2025-11-14T16:29:08-06:00 2025-06-30 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2024-07-01 814012999 MEB ALLIANCE FOR EDUCATOR DIVERSITY INC MEBA 8005190249 100 WORLD DRIVE 101 PEACHTREE CITY GA 30269 DR CASSANDRA HERRING PRESIDENT AND CEO 8005190249 2025-11-13 1 1 JENNY TARKOWSKI CPA P00634290 6082744020 2025-11-13 2024 2025-03-06 01:10:19Z BRANCH ALLIANCE FOR EDUCATOR DIVERSITY DR CASSANDRA HERRING 100 WORLD DRIVE 101 PEACHTREE CITY GA 30269 15898550 0 X EDUCATORDIVERSITY.ORG X 2016 TX BRANCHED EMPOWERS A NATIONAL NETWORK OF LOCAL EDUCATIONAL ECOSYSTEMS BY PROVIDING CUSTOMIZED LEARNING OPPORTUNITIES FOR HIGHER ED AND K-12 EDUCATORS, BY USING COLLABORATIVE, DATA EMPOWERED COACHING TO EDUCATIONAL INSTITUTIONS, AND BY EMPOWERING COMMUNITIES AS PARTNERS AND ADVOCATES. 7 7 31 9 0 0 6941280 9335266 214876 444746 627818 597234 0 0 7783974 10377246 1128537 2940583 0 0 3618853 3286506 0 0 440373 3014274 2748680 7761664 8975769 22310 1401477 22869806 24708449 528470 292471 22341336 24415978 BRANCHED STRENGTHENS, GROWS, AND AMPLIFIES THE IMPACT OF EDUCATOR PREPARATION PROGRAMS BY IMPROVING PROGRAMMING, DEEPENING PARTNERSHIPS AND COALITIONS, AND DRIVING INNOVATION TO MAXIMIZE THE EFFECTIVENESS OF EDUCATORS AND THE ACHIEVEMENT OF THE LEARNERS THEY SERVE. 0 0 6354360 2940583 444746 BRANCHED PROVIDES PRACTICAL TECHNICAL ASSISTANCE TO ADVANCE COLLABORATION AND INNOVATION, AND AMPLIFIES THE UNIQUE CONTRIBUTIONS OF LOCAL EDUCATIONAL ECOSYSTEMS IN PREPARING TEACHERS WHO WILL EDUCATE AMERICA'S CITIZENS. WE IDENTIFY AND SUPPORT WHAT IS WORKING WELL AND STRENGTHEN PROGRAM WEAKNESSES TO DRIVE CONTINUOUS QUALITY IMPROVEMENT AND ENSURE PROGRAM SUSTAINABILITY. WE FACILITATE IN-PERSON AND VIRTUAL OPPORTUNITIES TO ENSURE THAT EDUCATOR PREPARATION PROGRAMS MEANINGFULLY ENGAGE WITH AND LEARN FROM BOTH EACH OTHER AND FROM KEY PARTNERS, SUCH AS K-12 INSTITUTIONS AND COMMUNITY ORGANIZATIONS. 6354360 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 41 0 31 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X JYOTI IYER 7133038764 2603 AUGUSTA DR SUITE 1075 HOUSTON TX 77057 DR FRANK GETTRIDGE CHAIRPERSON OF THE BOARD 1.00 X X 0 0 0 JIM LARIMORE VICE PRESIDENT 1.00 X X 0 0 0 VICKI PHILLIPS SECRETARY 1.00 X X 0 0 0 KATHRYN SCHOTTHOEFER BOARD MEMBER 1.00 X 0 0 0 ANDREASON BROWN BOARD MEMBER (FROM JAN 2025) 1.00 X 0 0 0 NICK RODRIGUEZ BOARD MEMBER (FROM APRIL 2025) 1.00 X 0 0 0 DR SANDY HUSK BOARD MEMBER (FROM APRIL 2025) 1.00 X 0 0 0 PETER SHULMAN BOARD MEMBER (THRU JUNE 2025) 1.00 X 0 0 0 DR JOHN LUCZAK BOARD MEMBER (THRU JUNE 2025) 1.00 X 0 0 0 DR CASSANDRA HERRING PRESIDENT & CEO 40.00 X 295979 0 45793 DR PATRICIA MCHATTON CHIEF PROGRAM OFFICER 40.00 X 184023 0 20608 DR LUZLEMA CANALES CHIEF OF STAFF 40.00 X 159911 0 24451 DR KATHERINE ZIMMER DIRECTOR OF BIRCH 40.00 X 131445 0 15397 AMY MURILLO DIRECTOR OF EPP TRANSF. SERVICES 40.00 X 111065 0 28569 RUBY STEVENS-MORGAN DIRECTOR OF ORGANIZATIONAL EFFECTIVENESS 40.00 X 103757 0 15539 CHRISTINE NGEI THRU FEB 2025 VP FOR STRATEGIC GROWTH 40.00 X 107215 0 20228 1093395 0 170585 8 0 1 0 YOUR PART-TIME CONTROLLER LLC 1500 WALNUT STREET SUITE 1200 PHILADELPHIA PA 19102 ACCOUNTING/BOOKKEEPING 335344 GEORGETOWN PUBLIC AFFAIRS LLC 919 18TH STREET NW SUITE 450 WASHINGTON DC 20006 MARKETING CONSULTANT 180000 2 9335266 9335266 PROGRAM REVENUE 900099 444746 444746 444746 629977 629977 5488561 5521304 -32743 -32743 -32743 10377246 444746 0 597234 X 2940583 2940583 582414 346564 159600 76250 2082266 1278766 522149 281351 74111 44099 20309 9703 345051 205322 94555 45174 202664 120595 55536 26533 9498 9498 502469 502469 75783 75783 924675 568812 355863 3174 3174 84386 10874 73381 131 467 467 56898 56898 72643 48950 22680 1013 266588 219439 46931 218 29048 29048 60092 3200 56892 COACHING AND CONSULTING 467930 467930 DUES AND SUBSCRIPTIONS 160029 51087 108942 LICENSES 35000 35000 8975769 6354360 2181036 440373 1474549 471589 8519946 8768443 1759979 3167680 26911 300227 57256 146898 121938 73514 39011 48424 10565781 10417172 247227 1254479 179146 133537 22869806 24708449 354292 163084 174178 129387 528470 292471 X 17329714 18194275 5011622 6221703 22341336 24415978 22869806 24708449 X 1401477 540360 132805 X 0 1 X 1 0 X 5540356 20970969 5918475 6941280 9335266 48706346 5540356 20970969 5918475 6941280 9335266 48706346 20139044 28567302 24010 34020 557515 649274 629977 1894796 193957 193957 50795099 967658 0.56240 0.61270 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 193,957. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 31461 2859 28602 90477 70655 19822 48424 CASH AND CASH EQUIVALENTS 1254479 F 1254479 OPERATING LEASE LIABILITIES, NET 129387 129387 10951744 540360 34138 574498 10377246 0 10377246 8877102 34138 -132805 -98667 8975769 0 8975769 PART XII, LINE 2D - OTHER ADJUSTMENTS: REFUND OF PRIOR YEAR GRANTS PAID -132,805. 1 DALTON STATE COLLEGE 650 COLLEGE DRIVE DALTON GA 30720 580975068 GOVT 50000 0 TO STRENGTHEN TEACHER PREPARATION AT MSIS BY IMPROVING THE TEACHING AND LEARNING CONDITIONS FOR ALL CANDIDATES, INCREASING CAPACITY OF THE MSI TO IMPLEMENT A SUSTAINABLE PROCESS OF CONTINUOUS IMPROVEMENT, INCREASING EFFECTIVENESS OF MSI TEACHER EDUCATORS AND LEADERS, AND, ULTIMATELY, INCREASING THE EFFECTIVENESS OF THE MSI GRADUATES. AZUSA PACIFIC UNIVERSITY 680 E ALOSTA AVE AZUNA CA 91702 951744369 501C3 10000 0 TO STRENGTHEN TEACHER PREPARATION AT MSIS BY IMPROVING THE TEACHING AND LEARNING CONDITIONS FOR ALL CANDIDATES, INCREASING CAPACITY OF THE MSI TO IMPLEMENT A SUSTAINABLE PROCESS OF CONTINUOUS IMPROVEMENT, INCREASING EFFECTIVENESS OF MSI TEACHER EDUCATORS AND LEADERS, AND, ULTIMATELY, INCREASING THE EFFECTIVENESS OF THE MSI GRADUATES. KENNESAW STATE UNIVERSITY 1000 CHASTAIN ROAD MAIL DROP 9110 KENNESAW GA 30144 580965786 GOVT 60000 0 TO STRENGTHEN TEACHER PREPARATION AT MSIS BY IMPROVING THE TEACHING AND LEARNING CONDITIONS FOR ALL CANDIDATES, INCREASING CAPACITY OF THE MSI TO IMPLEMENT A SUSTAINABLE PROCESS OF CONTINUOUS IMPROVEMENT, INCREASING EFFECTIVENESS OF MSI TEACHER EDUCATORS AND LEADERS, AND, ULTIMATELY, INCREASING THE EFFECTIVENESS OF THE MSI GRADUATES. MERCY UNIVERSITY 555 BROADWAY DOBBS FERRY NY 10522 131967321 501C3 59864 0 TO STRENGTHEN TEACHER PREPARATION AT MSIS BY IMPROVING THE TEACHING AND LEARNING CONDITIONS FOR ALL CANDIDATES, INCREASING CAPACITY OF THE MSI TO IMPLEMENT A SUSTAINABLE PROCESS OF CONTINUOUS IMPROVEMENT, INCREASING EFFECTIVENESS OF MSI TEACHER EDUCATORS AND LEADERS, AND, ULTIMATELY, INCREASING THE EFFECTIVENESS OF THE MSI GRADUATES. MOUNT ST MARY'S UNIVERSITY 10 CHESTER PLACE LOS ANGELES CA 90007 951641455 501C3 40000 0 TO STRENGTHEN TEACHER PREPARATION AT MSIS BY IMPROVING THE TEACHING AND LEARNING CONDITIONS FOR ALL CANDIDATES, INCREASING CAPACITY OF THE MSI TO IMPLEMENT A SUSTAINABLE PROCESS OF CONTINUOUS IMPROVEMENT, INCREASING EFFECTIVENESS OF MSI TEACHER EDUCATORS AND LEADERS, AND, ULTIMATELY, INCREASING THE EFFECTIVENESS OF THE MSI GRADUATES. NORTH CAROLINA CENTRAL UNIVERSITY 1801 FAYETTEVILLE STREET DURHAM NC 27707 566000730 GOVT 150000 0 TO STRENGTHEN TEACHER PREPARATION AT MSIS BY IMPROVING THE TEACHING AND LEARNING CONDITIONS FOR ALL CANDIDATES, INCREASING CAPACITY OF THE MSI TO IMPLEMENT A SUSTAINABLE PROCESS OF CONTINUOUS IMPROVEMENT, INCREASING EFFECTIVENESS OF MSI TEACHER EDUCATORS AND LEADERS, AND, ULTIMATELY, INCREASING THE EFFECTIVENESS OF THE MSI GRADUATES. THE RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NEW YORK PO BOX 9 ALBANY NY 12201 141368361 501C3 100000 0 TO STRENGTHEN TEACHER PREPARATION AT MSIS BY IMPROVING THE TEACHING AND LEARNING CONDITIONS FOR ALL CANDIDATES, INCREASING CAPACITY OF THE MSI TO IMPLEMENT A SUSTAINABLE PROCESS OF CONTINUOUS IMPROVEMENT, INCREASING EFFECTIVENESS OF MSI TEACHER EDUCATORS AND LEADERS, AND, ULTIMATELY, INCREASING THE EFFECTIVENESS OF THE MSI GRADUATES. TEXAS A&M INTERNATIONAL UNIVERSITY 5201 UNIVERSITY BLVD LAREDO TX 78041 741761398 GOVT 50000 0 TO STRENGTHEN TEACHER PREPARATION AT MSIS BY IMPROVING THE TEACHING AND LEARNING CONDITIONS FOR ALL CANDIDATES, INCREASING CAPACITY OF THE MSI TO IMPLEMENT A SUSTAINABLE PROCESS OF CONTINUOUS IMPROVEMENT, INCREASING EFFECTIVENESS OF MSI TEACHER EDUCATORS AND LEADERS, AND, ULTIMATELY, INCREASING THE EFFECTIVENESS OF THE MSI GRADUATES. MURSION INC 1 CALIFORNIA ST STE 1550 SAN FRANCISCO CA 94111 471907350 1500000 0 TO STRENGTHEN TEACHER PREPARATION AT MSIS BY IMPROVING THE TEACHING AND LEARNING CONDITIONS FOR ALL CANDIDATES, INCREASING CAPACITY OF THE MSI TO IMPLEMENT A SUSTAINABLE PROCESS OF CONTINUOUS IMPROVEMENT, INCREASING EFFECTIVENESS OF MSI TEACHER EDUCATORS AND LEADERS, AND, ULTIMATELY, INCREASING THE EFFECTIVENESS OF THE MSI GRADUATES. CALIFORNIA LUTHERAN UNIVERSITY 60 WEST OLSEN ROAD M/C 1200 THOUSAND OAKS CA 91360 952962604 501C3 160000 0 TO STRENGTHEN TEACHER PREPARATION AT MSIS BY IMPROVING THE TEACHING AND LEARNING CONDITIONS FOR ALL CANDIDATES, INCREASING CAPACITY OF THE MSI TO IMPLEMENT A SUSTAINABLE PROCESS OF CONTINUOUS IMPROVEMENT, INCREASING EFFECTIVENESS OF MSI TEACHER EDUCATORS AND LEADERS, AND, ULTIMATELY, INCREASING THE EFFECTIVENESS OF THE MSI GRADUATES. FORT VALLEY STATE UNIVERSITY 1005 STATE UNIVERSITY DR FORT VALLEY GA 31030 586002062 GOVT 203966 0 TO STRENGTHEN TEACHER PREPARATION AT MSIS BY IMPROVING THE TEACHING AND LEARNING CONDITIONS FOR ALL CANDIDATES, INCREASING CAPACITY OF THE MSI TO IMPLEMENT A SUSTAINABLE PROCESS OF CONTINUOUS IMPROVEMENT, INCREASING EFFECTIVENESS OF MSI TEACHER EDUCATORS AND LEADERS, AND, ULTIMATELY, INCREASING THE EFFECTIVENESS OF THE MSI GRADUATES. TEXAS A&M UNIVERSITY - CENTRAL TEXAS 1001 LEADERSHIP PLACE KILLEEN TX 76549 264169042 GOVT 142438 0 TO STRENGTHEN TEACHER PREPARATION AT MSIS BY IMPROVING THE TEACHING AND LEARNING CONDITIONS FOR ALL CANDIDATES, INCREASING CAPACITY OF THE MSI TO IMPLEMENT A SUSTAINABLE PROCESS OF CONTINUOUS IMPROVEMENT, INCREASING EFFECTIVENESS OF MSI TEACHER EDUCATORS AND LEADERS, AND, ULTIMATELY, INCREASING THE EFFECTIVENESS OF THE MSI GRADUATES. UNIVERSITY OF SAN DIEGO 5998 ALCALA PARK SAN DIEGO CA 92110 952544535 501C3 183843 0 TO STRENGTHEN TEACHER PREPARATION AT MSIS BY IMPROVING THE TEACHING AND LEARNING CONDITIONS FOR ALL CANDIDATES, INCREASING CAPACITY OF THE MSI TO IMPLEMENT A SUSTAINABLE PROCESS OF CONTINUOUS IMPROVEMENT, INCREASING EFFECTIVENESS OF MSI TEACHER EDUCATORS AND LEADERS, AND, ULTIMATELY, INCREASING THE EFFECTIVENESS OF THE MSI GRADUATES. VALDOSTA STATE UNIVERSITY 1500 NORTH PATTERSON STREET VALDOSTA GA 31698 586002072 GOVT 135472 0 TO STRENGTHEN TEACHER PREPARATION AT MSIS BY IMPROVING THE TEACHING AND LEARNING CONDITIONS FOR ALL CANDIDATES, INCREASING CAPACITY OF THE MSI TO IMPLEMENT A SUSTAINABLE PROCESS OF CONTINUOUS IMPROVEMENT, INCREASING EFFECTIVENESS OF MSI TEACHER EDUCATORS AND LEADERS, AND, ULTIMATELY, INCREASING THE EFFECTIVENESS OF THE MSI GRADUATES. RESEARCH FOUNDATION OF THE CITY UNIVERSITY OF NEW YORK PO BOX 9 ALBANY NY 12201 131988190 501C3 95000 0 TO STRENGTHEN TEACHER PREPARATION AT MSIS BY IMPROVING THE TEACHING AND LEARNING CONDITIONS FOR ALL CANDIDATES, INCREASING CAPACITY OF THE MSI TO IMPLEMENT A SUSTAINABLE PROCESS OF CONTINUOUS IMPROVEMENT, INCREASING EFFECTIVENESS OF MSI TEACHER EDUCATORS AND LEADERS, AND, ULTIMATELY, INCREASING THE EFFECTIVENESS OF THE MSI GRADUATES. 14 1 PART I, LINE 2: BRANCHED REQUIRES BI-ANNUAL REPORTS FROM THE SUB-GRANT RECIPIENTS INCLUDING A BUDGET TEMPLATE, BUDGET NARRATIVE AND PROGRAM NARRATIVE REPORTS. THE REPORTS ARE REVIEWED BY FINANCIAL AND PROGRAM PERSONNEL TO CONFIRM THAT THE FUNDS ARE BEING USED IN AN APPROPRIATE MANNER. THE BUDGET TEMPLATE COMPARES THE ACTUAL SPEND TO THE ORIGINALLY SUBMITTED BUDGET AND THE VARIANCES ARE EXPLAINED IN THE BUDGET NARRATIVE. X X 1 1 X 0 0 0 0 0 0 0 0 0 DR CASSANDRA HERRING PRESIDENT & CEO 252742 0 43237 0 0 0 15563 0 30230 0 341772 0 0 0 DR PATRICIA MCHATTON CHIEF PROGRAM OFFICER 184023 0 0 0 0 0 11053 0 9555 0 204631 0 0 0 DR LUZLEMA CANALES CHIEF OF STAFF 158388 0 1523 0 0 0 9696 0 14755 0 184362 0 0 0 UNIVERSITY INSURANCE AGENCY LLC BUSINESS OWNED BY SPOUSE OF PRESIDENT & CEO 38400 INSURANCE BROKER OF RECORD & SALE OF SUPPLEMENTAL INSURANCE POLICIES TO THE ORGANIZATION AND EMPLOYEES. 0 JOSHUA HERRING SON OF PRESIDENT & CEO 17362 SUMMER INTERNSHIP CONTRACT WORK 0 FORM 990, PART VI, SECTION B, LINE 11B BRANCHED HIRES AN INDEPENDENT CPA FIRM TO PREPARE THE FEDERAL FORM 990. AFTER IT'S PREPARED, MANAGEMENT REVIEWS THE FEDERAL FORM 990 AND SUBMITS IT TO FULL BOARD OF DIRECTORS FOR THEIR REVIEW AND TO ADDRESS ANY QUESTIONS OR CORRECTIONS. UPON THEIR REVIEW AND ACCEPTANCE, IT IS THEN FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C BRANCHED'S CONFLICT OF INTEREST POLICY IS SHARED ANNUALLY WITH THE FULL BOARD, AND THE BOARD IS ASKED TO SHARE ANY CONFLICTS OR ANY POTENTIAL CONFLICTS THAT MAY ARISE. FORM 990, PART VI, SECTION C, LINE 19 BRANCHED MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G FINANCIAL SERVICES/CONSULTANTS: PROGRAM SERVICE EXPENSES 568,812. MANAGEMENT AND GENERAL EXPENSES 355,863. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 924,675. FORM 990, PART XI, LINE 9: REFUND OF PRIOR YEAR GRANTS PAID 132,805.