2024-05-14T09:33:26-05:00 2023-06-30 812950760 SAX LLP 389 INTERPACE PARKWAY STE 3 PARSIPPANY NJ 07054 990 2022-07-01 823776745 THE DANIELSON GROUP INC DANI 7088907106 1720 WEST DIVISION STREET CHICAGO IL 60622 MARY L KAPPES CHIEF EXECUTIVE OFFICER 7088907106 2024-05-14 1 MARY KAPPES 999009999 0 MARQUS WHITE P00053187 9734726250 2024-05-13 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z MARY L KAPPES 1720 WEST DIVISION STREET CHICAGO IL 60622 2900168 0 X HTTPS://DANIELSONGROUP.ORG X 2017 DE TO ADVANCE THE TEACHING PROFESSION IN SERVICE OF STUDENT LEARNING AND DEVELOPMENT. 9 9 32 9 0 0 269567 587200 715134 2014962 0 0 48549 298006 1033250 2900168 0 0 0 0 951276 1952993 0 0 37464 465014 1025276 1416290 2978269 -383040 -78101 580016 1940974 339998 1779057 240018 161917 X THE MISSION OF THE DANIELSON GROUP IS TO ADVANCE THE PRINCIPLES OF THE FRAMEWORK FOR TEACHING BY PARTNERING WITH EDUCATORS AND POLICY LEADERS AT ALL LEVELS TO STRENGTHEN PROFESSIONAL PRACTICES AND PROMOTE EDUCATION POLICIES THAT ELEVATE TEACHER DEVELOPMENT AND LEADERSHIP IN SERVICE OF STUDENT LEARNING. OUR VISION IS THAT EACH EDUCATOR AND STUDENT EXPERIENCES A SAFE AND INCLUSIVE LEARNING ENVIRONMENT THAT PROMOTES JOYFUL INQUIRY, EFFICACY, INTELLECTUAL RIGOR, AND REFLECTION GROUNDED IN THE FRAMEWORK FOR TEACHING. 0 0 388905 GOVERNMENT GRANTS BECAUSE OF FUNDING FROM THE US DEPARTMENT OF EDUCATION, THE DANIELSON GROUP HAS LAUNCHED PROJECT PLEDGE, A 5-YEAR PROGRAM DIRECTED AT EDUCATORS WHOSE STUDENTS, AND STUDENTS' FAMILIES, SPEAK ENGLISH AS A SECOND LANGUAGE. WE STARTED THE PROGRAM IN SELECT MARYLAND SCHOOL DISTRICTS IN 2021 AND ARE NOW RECRUITING PARTICIPANTS NATIONWIDE. 1320610 1120969 PARTNERSHIPSTHE DANIELSON GROUP'S LONG-TERM, MULTI-DIMENSIONAL PROFESSIONAL LEARNING PROGAMS ARE NOW INFORMED BY THE 2022 UPDATED FRAMEWORK FOR TEACHING. AS A RESULT OF PARTNERING WITH THE DANIELSON GROUP, INSTRUCTIONAL LEADERS IMPROVE THEIR ABILITY TO ESTABLISH AND SUSTAIN A SYSTEM AND CULTURE OF PROFESSIONAL LEARNING WHERE TEACHERS ENGAGE IN POWERFUL REFLECTION, COLLABORATION, AND COACHING, ULTIMATELY LEADING TO MORE EFFECTIVE CLASSROOM PRACTICE IN SCHOOLS ACROSS THE COUNTRY. 688693 616709 DIRECT TO EDUCATOR SERVICE OUR COMMITMENT TO PROVIDING EDUCATORS EQUITABLE ACCESS TO A RICH BODY OF RESOURCES WITH WHICH TO AUGMENT THEIR PROFESSIONAL LEARNING CONTINUES. IN 2023 THE USE OF OUR ONLINE COURSES AND EDUCATIONAL MATERIALS DOUBLED OVER THE PRIOR YEAR AND WE OFFERED PUBLIC INSTITUTES IN DETROIT, PHILADELPHIA, CHICAGO, AND LAS VEGAS. 277284 LICENSING ROYALTIESIN ADDITION TO PROVIDING ONLINE RESOURCES THROUGH OUR OWN LEARNING MANAGEMENT SYSTEM, THE DANIELSON GROUP NOW PARTNERS WITH LEADING EDUCATION MANAGEMENT PLATFORM PROVIDERS TO MAKE OUR MATERIALS AND COURSES EVEN MORE ACCESSIBLE. 277284 2398208 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 30 0 1 32 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X DARA STIGDON 7088907106 1720 WEST DIVISION STREET CHICAGO IL 60622 MONICA ROSE CHAIRMAN 1.00 X X 0 0 0 JENNIFER VRANEK VICE CHAIRMAN 1.00 X X 0 0 0 ROSS WIENER SECRETARY 1.00 X X 0 0 0 MARK ATKINSON TREASURER 1.00 X X 0 0 0 CHARLOTTE DANIELSON MEMBER 1.00 X 0 0 0 JENNIFER CHEATHAM MEMBER 1.00 X 0 0 0 KATE DICKSON MEMBER 1.00 X 0 0 0 KEISHA SCARLETT MEMBER 1.00 X 0 0 0 AUDREY SOGLIN MEMBER 1.00 X 0 0 0 JIM FURMAN MANAGING DIRECTOR 40.00 X 196217 0 9389 DARA STIGDON DIRECTOR OF FINANCE 40.00 X 124200 0 5898 LEE KAPPES MANAGING DIRECTOR 40.00 X 184502 0 18582 SHIRLEY HALL DIRECTOR PROGRAM DEVELOPMENT 40.00 X 170756 0 5139 BRIAN JOHNSON DIRECTOR PROGRAM DEVELOMENT 40.00 X 150644 0 7251 KARYN WRIGHT ASST DIRECTOR PARTNERSHIPS 40.00 X 139839 0 6173 MARIA AKINYELE ASST DIRECTOR STRATEGY 40.00 X 137674 0 1906 TERESA LIEN PROJECT MANAGER 40.00 X 117579 0 448 1221411 0 54786 8 0 1 0 INTEGRAL ED SERVICES LLC 422 STATE STREET 16 BROOKLYN NY 11217 CURRICULUM DEVELOPMENT 110113 D AUGUST & ASSOCIATES 4500 WETHERILL RD BETHESDA MD 20816 CURRICULUM AND CONTENT DEVELOPMENT 110000 UNIVERSITY OF HOUSTON TIMES CENTER 4302 UNIVERSITY DR RM 316 HOUSTON TX 77204 PROJECT EVALUATION AND ANALYSIS 100001 3 587200 587200 SUPPORT SERVICES 611710 2014962 2014962 2014962 295269 295269 OTHER REVENUE 900099 2737 2737 2737 2900168 2014962 0 298006 X 396501 118508 254477 23516 1370983 1293824 77159 36486 35644 842 15841 13737 1995 109 133182 106974 24478 1730 128903 104208 23066 1629 17761 14358 3178 225 522772 422619 93545 6608 30284 24325 5566 393 7820 6497 1236 87 45784 38849 6477 458 16963 13625 3118 220 137933 111619 24578 1736 16830 13519 3093 218 51318 50238 1008 72 23071 18531 4240 300 BANK FEES AND INTEREST 12242 12242 OTHER EXPENSES 7500 6136 1273 91 PROFESSIONAL DEVELOPMEN 3629 3012 577 40 LICENSES AND PERMITS 2466 1985 449 32 2978269 2398208 542597 37464 284437 229892 251090 345717 24982 21446 28622 17363 15442 11259 4065 1332660 580016 1940974 131586 109364 50521 136350 157891 158343 0 1375000 339998 1779057 X 240018 161917 240018 161917 580016 1940974 -78101 0 X X 0 1 X 1 0 X 1976994 1552594 718380 269567 587200 5104735 16083 1050272 1797275 715134 2014962 5593726 1993077 2602866 2515655 984701 2602162 10698461 0 0 0 10698461 13996 7720 29736 47682 295269 394403 13996 7720 29736 47682 295269 394403 23026 8537 867 2737 35167 2007073 2633612 2553928 1033250 2900168 11128031 0.96140 0.98360 0.03540 0.01190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 28622 17363 11259 11259 OTHER ASSETS 3493 ACQUIRED INTANGIBLE ASSET, NET 1329167 1332660 DUE TO RELATED PARTY 1375000 1375000 X 2902268 2100 2100 2900168 0 2900168 2980369 2100 2100 2978269 0 2978269 PART X, LINE 2: THE DANIELSON GROUP DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY MATERIAL, UNCERTAIN TAX POSITIONS. TAX FILINGS FOR PERIODS ENDING DECEMBER 31, 2020 AND LATER ARE SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. X X X 0 0 0 0 0 0 0 0 0 JIM FURMAN MANAGING DIRECTOR 196217 0 0 0 0 0 8545 0 844 0 205606 0 0 0 LEE KAPPES MANAGING DIRECTOR 184502 0 0 0 0 0 7567 0 11015 0 203084 0 0 0 SHIRLEY HALL DIRECTOR PROGRAM DEVELOPMENT 170756 0 0 0 0 0 4547 0 592 0 175895 0 0 0 BRIAN JOHNSON DIRECTOR PROGRAM DEVELOMENT 150644 0 0 0 0 0 6383 0 868 0 157895 0 0 0 CHARLOTTE DANIELSON BOARD MEMBER AND FOUNDER 29661 ON JUNE 16, 2023 THE ORGANIZATION ENTERED INTO A IP PURCHASE AGREEMENT WITH THE FOUNDING BOARD MEMBER 0 FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - THE FORM 990 IS PRESENTED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS BY ELECTRONIC DISTRIBUTION BEFORE IT IS FILED WITH THE IRS. THE 990 IS PRESENTED VIA ELECTRONIC MEDIA TO THE BOARD FOR REVIEW ALONGSIDE AUDITED FINANCIALS. ONCE APPROVED BY THE EC, THE 990 WILL BE SIGNED BY THE EXECUTIVE DIRECTOR AND FILED. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMEBRS ANNUALLY COMPLETE A DISCLOSURE STATEMENT AND ARE REQUIRED TO STATE ANY CONFLICT OF INTEREST OR TRANSACTION COVERED UNDER THE CONFLICT OF INTEREST POLICY WITH REGARD TO MATTERS BROUGHT BEFORE THEM FOR VOTE. MEMBERS AGREE TO IMMEDIATELY DISCLOSE THE EXISTENCE AND CIRCUMSTANCES OF COVERED TRANSACTIONS IN WRITING, EITHER TO THE BOARD OR AN AUTHORIZED COMMITTEE THEREOF; REFRAIN FROM USING PERSONAL INFLUENCE TO ENCOURAGE THE ORGANIZATION TO ENTER INTO A COVERED TRANSACTION; AND PHYSICALLY EXCUSE HIMSELF OR HERSELF FROM PARTICIPATION IN ANY DISCUSSIONS REGARDINGCOVERED TRANSACTIONS. THE POLICY IS ADMINISTERED BY THE BOARD. THE BOARD IS RESPONSIBLE FOR REVIEWING DISCLOSURE STATEMENTS , RECEIVING DISCLOSURES RELATING TO CONFLCITS OF INTEREST; REVIEWING COVERED TRANSACTIONS TO DETERMINE WHETHER THEY CONSTITUTE CONFLICTS OF INTEREST. THE ORGANIZATION MAY ENTER INTO A COVERED TRANSACTION IF THE BOARD, OR ANY AUTHORIZED COMMITTEE THEREOF, DETERMINES, ACTING WITHOUT THE PARTICIPATION OR INFLUENCE OF THE COVERED PERSON, AND BASED ON COMPARABLE MARKET DATA (TO THE EXTENT AVAILABLE AND APPLICABLE), THAT SUCH TRANSACTION IS FAIR AND REASONABLE TO, AND IN THE BEST INTERESTS OF, THE CORPORATION. THE BOARD WILL DOCUMENT THE BASIS FOR ITS DETERMINATIONS IN THE MINUTES OF THE MEETING AT WHICH THE COVERED TRANSACTION IS CONSIDERED. FORM 990, PART VI, SECTION B, LINE 15 EVALUATION AND RECRUITMENT OF THE EXECUTIVE DIRECTOR IS CONDUCTED BY AN INDEPENDENT SEARCH FIRM UNDER THE SUPERVISION OF THE BOARD OF DIRECTORS. THE SEARCH FIRM'S DUE DILIGENCE INCLUDES THE COLLECTION OF DATA RELATED TO NECESSARY QUALIFICATIONS OF EACH CANDIDATE AS WELL AS COMPENSATION PAID BY SIMILARLY SITUATED NONPROFITS. THE BOARD USES BEST PRACTICES IN THEIR REVIEW OF THE DATA PROVIDED, AND DOCUMENTS HOW IT ARRIVES AT ITS DECISION, AND THIS IS RECORDED IN THE MINUTES OF THE MEETING OF THE BOARD. THE EXECUTIVE DIRECTOR CONDUCTS THE SEARCH FOR, AND EVALUATES THE QUALIFICATIONS OF, MEMBERS OF THE ORGANIZATION'S LEADERSHIP TEAM, RELYING ON EXTERNAL SUPPORT TO IDENTIFY CANDIDATES AND DETERMINE MARKET COMPARABILITY. MEMBERS OF THE LEADERSHIP TEAM ARE REVIEWED PERIODICALLY AND WHENEVER A CHANGE IS MADE TO THEIR COMPENSATION OR OTHER TERMS OF THEIR EMPLOYMENT. FORM 990, PART VI, SECTION C, LINE 19 OTHER DOCUMENTS AVAILABLE UPON REQUEST FORM 990, PART IX, LINE 11G PROFESSIONAL FEES AND CONSULTANTS: PROGRAM SERVICE EXPENSES 422,619. MANAGEMENT AND GENERAL EXPENSES 93,545. FUNDRAISING EXPENSES 6,608. TOTAL EXPENSES 522,772. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.