irs program accomplishments · form 990 part iii · fy2024
What they reported doing
- #1 primary $428KUNIVERSITY OF NAVARRA - JOINT IESE GOVERNANCE PROJECTS
named programs · 3 · from sources
What they call their work
Building Bridges in a Fragmented World Economy Conference
A conference series exploring how companies and business leaders can respond to global fragmentation by fostering inclusive, sustainable, and cooperative globalization through interdisciplinary academic and practitioner dialogue.
IESE–STI Conference on Polarization
An international, multidisciplinary conference series co-organized with IESE Business School that brings together scholars and executives to examine the causes of societal polarization and explore pathways toward understanding and renewal through dialogue.
Public Dissemination and Website
Platform for sharing research, conference content, and thought leadership on emerging social trends, governance, and leadership challenges.
activities · 7 groups
What they do
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AI Governance and Ethical Research 2 activities
- Promoting responsible innovation through interdisciplinary dialogueAdvances responsible innovation by convening dialogues that integrate perspectives from technology, philosophy, law, and the social sciences to address ethical and societal challenges in emerging fields.
- Researching ethical and social implications of emerging technologiesStudies the societal impact of digital transformation, artificial intelligence, data governance, and smart home technologies, including their effects on human rights, domestic well-being, and social environments.
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University-Specific Endowment and Program Funding 1 activity
- Funding collaborative research projects and academic grantsProvides financial support for joint research initiatives with the University of Navarra's IESE Business School and awards master's-level research grants to academics at the same institution.
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Open Research Infrastructure & Publishing 1 activity
- Operating a public research dissemination platformMaintains a website and public platform to share research findings on emerging social trends with broad audiences.
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Leadership & Policy Dialogue Forums 1 activity
- Organizing expert research meetings and conferencesConvenes interdisciplinary gatherings of approximately twelve to forty scholars, business leaders, and policymakers at prestigious universities globally, including IESE Business School, for two-and-a-half-day conferences to present original research, debate social issues, and inspire practical solutions on topics such as globalization, polarization, and social cohesion.
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Economic and Financial Research 1 activity
- Researching impact investing in AfricaConducts empirical studies on impact investing in Africa using interviews, ethnographic research, surveys, data analysis, and randomized controlled experiments, and disseminates findings through academic journals and international conferences.
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Academic Research Dissemination 1 activity
- Supporting publication of peer-reviewed researchFacilitates the revision and peer review of conference papers from expert meetings and supports their publication in collected academic volumes.
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Uncategorized 2 activities
- Conducting interdisciplinary research on social trendsProduces original research on family, education, civil society, work-life balance, dignity in professional life, urban living, housing design, and domestic happiness, with a focus on how technological, economic, and demographic changes affect individual and community flourishing.
- Studying consumer behavior in response to inclusive marketingConducts field and online experiments using biometric methods such as eye-tracking, emotion recognition, and EEG to analyze consumer responses to diversity, equity, and inclusion (DEI) in marketing and their impact on business KPIs.
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financials · form 990 · fy2024
revenue
Total revenue$2.53M
Contributions & grants$00%
Program service revenue$00%
Investment income$2.51M99%
Other revenue$15K
expenses
Total expenses$586K
Program expenses87%
Admin / overhead13%
Fundraising0%
Salaries & benefits$49K
Grants paid out$477K
Largest expense lineCompensation
balance sheet
Total assets$10.63M
Cash$3.36M
Investments$6.90M
Liabilities$0
Net assets$10.63M
Liquid reserves210.1 mo
5 years on record · 2020–2024 · YoY revenue +911.9%
leadership · form 990 part vii · fy2024
Who runs it
paid leadership · 1
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| TRACEY O'DONNELL | SECRETARY | 12 | $49K |
board members · 7
- ANA MARTA GONZALEZ — DIRECTOR
- ANDREW MACDOUGALL — DIRECTOR
- CARLOS CAVALLE — CHAIRMAN
- ERIC WEBER — DIRECTOR
- FEDERICO RIERA-MARSA — DIRECTOR
- JAUME VIDAL — VICE PRESIDENT & TREASURER
- JORDI CANALS — VICE PRESIDENT
relationships · 14
Who they work with
- Africa: The Big Deal Startup Deals Database Partner — Used as a data analysis platform in the research on impact investing in Africa.
- Bank of England Partner — Source of historical financial transaction records used in research funded by the Social Trends Institute.
- Coca-Cola Partner — Provides practical context for designing inclusive marketing campaigns as part of the research implications.
- IESE Partner — Collaborates with IESE on the 'The Power of Inclusion' research project.
- IESE Business School Partner — Co-organized the "From Polarization to Understanding" conference with STI.
- IESE Business School Partner — Co-organized the international conference "Building Bridges in a Fragmented World Economy" at IESE’s Barcelona campus.
- IESE Business School Partner — Collaborates on research project “Investing for Impact in Africa” led by Prof. Klueter.
- Nike Partner — Provides practical context for designing inclusive marketing campaigns as part of the research implications.
- Pitchbook Partner — Used as a data analysis platform in the research on impact investing in Africa.
- Prestigious universities around the world Partner — Hosts STI-sponsored expert conferences at global academic institutions
- Procter & Gamble Partner — Provides practical context for designing inclusive marketing campaigns as part of the research implications.
- University of Navarra Partner — Collaborates on joint governance research projects and provides master's-level research grants.
- Wharton Partner — Collaborates with Wharton on the 'The Power of Inclusion' research project.
- universities Partner — Partners with universities to analyze emerging social trends
strategies · 4
How they approach the work
Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.
- Foundational Institutions Framework for Human Developmentmethodology: foundational_social_institutionsBy focusing research and policy analysis on family, education, civil society, and social cohesion as core building blocks of flourishing communities, the organization aims to strengthen human development outcomes, because these institutions mediate individual well-being and broader societal resilience over time.
- Historical Analysis to Inform Equitable Policymethodology: historical-data-informed-policyBy analyzing long-term historical and financial data, the organization identifies structural patterns in economic development to inform policies that promote inclusive growth, because understanding historical trajectories reveals systemic inequities and guides more effective, evidence-based interventions.
- Human-Centered Systems Design for Work and Technologymethodology: human-centered_designBy applying a human-centered approach to work design and domestic technology, the organization fosters fair, inclusive, and sustainable labor systems and home environments, because prioritizing human dignity and well-being in system design leads to healthier, more cohesive societies.
- Interdisciplinary Dialogue as a Mechanism for Social Insightmethodology: interdisciplinary_dialogueBy convening cross-disciplinary and international experts through scholarly conferences, invitation-only meetings, and dialogues integrating ethics, technology, law, and social sciences, the organization produces deeper understanding of societal challenges and guides technological and policy development toward the common good, because diverse epistemic perspectives generate more robust and human-centered solutions.