2025-02-12T10:02:00-06:00 2024-09-30 390974031 WEGNER CPAS LLP 230 PARK AVE FL 3 NEW YORK NY 101690005 990 2023-10-01 815350598 MIND SHARE PARTNERS MIND 4159491043 201 SPEAR STREET 1100 SAN FRANCISCO CA 94105 JENNIFER PORTER MANAGING DIRECTOR & COO 4159491043 2025-02-11 1 0 YIGIT UCTUM CPA P01269549 2125511724 2025-02-10 2023 2025-03-06 01:10:19Z MOREY RIORDAN 201 SPEAR STREET 1100 SAN FRANCISCO CA 94105 1681535 0 X MINDSHAREPARTNERS.ORG X 2017 CA TO BUILD AWARENESS, SUPPORT, AND ACCEPTANCE FOR PEOPLE WITH MENTAL HEALTH CONDITIONS. 4 4 12 20 0 0 549501 681421 766121 976185 1878 23923 65 6 1317565 1681535 0 0 0 0 1393090 1357449 0 0 72915 328226 399080 1721316 1756529 -403751 -74994 1028866 1012018 202688 262643 826178 749375 X THE MISSION OF MIND SHARE PARTNERS IS TO BUILD AWARENESS, SUPPORT, AND ACCEPTANCE FOR PEOPLE WITH MENTAL HEALTH CONDITIONS. 0 0 1396345 0 976185 WORKPLACE TRAINING & STRATEGIC ADVISING: MIND SHARE PARTNERS TAKE A PROACTIVE, CULTURE CHANGE APPROACH WITH A MANAGEMENT LENS TO HELP ORGANIZATIONS CREATE A CULTURE OF SUPPORT FOR MENTAL HEALTH.COMMUNITIES TO SUPPORT ERGS & PROFESSIONALS ACROSS INDUSTRIES: MIND SHARE PARTNERS MANAGE A VIRTUAL COMMUNITY FOR MENTAL HEALTH EMPLOYEE RESOURCE GROUP (ERG) LEADERS.MOVEMENT BUILDING & THOUGHT LEADERSHIP: MIND SHARE PARTNERS MOVEMENT BUILDING PROGRAM AREA BUILDS PUBLIC AWARENESS TO NORMALIZE MENTAL HEALTH CHALLENGES AT WORK AND PROMOTE A MENTALLY HEALTHY AND SUSTAINABLE CULTURE OF WORK.THE FOUNDER AND OUTGOING CEO DONATED HER TIME TO LEAD MIND SHARE PARTNERS AT A BOARD-APPROVED EQUIVALENT FEE OF $210K ANNUALLY (APPLICABLE FOR QUARTER 1 OF FY24). THE BOARD CONDUCTS A COMPLIANT, INDEPENDENT COMPENSATION REVIEW AND DETERMINED THIS EQUIVALENT ANNUAL FEE TO BE INCLUDED AS IN-KIND DONATIONS ON THE FINANCIAL STATEMENTS (NOT INCLUDED HERE PER 990 RULES). 1396345 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 12 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 CA X SMARTER GOOD INC 4158710852 180 9TH AVE SAN FRANCISCO CA 94118 KELLY GREENWOOD FOUNDER & DIRECTOR 40.00 X 0 0 0 JILL MILLER PRESIDENT 4.00 X X 0 0 0 SAYDEAH HOWARD TREASURER 4.00 X X 0 0 0 NINA KIM SCHULTZ SECRETARY 4.00 X X 0 0 0 JENNIFER PORTER MANAGING DIRECTOR & COO 32.00 X 142452 0 2767 MOREY RIORDAN CEO (FROM JULY 2024) 40.00 X 0 0 0 BERNIE WONG MOVEMENT BUILDING & RESEARCH LEAD 40.00 X 113505 0 9471 WILLIAM GREENE PRINCIPAL 40.00 X 101451 0 36348 MICHAEL DAVIS LEAD PRINCIPAL, SALES 40.00 X 111752 0 10831 CARRIE GROGAN LEAD PRINCIPAL, CLIENT SERVICES 40.00 X 114866 0 2450 584026 0 61867 5 0 0 0 0 681421 681421 CLIENT SERVICES REVENU 611430 884711 884711 ON-DEMAND TRAINING 611430 91224 91224 PEER GROUP REVENUE 611430 250 250 976185 23923 23923 6 6 6 1681535 976185 0 23929 X 239626 195871 33083 10672 904677 740281 123670 40726 103323 80361 20606 2356 16903 13147 3371 385 92920 76022 13081 3817 3301 601 2700 24090 24090 244200 187681 48559 7960 7599 7599 4337 1523 2703 111 1313 1000 179 134 38954 36251 2703 47854 37005 6649 4200 2465 2465 DUES AND SUBSCRIPTIONS 24956 19003 3399 2554 11 11 1756529 1396345 287269 72915 14767 0 838018 632990 75000 162031 70270 169940 30811 47057 1028866 1012018 32454 37380 170234 225263 202688 262643 X 751178 749375 75000 0 826178 749375 1028866 1012018 X -74994 -1809 0 X 0 0 0 X 407206 129258 578611 549501 681421 2345997 407206 129258 578611 549501 681421 2345997 895256 1450741 1878 23923 25801 2371798 3921874 0.61170 0.48780 X SCHEDULE A, PART II: THE 2020 COLUMN REPRESENTS THE SHORT YEAR JULY 1, 2021 TO SEPTEMBER 30, 2021. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990, PART VI, SECTION B, LINE 11B THE FORM WILL BE EMAILED OUT TO ALL BOARD MEMBERS ASKING FOR REVIEW AND APPROVAL PRIOR TO IT BEING FILED. THE BOARD WAS GIVEN A FEW DAYS TO RESPOND WITH THEIR FEEDBACK. FORM 990, PART VI, SECTION B, LINE 12C AN EMPLOYEE CONFLICT OF INTEREST POLICY WAS IMPLEMENTED IN NOVEMBER 2017 AND INCLUDED IN THE EMPLOYEE HANDBOOK, WHICH IS REVIEWED ON A REGULAR BASIS. A BOARD CONFLICT OF INTEREST POLICY WAS IMPLEMENTED ON SEPTEMBER 24, 2018. BOARD MEMBERS ARE ENCOURAGED TO DISCLOSE THROUGHOUT THE YEAR AND A SPECIFIC REQUEST IS SENT OUT ANNUALLY MOST RECENTLY IN MAY 2024. FORM 990, PART VI, SECTION B, LINE 15 PROPOSED COMPENSATION FOR EACH CANDIDATE IS DETERMINED BASED ON COMPENSATION COMPARABLE, INTERNAL BENCHMARKS, AND INDIVIDUAL EXPERIENCE. COMPENSATION COMPARABLES ARE DETERMINED THROUGH PEER COMPENSATION STUDIES AND OTHER PUBLICLY AVAILABLE DATA. COMPENSATION IS REVIEWED AND APPROVED BY SENIOR LEADERSHIP OF THE ORGANIZATION (WITHOUT EXTERNAL INDEPENDENT REVIEW). FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PAYROLL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,759. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,759. CONSULTANTS: PROGRAM SERVICE EXPENSES 186,481. MANAGEMENT AND GENERAL EXPENSES 44,800. FUNDRAISING EXPENSES 7,960. TOTAL EXPENSES 239,241. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,200. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,200. FORM 990, PART XI: THE ORGANIZATION PREPARES ITS BUDGET ON A WITHOUT DONOR RESTRICTION BASIS. THE ORGANIZATION RECOGNIZED A $150,000 GIFT IN FY23, WHERE $75,000 OF CASH WAS RECEIVED IN FY23 AND THE REMAINING $75,000 WAS RECEIVED IN FY24 AND WAS INCLUDED IN NET ASSETS WITH DONOR RESTRICTIONS AT THE END OF FY23. THE $75,000 WAS RELEASED FROM RESTRICTIONS IN FY24 AND THE ORGANIZATION HAD JUST ABOVE A BREAKEVEN YEAR IN ITS WITHOUT DONOR RESTRICTIONS ACTIVITY.