2026-02-06T11:35:32-06:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 200 BRICKSTONE SQUARE SUITE 103 ANDOVER MA 01810 990 2024-07-01 300878820 TRANSCEND INC TRAN 9292657890 159 LINCOLN AVENUE HASTINGSONHUDSON NY 10706 AYLON SAMOUHA CEO 9292657890 2026-02-05 1 1 LUKE BURNETT P01079018 6177170831 2026-02-03 2024 2025-03-06 01:10:19Z AYLON SAMOUHA 159 LINCOLN AVENUE HASTINGSONHUDSON NY 10706 76852534 0 X WWW.TRANSCENDEDUCATION.ORG X 2015 NY TRANSCEND SUPPORTS COMMUNITIES TO CREATE AND SPREAD EXTRAORDINARY LEARNING FOR ALL. 10 8 136 10 0 0 22074346 26949211 8708722 4902053 1700097 2047951 19565 0 32502730 33899215 290500 185500 0 0 21313318 22563057 0 60000 976236 8774222 7378524 30378040 30187081 2124690 3712134 45991941 50449209 1375780 1310713 44616161 49138496 TRANSCEND SUPPORTS COMMUNITIES TO CREATE AND SPREAD EXTRAORDINARY LEARNING FOR ALL. 0 0 26576824 185500 4902053 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. 26576824 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 123 0 1 136 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 AR CA CO CT DC DE FL GA IL IN LA MA MD ME MI NC NJ NV NY OH OK OR TN TX RI VA WA WI X VANESSA MENDOZA 9292657890 159 LINCOLN AVENUE HASTINGSONHUDSON NY 10706 AYLON SAMOUHA CEO 40.00 X X 432349 0 68761 JEFFREY WETZLER CO-FOUNDER 40.00 X 411469 0 66606 VANESSA RODRIGUEZ BOARD CHAIR 1.00 X X 0 0 0 ANGEL MORALES TREASURER 1.00 X X 0 0 0 TREVOR BROWN DIRECTOR 1.00 X 0 0 0 STACEY CHILDRESS DIRECTOR (UNTIL 10/24) 1.00 X 0 0 0 GREG DUNN DIRECTOR 1.00 X 0 0 0 DEB SAWCH DIRECTOR 1.00 X 0 0 0 BROR SAXBERG DIRECTOR 1.00 X 0 0 0 GISELE SHORTER DIRECTOR 1.00 X 0 0 0 DIANE TAVENNER DIRECTOR (UNTIL 05/25) 1.00 X 0 0 0 ADEOLA WHITNEY DIRECTOR 1.00 X 0 0 0 VANESSA MENDOZA COO, SECRETARY 40.00 X 226876 0 61276 KATHLEEN BOWEN CHIEF PORTFOLIOS OFFICER 40.00 X 249099 0 32201 ARIELLE KINDER CHIEF PARTNERSHIPS OFFICER 40.00 X 269295 0 55703 LAVADA BERGER CHIEF PORTFOLIOS OFFICER 40.00 X 254519 0 22394 CYNTHIA ROBINSON-RIVERS MANAGING PARTNER 40.00 X 213001 0 50336 JOSH EDELMAN CHIEF NETWORK OFFICER 40.00 X 284349 0 11836 TAINA TORRES MANAGING PARTNER 40.00 X 211047 0 38337 ROSS LIPSTEIN CHIEF PRODUCTS OFFICER 40.00 X 197012 0 58321 NIKOLAUS NAMBA MANAGING PARTNER 40.00 X 196314 0 43648 JENN CHARLOT MANAGING PARTNER 40.00 X 224552 0 43632 3169882 0 553051 95 0 1 0 LATITUDE EDUCATION CONSULTING LLC 552 W PELHAM ROAD AMHERST MA 01002 PROGRAM SUPPORT 220800 HOROWITZ WALLACE LLC 5515 KIRKSIDE DRIVE CHEVY CHASE MD 20815 PROGRAM SUPPORT 200000 EBB AND FLOW COACHING 1414 MAGERS LANDING ROAD MONKTON MD 21111 PROGRAM SUPPORT 192710 ON PLAN LLC 706 CENTRAL AVENUE BRADLEY BEACH NJ 07720 PROGRAM SUPPORT 156750 SRI INTERNATIONAL 333 RAVENSWOOD AVENUE MENLO PARK CA 94025 PROGRAM SUPPORT 152892 11 1490522 25458689 3000000 26949211 PROJECT REVENUE 611600 4902053 4902053 4902053 1690253 1690253 43311017 42953319 357698 357698 357698 33899215 4902053 0 2047951 X 185500 185500 2379784 1514201 555343 310240 16418473 15024645 898184 495644 485289 443737 26874 14678 1769270 1635061 94518 39691 1510241 1341995 112263 55983 77583 77583 96250 96250 60000 60000 79598 79598 3718923 3582477 136446 611600 313012 298588 41981 2539 39442 7419 5812 1607 1704904 1606384 98520 51508 51508 EVENTS 708322 708172 150 PROF. DEVELOPMENT 267046 204246 62800 MISCELLANEOUS EXPENSES 10514 9043 1471 RECRUITMENT 2876 2876 30187081 26576824 2634021 976236 106723 86208 28288785 32013402 4794625 1659062 1297403 1066907 3932 3026 139379 186726 11361094 15433878 45991941 50449209 1336113 1258460 39667 52253 1375780 1310713 X 33249342 44360298 11366819 4778198 44616161 49138496 45991941 50449209 3712134 810201 0 X 0 1 X 1 1 1 X 10935538 25618728 18403943 22074346 26949211 103981766 10935538 25618728 18403943 22074346 26949211 103981766 24511766 79470000 31727 37661 1183495 1668001 1690253 4611137 19565 19565 108612468 40432318 0.73170 0.65580 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISC INCOME - 2023 AMOUNT: $ 19,565. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 1 698 1 7961 0 1 45 1 2504 0 11208 0 PART II-B, LINE 1: 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. 0 34768521 810201 138703 948904 33819617 79598 79598 33899215 30246186 138703 138703 30107483 79598 79598 30187081 X X X X 1 CLEOPATRA CONSULTING GROUP 30 NORTH GOULD STREET STE 35327 SHERIDAN WY 82801 PROSPECT RESEARCH, GRANT WRITING, FUNDER OUTREACH, MEETING S 0 35000 60000 -25000 35000 60000 -25000 AR CA CO CT DC IL MA NY NC OH RI TN TX WA WI SCHEDULE G, PART I, LINE 2B (I)NAME OF FUNDRAISER: KATE MEHR (II)ACTIVITY: PROSPECT RESEARCH, GRANT WRITING, FUNDER OUTREACH, MEETING SUPPORT 1 ARIZONA STATE UNIVERSITY PO BOX 876011 TEMPE AZ 852876011 860196696 185500 0 ENHANCING TRANSPARENCY AND USABILITY IN A NATIONAL DATASET OF SCHOOLS PURSUING EQUITABLE STUDENT CENTERED INNOVATIONS 1 PART I, LINE 2: TRANSCEND CHECKS IN WITH SUB-GRANT RECIPIENTS AT LEAST ANNUALLY TO REVIEW UPDATES IN GRANT PROGRESS AND SPENDING. X X 0 0 0 0 0 0 0 0 0 AYLON SAMOUHA CEO 432349 0 0 0 0 0 23000 0 45761 0 501110 0 0 0 JEFFREY WETZLER CO-FOUNDER 411469 0 0 0 0 0 20500 0 46106 0 478075 0 0 0 ARIELLE KINDER CHIEF PARTNERSHIPS OFFICER 269295 0 0 0 0 0 23000 0 32703 0 324998 0 0 0 JOSH EDELMAN CHIEF NETWORK OFFICER 284349 0 0 0 0 0 0 0 11836 0 296185 0 0 0 VANESSA MENDOZA COO, SECRETARY 226876 0 0 0 0 0 22997 0 38279 0 288152 0 0 0 KATHLEEN BOWEN CHIEF PORTFOLIOS OFFICER 249099 0 0 0 0 0 22996 0 9205 0 281300 0 0 0 LAVADA BERGER CHIEF PORTFOLIOS OFFICER 254519 0 0 0 0 0 200 0 22194 0 276913 0 0 0 JENN CHARLOT MANAGING PARTNER 224552 0 0 0 0 0 23000 0 20632 0 268184 0 0 0 CYNTHIA ROBINSON-RIVERS MANAGING PARTNER 213001 0 0 0 0 0 21835 0 28501 0 263337 0 0 0 ROSS LIPSTEIN CHIEF PRODUCTS OFFICER 197012 0 0 0 0 0 13709 0 44612 0 255333 0 0 0 TAINA TORRES MANAGING PARTNER 211047 0 0 0 0 0 556 0 37781 0 249384 0 0 0 NIKOLAUS NAMBA MANAGING PARTNER 196314 0 0 0 0 0 1200 0 42448 0 239962 0 0 0 X 1 3000000 FMV ON DATE OF DONATION 0 0 0 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS REPORTED REPRESENTS THE NUMBER OF INDIVIDUALS WHO DONATED STOCK. 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.