2023-11-13T22:17:48+00:00 2022-12-31 990 2022-01-01 833044655 Lever for Change LEVE 3129170444 140 South Dearborn Ste 300 Chicago IL 60603 TRISHA POMERENK TREASURER 2023-11-14 TRISHA POMERENK 999009999 true 2022 2023-04-26 12:10:37Z TRISHA POMERENK 140 South Dearborn St Suite 1200 Chicago IL 60603 4638803 false X WWW.LEVERFORCHANGE.ORG X 2019 IL OUR MISSION IS TO UNLOCK SIGNIFICANT PHILANTHROPIC CAPITAL AND ACCELERATE SOCIAL CHANGE AROUND THE WORLD'S MOST PRESSING CHALLENGES. LEVER FOR CHANGE HELPS PHILANTHROPISTS SOURCE VETTED, HIGH-IMPACT OPPORTUNITIES IN TWO WAYS: BY DESIGNING AND MANAGING CUSTOMIZED COMPETITIONS AND BY MATCHING THEM WITH THE TOP VETTED PROPOSALS FROM ALL OF ITS COMPETITIONS IN THE BOLD SOLUTIONS NETWORK, A SEARCHABLE ONLINE DATABASE. 5 4 0 171 0 0 9528606 1991933 1531382 2613879 32991 0 11059988 4638803 125000 170000 0 0 0 170636 7647907 7509368 7772907 7679368 3287081 -3040565 17371828 14618045 408338 695120 16963490 13922925 OUR MISSION IS TO UNLOCK SIGNIFICANT PHILANTHROPIC CAPITAL AND ACCELERATE SOCIAL CHANGE AROUND THE WORLD'S BIGGEST CHALLENGES, BY HELPING PHILANTHROPISTS SOURCE VETTED, HIGH-IMPACT PHILANTHROPIC OPPORTUNITIES AND CONNECTING NONPROFITS AND PROBLEM SOLVERS TO SIGNIFICANT AMOUNTS OF PHILANTHROPIC CAPITAL. false false 6426424 170000 2613879 COMPETITION MANAGEMENT - THE ORGANIZATION DEVELOPS AND MANAGES CUSTOMIZED COMPETITIONS FOR PHILANTHROPISTS AND MATCHES DONORS WITH THE TOP VETTED PROPOSALS FROM SUCH COMPETITIONS IN A SEARCHABLE ONLINE DATABASE OF SOLUTIONS KNOWN AS THE BOLD SOLUTIONS NETWORK. 6426424 true true false false false false false false false true false false false false true true true false false false false false false false false false true false true false false false false false false false false false false false false false true false false false true 28 0 true 0 false false false false false false false false false false false false X 5 4 true false true false true true false true true false false true true true true true true true true false CA GA IL NY X Cecilia Conrad 3129170444 140 S Dearborn St Suite 300 Chicago IL 60603 CECILIA CONRAD CHIEF EXECUTIVE OFFICER 40.0 10.0 X X 380137 95034 0 JAMES MANYIKA DIRECTOR 2.0 X 0 0 0 JULIA STASCH DIRECTOR / BOARD CHAIR 3.0 X 0 0 0 LYNN TALIENTO DIRECTOR 2.0 X 0 0 0 REID HOFFMAN DIRECTOR 2.0 X 0 0 0 JOSHUA MINTZ SECRETARY 4.0 46.0 X 53616 616584 0 TRISHA POMERENK TREASURER 10.0 40.0 X 37802 138998 0 BRADFORD BALLAST CHIEF OF OPERATIONS 50.0 0.0 X 204529 0 0 DANA RICE VICE PRESIDENT, PHILANTHROPY 50.0 0.0 X 254642 0 0 930726 850616 0 0 false true false Submittable Holdings Inc 111 N Higging Avenue Ste 200 Missoula MT 59802 COMPETITION MANAGEMENT 373566 The Bridgespan Group 2 COPLEY PLACE BOSTON MA 02116 STRATEGY AND COMPETITION TECHNICAL SUPPORT 332750 Dalberg Consulting US LLC 99 Madison Avenue 17th Floor New York NY 10016 STRATEGIC TECHNICAL ASSISTANCE 301975 Common Pool LLC dba Carrot 806 Georgia Avenue Santa Monica CA 90402 COMPETITION MANAGEMENT 261250 Open Tech Strategies LLC 444 N WABASH AVE 5TH FLOOR CHICAGO IL 60611 SOFTWARE DESIGN AND INFRASTRUCTURE 210000 10 411625 1580308 1991933 COMPETITION 541900 2613879 2613879 0 0 0 0 2613879 32991 32991 0 0 0 0 0 0 0 0 0 4638803 2646870 0 0 X 170000 170000 18536 18536 14000 14000 6967709 5981732 821318 164659 11243 7868 3375 128454 128454 209821 186455 17644 5722 78989 54571 24163 255 32475 25798 6677 12977 12977 35164 35164 0 0 0 0 7679368 6426424 1082308 170636 11140371 14121881 0 0 6028067 0 0 322000 0 0 0 0 0 0 170947 154698 64886 45420 32443 19466 0 0 0 0 17371828 14618045 186984 127056 0 0 221354 568064 0 0 0 0 0 0 0 0 0 0 0 0 408338 695120 11219835 13922925 5743655 0 0 0 0 0 0 0 16963490 13922925 17371828 14618045 -3040565 0 X X false true X true false X 26489862 144599 9528606 1991933 38155000 0 0 0 26489862 144599 9528606 1991933 38155000 23472123 14682877 2057 6873 0 32991 41921 0 0 0 0 0 0 0 38196921 5715287 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 64886 45420 19466 19466 PAYABLE TO RELATED ORGANIZATION 0 X 4638803 0 0 4638803 0 0 4638803 7679368 0 0 7679368 0 0 7679368 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote LEVER FOR CHANGE FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THE GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE ORGANIZATION FOR UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2022. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. true Bard College 30 Campus Road Annandale-on-Hudson Red Hook NY 12504 141713034 501(c)(3) 25000 0 in support of The Worldwide Teach-in on Climate and Justice. IGNITE 510 16th Street Oakland CA 94612 383819049 501(c)(3) 25000 0 in support of creating systems, structures, and a culture of support for all IGNITE staff and participants who are caregivers. IGNITE 510 16th Street Oakland CA 94612 383819049 501(c)(3) 10000 0 in support of general operations. JUST Community PO Box 153188 Austin TX 78715 811447315 501(c)(3) 10000 0 in support of general operations. National Marine Mammal Foundation Inc 2240 Shelter Island Drive San Diego CA 92106 261501109 501(c)(3) 25000 0 in support of a project to build veterinary capacity to fill vital knowledge gaps for endangered Indus River dolphins (Platanista minor) rescued from irrigation canals in Pakistan. New Mexico Community Capital 301 Gold Avenue SW Albuquerque NM 87102 201798654 501(c)(3) 25000 0 in support of a project to co-create storytelling campaigns with Indigenous creatives and film/media experts in order to reframe entrepreneurship in communities. OneSky 1832 2nd Street Berkeley CA 94710 954714047 501(c)(3) 25000 0 in support of a project to design, pilot, and test a mobile business management application to support home-based childcare providers who have graduated from OneSky's program aimed at improving provision of ECD services for vulnerable children in Vietnam. Power For All 1012 Torney Avenue San Francisco CA 94129 813803168 501(c)(3) 25000 0 in support of a project to drive awareness and support of the Distributed Renewable Energy sector's potential as a jobs engine by creating an advocacy campaign focused on empowering youth. 5 2 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. Lever for Change met with all grantees before the disbursement of funds to better understand how the funds would be spent. The grantees will provide a creative grant reporting piece at the conclusion of the grant period detailing how the grant funds were used. false false false false false false false false false CECILIA CONRAD CHIEF EXECUTIVE OFFICER 336000 84000 0 0 44137 11034 0 0 0 0 380137 95034 0 0 JOSHUA MINTZ SECRETARY 44664 513636 0 0 8952 102948 0 0 0 0 53616 616584 0 0 TRISHA POMERENK TREASURER 37802 138998 0 0 0 0 0 0 0 0 37802 138998 0 0 BRADFORD BALLAST CHIEF OF OPERATIONS 191300 0 0 0 13229 0 0 0 0 0 204529 0 0 0 DANA RICE VICE PRESIDENT, PHILANTHROPY 242400 0 0 0 12242 0 0 0 0 0 254642 0 0 0 Form 990, Part VI, Line 2 Family/business relationships amongst interested persons JOSHUA MINTZ IS AN OFFICER OF MACARTHUR FOUNDATION; JAMES MANYIKA IS AN OFFICER OF MACARTHUR FOUNDATION; CECILIA CONRAD AND TRISHA POMERENK ARE EMPLOYEES OF MACARTHUR FOUNDATION. - Business relationship Form 990, Part VI, Line 4 Significant changes to organizational documents THE BYLAWS WERE AMENDED TO ADD THE PRESIDENT OF LEVER FOR CHANGE AS A MEMBER OF THE BOARD OF DIRECTORS. Form 990, Part VI, Line 6 Classes of members or stockholders UNDER THE BYLAWS OF THE CORPORATION, THE MACARTHUR FOUNDATION AS THE SOLE MEMBER HAS THE RIGHT TO APPOINT THE DIRECTORS OF THE CORPORATION. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body OTHER THAN THE MEMBER'S RIGHT TO APPOINT THE DIRECTORS OF THE CORPORATION, NO PARTY, OTHER THAN THE CORPORATION'S BOARD OF DIRECTORS, HAS ANY RIGHTS REFERENCED ABOVE. Form 990, Part VI, Line 11b Review of form 990 by governing body THE ORGANIZATION'S FORM 990 (AND RELATED SCHEDULES) IS PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY PRIOR TO FILING. Form 990, Part VI, Line 12c Conflict of interest policy THE ORGANIZATION'S CONFLICT OF INTEREST POLICY REQUIRES DIRECTORS AND CORPORATE OFFICERS TO DISCLOSE INTERESTS IN ANY ENTITY WITH WHICH THE ORGANIZATION PROPOSES TO DO BUSINESS. THE ORGANIZATION ALSO REQUESTS FROM EACH DIRECTOR A LIST OF ANY ENTITIES WITH WHICH THEY MAY BE AFFILIATED SO POTENTIAL CONFLICTS CAN BE IDENTIFIED. IN ALL TRANSACTIONS INVOLVING A CONFLICT OF INTEREST, A DISINTERESTED DECISION-MAKER (THE BOARD, THE PRESIDENT, OR A DISINTERESTED BOARD MEMBER AS THE CASE MAY BE) WILL DETERMINE WHETHER PROCEEDING WITH THE TRANSACTION IS IN THE BEST INTERESTS OF LEVER FOR CHANGE AFTER CONSIDERING ALL THE FACTS AND CIRCUMSTANCES. DIRECTORS, OFFICERS AND STAFF, WHO HAVE A CONFLICT OF INTEREST REGARDING A PROPOSED TRANSACTION WILL NOT VOTE ON OR APPROVE THE TRANSACTION. IN ADDITION, A STAFF MEMBER OR OFFICER WILL NOT WORK ON THE TRANSACTION WHERE THE CONFLICT IS PRESENT AND, UNLESS ASKED BY A DIRECTOR OR THE PRESIDENT, SHOULD NOT PARTICIPATE IN FORMAL OR INFORMAL DISCUSSIONS OF SUCH TRANSACTION. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE OVERALL COMPENSATION OF THE CHIEF EXECUTIVE OFFICER AND OTHER OFFICERS AND KEY EMPLOYEES OF LEVER FOR CHANGE PAID BY MACARTHUR FOUNDATION ARE BASED UPON AN ANNUAL DETERMINATION BY MACARTHUR FOUNDATION'S BUDGET AND COMPENSATION COMMITTEE. UNDER THE SERVICES AGREEMENT BETWEEN MACARTHUR FOUNDATION AND LEVER FOR CHANGE, THE TIME SPENT BY THESE OFFICERS AND KEY EMPLOYEES ON LEVER FOR CHANGE MATTERS ARE CHARGED TO LEVER FOR CHANGE AND LEVER FOR CHANGE REIMBURSES THE MACARTHUR FOUNDATION. COMPENSATION FOR THESE OFFICERS AND KEY EMPLOYEES IS BASED UPON DATA OF COMPARABLE ORGANIZATIONS AND IS CONTEMPORANEOUSLY DOCUMENTED. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE UPON REQUEST. Form 990, Part VII, Section A, Line 1a LEVER FOR CHANGE HAS ENTERED INTO AN ADMINISTRATIVE SERVICES AGREEMENT WITH MACARTHUR FOUNDATION. DURING THE TERM OF THIS AGREEMENT, MACARTHUR FOUNDATION WILL PROVIDE ADMINISTRATIVE, FINANCE, ACCOUNTING, LEGAL, HUMAN RESOURCE, PROGRAM MANAGEMENT, CONSULTING AND OTHER SUPPORT, AS NEEDED BY LEVER FOR CHANGE AND REIMBURSED BY LEVER FOR CHANGE. THESE SERVICES ARE PROVIDED BY MACARTHUR FOUNDATION EMPLOYEES AND AMOUNTS LISTED IN PART VII, SECTION A, COLUMN D ARE THE ALLOCABLE SHARE OF THE COMPENSATION AND BENEFITS INCURRED BY LEVER FOR CHANGE FOR SERVICES PROVIDED BY THE INDIVIDUALS LISTED. THE AMOUNTS LISTED IN PART VII, SECTION A, COLUMN E ARE THE ALLOCABLE SHARE OF COMPENSATION AND BENEFITS PAID BY MACARTHUR FOUNDATION TO THE INDIVIDUALS LISTED FOR SERVICES PROVIDED TO MACARTHUR FOUNDATION AND ARE PROVIDED BECAUSE MACARTHUR FOUNDATION IS A RELATED ORGANIZATION IN ACCORDANCE WITH IRS INSTRUCTIONS. ALL INDIVIDUALS WITH REPORTABLE COMPENSATION LISTED IN PART VII ARE EMPLOYEES OF MACARTHUR FOUNDATION. DIRECTORS PROVIDE SERVICES TO LEVER FOR CHANGE ON A VOLUNTEER BASIS AND RECEIVED NO COMPENSATION FOR SERVICES PROVIDED TO LEVER FOR CHANGE. IN ADDITION, THE NUMBER OF VOLUNTEERS LISTED IN PART I, LINE 6 INCLUDES JUDGES THAT PARTICIPATE IN THE COMPETITION ACTIVITIES OF THE ORGANIZATION AND ARE VITAL TO THE ORGANIZATION'S MISSION. THESE VOLUNTEERS ARE NOT REQUIRED TO BE LISTED IN PART VII, SECTION A. Form 990, Part IX, Line 11g Other Fees ADMINISTRATIVE SERVICES - Total Expense: 4118175, Program Service Expense: 3132198, Management and General Expenses: 821318, Fundraising Expenses: 164659; COMMMUNICATIONS SUPPORT - Total Expense: 295657, Program Service Expense: 295657, Management and General Expenses: , Fundraising Expenses: ; COMPETITION MANAGEMENT - Total Expense: 754040, Program Service Expense: 754040, Management and General Expenses: , Fundraising Expenses: ; COMPETITION TECHNICAL SUPPORT - Total Expense: 1387215, Program Service Expense: 1387215, Management and General Expenses: , Fundraising Expenses: ; PROPOSAL DATABASE DEVELOPMENT - Total Expense: 412622, Program Service Expense: 412622, Management and General Expenses: , Fundraising Expenses: ; Form 990, Part XII, Line 2c Change of oversight process or selection process There is a newly created audit committee that reviewed and approved the Auditors' Report. JOHN D AND CATHERINE T MACARTHUR FOUNDATION 140 South Dearborn St Suite 1200 Chicago IL 60603 237093598 PRIVATE FOUNDATION IL 501(c)(3) PF NA false false false true false false false false false false false true true true true false true true false false