2022-11-08T11:07:15-06:00 2021-12-31 420714325 RSM US LLP 1861 INTERNATIONAL DRIVE SUITE 400 MCLEAN VA 22102 990 2021-01-01 461368531 STATE INNOVATION EXCHANGE STAT 6084408255 PO BOX 260230 MADISON WI 53726 JESSIE ULIBARRI EXECUTIVE DIRECTOR 6084408255 2022-11-02 1 JESSIE ULIBARRI 999009999 FREDERICK LONGWOOD P00439715 7033366400 2022-11-02 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z JESSIE ULIBARRI PO BOX 260230 MADISON WI 53726 9144247 0 X WWW.STATEINNOVATION.ORG X 2014 CA THE STATE INNOVATION EXCHANGE (SIX) IS A NONPARTISAN, VALUES BASED RESOURCE CENTER THAT SUPPORTS STATE LEGISLATORS AND THE GENERAL PUBLIC THROUGH PROVIDING EDUCATIONAL RESOURCES AND RESEARCH ON PROGRESSIVE POLICY. 9 9 39 9 0 0 8625837 9099422 45000 40000 -656 500 4195 4325 8674376 9144247 0 0 0 0 3703233 4234708 0 0 46573 2180699 2271842 5883932 6506550 2790444 2637697 7787170 10067492 928550 571175 6858620 9496317 X THE STATE INNOVATION EXCHANGE (SIX) IS A NONPARTISAN RESOURCE AND STRATEGY CENTER THAT SUPPORTS STATE LEGISLATORS, THE GENERAL PUBLIC, AND GRASSROOTS MOVEMENTS BY PROVIDING EDUCATIONAL RESOURCES, RESEARCH, AND TRAININGS ON PROGRESSIVE PUBLIC POLICY. 0 0 2168152 40000 LEGISLATIVE AFFAIRS: SIX PROVIDES LOCAL TECHNICAL ASSISTANCE AND EDUCATIONAL SUPPORT TO STATE LEGISLATORS, THE GENERAL PUBLIC, AND GRASSROOTS MOVEMENTS ON A WIDE ARRAY OF PROGRESSIVE PUBLIC POLICY TOPICS. THIS INCLUDES DEVELOPING CUSTOMIZED POLICY RESEARCH, CREATING POLICY EDUCATION MATERIALS, CONDUCTING ISSUE BRIEFINGS, HOSTING SKILL-BASED TRAININGS, CONDUCTING PUBLIC OPINION RESEARCH, AND FACILITATING LOCAL, REGIONAL, AND NATIONAL CONVENINGS. 1303879 SIX'S REPRODUCTIVE RIGHTS PROGRAM ORGANIZES AND FACILITATES THE REPRODUCTIVE FREEDOM LEADERSHIP COUNCIL (RFLC), A NONPARTISAN GROUP OF STATE LEGISLATORS. THE RFLC EDUCATES AND ENGAGES LEGISLATORS AND THE GENERAL PUBLIC ON ISSUES RELATED TO REPRODUCTIVE HEALTH, RIGHTS AND JUSTICE, THROUGH SKILL AND ISSUE-BASED TRAININGS, CONVENINGS, PUBLIC OPINION RESEARCH, AND PUBLIC POLICY EDUCATION. 718810 DEMOCRACY: SIX'S DEMOCRACY PROGRAM IS A NATIONAL INITIATIVE THAT WORKS WITH STATE LEGISLATORS, THE GENERAL PUBLIC, AND GRASSROOTS MOVEMENTS TO BE DYNAMIC CHAMPIONS FOR A POWERFUL, INCLUSIVE AND PARTICIPATORY DEMOCRACY. THE PROJECT PROVIDES PUBLIC POLICY RESEARCH, BILL TRACKING, ISSUE BRIEFINGS, SKILL AND ISSUE-BASED TRAININGS, AND REGIONAL AND NATIONAL CONVENINGS. 440636 AGRICULTURE AND FOOD SYSTEMS 681441 SPECIAL PROJECTS 1122077 5312918 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 36 0 1 39 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X THE ORGANIZATION 6084408255 PO BOX 260230 MADISON WI 53726 MARY KUSLER CHAIR 2.00 0.00 X X 0 0 0 KATE VILLERS VICE CHAIR 1.00 0.00 X X 0 0 0 BRIAN WEEKS SECRETARY 1.00 0.50 X X 0 0 0 CATHY DUVALL TREASURER 1.00 0.00 X X 0 0 0 JOEL ROGERS TREASURER (THRU 9/20) 0.50 0.00 X X 0 0 0 NAOMI ABERLY DIRECTOR (THRU 9/20) 0.50 0.00 X 0 0 0 SCOTT ANDERSON DIRECTOR 1.00 0.50 X 0 0 0 RAJ GOYLE DIRECTOR (THRU 9/20) 0.50 0.00 X 0 0 0 KIRSTEN HARRIS-TALLEY DIRECTOR 1.00 0.00 X 0 0 0 ERIN MAYE QUADE DIRECTOR 1.00 0.50 X 0 0 0 ALEXIS REED DIRECTOR 0.50 0.00 X 0 0 0 MICHELLE RINGUETTE DIRECTOR 0.50 1.00 X 0 0 0 PEGGY SHOREY DIRECTOR (THRU 9/20) 0.50 0.00 X 0 0 0 NEHA PATEL CO-EXECUTIVE DIRECTOR 38.00 2.00 X 235020 12369 38884 JESSIE ULIBARRI CO-EXECUTIVE DIRECTOR 38.00 2.00 X 225602 11874 38439 KELLY BADEN SVP, STRATEGIC INITIATIVES AND SERVICES 38.00 2.00 X 144425 7601 30561 DANNA HAYES MAINE STATE DIRECTOR 38.00 2.00 X 145536 7660 6573 MOLLY NOBLE VP, OPERATIONS 38.00 2.00 X 155661 8193 17187 KATY FLEURY DIRECTOR, COMMUNICATIONS 38.00 2.00 X 137175 7220 11006 KYLE HUELSMAN COLORADO STATE DIRECTOR 38.00 2.00 X 102790 5410 18228 1146209 60327 160878 7 0 1 0 DARRYL HOTCH CONSULTING 10310 DRUMM AVE KENSINGTON MD 20895 CONSULTING 169000 TARGETSMART COMMUNICATIONS 1155 15TH ST NW SUITE 1000 WASHINGTON DC 20005 CONSULTING 167095 MAURA M BAIRLEY MA 274 COLERIDGE STREET SAN FRANCISCO CA 94110 CONSULTING 107475 3 533900 8565522 1328572 9099422 PROGRAM REVENUE 900099 40000 40000 40000 500 0 500 500 500 MISCELLANEOUS REVENUE 900099 4325 4325 4325 9144247 40000 0 4825 X 534079 436102 94154 3823 2791725 2279580 492162 19983 128930 105278 22729 923 492621 402249 86846 3526 287353 234638 50658 2057 48126 39298 8484 344 111217 90814 19607 796 1644156 1342533 289853 11770 48513 39613 8553 347 53612 43777 9451 384 2132 1741 376 15 61936 50574 10919 443 30003 24499 5289 215 9772 7979 1723 70 32076 26191 5655 230 RESEARCH 214752 175356 37859 1537 STAFF COSTS 71152 58099 12544 509 DUES & SUBSCRIPTIONS 55282 45140 9746 396 MISCELLANEOUS 2304 1882 406 16 -113191 -92425 -19955 -811 6506550 5312918 1147059 46573 7413199 9334723 75127 393078 4643 1167 46544 42499 13817 4045 280384 334479 7787170 10067492 138268 331148 790282 240027 928550 571175 X 3055328 4107844 3803292 5388473 6858620 9496317 7787170 10067492 2637697 0 X 0 1 X 1 0 X 4379194 5513208 8269328 8625837 9099422 35886989 4379194 5513208 8269328 8625837 9099422 35886989 15317055 20569934 429 1439 4194 4325 10387 35897376 324555 0.57300 0.57130 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 429. 2019 AMOUNT: $ 1,439. 2020 AMOUNT: $ 4,194. 2021 AMOUNT: $ 4,325. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8635 25606 34241 6496714 6530955 476548 119137 0 0 379782 457499 444197 476548 1758026 2637039 64701 19901 56588 34241 175431 94946 114375 111049 119137 439507 659261 8635 8635 46544 42499 4045 4045 ACCRUED PAYROLL 240027 240027 9144247 0 9144247 0 9144247 6506550 0 6506550 0 6506550 X X X 1 0 0 0 0 0 0 0 0 NEHA PATEL CO-EXECUTIVE DIRECTOR 227420 11969 7600 400 0 0 8765 461 28175 1483 271960 14313 0 0 JESSIE ULIBARRI CO-EXECUTIVE DIRECTOR 219484 11552 6118 322 0 0 8342 439 28175 1483 262119 13796 0 0 KELLY BADEN SVP, STRATEGIC INITIATIVES AND SERVI 139675 7351 4750 250 0 0 18525 975 10508 553 173458 9129 0 0 MOLLY NOBLE VP, OPERATIONS 150911 7943 4750 250 0 0 13870 730 2458 129 171989 9052 0 0 DANNA HAYES MAINE STATE DIRECTOR 92796 4884 4750 250 47990 2526 4420 233 1824 96 151780 7989 0 0 KATY FLEURY DIRECTOR, COMMUNICATIONS 82804 4358 2850 150 51521 2712 8632 454 1824 96 147631 7770 0 0 PART I, LINE 4A DANNA HAYES RECEIVED A SEVERANCE PAYMENT OF $41,994 KATY FLEURY RECEIVED A SEVERANCE PAYMENT OF $44,204 X 1 1328572 FMV 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 WAS REVIEWED BY KEY EMPLOYEES AND PROVIDED TO THE BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH OFFICER AND DIRECTOR SIGNS A STATEMENT WHICH AFFIRMS THAT THE PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST, HAS READ AND UNDERSTANDS THE POLICY AND AGREE TO COMPLY WITH THE POLICY. ALL SUCH STATEMENTS ARE FILED WITH THE MINUTES OF THE MEETINGS OF THE BOARD OF DIRECTORS. THE EXECUTIVE DIRECTOR MONITORS THE POLICY. IF THERE IS CAUSE TO BELIEVE THERE IS A CONFLICT, IT IS BROUGHT TO THE ATTENTION OF THE BOARD AND APPROPRIATE ACTION IS TAKEN. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS SETS THE SALARY FOR THE ED AND IT IS APPROVED BY A VOTE OF BOARD MEMBERS. IN 2020 SIX CONDUCTED A COMPENSATION ANALYSIS TO COMPARE CURRENT SIX STAFF SALARIES, INCLUDING THE EXECUTIVE DIRECTORS, TO OTHER COMPARABLE POSITIONS IN THE MARKET. WE KEEP RECORDS OF ALL SALARIES AND SALARY CHANGES WITH THE SUPPORT OF OUR THIRD PARTY PAYROLL COMPANY. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER: PROGRAM SERVICE EXPENSES 131,625. MANAGEMENT AND GENERAL EXPENSES 28,418. FUNDRAISING EXPENSES 1,154. TOTAL EXPENSES 161,197. PROGRAM CONSULTING: PROGRAM SERVICE EXPENSES 955,012. MANAGEMENT AND GENERAL EXPENSES 206,187. FUNDRAISING EXPENSES 8,372. TOTAL EXPENSES 1,169,571. PAYROLL OUTSOURCING FEES: PROGRAM SERVICE EXPENSES 60,439. MANAGEMENT AND GENERAL EXPENSES 13,049. FUNDRAISING EXPENSES 530. TOTAL EXPENSES 74,018. COMMUNICATIONS: PROGRAM SERVICE EXPENSES 122,042. MANAGEMENT AND GENERAL EXPENSES 26,349. FUNDRAISING EXPENSES 1,070. TOTAL EXPENSES 149,461. LEGISLATIVE & SPECIAL PROJECT CONTRACTS: PROGRAM SERVICE EXPENSES 73,415. MANAGEMENT AND GENERAL EXPENSES 15,850. FUNDRAISING EXPENSES 644. TOTAL EXPENSES 89,909. SIX ACTION PO BOX 260230 MADISON WI 53726 203169871 SOCIAL WELFARE ORG. CA 501(C)(4) 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 SIX ACTION N 61378 FMV SIX ACTION O 241337 FMV SIX ACTION Q 171589 COST