2022-11-15T15:44:47-06:00 2021-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 50 ROCKEFELLER PLAZA NEW YORK NY 10020 990 2021-01-01 831579781 REFED INC REFE 5129472176 4602 21ST STREET PO BOX 1531 LONG ISLAND CITY NY 11101 STEVEN SWARTZ TREASURER 5129472176 2022-11-15 1 STEVEN SWARTZ 999009999 AMYN GILLANI P01522152 2126971000 2022-11-11 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z DANA GUNDERS RIVERO 4602 21ST STREET PO BOX 1531 LONG ISLAND CITY NY 11101 3044504 0 X REFED.COM X 2018 DE REFED IS A NATIONAL NONPROFIT DEDICATED TO ENDING FOOD LOSS AND WASTE ACROSS THE U.S. FOOD SYSTEM BY ADVANCING DATA-DRIVEN SOLUTIONS. OUR VISION IS A SUSTAINABLE, RESILIENT, AND INCLUSIVE FOOD SYSTEM THAT OPTIMIZES ENVIRONMENTAL RESOURCES, MINIMIZES CLIMATE IMPACTS, AND MAKES THE BEST USE OF THE FOOD WE GROW. 8 8 20 0 0 0 8394345 2883794 133250 160549 0 161 0 0 8527595 3044504 3521440 0 0 0 1434815 1725182 0 0 343274 1872452 1195501 6828707 2920683 1698888 123821 3525220 3245213 707551 303723 2817669 2941490 X REFED IS A NATIONAL NONPROFIT DEDICATED TO ENDING FOOD LOSS AND WASTE ACROSS THE U.S. FOOD SYSTEM BY ADVANCING DATA-DRIVEN SOLUTIONS. OUR VISION IS A SUSTAINABLE, RESILIENT, AND INCLUSIVE FOOD SYSTEM THAT OPTIMIZES ENVIRONMENTAL RESOURCES, MINIMIZES CLIMATE IMPACTS, AND MAKES THE BEST USE OF THE FOOD WE GROW. 1 0 818769 250549 CAPITAL, INNOVATION, & ENGAGEMENT PROGRAM SERVICE ACCOMPLISHMENTS : REFED INCREASED AWARENESS, EDUCATION, AND ENGAGEMENT OF CAPITAL PROVIDERS, SOLUTIONS PROVIDERS, AND FOOD BUSINESSES, LEADING TO AN INCREASE IN FUNDING FOR AND ADOPTION OF FOOD WASTE SOLUTIONS. THIS WAS ACCOMPLISHED THROUGH ONGOING MATCHMAKING AND MARKET MAKING ACTIVITIES AND THROUGH THE LAUNCH OF THE FOOD WASTE FUNDER CIRCLE, A NEW NETWORK FOR CAPITAL PROVIDERS TO NETWORK AND LEARN ABOUT INVESTMENT AND GRANTMAKING OPPORTUNITIES IN FOOD WASTE, SHARING NEARLY 100 SOLUTION PROVIDERS WITH THE FUNDER CIRCLE. REFED ALSO ADVISED THE WONDERFUL COMPANY'S POM $1 MILLION INNOVATION CHALLENGE TO FIND SOLUTIONS TO ADDRESS 50,000 POUNDS OF POMEGRANATE HUSK WASTE AND SERVED ON THE ADVISORY COMMITTEE OF THE KROGER CO. ZERO HUNGER | ZERO WASTE FOUNDATION'S 2021 OPEN CALL. 780685 550000 DATA & INSIGHTS PROGRAM SERVICE ACCOMPLISHMENTS : REFED LAUNCHED THE INSIGHTS ENGINE, A FIRST-OF-ITS-KIND ONLINE KNOWLEDGE HUB BUILT FROM 50 PUBLIC AND PROPRIETARY DATASETS AND OFFERING EXTENSIVE ANALYSES AND THE MOST UP-TO-DATE INFORMATION TO INFORM THE WORK OF STAKEHOLDERS OF ALL TYPES. ACCOMPANYING THE INSIGHTS ENGINE WAS AN UPDATED VERSION OF OUR LANDMARK 2016 ROADMAP CALLED THE ROADMAP TO 2030: REDUCING U.S. FOOD WASTE BY 50%, WHICH DETAILS SEVEN KEY ACTION AREAS TO HELP GUIDE THE FOOD SYSTEM IN ITS WASTE REDUCTION EFFORTS. THE INSIGHTS ENGINE WELCOMED OVER 22,000 USERS AND WAS UTILIZED IN OVER 450 USE CASES BY A VARIETY OF FOOD SYSTEM STAKEHOLDERS. 274330 BUSINESS INITIATIVES PROGRAM SERVICE ACCOMPLISHMENTS : REFED PROVIDED TAILORED RECOMMENDATIONS THAT WOULD ELEVATE FOOD WASTE PREVENTION ACTIVITIES IN CERTIFICATIONS AND STANDARDS TO 10 NATIONAL ORGANIZATIONSFOR INSTANCE, WE ADVISED THE ASSOCIATION FOR THE ADVANCEMENT OF SUSTAINABILITY IN HIGHER EDUCATION (AASHE) ON ITS SUSTAINABILITY TRACKING, ASSESSMENT & RATING SYSTEM (STARS), WHICH IS A TRANSPARENT, SELF-REPORTING FRAMEWORK FOR COLLEGES AND UNIVERSITIES TO MEASURE THEIR SUSTAINABILITY PERFORMANCE. WE ALSO WORKED WITH THE COUNCIL FOR RESPONSIBLE SPORT, THE WORLD'S LEADING RESPONSIBLE SPORT CERTIFICATION PROGRAM, ON ITS RESPONSIBLE SPORT STANDARD FOR ORGANIZATIONS. REFED PARTNERED WITH THE ENVIRONMENTAL DEFENSE FUND, ONE OF THE WORLD'S LEADING ENVIRONMENTAL ORGANIZATIONS, TO DEVELOP THE CLIMATE CORPS FOOD WASTE FELLOWSHIP FOR LAUNCH IN 2022. IT IS A FIRST-OF-ITS-KIND COLLABORATION DESIGNED TO ADVANCE COMPANIES' STRATEGIC FOOD WASTE INITIATIVES AND TRAIN THE NEXT GENERATION OF FOOD WASTE AND CLIMATE LEADERS. WE ALSO CONTINUED TO SERVE AS A PARTNER TO THE PACIFIC COAST FOOD WASTE COMMITMENT WHICH WELCOMED ADDITIONAL FOOD BUSINESS SIGNATORIES, INCLUDING BOB'S RED MILL AND FOOD NORTHWEST, AS THE PROJECT EXPANDED TO INCLUDE BOTH RETAILERS AND MANUFACTURERS. 217795 DIVERSITY, EQUITY, INCLUSION PROGRAM SERVICE ACCOMPLISHMENTS : CONDUCTED INTERNAL STAFF TRAINING PROGRAMS TO EDUCATE EMPLOYEES ON VARIOUS ASPECTS OF DIVERSITY, EQUITY, INCLUSION AND JUSTICE AND THE WAYS IN WHICH THEY INTERSECT WITH REFED'S WORK ON FOOD WASTE. REFED HIRED IT'S FIRST DEIJ FELLOW TO LEAD A YEAR-LONG WORKSTREAM TO CONDUCT A LANDSCAPE ASSESSMENT TO FURTHER INVESTIGATE THESE INTERSECTIONS AND BEGIN WORK ON A PUBLIC REPORT. STAFF ALSO CONDUCTED THE FIRST HALF OF AN INTERNAL DEIJ ASSESSMENT TO IDENTIFY OPPORTUNITIES FOR GREATER INTEGRATION OF DEIJ WORK INTO THE ORGANIZATION'S INTERNAL POLICIES AND PROCESSES AND EXTERNAL-FACING PROGRAMMING AND STRATEGIES. 217795 2091579 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 19 0 1 20 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY CA OR X X X KATY FRANKLIN 5129472176 4322 QUEENS STREET 4901 LONG ISLAND CITY NY 11101 JESSE FINK MEMBER, BOARD OF DIRECTORS 2.00 X 0 0 0 NICOLA DIXON CHAIR, BOARD OF DIRECTORS 2.00 X X 0 0 0 STEVEN SWARTZ TREASURER, BOARD OF DIRECTORS 2.00 X X 0 0 0 YALMAZ SIDDIQUI MEMBER, BOARD OF DIRECTORS 2.00 X 0 0 0 EDUARDO ROMERO SECRETARY, BOARD OF DIRECTORS 2.00 X X 0 0 0 CHARLES C SAVITT MEMBER, BOARD OF DIRECTORS 2.00 X 0 0 0 STACEY G KOEHNKE MEMBER, BOARD OF DIRECTORS 2.00 X 0 0 0 EMILY MA MEMBER, BOARD OF DIRECTORS 2.00 X 0 0 0 DANA GUNDERS RIVERO EXECUTIVE DIRECTOR 40.00 X 232620 0 22839 ALEXANDRIA COARI VP, CAPITAL, INNOVATION, & ENGAGEMENT 40.00 X 154054 0 18052 SHAWN SHEPHERD DEVELOPMENT DIRECTOR 40.00 X 112909 0 3858 JEFFREY COSTANTINO COMMUNICATIONS DIRECTOR 40.00 X 125537 0 16938 KATHLEEN FRANKLIN OPERATIONS DIRECTOR 40.00 X 126345 0 15759 751465 0 77446 5 0 1 0 VIZZUALITY FUENCARRAL 123 5 A MADRID SP 28010 WEB DEVELOPMENT 155957 JUNIATA ANALYTICS 732 CAMPANELLO WAY BRENTWOOD CA 94513 DATA ANALYTICS AND SOFTWARE ENGINEERING 127274 WARREN ADAMS 200 BROOKLINE AVE APT 1001 BOSTON MA 02215 STRATEGIC ADVISORY 104400 3 134385 2749409 2883794 FEES FOR SERVICE 900099 160549 160549 160549 161 161 3044504 160549 0 161 X 255460 153276 51092 51092 1192133 919680 108288 164165 176779 125380 26245 25154 100810 74720 11099 14991 34626 13057 21569 82115 82115 792094 636988 83108 71998 120308 52928 54191 13189 56104 13320 41810 974 19500 19500 2584 2584 DATA 58233 58233 RENT 29937 24497 3729 1711 2920683 2091579 485830 343274 1571255 2134698 95 835256 1950000 245000 0 28170 3870 2089 3525220 3245213 497880 202109 59601 101614 150070 0 707551 303723 X 842669 1822175 1975000 1119315 2817669 2941490 3525220 3245213 123821 0 X X 0 1 X 1 0 X 676259 4060327 8394345 2883794 16014725 676259 4060327 8394345 2883794 16014725 16014725 161 161 16014886 705197 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 95 835000 161 835256 95 95 1.00000 0 0 0 X 3204504 160000 160000 3044504 0 3044504 3080683 160000 160000 2920683 0 2920683 PART V, LINE 4: SUPPORT EMERGENCY CASH NEEDS OF THE ORGANIZATION. PART X, LINE 2: THE ORGANIZATION IS ORGANIZED AS A DELAWARE NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICVE ("IRS") AS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE ("IRC") SECTION 501(A) AS ORGANIZATIONS DESCRIBED IN IRC SECTION 501 (C)(3), QUALIFY FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER IRC SECTIONS 170(B)(1)(A)(VI) AND (VII), AND HAVE BEEN DETERMINED NOT TO BE PRIVATE FOUNDATIONS UNDER IRC SECTIONS 509(A)(1) AND (3), RESPECTIVELY. THE ORGANIZATION IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH IRS. IN ADDITION, THE ORGANIZATION IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THEIR EXEMPT PURPOSES. THE ORGANIZATION HAS DETERMINED THAT IT IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAS NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. X X 0 0 0 0 0 0 0 0 0 DANA GUNDERS RIVERO EXECUTIVE DIRECTOR 232620 0 0 0 0 0 6639 0 16200 0 255459 0 0 0 ALEXANDRIA COARI VP, CAPITAL, INNOVATION, & ENGAGEMEN 154054 0 0 0 0 0 6162 0 11890 0 172106 0 0 0 PART I, LINE 3 THE BOARD APPROVES THE COMPENSATION OF ALL EXECUTIVE EMPLOYEES. FORM 990, PART III, LINE 2 DIVERSITY, EQUITY, INCLUSION PROGRAM SERVICE ACCOMPLISHMENTS: CONDUCTED INTERNAL STAFF TRAINING PROGRAMS TO EDUCATE EMPLOYEES ON VARIOUS ASPECTS OF DIVERSITY, EQUITY, INCLUSION AND JUSTICE AND THE WAYS IN WHICH THEY INTERSECT WITH REFED'S WORK ON FOOD WASTE. REFED HIRED IT'S FIRST DEIJ FELLOW TO LEAD A YEAR-LONG WORKSTREAM TO CONDUCT A LANDSCAPE ASSESSMENT TO FURTHER INVESTIGATE THESE INTERSECTIONS AND BEGIN WORK ON A PUBLIC REPORT. STAFF ALSO CONDUCTED THE FIRST HALF OF AN INTERNAL DEIJ ASSESSMENT TO IDENTIFY OPPORTUNITIES FOR GREATER INTEGRATION OF DEIJ WORK INTO THE ORGANIZATION'S INTERNAL POLICIES AND PROCESSES AND EXTERNAL-FACING PROGRAMMING AND STRATEGIES. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING THE FORM 990, A COMPLETE COPY WAS PROVIDED TO EACH MEMBER OF THE BOARD OF DIRECTORS FOR THEIR REVIEW. ALL BOARD MEMBERS WERE GIVEN THE OPPORTUNITY TO PROVIDE COMMENTS AND ASK QUESTIONS ABOUT THE INFORMATION CONTAINED IN FORM 990. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, OFFICER, AND OTHER STAFF MEMBER AND COMMITTEE MEMBER WITH GOVERNING-BOARD-DELEGATED POWERS SHALL, BEFORE INITIAL ELECTION OR APPOINTMENT AND ANNUALLY THEREAFTER, SIGN A STATEMENT AND GIVE SUCH STATEMENT TO THE SECRETARY OF REFED, INC., WHICH AFFIRMS THAT SUCH PERSON:(A) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, (B) HAS READ AND UNDERSTANDS THE CONFLICT OF INTEREST POLICY, (C) HAS AGREED TO COMPLY WITH THE CONFLICT OF INTEREST POLICY, (D) UNDERSTANDS THAT THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES (AND WILL ENDEAVOR TO FURTHER SUCH PURPOSES), AND (E) UNDERSTANDS THAT HE OR SHE MUST DISCLOSE ANY CONFLICT OF INTEREST; SPECIFICALLY, THE DIRECTOR, OFFICER, AND OTHER STAFF MEMBER, OR COMMITTEE MEMBER MUST IDENTIFY, TO THE BEST OF HIS OR HER KNOWLEDGE ANY ENTITY OF WHICH HE OR SHE IS AN OFFICER, DIRECTOR, TRUSTEE, MEMBER, OR EMPLOYEE AND WITH WHICH THE ORGANIZATION HAS A RELATIONSHIP, AND ANY TRANSACTION IN WHICH THE ORGANIZATION IS A PARTICIPANT. ANY POTENTIAL CONFLICT THAT ARISES IS IMMEDIATELY BROUGHT TO THE ATTENTION OF THE BOARD OF DIRECTORS FOR DISCUSSION AND RESOLUTION OF HOW TO PROCEED. ANY DIRECTOR(S) TO WHOM A CONFLICT OF INTEREST RELATES WILL RECUSE THEMSELVES FROM SUCH DISCUSSIONS AND VOTING. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS APPROVES THE COMPENSATION OF THE ORGANIZATIONS OFFICERS AFTER A REVIEW OF THEIR QUALIFICATIONS, THEIR PROPOSED EMPLOYMENT CONTRACTS, AND COMPARABILITY DATA FROM OTHER ORGANIZATIONS. A SUMMARY OF EACH REVIEW AND DECISION IS PROVIDED IN THE MINUTES OF THE BOARD MEETING AT WHICH (OR THE UNANIMOUS WRITTEN CONSENT IN LIEU OF MEETING IN WHICH) THE DECISION WAS MADE. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S 990'S ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AND OTHER WEBSITES SUCH AS GUIDESTAR. FORM 1023 IS AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPRON REQUEST. FORM 990, PART IX, LINE 11G ANALYTICS: PROGRAM SERVICE EXPENSES 146,568. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 146,568. COMMUNICATIONS: PROGRAM SERVICE EXPENSES 33,991. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 33,991. EVENT PLANNING: PROGRAM SERVICE EXPENSES 4,156. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,156. HUMAN RESOURCES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 39,417. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 39,417. IT SUPPORT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 218. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 218. PROJECT MANAGEMENT: PROGRAM SERVICE EXPENSES 65,513. MANAGEMENT AND GENERAL EXPENSES 5,277. FUNDRAISING EXPENSES 26,082. TOTAL EXPENSES 96,872. PUBLIC RELATIONS: PROGRAM SERVICE EXPENSES 79,095. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 79,095. STRATEGIC ADVISORY: PROGRAM SERVICE EXPENSES 61,378. MANAGEMENT AND GENERAL EXPENSES 20,886. FUNDRAISING EXPENSES 41,813. TOTAL EXPENSES 124,077. WEB & GRAPHIC DESIGN: PROGRAM SERVICE EXPENSES 237,537. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 4,103. TOTAL EXPENSES 241,640. SERVICE FEE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 11,060. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,060. ADMINISTRATIVE SERVICES: PROGRAM SERVICE EXPENSES 8,750. MANAGEMENT AND GENERAL EXPENSES 6,250. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,000. FORM 990, PART XII, LINE 2C THE ORGANIZATION FORMED A BOARD AUDIT COMMITTEE IN 2021 THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE ORGANIZATION'S AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE BOARD AUDIT COMMITTEE IS COMPRISED OF THREE INDEPENDENT VOTING MEMBERS FROM THE BOARD OF DIRECTORS.