2023-10-13T11:05:13-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 150 S WARNER ROAD SUITE 310 KING OF PRUSSIA PA 19406 990 2022-07-01 462444163 THE CHARACTER LAB INC CHAR 6464227767 PO BOX 37635 PMB 47960 PHILADELPHIA PA 191010635 DAVE HERSH CEO 6464227767 2023-10-11 1 DAVE HERSH 999009999 0 WILLIAM A LOUGHERY P01603932 2156433900 2023-10-11 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DAVE HERSH PO BOX 37635 PMB 47960 PHILADELPHIA PA 191010635 7340789 0 X WWW.CHARACTERLAB.ORG X 2012 DE CHARACTER LAB ADVANCES SCIENTIFIC INSIGHTS THAT HELP KIDS THRIVE 9 8 35 9 0 0 6777342 6452665 176244 37081 -7012 7918 0 0 6946574 6497664 0 0 0 0 3038938 2924465 0 0 161241 3006497 2686382 6045435 5610847 901139 886817 4681422 5551434 873703 856898 3807719 4694536 X CHARACTER LAB ADVANCES SCIENTIFIC INSIGHTS THAT HELP KIDS THRIVE. 0 0 4465884 0 37081 BY CONNECTING RESEARCHERS WITH EDUCATORS, CHARACTER LAB SEEKS TO CREATE GREATER KNOWLEDGE ABOUT THE CONDITIONS THAT LEAD TO WELL-BEING FOR YOUNG PEOPLE THROUGHOUT THE COUNTRY. TO LEARN MORE, GO TO WWW.CHARACTERLAB.ORG.IN 2022-2023, CHARACTER LAB REACHED THE FOLLOWING MILESTONES:-FACILITATED 485 STUDIES TO DATE-HELPED RESEARCHERS PUBLISH OVER 50 ARTICLES IN LEADING JOURNALS-PARTNERED WITH HOPELAB AND COMMON SENSE MEDIA TO CO-CREATE A NATIONWIDE SURVEY ON TEENAGE SOCIAL MEDIA USAGE AND MENTAL HEALTH-CHARACTER LAB INTERNSHIP PROGRAM (CLIP) WELCOMED 150 YOUNG PEOPLE TO OUR NEXT COHORT-SPEARHEADED DISCUSSIONS ON YOUTH VOICE AT EVENTS BY LEADING INSTITUTIONS SUCH AS THE INTERNATIONAL SOCIETY FOR TECHNOLOGY IN EDUCATION (ISTE), SXSW EDUCATION, AND AMERICAN EDUCATIONAL RESEARCH ASSOCIATION (AERA) 4465884 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 59 0 1 35 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA CO CT DE FL GA HI IL KS KY MD MA MI MN MS NH NJ NY NM NC OR PA RI SC TN UT VA WV WI X X JIM SCHRODER 6464227767 PO BOX 37635 PHILADELPHIA PA 191010635 SEAN TALAMAS EXECUTIVE DIRECTOR 40.00 X 267059 0 23547 ELLIOT LUSCOMBE PARTNER, STRATEGIC PARTNERSHIPS 40.00 X 136105 0 17266 JIM SCHRODER PARTNER, FINANCE, OPS AND STRATEGY 40.00 X 134179 0 8007 MEG FORAN PARTNER, SCHOOL PARTNERSHIPS 40.00 X 124346 0 17281 TARA TAYLOR PARTNER, DESIGN THINKING 40.00 X 114136 0 25803 DAVID TORRES PARTNER, REVENUE OPERATIONS 40.00 X 111562 0 18344 DAVE LEVIN CO-FOUNDER AND DIRECTOR 1.00 X X 40000 0 0 DAVE HERSH CEO 40.00 X 26128 0 4377 LUIS VON AHN CHAIRMAN 1.00 X X 0 0 0 CHRISTOPHER NORTH TREASURER 1.00 X X 0 0 0 DOMINIC RANDOLPH CO-FOUNDER AND BOARD MEMBER 1.00 X X 0 0 0 PIYUSH TANTIA DIRECTOR 1.00 X 0 0 0 ANGELA DUCKWORTH CO-FOUNDER, CHIEF SCIENTIST 1.00 X 0 0 0 JACKIE BEZOS DIRECTOR 1.00 X 0 0 0 BRIDGET TERRY LONG DIRECTOR 1.00 X 0 0 0 JIM SHELTON DIRECTOR 1.00 X 0 0 0 953515 0 114625 6 0 1 0 QUALTRICS 333 WEST RIVER PARK DRIVE SUITE 48 PROVO UT 84604 RESEARCH SERVICES 370907 TED CONFERENCES 330 HUDSON STREET 11TH FLOOR NEW YORK NY 10013 EDUCATIONAL MATERIAL CREATION 300000 MATHEMATICA POLICY RESEARCH PO BOX 2393 PRINCETON NJ 08543 DATA PROCESSING AND ANALYSIS 292326 LARSON COMMUNICATIONS 1725 PIERCE STREET 1 SAN FRANCISCO CA 94115 PR AND COMMUNICATIONS 222500 YES& 1700 DIAGONAL ROAD ALEXANDRIA VA 22314 WEB DEVELOPMENT 154089 8 6452665 843754 6452665 RESEARCH SERVICES 541700 37081 37081 37081 9223 9223 841820 843125 -1305 -1305 -1305 6497664 37081 0 7918 X 563418 377133 181331 4954 1951281 1538806 305015 107460 68481 54648 9536 4297 170545 115089 46864 8592 170740 127116 36569 7055 52197 50438 1759 139554 139554 1475847 1349406 123001 3440 392130 361946 13588 16596 116951 117612 -1679 1018 262069 233002 29067 82262 57872 21011 3379 38793 25011 9954 3828 29165 29165 PROFESSIONAL DEVELOPMEN 97414 57805 38987 622 5610847 4465884 983722 161241 2893062 250000 1421354 4643611 17500 238703 349506 334995 114243 30118 0 84125 4681422 5551434 291868 284194 581835 572704 873703 856898 X 3307719 4694536 500000 0 3807719 4694536 4681422 5551434 886817 0 X 0 1 X 1 0 X 4761364 3476097 6768129 6777342 6452665 28235597 4761364 3476097 6768129 6777342 6452665 28235597 19692818 8542779 8530 10255 280 93 9223 28381 28263978 213325 0.30220 0.31140 X CHARACTER LAB'S PUBLIC SUPPORT PERCENTAGE FOR 2022 AND 2021 IS 30.22% AND 31.14% RESPECTIVELY. THE ORGANIZATION MEETS THE FACTS AND CIRCUMSTANCES TEST DUE TO MAINTAINING A CONTINUOUS FUNDRAISING SOLICITATION PROGRAM, WHICH INCLUDED GENEROUS DONATIONS FROM OVER 35 INDIVIDUALS AND ORGANIZATIONS IN THE PAST YEAR. ADDITIONALLY, THE ORGANIZATION PROVIDES SERVICES THAT BROADLY AND CONSISTENTLY BENEFIT THE SOCIAL SCIENTIFIC AND YOUTH EDUCATION FIELDS, AND IS LED BY A GOVERNING BODY OF INDEPENDENT REPRESENTATIVES FROM RELEVANT FIELDS. THE ORGANIZATION EXPECTS TO MEET THE 33.33% THRESHOLD IN COMING YEARS AS A NATURAL OUTGROWTH OF INCREASED PUBLIC SOLICITATION FOLLOWING A TRANSITION IN EXECUTIVE LEADERSHIP DURING 2022. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 30118 30118 0 84125 84125 84125 X 6497664 0 6497664 0 6497664 5610847 0 5610847 0 5610847 PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT ENTITY AS DESCRIBED IN SECTION 501(C)(3) OF THE IRC AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. ACCORDINGLY, THERE IS NO PROVISION FOR INCOME TAXES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS OR ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME TAXES. THE ORGANIZATION FOLLOWS THE GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE GUIDANCE CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. THE GUIDANCE FURTHER PRESCRIBES RECOGNITION AND MEASUREMENT OF TAX PROVISIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE APPLICATION OF THIS STANDARD HAD NO IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. X X X X 1 0 0 0 0 0 0 0 0 SEAN TALAMAS EXECUTIVE DIRECTOR 267059 0 0 0 0 0 11129 0 12418 0 290606 0 0 0 ELLIOT LUSCOMBE PARTNER, STRATEGIC PARTNERSHIPS 107845 0 0 0 28260 0 5444 0 11822 0 153371 0 0 0 PART I, LINE 4A THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS DURING CALENDAR YEAR 2022: MEGAN FORAN - $27,522 ELLIOT LUSCOMBER - $28,260 X 1 843754 FAIR MARKET VALUE 0 0 1 0 SCHEDULE M, PART I, COLUMN (B): THE FIGURE IN COLUMN (B) REPRESENTS THE NUMBER OF DONORS IN EACH CATEGORY. FORM 990, PART VI, SECTION A, LINE 1A THE ORGANIZATION'S BYLAWS STATES THAT THE BOARD MAY ESTABLISH AN EXECUTIVE COMMITTEE. DURING THE TAX YEAR THERE WAS NOT AN ACTIVE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND THEN REVIEWED BY THE ORGANIZATION'S DIRECTOR OF FINANCE AND OPERATIONS AS WELL AS THE EXECUTIVE DIRECTOR. PRIOR TO ITS SUBMISSION, THE AUDIT COMMITTEE WAS PROVIDED WITH A COPY OF THE DRAFT FORM 990. THE FORM 990 WAS ALSO PROVIDED TO EACH BOARD MEMBER PRIOR TO FILING WITH IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY THAT APPLIES TO ITS DIRECTORS, OFFICERS, KEY EMPLOYEES ("COVERED PERSONS"). PER THE POLICY, DISINTERESTED DIRECTORS ARE RESPONSIBLE FOR REVIEWING ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST BETWEEN THE ORGANIZATION AND A COVERED PERSON AND FOR DETERMINING AN APPROPRIATE ORGANIZATIONAL RESPONSE TO PROTECT THE INTERESTS OF THE ORGANIZATION. COVERED PERSONS ARE ALSO UNDER A CONTINUING OBLIGATION TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST AS SOON AS IT IS KNOWN OR REASONABLY SHOULD BE KNOWN WHEN THERE WAS AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST BETWEEN THE ORGANIZATION AND A COVERED PERSON WITH RESPECT TO A SPECIFIC PROPOSED ACTION OR TRANSACTION, THE DISINTERESTED DIRECTORS APPROVED SUCH ACTION OR TRANSACTION, AS DOCUMENTED IN BOARD MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15 TO SET COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER, THE ORGANIZATION EMPLOYED AN EXTERNAL CONSULTANCY IN 2023 WHO COMPLETED A MARKET SCAN OF PEER ORGANIZATIONS. THE RESULTING COMPARISON WAS SHARED WITH THE GOVERNANCE COMMITTEE OF THE BOARD, WHO HAVE RESPONSIBILITY FOR APPROVING AND MONITORING COMPENSATION FOR EXECUTIVE LEADERSHIP. THE DELIBERATION AND FINAL DECISION ARE TIMELY DOCUMENTED VIA EMAIL. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR INSPECTION UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING FEES: PROGRAM SERVICE EXPENSES 650,357. MANAGEMENT AND GENERAL EXPENSES 113,001. FUNDRAISING EXPENSES 3,440. TOTAL EXPENSES 766,798. MARKETING AND BRANDING SERVICES - INNOVATION FUND: PROGRAM SERVICE EXPENSES 210,000. MANAGEMENT AND GENERAL EXPENSES 10,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 220,000. CORE PRODUCTS SERVICE CONTRACT: PROGRAM SERVICE EXPENSES 240,240. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 240,240. PROGRAM RESEARCH: PROGRAM SERVICE EXPENSES 82,745. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 82,745. CUSTOM ENGINEERING: PROGRAM SERVICE EXPENSES 166,064. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 166,064.