2023-11-15T09:00:59-06:00 2022-12-31 430765316 RUBINBROWN LLP 1900 16TH STREET SUITE 1700 DENVER CO 80202 990 2022-01-01 273001286 UNITE AMERICA INSTITUTE INC UNIT 7205920843 1580 LINCOLN STREET 520 DENVER CO 80203 NICK TROIANO EXECUTIVE DIRECTOR 7205920843 2023-11-09 1 NICK TROIANO 999009999 1 KIMBERLY A RYAN P00829977 3036981883 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z NICK TROIANO 1580 LINCOLN STREET 520 DENVER CO 80203 8248733 0 X HTTPS://WWW.UNITEAMERICAINSTITUTE.ORG X 2010 DE THE UNITE AMERICA INSTITUTE, INC. IS A NON-PROFIT ORGANIZATION THAT SEEKS TO ENCOURAGE BROAD-BASED, NON-PARTISAN CIVIC ENGAGEMENT AND POLITICAL PARTICIPATION AND ENGAGE IN RESEARCH AND SCHOLARLY ANALYSIS ON IMPORTANT ISSUES OF PUBLIC CONCERN, INCLUDING THE ROOT CAUSES, EFFECTS, AND POTENTIAL SOLUTIONS TO POLITICAL POLARIZATION AND PARTISANSHIP. 5 5 0 5 0 0 5276672 8227660 0 0 0 2 0 21071 5276672 8248733 3174927 5070034 0 0 390553 690318 0 0 565393 390247 1598231 3955727 7358583 1320945 890150 2264353 3179024 273648 298169 1990705 2880855 X THE UNITE AMERICA INSTITUTE, INC. IS A NON-PROFIT ORGANIZATION THAT SEEKS TO ENCOURAGE BROAD-BASED, NON-PARTISAN CIVIC ENGAGEMENT AND POLITICAL PARTICIPATION AND ENGAGE IN RESEARCH AND SCHOLARLY ANALYSIS ON IMPORTANT ISSUES OF PUBLIC CONCERN, INCLUDING THE ROOT CAUSES, EFFECTS, AND POTENTIAL SOLUTIONS TO POLITICAL POLARIZATION AND PARTISANSHIP. 0 0 5495063 5070034 PROGRAMMATIC GRANTMAKING:THE INSTITUTE CONDUCTS DILIGENCE ON POTENTIAL GRANTS THAT CARRY OUT ITS MISSION THROUGH THE SUPPORT OF PROGRAMS THAT STRENGTHEN THE FIELD OF NONPARTISAN ORGANIZATIONS WORKING TO ADDRESS POLITICAL POLARIZATION AND PARTISANSHIP. GRANTS HAVE BEEN MADE TO SEVERAL OTHER ORGANIZATIONS, INCLUDING, FOR EXAMPLE, TO SUPPORT THE CREATION AND DEVELOPMENT OF A THOUGHTFUL, BALANCED, NONPARTISAN SOURCE OF DAILY NEWS AND INFORMATION ABOUT POLICY, ISSUES AND POLITICS, AND FACILITATE A PROFESSIONAL DEVELOPMENT CURRICULUM FOR ORGANIZATION LEADERS. 770058 EDUCATIONAL OUTREACH: THE INSTITUTE DISSEMINATES EDUCATIONAL MATERIALS (INCLUDING BOOKS, VIDEOS, OP-EDS, AND WHITE PAPERS) EXPLAINING PUBLIC POLICY ISSUES AND ANALYZING PROPOSED SOLUTIONS TO THE MEDIA, THE PUBLIC, POLICYMAKERS, AND ALIGNED NONPARTISAN ORGANIZATIONS. 201399 RESEARCH: THE INSTITUTE CONDUCTS ITS OWN ORIGINAL RESEARCH ON THE ROOT CAUSES, EFFECTS, AND POTENTIAL SOLUTIONS TO POLITICAL POLARIZATION AND PARTISANSHIP. THE FOCUS OF THE RESEARCH IS ON ELECTORAL REFORMS SUCH AS RANKED CHOICE VOTING, VOTE AT HOME, NONPARTISAN PRIMARIES, AND INDEPENDENT REDISTRICTING COMMISSIONS. THE INSTITUTE ALSO ENGAGES IN GRANTMAKING TO OTHER RESEARCH INSTITUTIONS AND VENDORS TO CONDUCT RESEARCH ON SIMILAR TOPICS. 7439 EVENTS:REPRESENTATIVES OF THE INSTITUTE ATTEND AND PRESENT AT A NUMBER OF CONFERENCES TO DISSEMINATE RESEARCH, ENGAGE PARTNERS, COLLABORATE ON ADVANCING COMMON-SENSE POLICY IDEAS, AND CULTIVATE A COMMUNITY OF ALIGNED NONPARTISAN ORGANIZATIONS. 7439 6473959 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 X 2 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 1 0 0 0 0 0 1 1 0 0 1 1 0 1 1 1 1 1 0 X AMBER HATCH 7205920843 1580 LINCOLN STREET NO 520 DENVER CO 80203 X CHARLES WHEELAN CHAIRMAN 1.00 X X 0 0 0 LINDA KILLIAN DIRECTOR 1.00 X 0 0 0 KATHRYN MURDOCH DIRECTOR 1.00 X 0 0 0 RANDY PEELER DIRECTOR 1.00 X 0 0 0 GREGG SHERRILL DIRECTOR 1.00 X 0 0 0 NICK TROIANO EXECUTIVE DIRECTOR 11.00 X 0 0 0 0 0 0 0 0 0 1 POLESTAR INC 1580 LINCOLN STREET NO 520 DENVER CO 80203 MANAGEMENT SERVICES 1163230 1 8227660 50000 8227660 2 2 OTHER INCOME 900099 21071 21071 21071 8248733 0 0 21073 5070034 5070034 71877 69002 2875 533939 255350 77736 200853 10907 6556 1586 2765 28291 10330 4851 13110 45304 24290 6009 15005 103662 103662 49702 2545 47157 35361 35361 536109 431779 30497 73833 457014 457014 16572 12412 159 4001 2335 2335 16388 5463 5463 5462 68304 68304 7010 7010 5581 2162 3419 EVENTS 248793 248793 RESEARCH 36177 36177 SUBSCRIPTIONS 14767 13196 1571 TAXES AND LICENSES 456 456 7358583 6473959 319231 565393 1366215 2594438 245000 570000 650000 0 3138 10697 0 3889 2264353 3179024 273648 298169 273648 298169 X 888278 1946652 1102427 934203 1990705 2880855 2264353 3179024 890150 0 X 0 0 0 X 300638 1866254 2613650 5276672 8227660 18284874 300638 1866254 2613650 5276672 8227660 18284874 6307220 11977654 2 2 10550 21071 31621 18316497 0.65390 0.50770 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 ALASKANS FOR BETTER ELECTIONS FOUNDATION 701 W 8TH AVENUE ANCHORAGE AK 99501 862058982 501(C)(3) 1035000 0 TO SUPPORT THE GRANTEE'S PROGRAMMATIC PRIORITIES INCLUDING TECHNICAL IMPLEMENTATION OF NONPARTISAN PRIMARIES & RANKED CHOICE VOTING AND EDUCATION OF CONSTITUENTS ABOUT HOW THE NEW ELECTORAL SYSTEM WORKS. AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH 1789 MASSACHUSETTS AVENUE NW WASHINGTON DC 20036 530218495 501(C)(3) 75000 0 TO CONVENE KEY LEADERS ON THE RIGHT, PRODUCE POLICY RESEARCH & ESSAYS, AND ENGAGE BROADER AUDIENCES ON THE RIGHT - POLICYMAKERS, STUDENTS, AND THE PUBLIC - ABOUT THE IMPORTANCE OF THOUGHTFUL DEBATE & ENGAGEMENT WITH IDEAS ABOUT ELECTION REFORM & ADMINISTRATION. BETTER BALLOT GEORGIA PO BOX 420155 ATLANTA GA 30342 862004198 501(C)(3) 25000 0 TO SUPPORT BETTER BALLOT GEORGIA'S MISSION. BIPARTISAN POLICY CENTER 1225 I STREET NW WASHINGTON DC 20005 731628382 501(C)(3) 350000 0 TO SUPPORT THE GRANTEE'S PROGRAMMATIC PRIORITIES INCLUDING SUPPORT FOR BPC ELECTIONS' RESEARCH TEAM AND PRODUCTION OF EDUCATIONAL CONTENT TO INCREASE PUBLIC AWARENESS ABOUT THE PROBLEMS WITH CURRENT ELECTORAL AND VOTING RULES. COMMON CAUSE EDUCATION FUND 805 15TH STREET NW SUITE 800 WASHINGTON DC 20005 311705370 501(C)(3) 50000 0 TO BE USED FOR OPERATIONAL AND PROGRAMMATIC WORK RELATED TO RANKED CHOICE VOTING IN NEW YORK STATE AND NEW YORK CITY. ELECTION ADMINISTRATION RESOURCE CENTER 209 CASHWELL DRIVE GOLDSBORO NC 27534 831612600 501(C)(3) 100000 0 TO SUPPORT THE GRANTEE'S PROGRAMMATIC PRIORITIES INCLUDING RESOURCE BUILDING FOR BEST PRACTICE IMPLEMENTATION OF RANKED CHOICE VOTING AND CONSULTATION TO JURISDICTIONS WORKING TO IMPLEMENT RANKED CHOICE VOTING. EQUALITY STATE POLICY CENTER 419 S 5TH STREET SUITE 1 LARAMIE WY 82070 830305144 501(C)(3) 25000 0 TO SUPPORT THE GRANTEE'S WORK ON ELECTORAL REFORM ISSUES, INCLUDING RANKED CHOICE VOTING AND COMMON-SENSE REFORMS TO THE PARTISAN PRIMARY SYSTEM. FAIRVOTE 6930 CARROLL AVENUE SUITE 240 TAKOMA PARK MD 20912 541635649 501(C)(3) 912000 0 TO SUPPORT THE GRANTEE'S PROGRAMMATIC PRIORITIES INCLUDING RESEARCH & ANALYSIS ON THE USE OF RANKED CHOICE VOTING AND OUTREACH & ENGAGEMENT FOCUSED ON CONSERVATIVE PERSPECTIVES ON RANKED CHOICE VOTING. FAIRVOTE MINNESOTA 550 VANDALIA STREET 210 SAINT PAUL MN 55114 411924245 501(C)(3) 50000 0 GENERAL OPERATING SUPPORT. FIX THE SYSTEM - WISCONSIN INC 8850 BLACKHAWK ROAD APT 403 MIDDLETON WI 53562 832323474 501(C)(3) 23630 0 GENERAL OPERATING SUPPORT. HUMANITY FORWARD FOUNDATION 499 SOUTH CAPITOL STREET SW SUITE 407 WASHINGTON DC 20003 850890581 501(C)(3) 25000 0 TO SUPPORT THE GRANTEE'S EFFORTS TO UTILIZE BIPARTISAN COALITIONS, GRASSROOTS NETWORKS, MEDIA OPERATIONS, AND POLLING TO EDUCATE THE PUBLIC AND BUILD AWARENESS ABOUT THE ELECTORAL COUNT ACT. ISSUE ONE 1401 K STREET NW SUITE 350 WASHINGTON DC 20005 320384285 501(C)(3) 371833 0 TO SUPPORT THE GRANTEE'S EFFORTS TO TAKE ADVANTAGE OF THE OPPORTUNITY AROUND THE BIPARTISAN WORKING GROUP OF SENATORS FOCUSED ON A HOST OF ELECTION-PROTECTION MEASURES TO ADVANCE POLICY TO IMPROVE ELECTIONS WITH BIPARTISAN SUPPORT. MAINE CITIZENS FOR CLEAN ELECTIONS PO BOX 18187 PORTLAND ME 04112 272646667 501(C)(3) 10000 0 TO SUPPORT THE GRANTEE'S EFFORTS RELATED TO RANKED CHOICE VOTING IN MAINE. NEO PHILANTHROPY INC 45 W 36TH STREET 6TH FLOOR NEW YORK NY 10018 133191113 501(C)(3) 100000 0 TO SUPPORT MORE EQUITABLE DEMOCRACY'S RESEARCH ACTIVITIES INCLUDING A RACIAL JUSTICE GUIDE TO ELECTORAL SYSTEMS REPORT, ANALYSES OF RACIAL EQUITY OF LOCAL ELECTIONS AND POLITICAL REPRESENTATION, AND RESEARCH ON HOW TO EXPLAIN RANKED CHOICE VOTING. NEW POLITICS LEADERSHIP ACADEMY INC 9 EAST STREET 2ND FLOOR BOSTON MA 02111 462202997 501(C)(3) 300000 0 TO SUPPORT SERVANT LEADER RECRUITMENT FOR PARTICIPATION IN CORE GRANTEE PROGRAMMING. ONEVIRGINIA2021 FOUNDATION 1100 W CLAY STREET UNIT A RICHMOND VA 23220 464733304 501(C)(3) 50000 0 TO CONDUCT OUTREACH RELATED TO RANKED CHOICE VOTING AND TO REBRAND THE ORGANIZATION. OREGON CENTER FOR VOTING & ELECTIONS PO BOX 1233 CORVALLIS OR 97339 845189325 501(C)(3) 50000 0 TO CONDUCT RESEARCH ON THE PROBLEMS WITH THE CURRENT POLITICAL SYSTEM IN OREGON AND THE IMPACT SOLUTIONS LIKE RANKED CHOICE VOTING WOULD HAVE ON THE STATE. PROTECT DEMOCRACY PROJECT 2020 PENNSYLVANIA AVENUE NW WASHINGTON DC 20006 814777062 501(C)(3) 100000 0 TO SUPPORT THE GRANTEE'S EFFORTS TO PREVENT THE CORRUPTION & SUBVERSION OF UPCOMING ELECTIONS, REBUILD DEMOCRATIC INSTITUTIONAL GUARDRAILS, AND ADDRESS THE UNDERLYING DRIVERS OF AUTHORITARIANISM. R STREET INSTITUTE 1212 NEW YORK AVENUE NW WASHINGTON DC 20005 263477125 501(C)(3) 138075 0 TO SUPPORT THE GRANTEE'S CONTINUED WORK ON GOVERNANCE, ELECTORAL REFORMS, AND VOTING SYSTEMS. RCV MONTANA 2311 W FOOTHILLS DRIVE MISSOULA MT 59803 862399311 501(C)(3) 25000 0 TO SUPPORT THE GRANTEE'S TO HIRE A FIELD ORGANIZER AND ASSOCIATED FIELD PROGRAM COSTS. REPRESENTUS EDUCATION FUND PO BOX 60008 FLORENCE MA 01062 263088283 501(C)(3) 130166 0 TO BROADEN SUPPORT FOR DEMOCRACY REFORM THROUGH PROACTIVE SEEDING & ACCELERATOR PROGRAM, PROVIDE IN-KIND SUPPORT TO OTHER ORGANIZATIONS ENGAGED IN RESEARCH & EDUCATION, AND THE STORYTELLING PROJECT; AND FOR GENERAL OPERATING SUPPORT. REPRESENTWOMEN INC 6930 CARROLL AVENUE SUITE 240 TAKOMA PARK MD 20912 821933696 501(C)(3) 25000 0 GENERAL OPERATING SUPPORT. SHOW ME INTEGRITY EDUCATION FUND 7037 AMHERST AVENUE UNIVERSITY CITY MO 63130 843152841 501(C)(3) 20000 0 TO SUPPORT THE GRANTEE'S PROGRAMMATIC PRIORITIES INCLUDING CONDUCTING NONPARTISAN & OBJECTIVE RESEARCH AND COMMENTARY ON MISSOURI'S INITIATIVE AND REFERENDUM PROCESSES AND ENGAGING MISSOURI CONSTITUTENTS WITH NONPARTISAN INFORMATION RELATED TO TOP-4 NONPARTISAN PRIMARIES AND RANKED CHOICE VOTING. SIGHTLINE INSTITUTE 1402 THIRD AVENUE 500 SEATTLE WA 98101 521833599 501(C)(3) 25000 0 TO SUPPORT THE GRANTEE IN PUBLISHING FIVE RESEARCHED ARTICLES RELATED TO NONPARTISAN PRIMARIES AND RANKED CHOICE VOTING IN ALASKA. THE AFN EDUCATION FUND 3000 A STREET SUITE 210 ANCHORAGE AK 99503 261460192 501(C)(3) 659121 0 TO RUN A GET-OUT-THE-NATIVE-VOTE VOETER TURNOUT AND EDUCATION PROGRAM. THE ALASKA CENTER EDUCATION FUND 808 E STREET SUITE 100 ANCHORAGE AK 99501 237380045 501(C)(3) 200000 0 TO RUN A VOTER TURNOUT AND EDUCATION PROGRAM THE COMMITTEE OF SEVENTY 123 SOUTH BROAD STREET SUITE 1800 PHILADELPHIA PA 19109 230487205 501(C)(3) 100000 0 TO INCREASE AWARENESS OF THE PROBLEMS CAUSED BY CLOSED PRIMARIES AND HOW OPEN PRIMARIES CAN HELP SOLVE THOSE PROBLEMS. THE REGENTS OF THE UNIVERSITY OF CALIFORNIA ON BEHALF OF ITS SANTA BARBARA 3227 CHEADLE HALL 3RD FLOOR SANTA BARBARA CA 93106 956006145 501(C)(3) 12899 0 TO EVALUATE THE IMPACT OF TOP-4 NONPARTISAN PRIMARIES AND RANKED CHOICE VOTING IN ALASKA. THE RESEARCH FOUNDATION FOR THE STATE UNIVERSITY OF NEW YORK PO BOX 9 ALBANY NY 12201 141368361 501(C)(3) 18310 0 TO EVALUATE THE IMPACT OF TOP-4 NONPARTISAN PRIMARIES AND RANKED CHOICE VOTING IN ALASKA. TRUSTEES OF CLARK UNIVERSITY 950 MAIN STREET WORCESTER MA 01610 042111203 501(C)(3) 16000 0 TO EVALUATE THE IMPACT OF TOP-4 NONPARTISAN PRIMARIES AND RANKED CHOICE VOTING IN ALASKA. VERMONT PUBLIC INTEREST RESEARCH & EDUCATION FUND INC 141 MAIN STREET MONTPELLIER VT 05602 510163801 501(C)(3) 10500 0 GENERAL OPERATING SUPPORT. VETERANS FOR POLITICAL INNOVATION 315 S GORE AVENUE WEBSTER GROVES MO 63119 861852155 501(C)(3) 25000 0 TO SUPPORT THE GRANTEE'S PROGRAMMATIC PRIORITIES INCLUDING OUTREACH & EDUCATION FOR VETERANS ON POLITICAL REFORM PROBLEMS AND SOLUTIONS AND SUPPORT FOR LOCAL AND STATE-BASED ORGANIZATIONS WORKING TO EDUCATE VETERANS ABOUT FFV AND RCV. 32 PART I, LINE 2: UNITE AMERICA INSTITUTE, INC. REQUIRES GRANTEES TO SIGN A GRANT AGREEMENT OUTLINING HOW FUNDS MAY BE USED, REGULARLY CHECKS IN WITH GRANTEES TO ENSURE GRANT FUNDS ARE SPENT APPROPRIATELY, RETAINS THE RIGHT TO AUDIT EXPENDITURES MADE POSSIBLE BY THE GRANT, AND REQUIRES A FINAL REPORT AT THE END OF THE TERM FOR GRANTS. 0 0 0 0 0 0 0 0 0 FORM 990, PART VII, SECTION A, LINE 4 UNITE AMERICA INSTITUTE, INC. HAS DELEGATED ALMOST ALL MANAGEMENT RESPONSIBILITIES TO POLESTAR, INC., INCLUDING STAFFING OF THE ORGANIZATION. AS PART OF THIS ARRANGEMENT, NICK TROIANO, EXECUTIVE DIRECTOR, IS EMPLOYED AND COMPENSATED BY POLESTAR. THE AMOUNT OF COMPENSATION THAT WAS PAID BY UNITE AMERICA INSTITUTE TO POLESTAR FOR MR. TROIANO'S SERVICES WAS $71,877, WHICH INCLUDED $61,359 FOR SALARY AND $10,518 FOR BENEFITS. POLESTAR INC OFFICER FOR BOTH POLESTAR, INC. AND UNITE AMERICA INSTITUTE, INC. 1163230 MANAGEMENT SERVICES, INCLUDING SALARIES 0 X 2 50000 FMV 0 0 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS IS RECORDED AS THE THE NUMBER OF CONTRIBUTORS. FORM 990, PART V, LINE 2A AND PART IX, LINE 5, 7, 9, & 10: UNITE AMERICA INSTITUTE, INC. HAS DELEGATED ALMOST ALL MANAGEMENT RESPONSIBILITIES TO POLESTAR, INC., INCLUDING STAFFING OF THE ORGANIZATION. THEREFORE, UNITE AMERICA INSTITUTE DOES NOT FILE FORM W-3 AND NO EMPLOYEES ARE REPORTED DIRECTLY BY UNITE AMERICA INSTITUTE. POLESTAR, INC. FILED ON BEHALF OF THE EMPLOYEES WHO PROVIDED STAFFING SERVICES TO UNITE AMERICA INSTITUTE DURING THE YEAR. FORM 990, PART VI, SECTION A, LINE 3 BY CONTRACTUAL AGREEMENT, UNITE AMERICA INSTITUTE INC. PAYS FOR AND RECEIVES STRATEGIC CONSULTING, DEVELOPMENT, ORGANIZATIONAL MANAGEMENT AND STAFFING SERVICES FROM POLESTAR INC. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE BOARD BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES SHALL NOT RECEIVE COMPENSATION, GRATUITIES, OR OTHER MONETARY BENEFIT AS A RESULT OF HIS ASSOCIATION WITH THE ORGANIZATION EXCEPT AS PROVIDED OR DISCLOSED IN THIS AGREEMENT. EMPLOYEES SHALL NOTIFY THE ORGANIZATION OF ANY ENTITY IN OR WITH WHICH THE EMPLOYEE HAS AN ACTUAL OR POTENTIAL OWNERSHIP, MANAGEMENT, OR FINANCIAL INTEREST OR BENEFIT, IN WHATEVER FORM, IF SUCH ENTITY HAS, SEEKS, OR IS EXPECTED TO HAVE A FINANCIAL OR CONTRACTUAL RELATIONSHIP WITH THE ORGANIZATION. A VIOLATION OF THIS PROVISION SHALL ENTITLE THE ORGANIZATION TO RESCIND THE BENEFIT OR FINANCIAL GAIN BY THE EMPLOYEE, AS WELL AS A REFUND OF ANY COMPENSATION PAID TO THE EMPLOYEE BY THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR MAKES A RECOMMENDATION TO A COMPENSATION COMMITTEE AT THE END OF EACH YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.