2025-05-13T17:37:03-05:00 2024-06-30 390974031 WEGNER CPAS LLP 419 N LEE ST ALEXANDRIA VA 223142301 990 2023-07-01 352645251 GRADIENT LEARNING GRAD 9493284148 340 S LEMON AVE 6119 WALNUT CA 91789 MONICA MILLIGAN EXECUTIVE DIRECTOR 9493284148 2025-05-13 1 1 GLENN MILLER CPA P00086726 7035190990 2025-05-06 2023 2025-03-06 01:10:19Z MONICA MILLIGAN 340 S LEMON AVE 6119 WALNUT CA 91789 30361987 0 X GRADIENTLEARNING.ORG X 2018 CA SEE SCHEDULE O. 4 4 93 4 0 0 250000 30250000 0 0 85835 110852 6800 1135 342635 30361987 0 0 0 0 14055779 11887055 0 0 0 14773490 12817659 28829269 24704714 -28486634 5657273 10886929 16503404 1604875 1564077 9282054 14939327 X SEE SCHEDULE O. 0 0 9701579 0 0 PROGRAM SUCCESS - THE PROGRAM 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. 4294009 0 0 PROGRAM DELIVERY - THE PROGRAM DELIVERY TEAM DELIVERS A SYSTEM OF SUPPORTS THAT INCLUDES A LEARNING MANAGEMENT SYSTEM, CURRICULA, RESOURCES, AND APPLICATIONS THAT PROVIDES STUDENTS AND TEACHERS WITH THE TOOLS THEY NEED TO ENGAGE IN RIGOROUS CLASSROOM LEARNING. 3106307 0 0 TRAINING & CONVENING - GRADIENT LEARNING HOSTS SUMMER TRAINING SESSIONS TO PREPARE SCHOOL LEADERS AND TEACHERS TO IMPLEMENT THE GRADIENT 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. 2440725 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. 2318267 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. 177050 0 0 PARTNERSHIPS & IMPACT - THE PARTNERSHIPS & IMPACT TEAM WORKS TO EXPAND GRADIENT LEARNING'S REACH BY DEVELOPING NEW SCHOOL AND DISTRICT PARTNERSHIPS, COLLABORATING WITH ORGANIZATIONS IN THE EDUCATION FIELD, AND FOSTERING DEEPER ENGAGEMENT WITH PARTNERS THROUGH MEANINGFUL COLLABORATION. THESE EFFORTS SUPPORT THE ORGANIZATION'S MISSION TO IMPROVE STUDENT OUTCOMES BY CREATING PRACTICAL, HIGH-QUALITY SOLUTIONS THAT EDUCATORS AND LEADERS CAN USE ACROSS THE EDUCATION SYSTEM. 4936042 0 0 22037937 1 1 0 0 0 0 0 0 0 0 1 0 0 1 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 45 0 93 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 1 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 ROB BEARDEN BOARD MEMBER 1.00 X 0 0 0 ALEX HERNANDEZ BOARD MEMBER 1.00 X 0 0 0 SANDRA LOU HUANG BOARD MEMBER (START AUG 2023) 1.00 X 0 0 0 ANDREW GOLDIN EXECUTIVE DIRECTOR (THRU SEPT 2023) 40.00 X 478295 0 47346 MONICA MILLIGAN EXECUTIVE DIRECTOR 40.00 X 284129 0 47512 BENJAMIN ROH CFO/COO (THRU MAR 2024) 40.00 X 341827 0 34772 JOY KNOX MD INFORMATION SYSTEMS & SECURITY 40.00 X 317782 0 52354 ANDY HOANG CHIEF MARKETING OFFICER 40.00 X 256501 0 42680 ANDREW MALONE MANAGING DIRECTOR - ACADEMICS 40.00 X 209336 0 26141 WHITNEY METZGER THRU AUG 2023 MANAGING DIRECTOR - GROWTH 40.00 X 206117 0 23415 SAMIA ZAIDI MANAGING DIRECTOR - PROGRAMS 40.00 X 175721 0 19888 2269708 0 294108 49 0 1 0 AMERICAN EXPRESS GBT US LLC 14635 N KIERLAND BLVD 13-01-72 SCOTTSDALE AZ 85254 TRAVEL SERVICES- SUMMER TRAINING 939244 SAVOR 2301 SOUTH LAKE SHORE DRIVE CHICAGO IL 60616 EVENT CATERING - SUMMER TRAINING 463315 JENNIFER JAMES SOTO PLLC 2502 OCEAN DRIVE SOUTH JACKSONVILLE BEACH FL 32250 LEGAL COUNSEL 239700 THE LEARNING ACCELERATOR 103 ROARING BROOK RD PORTLAND ME 04103 ALONG PILOT PARTNERSHIP 153490 WHITEBOARD ADVISORS 1000 POTOMAC ST NW SUITE 150 WASHINGTON DC 20007 CONSULTING 121530 8 30250000 30250000 110852 110852 1135 1135 1135 30361987 0 0 111987 X 1001086 822965 178121 8011262 6655698 1355564 706022 580401 125621 1479342 1216126 263216 689343 566690 122653 514325 514325 41474 41474 2734942 2541960 192982 1110959 1110959 32875 7182 25693 5090407 5001316 89091 796093 760801 35292 2333332 2223847 109485 101915 22266 79649 61337 13401 47936 24704714 22037937 2666777 0 1120070 13144904 2632608 1349799 330334 330334 0 0 7030430 291282 103821 1717419 10886929 16503404 1604875 1564077 1604875 1564077 X 9282054 14939327 9282054 14939327 10886929 16503404 5657273 0 X 0 1 X 1 0 X 33262000 31250000 36750000 250000 30250000 131762000 33262000 31250000 36750000 250000 30250000 131762000 39359962 92402038 85835 110852 196687 21500 13800 6800 1135 43235 132001922 0.70000 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. 2023 AMOUNT: $ 1,135. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 330334 330334 0 0 DEPOSITS 1717419 1717419 30361987 0 30361987 0 30361987 24704714 0 24704714 0 24704714 X X X 0 0 0 0 0 0 0 0 0 ANDREW GOLDIN EXECUTIVE DIRECTOR (THRU SEPT 2023) 312670 0 165625 0 0 0 39854 0 7492 0 525641 0 0 0 BENJAMIN ROH CFO/COO (THRU MAR 2024) 310713 0 31114 0 0 0 28489 0 6283 0 376599 0 0 0 JOY KNOX MD INFORMATION SYSTEMS & SECURITY 288665 0 29117 0 0 0 26839 0 25515 0 370136 0 0 0 MONICA MILLIGAN EXECUTIVE DIRECTOR 261956 0 22173 0 0 0 23358 0 24154 0 331641 0 0 0 ANDY HOANG CHIEF MARKETING OFFICER 233166 0 23335 0 0 0 21670 0 21010 0 299181 0 0 0 ANDREW MALONE MANAGING DIRECTOR - ACADEMICS 190808 0 18528 0 0 0 17520 0 8621 0 235477 0 0 0 WHITNEY METZGER THRU AUG 2023 MANAGING DIRECTOR - GROWTH 206117 0 0 0 0 0 13374 0 10041 0 229532 0 0 0 SAMIA ZAIDI MANAGING DIRECTOR - PROGRAMS 162271 0 13450 0 0 0 14669 0 5219 0 195609 0 0 0 FORM 990, PART I, LINE 1 GRADIENT LEARNING OVERSEES THE GRADIENT LEARNING AND ALONG PROGRAMS. THE GRADIENT LEARNING PROGRAM IS A RESEARCH-BASED APPROACH TO EDUCATION DESIGNED TO DRIVE STUDENT ENGAGEMENT, STRONG STUDENT-TEACHER CONNECTIONS, AND ACADEMIC 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 GRADIENT LEARNING AND ALONG PROGRAMS. THE GRADIENT LEARNING PROGRAM IS A RESEARCH-BASED APPROACH TO EDUCATION DESIGNED TO DRIVE STUDENT ENGAGEMENT, STRONG STUDENT-TEACHER CONNECTIONS, AND ACADEMIC 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 2 PRISCILLA CHAN AND SANDRA LIU HUANG HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 7A CHAN ZUCKERBERG INITIATIVE, LLC (CZI) 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. FORM 990, PART IX, LINE 11G CONSULTING FEES: PROGRAM SERVICE EXPENSES 1,515,727. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,515,727. PLATFORM CONTENT PROVIDERS: PROGRAM SERVICE EXPENSES 770,279. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 770,279. FELLOWSHIP FEES: PROGRAM SERVICE EXPENSES 255,954. MANAGEMENT AND GENERAL EXPENSES 107,997. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 363,951. PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 84,985. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 84,985. 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 - 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 404 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") MEMBER. OPERATIONALLY THESE ENTITIES DO NOT CONTROL EACH OTHER AND ARE SEPARATELY GOVERNED. CZI PROVIDES PRO BONO SUPPORT, INCLUDING TECHNOLOGY SUPPORT, FOR FILING ORGANIZATION'S GRADIENT LEARNING PLATFORM (GLP). CZI STAFF WORKING ON GLP FOLLOW THE SAME PRIVACY AND SECURITY POLICIES TO WHICH GLP 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.GRADIENTLEARNING.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'S MEMBER. META AND THE FILING ORGANIZATION ARE OPERATIONALLY UNRELATED AND SEPARATELY GOVERNED. ONE OF THE MANAGERS OF CZI'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 PROVIDES PRO BONO SUPPORT, INCLUDING TECHNOLOGY SUPPORT, FOR FILING ORGANIZATION'S GRADIENT LEARNING PLATFORM (GLP). CZI STAFF WORKING ON GLP FOLLOW THE SAME PRIVACY AND SECURITY POLICIES TO WHICH GLP HOLDS ITSELF AND ITS SERVICE PROVIDERS. DATA IS USED FOR EDUCATIONAL PURPOSES ONLY AND IS NEITHER SOLD NOR SHARED WITH META. SEE HTTPS://WWW.GRADIENTLEARNING.ORG/PRIVACY-CENTER FOR MORE INFORMATION.