Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (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 | |||||
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Total |
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Calendar year
(or fiscal year beginning in)
![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 2,332,658 | 17,676,000 | 27,159,584 | 10,344,068 | 16,454,000 | 73,966,310 |
| 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 | 2,332,658 | 17,676,000 | 27,159,584 | 10,344,068 | 16,454,000 | 73,966,310 |
| 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) .. | 38,435,903 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 35,530,407 | |||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 2,332,658 | 17,676,000 | 27,159,584 | 10,344,068 | 16,454,000 | 73,966,310 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 1,920 | 199 | 2,243 | 45,142 | 95,560 | 145,064 |
| 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.).. | 20,778 | 4,431 | 1,000 | 7,651 | 33,860 | |
| 11 | Total support. Add lines 7 through 10 | 74,145,234 | |||||
Calendar year (or fiscal
year beginning in) ![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 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 | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| 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. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 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) |
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| 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): |
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| 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 0.015 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 0.035 | 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 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2023 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2023 |
(iii) Distributable Amount for 2023 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2023 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI).
See instructions. |
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| 3 Excess distributions carryover, if any, to 2023: | ||||
| a From 2018....... | ||||
| b From 2019....... | ||||
| c From 2020....... | ||||
| d From 2021....... | ||||
| e From 2022....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2023 distributable amount | ||||
|
i
Carryover from 2018 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2023 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2023 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2023, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2023. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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7 Excess distributions carryover to 2024. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2019..... | ||||
| b Excess from 2020..... | ||||
| c Excess from 2021..... | ||||
| d Excess from 2022..... | ||||
| e Excess from 2023..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
| Return Reference | Explanation |
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| FORM 990, PART III, LINE 1 | AMERICA ACHIEVES' MISSION IS TO ADVANCE ECONOMIC OPPORTUNITY, MOBILITY, AND PATHWAYS TO GOOD JOBS AND CAREERS, INCLUDING FOR LOW AND MODERATE-INCOME AND OTHER UNDERSERVED POPULATIONS AND COMMUNITIES. WE HELP ENSURE AMERICANS CAN OBTAIN THE ECONOMIC AND EDUCATIONAL OPPORTUNITIES THEY NEED TO BE SUCCESSFUL AND CONTRIBUTE TO THEIR COMMUNITIES' SUCCESS IN THE 21ST CENTURY. WE CATALYZE LARGE-SCALE IMPACT BY GENERATING, SUPPORTING, AND INCUBATING HIGH-POTENTIAL IDEAS AND INITIATIVES, ADVANCING PUBLIC POLICY, PROVIDING TECHNICAL ASSISTANCE TO STATE AND LOCAL INITIATIVES, DELIVERING THOUGHT PARTNERSHIP AND PHILANTHROPIC FUNDING TO PROMISING AND SCALABLE MODELS FOR IMPACT, AND CONVENING AND ADVISING PUBLIC SECTOR LEADERS, FOUNDATIONS, AND OTHER KEY LEADERS TO ACCELERATE AND SCALE EVIDENCE-BASED PARTNERSHIPS AND SOLUTIONS. SINCE 2020, AMERICA ACHIEVES HAS LEVERAGED OUR ORGANIZATION, TRACK RECORD, EXPERTISE, CAPACITY, AND NETWORKS TO FOCUS ON ADDRESSING THE ECONOMIC AND EDUCATIONAL IMPACT OF THE COVID-19 CRISIS AND ADVANCING LONG-TERM ECONOMIC REBUILDING AND RECOVERY. AFTER THE COVID PANDEMIC BEGAN, AMERICA ACHIEVES DEVELOPED RESEARCH, PUBLIC POLICY, AND PHILANTHROPIC OPTIONS TO ADDRESS THE EDUCATIONAL, JOBS, AND ECONOMIC CRISES TRIGGERED BY THE PANDEMIC AND TO ENABLE A LONG-TERM ECONOMIC AND EDUCATIONAL RECOVERY WITHIN OUR NATION. WE DEVELOPED PUBLIC POLICY IDEAS, IMPLEMENTATION SUPPORT STRATEGIES FOR COMMUNITIES USING NEWLY ENACTED FEDERAL FUNDING, AND PHILANTHROPIC PROGRAMS TO HELP PUT AMERICANS BACK TO WORK, TO SKILL THEM FOR MIDDLE-CLASS CAREERS, STRENGTHEN THE EDUCATIONAL RECOVERY ESPECIALLY FOR LOW-INCOME STUDENTS, AND DRIVE LONG-TERM INCLUSIVE ECONOMIC INNOVATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | MANAGEMENT PROVIDED THE FINANCE & AUDIT COMMITTEE WITH A DRAFT OF THIS FORM FOR REVIEW AND PROVIDED EDITS TO THE TAX PREPARER. THE DRAFT OF THE 990 WAS ALSO SENT TO THE FULL BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANY TRANSACTION, AGREEMENT OR ARRANGEMENT IN WHICH A RELATED PARTY HAS A FINANCIAL INTEREST AND IN WHICH THE ORGANIZATION IS A PARTICIPANT SHALL BE APPROVED BY THE BOARD OF DIRECTORS OR AN AUTHORIZED BOARD COMMITTEE ONLY AFTER THE BOARD OR THE AUTHORIZED COMMITTEE DETERMINES THAT THE TRANSACTION, AGREEMENT OR ARRANGEMENT IS FAIR, REASONABLE AND IN THE BEST INTEREST OF THE ORGANIZATION. WHEN A DIRECTOR, OFFICER, OR KEY EMPLOYEE OF THE ORGANIZATION BECOMES AWARE THAT HE OR SHE, OR HIS OR HER FAMILY MEMBERS OR RELATED ENTITIES IS INVOLVED IN A CONFLICT TRANSACTION: (A) HE OR SHE SHALL IMMEDIATELY DISCLOSE THE EXISTENCE AND MATERIAL FACTS OF THE FINANCIAL INTEREST IN THE CONFLICT TRANSACTION TO THE AUDIT COMMITTEE OR, IF THERE IS NO AUDIT COMMITTEE, TO THE BOARD; (B) HE OR SHE MAY PARTICIPATE IN THE INFORMATION-GATHERING STAGE OF THE BOARD'S OR THE AUTHORIZED COMMITTEE'S DISCUSSION, BUT SHALL NOT BE PHYSICALLY PRESENT DURING THE FINAL DELIBERATION OR VOTE ON THE CONFLICT TRANSACTION; (C) IF A DIRECTOR, HE OR SHE SHALL NOT VOTE ON THE CONFLICT TRANSACTION; AND (D) HE OR SHE SHALL REFRAIN FROM IMPROPERLY INFLUENCING THE DELIBERATION OR VOTE ON THE CONFLICT TRANSACTION. 2) IN DETERMINING WHETHER TO APPROVE A CONFLICT TRANSACTION, DISINTERESTED DIRECTORS ON THE BOARD OR THE AUTHORIZED COMMITTEE SHALL TAKE INTO ACCOUNT THE RESTRICTIONS REGARDING EITHER SELF-DEALING OR EXCESS BENEFIT TRANSACTIONS UNDER IN ACCORDANCE WITH THE INTERNAL REVENUE CODE. 3) IN DETERMINING WHETHER TO APPROVE A CONFLICT TRANSACTION IN WHICH A RELATED PARTY HAS A "SUBSTANTIAL FINANCIAL INTEREST", NOT JUST A FINANCIAL INTEREST, DISINTERESTED DIRECTORS ON THE BOARD OR THE AUTHORIZED COMMITTEE SHALL, IN ADDITION TO FOLLOWING THE PROCEDURES SET FORTH ABOVE: (A) CONSIDER ALTERNATIVE TRANSACTIONS TO THE EXTENT AVAILABLE; (B) APPROVE THE CONFLICT TRANSACTION BY NOT LESS THAN A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS PRESENT AT THE MEETING OF THE BOARD OR THE AUTHORIZED COMMITTEE; AND (C) CONTEMPORANEOUSLY DOCUMENT IN THE MEETING MINUTES THE BASIS FOR THE BOARD'S OR THE AUTHORIZED COMMITTEE'S APPROVAL OF THE CONFLICT TRANSACTION, INCLUDING ITS CONSIDERATION OF ANY ALTERNATIVE TRANSACTION. 4) ALL QUESTIONS AS TO WHETHER A RELATED PARTY HAS A FINANCIAL INTEREST OR A SUBSTANTIAL FINANCIAL INTEREST IN TRANSACTION, AGREEMENT OR ARRANGEMENT IN WHICH THE ORGANIZATION IS A PARTICIPANT SHALL BE RESOLVED BY A VOTE OF THE BOARD OR THE AUTHORIZED COMMITTEE IN WHICH THE INTERESTED INDIVIDUAL, IF HE OR SHE IS A DIRECTOR, MAY NOT VOTE. 5) THE MINUTES OF THE MEETING OF THE BOARD OR THE AUTHORIZED COMMITTEE CONSIDERING THE CONFLICT TRANSACTION SHALL (I) REFLECT THAT THE RELATED PARTY'S FINANCIAL INTEREST IN THE TRANSACTION, AGREEMENT OR ARRANGEMENT IN WHICH THE ORGANIZATION IS A PARTICIPANT WAS DISCLOSED, (II) STATE THAT THE RELATED PARTY (AND ANY DIRECTOR, OFFICER, OR KEY EMPLOYEE AFFILIATED WITH THE RELATED PARTY) WAS NOT PRESENT DURING THE FINAL DELIBERATION OR VOTE OF THE BOARD OR THE AUTHORIZED COMMITTEE ON THE CONFLICT TRANSACTION, (III) STATE THAT THE RELATED PARTY, IF A DIRECTOR, ABSTAINED FROM VOTING ON THE CONFLICT TRANSACTION, (IV) DESCRIBE THE ACTION TAKEN BY THE BOARD OR THE AUTHORIZED COMMITTEE RELATING TO THE CONFLICT TRANSACTION (E.G., APPROVAL OR DISAPPROVAL), AND (V) DESCRIBE ANY CONSIDERATION OF ALTERNATIVE TRANSACTIONS, TO THE EXTENT APPLICABLE, BY THE BOARD OR THE AUTHORIZED COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 15 | A COMPENSATION SUMMARY WHICH INCLUDES RESEARCH AND COMPARABLE DATA IS COMPLETED FOR ALL EMPLOYEES THAT ARE DESIGNATED OFFICERS, DIRECTORS, AND HIGHLY COMPENSATED AT DATE OF HIRE AND UPON A REQUEST TO CHANGE. THIS PROCESS DOCUMENTS AMERICA ACHIEVES' EFFORT TO ASSESS THE REASONABLENESS OF COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. |
| FORM 990, PART IX, LINE 11G | TECHNICAL ASSISTANCE: PROGRAM SERVICE EXPENSES 3,039,957. MANAGEMENT AND GENERAL EXPENSES 45,632. FUNDRAISING EXPENSES 5,175. TOTAL EXPENSES 3,090,764. COMMUNICATIONS & MARKETING: PROGRAM SERVICE EXPENSES 118,064. MANAGEMENT AND GENERAL EXPENSES 67,340. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 185,404. STRATEGIC PLANNING: PROGRAM SERVICE EXPENSES 1,892,583. MANAGEMENT AND GENERAL EXPENSES 121,550. FUNDRAISING EXPENSES 31,100. TOTAL EXPENSES 2,045,233. POLICY PLANNING: PROGRAM SERVICE EXPENSES 215,700. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 215,700. TEMPORARY SERVICES: PROGRAM SERVICE EXPENSES 795,199. MANAGEMENT AND GENERAL EXPENSES 293,378. FUNDRAISING EXPENSES 10,290. TOTAL EXPENSES 1,098,867. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 322. MANAGEMENT AND GENERAL EXPENSES 23,411. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,733. FUND DEVELOPMENT: PROGRAM SERVICE EXPENSES 5,038. MANAGEMENT AND GENERAL EXPENSES 380. FUNDRAISING EXPENSES 375,721. TOTAL EXPENSES 381,139. |
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