2020-09-30T14:37:28-05:00 2019-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2019-01-01 237026895 THE LEADERSHIP CONFERENCE EDUCATION FUND INC LEAD 2024663434 1620 L STREET NW NO 1100 WASHINGTON DC 20036 MONICA WOODS EXECUTIVE VP & COO 2024663434 2020-09-30 1 RICHARD J LOCASTRO CPA P00288314 3019519090 75.103.231.202 2020-09-30 15:37:23 ED P FF16D77653F3D7C4C20B8532A1D3BA36122446EB D09B25F2EF68C29D358303A1D2DCFCCD9E3A835B 2019 2021-01-29 14:40:06Z VANITA GUPTA 1620 L STREET NW NO 1100 WASHINGTON DC 20036 26913785 0 X WWW.LEADERSHIPCONFERENCEEDFUND.ORG X 1969 DC SEE PART III, LINE 1. 9 9 118 0 0 0 26484342 26435895 0 0 38840 421230 647402 -46342 27170584 26810783 485000 0 0 0 5935426 8618449 0 0 930199 11305746 8341922 17726172 16960371 9444412 9850412 25893940 37341845 2434338 3385397 23459602 33956448 X TO PROMOTE AN UNDERSTANDING OF THE NEED FOR NATIONAL POLICIES THAT SUPPORT CIVIL RIGHTS AND SOCIAL AND ECONOMIC JUSTICE. 0 0 2509768 CENSUS / GET OUT THE COUNT: THE CENSUS COUNTS CAMPAIGN IS A PUBLIC EDUCATION, COMMUNICATION, COMMUNITY ENGAGEMENT, AND OUTREACH DRIVE DESIGNED TO ENSURE MAXIMUM PARTICIPATION-PARTICULARLY AMONG THE HARDEST-TO-COUNT (HTC) COMMUNITIES, SUCH AS PEOPLE OF COLOR, URBAN AND LOW-INCOME HOUSEHOLDS, IMMIGRANTS, LIMITED-ENGLISH PROFICIENT POPULATIONS, AND YOUNG CHILDREN-IN THE 2020 CENSUS. THE CAMPAIGN BRINGS TOGETHER COMMUNITY-BASED ORGANIZATIONS ACROSS A WIDE SPECTRUM OF ADVOCACY: CIVIL RIGHTS, IMMIGRANT, LGBTQ, DISABILITY, INFANT AND CHILD, POVERTY AND HOMELESSNESS, FAITH-BASED, LABOR, HEALTH CARE, EDUCATION, YOUTH, AND MORE. THROUGH EDUCATION, TRAINING, ORGANIZING, AND OUTREACH, THESE ORGANIZERS AND ADVOCATES ARE WORKING TO ENSURE COMMUNITIES THE CENSUS HAS HISTORICALLY MISSED ARE COUNTED IN THE 2020 CENSUS. 2365065 ALL VOTING IS LOCAL (AVL): AVL LAUNCHED IN 2018, FIGHTS MODERN-DAY VOTER SUPPRESSION WITH MODERN-DAY SOLUTIONS, DEPLOYING A THREE-PRONGED APPROACH OF: DATA DRIVEN ORGANIZING, STRATEGIC COMMUNICATIONS, AND BUILDING GRASSROOTS POWER. THE COLLABORATIVE CAMPAIGN HOUSED AT THE EDUCATION FUND FIGHTS TO ELIMINATE NEEDLESS AND DISCRIMINATORY BARRIERS TO VOTING BEFORE THEY HAPPEN, TO BUILD A DEMOCRACY THAT WORKS FOR US ALL. AVL'S LONG-TERM GOAL IS TO ELIMINATE NEEDLESS AND DISCRIMINATORY BARRIERS TO VOTING, LEVERAGING THE COLLECTIVE STRENGTH OF LOCAL AND NATIONAL PARTNERS. 1970823 EDUCATION: THE EDUCATION FUND'S EDUCATION EQUITY PROGRAM WORKS TOWARDS ENSURING ALL YOUNG PEOPLE ARE FULLY INCLUDED IN RESPONSIVE, WELCOMING, RIGOROUS, AND FAIRLY RESOURCED SCHOOLS FROM EARLY CHILDHOOD THROUGH HIGHER EDUCATION THAT PREPARE ALL OF THEM FOR COLLEGE, CAREERS, LIFE, AND THE FULL EXERCISE OF THEIR SOCIAL, POLITICAL, AND ECONOMIC RIGHTS. OUR GOAL IS TO TRANSFORM EDUCATION DECISION-MAKING AT EVERY LEVEL SO THAT MARGINALIZED STUDENTS AND THEIR FAMILIES DRIVE DECISION-MAKING. 1423274 COMMUNICATIONS: THROUGH STRATEGIC COMMUNICATIONS INCLUDING THE DISSEMINATION OF INFORMATION, VIDEOS, FACT-SHEETS, TOOLS AND TRAININGS, THE EDUCATION FUND IS SHIFTING THE NARRATIVE ON CIVIL AND HUMAN RIGHTS TO GAIN PUBLIC WILL IN OUR FIGHT TOWARDS JUSTICE. 1126629 CRIMINAL JUSTICE AND POLICING: TRANSFORMING THE LEGAL SYSTEM TO ENSURE EQUAL JUSTICE, ACCOUNTABILITY, AND THE PROTECTION OF CIVIL RIGHTS, AND PARTNERING WITH COMMUNITIES AND POLICE DEPARTMENTS TO RETHINK PUBLIC SAFETY AND RENEW TRUST IN POLICING. 582336 VOTING RIGHTS ACT 572892 HUMAN RIGHTS AND FIGHTING HATE AND BIAS 501886 FAIR COURTS 3287441 OTHER PROGRAMS, INCLUDING CAPACITY BUILDING AND CONDUCTING PUBLIC EDUCATION ON CIVIL RIGHTS ISSUES 7494458 14340114 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 81 0 1 118 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 1 1 1 0 0 AL CA FL GA IL KS KY MA MD MI MN MS NC NH NJ NM OR PA RI SC TN UT VA WI WV X MONICA WOODS 2024663434 1620 L STREET NW NO 1100 WASHINGTON DC 20036 CAROLYN OSOLINK CHAIR 1.00 X X 0 0 0 JOHN RELMAN TREASURER 1.00 X X 0 0 0 STEPHANIE VALENCIA RAMIREZ SECRETARY 1.00 X X 0 0 0 ELIZABETH BIRCH DIRECTOR 1.00 X 0 0 0 MICHAEL D CALHOUN DIRECTOR 1.00 X 0 0 0 GARY LAMARCHE DIRECTOR 1.00 X 0 0 0 JAMES RUCKER DIRECTOR 1.00 X 0 0 0 DORIAN WARREN DIRECTOR 1.00 X 0 0 0 JUDITH LITCHMAN EX-OFFICIO BOARD MEMBER 1.00 X 0 0 0 VANITA GUPTA PRESIDENT & CEO 30.00 X 282641 0 29755 WHITNEY HERRINGTON EXECUTIVE VP & COO (UNTIL 11/2019) 30.00 X 108648 0 1994 ASHLEY ALLISON EVP - CAMPAIGNS 35.00 X 196075 0 16676 ALLYN BROOKS-LASURE EVP - COMMUNICATIONS 30.00 X 170020 0 25808 LASHAWN WARREN SENIOR VP - CAMPAIGNS 30.00 X 151996 0 11081 HANNAH FRIED DIRECTOR - ALL VOTING IS LOCAL 40.00 X 156955 0 16571 KRISTINE LUCIUS EVP - POLICY (UNTIL 9/2019) 30.00 X 65280 0 13706 GABRIELLE SHERB VP OF DEVELOPMENT 30.00 X 135439 0 3585 TAMARA CHRISLER MANAGING DIRECTOR - POLICY 30.00 X 134307 0 7848 CORRINE YU SENIOR PROGRAM DIRECTOR 40.00 X 136407 0 16799 MEGAN GALL DATA DIRECTOR 40.00 X 136400 0 11471 KELLY BREWINGTON COMMUNICATIONS DIRECTOR 40.00 X 135620 0 15157 LYNDA GARCIA CAMPAIGN DIRECTOR 40.00 X 136528 0 21712 ANJALI THAKUR-MITTAL MANAGING DIRECTOR - FIELD 40.00 X 128168 0 28353 2074484 0 220516 37 0 1 0 KIVVIT LLC 222 W MERCHANDISE MART PLAZA STE 2 CHICAGO IL 60654 RESEARCH & EDUCATION 250858 SPITFIRE STRATEGIES LLC 2300 N STREET NW STE 610 WASHINGTON DC 20037 COMMUNICATIONS CONSULTANT 165892 THE EDUCATION TRUST INC 1250 H STREET NW WASHINGTON DC 20005 EDUCATION CONSULTANT 150000 MARCUM LLP 1899 L STREET STE 850 WASHINGTON DC 20036 FINANCE CONSULTANT 146391 AMERICAN CONSTITUTION SOCIETY FOR LAW & 1899 L STREET 200 WASHINGTON DC 20036 STRATEGY CONSULTANT 125000 11 329785 26106110 297739 26435895 421230 421230 26815 329785 103002 -76187 -76187 OTHER REVENUE 900099 29845 29845 29845 26810783 0 0 374888 X 1528385 1196325 104393 227667 5728587 4845945 563231 319411 266324 220415 28659 17250 559055 438248 77713 43094 536098 446055 49760 40283 48353 35025 9651 3677 47560 47560 29255 29255 3782317 3296194 466820 19303 552420 552420 476637 380716 67354 28567 60761 44012 12128 4621 936063 787103 83445 65515 882906 767267 14678 100961 800482 781455 16620 2407 137550 99635 27455 10460 35460 25685 7078 2697 TAXES 2050 1485 409 156 DUES AND SUBSCRIPTIONS 197607 166795 13490 17322 STAFF DEVELOPMENT 156898 113649 31317 11932 BAD DEBT 87327 63256 17430 6641 108276 78429 21612 8235 16960371 14340114 1690058 930199 100000 16380085 7555693 3761661 5714574 4248187 98671 215354 70156 1177409 665002 396914 512407 8462101 11833420 2044351 1404953 437258 25893940 37341845 819026 1568924 1615312 1816473 2434338 3385397 X 9695282 21757959 13764320 12198489 23459602 33956448 25893940 37341845 9850412 646434 0 X 0 1 X 1 0 X 6457664 9844951 14543346 26484342 26435895 83766198 6457664 9844951 14543346 26484342 26435895 83766198 39778380 43987818 -45530 536189 669039 160382 421230 1741310 312159 312159 320403 373998 1371 213701 29845 939318 86758985 0.50700 0.52390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 16960371 16960371 998019 249505 0 0 564206 714475 897358 998019 3174058 4761087 0 0 485000 485000 141051 178619 224040 249505 793215 1189823 0 0 200000 200000 893555 87122 -81241 1061918 1181176 -287621 893555 1083727 97449 1181176 988549 95178 1083727 981787 6762 988549 1.00000 0 0 188060 140180 47880 836805 387832 448973 152544 136990 15554 512407 DEFERRED COMPENSATION 342815 DEFERRED RENT ABATEMENT AND LEASE INCENTIVES 1473658 1816473 X 27427962 646434 646434 26781528 29255 29255 26810783 16931116 0 16931116 29255 29255 16960371 PART V, LINE 4: THE EDUCATION FUND'S ENDOWMENT CONSISTS OF THE CAROL PITCHERSKY DEVELOPMENT FUND, A DONOR-RESTRICTED ENDOWMENT FUND, THE PRINCIPAL OF WHICH IS CLASSIFIED WITHIN PERMANENTLY RESTRICTED NET ASSETS. THE ENDOWMENT HELPS TO FUND A FELLOWSHIP AWARDED EVERY OTHER YEAR TO AN ASPIRING DEVELOPMENT PROFESSIONAL OF COLOR. THE FELLOWSHIP CONSISTS OF A TWO-YEAR PAID FULL-TIME PLACEMENT IN THE FUNDRAISING DIVISION OF A CIVIL RIGHTS OR HUMAN RIGHTS ORGANIZATION. PART X, LINE 2: FOR THE YEARS ENDED DECEMBER 31, 2019 AND 2018, THE EDUCATION FUND 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. ANNUAL DINNER 356600 329785 26815 103002 356600 329785 26815 103002 103002 -76187 X X 0 0 0 0 0 0 0 0 0 VANITA GUPTA PRESIDENT & CEO 282641 0 0 0 0 0 18200 0 11555 0 312396 0 0 0 WHITNEY HERRINGTON EXECUTIVE VP & COO (UNTIL 11/2019) 108648 0 0 0 0 0 0 0 1994 0 110642 0 0 0 ASHLEY ALLISON EVP - CAMPAIGNS 196075 0 0 0 0 0 13535 0 3141 0 212751 0 0 0 ALLYN BROOKS-LASURE EVP - COMMUNICATIONS 170020 0 0 0 0 0 13331 0 12477 0 195828 0 0 0 LASHAWN WARREN SENIOR VP - CAMPAIGNS 151996 0 0 0 0 0 5381 0 5700 0 163077 0 0 0 HANNAH FRIED DIRECTOR - ALL VOTING IS LOCAL 156955 0 0 0 0 0 9046 0 7525 0 173526 0 0 0 KRISTINE LUCIUS EVP - POLICY (UNTIL 9/2019) 65280 0 0 0 0 0 10702 0 3004 0 78986 0 0 0 GABRIELLE SHERB VP OF DEVELOPMENT 135439 0 0 0 0 0 3585 0 0 0 139024 0 0 0 TAMARA CHRISLER MANAGING DIRECTOR - POLICY 134307 0 0 0 0 0 1645 0 6203 0 142155 0 0 0 CORRINE YU SENIOR PROGRAM DIRECTOR 136407 0 0 0 0 0 10501 0 6298 0 153206 0 0 0 KELLY BREWINGTON COMMUNICATIONS DIRECTOR 135620 0 0 0 0 0 3375 0 11782 0 150777 0 0 0 LYNDA GARCIA CAMPAIGN DIRECTOR 136528 0 0 0 0 0 7000 0 14712 0 158240 0 0 0 ANJALI THAKUR-MITTAL MANAGING DIRECTOR - FIELD 128168 0 0 0 0 0 9231 0 19122 0 156521 0 0 0 X 2 297739 FMV 0 0 1 0 PART I, COLUMN (B): THIS COLUMN REPORTS THE TOTAL NUMBER OF NON-CASH CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 8B THE COMMITTEES OF THE BOARD OF DIRECTORS DO NOT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. THE COMMITTEES BRING RECOMENDATIONS TO THE FULL BOARD FOR CONSIDERATION. THEREFORE, DOCUMENTATION OF COMMITTEE ACTIVITY IS HANDLED THROUGH THE MINUTES OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE LEADERSHIP CONFERENCE EDUCATION FUND'S FORM 990 IS REVIEWED IN ITS ENTIRETY BY MANAGEMENT AND THE AUDIT COMMITTEE IN CONSULATION WITH THE INDEPENDENT AUDITORS. A COMPLETE COPY IS GIVEN TO ALL MEMEBERS OF THE BOAD BEFORE FILING. BOARD MEMBERS ARE ENCOURAGED TO REVIEW THE 990 AND SUBMIT QUESTIONS OR COMMENTS TO THE AUDIT COMMITTEE FOR CLARIFICATION. UPON REVIEW AND APPLICABLE ADJUSTMENTS, THE 990 IS THEN FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12 BOARD MEMBERS REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A THE PROCESS FOR COMPENSATION APPROVAL INCLUDES ANNUAL COST OF LIVING ADJUSTMENTS FOR EMPLOYEES, MERIT INCREASES, AND PERIODIC INCREASES TO ENSURE EQUITY AMONG STAFF AND THE MARKET FOR THE NOT-FOR-PROFIT SECTOR. ONE-TIME ADJUSTMENTS ARE BASED ON THIRD PARTY CONSULTATION RESULTING IN MARKET ANALYSIS OF SALARIES IN THE NOT-FOR-PROFIT SECTOR IN WASHINGTON, DC. SALARY RANGES AND SPECIFIC SALARIES FOR THE PRESIDENT ARE SET BY THE BOARD OF DIRECTORS. THE BOARD HAS A STANDING COMMITTEE FOR PERSONNEL ISSUES. THE LAST COMPENSATION REVIEW WAS CONDUCTED BY THE BOARD IN JANUARY OF 2019. ALL OTHER STAFF SALARIES ARE SET BY THE PRESIDENT AND COO UNDER ADVICE OF A SALARY STUDY AND THIRD PARTY CONSULTATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G ONLINE SERVICES: PROGRAM SERVICE EXPENSES 34,905. MANAGEMENT AND GENERAL EXPENSES 8,762. FUNDRAISING EXPENSES 362. TOTAL EXPENSES 44,029. RECRUITING: PROGRAM SERVICE EXPENSES 19,693. MANAGEMENT AND GENERAL EXPENSES 4,943. FUNDRAISING EXPENSES 204. TOTAL EXPENSES 24,840. CONSULTING: PROGRAM SERVICE EXPENSES 1,774,205. MANAGEMENT AND GENERAL EXPENSES 445,352. FUNDRAISING EXPENSES 18,400. TOTAL EXPENSES 2,237,957. TEMPORARY AGENCY SUPPORT: PROGRAM SERVICE EXPENSES 30,928. MANAGEMENT AND GENERAL EXPENSES 7,763. FUNDRAISING EXPENSES 321. TOTAL EXPENSES 39,012. SUBCONTRACTORS: PROGRAM SERVICE EXPENSES 1,436,463. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 16. TOTAL EXPENSES 1,436,479. FORM 990 - GENERAL EXPLANATION: ALTHOUGH NOT RELATED FOR FORM 990 REPORTING PURPOSES, THE EDUCATION FUND IS REPORTING THE FOLLOWING INFORMATION ABOUT THE LEADERSHIP CONFERENCE ON CIVIL AND HUMAN RIGHTS, INC.: ADDRESS: 1620 L STREET, NW, SUITE 1100, WASHINGTON, DC 20036 EIN: 52-0789800 PRIMARY ACTIVITY: TO PROMOTE THE ENACTMENT AND ENFORCEMENT OF EFFECTIVE CIVIL RIGHTS LEGISLATION AND POLICY LEGAL DOMICILE: WASHINGTON, DC EXEMPT CODE SECTION: 501(C)(4) DIRECT CONTROLLING ENTITY: N/A TRANSACTIONS: THE EDUCATION FUND SHARES EMPLOYEES AND OFFICE SPACE WITH THE LEADERSHIP CONFERENCE PURSUANT TO A SERVICES AND FACILITIES AGREEMENT. ALL FEDERAL EMPLOYMENT TAX RETURNS ARE FILED BY THE EDUCATION FUND ON BEHALF OF BOTH ORGANIZATIONS. THE LEADERSHIP CONFERENCE PAYS ITS PORTION OF PAYROLL SERVICES THROUGH REGULAR REIMBURSEMENTS. THE EDUCATION FUND RECEIVED PAYMENTS OF $1,805,965 FROM THE LEADERSHIP CONFERENCE FOR SHARED EXPENSES DURING THE YEAR. FORM 990, PART VII, SECTION A: PURSUANT TO THE ABOVE COST SHARING AGREEMENT, THE LEADERSHIP CONFERENCE REIMBURSED THE EDUCATION FUND FOR OFFICER COMPENSATION AS FOLLOWS: VANITA GUPTA: $72,882 COMPENSATION, $2,980 BENEFITS WHITNEY HERRINGTON: $39,509 COMPENSATION, $725 BENEFITS