2022-11-04T10:11:16-05:00 2021-12-31 111986323 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2021-01-01 043411708 BALLOT INITIATIVE STRATEGY CENTER INC BALL 2022232373 1660 L STREET NW 605 WASHINGTON DC 20036 CHRIS MELODY FIELDS FIGUEREDO EXECUTIVE DIRECTOR 2022232373 2022-11-03 1 CHRIS MELODY FIELDS FIGUER 999009999 AARON M FOX P01365820 2022274000 2022-11-01 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z CHRIS MELODY FIGUEREDO 1660 L STREET NW 605 WASHINGTON DC 20036 4842440 0 X WWW.BALLOT.ORG X 1998 DC TO STRENGTHEN DEMOCRACY BY BUILDING A NATIONAL PROGRESSIVE STRATEGY FOR BALLOT MEASURES. 12 12 20 12 0 0 1721494 4731117 236089 106713 0 0 2918 4610 1960501 4842440 5000 502600 0 0 991236 1064060 0 0 184435 910368 825754 1906604 2392414 53897 2450026 997744 3580828 187583 320641 810161 3260187 X BALLOT INITIATIVE STRATEGY CENTER, INC. (BISC) STRENGTHENS DEMOCRACY BY BUILDING A NATIONAL PROGRESSIVE STRATEGY FOR BALLOT MEASURES. 0 0 1174950 500000 34379 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. 178651 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. 177971 2600 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. 150475 COMMUNICATIONS: BISC USES EMAIL, SOCIAL MEDIA, AND PRESS INTERVIEWS TO COMMUNICATE ABOUT CRITICAL BALLOT MEASURES AND CAMPAIGNS AROUND THE COUNTRY. 71728 ROAD AHEAD: ROAD AHEAD IS AN ANNUAL CONFERENCE BRINGING TOGETHER MORE THAN 400 PEOPLE FROM 26 STATES AND THE DISTRICT OF COLUMBIA. ROAD AHEAD BRINGS TOGETHER PARTICIPANTS REPRESENTING A BROAD RANGE OF ISSUES, INCLUDING LABOR, REPRODUCTIVE HEALTH, GUN VIOLENCE PREVENTION, LGBTQ EQUALITY, VOTING RIGHTS, CAMPAIGN FINANCE REFORM, IMMIGRANT RIGHTS, ECONOMIC JUSTICE AND THE ENVIRONMENT. 222203 1753775 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 18 0 1 20 1 0 0 0 0 1 1 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 94188 0 13331 94188 0 13331 0 0 0 0 TOPOS PARTNERSHIP 1865 BROAD STREET PROVIDENCE RI 02905 RESEARCH SERVICES 205000 LINCOLN PARK STRATEGIES 611 PENNSYLVANIA AVENUE SE SUITE 1 WASHINGTON DC 20003 RESEARCH SERVICES 186000 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 ACCOUNTING AND HR 139984 LAKE RESEARCH 1101 17TH STREET NW SUITE 301 WASHINGTON DC 20036 RESEARCH SERVICES 134351 4 4731117 4731117 CONFERENCE 900099 79534 7200 72334 TRAINING FEES 900099 27179 27179 106713 MISCELLANEOUS 900099 4610 4610 4610 4842440 34379 0 76944 X 502600 502600 107519 32256 12903 62360 734260 477436 173604 83220 21962 16100 5798 64 134080 83286 30406 20388 66239 40433 14784 11022 2907 2060 826 21 60023 42538 17049 436 491425 348111 139487 3827 9613 7643 1941 29 25132 17811 7139 182 86726 69250 17203 273 11392 69 11323 72809 64655 8154 20927 16639 4221 67 3117 2478 630 9 SUBSCRIPTIONS 26422 21003 5340 79 PROF. DEVELOPMENT 13655 8335 3048 2272 RECRUITMENT 1106 675 247 184 TAXES & FEES 500 397 101 2 2392414 1753775 454204 184435 508901 2428985 200000 850000 20965 46806 118711 80679 23553 38032 27500 28998 216825 188007 997744 3580828 65336 198283 122247 122358 187583 320641 X 549661 615187 260500 2645000 810161 3260187 997744 3580828 2450026 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 83490 61262 22228 35221 19417 15804 38032 DUE FROM BISC FOUNDATION 176188 DEPOSITS 11819 188007 DEFERRED RENT ABATEMENT 122358 122358 X 4842440 0 4842440 0 4842440 2392414 0 2392414 0 2392414 PART X, LINE 2: FOR THE YEAR ENDED DECEMBER 31, 2021, 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." 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 45,934. MANAGEMENT AND GENERAL EXPENSES 18,409. FUNDRAISING EXPENSES 473. TOTAL EXPENSES 64,816. RESEARCH: PROGRAM SERVICE EXPENSES 241,041. MANAGEMENT AND GENERAL EXPENSES 96,609. FUNDRAISING EXPENSES 2,471. TOTAL EXPENSES 340,121. PAYROLL SERVICE FEES: PROGRAM SERVICE EXPENSES 25,550. MANAGEMENT AND GENERAL EXPENSES 10,241. FUNDRAISING EXPENSES 262. TOTAL EXPENSES 36,053. BENEFIT PLAN ADMINISTRATION: PROGRAM SERVICE EXPENSES 977. MANAGEMENT AND GENERAL EXPENSES 357. FUNDRAISING EXPENSES 266. TOTAL EXPENSES 1,600. TRAINING: PROGRAM SERVICE EXPENSES 34,609. MANAGEMENT AND GENERAL EXPENSES 13,871. FUNDRAISING EXPENSES 355. TOTAL EXPENSES 48,835. 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.