2024-11-15T07:33:05-06:00 2023-12-31 540618213 HANTZMON WIEBEL LLP PO BOX 1408 CHARLOTTESVILLE VA 22902 990 2023-01-01 541371584 CORE KNOWLEDGE FOUNDATION CORE 4349777550 801 EAST HIGH STREET CHARLOTTESVILLE VA 22902 LINDA BEVILACQUA PRESIDENT 4349777550 2024-11-11 1 0 P FRANK BERRY P00322544 4342962156 2023 2024-10-15 13:58:12Z LINDA BEVILACQUA 801 EAST HIGH STREET CHARLOTTESVILLE VA 22902 23518661 0 X WWW.COREKNOWLEDGE.ORG X 1986 VA THE FOUNDATION'S MISSION IS TO PROVIDE EDUCATIONAL EXCELLENCE AND EQUITY FOR ALL CHILDREN. 11 11 21 12 0 0 33101 14600 5526672 18169104 105160 455037 3325569 3496573 8990502 22135314 0 0 0 0 1474909 1774149 0 0 11130 2938742 4405872 4413651 6180021 4576851 15955293 15695147 35066937 1819099 2582949 13876048 32483988 X THE MISSION OF THE FOUNDATION IS THE RE-INTRODUCTION OF COHERENT CONTENT INTO THE EARLY GRADES AS A NECESSARY MEANS TO ACCOMPLISHING A FUNDAMENTAL GOAL OF SCHOOLING IN A DEMOCRACY ENABLING ALL CHILDREN TO THRIVE, AS JEFFERSON PUT IT, ACCORDING TO THEIR TALENTS AND VIRTUES, REGARDLESS OF WHO THEIR PARENTS HAPPEN TO BE. THE FOUNDATION'S GOALS ARE CAPUTRED IN ITS MOTTO "EDUCATIONAL EXCELLENCE AND EQUITY FOR ALL CHILDREN." WE BELEIVE THAT OPEN ACCESS TO EXEMPLARY CURRICULUM MATERIALS IS THE BEST WAY TO LEVEL THE PLAYING FIELD AND INCREASE EQUITY IN EDUCATION. THE FOUNDATION'S MISSION IS TO IMPROVE AMERICAN ELEMENTARY EDUCATION (AND THERBY SECONDARY EDUCATION TOO) BY PROVIDING OPEN ACCESS TO A SEQUENCED, CUMULATIVE AND COHERENT KNOWLEDGE BASED CURRICULUM FOR PRESCHOOL THROUGH GRADE 5. 0 0 1904466 13318526 CORE KNOWLEDGE LANGUAGE ARTS (CKLA) CURRICULUM AS OF 2015, CKLA INSTRUCTIONAL MATERIALS FOR PREK GRADE 5 (TEACHER GUIDES, ACTIVITY BOOKS, AND STUDENT BOOKS) HAVE BEEN AVAILABLE FOR FREE DOWNLOAD THROUGH THE CORE KNOWLEDGE WEBSITE. IN 2023, WE FINISHED DEVELOPMENT OF CKLA MIDDLE SCHOOLE (GRADES 6 THORUGH 8) MATERIALS. THEY ARE AVAILABLE FOR FREE DOWNLOAD ON OUR WEBSITE (WITH THE EXCEPTION OF MATERIALS UNDER COPYRIGHT) AND ARE AVAILABLE FOR PURCHASE.WE ALSO HAVE MADE AVAILABLE FOR FREE DOWNLOAD OUR CKLA IMPLEMENTATION RESOURCES GUIDE. THIS GUIDE ORGANIZES MANY FREE RESOURCES DESIGNED TO STRENGTHEN TEACHER AND LEADER COMPETENCIES REGARDING DIFFERENT FACETS OF THE CKLA PROGRAM. IN THE GUIDE, YOU WILL FIND LINKS TO HELPFUL RESOUCRESE SUCH AS ON-DEMAND WEBINARS, TURNKEY TRAINING MATERIALS, VIDEOS, ETC. SEE: HTTPS://WWW/COREKNOWLEDGE.ORG/IMPLEMENTATION/TOOLS-RESOURCES/CKLA-TOOLS ADDITIONALLY, THE FOUNDATION CONTINUES TO OFFER FREE GUIDANCE VIAE-MAIL AND PHONE SUPPORT TO THOSE TEACHERS AND SCHOOLS WORKING TOIMPLEMENT CKLA IN THEIR CLASSROMMS. 655636 4494620 CORE KNOWLEDGE HISTORY AND GEOGRAPHY (CKHG) CURRICULUM INITITALLY FUNDED WITH A BOARD-APPROVED USE OF THE FOUNDATION'S OWN ASSETS, THE FOUNDATION RECEIVED SUBSEQUENT GRANT FUNDING TO CONTINUE DEVELOPMENT OF CKHG. INSTRUCTIONAL MATERIALS FOR 50+ UNITS, K-GRADE 6 ARE AVAILABLE THROUGH OUR WEBSITE FOR FREE DOWNLOAD. FOR MORE INFORMATION, SEE:HTTPS://WWW.COREKNOWLEDGE.ORG/WP-CONTENT/UPLOADS/2019/10/CKHG_TITLES.PDFTHE CKHG K-8 PROGRAM INCLUDES HIGHLY ENGAGING STUDENT EDITIONS, EASY TO USE TEACHER GUIDES WITH THE BACKGROUND INFORMATION TEACHERS NEED EMBEDDED IN THE GUIDE, AND CLASSROOM SETS OF LARGE, COLORFUL TIMELINE CARDS TO BRING HISTORICAL EVENTS TO LIFE. THE TEACHER GUIDES ALSO INCLUDE: ADDITIONAL ACTIVITIES MAKING CROSS-CURRICULAR CONNECTIONS TO ART, ARCHITECTURE, AND MUSIC SPECIFIC TO THE HISTORICAL PERIOD AND REGION OF THE WORLD BEING STUDIED. DIGITAL RESOURCE LINKS WITH INSTRUCTION FOR VIRTUAL FIELD TRIPS TO MUSEUMS/HISTORICAL SITES ACROSS THE US AND AROUND THE WORLD - SUGGESTIONS FOR INSTRUCTIONAL ADAPTATIONS FORSTUDENTS NEEDING ADDITIONAL SUPPORT (STUDENTS WITH SPECIAL NEEDS AS WELL AS ENGLISH LANGUAGE LEARNERS), AS WELL AS CHALLENGES FOR STUDENTS WHO MORE QUICKLY GRASP THE CORE CONTENT AND SKILLS. A CIVICS FOCUS CALLED "THE PATHWAY TO CITIZENSHIP" IS ALSO INCLUDED IN ALL AMERICAN HISTORY UNITS. 561973 3852531 CORE KNOWLEDGE SCIENCE (CKSCI) CURRICULUMTHE CORE KNOWLEDGE SCIENCE (CKSCI) PROGRAM INCLUDES A COMPREHENSIVE ELEMENTARY SCIENCE CURRICULUM, PLUS ADDITIONAL RESOURCES FOR TEACHERS AND STUDENTS IN K-GRADE 8.THE CURRICULUM PROVIDES STUDENTS WITH A FIRM BASIS IN THE FACTUAL KNOWLEDGE OF THE SCIENCES AND ENGINEERING DESIGN SPECIFIED IN THE CORE KNOWLEDGE SCIENCE SEQUENCE. ADDITIONALLY, THIS PROGRAM HAS BEEN INFORMED BY MANY POSITIVE ASPECTS OF THE NEXT GENERATION SCIENCE STANDARDS (NGSS).THE CORE KNOWLEDGE SCIENCE PROGRAM INCLUDES: STUDENT READERS: ENGAGINGLY WRITTEN TO BRING THE WONDERS OF THE WORLD RIGHT INTO YOUR CLASSROOM, ALSO AVAILABLE AS E-BOOKS TEACHER GUIDES: WITH DETAILED LESSON PLANS AND ACTIVITY PAGE MASTERS, INCLUDING STUDENT INVESTIGATION GUIDES AND ASSESSMENTS AND NOTES FOR NGSS PERFORMANCE EXPECTATIONS ONLINE RESOURCES GUIDES: WITH LINKS TO RESOURCES THAT SUPPORT LEARNING AND ENGAGEMENT WITH THE CORE IDEAS IN SCIENCE AND ENGINEERING 3122075 1 0 0 0 0 0 0 0 0 1 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 0 0 0 0 0 0 0 0 0 0 0 0 1 28 0 21 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 1 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 1 1 1 0 VA X LINDA BEVILACQUA 4349777550 801 EAST HIGH STREET CHARLOTTESVILLE VA 22902 JOHN BALLEN CHAIRMAN 1.00 X X 0 0 0 STEPHEN TOMLIN VICE CHAIRMAN AND TRESURER 1.00 X X 0 0 0 ED HIRSCH TRUSTEE 1.00 X X 0 0 0 LOUISA D SPENCER SECRETARY 1.00 X X 0 0 0 LEWIS BLAUSTEIN TRUSTEE 1.00 X 0 0 0 BRAD MILLER TRUSTEE 1.00 X 0 0 0 DAVID HURWITZ TRUSTEE 1.00 X 0 0 0 JOHN HIRSCH TRUSTEE 1.00 X 0 0 0 JEFF LITT TRUSTEE 1.00 X 0 0 0 MARC SMITH TRUSTEE 1.00 X 0 0 0 MIKE GIARLA TRUSTEE 1.00 X 0 0 0 LINDA BEVILACQUA PRESIDENT 50.00 X 201673 0 0 DANIEL FRANCK DIRECTOR OF SCIENCE CURRIC 40.00 X 132811 0 0 ROSEMARY MCCORMICK DIRECTOR OF PUBLICATIONS D 40.00 X 126219 0 0 KRISTEN RODRGUEZ DIRECTOR OF SCHOOL ENGAGEM 40.00 X 114375 0 0 SAMANTHA LEGARD DIRECTOR OF OPERATIONS 40.00 X 106908 0 0 ILENE GOLDMAN DIRECTOR OF SOCIAL STUDIES 40.00 X 105900 0 0 787886 0 0 6 0 1 0 SIX RED MARBLES LLC PO BOX 419233 BOSTON MA 02241 PUBLICATION DEVELOPMENT 2331414 1 14600 14600 EDUCATIONAL MATERIAL USAGE 900099 17507922 17507922 CONTRACT INCOME 900099 553747 553747 WORKSHOP REVENUE 900099 107435 107435 18169104 455037 455037 4876569 1383347 3493222 3493222 MISCELLANEOUS REVENUE 900099 3351 3351 3351 22135314 21665677 0 455037 X 201673 199656 2017 1358250 135137 1214834 8279 94084 19364 74668 52 120142 12342 107018 782 2681957 2455586 226371 7927 68 7859 132039 96995 35044 642228 642228 68152 36738 31414 4282 3613 669 47786 47786 60279 60279 BANK FEES AND WRITE-OFF 318366 318366 POSTAGE AND SHIPPING 281363 276281 5082 MAINTENANCE, REPAIRS AN 96242 71972 24270 DUES AND SUBSCRIPTIONS 37840 5149 32691 27411 8830 18581 6180021 3122075 3046816 11130 1082135 665893 4297487 6733998 752216 438422 3385175 4807178 106155 268421 1960736 1441144 531273 519592 4131939 11451639 11881 10827 1396886 10170967 15695147 35066937 369636 769288 42621 735003 1406842 1078658 1819099 2582949 X 13865384 32473324 10664 10664 13876048 32483988 15695147 35066937 X 15955293 1122821 1529826 0 X X 0 1 X 1 0 X 241233 201077 27732 33101 14600 517743 2067483 4227963 7964823 11136998 23045673 48442940 2308716 4429040 7992555 11170099 23060273 48960683 5000 3000 8000 0 5000 3000 8000 48952683 127055 49332 55683 112865 455037 799972 127055 49332 55683 112865 455037 799972 6 43068 3351 46425 2435771 4478372 8048244 11326032 23518661 49807080 0.98280 0.98150 0.01610 0.01660 X 2843385 142870 2986255 3398645 -555260 2843385 2769943 628702 3398645 2600055 289888 120000 2769943 2066284 533771 2600055 1.00000 1 0 186662 186662 644748 380449 264299 99258 76175 23083 1030068 984520 45548 519592 RIGHT-OF-USE ASSET 830705 ROYALTY INCOME RECEIVABLE 9340262 10170967 LEASE LIABILITY 1078658 1078658 X 22995410 1122821 -262725 860096 22135314 0 22135314 5917296 0 5917296 262725 262725 6180021 PART V, LINE 4: FUNDS ARE USED FOR INVESTMENT OF FUNDS NOT ANTICIPATED TO BE NEEDED IN THE NEAR TERM WITH THE EXPECTATION OF REALIZING IMPROVED LONG TERM RETURNS OVER TEMPORARY SAVINGS AND MONEY MARKET OPTIONS. PART X, LINE 2: THE FOUNDATION IS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER IRC SECTION 501(A). THE FOUNDATION HAS ALSO BEEN CLASSIFIED AS AN ORGANIZATION WHICH IS NOT A PRIVATE FOUNDATION UNDER IRC SECTION 509(A)(2). THEREFORE, NO PROVISION OR LIABILITY FOR FEDERAL OR STATE INCOME TAXES HAS BEEN INCLUDED IN THESE FINANCIAL STATEMENTS. MANAGEMENT BELIEVES THAT THE FOUNDATION CONTINUES TO SATISFY THE REQUIREMENT OF A TAX-EXEMPT ORGANIZATION AND THEREFORE HAS NO UNCERTAIN INCOME TAX POSITIONS AT DECEMBER 31, 2023 AND 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: WRITE-OFF OF RIGHT OF USE OPERATING LEASE ASSET PART XII, LINE 4B - OTHER ADJUSTMENTS: WRITE-OFF OF RIGHT OF USE OPERATING LEASE ASSET PART V, LINE 4: THE BOARD OF DIRECTORS HAS DESIGNATED A PORTION OF UNRESTRICTED NET ASSETS AS AN ENDOWMENT FUND. INVESTMENT INCOME EARNED ON THESE ASSETS IS REINVESTED IN THIS FUND. THESE FUNDS CAN BE USED TO FINANCE UNRESTRICTED OPERATIONS AS NECESSARY. X X 0 0 0 0 0 0 0 0 0 LINDA BEVILACQUA PRESIDENT 201673 0 0 0 0 0 0 0 0 0 201673 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 JOHN HIRSCH IS THE SON OF E.D. HIRSCH. NEITHER RECEIVES COMPENSATION FOR THEIR SERVICES OUR CONDUCTS OTHER BUSINESS WITH THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 IS PROVIDED TO THE AUDIT COMMITTEE FOR REVIEW. THE AUDIT COMMITTEE THEN PRESENT IT TO THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES, BOARD MEMBERS AND OFFICERS ARE COVERED UNDER THE CONFLICT OF INTEREST POLICY. THE PRESIDENT MAKES THE DETERMINATION OF WHETHER CONFLICTS EXIST AND REVIEWS ACTUAL CONFLICTS. TO REGULARLY AND CONSISTENTLY MONIOT COMPLIANCE WITH THE POLICY, ALL EMPLOYEES ARE ASKED TO SIGN A CONFIDENTIALITY AGREEMENT UPON HIRE. THEY ARE REQUIRED TO LET THE PRESIDENT KNOW OF ANY OTHER EMPLOYMENT AND IT IS AT THE DISCRETION OF THE PRESIDENT TO DETERMINE IF THERE IS A CONFLICT AND PROVIDE APPROVAL. WHEN DEALING WITH A BOARD MEMBER OR AN OFFICER, AND AD HOC COMMITTEE OF THE BOARD IS FORMED TO EXPLORE ISSUES RELATED TO THE POTENTIAL CONFLICT. THE COMMITTEE PRESENTS ITS RESEARCH TO THE BOARD AND THE BOARD MAKES A DECISION ON APPROVAL OR DISAPPROVAL. THE DECISION IS DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION B, LINE 15 MANAGEMENT, KEY EMPLOYEES AND OFFICERS' COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS ON AN ANNUAL BASIS. THE BOARD DETERMINES REASONABLENESS OF COMPENSATION AMOUNTS BASED ON COMPARISON TO OTHER SIMILAR ORGANIZATIONS AND COMPARABILITY DATA. ALL DECISION ARE DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 450. MANAGEMENT AND GENERAL EXPENSES 220,960. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 221,410. PUBLICATION AND DEVELOPMENT: PROGRAM SERVICE EXPENSES 2,344,280. MANAGEMENT AND GENERAL EXPENSES 200. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,344,480. CONSULTANTS: PROGRAM SERVICE EXPENSES 110,856. MANAGEMENT AND GENERAL EXPENSES 5,211. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 116,067. PART XII, LINE 2C: NO CHANGE IN OVERSIGHT PROCESS DURING THE YEAR. FORM 990, PART XI, LINE 9 THE PRIOR PERIOD ADJUSTMENT REPRESENTS RECEIVABLE FOR PAYMENTS FOR USAGE OF EDUCATIONAL MATERIALS THAT WERE ATTRIBUTABLE TO 2022 BUT NOT RECORDED IN 2022. THE PRIOR YEAR FINANCIAL STATEMENTS HAVE BEEN RESTATED AND SCHEDLE A REFELCTS THE CORRECTED REVENUE AMOUNTS. SCHEDULE A CORE KNOWLEDGE FOUNDATION CHANGED ITS PUBLIC SUPPORT REPORTING FOR SCHEDULE A IN 2023. THE FOUNDATION PREVIOUSLY REPORTED AS AN ORGANIZATION THAT RECEIVED A SUBSTANTIAL PORTION OF ITS SUPPORT FROM GOVERNMENTAL UNITS OR THE PUBLIC, CHECKED BOX 7 AND COMPLETED PART II OF SCHEDULE A. DUE TO THE DRAMATIC INCREASE IN PROGRAM RELATED REVENUE, THE FOUNDATION IS REPORTING AS ORGANIZATION THAT RECEIVES MORE THAN 33 1/3 OF ITS SUPPORT FROM CONTRIBUTIONS, MEMBERSHIP FEES AND GROSS RECEIPTS FROM ACTIVITIES RELATED TO ITS EXEMPT FUNCTIONS, AND CHECKED BOX 10 AND COMPLETED PART III OF SCHEDULE A. ALL INFORMATION IN THE REPORTED 5 YEAR PERIOUD AND PRIOR YEAR PUBLIC SUPPORT AN D INVESTMENT PERCENTAGES HAVE BEEN RESTATED PURSUANT TO THE REQUIREMENTS OF PART III