2023-11-13T09:05:49-06:00 2022-12-31 111986323 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2022-01-01 043411708 BALLOT INITIATIVE STRATEGY CENTER INC BALL 2022232373 1660 L STREET NW 605 WASHINGTON DC 20036 CHRIS MELODY FIELDS FIGUEREDO EXECUTIVE DIRECTOR 2022232373 2023-11-08 1 CHRIS MELODY FIELDS FIGUER 999009999 0 AARON M FOX P01365820 2022274000 2023-11-07 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHRIS MELODY FIGUEREDO 1660 L STREET NW 605 WASHINGTON DC 20036 2250670 0 X WWW.BALLOT.ORG X 1998 DC TO STRENGTHEN DEMOCRACY BY BUILDING A NATIONAL PROGRESSIVE STRATEGY FOR BALLOT MEASURES. 12 12 19 15 0 0 4731117 2019325 106713 230492 0 528 4610 325 4842440 2250670 502600 509800 0 0 1064060 1330547 0 0 152623 825754 1480450 2392414 3320797 2450026 -1070127 3580828 3237638 320641 1047578 3260187 2190060 X BALLOT INITIATIVE STRATEGY CENTER, INC. (BISC) STRENGTHENS DEMOCRACY BY BUILDING A NATIONAL PROGRESSIVE STRATEGY FOR BALLOT MEASURES. 0 0 1385773 507300 STRATEGIC PARTNERSHIPS ENCOMPASSES OUR V2030/ALIGNMENT WORK, OUR WORK WITH OVER 60 NATIONAL AND STATE PARTNERS AND FUNDERS GEARED TO BETTER ALIGN THE BALLOT MEASURE SPACE AND DEVELOP AND IMPLEMENT LONG TERM STRATEGIC IMPERATIVES FOR THE FIELD. 240320 2500 POLICY AND LEGAL ADVOCACY ENCOMPASSES WORKING WITH STATE AND NATIONAL PARTNERS, INCLUDING BISC'S LAWYER'S GUILD, TO PROTECT DIRECT DEMOCRACY AND PROGRESSIVE BALLOT MEASURE WINS AROUND THE COUNTRY, WORKING WITH STATE AND NATIONAL PARTNERS ON THE DEVELOPMENT OF EQUITABLE AND STRATEGIC BALLOT MEASURE POLICIES, AS WELL AS THE TRACKING OF BALLOT MEASURES AND ANALYSIS OF BALLOT MEASURE TRENDS. 236258 17950 THE TRAINING AND ORGANIZING CATEGORY ENCOMPASSES OUR CAPACITY BUILDING PROGRAM. THE CAPACITY BUILDING PROGRAM IS COMPRISED OF OUR FORMAL TRAINING PROGRAM THAT DEVELOPS CURRICULA AND TRAINS THE FIELD IN THE SKILLS NEEDED TO RUN AND WIN A TRANSFORMATIVE AND EQUITABLE BALLOT MEASURE CAMPAIGNS, AS WELL AS BISC'S PEER-TO-PEER AND SKILLS BUILDING COHORTS, WHICH HELP PARTNERS ACROSS THE COUNTRY MOVE UP BISC'S LEADERSHIP DEVELOPMENT LADDER AND SHARE BEST PRACTICES AND LEARN FROM ONE ANOTHER ON AN ONGOING BASIS. 196235 COMMUNICATIONS: BISC USES EMAIL, SOCIAL MEDIA, AND PRESS INTERVIEWS TO COMMUNICATE ABOUT CRITICAL BALLOT MEASURES AND CAMPAIGNS AROUND THE COUNTRY. 141245 ORGANIZATIONAL DEVELOPMENT 366625 212542 ROAD AHEAD 2022 704105 212542 2566456 0 1 0 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 0 0 0 1 23 0 1 19 1 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X VICTORIA WARD 2022232373 1660 L STREET NW 605 WASHINGTON DC 20036 KENNY DIGGS CHAIR 1.00 X X 0 0 0 SARAH STANDIFORD TREASURER 1.00 X X 0 0 0 BRANDON BOSWELL DIRECTOR 1.00 X 0 0 0 NADIA BELKIN DIRECTOR 1.00 X 0 0 0 JENNIFER EPPS-ADDISON DIRECTOR 1.00 X 0 0 0 LARA GRANICH DIRECTOR 1.00 X 0 0 0 ANDREA MARTA DIRECTOR 1.00 X 0 0 0 DESMOND MEADE DIRECTOR 1.00 X 0 0 0 TOMAS ROBLES DIRECTOR 1.00 X 0 0 0 SUZANNE RUECKER DIRECTOR 1.00 X 0 0 0 GAIL STOLTZ DIRECTOR 1.00 X 0 0 0 BECCA UHERBELAU DIRECTOR 1.00 X 0 0 0 CHRIS MELODY FIELDS FIGUEREDO EXECUTIVE DIRECTOR 20.00 X 208303 0 26699 208303 0 26699 1 0 1 0 TOPOS PARTNERSHIP 1865 BROAD STREET PROVIDENCE RI 02905 RESEARCH SERVICES 152321 KITA WASHINGTON CENTERLLC 1660 L STREET NW WASHINGTON DC 20036 RESEARCH SERVICES 139941 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 ACCOUNTING AND HR 137813 3 2019325 2019325 TRAINING FEES 900099 212542 212542 CONFERENCE 900099 17950 17950 230492 528 528 MISCELLANEOUS 900099 325 325 325 2250670 230492 0 853 X 509800 509800 235003 152752 58751 23500 790251 515051 202653 72547 40568 26439 10398 3731 182357 118809 46605 16943 82368 53654 21012 7702 12290 12290 101807 101807 759353 701417 32930 25006 15541 7679 7735 127 18784 18784 85543 67977 16454 1112 69655 20874 47701 1080 341594 330471 11123 31105 24645 6051 409 3486 2762 678 46 SUBSCRIPTIONS 40760 34126 6214 420 TAXES & FEES 532 532 3320797 2566456 601718 152623 2428985 2021078 850000 100000 46806 1555 178387 128957 38032 49430 28998 770616 188007 294959 3580828 3237638 198283 158724 122358 888854 320641 1047578 X 615187 1665060 2645000 525000 3260187 2190060 3580828 3237638 -1070127 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 129397 96071 33326 48990 32886 16104 49430 DUE FROM BISC FOUNDATION 283140 DEPOSITS 11819 294959 LEASE LIABILITY 888854 888854 X 2250670 0 2250670 0 2250670 3320797 0 3320797 0 3320797 PART X, LINE 2: FOR THE YEAR ENDED DECEMBER 31, 2022, BISC HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 1 ACTIVATE 48 EDUCATION FUND 5716 NORTH 19TH AVENUE PHOENIX AZ 85015 871035546 501(C)(3) 285000 0 RESEARCH ARIZONA WINS 530 E MCDOWELL ROAD STE 107-189 PHOENIX AZ 85004 364781665 501(C)(4) 125000 0 RESEARCH PROGRESS ARIZONA 530 E MCDOWELL ROAD STE 107-410 PHOENIX AZ 85004 833393572 501(C)(4) 50000 0 RESEARCH ARIZONA DEMOCRACY RESOURCE CENTER ACTION 401 WEST BASELINE ROAD STE 205 TEMPE AZ 85283 873214348 501(C)(4) 40000 0 RESEARCH 1 3 PART I, LINE 2: GRANTEE MUST PROVIDE GRANTOR AN INTERIM PROGRESS REPORT AS REQUESTED BY GRANTOR. INTERIM REPORT GUIDELINES: (1) GRANTEE SHALL PROVIDE REGULAR VERBAL AND WRITTEN UPDATES ON PROGRESS AT MUTUALLY AGREED UPON POINTS THROUGH THE GRANT PERIOD (2) A FINAL REPORT ON THE PROJECT WITHIN THIRTY (30) DAYS OF THE END OF THE GRANT PERIOD, WHICH SHALL BE APRIL 13, 2022. THE REPORT, DUE ON MAY 13 2022, SHALL INCLUDE: (1) A DETAILED DESCRIPTION OF WHAT WAS ACCOMPLISHED BY THE EXPENDITURE OF GRANT FUNDS,INCLUDING A DISCUSSION OF THE PROGRESS MADE TOWARD ACHIEVING THE GOALS OF THE GRANT; (2) A FINANCIAL ACCOUNTING OF HOW THE FUNDS WERE SPENT WHICH HAS BEEN CERTIFIED AS CORRECT BY A RESPONSIBLE FINANCIAL OFFICER OF GRANTEE; AND (3) AN EVALUATION OF THE IMPACT AND RESULTS OF WORK UNDERTAKEN AND AN ASSESSMENT OF PROGRESS THAT HAS BEEN MADE IN MEETING STATED GOALS. THE SUBMITTED REPORT MUST BE SIGNED BY AN OFFICER AND INCLUDE THE FOLLOWING CERTIFICATION INSIDE THE REPORT OR IN AN ATTACHED LETTER: "GRANTEE WARRANTS THAT IT IS IN FULL COMPLIANCE WITH ITS GRANT AGREEMENT WITH GRANTOR AND THAT ALL RESTRICTIONS, INCLUDING THOSE REGARDING THE USE OF THE GRANT FUNDS FOR POLITICAL ACTIVITIES, SET FORTH IN THAT AGREEMENT HAVE BEEN OBSERVED." X X X 0 0 0 0 0 0 0 0 0 CHRIS MELODY FIELDS FIGUEREDO EXECUTIVE DIRECTOR 194630 0 13673 0 0 0 9732 0 16967 0 235002 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE AUDITED FINANCIAL STATEMENTS, ALONG WITH THE FEDERAL FORM 990. BISC'S COUNSEL ALSO REVIEWS THE DRAFT VERSION OF THE FEDERAL FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C IN ORDER TO ADDRESS A CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS OR, IF APPLICABLE, TO THE EXECUTIVE COMMITTEE WHEN CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. IF THE BOARD OR EXECUTIVE COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A DIRECTOR HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE DIRECTOR OF THE BASIS FOR SUCH BELIEF AND AFFORD THE DIRECTOR AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE DIRECTOR'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE BOARD OR COMMITTEE DETERMINES THE DIRECTOR HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15A PRIOR TO DETERMINING A COMPENSATION INCREASE FOR THE EXECUTIVE DIRECTOR, A COMPENSATION ANALYSIS IS COMPLETED BY THE HUMAN RESOURCES CONSULTANT. THIS ANALYSIS IS COMPILED USING SALARY INFORMATION FROM FORM 990S AND SURVEYS FROM SIMILAR ORGANIZATIONS. THIS INFORMATION IS PROVIDED TO THE BOARD OF DIRECTORS FOR THEIR USE IN DETERMINING A SALARY INCREASE FOR THE EXECUTIVE DIRECTOR AS PART OF AN ANNUAL EVALUATION PROCESS. ANY INCREASE IN COMPENSATION FOR THIS POSITION REQUIRES APPROVAL OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS THEN PROVIDES A LETTER OR EMAIL TO THE HUMAN RESOURCES STAFF ON THE NEWLY APPROVED SALARY AND EFFECTIVE DATE. FORM 990, PART VI, SECTION C, LINE 19 BISC MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER CONSULTING: PROGRAM SERVICE EXPENSES 158,037. MANAGEMENT AND GENERAL EXPENSES 30,273. FUNDRAISING EXPENSES 25,006. TOTAL EXPENSES 213,316. RESEARCH: PROGRAM SERVICE EXPENSES 543,380. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 543,380. PAYROLL SERVICE FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,657. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,657. FORM 990, PART V, LINE 2A BISC AND BISC FOUNDATION HAVE A COST SHARING AGREEMENT PURSUANT TO WHICH BISC FOUNDATION REIMBURSES BISC FOR BISC FOUNDATION'S SHARE OF ANY EMPLOYEE TIME DEVOTED TO ITS ACTIVITIES. EMPLOYEES RECEIVE A W-2 FROM BISC.