2025-09-29T09:42:05-05:00 2024-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2024-01-01 043411708 BALLOT INITIATIVE STRATEGY CENTER INC BALL 2022232373 1660 L STREET NW 605 WASHINGTON DC 20036 CHRIS MELODY FIELDS FIGUEREDO EXECUTIVE DIRECTOR 2022232373 2025-09-24 1 0 AARON M FOX P01365820 2022274000 2025-09-24 2024 2025-03-06 01:10:19Z CHRIS MELODY FIGUEREDO 1660 L STREET NW 605 WASHINGTON DC 20036 2556697 0 X WWW.BALLOT.ORG X 1998 DC TO STRENGTHEN DEMOCRACY BY BUILDING A NATIONAL PROGRESSIVE STRATEGY FOR BALLOT MEASURES. 11 11 20 11 0 0 4239146 2072899 508882 459049 5788 9892 1200 14857 4755016 2556697 350000 405000 0 0 1457293 1462645 0 0 292176 1363032 1801648 3170325 3669293 1584691 -1112596 4742823 3202962 968072 604698 3774751 2598264 X BALLOT INITIATIVE STRATEGY CENTER, INC. (BISC) STRENGTHENS DEMOCRACY BY BUILDING A NATIONAL PROGRESSIVE STRATEGY FOR BALLOT MEASURES. 0 0 987529 405000 STRATEGIC PARTNERSHIPS ENCOMPASSES OUR V2030/ALIGNMENT WORK, OUR WORK WITH OVER 60 NATIONAL AND STATE PARTNERS AND FUNDERS GEARED TO BETTER ALIGN THE BALLOT MEASURE SPACE AND DEVELOP AND IMPLEMENT LONG TERM STRATEGIC IMPERATIVES FOR THE FIELD. 556926 308802 ROAD AHEAD 2024 - THE ROAD AHEAD CONFERENCE IS THE PROGRESSIVE COMMUNITY'S ONLY CONFERENCE SOLELY DEDICATED TO BALLOT MEASURES. IT IS TYPICALLY HELD EVERY FEBRUARY IN LAS VEGAS.ROAD AHEAD ATTENDEES COME FROM ALL CORNERS OF THE COUNTRY AND ALL PARTS OF THE PROGRESSIVE COMMUNITY. WHAT UNITES THEM ALL IS A DESIRE TO USE BALLOT MEASURES AS A VEHICLE FOR SOCIAL CHANGE. 341535 THE TRAINING AND ORGANIZING CATEGORY ENCOMPASSES OUR CAPACITY BUILDING PROGRAM. THE CAPACITY BUILDING PROGRAM IS COMPRISED OF OUR FORMAL TRAINING PROGRAM THAT DEVELOPS CURRICULA AND TRAINS THE FIELD IN THE SKILLS NEEDED TO RUN AND WIN A TRANSFORMATIVE AND EQUITABLE BALLOT MEASURE CAMPAIGNS, AS WELL AS BISC'S PEER-TO-PEER AND SKILLS BUILDING COHORTS, WHICH HELP PARTNERS ACROSS THE COUNTRY MOVE UP BISC'S LEADERSHIP DEVELOPMENT LADDER AND SHARE BEST PRACTICES AND LEARN FROM ONE ANOTHER ON AN ONGOING BASIS. 329371 COMMUNICATIONS: BISC USES EMAIL, SOCIAL MEDIA, AND PRESS INTERVIEWS TO COMMUNICATE ABOUT CRITICAL BALLOT MEASURES AND CAMPAIGNS AROUND THE COUNTRY. 222590 ORGANIZATIONAL DEVELOPMENT 187607 POLICY AND LEGAL ADVOCACY ENCOMPASSES WORKING WITH STATE AND NATIONAL PARTNERS, INCLUDING BISC'S LAWYER'S GUILD, TO PROTECT DIRECT DEMOCRACY AND PROGRESSIVE BALLOT MEASURE WINS AROUND THE COUNTRY, WORKING WITH STATE AND NATIONAL PARTNERS ON THE DEVELOPMENT OF EQUITABLE AND STRATEGIC BALLOT MEASURE POLICIES, AS WELL AS THE TRACKING OF BALLOT MEASURES AND ANALYSIS OF BALLOT MEASURE TRENDS. 739568 2625558 0 1 0 1 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 15 0 1 20 1 0 0 0 0 1 1 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X VICTORIA WARD 2022232373 1660 L STREET NW 605 WASHINGTON DC 20036 KENNY DIGGS CHAIR 1.00 X X 0 0 0 SARAH STANDIFORD TREASURER 1.00 X X 0 0 0 ANDREA MARTA SECRETARY 1.00 X 0 0 0 BRANDON BOSWELL DIRECTOR 1.00 X 0 0 0 NADIA BELKIN DIRECTOR 1.00 X 0 0 0 JENNIFER EPPS-ADDISON DIRECTOR 1.00 X 0 0 0 DAKOTA HALL DIRECTOR 1.00 X 0 0 0 DESMOND MEADE DIRECTOR 1.00 X 0 0 0 JAKE OLSON DIRECTOR 1.00 X 0 0 0 RUTH STEINMETZ DIRECTOR 1.00 X 0 0 0 BECCA UHERBELAU DIRECTOR 1.00 X 0 0 0 CHRIS MELODY FIELDS FIGUEREDO EXECUTIVE DIRECTOR 40.00 X 221307 0 32237 VICTORIA WARD DIRECTOR OF OPERATIONS AND FINANCE 40.00 X 122231 0 26618 CAROLINE AVAKIAN DIRECTOR OF STRATEGIC COMMUNICATIONS 40.00 X 137987 0 46049 JANE NORMAN CHIEF OF STAFF 40.00 X 174879 0 27185 ELIZABETH SCHILLING DEVELOPMENT DIRECTOR 40.00 X 137080 0 22018 793484 0 154107 5 0 1 0 MGM RESORTS INTERNATIONAL 3950 LAS VEGAS BOULEVARD SOUTH LAS VEGAS NV 89119 ROAD AHEAD 2024 CONFERENCE 359441 LINCOLN PARK STRATEGIES 611 PENNSYLVANIA AVE SE STE 112 WASHINGTON DC 20003 RESEARCH AND DATA 324000 GROW PROGRESS 1201 CONNECTICUT AVE NW STE 600 WASHINGTON DC 20036 RESEARCH PLATFORM SUBSCRIPTION 200000 MARCUM LLP 1899 L STREET NW WASHINGTON DC 20036 ACCOUNTING AND HR SERVICES 166471 GUERRA STRATEGIES LLC 188 EAST JEFFERSON APT 1411 PHOENIX AZ 85004 CONSULTING - GEN DEVELOPMENT SUPPORT 137029 8 2072899 2072899 CONFERENCE 900099 459049 308802 150247 459049 9892 9892 MISCELLANEOUS 900099 14857 14857 14857 2556697 308802 0 174996 X 405000 405000 437581 437581 700954 613601 87353 37833 37833 199971 189088 10883 86306 50055 26794 9457 16720 16364 356 79668 79668 860072 643707 58365 158000 54092 39901 11602 2589 27957 3095 24862 115714 83315 26129 6270 66573 43629 21153 1791 544651 527791 3287 13573 18203 13106 4110 987 10543 7903 2128 512 EQUIPMENT 7455 5367 1683 405 3669293 2625558 751559 292176 2209470 1342296 570093 881862 726463 250000 4587 96699 178387 174479 22111 3908 1210099 628197 4742823 3202962 177006 247358 21501 82011 769565 275329 968072 604698 X 2548288 2098264 1226463 500000 3774751 2598264 4742823 3202962 X -1112596 -63891 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 129397 125724 3673 48990 48755 235 3908 DUE FROM RELATED PARTY 464280 DEPOSITS 11819 RIGHT-OF-USE ASSET 152098 628197 LEASE LIABILITY 275329 275329 X 2556697 0 2556697 0 2556697 3669293 0 3669293 0 3669293 PART X, LINE 2: BISC IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE ("IRC"), AS AN ORGANIZATION DESCRIBED IN IRC SECTION 501(C)(4). ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. 1 ORGANIZE ACTION INC PO BOX 125 CLOVERDALE CA 95425 873632574 501(C)(4) 200000 0 2.5 PROJECT MISSOURI JOBS WITH JUSTICE VOTER ACTION 2725 CLIFTON AVE ST LOUIS MO 63139 463985290 501(C)(4) 45000 0 GENERAL SUPPORT GRANT NEBRASKA VOTES 530 S 13TH ST SUITE 100 LINCOLN NE 68508 843398872 501(C)(4) 10000 0 TO STRENGTHEN COMMUNICATIONS FOCUSED ON DEMOCRACY VOTER RIGHTS COLORADO PO BOX 101302 DENVER CO 80250 934830592 OTHER 50000 0 TO SUPPORT EFFORTS THAT STRENGTHEN OUR DEMOCRACY PROGRESS ARIZONA 345 E PALM LANE PHOENIX AZ 85004 833393572 501(C)(4) 50000 0 TO SUPPORT EFFORTS THAT STRENGTHEN OUR DEMOCRACY PROTECT OUR SCHOOLS KENTUCKY 1303 US HWY 127 S SUITE 402 BOX 390 FRANKFORT KY 40601 993058231 501(C)(4) 50000 0 TO SUPPORT EFFORTS THAT STRENGTHEN OUR DEMOCRACY 6 PART I, LINE 2: GRANTEE MUST PROVIDE GRANTOR AN INTERIM PROGRESS REPORT AS REQUESTED BY GRANTOR. INTERIM REPORT GUIDELINES: (1) GRANTEE SHALL PROVIDE REGULAR VERBAL AND WRITTEN UPDATES ON PROGRESS AT MUTUALLY AGREED UPON POINTS THROUGH THE GRANT PERIOD (2) A FINAL REPORT ON THE PROJECT WITHIN THIRTY (30) DAYS OF THE END OF THE GRANT PERIOD, WHICH SHALL BE APRIL 13, 2024. THE REPORT, DUE ON MAY 13 2024, SHALL INCLUDE: (1) A DETAILED DESCRIPTION OF WHAT WAS ACCOMPLISHED BY THE EXPENDITURE OF GRANT FUNDS,INCLUDING A DISCUSSION OF THE PROGRESS MADE TOWARD ACHIEVING THE GOALS OF THE GRANT; (2) A FINANCIAL ACCOUNTING OF HOW THE FUNDS WERE SPENT WHICH HAS BEEN CERTIFIED AS CORRECT BY A RESPONSIBLE FINANCIAL OFFICER OF GRANTEE; AND (3) AN EVALUATION OF THE IMPACT AND RESULTS OF WORK UNDERTAKEN AND AN ASSESSMENT OF PROGRESS THAT HAS BEEN MADE IN MEETING STATED GOALS. THE SUBMITTED REPORT MUST BE SIGNED BY AN OFFICER AND INCLUDE THE FOLLOWING CERTIFICATION INSIDE THE REPORT OR IN AN ATTACHED LETTER: "GRANTEE WARRANTS THAT IT IS IN FULL COMPLIANCE WITH ITS GRANT AGREEMENT WITH GRANTOR AND THAT ALL RESTRICTIONS, INCLUDING THOSE REGARDING THE USE OF THE GRANT FUNDS FOR POLITICAL ACTIVITIES, SET FORTH IN THAT AGREEMENT HAVE BEEN OBSERVED." X X X 1 0 0 0 0 0 0 1 0 CHRIS MELODY FIELDS FIGUEREDO EXECUTIVE DIRECTOR 221307 0 0 0 0 0 10898 0 21339 0 253544 0 0 0 JANE NORMAN CHIEF OF STAFF 172321 0 2558 0 0 0 8581 0 18604 0 202064 0 0 0 CAROLINE AVAKIAN DIRECTOR OF STRATEGIC COMMUNICATIONS 135718 0 2269 0 0 0 6680 0 39369 0 184036 0 0 0 ELIZABETH SCHILLING DEVELOPMENT DIRECTOR 134462 0 2618 0 0 0 6698 0 15320 0 159098 0 0 0 PART I, LINE 7 CAROLINE AVAKIAN, JANE NORMAN, ELIZABETH SCHILLING, AND VICTORIA WARD RECEIVED NON-FIXED PERFORMANCE BONUSES. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE AUDITED FINANCIAL STATEMENTS, ALONG WITH THE FEDERAL FORM 990. BISC'S COUNSEL ALSO REVIEWS THE DRAFT VERSION OF THE FEDERAL FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C IN ORDER TO ADDRESS A CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS OR, IF APPLICABLE, TO THE EXECUTIVE COMMITTEE WHEN CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. IF THE BOARD OR EXECUTIVE COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A DIRECTOR HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE DIRECTOR OF THE BASIS FOR SUCH BELIEF AND AFFORD THE DIRECTOR AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE DIRECTOR'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE BOARD OR COMMITTEE DETERMINES THE DIRECTOR HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15A PRIOR TO DETERMINING A COMPENSATION INCREASE FOR THE EXECUTIVE DIRECTOR, A COMPENSATION ANALYSIS IS COMPLETED BY THE HUMAN RESOURCES CONSULTANT. THIS ANALYSIS IS COMPILED USING SALARY INFORMATION FROM FORM 990S AND SURVEYS FROM SIMILAR ORGANIZATIONS. THIS INFORMATION IS PROVIDED TO THE BOARD OF DIRECTORS FOR THEIR USE IN DETERMINING A SALARY INCREASE FOR THE EXECUTIVE DIRECTOR AS PART OF AN ANNUAL EVALUATION PROCESS. ANY INCREASE IN COMPENSATION FOR THIS POSITION REQUIRES APPROVAL OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS THEN PROVIDES A LETTER OR EMAIL TO THE HUMAN RESOURCES STAFF ON THE NEWLY APPROVED SALARY AND EFFECTIVE DATE. FORM 990, PART VI, SECTION C, LINE 19 BISC MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 274,507. MANAGEMENT AND GENERAL EXPENSES 6,487. FUNDRAISING EXPENSES 158,000. TOTAL EXPENSES 438,994. PAYROLL SERVICE FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 51,878. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 51,878. RESEARCH & DATA: PROGRAM SERVICE EXPENSES 369,200. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 369,200. FORM 990, PART XI, LINE 9: RETURN OF EMPLOYEE RETENTION TAX CREDIT -63,891. FORM 990, PART V, LINE 2A BISC AND BISC FOUNDATION HAVE A COST SHARING AGREEMENT PURSUANT TO WHICH BISC FOUNDATION REIMBURSES BISC FOR BISC FOUNDATION'S SHARE OF ANY EMPLOYEE TIME DEVOTED TO ITS ACTIVITIES. EMPLOYEES RECEIVE A W-2 FROM BISC.