VALUE REPORTING FOUNDATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- VALUE REPORTING FOUNDATION (EIN 45-2883197)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-07-27
- IRS object ID
- 202212089349301301
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-07-27T09:34:21-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 366055558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE ST 13TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452883197 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VALUE REPORTING FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VALU | BusinessNameControlTxt |
| Phone | 4158309220 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1045 SANSOME STREET 450 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW WELCH | PersonNm |
| Person Title | PRESIDENT AND COO | PersonTitleTxt |
| Phone | 4158309220 | PhoneNum |
| Signature | 2022-07-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MATTHEW | PersonFirstNm |
| Person Last | WELCH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIN COUTURE | PreparerPersonNm |
| PTIN | P01390592 | PTIN |
| Phone | 6177237900 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Principal Officer | MATTHEW WELCH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1045 SANSOME STREET 450 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $19,404,162 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.VALUEREPORTINGFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2011 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | OUR MISSION IS TO ENSURE THE GLOBAL INFORMATION SYSTEM FOR CAPITAL (CONTINUES ON SCHEDULE O) MARKETS DELIVERS HIGH QUALITY CORPORATE GOVERNANCE AND DISCLOSURES RELEVANT TO ENTERPRISE VALUE CREATION, WHICH SERVES THE PUBLIC INTEREST. TO ACHIEVE THIS WE: - ADVOCATE FOR INTEGRATED THINKING PRINCIPLES - MAINTAIN AND PROMOTE A FRAMEWORK FOR INTEGRATED REPORTING - SET SUSTAINABILITY DISCLOSURE STANDARDS TO COMPLEMENT EXISTING FINANCIAL DISCLOSURE STANDARDS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 39 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 37 | VotingMembersIndependentCnt |
| Total Employee | 59 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,382,917 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,591,963 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,546,435 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,809,783 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,822 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $32,633 | PYOtherRevenueAmt |
| CY Other Revenue | $2,416 | CYOtherRevenueAmt |
| PY Total Revenue | $12,963,807 | PYTotalRevenueAmt |
| CY Total Revenue | $19,404,162 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,055,700 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,502,882 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $2,500 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $644,867 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,770,127 | PYOtherExpensesAmt |
| CY Other Expenses | $3,872,897 | CYOtherExpensesAmt |
| PY Total Expenses | $9,825,827 | PYTotalExpensesAmt |
| CY Total Expenses | $12,378,279 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,137,980 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,025,883 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $14,927,184 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,403,803 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,297,954 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,826,516 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,629,230 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,577,287 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE PART I, LINE 1 RESPONSE | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $9,289,299 | ExpenseAmt |
| Revenue | $7,812,199 | RevenueAmt |
| Desc | THE VALUE REPORTING FOUNDATION IS A GLOBAL NONPROFIT ORGANIZATION THAT OFFERS A COMPREHENSIVE SUITE OF RESOURCES DESIGNED TO HELP BUSINESSES AND INVESTORS DEVELOP A SHARED UNDERSTANDING OF ENTERPRISE VALUE - HOW IT IS CREATED, PRESERVED OR ERODED OVER TIME. THE RESOURCES, INCLUDING INTEGRATED THINKING PRINCIPLES, THE INTEGRATED REPORTING FRAMEWORK AND SASB STANDARDS, CAN BE USED ALONE OR IN COMBINATION, DEPENDING ON BUSINESS NEEDS. THESE TOOLS, ALREADY ADOPTED IN OVER 70 COUNTRIES, COMPRISE THE 21ST CENTURY MARKET INFRASTRUCTURE NEEDED TO DEVELOP, MANAGE AND COMMUNICATE STRATEGY THAT CREATES LONG-TERM VALUE AND DRIVES IMPROVED ENVIRONMENTAL, SUSTAINABILITY, AND GOVERNANCE PERFORMANCE. | Desc |
| Total Program Service Expenses | $9,289,299 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 26 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 59 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | UK | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 39 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 37 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATTHEW WELCH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4158309220 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1045 SANSOME STREET 450 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (45 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JANINE GUILLOT | ||||||||
| CEO | 40.00 | 0.00 | Yes (X) | Yes (X) | $808,598 | $0 | $36,836 | |
| MATTHEW WELCH | ||||||||
| PRES/COO/DIR THRU 5/31 | 40.00 | 0.00 | Yes (X) | Yes (X) | $335,291 | $0 | $30,393 | |
| ROBERT STEEL | ||||||||
| CHAIR THRU 5/31 CO-CHAIR - 6/1 | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARY SCHAPIRO | ||||||||
| CO-VICE CHAIR | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| HELEN BRAND | ||||||||
| CO-VICE CHAIR | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RICHARD SEXTON | ||||||||
| CO-CHAIR | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| STEVE GUNDERS | ||||||||
| TREASURER | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ALAN BELLER | ||||||||
| SECRETARY | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOE ALLANSON | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PRU BENNETT | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RUDOLF BLESS | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ELSE BOS | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CATHERINE BRADLEY | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KOUSHIK CHATTERJEE | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| AUDREY CHOI | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHELLE COLLINS | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ARON CRAMER | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBORAH DEHAAS | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JANE DIPLOCK | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL DRUCKMAN | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KENNETH GOLDMAN | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT HERZ | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL JANTZI | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CONOR KEHOE | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TETSUO KITAGAWA | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| IZUMI KOBAYASHI | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PAULA LOOP | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ALEXSANDRO BROEDEL LOPES | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES MCINTIRE | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BARRY MELANCON | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID NUSSBAUM | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| UK SINHA | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT SWAAK | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROY SWAN | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES TILLEY | ||||||||
| DIRECTOR (SEE SCHEDULE O) | 2.00 | 8.00 | Yes (X) | $0 | $166,076 | $0 | ||
| LAURA TYSON | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SARAH WILLIAMSON | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAY WILLOUGHBY | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TAKATOSHI YAMAMOTO | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES ZEGAR | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFF COHEN | ||||||||
| DIR OF CAPITAL MARKETS | 40.00 | 0.00 | $189,672 | $0 | $18,013 | Yes (X) | ||
| NICOLAI LUNDY | ||||||||
| CHIEF OF MARKET RELATIONSHIPS | 40.00 | 0.00 | $212,964 | $0 | $32,358 | Yes (X) | ||
| BRYAN ESTERLY | ||||||||
| CHIEF TECHNICAL OFFICER | 40.00 | 0.00 | $208,748 | $0 | $32,351 | Yes (X) | ||
| BRIAN GOUGHERTY | ||||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | 0.00 | $202,117 | $0 | $17,619 | Yes (X) | ||
| JAMES MARTIN | ||||||||
| DIR GLOBAL OUTREACH | 40.00 | 0.00 | $168,172 | $0 | $13,911 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,125,562 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $166,076 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $181,481 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 33 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GRAY BIKE LLC | |||||
| 340 S LEMON AVENUE 2438 | WALNUT | CA | 91789 | WEBSITE DESIGN | $371,844 |
| SDL INC | |||||
| 201 EDGEWATER DRIVE SUITE 225 | WAKEFIELD | MA | 01880 | DIGITAL CONTENT MGMT SYSTEM | $357,575 |
| FLEISHMANHILLARD | |||||
| 720 CALIFORNIA STREET | SAN FRANCISCO | CA | 94109 | PUBLIC AFFAIRS ADVISORY | $346,866 |
| THE 180 GROUP INC | |||||
| 50 DIVISION STREET SUITE 501 | SOMERVILLE | NJ | 08876 | EVENT PLANNING | $131,680 |
| GENSPHIRE | |||||
| 45 MAPLE AVENUE | FAIRFAX | CA | 94930 | RECRUITING | $111,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $11,591,963 | AllOtherContributionsAmt |
| Total Contributions | $11,591,963 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAMS/EARNED INCOME | Desc |
| Business | 541200 | BusinessCd |
| Total Revenue Column | $7,809,783 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,809,783 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,809,783 | TotalProgramServiceRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 541200 | BusinessCd |
| Total Revenue Column | $2,416 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,416 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,416 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,404,162 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,812,199 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,262,948 | TotalAmt |
| Program Services | $960,046 | ProgramServicesAmt |
| Management And General | $113,460 | ManagementAndGeneralAmt |
| Fundraising | $189,442 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,862,731 | TotalAmt |
| Program Services | $3,873,996 | ProgramServicesAmt |
| Management And General | $1,718,821 | ManagementAndGeneralAmt |
| Fundraising | $269,914 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $539,818 | TotalAmt |
| Program Services | $405,592 | ProgramServicesAmt |
| Management And General | $76,750 | ManagementAndGeneralAmt |
| Fundraising | $57,476 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $324,345 | TotalAmt |
| Program Services | $169,961 | ProgramServicesAmt |
| Management And General | $143,575 | ManagementAndGeneralAmt |
| Fundraising | $10,809 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $513,040 | TotalAmt |
| Program Services | $402,797 | ProgramServicesAmt |
| Management And General | $68,254 | ManagementAndGeneralAmt |
| Fundraising | $41,989 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,015 | TotalAmt |
| Program Services | $22,671 | ProgramServicesAmt |
| Management And General | $27,251 | ManagementAndGeneralAmt |
| Fundraising | $2,093 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $378,892 | TotalAmt |
| Program Services | $365,254 | ProgramServicesAmt |
| Management And General | $13,638 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,541 | TotalAmt |
| Program Services | $2,885 | ProgramServicesAmt |
| Management And General | $96,656 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,500 | TotalAmt |
| Fundraising | $2,500 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,043,233 | TotalAmt |
| Program Services | $1,011,078 | ProgramServicesAmt |
| Management And General | $25,102 | ManagementAndGeneralAmt |
| Fundraising | $7,053 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,755 | TotalAmt |
| Program Services | $29,755 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,005 | TotalAmt |
| Program Services | $16,845 | ProgramServicesAmt |
| Management And General | $12,300 | ManagementAndGeneralAmt |
| Fundraising | $6,860 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,123,967 | TotalAmt |
| Program Services | $1,052,084 | ProgramServicesAmt |
| Management And General | $43,526 | ManagementAndGeneralAmt |
| Fundraising | $28,357 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $346,262 | TotalAmt |
| Program Services | $254,558 | ProgramServicesAmt |
| Management And General | $78,195 | ManagementAndGeneralAmt |
| Fundraising | $13,509 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,917 | TotalAmt |
| Program Services | $46,851 | ProgramServicesAmt |
| Management And General | -$934 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,637 | TotalAmt |
| Program Services | $41,300 | ProgramServicesAmt |
| Management And General | $1,337 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,635 | TotalAmt |
| Management And General | $77,635 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,618 | TotalAmt |
| Program Services | $7,558 | ProgramServicesAmt |
| Management And General | $6,362 | ManagementAndGeneralAmt |
| Fundraising | $698 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,178 | TotalAmt |
| Program Services | $67,829 | ProgramServicesAmt |
| Management And General | $14,088 | ManagementAndGeneralAmt |
| Fundraising | $6,261 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PRODUCT DEVELOPMENT | $291,603 | $291,603 | ||
| COST OF GOODS SOLD | $268,126 | $268,126 | ||
| MISCELLANEOUS | $11,834 | $3,331 | $597 | $7,906 |
| BAD DEBT | -$77,321 | -$4,821 | -$72,500 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,378,279 | TotalAmt |
| Program Services | $9,289,299 | ProgramServicesAmt |
| Management And General | $2,444,113 | ManagementAndGeneralAmt |
| Fundraising | $644,867 | FundraisingAmt |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,378,279 | TotalAmt |
| Program Services | $9,289,299 | ProgramServicesAmt |
| Management And General | $2,444,113 | ManagementAndGeneralAmt |
| Fundraising | $644,867 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $787,412 | BOYAmt |
| EOY | $565,266 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,402,040 | BOYAmt |
| EOY | $8,905,796 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,814,105 | BOYAmt |
| EOY | $8,843,709 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $245,910 | BOYAmt |
| EOY | $498,496 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $426,169 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $396,554 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,233 | BOYAmt |
| EOY | $29,615 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $633,484 | BOYAmt |
| EOY | $3,560,921 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,927,184 | BOYAmt |
| EOY | $22,403,803 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $335,450 | BOYAmt |
| EOY | $491,156 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,983,817 | BOYAmt |
| EOY | $2,655,151 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,000,000 | BOYAmt |
| EOY | $2,665,461 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,978,687 | BOYAmt |
| EOY | $2,014,748 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,297,954 | BOYAmt |
| EOY | $7,826,516 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,530,408 | BOYAmt |
| EOY | $3,242,748 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,159,638 | BOYAmt |
| EOY | $11,334,539 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,629,230 | BOYAmt |
| EOY | $14,577,287 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,927,184 | BOYAmt |
| EOY | $22,403,803 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $7,025,883 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | $412,174 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$490,000 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,488,864 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,346,723 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,195,621 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,382,917 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,591,963 | CurrentTaxYearAmt |
| Total | $44,006,088 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,488,864 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,346,723 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,195,621 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,382,917 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,591,963 | CurrentTaxYearAmt |
| Total | $44,006,088 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $25,495,891 | SubstantialContributorsTotAmt |
| Public Support Total170 | $18,510,197 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,588 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,019 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,548 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,822 | CurrentTaxYearMinus1YearAmt |
| Total | $5,977 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,168 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,296 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $32,633 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,416 | CurrentTaxYearAmt |
| Total | $52,513 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $44,064,578 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $16,945,045 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.42010 | PublicSupportCY170Pct |
| Public Support PY170 | 0.37730 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2017 AMOUNT: $ 16,168. 2018 AMOUNT: $ 1,296. 2020 AMOUNT: $ 32,633. 2021 AMOUNT: $ 2,416. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $12,378,279 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $12,378,279 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $768,914 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $192,229 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $544,340 | CurrentYearMinus3Amt |
| Current Year Minus2 | $572,448 | CurrentYearMinus2Amt |
| Current Year Minus1 | $641,291 | CurrentYearMinus1Amt |
| Current Year | $768,914 | CurrentYearAmt |
| Total | $2,526,993 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,790,490 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $466,719 | CurrentYearMinus1Amt |
| Total | $466,719 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $136,085 | CurrentYearMinus3Amt |
| Current Year Minus2 | $143,112 | CurrentYearMinus2Amt |
| Current Year Minus1 | $160,323 | CurrentYearMinus1Amt |
| Current Year | $192,229 | CurrentYearAmt |
| Total | $631,749 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $947,624 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $324,808 | OtherCostOrOtherBasisAmt |
| Depreciation | $324,808 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $29,477 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,813 | DepreciationAmt |
| Book Value | $12,664 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $71,884 | OtherCostOrOtherBasisAmt |
| Depreciation | $54,933 | DepreciationAmt |
| Book Value | $16,951 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $29,615 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LONG TERM ASSETS | Desc |
| Book Value | $3,560,921 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $3,560,921 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| PAYROLL LIABILITIES | $1,459,280 |
| OTHER CURRENT LIABILITIES | $438,519 |
| OTHER LONG TERM LIABILITIES | $116,949 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,014,748 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X - FASB ASC 740 FOOTNOTE | FormAndLineReferenceDesc |
| Explanation | INCOME TAXES VRF IS ORGANIZED AS A CALIFORNIA NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE IRS AS EXEMPT FROM FEDERAL INCOME TAXES UNDER IRC SECTION 501(A) AS ORGANIZATIONS DESCRIBED IN IRC SECTION 501(C)(3), QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER IRC SECTIONS 170)(B)(1)(A)(VI) AND (VIII), AND HAS BEEN DETERMINED NOT TO BE PRIVATE FOUNDATION UNDER IRC SECTIONS 509(A)(1) AND (3), RESPECTIVELY. VRF IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. VRF IS NOT REQUIRED TO FILE AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) BECAUSE IT HAS NO UNRELATED BUSINESS TAXABLE INCOME FOR THE YEAR ENDED DECEMBER 31, 2021. VRF HAS RECEIVED NOTIFICATION FROM THE INTERNAL REVENUE SERVICE AND THE STATE OF CALIFORNIA THAT IT QUALIFIES FOR TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. THE EXEMPTIONS ARE SUBJECT TO PERIODIC REVIEW BY THE FEDERAL AND STATE TAXING AUTHORITIES AND MANAGEMENT IS CONFIDENT THAT VRF CONTINUES TO SATISFY ALL FEDERAL AND STATE STATUTES IN ORDER TO QUALIFY FOR CONTINUES TAX EXEMPTION STATUS. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| FRANCE | 1 | 1 | REPORTING COMPLIANCE | SENIOR EU ADVISOR | $106,275 |
| MEXICO | 1 | 1 | REPORTING COMPLIANCE | DATA COMPILATION | $89,185 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 2 | SubtotalOfficesCnt |
| Subtotal Employees | 2 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 2 | TotalOfficeCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Subtotal Spent | $195,460 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $195,460 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | THE VRF'S REPRESENTATIVES IN FRANCE AND MEXICO ENGAGE WITH COMPANIES IN THE REGION AND COMPILE DATA ABOUT COMPANY USE OF SASB STANDARDS. |
| PART III ACCOUNTING METHOD: |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JANINE GUILLOT | ||||||||||||||
| CEO | $387,384 | $0 | $400,000 | $0 | $21,214 | $0 | $26,000 | $0 | $10,836 | $0 | $845,434 | $0 | $0 | $0 |
| MATTHEW WELCH | ||||||||||||||
| PRES/COO/DIR THRU 5/31 | $260,246 | $0 | $65,000 | $0 | $10,045 | $0 | $29,545 | $0 | $848 | $0 | $365,684 | $0 | $0 | $0 |
| NICOLAI LUNDY | ||||||||||||||
| CHIEF OF MARKET RELATIONSHIPS | $205,464 | $0 | $0 | $0 | $7,500 | $0 | $26,600 | $0 | $5,758 | $0 | $245,322 | $0 | $0 | $0 |
| BRYAN ESTERLY | ||||||||||||||
| CHIEF TECHNICAL OFFICER | $201,248 | $0 | $0 | $0 | $7,500 | $0 | $26,429 | $0 | $5,922 | $0 | $241,099 | $0 | $0 | $0 |
| BRIAN GOUGHERTY | ||||||||||||||
| DIRECTOR OF DEVELOPMENT | $199,522 | $0 | $0 | $0 | $2,595 | $0 | $12,082 | $0 | $5,537 | $0 | $219,736 | $0 | $0 | $0 |
| JEFF COHEN | ||||||||||||||
| DIR OF CAPITAL MARKETS | $136,672 | $0 | $53,000 | $0 | $0 | $0 | $12,140 | $0 | $5,873 | $0 | $207,685 | $0 | $0 | $0 |
| JAMES MARTIN | ||||||||||||||
| DIR GLOBAL OUTREACH | $161,168 | $0 | $0 | $0 | $7,004 | $0 | $7,004 | $0 | $6,907 | $0 | $182,083 | $0 | $0 | $0 |
| CHARLES TILLEY | ||||||||||||||
| DIRECTOR (SEE SCHEDULE O) | $0 | $166,076 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $166,076 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART 1 LINE 4A - QUESTIONS REGARDING COMPENSATION | CERTAIN LISTED INDIVIDUALS ARE ELIGIBLE FOR RETENTION BONUSES UPON MEETING CERTAIN CONDITIONS AND CONTINUED EMPLOYMENT. AMOUNTS ACCRUED IN 2021 ARE INCLUDED IN SCHEDUE J, PART II, COLUMN (C). NO AMOUNTS WERE PAID IN CALENDAR YEAR 2021. |
| PART 1, LINE 7 - NON-FIXED PAYMENTS NOT LISTED | CERTAIN EMPLOYEES RECEIVED BONUS PAYMENTS IN ACCORDANCE WITH PROVISIONS ESTABLISHED BY THE BOARD OF DIRECTORS. |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLOOMBERG PHILANTHROPIES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | FORMER CHAIR | RelationshipWithOrgTxt |
| Loan Purpose | OPERATIONS AND RELATIONSHIP FORMER CHAIR | LoanPurposeTxt |
| Loan To Organization | Yes (X) | LoanToOrganizationInd |
| Original Principal | $3,000,000 | OriginalPrincipalAmt |
| Balance Due | $2,665,461 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $2,665,461 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | MID YEAR THE SASB FOUNDATION AND IIRC MERGED TO CREATE THE VALUE REPORTING FOUNDATION, CONTINUING AND INTEGRATING THE PROGRAMS OF BOTH ORGANIZATIONS. |
| FORM 990, PART VI, SECTION A, LINE 1A | IN ACCORDANCE WITH COMMON PRACTICE IN THE NONPROFIT COMMUNITY, THE BOARD DELEGATES CERTAIN MATTERS TO VARIOUS COMMITTEES WHICH ARE EMPOWERED TO ACT BETWEEN BOARD MEETINGS IF NECESSARY, AND SOMETIMES WITH SPECIFICALLY DELEGATED AUTHORITY TO ACT IN PARTICULAR AREAS ON BEHALF OF THE FULL BOARD. THE COMPOSITION OF THE VARIOUS COMMITTEES INCLUDES CERTAIN MEMBERS OF THE ORGANIZATION'S BOARD. |
| FORM 990, PART VI, SECTION A, LINE 2 | DIRECTORS ROBERT HERZ AND MARY SCHAPIRO ARE ON THE BOARD FOR MORGAN STANLEY AND DIRECTOR AUDREY CHOI IS AN EMPLOYEE OF MORGAN STANLEY. MARY SCHAPIRO WORKS FOR BLOOMBERG LP, WHICH IS RELATED TO BLOOMBERG PHILANTHROPIES (A SEPARATE ENTITY), WHICH IS A MAJOR FUNDER OF SASB AND VRF. |
| FORM 990, PART VI, SECTION A, LINE 4 | AS A RESULT OF THE MERGER THAT OCCURRED IN 2021, VRF REVISED ITS ARTICLES OF INCORPORATION AND BYLAWS IN MAY TO REFLECT: - CHANGE OF NAME TO VALUE REPORTING FOUNDATION - UPDATE CERTAIN FUNCTIONS OF THE BOARD - UPDATE ELECTION PROCESS FOR BOARD MEMBERS - UPDATE TO PROVIDE CHAIR OF COUNCIL AND CEO WILL BE EX OFFICIO BOARD MEMBERS - UPDATE TERM LIMITS FOR DIRECTORS - UPDATE COMMITTEES INCLUDING ESTABLISHING EXECUTIVE COMMITTEE, NOMINATING COMMITTEE, AUDIT COMMITTEE AND FINANCIAL AND COMPENSATION COMMITTEE. - PROVIDE FOR ESTABLISHMENT OF THE STANDARDS BOARD AND FRAMEWORK BOARD - ESTABLISH TRANSACTIONS THAT REQUIRE SUPER MAJORITY BOARD VOTE FOR APPROVAL |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS PREPARED BY AN OUTSIDE TAX PROFESSIONAL. THE FORM IS THEN REVIEWED BY THE ORGANIZATION'S MANAGEMENT, THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS, AND THE PRESIDENT. THIS GROUP OF INDIVIDUALS THEN DISCUSSES THE CONTENTS OF THE RETURN WITH THE OUTSIDE TAX PROFESSIONAL. AFTER A FULL REVIEW, THE FINAL VERSION OF THE TAX RETURN IS PROVIDED TO ALL MEMBERS OF THE ORGANIZATION'S VOTING BODY. A REPRESENTATIVE OF MANAGEMENT AUTHORIZES THE FINAL FORM 990 WHICH IS THEN E-FILED WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | MEMBERS OF THE BOARD OF DIRECTORS REVIEW ALL POTENTIAL CONFLICTS OF INTEREST AT LEAST ANNUALLY. ALL PERSONNEL AND BOARD MEMBERS ARE REQUIRED TO DISCLOSE (IN WRITING) POTENTIAL CONFLICTS AND ANY RELATED PARTY AFFILIATIONS. LOANS FROM THE ORGANIZATION TO MANAGEMENT OR DIRECTORS ARE PROHIBITED. THE ORGANIZATION SEEKS FULL TRANSPARENCY ON ALL RELATIONSHIPS. ANY POTENTIAL CONFLICTS (IN FACT OR APPEARANCE) ARE DISCUSSED OPENLY AND RESOLVED IN ACCORDANCE WITH THE ORGANIZATION'S POLICIES AND PROCEDURES. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION OF HIGH-LEVEL PERSONNEL AND KEY EMPLOYEES IS REVIEWED PERIODICALLY BY THE COMPENSATION COMMITTEE OF THE BOARD. EFFORTS ARE MADE TO SECURE COMPENSATION DATA FROM INDUSTRY SOURCES IN ORDER TO DETERMINE COMPETITIVENESS AND APPROPRIATENESS OF SALARIES AND ALL RELATED BENEFITS. ALL DECISIONS ARE THEN DOCUMENTED IN PERSONNEL FILES. THIS COMPENSATION REVIEW WAS LAST PERFORMED IN 2021 BY THE FINANCE AND COMPENSATION COMMITTEE OF THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL OF THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND OTHER LEGAL FILINGS ARE MAINTAINED IN A SECURE ENVIRONMENT AND HELD AVAILABLE FOR INSPECTION BY TAX AUTHORITITES AND THE GENERAL PUBLIC. TAX RETURNS ARE AVAILABLE TO THE GENERAL PUBLIC FOR DOWNLOAD AT VARIOUS THIRD-PARTY WEBSITES SUCH AS WWW.GUIDESTAR.ORG AND WWW.CHARITYNAVIGATOR.ORG, AMONG OTHERS. TAX RETURNS ARE ALSO AVAILABLE FOR A PHYSICAL INSPECTION AT THE ORGANIZATION'S OFFICE IN SAN FRANCISCO, CALIFORNIA. |
| FORM 990, PART VII: | MR. CHARLES TILLEY IS COMPENSATED BY A RELATED ORGANIZATION AS A SPECIAL ADVISOR TO THE CEO. HE IS NOT COMPENSATED AS A BOARD MEMBER OF VALUE REPORTING FOUNDATION. AS PROVIDED FOR IN THE INSTRUCTIONS FOR FORM 990, THE LISTING OF INDIVIDUALS AND DISCLOSURE OF COMPENSATION IN PART VII IS LIMITED TO OFFICERS, DIRECTORS, KEY EMPLOYEES AND HIGHEST COMPENSATED OF THE VRF FOUNDATION (US REPORTING ENTITY). CHARLES TILLEY'S COMPENSATION AT A RELATED UK ENTITY IS DISCLOSED GIVEN HIS STATUS AS A DIRECTOR OF THE US REPORTING ENTITY. |
| FORM 990, PART XI, LINE 9: | RELEASE FROM RESTRICTION -490,000. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|
| VALUE REPORTING FOUNDATION UK | |||||||
| THE HELICON 3RD FLOOR 1 SOUTH PLA | LONDON | UK | ECZM 2RB | REPORTING | UK | VRF | Yes (1) |
| IR LONDON LIMITED | |||||||
| THE HELICON 3RD FLOOR 1 SOUTH PLA | LONDON | UK | ECZM 2RB | REPORTING | UK | VRF | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VALUE REPORTING FOUNDATION UK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionTypeTxt |
| Involved | $293,730 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |
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