2023-06-15T09:47:54-05:00 2022-12-31 942590397 KARLSSON & LANE AN ACCOUNTANCY CORP 4725 FIRST ST STE 226 PLEASANTON CA 94566 990 2022-01-01 943274339 CIVIC VENTURES CIVI 4158668379 PO BOX 29542 SAN FRANCISCO CA 94129 MARC FREEDMAN CO-CEO 4158668379 2023-06-13 1 MARC FREEDMAN 999009999 0 PENNY L LANE CPA P00743411 9252715519 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z COGENERATE MARC FREEDMAN PO BOX 29542 SAN FRANCISCO CA 94129 5273634 0 X WWW.COGENERATE.ORG X 1997 CA COGENERATE BRINGS OLDER AND YOUNGER PEOPLE TOGETHER TO SOLVE PROBLEMS, BRIDGE DIVIDES, AND CO-CREATE A BETTER FUTURE. 10 10 23 168 0 0 4530179 4840538 305000 351270 1018 81135 3177 691 4839374 5273634 1179735 1326739 0 0 2674379 2891389 0 0 362402 986320 925599 4840434 5143727 -1060 129907 9047676 9108955 842829 774201 8204847 8334754 X COGENERATE WAS FOUNDED NEARLY 25 YEARS AGO WITH A MISSION OF EXPANDING THE CONTRIBUTIONS OF OLDER PEOPLE AND CHANGING CULTURAL EXPECTATIONS FOR THE YEARS BEYOND 50. IN RECENT YEARS, WE'VE BEGUN TO FOCUS ON WHAT THE VAST AND GROWING OLDER POPULATION CAN DO IN COLLABORATION WITH YOUNGER PEOPLE TO SOLVE TODAY'S MOST PRESSING PROBLEMS. WE BELIEVE INTERGENERATIONAL COLLABORATION -- WHAT WE CALL "COGENERATION" -- IS AN ESSENTIAL AND EFFECTIVE STRATEGY TO FORGE BONDS ACROSS DIFFERENCES AND COMBAT POLARIZATION AND AGEISM. OUR MISSION TODAY IS TO BRING OLDER AND YOUNGER PEOPLE TOGETHER TO SOLVE PROBLEMS, BRIDGE DIVIDES, AND CO-CREATE THE FUTURE. 0 0 1210299 CHANGE THE NARRATIVE: WE WORK AS A CATALYST TO SHIFT THE CULTURAL NARRATIVE AND TELL A NEW STORY ABOUT COGENERATIONAL ACTION. WE WRITE BOOKS AND ESSAYS, SPONSOR RESEARCH, PARTNER WITH MEDIA, SPEAK OUT, AND HOLD VIRTUAL AND IN-PERSON EVENTS. 2411124 1151739 CATALYZE INNOVATION: WE SUPPORT INNOVATORS BRINGING GENERATIONS TOGETHER FOR MUTUAL BENEFIT AND SOCIAL IMPACT. 528814 175000 INCENTIVIZE CO-GENERATIONAL NATIONAL SERVICES: WE BUILD A COMMUNITY OF LEADERS, ORGANIZATIONS AND FUNDERS TO SCALE THIS WORK AND SUSTAIN IT. 4150237 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 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 0 0 0 0 1 56 0 1 23 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA NY X X MARCO AUSTIN 4158668379 PO BOX 29542 SAN FRANCISCO CA 94129 SUSAN GIANINNO CHAIR 3.00 X X 0 0 0 CHIP CONLEY CO-VICE CHAIR 3.00 X X 0 0 0 DAVID HSU CO-VICE CHAIR 3.00 X X 0 0 0 DOTTY HAYES TREASURER 3.00 X X 0 0 0 RAYMOND JETSON SECRETARY 3.00 X X 0 0 0 ELLEN GOODMAN DIRECTOR 3.00 X 0 0 0 RABBI LAURA GELLER DIRECTOR 3.00 X 0 0 0 MARINA KIM DIRECTOR 3.00 X 0 0 0 JOSEPH PLUMMER DIRECTOR 3.00 X 0 0 0 PAUL IRVING DIRECTOR 3.00 X 0 0 0 MARC FREEDMAN CO-CEO 40.00 X X 315000 0 39070 EUNICE LIN NICHOLS CO-CEO 40.00 X 215472 0 10990 MARCI ALBOHER VP COMMUNICATIONS 40.00 X 163979 0 27245 A MEGAN MCCARTHY VP OPERATIONS & FINANCE 40.00 X 159059 0 8150 STEFANIE WEISS STRATEGIC COMMUNICATIONS DIRECTOR 40.00 X 149126 0 27400 1002636 0 112855 5 0 1 0 0 10000 776384 4054154 4840538 CONTRACT FEES FOR SERV 900099 337770 337770 HONORARIA 900099 13500 13500 351270 81135 81135 679 679 OTHER INCOME 900099 12 12 12 5273634 351282 0 81814 X 1310239 1310239 16500 16500 530472 467472 63000 1817229 1239360 405045 172824 106466 75987 18607 11872 239650 188916 35419 15315 197572 140193 37302 20077 988 988 20182 20182 541476 476776 2200 62500 8320 8320 72746 72746 57191 49348 4577 3266 106198 33390 72195 613 6433 6433 11912 11912 PRINTING AND PUBLICATIO 55886 40964 14915 7 TELECOMMUNICATIONS 21907 7271 14316 320 STAFF DEVELOPMENT 9488 5082 3290 1116 SUPPLIES 7828 3757 4048 23 5044 86662 -93087 11469 5143727 4150237 631088 362402 1895038 1581343 6222873 6040766 649265 933150 18000 17377 21544 30659 218661 197218 6116 21443 234840 484217 9047676 9108955 287913 257711 78142 242809 6000 470774 273681 842829 774201 X 6131770 5865096 2073077 2469658 8204847 8334754 9047676 9108955 129907 0 X 0 1 X 1 0 X 3619893 3310540 7088055 4530179 4840538 23389205 3619893 3310540 7088055 4530179 4840538 23389205 11237360 12151845 37146 62711 15069 4195 81814 200935 23590140 1750757 0.51510 0.51590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 218661 197218 21443 21443 ADVANCES TO OTHER ORGANIZATIONS 207746 DEPOSITS 11298 RIGHT OF USE ASSET 265173 484217 LEASE LIABILITY 273681 273681 X 5273634 0 5273634 0 5273634 5143727 0 5143727 0 5143727 PART X, LINE 2: THE ORGANIZATION HAS EVALUATED ITS TAX POSITIONS FOR ALL OPEN TAX YEARS. IN MANAGEMENT'S JUDGMENT THERE ARE NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2022 AND 2021. 1 VARIOUS-AVAILABLE UPON REQUEST PO BOX 29542 SAN FRANCISCO CA 94129 943274339 501C3 1275450 0 CASH ENCORE FELLOWSHIPS NETWORK,INNOVATION FELLOWS,NATIONAL SERVICE 47 STIPENDS 3 16500 PART I, LINE 2: THE ORGANIZATION MAKES DISTRIBUTIONS TO ORGANIZATIONS IN THE FORM OF GRANTS. ANY GRANTEE IS REQUIRED TO SIGN A GRANT AGREEMENT THAT ACKNOWLEDGES THE ORGANIZATION'S AUTHORITY TO WITHHOLD AND/OR RECOVER GRANT FUNDS IN CASE SUCH FUNDS ARE, OR APPEAR TO BE, MISUSED. THE AGREEMENT WILL REQUIRE THE GRANTEE TO USE THE FUNDS ONLY FOR PURPOSES OF THE GRANT, TO RETURN ANY FUNDS NOT SO EXPENDED, AND TO SUBMIT REPORTS TO THE ORGANIZATION AT SPECIFIED INTERVALS REGARDING THE GRANTEE'S PROGRESS TOWARD ACHIEVING THE GRANT PURPOSES, AND AN ACCOUNTING OF HOW THE GRANT FUNDS WERE USED. WHEN THE ORGANIZATION MAKES GRANTS TO ORGANIZATIONS OR INDIVIDUALS, IT SHALL KEEP ADEQUATE RECORDS AND CASE HISTORIES TO SHOW (1) THE NAME AND ADDRESS OF THE RECIPIENT, (2) THE AMOUNT DISTRIBUTED, (3) THE PURPOSES FOR WHICH THE AID WAS GIVEN (4) THE MANNER IN WHICH THE RECIPIENT WAS SELECTED, AND (5) THE RELATIONSHIP, IF ANY, BETWEEN THE RECIPIENT AND (A) MEMBERS, OFFICERS OR TRUSTEES OF THE ORGANIZATION, (B) A GRANTOR OR SUBSTANTIAL CONTRIBUTOR TO THE ORGANIZATION OR A MEMBER OF THE FAMILY OF EITHER, AND (C ) A CORPORATION CONTROLLED BY A GRANTOR OR SUBSTANTIAL CONTRIBUTOR. X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 MARC FREEDMAN CO-CEO 300000 0 15000 0 0 0 15000 0 24070 0 354070 0 0 0 EUNICE LIN NICHOLS CO-CEO 215472 0 0 0 0 0 10571 0 419 0 226462 0 0 0 MARCI ALBOHER VP COMMUNICATIONS 163979 0 0 0 0 0 8199 0 19046 0 191224 0 0 0 A MEGAN MCCARTHY VP OPERATIONS & FINANCE 159059 0 0 0 0 0 7750 0 400 0 167209 0 0 0 STEFANIE WEISS STRATEGIC COMMUNICATIONS DIRECTOR 149126 0 0 0 0 0 7456 0 19944 0 176526 0 0 0 PART I, LINE 1A THE BOARD SUPPORTS THE CO-CEO'S OF THE ORGANIZATION SERVING AS INTERNATIONAL SPOKESPERSONS FOR THE ORGANIZATION AND ITS MISSION, AND CONSIDERS REGULAR TRAVEL AND PUBLIC SPEAKING TO BE A SIGNIFICANT PART OF THE CO-CEO'S RESPONSIBILITY. AS SUCH, THE BOARD AMENDED ITS TRAVEL POLICY TO ALLOW THE CO-CEO'S TO SELECT BUSINESS OR FIRST-CLASS AIR TRAVEL FOR FLIGHTS AS THEY DETERMINE THE BUSINESS-RELATED SITUATION WARRANTS IT, BASED ON FLIGHT DURATION, AND FLIGHT AVAILABILITY AND SCHEDULE, AND THAT THE TRAVEL POLICY BE LIMITED TO THE CO-CEO'S ONLY AND THAT THE AMENDMENT BE REVIEWED WHEN REVIEWING CO-CEO'S COMPENSATION AND BENEFITS. ALL TRAVEL EXPENSES ARE PROCESSED ONCE TRAVEL IS COMPLETED AND ARE SUBJECT TO A WRITTEN REIMBURSEMENT REQUEST WITH PROPER SUBSTANTIATION. FORM 990, PART VI, SECTION B, LINE 11B BOARD-ADOPTED RESOLUTIONS THAT STATE THE FORM 990 AND ITS RELATED SCHEDULES BE REVIEWED AND APPROVED ON BEHALF OF THE BOARD, BY THE AUDIT COMMITTEE AND THE TREASURER PRIOR TO FILING, AND THAT THE FORM 990 AND ITS RELATED SCHEDULES BE DELIVERED TO THE FULL BOARD AT THE REGULARLY SCHEDULED MEETING FOLLOWING THE APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MONITORS AND ENFORCES ITS CONFLICT OF INTEREST POLICY THROUGH BOARD AND STAFF ORIENTATIONS, BY ANNUAL WRITTEN DISCLOSURES BY BOARD, STAFF, AND KEY VOLUNTEERS EVALUATING AND RECOMMENDING GRANT AWARDS TO ORGANIZATIONS AND INDIVIDUALS, AND BY REQUESTING FOR AND REPORTING IN MEETING MINUTES ANY DISCLOSURES OF REAL OR POTENTIAL CONFLICTS AT THE TIME ANY BOARD RESOLUTION IS CONSIDERED AND ADOPTED. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S BOARD OF DIRECTORS MUST REVIEW AND APPROVE THE INITIAL AND ANY SUBSEQUENT ADJUSTMENTS TO COMPENSATION FOR ANY BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES. AT THE TIME OF REVIEW, A COMMITTEE OF THE BOARD REVIEWS DATA COMPILED BY THE CHIEF FINANCIAL OFFICER DETAILING THE KEY MANAGEMENT POSITIONS AND RELATED COMPENSATION FOR OTHER NONPROFIT ORGANIZATIONS SIMILAR TO THE ORGANIZATION IN BUDGET SIZE, PROGRAM ACTIVITY AND FUNDING SOURCES. DATA IS DRAWN FROM INDIVIDUAL RESEARCH/CONTACTS, ORGANIZATIONAL WEBSITES, AND PUBLISHED FORM 990'S . IN ADDITION, THE BOARD OF DIRECTORS REVIEWS AND APPROVES AN ANNUAL PERSONNEL PLAN AND PAYROLL BUDGET, INCLUDING ANY BUDGETED BONUS, MERIT OR COLA INCREASES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FORM 1023, FORM 990, CONFLICT OF INTEREST POLICIES, AND AUDITED FINANCIAL STATEMENTS AVAILABLE TO ANY PARTY MAKING THE REQUEST. ALL DOCUMENTS EXIST IN PAPER OR DIGITAL FORM AND ARE PROVIDED AT NO CHARGE VIA FIRST-CLASS MAIL OR E-MAIL. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 476,776. MANAGEMENT AND GENERAL EXPENSES 2,200. FUNDRAISING EXPENSES 62,500. TOTAL EXPENSES 541,476.