Totals
- Total revenue
- $2,239,651
- Total expenses
- $1,831,523
- Contributions and grants received
- $1,675,229
- Grants paid
- $197,625
- Program service revenue
- $564,422
- Investment income
- $0
- Other revenue
- $0
- Total assets, end of year
- $714,359
- Total liabilities, end of year
- $289,665
- Net assets or fund balances, end of year
- $424,694
- Program services expenses (Part IX)
- $1,331,963
- Management and general expenses
- $325,781
- Fundraising expenses
- $173,779
- Program service expenses (Part III)
- $1,331,963
Program services were 72.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$1,675,229
-
2a · Program service revenue: INSTITUTIONAL ENGAGEME
total $474,114 · related or exempt $474,114
-
2b · Program service revenue: TRAINING
total $73,375 · related or exempt $73,375
-
2c · Program service revenue: RESEARCH
total $16,933 · related or exempt $16,933
Functional expenses
Part IX, the statement of functional expenses.
-
3 · Grants to foreign organizations and individuals
total $197,625 · program services $197,625
-
5 · Compensation of officers, directors and key employees
total $122,773 · program services $110,495 · management and general $6,139 · fundraising $6,139
-
7 · Other salaries and wages
total $318,594 · program services $286,796 · management and general $15,899 · fundraising $15,899
-
9 · Other employee benefits
total $71,202 · program services $64,082 · management and general $3,560 · fundraising $3,560
-
10 · Payroll taxes
total $38,091 · program services $34,281 · management and general $1,905 · fundraising $1,905
-
11a · Fees: management
total $3,987 · program services $3,589 · management and general $199 · fundraising $199
-
11b · Fees: legal
total $1,800 · program services $1,080 · management and general $450 · fundraising $270
-
11c · Fees: accounting
total $82,672 · program services $49,603 · management and general $20,668 · fundraising $12,401
-
11g · Fees: other
total $889,372 · program services $533,623 · management and general $222,343 · fundraising $133,406
-
13 · Office expenses
total $29,775 · management and general $29,775
-
14 · Information technology
total $11,323 · management and general $11,323
-
16 · Occupancy
total $8,097 · program services $1,782 · management and general $6,315
-
17 · Travel
total $25,067 · program services $22,560 · management and general $2,507
-
20 · Interest
total $851 · management and general $851
-
22 · Depreciation, depletion and amortization
total $1,606 · management and general $1,606
-
23 · Insurance
total $24,879 · program services $24,369 · management and general $510
-
24a · Other expenses: OTHER
total $2,126 · program services $1,913 · management and general $213
-
24b · Other expenses: TAXES AND LICENSES
total $1,500 · management and general $1,500
-
24c · Other expenses: EVENTS
total $183 · program services $165 · management and general $18
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $220,186 · end of year $352,923
-
4 · Accounts receivable
beginning of year $25,000 · end of year $267,596
-
9 · Prepaid expenses and deferred charges
beginning of year $24,304 · end of year $91,201
-
10a · Land, buildings and equipment: cost or other basis
$9,279
-
10b · Land, buildings and equipment: accumulated depreciation
$6,640
-
10c · Land, buildings and equipment, net
beginning of year $2,583 · end of year $2,639
-
17 · Accounts payable and accrued expenses
beginning of year $66,151 · end of year $110,898
-
22 · Loans and payables to officers and key people
beginning of year $30,000 · end of year $30,000
-
25 · Other liabilities
beginning of year $168,356 · end of year $148,767
-
27 · Net assets without donor restrictions
beginning of year -$72,434 · end of year -$77,179
-
28 · Net assets with donor restrictions
beginning of year $80,000 · end of year $501,873
Mission and programs · 2022
Mission
BROADEN WHAT MATTERS IN OUR ECONOMIC DECISIONS BY EXPANDING WHO HAS POWER AND INFLUENCE IN THE WORK OF REINVENTING THE ECONOMY THROUGH RESEARCH, TRAINING, AND INSTITUTIONAL ENGAGEMENT.
Activities or mission (Part I)
BROADEN WHAT MATTERS IN OUR ECONOMIC DECISIONS BY EXPANDING WHO HAS POWER AND INFLUENCE IN THE WORK OF REINVENTING THE ECONOMY THROUGH RESEARCH, TRAINING, AND INSTITUTIONAL ENGAGEMENT
-
CRITERION SEEKS PARTNERSHIPS WITH INSTITUTIONS WHERE THERE IS ALIGNMENT OF GOALS, WHERE LEARNINGS IS MUTUAL, AND WHERE EACH ORGANIZATION ADVANCES ITS MISSION. THIS WAY OF RELATING DISRUPTS TRADITIONAL POWER DYNAMICS AND PATTERNS OF CONTROL EVEN IN ENGAGEMENT WITH ORGANIZATIONS MUCH LARGER THAN CRITERION, WE OWN AND EXERCISE OUR OWN POWER IN TURN WE SEEK TO EMBOLDEN LARGE INSTITUTIONS TO USE THEIR POWER TO ENGAGE SYSTEMS OF FINANCE IN ORDER TO CREATE SOCIAL CHANGE.
Expenses $839,137 · Grants $197,625 · Revenue $474,114
-
OUR TRAINING EVENTS ARE INVITING, PARTICIPATORY, PRACTICAL AND ENGAGING. WE TEND TO TEACH NOT FROM A CASE STUDY WHICH SHOWS WHAT HAS BEEN DONE, BUT BY EXPLICATING THE COMPONENTS OF THE SYSTEMS SO THAT PARTICIPANTS CAN BUILD SOMETHING NEW. LEARNING PROCESSES ARE INTENTIONALLY DESIGNED TO ASSIST THOSE WITH LIMITED BACKGROUND IN THE SUBJECT TO FEEL COMFORTABLE, PARTICIPATE FULLY, AND TO CONTRIBUTE THEIR WISDOM AND PERSPECTIVES. INCREASINGLY, THE TOOLS OF OUR TRAINING PROGRAMS ARE BEING ADAPTED TO BE MORE ACCESSIBLE TO THOSE WHO ARE MOST MARGINALIZED FROM ESTABLISHED FINANCIAL CIRCLES THAT COULD INCLUDE ADAPTATIONS IN LANGUAGE, READING LEVEL, OR CULTURAL STYLE.
Expenses $306,351 · Revenue $73,375
-
CRITERION RESEARCH THRIVES IN A CULTURE OF CURIOSITY AND INNOVATION. OUR APPROACH TO RESEARCH EXPANDS POSSIBILITIES BEYOND WHAT THE ESTABLSHED AUTHORITIES HAVE DETERMINED. IT BEGINS WITH LISTENING TO WHAT IS GOING ON OUT IN THE WORLD, CONNECTING DIVERSE PEOPLE AND IDEAS, AND ENGAGING IN CONVERSATIONS ON THE EDGE TO DISCOVER SOMETHING NEW. IT CROSSES TRADITIONAL DISCIPLINES, IT PRIVILEDGES THE VOICES OF OUTSIDERS, BELIEVING THEY ARE THE SOURCE OF NEW PERSPECTIVES AND INSIGHTS. IT WELCOMES PEOPLE INTO A PLACE OF COMFORT AND GIVES THEM PERMISSION TO CONTRIBUTE, EVEN OUTSIDE OF THEIR AREA OF EXPERTISE. DISTINCTIVE METHODS OF CURATION ALLOW FOR DIVERSE IDEAS TO BE CAPTURED AND CONNECTED IN CREATIVE WAYS, THIS APPROACH UPENDS TRADITIONAL SOURCES OF AUTHORITY AND PROMOTES INNOVATION.
Expenses $186,475 · Revenue $16,933
As filed on the 2022 return.
Listed in Part VII
-
Joy AndersonJOY ANDERSON
PRESIDENT/EXECUTIVE DIRECT
- Total calculated
- $155,172
- From this org
- $122,772
- From related orgs
- $0
- Other
- $32,400
- Hours/week
- 40
-
Catherine GillCATHERINE GILL
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 1.5
-
Michelle KahaneMICHELLE KAHANE
SECRETARY
- Total calculated
- $0
- Hours/week
- 1.5
-
Michaele BirdsallMICHAELE BIRDSALL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
Luisamaria Ruiz CarlileLUISAMARIA RUIZ CARLILE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
Teresa YoungerTERESA YOUNGER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
James Johnson-PiettJAMES JOHNSON-PIETT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
-
Ellen YoungerELLEN YOUNGER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 14 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202313199349315461
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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