2024-11-13T12:17:35-08:00 2024-06-30 561688300 Foard and Company PA 1347 Harding Place Charlotte NC 28204 990 2023-07-01 562215129 Ascend Nonprofit Solutions ASCE 7049439631 601 E 5th Street 510 Charlotte NC 28202 STEPHEN WATSON Treasurer 2024-11-13 true true Garrett Summers P02001620 7043721515 2023 2024-10-15 13:58:12Z STEPHEN WATSON 601 E 5th Street 510 Charlotte NC 28202 6680693 false X www.ascendnps.org X 2000 NC STRENGTHENING THE CHARLOTTE AREA'S NONPROFIT COMMUNITY THROUGH ACCESS TO FACILITIES AND SERVICES THAT LEADS TO GREATER IMPACT AND EFFICIENCY. 19 19 43 25 0 649792 1151711 4744769 5308624 38791 79841 86526 76633 5519878 6616809 110000 83500 0 2844821 3667384 0 144079 2254417 2421087 5209238 6171971 310640 444838 15063330 15454486 3294790 3199235 11768540 12255251 STRENGTHENING THE CHARLOTTE AREA'S NONPROFIT COMMUNITY THROUGH ACCESS TO FACILITIES AND SERVICES THAT LEADS TO GREATER IMPACT AND EFFICIENCY. false false 4149721 3196561 SHARED SERVICES:PROVIDED SHARED TECHNOLOGY INFRASTRUCTURE SERVICES AND END USER SUPPORT AND FINANCE AND HUMAN RESOURCES SERVICES TO OUR PARTNER AND HOPEWORKS TENANTS. BY SHARING THESE SERVICES ACROSS AGENCIES, THE CENTER PROVIDES CONSISTENT QUALITY AND BREADTH OF SERVICE AT A COMPETITIVE COST ALLOWING PARTNER AGENCIES TO MORE EFFECTIVELY DEPLOY RESOURCES FOCUSED ON THEIR CORE MISSIONS. COLLECTIVELY DURING FY 2024, THE CENTER'S SHARED SERVICES AGENCIES: SERVED AS THE SPECIALIZED JUVENILE PUBLIC DEFENDER IN MECKLENBURG COUNTY, USED INTERNAL AND EXTERNAL RESOURCES TO INFORM ADVOCACY FOR JUVENILE JUSTICE SYSTEM REFORM; MOVED FAMILIES FROM HOMELESSNESS TO HOUSING, PROVIDED FIRST TIME HOMEOWNERS WITH THE NECESSARY HOMEOWNER PLANNING, CLASSES, COUNSELING, CREDIT REPORT ANALYSIS, BUDGET PLANNING AND LINKAGE TO DOWN PAYMENT ASSISTANCE RESOURCES; ASSISTED INDIVIDUALS EXPERIENCING ECONOMIC HARDSHIP IN PREVENTING FORE-CLOSURE THROUGH COUNSELING AND CONNECTIONS WITH MORTGAGE ASSISTANCE PROGRAMS, BUDGETING AND MONEY MANAGEMENT; PROVIDED LOW-COST CLINIC CARE, LEVERAGED DONATED CARE FROM VOLUNTEER PHYSICIANS, DENTISTS, AND ALLIED HEALTH PROFESSIONALS, SERVED MOMS AND INFANTS WITH INTENSIVE HOME VISITATION SERVICES; PROVIDED BATTERED WOMEN AND CHILDREN WITH EMERGENCY SHELTER, PROVIDED CRIMINAL AND CIVIL COURT ACCOMPANIMENT TO INDIVIDUALS, LEGAL HOTLINE ASSISTANCE, AND LEGAL REPRESENTATION TO INDIVIDUALS WHO WERE VICTIMS OF DOMESTIC VIOLENCE OR SEXUAL ASSAULT; IMPLEMENTED A CRADLE TO CAREER EDUCATION AND SERVICES CONTINUUM THAT INCLUDES A CHILD DEVELOPMENT CENTER, A PRE-K THROUGH 8TH GRADE SCHOOL AND WRAPAROUND SERVICES TO MEET FAMILY NEEDS; AND PROVIDED PRACTICAL SUPPORT AND SERVICES THAT WILL ENHANCE THE PHYSICAL, SOCIAL, EMOTIONAL, AND SPIRITUAL QUALITY OF LIFE OF PEOPLE AFFECTED BY HIV, PROVIDED A VARIETY OF MUSIC AND ART EDUCATION PROGRAMS TO AT RISK CHILDREN IN LOW INCOME COMMUNITIES AT NO COST TO THE PARTICIPANTS OR THEIR FAMILIES; CREATED LASTING CHANGE FOR THOSE MOST IN NEED THROUGH STRATEGIC COMMUNITY PHILANTHROPY IN A FIVE COUNTY REGION THAT INCLUDES ANSON, CABARRUS, MECKLENBURG, IREDELL, AND UNION COUNTIES; PROVIDED EDUCATION SERVICES BOTH TO YOUTH AND ADULTS, FREE DENTAL AND MEDICAL SERVICES AND A WORKFORCE DEVELOPMENT PROGRAM; CONTINUED AN INNOVATIVE PILOT PROGRAM TO PROVIDE VALUABLE ASSISTANCE IN FINANCE, HR, AND SEVERAL GRASSROOTS ORGANIZATIONS LED BY PEOPLE OF COLOR, ALLOWING THEM TO FOCUS ON PROGRAM DELIVERY; WORKED WITH CHARLOTTE-MECKLENBURG SCHOOLS TO PROVIDE SERVICES NEEDED TO HELP STUDENTS STAY IN AND SUCCEED IN SCHOOL AND BEYOND FOR COLLEGE PREPARATION AND SOCIAL/CULTURAL DEVELOPMENT. 1096903 2112063 THE CENTER:PROVIDED HIGH QUALITY OFFICE SPACE, CONFERENCE ROOMS AND CLIENT AND VOLUNTEER PARKING IN UPTOWN CHARLOTTE AT A RATE WELL BELOW MARKET TO 12 NONPROFIT AGENCIES THAT IMPROVE THE LIVES OF CHILDREN AND FAMILIES. THE CENTER'S PROXIMITY TO THE CHARLOTTE TRANSIT CENTER AND THE PRESENCE OF THE 12 AGENCIES IN ONE BUILDING MAKES IT MORE CONVENIENT FOR CHILDREN AND FAMILIES WITH COMPLEX NEEDS TO ACCESS SERVICES FROM A VARIETY OF AGENCIES IN ONE VISIT. IT ALSO FOSTERS COLLABORATION AMONGST THE AGENCIES THAT IMPROVES THE QUALITY OF SERVICE PROVIDED TO THEIR CLIENTS. THE CENTER IS A NATIONAL ROLE MODEL FOR COLLABORATION. 696665 83500 696666 FISCAL SPONSORSHIPS:THE CENTER PROVIDES FISCAL SPONSORSHIP SERVICES TO UNCORPORATED GROUPS WHOSE MISSIONS AND CAUSES ARE ALIGNED WITH THE CENTER'S MISSION. FISCAL SPONSORSHIP ALLOWS INDIVIDUALS AND GROUPS TO ORGANIZE AROUND SOCIETAL CONCERNS, CONDUCT CHARITABLE ACTIVITIES AND RECEIVE TAX-EXEMPT GRANTS AND DONATIONS WITHOUT BUILDING A FULL ORGANIZATIONAL INFRASTRUCTURE OR RECEIVING A FORMAL 501(C)(3) NONPROFIT STATUS FROM THE IRS. THIS ENHANCES THE CENTER'S, AS WELL AS THE NONPROFIT SECTOR'S FLEXIBILITY, EFFICIENCY, EFFECTIVENESS AND INNOVATION. 5943289 true true false false false false false false false false true true false true true true false true false false false false false false false false false true false true false false false false false false false false false false false false true false false false false true 30 0 false 43 true false false false false false false false 0 false false false false false false false X 19 19 false false false false false false false true true false false true true true true true true true true false X X Ascend Nonprofit Solutions 7049439544 601 E 5th St Ste 510 Charlotte NC 28202 JAMES TAYLOR President & CEO 45.00 0.00 X 152159 0 32210 JIM BALES CFO 45.00 0.00 X 154623 0 5457 SHARON DAVIS CHR OFFICER 45.00 0.00 X 124500 0 28265 CLARK MACIAG CIO 45.00 0.00 X 134583 0 4572 KELLY MUSANTE CHIEF ENGAGEMEN 45.00 0.00 X 119583 0 5602 EMILY CALDWELL BOARD MEMBER 2.00 0.00 X 0 0 0 ROBERT KELLY Chairman 2.00 0.00 X X 0 0 0 EMILY CANTRELL PAST CHAIR 2.00 0.00 X 0 0 0 JACKIE LEE BOARD MEMBER 2.00 0.00 X 0 0 0 DEAN CIKINS BOARD MEMBER 2.00 0.00 X 0 0 0 KELSEY MAYO Secretary 2.00 0.00 X X 0 0 0 MATT HAWKINS BOARD MEMBER 2.00 0.00 X 0 0 0 ELIZABETH McKEE BOARD MEMBER 2.00 0.00 X 0 0 0 AMY JOHNSON BOARD MEMBER 2.00 0.00 X 0 0 0 LILLIAM NUNEZ-RODRIGUEZ BOARD MEMBER 2.00 0.00 X 0 0 0 JULIE JONES BOARD MEMBER 2.00 0.00 X 0 0 0 KAUMIL SHAH BOARD MEMBER 2.00 0.00 X 0 0 0 LAUREN SPEGAL BOARD MEMBER 2.00 0.00 X 0 0 0 COOKIE WILLIAMS BOARD MEMBER 2.00 0.00 X 0 0 0 DONALD TATE BOARD MEMBER 2.00 0.00 X 0 0 0 JENNIFER HOLLAND THOMPSON VICE CHAIR 2.00 0.00 X X 0 0 0 STEPHEN WATSON Treasurer 2.00 0.00 X X 0 0 0 LINDA WEISBRUCH BOARD MEMBER 2.00 0.00 X 0 0 0 PAMELA WIDEMAN BOARD MEMBER 2.00 0.00 X 0 0 0 685448 76106 5 false true false 0 144038 23710 983963 1151711 MEMBER AGENCY TENANTS 531120 2058279 2058279 OTHER PROGRAM INCOME 541519 53784 53784 SHARED SERVICES 541519 2952911 2952911 TECH SUPPORT INCOME 541519 243650 243650 5308624 79841 79841 0 0 140517 63884 76633 76633 76633 0 0 0 0 0 6616809 5308624 156474 83500 83500 0 0 0 787751 755730 4092 27929 0 2235479 2141872 11626 81981 0 420134 401691 2175 16268 224020 214661 1162 8197 0 0 39430 22430 17000 0 0 0 400584 391251 7756 1577 6388 3674 1750 964 26449 20599 5249 601 260470 260470 0 573493 573493 2294 1002 1292 0 38776 34254 71 4451 6017 6017 0 400946 400946 61182 26650 33722 810 Program Suppoort 597400 597400 Dues & Membership 7658 7649 9 0 6171971 5943289 84603 144079 1369153 1006094 904603 1646173 65000 57625 332315 512994 0 0 40144 26731 0 136935 153717 14503317 7541001 7202383 6962316 0 1528018 1599236 0 16169 10199 3468610 3479401 15063330 15454486 146689 314968 86279 91039 297962 75362 2763860 2717866 3294790 3199235 X 11132951 11541348 635589 713903 11768540 12255251 15063330 15454486 444838 41873 X false true X true false X 456844 1123767 679382 648292 1151711 4059996 0 100000 100000 100000 100000 100000 500000 556844 1223767 779382 748292 1251711 4559996 240769 4319227 194175 31642 172641 201193 220358 820009 0 1124 29415 30539 5410544 0.79830 0.82020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11877068 7541001 4336067 2626249 2626249 6962316 1599236 Bargin Use of Land 476000 Deferred Lease Incentive 317607 Operating lease right-of-use 2681900 Other Assets 3894 3479401 Other Liabilities 3895 Right-of-use operating lease 2682150 Tenant Security Deposits 31821 2717866 X 8676212 41873 1953646 63884 2059403 6616809 6616809 8189501 1953646 63884 2017530 6171971 6171971 Part X : FIN48 Footnote ASCEND NONPROFIT SOLUTIONS IS A NOT-FOR-PROFIT CORPORATION EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. CFSC SHARED SERVICES, LLC IS A SINGLE-MEMBER LIMITED LIABILITY COMPANY WHICH DOES NOT HAVE SEPARATE TAX REPORTING STATUS.ASCEND'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. THE CENTER IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS.GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRE THE CENTER TO RECOGNIZE A TAX BENEFIT OR EXPENSE FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. MANAGEMENT BELIEVES ASCEND HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 RENTAL EXPENSES $63884 Part XII, Line 2d: Other expenses and losses per audited F/S RENTAL EXPENSES $63884 true Beds For Kids 1800 Camden Road Ste 107-17 Charlotte NC 28203 274153074 501(c)3 32000 0 For one of our fiscal sponsorships- Families Forward PO Box 470436 Charlotte NC 28247 820790354 501(c)3 32000 0 For one of our fiscal sponsorships- HopeWay Foundation 1717 Sharon Road West Charlotte NC 28210 464510365 501(c)3 19500 0 For one of our fiscal sponsorships- 3 0 Grantmaker's Description of How Grants are Used THE DOMESTIC GRANT AWARDS IN FY24 WERE ALL FOR OUR FISCAL SPONSORSHIPS. THE FISCAL SPONSORSHIP PRESENTS ASCEND WITH RECEIPTS THAT SHOW EXPENSES THAT WERE COVERED UNDER THE GRANT. X X false false false false false false false false false JAMES TAYLOR President & CEO 152159 8897 23313 184369 JIM BALES CFO 154623 5457 160080 SHARON DAVIS CHR OFFICER 124500 2451 25814 152765 Form 990, Part VI, Section B, Line 11b THE AUDIT COMMITTEE WILL CONDUCT A DETAILED REVIEW OF THE FORM 990, INCLUDING DISCUSSION WITH AGENCY FINANCIAL REPRESENTATIVES. THE FORM 990 WILL BE PROVIDED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW PRIOR TO FILING. Form 990, Part VI, Section B, Line 12c THE CONFLICT OF INTEREST POLICY IS PROVIDED TO EACH BOARD MEMBER AT ORIENTATION AND AGAIN ANNUALLY. THERE IS A FULL DISCUSSION OF THE POLICY ANNUALLY AND EACH BOARD MEMBER IS ASKED TO SIGN A STATEMENT OF UNDERSTANDING OF THE POLICY. THOSE STATEMENTS ARE KEPT ON FILE AND REFERRED TO ON A PERIODIC BASIS. Form 990, Part VI, Section B, Line 15a THE EXECUTIVE COMMITTEE MET TO CONFIRM THE GOALS AND CONSIDER COMPENSATION FOR THE EXECUTIVE DIRECTOR. THE COMMITTEE USED THREE SALARY SURVEY SOURCES (EMPLOYER'S ASSOCIATION, NON-PROFIT TIMES, AND THE RANGE OF THE OTHER ASCEND NONPROFIT SOLUTIONS EXECUTIVE DIRECTORS IN CURRENT AREA) TO BENCHMARK COMPENSATION FOR THE POSITION. IN ADDITION TO THE SALARY SURVEY DATA, THE COMMITTEE CONSULTED THE ANNUAL BUDGET PREPARED BY THE TREASURER AND THE FINANCIAL COORDINATOR. THE ANNUAL BUDGET CONTAINED A DETAILED SCHEDULE OF COMPENSATION FOR EMPLOYEES AND THE EXECUTIVE DIRECTOR. ONCE THE COMMITTEE REACHED A CONSENSUS REGARDING PERFORMANCE, THE MEMBERS DISCUSSED COMPENSATION RELATIVE TO THE ANNUAL BENCHMARKS AND ESTABLISHED OBJECTIVES AND PRESENTED THEIR FINDINGS AND RECOMMENDATIONS FOR REVIEW AND APPROVAL DURING AN EXECUTIVE SESSION OF THE BOARD OF DIRECTORS. THE EXECUTIVE DIRECTOR WAS NOT PRESENT FOR THE SESSION. FOLLOWING THE EXECUTIVE SESSION OF THE BOARD OF DIRECTORS MEETING, THE BOARD PRESIDENT INFORMED THE EXECUTIVE DIRECTOR OF THE COMPENSATION DECISION. Form 990, Part VI, Section C, Line 19 ASCEND MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. CFSC SHARED SERVICES LLC 601 E 5TH STREET CHARLOTTE NC 28202 263701552 FINANCE AND HUMAN RESOURCES SHARED SERVICES NC ASCEND NONPROFIT SOLUTIONS false false false false false false false false false false false false false false false false false false false