2023-10-30T12:01:33-05:00 2022-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 290 W MT PLEASANT AVENUE 3310 LIVINGSTON NJ 07039 990 2022-01-01 831579781 REFED INC REFE 5129472176 4602 21ST STREET PO BOX 1531 LONG ISLAND CITY NY 11101 STEVEN SWARTZ TREASURER 5129472176 2023-10-25 1 STEVEN SWARTZ 999009999 0 PAULA VUKSIC P00360739 9732180500 2023-10-25 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z DANA GUNDERS RIVERO 4602 21ST STREET PO BOX 1531 LONG ISLAND CITY NY 11101 5483716 0 X REFED.ORG X 2018 DE REFED IS A NATIONAL NONPROFIT DEDICATED TO ENDING FOOD LOSS AND WASTE ACROSS THE U.S. FOOD SYSTEM BY ADVANCING DATA-DRIVEN SOLUTIONS. OUR VISION IS A SUSTAINABLE, RESILIENT, AND INCLUSIVE FOOD SYSTEM THAT OPTIMIZES ENVIRONMENTAL RESOURCES, MINIMIZES CLIMATE IMPACTS, AND MAKES THE BEST USE OF THE FOOD WE GROW. 10 10 20 0 0 0 2883794 5277223 160549 206159 161 334 0 0 3044504 5483716 0 265000 0 0 1725182 2742826 0 0 464153 1195501 1832476 2920683 4840302 123821 643414 3245213 3888431 303723 303527 2941490 3584904 X REFED IS A NATIONAL NONPROFIT DEDICATED TO ENDING FOOD LOSS AND WASTE ACROSS THE U.S. FOOD SYSTEM BY ADVANCING DATA-DRIVEN SOLUTIONS. OUR VISION IS A SUSTAINABLE, RESILIENT, AND INCLUSIVE FOOD SYSTEM THAT OPTIMIZES ENVIRONMENTAL RESOURCES, MINIMIZES CLIMATE IMPACTS, AND MAKES THE BEST USE OF THE FOOD WE GROW. 0 0 1200533 DATA & INSIGHTS PROGRAM SERVICE ACCOMPLISHMENTS : IN 2022 WE BEGAN BACKEND DEVELOPMENT AND DATA MANAGEMENT EFFORTS TO PREPARE FOR THE FIRST-EVER UPDATE TO THE INSIGHTS ENGINE, THE LEADING SOURCE OF DATA AND INFORMATION ON FOOD LOSS AND WASTE IN THE UNITED STATES. THE POLICY FINDER (A COMPONENT OF THE INSIGHTS ENGINE) WAS UPDATED IN 2022. IT IS A TOOL BEING USED BY POLICY MAKERS AND PUBLIC OFFICIALS AT CITY, STATE, AND REGIONAL LEVELS TO FIND BEST PRACTICES AND INNOVATIVE SOLUTIONS THAT CAN DRIVE FOOD SYSTEM CHANGE WHERE NEEDED. THE INSIGHTS ENGINE HAS HAD 52,000 USERS WITH 871 USE CASES DEMONSTRATING HOW THE TOOL HAS DIRECTED POLICY, GOVERNMENT PLANNING, AND BUSINESS INTERVENTIONS. 1162450 265000 206159 CAPITAL, INNOVATION, & ENGAGEMENT PROGRAM SERVICE ACCOMPLISHMENTS : CAPITAL & INNOVATION LAUNCHED THE CAPITAL TRACKER, PROVIDED MONTHLY DEAL FLOW REPORTS AND ANALYSES OF FUNDING OPPORTUNITIES TO SCALE SOLUTIONS, AND LAUNCHED OUR FOOD WASTE FUNDER CIRCLE. THE CAPITAL TRACKER IS BEING USED BY INVESTORS TO SEE WHERE THERE ARE OPPORTUNITIES THAT CAN FILL GAPS TO ADDRESS FOOD LOSS AND WASTE AS A BUSINESS PROPOSITION, AND WE HAVE TRACKED MORE THAN $888M IN DEAL FLOW TO DATE. THE FOOD WASTE FUNDER CIRCLE HOSTED NINE PITCH EVENTS FEATURING THREE COMPANIES EACH, REACHING 144 FOOD WASTE FUNDER CIRCLE MEMBERS (FWFC). MOST NOTABLY WE ESTABLISHED OUR CATALYTIC GRANT FUND THAT DIRECTS PHILANTHROPIC FUNDS TO ORGANIZATIONS OFFERING THE PROMISE OF FOOD LOSS AND WASTE REDUCTION. THE FIRST OPEN CALL OF THE CATALYTIC GRANT FUND IN NOVEMBER 2022 RECEIVED GRANT APPLICATIONS IN EXCESS OF $99M FROM 270 ORGANIZATIONS. 1002455 BUSINESS INITIATIVES PROGRAM SERVICE ACCOMPLISHMENTS : WE LAUNCHED A BUSINESS ENGAGEMENT SUITE OF SERVICES AND WITNESSED REAL FOOD LOSS AND WASTE REDUCTIONS IN OUR PACIFIC COAST FOOD WASTE COMMITMENT, A PRIVATE-PUBLIC PARTNERSHIP FOCUSED ON FOOD LOSS AND WASTE, AND ENGAGED IN STATE AND FEDERAL POLICY ADVISEMENT. OUR BUSINESS ENGAGEMENT SERVICES WORKED WITH ITS FIRST FIVE PILOT COMPANIES, REPRESENTING REGIONAL AND NATIONAL RETAILERS. THE PACIFIC COAST FOOD WASTE COMMITTMENT REPRESENTS 15 BUSINESS SIGNATORIES ACTIVELY, INCLUDING 51% OF WEST COAST FOOD RETAILERS. THE PROJECT RAN PILOTS OF DIFFERENT FOOD WASTE INTERVENTIONS AND PUBLISHED PUBLIC CASE STUDIES WITH SEVERAL OF THE PARTICIPATING SIGNATORIES. WE ALSO COMPLETED PILOT TESTING OF A CUSTOM DATA REPORTING AND ANALYTICS TOOL TO BE FURTHER DEVELOPED AND ROLLED OUT TO BUSINESSES IN 2023. 311509 DIVERSITY, EQUITY, INCLUSION PROGRAM SERVICE ACCOMPLISHMENTS : CONDUCTED INTERNAL STAFF TRAINING PROGRAMS TO EDUCATE EMPLOYEES ON VARIOUS ASPECTS OF DIVERSITY, EQUITY, INCLUSION AND JUSTICE AND THE WAYS IN WHICH THEY INTERSECT WITH REFED'S WORK ON FOOD WASTE. REFED HIRED ITS FIRST DEIJ FELLOW TO LEAD A YEAR-LONG WORKSTREAM TO CONDUCT A LANDSCAPE ASSESSMENT TO FURTHER INVESTIGATE THESE INTERSECTIONS AND BEGIN WORK ON A PUBLIC REPORT. STAFF ALSO CONDUCTED THE FIRST HALF OF AN INTERNAL DEIJ ASSESSMENT TO IDENTIFY OPPORTUNITIES FOR GREATER INTEGRATION OF DEIJ WORK INTO THE ORGANIZATION'S INTERNAL POLICIES AND PROCESSES AND EXTERNAL-FACING PROGRAMMING AND STRATEGIES. 311509 3676947 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 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 15 0 1 20 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 0 0 NY CA OR X X X KATY FRANKLIN 5129472176 3444 32ND STREET 1A ASTORIA NY 11106 PAMELA MURPHY CHAIR, BOARD OF DIRECTORS 2.00 X X 0 0 0 STEVEN SWARTZ TREASURER, BOARD OF DIRECTORS 2.00 X X 0 0 0 EMILY MA SECRETARY, BOARD OF DIRECTORS 2.00 X X 0 0 0 YALMAZ SIDDIQUI MEMBER, BOARD OF DIRECTORS 2.00 X 0 0 0 CHARLES C SAVITT MEMBER, BOARD OF DIRECTORS 2.00 X 0 0 0 STACEY G KOEHNKE MEMBER, BOARD OF DIRECTORS 2.00 X 0 0 0 EDUARDO ROMERO MEMBER, BOARD OF DIRECTORS 2.00 X 0 0 0 SHASHANK MOHAN MEMBER, BOARD OF DIRECTORS 2.00 X 0 0 0 JEFFREY RHODES MEMBER, BOARD OF DIRECTORS 2.00 X 0 0 0 ERIC WOODS MEMBER, BOARD OF DIRECTORS 2.00 X 0 0 0 DANA GUNDERS RIVERO EXECUTIVE DIRECTOR 40.00 X 256039 0 32791 ALEXANDRIA COARI VP, CAPITAL, INNOVATION, & ENGAGEMENT 40.00 X 161959 0 15676 SHAWN SHEPHERD DEVELOPMENT DIRECTOR 40.00 X 148800 0 12477 JEFFREY COSTANTINO COMMUNICATIONS DIRECTOR 40.00 X 134756 0 21043 KATHLEEN FRANKLIN OPERATIONS DIRECTOR 40.00 X 126270 0 22910 ASCH HARWOOD VP, DATA & INSIGHTS 40.00 X 147181 0 32339 975005 0 137236 6 0 1 0 JUNIATA ANALYTICS 732 CAMPANELLO WAY BRENTWOOD CA 94513 DATA ANALYTICS AND SOFTWARE ENGINEERING 178209 VIZZUALITY FUENCARRAL 123 5 A MADRID SP 28010 WEB DEVELOPMENT 112168 2 5277223 5277223 CONFERENCE FEES 900099 147572 147572 FEES FOR SERVICE 900099 58587 58587 206159 334 334 5483716 206159 0 334 X 265000 265000 288830 173298 57766 57766 1937644 1403891 255908 277845 57260 39704 10115 7441 278599 189791 50337 38471 180493 128150 25269 27074 41339 29413 11926 79800 79800 1069186 944065 98832 26289 201644 139112 38300 24232 51610 51610 45665 43088 750 1827 177153 117937 56008 3208 163580 151888 11692 2499 2499 4840302 3676947 699202 464153 2134698 876835 835256 835590 2047500 245000 54088 28170 51828 2089 22590 3245213 3888431 202109 227517 101614 76010 303723 303527 X 1822175 1790431 1119315 1794473 2941490 3584904 3245213 3888431 643414 0 X 0 1 X 1 0 X 676259 4060327 8394345 2883794 5277223 21291948 676259 4060327 8394345 2883794 5277223 21291948 4793151 16498797 161 334 495 21292443 911356 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 835256 334 835590 95 835000 161 835256 95 95 1.00000 0 0 0 X 5583716 100000 100000 5483716 0 5483716 4940302 100000 100000 4840302 0 4840302 PART V, LINE 4: SUPPORT EMERGENCY CASH NEEDS OF THE ORGANIZATION. PART X, LINE 2: THE ORGANIZATION IS ORGANIZED AS A DELAWARE NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICVE ("IRS") AS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE ("IRC") SECTION 501(A) AS ORGANIZATIONS DESCRIBED IN IRC SECTION 501 (C)(3), QUALIFY FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER IRC SECTIONS 170(B)(1)(A)(VI) AND (VII), AND HAVE BEEN DETERMINED NOT TO BE PRIVATE FOUNDATIONS UNDER IRC SECTIONS 509(A)(1) AND (3), RESPECTIVELY. THE ORGANIZATION IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH IRS. IN ADDITION, THE ORGANIZATION IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THEIR EXEMPT PURPOSES. THE ORGANIZATION HAS DETERMINED THAT IT IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAS NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. 1 FOOD RECOVERY NETWORK 1100 H ST NW SUITE 520 WASHINGTON DC 20005 453836775 501 (C) (3) 100000 0 EXPANSION OF THE FOOD RECOVERY NETWORK HIDDEN GEMS BEVERAGE COMPANY 3230 MARKET ST SUITE 402 PHILADELPHIA PA 19104 843367650 50000 0 ADVANCE THE UPCYCLED USE OF THE AVOCADO SEED UPCYCLED FOOD FOUNDATION 5070 VALLEJO STREET DENVER CO 80221 843451824 501(C) (3) 100000 0 ADVANCE UPCYCLED MARKETING STRATEGIES CAVA MEZZE GRILL 14 RIDGE SQUARE NW SUITE 500 WASHINGTON DC 20016 473426661 15000 0 SUPPORT HOSTING OF EDFCC SUMMER FELLOW 2 2 PART I, LINE 2: THE ORGANIZATION MAINTAINS DETAILED RECORDS OF APPLICANT AND GRANTEE SUBMISSION INFORMATION, INCLUSIVE OF LETTERS OF INTENT AND FULL APPLICATIONS. IT ALSO MAINTAINS FULL RECORDS OF CORRESPONDENCE WITH GRANTEES REGARDING THEIR ACCEPTANCE OF GRANT FUNDS AND THE ASSOCIATED TERMS AND CONDITIONS FOR ACCEPTING SAID FUNDS. ALL APPLICANTS ARE EVALUATED USING THE SAME ELIGIBILITY CRITERIA THROUGH A RIGOROUS PROCESS THAT CONSIDERS INITIATIVE IMPACT POTENTIAL, CATALYTIC POTENTIAL, ORGANIZATIONAL TRACK RECORD, AND TEAM AND IMPLEMENTATION POTENTIAL. APPLICANTS ARE EVALUATED BY BOTH AN INDEPENDENT REVIEW COMMITTEE AND A GRANT FUND SELECTION COMMITTEE. AFTER BEING AWARDED A GRANT, SELECTED GRANTEES ENGAGE IN QUARTERLY REPORTING MEETINGS TO ENABLE THE MONITORING OF THE USE OF FUNDS. THEY ALSO COMPLETE REGULAR IMPACT AND FINANCIAL REPORTING, AS AGREED UPON IN THE TERMS AND CONDITIONS OF EACH GRANT AGREEMENT. X X 0 0 0 0 0 0 0 0 0 DANA GUNDERS RIVERO EXECUTIVE DIRECTOR 256039 0 0 0 0 0 9589 0 23202 0 288830 0 0 0 ASCH HARWOOD VP, DATA & INSIGHTS 147181 0 0 0 0 0 553 0 31786 0 179520 0 0 0 ALEXANDRIA COARI VP, CAPITAL, INNOVATION, & ENGAGEMEN 161959 0 0 0 0 0 6208 0 9468 0 177635 0 0 0 SHAWN SHEPHERD DEVELOPMENT DIRECTOR 148800 0 0 0 0 0 5755 0 6722 0 161277 0 0 0 JEFFREY COSTANTINO COMMUNICATIONS DIRECTOR 134756 0 0 0 0 0 5273 0 15770 0 155799 0 0 0 PART I, LINE 3 THE BOARD APPROVES THE COMPENSATION OF ALL EXECUTIVE EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING THE FORM 990, A COMPLETE COPY WAS PROVIDED TO EACH MEMBER OF THE BOARD OF DIRECTORS FOR THEIR REVIEW. ALL BOARD MEMBERS WERE GIVEN THE OPPORTUNITY TO PROVIDE COMMENTS AND ASK QUESTIONS ABOUT THE INFORMATION CONTAINED IN FORM 990. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, OFFICER, AND OTHER STAFF MEMBER AND COMMITTEE MEMBER WITH GOVERNING-BOARD-DELEGATED POWERS SHALL, BEFORE INITIAL ELECTION OR APPOINTMENT AND ANNUALLY THEREAFTER, SIGN A STATEMENT AND GIVE SUCH STATEMENT TO THE SECRETARY OF REFED, INC., WHICH AFFIRMS THAT SUCH PERSON:(A) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, (B) HAS READ AND UNDERSTANDS THE CONFLICT OF INTEREST POLICY, (C) HAS AGREED TO COMPLY WITH THE CONFLICT OF INTEREST POLICY, (D) UNDERSTANDS THAT THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES (AND WILL ENDEAVOR TO FURTHER SUCH PURPOSES), AND (E) UNDERSTANDS THAT HE OR SHE MUST DISCLOSE ANY CONFLICT OF INTEREST; SPECIFICALLY, THE DIRECTOR, OFFICER, AND OTHER STAFF MEMBER, OR COMMITTEE MEMBER MUST IDENTIFY, TO THE BEST OF HIS OR HER KNOWLEDGE ANY ENTITY OF WHICH HE OR SHE IS AN OFFICER, DIRECTOR, TRUSTEE, MEMBER, OR EMPLOYEE AND WITH WHICH THE ORGANIZATION HAS A RELATIONSHIP, AND ANY TRANSACTION IN WHICH THE ORGANIZATION IS A PARTICIPANT. ANY POTENTIAL CONFLICT THAT ARISES IS IMMEDIATELY BROUGHT TO THE ATTENTION OF THE BOARD OF DIRECTORS FOR DISCUSSION AND RESOLUTION OF HOW TO PROCEED. ANY DIRECTOR(S) TO WHOM A CONFLICT OF INTEREST RELATES WILL RECUSE THEMSELVES FROM SUCH DISCUSSIONS AND VOTING. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS APPROVES THE COMPENSATION OF THE ORGANIZATIONS OFFICERS AFTER A REVIEW OF THEIR QUALIFICATIONS, THEIR PROPOSED EMPLOYMENT CONTRACTS, AND COMPARABILITY DATA FROM OTHER ORGANIZATIONS. A SUMMARY OF EACH REVIEW AND DECISION IS PROVIDED IN THE MINUTES OF THE BOARD MEETING AT WHICH (OR THE UNANIMOUS WRITTEN CONSENT IN LIEU OF MEETING IN WHICH) THE DECISION WAS MADE. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S 990'S ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AND OTHER WEBSITES SUCH AS GUIDESTAR. FORM 1023 IS AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G ANALYTICS: PROGRAM SERVICE EXPENSES 231,159. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 231,159. COMMUNICATIONS: PROGRAM SERVICE EXPENSES 30,250. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 30,250. EVENT PLANNING: PROGRAM SERVICE EXPENSES 67,975. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 67,975. SOFTWARE ENGINEERING: PROGRAM SERVICE EXPENSES 204,887. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 204,887. HUMAN RESOURCES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 23,647. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,647. IT SUPPORT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 769. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 769. PROJECT MANAGEMENT: PROGRAM SERVICE EXPENSES 161,313. MANAGEMENT AND GENERAL EXPENSES 2,444. FUNDRAISING EXPENSES 19,962. TOTAL EXPENSES 183,719. PUBLIC RELATIONS: PROGRAM SERVICE EXPENSES 96,280. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 96,280. INVOICE LEVEL CHARGES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,000. STRATEGIC ADVISORY: PROGRAM SERVICE EXPENSES 34,620. MANAGEMENT AND GENERAL EXPENSES 8,120. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 42,740. WEB & GRAPHIC DESIGN: PROGRAM SERVICE EXPENSES 117,581. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 6,327. TOTAL EXPENSES 123,908. SERVICE FEE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 59,102. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 59,102. ADMINISTRATIVE SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,750. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,750.