2015-08-11T14:15:07-05:00 2014-12-31 060530830 SEWARD AND MONDE CPA'S 296 STATE STREET NORTH HAVEN CT 064732165 990 2014-01-01 260352899 WHOLESOME WAVE FOUNDATION CHARITABLE VENTURES INC WHOL 2032261112 855 MAIN STREET SUITE 910 BRIDGEPORT CT 06604 MICHEL NISCHAN PRESIDENT/CEO 2032261112 2015-07-31 LOUIS A CRISCUOLO P01215715 2032489341 2014 2016-02-25 16:41:14Z MICHEL NISCHAN 855 MAIN STREET SUITE 910 BRIDGEPORT CT 06604 5590294 0 X WWW.WHOLESOMEWAVE.ORG X 2007 CT WHOLESOME WAVE FOUNDATION CHARITABLE VENTURES, INC. INSPIRES UNDERSERVED CONSUMERS TO MAKE HEALTHIER FOOD CHOICES BY INCREASING AFFORDABLE ACCESS TO FRESH, LOCAL AND REGIONAL FOOD. 9 7 37 50 0 0 3269706 5178583 441148 409679 0 0 32452 2032 3743306 5590294 620972 548851 0 0 2031832 2228979 0 0 241518 1199040 1705621 3851844 4483451 -108538 1106843 925760 1861592 359034 188023 566726 1673569 WHOLESOME WAVE FOUNDATION CHARITABLE VENTURES, INC. INSPIRES UNDERSERVED CONSUMERS TO MAKE HEALTHIER FOOD CHOICES BY INCREASING AFFORDABLE ACCESS TO FRESH, LOCAL AND REGIONAL FOOD. 0 0 2391024 467298 48482 DOUBLE VALUE COUPON PROGRAM (DVCP): WHOLESOME WAVE WORKS WITH A NATIONAL NETWORK OF COMMUNITY-BASED ORGANIZATIONS TO ADDRESS THE LACK OF ACCESS TO AFFORDABLE, HEALTHY FOOD IN LOW-INCOME POPULATIONS, AS WELL AS THE NEED FOR ECONOMIC STABILITY FOR SMALL AND MID-SIZED FARMERS, BY INCREASING THE VALUE OF FEDERAL NUTRITION ASSISTANCE BENEFITS (PRIMARILY SNAP) WHEN SPENT ON FRUITS AND VEGETABLES AT FARMERS MARKETS AND OTHER FARM-TO-RETAIL LOCATIONS. DVCP FACILITATES PURCHASES OF HEALTHY, LOCALLY GROWN FOOD IN UNDERSERVED COMMUNITIES WHILE INCREASING REVENUES FOR THE SMALL AND MID-SIZED FARMS THAT PRODUCE IT. IN 2014, WE IMPLEMENTED THE PROGRAM WITH 75 COMMUNITY-BASED ORGANIZATIONS AT OVER 600 DIRECT-TO-CONSUMER MARKETS IN 31 STATES AND WASHINGTON, DC, BENEFITING OVER 50,000 CONSUMERS AND 5,600 FARMERS. 851796 81553 268037 FRUIT AND VEGETABLE PRESCRIPTION PROGRAM (FVRX): THIS PROGRAM CREATES PARTNERSHIPS BETWEEN HEALTH PROVIDERS AND COMMUNITY FOOD RETAILERS TO ADDRESS CHILDHOOD OBESITY AMONG FAMILIES WHO CANNOT REGULARLY ACCESS AFFORDABLE, FRESH PRODUCE. UNDER THE PROGRAM, DOCTORS PROVIDE FAMILIES WITH CONCRETE RESOURCES THROUGH PRESCRIPTIONS FOR FRUITS AND VEGETABLES REDEEMABLE AT COMMUNITY FOOD RETAILERS. NUTRITIONAL COUNSELING IS ALSO PROVIDED DURING THIS MEDICAL VISIT. THIS COMBINATION OF NUTRITION COUNSELING AND PROVISION OF RESOURCES THAT SUPPORT HEALTHY FOOD PURCHASING SETS THE STAGE FOR LONG-TERM CHANGES IN FOOD PURCHASING AND CONSUMPTION. IN 2014, FVRX WAS IMPLEMENTED AT 14 PROGRAM SITES, BENEFITING ALMOST 500 PATIENTS AND MORE THAN 2,000 OF THEIR FAMILY MEMBERS. 666622 93160 HEALTHY FOOD COMMERCE INITIATIVE (HFCI): THE HFCI TEAM WORKS WITH SMALL FOOD BUSINESSES TO IMPROVE THE SUPPLY CHAIN FOR LOCAL FOOD. ADDITIONALLY, IN 2014 THE TEAM PROVIDED TRAINING FOR LENDERS AND INVESTORS ON REGIONAL FOOD INFRASTRUCTURE, AND SHARED RESULTS AND FINDINGS WITH STAKEHOLDERS IN ORDER TO BUILD SUPPORT FOR SMALL AND MID-SIZED FARMS AND THE FOOD BUSINESSES THAT WORK WITH THEM. 3909442 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 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 55 0 1 37 1 0 0 0 0 0 0 0 0 0 0 X 9 7 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CT AL AK AR CA CO FL GA HI IL KS KY ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X CRAIG LOMMA - CHIEF OPERATING OFFICER 2032261112 855 MAIN STREET SUITE 910 BRIDGEPORT CT 06604 ANDREW HERTZMARK CHAIRPERSON 3.00 X X 0 0 0 MICHEL NISCHAN PRESIDENT/CEO 40.00 X X 194231 0 46515 BEN LILLIENTHAL TREASURER 0.50 X X 0 0 0 ADRIENNE HOUEL VICE CHAIRPERSON/SECRETARY 0.50 X X 0 0 0 AUGUST SCHUMACHER EXECUTIVE VICE PRESIDENT POLICY 40.00 X 122662 0 1084 JOSE ANDRES BOARD MEMBER 0.50 X 0 0 0 TOM COLICCHIO BOARD MEMBER 0.50 X 0 0 0 MELISSA HO BOARD MEMBER 0.50 X 0 0 0 STEVE NYGREN BOARD MEMBER 0.50 X 0 0 0 ELIZABETH SHEPPARD CHIEF MARKETING & DEVELOPMENT 40.00 X 201500 0 18633 DANIEL ROSS VICE PRESIDENT/COO-PAST 40.00 X 95308 0 18475 613701 0 84707 3 0 1 0 SALONI DOSHI 1143 AURARIA PARKWAY APT 403A DENVER CO 80204 CONSULTING SERVICE-FACILITATOR 162497 1 297711 4880872 5178583 HFCI, FVRX & DVCP 900099 409679 409679 409679 OTHER INCOME 900099 2032 2032 2032 5590294 409679 0 2032 X 548851 548851 698408 490786 46299 161323 1239917 1130529 89888 19500 148852 135878 10661 2313 141802 119384 12539 9879 964842 862082 90669 12091 191535 143087 27393 21055 89751 63996 25755 210467 178956 16154 15357 14683 8958 5725 C.A.N. EVENTS EXPENSES 205983 205983 PROFESSIONAL FEES 19000 11592 7408 BAD DEBTS 9360 9360 4483451 3909442 332491 241518 450437 1625888 433447 196640 16839 5425 19500 19500 0 0 15437 33639 9600 925760 1861592 109034 148023 250000 40000 359034 188023 X -203590 240847 770316 1432722 566726 1673569 925760 1861592 1106843 0 X 0 1 X 1 0 X 1526645 2783215 3075530 3269706 5178583 15833679 1526645 2783215 3075530 3269706 5178583 15833679 5659700 10173979 879 2015 1512 2032 6438 15840117 1272430 0.64230 0.61170 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2011 AMOUNT: $ 879. 2012 AMOUNT: $ 2,015. 2013 AMOUNT: $ 1,512. 2014 AMOUNT: $ 2,032. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 1 8001 1 0 0 1 62658 0 0 70659 0 PART II-B, LINE 1: WHOLESOME WAVE CONDUCTED LOBBYING AND ADVOCACY ACTIVITIES THAT PROMOTED POLICIES AND REGULATIONS THAT SUPPORT AFFORDABLE ACCESS TO LOCALLY GROWN, HEALTHY FOOD. ALONE AND IN COLLABORATION WITH OTHER ORGANIZATIONS, WHOLESOME WAVE STAFF ORGANIZED COMMENT INPUT AND MET WITH FEDERAL POLICYMAKERS AROUND THE FOOD INSECURITY NUTRITION INCENTIVE GRANT PROGRAM, INCLUDED IN THE 2014 FARM BILL, TO ENSURE THAT THE GRANT PROGRAM WOULD BENEFIT THE LOW-INCOME CONSUMERS IT WAS MEANT FOR. WE ALSO ORGANIZED THE SUBMISSION OF COMMENTS ON COMMUNITY BENEFITS REPORTING UNDER THE AFFORDABLE CARE ACT. THIS WORK WAS LED BY AUGUST SCHUMACHER, WHOLESOME WAVE'S EXECUTIVE VICE PRESIDENT, JOINED BY DIRECTOR OF POLICY AND RESEARCH DR. ALAN HUNT, AFTER HE JOINED WHOLESOME WAVE IN SEPTEMBER. ADDITIONALLY, WHOLESOME WAVE RETAINED THE ADVOCACY FIRM MCALLISTER AND QUINN TO ASSIST WITH POLICYMAKER OUTREACH, WITH A FOCUS ON HEALTH LEGISLATION AND THE DEPARTMENT OF DEFENSE, WHICH WAS CONSIDERING IMPLEMENTING OUR FVRX PROGRAM ON MILITARY BASES. 19500 19500 0 0 5590294 0 5590294 0 5590294 4483451 0 4483451 0 4483451 1 ADELANTE MUJERES 2036 MAIN STREET SUITE A FOREST GROVE OR 97116 030473181 501(C)(3) 7500 RUNNING THE DOUBLE VALUE COUPON PROGRAM IN THE DONEE'S COMMUNITY AGRICULTURAL INSTITUTE OF MARIN 400 SMITH RANCH ROAD SUITE D SAN RAFAEL CA 94903 861156712 501(C)(3) 7500 RUNNING THE DOUBLE VALUE COUPON PROGRAM IN THE DONEE'S COMMUNITY APPALACHIAN SUSTAINABLE DEVELOPMENT PO BOX 791 ABINGDON VA 24212 311445533 501(C)(3) 6000 RUNNING THE DOUBLE VALUE COUPON PROGRAM IN THE DONEE'S COMMUNITY CECARELLI'S FARM PO BOX 310 NORTHFORD CT 06475 043375151 501(C)(3) 18942 RUNNING THE DOUBLE VALUE COUPON PROGRAM IN THE DONEE'S COMMUNITY CITY SEED C/O NICOLE BERUBE 817 GRAND AVENUE 101 NEW HAVEN CT 06511 830397621 501(C)(3) 6500 RUNNING THE DOUBLE VALUE COUPON PROGRAM IN THE DONEE'S COMMUNITY COLUMBIA HEIGHTS COMMUNITY MARKETPLACE 1380 MONROE STREET NW 605 WASHINGTON DC 20010 273098311 501(C)(3) 7500 RUNNING THE DOUBLE VALUE COUPON PROGRAM IN THE DONEE'S COMMUNITY COUNTRYSIDE CONSERVANCY 2179 EVERETT ROAD PENINSULA OH 44264 341896395 501(C)(3) 6500 RUNNING THE DOUBLE VALUE COUPON PROGRAM IN THE DONEE'S COMMUNITY CULTIVATING COMMUNITY PO BOX 3792 PORTLAND ME 041043792 043607322 501(C)(3) 7500 RUNNING THE DOUBLE VALUE COUPON PROGRAM IN THE DONEE'S COMMUNITY DC GREENS INC 2000 P STREET NW SUITE 200 WASHINGTON DC 20036 264527988 501(C)(3) 7500 RUNNING THE DOUBLE VALUE COUPON PROGRAM IN THE DONEE'S COMMUNITY DAY KIMBALL HEALTHCARE 320 POMFRET STREET PUTNAM CT 06260 060646599 501(C)(3) 6000 RUNNING THE DOUBLE VALUE COUPON PROGRAM IN THE DONEE'S COMMUNITY DOWNTOWN SPECIAL SERVICES DISTRICT OF BRIDGEPORT 938 BROAD STREET BRIDGEPORT CT 06604 061262425 BRIDGEPORT, CT 7960 RUNNING THE DOUBLE VALUE COUPON PROGRAM IN THE DONEE'S COMMUNITY EXPERIMENTAL STATION 6100 SOUTH BLACKSTONE AVENUE CHICAGO IL 60637 320017955 501(C)(3) 7500 RUNNING THE DOUBLE VALUE COUPON PROGRAM IN THE DONEE'S COMMUNITY FAIR FOOD 1315 WALNUT STREET SUITE 532 PHILADELPHIA PA 19107 270656350 501(C)(3) 6500 RUNNING THE DOUBLE VALUE COUPON PROGRAM IN THE DONEE'S COMMUNITY FOOD BANK OF WESTERN MASSACHUSETTS PO BOX 160 HATFIELD MA 01038 042751023 501(C)(3) 6500 RUNNING THE DOUBLE VALUE COUPON PROGRAM IN THE DONEE'S COMMUNITY FRESH APPROACH 5060 COMMERCIAL CIRCLE SUITE C CONCORD CA 94520 262438206 501(C)(3) 6500 RUNNING THE DOUBLE VALUE COUPON PROGRAM IN THE DONEE'S COMMUNITY FUND FOR PUBLIC HEALTH IN NEW YORK 22 CORTLANDT STREET SUITE 1103 NEW YORK NY 100073163 050539199 501(C)(3) 40163 RUNNING THE FRUIT & VEGETABLE PRESCRIPTION PROGRAM IN THE DONEE'S COMMUNITY GEORGE WASHINGTON REGIONAL COMMISSION 406 PRINCESS ANNE STREET FREDERICKSBURG VA 22401 540715969 FREDERICKSBURG, VA 56279 RUNNING THE DOUBLE VALUE COUPON PROGRAM IN THE DONEE'S COMMUNITY GROWNYC 51 CHAMBERS STREET ROOM 228 NEW YORK NY 10007 132765465 501(C)(3) 24840 RUNNING THE FRUIT & VEGETABLE PRESCRIPTION PROGRAM IN THE DONEE'S COMMUNITY JUST FOOD INC 1133 AVENUE OF THE AMERICAS 15TH FLOOR NEW YORK NY 10036 061555759 501(C)(3) 7500 RUNNING THE DOUBLE VALUE COUPON PROGRAM IN THE DONEE'S COMMUNITY KOKUA KALIHI VALLEY COMPREHENSIVE FAMILY SERVICE 2239 NORTH SCHOOL STREET HONOLULU HI 96819 990149797 501(C)(3) 7500 RUNNING THE DOUBLE VALUE COUPON PROGRAM IN THE DONEE'S COMMUNITY MAIN STREET SKOWHEGAN PO BOX 5 SKOWHEGAN ME 04979 841714173 501(C)(3) 6500 RUNNING THE DOUBLE VALUE COUPON PROGRAM IN THE DONEE'S COMMUNITY MAINE FARMLAND TRUST INC 97 MAIN STREET BELFAST ME 04915 010528014 501(C)(3) 21500 RUNNING THE DOUBLE VALUE COUPON PROGRAM IN THE DONEE'S COMMUNITY MAINE FEDERATION OF FARMERS MARKET 113 NORTH LANCEY STREET PITTSFIELD ME 04967 364716128 501(C)(3) 34635 RUNNING THE DOUBLE VALUE COUPON PROGRAM IN THE DONEE'S COMMUNITY NEW HAMPSHIRE CATHOLIC CHARITIES 700 EAST INDUSTRIAL PARK DRIVE MANCHESTER NH 03109 020222163 501(C)(3) 62000 RUNNING THE DOUBLE VALUE COUPON PROGRAM IN THE DONEE'S COMMUNITY NEW YORK CITY HEALTH AND HOSPITALS CORPORATION 125 WORTH STREET ROOM 429 NEW YORK NY 10013 132655001 501(C)(3) 17500 RUNNING THE FRUIT & VEGETABLE PRESCRIPTION PROGRAM IN THE DONEE'S COMMUNITY NORTHEAST ORGANIC FAMING ASSOCIATION OF VERMONT INC PO BOX 697 RICHMOND VT 05477 223260420 501(C)(3) 7500 RUNNING THE DOUBLE VALUE COUPON PROGRAM IN THE DONEE'S COMMUNITY RURAL ADVANCEMENT FOUNDATION INTERNATIONAL-USA (RAFI-USA) PO BOX 640 PITTSBORO NC 27312 561704863 501(C)(3) 15000 RUNNING THE DOUBLE VALUE COUPON PROGRAM IN THE DONEE'S COMMUNITY SUSTAINABLE ECONOMIC ENTERPRISE OF LOS ANGELES 6605 HOLLYWOOD BOULEVARD SUITE 220 LOS ANGELES CA 90028 954597000 501(C)(3) 7500 RUNNING THE DOUBLE VALUE COUPON PROGRAM IN THE DONEE'S COMMUNITY SUSTAINABLE FOOD CENTER INC 2921 E 17TH STREET BUILDING C AUSTIN TX 787232491 742441468 501(C)(3) 7500 RUNNING THE DOUBLE VALUE COUPON PROGRAM IN THE DONEE'S COMMUNITY THE FEDERATION OF MASS FARMERS MARKETS 240 BEAVER STREET WALTHAM MA 02452 042666643 501(C)(3) 7500 RUNNING THE DOUBLE VALUE COUPON PROGRAM IN THE DONEE'S COMMUNITY THE FOOD PROJECT INC 10 LEWIS STREET LINCOLN MA 01773 043262532 501(C)(3) 6500 RUNNING THE DOUBLE VALUE COUPON PROGRAM IN THE DONEE'S COMMUNITY THE NEW HAMPSHIRE FOOD BANK 700 EAST INDUSTRIAL PARK DRIVE MANCHESTER NH 03109 020222163 501(C)(3) 8000 RUNNING THE DOUBLE VALUE COUPON PROGRAM IN THE DONEE'S COMMUNITY THE OHIO STATE UNIVERSITY FOUNDATION 1480 W LANE AVENUE COLUMBUS OH 43221 316025986 501(C)(3) 7500 RUNNING THE DOUBLE VALUE COUPON PROGRAM IN THE DONEE'S COMMUNITY WARD 8 FARMERS MARKET COOPERATIVE INC 555 NEWCOMB STREET SE WASHINGTON DC 20032 200171582 501(C)(3) 6500 RUNNING THE DOUBLE VALUE COUPON PROGRAM IN THE DONEE'S COMMUNITY WHOLESOME WAVE GEORGIA INC 2277 PEACHTREE ROAD SUITE A ATLANTA GA 30309 454816906 501(C)(3) 7500 RUNNING THE DOUBLE VALUE COUPON PROGRAM IN THE DONEE'S COMMUNITY 35 0 PART I, LINE 2: GRANTS TO PROGRAM PARTNERS ARE VETTED THROUGH A REQUEST FOR STRATEGIC PARTNERSHIP PROPOSAL, AND AWARDED IN CONSIDERATION OF FACTORS INCLUDING COMMUNITY NEED AS WELL AS ORGANIZATION'S CAPACITY TO FOLLOW PROGRAMMATIC AND DATA COLLECTION REQUIREMENTS. GRANTEE PERFORMANCE AND USE OF FUNDS ARE MONITORED THROUGH PROGRAM DATA, AND GRANTEES ARE REQUIRED TO PROVIDE AN ACCOUNTING OF THEIR USE OF FUNDS AT THE END OF THE MARKET SEASON. X X X X X 0 1 0 0 0 0 0 0 0 MICHEL NISCHAN PRESIDENT/CEO 159231 0 35000 0 0 0 16350 0 30165 0 240746 0 0 0 ELIZABETH SHEPPARD CHIEF MARKETING & DEVELOPMENT 200000 0 1500 0 0 0 0 0 18633 0 220133 0 0 0 PART I, LINE 4B MICHEL NISCHAN CONTRIBUTION OF $16,350 TO DEFERRED COMPENSATION PLAN INCLUDED IN SCHEDULE J, PART II, COLUMN C FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY OTHER COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11 THE FINANCE COMMITTEE REVIEWS THE DRAFT FORM 990 IN DETAIL WITH THE FINANCIAL STAFF OF THE ORGANIZATION AND HAS THE OPPORTUNITY TO ASK QUESTIONS AND SUGGEST CHANGES. THE FINANCE COMMITTEE PROVIDES THE DRAFT 990 TO THE FULL BOARD, GIVING TIME FOR REVIEW AND ANY QUESTIONS OR SUGGESTED CHANGES. THE FINANCE COMMITTEE THEN APPROVES SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, ALL BOARD MEMBERS ARE REQUIRED TO FILL OUT A CONFLICT OF INTEREST FORM. ALL POTENTIAL ISSUES ARE REVIEWED BY THE BOARD, AND RESOLVED IMMEDIATELY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS ENGAGES AN INDEPENDENT COMPENSATION CONSULTANT FOR REVIEW OF THE PRESIDENT'S COMPENSATION. THE INDEPENDENT COMPENSATION CONSULTANT PROVIDES A REPORT AND RECOMMENDATIONS BASED ON SALARIES OF PRESIDENTS FOR COMPARABLY SIZED NON-PROFIT ORGANIZATIONS. A COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS AND DISCUSSES THE REPORT BEFORE MAKING A RECOMMENDATION TO THE FULL BOARD OF DIRECTORS. AFTER A REVIEW AND DISCUSSION BY THE BOARD OF DIRECTORS, A VOTE IS TAKEN TO APPROVE THE PRESIDENT'S SALARY. OTHER OFFICERS' SALARIES ARE BASED ON COMPARISONS WITH THE COMPENSATION STUDY CONDUCTED ANNUALLY BY THE CT COUNCIL OF NONPROFIT ORGANIZATIONS, INCLUDING DATA ON SALARY BANDS FOR OVER 100 POSITION TITLES FOR THE STATE OF CONNECTICUT AND BY COUNTY. OTHER OFFICERS' SALARIES ARE SPECIFIED IN THE ANNUAL ORGANIZATIONAL BUDGET, WHICH IS INTENSIVELY REVIEWED BY THE FINANCE COMMITTEE AND APPROVED ANNUALLY BY THE FULL BOARD OF 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. FORM 990, PART IX, LINE 11G CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 862,082. MANAGEMENT AND GENERAL EXPENSES 90,669. FUNDRAISING EXPENSES 12,091. TOTAL EXPENSES 964,842.