2025-10-13T21:02:45-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 805 SW BROADWAY STE 1400 PORTLAND OR 97205 990 2024-01-01 832050594 ECONOMIC SECURITY PROJECT ACTION INC ECON 7046342917 228 PARK AVE S PMB 32482 NEW YORK NY 10003 TAYLOR JO ISENBERG EXECUTIVE DIRECTOR 7046342917 2025-10-10 1 1 MAGGIE ELLIOTT P01790721 5032421447 2025-10-10 2024 2025-03-06 01:10:19Z TAYLOR JO ISENBERG 228 PARK AVE S PMB 32482 NEW YORK NY 10003 6380344 0 X WWW.ECONOMICSECURITY.US X 2018 DE ECONOMIC SECURITY PROJECT ACTION ADVOCATES FOR IDEAS THAT BUILD ECONOMIC POWER FOR ALL AMERICANS. WE AIM TO CHECK CORPORATE POWER, CAMPION GUARANTEED INCOME, AND ADVOCATE FOR CASH TAX CREDITS. TO ACHIEVE THIS, OUR TEAM DISBURSES GRANTS, RUNS ISSUE CAMPAIGNS, DEVELOPS CREATIVE INTERVENTIONS AND RESEARCH PRODUCTS, AND CONVENES THE FIELD TO ADVANCE OUR ISSUES AND TURN BOLD IDEAS INTO REALITY. 7 6 0 6 0 0 2414945 4389893 0 0 70062 209149 0 0 2485007 4599042 290000 984979 0 0 961226 1456293 0 0 56070 444963 1167036 1696189 3608308 788818 990734 3760800 5948502 78367 1258046 3682433 4690456 X ECONOMIC SECURITY PROJECT ACTION ADVOCATES FOR IDEAS THAT BUILD ECONOMIC POWER FOR ALL AMERICANS. WE AIM TO CHECK CORPORATE POWER, CAMPION GUARANTEED INCOME, AND ADVOCATE FOR CASH TAX CREDITS. TO ACHIEVE THIS, OUR TEAM DISBURSES GRANTS, RUNS ISSUE CAMPAIGNS, DEVELOPS CREATIVE INTERVENTIONS AND RESEARCH PRODUCTS, AND CONVENES THE FIELD TO ADVANCE OUR ISSUES AND TURN BOLD IDEAS INTO REALITY. 0 0 1817466 497700 A CAMPAIGNS - OUR ORGANIZATION WORKS TO WIN CASH TAX CREDITS AT THE FEDERAL AND STATE LEVEL TO DELIVER MORE MONEY TO PEOPLE. THIS PAST YEAR, WE HELPED SECURE NEW OR EXPANDED CHILD TAX CREDITS IN STATES, PUTTING MONEY BACK IN PEOPLE'S POCKETS. WE ALSO LAUNCHED AN AFFILIATE IN CALIFORNIA, ECONOMIC SECURITY CALIFORNIA ACTION (ESCAA) TO RESHAPE CALIFORNIA'S ECONOMIC LANDSCAPE BY CHAMPIONING CASH POLICIES AND CHALLENGING CORPORATE CONSOLIDATION. ESCAA LED THE LEADING PUBLIC CAMPAIGN AROUND AI LEGISLATION, CO-SPONSORING SB 1047, WHICH WOULD CREATE A PUBLIC OPTION FOR COMPUTING POWER AND PUT COMMON SENSE SAFETY GUARDRAILS IN PLACE. 656663 477279 BUILD THE FIELD (BTF) SHAPING MARKETS - WE ADVANCE FAIR AND HEALTHY MARKETS BY CHAMPIONING COMPETITION AND PUBLIC OPTIONS TO BUILD ECONOMIC POWER BACK FOR FAMILIES. 8829 5000 BUILD THE FIELD (BTF) CASH - WE DEVELOPED THE BLUEPRINT FOR A GUARANTEED INCOME, THE TEN-YEAR VISION TO WINNING A GUARANTEED INCOME, TO THE MEMBERS OF THE GUARANTEED INCOME COMMUNITY OF PRACTICE. THIS LED TO THE ESTABLISHMENT OF A CASH COALITION AND STRATEGIC POLICY GOALS FOR ACHIEVING A GUARANTEED INCOME. BUILDING ON OUR RESEARCH AROUND CASH, WE DEVELOPED A STRATEGY TO EDUCATE AND ENGAGE PERSUADABLE AUDIENCES AROUND CASH IDEAS. 590425 5000 THIS WAS A YEAR OF BIG WINS AND BIG MOMENTUM, WITH HUGE WINS ON CASH POLICIES, EXPANSION OF THE NATIONAL MOVEMENT FOR A GUARANTEED INCOME, AND ANTIMONOPOLY ACTION TO SHAPE MARKETS TO WORK FOR FAMILIES. OVER THE COURSE OF THIS YEAR, OUR EVENTS, WORKSHOPS, AND COMMUNITIES OF PRACTICE HAVE CONVENED OVER 1,000 PEOPLE, ENGAGING FRONTLINE ADVOCATES, TOP OFFICIALS IN THE WHITE HOUSE, AND LONG-TIME COLLABORATORS. WE ALSO EXPANDED OUR FOOTPRINT IN BOTH CALIFORNIA AND ILLINOIS, INVESTING IN THEM AS THE VANGUARD STATES IN ADVANCING BOLD ECONOMIC POLICIES. 590425 5000 3073383 0 1 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 1 0 0 0 0 1 1 1 0 1 12 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 7 6 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 0 1 0 0 NY CA X LEYDY ABREU 7046342917 228 PARK AVE S PMB 32482 NEW YORK NY 10003 NATALIE FOSTER PRESIDENT 4.00 36.00 X X 35853 262918 23000 CHRISTOPHER HUGHES CHAIR 1.00 1.00 X X 0 0 0 DORIAN WARREN SECRETARY 1.00 1.00 X X 0 0 0 FELICIA WONG TREASURER 1.00 1.00 X X 0 0 0 AISHA NYANDORO DIRECTOR 1.00 1.00 X 0 0 0 BEN CHIN DIRECTOR 1.00 X 0 0 0 SABEEL RAHMAN DIRECTOR 1.00 X 0 0 0 TAYLOR JO ISENBERG EXECUTIVE DIRECTOR 4.00 36.00 X 45259 206182 23015 ADAM RUBEN VICE PRESIDENT CAMPAIGNS & POLITICAL STRATEGY 4.00 36.00 X 164135 134293 12 ANNA C AURILIO SENIOR DIRECTOR OF CAMPAIGNS 4.00 36.00 X 79641 119461 35527 TERESA OLLE DIRECTOR OF ECONOMIC SECURITY CA 4.00 36.00 X 107602 71734 30777 HARISH PATEL VICE PRESIDENT BUILD THE FIELD 4.00 36.00 X 11872 186000 15097 CHRISTINE BLITZ VP OF COMMUNICATIONS & EXTERNAL AFFAIRS 4.00 36.00 X 40491 172619 23000 484853 1153207 150428 2 0 1 0 BERNI CONSULTING LLC 900 CAMP STREET SUITE 346 NEW ORLEANS LA 70130 PUBLIC AFFAIRS 240000 VU ROOFTOP 133 E CERMAK ROAD CHICAGO IL 60616 EVENT & CATERING 122898 2 4389893 229891 4389893 223534 223534 1766917 1781302 -14385 -14385 -14385 4599042 0 0 209149 X 984979 984979 88012 69233 15625 3154 1177261 926076 208993 42192 32541 25598 5777 1166 94295 74176 16740 3379 64184 50490 11394 2300 25852 7165 18687 46949 13011 33938 40000 40000 11710 11710 688304 623700 64604 134847 134847 132909 101411 31498 18012 14133 3879 22350 21789 561 17578 17578 DUES & SUBSCRIPTIONS 28175 908 27267 STATE & FEDERAL TAXES 350 350 3608308 3073383 478855 56070 789086 694612 888831 969243 32226 1000000 24000 4485 2026657 3280162 3760800 5948502 62954 80865 0 422500 15413 754681 78367 1258046 X 2869534 3611596 812899 1078860 3682433 4690456 3760800 5948502 990734 17289 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO RELATED PARTY 754681 754681 X 4604621 17289 17289 4587332 11710 11710 4599042 3596598 0 3596598 11710 11710 3608308 PART X, LINE 2: THE ORGANIZATION IS DESCRIBED IN SECTION 501(C)(4) OF THE CODE AND, ACCORDINGLY, IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISION OF SECTION 501(A) OF THE CODE. HOWEVER, CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSES ARE NOT EXEMPT AND ARE SUBJECT TO FEDERAL INCOME TAXES. THE ORGANIZATION RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO INCOME TAX MATTERS IN MANAGEMENT AND GENERAL. THE ORGANIZATION HAS NO UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2024 OR 2023. THE ORGANIZATION FILES AN EXEMPT ORGANIZATION RETURN IN THE U.S. FEDERAL JURISDICTION. 1 ECONOMIC SECURITY PROJECT INC 228 PARK AVENUE S PMB 32482 NEW YORK NY 10003 853888872 501(C)(3) 482279 0 GENERAL SUPPORT P STREET PROJECT 1629 K STREET NW SUITE 300 WASHINGTON DC 20006 273204744 501(C)(4) 80000 0 GENERAL SUPPORT FREEDOM VIRGINIA INC PO BOX 10102 NORFOLK VA 23513 851257540 501(C)(4) 70000 0 GENERAL SUPPORT THE NEW YORK IMMIGRATION COALITION 131 W 33RD STREET SUITE 610 NEW YORK NY 10001 133573409 501(C)(3) 90000 0 GENERAL SUPPORT MECEP ACTION PO BOX 437 AUGUSTA ME 04332 851999247 501(C)(4) 65000 0 GENERAL SUPPORT THE WASHINGTON STATE BUDGET & POLICY CENTER 509 OLIVE WAY SUITE 833 SEATTLE WA 98101 721612982 501(C)(3) 50000 0 GENERAL SUPPORT PENNSYLVANIA POLICY CENTER 922 N 3RD STREET HARRISBURG PA 17102 922499848 501(C)(3) 45000 0 GENERAL SUPPORT NEW JERSEY POLICY PERSPECTIVE INC 41 W STATE STREET 2R TRENTON NJ 08608 223492715 501(C)(3) 25000 0 GENERAL SUPPORT CASH CAMPAIGN OF MARYLAND 575 S CHARLES STREET SUITE 500 BALTIMORE MD 21201 814607977 501(C)(3) 25000 0 GENERAL SUPPORT MOMSRISING TOGETHER 12011 BEL-RED ROAD SUITE 100A BELLEVUE WA 98005 204448446 501(C)(4) 25000 0 GENERAL SUPPORT OREGON CENTER FOR PUBLIC POLICY 6420 S MACADAM AVENUE SUITE 200 PORTLAND OR 97239 931186075 501(C)(3) 15000 0 GENERAL SUPPORT MASSACHUSETTS BUDGET & POLICY CENTER INC 1 STATE STREET SUITE 1250 BOSTON MA 02109 042967537 501(C)(3) 7700 0 GENERAL SUPPORT 8 4 PART I, LINE 2: ESPA MAINTAINS ONGOING ENGAGEMENTS WITH ITS GRANTEES AND RECEIVES PROGRAMMATIC AND FISCAL UPDATES. GRANTEES ARE REQUIRED TO ALERT ESP OF ANY RELEVANT PENDING ISSUES, DEVIATION FROM PROGRAM OBJECTIVES AND THEIR APPROVED BUDGETS. WITHIN ONE-TO TWO MONTHS (DEPENDING ON ORGANIZATIONAL TIMELINES) OF THE CONCLUSION OF THE AWARD, ESP COLLECTS A FINANCIAL AND NARRATIVE REPORT FROM GRANTEES THROUGH OUR GRANTS PORTAL, WHICH DOCUMENT THE GRANT'S ACCOMPLISHMENTS AND USE OF FUNDS. 0 0 0 0 0 0 0 0 0 NATALIE FOSTER PRESIDENT 35853 262918 0 0 0 0 2760 20240 0 0 38613 283158 0 0 ADAM RUBEN VICE PRESIDENT CAMPAIGNS & POLITICAL STRATEGY 164135 134293 0 0 0 0 0 0 7 5 164142 134298 0 0 TAYLOR JO ISENBERG EXECUTIVE DIRECTOR 45259 206182 0 0 0 0 4140 18860 0 15 49399 225057 0 0 CHRISTINE BLITZ VP OF COMMUNICATIONS & EXTERNAL AFFAIRS 40491 172619 0 0 0 0 4370 18630 0 0 44861 191249 0 0 ANNA C AURILIO SENIOR DIRECTOR OF CAMPAIGNS 79641 119461 0 0 0 0 12200 18300 2011 3016 93852 140777 0 0 HARISH PATEL VICE PRESIDENT BUILD THE FIELD 11872 186000 0 0 0 0 905 14180 1 11 12778 200191 0 0 TERESA OLLE DIRECTOR OF ECONOMIC SECURITY CA 107602 71734 0 0 0 0 18300 12200 166 111 126068 84045 0 0 PART I, LINE 3: ESPA INC RELIES ON A RELATED ORGANIZATION, ESP INC., TO DETERMINE COMPENSATION OF ITS OFFICERS. THE FOLLOWING METHODS WERE USED TO DETERMINE COMPENSATION: COMPENSATION SURVEY AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. X 10 229891 FAIR MARKET VALUE 0 0 0 0 PART I, COLUMN (B): THE AMOUNT IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION A, LINE 6 THE DIRECTORS OF THE ORGANIZATION ARE ITS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS ELECT THEIR SUCCESSORS AT THE ANNUAL MEETING OF THE BOARD OF DIRECTORS THROUGH A MAJORITY VOTE. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS HAVE THE SOLE AUTHORITY TO APPOINT, AND REMOVE WITHOUT CAUSE, OFFICERS AND KEY PERSONNEL, APPROVE CHANGES TO THE MISSION OR PURPOSES OF THE CORPORATION, APPROVE AMENDMENT TO THE CORPORATION'S CERTIFICATE OF INCORPORATION AND BYLAWS, APPROVE ANY MERGER, CONSOLIDATION, MEMBERSHIP EXCHANGE, CONVERSION, DOMESTICATION, DISSOLUTION, OR OTHER CHANGE TO THE STRUCTURE OF THE CORPORATION. THEY ALSO HAVE THE SOLE AUTHORITY TO APPROVE THE TRANSFER OR SALE OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION, APPROVE THE ANNUAL BUDGET OF THE CORPORATION, APPROVE THE INCURRENCE OF ANY INDEBTEDNESS BY THE CORPORATION OUTSIDE THE ORDINARY COURSE OF BUSINESS, APPROVE RETAINING LEGAL COUNSEL AND FILING SUIT AGAINST THE GOVERNMENT OR SPECIFIED THIRD PARTIES. LASTLY, THEY HAVE THE SOLE AUTHORITY TO APPROVE CONFLICT OF INTEREST TRANSACTIONS BETWEEN THE CORPORATION AND A DIRECTOR OR OFFICER AND APPROVE ANY KEY DECISIONS OR CONTRACTUAL ARRANGEMENTS THAT MAY AFFECT THE REPUTATION OR VIABILITY OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DID NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY OUTSIDE ACCOUNTANTS AND REVIEWED BY THE EXECUTIVE DIRECTOR, THE BOARD CHAIR, AND THE TREASURER. THE FINAL COPY OF THE RETURN WAS PROVIDED TO THE BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT-OF-INTEREST POLICY COVERS MEMBERS, DIRECTORS, OFFICERS, AND KEY EMPLOYEES OF THE CORPORATION ("COVERED PERSONS"). A COPY OF THE CONFLICT-OF-INTEREST POLICY MUST BE FURNISHED ANNUALLY TO EACH COVERED PERSON. EACH COVERED PERSON ANNUALLY SIGNS A STATEMENT THAT AFFIRMS THAT HE OR SHE HAS RECEIVED A COPY OF THIS POLICY, HAS READ AND UNDERSTANDS THE POLICY, AND HAS AGREED TO COMPLY WITH THIS POLICY. COVERED PERSONS MUST ANNUALLY FILE A STATEMENT WITH THE BOARD OF DIRECTORS THAT LISTS ANY OUTSIDE EMPLOYMENT OR CONSULTING WORK OR ANY BOARD MEMBERSHIP OR AFFILIATION WITH OTHER ORGANIZATIONS THAT COULD CONSTITUTE A CONFLICT, ALONG WITH A LISTING OF SIGNIFICANT INVESTMENTS OWNED AS DEFINED IN THE POLICY. ALL MATERIAL FACTS CONCERNING ANY SITUATION THAT MIGHT BE VIEWED AS A CONFLICT IS DISCLOSED TO THE BOARD OF DIRECTORS BY THE COVERED PERSON CONCERNED. NO COVERED PERSON MAY BE PRESENT FOR A VOTE BY THE BOARD OF DIRECTORS ON ANY DECISION OR ACTION BY THE CORPORATION THAT WOULD DIRECTLY OR INDIRECTLY BENEFIT THAT PERSON, ALTHOUGH THAT PERSON MAY ANSWER QUESTIONS OR RESPOND TO REQUESTS FOR FACTUAL INFORMATION NEEDED FOR THE BOARD TO MAKE AN INFORMED DECISION. THE BOARD MAY NOT APPROVE ANY TRANSACTION IN WHICH A COVERED PERSON HAS A MATERIAL FINANCIAL INTEREST. THE MINUTES OF ANY BOARD MEETING AT WHICH DISCUSSIONS OF POTENTIAL CONFLICTED TRANSACTIONS TAKE PLACE REFLECT IN DETAIL THE DELIBERATIONS AND VOTING PROCESS RELATED TO SUCH TRANSACTIONS. FORM 990, PART VI, SECTION B, LINE 15A ECONOMIC SECURITY PROJECT ACTION ( ESPA) INC RELIES ON A RELATED ORGANI ZATION, ECONOMIC SECURITY PROJECT ( ESP) INC TO DETERMINE COMPENSATION OF ITS OFFICERS. ESP CONDUCTS EXTERNAL BENCHMARKING TO INFORM THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND PRESIDENT. COMPENSATION PACKAGES FOR THE EXECUTIVE DIRECTOR AND PRESIDENT ARE REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. FINAL COMPENSATION IS BASED ON COMPENSATION HISTORY, COMPARABLE SALARIES, LEVEL OF RESPONSIBILITY AND PERFORMANCE. THE PROCESS WAS LAST COMPLETED IN MARCH 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST WHEN REQUIRED BY FEDERAL OR STATE LAW. FORM 990, PART IX, LINE 11G CONTRACTED SEVICES: PROGRAM SERVICE EXPENSES 623,700. MANAGEMENT AND GENERAL EXPENSES 64,604. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 688,304. ECONOMIC SECURITY PROJECT INC 228 PARK AVENUE S PMB 32482 NEW YORK NY 10003 853888872 RESEARCH DE 501(C)(3) LINE 7 ECONOMIC SECURITY PROJECT ACTION INC 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 ECONOMIC SECURITY PROJECT INC O 1456293 ACTUAL ECONOMIC SECURITY PROJECT INC B 482279 ACTUAL