2017-10-24T07:18:53-05:00 2016-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 650N BETHESDA MD 208142930 990 2016-01-01 521905358 CENTER FOR DEMOCRACY AND TECHNOLOGY CENT 2026379800 1401 K STREET NW NO 200 WASHINGTON DC 20005 NUALA O'CONNOR PRESIDENT/CEO 2026379800 2017-10-24 1 JAMES LARSON CPA P01329561 3019519090 75.103.231.202 2017-10-24 08:16:47 ED P 24E2B1EDDFB7997E904F8C8AA54720A5F314F67A 19F0EB6F1A4A7FBDEDB900B1230FDEE7ECDF68EF 2016 2018-03-14 21:41:22Z NUALA O'CONNOR 1401 K STREET NW NO 200 WASHINGTON DC 20005 5239110 0 X WWW.CDT.ORG X 1994 DC SEE PART III, LINE 1. 10 9 28 16 0 0 4073093 4886927 0 0 1828 -16124 -100881 8106 3974040 4878909 0 0 0 0 3435146 3257769 236801 114247 450689 1430440 1879043 5102387 5251059 -1128347 -372150 2154822 2191011 294707 703046 1860115 1487965 X ADVOCATING FOR PUBLIC POLICIES THAT ADVANCE DEMOCRATIC VALUES IN THE DIGITAL AGE. 0 0 778402 PRIVACY & DATA:THE ROLE OF TECHNOLOGY IN OUR DAILY LIVES IS CHANGING RAPIDLY, AS IS ITS IMPACT ON INDIVIDUALS, COMMUNITIES, AND PUBLIC POLICY. CDT WORKS TO PROTECT INDIVIDUALS BY DEVELOPING PRIVACY STANDARDS AND SAFEGUARDS FOR DIGITAL INFORMATION AND DATA. WE IDENTIFY POLICY AND TECHNICAL SOLUTIONS FOR EMERGING ISSUES, AND ARE A CHAMPION FOR THE VOICE OF THE INDIVIDUAL IN UNREGULATED SPACES, BY CRAFTING AND IMPLEMENTING INNOVATIVE POLICY AND TECHNICAL SOLUTIONS. 889937 SECURITY & SURVEILLANCE:NEW TECHNOLOGIES HAVE GIVEN GOVERNMENTS UNPRECEDENTED MEANS TO ACCESS PERSONAL INFORMATION. IN ORDER TO ENSURE ALL PEOPLE CAN SEEK INFORMATION AND EXPRESS THEMSELVES FREELY, THERE MUST BE REASONABLE CHECKS AND BALANCES ON GOVERNMENTS' ABILITY TO ACCESS, COLLECT, AND STORE INDIVIDUALS' DATA. CDT ADVANCES THOUGHTFUL SOLUTIONS FOR GOVERNMENT SURVEILLANCE, CYBER SECURITY, AND OTHER ISSUES CONCERNING CIVIL LIBERTIES AND NEW TECHNOLOGIES. 511027 FREE EXPRESSION AND GLOBAL HUMAN RIGHTS:CDT WORKS TO EXTEND THE HIGHEST LEVEL OF FREE SPEECH PROTECTIONS TO THE INTERNET AND TO KEEP NEW TECHNOLOGIES FREE OF GOVERNMENT CENSORSHIP AND CONTENT GATEKEEPERS. OUR TEAM ADVANCES POLICIES AND TECHNOLOGIES THAT INCREASE A FREE AND OPEN INTERNET ON BOTH A DOMESTIC AND GLOBAL STAGE. 423356 ARCHITECTURE 370337 EU CONSULTANTS 346784 INTERNATIONAL HUMAN RIGHTS 331634 COMMUNICATIONS 197073 OPEN INTERNET 115426 COPYRIGHT 30607 DIGITAL FOURTH 21872 INEQUALITY 20438 EDUCATION FOUNDATION 14323 GLOBAL NETWORK INITIATIVE 11970 GENERAL AND OTHER 1993 HEALTH PRIVACY POLICY 1885813 4065179 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 16 0 1 28 1 0 0 0 0 0 1 1 0 0 0 0 X 10 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AK AZ AR CA CO CT FL GA HI IL KS KY MD MA MI MN MS NV NH NJ NM NY NC ND OK OR PA RI SC TN TX UT VA WA WV WI ME OH X X FRIEDMAN & ASSOCIATES PC 3012798900 401 N WASHINGTON STREET 920 ROCKVILLE MD 20850 NUALA O'CONNOR PRESIDENT & CEO 40.00 X X 369656 0 41466 DEIRDRE MULLIGAN CHAIR 0.50 X X 0 0 0 DOUG LOWENSTEIN TREASURER 0.50 X X 0 0 0 JULIE BRILL DIRECTOR 0.50 X 0 0 0 WILLIAM S BERNSTEIN DIRECTOR 0.50 X 0 0 0 CARL LANDWEHR DIRECTOR 0.50 X 0 0 0 ANDREW PINCUS DIRECTOR 0.50 X 0 0 0 ERIKA ROTTENBERG DIRECTOR 0.50 X 0 0 0 MARK SEIFERT DIRECTOR 0.50 X 0 0 0 DAVID VLADECK DIRECTOR 0.50 X 0 0 0 PORTIA WENZE-DANLEY COO 40.00 X 194270 0 32321 LISA HAYES VP OF PROGRAMS/STRATEGY 40.00 X 212438 0 12730 CHRISTOPHER CALABRESE VP OF POLICY 40.00 X 202742 0 37321 GREGORY NOJEIM SENIOR COUNSEL & POLICY DIRECTOR 40.00 X 184207 0 33177 BRIAN WESOLOWSKI COMM DIR/CHIEF OF STAFF 40.00 X 167746 0 15535 JOSEPH HALL CHIEF TECHNOLOGIST 40.00 X 161002 0 21308 1492061 0 193858 10 0 1 0 PRAETOR PUBLIC POLICY AVENUE PERE HILAIRE 2 1150 BRUSSELS BE POLICY ANALYSIS 244108 DAVIS WRIGHT TREMAINE LLP 1919 PENNSYLVANIA AVE NW WASHINGTON DC 20006 LEGAL 187093 COMMPOLI LIMITED WINDEN MILL LANE HEATH WEST SUSSEX UK RH17 6QU PROGRAM CONSULTANT 100359 2 659725 4227202 4886927 536 536 11519 0 11519 11519 11519 1004 17664 -16660 -16660 -16660 222500 659725 342537 -120037 -120037 MISCELLANEOUS 900099 77686 77686 ADMIN REIMBURSEMENTS 900099 38938 38938 116624 4878909 0 0 -8018 X 637713 308343 288259 41111 2190386 1867548 148347 174491 105125 95402 5929 3794 147290 125063 10854 11373 177255 139384 24016 13855 187462 168091 11768 7603 106582 106582 114247 114247 578423 570995 7428 100491 69685 20033 10773 27268 20946 4211 2111 614878 494285 79620 40973 99704 88280 8187 3237 27625 9219 2054 16352 87366 67768 12644 6954 15009 11678 2175 1156 BOOKS/DUES/SUBS. 32859 27687 2558 2614 CONTRIBUTIONS 1001 805 151 45 MISCELLANEOUS 375 375 5251059 4065179 735191 450689 100 243507 824881 774790 920000 674926 80355 79633 24487 67901 725826 420404 236399 305422 68600 44832 2154822 2191011 109707 127018 185000 80000 0 496028 294707 703046 X 559709 27435 1300406 1460530 1860115 1487965 2154822 2191011 -372150 0 X 0 1 X 1 0 X 4123309 3304255 4367118 4073093 4429595 20297370 4123309 3304255 4367118 4073093 4429595 20297370 6608733 13688637 52576 32120 31038 19068 12055 146857 53714 79084 76247 83876 116624 409545 20853772 0.65640 0.64080 X SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: CY PRES AWARD DATE: 08/12/16 AMOUNT: 408204. DESCRIPTION: CY PRES AWARD DATE: 10/19/16 AMOUNT: 31753. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1247 18729 19976 5231083 5251059 412553 103138 0 0 392699 402644 405119 412553 1613015 2419523 71256 52216 55454 19976 198902 98175 100661 101280 103138 403254 604881 10686 11206 2703 1247 25842 445700 316499 129201 280126 103905 176221 305422 DEFERRED RENT ABATEMENT 496028 496028 X 5238106 342537 342537 4895569 -16660 -16660 4878909 5610256 359197 359197 5251059 0 5251059 PART X, LINE 2: FOR THE YEAR ENDED DECEMBER 31, 2016, CDT HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES SHOWN AS EXPENSE ON THE FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON 342,537. FORM 990, PART VI, LINE 8B. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF EQUIPMENT REPORTED AS EXPENSE ON FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, LINE 7D -16,660. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES SHOWN AS EXPENSE ON THE FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON 342,537. FORM 990, PART VI, LINE 8B. LOSS ON DISPOSAL OF EQUIPMENT REPORTED AS EXPENSE ON FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, LINE 7D 16,660. EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 3 PROGRAM SERVICE ACTIVITIES MEETINGS, CONFERENCES, EU ACTIVITY 374347 0 3 0 0 0 3 374347 0 374347 0 0 0 0 0 0 X X X X 1 CALVO CONSULTING LLC 4044 CHANCERY CT NW WASHINGTON DC 20007 FUNDRAISING 0 0 31463 -31463 DARCY SCOTT MARTIN 554 OKLAHOMA AVE NE WASHINGTON DC 20002 FUNDRAISING 0 0 26800 -26800 RACHEL DELLON CONSULTING 7373 RIDGE AVE 239 PHILADELPHIA PA 19128 FUNDRAISING 0 0 50778 -50778 109041 -109041 AZ CA CT FL IL MD MA MS NH NY TX VA WA 2016 TECHPROM 882225 659725 222500 164710 96625 81202 882225 659725 222500 164710 96625 81202 342537 -120037 X X 0 0 0 0 0 0 0 1 0 NUALA O'CONNOR PRESIDENT & CEO 369656 0 0 0 0 0 22689 0 18777 0 411122 0 0 0 PORTIA WENZE-DANLEY COO 192748 0 1522 0 0 0 11628 0 20693 0 226591 0 0 0 LISA HAYES VP OF PROGRAMS/STRATEGY 210902 0 1536 0 0 0 12730 0 0 0 225168 0 0 0 CHRISTOPHER CALABRESE VP OF POLICY 201220 0 1522 0 0 0 12201 0 25120 0 240063 0 0 0 GREGORY NOJEIM SENIOR COUNSEL & POLICY DIRECTOR 182685 0 1522 0 0 0 11246 0 21931 0 217384 0 0 0 BRIAN WESOLOWSKI COMM DIR/CHIEF OF STAFF 166224 0 1522 0 0 0 9973 0 5562 0 183281 0 0 0 JOSEPH HALL CHIEF TECHNOLOGIST 159480 0 1522 0 0 0 9612 0 11696 0 182310 0 0 0 PART I, LINE 7 THE ORGANIZATION PROVIDED BONUS COMPENSATION TO THE FOLLOWING INDIVIDUALS WHO ARE REPORTED ON PART VII, SECTION A: LISA HAYES - $1,536 CHRISTOPHER CALABRESE - $1,522 PORTIA WENZE-DANLEY - $1,522 GREGORY NOJEIM - $1,522 BRIAN WESOLOWSKI - $1,522 JOSEPH HALL - $1,522 EMMA LIANSO - $1,522 FORM 990, PART VI, SECTION B, LINE 11B THE 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY THE PRESIDENT & CEO, VP FOR STRATEGY & GENERAL COUNSEL, CHIEF OF STAFF, AND THEN BOARD OF DIRECTORS. IT WAS THEN SUBSEQUENTLY FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, PRINCIPAL OFFICER, AND MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS ANNUALLY SIGNS A STATEMENT THAT AFFIRMS THAT SUCH PERSON: HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY; HAS READ AND UNDERSTANDS THE POLICY; HAS AGREED TO COMPLY WITH THE POLICY; UNDERSTANDS THAT THE CENTER FOR DEMOCRACY AND TECHNOLOGY IS A CHARITABLE ORGANIZATION AND THAT, IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES; AND AGREES TO DISCLOSE ANY RELATIONSHIPS, POSITIONS OR CIRCUMSTANCES WHICH MAY PRESENT OR CONTRIBUTE TO A CONFLICT OF INTEREST AS DEFINED IN THIS POLICY. IF THE BOARD OR COMMITTEE HAS A REASONABLE CAUSE TO BELIEVE THAT AN INTERESTED PERSON HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT TAKES APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION DECISIONS REGARDING THE CEO ARE REVIEWED AND VOTED ON BY THE BOARD OF DIRECTORS. THE BOARD USES COMPARABILITY DATA AND THE DECISIONS ARE DOCUMENTED. THE MOST RECENT REVIEW WAS COMPLETED IN DECEMBER 2016. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND ITS ANNUAL AUDITS AVAILABLE ON ITS WEBSITE AND UPON REQUEST. IN ADDITION, THE 990 IS ALSO AVAILABLE ON ITS WEBSITE AND UPON REQUEST. THE CONFLICT OF INTERST POLICY IS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION MAKES ITS ANNUAL AUDITS AVAILABLE ON ITS WEBSITE AND UPON REQUEST. IN ADDITION, THE 990 IS ALSO AVAILABLE ON ITS WEBSITE AND UPON REQUEST. AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. IT MAKES ITS ANNUAL AUDITS AVAILABLE ON ITS WEBSITE AND UPON REQUEST. FORM 990, PART IX, LINE 11G INTERNATIONAL PROGRAM WORK: PROGRAM SERVICE EXPENSES 359,354. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 359,354. U.S. PROGRAM WORK: PROGRAM SERVICE EXPENSES 211,392. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 211,392. SUPPLIER FEES: PROGRAM SERVICE EXPENSES 249. MANAGEMENT AND GENERAL EXPENSES 7,195. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,444. COMMUNICATIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 233. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 233.