GRADIENT LEARNING

EIN: 352645251 501(c)(3) Education

WALNUT, CA

Total Revenue
$30,361,987
Total Expenses
$24,704,714
Total Assets
$16,503,404
Net Assets
$14,939,327
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2018
Legal Domicile
CA
Principal Officer
MONICA MILLIGAN
Phone
9493284148
Tax Period
2023-07-01 to 2024-06-30

GRADIENT LEARNING, founded in 2018, is a mid-sized nonprofit in the Education sector that reported $30.4M in total revenue in fiscal year 2023. Revenue surged 8761% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.7M, a strong 19% operating margin.

Mission

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $30,250,000
Program Service Revenue $0
Investment Income $110,852
Other Revenue $1,135
TOTAL REVENUE $30,361,987

Expense Breakdown

Grants Paid $0
Salaries & Benefits $11,887,055
Fundraising Expenses $0
Program Expenses $22,037,937
Other Expenses $12,817,659
TOTAL EXPENSES $24,704,714

Year-over-Year Comparison

2023 2022 Change
Revenue $30,361,987 $342,635 +87.6%
Expenses $24,704,714 $28,829,269 -0.1%
Net Income $5,657,273 $-28,486,634 -1.2%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
4
Independent Members
4
Employees
93
Volunteers
4

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$1,233,881
Total Directors
4
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
PRISCILLA CHAN MD CHAIRPERSON 1.00
Officer Director
$0 $0 $0
ROB BEARDEN BOARD MEMBER 1.00
Director
$0 $0 $0
ALEX HERNANDEZ BOARD MEMBER 1.00
Director
$0 $0 $0
SANDRA LOU HUANG BOARD MEMBER (START AUG 2023) 1.00
Director
$0 $0 $0
ANDREW GOLDIN EXECUTIVE DIRECTOR (THRU SEPT 2023) 40.00
Officer
$478,295 $47,346 $525,641
MONICA MILLIGAN EXECUTIVE DIRECTOR 40.00
Officer
$284,129 $47,512 $331,641
BENJAMIN ROH CFO/COO (THRU MAR 2024) 40.00
Officer
$341,827 $34,772 $376,599
JOY KNOX MD INFORMATION SYSTEMS & SECURITY 40.00
Highest
$317,782 $52,354 $370,136
ANDY HOANG CHIEF MARKETING OFFICER 40.00
Highest
$256,501 $42,680 $299,181
ANDREW MALONE MANAGING DIRECTOR - ACADEMICS 40.00
Highest
$209,336 $26,141 $235,477
WHITNEY METZGER THRU AUG 2023 MANAGING DIRECTOR - GROWTH 40.00
Highest
$206,117 $23,415 $229,532
SAMIA ZAIDI MANAGING DIRECTOR - PROGRAMS 40.00
Highest
$175,721 $19,888 $195,609
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $30,361,987 $24,704,714 $16,503,404 $5,657,273
2023 $342,635 $28,829,269 $10,886,929 $-28,486,634
2022 $36,763,800 $24,144,883 $39,564,552 $12,618,917
2021 $31,271,500 $20,461,952 $26,856,355 $10,809,548
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