Civic Intelligence

Achieving the Dream Inc.

990 • Fiscal year 2014 • EIN 27-1635830

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 13, 2014

8403 Colesville Road No 45020910

(240) 450-0075

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

52nd percentile

0.26x

Higher debt load relative to assets than 52% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

54th percentile

0.29x

Higher debt load relative to revenue than 54% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Net Margin

84th percentile

31%

Higher net margin than 84% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

75th percentile

$265,363

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

$18,864,627

No earlier filing loaded for comparison.

Net Assets

$13,930,778

No earlier filing loaded for comparison.

Liabilities

$4,933,849

No earlier filing loaded for comparison.

Revenue

$16,892,465

No earlier filing loaded for comparison.

Expenses

$11,663,301

No earlier filing loaded for comparison.

Net Income

$5,229,164

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2014: $18,864,627Liabilities 2014: $4,933,849Net Assets 2014: $13,930,7782014Assets 2015: $21,953,699Liabilities 2015: $4,688,672Net Assets 2015: $17,265,0272015Assets 2016: $26,467,749Liabilities 2016: $5,259,011Net Assets 2016: $21,208,7382016Assets 2018: $15,143,502Liabilities 2018: $4,556,725Net Assets 2018: $10,586,7772018Assets 2019: $18,583,870Liabilities 2019: $4,204,475Net Assets 2019: $14,379,3952019Assets 2020: $26,701,819Liabilities 2020: $6,617,229Net Assets 2020: $20,084,5902020Assets 2022: $48,979,373Liabilities 2022: $4,485,361Net Assets 2022: $44,494,0122022Assets 2023: $46,914,728Liabilities 2023: $8,610,708Net Assets 2023: $38,304,0202023Assets 2025: $46,294,483Liabilities 2025: $5,686,026Net Assets 2025: $40,608,4572025

Highlighted filing

2014

Assets$18,864,627
Liabilities$4,933,849
Net Assets$13,930,778

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MRevenue 2014: $16,892,465Expenses 2014: $11,663,301Net Income 2014: $5,229,1642014Revenue 2015: $15,575,514Expenses 2015: $12,241,265Net Income 2015: $3,334,2492015Revenue 2016: $20,856,543Expenses 2016: $17,928,706Net Income 2016: $2,927,8372016Revenue 2018: $10,834,156Expenses 2018: $15,609,785Net Income 2018: -$4,775,6292018Revenue 2019: $19,188,736Expenses 2019: $15,552,469Net Income 2019: $3,636,2672019Revenue 2020: $21,246,346Expenses 2020: $15,756,851Net Income 2020: $5,489,4952020Revenue 2022: $23,156,070Expenses 2022: $17,336,280Net Income 2022: $5,819,7902022Revenue 2023: $16,894,508Expenses 2023: $24,556,770Net Income 2023: -$7,662,2622023Revenue 2025: $22,688,397Expenses 2025: $20,785,219Net Income 2025: $1,903,1782025

Highlighted filing

2014

Revenue$16,892,465
Expenses$11,663,301
Net Income$5,229,164
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 13, 2014
Return Version
2013v3.0
Gross Receipts
$16,892,465
Mission and Program Overview

Mission

To lead and support a national network of community colleges to achieve sustainable institutional transformation through sharing knowledge, innovative solutions and effective practices and policies leading to improved outcomes for all students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$10,266,721$12,175,779▲ $1,909,058
Accounts Receivable$2,656,377$3,585,420▲ $929,043
Pledges and Grants Receivable$1,637,000$2,837,000▲ $1,200,000
Prepaid Expenses and Deferred Charges$124,854$126,561▲ $1,707
Land, Buildings, and Equipment, Net$60,445$96,977▲ $36,532
Cash and Non-Interest-Bearing Accounts$10,994$14,386▲ $3,392
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$14,784,895$18,864,627▲ $4,079,732
Other Assets Total$28,504$28,504→ $0
Liabilities
Deferred Revenue$4,075,000$4,160,000▲ $85,000
Accounts Payable and Accrued Expenses$2,008,281$773,849▼ $1,234,432
Total Liabilities$6,083,281$4,933,849▼ $1,149,432
Net Assets / Fund Balance
Total Net Assets Fund Balance$8,701,614$13,930,778▲ $5,229,164
Total Liabilities and Net Assets / Fund Balance$14,784,895$18,864,627▲ $4,079,732

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$74,491$77,453-
Leasehold Improvements$22,486$5,584-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
William E TrueheartCEO & PresidentFT$247,476$17,887$265,363
Nicole M MelanderCTOFT$212,735$20,096$232,831
Julie I EnglundEvpFT$134,936$49,552$184,488
Carol a LincolnSVPFT$161,170$16,929$178,099
Rhonda GloverSr DirectorFT$149,104$10,437$159,541
Mark a MotamenCFOFT$138,970$20,155$159,125
George CushmanSr DirectorFT$126,726$14,076$140,802

Board Members and Trustees

NameTitle
Robert G TemplinDirector, Board Chair
Diane E BastianDirector, Committee Chair
Eduardo J PadronDirector, Committee Chair
Leah Meyer AustinDirector, Committee Chair
Anthony CarnevaleDirector
John MutzDirector
Lou TestoniDirector
Mike VillarrealDirector
Blenda J WilsonDirector, Secretary
Marc S HerzogDirector, Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
U Of T At AustinProgram Consulting-$1,651,880
Jobs For The FutureProgram Consulting-$530,865
Aspen InstituteProgram Consulting-$390,193
Public AgendaProgram Consulting-$299,409
American Association Of Community CollegProgram Consulting-$285,235
Revenue and Support

Revenue Composition

Contributions and Grants
$12,798,815
Program Service Revenue
$4,075,000
Investment Income
$18,650
Other Revenue
$0
All Other Contributions
$12,798,815
Change in Net Assets
$5,229,164

Audited Revenue Reconciliation

Revenue per Audited Statements
$16,892,465
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$16,892,465
Total Revenue per Form 990
$16,892,465
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,780,899
Salaries, Compensation, and Employee Benefits$2,882,402
Total Fundraising Expense$541,646
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$669,675$487,832$322,249$1,479,756
Conferences and Meetings$1,058,714--$1,058,714
Other Salaries and Wages$550,616$394,108$72,446$1,017,170
Travel$517,853$92,731$41,061$651,645
Office Expenses$104,600$298,705$25,159$428,464
Occupancy-$235,798-$235,798
Payroll Taxes$79,938$56,981$25,231$162,150
Other Employee Benefits$76,167$53,506$20,590$150,263
Pension Plan Contributions$38,579$28,389$6,095$73,063
Fees for Services Other$3,765$45,531$14,965$64,261
Other Expenses$39,682$985$13,850$40,667
Depreciation Depletion-$38,315-$38,315
Fees for Services Accounting-$30,748-$30,748
Fees for Services Legal-$1,809-$1,809
Total Functional Expenses$8,959,929$2,161,726$541,646$11,663,301

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$11,663,301
Total Expenses per Audited Statements$11,663,301
Total Expenses per Form 990$11,663,301
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 4

Atd adopted a change to allow board members to take a leave of absence of up to one year. During a leave of absence, the director will not be eligible to vote on matters considered by the board and will not be counted for purposes of determining a quorum.

Form 990, Part VI, Section B, Line 11

The form 990 tax return was reviewed in detail by the board of directors audit and finance committee and was provided to all atd board of directors prior to filing.

Form 990, Part VI, Section B, Line 12C

Officers and directors are required to sign a form that indicates that they have received the conflict of interest policy, read and understood the policy, and are in compliance with the policy.

Form 990, Part VI, Section B, Line 15

An independent consultant was hired to provide benchmarking data for employee compensation and to assist the president in his internal equity assessment of the organization's salary structure. The consultant was asked to provide benchmark data which included other non-profits. The consultant provided data to the board of directors for their determination of the salary for the president and ceo. The executive vice president and cfo assist with trend data and recommendations for budgeted salary increases and thresholds for all other employees.

Form 990, Part VI, Section C, Line 18

Atd makes its 990 available to the public by making the following statements on its achievingthedream.org website: "atd's most recent irs form 990 is available on guidestar. Atd's 990 is also available upon request by contacting mark motamen, atd's chief financial officer."

Form 990, Part VI, Section C, Line 19

Atd's financial statements are available to individual donors, corporations, foundations, and others considering a gift or grant to atd. Atd's conflict of interest policy and governing documents are available to anyone upon written request to its executive vice president, julie englund, or its cfo, mark motamen.

Filing and Contact Details

Filer

EIN
27-1635830
Phone
2404500075

Signing Officer

Name
Mark Motamen
Title
Chief Financial Officer
Phone
2404500075
Signed
2014-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William E Trueheart
Formed
2010
Legal Domicile
Nc
Voting Board Members
11
Independent Board Members
10
Employees
29
Volunteers
0

Preparer

Preparer
H Lowell Oakley Jr
Phone
9197829265
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

No change from prior year.

Raw XML AppendixShowing 400 of 643 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR, BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR, SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR, COMMITTEE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR, TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR, COMMITTEE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR, COMMITTEE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7CEO & PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11EVP
IRS990/Form990PartVIISectionAGrp/TitleTxt12CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt13SVP
IRS990/Form990PartVIISectionAGrp/TitleTxt14SR DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15CTO
IRS990/Form990PartVIISectionAGrp/TitleTxt16SR DIRECTOR
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IRS990/MissionDesc0TO LEAD AND SUPPORT A NATIONAL NETWORK OF COMMUNITY COLLEGES TO ACHIEVE SUSTAINABLE INSTITUTIONAL TRANSFORMATION THROUGH SHARING KNOWLEDGE, INNOVATIVE SOLUTIONS AND EFFECTIVE PRACTICES AND POLICIES LEADING TO IMPROVED OUTCOMES FOR ALL STUDENTS.
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1985
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