Form990
Click to see attachment
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 01-01-2019 , and ending 12-31-2019
BCheck if applicable:
CName of organization
Ascendium Education Solutions Inc
 
% HOPE MERRY
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
2501 International Lane
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Madison, WI53704
D Employer identification number

39-1853833
E Telephone number

G Gross receipts $ 511,268,682
F Name and address of principal officer:
RICHARD GEORGE
2501 International Lane
Madison,WI53704
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.ascendiumeducation.org
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1996
M State of legal domicile: WI
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: OPERATES TO PROVIDE COST EFFECTIVE ACCESS TO POST-SECONDARY EDUCATION BY PROVIDING GUARANTY, financial counselling and related services to support student loan availability.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 7
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 6
5 Total number of individuals employed in calendar year 2019 (Part V, line 2a) ...... 5 234
6 Total number of volunteers (estimate if necessary) ............. 6 0
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 39 ......... 7b  
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 0 0
9 Program service revenue (Part VIII, line 2g) ......... 203,909,208 487,441,800
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 9,782,843 14,999,085
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 9,112,087 8,827,798
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 222,804,138 511,268,683
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 38,937,929 113,866,692
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 16,721,731 18,374,613
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 76,905,555 186,996,642
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 132,565,215 319,237,947
19 Revenue less expenses. Subtract line 18 from line 12....... 90,238,923 192,030,736
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 663,920,334 284,705,811
21 Total liabilities (Part X, line 26)............. 42,915,340 244,592,199
22 Net assets or fund balances. Subtract line 21 from line 20..... 621,004,994 40,113,612
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
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Signature of officer Date
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Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2019)
Form 990 (2019)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: ASCENDIUM EDUCATION SOLUTIONS, INC. OPERATES TO PROVIDE FOR PHILANTHROPIC SUPPORT AND COST EFFECTIVE ENABLEMENT OF ACCESS TO AND PERSISTENCE IN POST-SECONDARY EDUCATION BY PROVIDING FULL-RANGE GUARANTY AGENCY SERVICES AND GRANT SUPPORT TO FUNDING SOURCES, EDUCATIONAL INSTITUTIONS, CHARITABLE ORGANIZATIONS, AND OTHERS TO BROADEN FEDERALLY GUARANTEED LOAN AVAILABILITY AND PURSUIT OF AND PARTICIPATION IN POST-SECONDARY EDUCATION IN ACCORDANCE WITH THE FEDERAL HIGHER EDUCATION ACT OF 1965, AS AMENDED. THIS MISSION STATEMENT HAS BEEN REVIEWED, ACKNOWLEDGED AND INFORMALLY APPROVED BY THE BOARD.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 289,475,296 including grants of $ 113,866,692 ) (Revenue $ 487,441,800 )
Ascendium Education Solutions, Inc. operates to provide for philanthropic support and cost effective enablement of access to and persistence in post-secondary education by providing full-range guaranty agency services and grant support to funding sources, educational institutions, charitable organizations, and others to broaden federally guaranteed loan availability and pursuit of and participation in post-secondary education in accordance with the Federal Higher Education Act of 1965, as amended.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet289,475,296
Form 990 (2019)
Form 990 (2019)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? ...
2
 
No
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II.........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part III..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part IIIClick to see attachment..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
Yes
 
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XIIClick to see attachment......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I(see instructions) ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
Form 990 (2019)
Form 990 (2019)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in lines 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable ..
1a
84,349
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
 
 
Form 990 (2019)
Form 990 (2019)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
234
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
Form 990 (2019)
Form 990 (2019)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
7
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
6
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filedMediumBullet
IN
18
Section 6104 requires an organization to make its Form 1023 (or 1024-A if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletHOPE MERRY2501 INTERNATIONAL LANE   Madison,WI53704 (608) 733-2584
Form 990 (2019)
Form 990 (2019)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) Richard D George 2......................................................................
Chair/Pres/CEO/Treas
 20.0
.................
30.0 		X   X       0 953,156 43,040
(2) Hope Merry 3......................................................................
Chief Financial Officer
 29.0
.................
21.0 		    X       0 351,274 40,866
(3) Jacqueline Fairbairn......................................................................
VP-Policy/Comp/Claims/Collect
 49.0
.................
1.0 		    X       273,454 0 53,480
(4) Beth Erickson 3......................................................................
VP - Repayment Solutions
 50.0
.................
0.0 		    X       278,867 0 31,095
(5) Jeff Crosby 3......................................................................
Chief Operating Officer
 21.0
.................
29.0 		    X       0 271,899 35,778
(6) Rebecca Rapp 3......................................................................
Gen Cnsl, Chief Priv Ofc & Ass
 24.0
.................
21.0 		    X       0 268,945 37,644
(7) Amy Kobishop 3......................................................................
VP - Education Philanthropy
 50.0
.................
0.0 		    X       272,226 0 25,743
(8) Maureen Harrill 3......................................................................
VP - Human Resources
 34.0
.................
11.0 		    X       0 203,406 28,213
(9) Brian Kobishop 3......................................................................
VP - IT/Security/Logistics
 34.0
.................
11.0 		    X       0 184,186 11,767
(10) Matt Harlowe 3......................................................................
Director Internal Audit
 25.0
.................
25.0 		    X       0 174,978 16,105
(11) Barbara Wilhelm 3......................................................................
Director Claims Review
 45.0
.................
0.0 		        X   164,198 0 25,077
(12) Rebecca Villarreal 3......................................................................
Director Education Grantmaking
 45.0
.................
0.0 		        X   164,238 0 15,726
(13) Jeffrey Dick 3......................................................................
Systems Analyst
 45.0
.................
0.0 		        X   147,497 0 29,054
(14) Jason Rasmusen 3......................................................................
Director Strategic Comm
 45.0
.................
0.0 		        X   143,107 0 30,528
(15) Kira Cortese 3......................................................................
Creative Director
 45.0
.................
0.0 		        X   137,305 0 24,238
(16) Cynthia Walsh 1......................................................................
Director
 3.0
.................
0.0 		X           21,750 0 0
(17) Richard A Weiss 1......................................................................
Director
 1.0
.................
2.0 		X           6,583 13,167 0
Form 990 (2019)
Form 990 (2019)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) Mary Burke 1........................................................................
Director
 1.0
.......................2.0 		X           5,917 11,833 0
(19) Thomas A Scarlett 1........................................................................
Director
 3.0
.......................0.0 		X           17,750 0 0
(20) Emerson Brumback 1........................................................................
Director
 1.0
.......................2.0 		X           5,875 7,875 0
(21) David J Hanson 1........................................................................
Director/Secretary
 1.0
.......................2.0 		X           0 0 0


















1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 1,638,767 2,440,719 448,354
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet22
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet0
Form 990 (2019)
Form 990 (2019)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f  
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f.......MediumBullet 0
Program Service RevenueAmt Business Code
2a COLLECTIONS & REHABILITATIONS 900099 418,584,517 418,584,517    
b ACCOUNT MAINTENANCE FEES 900099 36,060,669 36,060,669    
c DEFAULT AVERSION FEES 900099 32,187,687 32,187,687    
d COLLEGE COST METER FEES 900099 175,922 175,922    
e COHORT CATALYST FEES 900099 401,171 401,171    
f All other program service revenue. 31,834 31,834    
g Total. Add lines 2a–2f .....MediumBullet 487,441,800
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 15,018,737     15,018,737
4 Income from investment of tax-exempt bond proceedsMediumBullet 0      
5 Royalties...........MediumBullet 0      
(ii) Personal (i) Real
6a Gross rents     6a
b Less: rental expenses     6b
c Rental income or (loss) 0 0 6c
d Net rental income or (loss).......MediumBullet 0      
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory 201,124   7a
b Less: cost or other basis and sales expenses 220,776   7b
c Gain or (loss) -19,652   7c
d Net gain or (loss).........MediumBullet -19,652     -19,652
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a 0
b Less: direct expenses ... 8b 0
c Net income or (loss) from fundraising events..MediumBullet 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a 0
b Less: direct expenses ... 9b 0
c Net income or (loss) from gaming activities..MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances ..
10a 0
b Less: cost of goods sold .. 10b 0
c Net income or (loss) from sales of inventory..MediumBullet 0      
Business Code Miscellaneous Revenue
11a GLHEGC/MDHE CONTRACT 900099 8,811,063     8,811,063
b ALL OTHER MISCELLANEOUS REVENUE 900099 16,735     16,735
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 8,827,798
12 Total revenue. See instructions.....MediumBullet 511,268,683 487,441,800   23,826,883
Form 990 (2019)
Form 990 (2019)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 112,858,458 112,858,458
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 1,008,234 1,008,234
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. ............. 0  
4 Benefits paid to or for members ....... 0  
5 Compensation of current officers, directors, trustees, and key employees ........... 1,185,322 1,120,293 65,029  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ......... 0      
7 Other salaries and wages........ 12,876,258 12,661,778 214,480  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 1,058,768 1,041,806 16,962  
9 Other employee benefits ....... 2,335,294 2,290,178 45,116  
10 Payroll taxes ........... 918,971 903,992 14,979  
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 177,518   177,518  
c Accounting ........... 212,567   212,567  
d Lobbying ........... 0      
e Professional fundraising services. See Part IV, line 17 0  
f Investment management fees ...... 0      
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 678,756 678,756    
12 Advertising and promotion .... 138,312 138,312    
13 Office expenses ....... 1,301,981 1,301,981    
14 Information technology ...... 0      
15 Royalties .. 0      
16 Occupancy ........... 891,627 891,627    
17 Travel ............ 361,132 349,140 11,992  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials . 0      
19 Conferences, conventions, and meetings .... 189,602 189,602    
20 Interest ........... 0      
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization .. 5,685,392 5,685,392    
23 Insurance ... 7,279 7,279    
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a COLLECTION FEES 125,941,437 125,941,437    
b CORP SUPPORT FUNC ALLOCATION 28,349,862 -654,146 29,004,008  
c ICSAC CONTRACT EXPENSE 4,596,756 4,596,756    
d MDHE CONTRACT EXPENSE 3,390,239 3,390,239    
e All other expenses 15,074,182 15,074,182    
25 Total functional expenses. Add lines 1 through 24e 319,237,947 289,475,296 29,762,651 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2019)
Form 990 (2019)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 2,312,583 1 54,202
2 Savings and temporary cash investments ......... 488,959,618 2 158,092,097
3 Pledges and grants receivable, net ...... 0 3 0
4 Accounts receivable, net ............. 5,514,279 4 8,651,340
5 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
0 6 0
7 Notes and loans receivable, net ........... 0 7 0
8 Inventories for sale or use ............ 0 8 0
9 Prepaid expenses and deferred charges ...... 1,852,589 9 3,552,250
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 313,386
b Less: accumulated depreciation 10b 290,656 32,452 10c 22,730
11 Investments—publicly traded securities . 148,496,510 11 130,000
12 Investments—other securities. See Part IV, line 11 ..... 0 12 0
13 Investments—program-related. See Part IV, line 11 .. 0 13 0
14 Intangible assets ............... 0 14 106,000,000
15 Other assets. See Part IV, line 11 ........... 16,752,303 15 8,203,192
16 Total assets. Add lines 1 through 15 (must equal line 33)... 663,920,334 16 284,705,811
Liabilities 17 Accounts payable and accrued expenses ..... 13,480,339 17 10,933,562
18 Grants payable ... 0 18 22,506,274
19 Deferred revenue ......... 4,665,971 19 14,520,565
20 Tax-exempt bond liabilities ......... 0 20 0
21 Escrow or custodial account liability. Complete Part IV of Schedule D 0 21 0
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 0 23 0
24 Unsecured notes and loans payable to unrelated third parties .. 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 24,769,030 25 196,631,798
26 Total liabilities. Add lines 17 through 25.. 42,915,340 26 244,592,199
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 621,004,994 27 40,113,612
28 Net assets with donor restrictions ........... 0 28 0
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 621,004,994 32 40,113,612
33 Total liabilities and net assets/fund balances ........ 663,920,334 33 284,705,811
Form 990 (2019)
Form 990 (2019)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
511,268,683
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
319,237,947
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
192,030,736
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
621,004,994
5
Net unrealized gains (losses) on investments ...............
5
1,633,601
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-774,555,719
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
40,113,612
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2019)
Form 990 (2019)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
Ascendium Education Solutions Inc
 
Employer identification number

39-1853833
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10  
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . 225,000 225,000 45,331 0 0 495,331
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose 193,353,717 222,226,492 212,778,961 203,909,208 487,441,800 1,319,710,178
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....           0
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...           0
5 The value of services or facilities furnished by a governmental unit to the organization without charge           0
6 Total. Add lines 1 through 5 193,578,717 222,451,492 212,824,292 203,909,208 487,441,800 1,320,205,509
7a Amounts included on lines 1, 2, and 3 received from disqualified persons           0
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.           0
c Add lines 7a and 7b..           0
8 Public support. (Subtract line 7c from line 6.) 1,320,205,509
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
9 Amounts from line 6... 193,578,717 222,451,492 212,824,292 203,909,208 487,441,800 1,320,205,509
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 1,692,133 3,248,651 4,667,442 9,782,834 15,018,737 34,409,797
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.           0
c Add lines 10a and 10b. 1,692,133 3,248,651 4,667,442 9,782,834 15,018,737 34,409,797
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.           0
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. 6,954,440 8,688,950 7,589,259 9,112,087 8,827,798 41,172,534
13 Total support. (Add lines 9, 10c, 11, and 12.).. 202,225,290 234,389,093 225,080,993 222,804,129 511,288,335 1,395,787,840
14
Section C. Computation of Public Support Percentage
15
15
94.585 %
16
16
94.729 %
Section D. Computation of Investment Income Percentage
17
17
2.465 %
18
18
2.147 %
19a
b
20
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity		  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions		  
9 Distributable amount for 2019 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2019 		(iii)
Distributable
Amount for 2019
1 Distributable amount for 2019 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2019:
a From 2014.......  
b From 2015.......  
c From 2016.......  
d From 2017.......  
e From 2018.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2019 distributable amount  
i Carryover from 2014 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2019 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2019 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2019, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.		  
6 Remaining underdistributions for 2019. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.		  
7 Excess distributions carryover to 2020. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a Excess from 2015.....  
b Excess from 2016.....  
c Excess from 2017.....  
d Excess from 2018.....  
e Excess from 2019.....  
Schedule A (Form 990 or 990-EZ) (2019)

Schedule A (Form 990 or 990-EZ) 2019
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A, Part III, Section B, Line 12 - Other Income Per Year Reported *2015 - $6,954,126 Missouri Dept. of Higher Education Contr & Misc. Rev *2016 - $8,647,994 Missouri Dept. of Higher Education Contr & Misc. Rev *2017 - $7,589,259 Missouri Dept. of Higher Education Contr & Misc. Rev *2018 - $9,112,087 Missouri Dept. of Higher Education Contr & Misc. Rev *2019 - $8,827,798 Missouri Dept. of Higher Education Contr & Misc. Rev
Schedule A (Form 990 or 990-EZ) 2019


Additional Data


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SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
Ascendium Education Solutions Inc
 
Employer identification number

39-1853833
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c 257,219,044
d Additions during the year ............................ 1d 150,341,932
e Distributions during the year .......................... 1e 126,126,063
f Ending balance ................................ 1f 281,434,913
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance ....          
b Contributions ...          
c Net investment earnings, gains, and losses          
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Term endowment SchDMd Bullet  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
 
(ii) Related organizations .................
3a(ii)
 
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....      
b Buildings ....        
c Leasehold improvements        
d Equipment ....   307,336 290,579 16,757
e Other .....   6,050 77 5,973
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 22,730
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 3
Part VII
Investments—Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3)Other
(B)
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes 0
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 196,631,798
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1.................. 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Form 990, Part IV, Line 9 and Schedule D, Part IV One aspect of the full-range guaranty services is to provide collection assistance to lenders for delinquent loans. This includes contacting the borrower to attempt to restore the loan to a current status through various options. This contact also involves educating and/or counseling borrowers. In addition, Ascendium Education Solutions, Inc. provides direct support of personal financial management education, financial aid awareness and college access initiatives, and guidance and counsel on consolidation loans and loan rehabilitation under the Federal Higher Education Act of 1965,as amended.
Schedule D, Part IV, Line 1B CUSTODIAL ACCOUNT: ASCENDIUM EDUCATION SOLUTIONS, INC.(SOLUTIONS) CONDUCTS ACTIVITY RELATED TO THE GUARANTEE OF STUDENT LOANS MADE TO POST-SECONDARY EDUCATION STUDENTS AND TO THEIR PARENTS IN ACCORDANCE WITH THE FEDERAL FAMILY EDUCATION LOAN PROGRAM (PROGRAM) ESTABLISHED BY TITLE IV, PART B OF THE FEDERAL HIGHER EDUCATION ACT OF 1965, AS AMENDED, AND THE ADMINISTRATION OF CERTAIN NET ASSETS OF THE PROGRAM. THE HIGHER EDUCATION AMENDMENTS OF 1998 (1998 AMENDMENTS) WERE ENACTED ON OCTOBER 7, 1998, WITH AN EFFECTIVE DATE OF OCTOBER 1, 1998. PURSUANT TO THE 1998 AMENDMENTS, SOLUTIONS ESTABLISHED A FEDERAL STUDENT LOAN RESERVE FUND (FSLRF) TO ACCOUNT FOR PROGRAM ACTIVITIES. THE FSLRF ASSETS AND EARNINGS ON THOSE ASSETS ARE THE PROPERTY OF THE FEDERAL GOVERNMENT. SINCE THE FSLRF ASSETS ARE THE PROPERTY OF THE UNITED STATES GOVERNMENT, THE ACCOUNTS AND ACTIVITIES OF THE FSLRF ARE NOT INCLUDED IN THE SOLUTIONS FORM 990, PART X. SOLUTIONS EXERCISES THE LEVEL OF CARE REQUIRED OF A FIDUCIARY CHARGED WITH THE DUTY OF PROTECTING, INVESTING AND ADMINISTERING THESE ASSETS.
Schedule D (Form 990) 2019


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Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
Ascendium Education Solutions Inc
 
Employer identification number
39-1853833
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
(if applicable)		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
noncash assistance		 (h) Purpose of grant
or assistance
(1) UW-Whitewater
800 West Main Street
Whitewater,WI53190 		39-1805963 501(c)(3) 20,000       Dash Emergency Grant
(2) UW-Green Bay
2420 Nicolet Drive
Green Bay,WI54311 		39-1805963 501(c)(3) 13,837       Career Ready Internship Grant; dash emergency program
(3) Alverno College
3400 South 43rd Street
Milwaukee,WI53234 		39-0806263 501(c)(3) 67,506       College Completion; College Ready; Dash Programs
(4) Boys and Girls Club of Dane County
2001 Taft Street
Madison,WI53713 		39-1925617 501(c)(3) 222,515       TOPS Program; 2019 Hearts for helping event
(5) Council for Opportunity in Education
1025 Vermont Avenue
NW Suite 900
WASHINGTON,DC20005 		52-1221301 501(c)(3) 8,275       Sponsorship of 2019's Educational Opportunity
(6) Lac Courte Oreilles Ojibwa Community College
13466 W Trepania Road
Hayward,WI54843 		39-1453493 501(c)(3) 73,951       Project Success Emergency Aid and Paid Internship Program
(7) Mount Mary University
2900 N Menomonee River
Milwaukee,WI53222 		38-0806154 501(c)(3) 24,000       Dash Emergency Grant
(8) Scholarship America Inc
One Scholarship Way
St Peter,MN56082 		04-2296967 501(c)(3) 9,100       Emergency Aid
(9) United Way of Dane County
2059 Atwood Avenue
Madison,WI53704 		39-0817532 501(c)(3) 112,000       Sponsorship of Loaned Executive, Corporate Contribution
(10) Milwaukee Area Technical College
700 West State Street
Milwaukee,WI53233 		39-1341603 501(c)(3) 34,000       College Ready Program
(11) Cardinal Stritch University
6801 N Yates Road
Milwaukee,WI53217 		39-0806196 501(c)(3) 68,571       College Completion Program; Dash Emergency Program and Career Ready Internship program
(12) College Possible
540 Fairview Ave N
St Paul,MN55104 		41-1968798 501(c)(3) 570,000       Milwaukee & Minnesota:High School & College Programming
(13) Grantmakers for Education
720 SW Washington Street
Suite 605
Portland,OR97205 		33-0919329 501(c)(3) 86,500       2019 GFE Grant, Grant & Conference Sponsorship
(14) Mercy College of Health Sciences
928 6th Avenue
Des Moines,IA503091225 		42-1511682 501(c)(3) 20,000       Dash Emergency Grant
(15) St Cloud State University
720 4th Avenue S AS 122
St Cloud,MN56301 		41-1687554 501(c)(3) 100,000       Dash Emergency Grant
(16) Vera Court Neighborood Center Inc
614 Vera Court
Madison,WI537041938 		39-1945609 501(c)(3) 12,000       Corporate Matching Grant
(17) Friends of Saint Paul College
235 Marshall Avenue
St Paul,MN55102 		27-1631689 501(c)(3) 32,460       College Completion Program
(18) Grand View University
1200 Grandview Avenue
Des Moines,IA50316 		42-0681049 501(c)(3) 50,000       Dash Emergency Grant
(19) Kent State University
PO Box 5190
232 Schwartz Center
Kent,OH44242 		31-6402079 501(c)(3) 28,900       College Completion Grant
(20) MDRC
16 East 34th Street
New York,NY10016 		23-7379473 501(c)(3) 1,813,695       College Promise Initiative; Multiple measures assessment Phase II Project; Evaluation of 15-18 CRI. Encouraging additional summer enrollment program; Applying the Evidence: Expanding Evidence-Based Strategies Across the Minnesota State System; Piloting an Income Share Agreement that Serves Low-Income Students
(21) Metropolitan State University
30 7th St East
Suite 350
Saint Paul,MN55101 		41-1687554 501(c)(3) 51,487       Emergency Dash Grant
(22) Ohio Wesleyan University
61 S Sandusky St
Delaware,OH43015 		31-4379585 501(c)(3) 37,500       Emergency Dash Grant
(23) St Catherine University
2004 Randolph Ave
Saint Paul,MN551051789 		41-0695509 501(c)(3) 32,609       Career Ready Internship Program Grant; Dash Emergency Program
(24) Trustees of Hamline Univ of Minnesota
1536 Hewitt Ave
Saint Paul,MN55104 		41-0693960 501(c)(3) 37,500       Dash Emergency Grant
(25) University of Northwestern-St Paul
3003 Snelling Ave N
St Paul,MN551131501 		41-0711610 501(c)(3) 12,120       Dash Emergency Grant Program
(26) Excelencia in Education
1717 N St N W 2nd Fl
Washington,DC20036 		20-0927912 501(c)(3) 88,800       Latino Success; sponsorship - 15yr Anniversary; Sponsor and Convening - Excelencia in Education
(27) Kent State University Foundation Inc
PO Box 5190
Kent,OH442420001 		34-6576307 501(c)(3) 402,618       Development of a Statewide Comprehensive Transfer Blueprint
(28) Madison Metropolitan School District
545 W Dayton Street
Madison,WI53703 		39-6003202 State of WI 225,000       Early College STEM Academy
(29) Minnesota Council on Foundations
800 Washington Ave N Ste 703
Minneapolis,MN554012759 		41-1269275 501(c)(3) 7,075       2019 Membership Dues
(30) Achieving The Dream Inc
8403 Colesville Rd
Silver Spring,MD209106355 		27-1635830 501(c)(3) 548,463       Student Success Partner Grant Grant, Coaching Model Transformation Sponsored Practitioner Fellowships
(31) Education Commission of the States
700 N Broadway
Suite 810
Denver,CO80203 		31-0722194 501(c)(3) 2,875,000       Strong Start to Finish Implementation & Innovation Fund
(32) Heidelberg University
310 E Market Street
Tiffin,OH44883 		34-4428219 501(c)(3) 23,766       Dash Emergency Program
(33) Lorain County Community College
1005 North Abbe Rd
Elyria,OH44035 		34-0930187 501(c)(3) 28,729       College Completion Program
(34) North Central State College
2441 Kenwood Circle
Mansfield,OH44906 		34-1038108 501(c)(3) 46,715       College Completion Grant
(35) Rand Corporation
1776 Main St
PO Box 2138
Santa Monica,CA904072138 		95-1958142 501(c)(3) 135,834       MN DOC Evaluation Career Navigator Initiative
(36) Teachers College
525 West 120th Street
New York,NY10027 		13-1624202 501(c)(3) 712,775       Scaling Guided Pathway Reform; Sponsored Practitioner Fellowships
(37) University of Texas at Austin
1616 Guadalupe St
Austin,TX78701 		74-6000203 501(c)(3) 718,489       Moving Mathematics Pathways to Normative Practice in Arkansas; Project Success partner
(38) Wisconsin Philanthropy Network
759 N Milwaukee St
Suite 512
Milwaukee,WI53202 		39-6236498 501(c)(3) 11,250       2019 membership renewal; Lead Sponsorship, 2019 Statewide Conference
(39) Aaniiih Nakoda College
PO Box 159
Harlem,MT59526 		81-0420980 501(c)(3) 39,833       Project Success Emergency Aid and Paid Internship Programs
(40) Arizona State Univ Foundatn for a New American Uni
PO Box 2260
Tempe,AZ852802260 		86-6051042 501(c)(3) 744,666       Innovation Alliance Retention Completion Grant UIA Fellows 2.0"
(41) Aspen Institute Inc
One Dupont Cir NW
Washington,DC20036 		84-0399006 501(c)(3) 1,188,600       Strengthening Guided Pathways through Workforce Tackling Transfer Phase II Justice Convening at Aspen
(42) Bay Mills Community College
12214 W Lakeshore Dr
Brimley,MI49715 		38-2604866 501(c)(3) 86,133       Project Success Emergency Aid and Paid Internship Program
(43) Blackfeet Community College
PO Box 819
Browning,MT59417 		81-0378943 501(c)(3) 44,141       Project Success Emergency Aid and Paid Internship Program
(44) Cankdeska Cikana Community College
214 1st Ave
Fort Totten,ND58335 		45-0350756 501(c)(3) 5,197       Project Success Emergency Aid Program
(45) Carleton College
One North College St
Northfield,MN55057 		41-0694747 501(c)(3) 51,554       Dash Emergency Grant
(46) Central State University
PO Box 1004
Wilberforce,OH45384 		31-0675386 501(c)(3) 89,996       Paid Internship Program
(47) Chief Dull Knife College
PO Box 98
Lame Deer,MT59043 		81-0351900 501(c)(3) 30,300       Emergency Aid and Paid Internship Program
(48) Clark State Community College
570 East Leffel Ln
Springfield,OH45505 		31-0734597 501(c)(3) 37,588       College Completion Program
(49) Cleveland State University
2121 Euclid Ave PH 216
Cleveland,OH44115 		34-0966056 501(C)(3) 22,648       Dash Emergency Grant
(50) College of Menominee Nation
PO Box 1179 N172 Hwy 47/55
Keshena,WI54135 		39-1773613 501(c)(3) 19,067       Emergency Aid
(51) College of the Muscogee Nation
PO Box 917
Okmulgee,OK74447 		35-2357683 501(c)(3) 27,966       Project Success Emergency Aid and Paid Internship Program
(52) Columbus State Community College
550 East Spring St
Columbus,OH43215 		31-0729591 501(c)(3) 27,267       College Completion Program
(53) Community Partners
1000 N Alameda St
Los Angeles,CA90012 		95-4302067 501(c)(3) 640,000       Higher Education in Prison Landscape Project Alliance for Higher Education in Prison Capacity Building
(54) Concordia University-Saint Paul
1282 Concordia Ave
Saint Paul,MN55117 		41-0696906 501(c)(3) 32,200       College Completion Program
(55) Dine College
PO Box C12
Tsaile,AZ86556 		86-0215931 501(c)(3) 126,964       Project Success Emergency Aid and Paid Internship Program
(56) Fond Du Lac Tribal & Community College
30 7th Street East Ste 350
St Paul,MN55101 		41-1687554 501(c)(3) 56,452       Project Success Emergency Aid and Paid Internship Program
(57) Fort Peck Community College
PO Box 398
Poplar,MT59255 		81-0374399 501(c)(3) 13,733       Project Success Emergency Aid Program
(58) Institute of American Indian Arts
PO Box 5310
Sante Fe,NM87502 		85-0365964 501(c)(3) 49,563       Project Success Emergency Aid and Paid Internship Program
(59) Jobs For The Future Inc
88 Broad St 8th Floor
Boston,MA02110 		06-1164568 501(c)(3) 517,957       Wisconsin Student Success Center Grant
(60) Keweenaw Bay Ojibwa Community College
PO Box 519
Baraga,MI49908 		01-0678043 501(c)(3) 63,556       Project Success Emergency Aid and Paid Internship Program
(61) Leech Lake Tribal College
6945 Littlewolf Rd NW
Cass Lake,MN56633 		75-3061667 501(c)(3) 81,780       Project Success Emergency Aid and Paid Internship Program; ATD Dream Conference 2019 - Concurrent Session
(62) Lincoln University
820 Chestnut St
Jefferson City,MO65102 		44-6001089 501(c)(3) 83,533       Project Success Emergency Aid and Paid Internship Program
(63) Little Big Horn College
8645 S Weaver Dr
Crow Agency,MT59022 		81-0331905 501(c)(3) 38,883       Project Success Emergency Aid and Paid Internship Program
(64) Little Priest Tribal College
601 E College Dr
Winnebago,NE68071 		91-1849962 501(c)(3) 51,133       Project Success Emergency Aid and Paid Internship Program
(65) Lourdes University
6832 Covenant Boulevard
Sylvania,OH43560 		34-1226547 501(c)(3) 21,420       Dash Emergency Grant
(66) Mercy College of Ohio
2221 Madison Ave
Toledo,OH43604 		34-1726619 501(c)(3) 30,031       Dash Emergency Grant
(67) Navajo Technical University
PO Box 849
Crownpoint,MN87313 		85-0303705 501(c)(3) 116,722       Project Success Emergency Aid and Paid Internship Program
(68) Nebraska Indian Community College
1111 Hwy 75 PO Box 428
Macy,NE68039 		47-0623553 501(c)(3) 54,347       Project Success Emergency Aid and Paid Internship Program
(69) North Dakota State University
PO Box 6050
Fargo,ND581086050 		45-6002439 501(c)(3) 40,338       College Completion Program
(70) Northcentral Technical College
1000 West Campus Dr
Wausau,WI54401 		39-1077093 501(c)(3) 28,874       College Completion Program
(71) Northwest Indian College
2522 Kwina Rd
Bellingham,WA98226 		91-0905644 501(c)(3) 91,835       Project Success Emergency Aid and Paid Internship Program
(72) Notre Dame College
4545 College Rd
South Euclid,OH44121 		34-0714689 501(c)(3) 30,923       Dash Emergency Grant
(73) Nueta Hidatsa Sahnish College
220 College Dr
New Town,ND58763 		45-0322990 501(c)(3) 22,697       Emergency Aid Program Project Success Paid Internship Program
(74) Oglala Lakota College
PO Box 490
Kyle,SD57752 		23-7135915 501(c)(3) 68,047       Project Success Emergency Aid and Paid Internship Program
(75) Ohio State University
1960 Kenny Rd
Columbus,OH43210 		31-6025986 501(c)(3) 24,803       Dash Emergency Grant
(76) Red Lake Nation College
PO Box 576
Red Lake,MN56671 		26-3031521 501(c)(3) 59,654       Project Success Emergency Aid and Paid Internship Program
(77) Research Foundation of City Univ of NY
230 West 41st St
New York,NY10036 		13-1988190 501(c)(3) 150,000       Optimizing Delivery Systems for Higher Education in Prison
(78) Salish Kootenai College Inc
PO Box 70
Pablo,MT59855 		81-0378823 501(c)(3) 95,827       Project Success Emergency Aid and Paid Internship Program; GFE Travel Grant
(79) Sisseton Wahpeton College
12572 BIA Hwy 700
Agency Village,SD57262 		46-0357254 501(c)(3) 48,014       Project Success Emergency Aid and Paid Internship Program
(80) Sitting Bull College
9299 Hwy 24
Fort Yates,ND58538 		23-7373765 501(c)(3) 38,633       Project Success Emergency Aid and Paid Internship Program
(81) Southwestern Indian Polytechnic Institute
9169 Coors Blvd NW PO Box 10146
Albuquergue,NM87184 		85-0235298 501(c)(3) 63,666       Project Success Emergency Aid and Paid Internship Program
(82) State of Montana
2500 Broadway
Helena,MT59601 		81-0302402 state of mt 500,000       College Access & Success Services
(83) Stone Child College
8294 Upper Box Elder Rd
Box Elder,MT59521 		81-0420650 501(c)(3) 78,615       Project Success Emergency Aid and Paid Internship Program
(84) Tohono O'Odham Community College
PO Box 3129
Sells,AZ85634 		86-0931108 501(c)(3) 30,238       Project Success Emergency Aid and Paid Internship Program
(85) Turtle Mountain Community College
PO Box 340
Belcourt,ND58316 		45-0323401 501(c)(3) 38,945       Project Success Emergency Aid and Paid Internship Program
(86) Union Institute & University
440 E McMillan St
Cincinnati,OH452061925 		31-0747997 501(c)(3) 10,784       Dash Emergency Grant
(87) United Tribes Technical College
3315 University Dr
Bismark,ND58504 		45-0314233 501(c)(3) 49,030       Project Success Emergency Aid and Paid Internship Program
(88) Univ of AR Community College-Batesville
PO Box 3350
Batesville,AR72503 		71-0445264 501(c)(3) 34,330       College Completion Program
(89) University of Arkansas-Fort Smith
PO Box 3649
Fort Smith,AR72913 		71-0394794 501(c)(3) 63,397       College Completion; Dash Emergency Program
(90) University of Mary
7500 University Dr
Bismarck,ND585049652 		45-0273403 501(c)(3) 42,158       Dash Emergency Grant
(91) University of Toledo
2801 West Bancroft St
Toledo,OH43606 		34-6401483 501(c)(3) 83,614       Dash Emergency Grant
(92) White Earth Tribal & Community College
2250 College Rd
Mahnomen,MN56557 		41-1978247 501(c)(3) 68,333       Project Success Emergency Aid and Paid Internship Program
(93) Wilberforce University
1055 N Brickett Rd
Wilberforce,OH45384 		31-0604719 501(c)(3) 37,178       Project Success Paid Internship Program
(94) Xavier University
3800 Victory Pkwy
Cincinnati,OH45207 		31-0537516 501(c)(3) 20,000       Dash Emergency Grant
(95) Arkansas Commmunity College
815 Main Street
Little Rock,AR72201 		71-0795889 501(C)(3) 200,000       Improving Student Success through Holistic Student support Redesign
(96) Council for Adult and Experimental Learning
55 E Monroe Street
Chicago,IL60603 		13-2890752 501(C)(3) 402,596       Adult Learner 360 Academy - Hispanic Serving Institutions
(97) Harris-Stowe State University
3026 Laclede Avenue
St Louis,MO63103 		43-1166917 501(c)(3) 96,608       Project Success Emergency Aid Program Paid Internship Program
(98) Ilisagvik College
PO Box 749
Barrow,AK99723 		92-0158414 501(C)(3) 27,884       Project Success Paid Internship Program
(99) Institute for Higher Education Policy
1825 K Street NW 720
Washington,DC20006 		52-1818907 501(C)(3) 1,480,793       Degrees When Due Initiative; Ensuring High Quality Higher Education in Prison Programs
(100) Iowa Department of Education
400 E 14th Street
Des Moines,IA503190146 		90-0743434 IA DOE 799,712       Guided Pathways Implementation in Iowa's Community Colleges Optimizing Delivery Systems for Higher Education in Prison
(101) National Academy of Sciences
2101 Constitution Ave NW
Washington,DC20418 		53-0196932 501(c)(3) 106,055       Workshop on Understanding Success and Failure of Students in Developmental Mathematics
(102) Philander Smith College
900 W Dalsey Bates Dr
Little Rock,AR72202 		71-0239729 501(c)(3) 60,130       Project Success Emergency Aid Paid Internship Programs
(103) Philanthropy Ohio
37 West Broad Street
Columbus,OH43215 		31-1111842 501(C)(3) 5,458       Membership Philanthropy Ohio 2019
(104) Prison University Project Inc
PO Box 492
San Quentin,CA94964 		20-5606926 501(c)(3) 319,550       Teaching and Learning Initiative
(105) Shorter College
604 N Locust St
North Little Rock,AR72114 		71-0350954 501(c)(3) 39,848       Project Success emergency Aid Paid Internship programs
(106) Sinte Gleska University
PO Box 105
Mission,SD57555 		48-0312209 501(c)(3) 7,252       Project Success Emergency Aid Program
(107) State of Minnesota
658 Cedar St
St Paul,MN55155 		41-6007162 STate of MN 549,028       Career Technical Education-Higher Ed in Prison Career Navigator Initiative - MNDOC
(108) University of Wisconsin System
780 Regent Street
Madison,WI53715 		39-1805963 501(c)(3) 867,000       Math Initiative
(109) University of Arkansas at Pine Bluff
1200 N University Dr
Pine Bluff,AR71601 		71-9010030 501(c)(3) 98,243       Emergency Aid Paid Internship Programs
(110) WestEd
730 Harrison St
San Francisco,CA941071242 		94-3233542 IRC 115(1) 74,877       Project Success Partner Grant
(111) Yes We Must Coalition
5 Coltsway
Wayland,MA01778 		54-1439744 501(c)(3) 95,000       Building college-employer partnerships
(112) UW-Platteville
1 University Plaza
Platteville,WI538183099 		39-1805963 501(c)(3) 100,000       Emergency Dash Grant
(113) American Assoc of State Colleges and Universities
1307 New York Avenue NW
Washington,DC20005 		52-0747578 501(c)3 530,950       Academic Affairs Summer 2019 Meeting Provosts Student Success Network
(114) Association of American Colleges & Universities
1818 R Street NW
Washington,DC20009 		52-1945674 501(c)(3) 866,939       Strengthening Completion Pathways and Ensuring Students are Learning
(115) Association of Public and Land-Grant Universities
1307 New York Avenue NW
Suite 400
Washington,DC20005 		53-0183246 501(c)3 255,473       Fellows Program Pilot
(116) AZ Board of Regents on behalf of AZ State Univ
660 S Mill Avenue
Suite 204
Tempe,AZ85281 		86-0196696 501(c)(3) 1,280,626       Feasibility Testing with a clear and affordable path to a bachelor's degree by combining the scalability of an online learning environment with local supports.
(117) Board of Regents of UW System
210 North Park Street
Suite 6101
Madison,WI53715 		39-1805963 501(c)(3) 150,000       Emergency Dash Grant
(118) Credit Abuse Resistance Education
66 Center Plaza
Suite 600
Alexandria,VA22308 		81-0788458 501(c)3 10,000       Ascendium Cares Donation
(119) Education Finance Instutute
601 Lexington Avenue
Floor 17
New York,NY10022 		83-1400442 501(c)(3) 50,000       Development and Validation of a Compelling Income Share Program
(120) Grantmakers for Effective Organizations
1310 L Street NW
Suite 650
Washington,DC20005 		01-0669150 501(c)3 14,000       2019 Membership Contribution
(121) Greater Twin Cities United Way
404 Soth Eight Street
Minneapolis,MN55404 		41-1973442 501(c)3 6,000       Corporate Contribution
(122) GSV Summit
875 N Michigan Avenue
Suite 3520
Chicago,IL60611 		47-2947375   25,000       Practitioner Fellowship Sponsor Fellowship
(123) Institute for Evidence Based Change
3711 Long Beach Blvd
Suite 5033
Long Beach,CA90807 		26-3542835 501(c)3 1,074,648       Implementing and Evaluating Caring Campus Faculty Engagement
(124) National College Attainment Network
1001 Connecticut Avenue Suite 300
Washington,DC20036 		31-1793562 501(c)(3) 235,605       FAFSA Completion Challenge;2019 NCAN Membership Grant - Supporting Level 2;Text Steps Summer Melt Texting 2019 NCAN National Conference
(125) R Street Institute
1212 New York Avenue
Suite 900
Wasinngton,DC20005 		26-3477125 501(c)3 50,000       Rural Post-Secondary Education Project
(126) Richmond Promise
440 Civic Center
Richmond,CA94804 		81-1653085 501(c)(3) 8,800       PromiseNet 2019 - Sponsorship Opportunity
(127) Sagniaw Chippewa Indian Tribe of Michigan
7070 East Broadway Road
Mount Pleasant,MI48858 		38-6178758 501(c)3 10,300       Emergency Aid
(128) Second Chance Educational Alliance
750 Main Street
Suite 514
Hartford,CT06103 		81-1725510 501(c)3 87,500       Optimizing Delivery Systems for Higher Education in Prison Evaluation
(129) Strada Education Network Inc
10 West Market
Suite 1100
Indianapolis,IN46204 		47-3044430 501(c)3 87,120,164       support their philanthropic efforts pursuant to the December 6, 2016 transfer of ownership of United Student Aid Funds and Northwest Education Loan Association from USA Funds (now Strada) to Ascendium.
(130) Team Pennsylvania Foundation
240 North Third Street
2nd Floor
Harrisburg,PA17101 		23-2876177 501(c)3 306,075       Next Generation Sector Partnerships National Benchmarking & Rural Affinity Group
(131) Thread Inc
2401 Liberty Heights Avenue
Baltimore,MD21215 		84-1700955 501(c)3 277,000       Creating Postsecondary Pathways for Thread Students
(132) United Way of Central Indiana
2955 N Meridian Street
Suite 300
Indianapolis,IN46208 		35-1007590 501(c)3 12,000       Corporate Contribution
(133) United Way of Northeastern South Dakota Inc
PO Box 1065
Aberdeen,SD57402 		23-7086355 501(c)3 12,000       Corporate Contribution
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
132
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
1
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2019

Schedule I (Form 990) 2019
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1) Wisconsin Covenant Scholar Program 130 578,785      
(2) Jim Elliott Apprentice Scholarship 19 28,500      
(3) Tools of the Trade Scholarship 180 270,000      
(4) Project Success 26846 99,558      
(5) Ascednium Tuition Reimbursement Program 11 31,391      
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
Form 990, Schedule I - Part I, Line 2 Description of Organization's Procedures for Monitoring the use of Grants in the United States: Ascendium Education Solutions, Inc. (SOLUTIONS) receives periodic reports from funded programs to determine whether the program is successfully meeting its goals and objectives, and whether the provided funds were appropriately expended. SOLUTIONS's staff conducts site visits to college access supported programs to observe the program. Where practicable, the disbursements are scheduled to coincide with program activities.
Form 990, Schedule I - Part III, Line 1 Ascendium Education Solutions, Inc. (SOLUTIONS) received periodic reports detailing the distribution of the Wisconsin Covenant Scholar grant funds to postsecondary schools (who disbursed the grants directly to the recipients). The recipients were determined based on criteria defined by the Program and no individual recipient receives more than $1,500 per year.
Form 990, Schedule I - Part III, Line 2 The Jim Elliott Apprentice Scholarship program is to benefit construction trade apprentices, to be applied toward the cost of tuition books, work clothes and tools. The recipients were determined based on criteria defined by the program and no individual recipient receives more than $1,500 per year.
Form 990, Schedule I - Part III, Line 3 Tools of the Trade Apprentice Scholarship program to benefit construction and industrial trade apprentices,to be applied toward the cost of tuition, books, work clothes and tools. The recipients were determined based on criteria defined by the program and no individual recipient receives more than $1,500 per year.
Form 990, Schedule I - Part III, Line 4 The Project Success Program provides a wide array of services and support to increase completion rates and decrease cohort default rates at minority-service institutions. The recipients were determined based on criteria defined by the program. Services were contracted to provide for monitoring of the contract performance. The monitoring will include analysis and compliance of all progress reports, assessment of quality assurance through administration of college surveys, and an overall assessment of the Project Success Program.
Form 990, Schedule I- Part III, Line 5 Ascendium employees receive financial support in their efforts to pursue additional education. Tuition, books and fees for job-required coursework and/or degrees or coursework deemed to be of strategic value to Ascendium are reimbursed at a 100% level. Coursework and degrees that are job-related are reimbursed at 80%. Maximum reimbursement per calendar year is $5,250 for employees regularly scheduled for 30+ hours per week and $2,000 for employees regularly scheduled for 20-29 hours per week.
Schedule I (Form 990) 2019



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Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
Ascendium Education Solutions Inc
 
Employer identification number

39-1853833
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ..
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1Amy Kobishop 3
VP - Education Philanthropy 		(i)

(ii)		 139,892
-------------
0 		131,659
-------------
0 		675
-------------
0 		6,664
-------------
0 		19,079
-------------
0 		297,969
-------------
0 		0
-------------
0
2Barbara Wilhelm 3
Director Claims Review 		(i)

(ii)		 150,104
-------------
0 		10,170
-------------
0 		3,924
-------------
0 		10,316
-------------
0 		14,761
-------------
0 		189,275
-------------
0 		0
-------------
0
3Beth Erickson 3
VP - Repayment Solutions 		(i)

(ii)		 145,980
-------------
0 		131,550
-------------
0 		1,337
-------------
0 		6,444
-------------
0 		24,651
-------------
0 		309,962
-------------
0 		0
-------------
0
4Brian Kobishop 3
VP - IT/Security/Logistics 		(i)

(ii)		 0
-------------
155,290 		0
-------------
26,799 		0
-------------
2,097 		0
-------------
6,591 		0
-------------
5,176 		0
-------------
195,953 		0
-------------
0
5Hope Merry 3
Chief Financial Officer 		(i)

(ii)		 0
-------------
199,331 		0
-------------
151,462 		0
-------------
481 		0
-------------
14,586 		0
-------------
26,280 		0
-------------
392,140 		0
-------------
0
6Jacqueline Fairbairn 3
VP-Policy/Comp/Claims/Collect 		(i)

(ii)		 140,587
-------------
0 		131,538
-------------
0 		1,329
-------------
0 		11,796
-------------
0 		41,684
-------------
0 		326,934
-------------
0 		0
-------------
0
7Jason Rasmusen 3
Director Strategic Comm 		(i)

(ii)		 113,080
-------------
0 		22,390
-------------
0 		7,637
-------------
0 		5,039
-------------
0 		25,489
-------------
0 		173,635
-------------
0 		0
-------------
0
8Jeff Crosby 3
Chief Operating Officer 		(i)

(ii)		 0
-------------
269,457 		0
-------------
1,118 		0
-------------
1,324 		0
-------------
10,629 		0
-------------
25,149 		0
-------------
307,677 		0
-------------
0
9Jeffrey Dick 3
Systems Analyst 		(i)

(ii)		 145,698
-------------
0 		1,129
-------------
0 		670
-------------
0 		6,265
-------------
0 		22,789
-------------
0 		176,551
-------------
0 		0
-------------
0
10Kira Cortese 3
Creative Director 		(i)

(ii)		 120,722
-------------
0 		16,215
-------------
0 		368
-------------
0 		7,009
-------------
0 		17,229
-------------
0 		161,543
-------------
0 		0
-------------
0
11Matt Harlowe 3
Director Internal Audit 		(i)

(ii)		 0
-------------
138,143 		0
-------------
36,576 		0
-------------
259 		0
-------------
8,100 		0
-------------
8,005 		0
-------------
191,083 		0
-------------
0
12Maureen Harrill 3
VP - Human Resources 		(i)

(ii)		 0
-------------
125,186 		0
-------------
76,526 		0
-------------
1,694 		0
-------------
8,150 		0
-------------
20,063 		0
-------------
231,619 		0
-------------
0
13Rebecca Rapp 3
Gen Cnsl, Chief Priv Ofc & Ass 		(i)

(ii)		 0
-------------
136,959 		0
-------------
131,689 		0
-------------
297 		0
-------------
14,681 		0
-------------
22,963 		0
-------------
306,589 		0
-------------
0
14Rebecca Villarreal 3
Director Education Grantmaking 		(i)

(ii)		 162,618
-------------
0 		1,340
-------------
0 		280
-------------
0 		7,718
-------------
0 		8,008
-------------
0 		179,964
-------------
0 		0
-------------
0
15Richard D George 23
Chair/Pres/CEO/Treas 		(i)

(ii)		 0
-------------
347,542 		0
-------------
601,808 		0
-------------
3,806 		0
-------------
14,735 		0
-------------
28,305 		0
-------------
996,196 		0
-------------
0
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
Schedule J (Form 990) 2019

Additional Data


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Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
Ascendium Education Solutions Inc
 
Employer identification number

39-1853833
Return Reference Explanation
Form 990, Part VI, Question 6 & 7A Ascendium Education Group Inc.(GROUP), a nonprofit 501(c)(3) corporation, is the sole member of Ascendium Education Solutions, Inc. (SOLUTIONS). By authority granted in SOLUTIONS's adopted Articles of Incorporation, GROUP as the sole member, appoints SOLUTIONS's Board members.
Form 990, Part VI, Question 7b Ascendium Education Group, Inc. (GROUP), a nonprofit 501(c)(3) corporation, as sole member of Ascendium Education Solutions, Inc.(SOLUTIONS), has the authority provided by Wis. Stats. Chapter 181 to approve certain actions related to merger, conversion, sale of assets and dissolution.
Form 990, Part VI, Question 11B On an annual basis, the Chairman of the Board, President and CEO, the Audit Committee and Board review the Form 990 prior to filing. The conflicts of interest questionnaires are completed by each director and reviewed prior to filing the Form 990.
Form 990, Part VI, Question 12c Annually, directors and officers sign a conflict of interest document which discloses any conflicts. The signed documents are reviewed annually by the chairman of the board. If a disclosed conflict occurs, the individual abstains from discussion and voting on topics where a conflict of interest exists. All directors, officers and employees are subject to the Human Resources Code of Ethics to maintain the highest ethical and legal standards of business conduct.
Form 990, Part VI, Question 15A & 15B THE COMPENSATION OF THE CEO AND ALL OF THE OFFICERS IS DETERMINED ANNUALLY BY THE PERSONNEL POLICY COMMITTEE OF THE BOARD OF DIRECTORS. THE CEO IS ROUTINELY EXCUSED AND ABSTAINS FROM DISCUSSION AND/OR VOTING ON ANY MATTERS RELATED TO HIS OWN COMPENSATION AND BENEFITS. THE PERSONNEL POLICY COMMITTEE'S REPORT IS SUBMITTED TO THE BOARD OF DIRECTORS FOR APPROVAL. THE DECISIONS ARE DOCUMENTED IN THE BOARD MINUTES. EVERY TWO TO THREE YEARS, AN INDEPENDENT COMPENSATION STUDY IS PERFORMED.
Form 990, Part VII, Section A, Line 1a (1) Directors normally attend 3-4 board meetings and 3-4 committee meetings per year in addition to telephonic conferences and individual meetings with officers. Directors devote an average of 1-3 hours per week to their position(s). (2) Inside directors are not eligible for Board compensation. (3) Non-operating officer position not separately compensated.
Form 990, Part IX, Line 24b Costs are charged to the applicable managing area and then further allocated to supporting services and programs that each area supports. Costs are allocated to supporting services and programs based on estimates made by management, taking into account the nature of the expense and how it relates to the functional areas. Costs are typically allocated based on resources used or time and effort. 2019 allocations made from Ascendium Education Group, Inc. to Ascendium Education Solutions, Inc. are as follows: Ascendium Education Solutions, Inc. 28,349,862
Form 990, Part VI, Question 19 FEDERAL LAW DOES NOT REQUIRE THAT SUCH DOCUMENTS BE MADE PUBLICY AVAILABLE. DOCUMENTS ARE AVAILABLE UPON SPECIFIC REQUEST.
Form 990, Part XI, Line 9 Operating fund contribution transfer to ($950,000,000) Ascendium Education Group, Inc. Guarantor reserve from USAF and NELA $175,444,281 ______________ Total ($774,555,719)
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2019


Additional Data


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Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
Ascendium Education Solutions Inc
 
Employer identification number

39-1853833
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity










Part II
Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1)Ascendium Education Group Inc
2501 International Lane

Madison,WI53704
39-1090394 		Stdnt Ln Svcs WI 501(c)(3) 12B Type II NA
 
 
No
(2)Northstar Guarantee Inc
2501 International Lane

Madison,WI53704
41-1689095 		Stdt Rehab Ln MN 501(C)(3) 10 GROUP
 
Yes
 










For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) NORTHSTAR EDUCATION SERVICES LLC

2501 INTERNATIONAL LANE
MADISON,WI53704
35-2626495 		SERVICE WI GROUP
  		C CORP 0 0   Yes  












Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) Northstar Education Services LLC

 q 31,056 Actual Cost





Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2019

Additional Data


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