2025-07-01T08:54:22-05:00 2024-09-30 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 40 WESTMINSTER STREET SUITE 600 PROVIDENCE RI 02903 990 2023-10-01 223031765 ONWARD WE LEARN ONWA 4018545500 134 THURBERS AVE NO 111 PROVIDENCE RI 02905 ANDREW BRAMSON PRESIDENT & CEO 4018545500 2025-07-01 1 1 EVA MRUK P00543254 4016216200 2025-07-01 2023 2025-03-06 01:10:19Z ANDREW BRAMSON 134 THURBERS AVE NO 111 PROVIDENCE RI 02905 7626319 0 X WWW.ONWARDWELEARN.ORG X 1989 RI ONWARD WE LEARN IS A COLLEGE ACCESS AND SUCCESS ORGANIZATION IN RHODE ISLAND. 13 13 92 15 0 0 6044319 5689101 0 0 226864 850908 0 0 6271183 6540009 711469 816139 0 0 3336138 3758774 0 0 11403 1511146 1417894 5558753 5992807 712430 547202 9242340 10986963 853073 984872 8389267 10002091 X WE AT ONWARD WE LEARN PREPARE AND INSPIRE YOUNG PEOPLE IN RHODE ISLAND TO BECOME THE FIRST IN THEIR FAMILIES TO ATTEND AND COMPLETE COLLEGE. 0 0 1202683 0 0 ONWARD WE LEARN ADVISORY:EACH YEAR, THE ORGANIZATION RECRUITS A NEW CLASS OF STUDENTS ACROSS THE MIDDLE SCHOOL GRADES (6-8) AND PROVIDES THEM WITH ONGOING SERVICES THROUGH THEIR FIRST YEAR OF COLLEGE. SERVICES INCLUDE COACHING AND MENTORING SERVICES, WHICH ARE DELIVERED BY 30 ADVISORS WHO OPERATE IN 40 MIDDLE SCHOOLS AND HIGH SCHOOLS AND AT THE STATE'S THREE PUBLIC COLLEGES AND UNIVERSITIES. WE ALSO PROVIDE 40 OUT-OF-SCHOOL PROGRAMS TO STUDENTS THAT FOCUS ON ACADEMIC ENRICHMENT, SOCIAL AND EMOTIONAL DEVELOPMENT, CAREER EDUCATION, AND POSTSECONDARY PREPARATION. ONWARD WE LEARN ADVISORS WORK CLOSELY WITH STUDENTS TO HELP IDENTIFY AND CONSIDER THE POSTSECONDARY PATHWAY THAT IS THE BEST FIT FOR THEM AND WORKS WITH YOUNG PEOPLE TO IDENTIFY SCHOLARSHIPS AND OTHER RESOURCES TO MAKE POSTSECONDARY EDUCATION AFFORDABLE. 816139 816139 0 SCHOLARSHIP PROGRAM:IN FY 2024, WE PROVIDED $816,139 FOR SCHOLARSHIPS TO 624 STUDENTS TO SUPPORT POSTSECONDARY SUCCESS. THESE RESOURCES WERE CRITICAL TO SUPPORTING COLLEGE PERSISTENCE AND COLLEGE COMPLETION EFFORTS. IN CONJUNCTION WITH THESE SCHOLARSHIP RESOURCES, INDEPENDENT RESEARCHERS STUDYING ONWARD WE LEARN DISCOVERED THAT STUDENTS IN THE PROGRAM HAD A FIRST-YEAR RETENTION RATE IN COLLEGE OF 75.4 PERCENT, WHICH WAS 10.3 PERCENTAGE POINTS HIGHER THAN THE STUDY'S MATCHED COMPARISON GROUP. 404108 0 0 ONWARD WE LEARN FAFSA STUDENT SUPPORT: ONE OF THE MOST IMPORTANT MILESTONES IN THE ONWARD WE LEARN PROGRAM IS A STUDENT'S SUBMISSION OF THE FAFSA FORM (FREE APPLICATION FOR FEDERAL STUDENT AID). FAFSA COMPLETION IS PREDOMINANTLY A 12TH GRADE ACTIVITY, BUT IT IS OFTEN DISCUSSED AND HIGHLIGHTED THROUGHOUT THE HIGH SCHOOL EXPERIENCE. IN FY 2024, ONWARD SUPPORTED THE COMPLETION OF MORE THAN 1,000 FAFSA FORMS. THIS INCLUDED AN 84% FAFSA COMPLETION RATE AMONG ONWARD STUDENTS IN THE PROGRAM AS WELL AS PROVIDING FAFSA SUPPORT FOR OTHER STUDENTS ATTENDING SCHOOLS IN PROVIDENCE AND PAWTUCKET. ONWARD WE LEARN WAS A STATEWIDE LEADER IN FAFSA SUPPORT, WHICH WAS NEEDED DUE TO THE MANY DELAYS AND DIFFICULTIES ASSOCIATED WITH THE FAFSA PROCESS DURING THIS YEAR. 2618535 0 0 THE SUCCESS OF THE ORGANIZATION'S PROGRAM PRIMARILY LIES IN OUR SEAMLESS SYSTEM OF STEADY ADULT SUPPORT FOR STUDENTS FROM GRADE 6 TO HIGH SCHOOL GRADUATION. WE PLACE A TEAM OF 25 FULL-TIME MIDDLE SCHOOL AND HIGH SCHOOL ADVISORS IN 35 SCHOOLS IN OUR TARGET DISTRICTS THROUGHOUT THE ACADEMIC YEAR TO PERSONALIZE THE COLLEGE-BOUND EXPERIENCE FOR THE STUDENTS IN OUR PROGRAMS. THESE ADVISORS FORGE RELATIONSHIPS WITH STUDENTS, ENCOURAGE THEM TO PURSUE HIGH ACADEMIC GOALS AND RUN VARIOUS AFTER-SCHOOL, WEEKEND, AND SCHOOL VACATION AND SUMMER PROGRAMS TO MEET STUDENTS' ACADEMIC, PERSONAL AND SOCIAL DEVELOPMENT, COLLEGE READINESS AND CAREER EXPLORATION NEEDS. ADVISORS ARE A DIVERSE GROUP OF YOUNG PROFESSIONALS WHO UNDERSTAND THE CHALLENGES THAT YOUNG PEOPLE AND DISADVANTAGED COMMUNITIES FACE, SINCE MANY OF THEM ARE ALUMNI OR COME FROM RHODE ISLAND'S URBAN COMMUNITIES. 2618535 0 0 5041465 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 92 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X SUSAN MANSOLILLO 4018545500 134 THURBERS AVE NO 111 PROVIDENCE RI 02905 MEG GEOGHEGAN CHAIRPERSON 2.00 X X 0 0 0 JESSICA MARFEO VICE CHAIRPERSON 0.30 X X 0 0 0 MARY HALPIN TREASURER 0.30 X X 0 0 0 VICTOR CAPELLAN SECRETARY 0.30 X X 0 0 0 GREG EBNER DIRECTOR 0.30 X 0 0 0 NERI FRANCO DIRECTOR 0.30 X 0 0 0 SCOTT GAUSLAND DIRECTOR 0.30 X 0 0 0 ADI GOLDSTEIN DIRECTOR 0.30 X 0 0 0 HAL HORVAT DIRECTOR 0.30 X 0 0 0 SIDNEY MACKY MCCLEARY DIRECTOR 0.30 X 0 0 0 EDWIN PACHECO DIRECTOR 0.30 X 0 0 0 KIM E PERRY DIRECTOR 0.30 X 0 0 0 ALAINA RESTIVO THRU 05312024 DIRECTOR 0.30 X 0 0 0 RANIKA REYES DIRECTOR 0.30 X 0 0 0 DR TAMMY WARNER DIRECTOR 0.30 X 0 0 0 ANDREW BRAMSON PRESIDENT & CEO 35.00 X 182351 0 10827 SUSAN MANSOLILLO CHIEF FINANCIAL & ADMIN. OFFICER 35.00 X 134838 0 9531 ALEJANDRO MOLINA CHIEF PROGRAM OFFICER 35.00 X 125866 0 6524 443055 0 26882 3 0 1 0 RW BLACKBURN 1130 TEN ROD ROAD E203 NORTH KINGSTOWN RI 02852 DATABASE DEVELOPMENT SERVICES 216000 RHODE ISLAND COLLEGE 600 MOUNT PLEASANT AVENUE PROVIDENCE RI 02908 ACTUARIAL ANALYSIS SERVICES 120000 2 50000 4827712 811389 5689101 130238 130238 1806980 1086310 720670 720670 720670 6540009 0 0 850908 816139 816139 465045 321393 143652 2695785 2467794 227991 66270 62740 3516 14 263624 232052 31530 42 268050 239886 28163 1 175 175 35000 35000 40000 40000 41303 41303 453371 408613 39758 5000 2366 1376 990 159377 67595 87571 4211 28471 16196 12275 183124 183124 98220 96382 1838 39664 19742 17787 2135 537 537 10356 10356 21222 21222 PROGRAM SUPPLIES 278253 277869 384 STAFF DEVELOPMENT 21170 13059 8111 MISCELLANEOUS EXPENSES 5285 629 4656 5992807 5041465 939939 11403 822405 380537 107158 83959 594601 1069661 578981 577931 44439 72627 1103288 756593 229052 346695 6470734 8127034 196744 233217 198226 95302 9242340 10986963 670008 624247 0 282891 183065 77734 853073 984872 X 7338445 9456054 1050822 546037 8389267 10002091 9242340 10986963 X 547202 1029149 36473 X X 0 1 X 1 1 1 X 5380888 1621354 4560069 6044319 5689101 23295731 0 0 458255 424026 411866 1294147 5380888 1621354 5018324 6468345 6100967 24589878 250257 24339621 87119 17303 79957 82634 130238 397251 24987129 0.97410 0.98250 X SCHEDULE A, PART II, COLUMN (B) 2020: THE ORGANIZATION IS REPORTING A SHORT YEAR 7/1/21 TO 9/30/21 IN COLUMN (C) DUE TO A CHANGE IN YEAR-END. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 40000 0 0 40000 0 PART II-B, LINE 1: A CONSULTANT ENGAGED WITH STATE AND FEDERAL ELECTED LEADERS, AGENCIES, AND STAKEHOLDERS TO RAISE THE PROFILE OF THE ORGANIZATION AND HELP POSITION THE ORGANIZATION FOR FUNDING OPPORTUNITIES. 134401 132342 2059 968887 624251 344636 346695 OPERATING LEASE LIABILITY 37372 FINANCE LEASE LIABILITY 40362 77734 X 7976194 1029149 411866 36473 1477488 6498706 41303 41303 6540009 6363370 411866 411866 5951504 41303 41303 5992807 PART X, LINE 2: THE ORGANIZATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION AND/OR DISCLOSURE. THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR YEARS PRIOR TO 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN FAIR VALUE OF BENEFICIAL INTEREST IN COMMUNITY FOUNDATION 36,473. 1 SCHOLARSHIPS TO INDIVIDUALS 624 816139 PART I, LINE 2: TO BE ELIGIBLE FOR A SCHOLARSHIP, THE STUDENT MUST EARN ADMISSION TO AN ACCREDITED COLLEGE, UNIVERSITY, COMMUNITY COLLEGE, OR TRADE SCHOOL. THE STUDENT IS ELIGIBLE FOR A SCHOLARSHIP FOR UP TO SIX YEARS AFTER HIGH SCHOOL GRADUATION OR RECEIPT OF GED. THE STUDENT MUST REQUEST THEIR FIRST SCHOLARSHIP AWARD BEFORE THEY TURN 22 YEARS OLD. AWARD PAYMENTS ARE MADE DIRECTLY TO THE STUDENT'S SCHOOL. PAYMENTS ARE MADE AFTER THE SCHOOL CERTIFIES THE STUDENT'S ATTENDANCE, SATISFACTORY PROGRESS AND FINANCIAL NEED. X X X 0 0 0 0 0 0 0 0 0 ANDREW BRAMSON PRESIDENT & CEO 177517 0 0 0 4834 0 8791 0 2036 0 193178 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED IN DECEMBER 2023. SIGNIFICANT CHANGES INCLUDED: 1. CHANGE THE PRESIDENT AND CEO INTO A NON-VOTING MEMBER. 2. APPLY TERMS AND TERM LIMITS TO EX-OFFICIO MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM. A COMPLETE COPY IS PROVIDED ELECTRONICALLY TO ALL MEMBERS OF THE ORGANIZATION'S BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL AT A BOARD MEETING PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, AN ETHICS COMPLIANCE REPORTING FORM IS SENT TO ALL DIRECTORS FOR THEIR SIGNATURE. THE FINANCE AND ADMINISTRATION COMMITTEE ANNUALLY REVIEWS THE COMPLETED FORMS TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST. IN THE EVENT OF A POTENTIAL CONFLICT OF INTEREST, NO TRANSACTION BETWEEN THE ORGANIZATION AND ONE OR MORE INTERESTED PERSONS MAY BE APPROVED UNLESS ALL OF THE FOLLOWING CONDITIONS ARE MET: A) ALL RELEVANT AND MATERIAL FACTS THAT MIGHT REASONABLY BE CONSTRUED TO BE ADVERSE BY THE ORGANIZATION'S INTEREST ARE DISCLOSED IN GOOD FAITH IN ADVANCE BY SUCH DIRECTOR AND (B) THE BOARD DETERMINES THAT THE DIRECTOR HAS MADE THE DISCLOSURE AND FULLY RESPONDED TO QUESTIONS CONCERNING THE MATTERS REFERRED TO ABOVE AND ESTABLISHED THAT THE CONTRACT OR TRANSACTION IS FAIR AND REASONABLE TO THE ORGANIZATION. (C) THE BOARD AUTHORIZES SUCH CONTRACT OR TRANSACTION BY A VOTE OF AT LEAST A MAJORITY OF THE DIRECTORS PRESENT AT A MEETING AT WHICH A QUORUM IS PRESENT, AND SUCH INTERESTED DIRECTOR IS NOT COUNTED IN DETERMINING THE PRESENCE OF A QUORUM OR IN DETERMINING THE MAJORITY VOTE; AND (D) SUCH INTERESTED DIRECTOR IS NOT PRESENT AT SUCH TIME AS THE VOTE OR DECISION IS MADE. FORM 990, PART VI, SECTION B, LINE 15A AN INDEPENDENT CONSULTING ORGANIZATION IS HIRED BY THE ORGANIZATION TO DEVELOP THE CEO JOB DESCRIPTION, RESEARCH COMPENSATION DATA AND DEVELOP AND MAKE RECOMMENDATIONS TO THE BOARD OF DIRECTORS FOR THE CEO'S COMPENSATION PACKAGE AND EXECUTIVE CONTRACT CONTENT. ANNUALLY, THE CEO'S PERFORMANCE IS EVALUATED BY A BOARD SUB-COMMITTEE, WHICH THEN MAKES RECOMMENDATIONS TO THE FULL BOARD FOR ANY COMPENSATION ADJUSTMENTS. THE REVIEW AND APPROVAL IS DOCUMENTED IN THE BOARD MEETING MINUTES. THIS PROCESS WAS LAST UNDERTAKEN IN JUNE 2024. THE CEO SETS THE COMPENSATION FOR THE CHIEF FINANCE & ADMINISTRATION OFFICER. THE CEO LOOKS AT COMPARATIVE DATA FROM SIMILAR NONPROFITS IN ORDER TO FORMULATE COMPENSATION ADJUSTMENTS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS (ARTICLES OF INCORPORATION AND THE BY-LAWS) ARE AVAILABLE UPON REQUEST, THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST, AND THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AND UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN FAIR VALUE OF BENEFICIAL INTEREST IN COMMUNITY FOUNDATION 36,473. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.