2020-11-16T10:56:28-06:00 2019-12-31 941254756 HOOD & STRONG LLP 275 BATTERY ST STE 900 SAN FRANCISCO CA 94111 990 2019-01-01 473240638 OPEN UP RESOURCES OPEN 8004609216 1600 EL CAMINO REAL NO 155 MENLO PARK CA 94025 JESSICA SLIWERSKI CHIEF EXECUTIVE OFFICER 8004609216 2020-11-09 1 MAGA E KISRIEV P01008919 4157810793 73.70.151.26 2020-11-09 15:08:49 PS P AC4DF2D4A42C6AD81B5321F7D48656F676E65BB0 AC4DF2D4A42C6AD81B5321F7D48656F676E65BB0 2019 2021-01-29 14:40:06Z JESSICA SLIWERSKI 1600 EL CAMINO REAL NO 155 MENLO PARK CA 94025 34923055 0 X OPENUPRESOURCES.ORG X 2015 CA TO INCREASE EQUITY IN EDUCATION BY MAKING EXCELLENT CURRICULA FREELY AVAILABLE TO DISTRICTS. 5 5 54 6 0 0 1137000 1373000 5334556 4455426 30 43772 8563585 10122348 15035171 15994546 0 0 0 0 4646092 5340952 0 0 0 8241962 8025240 12888054 13366192 2147117 2628354 12016119 13743970 7132008 6231505 4884111 7512465 X THE MISSION OF OPEN UP RESOURCES (OUR) IS TO INCREASE EQUITY IN EDUCATION BY MAKING EXCELLENT CURRICULA FREELY AVAILABLE TO DISTRICTS. 0 0 9576439 0 14577774 OPEN UP RESOURCES DEBUTED WITH A MIDDLE SCHOOL MATHEMATICS CURRICULUM AND AN ELEMENTARY ENGLISH LANGUAGE ARTS (ELA) 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 6-12 MATHEMATICS AND K-12 ELA. 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. 9576439 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 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 0 0 0 0 1 49 0 1 54 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 CA X FINANCIAL ADMINISTRATIVE SUPPORT SERVICES 4085138775 3315 ALMADEN EXPRESSWAY SUITE 10 SAN JOSE CA 95118 SCOTT ELLIS CHAIRMAN (THRU 9/18/19) 2.00 X X 0 0 0 JIM BILDNER CHAIRMAN 2.00 X X 0 0 0 PHIL DARO BOARD MEMBER 2.00 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 JESSICA REID SLIWERSKI CHIEF EXECUTIVE OFFICER 50.00 X 277001 0 33923 RACHEL MARTINEZ SECRETARY & CHIEF OF STAFF 50.00 X 119981 0 15319 DANIEL MORRISON TREASURER & CFO (THRU 8/2/19) 50.00 X 90694 0 18930 VANDANA HARIHARAN TREASURER & CFO (EFF. 12/10/19) 50.00 X 72917 0 0 EMILY SCHU CHIEF PRODUCT OFFICER 50.00 X 212937 0 15221 DR TAMMY BAUMANN CHIEF ACADEMIC OFFICER 50.00 X 160774 0 23963 DANIEL BLAKER SR. DIRECTOR OF ENGINEERING 50.00 X 153716 0 24056 CEDAR MATHIS CHIEF OPERATING OFFICER 50.00 X 143575 0 25599 PIETER VAN DE BRUGGEN SENIOR SOFTWARE ENGINEER 50.00 X 135159 0 28638 ABBY LYNNE JOHNSON MANAGING DIRECTOR OF FIELD TEAMS 50.00 X 126599 0 24520 ABIGAIL LARSEN SENIOR SOFTWARE ENGINEER 50.00 X 125721 0 22947 1619074 0 233116 16 0 1 0 LSC COMMUNICATIONS PO BOX 842291 BOSTON MA 022842291 PRINTING 12944567 CLASSROOM LIBRARY COMPANY 3901 UNION BLVD STE 155 ST LOUIS MO 63115 PRINTING 6482131 EL EDUCATION 247 WEST 35TH ST 8TH FL NEW YORK NY 10001 PROFESSIONAL DEVELOPMENT 3778637 ILLUSTRATIVE MATHEMATICS PO BOX 69822 ORO VALLEY AZ 857370022 PROFESSIONAL DEVELOPMENT 2000618 BETTERLESSON INC 86A SHERMAN STREET CAMBRIDGE MA 02140 PROFESSIONAL DEVELOPMENT 1329373 15 1373000 1373000 EDUCATOR TRAINING REVENUE 611710 4455426 4455426 4455426 43772 43772 28911349 18928509 9982840 9982840 LEGAL SETTLEMENT 900099 132245 132245 OTHER INCOME 900099 7263 7263 139508 15994546 14577774 0 43772 1041661 726826 314835 3289757 2263341 1026416 100584 100584 575556 366382 209174 333394 240391 93003 149975 149975 37921 37921 827698 144500 683198 122737 11360 111377 114965 54233 60732 414735 20979 393756 18961 430 18531 282561 58509 224052 336135 275308 60827 100000 100000 5326 5326 TRAINING COSTS 5309752 5309752 BAD DEBT EXPENSE 125063 125063 PAYROLL PROCESSING FEES 113096 2611 110485 MATERIALS AND SUPPLIES 66315 1233 65082 13366192 9576439 3789753 0 5942728 294761 50377 4325198 4646914 2480045 1321767 6482016 54333 151950 0 10000 12016119 13743970 4304399 5501777 827609 729728 2000000 0 7132008 6231505 X 4884111 7512465 0 0 4884111 7512465 12016119 13743970 2628354 0 X 0 1 X 1 0 X 8079926 2280492 1137000 1373000 12870418 8079926 2280492 1137000 1373000 12870418 9996255 2874163 0 199 30 43772 44001 2882 6388 9270 12923689 76841924 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2016 AMOUNT: $ 0. 2017 AMOUNT: $ 2,882. 2018 AMOUNT: $ 6,388. 2019 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 10684794 -5309752 -5309752 15994546 0 15994546 8056440 0 8056440 5309752 5309752 13366192 PART X, LINE 2: OPEN UP RESOURCES (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, 2019. PART XI, LINE 2D - OTHER ADJUSTMENTS: TRAINING COSTS RECLASSIFIED TO EXPENSES -5,309,752. PART XII, LINE 4B - OTHER ADJUSTMENTS: TRAINING COSTS RECLASSIFIED TO EXPENSES 5,309,752. X X 1 0 0 0 0 0 0 0 0 JESSICA REID SLIWERSKI CHIEF EXECUTIVE OFFICER 277001 0 0 0 0 0 11010 0 22913 0 310924 0 0 0 EMILY SCHU CHIEF PRODUCT OFFICER 190437 0 22500 0 0 0 7079 0 8142 0 228158 0 0 0 DR TAMMY BAUMANN CHIEF ACADEMIC OFFICER 160774 0 0 0 0 0 6050 0 17913 0 184737 0 0 0 DANIEL BLAKER SR. DIRECTOR OF ENGINEERING 153716 0 0 0 0 0 6365 0 17691 0 177772 0 0 0 CEDAR MATHIS CHIEF OPERATING OFFICER 143575 0 0 0 0 0 4605 0 20994 0 169174 0 0 0 PIETER VAN DE BRUGGEN SENIOR SOFTWARE ENGINEER 135159 0 0 0 0 0 5079 0 23559 0 163797 0 0 0 ABBY LYNNE JOHNSON MANAGING DIRECTOR OF FIELD TEAMS 126599 0 0 0 0 0 5338 0 19182 0 151119 0 0 0 PART I, LINE 4A DANIEL MORRISON, TREASURER & CFO, RECEIVED $12,083 IN TOTAL SEVERANCE PAYMENT. 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 PREPERERS 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 COMPENSATION OF THE CEO IS REVIEWED AND APPROVED BY INDEPENDENT MEMBERS OF THE BOARD, AFTER A REVIEW OF COMPARABILITY DATA. THE REVIEW PROCESS IS DOCUMENTED ON A CONTEMPORANEOUS BASIS. THE ORGANIZATION ALSO UTILIZES A COMPENSATION COMMITTEE TO DETERMINE THE CEO'S COMPENSATION. ALL EMPLOYEES ARE HIRED INTO OUR JOB ARCHITECTURE PROGRAM WHICH DETERMINES THEIR COMPENSATION BASED ON LEVEL OF EXPERIENCE IN THE POSITION, AND MARKET COMPARISON TO ENSURE IT'S WITHIN THE NATIONAL AVERAGE. ANNUALLY, THE COS REVIEWS THE MARKET DATA, AND PARTNERS WITH THE MANAGERS TO DETERMINE THE EMPLOYEE'S PERFORMANCE AS IT RELATES TO A MERIT INCREASE. THE CEO WORKS WITH THE COS IN DETERMINING PERFORMANCE FOR THE SENIOR LEADERSHIP TEAM, INCLUDING UTILIZING A PERFORMANCE MANAGEMENT TOOL IN ASSESSING AND TRACKING GOALS. 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).