2023-11-10T11:05:04-06:00 2022-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2022-01-01 861704152 STATES UNITED DEMOCRACY CENTER INC STAT 2029999305 1101 17TH STREET 250 WASHINGTON DC 20036 JOANNA LYDGATE PRESIDENT 2029999305 2023-11-10 1 JOANNA LYDGATE 999009999 0 RICHARD J LOCASTRO CPA P00288314 3019519090 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOANNA LYDGATE 1101 17TH STREET 250 WASHINGTON DC 20036 14524982 0 X WWW.STATESUNITEDDEMOCRACY.ORG X 2021 DE SEE PART III, LINE 1. 7 6 0 6 0 0 5028276 14524982 0 0 0 0 0 0 5028276 14524982 0 557500 0 0 1282158 5017185 0 0 241307 2618733 3707496 3900891 9282181 1127385 5242801 2130024 8757900 1002639 2387714 1127385 6370186 THE STATES UNITED DEMOCRACY CENTER IS A NONPARTISAN ORGANIZATION ADVANCING FREE, FAIR, AND SECURE ELECTIONS. WE CONNECT STATE AND LOCAL OFFICIALS, LAW ENFORCEMENT LEADERS, AND PRO-DEMOCRACY PARTNERS ACROSS AMERICA WITH THE TOOLS AND EXPERTISE THEY NEED TO SAFEGUARD DEMOCRACY. 0 0 8187136 557500 LEGAL AND RESEARCH: STATES UNITED PROTECTS ELECTIONS BY SUPPORTING PRO-DEMOCRACY MEASURES FROM STATE LEADERS WHO OVERSEE OUR ELECTIONS, CHALLENGING ANTI-VOTER MEASURES THROUGH LITIGATION, AND FINDING POLICY SOLUTIONS TO PROTECT ELECTIONS. WE HAVE ENGAGED IN WORK AROUND ELECTION PROTECTION, ACCOUNTABILITY FOR DEMOCRACY VIOLATORS, PREVENTING POLITICAL VIOLENCE, AND COUNTERING ELECTION DISINFORMATION. STATES UNITED HAS ALSO PUBLISHED NONPARTISAN RESEARCH AND RESOURCES ON EFFORTS TO UNDERMINE FREE AND FAIR ELECTIONS, GUIDES TO ELECTION POWERS IN THE STATES, RESEARCH ON POLL OBSERVER LAWS, AND GUIDANCE FOR LAW ENFORCEMENT OFFICIALS ON POLITICAL VIOLENCE. 8187136 1 1 0 0 0 0 0 0 0 0 1 0 0 0 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 50 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI X JOANNA LYDGATE 2029999305 1101 17TH STREET 250 WASHINGTON DC 20036 JOANNA LYDGATE PRESIDENT 25.00 15.00 X X 0 371667 46794 NORM EISEN CO-CHAIR 15.00 5.00 X X 0 0 0 CHRISTINE TODD WHITMAN CO-CHAIR 1.00 1.00 X X 0 0 0 RACHEL KLEINFELD DIRECTOR 1.00 X 0 0 0 MILES TAYLOR 522-822 DIRECTOR 1.00 X 0 0 0 OLIVIA TROYE DIRECTOR 1.00 X 0 0 0 TANIA MAESTAS DIRECTOR 1.00 X 0 0 0 KENNETH MACK DIRECTOR 1.00 X 0 0 0 JENN FOGEL-BUBLICK SECRETARY & TREASURER 25.00 15.00 X 0 275000 11504 ELIZABETH ULMER COMMUNICATIONS DIRECTOR 30.00 10.00 X 0 214979 17150 CHRISTINE SUN LEGAL DIRECTOR 30.00 10.00 X 0 235125 16108 KATHERINE REISNER SENIOR COUNSEL 30.00 10.00 X 0 185350 16115 RANJANA NATARAJAN SENIOR COUNSEL 30.00 10.00 X 0 231688 37584 THANIA SANCHEZ RESEARCH DIRECTOR 30.00 10.00 X 0 198145 42111 0 1711954 187366 0 0 1 0 FENTON COMMUNICATIONS 630 9TH AVE 910 NEW YORK NY 10036 MEDIA SERVICES 256250 KAPLAN HECKER & FINK LLP 350 FIFTH AVENUE NEW YORK NY 10118 LEGAL SERVICES 234807 JONATHAN WILLIAMS PA 113 SOUTH MONROE ST FIRST FL TALLAHASSEE FL 32301 LEGAL SERVICES 187756 21 CP SOLUTIONS LLC 332 S MICHIGAN AVENUE CHICAGO IL 60604 CONSULTING SERVICES 146459 MAYA HIXSON 227 RIVERSIDE DRIVE NEW YORK NY 10025 CONSULTING SERVICES 145121 9 14524982 14524982 14524982 0 0 0 X 557500 557500 436503 158793 208176 69534 3789456 3440019 297879 51558 94435 84476 7673 2286 401214 352252 41737 7225 295577 252628 34773 8176 1507683 1507683 137340 19320 117406 614 1263280 1158622 18267 86391 213499 173659 33358 6482 89785 68626 19903 1256 220538 170734 43914 5890 88508 86929 1579 3550 3550 41198 36361 3275 1562 BOOKS, SUBS, REF. 93465 88392 4740 333 OTHER CONTRACT SERVICES 36038 26488 9550 LICENSES & FEES 7958 7958 COURT RECORDS & FEES 4654 4654 9282181 8187136 853738 241307 2074164 8008349 530000 39110 71250 16750 3550 16750 13200 0 135101 2130024 8757900 381604 461449 621035 1926265 1002639 2387714 X 1127385 6370186 1127385 6370186 2130024 8757900 5242801 0 X 0 1 X 1 0 X 5028276 14524982 19553258 5028276 14524982 19553258 7256191 12297067 19553258 X SCHEDULE A, PART II THE ORGANIZATION BEGAN OPERATIONS JANUARY 14, 2021. THEREFORE, THE 2021 COLUMN REFLECTS SHORT-YEAR ACTIVITY. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16750 3550 13200 13200 DUE TO RELATED PARTY 1778051 OPERATING LEASE LIABILITY 148214 1926265 X 17068259 2543277 2543277 14524982 0 14524982 11825458 2543277 2543277 9282181 0 9282181 PART X, LINE 2: FOR THE YEAR ENDED DECEMBER 31, 2022, THE ORGANIZATION 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 INSTITUTE FOR STRATEGIC DIALOGUE-US C/O SCOTT AUBRY 1000 JACKSON STREET TOLEDO OH 436045573 271282489 501(C)(3) 520000 0 RESEARCH PROJECT--STATE ELECTION DISINFORMATION MITIGATION AND VIOLENCE PREVENTION PROJECT STANFORD UNIVERSITY 485 BROADWAY MAIL CODE 8838 REDWOOD CITY CA 94063 941156365 501(C)(3) 30000 0 RESEARCH PROJECT ON ANTI-DEMOCRATIC ACTORS IN VARIOUS ENVIRONMENTS BIPARTISAN POLICY CENTER 1225 EYE STREET NW STE 1000 WASHINGTON DC 20005 731628382 501(C)(3) 7500 0 CONFERENCE 3 PART I, LINE 2: THE ORGANIZATION WORKS CLOSELY WITH GRANTEES, SEES THE WORK PRODUCT AND OBTAINS METRICS AND WORKS WITH EACH GRANTEE TO ENSURE THE WORK IS BEING DONE. THE ORGANIZATION CAN REQUEST GRANT REPORTS. 0 0 0 0 0 0 0 0 0 JOANNA LYDGATE PRESIDENT 0 371667 0 0 0 0 0 15000 0 31794 0 418461 0 0 JENN FOGEL-BUBLICK SECRETARY & TREASURER 0 275000 0 0 0 0 0 11000 0 504 0 286504 0 0 RANJANA NATARAJAN SENIOR COUNSEL 0 226688 0 5000 0 0 0 7394 0 30190 0 269272 0 0 CHRISTINE SUN LEGAL DIRECTOR 0 230125 0 5000 0 0 0 7007 0 9101 0 251233 0 0 THANIA SANCHEZ RESEARCH DIRECTOR 0 193145 0 5000 0 0 0 7860 0 34251 0 240256 0 0 ELIZABETH ULMER COMMUNICATIONS DIRECTOR 0 209979 0 5000 0 0 0 8399 0 8751 0 232129 0 0 KATHERINE REISNER SENIOR COUNSEL 0 180350 0 5000 0 0 0 7214 0 8901 0 201465 0 0 PART I, LINE 3 THE ORGANIZATION RELIES ON A RELATED ORGANIZATION, STATES UNITED ACTION, WHICH USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE TOP MANAGEMENT OFFICIAL: - APPROVAL BY THE BOARD FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS. IT WAS THEN REVIEWED BY THE PRESIDENT AND TREASURER AND DISTRIBUTED TO THE ENTIRE BOARD BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C IT IS STATES UNITED DEMOCRACY CENTER'S POLICY THAT ALL EMPLOYEES AVOID ANY CONFLICT BETWEEN THEIR PERSONAL INTERESTS AND THOSE OF STATES UNITED. THE FUNDAMENTAL PRINCIPLE GUIDING THIS POLICY IS THAT NO EMPLOYEE SHOULD HAVE, OR APPEAR TO HAVE, PERSONAL INTERESTS OR RELATIONSHIPS THAT ACTUALLY OR POTENTIALLY CONFLICT WITH THE BEST INTERESTS OF STATES UNITED. AS A CONDITION OF EMPLOYMENT, ALL EMPLOYEES ARE REQUIRED TO REVIEW, SIGN, AND ABIDE BY THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. BOARD MEMBERS MUST DISCLOSE CONFLICTS OF INTEREST ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION USES A RELATED ORGANIZATION, STATES UNITED ACTION, TO PROCESS PAYROLL. THE BOARD OF DIRECTORS APPROVES THE PRESIDENT'S SALARY USING COMPARABLE DATA OF SIMILAR ORGANIZATIONS AND MARKET CONDITIONS. BOARD DECISIONS ARE DOCUMENTED THROUGH MINUTES AND CORRESPONDENCE. THE LAST COMPENSATION REVIEW DATE TOOK PLACE IN THE SPRING OF 2021. THE COMPENSATION OF OTHER OFFICERS AND/OR KEY EMPLOYEES OF THE ORGANIZATION IS SUBJECT TO A REVIEW AND APPROVAL BY THE BOARD. THE ORGANIZATION SHARES PAYROLL EXPENSE, INCLUDING OFFICER PAYROLL, UNDER A COST-SHARING AGREEMENT WITH A RELATED ORGANIZATION, STATES UNITED ACTION. AMOUNTS REPORTED UNDER PART IX REFLECT THE SALARY ALLOCATED TO STATES UNITED DEMOCRACY CENTER, INC. FOR THE YEAR. 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. FORM 990, PART IX, LINE 11G COMMUNICATIONS: PROGRAM SERVICE EXPENSES 452,579. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 452,579. POLICY & PROGRAM: PROGRAM SERVICE EXPENSES 189,903. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 189,903. CONSULTANTS: PROGRAM SERVICE EXPENSES 515,919. MANAGEMENT AND GENERAL EXPENSES 10,931. FUNDRAISING EXPENSES 86,190. TOTAL EXPENSES 613,040. HR: PROGRAM SERVICE EXPENSES 221. MANAGEMENT AND GENERAL EXPENSES 7,336. FUNDRAISING EXPENSES 201. TOTAL EXPENSES 7,758. STATES UNITED ACTION 1101 17TH STREET NW SUITE 250 WASHINGTON DC 200364722 861686219 PROTECT OUR ELECTIONS AND OUR DEMOCRACY DC 501(C)(4) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 STATES UNITED ACTION O 5017185 COST SHARING AGMT STATES UNITED ACTION N 399085 COST SHARING AGMT STATES UNITED ACTION P 4259154 ACTUAL AMOUNT STATES UNITED ACTION Q 22500 ACTUAL AMOUNT