2024-10-01T14:31:34-05:00 2023-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2023-01-01 872098657 LOCAL PROGRESS POLICY ACTION LOCA 2028105723 1200 18TH ST NW 700 WASHINGTON DC 20036 IVAN LUEVANOS-ELMS EXECUTIVE DIRECTOR 2028105723 2024-10-01 1 0 ELIZABETH W HELLER P00397829 3019519090 2023 2024-10-15 13:58:12Z LOCAL PROGRESS IVAN LUEVANOS-ELMS 1200 18TH ST NW 700 WASHINGTON DC 20036 2186320 0 X LOCALPROGRESS.ORG X 2021 DC SEE PART III, LINE 1. 17 17 0 17 0 0 684737 2186320 6575 0 0 0 0 0 691312 2186320 0 0 0 0 414961 1057962 0 0 15140 184750 750808 599711 1808770 91601 377550 458425 822455 307076 293556 151349 528899 X LOCAL PROGRESS POLICY ACTION D/B/A LOCAL PROGRESS IS A MOVEMENT OF LOCAL ELECTED OFFICIALS ADVANCING A RACIAL AND ECONOMIC JUSTICE AGENDA THROUGH ALL LEVELS OF LOCAL GOVERNMENT. WE ARE ELECTED LEADERS WHO BUILD POWER WITH UNDERREPRESENTED COMMUNITIES AND FIGHT TO RESHAPE WHAT IS POSSIBLE IN OUR LOCALITIES ALL ACROSS THE COUNTRY. 0 0 1663326 LOCAL PROGRESS IS A MOVEMENT OF LOCAL ELECTED OFFICIALS ADVANCING A RACIAL AND ECONOMIC JUSTICE AGENDA THROUGH ALL LEVELS OF LOCAL GOVERNMENT. WE BUILD POWER WITH UNDERREPRESENTED COMMUNITIES, SHARE BOLD IDEAS AND POLICIES AMONG OUR NETWORK, AND FIGHT TO RESHAPE WHAT IS POSSIBLE IN OUR LOCALITIES ALL ACROSS THE COUNTRY. 1663326 0 1 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 4 0 1 0 0 0 0 0 1 1 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 AL CA FL GA IL KS KY MA MS NH NY OR PA RI SC TN UT WV WI X X IVAN LUEVANOS-ELMS 2028105723 1200 18TH ST NW 700 WASHINGTON DC 20036 JILLIAN JOHNSON CO-CHAIR 1.00 1.00 X X 0 0 0 KRISTERFER BURNETT CO-CHAIR 1.00 1.00 X X 0 0 0 REBECCA WASSERMAN TREASURER 1.00 1.00 X X 0 0 0 MARCELIA NICHOLSON SECRETARY 1.00 1.00 X X 0 0 0 ALEXSANDRA ANNELLO DIRECTOR 1.00 X 0 0 0 DORCEY APPLYRS DIRECTOR 1.00 X 0 0 0 ANDREW FRIEDMAN DIRECTOR 1.00 X 0 0 0 MEGAN GREEN DIRECTOR 1.00 X 0 0 0 KELLY KENT DIRECTOR 1.00 X 0 0 0 ROBIN KNIECH DIRECTOR 1.00 X 0 0 0 SHANE LARSON DIRECTOR 1.00 X 0 0 0 JERRY MALDONADO DIRECTOR 1.00 X 0 0 0 EDDY MORALES DIRECTOR 1.00 X 0 0 0 STEPHANIE MORALES DIRECTOR 1.00 X 0 0 0 TERESA MOSQUEDA DIRECTOR 1.00 X 0 0 0 KENDRA BROOKS DIRECTOR 1.00 X 0 0 0 GABRIELA SANTIAGO-ROMERO DIRECTOR 1.00 X 0 0 0 IVAN LUEVANOS-ELMS EXECUTIVE DIRECTOR,(FROM 9/15/23) 18.00 22.00 X 0 149198 26339 SARAH JOHNSON EXECUTIVE DIRECTOR, (UNTIL 9/15/23) 8.00 32.00 X 0 141948 8125 TRISA TARO COMMUNICATIONS DIRECTOR 35.00 5.00 X 0 136484 23973 IIMAY HO DIRECTOR OF ORGANIZATIONAL DEVELOPMENT 1.00 39.00 X 0 132434 29149 ARI SCHWARTZ MANAGING DIRECTOR, POLICY & PROGRAM 4.00 36.00 X 0 137423 17691 FRANESCA MENES MANAGING DIRECTOR, MEMBERSHIP & ORGANIZING 20.00 20.00 X 0 126581 23726 LIJIA GONG POLICY AND LEGAL DIRECTOR 2.00 38.00 X 0 109677 8080 0 933745 137083 0 0 1 0 0 1177598 1008722 2186320 2186320 0 0 0 109006 103603 4202 1201 742265 733004 4880 4381 44584 43982 329 273 94695 92970 1058 667 67412 66256 712 444 559 268 278 13 58589 28075 29138 1376 49245 23597 24491 1157 46185 33084 13017 84 8924 4276 4438 210 15885 15665 140 80 89865 83938 738 5189 431333 413306 18027 4003 3958 34 11 SUBS. & DATABASES 28620 9860 18721 39 LICENSES 9057 2070 6987 MISCELLANEOUS 3705 847 2858 PROFESSIONAL DEVELOPMEN 2835 2797 23 15 2003 1770 233 1808770 1663326 130304 15140 393492 776239 50000 6575 2076 8358 44140 458425 822455 1559 2742 305517 290814 307076 293556 X 151349 528899 151349 528899 458425 822455 377550 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO RELATED PARTY 290814 290814 2186320 0 2186320 0 2186320 1808770 0 1808770 0 1808770 0 0 0 0 0 0 0 0 0 IVAN LUEVANOS-ELMS EXECUTIVE DIRECTOR,(FROM 9/15/23) 0 149198 0 0 0 0 0 9573 0 16766 0 175537 0 0 IIMAY HO DIRECTOR OF ORGANIZATIONAL DEVELOPME 0 132434 0 0 0 0 0 8364 0 20785 0 161583 0 0 TRISA TARO COMMUNICATIONS DIRECTOR 0 136484 0 0 0 0 0 8040 0 15933 0 160457 0 0 ARI SCHWARTZ MANAGING DIRECTOR, POLICY & PROGRAM 0 137423 0 0 0 0 0 8258 0 9433 0 155114 0 0 FRANESCA MENES MANAGING DIRECTOR, MEMBERSHIP & ORGA 0 126581 0 0 0 0 0 8054 0 15672 0 150307 0 0 SARAH JOHNSON EXECUTIVE DIRECTOR, (UNTIL 9/15/23) 0 141948 0 0 0 0 0 7266 0 859 0 150073 0 0 PART I, LINE 3 THE ORGANIZATION DOES NOT HAVE ANY EMPLOYEES. COMPENSATION IS ISSUED BY A RELATED ORGANIZATION, LOCAL PROGRESS POLICY INSTITUTE (LPPI). LPPI USES THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR: - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY OUTSIDE ACCOUNTANTS AND REVIEWED BY THE EXECUTIVE DIRECTOR AND TREASURER. IT WAS THEN DISTRIBUTED TO THE ENTIRE BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C COVERED EMPLOYEES MUST SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY. COVERED PERSONS INCLUDE ANY MEMBERS OF THE BOARD, OFFICERS, EXECUTIVE-LEVEL EMPLOYEES, OR NON-DIRECTOR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS. A COVERED PERSON WHO HAS AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST DISCLOSES THE EXISTENCE AND NATURE OF HIS OR HER RELATIONSHIP OR FINANCIAL INTEREST TO THE BOARD OF DIRECTORS OR THE COMMITTEE CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT WITH THE CORPORATION. THE DISCLOSURE MUST BE MADE AT OR PRIOR TO THE MEETING OF THE BOARD OR COMMITTEE CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT WITH THE CORPORATION. AFTER DISCLOSURE OF THE POTENTIAL CONFLICT OF INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED COVERED PERSON, THE COVERED PERSON LEAVES THE PORTIONS OF ALL BOARD OR COMMITTEE MEETINGS AT WHICH THE EXISTENCE OF A CONFLICT OF INTEREST OR THE PROPOSED TRANSACTION OR ARRANGEMENT WITH THE CORPORATION IS CONSIDERED. THE REMAINING MEMBERS OF THE BOARD OR COMMITTEE THEN DISCUSSES AND VOTES ON WHETHER A CONFLICT OF INTEREST EXISTS AND SEEKS THE ADVICE OF LEGAL COUNSEL WHERE APPROPRIATE IN MAKING THE DETERMINATION. IF THE BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE THAT A COVERED PERSON HAS FAILED TO DISCLOSE A RELATIONSHIP REQUIRED TO BE DISCLOSED UNDER THIS POLICY, IT INFORMS THE COVERED PERSON OF THE BASIS FOR SUCH BELIEF AND AFFORD THE COVERED PERSON AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE RESPONSE OF THE COVERED PERSON AND MAKING SUCH FURTHER INVESTIGATION AS MAY BE WARRANTED IN THE CIRCUMSTANCES, THE BOARD OR COMMITTEE DETERMINES THAT THE COVERED PERSON HAS IN FACT FAILED TO DISCLOSE A RELATIONSHIP REQUIRED TO BE DISCLOSED UNDER THIS POLICY, IT TAKES APPROPRIATE CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15 LPPA, RELIES ON A RELATED ORGANIZATION, LPPI TO DETERMINE COMPENSATION . THE FOLLOWING PROCEDURES WERE USED BY LPPI TO DETERMINE COMPENSATION OF THE TOP MANAGEMENT OFFICIAL; THE BOARD OF DIRECTORS REVIEWS MARKET DATA FOR EXECUTIVE DIRECTOR COMPENSATION FOR NONPROFITS OF A SIMILAR BUDGET SIZE. THE CHAIR MAKES A RECOMMENDATION, AND THEN THE BOARD DELIBERATES AND APPROVES THE NEXT YEAR'S ED SALARY. THE LAST COMPENSATION REVIEW TOOK PLACE IN MAY 2023. 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. LOCAL PROGRESS POLICY INSTITUTE 1200 18TH ST NW STE 700 WASHINGTON DC 20036 863590543 EDUCATION DC 501(C)(3) LINE 7 LOCAL PROGRESS POLICY ACTION 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 LOCAL PROGRESS POLICY INSTITUTE C 1177598 GRANT AGREEMENT LOCAL PROGRESS POLICY INSTITUTE N 15885 RENT LOCAL PROGRESS POLICY INSTITUTE O 1057962 TIMESHEET ALLOCATIONS LOCAL PROGRESS POLICY INSTITUTE P 556612 TIMESHEET ALLOCATIONS AND INVOICE SCHEDULE R, PART V: LOCAL PROGRESS POLICY ACTION (LPPA) AND THE LOCAL PROGRESS POLICY INSTITUTE (LPPI) HAVE ENTERED INTO A COST-SHARING AGREEMENT UNDER WHICH LPPA REIMBURSES LPPI FOR LPPA'S ALLOCABLE SHARE OF THE COSTS RELATED TO LPPA'S USE OF LPPI'S EMPLOYEES, OFFICE SPACE AND OTHER RESOURCES.