2023-11-14T17:33:51-06:00 2022-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2022-01-01 821780610 LEADERSHIP NOW PROJECT LEAD 2026596570 1401 K STREET NW 900 WASHINGTON DC 20005 DANIELLA BALLOU-AARES CEO 2026596570 2023-11-14 1 DANIELLA BALLOU-AARES 999009999 0 RICHARD J LOCASTRO CPA P00288314 3019519090 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DANIELLA BALLOU-AARES 1401 K STREET NW 900 WASHINGTON DC 20005 3259836 0 X WWW.LEADERSHIPNOWPROJECT.ORG X 2017 DC SEE PART III, LINE 1. 3 2 20 150 0 0 1448214 1409099 915230 1849737 0 0 0 1000 2363444 3259836 0 30000 0 0 1210777 1692952 0 0 11825 838951 1746329 2049728 3469281 313716 -209445 977589 868334 298981 399171 678608 469163 X LEADERSHIP NOW PROJECT IS A NATIONAL MEMBERSHIP ORGANIZATION OF NEXT GENERATION BUSINESS LEADERS COMMITTED TO RENEWING OUR DEMOCRACY. WE ARE ENLISTING OUR COUNTRY'S BEST TALENT - THE INNOVATORS, INFLUENCERS, AND INVESTORS - AND LEVERAGING THEIR (CONTINUED ON SCHEDULE O)EXPERTISE, NETWORKS, AND RESOURCES TO ADVANCE THE CAUSE. LEADERSHIP NOW PROJECT TRANSCENDS PARTY LINES WITH FOUR UNIVERSAL PRINCIPLES: (1) WE MUST PROTECT OUR DEMOCRACY WHILE RENEWING IT. (2) FACTS AND SCIENCE MATTER. (3) OUR ECONOMY MUST WORK FOR ALL. (4) DIVERSITY IS AN ASSET. 0 0 1030940 30000 535442 WE USED OUR PLATFORM TO INFORM AND ENGAGE BUSINESS LEADERS ON ISSUES RELATED TO SUPPORT FOR POLICIES TO IMPROVE THE FUNCTIONING OF DEMOCRACY (EXPANDING ACCESS TO VOTING, OBJECTIVE REDISTRICTING, RANKED-CHOICE VOTING, ELECTION PROTECTION). WE REACHED BUSINESS AUDIENCES THROUGH HIGH QUALITY ANALYSIS, ACADEMIC AND ALUMNI NETWORKS, EVENTS, EARNED MEDIA AND OTHER BUSINESS NETWORKS.LEADERSHIP NOW CONTINUES TO MOBILIZE BUSINESS ON ISSUES RELATED TO DEMOCRACY. LEADERSHIP NOW EARNED SIGNIFICANT CREDIBILITY AS ONE OF THE EARLIEST VOICES IN THE BUSINESS COMMUNITY TO MAKE THE LINKAGES BETWEEN A STRONG DEMOCRACY AND THE BUSINESS ENVIRONMENT. 1594235 1295525 LEADERSHIP NOW WORKS WITH MEMBERS AT THE STATE AND FEDERAL LEVEL TO IDENTIFY OPPORTUNITIES USE THEIR INFLUENCE, INVESTMENT AND EXPERTISE TO ADVANCE DEMOCRACY. LEADERSHIP ALSO PROVIDES RECOMMENDATIONS TO MEMBERS ON HIGH-IMPACT CAUSES AND INITIATIVES. 158149 18770 LEADERSHIP NOW MEMBERS WORKED TOGETHER TO IDENTIFY A LIST OF HIGHLY QUALIFIED, PRAGMATIC, TALENT NEW CANDIDATES FOR THE 2022 CYCLE. FOLLOWING A RIGOROUS PROCESS INVOLVING THE COLLECTION, SCORING, AND ANALYSIS OF CANDIDATE RECOMMENDATIONS, LEADERSHIP NOW MEMBERS INTERVIEWED CANDIDATES FOR THE U.S. HOUSE AND SENATE AND ROLLED THIS OUT FOR THE 2022 MIDTERM ELECTION CYCLE. 417795 OTHER PROGRAMS 417795 3201119 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 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 0 0 0 0 1 16 0 1 20 1 0 0 0 0 1 1 0 0 0 X 3 2 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 0 1 1 0 X DANIELLA BALLOU-AARES 2026596570 1401 K STREET NW 900 WASHINGTON DC 20005 DANIELLA BALLOU-AARES CEO 40.00 X X 287375 0 12026 KATHERINE COUSINS SECRETARY 0.50 X X 0 0 0 JEFF WALKER TREASURER 0.50 X X 0 0 0 SURAJ PATEL COO (UNTIL 9/2022) 40.00 X 194018 0 7011 MARJORIE CLIFTON CHIEF COMMS. OFFICER (FROM 2/2022) 40.00 X 189112 0 1406 LELA BRODSKY CHIEF OF STAFF (FROM 4/2022) 40.00 X 108608 0 3551 ZACHARY SMITH IMPACT MANAGER (UNTIL 9/2022) 40.00 X 102826 0 4113 881939 0 28107 5 0 1 0 CIVIITAS PUBLIC AFFAIRS GROUP 409 7TH STREET NW SUITE 350 WASHINGTON DC 20004 POLICY ADVISORS 320472 IGC - IN GOOD COMPANY LLC 5011 AVE F UNIT B AUSTIN TX 78751 COMMUNICATIONS 182977 MCPHERSON STRATEGIES LLC 199 STATE STREET BROOKLYN NY 11201 PR AND COMMUNICATIONS 124462 YOUR PART-TIME CONTROLLER LLC 1500 WALNUT ST SUITE 1200 PHILADELPHIA PA 19102 ACCOUNTING SERVICES 100145 4 163265 1245834 1409099 MEMBERSHIP DUES 900099 1826587 1826587 REGISTRATION FEES 900099 23000 23000 OTHER PROGRAM REVENUE 900099 150 150 1849737 SPEAKER HONORARIA 900099 1000 1000 1000 3259836 1849737 0 1000 X 30000 30000 500430 384811 109761 5858 1020283 978073 39363 2847 20944 19118 1704 122 41103 37193 3666 244 110192 99080 10526 586 15867 14367 1426 74 103688 74968 28226 494 1306164 1290231 15765 168 5017 3977 1040 4601 3744 849 8 38362 27395 10870 97 42356 31318 10847 191 55554 50061 5454 39 86385 79765 6596 24 1 1 2768 2097 659 12 SVC. CHARGES/PROC. FEES 22033 21794 235 4 DUES & SUBSCRIPTIONS 11113 7501 2628 984 PAYROLL PROCESSING 6096 5828 233 35 FISCAL SPONSOR FEES 32987 32987 13337 6811 6488 38 3469281 3201119 256337 11825 930361 718000 18225 138709 29003 11625 977589 868334 172642 248008 126339 151163 298981 399171 X 231885 -418779 446723 887942 678608 469163 977589 868334 -209445 0 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 241720 0 209320 32400 241720 0 PROJECT DEMOCRACY 1401 K ST NW SUITE 900 WASHINGTON DC 20005 881008330 32400 1 0 0 PART I-A, LINE 1: LEADERSHIP NOW MEMBERS WORKED TOGETHER TO BUILD A NEW LEADERS TO WATCH CANDIDATE LIST. FOLLOWING A RIGOROUS PROCESS INVOLVING THE COLLECTION, SCORING, AND ANALYSIS OF OVER 100 CANDIDATE RECOMMENDATIONS, LEADERSHIP NOW MEMBERS INTERVIEWED DOZENS OF CANDIDATES FOR THE U.S. HOUSE AND SENATE BEFORE SETTLING ON A FINAL SLATE. IN SELECTING OUR CANDIDATES, WE PRIORITIZED TALENT AND DIVERSITY. OUR CANDIDATES BRING STRONG ACADEMIC CREDENTIALS AND DEEP PROFESSIONAL EXPERIENCE FROM OUTSIDE OF POLITICS. THEY ARE SCIENTISTS, BUSINESS EXECUTIVES, MEDICAL DOCTORS, ENGINEERS, MILITARY LEADERS, AND NATIONAL SECURITY EXPERTS. REPRESENTING COMMUNITIES ACROSS THE COUNTRY, BOTH URBAN AND RURAL, OUR CANDIDATES ARE FORTY PERCENT RACIALLY OR ETHNICALLY DIVERSE AND MORE THAN HALF ARE WOMEN. 0 TUFTS UNIVERSITY AGIS 80 GEORGE STREET MEDFORD MA 02155 042103634 501(C)(3 30000 0 RESEARCH ON THE CIVIC ROLE OF BUSINESS LEADERS 1 0 X X 0 0 0 0 0 0 0 1 0 DANIELLA BALLOU-AARES CEO 287375 0 0 0 0 0 12000 0 26 0 299401 0 0 0 SURAJ PATEL COO (UNTIL 9/2022) 165143 0 28875 0 0 0 7011 0 0 0 201029 0 0 0 MARJORIE CLIFTON CHIEF COMMS. OFFICER (FROM 2/2022) 189112 0 0 0 0 0 1406 0 0 0 190518 0 0 0 PART I, LINE 7 SURAJ PATEL RECEIVED A BONUS OF $28,875 AND ZACHARY SMITH RECEIVED A BONUS OF $2,500. FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION HAS THE FOLLOWING CLASSES OF MEMBERSHIP: GENERAL MEMBERS, SUSTAINING MEMBERS, INVESTOR MEMBERS, YOUNG PROFESSIONAL MEMBERS, AND ACADEMIC MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B LEADERSHIP MEMBERS HAVE THE RIGHT TO VOTE ON ANY TYPE OF FUNDAMENTAL TRANSACTION OF THE CORPORATION, INCLUDING AN AMENDMENT OF THE ARTICLES OF INCORPORATION OR THESE BYLAWS, A MERGER, A MEMBERSHIP EXCHANGE, A SALE OF ALL OR SUBSTANTIALLY ALL OF THE ORGANIZATION'S ASSETS, DOMESTICATION, CONVERSION, OR DISSOLUTION OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 8B LEADERSHIP NOW DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY SENIOR STAFF WITH THE ASSISTANCE OF OUTSIDE ACCOUNTANTS AND IS REVIEWED BY THE CEO. A COPY OF THE 990 WAS SHARED WITH THE BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS ANNUALLY SIGNS A STATEMENT WHICH AFFIRMS SUCH PERSON HAS RECEIVED A COPY OF THE POLICY, HAS READ AND UNDERSTOOD THE POLICY, AND AGREES TO COMPLY WITH THE POLICY. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON DISCLOSES THE EXISTENCE OF THE FINANCIAL INTEREST AND IS GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF ANY CONFLICT OF INTEREST AND ANY DISCUSSION WITH THE INTEREST PERSON, HE/SHE LEAVES THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE REMAINING BOARD OR COMMITTEE MEMBERS DECIDE IF A CONFLICT OF INTEREST EXISTS. THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE MAY APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE DETERMINES WHETHER THE CORPORATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE, THE GOVERNING BOARD OR COMMITTEE DETERMINES BY MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE CORPORATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A DIRECTOR, PRINCIPAL OFFICER OR MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT INFORMS SUCH PERSON OF THE BASIS FOR SUCH BELIEF AND AFFORD THE PERSON AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE RESPONSE AND FURTHER INVESTIGATION, THE GOVERNING BOARD OR COMMITTEE DETERMINES SUCH PERSON HAS FAILED TO DISCLOSE A CONFLICT OF INTEREST, IT TAKES APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION FOR THE ORGANIZATION'S CEO AND COO INCLUDE A REVIEW AND APPROVAL BY THE BOARD AND ADVISORY BOARD. BENCHMARKING INFORMATION AND COMPENSATION FROM SIMILAR ORGANIZATIONS ARE USED IN THE REVIEWS. THE LAST COMPENSATION REVIEW TOOK PLACE IN SUMMER 2021. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONS'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G SUBCONTRACTORS: PROGRAM SERVICE EXPENSES 586,170. MANAGEMENT AND GENERAL EXPENSES 15,659. FUNDRAISING EXPENSES 166. TOTAL EXPENSES 601,995. CONSULTANTS: PROGRAM SERVICE EXPENSES 704,061. MANAGEMENT AND GENERAL EXPENSES 106. FUNDRAISING EXPENSES 2. TOTAL EXPENSES 704,169.