2024-05-03T16:49:39-05:00 2023-06-30 133628255 CONDON O'MEARA MCGINTY & DONNELLY LLP ONE BATTERY PARK PLAZA 7TH FL NEW YORK NY 10004 990 2022-07-01 133083978 CAUSE EFFECTIVE INC CAUS 2126437093 209 W 29TH STREET 242 NEW YORK NY 10001 SONYA SHIELDS EXECUTIVE DIRECTOR 2126437093 2024-04-08 1 SONYA SHIELDS 999009999 0 ALEXANDER LAZZARUOLO P01775353 2126617777 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z SONYA SHIELDS 209 W 29TH STREET 242 NEW YORK NY 10001 1756165 0 X WWW.CAUSEEFFECTIVE.ORG X 1981 NY TO TRANSFORM NONPROFITS BY PARTNERING WITH MISSION-DRIVEN LEADERS TO ACHIEVE SOCIAL CHANGE. 12 12 23 13 0 0 947602 1116486 340925 601050 30 607 99048 -23690 1387605 1694453 0 0 0 0 935811 1485473 61545 20800 267582 179642 287782 1176998 1794055 210607 -99602 567862 651022 81784 264546 486078 386476 X CAUSE EFFECTIVE TRANSFORMS NONPROFITS BY PARTNERING WITH MISSION-DRIVEN LEADERS TO ACHIEVE SOCIAL CHANGE. WE WORK WITH LEADERSHIP TO DEVELOP, EMPLOY & EXPAND EFFECTIVE FUNDRAISING, GOVERNANCE & ORGANIZATIONAL STRATEGIES TO ADVANCE EQUITY & JUSTICE. 0 0 1087964 485150 CONSULTING - LAST YEAR WE COUNSELED 247 NONPROFITS THROUGH CUSTOMIZED BOARD TRAININGS, INTENSIVE COACHING OR YEAR-LONG FUNDRAISING RESIDENCIES. OVER 750 NONPROFIT LEADERS WERE INSPIRED AND INFLUENCED BY CAUSE EFFECTIVE'S COACHING AND TRAINING TO DIVERSIFY REVENUE AND ADDRESS RISKS TO ORGANIZATIONAL RESILIENCE. 62401 115900 WORKSHOPS - LAST YEAR WE LED OVER 18 WORKSHOPS AND TRAININGS DESIGNED TO ELEVATE NONPROFIT LEADERSHIP'S KNOWLEDGE AND SKILLS IN BOARD GOVERNANCE AND FUNDRAISING, MADE POSSIBLE BY COLLABORATIONS WITH 17 FUNDERS AND OTHER PARTNERS.PUBLICATIONS - WE PROVIDE THOUGHT LEADERSHIP ON A SECTORAL LEVEL ON ISSUES PERTAINING TO FUNDRAISING AND GOVERNANCE, ESPECIALLY STRATEGIC CONCERNS RELATING TO EQUITY, ACCESS, AND ENSURING THAT ALL HAVE THEIR RIGHTFUL SEAT AT THE TABLE. IN 2019 CAUSE EFFECTIVE RELEASED "MONEY, POWER AND RACE: THE LIVED EXPERIENCE OF FUNDRAISERS OF COLOR" - A SEARINGLY HONEST NARRATIVE UNCOVERING THE CHALLENGES FACED BY FUNDRAISERS OF COLOR ACROSS U.S. NONPROFITS OF ALL SIZES. WHICH IS STILL PROVOKING SECTORAL CONVERSATIONS TODAY. 1150365 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 1 23 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X X X SONYA SHIELDS 2126437093 209 W 29TH STREET 242 NEW YORK NY 10001 ZANETTA ADDAMS-PILGRIM CHAIR 4.00 X X 0 0 0 DIDI LACHER VICE CHAIR 4.00 X X 0 0 0 THOMAS SCHIER TREASURER 4.00 X X 0 0 0 AMY WOLF SECRETARY 4.00 X X 0 0 0 ROSS PASQUALE BOARD MEMBER 1.00 X 0 0 0 KELSEY LOUIS BOARD MEMBER 1.00 X 0 0 0 CHARKO PATTERSON BOARD MEMBER 1.00 X 0 0 0 KATRINA VENTURINA BOARD MEMBER 1.00 X 0 0 0 MARK CASTLE BOARD MEMBER 1.00 X 0 0 0 PEDRO REYES BOARD MEMBER 1.00 X 0 0 0 KENNETH LAM BOARD MEMBER 1.00 X 0 0 0 GABRIELLA POLUR BOARD MEMBER 1.00 X 0 0 0 JUDY LEVINE PRESIDENT/EXECUTIVE DIRECTOR 40.00 X 155629 0 18362 155629 0 18362 1 0 1 0 0 34455 20000 1062031 1116486 MANAGEMENT CONSULTING 541610 485150 485150 WORKSHOPS 900099 115900 115900 601050 607 607 22400 34455 61712 -39312 -39312 CARES ACT - ERTC 900099 15622 15622 15622 1694453 601050 0 -23083 373248 242045 79363 51840 938709 607982 200778 129949 11861 7879 2229 1753 38599 25641 7253 5705 123056 81744 23124 18188 40516 13765 25352 1399 20800 20800 93579 72475 13100 8004 11055 3915 441 6699 10889 7350 1744 1795 8416 3107 3660 1649 1813 1813 1932 698 1053 181 RECRUITMENT & STAFF DEV 47157 31577 7676 7904 REPAIRS AND MAINTENANCE 28288 19439 4353 4496 COMMUNICATIONS 25322 21459 1524 2339 OTHER 13873 8612 2198 3063 4942 2677 447 1818 1794055 1150365 376108 267582 37516 144045 370151 250775 138566 237919 16568 15035 138430 135182 5061 3248 567862 651022 20134 260046 61650 4500 81784 264546 X 331802 144725 154276 241751 486078 386476 567862 651022 -99602 0 X 0 1 X 1 0 X 407494 480795 683496 947602 1082031 3601418 407494 480795 683496 947602 1082031 3601418 558992 3042426 36036 25430 15 30 607 62118 77961 95298 15622 188881 3852417 1947912 0.78970 0.75250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 81123 80664 459 57307 54518 2789 3248 1851498 157045 157045 1694453 0 1694453 1951100 157045 157045 1794055 0 1794055 X X X X X 0 SHAPIRO ASSOCIATES 405 LEXINGTON AVENUE SUITE 937 NEW YORK NY 10174 DEVELOPMENT SERVICES 0 0 20800 0 20800 BENEFIT 56855 34455 22400 7850 33567 20295 56855 34455 22400 7850 33567 20295 61712 -39312 SCHEDULE G, PART I, LINE 2B, COLUMN (V) SHAPIRO ASSOCIATES WILL BE PAID A MONTHLY RETAINER OF $2,400 PER MONTH FOR APPROXIMATELY 10 HOURS/WEEKLY, PLUS OUT-OF-POCKET/DIRECT EXPENSES THROUGH 2/2023. SHAPIRO ASSOCIATES WILL ADVISE THE CLIENT IF THE NUMBER OF HOURS WEEKLY IS EXCEEDING 10 HOURS. 0 0 0 0 0 0 0 0 0 JUDY LEVINE PRESIDENT/EXECUTIVE DIRECTOR 155629 0 0 0 0 0 2962 0 15400 0 173991 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE: WHEN THE FORM 990 HAS BEEN PREPARED, REVIEWED BY MANAGEMENT AND IS READY TO BE FILED WITH THE INTERNAL REVENUE SERVICE, IT'S SUBMITTED ELECTRONICALLY TO MEMBERS OF THE ORGANIZATION'S GOVERNING BODY FOR ANY COMMENTS PRIOR TO ITS SUBMISSION. THE GOVERNING BODY IS PROVIDED WITH ONE WEEK TO REVIEW THE PREPARED FORM 990 AND PROVIDE THEIR COMMENTS. ANY COMMENTS ARE THEN GROUPED, SUMMARIZED AND PROVIDED TO THE COMPLIANCE OFFICER OR COMMITTEE IN CHARGE OF FILING THE RETURN FOR THEIR REVIEW. EACH ISSUE IS DOCUMENTED AND ADDRESSED UNTIL THE RETURN IS FINALIZED AND APPROVED FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION CURRENTLY HAS IN PLACE A CONFLICT OF INTEREST POLICY WHICH IT ANNUALLY MONITORS AND ENFORCES. THE BOARD CURRENTLY MANDATES THAT ALL MEMBERS OF MANAGEMENT AND THE GOVERNING BODY ANNUALLY SIGN A CONFLICT OF INTEREST POLICY AND DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICTS THAT MAY EXIST. THE SIGNED CONFLICT OF INTEREST POLICY IS KEPT ON FILE AND BOARD MEMBERS MAY NOT VOTE ON AN ISSUE ON WHICH THEY HAVE A CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION'S BOARD ESTABLISHED THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND PERIODICALLY REVIEWS THIS COMPENSATION IN A PROCESS THAT INCLUDES REVIEW OF APPROPRIATE AND ADEQUATE DATA TO DETERMINE THE REASONABLENESS OF COMPENSATION BEING CONSIDERED. THE BOARD USES A VARIETY OF INFORMATION AND STUDIES THAT ARE AVAILABLE TO DETERMINE THAT THE APPROPRIATE LEVEL OF COMPENSATION IS BEING PAID TO ITS EXECUTIVE. THE BOARD'S DECISION ON THE AMOUNT OF COMPENSATION PAID IS DOCUMENTED IN A CONTEMPORANEOUSLY WRITTEN FORMAT INCLUDING THE DATE OF THE DECISION, THE BOARD MEMBERS PRESENT DURING THE DECISION AND THOSE WHO VOTED ON IT, ALONG WITH THE FULL TERMS OF THE TRANSACTION THAT WAS APPROVED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE ON WWW.GUIDESTAR.ORG WEBSITE AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, FORMS 990 AND 1023 AS WELL AS THE FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON WRITTEN REQUEST TO 209 WEST 29 STREET #242, NEW YORK, NY 10001. THE ORGANIZATION'S 990 AND FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE ORGANIZATION'S WEBSITE WWW.CAUSEEFFECTIVE.ORG.