CENTER ON BUDGET AND POLICY PRIORITIES: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CENTER ON BUDGET AND POLICY PRIORITIES (EIN 52-1234565)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201943189349304059
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T10:23:50-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 582676261 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rogers & Company PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8300 Boone Boulevard Suite 600 | AddressLine1Txt |
| City | Vienna | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22182 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521234565 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Center on Budget and Policy Priorities | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CENT | BusinessNameControlTxt |
| Phone | 2024081080 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1275 First Street NE No 1200 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200023193 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert Greenstein | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2024081080 | PhoneNum |
| Signature | 2019-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lori A Collingsworth | PreparerPersonNm |
| PTIN | P00639819 | PTIN |
| Phone | 7038930300 | PhoneNum |
| Preparation | 2019-11-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 174.70.27.74 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-14 | IPDt |
| IP Tm | 11:23:18 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | ECEE9D0F9FA27E6B6A8A3848667CA5FDB2C7423A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5757F712A8161F6F3964D64EA127352BD3BB441C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Robert Greenstein | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1275 First Street NE No 1200 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200023193 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $51,734,820 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.cbpp.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1981 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | Conducting research and analysis to help promote greater public understanding of budget policies. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 236 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $161,090 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $32,949,233 | PYContributionsGrantsAmt |
| CY Contributions Grants | $31,029,626 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $447,030 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $558,896 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,230,852 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,596,693 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$15,556 | PYOtherRevenueAmt |
| CY Other Revenue | $22,294 | CYOtherRevenueAmt |
| PY Total Revenue | $34,611,559 | PYTotalRevenueAmt |
| CY Total Revenue | $33,207,509 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $7,038,507 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $8,219,475 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $18,533,630 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $19,585,455 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,389,464 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,715,148 | PYOtherExpensesAmt |
| CY Other Expenses | $8,741,398 | CYOtherExpensesAmt |
| PY Total Expenses | $33,287,285 | PYTotalExpensesAmt |
| CY Total Expenses | $36,546,328 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,324,274 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,338,819 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $95,853,448 | TotalAssetsBOYAmt |
| Total Assets EOY | $90,192,963 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,202,933 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,379,229 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $93,650,515 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $87,813,734 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Promoting better public understanding, providing factual information and data, and analyzing impacts of government programs and policies that affect the lives of low and moderate income families and individuals at federal and state levels. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $14,383,079 | ExpenseAmt |
| Grant | $6,530,000 | GrantAmt |
| Revenue | $558,896 | RevenueAmt |
| Desc | State fiscal and related projects: Performs research and analysis of state budget and tax policy with an emphasis on the effects of such policies on low and moderate income households and fosters development of state-level policy organizations. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,416,741 | ExpenseAmt |
| Grant | $1,319,475 | GrantAmt |
| Desc | Low-income program and related projects: Performs research, analysis and development of strategies to improve federal policy and federal and state implementation of low-income programs. The Center also conducts policy analysis and promotes outreach strategies related to the earned income tax credit and the low-income component of the child tax credit. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,260,761 | ExpenseAmt |
| Grant | $90,000 | GrantAmt |
| Desc | Federal and state health projects: Works to improve the health of low-income families and individuals through research, improvements in program policies and operations, and outreach strategies to increase child and family health insurance coverage. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | GrantGrantAmt | DescDesc |
|---|---|---|
| $4,141,789 | $280,000 | Federal fiscal policy and related projects: Performs research and analysis of federal budgets, tax policies and related issues, and trends in poverty and income distribution. |
| $898,650 | DC Fiscal Policy Institute: Performs research and analysis on the budget, tax policies, and low-income programs of the District of Columbia. | |
| $883,810 | Organizational Initiatives: Includes work focused on longer-term policy development, enhancing staff development and capacity, and integrating race equity into our work. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $5,924,249 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $280,000 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $32,984,830 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 79 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 236 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Organization | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2024081080 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1275 First Street NE No 1200 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200023193 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| David de Ferranti | ||||||||
| Chairman | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Henry J Aaron | ||||||||
| Treasurer | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Marion Pines | ||||||||
| Secretary | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Kenneth Bradley Apfel | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Henry A Coleman | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| James Gibson | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Antonia Hernandez | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Wayne Jordan | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Jacob Lew | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Lynn McNair | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Robert D Reischauer | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Paul Rudd | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Susan Sechler | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Melanne Verveer | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Kim Wallace | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| William Julius Wilson | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Robert Greenstein | ||||||||
| President | 40.00 | Yes (X) | $215,008 | $0 | $45,368 | |||
| Debra Schwartz | ||||||||
| Chief Financial Officer | 40.00 | Yes (X) | $188,394 | $0 | $27,681 | |||
| Teresa LaMaster | ||||||||
| General Counsel/EVP - Operations | 40.00 | $207,479 | $0 | $37,927 | Yes (X) | |||
| Susan Steinmetz | ||||||||
| Senior VP - Program Mgmt/Devel | 40.00 | $202,552 | $0 | $20,707 | Yes (X) | |||
| Nicholas Johnson | ||||||||
| VP - State Fiscal Policy | 40.00 | $197,447 | $0 | $48,357 | Yes (X) | |||
| Ellen Nissenbaum | ||||||||
| Senior VP - Government Affairs | 40.00 | $204,456 | $0 | $27,985 | Yes (X) | |||
| Joel Friedman | ||||||||
| VP - Federal Fiscal Policy | 40.00 | $199,702 | $0 | $20,625 | Yes (X) | |||
| Charles Marr | ||||||||
| Director | 40.00 | $191,283 | $0 | $48,547 | Yes (X) | |||
| LaDonna Pavetti | ||||||||
| VP - Welfare Reform | 40.00 | $187,383 | $0 | $36,679 | Yes (X) | |||
| Judith Solomon | ||||||||
| VP - Health Policy | 40.00 | $188,321 | $0 | $41,678 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,982,025 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $355,554 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 56 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Lawrence Haas | |||||
| 12 Falls Chapel Court | Potomac | MD | 20854 | Consulting | $300,000 |
| Homefront Communications LLC (dba Subje | |||||
| 1201 New York Avenue NW Ste 900 | Washington | DC | 20005 | Consulting | $183,725 |
| West Front Strategies LLC | |||||
| 600 New Hampshire Ave NW | Washington | DC | 20037 | Consulting | $135,000 |
| EBREM Design LLC (Edward Bremner) | |||||
| 312 Woodland Trail | Hendersonville | NC | 28739 | Consulting | $117,000 |
| Berlin Rosen LTD | |||||
| 15 Maiden Lane - Suite 1600 | New York | NY | 10038 | Consulting | $107,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $753 | FederatedCampaignsAmt |
| All Other Contributions | $31,028,873 | AllOtherContributionsAmt |
| Noncash Contributions | $147,338 | NoncashContributionsAmt |
| Total Contributions | $31,029,626 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Contract income | 900099 | $343,538 | $343,538 |
| Conference & honoraria | 900099 | $215,275 | $215,275 |
| Publications | 900099 | $83 | $83 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $558,896 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,593,921 | TotalRevenueColumnAmt |
| Exclusion | $1,593,921 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,264 | TotalRevenueColumnAmt |
| Exclusion | $2,264 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,530,083 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,527,311 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,772 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,772 | TotalRevenueColumnAmt |
| Exclusion | $2,772 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Refunds and reimbursements | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $20,030 | TotalRevenueColumnAmt |
| Exclusion | $20,030 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $20,030 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,207,509 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $558,896 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,618,987 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,219,475 | TotalAmt |
| Program Services | $8,219,475 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,190,920 | TotalAmt |
| Program Services | $1,017,273 | ProgramServicesAmt |
| Management And General | $105,423 | ManagementAndGeneralAmt |
| Fundraising | $68,224 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,930,396 | TotalAmt |
| Program Services | $13,020,627 | ProgramServicesAmt |
| Management And General | $1,040,424 | ManagementAndGeneralAmt |
| Fundraising | $869,345 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $819,654 | TotalAmt |
| Program Services | $700,139 | ProgramServicesAmt |
| Management And General | $72,559 | ManagementAndGeneralAmt |
| Fundraising | $46,956 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,546,324 | TotalAmt |
| Program Services | $1,320,854 | ProgramServicesAmt |
| Management And General | $136,886 | ManagementAndGeneralAmt |
| Fundraising | $88,584 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,098,161 | TotalAmt |
| Program Services | $938,038 | ProgramServicesAmt |
| Management And General | $97,213 | ManagementAndGeneralAmt |
| Fundraising | $62,910 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,506 | TotalAmt |
| Program Services | $14,456 | ProgramServicesAmt |
| Management And General | $47,050 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,088 | TotalAmt |
| Program Services | $3,735 | ProgramServicesAmt |
| Management And General | $123,353 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,634 | TotalAmt |
| Management And General | $33,634 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,410,216 | TotalAmt |
| Program Services | $3,131,119 | ProgramServicesAmt |
| Management And General | $246,182 | ManagementAndGeneralAmt |
| Fundraising | $32,915 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $691,211 | TotalAmt |
| Program Services | $565,845 | ProgramServicesAmt |
| Management And General | $63,643 | ManagementAndGeneralAmt |
| Fundraising | $61,723 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,806 | TotalAmt |
| Program Services | $188,487 | ProgramServicesAmt |
| Management And General | $41,433 | ManagementAndGeneralAmt |
| Fundraising | $8,886 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,661,287 | TotalAmt |
| Program Services | $1,473,977 | ProgramServicesAmt |
| Management And General | $93,276 | ManagementAndGeneralAmt |
| Fundraising | $94,034 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $763,014 | TotalAmt |
| Program Services | $741,521 | ProgramServicesAmt |
| Management And General | $5,588 | ManagementAndGeneralAmt |
| Fundraising | $15,905 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,322,535 | TotalAmt |
| Program Services | $1,289,537 | ProgramServicesAmt |
| Management And General | $28,060 | ManagementAndGeneralAmt |
| Fundraising | $4,938 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,475 | TotalAmt |
| Program Services | $156,999 | ProgramServicesAmt |
| Management And General | $10,335 | ManagementAndGeneralAmt |
| Fundraising | $11,141 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,276 | TotalAmt |
| Program Services | $576 | ProgramServicesAmt |
| Management And General | $23,700 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Dues/subscriptions | $215,634 | $197,159 | $2,274 | $16,201 |
| Taxes/licenses | $13,716 | $5,013 | $1,001 | $7,702 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,546,328 | TotalAmt |
| Program Services | $32,984,830 | ProgramServicesAmt |
| Management And General | $2,172,034 | ManagementAndGeneralAmt |
| Fundraising | $1,389,464 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,761,965 | BOYAmt |
| EOY | $1,502,455 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,036,004 | BOYAmt |
| EOY | $13,573,836 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,555,949 | BOYAmt |
| EOY | $15,061,502 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $233,994 | BOYAmt |
| EOY | $628,372 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,875 | BOYAmt |
| EOY | $356,914 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $132,415 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $240,948 | BOYAmt |
| EOY | $132,415 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,918,233 | BOYAmt |
| EOY | $58,532,216 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $480 | BOYAmt |
| EOY | $405,253 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,853,448 | BOYAmt |
| EOY | $90,192,963 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,030,546 | BOYAmt |
| EOY | $2,379,229 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $172,387 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,202,933 | BOYAmt |
| EOY | $2,379,229 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,709,381 | BOYAmt |
| EOY | $39,810,876 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,941,134 | BOYAmt |
| EOY | $47,002,858 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000,000 | BOYAmt |
| EOY | $1,000,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,650,515 | BOYAmt |
| EOY | $87,813,734 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,853,448 | BOYAmt |
| EOY | $90,192,963 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$3,338,819 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,497,962 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $48,131,601 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,677,596 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $49,891,446 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,949,233 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,029,626 | CurrentTaxYearAmt |
| Total | $185,679,502 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $48,131,601 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,677,596 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $49,891,446 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,949,233 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,029,626 | CurrentTaxYearAmt |
| Total | $185,679,502 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $48,458,377 | SubstantialContributorsTotAmt |
| Public Support Total170 | $137,221,125 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $685,334 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $940,139 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $976,284 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,227,723 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,596,185 | CurrentTaxYearAmt |
| Total | $5,425,665 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $191,105,167 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,268,526 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.71800 | PublicSupportCY170Pct |
| Public Support PY170 | 0.69800 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $88,909 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $568,660 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $657,569 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $35,855,125 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $36,512,694 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $324,075 | CurrentYearMinus3Amt |
| Current Year Minus2 | $196,888 | CurrentYearMinus2Amt |
| Current Year Minus1 | $428,789 | CurrentYearMinus1Amt |
| Current Year | $657,569 | CurrentYearAmt |
| Total | $1,607,321 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $5,747 | CurrentYearMinus3Amt |
| Current Year Minus2 | $5,591 | CurrentYearMinus2Amt |
| Current Year Minus1 | $177,673 | CurrentYearMinus1Amt |
| Current Year | $88,909 | CurrentYearAmt |
| Total | $277,920 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,886,158 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$1,300,114 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $31,586,044 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,387,436 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,498,722 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $32,886,158 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,452,969 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,934,467 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $29,387,436 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,863,869 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$410,900 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $27,452,969 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,823,319 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,040,550 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $27,863,869 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.96830 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.03170 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $132,415 | OtherCostOrOtherBasisAmt |
| Book Value | $132,415 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $132,415 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $30,675,913 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$2,497,962 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$2,497,962 | RevenueNotReportedAmt |
| Revenue Subtotal | $33,173,875 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $33,634 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $33,634 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $33,207,509 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $36,512,694 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $36,512,694 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $33,634 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $33,634 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $36,546,328 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | The Board of Directors' intent in establishing the endowment fund was to provide for the long-term financial sustainability of the Center. |
| Part X, Line 2: | Management evaluated the Center's tax positions and has concluded that the Center has taken no uncertain tax positions that require either recognition or disclosure in the accompanying financial statements. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (128 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Arise Citizens' Policy Project | |||||||||||
| PO Box 1188 | Montgomery | AL | 361011188 | 631186365 | 501(c)(3) | $35,000 | $0 | n/a | n/a | Project | |
| Arise Citizens' Policy Project | |||||||||||
| PO Box 1188 | Montgomery | AL | 361011188 | 631186365 | 501(c)(3) | $50,000 | $0 | n/a | n/a | General support | |
| Arise Citizens' Policy Project | |||||||||||
| PO Box 1188 | Montgomery | AL | 361011188 | 631186365 | 501(c)(3) | $75,000 | $0 | n/a | n/a | Project | |
| Arizona Center for Economic Progress | |||||||||||
| c/o Childrens Action Alliance 3030 | Phoenix | AZ | 85012 | 860594785 | 501(c)(3) | $125,000 | $0 | n/a | n/a | Project | N 3rd St - Suite 650 |
| Arkansas Advocates for Children and Families | |||||||||||
| 1400 W Markham Union Station - | Little Rock | AR | 72201 | 710492205 | 501(c)(3) | $39,000 | $0 | n/a | n/a | General support | Suite 306 |
| California Budget & Policy Center | |||||||||||
| 1107 9th Street Suite 310 | Sacramento | CA | 95814 | 680346784 | 501(c)(3) | $35,000 | $0 | n/a | n/a | Project | |
| California Budget & Policy Center | |||||||||||
| 1107 9th Street Suite 310 | Sacramento | CA | 95814 | 680346784 | 501(c)(3) | $40,000 | $0 | n/a | n/a | Project | |
| California Budget & Policy Center | |||||||||||
| 1107 9th Street Suite 310 | Sacramento | CA | 95814 | 680346784 | 501(c)(3) | $45,000 | $0 | n/a | n/a | Project | |
| California Budget & Policy Center | |||||||||||
| 1107 9th Street Suite 310 | Sacramento | CA | 95814 | 680346784 | 501(c)(3) | $93,000 | $0 | n/a | n/a | Project | |
| California Budget & Policy Center | |||||||||||
| 1107 9th Street Suite 310 | Sacramento | CA | 95814 | 680346784 | 501(c)(3) | $140,000 | $0 | n/a | n/a | General support | |
| Center for Public Policy Priorities | |||||||||||
| 7020 East Wind Drive Suite 200 | Austin | TX | 78752 | 742898197 | 501(c)(3) | $50,000 | $0 | n/a | n/a | Project | |
| Center for Public Policy Priorities | |||||||||||
| 7020 East Wind Drive Suite 200 | Austin | TX | 78752 | 742898197 | 501(c)(3) | $54,000 | $0 | n/a | n/a | Project | |
| Center for Public Policy Priorities | |||||||||||
| 7020 East Wind Drive Suite 200 | Austin | TX | 78752 | 742898197 | 501(c)(3) | $75,000 | $0 | n/a | n/a | Project | |
| Center for Public Policy Priorities | |||||||||||
| 7020 East Wind Drive Suite 200 | Austin | TX | 78752 | 742898197 | 501(c)(3) | $93,000 | $0 | n/a | n/a | Project | |
| Center for Public Policy Priorities | |||||||||||
| 7020 East Wind Drive Suite 200 | Austin | TX | 78752 | 742898197 | 501(c)(3) | $40,000 | $0 | n/a | n/a | Project | |
| Center for Public Policy Priorities | |||||||||||
| 7020 East Wind Drive Suite 200 | Austin | TX | 78752 | 742898197 | 501(c)(3) | $60,000 | $0 | n/a | n/a | Project | |
| Center for the New Economy | |||||||||||
| PO Box 9024240 | San Juan | PR | 00902 | 660566096 | 501(c)(3) | $50,000 | $0 | n/a | n/a | Project | |
| Espacios Abiertos | |||||||||||
| c/o Center for the New Economy PO | San Juan | PR | 00902 | 660566096 | 501(c)(3) | $50,000 | $0 | n/a | n/a | Project | Box 9024240 |
| Children's Action Alliance | |||||||||||
| 3030 N 3rd Street Suite 650 | Phoenix | AZ | 85012 | 910982879 | 501(c)(3) | $40,000 | $0 | n/a | n/a | General support | |
| Children's Action Alliance | |||||||||||
| 3030 N 3rd Street Suite 650 | Phoenix | AZ | 85012 | 910982879 | 501(c)(3) | $50,000 | $0 | n/a | n/a | General support | |
| Colorado Fiscal Institute | |||||||||||
| 1905 Sherman Street Suite 225 | Denver | CO | 80203 | 461281109 | 501(c)(3) | $39,000 | $0 | n/a | n/a | Project | |
| Colorado Fiscal Institute | |||||||||||
| 1905 Sherman Street Suite 225 | Denver | CO | 80203 | 461281109 | 501(c)(3) | $50,000 | $0 | n/a | n/a | Project | |
| Colorado Fiscal Institute | |||||||||||
| 1905 Sherman Street Suite 225 | Denver | CO | 80203 | 461281109 | 501(c)(3) | $110,000 | $0 | n/a | n/a | General support | |
| Colorado Fiscal Institute | |||||||||||
| 1905 Sherman Street Suite 225 | Denver | CO | 80203 | 461281109 | 501(c)(3) | $165,000 | $0 | n/a | n/a | General support | |
| Economic Progress Institute | |||||||||||
| 600 Mt Pleasant Avenue - Building 9 | Providence | RI | 02908 | 320295517 | 501(c)(3) | $75,000 | $0 | n/a | n/a | Project | 9 |
| Fiscal Policy Institute | |||||||||||
| One Lear Jet Lane | Latham | NY | 12110 | 141737256 | 501(c)(3) | $7,500 | $0 | n/a | n/a | Project | |
| Fiscal Policy Institute | |||||||||||
| One Lear Jet Lane | Latham | NY | 12110 | 141737256 | 501(c)(3) | $57,000 | $0 | n/a | n/a | Project | |
| Fiscal Policy Institute | |||||||||||
| One Lear Jet Lane | Latham | NY | 12110 | 141737256 | 501(c)(3) | $60,000 | $0 | n/a | n/a | Project | |
| Fiscal Policy Institute | |||||||||||
| One Lear Jet Lane | Latham | NY | 12110 | 141737256 | 501(c)(3) | $210,000 | $0 | n/a | n/a | Project | |
| Florida Policy Institute | |||||||||||
| 1001 North Orange Avenue | Orlando | FL | 32801 | 472759708 | 501(c)(3) | $100,000 | $0 | n/a | n/a | General support | |
| Florida Policy Institute | |||||||||||
| 1001 North Orange Avenue | Orlando | FL | 32801 | 472759708 | 501(c)(3) | $150,000 | $0 | n/a | n/a | General support | |
| Floridians for Tax Fairness | |||||||||||
| 4775 NW 132 Street | Miami | FL | 33054 | 264318379 | 501(c)(4) | $50,000 | $0 | n/a | n/a | General support | |
| Floridians for Tax Fairness | |||||||||||
| 4775 NW 132 Street | Miami | FL | 33054 | 264318379 | 501(c)(4) | $100,000 | $0 | n/a | n/a | General support | |
| Food Bank of Alaska | |||||||||||
| 2121 Spar Ave | Anchorage | AL | 99501 | 920073175 | 501(c)(3) | $55,000 | $0 | n/a | n/a | Project | |
| Georgia Budget and Policy Institute | |||||||||||
| 50 Hurt Plaza SE Suite 720 | Atlanta | GA | 30303 | 550860376 | 501(c)(3) | $40,000 | $0 | n/a | n/a | Project | |
| Georgia Budget and Policy Institute | |||||||||||
| 50 Hurt Plaza SE Suite 720 | Atlanta | GA | 30303 | 550860376 | 501(c)(3) | $50,000 | $0 | n/a | n/a | Project | |
| Georgia Budget and Policy Institute | |||||||||||
| 50 Hurt Plaza SE Suite 720 | Atlanta | GA | 30303 | 550860376 | 501(c)(3) | $93,000 | $0 | n/a | n/a | Project | |
| Hawaii Appleseed Center for Law and Economic Justice | |||||||||||
| 733 Bishop Street Suite 1180 | Honolulu | HI | 96813 | 760748976 | 501(c)(3) | $100,000 | $0 | n/a | n/a | General support | |
| Hunger Task Force of Milwaukee | |||||||||||
| 201 S Hawley Ct | Milwaukee | WI | 53214 | 391345847 | 501(c)(3) | $50,000 | $0 | n/a | n/a | General support | |
| Idaho Center for Fiscal Policy | |||||||||||
| c/o Jannus Inc 1607 W Jefferson | Boise | ID | 83702 | 816035382 | 501(c)(3) | $75,000 | $0 | n/a | n/a | Project | Street |
| Indiana Institute for Working Families | |||||||||||
| c/o Indiana Community Action | Indianapolis | IN | 46202 | 351267319 | 501(c)(3) | $25,000 | $0 | n/a | n/a | Project | Association 1845 W 18th Street |
| Institute on Taxation and Economic Policy | |||||||||||
| 1616 P Street NW Suite 200 | Washington | DC | 20036 | 042688165 | 501(c)(3) | $20,000 | $0 | n/a | n/a | Project | |
| Iowa Policy Project | |||||||||||
| 20 E Market Street | Iowa City | IA | 522451737 | 421512708 | 501(c)(3) | $20,000 | $0 | n/a | n/a | Project | |
| Iowa Policy Project | |||||||||||
| 20 E Market Street | Iowa City | IA | 522451737 | 421512708 | 501(c)(3) | $25,000 | $0 | n/a | n/a | General support | |
| Kansas Center for Economic Growth | |||||||||||
| c/o Kansas Action for Children 720 | Topeka | KS | 66603 | 480879502 | 501(c)(3) | $40,000 | $0 | n/a | n/a | Project | SW Jackson Suite 201 |
| Kentucky Center for Economic Policy | |||||||||||
| c/o Mountain Association for | Berea | KY | 40403 | 310900246 | 501(c)(3) | $40,000 | $0 | n/a | n/a | Project | Community Economic Development 433 |
| Kentucky Center for Economic Policy | |||||||||||
| c/o Mountain Association for | Berea | KY | 40403 | 310900246 | 501(c)(3) | $75,000 | $0 | n/a | n/a | Project | Community Economic Development 433 |
| Kentucky Center for Economic Policy | |||||||||||
| c/o Mountain Association for | Berea | KY | 40403 | 310900246 | 501(c)(3) | $75,000 | $0 | n/a | n/a | Project | Community Economic Development 433 |
| Kids Forward Inc | |||||||||||
| 555 W Washington Ave 200 | Madison | WI | 53703 | 390806301 | 501(c)(3) | $30,000 | $0 | n/a | n/a | General support | |
| Kids Forward Inc | |||||||||||
| 555 W Washington Ave 200 | Madison | WI | 53703 | 390806301 | 501(c)(3) | $35,000 | $0 | n/a | n/a | General support | |
| Wisconsin Budget Project | |||||||||||
| c/o Kids Forward 555 W Washington | Madison | WI | 53703 | 390806301 | 501(c)(3) | $50,000 | $0 | n/a | n/a | Project | Ave 200 |
| Louisiana Budget Project | |||||||||||
| 619 Jefferson Highway Suite 1-D | Baton Rouge | LA | 70806 | 463872778 | 501(c)(3) | $50,000 | $0 | n/a | n/a | General support | |
| Maine Center for Economic Policy | |||||||||||
| One Weston Court Suite 103 | Augusta | ME | 04332 | 223317572 | 501(c)(3) | $75,000 | $0 | n/a | n/a | General support | |
| Maryland Center on Economic Policy | |||||||||||
| 1800 N Charles Street Suite 406 | Baltimore | MD | 21201 | 900999151 | 501(c)(3) | $25,000 | $0 | n/a | n/a | General support | |
| Maryland Center on Economic Policy | |||||||||||
| 1800 N Charles Street Suite 406 | Baltimore | MD | 21201 | 900999151 | 501(c)(3) | $30,000 | $0 | n/a | n/a | Project | |
| Maryland Center on Economic Policy | |||||||||||
| 1800 N Charles Street Suite 406 | Baltimore | MD | 21201 | 900999151 | 501(c)(3) | $75,000 | $0 | n/a | n/a | General support | |
| Massachusetts Budget and Policy Center | |||||||||||
| One State Street Suite 1250 | Boston | MA | 02109 | 042967537 | 501(c)(3) | $25,000 | $0 | n/a | n/a | Project | |
| Massachusetts Budget and Policy Center | |||||||||||
| One State Street Suite 1250 | Boston | MA | 02109 | 042967537 | 501(c)(3) | $25,000 | $0 | n/a | n/a | Project | |
| Massachusetts Budget and Policy Center | |||||||||||
| One State Street Suite 1250 | Boston | MA | 02109 | 042967537 | 501(c)(3) | $25,000 | $0 | n/a | n/a | Project | |
| Massachusetts Budget and Policy Center | |||||||||||
| One State Street Suite 1250 | Boston | MA | 02109 | 042967537 | 501(c)(3) | $93,000 | $0 | n/a | n/a | Project | |
| Massachusetts Budget and Policy Center | |||||||||||
| One State Street Suite 1250 | Boston | MA | 02109 | 042967537 | 501(c)(3) | $100,000 | $0 | n/a | n/a | General support | |
| Massachusetts Budget and Policy Center | |||||||||||
| One State Street Suite 1250 | Boston | MA | 02109 | 042967537 | 501(c)(3) | $100,000 | $0 | n/a | n/a | Project | |
| Michigan League for Public Policy | |||||||||||
| 1223 Turner Street Suite G-1 | Lansing | MI | 48906 | 381360557 | 501(c)(3) | $29,000 | $0 | n/a | n/a | Project | |
| Michigan League for Public Policy | |||||||||||
| 1223 Turner Street Suite G-1 | Lansing | MI | 48906 | 381360557 | 501(c)(3) | $40,000 | $0 | n/a | n/a | General support | |
| Michigan League for Public Policy | |||||||||||
| 1223 Turner Street Suite G-1 | Lansing | MI | 48906 | 381360557 | 501(c)(3) | $50,000 | $0 | n/a | n/a | Project | |
| Michigan League for Public Policy | |||||||||||
| 1223 Turner Street Suite G-1 | Lansing | MI | 48906 | 381360557 | 501(c)(3) | $50,000 | $0 | n/a | n/a | General support | |
| Michigan League for Public Policy | |||||||||||
| 1223 Turner Street Suite G-1 | Lansing | MI | 48906 | 381360557 | 501(c)(3) | $65,000 | $0 | n/a | n/a | General support | |
| Minnesota Budget Project | |||||||||||
| c/o Minnesota Council of Nonprofits | St Paul | MN | 55114 | 363501477 | 501(c)(3) | $50,000 | $0 | n/a | n/a | Project | 2314 University Ave W Suite 20 |
| Minnesota Budget Project | |||||||||||
| c/o Minnesota Council of Nonprofits | St Paul | MN | 55114 | 363501477 | 501(c)(3) | $60,000 | $0 | n/a | n/a | Project | 2314 University Ave W Suite 20 |
| Minnesota Budget Project | |||||||||||
| c/o Minnesota Council of Nonprofits | St Paul | MN | 55114 | 363501477 | 501(c)(3) | $75,000 | $0 | n/a | n/a | Project | 2314 University Ave W Suite 20 |
| Minnesota Council of Nonprofits | |||||||||||
| 2314 University Ave Ste 20 | St Paul | MN | 55114 | 363501477 | 501(c)(3) | $30,000 | $0 | n/a | n/a | General support | |
| Minnesota Council of Nonprofits | |||||||||||
| 2314 University Ave Ste 20 | St Paul | MN | 55114 | 363501477 | 501(c)(3) | $35,000 | $0 | n/a | n/a | General support | |
| Mississippi Center for Justice | |||||||||||
| 5 Old River Place Suite 203 | Jackson | MS | 39215 | 134203234 | 501(c)(3) | $50,000 | $0 | n/a | n/a | Project | |
| Montana Budget and Policy Center | |||||||||||
| 15 West 6th Avenue 3E | Helena | MT | 59601 | 800624179 | 501(c)(3) | $35,000 | $0 | n/a | n/a | Project | |
| Montana Budget and Policy Center | |||||||||||
| 15 West 6th Avenue 3E | Helena | MT | 59601 | 800624179 | 501(c)(3) | $52,000 | $0 | n/a | n/a | Project | |
| Montana Budget and Policy Center | |||||||||||
| 15 West 6th Avenue 3E | Helena | MT | 59601 | 800624179 | 501(c)(3) | $75,000 | $0 | n/a | n/a | Project | |
| Montana Budget and Policy Center | |||||||||||
| 15 West 6th Avenue 3E | Helena | MT | 59601 | 800624179 | 501(c)(3) | $75,000 | $0 | n/a | n/a | Project | |
| Kentucky Center for Economic Policy | |||||||||||
| c/o Mountain Association for | Berea | KY | 40403 | 310900246 | 501(c)(3) | $40,000 | $0 | n/a | n/a | Project | Community Economic Development 433 |
| Kentucky Center for Economic Policy | |||||||||||
| c/o Mountain Association for | Berea | KY | 40403 | 310900246 | 501(c)(3) | $93,000 | $0 | n/a | n/a | Project | Community Economic Development 433 |
| National Immigration Law Center | |||||||||||
| 3435 Wilshire Blvd 2850 | Los Angeles | CA | 90010 | 954539765 | 501(c)(3) | $95,000 | $0 | n/a | n/a | Project | |
| New Hampshire Fiscal Policy Institute | |||||||||||
| 64 N Main Street 3rd Floor | Concord | NH | 03833 | 270841484 | 501(c)(3) | $25,000 | $0 | n/a | n/a | General support | |
| New Jersey Policy Perspective | |||||||||||
| 137 W Hanover Street | Trenton | NJ | 08608 | 223492715 | 501(c)(3) | $25,000 | $0 | n/a | n/a | Project | |
| New Jersey Policy Perspective | |||||||||||
| 137 W Hanover Street | Trenton | NJ | 08608 | 223492715 | 501(c)(3) | $40,000 | $0 | n/a | n/a | Project | |
| New Jersey Policy Perspective | |||||||||||
| 137 W Hanover Street | Trenton | NJ | 08608 | 223492715 | 501(c)(3) | $50,000 | $0 | n/a | n/a | General support | |
| New Jersey Policy Perspective | |||||||||||
| 137 W Hanover Street | Trenton | NJ | 08608 | 223492715 | 501(c)(3) | $50,000 | $0 | n/a | n/a | Project | |
| New Jersey Policy Perspective | |||||||||||
| 137 W Hanover Street | Trenton | NJ | 08608 | 223492715 | 501(c)(3) | $75,000 | $0 | n/a | n/a | Project | |
| New Jersey Policy Perspective | |||||||||||
| 137 W Hanover Street | Trenton | NJ | 08608 | 223492715 | 501(c)(3) | $93,000 | $0 | n/a | n/a | Project | |
| New Mexico Voices for Children | |||||||||||
| 625 Silver Ave SW Suite 195 | Albuquerque | NM | 87102 | 850348301 | 501(c)(3) | $60,000 | $0 | n/a | n/a | Project | |
| New Mexico Voices for Children | |||||||||||
| 625 Silver Ave SW Suite 195 | Albuquerque | NM | 87102 | 850348301 | 501(c)(3) | $60,000 | $0 | n/a | n/a | Project | |
| New Mexico Voices for Children | |||||||||||
| 625 Silver Ave SW Suite 195 | Albuquerque | NM | 87102 | 850348301 | 501(c)(3) | $75,000 | $0 | n/a | n/a | General support | |
| New Mexico Voices for Children | |||||||||||
| 625 Silver Ave SW Suite 195 | Albuquerque | NM | 87102 | 850348301 | 501(c)(3) | $93,000 | $0 | n/a | n/a | Project | |
| New Mexico Voices for Children | |||||||||||
| 625 Silver Ave SW Suite 195 | Albuquerque | NM | 87102 | 850348301 | 501(c)(3) | $100,000 | $0 | n/a | n/a | Project | |
| New Mexico Voices for Children | |||||||||||
| 625 Silver Ave SW Suite 195 | Albuquerque | NM | 87102 | 850348301 | 501(c)(3) | $140,000 | $0 | n/a | n/a | General support | |
| North Carolina Budget and Tax Center | |||||||||||
| c/o North Carolina Justice Center | Raleigh | NC | 27611 | 561348186 | 501(c)(3) | $40,000 | $0 | n/a | n/a | Project | PO Box 28068 224 S Dawson Street |
| North Carolina Budget and Tax Center | |||||||||||
| c/o North Carolina Justice Center | Raleigh | NC | 27611 | 561348186 | 501(c)(3) | $50,000 | $0 | n/a | n/a | Project | PO Box 28068 224 S Dawson Street |
| North Carolina Budget and Tax Center | |||||||||||
| c/o North Carolina Justice Center | Raleigh | NC | 27611 | 561348186 | 501(c)(3) | $54,000 | $0 | n/a | n/a | Project | PO Box 28068 224 S Dawson Street |
| North Carolina Budget and Tax Center | |||||||||||
| c/o North Carolina Justice Center | Raleigh | NC | 27611 | 561348186 | 501(c)(3) | $75,000 | $0 | n/a | n/a | Project | PO Box 28068 224 S Dawson Street |
| North Carolina Budget and Tax Center | |||||||||||
| c/o North Carolina Justice Center | Raleigh | NC | 27611 | 561348186 | 501(c)(3) | $93,000 | $0 | n/a | n/a | Project | PO Box 28068 224 S Dawson Street |
| Oklahoma Policy Institute | |||||||||||
| 907 S Detroit Suite 1005 | Tulsa | OK | 74120 | 331178624 | 501(c)(3) | $75,000 | $0 | n/a | n/a | Project | |
| OpenSky Policy Institute | |||||||||||
| 1201 O Street Suite 010 | Lincoln | NE | 68508 | 453327969 | 501(c)(3) | $75,000 | $0 | n/a | n/a | Project | |
| OpenSky Policy Institute | |||||||||||
| 1201 O Street Suite 010 | Lincoln | NE | 68508 | 453327969 | 501(c)(3) | $100,000 | $0 | n/a | n/a | General support | |
| OpenSky Policy Institute | |||||||||||
| 1201 O Street Suite 010 | Lincoln | NE | 68508 | 453327969 | 501(c)(3) | $100,000 | $0 | n/a | n/a | Project | |
| Oregon Center for Public Policy | |||||||||||
| 6420 SW Macadam Ave Suite 200 | Portland | OR | 97239 | 931186075 | 501(c)(3) | $25,000 | $0 | n/a | n/a | Project | |
| Oregon Center for Public Policy | |||||||||||
| 6420 SW Macadam Ave Suite 200 | Portland | OR | 97239 | 931186075 | 501(c)(3) | $40,000 | $0 | n/a | n/a | General support | |
| Oregon Center for Public Policy | |||||||||||
| 6420 SW Macadam Ave Suite 200 | Portland | OR | 97239 | 931186075 | 501(c)(3) | $50,000 | $0 | n/a | n/a | General support | |
| Oregon Center for Public Policy | |||||||||||
| 6420 SW Macadam Ave Suite 200 | Portland | OR | 97239 | 931186075 | 501(c)(3) | $85,000 | $0 | n/a | n/a | General support | |
| Pennsylvania Budget and Policy Center | |||||||||||
| 412 N Third Street | Harrisburg | PA | 17101 | 251776998 | 501(c)(3) | $46,500 | $0 | n/a | n/a | Project | |
| Keystone Research Center | |||||||||||
| 412 N Third Street | Harrisburg | PA | 17101 | 251776998 | 501(c)(3) | $100,000 | $0 | n/a | n/a | General support | |
| Policy Matters Ohio | |||||||||||
| 3631 Perkins Avenue | Cleveland | OH | 44114 | 341921881 | 501(c)(3) | $65,000 | $0 | n/a | n/a | General support | |
| Policy Matters Ohio | |||||||||||
| 3631 Perkins Avenue | Cleveland | OH | 44114 | 341921881 | 501(c)(3) | $93,000 | $0 | n/a | n/a | Project | |
| Policy Matters Ohio | |||||||||||
| 3631 Perkins Avenue | Cleveland | OH | 44114 | 341921881 | 501(c)(3) | $165,000 | $0 | n/a | n/a | General support | |
| Progress Florida | |||||||||||
| 200 2nd Ave South 808 | St Petersburg | FL | 33701 | 300599086 | 501(c)(4) | $5,000 | $0 | n/a | n/a | Project | |
| Public Assets Institute | |||||||||||
| PO Box 942 | Montpelier | VT | 05601 | 161703662 | 501(c)(3) | $25,000 | $0 | n/a | n/a | General support | |
| RESULTS Educational Fund | |||||||||||
| 1101 15th Street NW Suite 1200 | Washington | DC | 20005 | 953747267 | 501(c)(3) | $75,000 | $0 | n/a | n/a | Project | |
| Sargent Shriver National Center on Poverty Law | |||||||||||
| 67 E Madison St Suite 2000 | Chicago | IL | 60602 | 363151279 | 501(c)(3) | $40,000 | $0 | n/a | n/a | Project | |
| Tennessee Justice Center | |||||||||||
| 211 7th Avenue North Suite 100 | Nashville | TN | 37219 | 621630417 | 501(c)(3) | $20,000 | $0 | n/a | n/a | Project | |
| The Arc of the United States | |||||||||||
| 1825 K Street NW Ste 1200 | Washington | DC | 20006 | 135642032 | 501(c)(3) | $40,000 | $0 | n/a | n/a | Project | |
| The Commonwealth Institute for Fiscal Analysis | |||||||||||
| 1329 E Cary Street Suite 202 | Richmond | VA | 23219 | 271598303 | 501(c)(3) | $50,000 | $0 | n/a | n/a | Project | |
| The Commonwealth Institute for Fiscal Analysis | |||||||||||
| 1329 E Cary Street Suite 202 | Richmond | VA | 23219 | 271598303 | 501(c)(3) | $50,000 | $0 | n/a | n/a | Project | |
| The Commonwealth Institute for Fiscal Analysis | |||||||||||
| 1329 E Cary Street Suite 202 | Richmond | VA | 23219 | 271598303 | 501(c)(3) | $75,000 | $0 | n/a | n/a | Project | |
| The Commonwealth Institute for Fiscal Analysis | |||||||||||
| 1329 E Cary Street Suite 202 | Richmond | VA | 23219 | 271598303 | 501(c)(3) | $200,000 | $0 | n/a | n/a | General support | |
| The Urban Institute | |||||||||||
| 2100 M St NW | Washington | DC | 20037 | 520880375 | 501(c)(3) | $54,475 | $0 | n/a | n/a | Project | |
| Washington State Budget & Policy Center | |||||||||||
| 1402 Third Avenue Suite 1215 | Seattle | WA | 98101 | 721612982 | 501(c)(3) | $57,000 | $0 | n/a | n/a | Project | |
| Washington State Budget & Policy Center | |||||||||||
| 1402 Third Avenue Suite 1215 | Seattle | WA | 98101 | 721612982 | 501(c)(3) | $60,000 | $0 | n/a | n/a | Project | |
| Washington State Budget & Policy Center | |||||||||||
| 1402 Third Avenue Suite 1215 | Seattle | WA | 98101 | 721612982 | 501(c)(3) | $75,000 | $0 | n/a | n/a | Project | |
| Washington State Budget & Policy Center | |||||||||||
| 1402 Third Avenue Suite 1215 | Seattle | WA | 98101 | 721612982 | 501(c)(3) | $93,000 | $0 | n/a | n/a | Project | |
| West Virginia Center on Budget and Policy | |||||||||||
| 8 Capitol Street 4th Floor | Charleston | WV | 25301 | 562652132 | 501(c)(3) | $75,000 | $0 | n/a | n/a | Project | |
| Wisconsin Budget Project | |||||||||||
| c/o Kids Forward 555 West Washingto | Madison | WI | 53703 | 390806301 | 501(c)(3) | $75,000 | $0 | n/a | n/a | Project | Avenue - Suite 200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 52 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Each recipient of grant funds is required to provide annual narratives and financial reports. The Organization receiving the grant funds is also required to provide copies of its annual form 990. In addition, CBPP staff have regular communications with recipients to monitor progress. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Robert Greenstein | ||||||||||||||
| President | $212,036 | $0 | $500 | $0 | $2,472 | $0 | $15,353 | $0 | $30,015 | $0 | $260,376 | $0 | $0 | $0 |
| Debra Schwartz | ||||||||||||||
| Chief Financial Officer | $187,252 | $0 | $350 | $0 | $792 | $0 | $13,442 | $0 | $14,239 | $0 | $216,075 | $0 | $0 | $0 |
| Teresa LaMaster | ||||||||||||||
| General Counsel/EVP - Operations | $206,613 | $0 | $350 | $0 | $516 | $0 | $12,582 | $0 | $25,345 | $0 | $245,406 | $0 | $0 | $0 |
| Susan Steinmetz | ||||||||||||||
| Senior VP - Program Mgmt/Devel | $201,410 | $0 | $350 | $0 | $792 | $0 | $14,444 | $0 | $6,263 | $0 | $223,259 | $0 | $0 | $0 |
| Nicholas Johnson | ||||||||||||||
| VP - State Fiscal Policy | $196,821 | $0 | $350 | $0 | $276 | $0 | $14,457 | $0 | $33,900 | $0 | $245,804 | $0 | $0 | $0 |
| Ellen Nissenbaum | ||||||||||||||
| Senior VP - Government Affairs | $203,590 | $0 | $350 | $0 | $516 | $0 | $14,538 | $0 | $13,447 | $0 | $232,441 | $0 | $0 | $0 |
| Joel Friedman | ||||||||||||||
| VP - Federal Fiscal Policy | $198,560 | $0 | $350 | $0 | $792 | $0 | $14,242 | $0 | $6,383 | $0 | $220,327 | $0 | $0 | $0 |
| Charles Marr | ||||||||||||||
| Director | $190,417 | $0 | $350 | $0 | $516 | $0 | $13,575 | $0 | $34,972 | $0 | $239,830 | $0 | $0 | $0 |
| LaDonna Pavetti | ||||||||||||||
| VP - Welfare Reform | $186,241 | $0 | $350 | $0 | $792 | $0 | $11,894 | $0 | $24,785 | $0 | $224,062 | $0 | $0 | $0 |
| Judith Solomon | ||||||||||||||
| VP - Health Policy | $186,447 | $0 | $350 | $0 | $1,524 | $0 | $13,502 | $0 | $28,176 | $0 | $229,999 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $147,338 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | A draft of the form 990 is submitted to the governing body before the Organization's President signs it and submits it to the IRS. |
| Form 990, Part VI, Section B, line 12c | Conflict of interest forms are required to be completed annually by all staff and Board members. The HR manager and administrative board liason monitor to ensure these forms are completed and follow up with staff and board, respectively, if forms are missing. |
| Form 990, Part VI, Section B, line 15 | The Board reviews and approves compensation of the President based on comparative data; decisions are documented. The President approves compensation levels of key employees, based on comparative data. Decisions are documented and the Board Chair reviews these compensation levels. |
| 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 request. |
| Form 990, Part XII, Line 2c: | No change from prior year. |