2021-11-02T14:50:45-05:00 2021-06-30 043000523 O'CONNOR & DREW PC 25 BRAINTREE HILL OFC PK SUITE 102 BRAINTREE MA 02184 990 2020-07-01 411322686 INFACT DBA CORPORATE ACCOUNTABILITY INFA 6176952525 10 MILK STREET SUITE 610 BOSTON MA 02108 PATRICIA LYNN EXECUTIVE DIRECTOR 6176952525 2021-10-28 1 PATRICIA LYNN XXX-XX-XXXX DAVID A DIIULIS P00303577 6174711120 2021-10-14 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z PATRICIA LYNN 10 MILK STREET SUITE 610 BOSTON MA 02108 9144013 0 X CORPORATEACCOUNTABILITY.ORG X 1978 MN THE ORGANIZATION AND ITS MEMBERS WORK TOGETHER TO BUILD A SUSTAINABLE WORLD. 9 8 51 17 0 0 7245370 9141462 0 0 13135 2551 0 0 7258505 9144013 518077 616845 0 0 4047010 4772298 22313 17400 376995 2460351 1903203 7047751 7309746 210754 1834267 4996810 6798642 1894829 1862394 3101981 4936248 EDUCATING PEOPLE ABOUT THE DANGERS OF LIFE-THREATENING MISCONDUCT BY TRANSNATIONAL CORPORATIONS IN SUPPORT OF DEMOCRATIC INSTITUTIONS AND A JUST SOCIETY. 0 0 6629509 616845 0 SINCE 1977 CORPORATE ACCOUNTABILITY AND ITS MEMBERS HAVE WORKED TOGETHER TO BUILD A SUSTAINABLE WORLD. THE ORGANIZATION RUNS ITS PUBLIC EDUCATION CAMPAIGNS TO CURB CORPORATE ABUSE AND TO PROTECT PUBLIC HEALTH AND THE ENVIRONMENT WHILE STRENGTHENING DEMOCRATIC INSTITUTIONS. 6629509 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 20 0 1 51 1 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AZ AR CA CO CT FL GA HI IL IN KS KY ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X X X PATRICIA LYNN 6176952525 10 MILK STREET SUITE 610 BOSTON MA 02108 PATRICIA LYNN EXECUTIVE DIR,ASSISTANT SE 40.00 X X 123645 0 10220 SARAH HODGDON CHAIR 3.00 X X 0 0 0 AKINBODE OLUWAFEMI VICE-CHAIR 3.00 X X 0 0 0 WENDY FASSETT TREASURER 3.00 X X 0 0 0 PAIGE KIRSTEIN SECRETARY 3.00 X X 0 0 0 MARTHA NEWELL MEMBER 3.00 X 0 0 0 VRINDA MANGLIK MEMBER 3.00 X 0 0 0 BOBBY RAMAKANT MEMBER 3.00 X 0 0 0 TERRY WINOGRAD MEMBER 3.00 X 0 0 0 123645 0 10220 1 0 0 0 MAL WARWICK ASSOCIATES 2550 NINTH STREET BERKELEY CA 94710 OUTREACH/EDUCATION/DIRECT MAIL 503438 1 1400500 7740962 1535019 9141462 2551 2551 9144013 0 0 2551 39200 39200 577645 577645 133865 122124 5504 6237 3805615 3410827 156458 238330 73322 66891 3014 3417 456286 416266 18759 21261 303210 267561 16007 19642 27447 27447 10000 10000 2842 2842 17400 17400 556273 523011 186 33076 6955 6955 15971 15721 107 143 85532 82667 1146 1719 630330 586659 18716 24955 4573 2295 2278 119975 113745 331 5899 24759 24759 15839 15839 MEDIA AND EDUCATION 299434 299434 BANK AND CREDIT CARD CH 58149 58149 PUBLICATIONS 19778 17235 20 2523 EQUIPMENT & MAINTENANCE 17639 17620 8 11 7707 7525 78 104 7309746 6629509 303242 376995 2353735 3623330 2350623 2966173 229761 171207 525875 487943 62691 37932 4996810 6798642 233595 216349 258506 245545 1402728 1400500 1894829 1862394 X 2427308 4198613 674673 737635 3101981 4936248 4996810 6798642 1834267 0 X X 0 1 X 1 0 X 6303288 6447195 7025480 7245370 7740962 34762295 6303288 6447195 7025480 7245370 7740962 34762295 6063674 28698621 7 988 13135 2551 16681 8679 8679 34787655 8687 0.82500 0.85910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1152 1689 2841 7306905 7309746 515487 128872 0 0 469281 483599 502388 515487 1970755 2956133 2386 9923 4200 2841 19350 117320 120900 125597 128872 492689 739034 1579 5619 2762 1152 11112 SCHEDULE C, PART I-A, LINE 1 THE ORGANIZATION FROM TIME TO TIME MAY CONTACT LEGISLATORS WITH RESPECT TO PROPOSED LAWS THAT IMPACT TRANSPARENCY WITH RESPECT TO CORPORATE DISCLOSURE. 169958 155159 14799 355917 332784 23133 37932 X 9144013 0 9144013 0 9144013 7309746 0 7309746 0 7309746 PART X, LINE 2: GENERALLY ACCEPTED ACCOUNTING PRINCIPLES PRACTICED IN THE UNITED STATES OF AMERICA REQUIRE AN ENTITY TO ASSESS THE PROBABILITY THAT A TAX POSITION HAS A MORE LIKELY THAN NOT (MLTN) SUSTAINABILITY AFTER REVIEW BY TAX AUTHORITIES. IF A TAX POSITION IS DEEMED NOT TO MEET THIS THRESHOLD, ANY UNRECOGNIZED TAX BENEFITS AND COSTS ARE ESTIMATED AND RECOGNIZED. INTEREST AND PENALTIES, IF ANY, RELATED TO ASSESSMENTS BY TAX AUTHORITIES WILL BE CLASSIFIED AS A COMPONENT OF INTEREST EXPENSE AND OTHER EXPENSE, RESPECTIVELY, IN THE STATEMENT OF ACTIVITIES. A TAX POSITION MAY BE CONSIDERED AS TAKEN ANY TIME A TAXPAYER CHOOSES AMONGST ALTERNATIVES THAT AFFECT THE AMOUNT OF THEIR TAX OBLIGATIONS AND INCLUDE FOR EXAMPLE: TAX EXEMPT STATUS; STATUS AS A PASS-THROUGH ENTITY (S CORPORATIONS); DECISIONS MADE IN THE PROCESS OF CONFORMING WITH TAX LAWS; DECISIONS NOT TO FILE IN CERTAIN JURISDICTIONS; ALLOCATION OF INCOME BETWEEN JURISDICTIONS AND THE CHARACTERIZATION OF INCOME OR EXPENSES. TAX RETURNS ARE ROUTINELY OPEN FOR REVIEW BY THE TAX AUTHORITIES FOR THREE YEARS FROM THEIR DUE DATE. IN CERTAIN CIRCUMSTANCES THE STATUTE OF LIMITATIONS MAY REMAIN OPEN INDEFINITELY. THE ORGANIZATION HAS BEEN NOTIFIED BY THE INTERNAL REVENUE SERVICE THAT IT MEETS THE QUALIFICATIONS TO BE CLASSIFIED AS A TAX EXEMPT ENTITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. SINCE THE CONTINUANCE OF THIS STATUS IS BASED UPON CONTINUING QUALIFICATION, THE ORGANIZATION HAS IDENTIFIED THIS AS A TAX POSITION. HOWEVER, IT HAS DETERMINED THAT THIS TAX POSITION MEETS MLTN SUSTAINABILITY AND DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE ORGANIZATION HAS ALSO BEEN CLASSIFIED AS AN ENTITY THAT IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF 509(A) AND QUALIFIES FOR DEDUCTIBLE CONTRIBUTIONS AS PROVIDED IN SECTION 170(B)(1)(A)(VI). 1 BRAZIL 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION. PUBLIC EDUCATION CAMPAIGNS TO PROTECT PUBLIC HEALTH 25250 CAMEROON 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION. PUBLIC EDUCATION CAMPAIGNS TO PROTECT PUBLIC HEALTH 500 CHILE 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION. PUBLIC EDUCATION CAMPAIGNS TO PROTECT PUBLIC HEALTH 7500 COLOMBIA 1 2 PROGRAM SERVICESGRANTS TO RECIPIENTS LOCATED IN THE REGION. PUBLIC EDUCATION CAMPAIGNS TO PROTECT PUBLIC HEALTH 69500 DOMINICAN REPUBLIC 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION. PUBLIC EDUCATION CAMPAIGNS TO PROTECT PUBLIC HEALTH 8000 ECUADOR 0 1 PROGRAM SERVICESGRANTS TO RECIPIENTS LOCATED IN THE REGION. PUBLIC EDUCATION CAMPAIGNS TO PROTECT PUBLIC HEALTH 91316 EL SALVADOR 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION. PUBLIC EDUCATION CAMPAIGNS TO PROTECT PUBLIC HEALTH 5000 GERMANY 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION. PUBLIC EDUCATION CAMPAIGNS TO PROTECT PUBLIC HEALTH 3000 GHANA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION. PUBLIC EDUCATION CAMPAIGNS TO PROTECT PUBLIC HEALTH 500 HONDURAS 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION. PUBLIC EDUCATION CAMPAIGNS TO PROTECT PUBLIC HEALTH 5000 MALAYSIA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION. PUBLIC EDUCATION CAMPAIGNS TO PROTECT PUBLIC HEALTH 5500 NETHERLANDS 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION. PUBLIC EDUCATION CAMPAIGNS TO PROTECT PUBLIC HEALTH 5000 NICARAGUA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION. PUBLIC EDUCATION CAMPAIGNS TO PROTECT PUBLIC HEALTH 5000 NIGERIA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION. PUBLIC EDUCATION CAMPAIGNS TO PROTECT PUBLIC HEALTH 343807 PHILIPPINES 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION. PUBLIC EDUCATION CAMPAIGNS TO PROTECT PUBLIC HEALTH 172500 SWITZERLAND 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION. PUBLIC EDUCATION CAMPAIGNS TO PROTECT PUBLIC HEALTH 3000 TOGO 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION. PUBLIC EDUCATION CAMPAIGNS TO PROTECT PUBLIC HEALTH 500 UGANDA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION. PUBLIC EDUCATION CAMPAIGNS TO PROTECT PUBLIC HEALTH 3500 VENEZUELA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION. PUBLIC EDUCATION CAMPAIGNS TO PROTECT PUBLIC HEALTH 5000 UNITED KINGDOM 0 1 PROGRAM SERVICES PUBLIC EDUCATION CAMPAIGNS TO PROTECT PUBLIC HEALTH 82500 1 3 0 1 1 4 210066 631807 841873 NIGERIA TO SUPPORT WATER CAMPAIGN IN LAGOS, NIGERIA 343807 WIRE TRANSFER PHILLIPINES TO SUPPORT CLIMATE CHANGE AND CLEAN ENERGY CAMPAIGNS IN ASIA 172500 WIRE TRANSFER COLOMBIA TO SUPPORT TABACO CAMPAIGN IN COLOMBIA. 5500 WIRE TRANSFER MALAYSIA TO SUPPORT THE CLIMATE CHANGE CAMPAIGN 5500 WIRE TRANSFER ECUADOR TO SUPPORT TOBACCO CAMPAIGN IN ECUADOR. 16000 WIRE TRANSFER CHILE GRANTS TO RECIPIENTS LOCATED IN THE REGION 7500 WIRE TRANSFER BRAZIL GRANTS TO RECIPIENTS LOCATED IN THE REGION 25250 WIRE TRANSFER DOMINICAN REPUBLIC GRANTS TO RECIPIENTS LOCATED IN THE REGION 8000 WIRE TRANSFER 1 0 0 0 0 0 0 PART I, LINE 2: THE ORGANIZATION CONDUCTS OPERATIONS OUTSIDE THE UNITED STATES IN TWO FORMS: (1) THE OPERATION OF A COLOMBIA OFFICE AND (2) GRANTS PROVIDED TO FOREIGN ORGANIZATIONS. THE ORGANIZATION HAS INTERNAL PROCEDURES IN PLACE TO MONITOR FUNDS EXPENDED BY THE COLOMBIA OFFICE AND GRANT FUNDS PROVIDED TO FOREIGN ORGANIZATIONS. MANAGEMENT OF THE ORGANIZATION APPROVES AND REVIEWS SUPPORTING DOCUMENTATION FOR ALL COLOMBIA OFFICE EXPENDITURES. THE ORGANIZATION'S MANAGEMENT CONTINUOUSLY MONITORS FOREIGN ORGANIZATIONS RECEIVING GRANTS AND REQUIRES FINANCIAL REPORTINGS TO SUBSTANTIATE THE UTILIZATION OF GRANT FUNDS; THE ORGANIZATION ALSO RESERVES THE RIGHT TO REQUEST SUPPORTING DOCUMENTATION IN THE EVENT OF QUESTIONED EXPENDITURES. PART I, LINE 3: THE ORGANIZATION CONDUCTS OPERATIONS OUTSIDE THE UNITED STATES IN TWO FORMS: (1) THE OPERATION OF A COLOMBIA OFFICE AND (2) GRANTS PROVIDED TO FOREIGN ORGANIZATIONS. REGARDING THE COLOMBIA OFFICE, THE ORGANIZATION ACCOUNTS FOR EXPENDITURES AS INCURRED. REGARDING GRANTS PROVIDED TO FOREIGN ORGANIZATIONS, THE ORGANIZATION RECORDS EXPENDITURES WHEN THE GRANTS ARE AWARDED AND FUNDS ARE REMITTED TO THE FOREIGN ORGANIZATION. PART III ACCOUNTING METHOD: X X X X X 1 MAL WARWICK ASSOCIATES 2550 NINTH STREET 103 BERKELEY CA 94710 PROSPECTING, DIRECT MAIL 0 49715 17400 32315 49715 17400 32315 1 FLINT RISINGTHE ADVOCACY FUND PO BOX 29229 SAN FRANCISCO MA 94129 943153687 501(C)(3) 39200 TO SUPPORT WATER CAMPAIGN. 1 PART I, LINE 2: THE ORGANIZATION ENDEAVORS TO MONITOR ITS GRANTS TO ENSURE THAT SUCH GRANTS ARE USED FOR PROPER PURPOSES AND NOT OTHERWISE DIVERTED FROM THEIR INTENDED USE. THIS IS ACCOMPLISHED BY REQUESTING RECIPIENT ORGANIZATIONS TO AFFIRM THAT FUNDS MUST BE USED SOLELY IN ACCORDANCE WITH THE GRANT REQUEST AND BUDGET ON WHICH THE GRANT WAS BASED AND THAT ANY FUNDS NOT EXPENDED FOR THE STATED PURPOSE ARE TO BE RETURNED TO THE ORGANIZATION. REPORTS ARE REQUESTED FROM TIME TO TIME AS APPROPRIATE. X 38 1535019 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: THE ORGANIZATION UTILIZES A FINANCIAL SERVICES FIRM TO SELL SECURITIES CONTRIBUTED TO THE ORGANIZATION IN ORDER TO CONVERT THE SECURITIES TO CASH. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE MANAGING DIRECTOR AND THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST FORMS ARE COMPLETED ANNUALLY BY EACH BOARD MEMBER AND ARE REVIEWED BY MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PROCESS FOR TOP OFFICIAL: THE EXECUTIVE DIRECTOR IS EVALUATED ON AN ANNUAL BASIS BY THE ORGANIZATION'S BOARD OF DIRECTORS. COMPENSATION PROCESS FOR KEY EMPLOYEES: COMPENSATION IS BASED ON A SALARY SCALE WHICH IS BASED ON RESPONSIBILITIES, EXPERIENCE, AND PERFORMANCE ON A REGULAR, ONGOING, AND ANNUAL BASIS. THE SCALE WAS APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.