2024-05-15T12:25:37-05:00 2023-12-31 111986323 MARCUM LLP 1899 L STREET NW 850 WASHINGTON DC 20036 990 2023-01-01 452796201 NAMATI INC NAMA 2028881086 1616 P STREET NW 101 WASHINGTON DC 20036 VIVEK H MARU PRESIDENT & CEO 2028881086 2024-05-15 1 VIVEK MARU 999009999 0 FRANK SMITH P00639053 2022274000 2024-05-15 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z VIVEK H MARU 1616 P STREET NW 101 WASHINGTON DC 20036 45959613 0 X WWW.NAMATI.ORG X 2011 DE BUILDING A MOVEMENT OF GRASS- ROOTS ADVOCATES WHO EMPOWER PEOPLE TO KNOW, USE, AND SHAPE THE LAW. 10 9 47 9 0 0 14585303 14191124 0 0 124213 1066184 0 508 14709516 15257816 2841913 4018071 0 0 5168014 6082109 9834 43029 353167 2072219 2646329 10091980 12789538 4617536 2468278 42520145 46390406 1069858 1157444 41450287 45232962 X NAMATI, INC. (NAMATI) IS DEDICATED TO PUTTING THE LAW IN PEOPLE'S HANDS. WE STRIVE TO BUILD A JUST WORLD, IN WHICH EVERY ONE OF US CAN TAKE PART IN THE DECISIONS AND DEMAND ACCOUNTABILITY FROM THE INSTITUTIONS THAT AFFECT OUR LIVES. NAMATI'S WORK ENABLES POOR AND UNDERPRIVILEGED PEOPLE TO EXERCISE THEIR LEGAL RIGHTS TO PROTECT AND PROMOTE THEIR SOCIAL, CULTURAL, AND ECONOMIC LIVELIHOODS. OUR ACTIVITIES PRIMARILY CONSIST OF PROVIDING AND TRAINING OTHERS TO PROVIDE LEGAL AID SERVICES. NAMATI INTENDS TO BUILD A GLOBAL NETWORK OF PRACTITIONERS TO FACILITATE THE SHARING OF TOOLS AND RESOURCES, FOSTER DIALOGUE, AND ULTIMATELY CREATE A MOVEMENT FOR LEGAL EMPOWERMENT WORLDWIDE. 0 0 3066401 1679608 GLOBAL NETWORKIN 2023, THE LEGAL EMPOWERMENT NETWORK CHANGED ITS NAME TO THE GRASSROOTS JUSTICE NETWORK (NETWORK), DRAWING ON ITS MEMBERS' SHARED DREAM OF MAKING JUSTICE A REALITY FOR PEOPLE EVERYWHERE. THE NETWORK REMAINS THE WORLD'S LARGEST (AND GROWING) COLLECTIVE OF GRASSROOTS JUSTICE DEFENDERS AND THEIR ALLIES. OUR 14,500+ MEMBERS REPRESENT MORE THAN 3,800 CIVIL SOCIETY ORGANIZATIONS, WORKING DIRECTLY WITH COMMUNITIES ACROSS 175 COUNTRIES. AT ITS CORE MISSION, THE NETWORK IS COMMITTED TO USING LEGAL EMPOWERMENT METHODS TO BUILD POWER IN OUR COMMUNITIES, SO THAT PEOPLE CAN EXERCISE THEIR RIGHTS AND ACTIVELY PARTICIPATE IN GOVERNANCE AND DECISION-MAKING. IN 2023, 170 NETWORK MEMBERS TOOK PART IN MORE THAN ONE LEARNING EVENT, AND 302 DIFFERENT PARTICIPANTS JOINED LEARNING EVENTS OVERALL. THE NETWORK BUILT LEADERSHIP AMONG MEMBERS WITH 125 ORGANIZATIONS PLAYING AN ACTIVE ROLE AS CORE GROUP MEMBERS WHO SHAPED OUTREACH, LEARNING EVENTS, AND COLLECTIVE ACTION WITHIN THE NETWORK. 2210208 1389908 COMMUNITY LAND PROTECTION KENYA: IN KENYA, NAMATI AND ITS PARTNERS WORKED WITH 18 NEW COMMUNITIES AND CONTINUED SUPPORTING 13 EXISTING COMMUNITIES TO STRENGTHEN COMMUNITY-LED GOVERNANCE OF LAND. NAMATI LED MEETINGS TO BUILD AWARENESS AMONG COMMUNITY MEMBERS, SUPPORTED PARTNERS IN RECRUITING NEW PARALEGALS, AND CONVENED PARTNER SETTINGS TO TRAIN AND EQUIP PARALEGALS WITH THE NECESSARY INFORMATION AND SKILLS TO WORK IN THEIR COMMUNITIES. OF THE COMMUNITIES WITH EXISTING SUPPORT, 10 ELECTED COMMUNITY LAND MANAGEMENT COMMITTEES (CLMCS,) SIX HAVE REVISED THEIR BYLAWS, AND THREE REGISTERED THEIR LAND AND RECEIVED LAND TITLES. MYANMAR: IN 2023, NAMATI TOGETHER WITH LOCAL PARTNERS, RESOLVED 110 CASES, POSITIVELY IMPACTING THE LIVES OF OVER 2,000 PEOPLE. THE MAJORITY OF THESE WERE LAND TITLE AND LOCAL LAND DISPUTE CASES, REFLECTING POLITICAL DYNAMICS AND EXISTING OPPORTUNITIES FOR TRACTION IN LAND JUSTICE CASES. THE NAMATI TEAM AND THREE PARTNERS CONTINUE TO FACE CHALLENGES AS A RESULT OF CHALLENGING POLITICAL AND OPERATIONAL DYNAMICS. NONETHELESS, NAMATI AND PARTNERS CONTINUE TO SECURE MEANINGFUL REMEDIES WITH COMMUNITIES TO LAND RIGHTS VIOLATIONS AND RESEARCH AND DOCUMENT LAND RIGHTS VIOLATIONS AND AREAS FOR CIVIL SOCIETY ENGAGEMENT ON LAND AND ENVIRONMENTAL JUSTICE ISSUES. NAMATI AND ITS PARTNERS PUBLISHED 3 POLICY BRIEFS ON THESE SUBJECTS AND TRANSLATED 3 ADDITIONAL POLICY BRIEFS PREVIOUSLY PUBLISHED IN ENGLISH INTO BURMESE. SIERRA LEONE: LAST YEAR, THE SIERRA LEONE PROGRAM FOCUSED ON STRENGTHENING IMPLEMENTATION OF THE CUSTOMARY LAND RIGHTS ACT (CLRA), A LANDMARK LAND RIGHTS LAW, WHICH INCLUDES STRONG ENVIRONMENTAL PROTECTIONS SUCH AS BANNING INDUSTRIAL DEVELOPMENT, INCLUDING MINING, TIMBER, AND AGRIBUSINESS IN OLD-GROWTH FORESTS AND OTHER ECOLOGICALLY SENSITIVE AREAS. THE NAMATI TEAM DEEPENED KNOWLEDGE OF COMMUNITIES, INVESTORS, AND GOVERNMENT INSTITUTIONS' ABOUT KEY PROVISIONS IN THE CLRA AND EACH GROUP'S RIGHTS AND RESPONSIBILITIES. IN ADDITION, THE NAMATI PROGRAM SUPPORTED COMMUNITIES PROTECTING THEIR LAND AND ENVIRONMENT BY 1) SECURING REMEDIES TO LAND AND ENVIRONMENTAL VIOLATIONS, 2) DEVELOPING RESOURCES TO USE WITH STAKEHOLDERS, COMMUNITIES, AND INVESTORS, AND 4) CREATING VIRTUAL PLATFORMS FOR COMMUNITY MOBILIZERS AND VILLAGE AREA LAND COMMITTEES TO SHARE UPDATES ABOUT THEIR WORK AND EXPERIENCE TO HELP PROMOTE LEARNING. PARALEGALS HELPED OVER 20 COMMUNITIES NEGOTIATE LEASES COVERING OVER 33,000HA ACROSS FOUR INVESTMENT PROJECTS. 1661116 GLOBAL PROGRAMSCOMMUNICATIONS: IN 2023, NAMATI DOUBLED THE SIZE OF OUR INTERNAL COMMUNICATIONS TEAM TO MEET THE NEED IN THE ORGANIZATION'S STRATEGY, FOCUSING COMMUNICATIONS ON SYSTEMIC CHANGE IN OUR COUNTRY PROGRAMS, MOVEMENT AND MOBILIZATION IN CLIMATE, LAND AND ENVIRONMENTAL JUSTICE, AND A VISION TO BUILD THE NEW GRASSROOTS JUSTICE ACADEMY INTO A WORLD-CLASS LEARNING INSTITUTE. SIGNIFICANTLY INCREASED COLLABORATION BETWEEN OUR TEAM AND PROGRAM TEAMS, ROLLED OUT SEVERAL SHARED RESOURCES AND SYSTEMS, AND STRENGTHENED OUR SOCIAL MEDIA ENGAGEMENT. FUNDAMENTALLY RESET THE COMMUNICATIONS FUNCTION AT NAMATI. LEARNING: THE GRASSROOTS JUSTICE NETWORK'S SHARED LEARNING AGENDA IS BUILDING POWER IN OUR MOVEMENT THROUGH LEARNING. IT IDENTIFIES PRIORITIES AROUND THE MOST PRESSING ISSUES FACING LEGAL EMPOWERMENT PRACTITIONERS WORLDWIDE. IN 2023 NETWORK DELVED DEEPER INTO KEY AREAS OF THE LEARNING AGENDA TO DRAW OUT COMPARATIVE MEMBER EXPERIENCES ACROSS REGIONS AND THEMES, FIRST BUILDING FOUNDATIONAL KNOWLEDGE AND THEN ENGAGING IN IN-DEPTH LEARNING THROUGH PARTICIPATORY ACTION RESEARCH PROJECTS. THE FIRST IN-PERSON GLOBAL CONVENING OF LEARNING AGENDA COHORT MEMBERS WAS HELD IN MARCH 2023 IN NAIROBI, KENYA, INCLUDING A SERIES OF SKILLS BUILDING WORKSHOPS, SHARING PROGRAMMATIC STRATEGIES, AND DEVELOPING STRATEGIES FOR IMPLEMENTING RESEARCH PROJECTS. IN 2023, THE LEARNING AGENDA HELD A SERIES OF ROUNDTABLES ON LEGAL EMPOWERMENT GROUPS OPERATING IN CLOSING CIVIC SPACES, WHICH INCLUDED SURFACING SHARED AREAS OF CONCERN AND WAYS TO EXPERIMENT NAVIGATING DIFFICULT POLITICAL DYNAMICS. ADVOCACY: THE GRASSROOTS JUSTICE NETWORK (NETWORK) USED EXISTING AND EMERGING SPACES, BOTH REGIONALLY AND THEMATICALLY, TO CULTIVATE LEADERSHIP, SOLIDARITY AND STRATEGIC PLANNING AMONG ITS 14,500+ MEMBERS. THE NETWORK'S ADVISORY COUNCIL CONSISTS OF ANCHOR MEMBER MEMBERS THAT LEAD RESPECTIVE REGIONAL OR THEMATIC "CORE GROUPS" FOR ACTIVE MEMBERS, WHO WORK TOGETHER TO CRAFT AND EXECUTIVE COLLECTIVE LEARNING AND ADVOCACY AGENDAS. THE NETWORK FACILITATES DISCUSSION AND ADVANCES THE CONSENSUS-BUILDING PROCESS AROUND COLLECTIVE ACTION BY BRINGING NETWORK MEMBERS TOGETHER TO TAKE UP ISSUES AND INSTITUTIONS THEY DEEM MOST RELEVANT TO THEIR RESPECTIVE REGIONS AND THEMES. ONE MAJOR PRIORITY FOR THE NETWORK IS GENDER JUSTICE AND LAST YEAR, MEMBERS CAME TOGETHER TO BEGIN BUILDING A COLLECTIVE GENDER JUSTICE AGENDA. DURING THIS, PARTICIPANTS ALIGNED AROUND KEY LEARNING AND ADVOCACY THEMES, LIKE PROMOTING WOMEN'S LEADERSHIP IN DECISION-MAKING SPACES AND BUILDING COMMUNITY POWER.ON CLIMATE, LAND, AND ENVIRONMENTAL JUSTICE, NAMATI CREATED THREE NEW OPEN PATHWAYS OF ENGAGEMENT BEYOND THE 20-GROUP STEERING COMMITTEE, INCLUDING A MONTHLY NEWSLETTER, MONTHLY WORKING GROUP CALLS, AND A QUARTERLY MOVEMENT-WIDE CALL.ON SAFEGUARDING DEMOCRACY, IN RESPONSE TO A CALL FOR INPUT BY THE UN SPECIAL RAPPORTEUR ON THE INDEPENDENCE OF JUDGES AND LAWYERS FOR THEIR UPCOMING THEMATIC REPORT, THE GRASSROOTS JUSTICE NETWORK ORGANIZED SEVEN REGIONAL CONSULTATIONS AMONG NETWORK MEMBERS FROM 67 COUNTRIES. THE SPECIAL RAPPORTEUR'S REPORT, WHICH WAS PRESENTED TO THE UN GENERAL ASSEMBLY, FEATURED A NUMBER OF THE POINTS RAISED BY NETWORK MEMBERS THROUGH THESE CONSULTATIONS. 1259021 281395 PROGRAM 4: ENVIRONMENTAL JUSTICE 1173488 499599 PROGRAM 5: CITIZENSHIP 380259 167560 PROGRAM 6: HEALTH ACCOUNTABILITY 2812768 948554 9750493 1 1 0 1 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 1 1 1 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 26 0 1 47 1 0 1 KE 0 0 0 0 0 0 0 0 0 0 X 10 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA DE X X LEE BOYCE 2028881083 1616 P STREET NW 101 WASHINGTON DC 20036 VIVEK H MARU PRESIDENT & CEO 40.00 X X 160000 0 17611 RUTH LEVINE CHAIR 2.00 X X 0 0 0 SHARON JOHNSON SECRETARY 1.00 X X 0 0 0 CHETAN GULATI TREASURER 1.00 X X 0 0 0 BERNADETTE ATUAHENE DIRECTOR 1.00 X 0 0 0 MATTHEW A BROWN DIRECTOR 1.00 X 1500 0 0 RICKEN PATEL DIRECTOR 1.00 X 0 0 0 GREG POOLE DIRECTOR 1.00 X 0 0 0 JHODY POLK DIRECTOR 1.00 X 1500 0 0 SILAS SIAKOR DIRECTOR 1.00 X 2940 0 0 LEE BOYCE CHIEF FINANCIAL OFFICER 40.00 X 148816 0 26003 INDIRA SARMA COO 40.00 X 142357 0 46868 ERIN KITCHELL DIRECTOR, GLOBAL LEARNING 40.00 X 137364 0 21242 ELLIE FEINGLASS CO-DIR, NAMATI MOZAMBIQUE 40.00 X 137290 0 26227 HAWNYEA MOY DIRECTOR, GN 40.00 X 134536 0 20556 SUNYOUNG PARK DIRECTOR OF PARTNERSHIP 40.00 X 132500 0 13842 LAURA GOODWIN DIRECTOR, CITIZENSHIP 40.00 X 131409 0 20270 1130212 0 192619 17 0 1 0 0 1668144 12522980 5500 14191124 921201 921201 30846780 30701797 144983 144983 144983 OTHER INCOME 900099 508 508 508 15257816 0 0 1066692 1298795 1298795 7600 7600 2711676 2711676 547186 135982 401548 9656 4475448 2996262 1285933 193253 346364 236284 94870 15210 384557 268896 98270 17391 328554 207713 107392 13449 15991 9200 6791 44003 44003 43029 43029 967150 745142 208618 13390 16494 9988 6506 206515 129535 72262 4718 18259 6274 11985 122498 56991 61472 4035 886923 765705 94685 26533 60134 41191 12669 6274 53034 52546 488 50550 2795 47755 DUES & SUBSCRIPTIONS 204035 67918 129888 6229 OTHER 743 743 12789538 9750493 2685878 353167 79549 177544 35463854 37922895 832332 947478 2930 83722 194034 369774 266575 18333 103199 5532286 6618107 510069 424219 42520145 46390406 538464 643223 531394 514221 1069858 1157444 X 35244058 37362980 6206229 7869982 41450287 45232962 42520145 46390406 2468278 1314397 0 X X 0 1 X 1 0 X 8344206 10190531 37338497 14585303 14191124 84649661 8344206 10190531 37338497 14585303 14191124 84649661 23100078 61549583 124213 921201 1045414 1699 508 2207 85697282 0.71820 0.74240 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 1,699. 2023 AMOUNT: $ 508. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 61767 9041 70808 12662312 12733120 786656 196664 0 0 469019 567221 653593 786656 2476489 3714734 46183 47894 53556 70808 218441 117255 141805 163398 196664 619122 928683 46183 47894 48844 61767 204688 18942 3543 15399 350832 263032 87800 103199 ECHO STREET GOODCO SELECT II, LP 4305358 F FUNDSMITH SUSTAINABLE EQUITY FUND, L. P. 2312749 F 6618107 OPERATING ROU LIABILITY 514221 514221 X 16572213 1314397 1314397 15257816 0 15257816 12789538 0 12789538 0 12789538 PART X, LINE 2: NAMATI EVALUATED ITS UNCERTAINTY IN INCOME TAXES FOR THE YEAR ENDED DECEMBER 31, 2023, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS, AND THERE CURRENTLY NO AUDITS FOR ANY OPEN TAX PERIODS PENDING OR IN PROGRESS. PART XII, LINE 4B - OTHER ADJUSTMENTS: REVERSAL OF GRANT EXPENSES 1 SUB-SAHARAN AFRICA 0 0 GRANTMAKING 1901505 SOUTH AMERICA 0 0 GRANTMAKING 335819 EAST ASIA AND THE PACIFIC 0 0 GRANTMAKING 173974 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 GRANTMAKING 150000 NORTH AMERICA (WHICH INCLUDES CANADA AND MEXICO, BUT NOT THE U.S.) 0 0 GRANTMAKING 80574 SOUTH ASIA 0 0 GRANTMAKING 61803 RUSSIA AND THE NEWLY INDEPENDENT STATES 0 0 GRANTMAKING 8000 SUB-SAHARAN AFRICA 1 18 PROGRAM SERVICES CITIZENSHIP (KENYA), COMMUNITY LAND PROTECTION (SIERRA LEONE, KENYA), HEALTH (MOZAMBIQUE), GLOBAL NETWORK (KENYA, NIGERIA, GHANA, UGANDA, ZIMBABWE), GLOBAL PROGRAMS (KENYA, LIBERIA, SIERRA LEONE, MOZAMBIQUE ) 1529951 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 3 PROGRAM SERVICES GLOBAL NETWORK, CLP, GLOBAL PROGRAMS ( GERMANY, SPAIN, UNITED KINGDOM, SWEDEN, ITALY, PORTUGAL), 500081 EAST ASIA AND THE PACIFIC 1 10 PROGRAM SERVICES COMMUNITY LAND PROTECTION (BURMA, THAILAND), GLOBAL NETWORK & GLOBAL PROGRAMS (BURMA, PHILIPPINES, INDONESIA, SINGAPORE, THAILAND) 406573 NORTH AMERICA (WHICH INCLUDES CANADA AND MEXICO, BUT NOT THE U.S.) 0 0 PROGRAM SERVICES GLOBAL NETWORK, GLOBAL PROGRAMS (MEXICO, CANADA) 30854 SOUTH ASIA 0 2 PROGRAM SERVICES ENVIRONMENTAL JUSTICE (INDIA), GLOBAL NETWORK (BANGLADESH) 21686 SOUTH AMERICA 0 0 PROGRAM SERVICES GLOBAL NETWORK (ARGENTINA, BRAZIL, BOLIVIA, CHILE) 8748 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES GLOBAL NETWORK (EGYPT) 7200 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES GLOBAL NETWORK (GUATEMALA, TRINIDAD AND TOBAGO) 5382 1 18 1 15 2 33 4241626 980524 5222150 SUB-SAHARAN AFRICA COMMUNITY LAND PROTECTION 935005 WIRE TRANSFER 0 SOUTH AMERICA GLOBAL NETWORK 246068 WIRE TRANSFER 0 SUB-SAHARAN AFRICA COMMUNITY LAND PROTECTION 170561 WIRE TRANSFER 0 SUB-SAHARAN AFRICA RIGHT TO HEALTH 167560 WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND AND GREENLAND) GLOBAL NETWORK 150000 WIRE TRANSFER 0 SUB-SAHARAN AFRICA CITIZENSHIP 108392 WIRE TRANSFER 0 SUB-SAHARAN AFRICA CITIZENSHIP 106294 WIRE TRANSFER 0 SUB-SAHARAN AFRICA CITIZENSHIP 102328 WIRE TRANSFER 0 SUB-SAHARAN AFRICA CITIZENSHIP 99965 WIRE TRANSFER 0 SOUTH AMERICA GLOBAL NETWORK 89751 WIRE TRANSFER 0 SUB-SAHARAN AFRICA COMMUNITY LAND PROTECTION 87230 WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC COMMUNITY LAND PROTECTION 82256 WIRE TRANSFER 0 NORTH AMERICA GLOBAL NETWORK 80574 WIRE TRANSFER 0 SOUTH ASIA CITIZENSHIP 61803 WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC COMMUNITY LAND PROTECTION 45382 WIRE TRANSFER 0 SUB-SAHARAN AFRICA GLOBAL NETWORK 38191 WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC COMMUNITY LAND PROTECTION 32500 WIRE TRANSFER 0 SUB-SAHARAN AFRICA GLOBAL NETWORK 28188 WIRE TRANSFER 0 SUB-SAHARAN AFRICA COMMUNITY LAND PROTECTION 22854 WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC GLOBAL NETWORK 13836 WIRE TRANSFER 0 SUB-SAHARAN AFRICA COMMUNITY LAND PROTECTION 12319 WIRE TRANSFER 0 SUB-SAHARAN AFRICA COMMUNITY LAND PROTECTION 11804 WIRE TRANSFER 0 SUB-SAHARAN AFRICA CITIZENSHIP 10814 WIRE TRANSFER 0 RUSSIA AND THE NEWLY INDEPENDENT STATES GLOBAL NETWORK 8000 WIRE TRANSFER 0 24 0 0 0 0 0 0 PART I, LINE 2: NAMATI HAS DEVELOPED A GRANTMAKING POLICIES MANUAL, APPROVED BY ITS BOARD OF DIRECTORS THAT PROVIDES GUIDANCE FOR NAMATI STAFF FOR ENTERING INTO, MANAGING AND CLOSING OUT GRANT AGREEMENTS WITH ITS COUNTRY-BASED IMPLEMENTING PARTNERS. NAMATI AWARDS GRANTS TO PARTNER ORGANIZATIONS ON AN INVITATION-ONLY BASIS. PARTNER ORGANIZATIONS ARE SELECTED FROM AMONG THE MANY ORGANIZATIONS FAMILIAR TO NAMATI THAT ARE WORKING ON LEGAL EMPOWERMENT ISSUES. OFTENTIMES, NAMATI STAFFS HAVE ALREADY VISITED THE PARTNER ORGANIZATIONS AND HAVE HELD PLANNING SESSIONS WITH LEADERSHIP FROM THOSE ORGANIZATIONS BEFORE THEY ARE INVITED TO SUBMIT A FUNDING PROPOSAL. NAMATI'S SELECTION PROCESS INCLUDES A VETTING OF THE ORGANIZATION AND THEIR KEY PERSONNEL IN COMPLIANCE WITH U.S. ANTI-TERRORIST LAW AS WELL AS AN ASSESSMENT OF THE ORGANIZATION'S CAPACITY TO IMPLEMENT THE PROPOSED PROGRAM AND MANAGE THE GRANT FUNDS. NAMATI'S GRANT AGREEMENTS WITH RECIPIENT ORGANIZATIONS IDENTIFY THE NAMATI STAFF PERSON RESPONSIBLE FOR TECHNICAL OVERSIGHT FOR THE GRANT, ESTABLISHING PROGRAM OBJECTIVES AND DELIVERABLES AND CREATING PROGRESS AND FINANCIAL REPORTING FRAMEWORKS WITH DUE DATES. THESE GRANT AGREEMENTS CLEARLY STATE THAT NO ADDITIONAL FUNDING WILL BE TRANSFERRED TO THE RECIPIENT ORGANIZATION IF THE TERMS AND CONDITIONS OF THE GRANT ARE NOT MET. WITH REGARD TO IMPLEMENTATION, IN SEVERAL CASES NAMATI STAFF IS WORKING ALONGSIDE THE STAFF OF ITS IMPLEMENTING PARTNERS AND WILL HAVE ONGOING ACCESS TO THE PARTNER ORGANIZATION'S FINANCIAL RECORDS. ON OTHER OCCASIONS NAMATI STAFF VISITS ITS PARTNERS ON A REGULAR BASIS AND REVIEWS FINANCIAL RECORDS DURING THOSE VISITS, PER THE TERMS OF THE SUB-AGREEMENT BETWEEN THE TWO ORGANIZATIONS. NAMATI ALSO RECEIVES FINANCIAL REPORTS WITH BUDGET COMPARISONS ON A QUARTERLY OR SEMI-ANNUAL BASIS (ACCORDING TO THE TERMS OF INDIVIDUAL GRANT AGREEMENTS) AS WELL AS ANNUAL AUDIT REPORTS FROM ITS PARTNER ORGANIZATIONS. PART I, LINE 3: IN ACCORDANCE WITH IRS INSTRUCTIONS, ALL AMOUNTS REPORTED IN PARTS I AND II OF SCHEDULE F ARE REPORTED USING THE ACCRUAL BASIS OF ACCOUNTING WHICH IS THE SAME METHOD OF ACCOUNTING USED IN THE FINANCIAL STATEMENTS. X X X X 0 MICKEL ALEXANDER 27G TEAK CIRCULAR EL DORADO TD DONOR RESEARCH, PITCH DOCS, DONOR ANALYSIS, DONOR CULTIVATIO 0 0 21156 -21156 BLACK FOX PHILANTHROPY 121 BEACON STREET 5 BOSTON MA 02116 TARGETED DONOR OUTREACH 0 0 15000 -15000 TIMOTHY MILLAR 20 KNIGHTS MEADOW SOUTHHAMPTON UK PROPOSAL DRAFT, DONOR ANALYSIS AND REVIEW 0 0 6873 -6873 43029 -43029 CA 1 FUND FOR GLOBAL HUMAN RIGHTS 1301 CONNECTICUT AVE NW SUITE 500 WASHINGTON DC 20036 753029336 501(C)(3) 1000000 0 GLOBAL NETWORK CLEAN WATER FUND 1444 I STREET NW WASHINGTON DC 20005 521043444 501(C)(3) 145973 0 ENVIRONMENTAL JUSTICE EMPOWER DC 1419 V STREET NW WASHINGTON DC 20009 000000000 501(C)(3) 110122 0 ENVIRONMENTAL JUSTICE NEW YORK UNIVERSITY SCHOOL OF LAW 40 WASHINGTON SQ SOUTH NEW YORK NY 10012 135562308 501(C)(3) 25000 0 GLOBAL NETWORK MARYLAND NONPROFITS 1500 UNION AVE 2500 BALTIMORE MD 21211 521749231 501(C)(3) 7600 0 ENVIRONMENTAL JUSTICE BROWN GROVE PRESERVATION GROUP 621 ROBCURN DR RICHMOND VA 23223 921050989 501(C)(3) 7600 0 ENVIRONMENTAL JUSTICE 7 SUB GRANT 1 7600 PART I, LINE 2: NAMATI HAS DEVELOPED A GRANTMAKING POLICIES MANUAL, APPROVED BY ITS BOARD OF DIRECTORS THAT PROVIDES GUIDANCE FOR NAMATI STAFF FOR ENTERING INTO, MANAGING AND CLOSING OUT GRANT AGREEMENTS WITH ITS IMPLEMENTING PARTNERS. NAMATI AWARDS GRANTS TO PARTNER ORGANIZATIONS ON AN INVITATION-ONLY BASIS. PARTNER ORGANIZATIONS ARE SELECTED FROM AMONG THE MANY ORGANIZATIONS FAMILIAR TO NAMATI THAT ARE WORKING ON LEGAL EMPOWERMENT ISSUES. OFTENTIMES, NAMATI STAFFS HAVE ALREADY VISITED THE PARTNER ORGANIZATIONS AND HAVE HELD PLANNING SESSIONS WITH LEADERSHIP FROM THOSE ORGANIZATIONS BEFORE THEY ARE INVITED TO SUBMIT A FUNDING PROPOSAL. NAMATI'S SELECTION PROCESS INCLUDES A VETTING OF THE ORGANIZATION AND THEIR KEY PERSONNEL IN COMPLIANCE WITH U.S. ANTI-TERRORIST LAW AS WELL AS AN ASSESSMENT OF THE ORGANIZATION'S CAPACITY TO IMPLEMENT THE PROPOSED PROGRAM AND MANAGE THE GRANT FUNDS. NAMATI'S GRANT AGREEMENTS WITH RECIPIENT ORGANIZATIONS IDENTIFY THE NAMATI STAFF PERSON RESPONSIBLE FOR TECHNICAL OVERSIGHT FOR THE GRANT, ESTABLISHING PROGRAM OBJECTIVES AND DELIVERABLES AND CREATING PROGRESS AND FINANCIAL REPORTING FRAMEWORKS WITH DUE DATES. THESE GRANT AGREEMENTS CLEARLY STATE THAT NO ADDITIONAL FUNDING WILL BE TRANSFERRED TO THE RECIPIENT ORGANIZATION IF THE TERMS AND CONDITIONS OF THE GRANT ARE NOT MET. WITH REGARD TO IMPLEMENTATION, IN SEVERAL CASES NAMATI STAFF IS WORKING ALONGSIDE THE STAFF OF ITS IMPLEMENTING PARTNERS AND WILL HAVE ONGOING ACCESS TO THE PARTNER ORGANIZATION'S FINANCIAL RECORDS. ON OTHER OCCASIONS NAMATI STAFF VISITS ITS PARTNERS ON A REGULAR BASIS AND REVIEWS FINANCIAL RECORDS DURING THOSE VISITS, PER THE TERMS OF THE SUB-AGREEMENT BETWEEN THE TWO ORGANIZATIONS. NAMATI ALSO RECEIVES FINANCIAL REPORTS WITH BUDGET COMPARISONS ON A QUARTERLY OR SEMI-ANNUAL BASIS (ACCORDING TO THE TERMS OF INDIVIDUAL GRANT AGREEMENTS) AS WELL AS ANNUAL AUDIT REPORTS FROM ITS PARTNER ORGANIZATIONS. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 INDIRA SARMA COO 142357 0 0 0 0 0 15473 0 31395 0 189225 0 0 0 VIVEK H MARU PRESIDENT & CEO 160000 0 0 0 0 0 16000 0 1611 0 177611 0 0 0 LEE BOYCE CHIEF FINANCIAL OFFICER 148816 0 0 0 0 0 15076 0 10927 0 174819 0 0 0 ELLIE FEINGLASS CO-DIR, NAMATI MOZAMBIQUE 137290 0 0 0 0 0 13729 0 12498 0 163517 0 0 0 ERIN KITCHELL DIRECTOR, GLOBAL LEARNING 137364 0 0 0 0 0 13762 0 7480 0 158606 0 0 0 HAWNYEA MOY DIRECTOR, GN 134536 0 0 0 0 0 13410 0 7146 0 155092 0 0 0 LAURA GOODWIN DIRECTOR, CITIZENSHIP 131409 0 0 0 0 0 13154 0 7116 0 151679 0 0 0 PART I, LINE 1A DURING THE YEAR ENDED DECEMBER 31, 2023, ELLIE FEINGLASS, CO-DIR, NAMATI MOZAMBIQUE, RECEIVED REIMBURSEMENTS FOR FAMILY MEMBERS' AIRFARES AS PART OF HOME LEAVE. FORM 990, PART VI, SECTION B, LINE 11B NAMATI'S CHIEF FINANCIAL OFFICER WILL REVIEW THE DRAFT FEDERAL FORM 990 BEFORE MEETING WITH NAMATI'S PRESIDENT & CEO TO DISCUSS THE DRAFT. ONCE THE PRESIDENT & CEO IS SATISFIED WITH THE DRAFT, HE WILL EMAIL IT TO NAMATI'S BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST EXISTS WHENEVER THE INTERESTS OR CONCERNS OF ANY DIRECTOR OR OFFICER MAY BE SEEN AS COMPETING WITH THE BEST INTERESTS OF THE ORGANIZATION. THE PROCEDURES INCLUDE THE DISCLOSURE OF ALL CONFLICTS AND POTENTIAL CONFLICTS BY ALL INCUMBENT AND INCOMING DIRECTORS AND OFFICERS. POLICIES AND FORMS ARE DISTRIBUTED ANNUALLY AND EACH DIRECTOR AND OFFICER MUST SIGN AND AFFIRM THAT THEY HAVE READ, UNDERSTOOD, AND ARE COMPLYING WITH THE POLICY. THE FORM MUST LIST ANY OUTSIDE EMPLOYMENT OR CONSULTING WORK THAT COULD CONSTITUTE A CONFLICT, AND ANY BOARD MEMBERSHIP OR AFFILIATION WITH OTHER ORGANIZATIONS THAT COULD CONSTITUTE A CONFLICT. EACH DIRECTOR OR OFFICER MUST ALSO LIST HIS OR HER INVESTMENTS IN ANY CORPORATION, PARTNERSHIP, TRUST, OR FUND IN WHICH HE OR SHE, TOGETHER WITH MEMBERS OF HIS OR HER FAMILY, HAS DIRECTLY OR INDIRECTLY A GREATER THAN 35% OWNERSHIP INTEREST, REGARDLESS OF WHETHER SUCH INVESTMENTS COULD CONSTITUTE A CONFLICT. NO DIRECTOR OR OFFICER MAY BE PRESENT FOR A VOTE BY THE BOARD OF DIRECTORS ON ANY DECISION OR ACTION BY NAMATI WHICH WOULD DIRECTLY OR INDIRECTLY BENEFIT SUCH DIRECTOR OR OFFICER. FORM 990, PART VI, SECTION B, LINE 15 NAMATI'S PROCESS FOR RECOMMENDING COMPENSATION FOR NAMATI'S PRESIDENT & CEO AND DIRECTOR-LEVEL POSITIONS CONSISTS OF CONDUCTING MARKET RESEARCH OF SIMILAR POSITIONS AT SIMILAR ORGANIZATIONS THROUGH SEVERAL MEANS AS WELL AS DOCUMENTING THE SALARY HISTORY OF THE INDIVIDUAL PROPOSED FOR THE POSITION. NAMATI PARTICIPATES IN THIS SURVEY ANNUALLY. FOR THE DIRECTOR-LEVEL POSITIONS, THIS INFORMATION IS SUBMITTED TO NAMATI'S PRESIDENT & CEO AND COO WHO REVIEW THE INFORMATION AND DETERMINE THE APPROPRIATE SALARY. THIS IS THEN EXTENDED AS A SALARY OFFER TO THE CANDIDATE. THE SALARY SURVEY IS PRODUCED BY HUMENTUM AND THE SURVEY INCLUDES COMPENSATION INFORMATION FOR ALL LEVELS OF STAFFING. FORM 990, PART VI, SECTION C, LINE 19 NAMATI MAKES THE ORGANIZING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2B: NAMATI, INC. AND NAMATI KENYA'S OPERATIONS ARE COMBINED IN THIS ANNUAL RETURN. NAMATI KENYA IS A FOREIGN OFFICE OF NAMATI, INC. IT WAS REQUIRED TO BE REGISTERED UNDER KENYA'S REGULATIONS AND IS DISCLOSED AS SUCH IN NAMATI'S CONSOLIDATED FINANCIAL STATEMENTS. ALL OF ITS ACTIVITIES HAVE BEEN INCLUDED IN THIS ANNUAL RETURN WITH NAMATI, INC. AND REPORTED AS ONE COMBINED ENTITY.