2022-05-16T11:42:43-05:00 2021-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2021-01-01 853189807 MORE PERFECT UNION FOUNDATION MORE 2022582828 327 16TH ST SE WASHINGTON DC 20003 MALEA STENZEL GILLIGAN TREASURER 2022582828 2022-05-16 1 MALEA STENZEL GILLIGAN XXX-XX-XXXX RICHARD J LOCASTRO CPA P00288314 3019519090 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X FAIZ SHAKIR 327 16TH ST SE WASHINGTON DC 20003 4710241 0 X WWW.PERFECTUNION.US X 2020 DC SEE PART III, LINE 1. 6 4 0 4 0 0 4710204 0 37 0 4710241 0 0 1421229 0 225407 717115 2138344 2571897 245 3134868 43683 606473 -43438 2528395 CONDUCTING POLICY RESEARCH AND PUBLIC EDUCATION ON SOCIAL AND ECONOMIC ISSUES, COORDINATING POLICY CAMPAIGNS, AND CREATING ISSUE CONTENT. 0 0 1570373 PROGRESSIVE VIDEO PROJECT: THIS PROGRAM CREATES AND DISTRIBUTES VIDEO CONTENT TO INCREASE UNDERSTANDING OF PROGRESSIVE ECONOMIC AND SOCIAL POLICIES. 77518 THE CLASS ROOM: THIS PROGRAM CREATES EXPLAINER-STYLE VIDEO CONTENT TO EDUCATE VIEWERS ON POLICIES AND ISSUES AFFECTING WORKING CLASS AMERICANS. 1647891 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 X ELINOR LITWACK 3019519090 4550 MONTGOMERY AVENUE 8TH FLOOR BETHESDA MD 20814 X X FAIZ SHAKIR EXEC. DIR. & PRES. (SEE SCHED. O) 27.65 X X 0 0 0 TOBY CHAUDHURI SECRETARY 1.00 X X 0 0 0 MALEA STENZEL GILLIGAN COO & TREASURER (SEE SCHED. O) 30.63 X X 0 0 0 LOREN BLACKFORD DIRECTOR AT-LARGE 1.00 X 0 0 0 JEREMY BROUSSARD DIRECTOR AT-LARGE 1.00 X 0 0 0 MOHAMMED MISSOURI DIRECTOR AT-LARGE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 4710204 10204 4710204 37 37 4710241 0 0 37 X 315464 99417 61492 154555 832772 824103 8559 110 178669 172094 3127 3448 94324 77883 5201 11240 22077 22077 73187 73187 9 9 333700 306271 27429 119450 119450 6575 3483 2773 319 16185 2287 13898 13656 11276 753 1627 3636 1101 2535 15823 4792 11031 7963 7963 FISCAL SPONSOR FEE 54000 54000 DUES AND SUBSCRIPTIONS 47391 23872 23519 OTHER FEES 3463 1862 1493 108 2138344 1647891 265046 225407 245 3117671 28 7029 10140 245 3134868 38728 32342 4955 574131 43683 606473 X -43438 130179 2398216 -43438 2528395 245 3134868 2571897 -64 0 X 0 1 X 1 0 X 4710204 4710204 4710204 4710204 61590 4648614 37 37 4710241 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24650 0 24650 2113694 2138344 256917 64229 0 0 256917 256917 385376 24650 24650 64229 64229 96344 24650 24650 0 PAYABLE PORTION OF COST SHARING AGREEMENT 324131 REFUNDABLE ADVANCE 250000 574131 X 4710168 -64 -64 4710232 9 9 4710241 2138335 0 2138335 9 9 2138344 PART X, LINE 2: MPUF PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2021, AND DETERMINED THAT THERE ARE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. IT IS MPUF'S POLICY TO RECOGNIZE INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN INCOME TAX OR INTEREST EXPENSE. AS OF DECEMBER 31, 2021, MPUF HAD NO ACCRUALS FOR INTEREST AND/OR PENALTIES. THERE ARE CURRENTLY NO EXAMINATIONS PENDING OR IN PROGRESS REGARDING MPUF'S TAX RETURNS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY COO/TREASURER AND THIRD PARTY ACCOUNTANTS, REVIEWED BY THE EXECUTIVE DIRECTOR AND OUTSIDE COUNSEL. IT WAS THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH MEMBER AND OFFICER OF THE BOARD OF DIRECTORS, AND ANY MEMBERS OF A COMMITTEE WITH DELEGATED POWERS OF THE GOVERNING BOARD SIGN A STATEMENT ANNUALLY AFFIRMING SUCH PERSON: HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, AGREES TO COMPLY WITH THE POLICY, AND GIVES NOTICE OF ANY POTENTIAL CONFLICTS WITH THE POLICY. THE CONFLICT OF INTEREST POLICY WILL ALSO APPLY TO EMPLOYEES IN 2022. IF THE BOARD OF DIRECTORS OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A PERSON HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT INFORMS THE PERSON OF THE BASIS FOR SUCH BELIEF AND AFFORDS THE PERSON AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE PERSON'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE BOARD OR COMMITTEE DETERMINES THE PERSON HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT TAKES APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 14: THE ORGANIZATION IS IN THE PROCESS OF IMPLEMENTING A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY. FORM 990, PART VI, SECTION B, LINE 15 ALTHOUGH NO APPLICABLE COMPENSATION WAS PAID BY MORE PERFECT UNION FOUNDATION, THE BOARD OF DIRECTORS WAS APPRISED OF COMPENSATION REVIEW DISCUSSIONS THAT MET THIS STANDARD HELD BY THE MORE PERFECT UNION ACTION BOARD, WHICH SERVES AS PAYMASTER FOR MORE PERFECT UNION FOUNDATION UNDER A COST-SHARING AGREEMENT. THE INDEPENDENT DIRECTORS FOR MORE PERFECT UNION FOUNDATION WILL REVIEW AND APPROVE THE EXECUTIVE DIRECTOR'S COMPENSATION IN FUTURE YEARS. FORM 990, PART VI, SECTION C, LINE 19 MPUF PROVIDES ALL RELEVANT REQUESTED INFORMATION TO CHARITY NAVIGATOR AND GUIDESTAR. FORM 990, PART VII, SECTION A: MPUF EMPLOYEES ARE PAID BY MORE PERFECT UNION ACTION UNDER A COMMON PAYMASTER ARRANGEMENT AND COST-SHARING AGREEMENT, AND ARE SHARED WITH THE FILING ORGANIZATION. THE MPUF PORTION OF THE COMPENSATION FOR EACH RELEVANT EMPLOYEE IS: FAIZ SHAKIR SALARIES: $147,342 BENEFITS: $23,082 MALEA STENZEL GILLIGAN SALARIES: $148,456 BENEFITS: $25,445 FORM 990, PART IX, LINE 11G VIDEO PRODUCERS: PROGRAM SERVICE EXPENSES 306,271. MANAGEMENT AND GENERAL EXPENSES 27,429. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 333,700.