TRANSCEND INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- TRANSCEND INC (EIN 30-0878820)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-02-25
- IRS object ID
- 202210569349301146
- Schema version
- 2020v4.2
- 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 | 2022-02-25T15:15:24-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 BATTERYMARCH PARK SUITE 100 | AddressLine1Txt |
| City | QUINCY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02169 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300878820 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRANSCEND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRAN | BusinessNameControlTxt |
| Phone | 9292657890 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 159 LINCOLN AVENUE | AddressLine1Txt |
| City | HASTINGSONHUDSON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10706 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY WETZLER | PersonNm |
| Person Title | CO-FOUNDER/CHIEF BUS. DEV. OFFICER | PersonTitleTxt |
| Phone | 9292657890 | PhoneNum |
| Signature | 2022-02-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEFFREY | PersonFirstNm |
| Person Last | WETZLER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHANNON CROWLEY | PreparerPersonNm |
| PTIN | P01594935 | PTIN |
| Phone | 6177170831 | PhoneNum |
| Preparation | 2022-02-22 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEFFREY WETZLER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 159 LINCOLN AVENUE | AddressLine1Txt |
| City | HASTINGSONHUDSON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10706 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,619,619 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://WWW.TRANSCENDEDUCATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2015 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TRANSCEND SUPPORTS COMMUNITIES TO CREATE AND SPREAD EXTRAORDINARY, EQUITABLE LEARNING ENVIRONMENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 54 | TotalEmployeeCnt |
| Total Volunteers | 9 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,403,064 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,935,538 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,041,261 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,881,934 | CYProgramServiceRevenueAmt |
| PY Investment Income | $248,181 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,935 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $711,000 | CYOtherRevenueAmt |
| PY Total Revenue | $9,692,506 | PYTotalRevenueAmt |
| CY Total Revenue | $16,532,407 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | 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 | $5,253,293 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,923,237 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $62,200 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $413,845 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,034,783 | PYOtherExpensesAmt |
| CY Other Expenses | $3,567,527 | CYOtherExpensesAmt |
| PY Total Expenses | $7,350,276 | PYTotalExpensesAmt |
| CY Total Expenses | $10,490,764 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,342,230 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,041,643 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $17,197,245 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,661,904 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,168,108 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $591,124 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $16,029,137 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $22,070,780 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TRANSCEND SUPPORTS COMMUNITIES TO CREATE AND SPREAD EXTRAORDINARY, EQUITABLE LEARNING ENVIRONMENTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $9,081,337 | ExpenseAmt |
| Revenue | $4,881,934 | RevenueAmt |
| Desc | TRANSCEND'S MISSION IS TO SUPPORT COMMUNITIES TO CREATE AND SPREAD EXTRAORDINARY, EQUITABLE LEARNING ENVIRONMENTS. FOUNDED IN 2015, TRANSCEND HAS PARTNERED WITH OVER 200 SCHOOLS AND 50 SYSTEMS WHICH COLLECTIVELY SERVE NEARLY 500,000 STUDENTS IN 30 STATES ACROSS THE COUNTRY. AS A RESEARCH AND DEVELOPMENT (R&D) HUB FOR THE EDUCATION FIELD, TRANSCEND PROVIDES SCHOOLS AND SYSTEMS WITH RESEARCH-BACKED, COMMUNITY-DRIVEN MODELS, RESOURCES, AND CAPACITY SO THEY CAN MAKE SIGNIFICANT LEAPS TO REIMAGINE THE FUTURE OF EDUCATION. TRANSCEND IS A NONPROFIT THAT OPERATES WITH A FULLY REMOTE, NATIONWIDE TEAM. | Desc |
| Total Program Service Expenses | $9,081,337 | 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 | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | 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 | Yes (1) | 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 | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | 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 | 75 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 54 | 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 | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | 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 | 0 | 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 | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EMILY RUMMO | PersonNm |
| Phone | 9292657890 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 159 LINCOLN AVE | AddressLine1Txt |
| City | HASTINGSONHUDSON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 107062012 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| JEFFREY WETZLER | |||||||
| CO-FOUNDER/CHIEF BUS. DEV. OFFICER | 40.00 | Yes (X) | Yes (X) | $295,871 | $0 | $22,334 | |
| AYLON SAMOUHA | |||||||
| CO-FOUNDER/CHIEF PROGRAM OFFICER | 40.00 | Yes (X) | Yes (X) | $293,234 | $0 | $16,984 | |
| SUJATA BHATT | |||||||
| SENIOR FELLOW IN RESIDENCE | 40.00 | $213,023 | $0 | $1,201 | Yes (X) | ||
| JENNIFER CHARLOT | |||||||
| SENIOR ADVISOR | 40.00 | $186,862 | $0 | $7,848 | Yes (X) | ||
| DIEGO ARAMBULA | |||||||
| SENIOR ADVISOR | 40.00 | $168,429 | $0 | $22,292 | Yes (X) | ||
| JT SCHILTZ | |||||||
| PARTNER, SCHOOL DESIGN | 40.00 | $166,267 | $0 | $18,141 | Yes (X) | ||
| NIK NAMBA | |||||||
| PARTNER | 40.00 | $160,031 | $0 | $22,250 | Yes (X) | ||
| VANESSA RODRIGUEZ | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BROR SAXBERG | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STACEY CHILDRESS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TREVOR BROWN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GERARD ROBINSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL MCAFEE | |||||||
| DIRECTOR A/O 4/2021 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEAN-CLAUDE BRIZARD | |||||||
| DIRECTOR/CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DIANE TAVENNER | |||||||
| DIRECTOR/SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANGEL MORALES | |||||||
| DIRECTOR/TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,483,717 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $111,050 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 23 | 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 |
|---|---|---|---|---|---|
| JNB CONSULTING DBA FRANKLIN STREET STUDI | |||||
| 1613 E 25TH AVENUE | DENVER | CO | 80205 | PROGRAM SUPPORT | $150,449 |
| KATE MEHR | |||||
| 3 N CHERRY GROVE AVENUE | ANNAPOLIS | MD | 21401 | PROGRAM SUPPORT | $136,900 |
| SHEEP PRODUCTIONS INC | |||||
| 663 CAMERON ROAD | SOUTH ORANGE | NJ | 07079 | PROGRAM SUPPORT | $134,790 |
| MITRA GRANT | |||||
| 154 JUNE ROAD | NORTH SALEM | NY | 10560 | PROGRAM SUPPORT | $111,258 |
| BARROW STREET CONSULTING LLC | |||||
| 44601 SMITHS NURSERY ROAD | HOLLYWOOD | MD | 20636 | PROGRAM SUPPORT | $108,634 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $10,935,538 | AllOtherContributionsAmt |
| Noncash Contributions | $1,254,038 | NoncashContributionsAmt |
| Total Contributions | $10,935,538 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROJECT REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $4,881,934 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,881,934 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,881,934 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,727 | TotalRevenueColumnAmt |
| Exclusion | $31,727 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,059,420 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,087,212 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$27,792 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$27,792 | TotalRevenueColumnAmt |
| Exclusion | -$27,792 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PPP LOAN FORGIVENESS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $711,000 | TotalRevenueColumnAmt |
| Exclusion | $711,000 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $711,000 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,532,407 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,881,934 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $714,935 | 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 | $643,975 | TotalAmt |
| Program Services | $353,907 | ProgramServicesAmt |
| Management And General | $128,795 | ManagementAndGeneralAmt |
| Fundraising | $161,273 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,301,593 | TotalAmt |
| Program Services | $4,590,284 | ProgramServicesAmt |
| Management And General | $505,785 | ManagementAndGeneralAmt |
| Fundraising | $205,524 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $513,947 | TotalAmt |
| Program Services | $462,809 | ProgramServicesAmt |
| Management And General | $37,477 | ManagementAndGeneralAmt |
| Fundraising | $13,661 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $463,722 | TotalAmt |
| Program Services | $354,008 | ProgramServicesAmt |
| Management And General | $84,598 | ManagementAndGeneralAmt |
| Fundraising | $25,116 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,240 | TotalAmt |
| Management And General | $30,240 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,239,972 | TotalAmt |
| Program Services | $3,172,823 | ProgramServicesAmt |
| Management And General | $67,149 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,186 | TotalAmt |
| Program Services | $86,748 | ProgramServicesAmt |
| Management And General | $94,163 | ManagementAndGeneralAmt |
| Fundraising | $275 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100 | TotalAmt |
| Management And General | $100 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,893 | TotalAmt |
| Program Services | $14,638 | ProgramServicesAmt |
| Management And General | $206 | ManagementAndGeneralAmt |
| Fundraising | $49 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,250 | TotalAmt |
| Management And General | $9,250 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| RECRUITMENT | $31,392 | $29,500 | $1,892 | |
| EQUIPMENT | $22,595 | $915 | $21,680 | |
| PROFESSIONAL DEVELOPMEN | $20,794 | $13,123 | $7,671 | |
| BANK/FILING FEES | $14,866 | $361 | $6,558 | $7,947 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,239 | TotalAmt |
| Program Services | $2,221 | ProgramServicesAmt |
| Management And General | $18 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,490,764 | TotalAmt |
| Program Services | $9,081,337 | ProgramServicesAmt |
| Management And General | $995,582 | ManagementAndGeneralAmt |
| Fundraising | $413,845 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,932,450 | BOYAmt |
| EOY | $1,856,107 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,277,713 | BOYAmt |
| EOY | $18,441,043 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $581,200 | BOYAmt |
| EOY | $1,590,500 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $357,226 | BOYAmt |
| EOY | $698,146 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,446 | BOYAmt |
| EOY | $17,226 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,210 | BOYAmt |
| EOY | $58,882 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,197,245 | BOYAmt |
| EOY | $22,661,904 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $357,108 | BOYAmt |
| EOY | $576,124 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,000 | BOYAmt |
| EOY | $15,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $711,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,168,108 | BOYAmt |
| EOY | $591,124 | 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 | $14,622,902 | BOYAmt |
| EOY | $18,050,656 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,406,235 | BOYAmt |
| EOY | $4,020,124 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,029,137 | BOYAmt |
| EOY | $22,070,780 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,197,245 | BOYAmt |
| EOY | $22,661,904 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $6,041,643 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,728,278 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,870,105 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,694,071 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,403,064 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,935,538 | CurrentTaxYearAmt |
| Total | $35,631,056 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,728,278 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,870,105 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,694,071 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,403,064 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,935,538 | CurrentTaxYearAmt |
| Total | $35,631,056 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $14,454,138 | SubstantialContributorsTotAmt |
| Public Support Total170 | $21,176,918 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $197,675 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $109,287 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,727 | CurrentTaxYearAmt |
| Total | $338,689 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $35,969,745 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $15,371,447 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.58870 | PublicSupportCY170Pct |
| Public Support PY170 | 0.50100 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 |
| Total Rev Etc Audited Fincl Stmt | $16,594,363 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $61,956 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $61,956 | RevenueNotReportedAmt |
| Revenue Subtotal | $16,532,407 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $16,532,407 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,552,720 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $61,956 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $61,956 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,490,764 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,490,764 | TotalExpensesPerForm990Amt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATE MEHR | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 N CHERRY GROVE AVE | AddressLine1Txt |
| City | ANNAPOLIS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | SEE PART IV | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $1,447,500 | GrossReceiptsAmt |
| Retained By Contractor | $143,431 | RetainedByContractorAmt |
| Net To Organization | $0 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,447,500 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $143,431 | TotalRetainedByContractorsAmt |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B | FormAndLineReferenceDesc |
| Explanation | (I)NAME OF FUNDRAISER: KATE MEHR (II)ACTIVITY: PROSPECT RESEARCH, GRANT WRITING, FUNDER OUTREACH, MEETING SUPPORT | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 | 0 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JEFFREY WETZLER | ||||||||||||||
| CO-FOUNDER/CHIEF BUS. DEV. OFFICER | $295,871 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $22,334 | $0 | $318,205 | $0 | $0 | $0 |
| AYLON SAMOUHA | ||||||||||||||
| CO-FOUNDER/CHIEF PROGRAM OFFICER | $293,234 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $16,984 | $0 | $310,218 | $0 | $0 | $0 |
| SUJATA BHATT | ||||||||||||||
| SENIOR FELLOW IN RESIDENCE | $213,023 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $1,201 | $0 | $214,224 | $0 | $0 | $0 |
| JENNIFER CHARLOT | ||||||||||||||
| SENIOR ADVISOR | $186,862 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $7,848 | $0 | $194,710 | $0 | $0 | $0 |
| DIEGO ARAMBULA | ||||||||||||||
| SENIOR ADVISOR | $168,429 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $22,292 | $0 | $190,721 | $0 | $0 | $0 |
| JT SCHILTZ | ||||||||||||||
| PARTNER, SCHOOL DESIGN | $166,267 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $18,141 | $0 | $184,408 | $0 | $0 | $0 |
| NIK NAMBA | ||||||||||||||
| PARTNER | $160,031 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $22,250 | $0 | $182,281 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,254,038 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER OF CONTRIBUTIONS FOR SECURITIES-PUBLICLY TRADED REPRESENTS THE NUMBER OF DONORS WHO DONATED SECURITIES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS DRAFTED WITH THE SUPPORT OF THE TAX PREPARER, BOOKKEEPER AND OPERATIONS STAFF. THE FORM 990 IS THEN REVIEWED BY THE LEADERSHIP TEAM AND ANY CHANGES ARE MADE. ONCE FINALIZED, THE FORM 990 IS FORWARDED TO THE BOARD FOR REVIEW AND APPROVAL PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL BOARD MEMBERS REVIEW AND CONFIRM THEY WILL UPHOLD TRANSCEND'S BOARD OF DIRECTORS' CONFLICT OF INTEREST POLICY ANNUALLY. IF A DIRECTOR OR OFFICER HAS A FINANCIAL OR PERSONAL INTEREST IN ANY MATTER COMING BEFORE THE BOARD, THE BOARD MUST ENSURE THE INTEREST IS FULLY DISCLOSED. THE INTERESTED PERSON IS NOT INVOLVED IN VOTING ON THE TRANSACTION WITH THE POSSIBLE CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD IS RESPONSIBLE FOR SETTING CO-FOUNDER COMPENSATION. THE CO-FOUNDERS, IN CLOSE COLLABORATION WITH THE PARTNER WHO LEADS FINANCE AND HR, SET EMPLOYEE COMPENSATION. THE PROCESS TAKES INTO ACCOUNT THESE KEY FACTORS: 1)THE ORGANIZATION'S OVERALL CURRENT AND ANTICIPATED FINANCIAL HEALTH 2)COMPENSATION BENCHMARKS FOR ANALOGOUS ROLES IN ANALOGOUS ORGANIZATIONS OR THOSE DOING SIMILAR WORK (MARKET-VALUE FOR THE ROLE) 3) TEAM-WIDE PERFORMANCE 4) INDIVIDUAL PERFORMANCE 5) INTERNAL EQUITY CHECK AND 6) LOCAL GEOGRAPHY, AS ALL COMPENSATION IS SET TO NYC LEVEL AND THEN ADJUSTED BY LOCAL COST OF LABOR. A MEMBER OF THE BOARD, WHO IS AN HR EXPERT, REVIEWS THE COMPENSATION ADJUSTMENTS ANNUALLY FOR EQUITY AND FAIRNESS. ALL DISCUSSIONS AND DECISIONS WERE DOCUMENTED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONSULTANTS: PROGRAM SERVICE EXPENSES 2,353,189. MANAGEMENT AND GENERAL EXPENSES 2,686. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,355,875. CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 817,934. MANAGEMENT AND GENERAL EXPENSES 64,463. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 882,397. HONORARIUMS: PROGRAM SERVICE EXPENSES 1,700. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,700. |
| PART XII, LINE 2C | THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT AUDITING FIRM. |