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 273604435 PARTNERSHIP FOR A NEW AMERICAN ECONOMY ACTION FUND INC PART 2125836000 CO GELLER ADVISORS LLC PO BOX 151 NEW YORK NY 10150 JOHN FEINBLATT CHAIRMAN 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 AVE NEW YORK NY 10022 3281332 0 X WWW.NEWAMERICANECONOMY.ORG X 2010 DE PARTNERSHIP FOR A NEW AMERICAN ECONOMY ACTION FUND, INC. (PNAEAF) WAS FORMED TO SUPPORT EFFORTS TO INFORM POLICY-MAKERS, THE MEDIA, AND THE PUBLIC ABOUT THE ECONOMIC MERITS OF REFORMING IMMIGRATION POLICY. 3 2 26 0 0 0 3364311 3280885 0 0 0 0 1500 447 3365811 3281332 0 0 0 0 1219232 953212 143478 58260 62816 2215545 1310633 3578255 2322105 -212444 959227 561623 1456677 156307 92134 405316 1364543 PARTNERSHIP FOR A NEW AMERICAN ECONOMY ACTION FUND, INC. 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(PNAEAF) WORKED WITH PARTNERS INCLUDING MAYORS' OFFICES, CHAMBERS OF COMMERCE, AND OTHERS, AS WELL AS ENGAGED CONSULTANTS, TO ORGANIZE LEADERS IN STATES AROUND THE COUNTRY TO ADVOCATE FOR A BETTER IMMIGRATION SYSTEM; HELD DOZENS OF VIRTUAL STATE EVENTS IN WHICH LOCAL LEADERS DISCUSSED THE ECONOMIC BENEFITS OF IMMIGRATION REFORM; ENGAGED ECONOMISTS, LEGISLATIVE AIDES, AND ADVOCACY ORGANIZATIONS IN HELPING ELECTED OFFICIALS MEET THE CHALLENGES AROUND PROTECTING IMMIGRANT AND OTHER COMMUNITIES IN COVID; AND ENGAGED CITIES IN THE DEVELOPMENT AND IMPLEMENTATION OF NEW POLICIES TO PROMOTE IMMIGRANT INTEGRATION. 1626174 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 20 0 1 26 1 0 0 0 0 1 1 0 0 0 X 3 2 0 0 0 0 1 1 0 1 0 1 0 1 1 1 1 1 1 1 1 0 AL AR CA FL GA HI IL KS KY MD MA MN MS MO 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 CHAIRMAN AND DIRECTOR 2.00 1.00 X X 0 0 0 ELIZABETH BUCKLEY LEWIS VICE-CHAIR, SECRETARY, DIRECTOR 0.50 0.00 X X 0 0 0 JEREMY ROBBINS TREASURER, DIRECTOR, EXECUTIVE DIR. 36.00 4.00 X X 279039 0 45524 HANNA SIEGEL MANAGING DIRECTOR 40.00 0.00 X 224444 0 44245 KATHERINE STEINBERG DIRECTOR OF CONTENT STRATEGY 40.00 0.00 X 165600 0 17799 DANIEL WALLACE DEPUTY MANAGING DIRECTOR 40.00 0.00 X 113481 0 27551 ANDREW RAY LIM DIRECTOR OF RESEARCH 40.00 0.00 X 111032 0 22337 STEVE HUBBARD DATA SCIENTIST 40.00 0.00 X 102206 0 16100 995802 0 173556 6 0 1 0 GELLER ADVISORS LLC PO BOX 1510 NEW YORK NY 10150 FINANCIAL AND ADVISORY SERVICES 350482 VENABLE LLP 600 MASSACHUSETTS AVENUE NW WASHINGTON DC 20001 LEGAL SERVICES 109450 2 3280885 3280885 OTHER INCOME 541900 447 447 447 3281332 447 0 0 X 380968 365055 14497 1416 372353 356800 14169 1384 24749 23715 942 92 120804 115759 4596 449 54338 52068 2068 202 113413 113413 368082 368082 58260 58260 644013 627954 16059 2399 2399 19447 12673 6774 67372 6808 60564 9389 6708 1814 867 45410 45410 22895 22895 BANK AND CREDIT CARD FE 4414 324 4090 13799 10501 3152 146 2322105 1626174 633115 62816 205887 1045275 19 19 550 0 24268 21880 22191 22191 0 0 66319 20909 264580 368594 561623 1456677 156307 92134 156307 92134 X 405316 1364543 405316 1364543 561623 1456677 959227 0 X 0 1 X 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22191 22191 0 0 DUE FROM PARTNERSHIP FOR A NEW AMERICAN ECONOMY RESEARCH FUND 368594 368594 3365136 83804 83804 3281332 0 3281332 2405909 83804 83804 2322105 0 2322105 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 FL GA HI IL KS KY ME MD MA MI MS MN MO NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X X 0 0 0 0 0 0 0 0 0 JEREMY ROBBINS TREASURER, DIRECTOR, EXECUTIVE DIR. 279039 0 0 0 0 0 10277 0 35247 0 324563 0 0 0 HANNA SIEGEL MANAGING DIRECTOR 224444 0 0 0 0 0 8998 0 35247 0 268689 0 0 0 KATHERINE STEINBERG DIRECTOR OF CONTENT STRATEGY 165600 0 0 0 0 0 5557 0 12242 0 183399 0 0 0 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 AS MENTIONED ABOVE, THE MEMBERS ELECT THE DIRECTORS. FORM 990, PART VI, SECTION A, LINE 8B THE CORPORATION HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BOARD. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PROVIDED TO THE GOVERNING BODY FOR REVIEW BEFORE THE RETURN IS SIGNED BY A DIRECTOR AND FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS WILL REVIEW SUBMITTED DISCLOSURES, DETERMINE WHETHER OR NOT A CONFLICT OF INTEREST EXISTS, AND DETERMINE WHETHER OR NOT SUCH CONFLICT MATERIALLY AND ADVERSELY AFFECTS PNAEAF'S INTERESTS. IF THE REVIEWING BODY OR OFFICIAL DETERMINES THAT AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST EXISTS, THE REVIEWING BODY OR OFFICIALS SHALL ALSO DETERMINE AN APPROPRIATE REMEDY. SUCH REMEDY MAY INCLUDE, FOR EXAMPLE, (I) WAIVER OF THE CONFLICT OF INTEREST AS UNLIKELY TO AFFECT THE COVERED OFFICIAL'S ABILITY TO ACT IN THE BEST INTERESTS OF PNAEAF; (II) RECUSAL OF THE CONFLICTED COVERED OFFICIAL FROM PARTICIPATING IN CERTAIN MATTERS PENDING BEFORE PNAEAF, THE BOARD, OR OTHER PNAEAF BODY; OR (III) RESIGNATION OR SEPARATION OF THE CONFLICTED COVERED OFFICIAL FROM HIS OR HER POSITION WITH PNAEAF (SUBJECT TO THE TERMS OF ANY PERTINENT EMPLOYEE AGREEMENT). A COVERED OFFICIAL WHOSE POTENTIAL CONFLICT IS UNDER REVIEW MAY NOT DEBATE, VOTE, OR OTHERWISE PARTICIPATE IN SUCH DETERMINATION EXCEPT TO DISCLOSE MATERIAL FACTS AND TO RESPOND TO QUESTIONS, AND SHALL FURTHER ABSTAIN FROM PARTICIPATING IN ANY PNAEAF MATTER AFFECTING THE INTEREST UNDER REVIEW PENDING A DETERMINATION FROM THE REVIEWING BODY OR OFFICIAL. ALL DISCLOSURES AND DETERMINATIONS OR ACTIONS OF THE BOARD MADE PURSUANT TO THIS POLICY SHALL BE PROPERLY DOCUMENTED IN MEETING MINUTES OR OTHER APPROPRIATE RECORDS OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 15 THE SALARIES FOR THE EXECUTIVE DIRECTOR AND THE MANAGING DIRECTOR WERE REVIEWED AND APPROVED BY THE FULL BOARD UTILIZING COMPARABILITY DATA AND CONTEMPORANEOUS SUBSTANTIATION OF THE DECISION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS CERTIFICATE OF INCORPORATION, BYLAWS, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST ADDRESSED TO THE ORGANIZATION IN CARE OF GELLER ADVISORS LLC AS NOTED IN PART VI, SECTION C, QUESTION 20. FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC ELIZABETH BUCKLEY LEWIS - WILLKIE FARR & GALLAGHER LLP - 787 SEVENTH AVE., NEW YORK, NY 10019. FORM 990, PART IX, LINE 11G POLICY AND RESEARCH: PROGRAM SERVICE EXPENSES 48,375. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 48,375. STATE AND LOCAL ORGANIZING: PROGRAM SERVICE EXPENSES 172,479. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 172,479. CONTENT: PROGRAM SERVICE EXPENSES 407,100. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 407,100. ADMIN: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 16,059. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,059. COST SHARING AGREEMENT: THE ORGANIZATION IS PARTY TO A COST SHARING AGREEMENT WITH THE PARTNERSHIP FOR A NEW AMERICAN ECONOMY RESEARCH FUND. 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. 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