Civic Intelligence

Pivot Learning Partners

990 • Fiscal year 2023 • EIN 94-3227655

Jul 01, 2023 to Aug 31, 2023 • Filed on Sep 20, 2024

Organization ProfileWWW.PIVOTLEARNING.ORG

View Organization Page

1300 Clay Street 600Oakland, CA 94612

(510) 250-2543

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$0

Down $6,056,679 (-100%) from 2022

Net Assets

Down

$0

Down $5,099,740 (-100%) from 2022

Liabilities

Down

$0

Down $956,939 (-100%) from 2022

Revenue And Expenses

Revenue

Down

$12,942

Down $7,063,447 (-100%) from 2022

Expenses

Down

$87,942

Down $6,394,054 (-99%) from 2022

Net Income

Down

-$75,000

Down $669,393 (-113%) from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $4,691,123Liabilities 2011: $796,997Net Assets 2011: $3,894,1262011Assets 2012: $4,503,376Liabilities 2012: $770,350Net Assets 2012: $3,733,0262012Assets 2013: $4,285,275Liabilities 2013: $747,873Net Assets 2013: $3,537,4022013Assets 2014: $3,881,588Liabilities 2014: $929,026Net Assets 2014: $2,952,5622014Assets 2015: $4,078,745Liabilities 2015: $912,701Net Assets 2015: $3,166,0442015Assets 2016: $3,936,235Liabilities 2016: $759,351Net Assets 2016: $3,176,8842016Assets 2017: $4,383,784Liabilities 2017: $636,039Net Assets 2017: $3,747,7452017Assets 2018: $5,069,205Liabilities 2018: $838,042Net Assets 2018: $4,231,1632018Assets 2019: $4,701,366Liabilities 2019: $824,400Net Assets 2019: $3,876,9662019Assets 2020: $5,230,904Liabilities 2020: $1,640,854Net Assets 2020: $3,590,0502020Assets 2021: $6,301,356Liabilities 2021: $1,677,024Net Assets 2021: $4,624,3322021Assets 2022: $6,056,679Liabilities 2022: $956,939Net Assets 2022: $5,099,7402022Assets 2023: $728,088Liabilities 2023: $653,088Net Assets 2023: $75,0002023Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0M-$10MRevenue 2011: $9,012,543Expenses 2011: $8,452,185Net Income 2011: $560,3582011Expenses 2012: $7,325,2832012Expenses 2013: $7,818,9932013Revenue 2014: $7,241,147Expenses 2014: $7,846,258Net Income 2014: -$605,1112014Revenue 2015: $7,490,288Expenses 2015: $7,250,202Net Income 2015: $240,0862015Revenue 2016: $7,374,031Expenses 2016: $7,368,178Net Income 2016: $5,8532016Revenue 2017: $5,619,864Expenses 2017: $5,066,798Net Income 2017: $553,0662017Revenue 2018: $4,476,318Expenses 2018: $3,999,804Net Income 2018: $476,5142018Revenue 2019: $3,927,062Expenses 2019: $4,295,393Net Income 2019: -$368,3312019Revenue 2020: $3,715,200Expenses 2020: $4,030,455Net Income 2020: -$315,2552020Revenue 2021: $5,602,627Expenses 2021: $4,549,899Net Income 2021: $1,052,7282021Revenue 2022: $7,076,389Expenses 2022: $6,481,996Net Income 2022: $594,3932022Revenue 2023: $2,733,612Expenses 2023: $8,100,538Net Income 2023: -$5,366,9262023Revenue 2023: $12,942Expenses 2023: $87,942Net Income 2023: -$75,0002023

Highlighted filing

2023

Revenue$12,942
Expenses$87,942
Net Income-$75,000
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Aug 31, 2023
Signed
Sep 20, 2024
Return Version
2023v5.1
Gross Receipts
$12,942
Mission and Program Overview

Mission

Pivot learning's mission is to ensure a rigorous, relevant, and inclusive public education for all students by developing instructional coherence and improving teaching and learning.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$276,466$0▼ $276,466
Investments Other Securities$228,587$0▼ $228,587
Investments in Publicly Traded Securities$221,205$0▼ $221,205
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$728,088$0▼ $728,088
Other Assets Total$1,830$0▼ $1,830
Liabilities
Other Liabilities$568,491$0▼ $568,491
Accounts Payable and Accrued Expenses$84,597$0▼ $84,597
Total Liabilities$653,088$0▼ $653,088
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$75,000$0▼ $75,000
Total Net Assets Fund Balance$75,000$0▼ $75,000
Total Liabilities and Net Assets / Fund Balance$728,088$0▼ $728,088
Compensation and Service Providers

Board Members and Trustees

NameTitle
Aron HonigCFO
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$3,584
Other Revenue
$9,358
Change in Net Assets
$-75,000
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$87,942
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$61,040-$61,040
Other Expenses-$13,638-$13,638
Information Technology-$7,451-$7,451
Fees for Services Legal-$4,117-$4,117
Fees for Service Investment Mgmnt Fees-$912-$912
Insurance-$416-$416
Advertising-$212-$212
Conferences and Meetings-$106-$106
Office Expenses-$50-$50
Total Functional Expenses$0$87,942$0$87,942
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“There is no committee with authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed by the cfo and any questions and changes are followed up on with the tax preparation firm prior to the filing with irs and ca taxing authorities.”

Form 990, Part VI, Section B, Line 12C

“The board of directors is reminded of the conflict of interest statement before taking a vote on issues that may generate conflicts.”

Form 990, Part VI, Section B, Line 15

“Salary reviews are conducted by the board of directors by reviewing the 990 forms of similar organizations as well as conducting and reviewing salary surveys periodically.”

Form 990, Part VI, Section C, Line 19

“Financial statements and conflict of interest statements are made available to the public via our website. Other documents can be obtained by written request to the organization.”

Filing and Contact Details

Filer

Filer Name
Pivot Learning
EIN
94-3227655
Phone
5102502543
Address
1300 CLAY STREET 600, OAKLAND, CA 94612

Signing Officer

Name
Aron Honig
Title
CFO
Phone
5108084154
Signed
2024-09-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Aron Honig
Formed
1995
Legal Domicile
CA
Voting Board Members
0
Independent Board Members
0
Employees
33
Volunteers
1

Preparer

Firm
Mengel Metzger Barr & Co Llp
Address
100 CHESTNUT STREET SUITE 1200, ROCHESTER, NY 14604
Preparer
Michelle Cain
Phone
5854231860
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 3

“All program services were merged with another unrelated 501(c)(3) organization by june of 2023 (see schedule n for details).”

Raw XML Appendix357 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt084597
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PIVOT LEARNING'S MISSION IS TO ENSURE A RIGOROUS, RELEVANT, AND INCLUSIVE PUBLIC EDUCATION FOR ALL STUDENTS BY DEVELOPING INSTRUCTIONAL COHERENCE AND IMPROVING TEACHING AND LEARNING.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0212
IRS990/AdvertisingGrp/TotalAmt0212
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ARON HONIG
IRS990/BooksInCareOfDetail/PhoneNum05108084154
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01300 CLAY STREET STE 600
IRS990/BooksInCareOfDetail/USAddress/CityNm0OAKLAND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094612
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0276466
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0106
IRS990/ConferencesMeetingsGrp/TotalAmt0106
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractTerminationInd0X
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt03584
IRS990/CYOtherExpensesAmt087942
IRS990/CYOtherRevenueAmt09358
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-75000
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt087942
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt012942
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0ALL PROGRAM SERVICES WERE MERGED WITH ANOTHER UNRELATED 501(C)(3) ORGANIZATION BY JUNE OF 2023 (SEE SCHEDULE N FOR DETAILS).
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt033
IRS990/EmploymentTaxReturnsFiledInd00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt061040
IRS990/FeesForServicesAccountingGrp/TotalAmt061040
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt04117
IRS990/FeesForServicesLegalGrp/TotalAmt04117
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0912
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0912
IRS990/FinalReturnInd0X
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0ARON HONIG
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0CFO
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt012942
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt07451
IRS990/InformationTechnologyGrp/TotalAmt07451
IRS990/InsuranceGrp/ManagementAndGeneralAmt0416
IRS990/InsuranceGrp/TotalAmt0416
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt03584
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03584
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0228587
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0221205
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PIVOT LEARNING'S MISSION IS TO ENSURE A RIGOROUS, RELEVANT, AND INCLUSIVE PUBLIC EDUCATION FOR ALL STUDENTS BY DEVELOPING INSTRUCTIONAL COHERENCE AND IMPROVING TEACHING AND LEARNING.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt075000
IRS990/NetAssetsOrFundBalancesEOYAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt075000
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt050
IRS990/OfficeExpensesGrp/TotalAmt050
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01830
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt013638
IRS990/OtherExpensesGrp/TotalAmt013638
IRS990/OtherLiabilitiesGrp/BOYAmt0568491
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0999999
IRS990/OtherRevenueMiscGrp/Desc0OTHER
IRS990/OtherRevenueMiscGrp/ExclusionAmt09358
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt09358
IRS990/OtherRevenueTotalAmt09358
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0ARON HONIG
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01715773
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt03383993
IRS990/PYInvestmentIncomeAmt0-10358
IRS990/PYOtherExpensesAmt02232564
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01028197
IRS990/PYRevenuesLessExpensesAmt0-5366926
IRS990/PYSalariesCompEmpBnftPaidAmt02483981
IRS990/PYTotalExpensesAmt08100538
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02733612
IRS990/QuidProQuoContributionsInd00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-75000
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0INFORMATION IN COLUMN (E) IS FOR THE TWO MONTHS ENDING AUGUST 31, 2023.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, SECTION A & B, COLUMN (E):
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01715757
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06226367
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04456471
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02632768
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt015031363
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03584
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt032646
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt031914
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt016968
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt023764
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0108876
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01028197
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0821216
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01119415
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01058668
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt04027496
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03584
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt032646
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt031914
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt016968
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt023764
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0108876
IRS990ScheduleA/InvestmentIncomeCYPct00.00570
IRS990ScheduleA/InvestmentIncomePYPct00.00550
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99430
IRS990ScheduleA/PublicSupportPY509Pct00.99450
IRS990ScheduleA/PublicSupportTotal509Amt019058859
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02743954
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt07047583
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt05575886
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt03691436
IRS990ScheduleA/Total509Grp/TotalAmt019058859
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03584
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02776600
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt07079497
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt05592854
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt03715200
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt019167735
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleN/AssetsDistributedInd01
IRS990ScheduleN/AttorneyGeneralNotifiedInd01
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessorInd01
IRS990ScheduleN/EmployeeOfSuccessorInd01
IRS990ScheduleN/LiabilitiesPaidInd01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH, EQUIPMENT, AND INVESTMENTS
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0UNBOUNDED LEARNING INC
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02023-08-31
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0475223320
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt0728088
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(C)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0BOOK VALUE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt0228 PARK AVE S STE 90834
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0NEW YORK
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0NY
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd0100031502
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd01
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0PERSON(S) INVOLVED: 2A.) EMMA PENGELLY, DOUG BORCHARD, SONJIHIA LOWERY, SARAH BRAYTON, AND BETH MEJIA. 2B.) ARUN RAMANATHAN, NADYA CHINOY DABBY, AND JOHANNAH KAPLAN
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt1EXPLANATION OF INVOLVEMENT: 2A.) NAMED INDIVIDUALS BECAME BOARD MEMBERS/OFFICERS OF THE RECIPIENT ORGANIZATION. 2B.) FORMER CEO BECAME A SPECIAL ADVISOR TO UNBOUNDED LEARNING'S CEO FOR A FEW MONTHS BEFORE BEING LET GO. FORMER CHIEF GROWTH OFFICER BECAME A MEMBER OF THE LEADERSHIP TEAM. AND THE FORMER CHIEF TALENT AND CULTURE OFFICER BECAME A MEMBER OF THE OPERATIONS TEAM.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2E:
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I, LINE 2E:
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL PROGRAM SERVICES WERE MERGED WITH ANOTHER UNRELATED 501(C)(3) ORGANIZATION BY JUNE OF 2023 (SEE SCHEDULE N FOR DETAILS).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE IS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS REVIEWED BY THE CFO AND ANY QUESTIONS AND CHANGES ARE FOLLOWED UP ON WITH THE TAX PREPARATION FIRM PRIOR TO THE FILING WITH IRS AND CA TAXING AUTHORITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS IS REMINDED OF THE CONFLICT OF INTEREST STATEMENT BEFORE TAKING A VOTE ON ISSUES THAT MAY GENERATE CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SALARY REVIEWS ARE CONDUCTED BY THE BOARD OF DIRECTORS BY REVIEWING THE 990 FORMS OF SIMILAR ORGANIZATIONS AS WELL AS CONDUCTING AND REVIEWING SALARY SURVEYS PERIODICALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FINANCIAL STATEMENTS AND CONFLICT OF INTEREST STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC VIA OUR WEBSITE. OTHER DOCUMENTS CAN BE OBTAINED BY WRITTEN REQUEST TO THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd01
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd01
IRS990/TotalAssetsBOYAmt0728088
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt0728088
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt033
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt087942
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt087942
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0653088
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0653088
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt075000
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt012942
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt012942
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt01
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0728088
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01300 CLAY STREET 600
IRS990/USAddress/CityNm0OAKLAND
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094612
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.PIVOTLEARNING.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ARON HONIG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum05108084154
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PIVOT LEARNING
ReturnHeader/Filer/BusinessNameControlTxt0PIVO
ReturnHeader/Filer/EIN0943227655
ReturnHeader/Filer/PhoneNum05102502543
ReturnHeader/Filer/USAddress/AddressLine1Txt01300 CLAY STREET 600
ReturnHeader/Filer/USAddress/CityNm0OAKLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094612
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161092347
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MENGEL METZGER BARR & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 CHESTNUT STREET SUITE 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014604
ReturnHeader/PreparerPersonGrp/PhoneNum05854231860
ReturnHeader/PreparerPersonGrp/PreparationDt02024-09-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELLE CAIN
ReturnHeader/ReturnTs02024-09-25T13:22:02-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02023-08-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$12,942
Expenses
$87,942
Net income
-$75,000
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.73$0.65$0.08$2.73$8.10$5.37
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$0.09$0.08
2022Detailed filing. Detailed filing data is available for this year.$6.06$0.96$5.10$7.08$6.48$0.59
2021Detailed filing. Detailed filing data is available for this year.$6.30$1.68$4.62$5.60$4.55$1.05
2020Detailed filing. Detailed filing data is available for this year.$5.23$1.64$3.59$3.72$4.03$0.32
2019Detailed filing. Detailed filing data is available for this year.$4.70$0.82$3.88$3.93$4.30$0.37
2018Detailed filing. Detailed filing data is available for this year.$5.07$0.84$4.23$4.48$4.00$0.48
2017Summary only. Only limited summary data is available for this year.$4.38$0.64$3.75$5.62$5.07$0.55
2016Detailed filing. Detailed filing data is available for this year.$3.94$0.76$3.18$7.37$7.37$0.01
2015Detailed filing. Detailed filing data is available for this year.$4.08$0.91$3.17$7.49$7.25$0.24
2014Detailed filing. Detailed filing data is available for this year.$3.88$0.93$2.95$7.24$7.85$0.61
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.29$0.75$3.54$7.82
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.50$0.77$3.73$7.33
2011Summary only. Only limited summary data is available for this year.$4.69$0.80$3.89$9.01$8.45$0.56