2021-01-27T16:55:00-06:00 2020-06-30 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990 2019-07-01 300878820 TRANSCEND INC TRAN 9292657890 159 LINCOLN AVENUE HASTINGSONHUDSON NY 10706 JEFFREY WETZLER CO-FOUNDER/CHIEF BUS. DEV. OFFICER 9292657890 2021-01-26 1 LAURA J KENNEY P00202198 6177170831 2021-01-26 2019 2022-09-23 18:48:47Z JEFFREY WETZLER 159 LINCOLN AVENUE HASTINGSONHUDSON NY 10706 13915960 0 X HTTP://WWW.TRANSCENDEDUCATION.ORG X 2015 NY TRANSCEND SUPPORTS COMMUNITIES TO CREATE AND SPREAD EXTRAORDINARY, EQUITABLE LEARNING ENVIRONMENTS. 10 8 40 8 0 0 6694071 6403064 2675885 3041261 197675 248181 0 0 9567631 9692506 0 0 0 0 3915058 5253293 64770 62200 377598 1948086 2034783 5927914 7350276 3639717 2342230 14037820 17197245 314117 1168108 13723703 16029137 TRANSCEND SUPPORTS COMMUNITIES TO CREATE AND SPREAD EXTRAORDINARY, EQUITABLE LEARNING ENVIRONMENTS. 0 0 6130858 3041261 TRANSCEND IS A NATIONAL NONPROFIT THAT SUPPORTS COMMUNITIES TO CREATE AND SPREAD EXTRAORDINARY, EQUITABLE LEARNING ENVIRONMENTS. WE PLAY TWO ROLES IN THE FIELD:1. WE SUPPORT COMMUNITIES TO IGNITE AND ADVANCE DESIGN JOURNEYS SO THAT MORE AND MORE OF THEM ARE EAGER AND READY TO CREATE LEARNING ENVIRONMENTS THAT PREPARE ALL CHILDREN TO THRIVE IN AND TRANSFORM THE WORLD.2. WE PARTNER WITH SCHOOLS AND OTHER ENTITIES TO BUILD, CODIFY AND SPREAD HIGH-IMPACT, INNOVATIVE MODELS, SO COMMUNITIES HAVE A GREATER RANGE OF OUTSTANDING, RELEVANT OPTIONS TO ADAPT INTO THEIR UNIQUE CONTEXTS. 6130858 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 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 51 0 1 40 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 8 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 X EMILY RUMMO 9292657890 159 LINCOLN AVE HASTINGSONHUDSON NY 107062012 JEFFREY WETZLER CO-FOUNDER/CHIEF BUS. DEV. OFFICER 40.00 X X 290319 0 19117 AYLON SAMOUHA CO-FOUNDER/CHIEF PROGRAM OFFICER 40.00 X X 286547 0 17782 SUJATA BHATT SENIOR FELLOW IN RESIDENCE 40.00 X 198288 0 6501 JENNIFER CHARLOT PARTNER 40.00 X 182304 0 6796 DIEGO ARAMBULA PARTNER: BUILD MODELS 40.00 X 156819 0 19073 BRITTANY ERICKSON PARTNER 40.00 X 156422 0 13334 EMILY RUMMO PARTNER 40.00 X 151816 0 5534 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 JEAN-CLAUDE BRIZARD DIRECTOR/CHAIRMAN A/O 6/11/20 1.00 X X 0 0 0 DIANE TAVENNER DIRECTOR/SECRETARY 1.00 X X 0 0 0 ANGEL MORALES DIRECTOR/TREASURER A/O 6/11/20 1.00 X X 0 0 0 1422515 0 88137 16 0 1 0 BLUEPRINT EDUCATION COUNSULTING 2109 PEACH STREET AUSTIN TX 78704 PROGRAM SUPPORT 210337 KATE MEHR 3 N CHERRY GROVE AVENUE ANNAPOLIS MD 21401 PROGRAM/FUNDRAISING SUPPORT 185250 KATHLEEN BOWEN 536 TRIADELPHIA WAY ALEXANDRIA VA 22312 PROGRAM SUPPORT 131355 BARROW STREET CONSULTING LLC 44601 SMITHS NURSERY ROAD HOLLYWOOD MD 20636 PROGRAM SUPPORT 109200 GREATER GOOD STUDIO LLC 2864 N MILWAUKEE AVE CHICAGO IL 60618 PROGRAM SUPPORT 108119 5 6403064 450000 6403064 PROJECT REVENUE 900099 3041261 3041261 3041261 109287 109287 4362348 4223454 138894 138894 138894 9692506 3041261 0 248181 X 652871 489051 65588 98232 3957428 3376241 403783 177404 303751 251343 44002 8406 339243 284638 35570 19035 18525 18525 62200 62200 1378381 1283761 94603 17 147504 99612 47134 758 10777 4391 6386 372539 295240 67609 9690 7774 7774 PROFESSIONAL DEVELOPMEN 40071 7511 31730 830 EVENTS 37735 37735 EQUIPMENT 17291 759 16532 MISCELLANEOUS 3000 576 1398 1026 1186 1186 7350276 6130858 841820 377598 2948688 4932450 8874280 11277713 1790410 581200 392534 357226 10446 31908 38210 14037820 17197245 251517 357108 62600 100000 0 711000 314117 1168108 X 10913293 14622902 2810410 1406235 13723703 16029137 14037820 17197245 2342230 -36796 0 X X 0 1 X 1 0 X 2476500 4728278 6870105 6694071 6403064 27172018 2476500 4728278 6870105 6694071 6403064 27172018 13405090 13766928 197675 109287 306962 27478980 10515513 0.50100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 PAYCHECK PROTECTION PROGRAM 711000 711000 9801076 -36796 145366 108570 9692506 0 9692506 7495642 145366 145366 7350276 0 7350276 X X X X 1 KATE MEHR 3 N CHERRY GROVE AVE ANNAPOLIS MD 21401 SEE PART IV 0 0 62200 0 62200 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 290319 0 0 0 0 0 0 0 19117 0 309436 0 0 0 AYLON SAMOUHA CO-FOUNDER/CHIEF PROGRAM OFFICER 286547 0 0 0 0 0 0 0 17782 0 304329 0 0 0 SUJATA BHATT SENIOR FELLOW IN RESIDENCE 198288 0 0 0 0 0 0 0 6501 0 204789 0 0 0 JENNIFER CHARLOT PARTNER 182304 0 0 0 0 0 0 0 6796 0 189100 0 0 0 DIEGO ARAMBULA PARTNER: BUILD MODELS 156819 0 0 0 0 0 0 0 19073 0 175892 0 0 0 BRITTANY ERICKSON PARTNER 156422 0 0 0 0 0 0 0 13334 0 169756 0 0 0 EMILY RUMMO PARTNER 151816 0 0 0 0 0 0 0 5534 0 157350 0 0 0 X 1 450000 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 1,074,900. MANAGEMENT AND GENERAL EXPENSES 3,962. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,078,862. DESIGNERS: PROGRAM SERVICE EXPENSES 770. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 770. CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 206,641. MANAGEMENT AND GENERAL EXPENSES 90,641. FUNDRAISING EXPENSES 17. TOTAL EXPENSES 297,299. HONORARIUMS: PROGRAM SERVICE EXPENSES 1,450. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,450. 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.