2018-11-15T14:31:39-06:00 2017-12-31 410746749 CLIFTONLARSONALLEN LLP 901 N GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2017-01-01 522096845 NEW AMERICA FOUNDATION NEWA 2029862700 740 15TH STREET NW NO 900 WASHINGTON DC 20005 BARRY HOWARD CFAO 2029862700 2018-11-15 1 IVY BECKHAM P01316131 5712279500 67.137.57.251 2018-11-15 05:16:01 ES P 88FC096EEAA4AA34D2309BD4BFC487DBE06F0B48 117C9FDD72C608EEAC637569487DFDD6D3A36660 2017 2019-02-21 02:37:17Z NEW AMERICA ANNE-MARIE SLAUGHTER 740 15TH STREET NW NO 900 WASHINGTON DC 20005 39313077 0 X WWW.NEWAMERICA.ORG X 1998 DC TO BRING EXCEPTIONALLY PROMISING NEW VOICES & IDEAS TO THE FORE OF OUR NATION'S PUBLIC DISCOURSE. 21 21 292 21 0 0 36528168 37653997 15563 11785 75652 59632 1354349 1587663 37973732 39313077 2020119 44150 0 0 19399499 20609623 0 0 1159800 15825453 15415676 37245071 36069449 728661 3243628 31923636 39928890 8352035 13140792 23571601 26788098 X NEW AMERICA FOUNDATION IS DEDICATED TO RENEWING AMERICA BY CONTINUING THE QUEST TO REALIZE OUR NATION'S HIGHEST IDEALS, HONESTLY CONFRONTING THE CHALLENGES CAUSED BY RAPID TECHNOLOGICAL AND SOCIAL CHANGE, AND SEIZING THE OPPORTUNITIES THOSE CHANGES CREATE. 0 0 12212781 DOMESTIC POLICY PROGRAMS:EDUCATION POLICY PROGRAM: THE EDUCATION POLICY PROGRAM USES ORIGINAL RESEARCH AND POLICY ANALYSIS TO HELP SOLVE THE NATION'S CRITICAL EDUCATION PROBLEMS, CRAFTING OBJECTIVE ANALYSES AND SUGGESTING NEW IDEAS FOR POLICYMAKERS, EDUCATORS, AND THE PUBLIC AT LARGE. NEW AMERICA COMBINES A STEADFAST CONCERN FOR HISTORICALLY DISADVANTAGED POPULATIONS WITH A BELIEF THAT BETTER INFORMATION ABOUT EDUCATION CAN VASTLY IMPROVE BOTH THE POLICIES THAT GOVERN EDUCATIONAL INSTITUTIONS AND THE QUALITY OF LEARNING ITSELF.THE EARLY & ELEMENTARY EDUCATION POLICY TEAM WORKS TO HELP ENSURE THAT ALL CHILDREN HAVE ACCESS TO A SYSTEM OF HIGH-QUALITY EARLY LEARNING OPPORTUNITIES FROM BIRTH THROUGH THIRD GRADE THAT PREPARE THEM TO SUCCEED IN SCHOOL AND IN LIFE.THE PREK-12 INITIATIVE WORKS TO ENSURE THAT ALL CHILDREN ATTENDING PUBLIC ELEMENTARY AND SECONDARY SCHOOLS HAVE ACCESS TO AND RECEIVE HIGH-QUALITY EDUCATIONAL EXPERIENCES, WITH A PARTICULAR EMPHASIS ON IMPROVING EQUITY AND OUTCOMES FOR TRADITIONALLY UNDERSERVED STUDENTS.NEW AMERICA'S HIGHER EDUCATION INITIATIVE WORKS TO MAKE HIGHER EDUCATION MORE ACCESSIBLE, INNOVATIVE, STUDENT-CENTERED, OUTCOMES-FOCUSED, AND EQUITABLE.THE CENTER ON EDUCATION AND SKILLS IS A RESEARCH AND POLICY DEVELOPMENT PROGRAM FOCUSED ON THE INTERSECTION OF OUR HIGHER EDUCATION, JOB TRAINING, AND WORKFORCE DEVELOPMENT SYSTEMS. THE CENTER IS DEDICATED TO BUILDING LEARNING-BASED PATHWAYS TO ECONOMIC OPPORTUNITY THAT CAN BEGIN INSIDE OR OUTSIDE OF FORMAL HIGHER EDUCATION.DUAL LANGUAGE LEARNERS NATIONAL WORK GROUP PROVIDES A POLICY-DRIVEN FOCUS ON LANGUAGE LEARNERS IN THE EARLY AND ELEMENTARY YEARS. THE WORK GROUP CONDUCTS RESEARCH, DEVELOPS RECOMMENDATIONS, AND DISSEMINATES NEW IDEAS TO POLICYMAKERS, PRACTITIONERS, AND THE PUBLIC TO IMPROVE OUTCOMES FOR DUAL LANGUAGE LEARNERS (DLLS), CHILDREN FROM BIRTH THROUGH AGE EIGHT WHO ARE LEARNING ENGLISH IN ADDITION TO THEIR NATIVE LANGUAGES.THE LEARNING TECHNOLOGIES PROJECT SEEKS TO ENSURE THAT PUBLIC EDUCATION IS EQUITABLE AND OPEN SO ALL STUDENTS HAVE ACCESS TO THE INFORMATION, TOOLS, AND EXPERIENCES THEY NEED TO SUCCEED IN THE DIGITAL AGE.POLITICAL REFORM PROGRAM: THE POLITICAL REFORM PROGRAM SEEKS TO DEVELOP NEW STRATEGIES AND INNOVATIONS TO REPAIR THE DYSFUNCTION OF GOVERNMENT, RESTORE TRUST, AND REBUILD THE PROMISE OF AMERICAN DEMOCRACY BY WORKING TOWARDS AN OPEN, FAIR DEMOCRATIC PROCESS, WITH EQUITABLE OPPORTUNITIES FOR FULL PARTICIPATION, IN ORDER TO RESTORE DYNAMISM AND GROWTH TO THE AMERICAN ECONOMY AND SOCIETY.BETTER LIFE LAB: THE BETTER LIFE LAB IS LEADING THE NATIONAL CONVERSATION ABOUT THE EVOLUTION OF GENDER ROLES AND NORMS, FAMILY POLICY, AND HOW WE WORK AND LIVE. THE PROGRAM SEEKS TO CREATE A PUBLIC ENVIRONMENT THAT'S HOSPITABLE TO CHANGE, THROUGH POWERFUL WRITING AND INFORMED DEBATE ABOUT CAREERS AND FAMILIES, THEIR STRENGTHS AND THEIR NEEDS.THE GLOBAL GENDER PARITY INITIATIVE AIMS TO BROADEN HOW POLICYMAKERS AND THE GENERAL PUBLIC UNDERSTAND UNPAID WORK THROUGH SURVEYS AND JOURNALISM.NATIONAL NETWORK: NEW AMERICA IS OVERHAULING THE TRADITIONAL THINK TANK MODEL BY DEVELOPING A NEW MODEL OF CIVIC ENTERPRISE, WHICH EXPERIMENTS WITH IDEAS AND SOLUTIONS TO PUBLIC PROBLEMS ON THE GROUND THROUGH DIRECT ACTION AND COLLABORATIVE POLICY PROCESSES. IN ADDITION TO THE RESEARCH AND WRITING THE ANALYSTS AND FELLOWS DO AROUND THE COUNTRY, THE TEAMS IN NEW YORK CITY, CALIFORNIA, INDIANAPOLIS, AND CHICAGO ARE DEDICATED TO DOING WORK RELEVANT TO-AND WITH-PEOPLE IN THEIR COMMUNITIES.MUSLIM DIASPORA INITIATIVE: THE MUSLIM DIASPORA INITIATIVE PROVIDES A FRESH PERSPECTIVE ON MUSLIM COMMUNITIES IN THE UNITED STATES THROUGH A NON-SECURITY LENS. THEY RESEARCH, ANALYZE, WRITE, CONVENE, ADVISE AND CONDUCT OUTREACH ON POLICY-RELEVANT TOPICS RELATED TO AMERICAN MUSLIM COMMUNITIES. THROUGH THESE ACTIVITIES, THE MUSLIM DIASPORA INITIATIVE SEEKS TO INFORM AND IMPROVE THE PUBLIC CONVERSATION ABOUT AMERICAN MUSLIM COMMUNITIES, AS WELL AS USE SCHOLARSHIP AND DATA TO INFORM POLICY.MILLENNIALS INITIATIVE: THE MILLENNIALS INITIATIVE EXAMINES THE CHALLENGES FACING THIS GENERATION OF YOUNG ADULTS (BORN BETWEEN 1980 AND 2000). IT ENCOMPASSES A PUBLIC POLICY FELLOWSHIP AND A PROGRAM OF IN-DEPTH POLICY RESEARCH FOCUSED ON SUPPORTING THE DEVELOPMENT OF A FORWARD-LOOKING POLICY AGENDA. FAMILY CENTERED SOCIAL POLICY PROGRAM: THE FAMILY CENTERED SOCIAL POLICY PROGRAM IS A COLLABORATIVE EFFORT TO HELP REIMAGINE SOCIAL POLICY FOR THE TWENTY-FIRST CENTURY. THE PRIMARY OBJECTIVES INCLUDE ASSESSING CURRENT CONDITIONS, EXPLORING ALTERNATIVES, AND PROPOSING FORWARD-LOOKING REFORMS TO INFORM POLICY DESIGN AND PUBLIC DISCOURSE.RESILIENT COMMUNITIES PROGRAM: THE RESILIENT COMMUNITIES PROGRAM WORKS ALONGSIDE LOCAL GROUPS AND LEADERS TO DESIGN, BUILD, MANAGE, AND LEVERAGE COMMUNITY WIRELESS NETWORKS AS PLATFORMS TO STRENGTHEN RELATIONSHIPS AND ADDRESS RISKS AND CHALLENGES.RESOURCE SECURITY PROGRAM: NEW AMERICA'S RESOURCE SECURITY PROGRAM WORKS ON THE INTERSECTION OF SECURITY, PROSPERITY, AND NATURAL RESOURCES, OR "NATURAL SECURITY." NEW AMERICA IS LOOKING AT THE SHIFTING PATTERNS OF NATURAL SECURITY, FROM LOCAL COMMUNITIES TO GEOPOLITICS, AND WITH ITS PHASE ZERO PROJECT, SEEKS TO UNDERSTAND HOW CLIMATE CHANGE CAN PREDICT GLOBAL CONFLICT. 8885791 TECHNOLOGY POLICY PROGRAMS:OPEN TECHNOLOGY INSTITUTE: THE OPEN TECHNOLOGY INSTITUTE STRENGTHENS COMMUNITIES THROUGH GROUNDED RESEARCH, TECHNOLOGICAL INNOVATION, AND POLICY REFORM. NEW AMERICA CREATES REFORM TO SUPPORT OPEN SOURCE INNOVATIONS AND FOSTER OPEN TECHNOLOGIES AND COMMUNICATIONS NETWORKS. PARTNERING WITH COMMUNITIES, RESEARCHERS, INDUSTRY AND PUBLIC INTEREST GROUPS, NEW AMERICA PROMOTES AFFORDABLE, UNIVERSAL, AND UBIQUITOUS COMMUNICATIONS NETWORKS.THE WIRELESS FUTURE PROJECT DEVELOPS AND ADVOCATES POLICY PROPOSALS TO PROMOTE UNIVERSAL, AFFORDABLE, AND UBIQUITOUS BROADBAND AND IMPROVE THE PUBLIC'S ACCESS TO CRITICAL WIRELESS COMMUNICATION TECHNOLOGIES.THE RANKING DIGITAL RIGHTS PROJECT EVALUATES AND RANKS THE WORLD'S LARGEST INTERNET, MOBILE, AND TELECOMMUNICATIONS COMPANIES' COMMITMENTS, POLICIES AND PRACTICES AFFECTING FREEDOM OF EXPRESSION AND PRIVACY.TECHCONGRESS IS A PROJECT TO EMBED TECHNOLOGISTS IN CONGRESSIONAL OFFICES TO BOLSTER IN-HOUSE TECH EXPERTISE IN GOVERNMENT.THE MEASUREMENT LAB (M-LAB) PLATFORM AND CORRESPONDING TOOLKIT MEASURE INTERNET SPEEDS AND PERFORMANCE, SO THAT ANYONE CAN NOW SEARCH FOR LOCAL INFORMATION ABOUT INTERNET PROVIDERS AND SPEEDS, DOWNLOAD THE DATA THEMSELVES, AND COMPARE LOCATIONS ACROSS THE WORLD.PUBLIC INTEREST TECHNOLOGY PROGRAM: THE PUBLIC INTEREST TECHNOLOGY PROGRAM CONNECTS TECHNOLOGISTS TO PUBLIC INTEREST ORGANIZATIONS TO IMPROVE SERVICES TO VULNERABLE COMMUNITIES AND STRENGTHEN LOCAL ORGANIZATIONS THAT SERVE THEM.CYBERSECURITY INITIATIVE: THE GOAL OF NEW AMERICA'S CYBERSECURITY INITIATIVE IS TO BRING THE KEY ATTRIBUTES OF NEW AMERICA'S ETHOS TO THE CYBERSECURITY POLICY CONVERSATION. IN DOING SO, THE INITIATIVE PROVIDES A LOOK AT ISSUES FROM FRESH PERSPECTIVES, AN EMPHASIS ON CROSS-DISCIPLINARY COLLABORATION, A COMMITMENT TO QUALITY RESEARCH AND EVENTS, AND DEDICATION TO DIVERSITY IN ALL ITS GUISES. THE INITIATIVE SEEKS TO ADDRESS ISSUES OTHERS CAN'T OR DON'T AND CREATE IMPACT AT SCALE.FUTURE TENSE: FUTURE TENSE IS A PARTNERSHIP BETWEEN NEW AMERICA, ARIZONA STATE UNIVERSITY, AND SLATE MAGAZINE TO EXPLORE EMERGING TECHNOLOGIES AND THEIR TRANSFORMATIVE EFFECTS ON SOCIETY AND PUBLIC POLICY. CENTRAL TO THE PARTNERSHIP IS A SERIES OF EVENTS THAT TAKE IN-DEPTH, PROVOCATIVE LOOKS AT ISSUES THAT, WHILE LITTLE UNDERSTOOD TODAY, WILL DRAMATICALLY RESHAPE THE POLICY DEBATES OF THE COMING DECADE. 3484075 25000 INTERNATIONAL POLICY PROGRAMS:INTERNATIONAL SECURITY PROGRAM: THE INTERNATIONAL SECURITY PROGRAM AIMS TO PROVIDE EVIDENCE-BASED ANALYSIS OF SOME OF THE TOUGHEST SECURITY CHALLENGES FACING AMERICAN POLICYMAKERS AND THE PUBLIC. ITS RESEARCH HAS ADDRESSED HOMEGROWN AMERICAN TERRORISM, THE DEVELOPMENT AND NATURE OF ISIS' NETWORKS IN THE WEST, THE UNITED STATES' DRONE WARS ABROAD, THE COLLAPSE OF THE AMERICAN MONOPOLY ON ARMED DRONES AND THE PROLIFERATION OF DRONES AROUND THE WORLD, AND THE PROFOUND CHANGES IN WARFARE WROUGHT BY NEW TECHNOLOGY AND SOCIETAL CHANGES. THE PROGRAM ALSO EXAMINES REGIONAL SECURITY ISSUES, WITH A PARTICULAR FOCUS ON THE MIDDLE EAST AND SOUTH ASIA.INTERNATIONAL REPORTING PROJECT: THE INTERNATIONAL REPORTING PROJECT PROVIDES FELLOWSHIP OPPORTUNITIES FOR JOURNALISTS TO REPORT INTERNATIONALLY ON CRITICAL ISSUES THAT ARE UNDER-COVERED IN THE NEWS MEDIA.U.S.-IRAN INITIATIVE: THE U.S.-IRAN INITIATIVE COMBINES POLICY DIALOGUE, RESEARCH, PRIVATE ROUNDTABLES, AND PUBLIC EVENTS, WITH THE AIM OF EXPLORING POSSIBLE GROUNDS FOR CONSTRUCTIVE ENGAGEMENT AND DEVELOPING MUTUALLY ACCEPTABLE STRATEGIES FOR ADDRESSING A RANGE OF ISSUES. IT REPRESENTS ONE OF THE FEW CONSISTENT BRIDGES FOR UNOFFICIAL BILATERAL DIALOGUE ON NUCLEAR ISSUES, REGIONAL SECURITY, AND U.S.-IRAN RELATIONS. 2412972 FELLOWS PROGRAM:NEW AMERICA FELLOWS: THE NEW AMERICA FELLOWS PROGRAM SUPPORTS TALENTED JOURNALISTS, ACADEMICS AND OTHER PUBLIC POLICY ANALYSTS WHO OFFER A FRESH AND OFTEN UNPREDICTABLE PERSPECTIVE ON THE MAJOR CHALLENGES FACING OUR SOCIETY. 2215226 19150 ECONOMIC/FISCAL POLICY PROGRAMS:BRETTON WOODS II: THE BRETTON WOODS II PROGRAM IS ENGAGING SOVEREIGN WEALTH FUNDS, PENSION FUNDS, ENDOWMENTS, AND FAMILY OFFICES TO BUILD A NEW BUSINESS MODEL FOR SOCIAL FINANCE. THE INITIATIVE IS HARNESSING ANALYTICS, ADVOCACY, AND FINANCIAL TOOLS TO CHANNEL PART OF THE $25 TRILLION CONTROLLED BY LONG-TERM ASSET HOLDERS INTO STRATEGIC INVESTMENTS IN SOCIAL IMPACT THAT ADDRESS THE ROOT CAUSES OF VOLATILITY. THE PROGRAM IS ALSO HOME TO THE BLOCKCHAIN TRUST ACCELERATOR, A PROJECT THAT EXPLORES HOW BLOCKCHAIN TECHNOLOGY CAN BE USED TO SOLVE SOCIAL IMPACT AND GOVERNANCE CHALLENGES.OPEN MARKETS: THE OPEN MARKETS PROGRAM AT NEW AMERICA USES JOURNALISM TO PROMOTE GREATER AWARENESS OF THE POLITICAL AND ECONOMIC DANGERS OF MONOPOLIZATION, IDENTIFIES THE CHANGES IN POLICY AND LAW THAT CLEARED THE WAY FOR SUCH CONSOLIDATION, AND FOSTERS DISCUSSIONS WITH POLICYMAKERS AND CITIZENS AS TO HOW TO UPDATE AMERICA'S TRADITIONAL POLITICAL ECONOMIC PRINCIPLES FOR OUR 21ST CENTURY DIGITAL SOCIETY.WWT COMMISSION: THE WWT COMMISSION ON WORK, WORKERS, AND TECHNOLOGY REIMAGINES AMERICA'S SOCIAL CONTRACT AND HOW THE EVOLUTION OF WORK IS CHANGING SOCIETY. THROUGH A SERIES OF SCENARIO PLANNING EXERCISES WITH SMALL GROUPS OF TECH AND BUSINESS CEOS, WWT EXPLORES HOW ARTIFICIAL INTELLIGENCE, THE ON-DEMAND ECONOMY, THE AGING WORKFORCE, AND OTHER TECHNOLOGICAL AND CULTURAL CHANGES WILL TRANSFORM THE WAY WE WORK. 11785 PUBLICATION SALES 4628198 19150 11785 29210845 1 1 0 1 0 0 0 0 1 0 1 0 0 0 1 1 1 0 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 267 0 292 1 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AR CA CO CT DC FL GA HI IL KS KY LA ME MD MA MI MN MS NV NH NJ NM NY NC OH OK OR PA RI SC TN UT VA WA WV WI X SUSAN DAILEY 2025963351 740 15TH STREET NW SUITE 990 WASHINGTON DC 20005 LENNY T MENDONCA CHAIRMAN 1.00 X X 0 0 0 JEFFREY LEONARD TREASURER 1.00 X X 0 0 0 DAVID G BRADLEY SECRETARY 1.00 X X 0 0 0 ROBERT ABERNETHY BOARD MEMBER 1.00 X 0 0 0 DAVID BROOKS BOARD MEMBER 1.00 X 0 0 0 MICHAEL M CROW BOARD MEMBER 1.00 X 0 0 0 R BOYKIN CURRY BOARD MEMBER 1.00 X 0 0 0 JAMES FALLOWS BOARD MEMBER 1.00 X 0 0 0 TOM FRESTON BOARD MEMBER 1.00 X 0 0 0 ATUL A GAWANDE MD MPH BOARD MEMBER 1.00 X 0 0 0 HELENE D GAYLE BOARD MEMBER 1.00 X 0 0 0 WILLIAM W GERRITY BOARD MEMBER 1.00 X 0 0 0 TED HALSTEAD BOARD MEMBER 1.00 X 0 0 0 ZACHARY KARABELL BOARD MEMBER 1.00 X 0 0 0 WALTER RUSSELL MEAD BOARD MEMBER 1.00 X 0 0 0 TODD PARK BOARD MEMBER 1.00 X 0 0 0 STEVEN RATTNER BOARD MEMBER 1.00 X 0 0 0 REIHAN SALAM BOARD MEMBER 1.00 X 0 0 0 JONATHAN SOROS BOARD MEMBER 1.00 X 0 0 0 ASHLEY SWEARENGIN BOARD MEMBER 1.00 X 0 0 0 FAREED ZAKARIA BOARD MEMBER 1.00 X 0 0 0 ANNE-MARIE SLAUGHTER PRESIDENT & CHIEF EXECUTIVE OFFICER 40.00 X 504776 0 33041 TYRA MARIANI EXECUTIVE VICE PRESIDENT 40.00 X 319917 0 39605 CECILIA MUNOZ APR-DEC 2017 VICE PRESIDENT 40.00 X 204813 0 6948 PETER BERGEN VP, DIR. OF NATIONAL FELLOWS & INT'L SECURIT 40.00 X 244861 0 67083 KEVIN CAREY DIRECTOR, EDUCATION POLICY PROGRAM 40.00 X 209828 0 45579 BARRY HOWARD MAY-DEC 2017 CHIEF FINANCIAL & ADMIN OFFICER 40.00 X 131438 0 17972 SUZANNE DIMAGGIO PROGRAM DIRECTOR 40.00 X 231215 0 54899 KEVIN BANKSTON DIRECTOR, OPEN TECH. INSTITUTE 40.00 X 221332 0 38203 PETER SINGER SENIOR FELLOW AND STRATEGIST 40.00 X 220584 0 23795 ELANA BROITMAN DIRECTOR, NEW AMERICA NYC 40.00 X 208700 0 25866 MARK SCHMITT DIRECTOR OF STUDIES 40.00 X 202434 0 26110 SHARON BURKE SENIOR ADVISOR 40.00 X 172925 0 65179 MEREDITH HANLEY DIRECTOR, DEVELOPMENT 40.00 X 171835 0 44395 3044658 0 488675 50 0 1 0 IPSOS PUBLIC AFFAIRS LLC 301 MERRITT 7 NORWALK CT 06851 CONSULTING SVCS FOR ANNUAL SURVEY FOR ED 214750 RESOURCES GLOBAL PROFESSIONALS PO BOX 740909 LOS ANGELES CA 90074 FINANCE CONSULTING SERVICES 176735 LAKE RESEARCH PARTNERS INC 1101 17TH STREET NW SUITE 301 WASHINGTON DC 20036 HIGHER ED AD POLICY PROG RESEARCH 152945 HIREDPEN DIGITAL LLC 40 E CHICAGO AVENUE SUITE 336 CHICAGO IL 60611 ED POLICY WRITING & VIDEO PRODUCTION 152500 KRISTIN SHARP 1662 34TH STREET NW WASHINGTON DC 20007 CONSULTING SVCS FOR WORK, WORKERS & IT 105000 8 1732792 35921205 85154 37653997 PUBLICATION SALES 900099 11785 11785 11785 59632 59632 1587663 0 1587663 1587663 1587663 39313077 11785 0 1647295 X 44150 44150 2313940 1444301 493862 375777 14698564 11453089 2834295 411180 1095107 808348 255963 30796 1288238 962156 276750 49332 1213774 900464 265667 47643 60583 26610 17163 16810 41900 41900 6006949 5201942 742962 62045 801649 154837 613715 33097 36923 1724 35199 4236871 2201858 2035013 1496158 1315344 132074 48740 723982 313289 407825 2868 1050630 1050630 108455 108455 BAD DEBT EXPENSE 218495 218495 PUBLICATIONS/SUBS 143734 27724 64224 51786 STAFF RECRUITMENT 112208 14203 73774 24231 M&G ALLOCATION 0 4088744 -4088744 377139 252062 119582 5495 36069449 29210845 5698804 1159800 7078653 7428655 10027722 7548297 13016921 16858390 205153 736614 570100 662254 7569931 1282234 568292 6287697 9892 18261 446903 388722 31923636 39928890 2490590 2206863 1639545 82704 89471 89471 4049725 10844458 8352035 13140792 X 5379121 4061052 18192480 22727046 23571601 26788098 31923636 39928890 X 3243628 -264 -26867 X 0 1 X 1 0 X 19432725 20219546 33232227 36528168 37653997 147066663 19432725 20219546 33232227 36528168 37653997 147066663 36695483 110371180 283550 78946 319256 1405177 1647295 3734224 151911 151911 150952798 64399 0.73120 0.76630 X 0 134008 134008 35935441 36069449 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 5029 80297 158148 134008 377482 250000 250000 250000 250000 1000000 1500000 0 1 X 7088777 1072665 6016112 481154 209569 271585 6287697 DEFERRRED RENT 10762023 PREPAID RENT LIABILITY 82435 10844458 X 39285946 -264 -26867 -27131 39313077 0 39313077 36069449 0 36069449 0 36069449 PART IV, LINE 2B: TENANT ESCROW $89,471. PART X, LINE 2: NEW AMERICA IS A 501(C)(3) ORGANIZATION, EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE. NEW AMERICA IS, HOWEVER, SUBJECT TO TAX ON BUSINESS INCOME UNRELATED TO ITS EXEMPT PURPOSE. NEW AMERICA BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS OR THAT WOULD HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. THERE ARE NO UNRECOGNIZED TAX BENEFITS OR LIABILITIES THAT NEED TO BE RECORDED. PART XI, LINE 2D - OTHER ADJUSTMENTS: LOSS ON FOREIGN CURRENCY EXCHANGE -26,867. EUROPE (INCLUDING ICELAND & GREENLAND) 0 3 PROGRAM SERVICES PROJECT MANAGEMENT AND TECHNICAL SUPPORT. 314348 0 3 0 0 0 3 314348 0 314348 0 0 0 0 0 0 PART I, LINE 3: ACCOUNTING METHOD: ACCRUAL BASIS TOTAL INVESTMENTS FOR REGION: $0 TOTAL EXPENDITURES FOR REGION: $314,348 1 RESOURCES LEGACY FUND 555 CAPITAL MALL SUITE 1095 SACRAMENTO CA 95814 954703838 501(C)(3) 19150 TRANSFER OF FORMER NEW AMERICA PROGRAM FOREIGN POLICY INTERRUPTED INC (ELMIRA BAYRASLI) 101 PROSPECT PARK SW APARTMENT 3C BROOKLYN NY 11218 830919481 501(C)(3) 25000 TO SUPPORT FPI'S FELLOWS PROGRAM 2 0 PART I, LINE 2: NEW AMERICA REQUIRES REGULAR REPORTING TO SUBSTANTIATE THE WORK SUPPORTED BY THE GRANT. X X X 0 0 0 0 0 0 0 1 0 ANNE-MARIE SLAUGHTER PRESIDENT & CHIEF EXECUTIVE OFFICER 480776 0 0 0 24000 0 30330 0 2711 0 537817 0 0 0 TYRA MARIANI EXECUTIVE VICE PRESIDENT 299917 0 20000 0 0 0 24266 0 15339 0 359522 0 0 0 CECILIA MUNOZ APR-DEC 2017 VICE PRESIDENT 204813 0 0 0 0 0 0 0 6948 0 211761 0 0 0 PETER BERGEN VP, DIR. OF NATIONAL FELLOWS & INT'L 244861 0 0 0 0 0 30028 0 37055 0 311944 0 0 0 KEVIN CAREY DIRECTOR, EDUCATION POLICY PROGRAM 209828 0 0 0 0 0 35039 0 10540 0 255407 0 0 0 SUZANNE DIMAGGIO PROGRAM DIRECTOR 231215 0 0 0 0 0 26963 0 27936 0 286114 0 0 0 KEVIN BANKSTON DIRECTOR, OPEN TECH. INSTITUTE 221332 0 0 0 0 0 25393 0 12810 0 259535 0 0 0 PETER SINGER SENIOR FELLOW AND STRATEGIST 220584 0 0 0 0 0 22048 0 1747 0 244379 0 0 0 ELANA BROITMAN DIRECTOR, NEW AMERICA NYC 208700 0 0 0 0 0 0 0 25866 0 234566 0 0 0 MARK SCHMITT DIRECTOR OF STUDIES 202434 0 0 0 0 0 23507 0 2603 0 228544 0 0 0 SHARON BURKE SENIOR ADVISOR 172925 0 0 0 0 0 28124 0 37055 0 238104 0 0 0 MEREDITH HANLEY DIRECTOR, DEVELOPMENT 171835 0 0 0 0 0 20237 0 24158 0 216230 0 0 0 PART I, LINE 7 ANY BONUS GIVEN TO AN EXECUTIVE IN 2017 WAS IN RECOGNITION OF EXEMPLARY SERVICE TO THE ORGANIZATION. ANY BONUS PAYMENTS TO THE PRESIDENT AND CHIEF EXECUTIVE OFFICER (CEO) ARE DETERMINED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. BONUS PAYMENTS PAID TO EXECUTIVES ARE DETERMINED AND APPROVED BY THE PRESIDENT AND CEO. ALL BONUS PAYMENTS ARE BASED ON PERFORMANCE EVALUATIONS AND NOT GROSS OR NET REVENUE. X 1 85154 FAIR MARKET VALUE 0 0 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS FORM 990, PART VI, SECTION A, LINE 1 THE BOARD OF DIRECTORS MAY ELECT OR APPOINT ONE OR MORE COMMITTEES (INCLUDING BUT NOT LIMITED TO AN EXECUTIVE COMMITTEE) AND MAY DELEGATE TO ANY SUCH COMMITTEE OR COMMITTEES ANY OR ALL OF THEIR POWERS, PROVIDED THAT ANY COMMITTEE TO WHICH THE POWERS OF THE DIRECTORS ARE DELEGATED SHALL CONSIST SOLELY OF DIRECTORS. UNLESS THE DIRECTORS OTHERWISE DETERMINE, AN EXECUTIVE COMMITTEE ELECTED BY THE DIRECTORS SHALL HAVE THE POWER TO ACT FOR THE FULL BOARD OF DIRECTORS ON ALL MATTERS BETWEEN MEETINGS OF THE DIRECTORS EXCEPT FOR SUCH MATTERS AS MAY BE PROVIDED BY LAW OR THE ARTICLES OF INCORPORATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY MANAGEMENT AND THE AUDIT/FINANCE COMMITTEE, AND A COPY IS SENT TO THE FULL BOARD BEFORE IT IS SIGNED BY A MEMBER OF THE EXECUTIVE TEAM AND FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY AND ITS APPLICATION ARE REVIEWED ANNUALLY FOR THE INFORMATION AND GUIDANCE OF OFFICERS, STAFF MEMBERS, FELLOWS, AND BOARD MEMBERS, EACH OF WHOM HAS A CONTINUING RESPONSIBILITY TO (A) SCRUTINIZE HIS OR HER TRANSACTIONS AND OUTSIDE BUSINESS INTERESTS AND RELATIONSHIPS FOR POTENTIAL CONFLICTS AND (B) MAKE SUCH DISCLOSURES AS DESCRIBED HEREIN. EACH NEW AMERICA OFFICER, STAFF MEMBER, AND FELLOW ARE ASKED TO COMPLETE AND SIGN A CONFLICT OF INTEREST POLICY DISCLOSURE STATEMENT UPON HIS OR HER EMPLOYMENT, AND ON AN ANNUAL BASIS THEREAFTER. EACH NEW AMERICA BOARD MEMBER IS BE ASKED TO COMPLETE AND SIGN SUCH A STATEMENT UPON HIS OR HER ELECTION OR REELECTION TO THE BOARD, AND ANNUALLY THEREAFTER. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT/CHIEF EXECUTIVE OFFICER (CEO)'S COMPENSATION IS REVIEWED AND DETERMINED BY THE BOARD OF DIRECTORS ANNUALLY. NEW AMERICA COMPLETES A COMPENSATION STUDY WHICH INCLUDES THE CEO (AND OTHER C LEVEL SALARIES) EVERY 2-3 YEARS. THE ORGANIZATION IS SCHEDULED TO BEGIN ANOTHER COMPENSATION STUDY IN 2019. MINUTES FORM THE EXECUTIVE COMMITTEE MEETINGS REFLECT THE DISCUSSIONS AND DECISIONS, ANY CHANGES, AS WELL AS STATUS UPDATES ARE REPORTED AT, AND RECORDED IN THE MINUTES FOR THE MAIN BOARD MEETING. ALL STAFF SALARIES ARE DETERMINED BY HUMAN RESOURCES IN CONSULTATION WITH THE RESPECTIVE PROGRAM DIRECTORS AND REVIEWED AND APPROVED BY THE SENIOR LEADERSHIP TEAM AND/OR THE PRESIDENT/CEO. THE MOST RECENT PROCESS WAS DONE IN MAY 2018. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AND ON THE WEBSITE GUIDESTAR.ORG. THE CONFLICT OF INTEREST POLICY IS AVAILABLE ON NEW AMERICA'S WEBSITE. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 2,427,418. MANAGEMENT AND GENERAL EXPENSES 558,131. FUNDRAISING EXPENSES 60,000. TOTAL EXPENSES 3,045,549. FELLOWS: PROGRAM SERVICE EXPENSES 2,757,251. MANAGEMENT AND GENERAL EXPENSES 5,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,762,251. PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 58,008. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 58,008. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 17,273. MANAGEMENT AND GENERAL EXPENSES 121,823. FUNDRAISING EXPENSES 2,045. TOTAL EXPENSES 141,141. FORM 990, PART XI, LINE 9: LOSS ON FOREIGN CURRENCY EXCHANGE -26,867.