2021-08-06T10:35:50-05:00 2020-12-31 941254756 HOOD & STRONG LLP 275 BATTERY STREET STE 900 SAN FRANCISCO CA 94111 990 2020-01-01 273755556 IDEOORG IDEO 4154267080 444 SPEAR STREET NO 213 SAN FRANCISCO CA 94105 JAMES MCLEAN CFO 4154267080 2021-08-04 1 JAMES MCLEAN 999009999 JACOB YAU P01560332 4157810793 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z JOCELYN WYATT 444 SPEAR STREET NO 213 SAN FRANCISCO CA 94105 17320501 0 X WWW.IDEO.ORG X 2010 CA IDEO.ORG IS A PUBLICLY SUPPORTED CHARITY TO ALLEVIATE POVERTY THROUGH DESIGN. 10 10 61 13 0 0 9011934 7153309 4706865 4903726 77409 152764 0 0 13796208 12209799 603652 366737 0 0 7248596 7081644 0 0 57259 4407006 3322590 12259254 10770971 1536954 1438828 12680406 14991718 754608 1693817 11925798 13297901 X WE DESIGN PRODUCTS AND SERVICES ALONGSIDE ORGANIZATIONS THAT ARE COMMITTED TO CREATING A MORE JUST AND INCLUSIVE WORLD. 0 0 2967898 0 0 GLOBAL HEALTH PRACTICE: OUR GLOBAL HEALTH PRACTICE DESIGNS SOLUTIONS TO IMPROVE THE HEALTH AND WELLBEING OF PEOPLE EVERYWHERE, WITH A FOCUS ON EQUITY. FROM HELPING ADOLESCENT GIRLS TRANSITION INTO THRIVING IN ADULTHOOD, TO ACCESSING SAFE HEALTH MANAGEMENT THAT FEELS GOOD, TO DEVELOPING TWO-GENERATIONAL APPROACHES TO POVERTY ALLEVIATION WE BELIEVE THAT NEW SERVICES, BRANDS, AND BUSINESSES THAT SPEAK DIRECTLY TO THE MOST VULNERABLE WILL SUPPORT THEM IN MAKING INFORMED CHOICES ABOUT THEIR LIVES AND EMPOWER THEM TO TAKE CHARGE OF THEIR FUTURE. TO DATE, THE GLOBAL HEALTH PRACTICE HAS WORKED WITH A VARIETY OF PARTNERS INCLUDING POPULATION SERVICES INTERNATIONAL, WATER.ORG, YALE UNIVERSITY, ICAP, THE ROBERT WOOD JOHNSON FOUNDATION, AND MANY OTHERS TO REACH OVER 500,000 PEOPLE. 2325802 0 0 PROSPERITY PRACTICE: OUR PROSPERITY PRACTICE IS COMMITTED TO DESIGNING A MORE EQUITABLE WORLD WHERE EVERY PERSON HAS ACCESS TO MEANINGFUL ECONOMIC OPPORTUNITIES AND POTENTIAL FOR UPWARD MOBILITY PARTICULARLY FOR GIRLS AND WOMEN. WE DESIGN INNOVATIVE FINANCIAL TOOLS AND SERVICES WITH AND FOR LOW-INCOME COMMUNITIES IN ADDITION TO ADVANCING GENDER TRANSFORMATION THROUGH LEADERSHIP AND COLLECTIVE BUILDING. WE BELIEVE THAT BETTER INFORMATION, EASE OF ACCESS, AND MORE HUMAN-CENTERED PRODUCTS CAN TRANSFORM LIVES AND GIVE PEOPLE THE OPPORTUNITY TO OWN THEIR FINANCIAL FUTURE. WE'RE OUT TO INCREASE SAVINGS, REMOVE BARRIERS TO MOBILE MONEY, DRIVE ENTREPRENEURSHIP AND SUPPORT PEOPLE TO BECOME MORE FINANCIALLY RESILIENT. TO DATE, IDEO.ORG HAS WORKED WITH A RANGE OF GLOBAL PARTNERS THAT HAVE INCLUDED UNILEVER, SAFARI.COM, THE BOMA PROJECT, THE BILL & MELINDA GATES FOUNDATION AND OTHERS. 1558134 0 0 THE EQUITY PRACTICE: OUR EQUITY PRACTICE FOCUSES ON DISRUPTING INTERGENERATIONAL INEQUITY IN HISTORICALLY MARGINALIZED COMMUNITIES BY INVESTING IN GENERATIONAL CHANGE AMONGST FAMILIES IN THE U.S. IN 2020, THE PRACTICE COMPLETED PROJECTS THAT HELPED IMPROVE SERVICE DELIVERY FOR HEALTH AND HUMANS SERVICES ORGANIZATIONS IN DETROIT AND DALLAS, LAUNCHED A NEW PROGRAM TO RE-IMAGINE UNIVERSAL CHILD CARE IN THE UNITED STATES, AND RALLIED TOGETHER A HEALTH EQUITY COLLECTIVE FOCUSED ON PROTOTYPING NEW EQUITABLE HEALTH SERVICES ACROSS THE COUNTRY. 1578428 366737 4903726 TRANSFORMATION PRACTICE: OUR TRANSFORMATION PRACTICE FOCUSES ON DESIGNING SOLUTIONS TO EMERGING DEVELOPMENT AND HUMANITARIAN CHALLENGES, AND WORKING TO EQUIP INSTITUTIONAL PARTNERS WITH THE TOOLS TO TACKLE 21ST CENTURY CHALLENGES. IN 2020, TRANSFORMATION WORKED WITH THE INTER-AMERICAN DEVELOPMENT BANK, UNHCR'S HUMANITARIAN EDUCATION ACCELERATOR, USA FOR UNHCR, WORLD FOOD PROGRAMME, AND ALIGHT, AMONGST OTHER PARTNERS TO DESIGN SOLUTIONS AND EXPERIENCES TO SUPPORT THE POPULATIONS THEY AIM TO SERVE, TAKING INTO ACCOUNT THE CONTEXT OF COVID AND ITS EXACERBATING EFFECTS ON CHALLENGES AROUND THE WORLD.SPECIAL PROJECTS: RESEARCHED OPTIONS TO DEVELOP AND LAUNCH A LAB TO ACCELERATE MODERN CARE SOLUTIONS. 1578428 366737 4903726 8430262 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 1 0 0 0 0 0 0 0 0 1 78 0 1 61 1 0 1 KE 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA NY X JOCELYN WYATT 4154267080 444 SPEAR STREET SUITE 213 SAN FRANCISCO CA 94105 MARTY SCHNEIDER BOARD CHAIR 1.00 X X 0 0 0 ROBERT C PEW SECRETARY 1.00 X X 0 0 0 TIM BROWN SECRETARY (THRU 2/29/20) 1.00 X X 0 0 0 KYLE REIS TREASURER (EFF. 5/20/20) 1.00 X X 0 0 0 JIM BILDNER TREASURER (THRU 2/29/20) 1.00 X X 0 0 0 DEBRA DUNN DIRECTOR 1.00 X 0 0 0 MICHAEL HENDRIX DIRECTOR 1.00 X 0 0 0 SUSAN SCHUMAN DIRECTOR 1.00 X 0 0 0 JANIECE EVANS-PAGE DIRECTOR 1.00 X 0 0 0 PIERRE THIAM DIRECTOR 1.00 X 0 0 0 MIKE PENG DIRECTOR (EFF. 3/1/20) 1.00 X 0 0 0 SANDY SPEICHER DIRECTOR (EFF. 3/1/20) 1.00 X 0 0 0 WHITNEY MORTIMER DIRECTOR (THRU 2/29/20) 1.00 X 0 0 0 JOCELYN WYATT CEO 40.00 X 251980 0 19724 BENJAMIN I CHASE COO 40.00 X 188461 0 9169 JAMES T MCLEAN CFO 40.00 X 164083 0 32221 ADAM REINECK GLOBAL DESIGN DIRECTOR 40.00 X 180817 0 27703 SHALINI UMAPATHY MANAGING DIRECTOR 40.00 X 177694 0 8081 SHAUNA CAREY DIRECTOR OF COMMUNICATIONS 40.00 X 164253 0 13679 CHRISTINE LARKIN MANAGING DIRECTOR 40.00 X 150733 0 20302 MICHELLE KREGER MANAGING DIRECTOR 40.00 X 144058 0 15989 1422079 0 146868 20 0 1 0 IDEO LP 150 FOREST AVENUE PALO ALTO CA 94301 CONSULTING 483061 1 7153309 81364 7153309 DESIGN PROJECT FEES 541900 4797380 4797380 PUBLICATION INCOME 541900 106346 106346 4903726 150109 150109 60653 60653 0 5052704 5050049 2655 2655 2655 12209799 4903726 0 152764 X 80000 80000 286737 286737 665638 511476 149835 4327 5490835 4225079 1230143 35613 142116 109202 31990 924 404106 302673 98886 2547 378949 293054 83425 2470 32493 25176 7112 205 56400 49446 6954 1548972 1357694 190922 356 118156 91489 25919 748 286020 224081 60201 1738 635225 488107 142989 4129 250019 190023 59260 736 22165 2485 19680 21537 16549 4848 140 54170 41624 12194 352 DESIGN PROJECT MATERIAL 176501 131579 42241 2681 STUDIO & TEAM WELFARE 50634 1345 49289 0 PROFESSIONAL DEVELOP 15853 250 15603 0 FX CURRENCY LOSS 3282 212 3070 0 51163 1981 48889 293 10770971 8430262 2283450 57259 3593641 4474193 2257265 1038328 3206239 4136020 1087129 711378 340455 199685 197447 189172 29812 8275 2165865 4423839 12680406 14991718 457599 453805 297009 198135 0 995200 0 46677 754608 1693817 X 3977909 3979108 7947889 9318793 11925798 13297901 12680406 14991718 1438828 -66725 0 X 0 1 X 1 0 X 6641905 7229372 11212986 9011934 7153309 41249506 6641905 7229372 11212986 9011934 7153309 41249506 14060180 27189326 31381 33608 69988 159835 210762 505574 41755080 21998633 0.65120 0.64970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4189 4189 0 5396 5396 0 187862 179587 8275 8275 OBLIGATION FOR FISCAL SPONSORSHIP 46677 46677 X 12225737 -66725 22010 -44715 12270452 -60653 -60653 12209799 10853634 22010 60653 82663 10770971 0 10770971 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, 2020, 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 -60,653. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES RECLASSIFIED TO REVENUE 60,653. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTMAKING 60000 SUB-SAHARAN AFRICA 1 0 GRANTMAKING 226737 1 0 0 0 1 0 286737 0 286737 SUB-SAHARAN AFRICA GRANT TO SUPPORT THE FUTURE OF INNOVATION IN AFRICA THROUGH THE POWER OF DESIGN 166737 BANK TRANSFER SUB-SAHARAN AFRICA GRANT TO SUPPORT DEVELOP AND DEPLOY INNOVATIVE REMOTE LEARNING TOOLS FOR REFUGEES. 60000 BANK TRANSFER EUROPE (INCLUDING ICELAND & GREENLAND) GRANT TO SUPPORT DEVELOP AND DEPLOY INNOVATIVE REMOTE LEARNING TOOLS FOR REFUGEES. 60000 BANK TRANSFER 1 2 1 0 0 0 0 0 PART I, LINE 2: INFORMATION IS GATHERED ON GRANTEES, WHICH INCLUDES ORGANIZATIONAL DETAILS, AUDITED FINANCIAL DOCUMENTS, ARTICLES OF INCORPORATION, WRITTEN RECOMMENDATIONS FROM FORMER COLLABORATING PARTNERS, AS WELL AS A SKYPE CALL WITH THE AMPLIFY TEAM. A WORK PLAN AND BUDGET MUST BE SUBMITTED THAT DETAILS THE ACTIVITIES THAT WINNERS INTEND TO IMPLEMENT DURING THEIR 12-MONTH PILOT PHASE AND THE CORRESPONDING BUDGET FIGURES. GRANTEES SUBMIT WRITTEN DOCUMENTS ON A QUARTERLY BASIS TO PROVIDE AN UPDATE ON THEIR PILOT PROGRESS, SUCCESSES AND CHALLENGES, AND SUPPORT NEEDS THROUGHOUT THE PROJECT PERIOD. TYPICALLY, AN AMPLIFY DESIGNER AND CORE TEAM MEMBER WILL HOLD MONTHLY CALLS WITH EACH GRANTEE TO GATHER STORIES AND UPDATES, AND PROVIDE SUPPORT AND STEWARDSHIP FOR THE PILOT PROCESS. PART III ACCOUNTING METHOD: 1 WHERE ARE THE BLACK DESIGNERS 444 SPEAR STREET SUITE 213 SAN FRANCISCO CA 94105 20000 SUPPORT THEIR INITIATIVE AND PLATFORM FOR BLACK DESIGNERS. AMAL ALLIANCE INC 150 W 58 STREET 9B NEW YORK NY 10019 820618872 501(C)(3) 60000 SUPPORT THE MISSION TO DEVELOP AND DEPLOY INNOVATIVE REMOTE LEARNING TOOLS FOR REFUGEES. 1 1 PART I, LINE 2: THROUGH UNHCR'S HUMANITARIAN EDUCATION ACCELERATOR, IDEO.ORG WORKED TO SELECT AND STEWARD A SET OF GRANTEES INCUBATING SOLUTIONS RELATED TO EXTENDING ACCESS TO EDUCATION DURING THE COVID-19 PANDEMIC. CHALLENGE WINNERS WERE CHOSEN BY A PANEL OF JUDGES INCLUDING REPRESENTATIVES FROM IDEO.ORG AND UNCHR. AFTER BEING CHOSEN AS A WINNER, A DUE DILIGENCE PROCESS WAS INITIATED AND WINNERS CREATED A WORKPLAN AND BUDGET FOR THE PROJECTS THEY SUBMITTED. AFTER THE DUE DILIGENCE PROCESS WAS COMPLETED THE CONTRACT WAS FULLY SIGNED, GRANT FUNDS WERE RELEASED AND MONITORED PERIODICALLY THROUGH REVIEW OF MILESTONE ACHIEVEMENTS, FINANCIAL REPORTING, AND REGULAR CHECK-IN CALLS. X X X X 0 0 0 0 0 0 0 0 0 JOCELYN WYATT CEO 251980 0 0 0 0 0 10698 0 9026 0 271704 0 0 0 BENJAMIN I CHASE COO 188461 0 0 0 0 0 7584 0 1585 0 197630 0 0 0 JAMES T MCLEAN CFO 164083 0 0 0 0 0 7065 0 25156 0 196304 0 0 0 ADAM REINECK GLOBAL DESIGN DIRECTOR 180817 0 0 0 0 0 7633 0 20070 0 208520 0 0 0 SHALINI UMAPATHY MANAGING DIRECTOR 177694 0 0 0 0 0 7269 0 812 0 185775 0 0 0 SHAUNA CAREY DIRECTOR OF COMMUNICATIONS 164253 0 0 0 0 0 6637 0 7042 0 177932 0 0 0 CHRISTINE LARKIN MANAGING DIRECTOR 150733 0 0 0 0 0 6134 0 14168 0 171035 0 0 0 MICHELLE KREGER MANAGING DIRECTOR 144058 0 0 0 0 0 5789 0 10200 0 160047 0 0 0 X 30618 FAIR MARKET VALUE X 1 50746 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS REPRESENTS THE NUMBER OF CONTRIBUTORS, NOT THE NUMBER OF ITEMS CONTRIBUTED. 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 1,775. MANAGEMENT AND GENERAL EXPENSES 250. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,025. DESIGN CONSULTING: PROGRAM SERVICE EXPENSES 1,342,711. MANAGEMENT AND GENERAL EXPENSES 190,672. FUNDRAISING EXPENSES 356. TOTAL EXPENSES 1,533,739. PHOTOGRAPHER: PROGRAM SERVICE EXPENSES 13,208. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,208.