2025-11-11T11:13:08-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 3121 W MARCH LN STE 200 STOCKTON CA 952192367 990 2024-01-01 852039256 RECIDIVIZ INC RECI 4154164144 1322 WEBSTER STREET 402 OAKLAND CA 94612 CLEMENTINE JACOBY CHIEF EXECUTIVE OFFICER 4154154144 2025-11-11 1 1 AMY L HENDLEY P01300654 2099556100 2025-11-10 2024 2025-03-06 01:10:19Z CLEMENTINE JACOBY 1322 WEBSTER STREET 402 OAKLAND CA 94612 24087441 0 X WWW.RECIDIVIZ.ORG X 2020 DE TO REDUCE INCARCERATION SAFELY, EQUITABLY, AND AT SCALE USING TECHNOLOGY AND DATA. 7 5 89 7 0 0 36243750 16576962 1945333 5295509 475045 2214970 512 0 38664640 24087441 0 0 0 0 10022751 12049002 0 0 595978 2188366 2996725 12211117 15045727 26453523 9041714 56860129 68843276 718401 3659834 56141728 65183442 X RECIDIVIZ'S MISSION IS TO REDUCE INCARCERATION SAFELY, EQUITABLY, AND AT SCALE USING TECHNOLOGY AND DATA. 0 0 12499585 0 5295509 RECIDIVIZ PARTNERS WITH STATES TO BUILD SOFTWARE TOOLS FOR THEIR CORRECTIONS STAFF. OUR TOOLS FOR SENTENCING, FACILITIES, AND SUPERVISION STAFF PROVIDE TIMELY INFORMATION ABOUT THEIR CASELOADS, REDUCE MANUAL PAPERWORK, AND HELP DRIVE SUCCESSFUL OUTCOMES FOR THE PEOPLE IN THEIR CUSTODY AND THEIR COMMUNITY. THE DATA SCHEMA THAT SUPPORTS THIS SOFTWARE ALSO ENABLES ADVANCED ANALYSES AND DATA VISUALIZATIONS FOR CORRECTIONS LEADERSHIP, IDENTIFYING BOTTLENECKS AND DRIVERS OF INEQUALITIES IN THEIR SYSTEM, AND MODELLING ADMINISTRATIVE AND LEGISLATIVE REFORMS. 12499585 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 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 0 0 0 0 1 26 0 1 89 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 5 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA CO DC FL IL KY MA MD NY ND OK PA RI TN VA X JENN SHAW 4154164144 1322 WEBSTER STREET SUITE 402 OAKLAND CA 94612 CLEMENTINE JACOBY CHIEF EXECUTIVE OFFICER/DIRECTOR 40.00 X X 439676 0 34142 KELLI MASON CHIEF PEOPLE OFFICER 40.00 X 223913 0 52327 JOSHUA ESSEX CHIEF TECHNOLOGY OFFICER 40.00 X 247587 0 24537 ANDREW WARREN - HEAD OF PRODUCT/TREAS/INTERIM SECR/DIRECTOR 40.00 X X 234412 0 23330 COLIN ADAMS DIR OF ENGINEERING, PLATFORM 40.00 X 192622 0 38211 ANNA GEIDUSCHEK STAFF SOFTWARE ENGINEER 40.00 X 193089 0 20855 ANTHONY KESICH TECH LEAD MANAGER 40.00 X 183075 0 33380 LILI DWORKIN TECH LEAD MANAGER 40.00 X 184308 0 21033 SERENA CHANG CHIEF IMPACT OFFICER 40.00 X 171200 0 22261 RACHEL ROSEBLATT CHIEF OF STAFF 40.00 X 153336 0 25503 NICCO MELE SECRETARY/DIRECTOR (THRU 03/24) 1.00 X X 0 0 0 ROSE AFRIYIE DIRECTOR 1.00 X 0 0 0 JAY JORDAN DIRECTOR 1.00 X 0 0 0 EVAN MARWELL DIRECTOR 1.00 X 0 0 0 TRAVIS MCPHAIL DIRECTOR (AS OF 03/24) 1.00 X 0 0 0 JAMES GATES DIRECTOR (AS OF 04/24) 1.00 X 0 0 0 2223218 0 295579 47 0 1 0 CARAHSOFT TECHNOLOGY CORPORATION 11493 SUNSET HILLS ROAD SUITE 100 RESTON VA 20190 CLOUD SERVICES PROVIDER 558008 ALLEYCORP NORD INC 3500-800 SQUARE-VICTORIA MONTREAL QC CA H4Z 1E9 ENGINEERING AND CONSULTING 250000 NICK TURBIDE 1322 WEBSTER STREET SUITE 402 OAKLAND CA 94612 FINANCIAL SERVICES 167013 MOSS ADAMS LLP 990 THIRD AVENUE SUITE 2800 SACRAMENTO CA 95825 ACCOUNTING AND TAX SERVICES 132812 NICHELLE NOMAD LLC 243 ATHOL AVENUE 7 ALEXANDRIA VA 22314 CONTRACTED TECHNICAL PROGRAMMING 131179 6 1232697 15344265 16576962 GOV'T CONTRACT REVENUE 518210 5295509 5295509 5295509 2214617 2214617 353 0 353 353 353 24087441 5295509 0 2214970 1375984 1205064 106442 64478 8613283 7563266 642285 407732 401144 359330 22968 18846 886650 722320 130711 33619 771941 690155 53345 28441 48411 8787 39624 155656 428 155228 79307 79307 1205156 892425 282055 30676 21389 7672 13702 15 626854 562279 64569 6 180837 180837 435542 294155 129420 11967 11477 8189 3288 5225 4223 822 180 49094 34871 14223 93133 93133 DUES AND SUBSCRIPTIONS 83926 66998 16928 718 116 584 18 15045727 12499585 1950164 595978 1556459 3010587 35888803 50914419 18850890 12815369 145936 1046753 164555 177618 255053 174693 74851 80360 178635 798170 56860129 68843276 255510 525484 352000 2426050 110891 708300 718401 3659834 X 34089025 46754125 22052703 18429317 56141728 65183442 56860129 68843276 9041714 0 X X 0 1 X 1 1 1 X 9507917 28476228 36243750 16576962 90804857 9507917 28476228 36243750 16576962 90804857 7623459 83181398 1046 3681 474272 2214617 2693616 541 512 1053 93499526 8449917 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 79307 79307 0 PART II-B, LINE 1: LOBBYING ACTIVITY INCLUDES STATE AND FEDERAL GOVERNMENT AFFAIRS RELATED TO CRIMINAL JUSTICE DATA, STATISTICS, RE-ENTRY ISSUES AND SOURCES OF PUBLIC FUNDING. THESE ACTIVITIES INCLUDE ENGAGEMENT WITH BOTH THE LEGISLATIVE AND EXECUTIVE BRANCHES ON POLICIES AND PROCUREMENT RELATED TO CRIMINAL JUSTICE REFORM. 22052703 7998200 11621586 18429317 5953151 26353016 10253464 22052703 3370969 10362222 7780040 5953151 4287734 916765 3370969 0.00000 0.00000 1.00000 0 0 6636 6636 0 248417 168057 80360 80360 LEASE LIABILITY 708300 708300 X 24207722 120281 120281 24087441 0 24087441 15166008 120281 120281 15045727 0 15045727 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE HELD FOR TIME AND PURPOSE BASED ON DONOR INTENT AND EXPENDED WHEN THE CONDITIONS OF THE DONOR'S INTENT HAVE BEEN MET. PART X, LINE 2: RECIDIVIZ INC. IS A PUBLIC CHARITY DESCRIBED IN SECTION 501(C)(3) AND WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE, AND IS EXEMPT FROM FEDERAL INCOME TAXES. THE ORGANIZATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION. X X X X 0 0 0 0 0 0 0 0 0 CLEMENTINE JACOBY CHIEF EXECUTIVE OFFICER/DIRECTOR 401530 0 0 0 38146 0 21984 0 12158 0 473818 0 0 0 KELLI MASON CHIEF PEOPLE OFFICER 223649 0 0 0 264 0 11196 0 41131 0 276240 0 0 0 JOSHUA ESSEX CHIEF TECHNOLOGY OFFICER 247353 0 0 0 234 0 12379 0 12158 0 272124 0 0 0 ANDREW WARREN - HEAD OF PRODUCT/TREAS/INTERIM SECR/DIRECTOR 234268 0 0 0 144 0 11721 0 11609 0 257742 0 0 0 COLIN ADAMS DIR OF ENGINEERING, PLATFORM 192574 0 0 0 48 0 9631 0 28580 0 230833 0 0 0 ANNA GEIDUSCHEK STAFF SOFTWARE ENGINEER 193041 0 0 0 48 0 9654 0 11201 0 213944 0 0 0 ANTHONY KESICH TECH LEAD MANAGER 183021 0 0 0 54 0 9154 0 24226 0 216455 0 0 0 LILI DWORKIN TECH LEAD MANAGER 184254 0 0 0 54 0 9215 0 11818 0 205341 0 0 0 SERENA CHANG CHIEF IMPACT OFFICER 171164 0 0 0 36 0 8560 0 13701 0 193461 0 0 0 RACHEL ROSEBLATT CHIEF OF STAFF 153138 0 0 0 198 0 7667 0 17836 0 178839 0 0 0 FORM 990, PART III, LINE 4A: IN 2024, RECIDIVIZ: - LAUNCHED 11 NEW TOOLS ACROSS SIX STATES, ACCELERATING 53,000 ADDITIONAL PEOPLE OUT OF THE CRIMINAL JUSTICE SYSTEM. - BROUGHT ON FOUR NEW STATES, INCREASING OUR NUMBER OF STATE PARTNERS TO 19 AND OUR TOOLS' REACH TO 44% OF THE PRISON POPULATION, A 13% INCREASE COMPARED TO 2023. - GREW GOVERNMENT REVENUE TO COVER 55% OF OUR COSTS, DEMONSTRATING THAT STATES SEE THE VALUE IN OUR WORK AND ARE PUTTING SKIN IN THE GAME. - ACCELERATED 156,000 (INCEPTION TO DATE) PEOPLE OUT OF THE CRIMINAL JUSTICE SYSTEM, A 51% INCREASE COMPARED TO 2023. - HAVE SAVED STATES $1.3 BILLION (INCEPTION TO DATE), ACHIEVED BY REDUCING THE NUMBER OF PEOPLE IN PRISON OR ON SUPERVISION, A 6% INCREASE COMPARED TO 2023. FORM 990, PART VI, SECTION A, LINE 2 CLEMENTINE JACOBY (CHIEF EXECUTIVE OFFICER) AND JOSHUA ESSEX (CHIEF TECHNOLOGY OFFICER) HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED WITH INFORMATION PROVIDED BY MANAGEMENT AND THE OUTSOURCED ACCOUNTING FIRM. THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER AND BOARD TREASURER REVIEWED THE FORM 990 IN DETAIL WITH AN ASSIGNED COMMITTEE THAT INCLUDED THE DIRECTOR OF OPERATIONS AND OUTSOURCED ACCOUNTANT PRIOR TO FILING. A COPY OF THE FORM 990 WAS PROVIDED TO EACH MEMBER OF 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 ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS (INTERESTED PERSON). EACH INTERESTED PERSON IS REQUIRED TO ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT THEY HAVE RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, AND HAS AGREED TO COMPLY WITH THE POLICY. PERIODIC REVIEWS ARE ALSO CONDUCTED TO ENSURE THAT THE ORGANIZATION IS OPERATING IN A CHARITABLE MANNER. 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, THEY 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. ALL PROCEEDINGS ARE DOCUMENTED IN THE MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15 RESEARCH WAS CONDUCTED USING AN ERI DATA SUBSCRIPTION TO GATHER APPROPRIATE COMPARABILITY DATA FOR SIMILAR ORGANIZATIONS. THIS INFORMATION WAS REVIEWED BY AN INDEPENDENT COMMITTEE OF THE BOARD OF DIRECTORS. THE COMPENSATION ADJUSTMENTS MADE DURING THIS PERIOD WERE ESTABLISHED AS ONE-TIME ADJUSTMENTS INTENDED TO ADDRESS THE GROWTH IN SIZE AND COMPLEXITY OF THE ORGANIZATION. ADJUSTMENTS TO COMPENSATION WERE APPROVED AND CONTEMPORANEOUSLY DOCUMENTED BY THIS INDEPENDENT COMMITTEE IN JULY 2024 FOR THE CHIEF EXECUTIVE OFFICER, CHIEF TECHNOLOGY OFFICER, HEAD OF PRODUCT, AND CHIEF PEOPLE OFFICER. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.