2023-11-15T17:27:55-06:00 2022-12-31 450250958 Eide Bailly LLP 5441 Kietzke Ln Ste 150 Reno NV 895112094 990 2022-01-01 870941650 Zephyr Impact ZEPH 7754467242 244 Jackson St Denver CO 80206 Andrew Smiles President 7754467242 2023-11-15 1 Andrew Smiles 999009999 1 Thomas O'Carroll CPA P01727193 7756899100 2023-11-15 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z Andrew Smiles 244 Jackson St Denver CO 80206 699546 0 X zephyrimpact.org X 2021 CO To create space for donors to build breakthrough solutions to address areas of urgent social need.To create space for donors to build breakthrough solutions to address areas of urgent social need by supporting non-profit organizations providing scalable innovations to advance society in the areas of education, mental wellness, technology, and community development. 3 2 0 2 0 0 0 685600 0 13946 0 0 0 0 0 699546 0 380000 0 0 0 0 0 0 48464 0 225794 0 605794 0 93752 0 123627 0 29875 0 93752 X Zephyr Impact creates new space for donors and social change-makers to think big, act boldly, and build breakthrough solutions to address areas of urgent social need. 0 0 514926 380000 13946 Zephyr Impact creates new space for donors and social change-makers to think big, act boldly, and build breakthrough solutions to address areas of urgent social need. Family offices, foundations and donors collaborate and work together with social entrepreneurs to address complex challenges and build a healthy, robust, and civil society.Zephyr Impact provides a platform for dedicated collaborative giving portfolio, enabling donors to invest with a select group of the highest-performing and highest-potential social impact companies in the country. Zephyr Impact provides due diligence, curation, grant-making, and grant-management services to support the portfolio of investments, specifically those who are poised to create outsized impact over the long-term. In partnership with our investors, we also surround social change-makers with an advisory council of experts who provide subject matter expertise, share their networks, and offer strategic guidance and mentoring.Zephyr Impact's first investment initiative is the Youth Wellbeing Solutions Portfolio, designed to invest in leading social entrepreneurs fighting the youth mental health crisis in America. 514926 1 1 0 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 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 2 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 CO X Blaise J Santi 7754467242 244 Jackson St Denver CO 80206 Andrew Smiles President 30.00 X X 149375 0 0 W Bradley Lawliss Secretary 10.00 X X 0 0 0 Robert Savage Treasurer 1.00 X X 0 0 0 149375 0 0 1 0 0 1 StepChange Partner LLC 244 Jackson St Denver CO 80207 Consulting Services 149375 1 685600 685600 Administrative Fees 900099 13946 13946 13946 699546 13946 0 0 X 380000 380000 181250 97063 39287 44900 2235 1900 156 179 2719 2311 190 218 29801 25331 2086 2384 9789 8321 685 783 605794 514926 42404 48464 108565 5132 0 9930 0 123627 29875 0 29875 X 0 0 0 0 0 93752 0 93752 0 123627 93752 0 X 0 0 0 X 685500 685500 685500 685500 671790 13710 685500 13946 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 Security Deposits 9930 9930 1 Mindful Life Project 124 Washington Ave Suite B Richmond CA 94801 475066819 501(c)(3) 380000 0 To transform schools from the inside out with innovative and comprehensive mindfulness-based social emotional learning programming. 1 0 Part I, Line 2: The Board of Directors will ensure that Zephyr Impact conducts an advance review of every transfer of funds to ensure that the project for which the funds will be used furthers the Organization's charitable goals. In addition, Zephyr Impact will enter into a written agreement with the recipient of every disbursement memorializing the recipient's obligation to use the funds exclusively for the purposes approved by the Board. Following the transfer of funds, to ensure that funds are used for their intended purposes and not diverted to other uses, the Organization will make periodic investigations and audits and require periodic and final financial reports documenting the use to which the recipient put such funds. 0 0 0 0 0 0 0 0 0 Andrew Smiles President 149375 0 0 0 0 0 0 0 0 0 149375 0 0 0 Schedule J, Part I, Line 3 and Part II Andrew Smiles, President, is compensated by StepChange Partners LLC, an unrelated entity, for services provided to Zephyr Impact. During 2022, $149,375 was paid for consulting services. The non-conflicted board of directors reviews the contract with the unrelated entity and approves the amount paid. StepChange Partners LLC Entity solely owned by President 149375 Andrew Smiles, President, is the soul owner of StepChange Partners LLC. Zephyr Impact entered into a consulting agreement with StepChange to provide initial capacity and organizational consulting services to the Zephyr Impact. 0 Form 990, Part VI, Section A, line 8b During its initial year the organization and its key members would subsequently document key meetings and decisions via memorandums to the organization's official files. These memorandums would record the decisions made by the Grant Director and other key decision makers of the organization in lieu of any separate committee actions. Form 990, Part VI, Section B, line 11b The organization will provide a copy of the return to the board of directors prior to filing with the IRS. Form 990, Part VI, Section B, line 12c The Organization's conflict of interest policy covers directors and officers. If a conflict arises, covered members must immediately disclose the conflict to the board and a disinterest party is then assigned to investigate the conflict. Once a conflict has been determined the covered member is prohibited from voting on the proposed transaction or arrangement. Form 990, Part VI, Section C, line 19 All documents are available to the public upon request. Form 990, Part IX, line 11g Grant Direction: Program service expenses 79,993. Management and general expenses 32,378. Fundraising expenses 37,004. Total expenses 149,375. Other Professional Fees: Program service expenses 17,070. Management and general expenses 6,909. Fundraising expenses 7,896. Total expenses 31,875.