2021-11-15T13:33:45-06:00 2020-12-31 990 2020-01-01 833044655 Lever for Change LEVE 3129170444 140 South Dearborn Ste 300 Chicago IL 60603 TRISHA POMERENK TREASURER 2021-11-15 TRISHA POMERENK 999009999 2020 2022-09-23 18:48:47Z TRISHA POMERENK 140 South Dearborn St Suite 1200 Chicago IL 60603 1611182 false X WWW.LEVERFORCHANGE.ORG X 2019 IL OUR MISSION IS TO UNLOCK SIGNIFICANT PHILANTHROPIC CAPITAL AND ACCELERATE SOCIAL CHANGE AROUND THE WORLD'S MOST PRESSING CHALLENGES. LEVER FOR CHANGE HELPS PHILANTHROPISTS SOURCE VETTED, HIGH-IMPACT OPPORTUNITIES IN TWO WAYS: BY DESIGNING AND MANAGING CUSTOMIZED COMPETITIONS AND BY MATCHING THEM WITH THE TOP VETTED PROPOSALS FROM ALL OF ITS COMPETITIONS IN THE BOLD SOLUTIONS NETWORK, A SEARCHABLE ONLINE DATABASE. 3 3 0 480 0 0 26489862 144599 110316 1459710 2057 6873 0 0 26602235 1611182 0 100000 0 0 0 0 0 131993 6817606 7619402 6817606 7719402 19784629 -6108220 27075499 14835227 7290870 1158818 19784629 13676409 OUR MISSION IS TO UNLOCK SIGNIFICANT PHILANTHROPIC CAPITAL AND ACCELERATE SOCIAL CHANGE AROUND THE WORLD'S BIGGEST CHALLENGES, BY HELPING PHILANTHROPISTS SOURCE VETTED, HIGH-IMPACT PHILANTHROPIC OPPORTUNITIES AND CONNECTING NONPROFITS AND PROBLEM SOLVERS TO SIGNIFICANT AMOUNTS OF PHILANTHROPIC CAPITAL. false false 6656873 100000 1459710 COMPETITION MANAGEMENT - THE ORGANIZATION DEVELOPS AND MANAGES CUSTOMIZED COMPETITIONS FOR PHILANTHROPISTS AND MATCHES DONORS WITH THE TOP VETTED PROPOSALS FROM SUCH COMPETITIONS IN A SEARCHABLE ONLINE DATABASE OF SOLUTIONS KNOWN AS THE BOLD SOLUTIONS NETWORK. 6656873 true true false false false false false false false true false false false false true true true false false false false false false false false false true false true false false false false false false false false false false false false false true false false false true 46 0 true 0 false false false false false false false false false false false false X 3 3 true false false false true true false true false false false true true true true true true true true false IL X Cecilia Conrad 3129170444 140 S Dearborn St Suite 300 Chicago IL 60603 JAMES MANYIKA DIRECTOR 2.0 X 0 0 0 JULIA STASCH DIRECTOR / BOARD CHAIR 3.0 X 0 0 0 REID HOFFMAN DIRECTOR 2.0 X 0 0 0 BRADFORD BALLAST CHIEF OF OPERATIONS 50.0 0.0 X 194441 0 0 CECILIA CONRAD CHIEF EXECUTIVE OFFICER 40.0 10.0 X 362426 90606 0 JOSHUA MINTZ SECRETARY 4.0 46.0 X 49988 574856 0 TRISHA POMERENK TREASURER 10.0 40.0 X 31334 125336 0 DANA RICE VICE PRESIDENT, PHILANTHROPY 50.0 0.0 X 237591 0 0 KEVIN DOHERTY FORMER TREASURER 0.0 0.0 X 0 170600 0 875780 961398 0 5 true true false COMMON POOL LLC DBA CARROT 806 GEORGIA AVENUE SANTA MONICA CA 90402 COMPETITION MANAGEMENT 1614781 The Bridgespan Group 2 COPLEY PLACE BOSTON MA 02116 STRATEGY AND COMPETITION TECHNICAL SUPPORT 580047 Forum One Communications Corp 15954 JACKSON CREEK PARKWAY MONUMENT CO 80132 WEBSITE AND COMMUNICATION SUPPORT 556191 The Foundation Center 32 Old Slip 24th Floor New York NY 10005 PROPOSAL DATABASE DEVELOPMENT 243750 TCC GROUP INC 333 7TH AVENUE 9TH FLOOR NEW YORK NY 10001 STRATEGY AND EVALUATION SUPPORT 205040 12 144599 144599 COMPETITION 541900 1459710 1459710 0 0 0 0 1459710 6873 6873 0 0 0 0 0 0 0 0 0 1611182 1459710 0 6873 X 100000 100000 6596 0 6596 0 25179 0 25179 0 7298436 6423178 746309 128949 11991 413 11578 0 52491 0 52491 0 139139 120877 15218 3044 32378 5389 26989 0 9833 7016 2817 0 12977 0 12977 0 30382 0 30382 0 0 0 0 0 7719402 6656873 930536 131993 9746215 1485699 0 0 16989862 13134461 0 0 0 0 0 0 0 0 0 0 170709 169528 64886 19466 58398 45420 0 0 0 0 0 0 110315 119 27075499 14835227 406454 531918 0 0 250000 626900 0 0 0 0 0 0 0 0 0 0 6634416 0 7290870 1158818 X 1270287 641000 18514342 13035409 0 0 0 0 0 0 19784629 13676409 27075499 14835227 -6108220 0 X false true X false false X 26489862 144599 26634461 0 0 0 0 0 26489862 144599 26634461 21864450 4770011 2057 6873 8930 0 0 0 0 0 0 0 26643391 1570026 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 64886 19466 45420 45420 PAYABLE TO RELATED ORGANIZATION 0 0 X 1611182 0 0 1611182 0 0 1611182 7719402 0 0 7719402 0 0 7719402 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote LEVER FOR CHANGE FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THE GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE ORGANIZATION FOR UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2020. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. true ROCKEFELLER PHILANTHROPY ADVISORS INC 6 WEST 48TH STREET 10TH FLOOR NEW YORK NY 10036 133615533 100000 The grant award provided support to Mercy Corps, a 501(c)3 organization, jointly selected by Lever for Change and Rockefeller Philanthropy Advisors, Inc. ALL GRANT FUNDS WERE PAID TO MERCY CORPS, BY ROCKEFELLER PHILANTHROPY ADVISORS, INC., FOR FURTHERANCE OF MERCY CORPS' MISSION. 0 1 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. Lever for Change met a minimum of once per month with Rockefeller Philanthropy Advisors, Inc. staff to ensure grant funds were spent according to the grant agreement. The results of the grant competition, led by Rockefeller Philanthropy Advisors, Inc., were public and widely distributed. true false false false false false false false false CECILIA CONRAD CHIEF EXECUTIVE OFFICER 318240 79560 0 0 44186 11046 0 0 0 0 362426 90606 0 0 JOSHUA MINTZ SECRETARY 41664 479136 0 0 8324 95720 0 0 0 0 49988 574856 0 0 TRISHA POMERENK TREASURER 31334 125336 0 0 0 0 0 0 0 0 31334 125336 0 0 BRADFORD BALLAST CHIEF OF OPERATIONS 178500 0 0 0 15941 0 0 0 0 0 194441 0 0 0 DANA RICE VICE PRESIDENT, PHILANTHROPY 229500 0 0 0 8091 0 0 0 0 0 237591 0 0 0 KEVIN DOHERTY FORMER TREASURER 0 170600 0 0 0 0 0 0 0 0 0 170600 0 0 Schedule J, Part I, Line 4a Severance or change-of-control payment KEVIN DOHERTY, FORMER TREASURER OF LEVER FOR CHANGE, RESIGNED FROM MACARTHUR FOUNDATION AND AS TREASURER OF LEVER FOR CHANGE EFFECTIVE 12/31/2019. THE AMOUNTS LISTED IN PART II, SECTION B, WERE THE FINAL PAYMENTS RECEIVED BY KEVIN DOHERTY AS PART OF A MUTUAL SEPARATION AGREEMENT WITH MACARTHUR FOUNDATION. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons CECILIA CONRAD AND JOSHUA MINTZ - Business relationship Form 990, Part VI, Line 6 Classes of members or stockholders UNDER THE BYLAWS OF THE CORPORATION, THE MACARTHUR FOUNDATION AS THE SOLE MEMBER HAS THE RIGHT TO APPOINT THE DIRECTORS OF THE CORPORATION. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body OTHER THAN THE MEMBER'S RIGHT TO APPOINT THE DIRECTORS OF THE CORPORATION, NO PARTY, OTHER THAN THE CORPORATION'S BOARD OF DIRECTORS, HAS ANY RIGHTS REFERENCED ABOVE. Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing body THE ORGANIZATION DOES NOT HAVE COMMITTEES DUE TO THE SMALL NUMBER OF DIRECTORS. Form 990, Part VI, Line 11b Review of form 990 by governing body THE ORGANIZATION'S FORM 990 (AND RELATED SCHEDULES) IS PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY PRIOR TO FILING. Form 990, Part VI, Line 12c Conflict of interest policy THE ORGANIZATION'S CONFLICT OF INTEREST POLICY REQUIRES DIRECTORS AND CORPORATE OFFICERS TO DISCLOSE INTERESTS IN ANY ENTITY WITH WHICH THE ORGANIZATION PROPOSES TO DO BUSINESS. THE ORGANIZATION ALSO REQUESTS FROM EACH DIRECTOR A LIST OF ANY ENTITIES WITH WHICH THEY MAY BE AFFILIATED SO POTENTIAL CONFLICTS CAN BE IDENTIFIED. IN ALL TRANSACTIONS INVOLVING A CONFLICT OF INTEREST, A DISINTERESTED DECISION-MAKER (THE BOARD, THE PRESIDENT, OR A DISINTERESTED BOARD MEMBER AS THE CASE MAY BE) WILL DETERMINE WHETHER PROCEEDING WITH THE TRANSACTION IS IN THE BEST INTERESTS OF LEVER FOR CHANGE AFTER CONSIDERING ALL THE FACTS AND CIRCUMSTANCES. DIRECTORS, OFFICERS AND STAFF, WHO HAVE A CONFLICT OF INTEREST REGARDING A PROPOSED TRANSACTION WILL NOT VOTE ON OR APPROVE THE TRANSACTION. IN ADDITION, A STAFF MEMBER OR OFFICER WILL NOT WORK ON THE TRANSACTION WHERE THE CONFLICT IS PRESENT AND, UNLESS ASKED BY A DIRECTOR OR THE PRESIDENT, SHOULD NOT PARTICIPATE IN FORMAL OR INFORMAL DISCUSSIONS OF SUCH TRANSACTION. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE OVERALL COMPENSATION OF THE CHIEF EXECUTIVE OFFICER AND THE SECRETARY OF LEVER FOR CHANGE PAID BY MACARTHUR FOUNDATION ARE BASED UPON AN ANNUAL DETERMINATION BY MACARTHUR FOUNDATION'S BUDGET AND COMPENSATION COMMITTEE. UNDER THE SERVICES AGREEMENT BETWEEN MACARTHUR FOUNDATION AND LEVER FOR CHANGE, THE TIME SPENT BY THESE OFFICERS ON LEVER FOR CHANGE MATTERS ARE CHARGED TO LEVER FOR CHANGE AND LEVER FOR CHANGE REIMBURSES THE MACARTHUR FOUNDATION. COMPENSATION FOR THESE OFFICERS IS BASED UPON DATA OF COMPARABLE ORGANIZATIONS AND IS CONTEMPORANEOUSLY DOCUMENTED. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE UPON REQUEST. Form 990, Part VII, Section A, Line 1a LEVER FOR CHANGE HAS ENTERED INTO AN ADMINISTRATIVE SERVICES AGREEMENT WITH MACARTHUR FOUNDATION. DURING THE TERM OF THIS AGREEMENT, MACARTHUR FOUNDATION WILL PROVIDE ADMINISTRATIVE, FINANCE, ACCOUNTING, LEGAL, HUMAN RESOURCE, PROGRAM MANAGEMENT, CONSULTING AND OTHER SUPPORT, AS NEEDED BY LEVER FOR CHANGE AND REIMBURSED BY LEVER FOR CHANGE. THESE SERVICES ARE PROVIDED BY MACARTHUR FOUNDATION EMPLOYEES AND AMOUNTS LISTED IN PART VII, SECTION A, COLUMN D ARE THE ALLOCABLE SHARE OF THE COMPENSATION AND BENEFITS INCURRED BY LEVER FOR CHANGE FOR SERVICES PROVIDED BY THE INDIVIDUALS LISTED. THE AMOUNTS LISTED IN PART VII, SECTION A, COLUMN E ARE THE ALLOCABLE SHARE OF COMPENSATION AND BENEFITS PAID BY MACARTHUR FOUNDATION TO THE INDIVIDUALS LISTED FOR SERVICES PROVIDED TO MACARTHUR FOUNDATION AND ARE PROVIDED BECAUSE MACARTHUR FOUNDATION IS A RELATED ORGANIZATION IN ACCORDANCE WITH IRS INSTRUCTIONS. ALL INDIVIDUALS WITH REPORTABLE COMPENSATION LISTED IN PART VII ARE EMPLOYEES OF MACARTHUR FOUNDATION. DIRECTORS PROVIDE SERVICES TO LEVER FOR CHANGE ON A VOLUNTEER BASIS AND RECEIVED NO COMPENSATION FOR SERVICES PROVIDED TO LEVER FOR CHANGE. IN ADDITION, THE NUMBER OF VOLUNTEERS LISTED IN PART I, LINE 6 INCLUDES JUDGES THAT PARTICIPATE IN THE COMPETITION ACTIVITIES OF THE ORGANIZATION AND ARE VITAL TO THE ORGANIZATION'S MISSION. THESE VOLUNTEERS ARE NOT REQUIRED TO BE LISTED IN PART VII, SECTION A. Form 990, Part IX, Line 11g Other Fees ADMINISTRATIVE SERVICES - Total Expense: 2787832, Program Service Expense: 1912574, Management and General Expenses: 746309, Fundraising Expenses: 128949; COMMMUNICATIONS SUPPORT - Total Expense: 1127594, Program Service Expense: 1127594, Management and General Expenses: 0, Fundraising Expenses: 0; COMPETITION MANAGEMENT - Total Expense: 1675635, Program Service Expense: 1675635, Management and General Expenses: 0, Fundraising Expenses: 0; COMPETITION TECHNICAL SUPPORT - Total Expense: 1707375, Program Service Expense: 1707375, Management and General Expenses: 0, Fundraising Expenses: 0; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; JOHN D AND CATHERINE T MACARTHUR FOUNDATION 140 South Dearborn St Suite 1200 Chicago IL 60603 237093598 PRIVATE FOUNDATION IL 501(c)(3) PF NA false false false true false false false false false false false true true true true false true false false false