2023-02-14T07:43:46-06:00 2022-03-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2021-04-01 237124915 NATIONAL PARTNERSHIP FOR WOMEN AND FAMILIES NATI 2029862600 1725 EYE STREET NW 950 WASHINGTON DC 20006 JOCELYN FRYE PRESIDENT 2029862600 2023-02-14 1 JOCELYN FRYE 999009999 RICHARD J LOCASTRO CPA P00288314 3019519090 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z X JOCELYN FRYE 1725 EYE STREET NW 950 WASHINGTON DC 20006 6890303 0 X WWW.NATIONALPARTNERSHIP.ORG X 1971 DC SEE PART III, LINE 1. 14 12 50 33 0 0 7303705 5800909 230534 12391 365210 232298 7551 -148080 7907000 5897518 0 0 0 0 5577367 6060582 0 0 1607753 2296652 3786539 7874019 9847121 32981 -3949603 27936057 25541329 2335785 2173156 25600272 23368173 THE NATIONAL PARTNERSHIP FOR WOMEN & FAMILIES IS A NON-PROFIT, NONPARTISAN ORGANIZATION DEDICATED TO IMPROVING THE LIVES OF WOMEN AND FAMILIES - HELPING THEM PARTICIPATE, THRIVE, AND PROSPER IN OUR SOCIETY. 0 0 3413472 ECONOMIC JUSTICE: WORKED TO ACHIEVE FAIRNESS IN THE WORKPLACE AND PROMOTED PUBLIC POLICIES TO HELP WOMEN AND MEN AT ALL INCOME LEVELS MEET THE DUAL DEMANDS OF WORK & FAMILY. CONDUCTED PUBLIC EDUCATION CAMPAIGNS AND DISSEMINATED CONSUMER GUIDES ON A RANGE OF ISSUES INVOLVING WOMEN, WORK, AND FAMILY, SUCH AS PAID FAMILY AND MEDICAL LEAVE, PAID SICK LEAVE, EQUAL PAY, PREGNANCY DISCRIMINATION AND OTHER FORMS OF JOB DISCRIMINATION. PROVIDED INFORMATION AND ASSISTANCE TO OTHER ADVOCATES AND POLICYMAKERS AROUND THE COUNTRY AND WORKED WITH THEM TO DEVELOP SOLUTIONS TO PRESSING PROBLEMS. 2785232 HEALTH JUSTICE: WORKED TO IMPROVE WOMEN'S HEALTH AND MAKE QUALITY HEALTH CARE MORE AVAILABLE AND AFFORDABLE FOR ALL WOMEN AND FAMILIES. DEVELOPED AND DISSEMINATED INFORMATION ABOUT IMPORTANT HEALTH ISSUES AFFECTING WOMEN AND FAMILIES, SUCH AS HEALTH CARE COVERAGE, QUALITY OF CARE, MATERNAL HEALTH CARE QUALITY, HEALTH INFORMATION TECHNOLOGY, AND REPRODUCTIVE RIGHTS. BUILT COALITIONS WITH OTHER ADVOCATES, WORKED WITH EMPLOYERS, AND ASSISTED POLICYMAKERS IN EFFORTS TO PROTECT AND ADVANCE WOMEN'S HEALTH. 1125377 12391 OUTREACH/PUBLIC EDUCATION: INCREASED THE PUBLIC'S UNDERSTANDING OF KEY ISSUES AFFECTING WOMEN AND FAMILIES AND THE PUBLIC AND PRIVATE POLICIES THAT COULD IMPROVE THEIR LIVES. PROVIDED INFORMATION TO MILLIONS OF WOMEN AND MEN THROUGH AN AWARD-WINNING WEB SITE, NEWSLETTERS, POPULAR CONSUMER GUIDES, SPEAKING ENGAGEMENTS, AND MEDIA INTERVIEWS. ENSURED THAT NATIONAL PARTNERSHIP SUPPORTERS AROUND THE COUNTRY HAD THE NECESSARY INFORMATION AND TOOLS TO MAKE THEIR VOICES HEARD IN IMPORTANT PUBLIC DEBATES. 7324081 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 46 0 1 50 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI X X X CORINNA DRAGULESCU 2029862600 1725 EYE STREET NW 950 WASHINGTON DC 20006 X DEBRA L NESS SEE SCHED O PRESIDENT (THROUGH 12/21) 37.50 0.50 X X 368632 0 48773 JUDITH LICHTMAN SEE SCH O SR. ADV./BRD DIR. 37.50 0.50 X 111565 0 62064 JOCELYN FRYE SEE SCH O PRESIDENT (BEG. 12/21) 37.50 X X 54166 0 2069 SHARIS POZEN BOARD CHAIR 0.50 X X 0 0 0 R MAY LEE BOARD VICE CHAIR 0.50 X X 0 0 0 CHRIS SALE BOARD TREASURER 0.50 X X 0 0 0 SHREYA JANI BOARD SECRETARY 0.50 X X 0 0 0 PHILIPPA SCARLETT BOARD DIRECTOR 0.50 X 0 0 0 JEANNIE KEDAS BOARD DIRECTOR 0.50 X 0 0 0 JOE SOLMONESE BOARD DIRECTOR 0.50 X 0 0 0 NINA MATIS BOARD DIRECTOR 0.50 X 0 0 0 SHEILA CHESTON BOARD DIRECTOR 0.50 X 0 0 0 MARCY WILDER BOARD DIRECTOR 0.50 X 0 0 0 NICOLE BERNER BOARD DIRECTOR 0.50 X 0 0 0 CORINNA DRAGULESCU DIRECTOR OF FINANCE 37.50 X 163303 0 29605 DEBBIE WILKES CHIEF OF STAFF 37.50 0.50 X 186080 0 39930 JASMINE GOODRICH VICE PRESIDENT 37.50 X 242427 0 19207 LELAINE BIGGELOW VICE PRESIDENT 37.50 X 224473 0 11702 SINSI HERNANDEZ CANCIO VICE PRESIDENT 37.50 X 179692 0 36497 AMAYA SMITH VICE PRESIDENT 37.50 X 184416 0 19273 TUCKER BALL CHIEF DIGITAL OFFICER 37.50 X 158489 0 30958 1873243 0 300078 18 0 1 0 SKDKNICKERBOCKER LLC 1150 18TH ST NW STE 800 WASHINGTON DC 20036 ECONOMIC JUSTICE CONSULTANTS 644611 CHAMBER HILL 1101 K STREET NW STE 830 WASHINGTON DC 20005 ECONOMIC JUSTICE CONSULTANTS 237500 ISAACSON MILLER INC 263 SUMMER STREET 7TH FLOOR BOSTON MA 02210 EXECUTIVE SEARCH SERVICES 133048 AKINTAYO MANAGEMENT GROUP 1911 GRAYSON HWY SUITE B-123 GRAYSON GA 30017 ANNUAL EVENT CONSULTANTS 123750 4 254 911760 773202 4115693 62250 5800909 HONORARIA 900099 12391 12391 12391 238062 238062 801384 801448 5700 -64 -5700 -5764 -5764 25000 911760 185637 -160637 -160637 MISCELLANEOUS 900099 12557 12557 12557 5897518 12391 0 84218 X 1277014 1004516 171702 100796 3835645 2809224 135171 891250 169826 117533 6281 46012 409709 303164 15762 90783 368388 274046 21285 73057 58153 37026 12638 8489 35986 22913 7820 5253 150000 150000 53856 53856 1308825 1166729 28342 113754 387782 350010 7534 30238 76870 23945 7208 45717 78432 73746 2893 1793 978549 623051 212655 142843 -195 -281 38 48 9646 8433 55 1158 67220 42801 14607 9812 8724 5555 1896 1273 WRITE OFF'S 170993 170993 STAFF DEVELOPMENT 167279 107990 35124 24165 FEES AND DUES 92524 65325 8138 19061 HONORARIUM 82092 82092 59803 56263 1289 2251 9847121 7324081 915287 1607753 X 500 500 6059715 3372385 2096131 1005540 20960 208720 178442 219512 194458 65597 93011 128861 19423054 20454584 64244 151227 27936057 25541329 510477 396076 878030 878030 947278 899050 2335785 2173156 X 6209713 5844097 19390559 17524076 25600272 23368173 27936057 25541329 -3949603 1717504 0 X 0 1 X 1 0 X 5937095 7259280 7141694 7303705 5800909 33442683 5937095 7259280 7141694 7303705 5800909 33442683 4508946 28933737 430323 447127 342331 395391 238062 1853234 0 5976 25273 6034 9540 12557 59380 35355297 1148951 0.81840 0.82130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 33938 161584 195522 9651599 9847121 642356 160589 0 0 590092 538852 543701 642356 2315001 3472502 206554 240776 205560 195522 848412 147523 134713 135925 160589 578750 868125 12755 24440 26847 33938 97980 14054663 1415357 1415357 14054663 13312643 5074207 4332187 14054663 14054663 -742020 13312643 14054663 14054663 14054663 14054663 0.00000 1.00000 0.00000 0 0 116365 64295 52070 78093 1302 76791 128861 DEFERRED RENT 5454 DEFERRED COMPENSATION LIABILITY 893596 899050 X 7689166 1717504 128000 1845504 5843662 53856 53856 5897518 9821505 28240 28240 9793265 53856 53856 9847121 PART V, LINE 4: THE ENDOWMENT WAS GIVEN TO THE NATIONAL PARTNERSHIP IN ORDER TO PROVIDE LONG TERM FINANCIAL STABILITY FOR THE ORGANIZATION. THE ANNUAL DRAW TAKEN FROM THE ENDOWMENT IS USED TO COVER OPERATING EXPENSES AND EXPENSES INCURRED TO ADVANCE ISSUES IMPORTANT TO WOMEN AND THEIR FAMILIES: HEALTH JUSTICE AND ECONOMIC JUSTICE. PART X, LINE 2: FOR THE YEAR ENDED MARCH 31, 2022, THE NATIONAL PARTNERSHIP HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE COMBINED FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: NPWF ACTION FUND REVENUE INCLUDED IN CONSOLIDATED FINANICAL 128,000. STATEMENTS AND EXCLUDED FROM 990 REPORTING. PART XII, LINE 2D - OTHER ADJUSTMENTS: NPWF ACTION FUND EXPENSES INCLUDED IN CONSOLIDATED 28,240. FINANICAL STATEMENTS AND EXCLUDED FROM 990 REPORTING. DC EVENT 936760 911760 25000 185637 936760 911760 25000 185637 185637 -160637 X X X X X 1 0 0 0 0 0 0 0 0 DEBRA L NESS SEE SCHED O PRESIDENT (THROUGH 12/21) 168632 0 0 0 200000 0 29547 0 19226 0 417405 0 0 0 JASMINE GOODRICH VICE PRESIDENT 242427 0 0 0 0 0 12491 0 6716 0 261634 0 0 0 LELAINE BIGGELOW VICE PRESIDENT 224473 0 0 0 0 0 10446 0 1256 0 236175 0 0 0 DEBBIE WILKES CHIEF OF STAFF 186080 0 0 0 0 0 10365 0 29565 0 226010 0 0 0 SINSI HERNANDEZ CANCIO VICE PRESIDENT 179692 0 0 0 0 0 9442 0 27055 0 216189 0 0 0 AMAYA SMITH VICE PRESIDENT 184416 0 0 0 0 0 10859 0 8414 0 203689 0 0 0 CORINNA DRAGULESCU DIRECTOR OF FINANCE 163303 0 0 0 0 0 9720 0 19885 0 192908 0 0 0 TUCKER BALL CHIEF DIGITAL OFFICER 158489 0 0 0 0 0 9724 0 21234 0 189447 0 0 0 JUDITH LICHTMAN SEE SCH O SR. ADV./BRD DIR. 111565 0 0 0 0 0 27624 0 34440 0 173629 0 0 0 PART I, LINE 4A DEBRA L. NESS RECEIVED A $200,000 SEVERANCE PAYMENT IN 2021. X 8 62250 FMV 0 1 0 PART I, COLUMN (B): THE NUMBER REPORTED IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION B, LINE 11B THE TAX RETURN WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY THE FINANCE COMMITTEE. THE FORM 990 WAS SENT TO THE FULL BOARD BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ENSURES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY ANNUALLY AT ITS BOARD MEETING. BOARD MEMBERS ARE ASKED TO COMPLETE AND SIGN A QUESTIONNAIRE IN WHICH THEY DISCLOSE CONFLICTS, IF ANY. THE QUESTIONNAIRES ARE KEPT ON FILE BY THE ORGANIZATION. ANY DIRECTOR HAVING A CONFLICT OF INTEREST REGARDING ANY MATTER PRESENTED TO THE BOARD FOR ACTION MAKES CERTAIN THAT THE EXISTENCE OF SUCH CONFLICT OF INTEREST IS FULLY DISCLOSED TO THE BOARD AND MADE A MATTER OF RECORD. A DIRECTOR HAVING A CONFLICT OF INTEREST WITH RESPECT TO ANY MATTER COMING BEFORE THE BOARD DOES NOT VOTE OR USE HIS OR HER PERSONAL INFLUENCE TO AFFECT THE OUTCOME OF BOARD ACTION WITH RESPECT TO SUCH MATTER. THE MINUTES OF THE BOARD MEETINGS REFLECT THE FACT THAT ANY DIRECTOR WITH A CONFLICT OF INTEREST REFRAINED FROM VOTING. IF A CONFLICT EXISTS WHICH AFFECTS A DIRECTOR'S CONTINUED SERVICE ON THE BOARD, THE DIRECTOR TERMINATES THE CONFLICTING ACTIVITY OR ORGANIZATIONAL ASSOCIATION OR RESIGNS FROM THE BOARD. IF THE DIRECTOR FAILED TO RESOLVE THE CONFLICT, THE BOARD WOULD REMOVE THE DIRECTOR AS PERMITTED BY THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD HAS A COMPENSATION COMMITTEE THAT DETERMINES, WITH THE HELP OF OUTSIDE BENEFITS COUNSEL AND COMPARABILITY DATA, THE PROPER AMOUNT OF COMPENSATION FOR THE PRESIDENT. AT THE ANNUAL BOARD MEETING THE WHOLE BOARD APPROVES THE COMPENSATION. THE FINAL DECISIONS ARE THEN DOCUMENTED IN THE BOARD MEETING MINUTES, AS WELL AS PERSONNEL FILES. THE LAST REVIEW TOOK PLACE IN DECEMBER 2021. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS BY-LAWS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART VII, BOARD COMPENSATION: JUDITH L. LICHTMAN RECEIVED COMPENSATION AS AN EMPLOYEE OF THE ORGANIZATION. THIS COMPENSATION WAS UNRELATED TO HER BOARD DUTIES. DEBRA L. NESS AND JOCELYN FRYE RECEIVED COMPENSATION AS OFFICERS OF THE ORGANIZATION. THEIR COMPENSATION WAS UNRELATED TO THEIR BOARD DUTIES. FORM 990, PART IX, LINE 11G HEALTH CARE RESEARCH, ADVISORY & COMM. SVCS: PROGRAM SERVICE EXPENSES 128,950. MANAGEMENT AND GENERAL EXPENSES 3,132. FUNDRAISING EXPENSES 12,572. TOTAL EXPENSES 144,654. ECONOMIC JUSTICE RESEARCH, ADVISORY & COMM. SVCS: PROGRAM SERVICE EXPENSES 896,508. MANAGEMENT AND GENERAL EXPENSES 21,778. FUNDRAISING EXPENSES 87,408. TOTAL EXPENSES 1,005,694. STRATEGIC POSITIONING & FUNDRAISING SERVICES: PROGRAM SERVICE EXPENSES 141,271. MANAGEMENT AND GENERAL EXPENSES 3,432. FUNDRAISING EXPENSES 13,774. TOTAL EXPENSES 158,477. FORM 990, PART X, LINE 24: ON MARCH 30, 2021, THE NATIONAL PARTNERSHIP ENTERED INTO A FIVE-YEAR PROMISSORY NOTE AGREEMENT IN THE AMOUNT OF $878,030 WITH A 1% FIXED INTEREST RATE UNDER THE PAYCHECK PROTECTION PROGRAM. THE PROMISSORY NOTE CALLS FOR MONTHLY PRINCIPAL AND INTEREST PAYMENTS AMORTIZED OVER THE TERM OF THE PROMISSORY NOTE, UNLESS OTHERWISE FORGIVEN. UNDER THE CARES ACT, THE PROMISSORY NOTE MAY BE FORGIVEN BY THE SMALL BUSINESS ADMINISTRATION IN WHOLE OR IN PART. THE NATIONAL PARTNERSHIP APPLIED FOR FORGIVENESS AFTER COMPLETING THE 24-WEEK PERIOD AND RECEIVED NOTIFICATION OF FORGIVENESS SUBSEQUENT TO FISCAL YEAR-END. THE NATIONAL PARTNERSHIP WILL RECORD REVENUE FROM DEBT EXTINGUISHMENT DURING THE PERIOD THAT FORGIVENESS WAS APPROVED. NATIONAL PARTNERSHIP FOR WOMEN AND FAMILIES ACTION FUND 1725 EYE STREET NW STE 950 WASHINGTON DC 20006 522324155 PROMOTES PUBLIC POLICIES TO ENHANCE THE WELL-BEING OF WOMEN AND FAMILIES. DC 501(C)(4) N/A NAT'L PARTNERSHIP FOR WOMEN & FAMILIES 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 NPWF ACTION FUND O 1667 FMV