2024-11-15T10:38:30-06:00 2023-12-31 390974031 WEGNER CPAS LLP 230 PARK AVE FL 3 NEW YORK NY 101690005 990 2023-01-01 812508655 THE HOW INSTITUTE FOR SOCIETY HOWI 6468622050 82 NASSAU ST 60602 NEW YORK NY 10038 DENNIS NALLY BOARD MEMBER 6468622050 2024-11-14 1 0 YIGIT UCTUM CPA P01269549 2125511724 2024-11-12 2023 2024-10-15 13:58:12Z DENNIS NALLY 82 NASSAU ST 60602 NEW YORK NY 10038 2517359 0 X THEHOWINSTITUTE.ORG X 2016 DE THE HOW INSTITUTE FOR SOCIETY SEEKS TO BUILD AND NURTURE A CULTURE OF MORAL LEADERSHIP, PRINCIPLED DECISION-MAKING, AND VALUES-BASED BEHAVIOR THAT ENABLES INDIVIDUALS AND INSTITUTIONS TO MEET THE PROFOUND SOCIAL, ECONOMIC, AND TECHNOLOGICAL CHANGES OF THE 21ST CENTURY. 8 8 0 10 0 0 1000000 1525150 995232 909000 22294 83209 0 0 2017526 2517359 0 0 0 0 1463968 1572265 0 0 5241 1201004 815400 2664972 2387665 -647446 129694 2946845 2663666 599802 186929 2347043 2476737 X THE HOW INSTITUTE FOR SOCIETY SEEKS TO BUILD AND NURTURE A CULTURE OF MORAL LEADERSHIP, PRINCIPLED DECISION-MAKING, AND VALUES-BASED BEHAVIOR THAT ENABLES INDIVIDUALS AND INSTITUTIONS TO MEET THE PROFOUND SOCIAL, ECONOMIC, AND TECHNOLOGICAL CHANGES OF THE 21ST CENTURY. 0 0 1696394 909000 THE NXT-GEN FELLOWSHIP IS AN ACCELERATOR FOR EMERGING ORGANIZATIONAL LEADERS NAVIGATING OUR INCREASINGLY INTERDEPENDENT AND MORALLY ACTIVATED WORLD. DRAWING ON LESSONS FROM HISTORY, CURRENT EVENTS, AND MORAL PHILOSOPHY, FELLOWS WRESTLE WITH THE PRINCIPLES, NUANCES, AND APPLICATIONS OF THE PILLARS AND PRACTICES OF MORAL LEADERSHIP THROUGH DISCUSSIONS, READINGS, VIDEOS, WORKSHOPS, CASE STUDIES, AND GUEST SPEAKERS.THE HIGHLY INTERACTIVE CURRICULUM IS ORGANIZED AROUND SEVEN KEY MORAL LEADERSHIP PRACTICES AND IS PUT INTO ACTION THROUGH A PRACTICUM PROJECT WHICH CHALLENGES FELLOWS TO APPLY MORAL LEADERSHIP MINDSETS, IDEAS, AND PRACTICES TO A CURRENT CRITICAL WORK PROJECT. SUPPORTED BY SMALL GROUP COACHING, INTENTIONAL COMMUNITY BUILDING SESSIONS, AND A TOOLKIT OF PRACTICAL ACTIVITIES, FELLOWS EMERGE FROM THE PROGRAM BOTH EQUIPPED AND CONNECTED, INSPIRED TO CONTINUE AND SCALE THEIR MORAL LEADERSHIP JOURNEYS WITHIN THEIR ORGANIZATIONS AND BEYOND. 1696394 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 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 X 25 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 0 1 1 1 1 1 0 0 0 NY X BLUE FOX 3212333311 2542 WOODFIELD CIRCLE MELBOURNE FL 32904 X ANGELA AHRENDTS DBE DIRECTOR 1.00 X 0 0 0 CHIP BERGH DIRECTOR 1.00 X 0 0 0 NANCY GIBBS DIRECTOR 1.00 X 0 0 0 DENNIS NALLY DIRECTOR 2.00 X 0 0 0 PAUL POLMAN DIRECTOR 1.00 X 0 0 0 DOV SEIDMAN CHAIRMAN OF THE BOARD 5.00 X X 0 0 0 ADMIRAL JAMES STAVRIDIS DIRECTOR 1.00 X 0 0 0 DARREN WALKER DIRECTOR 1.00 X 0 0 0 AJAY BANGA THRU MAY 2023 DIRECTOR 1.00 X 0 0 0 WALTER WOODS CHIEF PARTNERSHIP AND DEVELOPMENT OFFICER 40.00 X 161559 0 36042 KATHLEEN DALEY ADVISOR, SPECIAL INITIATIVES 40.00 X 119000 0 5309 KELLY BUZBY DIRECTOR OF COMMUNICATIONS & CONTENT 40.00 X 173250 0 6776 MAX COHEN NXT-GEN PROGRAM DIRECTOR 40.00 X 120725 0 17934 YOUNG RHEE STRATEGY AND PROGRAM ADVISOR 40.00 X 144000 0 5816 718534 0 71877 7 0 1 0 0 1525150 1525150 PROGRAM SERVICE FEES 611430 909000 909000 909000 83209 83209 2517359 909000 0 83209 X 1311458 985616 325842 39023 29327 9696 112518 84562 27956 109266 82118 27148 4700 4700 95216 95216 435735 396288 34947 4500 24297 23764 533 12331 7343 4901 87 45414 34547 10488 379 8128 8128 39096 14613 24483 1589 41 1548 5452 4362 818 272 2447 2447 STAFF RECRUITMENT 107051 100 106951 EVENT 31816 31753 60 3 DUES AND SUBSCRIPTIONS 2128 1960 168 2387665 1696394 686030 5241 285248 28176 825000 900000 97000 10809 16776 31970 20310 10884 11660 1814904 1610054 2946845 2663666 249802 16929 350000 170000 599802 186929 X 1597043 2160737 750000 316000 2347043 2476737 2946845 2663666 129694 0 X X 0 1 X 1 0 X 150025 758741 720020 1000000 1525150 4153936 150025 758741 720020 1000000 1525150 4153936 3535241 618695 14254 24480 1001 25375 83210 148320 4302256 2763739 0.14380 0.13150 X "TREASURY REGULATION SECTION 1.170A-9(E)(3) PROVIDES THAT, NOTWITHSTANDING AN ORGANIZATION'S NOT SATISFYING THE 33 1/3 PERCENT PUBLIC SUPPORT TEST, IT CAN STILL QUALIFY AS A PUBLIC CHARITY IF ITS PUBLIC SUPPORT PERCENTAGE IS NORMALLY AT LEAST TEN (10) PERCENT, AND IT MEETS THE FACTS AND CIRCUMSTANCE TEST IN THIS CONTEXT. IT IS REQUIRED THAT AN ORGANIZATION MUST BE SO ORGANIZED AND OPERATED AS TO ATTRACT NEW AND ADDITIONAL PUBLIC SUPPORT ON A CONTINUOUS BASIS WHICH IN TURN REQUIRES THAT THE ORGANIZATION MAINTAIN A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS."THE HOW INSTITUTE SATISFIED THE PUBLIC SUPPORT TEST FOR THE 2023 TAX YEAR. SPECIFICALLY, THE HOW INSTITUTE SATISFIED THE 10% PLUS FACTS AND CIRCUMSTANCES TEST SET FORTH IN TREASURY REGULATIONS 1.170A-9(F)(3).IN ACCORDANCE WITH TREASURY REGULATION SECTION 1.170A-9(F)(3), THE HOW INSTITUTE IS PUBLICLY SUPPORTED BECAUSE IT NORMALLY RECEIVES A SUBSTANTIAL PART OF ITS SUPPORT FROM CONTRIBUTIONS MADE DIRECTLY OR INDIRECTLY BY THE GENERAL PUBLIC, THAT IS, ITS PUBLIC SUPPORT EXCEEDS 10% OF ITS TOTAL SUPPORT, AND IT MEETS THE OTHER REQUIREMENTS OF PARAGRAPH (F)(3). THE HOWINSTITUTE'S PUBLIC SUPPORT PERCENTAGE IS 14.38%, ABOVE THE 10% REQUIRED TO QALIFY AS A PUBLICLY SUPPORTED ORGANIZATION WHEN MEETING THE FACTS-AND-CIRCUMSTANCES TEST.THE HOW INSTITUTE WAS ESTABLISHED IN 2016. IT IS ORGANIZED EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, EDUCATIONAL AND SCIENTIFIC PURPOSES WITHIN THE MEANING OF IRC SECTION 501(C)(3). SPECIFICALLY, TO INCREASE AND IMPROVE PEOPLE'S ETHICS BY SPREADING THIS PHILOSOPHICAL FRAMEWORK TO THE PUBLIC. THE HOW INSTITUTE FOR SOCIETY SEEKS TO BUILD AND NURTURE A CULTURE OF MORAL LEADERSHIP, PRINCIPLED DECISION-MAKING AND VALUES-BASED BEHAVIOR THAT ENABLES INDIVIDUALS AND INSTITUTIONS TO MEET THE PROFOUND SOCIAL, ECONOMIC, AND TECHNOLOGICAL CHANGES OF THE 21ST CENTURY TO ELEVATE HUMANITY.THE ORGANIZATION MAINTAINS AN ACTIVE FUNDRAISING PROGRAM AND ATTEMPTS TO RAISE MONEY FROM THE GENERAL PUBLIC. HOWEVER, DUE TO THE ONGOING COVID PANDEMIC, THE ORGANIZATION HAD DIFFICULTY FUNDRAISING ADEQUATELY TO DIVERSITY DONORS AND DONATIONS. THE ORGANIZATION HAS RECENTLY HIRED A NEW FUNDRAISER TO HELP SOLICIT ADDITIONAL DONATIONS AND RAISE ADDITIONALFUNDING.THE ORGANIZATION OFFERS A WIDE RANGE OF PROGRAMS INCLUDING THE NXT-GEN FELLOWSHIP FOR MORAL LEADERSHIP, THE HOW SUMMIT ON MORAL LEADERSHIP, HOW CONVERSATIONS, HOW PODCASTS, HOW RESEARCH. "THE NXT-GEN FELLOWSHIP IS AN ACCELERATOR FOR EMERGING ORGANIZATIONAL LEADERS NAVIGATING OUR INCREASINGLY INTERDEPENDENT AND MORALLY ACTIVATED WORLD. DRAWING ONLESSONS FROM HISTORY, CURRENT EVENTS, AND MORAL PHILOSOPHY, FELLOWS WRESTLE WITH THE PRINCIPLES, NUANCES, AND APPLICATIONS OF THE PILLARS AND PRACTICES OF MORAL LEADERSHIP THROUGH DISCUSSIONS, READINGS, VIDEOS, WORKSHOPS, CASE STUDIES, AND GUEST SPEAKERS. THE PROGRAM IS OPEN AND PROVIDED TO THE GENERAL PUBLIC.THE HOW INSTITUTE'S GOVERNING BODY - ITS BOARD OF DIRECTORS - REPRESENTS THE BROAD INTERESTS OF THE PUBLIC RATHER THAN THE PERSONAL OR PRIVATE INTERESTS OF A LIMITED NUMBER OF DONORS. BOARD MEMBERS INCLUDE FORMER VICEPRESIDENT OF APPLE, FORMER CEO OF LEVI STRAUSS, FORMER CHAIRMAN OF PRICEWATERHOUSECOOPERS, PRESIDENT OF THE WORLD BANK. BOARD MEMBERS INCLUDE PHILANTHROPISTS, CIVIC VOLUNTEERS, AND BUSINESS LEADERS ACROSS A WIDE VARIETY OF INDUSTRIES INCLUDING RETAIL, FINANCIAL SERVICES, EDUCATION, AND PHILANTHROPIES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 31970 20310 11660 11660 CASH AND CASH EQUIVALENTS 1610054 F 1610054 2517359 0 2517359 0 2517359 2387665 0 2387665 0 2387665 0 0 0 0 0 0 0 0 0 WALTER WOODS CHIEF PARTNERSHIP AND DEVELOPMENT OF 161559 0 0 0 0 0 0 0 36042 0 197601 0 0 0 KELLY BUZBY DIRECTOR OF COMMUNICATIONS & CONTENT 173250 0 0 0 0 0 0 0 6776 0 180026 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION HAS ITS FORM 990 PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. WHEN THE FORM 990 HAS BEEN PREPARED, IT IS REVIEWED BY THE FINANCE COMMITTEE. A COMPLETE COPY IS PROVIDED ELECTRONICALLY TO THE FULL BOARD AFTER IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION CURRENTLY HAS IN PLACE A CONFLICT OF INTEREST POLICY THAT APPLIES TO ANY OFFICER, DIRECTOR AND KEY EMPLOYEE, WHICH IT ANNUALLY MONITORS AND ENFORCES. THE BOARD CURRENTLY MANDATES THAT ALL MEMBERS OF THE GOVERNING BODY ANNUALLY SIGN A CONFLICT OF INTEREST POLICY AND DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICTS THAT MAY EXIST. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE BOARD, BUT AFTER THE PRESENTATION, HE/SHE MUST LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. THE REMAINING DIRECTORS OR MEMBERS OF THE BOARD DECIDE IF A CONFLICT OF INTEREST EXISTS BY A MAJORITY VOTE. FORM 990, PART VI, SECTION C, LINE 19 THE RETURN IS POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 11G PROGRAM/DEVELOPMENT CONSULTANT: PROGRAM SERVICE EXPENSES 202,523. MANAGEMENT AND GENERAL EXPENSES 13,370. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 215,893. OUTSIDE CONTRACTORS: PROGRAM SERVICE EXPENSES 191,317. MANAGEMENT AND GENERAL EXPENSES 3,000. FUNDRAISING EXPENSES 4,500. TOTAL EXPENSES 198,817. REIMBURSABLE EXPENSES: PROGRAM SERVICE EXPENSES 38. MANAGEMENT AND GENERAL EXPENSES 9,980. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,018. PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 2,410. MANAGEMENT AND GENERAL EXPENSES 8,597. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,007.