2018-05-15T15:56:02-05:00 2017-06-30 410746749 CLIFTONLARSONALLEN LLP 610 W GERMANTOWN PIKE STE 400 PLYMOUTH MEETING PA 19462 990 2016-07-01 462444163 THE CHARACTER LAB INC CHAR 7132081517 3401 MARKET STREET SUITE 202 PHILADELPHIA PA 19104 DONALD KAMENTZ EXECUTIVE DIRECTOR 7132081517 2018-05-15 1 BRUCE BRAUNEWELLCPA P00075336 2156433900 2016 2022-09-23 18:48:47Z X DONALD KAMENTZ 3401 MARKET STREET SUITE 202 PHILADELPHIA PA 19104 1045671 0 X WWW.CHARACTERLAB.ORG X 2012 DE THE CHARACTER LAB, INC'S MISSION IS TO ADVANCE THE SCIENCE AND PRACTICE OF CHARACTER DEVELOPMENT. 6 4 13 6 0 0 1668947 1009110 0 0 7690 5952 207 30609 1676844 1045671 1131175 626780 0 0 1330576 634730 0 0 105790 955717 1452265 3417468 2713775 -1740624 -1668104 10067133 8030033 689524 320528 9377609 7709505 THE CHARACTER LAB, INC'S MISSION IS TO DEVELOP, DISSEMINATE, AND SUPPORT RESEARCH-BASED APPROACHES TO CHARACTER THAT ENABLE KIDS TO LEARN AND FLOURISH. 0 0 2237973 626780 THE ORGANIZATION CO-DESIGNS AND FUNDS RESEARCH ABOUT CHARACTER WITH A K-12 CLASSROOM IN MIND, AND DIRECTLY CONNECTS RESEARCHERS WITH THOSE WHO WORK IN SCHOOLS USING RESEARCH RESULTS. THE ORGANIZATION ALSO PRODUCES AND CURATES PRACTICAL TOOLS FOR TEACHERS AND FAMILIES, AND PARTNERS WITH RESEARCHERS TO SCALE AND REPLICATE THE BEST IDEAS FOR SCHOOLS AND HOMES. 2237973 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 27 0 13 1 0 0 0 0 0 0 0 0 0 0 X 6 4 1 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY AR PA X DONALD KAMENTZ 7132081517 3401 MARKET STREET SUITE 202 PHILADELPHIA PA 19104 FEROZ DEWAN CHAIRMAN 2.00 X X 0 0 0 DAVE LEVIN CO-FOUNDER AND MEMBER 2.00 X X 40000 0 0 DOMINIC AA RANDOLPH CO-FOUNDER AND MEMBER 2.00 X X 40000 0 0 ERICA DEWAN TREASURER 2.00 X X 0 0 0 LUIS VON AHN BOARD MEMBER 2.00 X 0 0 0 JACKIE BEZOS BOARD MEMBER 2.00 X 0 0 0 DONALD KAMENTZ EXECUTIVE DIRECTOR 40.00 X 188000 0 17352 CHAD SPURGEON DIRECTOR OF EDUCATION 40.00 X 26213 0 4189 294213 0 21541 1 0 1 0 0 1009110 1009110 5038 5038 914 0 914 914 914 FEE FOR SERVICE 900099 30609 30609 30609 1045671 0 0 36561 X 507533 507533 119247 119247 364431 267234 97197 199688 161660 38028 7625 6871 754 23622 17983 5639 39364 30548 8816 63781 52098 7789 3894 15250 12457 1862 931 441909 360962 53965 26982 238178 131684 70996 35498 67354 39563 21193 6598 241799 229477 8215 4107 3946 2440 1004 502 147221 106206 27343 13672 159784 146107 9118 4559 4660 2563 1398 699 20471 11259 6141 3071 PROFESSIONAL DEVELOPMEN 47912 32081 10554 5277 2713775 2237973 370012 105790 799393 499272 6168608 5682454 3066090 1842500 26558 4192 14923 13308 6484 1615 10067133 8030033 689524 320528 689524 320528 X 4415003 5227751 4962606 2481754 9377609 7709505 10067133 8030033 -1668104 0 X 0 1 X 1 0 X 6185138 8154957 1668947 1009110 17018152 6185138 8154957 1668947 1009110 17018152 12990159 4027993 859 2417 1876 5038 10190 207 30609 30816 17059158 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14923 13308 1615 1615 X 1045671 0 1045671 0 1045671 2713775 0 2713775 0 2713775 PART X, LINE 2: THE ORGANIZATION IS A NON-PROFIT ENTITY AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. ACCORDINGLY, THERE IS NO PROVISION FOR INCOME TAXES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS OR ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME TAXES. THE ORGANIZATION FOLLOWS THE GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE GUIDANCE CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. THE GUIDANCE FURTHER PRESCRIBES RECOGNITION AND MEASUREMENT OF TAX PROVISIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE APPLICATION OF THIS STANDARD HAD NO IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. 1 THE REGENTS OF THE UNIVERSITY OF CALIFORNIA 200 UNIVERSITY OFFICE BUILDING UNIVERSITY OF CALIFORNIA RIVERSIDE RIVERSIDE CA 92521 956006142 501 (C)(3) 42492 TO FUND CHARACTER RESEARCH UNIVERSITY OF PENNSYLVANIA 600 FRANKLIN BLDG PHILADELPHIA PA 19104 231352685 501 (C)(3) 269416 TO FUND CHARACTER RESEARCH CHARLES AND LYNN SCHUSTERMAN FAMILY FOUNDATION 110 WEST 7TH STREET TULSA OK 74119 731312965 501 (C)(3) 44000 TO FUND CHARACTER RESEARCH WALTON FAMILY FOUNDATION PO BOX 2030 BENTONVILLE AR 72712 133441466 501 (C)(3) 151625 TO FUND CHARACTER RESEARCH 4 RESEARCH GRANTS AND HONORARIA 4 119247 PART I, LINE 2: THE CHARACTER LAB, INC CO-DESIGNS AND FUNDS RESEARCH ABOUT CHARACTER WITH A K-12 CLASSROOM IN MIND, AND DIRECTLY CONNECTS RESEARCHERS WITH THOSE WHO WORK IN SCHOOLS. THE CHARACTER LAB, INC KEEPS DETAILS OF THE GRANTS GIVEN AND MONITORS THE USE OF THE FUNDS BY THE RECIPIENTS. X X X 0 0 0 0 0 0 0 0 0 DONALD KAMENTZ EXECUTIVE DIRECTOR 188000 0 0 0 0 0 8000 0 9352 0 205352 0 0 0 DR ANGELA DUCKWORTH BOARD MEMBER 269416 INDEPENDENT CONTRACTOR ARRANGEMENT UNIVERSITY OF PENNSYLVANIA RECEIVED FUNDS TO CONDUCT RESEARCH FROM THE CHARACTER LAB, INC. 0 FORM 990, PART VI, SECTION A, LINE 2 FEROZ DEWAN AND ERICA DEWAN HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION HAS OUTSOURCED ITS BUSINESS MANAGEMENT SERVICES, INCLUDING FINANCIAL MANAGEMENT AND REPORTING, HUMAN RESOURCES MANAGEMENT AND RECRUITING TO AN OUTSIDE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED BY THE ORGANIZATION'S MANAGER OF FINANCE AND OPERATIONS AS WELL AS THE EXECUTIVE DIRECTOR. PRIOR TO ITS SUBMISSION, THE AUDIT COMMITTEE WAS PROVIDED WITH A COPY OF THE DRAFT FORM 900 PRIOR TO ITS SUBMISSION. THE FORM 990 WAS ALSO PROVIDED TO EACH BOARD MEMBER PRIOR TO FILING WITH IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION CREATED A CONFLICT OF INTEREST POLICY THAT APPLIES TO ITS DIRECTORS, OFFICERS, KEY EMPLOYEES ("COVERED PERSONS"). PER THE POLICY, DISINTERESTED DIRECTORS ARE RESPONSIBLE FOR REVIEWING ANY ACTUAL OR POTENTIAL CONFLICT OR INTEREST BETWEEN THE ORGANIZATION AND A COVERED PERSON AND FOR DETERMING AN APPROPRIATE ORGANIZATIONAL REPSONSE TO PROTECT THE INTERESTS OF THE ORGANIZATION. COVERED PERSONS ARE ALSO UNDER A CONTINUING OBLIGATION TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST AS SOON AS IT IS KNOWN OR REASONABLY SHOULD BE KNOWN WHEN THERE WAS AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST BETWEEN THE ORGANIZATION AND A COVERED PERSON WITH RESPECT TO A SPECIFIC PROPOSED ACTION OR TRANSACTION, THE DISINTERESTED DIRECTORS APPROVED SUCH ACTION OR TRANSACTION, AS DOCUMENTED IN BOARD MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15A TO SET COMPENSATION FOR THE EXECUTIVE DIRECTOR, THE ORGANIZATION USED THE FORM 990 OF OTHER ORGANIZATIONS AND A COMPENSATION SURVEY/STUDY. A WRITTEN EMPLOYMENT CONTRACT WAS ALSO APPROVED BY THE BOARD. THIS PROCESS WAS LAST PERFORMED IN JULY 2013. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE AVAILABLE FOR INSPECTION UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 360,962. MANAGEMENT AND GENERAL EXPENSES 53,965. FUNDRAISING EXPENSES 26,982. TOTAL EXPENSES 441,909.