2022-11-11T15:44:59-06:00 2021-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2021-01-01 271678009 BEHAVIORAL IDEAS LAB INC BEHA 6463305700 80 BROAD STREET 30 FL NEW YORK NY 10004 JOSHUA WRIGHT CHIEF EXECUTIVE DIRECTOR 6463305700 2022-11-11 1 JOSHUA WRIGHT 999009999 RICHARD J LOCASTRO CPA P00288314 3019519090 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z IDEAS42 JOSHUA WRIGHT 80 BROAD STREET 30 FL NEW YORK NY 10004 18817686 0 X WWW.IDEAS42.ORG X 2010 MA SEE PART III, LINE 1. 13 11 120 11 0 0 28058979 14028806 4227019 4624160 43190 1583 0 163137 32329188 18817686 898793 496660 0 0 12367055 12088343 0 0 0 3640190 3843704 16906038 16428707 15423150 2388979 31447220 32612042 5442598 4220915 26004622 28391127 BEHAVIORAL IDEAS LAB, INC., ALSO KNOWN AS IDEAS42, IS ORGANIZED AND OPERATED TO ADVANCE BEHAVIORAL SCIENCE AND TO IMPROVE THE EFFECTIVENESS OF PUBLIC AND PRIVATE SECTOR POLICIES AND PROGRAMS IN THE UNITED STATES AND ABROAD. 0 0 13241528 496660 4624160 IDEAS42 IS: EDUCATING LEADERS AND DECISION MAKERS IN GOVERNMENT, BUSINESS, PHILANTHROPY AND THE NON-PROFIT SECTOR, IN THE POWER OF BEHAVIORAL SCIENCE THINKING AND HOW TO APPLY IT IN THE REAL WORLD FOR SOCIAL GOOD; ASSISTING PARTNERS IN APPLYING BEHAVIORAL SCIENCE TO CREATE INNOVATIVE SOLUTIONS WHICH IMPROVE EXISTING PROGRAMS, POLICIES, OR PRODUCTS THAT HAVE A SOCIAL GOOD OBJECTIVE; AND USING BEHAVIORAL INSIGHTS TO INVENT NEW PRODUCTS, VENTURES, OR PROGRAMS THAT HAVE A SOCIAL GOOD OBJECTIVE. 13241528 1 1 0 0 0 0 0 0 0 0 1 0 1 0 1 1 0 1 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 51 0 1 120 1 0 1 IN 0 0 0 0 0 0 0 0 0 0 X 13 11 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 CA IL MD MA NY X MELODY SCALES 6463305700 80 BROAD STREET 30TH FLOOR NEW YORK NY 10004 JOSHUA LLOYD WRIGHT CHIEF EXECUTIVE OFFICER 40.00 X X 231377 0 35306 PIYUSH TANTIA CHIEF INNOVATION OFFICER 32.00 X X 158847 0 10955 ELDAR SHAFIR PRESIDENT/TREASURER 1.00 X X 0 0 0 ANTOINETTE SCHOAR SECRETARY 1.00 X X 0 0 0 DIANA TAYLOR DIRECTOR 1.00 X 0 0 0 ENGLISH SALL DIRECTOR 1.00 X 0 0 0 GEORGE OVERHOLSER DIRECTOR 1.00 X 0 0 0 LARRY KANTOR DIRECTOR 1.00 X 0 0 0 MICHAEL WARREN DIRECTOR 1.00 X 0 0 0 NIGEL MORRIS DIRECTOR 1.00 X 0 0 0 PAUL BREST DIRECTOR 1.00 X 0 0 0 STACEY HIGHTOWER DIRECTOR 1.00 X 0 0 0 SUSAN SOBBOTT DIRECTOR 1.00 X 0 0 0 JOHN ROBERTSON MANAGING DIRECTOR 40.00 X 194220 0 29157 SAUGATO DATTA MANAGING DIRECTOR 40.00 X 185000 0 11755 ALISSA FISHBANE MANAGING DIRECTOR 40.00 X 177630 0 11503 ANTHONY BARROWS MANAGING DIRECTOR 40.00 X 165000 0 23766 KATHRYN ELIZABETH DAVIS MANAGING DIRECTOR 40.00 X 165480 0 18149 JANA NICOLE SMITH MANAGING DIRECTOR 40.00 X 159276 0 17219 RACHEL SARAH TAYLOR MANAGING DIRECTOR 40.00 X 151343 0 25123 EMILY SUE ZIMMERMAN MANAGING DIRECTOR 40.00 X 146834 0 16919 STANLEY E LAU DIR. OF FIN. & ADM. (UNTIL 12/21) 40.00 X 145441 0 17102 MITRA SHAHIN SALASEL MANAGING DIRECTOR 40.00 X 150193 0 10705 MARIA PISANO CONTROLLER 40.00 X 120000 0 32416 VICTORIA SHARELL LUCAS MANAGING DIRECTOR 40.00 X 130343 0 3900 SCOTT ALAN STINSON CHIEF OF STAFF 40.00 X 106543 0 9385 JACQUELINE J SHARKEY CHIEF OPERATING OFFICER (FROM 10/21) 40.00 X 36933 0 3013 MARC OLIVER LAITIN MANAGING DIRECTOR (UNTIL 2/2021) 40.00 X 28472 0 3956 TAMIKA M CUMMINGS GENERAL COUNSEL (UNTIL 1/2021) 40.00 X 21611 0 6696 JOSHUA BADER MARTIN MANAGING DIRECTOR (UNTIL 4/2021) 40.00 X 18709 0 7111 JEREMY THEODORE BAROFSKY VICE PRESIDENT 40.00 X 128831 0 30280 SARAH WELCH VICE PRESIDENT 40.00 X 130390 0 25677 RICARDO D LAGRANGE VICE PRESIDENT 40.00 X 124284 0 29168 OMAR ERUCH PARBHOO VICE PRESIDENT 40.00 X 130175 0 15279 SHANNON A MCAULIFFE VICE PRESIDENT 40.00 X 130238 0 10105 3137170 0 404645 30 0 1 0 0 3602930 10425876 4941 14028806 CONTRACTS 900099 4624160 4624160 4624160 1583 1583 MISCELLANEOUS 900099 163137 163137 163137 18817686 4624160 0 164720 X 496660 496660 2787388 2263221 524167 6889250 6153011 736239 219173 195545 23628 1365227 1196945 168282 827305 720609 106696 32745 32745 76209 76209 1645525 1423961 221564 136290 47113 89177 279714 279714 886215 163748 722467 53293 47428 5865 35818 35818 88570 88570 PROGRAM SUPPLIES 443490 438925 4565 PAYROLL PROCESSING FEES 108334 94362 13972 STAFF TRAIN. & RECRUIT. 45614 45614 EQUIPMENT 7594 7594 4293 4293 16428707 13241528 3187179 0 3188208 1395893 10705119 12685978 400402 16346482 12304378 100484 180738 404908 206157 745073 198751 1357 5084610 360497 361292 31447220 32612042 777503 833598 1079295 2308380 0 2356715 2308022 5442598 4220915 X 3671294 5467976 22333328 22923151 26004622 28391127 31447220 32612042 2388979 -2474 0 X 0 1 X 1 1 1 X 9952407 18437537 13508919 28058979 14028806 83986648 2451 2451 9954858 18437537 13508919 28058979 14028806 83989099 27177152 56811947 40702 53646 37456 84150 1583 217537 163137 163137 84369773 14672845 0.67340 0.64100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 404908 206157 198751 198751 PROGRAM RELATED INVESTMENTS 5084610 F 5084610 REFUNDABLE ADVANCES 1734950 DEFERRED RENT 573072 2308022 X 18817686 0 18817686 0 18817686 16428707 0 16428707 0 16428707 PART X, LINE 2: FOR THE YEARS ENDED DECEMBER 31, 2021 AND 2020, IDEAS42 HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. SUB-SAHARAN AFRICA 1 6 PROGRAM SERVICE ACTIVITIES TO FUND PROJECT EXPANSION, CONSULTANT FEES AND TRAVEL EXPENSES. 3366247 SOUTH ASIA 1 3 PROGRAM SERVICE ACTIVITIES TO FUND PROJECT EXPANSION, CONSULTANT FEES AND TRAVEL EXPENSES. 187864 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICE ACTIVITIES TO FUND PROJECT EXPANSION, CONSULTANT FEES AND TRAVEL EXPENSES. 104027 NORTH AMERICA 0 3 PROGRAM SERVICE ACTIVITIES TO FUND PROJECT EXPANSION, CONSULTANT FEES AND TRAVEL EXPENSES. 126124 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICE ACTIVITIES TO FUND PROJECT EXPANSION, CONSULTANT FEES AND TRAVEL EXPENSES. 126016 EUROPE 0 2 PROGRAM SERVICE ACTIVITIES TO FUND PROJECT EXPANSION, CONSULTANT FEES AND TRAVEL EXPENSES. 205893 RUSSIA AND THE NEWLY INDEPENDENT STATES 0 0 PROGRAM SERVICE ACTIVITIES TO FUND PROJECT EXPANSION, CONSULTANT FEES AND TRAVEL EXPENSES. 5063 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICE ACTIVITIES TO FUND PROJECT EXPANSION, CONSULTANT FEES AND TRAVEL EXPENSES. 36463 2 14 0 0 2 14 4157697 0 4157697 0 0 1 0 0 0 PART III ACCOUNTING METHOD: 1 FERNANDEZ ADVISORS LLC 89 EAST PEARL STREET NEW HAVEN CT 06513 203017367 OTHER 79830 0 IMPLEMENTATION PARTNER SUPPORT PURPOSE CAMPAIGNS LLC 115 5TH AVENUE NEW YORK NY 10003 680607622 OTHER 88822 0 IMPLEMENTATION PARTNER SUPPORT PURPOSE FOUNDATION 115 5TH AVENUE 6TH FLOOR NEW YORK NY 10003 273106760 501(C)(3) 20000 0 IMPLEMENTATION PARTNER SUPPORT METROPOLITAN UNITED METHODIST CHURCH 3108 ROSA L PARKS AVENUE MONTGOMERY AL 36105 800975296 501(C)(3) 186000 0 RESEARCH PARTNER SUPPORT PARTNERS IN HEALTH 800 BOYLSTON AVE SUITE 300 BOSTON MA 02199 043567502 501(C)(3) 122008 0 RESEARCH PARTNER SUPPORT 3 2 PART I, LINE 2: IN ASSESSING POTENTIAL SUB-GRANTEES, IDEAS42 EVALUATES: - FIT WITH THE PROJECT IN TERMS OF MISSION AND COMMITMENT TO INNOVATION; - FLEXIBILITY AND CAPACITY TO HELP REFINE THE INTERVENTION DESIGN PROPOSED BY THE IDEAS42; - CAPACITY TO CREATE AND ITERATE PROTOTYPES OF THE DESIGN IN CONCORDANCE WITH THE GOALS OF THE PROJECT; AND - ABILITY TO PASS LEGAL AND OTHER ASSESSMENTS AS REQUIRED BY FUNDERS WE ASK SUB-GRANTEES TO PROVIDE PROJECT REPORTS AT THE SAME FREQUENCY WE ARE REQUIRED TO REPORT TO OUR FUNDERS. IN ADDITION, WE PERIODICALLY CHECK IN WITH SUB-GRANTEES BY CONFERENCE CALL ON THE PROGRESS OF THEIR WORK. X 1 1 X X X 0 0 0 0 0 0 0 0 0 JOSHUA LLOYD WRIGHT CHIEF EXECUTIVE OFFICER 231377 0 0 0 0 0 6900 0 28406 0 266683 0 0 0 JOHN ROBERTSON MANAGING DIRECTOR 194220 0 0 0 0 0 5550 0 23607 0 223377 0 0 0 SAUGATO DATTA MANAGING DIRECTOR 185000 0 0 0 0 0 5550 0 6205 0 196755 0 0 0 ALISSA FISHBANE MANAGING DIRECTOR 177630 0 0 0 0 0 5298 0 6205 0 189133 0 0 0 ANTHONY BARROWS MANAGING DIRECTOR 165000 0 0 0 0 0 4950 0 18816 0 188766 0 0 0 KATHRYN ELIZABETH DAVIS MANAGING DIRECTOR 165480 0 0 0 0 0 4950 0 13199 0 183629 0 0 0 JANA NICOLE SMITH MANAGING DIRECTOR 159276 0 0 0 0 0 4500 0 12719 0 176495 0 0 0 RACHEL SARAH TAYLOR MANAGING DIRECTOR 151343 0 0 0 0 0 4500 0 20623 0 176466 0 0 0 PIYUSH TANTIA CHIEF INNOVATION OFFICER 158847 0 0 0 0 0 4750 0 6205 0 169802 0 0 0 EMILY SUE ZIMMERMAN MANAGING DIRECTOR 146834 0 0 0 0 0 4200 0 12719 0 163753 0 0 0 STANLEY E LAU DIR. OF FIN. & ADM. (UNTIL 12/21) 145441 0 0 0 0 0 4383 0 12719 0 162543 0 0 0 MITRA SHAHIN SALASEL MANAGING DIRECTOR 150193 0 0 0 0 0 4500 0 6205 0 160898 0 0 0 JEREMY THEODORE BAROFSKY VICE PRESIDENT 128831 0 0 0 0 0 3900 0 26380 0 159111 0 0 0 SARAH WELCH VICE PRESIDENT 130390 0 0 0 0 0 3900 0 21777 0 156067 0 0 0 RICARDO D LAGRANGE VICE PRESIDENT 124284 0 0 0 0 0 3721 0 25447 0 153452 0 0 0 MARIA PISANO CONTROLLER 120000 0 0 0 0 0 3600 0 28816 0 152416 0 0 0 PART I, LINE 1A FITNESS BENEFITS, WHICH MAY BE USED FOR GYM FEES, ARE PROVIDED TO ALL FULL-TIME STAFF. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY SENIOR MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS AND TRUSTEES ARE REQUIRED TO ANNUALLY DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICT. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON DISCLOSES THE EXISTENCE OF THE FINANCIAL INTEREST AND IS GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE LEAVES THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS DECIDE IF A CONFLICT OF INTEREST EXISTS. PROCEDURES FOR ADDRESSING THE CONFLICT OF INTEREST: A) AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE LEAVES THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. B) THE CHAIR OF THE GOVERNING BOARD OR COMMITTEE, IF APPROPRIATE, APPOINTS A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. C) AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE DETERMINES WHETHER IDEAS42 CAN OBTAIN WITH REASONABLE EFFORTS FROM A DIFFERENT PERSON OR ENTITY A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. D) IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE DETERMINES BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN IDEAS42'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION, IT MAKES ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE THAT A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT INFORMS THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORDS THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD OR COMMITTEE DETERMINES THAT THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT TAKES APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15A SALARY ADJUSTMENTS FOR THE EXECUTIVE DIRECTOR ARE DETERMINED BY THE BOARD OF DIRECTORS IN THE ABSENCE OF THE EXECUTIVE DIRECTOR. THE BOARD MAKES A DETERMINATION BASED ON COMPARATIVE SALARIES FOR SIMILAR-SIZED ORGANIZATIONS AND ON OVERALL PERFORMANCE. COMPARATIVE SALARIES ARE COMPILED BY THE EXECUTIVE COMMITTEE AND ARE SUBMITTED FOR REVIEW TO THE FULL BOARD. THE EXECUTIVE DIRECTOR'S COMPENSATION WAS DELIBERATED BY THE BOARD IN CLOSED SESSION AND THE FINAL DECISION WAS DOCUMENTED IN THE BOARD MINUTES. THE LAST COMPENSATION REVIEW TOOK PLACE IN DECEMBER 2021. THE COMPENSATION OF OTHER OFFICERS IS DETERMINED BY THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 135,260. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 135,260. CONSULTING FEES: PROGRAM SERVICE EXPENSES 1,423,961. MANAGEMENT AND GENERAL EXPENSES 86,304. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,510,265. 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