2021-10-13T09:00:42-05:00 2021-06-30 410746749 CLIFTONLARSONALLEN LLP 610 W GERMANTOWN PIKE SUITE 400 PLYMOUTH MEETING PA 19462 990 2020-07-01 462444163 THE CHARACTER LAB INC CHAR 6464227767 3675 MARKET STREET NO 200 PHILADELPHIA PA 19104 SEAN TALAMAS EXECUTIVE DIRECTOR 6464227767 2021-10-12 1 SEAN TALAMAS 999009999 WILLIAM A LOUGHERY P01603932 2156433900 2021-10-12 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z SEAN TALAMAS 3675 MARKET STREET NO 200 PHILADELPHIA PA 19104 7338667 0 X WWW.CHARACTERLAB.ORG X 2012 DE CHARACTER LAB ADVANCES SCIENTIFIC INSIGHTS THAT HELP KIDS THRIVE 7 5 25 5 0 0 3476097 6768129 0 0 46734 -19027 0 0 3522831 6749102 149088 10000 0 0 1947906 2469710 11406 20884 121131 2709587 3305788 4817987 5806382 -1295156 942720 2794157 3541149 830300 634572 1963857 2906577 X CHARACTER LAB ADVANCES SCIENTIFIC INSIGHTS THAT HELP KIDS THRIVE. 0 0 4794984 10000 0 BY CONNECTING RESEARCHERS WITH EDUCATORS, CHARACTER LAB SEEKS TO CREATE GREATER KNOWLEDGE ABOUT THE CONDITIONS THAT LEAD TO SOCIAL, EMOTIONAL, ACADEMIC, AND PHYSICAL WELL-BEING FOR YOUNG PEOPLE THROUGHOUT THE COUNTRY. TO LEARN MORE, GO TO WWW.CHARACTERLAB.ORG.IN 2020-2021, CHARACTER LAB REACHED THE FOLLOWING MILESTONES: - WE FACILITATED 130 RESEARCH STUDIES, EXPLORING TOPICS THAT INCLUDE THE IMPACT OF THE ONGOING PANDEMIC AND ISSUES OF RACE, EQUITY, AND INCLUSION. - CONSISTENT WITH OUR COMMITMENT TO PROMOTE STUDENT VOICE, WE INCREASED THE NUMBER OF STUDENT AMBASSADORS FROM 80 TO 118. - WE HOSTED NEARLY 400 DISTRICT AND SCHOOL LEADERS, STUDENTS, AND STRATEGIC PARTNERS TO OUR ANNUAL CONVENING, WHERE SEVERAL SCIENTISTS SHARED INSIGHTS FROM THEIR RESEARCH ON OUR PLATFORM. - WE LAUNCHED A NEW RESEARCHER PORTAL THAT HAS DRAMATICALLY IMPROVED AND STREAMLINED THE RESEARCHER EXPERIENCE. SINCE ITS DEBUT, RESEARCHER NET PROMOTER SCORE HAS INCREASED FROM 65 TO 81. - WE DEVELOPED A CUSTOM REGISTRY ON THE OPEN SCIENCE FRAMEWORK SO THAT ALL RESEARCH CONDUCTED ON CHARACTER LAB RESEARCH NETWORK IS TRANSPARENT AND PUBLICLY ACCESSIBLE. - SEVEN NEW ARTICLES WERE PUBLISHED IN TOP-TIER PEER-REVIEWED SCIENTIFIC JOURNALS. 4794984 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 119 0 25 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 5 1 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AR NY PA X SEAN TALAMAS 6464227767 3675 MARKET STREET NO 200 PHILADELPHIA PA 19104 SEAN TALAMAS EXECUTIVE DIRECTOR 40.00 X 197500 0 13511 DIANA GOULD DIRECTOR OF PEOPLE OPERATIONS 40.00 X 116647 0 10818 TARA TAYLOR DIRECTOR OF USER EXPERIENCE 40.00 X 109388 0 13388 JIM SCHRODER DIRECTOR OF FINANCE AND OPERATIONS 40.00 X 106575 0 7627 RYAN DOBRAN DIRECTOR OF COMMS - LEFT SEP 2020 40.00 X 100148 0 8910 EMMA SATLOF-BEDRICK DIRECTOR OF RESEARCH PARTNERSHIPS 40.00 X 101932 0 4458 DAVE LEVIN CO-FOUNDER AND SECRETARY 1.00 X X 40000 0 0 MICHAEL PIH FORMER CHIEF OF STAFF, CONTRACTOR 40.00 X 127567 0 0 DOMINIC RANDOLPH CO-FOUNDER AND BOARD MEMBER 1.00 X 40000 0 0 LUIS VON AHN CHAIRMAN 1.00 X X 0 0 0 ERICA DEWAN TREASURER 1.00 X X 0 0 0 JACKIE BEZOS BOARD MEMBER 1.00 X 0 0 0 FEROZ DEWAN BOARD MEMBER 1.00 X 0 0 0 CHRISTOPHER NORTH BOARD MEMBER 1.00 X 0 0 0 939757 0 58712 7 1 1 0 QUALTRICS 333 WEST RIVER PARK DRIVE SUITE 48 PROVO UT 84604 RESEARCH SERVICES 648400 P'UNK AVENUE LLC 1168 E PASSYUNK AVENUE PHILADELPHIA PA 19147 WEB DEVELOPMENT 391000 MATHEMATICA POLICY RESEARCH PO BOX 2393 PRINCETON NJ 08543 DATA PROCESSING AND ANALYSIS 301470 LARSON COMMUNICATIONS 1725 PIERCE STREET 1 SAN FRANCISCO CA 94115 PR AND COMMUNICATIONS 185000 MICHELLE SHIH 49 BREEZEMONT AVE RIVERSIDE CT 06878 EDITING 151237 6 6768129 589564 6768129 280 280 570258 589565 -19307 -19307 -19307 6749102 0 0 -19027 X 10000 10000 428257 275316 146047 6894 1607972 1357903 188631 61438 53972 43142 8727 2103 248115 188873 50341 8901 131394 98975 27786 4633 78790 78790 88449 81382 7067 114294 114294 20884 20884 1936964 1840445 89954 6565 632473 612594 18557 1322 126269 98212 26518 1539 72790 38799 32680 1311 166885 110461 53101 3323 1236 428 727 81 5065 5065 23523 23523 PROFESSIONAL DEVELOPMEN 59050 38454 18459 2137 5806382 4794984 890267 121131 1055072 1346054 1420793 1421073 40000 371881 269002 397916 30118 25893 9290 4225 2794157 3541149 262607 330675 567693 303897 830300 634572 X 1644599 2906577 319258 0 1963857 2906577 2794157 3541149 942720 0 X 0 1 X 1 0 X 1009110 745426 4761364 3476097 6768129 16760126 1009110 745426 4761364 3476097 6768129 16760126 10981631 5778495 5038 5758 8530 10255 280 29861 30609 26332 56941 16846928 0.34300 0.39980 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FEE FOR SERVICE - 2016 AMOUNT: $ 30,609. 2017 AMOUNT: $ 26,332. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 30118 25893 4225 4225 X 6749102 0 6749102 0 6749102 5806382 0 5806382 0 5806382 PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT ENTITY AS DESCRIBED IN SECTION 501(C)(3) OF THE IRC AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. ACCORDINGLY, THERE IS NO PROVISION FOR INCOME TAXES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS OR ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME TAXES. THE ORGANIZATION FOLLOWS THE GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE GUIDANCE CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. THE GUIDANCE FURTHER PRESCRIBES RECOGNITION AND MEASUREMENT OF TAX PROVISIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE APPLICATION OF THIS STANDARD HAD NO IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. X 1 FAIRMOUNT VENTURES INC 1234 MARKET STREET PHILADELPHIA PA 19107 APPLICATIONS 0 0 20884 -20884 20884 -20884 1 BEHAVIORAL IDEAS LAB INC 80 BROAD STREET 30TH FLOOR NEW YORK NY 10004 271678009 501(C)(3) 10000 N/A N/A TO SUPPORT THE BEHAVIORAL SCIENTIST'S DISSEMINATION OF BEST PRACTICES IN THE FIELD OF BEHAVIORAL RESEARCH 1 0 PART I, LINE 2: THE CHARACTER LAB, INC., PROVIDES NOMINAL, UNRESTRICTED, GENERAL OPERATING CHARITABLE CONTRIBUTIONS IN RARE CASES TO MISSION-ALIGNED ORGANIZATIONS. BEFORE PROVIDING SUCH CONTRIBUTIONS, CHARACTER LAB COMPLETES DUE DILIGENCE TO ENSURE THE RECEIVING ORGANIZATION'S TAX-EXEMPT STATUS AND MISSION ALIGNMENT. X X X X X 1 0 0 0 0 0 0 0 0 MICHAEL PIH FORMER CHIEF OF STAFF, CONTRACTOR 127567 0 0 0 0 0 0 0 0 0 127567 0 0 0 SEAN TALAMAS EXECUTIVE DIRECTOR 197500 0 0 0 0 0 7482 0 6029 0 211011 0 0 0 PART I, LINE 4A RYAN DOBRAN RECEIVED SEVERANCE OF $7,149 IN 2020, THAT WAS INCLUDED IN HIS 2020 W-2 COMPENSATION, AS REPORTED ON FORM 990, PART VII, SECTION A, LINE 1. X 1 589564 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE FIGURE IN COLUMN (B) REPRESENTS THE NUMBER OF DONORS IN EACH CATEGORY. FORM 990, PART VI, SECTION A, LINE 2 FEROZ DEWAN, BOARD MEMBER, AND ERICA DEWAN, TREASURER, HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION HAS OUTSOURCED ITS BUSINESS MANAGEMENT SERVICES, INCLUDING FINANCIAL MANAGEMENT AND REPORTING TO AN OUTSIDE ORGANIZATION. RSM US LLC WAS PAID $78,790 DURING THE FISCAL YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND THEN REVIEWED BY THE ORGANIZATION'S DIRECTOR OF FINANCE AND OPERATIONS AS WELL AS THE EXECUTIVE DIRECTOR. PRIOR TO ITS SUBMISSION, THE AUDIT COMMITTEE WAS PROVIDED WITH A COPY OF THE DRAFT FORM 990. THE FORM 990 WAS ALSO PROVIDED TO EACH BOARD MEMBER PRIOR TO FILING WITH IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY THAT APPLIES TO ITS DIRECTORS, OFFICERS, KEY EMPLOYEES ("COVERED PERSONS"). PER THE POLICY, DISINTERESTED DIRECTORS ARE RESPONSIBLE FOR REVIEWING ANY ACTUAL OR POTENTIAL CONFLICT OR INTEREST BETWEEN THE ORGANIZATION AND A COVERED PERSON AND FOR DETERMINING AN APPROPRIATE ORGANIZATIONAL RESPONSE TO PROTECT THE INTERESTS OF THE ORGANIZATION. COVERED PERSONS ARE ALSO UNDER A CONTINUING OBLIGATION TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST AS SOON AS IT IS KNOWN OR REASONABLY SHOULD BE KNOWN WHEN THERE WAS AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST BETWEEN THE ORGANIZATION AND A COVERED PERSON WITH RESPECT TO A SPECIFIC PROPOSED ACTION OR TRANSACTION, THE DISINTERESTED DIRECTORS APPROVED SUCH ACTION OR TRANSACTION, AS DOCUMENTED IN BOARD MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15A TO SET COMPENSATION FOR THE EXECUTIVE DIRECTOR, THE ORGANIZATION EMPLOYED AN EXTERNAL CONSULTANCY IN 2021 WHO COMPLETED A MARKET SCAN OF PEER ORGANIZATIONS. THE RESULTING COMPARISON WAS SHARED WITH THE GOVERNANCE COMMITTEE OF THE BOARD, WHO HAVE RESPONSIBILITY FOR APPROVING AND MONITORING COMPENSATION FOR EXECUTIVE LEADERSHIP. THE DELIBERATION AND FINAL DECISION ARE TIMELY DOCUMENTED IN MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE FOR INSPECTION UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING FEES: PROGRAM SERVICE EXPENSES 927,230. MANAGEMENT AND GENERAL EXPENSES 89,954. FUNDRAISING EXPENSES 6,565. TOTAL EXPENSES 1,023,749. MARKETING AND BRANDING SERVICES - INNOVATION FUND: PROGRAM SERVICE EXPENSES 250,000. TOTAL EXPENSES 250,000. CORE PRODUCTS SERVICE CONTRACT: PROGRAM SERVICE EXPENSES 226,188. TOTAL EXPENSES 226,188. PROGRAM RESEARCH: PROGRAM SERVICE EXPENSES 154,605. TOTAL EXPENSES 154,605. CUSTOM ENGINEERING: PROGRAM SERVICE EXPENSES 282,422. TOTAL EXPENSES 282,422.