OPEN UP RESOURCES: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- OPEN UP RESOURCES (EIN 47-3240638)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202303179349311830
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-13T19:20:55-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941254756 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOOD & STRONG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 SO MARKET ST STE 200 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 473240638 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPEN UP RESOURCES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OPEN | BusinessNameControlTxt |
| Phone | 8004609216 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 JEFFERSON DR FL 1 | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94025 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JASON ISAACS | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 8004609216 | PhoneNum |
| Signature | 2023-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JASON | PersonFirstNm |
| Person Last | ISAACS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAGA E KISRIEV | PreparerPersonNm |
| PTIN | P01008919 | PTIN |
| Phone | 4089988400 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | JASON ISAACS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 JEFFERSON DR FL 1 | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $56,582,771 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | OPENUPRESOURCES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2015 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO INCREASE EQUITY IN EDUCATION BY MAKING EXCELLENT CURRICULA FREELY AVAILABLE TO DISTRICTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 63 | TotalEmployeeCnt |
| Total Volunteers | 9 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,681,388 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,373,663 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,038,785 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,195,687 | CYProgramServiceRevenueAmt |
| PY Investment Income | $10,097 | PYInvestmentIncomeAmt |
| CY Investment Income | $133,946 | CYInvestmentIncomeAmt |
| PY Other Revenue | $9,549,049 | PYOtherRevenueAmt |
| CY Other Revenue | $14,369,918 | CYOtherRevenueAmt |
| PY Total Revenue | $16,279,319 | PYTotalRevenueAmt |
| CY Total Revenue | $24,073,214 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $331,800 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,917,838 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,116,338 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,289,360 | PYOtherExpensesAmt |
| CY Other Expenses | $13,264,549 | CYOtherExpensesAmt |
| PY Total Expenses | $13,538,998 | PYTotalExpensesAmt |
| CY Total Expenses | $22,380,887 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,740,321 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,692,327 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $29,661,554 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,369,083 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $12,670,183 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,685,385 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $16,991,371 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $18,683,698 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF OPEN UP RESOURCES (OUR) IS TO INCREASE EQUITY IN EDUCATION BY MAKING EXCELLENT CURRICULA FREELY AVAILABLE TO DISTRICTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $16,549,966 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $19,565,605 | RevenueAmt |
| Desc | WHEN OPEN UP RESOURCES BEGAN THEIR JOURNEY IN 2016, SCHOOL DISTRICT LEADERS AND TEACHERS WERE STRUGGLING WITH A LACK OF COMMON CORE STATE STANDARDS(CCSS)-ALIGNED, COMPREHENSIVE CORE ENGLISH LANGUAGE ARTS (ELA) AND MATHEMATICS MATERIALS. THESE STANDARDS RAISED THE BAR FOR TEACHING AND LEARNING MATERIALS, YET THEY WERE LARGELY UNAVAILABLE IN THE MARKET. IN SEPTEMBER 2017, THE NONPROFIT EDREPORTS, A "CONSUMER REPORTS" FOR INSTRUCTIONAL MATERIALS, HIGHLIGHTED THESE GAPS IN THE TEXTBOOK MARKET, FINDING THAT MOST TEXTBOOKS WERE NOT ALIGNED TO THE STANDARDS, DESPITE HAVING HAD SINCE 2012 TO DO SO. OPEN UP RESOURCES DEBUTED WITH A MIDDLE SCHOOL MATHEMATICS CURRICULUM AND AN ELEMENTARY ENGLISH LANGUAGE ARTS PROGRAM, BOTH OF WHICH WERE RATED BEST-IN-CLASS IN THEIR RESPECTIVE CATEGORIES ON EDREPORTS. IT WAS THE FIRST TIME COMPREHENSIVE, CORE CURRICULA THAT WERE FULLY ACCESSIBLE WERE ALSO DEEMED HIGH QUALITY. OUR DISRUPTED THE MARKET, PROVING THAT FREE AND HIGH QUALITY WERE NOT MUTUALLY EXCLUSIVE. NOW, WITH A COMPLETE K-12 CORE CURRICULA OFFERING, SCHOOL AND DISTRICT LEADERS AND TEACHERS NO LONGER STRUGGLE FROM A LACK OF HIGH-QUALITY CCSS-ALIGNED MATERIALS. FURTHERMORE, BECAUSE OUR PUBLISHES THEIR CURRICULA OPENLY ON THEIR WEBSITE, EDUCATORS CAN EASILY ACCESS THESE MATERIALS.OUR PARTNERS WITH CURRICULUM AUTHORS AND SCHOOL DISTRICTS TO BRING THE HIGHEST QUALITY CURRICULUM TO MARKET - WITH A TWIST. UPON PUBLICATION, THESE MATERIALS ARE OPENLY LICENSED, MEANING THEY ARE FREELY AVAILABLE TO EDUCATORS ONLINE SO THAT ANY TEACHER, IN ANY CLASSROOM, IN ANY SCHOOL, IN ANY DISTRICT, CAN ACCESS AND USE THEM TO IMPROVE QUALITY OF INSTRUCTION. ADDITIONALLY, OUR'S MATERIALS ARE CREATED WITH EQUITY AS A FOUNDATIONAL DESIGN PRINCIPLE, INCLUDING RESEARCH-BASED SUPPORT FOR ENGLISH LANGUAGE LEARNERS AND STUDENTS WITH VARYING ABILITIES.TO SUPPORT IMPLEMENTATION OF THEIR OPEN CURRICULA, OUR ESTABLISHED A BENCH OF HIGH-QUALITY TEACHER LEADERS IN RESIDENCE, PROFESSIONAL LEARNING PROVIDERS ACROSS THE COUNTRY, AND AN OPENLY ACCESSIBLE PROFESSIONAL LEARNING COMMUNITY. COMMUNITY COACHES, ALL OF WHOM ARE CURRENT PRACTITIONERS AND MASTER TEACHERS OF OUR CURRICULA FOR EACH GRADE LEVEL, NURTURE THE COMMUNITY THROUGH VIRTUAL PROFESSIONAL LEARNING OPPORTUNITIES. COMMUNITY COACHES ALSO PLAY A KEY ROLE IN OUR'S ANNUAL NATIONAL CONFERENCE, HIVE, WHICH IS AN OPPORTUNITY FOR EDUCATORS FROM AROUND THE COUNTRY TO CONVENE FOR INTENSIVE PROFESSIONAL LEARNING TO SUPPORT THEIR IMPLEMENTATION OF OUR'S CURRICULA.OPEN UP RESOURCES' PORTFOLIO SEEKS TO INCLUDE THE HIGHEST-QUALITY, STANDARDS-BASED K-12 CURRICULA. THIS INCLUDES VALIDATION FROM RESPECTED THIRD-PARTY ENTITIES, EVIDENCE OF EFFICACY, EFFECTIVE SUPPORT FOR MULTILINGUAL LEARNERS, INCLUSIVE STRATEGIES FOR STUDENTS WITH VARYING ABILITIES, EMBEDDED CULTURALLY-RELEVANT PEDAGOGY, AND PROFESSIONAL LEARNING THAT IS INCLUSIVE AND CULTURALLY CONSIDERATE. OUR HAS BUILT A BUSINESS MODEL THAT ENABLES THEM TO FUND THE NECESSARY DEVELOPMENT AND PRODUCTIZATION OF NEW PROGRAMS AS WELL AS MAINTENANCE OF EXISTING PROGRAMS. WITH REVENUE-GENERATING SERVICES THAT WRAP AROUND THE OPENLY ACCESSIBLE CURRICULUM (LOW-COST PRINT SERVICES, KITTED TRADE BOOKS, AND PROFESSIONAL LEARNING), THE ORGANIZATION IS FINANCIALLY SELF-SUSTAINING.OUR NOW HAS A COMPLETE PORTFOLIO OF CURRICULA IN K-12 MATHEMATICS AND ENGLISH LANGUAGE ARTS. AS OF 2020, OUR IS A SELF-SUSTAINING ORGANIZATION WITH REVENUE FROM SALES OF IMPLEMENTATION AND PRINT SERVICES SUPPORTING THEIR OPERATIONS. OVER 3 MILLION STUDENTS HAVE BEEN SERVED BY THE OUR CURRICULA, AND THEY ARE ON TRACK TO SERVE AN ADDITIONAL 1 MILLION STUDENTS BY THE END OF 2023. | Desc |
| Total Program Service Expenses | $16,549,966 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 232 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 63 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RACHEL MARTINEZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8004609216 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 JEFFERSON DR FL 1 | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94025 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| KAREN COWE | ||||||||
| CHAIRMAN | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ANN CLARK | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JUDY WURTZEL | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ANU MALIPATIL | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARIA DEL ROSARIO ZAVALA | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMAL EASON | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MAYA GOODALL | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MORA SEGAL | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ERIKA WATSON | ||||||||
| BOARD MEMBER (THRU FEB 2022) | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JESSICA ANNE REID SLIWERSKI | ||||||||
| CHIEF EXEC OFFICER (THRU OCT 2022) | 50.00 | Yes (X) | $338,660 | $0 | $34,764 | |||
| VANDANA VIJAY HARIHARAN | ||||||||
| CHIEF FINANCIAL OFFICER | 50.00 | Yes (X) | $237,000 | $0 | $29,955 | |||
| RACHEL F MARTINEZ | ||||||||
| SECRETARY | 50.00 | Yes (X) | $209,250 | $0 | $33,753 | |||
| JASON NICHOLAS ISAACS | ||||||||
| CHIEF REV OFFR (THRU SEP 2022)/CEO | 50.00 | Yes (X) | $150,000 | $0 | $19,421 | |||
| CEDAR MATHIS | ||||||||
| CHIEF OPERATING OFFICER | 50.00 | $205,669 | $0 | $44,389 | Yes (X) | |||
| ABBY LYNNE JOHNSON | ||||||||
| MANAGING DIRECTOR, FIELD TEAM | 50.00 | $276,468 | $0 | $34,214 | Yes (X) | |||
| DANIEL GRAHAM BLAKER | ||||||||
| MANAGING DIR, PRODUCT & ENGINEERING | 50.00 | $185,403 | $0 | $37,445 | Yes (X) | |||
| GINGER KAMRATH | ||||||||
| CUSTOMER SUCCESS DIRECTOR, P'SHIPS | 50.00 | $179,945 | $0 | $32,097 | Yes (X) | |||
| JAMIE MOYER RIGGS | ||||||||
| CUSTOMER SUCCESS DIRECTOR | 50.00 | $179,944 | $0 | $22,081 | Yes (X) | |||
| KRISTOPHER JAMES CHILDS | ||||||||
| CHIEF ACAD & SOC JUSTICE OFFICER | 50.00 | $180,335 | $0 | $26,119 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,142,674 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $314,238 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 27 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LSC COMMUNICATIONS | |||||
| PO BOX 842291 | BOSTON | MA | 022842291 | PRINTING | $15,879,881 |
| CLASSROOM LIBRARY | |||||
| 3901 UNION BLVD STE 155 | ST LOUIS | MO | 63115 | PRINTING | $12,963,612 |
| EL EDUCATION | |||||
| 247 WEST 35TH ST 8TH FL | NEW YORK | NY | 10001 | PROFESSIONAL DEVELOPMENT | $6,332,584 |
| KIDDOM | |||||
| PO BOX 882071 | SAN FRANCISCO | CA | 94188 | PROFESSIONAL DEVELOPMENT | $1,670,909 |
| BETTERLESSONS | |||||
| 86A SHERMAN STREET | CAMBRIDGE | MA | 02140 | PROFESSIONAL DEVELOPMENT | $1,228,432 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 14 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $2,649,700 | GovernmentGrantsAmt |
| All Other Contributions | $1,723,963 | AllOtherContributionsAmt |
| Total Contributions | $4,373,663 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EDUCATOR TRAINING REV | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $5,195,687 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,195,687 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,195,687 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $133,946 | TotalRevenueColumnAmt |
| Exclusion | $133,946 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $46,879,374 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $32,509,557 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,369,817 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,369,817 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $101 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $101 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $101 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,073,214 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $19,565,605 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $133,946 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,302,861 | TotalAmt |
| Program Services | $848,170 | ProgramServicesAmt |
| Management And General | $454,691 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,255,604 | TotalAmt |
| Program Services | $4,089,763 | ProgramServicesAmt |
| Management And General | $2,165,841 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,313 | TotalAmt |
| Program Services | $154,275 | ProgramServicesAmt |
| Management And General | $84,038 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $785,203 | TotalAmt |
| Program Services | $510,879 | ProgramServicesAmt |
| Management And General | $274,324 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $534,357 | TotalAmt |
| Program Services | $334,560 | ProgramServicesAmt |
| Management And General | $199,797 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,692 | TotalAmt |
| Management And General | $92,692 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,806 | TotalAmt |
| Management And General | $196,806 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,883,015 | TotalAmt |
| Program Services | $5,403,345 | ProgramServicesAmt |
| Management And General | $1,479,670 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $618,126 | TotalAmt |
| Program Services | $572,616 | ProgramServicesAmt |
| Management And General | $45,510 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,875 | TotalAmt |
| Management And General | $49,875 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $673,196 | TotalAmt |
| Program Services | $189,927 | ProgramServicesAmt |
| Management And General | $483,269 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,015 | TotalAmt |
| Management And General | $16,015 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $511,890 | TotalAmt |
| Program Services | $366,884 | ProgramServicesAmt |
| Management And General | $145,006 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $702,556 | TotalAmt |
| Program Services | $684,100 | ProgramServicesAmt |
| Management And General | $18,456 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,773 | TotalAmt |
| Program Services | $6,575 | ProgramServicesAmt |
| Management And General | $81,198 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| TRAINING COSTS | $3,366,579 | $3,366,579 | |
| DUES AND SUBS, MISC | $39,893 | $7,252 | $32,641 |
| SUPPLIES | $26,133 | $15,041 | $11,092 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,380,887 | TotalAmt |
| Program Services | $16,549,966 | ProgramServicesAmt |
| Management And General | $5,830,921 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $270,182 | BOYAmt |
| EOY | $233,395 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,269,002 | BOYAmt |
| EOY | $12,025,954 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,462,583 | BOYAmt |
| EOY | $2,822,112 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,390,574 | BOYAmt |
| EOY | $12,644,562 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,572,588 | BOYAmt |
| EOY | $4,379,928 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,696,625 | BOYAmt |
| EOY | $4,263,132 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,661,554 | BOYAmt |
| EOY | $36,369,083 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,665,613 | BOYAmt |
| EOY | $7,634,457 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,004,570 | BOYAmt |
| EOY | $10,050,928 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,670,183 | BOYAmt |
| EOY | $17,685,385 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,784,406 | BOYAmt |
| EOY | $18,683,698 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $206,965 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,991,371 | BOYAmt |
| EOY | $18,683,698 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,661,554 | BOYAmt |
| EOY | $36,369,083 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,692,327 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,137,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,373,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,010,500 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,681,388 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,373,663 | CurrentTaxYearAmt |
| Total | $11,575,551 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,880,195 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,506,283 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,039,972 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,254,182 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $52,075,162 | CurrentTaxYearAmt |
| Total | $196,755,794 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,017,195 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,879,283 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40,050,472 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,935,570 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $56,448,825 | CurrentTaxYearAmt |
| Total | $208,331,345 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,137,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,373,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,850,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $220,000 | CurrentTaxYearMinus1YearAmt |
| Total | $4,580,000 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $16,744,682 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,197,633 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $222,078 | CurrentTaxYearAmt |
| Total | $22,164,393 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,137,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,373,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,594,682 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,417,633 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $222,078 | CurrentTaxYearAmt |
| Total | $26,744,393 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $181,586,952 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $43,772 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,208 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,097 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $133,946 | CurrentTaxYearAmt |
| Total | $199,053 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $43,772 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,208 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,097 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $133,946 | CurrentTaxYearAmt |
| Total | $199,053 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,388 | CurrentTaxYearMinus4YearsAmt |
| Total | $6,388 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,023,613 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,923,055 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40,061,680 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,945,667 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $56,582,771 | CurrentTaxYearAmt |
| Total | $208,536,786 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.87080 | PublicSupportCY509Pct |
| Public Support PY509 | 0.81910 | PublicSupportPY509Pct |
| Investment Income CY | 0.00100 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00040 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2018 AMOUNT: $ 6,388. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEPOSITS | $28,901 |
| PREPAID REVENUE SHARE COSTS | $4,234,231 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $4,263,132 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $20,706,635 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | -$3,366,579 | OtherRevenueAmt |
| Revenue Not Reported | -$3,366,579 | RevenueNotReportedAmt |
| Revenue Subtotal | $24,073,214 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $24,073,214 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $19,014,308 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $19,014,308 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $3,366,579 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $3,366,579 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $22,380,887 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | OUR IS A NONPROFIT ORGANIZATION EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (CODE) AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE FINANCIAL STATEMENTS. IN ADDITION, OUR HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE CODE. ACCOUNTING STANDARDS REQUIRE AN ORGANIZATION TO EVALUATE ITS TAX POSITIONS AND RECORD A LIABILITY FOR ANY POSITIONS THAT WOULD NOT BE CONSIDERED MORE LIKELY THAN NOT TO BE UPHELD UNDER A TAX AUTHORITY EXAMINATION. MANAGEMENT HAS EVALUATED ITS TAX POSITIONS AND HAS CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS AND THAT NO PROVISION FOR AN UNCERTAIN TAX LIABILITY IS NECESSARY AT DECEMBER 31, 2022. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | TRAINING COSTS RECLASSIFIED TO EXPENSES -3,366,579. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | TRAINING COSTS RECLASSIFIED TO EXPENSES 3,366,579. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (1) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JESSICA ANNE REID SLIWERSKI | ||||||||||||||
| CHIEF EXEC OFFICER (THRU OCT 2022) | $334,656 | $0 | $4,004 | $0 | $0 | $0 | $15,343 | $0 | $19,421 | $0 | $373,424 | $0 | $0 | $0 |
| ABBY LYNNE JOHNSON | ||||||||||||||
| MANAGING DIRECTOR, FIELD TEAM | $110,000 | $0 | $166,468 | $0 | $0 | $0 | $6,001 | $0 | $28,213 | $0 | $310,682 | $0 | $0 | $0 |
| VANDANA VIJAY HARIHARAN | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $209,000 | $0 | $28,000 | $0 | $0 | $0 | $1,742 | $0 | $28,213 | $0 | $266,955 | $0 | $0 | $0 |
| CEDAR MATHIS | ||||||||||||||
| CHIEF OPERATING OFFICER | $200,000 | $0 | $5,669 | $0 | $0 | $0 | $16,176 | $0 | $28,213 | $0 | $250,058 | $0 | $0 | $0 |
| RACHEL F MARTINEZ | ||||||||||||||
| SECRETARY | $181,250 | $0 | $28,000 | $0 | $0 | $0 | $8,229 | $0 | $25,524 | $0 | $243,003 | $0 | $0 | $0 |
| DANIEL GRAHAM BLAKER | ||||||||||||||
| MANAGING DIR, PRODUCT & ENGINEERING | $180,000 | $0 | $5,403 | $0 | $0 | $0 | $9,308 | $0 | $28,137 | $0 | $222,848 | $0 | $0 | $0 |
| GINGER KAMRATH | ||||||||||||||
| CUSTOMER SUCCESS DIRECTOR, P'SHIPS | $100,000 | $0 | $79,945 | $0 | $0 | $0 | $3,884 | $0 | $28,213 | $0 | $212,042 | $0 | $0 | $0 |
| KRISTOPHER JAMES CHILDS | ||||||||||||||
| CHIEF ACAD & SOC JUSTICE OFFICER | $175,000 | $0 | $5,335 | $0 | $0 | $0 | $8,331 | $0 | $17,788 | $0 | $206,454 | $0 | $0 | $0 |
| JAMIE MOYER RIGGS | ||||||||||||||
| CUSTOMER SUCCESS DIRECTOR | $100,000 | $0 | $79,944 | $0 | $0 | $0 | $10,482 | $0 | $11,599 | $0 | $202,025 | $0 | $0 | $0 |
| JASON NICHOLAS ISAACS | ||||||||||||||
| CHIEF REV OFFR (THRU SEP 2022)/CEO | $150,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $19,421 | $0 | $169,421 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 6 | FormAndLineReferenceDesc |
| Explanation | MOST SALES EMPLOYEES EARNED A COMMISSION CALCULATED AS 1.5% OF THEIR INDIVIDUAL GOAL, HALF OF WHICH WAS EARNED WHEN THE COMPANY SHARED GOAL WAS ACHIEVED, AND THE OTHER HALF EARNED WHEN THEIR OWN INDIVIDUAL GOAL WAS ACHIEVED. DIRECTORS EARNED 1/3 OF THEIR COMMISSIONS WHEN THE INDIVIDUAL GOAL WAS MET, 1/3 WHEN THEIR TEAM GOAL WAS MET, AND THE LAST 1/3 WHEN THE COMPANY SHARED GOAL WAS MET. MOST SALES EMPLOYEES ALSO EARNED A STRETCH COMMISSION WHEN THEY MET THEIR STRETCH GOALS. THE RENEWAL SALES TEAM RECEIVED A SPECIFIC DOLLAR FIGURE FOR THE OVERALL SHARED GOAL, AND THEIR TEAM GOAL. THE COMMISSION PAYMENTS FOR ABBY JOHNSON, MANAGING DIRECTOR, FIELD TEAM, ARE NOT CONTINGENT ON THE NET EARNINGS OF THE ORGANIZATION. SHE RECEIVED SPECIFIC DOLLAR AMOUNTS BASED ON ACHIEVING THE OVERALL SALES GOAL AND AN INCENTIVE FOR EXCEEDING THE SALES GOAL. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| IGNITE READING PBC | |||
| ENTITY MORE THAN 35% OWNED BY JESSICA SLIWERSKI, CEO (THRU OCT 2022) | $3,466,000 | ON OCTOBER 5, 2022, OUR SOLD ITS SOFTWARE PROGRAM TO A NEWLY FORMED ENTITY, IGNITE! READING, A PUBLIC BENEFIT CORPORATION ("IGNITE!"). JESSICA REID SLIWERSKI, OUR'S FORMER CEO THROUGH OCTOBER 2022, IS THE CO-FOUNDER AND CEO OF IGNITE! BECAUSE THE ORGANIZATION LICENSED TO SCHOOL DISTRICTS, THE INDIVIDUAL LICENSES AS A PRACTICAL MATTER COULD NOT BE TRANSFERRED TO IGNITE! UNTIL THE AGREEMENTS THEN IN EFFECT EXPIRED AT THE END OF THE LICENSEE SCHOOL DISTRICTS' SCHOOL YEARS. INSTEAD, THE ORGANIZATION AGREED TO COLLECT FEES AND PAYMENTS AND PAY THEM OVER TO IGNITE!. IGNITE! TOOK OVER THE OBLIGATIONS OF MAINTAINING AND PROVIDING THE SOFTWARE TO THE ORGANIZATION'S CUSTOMERS. THE RELATIONSHIP WAS DISCONTINUED IN JUNE OF 2023. THE ORGANIZATION'S MANAGEMENT AND BOARD OF DIRECTORS USED ALL PROPER CONFLICT OF INTEREST AND OTHER GOVERNANCE PROCESSES WHILE SETTING UP AGREEMENTS BETWEEN THE TWO UNRELATED ENTITIES. | 0 |
| JASON ISAACS LLC | |||
| ENTITY MORE THAN 35% OWNED BY JASON ISAACS, CEO | $141,750 | OUR EMPLOYS JASON ISAACS AS THE ORGANIZATION'S CEO. IN ADDITION, THE ORGANIZATION RETAINED HIS LIMITED LIABILITY COMPANY TO PERFORM CERTAIN EXTRAORDINARY SERVICES DURING THE 2022 YEAR ON A ONE-TIME BASIS. | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | UPON COMPLETION OF THE DRAFT, THE FORM 990 WAS REVIEWED IN A MEETING BETWEEN THE CFO, THE FINANCE TEAM MEMBERS, AND THE PREPARER OF THE FORM 990. A COPY OF THE FINAL FORM 990 WAS FURNISHED TO ALL BOARD MEMBERS. PAID PREPARERS PRESENTED THE 990 AT A BOARD MEETING AND RESPONDED TO QUESTIONS FROM BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REGULARLY REQUESTS BOARD MEMBERS, OFFICERS, KEY EMPLOYEES DISCLOSE FINANCIAL AND OTHER RELATIONSHIPS THAT COULD POTENTIALLY RESULT IN A CONFLICT OF INTEREST. SHOULD SUCH A CONFLICT ARISE, THE BOARD MEMBERS SHALL ASSIGN A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. IF THE BOARD OF DIRECTORS OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE AN INDIVIDUAL HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE INDIVIDUAL AND AFFORD SAID AN OPPORTUNITY TO EXPLAIN. APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION MAY BE TAKEN AS DETERMINED BY THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CHIEF OF STAFF COMPLETES AN ANNUAL MARKET ANALYSIS FOR COMPENSATION WHICH INCLUDES COMPETITIVE ANALYSIS PUBLICLY AVAILABLE, MULTIPLE REVIEWS OF 990, IRS NONPROFIT SALARY BENCHMARKING, AND UPDATES THE JOB ARCHITECTURE PROGRAM DOCUMENT TO INCLUDE SALARY RANGES FOR ALL EMPLOYEES. THE CEO AND SENIOR LEADERSHIP TEAM REVIEWS THIS DOCUMENT AND APPROVES ANNUALLY. THE BOARD OF DIRECTORS PERFORMS AN ANNUAL REVIEW FOR THE CEO COMPENSATION BENCHMARKING, AND APPROVES THE CEO SALARY VIA THE GOVERNANCE COMMITTEE. THE CEO WORKS WITH THE CHIEF OF STAFF TO EVALUATE THE SENIOR LEADERSHIP TEAM'S ANNUAL SALARY, WHICH FOLLOWS THE SAME PROCESS OF EXTERNAL COMPARISONS AND EVALUATION OF THE TOTAL REWARDS PACKAGE, WITH FINANCIAL APPROVAL FROM THE CFO. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE ALL MADE AVAILABLE UPON REQUEST FOR THE SAME TIME PERIOD SET FORTH IN SEC. 6104(D). |
| FORM 990, PART IX, LINE 11G | GRANT EXPENSES: PROGRAM SERVICE EXPENSES 3,689,836. MANAGEMENT AND GENERAL EXPENSES 1,010,438. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,700,274. ELA CONTENT: PROGRAM SERVICE EXPENSES 73,758. MANAGEMENT AND GENERAL EXPENSES 20,198. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 93,956. MATH CONTENT: PROGRAM SERVICE EXPENSES 1,088,190. MANAGEMENT AND GENERAL EXPENSES 297,994. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,386,184. MATH WRITERS: PROGRAM SERVICE EXPENSES 522,373. MANAGEMENT AND GENERAL EXPENSES 143,049. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 665,422. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 29,188. MANAGEMENT AND GENERAL EXPENSES 7,991. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 37,179. |
Comments