ONWARD WE LEARN: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ONWARD WE LEARN (EIN 22-3031765)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2024-04-10
- IRS object ID
- 202431019349301538
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-10T14:18:16-05:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873231666 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 WESTMINSTER STREET SUITE 600 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223031765 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ONWARD WE LEARN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ONWA | BusinessNameControlTxt |
| Phone | 4018545500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 134 THURBERS AVE NO 111 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02905 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW BRAMSON | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 4018545500 | PhoneNum |
| Signature | 2024-04-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANDREW | PersonFirstNm |
| Person Last | BRAMSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EVA MRUK | PreparerPersonNm |
| PTIN | P00543254 | PTIN |
| Phone | 4016216200 | PhoneNum |
| Preparation | 2024-04-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ANDREW BRAMSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 134 THURBERS AVE NO 111 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02905 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,074,049 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ONWARDWELEARN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1989 | FormationYr |
| Legal Domicile State | RI | LegalDomicileStateCd |
| Activity Or Mission | ONWARD WE LEARN IS A COLLEGE ACCESS AND SUCCESS ORGANIZATION IN RHODE ISLAND. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 119 | TotalEmployeeCnt |
| Total Volunteers | 14 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,560,069 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,044,319 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $910,624 | PYInvestmentIncomeAmt |
| CY Investment Income | $226,864 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $5,470,693 | PYTotalRevenueAmt |
| CY Total Revenue | $6,271,183 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $628,587 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $711,469 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,391,246 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,336,138 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $23,119 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,321,531 | PYOtherExpensesAmt |
| CY Other Expenses | $1,511,146 | CYOtherExpensesAmt |
| PY Total Expenses | $5,341,364 | PYTotalExpensesAmt |
| CY Total Expenses | $5,558,753 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $129,329 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $712,430 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,332,600 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,242,340 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $587,412 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $853,073 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,745,188 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,389,267 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WE AT ONWARD WE LEARN PREPARE AND INSPIRE YOUNG PEOPLE IN RHODE ISLAND TO BECOME THE FIRST IN THEIR FAMILIES TO ATTEND AND COMPLETE COLLEGE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,045,846 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | ONWARD WE LEARN ADVISORY:EACH YEAR THE ORGANIZATION RECRUITS A NEW CLASS OF STUDENTS FROM MIDDLE SCHOOL GRADES (6TH THROUGH 8TH) AND PROVIDES THEM WITH ONGOING SERVICES THROUGH THEIR FIRST YEAR OF COLLEGE. SERVICES INCLUDE PERSONALIZED SUPPORT FROM 29 ADVISORS WHO OPERATE IN 37 MIDDLE SCHOOLS AND HIGH SCHOOLS AND AT THE STATE'S THREE PUBLIC COLLEGES. WE ALSO PROVIDE OVER 60 INNOVATIVE OUT-OF-SCHOOL PROGRAMS TO MEET STUDENTS' ACADEMIC, SOCIAL AND EMOTIONAL DEVELOPMENT, CAREER EDUCATION, AND COLLEGE READINESS NEEDS. ONWARD WE LEARN ADVISORS ARE A DIVERSE GROUP OF YOUNG PROFESSIONALS WHO UNDERSTAND THE CHALLENGES THAT YOUNG PEOPLE IN DISADVANTAGE COMMUNITIES FACE, SINCE MANY OF THEM ARE ALUMNI OR COME FROM THE COMMUNITIES THAT WE SERVE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $711,469 | ExpenseAmt |
| Grant | $711,469 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SCHOLARSHIP PROGRAM:IN FY 2023 WE PROVIDED $711,469 FOR SCHOLARSHIPS TO 525 STUDENTS TO SUPPORT POST-SECONDARY SUCCESS. THROUGH THE ACCUMULATION OF FUNDS AND FEDERAL AWARDS RECEIVED INDIRECTLY FROM THE UNITED STATES DEPARTMENT OF EDUCATION UNDER THE GEAR UP PROGRAM, THE ORGANIZATION WILL AWARD SCHOLARSHIPS FOR POST-SECONDARY STUDIES TO ELIGIBLE STUDENTS. SCHOLARSHIP AWARDS ARE GRANTED ON A YEAR-TO-YEAR BASIS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $88,972 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | ONWARD CHALLENGE ACADEMIC & ADVENTURE PROGRAM: MIDDLE SCHOOL IS OFTEN THE TIME WHEN STUDENTS FROM UNDER-RESOURCED COMMUNITIES BEGIN TO FALL BEHIND THEIR PEERS IN SCHOOL. THE ORGANIZATION PROVIDES AN INTENSIVE PROGRAM FOR MIDDLE SCHOOL STUDENTS CALLED THE CHALLENGE ADVENTURE AND ACADEMIC PROGRAM ("CAAP"), WHICH FOCUSES ON LEADERSHIP DEVELOPMENT, TEAMBUILDING, PROBLEM SOLVING, THINKING AND CONFLICT RESOLUTION INTEGRATED WITH LITERACY DEVELOPMENT. IT PROVIDES PARTICIPANTS WITH OPPORTUNITIES TO TAKE HEALTHY RISKS WHILE FACING PROGRESSIVELY MORE DIFFICULT CHALLENGES; TO LEARN FROM THEIR SUCCESSES AND FAILURES; AND TO BUILD SKILLS THAT WILL ENABLE THEM TO OVERCOME THE CHALLENGES THAT LIE AHEAD. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,757,799 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE SUCCESS OF THE ORGANIZATION'S PROGRAM PRIMARILY LIES IN OUR SEAMLESS SYSTEM OF STEADY ADULT SUPPORT FOR STUDENTS FROM GRADE 6 TO HIGH SCHOOL GRADUATION. WE PLACE A TEAM OF 25 FULL-TIME MIDDLE SCHOOL AND HIGH SCHOOL ADVISORS IN 35 SCHOOLS IN OUR TARGET DISTRICTS THROUGHOUT THE ACADEMIC YEAR TO PERSONALIZE THE COLLEGE-BOUND EXPERIENCE FOR THE STUDENTS IN OUR PROGRAMS. THESE ADVISORS FORGE RELATIONSHIPS WITH STUDENTS, ENCOURAGE THEM TO PURSUE HIGH ACADEMIC GOALS AND RUN VARIOUS AFTER-SCHOOL, WEEKEND, AND SCHOOL VACATION AND SUMMER PROGRAMS TO MEET STUDENTS' ACADEMIC, PERSONAL AND SOCIAL DEVELOPMENT, COLLEGE READINESS AND CAREER EXPLORATION NEEDS. ADVISORS ARE A DIVERSE GROUP OF YOUNG PROFESSIONALS WHO UNDERSTAND THE CHALLENGES THAT YOUNG PEOPLE AND DISADVANTAGED COMMUNITIES FACE, SINCE MANY OF THEM ARE ALUMNI OR COME FROM RHODE ISLAND'S URBAN COMMUNITIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,757,799 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $4,604,086 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 119 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN MANSOLILLO | PersonNm |
| Phone | 4018545500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 134 THURBERS AVE NO 111 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02905 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| ANDREW BRAMSON | ||||||
| PRESIDENT & CEO | 35.00 | Yes (X) | Yes (X) | $175,431 | $0 | $10,722 |
| MEG GEOGHEGAN | ||||||
| CHAIRPERSON | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JESSICA MARFEO | ||||||
| VICE CHAIRPERSON | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARY HALPIN | ||||||
| TREASURER | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| VICTOR CAPELLAN | ||||||
| SECRETARY | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ERIC SHORTER | ||||||
| SECRETARY, THRU JUNE 06, 2023 | 0.30 | Yes (X) | $0 | $0 | $0 | |
| WILLIE BORKAI | ||||||
| DIRECTOR, THRU JUNE 06, 2023 | 0.30 | Yes (X) | $0 | $0 | $0 | |
| NERI FRANCO | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| SCOTT GAUSLAND | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| ADI GOLDSTEIN | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| LISETTE GOMES | ||||||
| DIRECTOR, THRU FEB 09, 2023 | 0.30 | Yes (X) | $0 | $0 | $0 | |
| SIDNEY MACKY MCCLEARY | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| EDWIN PACHECO | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| KIM E PERRY | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| DOUGLAS E SHERMAN | ||||||
| DIRECTOR, THRU JUNE 06, 2023 | 0.30 | Yes (X) | $0 | $0 | $0 | |
| ALAINA RESTIVO | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| RANIKA REYES | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| DR TAMMY WARNER | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| KEN WAGNER | ||||||
| DIRECTOR, THRU FEB 09, 2023 | 0.30 | Yes (X) | $0 | $0 | $0 | |
| SUSAN MANSOLILLO | ||||||
| CHIEF FINANCIAL & ADMIN. OFFICER | 35.00 | Yes (X) | $111,215 | $0 | $6,299 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $286,646 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $17,021 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DREXEL UNIVERSITY | |||||
| PO BOX 95000 | PHILADELPHIA | PA | 19125 | DATA EVALUATION | $120,000 |
| STUDENT TRANSPORTATION OF AMERICA | |||||
| PO BOX 412179 | BOSTON | MA | 02241 | TRANSPORTATION | $109,192 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $4,936,099 | GovernmentGrantsAmt |
| All Other Contributions | $1,108,220 | AllOtherContributionsAmt |
| Total Contributions | $6,044,319 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $82,634 | TotalRevenueColumnAmt |
| Exclusion | $82,634 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $947,096 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $802,866 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $144,230 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $144,230 | TotalRevenueColumnAmt |
| Exclusion | $144,230 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,271,183 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $226,864 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $711,469 | TotalAmt |
| Program Services | $711,469 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $332,262 | TotalAmt |
| Program Services | $141,703 | ProgramServicesAmt |
| Management And General | $190,559 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,464,037 | TotalAmt |
| Program Services | $2,355,623 | ProgramServicesAmt |
| Management And General | $108,414 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,682 | TotalAmt |
| Program Services | $61,831 | ProgramServicesAmt |
| Management And General | $1,851 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $234,329 | TotalAmt |
| Program Services | $203,000 | ProgramServicesAmt |
| Management And General | $31,329 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,828 | TotalAmt |
| Program Services | $217,974 | ProgramServicesAmt |
| Management And General | $23,854 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $921 | TotalAmt |
| Management And General | $921 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,250 | TotalAmt |
| Management And General | $17,250 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,220 | TotalAmt |
| Management And General | $32,220 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $577,779 | TotalAmt |
| Program Services | $395,506 | ProgramServicesAmt |
| Management And General | $166,523 | ManagementAndGeneralAmt |
| Fundraising | $15,750 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,519 | TotalAmt |
| Program Services | $8,011 | ProgramServicesAmt |
| Management And General | $1,508 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,563 | TotalAmt |
| Program Services | $66,573 | ProgramServicesAmt |
| Management And General | $82,621 | ManagementAndGeneralAmt |
| Fundraising | $7,369 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,024 | TotalAmt |
| Program Services | $5,895 | ProgramServicesAmt |
| Management And General | $2,129 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,804 | TotalAmt |
| Management And General | $175,804 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,432 | TotalAmt |
| Program Services | $139,504 | ProgramServicesAmt |
| Management And General | $928 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,371 | TotalAmt |
| Program Services | $32,898 | ProgramServicesAmt |
| Management And General | $11,473 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,002 | TotalAmt |
| Management And General | $5,002 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,164 | TotalAmt |
| Management And General | $47,164 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,937 | TotalAmt |
| Management And General | $21,937 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PROGRAM SUPPLIES | $235,434 | $235,425 | $9 |
| STAFF DEVELOPMENT | $30,543 | $27,201 | $3,342 |
| MISCELLANEOUS EXPENSES | $8,183 | $1,473 | $6,710 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,558,753 | TotalAmt |
| Program Services | $4,604,086 | ProgramServicesAmt |
| Management And General | $931,548 | ManagementAndGeneralAmt |
| Fundraising | $23,119 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,812 | BOYAmt |
| EOY | $822,405 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $213,807 | BOYAmt |
| EOY | $107,158 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,218,511 | BOYAmt |
| EOY | $594,601 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $578,981 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,923 | BOYAmt |
| EOY | $44,439 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $975,288 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $746,236 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $251,023 | BOYAmt |
| EOY | $229,052 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,256,841 | BOYAmt |
| EOY | $6,470,734 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $177,025 | BOYAmt |
| EOY | $196,744 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,658 | BOYAmt |
| EOY | $198,226 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,332,600 | BOYAmt |
| EOY | $9,242,340 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $587,412 | BOYAmt |
| EOY | $670,008 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $183,065 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $587,412 | BOYAmt |
| EOY | $853,073 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,999,411 | BOYAmt |
| EOY | $7,338,445 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $745,777 | BOYAmt |
| EOY | $1,050,822 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,745,188 | BOYAmt |
| EOY | $8,389,267 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,332,600 | BOYAmt |
| EOY | $9,242,340 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $712,430 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $911,930 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $19,719 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,459,731 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,380,888 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,621,354 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,560,069 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,044,319 | CurrentTaxYearAmt |
| Total | $22,066,361 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $469,947 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $458,255 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $424,026 | CurrentTaxYearAmt |
| Total | $1,352,228 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,929,678 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,380,888 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,621,354 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,018,324 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,468,345 | CurrentTaxYearAmt |
| Total | $23,418,589 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $54,399 | SubstantialContributorsTotAmt |
| Public Support Total170 | $23,364,190 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $94,472 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $87,119 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,303 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $79,957 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $82,634 | CurrentTaxYearAmt |
| Total | $361,485 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $23,780,074 | TotalSupportAmt |
| Public Support CY170 | 0.98250 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98150 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, COLUMN (C) 2020: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REPORTING A SHORT YEAR 7/1/21 TO 9/30/21 IN COLUMN (C) DUE TO A CHANGE IN YEAR-END. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $134,401 | OtherCostOrOtherBasisAmt |
| Depreciation | $131,303 | DepreciationAmt |
| Book Value | $3,098 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $840,887 | OtherCostOrOtherBasisAmt |
| Depreciation | $614,933 | DepreciationAmt |
| Book Value | $225,954 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $229,052 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITY | Desc |
| Amt | $183,065 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $183,065 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,594,638 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $911,930 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $424,026 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $19,719 | OtherRevenueAmt |
| Revenue Not Reported | $1,355,675 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,238,963 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $32,220 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $32,220 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,271,183 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,950,559 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $424,026 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $424,026 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,526,533 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $32,220 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $32,220 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,558,753 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION AND/OR DISCLOSURE. THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR YEARS PRIOR TO 2020. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN FAIR VALUE OF BENEFICIAL INTEREST IN COMMUNITY FOUNDATION 19,719. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS TO INDIVIDUALS | GrantTypeTxt |
| Recipient | 525 | RecipientCnt |
| Cash Grant | $711,469 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | TO BE ELIGIBLE FOR A SCHOLARSHIP, THE STUDENT MUST EARN ADMISSION TO AN ACCREDITED COLLEGE, UNIVERSITY, COMMUNITY COLLEGE, OR TRADE SCHOOL. THE STUDENT IS ELIGIBLE FOR A SCHOLARSHIP FOR UP TO SIX YEARS AFTER HIGH SCHOOL GRADUATION OR RECEIPT OF GED. THE STUDENT MUST REQUEST THEIR FIRST SCHOLARSHIP AWARD BEFORE THEY TURN 22 YEARS OLD. AWARD PAYMENTS ARE MADE DIRECTLY TO THE STUDENT'S SCHOOL. PAYMENTS ARE MADE AFTER THE SCHOOL CERTIFIES THE STUDENT'S ATTENDANCE, SATISFACTORY PROGRESS AND FINANCIAL NEED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW BRAMSON | PersonNm |
| Title | PRESIDENT & CEO | TitleTxt |
| Base Compensation Filing Org | $170,597 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $4,834 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $8,686 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $2,036 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $186,153 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM. A COMPLETE COPY IS PROVIDED ELECTRONICALLY TO ALL MEMBERS OF THE ORGANIZATION'S BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL AT A BOARD MEETING PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, AN ETHICS COMPLIANCE REPORTING FORM IS SENT TO ALL DIRECTORS FOR THEIR SIGNATURE. THE FINANCE AND ADMINISTRATION COMMITTEE ANNUALLY REVIEWS THE COMPLETED FORMS TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST. IN THE EVENT OF A POTENTIAL CONFLICT OF INTEREST, NO TRANSACTION BETWEEN THE ORGANIZATION AND ONE OR MORE INTERESTED PERSONS MAY BE APPROVED UNLESS ALL OF THE FOLLOWING CONDITIONS ARE MET: A) ALL RELEVANT AND MATERIAL FACTS THAT MIGHT REASONABLY BE CONSTRUED TO BE ADVERSE BY THE ORGANIZATION'S INTEREST ARE DISCLOSED IN GOOD FAITH IN ADVANCE BY SUCH DIRECTOR AND (B) THE BOARD DETERMINES THAT THE DIRECTOR HAS MADE THE DISCLOSURE AND FULLY RESPONDED TO QUESTIONS CONCERNING THE MATTERS REFERRED TO ABOVE AND ESTABLISHED THAT THE CONTRACT OR TRANSACTION IS FAIR AND REASONABLE TO THE ORGANIZATION. (C) THE BOARD AUTHORIZES SUCH CONTRACT OR TRANSACTION BY A VOTE OF AT LEAST A MAJORITY OF THE DIRECTORS PRESENT AT A MEETING AT WHICH A QUORUM IS PRESENT, AND SUCH INTERESTED DIRECTOR IS NOT COUNTED IN DETERMINING THE PRESENCE OF A QUORUM OR IN DETERMINING THE MAJORITY VOTE; AND (D) SUCH INTERESTED DIRECTOR IS NOT PRESENT AT SUCH TIME AS THE VOTE OR DECISION IS MADE. |
| FORM 990, PART VI, SECTION B, LINE 15A | AN INDEPENDENT CONSULTING ORGANIZATION IS HIRED BY THE ORGANIZATION TO DEVELOP THE CEO JOB DESCRIPTION, RESEARCH COMPENSATION DATA AND DEVELOP AND MAKE RECOMMENDATIONS TO THE BOARD OF DIRECTORS FOR THE CEO'S COMPENSATION PACKAGE AND EXECUTIVE CONTRACT CONTENT. ANNUALLY, THE CEO'S PERFORMANCE IS EVALUATED BY A BOARD SUB-COMMITTEE, WHICH THEN MAKES RECOMMENDATIONS TO THE FULL BOARD FOR ANY COMPENSATION ADJUSTMENTS. THE REVIEW AND APPROVAL IS DOCUMENTED IN THE BOARD MEETING MINUTES. THIS PROCESS WAS LAST UNDERTAKEN IN MARCH 2023. THE CEO SETS THE COMPENSATION FOR THE CHIEF FINANCE & ADMINISTRATION OFFICER. THE CEO LOOKS AT COMPARATIVE DATA FROM SIMILAR NONPROFITS IN ORDER TO FORMULATE COMPENSATION ADJUSTMENTS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS (ARTICLES OF INCORPORATION AND THE BY-LAWS) ARE AVAILABLE UPON REQUEST, THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST, AND THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AND UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | SOFTWARE DEVELOPMENT CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 172,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 172,000. DATA EVALUATION SERVICES: PROGRAM SERVICE EXPENSES 160,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 160,000. PUBLIC RELATIONS SERVICES: PROGRAM SERVICE EXPENSES 35,844. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 35,844. OTHER CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 27,662. MANAGEMENT AND GENERAL EXPENSES 42,099. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 69,761. PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 36,900. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 36,900. HUMAN RESOURCES SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,750. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,750. EMPLOYEE RETENTION CREDIT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 84,774. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 84,774. CDS EDUCATION CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 15,750. TOTAL EXPENSES 15,750. |
| FORM 990, PART XI, LINE 9: | CHANGE IN FAIR VALUE OF BENEFICIAL INTEREST IN COMMUNITY FOUNDATION 19,719. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS A COMMITTEE THAT IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |