2023-09-02T11:05:32-05:00 2022-12-31 HAN GROUP LLC 1020 19 STREET NW SUITE 800 WASHINGTON DC 20036 990 2022-01-01 131776711 NATIONAL IMMIGRATION FORUM NATI 2023470040 10 G STREET NE 500 WASHINGTON DC 20002 DAWN BYRNE CFO & CAO 2023470040 2023-09-01 1 DAWN BYRNE 999009999 0 JENNIFER S HAN P00633304 2022937000 2023-09-01 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z DONALD LYSTER 10 G STREET NE 500 WASHINGTON DC 20002 5395011 0 X WWW.IMMIGRATIONFORUM.ORG X 1954 NY THE NATIONAL IMMIGRATION FORUM ADVOCATES FOR THE VALUE OF IMMIGRANTS AND IMMIGRATION TO THE NATION. FROM A DIVERSITY OF PERSPECTIVES, THE FORUM USES COMMUNICATION, ADVOCACY AND POLICY EXPERTISE TO CREATE A VISION, CONCENSUS AND STRATEGY TO LEAD TO A BETTER, MORE WELCOMING AMERICA. 18 18 36 18 0 0 6105492 4688800 115958 155346 744 50943 8101 18050 6230295 4913139 0 0 0 0 2878552 3039478 0 0 357288 2549301 2521178 5427853 5560656 802442 -647517 9116461 11554677 624669 3710402 8491792 7844275 X THE NATIONAL IMMIGRATION FORUM ADVOCATES FOR THE VALUE OF IMMIGRANTS AND IMMIGRATION TO THE NATION. FROM A DIVERSITY OF PERSPECTIVES, THE FORUM USES COMMUNICATION, ADVOCACY AND POLICY EXPERTISE TO CREATE A VISION, CONCENSUS AND STRATEGY TO LEAD TO A BETTER, MORE WELCOMING AMERICA. 0 0 1453036 110846 CONSTITUENCIES REFORM - THE NATIONAL IMMIGRATION FORUM SUPPORTS REPLACING OUR BROKEN IMMIGRATION SYSTEM WITH COMMONSENSE SOLUTIONS THAT ADDRESS THE FULL SCOPE OF THE SYSTEM. OUR IMMIGRATION SYSTEM NEEDS TO ADDRESS THE ECONOMIC NEEDS OF OUR COUNTRY AS WELL AS MAINTAIN OUR FAMILY VALUES. 1178258 CONSTITUENCIES INTEGRATION - IT SUPPORTS EFFORTS TO PROMOTE CITIZENSHIP, CIVIC EDUCATION AND ACTIVE INVOLVEMENT IN COMMUNITY LIFE, INCLUDING MAKING CHANGES TO OUR COUNTRY'S NATURALIZATION PROCESS THAT WILL MAKE IT MORE ACCESSIBLE AND EFFICIENT FOR IMMIGRANTS. 1114264 COMMUNICATIONS - THE NATIONAL IMMIGRATION FORUM'S COMMUNICATIONS TEAM IS A STRATEGIC PARTNER, WORKING WITH ALL FORUM DEPARTMENTS (POLICY, CONSTITUENCIES, INTEGRATION, DEVELOPMENT) TO ARTICULATE MESSAGES AND ADVANCE STRATEGIES TO BUILD SUPPORT FOR COMMONSENSE IMMIGRATION REFORM AMONG OUR CENTER RIGHT CONSTITUENCIES. THE COMMUNICATIONS TEAM DIFFERENTIATES ITSELF IN THE IMMIGRATION ADVOCACY SPACE BY LEVERAGING ITS RELATIONSHIPS IN MEDIA, BUSINESS, ACADEMIA AND OTHER AREAS TO AMPLIFY THE FORUM'S MESSAGES. 227921 AWARDS EVENT 199448 ASSOCIATES AND GOVERNANCE 839336 44500 POLICY 1266705 44500 5012263 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 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 50 0 1 36 1 0 0 0 0 1 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY X X DAWN BYRNE 2023470040 10 G STREET NE NO 500 WASHINGTON DC 20002 REBECCA TALLENT CHAIR 5.00 0.00 X X 0 0 0 AMY DOMINQUEZ-ARMS VICE CHAIR 5.00 0.00 X X 0 0 0 MIREYA REITH SECRETARY 1.00 0.00 X X 0 0 0 AKSHAY KHANNA TREASURER 1.00 0.00 X X 0 0 0 ADRIAN BOTA DIRECTOR 1.00 0.00 X 0 0 0 DANIELLE BURR DIRECTOR 2.00 0.00 X 0 0 0 SUZE FRANCOIS DIRECTOR 1.00 0.00 X 0 0 0 SHIRLEY HOOGSTRA DIRECTOR 1.00 0.00 X 0 0 0 SARAH LENTI DIRECTOR 1.00 0.00 X 0 0 0 LOUIS MALFARO DIRECTOR 1.00 0.00 X 0 0 0 CHANDLER MORSE DIRECTOR 1.00 0.00 X 0 0 0 ELIZABETH NEUMANN DIRECTOR 1.00 0.00 X 0 0 0 MARK PROSSER DIRECTOR 2.00 0.00 X 0 0 0 ROCIO SAENZ DIRECTOR 1.00 0.00 X 0 0 0 MARK SEITZ DIRECTOR 1.00 0.00 X 0 0 0 MUSTAFA TAMEEZ DIRECTOR 2.00 0.00 X 0 0 0 JOHN WIMBERLY DIRECTOR 1.00 0.00 X 0 0 0 GREGORY ZOELLER DIRECTOR 1.00 4.00 X 0 0 0 DONALD LYSTER CHIEF OPERATING OFFICER 36.00 4.00 X 224407 24934 19062 ALI NOORANI PRESIDENT & CEO (UNTIL MAY 2022) 37.00 3.00 X 173157 14040 18470 DAWN BYRNE CHIEF FINANCIAL & ADMIN OFFICER 36.00 4.00 X 158938 17660 45945 JENNIE MURRAY PRESIDENT & CEO (SINCE OCT. 2022) 39.00 1.00 X 64594 1656 7018 EMILY FOSTER VP OF CORPORATE ENGAGEMENT 40.00 0.00 X 162379 0 6834 ADAM ESTLE VP OF FIELD AND CONSTITUENCIES 35.00 5.00 X 111823 15975 33751 LAURENCE BENENSON VP OF POLICY AND ADVOCACY 32.00 8.00 X 102040 25510 11730 REBECCA WALL VP OF DIGITAL COMMUNICATIONS 27.00 13.00 X 83430 40170 4574 DANIEL GORDON VP OF STRATEGIC COMMUNICATIONS 39.00 1.00 X 113327 2906 28111 1194095 142851 175495 9 0 1 0 MONUMENT POLICY GROUP 975 F STREET NW SUITE 400B WASHINGTON DC 20004 RECRUITMENT & RELATIONSHIP 181579 RUSSELL REYNOLDS ASSOCIATES PO BOX 1678 CAROL STREAM IL 16788 CEO SEARCH 109800 2 122681 4566119 4688800 PROGRAM SERVICE INCOME 900099 155346 155346 155346 34776 34776 2500 2500 498039 481872 16167 16167 16167 REIMBURSEMENT 900099 11880 11880 BOOK SALES 900099 1870 1870 HONORARIUM 900099 1800 1800 15550 4913139 155346 0 68993 X 703529 614884 40805 47840 1830802 1636730 68745 125327 86650 76292 4176 6182 233798 205558 11710 16530 184699 162751 9024 12924 13485 13303 182 18720 18720 55381 48413 3189 3779 1387867 1298986 850 88031 79484 79484 81987 73741 1493 6753 285243 251805 13966 19472 218317 211516 22 6779 115096 114855 75 166 500 500 52785 46144 3039 3602 11251 11251 DUES AND PUBLICATIONS 177860 158462 1180 18218 COMMISSARY 20172 18764 353 1055 BANK CHARGES 1615 1615 1415 575 210 630 5560656 5012263 191105 357288 302682 694544 6764106 6472370 1313335 814508 65000 40000 13606 17517 1216173 1059619 169351 156554 488381 3359184 9116461 11554677 325195 352911 66800 70000 232674 3287491 624669 3710402 X 3279134 3411505 5212658 4432770 8491792 7844275 9116461 11554677 -647517 0 X X 0 1 X 1 0 X 3334404 7062378 6351121 6105492 4688800 27542195 3334404 7062378 6351121 6105492 4688800 27542195 4379422 23162773 23954 35610 6966 744 37276 104550 22019 16389 4328 8101 15550 66387 27713132 564776 0.83580 0.75910 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2018 AMOUNT: $ 22,019. 2019 AMOUNT: $ 16,389. 2020 AMOUNT: $ 4,328. 2021 AMOUNT: $ 8,101. 2022 AMOUNT: $ 0. REIMBURSEMENT - 2022 AMOUNT: $ 11,880. BOOK SALES - 2022 AMOUNT: $ 1,870. HONORARIUM - 2022 AMOUNT: $ 1,800. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21162 50236 71398 5433837 5505235 425262 106316 0 0 409525 403899 421393 425262 1660079 2490119 93572 65681 80877 71398 311528 102381 100975 105348 106316 415020 622530 66954 44580 55857 21162 188553 491482 491482 0 724691 568137 156554 156554 SECURITY DEPOSITS 28178 DUE FROM AMERICA IS BETTER 440040 RIGHT-OF-USE ASSETS - OPERATING LEASE 2890966 3359184 OPERATING LEASE LIABILITY 3287491 3287491 X PART X, LINE 2: THE ORGANIZATION FOLLOWS THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ACCOUNTING STANDARDS CODIFICATION TOPIC 740-10, INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. IT IS THE ORGANIZATION'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN INCOME TAX EXPENSES. THE ORGANIZATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2022 AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION ON THE CONSLIDATED FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. THE STATUTE OF LIMITATIONS GENERALLY REMAINS OPEN FOR THREE TAX YEARS WITH THE U.S. FEDERAL JURISDICTION OR THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE ORGANIZATION FILES TAX RETURNS. X X X 0 0 0 0 0 0 0 0 0 DONALD LYSTER CHIEF OPERATING OFFICER 224407 24934 0 0 0 0 13783 1532 3372 375 241562 26841 0 0 DAWN BYRNE CHIEF FINANCIAL & ADMIN OFFICER 158938 17660 0 0 0 0 12862 1429 28489 3165 200289 22254 0 0 ALI NOORANI PRESIDENT & CEO (UNTIL MAY 2022) 173157 14040 0 0 0 0 8668 703 8416 683 190241 15426 0 0 EMILY FOSTER VP OF CORPORATE ENGAGEMENT 162379 0 0 0 0 0 4901 0 1933 0 169213 0 0 0 ADAM ESTLE VP OF FIELD AND CONSTITUENCIES 111823 15975 0 0 0 0 8787 1256 20745 2963 141355 20194 0 0 PART I, LINE 3 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS SERVES AS THE COMPENSATION COMMITTEE FOR THE PRESIDENT AND CEO. THE COMMITTEE IS ASKED TO COMPLETE A QUESTIONNAIRE TO EVALUATE THE PERFORMANCE OF THE PRESIDENT AND CEO. THE QUESTIONNAIRE GATHERS QUALITATIVE AND QUANTITATIVE EVALUATIONS. THE BOARD CHAIR MEETS WITH THE PRESIDENT AND CEO TO COMMUNICATE THE RESULTS OF THE EVALUATION. COMPENSATION DECISIONS ARE BASED ON SEVERAL CONSIDERATIONS INCLUDING PERFORMANCE, FINANCIAL POSITION OF THE ORGANIZATION, GROWTH OF THE ORGANIZATION, COMPENSATION OF OTHER NON PROFIT ORGANIZATIONS IN THE WASHINGTON, DC AREA AND THE FEDERAL GOVERNMENT. OTHER STAFF COMPENSATION DECISIONS ARE BASED ON MAINTAINING HIGH LEVEL OF PERFORMANCE, FINANCIAL POSITION OF THE ORGANIZATION, COMPENSATION OF OTHER NON PROFIT ORGANIZATIONS IN THE WASHINGTON, DC AREA AND THE FEDERAL GOVERNMENT. COMPENSATION DECISIONS ARE MADE BY AT LEAST TWO MANAGERS, INCLUDING THE PRESIDENT AND CHIEF FINANCIAL OFFICER. FORM 990, PART VI, SECTION B, LINE 11B THE FORUM'S FORM 990 IS FIRST PREPARED BY ITS INDEPENDENT ACCOUNTANTS, AND THEN REVIEWED BY THE FINANCE DEPARTMENT, THEN THE EXECUTIVE TEAM, INCLUDING PRESIDENT AND CEO, BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO MEMBERS OF THE BOARD OF DIRECTORS AND STAFF. THE POLICY IS REVIEWED AT BOARD AND STAFF MEETINGS AT LEAST ANNUALLY. ALSO, BOARD MEMBERS AND STAFF RECEIVE A HARD COPY OF THE POLICY ANNUALLY AND MUST SIGN TO ACKNOWLEDGE RECEIPT AND UNDERSTANDING AND TO AGREE TO ADHERE TO THE POLICY. THE BOARD IS ASKED TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST WITH RESPECT TO RELATIONSHIPS AND BUSINESS TRANSACTIONS ANNUALLY. DETERMINATIONS ARE MADE AT THE MANAGEMENT LEVEL FOR STAFF AND AT THE BOARD LEVEL FOR MANAGEMENT LEVEL STAFF AND BOARD MEMBERS. THE FORUM BOARD ADOPTED A CONFLICT OF INTEREST POLICY IN 1998. THE CURRENT CONFLICT OF INTEREST POLICY AND SEPARATE WHISTLEBLOWER POLICY WERE UNANIMOUSLY ADOPTED BY THE BOARD OF DIRECTORS IN 2008. THE BOARD INTENDED THIS TO COMMUNICATE TO STAFF THAT THE BOARD WILL SUPPORT ANY STAFF PERSON WHO REPORTS POSSIBLE CONFLICTS OF INTEREST OR ILLEGAL BEHAVIOR UNDER THESE POLICIES. FINANCIAL CONTROLS ARE IN PLACE TO SAFEGUARD AGAINST FINANCIAL CONFLICT OF INTEREST. PERSONS WITH A POTENTIAL CONFLICT ARE PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION BEING REVIEWED/INVESTIGATED. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS SERVES AS THE COMPENSATION COMMITTEE FOR THE PRESIDENT AND CEO. THE COMMITTEE IS ASKED TO COMPLETE A QUESTIONNAIRE TO EVALUATE THE PERFORMANCE OF THE PRESIDENT AND CEO. THE QUESTIONNAIRE GATHERS QUALITATIVE AND QUANTITATIVE EVALUATIONS. THE BOARD CHAIR MEETS WITH THE PRESIDENT AND CEO TO COMMUNICATE THE RESULTS OF THE EVALUATION. COMPENSATION DECISIONS ARE BASED ON SEVERAL CONSIDERATIONS INCLUDING PERFORMANCE, FINANCIAL POSITION OF THE ORGANIZATION, GROWTH OF THE ORGANIZATION, COMPENSATION OF OTHER NON PROFIT ORGANIZATIONS IN THE WASHINGTON, DC AREA AND THE FEDERAL GOVERNMENT. OTHER STAFF COMPENSATION DECISIONS ARE BASED ON MAINTAINING HIGH LEVEL OF PERFORMANCE, FINANCIAL POSITION OF THE ORGANIZATION, COMPENSATION OF OTHER NON PROFIT ORGANIZATIONS IN THE WASHINGTON, DC AREA AND THE FEDERAL GOVERNMENT. COMPENSATION DECISIONS ARE MADE BY AT LEAST TWO MANAGERS, INCLUDING THE PRESIDENT AND CHIEF FINANCIAL OFFICER. 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 OF THE MANAGEMENT OF THE ORGANIZATION. FORM 990, PART IX, LINE 11G PROGRAM CONTENT: PROGRAM SERVICE EXPENSES 1,131,823. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,131,823. EVENT SERVICES: PROGRAM SERVICE EXPENSES 6,507. MANAGEMENT AND GENERAL EXPENSES 4. FUNDRAISING EXPENSES 441. TOTAL EXPENSES 6,952. SEARCH SERVICES: PROGRAM SERVICE EXPENSES 104,080. MANAGEMENT AND GENERAL EXPENSES 68. FUNDRAISING EXPENSES 7,053. TOTAL EXPENSES 111,201. OTHER CONSULTANTS: PROGRAM SERVICE EXPENSES 56,576. MANAGEMENT AND GENERAL EXPENSES 778. FUNDRAISING EXPENSES 80,537. TOTAL EXPENSES 137,891. FORM 990, PART XII, LINE 2C THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PREVIOUS YEAR. AMERICA IS BETTER 10 G STREET NE SUITE 500 WASHINGTON DC 20002 264718617 IMMIGRATION POLICY ADVOCACY DC 501(C)(4) NATIONAL IMMIGRATION FORUM 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 AMERICA IS BETTER N 145573 FMV AMERICA IS BETTER O 402544 ACTUAL AMOUNT TRACKED TIME AMERICA IS BETTER Q 869235 ACTUAL AMOUNT PAID IN 2022