2023-11-10T13:10:32-06:00 2022-12-31 910189318 MOSS ADAMS LLP 3121 W MARCH LN STE 200 STOCKTON CA 952192367 990 2022-01-01 852039256 RECIDIVIZ INC RECI 4154164144 1322 WEBSTER STREET 402 OAKLAND CA 94612 CLEMENTINE JACOBY EXECUTIVE DIRECTOR 4154154144 2023-11-08 1 CLEMENTINE JACOBY 999009999 1 TRACY S PAGLIA P00366884 2099556100 2023-11-02 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X CLEMENTINE JACOBY 1322 WEBSTER STREET 402 OAKLAND CA 94612 29689525 0 X WWW.RECIDIVIZ.ORG X 2020 DE TO REDUCE INCARCERATION, SAFELY, EQUITABLY, AND AT SCALE USING MODERN DATA TOOLS. 6 4 66 22 0 0 9507917 28476228 0 1209075 1046 3681 0 541 9508963 29689525 0 0 0 0 0 7465040 0 0 379927 23000 2022243 23000 9487283 9485963 20202242 10264304 30323427 778341 635222 9485963 29688205 X RECIDIVIZ'S MISSION IS TO REDUCE INCARCERATION, SAFELY, EQUITABLY, AND AT SCALE USING MODERN DATA TOOLS. 0 0 7648667 0 1209075 CORE PLATFORM WITH LEADERSHIP AND STAFF: THE MAJORITY OF OUR EFFORTS ARE THROUGH PARTNERSHIP WITH STATES, HELPING CORRECTIONS AGENCIES MAKE THEIR DATA ACTIONABLE TO POWER POLICY IMPLEMENTATION, PROGRAM EVALUATION, ACADEMIC PARTNERSHIPS, CASELOAD MANAGEMENT, OR INCREASED TRANSPARENCY, SAVING STAFF TIME IN THE PROCESS. LEADERSHIP TOOLS TRACK OUTCOMES ACROSS THEIR AGENCY, IDENTIFY AND ADDRESS BOTTLENECKS, AND IMPROVE POLICY IMPLEMENTATION. LINE STAFF TOOLS ORGANIZE OFFICERS' CASELOADS BY PRIORITY, HIGHLIGHT THE PEOPLE WHO ARE SUCCEEDING AND NEED HELP, AND SAVE THEM TIME ON REPETITIVE TASKS. 7648667 1 1 0 0 0 0 0 0 0 1 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 1 0 0 0 1 16 0 1 66 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 4 1 0 1 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CA CO DC FL IL KY MA MD NY ND OK PA RI TN VA X JENN SHAW 4154164144 1322 WEBSTER STREET SUITE 402 OAKLAND CA 94612 CLEMENTINE JACOBY - CEO EXECUTIVE DIRECTOR/DIRECTOR 40.00 0.00 X X 236927 0 24254 JOSHUA ESSEX CHIEF TECHNOLOGY OFFICER 40.00 0.00 X 212661 0 23041 ANDREW WARREN - HEAD OF PRODUCT/TREASURER/DIRECTOR 40.00 0.00 X X 202451 0 21600 COLIN ADAMS DIRECTOR OF ENGINEERING, PLATFORM 40.00 0.00 X 171550 0 32740 JUSTINE KUNZ STAFF DATA SCIENTIST 40.00 0.00 X 179121 0 16719 ANNA GEIDUSCHEK STAFF SOFTWARE ENGINEER 40.00 0.00 X 174127 0 19012 ZACK GOODMAN STAFF DATA SCIENTIST 40.00 0.00 X 163119 0 14956 DAN HANSEN SENIOR SOFTWARE ENGINEER 40.00 0.00 X 162990 0 18371 NICCO MELE SECRETARY/DIRECTOR 1.00 0.00 X X 0 0 0 ROSE AFRIYIE DIRECTOR 1.00 0.00 X 0 0 0 JAY JORDAN DIRECTOR 1.00 0.00 X 0 0 0 EVAN MARWELL DIRECTOR 1.00 0.00 X 0 0 0 JOHN WETZEL DIRECTOR (THRU 09/22) 1.00 0.00 X 0 0 0 1502946 0 170693 33 0 1 0 CARAHSOFT TECHNOLOGY CORPORATION 11493 SUNSET HILLS ROAD SUITE 100 RESTON VA 20190 CLOUD SERVICES 547593 MOSS ADAMS LLP 999 THIRD AVENUE SUITE 2800 SEATTLE WA 98104 ACCOUNTING 166789 FOHNER LLC 950 HOXETT STREET GILROY CA 95020 COMMUNICATIONS 123621 NICHELLE NOMAD LLC 243 ATHOL AVENUE 7 OAKLAND CA 94606 SOFTWARE ENGINEERING 120338 4 8103423 2062456 18310349 2350404 28476228 GOV'T CONTRACT REVENUE 518210 1209075 1209075 1209075 3681 3681 MISCELLANEOUS INCOME 900099 541 541 541 29689525 1209075 0 4222 720935 631326 63534 26075 5617127 4916098 481678 219351 242755 219351 23404 416285 356397 50459 9429 467938 413995 38800 15143 17988 17988 179896 6601 173295 598404 334304 173144 90956 1803 171 1632 51844 21477 30367 655250 607650 47600 123286 123286 242849 95902 128974 17973 10712 10712 8462 1882 5580 1000 45354 31659 13695 25316 25316 RECRUITING/TRAINING 46276 46276 EXCISE TAX-PREDECESSOR 11461 11461 LICENSES AND PERMITS 400 400 2942 1142 1800 9487283 7648667 1458689 379927 25258 7983523 8901045 20084891 1338001 1332692 0 672924 0 123447 156265 79132 0 77133 0 48817 10264304 30323427 24535 176889 0 458333 753806 0 778341 635222 X 6114994 23735054 3370969 5953151 9485963 29688205 10264304 30323427 20202242 0 X 0 1 X 1 1 1 X 9507917 28476228 37984145 9507917 28476228 37984145 8583847 29400298 1046 3681 4727 541 541 37989413 1209075 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2022 AMOUNT: $ 541. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3370969 10362222 7780040 5953151 0 4287734 916765 3370969 0.00000 0.00000 1.00000 0 0 6636 4793 1843 149629 74339 75290 77133 X 29914820 225295 225295 29689525 0 29689525 9712578 225295 225295 9487283 0 9487283 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE HELD FOR TIME AND PURPOSE BASED ON DONOR INTENT AND EXPENDED WHEN THE CONDITIONS OF THE DONOR'S INTENT HAVE BEEN MET. PART X, LINE 2: RECIDIVIZ INC. IS A PUBLIC CHARITY DESCRIBED IN SECTION 501(C)(3) AND WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE, AND IS EXEMPT FROM FEDERAL INCOME TAXES. THE ORGANIZATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE-LIKELY-THAN-NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION. X X X X 0 0 0 0 0 0 0 0 0 CLEMENTINE JACOBY - CEO EXECUTIVE DIRECTOR/DIRECTOR 236487 0 0 0 440 0 11846 0 12408 0 261181 0 0 0 JOSHUA ESSEX CHIEF TECHNOLOGY OFFICER 212499 0 0 0 162 0 10633 0 12408 0 235702 0 0 0 ANDREW WARREN - HEAD OF PRODUCT/TREASURER/DIRECTOR 202375 0 0 0 76 0 10123 0 11477 0 224051 0 0 0 COLIN ADAMS DIRECTOR OF ENGINEERING, PLATFORM 171514 0 0 0 36 0 8578 0 24162 0 204290 0 0 0 JUSTINE KUNZ STAFF DATA SCIENTIST 179073 0 0 0 48 0 8956 0 7763 0 195840 0 0 0 ANNA GEIDUSCHEK STAFF SOFTWARE ENGINEER 174079 0 0 0 48 0 8706 0 10306 0 193139 0 0 0 ZACK GOODMAN STAFF DATA SCIENTIST 163083 0 0 0 36 0 8156 0 6800 0 178075 0 0 0 DAN HANSEN SENIOR SOFTWARE ENGINEER 162954 0 0 0 36 0 8150 0 10221 0 181361 0 0 0 X PREDECESSOR DISSOLUTION 1 2350404 FMV 0 0 0 0 PART I, COLUMN (B): COLUMN (B) REPORTS THE NUMBER OF CONTRIBUTORS. SCHEDULE M, PART I, LINE 25: THE NON-CASH CONTRIBUTION FROM THE PREDECESSOR ORGANIZATION CONSISTED OF ACCOUNTS RECEIVABLE, GRANTS RECEIVABLE, PREPAID EXPENSES, FIXED ASSETS, AND DEPOSITS AS WELL AS THE ASSUMPTION OF THE ACCOUNTS PAYABLE AND DEFERRED REVENUE FOR A NET AMOUNT OF $2,350,404. FORM 990, PART III, LINE 4A: IN 2022, RECIDIVIZ DOUBLED ITS REACH FROM 13% TO 26% OF THE US PRISON AND SUPERVISION POPULATION. AGENCIES DEEPENED THEIR INVESTMENT IN OUR APPROACH AND GOVERNMENT REVENUE NOW COVERS 25% OF OUR COSTS. TO DATE: - 69,620 PEOPLE HAVE BEEN ACCELERATED OUT OF THE CRIMINAL JUSTICE SYSTEM. - 11 STATES USE THE PLATFORM. - 26% OF US PRISON AND SUPERVISION POPULATIONS ARE COVERED BY RECIDIVIZ'S TOOLS. - 70 BILLS HAVE BEEN ANALYZED ACROSS 31 JURISDICTIONS TO FORECAST IMPACT. - $1.1 BILLION IN SAVINGS FOR STATES HAVE BEEN ACHIEVED BY REDUCING THE NUMBER OF PEOPLE IN PRISONS AND ON SUPERVISION. FORM 990, PART VI, SECTION A, LINE 2 CLEMENTINE JACOBY (EXECUTIVE DIRECTOR) AND JOSHUA ESSEX (CHIEF TECHNOLOGY OFFICER) HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 4 RECIDIVIZ, INC. AMENDED ITS ARTICLES OF INCORPORATION AND BYLAWS IN 2021 FOR THE MERGER OF THE PRIOR PRIVATE FOUNDATION ENTITY, RECIDIVIZ, INC. WITH THE CURRENT PUBLIC CHARITY ENTITY RECIDIVIZ, INC. THAT WERE FILED PURSUANT TO ARTICLES OF MERGER FILED IN JANUARY, 2022. SIGNIFICANT CHANGES INCLUDE THE FOLLOWING: 1) THE NUMBER OF THE BOARD OF DIRECTORS MUST BE NO FEWER THAN THREE, WITH THE EXACT NUMBER OF DIRECTORS FIXED BY RESOLUTION ADOPTED BY AFFIRMATIVE VOTE OF A MAJORITY OF THE DIRECTORS THEN IN OFFICE, EXCEPT THAT PRIOR TO PASSAGE OF SUCH RESOLUTION, THE NUMBER OF DIRECTORS WILL BE FIVE. 2) CREATED A CLASS OF "INITIAL DIRECTORS" WHO ARE ELIGIBLE TO SERVE AN INDEFINITE NUMBER OF ADDITIONAL TERMS BEYOND THEIR INTIAL TERM. 3) THE BOARD OF DIRECTORS MAY BE EXPANDED OR CONTRACTED, VACANCIES ON THE BOARD OF DIRECTORS MAY BE FILLED, AND DIRECTORS MAY BE REMOVED FROM OFFICE WITH OR WITHOUT CAUSE BY A MAJORITY VOTE OF ALL THE DIRECTORS THEN IN OFFICE. 4) EACH DIRECTOR HOLDS OFFICE FOR A TERM OF ONE YEAR UNTIL SUCH DIRECTOR'S SUCCESSOR HAS BEEN DULY ELECTED AND QUALIFIED OR UNTIL SUCH DIRECTOR'S EARLIER DEATH, RESIGNATION, OR REMOVAL. DIRECTORS MAY BE ELECTED TO SERVE AN INDEFINITE NUMBER OF TERMS. 5) THE OFFICERS ARE CHAIR, CEO, SECRETARY, AND TREASURER AND OTHER SUCH OFFICERS AS MAY BE ELECTED OR APPOINTED BY THE BOARD OF DIRECTORS. 6) THE AUTHORITY AND DUTIES OF THE OFFICERS WERE REVISED. 7) AMENDMENTS TO THE ARTICLES OF INCORPORATION AND BYLAWS REQUIRE A MAJORITY VOTE OF DIRECTORS THEN IN OFFICE. 8) THE CONFLICT OF INTEREST POLICY WAS REMOVED FROM THE BYLAWS AND DRAFTED INTO A STANDALONE POLICY WITH SUBSTANTIALLY THE SAME LANGUAGE. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DID NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY DURING THE TAX YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED WITH INFORMATION PROVIDED BY MANAGEMENT AND THE OUTSOURCED ACCOUNTING FIRM. THE ORGANIZATION'S EXECUTIVE DIRECTOR AND BOARD TREASURER WILL REVIEW THE FORM 990 IN DETAIL WITH AN ASSIGNED COMMITTEE THAT INCLUDES THE DIRECTOR OF OPERATIONS AND OUTSOURCED ACCOUNTANT PRIOR TO FILING. A COPY OF THE FORM 990 WILL BE PROVIDED TO EACH MEMBER OF THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY COVERS ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS (INTERESTED PERSON). EACH INTERESTED PERSON IS REQUIRED TO ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT THEY HAVE RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, AND HAS AGREED TO COMPLY WITH THE POLICY. PERIODIC REVIEWS ARE ALSO CONDUCTED TO ENSURE THAT THE ORGANIZATION IS OPERATING IN A CHARITABLE MANNER. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, THEY SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. ALL PROCEEDINGS ARE DOCUMENTED IN THE MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15 RESEARCH WAS CONDUCTED USING AN ERI DATA SUBSCRIPTION TO GATHER APPROPRIATE COMPARABILITY DATA FOR SIMILAR ORGANIZATIONS. THIS INFORMATION WAS REVIEWED BY A COMMITTEE OF THE BOARD OF DIRECTORS WHO ARE INDEPENDENT. THE COMPENSATION ADJUSTMENTS MADE DURING THIS PERIOD WERE ESTABLISHED AS ONE-TIME ADJUSTMENTS INTENDED TO ADDRESS THE GROWTH IN SIZE AND COMPLEXITY OF THE ORGANIZATION OVER THE PAST THREE YEARS. ADJUSTMENTS TO COMPENSATION WERE APPROVED AND CONTEMPORANEOUSLY DOCUMENTED BY THIS INDEPENDENT COMMITTEE IN JUNE 2022 FOR THE EXECUTIVE DIRECTOR, CHIEF TECHNOLOGY OFFICER, AND HEAD OF PRODUCT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. RECIDIVIZ INC 1322 WEBSTER STREET SUITE 402 OAKLAND CA 94612 825181074 TO IMPROVE THE CRIMINAL JUSTICE SYSTEM UT 501(C)(3) PF N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RECIDIVIZ INC C 8103423 FMV