Nonprofit · EIN 75-0800699
ASCEND DALLAS
Tax-exempt · DALLAS, TX 75244
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $5,862,359 | $5,640,650 | $221,709 | $3,235,893 | $1,643,981 | $1,591,912 |
| June 30, 2024 | 990 | $5,430,079 | $5,593,893 | -$163,814 | $2,947,013 | $1,576,810 | $1,370,203 |
| June 30, 2023 | 990 | $5,133,498 | $4,645,877 | $487,621 | $3,271,302 | $1,737,285 | $1,534,017 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $5,817,901
- of which government grants
- $2,640,049
- Program service revenue
- $3,996
- Investment income
- $161,226
- Net income from fundraising events
- -$126,927
- Other revenue
- -$120,764
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $838,369
- Other salaries and wages
- $2,943,976
- Salaries, compensation and benefits (total)
- $4,334,425
- Professional fundraising fees
- $0
- Legal fees
- $113
- Accounting fees
- $105,521
- Occupancy
- $260,546
- Travel
- $97,308
- Depreciation
- $19,836
- Program services (functional)
- $4,607,556
- Management and general (functional)
- $645,310
- Fundraising (functional)
- $387,784
Balance sheet and other
- Total assets, start of year
- $2,947,013
- Total assets, end of year
- $3,235,893
- Total liabilities, end of year
- $1,643,981
- Net assets, end of year
- $1,591,912
- Land, buildings and equipment
- $23,649
- Net assets without donor restrictions
- $338,304
- Net assets with donor restrictions
- $1,253,608
- Gross receipts
- $6,018,969
- Employees
- 69
- Volunteers
- 88
- Year formed
- 1908
- State of legal domicile
- TX
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATE ROSE MARQUEZ | CEO Officer | 40 | $297,929 | $33,685 |
| SUSAN SMITHSON | CHIEF STRATEGY OFFICER Officer | 40 | $202,581 | $31,658 |
| LAURA LAROCHELLE | CHIEF DEVELOPMENT OFFICER Officer | 40 | $133,966 | $20,562 |
| ELLEN PARR | CHIEF FINANCIAL OFFICER (THRU 12/24) Officer | 40 | $132,261 | $10,384 |
| KAREN PERRY ASHMORE | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| TYLER JONES | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| CYNTHIA NWAUBANI | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| ANDREA ALBRIGHT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LEONA ALLEN FORD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TIFFANY BRUNSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| EMILY CASSO FORD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MELISSA COOKSEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| YVETTE GARCIA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| IRMA GONZALEZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARY GOODRICH NIX | DIRECTOR Trustee or director | 1 | $0 | $0 |
9 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MALIA HODGES | DIRECTOR Trustee or director | 1 | $0 |
| MAURA JACKSON | DIRECTOR Trustee or director | 1 | $0 |
| HEATHER LISLE | DIRECTOR Trustee or director | 1 | $0 |
| CARMEN MEDRANO CARY | DIRECTOR Trustee or director | 1 | $0 |
| JERVONNE NEWSOME | DIRECTOR Trustee or director | 1 | $0 |
| JESSICA SHEPHERD | DIRECTOR Trustee or director | 1 | $0 |
| MELISSA SHERRILL MARTIN | DIRECTOR Trustee or director | 1 | $0 |
| LINDSAY SMELSER | DIRECTOR Trustee or director | 1 | $0 |
| HOLLY TUCKER | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 29 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATE ROSE MARQUEZ | CHIEF EXECUTIVE OFFICER Officer | 40 | $226,155 | $29,425 |
| SUSAN SMITHSON | CHIEF STRATEGY OFFICER Officer | 40 | $169,772 | $20,461 |
| LEILANI MILLER | CHIEF FINANCIAL OFFICER (THRU 11/23) Officer | 40 | $142,631 | $8,175 |
| LAURA LAROCHELLE | CHIEF DEVELOPMENT OFFICER Officer | 40 | $117,330 | $16,034 |
| MICHELLE HUDSON | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| JAMES VAUGHAN | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| KAREN ASHMORE | PRESIDENT ELECT/TREASURER/FINANCE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ASHLEY STORMS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| EMILY CASSO | NOM/GOV CHAIR Trustee or director | 1 | $0 | $0 |
| JEFF HARVEY | DEV/MKTING CHAIR Trustee or director | 1 | $0 | $0 |
| ANDREA ALBRIGHT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MELISSA COOKSEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ELLEN FARRELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LEONA ALLEN FORD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MALIA HODGES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CYNTHIA NWAUBANI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JERVONNE NEWSOME | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOLENE RISCH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JESSICA SHEPHERD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HOLLY TUCKER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LINDA WILKINS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARY HENDERSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TIFFANY BRUNSON | DIRECTOR (START 7/23) Trustee or director | 1 | $0 | $0 |
| TYLER JONES | DIRECTOR (START 7/23) Trustee or director | 1 | $0 | $0 |
| CARMEN MEDRANO CARY | DIRECTOR (START 7/23) Trustee or director | 1 | $0 | $0 |
| MELISSA SHERRILL MARTIN | DIRECTOR (START 7/23) Trustee or director | 1 | $0 | $0 |
| STORMEE WILLIAMS | DIRECTOR (START 7/23) Trustee or director | 1 | $0 | $0 |
| RENDA MATHEW | DIRECTOR (7/23 THRU 6/24) Trustee or director | 1 | $0 | $0 |
| SHARI HICKS | DIRECTOR (7/23 THRU 6/24) Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 26 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATE ROSE MARQUEZ | CHIEF EXECUTIVE OFFICER Officer | 40 | $207,464 | $15,057 |
| SUSAN SMITHSON | CHIEF STRATEGY OFFICER Officer | 40 | $154,638 | $13,367 |
| LAURA LAROCHELLE | CHIEF DEVELOPMENT OFFICER Officer | 40 | $107,140 | $4,995 |
| LEILANI MILLER | CHIEF FINANCIAL OFFICER Officer | 40 | $91,537 | $4,407 |
| JAMES VAUGHAN | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| MICHELLE HUDSON | PRESIDENT-ELECT Trustee or director, Officer | 1 | $0 | $0 |
| MARY HENDERSON | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| ASHLEY STORMS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| LAURA RYAN | PAST-PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| ANDREA ALBRIGHT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KAREN ASHMORE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| EMILY CASSO | NOM/GOV CHAIR Trustee or director | 1 | $0 | $0 |
| ELSIE COOKE-HOLMES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MELISSA COOKSEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ELLEN FARRELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LEONA ALLEN FORD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANAMIKA GUPTA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JEFF HARVEY | DEV/MKTING CHAIR Trustee or director | 1 | $0 | $0 |
| MALIA HODGES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JERVONNE NEWSOME | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CYNTHIA NWAUBANI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LEANNE OLIVER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOLENE RISCH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JESSICA SHEPHERD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HOLLY TUCKER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LINDA WILKINS | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4201 SPRING VALLEY RD STE 1400, DALLAS, TX 75244-3613
- Principal officer (990 for 2024)
- KATE ROSE MARQUEZ, 4201 SPRING VALLEY ROAD STE 1400, DALLAS, TX 75244
- Signed the 990
- KATE ROSE MARQUEZ, CEO
- Phone
- (214) 956-5901
- Website
- WWW.ASCENDDALLAS.ORG
- Return prepared by
- ARMANINO ADVISORY LLC
Mission
AT ASCEND DALLAS WE EMPOWER WOMEN, FIGHT POVERTY AND IMPACT GENERATIONS.
Program accomplishments
- ASCEND DALLAS NURSE-FAMILY PARTNERSHIP (NFP) EMPOWERS VULNERABLE FIRST-TIME MOMS TO TRANSFORM THEIR LIVES AND CREATE BETTER FUTURES FOR THEMSELVES AND THEIR BABIES. NFP WORKS BY HAVING SPECIALLY TRAINED NURSES REGULARLY VISIT YOUNG, FIRST-TIME MOMS-TO-BE, STARTING EARLY IN THE PREGNANCY AND CONTINUING THROUGH THE CHILD'S SECOND BIRTHDAY. DURING FY24-25, NFP SERVED 356 MOTHERS AND 291 BABIES.Expenses $2,539,781
- ASCEND DALLAS ECONOMIC ADVANCEMENT EMPOWERS WOMEN WITH THE CONFIDENCE AND KNOWLEDGE NEEDED TO MAKE SOUND FINANCIAL DECISIONS. WITH THE SUPPORT AND ACCOUNTABILITY OF AN ASCEND DALLAS FINANCIAL COACH, WOMEN DEVELOP SMART GOALS TO CHART THEIR PATH TO FINANCIAL GROWTH. CLIENTS CAN JOIN ANY OF OUR RESILIENCY PATHWAYS AIMED AT PERSONAL FINANCE, CAREER GROWTH, BUSINESS FINANCE AND PERSONAL WELLNESS. OUTCOMES SHOW IMPROVEMENTS IN FINANCIAL KNOWLEDGE, SAVINGS, CREDIT, DEBT AND INCOME. IN FY 24-25, THE PROGRAM REACHED 2,608 PARTICIPANTS.Expenses $2,064,852
- THE ASCEND DALLAS COACHING INSTITUTE TEACHES PRACTITIONERS TO COACH OTHERS ON FINANCIAL TOPICS THROUGH DYNAMIC, INTERACTIVE COACH TRAINING THAT COMBINES FUNDAMENTAL COACHING SKILLS WITH STRONG FINANCIAL CONTENT. THE TRAINING HELPS COACHES CREATE A SOLID UNDERSTANDING OF HOW THEY CAN USE COACHING SKILLS AND TOOLS TO WORK WITH CLIENTS TO CO-CREATE POSITIVE CHANGE. CONTRACTED THROUGH CNM INGENUITY, INC, OUR TRAINING CREATES A PATHWAY FOR COACHES TO BECOME CERTIFIED BY CNM, ICF OR/AND BCC.Expenses $2,923 · revenue $3,996
- ASCEND DALLAS MATCHED SAVINGS PROGRAM AIMS TO IMPROVE THE ECONOMIC SELF-SUFFICIENCY OF FAMILIES, PRIMARILY THOSE SERVED THROUGH OUR NURSE-FAMILY PARTNERSHIP. THE SAVINGS ACCOUNTS ARE ARE PART OF A LARGER WEALTH-BUILDING STRATEGY DESIGNED TO COMBINE MAINSTREAM BANKIONG ACCESS, FINANCIAL EDUCATION, 1:1 FINANCIAL COUNSELING AND OTHER FINANCIAL TOOLS TO BUILD A HABIT OF SAVINGS WITH THE GOAL OF PURCHASING ASSETS.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 75-0800699
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1942
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P270)
- Assets (IRS master file)
- $3,235,893
- Income (IRS master file)
- $6,018,969
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $5,862,359 | $5,640,650 | $3,235,893 | XML |
| 990 | June 2024 | $5,430,079 | $5,593,893 | $2,947,013 | XML |
| 990 | June 2023 | $5,133,498 | $4,645,877 | $3,271,302 | XML |
| 990 | June 2022 | $4,127,813 | $5,158,053 | $1,533,569 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 75-0800699).
Questions about ASCEND DALLAS
- What is the EIN of ASCEND DALLAS?
- The employer identification number (EIN) of ASCEND DALLAS is 75-0800699.
- Is ASCEND DALLAS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1942.
- Are donations to ASCEND DALLAS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ASCEND DALLAS file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ASCEND DALLAS due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ASCEND DALLAS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ASCEND DALLAS?
- The 990 for the year ended June 30, 2025 names KATE ROSE MARQUEZ.
- Who are the officers and directors of ASCEND DALLAS?
- The 990 for the year ended June 30, 2025 lists 24 people; 4 received compensation from the organization, the highest $297,929 (KATE ROSE MARQUEZ, CEO).
- How much revenue does ASCEND DALLAS have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $5,862,359, expenses of $5,640,650 and total assets of $3,235,893 at year end.
Other nonprofits in DALLAS
- DALLAS COUNTY LOCAL WORKFORCE DEVELOPMENT BOARD EIN 75-1924974 · last filed 990 for 2024
- BUCKNER FOUNDATION EIN 75-2125945 · last filed 990 for 2024
- BUCKNER INTERNATIONAL EIN 75-0891443 · last filed 990 for 2024
- FOREFRONT LIVING EIN 75-1910084 · last filed 990 for 2025
- BUCKNER CHILDREN AND FAMILY SERVICES INC EIN 75-2571395 · last filed 990 for 2024
- JEWISH FAMILY SERVICE OF DALLAS INCORPORATED EIN 75-1992728 · last filed 990 for 2025
- HOUSING FORWARD EIN 75-2461679 · last filed 990 for 2024
- JULIETTE FOWLER COMMUNITIES INC EIN 75-0800655 · last filed 990 for 2024