2018-11-14T11:41:29-06:00 2017-12-31 521511275 RAFFA PC 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2017-01-01 731628382 BIPARTISAN POLICY CENTER INC BIPA 2022042400 1225 I STREET NW NO 1000 WASHINGTON DC 20005 ELENA MUEHLENBECK VP, FINANCE AND ADMIN/TREASURER 2022042400 2018-11-14 1 FRANK H SMITH P00639053 2028225000 2018-11-14 207.238.152.33 2018-11-14 12:41:14 ES P 00B909740C8DE27EAB8FBBBA182AAC5ED40AC9A9 34B105C2C7BADB5F86383FB62741823725D67518 2017 2019-02-21 02:37:17Z ELENA MUEHLENBECK 1225 I STREET NW NO 1000 WASHINGTON DC 20005 28855986 0 X BIPARTISANPOLICY.ORG X 2002 DE TO ADVANCE PUBLIC INTEREST IN RESOLVING CRITICAL ENERGY/NATIONAL SECURITY/ECONOMIC CHALLENGES. 15 13 122 16 0 0 18154574 21885569 657634 467049 50101 32250 970558 898371 19832867 23283239 0 166600 0 0 11016570 11233214 0 0 2360782 11885054 8921473 22901624 20321287 -3068757 2961952 21545558 24381973 2149243 1993464 19396315 22388509 X TO DRIVE PRINCIPLED SOLUTIONS THROUGH RIGOROUS ANALYSIS, REASONED NEGOTIATION, AND RESPECTFUL DIALOGUE. TO ACTIVELY PROMOTE BIPARTISANSHIP AND WORK TO ADDRESS THE KEY CHALLENGES FACING THE NATION INCLUDING ENERGY AND INFRASTRUCTURE, HEALTH, ECONOMIC POLICY, NATIONAL SECURITY, AND GOVERNANCE. 0 0 5182701 HEALTH - THE HEALTH PROGRAM INCLUDES THE HEALTH POLICY PROJECT, THE HEALTH INNOVATION INITIATIVE AND THE PREVENTION INITIATIVE:HEALTH POLICY PROJECT:BPC IS COMMITTED TO DEVELOPING BIPARTISAN POLICY RECOMMENDATIONS THAT WILL IMPROVE HEALTH CARE QUALITY, LOWER COSTS, AND ENHANCE HEALTH CARE COVERAGE AND DELIVERY. THE HEALTH POLICY PROJECT FOCUSES ON COVERAGE AND ACCESS TO CARE, DELIVERY SYSTEM REFORM AND COST CONTAINMENT, AND LONG-TERM CARE.HEALTH INNOVATION INITIATIVE:THE HEALTH INNOVATION INITIATIVE WORKS WITH EXPERTS AND STAKEHOLDERS ACROSS EVERY SECTOR OF HEALTH CARE TO DEVELOP VIABLE POLICY OPTIONS TO ACCELERATE INNOVATION AND THE USE OF THE TECHNOLOGY TO IMPROVE HEALTH AND THE COST, QUALITY AND PATIENT EXPERIENCE OF CARE.PREVENTION INITIATIVE:THE PREVENTION INITIATIVE AIMS TO REDUCE OBESITY AND CHRONIC DISEASE AND THEIR ASSOCIATED HEALTH CARE COSTS. IT FOCUSES ON DEMONSTRATING THE VALUE OF PREVENTION, IMPROVING TRAINING FOR HEALTH PROFESSIONALS, BUILDING HEALTH INSTITUTIONS, AND ALIGNING FEDERAL FOOD AND FARM POLICIES 4354306 ECONOMIC POLICY - THE ECONOMIC POLICY PROGRAM INCLUDES THE ECONOMIC POLICY PROJECT, THE FINANCIAL REGULATORY REFORM INITIATIVE, THE EXECUTIVE COUNCIL ON INFRASTRUCTURE, THE IMMIGRATION POLICY PROJECT, THE EVIDENCE-BASED POLICYMAKING INITIATIVE AND THE TASK FORCE ON MAIN STREET FINANCE:ECONOMIC POLICY PROJECT:THE ECONOMIC POLICY PROJECT'S WORK RESPONDS TO THE CHALLENGES FACING THE DOMESTIC ECONOMY BY STRENGTHENING RETIREMENT SECURITY AND PERSONAL SAVINGS, PROMOTING SUSTAINABLE FEDERAL FISCAL POLICY, AND EDUCATING THE PUBLIC ABOUT THE POTENTIAL CONSEQUENCES OF FAILING TO INCREASE THE NATION'S DEBT LIMIT. FINANCIAL REGULATORY REFORM INITIATIVE:THE FINANCIAL REGULATORY REFORM INITIATIVE ASSESSES AND RECOMMENDS WAYS TO IMPROVE FINANCIAL REGULATORY POLICY, INCLUDING THE DODD-FRANK ACT AND EMERGING ISSUES IN FINANCIAL REGULATION. THE INITIATIVE'S OBJECTIVE IS TO PROMOTE POLICIES THAT BALANCE FINANCIAL STABILITY, ECONOMIC GROWTH, AND CONSUMER PROTECTION. EXECUTIVE COUNCIL ON INFRASTRUCTURE:DESPITE BIPARTISAN EFFORTS, GOVERNMENTS ALONE CANNOT FULLY FUND ALL OF THE NATION'S CRITICAL INFRASTRUCTURE. THE EXECUTIVE COUNCIL ON INFRASTRUCTURE IS A WORKING GROUP OF CORPORATE CHIEF EXECUTIVE OFFICERS AND EXECUTIVES THAT ADVANCE RECOMMENDATIONS TO INCREASE PRIVATE SECTOR INVESTMENT IN U.S. INFRASTRUCTURE PROJECTS. IMMIGRATION POLICY PROJECT:BPC'S IMMIGRATION POLICY PROJECT AND IMMIGRATION TASK FORCE ANALYZE AND REPORT ON THE STATE OF U.S. IMMIGRATION POLICY, WITH AN EMPHASIS ON THE ECONOMIC, HUMANITARIAN AND SECURITY ASPECTS OF THE ISSUE, IN ORDER TO MAKE RECOMMENDATIONS AND DEVELOP THE POLITICAL CASE FOR BIPARTISAN LEGISLATIVE IMMIGRATION REFORM. EVIDENCE-BASED POLICYMAKING INITIATIVE:BPC'S EVIDENCE-BASED POLICYMAKING INITIATIVE SUPPORTS THE IMPLEMENTATION OF THE RECOMMENDATIONS OF THE COMMISSION ON EVIDENCE-BASED POLICYMAKING. SPECIFICALLY, THE INITIATIVE WILL PROVIDE ADVICE AND EXPERTISE ON IMPLEMENTATIONS OPTIONS AND STRATEGIES, EXPAND AND EXTEND THE WORK OF THE COMMISSION AS CONGRESS DEVELOPS LEGISLATION AND AS THE EXECUTIVE BRANCH DEVISES REGULATIONS, POLICIES AND STANDARDS TO IMPROVE THE GENERATION OF HIGH-LEVEL, QUALITY EVIDENCE.TASK FORCE ON MAIN STREET FINANCE:BPC'S TASK FORCE ON MAIN STREET FINANCE WILL EXPLORE HOW TO BOLSTER ENTREPRENEURS AND SMALL BUSINESSES BY EVALUATING THE CHALLENGES THESE INNOVATORS FACE IN OBTAINING CREDIT AND OTHER FINANCIAL SERVICES AND PROVIDING RECOMMENDATIONS FOR MAKING THE SYSTEM WORK FOR THEM WHILE MAINTAINING FINANCIAL STABILITY. 2696879 166600 ENERGY - AMERICA HAS EMERGED AS A MAJOR FORCE IN THE GLOBAL ENERGY LANDSCAPE THROUGH SUBSTANTIAL IMPROVEMENTS IN ENERGY EFFICIENCY, INCREASED DEPLOYMENT OF RENEWABLES AND FALLING FOSSIL FUEL COSTS. BPC'S ENERGY PROJECT PROVIDES POLICY INSIGHTS ON WHAT THESE CHANGES MEAN FOR POLICYMAKERS AND THE PUBLIC, AND EXPLORES HOW THE NATION CAN BUILD UPON OUR NEW ENERGY ABUNDANCE TO ADDRESS CLIMATE CHANGE. 1991057 GOVERNANCE 1216944 NATIONAL SECURITY 1086366 EARLY CHILDHOOD 302585 OTHER 4596952 16830838 1 1 0 1 0 0 0 0 0 0 1 1 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 1 0 0 0 0 1 0 0 0 1 110 0 1 122 1 0 0 0 0 0 0 0 0 0 0 X 15 13 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CA VA FL IL MD NY X ELENA MUEHLENBECK 2022042400 1225 I STREET NW NO 1000 WASHINGTON DC 20005 JASON GRUMET PRESIDENT & CEO 32.00 8.00 X X 437234 109308 39527 FRANK KEATING CHAIR 1.00 X 0 0 0 NORMAN R AUGUSTINE DIRECTOR 1.00 X 0 0 0 ROBBIE BACH DIRECTOR 1.00 X 0 0 0 PAUL BREST DIRECTOR - UNTIL 06/2017 1.00 X 0 0 0 RALPH CAVANAGH DIRECTOR 1.00 1.00 X 0 0 0 HENRY CISNEROS DIRECTOR 1.00 X 0 0 0 MARK W HEISING DIRECTOR 1.00 X 0 0 0 ROBERT HENRIKSON DIRECTOR 1.00 X 0 0 0 RISA LAVIZZO-MOUREY DIRECTOR - AS OF 12/2017 1.00 X 0 0 0 MARIAM C NOLAND DIRECTOR 1.00 X 0 0 0 OLYMPIA SNOWE DIRECTOR, CO-CHAIR CPR 10.00 X X 50000 0 0 MICHAEL STEELE DIRECTOR - AS OF 12/2017 1.00 X 0 0 0 SUSAN N STORY DIRECTOR - UNTIL 11/2017 1.00 X 0 0 0 JULIE SPELLMAN SWEET DIRECTOR - UNTIL 06/2017 1.00 X 0 0 0 CHARLES F WALD DIRECTOR 1.00 X 0 0 0 MARK WALSH DIRECTOR 1.00 X 0 0 0 ANTHONY A WILLIAMS DIRECTOR 1.00 X 0 0 0 JON GOSSETT - UNTIL 032017 VP, DEVELOPMENT AND SECRETARY 38.00 2.00 X 68545 3608 5605 JULIE ANDERSON SENIOR VICE PRESIDENT 32.00 8.00 X 260111 65028 31549 ELENA MUEHLENBECK - VP FINANCE & ADMIN & TREAS/SEC - AS OF 03/2017 38.00 2.00 X 167375 8809 26316 WILLIAM HOAGLAND SENIOR VICE PRESIDENT 30.00 10.00 X 227246 75749 17191 TRACY TERRY DIRECTOR, ENERGY SECURITY 40.00 X 217806 0 36026 KATHERINE HAYES DIRECTOR, HEALTH POLICY 40.00 X 172795 0 33128 ROBERT TRAYNHAM VP, COMMUNICATIONS 40.00 X 206795 0 20015 JANET MARCHIBROADA DIRECTOR, HEALTH IT 40.00 X 179044 0 33513 JOHN FORTIER DIRECTOR, DEMOCRACY PROJECT 40.00 X 179018 0 11200 ANAND PAREKH CHIEF MEDICAL ADVISOR 40.00 X 174961 0 29396 MICHELE STOCKWELL PRESIDENT, BPCAN 2.00 38.00 X 12189 231593 37355 2353119 494095 320821 33 0 1 0 MILK SONO LLC 11 DAY STREET NORWALK CT 06854 CONSULTING 460100 THE URBAN INSTITUTE 2100 M STREET NW WASHINGTON DC 20037 CONSULTING 283720 BOUNDARY STONE PARTNERS LLC 601 13TH ST NW 900 S WASHINGTON DC 20005 CONSULTING 150000 JENNINGS POLICY STRATEGIES INC 601 13TH ST NW 11TH FL S WASHINGTON DC 20005 CONSULTING 130000 MANIK RATAN ROY 34 N HIGHLAND STREET ARLINGTON VA 22201 CONSULTING 115000 7 21885569 868637 21885569 CONTRACT REV./SPONSORS 900099 467049 90000 377049 467049 54997 54997 5550000 5572747 -22747 -22747 -22747 SHARED SERVICES 900099 550977 550977 SUBLEASE INCOME 531390 347094 347094 OTHER INCOME 900099 300 300 898371 23283239 640977 0 756693 X 166600 166600 1770345 1381794 267795 120756 7542470 5309586 1268359 964525 314151 222540 51394 40217 998928 716310 157300 125318 607320 436452 97627 73241 15118 15118 97768 97768 3398093 3206903 136955 54235 145222 118465 26002 755 176972 22618 150184 4170 386840 736 381354 4750 2137206 2137206 534799 402517 77638 54644 580067 296657 252938 30472 500225 500225 52778 52778 REPORT DESIGN & PRINT 418427 112815 287101 18511 MISCELLANEOUS 261214 179185 6237 75792 SUBSCRIPTIONS 216744 36753 167964 12027 INDIRECT EXP ALLOCATION 0 4220907 -5002276 781369 20321287 16830838 1129667 2360782 9938744 13084952 3806164 4995836 30120 47233 275782 392837 5215589 4132273 1542983 1083316 5496459 4352939 455306 424860 21545558 24381973 951031 966707 1198212 1026757 2149243 1993464 X 11183404 11850469 8212911 10538040 19396315 22388509 21545558 24381973 2961952 30242 0 X 0 1 X 1 0 X 20981389 23396430 18748908 18154574 21885569 103166870 20981389 23396430 18748908 18154574 21885569 103166870 17550780 85616090 463139 412341 436008 417758 402091 2131337 987604 784759 657639 602508 551277 3583787 108881994 2592440 0.78630 0.78270 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SHARED SERVICES - 2013 AMOUNT: $ 979,104. 2014 AMOUNT: $ 776,260. 2015 AMOUNT: $ 657,639. 2016 AMOUNT: $ 602,508. 2017 AMOUNT: $ 550,977. MISCELLANEOUS INCOME - 2013 AMOUNT: $ 8,500. 2014 AMOUNT: $ 8,499. 2015 AMOUNT: $ 0. 2016 AMOUNT: $ 0. 2017 AMOUNT: $ 300. 0 0 0 20321287 20321287 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 250000 250000 250000 250000 1000000 1500000 3693667 2757362 936305 738443 697259 41184 783479 677652 105827 1083316 MUTUAL FUNDS - SHORT-TERM BOND FUND 4352939 F 4352939 DEFERRED RENT 826105 DEFERRED CONSTRUCTION ALLOWANCE 200652 1026757 X 23313481 30242 30242 23283239 0 23283239 20321287 0 20321287 0 20321287 PART X, LINE 2: BPC PERFORMED AN EVALUATION OF THE UNCERTAINTY IN INCOME TAXES FOR THE YEARS ENDED DECEMBER 31, 2017 AND 2016, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. 1 THIRD WAY 1025 CONNECTICUT AVE NW SUITE 501 WASHINGTON DC 20036 201734070 501(C)(4) 83300 TO SUPPORT A SUBSTANTIAL INCREASE IN U.S. INVESTMENT IN DEEP DECARBONIZATION CLEAN AIR TASK FORCE 18 TREMONT STREET SUITE 530 BOSTON MA 02108 043512550 501(C)(3) 83300 TO SUPPORT A SUBSTANTIAL INCREASE IN U.S. INVESTMENT IN DEEP DECARBONIZATION 1 1 PART I, LINE 2: GRANTS DISTRIBUTED BY BPC ARE ISSUED BY PROJECT DIRECTORS WHO WORK CLOSELY WITH GRANTEES. AT THE END OF THE GRANT PERIOD, BPC OBTAINS A REPORT FROM THE GRANTEE WHICH DESCRIBES AND ATTESTS TO ACCOMPLISHMENTS THROUGH USE OF GRANT FUNDS. BPC ALSO OBTAINS A COPY OF THE AUDITED FINANCIAL STATEMENTS. X X X X X 0 0 0 0 0 0 0 1 0 JASON GRUMET PRESIDENT & CEO 437234 109308 0 0 0 0 10800 2700 20822 5205 468856 117213 0 0 JULIE ANDERSON SENIOR VICE PRESIDENT 260111 65028 0 0 0 0 10800 2700 14439 3610 285350 71338 0 0 ELENA MUEHLENBECK - VP FINANCE & ADMIN & TREAS/SEC - AS OF 03/2017 167375 8809 0 0 0 0 8550 450 16450 866 192375 10125 0 0 WILLIAM HOAGLAND SENIOR VICE PRESIDENT 227246 75749 0 0 0 0 10125 3375 2768 923 240139 80047 0 0 TRACY TERRY DIRECTOR, ENERGY SECURITY 217806 0 0 0 0 0 11113 0 24913 0 253832 0 0 0 KATHERINE HAYES DIRECTOR, HEALTH POLICY 172795 0 0 0 0 0 8532 0 24596 0 205923 0 0 0 ROBERT TRAYNHAM VP, COMMUNICATIONS 206795 0 0 0 0 0 9115 0 10900 0 226810 0 0 0 JANET MARCHIBROADA DIRECTOR, HEALTH IT 174044 0 5000 0 0 0 8542 0 24971 0 212557 0 0 0 JOHN FORTIER DIRECTOR, DEMOCRACY PROJECT 179018 0 0 0 0 0 8213 0 2987 0 190218 0 0 0 ANAND PAREKH CHIEF MEDICAL ADVISOR 174961 0 0 0 0 0 8418 0 20978 0 204357 0 0 0 MICHELE STOCKWELL PRESIDENT, BPCAN 12189 231593 0 0 0 0 625 11875 1243 23612 14057 267080 0 0 PART I, LINE 7 JANET MARCHIBROADA, PREVENTION INITIATIVE/SECRETARY, RECEIVED A $5,000 BONUS BASED ON HER PERFORMANCE DURING THE YEAR ENDED DECEMBER 31, 2017. X 2 868637 FMV 0 0 0 PART I, COLUMN (B): PART I, COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS FOR DONATED SECURITIES. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES AUTHORIZED TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FEDERAL FORM 990 IS REVIEWED BY FINANCE MANAGEMENT AND EXECUTIVE MANAGEMENT. PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE, THE FEDERAL FORM 990 IS CIRCULATED TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C BPC INSTITUTED A CONFLICT OF INTEREST POLICY FOR EMPLOYEES, OFFICERS AND MEMBERS OF THE BOARD OF DIRECTORS. EACH YEAR, BPC REQUIRES EMPLOYEES AND BOARD MEMBERS TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM AND DISCLOSE POTENTIAL CONFLICTS PURSUANT TO ORGANIZATIONAL POLICY. THESE FORMS ARE REVIEWED BY SENIOR MANAGEMENT. IF A CONFLICT OF INTEREST IS PERCEIVED, ACTIONS DEPEND ON THE LEVEL OF CONFLICT. IF RELATED TO A BOARD MEMBER, THE ISSUE IS DISCUSSED BY THE FULL BOARD OF DIRECTORS AND THE INTERESTED PARTY IS DISMISSED FROM THE DISCUSSION. FOR EMPLOYEES, THE ISSUE IS ADDRESSED BY SENIOR MANAGEMENT, IN BOTH CASES, APPROPRIATE ACTION WILL RESULT. FORM 990, PART VI, SECTION B, LINE 15 TO DETERMINE COMPENSATION OF BPC'S OFFICERS AND KEY EMPLOYEES, BPC REVIEWS INDEPENDENT SURVEY DATA LOOKING AT OTHER NONPROFIT ORGANIZATIONS OF SIMILAR SIZE AND GROSS REVENUE. IN ADDITION, FOR EMPLOYEES WHO ARE IN A POSITION TO EXERCISE A SUBSTANTIAL INFLUENCE OVER THE AFFAIRS OF BPC WITHIN THE MEANING OF SECTION 4958 OF THE INTERNAL REVENUE CODE, BPC'S SENIOR LEADERSHIP TEAM REVIEWS THE SALARIES OF ALL EMPLOYEES AND NEW HIRES, ADJUSTING AMOUNTS AS NECESSARY BASED ON THE MOST RECENTLY AVAILABLE BENCHMARK DATA. FORM 990, PART VI, SECTION C, LINE 19 BPC'S AUDITED FINANCIAL STATEMENTS, AND FEDERAL FORM 990 ARE AVAILABLE UPON REQUEST. GOVERNING DOCUMENTS, INCLUDING THE CONFLICT OF INTEREST POLICY, ARE NOT PUBLICLY DISCLOSED. FORM 990, PART IX, LINE 11G HONORARIA: PROGRAM SERVICE EXPENSES 507,500. MANAGEMENT AND GENERAL EXPENSES 22,500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 530,000. RECRUITING & TEMPORARY HELP: PROGRAM SERVICE EXPENSES 15,924. MANAGEMENT AND GENERAL EXPENSES 11,045. FUNDRAISING EXPENSES 16,532. TOTAL EXPENSES 43,501. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 2,683,479. MANAGEMENT AND GENERAL EXPENSES 103,410. FUNDRAISING EXPENSES 37,703. TOTAL EXPENSES 2,824,592. BIPARTISAN POLICY CENTER ACTION INC 1225 I STREET NW SUITE 900 WASHINGTON DC 20005 261299114 PROMOTE PRINCIPLES DEVELOPED BY BPC DE 501(C)(4) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 BIPARTISAN POLICY CENTER ACTION INC N 550977 FMV BIPARTISAN POLICY CENTER ACTION INC O 1007332 FMV BIPARTISAN POLICY CENTER ACTION INC Q 159813 FMV