2019-05-14T11:22:52-05:00 2018-12-31 420714325 RSM US LLP 9737 WASHINGTONIAN BLVD 400 GAITHERSBURG MD 20878 990 2018-01-01 521081024 INDEPENDENT SECTOR INDE 2024676100 1602 L STREET NW NO 900 WASHINGTON DC 20036 CAROLYN MOLLEN CFO 2024676100 2019-05-09 1 WILLIAM E TURCO CPA P00369217 3012963600 66.98.98.9 2019-05-09 23:35:48 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 00BFBB601F26E6691F3C42FDB75EEBE807206D5E 2018 2019-02-21 02:37:17Z DAN CARDINALI 1602 L STREET NW NO 900 WASHINGTON DC 20036 10300389 0 X WWW.INDEPENDENTSECTOR.ORG X 1980 DC TO LEAD AND CATALYZE THE CHARITABLE COMMUNITY, (SEE SCHEDULE O) PARTNERING WITH GOVERNMENT, BUSINESS, AND INDIVIDUALS TO ADVANCE THE COMMON GOOD. 19 19 40 375 52896 0 10211632 7810916 695956 537205 362229 368268 -18697 107088 11251120 8823477 0 0 0 0 4708205 5187273 0 0 644061 3913389 4629783 8621594 9817056 2629526 -993579 42128674 40191068 12428546 12154250 29700128 28036818 X TO LEAD AND CATALYZE THE CHARITABLE COMMUNITY, PARTNERING WITH GOVERNMENT, BUSINESS, AND INDIVIDUALS TO ADVANCE THE COMMON GOOD. 0 0 5648763 401577 OVERVIEWINDEPENDENT SECTOR IS THE ONLY NATIONAL MEMBERSHIP ORGANIZATION THAT BRINGS A DIVERSE SET OF NONPROFITS, FOUNDATIONS, AND CORPORATIONS TOGETHER TO ADVANCE THE COMMON GOOD. THE IS MEMBERSHIP OF 400 ORGANIZATIONS REPRESENTS A CROSS-SECTION OF THE CHARITABLE COMMUNITY INCLUDING LOCAL, REGIONAL AND NATIONAL PUBLIC CHARITIES, FOUNDATIONS, CORPORATE GIVING PROGRAMS, AND OTHER ORGANIZATIONS COMMITTED TO ADVANCING THE COMMON GOOD. WE ENGAGE MEMBERS OF DIFFERENT TYPES, SIZES, MISSION AREAS, AND GEOGRAPHIES, AND INVOLVE OUR MEMBERSHIP IN OUR EFFORTS TO STRENGTHEN THE CHARITABLE COMMUNITY. THIS INCLUDES: DEVELOPING POLICY POSITIONS AND AMPLIFYING THE VOICE OF THE CHARITABLE COMMUNITY TO POLICYMAKERS, SUPPORTING AND DEVELOPING ESTABLISHED AND EMERGING LEADERS, AND PROMOTING GOOD GOVERNANCE STANDARDS. MEMBERS ARE INFORMED THROUGH OUR DAILY AND MONTHLY COMMUNICATIONS, AND THROUGH REPORTS ON RELEVANT TOPICS PROVIDING INSIGHT INTO THE FORCES SHAPING THE CHARITABLE COMMUNITY. MEMBERS ARE ENGAGED THROUGH COMMITTEES, AD HOC GROUPS, ONLINE AND IN-PERSON EVENTS, AND AT UPSWELL, WHERE THEY BRING THEIR THOUGHT LEADERSHIP AND EXPERTISE, AS WELL AS THEIR DESIRE TO FURTHER DEVELOP THEIR SKILLS AND KNOWLEDGE AND CONNECT WITH OTHER CHANGEMAKERS. INDEPENDENT SECTOR IS EXPANDING THE WAYS WE ENGAGE CHANGEMAKERS TO BUILD COMMUNITY IN THE SECTOR, LEAD ON POLICY ISSUES ON BEHALF OF THE SECTOR, AND BUILD KNOWLEDGE FOR ACCELERATING THE SECTOR'S IMPACT. IN 2018, IS LAUNCHED UPSWELL, A NEW ANNUAL GATHERING AND PLATFORM FOR ENGAGEMENT THAT HARNESSES THE POWER OF COMMUNITY-SERVICE ORGANIZATIONS AND THE BROADER SOCIAL SECTOR TO BRING ABOUT POSITIVE CHANGE AND STRENGTHEN THE BONDS OF CIVIL SOCIETY. UPSWELL GROWS OUT OF THE TRADITION OF THE INDEPENDENT SECTOR CONFERENCE, BRINGING TOGETHER CHANGEMAKERS IN A HIGHLY INTERACTIVE EXPERIENCE WHERE THEY WILL LEARN NEW SKILLS, BUILD DEEPER RELATIONSHIPS, BE OUT IN THE COMMUNITY, AND COLLABORATE ON ACTION-ORIENTED PROJECTS. OUR INAUGURAL UPSWELL SUMMIT WAS HELD IN LOS ANGELES ON NOVEMBER 14-16, 2018. OVER 1,500 CHANGEMAKERS FROM ACROSS THE COUNTRY TOOK PART IN THE UPSWELL SUMMIT AND RELATED GATHERINGS IN 2018. IS CONTINUES TO ADVANCE A SOLUTIONS-ORIENTED POLICY AGENDA, DRIVEN BY RESEARCH AND SUPPORTED BY STRONG SECTOR PARTNERSHIPS. WE ENGAGE MEMBER ORGANIZATIONS, ACADEMICS, LEGAL EXPERTS, AND OTHER STAKEHOLDERS TO CULTIVATE NEW LEGISLATIVE CHAMPIONS AND GENERATE NEW DATA TO INFORM OUR EFFORTS. IS CONTINUES TO OFFER COMPREHENSIVE RESOURCES ON ETHICS, ACCOUNTABILITY, AND GOOD GOVERNANCE. OUR COMPETITIVE FELLOWS PROGRAM FOR NEXT GENERATION LEADERS SAW AN UNPRECEDENTEDLY LARGE AND DIVERSE APPLICANT POOL IN 2018. AND WE LAUNCHED THE FIRST PHASE OF A PROJECT TO DEVELOP A NEW NARRATIVE FOR THE CHARITABLE SECTOR THAT WILL HELP ORGANIZATIONS TELL THEIR OWN STORY AS PART OF A LARGER AWARENESS OF CIVIL SOCIETY'S UNIQUE ROLE AND IMPACT IN AMERICAN LIFE.IN 2018, WE CONTINUED TO REFINE AND EXPAND UPON THE STRATEGIC VISION OF IS (AND FRAMEWORK), ORIGINALLY APPROVED BY THE BOARD OF DIRECTORS IN 2015. WE FURTHER CEMENTED THE CONSTRUCT OF THREE STRATEGIC DRIVERS FOR THE ORGANIZATION EACH OF WHICH SPEAKS DIRECTLY TO A BODY OF WORK THAT PROPELS THE ORGANIZATION TOWARD MISSION ACHIEVEMENT. THOSE STRATEGIC DRIVERS ARE: (1) COMMUNITY BUILDING; (2) POLICY LEADERSHIP; AND (3) ACCELERATING SECTOR IMPACT. OUR COMMUNITY BUILDING AND POLICY LEADERSHIP "STRATEGIC DRIVERS" HAVE A DIRECT HISTORICAL TIE TO THE FOUNDING OF THE ORGANIZATION. AT THE TIME OF OUR FOUNDING, JOHN GARDNER SPOKE CLEARLY ABOUT THE NEED FOR A "VITAL MEETING GROUND" FOR OUR SECTOR A PLACE WHERE SECTOR LEADERS COULD COME TOGETHER TO LEARN, TO SHARE IDEAS, AND TO BUILD A COLLECTIVE SENSE OF AGENCY, OR VOICE, FOR THE NONPROFIT SECTOR. OUR COMMUNITY BUILDING WORK OF TODAY BUILDS ON THAT THEME, USING NEW MEANS OF CONTINUOUS ENGAGEMENT TO BUILD OUR COMMUNITY AND GROW OUR SENSE OF "SECTOR-NESS." SIMILARLY, GARDNER SPOKE OF INDEPENDENT SECTOR AS THE ORGANIZATION THAT WOULD WORK WITH THE POLICY MAKING COMMUNITY TO MAKE CERTAIN THAT THE INTERESTS OF CHARITABLE NONPROFITS WERE PROTECTED AND PROMOTED IN THE POLICY MAKING PROCESS. TODAY, PUBLIC POLICY LEADERSHIP FOR INDEPENDENT SECTOR MEANS NOT ONLY PROTECTING THE INTERESTS OF OUR SECTOR, BUT WORKING PROACTIVELY TO SHAPE THE POLICY ENVIRONMENT AND POLICY CONVERSATIONS IN WAYS THAT BETTER EQUIP SECTOR ORGANIZATIONS TO MEET THE CHALLENGES AND THE OPPORTUNITIES FOUND IN OUR NATION TODAY. FINALLY, THE THIRD LEG OF OUR STOOL "ACCELERATING SECTOR IMPACT" FOCUSES ON A SELECT AREA OF PROGRAMMATIC ACTIVITY WHEREIN WE CAN MAKE SECTOR ORGANIZATIONS MORE EFFECTIVE AND MORE EFFICIENT IN THE PURSUIT OF THEIR RESPECTIVE MISSIONS. OUR HALLMARK EFFORT HERE CONTINUES TO BE OUR ETHICS AND ACCOUNTABILITY WORK AND THE 33 PRINCIPLES FOR GOOD GOVERNANCE AND ETHICAL CONDUCT. COMMUNITY BUILDING:UPSWELL IS A SERIES OF CONVENINGS ENERGIZED BY A NATIONAL COMMUNITY OF CHANGEMAKERS OF ALL KINDS NONPROFIT LEADERS, COMMUNITY ORGANIZERS, PHILANTHROPISTS, SOCIAL ENTREPRENEURS, GOVERNMENT OFFICIALS, CORPORATE RESPONSIBILITY PROFESSIONALS AND MORE. UPSWELL PROVIDES THE PREMIER MEETING GROUND FOR THESE LEADERS TO SHARE THEIR EXPERIENCES AND EXPERTISE TO DISCUSS AND ADDRESS CRITICAL ISSUES FACING OUR SECTOR, THE NATION AND THE WORLD. UPSWELL WAS HELD IN NOVEMBER IN LOS ANGELES AND OVER 1,500 PEOPLE ATTENDED. OVER 725 ORGANIZATIONS WERE REPRESENTED, ATTENDEES REPRESENTED 34 STATES AND 55% OF THE ATTENDEES WERE HEADS OF ORGANIZATIONS OR SENIOR LEADERS WITHIN THEIR ORGANIZATION. THE EXPERTISE AND VIBRANCY OF ALL OUR PARTICIPANTS PRODUCED A WORLD-CLASS EXCHANGE OF IDEAS. WITH OVER 249 SPEAKERS, THE MEETING FEATURED OVER 220 INNOVATIVE SESSION FORMATS THAT HELPED PARTICIPANTS EXAMINE HOW TO CREATE SOLUTIONS, BUILD LASTING IMPACT AND CREATE BRIGHTER FUTURES FOR THEIR ORGANIZATIONS AND THE PEOPLE THEY SERVE. THE PROGRAM INCLUDED 18 IMMERSIVE TOURS AND COMMUNITY DINNER EVENTS THAT ALLOWED ATTENDEES TO SEE AND HEAR LOCAL LEADER NARRATIVES ON L.A.'S INNOVATIVE CHANGES THAT HELP TO CREATE IMPACT IN THE COMMUNITY. UPSWELL BUILDS AND EQUIPS A DIVERSE COMMUNITY OF CHANGEMAKERS DEDICATED TO ENSURING A SOCIETY WHERE ALL CAN THRIVE.POLICY LEADER:INDEPENDENT SECTOR (IS) PROVIDES LEADERSHIP FOR AND COLLABORATES WITH OUR MEMBER ORGANIZATIONS AND OTHER STAKEHOLDERS TO EDUCATE PUBLIC OFFICIALS ABOUT THE VALUE OF THE CHARITABLE COMMUNITY AND TO ADVOCATE FOR FEDERAL POLICIES AND REGULATIONS THAT ADVANCE THE ABILITY OF CHARITABLE AND PHILANTHROPIC ORGANIZATIONS TO SERVE THEIR COMMUNITIES. IN 2018, WE CONTINUED TO INFORM AND GALVANIZE OUR SECTOR ALLIES AROUND KEY ISSUES, EDUCATE LAWMAKERS ABOUT THE SECTOR'S ESSENTIAL ROLE IN SOCIETY AND IN THE NATIONAL ECONOMY, AND ADVOCATE FOR POLICIES THAT IMPROVE THE ABILITY OF NONPROFIT ORGANIZATIONS TO ACHIEVE THEIR MISSIONS.IN LATE 2017, CONGRESS PASSED THE TAX CUTS AND JOBS ACT, A MAJOR PIECE OF TAX LEGISLATION THAT THREATENS NONPROFITS' ABILITY TO FULFILL THEIR MISSIONS. EARLY IN 2018, INDEPENDENT SECTOR PARTNERED WITH NONPROFIT ORGANIZATIONS ACROSS THE COUNTRY TO IDENTIFY THE REAL IMPACT OF THE NEW TAX LAWS, HOW NONPROFITS MAY COPE, AND POLICY OPPORTUNITIES TO MINIMIZE OR EVEN REVERSE THE PROJECTED DAMAGE CAUSED BY THE TAX BILL. INDEPENDENT SECTOR WORKED WITH COALITION PARTNERS TO INTRODUCE SEVERAL NEW PIECES OF LEGISLATION DESIGNED TO BOOST GIVING THROUGH NEW TAX INCENTIVES AND REPEAL LAWS THAT SIGNIFICANTLY RAISE TAXES ON NONPROFIT ORGANIZATIONS. A SEPARATE SET OF COALITIONS ALSO WORKED TO FEND OFF CONTINUED EFFORTS TO REPEAL OR WEAKEN THE LAW PROTECTING CHARITABLE ORGANIZATIONS FROM PARTISAN POLITICS CALLED THE JOHNSON AMENDMENT. UNFORTUNATELY, REPEAL EFFORTS ARE GAINING SUPPORT WITH EACH SUBSEQUENT ATTEMPT, SO WE ANTICIPATE CONTINUING TO SEE NEW PROPOSALS IN BILLS FOR THE FORESEEABLE FUTURE. TO ADDRESS THIS PROBLEM, IS CONTINUED TO WORK WITH THE BRIGHT LINES PROJECT TO TACKLE THE BIGGER ISSUE PROMPTING THE JOHNSON AMENDMENT DEBATE: CONFUSING RULES GOVERNING NONPROFIT POLITICAL ACTIVITY. INDEPENDENT SECTOR ALSO TRACKED AND ADVOCATED ON A WIDE RANGE OF OTHER ISSUES SUCH AS PUBLIC SERVICE LOAN FORGIVENESS, FEDERAL SPENDING, INDIVIDUAL RETIREMENT ACCOUNT GIVING, THE FOREIGN AGENTS REGISTRATION ACT, AND MORE. 940563 75553 COMMUNICATIONS:IN SUPPORT OF EACH OF ITS STRATEGIC DRIVERS, INDEPENDENT SECTOR WORKS TO COMMUNICATE THE VALUE OF THE CHARITABLE COMMUNITY TO THE MEDIA, ELECTED OFFICIALS, THE PUBLIC, AND STAFF AT PUBLIC CHARITIES AND FOUNDATIONS WHILE EDUCATING ITS MEMBERSHIP AND AUDIENCES ACROSS THE SOCIAL GOOD SPACE ON EMERGING CHALLENGES, OPPORTUNITIES, AND TRENDS. IN 2018, COVERAGE OF IS ACTIVITIES APPEARED MORE THAN 1,500 TIMES IN NATIONAL OUTLETS AND TRADE PUBLICATIONS. MEDIA REPRESENTATIVES LOOK TO IS FOR EXPERTISE ON VOLUNTEERING, ETHICS AND ACCOUNTABILITY, THE STATE AND FUTURE OF CIVIL SOCIETY, AND PUBLIC POLICY ISSUESPARTICULARLY THOSE INVOLVING TAX AND FISCAL POLICY AFFECTING THE CHARITABLE COMMUNITY. INDEPENDENT SECTOR CONTINUES TO SERVE AS A SOURCE OF BEST PRACTICES, STRATEGIES, AND EMERGENT TRENDS IN THE CHARITABLE COMMUNITY, AND A FORUM TO DISCUSS THEM. WE ARE ALSO CONTINUALLY IMPROVING OUR DIGITAL PRESENCE, USER EXPERIENCE, CIRCULATION OF KEY INFORMATION, AND OPPORTUNITIES FOR ENGAGEMENT. IN 2018, WE LAUNCHED UPSWELL.ORG FOR UPSWELL LA, OUR REIMAGINED ANNUAL EVENT, WHICH BRINGS TOGETHER CHANGEMAKERS OF ALL KINDS FROM AROUND THE COUNTRY. WE ALSO REBRANDED OUR POLICY PODCAST TO VOICES FOR GOOD, AND ADDED A NEW PODCAST, CIVIL RENEWAL, WHICH FEATURED THOUGHT LEADERSHIP OF DAN CARDINALI, OUR PRESIDENT AND CEO, AND OTHER NONPROFIT LEADERS ON THE TOPIC OF CIVIL SOCIETY IN THE 21ST CENTURY. WE ALSO CONTINUED TO GROW AUDIENCES AND ENGAGEMENT ON SOCIAL MEDIA USING TWITTER, FACEBOOK, LINKEDIN, AND INSTAGRAM. WE ALSO CONTINUED TO FEATURE OUR MEMBERS AND PARTNERS IN SEVERAL PUBLICATIONS INCLUDING OUR DAILY MEMBERSHIP NEWSLETTER, DAILY DIGEST, OUR MONTHLY POLICY NEWSLETTER, VOICES FOR GOOD, AND OUR UPSWELL WEEKLY NEWSLETTER, THE CURRENT. 837014 ACCELERATING SECTOR IMPACT:IN 2018, INDEPENDENT SECTOR CONTINUED TO REFINE AND CONSOLIDATE ITS KEY PROGRAMMATIC AREAS TO ENSURE THEY ALIGN WITH IS ORGANIZATIONAL DRIVERS OF COMMUNITY BUILDING; PUBLIC POLICY; AND STRENGTHENING THE NONPROFIT SECTOR. DEVELOPING A SECTOR NARRATIVE. THE GOAL OF A SECTOR NARRATIVE IS TO HELP CONVEY THE SECTOR'S POWER, ROLE, IMPACT IN IMPROVING AMERICAN CIVIL SOCIETY, WITH SPECIFIC FOCUS ON HOW TO REFRAME HOW THE SECTOR MUST BE RESOURCED APPROPRIATELY IN ORDER TO ENSURE ORGANIZATIONAL RESILIENCY AND ULTIMATELY, SERVE OUR COMMUNITIES. MANY OTHER SECTORS, LIKE SMALL BUSINESS, HAVE A CLEAR NARRATIVE OF HOW THE SMALL BUSINESS COMMUNITY CONTRIBUTES TO IMPROVING CIVIL SOCIETY. WE SEEK TO DO THE SAME WITH THE NONPROFIT SECTOR. IN 2018, WE ENGAGED KEY STAKEHOLDERS ACROSS THE COUNTRY TO REFINE AND TEST AN INITIAL MESSAGING FRAMEWORK. THROUGH PARTNERING WITH AN EXPERT COMMUNICATIONS AND MARKETING FIRMS OGILVY AND SPRINGBOARD PARTNERS WE ALSO DRAFTED A BRAND CAMPAIGN FRAMEWORK AND PILOTED TWO SMALL TESTS OF FRAMEWORK ADOPTION. MORE INFORMATION, INCLUDING A PROMOTIONAL VIDEO OF THE WORK FOR SHARING CAN BE FOUND AT INDEPENDENTSECT.ORG/NARRATIVE. PATHWAYS. IN 2018, IS CONTINUED TO CULTIVATE A NEW INITIATIVE TO BUILD A MARKETPLACE FOR "WHAT WORKS", OTHERWISE KNOWN AS "PATHWAYS". THE GOAL OF PATHWAYS IS TO EXPLORE HOW TO IDENTIFY PATTERNS AND TRENDS OF THE MOST EFFECTIVE SOLUTIONS AND THEN BRING THEM TO SCALE. IN THIS PILOT, LOCAL EDUCATION LEADERS JOINED WITH A NATIONAL COHORT TO SURFACE ISSUES AND ACTIONABLE SOLUTIONS AND MET FIVE TIMES THROUGHOUT THE YEAR. THE COHORT ISSUED LEARNINGS AT THE END OF 2018, WHICH INCLUDED THE NEED FOR REAL, DELIBERATE ENGAGEMENT TO CULTIVATE TRUST AMONG PARTNERS AND THE DESIRE FOR A CENTRALIZED SYSTEM WHICH COULD PROVIDE DATA ON PERFORMANCE, OUTCOMES AND SUCCESSES OF PROGRAMS.NGEN: IS CONTINUED THE AMERICAN EXPRESS NGEN FELLOWS PROGRAM, A YEAR-LONG FELLOWSHIP FOR 12 NONPROFIT AND PHILANTHROPIC LEADERS AGE 40 AND UNDER TO STRENGTHEN THEIR LEADERSHIP CAPACITY AND GROW THEIR PERSONAL AND PROFESSIONAL NETWORKS. SINCE ITS INCEPTION, THE FELLOWS ALUMNI PROGRAM THAT HAS GROWN TO OVER 100 FORMER FELLOWS WITH A DIVERSE RANGE OF POSITIONS AND SPECIALTIES IN ADDRESSING SOCIAL CHANGE. IN ADDITION, WE CONTINUED TO RECOGNIZE ONE HIGHLY ACCOMPLISHED SECTOR LEADER WHO HAS ALREADY DEMONSTRATED SIGNIFICANT IMPACT IN ADDRESSING SOCIETY'S CRITICAL NEEDS AS PART OF THE AMERICAN EXPRESS NGEN LEADERSHIP AWARD. TO DATE WE HAVE IDENTIFIED MORE THAN 40 FINALISTS WITH DISTINCT SOCIAL IMPACT AND HONORED NINE RECIPIENTS. ETHICS AND ACCOUNTABILITY: IN 2018, IS CONTINUED TO PROMOTE THE 'PRINCIPLES FOR GOOD GOVERNANCE AND ETHICAL PRACTICE'. SINCE ITS RELEASE IN FEBRUARY 2015, THE IS PRINCIPLES HAVE BEEN BROADLY DISSEMINATED ACROSS THE CHARITABLE SECTOR. IN 2018, OUR PRINCIPLES WEB PAGES COLLECTIVELY RECEIVED OVER 32,000 VIEWS. IS BROUGHT THE PRINCIPLES TO KEY CHARITABLE SECTOR LEADERS THROUGH A SERIES OF ONLINE AND IN PERSON EDUCATIONAL EVENTS. IS PRESENTED FOUR DIGITAL LEARNING EVENTS ON BOARD GOVERNANCE, BOARD PERFORMANCE, AND HARASSMENT IN THE WORKPLACE. IS STAFF ALSO SPOKE AT FOUR SECTOR CONFERENCES IN 2018, INCLUDING THE ALLIANCE MANAGEMENT INSTITUTE, THE YOUNG NONPROFIT PROFESSIONALS NETWORK ANNUAL CONFERENCE, AND THE AMERICAN ALLIANCE OF MUSEUMS ANNUAL MEETING.JOHN W. GARDNER LEADERSHIP AWARD :AS IT DOES EVERY YEAR, INDEPENDENT SECTOR CONTINUES TO HONOR THE LEGACY OF ITS FOUNDER THROUGH THE AWARD OF THE JOHN W. GARDNER LEADERSHIP AWARD. IN 2018, THE AWARD WAS PRESENTED TO ANGELA GLOVER BLACKWELL, FOUNDER OF POLICY LINK. SHE IS HONORED FOR PROPELLING A NATIONWIDE MOVEMENT AND PAVING THE WAY FOR THE NEXT GENERATION OF EQUITY CHAMPIONS. 7426340 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 15 0 1 40 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 AZ CA CO CT DC FL GA HI IL KS KY MA MD ME MI MS MN NC NH NM NY OH OK PA RI SC TN UT VA WA WI AK X X CAROLYN MOLLEN 2024676100 1602 L STREET NW NO 900 WASHINGTON DC 20036 JEFFREY L BRADACH CHAIR 1.00 X X 0 0 0 FRED BLACKWELL VICE-CHAIR 1.00 X X 0 0 0 SONYA CAMPION SECRETARY 1.00 X X 0 0 0 NICOLE ANDERSON DIRECTOR 1.00 X 0 0 0 ANTONY CHIANG DIRECTOR 1.00 X 0 0 0 JIM CLARK DIRECTOR 1.00 X 0 0 0 JIM GIBBONS DIRECTOR 1.00 X 0 0 0 RON KAGAN DIRECTOR 1.00 X 0 0 0 SARAH KASTELIC DIRECTOR 1.00 X 0 0 0 LARRY KRAMER DIRECTOR 1.00 X 0 0 0 JANINE LEE DIRECTOR 1.00 X 0 0 0 ROBERT L LYNCH DIRECTOR 1.00 X 0 0 0 TERRY MAZANY DIRECTOR 1.00 X 0 0 0 MICHAEL MCAFEE DIRECTOR 1.00 X 0 0 0 TIMOTHY J MCCLIMON DIRECTOR 1.00 X 0 0 0 DIANE MELLEY DIRECTOR 1.00 X 0 0 0 JENNIFER FORD REEDY DIRECTOR 1.00 X 0 0 0 HENRY TIMMS DIRECTOR 1.00 X 0 0 0 DAVID WILLIAMS DIRECTOR 1.00 X 0 0 0 KATHY CALVIN DIRECTOR UNTIL 11/2018 1.00 X 0 0 0 DANIEL J CARDINALI DIRECTOR 38.00 X 524141 0 49200 VICTOR REINOSO COO 38.00 X 257800 0 21685 CAROLYN MOLLEN CFO 38.00 X 211955 0 11829 JEFF MOORE CSO 38.00 X 219098 0 35137 ROBERT JONES VP, ENGAGEMENT & COMMUNICATIONS 38.00 X 180967 0 23053 DANIELLE MAXWELL DIR. TALENT & ADMINISTRATIVE 38.00 X 135125 0 19752 LIZ CULKIN DIR. CONFERENCE & EVENT MGMT 38.00 X 130008 0 22615 ANDREW GOSSETT DIR. FOUNDATION RELATIONS 38.00 X 124993 0 14932 CHRISTIAN CLANSKY DIR. MARKETING & DIGITAL STRATEGY 38.00 X 123399 0 14295 1907486 0 212498 19 0 1 0 DEBRA MONTANINO 6128 29TH STREET NW WASHINGTON DC 20015 CONSULTING SUPPORT 246582 WASHINGTON COUNCIL E&Y 1001 PENNSYLVANIA AVE NW 601 WASHINGTON DC 20004 LEGAL CONSULTING 237500 OGILVY PUBLIC RELATIONS 636 11TH AVENUE NEW YORK NY 10036 PUBLIC RELATIONS 235087 MEMBERSUITE INC 47 PERIMETER CENTER EAST ATLANA GA 30346 TECHNOLOGY SERVICES 184991 OSI BEYOND LLC 4833 RUGBY AVENUE SUITE 400 BETHESDA MD 20814 TECHNOLOGY SERVICES 167565 6 2124175 5686741 12681 7810916 CONFERENCE FEES 900004 461652 401577 60075 PUBLICATION SALES 900099 75553 75553 537205 155193 155193 26803 26803 1425194 1476912 -51718 -51718 -21846 -29872 213075 0 213075 213075 213075 SUBLEASE INCOME 900099 84064 84064 PARKING SERVICES 812930 47939 47939 132003 8823477 477130 52896 482535 X 1342295 785735 457345 99215 3173662 1857757 1081326 234579 171288 100266 58361 12661 210945 123480 71873 15592 289083 169220 98496 21367 102498 102498 45228 45228 30441 30441 1515953 1015496 446362 54095 10395 10395 440638 72545 367451 642 57250 28625 28625 742902 742902 288823 220500 68323 716832 638073 67919 10840 405803 361218 38449 6136 232416 232416 27923 27923 IN-KIND EXPENSES 12681 12681 ALLOCATED OVERHEAD 0 1507947 -1628558 120611 9817056 7426340 1746655 644061 277608 534 2578278 2606186 2433060 2214690 183015 157871 109016 107146 37214994 10956844 27222089 26258150 8409324 8072332 916284 774159 42128674 40191068 965841 1252447 9915599 9571222 1375000 1125000 172106 205581 12428546 12154250 X 26380332 25652318 3319796 2384500 29700128 28036818 42128674 40191068 -993579 -669731 0 X 0 1 X 1 0 X 7482486 8420635 5146702 10211632 7812260 39073715 7482486 8420635 5146702 10211632 7812260 39073715 5243690 33830025 1070771 1303958 1127031 970891 1005190 5477841 44551556 3788611 0.75930 0.77310 X 19335 19335 8440511 8459846 572992 143248 0 0 699667 673493 536282 572992 2482434 3723651 23762 33216 43011 19335 119324 174917 168373 134071 143248 620609 930914 7181640 -316349 225490 6639801 6612008 779979 210347 7181640 6358065 416003 162060 6612008 4521437 1999216 -32393 130195 6358065 2500000 2000000 168829 147392 4521437 1.00000 0 0 5391820 5391820 26729411 7294705 19434706 2466540 1408121 1058419 2627223 2254018 373205 26258150 DEPOSITS HELD IN ESCROW 136701 DEFERRED RENT 10113 DEFERRED COMPENSATION PLAN LIABILITY 58767 205581 X 9553622 -669731 1344 -668387 10222009 30441 -1428973 -1398532 8823477 11216932 1344 1428973 1430317 9786615 30441 30441 9817056 PART V, LINE 4: THE UNRESTRICTED NET ASSETS OF INDEPENDENT SECTOR ARE REPORTED AS UNDESIGNATED AND BOARD DESIGNATED NET ASSETS. UNRESTRICTED NET ASSETS REPRESENT THE PORTION OF EXPENDABLE FUNDS THAT IS AVAILABLE TO SUPPORT THE OPERATIONS OF INDEPENDENT SECTOR, WHILE BOARD DESIGNATED NET ASSETS REPRESENT A PORTION OF UNRESTRICTED NET ASSETS FOR DESIGNATED PURPOSES AND CONSISTS OF A SHORT TERM BUILDING OPERATING FUND AND A LONG TERM RESERVE FUND WHICH WAS CREATED TO ESTABLISH A CORPUS FOR WHICH INVESTMENT INCOME WILL BE USED FOR GENERAL OPERATIONS. AS OF DECEMBER 31, 2018, BOARD DESIGNATED NET ASSETS INCLUDED $500,000 IN THE SHORT TERM BUILDING OPERATING FUND AND $6,139,801 IN THE LONG TERM RESERVE FUND. PART X, LINE 2: UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, INDEPENDENT SECTOR IS EXEMPT FROM THE PAYMENT OF INCOME TAXES ON INCOME OTHER THAN UNRELATED BUSINESS INCOME. FOR THE YEAR ENDED DECEMBER 31, 2018, NO PROVISION FOR INCOME TAXES WAS REQUIRED, AS INDEPENDENT SECTOR HAD NO UNRELATED BUSINESS TAX LIABILITY. LLC IS A SINGLE MEMBER LIMITED LIABILITY COMPANY THAT HAS ELECTED TO BE TREATED AS A DISREGARDED ENTITY. AS SUCH, LLC IS NOT SUBJECT TO FEDERAL INCOME TAX, BUT RATHER, ITS INCOME OR LOSS INURES TO INDEPENDENT SECTOR. LLC IS SUBJECT TO THE DISTRICT OF COLUMBIA BUSINESS FRANCHISE TAX. THERE WAS NO TAX PROVISION NECESSARY TO BE ACCRUED AS OF DECEMBER 31, 2018. THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES (FASB ASC TOPIC 740-10) ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE ORGANIZATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. GENERALLY, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2015. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED ON LINE 6B -1,476,912. PARKING SERVICE REVENUE REPORTED ON LINE 11 47,939. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED ON LINE 6B 1,476,912. PARKING SERVICE REVENUE REPORTED ON LINE 11 -47,939. X X X X X 0 0 0 0 0 0 0 0 0 DANIEL J CARDINALI DIRECTOR 522830 0 0 0 1311 0 39125 0 12290 0 575556 0 0 0 VICTOR REINOSO COO 257386 0 0 0 414 0 19522 0 8452 0 285774 0 0 0 CAROLYN MOLLEN CFO 211794 0 0 0 161 0 0 0 13211 0 225166 0 0 0 JEFF MOORE CSO 218328 0 0 0 770 0 16495 0 20705 0 256298 0 0 0 ROBERT JONES VP, ENGAGEMENT & COMMUNICATIONS 180609 0 0 0 358 0 12483 0 11730 0 205180 0 0 0 DANIELLE MAXWELL DIR. TALENT & ADMINISTRATIVE 135022 0 0 0 103 0 10085 0 10503 0 155713 0 0 0 LIZ CULKIN DIR. CONFERENCE & EVENT MGMT 129378 0 0 0 630 0 9633 0 14596 0 154237 0 0 0 A DISTRICT OF COLUMBIA 566001131 2013-06-04 11600000 TO REFINANCE PURCHASE OF HEADQUARTERS BUILDING 0 0 0 A 1915199 11600000 11600000 2013 1 0 1 1 A 1 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 0 0 1 0 0 0 0 0 A 1 FORM 990, PART III, LINE 4A TO ARM ADVOCATES WITH THE DATA THEY NEED TO EFFECTIVELY ADVANCE THESE GOALS, INDEPENDENT SECTOR LAUNCHED MULTIPLE RESEARCH INITIATIVES. IS LAUNCHED A SURVEY TOOL TO COLLECT STORIES FROM LOCAL NONPROFITS ABOUT OBSERVED CHANGES IN GIVING AND FIELDED A PUBLIC POLL OF DONORS THAT FOUND A SIGNIFICANT PROPORTION ADMIT THEIR OWN GIVING OR THE GIVING OF THEIR NEIGHBORS WILL DECREASE THIS YEAR DUE TO TAX CHANGES. IS ALSO LAUNCHED TWO NEW RESEARCH PROJECTS TO HELP ADVOCATES MORE EFFECTIVELY FRAME THE ISSUE FOR POLICYMAKERS AND BETTER ALIGN BEHIND POLICY DETAILS. FINDINGS FROM THIS RESEARCH WILL BE RELEASED IN EARLY 2019. IS WORKED WITH COALITIONS, LEGAL EXPERTS, AND RESEARCHERS TO GATHER DATA AND SHED NEW LIGHT ON THE COSTS AND ADMINISTRABILITY OF THE NEW UNRELATED BUSINESS INCOME TAX (UBIT) POLICIES. RESEARCH COMMISSIONED BY IS FOUND THAT THE FRINGE TRANSPORTATION BENEFIT PROVISION WOULD COST A NONPROFIT AN AVERAGE OF $12,000 AND THE SILOING PROVISION WOULD COST AN ORGANIZATION APPROXIMATELY $15,000. IS ALSO RECRUITED THREE FELLOWS AND AN ACADEMIC SCHOLAR TO PROVIDE IN-DEPTH EXPERTISE AND GUIDANCE ON NONPROFIT DATA COLLECTION, TAX POLICY, POLITICAL ACTIVITY, NONPROFIT OVERSIGHT, AND EQUITY. IN ADDITION TO ENGAGING IN ADVOCACY ON BEHALF OF THE SECTOR, WE ALSO CONTINUED TO PROVIDE ORGANIZATIONS AND INDIVIDUALS WITH TOOLS AND STRATEGIES TO ENGAGE IN MORE EFFECTIVE ADVOCACY THEMSELVES. IN THE PAST YEAR, WE OBSERVED A SIGNIFICANT AMOUNT OF ANXIETY IN THE SECTOR ABOUT FEDERAL POLICY CHANGES THAT IMPACT INDIVIDUAL ORGANIZATION MISSIONS. THIS ANXIETY MANIFESTED IN A NEW CROP OF NONPROFITS SEEKING TO INCREASE THEIR ORGANIZATION'S ADVOCACY. INDEPENDENT SECTOR RESPONDED TO THIS NEW INTEREST IN PUBLIC POLICY AND ADVOCACY BY OFFERING WEBINARS, ARTICLES, CONFERENCE SESSIONS, AND RESOURCES TO HELP GUIDE NONPROFITS' EFFORTS. IS STROVE TO MINIMIZE THE TIME AND RESOURCES ORGANIZATIONS NEEDED TO EXPEND TO BUILD THEIR ADVOCACY MUSCLE BY INCORPORATING MANY OF THE ACTIVITIES ABOVE INTO EASY-TO-CONSUME FORMATS, INCLUDING A MORE ROBUST AND INTEGRATED POLICY DIMENSION TO OUR NATIONAL CONVENING (UPSWELL), NEW ONLINE DIGITAL RESOURCES TO HELP BUILD SKILLS AND AWARENESS WITHIN THE SECTOR, AND COLLABORATION WITH OUR PEER ORGANIZATIONS IN HILL DAYS AND OTHER IN-PERSON ADVOCACY OPPORTUNITIES. IN ADDITION, IS LAUNCHED A PILOT AMONG ORGANIZATION STAFF DESIGNED TO ENCOURAGE EVERY NONPROFIT EMPLOYEE TO MONITOR AND ENGAGE IN PUBLIC POLICY RELATED TO THEIR WORK, WHETHER THAT IS FINANCE, FUNDRAISING, OR PROGRAMMING. THE PILOT INCLUDED "LEARNING BY DOING," IN WHICH ALL STAFF PARTICIPATED IN AN ADVOCACY DAY EDUCATING POLICYMAKERS ON ISSUES IMPACTING THE NONPROFIT SECTOR. EVALUATIONS SHOWED THAT STAFF WERE MORE LIKELY TO ENGAGE IN ADVOCACY ACTIVITIES IN THE FUTURE, AND THAT THEY HAD A GREATER UNDERSTANDING OF HOW INDEPENDENT SECTOR'S POLICY ISSUES TIE INTO THE BROADER ORGANIZATION'S WORK. THROUGHOUT THE YEAR, WE HAVE PROMOTED VOTING AS A CRITICAL PIECE OF LONG-TERM SYSTEMS CHANGE. REGISTERING AND MOBILIZING VOTERS STRENGTHENS THE POWER AND INFLUENCE OF NONPROFITS AMONG POLICYMAKERS, ENSURING ORGANIZATIONS NOT ONLY HAVE A SEAT AT THE TABLE, BUT THEIR VOICE IS RESPECTED. IS PARTNERED WITH COUNCIL ON FOUNDATIONS AND NONPROFIT VOTE TO CREATE A TOOLKIT TO HELP PHILANTHROPIC INSTITUTIONS SUPPORT NONPARTISAN VOTER ENGAGEMENT WORK WITH THEIR GRANTEES. IS ALSO SERVED AS A PREMIER PARTNER IN NATIONAL VOTER REGISTRATION DAY. AS A PART OF THIS EFFORT, IS CONTINUES TO PROMOTE THE NONPROFIT VOTES COUNT CAMPAIGN, DEVELOPED BY IS, NONPROFIT VOTE, NATIONAL COUNCIL OF NONPROFITS, AND UNITED WAY, AS AN EASY WAY TO BEGIN VOTER ENGAGEMENT WORK ON BEHALF OF YOUR MISSION. THESE COLLECTIVE EFFORTS MEANINGFULLY CONTRIBUTED TO A RECORD-BREAKING NATIONAL VOTER REGISTRATION DAY AND THE LARGEST MID-TERM ELECTION VOTER TURNOUT IN 50 YEARS. FORM 990, PART VI, SECTION A, LINE 6 IS HAS MEMBERS THAT HELP SUPPORT THE MISSION OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THERE IS ONLY ONE CLASS OF VOTING MEMBERS. THE MEMBERSHIP HAVE THE AUTHORITY TO ELECT DIRECTORS OF THE ORGANIZATION OTHER THAN THE PRESIDENT. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERSHIP HAVE THE AUTHORITY TO APPROVE CHANGES IN THE ARTICLES OF INCORPORATION AND BY-LAWS, MEMBERSHIP DUES AND/OR DUES ASSESSMENT METHODOLOGY, MEMBERSHIP ELIGIBILITY CRITERIA, AFFIRM MAJOR POLICIES AND LEGISLATIVE ACTIONS BY THE BOARD, AS APPROPRIATE, AND ADOPT RESOLUTIONS ON NATIONAL ISSUES OF CONCERNS TO THE MEMBERSHIP, AS APPROPRIATE. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING, THE FORM 990 IS PRESENTED TO INDEPENDENT SECTOR'S AUDIT COMMITTEE FOR REVIEW. THE CHIEF FINANCIAL OFFICER ALSO REVIEWS THE FORM 990 IN DETAIL WITH THE PRESIDENT AND CHIEF EXECUTIVE OFFICER PRIOR TO OBTAINING THE CEO'S SIGNATURE ON THE DOCUMENT. THE FORM 990 IS ALSO PRESENTED TO THE FULL BOARD OF DIRECTORS FOR REVIEW IN ADVANCE OF FILING. IT IS DISTRIBUTED IN ADVANCE OF THE BOARD MEETING IN ORDER TO ENSURE THAT DIRECTORS HAVE THE OPPORTUNITY FOR A MEANINGFUL REVIEW AND TO ALLOW ALL DIRECTORS THE OPPORTUNITY TO GAIN A FULL UNDERSTANDING OF THE DOCUMENT BEFORE IT IS FILED. INDEPENDENT SECTOR'S AUDITORS PARTICIPATE IN THE BOARD MEETING IN ORDER TO RESPOND TO ANY QUESTIONS THAT DIRECTORS MAY HAVE. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR, BOARD MEMBERS ARE ASKED TO REVIEW INDEPENDENT SECTOR'S CONFLICT OF INTEREST POLICY AND TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT. AMONG OTHER THINGS, THE POLICY MAKES CLEAR THAT ALL DECISIONS OF THE BOARD, OFFICERS AND EMPLOYEES OF INDEPENDENT SECTOR ARE TO BE MADE SOLELY ON THE BASIS OF A DESIRE TO PROMOTE THE BEST INTERESTS OF THE ORGANIZATION AND THE PUBLIC GOOD. THE DISCLOSURE STATEMENT, IN TURN, REQUESTS THAT DIRECTORS IDENTIFY, TO THE BEST OF THEIR KNOWLEDGE, AFFILIATIONS WITH ORGANIZATIONS THAT MAY BE POTENTIALLY RELATED TO THE FINANCIAL OR OTHER SUBSTANTIVE OPERATIONS OF INDEPENDENT SECTOR. THEY ARE ALSO ASKED TO IDENTIFY CIRCUMSTANCES INVOLVING EITHER THEMSELVES, OR A MEMBER OF THEIR EXTENDED FAMILY, THAT MAY BE CONSTRUED AS A CONFLICT OF INTEREST. IF SUCH CIRCUMSTANCE SHOULD ARISE SUBSEQUENT TO SUBMITTING THE DISCLOSURE STATEMENT, THE POLICY SETS FORTH AN ONGOING DISCLOSURE REQUIREMENT. AT THE STAFF LEVEL, INDEPENDENT SECTOR PERSONNEL ALSO ENSURE THAT THERE ARE NO CONFLICTS OF INTEREST WHEN CONSIDERING ENGAGEMENT OF A NEW VENDOR. IF A POTENTIAL CONFLICT IS IDENTIFIED, APPROPRIATE STEPS ARE TAKEN BOTH TO ASSESS THE NATURE OF THE POTENTIAL CONFLICT AND, SUBSEQUENTLY, TO ENSURE THAT THE POSSIBILITY OF AN ACTUAL CONFLICT IS MITIGATED. SUCH MITIGATION MAY BE ACHIEVED THROUGH THE RECUSAL OR FIREWALLING OF THE INDIVIDUAL IN QUESTION, THUS ENSURING THAT THE CONFLICT IS MANAGED AND THE LETTER AND SPIRIT OF THE CONFLICTS POLICY ARE UPHELD. IN ADDITION, WE NOTE THAT DURING THE ANNUAL AUDIT STAFF IDENTIFY AND DISCLOSE TO AUDITORS ALL KNOWN CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A APART FROM THE ORGANIZATION'S PRESIDENT AND CHIEF EXECUTIVE OFFICER, INDEPENDENT SECTOR'S BOARD OFFICERS (CHAIR, VICE CHAIR, SECRETARY, AND TREASURER) DO NOT RECEIVE COMPENSATION FROM THE ORGANIZATION. AN ANNUAL COMPENSATION REVIEW PROCESS FOR THE CEO TAKES PLACE UNDER THE LEADERSHIP OF THE BOARD CHAIR AND EXECUTIVE COMMITTEE. AN OUTSIDE CONSULTANT IS RETAINED OR SALARY SURVEYS AND 990S ARE REVIEWED TO PROVIDE INDUSTRY COMPARABLE SALARY DATA. AN INTERMEDIATE SANCTIONS ANALYSIS AND RELATED DOCUMENTATION ARE ALSO COMPLETED. THE EXECUTIVE COMMITTEE HAS RESPONSIBILITY FOR MAKING FINAL RECOMMENDATIONS TO THE FULL BOARD OF DIRECTORS REGARDING THE PRESIDENT'S PERFORMANCE EVALUATION AND COMPENSATION. THE BOARD OF DIRECTORS MAKES A FINAL DETERMINATION WITH REGARD TO THESE MATTERS. WITH REGARD TO STAFF COMPENSATION, THE PRESIDENT AND CEO, VICE PRESIDENTS, AND APPROPRIATE STAFF MANAGERS ALSO COMPLETE ANNUAL PERFORMANCE EVALUATIONS. FOR ALL STAFF OTHER THAN THE PRESIDENT AND CEO, IS UTILIZES INDUSTRY COMPARABLE DATA IN MAKING DETERMINATIONS REGARDING THE RANGE OF SALARIES. THE PRESIDENT AND CEO MAKES ALL FINAL DETERMINATIONS RELATIVE TO STAFF COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 INDEPENDENT SECTOR'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC. THE ANNUAL AUDIT, 990 AND 990T, BOARD OF DIRECTORS LIST, AND IS POLICIES (CONFLICT OF INTEREST, FINANCIAL RESPONSIBILITY, GIFTS AND ENTERTAINMENT, RECORDS RETENTION AND TRAVEL) ARE ALL AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE (WWW.INDEPENDENTSECTOR.ORG). FORM 990, PART IX, LINE 11G CONSULTANT: PROGRAM SERVICE EXPENSES 708,997. MANAGEMENT AND GENERAL EXPENSES 311,640. FUNDRAISING EXPENSES 37,769. TOTAL EXPENSES 1,058,406. LEGISLATIVE ASSISANCE: PROGRAM SERVICE EXPENSES 160,769. MANAGEMENT AND GENERAL EXPENSES 70,666. FUNDRAISING EXPENSES 8,564. TOTAL EXPENSES 239,999. SPEAKERS, SERVICE BUREAUS, AND OTHER: PROGRAM SERVICE EXPENSES 145,730. MANAGEMENT AND GENERAL EXPENSES 64,056. FUNDRAISING EXPENSES 7,762. TOTAL EXPENSES 217,548. FORM 990, PAGE 6, PART VI, LINE 1 AND PAGE 7, PART VII, VOTING MEMBERS THE NUMBER OF VOTING MEMBERS SHOWN IN PART VI SECTION A LINE 1 DIFFERS FROM THE NUMBER OF DIRECTORS LISTED IN PART VII BECAUSE BOARD MEMBERS ARE INCLUDED IN PART VII IF THEY SERVED ON THE BOARD AT ANY TIME DURING 2018. INDEPENDENT SECTOR'S BOARD TERM BEGINS AT THE ANNUAL BUSINESS MEETING HELD DURING THE IS ANNUAL CONFERENCE IN THE FALL. 1620 IS LLC 1602 L STREET NW WASHINGTON DC 20036 543219877 BUILDING MANAGEMENT DC 1425194 27156671 INDEPENDENT SECTOR