2024-11-15T04:42:45-06:00 2023-12-31 042943536 TONNESON & COMPANY PC 401 EDGEWATER PLACE SUITE 300 WAKEFIELD MA 018806208 990 2023-01-01 830963735 THE COLERIDGE INITIATIVE INC COLE 9293793239 1740 BROADWAY 15TH FLOOR NEW YORK NY 10019 BRIAN NEE CHIEF FINANCIAL OFFICER 9293793239 2024-11-14 1 0 JODY K BOOTH P00963825 7812459999 2024-11-14 2023 2024-10-15 13:58:12Z AHU YILDIRMAZ 1740 BROADWAY 15TH FLOOR NY NY 10019 10060779 0 X HTTPS://COLERIDGEINITIATIVE.ORG/ X 2018 DE EDUCATING GOVERNMENT OFFICIALS, RESEARCHERS, AND PUBLIC CITIZENS TO USE DATA FOR SOCIAL GOOD, PROVIDING SERVICES AND ALLEVIATING GOVERMENTAL BURDENS BY STORING, LINKING, AND ANALYZING SENSITIVE DATA, AND FURTHERING OF SCIENCE THROUGH PUBLICALLY AVAILABLE RESEARCH. 9 9 33 0 0 0 2742092 7185459 2897964 2860419 0 0 20113 14901 5660169 10060779 0 0 0 0 4476030 4761408 0 0 0 4171080 4972394 8647110 9733802 -2986941 326977 5983067 7742571 2722091 4154618 3260976 3587953 EDUCATING GOVERNMENT OFFICIALS, RESEARCHERS, AND PUBLIC CITIZENS TO USE DATA FOR SOCIAL GOOD, PROVIDING SERVICES AND ALLEVIATING GOVERNMENTAL BURDENS BY STORING, LINKING, AND ANALYZING SENSITIVE DATA, AND FURTHERING OF SCIENCE THROUGH PUBLICLY AVAILABLE RESEARCH. 0 0 2665487 991673 THE ADMINISTRATIVE DATA RESEARCH FACILITY (ADRF) IS A FEDERALLY CERTIFIED SECURE DATA FACILITY WHERE COLERDIGE HOSTS ADMINISTRATIVE DATA SETS FROM STATE AND FEDERAL AGENCIES. WORKING INSDIE THE ADRF, AGENCY STAFF CAN COMBINE DATA SETS TO ANSWER CRITICAL QUESTIONS, WHILE GUARANTEEING CONFIDENTIALITY AND PRIVACY. 2739434 GENERAL PROGRAM - THE COLERIDGE INITIATIVE IS A NOT-FOR-PROFIT ORGANIZATION, ORIGINALLY ESTABLISHED AT NEW YORK UNIVERSITY, THAT IS WORKING WITH GOVERNMENTS TO ENSURE THAT DATA IS MORE EFFECTIVELY USED FOR PUBLIC DECISION-MAKING. WE ACHIEVE THIS GOAL BY WORKING WITH GOVERNMENT AGENCIES TO CREATE VALUE FOR THE TAX PAYER FROM THE CAREFUL USE OF DATA, BY BUILDING NEW TECHNOLOGIES TO ENABLE SECURE ACCESS TO AND SHARING OF CONFIDENTIAL MICRODATA, AND BY TRAINING AGENCY STAFF TO ACQUIRE MODERN DATA SKILLS. 1647253 1868746 RESEARCH & TRAINING - COLERIDGE WORKS WITH ANALYSTS FROM STATE AND FEDERAL AGENCIES TO ANSWER CRITICAL QUESTIONS USING ADMINSTRATIVE DATA, IN ORDER TO MAKE EVIDENCE-BASED POLICY DECISIONS. WE ACHEIVE THIS BY STORING, LINKING, AND ANALYZING SENSITIVE DATA, AS WELL AS TRAINING AGENCY STAFF TO ACQUIRE MODERN DATA SKILLS. 7052174 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 1 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 12 0 1 33 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 DE X X X BRIAN NEE 9293793239 1740 BROADWAY 15TH FLOOR NEW YORK NY 10019 ZAHIDE YILDIRMAZ PRESIDENT AND CHEIF EXECUT 50.00 X X 426039 0 46864 FRAUKE KREUTER BOARD MEMBER 1.00 X 0 0 0 RAYID GHANI BOARD MEMBER 1.00 X 0 0 0 MIKE HOLLAND TREASURER 1.00 X X 0 0 0 ROBERT GEORGE SECRETARY 1.00 X X 0 0 0 DAVID RAMSAY BOARD MEMBER 1.00 X 0 0 0 EVAN ABSHER BOARD MEMBER 1.00 X 0 0 0 MARK ZANDI BOARD MEMBER 1.00 X 0 0 0 JEFFREY THOMSON BOARD MEMBER 1.00 X 0 0 0 BRIAN NEE CHIEF FINANCIAL OFFICER 50.00 X 257071 0 42252 NATHAN BARRETT VP OF PROGRAMS AND DEVELOP 50.00 X 276845 0 38595 BRIJESH SINGH DIRECTOR OF TECHNOLOGY INN 50.00 X 236624 0 405 JESSICA CUNNINGHAM VP OF STATE PROGRAMS 50.00 X 178750 0 5735 DIDIER LEGROS SENIOR SOFTWARE ENGINEER 50.00 X 198101 0 33628 JOHNATHAN MILLS DIRECTOR OF DATA ENCLAVE P 50.00 X 159390 0 22785 KATE LEE-MCCARTHY DIRECTOR OF FINANCE AND STRATEGIC PLANNING 50.00 X 154650 0 3065 JOHN BAPTISTA SYSTEMS ENGINEER 50.00 X 150750 0 30173 MAHESH SAHORE FORMER CHIEF TECHNOLOGY OFFICER 50.00 X 294518 0 18563 2332738 0 242065 17 1 1 0 AMAZON WEB SERVICES PO BOX 84023 SEATTLE WA 98124 CLOUD IT SERVICES 1018097 NEW YORK UNIVERSITY PO BOX 5166 NEW YORK NY 10087 SUBCONTRACTOR 499677 RUTGERS THE STATE UNIVERSITY OF NEW JER 33 KNIGHTSBRIDGE ROAD PISCATAWAY NJ 08854 SUBCONTRACTOR 284334 ELSEVIER INC 313 WASHINGTON STREET STE 400 NEWTON MA 02458 SUBCONTRACTOR 150000 INFORMATICA PO BOX 741089 LOS ANGELES CA 90074 DATA INTEGRATION 142922 5 7185459 7185459 ADRF 541700 1546257 1546257 RESEARCH 541700 1114023 1114023 APPLIED DATA ANALYTICS TRAINING 541700 200139 200139 2860419 MISC. REVENUE 900099 14901 14901 14901 10060779 2860419 0 14901 X 1637776 937227 700549 2586493 1517862 1068631 56649 56649 214577 165765 48812 265913 189878 76035 53656 53656 80793 80793 2240035 2199624 40411 7759 2861 4898 76223 16397 59826 1652628 1507422 145206 3705 3705 181721 34907 146814 100670 94488 6182 162586 162586 77684 77684 BAD DEBT 223157 223157 RECRUITING EXPENSE 111777 111777 9733802 7052174 2681628 0 2979165 5094811 2409712 1728244 167525 243812 426665 675704 5983067 7742571 2031588 2637098 690503 1517520 2722091 4154618 X -1268666 -3292400 4529642 6880353 3260976 3587953 5983067 7742571 326977 0 X X 0 1 X 1 0 X 250000 5970410 10000827 2742092 7185459 26148788 23469 113490 132107 2897964 2860419 6027449 273469 6083900 10132934 5640056 10045878 32176237 0 0 0 32176237 945 1244 2189 945 1244 2189 274414 6085144 10132934 5640056 10045878 32178426 0.99990 1.00000 0.00010 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 COMPUTER SOFTWARE 675704 675704 X 10060779 0 10060779 0 10060779 9733802 0 9733802 0 9733802 PART X, LINE 2: IN DETERMINING THE RECOGNITION OF UNCERTAIN TAX POSITIONS, THE ORGANIZATION APPLIES THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD AND DETERMINES THE MEASUREMENT OF UNCERTAIN TAX POSITIONS CONSIDERING THE AMOUNTS AND PROBABILITIES OF THE OUTCOMES THAT COULD BE REALIZED UPON ULTIMATE SETTLEMENT WITH TAXING AUTHORITIES. AS OF DECEMBER 31, 2023, THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS GENERALLY SUBJECT TO POTENTIAL EXAMINATION BY TAXING JURISDICTIONS FOR THE PRIOR THREE YEARS. 1 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 PROGRAM SERVICES CONSULTING FIRM 428462 SOUTH AMERICA 0 0 PROGRAM SERVICES EXTERNAL CONTRACTOR - DATA ENCLAVE OPERATIONS 144721 0 0 0 0 0 0 573183 0 573183 0 0 0 0 0 0 PART I, LINE 3: ACCRUAL BASIS X 0 0 0 0 0 0 0 1 0 ZAHIDE YILDIRMAZ PRESIDENT AND CHEIF EXECUT 426039 0 0 0 0 0 11769 0 35095 0 472903 0 0 0 NATHAN BARRETT VP OF PROGRAMS AND DEVELOP 276845 0 0 0 0 0 8305 0 30290 0 315440 0 0 0 MAHESH SAHORE FORMER CHIEF TECHNOLOGY OFFICER 294518 0 0 0 0 0 8342 0 10221 0 313081 0 0 0 BRIAN NEE CHIEF FINANCIAL OFFICER 257071 0 0 0 0 0 7157 0 35095 0 299323 0 0 0 BRIJESH SINGH DIRECTOR OF TECHNOLOGY INN 236624 0 0 0 0 0 0 0 405 0 237029 0 0 0 DIDIER LEGROS SENIOR SOFTWARE ENGINEER 198101 0 0 0 0 0 0 0 33628 0 231729 0 0 0 JESSICA CUNNINGHAM VP OF STATE PROGRAMS 178750 0 0 0 0 0 5363 0 372 0 184485 0 0 0 JOHNATHAN MILLS DIRECTOR OF DATA ENCLAVE P 159390 0 0 0 0 0 4782 0 18003 0 182175 0 0 0 JOHN BAPTISTA SYSTEMS ENGINEER 150750 0 0 0 0 0 0 0 30173 0 180923 0 0 0 KATE LEE-MCCARTHY DIRECTOR OF FINANCE AND STRATEGIC PL 154650 0 0 0 0 0 2582 0 483 0 157715 0 0 0 PART I, LINE 3 COMPENSATION FOR THE CEO IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS ANNUALLY. THE ORGANIZATION BYLAWS ALSO PROVIDE THE BOARD THE DISCRETION TO REVIEW AND APPROVE COMPENSATION FOR OTHER MEMBERS OF THE EXECUTIVE MANAGEMENT TEAM. THE BOARD HAS EXERCISED THIS DISCRETION WHEN NEW MEMBERS OF THE EXECUTIVE MANAGEMENT TEAM ARE RECRUITED INTO THE ORGANIZATION. THEREAFTER, THE CEO HAS REVIEWED AND APPROVED COMPENSATION FOR INDIVIDUAL MEMBERS OF THE LEADERSHIP TEAM ANNUALLY PART I, LINE 7 INCENTIVE COMPENSATION IS NOT FIXED AND IS SUBJECT TO DISCRETION BASED ON ORGANIZATION AND INDIVIDUAL PERFORMANCE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED AND EMAILED TO BOARD MEMBERS PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C AS NECESSARY, DISCUSSED AT BOARD MEETINGS FORM 990, PART VI, SECTION B, LINE 15 THE STAFF CONDUCTED A COMPARISON OF SALARIES, AND THEN WROTE A REPORT THAT WAS SUBMITTED TO THE BOARD FOR REVIEW. SALARIES FOR OFFICERS WERE REVIEWED AND APPROVED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 18 COLERIDGE PUBLISHES ON WEBSITE AND PROVIDES AS REQUESTED FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE ON REQUEST. FINANCIALS WILL BE PUBLISHED IN ANNUAL REPORT AND PUT ON WEBSITE. FORM 990, PART IX, LINE 11G OTHER: PROGRAM SERVICE EXPENSES 2,199,624. MANAGEMENT AND GENERAL EXPENSES 40,411. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,240,035. FORM 990, PART XII, LINE 2C: NO CHANGE FROM THE PRIOR YEAR