2026-05-07T12:46:00-05:00 2025-06-30 334358135 SAX ADVISORS LLC 389 INTERPACE PARKWAY STE 3 PARSIPPANY NJ 07054 990 2024-07-01 823776745 THE DANIELSON GROUP INC DANI 7088907106 1720 WEST DIVISION STREET CHICAGO IL 60622 MARY L KAPPES CHIEF EXECUTIVE OFFICER 7088907106 2026-05-07 1 0 MARQUS WHITE P00053187 9734726250 2026-03-31 2024 2025-03-06 01:10:19Z MARY L KAPPES 1720 WEST DIVISION STREET CHICAGO IL 60622 3232448 0 X HTTPS://DANIELSONGROUP.ORG X 2017 DE TO ADVANCE THE TEACHING PROFESSION IN SERVICE OF STUDENT LEARNING AND DEVELOPMENT. 8 8 28 9 0 0 578694 714753 2167792 1927923 0 25 405919 589747 3152405 3232448 0 0 0 0 1810608 1738698 0 0 0 1072933 1225878 2883541 2964576 268864 267872 2099283 1950567 1668502 1251914 430781 698653 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 1196112 1200662 IN 2025, THE DANIELSON GROUP DEEPENED PARTNERSHIPS WITH SCHOOL DISTRICTS, STATES, EDUCATOR PREPARATION PROGRAMS, AND EDUCATIONAL ORGANIZATIONS TO BUILD COHERENT PROFESSIONAL LEARNING SYSTEMS ANCHORED IN THE FRAMEWORK FOR TEACHING. THE ORGANIZATION LAUNCHED A REDESIGNED COACHING AND PROFESSIONAL LEARNING MODEL FOCUSED ON STRENGTHENING INSTRUCTIONAL LEADERSHIP, ALIGNING EVALUATION AND GROWTH SYSTEMS, AND SUPPORTING LITERACY-CENTERED IMPROVEMENT EFFORTS. PARTNERSHIPS INCREASINGLY EMPHASIZED SYSTEM-LEVEL COHERENCE AND SUSTAINABLE INSTRUCTIONAL CAPACITY. AS AI-ENABLED TOOLS CONTINUE TO RESHAPE INSTRUCTIONAL ENVIRONMENTS, THE DANIELSON GROUP PROVIDED GUIDANCE TO ENSURE RESPONSIBLE, RESEARCH-ALIGNED INTEGRATION OF THE FRAMEWORK WITHIN DIGITAL PLATFORMS. 701266 727261 THE DANIELSON GROUP EXPANDED ACCESS TO RESEARCH-BASED PROFESSIONAL LEARNING THROUGH ONLINE COURSES, WEBINARS, PUBLICATIONS, AND DIGITAL RESOURCES ALIGNED TO THE FRAMEWORK FOR TEACHING. DIGITAL ENGAGEMENT GREW SIGNIFICANTLY IN 2025: WEBSITE ENGAGEMENT INCREASED 53.9%, ENGAGEMENT TIME INCREASED 21.6% AND TOTAL VIEWS EXCEEDED 1 MILLION.RESOURCE PAGE VISITS INCREASED BY MORE THAN 10,000. AVAILING OURSELVES OF ADVANCED AI TECHNOLOGY, A DEDICATED CAMPAIGN SUPPORTING ENHANCING PROFESSIONAL PRACTICE GENERATED NEARLY 30,000 REFERRAL ENGAGEMENTS TO THE PUBLISHER'S SITE, REFLECTING SUSTAINED NATIONAL DEMAND FOR FFT-ALIGNED SCHOLARSHIP. 511481 THROUGH FEDERAL FUNDING, INCLUDING PROJECT PLEDGE, THE DANIELSON GROUP CONTINUED TO PROVIDE TARGETED PROFESSIONAL DEVELOPMENT TO TEACHERS, COACHES, AND INSTRUCTIONAL LEADERS FOCUSED ON IMPROVING LITERACY OUTCOMES FOR MULTILINGUAL LEARNERS. IN 2025, THE PROJECT EXPANDED ITS REACH BEYOND ITS ORIGINAL MARYLAND DISTRICT COHORT TO ENGAGE EDUCATORS NATIONALLY, STRENGTHENING INSTRUCTIONAL PRACTICES THAT SUPPORT INCLUSIVE AND AFFIRMING CLASSROOM ENVIRONMENTS ALIGNED TO THE ORGANIZATION'S MISSION. THE DANIELSON GROUP CONTINUED TO STEWARD AND EXPAND LICENSING AGREEMENTS THAT EMBED THE FRAMEWORK FOR TEACHING WITHIN EDUCATIONAL MANAGEMENT PLATFORMS, COACHING SYSTEMS, AND DIGITAL PROFESSIONAL LEARNING TOOLS. IN 2025, LICENSING PARTNERSHIPS INCREASINGLY REFLECTED THE NEED FOR HIGH-FIDELITY INTEGRATION OF THE FRAMEWORK WITHIN AI-ENABLED AND DIGITALLY MEDIATED INSTRUCTIONAL ENVIRONMENTS. THE ORGANIZATION STRENGTHENED ITS OVERSIGHT AND PARTNERSHIP STRUCTURES TO ENSURE THAT USE OF ITS INTELLECTUAL PROPERTY REMAINS ALIGNED TO RESEARCH-BASED PRINCIPLES OF EFFECTIVE TEACHING WHILE INCREASING ACCESSIBILITY AND SCALE. 2408859 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 11 0 1 28 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 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 ROSEN 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 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 JENNIFER CHEATHAM MEMBER 1.00 X 0 0 0 MARY L KAPPES CHIEF EXECUTIVE OFFICER 40.00 X 239749 0 22541 DARA STIGDON DIR. FINANCE & OPERATIONS 40.00 X 175602 0 21750 BRIAN JOHNSON DIR. LEARNING DESIGN & DEVELOPMENT 40.00 X 188251 0 20228 KARYN WRIGHT ASST. DIR. PARTNERSHIPS 40.00 X 161429 0 14029 LINDSAY PRENDERGAST ASST. DIR. STRATEGY & DEVEL. 40.00 X 148125 0 24247 913156 0 102795 5 0 1 0 D AUGUST & ASSOCIATES 4500 WETHERILL RD BETHESDA MD 20816 CURRICULUM DEVELOPMENT 167000 INTEGRAL ED SERVICES LLC 422 STATE STREET 16 BROOKLYN NY 11217 CURRICULUM DEVELOPMENT 123343 2 714753 714753 SUPPORT SERVICES 611710 1927923 1927923 1927923 25 25 581987 581987 OTHER REVENUE 900099 7760 7760 7760 3232448 1927923 0 589772 X 1021623 917684 103939 587826 555919 31907 9882 9697 185 4871 4612 259 114496 104889 9607 91987 91987 28100 28100 523038 437375 85663 64056 32028 32028 50406 40325 10081 25930 2593 23337 251748 152441 99307 6481 6481 97712 97205 507 19181 17571 1610 OTHER EXPENSES 18147 14202 3945 SUPPLIES AND MATERIALS 15815 14951 864 PROFESSIONAL DEVELOPMEN 13993 13993 BANK FEES AND INTEREST 12267 12267 7017 886 6131 2964576 2408859 555717 0 336581 185219 375025 482600 513851 27981 65378 47505 28210 11128 19295 1240993 791799 2099283 1950567 112345 120917 230800 230225 145020 155529 147837 1170403 607340 1668502 1251914 X 430781 698653 430781 698653 2099283 1950567 267872 0 X 0 1 X 1 0 X 718380 269567 587200 578694 714753 2868594 1797275 715134 2014962 2167792 1927923 8623086 2515655 984701 2602162 2746486 2642676 11491680 0 0 0 11491680 29736 47682 295269 399215 582012 1353914 29736 47682 295269 399215 582012 1353914 8537 867 2737 6704 7760 26605 2553928 1033250 2900168 3152405 3232448 12872199 0.89280 0.93310 0.10520 0.06350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 47505 28210 19295 19295 OTHER ASSETS 3493 ACQUIRED INTANGIBLE ASSET, NET 788306 791799 DUE TO RELATED PARTY 607340 607340 X 3232448 0 3232448 0 3232448 2964576 0 2964576 0 2964576 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, 2022 AND LATER ARE SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. X X X 0 0 0 0 0 0 0 0 0 MARY L KAPPES CHIEF EXECUTIVE OFFICER 239749 0 0 0 0 0 8925 0 13616 0 262290 0 0 0 BRIAN JOHNSON DIR. LEARNING DESIGN & DEVELOPMENT 188251 0 0 0 0 0 7942 0 12286 0 208479 0 0 0 DARA STIGDON DIR. FINANCE & OPERATIONS 175602 0 0 0 0 0 7502 0 14248 0 197352 0 0 0 KARYN WRIGHT ASST. DIR. PARTNERSHIPS 161429 0 0 0 0 0 6457 0 7572 0 175458 0 0 0 LINDSAY PRENDERGAST ASST. DIR. STRATEGY & DEVEL. 148125 0 0 0 0 0 6399 0 17848 0 172372 0 0 0 CHARLOTTE DANIELSON BOARD MEMBER AND FOUNDER 205537 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 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 R&D CONSULTANT: PROGRAM SERVICE EXPENSES 372,932. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 372,932. PAYROLL SERVICE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 37,832. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 37,832. OTHER CONSULTANTS: PROGRAM SERVICE EXPENSES 9,440. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,440. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 55,003. MANAGEMENT AND GENERAL EXPENSES 47,831. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 102,834.