2024-08-15T16:01:42-05:00 2023-12-31 910189318 MOSS ADAMS LLP 805 SW BROADWAY STE 1400 PORTLAND OR 97205 990 2023-01-01 832050594 ECONOMIC SECURITY PROJECT ACTION INC ECON 7046342917 228 PARK AVE S PMB 32482 NEW YORK NY 10003 TAYLOR JO ISENBERG EXECUTIVE DIRECTOR 7046342917 2024-08-14 1 1 MAGGIE ELLIOTT P01790721 5032421447 2024-08-14 2023 2024-08-08 14:25:15Z TAYLOR JO ISENBERG 228 PARK AVE S PMB 32482 NEW YORK NY 10003 3696082 0 X WWW.ECONOMICSECURITY.US X 2018 DE ECONOMIC SECURITY PROJECT ACTION ADVOCATES FOR IDEAS THAT BUILD ECONOMIC POWER FOR ALL AMERICANS. WE AIM TO CHECK CORPORATE POWER THROUGH ANTIMONOPOLY ACTION AND SHAPING MARKETS, CHAMPION A GUARANTEED INCOME, AND ADVOCATE FOR CASH TAX CREDITS. TO ACHIEVE THIS, OUR TEAM DISBURSES GRANTS, RUNS ISSUE CAMPAIGNS, DEVELOPS CREATIVE INTERVENTIONS AND RESEARCH, AND CONVENES THE FIELD TO ADVANCE OUR ISSUES AND TURN BOLD IDEAS INTO REALITY. 7 5 0 5 0 0 2910938 2414945 0 0 -19801 70062 0 0 2891137 2485007 275000 290000 0 0 899725 961226 0 0 53157 1263044 444963 2437769 1696189 453368 788818 3171252 3760800 277637 78367 2893615 3682433 X ECONOMIC SECURITY PROJECT ACTION ADVOCATES FOR IDEAS THAT BUILD ECONOMIC POWER FOR ALL AMERICANS. WE AIM TO CHECK CORPORATE POWER THROUGH ANTIMONOPOLY ACTION AND SHAPING MARKETS, CHAMPION A GUARANTEED INCOME, AND ADVOCATE FOR CASH TAX CREDITS. TO ACHIEVE THIS, OUR TEAM DISBURSES GRANTS, RUNS ISSUE CAMPAIGNS, DEVELOPS CREATIVE INTERVENTIONS AND RESEARCH, AND CONVENES THE FIELD TO ADVANCE OUR ISSUES AND TURN BOLD IDEAS INTO REALITY. 0 0 1059881 190000 OUR CASH TAX CREDIT (CTC) IN THE STATES INITIATIVE, DESIGNED TO SHIFT FEDERAL ENERGY FOR A MODERNIZED CTC TO THE STATES, SURPASSED ALL EXPECTATIONS, SUPPORTING THE PASSAGE OF EXPANDED OR IMPROVED TAX CREDITS IN OVER 18 STATES, RESULTING IN OVER $2 BILLION IN OVER 4 MILLION HOUSEHOLDS THIS YEAR ALONE. EVEN AS THAT WORK PICKED UP STEAM, WE KEPT UP THE DRUMBEAT FOR THE FEDERAL CTC. 58882 ON GUARANTEED INCOME (GI), WE LED A RENEWED NATIONAL CONVERSATION AROUND GI AND LIFTED-UP THE EFFECTIVENESS OF PILOT PROGRAMS. IN PARALLEL WE SET THE AGENDA BY BUILDING THE TEN YEAR VISION TO WINNING A GI WITH THE BLUEPRINT FOR A GUARANTEED INCOME, COLLECTIVELY BUILT BY HUNDREDS OF MEMBERS OF THE GUARANTEED INCOME COMMUNITY OF PRACTICE, WHICH GREW TO 1,000+ MEMBERS. 161926 100000 TO SHAPE MARKETS TO WORK FOR PEOPLE, WE PROVIDED CRUCIAL FUNDING TO THE COALITION FIGHTING FOR A NONCOMPETES BAN FOR WORKERS, ORGANIZED INFLUENTIAL GRASSTOPS LEADERS, AND RAISED THE ISSUE'S VISIBILITY THROUGH NATIONAL MEDIA COVERAGE AND COMPELLING TESTIMONIES HIGHLIGHTING THE IMPLICATIONS FOR WORKERS. WE'VE ALSO JUMPED INTO THE DEBATE ON POLITICAL ECONOMY AND ARTIFICIAL INTELLIGENCE WITH THE FIRST ANTIMONOPOLY & AI EVENT IN DC, SEIZING THE OPPORTUNITY TO DEMONSTRATE THAT WE CAN EITHER SHAPE MARKETS TO DELIVER BROAD-BASED PROSPERITY, OR ENTRENCH WEALTH AND POWER IN THE HANDS OF A FEW INDIVIDUALS AND CORPORATIONS. 191368 OVER THE COURSE OF THIS YEAR, OUR EVENTS, WORKSHOPS, AND COMMUNITIES OF PRACTICE HAVE CONVENED OVER 1,000 PEOPLE, ENGAGING FRONTLINE ADVOCATES, TOP OFFICIALS IN THE WHITE HOUSE, AND LONG-TIME COLLABORATORS. WE ALSO EXPANDED OUR FOOTPRINT IN BOTH CALIFORNIA AND ILLINOIS, INVESTING IN THEM AS THE VANGUARD STATES IN ADVANCING BOLD ECONOMIC POLICIES. 191368 1472057 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 1 12 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 7 5 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 0 1 0 0 NY X SERGE HYACINTHE 7046342917 228 PARK AVE S PMB 32482 NEW YORK NY 10003 NATALIE FOSTER PRESIDENT 4.00 36.00 X X 18564 290829 22500 DORIAN WARREN SECRETARY 1.00 1.00 X X 0 18400 0 CHRISTOPHER HUGHES CHAIR 1.00 1.00 X X 0 0 0 FELICIA WONG TREASURER 1.00 1.00 X X 0 0 0 AISHA NYANDORO DIRECTOR 1.00 1.00 X 0 0 0 BEN CHIN DIRECTOR 1.00 X 0 0 0 SABEEL RAHMAN DIRECTOR 1.00 X 0 0 0 TAYLOR JO ISENBERG EXECUTIVE DIRECTOR 4.00 36.00 X 19846 178614 38694 ADAM RUBEN VICE PRESIDENT CAMPAIGNS & POLITICAL STRATEGY 4.00 36.00 X 116275 174413 12 ANNA C AURILIO SENIOR DIRECTOR OF CAMPAIGNS 4.00 36.00 X 73843 110764 32453 HARISH PATEL VICE PRESIDENT BUILD THE FIELD 4.00 36.00 X 11770 184396 15227 SERGE HYACINTHE DIRECTOR OF FINANCE & ADMINISTRATION 4.00 36.00 X 15066 135597 34587 TERESA OLLE DIRECTOR OF ECONOMIC SECURITY CA 4.00 36.00 X 59753 89630 31228 315117 1182643 174701 1 0 1 0 FEDERAL HALL POLICY ADVISORS LLC 1455 PENNSYLVANIA AVE NW WASHINGTON DC 20004 POLICY ADVISORY 120000 1 2414945 1211075 2414945 50236 50236 1230901 1211075 19826 19826 19826 2485007 0 0 70062 X 290000 290000 42132 33135 2415 6582 755705 683743 34785 37177 24827 22307 1158 1362 71710 64433 3344 3933 66852 57671 5661 3520 7801 4378 3423 42582 42582 15000 15000 1566 1566 297666 295166 2500 14843 2447 12396 3091 3066 25 21118 21118 DUES & SUBSCRIPTIONS 41223 638 40027 558 MEALS & ENTERTAINMENT 73 73 1696189 1472057 170975 53157 250103 789086 2237801 888831 675000 32226 8348 24000 0 2026657 3171252 3760800 178140 62954 10000 0 89497 15413 277637 78367 X 1662860 2869534 1230755 812899 2893615 3682433 3171252 3760800 788818 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO RELATED PARTY 15413 15413 X 2483441 0 2483441 1566 1566 2485007 1694623 0 1694623 1566 1566 1696189 PART X, LINE 2: THE ORGANIZATION RECOGNIZES THE TAX BENEFIT FORM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO INCOME TAX MATTERS IN MANAGEMENT AND GENERAL. THE ORGANIZATION HAS NO UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2023 OR 2022. THE ORGANIZATION FILES AN EXEMPT ORGANIZATION RETURN IN THE U.S. FEDERAL JURISDICTION. 1 CASH CAMPAIGN OF MARYLAND 575 S CHARLES ST SUITE 500 BALTIMORE MD 21201 814607977 501(C)(3) 10000 0 GENERAL SUPPORT DC FISCAL POLICY INSTITUTE INC 1275 FIRST ST NW WASHINGTON DC 20002 822103918 501(C)(3) 25000 0 GENERAL SUPPORT EMPIRE STATE VOICES INC 228 PARK AVE S PMB 49561 NEW YORK NY 10003 922925787 25000 0 GENERAL SUPPORT FIGHT FOR THE FUTURE INC PO BOX 55071 PMB 95005 BOSTON MA 02205 453951426 501(C)(4) 20000 0 GENERAL SUPPORT HAWAII APPLESEED CENTER FOR LAW 733 BISHOP ST SUITE 1180 HONOLULU HI 96813 760748976 501(C)(3) 10000 0 GENERAL SUPPORT MAKE THE ROAD ACTION INC 301 GROVE ST BROOKLYN NY 11237 271408443 501(C)(4) 10000 0 GENERAL SUPPORT NEBRASKA APPLESEED 941 O ST SUITE 920 LINCOLN NE 68508 470798343 501(C)(3) 15000 0 GENERAL SUPPORT NYIC ACTION 131 W 33RD ST SUITE 610 NEW YORK NY 10001 133573409 501(C)(3) 30000 0 GENERAL SUPPORT OUR POWER PO BOX 4775 PORTLAND ME 04112 844695042 501(C)(4) 10000 0 GENERAL SUPPORT P STREET 1629 K ST NW SUITE 300 WASHINGTON DC 20006 273204744 501(C)(3) 27500 0 GENERAL SUPPORT THE TECH OVERSIGHT PROJECT 5337 5TH ST NW WASHINGTON DC 20011 874209086 501(C)(3) 50000 0 GENERAL SUPPORT US PIRG 1543 WAZEE ST SUITE 460 DENVER CO 80202 042790740 501(C)(4) 20000 0 GENERAL SUPPORT 12 19 PART I, LINE 2: ESPA MAINTAINS ONGOING ENGAGEMENTS WITH ITS GRANTEES AND RECEIVES PROGRAMMATIC AND FISCAL UPDATES. GRANTEES ARE REQUIRED TO ALERT ESP OF ANY RELEVANT PENDING ISSUES, DEVIATION FROM PROGRAM OBJECTIVES AND THEIR APPROVED BUDGETS. WITHIN ONE-TO TWO MONTHS (DEPENDING ON ORGANIZATIONAL TIMELINES) OF THE CONCLUSION OF THE AWARD, ESP COLLECTS A FINANCIAL AND NARRATIVE REPORT FROM GRANTEES THROUGH OUR GRANTS PORTAL, WHICH DOCUMENT THE GRANT'S ACCOMPLISHMENTS AND USE OF FUNDS. 0 0 0 0 0 0 0 0 0 NATALIE FOSTER PRESIDENT 18564 290829 0 0 0 0 1350 21150 0 0 19914 311979 0 0 ADAM RUBEN VICE PRESIDENT CAMPAIGNS & POLITICAL STRATEGY 116275 174413 0 0 0 0 0 0 5 7 116280 174420 0 0 TAYLOR JO ISENBERG EXECUTIVE DIRECTOR 19846 178614 0 0 0 0 2205 19846 166 16477 22217 214937 0 0 ANNA C AURILIO SENIOR DIRECTOR OF CAMPAIGNS 73843 110764 0 0 0 0 11287 16931 1694 2541 86824 130236 0 0 HARISH PATEL VICE PRESIDENT BUILD THE FIELD 11770 184396 0 0 0 0 888 13910 26 403 12684 198709 0 0 SERGE HYACINTHE DIRECTOR OF FINANCE & ADMINISTRATION 15066 135597 0 0 0 0 2871 25843 587 5286 18524 166726 0 0 TERESA OLLE DIRECTOR OF ECONOMIC SECURITY CA 59753 89630 0 0 0 0 12000 18000 491 737 72244 108367 0 0 PART I, LINE 3: ESPA INC RELIES ON A RELATED ORGANIZATION, ESP INC., TO DETERMINE COMPENSATION OF ITS OFFICERS. THE FOLLOWING METHODS WERE USED TO DETERMINE COMPENSATION: COMPENSATION SURVEY AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. X 10 1211075 FAIR MARKET VALUE 0 0 0 0 PART I, COLUMN (B): THE AMOUNT IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ONE CLASS OF MEMBERS, CONSISTING OF THE INITIAL MEMBER AND OTHERS WHO ARE ADMITTED AS MEMBERS BY ACTION OF THE MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS, ACTING ALONE AND WITHOUT THE ACTION OF THE BOARD, HAVE THE SOLE AUTHORITY TO APPOINT, AND REMOVE WITHOUT CAUSE, DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS HAVE THE SOLE AUTHORITY TO APPOINT, AND REMOVE WITHOUT CAUSE, OFFICERS AND KEY PERSONNEL, APPROVE CHANGES TO THE MISSION OR PURPOSES OF THE CORPORATION, APPROVE AMENDMENT TO THE CORPORATION'S CERTIFICATE OF INCORPORATION AND BYLAWS, APPROVE ANY MERGER, CONSOLIDATION, MEMBERSHIP EXCHANGE, CONVERSION, DOMESTICATION, DISSOLUTION, OR OTHER CHANGE TO THE STRUCTURE OF THE CORPORATION. THEY ALSO HAVE THE SOLE AUTHORITY TO APPROVE THE TRANSFER OR SALE OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION, APPROVE THE ANNUAL BUDGET OF THE CORPORATION, APPROVE THE INCURRENCE OF ANY INDEBTEDNESS BY THE CORPORATION OUTSIDE THE ORDINARY COURSE OF BUSINESS, APPROVE RETAINING LEGAL COUNSEL AND FILING SUIT AGAINST THE GOVERNMENT OR SPECIFIED THIRD PARTIES. LASTLY, THEY HAVE THE SOLE AUTHORITY TO APPROVE CONFLICT OF INTEREST TRANSACTIONS BETWEEN THE CORPORATION AND A DIRECTOR OR OFFICER, AND APPROVE ANY KEY DECISIONS OR CONTRACTUAL ARRANGEMENTS THAT MAY AFFECT THE REPUTATION OR VIABILITY OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DID NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY OUTSIDE ACCOUNTANTS AND REVIEWED BY THE TREASURER AND OUTSIDE COUNSEL. THE FINAL COPY OF THE RETURN WAS PROVIDED TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS MEMBERS, DIRECTORS, OFFICERS, AND KEY EMPLOYEES OF THE CORPORATION ("COVERED PERSONS"). A COPY OF THE CONFLICT OF INTEREST POLICY MUST BE FURNISHED ANNUALLY TO EACH COVERED PERSON. EACH COVERED PERSON ANNUALLY SIGNS A STATEMENT THAT AFFIRMS THAT HE OR SHE HAS RECEIVED A COPY OF THIS POLICY, HAS READ AND UNDERSTANDS THE POLICY, AND HAS AGREED TO COMPLY WITH THIS POLICY. COVERED PERSONS MUST ANNUALLY FILE A STATEMENT WITH THE BOARD OF DIRECTORS THAT LISTS ANY OUTSIDE EMPLOYMENT OR CONSULTING WORK OR ANY BOARD MEMBERSHIP OR AFFILIATION WITH OTHER ORGANIZATIONS THAT COULD CONSTITUTE A CONFLICT, ALONG WITH A LISTING OF SIGNIFICANT INVESTMENTS OWNED AS DEFINED IN THE POLICY. ALL MATERIAL FACTS CONCERNING ANY SITUATION THAT MIGHT BE VIEWED AS A CONFLICT ARE DISCLOSED TO THE BOARD OF DIRECTORS BY THE COVERED PERSON CONCERNED. NO COVERED PERSON MAY BE PRESENT FOR A VOTE BY THE BOARD OF DIRECTORS ON ANY DECISION OR ACTION BY THE CORPORATION THAT WOULD DIRECTLY OR INDIRECTLY BENEFIT THAT PERSON, ALTHOUGH THAT PERSON MAY ANSWER QUESTIONS OR RESPOND TO REQUESTS FOR FACTUAL INFORMATION NEEDED FOR THE BOARD TO MAKE AN INFORMED DECISION. THE BOARD MAY NOT APPROVE ANY TRANSACTION IN WHICH A COVERED PERSON HAS A MATERIAL FINANCIAL INTEREST. THE MINUTES OF ANY BOARD MEETING AT WHICH DISCUSSIONS OF POTENTIAL CONFLICTED TRANSACTIONS TAKE PLACE REFLECTS IN DETAIL THE DELIBERATIONS AND VOTING PROCESS RELATED TO SUCH TRANSACTIONS. FORM 990, PART VI, SECTION B, LINE 15A ECONOMIC SECURITY PROJECT ACTION (ESPA) INC RELIES ON A RELATED ORGANIZATION, ECONOMIC SECRUITY PROJECT (ESP) INC TO DETERMINE COMPENSATION OF ITS OFFICERS. ESP USES THE FOLLOWING METHODS TO DETERMINE THE COMPENSATION IT PAYS TO THE EXECUTIVE DIRECTOR AND PRESIDENT: THE EXECUTIVE DIRECTOR'S AND PRESIDENT'S COMPENSATION PACKAGES ARE REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. COMPENSATION IS BASED ON COMPENSATION HISTORY, COMPARABLE SALARIES AND LEVEL OF RESPONSIBILITY. THE PROCESS WAS LAST COMPLETED IN MARCH 2022. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST WHEN REQUIRED BY FEDERAL OR STATE LAW. FORM 990, PART IX, LINE 11G CONSULTING FEES: PROGRAM SERVICE EXPENSES 273,796. MANAGEMENT AND GENERAL EXPENSES 2,500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 276,296. POLLING CONSULTANTS: PROGRAM SERVICE EXPENSES 21,370. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,370. ECONOMIC SECURITY PROJECT INC 228 PARK AVENUE S PMB 32482 NEW YORK NY 10003 853888872 RESEARCH DE 501(C)(3) LINE 7 ECONOMIC SECURITY PROJECT ACTION INC 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 ECONOMIC SECURITY PROJECT INC O 957342 ACTUAL COST