2024-05-08T15:58:16-05:00 2023-06-30 930900579 MCDONALD JACOBS PC 121 SW SALMON ST STE 1100 PORTLAND OR 97204 990 2022-07-01 813791683 CODE FOR SCIENCE & SOCIETY INC CODE 5033831281 3439 SE HAWTHORNE BLVD 247 PORTLAND OR 97214 KEITH CHRESTON CHIEF FINANCIAL OFFICER 5103015535 2024-05-07 1 KEITH CHRESTON XXX-XX-XXXX 0 SANG AHN P00540880 5032270581 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DANIELLE ROBINSON 3439 SE HAWTHORNE BLVD 247 PORTLAND OR 97214 17043407 0 X WWW.CODEFORSOCIETY.ORG X 2016 OR CODE FOR SCIENCE AND SOCIETY, INC. IS ORGANIZED TO ADVANCE THE POWER OF DATA TO IMPROVE LIVES. 7 6 39 60 0 0 6887823 15357666 684410 1400268 0 285473 0 0 7572233 17043407 279397 601802 0 0 2571431 4806032 0 0 646297 1927011 4327556 4777839 9735390 2794394 7308017 7555592 15061411 253012 408855 7302580 14652556 X CODE FOR SCIENCE AND SOCIETY, INC. IS ORGANIZED TO ADVANCE THE POWER OF DATA TO IMPROVE THE SOCIAL AND ECONOMIC LIVES OF ALL PEOPLE THROUGH PUBLIC EDUCATION, SCIENTIFIC RESEARCH, AND TECHNOLOGY DEVELOPMENT AND DEPLOYMENT. 0 0 7571685 573802 961656 FISCAL SPONSORSHIP PROGRAM: ESTABLISHED IN 2017, THE FISCAL SPONSORSHIP PROGRAM SUPPORTS COMMUNITY-LED RESEARCH, EDUCATION, AND TECHNOLOGY PROJECTS WORKING IN THE PUBLIC INTEREST. THE PROGRAM IS HOME TO OPEN SOURCE SOFTWARE PRACTITIONERS, RESEARCH TEAMS, TECHNICAL COMMUNITIES OF PRACTICE, AND ADVOCATES FOR COMMUNITY-CENTERED FUTURES IN RESEARCH AND TECHNOLOGY. THE FISCAL SPONSORSHIP GREW TO SUPPORT 15 PROJECTS, ADDING THREE NEW PROJECTS IN 2022/2023. (CONTINUED ON SCHEDULE O) MANY OF THE PROJECTS ALREADY IN THE FISCAL SPONSORSHIP PROGRAM SAW SIGNIFICANT INCREASES IN GRANT AND CONTRACT REVENUE, LEADING TO INCREASED PROGRAM ACTIVITIES AND IMPROVED PROJECT SUSTAINABILITY THROUGH REVENUE DIVERSITY. THE INCREASE IN FUNDING AND ACTIVITIES IN THE FISCAL SPONSORSHIP PROGRAM EXPANDS OUR REACH ACROSS COMMUNITIES LEVERAGING EDUCATION, DATA, RESEARCH, AND TECHNOLOGY IN THE PUBLIC INTEREST. READ MORE ABOUT THIS PROGRAM: HTTPS://WWW.CODEFORSOCIETY.ORG/FSP 578231 28000 438612 COLLABORATIVE COMMUNITIES PROGRAM: WE ENVISION A FUTURE WHERE OPEN RESEARCH, DATA, AND TECHNOLOGY EFFECTIVELY WORK TOWARDS EQUITABLE DISTRIBUTION OF RESOURCES, KNOWLEDGE, AND POWER. WORK IN OUR COLLABORATIVE COMMUNITIES PROGRAM INVESTS IN SOCIAL AND ORGANIZATIONAL INFRASTRUCTURE AS A CRITICAL FOUNDATION FOR EFFECTIVE RESEARCH AND TECHNOLOGY INITIATIVES. WE DEVELOP STRUCTURES FOR PARTICIPATORY GRANTMAKING, COMMUNITIES OF PRACTICE, AND PEER-LEARNING TO SUPPORT EFFECTIVE RESEARCH AND TECHNOLOGY. (CONTINUED ON SCHEDULE O) IN 2022/20223 WE CONTINUED TO GROW INVESTMENTS IN COMMUNITIES OF PRACTICE THROUGH PARTICIPATORY AND COMMUNITY-CENTERED GRANTMAKING VIA THE EVENT FUND. THIS FUND IS A COMMUNITY-GOVERNED FUNDING PROGRAM THAT SUPPORTS DATA SCIENCE COMMUNITIES OF PRACTICE AROUND THE WORLD WITH SMALL GRANTS AND COHORT-BASED SKILL-BUILDING. WE ALSO CONTINUED SERVICES TO SUPPORT TECHNOLOGY AND DATA INFRASTRUCTURE DEVELOPMENT IN THE DIGITAL INFRASTRUCTURE INCUBATOR PROGRAM. THIS PROJECT INCUBATOR BRIDGES THE GAP BETWEEN RESEARCH AND PRACTICE AND IS SPECIFIC TO THE CHALLENGES OF SUSTAINING INFRASTRUCTURAL PUBLIC INTEREST TECHNOLOGY. IN 2022/2023 WE LAUNCHED NEW WORK CENTERED ON DEVELOPING AND SUPPORTING COMMUNITIES OF PRACTICE WORKING ON CLIMATE-SENSITIVE INFECTIOUS DISEASE. WE CONTINUED TO HOST IN PERSON AND VIRTUAL SPACES FOR LEARNING AND SHARING ACROSS RESEARCH, DATA, AND TECHNOLOGY COMMUNITIES. 8149916 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 35 0 39 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR CA CO MD MA NY X X KEITH CHRESTON 5103015535 3439 SE HAWTHORNE BLVD 247 PORTLAND OR 97214 TIMNIT GEBRU DIRECTOR AND PROGRAM EXEC 40.00 X 177250 0 6549 KAITLIN THANEY DIRECTOR AND PROGRAM EXEC 40.00 X 172250 0 14760 KARI JORDAN BOARD CHAIR 1.00 X X 0 0 0 JOCHAI BEN-AVIE DIRECTOR 1.00 X 0 0 0 JOHNATHAN CAIN BOARD VICE-CHAIR 1.00 X 0 0 0 SHANNON DOSEMAGEN DIRECTOR 1.00 X 0 0 0 CORMEKKI WHITLEY DIRECTOR 1.00 X 0 0 0 ELIZABETH EAGEN DIRECTOR 1.00 X 0 0 0 DANIELLE ROBINSON PHD EXECUTIVE DIRECTOR 40.00 X 149612 0 15245 JOE HAND SR DIRECTOR OF OPERATIONS 40.00 X 118986 0 11803 KEITH CHRESTON CFO AND SECRETARY 24.00 X 93810 0 0 ZACHARY BIALECKI LEAD FRONT-END DEVELOPER 40.00 X 126895 0 8277 DYLAN BAKER RESEARCHER/ENGINEER 40.00 X 104500 0 10488 RICHARD DUNKS DIRECTOR OF RESEARCH 40.00 X 111750 0 5571 ALEXIA HANNA DIRECTOR OF RESEARCH 40.00 X 158650 0 13570 CHRISTOPHER HOLDGRAF PROGRAM EXECUTIVE 40.00 X 153000 0 64 1366703 0 86327 10 0 1 0 ELIFE SCIENCES PUB LTD WESTBROOK CTR MILTON RD CAMBRIDGE UK CB41YG PROGRAM CONSULTING 190000 MICHELLE BARKER 69 WIRRAH CLOSE BAYVIEW HTS CAIRNS QLD AS 4868 PROGRAM CONSULTING 121203 SARAH GIBSON SOFTWARE CONS 89 MANDERVILLE CT LONDON UK E4 8JD PROGRAM CONSULTING 117100 GEORGIANA DOLOCAN SAT CRIMPOIA COMUNA CRIMPOIA RO 237100 PROGRAM CONSULTING 116604 DAMIAN AVILA FRAY MAMERTO ESQUIU 533 1F CIUDAD DE CORDOBA CORDOBA AR CP 5000 PROGRAM CONSULTING 115000 5 15357666 15357666 SCIENTIFIC & TECHNICAL 611710 1400268 1400268 1400268 285473 285473 17043407 1400268 0 285473 X 338556 338556 9166 9166 254080 254080 912089 470740 364516 76833 3253914 2826751 221611 205552 71719 61605 5440 4674 194006 163255 21851 8900 374304 301902 47270 25132 29997 19002 10995 42747 42747 3566868 3138282 132606 295980 14121 12806 1315 58447 43466 11880 3101 259183 228553 20878 9752 251997 202310 35246 14441 33086 32686 400 36562 21165 13465 1932 HOSTED PROGRAM EVENT CO 32315 26595 5720 MISCELLANEOUS PROGRAM 937 937 FOREIGN EXCHANGE LOSS -2267 -2347 80 3563 406 3157 9735390 8149916 939177 646297 6035438 1650803 10770952 1495623 2620803 24531 18853 7555592 15061411 168911 375102 84101 7000 26753 253012 408855 X 493319 1288067 6809261 13364489 7302580 14652556 7555592 15061411 X 7308017 31959 10000 X X 0 1 X 1 0 X 1655748 2911019 5665972 6887823 15357666 32478228 1655748 2911019 5665972 6887823 15357666 32478228 8365076 24113152 285473 285473 32763701 2633853 0.73600 0.55210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 17075366 31959 31959 17043407 0 17043407 9725390 0 9725390 10000 10000 9735390 PART X, LINE 2: THE ORGANIZATION FOLLOWS THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ACCORDING TO FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740 ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT EVALUATED CSS'S TAX POSITIONS AND CONCLUDED THAT CSS HAD MAINTAINED ITS TAX-EXEMPT STATUS AND HAD NOT TAKEN UNCERTAIN TAX POSITIONS THAT REQUIRED ADJUSTMENT TO THE FINANCIAL STATEMENTS. PART XII, LINE 4B - OTHER ADJUSTMENTS: RETURN OF PRIOR YEAR GRANTS 10,000. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTMAKING 233080 SOUTH AMERICA 0 0 GRANTMAKING 14000 SUB-SAHARAN AFRICA 0 0 GRANTMAKING 7000 EAST ASIA AND THE PACIFIC 0 2 GRANTMAKING PROGRAM MANAGEMENT, CONSULTING, AND EVENT FACILITATION 220655 CENTRAL AMERICA AND THE CARIBBEAN 0 2 PROGRAM SERVICE PROGRAM MANAGEMENT, CONSULTING, AND EVENT FACILITATION 29589 EUROPE (INCLUDING ICELAND & GREENLAND) 0 49 PROGRAM SERVICE PROGRAM MANAGEMENT, CONSULTING, AND EVENT FACILITATION 1619359 MIDDLE EAST AND NORTH AFRICA 0 1 PROGRAM SERVICE PROGRAM MANAGEMENT, CONSULTING, AND EVENT FACILITATION 10350 NORTH AMERICA (CANADA AND MEXICO BUT NOT U.S.) 0 16 PROGRAM SERVICE PROGRAM MANAGEMENT, CONSULTING, AND EVENT FACILITATION 313572 SOUTH AMERICA 0 19 PROGRAM SERVICE PROGRAM MANAGEMENT, CONSULTING, AND EVENT FACILITATION 345470 SOUTH ASIA 0 5 PROGRAM SERVICE PROGRAM MANAGEMENT, CONSULTING, AND EVENT FACILITATION 51600 SUB-SAHARAN AFRICA 0 18 PROGRAM SERVICE PROGRAM MANAGEMENT, CONSULTING, AND EVENT FACILITATION 288118 0 70 0 42 0 112 2447605 685188 3132793 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM PROGRAMMATIC SUPPORT 228131 WIRE TRANSFER 0 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, DIGITAL INFRASTRUCTURE INCUBATOR AWARD 7000 WIRE TRANSFER 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, DIGITAL INFRASTRUCTURE INCUBATOR AWARD 7000 WIRE TRANSFER 0 SOUTH AMERICA DIGITAL INFRASTRUCTURE INCUBATOR AWARD 7000 WIRE TRANSFER 0 4 0 0 0 0 0 0 PART I, LINE 2: THOROUGH DUE DILIGENCE IS CONDUCTED IN ADVANCE OF FUNDING TO DETERMINE WHETHER A RECIPIENT WILL BE AN APPROPRIATE GRANTEE. POTENTIAL RECIPIENTS ARE REQUIRED TO PROVIDE PROOF OF TAX STATUS AND/OR REGISTRATION DOCUMENTS AND THEIR ORGANIZATIONAL DOCUMENTS. ALL GRANTEES ARE NOTIFIED OF THE TERMS AND CONDITIONS OF EACH GRANT SHOULD IT BE AWARDED AND GRANTEES INDICATE ACCEPTANCE BY SIGNATURE. ALL INTERNATIONAL GRANTS ARE RESTRICTED TO A CLEARLY DEFINED CHARITABLE PURPOSE. PART III ACCOUNTING METHOD: 1 COMMUNITY INITATIVES 1000 BROADWAY STE 480 OAKLAND CA 94607 943255070 501(C)(3) 331556 0 PROGRAMMATIC SUPPORT APPROPEDIA FOUNDATION PO BOX 1083 ARCADIA CA 95518 208982657 501(C)(3) 7000 0 DIGITAL INFRASTRUCTURE INCUBATOR AWARD 2 0 GENERAL SUPPORT 2 9166 PART I, LINE 2: THOROUGH DUE DILIGENCE IS CONDUCTED IN ADVANCE OF FUNDING TO DETERMINE WHETHER A RECIPIENT WILL BE AN APPROPRIATE GRANTEE. FOR SUBSTANTIAL GRANTS THAT FUND SPECIFIC PROJECTS, RECIPIENTS REPORT USES OF CHARITABLE FUNDS AS THEY OCCUR. X X X X 0 0 0 0 0 0 0 0 0 KAITLIN THANEY DIRECTOR AND PROGRAM EXEC 172250 0 0 0 0 0 6890 0 7870 0 187010 0 0 0 TIMNIT GEBRU DIRECTOR AND PROGRAM EXEC 177250 0 0 0 0 0 6485 0 64 0 183799 0 0 0 ALEXIA HANNA DIRECTOR OF RESEARCH 158650 0 0 0 0 0 5837 0 7733 0 172220 0 0 0 DANIELLE ROBINSON PHD EXECUTIVE DIRECTOR 149612 0 0 0 0 0 6781 0 8464 0 164857 0 0 0 CHRISTOPHER HOLDGRAF PROGRAM EXECUTIVE 153000 0 0 0 0 0 0 0 64 0 153064 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S TAX ACCOUNTANTS PREPARE FORM 990 FOR REVIEW BY THE BOARD OF DIRECTORS AND SENIOR MANAGEMENT. THE FINAL FORM 990 IS DISTRIBUTED TO ALL BOARD MEMBERS FOR THEIR REVIEW AND COMMENT BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C AT THE BOARD MEETING DURING WHICH A NEW OFFICER OR DIRECTOR IS ELECTED, HE/SHE IS ASKED TO SIGN THE CONFLICT OF INTEREST POLICY FORMS PREPARED BY OUR ATTORNEY. AT THE ANNUAL MEETING, ALL DIRECTORS UPDATE THEIR FORMS FOR THE FOLLOWING YEAR. IF A CONFLICT ARISES, THE BOARD WILL DETERMINE THE APPROPRIATE COURSE OF ACTION AS PROVIDED IN THE CONFLICT OF INTEREST POLICY. THIS WILL INCLUDE REQUIRING DIRECTORS WITH CONFLICTS TO ABSTAIN FROM VOTING ON TRANSACTIONS WITH WHICH THEY MAY HAVE A CONFLICT, AND BOARD DELIBERATIONS TO DECIDE WHETHER TO ENTER IN TO A TRANSACTION, AND IF SO, TO ENSURE THAT THE TERMS OF THE TRANSACTION ARE REASONABLE. FORM 990, PART VI, SECTION B, LINE 15 PURSUANT TO ITS EXECUTIVE COMPENSATION POLICY, THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION ARRANGEMENTS OF THE CHIEF EXECUTIVE OFFICER, THE CHIEF FINANCIAL OFFICER (OR ANY PERSON PERFORMING THE FUNCTIONS OF THE CHIEF EXECUTIVE OFFICER OR CHIEF FINANCIAL OFFICER, REGARDLESS OF TITLE), AND ANY EMPLOYEE WHOSE TOTAL ANNUAL COMPENSATION EXCEEDS $150,000, TO DETERMINE THAT THE ARRANGEMENTS ARE REASONABLE. IN MAKING THAT DETERMINATION, THE BOARD MAY CONSIDER THE FOLLOWING FACTORS, AMONG OTHERS: COMPENSATION LEVELS PAID BY SIMILARLY SITUATED ORGANIZATIONS FOR FUNCTIONALLY COMPARABLE POSITIONS; THE AVAILABILITY OF SIMILAR SERVICES IN THE GEOGRAPHIC AREA; INDEPENDENT COMPENSATION SURVEYS COMPILED BY INDEPENDENT FIRMS; ACTUAL WRITTEN OFFERS FROM SIMILAR INSTITUTIONS COMPETING FOR THE PERSON'S SERVICES. THESE DETERMINATIONS ARE MADE AT THE TIME OF HIRE, WHEN COMPENSATION IS MODIFIED, OR AT TERMINATION, AND ARE DOCUMENTED CONTEMPORANEOUSLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST DURING REGULAR BUSINESS HOURS AND WHEN APPROPRIATE STAFF IS AVAILABLE. IN ADDITION, THE ORGANIZATION'S FORM 990 IS ALSO AVAILABLE UPON REQUEST AND AT WEBSITES SUCH AS GUIDESTAR AS SOON AS REASONABLE PRACTICABLE AFTER FILING WITH THE IRS. FORM 990, PART IX, LINE 11G PROGRAM CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 2,882,084. MANAGEMENT AND GENERAL EXPENSES 21,425. FUNDRAISING EXPENSES 275,763. TOTAL EXPENSES 3,179,272. ADMINSTRATIVE CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 112,692. MANAGEMENT AND GENERAL EXPENSES 91,473. FUNDRAISING EXPENSES 11,539. TOTAL EXPENSES 215,704. HR AND PAYROLL ADMINISTATION: PROGRAM SERVICE EXPENSES 93,160. MANAGEMENT AND GENERAL EXPENSES 12,887. FUNDRAISING EXPENSES 6,690. TOTAL EXPENSES 112,737. COMMUNICATIONS SERVICES: PROGRAM SERVICE EXPENSES 50,346. MANAGEMENT AND GENERAL EXPENSES 6,821. FUNDRAISING EXPENSES 1,988. TOTAL EXPENSES 59,155. FORM 990, PART XI, LINE 9: RETURN OF PRIOR YEAR GRANTS 10,000. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.