2021-11-15T16:26:26-06:00 2020-12-31 420714325 RSM US LLP 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2020-01-01 461368531 STATE INNOVATION EXCHANGE STAT 6084408255 PO BOX 260230 MADISON WI 53726 JESSIE ULIBARRI EXECUTIVE DIRECTOR 6084408255 2021-11-15 1 JESSIE ULIBARRI 999009999 FREDERICK LONGWOOD P00439715 2022932200 2021-11-15 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JESSIE ULIBARRI PO BOX 260230 MADISON WI 53726 8676041 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 8269328 8625837 125503 45000 -2263 -656 1439 4195 8394007 8674376 0 0 0 0 2909906 3703233 12000 0 146796 3136839 2180699 6058745 5883932 2335262 2790444 4372952 7787170 304776 928550 4068176 6858620 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 2160645 45000 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. 1290607 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. 362223 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. 279946 AGRICULTURE AND FOOD SYSTEMS 624752 SPECIAL PROJECTS 904698 4718173 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 44 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 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 JOEL ROGERS TREASURER (THRU 9/20) 0.50 0.00 X X 0 0 0 JESSIE ULIBARRI CO-EXECUTIVE DIRECTOR 38.00 2.00 X 167424 34265 33820 NEHA PATEL CO-EXECUTIVE DIRECTOR 38.00 2.00 X 169438 36493 39506 VICTORIA SIMARANO SVP, LEGISLATIVE AFFAIRS 38.00 2.00 X 124667 10748 47367 KELLY BADEN SVP, STRATEGIC INITIATIVES & SERVICES 38.00 2.00 X 129671 5158 28168 MOLLY NOBLE VP, OPERATIONS 38.00 2.00 X 151951 18488 28829 743151 105152 177690 5 0 1 0 POWER FUND 2639 NICOLET AVE SUITE 220 MINNEAPOLIS MN 55408 CONSULTING 343266 TARGETSMART COMMUNICATIONS 1155 15TH ST NW SUITE 1000 WASHINGTON DC 20005 CONSULTING 156000 2 8625837 8625837 PROGRAM REVENUE 900099 45000 45000 45000 1009 1665 -656 -656 -656 MISCELLANEOUS REVENUE 900099 4195 4195 4195 8674376 45000 0 3539 X 399331 331196 52786 15349 2409325 1998242 318478 92605 109229 90592 14439 4198 510248 423189 67447 19612 275100 228162 36364 10574 43587 27293 16292 2 90957 56955 33998 4 1375080 1024223 349956 901 58788 38462 19909 417 47920 31004 16578 338 54785 47557 5997 1231 78520 63884 14158 478 24855 20222 4482 151 14318 11451 2379 488 7798 5045 2698 55 RESEARCH 236459 236459 STAFF COSTS 77374 48450 28921 3 DUES & SUBSCRIPTIONS 55312 35787 19135 390 MISCELLANEOUS 14946 14946 5883932 4718173 1018963 146796 3132871 7413199 767838 75127 37658 4643 47926 34109 29505 13817 405080 280384 4372952 7787170 161782 138268 142994 790282 304776 928550 X 1340424 3055328 2727752 3803292 4068176 6858620 4372952 7787170 2790444 0 X 0 1 X 1 0 X 1765516 4379194 5513208 8269328 8625837 28553083 1765516 4379194 5513208 8269328 8625837 28553083 12236560 16316523 429 1439 4194 6062 28559145 284555 0.57130 0.67130 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 429. 2019 AMOUNT: $ 1,439. 2020 AMOUNT: $ 4,194. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 56588 56588 5827344 5883932 444197 111049 0 0 379782 457499 444197 1281478 1922217 64701 19901 56588 141190 94946 114375 111049 320370 480555 47926 34109 13817 13817 ACCRUED PAYROLL 256382 PAYCHECK PROTECTION PROGRAM LOAN 533900 790282 8675032 656 656 8674376 0 8674376 5884588 656 656 5883932 0 5883932 PART XI, LINE 2D - OTHER ADJUSTMENTS: LOSS INCLUDED WITH EXPENSES ON AFS 656. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS INCLUDED WITH EXPENSES ON AFS 656. X X X 1 0 0 0 0 0 0 0 0 NEHA PATEL CO-EXECUTIVE DIRECTOR 169438 36493 0 0 0 0 5586 990 27973 4957 202997 42440 0 0 JESSIE ULIBARRI CO-EXECUTIVE DIRECTOR 167424 34265 0 0 0 0 3696 628 25213 4283 196333 39176 0 0 MOLLY NOBLE VP, OPERATIONS 151951 18488 0 0 0 0 18980 2059 7028 762 177959 21309 0 0 VICTORIA SIMARANO SVP, LEGISLATIVE AFFAIRS 61698 10748 0 0 62969 0 11500 913 32384 2570 168551 14231 0 0 KELLY BADEN SVP, STRATEGIC INITIATIVES & SERVICE 129671 5158 0 0 0 0 19500 746 7630 292 156801 6196 0 0 PART I, LINE 4A VICTORIA SIMARANO RECEIVED A SEVERANCE PAYMENT OF $62,969. X 1 1979805 FMV 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 167,861. MANAGEMENT AND GENERAL EXPENSES 100,200. FUNDRAISING EXPENSES 11. TOTAL EXPENSES 268,072. PROGRAM CONSULTING: PROGRAM SERVICE EXPENSES 385,252. MANAGEMENT AND GENERAL EXPENSES 229,965. FUNDRAISING EXPENSES 26. TOTAL EXPENSES 615,243. PAYROLL OUTSOURCING FEES: PROGRAM SERVICE EXPENSES 33,155. MANAGEMENT AND GENERAL EXPENSES 19,791. FUNDRAISING EXPENSES 2. TOTAL EXPENSES 52,948. COMMUNICATIONS: PROGRAM SERVICE EXPENSES 94,689. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 862. TOTAL EXPENSES 95,551. LEGISLATIVE & SPECIAL PROJECT CONTRACTS: PROGRAM SERVICE EXPENSES 343,266. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 343,266. 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 251090 FMV