2023-11-15T15:47:05-06:00 2022-12-31 390859910 BAKER TILLY US LLP 1 HIGHWOOD DRIVE TEWKSBURY MA 01876 990 2022-01-01 770395654 IMPACT ONLINE INC IMPA 4152416868 5424 SUNOL BOULEVARD 10 PLEASANTON CA 94566 JUDE O'REILLEY CEO 4152416868 2023-11-14 1 JUDE OREILLEY 999009999 0 MATTHEW KALIL CPA MBA P01517069 9785575300 2023-11-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z VOLUNTEERMATCH JUDE O'REILLEY 5424 SUNOL BOULEVARD 10 PLEASANTON CA 94566 2429427 0 X WWW.VOLUNTEERMATCH.ORG X 1995 CA TO STRENGTHEN COMMUNITIES BY CONNECTING GOOD PEOPLE WITH GOOD CAUSES. 7 6 34 12 0 0 6484518 369982 2025278 2041948 2616 17497 0 0 8512412 2429427 0 0 0 0 2992948 3504631 192000 0 210371 1999093 1908735 5184041 5413366 3328371 -2983939 7315523 4442089 2108026 2221037 5207497 2221052 X IMPACT ONLINE, D.B.A. VOLUNTEERMATCH, IS CREATING A WORLD WHERE EVERYONE HAS THE OPPORTUNITY TO VOLUNTEER AND EVERY VOLUNTEER IS WORKING AT THEIR HIGHEST AND BEST PURPOSE. SINCE OUR INCEPTION, OUR PLATFORM HAS ACTIVATED MORE THAN 18 MILLION VOLUNTEERS, DELIVERING PROFOUND AND LASTING IMPACT TO PEOPLE, CAUSES AND SOCIETY. THROUGH OUR DATA, WE KNOW THAT SERVICE IS FUNDAMENTAL TO HUMAN CONNECTION, ESSENTIAL IN CREATING HEALTHY COMMUNITIES, AND VITAL TO DELIVERING IMPACT THAT REVERBERATES WELL BEYOND THE HOURS CONTRIBUTED. AS SUCH, WE ARE ON A MISSION TO GROW PARTICIPATION AS A MEANS TO BUILDING GREATER HOPE, JOY, AND CONNECTION IN THE WORLD AROUND US. 0 0 4629983 2041948 SINCE 1998, VOLUNTEERMATCH HAS PLAYED A CRITICAL ROLE IN SOCIETY, DELIVERING THE TECHNOLOGY, INSIGHTS, AND SOCIAL INNOVATIONS THAT ACTIVATE VOLUNTEER PARTICIPATION AND CREATE HEALTHIER, MORE CONNECTED PEOPLE AND COMMUNITIES. TODAY, OUR TECHNOLOGY, WHICH INCLUDES VOLUNTEERMATCH.ORG, AND API FOR PARTNER SERVICE DELIVERY, AN ONLINE LEARNING CENTER, AND A VARIETY OF PUBLIC AND PRIVATE SYNDICATION PROGRAMS, SITS AT THE INTERSECTION OF VOLUNTEERS, NONPROFITS, GOVERNMENTAL ENTITIES, AND CORPORATIONS. WE ACTIVELY SUPPORT NEARLY 150,000 NONPROFITS WITH TOOLS AND TRAINING TO RECRUIT AND MANAGE VOLUNTEERS. VOLUNTEERMATCH AVERAGES 90 VOLUNTEER CONNECTIONS EVERY HOUR OF EVERY DAY. 4629983 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 25 0 1 34 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA OR X X THE ORGANIZATION 4152416868 5424 SUNOL BOULEVARD 10 PLEASANTON CA 94566 JAY BACKSTRAND DIRECTOR 1.00 X 0 0 0 MEG GARLINGHOUSE DIRECTOR 1.00 X 0 0 0 CRAIG JACOBY DIRECTOR 1.00 X 0 0 0 CHRIS MASTO DIRECTOR 1.00 X 0 0 0 ANDREW MEANS DIRECTOR 1.00 X 0 0 0 ROBERT SAVAGE CHAIR 1.00 X X 0 0 0 GREGORY BALDWIN PRESIDENT/CEO (UNTIL 5/2/2022) 40.00 X X 308968 0 4306 JUDE O'REILLEY PRESIDENT/CEO (SINCE 5/3/2022) 40.00 X X 192112 0 22754 JOHN RACKWITZ SENIOR APPLICATIONS ENGINE 40.00 X 142375 0 21296 HSIAOYUN SUE DEVELOPMENT LEAD 40.00 X 130907 0 16918 DANIEL COHEN DIRECTOR, PRODUCT 40.00 X 128712 0 14129 ERIC SWANSON SYSTEMS ADMINISTRATOR 40.00 X 126954 0 24233 SAMIR ASHOK SHAH VP, SALES & CUSTOMER SUCCESS 40.00 X 114644 0 29059 1144672 0 132695 12 0 1 0 EMILY HELM 5 HALLRON ROAD NEWTON LOWER FALLS MA 02462 STRATEGIC OPERATIONS CONSULTANT 165000 BURKLAND ASSOCIATES LLC 12 SHEPHERD WAY TIBURON CA 94920 CFO SERVICES 120338 2 369982 369982 PROGRAM SERVICES 541519 1775748 1775748 NONPROFIT MEMBERSHIP S 541519 266200 266200 2041948 17497 17497 2429427 2041948 0 17497 X 534778 44300 375783 114695 2377431 2335682 41749 63097 60154 2431 512 307783 272397 23951 11435 221542 187671 22220 11651 26200 26200 685832 610513 66743 8576 19797 19797 6250 5815 285 150 268928 260140 3865 4923 155291 131550 15574 8167 48308 41952 3988 2368 49648 43837 3761 2050 20000 20000 582607 577314 3610 1683 34956 29612 3506 1838 DUES AND SUBSCRIPTIONS 10918 9249 1095 574 5413366 4629983 573012 210371 650014 685865 4820211 2367194 466035 466035 411350 474450 137572 72177 131840 91202 48808 40638 23300 0 758233 335730 7315523 4442089 247639 332336 833060 760189 1000000 1000000 27327 128512 2108026 2221037 X 5006473 2221052 201024 0 5207497 2221052 7315523 4442089 -2983939 -2506 0 X X 0 1 X 1 0 X 1255895 772769 2916012 6484518 369982 11799176 3105086 2188003 1793183 2025278 2041948 11153498 4360981 2960772 4709195 8509796 2411930 22952674 1100000 451089 1729766 141288 112822 3534965 338020 232792 55780 275655 902247 1438020 683881 1785546 141288 388477 4437212 18515462 3752 2840 5202 2616 17497 31907 3752 2840 5202 2616 17497 31907 4364733 2963612 4714397 8512412 2429427 22984581 0.80560 0.80670 0.00140 0.00120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 26052 23120 2932 105788 68082 37706 40638 SECURITY DEPOSITS 56814 SOFTWARE DEVELOPMENT COSTS, NET OF ACCUMULATED AMORTIZATION 161979 OPERATING LEASE RIGHT OF USE ASSET 116937 335730 OPERATING LEASE LIABILITY 128512 128512 X 3616787 -2506 1189866 1187360 2429427 0 2429427 6603232 1189866 1189866 5413366 0 5413366 PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON TRADE OR BUSINESS PROFITS GENERATED BY ACTIVITIES RELATED TO THE ORGANIZATION'S EXEMPT FUNCTION. THE ORGANIZATION MAY BE SUBJECT TO FEDERAL AND STATE INCOME TAXES FOR PROFITS GENERATED FROM TRADE OR BUSINESS ACTIVITIES UNRELATED TO THE ORGANIZATION'S EXEMPT FUNCTION. AS OF DECEMBER 31, 2022, MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS NOT GENERATED ANY UNRELATED BUSINESS TAXABLE INCOME. THE ORGANIZATION ASSESSES THE RECORDING OF UNCERTAIN TAX POSITIONS BY EVALUATING THE MINIMUM RECOGNITION THRESHOLD AND MEASUREMENT REQUIREMENTS A TAX POSITION MUST MEET BEFORE BEING RECOGNIZED AS A BENEFIT IN THE FINANCIAL STATEMENTS. THE ORGANIZATION'S POLICY IS TO RECOGNIZE INTEREST AND PENALTIES ACCRUED ON ANY UNCERTAIN TAX POSITIONS AS A COMPONENT OF INCOME TAX EXPENSE, IF ANY, IN ITS STATEMENTS OF ACTIVITIES. THE ORGANIZATION HAS NOT RECOGNIZED ANY LIABILITIES FOR UNCERTAIN TAX POSITIONS OR UNRECOGNIZED BENEFITS AS OF DECEMBER 31, 2022. THE ORGANIZATION DOES NOT EXPECT ANY MATERIAL CHANGE IN UNCERTAIN TAX BENEFITS WITHIN THE NEXT 12 MONTHS. X 1 0 0 0 0 0 0 0 0 GREGORY BALDWIN PRESIDENT/CEO (UNTIL 5/2/2022) 308968 0 0 0 0 0 1964 0 2342 0 313274 0 0 0 JUDE O'REILLEY PRESIDENT/CEO (SINCE 5/3/2022) 192112 0 0 0 0 0 7787 0 14967 0 214866 0 0 0 JOHN RACKWITZ SENIOR APPLICATIONS ENGINE 134375 0 8000 0 0 0 5881 0 15415 0 163671 0 0 0 ERIC SWANSON SYSTEMS ADMINISTRATOR 118954 0 8000 0 0 0 5367 0 18866 0 151187 0 0 0 PART I, LINE 4A GREGORY BALDWIN, PRESIDENT/CEO, RECEIVED A SEVERANCE PAYOUT IN THE AMOUNT OF $162,500 UPON TERMINATION FROM THE ORGANIZATION ON MAY 2, 2022. THE SARA & ROBERT SAVAGE CHARITABLE FOUNDATION THE FOUNDATION BELONGS TO A MEMBER OF THE ORGANIZATION'S BOARD OF DIRECTORS PROGRAM RELATED INVESTMENT FUNDING AGREEMENT (PRI) X 1000000 1000000 0 1 1 1000000 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE CFO AND THE PRESIDENT AND PROVIDED TO THE BOARD MEMBERS PRIOR TO FILING FOR THEIR QUESTIONS AND COMMENTS. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY COVERS ALL EMPLOYEES, TRUSTEES, AND OUTSIDE CONTRACTORS/CONSULTANTS. IN ADDITION TO THE CONFLICT BEING PUBLISHED IN THE EMPLOYEE HANDBOOK, ALL EMPLOYEES, VOLUNTEERS, AND CONTRACTORS ARE REQUIRED TO SIGN THE POLICY UPON ENTERING INTO EMPLOYMENT WITH VOLUNTEERMATCH. IT SHALL BE THE CONTINUING RESPONSIBILITY OF THE BOARD, OFFICERS, AND MANAGEMENT EMPLOYEES TO SCRUTINIZE THEIR TRANSACTIONS AND OUTSIDE BUSINESS INTERESTS, AND RELATIONSHIPS FOR POTENTIAL CONFLICTS AND TO IMMEDIATELY MAKE SUCH DISCLOSURES. DISCLOSURES IN THE ORGANIZATION SHOULD BE MADE TO THE CHIEF EXECUTIVE OFFICER (OR IF SHE OR HE IS THE ONE WITH THE CONFLICT, THEN TO THE BOARD CHAIR), WHO SHALL BRING THE MATTER TO THE ATTENTION OF THE BOARD. DISCLOSURES INVOLVING DIRECTORS SHOULD BE MADE TO THE BOARD CHAIR, (OR IF SHE OR HE IS THE ONE WITH THE CONFLICT, THEN TO THE BOARD VICE-CHAIR) WHO SHALL BRING THESE MATTERS TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD REVIEWS THE PRESIDENT'S PERFORMANCE AND COMPENSATION ANNUALLY WITH REFERENCE TO THE CURRENT MARKET CONDITIONS. NOMINAL COST OF LIVING INCREASES HAVE BEEN AUTHORIZED FOR OTHER EXECUTIVES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FORM 990 ARE AVAILABLE IMMEDIATELY TO THE PUBLIC UPON REQUEST. IN ADDITION, THE FORM 990 IS POSTED TO GUIDESTAR WHERE IT IS AVAILABLE FOR PUBLIC INSPECTION. FORM 990, PART IX, LINE 11G CONSULTANTS AND WEB DEVELOPMENT: PROGRAM SERVICE EXPENSES 610,513. MANAGEMENT AND GENERAL EXPENSES 66,743. FUNDRAISING EXPENSES 8,576. TOTAL EXPENSES 685,832. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT FOR THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED DURING THE YEAR. FORM 990; PART V; LINE 2A: THE ORGANIZATION USES A PROFESSIONAL EMPLOYER ORGANIZATION (PEO) INSPERITY PEO SERVICES TO PAY ITS EMPLOYEES. IN 2022 INSPERITY PEO SERVICES ISSUED 34 W-2'S ON BEHALF OF IMPACT ONLINE, INC.