2022-10-14T15:02:15-05:00 2021-12-31 941254756 HOOD & STRONG LLP 60 SO MARKET ST STE 200 SAN JOSE CA 95113 990 2021-01-01 273755556 IDEOORG IDEO 4154267080 320 FLORIDA STREET SAN FRANCISCO CA 94110 SHAUNA CAREY CEO 4154267080 2022-09-28 1 SHAUNA CAREY 999009999 JACOB YAU P01560332 4089988400 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X SHAUNA CAREY 320 FLORIDA STREET SAN FRANCISCO CA 94110 16903268 0 X WWW.IDEO.ORG X 2010 CA IDEO.ORG IS A PUBLICLY SUPPORTED CHARITY THAT DESIGNS PRODUCTS AND SERVICES ALONGSIDE ORGANIZATIONS TO CREATE A MORE JUST AND INCLUSIVE WORLD. 11 11 61 12 0 0 7153309 5039873 4903726 4697085 152764 116197 0 1577 12209799 9854732 366737 364292 0 0 7081644 7800582 0 0 61162 3322590 4633753 10770971 12798627 1438828 -2943895 14991718 12398491 1693817 2143855 13297901 10254636 X WE DESIGN PRODUCTS AND SERVICES ALONGSIDE ORGANIZATIONS THAT ARE COMMITTED TO CREATING A MORE JUST AND INCLUSIVE WORLD. 0 0 3568338 12000 3568338 GLOBAL PORTFOLIO-IDEO.ORG'S GLOBAL GENDER PORTFOLIO IS COMPRISED OF PROJECTS AND PROGRAMS PRIMARILY FOCUSED ON WOMEN AGES 15-28 WITH SOUTH ASIA AND EAST AFRICA AS FOCAL GEOGRAPHIES. THROUGH OUR WORK, WE SEEK TO COUNTER THE SYSTEMIC INEQUALITY FACED BY WOMEN IN THESE REGIONS, BY BUILDING PATHWAYS TO EMPLOYMENT, SHIFTING GENDER NORMS, AND CREATING CIRCUMSTANCES FOR HER TO THRIVE. WE ALSO WORK WITH PARTNER COALITIONS TO DRIVE CHANGE AT GLOBAL ECOSYSTEM LEVEL. IN 2021, IDEO.ORG WORKED WITH A VARIETY OF PARTNERS INCLUDING THE BILL & MELINDA GATES FOUNDATION, UN WOMEN, WOMEN DELIVER, PSI, THE BOMA PROJECT, SAFARICOM, AND BRAC BANGLADESH 5663683 332292 2020638 US PORTFOLIO: OUR US PORTFOLIO IS COMMITTED TO DISRUPTING INTERGENERATIONAL INEQUITY IN HISTORICALLY MARGINALIZED COMMUNITIES BY DESIGNING FOR A REALITY WHERE EVERY FAMILY HAS WHAT THEY NEED TO LEAD A FULL, PROSPEROUS, HEALTHY LIFE WHERE OUTCOMES ARE NOT PREDICTABLE BY RACE, INCOME, OR ZIP CODE. WE DESIGN SOLUTIONS THAT CENTER HUMAN DIGNITY AND GENERATE EVIDENCE FOR WHAT'S POSSIBLE TO ADVANCE ECONOMIC STABILITY AND MOBILITY, SO THAT FAMILIES HAVE ACCESS TO A FUNCTIONAL SAFETY NET AND CAN THRIVE. TO DO THIS WE DESIGN NEW NARRATIVES WITH THE POWER TO PROPEL MOVEMENTS AND ALIGN COMMUNITIES & INSTITUTIONS AROUND INVESTING IN NEW SOLUTIONS, INCLUDING MATERNAL HEALTH, GENDER AFFIRMING AND ALTERNATIVE APPROACHES TO ENSURING SAFETY AND POSITIVE HEALTH OUTCOMES. WE OFFER THE SPACE, CONDITIONS, AND PLATFORMS FOR PEOPLE TO WORK TOGETHER IN ADVANCING NEW VISIONS FOR CHANGE THROUGH NEW COLLABORATIVE MODELS, INCREASING ACCESS TO POWER AND INFLUENCE, WHILE AFFIRMING EVERY CHILD AND FAMILY'S IDENTITY - ALLOWING FAMILIES TO SHAPE THEIR OWN PATH FORWARD. TO DATE, IDEO.ORG HAS WORKED WITH A RANGE OF PARTNERS INCLUDING THE ROBERT WOOD JOHNSON FOUNDATION, BEZOS FAMILY FOUNDATION, CHILD POVERTY ACTION LAB, CENTER FOR DISEASE CONTROL (CDC), THE JUST TRUST, NJ DEPARTMENT OF CHILDREN AND FAMILIES, AND MANY OTHERS. 1326877 20000 1317223 EAST AFRICAN PORTFOLIO - IDEO.ORGS EAST AFRICA PORTFOLIO COMPRISES OF PROJECTS AND PROGRAMS IN 3 KEY AREAS. THE FIRST AREA OF FOCUS IS HEALTH; MORE SPECIFICALLY WOMEN'S SEXUAL REPRODUCTIVE HEALTH SOLUTIONS AND EDUCATIONAL PLATFORMS AS WELL AS MATERNAL AND CHILD HEALTH WORK IN THE REGION. THE SECOND PORTFOLIO OF WORK IS IN THE AGRICULTURAL SECTOR, WE ARE SPECIFICALLY LOOKING AT WORKING WITH ORGANIZATIONS FOCUSED ON SMALL HOLDER FARMER COMMUNITIES AND AGRICULTURAL PRACTICES IN LINE WITH THE CLIMATE CHANGE AGENDA. OUR FINAL FOCAL AREA IS IN FINANCIAL INCLUSION, WHERE WE TAKE ON RESEARCH AND DESIGN WORK SEEKING TO ADDRESS FINANCIAL EMPOWERMENT, FINANCIAL LITERACY AND CONFIDENCE, UPSKILLING, AND LIVELIHOOD DEVELOPMENT. THE RECENT PROLIFERATION OF TECHNOLOGY AND SMARTPHONES ON THE CONTINENT HAS LED US TOWARDS DEVELOPING DIGITAL FINANCIAL SERVICE TOOLS ALONGSIDE FINANCIAL SERVICE PROVIDERS AND MOBILE NETWORK OPERATORS (MNOS) ADDRESSING THE ECONOMIC CHALLENGES IN THE REGION 10558898 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 164 0 1 61 1 0 1 KE 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA NY X SHAUNA CAREY 4154267080 320 FLORIDA STREET SAN FRANCISCO CA 94110 JOCELYN WYATT CEO, DIRECTOR (THRU 11/12/21) 50.00 X 235462 0 17854 PIERRE THIAM SECRETARY 0.50 X X 0 0 0 KYLE REIS TREASURER 0.50 X X 0 0 0 MARTY SCHNEIDER BOARD CHAIR 0.50 X X 0 0 0 DEBRA DUNN DIRECTOR 0.50 X 0 0 0 ROBERT C PEW DIRECTOR 0.50 X 0 0 0 MICHAEL HENDRIX DIRECTOR (THRU 2/28/21) 0.10 X 0 0 0 SUSAN SCHUMAN DIRECTOR (THRU 2/28/21) 0.10 X 0 0 0 JANIECE EVANS-PAGE DIRECTOR 0.10 X 0 0 0 MIKE PENG DIRECTOR 0.10 X 0 0 0 SANDY SPEICHER DIRECTOR 0.10 X 0 0 0 TIM BROWN DIRECTOR 0.10 X 0 0 0 JACQUELINE MUSIITWA DIRECTOR 0.10 X 0 0 0 ENGIN AYAZ DIRECTOR 0.10 X 0 0 0 BENJAMIN I CHASE COO 40.00 X 204644 0 9696 JAMES T MCLEAN CFO 40.00 X 138025 0 31701 SHAUNA CAREY INTERIM CEO (FROM 11/15/21) 40.00 X 191713 0 15690 JESSICA BLADES MANAGING DIRECTOR 40.00 X 156468 0 25447 SHALINI UMAPATHY MANAGING DIRECTOR 40.00 X 151310 0 6811 NATHALIE COLLINS SR. DESIGN DIRECTOR 40.00 X 151866 0 15115 MICHELLE KREGER MANAGING DIRECTOR 40.00 X 166237 0 29351 CHRISTINE LARKIN MANAGING DIRECTOR 40.00 X 159437 0 20682 1555162 0 172347 20 0 1 0 IDEO LP 150 FOREST AVENUE PALO ALTO CA 94301 CONSULTING 380934 1 2207537 2832336 5039873 DESIGN PROJECT FEES 541900 4628559 4628559 PUBLICATION INCOME 541900 68526 68526 4697085 119614 119614 20250 20250 0 7024869 7028286 -3417 -3417 -3417 MISCELLANEOUS 900001 1577 1577 1577 9854732 4698662 0 116197 X 317125 317125 47167 47167 1665491 1358208 296624 10659 5134784 4187688 914239 32857 189458 154503 33742 1213 417394 340385 74338 2671 393455 320863 70074 2518 47355 38618 8434 303 45131 36804 8038 289 2994094 2609701 383943 450 68616 55989 12189 438 390660 325739 62669 2252 655706 534728 116781 4197 37961 17498 20463 8275 6748 1474 53 53872 43932 9595 345 DESIGN PROJECT MATERIAL 163258 160729 2082 447 STUDIO & TEAM WELFARE 80102 240 79862 PROFESSIONAL DEVELOP 32338 32338 FX CURRENCY LOSS 8288 641 7647 48097 1592 44035 2470 12798627 10558898 2178567 61162 4474193 2233164 1038328 2892816 4136020 2329256 711378 1380970 199685 233473 197446 197446 8275 0 4423839 3328812 14991718 12398491 453805 474822 198135 681116 995200 903400 46677 84517 1693817 2143855 X 3979108 5084935 9318793 5169701 13297901 10254636 14991718 12398491 -2943895 -99370 0 X 0 1 X 1 0 X 7229372 11212986 9011934 7153309 5039873 39647474 7229372 11212986 9011934 7153309 5039873 39647474 15014041 24633433 33608 69988 159835 210762 139864 614057 40261531 23594574 0.61180 0.65120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4189 4189 0 5396 5396 0 187861 187861 0 0 OBLIGATION FOR FISCAL SPONSORSHIP 84517 84517 X 9775612 -99370 -99370 9874982 -20250 -20250 9854732 12818877 20250 20250 12798627 0 12798627 PART X, LINE 2: AS A 501(C)(3) ENTITY, THE ORGANIZATION IS EXEMPT FROM TAXES ON INCOME RELATED TO ITS EXEMPT PURPOSE UNDER PROVISIONS OF THE U.S. INTERNAL REVENUE CODE AND THE CALIFORNIA TAX CODE. AS OF DECEMBER 31, 2021, MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAD MAINTAINED ITS TAX-EXEMPT STATUS AND HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES RECLASSIFIED TO REVENUE -20,250. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES RECLASSIFIED TO REVENUE 20,250. 1 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 1 0 GRANTMAKING 47167 1 0 0 0 1 0 47167 0 47167 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, GRANT TO SUPPORT THE FUTURE OF INNOVATION IN AFRICA THROUGH THE POWER OF DESIGN 26167 BANK TRANSFER 0 SUB-SAHARAN AFRICA GRANT TO SUPPORT GIRL TIME INTEGRATION INTO THE NAIROBITS PLATFORM 10000 BANK TRANSFER 0 SUB-SAHARAN AFRICA GRANT TO SUPPORT THE KIPEPEO ACADEMY INTEGRATION INTO VIPEP PROGRAM ACTIVITIES IN KAKAMEGA COUNTY 10000 BANK TRANSFER 0 2 1 1 0 0 0 0 0 PART I, LINE 2: CBO'S APPLY USING A SELECT CRITERIA OF THEIR PROGRAM RELEVANCE, TEAM SET UP, SCALE AND SUSTAINABILITY APPROACH AND BUDGET MANAGEMENT TO DETERMINE THEIR FIT GIVEN THE CHALLENGE AREA AND THEIR SUITABILITY AS AN ORGANIZATION TO SOLVE FOR IT, AS WELL AS THEIR UNIQUE POSITIONING AND CONTRIBUTION RELATIVE TO OTHER MEMBERS OF THE COHORT AND SECTOR AT LARGE. SELECTED ORGANIZATIONS ARE EARLY STAGE AND MID-TIER CBOS THAT HAVE EXPERIENCE IN THE SECTOR WORKING WITH AGYW FOR AT LEAST 3 YEARS. THE SELECTED ORGANIZATION RECEIVES A MONETARY GRANT TO HELP THEM RUN A PILOT TO GET MORE INSIGHTS ON DESIRABILITY OF THE SOLUTION OF THEIR CHOICE TO END USERS AS WELL AS HOW TO EFFECTIVELY IMPLEMENT IT SUSTAINABLY AT SCALE. FUND GRANTEES ARE REQUIRED TO COMMIT TO SHARE THEIR LEARNINGS MONTHLY DURING THE PILOT. AT THE END OF THE PILOT, ALL LEARNINGS WILL BE DOCUMENTED AND EACH GRANTEE WILL SUBMIT A DETAILED FINANCIAL REPORT. PART III ACCOUNTING METHOD: 1 CENTER FOR YOUNG WOMEN'S DEVELOPMENT 832 FOLSOM STREET STE 700 SAN FRANCISCO CA 94107 943227681 501(C)(3) 45000 0 GRANT TO SUPPORT THE INNOVATION OF STORYTELLING & MINDSET-SHIFT AROUND CHILDCARE AND EARLY LEARNING FOR 8 GRANTEES IN DIFFERENT CONTEXTS ACROSS THE COUNTRY COLLABORATION FOR EARLY CHILDHOOD 171 S OAK PARK AVE OAK PARK IL 60302 300132292 501(C)(3) 45000 0 GRANT TO SUPPORT THE INNOVATION OF STORYTELLING & MINDSET-SHIFT AROUND CHILDCARE AND EARLY LEARNING FOR 8 GRANTEES IN DIFFERENT CONTEXTS ACROSS THE COUNTRY COLORADO CHILDREN'S CAMPAIGN 1580 LINCOLN STREET DENVER CO 80203 742374672 501(C)(3) 45000 0 GRANT TO SUPPORT THE INNOVATION OF STORYTELLING & MINDSET-SHIFT AROUND CHILDCARE AND EARLY LEARNING FOR 8 GRANTEES IN DIFFERENT CONTEXTS ACROSS THE COUNTRY FAMILY FORWARD OREGON PO BOX 15146 PORTLAND OR 97214 800436735 501(C)(3) 45000 0 GRANT TO SUPPORT THE INNOVATION OF STORYTELLING & MINDSET-SHIFT AROUND CHILDCARE AND EARLY LEARNING FOR 8 GRANTEES IN DIFFERENT CONTEXTS ACROSS THE COUNTRY RISE CHILD DEVELOPMENT CENTER INC 3002 ROCK ROSE PLACE ROUND ROCK TX 78665 824753609 501(C)(3) 45000 0 GRANT TO SUPPORT THE INNOVATION OF STORYTELLING & MINDSET-SHIFT AROUND CHILDCARE AND EARLY LEARNING FOR 8 GRANTEES IN DIFFERENT CONTEXTS ACROSS THE COUNTRY BOMA PROJECT PO BOX 1865 MANCHESTER CENTER VT 05255 841671995 501(C)(3) 10000 0 GRANT TO SUPPORT THE INNOVATION OF STORYTELLING & MINDSET-SHIFT AROUND CHILDCARE AND EARLY LEARNING FOR 8 GRANTEES IN DIFFERENT CONTEXTS ACROSS THE COUNTRY WE POWER 4240 DUNCAN AVENUE SAINT LOUIS MO 63110 823591958 501(C)(3) 45000 0 GRANT TO SUPPORT THE INNOVATION OF STORYTELLING & MINDSET-SHIFT AROUND CHILDCARE AND EARLY LEARNING FOR 8 GRANTEES IN DIFFERENT CONTEXTS ACROSS THE COUNTRY CARE APPALACHIA 215 POSKAS DRIVE NORTH TAZEWELL VA 24630 35000 0 GRANT TO SUPPORT THE INNOVATION OF STORYTELLING & MINDSET-SHIFT AROUND CHILDCARE AND EARLY LEARNING FOR 8 GRANTEES IN DIFFERENT CONTEXTS ACROSS THE COUNTRY 7 1 PART I, LINE 2: WITH FUNDING AND SUPPORT FROM THE ROBERT WOOD JOHNSON FOUNDATION, IDEO.ORG HAS WORKED OVER THE LAST 15 MONTHS TO LAUNCH AN INNOVATIVE RFP PROCESS AND MANAGE A SET OF 8 GRANTEES (ALSO KNOWN AS THE COHORT) WORKING IN EARLY LEARNING AND CHILDCARE. THE RFP PROCESS ITSELF INCLUDED 2-STEP APPLICATION, QUALITATIVE EVALUATION, AND RECRUITED JUDGES WITH A RANGE OF LIVED EXPERIENCES RE:CHILDCARE. ONCE THE COHORT WAS SELECTED FOR GRANT AWARDS, IDEO.ORG HAS STEWARDED A 12-MONTH COHORT EXPERIENCE TO PROVIDE ADDITIONAL SUPPORT (FUNDER AND NON-FUNDER CONNECTIONS, ADDITIONAL ADVISORS AND COACHES, ADDITIONAL FUNDING AS PROGRAM ALLOWS) AND BUILD COMMUNITY AMONG THEM TO FACILITATE PEER LEARNING. GRANT FUNDS HAVE BEEN MONITORED PERIODICALLY AND PROGRESS AGAINST EACH TEAM'S MILESTONES AND DELIVERABLES WERE REGULARLY DISCUSSED THROUGH MONTHLY CHECK-IN CALLS. X X X X 0 0 0 0 0 0 0 0 0 JOCELYN WYATT CEO, DIRECTOR (THRU 11/12/21) 235462 0 0 0 0 0 9575 0 8279 0 253316 0 0 0 BENJAMIN I CHASE COO 204644 0 0 0 0 0 8200 0 1496 0 214340 0 0 0 SHAUNA CAREY INTERIM CEO (FROM 11/15/21) 191713 0 0 0 0 0 7752 0 7938 0 207403 0 0 0 MICHELLE KREGER MANAGING DIRECTOR 166237 0 0 0 0 0 6442 0 22909 0 195588 0 0 0 JESSICA BLADES MANAGING DIRECTOR 156468 0 0 0 0 0 6750 0 18697 0 181915 0 0 0 CHRISTINE LARKIN MANAGING DIRECTOR 159437 0 0 0 0 0 6191 0 14491 0 180119 0 0 0 JAMES T MCLEAN CFO 138025 0 0 0 0 0 4853 0 26848 0 169726 0 0 0 NATHALIE COLLINS SR. DESIGN DIRECTOR 151866 0 0 0 0 0 6166 0 8949 0 166981 0 0 0 SHALINI UMAPATHY MANAGING DIRECTOR 151310 0 0 0 0 0 6088 0 723 0 158121 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B IDEO.ORG'S ACCOUNTING FIRM FORWARDED THE FORM 990 TO THE ACCOUNTANT. THE ACCOUNTANT REVIEWED THE FORM 990 WITH THE CFO AND CEO, WHO FORWARDED THE FORM 990 TO ALL BOARD MEMBERS FOR THEIR REVIEW PRIOR TO FILING THE FORM 990. BOARD MEMBERS WERE ENCOURAGED TO REVIEW THE FORM 990 AND PROVIDE QUESTIONS/COMMENTS TO THE CFO, CEO, AND THE ACCOUNTANT. EITHER THE ACCOUNTANT OR THE ACCOUNTING FIRM ADDRESSED THE QUESTIONS FROM THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C IDEO.ORG'S EMPLOYEES SHOULD AVOID EXTERNAL BUSINESS, FINANCIAL, OR EMPLOYMENT INTERESTS THAT CONFLICT WITH IDEO.ORG'S BUSINESS INTERESTS OR WITH THE EMPLOYEE'S ABILITY TO PERFORM JOB DUTIES. THIS APPLIES TO POSSIBLE RELATIONSHIPS WITH ANY OTHER EMPLOYER, CONSULTANT, CONTRACTOR, CUSTOMER, OR SUPPLIER. IN ORDER TO AVOID ANY APPEARANCE OF CONFLICT OF INTEREST, EMPLOYEES ARE EXPECTED TO ABIDE BY THE CODE OF ETHICAL CONDUCT. VIOLATIONS OF THIS RULE MAY LEAD TO DISCIPLINARY ACTION, UP TO AND INCLUDING TERMINATION. ANNUALLY, THE ORGANIZATION REQUESTS A CONFLICT OF INTEREST DISCLOSURE FORM FROM EACH OFFICER, DIRECTOR, AND KEY EMPLOYEE. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR OFFICERS AND KEY EMPLOYEES IS BASED ON POSITION RANGES UPDATED ANNUALLY WITH MARKET DATA AND REVIEWED FOR COMPARABILITY WITH OTHER SIMILAR NON-PROFIT ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 IDEO.ORG'S FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF TIME SET FORTH IN SECTION 6104(D). FORM 990, PART IX, LINE 11G TRANSLATION FEES: PROGRAM SERVICE EXPENSES 15,440. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,440. DESIGN CONSULTING: PROGRAM SERVICE EXPENSES 2,579,261. MANAGEMENT AND GENERAL EXPENSES 380,090. FUNDRAISING EXPENSES 450. TOTAL EXPENSES 2,959,801. PHOTOGRAPHER: PROGRAM SERVICE EXPENSES 15,000. MANAGEMENT AND GENERAL EXPENSES 3,853. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,853.