2024-11-12T13:13:56-06:00 2023-12-31 910189318 MOSS ADAMS LLP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990 2023-01-01 843862754 EXPENSIFYORG EXPE 4154217555 88 KEARNY STREET 1600 SAN FRANCISCO CA 94104 COLE EASON SECRETARY 4154217555 2024-11-11 1 1 QI WEN LIANG P01270238 4159561500 2024-11-07 2023 2024-10-15 13:58:12Z RYAN SCHAFFER 88 KEARNY STREET 1600 SAN FRANCISCO CA 94104 522096 0 X HTTPS://WWW.EXPENSIFY.ORG/ X 2019 DE TO EMPOWER INDIVIDUALS AND COMMUNITIES TO ELIMINATE INJUSTICE AROUND THE WORLD BY MAKING GIVING AND VOLUNTEERING MORE CONVENIENT, MEANINGFUL, AND COLLABORATIVE. 3 3 0 18 0 0 2423425 522096 0 0 0 0 0 0 2423425 522096 91543 7976 0 0 0 0 0 0 0 158689 182518 250232 190494 2173193 331602 5569990 5893092 8500 0 5561490 5893092 TO EMPOWER INDIVIDUALS AND COMMUNITIES TO MAXIMIZE GENEROSITY AROUND THE WORLD BY CONNECTING DONORS AND VOLUNTEERS WITH THE REAL-WORLD EFFECTS OF THEIR DONATIONS AND VOLUNTEER EFFORTS TO INCREASE TRUST, EMOTIONAL CONNECTION, AND CONVENIENCE IN ALL CHARITABLE ACTIVITIES. 0 0 37575 7976 IN 2023 WE CONTINUED OUR ONGOING SUPPORT FOR COMMUNITIES WHO EXPERIENCE FOOD INSECURITY AND WHO ALSO OFTEN FACE THE TOUGHEST BURDENS TAKING TIME OFF TO GET VACCINATED. WE CONTINUE TO SEE THIS INJUSTICE ACROSS COMMUNITIES IN THE US WHERE FAMILIES DO NOT KNOW WHERE THEIR NEXT MEAL WILL COME FROM. OUR SNAP-VAX CAMPAIGN CONTINUES TO DIRECTLY SUPPORT THESE FAMILIES AND EASING SOME OF THEIR BURDENS. WE PROVISION ONE TIME GRANTS FOR THOSE ENROLLED IN THE US FOOD BENEFITS SNAP PROGRAM BY ASSISTING WITH THEIR FOOD GROCERIES SHOPPING. IN 2023, OVER 150 GRANTS WERE APPROVED AND PAID TOWARDS LEGITIMATE FOOD EXPENSES. 37575 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 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 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN VA WV WI X MICHAEL WARD 4154217555 88 KEARNY STREET 1600 SAN FRANCISCO CA 94104 X DAVID BARRETT PRESIDENT & DIRECTOR 0.10 X X 0 0 0 RYAN SCHAFFER CHAIRMAN & DIRECTOR 0.10 X X 0 0 0 COLE EASON SECRETARY & DIRECTOR 0.10 X X 0 0 0 STEFANIE STAVRI TREASURER 0.10 X 0 0 0 0 0 0 0 0 0 0 0 363143 158953 522096 522096 0 0 0 7976 7976 48929 48929 103100 103100 19875 19875 10 10 410 410 CONTRIBUTION PROCESSING 9724 9724 LICENSES AND PERMITS 470 470 190494 37575 152919 0 5518136 5881459 37038 14816 11633 5569990 5893092 8500 0 8500 0 X 5561490 5893092 5561490 5893092 5569990 5893092 331602 0 X 0 1 X 1 0 X 272473 3706652 2423425 522096 6924646 272473 3706652 2423425 522096 6924646 6110416 814230 6924646 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 190494 190494 38099 9525 0 0 74116 50046 38099 162261 243392 18529 12512 9525 40566 60849 0 X 522096 0 522096 0 522096 215390 24896 24896 190494 0 190494 PART X, LINE 2: EXPENSIFY.ORG RECEIVED DETERMINATIONS FROM THE INTERNAL REVENUE SERVICE AND THE STATE OF CALIFORNIA RECOGNIZING IT AS AN ORGANIZATION EXEMPT FROM FEDERAL AND STATE INCOME TAX, RESPECTIVELY, AND, EXCEPT FOR TAXES ON UNRELATED BUSINESS INCOME, IS NOT SUBJECT TO TAXES ON INCOME. CURRENTLY, EXPENSIFY.ORG DOES NOT HAVE ANY ACTIVITIES SUBJECT TO UNRELATED BUSINESS INCOME TAXES. IF TAXABLE ACTIVITIES WERE CONDUCTED, EXPENSIFY.ORG WOULD RECORD INCOME TAXES USING THE LIABILITY METHOD, UNDER WHICH DEFERRED TAX ASSETS AND LIABILITIES ARE DETERMINED BASED ON THE DIFFERENCES BETWEEN THE FINANCIAL ACCOUNTING AND TAX BASES OF ASSETS AND LIABILITIES. DEFERRED TAX ASSETS OR LIABILITIES AT THE END OF EACH PERIOD ARE DETERMINED USING THE CURRENTLY ENACTED TAX RATE EXPECTED TO APPLY TO TAXABLE INCOME IN THE PERIODS THAT THE DEFERRED TAX ASSET OR LIABILITY IS EXPECTED TO BE REALIZED OR SETTLED. EXPENSIFY.ORG RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS, ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. AT DECEMBER 31, 2023, THERE WERE NO SUCH UNCERTAIN TAX POSITIONS. THE ORGANIZATION'S RETURNS FOR THE TAX YEARS ENDED DECEMBER 2021 THROUGH DECEMBER 2023 REMAIN OPEN TO EXAMINATION. EXPENSIFY.ORG RECOGNIZES INTEREST AND PENALTIES RELATED TO INCOME TAX MATTERS IN OPERATING EXPENSES. THE ORGANIZATION HAS NOT RECOGNIZED ANY INTEREST AND PENALTIES RELATED TO INCOME TAX MATTERS AS OF AND FOR THE YEAR ENDED DECEMBER 31, 2023. 1 SNAP 167 7768 TEACHERS UNITE 8 208 PART I, LINE 2: THE ORGANIZATION REQUIRES INDIVIDUALS TO PROVIDE PROOF OF VACCINATION, AS WELL AS SHARE A RECEIPT THAT INCLUDES A SUMMARY OF SNAP BENEFITS USED. THE ELIGIBILITY REQUIREMENTS ARE AS FOLLOWS: - AN INDIVIDUAL OR HOUSEHOLD WHO RECEIVES SNAP/EBT BENEFITS - HAS A US BANK ACCOUNT - IS AT LEAST 18 YEARS OLD ADDITIONAL INFORMATION CAN BE FOUND AT HTTPS://WWW.EXPENSIFY.ORG/SNAP-VAX. FUNDS ARE PROVIDED BASED ON THE ORDER SUBMISSIONS ARE RECEIVED. ELIGIBLE EXPENSES FOR OTHER FUNDING CATEGORIES ARE AVILABLE VIA THE EXPENSIFY.ORG WEBSITE. FORM 990, PART VI, SECTION A, LINE 2 EXPENSIFY.ORG'S DIRECTORS AND OFFICERS, WHO ALL SERVE WITHOUT COMPENSATION, ARE ALSO EMPLOYEES OF EXPENSIFY.INC. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO THE GOVERNING BOARD FOR REVIEW PRIOR TO FILING WITH THE IRS FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, EACH CORPORATE OFFICER, THE TOP MANAGEMENT OFFICIAL, THE TOP FINANCIAL OFFICIAL, AND EACH KEY EMPLOYEE OF THE CHARITY SIGN A CONFLICT OF INTEREST POLICY. ALL SUCH STATEMENTS BY DIRECTORS AND OFFICERS SHALL BE FILED WITH THE MINUTES OF THE MEETINGS OF THE BOARD OR COMMITTEE; STATEMENTS BY OTHERS SHALL BE RETAINED IN THEIR PERSONNEL FILES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. EXPENSIFY INC 88 KEARNEY STREET SUITE 1600 SAN FRANCISCO CA 94108 270239450 SOFTWARE COMPANY - EXPENSE MANAGEMENT SYSTEM DE N/A C 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0