2018-11-15T17:54:01-06:00 2017-12-31 814234542 BPM LLP 10 ALMADEN BOULEVARD SUITE 1000 SAN JOSE CA 951132238 990 2017-01-01 943297479 POLICYLINK POLI 5106634307 1438 WEBSTER STREET NO 303 OAKLAND CA 946123228 JOSH KIRSCHENBAUM COO 5106634307 2018-11-14 1 MICHAEL STEPHEN SCHAFFER P00210063 4089616300 2018-11-14 208.184.139.130 2018-11-14 15:28:24 PS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 FD6251F6FB7123D4B026EB6814EBA84C6E349BAE 2017 2019-02-21 02:37:17Z ANGELA GLOVER BLACKWELL 1438 WEBSTER STREET NO 303 OAKLAND CA 946123228 18946248 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. 12 11 78 11 0 0 15740914 15600017 3144621 3262049 8568 16636 60043 67546 18954146 18946248 29037 0 0 0 8048454 8349473 0 0 592437 4089515 4267585 12167006 12617058 6787140 6329190 15407768 21869116 1296049 1428207 14111719 20440909 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 4157117 1959453 HEALTHY COMMUNITIES OF OPPORTUNITY: THIS PORTFOLIO IS DEDICATED TO CREATING THE ECONOMIC, SOCIAL, AND PHYSICAL CHARACTERISTICS NEEDED FOR OPPORTUNITY-RICH COMMUNITIES IN ALL NEIGHBORHOODS, WITH A FOCUS ON THE UNIQUE NEEDS OF LOW-INCOME COMMUNITIES AND COMMUNITIES OF COLOR. 2017 HIGHLIGHTS INCLUDE THE FOLLOWING:- IMPLEMENTED THE NATIONAL HEALTH EQUITY AMBASSADORS FELLOWSHIP THAT ESTABLISHED A PLATFORM FOR LEADERS FROM OUTSIDE THE HEALTH FIELD TO SHARE IDEAS AND EXPERIENCES, FORGE NEW ALLIANCES, AND COLLABORATE AROUND PROMOTING HEALTH EQUITY IN THEIR WORK.- DEVELOPED AND IMPLEMENTED A CURRICULUM THAT ADDRESSES HEALTH RESULTS IN HOUSING PLANNING. IT HAS THE POTENTIAL TO INFLUENCE JURISDICTIONS ACROSS THE COUNTRY, ALL OF WHOM DO REGULAR HOUSING PLANNING, TO INCORPORATE HEALTH DATA AND ANALYSIS, IDENTIFY AND REMEDIATE THE DETRIMENTAL EXPOSURE OF COMMUNITY MEMBERS TO TOXICS. THE CURRICULUM SUPPORTS AND BRINGS TOGETHER THE CAPACITIES AND THE ROLES THAT BOTH THE HOUSING AND HEALTH SECTORS CAN PLAN TO ADVANCE HEALTHY HOUSING AND HEALTHY COMMUNITIES OF OPPORTUNITY. - DELIVERED PROGRAM SUPPORT TO THE CONVERGENCE PARTNERSHIP, A COLLABORATION OF MAJOR NATIONAL HEALTH FUNDERS OFFERING RESOURCES TO ORGANIZED EFFORTS ACROSS THE COUNTRY TO ENSURE HEALTHY PEOPLE IN HEALTHY PLACES. - DESIGNED A WATER EQUITY CAUCUS THAT WILL BE ABLE TO ADVANCE STRONG VOICES AND PRACTICES AT LOCAL, STATE AND FEDERAL LEVELS. THIS CAUCUS WILL ORGANIZE THE EQUITY LEADERS, BUILD THEIR SHARED ANALYSIS, CODIFY THEIR POLICY STRATEGY, AND ENABLE THEM TO DELIVER ON WATER EQUITY RESULTS FOR THEIR COMMUNITIES. THE LONG-TERM GOAL IS FOR THIS SECTOR TO DELIVER SIGNIFICANT EQUITY DIVIDENDS FOR LOW-INCOME COMMUNITIES AND COMMUNITIES OF COLOR.- LED THE NATIONAL TRANSPORTATION EQUITY CAUCUS INCLUSIVE OF THE NATION'S LEADING CIVIL RIGHTS, COMMUNITY DEVELOPMENT, RACIAL JUSTICE, ECONOMIC JUSTICE, FAITH-BASED, HEALTH, HOUSING, LABOR, ENVIRONMENTAL JUSTICE, TRIBAL, PUBLIC INTEREST, WOMEN'S GROUPS AND TRANSPORTATION ORGANIZATIONS FOCUSED ON DRIVING TRANSPORTATION POLICIES THAT ADVANCE ECONOMIC AND SOCIAL EQUITY IN AMERICA.- IN CALIFORNIA, DESIGNED A COMPREHENSIVE SET OF STATE-LEVEL HOUSING POLICY PRIORITIES TO INCREASE THE SUPPLY OF AFFORDABLE HOUSING, STRENGTHEN TENANT PROTECTIONS, ESTABLISH ANTI-DISPLACEMENT MEASURES, AND REDUCE BARRIERS TO HOUSING FOR ESPECIALLY VULNERABLE RESIDENTS. - ADVANCED THE ARTS, CULTURE, AND EQUITABLE DEVELOPMENT INITIATIVE THAT UTILIZES ARTS. THE EFFORT DISTILLS SAMPLED POLICIES, MODEL PROCESSES, AND USEFUL TOOLS AND FRAMEWORKS TO HELP GUIDE ARTS AND CULTURE-INFORMED POLICY CHANGE EFFORTS TO ADVANCE EQUITY FOR THE 100 MILLION AMERICANS LIVING IN POVERTY.- UPGRADED THE HEALTHY FOOD ACCESS PORTAL, THE NATION'S PREMIER HEALTHY FOOD ACCESS WEBSITE. THE PORTAL CONNECTS STAKEHOLDERS WITH AVAILABLE RESOURCES AND DATA RANGING FROM INFORMATION EXPLAINING THE LACK OF ACCESS TO HEALTHY FOOD AND THE HEALTH AND ECONOMIC IMPACTS, TO TOOLS FOR NEW USERS INTERESTED IN BEGINNING NEW HEALTHY FOOD RETAIL PROJECTS AND POLICIES IN THEIR COMMUNITY, TO MORE SOPHISTICATED RESOURCES FOR STAKEHOLDERS ALREADY IMMERSED IN HEALTHY FOOD ACCESS STRATEGIES. - POLICYLINK IS SUPPORTING EFFORTS TO CREATE, EXPAND, AND DOCUMENT EQUITABLE AND HEALTHY FOOD PROCUREMENT POLICIES AND PROCUREMENT PRACTICES ACROSS THE COUNTRY. AS FOOD PROCUREMENT QUICKLY GAINS NATIONAL PROMINENCE AS A SCALABLE APPROACH TO CREATING A MORE EQUITABLE FOOD SYSTEM THAT CREATES GREATER ACCESS TO HEALTHY FOOD, PROVIDING QUALITY JOBS, AND FOSTERING NEW ECONOMIC OPPORTUNITY, THE BURGEONING FIELD IS IN NEED OF GUIDANCE AND POLICY RECOMMENDATIONS TO ENSURE THAT IT IS EQUITABLE. 2344910 376966 JUST SOCIETY: THIS PORTFOLIO IS DEDICATED TO ENSURING THAT THE SYSTEMS AND INSTITUTIONS WITHIN WHICH WE OPERATE AND LIVE ARE FREE OF RACIAL BIAS SO THAT WE CAN HAVE A JUST SOCIETY WHERE ALL CAN PARTICIPATE AND PROSPER. THIS INCLUDES DEFENDING, ADVANCING, AND INNOVATING POLICY REFORMS.2017 HIGHLIGHTS INCLUDE THE FOLLOWING:- SUPPORTED THE PROMISE NEIGHBORHOODS ECOSYSTEM WITH A STRATEGY FRAMEWORK AND IMPLEMENTATION INFRASTRUCTURE ON AVAILABLE SUPPORTS FOR LOW-INCOME CHILDREN AND THEIR FAMILIES TO ALIGN MULTIPLE COMMUNITY ACTIVITIES THAT ARE MUTUALLY REINFORCING AND PROVIDE A COMPREHENSIVE AND INTEGRATED PATHWAY OUT OF POVERTY FOR THE TARGET POPULATION. - FRAMED THE DISPROPORTIONATE IMPACT THAT FINES AND FEES ASSOCIATED WITH OUR JUSTICE SYSTEM HAVE ON THE FINANCIAL SECURITY AND ECONOMIC MOBILITY OF LOW-INCOME COMMUNITIES AND COMMUNITIES OF COLOR. IN MARCH OF 2017, WE RELEASED A REPORT ENDING THE DEBT TRAP: STRATEGIES TO STOP THE ABUSE OF COURT IMPOSED FINES AND FEES. THE REPORT INCLUDED A POLICY MENU HIGHLIGHTING STRATEGIES AT THE STATE AND LOCAL LEVEL THAT HAVE BEEN SUCCESSFUL ACROSS THE COUNTRY.- POLICYLINK, THROUGH ITS NEWLY LAUNCHED LEGAL DIVISION, PROVIDED HIGH-IMPACT REPRESENTATION TO COMMUNITY-BASED COALITIONS AND CONTRIBUTED TO EXISTING AND NEW ENGAGEMENTS, INCLUDING SECURING BINDING COMMITMENTS TO INVEST MORE THAN $75 MILLION IN AFFORDABLE HOUSING IN SOME OF CALIFORNIA'S MOST RAPIDLY GENTRIFYING AREAS. - DIRECTED THE CALIFORNIA ALLIANCE FOR BOYS AND MEN OF COLOR, A COALITION OF CHANGE AGENTS COMMITTED TO IMPROVING THE LIFE CHANCES OF CALIFORNIA'S BOYS AND YOUNG MEN OF COLOR. THE ALLIANCE INCLUDES YOUTH, COMMUNITY ORGANIZATIONS, FOUNDATIONS, AND LEADERS IN GOVERNMENT, EDUCATION, PUBLIC HEALTH, AND LAW ENFORCEMENT. IN THIS ROLE, POLICYLINK MANAGES, FACILITATES, AND SUPPORTS ALL ASPECTS OF THE NETWORK'S FUNCTIONS INCLUDING EDUCATION AND ADVOCACY WITH POLICY AND SYSTEM LEADERS, AND COLLABORATING WITH STATE AND LOCAL PARTNERS TO DEEPEN THE IMPACT. THE ALLIANCE FOR BOYS AND MEN OF COLOR WORKS WITH LOCAL AND STATE PARTNERS TO ENSURE THAT CALIFORNIA'S BOYS AND MEN OF COLOR ARE PHYSICALLY AND MENTALLY HEALTHY; LIVE IN SAFE NEIGHBORHOODS; SUCCEED IN SCHOOL AND WORK; AND POSSESS THE KNOWLEDGE, SKILLS, AND LEADERSHIP NECESSARY TO CONTRIBUTE TO THE ECONOMIC WELL-BEING OF THEIR FAMILIES, COMMUNITIES, AND STATE.- ADVANCED A CAPACITY BUILDING AND POLICY INITIATIVE TO SUPPORT BOYS AND MEN OF COLOR LEADERS TO PARTICIPATE IN EFFORTS TO END DOMESTIC VIOLENCE IN COMMUNITIES OF COLOR. 3108969 876406 EQUITABLE ECONOMY: THIS PORTFOLIO IS DEDICATED TO PROMOTING EQUITY AS AN ECONOMIC DRIVER AND THE ANTIDOTE TO INEQUALITY, EQUIPPING COMMUNITY LEADERS TO DO THE SAME, AND ADVANCING EQUITABLE GROWTH POLICIES AND STRATEGIES AT THE LOCAL, STATE, AND FEDERAL LEVELS. EE PROGRAMS ARE DESIGNED TO DEMONSTRATE HOW CHANGING DEMOGRAPHICS IN THE US WILL ENHANCE THE NATIONAL ECONOMY, IF CERTAIN POLICIES AND PROGRAMS ARE IN PLACE TO SUPPORT AND EXPAND THE GROWTH OF EQUITY IN THE FUTURE. 2017 HIGHLIGHTS INCLUDE THE FOLLOWING:- THE ALL-IN CITIES INITIATIVE CONTINUED OR INITIATED PLACE BASED ENGAGEMENTS IN PITTSBURGH, PA; NEW ORLEANS, LOUISIANA; LONG ISLAND, NEW YORK; FAIRFAX, VA; OAKLAND, CA; AND CINCINNATI, OHIO. EACH OF THESE ENGAGEMENTS IS PURSING ONE OR MORE OF THE FOLLOWING POLICY PRIORITIES: ADVANCING TENANT PROTECTIONS; IMPROVING PATHWAYS TO HOMEOWNERSHIP; EXPANDING ACCESS TO ENTREPRENEURSHIP AND EMPLOYMENT OPPORTUNITIES ON DEVELOPMENT PROJECTS AND INSTITUTIONALIZING AN EQUITABLE DEVELOPMENT APPROACH THROUGHOUT GOVERNMENT.- LAUNCHED THE ALL-IN CITIES POLICY TOOLKIT, WHICH INCLUDES AN INITIAL SELECTION OF 21 TOOLS, INCLUDING: EQUITABLE CONTRACTING AND PROCUREMENT, FINANCIAL EMPOWERMENT CENTERS, INCENTIVIZED SAVINGS ACCOUNTS, LIVING WAGE, LOCAL AND TARGETED HIRING, MINIMUM WAGE, WORKER-OWNED COOPERATIVES, AND MORE. THE TOOLKIT PROVIDES EXAMPLES OF SPECIFIC POLICIES THAT LOCAL LEADERS CAN ADAPT TO THEIR OWN ECONOMIC AND POLITICAL CONTEXTS, KEY CONSIDERATIONS FOR DESIGN AND IMPLEMENTATION, AND OUTLINES WHERE THESE POLICIES ARE WORKING TO ADVANCE RACIAL AND ECONOMIC EQUITY. - RELEASED IN OCTOBER 2014, THE NATIONAL EQUITY ATLAS IS A FIRST-OF-ITS-KIND RESOURCE FOR DATA TO TRACK, MEASURE, AND MAKE THE CASE FOR INCLUSIVE GROWTH. IT CONTAINS UNIQUE DATA ON DEMOGRAPHIC CHANGE, RACIAL INCLUSION, AND THE ECONOMIC BENEFITS OF EQUITY AT THE LOCAL, STATE, AND NATIONAL LEVELS. THE ATLAS IS A LIVING RESOURCE THAT THE POLICYLINK AND USC PROGRAM FOR ENVIRONMENTAL AND REGIONAL EQUITY (PERE) TEAM ARE CONTINUALLY ENHANCING IN ORDER TO BEST EQUIP CHANGEMAKERS WITH USEFUL, RELEVANT, TIMELY DATA, VISUALIZATIONS, AND POLICY SOLUTIONS TO ADVANCE EQUITY AS THE KEY TO THEIR COMMUNITY'S ECONOMIC SUCCESS NOW AND INTO THE FUTURE. THE FOCUS OF THIS GRANT IS TO DEEPEN THE ATLAS FRAMING, INDICATORS, AND ANALYSES AROUND ECONOMIC SECURITY AND SECTOR-SPECIFIC STRATEGIES TO GROW GOOD JOBS THAT ARE ACCESSIBLE TO LOW-INCOME PEOPLE AND COMMUNITIES OF COLOR. NEW FEATURES ADDED IN 2017 INCLUDE THE FOLLOWING: - ADDED A NEW GEOGRAPHIC LAYER FOR THE LARGEST 100 CITIES. THIS ADDITION RESPONDS TO THE REQUESTS FOR CITY LEVEL DATA FROM OUR USERS (AND OFTEN SUBMITTED TO US VIA WEBINAR SURVEYS) AND ALIGNS WITH THE ALL-IN CITIES INITIATIVE (WWW.ALLINCITIES.ORG) WHICH PROVIDES SUPPORT TO CITIES AS THEY SEEK TO ADVANCE POLICIES AND STRATEGIES THAT ACHIEVE MEASURABLE PROGRESS ON RACIAL ECONOMIC INCLUSION. - ADDED ANCESTRY BREAKDOWNS TO OUR DETAILED RACE/ETHNICITY DEMOGRAPHIC INDICATORS AND SIX ECONOMIC AND EDUCATIONAL EQUITY INDICATORS (MEDIAN WAGE, UNEMPLOYMENT, THE PERCENTAGE OF WORKERS MAKING $15/HOUR, DISCONNECTED YOUTH, HOMEOWNERSHIP, AND EDUCATIONAL ATTAINMENT). THIS DATA IS INCREDIBLY USEFUL FOR COMBATTING THE "MODEL MINORITY" STEREOTYPE THAT IS STILL FAR TOO OFTEN APPLIED TO THE ASIAN COMMUNITY AND FOR UNDERSTANDING THE DIVERSITY THAT EXISTS WITHIN EACH BROAD RACIAL/ETHNIC GROUP.- BUILT A NEW INTERACTIVE NEIGHBORHOOD-LEVEL MAPPING SYSTEM FOR THE ATLAS. TO IMPROVE THE QUALITY OF THE MAPPING ON THE ATLAS AND PROVIDE USERS WITH THE ABILITY TO VISUALIZE SPATIAL INEQUITIES WITHIN CITIES AND REGIONS, WE HAVE BEEN DEVELOPING A CUSTOM MAPPING SYSTEM FOR THE ATLAS. WE HAVE CREATED MAPS FOR TWO ATLAS INDICATORS (UNEMPLOYMENT AND PEOPLE OF COLOR) AND HAVE CREATED A FUNCTIONAL AND ADAPTABLE SYSTEM THAT WILL ALLOW US TO ADD NEW INTERACTIVE MAP BREAKDOWNS TO MANY OF THE ATLAS INDICATOR IN THE NEAR FUTURE.- RECOGNIZING THE SEVERITY OF THE HOUSING AFFORDABILITY CRISIS FACING RENTERS FROM OAKLAND TO MIAMI AND THE NEED FOR POLICY SOLUTIONS, THE NATIONAL EQUITY ATLAS ANALYZED THE GROWTH OF RENTERS IN THE NATION AND IN 37 CITIES, THEIR CONTRIBUTIONS TO THE ECONOMY, AND WHAT RENTERS AND THE UNITED STATES STAND TO GAIN IF HOUSING WERE AFFORDABLE. POLICYLINK PRODUCED 38 FACT SHEETS ON THE ECONOMIC BENEFITS OF AFFORDABLE RENTAL HOUSING.- RELEASED, IN PARTNERSHIP WITH FSG, THE COMPETITIVE ADVANTAGE OF RACIAL EQUITY, WHICH SHARED STRATEGIES AND HIGHLIGHTED EXAMPLES OF HOW CORPORATIONS CAN ACHIEVE SHARED VALUE SUCCESS THROUGH AFFIRMATIVELY ADVANCING RACIAL EQUITY THROUGH ITS PRODUCTS, SERVICES, AND PUBLIC POLICY POSITIONS.- RELEASED A NEW REPORT AND FACT SHEET HIGHLIGHTING THE IMPORTANCE OF EMPLOYMENT EQUITY IN GEORGIA. THE ATLAS TEAM, ALONG WITH OUR PARTNERS FROM PARTNERSHIP FOR SOUTHERN EQUITY, SHARED OUR FINDINGS AND HELD A PANEL DISCUSSION WITH LEADERS FROM THE URBAN LEAGUE OF GREATER ATLANTA, THE GEORGIA BUDGET AND POLICY INSTITUTE, DECIDE DEKALB DEVELOPMENT AUTHORITY, AND THE ATLANTA FEDERAL RESERVE. - RELEASED NEW ANALYSIS EXAMINING HOW THE "RACIAL GENERATION GAP" BETWEEN A GROWING SENIOR POPULATION THAT IS PREDOMINANTLY WHITE AND A RAPIDLY DIVERSIFYING YOUTH POPULATION AFFECTS SPENDING ON PUBLIC EDUCATION IN COUNTIES AND STATES. WE FOUND THAT EVERY PERCENTAGE-POINT INCREASE IN THE RACIAL GENERATION GAP IS ASSOCIATED WITH A DECREASE IN STATE AND LOCAL PER-CHILD EDUCATION SPENDING OF AROUND 1.5 PERCENT. 1785250 115494 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. IN 2017, POLICYLINK CONDUCTED MOST OF THE PLANNING FOR THE SIXTH NATIONAL EQUITY SUMMIT, WHICH BROUGHT TOGETHER OVER 4,000 EQUITY ADVOCATES IN CHICAGO IN APRIL 2018. POLICYLINK CONTINUED TO SUPPORT THE ANNIE E. CASEY FOUNDATION'S RACE EQUITY AND INCLUSION INITIATIVE. STAFF MEMBERS PRESENTED AT HUNDREDS OF CONVENINGS AND ALSO SHARED THEIR EXPERTISE IN SMALL CONSULTATIVE SESSIONS AND ACADEMIC SEMINARS. 1785250 115494 11396246 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 1 0 0 1 63 0 78 1 0 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA NY X RITA GOLDBERGER 5106632333 1438 WEBSTER STREET NO 303 OAKLAND CA 946123228 DOLORES ACEVADO-GARCIA DIRECTOR 1.00 0.10 X 3000 0 0 RICHARD BARON DIRECTOR 1.00 0.10 X 0 0 0 SHERI DUNN BERRY CO-CHAIR 1.00 0.10 X X 0 0 0 GEOFFREY CANADA DIRECTOR 1.00 0.10 X 0 0 0 RADHIKA FOX DIRECTOR 1.00 0.10 X 0 0 0 STEWART KWOH CO-CHAIR 1.00 0.10 X X 0 0 0 CATHERINE S MUTHER DIRECTOR 1.00 0.10 X 0 0 0 MANUEL PASTOR JR DIRECTOR 1.00 0.10 X 0 0 0 MICHAEL SKOLNIK DIRECTOR 1.00 0.10 X 2500 0 0 JOAN WALSH SECRETARY 1.00 0.10 X X 0 0 0 WILLIAM JULIUS WILSON DIRECTOR 1.00 0.10 X 0 0 0 ANGELA GLOVER BLACKWELL FOUNDER & CHIEF EXECUTIVE 40.00 0.10 X X 270909 0 54809 LAUREN WEBSTER CHIEF FINANCIAL OFFICER 34.00 0.10 X 140285 0 39479 JOSH KIRSCHENBAUM VP FOR STRATEGIC DIRECTION 40.00 0.10 X 201160 0 26809 MICHAEL MCAFEE SENIOR DIRECTOR 40.00 0.10 X 213660 0 32253 KALIMA ROSE SENIOR DIRECTOR 40.00 0.10 X 175723 0 59292 MILDRED HAWK DANIEL VP COMMUNICATIONS 40.00 0.10 X 176192 0 28542 VICTOR RUBIN VP RESEARCH 40.00 0.10 X 163360 0 48598 MARY LEE DEPUTY DIRECTOR 40.00 0.10 X 133724 0 53479 LISA CYLAR BARRETT DIR. FED POLICY & CO-DIR. 40.00 0.10 X 146360 0 26257 1626873 0 369518 31 0 1 0 UNIVERSITY OF SOUTHERN CALIFORNIA 950 W JEFFERSON JEF 102 LOS ANGELES CA 90089 RESEARCH, WRITING, EDITING ON REGIONAL E 195000 VOX AUDITA SOLUTIONS INC 167 WEST 71ST STREET 20 NEW YORK NY 10023 TECHNOLOGY SUPPORT 192000 ARNOULT & ASSOCIATES INC 1662 AUTUMN AVENUE SUITE 100 MEMPHIS TN 38112 CONSULTING 110819 NEXT STREET FINANCIAL LLC 184 DUDLEY STREET SUITE 200 ROXBURY MA 02119 CONSULTING 105435 FRANCINE SMITH 54 PARKWAY DRIVE DOBBS FERRY NY 10522 WRITER, EDITOR 101216 5 15600017 15600017 CONTRACTS 541900 3262049 3262049 3262049 16636 16636 1276 0 1276 1276 1276 HONORARIA 900099 65948 65948 OTHER INCOME 900099 322 322 66270 18946248 3328319 0 17912 X 1029398 580670 141501 307227 5497981 5169426 164998 163557 300066 282280 9718 8068 1042378 974754 39569 28055 479650 433522 20275 25853 3971 3971 100291 100291 22481 22481 1760389 1707190 50173 3026 68043 60821 4070 3152 152970 140445 8284 4241 631802 570789 31404 29609 730353 709708 19494 1151 398224 395152 459 2613 124179 112164 6184 5831 TELEPHONE 141214 129342 5861 6011 PRINTING & PUBLICATIONS 53621 51403 1286 932 OTHER 44694 25757 17533 1404 EQUIPMENT RENTAL & MAIN 23054 15483 6768 803 12299 10888 507 904 12617058 11396246 628375 592437 10660308 1685756 10329145 3274973 7898219 929876 1143681 164410 451471 1420318 1128895 307133 291423 71068 69421 15407768 21869116 732194 679307 278869 461956 284986 286944 1296049 1428207 X 6274354 10482541 4837365 6958368 3000000 3000000 14111719 20440909 15407768 21869116 6329190 0 X 0 1 X 1 0 X 13300572 6631934 15064131 15740914 15600017 66337568 13300572 6631934 15064131 15740914 15600017 66337568 36217377 30120191 214 9 276 8568 16636 25703 66363271 13302696 0.45390 0.43170 X 28080 197079 225159 12391899 12617058 780853 195213 0 0 798210 857186 758350 780853 3194599 4791899 130883 144271 179935 225159 680248 199553 214297 189588 195213 798651 1197977 17162 22979 27471 28080 95692 3000000 4100000 7100000 3000000 3000000 3000000 3000000 0.00000 0.42250 0.57750 0 0 674376 478242 196134 745942 650653 95289 291423 CAPITAL LEASE OBLIGATIONS 26711 DEFERRED RENT LIABILITY 260233 286944 18946248 0 18946248 0 18946248 12617058 0 12617058 0 12617058 PART V, LINE 4: THE PRIMARY OBJECTIVE OF THE ENDOWMENT IS TO PRESERVE CAPITAL. THE SECONDARY OBJECTIVE IS TO MAXIMIZE YIELDS CONSISTENT WITH AN ACCEPTABLE LEVEL OF RISKS WITHIN THE CONSTRAINTS OF THE PRIMARY OBJECTIVE. X 1 1 X X X 0 0 0 0 0 0 0 1 0 ANGELA GLOVER BLACKWELL FOUNDER & CHIEF EXECUTIVE 270909 0 0 0 0 0 16050 0 38759 0 325718 0 0 0 LAUREN WEBSTER CHIEF FINANCIAL OFFICER 140285 0 0 0 0 0 9053 0 30426 0 179764 0 0 0 JOSH KIRSCHENBAUM VP FOR STRATEGIC DIRECTION 193660 0 7500 0 0 0 12600 0 14209 0 227969 0 0 0 MICHAEL MCAFEE SENIOR DIRECTOR 206160 0 7500 0 0 0 13050 0 19203 0 245913 0 0 0 KALIMA ROSE SENIOR DIRECTOR 175723 0 0 0 0 0 10732 0 48560 0 235015 0 0 0 MILDRED HAWK DANIEL VP COMMUNICATIONS 176192 0 0 0 0 0 11018 0 17524 0 204734 0 0 0 VICTOR RUBIN VP RESEARCH 163360 0 0 0 0 0 10140 0 38458 0 211958 0 0 0 MARY LEE DEPUTY DIRECTOR 126882 0 6842 0 0 0 8416 0 45063 0 187203 0 0 0 LISA CYLAR BARRETT DIR. FED POLICY & CO-DIR. 146360 0 0 0 0 0 6000 0 20257 0 172617 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. 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 VICE PRESIDENT FOR STRATEGIC DIRECTION. ANY CONCERNS THAT THE CFO HAS ARE RAISED WITH THE CPA FIRM, AND, WHEN NECESSARY, THE VICE PRESIDENT. 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 996,613. MANAGEMENT AND GENERAL EXPENSES 23,663. FUNDRAISING EXPENSES 1,694. TOTAL EXPENSES 1,021,970. GROWTH FUND: PROGRAM SERVICE EXPENSES 362,062. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 362,062. ARTS & CULTURE: PROGRAM SERVICE EXPENSES 113,632. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 113,632. OPEN BOX - HEALTH FELLOWS: PROGRAM SERVICE EXPENSES 110,100. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 110,100. DC COMMUNICATION INITIATIVE: PROGRAM SERVICE EXPENSES 99,163. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 99,163. TEMPORARY AGENCIES AND CASUAL LABOR: PROGRAM SERVICE EXPENSES 25,620. MANAGEMENT AND GENERAL EXPENSES 26,510. FUNDRAISING EXPENSES 1,332. TOTAL EXPENSES 53,462. 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 53435 ACTUAL