2024-11-08T08:22:06-06:00 2023-12-31 HAN GROUP LLC 1020 19TH STREET NW SUITE 800 WASHINGTON DC 20036 990 2023-01-01 522003442 STATE DEMOCRACY PROJECT STAT 2018158499 77 SANDS STREET 6TH FLOOR BROOKLYN NY 11201 BETH SCHULMAN DIRECTOR 2018158499 2024-11-07 1 1 JENNIFER S HAN P00633304 2022937000 2024-11-07 2023 2024-10-15 13:58:12Z BETH SCHULMAN 77 SANDS STREET 6TH FLOOR BROOKLYN NY 11201 19722670 0 X STATEDEMOCRACYPROJECT.ORG X 1996 DC SDP SEEKS TO IMPROVE DEMOCRACY BY ENCOURAGING CITIZEN PARTICIPATION. 4 4 0 5 0 0 1932025 19571148 0 151075 0 0 0 447 1932025 19722670 2244255 16661466 0 0 139399 99818 0 0 36800 72922 263101 2456576 17024385 -524551 2698285 1632857 3119318 1370083 158259 262774 2961059 X THE STATE DEMOCRACY PROJECT DEDICATES ITSELF TO SERVING THE GENERAL PUBLIC AND POLICY MAKERS REGARDING THE NEED TO ITERATIVELY IMPROVE AMERICAN DEMOCRACY BY ENCOURAGING INCREASED CITIZEN PARTICIPATION IN ELECTIONS AND POLICY-MAKING, AS WELL AS MORE RESPONSIVE GOVERNMENT INSTITUTIONS AT THE LOCAL, STATE AND FEDERAL LEVELS. 0 0 16826629 16661466 151075 SPONSORED PROJECTSTHE STATE DEMOCRACY PROJECT SUPPORTS A DIVERSE ARRAY OF GRASSROOTS ORGANIZATIONS TO PURSUE STRUCTURAL CHANGES TO EXPAND PARTICIPATION, MAKE GOVERNMENT MORE RESPONSIVE, AND BUILD A MORE DEMOCRATIC SOCIETY. STATE DEMOCRACY PROJECT'S PROGRAM SERVICES CONCENTRATE ON PROVIDING THESE PARTNERS WITH FISCAL SPONSORSHIP ARRANGEMENTS THAT ALLOW THEM TO FOCUS ON PROGRAMMATIC GOALS WHILE REDUCING THEIR BUREAUCRATIC OBLIGATIONS.BY THE END OF 2023, STATE DEMOCRACY PROJECT HAS ENTERED INTO EIGHTEEN SEPARATE FISCAL SPONSORSHIP AGREEMENTS TO SUPPORT PROJECTS WHICH WILL FURTHER THE CHARITABLE AND EDUCATIONAL PURPOSES OF STATE DEMOCRACY PROJECT. GRANT FUNDS AWARDED TO THESE ORGANIZATIONS ARE SUBJECT TO THE RESTRICTIONS AND OBLIGATIONS IMPOSED BY THE AGREEMENTS AND MAY ONLY BE USED FOR THE REASONABLE AND NECESSARY EXPENSES INCURRED IN CONDUCTING THE PROJECTS IDENTIFIED. STATE DEMOCRACY PROJECT MAY CHARGE UP TO THREE PERCENT OF ALL GIFTS RECEIVED IN SUPPORT OF THE PROJECTS TO DEFRAY ADMINISTRATIVE AND MANAGEMENT COSTS RELATED TO MONITORING THESE AGREEMENTS. STATE DEMOCRACY PROJECT RETAINS THE UNILATERAL VARIANCE POWER PURSUANT TO THE SIGNED AGREEMENTS. 16826629 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 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 0 0 1 16 0 1 0 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 1 1 0 0 AL AR CA CT FL GA HI IL KS KY MD MA MI MN MS NH NY NC OR PA RI SC TN UT VA WV WI X BETH SCHULMAN 2018158499 77 SANDS STREET 6TH FLOOR BROOKLYN NY 11201 TAMARA BRUNNER CHAIR 1.00 X X 0 0 0 DAN CANTOR SECRETARY (THRU JUNE); TREASURER 1.00 X X 0 0 0 RAJAN NARANG ED (THRU FEB); DIRECTOR (AS OF MAR) 0.50 X X 0 0 0 BRIAN KETTENRING DIRECTOR (THROUGH MAR) 1.00 X 0 0 0 ASA SHAW DIRECTOR 0.50 X 0 0 0 BETH SCHULMAN SDP DIRECTOR 35.00 X 59094 0 4950 YOUNG JUNG CHO ED OF SDP'S BPRC PROJECT 35.00 X 28619 0 7155 87713 0 12105 0 0 0 0 0 19571148 19571148 FISCAL SPONSORSHIP FEES 900099 151075 151075 151075 REIMBURSEMENTS 900099 447 447 447 19722670 151075 0 447 16661466 16661466 99818 43506 25617 30695 3787 3787 121368 121368 7027 7027 1806 1806 2799 2799 12164 12164 103004 102291 713 4368 4368 REGISTRATION FEES 6105 6105 DUES AND SUBSCRIPTIONS 673 175 498 17024385 16826629 160956 36800 1358059 1652177 271870 1432548 31709 2928 2884 1632857 3119318 3577 139050 19209 1366506 1370083 158259 X 21437 678165 241337 2282894 262774 2961059 1632857 3119318 2698285 0 X X 0 1 X 1 0 X 358550 1594699 485644 1932025 19571148 23942066 358550 1594699 485644 1932025 19571148 23942066 1234508 22707558 30 715 400 447 1592 23943658 151075 0.94840 0.66800 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 30. 2020 AMOUNT: $ 715. 2021 AMOUNT: $ 400. REIMBURSEMENTS - 2023 AMOUNT: $ 447. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 190000 190000 16834385 17024385 1000000 250000 0 0 128150 125955 272829 1000000 1526934 2290401 190000 190000 32038 31489 68207 250000 381734 572601 190000 190000 0 X 19722670 0 19722670 0 19722670 17024385 0 17024385 0 17024385 PART X, LINE 2: THE ORGANIZATION FOLLOWS THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ACCOUNTING STANDARDS CODIFICATION TOPIC 740-10, INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED ON AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. IT IS THE ORGANIZATION'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN INCOME TAX EXPENSES. THE ORGANIZATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2023 AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION ON THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. THE STATUTE OF LIMITATIONS GENERALLY REMAINS OPEN FOR THREE TAX YEARS WITH THE U.S. FEDERAL JURISDICTION OR THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE ORGANIZATION FILES TAX RETURNS. 1 WORKING FAMILIES ORGANIZATION 77 SANDS STREET 6 BROOKLYN NY 11201 204994004 501(C)(4) 14772359 0 STATE REFORM FELLOWSHIPS AND SPONSORED PROJECTS PRO DEMOCRACY CAMPAIGN 124 WASHINGTON STREET SUITE 101 FOXBORO MA 02035 932175467 501(C)(4) 1025000 0 EXCLUSIVELY FOR THE EXPLICIT CHARITABLE, 501(C)(3) ELIGIBLE PURPOSES DESCRIBED IN GRANTEE'S PROPOSAL BE A HERO EDUCATION FUND 328 PARK AVENUE SOUTH PMB 17608 NEW YORK NY 10003 882524071 501(C)(3) 560106 0 501(C)(3)-APPROPRIATE ACTIVITIES UN-PAC ACTION 9 KERN RAMBLE STREET APT A AUSTIN TX 78722 862112438 501(C)(4) 245000 0 IN SUPPORT OF CHARITABLE AND EDUCATIONAL ACTIVITIES, AS DESCRIBED IN FISCAL SPONSORSHIP APPLICATION AND SUBSEQUENT MATERIALS SHARED WITH SDP WOMEN UPRISING 2701 LAWRENCE STREET DENVER CO 80205 932976261 501(C)(3) 36501 0 501(C)(3)-APPROPRIATE ACTIVITIES TIDES FOUNDATION 1012 TORNEY AVENUE SAN FRANCISCO CA 94129 510198509 501(C)(3) 22500 0 STATE REFORMS FELLOWSHIPS 3 3 PART I, LINE 2: THE BOARD OF DIRECTORS IDENTIFIES GRANTEES AND AUTHORIZES ALL GRANTS. GRANT AGREEMENTS WHICH INCLUDE LEGAL EXPECTATIONS OF BOTH PARTIES AND REPORTING REQUIREMENTS FOR GRANTEE ARE EXECUTED BEFORE FUNDS ARE DISBURSED. STATE DEMOCRACY PROJECT WORKS DIRECTLY WITH ITS GRANTEES FOR THE TERM OF THE GRANT. THE SDP DIRECTOR AND/OR THEIR REPRESENTATIVES MEET WITH GRANTEES REGULARLY BY PHONE AND COMMUNICATES BY EMAIL REGARDING PROGRESS ON THE WORK, SPECIFIED DELIVERABLES, AND ENSURING THE MONEY IS USED AS INTENDED. FORM 990, PART VI, SECTION B, LINE 11B THE FEDERAL FORM 990 IS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY THE ACCOUNTING CONSULTANT. A COPY OF THE DRAFT FEDERAL FORM 990 IS PROVIDED TO EACH BOARD MEMBER WITH ADDITIONAL DOCUMENTS FOR REVIEW AND APPROVAL. IF ANY CHANGES WERE MADE, THE FINAL DRAFT FORM 990 IS SENT TO THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES AND THE BOARD OF DIRECTORS ARE ASKED ONCE A YEAR AT THE FIRST BOARD MEETING OF THE YEAR TO COMPLETE THEIR ANNUAL CONFLICT OF INTEREST FORMS. TO IDENTIFY POSSIBLE CONFLICTS OF THE INTEREST, ALL EVERY SDP STAFF, CONSULTANTS, INTERNS AND VOLUNTEERS MUST DISCLOSE TO THE DIRECTOR, OR TO THEIR SUPERVISORS, THE EXISTENCE OF ANY FINANCIAL INTEREST IN ANY ENTITY WITH WHICH THAT CORPORATION OR ANY LEGALLY RELATED ORGANIZATION HAS OR IS NEGOTIATING A TRANSACTION OR ARRANGEMENT WITH SDP AND ALL MATERIAL FACTS RELATED TO THAT INTEREST. A CONFLICT OF INTEREST EXISTS WHENEVER AN INTERESTED PERSON'S COMPETING INTEREST OR FIDUCIARY DUTY IS SUBSTANTIAL ENOUGH THAT THE INTERESTED PERSON CANNOT REASONABLY BE EXPECTED TO EXERCISE INDEPENDENT JUDGEMENT AND TAKE ACTION IN THE BEST INTEREST OF THE CORPORATION. CONFLICTS OF INTEREST MOST FREQUENTLY ARISE IN (BUT ARE IN NO WAY LIMITED TO) THE CONTEXT OF: 1) DECISIONS ABOUT AN INTERESTED PERSON'S COMPENSATION (AS A CONTRACTOR OR EMPLOYEE); 2) DECISIONS ABOUT TRANSACTIONS WITH ENTITIES IN WHICH AN INTERESTED PERSON HOLD AN OWNERSHIP INTEREST; 3) DECISIONS ABOUT TRANSACTIONS WITH AN ENTITY BY WHICH AN INTERESTED PERSON IS EMPLOYED. CONFLICTS (OR THE APPEARANCE OF CONFLICTS) MAY ALSO ARISE WHEN THE CORPORATION IS CONTEMPLATING A TRANSACTION WITH A CLOSE RELATIVE OR DOMESTIC PARTNER OF AN INTERESTED PERSON, OR ANY ENTITY IN WHICH SUCH A RELATED PERSON HAS AN OWNERSHIP INTEREST OR WHICH EMPLOYS SUCH A PERSON. CONFLICTS (OR THE APPEARANCE OF CONFLICTS) MAY ALSO ARISE WHEN THE CORPORATION IS CONTEMPLATING A TRANSACTION WITH A CLOSE RELATIVE OR DOMESTIC PARTNER OF AN INTERESTED PERSON, OR ANY ENTITY IN WHICH SUCH A RELATED PERSON HAS AN OWNERSHIP INTEREST OR WHICH EMPLOYS SUCH A PERSON. WHENEVER A DIRECTOR, OFFICER, OR COMMITTEE MEMBER BECOMES AWARE OF A POTENTIAL CONFLICT OF INTEREST, WHETHER FINANCIAL OR OTHERWISE, S/HE MAKES THE SITUATION KNOWN TO THE BOARD OR COMMITTEE (AS THE CASE MIGHT BE) AND PROVIDE ALL FACTS MATERIAL TO UNDERSTANDING THE NATURE AND SCOPE OF THE CONFLICT, INCLUDING WHETHER THE INTERESTED PERSON BELIEVES HIS OR HER ABILITY TO MAKE AN INDEPENDENT DECISION BASED SOLELY ON THE BEST INTEREST OF THE CORPORATION HAS BEEN COMPROMISED. IF THE INTERESTED PERSON INVOLVED DOES NOT MAKE THIS DISCLOSURE, ANOTHER DIRECTOR OR COMMITTEE MEMBER WITH KNOWLEDGE OF THE POTENTIAL CONFLICT DRAWS IT TO THE BODY'S ATTENTION. THE INTERESTED PERSON WITH THE POTENTIAL CONFLICT RETIRES FROM THE MEETING AND DOES NOT PARTICIPATE IN FINAL DISCUSSION AND VOTING ON THE EXISTENCE OF THE CONFLICT. IF A CONFLICT IS FOUND TO EXIST, THE INTERESTED PERSON MAY BE INVITED TO PROVIDE ANY RELEVANT INFORMATION THAT COULD BE OF USE TO THE BOARD IN MAKING ITS DECISION, BUT AGAIN RETIRES AND DOES NOT PARTICIPATE IN THE FINAL DISCUSSION AND VOTING REGARDING THE TRANSACTION. THE BOARD OF DIRECTORS OR COMMITTEE'S DECISION WILL BE BASED ON CONSIDERATION OF WHETHER THE TRANSACTION: A. IS IN THE ORGANIZATION'S BEST INTEREST AND FOR ITS OWN BENEFIT; B. IS FAIR AND REASONABLE TO THE ORGANIZATION; AND C. IS THE MOST ADVANTAGEOUS TRANSACTION OR ARRANGEMENT THE ORGANIZATION CAN OBTAIN WITH REASONABLE EFFORTS UNDER THE CIRCUMSTANCES. WHENEVER A STAFF MEMBER BECOMES AWARE OF A POTENTIAL CONFLICT OF INTEREST IN AN AREA WHERE S/HE EXERCISES ANY DISCRETION IN CARRYING OUT HIS/HER DUTIES FOR THE CORPORATION, S/HE PROMPTLY DISCLOSES THE POTENTIAL CONFLICT OF HER/HIS IMMEDIATE SUPERVISOR OR TO THE DIRECTOR. IF THE DIRECTOR HAS A POTENTIAL CONFLICT, S/HE DISCLOSES IT TO THE BOARD OF DIRECTORS OR AN EXECUTIVE COMMITTEE. THE PERSON OR BODY TO WHOM DISCLOSURE IS MADE (HEREINAFTER "SUPERVISOR") DETERMINES WHETHER THERE IS A CONFLICT THAT REQUIRES RECUSAL OF THE INTERESTED PERSON. WHEN A CONFLICT IS FOUND TO EXIST, THE INTERESTED PERSON PROVIDES THE SUPERVISOR WITH ALL INFORMATION S/HE HAS RELEVANT TO ANY DECISION TO BE MADE IN WHICH S/HE HAS AN INTEREST, AND THE FINAL DECISION IS MADE BY THE SUPERVISOR. FORM 990, PART VI, SECTION B, LINE 15A ALL SALARY INCREASES FOR THE DIRECTOR, OUTSIDE OF COST OF LIVING ADJUSTMENT, ARE INITIATED BY THE BOARD OF DIRECTORS AND ARE DOCUMENTED IN THE MINUTES OF THE MEETING, BASED ON CURRENT SALARY COMPARABILITY DATA FOR THE NONPROFIT SECTOR. THE DIRECTOR DETERMINES COMPENSATION FOR ALL OTHER STAFF. AGGREGATE STAFF COMPENSATION AND COST OF LIVING ADJUSTMENTS ARE DISCUSSED WITH THE BOARD OF DIRECTORS IN THE CONTEXT OF THE ANNUAL BUDGET PROCESS BEFORE MAKING THE INCREASE. ALL FINAL DECISIONS REGARDING AGGREGATE COMPENSATION ARE DOCUMENTED IN THE MINUTES OF THE MEETING. THE MOST RECENT REVIEW OF DIRECTOR WAS CONDUCTED IN MARCH 2023. FORM 990, PART VI, SECTION B, LINE 15B: THE ORGANIZATION DOES NOT HAVE ANY OTHER OFFICERS OR KEY EMPLOYEES BESIDES THE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S ANNUAL FINANCIAL STATEMENTS AS WELL AS ITS FORM 990 ARE AVAILABLE THROUGH ITS WEBSITE. THE FINANCIAL STATEMENTS PLUS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST STATEMENT ARE ALSO AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.