2025-03-27T14:19:41-05:00 2023-12-31 582487348 Aprio Advisory Group LLC 111 Rockville Pike Suite 600 Rockville MD 20850 990 2023-01-01 882286627 SD Foundation SDFO 2029841342 611 Pennsylvania Avenue SE 201 Washington DC 20003 Megan Lewis Executive Director 2029841342 2025-03-27 1 0 Stacy Cullen P00974308 3012316200 2025-03-27 2023 2025-03-06 01:10:19Z X Voting Rights Lab Megan Lewis 611 Pennsylvania Avenue SE 201 Washington DC 20003 7441411 0 X https://votingrightslab.org/ X 2022 DC SD Foundation is a nonpartisan, 501(c)(3) nonprofit organization providing expert analysis and research on current and proposed election-related law. 2 2 0 3 0 0 5440829 7441411 0 0 0 0 0 0 5440829 7441411 352500 508871 0 0 2178183 4585526 40000 0 787288 1290076 2276764 3860759 7371161 1580070 70250 2117299 2108137 548322 468910 1568977 1639227 X SD Foundation is a nonpartisan, 501(c)(3) nonprofit organization providing expert analysis and research on current and proposed election-related law. 0 0 2541475 475000 State Policy Change: Research and analysis pertaining to laws and legislation related to elections, and their impact, in specific states. 1104871 National Policy Analysis: Research and analysis pertaining to laws and legislation related to elections, and their impact, nationwide. 900454 Public Education: Efforts undertaken to educate the public about laws and legislation related to elections; the impact of laws and legislation related to elections, and public perceptions about election-related issues through traditional and digital media. 402704 2016 Partner Capacity Building: Direct human, financial, and/or knowledge-based resources provided to other nonpartisan, 501(c)(3) charitable organizations advancing shared, strategic objectives and initiatives related to election law and policy. 55094 31855 Voter Sentiment Research: Rigorous, commissioned public opinion research into the elections policy-related attitudes, beliefs, and preferences of voters across the ideological spectrum. 87625 Diversity Equity Inclusion 545423 33871 5092223 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 48 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 2 2 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Tshombe Hubbard 2029841342 611 Pennsylvania Avenue SE 201 Washington DC 20003 Brina Milikowsky President 6.00 3.00 X X 0 0 0 Zach Silk Secretary & Treasurer 6.00 3.00 X X 0 0 0 Megan Lewis Executive Director 32.00 8.00 X 0 330567 432 Tshombe Hubbard Chief Administrative Officer 32.00 8.00 X 0 254328 2038 Samantha Tarazi Chief Operating Officer 32.00 8.00 X 0 254082 5799 Samantha Buckley Director of Policy 32.00 8.00 X 0 128876 158 Peter Skopec Director of Advocacy 20.00 20.00 X 0 120689 90 Christopher Diaz Legislative Counsel 38.00 2.00 X 0 119277 1767 0 1207819 10284 0 0 1 0 Upstatement LLC 169 Madison Avenue Suite 2030 New York NY 10016 Design Services 191666 CliftonLarsonAllen LLP 220 South 6th Street Suite 300 Minneapolis MN 55402 Accounting Services 111578 Left Hand Strategies Corp 611 Harold Avenue NE Atlanta GA 03307 Digital Services 106982 Arnold & Porter Kaye 601 Massachusetts Avenue NW Washington DC 20001 Legal Services 103389 4 7441411 7441411 7441411 0 0 0 X 508871 508871 3619332 2201024 834659 583649 87494 53208 20177 14109 576854 350802 133029 93023 301846 183562 69609 48675 154975 154975 78779 78779 1450670 1425586 7902 17182 29445 25770 3675 110513 69764 40749 135493 36185 89670 9638 259 259 50915 19048 28816 3051 130594 123756 75 6763 10990 6683 2535 1772 12272 12272 Payroll Processing 54839 33349 12647 8843 Miscellaneous 41804 41399 405 Dues and Subscriptions 13847 12957 307 583 Professional Developmen 1369 1369 7371161 5092223 1491650 787288 1486229 852371 1145000 46112 576 53592 30446 0 0 30446 32973 21982 551985 4170 2117299 2108137 541696 428910 6626 40000 548322 468910 X 1568977 1639227 1568977 1639227 2117299 2108137 70250 0 X X 0 1 X 1 0 X 5463388 7441411 12904799 5463388 7441411 12904799 7195608 5709191 12904799 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 450000 450000 6921161 7371161 518558 129640 0 0 518558 518558 777837 450000 450000 129640 129640 194460 30446 30446 30446 Due to Related Party 40000 40000 X 7441411 0 7441411 0 7441411 7371161 0 7371161 0 7371161 Part X, Line 2: SDF evaluates uncertainty in income tax positions based on a more-likely-than-not recognition standard. If that threshold is met, the tax position is then measured at the largest amount that is greater than 50% likely of being realized upon ultimate settlement. As of December 31, 2023, there are no accruals for uncertain tax positions. If applicable, the Organization records interest and penalties as a component of income tax expense. The current period December 31, 2023 remains open for examination by tax authorities. X 1 Strauss Baker LLC 99 Main Street Suite 758 Sheffield MA 01257 Consulting 0 0 28800 -28800 Tanene Allison 58271 Joshua Drive Yucca Valley CA 92284 Fundraising 0 0 25691 -25691 Craftsman Technology Group LLC 186 Lincoln Street Suite 500 Boston MA 02111 Consulting 0 0 9588 -9588 64079 -64079 CA DC MA NC NY TX WA 1 Civil Survivor Project 927 N Northlake Way Seattle WA 98103 814267776 501(C)(3) 31855 0 General Operating Support Unite Oregon 1390 SE 122nd Avenue Portland OR 97215 743098100 501(C)(3) 21000 0 General Operating Support Secure Democracy USA 611 Pennsylvania Avenue SE Washington DC 20003 873854090 501(C)(4) 450000 0 To provide support for in-state legislative efforts 2 1 Part I, Line 2: The organization requires each grantee to sign a grant agreement that specifies the purpose and permitted uses of grant funds. The organization will seek to recover grant funds if the organization discovers that grant funds are not used for approved purposes. X X 0 0 0 0 0 0 0 0 0 Megan Lewis Executive Director 0 330567 0 0 0 0 0 0 0 432 0 330999 0 0 Samantha Tarazi Chief Operating Officer 0 254082 0 0 0 0 0 0 0 5799 0 259881 0 0 Tshombe Hubbard Chief Administrative Officer 0 254328 0 0 0 0 0 0 0 2038 0 256366 0 0 Form 990, Box B - Amended Return: SD Foundation is amending its previously filed 2023 return to account for audited financial statements that were issued after the final due date of the Form 990. Form 990, Part III, Line 4a - Statement of Program Service Accomplishments: State Policy Change Expenses As Amended: $2,541,475 Expenses As Originally Filed: $2,401,820 Change: $139,655 Form 990, Part III, Line 4b - Statement of Program Service Accomplishments: National Policy Analysis Expenses As Amended: $1,104,871 Expenses As Originally Filed: $1,104,849 Change: $22 Form 990, Part III, Line 4c - Statement of Program Service Accomplishments: Public Education Expenses As Amended: $900,454 Expenses As Originally Filed: $900,428 Change: $26 Form 990, Part III, Line 4d - Other program services Expenses As Amended: $545,423 Expenses As Originally Filed: $545,409 Change: $14 Form 990, Part III, Line 4e - Total program service expenses Expenses As Amended: $5,092,223 Expenses As Originally Filed: $4,952,506 Change: $139,717 Form 990, Part VIII, Line 1f - All other contributions, gifts, grants, and similar amounts not included above As Amended: $7,441,411 As Originally Filed: $6,891,411 Change: $550,000 Form 990, Part VIII, Line 1h - All other contributions, gifts, grants, and similar amounts not included above As Amended: $7,441,411 As Originally Filed: $6,891,411 Change: $550,000 Form 990, Part IX, Column (a), Line 7 - Other salaries and wages As Amended: $3,619,332 As Originally Filed: $3,688,375 Change: $-69,043 Form 990, Part IX, Column (b), Line 7 - Other salaries and wages As Amended: $2,201,024 As Originally Filed: $2,210,127 Change: $-9,103 Form 990, Part IX, Column (c), Line 7 - Other salaries and wages As Amended: $834,659 As Originally Filed: $892,186 Change: $-57,527 Form 990, Part IX, Column (d), Line 7 - Other salaries and wages As Amended: $583,649 As Originally Filed: $586,062 Change: $-2,413 Form 990, Part IX, Column (b), Line 8 - Pension plan accruals and contributions As Amended: $53,208 As Originally Filed: $52,428 Change: $780 Form 990, Part IX, Column (c), Line 8 - Pension plan accruals and contributions As Amended: $20,177 As Originally Filed: $21,164 Change: $-987 Form 990, Part IX, Column (d), Line 8 - Pension plan accruals and contributions As Amended: $14,109 As Originally Filed: $13,902 Change: $207 Form 990, Part IX, Column (a), Line 9 - Other employee benefits As Amended: $576,854 As Originally Filed: $576,853 Change: $1 Form 990, Part IX, Column (b), Line 9 - Other employee benefits As Amended: $350,802 As Originally Filed: $345,659 Change: $5,143 Form 990, Part IX, Column (c), Line 9 - Other employee benefits As Amended: $133,029 As Originally Filed: $139,535 Change: $-6,506 Form 990, Part IX, Column (d), Line 9 - Other employee benefits As Amended: $93,023 As Originally Filed: $91,659 Change: $1,364 Form 990, Part IX, Column (b), Line 10 - Payroll taxes As Amended: $183,562 As Originally Filed: $180,870 Change: $2,692 Form 990, Part IX, Column (c), Line 10 - Payroll taxes As Amended: $69,609 As Originally Filed: $73,014 Change: $-3,405 Form 990, Part IX, Column (d), Line 10 - Payroll taxes As Amended: $48,675 As Originally Filed: $47,962 Change: $713 Form 990, Part IX, Column (a), Line 11e - Professional fundraising services As Amended: $0 As Originally Filed: $65,917 Change: $-65,917 Form 990, Part IX, Column (d), Line 11e - Professional fundraising services As Amended: $0 As Originally Filed: $65,917 Change: $-65,917 Form 990, Part IX, Column (a), Line 11g - Other As Amended: $1,450,670 As Originally Filed: $1,309,753 Change: $140,917 Form 990, Part IX, Column (b), Line 11g - Other As Amended: $1,425,586 As Originally Filed: $1,285,966 Change: $139,620 Form 990, Part IX, Column (d), Line 11g - Other As Amended: $17,182 As Originally Filed: $15,885 Change: $1,297 Form 990, Part IX, Column (a), Line 14 - Information technology As Amended: $135,493 As Originally Filed: $135,494 Change: $-1 Form 990, Part IX, Column (b), Line 14 - Information technology As Amended: $36,185 As Originally Filed: $36,186 Change: $-1 Form 990, Part IX, Column (a), Line 17 - Travel As Amended: $50,915 As Originally Filed: $50,914 Change: $1 Form 990, Part IX, Column (b), Line 17 - Travel As Amended: $19,048 As Originally Filed: $19,047 Change: $1 As Originally Filed: $10,991 Change: $-1 Change: $1 Part IX, Column (b), Line 22 - Depreciation, depletion, and amortization As Amended: $6,683 As Originally Filed: $6,586 Change: $97 Form 990, Part IX, Column (c), Line 22 - Depreciation, depletion, and amortization As Amended: $2,535 As Originally Filed: $2,659 Change: $-124 Change: $-124 Form 990, Part IX, Column (d), Line 22 - Depreciation, depletion, and amortization As Amended: $1,772 As Originally Filed: $1,746 Change: $26 Form 990, Part IX, Column (b), Line 24a - Payroll Processing As Amended: $33,349 As Originally Filed: $32,860 Change: $489 Form 990, Part IX, Column (c), Line 24a - Payroll Processing As Amended: $12,647 As Originally Filed: $13,265 Change: $-618 Form 990, Part IX, Column (d), Line 24a - Payroll Processing As Amended: $8,843 As Originally Filed: $8,714 Change: $129 Form 990, Part IX, Column (b), Line 24b - Miscellaneous As Amended: $41,399 As Originally Filed: $41,400 Change: $-1 Form 990, Part IX, Column (c), Line 24b - Miscellaneous As Amended: $405 As Originally Filed: $404 Change: $1 Form 990, Box B - Amended Return (Continued): Form 990, Part IX, Column (a), Line 25 - Total functional expenses As Amended: $7,371,161 As Originally Filed: $7,365,204 Change: $5,957 Form 990, Part IX, Column (b), Line 25 - Total functional expenses As Amended: $5,092,223 As Originally Filed: $4,952,506 Change: $139,717 Form 990, Part IX, Column (c), Line 25 - Total functional expenses As Amended: $1,491,650 As Originally Filed: $1,560,816 Change: $-69,166 Form 990, Part IX, Column (d), Line 25 - Total functional expenses As Amended: $787,288 As Originally Filed: $851,882 Change: $-64,594 Form 990, Part X, Column (b), Line 1 - Cash - non-interest-bearing As Amended: $852,371 As Originally Filed: $402,371 Change: $450,000 Form 990, Part X, Line 10b - Less: accumulated depreciation As Amended: $0 As Originally Filed: $10,991 Change: $-10,991 Form 990, Part X, Column (b), Line 10c As Amended: $30,446 As Originally Filed: $19,455 Change: $10,991 Form 990, Part X, Column (b), Line 14 - Intangible assets As Amended: $21,982 As Originally Filed: $32,973 Change: $-10,991 Form 990, Part X, Column (b), Line 15 - Other assets As Amended: $4,170 As Originally Filed: $391,617 Change: $-387,447 Form 990, Part X, Column (b), Line 16 - Total assets As Amended: $2,108,137 As Originally Filed: $1,570,584 Change: $537,553 Form 990, Part X, Column (b), Line 17 - Accounts payable and accrued expenses As Amended: $428,910 As Originally Filed: $435,400 Change: $-6,490 Form 990, Part X, Column (b), Line 26 - Total liabilities As Amended: $468,910 As Originally Filed: $475,400 Change: $-6,490 Form 990, Part X, Column (b), Line 27 - Net assets without donor restrictions As Amended: $1,639,227 As Originally Filed: $1,095,184 Change: $544,043 Form 990, Part X, Column (b), Line 32 - Total net assets or fund balances As Amended: $1,639,227 As Originally Filed: $1,095,184 Change: $544,043 Form 990, Part X, Column (b), Line 33 - Total liabilities and net assets/fund balances As Amended: $2,108,137 As Originally Filed: $1,570,584 Change: $537,553 Form 990, Part XI, Line 1 - Total revenue As Amended: $7,441,411 As Originally Filed: $6,891,411 Change: $550,000 Form 990, Part XI, Line 2 - Total expenses As Amended: $7,371,161 As Originally Filed: $7,365,204 Change: $5,957 Form 990, Part XI, Line 3 - Revenue less expenses As Amended: $70,250 As Originally Filed: $-473,793 Change: $544,043 Form 990, Part XI, Line 10 - Net assets or fund balances at end of year As Amended: $1,639,227 As Originally Filed: $1,095,184 Change: $544,043 Form 990, Schedule A, Part II, Section A, Column (e), Line 1 - Gifts, grants, contributions, and membership fees received As Amended: $7,441,411 As Originally Filed: $6,891,411 Change: $550,000 Form 990, Schedule A, Part II, Section A, Column (f), Line 1 - Gifts, grants, contributions, and membership fees received As Amended: $12,904,799 As Originally Filed: $12,354,799 Change: $550,000 Form 990, Schedule A, Part II, Section A, Column (e), Line 4 - Total As Amended: $7,441,411 As Originally Filed: $6,891,411 Change: $550,000 Form 990, Schedule A, Part II, Section A, Column (f), Line 4 - Total As Amended: $12,904,799 As Originally Filed: $12,354,799 Change: $550,000 Form 990, Schedule A, Part II, Section A, Column (f), Line 5 - The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) As Amended: $7,195,608 As Originally Filed: $7,293,198 Change: $-97,590 Form 990, Schedule A, Part II, Section A, Column (e), Line 6 - Public Support As Amended: $5,709,191 As Originally Filed: $5,061,601 Change: $647,590 Form 990, Schedule A, Part II, Section A, Column (e), Line 7 - Amounts from line 4 As Amended: $7,441,411 As Originally Filed: $6,891,411 Change: $550,000 Form 990, Schedule A, Part II, Section A, Column (f), Line 7 - Amounts from line 4 As Amended: $12,904,799 As Originally Filed: $12,354,799 Change: $550,000 Form 990, Schedule B, Part I, #13 As Amended: $80,084 As Originally Filed: $78,674 Change: $1,410 Form 990, Schedule C, Part II-A, Line 1d - Other exempt purpose expenditures As Amended: $6,921,161 As Originally Filed: $6,465,204 Change: $455,957 Form 990, Schedule C, Part II-A, Line 1e - Total exempt purpose expenditures As Amended: $7,371,161 As Originally Filed: $6,915,204 Change: $455,957 Form 990, Schedule C, Part II-A, Line 1f - Lobbying nontaxable amount As Amended: $518,558 As Originally Filed: $495,760 Change: $22,798 Form 990, Schedule C, Part II-A, Column (d), Line 2a - Lobbying nontaxable amount As Amended: $518,558 As Originally Filed: $495,760 Change: $22,798 Form 990, Schedule D, Part VI, Column (c), Line 1e - Other As Amended: $0 As Originally Filed: $10,991 Change: $-10,991 Form 990, Schedule D, Part VI, Column (d), Line 1e - Other As Amended: $30,446 As Originally Filed: $19,455 Change: $10,991 Form 990, Schedule D, Part VI, Total As Amended: $30,446 As Originally Filed: $19,455 Change: $10,991 Form 990, Schedule D, Part IX, Other Assets - Due From Related Party As Amended: $0 As Originally Filed: $391,617 Change: $-391,617 Note: The amount of Other Assets on Form 990, Page 11, Part X, line 15 does not equal or exceed 5 percent of the total assets on Form 990, Page 11, Part X, line 16, column b. Consequently, in accordance with IRS instructions Schedule D, Part IX has been left blank. Form 990, Schedule D, Part XI, Line 1 - Total revenue, gains, and other support per audited financial statements As Amended: $7,441,411 As Originally Filed: $6,891,411 Change: $550,000 Form 990, Schedule D, Part XI, Line 3 - Subtract line 2e from line 1 As Amended: $7,441,411 As Originally Filed: $6,891,411 Change: $550,000 Form 990, Schedule D, Part XI, Line 5 - Total revenue As Amended: $7,441,411 As Originally Filed: $6,891,411 Change: $550,000 Form 990, Schedule D, Part XII, Line 1 - Total expenses and losses per audited financial statements As Amended: $7,371,161 As Originally Filed: $7,365,204 Change: $5,957 Form 990, Schedule D, Part XII, Line 3 - Subtract line 2e from line 1 As Amended: $7,371,161 As Originally Filed: $7,365,204 Change: $5,957 Form 990, Schedule D, Part XII, Line 5 - Total expenses As Amended: $7,371,161 As Originally Filed: $7,365,204 Change: $5,957 Form 990, Part VI, Section B, line 11b The draft of the annual Form 990 is provided to all board members prior to filing with the IRS. Form 990, Part VI, Section B, line 12c The organization has a conflict of interest policy in which all board members, officers and key employees are required to report any conflicts of interest. Form 990, Part VI, Section B, line 15 The compensation of the Executive Director and other employees are benchmarked with other like organizations while considering our ambition to recruit the kind of talent needed as an organization, independently, without the participation of interested persons. Form 990, Part VI, Section C, line 19 The organization makes it governing documents, conflict of interest policy, and financial statements available to the public upon request as required by law. Form 990, Part IX, line 11g Consultants: Program service expenses 1,425,586. Management and general expenses 7,902. Fundraising expenses 17,182. Total expenses 1,450,670. Form 990, Part XII, Line 2c: There were no changes to the organization's oversight process or selection process during the year. Secure Democracy USA 611 Pennsylvania Avenue SE Suite 20 Washington DC 20003 823846342 Build Stronger Elections State By State DC 501(c)(4) N/A N/A 1 Free and Fair Elections USA Inc 611 Pennsylvania Avenue SE Suite 20 Washington DC 20003 882257489 Public Education DC 501(c)(4) N/A N/A 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 Secure Democracy USA B 450000 Actual Secure Democracy USA P 391617 Asset Free and Fair Elections USA Inc Q 40000 Liability