2025-11-17T16:38:52-06:00 2024-12-31 331498605 PLANTE & MORAN PLLC 401 EDGEWATER PLACE SUITE 300 WAKEFIELD MA 018806208 990 2024-01-01 830963735 THE COLERIDGE INITIATIVE INC COLE 9293793239 20 F STREET NW 7TH FLOOR WASHINGTON DC 20001 BRIAN NEE CHIEF FINANCIAL OFFICER 9293793239 2025-11-17 1 1 X JODY K BOOTH P00963825 7812459999 2025-11-17 2024 2025-03-06 01:10:19Z X AHU YILDIRMAZ 20 F STREET NW 7TH FLOOR WASHINGTON DC 20001 8438574 0 X HTTPS://COLERIDGEINITIATIVE.ORG/ X 2018 DE WORK WITH GOVERNMENTS TO ENSURE DATA ARE MORE EFFECTIVELY USED FOR PUBLIC DECISION-MAKING 8 8 42 8 0 0 7185459 4468740 2860419 3875654 0 80780 14901 13400 10060779 8438574 0 0 0 0 4761408 5703257 0 0 0 4972394 4464508 9733802 10167765 326977 -1729191 7742571 5851909 4154618 3993147 3587953 1858762 WORKING WITH GOVERNMENTS TO ENSURE THAT DATA ARE MORE EFFECTIVELY USED FOR PUBLIC DECISION-MAKING BY PROVIDING A PLATFORM TO SECURELY LINK CONFIDENTIAL DATA WITHIN AND ACROSS STATES AND AGENCIES, AND BY PROVIDING DATA LITERACY TRAINING TO AGENCY STAFF. 0 0 2417870 1986890 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 INSIDE THE ADRF, AGENCY STAFF CAN LINK AND ANALYZE DATA SETS TO ANSWER CRITICAL QUESTIONS, WHILE GUARANTEEING CONFIDENTIALITY AND PRIVACY. 3281393 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. 1547373 1888764 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 ACHIEVE THIS BY STORING, LINKING, AND ANALYZING SENSITIVE DATA, AS WELL AS TRAINING AGENCY STAFF TO ACQUIRE MODERN DATA SKILLS. 7246636 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 26 0 1 42 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 DE X BRIAN NEE 9293793239 20 F STREET NW 7TH FLOOR WASHINGTON DC 20001 FRAUKE KREUTER BOARD MEMBER, DIRECTOR 1.00 X 0 0 0 RAYID GHANI BOARD MEMBER, DIRECTOR 1.00 X 0 0 0 MICHAEL HOLLAND CHAIR 1.00 X X 0 0 0 DAVID RAMSAY BOARD MEMBER, DIRECTOR 1.00 X 0 0 0 EVAN ABSHER SECRETARY 1.00 X X 0 0 0 MARK ZANDI TREASURER 1.00 X X 0 0 0 JEFFREY THOMSON BOARD MEMBER, DIRECTOR 1.00 X 0 0 0 NICOLE IFILL BOARD MEMBER, DIRECTOR 1.00 X 0 0 0 RICHARD FERGUSON CHIEF TECHNOLOGY OFFICER 50.00 X 270000 0 15685 BRIAN NEE CHIEF FINANCIAL OFFICER 50.00 X 278213 0 44579 NATHAN BARRETT VP OF PROGRAMS AND DEVELOP 50.00 X 290897 0 44009 BRIJESH SINGH DIRECTOR OF TECHNOLOGY INN 50.00 X 254833 0 431 ZAHIDE YILDIRMAZ PRESIDENT AND CHIEF EXECUT 50.00 X 447412 0 49336 DIDIER LEGROS SENIOR SOFTWARE ENGINEER 50.00 X 207022 0 30154 JOHNATHAN MILLS DIRECTOR OF DATA ENCLAVE P 50.00 X 179297 0 39596 KATE LEE-MCCARTHY DIRECTOR OF FINANCE AND ST 50.00 X 183456 0 6013 JESSICA CUNNINGHAM VP OF STATE PROGRAMS 50.00 X 217048 0 6942 COREY SPARKS SENIOR RESEARCH SCIENTIST 50.00 X 159551 0 11482 2487729 0 248227 24 0 1 0 AMAZON WEB SERVICES PO BOX 84023 SEATTLE WA 98124 CLOUD IT SERVICES 1038889 CHAPIN HALL CENTER FOR CHILDREN 1313 EAST 60TH STREET CHICAGO IL 60637 SUBCONTRACTOR 342185 COMMONWEALTH OF KENTUCKY (KYSTATS) 500 MERO STREET 5TH FLOOR FRANKFORT KY 40601 SUBCONTRACTOR 278955 ACHIEVING THE DREAM 8484 GEORGIA AVENUE SILVER SPRING MD 20910 SUBCONTRACTOR 244607 RUTGERS THE STATE UNIVERSITY OF NEW JER 33 KNIGHTSBRIDGE RD 2 EAST PISCATAWAY NJ 08854 SUBCONTRACTOR 241304 5 4468740 4468740 ADRF 541700 1986890 1986890 RESEARCH AND TRAINING 541700 1888764 1888764 3875654 80780 80780 MISC. REVENUE 900099 13400 13400 13400 8438574 3875654 0 94180 X 1440131 864338 575793 3500883 2194106 1306777 83974 83974 339386 221078 118308 338883 248012 90871 64389 48743 15646 55531 55531 1844452 1717570 126882 10648 4688 5960 94124 24361 69763 1579420 1464208 115212 4477 4477 348229 159509 188720 16404 16404 278719 278719 95284 95284 RECRUITING EXPENSE 67931 67931 BAD DEBT 4900 4900 10167765 7246636 2921129 0 5094811 4280554 1728244 386624 243812 135341 675704 1049390 7742571 5851909 2637098 2069294 1517520 1923853 4154618 3993147 X -3292400 -3370679 6880353 5229441 3587953 1858762 7742571 5851909 -1729191 0 X X 0 1 X 1 1 1 X 5970410 10000827 2742092 7185459 4468740 30367528 113490 132107 2897964 2860419 3875654 9879634 6083900 10132934 5640056 10045878 8344394 40247162 0 0 0 40247162 1244 80780 82024 1244 80780 82024 6085144 10132934 5640056 10045878 8425174 40329186 0.99800 0.99990 0.00200 0.00010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 COMPUTER SOFTWARE, NET 1049390 1049390 X 8438574 0 8438574 0 8438574 10167765 0 10167765 0 10167765 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, 2024, 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 SOUTH AMERICA PROGRAM SERVICES EXTERNAL CONTRACTOR - DATA ENCLAVE OPERATIONS 134622 0 0 0 0 0 0 134622 0 134622 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 CHIEF EXECUT 447412 0 0 0 0 0 12243 0 37093 0 496748 0 0 0 NATHAN BARRETT VP OF PROGRAMS AND DEVELOP 290897 0 0 0 0 0 8727 0 35282 0 334906 0 0 0 BRIAN NEE CHIEF FINANCIAL OFFICER 278213 0 0 0 0 0 7486 0 37093 0 322792 0 0 0 RICHARD FERGUSON CHIEF TECHNOLOGY OFFICER 270000 0 0 0 0 0 0 0 15685 0 285685 0 0 0 BRIJESH SINGH DIRECTOR OF TECHNOLOGY INN 254833 0 0 0 0 0 0 0 431 0 255264 0 0 0 DIDIER LEGROS SENIOR SOFTWARE ENGINEER 207022 0 0 0 0 0 0 0 30154 0 237176 0 0 0 JESSICA CUNNINGHAM VP OF STATE PROGRAMS 217048 0 0 0 0 0 6511 0 431 0 223990 0 0 0 JOHNATHAN MILLS DIRECTOR OF DATA ENCLAVE P 179297 0 0 0 0 0 5379 0 34217 0 218893 0 0 0 KATE LEE-MCCARTHY DIRECTOR OF FINANCE AND ST 183456 0 0 0 0 0 5504 0 509 0 189469 0 0 0 COREY SPARKS SENIOR RESEARCH SCIENTIST 159551 0 0 0 0 0 4786 0 6696 0 171033 0 0 0 PART I, LINE 3 COMPENSATION FOR THE CEO IS REVISED AND APPROVED BY THE BOARD OF DIRECTORS ANNUALLY. WHILE 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 AT TIMES WHEN NEW MEMBERS OF THE EXECUTIVE MANAGEMENT TEAM ARE RECRUITED INTO THE ORGANIZATION. THE CEO REVIEWS AND APPROVES 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 CONDUCTS AN ANALYSIS OF SALARIES FOR NEW OFFICERS AND REVIEWS THE RESULTS WITH THE BOARD. SALARIES FOR NEW OFFICERS ARE REVIEWED AND APPROVED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 18 COLERIDGE PROVIDES AS REQUESTED FORM 990, PART VI, SECTION C, LINE 19 COLERIDGE PROVIDES AS REQUESTED FORM 990, PART IX, LINE 11G OTHER: PROGRAM SERVICE EXPENSES 1,717,570. MANAGEMENT AND GENERAL EXPENSES 126,882. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,844,452. FORM 990, PART XII, LINE 2C: NO CHANGE FROM PRIOR YEAR