AUMdb

Ascend Dallas

EIN 750800699 · 501(c)(3) · Public charity · Dallas, TX · recognized 1942

Assets
$3.2M
Revenue
$5.9M
Expenses
$5.6M
Investment income
$161K

Form 990 fiscal year ended 06/30/2025

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Kate Rose Marquez Ceo $297,929 $33,685
Susan Smithson Chief strategy officer $202,581 $31,658
Laura Larochelle Chief development officer $133,966 $20,562
Ellen Parr Chief financial officer (thru 12/24) $132,261 $10,384
Holly Tucker Director $0 $0
Lindsay Smelser Director $0 $0
Melissa Sherrill Martin Director $0 $0
Jessica Shepherd Director $0 $0
Jervonne Newsome Director $0 $0
Carmen Medrano Cary Director $0 $0
Heather Lisle Director $0 $0
Maura Jackson Director $0 $0
Malia Hodges Director $0 $0
Mary Goodrich Nix Director $0 $0
Irma Gonzalez Director $0 $0
Yvette Garcia Director $0 $0
Melissa Cooksey Director $0 $0
Emily Casso Ford Director $0 $0
Tiffany Brunson Director $0 $0
Leona Allen Ford Director $0 $0
Andrea Albright Director $0 $0
Cynthia Nwaubani Secretary $0 $0
Tyler Jones Treasurer $0 $0
Karen Perry Ashmore President $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
06/30/2025 $3.2M $5.9M $5.6M 990 990 · obj 202543499349301024 IRS ↗
06/30/2024 $2.9M $5.4M $5.6M 990 990 · obj 202530289349302008 IRS ↗