2022-05-05T08:37:48-05:00 2021-06-30 161092347 MENGEL METZGER BARR & CO LLP 100 CHESTNUT STREET SUITE 1200 ROCHESTER NY 14604 990 2020-07-01 943227655 PIVOT LEARNING PIVO 5102502543 1300 CLAY STREET NO 600 OAKLAND CA 94612 ARUN RAMANATHAN CEO 5102502543 2022-05-03 1 ARUN RAMANATHAN 999009999 MICHELLE CAIN P00150750 5854231860 2022-05-03 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z ARUN RAMANATHAN 1300 CLAY STREET NO 600 OAKLAND CA 94612 5973479 0 X WWW.PIVOTLEARNING.ORG X 1995 CA PIVOT LEARNING'S MISSION IS TO ENSURE A RIGOROUS, RELEVANT, AND INCLUSIVE PUBLIC EDUCATION FOR ALL STUDENTS BY DEVELOPING INSTRUCTIONAL COHERENCE AND IMPROVING TEACHING AND LEARNING. 6 6 28 6 0 0 2632768 4456471 1058668 1119415 23764 26741 0 0 3715200 5602627 0 0 0 0 2673374 2519774 0 0 0 1357081 2030125 4030455 4549899 -315255 1052728 5230904 6301356 1640854 1677024 3590050 4624332 X PIVOT LEARNING'S MISSION IS TO ENSURE A RIGOROUS, RELEVANT, AND INCLUSIVE PUBLIC EDUCATION FOR ALL STUDENTS BY DEVELOPING INSTRUCTIONAL COHERENCE AND IMPROVING TEACHING AND LEARNING. 0 0 92761 1119415 FEE FOR SERVICE REVENUES: DISTRICT PARTNERSHIP COACHING TO IMPROVE THE INSTRUCTIONAL PROGRAMS AND LEADERSHIP SYSTEMS WITHIN DISTRICTS AND SCHOOLS TO BETTER SUPPORT THE EDUCATIONAL ACHEIVEMENT OF STUDENTS. THIS IS DONE THROUGH COACHING WITH DISTRICT AND SCHOOL LEADERS AND PROFESSIONAL DEVELOPMENT TRAINING FOR TEACHERS. 3516322 0 WITH SUPPORT FROM KEY FUNDERS, PIVOT UTILIZED FUNDING TO ACHIEVE THE FOLLOWING PROJECT GOALS: 1) EXPAND COMPANY OPERATIONS, STRATEGY, AND DISTRIBUTION TO ENSURE FUTURE GROWTH OF THE ORGANIZATION. 2) SUPPORT AND LEARN FROM DISTRICT ADOPTION AND IMPLEMENTATION PROJECTS THROUGH REGULAR TOUCH POINTS WITH DISTRICT INSTRUCTIONAL LEADERS REGARDING HOW TO BEST FACILITATE DISTRICT SELECTIONS AND IMPLEMENTATION OF HIGH-QUALITY INSTRUCTIONAL MATERIALS. 3) RESEARCH AND EVALUATE THE DISTRICT STABILITY INDEX, THE FIRST EVER EFFORT TO COLLECT AND PRESENT PUBLICLY AVAILABLE INFORMATION IN FIVE DOMAINS ASSOCIATED WITH A SCHOOL SYSTEM'S ORGANIZATIONAL HEALTH: FINANCIAL MANAGEMENT, PARENT AND COMMUNITY RELATIONS, LABOR RELATIONS, PRINCIPAL AND TEACHER SUPPORT, AND LEADERSHIP AND GOVERNANCE. 4) PROVIDE PREVENTION AND INTERVENTION PROGRAM SERVICES TO REVIEW RPLN AND MTSS PROGRAMS THROUGHOUT CALIFORNIA 3609083 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 52 0 28 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CA X ARON HONIG 5108084154 1300 CLAY STREET STE 600 OAKLAND CA 94612 MIKE HALLET BOARD MEMBER 1.00 X 0 0 0 BUD DOUGHERTY BOARD CHAIR (THRU OCT 2021) 1.00 X X 0 0 0 JOCELYN GARCIA-THOME BOARD MEMBER 1.00 X 0 0 0 LARRY KANE BOARD MEMBER (THRU JUNE 2021) 1.00 X 0 0 0 SARAH BRAYTON BOARD MEMBER 1.00 X 0 0 0 MATTHEW CHAGAN BOARD MEMBER (THRU AUG 2020 1.00 X 0 0 0 LACEY ROBINSON BOARD MEMBER 1.00 X 0 0 0 DOUG BORCHARD BOARD MEMBER 1.00 X 0 0 0 SONJHIA LOWERY BOARD MEMBER 1.00 X 0 0 0 ARUN RAMANATHAN CEO 40.00 X 248632 0 34649 MARK SIMMONS CFO (THRU 1/15/21) 40.00 X 211343 0 42293 JOHANNAH KAPLAN CHIEF TALENT & CULTURE OFFICER 40.00 X 172813 0 27331 ROBERT CURTIS VP EDUCATION PROGRAMS (THRU 7/31/20) 40.00 X 104866 0 20021 NADYA CHINOY DABBY CHIEF GROWTH OFFICER 40.00 X 139125 0 26625 ALLISON CARTER VP EDUCATION PROGRAMS 40.00 X 139125 0 21348 MONICA NG VP EDUCATION PROGRAMS 40.00 X 119250 0 13592 ARIELLE DAVIES DIRECTOR PRODUCT DEVELOPMENT 40.00 X 115971 0 25455 JOYCE HIGHHOUSE DIRECTOR, EDUCATION PROGRAMS 40.00 X 105920 0 8737 1357045 0 220051 9 0 1 0 UNBOUNDED LEARNING 228 PARK AVE S NO 90834 NEW YORK NY 10003 SUBCONTRACT PAYMENTS 287000 EDREPORTS PO BOX 295 DECATUR IL 62525 SUBCONTRACT PAYMENTS 250000 STG CITY SQUARE LLC PO BOX 31001-2117 PASADENA CA 91110 RENT 185085 SPYRE MARKETING PO BOX 12349 DENVER CO 80212 MARKETING CONSULTING 173287 CLARITY INNOVATIONS INC 6700 ALEXANDER BELL DR STE 110 COLUMBIA MD 21046 PRODUCT DEVELOPMENT CONSULTING FIRM 102000 5 466530 3989941 4456471 PROGRAM FEES 611600 1119415 1119415 1119415 16968 16968 380625 370852 9773 9773 9773 5602627 1119415 0 26741 685741 97744 587997 1413025 1413025 25237 19959 5278 223885 174113 49772 171886 110509 61377 6124 6124 117208 29302 87906 4585 4585 85611 45541 40070 126430 126430 145511 106534 38977 113806 83321 30485 7297 7297 1148 1148 15843 15843 PRODUCT DEVELOPMENT 1402605 1402605 STAFF RECRUITMENT AND D 2030 2030 OTHER 1927 1927 4549899 3609083 940816 0 678254 983703 0 151382 1960767 2440843 65306 133262 17655 5250 188743 180715 83397 8028 910946 913048 1500000 1500000 14579 165840 5230904 6301356 477192 637707 163036 60785 476530 514792 524096 463740 1640854 1677024 X 416673 1678976 3173377 2945356 3590050 4624332 5230904 6301356 1052728 -18446 0 X X 0 1 X 1 0 X 3626355 2640574 2775824 2632768 4456471 16131992 1981398 1300581 1163828 1058668 1119415 6623890 5607753 3941155 3939652 3691436 5575886 22755882 0 0 0 22755882 9128 21744 21191 23764 16968 92795 9128 21744 21191 23764 16968 92795 5616881 3962899 3960843 3715200 5592854 22848677 0.99590 0.99530 0.00410 0.00420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14433 14433 0 118012 109984 8028 56298 56298 0 8028 1500000 C 1500000 DUE TO AFFILIATES 463740 463740 X 5579596 -18446 -18446 5598042 4585 4585 5602627 4545314 0 4545314 4585 4585 4549899 PART X, LINE 2: PIVOT IS TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CORE IS A FOR PROFIT ENTITY. PIVOT HAS FILED FOR AND RECEIVED INCOME TAX EXEMPTIONS IN THE VARIOUS JURISDICTIONS WHERE THEY ARE REQUIRED TO DO SO. THE ORGANIZATION FILES FORM 990 TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND IN CALIFORNIA. CORE FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND IN VARIOUS STATES. WITH FEW EXCEPTIONS, AS OF JUNE 30, 2021, THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEAR ENDED PRIOR TO JUNE 30, 2018. THE TAX RETURNS FOR YEAR ENDED JUNE 30, 2018 THROUGH JUNE 30, 2021 ARE STILL SUBJECT TO POTENTIAL AUDIT BY THE INTERNAL REVENUE SERVICE AND STATE TAXING AUTHORITIES. MANAGEMENT OF THE ORGANIZATION BELIEVES THEY HAVE NO MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, THEY HAVE NOT RECOGNIZED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. DEFERRED INCOME TAX ASSETS AND LIABILITIES ARISE FROM TEMPORARY DIFFERENCES ASSOCIATED WITH DIFFERENCES BETWEEN CORE'S FINANCIAL STATEMENTS AND TAX BASIS OF ASSETS AND LIABILITIES, AS MEASURED BY THE ENACTED TAX RATES WHICH ARE EXPECTED TO BE IN EFFECT WHEN THESE DIFFERENCES REVERSE. X X X 0 0 0 0 0 0 0 0 0 ARUN RAMANATHAN CEO 248632 0 0 0 0 0 4196 0 30453 0 283281 0 0 0 MARK SIMMONS CFO (THRU 1/15/21) 211343 0 0 0 0 0 3567 0 38726 0 253636 0 0 0 JOHANNAH KAPLAN CHIEF TALENT & CULTURE OFFICER 172813 0 0 0 0 0 2917 0 24414 0 200144 0 0 0 NADYA CHINOY DABBY CHIEF GROWTH OFFICER 139125 0 0 0 0 0 700 0 25925 0 165750 0 0 0 ALLISON CARTER VP EDUCATION PROGRAMS 139125 0 0 0 0 0 2333 0 19015 0 160473 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THERE IS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE CEO AND CFO AND ANY QUESTIONS AND CHANGES ARE FOLLOWED UP ON WITH THE TAX PREPARATION FIRM. THEN FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO THE FILING OF THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS IS REMINDED OF THE CONFLICT OF INTEREST STATEMENT BEFORE TAKING A VOTE ON ISSUES THAT MAY GENERATE CONFLICTS FORM 990, PART VI, SECTION B, LINE 15 SALARY REVIEWS ARE CONDUCTED BY THE BOARD OF DIRECTORS BY REVIEWING THE 990 FORMS OF SIMILAR ORGANIZATIONS AS WELL AS CONDUCTING AND REVIEWING SALARY SURVEYS PERIODICALLY. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS AND CONFLICT OF INTEREST STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC VIA OUR WEBSITE. OTHER DOCUMENTS CAN BE OBTAINED BY WRITTEN REQUEST TO THE CFO. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. CONSORTIUM ON REACHING EXCELLENCE IN EDU 1300 CLAY STREET STE 600 OAKLAND CA 94612 943264308 EDUCATION CA YES C 136481 2475091 1.00000 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 CONSORTIUM ON REACHING EXELLENCE IN EDU D 463740 FMV CONSORTIUM ON REACHING EXELLENCE IN EDU Q 127274 FMV CONSORTIUM ON REACHING EXELLENCE IN EDU O 429650 FMV