2023-05-09T12:47:05-05:00 2022-06-30 161092347 MENGEL METZGER BARR & CO LLP 100 CHESTNUT STREET SUITE 1200 ROCHESTER NY 14604 990 2021-07-01 943227655 PIVOT LEARNING PIVO 5102502543 1300 CLAY STREET 600 OAKLAND CA 94612 ARON HONIG CFO 5102502543 2023-05-04 1 ARON HONIG 999009999 MICHELLE CAIN P00150750 5854231860 2023-05-04 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z ARUN RAMANATHAN 1300 CLAY STREET 600 OAKLAND CA 94612 7944797 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. 6 6 32 8 0 0 4456471 6226367 1119415 821216 26741 28806 0 0 5602627 7076389 0 0 0 0 2519774 3013276 0 0 0 2030125 3468720 4549899 6481996 1052728 594393 6301356 6056679 1677024 956939 4624332 5099740 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 0 259056 821216 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. 2568666 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. 969245 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. 490107 WITH SUPPORT FROM KEY FUNDERS, PIVOT UTILIZED FUNDING TO ACHIEVE THE FOLLOWING PROJECT GOALS: RESEARCH AND EVALUATE THE DISTRICT STABILITY INDEX, THE FIRST EVER EFFORT TO COLLECT AND PRESENT PUBLICLY AVAILABLE INFORMATION IN FIVE DOMAINS ASSOCIATED WITH A SCHOOL SYSTEM'S ORGANIZATIONAL HEALTH: FINANCIAL MANAGEMENT, PARENT AND COMMUNITY RELATIONS, LABOR RELATIONS, PRINCIPAL AND TEACHER SUPPORT, AND LEADERSHIP AND GOVERNANCE. 241741 WITH SUPPORT FROM KEY FUNDERS, PIVOT UTILIZED FUNDING TO ACHIEVE THE FOLLOWING PROJECT GOALS: DEVELOP PREVENTION AND INVENTION SERVICES THAT TARGET INSTRUCTIONAL LOSS WITHIN A SCHOOL DISTRICT. THESE SERVICES ARE IMPLEMENTED THROUGH COACHING AND TEACHER PROFESSIONAL DEVELOPMENT. 27025 WITH SUPPORT FROM KEY FUNDERS, PIVOT UTILIZED FUNDING TO ACHIEVE THE FOLLOWING PROJECT GOALS: EVALUATION AND CASE STUDY OF THE EDUCATIONAL FINANCES OF PROP 13 IN CALIFORNIA. 758873 4555840 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 54 0 32 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 1 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 1.00 X 0 0 0 JOCELYN GARCIA-THOME BOARD MEMBER - THRU JULY 2021 1.00 X 0 0 0 SARAH BRAYTON BOARD MEMBER 1.00 X 0 0 0 LACEY ROBINSON BOARD MEMBER - THRU APRIL 2022 1.00 X 0 0 0 DOUG BORCHARD BOARD MEMBER 1.00 X 0 0 0 SONJIHIA LOWERY BOARD MEMBER 1.00 X 0 0 0 BETH MEJIA BOARD MEMBER - AS OF OCT 2021 1.00 X 0 0 0 EMMA PENGELLY BOARD MEMBER - AS OF OCT 2021 1.00 X 0 0 0 ARON HONIG CFO (AS OF JUNE 2022) 40.00 X X 0 0 0 ARUN RAMANATHAN CEO 40.00 X 354010 0 32274 JOHANNAH KAPLAN CHIEF TALENT & CULTURE OFFICER 40.00 X 191009 0 26613 NADYA CHINOY DABBY CHIEF GROWTH OFFICER 40.00 X 187365 0 37758 ALLISON CARTER VP EDUCATION PROGRAMS 40.00 X 149499 0 20052 MONICA NG VP EDUCATION PROGRAMS 40.00 X 126628 0 12017 ARIELLE DAVIES DIRECTOR PRODUCT DEVELOPMENT 40.00 X 118149 0 25406 1126660 0 154120 6 0 1 0 UNBOUNDED LEARNING 228 PARK AVE S NO 90834 NEW YORK NY 10003 SUBCONTRACT PAYMENTS 430000 WMBE PAYROLLING INC 9475 CHESAPEAKE DR SAN DIEGO CA 92123 TEMP AGENCY 147432 HONIG BUSINESS SOLUTIONS 62 HAYS HILL ROAD PLEASANTVILLE NY 10570 FINANCIAL STRATEGY AND SERVICES 145414 SPYRE MARKETING PO BOX 12349 DENVER CO 80212 MARKETING CONSULTING 122693 S3DX 2305 WARD ST BERKELEY CA 94705 MANAGEMENT CONSULTING 105124 5 514792 5711575 6226367 PROGRAM FEES 611600 821216 821216 821216 31914 31914 865300 868408 -3108 -3108 -3108 7076389 821216 0 28806 625369 78887 546482 1815841 1348140 467701 107200 76631 30569 262308 178784 83524 202558 121247 81311 31784 31784 149290 37322 111968 9987 9987 195613 195613 126393 126393 141144 84486 56658 32935 19713 13222 68501 68501 5586 5586 22497 22497 PRODUCT DEVELOPMENT 2610630 2610630 OTHER 40294 40294 STAFF RECRUITMENT AND D 34066 34066 6481996 4555840 1926156 0 983703 2308516 151382 2440843 988339 133262 273421 5250 66670 188743 186301 8028 2442 913048 700564 1500000 1500000 165840 216727 6301356 6056679 637707 885742 60785 71197 514792 0 463740 0 1677024 956939 X 1678976 2431454 2945356 2668286 4624332 5099740 6301356 6056679 594393 -118985 0 X X 0 1 X 1 0 X 2640574 2775824 2632768 4456471 6226367 18732004 1300581 1163828 1058668 1119415 821216 5463708 3941155 3939652 3691436 5575886 7047583 24195712 0 0 0 24195712 21744 21191 23764 16968 31914 115581 21744 21191 23764 16968 31914 115581 3962899 3960843 3715200 5592854 7079497 24311293 0.99520 0.99590 0.00480 0.00410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14433 14433 0 118012 115570 2442 56298 56298 0 2442 1500000 C 1500000 X 7467750 -118985 520333 401348 7066402 9987 9987 7076389 6992342 520333 520333 6472009 9987 9987 6481996 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, 2022, 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, 2019. THE TAX RETURNS FOR YEARS ENDED JUNE 30, 2019 THROUGH JUNE 30, 2022 ARE STILL SUBJECT TO POTENTIAL AUDIT BY THE INTERNAL REVENUE SERVICE 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. DEFERRED INCOME TAX ASSETS AND LIABILITIES ARISE FROM TEMPORARY DIFFERENCES ASSOCIATED WITH DIFFERENCES BETWEEN CORE'S FINANCIAL STATEMENTS AND TAX BASIS OF ASSETS AND LIABILITIES, AS MEASURED BY THE ENACTED TAX RATES WHICH ARE EXPECTED TO BE IN EFFECT WHEN THESE DIFFERENCES REVERSE. X X X 0 0 0 0 0 0 0 0 0 ARUN RAMANATHAN CEO 291537 0 60000 0 2473 0 12321 0 19953 0 386284 0 0 0 NADYA CHINOY DABBY CHIEF GROWTH OFFICER 186100 0 0 0 1265 0 7800 0 29958 0 225123 0 0 0 JOHANNAH KAPLAN CHIEF TALENT & CULTURE OFFICER 189687 0 0 0 1322 0 7917 0 18696 0 217622 0 0 0 ALLISON CARTER VP EDUCATION PROGRAMS 148625 0 0 0 874 0 6221 0 13831 0 169551 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION UPDATED THEIR BY-LAWS TO INCLUDE TERM LIMITS AND OFFICER TITLES FOR THE BOARD OF DIRECTORS. 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: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. CONSORTIUM ON REACHING EXCELLENCE IN EDUCATION 1300 CLAY STREET STE 600 OAKLAND CA 94612 943264308 EDUCATION CA YES C 331643 2755442 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 215081 FMV CONSORTIUM ON REACHING EXCELLENCE IN EDUCATION P 399987 FMV CONSORTIUM ON REACHING EXCELLENCE IN EDUCATION O 601400 FMV