2015-05-20T08:47:50-05:00 2014-12-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2014-01-01 364701434 Social Progress Imperative Inc SOCI 2023503282 2101 L Street NW No 800 Washington DC 20037 Michael Green Executive Director 2023503282 2015-05-20 1 Lori A Collingsworth P00639819 7038930300 2015-05-13 2014 2016-02-25 16:41:14Z Michael Green 2101 L Street NW No 800 Washington DC 20037 326693 0 X http://www.socialprogressimperative.org/ X 2010 DE A world in which social progress sits alongside economic prosperity as a measure of development. 5 5 10 5 0 0 2976176 326693 0 0 0 0 0 0 2976176 326693 602526 132408 0 0 632626 907343 0 0 129816 602004 852224 1837156 1891975 1139020 -1565282 3626749 1650403 586955 175891 3039794 1474512 X Our mission is to advance social progress by helping government, business and civil society to collaborate and focus limited resources where they will make the greatest contribution to social progress. 0 0 183047 Data Collection and Analysis: Activities associated with collecting data for the social progress index and analyzing the results. 674684 Dissemination: Activities associated with sharing the results and analysis of the social progress index with the global public. 387139 132408 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. 181259 Program Design: Activities associated with developing the methodology for the social progress index and other future research products. 181259 1426129 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 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 1 10 1 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X Steven Chaplain 2023503282 2101 L Street NW No 800 Washington DC 20037 Brizio Biondi-Morra Chair 10.00 X X 0 0 0 Roberto Artavia Loria Vice Chair 5.00 X X 0 0 0 Alvaro Rodriguez Arregui Treasurer 3.00 X X 0 0 0 Steve Almond Director 3.00 X 0 0 0 Sally Osberg Director 3.00 X 0 0 0 Tae Yoo Director through 1/6/14 3.00 X 0 0 0 Michael Green Executive Director 50.00 X 216054 0 9302 Amy Wares Research Director 40.00 X 138000 0 23579 354054 0 32881 2 0 1 0 0 326693 326693 326693 0 0 0 X 132408 132408 225356 152669 44098 28589 546977 368907 106861 71209 21756 16259 4418 1079 40563 30314 8237 2012 72691 54325 14761 3605 4909 4909 95283 95283 479166 450242 23739 5185 26367 21790 4259 318 59461 53726 5026 709 39079 34144 4111 824 117065 88385 13835 14845 22525 20423 716 1386 2616 2286 275 55 5454 251 5203 Licenses & registration 299 299 1891975 1426129 336030 129816 1608261 405422 2001856 1195216 8657 40000 10136 3571 4775 6565 3200 3200 3626749 1650403 130455 40391 456500 135500 586955 175891 X 285038 316475 2754756 1158037 3039794 1474512 3626749 1650403 -1565282 0 X X 0 1 X 1 0 X 45 2279729 2976176 326693 5582643 45 2279729 2976176 326693 5582643 4225298 1357345 5582643 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10136 3571 6565 6565 X 535693 209000 209000 326693 0 326693 2100975 209000 209000 1891975 0 1891975 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 Central America and the Caribbean 0 0 Grants to recipients located in region 22000 South America 0 0 Grants to recipients located in region 99408 Europe (Including Iceland & Greenland) 0 1 Grants to recipients located in region 10000 0 1 0 0 0 1 131408 0 131408 South America To develop methodologies, tools and platforms that transform wellbeing measurement processes into powerful instruments of social change. 10000 Wire 0 N/A N/A South America To design and launch the implementation of a Social Progress Index in Colombia. 12000 Wire 0 N/A N/A Central America and the Caribbean To support the creation of a highly dynamic and impactful Social Progress Network in Panama 12000 Wire 0 N/A N/A South America To support the creation of a highly dynamic and impactful Social Progress Network in Brazil. 12000 Wire 0 N/A N/A South America To support the creation of a highly dynamic and impactful Social Progress Network in Chile 50000 Wire 0 N/A N/A Central America and the Caribbean Related to the launching of a Social Progress Network of Partners in Trinidad and Tobago 10000 Wire 0 N/A N/A Europe (Including Iceland & Greenland) Related to the development of the Social Progress Index in the Basque Region 10000 Wire 0 N/A N/A South America Related to the creation of the Social Progress Network Executive Secretariat in Peru 15408 Wire 0 N/A N/A 0 8 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 grants are accounted for on the accrual method of accounting. X X X 0 0 0 0 0 0 0 0 0 Michael Green Executive Director 216054 0 0 0 0 0 9302 0 0 0 225356 0 0 0 Amy Wares Research Director 137000 0 1000 0 0 0 16729 0 6850 0 161579 0 0 0 Form 990, Part VI, Section B, line 11 The Form 990 is prepared by the outside accountants and reviewed by senior management. It is then reviewed by the Executive Director 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 15a Compensation for the Executive Director 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 March 2013. 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 - Data Collection: Program service expenses 260,892. Management and general expenses 91. Fundraising expenses 0. Total expenses 260,983. Advisory Board Honoraria: Program service expenses 60,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 60,000. Consultants - General: Program service expenses 120,850. Management and general expenses 19,535. Fundraising expenses 5,185. Total expenses 145,570. Consultants - Data Collection: Program service expenses 8,500. Management and general expenses 0. Fundraising expenses 0. Total expenses 8,500. Payroll administration fees: Program service expenses 0. Management and general expenses 4,113. Fundraising expenses 0. Total expenses 4,113. 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.