2022-10-25T12:08:21-05:00 2021-12-31 271728945 PKF O'CONNOR DAVIES LLP 245 PARK AVENUE 12TH FLOOR NEW YORK NY 10167 990 2021-01-01 521069070 JOINT CENTER FOR POLITICAL AND ECONOMIC STUDIES INC JOIN 2027893500 633 PENNSYLVANIA AVENUE NW WASHINGTON DC 20004 SPENCER OVERTON PRESIDENT 2027893500 2022-10-25 1 SPENCER OVERTON XXX-XX-XXXX EVA MRUK P00543254 2122862600 2022-10-25 X 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z SPENCER OVERTON 633 PENNSYLVANIA AVENUE NW WASHINGTON DC 20004 7289544 0 X WWW.JOINTCENTER.ORG X 1974 DC THE JOINT CENTER FOR POLITICAL AND ECONOMIC STUDIES, AMERICA'S BLACK THINK TANK, PROVIDES COMPELLING AND ACTIONABLE POLICY SOLUTIONS TO ERADICATE PERSISTENT AND EVOLVING BARRIERS TO THE FULL FREEDOM OF BLACK PEOPLE IN AMERICA. WE ARE THE TRUSTED FORUM FOR LEADING EXPERTS AND SCHOLARS TO PARTICIPATE IN MAJOR PUBLIC POLICY DEBATES AND PROMOTE IDEAS THAT ADVANCE BLACK COMMUNITIES. WE USE EVIDENCE-BASED RESEARCH, ANALYSIS, CONVENINGS, AND STRATEGIC COMMUNICATIONS TO SUPPORT BLACK COMMUNITIES AND A NETWORK OF ALLIES. 14 13 13 14 0 0 6106592 7288001 0 0 794 343 -118075 1200 5989311 7289544 2000 0 0 0 672875 1276381 60000 0 336131 552741 1135760 1287616 2412141 4701695 4877403 6759788 11366492 480534 212335 6279254 11154157 X THE JOINT CENTER FOR POLITICAL AND ECONOMIC STUDIES, AMERICA'S BLACK THINK TANK, PROVIDES COMPELLING AND ACTIONABLE POLICY SOLUTIONS TO ERADICATE PERSISTENT AND EVOLVING BARRIERS TO THE FULL FREEDOM OF BLACK PEOPLE IN AMERICA. WE ARE THE TRUSTED FORUM FOR LEADING EXPERTS AND SCHOLARS TO PARTICIPATE IN MAJOR PUBLIC POLICY DEBATES AND PROMOTE IDEAS THAT ADVANCE BLACK COMMUNITIES. WE USE EVIDENCE-BASED RESEARCH, ANALYSIS, CONVENINGS, AND STRATEGIC COMMUNICATIONS TO SUPPORT BLACK COMMUNITIES AND A NETWORK OF ALLIES. 0 0 988928 0 0 ECONOMIC STUDIES: THE JOINT CENTER'S ECONOMIC STUDIES PROGRAM CONDUCTS SURVEY RESEARCH, PRODUCES POLICY RESEARCH AND ANALYSIS, WRITES AND PUBLISHES REPORTS AND FACT SHEETS, ORGANIZES EVENTS, AND DISSEMINATES INFORMATION ON BLACK COMMUNITIES AND THE FUTURE OF WORK, ENTREPRENEURSHIP, TECHNOLOGY, AND PROGRAMS THAT PROVIDE PATHWAYS TO ECONOMIC OPPORTUNITY AND SECURITY. THE ECONOMIC STUDIES PROGRAM ALSO EXPLORES AND INCUBATES NEW RESEARCH ISSUE AREAS. 456632 0 0 POLITICAL STUDIES: THE JOINT CENTER'S POLITICAL STUDIES PROGRAM COLLECTS AND ANALYZES DATA, CONDUCTS SURVEY RESEARCH, PRODUCES POLICY RESEARCH AND ANALYSIS, WRITES AND PUBLISHES REPORTS AND FACT SHEETS, ORGANIZES EVENTS, AND DISSEMINATES INFORMATION ON CONGRESSIONAL STAFF DIVERSITY, AND OTHER ISSUES RELATED TO THE CIVIC ENGAGEMENT AND PARTICIPATION OF BLACK COMMUNITIES. 1445560 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 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 1 30 0 13 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AK CA FL GA HI IL KS KY MD MA MI NH NJ NM NY NC ND OR PA SC TN UT VA WV X X QUINCI MOODY 2027893500 633 PENNSYLVANIA AVENUE NW WASHINGTON DC 20004 SPENCER OVERTON PRESIDENT 48.00 X X 128519 0 0 BARBARA JOHNSON CHAIR 6.00 X X 0 0 0 ROBERT RABEN SECRETARY 2.00 X X 0 0 0 KENNETH JONES GOVERNOR, TREASURER, EFF. 6/21 4.00 X X 0 0 0 A SCOTT BOLDEN GOVERNOR 2.00 X 0 0 0 PAULA BOYD GOVERNOR 2.00 X 0 0 0 LATOSHA BROWN GOVERNOR 2.00 X 0 0 0 MICHAEL COLLINS GOVERNOR 2.00 X 0 0 0 ROBERT HAGANS JR TREASURER, THRU 6/26/21 2.00 X 0 0 0 CHANELLE HARDY GOVERNOR 2.00 X 0 0 0 DR SAFIYA NOBLE GOVERNOR 2.00 X 0 0 0 DR DIANNE PINDERHUGHES GOVERNOR 2.00 X 0 0 0 CARLA THOMPSON PAYTON GOVERNOR 2.00 X 0 0 0 PAUL THORNELL GOVERNOR 2.00 X 0 0 0 ANTONIO WILLIAMS GOVERNOR 2.00 X 0 0 0 JESSICA FULTON VICE PRESIDENT, POLICY 43.00 X 150000 0 14251 LASHONDA BRENSON SENIOR RESEARCHER 40.00 X 122696 0 12767 DOMINIQUE HARRISON DIRECTOR, TECHNOLOGY POLICY 40.00 X 124449 0 11918 525664 0 38936 4 0 1 0 0 125400 7162601 7288001 343 343 SPEAKER HONORARIA 900099 1200 1200 1200 7289544 0 0 1543 X 128519 46267 73256 8996 957067 601038 247716 108313 26722 16298 7589 2835 72984 44513 20726 7745 91089 54557 26551 9981 165842 165842 608403 411998 34795 161610 173347 164241 6006 3100 29434 17744 4847 6843 42983 18232 9268 15483 85644 52033 23908 9703 4770 4565 188 17 10832 8128 2265 439 9661 5946 2649 1066 BUSINESS REG. FEES 4844 4844 2412141 1445560 630450 336131 4341856 8204601 571031 831374 1818461 2280518 28440 49999 6759788 11366492 355134 212335 125400 0 480534 212335 X 3375113 4528019 2904141 6626138 6279254 11154157 6759788 11366492 X 4877403 -2500 X X 0 1 X 1 0 X 900366 1221813 1228390 6104092 7285501 16740162 900366 1221813 1228390 6104092 7285501 16740162 5949734 10790428 794 343 1137 537 4753 2191 905 1200 9586 16750885 0.64420 0.70630 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISC INCOME - 2017 AMOUNT: $ 537. 2018 AMOUNT: $ 4,753. 2019 AMOUNT: $ 2,191. 2020 AMOUNT: $ 905. SPEAKER HONORARIA - 2021 AMOUNT: $ 1,200. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 2076010 2076010 253801 63450 0 0 119831 183463 174428 253801 731523 1097285 6000 336 0 0 6336 119831 45866 43607 63450 272754 409131 6000 336 0 0 6336 0 X 7377791 88247 88247 7289544 0 7289544 2502888 88247 2500 90747 2412141 0 2412141 PART X, LINE 2: THE ORGANIZATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR TAX YEARS PRIOR TO 2018. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON UNCOLLECTIBLE PLEDGE 2,500. X X X 0 0 0 0 0 0 0 0 0 JESSICA FULTON VICE PRESIDENT, POLICY 150000 0 0 0 0 0 6519 0 7732 0 164251 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE JOINT CENTER FOR POLITICAL AND ECONOMIC STUDIES HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM. IT IS FIRST REVIEWED BY THE VICE PRESIDENT OF FINANCE AND OPERATIONS AND THEN REVIEWED BY THE AUDIT & FINANCE COMMITTEE AND THEN THE FULL BOARD AT THEIR RESPECTIVE MEETINGS. A COMPLETE COPY OF THE FORM 990 IS PROVIDED TO ALL MEMBERS OF THE ORGANIZATION'S GOVERNING BODY PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY WHICH IT REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES. EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS ANNUALLY SIGNS A CONFLICT OF INTEREST ATTESTATION STATEMENT WHERE THEY MUST DISCLOSE THE EXISTENCE OF ANY POSSIBLE CONFLICT OF INTEREST. ANY PERSONS WITH A POTENTIAL CONFLICT ARE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WHO ARE CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. THE INTERESTED PERSON MUST LEAVE THE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE GOVERNING BOARD OR COMMITTEE DETERMINES WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. FORM 990, PART VI, SECTION B, LINE 15A IN 2021, THE BOARD OF GOVERNORS APPROVED THE COMPENSATION FOR THE JOINT CENTER'S PRESIDENT BASED ON RESEARCH COMPLETED IN 2021. THE CHAIR OF THE BOARD OF GOVERNORS OBTAINED AN INDEPENDENT COMPENSATION STUDY AND FORMALIZED THE COMPENSATION THROUGH A SIGNED EMPLOYMENT AGREEMENT WITH THE PRESIDENT. THE REVIEW AND APPROVAL PROCESS WAS DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE CENTER MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS ALSO POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, AND BY-LAWS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G RESEARCH & WRITING CONSULTANTS: PROGRAM SERVICE EXPENSES 124,534. MANAGEMENT AND GENERAL EXPENSES 12,225. FUNDRAISING EXPENSES 49,843. TOTAL EXPENSES 186,602. PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 3,367. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,367. OTHER CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 284,097. MANAGEMENT AND GENERAL EXPENSES 22,570. FUNDRAISING EXPENSES 111,767. TOTAL EXPENSES 418,434. FORM 990, PART XI, LINE 9: LOSS ON UNCOLLECTIBLE PLEDGE -2,500. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.