2024-07-10T15:12:22-05:00 2023-12-31 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 245 PARK AVENUE 12TH FLOOR NEW YORK NY 10167 990 2023-01-01 521069070 JOINT CENTER FOR POLITICAL AND ECONOMIC STUDIES INC JOIN 2027893500 633 PENNSYLVANIA AVENUE NW WASHINGTON DC 20004 KENNETH JONES TREASURER 2027893500 2024-07-10 1 KENNETH JONES XXX-XX-XXXX 1 EVA MRUK P00543254 2122862600 2024-07-08 X 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z DEDRICK ASANTE-MUHAMMAD 633 PENNSYLVANIA AVENUE NW WASHINGTON DC 20004 3905098 0 X WWW.JOINTCENTER.ORG X 1974 DC THE JOINT CENTER FOR POLITICAL AND ECONOMIC STUDIES, AMERICA'S BLACK THINK TANK, PROVIDES COMPELLING AND ACTIONABLE POLICY SOLUTIONS TO ERADICATE PERSISTENT AND EVOLVING BARRIERS TO THE FULL FREEDOM OF BLACK PEOPLE IN AMERICA. WE ARE THE TRUSTED FORUM FOR LEADING EXPERTS AND SCHOLARS TO PARTICIPATE IN MAJOR PUBLIC POLICY DEBATES AND PROMOTE IDEAS THAT ADVANCE BLACK COMMUNITIES. WE USE EVIDENCE-BASED RESEARCH, ANALYSIS, CONVENINGS, AND STRATEGIC COMMUNICATIONS TO SUPPORT BLACK COMMUNITIES AND A NETWORK OF ALLIES. 15 14 21 16 0 0 4081881 3850734 100636 0 3652 45393 0 8971 4186169 3905098 0 0 0 0 2087844 2472614 0 0 445058 1970438 1535200 4058282 4007814 127887 -102716 11916860 11662779 634816 483451 11282044 11179328 X THE JOINT CENTER FOR POLITICAL AND ECONOMIC STUDIES, AMERICA'S BLACK THINK TANK, PROVIDES COMPELLING AND ACTIONABLE POLICY SOLUTIONS TO ERADICATE PERSISTENT AND EVOLVING BARRIERS TO THE FULL FREEDOM OF BLACK PEOPLE IN AMERICA. (SEE SCHEDULE O)WE ARE THE TRUSTED FORUM FOR LEADING EXPERTS AND SCHOLARS TO PARTICIPATE IN MAJOR PUBLIC POLICY DEBATES AND PROMOTE IDEAS THAT ADVANCE BLACK COMMUNITIES. WE USE EVIDENCE-BASED RESEARCH, ANALYSIS, CONVENINGS, AND STRATEGIC COMMUNICATIONS TO SUPPORT BLACK COMMUNITIES AND A NETWORK OF ALLIES. 0 0 1799187 0 0 ECONOMIC STUDIES: THE JOINT CENTER'S ECONOMIC STUDIES PROGRAM CONDUCTS SURVEY RESEARCH, PRODUCES POLICY RESEARCH AND ANALYSIS, WRITES AND PUBLISHES REPORTS AND FACT SHEETS, ORGANIZES EVENTS, AND DISSEMINATES INFORMATION ON BLACK COMMUNITIES AND THE FUTURE OF WORK, ENTREPRENEURSHIP, TECHNOLOGY, AND PROGRAMS THAT PROVIDE PATHWAYS TO ECONOMIC OPPORTUNITY AND SECURITY. THE ECONOMIC STUDIES PROGRAM ALSO EXPLORES AND INCUBATES NEW RESEARCH ISSUE AREAS. 754247 0 0 POLITICAL STUDIES: THE JOINT CENTER'S POLITICAL STUDIES PROGRAM COLLECTS AND ANALYZES DATA, CONDUCTS SURVEY RESEARCH, PRODUCES POLICY RESEARCH AND ANALYSIS, WRITES AND PUBLISHES REPORTS AND FACT SHEETS, ORGANIZES EVENTS, AND DISSEMINATES INFORMATION ON CONGRESSIONAL STAFF DIVERSITY, AND OTHER ISSUES RELATED TO THE CIVIC ENGAGEMENT AND PARTICIPATION OF BLACK COMMUNITIES. 2553434 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 46 0 21 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AK AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NC ND OR PA RI SC TN UT VA WV X X QUINCI MOODY 2027893500 633 PENNSYLVANIA AVENUE NW WASHINGTON DC 20004 JESSICA FULTON INTERIM PRES. & VICE PRES., POLICY 40.00 X X 246761 0 21587 SPENCER OVERTON PRESIDENT, THRU JUNE 2023 40.00 X X 244423 0 8918 PAUL THORNELL CHAIR 6.00 X X 0 0 0 KENNETH JONES TREASURER 4.00 X X 0 0 0 PAULA BOYD SECRETARY 4.00 X X 0 0 0 JEAN-PHILLIPE AUSTIN GOVERNOR 2.00 X 0 0 0 LESLIE BOISSIERE GOVERNOR 2.00 X 0 0 0 LATOSHA BROWN GOVERNOR 2.00 X 0 0 0 MICHAEL COLLINS GOVERNOR 2.00 X 0 0 0 BRIAN DIXON GOVERNOR 2.00 X 0 0 0 JASON GRUMET GOVERNOR 2.00 X 0 0 0 CHANELLE HARDY GOVERNOR 2.00 X 0 0 0 BARBARA JOHNSON GOVERNOR, THRU JUNE 2023 2.00 X 0 0 0 ASHLEY LEWIS GOVERNOR 2.00 X 0 0 0 DR SAFIYA NOBLE GOVERNOR 2.00 X 0 0 0 CARLA THOMPSON PAYTON GOVERNOR 2.00 X 0 0 0 DR DIANNE PINDERHUGHES GOVERNOR, THRU JUNE 2023 2.00 X 0 0 0 ANTONIO WILLIAMS GOVERNOR 2.00 X 0 0 0 CHANDRA HAYSLETT VICE PRESIDENT, COMMUNICATIONS 40.00 X 233227 0 22181 QUINCI MOODY VICE PRESIDENT, FINANCE AND OPS. 40.00 X 233026 0 16195 LASHONDA BRENSON SENIOR RESEARCHER 40.00 X 152502 0 16822 TYKIA WARDEN VICE PRESIDENT, DEV., THRU JUNE 2023 40.00 X 131906 0 5436 DANIELLE HENRY DIRECTOR, DIGITAL COMMUNICATIONS 40.00 X 122000 0 0 1363845 0 91139 10 0 1 0 ENGLISH HUDSON LLC 2382 GENERATION DRIVE RESTON VA 20191 DEVELOPMENT CONSULTING 155389 VALUES PARTNERSHIP CORPORATION 739 8TH STREET SE 2ND FLOOR WASHINGTON DC 20003 EVENT MANAGEMENT 133166 2 3850734 3850734 45393 45393 MISC. INCOME 900099 8971 8971 8971 3905098 0 0 54364 X 521689 187808 276495 57386 1645100 1182986 349174 112940 46856 41701 903 4252 102417 77978 14667 9772 156552 75287 70622 10643 13000 13000 162467 162467 844304 609451 19515 215338 152349 130654 19903 1792 28558 16626 10524 1408 69065 60681 3250 5134 84901 42823 37037 5041 93055 79334 8800 4921 65829 37961 12231 15637 20007 10144 9069 794 BUSINESS REG. FEES 1665 1665 4007814 2553434 1009322 445058 9387556 4662021 1005126 5055519 1348530 1844139 0 25642 25636 3325 150012 72133 11916860 11662779 279877 207561 200000 200000 154939 75890 634816 483451 X 7402763 7290014 3879281 3889314 11282044 11179328 11916860 11662779 -102716 0 X X 0 1 X 1 0 X 1228390 6104092 7285501 4081881 3850734 22550598 1228390 6104092 7285501 4081881 3850734 22550598 9524485 13026113 0 794 343 3652 45393 50182 2191 905 1200 8971 13267 22614047 100636 0.57600 0.61050 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISC INCOME - 2019 AMOUNT: $ 2,191. 2020 AMOUNT: $ 905. 2023 AMOUNT: $ 8,971. SPEAKER HONORARIA - 2021 AMOUNT: $ 1,200. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 4902 4902 4002912 4007814 350391 87598 0 0 174428 253801 352914 350391 1131534 1697301 0 0 1175 4902 6077 43607 63450 88229 87598 282884 424326 0 0 0 0 0 OPERATING LEASE OBLIGATION 75890 75890 X 3964214 59116 59116 3905098 0 3905098 4066930 59116 59116 4007814 0 4007814 PART X, LINE 2: THE ORGANIZATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR TAX YEARS PRIOR TO 2020. X X X X 0 0 0 0 0 0 0 1 0 JESSICA FULTON INTERIM PRES. & VICE PRES., POLICY 246761 0 0 0 0 0 12338 0 9249 0 268348 0 0 0 CHANDRA HAYSLETT VICE PRESIDENT, COMMUNICATIONS 233227 0 0 0 0 0 10371 0 11810 0 255408 0 0 0 SPENCER OVERTON PRESIDENT, THRU JUNE 2023 217423 0 27000 0 0 0 8510 0 408 0 253341 0 0 0 QUINCI MOODY VICE PRESIDENT, FINANCE AND OPS. 233026 0 0 0 0 0 5100 0 11095 0 249221 0 0 0 LASHONDA BRENSON SENIOR RESEARCHER 152502 0 0 0 0 0 7625 0 9197 0 169324 0 0 0 PART I, LINE 7 AN INDIVIDUAL INCLUDED IN SCHEDULE J, PART II RECEIVED A DISCRETIONARY BONUS DURING CALENDAR YEAR 2023, WHICH WAS INCLUDED IN COLUMN B(II) HEREIN AND IN HIS 2023 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. FORM 990, PART VI, SECTION B, LINE 11B THE JOINT CENTER FOR POLITICAL AND ECONOMIC STUDIES HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM. IT IS FIRST REVIEWED BY THE VICE PRESIDENT OF FINANCE AND OPERATIONS AND THEN REVIEWED BY THE AUDIT & FINANCE COMMITTEE AND THEN THE FULL BOARD AT THEIR RESPECTIVE MEETINGS. A COMPLETE COPY OF THE FORM 990 IS PROVIDED TO ALL MEMBERS OF THE ORGANIZATION'S GOVERNING BODY PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY WHICH IT REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES. EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS ANNUALLY SIGNS A CONFLICT OF INTEREST ATTESTATION STATEMENT WHERE THEY MUST DISCLOSE THE EXISTENCE OF ANY POSSIBLE CONFLICT OF INTEREST. ANY PERSONS WITH A POTENTIAL CONFLICT ARE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WHO ARE CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. THE INTERESTED PERSON MUST LEAVE THE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE GOVERNING BOARD OR COMMITTEE DETERMINES WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF GOVERNORS APPROVED THE COMPENSATION FOR THE JOINT CENTER'S PRESIDENT BASED ON RESEARCH COMPLETED IN 2021. THE CHAIR OF THE BOARD OF GOVERNORS OBTAINED AN INDEPENDENT COMPENSATION STUDY AND FORMALIZED THE COMPENSATION THROUGH A SIGNED EMPLOYMENT AGREEMENT WITH THE PRESIDENT. THE REVIEW AND APPROVAL PROCESS WAS DOCUMENTED IN THE BOARD MINUTES. IN 2023, THE VICE PRESIDENT OF POLICY WAS PROMOTED TO INTERIM PRESIDENT UNTIL A PERMANENT PRESIDENT CAN BE HIRED. HER COMPENSATION AS INTERIM PRESIDENT WAS BASED ON THE RESEARCH COMPLETED IN 2021 AS WELL. FORM 990, PART VI, SECTION C, LINE 19 THE CENTER MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS ALSO POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, AND BY-LAWS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G TEMPORARY HELP: PROGRAM SERVICE EXPENSES 46,206. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 46,206. RESEARCH & WRITING CONSULTANTS: PROGRAM SERVICE EXPENSES 226,413. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 226,413. PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 8,685. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,685. OTHER CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 8,455. MANAGEMENT AND GENERAL EXPENSES 19,515. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,970. EXECUTIVE SEARCH SERVICES: PROGRAM SERVICE EXPENSES 192,564. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 192,564. EVENT MANAGEMENT SERVICES: PROGRAM SERVICE EXPENSES 127,128. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 60,338. TOTAL EXPENSES 187,466. DEVELOPMENT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 155,000. TOTAL EXPENSES 155,000. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.