2022-02-25T15:15:24-06:00 2021-06-30 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2020-07-01 300878820 TRANSCEND INC TRAN 9292657890 159 LINCOLN AVENUE HASTINGSONHUDSON NY 10706 JEFFREY WETZLER CO-FOUNDER/CHIEF BUS. DEV. OFFICER 9292657890 2022-02-22 1 JEFFREY WETZLER XXX-XX-XXXX SHANNON CROWLEY P01594935 6177170831 2022-02-22 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z JEFFREY WETZLER 159 LINCOLN AVENUE HASTINGSONHUDSON NY 10706 17619619 0 X HTTP://WWW.TRANSCENDEDUCATION.ORG X 2015 NY TRANSCEND SUPPORTS COMMUNITIES TO CREATE AND SPREAD EXTRAORDINARY, EQUITABLE LEARNING ENVIRONMENTS. 11 9 54 9 0 0 6403064 10935538 3041261 4881934 248181 3935 0 711000 9692506 16532407 0 0 0 0 5253293 6923237 62200 0 413845 2034783 3567527 7350276 10490764 2342230 6041643 17197245 22661904 1168108 591124 16029137 22070780 TRANSCEND SUPPORTS COMMUNITIES TO CREATE AND SPREAD EXTRAORDINARY, EQUITABLE LEARNING ENVIRONMENTS. 0 0 9081337 4881934 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. 9081337 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 75 0 1 54 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 CA CT GA IL MA NJ NY PA TX WI NC AR TN X EMILY RUMMO 9292657890 159 LINCOLN AVE HASTINGSONHUDSON NY 107062012 JEFFREY WETZLER CO-FOUNDER/CHIEF BUS. DEV. OFFICER 40.00 X X 295871 0 22334 AYLON SAMOUHA CO-FOUNDER/CHIEF PROGRAM OFFICER 40.00 X X 293234 0 16984 SUJATA BHATT SENIOR FELLOW IN RESIDENCE 40.00 X 213023 0 1201 JENNIFER CHARLOT SENIOR ADVISOR 40.00 X 186862 0 7848 DIEGO ARAMBULA SENIOR ADVISOR 40.00 X 168429 0 22292 JT SCHILTZ PARTNER, SCHOOL DESIGN 40.00 X 166267 0 18141 NIK NAMBA PARTNER 40.00 X 160031 0 22250 VANESSA RODRIGUEZ DIRECTOR 1.00 X 0 0 0 BROR SAXBERG DIRECTOR 1.00 X 0 0 0 STACEY CHILDRESS DIRECTOR 1.00 X 0 0 0 TREVOR BROWN DIRECTOR 1.00 X 0 0 0 GERARD ROBINSON DIRECTOR 1.00 X 0 0 0 MICHAEL MCAFEE DIRECTOR A/O 4/2021 1.00 X 0 0 0 JEAN-CLAUDE BRIZARD DIRECTOR/CHAIRMAN 1.00 X X 0 0 0 DIANE TAVENNER DIRECTOR/SECRETARY 1.00 X X 0 0 0 ANGEL MORALES DIRECTOR/TREASURER 1.00 X X 0 0 0 1483717 0 111050 23 0 1 0 JNB CONSULTING DBA FRANKLIN STREET STUDI 1613 E 25TH AVENUE DENVER CO 80205 PROGRAM SUPPORT 150449 KATE MEHR 3 N CHERRY GROVE AVENUE ANNAPOLIS MD 21401 PROGRAM SUPPORT 136900 SHEEP PRODUCTIONS INC 663 CAMERON ROAD SOUTH ORANGE NJ 07079 PROGRAM SUPPORT 134790 MITRA GRANT 154 JUNE ROAD NORTH SALEM NY 10560 PROGRAM SUPPORT 111258 BARROW STREET CONSULTING LLC 44601 SMITHS NURSERY ROAD HOLLYWOOD MD 20636 PROGRAM SUPPORT 108634 5 10935538 1254038 10935538 PROJECT REVENUE 900099 4881934 4881934 4881934 31727 31727 1059420 1087212 -27792 -27792 -27792 PPP LOAN FORGIVENESS 900099 711000 711000 711000 16532407 4881934 0 714935 X 643975 353907 128795 161273 5301593 4590284 505785 205524 513947 462809 37477 13661 463722 354008 84598 25116 30240 30240 3239972 3172823 67149 181186 86748 94163 275 100 100 14893 14638 206 49 9250 9250 RECRUITMENT 31392 29500 1892 EQUIPMENT 22595 915 21680 PROFESSIONAL DEVELOPMEN 20794 13123 7671 BANK/FILING FEES 14866 361 6558 7947 2239 2221 18 10490764 9081337 995582 413845 4932450 1856107 11277713 18441043 581200 1590500 357226 698146 10446 17226 38210 58882 17197245 22661904 357108 576124 100000 15000 711000 0 1168108 591124 X 14622902 18050656 1406235 4020124 16029137 22070780 17197245 22661904 6041643 0 X X 0 1 X 1 0 X 4728278 6870105 6694071 6403064 10935538 35631056 4728278 6870105 6694071 6403064 10935538 35631056 14454138 21176918 197675 109287 31727 338689 35969745 15371447 0.58870 0.50100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 16594363 61956 61956 16532407 0 16532407 10552720 61956 61956 10490764 0 10490764 X X X X 1 KATE MEHR 3 N CHERRY GROVE AVE ANNAPOLIS MD 21401 SEE PART IV 0 1447500 143431 0 1447500 143431 AR CA CO CT DC IL MA NY NC OH WA SCHEDULE G, PART I, LINE 2B (I)NAME OF FUNDRAISER: KATE MEHR (II)ACTIVITY: PROSPECT RESEARCH, GRANT WRITING, FUNDER OUTREACH, MEETING SUPPORT X X 0 0 0 0 0 0 0 0 0 JEFFREY WETZLER CO-FOUNDER/CHIEF BUS. DEV. OFFICER 295871 0 0 0 0 0 0 0 22334 0 318205 0 0 0 AYLON SAMOUHA CO-FOUNDER/CHIEF PROGRAM OFFICER 293234 0 0 0 0 0 0 0 16984 0 310218 0 0 0 SUJATA BHATT SENIOR FELLOW IN RESIDENCE 213023 0 0 0 0 0 0 0 1201 0 214224 0 0 0 JENNIFER CHARLOT SENIOR ADVISOR 186862 0 0 0 0 0 0 0 7848 0 194710 0 0 0 DIEGO ARAMBULA SENIOR ADVISOR 168429 0 0 0 0 0 0 0 22292 0 190721 0 0 0 JT SCHILTZ PARTNER, SCHOOL DESIGN 166267 0 0 0 0 0 0 0 18141 0 184408 0 0 0 NIK NAMBA PARTNER 160031 0 0 0 0 0 0 0 22250 0 182281 0 0 0 X 1 1254038 FMV 0 0 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS FOR SECURITIES-PUBLICLY TRADED REPRESENTS THE NUMBER OF DONORS WHO DONATED SECURITIES. 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.