2023-11-15T15:04:11-06:00 2022-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2022-01-01 264385733 ROOT CHANGE INC ROOT 2024705566 610 8TH ST NE WASHINGTON DC 200025238 EVAN BLOOM EXECUTIVE DIRECTOR 2024705566 2023-11-15 1 EVAN BLOOM 999009999 1 GLENN MILLER CPA P00086726 6082744020 2023-11-15 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z EVAN BLOOM 610 8TH ST NE WASHINGTON DC 200025238 1394242 0 X WWW.ROOTCHANGE.ORG X 2009 DC TO IDENTIFY, DEVELOP, AND SCALE PATTERN-BREAKING STRATEGIES FOR SOCIAL DEVELOPMENT. 9 7 0 7 0 0 228592 155103 565181 1239139 0 0 -47 0 793726 1394242 20468 0 0 0 582819 542153 0 0 0 385054 694617 988341 1236770 -194615 157472 88110 560751 602917 918336 -514807 -357585 X ROOT CHANGE'S MISSION IS TO BRING PEOPLE TOGETHER TO QUESTION ASSUMPTIONS, THINK DEEPLY, TEST IDEAS, AND LEAD THE WAY TO A WORLD BUILT ON SOCIAL JUSTICE PRINCIPLES. 0 0 934546 1239139 STATEMENT OF PURPOSE FOR ROOT CHANGEAT ROOT CHANGE, WE ARE COMMITTED TO STRENGTHENING DEMOCRACY AND CIVIL SOCIETY, EMPOWERING COMMUNITIES AND FAMILIES, AND FOSTERING YOUTH DEVELOPMENT. WE OPERATE GLOBALLY, TAILORING OUR STRATEGIES TO MEET THE DIVERSE NEEDS OF OUR PARTNERS.KEY INITIATIVES AND COLLABORATIONS IN 2022:COLLABORATION WITH THE CARTER CENTER: IN 2022, WE INITIATED A PARTNERSHIP WITH THE CARTER CENTER TO SUPPORT THEIR DOMESTIC CONFLICT RESOLUTION AND DEMOCRACY PROGRAMS. SUPPORT FOR PUBLIC HEALTH CAMPAIGNS: WE PROVIDED COMPREHENSIVE SUPPORT SERVICES FOR THE PUBLIC HEALTH INITIATIVE "VACCINATE ALL 58 CAMPAIGN" THROUGH CONTRACTS WITH STATE HEALTH DEPARTMENTS AND HEALTHCARE ORGANIZATIONS. OUR INVOLVEMENT INCLUDED DEVELOPING MONITORING, EVALUATION, AND LEARNING FRAMEWORKS, PROGRAM EVALUATION, STAFF DEVELOPMENT, COACHING, CAPACITY BUILDING FOR COMMUNITY-BASED ORGANIZATIONS (CBOS), REGIONAL CONVENINGS, AND NETWORK ANALYSIS OF THE CBO COMMUNITY INVOLVED IN HEALTH OUTREACH AND MITIGATION.CALIFORNIA OFFICE OF COMMUNITY PARTNERSHIPS AND STRATEGIC COMMUNICATIONS: WE CONTINUE TO ASSIST THIS OFFICE WITH COLLECTIVE ACTION PLANNING, COMMUNITY-BASED FOCUS GROUPS, ANALYTICAL DIGESTS, AND DIRECT ASSISTANCE TO REGIONAL PROGRAM MANAGERS.ROBERT WOOD JOHNSON FOUNDATION GRANT: WE WERE AWARDED A GRANT TO SUPPORT THE GLOBAL PARTNERSHIP EXCHANGE PROGRAM. THIS PROJECT FOCUSES ON STRENGTHENING U.S.-BASED GRASSROOTS COMMUNITY GROUPS WORKING IN HEALTH EQUITY, AIMING TO ENHANCE THEIR COLLECTIVE ACTION CAPACITIES, SOCIAL CAPITAL, AND OPPORTUNITIES FOR ADVANCING HEALTH ACCESS AND OUTCOMES.YOUTHPOWER YOUTH EXCEL PROGRAM WITH IREX: WE CONTINUED OUR PARTNERSHIP WITH IREX TO IMPLEMENT THE YOUTHPOWER YOUTH EXCEL PROGRAM, A GLOBAL INITIATIVE BY THE U.S. AGENCY FOR INTERNATIONAL DEVELOPMENT (USAID). THIS PROGRAM EMPOWERS YOUNG PEOPLE AND YOUTH ORGANIZATIONS TO DRIVE LOCAL DEVELOPMENT USING IMPLEMENTATION RESEARCH TO STRENGTHEN DEVELOPMENT SOLUTIONS AT VARIOUS LEVELS.IMPACT AND OUTCOMES:EACH PROJECT UNDERTAKEN IN 2022 HAS CONTRIBUTED SIGNIFICANTLY TO OUR MISSION OF STRENGTHENING SYSTEMS AND EMPOWERING COMMUNITIES. SPECIFIC OUTCOMES INCLUDE ENHANCED CAPACITY OF COMMUNITY-BASED ORGANIZATIONS, SUCCESSFUL CONVENING OF REGIONAL STAKEHOLDERS FOR PUBLIC HEALTH INITIATIVES, AND EMPOWERING YOUTH LEADERSHIP IN LOCAL DEVELOPMENT ACROSS THE GLOBE. 934546 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 X 16 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X EVAN BLOOM 2024705566 610 8TH ST NE WASHINGTON DC 200025238 CLAUDIA LIEBLER DIRECTOR 40.00 X 102307 0 0 SABRINA AMBURGEY DIRECTOR 1.00 X 0 0 0 AARON LEONARD TREASURER 1.00 X X 0 0 0 MEG KINGHORN CHAIRPERSON 1.00 X X 0 0 0 TANJA BJELANOVIC DIRECTOR 1.00 X 0 0 0 GERTRUDE ZOE KABWAZI DIRECTOR 1.00 X 0 0 0 LAURA NYIRINKINDI DIRECTOR 1.00 X 0 0 0 TARA RAO DIRECTOR 1.00 X 0 0 0 EVAN BLOOM EXECUTIVE DIRECTOR 40.00 X 128154 0 0 230461 0 0 2 0 0 0 BERYL BETH LEVINGER 185 SAN REMO RD CARMEL CA 93923 CONVENING CONTRACT 101250 1 102364 52739 155103 PROGRAM SERVICE REVENU 541900 1239139 1239139 1239139 1394242 1239139 0 0 X 230461 129931 100530 246112 138755 107357 25164 14187 10977 40416 22786 17630 13822 13822 565159 555709 9450 5620 5620 41844 27700 14144 55060 38989 16071 1878 1330 548 117 117 1392 1392 622 622 DUES AND SUBSCRIPTIONS 9103 5159 3944 1236770 934546 302224 0 62987 349452 21525 210700 1476 119 5069 4589 1872 480 250 0 88110 560751 111002 103163 142356 313039 97295 47834 252264 454300 602917 918336 X -514807 -357585 -514807 -357585 88110 560751 157472 -250 0 X 0 1 X 0 0 X 9247 121067 228593 155103 514010 9247 121067 228593 155103 514010 97125 416885 514010 4860428 0.81100 0.85280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5069 4589 480 480 1394242 0 1394242 0 1394242 1236770 0 1236770 0 1236770 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 2 RC NBD DIRECTOR-CONSULTANT BASED IN NETHERLANDS; CII EXECUTIVE DIRECTOR TRIP TO EUROPE 1. NBD DIRECTOR: ADVANCE ROOT CHANGE'S NEW BUSINESS DEVELOPMENT STRATEGY, LEAD BUSINESS DEVELOPMENT SCOPING, OUTREACH, PARTNERSHIP CREATION AND PROPOSAL DEVELOPMENT. THE CONSULTANT WILL REPRESENT ROOT CHANGE PROGRAMS AND KEY LESSONS TO FUNDERS, NGOS, AND OTHER POTENTIAL PARTNERS. THE CONSULTANT ALSO SUPPORTS ROOT CHANGE'S GOVERNANCE AND DEMOCRACY PORTFOLIOSPECIFICALLY ASSISTING WITH THE CARTER CENTER WORK AND OTHER RELATED PROGRAMS. 2. CII EXEC DIRECTOR: MAURICIO WORKS CLOSELY WITH ROOT CHANGE TO IMPLEMENT CII AROUND THE WORLD. 21845 NORTH AMERICA 0 2 RC LEARNING & PROGRAM OFFICER-CONSULTANT; CII LIAISON IN MEXICO SUPPORT WITH CII PROGRAMMING, SYSTEMS STRENGTHENING WORK AND DATA ANALYTICS 32174 SUB-SAHARAN AFRICA 0 5 CII LIAISON IN LIBERIA; CII LIAISON IN MALAWI; CII LIAISON IN KENYA; CII LIAISON IN TANZANIA; CII EX LIAISONS ARE RESPONSIBLE FOR OVERALL DEVELOPMENT AND IMPLEMENTATION OF CII MODEL IN THE DESIGNATED COUNTRIES 58526 SOUTH AMERICA 0 1 CII LIAISION IN COLOMBIA LIAISONS ARE RESPONSIBLE FOR OVERALL DEVELOPMENT AND IMPLEMENTATION OF CII MODEL IN THE DESIGNATED COUNTRIES 1538 SOUTH ASIA 0 2 CAMBODIA COACHES; CII LIAISON IN PHILIPPINES CAMBODIA COACHES SUPPORTED RC WITH THE CLOUDBURST PROGRAM, LOCAL ORGANIZATIONS-MOVEMENT TOWARDS SELF-RELIANCE'' (LO-MTSR)ACTIVITY. THEY WORKED WITH NGOS AND PROVIDED QUARTERLY REPORTING AND TRANSLATION SERVICES. 47655 0 12 0 0 0 12 161738 0 161738 CASH GRANTS 3 52825 CASH GRANTS 1 1538 CASH GRANTS 1 1458 CASH GRANTS 1 1754 0 0 0 0 0 0 PART I, LINE 2: EFFECTIVE GRANTS MANAGEMENT: ROOT CHANGE'S REGRANTING MANAGEMENT APPROACH IS GROUNDED IN MAINTAINING FLEXIBILITY AND ADAPTABILITY TO RESPOND TO CHANGING CONTEXTUAL DYNAMICS. ROOT CHANGE CAN QUICKLY DEPLOY SUBAWARDS, AND WHERE NECESSARY PROVIDE GRANTS MANAGEMENT ONBOARDING AND TOOLKITS TO ADEQUATELY STRENGTHEN CAPACITY AMONG PARTNERS. ROOT CHANGE WILL DEVELOP EFFICIENT GRANTING MECHANISMS AND TOOLS FOR ALL PARTNERS AND ENSURE THAT APPROPRIATE AND STREAMLINED DUE DILIGENCE IS CONDUCTED, AND THAT THE PROGRAM CONTINUOUSLY BRINGS ADAPTIVE AND COMPLIANT APPROACHES TO PROVIDING ASSISTANCE TO LOCAL PARTNERS. COMPLIANCE AND OVERSIGHT: ROOT CHANGE HAS AN OUTSTANDING RECORD AS A CUSTODIAN OF U.S. GOVERNMENT FUNDING FOR DEVELOPMENT ASSISTANCE AND HAS DEMONSTRATED FULL ACCOUNTABILITY, EVEN IN COUNTRIES WHERE FUNDS TRANSFERS, FINANCIAL TRACKING, AND OVERSIGHT ARE CHALLENGING. ROOT CHANGE'S FINANCIAL AND OPERATIONAL OVERSIGHT WILL BE LED BY WADIA SAMADI. WADIA BRINGS EXPERIENCE MANAGING FINANCE AND OPERATIONS IN OVER A DOZEN COUNTRIES, INCLUDING USG AND USAID POLICY COMPLIANCE. ROOT CHANGE BRINGS ESTABLISHED AND PROVEN SYSTEMS AND POLICIES FOR FINANCE, PERSONNEL, COMPLIANCE, AND REGRANTING. THESE INCLUDE DIRECT ACCESS TO ORGANIZATIONAL POLICIES, TEMPLATES, AND DOCUMENTS RELATED TO PROCUREMENT, FINANCE, AND MANAGEMENT.ROOT CHANGE ALSO UNDERTAKES A RIGOROUS DUE DILIGENCE AND RISK ASSESSMENT PROCESS TO MITIGATE RISK AND ESTABLISH APPROPRIATE MONITORING PLANS BEFORE ENTERING INTO SUB-AWARD AGREEMENTS WITH LOCAL PARTNERS. WE HAVE IN PLACE POLICIES AND PROCEDURES FOR ALL KEY BUSINESS PRACTICES, INCLUDING CONFLICT OF INTEREST, RECORD RETENTION AND WHISTLE BLOWER POLICIES. PART I, LINE 3: FINANCIAL AND OPERATIONAL OVERSIGHT. PART III, COL (C): NUMBER OF RECIPIENTS IS TRACKED VIA FINANCIAL AND OPERATIONAL OVERSIGHT. PART III ACCOUNTING METHOD: EVAN BLOOM EXECUTIVE DIRECTOR DEFERMENT OF RENT TO ASSIST WITH ORGANIZATIONAL CASH FLOWS X 47834 47834 0 1 0 47834 FORM 990, PART V, LINE 2A: ROOT CHANGE INC. LEASES EMPLOYEES FROM A PROFESSIONAL EMPLOYMENT ORGANIZATION, JUSTWORKS EMPLOYMENT GROUP LLC. THE EMPLOYEES ARE CONSIDERED COMMON LAW EMPLOYEES OF ROOT CHANGE INC., HOWEVER, JUSTWORKS EMPLOYMENT GROUP LLC IS THE EMPLOYER OF RECORD AND EMPLOYEES GET THEIR W2S FROM JUSTWORKS EMPLOYMENT GROUP LLC. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS SENT BY THE ACCOUNTANT TO THE MEMBERS OF THE GOVERNING BODY FOR APPROVAL BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, SHE/HE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF OFFICERS IS DETERMINED USING PAST COMPENSATION AND DATA ON COMPENSATION PAID BY SIMILAR INTERNATIONAL DEVELOPMENT ORGANIZATIONS AS WELL AS A REVIEW BY INDEPENDENT PERSONS. 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 PROFESSIONAL CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 555,709. MANAGEMENT AND GENERAL EXPENSES 9,450. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 565,159.