2025-09-29T09:26:50-05:00 2024-12-31 390974031 WEGNER CPAS LLP 230 PARK AVE FL 3 NEW YORK NY 101690005 990 2024-01-01 812508655 THE HOW INSTITUTE FOR SOCIETY HOWI 6468622050 82 NASSAU ST 60602 NEW YORK NY 10038 DENNIS NALLY BOARD MEMBER 6468622050 2025-09-25 1 0 YIGIT UCTUM CPA P01269549 2125511724 2025-09-25 2024 2025-03-06 01:10:19Z DENNIS NALLY 82 NASSAU ST 60602 NEW YORK NY 10038 3065495 0 X THEHOWINSTITUTE.ORG X 2016 DE HOW WE DO ANYTHING MEANS EVERYTHING. 8 8 0 12 0 0 1525150 1805031 909000 1170000 83209 90460 0 4 2517359 3065495 0 0 0 0 1572265 1359608 0 0 106 815400 1474553 2387665 2834161 129694 231334 2663666 3171263 186929 463192 2476737 2708071 X HOW SEEKS TO BUILD AND NURTURE A CULTURE OF MORAL LEADERSHIP, PRINCIPLED DECISION-MAKING & VALUES-BASED BEHAVIOR THAT ENABLES INDIVIDUALS AND INSTITUTIONS TO MEET THE PROFOUND SOCIAL, ECONOMIC, AND TECHNOLOGICAL CHANGES OF THE 21ST CENTURY TO ELEVATE HUMANITY. 0 0 1984009 0 1170000 THE NXT-GEN FELLOWSHIP IS AN ACCELERATOR PROGRAM FOR EMERGING ORGANIZATIONAL LEADERS FOCUSED ON DEVELOPING MORAL LEADERSHIP SKILLS. THROUGH AN INTERACTIVE CURRICULUM BUILT AROUND SEVEN CORE MORAL LEADERSHIP PRACTICES, FELLOWS ENGAGE WITH HISTORICAL LESSONS, CURRENT EVENTS, AND MORAL PHILOSOPHY VIA DISCUSSIONS, READINGS, VIDEOS, WORKSHOPS, CASE STUDIES, AND GUEST SPEAKERS.THE PROGRAM COMBINES LEARNING WITH REAL-WORLD APPLICATION THROUGH A PRACTICUM PROJECT WHERE FELLOWS APPLY MORAL LEADERSHIP CONCEPTS TO CURRENT WORK CHALLENGES. SMALL GROUP COACHING, COMMUNITY BUILDING SESSIONS, AND PRACTICAL TOOLKITS SUPPORT PARTICIPANTS THROUGHOUT THE EXPERIENCE. FELLOWS GRADUATE EQUIPPED WITH BOTH SKILLS AND CONNECTIONS, READY TO ADVANCE MORAL LEADERSHIP WITHIN THEIR ORGANIZATIONS AND COMMUNITIES. 1984009 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 22 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 13300 SOUTH CLEVELAND AVENUE SUITE FORT MYERS FL 33907 X DOV SEIDMAN CHAIRMAN OF THE BOARD 5.00 X 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 ANGELA AHRENDTS DBE DIRECTOR 1.00 X 0 0 0 ADMIRAL JAMES STAVRIDIS DIRECTOR 1.00 X 0 0 0 DARREN WALKER DIRECTOR 1.00 X 0 0 0 ROSANNA FORREST DIRECTOR OF COMMUNITY IMPACT 40.00 X 116631 0 17326 DANIELLE ZAPOTOCZNY CHIEF OF STAFF & STRATEGIC INITATIVES 40.00 X 129256 0 23509 MAX COHEN NXT-GEN PROGRAM DIRECTOR 40.00 X 125374 0 19416 YOUNG RHEE STRATEGY & PROGRAM ADVISOR (THRU SEP) 40.00 X 106080 0 4298 477341 0 64549 4 0 1 0 0 1805031 1805031 PROGRAM SERVICE FEES 611430 1168000 1168000 SPEAKING FEES 611430 2000 2000 1170000 90460 90460 4 4 4 3065495 1170000 0 90464 X 1111860 816151 295709 33154 24336 8818 121014 88829 32185 93580 68692 24888 1179 1179 114215 114215 810220 781134 29086 47695 47695 9270 5169 4089 12 70052 40361 29597 94 6488 6488 64467 47769 16698 27114 15999 11115 6296 6296 9675 9675 STAFF RECRUITMENT 257675 257675 EVENT 48121 46036 2085 DUES AND SUBSCRIPTIONS 2086 1838 248 2834161 1984009 850046 106 28176 535827 900000 900000 97000 15000 16776 21850 40975 26605 11660 14370 1610054 1684216 2663666 3171263 16929 43192 170000 420000 186929 463192 X 2160737 2170200 316000 537871 2476737 2708071 2663666 3171263 231334 0 X 0 1 X 1 0 X 758741 720020 1000000 1525150 1805031 5808942 758741 720020 1000000 1525150 1805031 5808942 5102982 705960 24480 1001 25375 83210 90460 224526 6033468 3933743 0.11700 0.14380 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 2024 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 11.7%, 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. IN 2024, THE ORGANIZATION IMPLEMENTED ADDITIONAL PUBLIC SUPPORT ACTIVITES STARTING IN NOVEMBER, UPDATED ITS WEBSITE FOR THE DONATE BUTTON TO BE MORE VISABLE, SENT OUT A GIVING TUESDAY EMAIL AND LINKEDIN BLAST DONATION REQUEST, ADDED THE ORGANIZATION'S EIN TO BLOOMERANG, AND ADDED A SUMMIT QR CODE ON BOOKMARK GOING TO ALL ATTENDEES. 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.NEW FUNDRAISING DIVERSIFICATION EFFORTS ARE BEING MADE; IN FEBRUARY 2025, A CONTRACTOR FOCUSED ON FUNDRAISING WITH LEADING PARTNERSHIPS AND DEVELOPMENT EFFORTS JOINED THE HOW TEAM. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 40975 26605 14370 14370 CASH AND CASH EQUIVALENTS 1684216 F 1684216 3065495 0 3065495 0 3065495 2834161 0 2834161 0 2834161 X X 0 0 0 0 0 0 0 0 0 DANIELLE ZAPOTOCZNY CHIEF OF STAFF & STRATEGIC INITATIVE 129256 0 0 0 0 0 4200 0 19309 0 152765 0 0 0 PART I, LINE 3 COMPENSATION IS DETERMINED BY THE COMPENSATION COMMITTEE TO ENSURE FAIRNESS, COMPETITIVENESS, AND ALIGNMENT WITH ORGANIZATIONAL GOALS. THE COMMITTEE CONDUCTS INDUSTRY RESEARCH, CONSIDERS MARKET BENCHMARKS, INDIVIDUAL PERFORMANCE AND JOB HISTORY, AND INTERNAL EQUITY WHEN DETERMINING COMPENSATION. FORM 990, PART V, LINE 2A: THE HOW INSTITUTE FOR SOCIETY LEASES EMPLOYEES FROM A PROFESSIONAL EMPLOYMENT ORGANIZATION, JUSTWORKS EMPLOYMENT GROUP LLC. THE EMPLOYEES ARE CONSIDERED COMMON LAW EMPLOYEES OF THE HOW INSTITUTE FOR SOCIETY, HOWEVER, JUSTWORKS EMPLOYMENT GROUP LLC IS THE EMPLOYER OF RECORD AND EMPLOYEES GET THEIR W2S FROM JUSTWORKS EMPLOYMENT GROUP LLC. 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 214,460. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 214,460. OUTSIDE CONTRACTORS: PROGRAM SERVICE EXPENSES 556,517. MANAGEMENT AND GENERAL EXPENSES 15,634. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 572,151. REIMBURSABLE EXPENSES: PROGRAM SERVICE EXPENSES 2,704. MANAGEMENT AND GENERAL EXPENSES 9,969. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,673. PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 7,453. MANAGEMENT AND GENERAL EXPENSES 3,483. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,936.