2024-04-10T14:18:16-05:00 2023-09-30 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 40 WESTMINSTER STREET SUITE 600 PROVIDENCE RI 02903 990 2022-10-01 223031765 ONWARD WE LEARN ONWA 4018545500 134 THURBERS AVE NO 111 PROVIDENCE RI 02905 ANDREW BRAMSON PRESIDENT & CEO 4018545500 2024-04-10 1 ANDREW BRAMSON XXX-XX-XXXX 1 EVA MRUK P00543254 4016216200 2024-04-10 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z ANDREW BRAMSON 134 THURBERS AVE NO 111 PROVIDENCE RI 02905 7074049 0 X WWW.ONWARDWELEARN.ORG X 1989 RI ONWARD WE LEARN IS A COLLEGE ACCESS AND SUCCESS ORGANIZATION IN RHODE ISLAND. 14 13 119 14 0 0 4560069 6044319 0 0 910624 226864 0 0 5470693 6271183 628587 711469 0 0 3391246 3336138 0 0 23119 1321531 1511146 5341364 5558753 129329 712430 7332600 9242340 587412 853073 6745188 8389267 X 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. 0 0 1045846 0 0 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. 711469 711469 0 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. 88972 0 0 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. 2757799 0 0 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. 2757799 0 0 4604086 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 119 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X SUSAN MANSOLILLO 4018545500 134 THURBERS AVE NO 111 PROVIDENCE RI 02905 ANDREW BRAMSON PRESIDENT & CEO 35.00 X X 175431 0 10722 MEG GEOGHEGAN CHAIRPERSON 2.00 X X 0 0 0 JESSICA MARFEO VICE CHAIRPERSON 0.30 X X 0 0 0 MARY HALPIN TREASURER 0.30 X X 0 0 0 VICTOR CAPELLAN SECRETARY 0.30 X X 0 0 0 ERIC SHORTER SECRETARY, THRU JUNE 06, 2023 0.30 X 0 0 0 WILLIE BORKAI DIRECTOR, THRU JUNE 06, 2023 0.30 X 0 0 0 NERI FRANCO DIRECTOR 0.30 X 0 0 0 SCOTT GAUSLAND DIRECTOR 0.30 X 0 0 0 ADI GOLDSTEIN DIRECTOR 0.30 X 0 0 0 LISETTE GOMES DIRECTOR, THRU FEB 09, 2023 0.30 X 0 0 0 SIDNEY MACKY MCCLEARY DIRECTOR 0.30 X 0 0 0 EDWIN PACHECO DIRECTOR 0.30 X 0 0 0 KIM E PERRY DIRECTOR 0.30 X 0 0 0 DOUGLAS E SHERMAN DIRECTOR, THRU JUNE 06, 2023 0.30 X 0 0 0 ALAINA RESTIVO DIRECTOR 0.30 X 0 0 0 RANIKA REYES DIRECTOR 0.30 X 0 0 0 DR TAMMY WARNER DIRECTOR 0.30 X 0 0 0 KEN WAGNER DIRECTOR, THRU FEB 09, 2023 0.30 X 0 0 0 SUSAN MANSOLILLO CHIEF FINANCIAL & ADMIN. OFFICER 35.00 X 111215 0 6299 286646 0 17021 2 0 1 0 DREXEL UNIVERSITY PO BOX 95000 PHILADELPHIA PA 19125 DATA EVALUATION 120000 STUDENT TRANSPORTATION OF AMERICA PO BOX 412179 BOSTON MA 02241 TRANSPORTATION 109192 2 4936099 1108220 6044319 82634 82634 947096 802866 144230 144230 144230 6271183 0 0 226864 X 711469 711469 332262 141703 190559 2464037 2355623 108414 63682 61831 1851 234329 203000 31329 241828 217974 23854 921 921 17250 17250 32220 32220 577779 395506 166523 15750 9519 8011 1508 156563 66573 82621 7369 8024 5895 2129 175804 175804 140432 139504 928 44371 32898 11473 5002 5002 47164 47164 21937 21937 PROGRAM SUPPLIES 235434 235425 9 STAFF DEVELOPMENT 30543 27201 3342 MISCELLANEOUS EXPENSES 8183 1473 6710 5558753 4604086 931548 23119 150812 822405 213807 107158 1218511 594601 0 578981 52923 44439 975288 746236 251023 229052 5256841 6470734 177025 196744 11658 198226 7332600 9242340 587412 670008 0 183065 587412 853073 X 5999411 7338445 745777 1050822 6745188 8389267 7332600 9242340 X 712430 911930 19719 X X 0 1 X 1 1 1 X 4459731 5380888 1621354 4560069 6044319 22066361 469947 0 0 458255 424026 1352228 4929678 5380888 1621354 5018324 6468345 23418589 54399 23364190 94472 87119 17303 79957 82634 361485 23780074 0.98250 0.98150 X SCHEDULE A, PART II, COLUMN (C) 2020: THE ORGANIZATION IS REPORTING A SHORT YEAR 7/1/21 TO 9/30/21 IN COLUMN (C) DUE TO A CHANGE IN YEAR-END. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 134401 131303 3098 840887 614933 225954 229052 OPERATING LEASE LIABILITY 183065 183065 X 7594638 911930 424026 19719 1355675 6238963 32220 32220 6271183 5950559 424026 424026 5526533 32220 32220 5558753 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. 1 SCHOLARSHIPS TO INDIVIDUALS 525 711469 PART I, LINE 2: 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. X X X 0 0 0 0 0 0 0 0 0 ANDREW BRAMSON PRESIDENT & CEO 170597 0 0 0 4834 0 8686 0 2036 0 186153 0 0 0 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.