ASCEND DALLAS

EIN: 750800699 501(c)(3) Human Services

DALLAS, TX

Total Revenue
$5,862,359
Total Expenses
$5,640,650
Total Assets
$3,235,893
Net Assets
$1,591,912
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1908
Legal Domicile
TX
Principal Officer
KATE ROSE MARQUEZ
Phone
2149565901
Tax Period
2024-07-01 to 2025-06-30

ASCEND DALLAS, founded in 1908, is a community nonprofit in the Human Services sector that reported $5.9M in total revenue in fiscal year 2024. Expenses of $5.6M left a modest 4% surplus.

Mission

AT ASCEND DALLAS WE EMPOWER WOMEN, FIGHT POVERTY AND IMPACT GENERATIONS.

Program Service Accomplishments

Program 1
Expenses: $2,539,781

ASCEND DALLAS NURSE-FAMILY PARTNERSHIP (NFP) EMPOWERS VULNERABLE FIRST-TIME MOMS TO TRANSFORM THEIR LIVES AND CREATE BETTER FUTURES FOR THEMSELVES AND THEIR BABIES. NFP WORKS BY HAVING SPECIALLY...

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ASCEND DALLAS NURSE-FAMILY PARTNERSHIP (NFP) EMPOWERS VULNERABLE FIRST-TIME MOMS TO TRANSFORM THEIR LIVES AND CREATE BETTER FUTURES FOR THEMSELVES AND THEIR BABIES. NFP WORKS BY HAVING SPECIALLY TRAINED NURSES REGULARLY VISIT YOUNG, FIRST-TIME MOMS-TO-BE, STARTING EARLY IN THE PREGNANCY AND CONTINUING THROUGH THE CHILD'S SECOND BIRTHDAY. DURING FY24-25, NFP SERVED 356 MOTHERS AND 291 BABIES.

Program 2
Expenses: $2,064,852

ASCEND DALLAS ECONOMIC ADVANCEMENT EMPOWERS WOMEN WITH THE CONFIDENCE AND KNOWLEDGE NEEDED TO MAKE SOUND FINANCIAL DECISIONS. WITH THE SUPPORT AND ACCOUNTABILITY OF AN ASCEND DALLAS FINANCIAL COACH...

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ASCEND DALLAS ECONOMIC ADVANCEMENT EMPOWERS WOMEN WITH THE CONFIDENCE AND KNOWLEDGE NEEDED TO MAKE SOUND FINANCIAL DECISIONS. WITH THE SUPPORT AND ACCOUNTABILITY OF AN ASCEND DALLAS FINANCIAL COACH, WOMEN DEVELOP SMART GOALS TO CHART THEIR PATH TO FINANCIAL GROWTH. CLIENTS CAN JOIN ANY OF OUR RESILIENCY PATHWAYS AIMED AT PERSONAL FINANCE, CAREER GROWTH, BUSINESS FINANCE AND PERSONAL WELLNESS. OUTCOMES SHOW IMPROVEMENTS IN FINANCIAL KNOWLEDGE, SAVINGS, CREDIT, DEBT AND INCOME. IN FY 24-25, THE PROGRAM REACHED 2,608 PARTICIPANTS.

Program 3
Expenses: $2,923 Revenue: $3,996

THE ASCEND DALLAS COACHING INSTITUTE TEACHES PRACTITIONERS TO COACH OTHERS ON FINANCIAL TOPICS THROUGH DYNAMIC, INTERACTIVE COACH TRAINING THAT COMBINES FUNDAMENTAL COACHING SKILLS WITH STRONG...

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THE ASCEND DALLAS COACHING INSTITUTE TEACHES PRACTITIONERS TO COACH OTHERS ON FINANCIAL TOPICS THROUGH DYNAMIC, INTERACTIVE COACH TRAINING THAT COMBINES FUNDAMENTAL COACHING SKILLS WITH STRONG FINANCIAL CONTENT. THE TRAINING HELPS COACHES CREATE A SOLID UNDERSTANDING OF HOW THEY CAN USE COACHING SKILLS AND TOOLS TO WORK WITH CLIENTS TO CO-CREATE POSITIVE CHANGE. CONTRACTED THROUGH CNM INGENUITY, INC, OUR TRAINING CREATES A PATHWAY FOR COACHES TO BECOME CERTIFIED BY CNM, ICF OR/AND BCC.

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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 (2024)

Revenue Breakdown

Contributions & Grants $5,817,901
Program Service Revenue $3,996
Investment Income $161,226
Other Revenue $-120,764
TOTAL REVENUE $5,862,359

Expense Breakdown

Grants Paid $0
Salaries & Benefits $4,334,425
Fundraising Expenses $387,784
Program Expenses $4,607,556
Other Expenses $1,306,225
TOTAL EXPENSES $5,640,650

Year-over-Year Comparison

2024 2023 Change
Revenue $5,862,359 $5,430,079 +0.1%
Expenses $5,640,650 $5,593,893 +0.0%
Net Income $221,709 $-163,814 -2.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
20
Independent Members
20
Employees
69
Volunteers
88

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
7
$863,026
Total Directors
20
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KAREN PERRY ASHMORE PRESIDENT 1.00
Officer Director
$0 $0 $0
TYLER JONES TREASURER 1.00
Officer Director
$0 $0 $0
CYNTHIA NWAUBANI SECRETARY 1.00
Officer Director
$0 $0 $0
ANDREA ALBRIGHT DIRECTOR 1.00
Director
$0 $0 $0
LEONA ALLEN FORD DIRECTOR 1.00
Director
$0 $0 $0
TIFFANY BRUNSON DIRECTOR 1.00
Director
$0 $0 $0
EMILY CASSO FORD DIRECTOR 1.00
Director
$0 $0 $0
MELISSA COOKSEY DIRECTOR 1.00
Director
$0 $0 $0
YVETTE GARCIA DIRECTOR 1.00
Director
$0 $0 $0
IRMA GONZALEZ DIRECTOR 1.00
Director
$0 $0 $0
MARY GOODRICH NIX DIRECTOR 1.00
Director
$0 $0 $0
MALIA HODGES DIRECTOR 1.00
Director
$0 $0 $0
MAURA JACKSON DIRECTOR 1.00
Director
$0 $0 $0
HEATHER LISLE DIRECTOR 1.00
Director
$0 $0 $0
CARMEN MEDRANO CARY DIRECTOR 1.00
Director
$0 $0 $0
JERVONNE NEWSOME DIRECTOR 1.00
Director
$0 $0 $0
JESSICA SHEPHERD DIRECTOR 1.00
Director
$0 $0 $0
MELISSA SHERRILL MARTIN DIRECTOR 1.00
Director
$0 $0 $0
LINDSAY SMELSER DIRECTOR 1.00
Director
$0 $0 $0
HOLLY TUCKER DIRECTOR 1.00
Director
$0 $0 $0
KATE ROSE MARQUEZ CEO 40.00
Officer
$297,929 $33,685 $331,614
SUSAN SMITHSON CHIEF STRATEGY OFFICER 40.00
Officer
$202,581 $31,658 $234,239
LAURA LAROCHELLE CHIEF DEVELOPMENT OFFICER 40.00
Officer
$133,966 $20,562 $154,528
ELLEN PARR CHIEF FINANCIAL OFFICER (THRU 12/24) 40.00
Officer
$132,261 $10,384 $142,645
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
2025 $5,862,359 $5,640,650 $3,235,893 $221,709
2024 $5,430,079 $5,593,893 $2,947,013 $-163,814
2023 $5,133,498 $4,645,877 $3,271,302 $487,621
2022 $4,127,813 $5,158,053 $1,533,569 $-1,030,240
2021 $3,587,840 $3,253,952 $3,306,635 $333,888
2020 $4,261,869 $3,716,967 $3,195,627 $544,902
2019 $3,817,008 $4,152,739 $3,091,945 $-335,731
2018 $3,682,560 $4,187,624 $3,658,017 $-505,064
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