2018-04-17T00:00:00-05:00 2017-12-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2017-01-01 364701434 Social Progress Imperative Inc SOCI 2023503282 2101 L Street NW No 800 Washington DC 20037 Michael Green CEO 2023503282 2018-04-19 1 Lori A Collingsworth P00639819 7038930300 2018-04-18 72.214.41.82 2018-04-19 16:39:05 ED P 5757F712A8161F6F3964D64EA127352BD3BB441C 5757F712A8161F6F3964D64EA127352BD3BB441C 2017 2021-01-29 14:40:06Z Michael Green 2101 L Street NW No 800 Washington DC 20037 1639755 0 X http://www.socialprogressimperative.org/ X 2010 DE A world in which social progress sits alongside economic prosperity as a measure of development. 6 6 12 6 0 0 1715400 1639429 16823 0 2808 326 0 0 1735031 1639755 348325 136689 0 0 1209633 1847868 0 0 175809 1402256 1255420 2960214 3239977 -1225183 -1600222 3060165 1476564 19921 36542 3040244 1440022 SPI's mission is to improve the lives of people around the world by fostering research and knowledge sharing on social progress and using data to catalyze action. 0 0 530425 Research: Activities associated with collecting data for the social progress index and analyzing the results. 891667 Marketing & Communications: Activities associated with sharing the results and analysis of the social progress index with the global public. 1195615 136689 Partner Network: Activities associated with forming a network of organizations throughout the world committed to using the social progress index as a policy analysis and advocacy tool. 2617707 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 13 0 1 12 1 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X Steven Chaplain 2023503282 2101 L Street NW No 800 Washington DC 20037 Brizio Biondi-Morra Chair 6.00 X X 0 0 0 Sally Osberg Vice Chair 6.00 X X 0 0 0 David Cruickshank Treasurer 4.00 X X 0 0 0 Alvaro Rodriguez Arregui Member 4.00 X 0 0 0 Matthew Bishop Member 4.00 X 0 0 0 Roberto Artavia Loria Member 4.00 X 0 0 0 Michael Green CEO 50.00 X 251500 0 8249 Luke Greeves COO 50.00 X 195300 0 36595 Ladan Manteghi Global Director of Partner Network 45.00 X 187542 0 13176 Amy Wares Director of Research 45.00 X 141240 0 31747 Abi Weaver Global Director of Marketing & Communications 45.00 X 144920 0 9324 Steve Chaplain Manager of Operations 40.00 X 110742 0 26618 1031244 0 125709 6 0 1 0 Cultivate Partners Boulevard Charlemagne 92 bte 1 Brussels BE 1000 EU strategic consulting 121656 1 1639429 1639429 326 326 1639755 0 0 326 X 136689 136689 692362 574590 73745 44027 888285 737186 94613 56486 32493 26966 3460 2067 110990 92110 11823 7057 123738 102690 13179 7869 27741 27741 68943 68943 747616 670857 71553 5206 5347 5347 52999 29218 16461 7320 19709 17606 2103 120696 72990 29213 18493 186811 145053 20144 21614 14578 4943 4336 5299 2418 1462 585 371 8562 8562 3239977 2617707 446461 175809 108817 314658 1656562 806887 1187349 350000 100000 0 15102 13283 4237 1819 3200 3200 3060165 1476564 19921 36542 19921 36542 X 1852894 1042105 1187350 397917 3040244 1440022 3060165 1476564 -1600222 0 X X 0 1 X 1 0 X 2976176 326693 4963262 1715400 1639429 11620960 2976176 326693 4963262 1715400 1639429 11620960 7176007 4444953 1152 2808 326 4286 11625246 44804 0.38240 0.44640 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15102 13283 1819 1819 X 1851755 212000 212000 1639755 0 1639755 3451977 212000 212000 3239977 0 3239977 Part X, Line 2: Management evaluated the organization's tax positions and has concluded that the organization has taken no uncertain tax positions that require either recognition or disclosure in the accompanying financial statements. 1 South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador, 0 0 Grants to recipients located in region 136689 Europe (Including Iceland & Greenland) 0 2 Program services Contracted services in region- developing and building strategic relationships with key members of the European Union 121656 0 2 0 0 0 2 258345 0 258345 South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador, Define the Social Progress Index as a tool for government, business, social and academic organizations and citizens of eight countries in South America (Argentina, Bolivia, Brazil, Chile, Colombia, Paraguay, Peru and Uruguay) 136689 Wire transfer N/A N/A 0 1 0 0 0 0 0 0 Part I, Line 2: Grantee Selection: SPI may award grants through a competitive or non-competitive process. Under rare circumstances, grantees may be selected without competition on the basis of their unique qualifications. This selection process is called a sole source and requires that SPI justify why open solicitation was not engaged to identify other potential grantees to provide the services needed. Awards must follow the appropriate schedule of authority. In general a competitive process will be used to select grantees. The competitive selection processes generally will rely on requests for applications (RFA) or requests for proposals (RFP) circulated in any number of ways. When RFA's and RFP's are employed, announcements should provide the following key information: - SPI'S program objectives, including areas of special interest - Minimum eligibility requirements for grantees - Criteria for evaluating applications - Funds available, period of performance, and the number of awards anticipated - Types of activities and costs that will not be funded - Required or suggested elements for cost-sharing - Required format and deadline for submitting applications - How interested parties may obtain application materials Due Diligence: Due diligence shall be conducted for the most competitive applicant. At a minimum, this process will include the review of all submitted application materials, including budgets. Before final selection is made, SPI shall explore the organization's overall financial strength and capacity, including track record (if applicable), governance and executive leadership, vision and strategy, staffing partnerships, communications and finances to ensure competency of grantee. Grant award: Once grantee is selected, the grantee and SPI shall determine best method for payment of grant award. Payment may be completed in one lump sum, broken down in partial payments or paid out only after the project is completed. Further, both grantee and SPI shall discuss if payment is to be made by electronic transfer, check or by other means. Grant management: To ensure success, SPI shall provide a post award orientation to grantee to clarify the roles, responsibilities and authorities of who will administer the award and to help grantee understand all needed technical and administrative information. In an effort to ensure success, SPI has the right to manage the grantee by conducting site visits, requesting program or financial audits, and/or periodic grant reports. Part I, line 3: Foreign expenses are directly tracked and accounted for on the accrual method of accounting. X X X 0 0 0 0 0 0 0 0 0 Michael Green CEO 250000 0 1500 0 0 0 8249 0 0 0 259749 0 0 0 Luke Greeves COO 193800 0 1500 0 0 0 8883 0 27712 0 231895 0 0 0 Ladan Manteghi Global Director of Partner Network 186042 0 1500 0 0 0 4750 0 8426 0 200718 0 0 0 Amy Wares Director of Research 139740 0 1500 0 0 0 6987 0 24760 0 172987 0 0 0 Abi Weaver Global Director of Marketing & Commu 143420 0 1500 0 0 0 3625 0 5699 0 154244 0 0 0 Form 990, Part VI, Section B, line 11b The Form 990 is prepared by the outside accountants and reviewed by senior management. It is then reviewed by the CEO and circulated to all Directors before filing with the IRS. Form 990, Part VI, Section B, line 12c The conflict of interest policy is reviewed annually at the first Board of Directors meeting of the year. Directors are required to disclose interests that could give rise to conflicts. The same conflict of interest policy applies to employees. If a conflict of interest arises, the organization seeks counsel from its attorney and follows appropriate legal or best practice procedures. Form 990, Part VI, Section B, line 15 Compensation for the CEO was based on reviewing surveys of compensation packages from multiple similar organizations. It was reviewed and approved by the Board of Directors. The compensation process is documented and the last compensation review took place in November 2015. SPI contracted with a third party compensation specialist to benchmark job descriptions for SPI employees based on organization size, budget, and geographic location. Senior staff reviewed the results against the organization's compensation philosophy and made the appropriate compensation decision. Form 990, Part VI, Section C, line 19 The governing documents, conflict of interest policy and financial statements are available upon request. Form 990, Part IX, line 11g Consultants and contractors: Program service expenses 479,897. Management and general expenses 71,553. Fundraising expenses 5,206. Total expenses 556,656. Advisory Board Honoraria: Program service expenses 190,960. Management and general expenses 0. Fundraising expenses 0. Total expenses 190,960. Form 990, Part XII, Line 2c: SPI's Audit Committee assumes responsibility for oversight of the audit of its financial statements and selection of its independent accountant. This process is consistent with previous years.