2017-05-15T13:56:53-05:00 2016-12-31 420714325 RSM US LLP 9737 WASHINGTONIAN BLVD 400 GAITHERSBURG MD 208787340 990 2016-01-01 521081024 INDEPENDENT SECTOR INDE 2024676100 1602 L STREET NW NO 900 WASHINGTON DC 20036 CAROLYN MOLLEN VP, CFO 2024676100 2017-05-12 1 WILLIAM E TURCO CPA P00369217 3012963600 108.171.131.189 2017-05-12 11:09:03 ED P B807BA4C69A73CA6C24C1450FD5847F62F078646 C19F5D3F195EC13517A150B69ABBCB37DF598FBC 2016 2021-01-29 14:40:06Z DIANA AVIV 1602 L STREET NW NO 900 WASHINGTON DC 20036 9274074 0 X WWW.INDEPENDENTSECTOR.ORG X 1980 DC TO LEAD AND CATALYZE THE CHARITABLE COMMUNITY, (SEE SCHEDULE O) PARTNERING WITH GOVERNMENT, BUSINESS, AND INDIVIDUALS TO ADVANCE THE COMMON GOOD. 19 19 47 330 132836 0 8348560 5146702 794109 806106 279991 250470 389804 292407 9812464 6495685 0 0 0 0 5187013 6342120 134400 174720 1076841 4162013 3953018 9483426 10469858 329038 -3974173 43933869 39945204 13552822 13312880 30381047 26632324 X TO LEAD AND CATALYZE THE CHARITABLE COMMUNITY, PARTNERING WITH GOVERNMENT, BUSINESS, AND INDIVIDUALS TO ADVANCE THE COMMON GOOD. 0 0 2339266 PUBLIC POLICY - INDEPENDENT SECTOR (IS) PROVIDES LEADERSHIP FOR AND COLLABORATES WITH OUR MEMBER ORGANIZATIONS AND OTHER STAKEHOLDERS TO EDUCATE PUBLIC OFFICIALS ABOUT THE VALUE OF THE CHARITABLE COMMUNITY AND TO ADVOCATE FOR FEDERAL POLICIES AND REGULATIONS THAT ADVANCE THE ABILITY OF CHARITABLE AND PHILANTHROPIC ORGANIZATIONS TO SERVE THEIR COMMUNITIES. IN 2016, WE CONTINUED TO INFORM AND GALVANIZE OUR SECTOR ALLIES AROUND KEY ISSUES, EDUCATE LAWMAKERS ABOUT THE SECTOR'S ESSENTIAL ROLE IN SOCIETY AND IN THE NATIONAL ECONOMY, AND ADVOCATE FOR POLICIES THAT IMPROVE THE ABILITY OF NONPROFIT ORGANIZATIONS TO ACHIEVE THEIR MISSIONS. BASED ON FEEDBACK FROM OUR 2015 THREADS SERIES AND IN FULFILLMENT OF OUR NEW STRATEGIC VISION, WE ALSO SHIFTED TO A MORE PROACTIVE AGENDA TO ENGAGE IN THE 2016 ELECTIONS. WE BEGAN OUR 2016 ELECTION INITIATIVE IN JANUARY BY COMMISSIONING QUALITATIVE AND QUANTITATIVE RESEARCH OF AMERICAN VOTERS NATIONALLY AND IN KEY BATTLEGROUND STATES. THIS RESEARCH REVEALED THE DEEP BIPARTISAN SUPPORT ENJOYED BY THE SECTOR. DRAWING ON THIS RESEARCH, WE DEVELOPED KEY MESSAGE POINTS AND SEVERAL BROAD POLICY RECOMMENDATIONS THAT WE USED TO ENGAGE DIRECTLY WITH THE DEMOCRATIC AND REPUBLICAN 2016 PRESIDENTIAL CANDIDATES AND THEIR STAFFS THROUGHOUT THE ELECTION SEASON. THE DATA AND OUR MESSAGES WERE PUBLISHED IN OUR OCTOBER 2016 REPORT, UNITED FOR CHARITY.WE RESPONDED WITH OUR PARTNERS TO NEW POLICY CHALLENGES AS THEY AROSE, INCLUDING: LEADING A CAMPAIGN TO OPPOSE A PROPOSED IRS CHANGE TO GIFT SUBSTANTIATION RULES, WHICH THE IRS SUBSEQUENTLY WITHDREW ITS PROPOSED CHANGES; WORKING WITH THE DEPARTMENT OF LABOR TO CREATE NONPROFIT-SPECIFIC GUIDANCE FOR IMPLEMENTATION OF NEW OVERTIME REGULATIONS, INCLUDING WEBINARS HELD WITH DOL THAT WERE VIEWED BY OVER 6,000 NONPROFITS; AND PREPARING FOR COMPREHENSIVE TAX REFORM IN 2017 BY ENGAGING WITH OUR MEMBERS AND KEY TAX WRITING COMMITTEES TO EXPLORE OPPORTUNITIES FOR EXPANDING CHARITABLE GIVING INCENTIVES.IN ADDITION TO ENGAGING IN ADVOCACY ON BEHALF OF THE SECTOR, WE ALSO CONTINUED TO PROVIDE ORGANIZATIONS AND INDIVIDUALS WITH TOOLS AND STRATEGIES TO ENGAGE IN MORE EFFECTIVE ADVOCACY THEMSELVES. MORE THAN 100 ATTENDEES CONVENED AT OUR PUBLIC POLICY ACTION INSTITUTE, HELD IN CONJUNCTION WITH OUR ANNUAL CONFERENCE IN NOVEMBER 2016, TO LEARN ADVOCACY BEST PRACTICES AND DISCUSS HOW 2017 TAX REFORM EFFORTS MAY IMPACT NONPROFITS, SPECIFICALLY AROUND CHARITABLE GIVING, AS WELL AS THE IMPACT OF POLICY SUPPORTING THE 2020 CENSUS. PPAI ATTENDEES PUT THEIR NEW KNOWLEDGE TO WORK AT THE CONFERENCE, JOINING A DIVERSE COALITION OF MORE THAN 150 NONPROFIT LEADERS FOR CAPITOL HILL DAY TO EDUCATE LAWMAKERS DIRECTLY ON THE IMPACT THAT PUBLIC POLICY HAS ON THEIR ORGANIZATIONS' MISSIONS AND THE COLLECTIVE SUCCESS OF OUR SECTOR. OUR ROUTINE COALITION-BUILDING WORK CONTINUED TO INCLUDE MONTHLY LEGISLATIVE UPDATE CALLS, IN-PERSON D.C. ADVOCATES STRATEGY MEETINGS WITH CONGRESSIONAL STAFF, TAX REFORM STRATEGY GROUPS, AND PERIODIC POLICY ALERTS TO ADVANCE POLICIES CRITICAL TO THE WORK OF THE NONPROFIT SECTOR. 1591007 777312 NATIONAL CONFERENCE - THE INDEPENDENT SECTOR CONFERENCE PROVIDES THE PREMIER MEETING GROUND FOR LEADERS FROM THE NONPROFIT SECTOR AND PHILANTHROPIC SECTOR, BRINGING TOGETHER LEADERS FROM PUBLIC CHARITIES, FOUNDATIONS, CORPORATE GIVING PROGRAMS, AND ACADEMIA TO SHARE THEIR EXPERIENCES AND EXPERTISE TO DISCUSS AND ADDRESS CRITICAL ISSUES FACING OUR SECTOR, THE NATION AND THE WORLD. IN NOVEMBER, 2016, OVER 900 PEOPLE (INCLUDING OVER 75 ON SCHOLARSHIP) REGISTERED FOR OUR CONFERENCE FEATURING INTERACTIVE SESSIONS INFUSED WITH THE ARTS IN WASHINGTON, DC. ABOUT 265 PARTICIPATED IN OUR PUBLIC POLICY ACTION INSTITUTE AND NGEN PROGRAMMING (FOR NONPROFIT PROFESSIONALS UNDER 40) WHICH ARE IS' SIGNATURE PRE-CONFERENCE OFFERINGS. THE EXPERTISE AND VIBRANCY OF ALL OUR PARTICIPANTS PRODUCED A WORLD-CLASS EXCHANGE OF IDEAS. WITH OVER 200 SPEAKERS, THE MEETING FEATURED OVER 30 BREAKOUT SESSIONS AND INNOVATIVE FORMATS THAT HELPED PARTICIPANTS EXAMINE HOW TO CREATE SOLUTIONS, BUILD LASTING IMPACT AND TO IMAGINE AND CREATE BRIGHTER FUTURES FOR THEIR ORGANIZATIONS AND THE PEOPLE THEY SERVE. THE CONFERENCE OFFERS A C-SUITE TRACK FOR PROFESSIONALS DIRECTLY REPORTING TO THE CEO AND SPECIAL SESSIONS TARGETED FOR CEOS OR EXECUTIVE DIRECTORS WHO MADE UP 31% OF CONFERENCE REGISTRANTS. PLENARY SPEAKERS SPOKE ON THE FUTURE OF OUR DEMOCRACY AND TRENDS AFFECTING THE SECTOR AND SOCIETY. CONFERENCE ATTENDEES VIEW THE CONFERENCE AS A WAY TO EXPAND THEIR PROFESSIONAL NETWORK AS WELL AS TO GAIN NEW THINKING, SKILLS AND PRACTICES TO IMPROVE THEIR WORK. 1197282 20019 PROGRAMS AND PRACTICE (P&P) - IN 2016, INDEPENDENT SECTOR CONTINUED TO STRENGTHEN LEADERSHIP CAPACITY, TO PROMOTE GOOD GOVERNANCE, AND TO ADDRESS SIGNIFICANT ISSUES FACING THE CHARITABLE COMMUNITY. NGEN: IS BROADENED THE REACH AND EFFECTIVENESS OF 'NGEN: MOVING NONPROFIT LEADERS FROM NEXT TO NOW', A LEADERSHIP DEVELOPMENT PROGRAM THAT BUILDS THE CAPACITY OF NONPROFIT AND PHILANTHROPIC LEADERS AGE 40 AND UNDER TO HAVE SIGNIFICANT IMPACT ON SOCIETY'S TOUGHEST CHALLENGES. IS CONTINUED THE AMERICAN EXPRESS NGEN FELLOWS PROGRAM, A YEAR-LONG FELLOWSHIP FOR 12 DIVERSE EMERGING LEADERS FROM ACROSS THE SECTOR; A FELLOWS ALUMNI PROGRAM THAT HAS GROWN TO 84 FORMER FELLOWS; AND THE AMERICAN EXPRESS NGEN LEADERSHIP AWARD PROGRAM, WHICH RECOGNIZES ONE HIGHLY ACCOMPLISHED SECTOR LEADER WHO HAS ALREADY DEMONSTRATED SIGNIFICANT IMPACT IN ADDRESSING SOCIETY'S CRITICAL NEEDS. IS CONDUCTED FOUR NGEN COMMUNITY DIGITAL LEARNING EVENTS IN 2016. THE "NGEN EXPERIENCE" PRE-CONFERENCE PROGRAM AND NETWORKING OPPORTUNITIES ENGAGING MORE THAN 200 EMERGING LEADERS AT THE IS CONFERENCE. IS HOSTED NGEN NETWORKING RECEPTIONS AT THE YOUNG NONPROFIT PROFESSIONALS NETWORK AND EMERGING PRACTITIONERS IN PHILANTHROPY CONFERENCES, ENGAGING MORE THAN 250 EMERGING LEADERS. C-SUITE: IS CONTINUED THE C-SUITE LEADERSHIP PROGRAM, WHICH TARGETS SENIOR LEADERS WHO REPORT TO THE CEO. IN 2016, IS CO-HOSTED C-SUITE REGIONAL EVENTS IN COLORADO SPRINGS, CLEVELAND, AND SAN FRANCISCO, SERVING MORE THAN 100 SENIOR EXECUTIVES. IS CONDUCTED TWO C-SUITE DIGITAL LEARNING EVENTS, AND A C-SUITE TRACK AND NETWORKING RECEPTION AT THE IS CONFERENCE. ETHICS AND ACCOUNTABILITY: IN 2016, IS CONTINUED TO PROMOTE THE 'PRINCIPLES FOR GOOD GOVERNANCE AND ETHICAL PRACTICE'. SINCE ITS RELEASE IN FEBRUARY 2015, THE IS PRINCIPLES HAVE BEEN BROADLY DISSEMINATED ACROSS THE CHARITABLE SECTOR. IN 2016, THE PRINCIPLES WEBSITE LANDING PAGE (WWW.PRINCIPLESFORGOOD.COM) HAS AVERAGED NEARLY 3,500 PAGE VIEWS MONTHLY. IS BROUGHT THE PRINCIPLES TO NEW AUDIENCES THROUGH A SERIES OF ONLINE AND IN PERSON EDUCATIONAL EVENTS. IS PRESENTED A DIGITAL LEARNING EVENT ON ETHICS AND FUNDRAISING IN THE FACE OF CHANGING TECHNOLOGY IN JUNE 2016. IS STAFF ALSO SPOKE AT SEVEN SECTOR CONFERENCES IN 2016, INCLUDING THE AFP INTERNATIONAL FUNDRAISING CONFERENCE, THE COUNCIL ON FOUNDATIONS 2016 ANNUAL CONFERENCE, THE NAAG (NATIONAL ASSOCIATION OF ATTORNEYS GENERAL) / NASCO (NATIONAL ASSOCIATION OF STATE CHARITY OFFICIALS) CONFERENCE, AND THE GREATER WASHINGTON SOCIETY OF CPA'S NONPROFIT SYMPOSIUM.ADDITIONAL ISSUES FACING THE SECTOR: IN 2016, IS DEVELOPED NEW RESOURCES AND PUBLICATIONS RESPONDING TO FEEDBACK ABOUT CHALLENGES THAT CHARITABLE ORGANIZATIONS FACE IN MEETING THEIR MISSION. IS LAUNCHED ONLINE RESOURCE CENTERS THAT SHARE THE SECTOR'S BEST THINKING AND RESOURCES ON THREE CRITICAL SECTOR CHALLENGES: DIVERSITY, EQUITY, AND INCLUSION (DEI), NONPROFIT CAPITAL, AND CROSS SECTOR COLLABORATION. RESOURCES WERE CURATED IN PARTNERSHIP WITH ORGANIZATIONS WITH DEEP EXPERTISE IN EACH ISSUE AREA. IS ALSO EXPLORED ONE CRITICAL ISSUE IN-DEPTH: THE POWER DYNAMIC BETWEEN FUNDERS AND GRANTEES. IN FALL 2016, IS PUBLISHED A SERIES OF EIGHT CASE STUDIES - CALLED MODEL PARTNERSHIPS FOR IMPACT - THAT SHOWCASE A GRANTEE AND FUNDER PAIR WHO EXEMPLIFY HEALTHY RELATIONSHIPS AND ILLUMINATE THE PRACTICES AND BEHAVIORS THAT CONTRIBUTE TO A POSITIVE POWER DYNAMIC. IS ALSO USED A HUMAN-CENTERED DESIGN PROCESS TO DEVELOP PROTOTYPES FOR TOOLS TO HELP ORGANIZATIONS TO BUILD AND SUSTAIN HEALTHIER FUNDER-GRANTEE RELATIONSHIPS. THROUGH THE TOOL DESIGN PROCESS, IS LEARNED MANY IMPORTANT LESSONS ABOUT THE COMPLEXITIES OF THE POWER DYNAMIC, AND ULTIMATELY DECIDED NOT TO PURSUE DEVELOPMENT OF THE TOOL PROTOTYPES. IS SHARED LESSONS LEARNED THROUGH A BLOG SERIES, WRITTEN IN DECEMBER 2016. 581560 NETWORKS AND MEMBER ENGAGEMENT - THE IS MEMBERSHIP IS A LEADERSHIP NETWORK OF OVER 500 ORGANIZATIONS REPRESENTING A CROSS-SECTION OF THE CHARITABLE COMMUNITY INCLUDING LOCAL, REGIONAL AND NATIONAL PUBLIC CHARITIES, FOUNDATIONS, CORPORATE GIVING PROGRAMS, AND OTHER ORGANIZATIONS COMMITTED TO ADVANCING THE COMMON GOOD. WE ENGAGE MEMBERS OF DIFFERENT TYPES, SIZES, MISSION AREAS, AND GEOGRAPHIES, AND INVOLVE OUR MEMBERSHIP IN ALL OF OUR EFFORTS TO STRENGTHEN THE CHARITABLE COMMUNITY. THIS INCLUDES: DEVELOPING POLICY POSITIONS AND AMPLIFYING THE VOICE OF THE CHARITABLE COMMUNITY TO THE ADMINISTRATION AND LEGISLATORS, SUPPORTING AND DEVELOPING ESTABLISHED AND EMERGING LEADERS, AND PROMOTING GOOD GOVERNANCE STANDARDS. MEMBERS ARE INFORMED THROUGH OUR DAILY AND PERIODIC COMMUNICATIONS, AND THROUGH REPORTS ON RELEVANT TOPICS PROVIDING INSIGHT INTO THE FORCES SHAPING THE CHARITABLE COMMUNITY. MEMBERS ARE ENGAGED THROUGH COMMITTEES, ONLINE AND IN-PERSON EVENTS, AND AT OUR ANNUAL CONFERENCE WHERE THEY BRING THEIR THOUGHT LEADERSHIP AND EXPERTISE, AS WELL AS THEIR DESIRE TO FURTHER DEVELOP THEIR SKILLS AND KNOWLEDGE AND CONNECT WITH OTHER CHANGEMAKERS. DURING 2016, MUCH OF IS' PROGRAMS AND POLICY WORK WAS INFORMED BY INSIGHTS REVEALED THROUGH OUR THREADS COMMUNITY CONVERSATIONS INITIATIVE IN 2015. WE INTEGRATED MANY OF THESE INSIGHTS INTO A NEW STRATEGIC FRAMEWORK FOR INDEPENDENT SECTOR COMPRISED OF THREE SPECIFIC STRATEGIC DRIVERS - COMMUNITY BUILDER, SECTOR ENABLER, AND POLICY LEADER. WITH THESE DRIVING STRATEGIES, WE CAN DO BETTER AT DOING GOOD BY WORKING TOGETHER, HELP THE SECTOR TELL ITS STORY AND DEMONSTRATE ITS IMPACT, AND PLAY A POSITIVE AND PROACTIVE ROLE IN HELPING TO DEVELOP AND SUPPORT POLICIES THAT ADVANCE THE COMMON GOOD. 1108959 COMMUNICATIONS - INDEPENDENT SECTOR WORKS TO COMMUNICATE THE VALUE OF THE CHARITABLE COMMUNITY TO THE MEDIA, ELECTED OFFICIALS, THE PUBLIC, AND STAFF AT PUBLIC CHARITIES AND FOUNDATIONS WHILE EDUCATING ITS MEMBERSHIP AND AUDIENCES ACROSS THE SOCIAL GOOD SPACE ON EMERGING CHALLENGES, OPPORTUNITIES, AND TRENDS. IN 2016, COVERAGE OF IS ACTIVITIES APPEARED MORE THAN 1,000 TIMES IN NATIONAL OUTLETS INCLUDING FORBES, BLOOMBERG, REUTERS, US NEWS & WORLD REPORT, CHICAGO TRIBUNE, THE BOSTON GLOBE, AND HARVARD BUSINESS REVIEW. IS ALSO GARNERED VISIBILITY IN TRADE PUBLICATIONS SUCH AS THE CHRONICLE OF PHILANTHROPY, THE NONPROFIT TIMES, NONPROFIT QUARTERLY, AND STANFORD SOCIAL INNOVATION REVIEW. MEDIA REPRESENTATIVES LOOK TO IS FOR EXPERTISE ON VOLUNTEERING, ETHICS AND ACCOUNTABILITY, AND PUBLIC POLICY ISSUES, PARTICULARLY ON ISSUES OF TAX AND FISCAL POLICY AFFECTING THE CHARITABLE COMMUNITY. THE 33% INCREASE FROM 2015 WAS DUE TO THE ANNOUNCEMENT AND ONBOARDING OF OUR NEW CEO IN FEBRUARY AND JULY, RESPECTIVELY. VISIBILITY WAS ALSO BOLSTERED BY THE HIRE OF A NEW COO IN AUGUST.INDEPENDENT SECTOR CONTINUES TO SERVE AS A SOURCE OF BEST PRACTICES, STRATEGIES, AND EMERGENT TRENDS TO THE CHARITABLE COMMUNITY, AND A FORUM TO DISCUSS THEM. CEO DAN CARDINALI SPOKE AT MORE THAN 10 HIGH-VISIBILITY EVENTS BETWEEN JULY AND DECEMBER 2016. WE ARE ALSO CONTINUALLY IMPROVING OUR DIGITAL PRESENCE, USER EXPERIENCE, CIRCULATION OF KEY INFORMATION, AND OPPORTUNITIES FOR ENGAGEMENT. IN 2016, IS COMPLETED A REDESIGN OF ITS WEBSITE AND DIGITAL STRATEGY. THE FIRST TWO PHASES OF THE WEBSITE WERE COMPLETED IN 2015 AND THE WEBSITE LAUNCHED AT THE BEGINNING OF 2017. INDEPENDENT SECTOR'S COLLECTIVE SOCIAL AUDIENCE INCREASED BY NEARLY 4,000 IN 2016-CONCLUDING THE YEAR WITH 31,755 TWITTER FOLLOWERS, 8,178 FACEBOOK PAGE LIKES, AND 2,867 FOLLOWERS ON LINKEDIN. INDEPENDENT SECTOR ALSO CONTINUED ITS ONE-YEAR PILOT OF ISQ, A QUARTERLY MAGAZINE TELLING STORIES FROM AROUND THE CHARITABLE COMMUNITY. STORIES FROM THE THREE ISQ ISSUES PUBLISHED OVER THE COURSE OF 2016 ARE NOW FEATURED PROMINENTLY AS "STORIES FROM THE SECTOR" ON THE HOMEPAGE OF OUR REDESIGNED WEBSITE. 712310 LEADERSHIP FOR THE FUTURE - BUILDING ON EFFORTS FIRST INITIATED IN LATE 2013 AND CULMINATING WITH A BOARD APPROVED STRATEGIC FRAMEWORK IN APRIL OF 2016, INDEPENDENT SECTOR USED 2016 TO FURTHER REFINE AND EXECUTE ON PLANS TO IMPLEMENT THE BOARD-APPROVED STRATEGY. IS ALSO BROUGHT ON A NEW CEO IN 2016, AND A GOOD PORTION OF THE YEAR WAS DEDICATED ALLOWING THE SENIOR TEAM TO DETERMINE HOW BEST TO ADVANCE THE NEW STRATEGY AND IMBED IT IN THE PROGRAMMATIC ACTIVITIES OF THE ORGANIZATION. THE CORE STRATEGIC FRAMEWORK ARTICULATES THREE PRIMARY DRIVERS FOR THE ONGOING EFFORTS OF THE ORGANIZATION: -COMMUNITY BUILDER: IS WILL CONTINUE TO GATHER THE DIVERSE PLAYERS THAT MAKE UP THE SOCIAL SECTOR, USING SUCH OPPORTUNITIES TO BUILD RELATIONSHIPS, KNOWLEDGE, CONNECTION ACROSS SECTORS, AND ACTION-BASED LEARNING. WE ALSO AIM TO USE OUR CONVENING AS AN OPPORTUNITY TO BUILD THE COLLECTIVE VOICE AND CORE STORY OF OUR SECTOR AND ITS ROLE IN AMERICAN LIFE AND IMPACT ON CIVIL SOCIETY. - POLICY LEADER: IS WILL CONTINUE IN ITS FEDERAL POLICY EFFORTS, WORKING TO ENGAGE THE POLICY MAKING COMMUNITY IN WAYS THAT PROMOTE AND PROTECT THE ROLE OF THE SECTOR AND CREATE GREATER OPPORTUNITY FOR CROSS SECTOR COLLABORATION. IS WILL ALSO CONTINUE ITS WORK TO EMPOWER ORGANIZATIONS ACROSS THE SECTOR AS MORE EFFECTIVE POLICY ADVOCATES. - SECTOR ENABLER: IS WILL IDENTIFY A SMALL NUMBER OF ISSUE AREAS WHERE THERE ARE STRUCTURAL OR OTHER CHALLENGES THAT IMPEDE PROGRESS IN THE SECTOR, OR OPPORTUNITIES THAT OFFER THE POTENTIAL TO SCALE IMPACT. WE EXPECT A LIMITED NUMBER OF COLLABORATIVE "WORK STREAMS" WILL BE LAUNCHED IN 2017 TO PILOT NEW APPROACHES TO SOLVING THESE CHALLENGES OR LEVERAGING OPPORTUNITIES.DURING 2016, THE GOVERNANCE & SPECIAL PROJECTS (GSP) TEAM CONTINUED TO SUPPORT THE BOARD OF DIRECTORS' STRATEGIC LEADERSHIP AND OVERSIGHT OF THE ORGANIZATION. THE TEAM SUPPORTED THE EARLY-STAGE IMPLEMENTATION OF THE NEW STRATEGIC VISION, AND HELPED ENSURE THAT THE BOARD WAS APPROPRIATELY ENGAGED AND POSITIONED TO PLAY ITS VITAL LEADERSHIP ROLE RELATIVE TO SETTING THE ORGANIZATION'S PATH TO THE FUTURE. AS A LEADER AND CHAMPION ON BEHALF OF THE NONPROFIT AND PHILANTHROPIC SECTOR FOR MORE THAN 30 YEARS, INDEPENDENT SECTOR IS DEEPLY KNOWLEDGEABLE ABOUT THE CHARITABLE SECTOR, IS VIEWED WITH RESPECT AND CREDIBILITY, AND HAS A REPUTATION FOR RESPONSIVENESS, AGILITY, KNOWLEDGE, AND RELIABILITY. IS IS HIGHLY REGARDED FOR ITS ROLE AS A CONVENER IN BRINGING TOGETHER SECTOR LEADERS FROM A BROAD SPECTRUM OF GROUPS AROUND SALIENT ISSUES, AND IS RECOGNIZED AND VALUED FOR ITS PUBLIC POLICY WORK. AS THE SECTOR AND ITS LEADERS FACE INCREASINGLY COMPLEX CHALLENGES IN A CONSTANTLY SHIFTING ENVIRONMENT, IN 2016 IS LEVERAGED ITS ANNUAL BUSINESS MEETING TO UPDATE STAKEHOLDERS ON THE PROGRESS IS HAS MADE TO TAKE ITS NEW STRATEGY "OUT INTO THE WORLD" IN WAYS THAT ARE RESPONSIVE TO SECTOR NEEDS. THROUGH THE CONTINUED EXECUTION OF THE JOHN W. GARDNER LEADERSHIP AWARD PROGRAM, THE GOVERNANCE & SPECIAL PROJECTS TEAM CONTINUED TO STRENGTHEN IS'S COMMITMENT TO IDENTIFYING AND ACKNOWLEDGING OUTSTANDING SECTOR LEADERSHIP. IS'S RECOGNITION IN 2016 OF BRYAN STEVENSON, FOUNDER AND EXECUTIVE DIRECTOR, EQUAL JUSTICE INITIATIVE, ONCE AGAIN HIGHLIGHTED AN EXCEPTIONAL SECTOR LEADER WHOSE WORK HAS TRANSCENDED THEIR FIELD AND HAS CONTRIBUTED TO SOCIETY MORE BROADLY. IN CONFERRING THE AWARD, IS CONTINUED THE TRADITION OF HONORING AN INDIVIDUAL HELD UP AS A BEACON OF ACHIEVEMENT, DESERVING OF PUBLIC RECOGNITION, AND WORTHY OF CITATION AS A MODEL FOR OTHERS -- BOTH WITHIN AND OUTSIDE OF THE SECTOR -- TO EMULATE. 2402829 7530384 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 13 0 1 47 1 1 1 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 AZ CA CO CT DC FL GA HI IL KS KY MA MD ME MI MS MN NC NH NM NY OH OK PA RI SC TN UT VA WA WI AL X X CAROLYN MOLLEN 2024676100 1602 L STREET NW NO 900 WASHINGTON DC 20036 NEIL J NICOLL CHAIR, DIRECTOR 1.00 X X 0 0 0 STEVEN J MCCORMICK VICE-CHAIR, DIRECTOR 1.00 X X 0 0 0 SANDRA L VARGAS SECRETARY 1.00 X X 0 0 0 JIM GIBBONS TREASURER 1.00 X X 0 0 0 JEFFREY L BRADACH AT-LARGE 1.00 X 0 0 0 TERRY MAZANY AT-LARGE 1.00 X 0 0 0 BARBARA R ARNWINE DIRECTOR 1.00 X 0 0 0 FRED BLACKWELL DIRECTOR 1.00 X 0 0 0 KATHY CALVIN DIRECTOR 1.00 X 0 0 0 SONYA CAMPION DIRECTOR 1.00 X 0 0 0 ANTONY CHIANG DIRECTOR 1.00 X 0 0 0 RON KAGAN DIRECTOR 1.00 X 0 0 0 SARAH KASTELIC DIRECTOR 1.00 X 0 0 0 LARRY KRAMER DIRECTOR 1.00 X 0 0 0 ROBERT L LYNCH DIRECTOR 1.00 X 0 0 0 TIMOTHY J MCCLIMON DIRECTOR 1.00 X 0 0 0 DIANE MELLEY DIRECTOR 1.00 X 0 0 0 HENRY TIMMS DIRECTOR 1.00 X 0 0 0 DARREN WALKER DIRECTOR 1.00 X 0 0 0 ROBERT BRIGGS DIRECTOR UNTIL 11/2016 1.00 X 0 0 0 KYLE CALDWELL DIRECTOR UNTIL 11/2016 1.00 X 0 0 0 JULIE FLOCH DIRECTOR UNTIL 09/2016 1.00 X 0 0 0 BERNARD J MILANO DIRECTOR UNTIL 11/2016 1.00 X 0 0 0 PAUL SCHMITZ DIRECTOR UNTIL 11/2016 1.00 X 0 0 0 DANIEL J CARDINALI CEO 38.00 X 340614 0 3879 CLAIRE WELLINGTON ILT, SVP GOVERNANCE & SPECIAL PROJ 38.00 X 258829 0 44848 JEFFREY MOORE ILT, VP STRATEGY 38.00 X 234333 0 27722 CANDY HILL ILT, VP COMMUNICATIONS 38.00 X 274279 0 28536 CAROLYN MOLLEN VP, CFO 38.00 X 183691 0 6539 VICTOR REINOSO COO 38.00 X 90057 0 883 GEOFFREY PLAGUE VP, PUBLIC POLICY 38.00 X 217976 0 20558 AMANDA BROUN VP, PROGRAMS & PRACTICE 38.00 X 170733 0 39750 NADINE JALANDONI VP, CONVENINGS & KNOWLEDGE SHARING 38.00 X 171710 0 42802 DANIELLE MAXWELL DIRECTOR, TALENT & ADMINISTRATION 38.00 X 140452 0 18724 ROBERT BALTHASER VP 38.00 X 141262 0 5390 2223936 0 239631 20 0 1 0 THE SHERIDAN GROUP 1224 M STREET NW SUITE 300 WASHINGTON DC 20008 ELECTORAL CONSULTING 270168 OFFICE IT SOLUTIONS 3509 CONNECTICUT AVE NW 705 WASHINGTON DC 20008 TECHNOLOGY SERVICES 268241 WASHINGTON HILTON 1919 CONNECTICUT AVENUE WASHINGTON DC 20009 HOTEL SERVICES 246251 WASHINGTON COUNCIL E&Y 1001 PENNSYLVANIA AVE NW 601 WASHINGTON DC 20004 LEGAL CONSULTING 227500 VERBUM WORD GROUP 313 MILL STREET MILTON DE 19968 CONSULTING 188160 8 2062310 3084392 20230 5146702 CONFERENCE FEES 900004 786087 777312 8775 PUBLICATION SALES 900099 20019 20019 806106 143436 143436 36381 36381 1563514 1475423 88091 88091 38892 49199 1410000 1302966 107034 107034 107034 SUBLEASE INCOME 900099 110372 110372 PARKING SERVICES 812930 57563 57563 167935 6495685 797331 132836 418816 X 1508539 881269 490039 137231 3848616 2248313 1250198 350105 176294 102989 57268 16037 454734 265649 147718 41367 353937 206766 114974 32197 73936 73936 46803 46803 174720 174720 33357 33357 1449944 1029470 418497 1977 22531 22531 288145 134866 147625 5654 62888 31444 31444 1040360 617040 321146 102174 213525 189587 16795 7143 522712 464110 41115 17487 179736 179736 19081 19081 ALLOCATED OVERHEAD 0 1336350 -1527099 190749 10469858 7530384 1862633 1076841 1906562 619275 890939 646932 1852395 847204 98187 88805 56737 128834 37051333 8858647 28932149 28192686 9370017 8403509 826883 1017959 43933869 39945204 698840 1063708 6720 5850 10764364 10414671 1875000 1625000 207898 203651 13552822 13312880 X 27905023 25392623 2476024 1239701 30381047 26632324 43933869 39945204 -3974173 225450 0 X 0 1 X 1 0 X 13098977 6535206 7482486 8420635 5146702 40684006 13098977 6535206 7482486 8420635 5146702 40684006 6755890 33928116 720583 964742 1070771 1303958 1127031 5187085 45871091 3988078 0.73960 0.72960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 33216 33216 10436642 10469858 673493 168373 0 0 568668 561504 699667 673493 2503332 3754998 7966 7260 23762 33216 72204 142167 140376 174917 168373 625833 938750 6358065 416003 162060 6612008 4521437 1999216 -32393 130195 6358065 2500000 2000000 168829 147392 4521437 5000000 2500000 2500000 5000000 5000000 1.00000 0 0 5391820 5391820 26728691 5958270 20770421 2445030 1099713 1345317 2485792 1800664 685128 28192686 DEPOSITS HELD IN ESCROW 152524 DEFERRED RENT 51127 203651 X 8310495 225450 171500 396950 7913545 -1417860 -1417860 6495685 12059218 171500 1417860 1589360 10469858 0 10469858 PART V, LINE 4: THE UNRESTRICTED NET ASSETS OF INDEPENDENT SECTOR ARE REPORTED AS UNDESIGNATED AND BOARD DESIGNATED NET ASSETS. UNRESTRICTED NET ASSETS REPRESENT THE PORTION OF EXPENDABLE FUNDS THAT IS AVAILABLE TO SUPPORT THE OPERATIONS OF INDEPENDENT SECTOR, WHILE BOARD DESIGNATED NET ASSETS REPRESENT A PORTION OF UNRESTRICTED NET ASSETS FOR DESIGNATED PURPOSES AND CONSISTS OF A SHORT TERM BUILDING OPERATING FUND AND A LONG TERM RESERVE FUND WHICH WAS CREATED TO ESTABLISH A CORPUS FOR WHICH INVESTMENT INCOME WILL BE USED FOR GENERAL OPERATIONS. AS OF DECEMBER 31, 2016, BOARD DESIGNATED NET ASSETS INCLUDED $500,000 IN THE SHORT TERM BUILDING OPERATING FUND AND $6,112,008 IN THE LONG TERM RESERVE FUND. PART X, LINE 2: UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, INDEPENDENT SECTOR IS EXEMPT FROM THE PAYMENT OF INCOME TAXES ON INCOME OTHER THAN UNRELATED BUSINESS INCOME. FOR THE YEAR ENDED DECEMBER 31, 2016, NO PROVISION FOR INCOME TAXES WAS REQUIRED, AS INDEPENDENT SECTOR HAD NO UNRELATED BUSINESS TAX LIABILITY. LLC IS A SINGLE MEMBER LIMITED LIABILITY COMPANY THAT HAS ELECTED TO BE TREATED AS A DISREGARDED ENTITY. AS SUCH, LLC IS NOT SUBJECT TO FEDERAL INCOME TAX, BUT RATHER, ITS INCOME OR LOSS INURES TO INDEPENDENT SECTOR. LLC IS SUBJECT TO THE DISTRICT OF COLUMBIA BUSINESS FRANCHISE TAX. THERE WAS NO TAX PROVISION NECESSARY TO BE ACCRUED AS OF DECEMBER 31, 2016. THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES (FASB ASC TOPIC 740-10) ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE ORGANIZATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. GENERALLY, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2013. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED ON LINE 6B -1,475,423. PARKING SERVICE REVENUE REPORTED ON LINE 11 57,563. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED ON LINE 6B 1,475,423. PARKING SERVICE REVENUE REPORTED ON LINE 11 -57,563. X X X X 1 VERBUM 313 MILL ST MILTON DE 19968 LEAD THE 2016 NAT'L CONF. FUNDRAISING EFFORTS & PROVIDED GEN 0 0 174720 -174720 174720 -174720 AL AR CA CO CT DC FL GA HI IL KS KY MA MD ME MI MS MN NC NH NM NY OH OK PA RI SC TN UT VA WA WI X X X X X 0 0 0 0 0 0 0 1 0 DANIEL J CARDINALI CEO 324959 0 15000 0 655 0 0 0 4211 0 344825 0 0 0 CLAIRE WELLINGTON ILT, SVP GOVERNANCE & SPECIAL PROJ 237432 0 5000 0 16397 0 16155 0 31603 0 306587 0 13182 0 JEFFREY MOORE ILT, VP STRATEGY 213455 0 5000 0 15878 0 16222 0 14292 0 264847 0 13182 0 CANDY HILL ILT, VP COMMUNICATIONS 251485 0 5000 0 17794 0 0 0 32275 0 306554 0 13182 0 CAROLYN MOLLEN VP, CFO 168568 0 0 0 15123 0 0 0 8937 0 192628 0 8182 0 GEOFFREY PLAGUE VP, PUBLIC POLICY 182767 0 0 0 35209 0 12377 0 9079 0 239432 0 19091 0 AMANDA BROUN VP, PROGRAMS & PRACTICE 155158 0 0 0 15575 0 4919 0 36873 0 212525 0 8182 0 NADINE JALANDONI VP, CONVENINGS & KNOWLEDGE SHARING 156165 0 0 0 15545 0 17082 0 29484 0 218276 0 8182 0 DANIELLE MAXWELL DIRECTOR, TALENT & ADMINISTRATION 125356 0 0 0 15096 0 9755 0 10342 0 160549 0 8182 0 PART I, LINE 7 CLAIRE WELLINGTON, JEFF MOORE AND CINDY HILL WERE PAID BONUS DUE TO THE ILT-INTERIM LEADERSHIP TEAM AFTER DIANA AVIV, CEO LEFT THE ORGANIZATION. DANIEL J CARDINALI RECEIVED A BONUS AS PART OF THE CEO OFFER AND ACCEPTANCE PROCESS. A DISTRICT OF COLUMBIA 566001131 2013-06-04 11600000 TO REFINANCE PURCHASE OF HEADQUARTERS BUILDING 0 0 0 A 1185329 11600000 11600000 2013 1 0 1 1 A 1 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 0 0 1 0 0 0 0 0 A 1 FORM 990, PART VI, SECTION A, LINE 6 IS HAS MEMBERS THAT HELP SUPPORT THE MISSION OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THERE IS ONLY ONE CLASS OF VOTING MEMBERS. THE MEMBERSHIP HAVE THE AUTHORITY TO ELECT DIRECTORS OF THE ORGANIZATION OTHER THAN THE PRESIDENT. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERSHIP HAVE THE AUTHORITY TO APPROVE CHANGES IN THE ARTICLES OF INCORPORATION AND BY-LAWS, MEMBERSHIP DUES AND/OR DUES ASSESSMENT METHODOLOGY, MEMBERSHIP ELIGIBILITY CRITERIA, AFFIRM MAJOR POLICIES AND LEGISLATIVE ACTIONS BY THE BOARD, AS APPROPRIATE, AND ADOPT RESOLUTIONS ON NATIONAL ISSUES OF CONCERNS TO THE MEMBERSHIP, AS APPROPRIATE. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING, THE FORM 990 IS PRESENTED TO INDEPENDENT SECTOR'S AUDIT COMMITTEE FOR REVIEW. THE CHIEF FINANCIAL OFFICER ALSO REVIEWS THE FORM 990 IN DETAIL WITH THE PRESIDENT AND CHIEF EXECUTIVE OFFICER PRIOR TO OBTAINING THE CEO'S SIGNATURE ON THE DOCUMENT. THE FORM 990 IS ALSO PRESENTED TO THE FULL BOARD OF DIRECTORS FOR REVIEW IN ADVANCE OF FILING. IT IS DISTRIBUTED IN ADVANCE OF THE BOARD MEETING IN ORDER TO ENSURE THAT DIRECTORS HAVE THE OPPORTUNITY FOR A MEANINGFUL REVIEW AND TO ALLOW ALL DIRECTORS THE OPPORTUNITY TO GAIN A FULL UNDERSTANDING OF THE DOCUMENT BEFORE IT IS FILED. INDEPENDENT SECTOR'S AUDITORS PARTICIPATE IN THE BOARD MEETING IN ORDER TO RESPOND TO ANY QUESTIONS THAT DIRECTORS MAY HAVE. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR, BOARD MEMBERS ARE ASKED TO REVIEW INDEPENDENT SECTOR'S CONFLICT OF INTEREST POLICY AND TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT. AMONG OTHER THINGS, THE POLICY MAKES CLEAR THAT ALL DECISIONS OF THE BOARD, OFFICERS AND EMPLOYEES OF INDEPENDENT SECTOR ARE TO BE MADE SOLELY ON THE BASIS OF A DESIRE TO PROMOTE THE BEST INTERESTS OF THE ORGANIZATION AND THE PUBLIC GOOD. THE DISCLOSURE STATEMENT, IN TURN, REQUESTS THAT DIRECTORS IDENTIFY, TO THE BEST OF THEIR KNOWLEDGE, AFFILIATIONS WITH ORGANIZATIONS THAT MAYBE POTENTIALLY RELATED TO THE FINANCIAL OR OTHER SUBSTANTIVE OPERATIONS OF INDEPENDENT SECTOR. THEY ARE ALSO ASKED TO IDENTIFY CIRCUMSTANCES INVOLVING EITHER THEMSELVES, OR A MEMBER OF THEIR EXTENDED FAMILY, THAT MAYBE CONSTRUED AS A CONFLICT OF INTEREST. IF SUCH CIRCUMSTANCE SHOULD ARISE SUBSEQUENT TO SUBMITTING THE DISCLOSURE STATEMENT, THE POLICY SETS FORTH AN ONGOING DISCLOSURE REQUIREMENT. AT THE STAFF LEVEL, INDEPENDENT SECTOR PERSONNEL ALSO ENSURE THAT THERE ARE NO CONFLICTS OF INTEREST WHEN CONSIDERING ENGAGEMENT OF A NEW VENDOR. IF A POTENTIAL CONFLICT IS IDENTIFIED, APPROPRIATE STEPS ARE TAKEN BOTH TO ASSESS THE NATURE OF THE POTENTIAL CONFLICT AND, SUBSEQUENTLY, TO ENSURE THAT THE POSSIBILITY OF AN ACTUAL CONFLICT IS MITIGATED. SUCH MITIGATION MAY BE ACHIEVED THROUGH THE RECUSAL OR FIREWALLING OF THE INDIVIDUAL IN QUESTION, THUS ENSURING THAT THE CONFLICT IS MANAGED AND THE LETTER AND SPIRIT OF THE CONFLICTS POLICY ARE UPHELD. IN ADDITION, WE NOTE THAT DURING THE ANNUAL AUDIT STAFF IDENTIFY AND DISCLOSE TO AUDITORS ALL KNOWN CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A APART FROM THE ORGANIZATION'S PRESIDENT AND CHIEF EXECUTIVE OFFICER, INDEPENDENT SECTOR'S BOARD OFFICERS (CHAIR, VICE CHAIR, SECRETARY, AND TREASURER) DO NOT RECEIVE COMPENSATION FROM THE ORGANIZATION. AN ANNUAL COMPENSATION REVIEW PROCESS FOR THE CEO TAKES PLACE UNDER THE LEADERSHIP OF THE BOARD CHAIR AND EXECUTIVE COMMITTEE. AN OUTSIDE CONSULTANT IS RETAINED OR SALARY SURVEYS AND 990S ARE REVIEWED TO PROVIDE INDUSTRY COMPARABLE SALARY DATA. AN INTERMEDIATE SANCTIONS ANALYSIS AND RELATED DOCUMENTATION ARE ALSO COMPLETED. THE EXECUTIVE COMMITTEE HAS RESPONSIBILITY FOR MAKING FINAL RECOMMENDATIONS TO THE FULL BOARD OF DIRECTORS REGARDING THE PRESIDENT'S PERFORMANCE EVALUATION AND COMPENSATION. THE BOARD OF DIRECTORS MAKES A FINAL DETERMINATION WITH REGARD TO THESE MATTERS. WITH REGARD TO STAFF COMPENSATION, THE PRESIDENT AND CEO, VICE PRESIDENTS, AND APPROPRIATE STAFF MANAGERS ALSO COMPLETE ANNUAL PERFORMANCE EVALUATIONS. FOR ALL STAFF OTHER THAN THE PRESIDENT AND CEO, IS UTILIZES INDUSTRY COMPARABLE DATA IN MAKING DETERMINATIONS REGARDING THE RANGE OF SALARIES. THE PRESIDENT AND CEO MAKES ALL FINAL DETERMINATIONS RELATIVE TO STAFF COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 INDEPENDENT SECTOR'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC. THE ANNUAL AUDIT, 990 AND 990T, BOARD OF DIRECTORS LIST, AND IS POLICIES (CONFLICT OF INTEREST, FINANCIAL RESPONSIBILITY, GIFTS AND ENTERTAINMENT, RECORDS RETENTION AND TRAVEL) ARE ALL AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE (WWW.INDEPENDENTSECTOR.ORG). FORM 990, PART IX, LINE 11G TEMPORARY HELP: PROGRAM SERVICE EXPENSES 12,243. MANAGEMENT AND GENERAL EXPENSES 6,808. FUNDRAISING EXPENSES 1,907. TOTAL EXPENSES 20,958. INDEPENDENT CONTRACTOR: PROGRAM SERVICE EXPENSES 80,760. MANAGEMENT AND GENERAL EXPENSES 32,685. FUNDRAISING EXPENSES 6. TOTAL EXPENSES 113,451. CONSULTANT: PROGRAM SERVICE EXPENSES 769,200. MANAGEMENT AND GENERAL EXPENSES 311,308. FUNDRAISING EXPENSES 53. TOTAL EXPENSES 1,080,561. LEGISLATIVE ASSISANCE: PROGRAM SERVICE EXPENSES 149,489. MANAGEMENT AND GENERAL EXPENSES 60,501. FUNDRAISING EXPENSES 10. TOTAL EXPENSES 210,000. SPEAKERS, SERVICE BUREAUS, AND OTHER: PROGRAM SERVICE EXPENSES 17,778. MANAGEMENT AND GENERAL EXPENSES 7,195. FUNDRAISING EXPENSES 1. TOTAL EXPENSES 24,974. FORM 990, PAGE 6, PART VI, LINE 1 AND PAGE 7, PART VII, VOTING MEMBERS THE NUMBER OF VOTING MEMBERS SHOWN IN PART VI SECTION A LINE 1 DIFFERS FROM THE NUMBER OF DIRECTORS LISTED IN PART VII BECAUSE BOARD MEMBERS ARE INCLUDED IN PART VII IF THEY SERVED ON THE BOARD AT ANY TIME DURING 2016. INDEPENDENT SECTOR'S BOARD TERM BEGINS AT THE ANNUAL BUSINESS MEETING HELD DURING THE IS ANNUAL CONFERENCE IN THE FALL. 1620 IS LLC 1602 L STREET NW WASHINGTON DC 20036 543219877 BUILDING MANAGEMENT DC 2664014 38631319 INDEPENDENT SECTOR