TRANSCEND INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- TRANSCEND INC (EIN 30-0878820)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-02-06
- IRS object ID
- 202620379349301227
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-06T11:35:32-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 BRICKSTONE SQUARE SUITE 103 | AddressLine1Txt |
| City | ANDOVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01810 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300878820 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRANSCEND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRAN | BusinessNameControlTxt |
| Phone | 9292657890 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 159 LINCOLN AVENUE | AddressLine1Txt |
| City | HASTINGSONHUDSON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10706 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AYLON SAMOUHA | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 9292657890 | PhoneNum |
| Signature | 2026-02-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LUKE BURNETT | PreparerPersonNm |
| PTIN | P01079018 | PTIN |
| Phone | 6177170831 | PhoneNum |
| Preparation | 2026-02-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | AYLON SAMOUHA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 159 LINCOLN AVENUE | AddressLine1Txt |
| City | HASTINGSONHUDSON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10706 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $76,852,534 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.TRANSCENDEDUCATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2015 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TRANSCEND SUPPORTS COMMUNITIES TO CREATE AND SPREAD EXTRAORDINARY LEARNING FOR ALL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 136 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $22,074,346 | PYContributionsGrantsAmt |
| CY Contributions Grants | $26,949,211 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,708,722 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,902,053 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,700,097 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,047,951 | CYInvestmentIncomeAmt |
| PY Other Revenue | $19,565 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $32,502,730 | PYTotalRevenueAmt |
| CY Total Revenue | $33,899,215 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $290,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $185,500 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $21,313,318 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $22,563,057 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $60,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $976,236 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,774,222 | PYOtherExpensesAmt |
| CY Other Expenses | $7,378,524 | CYOtherExpensesAmt |
| PY Total Expenses | $30,378,040 | PYTotalExpensesAmt |
| CY Total Expenses | $30,187,081 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,124,690 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,712,134 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $45,991,941 | TotalAssetsBOYAmt |
| Total Assets EOY | $50,449,209 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,375,780 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,310,713 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $44,616,161 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $49,138,496 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TRANSCEND SUPPORTS COMMUNITIES TO CREATE AND SPREAD EXTRAORDINARY LEARNING FOR ALL. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $26,576,824 | ExpenseAmt |
| Grant | $185,500 | GrantAmt |
| Revenue | $4,902,053 | RevenueAmt |
| Desc | TRANSCEND IS A NATIONAL NONPROFIT THAT HELPS COMMUNITIES REIMAGINE AND REDESIGN SCHOOLS SO EVERY YOUNG PERSON CAN THRIVE IN A RAPIDLY CHANGING WORLD. ACROSS THE COUNTRY, COMMUNITIES ARE RECOGNIZING THAT CLASSROOMS BUILT FOR THE INDUSTRIAL AGE AREN'T PREPARING LEARNERS FOR WHAT'S NEXT. SCHOOLS MUST BE DESIGNED FOR CONTINUOUS EVOLUTION. WE'VE PARTNERED WITH HUNDREDS OF SCHOOLS AND DISTRICTS TO BUILD CAPACITY FOR BOLD, LASTING CHANGE. FROM THIS WORK, WE DEVELOP AND SHARE TOOLS, RESEARCH, AND MODELS THAT HELP SCHOOLS EVERYWHERE MAKE THE LEAP TO EXTRAORDINARY LEARNING. | Desc |
| Total Program Service Expenses | $26,576,824 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 123 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 136 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VANESSA MENDOZA | PersonNm |
| Phone | 9292657890 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 159 LINCOLN AVENUE | AddressLine1Txt |
| City | HASTINGSONHUDSON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10706 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| AYLON SAMOUHA | ||||||||
| CEO | 40.00 | Yes (X) | Yes (X) | $432,349 | $0 | $68,761 | ||
| JEFFREY WETZLER | ||||||||
| CO-FOUNDER | 40.00 | Yes (X) | $411,469 | $0 | $66,606 | |||
| VANESSA RODRIGUEZ | ||||||||
| BOARD CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ANGEL MORALES | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TREVOR BROWN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STACEY CHILDRESS | ||||||||
| DIRECTOR (UNTIL 10/24) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GREG DUNN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DEB SAWCH | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BROR SAXBERG | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GISELE SHORTER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DIANE TAVENNER | ||||||||
| DIRECTOR (UNTIL 05/25) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ADEOLA WHITNEY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| VANESSA MENDOZA | ||||||||
| COO, SECRETARY | 40.00 | Yes (X) | $226,876 | $0 | $61,276 | |||
| KATHLEEN BOWEN | ||||||||
| CHIEF PORTFOLIOS OFFICER | 40.00 | $249,099 | $0 | $32,201 | Yes (X) | |||
| ARIELLE KINDER | ||||||||
| CHIEF PARTNERSHIPS OFFICER | 40.00 | $269,295 | $0 | $55,703 | Yes (X) | |||
| LAVADA BERGER | ||||||||
| CHIEF PORTFOLIOS OFFICER | 40.00 | $254,519 | $0 | $22,394 | Yes (X) | |||
| CYNTHIA ROBINSON-RIVERS | ||||||||
| MANAGING PARTNER | 40.00 | $213,001 | $0 | $50,336 | Yes (X) | |||
| JOSH EDELMAN | ||||||||
| CHIEF NETWORK OFFICER | 40.00 | $284,349 | $0 | $11,836 | Yes (X) | |||
| TAINA TORRES | ||||||||
| MANAGING PARTNER | 40.00 | $211,047 | $0 | $38,337 | Yes (X) | |||
| ROSS LIPSTEIN | ||||||||
| CHIEF PRODUCTS OFFICER | 40.00 | $197,012 | $0 | $58,321 | Yes (X) | |||
| NIKOLAUS NAMBA | ||||||||
| MANAGING PARTNER | 40.00 | $196,314 | $0 | $43,648 | Yes (X) | |||
| JENN CHARLOT | ||||||||
| MANAGING PARTNER | 40.00 | $224,552 | $0 | $43,632 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,169,882 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $553,051 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 95 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LATITUDE EDUCATION CONSULTING LLC | |||||
| 552 W PELHAM ROAD | AMHERST | MA | 01002 | PROGRAM SUPPORT | $220,800 |
| HOROWITZ WALLACE LLC | |||||
| 5515 KIRKSIDE DRIVE | CHEVY CHASE | MD | 20815 | PROGRAM SUPPORT | $200,000 |
| EBB AND FLOW COACHING | |||||
| 1414 MAGERS LANDING ROAD | MONKTON | MD | 21111 | PROGRAM SUPPORT | $192,710 |
| ON PLAN LLC | |||||
| 706 CENTRAL AVENUE | BRADLEY BEACH | NJ | 07720 | PROGRAM SUPPORT | $156,750 |
| SRI INTERNATIONAL | |||||
| 333 RAVENSWOOD AVENUE | MENLO PARK | CA | 94025 | PROGRAM SUPPORT | $152,892 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,490,522 | GovernmentGrantsAmt |
| All Other Contributions | $25,458,689 | AllOtherContributionsAmt |
| Noncash Contributions | $3,000,000 | NoncashContributionsAmt |
| Total Contributions | $26,949,211 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROJECT REVENUE | Desc |
| Business | 611600 | BusinessCd |
| Total Revenue Column | $4,902,053 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,902,053 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,902,053 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,690,253 | TotalRevenueColumnAmt |
| Exclusion | $1,690,253 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $43,311,017 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $42,953,319 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $357,698 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $357,698 | TotalRevenueColumnAmt |
| Exclusion | $357,698 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,899,215 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,902,053 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,047,951 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,500 | TotalAmt |
| Program Services | $185,500 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,379,784 | TotalAmt |
| Program Services | $1,514,201 | ProgramServicesAmt |
| Management And General | $555,343 | ManagementAndGeneralAmt |
| Fundraising | $310,240 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,418,473 | TotalAmt |
| Program Services | $15,024,645 | ProgramServicesAmt |
| Management And General | $898,184 | ManagementAndGeneralAmt |
| Fundraising | $495,644 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $485,289 | TotalAmt |
| Program Services | $443,737 | ProgramServicesAmt |
| Management And General | $26,874 | ManagementAndGeneralAmt |
| Fundraising | $14,678 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,769,270 | TotalAmt |
| Program Services | $1,635,061 | ProgramServicesAmt |
| Management And General | $94,518 | ManagementAndGeneralAmt |
| Fundraising | $39,691 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,510,241 | TotalAmt |
| Program Services | $1,341,995 | ProgramServicesAmt |
| Management And General | $112,263 | ManagementAndGeneralAmt |
| Fundraising | $55,983 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,583 | TotalAmt |
| Management And General | $77,583 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,250 | TotalAmt |
| Management And General | $96,250 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,000 | TotalAmt |
| Fundraising | $60,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,598 | TotalAmt |
| Management And General | $79,598 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,718,923 | TotalAmt |
| Program Services | $3,582,477 | ProgramServicesAmt |
| Management And General | $136,446 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $611,600 | TotalAmt |
| Program Services | $313,012 | ProgramServicesAmt |
| Management And General | $298,588 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,981 | TotalAmt |
| Program Services | $2,539 | ProgramServicesAmt |
| Management And General | $39,442 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,419 | TotalAmt |
| Program Services | $5,812 | ProgramServicesAmt |
| Management And General | $1,607 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,704,904 | TotalAmt |
| Program Services | $1,606,384 | ProgramServicesAmt |
| Management And General | $98,520 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,508 | TotalAmt |
| Management And General | $51,508 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| EVENTS | $708,322 | $708,172 | $150 |
| PROF. DEVELOPMENT | $267,046 | $204,246 | $62,800 |
| MISCELLANEOUS EXPENSES | $10,514 | $9,043 | $1,471 |
| RECRUITMENT | $2,876 | $2,876 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,187,081 | TotalAmt |
| Program Services | $26,576,824 | ProgramServicesAmt |
| Management And General | $2,634,021 | ManagementAndGeneralAmt |
| Fundraising | $976,236 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,723 | BOYAmt |
| EOY | $86,208 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,288,785 | BOYAmt |
| EOY | $32,013,402 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,794,625 | BOYAmt |
| EOY | $1,659,062 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,297,403 | BOYAmt |
| EOY | $1,066,907 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,932 | BOYAmt |
| EOY | $3,026 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,379 | BOYAmt |
| EOY | $186,726 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,361,094 | BOYAmt |
| EOY | $15,433,878 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,991,941 | BOYAmt |
| EOY | $50,449,209 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,336,113 | BOYAmt |
| EOY | $1,258,460 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,667 | BOYAmt |
| EOY | $52,253 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,375,780 | BOYAmt |
| EOY | $1,310,713 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,249,342 | BOYAmt |
| EOY | $44,360,298 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,366,819 | BOYAmt |
| EOY | $4,778,198 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,616,161 | BOYAmt |
| EOY | $49,138,496 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,991,941 | BOYAmt |
| EOY | $50,449,209 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,712,134 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $810,201 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,935,538 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,618,728 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,403,943 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,074,346 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,949,211 | CurrentTaxYearAmt |
| Total | $103,981,766 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,935,538 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,618,728 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,403,943 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,074,346 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,949,211 | CurrentTaxYearAmt |
| Total | $103,981,766 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $24,511,766 | SubstantialContributorsTotAmt |
| Public Support Total170 | $79,470,000 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,727 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,661 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,183,495 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,668,001 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,690,253 | CurrentTaxYearAmt |
| Total | $4,611,137 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $19,565 | CurrentTaxYearMinus1YearAmt |
| Total | $19,565 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $108,612,468 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $40,432,318 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.73170 | PublicSupportCY170Pct |
| Public Support PY170 | 0.65580 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISC INCOME - 2023 AMOUNT: $ 19,565. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | Yes (1) | MailingsMembersInd |
| Mailings Members | $698 | MailingsMembersAmt |
| Publications Or Broadcast | Yes (1) | PublicationsOrBroadcastInd |
| Publications Or Broadcast | $7,961 | PublicationsOrBroadcastAmt |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $45 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | Yes (1) | RalliesDemonstrationsInd |
| Rallies Demonstrations | $2,504 | RalliesDemonstrationsAmt |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $11,208 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | SIGNED ONTO LETTERS TO LEGISLATORS REGARDING SUBJECTS SUCH AS AI IN LEARNING, FY2025 APPROPRIATIONS, DEPARTMENT OF EDUCATION CANDIDATE ENDORSEMENTS, INNOVATIVE LEARNING MODELS ACT, AND NSF'S ROLE IN STEM EDUCATION; COMMUNICATED WITH LEGISLATORS REGARDING THE NEED ACT; PUBLISHED POLICY BRIEF FOR STATE EDUCATION CHIEFS AND SEA STAFF; ADVOCATED FOR FEDERAL INVESTMENT IN EDUCATION R&D; PARTICIPATED AS PANELIST FOR PRESENTATION FOR STATE EDUCATION LEADERS ON STRATEGIC R&D IN EDUCATION. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $34,768,521 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $810,201 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $138,703 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $948,904 | RevenueNotReportedAmt |
| Revenue Subtotal | $33,819,617 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $79,598 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $79,598 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $33,899,215 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $30,246,186 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $138,703 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $138,703 | ExpensesNotReportedAmt |
| Expenses Subtotal | $30,107,483 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $79,598 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $79,598 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $30,187,081 | TotalExpensesPerForm990Amt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLEOPATRA CONSULTING GROUP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 NORTH GOULD STREET STE 35327 | AddressLine1Txt |
| City | SHERIDAN | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PROSPECT RESEARCH, GRANT WRITING, FUNDER OUTREACH, MEETING S | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $35,000 | GrossReceiptsAmt |
| Retained By Contractor | $60,000 | RetainedByContractorAmt |
| Net To Organization | -$25,000 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $35,000 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $60,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$25,000 | TotalNetToOrganizationAmt |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B | FormAndLineReferenceDesc |
| Explanation | (I)NAME OF FUNDRAISER: KATE MEHR (II)ACTIVITY: PROSPECT RESEARCH, GRANT WRITING, FUNDER OUTREACH, MEETING SUPPORT | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARIZONA STATE UNIVERSITY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 876011 | AddressLine1Txt |
| City | TEMPE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 852876011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 860196696 | RecipientEIN |
| Cash Grant | $185,500 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | ENHANCING TRANSPARENCY AND USABILITY IN A NATIONAL DATASET OF SCHOOLS PURSUING EQUITABLE STUDENT CENTERED INNOVATIONS | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | TRANSCEND CHECKS IN WITH SUB-GRANT RECIPIENTS AT LEAST ANNUALLY TO REVIEW UPDATES IN GRANT PROGRESS AND SPENDING. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AYLON SAMOUHA | ||||||||||||||
| CEO | $432,349 | $0 | $0 | $0 | $0 | $0 | $23,000 | $0 | $45,761 | $0 | $501,110 | $0 | $0 | $0 |
| JEFFREY WETZLER | ||||||||||||||
| CO-FOUNDER | $411,469 | $0 | $0 | $0 | $0 | $0 | $20,500 | $0 | $46,106 | $0 | $478,075 | $0 | $0 | $0 |
| ARIELLE KINDER | ||||||||||||||
| CHIEF PARTNERSHIPS OFFICER | $269,295 | $0 | $0 | $0 | $0 | $0 | $23,000 | $0 | $32,703 | $0 | $324,998 | $0 | $0 | $0 |
| JOSH EDELMAN | ||||||||||||||
| CHIEF NETWORK OFFICER | $284,349 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $11,836 | $0 | $296,185 | $0 | $0 | $0 |
| VANESSA MENDOZA | ||||||||||||||
| COO, SECRETARY | $226,876 | $0 | $0 | $0 | $0 | $0 | $22,997 | $0 | $38,279 | $0 | $288,152 | $0 | $0 | $0 |
| KATHLEEN BOWEN | ||||||||||||||
| CHIEF PORTFOLIOS OFFICER | $249,099 | $0 | $0 | $0 | $0 | $0 | $22,996 | $0 | $9,205 | $0 | $281,300 | $0 | $0 | $0 |
| LAVADA BERGER | ||||||||||||||
| CHIEF PORTFOLIOS OFFICER | $254,519 | $0 | $0 | $0 | $0 | $0 | $200 | $0 | $22,194 | $0 | $276,913 | $0 | $0 | $0 |
| JENN CHARLOT | ||||||||||||||
| MANAGING PARTNER | $224,552 | $0 | $0 | $0 | $0 | $0 | $23,000 | $0 | $20,632 | $0 | $268,184 | $0 | $0 | $0 |
| CYNTHIA ROBINSON-RIVERS | ||||||||||||||
| MANAGING PARTNER | $213,001 | $0 | $0 | $0 | $0 | $0 | $21,835 | $0 | $28,501 | $0 | $263,337 | $0 | $0 | $0 |
| ROSS LIPSTEIN | ||||||||||||||
| CHIEF PRODUCTS OFFICER | $197,012 | $0 | $0 | $0 | $0 | $0 | $13,709 | $0 | $44,612 | $0 | $255,333 | $0 | $0 | $0 |
| TAINA TORRES | ||||||||||||||
| MANAGING PARTNER | $211,047 | $0 | $0 | $0 | $0 | $0 | $556 | $0 | $37,781 | $0 | $249,384 | $0 | $0 | $0 |
| NIKOLAUS NAMBA | ||||||||||||||
| MANAGING PARTNER | $196,314 | $0 | $0 | $0 | $0 | $0 | $1,200 | $0 | $42,448 | $0 | $239,962 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,000,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV ON DATE OF DONATION | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER OF CONTRIBUTIONS REPORTED REPRESENTS THE NUMBER OF INDIVIDUALS WHO DONATED STOCK. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE ORGANIZATION HAS A GOVERNANCE COMMITTEE MADE UP OF THE CEO, BOARD CHAIR AND TWO BOARD MEMBERS. THE GOVERNANCE COMMITTEE REGULARLY REVIEWS AND ASSESSES THE ORGANIZATION'S GOVERNING DOCUMENTS, ADVISES MANAGEMENT ON EXPERIENCES TO STRENGTHEN THE KNOWLEDGE, EFFECTIVENESS AND ENGAGEMENT OF THE BOARD, COMMITTEES AND OFFICERS. THE COMMITTEE LEADS THE ANNUAL PERFORMANCE EVALUATION PROCESS FOR THE CEO AND CONDUCTS ASSESSEMENTS OF THE PERFORMANCE OF THE FULL BOARD. THE COMMITTEE OVERSEES THE IDENTIFICATION, RECRUITMENT, AND ONBOARDING OF NEW BOARD MEMBERS, OVERSEES BOARD ELECTIONS AND ANNUAL CONFLICT OF INTEREST REVIEWS FOR ALL BOARD MEMBERS AND OFFICERS, ENSURING THAT POTENTIAL CONFLICTS ARE IDENTIFIED AND APPROPRIATELY ADDRESSED TO MAINTAIN ETHICAL STANDARDS. |
| 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 FINANCE 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 | AS IT RELATES TO CONFLICTS OF INTEREST, ALL DIRECTORS, OFFICERS AND KEY EMPLOYEES HAVE A DUTY TO DISCLOSE THE EXISTENCE OF ANY ACTUAL OR POSSIBLE FINANCIAL INTERESTS (AND ALL MATERIAL FACTS) TO THE BOARD AS THEY BECOME AWARE OF POSSIBLE CONFLICTS OF INTEREST. IN ADDITION, EACH YEAR ALL DIRECTORS, OFFICERS, AND KEY EMPLOYEES (1) SIGN A DISCLOSURE STATEMENT WHICH AFFIRMS THEY HAVE RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY AND AGREE TO COMPLY WITH THE POLICY, AND (2) DISCLOSE ANY POTENTIAL RELEVANT CONFLICTS OF INTEREST, IF APPLICABLE. FOR MATTERS WHERE A CONFLICT OF INTEREST IS PRESENT, ONLY INDEPENDENT DIRECTORS ARE INVOLVED IN THE ASSESSMENT, DELIBERATIONS, AND FINAL DECISION RELATED TO THE TRANSACTION. ALL APPROVED TRANSACTIONS MUST BE DEEMED FAIR, REASONABLE, AND IN THE BEST INTEREST OF THE CORPORATION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD IS RESPONSIBLE FOR SETTING CEO COMPENSATION. THE CEO AND COO WORK IN CLOSE COLLABORATION TO 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. ALL DISCUSSIONS AND DECISIONS WERE DOCUMENTED. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. |
| 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 790,372. MANAGEMENT AND GENERAL EXPENSES 74,392. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 864,764. CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 2,739,405. MANAGEMENT AND GENERAL EXPENSES 60,151. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,799,556. HONORARIUMS: PROGRAM SERVICE EXPENSES 52,700. MANAGEMENT AND GENERAL EXPENSES 1,903. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 54,603. |
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