2021-11-15T09:47:18-06:00 2020-12-31 134149326 GELLER & COMPANY LLC PO BOX 1510 NEW YORK NY 10150 990 2020-01-01 320325450 PARTNERSHIP FOR A NEW AMERICAN ECONOMY RESEARCH FUND PART 2125836000 CO GELLER ADVISORS LLC PO BOX 151 NEW YORK NY 10150 JOHN FEINBLATT PRESIDENT 2125836000 2021-11-11 1 JOHN FEINBLATT 999009999 JOHN VOINSKI P01479822 2125836000 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z JOHN FEINBLATT 909 THIRD AVENUE NEW YORK NY 10022 3770630 0 X RESEARCH.NEWAMERICANECONOMY.ORG X 2010 DE THE PRIMARY ACTIVITY OF PARTNERSHIP FOR A NEW AMERICAN ECONOMY RESEARCH FUND (PNAERF)IS TO INFORM THE PUBLIC ABOUT THE ECONOMIC MERITS OF REFORMING UNITED STATES IMMIGRATION POLICY. 4 3 0 0 0 0 3332600 3739793 0 0 0 0 0 30837 3332600 3770630 55000 72914 0 0 0 0 66778 58260 58994 3267177 2325940 3388955 2457114 -56355 1313516 563121 1993223 333564 450150 229557 1543073 X PARTNERSHIP FOR A NEW AMERICAN ECONOMY RESEARCH FUND(PNAERF) WAS FORMED TO INFORM THE PUBLIC ABOUT THE ECONOMIC MERITS OF REFORMING UNITED STATES IMMIGRATION POLICY. THE ORGANIZATION USES THE MAJORITY OF ITS TIME SUPPORTING ITS CHARITABLE PURPOSE BY PRESENTING PUBLIC FORUMS, REPORTS, FACT SHEETS, INFOGRAPHICS, PANELS, AND SIMILAR PROGRAMS TO HIGHLIGHT THE ECONOMIC IMPACT OF IMMIGRATION. ASPECTS OF THESE PUBLIC PROGRAMS RELY ON RESEARCH CONDUCTED AND COMMISSIONED BY PNAERF TO DEMONSTRATE THE VARIOUS WAYS IN WHICH IMMIGRANTS CONTRIBUTE TO THE LOCAL AND NATIONAL ECONOMIES. THIS INFORMATION DOCUMENTS THE FACTS RELIED UPON TO SUPPORT THE CONCLUSIONS CONTAINED THEREIN. PNAERF ALSO UTILIZES ONLINE MARKETING AND ADVERTISING, SOCIAL MEDIA, INCLUDING FACEBOOK, TWITTER, INSTAGRAM, AND THE WEBSITE, AS WELL AS PARTNERSHIPS WITH OTHER 501 (C) (3) AND ADVOCACY GROUPS TO FURTHER PROMULGATE ITS EDUCATIONAL AGENDA. 0 0 1796749 72914 DURING 2020, PARTNERSHIP FOR A NEW AMERICAN ECONOMY RESEARCH FUND (PNAERF) FUNDED VARIOUS ACTIVITIES TO SUPPORT ITS MISSION TO INFORM THE PUBLIC ABOUT THE ECONOMIC MERITS OF IMMIGRATION AND THE COSTS OF MAINTAINING THE CURRENT SYSTEM. THESE ACTIVITIES INCLUDED THE FOLLOWING: RESEARCH AND REPORTS, WHICH WERE MADE AVAILABLE TO THE PUBLIC ON THE INTERNET. A COVID-19 AND IMMIGRATION PORTAL DETAILING HOW THE PANDEMIC IMPACTS IMMIGRANT COMMUNITIES AND HOW THOSE COMMUNITIES CONTRIBUTE ON THE FRONT LINES, AN UPDATED CITIES INDEX MEASURING HOW WELL THE TOP 100 CITIES ARE INTEGRATNG IMMIGRANTS, DATA INTERACTIVES INCLUDING VISUALIZATIONS ON IMMIGRANTS IN AGRICULTURE AND FORTUNE 500 COMPANIES OWNED BY IMMIGRANTS, AND OTHER NATIONAL, REGIONAL AND LOCAL STUDIES. PNAERF ALSO LAUNCHED NEW ARTS AND CULTURE PROGRAMMING, INCLUDING: THE NAE FILM CLUB, THE NAE LIT CLUB AND THE YOUTH UNITY PROGRAM, A CAPSULE CURRICULUM DEVELOPED IN PARTNERSHIP WITH THE YMCA TO EDUCATE YOUTH ABOUT THE IMMIGRATION SYSTEM AND COMMUNICATING ACROSS DIFFERENT BACKGROUNDS. 1796749 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 1 1 1 0 1 25 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 3 0 0 0 0 1 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY OR PA SC TN UT VA WV WI X KATHLEEN MCINERNEY CO GELLER ADVISORS LLC 2125836000 PO BOX 1510 NEW YORK NY 10150 JOHN FEINBLATT PRESIDENT & DIRECTOR 1.00 2.00 X X 0 0 0 KATHLEEN MCINERNEY TREASURER & DIRECTOR 1.00 0.00 X X 0 0 0 JEREMY ROBBINS SECRETARY & DIRECTOR 4.00 36.00 X X 0 279039 45524 MARC LA VORGNA DIRECTOR 1.00 0.00 X 0 0 0 0 279039 45524 0 0 1 0 GELLER ADVISORS LLC PO BOX 1510 NEW YORK NY 10150 FINANCIAL AND ADVISORY SERVICES 345353 VENABLE LLP 600 MASSACHUSETTS AVENUE NW WASHINGTON DC 20001 LEGAL SERVICES 129378 2 3739793 3739793 MISCELLANEOUS REVENUE 541900 30837 30837 30837 3770630 30837 0 0 X 72914 72914 156683 156683 362953 362953 58260 58260 339620 332899 6721 42692 42692 1647 599 1048 46588 36461 10127 13427 12667 26 734 78 78 16684 16684 8140 8140 COST SHARING EXPENSE 1325651 1279788 45863 BANK AND FILING FEES 9315 9315 DUES & SUBSCRIPTIONS 721 226 495 1741 1741 2457114 1796749 601371 58994 530803 1793892 1 1 6455 190120 1901 1933 9774 9774 0 0 23961 7277 563121 1993223 68984 81556 264580 368594 333564 450150 X 29649 906925 199908 636148 229557 1543073 563121 1993223 1313516 0 X X 0 1 X 0 0 X 1995263 2250693 2681760 3332600 3739793 14000109 1995263 2250693 2681760 3332600 3739793 14000109 6514376 7485733 14000109 0.53470 0.55240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 1796909 1796909 239845 59961 0 0 241214 254938 265681 239845 1001678 1502517 0 60304 63735 66420 59961 250420 375630 0 SCHEDULE C PART II-A LINES 1 AND 2: PARTNERSHIP FOR A NEW AMERICAN ECONOMY RESEARCH FUND HAS A 501(H) ELECTION IN PLACE. NO DIRECT OR INDIRECT LOBBYING ACTIVITIES OCCURRED IN 2020. 9774 9774 0 0 DUE TO PARTNERSHIP FOR A NEW AMERICAN ECONOMY ACTION FUND, INC. 368594 368594 X 3868055 97425 97425 3770630 0 3770630 2554539 97425 97425 2457114 0 2457114 PART X, LINE 2: THE ORGANIZATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. PARTNERSHIP FOR A NEW AMERICAN ECONOMY RESEARCH FUND DID NOT HAVE ANY UNCERTAIN TAX POSITIONS IN 2020 AND THEREFORE THERE WAS NO LIABILITY FOR ANY UNCERTAIN TAX POSITIONS. X X X X 1 BEDFORD GROVE 3525 ORTEGA ST SAN FRANCISCO CA 94122 A, B, D 0 0 19500 -19500 TYPE A STRATEGIES LLC 455 MASSACHUSETTS AVE NW 107 WASHINGTON DC 20001 A, B 0 0 38760 -38760 58260 -58260 AL AK AR CA CO CT DC GA FL HI IL KS KY ME MD MA MI MN MS MO NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WI WV 1 ASSOCIATION OF CHAMBER OF COMMERCE EXECUTIVES FOUNDATION 1330 BRADDOCK PL STE 300 ALEXANDRIA VA 22314 521022025 501(C)(6) 10000 ENGAGE INTERESTED CHAMBERS OF COMMERCE AROUND IMMIGRANT PRACTICES & POLICIES CITY OF TULSA 175 E 2ND STREET SUITE 575 TULSA OK 74103 736005470 N/A 7500 SUPPORT COMMUNITIES INTERESTED IN DEVELOPING MULTI-SECTOR STRATEGIC PLANS TO SUPPORT IMMIGRANT INTEGRATION NEW YORK STATE YOUTH LEADERSHIP COUNCIL 168 CANAL STREET 6TH FL NEW YORK NY 10013 263599242 501(C)(3) 45970 PROVIDE SUPPORT AND ASSISTANCE TO IMMIGRANTS AND COMMUNITIES IMPACTED BY THE COIVD-19 PANDEMIC THE LEGAL CLINIC 1020 S BERTAINA ST HONOLULU HI 96814 822821392 501(C)(3) 5000 PROVIDE CRITICAL ON-THE-GROUND FEEDBACK & LOCAL COLLABORATION IN HAWAII 2 2 PART I, LINE 2: THE ORGANIZATION MAINTAINS COPIES OF THE AGREEMENTS AND MONITORS EACH GRANTEE'S PERFORMANCE. 0 0 0 0 0 0 0 0 0 JEREMY ROBBINS SECRETARY & DIRECTOR 0 279039 0 0 0 0 0 10277 0 35247 0 324563 0 0 SCHEDULE J, PART II LINE 1 THE PARTNERSHIP FOR A NEW AMERICAN ECONOMY RESEARCH FUND IS PARTY TO A COST SHARING AGREEMENT WITH THE PARTNERSHIP FOR A NEW AMERICAN ECONOMY ACTION FUND, INC., WHEREBY THE ACTION FUND EMPLOYS ALL STAFF AND THE RESEARCH FUND REIMBURSES THE ACTION FUND FOR STAFF TIME SPENT ON RESEARCH FUND WORK, ACCORDING TO TIMESHEETS. IN 2020, THE ACTION FUND PAID $37,930 IN SALARY AND BENEFITS TO JEREMY ROBBINS FOR HIS TIME SPENT ON RESEARCH FUND WORK AND THE RESEARCH FUND REIMBURSED THE ACTION FUND FOR THIS AMOUNT. FORM 990, PART VI, SECTION A, LINE 6 BECAUSE DELAWARE LAW REQUIRES THAT AN ORGANIZATION HAVE MEMBERS, THE MEMBERS AND DIRECTORS ARE THE SAME, AND THE BYLAWS REQUIRE THAT THE MEMBERS ELECT THE DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A BECAUSE DELAWARE LAW REQUIRES THAT AN ORGANIZATION HAVE MEMBERS, THE MEMBERS AND DIRECTORS ARE THE SAME, AND THE BYLAWS REQUIRE THAT THE MEMBERS ELECT THE DIRECTORS. FORM 990, PART VI, SECTION A, LINE 8B THE BOARD OF DIRECTORS HAS NOT ELECTED ANY COMMITTEES AND THE BOARD EXERCISES OVERSIGHT ON THE AUDIT OF THE FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PROVIDED TO THE GOVERNING BODY FOR REVIEW BEFORE THE RETURN IS SIGNED BY THE PRESIDENT AND FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C A DIRECTOR, OFFICER OR STAFF MEMBER MUST DISCLOSE, IN GOOD FAITH, ANY POTENTIAL CONFLICT OF INTEREST. THE BOARD OF DIRECTORS OR COMMITTEE THEREOF, IF FORMED, WILL GATHER AND REVIEW THE NECESSARY INFORMATION TO TAKE ANY POTENTIAL CONFLICT INTO CONSIDERATION AND RENDER A DECISION BY VOTE. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT COMPENSATE ITS OFFICERS OR DIRECTORS AND DOES NOT OTHERWISE HAVE EMPLOYEES IN THE LISTED POSITIONS. 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 WRITTEN REQUEST ADDRESSED TO THE ORGANIZATION IN CARE OF GELLER ADVISORS LLC AS NOTED IN PART VI, SECTION C, QUESTION 20. FORM 990, PART IX, LINE 11G POLICY AND RESEARCH: PROGRAM SERVICE EXPENSES 32,907. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,907. STATE AND LOCAL ORGANIZING: PROGRAM SERVICE EXPENSES 79,983. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 79,983. CONTENT: PROGRAM SERVICE EXPENSES 220,009. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 220,009. ADMIN: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 6,721. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,721. FORM 990, PART IX, LINE 24A: THE ORGANIZATION IS PARTY TO A COST SHARING AGREEMENT WITH THE PARTNERSHIP FOR A NEW AMERICAN ECONOMY ACTION FUND, INC. THE PURPOSE OF THE COST SHARING AGREEMENT IS TO MINIMIZE DUPLICATIVE EXPENSES AND CARRY OUT THE ORGANIZATIONS' MISSIONS IN AN ECONOMICAL AND EFFICIENT MANNER, WHICH INCLUDES THE SHARING OF EMPLOYEES WHOSE SKILLS AND KNOWLEDGE WILL ASSIST BOTH ORGANIZATIONS, CONSISTENT WITH EACH ORGANIZATION'S TAX EXEMPT PURPOSE. FORM 990, PART XII, LINE 2C: THE BOARD OF DIRECTORS EXERCISES OVERSIGHT ON THE AUDIT OF THE FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT AUDITOR. PARTNERSHIP FOR A NEW AMERICAN ECONOMY ACTION FUND INC C/O GELLER ADVISORS LLC PO BOX 1510 NEW YORK NY 10150 273604435 RESEARCH AND EDUCATION DE 501(C)(4) PARTNERSHIP FOR A NEW AMERICAN ECONOMY RESEARCH FUND 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 PARTNERSHIP FOR A NEW AMERICAN ECONOMY ACTION FUND INC O 1325652 CASH