2020-11-16T06:38:30-06:00 2019-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2019-01-01 271678009 BEHAVIORAL IDEAS LAB INC BEHA 6463305700 80 BROAD STREET NO 30 FL NEW YORK NY 10004 STANLEY LAU DIR. OF FINANCE & ACCOUNTING 6463305700 2020-11-16 1 RICHARD J LOCASTRO CPA P00288314 3019519090 75.103.231.202 2020-11-16 07:38:23 ES P 76FA70CE0153400BA58E161A6CDE45BE1458D652 78B839CC5608C8DA8CE3DE8F7F19080C5322BFB1 2019 2021-01-29 14:40:06Z IDEAS42 JOSHUA WRIGHT 80 BROAD STREET NO 30 FL NEW YORK NY 10004 17354048 0 X WWW.IDEAS42.ORG X 2010 MA SEE PART III, LINE 1. 10 8 187 8 0 0 18437537 13508919 1211516 2804629 57175 36175 0 0 19706228 16349723 374893 148054 0 0 10650452 13568350 0 210000 210000 4926319 5013380 15951664 18939784 3754564 -2590061 15728294 13919146 2571062 3337674 13157232 10581472 BEHAVIORAL IDEAS LAB, INC., ALSO KNOWN AS IDEAS42, IS ORGANIZED AND OPERATED TO ADVANCE BEHAVIORAL SCIENCE AND TO IMPROVE THE EFFECTIVENESS OF PUBLIC AND PRIVATE SECTOR POLICIES AND PROGRAMS IN THE UNITED STATES AND ABROAD. 0 0 14619589 148054 2804629 IDEAS42 IS: EDUCATING LEADERS AND DECISION MAKERS IN GOVERNMENT, BUSINESS, PHILANTHROPY AND THE NON-PROFIT SECTOR, IN THE POWER OF BEHAVIORAL SCIENCE THINKING AND HOW TO APPLY IT IN THE REAL WORLD FOR SOCIAL GOOD; ASSISTING PARTNERS IN APPLYING BEHAVIORAL SCIENCE TO CREATE INNOVATIVE SOLUTIONS WHICH IMPROVE EXISTING PROGRAMS, POLICIES, OR PRODUCTS THAT HAVE A SOCIAL GOOD OBJECTIVE; AND USING BEHAVIORAL INSIGHTS TO INVENT NEW PRODUCTS, VENTURES, OR PROGRAMS THAT HAVE A SOCIAL GOOD OBJECTIVE. 14619589 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 1 1 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 17 0 1 187 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 8 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 CA IL MA MD NJ NY X STANLEY LAU 6465438772 80 BROAD STREET 30TH FLOOR NEW YORK NY 10004 JOSHUA WRIGHT CHIEF EXECUTIVE DIRECTOR 40.00 X X 209179 0 25741 PIYUSH TANTIA CHIEF INNOVATION OFFICER 40.00 X X 198520 0 19466 ELDAR SHAFIR PRESIDENT/TREASURER 1.00 X X 0 0 0 ANTIONETTE SCHOAR SECRETARY 1.00 X X 0 0 0 DIANA TAYLOR DIRECTOR 1.00 X 0 0 0 GEORGE OVERHOLSER DIRECTOR 1.00 X 0 0 0 LARRY KANTOR DIRECTOR 1.00 X 0 0 0 NIGEL MORRIS DIRECTOR 1.00 X 0 0 0 PAUL BREST DIRECTOR 1.00 X 0 0 0 STACEY HIGHTOWER DIRECTOR 1.00 X 0 0 0 ALISSA FISHBANE MANAGING DIRECTOR 40.00 X 181108 0 12783 ANTHONY BARROWS MANAGING DIRECTOR 40.00 X 144002 0 23601 JANA SMITH MANAGING DIRECTOR 40.00 X 132018 0 12015 JOHN ROBERTSON MANAGING DIRECTOR 40.00 X 181455 0 18322 JOSHUA MARTIN MANAGING DIRECTOR 40.00 X 131672 0 28029 KATHRYN DAVIS MANAGING DIRECTOR 40.00 X 144420 0 17610 MARK EDEN DIRECTOR FINANCE (UNTIL 7/19) 40.00 X 114533 0 17823 MITRA SALASEL DIRECTOR OF COMMUNICATIONS 40.00 X 138641 0 11239 MOLLY HILL PATTEN CHIEF OPERATING OFFICER 40.00 X 191668 0 25185 RACHEL TAYLOR MANAGING DIRECTOR 40.00 X 134473 0 24356 SAUGATO DATTA MANAGING DIRECTOR 40.00 X 181454 0 12787 STANLEY LAU DIR. OF FIN. & ACCT. (FROM 10/19) 40.00 X 25204 0 3034 TAMIKA CUMMINGS GENERAL COUNSEL (FROM 6/19) 40.00 X 71596 0 2688 ALLI YATES-BERG VICE PRESIDENT 40.00 X 109158 0 29344 EMILY ZIMMERMAN VICE PRESIDENT 40.00 X 120569 0 10618 JOHN HARRIS VICE PRESIDENT (UNTIL 11/19) 40.00 X 112747 0 14711 MANASEE DESAI VICE PRESIDENT 40.00 X 108324 0 16228 MATTHEW DARLING VICE PRESIDENT 40.00 X 118100 0 22513 2748841 0 348093 25 0 1 0 0 4100990 9407929 5083 13508919 CONTRACTS 900099 2789766 2789766 CONFERENCE 900099 14863 14863 2804629 37456 37456 1003044 1004325 -1281 -1281 -1281 16349723 2804629 0 36175 148054 148054 2434622 1921940 512682 8338509 6881771 1456738 258699 213456 45243 1656992 1360273 296719 879528 719314 160214 41703 41703 40457 40457 210000 210000 1620332 1492252 128080 214112 66906 147206 256706 9633 247073 875441 345440 530001 947637 857723 89914 69571 67393 2178 121252 121252 31182 31182 PROGRAM SUPPLIES 422708 415998 6710 PAYROLL PROCESSING FEES 132474 115943 16531 STAFF TRAIN. & RECRUIT. 130050 3493 126557 EQUIPMENT 48320 48320 61435 61435 18939784 14619589 4110195 210000 3878182 2637643 7614933 4675380 2897326 5374655 87761 29437 1128242 279142 903688 849100 525 5156 345879 347775 15728294 13919146 688096 764169 1882966 2573505 2571062 3337674 X 4342853 3689074 8814379 6892398 13157232 10581472 15728294 13919146 -2590061 14301 0 X 0 1 X 1 1 1 X 13471886 9292050 9952407 18437537 13508919 64662799 2451 2451 13471886 9292050 9954858 18437537 13508919 64665250 16162827 48502423 10075 37707 40702 53646 37456 179586 64844836 8512047 0.74800 0.73340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 723350 147958 575392 404892 131184 273708 849100 REFUNDABLE ADVANCES 1320721 DEFERRED RENT 677392 TENANT IMPROVEMENT ALLOWANCE 575392 2573505 X 16364024 14301 14301 16349723 0 16349723 18939784 0 18939784 0 18939784 PART X, LINE 2: FOR THE YEARS ENDED DECEMBER 31, 2019 AND 2018, IDEAS42 HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. SUB-SAHARAN AFRICA 0 5 PROGRAM SERVICE ACTIVITIES TO FUND PROJECT EXPANSION, CONSULTANT FEES AND TRAVEL EXPENSES. 5613134 SOUTH ASIA 0 3 PROGRAM SERVICE ACTIVITIES TO FUND PROJECT EXPANSION, CONSULTANT FEES AND TRAVEL EXPENSES. 642211 NORTH AMERICA 0 1 PROGRAM SERVICE ACTIVITIES TO FUND PROJECT EXPANSION, CONSULTANT FEES AND TRAVEL EXPENSES. 563683 SOUTH AMERICA 0 1 PROGRAM SERVICE ACTIVITIES TO FUND PROJECT EXPANSION, CONSULTANT FEES AND TRAVEL EXPENSES. 285637 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICE ACTIVITIES TO FUND PROJECT EXPANSION, CONSULTANT FEES AND TRAVEL EXPENSES. 68977 0 10 0 0 0 10 7173642 0 7173642 0 0 1 0 0 0 PART III ACCOUNTING METHOD: X X X X 1 COMMUNITY COUNSELING SERVICE CO LLC 527 MADISON AVE 5TH FL NEW YORK NY 10022 CASE DEVELOPMENT, VISIONING, LEADERSHIP & BOARD DEVELOPMENT 0 80000 210000 -130000 80000 210000 -130000 CA CT DC IL MD MA NJ NY OH WA 1 MASSACHUSETTS GENERAL HOSPITAL 55 FRUIT STREET BOSTON MA 02114 042697983 501(C)(3) 86668 RESEARCH PARTNER NEW AMERICA 740 15TH STREET NW SUITE 900 WASHINGTON DC 20005 522096845 501(C)(3) 53636 RESEARCH PARTNER DEMOCRACY WORKS INC 4802 S OTHELLO STREET SEATTLE WA 98118 770643932 501(C)(3) 7750 RESEARCH PARTNER 3 0 PART I, LINE 2: IN ASSESSING POTENTIAL SUB-GRANTEES, IDEAS42 EVALUATES: - FIT WITH THE PROJECT IN TERMS OF MISSION AND COMMITMENT TO INNOVATION; - FLEXIBILITY AND CAPACITY TO HELP REFINE THE INTERVENTION DESIGN PROPOSED BY THE IDEAS42; - CAPACITY TO CREATE AND ITERATE PROTOTYPES OF THE DESIGN IN CONCORDANCE WITH THE GOALS OF THE PROJECT; AND - ABILITY TO PASS LEGAL AND OTHER ASSESSMENTS AS REQUIRED BY FUNDERS WE ASK SUB-GRANTEES TO PROVIDE PROJECT REPORTS AT THE SAME FREQUENCY WE ARE REQUIRED TO REPORT TO OUR FUNDERS. IN ADDITION, WE PERIODICALLY CHECK IN WITH SUB-GRANTEES BY CONFERENCE CALL ON THE PROGRESS OF THEIR WORK. X 1 1 X X X 0 0 0 0 0 0 0 0 0 JOSHUA WRIGHT CHIEF EXECUTIVE DIRECTOR 209179 0 0 0 0 0 6494 0 19247 0 234920 0 0 0 PIYUSH TANTIA CHIEF INNOVATION OFFICER 198520 0 0 0 0 0 6201 0 13265 0 217986 0 0 0 ALISSA FISHBANE MANAGING DIRECTOR 181108 0 0 0 0 0 5642 0 7141 0 193891 0 0 0 ANTHONY BARROWS MANAGING DIRECTOR 144002 0 0 0 0 0 4531 0 19070 0 167603 0 0 0 JOHN ROBERTSON MANAGING DIRECTOR 181455 0 0 0 0 0 5642 0 12680 0 199777 0 0 0 JOSHUA MARTIN MANAGING DIRECTOR 131672 0 0 0 0 0 4066 0 23963 0 159701 0 0 0 KATHRYN DAVIS MANAGING DIRECTOR 144420 0 0 0 0 0 4531 0 13079 0 162030 0 0 0 MOLLY HILL PATTEN CHIEF OPERATING OFFICER 191668 0 0 0 0 0 5952 0 19233 0 216853 0 0 0 RACHEL TAYLOR MANAGING DIRECTOR 134473 0 0 0 0 0 4226 0 20130 0 158829 0 0 0 SAUGATO DATTA MANAGING DIRECTOR 181454 0 0 0 0 0 5646 0 7141 0 194241 0 0 0 PART I, LINE 1A FITNESS BENEFITS, WHICH MAY BE USED FOR GYM FEES, ARE PROVIDED TO ALL FULL-TIME STAFF. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY SENIOR MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS AND TRUSTEES ARE REQUIRED TO ANNUALLY DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICT. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON DISCLOSES THE EXISTENCE OF THE FINANCIAL INTEREST AND IS GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE LEAVES THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS DECIDE IF A CONFLICT OF INTEREST EXISTS. PROCEDURES FOR ADDRESSING THE CONFLICT OF INTEREST: A) AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE LEAVES THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. B) THE CHAIR OF THE GOVERNING BOARD OR COMMITTEE, IF APPROPRIATE, APPOINTS A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. C) AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE DETERMINES WHETHER IDEAS42 CAN OBTAIN WITH REASONABLE EFFORTS FROM A DIFFERENT PERSON OR ENTITY A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. D) IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE DETERMINES BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN IDEAS42'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION, IT MAKES ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE THAT A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT INFORMS THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORDS THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD OR COMMITTEE DETERMINES THAT THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT TAKES APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15A SALARY ADJUSTMENTS FOR THE EXECUTIVE DIRECTOR ARE DETERMINED BY THE BOARD OF DIRECTORS IN THE ABSENCE OF THE EXECUTIVE DIRECTOR. THE BOARD MAKES A DETERMINATION BASED ON COMPARATIVE SALARIES FOR SIMILAR-SIZED ORGANIZATIONS AND ON OVERALL PERFORMANCE. COMPARATIVE SALARIES ARE COMPILED BY THE EXECUTIVE COMMITTEE AND ARE SUBMITTED FOR REVIEW TO THE FULL BOARD. THE EXECUTIVE DIRECTOR'S COMPENSATION WAS DELIBERATED BY THE BOARD IN CLOSED SESSION AND THE FINAL DECISION WAS DOCUMENTED IN THE BOARD MINUTES. THE LAST COMPENSATION REVIEW TOOK PLACE IN DECEMBER 2019. THE COMPENSATION OF OTHER OFFICERS IS DETERMINED BY THE EXECUTIVE DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. IDEAS42 CIC 71-75 SHELTON STREET CONVENT GARDE LONDON ENGLAND UK WC2H 9JQ ADVANCE BEHAVIORAL SCIENCE UK IDEAS42 C 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0