2022-10-12T13:30:06-05:00 2022-04-30 330155525 HBLA CERTIFIED PUBLIC ACCOUNTANTS INC 18400 VON KARMAN AVE SUITE 110 IRVINE CA 92612 990 2021-05-01 770714052 MOVEMBER FOUNDATION MOVE 3104503331 1616 17TH STREET SANTA MONICA CA 90404 MARK HEDSTROM PRESIDENT 3104503331 2022-10-04 1 MARK HEDSTROM 999009999 JONATHAN P SCHUBERT CPA P00103314 9498332815 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X MARK HEDSTROM 1616 17TH STREET SANTA MONICA CA 90404 18800573 0 X WWW.MOVEMBER.COM X 2007 CA PLEASE REFER TO SCHEDULE O 9 7 48 0 0 0 15967275 18344639 0 0 132888 66072 94409 172578 16194572 18583289 5066726 3983726 0 0 2408869 2736923 0 0 3057172 6217825 7605476 13693420 14326125 2501152 4257164 27545749 31257231 2557160 2011478 24988589 29245753 X SEE SCHEDULE O FOR ORGANIZATION'S MISSION STATEMENT. 0 0 10139613 3983726 MOVEMBER IS THE LEADING CHARITY CHANGING THE FACE OF MEN'S HEALTH ON A GLOBAL SCALE, FOCUSING ON MENTAL HEALTH AND SUICIDE PREVENTION, PROSTATE CANCER AND TESTICULAR CANCER. WHILE MOVEMBER RUNS ACTIVITIES YEAR-ROUND, EVERY NOVEMBER WE CHALLENGE MEN TO FUNDRAISE FOR MEN'S HEALTH BY GROWING A MOUSTACHE, COMMITTING TO A MOVE CHALLENGE OR HOST AN EVENT. WITH MONEY RAISED BY ITS GLOBAL COMMUNITY, MOVEMBER FUNDS GROUNDBREAKING MEDICAL RESEARCH, INNOVATIVE CANCER TESTS AND TREATMENTS, AND GAME-CHANGING MENTAL HEALTH INTERVENTIONS - OVER 1,250 MEN'S HEALTH PROJECTS AROUND THE WORLD AND COUNTING. ALONG THE WAY, MILLIONS HAVE JOINED THE MOVEMENT. IN ADDITION TO TACKLING THE KEY HEALTH ISSUES FACED BY MEN, MOVEMBER'S MISSION IS TO MOTIVATE MEN TO STAY HEALTHY IN ALL AREAS OF LIFE, WITH AN EMPHASIS ON SOCIAL CONNECTION, TALKING MORE OFTEN AND OPENLY ABOUT THEIR HEALTH, AND REACHING OUT IN TOUGH TIMES. 10139613 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 22 0 1 48 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 7 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X MOVEMBER GROUP PTY LTD 3104503399 4TH FL 21-31 GOODWOOD ST RICHMOND VICTORIA AS 3121 X NICK REECE DIRECTOR, CHAIRPERSON 2.00 X 0 56520 0 SIMON TRAYNOR DIRECTOR, UNTIL 9/21 2.00 X 0 0 0 KELLIE JOHNSTON DIRECTOR 2.00 X 0 0 0 ROB MOODIE DIRECTOR 2.00 X 0 0 0 LINNSEY CAYA DIRECTOR 2.00 X 0 0 0 DEANNA LOMAS DIRECTOR 2.00 X 0 0 0 DAMIEN ANGUS DIRECTOR 2.00 X 0 0 0 TRAVIS GARONE DIRECTOR 2.00 X 0 191291 0 CASSANDRA DUNN DIRECTOR, SINCE 2/22 2.00 X 0 0 0 ROCHELLE WEB DIRECTOR, SINCE 4/22 2.00 X 0 0 0 CATE BENNETT SECRETARY, GENERAL COUNCIL 40.00 X 0 178067 0 MARK HEDSTROM COUNTRY DIRECTOR, PRESIDENT 40.00 X 174345 0 8444 KELLIE PAICH GLOBAL DIRECTOR, CLINICAL QUALITY AND SURVIVORSHIP 40.00 X 180231 0 6527 WATTERSON KERRY P DIRECTOR, MAJOR GIFT 40.00 X 146886 0 6661 REBECCA ZADA ASSOCIATE DIRECTOR, CORPORATE PARTNERSHIPS 40.00 X 111360 0 6903 BRITTANY VENERIS DIRECTOR OF COMMUNITY DEVELOPMENT IN FUNDRAISING 40.00 X 130811 0 6909 CRAIG WERWA DIRECTOR, MARKETING 40.00 X 169422 0 4472 913055 425878 39916 13 0 1 0 0 632500 17712139 18344639 66072 66072 370997 217284 153713 153713 153713 GAIN ON FOREIGN EXCHANGE 900099 18119 18119 OTHER INCOME 900099 746 746 18865 18583289 18865 0 219785 3983726 3983726 208501 208501 2172815 1651890 520925 166567 112276 54291 189040 126935 62105 150 150 23948 23948 709434 431174 6506 271754 1299168 649584 649584 26431 8418 16908 1105 530831 204816 326015 71475 33575 14951 22949 15920 197 15546 177 12392 4107 8285 GLOBAL SERVICE ALLOCATI 3207961 1892854 627537 687570 PROGRAM DELIVERY EXPENS 657005 657005 HEALTH EDUCATION, AWARE 517022 258511 258511 BANK AND MERCHANT FEES 313313 25026 288287 220426 99519 89494 31413 14326125 10139613 1129340 3057172 X 517022 258511 0 258511 X 3548924 2883541 20947301 25970365 141537 754893 251808 260620 471962 252847 19749 219115 2520261 1012528 116169 156169 27545749 31257231 1924660 2011478 632500 2557160 2011478 X 24959616 29144228 28973 101525 24988589 29245753 27545749 31257231 4257164 0 X X 0 1 X 1 0 X 16989270 18177079 17919710 15333875 17712139 86132073 16989270 18177079 17919710 15333875 17712139 86132073 86132073 107956 326611 371461 227297 455188 1488513 87620586 441207 0.98300 0.98770 X 241054 33761 207293 230908 219086 11822 219115 18800573 217284 217284 18583289 0 18583289 14543409 217284 217284 14326125 0 14326125 PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE REALLOCATION PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE REALLOCATION 1 PROSTATE CANCER FOUNDATION 1250 FOURTH ST SUITE 360 SANTA MONICA CA 90401 954418411 501 (C) (3) 1384584 0 TO PROVIDE FUNDING FOR PROSTATE CANCER RESEARCH STUDIES PREVENTION INSTITUTE 221 OAK ST OAKLAND CA 94607 943282858 501 (C) (3) 146377 0 TO PROVIDE FUNDING FOR THE MAKING CONNECTIONS FOR MENTAL HEALTH PROGRAM REGENTS UNIVERSITY OF CALIFORNIA LOS ANGELES BOX 951738 LOS ANGELES CA 90095 956006143 501 (C) (3) 219462 0 TO PROVIDE FUNDING FOR PROSTATE CANCER RESEARCH STUDIES UNIVERSITY OF WASHINGTON 4300 ROOSEVELT WAY NE SUITE 300 SEATTLE WA 98105 916001537 501 (C) (3) 382697 0 TO PROVIDE FUNDING FOR PROSTATE CANCER RESEARCH STUDIES UNIVERSITY OF SOUTH FLORIDA 4202 E FOWLER AVE ALC 100 TAMPA FL 33620 593102112 501 (C) (3) 50000 0 TO PROVIDE FUNDING FOR PROSTATE CANCER RESEARCH STUDIES REGENTS OF THE UNIVERSITY OF MICHIGAN NCRC RM G054-02 BLD 16 2800 PLYMOUTH RD ANN ARBOR MI 48109 386006309 501 (C) (3) 91426 0 TO PROVIDE FUNDING FOR PROSTATE CANCER RESEARCH STUDIES SOUTHERN PLAINS TRIBAL HEALTH BOARD PO BOX 16457 OKLAHOMA CITY OK 73113 731606600 501 (C) (3) 80000 0 TO PROVIDE FUNDING FOR THE MAKING CONNECTIONS FOR MENTAL HEALTH PROGRAM KOKUA KALIHI VALLEY 2239 NORTH SCHOOL HONOLULU HI 96819 990149797 501 (C) (3) 134980 0 TO PROVIDE FUNDING FOR THE MAKING CONNECTIONS FOR MENTAL HEALTH PROGRAM FIRST RESPONDER CENTER FOR EXCELLENCE (FRCE) 95 RIVER ROAD SUITE C CANTON CT 06019 060953216 501 (C) (3) 85236 0 TO PROVIDE FUNDING FOR THE MAKING CONNECTIONS FOR MENTAL HEALTH PROGRAM SINAI HEALTH SYSTEM 1500 S FAIRFIELD AVE F125 CHICAGO IL 60608 363166895 501 (C) (3) 80000 0 TO PROVIDE FUNDING FOR PROSTATE CANCER RESEARCH STUDIES VANDERBILT UNIVERSITY MEDICAL CENTER DEPT 1236 PO BOX 121236 DALLAS TX 75312 352528741 501 (C) (3) 47000 0 TO PROVIDE FUNDING FOR PROSTATE CANCER RESEARCH STUDIES JOHNS HOPKINS SCHOOL OF MEDICINE 600 N WOLFE STREET CMSC 130 BALTIMORE MD 21287 520591550 501 (C) (3) 12500 0 TO PROVIDE FUNDING FOR PROSTATE CANCER RESEARCH STUDIES FARMINGTON VALLEY HEALTH DISTRICT 95 RIVER ROAD SUITE C CANTON CT 06019 060953216 501 (C) (3) 40000 0 TO PROVIDE FUNDING FOR THE MAKING CONNECTIONS FOR MENTAL HEALTH PROGRAM THE PROSTATE CANCER CLINICAL TRIALS CONSORTIUM - PROSTATE CANCER FOUNDATION 1275 YORK AVENUE NEW YORK NY 10065 352506225 501 (C) (3) 239925 0 TO PROVIDE FUNDING FOR LEADERSHIP OF THE IRONMAN PROSTATE CANCER REGISTRY RESEARCH TRIANGLE INSTITUTE POST OFFICE BOX 900002 RALEIGH NC 27513 560686338 501 (C) (3) 118837 0 PAYMENT FOR EVALUATION SERVICES FOR THE ROOTED & RISING FOR HEALTH PROMOTION PROGRAM SOUTH CENTRAL FOUNDATION 7033 E TUDAR DR ANCHIRAGE AK 99508 920086076 501 (C) (3) 171500 0 TO PROVIDE FUNDS FOR MENTAL HEALTH PROGRAM FOR VETERANS, FIRST RESPONDERS AND LAW ENFORCEMENT UNITED WOMEN OF EAST AFRICA 6523 UNIVERSITY AVE SAN DIEGO CA 92115 800516550 501 (C) (3) 235000 0 TO PROVIDE FUNDING FOR THE MAKING CONNECTIONS FOR MENTAL HEALTH PROGRAM UNIVERSITY OF CALIFORNIA SAN FRANCISCO 400 PARNASSUS AVE ROOM A631 SAN FRANCISCO CA 94143 946036493 501 (C) (3) 241090 0 PAYMENT FOR EVALUATION SERVICES FOR THE MAKING CONNECTIONS FOR MENTAL HEALTH PROGRAM THE REGENTS OF THE UNIVERSITY OF CALIFORNIA BOX 957089 1125 MURPHY HALL 405 HILGARD AVENUE LOS ANGELES CA 90095 943067788 501 (C) (3) 219462 0 TO PROVIDE FUNDING FOR THE TRUE NORTH GLOBAL PROSTATE CANCER REGISTRY 20 PART I, LINE 2: MOVEMBER IS A PARTY TO A SEPARATE AGREEMENT (TITLED BENEFICIARY DEEDS) WITH THE PROSTATE CANCER FOUNDATION (PCF). THE AGREEMENT STIPULATES THAT PCF SHALL MAKE AVAILABLE DETAILS ABOUT HOW THE FUNDS DONATED BY MOVEMBER HAVE BEEN USED AND WHAT OUTCOMES HAVE BEEN ACHIEVED. 1 X X X 0 0 0 0 0 0 0 0 0 TRAVIS GARONE DIRECTOR 0 191291 0 0 0 0 0 0 0 0 0 191291 0 0 KELLIE PAICH GLOBAL DIRECTOR, CLINICAL QUALITY AN 180231 0 0 0 0 0 0 0 6527 0 186758 0 0 0 MARK HEDSTROM COUNTRY DIRECTOR, PRESIDENT 174345 0 0 0 0 0 0 0 8444 0 182789 0 0 0 CATE BENNETT SECRETARY, GENERAL COUNCIL 0 178067 0 0 0 0 0 0 0 0 0 178067 0 0 CRAIG WERWA DIRECTOR, MARKETING 169422 0 0 0 0 0 0 0 4472 0 173894 0 0 0 WATTERSON KERRY P DIRECTOR, MAJOR GIFT 146886 0 0 0 0 0 0 0 6661 0 153547 0 0 0 TRAVIS GARONE BOARD OF DIRECTOR OF ORGANIZATION 191291 PROVIDED CONSULTANCY SERVICES TO RELATED ORGANIZATION 0 SCHEDULE L, PART IV TRAVIS GARONE IS DIRECTOR OF MOVEMBER GROUP PTY LTD AND IS ENGAGED AS NON-BOARD CAPACITY TO PROVIDE CONSULTANCY SERVICES TO THE GLOBAL BRAND AND MARKETING TEAM BY A RELATED ORGANIZATION. FORM 990, PART I, LINE 1 & FORM 990, PART III, LINE 1 MISSION STATEMENT MOVEMBER IS THE LEADING GLOBAL CHARITY RAISING FUNDS AND AWARENESS FOR MEN'S HEALTH. WE WANT TO HELP MEN LIVE LONGER, HEALTHIER AND HAPPIER LIVES THROUGH INVESTING IN THESE KEY AREAS: MENTAL HEALTH AND SUICIDE PREVENTION, PROSTATE CANCER AND TESTICULAR CANCER. THE ANNUAL MOVEMBER CAMPAIGN - RESULTS WE SEEK TO ACHIEVE FOR THE MONTH OF NOVEMBER, WE CHALLENGE MEN TO GROW A MOUSTACHE, MOVE BY WALKING OR RUNNING 60 MILES OVER THE COURSE OF THE MONTH, HOST A MO-MENT, OR "MO'ING THEIR OWN WAY" THROUGH AN IDEA OF THEIR OWN. ALL WILL RAISE FUNDS AND AWARENESS FOR MEN'S HEALTH THAT WILL RESULT IN: - FUNDING FOR THE MOVEMBER RESEARCH AND SUPPORT PROGRAMS - CONVERSATIONS ABOUT MEN'S HEALTH THAT LEAD TO: O AWARENESS AND UNDERSTANDING OF THE HEALTH RISKS MEN FACE O MEN TAKING ACTION TO REMAIN WELL PROSTATE AND TESTICULAR CANCER - RESULTS WE SEEK TO ACHIEVE - OUR PROGRAMS CONTRIBUTE TO LESS MEN DYING FROM PROSTATE AND TESTICULAR CANCER AND THAT THOSE LIVING WITH THESE DISEASES HAVE GREATLY IMPROVED QUALITY OF LIFE, BOTH PHYSICALLY AND MENTALLY MENTAL HEALTH RESULTS WE SEEK TO ACHIEVE - PROGRAMS THAT ASSIST MEN AND BOYS IN BEING COMFORTABLE DISCUSSING THE IMPACT OF SIGNIFICANT LIFE EVENTS AND THAT THEY REMAIN CONNECTED TO THOSE THAT CAN POSITIVELY INFLUENCE THEIR LIVES. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF MOVEMBER IS THE AUSTRALIA BASED CHARITY MOVEMBER GROUP PTY LTD AS TRUSTEE FOR THE MOVEMBER. FORM 990, PART VI, SECTION B, LINE 11B THE IRS FORM 990 IS REVIEWED BY SENIOR MANAGEMENT OF MOVEMBER. AFTER MANAGEMENT IS SATISFIED THAT THE 990 IS ACCURATE AND COMPLETE, THE 990 IS MADE AVAILABLE TO THE DIRECTORS PRIOR TO FILING THE FORMS. FORM 990, PART VI, SECTION B, LINE 12C THE MOVEMBER GROUP PTY LTD MAINTAINS A "CONFLICTS REGISTER" THAT IS REGULARLY REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. EVERY EFFORT IS MADE TO IDENTIFY POTENTIAL AREAS OF CONFLICT AND WHERE THEY ARE IDENTIFIED ACTION IS TAKEN TO REMOVE THE CONFLICT. THIS WOULD NORMALLY RESULT IN EXCLUSION OF THE CONFLICTEE FROM DELIBERATIONS AROUND OPERATIONAL AREAS WHERE THE CONFLICT ARISES. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD'S PEOPLE & CULTURE COMMITTEE OVERSEE MOVEMBER'S REMUNERATION AND PERFORMANCE FRAMEWORK. THIS INCLUDES REVIEWING THE REMUNERATION OF THE CEO AND ALL SENIOR EXECUTIVES. THE MEMBERSHIP OF MOVEMBER'S PEOPLE & CULTURE COMMITTEE COMPRISES TWO INDEPENDENT NON-EXECUTIVE DIRECTORS (LINNSEY CAYA AND KELLIE JOHNSTON) AS WELL AS A THIRD INDEPENDENT NON-EXECUTIVE COMMITTEE MEMBER (MOANA WEIR). IN OVERSEEING EMPLOYEE REMUNERATION SETTING, THE PEOPLE & CULTURE COMMITTEE REVIEWS EMPLOYEE REMUNERATION AGAINST DATA SOURCED FROM THIRD PARTIES TO BENCHMARK COMPENSATION FOR EACH ROLE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE ON REQUEST. FORM 990, PART VI SECTION C LINE 20 MOVEMBER GROUP PTY LTD MAY BE REACHED AT THE FOLLOWING TELEPHONE NUMBER, +61 3 8416 3900. THE ORGANIZATION'S PHONE NUMBER WAS USED AT SECTION C LINE 20 IN ORDER TO ELECTRONICALLY FILE THE RETURN TO THE IRS. FORM 990, PART VII, COMPENSATION FROM RELATED PARTY NICHOLAS REECE, AS CHAIRPERSON OF MOVEMBER GROUP PTY LTD, WAS REMUNERATED BY A RELATED ORGANIZATION DURING THE FINANCIAL YEAR ENDED 30 APRIL 2022, RECOGNIZING THE SIGNIFICANT AMOUNT OF TIME AND RESOURCES THAT IS DEDICATED TO THIS ROLE. TRAVIS GARONE IS DIRECTOR OF MOVEMBER GROUP PTY LTD AND IS ENGAGED AS NON-BOARD CAPACITY TO PROVIDE CONSULTANCY SERVICES TO THE GLOBAL BRAND AND MARKETING TEAM BY A RELATED ORGANIZATION. FORM 990, PART X, LINE 4 MOVEMBER GROUP PTY LTD CHARGED THE ORGANIZATION FOR ITS SHARE OF CERTAIN COSTS FOR CENTRAL SERVICES. THESE SERVICES ARE CONDUCTED CENTRALLY TO ACHIEVE ECONOMIES OF SCALE FOR MOVEMBER'S GLOBAL PROGRAMS, THEREBY RESULTING IN LOWER COSTS IN EACH COUNTRY. THE SERVICES CARRIED OUT CENTRALLY INCLUDE: WEBSITE DEVELOPMENT; HOSTING AND MAINTENANCE; CAMPAIGN THEME DESIGN AND RELATED MATERIALS; FINANCIAL & ACCOUNTING SERVICES; HUMAN RESOURCES LEGAL SERVICES AND GENERAL MANAGEMENT WHICH INCLUDES PROGRAM IMPLEMENTATION AND BENEFICIARY PARTNER MANAGEMENT SERVICES. THE CHARGE FROM MGPL IS SIGNIFICANTLY LESS THAN IF MOVEMBER FOUNDATION WERE TO CONDUCT ALL OF THESE ACTIVITIES ON A STAND-ALONE LOCAL BASIS. AS OF APRIL 30, 2022, THE ORGANIZATION'S RECEIVABLE FROM MGPL FOR THE CROSS CHARGES TOTALED $161,350. THIS BALANCE OF RELATED PARTY RECEIVABLE IS INCLUDED IN THE NET PARTY RECEIVABLE BALANCE IN THE AMOUNT OF $169,048. FORM 990, PART X, LINES 27 AND 33 OF THE $29,245,753 OF TOTAL NET ASSETS, $21,882,996 HAS BEEN DESIGNATED BY THE BOARD OF DIRECTORS TO FUND SPECIFIC MEN'S HEALTH PROGRAMS. THE REMAINING BALANCE OF NET ASSETS, THE UNDESIGNATED RESERVES, ARE TO COVER FUTURE CAMPAIGNS AND ENSURE THE LONG-TERM CONTINUITY OF THE ORGANIZATION. THE ORGANIZATION'S UNDESIGNATED RESERVES ARE ALLOCATED IN LINE WITH THE BOARD-APPROVED RESERVES POLICY, WHICH SETS AN ACCEPTABLE LEVEL OF RESERVES FOR THE ORGANIZATION (AND SIMILARLY FOR OTHER MOVEMBER ENTITIES OVERSEAS) TO MAINTAIN. THIS IS CURRENTLY SET AT BETWEEN 9 AND 12 MONTHS OF OPERATING COSTS, AND THE ORGANIZATION'S RESERVES ARE COMPLIANT WITH THIS POSITION. FORM 990, PART XII, LINE 2C THE ORGANISATION HAS A SEPARATE AUDIT COMMITTEE, WHICH IS RESPONSIBLE FOR PROPOSING TO THE BOARD THE ENGAGEMENT OF INDEPENDENT AUDITORS AND FOR MONITORING THE AUDIT PROCESS. MEMBERSHIP OF THE COMMITTEE COMPRISES TWO INDEPENDENT NON-EXECUTIVE DIRECTORS (DEANNA LOMAS AND NICHOLAS REECE) AS WELL AS A THIRD INDEPENDENT NON-EXECUTIVE COMMITTEE MEMBER (DAVID BRYANT). THE CEO ATTENDS THE COMMITTEE MEETINGS BUT IS NOT A MEMBER. THE COMMITTEE ALSO PROVIDES OVERSIGHT OF ORGANISATIONAL RISK MANAGEMENT PRACTICES. THE MOVEMBER GROUP PROPRIETARY LIMITED AS TRUSTEE FOR MOVEMBER FOUNDATION 4TH FL 21-31 GOODWOOD ST RICHMOND VICTORIA AS NOT FOR PROFIT CHARITY AS 0 MOVEMBER CANADA 588 RICHMOND STREET WEST TORONTO ONTARIO CA NOT FOR PROFIT CHARITY CA 0 MOVEMBER EUROPE 52-54 ROSEBURY AVE LONDON UK NOT FOR PROFIT CHARITY UK 0 MOVEMBER FOUNDATION NZ 4TH FL 21-31 GOODWOOD ST RICHMOND VICTORIA AS NOT FOR PROFIT CHARITY AS 0 MOVEMBER EV PRINZREGENTENSTRASSE 11A 80538 MUNICH GM NOT FOR PROFIT CHARITY GM 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 THE MOVEMBER GROUP PTY LTD AS TRUSTEE FOR THE MOVEMBER FOUNDATION O 532475 THE MOVEMBER GROUP PTY LTD AS TRUSTEE FOR THE MOVEMBER FOUNDATION P 3207961 THE MOVEMBER GROUP PTY LTD AS TRUSTEE FOR THE MOVEMBER FOUNDATION Q 325863