2023-09-22T08:03:18-05:00 2022-12-31 HAN GROUP LLC 1020 19TH STREET NW SUITE 800 WASHINGTON DC 20036 990 2022-01-01 521120274 COMMUNITY ACTION PARTNERSHIP COMM 2022657546 1020 19TH STREET NW 700 WASHINGTON DC 20036 DENISE HARLOW CHIEF EXECUTIVE OFFICER 2022657546 2023-09-21 1 DENISE HARLOW 999009999 0 JENNIFER S HAN P00633304 2022937000 2023-09-20 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z DENISE HARLOW 1020 19TH STREET NW 700 WASHINGTON DC 20036 7967474 0 X WWW.COMMUNITYACTIONPARTNERSHIP.COM X 1986 DC THE MISSION OF THE NATIONAL COMMUNITY ACTION PARTNERSHIP IS TO ENSURE THE CAUSES AND CONDITIONS OF POVERTY ARE EFFECTIVELY ADDRESSED AND TO STRENGTHEN, PROMOTE, REPRESENT, AND SERVE THE COMMUNITY ACTION NETWORK. 15 15 31 20 14500 0 4114474 3250547 1842453 4229699 98348 83720 17559 20996 6072834 7584962 26703 51113 0 0 2248176 2348613 0 0 17832 3737279 4258201 6012158 6657927 60676 927035 5948943 7963690 759470 2171372 5189473 5792318 X THE MISSION OF THE NATIONAL COMMUNITY ACTION PARTNERSHIP IS TO ENSURE THE CAUSES AND CONDITIONS OF POVERTY ARE EFFECTIVELY ADDRESSED AND TO STRENGTHEN, PROMOTE, REPRESENT, AND SERVE THE COMMUNITY ACTION NETWORK. 0 0 2756744 1158176 TRAINING AND TECHNICAL ASSISTANCE: THE TRAINING AND TECHNICAL ASSISTANCE DEPARTMENT BUILDS COMMUNITY ACTION AGENCY CAPACITY TO ADDRESS THE CAUSES AND CONDITIONS OF POVERTY AND STRENGTHEN ORGANIZATIONAL CAPACITY AND EFFICIENCIES. THE TRAINING AND TECHNICAL ASSISTANCE IS FUNDED THROUGH COOPERATIVE AGREEMENTS FUNDED BY THE US DEPARTMENT OF HEALTH AND HUMAN SERVICES, OFFICE OF COMMUNITY SERVICES, DIVISION OF COMMUNITY ASSISTANCE. ADDITIONALLY, THESE EFFORTS ARE FUNDED BY PRIVATE FOUNDATION GRANTS. CURRENT TTA INITIATIVES INCLUDE BUT ARE NOT LIMITED TO: - THE LEARNING COMMUNITIES RESOURCE CENTER (LCRC)- CSBG CENTER OF EXCELLENCE (COE)- PATHWAYS TO EXCELLENCE- WHOLE FAMILY APPROACH INITIATIVES- SNAP E&T- TRANSFORMING LEADERSHIP AND THE HUMAN SERVICES ECOSYSTEM INITIATIVE 1207908 1651545 ANNUAL CONVENTION AND MLTC: THE ANNUAL MEETING (BUSINESS MEETING) OF THE MEMBERSHIP IS CONVENED DURING THIS CONVENTION. THIS 5-DAY CONVENTION INCLUDED A GENERAL OPENING SESSION AND A GENERAL CLOSING SESSION. THE MEMBERS ATTENDED TRAININGS COVERING PROMISING ANTI-POVERTY PRACTICES, ADVANCING EQUITY, ENERGY AND WEATHERIZATION, AGENCY GOVERNANCE, HEAD START/EDUCATION, HOUSING, LEADERSHIP, COMMUNITY ECONOMIC DEVELOPMENT, JOB CREATION, MANAGEMENT AND ORGANIZATIONAL DEVELOPMENT, AND RISK MANAGEMENT. 198296 74915 CERTIFIED COMMUNITY ACTION PROFESSIONAL: AN ASSOCIATION-SPONSORED, INDEPENDENTLY GOVERNED PROFESSIONAL CERTIFICATION PROCESS FOR INDIVIDUALS EMPLOYED IN THE WORK OF COMMUNITY ACTION AT LOCAL, STATE, AND NATIONAL LEVELS. CCAP IS THE PREMIER PROFESSIONAL CERTIFICATION AND RECOGNITION PROGRAM DESIGNED SPECIFICALLY FOR AMERICA'S POVERTY-FIGHTING NETWORK. 183623 9500 1065275 MEMBER SERVICES 86505 36055 AWARD FOR EXCELLENCE AND PATHWAYS 883792 41613 229233 OTHER PROGRAMS 1153920 51113 1330563 5316868 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 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 0 1 0 0 0 1 41 0 1 31 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AR CA CO CT FL GA HI IL KS KY LA ME MD MA MI MN MS MO NV NH NJ NM NY NC ND OH OK OR PA RI SC TN TX UT X X DENISE HARLOW 2022657546 1020 19TH STREET NW SUITE 700 WASHINGTON DC 20036 DALITSO S SULAMOYO PHD CHAIR 1.00 X 0 0 0 RICK BAKER 1ST VICE CHAIR 1.00 X 0 0 0 ELIZABETH STEINBERG 2ND VICE CHAIR 1.00 X 0 0 0 BRYAN DUNCAN 3RD VICE CHAIR 1.00 X 0 0 0 PETER KILDE SECRETARY 1.00 X 0 0 0 DREAMA PADGETT TREASURER 1.00 X 0 0 0 LYNNE ALGRANT BOARD MEMBER 1.00 X 0 0 0 CENIA BOSMAN BOARD MEMBER 1.00 X 0 0 0 ANDREW DEVANY BOARD MEMBER 1.00 X 0 0 0 PAUL D DOLE BOARD MEMBER 1.00 X 0 0 0 JAY DOMAN BOARD MEMBER (UNTIL 11/2022) 1.00 X 0 0 0 STEVE GELLER BOARD MEMBER (UNTIL 02/2022) 1.00 X 0 0 0 MICHELLE H JAMES MBA BOARD MEMBER 1.00 X 0 0 0 MATTIE MENDEZ BOARD MEMBER 1.00 X 0 0 0 WILLY SODERHOLM BOARD MEMBER 1.00 X 0 0 0 KAREN SWENSON BOARD MEMBER 1.00 X 0 0 0 AMY TURNER BOARD MEMBER (UNTIL 09/2022) 1.00 X 0 0 0 EDITH WHITE BOARD MEMBER 1.00 X 0 0 0 DENISE HARLOW CHIEF EXECUTIVE OFFICER 50.00 X 207753 0 23874 JOVITA A TOLBERT SENIOR VICE PRESIDENT 41.00 X 145077 0 15745 TIFFNEY MARLEY SENIOR VP, PRACTICE TRANSFORMATION 46.00 X 134273 0 20166 LILLIE S SEELS DIRECTOR, PRACTICE TRANSFORMATION 47.00 X 129534 0 18121 MARIBETH SCHNEBER-RHEMREV DIRECTOR, ORG. CAPACITY BUILDING 40.00 X 124352 0 17810 AARON WICKS VICE PRESIDENT 45.00 X 108422 0 12719 849411 0 108435 6 0 1 0 MARCUM LLP 1899 L STREET NW 800 WASHINGTON DC 20036 ACCOUNTING & HR SERVICES 402984 MARRIOTT MARQUIS NEW YORK 1535 BROADWAY NEW YORK CITY NY 10036 HOTEL 317000 JEANNIE CHAFFIN LLC 6002 HARNSBERQER BARN COURT MANASSAS VA 20112 CONSULTANT SERVICES 111224 3 1749638 1500909 3250547 REGISTRATION FEES 611430 1755443 1755443 PROGRAM SERVICE FEES 900099 1168676 1168676 MEMBERSHIP DUES 900099 1059275 1059275 SPONSORSHIP 611430 189000 189000 EXHIBIT 561143 42805 42805 14500 14500 4229699 47954 47954 11300 0 11300 11300 11300 418278 382512 35766 35766 35766 OTHER INCOME 900099 9696 9696 9696 7584962 4215199 14500 104716 X 51113 51113 231627 86997 144630 1737553 1433223 295022 9308 59661 52909 6400 352 156538 128305 27431 802 163234 129354 33096 784 514 64 450 426442 426442 7783 7783 1367817 1260463 104024 3330 221884 209871 11737 276 162080 117123 44757 200 296791 234356 60990 1445 231064 191714 39350 1404458 1354365 50093 1200 949 245 6 22412 15628 6739 45 CREDIT CARD&OTHER SVC 55910 55910 DUES AND SUBSCRIPTIONS 42724 41477 1 1246 BUSINESS TAXES 4737 4737 STAFF RECRUITMENT 2162 1643 519 10223 7314 2871 38 6657927 5316868 1323227 17832 3348787 931358 18722 3232054 618775 575864 60685 574145 101554 171367 65871 61871 5200 4000 1759440 1497855 35780 977047 5948943 7963690 416546 574984 180411 515798 162513 1080590 759470 2171372 X 3336424 4203418 1853049 1588900 5189473 5792318 5948943 7963690 927035 -324190 0 X X 0 1 X 1 1 1 X 2185653 4366928 3414747 4114474 3250547 17332349 2185653 4366928 3414747 4114474 3250547 17332349 3524212 13808137 24254 26431 22951 37657 59254 170547 564 6559 9696 16819 17519715 10759286 0.78810 0.85050 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 0. 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 564. 2021 AMOUNT: $ 6,559. 2022 AMOUNT: $ 9,696. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4535 10582 15117 6607996 6623113 481156 120289 0 0 369675 340760 450608 481156 1642199 2463299 13069 31800 30875 15117 90861 92419 85190 112652 120289 410550 615825 3921 9540 9263 4535 27259 22876 18876 4000 12835 12835 0 30160 30160 0 4000 DEPOSITS 35780 RIGHT-OF-USE-ASSETS - OPERATING LEASE 941267 977047 OPERATING LEASE LIABILITY 1080590 1080590 X 7252989 -324190 -324190 7577179 7783 7783 7584962 6650144 0 6650144 7783 7783 6657927 PART X, LINE 2: THE PARTNERSHIP FOLLOWS THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ASC 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 PARTNERSHIP'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN INCOME TAX EXPENSES. THE PARTNERSHIP 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 IN THE 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 PARTNERSHIP FILES TAX RETURNS. 1 NATIONAL COMMUNITY ACTION FOUNDATION 400 NORTH CAPITOL ST NW 780 WASHINGTON DC 20001 521219782 SECTION 501(C)(3) 20000 0 ONYX SPONSORSHIP FOR THE 2022 NCAF CONFERENCE COMMUNITY ACTION KENTUCKY 101 BURCH COURT FRANKFORT KY 40601 610865554 SECTION 501(C)(3) 10344 0 KENTUCKY TORNADO RELIEF FUNDS FOR CAAS IN IMPACTED COMMUNITIES RACE FORWARD 145 E 57TH STREET 4TH FLOOR NEW YORK NY 10022 942759879 SECTION 501(C)(3) 10000 0 SPONSORSHIP FOR GARE ANNUAL MEMBERSHIP MEETING 2022 & SPONSORSHIP FOR FACING RACE CONFERENCE 2022 3 0 PART I, LINE 2: THE ORGANIZATION ONLY SUBGRANTS TO ORGANIZATIONS WITH GOOD FINANCIAL STANDING. THE ORGANIZATION REQUIRES GRANTEES TO SUBMIT A GRANT REPORT PROVIDING DETAILS RELATED TO THE WORK ACCOMPLISHED. THE FUNDS ARE EXPENDED FOR PURPOSES OF SUPPORTING THE SALARY OF ONE INDIVIDUAL WITHIN THE SUBGRANTEE'S ORGANIZATION. X X X 0 0 0 0 0 0 0 0 0 DENISE HARLOW CHIEF EXECUTIVE OFFICER 207753 0 0 0 0 0 13555 0 10319 0 231627 0 0 0 JOVITA A TOLBERT SENIOR VICE PRESIDENT 145077 0 0 0 0 0 5426 0 10319 0 160822 0 0 0 TIFFNEY MARLEY SENIOR VP, PRACTICE TRANSFORMATION 134273 0 0 0 0 0 9847 0 10319 0 154439 0 0 0 PART I, LINE 3 COMPENSATION PROCESS FOR TOP OFFICIAL COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. COMPARABILITY DATA IS USED IN THE ANALYSIS. THE MOST RECENT COMPENSATION APPRAISAL WAS REVIEWED AND APPROVED BY THE BOARD DURING MARCH 2023. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS AS FOLLOWS: (A) REGULAR MEMBER: ANY FEDERALLY DEFINED COMMUNITY ACTION AGENCY PER THE CSBG ACT, CSBG ELIGIBLE ENTITY, ONE STATE ASSOCIATION OF ELIGIBLE ENTITIES FOR EACH STATE OR U.S. TERRITORY, AND ONE REGIONAL ASSOCIATION OF ELIGIBLE ENTITIES FOR EACH FEDERAL REGION SHALL BE ADMITTED AS A MEMBER OF THE PARTNERSHIP UPON RECEIPT OF THE APPROPRIATE MEMBERSHIP DUES. EACH MEMBER COMMUNITY ACTION AGENCY AND CSBG ELIGIBLE ENTITY UPON PAYMENT OF THE APPROPRIATE MEMBERSHIP DUES SHALL SPECIFY THE EXECUTIVE DIRECTOR/CHIEF EXECUTIVE OFFICER AND THE BOARD CHAIR WHO SHALL REPRESENT SUCH AGENCY AS THEIR VOTING MEMBERS. STATE AND REGIONAL ASSOCIATIONS OF ELIGIBLE ENTITIES SHALL SPECIFY ONE DESIGNEE (THE EXECUTIVE DIRECTOR OR OTHER DESIGNEE IF NO STAFF) WHO SHALL REPRESENT SUCH AGENCY AS THEIR VOTING MEMBER. (B) AFFILIATE OR ASSOCIATE MEMBER: ORGANIZATIONS OR PARTNERSHIPS OF SUCH ORGANIZATIONS WHOSE MISSION IS COMPATIBLE WITH THAT OF NCAP'S MISSION. UPON PAYMENT OF THEIR APPROPRIATE DUES, AFFILIATE MEMBERS RECEIVE ALL BENEFITS, WITH THE EXCEPTION OF VOTING RIGHTS AND SERVING ON THE NCAP BOARD OF DIRECTORS. (C) SUPPORTING MEMBERS: INCLUDES CORPORATE OR INDIVIDUAL MEMBERS. UPON PAYMENT OF THEIR APPROPRIATE DUES, SUPPORTING MEMBERS RECEIVE ALL BENEFITS WITH THE EXCEPTION OF VOTING RIGHTS AND SERVING ON THE NCAP BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS ELECT THE CHAIR, VICE CHAIRS, TREASURER, AND SECRETARY. ELECTIONS ARE HELD EVERY TWO YEARS FOR THE BOARD OF DIRECTORS. THE MEMBERS MUST APPROVE CHANGES TO THE BYLAWS AND ARTICLES OF INCORPORATION. FORM 990, PART VI, SECTION A, LINE 7B EACH REGULAR MEMBER IN GOOD STANDING SHALL HAVE FULL VOTING RIGHTS AT ALL MEMBERSHIP MEETINGS. BY-LAWS AND THE ARTICLES OF INCORPORATION MAY BE CHANGED OR AMENDED OR MAY BE ADDED TO, BY A MAJORITY VOTE OF THE MEMBERSHIP PRESENT IN PERSON OR BY PROXY AT ANY DULY CALLED MEMBERSHIP MEETING PROVIDING AT LEAST A THIRTY (30) DAYS WRITTEN NOTICE HAS BEEN GIVEN OF SUCH PROPOSED ACTION TO ALL MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWD AND APPROVED BY THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C MANAGEMENT ANNUALLY DISTRIBUTES THE CONFLICT OF INTEREST POLICY TO ITS MEMBERS AND OBTAINS THE SIGNED FORM FROM EACH MEMBER. CAP HAS A DESIGNATED PERSON TO TRACK ALL FORMS TO ENSURE RECEIPT. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PROCESS FOR TOP OFFICIAL COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. COMPARABILITY DATA IS USED IN THE ANALYSIS. THE MOST RECENT COMPENSATION APPRAISAL WAS REVIEWED AND APPROVED BY THE BOARD DURING MARCH 2023. FORM 990, PART VI, SECTION C, LINE 19 THEY ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G BUSINESS SERVICES: PROGRAM SERVICE EXPENSES 90,871. MANAGEMENT AND GENERAL EXPENSES 7,499. FUNDRAISING EXPENSES 240. TOTAL EXPENSES 98,610. POLICY ADVISORY SERVICES: PROGRAM SERVICE EXPENSES 27,846. MANAGEMENT AND GENERAL EXPENSES 2,298. FUNDRAISING EXPENSES 74. TOTAL EXPENSES 30,218. PRODUCTION SERVICES: PROGRAM SERVICE EXPENSES 26,632. MANAGEMENT AND GENERAL EXPENSES 2,198. FUNDRAISING EXPENSES 70. TOTAL EXPENSES 28,900. RISK MANAGEMENT SERVICES: PROGRAM SERVICE EXPENSES 15,263. MANAGEMENT AND GENERAL EXPENSES 1,260. FUNDRAISING EXPENSES 40. TOTAL EXPENSES 16,563. STAFFING SERVICES: PROGRAM SERVICE EXPENSES 57,021. MANAGEMENT AND GENERAL EXPENSES 4,706. FUNDRAISING EXPENSES 151. TOTAL EXPENSES 61,878. CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 1,042,830. MANAGEMENT AND GENERAL EXPENSES 86,063. FUNDRAISING EXPENSES 2,755. TOTAL EXPENSES 1,131,648. FORM 990, PART XII, LINE 2C THE PARTNERSHIP DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. COMMUNITY ACTION FINANCIAL INSTITUTE 1020 19TH STREET NW SUITE 700 WASHINGTON DC 20036 451658228 FINANCE JOB CREATION PROJECTS IN DISTRESSED COMMUNITIES. DC 501(C)(3) PUBLIC CHARITY COMMUNITY ACTION PARTNERSHIP 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0