2024-05-15T13:17:07-05:00 2023-06-30 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 245 PARK AVENUE 12TH FLOOR NEW YORK NY 10167 990 2022-07-01 331200239 ASCEND LEARNING INC ASCE 3474647600 205 ROCKAWAY PARKWAY 6TH FL BROOKLYN NY 11212 RECY DUNN CHIEF EXECUTIVE OFFICER 3474647600 2024-05-15 1 RECY DUNN XXX-XX-XXXX 1 GARRETT M HIGGINS P00543209 2122862600 2024-05-14 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z RECY DUNN 205 ROCKAWAY PARKWAY 6TH FL BROOKLYN NY 11212 28972824 0 X WWW.ASCENDLEARNING.ORG X 2008 NY ASCEND PROVIDES CHARTER SCHOOLS WITH EDUCATION, MANAGEMENT, AND FACILITY DEVELOPMENT SERVICES. 8 8 129 8 0 0 3891138 12247642 16045385 16627850 3990 96566 0 766 19940513 28972824 0 3546263 0 0 9727614 11952338 0 0 525187 6766415 8527746 16494029 24026347 3446484 4946477 13335348 17436580 3602916 2994501 9732432 14442079 X TO DEVELOP A SCALABLE SOLUTION TO THE UNDERACHIEVEMENT OF ECONOMICALLY DISADVANTAGED CHILDREN BY PROVIDING A NETWORK OF URBAN COLLEGE PREPARATORY CHARTER SCHOOLS, OPERATING WITH WIDELY AVAILABLE RESOURCES, AND ACHIEVING ACADEMIC LEVELS EQUAL OR SUPERIOR TO SUBURBAN SCHOOLS EDUCATING STUDENTS FROM MIDDLE-CLASS FAMILIES. 0 0 18093954 3546263 16627850 ASCEND LEARNING, INC. OPERATES AS A CHARTER MANAGEMENT ORGANIZATION BASED IN NEW YORK CITY AND PROVIDES MANAGEMENT AND DEVELOPMENT SERVICES AND FACILITY DEVELOPMENT SERVICES FOR ASCEND CHARTER SCHOOLS, AN EDUCATION CORPORATION COMPRISED OF NINE CHARTER SCHOOLS. 18093954 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 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 92 0 129 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X RECY DUNN 3474647600 205 ROCKAWAY PARKWAY 6TH FL BROOKLYN NY 11212 JULIA BATOR CHAIR 2.00 X X 0 0 0 KEMI AKINSANYA-ROSE TREASURER 2.00 X X 0 0 0 ISABEL GEATHERS SECRETARY 2.00 X X 0 0 0 BROOKE DANIELS DIRECTOR 2.00 X 0 0 0 DANIEL PARRA DIRECTOR 2.00 X 0 0 0 PETER MAY DIRECTOR 2.00 X 0 0 0 SELINA IP DIRECTOR 2.00 X 0 0 0 SYDNEY THOMAS DIRECTOR 2.00 X 0 0 0 RECY DUNN CHIEF EXECUTIVE OFFICER 40.00 X 323351 0 8836 MARYANN LI CHIEF OPERATING OFFICER 40.00 X 243426 0 33286 DANIQUE DAY CHIEF SCHOOLS OFFICER 40.00 X 244516 0 24154 HOLLY CURTIS CHIEF OF STAFF 40.00 X 143658 0 17679 KATHERINE MCGRATH GENERAL COUNSEL 40.00 X 122725 0 28706 CHARLISE MANUEL MANAGING DIRECTOR OF FINANCE 40.00 X 202031 0 34600 ANASTASIA MICHALS MANAGING DIRECTOR OF SCHOOLS 40.00 X 181662 0 19272 ZONYA HICKS MANAGING DIRECTOR OF SCHOOLS 40.00 X 180080 0 2773 WINTANNA ABAI MANAGING DIRECTOR OF SCHOOLS 40.00 X 173487 0 15486 DANA EVANS-MULLER MANAGING DIRECTOR OF SAFETY AND FACILITIES 40.00 X 158848 0 1675 RAUL ECHEVERZ DIRECTOR, SCHOOL PROJECTS AND CONSTRUCTION 40.00 X 185590 0 400 RAYMOND JOHNSON MANAGING DIRECTOR OF NETWORK OPERATIONS 40.00 X 155170 0 19661 ANJYA THOMAS CHIEF CURRICULUM AND INSTRUCTIONAL OFFICER 40.00 X 142805 0 13571 AARON OBROCHTA MANAGING DIRECTOR OF TALEN 40.00 X 138078 0 48599 BENTY GEORGE MANAGING DIRECTOR OF TECHNOLOGY 40.00 X 151570 0 31776 STEVEN WILSON FORMER CEO 0.00 X 135402 0 0 2882399 0 300474 33 1 1 0 11TH STREET WORKSHOP INC 11TH STREET WORKSHOP306 E 11TH ST NEW YORK NY 10003 CONSTRUCTION SERVICES 6023025 MARTINEZ CLEANING COMPANY INC 90-07 31ST AVENUE EAST ELMHURST NY 11369 CLEANING SERVICES 3066039 LAVINIA GROUP LLC PO BOX 18228 PALATINE IL 600558228 CURRICULUM AND CONSULTING SERVICES 1024150 SWING EDUCATION INC PO BOX 92376 LAS VEGAS NY 891932376 STAFFING 943635 SCHOOL PROFESSIONALS 622 THIRD AVENUE 39TH FLOOR NEW YORK NY 10017 STAFFING 828483 29 742465 11505177 12247642 MANAGEMENT FEES 541610 16627850 16627850 16627850 96566 96566 MISCELLANEOUS REVENUE 900099 766 766 766 28972824 16627850 0 97332 X 3546263 3546263 2195193 1931770 175615 87808 135402 135402 7426198 6518806 604928 302464 456713 401882 36554 18277 1016944 894880 81410 40654 721888 635225 57775 28888 271053 271053 65000 65000 4352513 595352 3757161 128323 115491 12832 484432 441961 41916 555 401880 394011 5246 2623 489371 447196 42175 176980 156073 13938 6969 33128 29153 2650 1325 836252 735902 66900 33450 54354 47832 4348 2174 STAFF DEVELOPMENT 736646 662881 73765 CLASSROOM SUPPLIES 241376 188561 52815 MISCELLANEOUS 158008 158008 NON-CAP FURN. & EQUIP. 70585 57305 13280 27845 27845 24026347 18093954 5407206 525187 265353 3454376 5847315 6220233 1577266 1361831 65190 0 409121 71443 6540488 1692692 673533 4847796 4497570 1480901 13335348 17436580 1827916 1907001 1775000 1087500 3602916 2994501 X 9532432 14442079 200000 0 9732432 14442079 13335348 17436580 X 4946477 -236830 X X 0 1 X 1 1 1 X 3495045 3981042 4199919 3891138 12247642 27814786 3495045 3981042 4199919 3891138 12247642 27814786 1740990 26073796 394 554 1018 3990 96566 102522 48 78 4688 766 5580 27922888 75497805 0.93380 0.85510 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2018 AMOUNT: $ 48. 2019 AMOUNT: $ 78. 2020 AMOUNT: $ 4,688. 2022 AMOUNT: $ 766. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3538679 482059 3056620 52383 14005 38378 2949426 1196628 1752798 4847796 DUE FROM AFFILIATE CHARTER SCHOOLS 1480901 1480901 X 28972824 0 28972824 0 28972824 24263177 236830 236830 24026347 0 24026347 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, 2020. PART XII, LINE 2D - OTHER ADJUSTMENTS: WRITE OFF OF GRANT RECEIVABLE 236,830. 1 ASCEND CHARTER SCHOOLS 205 ROCKAWAY PKWY BROOKLYN NY 11212 453957158 501(C)(3) 3546263 0 TO SCHOOL OPENING AND RENOVATIONS 1 0 PART I, LINE 2: ASCEND LEARNING, INC RELIES ON THE AUDITED FS FOR ASCEND CHARTER SCHOOL ALSO WE REPORT THE CAPEX AND THE RENOVATIONS ON MONTHLY BASIS TO ASCEND LEARNING BOARD. X X 1 0 0 0 0 0 0 1 0 RECY DUNN CHIEF EXECUTIVE OFFICER 323253 0 0 0 98 0 6433 0 2403 0 332187 0 0 0 MARYANN LI CHIEF OPERATING OFFICER 243372 0 0 0 54 0 4485 0 28801 0 276712 0 0 0 DANIQUE DAY CHIEF SCHOOLS OFFICER 244378 0 0 0 138 0 0 0 24154 0 268670 0 0 0 CHARLISE MANUEL MANAGING DIRECTOR OF FINANCE 201983 0 0 0 48 0 6405 0 28195 0 236631 0 0 0 ANASTASIA MICHALS MANAGING DIRECTOR OF SCHOOLS 181608 0 0 0 54 0 6127 0 13145 0 200934 0 0 0 WINTANNA ABAI MANAGING DIRECTOR OF SCHOOLS 173437 0 0 0 50 0 2377 0 13109 0 188973 0 0 0 AARON OBROCHTA MANAGING DIRECTOR OF TALEN 138024 0 0 0 54 0 4376 0 44223 0 186677 0 0 0 RAUL ECHEVERZ DIRECTOR, SCHOOL PROJECTS AND CONSTR 185500 0 0 0 90 0 0 0 400 0 185990 0 0 0 BENTY GEORGE MANAGING DIRECTOR OF TECHNOLOGY 131461 0 20000 0 109 0 2275 0 29501 0 183346 0 0 0 ZONYA HICKS MANAGING DIRECTOR OF SCHOOLS 169986 0 10000 0 94 0 0 0 2773 0 182853 0 0 0 RAYMOND JOHNSON MANAGING DIRECTOR OF NETWORK OPERATI 155098 0 0 0 72 0 5530 0 14131 0 174831 0 0 0 HOLLY CURTIS CHIEF OF STAFF 139608 0 4000 0 50 0 3504 0 14175 0 161337 0 0 0 DANA EVANS-MULLER MANAGING DIRECTOR OF SAFETY AND FACI 158758 0 0 0 90 0 533 0 1142 0 160523 0 0 0 ANJYA THOMAS CHIEF CURRICULUM AND INSTRUCTIONAL O 90529 0 0 0 52276 0 0 0 13571 0 156376 0 0 0 KATHERINE MCGRATH GENERAL COUNSEL 112687 0 10000 0 38 0 2117 0 26589 0 151431 0 0 0 STEVEN WILSON FORMER CEO 0 0 0 0 135402 0 0 0 0 0 135402 0 0 0 PART I, LINE 4A STEVEN WILSON, FORMER CEO, RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $135,402 WHICH IS INCLUDED IN PART II, COLUMN (B)(III). PART I, LINE 7 INDIVIDUALS RECEIVED BOARD-APPROVED PERFORMANCE-BASED BONUS WHICH WAS INCLUDED AS REPORTABLE COMPENSATION. THIS AMOUNT IS REPORTED IN PART II, COLUMN (B)(II), FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM. THE RETURN IS REVIEWED BY MANAGEMENT AND A COMPLETE COPY OF THE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION SHARES ITS CONFLICT OF INTEREST POLICY WITH OFFICERS, DIRECTORS, AND KEY EMPLOYEES AS PART OF THEIR REGULAR MEETINGS. OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE EXPECTED TO DECLARE IF AT ANY POINT A CONFLICT OF INTEREST ARISES. IN ADDITION, THE BOARD OF DIRECTORS SIGN AN ANNUAL CONFLICT OF INTEREST DISCLOSURE FORM. THE BOARD DETERMINES WHETHER A CONFLICT EXISTS BY MAJORITY VOTE, AND THE CONFLICTED PERSON MUST RECUSE HIMSELF/HERSELF FROM THE DISCUSSION AND VOTE ON SUCH MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF ALL OFFICERS OF THE ORGANIZATION, INCLUDING THE CHIEF EXECUTIVE OFFICER, WAS DETERMINED AND APPROVED BY THE BOARD OF DIRECTORS. AN ANNUAL MEETING WAS HELD DURING WHICH THE BOARD REVIEWED OFFICER PERFORMANCE AND UTILIZED COMPARABILITY DATA FROM NYC PUBLIC SCHOOLS AND NATIONAL TO DETERMINE COMPENSATION FOR THE ANNUAL YEAR. THE PROCESS WAS LAST CONDUCTED IN FY2023 AND WAS DOCUMENTED IN THE BOARD MINUTES. 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. FORM 990, PART IX, LINE 11G RECRUITING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 964,983. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 964,983. CONSULTANTS - EDUCATION: PROGRAM SERVICE EXPENSES 845. MANAGEMENT AND GENERAL EXPENSES 94. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 939. PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 28,661. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,661. FINANCIAL CONSULTANTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 148,673. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 148,673. EXECUTIVE CONSULTANTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,591,656. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,591,656. CURRICULUM & FACILITIES CONSULTANTS: PROGRAM SERVICE EXPENSES 502,900. MANAGEMENT AND GENERAL EXPENSES 167,385. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 670,285. ADMIN/TEMP STAFFING SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 855,709. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 855,709. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 91,607. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 91,607. FORM 990, PART XI, LINE 9: WRITE OFF OF GRANT RECEIVABLE -236,830. FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AND THE SELECTION OF THE INDEPENDENT AUDITORS. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR.