2025-10-23T12:52:58-05:00 2024-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2024-01-01 821780610 LEADERSHIP NOW PROJECT LEAD 2026596570 1401 K STREET NW 900 WASHINGTON DC 20005 DANIELLA BALLOU-AARES CEO 2026596570 2025-10-23 1 1 RICHARD J LOCASTRO CPA P00288314 3019519090 2024 2025-03-06 01:10:19Z DANIELLA BALLOU-AARES 1401 K STREET NW 900 WASHINGTON DC 20005 4555748 0 X WWW.LEADERSHIPNOWPROJECT.ORG X 2017 DC SEE PART III, LINE 1. 3 2 19 50 0 0 2038450 2561140 1645230 1990530 59 0 0 4078 3683739 4555748 3500 190700 0 0 2155893 2397518 0 0 30096 1737878 2121185 3897271 4709403 -213532 -153655 735381 657211 479750 555234 255631 101977 X THE LEADERSHIP NOW PROJECT IS A MEMBERSHIP ORGANIZATION OF BUSINESS AND THOUGHT LEADERS COMMITTED TO PROTECTING AND RENEWING AMERICAN DEMOCRACY. WE MOBILIZE OUR MEMBERS' EXPERTISE, NETWORKS, AND RESOURCES TO ADVANCE HIGH-IMPACT SOLUTIONS THAT (CONTINUED ON SCHEDULE O) STRENGTHEN DEMOCRATIC INSTITUTIONS. 0 0 2034953 1556982 ENABLING LEADERSHIP NOW MEMBERS TO ENGAGE IN DEMOCRACY-SUPPORTING ACTIVITIES:LEADERSHIP NOW PROJECT EMPOWERS ITS MEMBERS TO STRATEGICALLY USE THEIR EXPERTISE, INFLUENCE, AND INVESTMENT TO PROTECT AND RENEW DEMOCRACY AT THE STATE AND FEDERAL LEVELS. THROUGH DATA-DRIVEN ANALYSIS AND COLLABORATION WITH ACADEMIC AND POLITICAL EXPERTS, WE IDENTIFY AREAS WHERE OUR MEMBERS CAN HAVE A MEANINGFUL IMPACT IN STRENGTHENING DEMOCRATIC INSTITUTIONS.LEADERSHIP NOW OFFERS RECOMMENDATIONS ON INITIATIVES THAT PROMOTE CIVIC ENGAGEMENT AND DEMOCRATIC PARTICIPATION, AND ADVOCATE FOR REFORMS THAT UPHOLD DEMOCRATIC PRINCIPLES ENSURING OUR MEMBERS CONTRIBUTE TO A STRONGER, MORE RESILIENT DEMOCRACY AND ECONOMY. IN 2024, LEADERSHIP NOW HELPED SAFEGUARD ELECTIONS IN KEY STATES SUCH AS WISCONSIN AND ARIZONA AND MOBILIZED BUSINESS AND CIVIC LEADERS TO PUBLICLY URGE PRESIDENT BIDEN TO "PASS THE TORCH" AT A PIVOTAL MOMENT FOR NATIONAL LEADERSHIP. OUR WORK WAS FEATURED IN OVER 200 MEDIA OUTLETS, REFLECTING OUR GROWING INFLUENCE IN THE NATIONAL DEMOCRACY AND BUSINESS CONVERSATION. EACH YEAR, WE CONVENE CIVIC AND BUSINESS LEADERS COMMITTED TO DEMOCRATIC RENEWAL; IN 2024, OUR 7TH ANNUAL MEMBER MEETING BROUGHT TOGETHER MEMBERS AND INVITED GUESTS WITH SPEAKERS INCLUDING MELINDA FRENCH GATES, GOVERNOR GRETCHEN WHITMER, AND FORMER REPRESENTATIVE ADAM KINZINGER. OUR MEMBERS ARE LEADING EXECUTIVES, ENTREPRENEURS, AND INVESTORS ACROSS MORE THAN 25 STATES. 1765536 5000 342838 INFORMING THE BUSINESS COMMUNITY ON U.S. POLITICAL RISKS AND THREATS TO DEMOCRACY THROUGH EXPERT ANALYSIS AND ACADEMIC PARTNERSHIP:LEADERSHIP NOW PROJECT HAS LEVERAGED OUR PLATFORM TO ENGAGE AND EDUCATE BUSINESS LEADERS ON KEY POLICY ISSUES THAT STRENGTHEN DEMOCRACY, SUCH AS BUILDING TRUST IN DEMOCRATIC INSTITUTIONS, PROTECTING ELECTIONS, SUPPORTING OBJECTIVE REDISTRICTING, RANKED-CHOICE VOTING, AND STRENGTHENING TALENT PIPELINES IN PUBLIC SERVICE. THROUGH HIGH-QUALITY ANALYSIS, PARTNERSHIPS WITH ACADEMIC AND PROFESSIONAL NETWORKS, EVENTS, EARNED MEDIA, AND BUSINESS COALITIONS, WE CONNECTED WITH INFLUENTIAL AUDIENCES TO DRIVE IMPACT.LEADERSHIP NOW CONTINUES TO MOBILIZE THE BUSINESS COMMUNITY AROUND DEMOCRACY-RELATED ISSUES, EARNING CREDIBILITY AS ONE OF THE EARLIEST VOICES LINKING THE HEALTH OF OUR DEMOCRACY TO THE STRENGTH OF THE BUSINESS ENVIRONMENT. OUR EFFORTS HAVE POSITIONED US AS A TRUSTED LEADER IN ADVOCATING FOR THE IMPORTANCE OF DEMOCRACY AND THE RULE OF LAW TO CREATE A STABLE, FAIR, AND PREDICTABLE ENVIRONMENT FOR BUSINESSES TO THRIVE AND INNOVATE. 559244 185700 0 CANDIDATES TO WATCH:LEADERSHIP NOW PROJECT MEMBERS CONTINUED THEIR EFFORTS TO IDENTIFY AND HIGHLIGHT HIGHLY QUALIFIED CANDIDATES COMMITTED TO UPHOLDING DEMOCRATIC PRINCIPLES. THROUGH A RIGOROUS AND COLLABORATIVE PROCESS, MEMBERS REVIEWED AND ANALYZED CANDIDATE RECOMMENDATIONS, USING A SCORING SYSTEM TO ASSESS QUALIFICATIONS, EXPERIENCE, AND ALIGNMENT WITH OUR MISSION TO STRENGTHEN DEMOCRACY.CANDIDATES COME FROM A DIVERSE RANGE OF PROFESSIONAL BACKGROUNDS, INCLUDING SCIENCE, BUSINESS, NATIONAL SECURITY, AND THE MILITARY. LEADERSHIP NOW PRIORITIZED CANDIDATES WITH EXPERTISE OUTSIDE OF TRADITIONAL POLITICS, BELIEVING THEIR EXPERIENCES WOULD OFFER FRESH PERSPECTIVES TO GOVERNANCE. THE PROCESS INCLUDED INTERVIEWS WITH SELECTED CANDIDATES TO ASSESS THEIR COMMITMENT TO DEMOCRATIC VALUES AND LEADERSHIP POTENTIAL.OUR "2024 CANDIDATES TO WATCH" LIST INCLUDED A MIX OF INCUMBENTS AND CHALLENGERS WHO DEMONSTRATED A DEDICATION TO SAFEGUARDING AND RENEWING AMERICAN DEMOCRACY. THESE PRIORITY CANDIDATES WON IN SOME OF THE CLOSEST RACES IN THE COUNTRY, WITH SOME RUNNING FOR HIGHER OFFICE. 96785 90711 OTHER PROGRAMS 96785 90711 4456518 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 30 0 1 19 1 0 0 0 0 1 1 0 0 0 X 3 2 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 0 1 1 0 X DANIELLA BALLOU-AARES 2026596570 1401 K STREET NW 900 WASHINGTON DC 20005 DANIELLA BALLOU-AARES CEO 40.00 X X 297076 0 15056 KATHERINE COUSINS SECRETARY 0.50 X X 0 0 0 JEFF WALKER TREASURER 0.50 X X 0 0 0 CHAVA KALLBERG CGO (UNTIL 9/13/2024) 40.00 X 228506 0 13746 LELA BRODSKY CHIEF OF STAFF 40.00 X 198163 0 16346 DANIEL SELZ DIRECTOR OF INNOVATION 40.00 X 187902 0 10689 LAUREN CAPLAN MANAGING DIRECTOR (UNTIL 10/18/2024) 40.00 X 160618 0 21540 LEORA FALKIN DIRECTOR OF MEMBERSHIP GROWTH & OPS 40.00 X 144297 0 13351 GRETTA DETERMANN IMPACT MANAGER 40.00 X 115577 0 10924 MARIE ADRIAN DIRECTOR OF OPERATIONS 40.00 X 165175 0 28206 1497314 0 129858 8 0 1 0 CIVITAS PUBLIC AFFAIRS GROUP 409 7TH STREET NW SUITE 350 WASHINGTON DC 20004 POLICY ADVISORS 360000 SUSAN MCPHERSONMCPHERSON STRATEGIES LLC 199 STATE STREET PHA BROOKLYN NY 11201 PR AND COMMUNICATIONS 150548 YOUR PART-TIME CONTROLLER 1500 WALNUT ST STE 1200 PHILADELPHIA PA 19102 ACCOUNTING SERVICES 125024 MARIRIN MACALUSO 17 STONEPINE CT HILLSBOROUGH CA 94010 MEMBERSHIP ADVISORS 121440 G STRATEGIES 311 E ERIE STREET UNIT 319 MILWAUKEE WI 53202 MEMBERSHIP ADVISORS 120000 7 2561140 2561140 MEMBERSHIP DUES 900099 1980530 1980530 OTHER PROGRAM REVENUE 900099 10000 10000 1990530 OTHER REVENUE 900099 4078 4078 4078 4555748 1990530 0 4078 X 190700 190700 768893 573656 180567 14670 1343074 1007149 330860 5065 45428 33710 11627 91 93217 71170 21163 884 146906 115798 29688 1420 33487 33487 135172 135172 1290828 1233166 57662 217695 217380 315 10809 7737 3072 47478 11014 36464 63795 63795 80328 70469 9844 15 138214 134315 3870 29 2762 2762 INDIRECT COST ALLOCATIO 0 702194 -709651 7457 FISCAL SPONSOR FEES 45896 45896 SVC. CHARGES/PROC. FEES 26283 25357 926 DUES & SUBSCRIPTIONS 19149 9329 9422 398 9289 7478 1744 67 4709403 4456518 222789 30096 422390 559914 303419 79187 9572 14754 0 3356 735381 657211 288673 362597 191077 192637 479750 555234 X -279075 -309597 534706 411574 255631 101977 735381 657211 -153655 0 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 582057 0 398857 183200 582057 0 PROJECT DEMOCRACY 1401 K STREET NW SUITE 900 WASHINGTON DC 20005 881008330 183200 1 0 0 PART I-A, LINE 1: LEADERSHIP NOW MEMBERS WORKED TOGETHER TO BUILD A CANDIDATES TO WATCH LIST. FOLLOWING A RIGOROUS PROCESS INVOLVING THE COLLECTION, SCORING, AND ANALYSIS OF CANDIDATE RECOMMENDATIONS, LEADERSHIP NOW MEMBERS INTERVIEWED CANDIDATES FOR THE U.S. HOUSE AND SENATE BEFORE SETTLING ON A FINAL SLATE. IN SELECTING OUR CANDIDATES, WE PRIORITIZED TALENT AND DIVERSITY. OUR CANDIDATES BRING STRONG ACADEMIC CREDENTIALS AND DEEP PROFESSIONAL EXPERIENCE FROM OUTSIDE OF POLITICS. THEY ARE SCIENTISTS, BUSINESS EXECUTIVES, MEDICAL DOCTORS, ENGINEERS, MILITARY LEADERS, AND NATIONAL SECURITY EXPERTS. REPRESENTING COMMUNITIES ACROSS THE COUNTRY, BOTH URBAN AND RURAL, OUR CANDIDATES ARE FORTY PERCENT RACIALLY OR ETHNICALLY DIVERSE AND MORE THAN HALF ARE WOMEN. 1 PROJECT DEMOCRACY 1401 K ST NW SUITE 900 WASHINGTON DC 20005 881008330 527 183200 0 WI CASE AGAINST AUTHORITARIANISM MEDIA CAMPAIGN & MEDIA SUPPORT AND ANALYSIS FOR NY-04 CAMPAIGN 1 1 PART I, LINE 2: LNP MAINTAINS WRITTEN GRANT AGREEMENTS WITH ALL RECIPIENTS OUTLINING THE PERMITTED USES OF FUNDS. FOR RELATED ENTITIES, SUCH AS AFFILIATED PACS, THE ORGANIZATION REQUIRES PERIODIC FINANCIAL AND ACTIVITY REPORTS TO CONFIRM COMPLIANCE WITH THE STATED PURPOSE OF THE GRANT. THE ORGANIZATION REVIEWS THESE REPORTS AND SUPPORTING DOCUMENTATION TO ENSURE FUNDS ARE USED SOLELY FOR THE INTENDED EXEMPT PURPOSES AND IN ACCORDANCE WITH APPLICABLE LAWS. IN ADDITION, THE ORGANIZATION'S BOARD OR DESIGNATED COMMITTEE MONITORS THE RELATIONSHIP AND RETAINS THE RIGHT TO REQUEST ADDITIONAL INFORMATION OR CONDUCT FURTHER REVIEW IF NECESSARY. X X 0 0 0 0 0 0 0 1 0 DANIELLA BALLOU-AARES CEO 297076 0 0 0 0 0 12006 0 3050 0 312132 0 0 0 CHAVA KALLBERG CGO (UNTIL 9/13/2024) 208506 0 20000 0 0 0 7256 0 6490 0 242252 0 0 0 LELA BRODSKY CHIEF OF STAFF 186163 0 12000 0 0 0 8075 0 8271 0 214509 0 0 0 DANIEL SELZ DIRECTOR OF INNOVATION 181902 0 6000 0 0 0 7639 0 3050 0 198591 0 0 0 MARIE ADRIAN DIRECTOR OF OPERATIONS 159175 0 6000 0 0 0 7619 0 20587 0 193381 0 0 0 LAUREN CAPLAN MANAGING DIRECTOR (UNTIL 10/18/2024) 154618 0 6000 0 0 0 5442 0 16098 0 182158 0 0 0 LEORA FALKIN DIRECTOR OF MEMBERSHIP GROWTH & OPS 143297 0 1000 0 0 0 5902 0 7449 0 157648 0 0 0 PART I, LINE 7 THE FOLLOWING EMPLOYEES RECEIVED A BONUS DURING THE YEAR: CHAVA KALLBERG $20,000 LELA BRODSKY $12,000 DANIEL SELZ $6,000 LAUREN CAPLAN $6,000 LEORA FALKIN $1,000 GRETTA DETERMANN $2,500 MARIE ADRIAN $6,000 FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION HAS THE FOLLOWING CLASSES OF MEMBERSHIP: GENERAL MEMBERS, SUSTAINING MEMBERS, INVESTOR MEMBERS, YOUNG PROFESSIONAL MEMBERS, AND ACADEMIC MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B LEADERSHIP MEMBERS HAVE THE RIGHT TO VOTE ON ANY TYPE OF FUNDAMENTAL TRANSACTION OF THE CORPORATION, INCLUDING AN AMENDMENT OF THE ARTICLES OF INCORPORATION OR THESE BYLAWS, A MERGER, A MEMBERSHIP EXCHANGE, A SALE OF ALL OR SUBSTANTIALLY ALL OF THE ORGANIZATION'S ASSETS, DOMESTICATION, CONVERSION, OR DISSOLUTION OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 8B LEADERSHIP NOW DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY SENIOR STAFF WITH THE ASSISTANCE OF OUTSIDE ACCOUNTANTS AND IS REVIEWED BY THE CEO. A COPY OF THE 990 WAS SHARED WITH THE BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST POLICY IS IN PLACE AND MONITORED ANNUALLY. EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS HAS A DUTY TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON DISCLOSES THE EXISTENCE OF THE FINANCIAL INTEREST AND IS GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF ANY CONFLICT OF INTEREST AND ANY DISCUSSION WITH THE INTEREST PERSON, HE/SHE LEAVES THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE REMAINING BOARD OR COMMITTEE MEMBERS DECIDE IF A CONFLICT OF INTEREST EXISTS. THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE MAY APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE DETERMINES WHETHER THE CORPORATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE, THE GOVERNING BOARD OR COMMITTEE DETERMINES BY MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE CORPORATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A DIRECTOR, PRINCIPAL OFFICER OR MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT INFORMS SUCH PERSON OF THE BASIS FOR SUCH BELIEF AND AFFORD THE PERSON AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE RESPONSE AND FURTHER INVESTIGATION, THE GOVERNING BOARD OR COMMITTEE DETERMINES SUCH PERSON HAS FAILED TO DISCLOSE A CONFLICT OF INTEREST, IT TAKES APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION FOR THE ORGANIZATION'S CEO AND COO INCLUDE A REVIEW AND APPROVAL BY THE BOARD AND ADVISORY BOARD. BENCHMARKING INFORMATION AND COMPENSATION FROM SIMILAR ORGANIZATIONS ARE USED IN THE REVIEWS. THE LAST COMPENSATION REVIEW TOOK PLACE IN SUMMER 2021. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONS'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G SUBCONTRACTORS: PROGRAM SERVICE EXPENSES 600,765. MANAGEMENT AND GENERAL EXPENSES 27,662. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 628,427. CONSULTANTS: PROGRAM SERVICE EXPENSES 632,401. MANAGEMENT AND GENERAL EXPENSES 30,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 662,401.