CONNECTED THE NATIONAL CENTER FOR COLLEGE AND CAREER

EIN: 204781979 501(c)(3) Education

BERKELEY, CA

Total Revenue
$3,830,581
Total Expenses
$4,401,840
Total Assets
$2,275,395
Net Assets
$853,067
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2006
Legal Domicile
CA
Principal Officer
RICHARD WHITMORE
Phone
5108494945
Tax Period
2023-10-01 to 2024-09-30

CONNECTED THE NATIONAL CENTER FOR COLLEGE AND CAREER, founded in 2006, is a community nonprofit in the Education sector that reported $3.8M in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $4.4M exceeded revenue, resulting in a 15% operating deficit.

Mission

CONNECTED: THE NATIONAL CENTER FOR COLLEGE AND CAREER PARTNERS WITH SCHOOL, DISTRICT, AND COMMUNITY LEADERS TO TRANSFORM EDUCATION THROUGH LINKED LEARNING PATHWAYS SO THAT ALL STUDENTS, REGARDLESS OF BACKGROUND, ARE PREPARED TO SUCCEED IN COLLEGE, CAREER, COMMUNITY AND LIFE.

Program Service Accomplishments

Program 1
Expenses: $2,198,343 Revenue: $1,614,702

DESIGN AND IMPLEMENT HIGH QUALITY COLLEGE AND CAREER PATHWAYS: WE SUPPORT DISTRICT AND SITE LEADERS THROUGH COACHING AND DIGITAL TOOLS TO HELP PATHWAY TEACHER TEAMS ESTABLISH THE STRUCTURES AND...

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DESIGN AND IMPLEMENT HIGH QUALITY COLLEGE AND CAREER PATHWAYS: WE SUPPORT DISTRICT AND SITE LEADERS THROUGH COACHING AND DIGITAL TOOLS TO HELP PATHWAY TEACHER TEAMS ESTABLISH THE STRUCTURES AND CONDITIONS FOR EQUITABLE STUDENT SUCCESS, THROUGH RIGOROUS COLLEGE-READY ACADEMICS INTEGRATED WITH SEQUENCED CAREER AND TECHNICAL EDUCATION, WORK-BASED LEARNING, INTEGRATED SUPPORTS IN MIDDLE AND HIGH SCHOOL AND INTO POST-SECONDARY.

Program 2
Expenses: $1,376,485 Revenue: $1,011,041

STRENGHTHEN CAPACITY FOR EFFECTIVE LEARNING, TEACHING AND LEADING: WE PARTNER WITH SITE AND DISTRICT LEADERSHIP TEAMS TO DESIGN, SUPPORT, AND SUSTAIN IMPACTFUL PROFESSIONAL LEARNING THROUGH...

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STRENGHTHEN CAPACITY FOR EFFECTIVE LEARNING, TEACHING AND LEADING: WE PARTNER WITH SITE AND DISTRICT LEADERSHIP TEAMS TO DESIGN, SUPPORT, AND SUSTAIN IMPACTFUL PROFESSIONAL LEARNING THROUGH COMMUNITIES OF PRACTICE THAT USE EVIDENCE-BASED CYCLES OF INQUIRY, ANALYSES OF STUDENT AND ADULT WORK, PROTOCOLS FOR EFFECTIVE COLLABORATION, AND A VARIETY OF ONLINE TOOLS, RESOURCES, AND EXEMPLARS. WE HELP LEADERSHIP TEAMS TO EXAMINE CURRENT CONDITIONS, DEVELOP AND IMPLEMENT EQUITABLE POLICIES, SYSTEMS, AND STRUCTURES THAT SUPPORT SUSTAINING, EXPANDING, AND CONTINUOUSLY IMPROVING PATHWAYS IN MIDDLE AND HIGH SCHOOL AND INTO POST-SECONDARY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,204,687
Program Service Revenue $2,625,743
Investment Income $151
Other Revenue $0
TOTAL REVENUE $3,830,581

Expense Breakdown

Grants Paid $75,000
Salaries & Benefits $2,925,186
Fundraising Expenses $1,350
Program Expenses $3,574,828
Other Expenses $1,401,654
TOTAL EXPENSES $4,401,840

Year-over-Year Comparison

2023 2022 Change
Revenue $3,830,581 $3,280,086 +0.2%
Expenses $4,401,840 $4,375,739 +0.0%
Net Income $-571,259 $-1,095,653 -0.5%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
7
Independent Members
6
Employees
17
Volunteers
7

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$725,734
Total Directors
7
$0
Key Employees
3
$669,266
Highest Compensated
3
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JEFFREY FISHER DIRECTOR 1.00
Director
$0 $0 $0
SRI ANANDA BOARD CHAIR 1.00
Officer Director
$0 $0 $0
ADAM ANDERSON DIRECTOR AND TREASURER 1.00
Officer Director
$0 $0 $0
BRIAN DRISCOLL DIRECTOR 1.00
Director
$0 $0 $0
JD HOYE SECRETARY AND DIRECTOR 1.00
Officer Director
$0 $0 $0
ALEXANDRA KENNEDY DIRECTOR 1.00
Director
$0 $0 $0
MARQUES MCCAMMON DIRECTOR 1.00
Director
$0 $0 $0
GARY HOACHLANDER PRESIDENT 40.00
Officer
$324,950 $22,359 $347,309
DAPHANNIE STEPHENS CHIEF PROGRAMS OFFICER 40.00
Officer
$183,053 $27,029 $210,082
SHIERRA MERTO DIRECTOR, FINANCE & CONTRA 40.00
Officer
$145,864 $22,479 $168,343
ROB ATTERBURY DIRECTOR, REGIONAL LINKED 40.00
Key Emp
$203,749 $37,459 $241,208
JULIE KOENKE DIRECTOR, REGIONAL LL SUPP 40.00
Key Emp
$178,740 $32,040 $210,780
JENNIFER LUTZENBERGER-PHILLIPS DIRECTOR, LT&PD 40.00
Key Emp
$202,000 $15,278 $217,278
KIERA CHASE DIRECTOR, INSTRUCTIONAL DE 40.00
Highest
$177,139 $28,373 $205,512
BEN CROSBY DIRECTOR, TECHNOLOGY AND MEDIA 40.00
Highest
$129,410 $27,779 $157,189
PIER SUN HO ASSOCIATE DIRECTOR, LT&PD 30.00
Highest
$156,241 $13,647 $169,888
MAGGIE WILLIAMS FORMER CFO 40.00
$107,742 $16,256 $123,998
JASON QUIARA FORMER CHIEF STRATEGY & PARTNERSH 40.00
$100,800 $11,480 $112,280
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $3,830,581 $4,401,840 $2,275,395 $-571,259
2023 $3,280,086 $4,375,739 $3,136,321 $-1,095,653
2022 $3,307,828 $4,738,266 $4,598,921 $-1,430,438
2021 $8,506,816 $5,398,944 $6,483,238 $3,107,872
2020 $2,925,591 $4,245,416 $1,986,668 $-1,319,825
2019 $2,659,628 $4,048,409 $3,014,319 $-1,388,781
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