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Ascend Nonprofit Solutions

Public charity · Grantmaker Charlotte, NC EIN: 56-2215129 Website

Ascend Nonprofit Solutions is a Type I Supporting Organization under IRS Code Section 509(a)(3), established to strengthen the nonprofit sector by providing essential infrastructure and operational support. Our mission is to lift nonprofits to greater heights by enabling them to focus more fully on their core missions.

Key facts about Ascend Nonprofit Solutions

In short: Ascend Nonprofit Solutions gave $104K across 4 grants in 2025 (avg $26K), mostly in North Carolina. Source: 2025 IRS Form 990.

EIN
56-2215129
Latest 990 filing
Form 990, 2025
Annual giving (2025)
$104,000
Grants made (2025)
4
Average grant
$26,000
Median grant
$26,000
Total assets
$15,424,327
Primary geography
North Carolina (100% of itemized 2025 grant dollars)

Data from IRS Form 990, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990 · View filing

Total Assets

$15.4M

-0.2% YoY

Annual Giving

$104K

+24.6% YoY

Grant Count

4

+33.3% YoY

Avg Grant Size

$26K

-6.6% YoY

How Ascend Nonprofit Solutions gives

  • Giving fell 56% from 2022 to 2025. Method

From the foundation's IRS Form 990 filings. Methodology.

About Ascend Nonprofit Solutions

Based on IRS filings

Ascend Nonprofit Solutions is a public charity focused on Human Services, based in Charlotte, NC. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $15.4M in total assets. In 2025, it awarded 4 grants totaling $104K. Net investment income was $109K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2025 grant dollars across all 4 itemized grants.

Cities

CharlotteAshevilleDallasFt LauderdaleHuntersville

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K2 grants2021 4 grants2022 4 grants2023 3 grants2024 4 grants2025

From 2021 to 2025, annual grant giving ranged from $24K (2021) to $238K (2022). In 2025 it made 4 grants totaling $104K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

BeLoved Asheville: $26KBeLoved Asheville$26KCouncil For Childrens Rights: $26KCouncil For Childrens Rights$26KCrossRoads Corp: $26KCrossRoads Corp$26KWayfinders: $26KWayfinders$26K

The largest 2025 recipient was BeLoved Asheville ($26K). Together the top 4 received $104K.

Grant Size Distribution

17 grants across all recorded years

16<$50K$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 16 grants of 17 (94%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
BeLoved Asheville Asheville, NCFor one of our fiscal sponsorships-$26,000
Council For Childrens Rights Charlotte, NCFor one of our fiscal sponsorships-$26,000
CrossRoads Corp Charlotte, NCFor one of our fiscal sponsorships-$26,000
Wayfinders Charlotte, NCFor one of our fiscal sponsorships-$26,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$2M$4M$6M$8M2021 2022 2023 2024 2025
Metric202520242023
Total Assets$15,424,327$15,454,486$15,063,330
Revenue$6,618,929$6,616,809$5,519,878
Expenses$6,404,717$6,171,971$5,209,238
Net Investment Income$108,510$79,841$38,791

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2021 (received by the IRS November 15, 2021)
  2. Updated Form 990 for fiscal year 2022 (received by the IRS December 2, 2022)
  3. Updated Form 990 for fiscal year 2023 (received by the IRS November 13, 2023)
  4. Updated Form 990 for fiscal year 2024 (received by the IRS November 13, 2024)
  5. Updated Form 990 for fiscal year 2025 (received by the IRS November 21, 2025)
  6. IRS filings on file for fiscal years 2021–2025

Leadership & Key People

Officers and directors from IRS filings

Ascend Nonprofit Solutions is led by James Taylor, President & CEO on every filing since 2024; 7 of 24 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • James Taylor

    President & CEO

    On filings since 2024

    45 hrs/week

    $152K (2024) → $192K (2025)

  • Sharon Davis

    Chair Officer

    Chief Hr Officer → Cho, 2023

    Cho → Chair Officer, 2024

    On filings since 2022

    45 hrs/week

    $100K (2022) → $120K (2025)

  • Robert Kelly

    Chairman

    Board Member → Vice Chair, 2022

    Vice Chair → Chairman, 2024

    On filings since 2021

    2 hrs/week

    No compensation reported

  • Clark Maciag

    CIO

    Chief Information Officer → CIO, 2023

    On filings since 2021

    45 hrs/week

    $105K (2021) → $137K (2025)

  • Jim Bales

    CFO

    On filings since 2023

    45 hrs/week

    $142K (2023) → $152K (2025)

  • Kelly Musante

    Chief Engagemen

    Engagement Officer → Chief Engagemen, 2024

    On filings since 2023

    45 hrs/week

    $84K (2023) → $117K (2025)

  • Elizabeth Holmgren

    Vice President of Finance

    New on the 2025 filing

    45 hrs/week

    $116K (2025)

  • Samuel Stroup

    Vice President of Finance

    New on the 2025 filing

    45 hrs/week

    $114K (2025)

  • Diamond Staton-Williams

    Board Member

    On filings since 2022

    2 hrs/week

    No compensation reported

  • Donald Tate

    Board Member

    On filings since 2022

    2 hrs/week

    No compensation reported

  • Emily Caldwell

    Board Member

    On filings since 2023

    2 hrs/week

    No compensation reported

  • Jennifer Holland Thompson

    Vice Chair

    Board Member → Vice Chair, 2024

    On filings since 2023

    2 hrs/week

    No compensation reported

  • Lauren Spegal

    Board Member

    On filings since 2023

    2 hrs/week

    No compensation reported

  • Stephen Watson

    Secretary & Treasurer

    Treasurer → Secretary & Treasurer, 2025

    On filings since 2023

    2 hrs/week

    No compensation reported

  • Cookie Williams

    Board Member

    On filings since 2024

    2 hrs/week

    No compensation reported

  • ELIZABETH McKEE

    Board Member

    On filings since 2024

    2 hrs/week

    No compensation reported

  • Julie Jones

    Board Member

    On filings since 2024

    2 hrs/week

    No compensation reported

  • Lilliam Nunez-Rodriguez

    Board Member

    On filings since 2024

    2 hrs/week

    No compensation reported

  • Linda Weisbruch

    Board Member

    On filings since 2024

    2 hrs/week

    No compensation reported

  • Hunter Fleshood

    Board Member

    New on the 2025 filing

    2 hrs/week

    No compensation reported

  • Julia Hejazi

    Board Member

    New on the 2025 filing

    2 hrs/week

    No compensation reported

  • Matt Donato

    Board Member

    New on the 2025 filing

    2 hrs/week

    No compensation reported

  • Michele Juliana

    Board Member

    New on the 2025 filing

    2 hrs/week

    No compensation reported

  • Venton Bell Jr.

    Board Member

    New on the 2025 filing

    2 hrs/week

    No compensation reported

Former officers (31)
  • Former: Amy Johnson (2021–2024) — Board Member
  • Former: Emily Cantrell (2021–2024) — Past Chair
  • Former: Kelsey Mayo (2021–2024) — Secretary
  • Former: Kaumil Shah (2022–2024) — Board Member
  • Former: Pamela Wideman (2023–2024) — Board Member
  • Former: Dean Cikins (2024) — Board Member
  • Former: Jackie Lee (2024) — Board Member
  • Former: Matt Hawkins (2024) — Board Member
  • Former: Barry Metzger (2021–2023) — Board Member
  • Former: Bernadette Williams Looper (2021–2023) — Board Member
  • Former: Bill Currens (2021–2023) — Board Member
  • Former: Charles Hunt (2021–2023) — Board Member
  • Former: Dee Bumgardner (2021–2023) — Board Member
  • Former: Joanette Freeman (2021–2023) — Board Member
  • Former: Shelley White (2021–2023) — President & CEO
  • Former: Steven Hintz (2021–2023) — Board Member
  • Former: Wendi Fleender (2021–2023) — Board Member
  • Former: Martha Borgese (2023) — Board Member
  • Former: Rich McKinght (2023) — Immediate Past
  • Former: James Bales (2021–2022) — CFO
  • Former: Jim Talley (2021–2022) — Board Member
  • Former: Rich McKnight (2021–2022) — Immediate Past Chair
  • Former: Rodrick Banks (2021–2022) — Board Member
  • Former: Scott Vaughn (2021–2022) — Board Member
  • Former: Sharon Whittle (2021–2022) — Board Member
  • Former: Tama Morris (2021–2022) — Board Member
  • Former: Tom Coyne (2021–2022) — Board Member
  • Former: Callie Carlton (2021) — Board Member
  • Former: Kenn Shrader (2021) — Board Member
  • Former: Niles K. Brown II (2021) — Board Member
  • Former: Sophia Matthews (2021) — Board Member

Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

James Taylor — President & CEO: $192KJames TaylorPresident & CEO$192KJim Bales — CFO: $152KJim BalesCFO$152KClark Maciag — CIO: $137KClark MaciagCIO$137KSharon Davis — CHR Officer: $120KSharon DavisCHR Officer$120KKelly Musante — Chief Engagemen: $117KKelly MusanteChief Engagemen$117KElizabeth Holmgren — VP of Finance: $116KElizabeth HolmgrenVP of Finance$116KSamuel Stroup — VP of Finance: $114KSamuel StroupVP of Finance$114K

The highest reported compensation on the 2025 filing was $192K, to James Taylor (President & CEO). 7 officers or directors reported compensation on that filing.

Frequently asked questions about Ascend Nonprofit Solutions

How much does Ascend Nonprofit Solutions give each year?

Ascend Nonprofit Solutions gave $104K across 4 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $84K across 3 grants.

What is Ascend Nonprofit Solutions's typical grant size?

Ascend Nonprofit Solutions's median grant in 2025 was $26,000, and its average grant was $26,000, across 4 grants on its 2025 IRS Form 990.

Where does Ascend Nonprofit Solutions give grants?

Ascend Nonprofit Solutions gives mostly in North Carolina: 100% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The most frequent recipient cities were Charlotte, NC (3 grants).

Does Ascend Nonprofit Solutions give general operating support?

Not in 2025: none of the 4 grants with a stated purpose on Ascend Nonprofit Solutions's 2025 IRS Form 990 were described as general or operating support. Recurring purposes include "For one of our fiscal sponsorships-" (4 grants).

How large is Ascend Nonprofit Solutions?

Ascend Nonprofit Solutions reported $15.4M in total assets on its 2025 IRS Form 990. Its revenue that year was $6.6M.

What is Ascend Nonprofit Solutions?

Ascend Nonprofit Solutions is a public charity focused on Human Services, based in Charlotte, NC. It holds $15.4M in total assets as of 2025.

What is Ascend Nonprofit Solutions's EIN?

Ascend Nonprofit Solutions's EIN (Employer Identification Number) is 56-2215129. IRS Form 990 filing data is available on this page for 2021–2025.

Data last updated September 2026. Sourced from IRS Form 990 filings.

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