2024-04-19T18:43:24-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2022-07-01 300878820 TRANSCEND INC TRAN 9292657890 159 LINCOLN AVENUE HASTINGSONHUDSON NY 10706 JEFFREY WETZLER CO-FOUNDER/CHIEF PROGRAM OFFICER 9292657890 2024-04-11 1 JEFFREY WETZLER XXX-XX-XXXX 0 SHANNON CROWLEY P01594935 6177170831 2024-04-11 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JEFFREY WETZLER 159 LINCOLN AVENUE HASTINGSONHUDSON NY 10706 34714614 0 X HTTP://WWW.TRANSCENDEDUCATION.ORG X 2015 NY TRANSCEND SUPPORTS COMMUNITIES TO CREATE AND SPREAD EXTRAORDINARY, EQUITABLE LEARNING ENVIRONMENTS. 10 8 109 9 0 0 25618728 18403943 10764908 11174701 513 1457011 0 0 36384149 31035655 596000 2811260 0 0 12110883 17668428 0 94220 895653 6612234 8705985 19319117 29279893 17065032 1755762 40245682 42304588 1084406 1118560 39161276 41186028 TRANSCEND SUPPORTS COMMUNITIES TO CREATE AND SPREAD EXTRAORDINARY, EQUITABLE LEARNING ENVIRONMENTS. 0 0 26017367 2811260 11174701 TRANSCEND IS A NATIONAL NONPROFIT THAT SUPPORTS SCHOOL COMMUNITIES TO CREATE AND SPREAD EXTRAORDINARY, EQUITABLE LEARNING ENVIRONMENTS. FOUNDED IN 2015, TRANSCEND HAS PARTNERED WITH NEARLY 400 SCHOOLS AND SYSTEMS WHICH COLLECTIVELY SERVE HUNDREDS OF THOUSANDS OF STUDENTS ACROSS THE NATION. AS A RESEARCH AND DEVELOPMENT (R&D) HUB FOR THE EDUCATION FIELD, TRANSCEND PROVIDES SCHOOLS AND SYSTEMS WITH RESEARCH-BACKED, COMMUNITY-DRIVEN MODELS, RESOURCES, AND CAPACITY SO THEY CAN MAKE SIGNIFICANT LEAPS TO REIMAGINE THE FUTURE OF EDUCATION. TRANSCEND IS A NONPROFIT THAT OPERATES WITH A FULLY REMOTE, NATIONWIDE TEAM. 26017367 1 1 0 0 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 1 140 0 1 109 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 TN X VANESSA MENDOZA 9292657890 1836 WESTCHESTER AVE PMB 6205 BRONX NY 10472 JEFFREY WETZLER CO-FOUNDER/CHIEF PROGRAM OFFICER 40.00 X X 350161 0 31064 AYLON SAMOUHA CO-FOUNDER 40.00 X X 347961 0 31064 EMILY RUMMO PARTNER 40.00 X 215682 0 30942 ARIELLE KINDER PARTNER, SCHOOL PARTNERSHIP DEVELOPMENT 40.00 X 214981 0 30941 DIEGO ARAMBULA SENIOR ADVISOR 40.00 X 189508 0 30752 JENNIFER CHARLOT SENIOR ADVISOR 40.00 X 203875 0 10661 ROSS LIPSTEIN MANAGING PARTNER 40.00 X 167511 0 43369 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 ANGEL MORALES DIRECTOR 1.00 X 0 0 0 GERARD ROBINSON DIRECTOR 1.00 X 0 0 0 JEAN-CLAUDE BRIZARD DIRECTOR/CHAIRMAN 1.00 X X 0 0 0 DIANE TAVENNER DIRECTOR/SECRETARY 1.00 X X 0 0 0 TREVOR BROWN DIRECTOR/TREASURER 1.00 X X 0 0 0 1689679 0 208793 67 0 1 0 SHEEP PRODUCTIONS INC 663 CAMERON ROAD SOUTH ORANGE NJ 07079 PROGRAM SUPPORT 222559 MYRA BROOKS 1414 MAGERS LANDING ROAD MONKTON MD 21111 PROGRAM SUPPORT 206775 ENGAGE LEARNING LLC PO BOX 695 PORTLAND TX 78374 PROGRAM SUPPORT 192218 LATITUDE EDUCATION CONSULTING LLC 552 W PELHAM ROAD AMHERST MA 01002 PROGRAM SUPPORT 182886 DARRYL WILLIAMS 12 BIRCH LANE RENSSELAER NY 12144 PROGRAM SUPPORT 173047 14 586661 17817282 3666932 18403943 PROJECT REVENUE 611600 11174701 11174701 11174701 1183495 1183495 3952475 3678959 273516 273516 273516 31035655 11174701 0 1457011 X 2811260 2811260 877863 373550 285458 218855 14094005 12758613 914344 421048 1502183 1360498 109308 32377 1194377 1058227 91807 44343 54038 54038 94220 94220 5182453 5018698 140055 23700 533291 327065 195253 10973 94019 1711 92308 8407 5196 3211 1725127 1455501 241350 28276 32769 32769 EVENTS 846557 709562 115947 21048 PROFESSIONAL DEVELOPMEN 219117 133321 85032 764 MISCELLANEOUS EXPENSES 6884 4165 2670 49 RECRUITMENT 3323 3323 29279893 26017367 2366873 895653 602743 1834820 32344219 23572409 3063853 2308572 1077949 1908065 8162 6191 135878 110741 3012878 12563790 40245682 42304588 742135 1077449 342271 41111 1084406 1118560 X 32137323 33930988 7023953 7255040 39161276 41186028 40245682 42304588 1755762 268990 0 X X 0 1 X 1 0 X 6694071 6403064 10935538 25618728 18403943 68055344 6694071 6403064 10935538 25618728 18403943 68055344 21809070 46246274 197675 109287 31727 37661 1183495 1559845 69615189 32538689 0.66430 0.72920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 31436713 268990 132068 401058 31035655 0 31035655 29411961 132068 132068 29279893 0 29279893 X X X X 1 KATE MEHR 3 N CHERRY GROVE AVE ANNAPOLIS MD 21401 SEE PART IV 0 925000 94220 0 925000 94220 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 1 ARIZONA STATE UNIVERSITY PO BOX 876011 TEMPE AZ 852876011 860196696 780260 0 TO CONDUCT AND COORDINATE CONTINUED RESEARCH ON THE IMPACT OF COVID-19 ON NEW ENGLAND PUBLIC HIGH SCHOOLS LINDSAY EDUCATIONAL FOUNDATION FOR LEARNING 371 E HERMOSA LINDSAY CA 93247 814151735 25000 0 LINDSAY SCHOLARSHIP FUND BALTIMORE ALGEBRA PROJECT 99 BISHOP ALLEN DRIVE CAMBRIDGE MA 02139 640939004 50000 0 COMMUNITY LED EDUCATION INITIATIVES FUND ECORISE YOUTH INNOVATIONS PO BOX 152942 AUSTIN TX 78715 800812900 400000 0 COMMUNITY LED EDUCATION INITIATIVES FUND MAINE INSIDE OUT PO BOX 1062 LEWISTON ME 04243 830462687 400000 0 COMMUNITY LED EDUCATION INITIATIVES FUND OCETI SAKOWIN EDUCATION LEARNING CENTER 500 LOURDES LN PORCUPINE SD 57772 042738794 50000 0 COMMUNITY LED EDUCATION INITIATIVES FUND ROSEBUD SIOUX TRIBE EDUCATION DEPARTMENT 521 BIA 9 ROSEBUD SD 57570 460248724 250000 0 COMMUNITY LED EDUCATION INITIATIVES FUND RURAL OPPORTUNITY INSTITUTE 1631 S WESLEYAN BLVD ROCKY MOUNT NC 27803 237338802 400000 0 COMMUNITY LED EDUCATION INITIATIVES FUND UP FROM SLAVERY INITIATIVE PO BOX 5181 BREMERTON WA 98312 853883451 50000 0 COMMUNITY LED EDUCATION INITIATIVES FUND WEST ATLANTIC REDEVELOPMENT COALITION 104 W ATLANTIC AVE DELRAY BEACH FL 33444 650863751 400000 0 COMMUNITY LED EDUCATION INITIATIVES FUND 10 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 JEFFREY WETZLER CO-FOUNDER/CHIEF PROGRAM OFFICER 350161 0 0 0 0 0 0 0 31064 0 381225 0 0 0 AYLON SAMOUHA CO-FOUNDER 347961 0 0 0 0 0 0 0 31064 0 379025 0 0 0 EMILY RUMMO PARTNER 215682 0 0 0 0 0 0 0 30942 0 246624 0 0 0 ARIELLE KINDER PARTNER, SCHOOL PARTNERSHIP DEVELOPM 214981 0 0 0 0 0 0 0 30941 0 245922 0 0 0 DIEGO ARAMBULA SENIOR ADVISOR 189508 0 0 0 0 0 0 0 30752 0 220260 0 0 0 JENNIFER CHARLOT SENIOR ADVISOR 203875 0 0 0 0 0 0 0 10661 0 214536 0 0 0 ROSS LIPSTEIN MANAGING PARTNER 167511 0 0 0 0 0 0 0 43369 0 210880 0 0 0 X 1 3666932 FMV ON DATE OF DONATION 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 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. THIS PROCESS WAS COMPLETED IN 2022. 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 3,407,604. MANAGEMENT AND GENERAL EXPENSES 110,766. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,518,370. CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 1,535,669. MANAGEMENT AND GENERAL EXPENSES 28,739. FUNDRAISING EXPENSES 23,700. TOTAL EXPENSES 1,588,108. HONORARIUMS: PROGRAM SERVICE EXPENSES 75,425. MANAGEMENT AND GENERAL EXPENSES 550. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 75,975. 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.