2020-07-15T15:48:08-05:00 2019-06-30 271728945 PKF O'CONNOR DAVIES LLP 665 FIFTH AVENUE NEW YORK NY 10022 990 2018-07-01 331200239 ASCEND LEARNING INC ASCE 3474647600 205 ROCKAWAY PARKWAY 6TH FL BROOKLYN NY 11212 STEVEN WILSON BOARD CHAIR 3474647600 2020-07-15 1 GARRETT M HIGGINS P00543209 2122862600 2020-07-15 24.190.81.239 2020-07-15 15:48:02 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 9616F4B14A694591D1E716C270910E6FA5556DA3 2018 2020-09-22 18:59:49Z JULIA BATOR 205 ROCKAWAY PARKWAY 6TH FL BROOKLYN NY 11212 15729314 0 X WWW.ASCENDLEARNING.ORG X 2007 NY ASCEND PROVIDES CHARTER SCHOOLS WITH EDUCATION, MANAGEMENT, AND FACILITY DEVELOPMENT SERVICES. 7 6 149 5 0 0 966190 3495045 10157732 12233827 106 394 34 48 11124062 15729314 50000 0 0 0 8462659 10127223 0 0 430464 2993702 5507092 11506361 15634315 -382299 94999 5332131 5063864 4498477 4135211 833654 928653 X THE MISSION OF ASCEND LEARNING, INC. IS TO DEVELOP A SCALABLE SOLUTION TO THE UNDERACHIEVEMENT OF ECONOMICALLY DISADVANTAGED CHILDREN, A SYSTEM OF URBAN COLLEGE PREPARATORY CHARTER SCHOOLS THAT, OPERATING WITH WIDELY AVAILABLE RESOURCES, POST ACHIEVEMENT LEVELS EQUAL OR SUPERIOR TO SUBURBAN SCHOOLS EDUCATING STUDENTS FROM MIDDLE-CLASS FAMILIES. 0 0 12659147 12233827 CHARTER SCHOOL MANAGEMENT AND FACILITY DEVELOPMENT SERVICES IN NEW YORK CITY. 12659147 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 83 0 149 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X ANDREW EPSTEIN 3474647600 205 ROCKAWAY PARKWAY 6TH FL BROOKLYN NY 11212 MARTY LINSKY BOARD PRESIDENT & CHAIR 2.00 X X 0 0 0 MATTHEW CLARK TREASURER 2.00 X X 0 0 0 JONATHAN ROSENBERG SECRETARY 2.00 X X 0 0 0 MARGARET ANADU DIRECTOR 2.00 X 0 0 0 JULIA BATOR DIRECTOR 2.00 X 0 0 0 RICK ARROYO DIRECTOR 2.00 X 0 0 0 STEVEN WILSON CHIEF EXECUTIVE OFFICER 60.00 X X 489634 0 20796 SUSAN POLLOCK PRESIDENT 60.00 X 336372 0 28445 ANDREW EPSTEIN CHIEF FINANCIAL OFFICER 60.00 X 227041 0 11716 KELLY GARNES PAGES CHIEF OPERATING OFFICER 60.00 X 189387 0 19378 ELIZABETH GOLDFARB CHIEF TALENT OFFICER 60.00 X 191516 0 22804 BRANDON SORLIE CHIEF SCHOOLS OFFICER 60.00 X 231414 0 15886 EMEKA IBEKWEH MANAGING DIRECTOR OF TECH 60.00 X 273232 0 14518 CHARLISE MANUEL DIRECTOR OF FINANCE 60.00 X 204460 0 28573 DELLIANNA BURROWS MANAGING DIRECTORS OF SCHOOLS 60.00 X 186781 0 17070 AARON DALY-FRITH NETWORK DIRECTOR OF OPS 60.00 X 167346 0 22687 JANNA GENZLINGER MANAGING DIRECTOR OF LEADERSHIP DEV. 60.00 X 161345 0 12011 2658528 0 213884 66 0 1 0 LAVINIA GROUP LLC 70 WASHINGTON STREET 5K BROOKLYN NY 11201 CONSULTING SERVICES 393739 IMPACT LEADERSHIP PO BOX PEABODY MA 01960 EXECUTIVE COACHING SERVICES 282758 SKDKNICKERBOCKER LLC 1150 18TH STREET NW STE 800 WASHINGTON DC 20036 COMMUNICATIONS SERVCES 135000 3 3014264 480781 3495045 MANAGEMENT FEES 541610 12233827 12233827 12233827 394 394 MISCELLANEOUS REVENUE 900099 48 48 48 15729314 12233827 0 442 X 1799346 1583424 143948 71974 7009950 6164763 565209 279978 113066 103920 4346 4800 552594 485679 44804 22111 652267 573236 52687 26344 69794 69794 71970 71970 22500 22500 1816282 409100 1407182 198118 184236 13882 63635 55553 7148 934 140047 124693 10655 4699 194510 175059 19451 330541 290623 26612 13306 34064 29976 2725 1363 93089 81917 7448 3724 30782 27089 2462 1231 REPLICATION AND EXPANSI 1846655 1846655 STAFF DEVELOPMENT 264759 237913 26846 NON-CAPITALIZED FURNITU 133743 121200 12543 DUES & SUBSCRIPTIONS 100614 90553 10061 95989 73558 22431 15634315 12659147 2544704 430464 52375 1485276 1134189 538609 1375900 963542 2590 0 111086 286610 685474 387630 78030 297844 400000 2177961 1491983 5332131 5063864 1148477 885211 3350000 3250000 4498477 4135211 X 733654 928653 100000 0 833654 928653 5332131 5063864 94999 0 X X 0 1 X 1 0 X 789353 944631 867559 966190 3495045 7062778 789353 944631 867559 966190 3495045 7062778 544232 6518546 236 32 18 106 394 786 257 250 34 48 589 7064153 42703827 0.92280 0.83730 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2015 AMOUNT: $ 257. 2016 AMOUNT: $ 250. 2017 AMOUNT: $ 34. 2018 AMOUNT: $ 48. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 207308 94458 112850 54884 30267 24617 423282 262905 160377 297844 DUE FROM AFFILIATE CHARTER SCHOOLS 1491983 1491983 X 15729314 0 15729314 0 15729314 15634315 0 15634315 0 15634315 PART X, LINE 2: ASCEND RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT ASCEND HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. ASCEND IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR YEARS PRIOR TO JUNE 30, 2016. X X X X 0 0 0 0 0 0 0 1 0 STEVEN WILSON CHIEF EXECUTIVE OFFICER 442255 0 47250 0 129 0 12209 0 8587 0 510430 0 0 0 SUSAN POLLOCK PRESIDENT 336174 0 0 0 198 0 9499 0 18946 0 364817 0 0 0 ANDREW EPSTEIN CHIEF FINANCIAL OFFICER 227008 0 0 0 33 0 9203 0 2513 0 238757 0 0 0 KELLY GARNES PAGES CHIEF OPERATING OFFICER 189385 0 0 0 2 0 1625 0 17753 0 208765 0 0 0 ELIZABETH GOLDFARB CHIEF TALENT OFFICER 191489 0 0 0 27 0 5550 0 17254 0 214320 0 0 0 BRANDON SORLIE CHIEF SCHOOLS OFFICER 231387 0 0 0 27 0 9331 0 6555 0 247300 0 0 0 EMEKA IBEKWEH MANAGING DIRECTOR OF TECH 273205 0 0 0 27 0 9397 0 5121 0 287750 0 0 0 CHARLISE MANUEL DIRECTOR OF FINANCE 204436 0 0 0 24 0 7941 0 20632 0 233033 0 0 0 DELLIANNA BURROWS MANAGING DIRECTORS OF SCHOOLS 186748 0 0 0 33 0 6333 0 10737 0 203851 0 0 0 AARON DALY-FRITH NETWORK DIRECTOR OF OPS 167318 0 0 0 28 0 7176 0 15511 0 190033 0 0 0 JANNA GENZLINGER MANAGING DIRECTOR OF LEADERSHIP DEV. 161296 0 0 0 49 0 6268 0 5743 0 173356 0 0 0 PART I, LINE 7 STEVEN WILSON, CHIEF EXECUTIVE OFFICER, RECEIVED A BOARD APPROVED BONUS IN THE AMOUNT $47,250. THIS AMOUNT IS REPORTED ON SCHEDULE J, PART II, COLUMN B(II) AS TAXABLE AND IS INCLUDED IN BOX 5 OF HIS 2018 FORM W-2. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY MANAGEMENT AND THE BOARD OF TRUSTEES FOR APPROVAL. IF CHANGES ARE REQUIRED, THE ORGANIZATION WILL THEN FORWARD THE FORM 990 TO THE AUDITING FIRM AND A FINAL VERSION WILL BE DISTRIBUTED TO ALL BOARD MEMBERS PRIOR TO THE IRS SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C THE SCHOOL SHARES ITS CONFLICT OF INTEREST POLICY WITH OFFICERS, KEY EMPLOYEES, BOARD MEMBERS, AND ALL OTHER EMPLOYEES. OFFICERS, KEY EMPLOYEES, BOARD MEMBERS AND ALL OTHER EMPLOYEES ARE EXPECTED TO DELCARE IF AT ANY POINT A CONFLICT OF INTEREST ARISES. AFTER DISCLOSURE OF A CONFLICT, THE INDIVIDUAL IN QUESTION MUST RECUSE THEMSELVES FROM VOTING ON THE MATTER. SUCH MATTERS INVOLVING THE EXISTENCE OF CONFLICTS OF INTEREST ARE TO BE DOCUMENTS IN THE MINUTES OF THE GOVERNING BOARD. IN ADDITION, THE BOARD OF TRUSTEES SIGN AN ANNUAL CONFLICT OF INTERST DISCLOSURE FORM. FORM 990, PART VI, SECTION B, LINE 15 FOR OFFICERS, KEY EMPLOYEES, BOARD MEMBERS, AND ALL OTHER EMPLOYEES, AN ANNUAL MEETING IS HELD TO REVIEW PERFORMANCE, SCOPE OF WORK (I.E. SIZE OF SCHOOL), SALARY COMPARABLES FROM NYC PUBLIC SCHOOLS, AND NATIONAL CHARTER SCHOOLS AND DETERMINE COMPENSATION FOR THE FOLLOWING YEAR. THIS HAPPENS ANNUALLY AND IS DOCUMENTED IN THE BOARD MINUTES. THE LAST TIME THIS OCCURRED WAS IN 2017. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON GUIDESTAR.ORG. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST AT 205 ROCKAWAY PARKWAY, BROOKLYN, NY 11212, OR BY CALLING THE ORGANIZATION DIRECTLY AT (347)464-7600. FORM 990, PART IX, LINE 11G RECRUITING: PROGRAM SERVICE EXPENSES 350,659. MANAGEMENT AND GENERAL EXPENSES 207,880. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 558,539. CONSULTANTS - EDUCATION: PROGRAM SERVICE EXPENSES 31,675. MANAGEMENT AND GENERAL EXPENSES 3,519. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 35,194. PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 25,890. MANAGEMENT AND GENERAL EXPENSES 2,877. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,767. DEVELOPMENT CONSULTANTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 15,405. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,405. EXECUTIVE CONSULTANTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,027,638. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,027,638. CURRICULUM & FACILITIES CONSULTANTS: PROGRAM SERVICE EXPENSES 876. MANAGEMENT AND GENERAL EXPENSES 104,130. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 105,006. ADMIN/TEMP STAFFING SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 45,733. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 45,733. FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT AUDITORS.