2019-11-12T14:09:00-06:00 2018-12-31 390758449 WIPFLI LLP 7887 E BELLEVIEW AVE SUITE 700 DENVER CO 80111 990 2018-01-01 841550841 THE BELL POLICY CENTER BELL 3032970456 1905 SHERMAN STREET SUITE 900 DENVER CO 802031130 SCOTT WASSERMAN PRESIDENT 3032970456 2019-11-12 1 ROBERT E FABRY CPA P00757821 3037590089 2019-11-12 50.225.135.84 2019-11-12 12:53:35 MS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 D6D023FF5968838D9F7315FBD23D5FD0313DB4A1 2018 2020-04-17 16:48:07Z SCOTT WASSERMAN 1905 SHERMAN STREET SUITE 900 DENVER CO 802031130 2243214 0 X WWW.BELLPOLICY.ORG X 2000 CO THE BELL POLICY CENTER'S MISSION IS TO ENSURE ECONOMIC MOBILITY FOR EVERY COLORADAN. WE WORK TO IGNITE A CONVERSATION THAT INSPIRES COMMUNITIES AND THEIR LEADERS TO TRANSFORM COLORADO INTO A STATE WHERE EVERYONE THRIVES. 8 8 17 10 0 0 1260714 2162754 53942 79858 23 51 3204 551 1317883 2243214 0 0 0 0 808987 966218 0 0 110430 280194 337751 1089181 1303969 228702 939245 637396 1595781 24790 43930 612606 1551851 X THE BELL POLICY CENTER'S MISSION IS TO ENSURE ECONOMIC MOBILITY FOR EVERY COLORADAN. WE WORK TO IGNITE A CONVERSATION THAT INSPIRES COMMUNITIES AND THEIR LEADERS TO TRANSFORM COLORADO INTO A STATE WHERE EVERYONE THRIVES. 0 0 1061644 80409 THE BELL POLICY CENTER PROVIDES RESEARCH, OUTREACH, ADVOCACY, AND STRATEGIC COMMUNICATION ON THE INTERSECTING FORCES AFFECTING ECONOMIC MOBILITY IN COLORADO: ECONOMIC INEQUALITY, CHANGING DEMOGRAPHICS, TECHNOLOGY'S EFFECT ON THE WAY WE WORK AND LEARN, AND SHRINKING PUBLIC INVESTMENT. WE ARE INVESTING NEW ENERGY AND IDEAS INTO A STRATEGY THAT IGNITES A CONVERSATION ABOUT THE LOSS OF ECONOMIC MOBILITY IN COLORADO AND THE POLICIES THAT WILL RESTORE IT. THROUGH POLICY RESEARCH AND ANALYSIS, OUTREACH AND COALITION BUILDING, STRATEGIC COMMUNICATIONS, AND ADVOCACY, WE ADVANCE THE FOLLOWING GOALS:1. ECONOMIC MOBILITY AND PUBLIC INVESTMENT NARRATIVETHROUGH A SUSTAINED, STRATEGIC COMMUNICATIONS AND RESEARCH EFFORT, ELEVATE OUR REFRAMED NARRATIVE ON ECONOMIC MOBILITY INTO THE LARGER POLICY CONVERSATION. USE THIS NARRATIVE TO ADVANCE AND DEFEND POLICY GAINS FOR LOW- AND MODERATE INCOME COLORADANS AND TO DEFINE AND STRENGTHEN THE CASE FOR PUBLIC INVESTMENT, FISCAL REFORM, AND A MORE EQUITABLE TAX SYSTEM.2. FAMILY ECONOMIC SECURITYBUILD AND ADVANCE AN ACTIONABLE AGENDA FOR FAMILY ECONOMIC SECURITY, WITH A FOCUS ON EARLY CARE AND EDUCATION, TWO-GENERATION APPROACHES, HEALTHY AGING AND LONG-TERM CARE, STRENGTHENING AND PROTECTING SYSTEMS THAT MEET BASIC HUMAN NEEDS, AND FINANCIAL EMPOWERMENT.3. EQUITY IN THE FUTURE OF WORK AND LEARNINGDEVELOP A BODY OF RESEARCH AND AN ACTIONABLE AGENDA FOR PROMOTING EQUITY AND ECONOMIC MOBILITY IN THE CHANGING WORKFORCE AND POSTSECONDARY EDUCATION ECOSYSTEM AND BUILD ON THE STATE'S LANDMARK PROGRESS ON WORKFORCE DEVELOPMENT INNOVATIONS. 2018 ACCOMPLISHMENTS INCLUDED:--RELEASED GUIDE TO ECONOMIC MOBILITY IN JANUARY 2018, WHICH EXAMINED FOUR MAJOR FORCES AFFECTING ECONOMIC MOBILITY AS WELL AS POLICY CHANGES AND INVESTMENTS THAT COULD ADVANCE ECONOMIC MOBILITY IN LIGHT OF THESE FORCES. --RELEASED "COLORADO'S MIDDLE CLASS FAMILIES: CHARACTERISTICS AND COST PRESSURES" IN CONJUNCTION WITH RESEARCHERS FROM THE UNIVERSITY OF COLORADO DENVER SCHOOL OF PUBLIC AFFAIRS, EXAMINING HOW THE EXPENSES ASSOCIATED WITH A MIDDLE-CLASS LIFESTYLE ARE BECOMING INCREASINGLY OUT OF REACH FOR MOST COLORADANS.--PRODUCED 2018 BALLOT GUIDE, WHICH PROVIDED COLORADANS WITH ACCESSIBLE INFORMATION ABOUT EACH OF THE STATEWIDE MEASURES ON THE 2018 BALLOT. PRESENTED THE BALLOT GUIDE TO A VARIETY OF AUDIENCES AROUND THE STATE, EDUCATING MORE THAN 870 PEOPLE ABOUT THE ISSUES. 5,611 PEOPLE VIEWED THE BALLOT GUIDE ON OUR WEBSITE.--DEVELOPED FINANCIAL EQUITY COALITION WITH MORE THAN 25+ MEMBERS IN FOUR ACTIVE SUBGROUPS WORKING ON PREDATORY LENDING, RETIREMENT SECURITY, STUDENT DEBT, AND FINANCIAL EDUCATION AND ASSET BUILDING STRATEGIES. WORKED WITH THE COALITION TO DEVELOP WWW.FINANCIALEQUITY.ORG, A NEW WEBSITE HUB FOR THE COALITION AND RESOURCE FOR ITS OUTREACH.--CO-LED A SUCCESSFUL INITIATIVE TO CAP PAYDAY LENDING RATES AT THE 36% USURY LIMIT FOR OTHER INSTALLMENT LOANS IN COLORADO, PREVENTING COLORADANS FROM BEING TRAPPED IN CYCLES OF DEBT.--DEVELOPED AND ADVANCED A RETIREMENT SAVINGS LEGISLATIVE PROPOSAL AND EXPANDED SUPPORT AMONG SMALL BUSINESSES AND OTHER KEY GROUPS. --PRESENTED OUR FINDINGS FROM THE GUIDE TO ECONOMIC MOBILITY AND THE MIDDLE-CLASS ANALYSIS AT SEVERAL EVENTS, INCLUDING HOSTING A "BEYOND THE BOOM" PANEL DISCUSSION ON THE GUIDE WITH JOURNALISTS AND A FIRST FRIDAY BREAKFAST AT THE UNIVERSITY OF COLORADO DENVER SCHOOL OF PUBLIC AFFAIRS, PRESENTING FINDINGS FROM THE MIDDLE-CLASS ANALYSIS. WE ALSO SHARED FINDINGS FROM THE MIDDLE-CLASS ANALYSIS AT THE BIDEN INSTITUTE CONFERENCE IN SEPTEMBER. 1061644 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 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 1 0 0 0 1 7 0 1 17 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 X X JULIE PECAUT 3032970456 1905 SHERMAN STREET 900 DENVER CO 80203 KATHLEEN BEATTY BOARD CHAIR 2.00 X X 0 0 0 LAUREN ARNOLD TREASURER 2.00 X X 0 0 0 KELLY NORDINI BOARD MEMBER 1.00 X 0 0 0 MICHAEL BREWER BOARD MEMBER 1.00 X 0 0 0 NOEL GINSBURG BOARD MEMBER 1.00 X 0 0 0 VATSALA PATHY BOARD MEMBER 1.00 X 0 0 0 MAXIMILLIAN POTTER BOARD MEMBER 1.00 X 0 0 0 RAY RIVERA BOARD MEMBER 1.00 X 0 0 0 SCOTT WASSERMAN PRESIDENT 40.00 X 140350 0 17419 JULIE PECAUT SECRETARY 40.00 X 79390 0 14018 219740 0 31437 1 0 1 0 0 2162754 2162754 SERVICE INCOME 611430 79858 79858 79858 51 51 OTHER INCOME 900099 551 551 551 2243214 80409 0 51 X 219741 118094 48839 52808 617101 564224 31750 21127 5287 4382 472 433 59900 47381 6529 5990 64189 52316 6192 5681 12266 12266 166459 148354 9582 8523 5291 5291 14266 11198 1011 2057 6394 5058 697 639 83424 65989 9093 8342 5515 5515 2414 2168 189 57 722 571 79 72 4920 3892 536 492 TELEPHONE 17155 13570 1870 1715 EQUIPMENT AND REPAIRS 5717 4522 623 572 PRINTING/PUBLICATIONS 4931 3043 89 1799 EVENT EXPENSES 4607 4607 3670 1469 2078 123 1303969 1061644 131895 110430 424448 483392 75054 413105 126775 649167 35734 5422 3019 38270 32736 0 5534 5697 5830 637396 1595781 17778 41301 7012 2629 24790 43930 X 266749 602733 345857 949118 612606 1551851 637396 1595781 939245 0 X 0 1 X 0 0 X 1175291 1049711 857916 1260714 2162754 6506386 1175291 1049711 857916 1260714 2162754 6506386 2510756 3995630 20 31 23 51 125 1851 4226 4500 3204 551 14332 6520843 0.61270 0.57350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 742 34395 35137 1026507 1061644 181164 45291 0 0 176233 175800 155715 181164 688912 1033368 23490 17278 53911 35137 129816 44058 43950 38929 45291 172228 258342 588 153 428 742 1911 38270 32736 5534 5534 DEFERRED RENT LIABILITY 2629 2629 X 2243214 0 2243214 0 2243214 1303969 0 1303969 0 1303969 PART X, LINE 2: THE ORGANIZATION APPLIES A MORE-LIKELY-THAN-NOT MEASUREMENT METHODOLOGY TO REFLECT THE FINANCIAL STATEMENT IMPACT OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. AFTER EVALUATING THE TAX POSITIONS TAKEN, NONE ARE CONSIDERED TO BE UNCERTAIN; THEREFORE, NO AMOUNTS HAVE BEEN RECOGNIZED AS OF DECEMBER 31, 2018 AND 2017. X X X 0 0 0 0 0 0 0 0 0 SCOTT WASSERMAN PRESIDENT 140350 0 0 0 0 0 0 0 17419 0 157769 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990 AS AN OFFICER OF THE BOARD, THE ORGANIZATIONS EXECUTIVE DIRECTOR REVIEWS THE DRAFT 990 AND MAKES ANY NECESSARY COMMENTS. WHEN THESE CHANGES HAVE BEEN MADE, THE BOARD RECEIVES THE DRAFT 990 VIA EMAIL FOR THEIR REVIEW. ANY NECESSARY CHANGES ARE MADE AND THE CPA (TAX PREPARER) IS NOTIFIED THAT THE 990 IS READY FOR FILING WITH THE IRS. FORM 990, PART VI, SECTION C, LINE 18 OTHER ORGANIZATION DOCUMENTS ARE PUBLICLY AVAILABLE. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G DESIGNERS: PROGRAM SERVICE EXPENSES 3,116. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 300. TOTAL EXPENSES 3,416. PAYROLL PROCESSING: PROGRAM SERVICE EXPENSES 5,716. MANAGEMENT AND GENERAL EXPENSES 788. FUNDRAISING EXPENSES 723. TOTAL EXPENSES 7,227. RECRUITMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 180. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 180. CONSULTING: PROGRAM SERVICE EXPENSES 40,279. MANAGEMENT AND GENERAL EXPENSES 8,614. FUNDRAISING EXPENSES 7,500. TOTAL EXPENSES 56,393. GBC PROFESSIONAL: PROGRAM SERVICE EXPENSES 41,616. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 41,616. PROGRAM CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 57,627. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 57,627. THE BELL ACTION NETWORK 1905 SHERMAN STREET 900 DENVER CO 802031130 841550842 CO 501(C)(4) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0