2025-10-14T13:07:31-05:00 2024-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2024-01-01 871088927 ISF ADVISORS INC ISFA 2029877700 1401 K STREET NW 900 WASHINGTON DC 20005 ELIZABETH VANDERWOUDE CFO/TREASURER 2029877700 2025-10-13 1 0 AARON M FOX P01365820 2022274000 2025-10-13 2024 2025-03-06 01:10:19Z ELIZABETH VANDERWOUDE 1401 K STREET NW 900 WASHINGTON DC 20005 2810791 0 X ISFADVISORS.ORG X 2021 DC ISF ADVISORS MOBILIZES CAPITAL FOR A MORE STABLE, EQUITABLE, AND PRODUCTIVE GLOBAL FOOD SYSTEM. 3 2 6 3 0 0 1474091 798087 2560932 2002108 0 10596 104 0 4035127 2810791 0 0 0 0 1146542 1249634 0 0 0 2314976 2119739 3461518 3369373 573609 -558582 1493561 694034 400071 159126 1093490 534908 X ISF ADVISORS IS THE LEADING STRATEGIC AND FINANCIAL ADVISORY GROUP COMMITTED TO MOBILIZING CAPITAL FOR A MORE SUSTAINABLE, EQUITABLE, AND PRODUCTIVE GLOBAL FOOD SYSTEM. 0 0 382602 USAID AFFORD SEEKS TO SAFELY AND SUSTAINABLY REDUCE MICRONUTRIENT INADEQUACIES AND IMPROVE DIETS, PARTICULARLY FOR WOMEN AND CHILDREN, THROUGH LARGE-SCALE FOOD FORTIFICATION (LSFF). ISF IS RESPONSIBLE FOR DESIGNING, MOBILIZING, AND IMPLEMENTING FINANCING SOLUTIONS FOR THE FOOD INDUSTRY. BY ADDRESSING THESE BARRIERS HOLISTICALLY, INCLUDING ENHANCING ACCESS TO FINANCING AND SUPPORTING CAPACITY-BUILDING EFFORTS, THE PRODUCTION AND AVAILABILITY OF FORTIFIED FOODS CAN BE SIGNIFICANTLY INCREASED. 331160 525335 ISF SUPPORTED THE GATES FOUNDATION IN IDENTIFYING AND ASSESSING VALUE CHAIN FINANCE OPPORTUNITIES THAT CAN INCREASE ACCESS TO AFFORDABLE, FIT FOR PURPOSE CREDIT TO SMALLHOLDER FARMERS IN SELECTED COUNTRIES. THE ENGAGEMENT INCLUDED DEVELOPING A "VIABILITY" MODEL THAT CAN HELP UNDERSTAND, AND IDENTIFY, UNDER WHAT VALUE CHAIN AND ENABLING ENVIRONMENT CONDITIONS IS THERE AN INCENTIVE TO FINANCE SMALLHOLDER PRODUCTION NEEDS THROUGH GLOBAL / REGIONAL AND LOCAL OFFTAKERS, AND HOW. 280075 ISF IS PART OF A 5-YEAR USDA FUNDED INITIATIVE TO PROMOTE CASHEW PROCESSING IN WEST AFRICA, IN ORDER TO GENERATE JOBS AND REDUCE THE CARBON FOOTPRINT OF RAW CASHEWS BEING SHIPPED TO ASIA FOR PROCESSING. ISF IS RESPONSIBLE FOR MOBILIZING INVESTMENT, AND DESIGNED CATALYTIC LENDING MECHANISMS TO CROWD IN AND DE-RISK PRIVATE INVESTMENTS. ISF ALSO PROVIDES MATCHMAKING SUPPORT TO LINK AGRO-PROCESSORS TO RELEVANT SOURCES OF DOMESTIC AND FOREIGN FINANCING. 1255931 1476773 ALL OTHER PROGRAMS. 1255931 1476773 2249768 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 6 0 1 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 2 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X ELIZABETH VANDERWOUDE 2026815450 1401 K STREET NW WASHINGTON DC 20005 DANIEL ZOOK EXECUTIVE DIRECTOR 40.00 X 340210 0 32154 CRAIG COURTNEY MANAGING DIRECTOR 40.00 X 330755 0 39578 ELIZABETH VANDERWOUDE CFO/TREASURER 2.00 30.00 X 0 203936 14664 HAYDEN ALDREDGE SENIOR MANAGER 40.00 X 140378 0 15304 ANDREW GRAHAM SENIOR ASSOCIATE 40.00 X 101967 0 5962 THOMAS CARROLL BOARD CHAIR 2.00 4.00 X 0 76681 4011 LORENZO BERNASCONI BOARD MEMBER 2.00 X 0 0 0 MIRIAM CHEROGONY BOARD MEMBER 2.00 X 0 0 0 913310 280617 111673 4 0 1 0 MATTHEW SHAKHOVSKOY 109A MUNRO STREET AUCHENFLOWER AS 04066 PROGRAM SERVICES, CONSULTANCY 311700 CLARA COLINA CALLE PLAYA DE ALTEA 10 BOADILLA D MADRID SP 28669 PROGRAM SERVICES, CONSULTANCY 179946 ANA RAVINA EIRIN RUA DA ROSA 40 3OB SANTIAGO DE COM A CORUNA SP 15701 PROGRAM SERVICES, CONSULTANCY 155663 MATTHEW NEWMAN 636 GRAN VIA DE LES CORTS CATAL F BARCELONA SP 08007 PROGRAM SERVICES, CONSULTANCY 131100 JAN PRIEBE 417 WICK LANE APARTMENT 401 LONDON UK E3 2JJ PROGRAM SERVICES, CONSULTANCY 114003 6 798087 798087 CONSULTANCY SERVICES 900099 2002108 2002108 2002108 10596 10596 2810791 2002108 0 10596 X 742697 571877 170820 298392 191454 106938 21067 13373 7694 118593 85811 32782 68885 50319 18566 7126 2112 5014 48823 415 48408 1751975 1258560 493415 724 724 21759 46 21713 22552 22552 25973 25973 217980 70398 147582 22827 5403 17424 3369373 2249768 1119605 0 441278 119478 251445 149502 766979 379790 3400 14745 30459 30519 1493561 694034 248250 159126 151821 0 400071 159126 X 1093490 534908 1093490 534908 1493561 694034 -558582 0 X 0 1 X 1 1 1 X 1423711 1190856 1474091 798087 4886745 1423711 1190856 1474091 798087 4886745 4886745 10596 10596 104 104 4897445 6157749 X PART II, SHORT YEAR EXPLANATION: AS ISF ADVISORS WAS INCORPORATED ON JUNE 4, 2021, A SHORT PERIOD RETURN WAS FILED FOR THE PERIOD ENDED DECEMBER 31, 2021. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X PART X, LINE 2: ISF ADVISORS PERFORMED AN EVALUATION OF UNCERTAINTY IN INCOME TAXES FOR THE YEAR ENDED DECEMBER 31, 2024, AND DETERMINED THAT THERE ARE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. SUB-SAHARAN AFRICA 0 4 PROGRAM SERVICES IMPLEMENTATION OF THE ISF PROGRAM 285824 EAST ASIA AND THE PACIFIC 0 1 PROGRAM SERVICES IMPLEMENTATION OF THE ISF PROGRAM 311700 EUROPE (INCLUDING ICELAND & GREENLAND) 0 8 PROGRAM SERVICES IMPLEMENTATION OF THE ISF PROGRAM 737456 0 13 0 0 0 13 1334980 0 1334980 0 0 0 0 0 0 PART I, LINE 3: IN ACCORDANCE WITH IRS INSTRUCTIONS, ALL AMOUNTS REPORTED ON PARTS II OF SCHEDULE F ARE REPORTED USING THE ACCRUAL BASIS OF ACCOUNTING, THE SAME METHOD OF ACCOUNTING USED IN THE FINANCIAL STATEMENTS. X X 0 0 0 0 0 0 0 1 0 DANIEL ZOOK EXECUTIVE DIRECTOR 310010 0 30200 0 0 0 20700 0 11454 0 372364 0 0 0 CRAIG COURTNEY MANAGING DIRECTOR 300987 0 29768 0 0 0 30317 0 9261 0 370333 0 0 0 ELIZABETH VANDERWOUDE CFO/TREASURER 0 203936 0 0 0 0 0 12236 0 2428 0 218600 0 0 HAYDEN ALDREDGE SENIOR MANAGER 140378 0 0 0 0 0 7173 0 8131 0 155682 0 0 0 PART I, LINE 7 BONUS PAYMENTS MADE DURING THE YEAR ENDED DECEMBER 31, 2024, TO EMPLOYEES LISTED IN PART VII, SECTION A, LINE 1A ARE DISCRETIONARY. FORM 990, PART VI, SECTION B, LINE 11B ISF ADVISORS HIRES AN INDEPENDENT CPA FIRM TO PREPARE THE FEDERAL FORM 990. AFTER PREPARATION OF THE FEDERAL FORM 990, MANAGEMENT REVIEWS THE DRAFT FEDERAL FORM 990. ONCE ANY QUESTIONS OR CORRECTIONS ARE ADDRESSED, THE DRAFT FEDERAL FORM 990 IS THEN DISTRIBUTED TO THE FULL BOARD OF DIRECTORS PRIOR TO ELECTRONICALLY FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C A "CONFLICT OF INTEREST," ARISES WHEN A PERSON IN A POSITION OF AUTHORITY OVER AN ORGANIZATION, SUCH AS AN OFFICER, DIRECTOR, OR KEY EMPLOYEE, MAY BENEFIT. EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY AND HAS AGREED TO COMPLY WITH THE POLICY. IN THE EVENT A CONFLICT OF INTEREST EXISTS, AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. THEN, THE CHAIR OF THE BOARD OF DIRECTORS OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE BOARD OF DIRECTORS OR COMMITTEE SHALL DETERMINE WHETHER ISF ADVISORS, INC. CAN OBTAIN WITH REASONABLE EFFORTS, A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A IN ORDER TO DETERMINE THE OFFICERS' COMPENSATION, MEMBERS OF THE BOARD OF DIRECTORS REVIEWING COMPARABLE DATA INFORMED BY MARKET RESEARCH AND OUTSIDE COUNSEL AS WELL AS VARIOUS SALARY SURVEYS. AFTER REVIEWING THE NECESSARY DATA, MEMBERS OF THE BOARD OF DIRECTORS WILL MAKE A FINAL DECISION REGARDING THE FINAL COMPENSATION AMOUNTS FOR ALL OFFICERS. A COMPENSATION SURVEY WAS LAST USED IN 2020 FOR 1/1/2021. FORM 990, PART VI, SECTION C, LINE 19 ISF ADVISORS MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 1,258,560. MANAGEMENT AND GENERAL EXPENSES 468,510. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,727,070. PAYROLL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 24,905. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,905. THE GLOBAL DEVELOPMENT INCUBATOR INC 1401 K STREET NW WASHINGTON DC 20005 141945286 DESIGN AND LAUNCH SERVICES FOR NEW SOCIAL IMPACT ORGANIZATIONS AND PARTNERS NY 501(C)(3) LINE 7 N/A 0 GDI SOLUTIONS INC 1401 K STREET NW SUITE 900 WASHINGTON DC 20005 881343562 FACILITATE GRANT FUNDING OPPORTUNITIES DE 501(C)(3) LINE 7 THE GLOBAL DEVELOPMENT INCUBATOR INC 0 ACELI AFRICA INC 1401 K STREET NW SUITE 900 WASHINGTON DC 20005 843344516 FINANCING AGRICULTURAL SMES IN AFRICA NY 501(C)(3) LINE 7 THE GLOBAL DEVELOPMENT INCUBATOR INC 0 COLIBRI CATALYST INC 1007 GENERAL KENNEDY AVENUE SUITE 2 SAN FRANCISCO CA 94129 920740048 ACCELERATES AND INCREASES THE FLOW OF CAPITAL TO REGENERATIVE AGRICULTURE DE 501(C)(3) LINE 7 THE GLOBAL DEVELOPMENT INCUBATOR INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0