2025-07-14T11:47:39-05:00 2024-08-31 812950760 SAX LLP 389 INTERPACE PARKWAY STE 3 PARSIPPANY NJ 07054 990 2023-09-01 273238471 AMERICA ACHIEVES INC AMER 6463898894 244 FIFTH AVENUE SUITE F71 NEW YORK NY 10001 JONATHAN SCHNUR CEO 6463898894 2025-07-14 1 0 MARQUS WHITE P00053187 9734726250 2025-07-14 2023 2025-03-06 01:10:19Z JONATHAN SCHNUR 244 FIFTH AVENUE SUITE F71 NEW YORK NY 10001 16557211 0 X WWW.AMERICAACHIEVES.ORG X 2010 NY AMERICA ACHIEVES IS DEVOTED TO ADVANCING ECONOMIC AND EDUCATIONAL OPPORTUNITY, MOBILITY, AND PATHWAYS TO GOOD JOBS AND CAREERS, INCLUDING FOR LOW- AND MODERATE-INCOME AND OTHER UNDERSERVED COMMUNITIES. 9 8 18 8 0 0 10344068 16454000 221000 0 45142 95560 1000 7651 10611210 16557211 7876609 372000 0 0 3097419 1904493 0 0 572022 4905531 7787697 15879559 10064190 -5268349 6493021 6931163 11696447 2526738 799001 4404425 10897446 X SEE SCHEDULE O 0 0 8415188 372000 COMPETITIVENESS & OPPORTUNITY:TECH HUBS PLANNING AND APPLICATION SUPPORTWE SUCCESSFULLY PROVIDED TECHNICAL ASSISTANCE TO REGIONAL COALITIONS APPLYING TO BECOME TECH HUBS AFTER WE HAD PREVIOUSLY CALLED FOR CONGRESS TO APPROPRIATE $500 MILLION FOR THE TECH HUBS PROGRAM. WE SUPPORTED A TOTAL OF 13 REGIONS ACROSS PHASES I AND II OF THE TECH HUBS COMPETITION, OF WHICH SIX ULTIMATELY RECEIVED LARGE-SCALE IMPLEMENTATION GRANTS, A WIN RATE OF 46% (MORE THAN 15X THE NATIONAL WIN RATE). TOGETHER, THESE SIX HUBS THAT WE HELPED DESIGN ACCOUNTED FOR A TOTAL OF $225M IN FEDERAL FUNDING. (CONTINUED ON SCHEDULE O)AMERICA ACHIEVES WORKED WITH EVERY REGIONAL COALITION TO HELP THEM CLEARLY UNDERSTAND THE OPPORTUNITY AND IMPORTANCE OF EXPANDING EFFECTIVE AND ACCESSIBLE CAREER PATHWAYS IN THE CONTEXT OF THEIR PLANS, AND TO LEVERAGE A DATA-DRIVEN APPROACH AS WELL AS THROUGH INCLUSIVE GOVERNANCE PRACTICES AND WRAPAROUND SERVICES FOCUSED ON ADDRESSING KNOWN BARRIERS TO PARTICIPATION, LIKE CHILDCARE AND TRANSPORTATION. THESE SIX REGIONS ALONG WITH FIVE OTHER FINALISTS THAT WE SUPPORTED ALL HAVE ECONOMIC AND TALENT DEVELOPMENT PLANS SUPPORTED BY MULTI-SECTOR COALITIONS, AND ALL ARE NOW ON A PATH TO ENSURING THAT LOCAL RESIDENTS CONTRIBUTE TO AND BENEFIT FROM HIGH-GROWTH TECH SECTORS ACROSS THE COUNTRY FROM DRONES AND PHOTONICS TO LITHIUM BATTERIES AND PERSONALIZED MEDICINE. THESE TECH HUBS AIM TO CREATE MORE THAN 100,000 JOBS AND ALIGN TALENT PIPELINES WITH THESE OPPORTUNITIES TO ENSURE FAIR ACCESS TO PATHWAYS TO GOOD JOBS FOR LOCAL RESIDENTS AND UNDERSERVED INDIVIDUALS AND COMMUNITIES. .THESE REGIONS OFFER PROMISING PATHWAYS TO HIGH-VALUE CREDENTIALS, INCLUDING INDUSTRY-DESIGNED AND MORE TRADITIONAL PATHS THROUGH THE COMMUNITY COLLEGE SYSTEM TO HELP LEARNERS SECURE WORK IN THE HIGH-GROWTH SECTORS. SEVERAL EXAMPLES FOLLOW:THE TULSA HUB FOR EQUITABLE & TRUSTWORTHY AUTONOMY (THETA) WILL TRANSFORM THE TULSA, OK REGION INTO A GLOBALLY COMPETITIVE HUB FOR THE DEVELOPMENT, TESTING, MANUFACTURING, AND DEPLOYMENT OF CYBER-SECURE AUTONOMOUS SYSTEMS, SUCH AS DRONES. AS A RESULT OF THIS WORK, WE HAVE SEEN NEW PATHWAYS TO CREDENTIALS IMPLEMENTED. THE TEAS CAREER ADVANCEMENT PROGRAM (T-CAP), LED BY ATLAS SCHOOL, IS A VOCATIONAL-LEARNING MODEL THAT WILL PROVIDE INDUSTRY-DESIGNED CONTINUING EDUCATION MODULES TO UPSKILL NEW HIRES AND EXISTING WORKERS WITH KEY TEAS SPECIALTIES. THE TCC CERTIFICATE WILL CREATE A NEW SOFTWARE DEVELOPMENT AND COMPUTER ENGINEERING CERTIFICATE PROGRAM THAT PROVIDES A PATHWAY INTO TWO- AND FOUR-YEAR DEGREE PROGRAMS IN THE REGION AND PROVIDES STUDENTS WITH INDUSTRY EXPOSURE THROUGH ON-THE-JOB TRAINING. TULSA UNIVERSITY HAS DESIGNED A MINOR IN AI FOR AUTONOMOUS SYSTEMS TO COMPLEMENT THE EXISTING COMPUTER SCIENCE AND CYBERSECURITY CURRICULUM, INCLUDING MARKETING SUPPORT TO PROVIDE STUDENTS WITH CROSS-DISCIPLINARY OPPORTUNITIES TO BUILD AI LITERACY. THE TEAS CAREER ADVANCEMENT PROGRAM WILL ALSO BE AN ESSENTIAL AVENUE FOR ENHANCING THE TEAS-SPECIFIC SKILL SETS OF WORKERS ACROSS THE TULSA REGION AND ENABLING LOCAL INDUSTRY TO LEVERAGE THE REGION'S VAST WORKFORCE WITH TRANSFERABLE SKILLS. T-CAP WILL TARGET NEW HIRES AND THOSE TRANSITIONING TO TEAS CAREERS AND WILL FOCUS ON PROVIDING TEAS-RELEVANT SKILLS, SUCH AS MACHINE LEARNING AND THE PYTHON PROGRAMMING LANGUAGE. THIS PROGRAM ENABLES TEAS EMPLOYERS TO SAVE COSTS ON RECRUITING AND RELOCATING TALENT WHILE OFFERING THE LOCAL KNOWLEDGE ECONOMY TECHNICAL WORKFORCE AN AVENUE TO TRANSITION INDUSTRIES EARLY OR MID-CAREER. IT IS AN EXCITING EXAMPLE OF THE TRAINING AND NEW LEARNING BEING PROVIDED TO ADULT LEARNERS THROUGH THESE GRANT OPPORTUNITIES.THE WISCONSIN BIOHEALTH TECH HUB AIMS TO DRAW ON WISCONSIN'S STORIED MANUFACTURING HISTORY AND ITS EMERGING RESEARCH STRENGTHS IN BIOTECH TO POSITION THE STATE AS A GLOBAL LEADER IN PERSONALIZED MEDICINE, AN EMERGING HEALTHCARE APPROACH THAT TAILORS TESTS, TREATMENTS, AND THERAPIES INFORMED BY A PATIENT'S UNIQUE GENETIC CODE, MEDICAL RECORD, AND ENVIRONMENT. THIS COALITION INCLUDES MILWAUKEE AREA TECHNICAL COLLEGE (MATC-MILWAUKEE) AND MADISON AREA TECHNICAL COLLEGE (MADISON COLLEGE), WHICH WILL BE EXPANDING AND LAUNCHING CREDENTIAL PATHWAYS IN PARTNERSHIP WITH WRAPAROUND AND CAREER NAVIGATION SUPPORTS FROM REGIONAL WORKFORCE BOARDS TO MEET THE NEEDS OF EMPLOYERS AND TRAINEES/WORKERS TO ENSURE A BROADER AND DEEPER TALENT POOL. OVERALL, THE PROJECT AIMS TO PREPARE AND PLACE WORKERS IN GOOD JOBS IN BIOHEALTH, PERSONALIZED HEALTH, AND ASSOCIATED MANUFACTURING AND TECHNOLOGY SECTORS WITHIN FIVE YEARS, WITH 30% OF THESE WORKERS COMING FROM HISTORICALLY UNDER-REPRESENTED RACIAL/ETHNIC GROUPS.HEADWATERS HUB SEEKS TO ESTABLISH MONTANA AS A GLOBAL LEADER IN THE DEVELOPMENT AND PRODUCTION OF "SMART PHOTONIC SENSORS'' PRIMARILY OPTICAL AND LASER TECHNOLOGIES AND WAYS THAT LOCAL BUSINESSES AND WORKERS CAN ENSURE CUTTING-EDGE TECHNOLOGY, IN COMBINATION WITH ARTIFICIAL INTELLIGENCE AND MACHINE LEARNING, CAN BE APPLIED TO SELF-DRIVING VEHICLES, EMISSIONS TRACKING, AND FARM AND WILDFIRE MANAGEMENT, AMONG OTHER APPLICATIONS. MONTANA'S PROPOSAL CENTERS ON RURAL AND TRIBAL COMMUNITIES AND SEEKS TO ENSURE THAT THESE COMMUNITIES HELP LEAD HUB PROJECTS AND SHARE IN THEIR EXPECTED BENEFITS, PARTICULARLY WITH REGARD TO JOB CREATION. IMPLEMENTATION SUPPORT FOR OTHER COMPETITIVE FEDERAL INVESTMENTS (BUILD BACK BETTER REGIONAL CHALLENGE, GOOD JOBS CHALLENGE)ADDITIONALLY, OVER THE PAST YEAR, WE HAVE ACTIVELY SUPPORTED 7 REGIONS RECEIVING BUILD BACK BETTER REGIONAL CHALLENGE GRANTS AND GOOD JOBS CHALLENGE GRANTS (PROGRAMS WE HELPED DESIGN) TO BUILD THEIR WORKFORCE INTERMEDIARY CAPACITY THROUGH OUR EDUCATION-TO- EMPLOYMENT (E2E) APPLIED PROFESSIONAL LEARNING COHORT THAT INCLUDED WORKSHOPS FEATURING REGIONAL EXEMPLARS FROM ACROSS THE COUNTRY, PEER LEARNING, AND TECHNICAL ASSISTANCE. (CONTINUED ON SCHEDULE O)FOLLOWING THIS, WE BEGAN DEVELOPING OUR TECHNICAL ASSISTANCE TEAMS AND APPROACH TO PROVIDE CUSTOMIZED SUPPORT TO FOUR REGIONAL COALITIONS, ALONG WITH AN APPLIED PROFESSIONAL LEARNING COHORT FOR 11 REGIONS. WE ARE PARTNERING WITH BROOKINGS METRO TO PROVIDE THIS APPLIED COMMUNITY PRACTICE, ALONG WITH ACCOMPANYING RESEARCH BRIEFS AND WEBINARS THAT SHARE INSIGHTS AND EMERGING EVIDENCE FROM INCLUSIVE ECONOMIC INITIATIVES ACROSS THE COUNTRY.THESE SUPPORTS - RANGING FROM DEDICATED ADVISORS TO A SOON-TO-BE-LAUNCHED APPLIED PROFESSIONAL LEARNING COHORT TO CAPACITY-BUILDING GRANTS - HAVE FOCUSED ON HELPING REGIONS STRENGTHEN THEIR MULTI-SECTOR COALITIONS, BEGIN TO IMPLEMENT STRATEGICALLY COHERENT OUTCOMES-FOCUSED GOVERNANCE PRACTICES, AND BUILD BACKBONE ORGANIZATION CAPACITY. STRATEGIC PLANNING AND ASSOCIATED DESIGN WORK FOR ALIGNING THE SUPPLY AND DEMAND OF TALENT WITH REGIONAL ECONOMIC DEVELOPMENTDURING THE GRANT PERIOD, WE ALSO DESIGNED THE NEXT PHASE OF OUR WORK: THE GOOD JOBS ECONOMY INITIATIVE. A CENTERPIECE OF THIS WORK IS TO ALIGN THE SUPPLY OF DIVERSE TALENT WITH THE DEMAND FOR GOOD JOBS, DRIVING BOTH EQUITY AND GROWTH IN KEY ECONOMIC INNOVATION SECTORS, AS WELL AS IN-DEMAND LOCAL OCCUPATIONS. OUR NATIONAL SECURITY AND ECONOMIC COMPETITIVENESS DEPENDS ON A MUCH BROADER SET OF OUR POPULATION SET UP TO DRIVE AND BENEFIT FROM ECONOMIC GROWTH AND INNOVATION. TO ADDRESS THIS CHALLENGE, PLACE-BASED EFFORTS ARE CRUCIAL PARTLY BECAUSE SO MANY PLACES RISK BEING LEFT BEHIND WITHOUT A FOCUSED PLACE-BASED STRATEGY, AND BECAUSE LABOR MARKETS ARE MOSTLY LOCAL. THE IMPLICATIONS FOR THE ECONOMY AND DEMOCRACY ARE SEVERE UNLESS A LARGER AND DIVERSE SET OF COMMUNITIES ARE HELPING TO DRIVE AND BENEFIT FROM ECONOMIC GROWTH AND INNOVATION. THIS NEXT PHASE OF OUR STRATEGY INCLUDES PROVIDING ENHANCED SUPPORT TO A SMALL SET OF PROOF-POINT REGIONS TO DEMONSTRATE INCLUSIVE ECONOMIC GROWTH, PROVIDING A SET OF CORE SUPPORTS TO HELP A BROADER SET OF REGIONS MAKE PROGRESS TOWARD THEIR REGIONAL VISIONS, AND SUPPORTING A SET OF STATES TO BUILD STATEWIDE WORKFORCE INTERMEDIARY CAPACITY AND THE CONDITIONS AND POLICIES TO SUPPORT, SCALE, AND SUSTAIN THE REGIONAL WORK. ONE OF THE KEY FEATURES OF THIS WORK AT BOTH THE REGIONAL AND STATE LEVELS IS TO BUILD WORKFORCE INTERMEDIARY CAPACITY TO DEVELOP, COORDINATE, AND SUSTAIN EXPANDED PATHWAYS TO OPPORTUNITY. THIS INCLUDES ALIGNING TRAINING SYSTEMS TO INDUSTRY DEMAND LINKED TO GOOD JOBS AND ASSOCIATED CAREER NAVIGATION AND WRAPAROUND SUPPORT TO HELP LOCAL RESIDENTS ACCESS, BENEFIT FROM, AND CONTRIBUTE TO ECONOMIC OPPORTUNITY IN THEIR COMMUNITIES. THIS STATE-LEVEL WORK ALSO INCLUDES ENABLING POLICIES, LONGITUDINAL DATA SYSTEMS TO CLARIFY GAPS BETWEEN DEMAND AND SUPPLY OF TALENT FOR GOOD JOBS AND TRACK EQUITY OF OUTCOMES, SUSTAINABLE FUNDING STREAMS, AND MULTI-SECTOR COALITIONS ACROSS REGIONS THAT INCLUDE LARGE EMPLOYERS, HIGHER EDUCATION INSTITUTIONS, AND STATE GOVERNMENT.WE WILL COMPLETE THE THREE-YEAR STRATEGIC PLAN ALIGNED TO THIS DIRECTION IN THE FIRST HALF OF 2025 AND FULLY LAUNCH THIS WORK IN THE SUMMER OR FALL OF 2025. 8415188 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 53 0 1 18 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X MING CHEUK 6463898894 244 FIFTH AVENUE SUITE F71 NEW YORK NY 10001 JON SCHNUR CEO 40.00 X X 342106 0 28500 KEITH FROME CHAIRMAN 1.00 X X 0 0 0 GIL DICKOFF DIR.& TREASURER 1.00 X X 0 0 0 JEAN DESRAVINES DIRECTOR 0.75 X 0 0 0 CHRISTOPHER CHADWICK DIRECTOR 0.75 X 0 0 0 MORA SEGAL DIRECTOR 0.75 X 0 0 0 MIKE JOHNSTON DIRECTOR 0.75 X 0 0 0 MAURICE JONES DIRECTOR 0.75 X 0 0 0 STEFAN PRYOR DIRECTOR 0.75 X 0 0 0 DIANE FORD CHIEF FINANCIAL AND ADMININSTRATIVE OFFICER 40.00 X 208080 0 24674 RAM CAPOOR INTERIM CHIEF FINANCIAL & ADMINISTRATIVE OFFICER 40.00 X 118997 0 266 ALLISON BAJRACHARYA CHIEF STRATEGY OFFICER 40.00 X 256386 0 29039 JOANNA MIKULSKI CHIEF FEDERAL POLICY AND DATA OFFICER 40.00 X 238136 0 16953 ALLISON JONES SENIOR DIRECTOR 40.00 X 164487 0 65 MOLLY DILLON DIRECTOR OF POLICY ADVOCACY 40.00 X 177850 0 9107 WILLIAM GARRETT SENIOR POLICY ADVISOR 40.00 X 114900 0 0 WILLIAM C FERGUSON PROGRAM DIRECTOR 40.00 X 153900 0 0 AUSTIN THOMPSON SENIOR DIRECTOR 40.00 X 137635 0 8428 1912477 0 117032 10 0 1 0 MCKINSEY & COMPANY INC 140 FOUNTAIN PARKWAY NORTH ST PETERSBURG FL 33716 PROJECT CONSULTANT 1162000 S3DC LLC 351 L STREET SE WASHINGTON DC 20003 PROJECT CONSULTANT 318700 JAY ALTMAN 8221 FRERET STREET NEW ORLEANS LA 70188 PROGRAM ADVISOR 298688 LEWIS-BURKE ASSOCIATES LLC 440 1ST STREET NW SUITE 700 WASHINGTON DC 20001 PROJECT CONSULTANT 239583 DELIVERY ASSOCIATES LIMITED 228 E 4TH STREET SUITE 9E NEW YORK NY 10017 GRANT CONSULTING 231099 15 16454000 16454000 95560 95560 MISCELLANEOUS 900099 7651 7651 7651 16557211 0 0 103211 X 255000 255000 117000 117000 773504 521143 155061 97300 910894 720477 155952 34465 110393 100188 5554 4651 109702 78664 22443 8595 44616 5695 38921 50000 50000 47568 47568 7040840 6066863 551691 422286 44518 19301 25217 385294 342473 38096 4725 140716 140716 25970 25970 MISCELLANEOUS 6160 40 6120 MEMBER DUES AND SUBSCRI 2015 60 1955 10064190 8415188 1076980 572022 401652 108053 3211802 11532877 3275000 1391 42720 41318 12797 28700 28700 0 0 6931163 11696447 1351738 799001 1175000 0 2526738 799001 X 54507 10275085 4349918 622361 4404425 10897446 6931163 11696447 6493021 0 X 0 1 X 1 0 X 2332658 17676000 27159584 10344068 16454000 73966310 2332658 17676000 27159584 10344068 16454000 73966310 38435903 35530407 1920 199 2243 45142 95560 145064 20778 4431 1000 7651 33860 74145234 337925 0.47920 0.39550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 59557 59557 8396537 8456094 572805 143201 0 0 379434 1000000 869686 572805 2821925 4232888 18820 21858 41533 59557 141768 94859 250000 217422 143201 705482 1058223 28700 28700 0 0 X 16557211 0 16557211 0 16557211 10064190 0 10064190 0 10064190 PART X, LINE 2: THE ORGANIZATION DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY MATERIAL, UNCERTAIN TAX POSITIONS. TAX FILINGS FOR THE PERIODS ENDING AUGUST 31, 2021 AND LATER ARE SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. 1 ACCELERATE MONTANA 1121 EAST BROADWAY STREET MISSOULA MT 59802 810529738 501(C)(3) 30000 0 MONTANA HEADWATERS TECH HUB SUPPORT COMMONWEALTH CENTER FOR ADVANCED MANUFACTURING 5520 WEST QUAKER RD DISPUTANTA VA 23842 272922154 501(C)(3) 40000 0 EDUCATION TO EMPLOYMENT (E2E) SUB-GRANTS DETROIT REGIONAL PARTNERSHIP FOUNDATION 1001 WOODWARD AVENUE STE 800 DETROIT MI 48226 831361974 501(C)(3) 40000 0 EDUCATION TO EMPLOYMENT (E2E) SUB-GRANTS ECONOMIC DEVELOPMENT CORPORATION OF LOS ANGELES COUNTY 444 SOUTH FLOWER STREET SUITE 3700 LOS ANGELES CA 90071 953643339 501(C)(3) 40000 0 EDUCATION TO EMPLOYMENT (E2E) SUB-GRANTS NC A&T STATE UNIVERSITY 1601 EAST MARKET STREET GREENSBORO NC 27411 566000007 501(C)(3) 20000 0 EDUCATION TO EMPLOYMENT (E2E) SUB-GRANTS THE RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NEW YORK 4400 VESTAL PARKWAY EAST BINGHAMTON NY 13902 141368361 501(C)(3) 40000 0 EDUCATION TO EMPLOYMENT (E2E) SUB-GRANTS THE UNIVERSITY OF TEXAS AT EL PASO 500 WEST UNIVERSITY AVENUE EL PASO TX 79968 746000813 501(C)(3) 40000 0 EDUCATION TO EMPLOYMENT (E2E) SUB-GRANTS 8 STIPEND 16 117000 PART I, LINE 2: ONCE AN AGREEMENT IS REACHED, THE PROGRAM LEAD OR OTHER DESIGNATED PERSON FROM AMERICA ACHIEVES AND THE PARTNER ORGANIZATION WILL AGREE ON A PLAN TO MAINTAIN CLOSE COMMUNICATION TO ENSURE THAT AMERICA ACHIEVES UNDERSTANDS PROGRESS MADE AND ANY CHALLENGES OF THE ONGOING WORK. AMERICA ACHIEVES DOES NOT REQUIRE THE PARTNER ORGANIZATION TO REPORT ON ALL OF THEIR ACTIVITIES. HOWEVER, WE FOCUS ON THE MOST SIGNIFICANT METRICS OF PROGRESS. THE FREQUENCY OF COMMUNICATION AND MEASUREMENT DEPENDS ON THE TYPE OF WORK. AT THE END OF THE PROJECT, THE PARTNER WILL WORK WITH THE PROGRAM OFFICER OR DESIGNATED PERSON AT AMERICA ACHIEVES TO SUBMIT A FINAL REPORT THAT SUMMARIZES THE RESULTS ACHIEVED. X X X X 0 0 0 0 0 0 0 0 0 JON SCHNUR CEO 342106 0 0 0 0 0 0 0 28500 0 370606 0 0 0 ALLISON BAJRACHARYA CHIEF STRATEGY OFFICER 156386 0 100000 0 0 0 0 0 29039 0 285425 0 0 0 JOANNA MIKULSKI CHIEF FEDERAL POLICY AND DATA OFFICE 238136 0 0 0 0 0 0 0 16953 0 255089 0 0 0 DIANE FORD CHIEF FINANCIAL AND ADMININSTRATIVE 208080 0 0 0 0 0 0 0 24674 0 232754 0 0 0 MOLLY DILLON DIRECTOR OF POLICY ADVOCACY 177850 0 0 0 0 0 0 0 9107 0 186957 0 0 0 ALLISON JONES SENIOR DIRECTOR 164487 0 0 0 0 0 0 0 65 0 164552 0 0 0 WILLIAM C FERGUSON PROGRAM DIRECTOR 153900 0 0 0 0 0 0 0 0 0 153900 0 0 0 FORM 990, PART III, LINE 1 AMERICA ACHIEVES' MISSION IS TO ADVANCE ECONOMIC OPPORTUNITY, MOBILITY, AND PATHWAYS TO GOOD JOBS AND CAREERS, INCLUDING FOR LOW AND MODERATE-INCOME AND OTHER UNDERSERVED POPULATIONS AND COMMUNITIES. WE HELP ENSURE AMERICANS CAN OBTAIN THE ECONOMIC AND EDUCATIONAL OPPORTUNITIES THEY NEED TO BE SUCCESSFUL AND CONTRIBUTE TO THEIR COMMUNITIES' SUCCESS IN THE 21ST CENTURY. WE CATALYZE LARGE-SCALE IMPACT BY GENERATING, SUPPORTING, AND INCUBATING HIGH-POTENTIAL IDEAS AND INITIATIVES, ADVANCING PUBLIC POLICY, PROVIDING TECHNICAL ASSISTANCE TO STATE AND LOCAL INITIATIVES, DELIVERING THOUGHT PARTNERSHIP AND PHILANTHROPIC FUNDING TO PROMISING AND SCALABLE MODELS FOR IMPACT, AND CONVENING AND ADVISING PUBLIC SECTOR LEADERS, FOUNDATIONS, AND OTHER KEY LEADERS TO ACCELERATE AND SCALE EVIDENCE-BASED PARTNERSHIPS AND SOLUTIONS. SINCE 2020, AMERICA ACHIEVES HAS LEVERAGED OUR ORGANIZATION, TRACK RECORD, EXPERTISE, CAPACITY, AND NETWORKS TO FOCUS ON ADDRESSING THE ECONOMIC AND EDUCATIONAL IMPACT OF THE COVID-19 CRISIS AND ADVANCING LONG-TERM ECONOMIC REBUILDING AND RECOVERY. AFTER THE COVID PANDEMIC BEGAN, AMERICA ACHIEVES DEVELOPED RESEARCH, PUBLIC POLICY, AND PHILANTHROPIC OPTIONS TO ADDRESS THE EDUCATIONAL, JOBS, AND ECONOMIC CRISES TRIGGERED BY THE PANDEMIC AND TO ENABLE A LONG-TERM ECONOMIC AND EDUCATIONAL RECOVERY WITHIN OUR NATION. WE DEVELOPED PUBLIC POLICY IDEAS, IMPLEMENTATION SUPPORT STRATEGIES FOR COMMUNITIES USING NEWLY ENACTED FEDERAL FUNDING, AND PHILANTHROPIC PROGRAMS TO HELP PUT AMERICANS BACK TO WORK, TO SKILL THEM FOR MIDDLE-CLASS CAREERS, STRENGTHEN THE EDUCATIONAL RECOVERY ESPECIALLY FOR LOW-INCOME STUDENTS, AND DRIVE LONG-TERM INCLUSIVE ECONOMIC INNOVATION. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT PROVIDED THE FINANCE & AUDIT COMMITTEE WITH A DRAFT OF THIS FORM FOR REVIEW AND PROVIDED EDITS TO THE TAX PREPARER. THE DRAFT OF THE 990 WAS ALSO SENT TO THE FULL BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANY TRANSACTION, AGREEMENT OR ARRANGEMENT IN WHICH A RELATED PARTY HAS A FINANCIAL INTEREST AND IN WHICH THE ORGANIZATION IS A PARTICIPANT SHALL BE APPROVED BY THE BOARD OF DIRECTORS OR AN AUTHORIZED BOARD COMMITTEE ONLY AFTER THE BOARD OR THE AUTHORIZED COMMITTEE DETERMINES THAT THE TRANSACTION, AGREEMENT OR ARRANGEMENT IS FAIR, REASONABLE AND IN THE BEST INTEREST OF THE ORGANIZATION. WHEN A DIRECTOR, OFFICER, OR KEY EMPLOYEE OF THE ORGANIZATION BECOMES AWARE THAT HE OR SHE, OR HIS OR HER FAMILY MEMBERS OR RELATED ENTITIES IS INVOLVED IN A CONFLICT TRANSACTION: (A) HE OR SHE SHALL IMMEDIATELY DISCLOSE THE EXISTENCE AND MATERIAL FACTS OF THE FINANCIAL INTEREST IN THE CONFLICT TRANSACTION TO THE AUDIT COMMITTEE OR, IF THERE IS NO AUDIT COMMITTEE, TO THE BOARD; (B) HE OR SHE MAY PARTICIPATE IN THE INFORMATION-GATHERING STAGE OF THE BOARD'S OR THE AUTHORIZED COMMITTEE'S DISCUSSION, BUT SHALL NOT BE PHYSICALLY PRESENT DURING THE FINAL DELIBERATION OR VOTE ON THE CONFLICT TRANSACTION; (C) IF A DIRECTOR, HE OR SHE SHALL NOT VOTE ON THE CONFLICT TRANSACTION; AND (D) HE OR SHE SHALL REFRAIN FROM IMPROPERLY INFLUENCING THE DELIBERATION OR VOTE ON THE CONFLICT TRANSACTION. 2) IN DETERMINING WHETHER TO APPROVE A CONFLICT TRANSACTION, DISINTERESTED DIRECTORS ON THE BOARD OR THE AUTHORIZED COMMITTEE SHALL TAKE INTO ACCOUNT THE RESTRICTIONS REGARDING EITHER SELF-DEALING OR EXCESS BENEFIT TRANSACTIONS UNDER IN ACCORDANCE WITH THE INTERNAL REVENUE CODE. 3) IN DETERMINING WHETHER TO APPROVE A CONFLICT TRANSACTION IN WHICH A RELATED PARTY HAS A "SUBSTANTIAL FINANCIAL INTEREST", NOT JUST A FINANCIAL INTEREST, DISINTERESTED DIRECTORS ON THE BOARD OR THE AUTHORIZED COMMITTEE SHALL, IN ADDITION TO FOLLOWING THE PROCEDURES SET FORTH ABOVE: (A) CONSIDER ALTERNATIVE TRANSACTIONS TO THE EXTENT AVAILABLE; (B) APPROVE THE CONFLICT TRANSACTION BY NOT LESS THAN A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS PRESENT AT THE MEETING OF THE BOARD OR THE AUTHORIZED COMMITTEE; AND (C) CONTEMPORANEOUSLY DOCUMENT IN THE MEETING MINUTES THE BASIS FOR THE BOARD'S OR THE AUTHORIZED COMMITTEE'S APPROVAL OF THE CONFLICT TRANSACTION, INCLUDING ITS CONSIDERATION OF ANY ALTERNATIVE TRANSACTION. 4) ALL QUESTIONS AS TO WHETHER A RELATED PARTY HAS A FINANCIAL INTEREST OR A SUBSTANTIAL FINANCIAL INTEREST IN TRANSACTION, AGREEMENT OR ARRANGEMENT IN WHICH THE ORGANIZATION IS A PARTICIPANT SHALL BE RESOLVED BY A VOTE OF THE BOARD OR THE AUTHORIZED COMMITTEE IN WHICH THE INTERESTED INDIVIDUAL, IF HE OR SHE IS A DIRECTOR, MAY NOT VOTE. 5) THE MINUTES OF THE MEETING OF THE BOARD OR THE AUTHORIZED COMMITTEE CONSIDERING THE CONFLICT TRANSACTION SHALL (I) REFLECT THAT THE RELATED PARTY'S FINANCIAL INTEREST IN THE TRANSACTION, AGREEMENT OR ARRANGEMENT IN WHICH THE ORGANIZATION IS A PARTICIPANT WAS DISCLOSED, (II) STATE THAT THE RELATED PARTY (AND ANY DIRECTOR, OFFICER, OR KEY EMPLOYEE AFFILIATED WITH THE RELATED PARTY) WAS NOT PRESENT DURING THE FINAL DELIBERATION OR VOTE OF THE BOARD OR THE AUTHORIZED COMMITTEE ON THE CONFLICT TRANSACTION, (III) STATE THAT THE RELATED PARTY, IF A DIRECTOR, ABSTAINED FROM VOTING ON THE CONFLICT TRANSACTION, (IV) DESCRIBE THE ACTION TAKEN BY THE BOARD OR THE AUTHORIZED COMMITTEE RELATING TO THE CONFLICT TRANSACTION (E.G., APPROVAL OR DISAPPROVAL), AND (V) DESCRIBE ANY CONSIDERATION OF ALTERNATIVE TRANSACTIONS, TO THE EXTENT APPLICABLE, BY THE BOARD OR THE AUTHORIZED COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 A COMPENSATION SUMMARY WHICH INCLUDES RESEARCH AND COMPARABLE DATA IS COMPLETED FOR ALL EMPLOYEES THAT ARE DESIGNATED OFFICERS, DIRECTORS, AND HIGHLY COMPENSATED AT DATE OF HIRE AND UPON A REQUEST TO CHANGE. THIS PROCESS DOCUMENTS AMERICA ACHIEVES' EFFORT TO ASSESS THE REASONABLENESS OF COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G TECHNICAL ASSISTANCE: PROGRAM SERVICE EXPENSES 3,039,957. MANAGEMENT AND GENERAL EXPENSES 45,632. FUNDRAISING EXPENSES 5,175. TOTAL EXPENSES 3,090,764. COMMUNICATIONS & MARKETING: PROGRAM SERVICE EXPENSES 118,064. MANAGEMENT AND GENERAL EXPENSES 67,340. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 185,404. STRATEGIC PLANNING: PROGRAM SERVICE EXPENSES 1,892,583. MANAGEMENT AND GENERAL EXPENSES 121,550. FUNDRAISING EXPENSES 31,100. TOTAL EXPENSES 2,045,233. POLICY PLANNING: PROGRAM SERVICE EXPENSES 215,700. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 215,700. TEMPORARY SERVICES: PROGRAM SERVICE EXPENSES 795,199. MANAGEMENT AND GENERAL EXPENSES 293,378. FUNDRAISING EXPENSES 10,290. TOTAL EXPENSES 1,098,867. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 322. MANAGEMENT AND GENERAL EXPENSES 23,411. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,733. FUND DEVELOPMENT: PROGRAM SERVICE EXPENSES 5,038. MANAGEMENT AND GENERAL EXPENSES 380. FUNDRAISING EXPENSES 375,721. TOTAL EXPENSES 381,139.