2024-04-11T16:42:52-05:00 2023-05-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2022-06-01 273147985 NEWDEAL NEWD 2026601340 700 K STREET NW WASHINGTON DC 20001 DEBRA COX BULTAN CEO & SECRETARY 2026601340 2024-04-11 1 DEBRA COX BULTAN 999009999 0 RICHARD J LOCASTRO CPA P00288314 3019519090 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z HELEN MILBY 700 K STREET NW WASHINGTON DC 20001 1131090 0 X WWW.NEWDEALLEADERS.ORG X 2010 DC SEE PART III, LINE 1. 5 5 15 0 0 0 1205560 1128740 0 2350 41 0 0 0 1205601 1131090 0 0 0 0 516153 592247 49250 0 113722 390527 652628 955930 1244875 249671 -113785 791008 695260 32767 50804 758241 644456 THE NEWDEAL HAS WORKED TO ADVANCE THE PUBLIC INTEREST BY PROVIDING OPPORTUNITIES FOR STATE AND LOCAL ELECTED OFFICIALS TO SHARE PRO-GROWTH PROGRESSIVE IDEAS PUBLICLY, WITH EACH OTHER, AND WITH POLICY AND OTHER EXPERTS. 0 0 809162 2350 THE NEWDEAL HAS WORKED TO ADVANCE THE PUBLIC INTEREST BY PROVIDING OPPORTUNITIES FOR STATE AND LOCAL ELECTED OFFICIALS TO SHARE PRO-GROWTH PROGRESSIVE IDEAS PUBLICLY, WITH EACH OTHER, AND WITH POLICY AND OTHER EXPERTS. 809162 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 9 0 1 15 1 0 0 0 0 1 1 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 X DEBRA COX BULTAN 2026601340 700 K STREET NW WASHINGTON DC 20001 HELEN MILBY CHAIR 5.00 1.00 X X 0 0 0 ANDREW PLATT TREASURER 1.00 X X 0 0 0 ANNE SLAUGHTER ANDREW DIRECTOR 2.00 1.00 X 0 0 0 JOHN FERNANDEZ DIRECTOR 1.00 0.00 X 0 0 0 ABIGAIL SELDIN DIRECTOR 1.00 1.00 X 0 0 0 GREG NELSON DIRECTOR 1.00 X 0 0 0 NEFTALI GARCIA DIRECTOR 1.00 X 0 0 0 TED KOUTSOUBAS DIRECTOR 2.00 1.00 X 0 0 0 KEVIN MONROE DIRECTOR 1.00 X 0 0 0 ARSHI SIDDIQUI DIRECTOR 1.00 X 0 0 0 DEBRA COX BULTAN CEO & SECRETARY 33.00 7.00 X 196012 0 0 JONATHON DWORKIN VP, POLICY & COMMUNICATION 28.00 12.00 X 140178 0 0 336190 0 0 2 0 1 0 0 1128740 1128740 CONFERENCE REVENUE 900099 2350 2350 2350 1131090 2350 0 0 X 169452 84726 42363 42363 379064 188380 149043 41641 9712 5878 2579 1255 34019 16381 12757 4881 2031 2031 10105 10105 239329 205560 15769 18000 57684 40200 17406 78 15854 8061 7793 43571 43571 107314 98197 4047 5070 160710 157114 3336 260 6130 6130 MISCELLANEOUS 5439 4665 600 174 PAYROLL FEES 2752 2752 401K ADMIN FEES 1709 1709 1244875 809162 321991 113722 721569 421643 151150 5942 27783 63497 94684 791008 695260 32767 50804 32767 50804 X 758241 644456 758241 644456 791008 695260 -113785 0 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE FROM NEWDEAL FORUM 86640 SECURITY DEPOSIT 7425 401K EMPLOYEE DEDUCTIONS 619 94684 X X X 1 JWB CONSULTING 601 E 20TH STREET 10F NEW YORK NY 10010 FUNDRAISING CONSULTING 0 0 18000 -18000 18000 -18000 X 0 0 0 0 0 0 0 1 0 DEBRA COX BULTAN CEO & SECRETARY 194792 0 1220 0 0 0 0 0 0 0 196012 0 0 0 PART I, LINE 7 THE FOLLOWING EMPLOYEES RECEIVED BONUS PAYMENTS: - DEBRA COX BULTAN $ 1,220 - JONATHON DWORKIN $ 1,220 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY THE ORGANIZATION'S TREASURER AND CEO/SECRETARY FOR ACCURACY. ALL DIRECTORS WERE PROVIDED A COPY OF THE FORM 990 PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C NEWDEAL HAS A CONFLICT OF INTEREST POLICY AS PART OF ITS BYLAWS. EVERY DIRECTOR RECEIVES A COPY OF THE BYLAWS UPON APPOINTMENT TO THE BOARD, AND THE BOARD OF DIRECTORS REVIEWS THE BYLAWS ANNUALLY. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE 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 THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE LEAVES THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS DECIDE IF A CONFLICT OF INTEREST EXISTS. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE DETERMINES WHETHER THE CORPORATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE DETERMINES BY A 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. IN CONFORMITY WITH THE ABOVE DETERMINATION, IT MAKES ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. THE MINUTES OF THE GOVERNING BOARD AND ALL COMMITTEES WITH BOARD DELEGATED POWERS CONTAIN THE RECORDS OF PROCEEDINGS. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S COMPENSATION IS REVIEWED BY THE BOARD OF DIRECTORS. DOCUMENTATION OF THE DELIBERATION AND DECISION IS RECORDED. THE LAST COMPENSATION REVIEW PROCESS TOOK PLACE IN OCT 2022. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL PROVIDE ALL DOCUMENTS REQUIRED TO BE MADE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OUTSIDE CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 205,560. MANAGEMENT AND GENERAL EXPENSES 15,769. FUNDRAISING EXPENSES 18,000. TOTAL EXPENSES 239,329. FORM 990, GENERAL EXPLANATION: NEWDEAL AND THE NEWDEAL FORUM, A RELATED 501(C)(3) ORGANIZATION, HAVE A COST SHARING ARRANGEMENT WHERE THE FORUM REIMBURSES NEWDEAL FOR ITS ALLOCABLE PORTION OF SHARED EXPENSES, INCLUDING OFFICER COMPENSATION. DURING THE YEAR ENDED MAY 31, 2023, THE FORUM REIMBURSED NEWDEAL $48,193 FOR CEO TIME SPENT ON THE 501(C)(3). THE NEWDEAL FORUM 700 K STREET NW WASHINGTON DC 20001 824346598 PROMOTES IDEAS TO EXPAND OPPORTUNITIES DC 501(C)(3) LINE 7 NEWDEAL 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 THE NEWDEAL FORUM O 182588 SHARED STAFF TIME ALLOCATION THE NEWDEAL FORUM Q 135360 SHARED EXPENSE ALLOCATION THE NEWDEAL FORUM N 12985 SHARED RENTAL SPACE ALLOCATION