal

    total $560 · management and general $560

  • 11c · Fees: accounting

    total $182,973 · program services $1,000 · management and general $181,973

  • 11f · Fees: investment management

    total $94,465 · management and general $94,465

  • 11g · Fees: other

    total $4,077,682 · program services $3,835,075 · management and general $242,607

  • 12 · Advertising and promotion

    total $430,533 · program services $2,796 · management and general $427,737

  • 13 · Office expenses

    total $162,157 · program services $65,885 · management and general $96,272

  • 14 · Information technology

    total $727,773 · program services $147,577 · management and general $580,196

  • 16 · Occupancy

    total $302,913 · program services $15,273 · management and general $287,200 · fundraising $440

  • 17 · Travel

    total $1,137,348 · program services $1,039,898 · management and general $94,645 · fundraising $2,805

  • 19 · Conferences, conventions and meetings

    total $2,002,412 · program services $1,927,715 · management and general $74,697

  • 22 · Depreciation, depletion and amortization

    total $77,356 · management and general $77,356

  • 23 · Insurance

    total $33,639 · management and general $33,639

  • 24a · Other expenses: PROFESSIONAL DEVEL.

    total $47,672 · program services $27,804 · management and general $18,572 · fundraising $1,296

  • 24b · Other expenses: DUES & PUBLICATIONS

    total $28,835 · program services $4,803 · management and general $24,032

  • 24c · Other expenses: MISCELLANEOUS EXPENSES

    total $12,400 · program services $12,400

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $5,311,037 · end of year $2,491,445

  • 2 · Savings and temporary cash investments

    beginning of year $1,795,297 · end of year $2,190,469

  • 3 · Pledges and grants receivable

    beginning of year $7,182,722 · end of year $3,864,197

  • 4 · Accounts receivable

    beginning of year $1,195,683 · end of year $1,107,696

  • 7 · Other notes and loans receivable

    beginning of year $40 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $2,749 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $614,223 · end of year $382,235

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

    $526,508

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

    $277,299

  • 10c · Land, buildings and equipment, net

    beginning of year $192,450 · end of year $249,209

  • 11 · Investments: publicly traded securities

    beginning of year $32,633,315 · end of year $34,219,102

  • 15 · Other assets

    beginning of year $51,857 · end of year $2,410,375

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,645,075 · end of year $1,706,387

  • 18 · Grants payable

    beginning of year $0 · end of year $2,158,821

  • 19 · Deferred revenue

    beginning of year $2,540,042 · end of year $1,887,309

  • 25 · Other liabilities

    beginning of year $300,244 · end of year $2,858,191

  • 27 · Net assets without donor restrictions

    beginning of year $27,952,433 · end of year $29,635,978

  • 28 · Net assets with donor restrictions

    beginning of year $16,541,579 · end of year $8,668,042

Mission and programs · 2022

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.

Activities or mission (Part I)

LEAD A NETWORK OF COMMUNITY COLLEGES TO ACHIEVE SUSTAINABLE INSTITUTIONAL TRANSFORMATION.

  • ACHIEVING THE DREAM, INC. (ATD) IS THE LEADING COLLEGE NETWORK CHAMPIONING EVIDENCE-BASED INSTITUTIONAL IMPROVEMENT TO HELP COMMUNITY COLLEGES IMPROVE OUTCOMES FOR LOW-INCOME STUDENTS AND STUDENTS OF COLOR WHO DREAM OF ACHIEVING THEIR GOALS FOR ACADEMIC SUCCESS AND ECONOMIC OPPORTUNITY. THE ATD NETWORK INCLUDES NEARLY 300 COLLEGES IN 45 STATES AND THE DISTRICT OF COLUMBIA. COLLEGES IN THE ATD NETWORK HAVE BEEN ABLE TO DEMONSTRATE DOUBLE-DIGIT DEGREE COMPLETION GAINS AND SUBSTANTIALLY CLOSE EQUITY GAPS BETWEEN SUBPOPULATIONS OF STUDENTS. ATD COLLEGES ROUTINELY GET SELECTED FOR PRESTIGIOUS NATIONAL AWARDS LIKE THE ASPEN PRIZE FOR COMMUNITY COLLEGE EXCELLENCE.A COLLEGE WILL TYPICALLY JOIN THE ATD NATIONAL NETWORK THROUGH A STRUCTURED 3-YEAR EXPERIENCE 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 FY23, ATD BROUGHT THIRTEEN NEW COLLEGES INTO THE NETWORK, INCLUDING 5 OF THE 7 CITY COLLEGES OF CHICAGO.WITH SUPPORT FROM COGNIZANT US FOUNDATION, JP MORGAN CHASE FOUNDATION AND ASCENDIUM EDUCATION GROUP, ATD HAS CONTINUED TO SUPPORT A COHORT OF RURAL COLLEGES IN THEIR FOUNDATIONS OF TRANSFORMATION EXPERIENCE TO INCREASE THEIR CAPACITY TO PROVIDE STUDENTS THE SKILLS NEEDED FOR TOMORROW'S WORKFORCE AND CONNECT STUDENTS WITH CAREERS IN THE DIGITAL ECONOMY. ATD ALSO CONTINUED ITS WORK, WITH SUPPORT FROM ASCENDIUM EDUCATION GROUP, COACHING 33 TRIBAL COLLEGE AND UNIVERSITIES. THESE INSTITUTIONS HAVE DEMONSTRATED VAST IMPROVEMENTS IN THEIR ABILITY TO COLLECT AND USE DATA EFFECTIVELY TO CLOSE ACHIEVEMENT 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 EMBARKED ON AN INAUGURAL 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 CHICAGO TO WORK TOGETHER AND LEARN BEST PRACTICES AND 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 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 ADULT LEARNER SUCCESS SUMMIT THAT GARNERED MORE THAN 1000 REGISTRANTS. SPONSORED BY THE ECMC FOUNDATION, NETWORK COLLEGES PARTICIPATED IN THIS VIRTUAL CONVENING FREE OF CHARGE. ATD'S ANNUAL, YEAR-LONG WEBINAR SERIES, OPPORTUNITIES FOR ALL, OFFERED EXPERT INSIGHTS FOR ATD NETWORK COLLEGES AS THEY CONTINUE THEIR TRANSFORMATION JOURNEY.

    Expenses $12,273,628 · Grants $4,167,426 · Revenue $1,524,049

  • 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 MOVES THE FIELD FORWARD BY EXPLORING IDEAS AND DEVELOPING SOLUTIONS IN RESPONSE TO NEW SOLUTIONS AND ADVOCATING FOR PRACTICES.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 PARTNERSHIP, OR TEACHING AND LEARNING SERVICES, WHICH COME WITH MORE IN-DEPTH ASSESSMENTS, COACHING AND TECHNICAL ASSISTANCE. THESE INNOVATIONS DRIVE INSTITUTIONAL TRANSFORMATION AROUND EQUITY, ACCESS, AND MOBILITY. ATD AND THE UNIVERSITY OF SOUTHERN CALIFORNIA, WITH FUNDING FROM THE KRESGE FOUNDATION AND GREATER TEXAS FOUNDATION, CONTINUED THEIR SUPPORT THE RACIAL EQUITY LEADERSHIP ACADEMY, WHICH SUPPORTED A GROUP OF NINE COLLEGES THROUGH STRATEGIC RACIAL EQUITY CHANGE EFFORTS BEGINNING IN 2022 AND CONTINUING THROUGH THE SPRING OF 2023.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. ATD ALSO RELEASED A STUDY FUNDED BY HEWLETT EXPLORING HOW OPEN EDUCATIONAL RESOURCES CAN TRANSFORM TEACHING AND LEARNING.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 NATIONAL SCALE UP PROMISING EFFORTS TO REENROLL ADULT LEARNERS IN COMMUNITY COLLEGES, WITH SUPPORT FROM THE LUMINA FOUNDATION FOR EDUCATION. ATD'S K12 PARTNERSHIP WORK STEMS FROM ITS 2019 MERGER WITH GATEWAY TO COLLEGE NATIONAL NETWORK. LAST YEAR, ATD CONTINUED ITS SUPPORT OF OUR NEARLY 30 GATEWAY TO COLLEGE PROGRAMS WITH FUNDING FROM THE BARR FOUNDATION. THESE PROGRAMS REENGAGE OFF TRACK AND OUT OF SCHOOL YOUTH IN COLLEGE-BASED REENGAGEMENT PROGRAMS, WITH MOST STUDENTS GRADUATING AND CONTINUING ON IN POSTSECONDARY EDUCATION.LAST YEAR, ATD CONTINUED ITS WORK WITH A COHORT OF FOUR COMMUNITIES IN BUILDING SCHOOL TO COLLEGE TO CAREER PATHWAYS, WITH SUPPORT FROM THE CARNEGIE CORPORATION OF NEW YORK, LAUNCHING A NEW COHORT IN 2023. BY BRINGING TOGETHER HIGH SCHOOL EDUCATORS, COMMUNITY COLLEGES FACULTY, WORKFORCE DEVELOPMENT PROFESSIONALS, AND EMPLOYERS, THIS INITIATIVE AIMS TO CLOSE GAPS IN LOCAL EDUCATIONAL PIPELINES THAT PREVENT ECONOMICALLY MARGINALIZED YOUNG PEOPLE FROM ACHIEVING ECONOMIC MOBILITY. 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 $5,657,832 · Grants $334,041 · Revenue $1,243,070

As filed on the 2022 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 CMTE CHAIR

    Total calculated
    $0
    Hours/week
    4

  • DR MIKE FLORES

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • DR BARBARA LOMBARDO

    GOVERNANCE CMTE CHAIR

    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

  • RICARDO TORRES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KAREN A STOUT

    PRESIDENT & CEO

    Total calculated
    $546,124
    From this org
    $512,385
    From related orgs
    $0
    Other
    $33,739
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $451,385
    Bonus
    $44,000
    Other
    $17,000
    Deferred
    $23,270
    Nontaxable benefits
    $10,469
    Filer's total
    $546,124

  • EMILY FROIMSON

    CHIEF OPERATING OFFICER

    Total calculated
    $240,909
    From this org
    $222,495
    From related orgs
    $0
    Other
    $18,414
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $220,280
    Bonus
    $2,215
    Other
    $0
    Deferred
    $15,463
    Nontaxable benefits
    $2,951
    Filer's total
    $240,909

  • SUSAN MAYER

    CHIEF LEARNING OFFICER

    Total calculated
    $248,602
    From this org
    $223,785
    From related orgs
    $0
    Other
    $24,817
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $218,352
    Bonus
    $5,433
    Other
    $0
    Deferred
    $15,230
    Nontaxable benefits
    $9,587
    Filer's total
    $248,602

  • MONICA PARRISH TRENT

    CHIEF PROGRAM AND NETWORK OFFICER

    Total calculated
    $239,186
    From this org
    $219,583
    From related orgs
    $0
    Other
    $19,603
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $214,041
    Bonus
    $5,542
    Other
    $0
    Deferred
    $15,536
    Nontaxable benefits
    $4,067
    Filer's total
    $239,186

  • KHALISA JACOBS

    CHIEF OF STAFF

    Total calculated
    $197,048
    From this org
    $169,596
    From related orgs
    $0
    Other
    $27,452
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $162,498
    Bonus
    $7,098
    Other
    $0
    Deferred
    $12,632
    Nontaxable benefits
    $14,820
    Filer's total
    $197,048

  • CAROL A LINCOLN

    SENIOR VICE PRESIDENT

    Total calculated
    $189,254
    From this org
    $168,505
    From related orgs
    $0
    Other
    $20,749
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $166,841
    Bonus
    $1,664
    Other
    $0
    Deferred
    $11,490
    Nontaxable benefits
    $9,259
    Filer's total
    $189,254

  • JAQUELINE CORTEZ WANG

    CHIEF STRAT. OFFICER, VP EXT. PSHIPS

    Total calculated
    $227,478
    From this org
    $209,920
    From related orgs
    $0
    Other
    $17,558
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $207,820
    Bonus
    $2,100
    Other
    $0
    Deferred
    $14,665
    Nontaxable benefits
    $2,893
    Filer's total
    $227,478

  • PAULA TALLEY

    EXEC. DIRECTOR, PROGRAM DEVELOPMENT

    Total calculated
    $202,206
    From this org
    $166,885
    From related orgs
    $0
    Other
    $35,321
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $162,475
    Bonus
    $4,410
    Other
    $0
    Deferred
    $12,363
    Nontaxable benefits
    $22,958
    Filer's total
    $202,206

  • JANICE STUCKE

    CHIEF FINANCIAL OFFICER

    Total calculated
    $182,612
    From this org
    $161,511
    From related orgs
    $0
    Other
    $21,101
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $154,951
    Bonus
    $6,560
    Other
    $0
    Deferred
    $11,653
    Nontaxable benefits
    $9,448
    Filer's total
    $182,612

  • STEPHANIE MARSHALL

    ED OF MEETINGS & LEARNING EVENTS

    Total calculated
    $177,392
    From this org
    $157,311
    From related orgs
    $0
    Other
    $20,081
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $155,706
    Bonus
    $1,605
    Other
    $0
    Deferred
    $11,087
    Nontaxable benefits
    $8,994
    Filer's total
    $177,392

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 · Tax indemnification and gross-up payments
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 1b · Written policy on the line-1a expenses
  • 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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7
ATD'S OFFICERS, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES RECEIVED DISCRETIONARY PERFORMANCE BONUSES DURING CALENDAR YEAR 2022. THESE BONUSES ARE REPORTED IN SCHEDULE J, PART II, COLUMN B(II).

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

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

Provenance

Return type
form_990
Tax year
2022
Filed
11 November 2023
IRS schema version
2022v5.0
Source object
202323179349302127

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.