2019-10-30T06:43:26-05:00 2018-12-31 111986323 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2018-01-01 043454684 BALLOT INITIATIVE STRATEGY CENTER FOUNDATION BALL 2022232373 1660 L STREET NW NO 605 WASHINGTON DC 20036 CHRIS MELODY FIELDS FIGUEREDO EXECUTIVE DIRECTOR 2022232373 2019-10-30 1 FRANK H SMITH P00639053 2022274000 2019-10-30 47.19.127.190 2019-10-30 06:43:23 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6680F517A9379D01A5AB98078416092631D16800 2018 2020-01-14 16:20:31Z CHRIS MELODY FIGUEREDO 1660 L STREET NW NO 605 WASHINGTON DC 20036 535709 0 X WWW.BALLOT.ORG X 1999 DC BISC FOUNDATION CONDUCTS RESEARCH ON ISSUES AND THE ROLE OF BALLOT MEASURES IN DEMOCRACY. 8 8 16 9 0 0 584010 535000 0 700 1 0 10247 9 594258 535709 0 10000 0 0 623289 502947 24000 0 141930 327748 492716 975037 1005663 -380779 -469954 1131260 571789 280122 190605 851138 381184 X BALLOT INITIATIVE STRATEGY CENTER FOUNDATION (BISC FOUNDATION) STRENGTHENS DEMOCRACY BY CONDUCTING RESEARCH TO BETTER UNDERSTAND PUBLIC ATTITUDES TOWARD ISSUES AND THE ROLE BALLOT MEASURES PLAY IN OUR DEMOCRACY. 1 0 379976 STRATEGIC INITIATIVES: BISC FOUNDATION WORKS WITH 501(C)(3) PARTNERS TO SUPPORT CIVIC ENGAGEMENT AND PARTNER ALIGNMENT EFFORTS. 88176 COMMUNICATIONS: BISC FOUNDATION COMMUNICATIONS FOCUSES ON EXPANDING OUR PRESENCE WITHIN THE CIVIC ENGAGEMENT COMMUNITY VIA EMAIL, SOCIAL MEDIA, AND PRESS INTERVIEWS. 57367 10000 RESEARCH: BISC FOUNDATION ENGAGES IN RESEARCH TO BETTER UNDERSTAND THE SCIENCE OF BALLOT MEASURES AND HOW PEOPLE INTERACT WITH BALLOT MEASURES. 169075 700 OTHER 169075 700 694594 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 1 16 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 1 1 1 1 1 0 0 MA X ALISON K SCHWARTZ 2022232373 1660 L STREET NW NO 605 WASHINGTON DC 20036 ROBB GRAY CHAIR 1.00 X X 0 0 0 GREG SPEED TREASURER 1.00 X X 0 0 0 ERIC MARSHALL SECRETARY 1.00 X X 0 0 0 DONALD COHEN DIRECTOR 1.00 X 0 0 0 QUINN DELANEY DIRECTOR - UNTIL 03/2018 1.00 X 0 0 0 DOROTHY EHRLICH DIRECTOR 1.00 X 0 0 0 JENNIFER EPPS-ADDISON DIRECTOR 1.00 X 0 0 0 SAYRE REECE DIRECTOR 1.00 X 0 0 0 DAN SMITH DIRECTOR 1.00 X 0 0 0 CHRIS MELODY FIELDS FIGUEREDO EXECUTIVE DIRECTOR - AS OF 06/2018 16.00 X 34261 0 2535 JUSTINE SARVER EXECUTIVE DIRECTOR - UNTIL 06/2018 16.00 X 79309 0 8480 113570 0 11015 0 0 0 1 0 535000 535000 CONFERENCES 900099 700 700 700 REWARD CREDITS 900099 9 9 9 535709 700 0 9 X 10000 10000 124585 27719 28261 68605 283530 219463 30059 34008 18626 14146 1269 3211 46238 31969 4216 10053 29968 18913 3944 7111 19484 19109 375 45630 2129 43501 240801 208139 16798 15864 13306 11340 1837 129 13728 11333 2235 160 56013 46316 9049 648 40102 33222 5551 1329 42527 42204 115 208 2329 1923 379 27 EDUCATION AND RESEARCH 9831 8341 1390 100 DUES AND SUBSCRIPTIONS 8605 7140 1367 98 TAXES & FEES 360 297 59 4 1005663 694594 169139 141930 1124590 517932 2518 0 50000 2902 2607 1250 1250 1131260 571789 4384 1938 275738 188667 280122 190605 X 816138 256184 35000 125000 851138 381184 1131260 571789 -469954 0 X 0 1 X 1 0 X 963500 1290250 1302303 584010 535000 4675063 963500 1290250 1302303 584010 535000 4675063 2534990 2140073 0 0 0 1 0 1 4675064 36325 0.45780 0.47680 X 0 DUE TO BISC 188667 188667 X 535709 0 535709 0 535709 1005663 0 1005663 0 1005663 PART X, LINE 2: FOR THE YEAR ENDED DECEMBER 31, 2018, BISC FOUNDATION 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. 0 BLUEPRINT NORTH CAROLINA 3739 NATIONAL DRIVE SUITE 201 RALEIGH NC 27612 272459538 501(C)(3) 10000 SUPPORT POLLING AND RESEARCH 1 0 X X X 0 0 0 0 0 0 0 0 0 PART I, LINE 3 THE EXECUTIVE DIRECTOR IS PAID BY BALLOT INITIATIVE STRATEGY CENTER (BISC) AND THE BISC FOUNDATION REIMBURSES BISC FOR A PORTION OF HER SALARY WHICH IS ATTRIBUTED TO HER ACTIVITIES. FORM 990, PART III, LINE 2 DURING THE YEAR, BISC FOUNDATION UNDERTOOK A NEW PROGRAM SERVICE INITIATIVE: RESEARCH. THIS PROGRAM IS FURTHER DESCRIBED IN PART III, LINE 4C. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE AUDITED FINANCIAL STATEMENTS, ALONG WITH THE FEDERAL FORM 990. BISC FOUNDATION'S COUNSEL ALSO REVIEWS THE DRAFT VERSION OF THE FEDERAL FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C IN ORDER TO ADDRESS A CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS OR, IF APPLICABLE, TO THE EXECUTIVE COMMITTEE WHEN CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. IF THE BOARD OR EXECUTIVE COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A DIRECTOR HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE DIRECTOR OF THE BASIS FOR SUCH BELIEF AND AFFORD THE DIRECTOR AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE DIRECTOR'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE BOARD OR COMMITTEE DETERMINES THE DIRECTOR HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15A PRIOR TO DETERMINING A COMPENSATION INCREASE FOR THE EXECUTIVE DIRECTOR, A COMPENSATION ANALYSIS IS COMPLETED BY THE HUMAN RESOURCES CONSULTANT. THIS ANALYSIS IS COMPILED USING SALARY INFORMATION FROM FORM 990S AND SURVEYS FROM SIMILAR ORGANIZATIONS. THIS INFORMATION IS PROVIDED TO THE BOARD OF DIRECTORS FOR THEIR USE IN DETERMINING A SALARY INCREASE FOR THE EXECUTIVE DIRECTOR AS PART OF AN ANNUAL EVALUATION PROCESS. ANY INCREASE IN COMPENSATION FOR THIS POSITION REQUIRES APPROVAL OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS THEN PROVIDES A LETTER OR EMAIL TO THE HUMAN RESOURCES STAFF ON THE NEWLY APPROVED SALARY AND EFFECTIVE DATE. FORM 990, PART VI, SECTION C, LINE 19 BISC FOUNDATION'S MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PAYROLL SERVICE FEES: PROGRAM SERVICE EXPENSES 1,077. MANAGEMENT AND GENERAL EXPENSES 212. FUNDRAISING EXPENSES 15. TOTAL EXPENSES 1,304. CONSULTING: PROGRAM SERVICE EXPENSES 205,401. MANAGEMENT AND GENERAL EXPENSES 14,838. FUNDRAISING EXPENSES 15,825. TOTAL EXPENSES 236,064. TEMPORARY STAFFING: PROGRAM SERVICE EXPENSES 1,240. MANAGEMENT AND GENERAL EXPENSES 244. FUNDRAISING EXPENSES 18. TOTAL EXPENSES 1,502. BENEFIT PLAN ADMINISTRATION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,421. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,421. RECRUITMENT: PROGRAM SERVICE EXPENSES 421. MANAGEMENT AND GENERAL EXPENSES 83. FUNDRAISING EXPENSES 6. TOTAL EXPENSES 510. FORM 990, PART V, LINE 2A BISC FOUNDATION DOES NOT DIRECTLY HIRE OR COMPENSATE EMPLOYEES. ALL EMPLOYEES ARE EMPLOYEES OF BISC, THAT IS TAX EXEMPT UNDER IRC SECTION CODE 501(C)(4). THE TOTAL NUMBER OF EMPLOYEES FROM BISC THAT WERE SHARED WITH BISC FOUNDATION WERE 16 DURING THE YEAR ENDED DECEMBER 31, 2018. BISC AND BISC FOUNDATION HAVE A COST SHARING AGREEMENT PURSUANT TO WHICH BISC FOUNDATION REIMBURSES BISC FOR BISC FOUNDATION'S SHARE OF ANY EMPLOYEE TIME DEVOTED TO ITS ACTIVITIES. EMPLOYEES RECEIVE A W-2 FROM BISC.