2016-09-09T17:00:17-05:00 2015-12-31 521711839 COUNCILOR BUCHANAN & MITCHELL PC 7910 WOODMONT AVENUE SUITE 500 BETHESDA MD 20814 990 2015-01-01 133065716 PEOPLE FOR THE AMERICAN WAY FOUNDATION PEOP 2024674999 1101 15TH STREET NW NO 600 WASHINGTON DC 20005 MICHAEL KEEGAN PRESIDENT 2024674999 2016-09-01 1 MARK THOMAS P00362982 3019860600 2016-09-01 2015 2017-02-10 21:41:12Z MICHAEL KEEGAN 1101 15TH STREET NW NO 600 WASHINGTON DC 20005 6331813 0 X WWW.PFAW.ORG X 1981 DE CONDUCTS RESEARCH, LEGAL AND EDUCATION WORK ON BEHALF OF FIRST AMENDMENT FREEDOMS AND DEMOCRATIC VALUES 26 25 55 0 0 0 4997398 5096579 0 0 31529 28423 2500 2571 5031427 5127573 45500 10000 0 0 2533100 2495062 120182 96811 837290 2381748 2253842 5080530 4855715 -49103 271858 9759998 9541101 1492879 1211935 8267119 8329166 X CONDUCTS RESEARCH, LEGAL AND EDUCATION WORK ON BEHALF OF FIRST AMENDMENT FREEDOMS AND DEMOCRATIC VALUES. 0 0 2229297 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. 428597 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. 546449 10000 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. 362908 PROGRAM DEVELOPMENT AND MANAGEMENT - SHORT AND LONG TERM STRATEGIC PLANNING ON ORGANIZATIONAL ISSUES AS WELL AS COORDINATE ACTIVITIES BETWEEN VARIOUS PROGRAMS. 362908 3567251 1 1 0 1 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 15 0 1 55 1 0 0 0 0 0 1 1 0 0 0 0 X 26 25 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 LA ME MD MA MI MN MS NH NJ NM NY NC OH OK OR PA RI SC TN TX UT VA WV X DAVID J PERLMAN CFO 2024674999 1101 15TH STREET NW SUITE 600 WASHINGTON DC 20005 DAVID E ALTSCHUL CHAIRMAN 1.00 0.30 X X 0 0 0 JAMES A AUTRY DIRECTOR 0.30 0.30 X 0 0 0 HONORABLE NICOLE AVANT DIRECTOR 0.30 0.00 X 0 0 0 ALEC BALDWIN DIRECTOR 0.30 0.30 X 0 0 0 DOCTOR ARTHUR J BELLINZONI DIRECTOR 0.30 0.30 X 0 0 0 HONORABLE MARY FRANCES BERRY DIRECTOR 0.30 0.50 X 0 0 0 BARBARA BLUHM-KAUL DIRECTOR 0.30 0.00 X 0 0 0 HONORABLE JOHN H BUCHANAN DIRECTOR 0.30 0.30 X 0 0 0 BERTIS DOWNS DIRECTOR 0.30 0.30 X 0 0 0 RONALD FELDMAN DIRECTOR 0.50 0.00 X 0 0 0 JOAN HARRIS DIRECTOR 0.30 0.00 X 0 0 0 NORMAN LEAR FOUNDER 0.50 0.50 X 0 0 0 JAMES LOVELACE DIRECTOR 0.30 0.00 X 0 0 0 REVEREND TIMOTHY MCDONALD III DIRECTOR 0.50 0.30 X 0 0 0 DEBORAH RAPPAPORT DIRECTOR 0.30 0.30 X 0 0 0 JOSHUA SAPAN DIRECTOR 0.50 0.30 X 0 0 0 PAUL SONG MD DIRECTOR 0.30 0.00 X 0 0 0 MARGERY TABANKIN DIRECTOR 0.30 0.50 X 0 0 0 KATHLEEN TURNER DIRECTOR 0.30 0.00 X 0 0 0 RUTH B USEM DIRECTOR 0.30 0.00 X 0 0 0 REGINALD WEAVER DIRECTOR 0.30 0.30 X 0 0 0 NATE WESTHEIMER DIRECTOR 0.30 0.00 X 0 0 0 GERALDINE DAY ZURN TREASURER 1.00 0.50 X X 0 0 0 MICHAEL KEEGAN PRESIDENT 25.00 25.00 X X 163472 163472 25762 WILL K HALM DIRECTOR 0.30 0.00 X 0 0 0 CARRIE MAE WEEMS DIRECTOR 0.25 0.00 X 0 0 0 DEBORAH LIU SECRETARY 20.00 20.00 X 64870 64870 17406 DAVID PERLMAN CFO 22.00 18.00 X 87899 71918 21882 DOMINIC UCCI EXEC VP, COO 20.00 20.00 X 95237 95237 29094 MARGERY BAKER EXEC VP, POLICY & PROGRAM 17.20 22.80 X 82025 108731 35909 RANDALL BORNTRAGER POLITICAL DIRECTOR 0.00 40.00 X 0 111643 14125 WILLIAM COURTNEY DIRECTOR OF COMMUNICATIONS 18.80 21.20 X 58152 65576 13959 ANDREW GILLUM DIRECTOR OF YOUTH LDRSHP 40.00 0.00 X 133204 0 10127 KRISTEN SMITH DIRECTOR OF ONLINE STRATEG 10.00 30.00 X 27335 82004 21367 712194 763451 189631 2 0 1 0 WASHINGTON COURT HOTEL 525 NEW JERSEY AVENUE NW WASHINGTON DC 200011527 YEO CONVENING 206074 BEVERLY WILSHIRE HOTEL 9500 WILSHIRE BLVD BEVERLY HILLS CA 90212 LA EVENT 158312 BLACKBAUD PO BOX 930256 ATLANTA GA 31193 MANAGE EMAILS & DONATIONS 141000 OSA INTERNATIONAL INC 537 N EDGEWOOD AVENUE WOOD DALE IL 60191 SPIRIT OF LIBERTY PRODUCTION SERVICES 131742 ARLINGTON CAPITAL VIEW HOTEL 2800 SOUTH POTOMAC AVE ARLINGTON VA 22202 YP4 SUMMIT 109357 5 15046 5081533 54368 5096579 28435 28435 833119 833131 -12 -12 -12 371109 15046 371109 0 MISCELLANEOUS 900099 2571 2571 2571 5127573 2571 0 28423 10000 10000 465291 200936 148375 115980 1662759 1301862 103310 257587 119770 94927 6536 18307 98766 70729 5409 22628 148476 106595 16586 25295 1020 1020 21772 21772 96811 96811 212706 208847 3859 19400 17454 996 950 274070 130244 43056 100770 91819 74983 3835 13001 436137 316764 36249 83124 369903 334940 644 34319 477124 477124 17297 17297 127156 86896 17100 23160 46665 40427 1894 4344 CONTRIBUTIONS AND MEMBE 46991 46249 332 410 CREATIVE FEES 42466 24206 18260 DATA PROCESSING 32356 4680 8902 18774 GOVERNANCE 12740 12740 24220 5628 15022 3570 4855715 3567251 451174 837290 X 30988 4680 4680 21628 523340 375862 25606 25631 807899 1293266 388 30537 46067 62885 633461 438077 216640 195384 7814162 7226862 325896 330674 9759998 9541101 478204 615185 1014675 596750 1492879 1211935 X 6328781 5776795 1764648 2378681 173690 173690 8267119 8329166 9759998 9541101 271858 -209811 0 X X 0 1 X 0 0 X 10994081 5494224 4949343 4997397 5097463 31532508 10994081 5494224 4949343 4997397 5097463 31532508 7168706 24363802 42696 166045 166870 31529 28423 435563 31968071 9578 0.76210 0.80240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4758904 4758904 387945 96986 0 0 442693 405738 398017 387945 1634393 2451590 150000 150000 110673 101435 99504 96986 408598 612897 X 0 173690 -6139 -6139 173690 173690 5716 5716 173690 173690 15163 15163 173690 173690 9953 9953 173690 173690 75 75 173690 1.00000 0 0 633461 438077 195384 195384 CAPITAL LEASE PAYABLE 96750 TERM ENDOWMENT LIABILITY 500000 596750 X 5289755 -209811 884 371109 162182 5127573 0 5127573 5227708 884 371109 371993 4855715 0 4855715 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS: $371,109 PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS: $371,109 X X X X X 1 BONNER GROUP 455 MASSACHUSETTS AVE NW WASHINGTON DC 20001 SOLICITOR/CONSULTANT 0 789738 96811 692927 THE STELTER COMPANY 10435 NEW YORK AVENUE DES MOINES IA 50322 PLANNED GIVING CONSULTING 0 0 25335 -25335 789738 122146 667592 AL AK AR CA CT DC FL GA HI IL KS KY LA ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA RI SC TN CO UT VA WA WV WI NE LA SPIRIT OF LIBERTY EVENT 386155 15046 371109 117967 253142 386155 15046 371109 117967 253142 371109 0 SCHEDULE G, PART I, LINE 2B, COLUMN (V) IN ADDITION TO PROFESSIONAL FUNDRAISING FEES, PFAWF PAID BONNER GROUP $4,580 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 DR MURPHY W MCCALEB EDUCATION 1214 S ROBERTSON ST NEW ORLEANS LA 70113 581866615 501(C)(3) 10000 TO CONDUCT GOTV ACTIVITIES 1 0 0 0 0 0 0 0 0 0 MICHAEL KEEGAN PRESIDENT 163472 163472 0 0 0 0 12205 12205 676 676 176353 176353 0 0 DAVID PERLMAN CFO 87899 71918 0 0 0 0 7236 5921 4799 3926 99934 81765 0 0 DOMINIC UCCI EXEC VP, COO 95237 95237 0 0 0 0 8263 8263 6284 6284 109784 109784 0 0 MARGERY BAKER EXEC VP, POLICY & PROGRAM 82025 108731 0 0 0 0 7428 9847 8013 10621 97466 129199 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 13 54368 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 11 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 436137 TIME SHEETS PEOPLE FOR THE AMERICAN WAY O 2228360 TIME SHEETS PEOPLE FOR THE AMERICAN WAY P 387080 TIME SHEETS PEOPLE FOR THE AMERICAN WAY Q 246439 TIME SHEETS