2024-05-02T10:21:08-05:00 2023-06-30 132781641 MITCHELL & TITUS LLP 80 PINE STREET NEW YORK NY 10005 990 2022-07-01 943279613 COLLEGE TRACK COLL 5108343295 483 9TH STREET 200 OAKLAND CA 94607 SHIRLEY M COLLADO PHD PRESIDENT AND CEO 5108343295 2024-05-02 1 SHIRLEY COLLADO PHD 999009999 0 X FREDERICK E DAVIS JR P00446023 2127094500 2024-05-02 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X SHIRLEY M COLLADO PHD 483 9TH STREET SUITE 200 OAKLAND CA 94607 58426267 0 X WWW.COLLEGETRACK.ORG X 1997 CA COLLEGE TRACK IS A COMPREHENSIVE COLLEGE COMPLETION PROGRAM THAT EQUIPS SCHOLARS CONFRONTING SYSTEMIC BARRIERS TO EARN A BACHERLOR'S DEGREE, IN PURSUIT OF A LIFE OF OPPORTUNITY, CHOICE, PURPOSE, AND POWER. 20 18 354 82 0 0 27624610 44689760 0 0 -125746 547895 40678 -189597 27539542 45048058 0 4004924 0 0 23073929 24711279 0 0 3621733 12029193 11237243 35103122 39953446 -7563580 5094612 64375720 93653764 10243212 33698235 54132508 59955529 SEE SCHEDULE O COLLEGE TRACK IS A COMPREHENSIVE COLLEGE COMPLETION PROGRAM THAT EQUIPS SCHOLARS CONFRONTING SYSTEMIC BARRIERS TO EARN A BACHERLOR'S DEGREE, IN PURSUIT OF A LIFE OF OPPORTUNITY, CHOICE, PURPOSE, AND POWER. AT THE CORE OF THE PROGRAM MODEL IS A 10-YEAR COMMITMENT MADE TO EVERY SCHOLAR. THE SCHOLARS JOIN COLLEGE TRACK IN HIGH SCHOOL AND LEVERAGE THE PROGRAM TO GET TO AND THROUGH COLLEGE AND UTILIZE THE RESOURCES AND NETWORKS TO LAUNCH THEIR CAREERS. THE PROGRAM OFFERS LEADERSHIP AND ACADEMIC SKILL DEVELOPMENT, INDIVIDUALIZED AND GROUP ADVISING FOR COLLEGE PREPARATION, ACCESS AND SUCCESS, CAREER AND LIFE PLANNING, BEGINNING IN HIGH SCHOOL, AND WITH A NATIONWIDE COMMUNITY OF COLLEGE TRACK SCHOLARS, ALUMNI, AND STAFF. 0 0 30859679 4004924 EQUIPPED 3,878 SCHOLARS TO ADVANCE TOWARDS BACHELOR'S DEGREES, AND PROVIDED RESOURCES TO A GROWING ALUMNI NETWORK OF 1,181 COLLEGE GRADUATES. OUR CLASS OF 2023 HIGH SCHOOL SENIORS HAD AN AVERAGE GPA AT GRADUATION OF 3.5, WITH 98% ACCEPTED INTO AT LEAST ONE FOUR-YEAR COLLEGE AND 97% MATRICULATING TO A TWO-YEAR OR FOUR-YEAR COLLEGE. 89% COLLEGE PERSISTENCE RATE FOR CLASS OF 2022. 54% OF COLLEGE TRACK SCHOLARS HAVE GRADUATED WITH A BACHELOR'S DEGREE WITHIN SIX YEARS -MORE THAN 2.5 TIMES THE NATIONAL AVERAGE FOR FIRST-GENERATION COLLEGE SCHOLARS FROM UNDERSERVED COMMUNITIES. 30859679 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 102 0 1 354 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 18 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 CA COLLEGE TRACK 5108343295 483 9TH STREET SUITE 200 OAKLAND CA 94607 POWELL JOBS LAURENE CHAIR AND CO-FOUNDER 0.00 X X 0 0 0 SINGER DAVID VICE CHAIR & TREASURER 0.00 X X 0 0 0 KARIM OMAR A SECRETARY 0.00 X X 0 0 0 BECKWITH MICHAEL DIRECTOR 0.00 X 0 0 0 DREYFUS ANDY DIRECTOR 0.00 X 0 0 0 KING CHARLES DIRECTOR 0.00 X 0 0 0 GARCIA MILDRED DIRECTOR 0.00 X 0 0 0 FINTECH LYNN DIRECTOR 0.00 X 0 0 0 LINDO DEBBRA DIRECTOR 0.00 X 0 0 0 KEELY CYNTHIA DIRECTOR 0.00 X 0 0 0 MAZUR MARC DIRECTOR 0.00 X 0 0 0 KRANSNOFF DARELL L DIRECTOR 0.00 X 0 0 0 ADAMS WILLIAM DIRECTOR 0.00 X 0 0 0 ZAMORA - EMERITUS ROGER DIRECTOR 0.00 X 0 0 0 SORRELL DR MICHAEL DIRECTOR 0.00 X 0 0 0 FASAH SAFIA DIRECTOR 0.00 X 0 0 0 WU TIMOTHY DIRECTOR 0.00 X 0 0 0 KIM ERIC DIRECTOR 0.00 X 0 0 0 LUE NANCY SECRETARY UNTIL 6/23 0.00 X 0 0 0 COLLADO SHIRLEY CHIEF EXECUTIVE OFFICER 40.00 X 650869 0 40992 DRAPER KAREN CHIEF FINANCE & OPERATING OFFICER 40.00 X 273855 0 29039 DE SOUZA BRANSTEN LEELA CHIEF DEVELOPMENT & MARKETING OFFICER 40.00 X 325307 0 42643 BRANKMAN JOSHUA DAVID EXECUTIVE VICE PRESIDENT & CHIEF OPERATING OF 40.00 X 247031 0 16098 RUBIE JESSICA CHIEF OF STAFF 40.00 X 201166 0 15954 TOMLINSON SHRIA CHIEF OF SITE STRATEGY & SR ADVISOR PRES/CEO 40.00 X 180054 0 24088 EMBURY NICOLE CHIEF PHILANTHROPY OFFICER 40.00 X 162125 0 15778 NEWSOME CHRISTIANA CHIEF PEOPLE OFFICER 40.00 X 160232 0 38692 FERRO ROSANNA CHIEF OF EDUCATION 40.00 X 155666 0 14749 SHINSEKI MICHELLE TOKI VICE PRESIDENT OF MARKETING AND COMMUNICATION 40.00 X 183583 0 8856 LOTT MARSHALL V VICE PRESIDENT, SITE SUPPORT 40.00 X 169633 0 36328 BUTLER BERNADETTE DIRECTOR OF INDIVIDUAL PHILANTHROPY 40.00 X 158954 0 7714 MELCZER ZOE S VP, PHILANTHROPIC OPERATIONS & INITIATIVES 40.00 X 154056 0 16194 KIM TINA VICE PRESIDENT,SITE SUPPORT 40.00 X 144095 0 15981 JULIA CHIH CFO/COO/INTERIM CEO UNTIL 1/22 0.00 X 53898 0 1339 WOODWARD CARL MICHAEL CHIEF PROGRAM OFFICER 40.00 X 167671 0 16324 PALLAIS SASKIA REGIONAL EXECUTIVE OFFICER 40.00 X 157507 0 10482 3545702 0 351251 61 1 1 0 ESQUILIN CONSULTING FOR EQUITY & INCLUSI 26-40 CHURCH ST APT 22 SOUTH ORANGE NJ 07079 PROGRAM DESIGN AND DEVELOPMENT 222138 JESSICA LASKY CATERING LLC 5761 THORNHILL DRIVE OAKLAND CA 94611 CATERING SERVICES FOR FUNDRAISING EVENTS 153283 NICOL MCGOUGH 401 SOUTH OGDEN STREET DENVER CO 80209 MENTAL HEALTH AND WELLNESSS PROGRAM CONS 118194 INTERPOSITIVE MEDIA LLC 62-1213 PUAHIA ST PO 2015 KAMUELA HI 96743 VIDEO PRODUCTION SERVICES 117310 4 6274331 904888 37510541 378220 44689760 342368 342368 13300108 12356 13104906 2031 195202 10325 205527 205527 77700 6274331 271272 -193572 -193572 OTHER 900099 3300 3300 RENTAL INCOME 532000 675 675 3975 45048058 0 0 358298 4004924 4004924 2851306 1380184 359291 1111831 17849690 13990714 2510949 1348027 2460021 1891008 298770 270243 1550262 1182796 197644 169822 192006 128644 11520 51842 135539 90811 8132 36596 1391158 928484 453191 9483 676155 601283 51942 22930 612704 364749 216648 31307 4019528 3363142 532287 124099 1035410 749257 139621 146532 1112990 1068120 43247 1623 OTHER GENERAL AND ADMIN 1263023 490049 508679 264295 STAFF DEVELOPMENT & REC 501120 336470 135538 29112 FLEET AND TRANSPORTATIO 297610 289044 4575 3991 39953446 30859679 5472034 3621733 8585650 10263292 22189171 28319197 12525087 20985100 9644995 14203 556441 697413 16029901 5517534 10653094 10512367 221282 22862192 64375720 93653764 2508250 3031569 838568 6896394 30666666 10243212 33698235 X 28632655 37404238 25499853 22551291 54132508 59955529 64375720 93653764 5094612 250602 477807 0 X 0 1 X 1 0 X 20144825 32468162 42056942 27140736 43784872 165595537 182850 180000 180000 483874 904888 1931612 20327675 32648162 42236942 27624610 44689760 167527149 21663313 145863836 -23702 649643 -125746 342368 842563 171215 266820 41703 40678 209502 729918 169099630 0.86260 0.88460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1100000 1100000 5137603 573660 4563943 5425658 2174876 3250782 1960386 1488128 472258 2406254 1280870 1125384 10512367 DEPOSITS 772687 RIGHT OF USE ASSET - REAL ESTATE 22089505 22862192 STUDENT BANK BOOK - CURRENT 1606618 STUDENT BANK BOOK - LONG TERM 5960983 LEASE LIABILITY 23099065 30666666 45776467 250602 477807 728409 45048058 0 45048058 39953446 0 39953446 0 39953446 PART XIII COLLEGE TRACK IS SUBJECT TO THE PROVISIONS OF THE FINANCIAL ACCOUNTING STANDARDS BOARD'S (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740, INCOME TAXES. BECAUSE OF THE FUND'S GENERAL TAX-EXEMPT STATUS, MANAGEMENT BELIEVES ASC TOPIC 740 HAS NOT HAD, AND IS NOT EXPECTED TO HAVE, A MATERIAL IMPACT ON THE FUND'S FINANCIAL STATEMENTS. 0 COLLEGE TRACK ANNUAL BENEFIT 6352031 6274331 77700 25000 153283 12250 80739 6352031 6274331 77700 25000 153283 12250 80739 271272 -193572 0 SCHOLARSHIP TO SCHOLARS 2938 4004924 PART 1, LINE 2 - PROCEDURES FOR MONITORING USE OF GRANTS FUNDS IN U.S. ALL GRANT FUNDS ARE TRACKED AND MONITORED BY THE VICE PRESIDENT OF FINANCE AND MANAGING DIRECTOR OF DEVELOPMENT. MONTHLY REPORTS ARE PREPARED AND REVIEWED BY THE BOARD DEVELOPMENT COMMITTEE. AT THE QUARTERLY BOARD MEETING, A SUMMARY OF GRANTS RECEIVED AND RELATED EXPENSES IS PROVIDED TO THE FULL BOARD. 1 0 0 0 0 0 0 0 0 COLLADO SHIRLEY CHIEF EXECUTIVE OFFICER 595317 0 55000 0 552 0 20877 0 20115 0 691861 0 0 0 DE SOUZA BRANSTEN LEELA CHIEF DEVELOPMENT & MARKETING OFFICE 319175 0 5100 0 1032 0 13385 0 29258 0 367950 0 0 0 DRAPER KAREN CHIEF FINANCE & OPERATING OFFICER 268495 0 5000 0 360 0 11092 0 17947 0 302894 0 0 0 BRANKMAN JOSHUA DAVID EXECUTIVE VICE PRESIDENT & CHIEF OPE 231731 0 15000 0 300 0 8433 0 7665 0 263129 0 0 0 RUBIE JESSICA CHIEF OF STAFF 197512 0 3500 0 154 0 7248 0 8706 0 217120 0 0 0 LOTT MARSHALL V VICE PRESIDENT, SITE SUPPORT 164273 0 5025 0 335 0 7070 0 29258 0 205961 0 0 0 TOMLINSON SHRIA CHIEF OF SITE STRATEGY & SR ADVISOR 174690 0 5205 0 159 0 7499 0 16589 0 204142 0 0 0 NEWSOME CHRISTIANA CHIEF PEOPLE OFFICER 154808 0 5300 0 124 0 6784 0 31908 0 198924 0 0 0 SHINSEKI MICHELLE TOKI VICE PRESIDENT OF MARKETING AND COMM 178198 0 5055 0 330 0 7356 0 1500 0 192439 0 0 0 WOODWARD CARL MICHAEL CHIEF PROGRAM OFFICER 162469 0 5148 0 54 0 3886 0 12438 0 183995 0 0 0 EMBURY NICOLE CHIEF PHILANTHROPY OFFICER 157017 0 5000 0 108 0 6635 0 9143 0 177903 0 0 0 FERRO ROSANNA CHIEF OF EDUCATION 131116 0 24430 0 120 0 0 0 14749 0 170415 0 0 0 MELCZER ZOE S VP, PHILANTHROPIC OPERATIONS & INITI 148852 0 5100 0 104 0 6222 0 9972 0 170250 0 0 0 PALLAIS SASKIA REGIONAL EXECUTIVE OFFICER 152267 0 5150 0 90 0 4217 0 6265 0 167989 0 0 0 BUTLER BERNADETTE DIRECTOR OF INDIVIDUAL PHILANTHROPY 153594 0 5235 0 125 0 6214 0 1500 0 166668 0 0 0 KIM TINA VICE PRESIDENT,SITE SUPPORT 138554 0 5450 0 91 0 6009 0 9972 0 160076 0 0 0 JULIA CHIH CFO/COO/INTERIM CEO UNTIL 1/22 53782 0 0 0 116 0 1212 0 127 0 55237 0 0 0 X RON CONWAY BENEFIT SPONSORSHIP 1 126329 FMV-AVERAGE OF HIGH/ X ORGWIDE GENERAL SUPPORT 4 116277 FMV-AVERAGE OF HIGH/ X APPLE INC 1 92745 FMV-COST OF DONATED X BROWNING PHILIPPE & MCDANIEL DIANE BENEFIT SPONSORSHIP 1 25017 FMV-AVERAGE OF HIGH/ X MAZUR MARC BENEFIT SPONSORSHIP 1 17853 FMV-AVERAGE OF HIGH/ 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE TAX RETURN IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM. AFTER COMPLETION OF SAID RETURNS, THE ORGANIZATION IS SENT A DRAFT OF THE TAX RETURNS TO BE REVIEWED AND EXAMINED. THE ORGANIZATION MAKES COPIES OF THE RETURNS AND DISTRIBUTES TO THOSE INDIVIDUALS CHARGED WITH GOVERNANCE. THOSE INDIVIDUALS AT THAT TIME CAN REVIEW AND IF APPLICABLE DISCUSS ANY LINE ITEMS IN THE RETURN WITH THE ACCOUNTANT WHO HAS PREPARED THE RETURN. IF ALL ITEMS ARE FOUND TO BE ACCEPTABLE, AN AUTHORIZATION IS SIGNED AND PROVIDED TO AUTHORIZE THE OUTSIDE ACCOUNTING FIRM TO PROCESS, SIGN AND PROVIDE COPIES OF THE RETURNS TO BE FILED (PAPER OR ELECTRONICALLY) WITH THE DESIGNATED GOVERNMENTAL AGENCIES. THE TAX RETURNS ARE THEN SIGNED BY THE ORGANIZATION, STAMPED AND MAILED WITH CERTIFIED RETURN RECEIPT OR THE SIGNED FORM 8879 IS PROVIDED TO THE OUTSIDE ACCOUNTING FIRM ALLOWING ELECTRONIC FILING. FORM 990, PART VI, SECTION B, LINE 12 OFFICERS, BOARD OF DIRECTORS AND EMPLOYEES ARE ANNUALLY REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY ACKNOWLEDGEMENT AND FINANCIAL INTEREST DISCLOSURE STATEMENT TO FOSTER PUBLIC CONFIDENCE IN THE ORGANIZATION'S INTEGRITY. CONFLICT OF INTEREST POLICY IS DOCUMENTED IN THE EMPLOYEE HANDBOOK. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION OBTAINS A 3RD PARTY CONSULTANT TO CALCULATE THE APPROPRIATE SALARY FOR EACH POSITION IN THE ORGANIZATION GIVEN THE ROLE AND GEOGRAPHY OF THE POSITION. THE ORGANIZATION ASSESSES MARKET RATES ONCE A YEAR TO ENSURE THE COMPENSATION STRUCTURE REMAINS COMPETITIVE. FORM 990, PART VI, SECTION C, LINE 18 FEDERAL TAX RETURNS ARE AVAILABLE AT GUIDESTAR.ORG & CHARITYNAVIGATOR.ORG. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION AT THE PRINCIPAL PLACE OF BUSINESS. THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.