2024-05-06T10:54:55-05:00 2023-06-30 161092347 MENGEL METZGER BARR & CO LLP 100 CHESTNUT STREET SUITE 1200 ROCHESTER NY 14604 990 2022-07-01 371665745 ZEARN ZEAR 2129676070 PO BOX 20 NEW YORK NY 10116 SHALINEE SHARMA CHIEF EXECUTIVE OFFICER 2129676070 2024-04-27 1 SHALINEE SHARMA 999009999 1 MICHELLE CAIN P00150750 5854231860 2024-04-28 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SHALINEE SHARMA PO BOX 20 NEW YORK NY 10116 45280223 0 X WWW.ZEARN.ORG X 2014 DE ZEARN IS THE NONPROFIT EDUCATIONAL ORGANIZATION WHOSE MISSION IS TO INSPIRE ALL KIDS TO LOVE LEARNING MATH. ZEARN IS BEHIND ZEARN MATH, THE MATH LEARNING PLATFORM USED BY 1 IN 4 ELEMENTARY-SCHOOL AND ONE MILLION MIDDLE-SCHOOL STUDENTS NATIONWIDE. 13 11 182 11 0 0 18607239 12506742 27433424 32218831 -18689 554650 0 0 46021974 45280223 0 0 0 0 14637005 23297206 0 0 217136 14318918 17236689 28955923 40533895 17066051 4746328 56895764 62511129 5605413 6445998 51290351 56065131 ZEARN IS THE NONPROFIT EDUCATIONAL ORGANIZATION WHOSE MISSION IS TO INSPIRE ALL KIDS TO LOVE LEARNING MATH. ZEARN IS BEHIND ZEARN MATH, THE MATH LEARNING PLATFORM USED BY 1 IN 4 ELEMENTARY-SCHOOL AND ONE MILLION MIDDLE-SCHOOL STUDENTS NATIONWIDE. 0 0 35950834 32218831 ZEARN IS BEHIND ZEARN MATH, THE MATH LEARNING PLATFORM USED BY 1 IN 4 ELEMENTARY-SCHOOL AND ONE MILLION MIDDLE-SCHOOL STUDENTS NATIONWIDE. ZEARN MATH OFFERS RESEARCH-BASED INSTRUCTIONAL MATERIALS AND DYNAMIC DIGITAL LESSONS. ZEARN MATH INSTRUCTIONAL MATERIALS - INCLUDING 450+ HOURS OF INTERACTIVE DIGITAL LESSONS - ARE FREE FOR TEACHERS AND FAMILIES. ZEARN ALSO OFFERS SCHOOL- AND DISTRICT-WIDE LICENSES AND PROFESSIONAL DEVELOPMENT TO SUPPORT IMPLEMENTATION. 35950834 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 59 0 182 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY CA OK IN GA X SHALINEE SHARMA 2129676070 PO BOX 20 NEW YORK NY 10116 SHALINEE SHARMA CHIEF EXECUTIVE OFFICER & PRESIDENT 60.00 X X 638056 0 46635 NORMAN ATKINS CHAIR AND DIRECTOR 3.00 X X 0 0 0 DAVID LEVIN DIRECTOR 1.00 X 0 0 0 DAVID SALTZMAN DIRECTOR 1.00 X 0 0 0 LARRY ROBBINS DIRECTOR 1.00 X 0 0 0 JOHN BAILEY DIRECTOR 1.00 X 0 0 0 JUDY WURTZEL DIRECTOR 1.00 X 0 0 0 SHRUTI SEHRA DIRECTOR 1.00 X 0 0 0 AIMEE EUBANKS DIRECTOR 1.00 X 0 0 0 GREG GUNN DIRECTOR 1.00 X 0 0 0 ANDY COOK DIRECTOR 1.00 X 0 0 0 JEFF LIVINGSTON DIRECTOR 1.00 X 0 0 0 KUNJAN NARECHANIA TREASURER & DIRECTOR 1.00 X X 73965 0 0 STEPHANIE ELY CHIEF ACADEMIC OFFICER 50.00 X 375374 0 50573 LEIGHA DONOVAN CHIEF PRODUCT OFFICER 50.00 X 438414 0 50573 CHRISTOPHER WONG CHIEF TECHNOLOGY OFFICER 50.00 X 440875 0 44673 NEENA HENDERSHOTT CHIEF MARKETING OFFICER 50.00 X 378079 0 42695 ASHLEY BIRSIC CHIEF PARTNERSHIPS OFFICER 50.00 X 441374 0 50573 2786137 0 285722 48 0 1 0 BREAD AND BUTTER DIGITAL LLC PO BOX 31061 SEATTLE WA 98103 MARKETING - SOCIAL MEDIA ENGAGEMENT 679500 INTENTIONAL FUTURES LLC 1501 E MADISON SUITE 500 SEATTLE WA 98122 STRATEGIC CONSULTING 325724 WHITEBOARD ADVISORS LLC 1000 POTIMA ST NW SUITE 150 WASHINGTON DC 20007 STRATEGIC CONSULTING 253500 EDSOLUTIONS 301 W 118TH ST PH1D NEW YORK NY 10026 STRATEGIC CONSULTING 224563 BE CLEAR LLC 2255 SHERIDAN BOULEVARD UNIT C 106 EDGEWATER CO 80214 MARKETING - COMMUNICATIONS 168000 5 12506742 12506742 PRODUCTS AND SERVICES 611710 32218831 32218831 32218831 554650 554650 45280223 32218831 0 554650 X 692079 553663 69208 69208 19000004 16277962 2619448 102594 716822 616998 97563 2261 1349933 1164679 180282 4972 1538368 1326592 204078 7698 195120 195120 48000 48000 4407144 4275316 130097 1731 1066232 1066232 146061 110485 19741 15835 1869858 1504841 362725 2292 345565 297987 45863 1715 1404658 1282633 118253 3772 2729862 2727980 1882 114424 114424 COST OF GOODS SOLD 3833225 3833225 STAFF RECRUITMENT AND D 649026 560787 84934 3305 BUSINESS EXPENSES 427514 351454 74307 1753 40533895 35950834 4365925 217136 851932 3207894 30440688 35075836 3200000 2100000 6680312 8037612 1059771 594306 531553 18385 3452 9865 14933 3929566 4075019 11118951 8390971 70144 17540 56895764 62511129 1105853 1215583 4499560 5230415 5605413 6445998 X 51278704 56065131 11647 0 51290351 56065131 56895764 62511129 4746328 28452 0 X X 0 1 X 1 0 X 6036506 8038158 17810116 18607239 12506742 62998761 6036506 8038158 17810116 18607239 12506742 62998761 24256068 38742693 18958 54815 8628 17288 554650 654339 63653100 86055668 0.60870 0.56700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18385 3452 14933 14933 412,869.207 SHS OF PIMCO FDS 4075019 F 4075019 X 45308675 28452 28452 45280223 0 45280223 40533895 0 40533895 0 40533895 PART X, LINE 2: THE ORGANIZATION IS TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION 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 AS WELL AS 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 STATE TAXING AUTHORITIES. MANAGEMENT OF THE ORGANIZATION BELIEVES THEY HAVE NO MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, THEY HAVE NOT RECOGNIZED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. X X X X 0 1 0 0 0 0 0 0 0 SHALINEE SHARMA CHIEF EXECUTIVE OFFICER & PRESIDENT 638056 0 0 0 0 0 32700 0 13935 0 684691 0 0 0 ASHLEY BIRSIC CHIEF PARTNERSHIPS OFFICER 441374 0 0 0 0 0 32700 0 17873 0 491947 0 0 0 LEIGHA DONOVAN CHIEF PRODUCT OFFICER 438414 0 0 0 0 0 32700 0 17873 0 488987 0 0 0 CHRISTOPHER WONG CHIEF TECHNOLOGY OFFICER 440875 0 0 0 0 0 32700 0 11973 0 485548 0 0 0 STEPHANIE ELY CHIEF ACADEMIC OFFICER 375374 0 0 0 0 0 32700 0 17873 0 425947 0 0 0 NEENA HENDERSHOTT CHIEF MARKETING OFFICER 378079 0 0 0 0 0 32700 0 9995 0 420774 0 0 0 PART I, LINE 4B THE FOLLOWING INDIVIDUALS PARTICIPATE IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN AND RECEIVE EMPLOYER PAID AMOUNTS THAT ARE INCLUDED IN DEFERRED COMPENSATION: SHALINEE SHARMA - $20,500 457(B) PLAN ASHLEY BIRSIC - $20,500 457(B) PLAN LEIGHA DONOVAN - $20,500 457(B) PLAN STEPHANIE ELY - $20,500 457(B) PLAN NEENA HENDERSHOTT - $20,500 457(B) PLAN CHRISTOPHER WONG - $20,500 457(B) PLAN KUNJAN NARECHANIA BOARD TREASURER 73965 EMPLOYEE OF INGLESIDE CONSULTING 0 FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FEDERAL FORM 990 WAS PROVIDED TO AND MADE AVAILABLE TO ITS AUDIT COMMITTEE FOR REVIEW BY ITS MEMBERS PRIOR TO FILING WITH THE IRS. SUBSEQUENT TO THE AUDIT COMMITTEE REVIEW, THE ORGANIZATION MADE ITS FORM 990 AVAILABLE TO ALL MEMBERS OF ITS BOARD OF DIRECTORS FOR THEIR REVIEW. THE AUDIT COMMITTEE HAS THE RESPONSIBILITY TO OVERSEE, REVISE AND APPROVE THE FEDERAL FORM 990, INCLUDING THE PREPARATION, REVIEW AND FILING PROCESS. AS PART OF THE TAX RETURN PREPARATION PROCESS THE ORGANIZATION HIRED A PROFESSIONAL CPA FIRM WITH EXPERIENCE AND EXPERTISE IN NOT-FOR-PROFIT TAX RETURN PREPERATION TO PREPARE THE FEDERAL FORM 990. THE CPA FIRM PREPARED A DRAFT FEDERAL FORM 990 AND FURNISHED IT TO THE ORGANIZATION'S FINANCE PERSONNEL AND OTHER INDIVIDUALS FOR THEIR REVIEW. THE ORGANIZATION'S FINANCE PERSONNEL AND OTHER INDIVIDUALS REVIEWED THE DRAFT FEDERAL FORM 990 WHERE NECESSARY AND A FINAL DRAFT WAS FURNISHED BY THE CPA FIRM TO THE ORGANIZATION'S FINANCE PERSONNEL AND VARIOUS OTHER INDIVIDUALS FOR FINAL REVIEW AND APPROVAL PRIOR TO PRESENTATION OF THE FEDERAL FORM 990 TO THE ORGANIZATION'S AUDIT COMMITTEE AND THEREAFTER PROVISION TO ALL MEMBERS OF THE ORGANIZATION'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY ANNUALLY. ALL MEMBERS OF THE BOARD OF DIRECTORS AND OFFICERS ARE REQUIRED TO REVIEW THE EXISTING CONFLICT OF INTEREST POLICY AND COMPLETE A QUESTIONNAIRE. THE COMPLETED QUESTIONNAIRES ARE RETURNED TO THE ORGANIZATION'S GENERAL COUNSEL FOR REVIEW. THE ORGANIZATION'S GENERAL COUNSEL REVIEWS THE COMPLETED QUESTIONNAIRES WHICH CONTAINS INFORMATION DISCLOSED ON AN INDIVIDUAL BY INDIVIDUAL BASIS. THEREAFTER, THE ORGANIZATION'S GENERAL COUNSEL NOTIFIES THE RESIDENT AND BOARD CHAIR OF ANY CONFLICTS THAT REQUIRE FURTHER SCRUTINY AND/OR BOARD ACTION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER IS DISCUSSED AND DETERMINED BY THE BOARD OF DIRECTORS, TAKING INTO ACCOUNT COMPENSATION PACKAGES OF COMPARABLE ORGANIZATIONS (E.G. EDUCATION-RELATED NONPROFIT ORGANIZATIONS AND TECHNOLOGY START-UPS IN NEW YORK CITY), USING A SALARY STUDY PREPARED BY A NONPROFIT ATTORNEY. THE BOARD DISCUSSES COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER, AS WELL AS APPLICABLE COMPARABLE SALARY DATA. THE INDEPENDENT BOARD MEMBERS THEN DETERMINE THE COMPENSATION WITHOUT THE NON-INDEPENDENT BOARD MEMBERS PRESENT. THE OFFER OF EMPLOYMENT FOR THE CHIEF EXECUTIVE OFFICER IS FORMALLY EXTENDED BY THE BOARD CHAIR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS 990 AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 4,275,316. MANAGEMENT AND GENERAL EXPENSES 130,097. FUNDRAISING EXPENSES 1,731. TOTAL EXPENSES 4,407,144. PART XII, LINE 2C EXPLANATION THE BOARD HAS NOT CHANGED ITS PROCESS FOR SELECTING THE INDEPENDENT AUDITOR NOR HAVE THEY CHANGED THE OVERSIGHT OF THE AUDIT FROM PRIOR YEARS.