2026-05-13T12:44:52-05:00 2025-06-30 946214841 ARMANINO ADVISORY LLC 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2024-07-01 475502184 ACTIVATE GLOBAL INC ACTI 5102143788 2600 TENTH STREET SUITE 300 BERKELEY CA 94710 STEVEN H TRAN EVP FINANCE & CONTRACTS 5102143788 2026-05-12 1 1 KATY BROWN P00650274 9257902600 2026-05-08 2024 2025-03-06 01:10:19Z CYRUS WADIA 2600 TENTH STREET SUITE 300 BERKELEY CA 94710 30637585 0 X WWW.ACTIVATE.ORG X 2015 CA THE MISSION OF ACTIVATE GLOBAL, INC. IS TO EMPOWER SCIENTISTS TO REINVENT OUR WORLD BY BRINGING THEIR RESEARCH TO MARKET. 8 8 70 50 0 0 23390605 30126795 0 0 411697 505790 21184 5000 23823486 30637585 10448802 17190126 0 0 8984504 9782350 0 0 991982 4120446 4518254 23553752 31490730 269734 -853145 26103206 25482680 1532671 1746957 24570535 23735723 X ACTIVATE EMPOWERS SCIENTISTS TO REINVENT THE WORLD BY BRINGING THEIR RESEARCH TO MARKET. ACTIVATE PARTNERS WITH U.S. BASED FUNDERS, RESEARCH INSTITUTIONS, AND OTHER PILLARS OF THE HARD TECHNOLOGY COMMUNITY TO HELP ENTREPRENEURIAL SCIENTISTS TRANSLATE THEIR BREAKTHROUGH IDEAS INTO COMMERCIAL SOLUTIONS. 0 0 25151051 17190126 THE ORGANIZATION WORKS BETWEEN GOVERNMENT AND THE PRIVATE SECTOR, TRANSFORMING SCIENTISTS INTO HIGH-IMPACT ENTREPRENEURS THROUGH A FELLOWSHIP EXPERIENCE THAT GUIDES THEM ALONG EVERY STEP OF THE JOURNEY. THE ORGANIZATION PROVIDES THESE INNOVATORS WITH ESSENTIAL STRATEGIC GUIDANCE AND SERVICES, EDUCATIONAL PROGRAMMING, AND ACCESS TO A TAILORED NETWORK OF SCIENTIFIC AND BUSINESS MENTORS AND ADVISORS. TODAY, THE ORGANIZATION SUPPORTS ACTIVATE FELLOWS THROUGH ITS BERKELEY, BOSTON, NEW YORK, HOUSTON, AND ANYWHERE COMMUNITIES. SINCE 2015, ACTIVATE FELLOWS HAVE LAUNCHED 235 SCIENCE-BASED COMPANIES CREATING 3000+ NEW JOBS. 96% OF FELLOW COMPANIES ARE STILL ACTIVE TODAY. THE ORGANIZATION CONTINUES TO FOCUS ON EXPANDING ITS FELLOWSHIP PROGRAM AND SUPPORTING MORE ENTREPRENEURS. 25151051 1 1 0 1 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 53 0 1 70 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 CA X STEVEN H TRAN EVP OF FINANCE AND 5102143788 2600 TENTH STREET SUITE 300 BERKELEY CA 94710 NICOLE SYSTROM CHAIRPERSON 1.00 X X 0 0 0 R TODD JOHNSON SECRETARY 1.00 X X 0 0 0 MORRY CATER VICE CHAIR 1.00 X 0 0 0 ALEX DEHGAN BOARD MEMBER (AS OF 10/24) 1.00 X 0 0 0 NITESH SHARAN BOARD MEMBER (AS OF 10/24) 1.00 X 0 0 0 LIESEL PRITZKER SIMMONS BOARD MEMBER 1.00 X 0 0 0 ANDREW HSIEH BOARD MEMBER 1.00 X 0 0 0 TROY BREWSTER BOARD MEMBER 1.00 X 0 0 0 CYRUS WADIA CHIEF EXECUTIVE OFFICER 40.00 X 491089 0 51583 MATTHEW B PRICE CHIEF FINANCIAL OFFICER (THRU 9/24) 40.00 X 242350 0 34818 STEVEN H TRAN INTERIM CFO & TREASURER 40.00 X 247242 0 35864 NAOMI A BAER CHIEF OPERATING OFFICER 40.00 X 344243 0 32406 KARIN D LION CHIEF GROWTH & PARTNERSHIP 40.00 X 311737 0 31546 AIMEE ROSE EXECUTIVE MANAGING DIRECTO 40.00 X 312705 0 21792 BRENNA M TIEGLER CHIEF FELLOWSHIP OFFICER 40.00 X 247694 0 28379 ANDREW R CHANG MANAGING DIRECTOR - ACTIVATE NEW YORK 40.00 X 304603 0 6526 JILL O FUSS MANAGING DIRECTOR - ACTIVATE BERKELEY 40.00 X 291314 0 9047 DANIEL RECHT MANAGING DIRECTOR - ACTIVATE BOSTON 40.00 X 278498 0 33372 EDGAR ANDRES OCHOA CRUZ MANAGING DIRECTOR - ACTIVATE ANYWHERE 40.00 X 264086 0 34613 JEREMY PITTS MANAGING DIRECTOR - ACTIVATE HOUSTON 40.00 X 249805 0 10880 3585366 0 330826 33 0 1 0 SHINING STAR CONSULTING LLC 2320 OAK ST BERKELEY BERKELEY CA 947081629 OUTSOURCE ACCOUNTING SERVICES 307654 LEWIS-BURKE ASSOCIATES LLC 440 1ST STREET NW SUITE 700 WASHINGTON DC 20001 LOBBYING CONSULTANT 200989 LEILA MADRONE 2361 GERZ CT PINOLE CA 94564 FELLOWSHIP CONSULTANT 175675 3 16939378 13187417 30126795 505790 505790 REBATES AND REDEMPTIONS 900099 5000 5000 5000 30637585 0 0 510790 10654769 10654769 6535357 6535357 1860677 716436 938094 206147 6601831 4188821 1898363 514647 147545 72486 63479 11580 628291 311143 265892 51256 544006 252113 243765 48128 64006 64006 440354 440354 24921 24921 1585749 898450 587238 100061 7509 2587 4922 111706 16293 94363 1050 395882 116329 277590 1963 656396 652797 3599 462467 277821 140090 44556 532762 445010 80080 7672 208 208 22561 9069 13492 59905 59905 RECRUITMENT AND DEVELOP 153436 1465 151971 392 105 287 31490730 25151051 5347697 991982 695300 1296175 3412940 3965615 4764235 3684773 2324129 3364898 964049 1121557 130760 73268 69028 57492 10173443 7314085 2756208 4031208 50000 50000 8334 7500 885540 589377 26103206 25482680 644287 1213187 41667 0 846717 533770 1532671 1746957 X 13699010 14486298 10871525 9249425 24570535 23735723 26103206 25482680 -853145 18333 0 X 0 1 X 1 1 1 X 13051261 18336492 26596347 23390605 30126795 111501500 13051261 18336492 26596347 23390605 30126795 111501500 16513779 94987721 7584 56 130681 411697 505790 1055808 8786 21184 5000 34970 112592278 0.84360 0.78910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 138666 138666 25151051 25289717 1000000 250000 0 0 627045 842116 1000000 1000000 3469161 5203742 40673 160000 160000 138666 499339 156761 210529 250000 250000 867290 1300935 67864 42595 25269 62896 30673 32223 57492 SAFE INVESTMENTS 4031208 C 4031208 OPERATING LEASE LIABILITY 533770 533770 X PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM THE FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND A SIMILAR CALIFORNIA STATUTE. ACCORDINGLY, NO PROVISION FOR FEDERAL OR STATE INCOME TAXES HAS BEEN RECORDED. THE ORGANIZATION'S INFORMATIONAL RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND THE CALIFORNIA FRANCHISE TAX BOARD, GENERALLY FOR THREE YEARS AND FOUR YEARS, RESPECTIVELY AFTER THEY ARE FILED. THE ORGANIZATION HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2025, THE ORGANIZATION DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. 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FRANKLIN STREET OAKLAND CA 94607 462907726 501(C)(3) 456006 0 RESEARCH PROJECT EXPENSES 1 76 FELLOWSHIPS 76 6535357 PART I, LINE 2: ACTIVATE GLOBAL HAS ESTABLISHED POLICIES AND PROCEDURES TO MONITOR THE USE OF GRANT FUNDS, INCLUDING BUT NOT LIMITED TO: REGULAR FINANCIAL TRACKING AND RECONCILIATION THROUGH OUR ACCOUNTING SYSTEM, SUBMISSION OF PERIODIC FINANCIAL AND PROGRAMMATIC REPORTS TO FUNDERS, INTERNAL REVIEW AND APPROVALS FOR GRANT RELATED EXPENDITURES TO ENSURE COMPLIANCE, ADHERENCE TO FEDERAL AND STATE REGULATIONS, AND ANNUAL AUDITS BY EXTERNAL AUDITORS. X X X X X 0 0 0 0 0 0 0 1 0 CYRUS WADIA CHIEF EXECUTIVE OFFICER 446089 0 45000 0 0 0 8663 0 42920 0 542672 0 0 0 NAOMI A BAER CHIEF OPERATING OFFICER 289973 0 54270 0 0 0 9053 0 23353 0 376649 0 0 0 KARIN D LION CHIEF GROWTH & PARTNERSHIP 264580 0 47157 0 0 0 8675 0 22871 0 343283 0 0 0 AIMEE ROSE EXECUTIVE MANAGING DIRECTO 271763 0 40942 0 0 0 6060 0 15732 0 334497 0 0 0 DANIEL RECHT MANAGING DIRECTOR - ACTIVATE BOSTON 222249 0 56249 0 0 0 4250 0 29122 0 311870 0 0 0 ANDREW R CHANG MANAGING DIRECTOR - ACTIVATE NEW YOR 249215 0 55388 0 0 0 4854 0 1672 0 311129 0 0 0 JILL O FUSS MANAGING DIRECTOR - ACTIVATE BERKELE 238814 0 52500 0 0 0 7375 0 1672 0 300361 0 0 0 EDGAR ANDRES OCHOA CRUZ MANAGING DIRECTOR - ACTIVATE ANYWHER 222418 0 41668 0 0 0 5750 0 28863 0 298699 0 0 0 STEVEN H TRAN INTERIM CFO & TREASURER 220182 0 27060 0 0 0 7260 0 28604 0 283106 0 0 0 MATTHEW B PRICE CHIEF FINANCIAL OFFICER (THRU 9/24) 214270 0 28080 0 0 0 6972 0 27846 0 277168 0 0 0 BRENNA M TIEGLER CHIEF FELLOWSHIP OFFICER 214785 0 32909 0 0 0 7104 0 21275 0 276073 0 0 0 JEREMY PITTS MANAGING DIRECTOR - ACTIVATE HOUSTON 220930 0 28875 0 0 0 6716 0 4164 0 260685 0 0 0 PART I, LINE 7 EMPLOYEES RECEIVED BONUSES AT THE END OF THE CALENDAR YEAR BASED ON PERFORMANCE REVIEWS BY THEIR MANAGERS. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION ADOPTED AMENDED AND RESTATED BYLAWS DURING THE YEAR. CHANGES PRIMARILY CLARIFIED OFFICER ROLES AND AUTHORITY, ADDED A CHIEF OPERATING OFFICER POSITION, CLARIFIED FINANCIAL OFFICER RESPONSIBILITIES, AND EXPRESSLY PERMITTED WRITTEN DELEGATION OF OFFICER AUTHORITY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND REVIEWED BY THE ACCOUNTING MANAGER, CONTROLLER, AND CFO. A COMPLETE COPY IS PROVIDED TO THE FULL BOARD PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS, IS COVERED UNDER THE CONFLICT-OF-INTEREST POLICY, AND HAS A DUTY TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST. APPROVAL OF ANY POTENTIAL CONFLICT OF INTEREST AND MITIGATIONS INVOLVING BOARD MEMBERS MUST BE APPROVED BY THE BOARD OF DIRECTORS. APPROVAL OF ANY POTENTIAL CONFLICT OF INTEREST AND MITIGATIONS INVOLVING EMPLOYEES AND NON-BOARD MEMBERS MUST BE APPROVED BY THE CFO. MITIGATIONS ON PERSONS WITH A CONFLICT MAY INCLUDE PROHIBITING THE PERSON FROM PARTICIPATING IN DISCUSSIONS RELATED TO THE TRANSACTION AND THE DECISION-MAKING PROCESS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD CONTRACTED WITH AN INDEPENDENT COMPENSATION CONSULTING FIRM TO DEVELOP A COMPREHENSIVE AND STANDARDIZED COMPENSATION PLAN FOR ACTIVATE INFORMED BY AGREED UPON COMPENSATION BEST PRACTICES. THE COMPENSATION PLAN WAS APPROVED BY THE BOARD AND USED BY MANAGEMENT TO DETERMINE THE TOTAL COMPENSATION FOR ALL STAFF AND NEW HIRES. ACTIVATE'S VICE PRESIDENT OF PEOPLE AND CULTURE MAINTAINS ACCESS TO 3RD PARTY SYSTEMS WHICH ALLOW ACTIVATE TO USE THE SAME COMPENSATION FRAMEWORK THAT WAS CREATED BY THE INDEPENDENT CONSULTANT. FACTORS CONSIDERED AS A PART OF THE FRAMEWORK, ESPECIALLY FOR KEY EMPLOYEES AND OFFICERS INCLUDE BENCHMARKING COMPENSATION RANGES AGAINST PEER ORGANIZATIONS, CLEAR FLOORS AND CEILINGS FOR COMPENSATION RANGES PER ROLE AND LEVEL, INDICATORS FOR POSITION WITHIN THE COMPENSATION RANGE AS DETERMINED BY TENURE AND PERFORMANCE, SEMI-ANNUAL PERFORMANCE EVALUATIONS, AND 360 REVIEWS. THE BOARD'S COMPENSATION COMMITTEE FURTHER REVIEWS AND APPROVES COMPENSATION, INCLUDING BENEFITS OF THE CEO, COO, AND CFO. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. ACTIVATE FINANCE CORPORATION 2600 TENTH ST SUITE 300 BERKELEY CA 94710 862797864 SUPPORT SCIENTIFIC INNOVATION CA ACTIVATE GLOBAL INC C 684 30712 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0