2021-11-09T17:54:43-06:00 2020-12-31 941254756 HOOD & STRONG LLP 275 BATTERY STREET STE 900 SAN FRANCISCO CA 94111 990 2020-01-01 473240638 OPEN UP RESOURCES OPEN 8004609216 1600 EL CAMINO REAL NO 155 MENLO PARK CA 94025 JESSICA SLIWERSKI CHIEF EXECUTIVE OFFICER 8004609216 2021-10-29 1 JESSICA SLIWERSKI 999009999 MAGA E KISRIEV P01008919 4157810793 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z JESSICA SLIWERSKI 1600 EL CAMINO REAL NO 155 MENLO PARK CA 94025 40061680 0 X OPENUPRESOURCES.ORG X 2015 CA TO INCREASE EQUITY IN EDUCATION BY MAKING EXCELLENT CURRICULA FREELY AVAILABLE TO DISTRICTS. 6 6 42 7 0 0 1373000 2010500 4455426 5292299 43772 11208 10122348 12632149 15994546 19946156 0 360000 0 0 5340952 5322037 0 0 0 8025240 7525534 13366192 13207571 2628354 6738585 13743970 24989011 6231505 10737961 7512465 14251050 X THE MISSION OF OPEN UP RESOURCES (OUR) IS TO INCREASE EQUITY IN EDUCATION BY MAKING EXCELLENT CURRICULA FREELY AVAILABLE TO DISTRICTS. 0 1 10117376 360000 17924448 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 OPEN WERE ALSO DEEMED HIGH QUALITY. OPEN UP RESOURCES DISRUPTED THE MARKET, PROVING THAT FREE AND HIGH QUALITY WERE NOT MUTUALLY EXCLUSIVE. TWO YEARS AFTER RELEASING ITS FIRST TWO CURRICULA, EDREPORTS NOW SHOWS 19 MATHEMATICS PROGRAMS AS HIGH QUALITY, WITH 15 OF THOSE IN THE MIDDLE SCHOOL CATEGORY. IN ELEMENTARY ELA THERE ARE NOW 11 FULLY ALIGNED PROGRAMS. SCHOOL DISTRICT LEADERS AND TEACHERS NO LONGER STRUGGLE WITH A LACK OF OPTIONS FOR HIGH-QUALITY CCSS-ALIGNED MATERIALS. FURTHERMORE, BECAUSE OPEN UP RESOURCES PUBLISHES ITS CURRICULA OPENLY ON ITS WEBSITE, EDUCATORS ALSO NO LONGER STRUGGLE TO EASILY ACCESS THESE MATERIALS. AT THE END OF 2017, SIX MONTHS AFTER RELEASING ITS FIRST CURRICULUM, OPEN UP RESOURCES HAD REACHED AT LEAST 70,000 STUDENTS ACROSS 25 STATES. BECAUSE THE CURRICULUM IS OPEN, IT IS UNKNOWN PRECISELY HOW MANY EDUCATORS WERE ACCESSING THE MATERIALS NATIONALLY. TODAY, OPEN UP RESOURCES HAS REACHED AT LEAST ONE MILLION CHILDREN ACROSS THE ENTIRE COUNTRY. HIGH-POVERTY DISTRICTS LIKE SHELBY COUNTY (MEMPHIS), DETROIT, AND OAKLAND ARE AMONGST THE MORE THAN 1,300 SCHOOL DISTRICTS USING AN OPEN UP RESOURCES CURRICULUM.THE OPEN UP RESOURCES PORTFOLIO NOW INCLUDES THE HIGHEST-QUALITY PK-12 CURRICULA, WITH GREEN RATINGS BY EDREPORTS, VALIDATION FROM OTHER RESPECTED ENTITIES, EMBEDDED SUPPORTS FOR ENGLISH LEARNERS AND STUDENTS WITH DISABILITIES, CULTURALLY RELEVANT PEDAGOGY, AND EFFECTIVE PROFESSIONAL LEARNING. OUR IS LEADING A TRANSFORMATION IN THE INSTRUCTIONAL MATERIALS MARKET BY BECOMING AN ANTI-RACIST ORGANIZATION AND INFUSING EVERY PROGRAM, PARTNERSHIP, AND PRACTICE WITH THIS INTENTIONALITY SO THAT THE CURRICULUM CAN CATALYZE ANTI-RACIST NORMS, STRUCTURES, PRACTICES, POLICIES IN EDUCATION AND SOCIETY. THE ORGANIZATION HAS BUILT A BUSINESS MODEL THAT ENABLES IT TO FUND THE NECESSARY DEVELOPMENT AND PRODUCTIZING OF NEW PROGRAMS AS WELL AS MAINTENANCE OF EXISTING PROGRAMS. 10117376 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 49 0 1 42 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X RACHEL MARTINEZ 8004609216 1600 EL CAMINO REAL NO 155 MENLO PARK CA 94025 JIM BILDNER CHAIRMAN 2.00 X X 0 0 0 CAROL DIXON-WOLFOLK BOARD MEMBER 2.00 X 0 0 0 JUDY WURTZEL BOARD MEMBER 2.00 X 0 0 0 MARK ATKINSON BOARD MEMBER 2.00 X 0 0 0 KAREN COWE BOARD MEMBER 2.00 X 0 0 0 ERIKA WATSON BOARD MEMBER 2.00 X 0 0 0 PHIL DARO BOARD MEMBER (THRU 2/12/20) 2.00 X 0 0 0 JESSICA ANNE REID SLIWERSKI CHIEF EXECUTIVE OFFICER 50.00 X 277275 0 62786 VANDANA VIJAY HARIHARAN TREASURER & CFO 50.00 X 211157 0 0 RACHEL F MARTINEZ SECRETARY & CHIEF OF STAFF 50.00 X 153063 0 26632 JASON NICHOLAS ISAACS CHIEF REVENUE OFFICER 50.00 X 258716 0 6660 TAMMY BAUMANN CHIEF ACADEMIC OFFICER 50.00 X 196249 0 47177 EMILY SUSAN SCHU CHIEF PRODUCT OFFICER 50.00 X 199319 0 26963 CEDAR MATHIS CHIEF OPERATING OFFICER 50.00 X 156511 0 48259 DANIEL GRAHAM BLAKER MANAGING DIR, PRODUCT & ENGINEERING 50.00 X 170115 0 37044 ABBY LYNNE JOHNSON MANAGING DIRECTOR, FIELD TEAM 50.00 X 160083 0 26100 TABITHA SAVAGE REGIONAL DEVELOPMENT MANAGER 50.00 X 141845 0 34085 JAMIE RIGGS K-12 CUSTOMER SUCCESS MANAGER 50.00 X 136398 0 30523 GINGER KAMRATH CUSTOMER SUCCESS MANAGER 50.00 X 136413 0 27351 2197144 0 373580 19 0 1 0 CLASSROOM LIBRARY 3901 UNION BLVD STE 155 ST LOUIS MO 63115 PRINTING 8241376 LSC COMMUNICATIONS PO BOX 842291 BOSTON MA 022842291 PRINTING 7128347 EL EDUCATION 247 WEST 35TH ST 8TH FL NEW YORK NY 10001 PROFESSIONAL DEVELOPMENT 6204311 BETTERLESSONS 86A SHERMAN STREET CAMBRIDGE MA 02140 PROFESSIONAL DEVELOPMENT 3517499 KIDDOM PO BOX 882071 SAN FRANCISCO CA 94188 PROFESSIONAL DEVELOPMENT 2606645 11 2010500 2010500 EDUCATOR TRAINING REV 611710 5292299 5292299 5292299 11208 11208 32703108 20115524 12587584 12587584 REIMBURSMENTS/OTHER 900099 44565 44565 44565 19946156 17924448 0 11208 360000 360000 1513266 964163 549103 3085838 2082642 1003196 16422 16422 405264 346376 58888 301247 209366 91881 102102 102102 61503 61503 762905 155092 607813 253405 250855 2550 95741 54437 41304 446356 77690 368666 3430 3430 83186 60127 23059 100173 81510 18663 22545 22545 22245 6500 15745 TRAINING COSTS 5352535 5352535 PAYROLL PROCESSING FEES 90818 2611 88207 BAD DEBT EXPENSE 50302 50302 SUPPLIES 18999 3890 15109 59289 59280 9 13207571 10117376 3090195 0 294761 292805 4325198 13413052 2480045 2535836 6482016 4894299 151950 724702 10000 3128317 13743970 24989011 5501777 3263536 729728 6568625 0 905800 6231505 10737961 X 7512465 14135458 0 115592 7512465 14251050 13743970 24989011 6738585 0 X 0 1 X 1 0 X 8079926 2280492 1137000 1373000 2010500 14880918 27769 5427677 37880195 33506283 38039972 114881896 8107695 7708169 39017195 34879283 40050472 129762814 6756607 2280492 1137000 1373000 1850000 13397099 16744682 16744682 6756607 2280492 1137000 1373000 18594682 30141781 99621033 199 30 43772 11208 55209 199 30 43772 11208 55209 2882 6388 9270 8107695 7711250 39023613 34923055 40061680 129827293 0.76730 0.00040 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2017 AMOUNT: $ 2,882. 2018 AMOUNT: $ 6,388. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DEPOSITS 2500 PREPAID REVENUE SHARE COSTS 3125817 3128317 X 14593621 -5352535 -5352535 19946156 0 19946156 7855036 0 7855036 5352535 5352535 13207571 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 PROVIDE FOR 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 A PROVISION FOR A TAX LIABILITY IS NOT NECESSARY AT DECEMBER 31, 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: TRAINING COSTS RECLASSIFIED TO EXPENSES -5,352,535. PART XII, LINE 4B - OTHER ADJUSTMENTS: TRAINING COSTS RECLASSIFIED TO EXPENSES 5,352,535. 1 UNIVERSITY OF DELAWARE 220 HULLIHEN HALL NEWARK DE 19716 516000297 501(C)(3) 310000 TO SUPPORT ALL GREEN RATING ON EDREPORTS CHARLES AND LYNN SCHUSTERMAN FAMILY FOUNDATION 110 W 7TH STREET SUITE 2000 TULSA OK 74119 731312965 501(C)(3) 50000 GENERAL SUPPORT 2 0 PART I, LINE 2: OUR MANAGES SPECIFIC EXPECTATIONS AND MILESTONES WITH OUR AUTHOR-CONTENT-PARTNERS TO DETERMINE THEIR NEED/ELIGIBILITY/PERFORMANCE WHEN WE AWARD A GRANT OR PROVIDE SUPPORT. THE CEO MEETS WITH THE PARTNER FREQUENTLY TO ASSESS PROGRESS AND UNDERSTAND THEIR FUNDING NEEDS. WE THEN SEEK TO RAISE OUTSIDE FUNDING WITH THIS SPECIFIC IN MIND AND SUBSEQUENTLY PROVIDE FUNDING. SOMETIMES GRANTS ARE RESTRICTED TO THIS USE AND SOMETIMES NOT. X X 0 0 0 0 0 1 0 0 0 JESSICA ANNE REID SLIWERSKI CHIEF EXECUTIVE OFFICER 277275 0 0 0 0 0 19500 0 43286 0 340061 0 0 0 VANDANA VIJAY HARIHARAN TREASURER & CFO 211157 0 0 0 0 0 0 0 0 0 211157 0 0 0 RACHEL F MARTINEZ SECRETARY & CHIEF OF STAFF 153063 0 0 0 0 0 3022 0 23610 0 179695 0 0 0 JASON NICHOLAS ISAACS CHIEF REVENUE OFFICER 101216 0 157500 0 0 0 0 0 6660 0 265376 0 0 0 TAMMY BAUMANN CHIEF ACADEMIC OFFICER 196249 0 0 0 0 0 26000 0 21177 0 243426 0 0 0 EMILY SUSAN SCHU CHIEF PRODUCT OFFICER 199319 0 0 0 0 0 18070 0 8893 0 226282 0 0 0 CEDAR MATHIS CHIEF OPERATING OFFICER 156511 0 0 0 0 0 19500 0 28759 0 204770 0 0 0 DANIEL GRAHAM BLAKER MANAGING DIR, PRODUCT & ENGINEERING 170115 0 0 0 0 0 16465 0 20579 0 207159 0 0 0 ABBY LYNNE JOHNSON MANAGING DIRECTOR, FIELD TEAM 81333 0 78750 0 0 0 2850 0 23250 0 186183 0 0 0 TABITHA SAVAGE REGIONAL DEVELOPMENT MANAGER 76845 0 65000 0 0 0 12908 0 21177 0 175930 0 0 0 JAMIE RIGGS K-12 CUSTOMER SUCCESS MANAGER 74962 0 61436 0 0 0 18688 0 11835 0 166921 0 0 0 GINGER KAMRATH CUSTOMER SUCCESS MANAGER 74977 0 61436 0 0 0 0 0 27351 0 163764 0 0 0 PART I, LINE 6 MOST EMPLOYEES RECEIVED A PERCENTAGE (0.75%) FOR THE SHARED GOAL, AND WERE PAID 0.75% OF THEIR INDIVIDUAL GOAL, EXCESS WAS CAPPED AT $20,000. THE RENEWAL SALES TEAM RECEIVED A SPECIFIC DOLLAR FIGURE FOR THE OVERALL SHARED GOAL, AND THEIR TEAM GOAL; THEN 0.25% OF THE EXCESS (CAPPED AT $20,000). THE COMMISSION PAYMENTS FOR JASON ISAACS, CHIEF REVENUE OFFICER, AND ABBY JOHNSON, MANAGING DIRECTOR, FIELD TEAM, ARE NOT CONTINGENT ON THE NET EARNINGS OF THE ORGANIZATION. THEY RECEIVED SPECIFIC DOLLAR AMOUNTS BASED ON ACHIEVING THE OVERALL SALES GOAL. FORM 990, PART III, LINE 3 DURING THE CHALLENGING PANDEMIC, OUR REDESIGNED THE ANNUAL TEACHER-PARTNER CONFERENCE WHICH WE CALL HIVE TO A 100% VIRTUAL MODEL - HIGHLY EFFECTIVE MOVE FOR BOTH OUR AND OUR PARTICIPANTS AND OVERSUBSCRIBED. SINCE OUR AS AN ORGANIZATION IS DESIGNED FROM THE GROUND UP AS A VIRTUAL ORGANIZATION, WE DID NOT HAVE TO SIGNIFICANTLY CHANGE OUR OTHER PROGRAMS OR WAY OF WORKING DUE TO THE PANDEMIC. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION AMENDED ITS BYLAWS TO REFLECT THE FOLLOWING CHANGES: (I) AUTHORIZE THREE (3) NEW COMMITTEES: A PROGRAM COMMITTEE, A FINANCE COMMITTEE AND A GOVERNANCE COMMITTEE, AND (II) DELEGATE ITS AUTHORITY TO APPROVE COMPENSATION TO THE EXECUTIVE COMMITTEE. 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, 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 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, 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).