2020-11-02T08:13:51-06:00 2019-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2019-01-01 832050594 ECONOMIC SECURITY PROJECT ACTION INC ECON 7046342917 51 EAST 12TH STREET NO 2ND FL NEW YORK NY 10003 CHRISTOPHER HUGHES SECRETARY/TREASURER 7046342917 2020-11-02 1 RICHARD J LOCASTRO CPA P00288314 3019519090 75.103.231.202 2020-11-02 09:13:46 ES P 3242370ACE0FDCD1644E50D607094B3FB533101C 49D7C22DE1F9E425A89E5321187C9FEFA78FFDF3 2019 2021-04-22 16:20:28Z X ADAM RUBEN 51 EAST 12TH STREET NO 2ND FL NEW YORK NY 10003 5279669 0 X WWW.ECONOMICSECURITY.US X 2018 DE SEE PART III, LINE 1. 3 1 3 1 0 0 986685 3728184 0 0 30906 33301 0 0 1017591 3761485 0 247000 0 0 41188 345503 0 0 38578 47756 764394 88944 1356897 928647 2404588 970730 3432335 42083 99100 928647 3333235 WE CHALLENGE THE STATUS QUO BY CATALYZING IDEAS THAT BUILD ECONOMIC POWER FOR AMERICANS, THROUGH A GUARANTEED INCOME AND OUR CAMPAIGN FOR A COST-OF-LIVING REFUND, AND ANTI-MONOPOLY ACTION TO REIN IN THE CONCENTRATION OF CORPORATE POWER. 0 0 983808 247000 ECONOMIC SECURITY PROJECT ACTION BELIEVES WE NEED TO BUILD AN ECONOMY THAT WORKS FOR EVERYONE. WE ARE WORKING TO END POVERTY AND REBUILD THE MIDDLE CLASS, CHIEFLY THROUGH OUR CAMPAIGN FOR A COST-OF-LIVING REFUND, AS WELL AS OTHER WORK AROUND CASH FOR THOSE STRUGGLING IN THIS ECONOMY. 983808 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 21 0 1 3 1 0 0 0 0 1 1 0 0 0 X 3 1 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 0 0 1 0 0 NY X LEYDY ABREU 7046342917 51 EAST 12TH STREET 2ND FL NEW YORK NY 10003 X NATALIE FOSTER SEE SCHED O CO-PRESIDENT & CO-CHAIR 4.00 X X 19170 0 0 DORIAN WARREN SEE SCHED O CO-PRESIDENT & CO-CHAIR 1.00 X X 18400 0 0 CHRISTOPHER HUGHES SECRETARY/TREASURER 1.00 X X 0 0 0 ADAM RUBEN CO-DIRECTOR 36.00 X 211728 0 17926 TAYLOR JO ISENBERG CO-DIRECTOR 4.00 X 16531 0 0 265829 0 17926 1 0 1 0 501 STRATEGIES LLC 1 KAISER PLAZA SUITE 650 OAKLAND CA 94612 COMMUNICATION CONSULTING 124837 ANNA AURILIO 2134 LEROY PL NW WASHINGTON DC 20008 STRATEGIC CONSULTING 100125 2 3728184 1518184 3728184 13394 13394 1538091 1518184 19907 19907 19907 3761485 0 0 33301 X 247000 247000 283756 163067 93859 26830 37638 20717 12905 4016 175 96 60 19 6387 2875 3390 122 17547 9658 6016 1873 41516 41516 113676 113676 513176 487043 20415 5718 20350 20350 18070 6457 11613 3119 3119 3759 3759 24590 13095 11495 14115 13450 665 206 206 RESEARCH 6600 6600 PAYROLL FEES 3700 3700 DUES AND SUBSCRIPTIONS 1392 1392 STATE TAXES AND FEES 125 125 1356897 983808 334511 38578 153139 1639177 816169 1597075 190000 4074 1422 2009 970730 3432335 42083 99100 42083 99100 X 928647 1393235 1940000 928647 3333235 970730 3432335 2404588 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5000 0 0 5000 5000 1 PROGRESSIVE CHANGE CAMPAIGN COMMITTEE 1629 K STREET NW SUITE 399 WASHINGTON DC 20006 263881408 5000 PART I-A, LINE 1: USED FOR PCCC CHARITABLE, RELIGIOUS, LITERARY, SCIENTIFIC, EDUCATIONAL PURPOSES, SOCIAL WELFARE PURPOSES, OR FOR SECTION 527 EXEMPT FUNCTION ACTIVITIES. 0 X 3761485 0 3761485 0 3761485 1356897 0 1356897 0 1356897 PART X, LINE 2: THE ORGANIZATION RECOGNIZES THE TAX BENEFIT FORM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO INCOME TAX MATTERS IN FEDERAL EXCISE TAX EXPENSE. 1 FUSE WASHINGTON 1402 THIRD AVENUE 406 SEATTLE WA 98101 260573960 501(C)(4) 8500 SUPPORT THE WORKING FAMILIES TAX CREDIT CAMPAIGN MAINE CENTER FOR ECONOMIC POLICY PO BOX 437 AUGUSTA ME 04332 223317572 501(C)(3) 19500 TO FUND THE MAINE CAREGIVER CREDIT PROJECT AND SUPPORT OF PATCHTHROUGH CALLS MADE FOR THE EITC CAMPAIGN MAINE EQUAL JUSTICE 126 SEWALL STREET AUGUSTA ME 04330 043346273 501(C)(3) 10000 TO SUPPORT THE WORKING FAMILIES TAX CREDIT CAMPAIGN MAINE PEOPLE'S ALLIANCE 565 CONGRESS ST SUITE 200 PORTLAND ME 04101 010383493 501(C)(4) 35500 TO FUND THE ORGANIZATION'S MAINE CAREGIVER CREDIT PROJECT, TO FUND THE MAINE PEOPLE'S ALLIANCE COST OF LIVING REBATE CAMPAIGN AND EVENT SPONSORSHIP SCHOOLS AND COMMUNITIES FIRST 777 FIGUEROA STREET SUITE 4050 LOS ANGELES CA 90017 824522877 501(C)(4) 25000 IN SUPPORT OF OUR PARTICIPATION IN THE EXECUTIVE COMMITTEE SIXTEEN THIRTY FUND 1201 CONNECTICUT AVE SUITE 300 WASHINGTON DC 20036 264486735 501(C)(4) 23500 FOR DEMAND PROGRESS ON THE FREEDOM FROM FACEBOOK CAMPAIGN SUNRISE MOVEMENT 50 F STREET NW SUITE 700 WASHINGTON DC 20001 821232167 501(C)(4) 75000 SUPPORT WORK TO END CLIMATE CHANGE UNITED STATES PUBLIC INTEREST RESEARCH GROUP INC 600 PENNSYLVANIA AVENUE SE SUITE 400 WASHINGTON DC 20005 042790740 501(C)(4) 30000 FUND THE ORGANIZATION'S COST-OF-LIVING REFUND EFFORTS WASHINGTON STATE BUDGET & POLICY CENTER 1402 THIRD AVENUE SUITE 1215 SEATTLE WA 98103 721612982 501(C)(3) 10000 TO SUPPORT THE WORKING FAMILIES TAX CREDIT CAMPAIGN 3 6 PART I, LINE 2: TO MONITOR THE USE OF OUTGOING GRANTS, ESPA REQUIRES AN INTERIM AND/OR FINAL REPORT DUE ONE MONTH AFTER THE GRANT PERIOD ENDS. THIS REPORT MUST INCLUDE: - A DETAILED EXPLANATION OF THE PROJECT'S GOALS, OBJECTIVES AND RESULTS ACHIEVED - A FINANCIAL REPORT DETAILING FINAL ACCOUNTING OF BUDGETED VS. ACTUAL EXPENDITURES OF ALL GRANT FUNDING, INCLUDING THE ENTIRE PROJECT BUDGET AND ALL SOURCES OF REVENUE AND EXPENDITURES - A LIST OF ALL INTELLECTUAL PROPERTY AND ASSETS PURCHASED WITH THE GRANT X 1 1 X X 0 0 0 0 0 0 0 0 0 ADAM RUBEN CO-DIRECTOR 211728 0 0 0 0 0 5001 0 12925 0 229654 0 0 0 PART I, LINE 1A ALL EMPLOYEES ARE ENTITLED TO A MONTHLY GYM REIMBURSEMENT UP TO A SPECIFIC AMOUNT. THE FITNESS BENEFIT POLICY IS FOR ALL EMPLOYEES AND STIPULATES THAT EMPLOYEES ARE TO REIMBURSED FOR UP TO $75 PER MONTH FOR THEIR GYM MEMBERSHIP. X 1 1518184 FMV 0 0 0 PART I, COLUMN (B): THIS COLUMN INCLUDES THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ONE CLASS OF MEMBERS, CONSISTING OF THE INITIAL MEMBER AND OTHERS WHO ARE ADMITTED AS MEMBERS BY ACTION OF THE MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS, ACTING ALONE AND WITHOUT THE ACTION OF THE BOARD, HAVE THE SOLE AUTHORITY TO APPOINT, AND REMOVE WITHOUT CAUSE, DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS HAVE THE SOLE AUTHORITY TO APPOINT, AND REMOVE WITHOUT CAUSE, OFFICERS AND KEY PERSONNEL, APPROVE CHANGES TO THE MISSION OR PURPOSES OF THE CORPORATION, APPROVE AMENDMENT TO THE CORPORATION'S CERTIFICATE OF INCORPORATION AND BYLAWS, APPROVE ANY MERGER, CONSOLIDATION, MEMBERSHIP EXCHANGE, CONVERSION, DOMESTICATION, DISSOLUTION, OR OTHER CHANGE TO THE STRUCTURE OF THE CORPORATION. THEY ALSO HAVE THE SOLE AUTHORITY TO APPROVE THE TRANSFER OR SALE OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION, APPROVE THE ANNUAL BUDGET OF THE CORPORATION, APPROVE THE INCURRENCE OF ANY INDEBTEDNESS BY THE CORPORATION OUTSIDE THE ORDINARY COURSE OF BUSINESS, APPROVE RETAINING LEGAL COUNSEL AND FILING SUIT AGAINST THE GOVERNMENT OR SPECIFIED THIRD PARTIES. LASTLY, THEY HAVE THE SOLE AUTHORITY TO APPROVE CONFLICT OF INTEREST TRANSACTIONS BETWEEN THE CORPORATION AND A DIRECTOR OR OFFICER, AND APPROVE ANY KEY DECISIONS OR CONTRACTUAL ARRANGEMENTS THAT MAY AFFECT THE REPUTATION OR VIABILITY OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 8B TTHE ORGANIZATION DID NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY OUTSIDE ACCOUNTANTS AND REVIEWED BY THE TREASURER AND OUTSIDE COUNSEL. THE FINAL COPY OF THE RETURN WAS PROVIDED TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS MEMBERS, DIRECTORS, OFFICERS, AND KEY EMPLOYEES OF THE CORPORATION ("COVERED PERSONS"). A COPY OF THE CONFLICT OF INTEREST POLICY MUST BE FURNISHED ANNUALLY TO EACH COVERED PERSON. EACH COVERED PERSON ANNUALLY SIGNS A STATEMENT THAT AFFIRMS THAT HE OR SHE HAS RECEIVED A COPY OF THIS POLICY, HAS READ AND UNDERSTANDS THE POLICY, AND HAS AGREED TO COMPLY WITH THIS POLICY. COVERED PERSONS MUST ANNUALLY FILES A STATEMENT WITH THE BOARD OF DIRECTORS THAT LISTS ANY OUTSIDE EMPLOYMENT OR CONSULTING WORK OR ANY BOARD MEMBERSHIP OR AFFILIATION WITH OTHER ORGANIZATIONS THAT COULD CONSTITUTE A CONFLICT, ALONG WITH A LISTING OF SIGNIFICANT INVESTMENTS OWNED AS DEFINED IN THE POLICY. ALL MATERIAL FACTS CONCERNING ANY SITUATION THAT MIGHT BE VIEWED AS A CONFLICT IS DISCLOSED TO THE BOARD OF DIRECTORS BY THE COVERED PERSON CONCERNED. NO COVERED PERSON MAY BE PRESENT FOR A VOTE BY THE BOARD OF DIRECTORS ON ANY DECISION OR ACTION BY THE CORPORATION THAT WOULD DIRECTLY OR INDIRECTLY BENEFIT THAT PERSON, ALTHOUGH THAT PERSON MAY ANSWER QUESTIONS OR RESPOND TO REQUESTS FOR FACTUAL INFORMATION NEEDED FOR THE BOARD TO MAKE AN INFORMED DECISION. THE BOARD MAY NOT APPROVE ANY TRANSACTION IN WHICH A COVERED PERSON HAS A MATERIAL FINANCIAL INTEREST. THE MINUTES OF ANY BOARD MEETING AT WHICH DISCUSSIONS OF POTENTIAL CONFLICTED TRANSACTIONS TAKE PLACE REFLECTS IN DETAIL THE DELIBERATIONS AND VOTING PROCESS RELATED TO SUCH TRANSACTIONS. FORM 990, PART VI, SECTION B, LINE 13: THE ORGANIZATION IS IN THE PROCESS OF IMPLEMENTING A WHISTLEBLOWER POLICY IN THE UPCOMING FISCAL YEAR. FORM 990, PART VI, SECTION B, LINE 14: THE ORGANIZATION IS IN THE PROCESS OF IMPLEMENTING A DOCUMENT RETENTION AND DESTRUCTION POLICY IN THE UPCOMING FISCAL YEAR. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S COMPENSATION IS REVIEWED BY THE BOARD. COMPENSATION IS BASED ON COMPENSATION HISTORY, COMPARABLE SALARIES AND LEVEL OF RESPONSIBILITY. THE PROCESS WAS DISCUSSED AND DOCUMENTED. THE LAST COMPENSATION REVIEW TOOK PLACE ON OCTOBER 24, 2019. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST WHEN REQUIRED BY FEDERAL OR STATE LAW. FORM 990, PART VII, SECTION A, BOARD MEMBER COMPENSATION: NATALIE FOSTER AND DORIAN WARREN RECEIVED COMPENSATION FOR STRATEGIC CONSULTING SERVICES. THESE SERVICES WERE UNRELATED TO THEIR BOARD MEMBER DUTIES. FORM 990, PART IX, LINE 11G GRAPHIC DESIGN SERVICES: PROGRAM SERVICE EXPENSES 2,527. MANAGEMENT AND GENERAL EXPENSES 145. FUNDRAISING EXPENSES 28. TOTAL EXPENSES 2,700. CONSULTING FEES: PROGRAM SERVICE EXPENSES 345,322. MANAGEMENT AND GENERAL EXPENSES 10,725. FUNDRAISING EXPENSES 4,141. TOTAL EXPENSES 360,188. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 127,955. MANAGEMENT AND GENERAL EXPENSES 7,347. FUNDRAISING EXPENSES 1,424. TOTAL EXPENSES 136,726. ADMINISTRATIVE SUPPORT: PROGRAM SERVICE EXPENSES 11,239. MANAGEMENT AND GENERAL EXPENSES 645. FUNDRAISING EXPENSES 125. TOTAL EXPENSES 12,009. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,553. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,553.