2022-10-31T08:39:26-05:00 2021-12-31 221430039 SOBEL & CO LLC CPA'S 293 EISENHOWER PARKWAY LIVINGSTON NJ 070391711 990 2021-01-01 912162645 TAPFOUND INC TAPF 2122577660 40 WORTH STREET 601 NEW YORK NY 10013 LINDSAY GRUBER CEO 5102859200 2022-10-31 1 LINDSAY GRUBER 999009999 BRIDGET HARTNETT P01429163 9739949494 2022-10-31 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z TAPROOT FOUNDATION LINDSAY FIRESTONE GRUBER 40 WORTH STREET 601 NEW YORK NY 10013 7053619 0 X WWW.TAPROOTFOUNDATION.ORG X 2002 CA DRIVE SOCIAL CHANGE BY LEADING, MOBILIZING, AND ENGAGING PROFESSIONALS IN PRO BONO SERVICES. 11 11 60 0 0 0 457453 1534114 3889272 5515891 5 4 0 3610 4346730 7053619 0 0 0 0 3062535 3887306 0 28020 371672 818910 1083824 3881445 4999150 465285 2054469 3205538 4933878 2463948 2137819 741590 2796059 X TAPFOUND, INC., D/B/A TAPROOT FOUNDATION, ("TAPROOT OR ORGANIZATION") IS A NATIONAL NONPROFIT ORGANIZATION THAT CONNECTS NONPROFITS AND SOCIAL CHANGE ORGANIZATIONS WITH PASSIONATE, SKILLED VOLUNTEERS WHO SHARE THEIR EXPERTISE PRO BONO. TAPROOT IS CREATING A WORLD WHERE ORGANIZATIONS DEDICATED TO SOCIAL CHANGE HAVE FULL ACCESS TO THE MARKETING, STRATEGY, HR, AND IT RESOURCES THEY NEED TO BE MOST EFFECTIVE. TAPROOT ESTIMATES THAT, SINCE 2001, IT HAS FACILITATED OVER 1.9 MILLION HOURS OF SKILLED VOLUNTEER SERVICE TO MORE THAN 10,000 SOCIAL CHANGE ORGANIZATIONS, WORTH OVER $280 MILLION IN VALUE. TAPROOT ALSO PARTNERED TO CO-FOUND A NETWORK OF GLOBAL PRO BONO PROVIDERS IN OVER 30 COUNTRIES AROUND THE WORLD. 0 0 2728021 5086609 CORPORATE ADVISORY SERVICES ADVISES AND WORKS WITH COMPANIES IN DEVELOPING AND RUNNING HIGH-IMPACT PRO BONO PROGRAMS THAT CONNECT THEIR EMPLOYEE TALENT TO THE NEEDS OF SOCIAL GOOD ORGANIZATIONS. 174129 SPEED CONSULTING AND PRO BONO MARATHONS ARE DONE-IN-A-DAY EVENTS WHERE NONPROFIT PARTICIPANTS ARE PAIRED WITH PRO BONO CONSULTANTS FOR THE PURPOSE OF CONSULTATIONS OR TO TACKLE A SCOPED PROJECT. SPEED CONSULTING CONNECTS NONPROFITS WITH PRO BONO CONSULTANTS FOR A HALF-DAY, ROUND-ROBIN WORKSHOP TO GAIN INSIGHTS AND SUPPORT ON A FEW KEY CHALLENGES ACROSS MULTIPLE AREAS. PRO BONO MARATHONS MATCH NONPROFITS WITH TEAMS OF 2 - 4 PRO BONO CONSULTANTS TO ADDRESS A CRITICAL, SCOPED CHALLENGE FROM ASSESSMENT TO DELIVERABLE - IN ONE DAY. 1000651 429282 TAPROOT PLUS IS AN OPEN-ACCESS, ONLINE PLATFORM WHICH ENABLES NONPROFITS (AS WELL AS SMALL BUSINESSES) TO CONNECT DIRECTLY WITH SKILLED PROFESSIONALS ANYTIME AND ANYWHERE THROUGH VIRTUAL PRO BONO OPPORTUNITIES. OUR TECHNOLOGY PLATFORM INSTANTLY PROVIDES GREATER ACCESSIBILITY AND REACH OF THESE IMPORTANT RESOURCES, CONNECTING USERS WITH 1-2 PRO BONO CONSULTANTS FOR THE PURPOSE OF ONE-HOUR VIRTUAL CONSULTATIONS SESSIONS OR TACKLING SMALL-SCALE PROJECTS. TAPROOT PLUS IS FREE FOR ALL USERS NONPROFITS, AND VOLUNTEERS - AND OFFERS THESE CRITICAL ORGANIZATIONS IN THE US AND MANY PLACES AROUND THE WORLD ON-DEMAND ACCESS TO VIRTUAL PRO BONO SUPPORT. WITH THE ONSET OF THE COVID-19 PANDEMIC IN 2020, TAPROOT PLUS FURTHER EXPANDED ITS REACH, OFFERING SUPPORT TO SMALL BUSINESSES. 6467 TAPROOT IS THE CONVENER OF THE U.S. PRO BONO SUMMIT AN ANNUAL EVENT THAT BRINGS TOGETHER STAKEHOLDERS FROM ACROSS SECTORS TO ADVANCE THE PRO BONO SERVICE MOVEMENT WITH THE SHARED VISION THAT GREATER GOOD CAN BE ACHIEVED WHEN SOCIAL GOOD ORGANIZATIONS WITH PROMISING SOLUTIONS CAN ACCESS TO THE ORGANIZATIONAL RESOURCES THEY NEED TO TACKLE SOCIETY'S GREATEST CHALLENGES. 6467 3909268 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 11 0 1 60 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL CA CO CT FL GA IL MD MI MN NJ NY NC ND OH PA RI SC TN VA X X THE ORGANIZATION 2122577660 40 WORTH STREET 601 NEW YORK NY 10013 X KELLIE KRUG CO-CHAIR (THROUGH 11/21) 3.00 X X 21974 0 288 PAT LANGER CO-CHAIR 3.00 X X 0 0 0 BRAD FINKELSTEIN EMERTIUS/SECRETARY 3.00 X X 0 0 0 ANJANETTE BROWN TREASURER 3.00 X X 0 0 0 PEGGY DUVETTE DIRECTOR 3.00 X 0 0 0 MATT HOLFORD DIRECTOR 3.00 X 0 0 0 SPRING LACY DIRECTOR 3.00 X 0 0 0 JASON MADHOSINGH DIRECTOR 3.00 X 0 0 0 ELAINE MASON DIRECTOR 3.00 X 0 0 0 SARAH MERON DIRECTOR 3.00 X 0 0 0 SUSAN SOLANO VILA DIRECTOR 3.00 X 0 0 0 REBECCA WANG DIRECTOR 3.00 X 0 0 0 LINDSAY FIRESTONE GRUBER PRESIDENT & CEO 40.00 X 166290 0 49538 JESSICA ADLER FINANCE DIRECTOR 40.00 X 125943 0 16965 SUZANNA VALDEZ WOLFE CHIEF IMPACT OFFICER 40.00 X 135312 0 31195 KRISTIN TETI-ZILINSKAS COO & VP, PROGRAM OPERATIONS 40.00 X 116550 0 18687 JOSHUA ANDERSON DIRECTOR OF PRODUCT 40.00 X 101501 0 10901 RACHEL RICCIO SENIOR CONSULTANT 40.00 X 101182 0 14768 768752 0 142342 6 0 1 0 ANDELA INC 576 FIFTH AVE SUITE 903 NEW YORK NY 10036 CONTRACT PROGRAMMERS 186927 ORR GROUP 3000 K STREET NW WASHINGTON DC 20007 HR CONSULTANTS 124000 2 550255 983859 1534114 FEES FOR SERVICES 541610 5086609 5086609 MEMBERSHIP DUES 519100 429282 429282 5515891 4 4 MISCELLANEOUS INCOME 900099 3610 3610 3610 7053619 5515891 0 3614 X 347019 128310 129809 88900 2949517 2609536 150586 189395 60776 53473 3319 3984 242144 209338 13026 19780 287850 239712 24044 24094 2485 2485 28020 28020 569186 287947 280679 560 88001 39842 48159 48408 35116 8012 5280 114602 96902 11184 6516 199738 166090 33648 55 55 40 40 5170 5170 17734 14720 1773 1241 OTHER EXPENSES 38405 23072 11431 3902 4999150 3909268 718210 371672 2568233 4187892 38456 38460 190000 211000 333331 325930 36970 51326 90979 90979 5170 0 81950 33378 37320 3205538 4933878 208684 302470 1668993 1801814 586271 33535 2463948 2137819 X 486922 2254141 254668 541918 741590 2796059 3205538 4933878 2054469 0 X X 0 1 X 1 0 X 1944885 975011 1216740 457453 1534114 6128203 1944885 975011 1216740 457453 1534114 6128203 1264849 4863354 5 4 9 8431 2732 235 3610 15008 6143220 15887300 0.79170 0.71660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 65459 65459 0 25520 25520 0 0 DEFERRED RENT 33535 33535 X 12272402 5218783 5218783 7053619 0 7053619 10217933 5218783 5218783 4999150 0 4999150 PART X, LINE 2: THE ORGANIZATION IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND COMPARABLE STATE LAW. THE ORGANIZATION FOLLOWS STANDARDS THAT PROVIDE CLARIFICATION ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN THE ORGANIZATION'S FINANCIAL STATEMENTS. THE GUIDANCE PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, AND ALSO PROVIDES GUIDANCE ON DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE AND TRANSITION. THE ORGANIZATION'S POLICY IS TO RECOGNIZE INTEREST AND PENALTIES ON UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSE. NO INTEREST AND PENALTIES WERE RECORDED DURING THE YEARS ENDED DECEMBER 31, 2021 AND 2020. AT DECEMBER 31, 2021 AND 2020, THERE WERE NO SIGNIFICANT INCOME TAX UNCERTAINTIES. X X 0 GALIA PENNEKAMP 7441 SW 56 CT MIAMI FL 33143 FUNDRAISING STRATEGY AND ADVISEMENT 0 0 15120 -15120 CAMPBELL & COMPANY ONE EAST WACKER DR SUITE 2100 CHICAGO IL 60601 PROSPECT RESEARCH AND STRATEGY 0 0 12250 -12250 27370 -27370 AL CA CO CT FL GA IL MD MI MN NJ NY NC ND OH PA RI SC TN VA X X 0 0 0 0 0 0 0 0 0 LINDSAY FIRESTONE GRUBER PRESIDENT & CEO 154290 0 12000 0 0 0 2000 0 47538 0 215828 0 0 0 SUZANNA VALDEZ WOLFE CHIEF IMPACT OFFICER 135312 0 0 0 0 0 2000 0 29195 0 166507 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE TAPROOT BOARD OF DIRECTORS ALL RECEIVE A COPY OF FORM 990 FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS AND EMPLOYEES ARE COMMITTED TO MAKING A PROMPT, FULL AND FRANK DISCLOSURE OF HIS OR HER INTEREST TO THE TAPROOT FOUNDATION REGARDING ANY RELATIONSHIP OR COMMITMENT THAT COULD AFFECT THE IMPARTIAL FULFILLMENT OF THEIR ROLES IN THE AFFAIRS OF THE TAPROOT FOUNDATION. ANTECEDENT AFFILIATIONS AND INDIRECT ASSOCIATIONS ALSO WARRANT DISCLOSURE. SUCH DISCLOSURE SHALL INCLUDE ALL RELEVANT AND MATERIAL FACTS KNOWN TO SUCH PERSON ABOUT THE CONTRACT OR TRANSACTION THAT MIGHT REASONABLY BE CONSTRUED TO BE ADVERSE TO THE TAPROOT FOUNDATION'S INTEREST. THE BODY TO WHICH SUCH DISCLOSURE IS MADE SHALL THEREUPON, BY MAJORITY VOTE, WHETHER THE DISCLOSURE SHOWS THAT A CONFLICT OF INTEREST EXISTS OR CAN REASONABLY BE CONSTRUED TO EXIST. IF A CONFLICT IS DEEMED TO EXIST, SUCH PERSON SHOULD ABSTAIN FROM DECISION-MAKING ACTIONS, INCLUDING NOT VOTING ON, NOR USING PERSONAL INFLUENCE ON, NOR BEING PRESENT DURING THE DISCUSSION OR DELIBERATIONS WITH RESPECT TO, SUCH CONTRACT OR TRANSACTION OTHER THAN TO PRESENT FACTUAL INFORMATION OR TO RESPOND TO QUESTIONS PRIOR TO DISCUSSION. IF SUCH AN INSTANCE OCCURS AT A BOARD MEETING, THE MINUTES OF THE MEETING SHALL REFLECT THE DISCLOSURE MADE, THE VOTE THEREON AND, WHERE APPLICABLE, THE ABSTENTION FROM VOTING AND PARTICIPATION. FORM 990, PART VI, SECTION B, LINE 15 WE HAVE OFFICIAL YEARLY REVIEWS WHICH FOCUS ON PERFORMANCE AND INCLUDE EXTERNALLY AND INTERNALLY BENCHMARKING THE SALARY FOR THE POSITION. WE USE AVAILABLE NON PROFIT ORGANIZATION FOCUSED COMPENSATION REVIEWS AVAILABLE IN NY AND SF OR SALARY.COM AS WELL AS REVIEW OF INFORMATION ON IDEALIST.ORG TO COMPARE THE SALARY WE ARE CONSIDERING. HR PRODUCES THE BENCHMARKING INFORMATION. THE CEO IS IN CHARGE OF APPROVING, INDIRECTLY VIA THE BUDGET IF NOT A DIRECT REPORT, ALL SALARIES. WE DO THIS REVIEW FOR ALL POSITIONS EVERY YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE ON ITS WEBSITE. FORM 990, PART IX, LINE 11G CONTRACTORS: PROGRAM SERVICE EXPENSES 287,947. MANAGEMENT AND GENERAL EXPENSES 90,575. FUNDRAISING EXPENSES 560. TOTAL EXPENSES 379,082. HR FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 190,104. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 190,104. FORM 990, PART XII, LINE 2C: THE OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PART VII, COMPENSATION OF OFFICERS: IN JUNE 2021, THE TAPROOT BOARD REVIEWED AND APPROVED THE ENGAGEMENT OF BOARD CO-CHAIR KELLIE KRUG AS A SHORT-TERM INDEPENDENT CONTRACTOR TO FILL THE OPEN MARKETING DIRECTOR POSITION WHILE THE ORGANIZATION SOUGHT A PERMANENT REPLACEMENT. IN NOVEMBER 2021, KELLIE RESIGNED FROM THE BOARD IN ORDER TO ACCEPT THE POSITION AS A FULL-TIME SALARIED EMPLOYEE.