2023-09-28T09:54:07-05:00 2022-12-31 473556755 JACOB COHEN CPA LLC 1613 WALNUT STREET 2ND FLOOR PHILADELPHIA PA 19103 990 2022-01-01 823264419 CENTER FOR INNOVATIVE GOVERNANCE RESEARCH CENT 3016758269 601 I STREET NW WASHINGTON DC 20001 KURTIS LOCKHART EXECUTIVE DIRECTOR 3016758269 2023-09-27 1 KURTIS LOCKHART 999009999 1 JACOB COHEN CPA P01083745 2677645476 X 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHARTER CITIES INSTITUTE KURTIS LOCKHART 601 I STREET NW WASHINGTON DC 20001 1953710 0 X WWW.CHARTERCITIESINSTITUTE.ORG X 2017 NV THE CENTER FOR INNOVATIVE GOVERNANCE RESEARCH IS BUILDING THE FUTURE OF GOVERNANCE BY CREATING THE ECOSYSTEM FOR CHARTER CITIES. 4 3 14 0 0 0 6064849 1805386 0 60895 27707 86755 0 0 6092556 1953036 23729 198486 0 0 889608 1172064 0 0 341541 766463 1156097 1679800 2526647 4412756 -573611 5595971 4541412 5407 149401 5590564 4392011 X WE WORK WITH ENTREPRENEURS, INVESTORS, POLICY EXPERTS, GOVERNMENTS, HUMANITARIANS, AND NEW CITY DEVELOPERS TO BUILD A COMMON UNDERSTANDING OF CHARTER CITIES AND CREATE RELATIONSHIPS WHICH CAN WORK TOWARD IMPLEMENTING CHARTER CITIES. OUR GOAL IS TO LIFT TENS OF MILLIONS OF PEOPLE OUT OF POVERTY BY HELPING TO INCUBATE DOZENS OF CHARTER CITIES AROUND THE WORLD. 0 0 522929 181086 PASS LAWS: PROVIDED FOR SECONDARY CITIES TO BE DESIGNATED AS SPECIAL JURISDICTIONS (OR SPECIAL ECONOMIC CITIES) IN MALAWI'S SPECIAL ECONOMIC ZONE BILL. GAINED SIGNIFICANT TRACTION IN ADVANCING CHARTER CITIES IN ZAMBIA WITH ENDORSEMENT FROM STATE HOUSE TO PILOT CHARTER CITIES IN ZAMBIA. FORGED AND FORMALIZED STRATEGIC PARTNERSHIPS THROUGH THE SIGNING OF MEMORANDA OF UNDERSTANDING WITH THE NATIONAL PLANNING COMMISSION IN MALAWI AND GAMBIAN ASSOCIATION OF LOCAL GOVERNMENT AUTHORITIES, TO ADVANCE THE DEVELOPMENT OF SPATIALLY DISTRIBUTED SECONDARY CITIES WITH DEVOLVED GOVERNANCE SYSTEMS. 510107 BUILD CITIES: PARTNERED WITH RWANDA DEVELOPMENT BOARD AND RWANDA FINANCE LIMITED AS JOINT FOUNDING MEMBERS OF AFRICA'S NXT50 CITIES COALITION TO LEAD AND BUILD THE COALITION, PLAN AND EXECUTE THE GLOBAL CHARTER CITIES CONFERENCE, AND ESTABLISH A CATALYST FUND TO FINANCE NEW CHARTER CITY PROJECTS. ESTABLISHED AFRICA'S NXT50 CITIES COALITION AS THE PRINCIPAL VEHICLE FOR BUILDING THE ECOSYSTEM FOR WELL- PLANNED, FINANCED, BUILT, AND GOVERNED NEW CITY PROJECTS ON A LARGE SCALE. THE COALITION HAS GROWN VERY QUICKLY, WITH 47 COALITION MEMBERS AT THE END OF 2022. PROVIDED TECHNICAL ASSISTANCE ON THE POLICY, LEGAL, REGULATORY AND INSTITUTIONAL FRAMEWORK FOR THE PROPOSED COMMON AGRO-INDUSTRIAL PARK BETWEEN ZAMBIA AND ZIMBABWE, WHERE WE PROPOSED DEVOLVING AUTHORITY TO THE PARK ADMINISTRATION FOR AN EFFECTIVE AND EFFICIENT GOVERNANCE SYSTEM. 762807 17400 60895 BUILD A MOVEMENT THROUGH THOUGHT LEADERSHIP: PUBLISHED THE CHARTER CITIES ATLAS. THE CHARTER CITIES ATLAS HAS BEEN A CCI FAN FAVORITE, FEATURING BEAUTIFUL, INTERACTIVE DIGITAL CONTENT TO TELL THE STORY OF HISTORICAL SELF-GOVERNING CITIES FROM AROUND THE WORLD. OUR NEWEST REFERENCE GUIDE, THE PLANNING GUIDELINES. CCI'S REFERENCE GUIDE LIBRARY CONTINUES TO GROW WITH THE PUBLICATION OF OUR GUIDELINES ON CITY DEVELOPMENT, URBAN PLANNING, AND MOBILITY. THESE GUIDELINES WILL HELP CHARTER CITY DEVELOPERS NAVIGATE THE CHALLENGE OF BUILDING AN AFFORDABLE, ACCESSIBLE, EMERGENT CITY. SUPPORTED THE LAUNCH OF THE LUSAKA URBAN LAB AS A MULTIDISCIPLINARY INITIATIVE TO GENERATE NEW RESEARCH AND FACILITATE KNOWLEDGE SHARING ON URBAN ISSUES IN LUSAKA. CO-HOSTED THE FIRST NEW CITIES CONFERENCE. CCI CO-HOSTED OUR FIRST CONFERENCE ON NEW CITIES IN THE GLOBAL SOUTH WITH THE SUSTAINABLE URBANIZATION LAB AT MIT IN 2022. OTHER HIGH-QUALITY RESEARCH FOCUSED ON 5 KEY THEMES: NEW CITIES, DECENTRALIZED GOVERNANCE, INDUSTRIAL POLICY AND SPECIAL ECONOMIC ZONES, CULTURAL ECONOMICS, AND URBAN GEOGRAPHY AND ECONOMICS. 1795843 1 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 22 0 1 14 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 DC X X CENTER FOR INNOVATIVE GOVERNANCE RESEARCH 2027669223 601 I STREET NW WASHINGTON DC 20001 DR MARK LUTTER FMR.EXECUTIVE DIRECTOR 20.00 X X 16857 0 4738 DAN GROSSMAN TREASURER 1.00 X X 0 0 0 GYUDE MOORE BOARD MEMBER 1.00 X 0 0 0 DR LEONARD WANTCHEKON BOARD MEMBER 1.00 X 0 0 0 KURTIS LOCKHART EXECUTIVE DIRECTOR 40.00 X 139954 0 12209 MICHAEL HOLSTEIN HEAD OF COMMUNICATIONS 40.00 X 120922 0 16369 JULIAN MUKIIBI FMR. HEAD OF PARTNERSHIPS 40.00 X 103478 0 6689 381211 0 40005 3 0 1 0 MATTHEW MCCARTNEY 59 FOUNTAIN ROAD LONDON UK RESEARCH SERVICES 140000 1 1805386 825315 1805386 ADVISORY 900099 60895 60895 60895 61778 61778 25651 674 24977 24977 24977 1953036 60895 0 86755 17400 17400 181086 181086 21595 7199 7198 7198 968092 600375 199269 168448 104428 65586 21129 17713 77949 47958 16215 13776 14934 14934 33476 33476 1580 1580 1684 1037 350 297 124197 91482 17569 15146 14827 9310 1795 3722 64455 41329 11431 11695 174764 139811 34953 51140 51140 2310 2310 SUBCONTRACTORS 469142 394492 31750 42900 DUES & SUBSCRIPTIONS 42584 31367 6024 5193 INTERNSHIP EXPENSES 39250 34017 5233 MEALS 30457 22434 4309 3714 91297 59820 19924 11553 2526647 1795843 389263 341541 463311 665489 2155081 155534 600000 25427 2965777 2967365 11802 127597 5595971 4541412 15023 5407 134378 5407 149401 X 5590564 4392011 5590564 4392011 5595971 4541412 X -573611 -559477 -6395 -59070 X 0 1 X 0 0 X 147345 689825 1381182 3778575 1805386 7802313 147345 689825 1381182 3778575 1805386 7802313 1142841 6659472 15633 27707 61778 105118 7907431 0.84220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 CHARLES SCHWAB - LT INVESTMENTS 2967365 F 2967365 LEASE LIABILITY 134378 134378 X 1393559 -559477 -559477 1953036 0 1953036 2526647 0 2526647 0 2526647 PART X, LINE 2: THE INSTITUTE IS EXEMPT FROM PAYMENT OF TAXES ON INCOME OTHER THAN NET UNRELATED BUSINESS INCOME UNDER IRC SECTION 501(C)(3), AND QUALIFIES TO RECEIVE CHARITABLE DONATIONS UNDER IRC SECTION 170(B)(1)(A)(VI). THE INSTITUTE IS CONSIDERED A DISREGARDED LLC FOR TAX PURPOSES AND IS ALSO EXEMPT FROM PAYMENT OF INCOME TAXES OTHER THAN UNRELATED BUSINESS INCOME. NO TAX EXPENSE IS RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS, AS THERE WAS NO NET UNRELATED BUSINESS TAXABLE INCOME. MANAGEMENT HAS EVALUATED THE INSTITUTE'S TAX POSITIONS AND CONCLUDED THAT THE FINANCIAL STATEMENTS DO NOT INCLUDE ANY UNCERTAIN TAX POSITIONS. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 1 PROGRAN SERVICES RESEARCH AND WRITING REGARDING CHARTER CITIES AND OTHER ECONOMIC FACTORS IN AFRICA AND SOUTHEST ASIA 140000 SUB-SAHARAN AFRICA 0 2 PROGRAM SERVICES RESEARCH AND WRITING REGARDING CHARTER CITIES & URBAN PLANNING IN SUBSAHARAN AFRICA. POLICY ANALYSIS AND EVENT PLANNING. 75203 0 3 0 0 0 3 215203 0 215203 SUB-SAHARAN AFRICA TECHNICAL ASSISTANCE PROGRAMS & RESEARCH 181086 DIRECT PAYMENTS AND WIRE TRANSFERS 0 FMV 0 1 0 0 0 0 0 0 PART I, LINE 2: CHARTER CITIES INSTITUTE (US) STAFF MEMBERS HOLD WEEKLY MEETINGS WITH STAFF FROM CHARTER CITIES INSTITUTE (ZAMBIA) TO DISCUSS PROJECTS, REVIEW REPORTS, MONITOR PROGRESS, AND DETERMINE NEXT STEPS. QUARTERLY FINANCIAL REPORTS FROM CHARTER CITIES INSTITUTE (ZAMBIA) ARE PRESENTED TO CHARTER CITIES INSTITUTE (US) FOR REVIEW. PART III ACCOUNTING METHOD: 1 CCI INNOVATION FELLOW 1 2000 FELLOWSHIP AWARD 1 14400 VARIOUS GRANTS 1 1000 PART I, LINE 2: THE MANAGEMENT TEAM OVERSEES AND MONITORS ALL SPENDING AND GRANTS ON A MONTHLY BASIS. 1 0 0 0 0 0 0 0 0 KURTIS LOCKHART EXECUTIVE DIRECTOR 139954 0 0 0 0 0 8472 0 3737 0 152163 0 0 0 PART I, LINE 4A JULIAN MUKIIBI RECEIVED $5,350 IN SEVERNCE PAYMENT IN 2023 X CRYPTOCURRENCY 2 825315 MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED 990 IS REVIEWED BY THE ORGANIZATION'S BOARD BEFORE BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MAKES SURE THE BOARD MEMBERS RECUSE THEMSELVES FROM VOTING THAT COULD BE A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S SALARY WAS APPROVED BY THE BOARD OF DIRECTORS. THE EXECUTIVE DIRECTOR RECUSED HIMSELF FROM THAT VOTE. FORM 990, PART VI, SECTION C, LINE 19 ALL ORGANIZATIONAL DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: ADJUSTMENT REFLECTS CHANGE FROM CASH TO ACCRUAL METHOD OF ACCOUNTING PLEASE SEE FORM 3115 ATTACHED -59,070.