2024-11-15T22:44:48-06:00 2023-12-31 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 245 PARK AVENUE 12TH FLOOR NEW YORK NY 10167 990 2023-01-01 833388563 CONSTRUCTIVE DIALOGUE INSTITUTE INC CONS 8888140006 244 MADISON AVENUE 1098 NEW YORK NY 10016 CAROLINE MEHL EXECUTIVE DIRECTOR 8888140006 2024-11-15 1 1 EVA MRUK P00543254 2122862600 2024-11-15 2023 2024-10-15 13:58:12Z CAROLINE MEHL 244 MADISON AVENUE 1098 NEW YORK NY 10016 1333282 0 X HTTPS://CONSTRUCTIVEDIALOGUE.ORG/ X 2019 NY THE CONSTRUCTIVE DIALOGUE INSTITUTE'S MISSION IS TO EQUIP THE NEXT GENERATION OF AMERICANS WITH THE MINDSET AND SKILL SET TO ENGAGE IN DIALOGUE ACROSS DIFFERENCES. 4 3 12 20 0 0 3665020 884365 192928 354929 6410 42198 51530 51790 3915888 1333282 0 0 0 0 1723145 1917695 0 0 205756 465123 518904 2188268 2436599 1727620 -1103317 3772649 2679188 117118 126974 3655531 2552214 X THE CONSTRUCTIVE DIALOGUE INSTITUTE'S MISSION IS TO EQUIP THE NEXT GENERATION OF AMERICANS WITH THE MINDSET AND SKILL SET TO ENGAGE IN DIALOGUE ACROSS DIFFERENCES. 0 0 1299616 253829 EDUCATIONAL TOOLS: CDI DEVELOPS RESEARCH-BASED EDUCATIONAL TOOLS, RESOURCES, AND FRAMEWORKS TO EQUIP SCHOOLS, UNIVERSITIES, AND WORKPLACES WITH A SHARED LANGUAGE AND PRACTICAL SET OF SKILLS TO BUILD INCLUSIVE CULTURES AND ENGAGE CONSTRUCTIVELY ACROSS DIFFERENCES. WE OFFER DIFFERENT VERSIONS OF OUR TOOLS THAT ARE TAILORED TO THE VARIOUS AUDIENCES WE SERVE. OUR PRIMARY OFFERING, PERSPECTIVES, IS A BLENDED LEARNING PROGRAM THAT DISTILLS RIGOROUS BEHAVIORAL SCIENCE RESEARCH INTO PRACTICAL SKILLS THAT HELP IMPROVE LEARNERS' COMMUNICATION, SENSE OF BELONGING, AND OPENNESS TO DIVERSE PERSPECTIVES. TO DATE, MORE THAN 100,000 LEARNERS HAVE COMPLETED PERSPECTIVES. 387187 4250 RESEARCH AND THOUGHT LEADERSHIP: AS A RESEARCH-FOCUSED ORGANIZATION, CDI IS COMMITTED TO CONDUCTING RIGOROUS ACADEMIC RESEARCH ON AN ONGOING BASIS TO EVALUATE THE EFFECTIVENESS OF OUR PRODUCTS. IN 2022, CDI COMPLETED TWO RANDOMIZED CONTROLLED TRIALS (RCTS) TO MEASURE THE EFFICACY OF THE PERSPECTIVES BLENDED LEARNING PROGRAM. BOTH RCTS DEMONSTRATED THAT PERSPECTIVES LEADS TO STATISTICALLY SIGNIFICANT IMPROVEMENTS IN INTELLECTUAL HUMILITY, AFFECTIVE POLARIZATION, AND CONFLICT RESOLUTION SKILLS.THE ORGANIZATION ALSO CONDUCTS AND DISSEMINATES ORIGINAL RESEARCH TO CONTRIBUTE TO THE FIELD OF BRIDGE-BUILDING AND CONSTRUCTIVE DIALOGUE. OUR RESEARCH HAS APPEARED IN 7 PEER-REVIEWED ACADEMIC JOURNAL ARTICLES, AND WE HAVE PUBLISHED 7 WHITE PAPERS. 306506 96850 TRAININGS AND WORKSHOPS: TO COMPLEMENT OUR ONLINE EDUCATIONAL TOOLS, WE ALSO OFFER LIVE TRAININGS AND WORKSHOPS TO TEACH THE SKILLS AND CONCEPTS OF CONSTRUCTIVE DIALOGUE. WE OFFER VARIOUS TRAININGS GEARED TOWARDS DIFFERENT STAKEHOLDERS ON COLLEGE CAMPUSES THAT RANGE IN DURATION AND FOCUS. OUR TRAININGS INCLUDE (A) A LEADERSHIP INSTITUTE FOR COLLEGE PRESIDENTS AND THEIR KEY STAFF TO LEARN CULTURE CHANGE PRACTICES TO IMPROVE PLURALISM AND DIALOGUE ON THEIR CAMPUSES; (B) A DAYLONG TRAINING TO PROVIDE HIGHER ED ADMINISTRATORS WITH BEST PRACTICES FOR RESPONDING TO LARGE-SCALE CONFLICTS ON CAMPUS AND FOR REBUILDING TRUST AND COMMUNITY IN THE AFTERMATH OF A RUPTURE; (C) A 20-HOUR CERTIFICATION PROGRAM TO EQUIP STUDENT-FACING STAFF WITH THE SKILLS TO MEDIATE CONFLICT AND FACILITATE DIFFICULT CONVERSATIONS ABOUT ANY TOPIC, AND (D) A HALF-DAY TRAINING FOR STAFF, FACULTY, AND STUDENT LEADERS TO EQUIP THEM WITH THE SKILLS TO FACILITATE MEANINGFUL CONVERSATIONS ABOUT CONTENTIOUS ISSUES IN CURRICULAR AND CO-CURRICULAR SETTINGS. 1993309 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 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 1 0 0 0 1 29 0 12 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 3 0 0 1 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 NY CA FL X X X CAROLINE MEHL 8888140006 244 MADISON AVENUE 1098 NEW YORK NY 10016 CAROLINE MEHL EXECUTIVE DIRECTOR, SECRETARY 40.00 1.00 X X 176223 0 24826 JONATHAN HAIDT PHD CHAIRMAN 1.00 1.00 X X 0 0 0 JOSHUA KLIVAN TREASURER 0.50 0.00 X X 0 0 0 TAMAR REMZ DIRECTOR 0.50 0.00 X 0 0 0 NATHAN STELL VP OF PRODUCT AND OPERATIONS 40.00 0.00 X 85359 0 9452 MYLIEN DUONG SENIOR DIRECTOR OF RESEARCH AND INNOVATION 40.00 0.00 X 161940 0 16248 MICHAEL WASSERMAN VP OF GROWTH AND DEVELOPMENT 40.00 0.00 X 183046 0 9209 JACOB FAY DIRECTOR OF EDUCATION 40.00 0.00 X 153675 0 610 ZOE DOWNES DIRECTOR OF OPERATIONS 40.00 0.00 X 119036 0 7802 MARY AVILES INSIGHTS AND EXPERIENCE LEAD 40.00 0.00 X 122171 0 7808 KEITH WELKER SENIOR RESEARCH SCIENTIST 40.00 0.00 X 111198 0 16142 ELIZA O'NEIL SENIOR CURRICULUM DEVELOPER 40.00 0.00 X 105122 0 7723 1217770 0 99820 8 0 1 0 DESIGN BY COSMIC INC 343 SOQUEL AVENUE 143 SANTA CRUZ CA 950622305 DESIGN SOLUTIONS SERVICES 157608 THOUGHT INDUSTRIES INC 3 POST OFFICE SQUARE 4TH FLOOR BOSTON MA 02109 SOFTWARE SERVICES 117500 DAVE GOOD 2631 EDISON STREET GRATON CA 95444 INTERIM HEAD OF PRODUCT 101967 3 884365 884365 SERVICES INCOME 900099 206927 206927 LICENSING INCOME 900099 148002 148002 354929 42198 42198 MISCELLANEOUS REVENUE 900099 41335 41335 BILLABLE EXPENSE REVEN 900099 9289 9289 CASH BACK REWARDS 900099 1166 1166 51790 1333282 354929 0 93988 820588 657857 58109 104622 916693 753831 92703 70159 56222 40131 15945 146 124192 97253 12724 14215 1562 1562 39130 39130 66356 60453 4859 1044 29849 26728 3121 5206 4164 480 562 246242 236983 1961 7298 46105 37656 5026 3423 51217 51217 8881 6975 1171 735 TAXES & COMPLIANCE 15068 11140 729 3199 REIMBURSABLE EXPENSES 9288 8921 14 353 2436599 1993309 237534 205756 100 1087565 678999 2577543 1862654 9100 18436 98441 15499 6371 6371 0 0 103500 3772649 2679188 85485 31446 31633 95528 117118 126974 X 713290 332262 2942241 2219952 3655531 2552214 3772649 2679188 -1103317 0 X 0 1 X 0 0 X 3004600 802210 875508 3665020 884365 9231703 3004600 802210 875508 3665020 884365 9231703 5872540 3359163 2101 90 6410 42198 50799 1602 1651 51530 51790 106573 9389075 958640 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2022 AMOUNT: $ 48,761. 2023 AMOUNT: $ 41,335. BILLABLE EXPENSE REVENUE - 2023 AMOUNT: $ 9,289. CASH BACK REWARDS - 2021 AMOUNT: $ 1,651. 2022 AMOUNT: $ 2,769. 2023 AMOUNT: $ 1,166. REIMBURSEMENTS - 2020 AMOUNT: $ 1,602. PART II, SHORT YEAR EXPLANATION: THE ORGANIZATION FILED A SHORT YEAR INITIAL RETURN FROM 01/31/2019 TO 12/31/2019. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6371 6371 0 0 X 1374742 41460 41460 1333282 0 1333282 2478059 41460 41460 2436599 0 2436599 PART X, LINE 2: CDI RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT CDI HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. PERIODS SINCE INCEPTION REMAIN OPEN TO EXAMINATION. X X X 1 0 0 0 0 0 0 0 0 CAROLINE MEHL EXECUTIVE DIRECTOR, SECRETARY 176079 0 0 0 144 0 0 0 24826 0 201049 0 0 0 MICHAEL WASSERMAN VP OF GROWTH AND DEVELOPMENT 182884 0 0 0 162 0 0 0 9209 0 192255 0 0 0 MYLIEN DUONG SENIOR DIRECTOR OF RESEARCH AND INNOVATION 161760 0 0 0 180 0 0 0 16248 0 178188 0 0 0 JACOB FAY DIRECTOR OF EDUCATION 153495 0 0 0 180 0 0 0 610 0 154285 0 0 0 PART I, LINE 4A NATHAN STELL, VP OF PRODUCT AND OPERATIONS RECEIVED A SEVERANCE PAYMENT OF $14,699 FROM THE ORGANIZATION. FORM 990, PART I, QUESTION 5, AND PART V, QUESTION 2A: THE ORGANIZATION CONTRACTED WITH A PROFESSIONAL EMPLOYER ORGANIZATION (PEO) FOR SERVICES, INCLUDING BUT NOT LIMITED TO, PAYROLL, TIMEKEEPING, EMPLOYEE BENEFITS, HR ADMINISTRATION AND WORKFORCE REGULATORY COMPLIANCE NEEDS. AS THE EMPLOYER OF RECORD FOR TAX PURPOSES, FORMS W-2 AND W-3 ARE ISSUED BY THE PEO AND FILED UNDER THE PEO'S FEDERAL EIN. IN THIS CO-EMPLOYMENT ARRANGEMENT, THE ORGANIZATION IS THE COMMON LAW EMPLOYER AND, ACCORDINGLY, COMPENSATION IS REPORTED ON FORM 990, PART VII, SECTION A AND PART IX, LINES 5-10. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION MADE THE FOLLOWING AMENDMENTS TO ITS BYLAWS: 1. ARTICLE I. SECTION 2. UPDATE ITS NAME TO CONSTRUCTIVE DIALOGUE INSTITUTE, INC. 2. ARTICLE III. SECTION 3. EACH DIRECTOR ELECTED SHALL SERVE A THRE (3) YEAR TERM OR UNTIL HIS OR HER SUCCESSOR SHALL HAVE BEEN ELECTED AND QUALIFIED. NO DIRECTOR SHALL BE ELIGIBLE TO SERVE MORE THAN NINE (9) CONSECUTIVE YEARS; PROVIDED THAT, AFTER THE LAPSE OF ONE (1) YEAR FROM THE EXPIRATION OF SUCH MAXIMUM CONSECUTIVE PERIOD, A FORMER DIRECTOR SHALL BE ELIGIBLE FOR RE-ELECTION; PROVIDED FURTHER THAT, JONATHAN HAIDT AND CAROLINE MEHL, FOUNDING DIRECTORS OF THE CORPORATION, MAY SERVE AN UNLIMITED NUMBER OF CONSECUTIVE (3) YEAR TERMS. FORM 990, PART VI, SECTION A, LINE 8B THE BOARD ACTED AS A WHOLE ON ALL MATTERS AND NO COMMITTEES WERE APPOINTED DURING THE YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANZIATION HAS ITS FORM 990 PREPARED BY OUTSIDE ACCOUNTANTS. DRAFTS OF THE FORM 990 ARE REVIEWED FIRST BY THE DIRECTOR OF OPERATIONS, AND THEN THE EXECUTIVE DIRECTOR. ONCE THE OPERATIONS TEAM DEEMS A DRAFT ACCEPTABLE, IT IS PROVIDED TO CDI'S GENERAL COUNSEL (CURRENTLY LAURA SOLOMON & ASSOCIATES) FOR REVIEW. ONCE CDI'S GENERAL COUNSEL AGREES THAT THE DRAFT IS READY FOR BOARD REVIEW, IT IS SHARED WITH THE REMAINING MEMBERS OF THE BOARD. THE BOARD IS ASKED TO INDICATE THEIR APPROVAL OF THE DRAFT BY EMAIL. ONCE THE BOARD HAS APPROVED THE DRAFT, THE FORM 990 IS DISTRIBUTED BY THE TAX PREPARER TO TWO AUTHORIZED SIGNATORIES, TYPICALLY THE EXECUTIVE DIRECTOR AND BOARD TREASURER. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY APPLICABLE TO ALL DIRECTORS, OFFICERS AND KEY PERSONS OF THE CORPORATION. THE POLICY IS ADMINISTERED BY THE BOARD OF DIRECTORS. PRIOR TO A PERSON'S INITIAL ELECTION AND ANNUALLY THEREAFTER, EACH DIRECTOR SHALL SIGN A STATEMENT: (1) WHEREBY SUCH PERSON IDENTIFIES, TO THE BEST OF SUCH PERSON'S KNOWLEDGE, ANY ENTITY OF WHICH SUCH PERSON IS AN OFFICER, DIRECTOR, TRUSTEE, MEMBER, OWNER, OR EMPLOYEE AND WITH WHICH THE CORPORATION HAS A RELATIONSHIP, AND ANY TRANSACTION IN WHICH THE CORPORATION IS A PARTICIPANT AND IN WHICH THE PERSON MIGHT HAVE A CONFLICTING INTEREST; AND (2) WHICH AFFIRMS SUCH PERSON HAS RECEIVED A COPY OF THE POLICY AND AGREES TO COMPLY WITH THE POLICY. IN ADDITION TO THE ANNUAL STATEMENTS, IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST OR ANY POTENTIAL RELATED PARTY TRANSACTION, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF A FINANCIAL INTEREST, OR OTHER PERSONAL INTEREST THAT MAY GIVE RISE TO A CONFLICT OF INTEREST, AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD. AFTER DISCLOSURE OF THE FINANCIAL INTEREST OR OTHER PERSONAL INTEREST AND ALL MATERIAL FACTS, THE BOARD SHALL DETERMINE IF A CONFLICT OF INTEREST EXISTS IN ACCORDANCE WITH THE FOLLOWING: A. AN INTERESTED PERSON MAY MAKE A PRESENTATION REGARDING THE ARRANGEMENT OR TRANSACTION INVOLVING THE POSSIBLE CONFLICT OF INTEREST TO THE BOARD. AFTER EXERCISING DUE DILIGENCE, THE BOARD SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED MEMBERS WHETHER A CONFLICT OF INTEREST EXISTS. IF THE BOARD DETERMINES THAT A CONFLICT OF INTEREST DOES EXIST, THEN THE INTERESTED PERSON IS PROHIBITED FROM ATTEMPTING TO IMPROPERLY INFLUENCE ANY DELIBERATION OR VOTING RELATED TO THE TRANSACTION OR ARRANGEMENT INVOLVING THE CONFLICT OF INTEREST. FURTHER, THE INTERESTED PERSON MUST LEAVE A MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, ANY SUCH TRANSACTION OR ARRANGEMENT. B. IF THE BOARD DETERMINES THAT A CONFLICT OF INTEREST DOES EXIST, THEN IT SHALL ALSO MAKE A DETERMINATION AS TO WHETHER THE TRANSACTION OR ARRANGEMENT INVOLVING THE CONFLICT OF INTEREST IS IN THE CORPORATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. THE MINUTES OF THE BOARD SHALL INCLUDE THE DELIBERATIONS AND DECISION IN REGARD TO ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 EACH YEAR, THE BOARD OF DIRECTORS REVIEWS THE EXECUTIVE DIRECTOR'S PERFORMANCE AND SETS COMPENSATION BASED ON AN ANALYSIS OF COMPARABLE DATA FROM SIMILAR ORGANIZATIONS. THIS DATA IS SOURCED FROM PLATFORMS SUCH AS PAYSCALE, SALARY.COM, AND FORM 990S OF OTHER ORGANIZATIONS. THE BOARD'S FINAL DETERMINATION ON THE EXECUTIVE DIRECTOR'S COMPENSATION IS DOCUMENTED IN THE BUDGET, WHICH IS FORMALLY APPROVED DURING THE FOURTH QUARTER BOARD MEETING. ALL DECISIONS ARE DOCUMENTED CONTEMPORANEOUSLY. THIS PROCESS WAS LAST COMPLETED IN THE FOURTH QUARTER OF 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 1023, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. CIVIL POLITICS INC 12471 WAGNER ST LOS ANGELES CA 90066 463643072 EDUCATE THE PUBLIC ABOUT SOCIAL SCIENCE RESEARCH CA 501(C)(3) PF N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0