2018-01-29T16:54:30-06:00 2017-09-30 521711839 COUNCILOR BUCHANAN & MITCHELL PC 7910 WOODMONT AVE STE 500 BETHESDA MD 20814 990 2016-10-01 470865426 NUMBERSUSA EDUCATION & RESEARCH FOUNDATION NUMB 7038168820 1400 CRYSTAL DRIVE NO 240 ARLINGTON VA 22202 ROY H BECK PRESIDENT 7038168820 2018-01-25 1 HOLLY CAPORALE P00235685 3019860600 2018-01-25 216.57.151.74 2018-01-25 17:51:41 ES P 9DA9E032E2726541C57C2F3CF24CE640EC589F41 4A0634A1E572DBB548344600A8E31F3B2407D0B0 2016 2021-01-29 14:40:06Z ROY H BECK 1400 CRYSTAL DRIVE NO 240 ARLINGTON VA 22202 11796352 0 X WWW.NUMBERSUSA.ORG X 1996 VA NUMBERSUSA EDUCATION & RESEARCH FOUNDATION PROVIDES A CIVIL FORUM FOR AMERICANS OF ALL POLITICAL AND ETHNIC BACKGROUNDS TO FOCUS ON A SINGLE ISSUE, THE NUMERICAL LEVEL OF U.S. IMMIGRATION. WE EDUCATE OPINION LEADERS, POLICYMAKERS AND THE PUBLIC ON IMMIGRATION LEGISLATION, POLICIES AND THEIR CONSEQUENCES. WE FAVOR REDUCTIONS IN IMMIGRATION NUMBERS TOWARD TRADITIONAL LEVELS THAT WOULD ALLOW PRESENT AND FUTURE AMERICANS TO ENJOY A STABILIZING U.S. POPULATION AND HIGH DEGREE OF INDIVIDUAL LIBERTY, MOBILITY, ENVIRONMENTAL QUALITY, WORKER FAIRNESS AND FISCAL RESPONSIBILITY. 7 6 35 0 0 0 10207829 7035460 0 0 115217 457095 0 0 10323046 7492555 650000 425000 0 0 2450266 2579983 0 0 173048 8183959 3618350 11284225 6623333 -961179 869222 11086315 12296387 2118730 1927247 8967585 10369140 X NUMBERSUSA EDUCATION & RESEARCH FOUNDATION PROVIDES A CIVIL FORUM FOR AMERICANS OF ALL POLITICAL AND ETHNIC BACKGROUNDS TO FOCUS ON A SINGLE ISSUE, THE NUMERICAL LEVEL OF U.S. IMMIGRATION. WE EDUCATE OPINION LEADERS, POLICYMAKERS AND THE PUBLIC ON IMMIGRATION LEGISLATION, POLICIES AND THEIR CONSEQUENCES. WE FAVOR REDUCTIONS IN IMMIGRATION NUMBERS TOWARD TRADITIONAL LEVELS THAT WOULD ALLOW PRESENT AND FUTURE GENERATIONS OF AMERICANS TO ENJOY A STABILIZING U.S. POPULATION AND HIGH DEGREE OF INDIVIDUAL LIBERTY, MOBILITY, ENVIRONMENTAL QUALITY, WORKER FAIRNESS AND FISCAL RESPONSIBILITY. 0 0 2543885 170000 LABOR-FORCE COMPETITION, UNEMPLOYMENT, WAGE DEPRESSION AND INCOME INEQUALITY: PUBLIC EDUCATION ON THE ROLE OF U.S. IMMIGRATION POLICY IN DEPRESSING WAGES, DECREASING WORKFORCE PARTICIPATION, WORSENING WORKING CONDITIONS, WIDENING ECONOMIC DISPARITY AND REDUCING EDUCATIONAL QUALITY, PARTICULARLY FOR THE MOST VULNERABLE AMERICAN WORKERS AND CHILDREN. ALSO EDUCATION ON THE ROLE OF IMMIGRATION -- BOTH LEGAL AND ILLEGAL -- IN DEPRESSING TECHNICAL AND MANAGERIAL INNOVATIONS. EDUCATIONAL EFFORTS INCLUDE TV, RADIO, INTERNET AND PRINT MEDIA INTERVIEWS AND MESSAGING, FOCUSING ON THE PLIGHT OF UNEMPLOYED AND UNDEREMPLOYED AMERICANS; AND WRITINGS AND PAPERS ON THE TOPIC MADE AVAILABLE TO MORE THAN 8 MILLION ONLINE PARTICIPANTS AND THE PUBLIC VIA PRESS RELEASES, EMAILS, SOCIAL MEDIA, WEBSITE POSTINGS, PRESENTATIONS AT UNIVERSITIES AND CIVIC ORGANIZATIONS. 1909468 212500 RESEARCH AND EDUCATION ON IMMIGRATION LEGISLATION AND ENFORCEMENT: ANALYSIS OF FEDERAL AND STATE IMMIGRATION LEGISLATION WITH PARTICULAR FOCUS ON NUMERICAL IMPACT OF PROPOSED LEGISLATION (ON BOTH LEGAL AND ILLEGAL IMMIGRATION LEVELS). EDUCATING THE PUBLIC, STUDENTS, PUBLIC OFFICIALS, NEWS MEDIA AND NON-GOVERNMENT ORGANIZATIONS ON FINDINGS OF RESEARCH. 1518438 42500 U.S. POPULATION GROWTH, RURAL LAND LOSS AND THE AMERICAN QUALITY OF LIFE: RESEARCH AND PUBLIC EDUCATION ABOUT THE SIZE OF AND COMPONENTS OF U.S. POPULATION GROWTH, PROJECTIONS FOR THE FUTURE, AND IMPLICATIONS, PARTICULARLY ON FARMLAND, NATURAL HABITAT, SEPARATE IDENTITIES OF LOCAL COMMUNITIES AND THE QUALITY OF LIFE OF AMERICAN INDIVIDUALS AND COMMUNITIES AND ON THE COUNTRY'S ECO-SYSTEMS. INTERACTIVE WEB-BASED TOOLS, PUBLICATIONS, VIDEOS, INTERNET PRESENTATIONS ARE AVAILABLE TO THE PUBLIC, USED BY MORE THAN 8 MILLION ONLINE PARTICIPANTS IN ALL 50 STATES AND ALL 3,141 COUNTIES, INCLUDING EDUCATIONAL USES IN COLLEGES, CIVIC AND RELIGIOUS ORGANIZATIONS AND NEWS MEDIA. STAFF EDUCATES THE PUBLIC THROUGH APPEARANCES AT ACADEMIC CONFERENCES, UNIVERSITY CLASSES, CIVIC EVENTS AND ON NATIONAL, REGIONAL AND LOCAL TV, RADIO, WEBCASTS, SOCIAL MEDIA, NEWSPAPERS, BLOGS, JOURNALS. 5971791 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 1 0 1 21 0 1 35 1 0 0 0 0 0 0 0 0 0 0 X 7 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK CT FL IL MD AZ NH NJ OR PA UT VA WA WV WI CO GA MO OH X X X PATTI BROWN 7038168820 1400 CRYSTAL DRIVE SUITE 240 ARLINGTON VA 22202 GARY GERST CHAIRMAN 2.00 X X 0 0 0 DON WEEDEN DIRECTOR 1.00 X X 0 0 0 STUART SCOTT DIRECTOR 1.00 X 0 0 0 LAURA GUTMAN DIRECTOR 1.00 X 0 0 0 FRANK WYLIE DIRECTOR 1.00 X 0 0 0 PHILIP CAFARO DIRECTOR 1.00 X 0 0 0 ROY BECK PRESIDENT 36.00 4.00 X X 236386 26265 75464 ANNE MANETAS VP, SECRETARY, DEPUTY DIRECTOR 33.25 1.75 X 106693 5615 8048 PATRICIA BROWN TREASURER, COMPTROLLER 36.00 4.00 X 92736 10304 10876 ROSEMARY JENKS VP GOVERNMENT RELATIONS 38.00 2.00 X 226160 11903 24733 JAMES S ROBB VP OPERATIONS 38.00 2.00 X 148089 7794 32024 CHRISTOPHER CHMIELENSKI DIRECTOR - CONTENT & ACTIV 34.00 6.00 X 113181 19973 17391 JOSH TURCOTTE DIRECTOR OF TECHNOLOGY 36.00 4.00 X 109183 12131 17742 1032428 93985 186278 6 0 1 0 CREATIVE RESPONSE CONCEPTS 2760 EISENHOWER AVE 4TH FLOOR ALEXANDRIA VA 22314 PUBLIC RELATIONS 307990 KEYBRIDGE COMMUNICATIONS 1722A WISCONSIN AVE NW STE 21 WASHINGTON DC 20007 WRITERS 113000 2 7035460 7035460 213871 213871 4547021 4303797 243224 243224 243224 7492555 0 0 457095 X 425000 425000 669302 423161 209991 36150 1526818 1377233 73686 75899 69414 60593 4201 4620 176832 152756 13562 10514 137617 112599 18065 6953 4519 2475 2044 20194 20194 812038 784929 26259 850 1956341 1954232 4 2105 78732 59691 15992 3049 150102 133795 7132 9175 178514 166150 7065 5299 81804 71227 9285 1292 17368 17368 85399 76859 4270 4270 23664 23664 OUTSIDE LABOR 98162 95890 1136 1136 DUES & SUBSCRIPTIONS 58183 48208 1193 8782 INVESTMENT FEES 22019 22019 31311 29468 933 910 6623333 5971791 478494 173048 676070 1494208 26345 81176 73512 65166 807918 181603 423831 626315 9501303 8912718 385254 1116804 11086315 12296387 725818 680554 650000 425000 742912 821693 2118730 1927247 X 8479915 8311582 487670 2057558 8967585 10369140 11086315 12296387 869222 532333 0 X X 0 1 X 1 0 X 9693345 6285941 9296746 10207829 7035460 42519321 9693345 6285941 9296746 10207829 7035460 42519321 26796658 15722663 3991 22244 11653 62445 213871 314204 42833525 0.36710 0.34990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 112385 112385 337154 337154 449539 449539 6173794 6902839 6623333 7352378 481167 517619 120292 129405 0 0 0 0 396347 476243 714211 517619 2104420 3156630 367279 471360 668703 449539 1956881 99087 119061 178553 129405 526106 789159 91820 117840 167176 112385 489221 696785 130810 565975 68711 37068 31643 42422 13725 28697 626315 SECURITY DEPOSIT 24781 DUE FROM NUMBERSUSA ACTION 54264 DUE FROM NUMBERSUSA SUPPORT ORGANIZATION 729545 DEFERRED COMPENSATION INVESTMENT 308214 1116804 DEFERRED COMPENSATION 308214 DEFERRED RENT 513479 821693 X PART X, LINE 2: THE FOUNDATION REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE-LIKELY-THAN-NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE FOUNDATION DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE, OR REFLECT, ANY UNCERTAIN TAX POSITIONS. 1 NUMBERSUSA ACTION INC 1400 CRYSTAL DRIVE 240 ARLINGTON VA 22202 470865418 501(C)(4) 425000 LOBBYING 0 1 PART I, LINE 2: NUMBERSUSA EDUCATION AND RESEARCH FOUNDATION'S FINANCE COMMITTEE RECEIVES AN EXPENSE REPORT AND REVIEWS THE REPORT TO ENSURE THAT ALL FUNDS ARE BEING SPENT IN ACCORDANCE WITH THE TERMS OF THE GRANT. X X X 0 1 0 0 0 0 0 1 0 ROY BECK PRESIDENT 236386 26265 0 0 0 0 48275 1725 22917 2547 307578 30537 0 0 ROSEMARY JENKS VP GOVERNMENT RELATIONS 216660 11403 9500 500 0 0 16306 858 7191 378 249657 13139 0 0 JAMES S ROBB VP OPERATIONS 142389 7494 5700 300 0 0 11002 579 19421 1022 178512 9395 0 0 CHRISTOPHER CHMIELENSKI DIRECTOR - CONTENT & ACTIV 104681 18473 8500 1500 0 0 7851 1386 6931 1223 127963 22582 0 0 PART I, LINE 4B PRESIDENT PARTICIPATES IN A NON-QUALIFIED DEFERRED COMPENSATION PLAN. PART I, LINE 7 EMPLOYEES RECEIVE A BONUS BASED ON THEIR PERFORMANCE DURING THE YEAR. JEREMY BECK FAMILY MEMBER OF ROY BECK, PRESIDENT 77581 EMPLOYEE WHO SERVES AS THE DIRECTOR OF THE MEDIA STANDARDS PROJECT 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE COMPTROLLER AND EXECUTIVE DIRECTOR AND PROVIDED TO BOARD MEMBERS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS, EMPLOYEES AND DIRECTORS ARE REQUIRED TO SIGN AN ANNUAL CONFLICT OF INTEREST AGREEMENT. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS HAS A COMPENSATION COMMITTEE THAT VOTES ON RECOMMENDATIONS OF COMPENSATION FOR THE CEO AND KEY EMPLOYEES BASED ON REVIEWS OF PERFORMANCE, COMPARABILITY DATA AND PAST HISTORY. THESE RECOMMENDATIONS ARE LATER PRESENTED TO THE INDEPENDENT MEMBERS OF THE FULL BOARD OF DIRECTORS IN EXECUTIVE SESSION WHO MAKE ANY FINAL MODIFICATIONS AND GIVE FINAL APPROVAL. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION ALSO MAKES ITS STATEMENTS AVAILABLE ON GUIDESTAR, BBB WISE GIVING, AND CHARITY NAVIGATOR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G RESEARCH: PROGRAM SERVICE EXPENSES 73,463. MANAGEMENT AND GENERAL EXPENSES 2,458. FUNDRAISING EXPENSES 80. TOTAL EXPENSES 76,001. MEDIA RELATIONS: PROGRAM SERVICE EXPENSES 476,579. MANAGEMENT AND GENERAL EXPENSES 15,943. FUNDRAISING EXPENSES 516. TOTAL EXPENSES 493,038. MANAGEMENT TRAINING: PROGRAM SERVICE EXPENSES 27,065. MANAGEMENT AND GENERAL EXPENSES 905. FUNDRAISING EXPENSES 29. TOTAL EXPENSES 27,999. POLLING: PROGRAM SERVICE EXPENSES 123,727. MANAGEMENT AND GENERAL EXPENSES 4,139. FUNDRAISING EXPENSES 134. TOTAL EXPENSES 128,000. RESEARCH & EDUCATION: PROGRAM SERVICE EXPENSES 67,663. MANAGEMENT AND GENERAL EXPENSES 2,264. FUNDRAISING EXPENSES 73. TOTAL EXPENSES 70,000. ENVIRONMENTAL EDUCATION: PROGRAM SERVICE EXPENSES 16,432. MANAGEMENT AND GENERAL EXPENSES 550. FUNDRAISING EXPENSES 18. TOTAL EXPENSES 17,000. FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE OF THE BOARD ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS. NUMBERSUSA ACTION 1400 CRYSTAL DRIVE 240 ARLINGTON VA 22202 470865418 ADVOCATE FOR THE REDUCTION OF IMMIGRATION NUMBERS VA 501(C)(4) N/A 0 NUMBERSUSA SUPPORT ORGANIZATION 1400 CRYSTAL DRIVE 240 ARLINGTON VA 22202 821341354 SUPPORT ORGANIZATION DEDICATED TO PUBLIC EDUCATION OF IMMIGRATION LAW VA 501(C)(3) LINE 12A, I NUMBERSUSA EDUCATION & RESEARCH FOUNDATION 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 NUMBERSUSA ACTION O 207380 TIME SHEETS NUMBERSUSA ACTION Q 290441 OTHER EXPENSES, CASH REIMB. NUMBERSUSA ACTION B 425000 GRANT NUMBERSUSA SUPPORT ORGANIZATION Q 729545 OTHER EXPENSES, CASH REIMB. THE AFFILIATED GROUP MEMBER IS NUMBERSUSA SUPPORT ORGANIZATION (SUPPORT ORG), 1400 CRYSTAL DRIVE SUITE 240, ARLINGTON, VA 22202, EIN 82-1341354. THE SUPPORT ORG INCURRED ZERO LOBBYING EXPENSES IN 2016, ITS FIRST PERIOD OF OPERATIONS.