2023-04-12T16:02:37-05:00 2022-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2021-07-01 311793562 NATIONAL COLLEGE ATTAINMENT NETWORK NATI 2023474848 800 17TH STREET NW 630 WASHINGTON DC 20006 KIMBERLY COOK CEO 2023474848 2023-04-12 1 KIMBERLY COOK 999009999 RICHARD J LOCASTRO CPA P00288314 3019519090 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X KIMBERLY COOK 800 17TH STREET NW 630 WASHINGTON DC 20006 3639522 0 X WWW.NCAN.ORG X 1995 OH WE SUPPORT CONSTITUENTS TO INCREASE EQUITY & EXCELLENCE IN POSTSEC. DEGREE ACCESS & ATTAINMENT. 13 13 19 13 0 0 5711361 2838823 903454 788448 -15052 518 6175 11733 6605938 3639522 2329903 225000 0 0 1890222 2067274 0 0 155038 1112191 1344493 5332316 3636767 1273622 2755 5688031 7514431 1616524 3440169 4071507 4074262 X OUR MISSION IS TO BUILD, STRENGTHEN, AND EMPOWER COMMUNITIES AND STAKEHOLDERS TO CLOSE EQUITY GAPS IN POSTSECONDARY ATTAINMENT FOR ALL STUDENTS. 0 0 2970147 225000 788448 NCAN'S 3 STRATEGIES: WE CAN CREATE OPPORTUNITIES FOR ALL STUDENTS.NCAN HELPS STUDENTS ACCESS AND SUCCEED IN COLLEGE IN THREE WAYS:1. BOLSTERING THE SKILLS OF COLLEGE ACCESS AND SUCCESS PRACTITIONERS THROUGH PROFESSIONAL DEVELOPMENT.2. ADVOCATING FOR MORE EQUITABLE POLICIES TO HELP MORE STUDENTS SUCCESSFULLY PURSUE EDUCATION AFTER HIGH SCHOOL.3. CHAMPIONING SYSTEMIC CHANGES IN BOTH K-12 AND HIGHER EDUCATION THAT BETTER SUPPORT STUDENTS THROUGH THE POSTSECONDARY PIPELINE.(CONTINUED ON SCHEDULE O)BOLSTER SKILLSTO DO THEIR BEST WORK FOR STUDENTS, INDIVIDUALS WHO PROVIDE COLLEGE ACCESS AND SUCCESS SERVICES MUST BE WELL-TRAINED AND WELL-INFORMED.NCAN PROVIDES OUR MEMBERS WITH TOOLS TO IMPROVE AND GROW, OPPORTUNITIES TO SHARE AND LEARN EFFECTIVE PRACTICES, PERIODIC REGRANTS FOR NEW INITIATIVES, AND INSIGHT INTO NATIONAL TRENDS AND RESEARCH. PROFESSIONAL DEVELOPMENT RESOURCES INCLUDE FREQUENT WEBINARS, MODERATED PEER EXCHANGES, A COMPREHENSIVE E-LEARNING CURRICULUM, AND AN ANNUAL CONFERENCE WITH DOZENS OF JURIED WORKSHOP SESSIONS. NCAN'S BLOG AND WEEKLY NEWSLETTER KEEP MEMBERS UP TO DATE ON THE LATEST RESEARCH, POLICY DEVELOPMENTS, GRANT OPPORTUNITIES, AND INNOVATIVE PROGRAM STRATEGIES. NCAN ALSO PROVIDES A GROWING SUITE OF RESOURCES RELATED TO DIVERSITY, EQUITY, AND INCLUSION, A CRITICAL SUBJECT FOR OUR FIELD.ADVOCATE FOR POLICY SOLUTIONSNCAN MOBILIZES THE VOICES OF OUR MEMBER ORGANIZATIONS AND THEIR STUDENTS TO ENSURE THAT THEIR PERSPECTIVES ARE REPRESENTED IN HIGHER EDUCATION POLICY DISCUSSIONS.NCAN ALSO DEVELOPS AND ADVOCATES FOR PROVEN FEDERAL AND STATE POLICIES, SUCH AS SIMPLIFYING THE FINANCIAL AID PROCESS, INCREASING NEED-BASED AID, AND ALLOWING STUDENTS TO ACCESS PUBLIC BENEFITS FOR FOOD SECURITY, INCOME ASSISTANCE, AND CHILDCARE. CHANGES LIKE THESE ARE IMPERATIVE TO ENABLE MANY MORE EAGER AND AMBITIOUS STUDENTS TO COMPLETE COLLEGE.CHAMPION SYSTEMS CHANGETHE HISTORICALLY DISCONNECTED NATURE OF K-12 SCHOOLS AND HIGHER EDUCATION SYSTEMS IS A MAJOR CONTRIBUTOR TO INEQUITABLE COLLEGE GRADUATION RATES FOR STUDENTS OF COLOR AND STUDENTS EXPERIENCING POVERTY.NCAN ENGAGES WITH K-12 AND POSTSECONDARY SYSTEM LEADERS TO ADVANCE STRATEGIES FOR MAKING THE TRANSITION FROM HIGH SCHOOL TO COLLEGE CLEARER AND MORE ACCESSIBLE FOR STUDENTS AND SUPPORTING MORE STUDENTS THROUGH GRADUATION. NCAN EXPLORES, DOCUMENTS, AND SHARES EFFECTIVE SYSTEM PRACTICES AND PROVIDES THOUGHT LEADERSHIP THAT INSPIRES LEADERS TO TAKE ACTION. 2970147 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 32 0 1 19 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 OH X KIMBERLY COOK 2023474848 800 17TH STREET NW 630 WASHINGTON DC 20006 NATHANIEL EASLEY PRESIDENT 1.00 X X 0 0 0 STEVE COLON VICE PRESIDENT 1.00 X X 0 0 0 ADAM BERG TREASURER 1.00 X X 0 0 0 JAMIE SEARS SECRETARY 1.00 X X 0 0 0 TINA FERNANDEZ BOARD MEMBER 1.00 X 0 0 0 AMY KERWIN BOARD MEMBER 1.00 X 0 0 0 PAUL LUNA BOARD MEMBER 1.00 X 0 0 0 CANDY MARSHALL BOARD MEMBER 1.00 X 0 0 0 RICARDO TORRES BOARD MEMBER 1.00 X 0 0 0 CATALINA CIFUENTES BOARD MEMBER 1.00 X 0 0 0 SUJUAN W BOUTTE BOARD MEMBER 1.00 X 0 0 0 CAROLINE ALTMAN SMITH BOARD MEMBER 1.00 X 0 0 0 JERIAN KEREKES BOARD MEMBER 1.00 X 0 0 0 KIMBERLY COOK CEO 37.50 X 207626 0 29981 SARA MELNICK DIRECTOR OF FINANCE & SPEC. PROJ. 37.50 X 136856 0 19970 ELIZABETH MORGAN DIRECTOR OF EXTERNAL RELATIONS 37.50 X 168394 0 23381 COLETTE HADLEY DIRECTOR OF CONSULTING SERVICES 37.50 X 142103 0 21289 E MORRALEE KELLER DIRECTOR OF TECHNICAL ASSISTANCE 37.50 X 137419 0 20043 ZENIA HENDERSON DIR. OF MEMBER & PARTNER ENGAGE. 37.50 X 130318 0 17121 CARRIE WARICK-SMITH DIRECTOR OF POLICY & ADVOCACY 37.50 X 103800 0 17701 1026516 0 149486 6 0 1 0 PENN HILL GROUP 777 6TH STREET NW SUITE 650 WASHINGTON DC 20001 GOV'T RELATIONS CONSULTING 124000 1 313842 2524981 2838823 MEMBERSHIP DUES 900099 349781 349781 CONF. REGISTRATIONS 900099 251167 251167 CONTRACTS 900099 140750 140750 E-LEARNING FEES 900099 46750 46750 788448 418 418 100 0 100 100 100 OTHER REVENUE 900099 11733 11733 11733 3639522 788448 0 12251 X 225000 225000 408739 220736 126734 61269 1269988 1174888 26558 68542 158848 146531 3936 8381 97836 83330 7558 6948 131863 110234 11773 9856 22980 7105 15875 122126 122126 638538 487558 150980 2247 2247 41997 40547 1450 56737 55362 1375 62064 60560 1504 13350 5105 8231 14 288009 272161 15820 28 10076 835 9241 6153 6004 149 SUBS. & PUBS. 38316 37387 929 DUES 20150 20150 C.C. PROCESSING FEES 15323 10150 5173 PAYROLL FEES 6427 4257 2170 3636767 2970147 511582 155038 510978 187467 4363707 4769763 630000 835000 1608 20042 169275 115220 395309 273912 12463 121397 0 1465542 5688031 7514431 228979 134214 105464 141119 313842 968239 3164836 1616524 3440169 X 2731816 3012486 1339691 1061776 4071507 4074262 5688031 7514431 2755 0 X 0 1 X 1 0 X 7401499 1776728 2325149 5711361 2838823 20053560 7401499 1776728 2325149 5711361 2838823 20053560 13414438 6639122 5440 16047 13471 1193 418 36569 11965 21673 26298 6175 11733 77844 20167973 4998422 0.32920 0.33250 X PART II, SECTION C, LINE 17A NATIONAL COLLEGE ATTAINMENT NETWORK (NCAN) QUALIFIES AS A PUBLIC CHARITY UNDER THE "FACTS AND CIRCUMSTANCES" TEST OF 1.170A-9(F)(3) OF THE TREASURY REGULATIONS, BASED UPON THE FOLLOWING: ITS SUPPORT, AS REPORTED FOR 2021, IS 32.92%, THEREBY MEETING THE REQUIREMENT OF 1.170A-9(F)(3)(I). NCAN IS ORGANIZED AND OPERATED SO AS TO ATTRACT NEW AND ADDITIONAL FUNDING ON A CONTINUOUS BASIS, THEREBY MEETING THE REQUIREMENT OF 1.170A-9(F)(3)(II). NCAN IS DIVERSIFYING ITS CURRENT SUPPORT AND BROADENING ITS AVENUES OF FUNDING. RECOGNIZING THE VALUE OF NCAN'S WORK TO CLOSE EQUITY GAPS IN POSTSECONDARY ATTAINMENT FOR ALL STUDENTS, MORE ORGANIZATIONS CONTINUE TO PROVIDE NCAN WITH SUPPORT TO BOTH HELP THE ORGANIZATION CONTINUE AND EXPAND ITS PROGRAM AND STRENGTHEN ITS OPERATIONS. NCAN'S PUBLIC SUPPORT, AT 32.92%, IS ABOVE THE 10% MINIMUM REQUIRED FOR THE "FACTS AND CIRCUMSTANCES" TEST, THEREBY MEETING THE REQUIREMENT OF 1.170A-9(F)(3)(III). IN MEETING THE REQUIREMENT OF 1.170A-9(F)(3)(I), NCAN HAS RECEIVED SUPPORT FROM A NUMBER OF FOUNDATIONS, INDIVIDUALS, AND OTHER EDUCATION ORGANIZATIONS RATHER THAN RECEIVING ALL OR MOST OF ITS SUPPORT FROM A SINGLE SOURCE. IN FACT, NCAN HAS RECEIVED FINANCIAL SUPPORT FROM SEVERAL INDIVIDUAL DONORS AND OTHER EDUCATION ORGANIZATIONS, IN ADDITION TO GRANTS RECEIVED FROM A NUMBER OF DIFFERENT FOUNDATIONS. IN THIS RESPECT, NCAN MEETS THE REQUIREMENT OF 1.170A-9(F)(3)(III)(B). NCAN REMAINS AN ORGANIZATION COMMITTED TO SERVING THE PUBLIC THROUGH ITS WORK. NCAN CONTINUES TO HELP STUDENTS ACCESS AND SUCCEED IN COLLEGE THROUGH THREE INITIATIVES: BOLSTERING THE SKILLS OF COLLEGE ACCESS AND SUCCESS PRACTITIONERS THROUGH PRACTICE DEVELOPMENT; ADVOCATING FOR MORE EQUITABLE POLICIES TO HELP MORE STUDENTS SUCCESSFULLY PURSUE EDUCATION AFTER HIGH SCHOOL; AND CHAMPIONING SYSTEMIC CHANGES IN BOTH K-12 AND HIGHER EDUCATION THAT BETTER SUPPORT STUDENTS THROUGH THE POSTSECONDARY PIPELINE. IN THIS MANNER, NCAN MEETS THE REQUIREMENT OF 1.170A-9(F)(3)(III)(D). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13333 5145 18478 3618289 3636767 331838 82960 0 0 395102 380382 416616 331838 1523938 2285907 16667 19091 13712 18478 67948 98776 95096 104154 82960 380986 571479 6558 12933 6497 13333 39321 15107 321 14786 52309 42978 9331 327893 230613 97280 121397 RIGHT-OF-USE ASSETS 1465542 1465542 REFUNDABLE ADVANCES 1587330 OPERATING LEASE LIABILITIES 1577506 3164836 X 3639422 0 3639422 100 100 3639522 3636667 0 3636667 100 100 3636767 PART X, LINE 2: FOR THE YEARS ENDED JUNE 30, 2022 AND 2021, THE ORGANIZATION HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: GAIN ON DISPOSAL OF ASSETS REPORTED AS REVENUE ON FORM 990 100. PART XII, LINE 4B - OTHER ADJUSTMENTS: GAIN ON DISPOSAL OF ASSETS REPORTED AS REVENUE ON FORM 990 100. 1 UNITED WAY OF SOUTH CENTRAL MICHIGAN 330 MARSHALL STREET SUITE 203 LANSING MI 48912 381359193 501(C)(3) 30000 0 RE-ENGAGING STUDENTS IN COLLEGE ENROLLMENT AND PERSISTENCE REGENTS OF THE UNIVERSITY CALIFORNIA 1156 HIGH STREET SANTA CRUZ CA 95064 941539563 501(C)(3) 30000 0 RE-ENGAGING STUDENTS IN COLLEGE ENROLLMENT AND PERSISTENCE EDUCATION IS FREEDOM FOUNDATION 3000 PEGASUS PARK DRIVE SUITE 704 DALLAS TX 75247 043643313 501(C)(3) 30000 0 RE-ENGAGING STUDENTS IN COLLEGE ENROLLMENT AND PERSISTENCE ACADEMIC SUCCESS PROGRAM DALLAS 5440 HARVEST HILL ROAD SUITE 234 DALLAS TX 75230 264673797 501(C)(3) 30000 0 RE-ENGAGING STUDENTS IN COLLEGE ENROLLMENT AND PERSISTENCE FIRST CALL FOR HELP OF BROWARD INC 3317 NW 10TH TERRACE SUITE 403 FORT LAUDERDALE FL 33309 650589294 501(C)(3) 30000 0 RE-ENGAGING STUDENTS IN COLLEGE ENROLLMENT AND PERSISTENCE MICHIGAN COLLEGE ACCESS NETWORK 200 N WASHINGTON SQUARE SUITE 420 LANSING MI 48933 364619627 501(C)(3) 30000 0 RE-ENGAGING STUDENTS IN COLLEGE ENROLLMENT AND PERSISTENCE SAN DIEGO STATE UNIVERSITY FOUNDATION 5250 CAMPANILE DRIVE MC 1947 SAN DIEGO CA 92182 956042721 501(C)(3) 30000 0 RE-ENGAGING STUDENTS IN COLLEGE ENROLLMENT AND PERSISTENCE 7 0 PART I, LINE 2: PER SIGNED GRANT AGREEMENTS BETWEEN NCAN AND THE ORGANIZATIONS, GRANTEES MAKE AN ANNUAL REPORT TO NCAN ON GRANT ACTIVITY AND FINANCIALS. GRANT FUNDS MUST BE USED SPECIFICALLY FOR THE PURPOSE OUTLINED IN THE GRANT PROPOSAL. ANY GRANT FUNDS UNEXPENDED OR UNCOMMITTED AT THE END OF THE GRANT PERIOD MUST BE PROMPTLY RETURNED TO NCAN. X X X 0 0 0 0 0 0 0 0 0 KIMBERLY COOK CEO 207626 0 0 0 0 0 26991 0 2990 0 237607 0 0 0 ELIZABETH MORGAN DIRECTOR OF EXTERNAL RELATIONS 168394 0 0 0 0 0 21891 0 1490 0 191775 0 0 0 COLETTE HADLEY DIRECTOR OF CONSULTING SERVICES 142103 0 0 0 0 0 18473 0 2816 0 163392 0 0 0 E MORRALEE KELLER DIRECTOR OF TECHNICAL ASSISTANCE 137419 0 0 0 0 0 17864 0 2179 0 157462 0 0 0 SARA MELNICK DIRECTOR OF FINANCE & SPEC. PROJ. 136856 0 0 0 0 0 17791 0 2179 0 156826 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 NATIONAL COLLEGE ATTAINMENT NETWORK HAS MEMBERS. THE ONLY RIGHT GIVEN TO REGULAR MEMBER ORGANIZATIONS IS THE RIGHT TO ELECT THE MEMBERS OF NCAN'S GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7A EACH YEAR AT THE NCAN ANNUAL MEETING EACH REGULAR MEMBER ORGANIZATION IS GIVEN ONE VOTE TO CAST FOR ANY NEW AND RENEWING BOARD MEMBERS FOR THAT PARTICULAR YEAR. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS OF THE ORGANIZATION ELECT THE ORGANIZATION'S BOARD OF DIRECTORS AT THE ANNUAL MEMBERSHIP MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE FEDERAL FORM 990 IS REVIEWED INITIALLY BY THE IN-CHARGE ACCOUNTANT, THEN REVIEWED BY MANAGEMENT. THE FINAL PRODUCT IS MADE AVAILABLE FOR REVIEW AND COMMENTS TO THE BOARD OF DIRECTORS PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY THROUGH ANNUAL BOARD MEETINGS AND STAFF MEETINGS. AT ANY TIME THAT A CONFLICT OF INTEREST OR POTENTIAL CONFLICT OF INTEREST IS IDENTIFIED, THE CHAIR OF THE BOARD OR A CHAIR OF THE APPLICABLE COMMITTEE WILL ENSURE THAT SUCH CONFLICT OF INTEREST IS PLACED ON THE AGENDA FOR THE NEXT MEETING OF THE BOARD OF DIRECTORS OR THE COMMITTEE, AS APPLICABLE. AT THE MEETING, PROVIDING A QUORUM IS PRESENT, THE CONFLICT WILL BE DISCUSSED TO ENSURE THAT THE DIRECTORS PRESENT ARE AWARE OF THE ISSUES AND THE FACTORS INVOLVED. THE INTERESTED DIRECTORS MAY BE COUNTED FOR PURPOSES OF A QUORUM, EVEN THOUGH THEY MAY NOT TAKE PART IN ANY VOTE ON THE ISSUES. ALL INTERESTED DIRECTORS MUST ABSTAIN FROM VOTING AND, IF NECESSARY, LEAVE THE ROOM WHEN THE VOTE IS TAKEN. THE BOARD OF DIRECTORS OR THE COMMITTEE, AS APPLICABLE, WILL MAINTAIN A WRITTEN ACCOUNT OF ALL THAT TRANSPIRES AT THE MEETING AND INCORPORATE SUCH ACCOUNT INTO THE MINUTES OF THE MEETING AND DISSEMINATE IT TO THE FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15A FOR THE CHIEF EXECUTIVE OFFICER, A BOARD COMMITTEE REVIEWS COMPARABILITY DATA AND A BENCHMARKING STUDY PERFORMED BY AN HR CONSULTANT AND THE ED'S COMPENSATION IS THEN DECIDED UPON. MANAGEMENT REVIEWS COMPARABILITY DATA AND A STUDY PERFORMED BY AN HR CONSULTANT IN SETTING COMPENSATION FOR EMPLOYEES. THE LAST COMPENSATION REVIEW FOR THE CEO TOOK PLACE IN JULY OF 2022. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE SHARED WITH MEMBERS AT THE ANNUAL MEETING, AND ARE POSTED TO THE ORGANIZATION'S WEBSITE UNDER THE MEMBERS ONLY SECTION. THESE DOCUMENTS ARE ALSO AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 389,413. MANAGEMENT AND GENERAL EXPENSES 25,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 414,413. RECRUITMENT: PROGRAM SERVICE EXPENSES 8,000. MANAGEMENT AND GENERAL EXPENSES 52,655. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 60,655. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 90,145. MANAGEMENT AND GENERAL EXPENSES 73,325. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 163,470.