2025-04-22T16:20:50-05:00 2024-06-30 362938874 OSTROW REISIN BERK & ABRAMS LTD 455 N CITYFRONT PLAZA DR SUITE 1600 CHICAGO IL 60611 990 2023-07-01 522033353 MIKVA CHALLENGE GRANT FOUNDATION MIKV 3128636340 200 S MICHIGAN SUITE 1000 CHICAGO IL 60604 VERNEE GREEN CHIEF EXECUTIVE OFFICER 3128636340 2025-03-25 1 1 KEVIN OMAHEN P03154671 3126707444 2025-03-25 2023 2025-03-06 01:10:19Z VERNEE GREEN 200 S MICHIGAN SUITE 1000 CHICAGO IL 60604 6205577 0 X WWW.MIKVACHALLENGE.ORG X 1997 IL MIKVA CHALLENGE DEVELOPS YOUTH TO BE EMPOWERED, INFORMED, AND ACTIVE CITIZENS WHO WILL PROMOTE A JUST AND EQUITABLE SOCIETY. THROUGH ITS WORK, MIKVA CHALLENGE LOOKS TO BUILD A STRONGER, INCLUSIVE DEMOCRACY THAT VALUES YOUTH VOICE. THROUGH ITS YOUTH PROGRAMS AND TRAINING FOR EDUCATORS, MIKVA CHALLENGE SERVES 300,000 MIDDLE AND HIGH SCHOOL AGE STUDENTS LOCATED IN ILLINOIS, WASHINGTON DC METRO AREA AND 12 ADDITIONAL PARTNER SITES ACROSS THE COUNTRY. 20 20 159 20 0 0 5231117 4655287 947276 1416482 68140 119853 -37746 -5867 6208787 6185755 349872 367846 0 0 3751904 3647901 0 0 804213 1556217 2472473 5657993 6488220 550794 -302465 6806397 6626946 631019 617751 6175378 6009195 X SEE SCHEDULE O 0 0 1468640 160756 YOUTH POLICY MAKING COUNCILS- MIKVA'S YOUTH POLICY MAKING COUNCILS EMPOWER HIGH SCHOOL AGED YOUTH IN EACH OF OUR CHAPTER SITES TO CONDUCT RESEARCH ON KEY ISSUES IN THEIR SCHOOL DISTRICT AND CITY GOVERNMENT. COUNCIL PARTICIPANTS THEN MAKE RECOMMENDATIONS TO CITY LEADERS AND OTHER PUBLIC OFFICIALS AND PARTNER WITH THEM ON IMPLEMENTATION AND ONGOING EVALUATION. 1290877 154706 1199931 CURRICULA, COACHING AND EVENT SUPPORT FOR CIVIC EDUCATORS-MIKVA'S TEACHER-FACING WORK PROVIDES EDUCATORS IN ITS CHAPTER AND PARTNER SITES WITH CIVIC ENGAGEMENT CURRICULA, PROFESSIONAL DEVELOPMENT, COACHING, AND SUPPORT TO ORGANIZE LOCAL EVENTS FOR YOUTH IN THEIR SCHOOL OR DISTRICT. COLLECTIVELY, THESE SUPPORTS HELP TEACHERS TRANSFORM THEIR CLASSROOMS AND SCHOOLS INTO SPACES IN WHICH YOUTH BUILD COMMUNITY WITH AND DEVELOP EMPATHY FOR THEIR PEERS; DEVELOP CRITICAL THINKING SKILLS; PRACTICE COLLABORATION; AND TAKE INFORMED ACTION TO ADDRESS THE ISSUES THEY CARE ABOUT MOST. 851301 9460 167800 NATIONAL YOUTH CIVIC COVENINGS-AS MIKVA CONTINUES TO EXPAND TO SERVE YOUTH IN MORE CITIES ACROSS AMERICA, OUR NATIONAL YOUTH CIVIC CONVENINGS (SUCH AS SOAPBOX NATION AND OUR YOUTH SUMMIT) BRING YOUNG PEOPLE FROM DIFFERENT BACKGROUNDS TOGETHER TO SHARE THEIR OWN EXPERIENCES, LEARN FROM AND DEVELOP EMPATHY FOR EACH OTHER, AND WORK TOGETHER TO DEVELOP PLANS TO CREATE CHANGE IN THEIR OWN COMMUNITIES ONCE THEY RETURN HOME. 510574 42924 48751 PUBLIC SERVICE INTERNSHIPS-MIKVA'S SUMMER FELLOWS PROGRAM PROVIDES YOUTH WITH THE OPPORTUNITY TO SPEND SIX WEEKS WORKING IN THE OFFICES OF ELECTED OFFICIALS & OTHER KEY POLITICAL LEADERS. IT IS A PAID INTERNSHIP PROGRAM THAT HELPS YOUTH GAIN REAL-WORLD PUBLIC SECTOR WORK EXPERIENCES THAT ARE OFTEN OTHERWISE INACCESSIBLE AND BRINGS YOUTH VOICE DIRECTLY INTO LOCAL GOVERNMENT OFFICES. 510574 42924 48751 4121392 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 55 0 159 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X VERNEE GREEN 3128636340 200 S MICHIGAN SUITE 1000 CHICAGO IL 60604 VERNEE GREEN CHIEF EXECUTIVE OFFICER 50.00 X 213680 0 7116 LINDA PLATT CHIEF ADVANCEMENT OFFICER - TERM 50.00 X 164240 0 23757 ROBYN LINGO CHIEF OF STRATEGY AND IMPACT 50.00 X 151745 0 5651 JILL BASS CHIEF EDUCATION OFFICER 50.00 X 133396 0 4986 R TOLTEKA CUAUHTIN SENIOR DIRECTOR OF PARTNER SITES 50.00 X 105927 0 8718 CARLA RUBALCAVA MANAGING DIR OF ILLINOIS PROGRAMS 50.00 X 104913 0 11630 MARK ROSENBERG BOARD CHAIR 2.00 X X 0 0 0 FARISSA KNOX VICE CHAIR 2.00 X X 0 0 0 RANDY KINDER SECRETARY 2.00 X X 0 0 0 PETER BARBER TREASURER 2.00 X X 0 0 0 KEN ADAMS BOARD MEMBER 2.00 X 0 0 0 STEFANIE CRUZ BOARD MEMBER 2.00 X 0 0 0 RACHAL GRAHAM BOARD MEMBER 2.00 X 0 0 0 DARIA HALL BOARD MEMBER 2.00 X 0 0 0 JOEL KANTER BOARD MEMBER 2.00 X 0 0 0 KENANN MCKENZIE-DEFRANZA BOARD MEMBER 2.00 X 0 0 0 RICHARD MEYER BOARD MEMBER 2.00 X 0 0 0 LAURA MILLER BOARD MEMBER 2.00 X 0 0 0 JON QUINN BOARD MEMBER 2.00 X 0 0 0 SONARI RHODES GLINTON BOARD MEMBER 2.00 X 0 0 0 MILES SANDLER BOARD MEMBER 2.00 X 0 0 0 SAUL SARABIA BOARD MEMBER 2.00 X 0 0 0 JACKIE SCHIFF BOARD MEMBER 2.00 X 0 0 0 AMY SINGH BOARD MEMBER 2.00 X 0 0 0 MARCUS SMITH BOARD MEMBER 2.00 X 0 0 0 CYNTHIA WONG BOARD MEMBER 2.00 X 0 0 0 873901 0 61858 8 0 1 0 PSQUARED CONSULTANTS LLC 3202 KEMPWOOD DRIVE SUGAR LAND TX 77479 ACCOUNTING SERVICES AND CONSULTING 324684 1 232889 951199 3471199 4655287 CONTRACT SERVICES 541610 1416482 1416482 1416482 119853 119853 9000 232889 19822 -10822 -10822 MISCELLANEOUS REVENUE 900099 4955 4955 4955 6185755 1416482 0 113986 X 367846 367846 222106 150208 41274 30624 2737102 1851070 508636 377396 47801 32327 8883 6591 396845 268381 73746 54718 244047 165046 45351 33650 1344345 399215 725320 219810 48209 36415 6812 4982 164760 113734 30975 20051 292980 206333 49741 36906 263178 242518 11827 8833 281662 265818 9089 6755 10604 7468 1800 1336 45712 45712 DUES AND SUBSCRIPTIONS 11716 8458 1870 1388 MISC. & OTHER 9307 6555 1579 1173 6488220 4121392 1562615 804213 3168358 2210575 1481976 1962901 454132 796038 201063 236081 29060 28234 20495 826 1323088 1367531 157285 52994 6806397 6626946 408973 496976 45521 60878 176525 59897 631019 617751 X 4327944 3583827 1847434 2425368 6175378 6009195 6806397 6626946 -302465 -3139 139421 0 X X 0 1 X 1 0 X 4089994 5246963 4140453 5231117 4655287 23363814 4089994 5246963 4140453 5231117 4655287 23363814 3983557 19380257 34362 28476 25057 68140 119853 275888 27996 3000 4955 35951 23675653 5882196 0.81860 0.84650 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2019 AMOUNT: $ 27,996. 2022 AMOUNT: $ 3,000. 2023 AMOUNT: $ 4,955. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1364597 44184 14753 1394028 1546764 -7258 174909 1364597 1684314 -137550 1546764 1680858 5109 -1653 1684314 1556902 5000 118956 1680858 1.00000 0 0 11560 10734 826 17500 17500 0 826 OPERATING LEASE LIABILITY 59897 59897 X 6182616 -3139 -3139 6185755 0 6185755 6488220 0 6488220 0 6488220 PART V, LINE 4: AS OF JUNE 30, 2024, THE FOUNDATION HAS TWO ENDOWMENT FUNDS, A GENERAL ENDOWMENT FUND AND THE AB AND ZOE LEGACY FUND. THE GENERAL ENDOWMENT FUND IS DESIGNATED BY THE BOARD OF DIRECTORS TO SUPPORT THE MISSION OF THE FOUNDATION INCLUDING PROGRAMS IN WASHINGTON, D.C. THE AB AND ZOE LEGACY FUND IS AN ENDOWMENT FUND DESIGNATED BY THE BOARD OF DIRECTORS TO SUPPORT ELECTIONS PROGRAMMING IN ANY CHAPTER OR PARTNER SITE. SINCE THE AMOUNTS IN THE ENDOWMENT FUNDS RESULTED FROM AN INTERNAL DESIGNATION AND ARE NOT DONOR-RESTRICTED, THE BOARD-DESIGNATED ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED AS NET ASSETS WITHOUT DONOR RESTRICTIONS. THE FOUNDATION HAS A SPENDING POLICY THAT ALL OR A PORTION OF THE INCOME AND/OR CAPITAL APPRECIATION FROM THE GENERAL ENDOWMENT FUND WILL BE USED TO SUPPORT THE PROGRAMS AND OPERATING EXPENSES OF THE FOUNDATION. THIS IS CONSISTENT WITH THE FOUNDATION'S OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS AS WELL AS TO PROVIDE ADDITIONAL REAL GROWTH THROUGH INVESTMENT RETURN. PART X, LINE 2: THE FOUNDATION IS A TAX-EXEMPT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. IN ADDITION, THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE FOUNDATION IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECION 509(A) OF THE CODE. MANAGEMENT HAS DETERMINED THAT THE FOUNDATION WAS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2024. NATIONAL LABOR EVENT 241889 232889 9000 15174 4648 241889 232889 9000 15174 4648 19822 -10822 1 GRANTS TO INDIVIDUALS 352 355367 GRANTS TO TEACHERS 56 11004 MINI GRANTS 4 1475 PART I, LINE 2: MINI-GRANTS ARE A PROCESS WHERE SCHOOLS SUBMIT A PROJECT AND BUDGET FOR APPROVAL BY OUR YOUTH PHILANTHROPY STUDENTS AND STAFF. EACH PROJECT IS EVALUATED BY STUDENTS AND BUDGETS ARE REVIEWED FOR EACH PROJECT. THE MINI-GRANTS ARE APPROVED BY A COMMITTEE AND AN AWARD LETTER IS SENT FOR SIGNATURE. IF THE PROJECT IS APPROVED AN AWARD LETTER IS SENT STIPULATING THE AWARD AMOUNT AND MIKVA CHALLENGE CAN VERIFY AT ANY TIME. MANY OF THE PROJECTS CULMINATE AT OUR CIVICS SHOWCASE, HOWEVER THERE ARE OTHERS THAT ARE SCHOOL-BASED AND CONTINUE INTO THE SCHOOL YEAR. FUNDS ARE DISTRIBUTED FOR THE AWARDS AND RECEIPTS MUST BE KEPT BY THE GRANTEE. PROJECTS CONTAIN A BUDGET. TEACHER GRANTS ARE GIVEN BASED ON PARTICIPATION IN OUR ELECTIONS, CIVICS SHOWCASE AND/OR OUR SOAPBOX. AGREEMENTS ARE SIGNED BY THE TEACHER WITH DELIVERABLES AND SIGNED OFF BY PRINCIPALS. EACH TEACHER RECEIVES THEIR TEACHER GRANT AT THE END OF EACH PROGRAM CYCLE. STAFF WORK WITH INDIVIDUAL TEACHERS ON THE COMPONENTS OUTLINED IN THE AGREEMENT TO ENSURE THE DELIVERABLES ARE MET. STUDENT STIPENDS ARE PAID TO STUDENTS DURING THE SCHOOL YEAR FOR THEIR PARTICIPATION ON OUR YOUTH COUNCILS AND DECISION MAKER MEETINGS. THE STIPEND AMOUNT IS BASED ON ATTENDANCE AND PARTICIPATION. IT CAN BE PRORATED BASED ON THESE VALUES. X X 0 0 0 0 0 0 0 0 0 VERNEE GREEN CHIEF EXECUTIVE OFFICER 213680 0 0 0 0 0 6181 0 935 0 220796 0 0 0 LINDA PLATT CHIEF ADVANCEMENT OFFICER - TERM 164240 0 0 0 0 0 4352 0 19405 0 187997 0 0 0 ROBYN LINGO CHIEF OF STRATEGY AND IMPACT 151745 0 0 0 0 0 4614 0 1037 0 157396 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE CEO, AND THE MANAGING DIRECTOR OF PEOPLE AND OPERATIONS. THEN COPIES OF THE FORM 990 ARE SENT OUT TO THE EXECUTIVE COMMITTEE AND THE FINANCE COMMITTEE CHAIR, AND THEN TO THE ENTIRE BOARD. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS SIGN A CONFLICT OF INTEREST FORM WHEN THEY JOIN THE BOARD. ANNUALLY, MIKVA CHALLENGE REVIEWS INFORMATION TO DETERMINE IF ANY CONFLICT EXISTS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD MEETS TO DISCUSS AND DELIBERATE THE PERFORMANCE REVIEWS FOR THE CEO. THE EXECUTIVE COMMITTEE EVALUATES FISCAL PERFORMANCE AS WELL AS OTHER FACTORS. THE EXECUTIVE COMMITTEE MAKES A SALARY RECOMMENDATION BASED ON PERFORMANCE AND IN LINE WITH THE MARKET FOR AN ORGANIZATION OF SIMILAR SIZE. THE BOARD OF DIRECTORS APPROVE ANY INCREASES. 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. FORM 990, PART IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 399,215. MANAGEMENT AND GENERAL EXPENSES 725,320. FUNDRAISING EXPENSES 219,810. TOTAL EXPENSES 1,344,345. FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: SINCE ITS INCEPTION IN 1998, MIKVA CHALLENGE CONTINUES TO DEEPEN AND EXPAND ITS NATIONWIDE IMPACT - BOTH THROUGH ITS PARTNERSHIPS WITH SCHOOL DISTRICTS ACROSS THE COUNTRY AND ITS SIGNATURE YOUTH COUNCIL AND FELLOWSHIP WORK IN CHICAGO AND WASHINGTON DC. IT ENGAGES YOUNG PEOPLE IN PARTICULAR, YOUNG PEOPLE FROM HISTORICALLY MARGINALIZED COMMUNITIES IN PROGRAMMING THAT DEVELOPS A NEW GENERATION OF ACTIVE, EMPATHETIC CIVIC LEADERS. MIKVA'S YOUTH COUNCILS WORK ON ISSUES SUCH AS EDUCATION, SAFETY AND JUVENILE JUSTICE AND PROPOSE POLICY RECOMMENDATIONS TO KEY DECISION MAKERS IN CHICAGO AND WASHINGTON DC. ITS ELECTIONS PROGRAMS INTRODUCE STUDENTS TO THE ELECTION PROCESS AND PROVIDE OVER 1,500 YOUTH WITH THE OPPORTUNITY TO ACT AS POLLWORKS EACH ELECTION CYCLE. ITS SUMMER FELLOWS PROGRAM PROVIDES OVER 60 YOUNG PEOPLE IN CHICAGO AND WASHINGTON DC WITH PAID INTERNSHIPS IN CITY, COUNTY, STATE AND FEDERAL ELECTED OFFICIALS AND OTHER GOVERNMENT OFFICES. THROUGH ITS PARTNERSHIPS WITH TEACHERS AND SCHOOL DISTRICTS IN 14 SITES, MIKVA CHALLENGE ELEVATES YOUTH VOICES ACROSS THE COUNTRY, WITH THOUSANDS OF STUDENTS PARTICIPATING IN PROJECT SOAPBOX - A PUBLIC SPEAKING CURRICULUM AND EVENT THAT INVITES YOUNG PEOPLE TO NAME WHAT ISSUE IS MOST IMPORTANT TO THEIR SCHOOL OR COMMUNITY AND OUTLINE TO DECISION MAKERS WHAT SHOULD BE DONE ABOUT IT. ITS PROGRAMS CULTIVATE CONNECTIONS AND A SENSE OF COMMUNITY BETWEEN YOUTH AND ADULT LEADERS AND SUPPORT YOUTH AS THEY ARTICULATE SOLUTIONS AND TAKE ACTION TO ADDRESS THE ISSUES IMPACTING THEM. ITS TRAININGS PROVIDE EDUCATORS WITH PROFESSIONAL DEVELOPMENT OPPORTUNITIES THAT CULTIVATE A RENEWED SENSE OF PURPOSE AND NETWORK OF SUPPORT. AFTER PARTICIPATING IN A MIKVA PROGRAM: 95.6% OF STUDENTS REPORT WANTING TO TRY HARDER IN SCHOOL AND 93.6% OF STUDENTS FEEL MORE CONFIDENT INTERACTING WITH PEOPLE OF DIFFERENT AGES, POLITICAL BACKGROUNDS, AND/OR BELIEFS. OVER 96% OF TEACHERS REPORT HAVING MORE POSITIVE RELATIONSHIPS WITH THEIR STUDENTS AS A RESULT OF PROJECT SOAPBOX. WITH OVER 90% OF EDUCATORS REPORTING BURNOUT AND STRUGGLING WITH THE LINGERING EFFECTS OF THE PANDEMIC, THE RESTORATIVE VALUE OF RELATIONSHIPS CANNOT BE OVERSTATED. 95.2% OF TEACHERS REPORTED THEY WERE MORE ENERGIZED AND INSPIRED ABOUT THEIR WORK.