2026-05-29T14:44:29-05:00 2025-12-31 320705260 JOHN R HARPER CPA 3717 MT DIABLO BLVD STE 215 LAFAYETTE CA 94549 990 2025-01-01 462898471 THE GIVING EXCHANGE GIVI 9254826459 455 SUMMIT ROAD WALNUT CREEK CA 94598 ROD MICKELS DIRECTOR 9254826459 2026-05-29 1 JOHN HARPER P00641543 9253857024 X 2025 2025-03-06 01:10:19Z ROD MICKELS 455 SUMMIT ROAD WALNUT CREEK CA 94598 977346 0 X HTTPS://WWW.THEGIVINGEXCHANGE.NET X 2013 CA THE GIVING EXCHANGE PARTNERS WITH COMMUNITIES TO IMPLEMENT SELF-SUSTAINABLE MICROENTERPRISES. 0 0 2 30 -4291 0 634946 585905 0 0 120031 127463 60273 128239 815250 841607 230082 327552 0 0 115336 19401 0 0 129554 165561 199607 510979 546560 304271 295047 2079481 2390655 21648 5266 2057833 2385389 THE GIVING EXCHANGE PROVIDES BUSINESS TRAINING AND SEED CAPITAL THAT EQUIP LOCAL LEADERS TO START AND RUN SELF-SUSTAINABLE MICROENTERPRISES BENEFITING THEIR COMMUNITY. 0 0 186301 123733 SKILLS AND BUSINESS TRAININGS: THESE PROGRAMS IN EAST AFRICA PROVIDE COMPREHENSIVE VOCATIONAL TRAINING AND ENTREPRENEURSHIP EDUCATION TO UNDERSERVED COMMUNITIES. THROUGH THESE INITIATIVES, PARTICIPANTS GAIN VALUABLE SKILLS IN AREAS SUCH AS TAILORING, BASKETRY, PLASTIC BOTTLE BRICK MAKING, WELDING, BEAUTY, AND HAIRDRESSING, COUPLED WITH TRAINING IN BUSINESS MANAGEMENT, SALES AND MARKETING, AND LEADERSHIP SKILLS. THE PROGRAMS AIM TO EMPOWER INDIVIDUALS WITH THE TOOLS AND KNOWLEDGE NEEDED TO START AND SUSTAIN THEIR OWN BUSINESS, FOSTERING LONG-TERM ECONOMIC INDEPENDENCE AND SUSTAINABLE COMMUNITY DEVELOPMENT. 70658 46928 MICRO-ENTERPRISE AND INFRASTRUCTURE: THESE PROGRAMS SUPPORT SMALL-SCALE PRODUCERS AND COOPERATIVES WITH THE EQUIPMENT, INFRASTRUCTURE, AND TRAINING NEEDED TO LAUNCH OR SCALE INCOME-GENERATING ACTIVITIES IN EAST AFRICA. INITIATIVES INCLUDED MICROENTERPRISES SERVICING: ANKARA PAPER MAKING; SHEA BUTTER PRODUCTION; SHOE SALES; SANITARY PAD PRODUCTION; BLACK SOLDIER FLY FARMING TO PRODUCE AFFORDABLE, SUSTAINABLE ANIMAL FEED; PLASTIC WASTE CONVERSION; AND MORE. THESE PROJECTS PROMOTE INNOVATION, REDUCE DEPENDENCY ON EXTERNAL RESOURCES, AND CREATE LONG-TERM PATHWAYS FOR ECONOMIC RESILIENCE AND SELF-SUFFICIENCY. 70593 46885 ANIMAL REARING AND AGRICULTURAL ENTERPRISE: THESE PROGRAMS IN KENYA AND ZIMBABWE PROVIDE TRAINING AND RESOURCES TO FARMERS, EMPOWERING THEM TO ENHANCE FOOD SECURITY, INCREASE AGRICULTURAL PRODUCTIVITY, AND IMPROVE LIVELIHOODS. THROUGH PRACTICAL TRAINING AND EDUCATION, PARTICIPANTS LEARN BEST PRACTICES IN AREAS SUCH AS PIG REARING, POULTRY FARMING, DAIRY PRODUCTION AND AQUACULTURE, LEADING TO LONG-TERM ECONOMIC STABILITY AND COMMUNITY RESILIENCE. 327552 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 2 0 0 0 0 0 0 0 0 0 0 0 X 0 0 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 CA X ROD MICKELS 9254826459 455 SUMMIT ROAD WALNUT CREEK CA 94598 MING RICHIE EXECUTIVE DIRECTOR 40.00 X X 106090 0 0 RODNEY MICKELS DIRECTOR / CO-FOUNDER PRES 10.00 X X 0 0 0 TERRI WYGAL DIRECTOR & SECRETARY 5.00 X X 0 0 0 DREW HAGEN DIRECTOR 5.00 X 0 0 0 PAUL SALINGER DIRECTOR 5.00 X 0 0 0 KRISTEN RADAKOVICH DIRECTOR 5.00 X 0 0 0 CHRISTOPHER REVETRIA DIRECTOR 5.00 X 0 0 0 YASMIN BEERS DIRECTOR 5.00 X 0 0 0 LAURA CERVELLI DIRECTOR 5.00 X 0 0 0 JILL TANNER DIRECTOR 5.00 X 0 0 0 SUZANNE GEOFFRION DIRECTOR 5.00 X 0 0 0 MICHAEL BERTA DIRECTOR 5.00 X 0 0 0 BRUCE CACHO-NEGRETE DIRECTOR 5.00 X 0 0 0 AMY ALANES DIRECTOR 5.00 X 0 0 0 VICTORIA TSWAMUNO DIRECTOR 5.00 X 0 0 0 JAMIS SPALDING TREASURER 2.00 X 0 0 0 ALISSA MICKES PELATON VICE PRESIDENT 2.00 X 0 0 0 106090 0 0 1 0 0 0 0 585905 585905 64284 64284 198918 135739 63179 63179 63179 UNREALIZED MARKET LOSS 523000 132530 132530 ADMINISTRATION FOR FOL 561000 -4291 -4291 128239 841607 0 -4291 259993 327552 327552 8068 8068 11333 11333 3970 3970 928 928 960 960 FUNDRAISING EVENT 129554 129554 OPERATIONS & ADMINISTRA 60271 60271 SUBSCRIPTIONS 3539 3539 TRAVEL 385 385 546560 327552 89454 129554 304376 25007 1775105 2359769 5879 2079481 2390655 21648 5266 21648 5266 X 0 0 0 0 2057833 2385389 2057833 2385389 2079481 2390655 X 295047 32509 X 0 0 0 X 318119 446470 640673 635688 585905 2626855 318119 446470 640673 635688 585905 2626855 0 0 0 2626855 318119 446470 640673 635688 585905 2626855 1.00000 1.00000 0.00000 X 0 PAYROLL LIABILITY 5266 5266 0 SUB-SAHARAN AFRICA PROGRAM SERVICE SKILLS AND BUSINESS TRAININGS 123733 SUB-SAHARAN AFRICA PROGRAM SERVICE ANIMAL AND AGRICULTURE 46885 SUB-SAHARAN AFRICA PROGRAM SERVICE DIRECT SUPPORT 37207 SUB-SAHARAN AFRICA PROGRAM SERVICE PROJECT MANAGEMENT 20332 SUB-SAHARAN AFRICA PROGRAM SERVICE MICROENTERPRISE AND INFRASTRUCTURE 46928 EUROPE PROGRAM SERVICE PROJECT MANAGEMENT 25943 0 0 0 0 0 0 301028 0 301028 SUB SAHARAN AFRICA BARAKA WOMENS CENTER 39500 WIRE TRANSFER 0 SUB SAHARAN AFRICA BUSINESS EDUCATION 11000 WIRE TRANSFER 0 SUB SAHARAN AFRICA DAIRY PRODUCTION 31600 WIRE TRANSFER 0 SUB SAHARAN AFRICA IGF TAILORING TRAINING 22920 WIRE TRANSFER 0 SUB SAHARAN AFRICA NJOO DADA (ALL PROJECTS) 9100 WIRE TRANSFER 0 SUB SAHARAN AFRICA SELF SUSTAINING 7250 WIRE TRANSFER 0 0 0 0 0 0 0 SCHEDULE F PART I LINE 2 TGE MAINTAINS A COMPREHENSIVE PROCEDURE FOR MONITORING THE USE OF GRANTS AND OTHER ASSISTANCE PROVIDED OUTSIDE THE UNITED STATES. THIS PROCESS BEGINS WITH A THOROUGH ASSESSMENT, DURING WHICH STAFF AND VOLUNTEER ASSESSORS COLLABORATE WITH THE GRANT APPLICANT TO DEVELOP AN ACTION PLAN AND BUDGET TAILORED TO THE SPECIFIC PROJECT. ONCE AGREED UPON, A FORMAL AGREEMENT IS SIGNED, DELINEATING REPORTING DATES AND OUTLINING THE TERMS OF THE GRANT. TO ENSURE ACCOUNTABILITY AND TRACK PROGRESS, GRANTEES ARE REQUIRED TO SUBMIT QUARTERLY REPORTS DURING THE FIRST YEAR OF THE PROJECT AND ANNUALLY FOR THE SUBSEQUENT TWO YEARS. THESE REPORTS ARE STRUCTURED TO CAPTURE KEY METRICS THAT HAVE BEEN COLLABORATIVELY IDENTIFIED AS INDICATORS OF PROJECT SUCCESS. THROUGH THIS REPORTING FRAMEWORK, TGE MAINTAINS TRANSPARENCY AND ACCOUNTABILITY TO DONORS AND STAKEHOLDERS, WHILE ALSO ENSURING THAT ASSISTANCE IS EFFECTIVELY UTILIZED TO ACHIEVE MEANINGFUL IMPACT IN THE COMMUNITIES SERVED. ANY SURPLUS IN NET REVENUE FROM ONE FISCAL YEAR IS ROLLED OVER TO FUND PROJECTS IN THE FOLLOWING YEAR. THIS ENSURES THAT ALL DONATIONS ARE UTILIZED EFFICIENTLY AND EFFECTIVELY FOR PROJECT SPENDING, ALIGNING WITH OUR PLEDGE TO ALLOCATE 100% OF EVERY DOLLAR DONATED DIRECTLY TO OUR PROJECTS. X 32509 FAIR MARKET VALUE 0 0 0 SCHEDULE M, PART I, LINE 9: IN 2023, THE GIVING EXCHANGE INITIATED FUNDING FOR AN ENDOWMENT WITH THE GOAL OF ENSURING THE LONGEVITY OF OUR ORGANIZATION AND SUSTAINING OUR OPERATIONS WELL INTO THE FUTURE. THE ENDOWMENT SERVES AS A DELIBERATE AND STRATEGIC BUSINESS MOVE, ALIGNING WITH OUR COMMITMENT TO LONG-TERM SUSTAINABILITY AND FINANCIAL STABILITY. WE HAVE NOT YET BEGUN PULLING FROM THE ENDOWMENT TO FUND ANY OPERATIONAL EXPENSES. THE STRATEGY IS TO CONTINUE GROWING AND MANAGING THE ENDOWMENT IN ACCORDANCE WITH OUR INVESTMENT POLICY, OVERSEEN BY OUR DEDICATED INVESTMENT COMMITTEE. FORM 990 PART I LINE 19 THE GIVING EXCHANGE ENDED THE FISCAL YEAR WITH NET REVENUE IN EXCESS OF EXPENSES, PRIMARILY DUE TO INVESTMENT INCOME GENERATED BY THE ORGANIZATION'S ENDOWMENT FUND, THAT GETS REINVESTED IN THE ENDOWMENT. THIS SURPLUS IS NOT INDICATIVE OF OVER-FUNDRAISING OR UNSPENT PROGRAMMATIC RESOURCES. CONSISTENT WITH TGE'S LONG-TERM FINANCIAL STRATEGY, THE BOARD HAS APPROVED A BUDGET FOR THE FOLLOWING FISCAL YEAR THAT ANTICIPATES A NET DEFICIT, WITH RESERVES DEPLOYED TO FUND EXPANDED PROGRAMMATIC ACTIVITIES IN AFRICA. ALL SURPLUS FUNDS ARE HELD AS BOARD-DESIGNATED RESERVES AND MANAGED IN ACCORDANCE WITH THE ORGANIZATION'S INVESTMENT POLICY UNDER THE OVERSIGHT OF THE INVESTMENT COMMITTEE. FORM 990, PART VI, SECTION A, LINE 2 THE CO-FOUNDERS ROD MICKELS AND ALISSA MICKELS PELATON ARE FATHER AND DAUGHTER. TREASURER JAMIS SPALDING IS THE SON IN LAW OF DIRECTOR DREW HAGEN. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED AND APPROVED BY THE PRESIDENT PRIOR TO FILING. AFTER COMPLETION FORM 990 IS AVAILABLE TO ALL BOARD MEMBERS AND DISCUSSED AT THE NEXT BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C THE GIVING EXCHANGE HAS A WRITTEN CONFLICT OF INTEREST POLICY IN PLACE, WHICH ALL BOARD MEMBERS ARE REQUIRED TO REVIEW AND ACKNOWLEDGE ANNUALLY. EACH YEAR, THE POLICY AND A CORRESPONDING DISCLOSURE FORM ARE SENT TO BOARD MEMBERS VIA EMAIL. MEMBERS COMPLETE AND RETURN THE SIGNED FORMS USING BOX'S E-SIGNATURE PLATFORM. ALL DISCLOSURES ARE REVIEWED BY THE STRATEGY AND GOVERNANCE COMMITTEE, WHICH MEETS EVERY TWO MONTHS. THE COMMITTEE ASSESSES ANY IDENTIFIED CONFLICTS TO DETERMINE WHETHER ACTION IS NEEDED, FOLLOWING A STRUCTURED PROCESS OUTLINED IN THE POLICY. THIS INCLUDES DISCUSSION WITHOUT THE CONFLICTED PARTY PRESENT, CONSIDERATION OF ALTERNATIVES, AND A VOTE BY DISINTERESTED COMMITTEE MEMBERS. ALL DISCLOSURES, DISCUSSIONS, AND RESOLUTIONS ARE DOCUMENTED AND SECURELY STORED IN TGE'S CONFIDENTIAL RECORDS. FORM 990, PART VI, SECTION C, LINE 19 ORGANIZATIONAL DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST THROUGH THE ORGANIZATION'S WEBSITE. FORM 990, PART XI, LINE 9: ENDOWMENT 32,509.