2021-07-21T12:18:03-05:00 2020-12-31 521711839 COUNCILOR BUCHANAN & MITCHELL PC 7910 WOODMONT AVE STE 500 BETHESDA MD 20814 990 2020-01-01 521254948 CENTER FOR THE STUDY OF SOCIAL POLICY CENT 2023711565 1575 EYE STREET NW NO 500 WASHINGTON DC 20005 JUDITH MELTZER PRESIDENT 2023711565 2021-06-18 1 JUDITH MELTZER 999009999 JULIA L LAFFERTY P02288149 3019860600 2021-06-09 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JUDITH MELTZER 1575 EYE STREET NW NO 500 WASHINGTON DC 20005 19101020 0 X WWW.CSSP.ORG X 1982 DC THE ORGANIZATION'S MISSION IS TO ACHIEVE A RACIALLY, ECONOMICALLY, AND SOCIALLY JUST SOCIETY IN WHICH ALL CHILDREN, YOUTH AND FAMILIES THRIVE. 11 9 48 0 0 0 15657844 14004626 0 0 392166 364514 793 0 16050803 14369140 485667 154677 0 0 7259584 6941449 0 0 69932 6037208 5699851 13782459 12795977 2268344 1573163 17115788 17517033 8020155 6664870 9095633 10852163 X THE CENTER FOR THE STUDY OF SOCIAL POLICY, INC. (CSSP) IS A NONPROFIT PUBLIC POLICY, RESEARCH AND TECHNICAL ASSISTANCE ORGANIZATION. HEADQUARTERED IN WASHINGTON, DC, CSSP WORKS WITH STATES AND FEDERAL POLICYMAKERS AND WITH COMMUNITIES ACROSS THE COUNTRY. CSSP'S MISSION IS TO ACHIEVE A RACIALLY, ECONOMICALLY, AND SOCIALLY JUST SOCIETY IN WHICH ALL CHILDREN, YOUTH, AND FAMILIES THRIVE. WE TRANSLATE IDEAS INTO ACTION, PROMOTE PUBLIC POLICIES GROUNDED IN EQUITY, AND SUPPORT STRONG AND INCLUSIVE COMMUNITIES. WE ADVOCATE WITH AND FOR ALL CHILDREN, YOUTH, AND FAMILIES MARGINALIZED BY PUBLIC POLICIES AND INSTITUTIONAL PRACTICES. ALL OF CSSP'S WORK AIMS TO ADVANCE EQUITY, WHETHER THROUGH POLICY DEVELOPMENT, SYSTEMS CHANGE, OR STRENGTHENING OF COMMUNITY POWER, VOICE, AND TRANSFORMATION. 0 0 3913454 CHILD AND FAMILY WELL-BEING AND PUBLIC SYSTEM REFORM: CSSP PROVIDES TECHNICAL ASSISTANCE TO STATE AND LOCAL PUBLIC HUMAN SERVICE AGENCIES, HELPING THEM TO ASSESS HOW WELL THEY FUNCTION AND TO IMPLEMENT EFFECTIVE POLICIES AND PRACTICES TO IMPROVE RESULTS FOR CHILDREN AND FAMILIES. PRIMARY AREAS OF FOCUS IN THIS WORK ARE: IMPLEMENTING SYSTEMS OF RESULTS-BASED ACCOUNTABILITY; USING RESEARCH ON "PROTECTIVE AND PROMOTIVE FACTORS" FOR YOUTH AND FAMILIES TO PROMOTE HEALTHY DEVELOPMENT OF CHILDREN AND YOUTH; REFORMING CHILD WELFARE SYSTEMS IN THE CONTEXT OF CLASS ACTION LITIGATION; IDENTIFYING AND USING STRATEGIES TO REDUCE RACIAL DISPARITIES IN PUBLIC CHILD WELFARE, JUVENILE JUSTICE AND OTHER HUMAN SERVICES SYSTEMS; PROMOTING POLICIES AND PROGRAMS TO SERVE TARGET POPULATIONS OF EXTREMELY VULNERABLE CHILDREN AND YOUTH INCLUDING LBGTQ YOUTH IN CHILD WELFARE, JUVENILE JUSTICE AND HOMELESS SYSTEMS, PREGNANT AND PARENTING YOUTH IN FOSTER CARE AND INFANTS IN FOSTER CARE, AND ASSISTING PUBLIC AGENCIES TO CREATE PARTNERSHIPS WITH LOCAL COMMUNITIES. THIS WORK ALSO INCLUDES A STRONG FOCUS ON CHILD ABUSE AND NEGLECT PREVENTION, WORKING LOCALLY WITH PROVIDERS OF EARLY CARE AND EDUCATION SERVICES AND OTHER STAKEHOLDERS. 1386650 BUILDING STRONG COMMUNITIES, PROMOTING COMMUNITY CHANGE, AND BUILDING CAPACITY FOR RESIDENT LEADERSHIP: CSSP PROVIDES RESULTS-BASED TECHNICAL ASSISTANCE (TA) AND FACILITATES PEER TECHNICAL ASSISTANCE TO HELP COMMUNITIES DEVELOP THE CAPACITY TO DESIGN AND IMPLEMENT EFFECTIVE STRATEGIES FOR FAMILIES TO BE ABLE TO RAISE HEALTHY CHILDREN IN SAFE NEIGHBORHOODS AND HAVE THE FINANCIAL MEANS TO BETTER PROVIDE FOR THEIR DEVELOPMENT AND SUCCESS LATER IN LIFE. CSSP HELPS COMMUNITIES INVOLVED IN FEDERAL INITIATIVES SUCH AS PROMISE NEIGHBORHOODS AND OTHER LOW INCOME COMMUNITIES WORKING ON NEIGHBORHOOD REVITALIZATION THROUGH EFFORTS TO IMPROVE OUTCOMES FOR THEIR YOUNGEST CHILDREN. CSSP ASSISTS FOUNDATIONS AND OTHER ORGANIZATIONS TO EVALUATE INITIATIVES AIMED AT ACHIEVING MORE EQUITABLE OUTCOMES. CSSP IS ALSO A PARTNER IN THE MIXED INCOME STRATEGIC ALLIANCE (MISA), ALONG WITH URBAN STRATEGIES, INC., AND THE NATIONAL INITIATIVE ON MIXED-INCOME COMMUNITIES (NIMC) AT CASE WESTERN RESERVE UNIVERSITY. BY HELPING TO BUILD NEIGHBORHOOD CAPACITY THROUGH THESE AND SIMILAR INITIATIVES, CSSP SUPPORTS COMMUNITY LEADERS AS THEY CONNECT FAMILIES IN TOUGH NEIGHBORHOODS TO ECONOMIC OPPORTUNITY, HOUSING, EDUCATION, SOCIAL NETWORKS, AND EFFECTIVE SERVICES AND SUPPORTS. THIS AREA OF WORK INCLUDES HELPING LOCAL ORGANIZATIONS DEVELOP THE FINANCIAL CAPACITY AND RESOURCES TO SUSTAIN THE FOCUS ON IMPROVING RESULTS FOR FAMILIES; BUILDING THE CAPACITY OF NEIGHBORHOOD RESIDENTS TO PLAY A LEAD ROLE IN THE WORK, ESPECIALLY AS EDUCATED CONSUMERS OF QUALITY GOODS AND SERVICES; AND ASSISTING CITIES, NATIONALLY AND INTERNATIONALLY, TO USE THEIR DIVERSITY AS AN ECONOMIC AND SOCIAL ADVANTAGE. 4817322 154677 THE YOUNG CHILDREN AND THEIR FAMILIES PROGRAM: THE YOUNG CHILDREN AND THEIR FAMILIES PROGRAM INCLUDES CSSP'S ACTIVITIES RELATED TO EARLY CHILDHOOD SYSTEMS DEVELOPMENT AND THE SUPPORTS FOR FAMILIES THAT HELP YOUNG CHILDREN TO THRIVE. THE GOAL OF THIS WORK IS TO INFLUENCE THE FIELDS OF EARLY CHILDHOOD, FAMILY DEVELOPMENT AND PEDIATRIC HEALTH CARE BY HELPING COMMUNITIES, CITIES, COUNTIES, AND STATES TO DEVELOP AND IMPLEMENT EFFECTIVE PRACTICES, PROGRAMS, POLICIES, AND SYSTEMS THAT CAN IMPROVE WELL-BEING FOR YOUNG CHILDREN AND THEIR FAMILIES. THIS WORK INCLUDES SUPPORTING THE WORK OF EARLY CHILDHOOD-LINC (LEARNING AND INNOVATION NETWORK FOR COMMUNITIES), WHICH BRINGS TOGETHER CITIES AND COUNTIES TO TACKLE CHALLENGES AND TEST SOLUTIONS RELATED TO IMPROVING OUTCOMES FOR YOUNG CHILDREN; DEVELOPING COMMUNITY STRATEGIES RELATED TO PREVENTING AND MITIGATING TOXIC STRESS AND PROMOTING CHILD WELL-BEING AND EARLY RELATIONAL HEALTH; CONTINUED ASSISTANCE TO ORGANIZATIONS, COMMUNITIES, AND STATES IN IMPLEMENTING PROTECTIVE FACTORS; AND DEVELOPMENT AND DISSEMINATION OF EFFECTIVE POLICY AND FUNDING STRATEGIES, AT THE FEDERAL STATE AND LOCAL LEVELS, TO SUPPORT AND SUSTAIN EFFECTIVE EARLY CHILDHOOD SYSTEMS. 426105 426105 10543531 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 95 0 1 48 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 9 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA NY X CHRISTINE KATZ 2023711565 1575 EYE STREET NW NO 500 WASHINGTON DC 20005 JUDITH MELTZER PRESIDENT/DIRECTOR 40.00 X X 278250 0 44142 DR CAROL WILSON SPIGNER CHAIR 1.00 X 0 0 0 LARKIN TACKETT VICE-CHAIR 1.00 X 0 0 0 THOMAS BATES DIRECTOR 1.00 X 0 0 0 ANTHONY BRYK DIRECTOR 1.00 X 0 0 0 JOIA CREAR-PERRY DIRECTOR 1.00 X 0 0 0 FRANK FARROW DIRECTOR 1.00 X 95313 0 251168 KATE KENDELL DIRECTOR 1.00 X 0 0 0 SANDRA MOORE DIRECTOR 1.00 X 0 0 0 SONDRA SAMUELS DIRECTOR 1.00 X 0 0 0 JUDGE WILLIAM THORNE JR DIRECTOR 1.00 X 1000 0 0 CHRISTINE KATZ EXEC. VP/SECRETARY/CFO 40.00 X 220747 0 56884 SUSAN NOTKIN EXEC. VP/TREASURER 40.00 X 228010 0 52122 MEGAN MARTIN EXECUTIVE VICE PRESIDENT 40.00 X 201347 0 54775 LEONARD BURTON SENIOR FELLOW 40.00 X 178233 0 52167 SARAH MORRISON DIRECTOR, LEARNING AND EVIDENCE 40.00 X 171107 0 45700 CHARLYN HARPER BROWNE SENIOR ASSOCIATE 40.00 X 167513 0 31638 FRANCIE ZIMMERMAN SENIOR ASSOCIATE 40.00 X 152666 0 30321 NGOZI LAWAL PROJECT DIRECTOR 40.00 X 149817 0 17748 1844003 0 636665 28 0 1 0 MANATT PHELPS & PHILLIPS LLP 11355 OLYMPIC BLVD LOS ANGELES CA 90064 PARENTS SUPPORTING PEDIATRICS WORK 1040285 DAVID WILLIS 7809 NE 17TH AVE VANCOUVER WA 98682 EARLY RELATIONAL HEALTH WORK 192504 DONNA COHEN ROSS 819 ARRINGTON DRIVE SILVER SPRING MD 20901 PARENTS SUPPORTING PEDIATRICS WORK 177128 URBAN STRATEGIES INC 720 OLIVE STREET SUITE 2600 ST LOUIS MO 63101 MISA/MIIAN WORK 163457 BRIGHAM & WOMEN'S HOSPITAL PO BOX 3149 BOSTON MA 02115 DULCE WORK 157541 12 2828022 11176604 14004626 312760 312760 4783634 4731880 51754 51754 51754 14369140 0 0 364514 X 154677 154677 1483958 1132289 339034 12635 4107112 3133811 938331 34970 179826 137211 41084 1531 796604 607824 181997 6783 373949 285330 85435 3184 3825 3825 76909 76647 262 4157143 4141842 15301 173290 110273 61949 1068 119019 69628 48598 793 645013 493518 145884 5611 106322 104319 1987 16 36076 33726 2350 189417 187746 1671 56209 41756 14015 438 EQUIPMENT RENTAL AND MA 128030 97327 29733 970 DUES AND SUBSCRIPTIONS 6172 6172 BOARD EXPENSES 2426 2426 12795977 10543531 2182514 69932 7036196 7608764 1158938 977583 211036 151735 1787885 409653 1564432 1378232 6503327 6947194 641859 453525 17115788 17517033 1039933 979008 391667 9677 6588555 5676185 8020155 6664870 X 6887369 7560840 2208264 3291323 9095633 10852163 17115788 17517033 1573163 246563 -63196 0 X X 0 1 X 1 1 1 X 14840244 13278787 13709118 15657844 14004626 71490619 14840244 13278787 13709118 15657844 14004626 71490619 29475760 42014859 186797 282496 319116 382341 312760 1483510 793 793 72974922 0.57570 0.59190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1333071 206411 1126660 132357 90364 41993 322457 112878 209579 1378232 DEFERRED RENT 1834593 REFUNDABLE ADVANCES 3426661 DEFERRED COMPENSATION 360284 DEFERRED INCOME 54647 5676185 X 14552507 246563 246563 14305944 63196 63196 14369140 12795977 0 12795977 0 12795977 PART X, LINE 2: CSSP REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE-LIKELY-THAN-NOT" THRESHOLD. THIS APPLIES TO TAX POSITIONS TAKEN IN A TAX RETURN. CSSP DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE, OR REFLECT, ANY UNCERTAIN TAX POSITIONS. 1 FIRST 5 LA 750 N ALAMEDA STREET SUITE 300 LOS ANGELES CA 90012 954790146 25000 DULCE IMPLEMENTATION UNIVERSITY OF MISSISSIPPI MEDICAL CENTER 2500 N STATE STREET JACKSON MS 392164505 646008520 501(C)(3) 9677 DULCE PLANNING AND IMPLEMENTATION FAMILY SERVICES OF RHODE ISLAND INC 134 THURBERS AVENUE PROVIDENCE RI 02905 050258858 40000 DULCE PLANNING AND IMPLEMENTATION VISITING NURSE ASSOCIATION OF CENTRAL JERSEY INC 23 MAIN STREET SUITE D1 HOLMDEL NJ 07733 210639389 501(C)(3) 40000 DULCE PLANNING AND IMPLEMENTATION KENTUCKY YOUTH ADVOCATES INC 10200 LINN STATION ROAD SUITE 310 LOUISVILLE KY 40223 610929390 40000 DULCE PLANNING AND IMPLEMENTATION 2 PART I, LINE 2: THE ORGANIZATION REQUIRES INTERIM AND FINAL NARRATIVE AND FINANCIAL REPORTS. A PROGRAM MANAGER IS ASSIGNED TO MONITOR THE PERFORMANCE OF EACH GRANTEE. X X 1 0 0 0 0 0 0 0 0 JUDITH MELTZER PRESIDENT/DIRECTOR 255000 0 20481 0 2769 0 30303 0 13839 0 322392 0 0 0 FRANK FARROW DIRECTOR 95313 0 0 0 0 0 251168 0 0 0 346481 0 0 0 CHRISTINE KATZ EXEC. VP/SECRETARY/CFO 203000 0 17333 0 414 0 24237 0 32647 0 277631 0 0 0 SUSAN NOTKIN EXEC. VP/TREASURER 209417 0 17405 0 1188 0 24950 0 27172 0 280132 0 0 0 MEGAN MARTIN EXECUTIVE VICE PRESIDENT 183917 0 17250 0 180 0 22128 0 32647 0 256122 0 0 0 LEONARD BURTON SENIOR FELLOW 173400 0 4059 0 774 0 19520 0 32647 0 230400 0 0 0 SARAH MORRISON DIRECTOR, LEARNING AND EVIDENCE 165600 0 4059 0 1448 0 18662 0 27038 0 216807 0 0 0 CHARLYN HARPER BROWNE SENIOR ASSOCIATE 159200 0 6088 0 2225 0 18182 0 13456 0 199151 0 0 0 FRANCIE ZIMMERMAN SENIOR ASSOCIATE 145800 0 6092 0 774 0 16708 0 13613 0 182987 0 0 0 NGOZI LAWAL PROJECT DIRECTOR 147100 0 2537 0 180 0 16460 0 1288 0 167565 0 0 0 FRANK FARROW BOARD MEMBER 346681 CONSULTING WORK/TRANSFER OF LIFE INSURANCE POLICY UPON RETIREMENT 0 WILLIAM THORNE JR BOARD MEMBER 1000 HONORARIUM FOR SPEAKING AT VIRTUAL CONVENING 0 FORM 990, PART VI, SECTION A, LINE 1 THE BOARD OF DIRECTORS SHALL APPOINT FROM AMOUNG ITS VOTING MEMBERS AN EXECUTIVE COMMITTEE OF NOT LESS THAN THREE (3) NOR MORE THAN FOUR (4) DIRECTORS, TWO OF WHOM SHALL AT ANY TIME BE THE CHAIR AND THE PRESIDENT. THE BOARD ALSO MAY DESIGNATE ONE OR MORE OF ITS VOTING DIRECTORS AS ALTERNATES TO SERVE AS A MEMBER OR MEMBERS OF THE EXECUTIVE COMMITTEE IN THE ABSENSE OF ANOTHER MEMBER OR MEMBERS. THE EXECUTIVE COMMITTEE SHALL POSSESS AND EXERCISE ALL POWERS OF THE BOARD OF DIRECTORS DURING THE INTERVALS BETWEEN MEETINGS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 4 AS OF DECEMBER 15, 2020, CSSP UPDATED ITS BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE CFO PROVIDES INITIAL REVIEW OF THE FORM 990 AND THEN IT IS REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS AND FORWARDED TO ALL OF THE DIRECTORS OF THE BOARD. THE CFO ALSO EXPLAINS TO THE BOARD MEMBERS THE EFFECTS OF IRS DISCLOSURE AND REPORTING REQUIRMENTS AND HOW THEY AFFECT THE OPERATIONS OF CSSP. AFTER THEIR REVIEW, THE TAX RETURN IS SIGNED AND DELIEVERED TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MEMBERS RENEW THEIR CONFLICT OF INTEREST STATEMENT ANNUALLY. IN THIS STATEMENT THEY PLEDGE TO ALERT THE ORGANIZATION OF ANY CONFLICT AS THEY ARISE, NOT JUST ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION FOR THE ORGANIZATION'S PRESIDENT AND EXECUTIVE VICE PRESIDENT IS DETERMINED BASED ON PERFORMANCE AND REVIEW OF COMPARABLE SALARIES OF SIMILAR ORGANIZATIONS AND FINAL APPROVAL BY THE EXECUTIVE COMMITTEE OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 15B: THE ORGANIZATION COMPENSATION PROCESS FOR KEY EMPLOYEES (INCLUDING THE EXEC. VICE PRESIDENT AND CFO) IS DETERMINED BY THE PRESIDENT AND EXECUTIVE VICE PRESIDENT BASED ON MARKET RATES OF SIMILARLY SITUATED EMPLOYEES AT SIMILAR ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER CONSULTANTS: PROGRAM SERVICE EXPENSES 4,141,842. MANAGEMENT AND GENERAL EXPENSES 15,301. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,157,143. PART XII, LINE 2C EXPLANATION THE AUDIT COMMITTEE OF THE BOARD ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS. PART VI LINE 4 THE FOLLOWING AMENDMENTS WERE MADE TO THE BYLAWS IN 2020: ARTICLE III, SECTION 3, DIRECTOR ELECTION, TERM OF OFFICER AND QUALIFICATION - ADDED THE FOLLOWING LANGUAGE (I) THE PRESIDENT SHALL SERVE AS A MEMEBR OF THE BOARD WITHOUT TERM LIMIT; (II) IF AN IMMEDIATE PAST PRESIDENT OF THE CORPORATION IS ELECTED TO SERVE AS A MEMBER OF THE BOARD OF DIRECTORS SUBSEQUENT TO THE EXPIRATION OF HIS OR HER TERM OF OFFICE AS PRESIDENT, HE OR SHE WILL BE DEEMED TO HAVE BEEN ELECTED TO SERVE AN INITIAL TERM OF THEIR (3) YEARS UNDER THE REGULAR TERM LIMITATION FOR OTHER BOARD MEMBERS AS SET FORTH ABOVE; AND (III) THE FOLLOWING MEMBER OF THE BOARD OF DIRECTORS SERVING AS VOTING MEMBER ON THE DATE OF ADOPTION OF THESE FIFTH AMENDED AND RESTATED BY-LAWS SHALL BE ENTITLED TO CONTINUE TO SERVE AS A VOTING MEMBER OF THE BOARD OF DIRECTORS UNTIL DECEMBER 31, 2023 UNLESS OR UNTIL REMOVED OR DISQUALIFIED FOR ANY REASON. ARTICLE V, SECTION 4, BOARD DEVELOPMENT COMMITTEE WAS ADDED.