2017-09-25T08:18:42-05:00 2016-12-31 521711839 COUNCILOR BUCHANAN & MITCHELL PC 7910 WOODMONT AVE STE 500 BETHESDA MD 20814 990 2016-01-01 133065716 PEOPLE FOR THE AMERICAN WAY FOUNDATION PEOP 2024674999 1101 15TH STREET NW NO 600 WASHINGTON DC 20005 MICHAEL KEEGAN PRESIDENT 2024674999 2017-09-20 1 MARK THOMAS P00362982 3019860600 2017-09-20 108.31.200.100 2017-09-20 11:17:25 ED P 3AADC836EAFDE3FF6E82720488D4A9A2BF0D4B47 FC65327BFF19308C4E0C07912726B4CE4564C9A5 2016 2021-01-29 14:40:06Z MICHAEL KEEGAN 1101 15TH STREET NW NO 600 WASHINGTON DC 20005 4759747 0 X WWW.PFAW.ORG X 1981 DE CONDUCTS RESEARCH, LEGAL AND EDUCATION WORK ON BEHALF OF FIRST AMENDMENT FREEDOMS AND DEMOCRATIC VALUES 27 26 59 0 0 0 5096579 4191431 0 0 28423 28617 2571 7812 5127573 4227860 10000 12087 0 0 2495062 2474246 96811 69929 760783 2253842 2333918 4855715 4890180 271858 -662320 9541101 9648433 1211935 1401714 8329166 8246719 X CONDUCTS RESEARCH, LEGAL AND EDUCATION WORK ON BEHALF OF FIRST AMENDMENT FREEDOMS AND DEMOCRATIC VALUES. 0 0 2405713 3410 LEADERSHIP DEVELOPMENT - DEVELOP AND PROVIDE STRATEGIC LONG-TERM LEADERSHIP DEVELOPMENT TRAINING THAT ENGAGES YOUTH AND TARGET CONSTITUENCIES TO DEVELOP AND SUPPORT THE NEXT GENERATION OF PROGRESSIVE LEADERS ON PROGRESSIVE POLICY ISSUES. 452081 3552 LEGAL AND PUBLIC POLICY - CONDUCT LITIGATION AND RESEARCH ANALYSIS TO PROMOTE AND DEFEND CONSTITUTIONAL LIBERTIES AS WELL AS PROVIDE EDUCATIONAL SUPPORT ON VARIOUS PUBLIC POLICY ISSUES WHICH ALSO SUPPORT CONSTITUTIONAL LIBERTIES. 476927 PUBLIC INFORMATION AND MEMBER/CIVIC ENGAGEMENT, - PROVIDES INFORMATION TO MEDIA, ACTIVISTS AND GENERAL PUBLIC EDUCATING THEM ABOUT ORGANIZATIONAL ISSUES, POSITIONS, ACTIVITIES AND PUBLICATIONS THROUGH EVENTS, MULTIMEDIA OUTREACH STRATEGIES, PRESS RELEASES, DISTRIBUTION OF OP-EDS AND EDITORIAL MEMORANDA. EDUCATE MEMBERS AND ACTIVISTS TO ENGAGE IN ORGANIZATIONAL CAMPAIGNS AT THE LOCAL, STATE AND NATIONAL LEVELS. 316832 5125 PROGRAM DEVELOPMENT AND MANAGEMENT - SHORT AND LONG TERM STRATEGIC PLANNING ON ORGANIZATIONAL ISSUES AS WELL AS COORDINATE ACTIVITIES BETWEEN VARIOUS PROGRAMS. 316832 5125 3651553 1 1 0 1 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 16 0 1 59 1 0 0 0 0 0 1 1 0 0 0 0 X 27 26 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 AL AK AR CA CT DC FL GA HI IL KS KY MA MD ME MI MN MS NC NH NJ NM NY OH OR PA RI SC TN UT VA WV TX X DAVID J PERLMAN CFO 2024674999 1101 15TH STREET NW SUITE 600 WASHINGTON DC 20005 DAVID E ALTSCHUL CHAIRMAN 1.00 0.25 X X 0 0 0 JAMES A AUTRY DIRECTOR 0.25 0.25 X 0 0 0 NICOLE AVANT DIRECTOR 0.25 X 0 0 0 ALEC BALDWIN DIRECTOR 0.25 0.25 X 0 0 0 ARTHUR J BELLINZONI DIRECTOR 0.25 0.25 X 0 0 0 MARY FRANCES BERRY DIRECTOR 0.50 0.25 X 0 0 0 BARBARA BLUHM-KAUL DIRECTOR 0.25 X 0 0 0 BERTIS DOWNS DIRECTOR 0.25 0.25 X 0 0 0 RONALD FELDMAN DIRECTOR 0.50 X 0 0 0 WILL K HALM DIRECTOR 0.25 X 0 0 0 JOAN HARRIS DIRECTOR 0.25 X 0 0 0 MICHAEL KEEGAN PRESIDENT 25.00 25.00 X X 129685 194528 25523 KHIZR KHAN DIRECTOR 0.25 0.25 X 0 0 0 NORMAN LEAR DIRECTOR 0.25 0.25 X 0 0 0 JAMES LOVELACE DIRECTOR 0.25 X 0 0 0 REVEREND TIMOTHY MCDONALD III DIRECTOR 0.50 0.25 X 0 0 0 DEBORAH RAPPAPORT DIRECTOR 0.25 0.50 X 0 0 0 JOSHUA SAPAN DIRECTOR 0.50 0.25 X 0 0 0 DAVID SAPERSTEIN DIRECTOR 0.25 X 0 0 0 PAUL SONG MD DIRECTOR 0.25 X 0 0 0 MARGERY TABANKIN DIRECTOR 0.25 0.50 X 0 0 0 KATHLEEN TURNER DIRECTOR 0.25 X 0 0 0 RUTH B USEM DIRECTOR 0.25 X 0 0 0 REGINALD WEAVER DIRECTOR 0.25 0.25 X 0 0 0 CARRIE MAE WEEMS DIRECTOR 0.25 X 0 0 0 NATE WESTHEIMER DIRECTOR 0.25 X 0 0 0 GERALDINE DAY ZURN TREASURER 1.00 0.50 X X 0 0 0 DOMINIC UCCI EXEC VP, COO 20.00 20.00 X 95797 95797 30268 DAVID PERLMAN CFO 20.80 19.20 X 86361 79717 21782 MARGERY BAKER EXEC VP, POLICY & PROGRAM 17.60 22.40 X 84206 107172 38356 WILLIAM COURTNEY DIRECTOR OF COMMUNICATION 14.00 26.00 X 43443 80680 14749 ANDREW GILLUM DIRECTOR OF YOUTH LDRSHP 39.20 0.80 X 120050 2450 8735 BENJAMIN BETZ DIRECTOR OF DIGITAL ADVOCACY & MARKETING 8.80 31.20 X 23216 82311 13615 KRISTEN LEIGH SMITH DIRECTOR OF ONLINE STRATEGY 10.00 30.00 X 28607 85821 25458 611365 728476 178486 2 0 1 0 PETER MONTGOMERY 921 PERRY PLACE NE WASHINGTON DC 20017 CONSULTING 100800 1 4191431 58285 4191431 28703 28703 531801 531887 -86 -86 -86 MISCELLANEOUS 900099 7812 7812 7812 4227860 7812 0 28617 12087 12087 354494 126811 129031 98652 1697620 1348547 90992 258081 118922 94384 6196 18342 155746 109512 6814 39420 147464 104825 15292 27347 8390 600 7790 22028 22028 69929 69929 22698 22698 264102 219688 44414 36873 32215 4658 220688 133080 22082 65526 83647 67799 3867 11981 432479 311261 42212 79006 235065 216100 1690 17275 724890 700822 24068 13093 13093 103580 66740 17042 19798 45603 38875 2264 4464 MEMBERSHIP FEES 41565 39983 287 1295 MISCELLANEOUS 32577 11769 16137 4671 DATA PROCESSING 29015 4680 9257 15078 CREATIVE FEES 17625 11775 5850 4890180 3651553 477844 760783 X 28244 4680 4692 18872 375862 812204 25631 25088 1293266 909857 30537 281 62885 40238 633461 520427 195384 113034 7226862 7407735 330674 339996 9541101 9648433 562859 372469 649076 1029245 1211935 1401714 X 5776795 6287339 2378681 1785690 173690 173690 8329166 8246719 9541101 9648433 -662320 579873 0 X X 0 1 X 1 0 X 5494224 4949343 4997397 5097463 4191431 24729858 5494224 4949343 4997397 5097463 4191431 24729858 3013541 21716317 166045 166870 31529 28423 28703 421570 25151428 12854 0.86340 0.76210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4820251 4820251 391013 97753 0 0 405738 398017 387945 391013 1582713 2374070 101435 99504 96986 97753 395678 593517 X 0 173690 14515 14515 173690 173690 -6139 -6139 173690 173690 5716 5716 173690 173690 15163 15163 173690 173690 9953 9953 173690 1.00000 0 0 633461 520427 113034 113034 CAPITAL LEASE PAYABLE 48394 TERM ENDOWMENT LIABILITY 500000 DUE TO PFAW 431351 CHARITABLE GIFT ANNUITIES PAYABLE 49500 1029245 X 4807733 579873 579873 4227860 0 4227860 4890180 0 4890180 0 4890180 PART III, LINE 4: PFAW FOUNDATION MAINTAINS A COLLECTION OF ART THAT TOUCH ON POLITICAL THEMES ON MANY OF THE ISSUES THAT THE ORGANIZATION WORKS ON. TO FURTHER OUR MISSION OF PROMOTING FIRST AMENDMENT FREEDOMS, PFAW FOUNDATION USES ITS OFFICES SPACE AS A VENUE TO SHOWCASE WORKS DEMONSTRATING HOW VISUAL ARTISTS CAN ENRICH OUR CIVIC DISCOURSE. WE ROUTINELY USE OUR OFFICES FOR GATHERINGS OF THOUGHT LEADERS WITHIN THE PROGRESSIVE COMMUNITY, AND OUR ARTWORK INSTIGATES THE KIND OF CONVERSATION AND DEBATE PFAW FOUNDATION WAS FOUNDED TO FACILITATE. PART V, LINE 4: ARTHUR J. KROPP MEMORIAL FUND - CONTRIBUTIONS TO THE FUND ARE TO BE HELD INDEFINITELY. THE INCOME GENERATED IS TO BE EXPENDED TO SUPPORT PFAWF'S ADVANCEMENT OF THE LATE PRESIDENT'S DREAM OF A MORE JUST AND TOLERANT AMERICA. IN DECEMBER 1999, PFAWF ESTABLISHED THE CAROLE SHIELDS FELLOWSHIP FUND. THE PURPOSE OF THE FUND IS TO PROVIDE A STIPEND FOR A COLLEGE INTERNSHIP AT PFAWF. PART X, LINE 2: PFAWF 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. PFAWF DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE, OR REFLECT, ANY UNCERTAIN TAX POSITIONS. X X X X X 1 BONNER GROUP 455 MASSACHUSETTS AVE NW WASHINGTON DC 20001 SOLICITOR/CONSULTANT 0 610023 69929 540094 THE STELTER COMPANY 10435 NEW YORK AVENUE DES MOINES IA 50322 PLANNED GIVING CONSULTING 0 0 7650 -7650 610023 77579 532444 AL AK AR CA CT DC FL GA HI IL KS KY LA MA MD ME MI MN MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV CO NV SCHEDULE G, PART I, LINE 2B, COLUMN (V) IN ADDITION TO PROFESSIONAL FUNDRAISING FEES, PFAWF PAID BONNER GROUP $X,XXX IN REIMBURSED EXPENSES. PER THE WRITTEN AGREEMENT "PFAWF WILL BE BILLED AND WILL BE RESPONSIBLE FOR PAYING AND/OR REIMBURSING BONNER FOR REASONABLE EXPENSES INCURRED DUE TO BONNER'S ACTIVITIES FOR PFAWF. BONNER SHALL MAINTAIN ADEQUATE RECORDS TO DOCUMENT THESE EXPENSES AND SHALL PRODUCE SUCH DOCUMENTATION UPON REQUEST BY PFAWF. EXPENSES INCLUDE, BUT ARE NOT LIMITED TO: 1. TRAVEL EXPENSES; 2. TELEPHONE AND FAX EXPENSES; 3. PRINTING, POSTAGE AND MAIL-HOUSING EXPENSES; 4. OFFICE AND COMPUTER COSTS TO COVER IN-HOUSE PRINTING AND COPYING FOR LARGE PRINTING OR COPYING JOBS." 0 NARAL PRO-CHOICE AMERICA FOUNDATION 1156 15TH ST NW 700 WASHINGTON DC 20005 521100361 501(C)(3) 5000 CHARITABLE CONTRIBUTION 1 0 0 0 0 0 0 0 0 0 MICHAEL KEEGAN PRESIDENT 129685 194528 0 0 0 0 9764 14646 445 668 139894 209842 0 0 DOMINIC UCCI EXEC VP, COO 95797 95797 0 0 0 0 8355 8355 6779 6779 110931 110931 0 0 DAVID PERLMAN CFO 86361 79717 0 0 0 0 7271 4711 5096 4704 98728 89132 0 0 MARGERY BAKER EXEC VP, POLICY & PROGRAM 84206 107172 0 0 0 0 7698 9797 9179 11682 101083 128651 0 0 PART I, LINE 3 COMPENSATION OF THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES IS REVIEWED AND APPROVED BY THE GOVERNING BOARD OF PEOPLE FOR THE AMERICAN WAY, A RELATED PARTY, USING THE INPUT OF INDUSTRY DATA, AMOUNTS FROM OTHER ORGANIZATION'S FORM 990, AND OCCASIONAL INPUT FROM COMPENSATION CONSULTANTS. COMPENSATION FOR THESE INDIVIDUALS IS REVIEWED AND APPROVED ANNUALLY. X 1 7150 FAIR MARKET VALUE X 13 51135 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION A, LINE 8B THE EXECUTIVE COMMITTEE DOES NOT MAINTAIN WRITTEN DOCUMENTATION OF MEETINGS. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FORM 990 IS REVIEWED IN DETAIL BY THE CHIEF FINANCIAL OFFICER AND THE PRESIDENT. IN ADDITION, A COPY OF THE 990 IS PROVIDED TO MEMBERS OF THE BOARD OF DIRECTORS BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS REDISTRIBUTES THE CONFLICT OF INTEREST POLICY AT THE BOARD OF DIRECTORS' ANNUAL MEETING. MANAGEMENT REDISTRIBUTES THE CONFLICT OF INTEREST POLICY TO STAFF AND REQUIRES STAFF TO AFFIRM COMPLIANCE ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 SALARIES ARE ALLOCATED TO PEOPLE FOR THE AMERICAN WAY FOUNDATION FROM PEOPLE FOR THE AMERCAN WAY, A RELATED PARTY BASED ON TIME ALLOCATIONS. COMPENSATION OF THE ORGANIZATIONS' OFFICERS AND KEY EMPLOYEES IS REVIEWED AND APPROVED BY THE GOVERNING BOARD OF PEOPLE FOR THE AMERICAN WAY, A RELATED PARTY, USING THE INPUT OF INDUSTRY DATA, AMOUNTS FROM OTHER ORGANIZATIONS' FORM 990, AND OCCASIONAL INPUT FROM COMPENSATION CONSULTANTS. COMPENSATION FOR THESE INDIVIDUALS IS REVIEWED AND APPROVED ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 2C THE BOARD ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS. PEOPLE FOR THE AMERICAN WAY 1101 15TH STREET NW STE 600 WASHINGTON DC 20005 521366721 TO PROVIDE INFORMATION ON SECURED CONSTITUTIONAL CIVIL RIGHTS TO THE PUBLIC DC 501 (C)(4) N/A 0 PEOPLE FOR THE AMERICAN WAY VOTERS ALLIANCE 1101 15TH STREET NW STE 600 WASHINGTON DC 20005 522068524 TO SUPPORT CANDIDATES IN FEDERAL, STATE AND LOCAL ELECTIONS DC 527 N/A 0 PEOPLE FOR THE AMERICAN WAY ACTION FUND 1101 15TH STREET NW STE 600 WASHINGTON DC 20005 320025893 VOTER TURNOUT ACTIVITIES INTENDED TO INFLUENCE OUTCOME OF CANDIDATE ELEC DC 527 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 PEOPLE FOR THE AMERICAN WAY N 379943 TIME SHEETS PEOPLE FOR THE AMERICAN WAY O 2161864 TIME SHEETS PEOPLE FOR THE AMERICAN WAY P 459228 TIME SHEETS PEOPLE FOR THE AMERICAN WAY Q 176015 TIME SHEETS