2025-11-17T16:18:43-06:00 2024-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2024-01-01 271678009 BEHAVIORAL IDEAS LAB INC BEHA 6463305700 805 15TH ST NW 1100 WASHINGTON DC 20005 RACHEL TAYLOR EXECUTIVE DIRECTOR 6463305700 2025-11-17 1 0 ELIZABETH W HELLER P00397829 3019519090 2024 2025-03-06 01:10:19Z X IDEAS42 RACHEL TAYLOR 805 15TH ST NW 1100 WASHINGTON DC 20005 12619964 0 X WWW.IDEAS42.ORG X 2010 MA SEE PART III, LINE 1. 10 8 103 9 0 0 18425679 6059031 5136065 4298019 367495 602904 21964 -1135 23951203 10958819 42500 811306 0 0 13061251 12560774 0 0 0 4916218 4120997 18019969 17493077 5931234 -6534258 27537104 21086267 3431588 3552106 24105516 17534161 X IDEAS42 USES BEHAVIORAL SCIENCE - THE SCIENCE OF HUMAN BEHAVIOR - TO IMPROVE LIVES, BUILD BETTER SYSTEMS, AND DRIVE SOCIAL CHANGE. WE WORK ACROSS MUTUALLY REINFORCING ISSUE AREAS INCLUDING: PROMOTING ACCESS TO QUALITY POST-SECONDARY EDUCATION AND HEALTHCARE, ADVANCING ECONOMIC AND LEGAL JUSTICE, AND STRENGTHENING CIVIC ENGAGEMENT. ACROSS ALL PROGRAMS, WE ENVISION A FUTURE WHERE APPLIED BEHAVIORAL SCIENCE FOSTERS OPTIMAL HEALTH, EQUITABLE OPPORTUNITY, AND ENVIRONMENTS AND SYSTEMS THAT ARE SUSTAINABLE AND JUST FOR ALL - ESPECIALLY THOSE WITH THE LEAST. 0 0 3145167 410600 1307484 ECONOMIC JUSTICE: WE'RE REDEFINING HOW PEOPLE THINK ABOUT POVERTY IN THE UNITED STATES TO PROMOTE EFFECTIVE AND INCLUSIVE POLICIES AND DESIGN NEW SOLUTIONS THAT PUT MORE PEOPLE ON A PATH TO ECONOMIC SECURITY. WORKING WITH GOVERNMENT AGENCIES AND NON-PROFITS, WE APPLY BEHAVIORAL SCIENCE TO FIX THE SYSTEMIC ISSUES CONTRIBUTING TO POVERTY IN THE U.S. BY INCREASING ACCESS TO THE CRITICAL RESOURCES OF TIME, MONEY, AND INFORMATION, AND CHANGING HOW PEOPLE THINK ABOUT THE ROOT CAUSES OF POVERTY, WE ENSURE THAT MORE PEOPLE IN HISTORICALLY AND INTENTIONALLY EXCLUDED COMMUNITIES HAVE GREATER CONTROL OVER THEIR LIVES AND FUTURES. 2255475 302806 20462 FINANCIAL HEALTH: WE'RE IMPROVING FINANCIAL SYSTEMS BY WORKING TO ENSURE PRODUCTS, SERVICES, AND PROGRAMS ARE BEHAVIORALLY-INFORMED, AND DESIGNED TO MEET THE NEEDS OF ALL PEOPLE. WE PARTNER WITH A WIDE VARIETY OF ORGANIZATIONS INCLUDING CREDIT UNIONS, BANKS, PUBLIC AGENCIES, GOVERNMENTS, FINTECH STARTUPS, AND NON-PROFITS TO REDUCE FINANCIAL HARDSHIPS AND CREATE OPPORTUNITIES FOR PEOPLE WHO HAVE BEEN HISTORICALLY MARGINALIZED. OUR ULTIMATE GOAL IS TO CREATE A FINANCIAL SYSTEM THAT REDUCES DISTRESS AND CREATES OPPORTUNITY FOR PEOPLE WITH LOW-TO-MODERATE INCOMES. 1657900 801279 GLOBAL DEVELOPMENT: WE'RE CREATING STRONGER FOUNDATIONS FOR INDIVIDUALS IN THE GLOBAL SOUTH BY WORKING WITH PARTNERS TO ENHANCE EXISTING PATHS TO SUSTAINABLE STANDARDS OF LIVING. BY CHANGING BEHAVIORS THAT HELP PEOPLE SEE THE VALUE OF LONG-TERM SOLUTIONS OVER SHORT-TERM GAINS, WE'VE REDESIGNED PROGRAMS AND SERVICES FOCUSED ON IMPROVING PEOPLE'S LIVELIHOODS, EDUCATION OUTCOMES, AND WORKFORCE DEVELOPMENT. WITH PROJECTS IN EIGHT COUNTRIES WORLDWIDE, WE'VE DEVELOPED IMPACTFUL SOLUTIONS THAT MEET PEOPLE WHERE THEY ARE ON THEIR JOURNEY OUT OF POVERTY - AND PUTS THEM ON A PATH TO ECONOMIC STABILITY. 769754 86432 CIVIC ENGAGEMENT: WE'RE BUILDING THE TOOLS AND ENHANCING THE PROCESSES NEEDED TO INCREASE PUBLIC PARTICIPATION IN CIVIC LIFE ACROSS THE UNITED STATES. BY LEVERAGING OUR UNIQUE ABILITY TO UNDERSTAND THE BARRIERS AND BEHAVIORS STANDING IN THE WAY OF PEOPLE EXERCISING THEIR RIGHT TO VOTE, WE ARE ABLE TO DESIGN INNOVATIVE SOLUTIONS THAT STATE AND LOCAL PARTNERS CAN IMPLEMENT NATIONWIDE. BACKED BY OUR BEHAVIORAL SCIENCE EXPERTISE AND DATA-DRIVEN METHODOLOGY, IDEAS42 IS WORKING TO UPLIFT HISTORICALLY AND INTENTIONALLY EXCLUDED COMMUNITIES AND BUILD A GOVERNMENT THAT BETTER REFLECTS THE COUNTRY AS A WHOLE. 1311037 25000 96187 GIVING: WE'RE REMOVING BARRIERS AND ENHANCING PROCESSES TO HELP DONORS ALIGN THEIR GIVING BASED ON THEIR FINANCIAL ABILITIES AND INTEREST, INCREASING OVERALL CHARITABLE FUNDING AND IMPACT. BY ANALYZING THE PSYCHOLOGICAL AND BEHAVIORAL BARRIERS THAT OFTEN HINDER DONORS, DONORS CAN DESIGN, IMPLEMENT, AND TEST TOOLS THAT ENHANCE PHILANTHROPIC EFFORTS FOR NON-PROFITS TACKLING THE HARDEST PROBLEMS FACING SOCIETY. THIS WORK BUILDS AND STRENGTHENS CRITICAL INFRASTRUCTURE ACROSS THE GIVING ECOSYSTEM, ENSURING MORE MONEY CAN BE PUT TO WORK BY THE ORGANIZATIONS SERVING INDIVIDUALS WORLDWIDE. 1205847 359405 GLOBAL HEALTH: WE'RE TRANSFORMING GLOBAL HEALTH BY GIVING THEIR PARTNERS NEW AND EFFECTIVE WAYS TO STRUCTURE HEALTH PROGRAMS, SHARE HEALTH INFORMATION AND RESOURCES, AND SOLVE PERSISTENT HEALTH PROBLEMS BASED ON HOW PEOPLE BEHAVE IN THE REAL WORLD. BY BETTER UNDERSTANDING HOW AND WHY PEOPLE MAKE THE CHOICES THEY DO, WE'VE BROUGHT ABOUT INCREMENTAL AND LARGE-SCALE BEHAVIOR CHANGES THAT HAVE IMPROVED MATERNAL AND CHILD HEALTH, REPRODUCTIVE HEALTH, INFECTIOUS DISEASES, AND GENDER-BASED VIOLENCE. WORKING WITH HUMAN BEHAVIOR RATHER THAN AGAINST IT, ENABLES MANY MORE WOMEN TO LEAD HEALTHY AND FRUITFUL LIVES, CONTRIBUTING MORE TO THEIR FAMILIES AND COMMUNITIES. 1575952 67900 1294210 POSTSECONDARY EDUCATION: WE'RE ENABLING MORE PEOPLE TO ACCESS AND COMPLETE COLLEGE IN THE UNITED STATES. BY WORKING WITH OUR POSTSECONDARY PARTNERS TO IDENTIFY AND REMOVE THE BEHAVIORAL BARRIERS THAT PREVENT PROSPECTIVE AND CURRENT STUDENTS FROM MATRICULATING AND PERSISTING, WE HELP MORE PEOPLE CONTINUE ON THEIR EDUCATIONAL JOURNEY. WITH POSTSECONDARY EDUCATION THE CLEAREST PATH TO UPWARD MOBILITY IN THE U.S. TODAY, OUR WORK HELPS THOUSANDS OF STUDENTS, INCLUDING FIRST GENERATION STUDENTS AND STUDENTS OF COLOR IMPROVE THEIR ECONOMIC WELL BEING. 719571 5000 39987 SAFETY & JUSTICE: WE IMPROVE POSITIVE OUTCOMES WITHIN THE CRIMINAL LEGAL SYSTEM FOR HISTORICALLY AND INTENTIONALLY EXCLUDED COMMUNITIES IN THE UNITED STATES. BY USING OUR RIGOROUS RESEARCH AND INNOVATIVE BEHAVIORAL DESIGN WORK, WE SEE HOW PROBLEMS LIKE MISSED COURT DATES HAVE OUTSIZED CONSEQUENCES ON PEOPLE. WITH JAIL TIME JEOPARDIZING EMPLOYMENT, ECONOMIC SECURITY, HOUSING, AND CHILD CUSTODY - WHILE INCREASING RECIDIVISM RATES - WE WORK TO CREATE BETTER SYSTEMS AND POLICIES SO MORE PEOPLE CAN RETAIN THEIR FREEDOMS, LIVELIHOODS, AND OVERALL WELL BEING. 46659 6958 U.S. HEALTH: WE'RE DESIGNING EVIDENCE-BASED SOLUTIONS THAT LOWER HEALTHCARE-RELATED FINANCIAL BURDENS ON INDIVIDUALS ACROSS THE UNITED STATES. BY FOCUSING ON CLINICAL INNOVATIONS, CHRONIC CONDITIONS, PUBLIC HEALTH SYSTEMS, AND DATA SCIENCE AND MACHINE LEARNING, WE PROMOTE BETTER OUTCOMES AND REDUCE DISPARITIES FOR HISTORICALLY AND INTENTIONALLY EXCLUDED COMMUNITIES. WITH LEADING HEALTHCARE PARTNERS, WE CREATE MEASURABLE IMPACTS ON HEALTHCARE PARTICIPATION BY REMOVING BARRIERS AND BIASES HOLDING PEOPLE BACK. 815439 285615 MISC. PROGRAMS: THESE AMOUNTS ARE FROM VARIOUS PROGRAMS THAT DO NOT FALL UNDER ONE OF THE PROGRAM/FOCUS AREAS 6444259 97900 2168794 13502801 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 98 0 1 103 1 0 1 IN ZA 0 0 0 0 0 0 0 0 0 0 X 10 8 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 AR CA FL IL MD MA NJ NY X MELODY SCALES 6463305700 805 15TH ST NW 1100 WASHINGTON DC 20005 BRIDGETTE GRAY CHIEF EXECUTIVE OFFICER (FROM 2/24) 40.00 X X 281468 0 13765 PIYUSH TANTIA CHIEF INNOVATION OFFICER 40.00 X X 214913 0 12822 ANTOINETTE SCHOAR DIRECTOR 1.00 X 0 0 0 DIANA TAYLOR DIRECTOR (UNTIL 6/24) 1.00 X 0 0 0 ENGLISH SALL DIRECTOR 1.00 X 0 0 0 GEORGE OVERHOLSER DIRECTOR 1.00 X 0 0 0 LARRY KANTOR DIRECTOR 1.00 X 0 0 0 MICHAEL WARREN DIRECTOR 1.00 X 0 0 0 STACEY HIGHTOWER DIRECTOR 1.00 X 0 0 0 SUSAN SOBBOTT DIRECTOR 1.00 X 0 0 0 NOZIPHO MBANJWA-TSHABALALA DIRECTOR (FROM 6/24) 1.00 X 0 0 0 MELODY SCALES CHIEF FINANCIAL OFFICER 40.00 X 158851 0 11172 JOSHUA WRIGHT EXECUTIVE DIRECTOR (UNTIL 6/24) 40.00 X 97390 0 22437 GARY DAVIS CHIEF PEOPLE OFFICER (FROM 6/24) 40.00 X 92661 0 9941 LESLIE HEILBRUNN CHIEF COMMUNICATIONS OFFICER (FROM 7/24) 40.00 X 77621 0 8269 KATHERINE BOYER CHIEF OF STAFF (FROM 11/24) 40.00 X 29306 0 875 EVELYN STARK MANAGING DIRECTOR 40.00 X 206449 0 20177 ALISSA FISHBANE MANAGING DIRECTOR 40.00 X 199153 0 19937 RACHEL TAYLOR MANAGING DIRECTOR 40.00 X 190098 0 25521 JANA SMITH MANAGING DIRECTOR 40.00 X 184741 0 30024 SCOTT STINSON DIRECTOR, OPERATIONS (UNTIL 11/24) 40.00 X 184720 0 23586 EMILY ZIMMERMAN MANAGING DIRECTOR 40.00 X 153528 0 18600 CAROLINA BETTER ROMERO MANAGING DIRECTOR 40.00 X 144559 0 24100 OMAR PARBHOO MANAGING DIRECTOR 40.00 X 148956 0 10841 SHANNON MCAULIFFE ASSOCIATE MANAGING DIRECTOR 40.00 X 140077 0 18203 JOHN ROBERTSON MANAGING DIRECTOR (UNTIL 5/24) 40.00 X 147658 0 10365 NICOLE FORBES ASSOCIATE MANAGING DIRECTOR 40.00 X 118718 0 26805 2770867 0 307440 32 0 1 0 SIXTY SIX EAST LLC 1550 WILSON BLVD STE 700 PMB 291 ARLINGTON VA 22209 SOFTWARE ENGINEERING SERVICES 203760 GRINSTEAD DESIGN COLLECTIVE LTD 7620 CHEROKEE STREET BROOMFIELD CO 80023 GRAPHIC DESIGN SERVICES 123713 2 1002561 5056470 6059031 CONTRACTS 900099 4298019 4298019 4298019 591128 591128 1672921 1661145 11776 11776 11776 MISCELLANEOUS 900099 -307 -307 FOREIGN EXCH. LOSS 900099 -828 -828 -1135 10958819 4298019 0 601769 811306 811306 2288025 1364388 923637 7242841 6852547 390294 223443 210379 13064 1982220 1762482 219738 824245 715620 108625 64310 64310 93668 93668 40 40 1365847 1365847 116351 27308 89043 502732 502732 782188 79414 702774 414441 382251 32190 28165 28165 86093 86093 PROGRAM SUPPLIES 299352 282704 16648 PAYROLL PROCESSING FEES 226535 23000 203535 STAFF TRAIN. & RECRUIT. 84597 8589 76008 REPAIRS AND MAINTENANCE 26596 26596 30082 -383034 413116 17493077 13502801 3990276 0 1991961 1217859 12381078 10575096 8601167 7117255 133706 91466 309814 209422 128557 100392 1613209 3029 2687426 1981170 27537104 21086267 568250 581369 246127 949314 2617211 2021423 3431588 3552106 X 5180288 3921952 18925228 13612209 24105516 17534161 27537104 21086267 -6534258 -37097 0 X 0 1 X 1 1 1 X 28058979 14380097 8434279 18425679 6059031 75358065 28058979 14380097 8434279 18425679 6059031 75358065 32893498 42464567 84150 1479 7561 367495 591128 1051813 73219 31219 21964 -1135 125267 76535145 24224433 0.55480 0.61300 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 309814 209422 100392 100392 SECURITY DEPOSITS 273936 RIGHT-OF-USE ASSET 1707234 1981170 LEASE LIABILITY 2021423 2021423 10921682 -37097 -37097 10958779 40 40 10958819 17493037 0 17493037 40 40 17493077 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 1 PROGRAM SERVICE ACTIVITIES TO FUND EMPLOYEE PAYROLL AND EXPENSE REIMBURSEMENTS. 94264 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 7 PROGRAM SERVICE ACTIVITIES TO FUND PROJECT EXPANSION, CONSULTANT FEES AND EMPLOYEES PAYROLLS. 607747 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 2 PROGRAM SERVICE ACTIVITIES TO FUND PROJECT EXPANSION, CONSULTANT FEES AND TRAVEL EXPENSES. 2353 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 4 PROGRAM SERVICE ACTIVITIES TO FUND PROJECT EXPANSION, CONSULTANT FEES AND TRAVEL EXPENSES. 107555 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 0 5 PROGRAM SERVICE ACTIVITIES TO FUND PROJECT EXPANSION, CONSULTANT FEES AND TRAVEL EXPENSES. 67261 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 38 PROGRAM SERVICE ACTIVITIES TO FUND PROJECT EXPANSION, CONSULTANT FEES AND TRAVEL EXPENSES AND EMPLOYEES PAYROLLS. 675602 CENTRAL AMERICA AND THE CARIBBEAN 0 2 PROGRAM SERVICE ACTIVITIES TO FUND PROJECT EXPANSION TRAVEL EXPENSES. 5323 SOUTH AMERICA 0 1 PROGRAM SERVICE ACTIVITIES TO FUND PROJECT EXPANSION, CONSULTANT FEES. 4263 0 60 0 0 0 60 1564368 0 1564368 1 0 1 0 0 0 1 GEORGE WASHINGTON UNIVERSITY 1922 F STREET NW 4TH FLOOR WASHINGTON DC 20052 530196584 501(C)(3) 200000 0 IMPLEMENTATION PARTNER GEORGIA OPPORTUNITY AND RESILIENCE FUND 422 GLEN IRIS DR NE ATLANTA GA 30308 871811721 501(C)(3) 121500 0 COMMUNITY RESEARCH AND CO-DESIGN IMPLEMENTATION PARTNER. HOSTOS COMMUNITY COLLEGE FOUNDATION 500 GRAND CONCOURSE BRONX NY 10451 133116643 501(C)(3) 64100 0 BEHAVIORAL DESIGN AND GAME DEVELOPMENT PARTNER NORTH SEATTLE COMMUNITY COLLEGE FOUNDATION 600 UNIVERSITY ST STE 2409 SEATTLE WA 98101 911163554 501(C)(3) 30500 0 BEHAVIORAL INTERVENTION IMPLEMENTATION PARTNER NAVICORE SOLUTIONS GARDEN STATE CONSUMER CREDIT COUNSELING INC 200 US HIGHWAY 9 MANALAPAN NJ 07726 223120920 501(C)(3) 30000 0 PILOT IMPLEMENTATION AND DATA TRACKING LUTHERAN SOCIAL SERVICES OF MN 2485 COMO AVE SAINT PAUL MN 55108 410872993 501(C)(3) 27500 0 IMPLEMENTATION PARTNER ARROFI INC 4052 DEL REY AVE STE 102 MARINA DEL REY CA 90292 863767823 C CORPORATION 25000 0 IMPLEMENTATION PARTNER MONEY MANAGEMENT INTERNATIONAL INC 12603 SOUTHWEST FWY STE 450 STAFFORD TX 77477 541837741 501(C)(3) 25000 0 BEHAVIORAL INTERVENTION IMPLEMENTATION PARTNER NATIONAL CENTER FOR FAMILY PHILANTHROPY (A DELAWARE CORPORATION) 1667 K ST NW STE 350 WASHINGTON DC 20006 522055016 501(C)(3) 25000 0 DONOR RESEARCH AND DESIGN IMPLEMENTATION PARTNER SELF FINANCIAL INC 901 E 6TH ST STE 1400 AUSTIN TX 78702 473596202 C CORPORATION 25000 0 BEHAVIORAL INTERVENTION IMPLEMENTATION PARTNER CONSUMER CREDIT COUNSELING SERVICE OF MARYLAND AND DELAWARE INC 6315 HILLSIDE COURT SUITE B COLUMBIA MD 21046 520846275 501(C)(3) 20000 0 IMPLEMENTATION PARTNER CENTER FOR TRANSFORMING COMMUNITIES 258 N MERTON ST MEMPHIS TN 38112 621769933 501(C)(3) 15000 0 PROGRAM MANAGEMENT/FACILITATION PARTNER PRISM DATA TECHNOLOGIES INC 228 PARK AVE S PMB 15764 NEW YORK NY 10003 873132114 C CORPORATION 12500 0 DATA ANALYSIS AND DESIGN IMPLEMENTATION PARTNER THE TRIGGER PROJECT 252 37TH ST SE WASHINGTON DC 20019 611976144 501(C)(3) 10000 0 COMMUNITY RESEARCH AND NARRATIVE IMPLEMENTATION PARTNER. TAKE CHARGE AMERICA INC 20430 N 19TH AVE SUITE B155 PHOENIX AZ 85027 860593598 501(C)(3) 7500 0 IMPLEMENTATION PARTNER 12 3 PART I, LINE 2: IN ASSESSING POTENTIAL SUB-GRANTEES, IDEAS42 EVALUATES: - FIT WITH THE PROJECT IN TERMS OF MISSION AND COMMITMENT TO INNOVATION; - FLEXIBILITY AND CAPACITY TO HELP REFINE THE INTERVENTION DESIGN PROPOSED BY THE IDEAS42; - CAPACITY TO CREATE AND ITERATE PROTOTYPES OF THE DESIGN IN CONCORDANCE WITH THE GOALS OF THE PROJECT; AND - ABILITY TO PASS LEGAL AND OTHER ASSESSMENTS AS REQUIRED BY FUNDERS WE ASK SUB-GRANTEES TO PROVIDE PROJECT REPORTS AT THE SAME FREQUENCY WE ARE REQUIRED TO REPORT TO OUR FUNDERS. IN ADDITION, WE PERIODICALLY CHECK IN WITH SUB-GRANTEES BY CONFERENCE CALL ON THE PROGRESS OF THEIR WORK. X X X 1 0 0 0 0 0 0 0 0 BRIDGETTE GRAY CHIEF EXECUTIVE OFFICER (FROM 2/24) 275615 0 0 0 5853 0 8412 0 5353 0 295233 0 0 0 PIYUSH TANTIA CHIEF INNOVATION OFFICER 214913 0 0 0 0 0 6450 0 6372 0 227735 0 0 0 EVELYN STARK MANAGING DIRECTOR 206072 0 0 0 377 0 6183 0 13994 0 226626 0 0 0 ALISSA FISHBANE MANAGING DIRECTOR 198073 0 0 0 1080 0 5943 0 13994 0 219090 0 0 0 RACHEL TAYLOR MANAGING DIRECTOR 189018 0 0 0 1080 0 5727 0 19794 0 215619 0 0 0 JANA SMITH MANAGING DIRECTOR 96622 0 0 0 88119 0 5230 0 24794 0 214765 0 0 0 SCOTT STINSON DIRECTOR, OPERATIONS (UNTIL 11/24) 54124 0 0 0 130596 0 4876 0 18710 0 208306 0 0 0 EMILY ZIMMERMAN MANAGING DIRECTOR 153528 0 0 0 0 0 4606 0 13994 0 172128 0 0 0 MELODY SCALES CHIEF FINANCIAL OFFICER 157771 0 0 0 1080 0 4800 0 6372 0 170023 0 0 0 CAROLINA BETTER ROMERO MANAGING DIRECTOR 136028 0 0 0 8531 0 4306 0 19794 0 168659 0 0 0 OMAR PARBHOO MANAGING DIRECTOR 148956 0 0 0 0 0 4469 0 6372 0 159797 0 0 0 SHANNON MCAULIFFE ASSOCIATE MANAGING DIRECTOR 138997 0 0 0 1080 0 4209 0 13994 0 158280 0 0 0 JOHN ROBERTSON MANAGING DIRECTOR (UNTIL 5/24) 78404 0 0 0 69254 0 2352 0 8013 0 158023 0 0 0 PART I, LINE 4A THE FOLLOWING EMPLOYEES LISTED AT FORM 990, PART VII, RECEIVED SEVERANCE PAYMENTS: SCOTT STINSON $43,750 JOHN ROBERTSON $49,521 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY SENIOR MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS AND TRUSTEES ARE REQUIRED TO ANNUALLY DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICT. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON DISCLOSES THE EXISTENCE OF THE FINANCIAL INTEREST AND IS 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, HE/SHE LEAVES 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 DECIDE IF A CONFLICT OF INTEREST EXISTS. PROCEDURES FOR ADDRESSING THE CONFLICT OF INTEREST: A) AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE LEAVES THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. B) THE CHAIR OF THE GOVERNING BOARD OR COMMITTEE, IF APPROPRIATE, APPOINTS A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. C) AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE DETERMINES WHETHER IDEAS42 CAN OBTAIN WITH REASONABLE EFFORTS FROM A DIFFERENT PERSON OR ENTITY A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. D) IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE DETERMINES BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN IDEAS42'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION, IT MAKES ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE THAT A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT INFORMS THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORDS THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD OR COMMITTEE DETERMINES THAT THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT TAKES APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15A SALARY ADJUSTMENTS FOR THE EXECUTIVE DIRECTOR ARE DETERMINED BY THE BOARD OF DIRECTORS IN THE ABSENCE OF THE EXECUTIVE DIRECTOR. THE BOARD MAKES A DETERMINATION BASED ON COMPARATIVE SALARIES FOR SIMILAR-SIZED ORGANIZATIONS AND ON OVERALL PERFORMANCE. COMPARATIVE SALARIES ARE COMPILED BY THE EXECUTIVE COMMITTEE AND ARE SUBMITTED FOR REVIEW TO THE FULL BOARD. THE EXECUTIVE DIRECTOR'S COMPENSATION WAS DELIBERATED BY THE BOARD IN CLOSED SESSION AND THE FINAL DECISION WAS DOCUMENTED IN THE BOARD MINUTES. THE LAST COMPENSATION REVIEW TOOK PLACE IN DECEMBER 2024. THE COMPENSATION OF OTHER OFFICERS IS DETERMINED BY THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. IDEAS42 INTERNATIONAL HOLDINGS LLC 1209 ORANGE STREET WILMINGTON DE 19801 851581496 ADVANCE BEHAVIORAL SCIENCE DE 0 0 IDEAS42 IDEAS42 IH 2 LLC 1209 ORANGE STREET WILMINGTON DE 19801 851597666 ADVANCE BEHAVIORAL SCIENCE DE 0 0 IDEAS42 IDEAS42 INDIA PRIVATE LIMITED 301-302 THIRD FLOOR GOOD EARTH CIT GURUGRAM HARYANA IN GURGAON ADVANCE BEHAVIORAL SCIENCE IN IDEAS42 INTERNATIONAL HOLDINGS C 13881 1.00000 1 IDEAS42 CIC 71-75 SHELTON STREET CONVENT GARDE LONDON UK WC2H 9JQ ADVANCE BEHAVIORAL SCIENCE UK IDEAS42 C 1.00000 1 IDEAS42 VENTURES 60 BROAD STREET 24 FL NEW YORK NY 10004 861804687 ADVANCE BEHAVIORAL SCIENCE DE IDEAS42 C 5580 183772 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0