2023-08-14T18:09:18-05:00 2022-12-31 941254756 HOOD & STRONG LLP 60 SO MARKET ST STE 200 SAN JOSE CA 95113 990 2022-01-01 273755556 IDEOORG IDEO 5105606988 320 FLORIDA STREET SAN FRANCISCO CA 94110 SHAUNA CAREY CEO 5105606988 2023-08-08 1 SHAUNA CAREY 999009999 0 JACOB YAU P01560332 4089988400 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SHAUNA CAREY 320 FLORIDA STREET SAN FRANCISCO CA 94110 20494713 0 X WWW.IDEO.ORG X 2010 CA IDEO.ORG IS A PUBLICLY SUPPORTED CHARITY THAT DESIGNS PRODUCTS AND SERVICES ALONGSIDE ORGANIZATIONS TO CREATE A MORE JUST AND INCLUSIVE WORLD. 8 8 78 12 0 0 5039873 9298591 4697085 5171939 116197 77081 1577 0 9854732 14547611 364292 539120 0 0 7800582 8239765 0 94250 193935 4633753 5758164 12798627 14631299 -2943895 -83688 12398491 11145977 2143855 1301833 10254636 9844144 X WE DESIGN PRODUCTS AND SERVICES ALONGSIDE ORGANIZATIONS THAT ARE COMMITTED TO CREATING A MORE JUST AND INCLUSIVE WORLD. 0 0 7631387 499120 3788774 OUR US PORTFOLIO CONTINUES TO BE COMMITTED TO DISRUPTING INTERGENERATIONAL INEQUITY IN HISTORICALLY MARGINALIZED COMMUNITIES BY DESIGNING FOR A REALITY WHERE EVERY FAMILY HAS WHAT THEY NEED TO LEAD A FULL, PROSPEROUS, HEALTHY LIFE - WHERE OUTCOMES ARE NOT PREDICTABLE BY RACE, INCOME, OR ZIP CODE. WE DESIGN SOLUTIONS THAT CENTER HUMAN DIGNITY AND GENERATE EVIDENCE FOR WHAT'S POSSIBLE IN ORDER TO ADVANCE ECONOMIC STABILITY AND MOBILITY, SO THAT FAMILIES HAVE ACCESS TO A FUNCTIONAL SAFETY NET, AND ARE ABLE TO THRIVE.TO DO THIS WE DESIGN NEW NARRATIVES WITH THE POWER TO PROPEL MOVEMENTS AND ALIGN COMMUNITIES & INSTITUTIONS AROUND INVESTING IN NEW SOLUTIONS, INCLUDING MATERNAL HEALTH, GENDER AFFIRMING AND ALTERNATIVE APPROACHES TO ENSURING SAFETY AND POSITIVE HEALTH OUTCOMES. WE OFFER THE SPACE, CONDITIONS, AND PLATFORMS FOR PEOPLE TO WORK TOGETHER IN ADVANCING NEW VISIONS FOR CHANGE THROUGH NEW COLLABORATIVE MODELS, INCREASING ACCESS TO POWER AND INFLUENCE, WHILE AFFIRMING EVERY CHILD AND FAMILY'S IDENTITY - ALLOWING FAMILIES TO SHAPE THEIR OWN PATH FORWARD. TO DATE, IDEO.ORG HAS WORKED WITH A RANGE OF PARTNERS INCLUDING THE ROBERT WOOD JOHNSON FOUNDATION, BEZOS FAMILY FOUNDATION, CHILD POVERTY ACTION LAB, CENTER FOR DISEASE CONTROL (CDC), THE JUST TRUST, NJ DEPARTMENT OF CHILDREN AND FAMILIES, AND MANY OTHERS.OUR LATIN AMERICA PORTFOLIO IS COMMITTED TO THE SAME AIMS OF THE US PORTFOLIO - DISRUPTING INTERGENERATIONAL INEQUITY IN HISTORICALLY MARGINALIZED COMMUNITIES BY DESIGNING FOR A REALITY WHERE EVERY FAMILY HAS WHAT THEY NEED TO LEAD A FULL, PROSPEROUS, HEALTHY LIFE. IN 2022, THIS PORTFOLIO WAS CENTERED AROUND OUR COLLABORATION WITH THE INTER-AMERICAN DEVELOPMENT BANK, WHERE WE WORKED TO SUPPORT MIGRANTS IN THE REGION TO ACCESS SOCIAL SERVICES THROUGH A SINGLE-WINDOW SERVICE DELIVERY MODEL THAT WAS DEVELOPED WITH IADB AND IMPLEMENTED ACROSS SEVERAL OF THEIR COUNTRY COUNTERPARTS. WE ALSO COLLABORATED WITH PRODUCERS DIRECT ON A PROJECT TO HELP SMALL-HOLDER COFFEE FARMERS IN PERU (AND UGANDA) PREDICT THEIR YIELDS THROUGH A TECH-BASED ESTIMATION TOOL. 2823391 40000 1383165 OUR EAST AFRICAN PORTFOLIO COMPRISES PROJECTS AND PROGRAMS IN THREE KEY AREAS OF FOCUS. THE FIRST AREA OF FOCUS IS HEALTH; SPECIFICALLY DESIGNING SOLUTIONS FOR WOMEN'S SEXUAL REPRODUCTIVE HEALTH. IN 2022 WE HAD A PARTICULAR FOCUS AND INCLINATION TO DESIGN FOR SEXUAL REPRODUCTIVE HEALTH WITH ADOLESCENTS AND YOUNG GIRLS THROUGH OUR COLAB MODEL BILLION GIRLS COLAB (BGC) AND PSI AMONG OTHER PARTNERS. THE SECOND PORTFOLIO OF WORK IS IN THE AGRICULTURAL SECTOR, WITH A TARGETED APPROACH TO DESIGNING FOR SMALLHOLDER FARMERS, THEIR LIVELIHOODS AND CLIMATE RESILIENCE IN THE FACE OF UNPREDICTABLE CLIMATIC VARIATIONS AND CLIMATE CHANGE. OUR FINAL FOCUS AREA IS FINANCIAL INCLUSION, WHERE WE HAVE TAKEN ON RESEARCH AND DESIGN WORK THAT SOUGHT TO ADDRESS WOMEN'S FINANCIAL EMPOWERMENT, FINANCIAL LITERACY, BUILDING FINANCIAL CONFIDENCE, UPSKILLING AND LIVELIHOOD DEVELOPMENT. THE RECENT PROLIFERATION OF TECHNOLOGY AND SMARTPHONES ON THE CONTINENT HAS LED US TOWARDS DEVELOPING DIGITAL FINANCIAL SERVICE TOOLS ALONGSIDE FINANCIAL SERVICE PROVIDERS AND MOBILE NETWORK OPERATORS (MNOS) ADDRESSING THE ECONOMIC CHALLENGES IN THE REGION.IN SOUTHEAST ASIA, OUR WORK HAS CONTINUED TO FOCUS ON DIGITAL FINANCIAL SERVICES AND UPSKILLING OF FEMALE GARMENT WORKERS IN A DELIBERATE EFFORT TO CLOSE THE GENDER GAP AND ALLOW WOMEN TO SCALE THE CAREER LADDER THROUGH PROMOTIONS. 10454778 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 1 1 1 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 207 0 1 78 1 0 1 KE 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA NY X SHAUNA CAREY 5105606988 320 FLORIDA STREET SAN FRANCISCO CA 94110 MARTY SCHNEIDER BOARD CHAIR 0.50 X X 0 0 0 PIERRE THIAM SECRETARY 0.50 X X 0 0 0 KYLE REIS TREASURER 0.50 X X 0 0 0 DEBRA DUNN DIRECTOR (THRU FEB 2022) 0.50 X 0 0 0 ROBERT C PEW DIRECTOR (THRU FEB 2022) 0.50 X 0 0 0 JANIECE EVANS-PAGE DIRECTOR 0.10 X 0 0 0 MIKE PENG DIRECTOR 0.10 X 0 0 0 JOCELYN WYATT DIRECTOR 0.10 X 0 0 0 SANDY SPEICHER DIRECTOR (THRU JUL 2022) 0.10 X 0 0 0 TIM BROWN DIRECTOR 0.10 X 0 0 0 JACQUELINE MUSIITWA DIRECTOR (THRU DEC 2022) 0.10 X 0 0 0 ENGIN AYAZ DIRECTOR 0.10 X 0 0 0 BENJAMIN I CHASE COO 40.00 X 212968 0 10203 SHAUNA CAREY CEO 40.00 X 260185 0 18683 JESSICA BLADES MANAGING DIRECTOR 40.00 X 164404 0 26091 NATHALIE COLLINS SR. DESIGN DIRECTOR 40.00 X 148204 0 14913 CHRISTINE LARKIN MANAGING DIRECTOR 40.00 X 163719 0 15912 NATHALIE NGATIA MANAGING DIRECTOR 40.00 X 160000 0 10732 HAMILTON JUMA MANAGING DIRECTOR 40.00 X 190320 0 4122 1299800 0 100656 23 0 1 0 0 2271630 7026961 9298591 DESIGN PROJECT FEES 541900 5126140 5126140 PUBLICATION INCOME 541900 45799 45799 5171939 140497 140497 210000 210000 0 0 5673686 5737102 -63416 -63416 -63416 14547611 5171939 0 77081 X 455620 455620 83500 83500 502039 348365 148955 4719 6651887 4729485 1863349 59053 131484 91237 39011 1236 544637 305119 232046 7472 409718 243081 161414 5223 39343 27300 11673 370 70858 70858 94250 94250 2842011 2517185 324826 130850 57841 72283 726 462700 321558 135649 5493 978314 678852 290266 9196 667585 352478 315107 41073 6882 34191 59614 41366 17688 560 DESIGN PROJECT MATERIAL 195699 163313 32206 180 STUDIO & TEAM WELFARE 103001 1456 101545 IMPAIRMENT LOSS 40122 27841 11904 377 PROFESSIONAL DEVELOP. 36252 36252 90742 2299 83363 5080 14631299 10454778 3982586 193935 2233164 1151488 2892816 2415956 2329256 1826033 1380970 903824 233473 232417 197446 197446 0 0 3328812 4109608 0 506651 12398491 11145977 474822 338117 681116 357649 903400 0 84517 606067 2143855 1301833 X 5084935 4484972 5169701 5359172 10254636 9844144 12398491 11145977 -83688 -326804 0 X 0 1 X 1 0 X 11212986 9011934 7153309 5039873 9298591 41716693 11212986 9011934 7153309 5039873 9298591 41716693 20409133 21307560 69988 159835 210762 139864 350497 930946 42647639 24834149 0.49960 0.61180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4189 4189 0 5396 5396 0 187861 187861 0 0 OBLIGATION FOR FISCAL SPONSORSHIP 36387 LEASE LIABILITIES 569680 606067 X 14430807 -326804 -326804 14757611 -210000 -210000 14547611 14841299 210000 210000 14631299 0 14631299 PART X, LINE 2: AS A 501(C)(3) ENTITY, THE ORGANIZATION IS EXEMPT FROM TAXES ON INCOME RELATED TO ITS EXEMPT PURPOSE UNDER PROVISIONS OF THE U.S. INTERNAL REVENUE CODE AND THE CALIFORNIA TAX CODE. AS OF DECEMBER 31, 2022, MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAD MAINTAINED ITS TAX-EXEMPT STATUS AND HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES RECLASSIFIED TO REVENUE -210,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES RECLASSIFIED TO REVENUE 210,000. 1 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 1 0 GRANTMAKING 83500 1 0 0 0 1 0 83500 0 83500 SUB-SAHARAN AFRICA GRANT TO SUPPORT THE UMESKIA UNAJUA INTO THE BINTICARE PROGRAM 20000 BANK TRANSFER 0 SUB-SAHARAN AFRICA GRANT TO SUPPORT THE INTEGRATION OF KIPEPEO CONCEPTS INTO THYNKCARE PROGRAM AND ACTIVITIES 10000 BANK TRANSFER 0 SUB-SAHARAN AFRICA GRANT TO SUPPORT THE FUTURE OF INNOVATION IN AFRICA THROUGH THE POWER OF DESIGN 43500 BANK TRANSFER 0 SUB-SAHARAN AFRICA GRANT TO SUPPORT THE IMARIKA INTEGRATION INTO MWEGO PROGRAM ACTIVITIES 10000 BANK TRANSFER 0 3 1 1 0 0 0 0 0 PART I, LINE 2: CBO'S APPLY USING A SELECT CRITERIA OF THEIR PROGRAM RELEVANCE, TEAM SET UP, SCALE AND SUSTAINABILITY APPROACH AND BUDGET MANAGEMENT TO DETERMINE THEIR FIT GIVEN THE CHALLENGE AREA AND THEIR SUITABILITY AS AN ORGANIZATION TO SOLVE FOR IT, AS WELL AS THEIR UNIQUE POSITIONING AND CONTRIBUTION RELATIVE TO OTHER MEMBERS OF THE COHORT AND SECTOR AT LARGE. SELECTED ORGANIZATIONS ARE EARLY STAGE AND MID-TIER CBOS THAT HAVE EXPERIENCE IN THE SECTOR WORKING WITH AGYW FOR AT LEAST 3 YEARS. THE SELECTED ORGANIZATION RECEIVES A MONETARY GRANT TO HELP THEM RUN A PILOT TO GET MORE INSIGHTS ON DESIRABILITY OF THE SOLUTION OF THEIR CHOICE TO END USERS AS WELL AS HOW TO EFFECTIVELY IMPLEMENT IT SUSTAINABLY AT SCALE. FUND GRANTEES ARE REQUIRED TO COMMIT TO SHARE THEIR LEARNINGS MONTHLY DURING THE PILOT. AT THE END OF THE PILOT, ALL LEARNINGS WILL BE DOCUMENTED AND EACH GRANTEE WILL SUBMIT A DETAILED FINANCIAL REPORT. PART III ACCOUNTING METHOD: X X 1 ORR GROUP 3000 K STREET NW SUITE E280 WASHINGTON DC 20007 SUPPORT WITH STRATEGY, GOAL SETTING AND PORTFOLIO MANAGEMENT 0 0 94250 -94250 94250 -94250 CA NY 1 CENTER FOR YOUNG WOMEN'S DEVELOPMENT 832 FOLSOM STREET STE 700 SAN FRANCISCO CA 94107 943227681 501(C)(3) 67750 0 TO SUPPORT A COHORT OF INDIVIDUALS AND ORGANIZATIONS DREAMING AND BUILDING TOWARDS MORE HOPEFUL CHILD CARE FUTURES. COLLABORATION FOR EARLY CHILDHOOD 171 S OAK PARK AVE OAK PARK IL 60302 300132292 501(C)(3) 67750 0 TO SUPPORT A COHORT OF INDIVIDUALS AND ORGANIZATIONS DREAMING AND BUILDING TOWARDS MORE HOPEFUL CHILD CARE FUTURES. COLORADO CHILDREN'S CAMPAIGN 1580 LINCOLN STREET DENVER CO 80203 742374672 501(C)(3) 67750 0 TO SUPPORT A COHORT OF INDIVIDUALS AND ORGANIZATIONS DREAMING AND BUILDING TOWARDS MORE HOPEFUL CHILD CARE FUTURES. FAMILY FORWARD OREGON PO BOX 15146 PORTLAND OR 97214 800436735 501(C)(3) 67750 0 TO SUPPORT A COHORT OF INDIVIDUALS AND ORGANIZATIONS DREAMING AND BUILDING TOWARDS MORE HOPEFUL CHILD CARE FUTURES. RISE CHILD DEVELOPMENT CENTER INC 3002 ROCK ROSE PLACE ROUND ROCK TX 78665 824753609 501(C)(3) 67750 0 TO SUPPORT A COHORT OF INDIVIDUALS AND ORGANIZATIONS DREAMING AND BUILDING TOWARDS MORE HOPEFUL CHILD CARE FUTURES. WEPOWER 4240 DUNCAN AVENUE SAINT LOUIS MO 63110 823591958 501(C)(3) 67750 0 TO SUPPORT A COHORT OF INDIVIDUALS AND ORGANIZATIONS DREAMING AND BUILDING TOWARDS MORE HOPEFUL CHILD CARE FUTURES. MURMUR MEDIA 605 PICKETT ST SE ATLANTA GA 30316 472819942 501(C)(3) 49120 0 TO SUPPORT A COHORT OF INDIVIDUALS AND ORGANIZATIONS DREAMING AND BUILDING TOWARDS MORE HOPEFUL CHILD CARE FUTURES. 7 0 PART I, LINE 2: WITH FUNDING AND SUPPORT FROM THE ROBERT WOOD JOHNSON FOUNDATION, IDEO.ORG HAS WORKED OVER THE LAST 15 MONTHS TO LAUNCH AN INNOVATIVE RFP PROCESS AND MANAGE A SET OF 7 GRANTEES (ALSO KNOWN AS THE COHORT) WORKING IN EARLY LEARNING AND CHILDCARE. THE RFP PROCESS ITSELF INCLUDED 2-STEP APPLICATION, QUALITATIVE EVALUATION, AND RECRUITED JUDGES WITH A RANGE OF LIVED EXPERIENCES RE:CHILDCARE. ONCE THE COHORT WAS SELECTED FOR GRANT AWARDS, IDEO.ORG HAS STEWARDED A 12-MONTH COHORT EXPERIENCE TO PROVIDE ADDITIONAL SUPPORT (FUNDER AND NON-FUNDER CONNECTIONS, ADDITIONAL ADVISORS AND COACHES, ADDITIONAL FUNDING AS PROGRAM ALLOWS) AND BUILD COMMUNITY AMONG THEM TO FACILITATE PEER LEARNING. GRANT FUNDS HAVE BEEN MONITORED PERIODICALLY AND PROGRESS AGAINST EACH TEAM'S MILESTONES AND DELIVERABLES WERE REGULARLY DISCUSSED THROUGH MONTHLY CHECK-IN CALLS. X X X X 0 0 0 0 0 0 0 0 0 SHAUNA CAREY CEO 260185 0 0 0 0 0 10500 0 8183 0 278868 0 0 0 BENJAMIN I CHASE COO 212968 0 0 0 0 0 8575 0 1628 0 223171 0 0 0 HAMILTON JUMA MANAGING DIRECTOR 190320 0 0 0 0 0 0 0 4122 0 194442 0 0 0 JESSICA BLADES MANAGING DIRECTOR 164404 0 0 0 0 0 7043 0 19048 0 190495 0 0 0 CHRISTINE LARKIN MANAGING DIRECTOR 163719 0 0 0 0 0 6460 0 9452 0 179631 0 0 0 NATHALIE NGATIA MANAGING DIRECTOR 160000 0 0 0 0 0 6400 0 4332 0 170732 0 0 0 NATHALIE COLLINS SR. DESIGN DIRECTOR 148204 0 0 0 0 0 6004 0 8909 0 163117 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B IDEO.ORG'S ACCOUNTING FIRM FORWARDED THE FORM 990 TO THE ACCOUNTANT. THE ACCOUNTANT REVIEWED THE FORM 990 WITH THE CFO AND CEO, WHO FORWARDED THE FORM 990 TO ALL BOARD MEMBERS FOR THEIR REVIEW PRIOR TO FILING THE FORM 990. BOARD MEMBERS WERE ENCOURAGED TO REVIEW THE FORM 990 AND PROVIDE QUESTIONS/COMMENTS TO THE CFO, CEO, AND THE ACCOUNTANT. EITHER THE ACCOUNTANT OR THE ACCOUNTING FIRM ADDRESSED THE QUESTIONS FROM THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C IDEO.ORG'S EMPLOYEES SHOULD AVOID EXTERNAL BUSINESS, FINANCIAL, OR EMPLOYMENT INTERESTS THAT CONFLICT WITH IDEO.ORG'S BUSINESS INTERESTS OR WITH THE EMPLOYEE'S ABILITY TO PERFORM JOB DUTIES. THIS APPLIES TO POSSIBLE RELATIONSHIPS WITH ANY OTHER EMPLOYER, CONSULTANT, CONTRACTOR, CUSTOMER, OR SUPPLIER. IN ORDER TO AVOID ANY APPEARANCE OF CONFLICT OF INTEREST, EMPLOYEES ARE EXPECTED TO ABIDE BY THE CODE OF ETHICAL CONDUCT. VIOLATIONS OF THIS RULE MAY LEAD TO DISCIPLINARY ACTION, UP TO AND INCLUDING TERMINATION. ANNUALLY, THE ORGANIZATION REQUESTS A CONFLICT OF INTEREST DISCLOSURE FORM FROM EACH OFFICER, DIRECTOR, AND KEY EMPLOYEE. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR OFFICERS AND KEY EMPLOYEES IS BASED ON POSITION RANGES UPDATED ANNUALLY WITH MARKET DATA AND REVIEWED FOR COMPARABILITY WITH OTHER SIMILAR NON-PROFIT ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 IDEO.ORG'S FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF TIME SET FORTH IN SECTION 6104(D). FORM 990, PART IX, LINE 11G TRANSLATION FEES: PROGRAM SERVICE EXPENSES 13,491. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,491. DESIGN CONSULTING: PROGRAM SERVICE EXPENSES 2,362,025. MANAGEMENT AND GENERAL EXPENSES 324,066. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,686,091. PHOTOGRAPHER: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 760. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 760. OTHER PROFESSIONAL FEES : PROGRAM SERVICE EXPENSES 141,669. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 141,669.