2024-05-13T09:48:56-05:00 2023-06-30 161092347 MENGEL METZGER BARR & CO LLP 100 CHESTNUT STREET SUITE 1200 ROCHESTER NY 14604 990 2022-07-01 943227655 PIVOT LEARNING PIVO 5102502543 1300 CLAY STREET 600 OAKLAND CA 94612 ARON HONIG CFO 5108084154 2024-05-10 1 ARON HONIG 999009999 1 MICHELLE CAIN P00150750 5854231860 2024-05-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ARON HONIG 1300 CLAY STREET 600 OAKLAND CA 94612 3247341 0 X WWW.PIVOTLEARNING.ORG X 1995 CA PIVOT LEARNING'S MISSION IS TO ENSURE A RIGOROUS, RELEVANT, AND INCLUSIVE PUBLIC EDUCATION FOR ALL STUDENTS BY DEVELOPING INSTRUCTIONAL COHERENCE AND IMPROVING TEACHING AND LEARNING. 0 0 32 8 0 0 6226367 1715773 821216 1028197 28806 -10358 0 0 7076389 2733612 0 3383993 0 0 3013276 2483981 0 0 0 3468720 2232564 6481996 8100538 594393 -5366926 6056679 728088 956939 653088 5099740 75000 X PIVOT LEARNING'S MISSION IS TO ENSURE A RIGOROUS, RELEVANT, AND INCLUSIVE PUBLIC EDUCATION FOR ALL STUDENTS BY DEVELOPING INSTRUCTIONAL COHERENCE AND IMPROVING TEACHING AND LEARNING. 0 1 3637195 3383993 1027447 FEE FOR SERVICE REVENUES AND ORGANIZATIONAL OPERATIONS: SERVICES DELIVERED DIRECTLY TO SCHOOLS INCLUDING IMPLEMENTATION AND DISTRICT COACHING, LEADERSHIP COACHING, AND PREVENTION AND INTERVENTION SERVICES. SERVICES ARE DELIVERED THROUGH PROFESSIONAL DEVELOP TRAININGS TO IMPROVE THE INSTRUCTIONAL PROGRAMS AND LEADERSHIP SYSTEMS WITHIN DISTRICTS AND SCHOOLS TO BETTER SUPPORT THE EDUCATIONAL ACHEIVEMENT OF STUDENTS. 1605509 0 WITH SUPPORT FROM KEY FUNDERS, PIVOT UTILIZED FUNDING TO ACHIEVE THE FOLLOWING PROJECT GOALS: SUPPORT AND LEARN FROM DISTRICT ADOPTION AND IMPLEMENTATION PROJECTS THROUGH REGULAR TOUCH POINTS WITH DISTRICT INSTRUCTIONAL LEADERS REGARDING HOW TO BEST FACILITATE DISTRICT SELECTIONS AND IMPLEMENTATION OF HIGH-QUALITY INSTRUCTIONAL MATERIALS. 852087 0 WITH SUPPORT FROM KEY FUNDERS, PIVOT UTILIZED FUNDING TO ACHIEVE THE FOLLOWING PROJECT GOALS: RESEARCH AND EVALUATE AND CREATE DISTRICT CURRICULUM IMPLEMENTATION SERVICES FOR SCHOOLS WITHIN THE STATE OF CALIFORNIA 153197 750 WITH SUPPORT FROM KEY FUNDERS, PIVOT UTILIZED FUNDING TO ACHIEVE THE FOLLOWING PROJECT GOALS: DEVELOP SERVICES THAT TARGET INSTRUCTIONAL LOSS WITHIN A SCHOOL DISTRICT. THESE SERVICES ARE IMPLEMENTED THROUGH COACHING AND TEACHER PROFESSIONAL DEVELOPMENT. 24379 0 WITH SUPPORT FROM KEY FUNDERS, PIVOT UTILIZED FUNDING TO ACHIEVE THE FOLLOWING PROJECT GOALS: DEVELOP NEW AND INNOVATIVE WAYS TO CREATE SYSTEMS OF SUPPORT. THIS INCLUDES SUPPORTS FOR PARENTS, TEACHERS, AND DISTRICTS IN ORDER TO IMPACT CHANGE WHERE STUDENTS NEED THE MOST SUPPORT. 177576 750 6272367 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 50 0 32 1 0 0 0 0 0 0 0 0 0 0 0 0 X 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 1 1 0 CA X ARON HONIG 5108084154 1300 CLAY STREET STE 600 OAKLAND CA 94612 MIKE HALLET BOARD MEMBER (THRU MARCH 2023) 1.00 X 0 0 0 SARAH BRAYTON BOARD MEMBER (THRU MARCH 2023) 1.00 X 0 0 0 DOUG BORCHARD BOARD MEMBER (THRU MARCH 2023) 1.00 X 0 0 0 SONJIHIA LOWERY BOARD MEMBER (THRU MARCH 2023) 1.00 X 0 0 0 BETH MEJIA BOARD MEMBER (THRU MARCH 2023) 1.00 X 0 0 0 EMMA PENGELLY BOARD MEMBER (THRU MARCH 2023) 1.00 X 0 0 0 RAMANATHANARUN CEO (THRU MARCH 2023) 40.00 X 367862 0 39397 ARON HONIG CFO 40.00 X 0 0 0 DABBYNADYA CHINOY CHIEF GROWTH OFFICER (THRU MARCH 2023) 40.00 X 321808 0 46537 KAPLANJOHANNAH CHIEF TALENT & CULTURE OFFICER (THRU MARCH 2023) 40.00 X 208712 0 31147 CARTERALLISON VP EDUCATION PROGRAMS (THRU MARCH 2023) 40.00 X 162700 0 24004 HUSAINALIZA NADIR VP, RESEARCH & EVALUATION (THRU MARCH 2023) 40.00 X 132433 0 6968 WILLISCLAY A DIRECTOR, MARKETING & COMMS (THRU MARCH 2023) 40.00 X 127433 0 15443 1320948 0 163496 6 0 1 0 UNBOUNDED LEARNING 228 PARK AVE S NO 90834 NEW YORK NY 10003 SUBCONTRACT PAYMENTS 600000 WMBE PAYROLLING INC 9475 CHESAPEAKE DR SAN DIEGO CA 92123 TEMP AGENCY 570163 DELOITTE 30 ROCKEFELLER PLAZA 41ST FLOOR NEW YORK NY 10112 MANAGMENT CONSULTING 520333 EDREPORTS PO BOX 295 DECATUR IL 62525 SUBCONTRACT PAYMENTS 334375 NEW VENTURE FUND 1828 L STREET SUITE 300-A WASHINGTON DC 20036 SUBCONTRACT PAYMENTS 235175 9 1715773 1715773 PROGRAM FEES 611600 1028197 1028197 1028197 32646 32646 470725 513729 -43004 -43004 -43004 2733612 1028197 0 -10358 3383993 3383993 990375 198076 792299 565647 529755 35892 136399 77650 58749 525642 279068 246574 265918 130024 135894 73418 73418 149440 37360 112080 8896 8896 82013 82013 50246 50246 157129 76830 80299 24352 24352 132501 64788 67713 2442 2442 87373 87373 PRODUCT DEVELOPMENT 1444577 1444577 STAFF RECRUITMENT AND D 16500 16500 OTHER 3677 3677 8100538 6272367 1828171 0 2308516 276466 988339 0 273421 0 66670 0 188743 188743 2442 0 700564 221205 1500000 228587 216727 1830 6056679 728088 885742 84597 71197 0 568491 956939 653088 X 2431454 75000 2668286 0 5099740 75000 6056679 728088 -5366926 342186 0 X X 0 1 X 1 0 X 2775824 2632768 4456471 6226367 1715757 17807187 1163828 1058668 1119415 821216 1028197 5191324 3939652 3691436 5575886 7047583 2743954 22998511 0 0 0 22998511 21191 23764 16968 31914 32646 126483 21191 23764 16968 31914 32646 126483 3960843 3715200 5592854 7079497 2776600 23124994 0.99450 0.99520 0.00550 0.00480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14433 14433 0 118012 118012 0 56298 56298 0 0 8,630.73 SHS CITY NATIONAL ROCHDALE FIXED INCOME OPPORTUNITIES FUND 163898 F 855.00 SHS VANGUARD SHORT TERM CORP BOND ETF 64689 F 228587 DUE TO RELATED PARTY 568491 568491 X 3066902 342186 342186 2724716 8896 8896 2733612 4707649 0 4707649 8896 3383993 3392889 8100538 PART X, LINE 2: PIVOT IS TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CORE IS A FOR PROFIT ENTITY. PIVOT HAS FILED FOR AND RECEIVED INCOME TAX EXEMPTIONS IN THE VARIOUS JURISDICTIONS WHERE THEY ARE REQUIRED TO DO SO. THE ORGANIZATION FILES FORM 990 TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND IN CALIFORNIA. CORE FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND IN VARIOUS STATES. WITH FEW EXCEPTIONS, AS OF JUNE 30, 2023, THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS ENDED PRIOR TO JUNE 30, 2020. THE TAX RETURNS FOR YEARS ENDED JUNE 30, 2020 THROUGH JUNE 30, 2023 ARE STILL SUBJECT TO POTENTIAL AUDIT BY THE IRS AND TAXING AUTHORITIES IN EACH STATE. MANAGEMENT OF THE ORGANIZATION BELIEVES THEY HAVE NO MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, THEY HAVE NOT RECOGNIZED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. PART XII, LINE 4B - OTHER ADJUSTMENTS: TRANSFER OF NET ASSETS 3,383,993. 0 UNBOUNDED LEARNING INC 228 PARK AVE S STE 90834 NEW YORK NY 100031502 475223320 501(C)(3) 0 3383993 FMV VARIOUS ASSETS & LIABILITIES OF PIVOT INCLUDING PRIVATELY HELD STOCK IN CORE TO CARRY ON EQUIPING EDUCATORS WITH THE KNOWLEDGE AND SKILLS TO SIGNIFICANTLY IMPROVE ACADEMIC ACHIEVEMENTS. 1 0 X X X 0 0 0 0 0 0 0 0 0 RAMANATHANARUN CEO (THRU MARCH 2023) 335675 0 30000 0 2187 0 15927 0 23470 0 407259 0 0 0 DABBYNADYA CHINOY CHIEF GROWTH OFFICER (THRU MARCH 202 283475 0 36500 0 1833 0 13885 0 32652 0 368345 0 0 0 KAPLANJOHANNAH CHIEF TALENT & CULTURE OFFICER (THRU 206975 0 0 0 1737 0 10275 0 20872 0 239859 0 0 0 CARTERALLISON VP EDUCATION PROGRAMS (THRU MARCH 20 161140 0 0 0 1560 0 7989 0 16015 0 186704 0 0 0 FORM 990, PART III, LINE 3 THE ORGANIZATION MERGED WITH ANOTHER UNRELATED 501(C)(3) ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 8B THERE IS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE CFO AND ANY QUESTIONS AND CHANGES ARE FOLLOWED UP ON WITH THE TAX PREPARATION FIRM. THE FORM 990 WILL NOT BE PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO THE FILING BECAUSE THE ENTITY HAS CONTRIBUTED ITS ASSETS TO UNBOUNDED LEARNING, INC., A NEW YORK NOT-FOR-PROFIT CORPORATION, AND IS IN THE PROCESS OF WIND-DOWN AND DISSOLUTION. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS IS REMINDED OF THE CONFLICT OF INTEREST STATEMENT BEFORE TAKING A VOTE ON ISSUES THAT MAY GENERATE CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 SALARY REVIEWS ARE CONDUCTED BY THE BOARD OF DIRECTORS BY REVIEWING THE 990 FORMS OF SIMILAR ORGANIZATIONS AS WELL AS CONDUCTING AND REVIEWING SALARY SURVEYS PERIODICALLY. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS AND CONFLICT OF INTEREST STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC VIA OUR WEBSITE. OTHER DOCUMENTS CAN BE OBTAINED BY WRITTEN REQUEST TO THE ORGANIZATION. FORM 990, PART XII, LINE 2C: THE BOARD HAS NOT CHANGED ITS PROCESS FOR SELECTING THE INDEPENDENT AUDITOR NOR HAVE THEY CHANGED THE OVERSIGHT OF THE AUDIT FROM PRIOR YEARS. CONSORTIUM ON REACHING EXCELLENCE IN EDUCATION 1300 CLAY STREET STE 600 OAKLAND CA 94612 943264308 EDUCATION CA YES C 273952 1.00000 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 CONSORTIUM ON REACHING EXCELLENCE IN EDUCATION D 132794 FMV CONSORTIUM ON REACHING EXCELLENCE IN EDUCATION P 415521 FMV CONSORTIUM ON REACHING EXCELLENCE IN EDUCATION O 324194 FMV PART IV, LINE 1: ON MARCH 1, 2023, AN ASSET TRANSFER TOOK PLACE WHEREBY PIVOT CONTRIBUTED SUBSTANTIALLY ALL ITS ASSETS AND LIABILITIES TO UNBOUNDED LEARNING INC (AN UN-RELATED 501(C)(3)) WHICH INCLUDED CORE'S PRIVATELY HELD STOCK.