Nonprofit · EIN 56-2215129
ASCEND NONPROFIT SOLUTIONS INC
Tax-exempt · CHARLOTTE, NC 28202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $6,618,929 | $6,404,717 | $214,212 | $15,424,327 | $2,910,689 | $12,513,638 |
| June 30, 2024 | 990 | $6,616,809 | $6,171,971 | $444,838 | $15,454,486 | $3,199,235 | $12,255,251 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,051,784
- Membership dues
- $27,515
- Program service revenue
- $5,400,531
- Investment income
- $108,510
- Net rental income
- $58,104
- Other revenue
- $58,104
Expenses
- Grants and similar amounts paid
- $104,000
- Compensation of officers, directors and key employees
- $1,077,281
- Other salaries and wages
- $2,334,924
- Salaries, compensation and benefits (total)
- $4,174,317
- Professional fundraising fees
- $0
- Accounting fees
- $44,820
- Occupancy
- $612,313
- Travel
- $2,977
- Depreciation
- $400,192
- Program services (functional)
- $6,180,049
- Management and general (functional)
- $77,999
- Fundraising (functional)
- $146,669
Balance sheet and other
- Total assets, start of year
- $15,454,486
- Total assets, end of year
- $15,424,327
- Total liabilities, end of year
- $2,910,689
- Net assets, end of year
- $12,513,638
- Land, buildings and equipment
- $6,647,326
- Net assets without donor restrictions
- $11,753,293
- Net assets with donor restrictions
- $760,345
- Gross receipts
- $6,690,097
- Employees
- 46
- Volunteers
- 20
- Year formed
- 2000
- State of legal domicile
- NC
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 |
|---|---|---|---|---|
| JAMES TAYLOR | President & CEO Officer | 45 | $191,927 | $42,883 |
| JIM BALES | CFO Officer | 45 | $152,276 | $26,264 |
| CLARK MACIAG | CIO Officer | 45 | $136,743 | $18,764 |
| SHARON DAVIS | CHR OFFICER Officer | 45 | $119,887 | $29,729 |
| Samuel Stroup | VP OF FINANCE Officer | 45 | $113,827 | $31,335 |
| Elizabeth Holmgren | VP OF FINANCE Officer | 45 | $115,518 | $12,223 |
| KELLY MUSANTE | CHIEF ENGAGEMEN Officer | 45 | $116,861 | $5,702 |
| EMILY CALDWELL | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| ROBERT KELLY | CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| Hunter Fleshood | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| Venton Bell Jr | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| Matt Donato | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| Julia Hejazi | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| Michele Juliana | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| ELIZABETH McKEE | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
9 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Diamond Staton-Williams | BOARD MEMBER Trustee or director | 2 | $0 |
| LILLIAM NUNEZ-RODRIGUEZ | BOARD MEMBER Trustee or director | 2 | $0 |
| JULIE JONES | BOARD MEMBER Trustee or director | 2 | $0 |
| Linda Weisbruch | BOARD MEMBER Trustee or director | 2 | $0 |
| LAUREN SPEGAL | BOARD MEMBER Trustee or director | 2 | $0 |
| COOKIE WILLIAMS | BOARD MEMBER Trustee or director | 2 | $0 |
| DONALD TATE | BOARD MEMBER Trustee or director | 2 | $0 |
| JENNIFER HOLLAND THOMPSON | VICE CHAIR Trustee or director, Officer | 2 | $0 |
| STEPHEN WATSON | SECRETARY/TREAS Trustee or director, Officer | 2 | $0 |
990 for the year ended June 30, 2024: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAMES TAYLOR | President & CEO Officer | 45 | $152,159 | $32,210 |
| JIM BALES | CFO Officer | 45 | $154,623 | $5,457 |
| SHARON DAVIS | CHR OFFICER Officer | 45 | $124,500 | $28,265 |
| CLARK MACIAG | CIO Officer | 45 | $134,583 | $4,572 |
| KELLY MUSANTE | CHIEF ENGAGEMEN Officer | 45 | $119,583 | $5,602 |
| EMILY CALDWELL | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| ROBERT KELLY | Chairman Trustee or director, Officer | 2 | $0 | $0 |
| EMILY CANTRELL | PAST CHAIR Trustee or director | 2 | $0 | $0 |
| JACKIE LEE | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| DEAN CIKINS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| KELSEY MAYO | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| MATT HAWKINS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| ELIZABETH McKEE | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| AMY JOHNSON | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| LILLIAM NUNEZ-RODRIGUEZ | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JULIE JONES | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| KAUMIL SHAH | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| LAUREN SPEGAL | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| COOKIE WILLIAMS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| DONALD TATE | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JENNIFER HOLLAND THOMPSON | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| STEPHEN WATSON | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| LINDA WEISBRUCH | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| PAMELA WIDEMAN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 601 E 5TH ST STE 510, CHARLOTTE, NC 28202-3057
- In care of
- % PEGGY EAGAN
- Principal officer (990 for 2024)
- STEPHEN WATSON, 601 E 5th Street 510, Charlotte, NC 28202
- Signed the 990
- STEPHEN WATSON, Treasurer
- Phone
- (704) 943-9631
- Website
- www.ascendnps.org
- Return prepared by
- Foard and Company PA
Mission
Ascend Nonprofit Solutions is a Type I Supporting Organization under IRS Code Section 509(a)(3), established to strengthen the nonprofit sector by providing essential infrastructure and operational support. Our mission is to lift nonprofits to greater heights by enabling them to focus more fully on their core missions.
Program accomplishments
- SHARED SERVICES:Shared Services provides high-quality, cost-effective finance, human resources, and information technology services to nonprofit organizations. These services are designed to increase operational efficiency, reduce administrative burden, and enhance organizational stability. By outsourcing these critical functions to Ascend, nonprofits gain access to specialized expertise and scalable solutions that would otherwise be cost-prohibitive. In FY25, Ascend managed $97.4 million in revenue, supported 1,320 employees and 818 network users. As a result, supported organizations saved as estimated $5 million in costs for these services.Expenses $4,366,311 · revenue $3,594,361
- THE CENTER:The Center is a multi-tenant nonprofit center that offers below-market rent and shared amenities to mission-driven organizations. This co-location model fosters collaboration, reduces overhead costs, and creates a supportive environment for nonprofits to thrive. Originally launched in 2003, the Center was created to address the instability and high cost of commercial rent in Charlotte. Today, it serves as a hib for collaboration and impact, housing a diverse array of organizations across sectors such as human services, education and the arts. The Center fosters a vibrant community where nonprofits benefit from shared space, reduce overhead, and a supportive environment of peers. Based on current market rates, nonprofit tenants saved an estimated $1.7 million in rent. Together, these programs enable nonprofits to redirect resources toward program delivery, improve service outcomes, and build long-term sustainability.Expenses $1,218,447 · revenue $2,534,197
- FISCAL SPONSORSHIPS:PRIOR TO THE AUGUST 2025 APPROVAL TO BE RECLASSIFIED AS A 509A3 SUPPORTING ORGANIZATION, THE CENTER PROVIDED FISCAL SPONSORSHIP SERVICES TO UNINCORPORATED GROUPS WHOSE MISSIONS AND CAUSES WERE ALIGNED WITH THE CENTER'S MISSION. BECAUSE OF THIS NEW CLASSIFICATION, THE CENTER IS SUNSETTING ALL FISCAL SPONSORSHIP ACTIVITIES GOING FORWARD.Expenses $595,291 · grants $104,000 · revenue $595,291
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
- 56-2215129
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2025
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P20)
- Assets (IRS master file)
- $15,424,327
- Income (IRS master file)
- $6,690,097
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $6,618,929 | $6,404,717 | $15,424,327 | XML |
| 990 | June 2024 | $6,616,809 | $6,171,971 | $15,454,486 | XML |
| 990 | June 2023 | $5,519,878 | $5,209,238 | $15,063,330 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 56-2215129).
Questions about ASCEND NONPROFIT SOLUTIONS INC
- What is the EIN of ASCEND NONPROFIT SOLUTIONS INC?
- The employer identification number (EIN) of ASCEND NONPROFIT SOLUTIONS INC is 56-2215129.
- Is ASCEND NONPROFIT SOLUTIONS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2025.
- Are donations to ASCEND NONPROFIT SOLUTIONS INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does ASCEND NONPROFIT SOLUTIONS INC 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 NONPROFIT SOLUTIONS INC 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 NONPROFIT SOLUTIONS INC 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 NONPROFIT SOLUTIONS INC?
- The 990 for the year ended June 30, 2025 names STEPHEN WATSON.
- Who are the officers and directors of ASCEND NONPROFIT SOLUTIONS INC?
- The 990 for the year ended June 30, 2025 lists 24 people; 7 received compensation from the organization, the highest $191,927 (JAMES TAYLOR, President & CEO).
- How much revenue does ASCEND NONPROFIT SOLUTIONS INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $6,618,929, expenses of $6,404,717 and total assets of $15,424,327 at year end.
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All nonprofits in CHARLOTTE · North Carolina · Human services