2019-11-14T16:26:37-06:00 2018-12-31 814234542 BPM LLP 10 ALMADEN BOULEVARD SUITE 1000 SAN JOSE CA 951132238 990 2018-01-01 943297479 POLICYLINK POLI 5106634307 1438 WEBSTER STREET NO 303 OAKLAND CA 946123228 MICHAEL HASSID CHIEF FINANCIAL OFFICER 5106632333 2019-11-12 1 MICHAEL STEPHEN SCHAFFER P00210063 4089616300 2019-11-12 208.184.139.130 2019-11-12 17:38:28 PS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 FD6251F6FB7123D4B026EB6814EBA84C6E349BAE 2018 2020-03-31 21:24:44Z MICHAEL MCAFEE 1438 WEBSTER STREET NO 303 OAKLAND CA 946123228 14061990 0 X WWW.POLICYLINK.ORG X 1998 CA POLICYLINK IS A NONPROFIT PUBLIC BENEFIT CORPORATION AND A NATIONAL RESEARCH AND ACTION INSTITUTE ADVANCING RACIAL AND ECONOMIC EQUITY BY LIFTING UP WHAT WORKS. 11 10 79 10 0 41186 15600017 10219323 3262049 3752619 16636 15908 67546 74140 18946248 14061990 0 0 0 0 8349473 8061847 0 0 355706 4267585 7008188 12617058 15070035 6329190 -1008045 21869116 20776651 1428207 1343787 20440909 19432864 X POLICYLINK IS A NONPROFIT PUBLIC BENEFIT CORPORATION AND A NATIONAL RESEARCH AND ACTION INSTITUTE ADVANCING RACIAL AND ECONOMIC EQUITY BY LIFTING UP WHAT WORKS. 0 0 3867901 828031 EQUITABLE ECONOMY: THIS PORTFOLIO IS DEDICATED TO PROMOTING ECONOMIC INCLUSION AND OWNERSHIP TO ELIMINATE POVERTY, SHRINK INEQUALITY, AND INCREASE MOBILITY. THIS PROGRAM INCLUDES ALL-IN-CITIES, NATIONAL EQUITY ATLAS, BAY AREA EQUITY ATLAS, THE FEDERAL JOB GUARANTEE, RACIAL WEALTH GAP, CORPORATE RACIAL EQUITY INDEX AND FINANCIAL SECURITY AND IS A BODY OF WORK DRIVEN BY DATA AND DEMOGRAPHIC ANALYSIS THAT IS APPLIED TO THE DEVELOPMENT OF POLICY PROPOSALS AND STRATEGY DEVELOPMENT TO SECURE OPPORTUNITY FOR ALL, INCLUDING PEOPLE IN LOW INCOME COMMUNITIES AND COMMUNITIES OF COLOR. THESE PROGRAMS ARE DESIGNED TO FURTHER THE DEVELOPMENT OF AN EQUITABLE ECONOMY: ONE IN WHICH WORKING-CLASS PEOPLE AND PEOPLE OF COLOR HAVE GOOD JOBS, ECONOMIC SECURITY, RISING STANDARDS OF LIVING, AND INCREASED VOICE, POWER, AND OWNERSHIP. 3542303 1642733 HEALTHY COMMUNITIES OF OPPORTUNITY: THIS PORTFOLIO IS DEDICATED TO CREATING AND MAINTAINING OPPORTUNITY-RICH COMMUNITIES IN ALL NEIGHBORHOODS AND ALL REGIONS OF THE COUNTRY THROUGH STRONG NETWORKS AND SOCIAL CAPITAL, EQUITABLE DEVELOPMENT, AND INFRASTRUCTURE INVESTMENTS THAT ENABLE LOW-INCOME PEOPLE AND COMMUNITIES OF COLOR TO THRIVE. WORK IN THIS AREA INCLUDES ADVANCING HOUSING JUSTICE, ADVOCATING FOR EQUITABLE INFRASTRUCTURE INVESTMENTS, CULTIVATING INCLUSIVE SOCIAL ENTERPRISES IN AN EQUITABLE FOOD SYSTEM, PUSHING FOR WATER JUSTICE AND CLIMATE RESILIENCE, AND SUPPORTING CRADLE-TO-CAREER POLICIES AND PRACTICIES. THIS PROGRAM INCLUDES SUCH PROJECTS AS ANTI-DISPLACEMENT POLICY NETWORK; AFFIRMATIVELY FURTHERING FAIR HOUSING; WATER EQUITY AND CLIMATE RESILIENCE CAUCUS, THE CONVERGENCE PARTNERSHIP; CRADLE-TO-CAREER ADVOCACY; BUILDING AND SUSTAINING HEALTHY COMMUNITIES; HEALTHY FOOD PROCUREMENT; HEALTH EQUITY FELLOWSHIP FOR SYSTEMS CHANGE LEADERS; COMMUNITY DEVELOPMENT INVESTMENT INITIATIVE; AND ARTS, CULTURE, AND EQUITABLE DEVELOPMENT INITIATIVE. 2176905 131990 JUST SOCIETY: THIS PORTFOLIO IS DEDICATED TO BUILDING POWER AND EXPANDING AGENCY TO ENSURE THAT ALL SYSTEMS AND INSTITUTIONS ARE JUST, FREE OF RACIAL BIAS, AND LEAD TO A VIBRANT DEMOCRACY WHERE ALL, ESPECIALLY THE MOST VULNERABLE, CAN PARTICIPATE AND PROSPER. TO DO SO, THE ORGANIZATION PROVIDES REPRESENTATION, ANALYSIS, AND STRATEGIES TO COMMUNITY-BASED COALITIONS WORKING TOWARD EQUITY IN ECONOMIC DEVELOPMENT AND CRIMINAL JUSTICE. THIS INCLUDES ADVANCING POLICIES RELATED TO INEQUITABLE FINES AND FINES, POLICY ACOUNTABILITY AND ALTERNATIVES, AND THE NEEDS OF BOYS AND MEN OF COLOR. SPECIFIC PROJECTS INCLUDE POLICYLINK LEGAL; ALLIANCE FOR BOYS AND MEN OF COLOR; COMMUNITY-CENTERED POLICING, FINES AND FEES; AND PUBLIC SAFETY METRICS. 4105065 1220017 CONSTITUENCY ENGAGEMENT, FRAMING, AND NETWORK. CENTRAL TO ITS MISSION, POLICYLINK SEEKS TO EXPAND THE THINKING, REACH, AND POWER OF LOCAL PARTNERS BY CREATING MORE FERTILE GROUND FOR ACTION THROUGH FRAMING NATIONAL DEBATES AND POLICY ADVOCACY. THIS PORTFOLIO IS DEDICATED TO SUPPORTING AND GROWING THE EQUITY MOVEMENT AND BUILDING NEW ALLIANCES AND PARTNERSHIPS ACROSS THE POLICYLINK PROGRAM AREAS THAT EMPOWER ADVOCATES TO WIN ON EQUITY. THE ORGANIZATION'S FLAGSHIP INITIATIVE IS THE EQUITY SUMMIT, WHICH IS HELD APPROXIMATELY EVERY THREE YEARS AND ASSEMBLES OVER 4,000 LEADERS TO DESIGN AND CHART THE COURSE OF THE EQUITY MOVEMENT. ADDITIONAL PROJECTS INCLUDE THE FOLLOWING: THE OFFICE OF THE FOUNDER IN RESIDENCE, RACE EQUITY AND INCLUSION CONSULTANCIES, AND STRATEGIC COMMUNICATIONS INITIATIVES. 4105065 1220017 13692174 1 1 0 1 0 0 0 0 0 1 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 0 0 0 0 0 1 1 0 0 0 1 89 0 79 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 10 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA NY X X RITA GOLDBERGER 5106632333 1438 WEBSTER STREET NO 303 OAKLAND CA 946123228 MICHAEL MCAFEE CEO, DIRECTOR 40.00 1.00 X X 226833 0 33411 CATHERINE S MUTHER DIRECTOR, CHAIR 1.00 1.00 X X 0 0 0 DOLORES ACEVADO-GARCIA DIRECTOR 1.00 1.00 X 0 0 0 GEOFFREY CANADA DIRECTOR 1.00 1.00 X 0 0 0 JOAN WALSH DIRECTOR 1.00 1.00 X 0 0 0 MANUEL PASTOR JR DIRECTOR 1.00 1.00 X 0 0 0 MICHAEL SKOLNIK DIRECTOR 1.00 1.00 X 0 0 0 RADHIKA FOX DIRECTOR 1.00 1.00 X 0 0 0 RICHARD BARON DIRECTOR 1.00 1.00 X 0 0 0 SHERI DUNN BERRY DIRECTOR 1.00 1.00 X 0 0 0 STEWART KWOH DIRECTOR 1.00 1.00 X 0 0 0 JOSHUA KIRSCHENBAUM CHIEF OPERATING OFFICER 40.00 1.00 X 214145 0 22379 LAUREN WEBSTER CHIEF FINANCIAL OFFICER 40.00 1.00 X 126400 0 32189 ANGELA GLOVER BLACKWELL CEO (THRU 3/18), FOUNDER IN RESIDENCE 40.00 1.00 X 259830 0 55379 AMANDA M NAVARRO MANAGING DIRECTOR 40.00 1.00 X 153000 0 26591 KALIMA ROSE VP FOR STRATEGIC INITIATIVES 40.00 1.00 X 183600 0 36092 MILDRED HAWK DANIEL VP OF COMMUNICATIONS 40.00 1.00 X 185000 0 30061 VICTOR RUBIN VP OF RESEARCH 40.00 1.00 X 175000 0 50861 CHRISTOPHER BROWN DIRECTOR, GOVERNMENT AND POLICY AFFAIRS 40.00 1.00 X 144116 0 9822 JENNIFER THOMPSON DIRECTOR OF HUMAN RESOURCES AND ADMINISTRATION 40.00 1.00 X 137413 0 37149 LISA CYLAR BARRETT MANAGING DIRECTOR 40.00 1.00 X 145648 0 30417 MARC A PHILPART II MANAGING DIRECTOR 40.00 1.00 X 143919 0 34489 SARAH TREUHAFT MANAGING DIRECTOR 40.00 1.00 X 147900 0 19271 2242804 0 418111 24 0 1 0 UNIVERSITY OF SOUTHERN CALIFORNIA 950 W JEFFERSON JEF 102 LOS ANGELES CA 90089 RESEARCH, WRITING, EDITING ON REGIONAL E 150000 THE RABEN GROUP LLC 1341 G STREET NW 5TH FLOOR WASHINGTON DC 20005 COMMUNICATIONS CONSULTING 148267 2 10219323 10219323 CONTRACTS 541900 2702608 2702608 CONFERENCE 900099 1050011 1050011 3752619 15908 15908 3988 0 3988 3988 3988 HONORARIA 900099 70152 70152 70152 14061990 3822771 0 19896 X 1810771 1512230 158589 139952 4783021 4226570 461041 95410 242127 225295 16037 795 777978 686791 83369 7818 447950 405187 33585 9178 24584 6993 17591 104222 104222 2355862 2288994 16113 50755 166244 146569 16867 2808 721757 655785 48941 17031 1143838 1123710 7887 12241 1932556 1929858 706 1992 123078 111824 8349 2905 OTHER 132666 87335 34934 10397 TELEPHONE 78767 73668 3559 1540 PRINTING & PUBLICATIONS 67952 67036 716 200 TEMPORARY AGENCIES AND 67122 63267 2860 995 89540 81062 6789 1689 15070035 13692174 1022155 355706 1685756 1381165 10329145 11813527 7898219 5970913 1143681 1165037 451471 185159 1369607 1162703 291423 206904 69421 53946 21869116 20776651 679307 941121 461956 170477 286944 232189 1428207 1343787 X 10482541 12172111 6958368 7260753 3000000 0 20440909 19432864 21869116 20776651 -1008045 0 X X 0 1 X 1 0 X 6631934 15064131 15740914 15600017 10219323 63256319 6631934 15064131 15740914 15600017 10219323 63256319 31110764 32145555 9 276 8568 16636 19896 45385 63301704 14966736 0.50780 0.45390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6136 86586 92722 14977313 15070035 903502 225876 0 0 857186 758350 780853 903502 3299891 4949837 144271 179935 225159 92722 642087 214297 189588 195213 225876 824974 1237461 22979 27471 28080 6136 84666 7100000 500000 6600000 3000000 4100000 7100000 3000000 3000000 3000000 3000000 1.00000 0 0 589281 450321 138960 780326 712382 67944 206904 CAPITAL LEASE OBLIGATIONS 14448 DEFERRED RENT LIABILITY 217741 232189 14061990 0 14061990 0 14061990 15070035 0 15070035 0 15070035 PART V, LINE 4: THE BOARD ESTABLISHED THE RESERVE FUND AND GROWTH FUND TO ENSURE THE STABILITY OF THE MISSION, PROGRAMS, PERSONNEL, AND ONGOING OPERATIONS OF POLICYLINK AND TO PROVIDE A SOURCE OF INTERNAL FUNDS FOR CAPACITY BUILDING. X 1 1 X X X 0 0 0 0 0 0 0 1 0 MICHAEL MCAFEE CEO, DIRECTOR 223333 0 3500 0 0 0 11785 0 21626 0 260244 0 0 0 JOSHUA KIRSCHENBAUM CHIEF OPERATING OFFICER 208333 0 5812 0 0 0 12849 0 9530 0 236524 0 0 0 LAUREN WEBSTER CHIEF FINANCIAL OFFICER 126400 0 0 0 0 0 7584 0 24605 0 158589 0 0 0 ANGELA GLOVER BLACKWELL CEO (THRU 3/18), FOUNDER IN RESIDENC 259830 0 0 0 0 0 15590 0 39789 0 315209 0 0 0 AMANDA M NAVARRO MANAGING DIRECTOR 153000 0 0 0 0 0 9180 0 17411 0 179591 0 0 0 KALIMA ROSE VP FOR STRATEGIC INITIATIVES 183600 0 0 0 0 0 11016 0 25076 0 219692 0 0 0 MILDRED HAWK DANIEL VP OF COMMUNICATIONS 185000 0 0 0 0 0 11100 0 18961 0 215061 0 0 0 VICTOR RUBIN VP OF RESEARCH 175000 0 0 0 0 0 10500 0 40361 0 225861 0 0 0 CHRISTOPHER BROWN DIRECTOR, GOVERNMENT AND POLICY AFFA 140616 0 3500 0 0 0 8647 0 1175 0 153938 0 0 0 JENNIFER THOMPSON DIRECTOR OF HUMAN RESOURCES AND ADMI 137413 0 0 0 0 0 7234 0 29915 0 174562 0 0 0 LISA CYLAR BARRETT MANAGING DIRECTOR 138148 0 7500 0 0 0 8614 0 21803 0 176065 0 0 0 MARC A PHILPART II MANAGING DIRECTOR 142800 0 1119 0 0 0 8635 0 25854 0 178408 0 0 0 SARAH TREUHAFT MANAGING DIRECTOR 147900 0 0 0 0 0 8874 0 10397 0 167171 0 0 0 PART I, LINE 1A THE CEO LEASES AN APARTMENT IN NEW YORK AND POLICYLINK LEASES A ROOM IN WASHINGTON, DC, WHERE POLICYLINK'S SECOND LARGEST OFFICE AND OTHER SIGNIFICANT PROGRAM WORK ARE LOCATED. TO MANAGE LODGING COSTS FOR ORGANIZATIONAL RELATED TRAVEL, POLICYLINK REIMBURSES THE CEO FOR A PORTION OF THE COSTS RELATED TO THE NEW YORK LEASE. POLICYLINK MAINTAINS A CURRENT COPY OF THE LEASES. THIS ARRANGEMENT HAS RESULTED IN SAVINGS TO THE ORGANIZATION. PART I, LINE 7 BONUSES WERE DETERMINED BY THE CEO AND WERE BASED ON PERFORMANCE. THE CEO'S BONUS MUST BE APPROVED BY THE BOARD. FORM 990, PART VI, SECTION A, LINE 2 JOSHUA KIRSCHENBAUM, COO, IS MARRIED TO SARAH TREUHAFT, MANAGING DIRECTOR. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM IN CONJUNCTION WITH THE ORGANIZATION'S ACCOUNTING MANAGER AND CFO. A DRAFT OF FORM 990 IS THEN REVIEWED BY THE ACCOUNTING MANAGER AND CFO, AND ANY CORRECTIONS/MODIFICATIONS ARE THEN MADE BY THE OUTSIDE CPA. THE REVISED DRAFT IS THEN REVIEWED BY THE CFO AND CHIEF OPERATING OFFICER. ANY CONCERNS THAT THE CFO HAS ARE RAISED WITH THE CPA FIRM, AND, WHEN NECESSARY, THE CHIEF OPERATING OFFICER. WHEN A CONSENSUS IS ACHIEVED, THE RETURN IS THEN FINALIZED AND ELECTRONICALLY FILED WITH THE TAXING AUTHORITIES. THE FILED FORM 990 IS SUBMITTED TO THE ENTIRE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS RENEW THEIR CONFLICT OF INTEREST STATEMENT ANNUALLY. IN THE STATEMENT, THEY PLEDGE TO ALERT THE ORGANIZATION OF ANY CONFLICTS AS THEY ARISE, NOT JUST ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15A THE SALARY FOR THE CEO WAS APPROVED BY THE BOARD OF DIRECTORS, AFTER A REVIEW OF COMPENSATION DATA FOR THE SAME POSITION IN SIMILAR ORGANIZATIONS, COMPILED FROM NONPROFIT INDUSTRY SURVEYS, AS WELL AS INFORMATION FROM SPECIFIC ORGANIZATIONS OF SIMILAR IMPACT. THE SALARIES FOR THE VICE PRESIDENT AND CFO WERE SET BY THE CEO. FORM 990, PART VI, SECTION C, LINE 19 POLICYLINK MAKES ITS FINANCIAL STATEMENTS, ORGANIZING DOCUMENTS, AND CONFLICT OF INTEREST/ETHICS POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROJECT CONSULTANT FEES: PROGRAM SERVICE EXPENSES 933,314. MANAGEMENT AND GENERAL EXPENSES 16,113. FUNDRAISING EXPENSES 50,755. TOTAL EXPENSES 1,000,182. ALLIANCE: PROGRAM SERVICE EXPENSES 202,640. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 202,640. ARTS & CULTURE: PROGRAM SERVICE EXPENSES 65,608. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 65,608. DC COMMUNICATION INITIATIVE: PROGRAM SERVICE EXPENSES 48,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 48,000. EQUITY SUPERIOR: PROGRAM SERVICE EXPENSES 134,251. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 134,251. GROWTH FUND: PROGRAM SERVICE EXPENSES 290,555. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 290,555. IMAGE: PROGRAM SERVICE EXPENSES 92,522. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 92,522. LONG ISLAND: PROGRAM SERVICE EXPENSES 91,667. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 91,667. MEN, BOYS, COLOR: PROGRAM SERVICE EXPENSES 221,701. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 221,701. SUMMIT: PROGRAM SERVICE EXPENSES 134,478. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 134,478. WATER EQUITY: PROGRAM SERVICE EXPENSES 74,258. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 74,258. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. POLICYLINK EQUITY ACTION NETWORK 1714 FRANKLIN STREET 100-283 OAKLAND CA 946133409 473469925 ADVOCACY CA 501(C)(4) POLICYLINK 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 POLICYLINK EQUITY ACTION NETWORK D 73492 ACTUAL