2023-09-28T14:55:31-05:00 2022-12-31 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 245 PARK AVENUE 12TH FLOOR NEW YORK NY 10167 990 2022-01-01 521069070 JOINT CENTER FOR POLITICAL AND ECONOMIC STUDIES INC JOIN 2027893500 633 PENNSYLVANIA AVENUE NW WASHINGTON DC 20004 KENNETH JONES TREASURER 2027893500 2023-09-28 1 KENNETH JONES XXX-XX-XXXX 1 EVA MRUK P00543254 2122862600 2023-09-28 X 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z JESSICA FULTON 633 PENNSYLVANIA AVENUE NW WASHINGTON DC 20004 4186169 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. 12 11 18 13 0 0 7288001 4081881 0 100636 343 3652 1200 0 7289544 4186169 0 0 0 0 1276381 2087844 0 0 450024 1135760 1970438 2412141 4058282 4877403 127887 11366492 11916860 212335 634816 11154157 11282044 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 1912737 0 100636 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. 711980 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. 2624717 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 61 0 18 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 11 0 0 1 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 SPENCER OVERTON PRESIDENT 48.00 X X 268846 0 4692 BARBARA JOHNSON CHAIR, THRU SEPT. 2022 6.00 X X 0 0 0 PAUL THORNELL CHAIR, AS OF SEPT. 2022 2.00 X X 0 0 0 KENNETH JONES TREASURER 4.00 X X 0 0 0 ROBERT RABEN SECRETARY, THRU SEPT. 2022 2.00 X X 0 0 0 PAULA BOYD SECRETARY, AS OF SEPT. 2022 2.00 X X 0 0 0 A SCOTT BOLDEN GOVERNOR, THRU SEPT. 2022 2.00 X 0 0 0 LATOSHA BROWN GOVERNOR 2.00 X 0 0 0 MICHAEL COLLINS GOVERNOR 2.00 X 0 0 0 CHANELLE HARDY GOVERNOR 2.00 X 0 0 0 DR SAFIYA NOBLE GOVERNOR 2.00 X 0 0 0 DR DIANNE PINDERHUGHES GOVERNOR 2.00 X 0 0 0 CARLA THOMPSON PAYTON GOVERNOR 2.00 X 0 0 0 ANTONIO WILLIAMS GOVERNOR 2.00 X 0 0 0 CHANDRA HAYSLETT VICE PRESIDENT, COMMUNICATIONS 40.00 X 215000 0 18742 QUINCI MOODY VICE PRESIDENT, FINANCE AND OPS. 40.00 X 208401 0 11335 JESSICA FULTON VICE PRESIDENT, POLICY 40.00 X 192208 0 18061 LASHONDA BRENSON SENIOR RESEARCHER 40.00 X 144003 0 15517 TYKIA WARDEN VICE PRESIDENT, DEVELOPMENT 40.00 X 134135 0 5024 1162593 0 73371 7 0 1 0 LEADERFIT PO BOX 6326 WASHINGTON DC 20015 EXECUTIVE SEARCH 158000 ENGLISH HUDSON LLC 2382 GENERATION DRIVE RESTON VA 20191 DEVELOPMENT CONSULTING 132500 2 4081881 4081881 AARP RESEARCH 900099 100636 100636 100636 3652 3652 4186169 100636 0 3652 X 273538 98474 144975 30089 1531794 867660 537730 126404 23287 15281 5509 2497 103473 63040 29293 11140 155752 92552 48326 14874 142679 9662 133017 1212309 979654 232655 251110 242527 3734 4849 66524 39693 25218 1613 50209 29129 10717 10363 90709 51434 29953 9322 47581 35450 8464 3667 97831 93476 2787 1568 10511 6685 2843 983 BUSINESS REG. FEES 975 975 4058282 2624717 983541 450024 8204601 9387556 831374 1005126 2280518 1348530 49999 25636 0 150012 11366492 11916860 212335 279877 0 200000 0 154939 212335 634816 X 4528019 7402763 6626138 3879281 11154157 11282044 11366492 11916860 127887 0 X X 0 1 X 1 0 X 1221813 1228390 6104092 7285501 4081881 19921677 1221813 1228390 6104092 7285501 4081881 19921677 7750470 12171207 0 0 794 343 3652 4789 4753 2191 905 1200 9049 19935515 100636 0.61050 0.64420 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISC INCOME - 2018 AMOUNT: $ 4,753. 2019 AMOUNT: $ 2,191. 2020 AMOUNT: $ 905. SPEAKER HONORARIA - 2021 AMOUNT: $ 1,200. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1175 1175 4057107 4058282 352914 88229 0 0 183463 174428 253801 352914 964606 1446909 336 0 0 1175 1511 45866 43607 63450 88229 241152 361728 336 0 0 0 336 0 OPERATING LEASE OBLIGATION 154939 154939 X 4226822 40653 40653 4186169 0 4186169 4098935 40653 40653 4058282 0 4058282 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 2019. X X X 0 0 0 0 0 0 0 0 0 SPENCER OVERTON PRESIDENT 268846 0 0 0 0 0 4452 0 240 0 273538 0 0 0 CHANDRA HAYSLETT VICE PRESIDENT, COMMUNICATIONS 215000 0 0 0 0 0 7029 0 11713 0 233742 0 0 0 QUINCI MOODY VICE PRESIDENT, FINANCE AND OPS. 208401 0 0 0 0 0 1853 0 9482 0 219736 0 0 0 JESSICA FULTON VICE PRESIDENT, POLICY 192208 0 0 0 0 0 9610 0 8451 0 210269 0 0 0 LASHONDA BRENSON SENIOR RESEARCHER 144003 0 0 0 0 0 7200 0 8317 0 159520 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 SIGNIFICANT CHANGES WERE MADE TO THE BYLAWS IN SEPTEMBER 2022. CHANGES INCLUDED: 1. ADJUSTMENTS TO BOARD COMPOSITION, ELECTION, TERM, AND QUALIFICATIONS 2. ADJUSTMENTS TO REMOVAL OR RESIGNATION OF GOVERNORS AND OFFICERS RULES AND VOTING 3. ADDITION OF SECTION ON ELECTION, TERM AND QUALFICATION OF CHAIR POSITION 4. ADDITON OF SECTION ON NOTICE OF MEETINGS OF THE BOARD OF GOVERNORS 5. ADDITION OF SECTION ON ANNUAL REPORTING OF COMMITTEES 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 IN 2021, 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. 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 62,609. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 62,609. RESEARCH & WRITING CONSULTANTS: PROGRAM SERVICE EXPENSES 361,795. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 361,795. PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 8,819. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,819. OTHER CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 55,763. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 232,655. TOTAL EXPENSES 288,418. EXECUTIVE SEARCH SERVICES: PROGRAM SERVICE EXPENSES 397,250. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 397,250. EVENT PRODUCTION SERVICES: PROGRAM SERVICE EXPENSES 33,418. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 33,418. REAL ESTATE SERVICES: PROGRAM SERVICE EXPENSES 60,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 60,000. 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.