2020-07-14T12:38:55-05:00 2019-12-31 941254756 HOOD & STRONG LLP 275 BATTERY ST STE 900 SAN FRANCISCO CA 94111 990 2019-01-01 273755556 IDEOORG IDEO 4154267080 444 SPEAR STREET NO 213 SAN FRANCISCO CA 94105 JAMES MCLEAN CFO 4154267080 2020-07-13 1 MAGA E KISRIEV P01008919 4157810793 73.202.45.94 2020-07-13 19:53:59 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 C025656BECDDFD3887BB8F0FBE1CE97228DB785C 2019 2020-09-23 17:36:50Z JOCELYN WYATT 444 SPEAR STREET NO 213 SAN FRANCISCO CA 94105 14533467 0 X WWW.IDEO.ORG X 2010 CA IDEO.ORG IS A PUBLICLY SUPPORTED CHARITY TO ALLEVIATE POVERTY THROUGH DESIGN. 10 10 68 11 0 0 11212986 9011934 5354534 4706865 27789 77409 0 0 16595309 13796208 1915450 603652 0 0 6453906 7248596 0 0 44072 3930548 4407006 12299904 12259254 4295405 1536954 11399485 12680406 1010294 754608 10389191 11925798 X TO IMPROVE THE QUALITY OF LIFE OF POOR AND VULNERABLE COMMUNITIES THROUGH THE DESIGN OF SOLUTIONS THAT PUT PEOPLE FIRST. 0 0 2938390 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. WE DESIGN INNOVATIVE FINANCIAL TOOLS AND SERVICES WITH AND FOR LOW-INCOME COMMUNITIES. 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 ARE OUT TO INCREASE SAVINGS, REMOVE BARRIERS TO CREDIT, DRIVE ENTREPRENEURSHIP AND HELP PEOPLE BECOME MORE FINANCIALLY RESILIENT. TO DATE, IDEO.ORG HAS WORKED WITH PARTNERS TO BRING 9 NEW FINANCIAL HEALTH SOLUTIONS TO MARKET, REACHING MORE THAN 689K MILLION INDIVIDUALS. 2735704 0 0 GLOBAL HEALTH PRACTICE: IDEO.ORG'S GLOBAL HEALTH PRACTICE DESIGN 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 INCLUDED POPULATION SERVICES INTERNATIONAL, WATER.ORG, YALE UNIVERSITY, AND MANY OTHERS TO REACH OVER 500,000 PEOPLE. 1303859 0 0 THE EQUITY PRACTICE: IN 2019, THE PRACTICE COMPLETED PROJECTS THAT HELPED INCREASE UPTAKE OF FEDERAL BENEFITS, IMPROVE HEALTHCARE DELIVERY IN UNDERSERVED COMMUNITIES, IDENTIFY WAYS OF BOOSTING A SENSE OF BELONGING IN TRADITIONALLY OPPRESSED COMMUNITIES, AND DEVELOP NEW PROGRAMS THAT CAN HELP FAMILIES IN NEW YORK CITY ACHIEVE LASTING ECONOMIC MOBILITY. 2869810 603652 4706865 TRANSFORMATION PRACTICE - THE 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 2019, TRANSFORMATION WORKED WITH THE INTER-AMERICAN DEVELOPMENT BANK, UNICEF, ROCKEFELLER, OMIDYAR NETWORK AMONGST OTHER PARTNERS TO DESIGN FUTURE-FACING SOLUTIONS AND EXPERIENCES TO SUPPORT THE POPULATIONS THEY AIM TO SERVE.THE AMPLIFY PROGRAM WAS A 6-YEAR PROGRAM WITH A SERIES OF EIGHT OPEN, ONLINE CHALLENGES AIMED AT TRANSFORMING INTERNATIONAL AID THROUGH INCREASED COLLABORATION, FLEXIBLE FUNDING, AND HUMAN-CENTERED DESIGN. FUNDED BY THE UK DEPARTMENT FOR INTERNATIONAL DEVELOPMENT, AMPLIFY SOUGHT TO INSPIRE, IDENTIFY AND SUPPORT INNOVATIVE SOLUTIONS TO ISSUES FACING COMMUNITIES ACROSS THE DEVELOPING WORLD. AMPLIFY COMMITTED NEARLY $5.4 MILLION ACROSS 46 GRANTEES IN 19 COUNTRIES. EARLY PROTOTYPES OF NEW SOLUTIONS CREATED WITH THESE GRANTEES ARE REACHING MORE THAN 1.8 MILLION INDIVIDUALS TO DATE. THE AMPLIFY PROGRAM FINISHED IN JULY 2019.SPECIAL PROJECTS: RESEARCHED OPTIONS TO DEVELOP AND LAUNCH A LAB TO ACCELERATE MODERN CARE SOLUTIONS. 2869810 603652 4706865 9847763 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 61 0 1 68 1 0 1 KE 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 1 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 TIM BROWN SECRETARY 1.00 X X 0 0 0 JIM BILDNER TREASURER 1.00 X X 0 0 0 DEBRA DUNN DIRECTOR 1.00 X 0 0 0 ROBERT C PEW 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 WHITNEY MORTIMER DIRECTOR 1.00 X 0 0 0 JACQUELINE NOVOGRATZ DIRECTOR (THRU 2/28/19) 1.00 X 0 0 0 JOCELYN WYATT CEO 40.00 X 237184 0 17045 JAMES T MCLEAN CFO 40.00 X 169983 0 30817 ADAM REINECK GLOBAL DESIGN DIRECTOR 40.00 X 172450 0 26624 SHALINI UMAPATHY MANAGING DIRECTOR 40.00 X 171682 0 7218 BENJAMIN I CHASE MANAGING DIRECTOR 40.00 X 160906 0 7489 JESSICA BLADES MANAGING DIRECTOR 40.00 X 142801 0 19558 SHAUNA CAREY DIRECTOR OF COMMUNICATIONS 40.00 X 145840 0 11816 1200846 0 120567 18 0 1 0 IDEO LP 150 FOREST AVENUE PALO ALTO CA 94301 CONSULTING 331690 1 1127456 7884478 9011934 DESIGN PROJECT FEES 541900 4545518 4545518 PUBLICATION INCOME 541900 161347 161347 4706865 77722 77722 82113 82113 0 654833 655146 -313 -313 -313 13796208 4706865 0 77409 X 132282 132282 471370 471370 455028 358699 94236 2093 5898018 4649457 1221437 27124 163607 128973 33882 752 328311 258810 67991 1510 403632 318186 83589 1857 47491 37438 9836 217 39150 30862 8108 180 1644344 1421535 222809 154346 65055 88928 363 345935 281690 63002 1243 576923 462138 112313 2472 1080330 879592 196164 4574 16602 13088 3438 76 35219 27764 7294 161 66474 52404 13767 303 DESIGN PROJECT MATERIAL 182599 143943 37816 840 TAXES AND FEES 96397 27000 69397 BAD DEBT 18391 18391 FX CURRENCY LOSS 15266 12148 3118 87539 56938 30294 307 12259254 9847763 2367419 44072 5063499 3593641 2030351 2257265 2329024 3206239 1741962 1087129 169618 340455 197447 167635 65031 29812 2165865 11399485 12680406 245270 457599 765024 297009 1010294 754608 X 3976103 3977909 6413088 7947889 10389191 11925798 11399485 12680406 1536954 -347 0 X 0 1 X 1 0 X 10348478 6641905 7229372 11212986 9011934 44444675 10348478 6641905 7229372 11212986 9011934 44444675 15347149 29097526 49657 31381 33608 69988 159835 344469 44789144 18915973 0.64970 0.67120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4189 4189 0 5396 3747 1649 187862 159699 28163 29812 X 13877974 -347 -347 13878321 -82113 -82113 13796208 12341367 82113 82113 12259254 0 12259254 PART X, LINE 2: THE ORGANIZATION, AS DESCRIBED IN SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE, IS EXEMPT FROM INCOME TAXES ON RELATED INCOME UNDER PROVISIONS OF THE U.S. INTERNAL REVENUE CODE AND CALIFORNIA TAX CODE. THE ORGANIZATION FOLLOWS THE GUIDELINES OF THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ASC TOPIC 740 FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. AS OF DECEMBER 31, 2019, 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 -82,113. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES RECLASSIFIED TO REVENUE 82,113. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTMAKING 137932 SOUTH ASIA 0 0 GRANTMAKING 94377 SUB-SAHARAN AFRICA 1 0 GRANTMAKING 176061 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTMAKING 63000 SUB-SAHARAN AFRICA 1 0 PROGRAM SERVICES DESIGN SERVICES 135479 2 0 0 0 2 0 606849 0 606849 SUB-SAHARAN AFRICA GRANT TO SUPPORT THE FUTURE OF INNOVATION IN AFRICA THROUGH THE POWER OF DESIGN 45000 BANK TRANSFER SOUTH ASIA GRANT SUPPORT FOR THE PROVISION OF SRH SERVICES TO WOMEN & ADOLESCENT GIRLS USING REAL-TIME TECHNOLOGY. (SEHAT KAHANI) 45906 BANK TRANSFER SUB-SAHARAN AFRICA GRANT SUPPORT FOR THE DEVELOPMENT AND IMPLEMENTATION OF AN SMS-BASED CHATBOT THAT FACILITATES TRADES BETWEEN SMALLHOLDER FARMS AND BUYERS 30000 BANK TRANSFER EUROPE (INCLUDING ICELAND & GREENLAND) GRANT TO DEVELOP A TOOLBOX TO ASSIST EMPLOYERS IN CREATING WORKSPACES, TOOLS AND METHODS THAT ARE ACCESSIBLE FOR PERSONS WITH DISABILITIES. 56914 BANK TRANSFER SUB-SAHARAN AFRICA GRANT TO JANGU TO PROVIDE EMERGENCY SEXUAL EDUCATION VIA A MOBILE PLATFORM FOR REFUGEES 22465 BANK TRANSFER SOUTH ASIA GRANT TO SUPPORT THE DEVELOPMENT OF A MOBILE INFORMATIONAL SERVICE THAT LINKS WOMEN TO HEALTH SERVICES IN POST-DISASTER ENVIRONMENTS. 48471 BANK TRANSFER SUB-SAHARAN AFRICA GRANT TO ENGAGING MEN & BOYS IN ENDING GBV IN KIBERA, KENYA 23398 BANK TRANSFER SUB-SAHARAN AFRICA GRANT SUPPORT FOR EMPOWERING DEAF YOUNG PEOPLE TO ACCESS SEXUAL HEALTH INFORMATION AND LEAD HEALTHY LIVES. 55198 BANK TRANSFER MIDDLE EAST AND NORTH AFRICA GRANT SUPPORT FOR WE LOVE READINGCREATING A SCALABLE SYSTEM FOR THE EXPANSION OF GROUP READ-ALOUD CIRCLES FOR REFUGEE CHILDREN 63000 BANK TRANSFER EUROPE (INCLUDING ICELAND & GREENLAND) GRANT SUPPORT FOR A DELIVERY-ON-DEMAND APP TO IMPROVE ACCESS TO MOBILE REPRODUCTIVE HEALTH SERVICES FOR CONFLICT-AFFECTED WOMEN 81018 BANK TRANSFER 7 3 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 IPAS PO BOX 9990 CHAPEL HILL NC 27515 561071085 501(C)(3) 80000 GRANT FOR ENABLING COMMUNITY SUPPORT AND ACCESS TO MENSTRUAL REGULATION FOR ROHINGYA REFUGEES IN BANGLADESH. MERCY CORPS 45 SW ANKENY ST PORTLAND OR 97204 911148123 501(C)(3) 46282 GRANT FOR CREATING A PEER-LED PROGRAM FOR PUBERTY EDUCATION FOR ADOLESCENT GIRLS IN ZAATARI REFUGEE CAMP. 2 0 PART I, LINE 2: IDEO.ORG WITH DFID DEVELOP A CHALLENGE THAT THEY WISH TO SOLVE FOR. ORGANIZATIONS PROPOSE IDEAS/PROJECTS TO IDEO.ORG THROUGH A CROWDSOURCING PLATFORM THAT ARE RELATED TO THE CHALLENGE. CHALLENGE WINNERS ARE CHOSEN BY IDEO.ORG. AFTER BEING CHOSEN AS A WINNER, A DUE DILIGENCE PROCESS IS INITIATED AND WINNERS PREPARE A GRANT PROPOSAL FOR THE PROJECTS THEY SUBMITTED. AFTER THE DUE DILIGENCE PROCESS IS COMPLETED AND THE PROPOSAL IS EXECUTED, GRANT FUNDS ARE RELEASED AND MONITORED PERIODICALLY THROUGH REVIEW OF MILESTONE ACHIEVEMENT AND FINANCIAL REPORTING. X X X X 0 0 0 0 0 0 0 0 0 JOCELYN WYATT CEO 237184 0 0 0 0 0 10091 0 6954 0 254229 0 0 0 JAMES T MCLEAN CFO 169983 0 0 0 0 0 7591 0 23226 0 200800 0 0 0 ADAM REINECK GLOBAL DESIGN DIRECTOR 172450 0 0 0 0 0 7616 0 19008 0 199074 0 0 0 SHALINI UMAPATHY MANAGING DIRECTOR 171682 0 0 0 0 0 7218 0 0 0 178900 0 0 0 BENJAMIN I CHASE MANAGING DIRECTOR 160906 0 0 0 0 0 6780 0 709 0 168395 0 0 0 JESSICA BLADES MANAGING DIRECTOR 142801 0 0 0 0 0 5523 0 14035 0 162359 0 0 0 SHAUNA CAREY DIRECTOR OF COMMUNICATIONS 145840 0 0 0 0 0 6140 0 5676 0 157656 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION AMENDED ITS BYLAWS TO REFLECT THE FOLLOWING CHANGES: 1. BOARD COMPOSITION - OUR PREVIOUS BYLAWS ONLY MADE STIPULATIONS AROUND IDEO DIRECTORS NOT MAKING UP MORE THAN 49%. OUR UPDATED BYLAWS NOW INCLUDE KYU DIRECTORS TO BE INCLUDED AS PART OF THIS 49% DUE TO THE BUSINESS RELATIONSHIP BETWEEN IDEO AND KYU 2. BOARD SIZE - WE INCREASED MAXIMUM FROM 11 TO 15 3. OFFICERS - WE UPDATED BYLAWS TO INCLUDE BOTH CEO AND CFO AS OFFICERS 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 7,245. MANAGEMENT AND GENERAL EXPENSES 1,136. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,381. DESIGN CONSULTING: PROGRAM SERVICE EXPENSES 1,414,290. MANAGEMENT AND GENERAL EXPENSES 221,673. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,635,963.