2023-05-15T15:17:58-05:00 2022-06-30 390974031 WEGNER CPAS LLP 419 N LEE ST ALEXANDRIA VA 223142301 990 2021-07-01 352645251 GRADIENT LEARNING GRAD 9493284148 340 S LEMON AVE 6119 WALNUT CA 91789 ANDREW GOLDIN EXECUTIVE DIRECTOR 9493284148 2023-05-12 1 ANDREW GOLDIN 999009999 GLENN MILLER CPA P00086726 7035190990 2023-05-09 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z ANDREW GOLDIN 340 S LEMON AVE 6119 WALNUT CA 91789 36763800 0 X GRADIENTLEARNING.ORG X 2018 CA SEE SCHEDULE O. 4 4 120 4 0 0 31250000 36750000 0 0 0 0 21500 13800 31271500 36763800 0 0 0 0 13070541 13997180 0 0 0 7391411 10147703 20461952 24144883 10809548 12618917 26856355 39564552 1706584 1795864 25149771 37768688 X SEE SCHEDULE O. 0 0 10169328 0 0 IMPLEMENTATION SUCCESS - THE IMPLEMENTATION SUCCESS TEAM PROVIDES 1:1 COACHING AND SUPPORT TO ALL SCHOOL PARTNERS AND A SET OF DISTRICT LEADERS. THE TEAM SUPPORTS SCHOOLS WITH ONGOING PROGRESS MONITORING AND PROGRAM IMPROVEMENT BY ENGAGING IN REGULAR DATA-ANALYSIS AND GAP ACTION PLANNING. ADDITIONALLY, THE TEAM ASSESSES THE SITE-LEVEL CONDITIONS AND INSTRUCTIONAL QUALITY THAT DEMONSTRATE EXCELLENCE WITHIN THE PROGRAM. 3615740 0 0 ACADEMICS - THE ACADEMICS TEAM PROVIDES PROJECT-BASED AND SELF-DIRECTED LEARNING RESOURCES TO PARTNER SCHOOLS AS WELL AS THE ASSOCIATED ASSESSMENTS AND SUPPORTS FOR ACCESSIBILITY AND DIFFERENTIATION. THE TEAM MAINTAINS RUBRICS TO ASSESS COGNITIVE \SKILLS WHILE CONTINUOUSLY FINE TUNING AND IMPROVING CURRICULUM OFFERINGS. 2311358 0 0 ALONG - ALONG IS AN INTERACTIVE VIDEO JOURNAL THAT HELPS TEACHERS GUIDE THEIR STUDENTS TO REFLECT AND GROW - NO MATTER THE LEARNING SETTING - BY COMBINING RESEARCH-INFORMED RESOURCES WITH EFFICIENT COMMUNICATION. 2158030 0 0 MARKETING & COMMUNICATIONS - THE MARKETING & COMMUNICATIONS TEAM PROVIDES ON-THE-GROUND COMMUNICATIONS SUPPORT TO SCHOOL LEADERS ACROSS THE COUNTRY AND DEVELOPS TEMPLATE COMMUNICATIONS MATERIALS AND COORDINATED MEDIA OUTREACH. 1172557 0 0 TRAINING & CONVENING - GRADIENT LEARNING HOSTS SUMMER TRAINING SESSIONS TO PREPARE SCHOOL LEADERS AND TEACHERS TO IMPLEMENT THE SUMMIT LEARNING PROGRAM. IN ADDITION, GRADIENT HOSTS FALL & SPRING CONVENINGS FOR SCHOOL LEADERS AND TEACHERS PROVIDING ONGOING SUPPORT TO OUR PARTNER SCHOOLS. APPROXIMATELY 8,000 SCHOOL LEADERS AND TEACHERS ATTEND TRAININGS AND CONVENINGS. 1011888 0 0 GROWTH & DISTRICT SUCCESS - THE GROWTH & DISTRICT SUCCESS TEAM COMPLETES FULL RECRUITMENT CYCLES FOR THE NEXT COHORT OF SUMMIT LEARNING PROGRAM SCHOOLS. THIS INCLUDES, BUT IS NOT LIMITED TO, APPLICATION PROCESS SUPPORT AND ENROLLMENT/ONBOARDING FOR NEW SCHOOLS. 4342475 0 0 20438901 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 0 1 0 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 49 0 120 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X BENJAMIN ROH 9493284148 340 S LEMON AVE STE 6119 WALNUT CA 91789 PRISCILLA CHAN MD CHAIR 1.00 4.50 X X 0 0 0 DIANE TAVENNER SECRETARY 1.00 0.00 X X 0 0 0 ROB BEARDEN BOARD MEMBER 1.00 0.00 X 0 0 0 ALEX HERNANDEZ BOARD MEMBER 1.00 0.00 X 0 0 0 ANDREW GOLDIN EXECUTIVE DIRECTOR 40.00 0.00 X 453546 0 36949 BENJAMIN ROH CFO/COO 40.00 0.00 X 287127 0 23895 JOY KNOX MD OF INFO SYSTEMS & SECUR 40.00 0.00 X 265735 0 39877 ANDY HOANG CHIEF MARKETING OFFICER 40.00 0.00 X 209919 0 31773 WHITNEY METZGER MD GROWTH 40.00 0.00 X 171377 0 27741 BRITTANY MAUNEY CHIEF OF STAFF 40.00 0.00 X 153962 0 15217 DHEERAJ DASS MARNENI SR SALESFORCE DEVELOPER 40.00 0.00 X 142754 0 18989 1684420 0 194441 36 0 1 0 AMAZON WEB SERVICES INC PO BOX 84023 SEATTLE WA 98124 WEB HOSTING 1849114 SALESFORCECOM INC 415 MISSION STREET 3RD FLOOR SAN FRANCISCO CA 94105 CUSTOMER RELATIONSHIP MANAGEMENT 569230 SNOWFLAKE INC PO BOX 734951 DALLAS TX 75373 SOFTWARE 509628 GMMB INC 3050 K STREET NW SUITE 100 WASHINGTON DC 20007 CONSULTING SERVICES 364001 AMERICAN EXPRESS GBT US LLC 101 HUDSON STREET 34TH FLOOR JERSEY CITY NJ 07302 CONSULTING SERVICES 359660 17 36750000 36750000 13800 13800 13800 36763800 0 0 13800 839083 686047 153036 10085976 8292260 1793716 660583 540102 120481 1558145 1273962 284183 853393 697747 155646 165903 165903 38513 38513 1386527 1201002 185525 1642586 1642530 56 42492 10316 32176 5225534 4799155 426379 798606 702931 95675 618386 537209 81177 100004 24281 75723 128506 31202 97304 646 157 489 24144883 20438901 3705982 0 25235487 36185429 940278 1322322 330334 301484 120459 28850 560131 2027951 26856355 39564552 1706584 1795864 1706584 1795864 X 25149771 37768688 25149771 37768688 26856355 39564552 12618917 0 X 0 1 X 1 0 X 7000000 33262000 31250000 36750000 108262000 7000000 33262000 31250000 36750000 108262000 46834054 61427946 21500 13800 35300 108297300 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 21,500. 2021 AMOUNT: $ 13,800. SCHEDULE A, PART II: THE 2018 COLUMN ON SCHEDULE A, PART II REPRESENTS THE SHORT TAX YEAR BEGINNING AUGUST 10, 2018 AND ENDING JUNE 30, 2019. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 330334 301484 28850 28850 DEPOSITS 2027951 2027951 36763800 0 36763800 0 36763800 24144883 0 24144883 0 24144883 X X X 0 0 0 0 0 0 0 0 0 ANDREW GOLDIN EXECUTIVE DIRECTOR 323546 0 130000 0 0 0 28815 0 8134 0 490495 0 0 0 BENJAMIN ROH CFO/COO 258582 0 28545 0 0 0 18175 0 5720 0 311022 0 0 0 JOY KNOX MD OF INFO SYSTEMS & SECUR 239124 0 26611 0 0 0 17103 0 22774 0 305612 0 0 0 ANDY HOANG CHIEF MARKETING OFFICER 188607 0 21312 0 0 0 13533 0 18240 0 241692 0 0 0 WHITNEY METZGER MD GROWTH 154297 0 17080 0 0 0 11113 0 16628 0 199118 0 0 0 BRITTANY MAUNEY CHIEF OF STAFF 138600 0 15362 0 0 0 9781 0 5436 0 169179 0 0 0 DHEERAJ DASS MARNENI SR SALESFORCE DEVELOPER 128600 0 14154 0 0 0 9130 0 9859 0 161743 0 0 0 FORM 990, PART I, LINE 1 GRADIENT LEARNING OVERSEES THE SUMMIT LEARNING AND ALONG PROGRAMS. THE SUMMIT LEARNING PROGRAM IS A RESEARCHED-BASED APPROACH TO EDUCATION DESIGNED TO DRIVE STUDENT ENGAGEMENT, STRONG STUDENT-TEACHER CONNECTIONS, AND MASTERY-BASED LEARNING. THE PROGRAM EQUIPS TEACHERS WITH COMPREHENSIVE TOOLS, TECHNOLOGY, AND RESOURCES TO ENSURE EVERY STUDENT IS MOTIVATED AND SUPPORTED TO REACH THEIR POTENTIAL, BOTH WITHIN THE CLASSROOM AND BEYOND. THE ALONG PROGRAM IS AN INTERACTIVE VIDEO JOURNAL THAT HELPS TEACHERS GUIDE THEIR STUDENTS TO REFLECT AND GROW - NO MATTER THE LEARNING SETTING - BY COMBINING RESEARCH-INFORMED RESOURCES WITH EFFICIENT COMMUNICATION. ACROSS THE NATION, GRADIENT LEARNING SERVES MORE THAN 80,000 STUDENTS AND PARTNERS WITH NEARLY 400 SCHOOLS, WHOSE DIVERSE COMMUNITIES ARE REPRESENTED THROUGH DISTRICT, CHARTER AND INDEPENDENT SCHOOLS. FORM 990, PART III, LINE 1 GRADIENT LEARNING OVERSEES THE SUMMIT LEARNING AND ALONG PROGRAMS. THE SUMMIT LEARNING PROGRAM IS A RESEARCHED-BASED APPROACH TO EDUCATION DESIGNED TO DRIVE STUDENT ENGAGEMENT, STRONG STUDENT-TEACHER CONNECTIONS, AND MASTERY-BASED LEARNING. THE PROGRAM EQUIPS TEACHERS WITH COMPREHENSIVE TOOLS, TECHNOLOGY, AND RESOURCES TO ENSURE EVERY STUDENT IS MOTIVATED AND SUPPORTED TO REACH THEIR POTENTIAL, BOTH WITHIN THE CLASSROOM AND BEYOND. THE ALONG PROGRAM IS AN INTERACTIVE VIDEO JOURNAL THAT HELPS TEACHERS GUIDE THEIR STUDENTS TO REFLECT AND GROW - NO MATTER THE LEARNING SETTING - BY COMBINING RESEARCH-INFORMED RESOURCES WITH EFFICIENT COMMUNICATION. ACROSS THE NATION, GRADIENT LEARNING SERVES MORE THAN 80,000 STUDENTS AND PARTNERS WITH NEARLY 400 SCHOOLS, WHOSE DIVERSE COMMUNITIES ARE REPRESENTED THROUGH DISTRICT, CHARTER AND INDEPENDENT SCHOOLS. FORM 990, PART VI, SECTION A, LINE 7A CHAN ZUCKERBERG INITIATIVE, LLC DESIGNATES TWO MEMBERS OF THE BOARD OF DIRECTORS, SUCH DIRECTORS APPROVE THE APPOINTING, ELECTING, OR REMOVING OF ANY DIRECTOR OF THE ORGANIZATION INCLUDING FILLING ANY VACANCY OF THE BOARD. THE CZI DESIGNATED DIRECTORS ALSO MUST APPROVE ANY EXTRAORDINARY CORPORATE ACTIONS (E.G., MERGER, DISSOLUTION). FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED BY THE ORGANIZATION'S AUDIT COMMITTEE AND BOARD OF DIRECTORS BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS DISCLOSE POTENTIAL CONFLICTS OF INTEREST ON AN ANNUAL BASIS. IN THE EVENT A CONFLICT OF INTEREST ARISES, THE PERSON INVOLVED WILL BE KEPT FROM PARTICIPATING IN DISCUSSING, REPORTING, OR VOTING ON THE ISSUE. A MEMBER MAY ALSO RECUSE THEMSELVES FROM THE PARTICULAR ISSUE. DECISIONS REGARDING THE OUTCOME WILL BE DEPENDENT ON THE NATURE OF THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 SALARIES ARE SET BY USING COMPARABLE DATA PER JOB FUNCTION AND THEN TAKING INTO ACCOUNT GEOGRAPHICAL LOCATION. THE BOARD OF DIRECTORS SETS THE EXECUTIVE DIRECTOR'S SALARY. ALL OTHER SALARIES ARE REVIEWED/APPROVED BY THE HR MANAGER, HIRING MANAGER, HIRING MANAGER'S DIRECT SUPERVISOR, THE CHIEF OF STAFF AND THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST, DOCUMENTS REQUIRED BY APPLICABLE LAW TO BE MADE AVAILABLE FOR PUBLIC INSPECTION WILL BE DISCLOSED. CHAN ZUCKERBERG INITIATIVE ADVOCACY 314 LYTTON AVENUE PALO ALTO CA 94301 813742328 SOCIAL WELFARE CA 501(C)(4) N/A N/A 0 CHAN ZUCKERBERG INITIATIVE FOUNDATION 314 LYTTON AVENUE PALO ALTO CA 94301 455002209 GRANTMAKING CA 501(C)(3) PF N/A 0 OPENNESS FOUNDATION 314 LYTTON AVENUE PALO ALTO CA 94301 270889149 GRANTMAKING CA 501(C)(3) PF N/A 0 CHAN ZUCKERBERG BIOHUB INC 499 ILLINOIS STREET SAN FRANCISCO CA 94158 811669175 MEDICAL RESEARCH CA 501(C)(3) LINE 4 N/A 0 FWDUS EDUCATION FUND INC PO BOX 34506 WASHINGTON DC 20043 820962378 EDUCATION DE 501(C)(3) LINE 7 FWDUS INC 0 FWDUS INC PO BOX 34506 WASHINGTON DC 20043 462223015 SOCIAL WELFARE DE 501(C)(4) N/A N/A 0 THE PRIMARY SCHOOL LAB 1765 E BAYSHORE ROAD SUITE A2 EAST PALO ALTO CA 94303 364858582 SOCIAL WELFARE CA 501(C)(4) N/A N/A 0 THE PRIMARY SCHOOL - EAST PALO ALTO 2086 CLARKE STREET EAST PALO ALTO CA 94303 473334579 EDUCATION CA 501(C)(3) LINE 2 N/A 0 META PLATFORMS INC 1601 WILLOW ROAD MENLO PARK CA 94025 201665019 SOCIAL MEDIA SERVICE COMPANY DE N/A C 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FORM 990, SCHEDULE R, PART II AND PART IV THE DISCLOSED ENTITIES UNDER THIS SECTION MAY TECHNICALLY BE CONSIDERED "RELATED ORGANIZATIONS" FOR IRS FORM 990 REPORTING PURPOSES THROUGH THEIR RELATIONSHIP WITH ONE OF CZI'S FOUNDERS, GIVEN CZI'S PARTNERSHIP WITH GRADIENT LEARNING. THESE ENTITIES ARE OTHERWISE UNAFFILIATED WITH AND DO NOT CONTROL GRADIENT LEARNING. (AS PART OF THE PARTNERSHIP BETWEEN CZI AND GRADIENT LEARNING, CZI PROVIDES PRO BONO SUPPORT, INCLUDING TECHNOLOGY SUPPORT, FOR THE SUMMIT LEARNING PLATFORM (SLP). CZI STAFF WORKING ON SLP FOLLOW THE SAME PRIVACY AND SECURITY POLICIES TO WHICH SLP HOLDS ITSELF AND ITS SERVICE PROVIDERS.) DATA IS USED FOR EDUCATIONAL PURPOSES ONLY AND IS NEITHER SOLD NOR SHARED WITH ANY OF THE DISCLOSED ENTITIES. SEE HTTPS://WWW.SUMMITLEARNING.ORG/PRIVACY-CENTER FOR MORE INFORMATION. META PLATFORMS, INC. MAY TECHNICALLY BE CONSIDERED A "RELATED ORGANIZATION" FOR IRS FORM 990 REPORTING PURPOSES THROUGH ITS RELATIONSHIP WITH ONE OF CZI'S FOUNDERS, GIVEN CZI'S PARTNERSHIP WITH GRADIENT LEARNING. META PLATFORMS, INC. IS OTHERWISE UNAFFILIATED WITH AND DOES NOT CONTROL GRADIENT LEARNING. (AS PART OF THE PARTNERSHIP BETWEEN CZI AND GRADIENT LEARNING, CZI PROVIDES PRO BONO SUPPORT, INCLUDING TECHNOLOGY SUPPORT, FOR THE SUMMIT LEARNING PLATFORM (SLP). CZI STAFF WORKING ON SLP FOLLOW THE SAME PRIVACY AND SECURITY POLICIES TO WHICH SLP HOLDS ITSELF AND ITS SERVICE PROVIDERS.) DATA IS USED FOR EDUCATIONAL PURPOSES ONLY AND IS NEITHER SOLD NOR SHARED WITH ANY OF THE DISCLOSED ENTITIES. SEE HTTPS://WWW.SUMMITLEARNING.ORG/PRIVACY-CENTER FOR MORE INFORMATION. ONE OF CZI'S FOUNDERS ALSO HAS A CONTROLLING INTEREST IN SEVERAL PASSIVE INVESTMENT VEHICLES. THESE INVESTMENT VEHICLES, THE TAX-EXEMPT ENTITIES DISCLOSED UNDER PART II ABOVE, AND META PLATFORMS, INC. AS DISCLOSED UNDER PART IV ABOVE, MAY TECHNICALLY BE CONSIDERED "RELATED ORGANIZATIONS" OF GRADIENT LEARNING FOR IRS FORM 990 REPORTING PURPOSES THROUGH THEIR RELATIONSHIP WITH ONE OF CZI'S FOUNDERS, GIVEN CZI'S PARTNERSHIP WITH GRADIENT LEARNING. EACH OF THESE DISCLOSED ENTITIES IS OTHERWISE UNAFFILIATED WITH AND DOES NOT CONTROL GRADIENT LEARNING. (AS PART OF THE PARTNERSHIP BETWEEN CZI AND GRADIENT LEARNING, CZI PROVIDES PRO BONO SUPPORT, INCLUDING TECHNOLOGY SUPPORT, FOR THE SUMMIT LEARNING PLATFORM (SLP). CZI STAFF WORKING ON SLP FOLLOW THE SAME PRIVACY AND SECURITY POLICIES TO WHICH SLP HOLDS ITSELF AND ITS SERVICE PROVIDERS.) DATA IS USED FOR EDUCATIONAL PURPOSES ONLY AND IS NEITHER SOLD NOR SHARED WITH ANY OF THESE DISCLOSED ENTITIES. SEE HTTPS://WWW.SUMMITLEARNING.ORG/PRIVACY-CENTER FOR MORE INFORMATION.