2024-03-27T15:52:12-05:00 2023-06-30 941254756 HOOD & STRONG LLP 60 SO MARKET ST STE 200 SAN JOSE CA 95113 990 2022-07-01 943362724 KIPP FOUNDATION KIPP 4153991556 135 MAIN STREET 1875 SAN FRANCISCO CA 94105 LEANNE HERNANDEZ CFO 4153991556 2024-03-12 1 LEANNE HERNANDEZ 999009999 0 MAGA E KISRIEV P01008919 4089988400 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KINNARI PATEL-SMYTH 135 MAIN STREET 1875 SAN FRANCISCO CA 94105 91497070 0 X WWW.KIPP.ORG X 2000 CA TO CREATE PUBLIC SCHOOLS THAT EQUIP EDUCATIONALLY UNDERSERVED STUDENTS WITH SKILLS TO SUCCEED. 16 14 287 14 0 0 122944583 68065791 7158680 7732803 596684 2547571 16 352 130699963 78346517 46695405 41408205 0 0 31826632 41082945 0 0 3117896 17380091 22139616 95902128 104630766 34797835 -26284249 136274072 116066149 20065252 25895291 116208820 90170858 X TOGETHER WITH FAMILIES AND COMMUNITIES, WE CREATE JOYFUL, ACADEMICALLY EXCELLENT SCHOOLS THAT PREPARE STUDENTS WITH THE SKILLS AND CONFIDENCE TO PURSUE THE PATHS THEY CHOOSE - COLLEGE, CAREER, AND BEYOND - SO THEY CAN LEAD FULFILLING LIVES AND BUILD A MORE JUST WORLD. 0 0 43282772 30578887 5854478 NETWORK GROWTH & SUSTAINABILITY: THE KIPP FOUNDATION SUPPORTS STRONGER, MORE CAPABLE KIPP REGIONS THAT ARE DELIVERING ON ALL ASPECTS OF KIPP'S MISSION. THE KIPP FOUNDATION PARTNERS WITH REGIONAL EXECUTIVE DIRECTORS AND SENIOR LEADERS TO UNDERSTAND THEIR UNIQUE CONTEXT TO SUPPORT THEM ON GROWTH, REGIONAL SCALE, AND PRIORITY PLANNING. THE KIPP FOUNDATION OFFERS KIPP REGIONS: - COACHING FOR EXECUTIVE DIRECTORS; - FINANCIAL AND OPERATIONAL SUPPORT; - INTEGRATION AND SCALE SUPPORT; - STRATEGIC LEADERSHIP AROUND NEW SITE DEVELOPMENT; - LEGAL AND TECHNOLOGY SUPPORT. 15277736 2982602 268150 ACADEMICS & CULTURE: TO ENSURE ALL KIPPSTERS EXPERIENCE A JOYFUL, ACADEMICALLY EXCELLENT, ANTI-RACIST EDUCATION, THE KIPP FOUNDATION PARTNERS WITH KIPP SCHOOLS AND REGIONS TO BUILD SYSTEMS THAT PROMOTE ACADEMIC EQUITY, ESTABLISH A HEALTHY AND EQUITABLE SCHOOL CULTURE, AND ENSURE TEACHERS ARE EFFECTIVELY SUPPORTED IN EXPANDING THEIR CONTENT KNOWLEDGE AND CULTURALLY RESPONSIVE PEDAGOGY. THE KIPP FOUNDATION ALSO PROVIDES KIPP SCHOOLS AND REGIONS WITH CURRICULUM, ASSESSMENT, AND OTHER INSTRUCTIONAL RESOURCES; AS WELL AS TRAINING AND IMPLEMENTATION SUPPORT TO MAXIMIZE INSTRUCTIONAL EFFECTIVENESS AND STUDENT OUTCOMES. 10874873 1262252 0 POLICY & PUBLIC AFFAIRS: THE KIPP FOUNDATION HAS ADOPTED A POLICY AND PUBLIC AFFAIRS STRATEGY TO:- PROACTIVELY SHIFT THE NARRATIVE ABOUT KIPP AND CHARTERS TO PROTECT AND GROW THE KIPP BRAND, ENGAGE MORE STAKEHOLDERS AND PAVE THE WAY FOR GROWTH; - BUILD AUTHENTIC RELATIONSHIPS ROOTED IN A SHARED AGENDA TO ADVOCATE NATIONALLY AND LOCALLY ON KEY POLICY PRIORITIES THAT SUPPORT STUDENTS AND ALUMNI ON THE PATH TO LEADING CHOICE-FILLED LIVES; - CONNECT ADULT ALUMNI TO EACH OTHER AND TO KIPP;- BUILD THE CAPACITY OF KIPP SCHOOLS & REGIONS TO LEVERAGE KIPP'S NATIONAL SCALE AND COMMUNICATE AND ADVOCATE PROACTIVELY IN A COORDINATED MANNER. 24233101 6584464 1610527 KIPP FORWARD:THE KIPP FOUNDATION SUPPORTS KIPP SCHOOLS AND REGIONS IN STRENGTHENING THEIR COLLEGE COUNSELING AND ALUMNI ADVISING TO ENSURE THAT KIPP ALUMNI ARE PREPARED FOR THE EDUCATIONAL AND CAREER PATH THAT FITS THEIR GOALS AND SENSE OF PURPOSE. THE KIPP FOUNDATION HAS CREATED A SET OF NATIONAL INITIATIVES AND PROGRAMS DESIGNED TO SUPPORT AND PROVIDE RESOURCES TO LOCAL KIPP FORWARD PROGRAMS ACROSS THE COUNTRY. THESE PROGRAMS INCLUDE: - COLLEGE PARTNERSHIPS; - SUPPORT FOR KIPP ALUMNI ON COLLEGE CAMPUSES; - CAREER EXPOSURE AND EXPLORATION; - AND PROFESSIONAL DEVELOPMENT FOR SCHOOL LEADERS THROUGH TRAINING, AND SHARED TOOLS AND RESOURCES.NETWORK TALENT & LEADERSHIP DEVELOPMENT: THE KIPP FOUNDATION PARTNERS WITH KIPP REGIONS TO BUILD AND SUSTAIN HEALTHY TALENT ECOSYSTEMS TO ENSURE STRONG, EQUITABLE, INCLUSIVE TALENT PLANNING, RECRUITMENT, SELECTION AND DEVELOPMENT OF TEACHERS AND LEADERS. THE KIPP FOUNDATION ALSO SUPPORTS THE DEVELOPMENT OF KIPP PRINCIPALS AND DISTRICT LEADERS THROUGH A SYSTEMIC STRATEGY TO ENSURE HEALTHY PRINCIPAL PIPELINES.RESEARCH, DESIGN & INNOVATION: THE KIPP FOUNDATION SUPPORTS CONTINUOUS LEARNING AND IMPROVEMENT AMONG KIPP SCHOOLS & REGIONS BY:- CREATING ON-GOING VISIBILITY INTO KIPP'S NETWORK-WIDE PERFORMANCE AND GENERATING ACTIONABLE INSIGHTS; - ENSURING HIGH QUALITY DATA AND RESEARCH TO SUPPORT NETWORK LEADERS IN MAKING DATA-DRIVEN DECISIONS; AND - PROMOTING INNOVATION AND FACILITATING THE EXCHANGE OF IDEAS THROUGH NETWORK-WIDE RETREATS AND PROFESSIONAL DEVELOPMENT EVENTS. 24233101 6584464 1610527 93668482 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1027 0 1 287 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 14 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 AL AK AR CA CO CT DC FL GA HI ID IL KS KY LA ME MD MA MI MN MS MO NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X X ZOLA RODGERS 4155134106 135 MAIN STREET SUITE 1875 SAN FRANCISCO CA 94105 JOHN FISHER BOARD MEMBER 1.00 X 0 0 0 KATHERINE BRADLEY CHAIRMAN OF THE BOARD 1.00 X X 0 0 0 REED HASTINGS BOARD MEMBER 1.00 X 0 0 0 EMMA BLOOMBERG BOARD MEMBER 1.00 X 0 0 0 MARTHA KARSH BOARD MEMBER 1.00 X 0 0 0 MICHAEL LOMAX BOARD MEMBER 1.00 X 0 0 0 MARK NUNNELLY BOARD MEMBER 1.00 X 0 0 0 CARRIE WALTON PENNER BOARD MEMBER 1.00 X 0 0 0 ABIGAIL WEXNER BOARD MEMBER 1.00 X 0 0 0 MARIA ANGUIANO BOARD MEMBER 1.00 X 0 0 0 A'DORIAN MURRAY-THOMAS BOARD MEMBER 1.00 X 0 0 0 JESSICA CUNNINGHAM AKOTO BOARD MEMBER 1.00 X 0 0 0 MARSHA REEVES BOARD MEMBER 1.00 X 0 0 0 SHAVAR JEFFRIES BOARD MEMBER 1.00 X 0 0 0 CHARLES PHILLIPS BOARD MEMBER (THRU 5/31/23) 1.00 X 0 0 0 RICHARD BARTH CEO (THRU 7/1/22) 40.00 X X 333414 0 17025 DAVE LEVIN CO-FOUNDER 40.00 X 449403 0 45918 KINNARI PATEL-SMYTH PRESIDENT 40.00 X 438061 0 26538 CAROLYN HACK ACTING CHIEF FINANCIAL OFFICER 40.00 X 273395 0 51532 NEYHA RAJAN SECRETARY (THRU 1/31/23) 40.00 X 240706 0 17291 GARFIELD BYRD CFO/BOARD TREAS (THRU 12/2/22) 40.00 X 212618 0 29596 FEDERICO GONZALEZ CH ACAD/TALENT SYS OFF(THRU 11/1/22) 40.00 X 381455 0 18355 SHELLEY GOODE CHIEF DEVEL OFFICER (THRU 1/1/23) 40.00 X 348355 0 37820 BETH THOMPSON EXECUTIVE COACH 40.00 X 289411 0 26131 JONATHAN COWAN CH RESEARCH, DESIGN & INNO OFFICER 40.00 X 281523 0 50077 JOHN ALFORD CHIEF NETWOK GROWTH OFFICER 40.00 X 269511 0 51532 3517852 0 371815 138 0 1 0 TOGETHER EDUCATION INC 25 BROADWAY 3RD FLOOR NEW YORK NY 10004 CURRICULUM RESEARCH & DEVELOPMENT 1935000 ROBERT HALF PO BOX 743295 LOS ANGELES CA 90074 TEMPORARY & PLACEMENT STAFFING 626589 INCOMM INCENTIVES 100 SOUTH FIFTH ST STE 1100 MINNEAPOLIS MN 55402 MICROGRANT DISBURSEMENTS & FEES 604945 CAPITAL HILTON 1001 16TH STREET NW WASHINGTON DC 20036 CONFERENCE SERVICES 517720 KAH CONSULTING LLC 5731 45TH AVENUE HYATTSVILLE MD 20781 CONSULTING SERVICES 480377 42 19803743 48262048 9893 68065791 LICENSE FEES 900099 5768670 5768670 LEADERSHIP INCOME 900099 1964133 1964133 7732803 3287571 3287571 12410553 13150553 -740000 -740000 -740000 MISCELLANEOUS REVENUE 900099 352 352 352 78346517 7733155 0 2547571 38876332 38876332 2531873 2531873 4706229 2835231 872315 998683 28731498 24339049 3246851 1145598 926082 784529 111221 30332 4434934 3747912 547272 139750 2284202 1861391 293974 128837 201289 201289 250553 250553 571122 571122 8779405 8036605 395271 347529 945926 924596 9029 12301 1924376 1275398 632153 16825 644738 422243 206714 15781 954937 759193 158661 37083 3366671 3202328 148528 15815 538859 433200 84527 21132 166336 133721 26092 6523 TRAINING & EVENT PRODUC 2809860 2777473 17197 15190 EMPLOYEE RECRUITING COS 681805 252230 245865 183710 DATA ACQUISITION 271925 271925 OTHER EXPENSES 31814 1964 27043 2807 104630766 93668482 7844388 3117896 36156612 46235103 27391338 16289168 6463439 6527286 8016667 7133334 1478533 637423 7885958 6550400 1598049 1335558 54250578 33965088 918856 3943189 136274072 116066149 12231269 14238275 7833983 11657016 20065252 25895291 X 48524869 43371946 67683951 46798912 116208820 90170858 136274072 116066149 -26284249 246287 0 X 0 1 X 1 1 1 X 56666723 90984402 81513835 122944583 68065791 420175334 56666723 90984402 81513835 122944583 68065791 420175334 154825844 265349490 746682 547153 358277 1507624 3287571 6447307 62730 3960 1861 68551 426691192 35533501 0.62190 0.62940 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2018 AMOUNT: $ 62,730. 2019 AMOUNT: $ 3,960. 2020 AMOUNT: $ 1,861. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 20735 1 10184 0 1 74294 1 45798 0 151011 0 PART II-B, LINE 1: THE FOUNDATION HAS A SENIOR DIRECTOR, DIRECTOR, AND ASSOCIATE OF GOVERNMENT AFFAIRS AND POLICY WHO LOBBIES TO MODERNIZE THE CHARTER SCHOOLS PROGRAM ON THE NATIONAL LEVEL. EXPENSES IN LINES 1D, 1E, 1G, AND 1H INCLUDE A PORTION OF THE SALARY OF THIS INDIVIDUAL. 1384455 604480 779975 643870 643870 0 5857633 5302050 555583 1335558 GUARANTEES 100000 GOVERNMENT ADVANCE 7962824 LEASE OBLIGATION 3594192 11657016 X 82488603 246287 4466921 4713208 77775395 571122 571122 78346517 108526565 4466921 4466921 104059644 571122 571122 104630766 PART X, LINE 2: THE FOUNDATION HAS RECEIVED DETERMINATION FROM THE INTERNAL REVENUE SERVICE UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND FROM THE STATE OF CALIFORNIA FRANCHISE TAX BOARD GRANTING EXEMPTION FROM TAXATION ON RELATED INCOME. THE FOUNDATION MAY BE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME, IF ANY, GENERATED BY ITS INVESTMENTS. MANAGEMENT HAS EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAS MAINTAINED ITS TAX-EXEMPT STATUS AND HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THESE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THESE FINANCIAL STATEMENTS. 1 KIPP BALTIMORE 321 NORTHERN BLVD ALBANY NY 12210 201347748 501(C)(3) 77407 0 SCHOOL START-UP, COVID-19 ASSISTANCE KIPP CAPITAL REGION PUBLIC SCHOOLS (FKA ALBANY) 2000 EDGEWOOD ST BALTIMORE MD 21216 522342513 501(C)(3) 2350435 0 COVID-19 ASSISTANCE, POSTSECONDARY, K-12 ACADEMICS-EARLY LITERACY KIPP CHICAGO 2007 SOUTH HALSTED ST CHICAGO IL 60608 300075271 501(C)(3) 717000 0 COVID-19 ASSISTANCE, SCHOOL START-UP, MARKETING KIPP COLORADO SCHOOLS 1390 LAWRENCE ST DENVER CO 80204 800037534 501(C)(3) 131402 0 COVID-19 ASSISTANCE, GPA ACADEMIC HEALTH, POSTSECONDARY MATCH, MARKETING, K-12 ACADEMICS-EARLY LEARNING KIPP COLUMBUS 2900 INSPIRE DRIVE COLUMBUS OH 43224 208627107 501(C)(3) 341945 0 COVID-19 ASSISTANCE, GPA ACADEMIC HEALTH, K-12 ACADEMICS-COMPUTER SCIENCE, MARKETING KIPP COOPER NORCROSS ACADEMY 60 PARK PLACE STE 802 NEWARK NJ 07102 455040456 501(C)(3) 300000 0 MENTAL HEALTH ASSISTANCE; POSTSECONDARY MATCH; FOUNDING SCHOOL LEADER DEVELOPMENT KIPP DC PUBLIC SCHOOLS 2600 VIRGINIA AVE NW STE 900 WASHINGTON DC 20037 742974642 501(C)(3) 1660700 0 COVID-19 ASSISTANCE, GPA ACADEMIC HEALTH, CAREER INTEGRATION, K-12 ACADEMICS-COMPUTER SCIENCE, MARKETING, SCHOOL START-UP KIPP DELTA PUBLIC SCHOOLS 514 MISSOURI HELENA AZ 72342 311807400 501(C)(3) 43726 0 COVID-19 ASSISTANCE, MARKETING KIPP INDIANAPOLIS 1740 EAST 30TH STREET INDIANAPOLIS IN 46218 300145826 501(C)(3) 270821 0 SCHOOL START-UP, PRINCIPAL PIPELINE & DEVELOPMENT, COVID-19 ASSISTANCE, MARKETING, GPA ACADEMIC HEALTH, DATA INFRASTRUCTURE KIPP JACKSONVILLE SCHOOLS 1440 MCDUFF AVENUE NORTH JACKSONVILLE FL 32254 264046741 501(C)(3) 2095271 0 SCHOOL START-UP, COVID-19 ASSISTANCE, MARKETING, SCHOOL START-UP, PRINCIPAL PIPELINE & DEVELOPMENT KIPP KANSAS CITY 2700 E 18TH ST KANSAS CITY MO 64127 208552002 501(C)(3) 593862 0 COVID-19 ASSISTANCE, MARKETING, PRINCIPAL PIPELINE & DEVELOPMENT, SCHOOL START-UP KIPP MASSACHUSETTS 90 HIGH ROCK STREET LYNN MA 01902 743153091 501(C)(3) 222495 0 COVID-19 ASSISTANCE, MARKETING KIPP MEMPHIS PUBLIC SCHOOLS 2670 UNION AVENUE EXTENDED 1100 MEMPHIS TN 38112 680502820 501(C)(3) 474510 0 COVID-19 ASSISTANCE, MARKETING, GPA ACADEMIC HEALTH, COLLEGE PERSISTENCE KIPP METRO ATLANTA 504 FAIR ST SW ATLANTA GA 30313 113723114 501(C)(3) 545863 0 COVID-19 ASSISTANCE, SCHOOL START-UP, K-12 ACADEMICS-EARLY LITERACY, MARKETING, PRINCIPAL PIPELINE & DEVELOPMENT KIPP MIAMI INC 6745 NW 23RD AVENUE MIAMI FL 33147 814473475 501(C)(3) 462634 0 SCHOOL START-UP, COVID-19 ASSISTANCE, MARKETING KIPP MINNESOTA 5034 N OLIVER AVENUE MINNEAPOLIS MN 55430 208877750 501(C)(3) 36132 0 SCHOOL START-UP, MARKETING, COVID-19 ASSISTANCE KIPP NASHVILLE 123 DOUGLAS AVENUE NASHVILLE TN 37207 202799123 501(C)(3) 3191970 0 SCHOOL START-UP, COVID-19 ASSISTANCE, COLLEGE MATCH, GPA ACADEMIC HEALTH, K-12 ACADEMICS-COMPUTER SCIENCE, DATA INFRASTRUCTURE, K-12 ACADEMICS- EARLY LITERACY KIPP NEW ORLEANS SCHOOLS 1307 ORETHA CASTLE HALEY BLVD STE 302 NEW ORLEANS LA 70113 202277213 501(C)(3) 1044743 0 SCHOOL START-UP, COVID-19 ASSISTANCE, COLLEGE MATCH, GPA ACADEMIC HEALTH, K-12 ACADEMICS-COMPUTER SCIENCE, K-12 ACADEMICS- EARLY LITERACY, MARKETING, PRINCIPAL PIPELINE & DEVELOPMENT KIPP NORTH CAROLINA PUBLIC SCHOOLS INC 1107 HOLLOWAY STREET DURHAM NC 27701 861211081 501(C)(3) 603433 0 COVID-19 ASSISTANCE, CAREER INTEGRATION, K-12 ACADEMICS-COMPUTER SCIENCE, MARKETING, SCHOOL START-UP KIPP NORTHERN CALIFORNIA PUBLIC SCHOOLS 1000 BROADWAY 460 OAKLAND CA 94607 205010766 501(C)(3) 1759229 0 SCHOOL START-UP, PRINCIPAL PIPELINE & DEVELOPMENT, COVID-19 ASSISTANCE, MARKETING, K-12 ACADEMICS-COMPUTER SCIENCE, K-12 ACADEMICS-EARLY LITERACY KIPP NYC PUBLIC SCHOOLS 470 7TH AVENUE 10TH FLOOR NEW YORK NY 10018 203971209 501(C)(3) 6807527 0 SCHOOL START-UP, COVID-19 ASSISTANCE, COLLEGE PERSISTENCE, POSTSECONDARY MATCH, CAREER INTEGRATION, POSTSECONDARY COUNSELING COLLABORATIVE, MARKETING KIPP OKLAHOMA CITY 8400 N ROBINSON AVE OKLAHOMA CITY OK 73114 300005794 501(C)(3) 532912 0 SCHOOL START-UP, PRINCIPAL PIPELINE & DEVELOPMENT, COVID-19 ASSISTANCE, MARKETING KIPP PHILADELPHIA (KIPP ADMINISTRATIVE SERVICES) 5070 PARKSIDE AVE STE 3500D MAILBOX 41 PHILADELPHIA PA 19131 050546103 501(C)(3) 1247838 0 SCHOOL START-UP, ,PRINCIPAL PIPELINE & DEVELOPMENT, COVID-19 ASSISTANCE, COLLEGE PERSISTENCE, GPA ACADEMIC HEALTH, MARKETING, K-12 ACADEMICS-EARLY LITERACY, DATA INFRASTRUCTURE KIPP SOUTHERN CALIFORNIA PUBLIC SCHOOLS 3601 E FIRST STREET LOS ANGELES CA 90063 261607268 501(C)(3) 4732757 0 COVID-19 ASSISTANCE, SCHOOL START-UP, MARKETING, PRINCIPAL PIPELINE & DEVELOPMENT, KIPP ST LOUIS PUBLIC SCHOOLS 1310 PAPIN ST STE 203 ST LOUIS MO 63103 010916759 501(C)(3) 244337 0 COVID-19 ASSISTANCE, MARKETING, SCHOOL START-UP KIPP TEXAS PUBLIC SCHOOLS 10711 KIPP WAY HOUSTON TX 77099 133875888 501(C)(3) 4579171 0 SCHOOL START-UP, COVID-19 ASSISTANCE, REGIONAL INTEGRATION SUPPORT, POSTSECONDARY MATCH, CAREER INTEGRATION, K-12 ACADEMICS-COMPUTER SCIENCE, MARKETING KIPP TULSA PUBLIC CHARTER SCHOOLS 1661 EAST VIRGIN STREET TULSA OK 74106 113740269 501(C)(3) 304863 0 SCHOOL START-UP, COVID-19 ASSISTANCE, GPA ACADEMIC HEALTH, MARKETING, K-12 ACADEMICS-COMPUTER SCIENCE KIPP WHOLE CHILD CENTER DBA KIPP MICHIGAN 2222 W GRAND RIVER AVE STE A OKEMOS MI 48864 873583179 501(C)(3) 1117252 0 SCHOOL START-UP, EARLY LITERACY MATHEMATICA POLICY RESEARCH INC 1100 FIRST STREET NE 12TH FLOOR WASHINGTON DC 20002 222112296 100788 0 PRINCIPAL PIPELINE & DEVELOPMENT-EVALUATION STUDY TEAM ACADEMY CHARTER SCHOOLS - KIPP NEW JERSEY 60 PARK PLACE STE 802 NEWARK NJ 07102 010660264 501(C)(3) 2269306 0 SCHOOL START-UP, COVID-19 ASSISTANCE, COLLEGE PERSISTENCE, CAREER INTEGRATION, K-12 ACADEMICS-COMPUTER SCIENCE, PRINCIPAL PIPELINE & DEVELOPMENT THE PARTNERSHIP FOR LOS ANGELES SCHOOLS 1055 WILSHIRE BLVD 1850 LOS ANGELES CA 90017 261759681 501(C)(3) 7000 0 SCHOOL START-UP, COVID-19 ASSISTANCE, COLLEGE PERSISTENCE, CAREER INTEGRATION, K-12 ACADEMICS-COMPUTER SCIENCE, PRINCIPAL PIPELINE & DEVELOPMENT 30 1 DREAMSCAPE SCHOLARSHIPS 2 13627 0 EXECUTIVE DIRECTORS MILESTONE RECOGNITION 11 165000 0 EXCELLENCE AWARD 1 5000 0 THE FOUNDERS KIPP SIX AWARDS 14 140000 0 HARRIET BALL EXCELLENCE IN TEACHING AWARD 10 100000 0 KIPP FORWARD ANNUAL COMMUNITY AWARD 2 15000 0 THE KIPP FORWARD NATIONAL MICROGRANT FUND - TO PREVENT UNEXPECTED OR EMERGENCY FINANCIAL GAPS FROM DETERRING THE POSTSECONDARY EDUCATION AND TRAINING PLANS OF KIPP ALUMNI 898 1747621 0 NUDGE RAFFLE 2 1000 0 RALES SCHOLARSHIPS 37 344625 0 PART I, LINE 2: THE FOUNDATION GIVES GRANTS TO KIPP REGIONS BASED ON NEED OR SPECIFICATION FROM THE GRANTOR. EACH GRANT HAS A SEPARATE SET OF CRITERIA AND IS REVIEWED BY FOUNDATION STAFF FOR COMPLIANCE AND MERIT. SCHEDULE I, PART I, LINE 2 U.S. DEPARTMENT OF EDUCATION (US ED) SCHOOL GRANTS ARE APPLIED FOR BY THE INDIVIDUAL SCHOOLS THROUGH SUBMISSION OF DETAILED BUDGET REQUESTS, WHICH ARE ULTIMATELY APPROVED FOR FUNDING BY THE U.S. DEPARTMENT OF EDUCATION. UPON AWARD, GRANT LETTERS ARE PROVIDED TO EACH OF THE SCHOOLS STATING SPECIFIC TERMS FOR COSTS ACCEPTED FOR FUNDING AND BUDGET COMPLIANCE. IN ADDITION, A CONFERENCE CALL IS HELD DIRECTLY WITH THE KIPP FEDERAL GRANTS MANAGEMENT TEAM AND A REPRESENTATIVE FROM EACH OF THE KIPP SCHOOLS AWARDED FUNDING TO REVIEW THE AWARD GUIDELINES. COMPLIANCE THROUGHOUT THE YEAR IS MONITORED BY THE KIPP FOUNDATION FINANCE TEAM THROUGH THE REVIEW OF THE QUARTERLY DRAWDOWN REQUESTS AND SITE VISITS AS APPLICABLE. EACH RECIPIENT SCHOOL IS REQUIRED TO SUBMIT APPROPRIATE DOCUMENTATION FOR ALL EXPENSES FOR WHICH THEY ARE REQUESTING TO DRAWDOWN FUNDS. KIPP FOUNDATION REVIEWS EACH REQUEST FOR ACCURACY AND ALLOWABILITY, IN ACCORDANCE WITH THE ORIGINAL BUDGET REQUEST. RECIPIENT SCHOOLS ARE SUBJECT TO AN ANNUAL SINGLE AUDIT AS APPLICABLE AND REVIEW OF SCHOOL FINANCIAL STATEMENTS TO ENSURE THAT EACH SCHOOL RECEIVED AN UNQUALIFIED OPINION. FINALLY, KIPP FOUNDATION PROVIDES AN ANNUAL REPORT TO THE U.S. DEPARTMENT OF EDUCATION REGARDING FUNDS RECEIVED DURING THE PREVIOUS FISCAL YEAR TO ENSURE COMPLIANCE. X 1 1 X X X X 1 0 0 0 0 0 0 0 0 DAVE LEVIN CO-FOUNDER 447194 0 0 0 2209 0 5186 0 40732 0 495321 0 0 0 KINNARI PATEL-SMYTH PRESIDENT 436042 0 0 0 2019 0 10800 0 15738 0 464599 0 0 0 FEDERICO GONZALEZ CH ACAD/TALENT SYS OFF(THRU 11/1/22) 249064 0 0 0 132391 0 5962 0 12393 0 399810 0 0 0 SHELLEY GOODE CHIEF DEVEL OFFICER (THRU 1/1/23) 341445 0 0 0 6910 0 9307 0 28513 0 386175 0 0 0 RICHARD BARTH CEO (THRU 7/1/22) 329665 0 0 0 3749 0 10800 0 6225 0 350439 0 0 0 JONATHAN COWAN CH RESEARCH, DESIGN & INNO OFFICER 279064 0 0 0 2459 0 10800 0 39277 0 331600 0 0 0 CAROLYN HACK ACTING CHIEF FINANCIAL OFFICER 271664 0 0 0 1731 0 10800 0 40732 0 324927 0 0 0 JOHN ALFORD CHIEF NETWOK GROWTH OFFICER 267599 0 0 0 1912 0 10800 0 40732 0 321043 0 0 0 BETH THOMPSON EXECUTIVE COACH 287672 0 0 0 1739 0 10800 0 15331 0 315542 0 0 0 NEYHA RAJAN SECRETARY (THRU 1/31/23) 194038 0 45034 0 1634 0 9624 0 7667 0 257997 0 0 0 GARFIELD BYRD CFO/BOARD TREAS (THRU 12/2/22) 208908 0 0 0 3710 0 8463 0 21133 0 242214 0 0 0 PART I, LINE 1A THE ORGANIZATION PROVIDES A $200 TOTAL ANNUAL HEALTH AND WELLNESS INCENTIVE TO ALL ACTIVE/REGULAR STATUS EMPLOYEES WORKING 20 HOURS OR MORE PER WEEK. PART I, LINE 4A FEDERICO GONZALEZ, CHIEF ACADEMIC AND TALENT SYSTEMS OFFICER, RECEIVED $130,937 SEVERANCE PAYMENT IN CALENDAR YEAR 2022. FORM 990, PART VI, SECTION A, LINE 8B THE AUDIT COMMITTEE AND FINANCE COMMITTEE DO NOT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B MEMBERS OF THE FINANCE TEAM PREPARED THE 2022 990 ORGANIZER TABS, WHICH WERE EITHER REVIEWED BY THE CONTROLLER OR SENIOR DIRECTOR OF GRANTS MANAGEMENT. THE ORGANIZER WAS FORWARDED TO HOOD AND STRONG, LLP FOR PREPARATION OF THE FORM 990. UPON PREPARATION OF THE 990 DRAFT, THE ACCOUNTING MANAGER, THE CONTROLLER, THE SENIOR DIRECTOR OF GRANTS MANAGEMENT, DIRECTOR OF FINANCIAL PLANNING & ANALYSIS, THE CHIEF FINANCIAL OFFICER, AND GENERAL COUNSEL REVIEWED THE FIRST DRAFT. THE DRAFT WAS PRESENTED TO THE AUDIT COMMITTEE MEMBERS DURING VIRTUAL SESSION BY PAID PREPARERS. THE AUDIT COMMITTEE MEMBERS WERE ENCOURAGED TO REVIEW THE FORM 990 AND DIRECT THEIR QUESTIONS TO THE CFO AND/OR GENERAL COUNSEL. UPON SATISFACTION OF ANY QUESTIONS, THE FORM 990 WAS DISTRIBUTED TO THE ENTIRE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS AND DIRECTORS ARE REQUIRED TO ANNUALLY DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICTS, AS DEFINED IN THE CONFLICT OF INTEREST POLICY. KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST ON AN ONGOING BASIS IN ACCORDANCE WITH THE CONFLICT OF INTEREST POLICY AND KIPP FOUNDATION CODE OF ETHICS, WHICH REQUIRE DISCLOSURE WHEREVER A POTENTIAL CONFLICT ARISES. IF THE BOARD DETERMINES THERE IS A CONFLICT OF INTEREST, THE CHAIRMAN OF THE BOARD SHALL, IF APPROPRIATE, REQUEST AN INVESTIGATION OF ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. THE BOARD WILL THEN VOTE ON WHETHER OR NOT TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. THE INTERESTED PERSON MAY NOT VOTE ON WHETHER THE TRANSACTION OR ARRANGEMENT IS A CONFLICT OF INTEREST NOR WHETHER IT SHOULD BE APPROVED. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR APPROVAL INVOLVES AN INDEPENDENT THIRD PARTY ORGANIZATION PROVIDING INFORMATION WHICH: * PROVIDES MARKET COMPARABILITY DATA TO ASSIST THE BOARD IN MAKING DECISIONS REGARDING ANY POTENTIAL CHANGES TO THE CURRENT COMPENSATION PROGRAM, * EVALUATES THE COMPETITIVENESS OF THE CURRENT COMPENSATION ARRANGEMENTS AND ADVISE THE BOARD ON THE RANGE OF COMPETITIVE PRACTICES FOR FUNCTIONALLY COMPARABLE POSITIONS AMONG SIMILARLY SITUATED ORGANIZATIONS PROVIDING SIMILAR SERVICES, * PROVIDES OPINION ON THE REASONABLENESS OF THE PROPOSED COMPENSATION ARRANGEMENTS, TAKING ALL RELEVANT FACTORS INTO CONSIDERATION, TO ASSIST THE BOARD WITH ITS GOVERNANCE RESPONSIBILITIES UNDER INTERNAL REVENUE CODE SECTION 4958 AND APPLICABLE REGULATIONS, COMMONLY REFERRED TO AS THE "INTERMEDIATE SANCTIONS" LEGISLATION, AND * FINALLY, SAID COMPENSATION IS APPROVED BY THE KIPP FOUNDATION'S BOARD. FORM 990, PART VI, SECTION C, LINE 19 AUDITED FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE FOR THE SAME PERIOD OF TIME SET FORTH IN IRC 6104(D). DOCUMENTS MAY BE VIEWED AT WWW.KIPP.ORG AND UPON REQUEST.