2026-07-14T05:17:54-05:00 2025-08-31 334358135 SAX ADVISORS LLC 389 INTERPACE PARKWAY STE 3 PARSIPPANY NJ 07054 990 2024-09-01 273238471 AMERICA ACHIEVES INC AMER 3478200934 244 FIFTH AVENUE F71 NEW YORK NY 10001 JONATHAN SCHNUR CEO 3478200934 2026-07-14 1 0 MARQUS WHITE P00053187 9734726250 2026-07-13 2024 2025-03-06 01:10:19Z JONATHAN SCHNUR 244 FIFTH AVENUE F71 NEW YORK NY 10001 791611 0 X WWW.AMERICAACHIEVES.ORG X 2010 NY ADVANCING ECONOMIC AND EDUCATIONAL OPPORTUNITY, MOBILITY, AND PATHWAYS TO GOOD JOBS AND CAREERS, INCLUDING FOR LOW- AND MODERATE-INCOME AND OTHER UNDERSERVED COMMUNITIES. 9 7 19 7 0 0 16454000 401258 0 0 95560 240353 7651 150000 16557211 791611 372000 1727000 0 0 1904493 3277704 0 0 295876 7787697 6055719 10064190 11060423 6493021 -10268812 11696447 910985 799001 282351 10897446 628634 X SEE SCHEDULE O 0 0 9473078 1680000 150000 TECH HUBS PLANNING AND INITIAL IMPLEMENTATION SUPPORTWE SUCCESSFULLY PROVIDED TECHNICAL ASSISTANCE TO REGIONAL COALITIONS APPLYING TO BECOME FEDERAL TECH HUBS AND SUPPORTED INITIAL IMPLEMENTATION OF THEIR PLANS, WITH A KEY FOCUS ON EMBEDDING CAREER PATHWAYS AND FAIR ACCESS TO ECONOMIC OPPORTUNITY. THIS FOLLOWED OUR PREVIOUS SUCCESSFUL EFFORTS TO ENCOURAGE CONGRESS TO ENACT THE INITIAL $500 MILLION FOR THIS FEDERAL TECH HUBS PROGRAM. WE SUPPORTED A TOTAL OF 13 REGIONS ACROSS PHASES I AND II OF THE TECH HUBS COMPETITION, OF WHICH SIX ULTIMATELY RECEIVED LARGE-SCALE IMPLEMENTATION GRANTS A WIN RATE OF 46%, MORE THAN 15 TIMES THE NATIONAL WIN RATE. (CONTINUED ON SCHEDULE O)TOGETHER, THE SIX HUBS WE HELPED DESIGN ACCOUNTED FOR A TOTAL OF $225 MILLION IN FEDERAL FUNDING.AMERICA ACHIEVES WORKED WITH EACH REGIONAL COALITION TO ADVISE ON OR DRAFT ITS OVERALL TECH HUBS PLAN, APPLY FOR FEDERAL FUNDING, AND DEVELOP IMPLEMENTATION PLANS. THIS INCLUDED, BUT WAS NOT LIMITED TO, CREATING AND EXPANDING EFFECTIVE CAREER PATHWAYS ALIGNED TO THE HIRING AND ECONOMIC DEVELOPMENT NEEDS OF EACH TECH HUB. THESE SIX REGIONS, ALONG WITH FIVE OTHER FINALISTS WE SUPPORTED, HAVE ECONOMIC DEVELOPMENT AND CAREER PATHWAY INITIATIVES AND PLANS SUPPORTED BY MULTI-SECTOR COALITIONS. MOST ARE ON A PATH TO ENSURE THAT LOCAL RESIDENTS ACCESS LEADING ROLES AND GOOD JOBS IN HIGH-GROWTH TECH SECTORS ACROSS THE COUNTRY FROM DRONES AND PHOTONICS TO LITHIUM BATTERIES AND PERSONALIZED MEDICINE. THESE TECH HUBS AIM TO CREATE MORE THAN 100,000 JOBS AND ALIGN TALENT PIPELINES WITH THESE OPPORTUNITIES TO EXPAND ACCESS TO PATHWAYS TO GOOD JOBS FOR LOCAL RESIDENTS.THESE REGIONS OFFER PROMISING PATHWAYS TO HIGH-VALUE CREDENTIALS, INCLUDING INDUSTRY-DESIGNED AND MORE TRADITIONAL PATHS THROUGH THE COMMUNITY COLLEGE SYSTEM, TO HELP LEARNERS SECURE WORK IN HIGH-GROWTH SECTORS. EXAMPLES INCLUDE THE TULSA HUB FOR EQUITABLE & TRUSTWORTHY AUTONOMY (THETA), WHICH IS TRANSFORMING THE TULSA, OKLAHOMA REGION INTO A GLOBALLY COMPETITIVE HUB FOR THE DEVELOPMENT, TESTING, MANUFACTURING, AND DEPLOYMENT OF CYBER-SECURE AUTONOMOUS SYSTEMS, SUCH AS DRONES. THETA BUILDS ON TULSA'S LEGACY OF AEROSPACE MANUFACTURING, SIGNIFICANT INVESTMENTS IN THE LOCAL DRONE INDUSTRY, AND NATIONALLY UNIQUE TESTING FACILITIES. IN ADDITION, THETA INCLUDES PARTNERSHIPS WITH TRIBAL NATIONS AND BLACK TECH STREET TO MEANINGFULLY ENGAGE UNDERREPRESENTED COMMUNITIES IN ADVANCED TECHNOLOGIES AND EXPAND ECONOMIC OPPORTUNITY TO THESE COMMUNITIES. TULSA HAS ADVANCED NEW PATHWAYS TO CREDENTIALS TO SUPPORT THIS TECH HUBS STRATEGY.THE WISCONSIN BIOHEALTH TECH HUB IS DRAWING ON WISCONSIN'S EXTENSIVE MANUFACTURING HISTORY AND ITS EMERGING RESEARCH STRENGTHS IN BIOTECH TO POSITION THE STATE AS A GLOBAL LEADER IN PERSONALIZED MEDICINE AN EMERGING HEALTHCARE APPROACH THAT TAILORS TESTS, TREATMENTS, AND THERAPIES INFORMED BY A PATIENT'S UNIQUE GENETIC CODE, MEDICAL RECORD, AND ENVIRONMENT. THIS COALITION INCLUDES MILWAUKEE AREA TECHNICAL COLLEGE (MATC) AND MADISON AREA TECHNICAL COLLEGE (MADISON COLLEGE), WHICH ARE EXPANDING AND LAUNCHING CREDENTIAL PATHWAYS IN PARTNERSHIP WITH WRAPAROUND AND CAREER NAVIGATION SUPPORTS FROM REGIONAL WORKFORCE BOARDS TO MEET THE NEEDS OF EMPLOYERS AND TRAINEES/WORKERS AND TO ENSURE A BROADER AND DEEPER TALENT POOL. OVERALL, THE PROJECT AIMS TO PREPARE AND PLACE THOUSANDS OF WORKERS IN GOOD JOBS IN BIOHEALTH, PERSONALIZED HEALTH, AND ASSOCIATED MANUFACTURING AND TECHNOLOGY SECTORS WITHIN FIVE YEARS.HEADWATERS HUB SEEKS TO ESTABLISH MONTANA AS A GLOBAL LEADER IN THE DEVELOPMENT AND PRODUCTION OF "SMART PHOTONIC SENSORS" PRIMARILY OPTICAL AND LASER TECHNOLOGIES AND IN WAYS THAT LOCAL BUSINESSES AND WORKERS CAN APPLY CUTTING-EDGE TECHNOLOGY, IN COMBINATION WITH ARTIFICIAL INTELLIGENCE AND MACHINE LEARNING, TO SELF-DRIVING VEHICLES, EMISSIONS TRACKING, AND FARM AND WILDFIRE MANAGEMENT, AMONG OTHER APPLICATIONS. MONTANA'S PROPOSAL CENTERS ON RURAL AND TRIBAL COMMUNITIES AND SEEKS TO ENSURE THAT THESE COMMUNITIES HELP LEAD HUB PROJECTS AND SHARE IN THEIR EXPECTED BENEFITS, PARTICULARLY WITH REGARD TO JOB CREATION. 47000 47000 HELPING LOCAL REGIONS IMPLEMENT TECH HUBS, BUILD BACK BETTER REGIONAL CHALLENGE, AND GOOD JOBS CHALLENGE GRANTSWE ACTIVELY SUPPORTED IMPLEMENTATION FOR MANY OF THESE TECH HUB REGIONS. BEYOND THE TECH HUBS WE SUPPORTED IN IMPLEMENTATION, WE ALSO SUPPORTED IMPLEMENTATION FOR REGIONS RECEIVING BUILD BACK BETTER REGIONAL CHALLENGE GRANTS AND GOOD JOBS CHALLENGE GRANTS OTHER FEDERAL PROGRAMS WE HELPED DESIGN. THIS INCLUDED HELPING ADVANCE THEIR WORKFORCE STRATEGIES THROUGH OUR EDUCATION-TO-EMPLOYMENT (E2E) APPLIED PROFESSIONAL LEARNING COHORT, WHICH INCLUDED WORKSHOPS FEATURING REGIONAL EXEMPLARS FROM ACROSS THE COUNTRY, PEER LEARNING, AND TECHNICAL ASSISTANCE. (CONTINUED ON SCHEDULE O)WE ALSO DEPLOYED TECHNICAL ASSISTANCE TEAMS TO PROVIDE CUSTOMIZED SUPPORT TO FOUR OF THESE REGIONAL COALITIONS, ALONG WITH AN APPLIED PROFESSIONAL LEARNING COHORT FOR 11 REGIONS. WE PARTNERED WITH BROOKINGS METRO TO SUPPORT THIS COMMUNITY OF PRACTICE, ALONG WITH ACCOMPANYING RESEARCH BRIEFS AND WEBINARS TO SHARE INSIGHTS AND EMERGING EVIDENCE FROM INCLUSIVE ECONOMIC INITIATIVES ACROSS THE COUNTRY.THIS SUPPORT HELPED REGIONS IN THE EARLY PHASE OF IMPLEMENTING THESE GRANTS. WITH OUR SUPPORT, THESE REGIONS HONED THEIR IMPLEMENTATION STRATEGIES, STRENGTHENED THEIR MULTI-SECTOR COALITIONS, BEGAN TO IMPLEMENT OUTCOMES-FOCUSED GOVERNANCE, AND BUILT LOCAL BACKBONE ORGANIZATIONAL CAPACITY TO SUPPORT AND COORDINATE THESE INITIATIVES IN LINE WITH THEIR VISION AND STATED OUTCOMES. THE GOOD JOBS ECONOMY INITIATIVEIN THE SUMMER OF 2025, AMERICA ACHIEVES COMPLETED A MULTI-YEAR PLAN FOR, AND LAUNCHED WITH THE NATIONAL GOVERNORS ASSOCIATION (NGA), THE GOOD JOBS ECONOMY INITIATIVE A BIPARTISAN INITIATIVE TO MODERNIZE STATE AND REGIONAL TALENT SYSTEMS WHILE SCALING EFFECTIVE PROGRAMS TO CONNECT OVER A MILLION AMERICANS TO GOOD JOBS. WE ARE ESPECIALLY FOCUSED ON HELPING STATES AND LOCAL REGIONS DO THIS IN A RAPIDLY CHANGING ECONOMY, INCLUDING IN AI-IMPACTED LABOR MARKETS. OUR AIM IS TO HELP BUILD A PROSPEROUS, COMPETITIVE NATION WHERE LOCAL RESIDENTS HAVE CLEAR PATHWAYS TO GOOD JOBS, EMPLOYERS ACCESS THE TALENT THEY NEED, AND COMMUNITIES CAN DRIVE INCLUSIVE ECONOMIC GROWTH. (CONTINUED ON SCH. O)TO DO SO, WE WORK ALONGSIDE GOVERNORS, STATES, AND LOCAL REGIONS TO ALIGN EDUCATION AND WORKFORCE TRAINING WITH ECONOMIC PRIORITIES AND EMPLOYER HIRING NEEDS AND TO CONNECT RESIDENTS TO GOOD JOBS.TO SUPPORT GOVERNORS IN TRANSLATING THIS VISION INTO MEASURABLE OUTCOMES, THE GOOD JOBS ECONOMY INITIATIVE PROVIDES A CLEAR STATE-LEVEL AND LOCAL OPERATING FRAMEWORK THE GOOD JOBS TALENT SYSTEMS FRAMEWORK. OUR GOOD JOBS STRATEGY ALIGNS THREE ESSENTIAL ELEMENTS THAT TOO OFTEN FUNCTION IN ISOLATION: BUILDING OUTCOMES-DRIVEN SYSTEMS. ADVANCING THE STATEWIDE AND LOCAL REGIONAL SYSTEMS AND POLICIES THAT ALIGN THE SUPPLY OF TALENT TO THE DEMAND FOR GOOD JOBS. SCALING EFFECTIVE AND EVIDENCE-BACKED PROGRAMS. CREATING GOOD JOBS FUNDS THAT HELP DESIGN, DELIVER, AND SCALE HIGH-QUALITY, EMPLOYER-ALIGNED PROGRAMS ACROSS A LOCAL REGION OR STATE. HELPING LOW- AND MODERATE-INCOME PEOPLE ACCESS RESOURCES TO PARTICIPATE IN HIGH-QUALITY PROGRAMS LEADING TO GOOD JOBS. THIS INCLUDES HELPING THESE POPULATIONS ACCESS ENACTED PUBLIC FUNDING THAT OTHERWISE MIGHT BE UNKNOWN OR INADEQUATELY ACCESSED BY THOSE WHO NEED IT MOST.BY INTEGRATING THESE COMPONENTS, STATES CAN MOVE BEYOND FRAGMENTED INITIATIVES TOWARD A COHERENT, OUTCOMES-DRIVEN TALENT STRATEGY ONE THAT CONNECTS PEOPLE, PROGRAMS, POLICY, AND FUNDING INTO A SINGLE ENGINE FOR ECONOMIC MOBILITY.EARLY PARTNERSHIPS ILLUSTRATE HOW THE MODEL OPERATES IN PRACTICE FROM SUCCESSFULLY SUPPORTING FEDERAL GRANT APPLICATIONS AND CONDUCTING A DIAGNOSTIC OF STATEWIDE TALENT SYSTEMS IN OKLAHOMA, TO WORKFORCE PELL POLICY AND IMPLEMENTATION IN MARYLAND, TO A REGIONAL GOOD JOBS FUND IN NORTH CAROLINA REBUILDING TALENT PIPELINES FOR GOOD JOBS IN HEALTH CARE, ADVANCED MANUFACTURING, AND SKILLED TRADES IN WESTERN NORTH CAROLINA.DURING THIS FISCAL YEAR, WE ALSO DESIGNED THE NEXT PHASE OF THIS WORK. A CENTERPIECE OF THE NEXT PHASE IS ALIGNING THE SUPPLY OF TALENT WITH THE DEMAND FOR GOOD JOBS, DRIVING BOTH EQUAL OPPORTUNITY AND GROWTH IN KEY ECONOMIC INNOVATION SECTORS AS WELL AS IN-DEMAND LOCAL OCCUPATIONS. THIS INCLUDES HELPING GOVERNORS AND STATES NATIONWIDE MAKE MEASURABLE PROGRESS TOWARD PROTECTING AND ADVANCING ACCESS TO GOOD JOBS IN AN AI-IMPACTED ECONOMY. A KEY FEATURE OF THIS WORK AT BOTH THE REGIONAL AND STATE LEVELS IS BUILDING WORKFORCE INTERMEDIARY CAPACITY TO DEVELOP, COORDINATE, AND SUSTAIN EXPANDED PATHWAYS TO OPPORTUNITY ALIGNING TRAINING SYSTEMS TO INDUSTRY DEMAND LINKED TO GOOD JOBS, WITH ASSOCIATED CAREER NAVIGATION AND WRAPAROUND SUPPORTS TO HELP HISTORICALLY AND OTHERWISE UNDERSERVED POPULATIONS ACCESS, BENEFIT FROM, AND CONTRIBUTE TO ECONOMIC OPPORTUNITY IN THEIR COMMUNITIES. THE STATE-LEVEL WORK ALSO INCLUDES ENABLING POLICIES, LABOR MARKET ANALYSES, DATA SYSTEMS, AND USEFUL TOOLS TO CLARIFY GAPS BETWEEN THE DEMAND FOR AND SUPPLY OF TALENT FOR GOOD JOBS AND TO TRACK FAIR ACCESS TO GOOD-JOB OUTCOMES. TRACK RECORD: DESIGNING AND DELIVERING AT SCALEAMERICA ACHIEVES IS A NATIONAL NONPROFIT ORGANIZATION WORKING WITH STATES, REGIONS, AND LOCAL PARTNERS TO ENSURE MORE PEOPLE ESPECIALLY YOUNG PEOPLE AND ADULTS WHO STRUGGLE TO ENTER OR STAY IN THE MIDDLE CLASS, INCLUDING THOSE WITHOUT COLLEGE DEGREES, NOT YET EARNING SELF-SUSTAINING WAGES, AND LIVING IN UNDERSERVED COMMUNITIES HAVE CLEAR PATHWAYS TO GOOD JOBS, REGARDLESS OF WHO THEY ARE, WHERE THEY LIVE, OR WHETHER THEY HAVE A COLLEGE DEGREE. EQUAL OPPORTUNITY IS CENTRAL TO OUR STRATEGY AND EMBEDDED IN THE DESIGN OF OUR WORK, WITH A PARTICULAR FOCUS ON EXPANDING ACCESS TO STRONG CAREER LAUNCH AND CAREER BOOST/PIVOT OUTCOMES FOR POPULATIONS HISTORICALLY OR OTHERWISE EXCLUDED FROM FAIR ACCESS TO ECONOMIC OPPORTUNITY. FOUNDED IN 2011 AS AN "ACTION TANK" CONNECTING IDEAS, PEOPLE, AND RESOURCES TO ADVANCE ECONOMIC OPPORTUNITY, WE HELP LEADERS DEVELOP, LAUNCH, AND SCALE INITIATIVES DELIVERING MEASURABLE OUTCOMES AND REGIONAL ECONOMIC OPPORTUNITIES. WE OPERATE AT THE INTERSECTION OF POLICY DESIGN, SYSTEMS BUILDING, AND ON-THE-GROUND IMPLEMENTATION. OVER TIME, WE HAVE: CONCEIVED OF AND LAUNCHED MATRICULATE, A NATIONAL NONPROFIT THAT PROVIDES FREE, VIRTUAL COLLEGE ADVISING TO HIGH-ACHIEVING HIGH SCHOOL STUDENTS FROM LOW-INCOME BACKGROUNDS. INCUBATED, LAUNCHED, AND SPUN OFF MERIT AMERICA, A NATIONAL NONPROFIT WORKFORCE DEVELOPMENT ORGANIZATION THAT CREATES FAST, FLEXIBLE PATHWAYS FOR ADULTS STUCK IN LOW-WAGE JOBS TO MOVE INTO FAMILY-SUSTAINING CAREERS. SINCE LAUNCHING IN 2018, MERIT AMERICA HAS SERVED MORE THAN 18,000 LEARNERS NATIONWIDE AND GENERATED OVER $1 BILLION IN CUMULATIVE WAGE GAINS FOR PARTICIPANTS. INDEPENDENT ANALYSIS FROM RESEARCHERS AT THE UNIVERSITY OF VIRGINIA FOUND THAT PROGRAM ALUMNI EXPERIENCE AVERAGE ANNUAL WAGE INCREASES OF ROUGHLY $21,000$24,000 WITHIN THREE MONTHS OF COMPLETION, WITH TYPICAL SALARIES RISING FROM ABOUT $27,800 BEFORE THE PROGRAM TO ROUGHLY $48,500 AFTERWARD. CONCEIVED, SECURED $65 MILLION TO INITIATE, LAUNCHED, AND SPUN OFF ACCELERATE INITIALLY TO RESPOND TO URGENT EDUCATIONAL NEEDS SPARKED BY COVID-19 WITH HIGH-DOSAGE TUTORING FOR HUNDREDS OF THOUSANDS OF STUDENTS. WE DESIGNED THE STRATEGY, SECURED THE FUNDING, RECRUITED THE FOUNDING LEADERSHIP, AND LAUNCHED PARTNERSHIPS WITH SEVEN STATES TO INSTITUTIONALIZE PUBLIC FUNDING FOR THIS WORK. SINCE SPINNING OFF FROM AMERICA ACHIEVES, ACCELERATE HAS BEGUN TO USE THIS APPROACH TO SUPPORT STATEWIDE IMPLEMENTATION OF EVIDENCE-BASED AND PROMISING K-12 IMPROVEMENT STRATEGIES BEYOND TUTORING, INCLUDING IMPROVEMENTS IN LITERACY, NUMERACY, AND CAREER PATHWAYS. HELPED DESIGN AND CHAMPION NEARLY $3 BILLION FOR PLACE-BASED ECONOMIC AND WORKFORCE STRATEGIES WITH STRONG BIPARTISAN SUPPORT HELPING DRIVE POLICY, FUNDING, AND IMPLEMENTATION OF THE $500 MILLION GOOD JOBS CHALLENGE, WHICH IS ON TRACK TO MEET ITS TARGET OF TRAINING AND PLACING 50,000 PEOPLE INTO JOBS; THE $1 BILLION REGIONAL TECH HUBS PROGRAM, WHICH SUPPORTED COALITIONS MAKING 1,000 POLICY COMMITMENTS AND ATTRACTED OVER $6 BILLION IN PUBLIC AND PRIVATE INVESTMENTS, INCLUDING BIPARTISAN COMMITMENTS FROM STATE LEGISLATURES AND GOVERNORS; THE $1 BILLION BUILD BACK BETTER REGIONAL CHALLENGE; AND $250 MILLION AUTHORIZED FOR CAREER SCHOLARSHIPS AND TRAINING FUNDS (IN THE FIRST, STRONGLY BIPARTISAN EDA REAUTHORIZATION IN 20 YEARS). SUPPORTED 85 COMMUNITY COALITIONS INCLUDING COMMUNITY COLLEGE PARTNERS AROUND PLACE-BASED ECONOMIC AND WORKFORCE DEVELOPMENT, AND HELPED 28 APPLY FOR MAJOR FEDERAL FUNDING. OF THE TECH HUB APPLICANTS WE SUPPORTED, SIX WON $225 MILLION IN LARGE-SCALE IMPLEMENTATION GRANTS (A SUCCESS RATE MORE THAN 15 TIMES THE NATIONAL AVERAGE). WE SUPPORTED EFFORTS LIKE MIAMI TECH WORKS, WHICH HAS TRAINED 675 LEARNERS AND PLACED 325 IN TECH JOBS AT AVERAGE SALARIES ABOVE $60,000. 9520078 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 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 63 0 1 19 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X MING CHEUK 3478200934 244 FIFTH AVENUE SUITE F71 NEW YORK NY 10001 X JON SCHNUR CEO 40.00 X X 565883 0 35111 KEITH FROME CHAIRMAN 1.00 X X 0 0 0 GIL DICKOFF TREASURER 1.00 X X 0 0 0 JEAN DESRAVINES DIRECTOR 0.75 X 0 0 0 CHRISTOPHER CHADWICK DIRECTOR 0.75 X 0 0 0 MORA SEGAL DIRECTOR 0.75 X 0 0 0 MIKE JOHNSTON DIRECTOR 0.75 X 0 0 0 MAURICE JONES DIRECTOR 0.75 X 180000 0 0 STEFAN PRYOR DIRECTOR 0.75 X 0 0 0 FRANK DIGIAMMARINO CHIEF PROGRAM OFFICER 40.00 X 353025 0 21829 JESSICA MORTON CHIEF PEOPLE OFFICER 40.00 X 222825 0 808 MOLLY DILLON DIRECTOR OF POLICY 40.00 X 213383 0 13435 JENNIFER MISHORY SENIOR ADVISOR 40.00 X 211688 0 7615 ANTHONY PATRICK BADER PROJECT MANAGER 40.00 X 169354 0 14691 JOHANA MURIEL GRAJALES CORE PROGRAM CO-LEAD 40.00 X 164775 0 9388 KRISTY KING PRITZL SPECIAL ASSISTANT TO THE CEO 40.00 X 139867 0 13130 2220800 0 116007 13 0 1 0 GOLDEN MEAN ADVISORS LLC 7401 HOLIDAY DR EAST INDIANAPOLIS IN 46260 PROGRAM ADVISOR 852692 1331 PRODUCTIONS LLC 12410 FELLOWSHIP LANE NORTH POTOMAC MD 20878 PROJECT CONSULTANT 379231 JAY ALTMAN 8221 FRERET STREET NEW ORLEANS LA 70188 PROGRAM ADVISOR 291938 S3DC LLC 351 L STREET SE WASHINGTON DC 20003 PROGRAM ADVISOR 251125 GIVE ME NARDINI LLC 14 GORDON COURT PORT MONMOUTH NJ 07758 PROGRAM ADVISOR 245801 18 30304 370954 401258 240353 240353 MISCELLANEOUS REVENUE 900099 150000 150000 150000 791611 150000 0 240353 X 1680000 1680000 47000 47000 1391751 1066592 158439 166720 1533925 1361773 144439 27713 164125 142385 18514 3226 187903 155262 22257 10384 20982 20982 5316109 4663461 607421 45227 289700 62887 226813 383200 340594 42606 28568 28568 MISCELLANEOUS 17160 124 17036 11060423 9520078 1244469 295876 108053 26000 11532877 843526 20954 42720 2823 12797 17682 28700 28700 0 0 11696447 910985 799001 282351 799001 282351 X 10275085 560680 622361 67954 10897446 628634 11696447 910985 -10268812 0 X 0 1 X 1 0 X 17676000 27159584 10344068 16454000 401285 72034937 17676000 27159584 10344068 16454000 401285 72034937 37891553 34143384 199 2243 45142 95560 240353 383497 4431 1000 7651 13082 72431516 438500 0.47140 0.47920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 523 523 9519555 9520078 626004 156501 0 0 1000000 869686 572805 626004 3068495 4602743 21858 41533 59557 523 123471 250000 217422 143201 156501 767124 1150686 28700 28700 0 0 X 791611 0 791611 0 791611 11060423 0 11060423 0 11060423 PART X, LINE 2: THE ORGANIZATION DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY MATERIAL, UNCERTAIN TAX POSITIONS. TAX FILINGS FOR THE PERIODS ENDING AUGUST 31, 2022 AND LATER ARE SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. 1 THE BROOKINGS INSTITUTION 1775 MASSACHUSETTS AVENUE NW WASHINGTON DC 20036 530196577 501(C)(3) 250000 0 TO SUPPORT THE WORK OF BROOKING METRO ON BUILDING LOCAL GOOD JOBS. NEW WISCONSIN ORG INC 1145 MAIN ST RACINE WI 53403 332916397 501(C)(3) 250000 0 TO SUPPORT NWO AS AN INDEPENDENT NONPROFIT ENTITY FOR THE LONG-TERM SUCCESS OF THE WISCONSIN WORKFORCE INTERMEDIARY. CHILD POVERTY ACTION LAB 1808 S GOOD LATIMER EXPY SUITE 102 DALLAS TX 75226 473863079 501(C)(3) 250000 0 UNRESTRICTED GENERAL OPERATING SUPPORT COMMONWEALTH CENTER FOR ADVANCED MANUFACTURING 5520 WEST QUAKER RD DISPUTANTA VA 23842 272922154 501(C)(3) 200000 0 UNRESTRICTED GENERAL OPERATING SUPPORT ACCELERATE MONTANA 1121 EAST BROADWAY STREET MISSOULA MT 59802 810529738 501(C)(3) 200000 0 MONTANA HEADWATERS TECH HUB SUPPORT UNITED WAY OF RACINE COUNTY 2000 DOMANIK DRIVE RACINE WI 53404 390806349 501(C)(3) 80000 0 UNRESTRICTED GENERAL OPERATING SUPPORT; TO SUPPORT THE ESTABLISHMENT OF A NEW NONPROFIT AS THE WISCONSIN WORKFORCE INTERMEDIARY TECH COUNCIL OF DELAWARE 100 WEST 10TH STREET SUITE 704 WILMINGTON DE 19894 911944585 501(C)(3) 50000 0 TO SUPPORT REGIONAL TECH HUBS - RESTRICTED TO PROGRAM SUPPORT SOUTHEAST MICHIGAN GRANTS COALITION 1001 WOODWARD AVE DETROIT MI 48226 873056326 501(C)(3) 50000 0 UNRESTRICTED GENERAL OPERATING SUPPORT NATIONAL CENTER FOR DEFENSE MANUFACTURING AND MACHINING 486 CORNELL ROAD BLAIRSVILLE PA 15717 760727663 501(C)(3) 50000 0 TO SUPPORT REGIONAL TECH HUBS - UNRESTRICTED GENERAL OPERATING SUPPORT MIAMI-DADE COUNTY 701 NW 1 COURT 3RD FLOOR MIAMI FL 33136 596000573 501(C)(3) 50000 0 TO SUPPORT REGIONAL TECH HUBS - UNRESTRICTED GENERAL OPERATING SUPPORT GREATER NEW ORLEANS FOUNDATION 919 SAINT CHARLES AVENUE NEW ORLEANS LA 70130 720408921 501(C)(3) 50000 0 UNRESTRICTED GENERAL OPERATING SUPPORT GREATER MSP 400 ROBERT STREET NORTH SAINT PAUL MN 55101 274026636 501(C)(3) 50000 0 TO SUPPORT REGIONAL TECH HUBS COALFIELD DEVELOPMENT 2923 PARK AVE HUNTINGTON WV 25704 263836207 501(C)(3) 50000 0 UNRESTRICTED GENERAL OPERATING SUPPORT CENTERSTATE CORPORATION FOR ECONOMIC OPPORTUNITY 115 WEST FAYETTE STREET SYRACUSE NY 13202 272620882 501(C)(3) 50000 0 UNRESTRICTED GENERAL OPERATING SUPPORT BIOFORWARD INC 440 SCIENCE DRIVE SUITE 403 MADISON WI 53711 391605083 501(C)(3) 50000 0 WI BIOHEALTH TECH HUB SUPPORT 15 STIPEND 1 47000 PART I, LINE 2: ONCE AN AGREEMENT IS REACHED, THE PROGRAM LEAD OR OTHER DESIGNATED PERSON FROM AMERICA ACHIEVES AND THE PARTNER ORGANIZATION WILL AGREE ON A PLAN TO MAINTAIN CLOSE COMMUNICATION TO ENSURE THAT AMERICA ACHIEVES UNDERSTANDS PROGRESS MADE AND ANY CHALLENGES OF THE ONGOING WORK. AMERICA ACHIEVES DOES NOT REQUIRE THE PARTNER ORGANIZATION TO REPORT ON ALL OF THEIR ACTIVITIES. HOWEVER, WE FOCUS ON THE MOST SIGNIFICANT METRICS OF PROGRESS. THE FREQUENCY OF COMMUNICATION AND MEASUREMENT DEPENDS ON THE TYPE OF WORK. AT THE END OF THE PROJECT, THE PARTNER WILL WORK WITH THE PROGRAM OFFICER OR DESIGNATED PERSON AT AMERICA ACHIEVES TO SUBMIT A FINAL REPORT THAT SUMMARIZES THE RESULTS ACHIEVED. X X X X 0 0 0 0 0 0 0 0 0 JON SCHNUR CEO 465883 0 100000 0 0 0 0 0 35111 0 600994 0 0 0 FRANK DIGIAMMARINO CHIEF PROGRAM OFFICER 353025 0 0 0 0 0 0 0 21829 0 374854 0 0 0 MOLLY DILLON DIRECTOR OF POLICY 213383 0 0 0 0 0 0 0 13435 0 226818 0 0 0 JESSICA MORTON CHIEF PEOPLE OFFICER 222825 0 0 0 0 0 0 0 808 0 223633 0 0 0 JENNIFER MISHORY SENIOR ADVISOR 211688 0 0 0 0 0 0 0 7615 0 219303 0 0 0 ANTHONY PATRICK BADER PROJECT MANAGER 169354 0 0 0 0 0 0 0 14691 0 184045 0 0 0 MAURICE JONES DIRECTOR 180000 0 0 0 0 0 0 0 0 0 180000 0 0 0 JOHANA MURIEL GRAJALES CORE PROGRAM CO-LEAD 164775 0 0 0 0 0 0 0 9388 0 174163 0 0 0 KRISTY KING PRITZL SPECIAL ASSISTANT TO THE CEO 139867 0 0 0 0 0 0 0 13130 0 152997 0 0 0 FORM 990, PART III, LINE 1 AMERICA ACHIEVES' MISSION IS TO ADVANCE ECONOMIC OPPORTUNITY, MOBILITY, AND PATHWAYS TO GOOD JOBS AND CAREERS, INCLUDING FOR LOW- AND MODERATE-INCOME AND OTHER UNDERSERVED POPULATIONS AND COMMUNITIES. WE HELP ENSURE AMERICANS CAN OBTAIN THE ECONOMIC AND EDUCATIONAL OPPORTUNITIES THEY NEED TO BE SUCCESSFUL AND CONTRIBUTE TO THEIR COMMUNITIES' SUCCESS IN THE 21ST CENTURY. WE CATALYZE LARGE-SCALE IMPACT BY GENERATING, SUPPORTING, AND INCUBATING HIGH-POTENTIAL IDEAS AND INITIATIVES, ADVANCING PUBLIC POLICY, PROVIDING TECHNICAL ASSISTANCE TO STATE AND LOCAL INITIATIVES, DELIVERING THOUGHT PARTNERSHIP AND PHILANTHROPIC FUNDING TO PROMISING AND SCALABLE MODELS FOR IMPACT, AND CONVENING AND ADVISING PUBLIC SECTOR LEADERS, FOUNDATIONS, AND OTHER KEY LEADERS TO ACCELERATE AND SCALE EVIDENCE-BASED PARTNERSHIPS AND SOLUTIONS. BUILDING ON OUR WORK SINCE 2020 TO ADDRESS THE ECONOMIC AND EDUCATIONAL IMPACT OF THE COVID-19 CRISIS, AMERICA ACHIEVES NOW FOCUSES ON HELPING STATES, REGIONS, AND LOCAL PARTNERS CONNECT AMERICANS TO GOOD JOBS AND ECONOMIC MOBILITY IN A RAPIDLY CHANGING ECONOMY. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT PROVIDED THE FINANCE & AUDIT COMMITTEE WITH A DRAFT OF THIS FORM FOR REVIEW AND PROVIDED EDITS TO THE TAX PREPARER. THE DRAFT OF THE 990 WAS ALSO SENT TO THE FULL BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANY TRANSACTION, AGREEMENT OR ARRANGEMENT IN WHICH A RELATED PARTY HAS A FINANCIAL INTEREST AND IN WHICH THE ORGANIZATION IS A PARTICIPANT SHALL BE APPROVED BY THE BOARD OF DIRECTORS OR AN AUTHORIZED BOARD COMMITTEE ONLY AFTER THE BOARD OR THE AUTHORIZED COMMITTEE DETERMINES THAT THE TRANSACTION, AGREEMENT OR ARRANGEMENT IS FAIR, REASONABLE AND IN THE BEST INTEREST OF THE ORGANIZATION. WHEN A DIRECTOR, OFFICER, OR KEY EMPLOYEE OF THE ORGANIZATION BECOMES AWARE THAT HE OR SHE, OR HIS OR HER FAMILY MEMBERS OR RELATED ENTITIES IS INVOLVED IN A CONFLICT TRANSACTION: (A) HE OR SHE SHALL IMMEDIATELY DISCLOSE THE EXISTENCE AND MATERIAL FACTS OF THE FINANCIAL INTEREST IN THE CONFLICT TRANSACTION TO THE AUDIT COMMITTEE OR, IF THERE IS NO AUDIT COMMITTEE, TO THE BOARD; (B) HE OR SHE MAY PARTICIPATE IN THE INFORMATION-GATHERING STAGE OF THE BOARD'S OR THE AUTHORIZED COMMITTEE'S DISCUSSION, BUT SHALL NOT BE PHYSICALLY PRESENT DURING THE FINAL DELIBERATION OR VOTE ON THE CONFLICT TRANSACTION; (C) IF A DIRECTOR, HE OR SHE SHALL NOT VOTE ON THE CONFLICT TRANSACTION; AND (D) HE OR SHE SHALL REFRAIN FROM IMPROPERLY INFLUENCING THE DELIBERATION OR VOTE ON THE CONFLICT TRANSACTION. 2) IN DETERMINING WHETHER TO APPROVE A CONFLICT TRANSACTION, DISINTERESTED DIRECTORS ON THE BOARD OR THE AUTHORIZED COMMITTEE SHALL TAKE INTO ACCOUNT THE RESTRICTIONS REGARDING EITHER SELF-DEALING OR EXCESS BENEFIT TRANSACTIONS UNDER IN ACCORDANCE WITH THE INTERNAL REVENUE CODE. 3) IN DETERMINING WHETHER TO APPROVE A CONFLICT TRANSACTION IN WHICH A RELATED PARTY HAS A "SUBSTANTIAL FINANCIAL INTEREST", NOT JUST A FINANCIAL INTEREST, DISINTERESTED DIRECTORS ON THE BOARD OR THE AUTHORIZED COMMITTEE SHALL, IN ADDITION TO FOLLOWING THE PROCEDURES SET FORTH ABOVE: (A) CONSIDER ALTERNATIVE TRANSACTIONS TO THE EXTENT AVAILABLE; (B) APPROVE THE CONFLICT TRANSACTION BY NOT LESS THAN A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS PRESENT AT THE MEETING OF THE BOARD OR THE AUTHORIZED COMMITTEE; AND (C) CONTEMPORANEOUSLY DOCUMENT IN THE MEETING MINUTES THE BASIS FOR THE BOARD'S OR THE AUTHORIZED COMMITTEE'S APPROVAL OF THE CONFLICT TRANSACTION, INCLUDING ITS CONSIDERATION OF ANY ALTERNATIVE TRANSACTION. 4) ALL QUESTIONS AS TO WHETHER A RELATED PARTY HAS A FINANCIAL INTEREST OR A SUBSTANTIAL FINANCIAL INTEREST IN TRANSACTION, AGREEMENT OR ARRANGEMENT IN WHICH THE ORGANIZATION IS A PARTICIPANT SHALL BE RESOLVED BY A VOTE OF THE BOARD OR THE AUTHORIZED COMMITTEE IN WHICH THE INTERESTED INDIVIDUAL, IF HE OR SHE IS A DIRECTOR, MAY NOT VOTE. 5) THE MINUTES OF THE MEETING OF THE BOARD OR THE AUTHORIZED COMMITTEE CONSIDERING THE CONFLICT TRANSACTION SHALL (I) REFLECT THAT THE RELATED PARTY'S FINANCIAL INTEREST IN THE TRANSACTION, AGREEMENT OR ARRANGEMENT IN WHICH THE ORGANIZATION IS A PARTICIPANT WAS DISCLOSED, (II) STATE THAT THE RELATED PARTY (AND ANY DIRECTOR, OFFICER, OR KEY EMPLOYEE AFFILIATED WITH THE RELATED PARTY) WAS NOT PRESENT DURING THE FINAL DELIBERATION OR VOTE OF THE BOARD OR THE AUTHORIZED COMMITTEE ON THE CONFLICT TRANSACTION, (III) STATE THAT THE RELATED PARTY, IF A DIRECTOR, ABSTAINED FROM VOTING ON THE CONFLICT TRANSACTION, (IV) DESCRIBE THE ACTION TAKEN BY THE BOARD OR THE AUTHORIZED COMMITTEE RELATING TO THE CONFLICT TRANSACTION (E.G., APPROVAL OR DISAPPROVAL), AND (V) DESCRIBE ANY CONSIDERATION OF ALTERNATIVE TRANSACTIONS, TO THE EXTENT APPLICABLE, BY THE BOARD OR THE AUTHORIZED COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 A COMPENSATION SUMMARY WHICH INCLUDES RESEARCH AND COMPARABLE DATA IS COMPLETED FOR ALL EMPLOYEES THAT ARE DESIGNATED OFFICERS, DIRECTORS, AND HIGHLY COMPENSATED AT DATE OF HIRE AND UPON A REQUEST TO CHANGE. THIS PROCESS DOCUMENTS AMERICA ACHIEVES' EFFORT TO ASSESS THE REASONABLENESS OF COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. FORM 990, PART VII, DIRECTOR COMPENSATION MAURICE JONES RECEIVED COMPENSATION AS A CONSULTANT UNDER THE NAME MJCONNECTS WHO SERVED AS A SENIOR ADVISOR TO JON SCHNUR ON PROGRAMMATIC AND OPERATIONAL STRATEGIES. FORM 990, PART IX, LINE 11G TECHNICAL ASSISTANCE: PROGRAM SERVICE EXPENSES 2,074,831. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,074,831. COMMUNICATIONS & MARKETING: PROGRAM SERVICE EXPENSES 433,784. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 433,784. STRATEGIC PLANNING: PROGRAM SERVICE EXPENSES 1,517,785. MANAGEMENT AND GENERAL EXPENSES 10,500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,528,285. POLICY PLANNING: PROGRAM SERVICE EXPENSES 123,183. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 123,183. TEMPORARY SERVICES: PROGRAM SERVICE EXPENSES 330,405. MANAGEMENT AND GENERAL EXPENSES 389,366. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 719,771. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 183,473. MANAGEMENT AND GENERAL EXPENSES 207,555. FUNDRAISING EXPENSES 227. TOTAL EXPENSES 391,255. DATA ANALYSIS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 45,000. TOTAL EXPENSES 45,000.