2026-06-22T15:14:29-05:00 2025-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 333 BUSH STREET STE 1000 SAN FRANCISCO CA 94104 990 2025-01-01 542132153 REDF REDF 4155616677 785 MARKET STREET 1200 SAN FRANCISCO CA 94103 MARIA KIM PRESIDENT & CEO 4155616677 2026-06-22 1 MICHAEL LUMSDEN P01262236 4159561500 2026-06-22 2025 2025-03-06 01:10:19Z REDEFINE ALLIANCE MARIA KIM 785 MARKET STREET 1200 SAN FRANCISCO CA 94103 27312973 0 X WWW.REDEFINEALLIANCE.ORG X 2003 CA REDF (DBA REDEFINE ALLIANCE) IS A NON-PROFIT ORGANIZATION THAT SUPPORTS EMPLOYMENT SOCIAL ENTERPRISES (ESES): BUSINESSES THAT SEEK NOT ONLY FINANCIAL RESULTS, BUT ALSO TO CREATE JOBS, STABILITY, AND ECONOMIC MOBILITY FOR PEOPLE OVERCOMING THE TOUGHEST BARRIERS TO EMPLOYMENT.REDEFINE ALLIANCE SUPPORT FOR ESES IS LARGELY IN THREE FORMS: (I) CAPITAL (INCLUDING GRANTS, LOANS, AND ACCESS TO PUBLIC CONTRACTS); (II) CAPACITY BUILDING (TARGETED TECHNICAL ASSISTANCE IN KEY CAPABILITIES SUCH AS BUSINESS MODELING, PROGRAM DESIGN, OPERATIONS, TALENT, AND FUNDRAISING); AND (III) COMMUNITY PEER-TO-PEER LEARNING AND ENGAGEMENT.BY ADVANCING BUSINESSES THAT HIRE THOSE WHO FACE SIGNIFICANT HURDLES FOR EMPLOYMENT, REDEFINE ALLIANCE UTILIZES AN EVIDENCE-BASED SOLUTION THAT HELPS INDIVIDUALS OVERCOME TOUGH BARRIERS AND RETURN TO WORK, INCREASING HOUSING STABILITY AND REDUCING UTILIZATION OF GOVERNMENT BENEFITS AS THEY BUILD ECONOMIC POWER. 17 16 98 18 0 0 20734451 26804333 578333 217500 405220 269640 5600 21500 21723604 27312973 5649379 6007909 0 0 13840860 14874009 0 0 1383876 9007124 8874625 28497363 29756543 -6773759 -2443570 40181020 37266135 4275345 3495044 35905675 33771091 X REDEFINE ALLIANCE INVESTS IN BUSINESSES THAT REVEAL AND REINFORCE THE TALENT OF PEOPLE BREAKING THROUGH BARRIERS TO EMPLOYMENT. 0 0 6909391 4839200 0 GROWTH PORTFOLIO: REDEFINE ALLIANCE PROVIDES GRANTS AND CUSTOMIZED HANDS-ON TECHNICAL ASSISTANCE AND MEASURES RESULTS TO A DIVERSE PORTFOLIO OF EMPLOYMENT SOCIAL ENTERPRISES (ESES) TO INCORPORATE BEST PRACTICES THAT IMPROVE PARTICIPANT OUTCOMES AND SUSTAINABILITY FOR THE ENTERPRISES. 6759351 85000 0 PARTNERSHIPS: GOVERNMENT PARTNERSHIPS AND POLICY FOSTERS PUBLIC-PRIVATE SECTOR PARTNERSHIPS AND POLICY AT THE FEDERAL AND STATE LEVELS THAT PROMOTE PUBLIC INVESTMENT IN EMPLOYMENT SOCIAL ENTERPRISES (ESES) AND INCREASE ECONOMIC MOBILITY FOR THEIR EMPLOYEES. 1896289 400000 0 COMMUNITY: IN RESPONSE TO THE EVER-GROWING FIELD OF EMPLOYMENT SOCIAL ENTERPRISES (ESES) AND THE CATALYTIC LEARNING THAT CAN TAKE PLACE WHEN THEY HAVE A PLATFORM IN WHICH TO CONNECT, REDEFINE ALLIANCE OFFERS COMMUNITY, A DEDICATED SPACE AND CURATED RESOURCES TO HELP OUR SOCIAL ENTERPRISE PARTNERS AND THEIR STAFF CONNECT, GROW, AND LEAD. COMMUNITY SERVICES INCLUDE AFFINITY GROUPS TO BUILD DEEPER CONNECTIONS BETWEEN ENTREPRENEURS, IN-PERSON AND ONLINE GATHERINGS TO INFORM FUTURE STRATEGY AND LEARN WITH EACH OTHER, NETWORK-WIDE PROFESSIONAL DEVELOPMENT, AND INDIVIDUALIZED COACHING FOR ENTREPRENEURS. 8892855 683709 217500 OTHER PROGRAM SERVICES INCLUDE ACCELERATOR, IMPACT LENDING, LEARNING & EVIDENCE, ADVOCACY, STRATEGIC IMPLEMENTATION, THE FARBER INTERNSHIP, AND OUTREACH. 8892855 683709 217500 24457886 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 146 0 1 98 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X LISA SCHWALLIE 4155616677 785 MARKET STREET SUITE 1200 SAN FRANCISCO CA 94103 CARLA JAVITS BOARD MEMBER / SENIOR ADVISOR 16.00 X 89185 0 3567 GEORGE R ROBERTS BOARD CHAIR 1.00 X X 0 0 0 STUART DAVIDSON BOARD VICE CHAIR 1.00 X X 0 0 0 PHILLIP ESTES BOARD TREASURER 1.00 X X 0 0 0 DAN ROSE BOARD SECRETARY 1.00 X X 0 0 0 HARRIS BARTON BOARD MEMBER 1.00 X 0 0 0 BONNIE BOSWELL BOARD MEMBER 1.00 X 0 0 0 ELIZABETH YA FERGUSON BOARD MEMBER 1.00 X 0 0 0 CHET P HEWITT BOARD MEMBER 1.00 X 0 0 0 CHIEF MACK JENKINS RET BOARD MEMBER 1.00 X 0 0 0 MARTIN LAUBER BOARD MEMBER 1.00 X 0 0 0 RYAN NOLAN BOARD MEMBER 1.00 X 0 0 0 CHRIS O'DONNELL BOARD MEMBER 1.00 X 0 0 0 ELENA QUINTANA BOARD MEMBER 1.00 X 0 0 0 JESSE ROGERS BOARD MEMBER 1.00 X 0 0 0 ADAM SMITH BOARD MEMBER 1.00 X 0 0 0 WILLIAM M WASHINGTON III BOARD MEMBER 1.00 X 0 0 0 COURTNEY WELTON BOARD MEMBER (THRU 9/2025) 1.00 X 0 0 0 MARIA KIM PRESIDENT & CEO 40.00 X 375455 0 29276 LISA SCHWALLIE CF&AO (START 2/2025) 40.00 X 239216 0 10270 DAVID SAMUELS CF&AO (THRU 2/2025) 40.00 X 126503 0 13954 GREGORY ERICKSEN SR DIR, GOV'T PARTNERSHIPS & POLICY 40.00 X 212403 0 49830 KAREN CHERN ZANGLE VICE PRESIDENT, PROGRAMS 40.00 X 227075 0 8966 JO'VION GREER VP, DEV & MARKETING/COMMS (THRU 8/2025) 40.00 X 202417 0 19918 BRIAN WILLIAMS DIRECTOR, HUMAN RESOURCES 40.00 X 235457 0 44979 DEANNA FRANK DIRECTOR, DEVELOPMENT 40.00 X 186791 0 42278 JEFFERY BERGQUIST VICE PRESIDENT, STRATEGY 40.00 X 217062 0 7290 YODIT BEYENE DIRECTOR, ACCELERATOR 40.00 X 190196 0 7457 PATRICIA AHAZIE DIRECTOR, FINANCE & ACCOUNTING 40.00 X 182870 0 14615 2484630 0 252400 64 0 1 0 DALBERG CONSULTING 155 WEST 23RD STREET 6TH FLOOR NEW YORK NY 01011 CONSULTING SERVICES 403499 SEATTLE JOBS INITIATIVE 1200 12TH AVENUE SOUTH SUITE 160 SEATTLE WA 98144 TECHNICAL ASSISTANCE 286548 XANTRION 3675 MT DIABLO BOULEVARD LAFAYETTE CA 94549 IT SERVICES 232735 TRAILHEAD STRATEGIES 1996 FALMOUTH DRIVE EL CAJON CA 92020 IT SERVICES 202509 SOCIAL POLICY RESEARCH ASSOCIATES 1950 FRANKLIN STREET 1805 OAKLAND CA 94612 TECHNICAL ASSISTANCE 156500 17 5493150 21311183 102655 26804333 SHARED SERVICE PROG REVENUE 541900 217500 217500 217500 269640 269640 OTHER INCOME 900099 21500 21500 21500 27312973 217500 0 291140 X 6007909 6007909 1608036 720539 511364 376133 9919090 8207868 1197871 513351 381412 318027 43888 19497 359676 297314 47807 14555 2605795 1747437 704992 153366 131844 131844 92138 92138 5434169 5012856 284166 137147 33601 27667 5934 652437 425152 186400 40885 554059 420083 91783 42193 864323 608309 220979 35035 354203 249288 90558 14357 202626 136988 45585 20053 79487 79487 EVALUATION INCENTIVES 269737 247933 9809 11995 TRAINING & PROF DEV 176425 3331 169100 3994 RECRUITING 17161 15774 624 763 12415 11411 452 552 29756543 24457886 3914781 1383876 3711133 4416749 9417290 2004749 10710311 8614570 2225012 2334170 979827 923543 1492683 1240176 408088 252507 10785443 17254652 1943916 1465195 40181020 37266135 2166850 1916726 34081 0 2074414 1578318 4275345 3495044 X 20404156 19101065 15501519 14670026 35905675 33771091 40181020 37266135 X -2443570 364858 -55872 X 0 1 X 1 1 1 X 11118537 16873834 26836632 20734451 26804333 102367787 11118537 16873834 26836632 20734451 26804333 102367787 3586193 98781594 6798 4962 302087 405220 269640 988707 439716 87653 2500 5600 21500 556969 103913463 2504265 0.95060 0.84160 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2021 AMOUNT: $ 439,716. 2022 AMOUNT: $ 87,653. 2023 AMOUNT: $ 2,500. 2024 AMOUNT: $ 5,600. 2025 AMOUNT: $ 21,500. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 156222 0 0 156222 0 PART II-B, LINE 1: REDEFINE ALLIANCE INFORMS AND INFLUENCES POLICYMAKERS TO PROMOTE THE GROWTH OF EMPLOYMENT SOCIAL ENTERPRISES AND TO INCREASE ECONOMIC OPPORTUNITY FOR ENTERPRISE EMPLOYEES. WITH OUR POLICY COALITIONS, REDEFINE ALLIANCE ADVOCATES FOR CAPITAL, RESOURCES, AND POLICY CHANGE TO EMPLOYMENT SOCIAL ENTERPRISES (ESES) ACROSS THE UNITED STATES. REDEFINE ALLIANCE SEEKS TO BUILD DEMAND FROM THE PUBLIC SECTOR FOR ESE AS A SOLUTION THROUGH EDUCATING GOVERNMENT ENTITIES OF THE ESE MODEL, CULTIVATING NEW PUBLIC FUNDING SOURCES FOR ESE (AND THE RELATED CAPACITY AND FIELD BUILDING ACTIVITIES), AND FACILITATING ESE ACCESS TO EXISTING PUBLIC FUNDING SOURCES. 175672 152571 23101 478755 373773 104982 838256 713832 124424 252507 OPERATING LEASE LIABILITY 1578318 1578318 X 27677909 364858 55950 -55872 364936 27312973 0 27312973 29812493 55950 55950 29756543 0 29756543 PART X, LINE 2: REDF IS EXEMPT FROM TAXATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY REDF IN ITS FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. REDF'S RETURNS ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES, GENERALLY FOR THREE AND FOUR YEARS, RESPECTIVELY, AFTER THEY ARE FILED. 1 ALL SQUARE 4047 MINNEHAHA AVENUE MINNEAPOLIS MN 55406 813572476 501(C)(3) 205000 0 PORTFOLIO GRANT ANNIECANNONS INC 1423 BROADWAY 1144 OAKLAND CA 94612 473202155 501(C)(3) 41000 0 ACCELERATOR AND STRATEGIC GRANT ANTELOPE VALLEY PARTNERS FOR HEALTH 44226 10TH STREET WEST LANCASTER CA 93534 470957404 501(C)(3) 41000 0 STRATEGIC GRANT BIKES NOT BOMBS INC 284 AMORY STREET JAMAICA PLAIN MA 02130 043138753 501(C)(3) 236500 0 PORTFOLIO AND STRATEGIC GRANT BINGHAMPTON DEVELOPMENT CORPORATION PO BOX 111447 MEMPHIS TN 38111 200062075 501(C)(3) 20000 0 STRATEGIC GRANT CARRY THE VISION 7365 MONTEREY STREET SUITE 203 GILROY CA 95020 010952753 501(C)(3) 85000 0 STRATEGIC GRANT CENTER FOR REGIONAL ECONOMIC COMPETITIVENESS 1700 NORTH MOORE STREET STE 1500 ARLINGTON VA 22209 541968125 501(C)(3) 50000 0 STRATEGIC GRANT CHIFRESH KITCHEN LWCA 4017 S MICHIGAN APT 1 CHICAGO IL 60653 821690537 41000 0 STRATEGIC GRANT COALFIELD DEVELOPMENT DBA SUSTAINU PO BOX 1133 WAYNE WV 25570 263836207 501(C)(3) 50000 0 STRATEGIC GRANT CONBODY INC 121 LUDLOW STREET FLOOR 2 NEW YORK NY 10002 832845087 150000 0 PORTFOLIO GRANT CONSERVATION CORPS NORTH BAY 11 PIMENTEL COURT NOVATO CA 94949 942831592 501(C)(3) 100000 0 PORTFOLIO GRANT COVENANT COMMUNITY SERVICES 1700 N CHESTER AVE BAKERSFIELD CA 93308 421584502 501(C)(3) 14000 0 STRATEGIC GRANT DC CENTRAL KITCHEN 2121 1ST STREET SW WASHINGTON CA 20024 521584936 501(C)(3) 40000 0 ACCELERATOR GRANT DION'S CHICAGO DREAM 6235 SOUTH HOMAN AVE CHICAGO IL 60629 852527687 501(C)(3) 40000 0 ACCELERATOR GRANT DOWNTOWN WOMEN'S CENTER 442 S SAN PEDRO STREET LOS ANGELES CA 90013 311597223 501(C)(3) 175000 0 PORTFOLIO GRANT EDWINS LEADERSHIP AND RESTAURANT INSTITUTE 13101 SHAKER SQUARE CLEVELAND OH 441202312 260656263 501(C)(3) 100000 0 PORTFOLIO GRANT EMERGE CONNECTICUT INC 830 GRAND AVENUE NEW HAVEN CT 06511 453789523 501(C)(3) 250000 0 PORTFOLIO GRANT EMMA'S TORCH LTD 345 SMITH STREET BROOKLYN NY 11231 813651292 501(C)(3) 100000 0 PORTFOLIO GRANT ENVISION YOUR PATHWAY 305 VINEYARD TOWN CENTER SUITE 109 MORGAN HILL CA 95037 853461397 501(C)(3) 21000 0 STRATEGIC GRANT FORWARD ENDEAVORS 437 WEST WILLOW STREET LONG BEACH CA 90806 934248727 501(C)(3) 40000 0 ACCELERATOR GRANT FREEDOM A LA CART 500 ARTINGTON CENTRE BLVD STE 5109 COLUMBUS OH 43220 263114093 501(C)(3) 100000 0 PORTFOLIO GRANT GLIDE FOUNDATION 330 ELLIS ST 4TH FLOOR SAN FRANCISCO CA 94102 941156481 501(C)(3) 100000 0 PORTFOLIO GRANT GLOBAL NEIGHBORHOOD 902 W INDIANA AVENUE SPOKANE WA 99205 262571035 501(C)(3) 152000 0 PORTFOLIO GRANT GOODWILL OF SILICON VALLEY 1080 N 7TH STREET SAN JOSE CA 95112 941212132 501(C)(3) 100000 0 PORTFOLIO GRANT GREENLIFT LLC 77 WEST ST SUITE 110 ANNAPOLIS MD 21401 475132127 41000 0 STRATEGIC GRANT GROUND UP PDX 657 SOUTHEAST YAMHILL STREET PORTLAND OR 97214 811845542 174900 0 PORTFOLIO GRANT JOBTRAIN 1200 OBRIEN DRIVE MENLO PARK CA 94025 941712371 501(C)(3) 129931 0 STRATEGIC GRANT JUST Q'IN BBQ 975 EAST MCMILLAN STREET CINCINNATI OH 45206 270443579 119450 0 PORTFOLIO GRANT LADIES EMPOWERMENT AND ACTION PROGRAM 5815 SW 68TH STREET SOUTH MIAMI FL 33143 270193483 501(C)(3) 41000 0 ACCELERATOR AND STRATEGIC GRANT LIVING PONO PROJECT 95 LONO AVENUE KAHULUI HI 96732 455263880 501(C)(3) 40000 0 ACCELERATOR GRANT LOS ANGELES CONSERVATION CORPS 1400 NORTH SPRING STREET LOS ANGELES CA 90012 954002138 501(C)(3) 100000 0 PORTFOLIO GRANT MISSOULA INTERFAITH COLLABORATIVE 202 BROOKS STREET MISSOULA MT 59801 463396495 501(C)(3) 125000 0 PORTFOLIO GRANT MORE THAN WORDS 56 FELTON STREET WALTHAM MA 02453 042784985 501(C)(3) 100000 0 PORTFOLIO GRANT NEW VENTURE FUND 1828 L STREET NW SUITE 300A WASHINGTON DC 20036 205806345 501(C)(3) 150000 0 STRATEGIC GRANT NU-WAY STAFFING 1400 VETERANS MEMORIAL HWY SE 134-275 MABLETON GA 30126 815434792 100000 0 PORTFOLIO GRANT OIC OF SOUTH FLORIDA 3407 NW NINTH AVE UNIT 100 FORT LAUDERDALE FL 33309 651117147 501(C)(3) 150000 0 PORTFOLIO GRANT OIC STRATEGIC INTEGRATION LLC 3407 NW 9TH AVENUE SUITE 100 FORT LAUDERDALE FL 33309 822838293 100000 0 PORTFOLIO GRANT OPPORTUNITIES INDUSTRIALIZATION CENTER INC 402 EAST VIRGINIA STREET ROCKY MOUNT NC 27801 560946196 501(C)(3) 40000 0 ACCELERATOR GRANT PARENTS BY CHOICE PO BOX 690158 STOCKTON CA 95269 352274016 501(C)(3) 21000 0 STRATEGIC GRANT PEOPLE ADVANCING REINTEGRATION INC 2024 W HUNTING PARK AVE PHILADELPHIA PA 19140 472545218 501(C)(3) 209850 0 PORTFOLIO GRANT PIIKUP LLC 4400 KELLER AVENUE STE 140 OAKLAND CA 94605 872680630 44778 0 STRATEGIC GRANT READY FOR GOOD CO 708 CONNECTICUT STREET LAWRENCE KS 66044 873356507 501(C)(3) 6000 0 STRATEGIC GRANT REVOLUTION WORKSHOP 3410 W LAKE STREET CHICAGO IL 60624 822354651 501(C)(3) 107500 0 PORTFOLIO AND STRATEGIC GRANT RISE UP INDUSTRIES 8530 ROLAND ACRES DRIVE SANTEE CA 92071 800908912 501(C)(3) 210000 0 PORTFOLIO GRANT RK CONTRACTORS LLC 523 GLADSTONE AVENUE KANSAS CITY MO 64124 824278991 40000 0 ACCELERATOR GRANT SALAZAR LANDSCAPING 11643 EL GRANADA AVENUE LYNWOOD CA 90280 824465461 20000 0 STRATEGIC GRANT SECOND CHANCE RECYCLING 1179 15TH AVE SE MINNEAPOLIS MN 55414 770155997 100000 0 PORTFOLIO GRANT SEEDS OF CHANGE LLC 3520 MIDDLEBROOK PIKE KNOXVILLE TN 37921 812941665 140000 0 PORTFOLIO GRANT SHAPING OUR APPALACHIAN REGION 137 MAIN ST SUITE 300 PIKEVILLE KY 41501 371760428 501(C)(3) 50000 0 STRATEGIC GRANT SOCIAL ENTERPRISE AND TRAINING CENTER INC 131 STATE STREET SCHENECTADY NY 12305 473946521 501(C)(3) 26000 0 STRATEGIC GRANT SPIR CANDLE CO 5449 BALLARD AVENUE NORTHWEST SEATTLE WA 98107 475400145 41000 0 ACCELERATOR AND STRATEGIC GRANT THE CHRYSALIS CENTER 522 S MAIN STREET LOS ANGELES CA 90013 953972624 501(C)(3) 110000 0 PORTFOLIO AND STRATEGIC GRANT THE MADE INSTITUTE 503 GARLAND FLINT MI 48502 473281597 501(C)(3) 101000 0 PORTFOLIO AND STRATEGIC GRANT THE URBAN ASSOCIATION OF FORESTRY AND FIRE PROFESSIONALS INC 110 W 6TH STREET 162 AZUSA CA 91702 830806426 501(C)(3) 120000 0 PORTFOLIO GRANT TOUCH A HEART 98-820 MOANALUA ROAD UNIT 15-1 PMB 224 AIEA HI 96701 472910481 100000 0 PORTFOLIO GRANT TURN90 3765 LEEDS AVE STE B NORTH CHARLESTON SC 29405 460671501 501(C)(3) 40000 0 STRATEGIC GRANT UNLOCKED LABS 4240 DUNCAN AVENUE ST 200 ST LOUIS MO 63110 371871086 501(C)(3) 41000 0 ACCELERATOR AND STRATEGIC GRANT URBAN ALCHEMY PO BOX 425509 SAN FRANCISCO CA 94142 825408579 501(C)(3) 170000 0 PORTFOLIO GRANT URBAN ASSOCIATION OF FORESTRY AND FIRE PROFESSIONALS INC 110 W 6TH STREET AZUSA CA 91702 830806426 501(C)(3) 100000 0 PORTFOLIO GRANT VALEO VOCATION PO BOX 5907 TACOMA WA 98415 824092268 501(C)(3) 100000 0 PORTFOLIO GRANT VEHICLES FOR CHANGE 4111 WASHINGTON BLVD HALETHORPE MD 21227 541933692 501(C)(3) 100000 0 PORTFOLIO GRANT WELD SEATTLE 164 NE 145TH STREET SHORELINE WA 98155 813922645 501(C)(3) 150000 0 PORTFOLIO GRANT WILDFLYER COFFEE 3262 MINNEHAHA AVE MINNEAPOLIS MN 55406 820734578 501(C)(3) 175000 0 PORTFOLIO GRANT 49 14 PART I, LINE 2: REDF MAINTAINS A CLOSE RELATIONSHIP WITH THE ORGANIZATIONS WE FUND. WE HAVE A TEAM OF PROGRAM, FISCAL AND COMPLIANCE PERSONNEL WHO WORK CLOSELY WITH THE ORGANIZATIONS TO MONITOR PROGRESS TOWARDS GOALS. IN ADDITION (AND AS APPROPRIATE), WE RESTRICT THE USE OF FUNDS TO PARTICULAR PROJECTS AND REQUIRE EVIDENCE THAT THE FUNDS HAVE BEEN SPENT IN ALIGNMENT WITH THE RESTRICTIONS. X X 0 0 0 0 0 0 0 0 0 MARIA KIM PRESIDENT & CEO 375455 0 0 0 0 0 12500 0 16776 0 404731 0 0 0 BRIAN WILLIAMS DIRECTOR, HUMAN RESOURCES 202399 0 0 0 33058 0 6534 0 38445 0 280436 0 0 0 GREGORY ERICKSEN SR DIR, GOV'T PARTNERSHIPS & POLICY 212403 0 0 0 0 0 8700 0 41130 0 262233 0 0 0 LISA SCHWALLIE CF&AO (START 2/2025) 239216 0 0 0 0 0 9207 0 1063 0 249486 0 0 0 KAREN CHERN ZANGLE VICE PRESIDENT, PROGRAMS 227075 0 0 0 0 0 6936 0 2030 0 236041 0 0 0 DEANNA FRANK DIRECTOR, DEVELOPMENT 186791 0 0 0 0 0 7138 0 35140 0 229069 0 0 0 JEFFERY BERGQUIST VICE PRESIDENT, STRATEGY 217062 0 0 0 0 0 6267 0 1023 0 224352 0 0 0 JO'VION GREER VP, DEV & MARKETING/COMMS (THRU 8/20 163378 0 0 0 39039 0 8082 0 11836 0 222335 0 0 0 YODIT BEYENE DIRECTOR, ACCELERATOR 190196 0 0 0 0 0 6308 0 1149 0 197653 0 0 0 PATRICIA AHAZIE DIRECTOR, FINANCE & ACCOUNTING 182870 0 0 0 0 0 3600 0 11015 0 197485 0 0 0 X 3 102655 FAIR MARKET VALUE 0 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF ITEMS CONTRIBUTED (DEFINED AS EACH SEPARATE GIFT) ON SCHEDULE M, PART I, COLUMN (B). FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT TAX ACCOUNTANT IN CONJUNCTION WITH THE ORGANIZATION'S ACCOUNTING AND FINANCE DEPARTMENT. A DRAFT FORM 990 IS THEN REVIEWED BY MANAGEMENT; ADJUSTMENTS ARE MADE, AS NECESSARY. A COMPLETE COPY OF THE FORM 990 IS THEN REVIEWED BY THE AUDIT COMMITTEE, AND THEREAFTER MADE AVAILABLE TO ALL MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY WHICH COVERS ALL STAFF, VOLUNTEERS, AND BOARD MEMBERS ("COVERED PERSON"). UNDER THE CONFLICT OF INTEREST POLICY, EACH COVERED PERSON HAS A REQUIREMENT TO MAKE FULL DISCLOSURE OF INTERESTS AND RELATIONSHIPS THAT COULD POTENTIALLY RESULT IN A CONFLICT OF INTEREST UPON OR BEFORE ELECTION, HIRING, OR APPOINTMENT, AS WELL AS ON AN ON-GOING BASIS. AFTER DISCLOSURE, THE COVERED PERSON IS ASKED TO LEAVE THE ROOM FOR THE DISCUSSION AND WILL NOT BE PERMITTED TO VOTE ON THE TRANSACTION OR ARRANGEMENT BEING CONSIDERED. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD DETERMINES THE COMPENSATION FOR ALL OFFICERS AND KEY EMPLOYEES UTILIZING A COMPENSATION STUDY, WHICH IS REVIEWED IN CONJUNCTION WITH GOALS AND PERFORMANCE REVIEWS FOR EACH EMPLOYEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G SECTOR EXPERTISE AND PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 5,012,856. MANAGEMENT AND GENERAL EXPENSES 284,166. FUNDRAISING EXPENSES 137,147. TOTAL EXPENSES 5,434,169. FORM 990, PART XI, LINE 9: WRITE-OFF OF PRIOR YEAR PLEDGE REVENUE -55,872.