2023-02-15T09:24:58-06:00 2022-09-30 521711839 Councilor Buchanan & Mitchell PC 7910 Woodmont Ave Ste 500 Bethesda MD 20814 990 2021-10-01 470865426 NumbersUSA Education & Research Foundation NUMB 7038168820 1400 Crystal Drive 240 Arlington VA 22202 James Massa President, CEO 7038168820 2023-02-14 1 James Massa 999009999 Holly Caporale P00235685 3019860600 2023-02-16 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z James Massa 1400 Crystal Drive 240 Arlington VA 22202 9394476 0 X WWW.NUMBERSUSA.ORG X 2002 VA NUMBERSUSA EDUCATION & RESEARCH FOUNDATION PROVIDES A CIVIL FORUM FOR AMERICANS OF ALL POLITICAL AND ETHNIC BACKGROUNDS TO FOCUS ON A SINGLE ISSUE, THE NUMERICAL LEVEL OF U.S. IMMIGRATION. WE EDUCATE OPINION LEADERS, POLICYMAKERS AND THE PUBLIC ON IMMIGRATION LEGISLATION, POLICIES AND THEIR CONSEQUENCES. WE FAVOR REDUCTIONS IN IMMIGRATION NUMBERS TOWARD TRADITIONAL LEVELS THAT WOULD ALLOW PRESENT AND FUTURE AMERICANS TO ENJOY A STABILIZING U.S. POPULATION AND HIGH DEGREE OF INDIVIDUAL LIBERTY, MOBILITY, ENVIRONMENTAL QUALITY, WORKER FAIRNESS AND FISCAL RESPONSIBILITY. 8 6 33 0 0 0 5913438 4624850 0 0 830084 515967 0 0 6743522 5140817 650000 475000 0 0 3282312 3470137 0 0 151766 1511319 1734984 5443631 5680121 1299891 -539304 11678601 8687486 1741891 1519568 9936710 7167918 X NUMBERSUSA EDUCATION & RESEARCH FOUNDATION PROVIDES A CIVIL FORUM FOR AMERICANS OF ALL POLITICAL AND ETHNIC BACKGROUNDS TO FOCUS ON A SINGLE ISSUE, THE NUMERICAL LEVEL OF U.S. IMMIGRATION. WE EDUCATE OPINION LEADERS, POLICYMAKERS AND THE PUBLIC ON IMMIGRATION LEGISLATION, POLICIES AND THEIR CONSEQUENCES. WE FAVOR REDUCTIONS IN IMMIGRATION NUMBERS TOWARD TRADITIONAL LEVELS THAT WOULD ALLOW PRESENT AND FUTURE GENERATIONS OF AMERICANS TO ENJOY A STABILIZING U.S. POPULATION AND HIGH DEGREE OF INDIVIDUAL LIBERTY, MOBILITY, ENVIRONMENTAL QUALITY, WORKER FAIRNESS AND FISCAL RESPONSIBILITY. 0 0 1180218 23750 Labor-Force Competition, Unemployment, Wage Depression, and Income Inequality: Public education on the impact of U.S. immigration policy on wages, workforce participation, working conditions and economic disparity, particularly for the most vulnerable and historical impacted American workers. Educational efforts include radio, social media, tv, and print media interviews and messaging, focusing on the plight of unemployed and underemployed Americans; and essays, books, and papers on the topics made available to more than 9 million online participants and the public via press releases, emails, social media, website postings, presentations to university and civic organization audiences. 2669713 427500 Immigration Legislation and Enforcement: Analysis of federal and state immigration legislation as well as, Federal regulations, Executive Orders and judicial rulings related to immigration policy. Focus on numeric impact of both legal and illegal immigration. Educating the public, students, public officials, news media and non-government organizations on findings of research. 992439 23750 Immigration-Driven U.S. Population Growth, Rural Land Loss and the American Quality of Life: Research and public education (a) about immigration-driven U.S. population growth, projections for the future and the role of immigration policy; (b) about the implications for America's farmland, natural habitat and eco-systems, and for the United States' stewardship of them; (c) about the ability of local communities to maintain and determine their separate identities; and (d) the ability of American individuals to achieve their preferred levels of mobility, personal freedom and overall quality of life. Web-based tools, publications and videos are available to the public. They are used by more than 9 million online participants in all 50 states, including educational uses in colleges, civic organizations, and news media. Staff educate the public through appearances at academic conferences, university classes, civic events, national, regional and local TV, radio, social media, newspapers, blogs, journals and emails. 4842370 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 1 1 0 1 18 0 1 33 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CT FL IL MD AZ NH NJ OR PA UT VA WA WV WI CO GA MO OH AK X X X Patti Mooney 7038168820 1400 Crystal Drive Suite 240 Arlington VA 22202 Frank Wylie DIRECTOR 0.75 0.25 X 0 0 0 LAURA GUTMAN DIRECTOR 0.75 0.25 X 0 0 0 Gary Gerst chairman 1.50 0.50 X X 0 0 0 Dave Brat Until June DIRECTOR 0.75 0.25 X 0 0 0 Anne Scott Director 0.75 0.25 X 0 0 0 Phil Cafaro DIRECTOR 0.75 0.25 X 0 0 0 Lesley Blackner DIRECTOR 0.75 0.25 X 0 0 0 Roy Beck President 25.00 15.00 X X 191625 117447 31151 ANNE MANETAS VP & Deputy Dir 38.00 2.00 X X 141146 7429 11143 Patti Mooney Comptroller 36.00 4.00 X 114927 12770 14262 ROSEMARY JENKS VP GOVERNMENT RELATIONS 38.00 2.00 X 255537 13449 29948 JAMES S ROBB VP OPERATIONS 34.00 6.00 X 159388 28127 36391 Chris Chmielenski Dir of Education & Activism 30.00 10.00 X 146250 48750 14625 Josh Turcotte Director of Technology 36.00 4.00 X 146063 16229 24527 Jeremy Beck Dir, Sustainability Initiative 39.00 1.00 X 109643 3391 27085 1264579 247592 189132 8 0 1 0 Creative Response Concepts 2850 Eisenhower Ave 1st Floor Alexandria VA 22314 Media Relations 186244 1 4624850 4624850 219626 219626 4550000 4253659 296341 296341 296341 5140817 0 0 515967 X 475000 475000 552531 244321 279615 28595 2393490 2256632 77479 59379 62358 60657 1701 259801 245597 7319 6885 201957 172192 23912 5853 10497 10497 30001 30001 21675 21675 617189 451249 149217 16723 114178 114150 23 5 58598 50072 6480 2046 183312 163508 9084 10720 230136 219704 5961 4471 59929 51950 7009 970 134896 125453 5396 4047 19770 19770 OUTSIDE LABOR 132835 132835 DUES & SUBSCRIPTIONS 87961 75232 3045 9684 Board Expenses 18306 18306 Service Charges 11472 10904 568 4229 3818 292 119 5680121 4842370 685985 151766 881532 345436 33511 787 116996 104785 812045 755248 180880 56797 9767068 7648506 698614 531175 11678601 8687486 486731 608749 650000 475000 605160 435819 1741891 1519568 X 9771834 7076377 164876 91541 9936710 7167918 11678601 8687486 -539304 -2229488 0 X X 0 1 X 1 0 X 4179067 6480229 3662815 5921697 4624850 24868658 4179067 6480229 3662815 5921697 4624850 24868658 12860749 12007909 172590 216405 192176 167353 219626 968150 25836808 0.46480 0.46110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 94710 126451 284129 379354 378839 505805 5301283 7077997 5680122 7583802 434006 529190 108502 132298 0 0 0 0 517263 597312 677975 529190 2321740 3482610 498599 525151 675288 505805 2204843 129316 149328 169494 132298 580436 870654 124650 131288 168822 126451 551211 696785 668718 28067 65948 43052 22896 49312 43478 5834 56797 SECURITY DEPOSIT 24781 DUE FROM NUMBERSUSA ACTION 43765 DUE FROM NUMBERSUSA Support Organization 101312 DEFERRED COMPENSATION INVESTMENT 361317 531175 DEFERRED COMPENSATION 361317 Deferred Rent 74502 435819 X Part X, Line 2: The Foundation requires that a tax position be recognized or derecognized based on a "more-likely-than-not" threshold. This applies to positions taken or expected to be taken in a tax return. The Foundation does not believe its financial statements include, or reflect, any uncertain tax positions. 0 NumbersUSA Action Inc 1400 Crystal Drive 240 Arlington VA 22202 470865418 501( C ) ( 4 ) 475000 0 Lobbying 0 1 Part I, Line 2: NUMBERSUSA EDUCATION AND RESEARCH FOUNDATION'S FINANCE COMMITTEE RECEIVES AN EXPENSE REPORT AND REVIEWS THE REPORT TO ENSURE THAT ALL FUNDS ARE BEING SPENT IN ACCORDANCE WITH THE TERMS OF THE GRANT. X X X 0 0 0 0 0 0 0 1 0 Roy Beck President 191625 117447 0 0 0 0 14415 8835 4899 3002 210939 129284 0 0 ROSEMARY JENKS VP GOVERNMENT RELATIONS 255537 13449 0 0 0 0 19238 1013 9212 485 283987 14947 0 0 JAMES S ROBB VP OPERATIONS 143388 28127 16000 0 0 0 11156 1969 19776 3490 190320 33586 0 0 Chris Chmielenski Dir of Education & Activism 146250 48750 0 0 0 0 10969 3656 0 0 157219 52406 0 0 Josh Turcotte Director of Technology 146063 16229 0 0 0 0 11137 1237 10938 1215 168138 18681 0 0 ANNE MANETAS VP & Deputy Dir 141146 7429 0 0 0 0 10586 557 0 0 151732 7986 0 0 Part I, Line 7 Due to exceptional performance a bonus was paid to Robb. Jeremy Beck Family Member of Roy Beck, President 135916 Director, Sustainability Initiative 0 Michael Mooney family member of Patti Mooney, Treasurer 47424 Help Desk 0 Form 990, Part VI, Section B, line 11b FORM 990 IS REVIEWED BY THE COMPTROLLER AND PRESIDENT AND PROVIDED TO BOARD MEMBERS BEFORE FILING. Form 990, Part VI, Section B, line 12c ALL OFFICERS, KEY EMPLOYEES AND DIRECTORS ARE REQUIRED TO SIGN AN ANNUAL CONFLICT OF INTEREST AGREEMENT. Form 990, Part VI, Section B, line 15 THE BOARD OF DIRECTORS HAS A COMPENSATION COMMITTEE THAT VOTES ON RECOMMENDATIONS OF COMPENSATION FOR THE PRESIDENT AND KEY EMPLOYEES BASED ON REVIEWS OF PERFORMANCE, COMPARABILITY DATA AND PAST HISTORY. THESE RECOMMENDATIONS ARE LATER PRESENTED TO THE INDEPENDENT MEMBERS OF THE FULL BOARD OF DIRECTORS IN EXECUTIVE SESSION WHO MAKE ANY FINAL MODIFICATIONS AND GIVE FINAL APPROVAL. Form 990, Part VI, Section C, line 18 THE ORGANIZATION ALSO MAKES ITS STATEMENTS AVAILABLE ON GUIDESTAR, BBB WISE GIVING, AND CHARITY NAVIGATOR. 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 IX, line 11g Consulting: Program service expenses 451,249. Management and general expenses 149,192. Fundraising expenses 10,143. Total expenses 610,584. Annual Registration Fees: Program service expenses 0. Management and general expenses 25. Fundraising expenses 6,580. Total expenses 6,605. Form 990, Part XII, Line 2c: The audit committee of the board assumes responsibility for oversight of the audit and selection of an indpendent auditor. This process has not changed from prior year. NUMBERSUSA ACTION 1400 Crystal Drive 240 ARLINGTON VA 22202 470865418 ADVOCATE FOR THE REDUCTION OF IMMIGRATION NUMBERS VA 501(c)(4) N/A 0 NumbersUSA Support Organization 1400 Crystal Drive 240 ARLINGTON VA 22202 821341354 Support organization dedicated to public education of immigration law VA 501(c)(3) Line 12b, II NumbersUSA Education & Research Foundation 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 NUMBERSUSA ACTION O 394672 Percentage Allocation NUMBERSUSA ACTION Q 319981 Other Expenses, Cash Reimb. NUMBERSUSA ACTION B 475000 Grant NumbersUsa Support Organization Q 628356 Other Expenses, Cash Reimb. NumbersUsa Support Organization O 289105 Percentage Allocation NumbersUSA ACTION N 23976 Rent Allocation NumbersUSA Support Organization N 47629 Rent Allocation NumbersUSA Support Organization 1400 Crystal Drive 240 Arlington VA 22202 821341354 X 31742 95225 126967 1776714 1903681 245184 61296 0 0 0