2024-05-14T14:57:22-05:00 2023-06-30 390974031 WEGNER CPAS LLP 419 N LEE ST ALEXANDRIA VA 223142301 990 2022-07-01 352645251 GRADIENT LEARNING GRAD 9493284148 340 S LEMON AVE 6119 WALNUT CA 91789 MONICA MILLIGAN EXECUTIVE DIRECTOR 9493284148 2024-05-13 1 MONICA MILLIGAN 999009999 1 GLENN MILLER CPA P00086726 7035190990 2024-04-30 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MONICA MILLIGAN 340 S LEMON AVE 6119 WALNUT CA 91789 342635 0 X GRADIENTLEARNING.ORG X 2018 CA SEE SCHEDULE O. 4 4 110 4 0 0 36750000 250000 0 0 0 85835 13800 6800 36763800 342635 0 0 0 0 13997180 14055779 0 0 0 10147703 14773490 24144883 28829269 12618917 -28486634 39564552 10886929 1795864 1604875 37768688 9282054 X SEE SCHEDULE O. 0 0 12354526 0 0 IMPLEMENTATION SUCCESS - THE IMPLEMENTATION SUCCESS TEAM PROVIDES 1:1 COACHING AND SUPPORT TO ALL SCHOOL PARTNERS AND A SET OF DISTRICT LEADERS. THE TEAM SUPPORTS SCHOOLS WITH ONGOING PROGRESS MONITORING AND PROGRAM IMPROVEMENT BY ENGAGING IN REGULAR DATA-ANALYSIS AND GAP ACTION PLANNING. ADDITIONALLY, THE TEAM ASSESSES THE SITE-LEVEL CONDITIONS AND INSTRUCTIONAL QUALITY THAT DEMONSTRATE EXCELLENCE WITHIN THE PROGRAM. 4986296 0 0 TRAINING & CONVENING - GRADIENT LEARNING HOSTS SUMMER TRAINING SESSIONS TO PREPARE SCHOOL LEADERS AND TEACHERS TO IMPLEMENT THE SUMMIT LEARNING PROGRAM. IN ADDITION, GRADIENT HOSTS FALL & SPRING CONVENINGS FOR SCHOOL LEADERS AND TEACHERS PROVIDING ONGOING SUPPORT TO OUR PARTNER SCHOOLS. APPROXIMATELY 8,000 SCHOOL LEADERS AND TEACHERS ATTEND TRAININGS AND CONVENINGS. 3291942 0 0 ACADEMICS - THE ACADEMICS TEAM PROVIDES PROJECT-BASED AND SELF-DIRECTED LEARNING RESOURCES TO PARTNER SCHOOLS AS WELL AS THE ASSOCIATED ASSESSMENTS AND SUPPORTS FOR ACCESSIBILITY AND DIFFERENTIATION. THE TEAM MAINTAINS RUBRICS TO ASSESS COGNITIVE SKILLS WHILE CONTINUOUSLY FINE TUNING AND IMPROVING CURRICULUM OFFERINGS. 2655104 0 0 ALONG - ALONG IS AN INTERACTIVE VIDEO JOURNAL THAT HELPS TEACHERS GUIDE THEIR STUDENTS TO REFLECT AND GROW - NO MATTER THE LEARNING SETTING - BY COMBINING RESEARCH-INFORMED RESOURCES WITH EFFICIENT COMMUNICATION. 2464214 0 0 MARKETING & COMMUNICATIONS - THE MARKETING & COMMUNICATIONS TEAM PROVIDES ON-THE-GROUND COMMUNICATIONS SUPPORT TO SCHOOL LEADERS ACROSS THE COUNTRY AND DEVELOPS TEMPLATE COMMUNICATIONS MATERIALS AND COORDINATED MEDIA OUTREACH. 5119318 0 0 25752082 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 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 1 1 0 0 0 1 47 0 110 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X KIM GRIFFIN 2138194197 340 S LEMON AVE STE 6119 WALNUT CA 91789 PRISCILLA CHAN MD CHAIRPERSON 1.00 6.00 X X 0 0 0 DIANE TAVENNER SECRETARY 1.00 0.00 X X 0 0 0 ROB BEARDEN BOARD MEMBER 1.00 0.00 X 0 0 0 ALEX HERNANDEZ BOARD MEMBER 1.00 0.00 X 0 0 0 ANDREW GOLDIN EXECUTIVE DIRECTOR 40.00 0.00 X 421075 0 41588 BENJAMIN ROH CFO/COO 40.00 0.00 X 327869 0 29077 JOY KNOX MD INFORMATION SYSTEMS 40.00 0.00 X 303882 0 48340 ANDY HOANG CHIEF MARKETING OFFICER 40.00 0.00 X 243417 0 37986 WHITNEY METZGER MANAGING DIRECTOR- GROWTH 40.00 0.00 X 196711 0 25533 MONICA MILLIGAN CHIEF PROGRAM OFFICER 40.00 0.00 X 231497 0 27270 ANDREW MALONE MANAGING DIRECTOR - ACADEMICS 40.00 0.00 X 188523 0 22122 1912974 0 231916 53 0 1 0 AMAZON WEB SERVICES INC PO BOX 84023 SEATTLE WA 98124 WEB HOSTING 2392416 SALESFORCECOM INC 415 MISSION STREET 3RD FLOOR SAN FRANCISCO CA 94105 CUSTOMER RELATIONSHIP MANAGEMENT 793646 SNOWFLAKE INC PO BOX 734951 DALLAS TX 75373 DATA HOSTING 736574 DATABRICKS INC 160 SPEAR ST 15TH FLOOR SAN FRANCISCO CA 94105 DATA HOSTING 239148 ROBERT HALF MANAGEMENT RESOURCES 2884 SAND HILL ROAD MENLO PARK CA 94025 TEMPORARY EMPLOYMENT AGENT 226002 21 250000 250000 85835 85835 6800 6800 6800 342635 0 0 92635 899532 767041 132491 9774961 8425612 1349349 845237 720743 124494 1711166 1459131 252035 824883 703387 121496 344252 344252 50539 50539 2093513 1650062 443451 1249798 1249798 20986 7100 13886 5950536 5943332 7204 878182 858469 19713 4013668 3909217 104451 28851 9760 19091 107564 36387 71177 35601 12043 23558 28829269 25752082 3077187 0 36185429 1120070 1322322 2632608 330334 330334 28850 0 0 7030430 2027951 103821 39564552 10886929 1795864 1604875 1795864 1604875 X 37768688 9282054 37768688 9282054 39564552 10886929 -28486634 0 X 0 1 X 1 0 X 7000000 33262000 31250000 36750000 250000 108512000 7000000 33262000 31250000 36750000 250000 108512000 46827201 61684799 85835 85835 21500 13800 6800 42100 108639935 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 21,500. 2021 AMOUNT: $ 13,800. 2022 AMOUNT: $ 6,800. SCHEDULE A, PART II: THE 2018 COLUMN ON SCHEDULE A, PART II REPRESENTS THE SHORT TAX YEAR BEGINNING AUGUST 10, 2018 AND ENDING JUNE 30, 2019. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 330334 330334 0 0 CASH AND CASH EQUIVALENTS 7030430 F 7030430 342635 0 342635 0 342635 28829269 0 28829269 0 28829269 X X X 0 0 0 0 0 0 0 0 0 ANDREW GOLDIN EXECUTIVE DIRECTOR 421075 0 0 0 0 0 31985 0 9603 0 462663 0 0 0 BENJAMIN ROH CFO/COO 296755 0 31114 0 0 0 23859 0 5218 0 356946 0 0 0 JOY KNOX MD INFORMATION SYSTEMS 274765 0 29117 0 0 0 22441 0 25899 0 352222 0 0 0 ANDY HOANG CHIEF MARKETING OFFICER 220082 0 23335 0 0 0 17980 0 20006 0 281403 0 0 0 MONICA MILLIGAN CHIEF PROGRAM OFFICER 209324 0 22173 0 0 0 16731 0 10539 0 258767 0 0 0 WHITNEY METZGER MANAGING DIRECTOR- GROWTH 178003 0 18708 0 0 0 14557 0 10976 0 222244 0 0 0 ANDREW MALONE MANAGING DIRECTOR - ACADEMICS 169995 0 18528 0 0 0 13883 0 8239 0 210645 0 0 0 FORM 990, PART I, LINE 1 GRADIENT LEARNING OVERSEES THE SUMMIT LEARNING AND ALONG PROGRAMS. THE SUMMIT LEARNING PROGRAM IS A RESEARCHED-BASED APPROACH TO EDUCATION DESIGNED TO DRIVE STUDENT ENGAGEMENT, STRONG STUDENT-TEACHER CONNECTIONS, AND MASTERY-BASED LEARNING. THE PROGRAM EQUIPS TEACHERS WITH COMPREHENSIVE TOOLS, TECHNOLOGY, AND RESOURCES TO ENSURE EVERY STUDENT IS MOTIVATED AND SUPPORTED TO REACH THEIR POTENTIAL, BOTH WITHIN THE CLASSROOM AND BEYOND. THE ALONG PROGRAM IS AN INTERACTIVE VIDEO JOURNAL THAT HELPS TEACHERS GUIDE THEIR STUDENTS TO REFLECT AND GROW - NO MATTER THE LEARNING SETTING - BY COMBINING RESEARCH-INFORMED RESOURCES WITH EFFICIENT COMMUNICATION. ACROSS THE NATION, GRADIENT LEARNING SERVES MORE THAN 80,000 STUDENTS AND PARTNERS WITH NEARLY 400 SCHOOLS, WHOSE DIVERSE COMMUNITIES ARE REPRESENTED THROUGH DISTRICT, CHARTER AND INDEPENDENT SCHOOLS. FORM 990, PART III, LINE 1 GRADIENT LEARNING OVERSEES THE SUMMIT LEARNING AND ALONG PROGRAMS. THE SUMMIT LEARNING PROGRAM IS A RESEARCHED-BASED APPROACH TO EDUCATION DESIGNED TO DRIVE STUDENT ENGAGEMENT, STRONG STUDENT-TEACHER CONNECTIONS, AND MASTERY-BASED LEARNING. THE PROGRAM EQUIPS TEACHERS WITH COMPREHENSIVE TOOLS, TECHNOLOGY, AND RESOURCES TO ENSURE EVERY STUDENT IS MOTIVATED AND SUPPORTED TO REACH THEIR POTENTIAL, BOTH WITHIN THE CLASSROOM AND BEYOND. THE ALONG PROGRAM IS AN INTERACTIVE VIDEO JOURNAL THAT HELPS TEACHERS GUIDE THEIR STUDENTS TO REFLECT AND GROW - NO MATTER THE LEARNING SETTING - BY COMBINING RESEARCH-INFORMED RESOURCES WITH EFFICIENT COMMUNICATION. ACROSS THE NATION, GRADIENT LEARNING SERVES MORE THAN 80,000 STUDENTS AND PARTNERS WITH NEARLY 400 SCHOOLS, WHOSE DIVERSE COMMUNITIES ARE REPRESENTED THROUGH DISTRICT, CHARTER AND INDEPENDENT SCHOOLS. FORM 990, PART VI, SECTION A, LINE 7A CHAN ZUCKERBERG INITIATIVE, LLC DESIGNATES TWO MEMBERS OF THE BOARD OF DIRECTORS, SUCH DIRECTORS APPROVE THE APPOINTING, ELECTING, OR REMOVING OF ANY DIRECTOR OF THE ORGANIZATION INCLUDING FILLING ANY VACANCY OF THE BOARD. THE CZI DESIGNATED DIRECTORS ALSO MUST APPROVE ANY EXTRAORDINARY CORPORATE ACTIONS (E.G., MERGER, DISSOLUTION). FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED BY THE ORGANIZATION'S AUDIT COMMITTEE AND BOARD OF DIRECTORS BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS DISCLOSE POTENTIAL CONFLICTS OF INTEREST ON AN ANNUAL BASIS. IN THE EVENT A CONFLICT OF INTEREST ARISES, THE PERSON INVOLVED WILL BE KEPT FROM PARTICIPATING IN DISCUSSING, REPORTING, OR VOTING ON THE ISSUE. A MEMBER MAY ALSO RECUSE THEMSELVES FROM THE PARTICULAR ISSUE. DECISIONS REGARDING THE OUTCOME WILL BE DEPENDENT ON THE NATURE OF THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 SALARIES ARE SET BY USING COMPARABLE DATA PER JOB FUNCTION AND THEN TAKING INTO ACCOUNT GEOGRAPHICAL LOCATION. THE BOARD OF DIRECTORS SETS THE EXECUTIVE DIRECTOR'S SALARY. ALL OTHER SALARIES ARE REVIEWED/APPROVED BY THE HR MANAGER, HIRING MANAGER, HIRING MANAGER'S DIRECT SUPERVISOR, THE CHIEF OF STAFF AND THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST, DOCUMENTS REQUIRED BY APPLICABLE LAW TO BE MADE AVAILABLE FOR PUBLIC INSPECTION WILL BE DISCLOSED. CHAN ZUCKERBERG INITIATIVE ADVOCACY 314 LYTTON AVE PALO ALTO CA 94301 813742328 SOCIAL WELFARE CA 501(C)(4) N/A N/A 1 CHAN ZUCKERBERG INITIATIVE FOUNDATION 314 LYTTON AVE PALO ALTO CA 94301 455002209 GRANTMAKING CA 501(C)(3) PF N/A 1 CHAN ZUCKERBERG BIOHUB INC 499 ILLINOIS STREET SAN FRANCISCO CA 94158 811669175 MEDICAL RESEARCH CA 501(C)(3) LINE 4 N/A 1 FWDUS EDUCATION FUND INC PO BOX 34506 WASHINGTON DC 20043 820962378 EDUCATION DE 501(C)(3) LINE 7 N/A 1 FWDUS INC PO BOX 34506 WASHINGTON DC 20043 462223015 SOCIAL WELFARE DE 501(C)(4) N/A N/A 1 THE PRIMARY SCHOOL LAB 2086 CLARKE STREET EAST PALO ALTO CA 94303 364858582 EDUCATION CA 501(C)(4) N/A N/A 1 THE PRIMARY SCHOOL - EAST PALO ALTO 2086 CLARKE STREET EAST PALO ALTO CA 94303 473334579 EDUCATION CA 501(C)(3) LINE 2 N/A 1 THE PRIMARY SCHOOL BAY AREA 750 FARGO AVE RM 409 SAN LEANDRO CA 94579 844481558 EDUCATION CA 501(C)(3) LINE 2 N/A 1 THE PRIMARY SCHOOL 2086 CLARKE STREET EAST PALO ALTO CA 94303 371975407 EDUCATION CA 501(C)(3) LINE 2 N/A 1 META PLATFORMS INC 1601 WILLOW ROAD MENLO PARK CA 94025 201665019 SOCIAL MEDIA SERVICE COMPANY DE N/A C 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FORM 990, SCHEDULE R, PART II THE TAX-EXEMPT ENTITIES REPORTED ON SCHEDULE R, SECTION II ARE "RELATED ORGANIZATIONS" FOR IRS FORM 990 REPORTING PURPOSES THROUGH THEIR COMMON RELATIONSHIP WITH A MANAGER OF CHAN ZUCKERBERG INITIATIVE LLC'S ("CZI LLC") MEMBER. OPERATIONALLY THESE ENTITIES DO NOT CONTROL EACH OTHER AND ARE SEPARATELY GOVERNED. CZI LLC PROVIDES PRO BONO SUPPORT, INCLUDING TECHNOLOGY SUPPORT, FOR FILING ORGANIZATION'S SUMMIT LEARNING PLATFORM (SLP). CZI LLC STAFF WORKING ON SLP FOLLOW THE SAME PRIVACY AND SECURITY POLICIES TO WHICH SLP HOLDS ITSELF AND ITS SERVICE PROVIDERS. DATA IS USED FOR EDUCATIONAL PURPOSES ONLY AND IS NEITHER SOLD NOR SHARED WITH ANY OF THE RELATED TAX-EXEMPT ENTITIES REPORTED ON SCHEDULE R. SEE HTTPS://WWW.SUMMITLEARNING.ORG/PRIVACY-CENTER FOR MORE INFORMATION. FORM 990, SCHEDULE R, PART IV META PLATFORMS INC IS REPORTED AS A "RELATED ORGANIZATION" FOR IRS FORM 990 REPORTING PURPOSES THROUGH ITS COMMON RELATIONSHIP WITH A MANAGER OF CZI LLC'S MEMBER. META AND THE FILING ORGANIZATION ARE OPERATIONALLY UNRELATED AND SEPARATELY GOVERNED. ONE OF THE MANAGERS OF CZI LLC'S MEMBER ALSO HAS A CONTROLLING INTEREST IN SEVERAL PERSONAL PASSIVE INVESTMENT VEHICLES THAT HAVE NO RELATIONSHIP WITH THE ENTITIES REPORTED ON SCHEDULE R. CZI LLC PROVIDES PRO BONO SUPPORT, INCLUDING TECHNOLOGY SUPPORT, FOR FILING ORGANIZATION'S SUMMIT LEARNING PLATFORM (SLP). CZI LLC STAFF WORKING ON SLP FOLLOW THE SAME PRIVACY AND SECURITY POLICIES TO WHICH SLP HOLDS ITSELF AND ITS SERVICE PROVIDERS. DATA IS USED FOR EDUCATIONAL PURPOSES ONLY AND IS NEITHER SOLD NOR SHARED WITH META. SEE HTTPS://WWW.SUMMITLEARNING.ORG/PRIVACY-CENTER FOR MORE INFORMATION.