2015-11-10T15:35:54-06:00 2014-12-31 521511275 RAFFA PC 1899 L STREET NW SUITE 900 WASHINGTON DC 20036 990 2014-01-01 731628382 BIPARTISAN POLICY CENTER INC BIPA 2022042400 1225 I STREET NW NO 1000 WASHINGTON DC 20005 JASON GRUMET PRESIDENT & CEO 2022042400 2015-11-10 1 FRANK H SMITH P00639053 2028225000 2015-11-10 2014 2016-02-25 16:41:14Z JASON GRUMET 1225 I STREET NW NO 1000 WASHINGTON DC 20005 28904113 0 X BIPARTISANPOLICY.ORG X 2002 DE TO ADVANCE PUBLIC INTEREST IN RESOLVING CRITICAL ENERGY/NATIONAL SECURITY/ECONOMIC CHALLENGES. 17 15 134 15 0 0 20981389 23396430 0 508685 28972 27697 1421771 1221454 22432132 25154266 110000 102378 0 0 9697883 10383422 0 0 1941050 15227916 12523757 25035799 23009557 -2603667 2144709 24497843 25632990 3375746 2365709 21122097 23267281 X TO DRIVE PRINCIPLED SOLUTIONS THROUGH RIGOROUS ANALYSIS, REASONED NEGOTIATION, AND RESPECTFUL DIALOGUE. TO ACTIVELY PROMOTE BIPARTISANSHIP AND WORK TO ADDRESS THE KEY CHALLENGES FACING THE NATION INCLUDING ENERGY AND INFRASTRUCTURE, HEALTH, ECONOMIC POLICY, NATIONAL SECURITY, AND GOVERNANCE. 0 0 5953152 ENERGY - IN CONJUNCTION WITH THE NATIONAL ASSOCIATION OF REGULATORY UTILITY COMMISSIONERS, BPC KICKED OFF THE YEAR BY INITIATING A SERIES OF PUBLIC WORKSHOPS. THE SERIES EXPLORED THE ENVIRONMENTAL AND ECONOMICAL IMPACTS OF EPA'S PROPOSED GREENHOUSE GAS REGULATION OF EXISTING POWER PLANTS UNDER THE CLEAN AIR ACT. THE FORUMS GATHERED EPA OFFICIALS, PUBLIC-UTILITY COMMISSIONERS, ENVIRONMENTAL LEADERS, POWER COMPANY EXECUTIVES, TECHNOLOGY PROVIDERS, AND OTHER EXPERTS.BPC ALSO CREATED THE ELECTRIC GRID CYBERSECURITY INITIATIVE. THE GROUP'S REPORT, CYBERSECURITY AND THE NORTH AMERICAN ELECTRIC GRID: NEW POLICY APPROACHES TO ADDRESS AN EVOLVING THREAT, PROPOSED POLICIES TO IMPROVE CYBER RISK MANAGEMENT AND TO BUILD RESILIENCE IN THE EVENT OF A CYBER ATTACK. 5548455 ECONOMIC POLICY - THE ECONOMIC POLICY PROGRAM INCLUDES THE ECONOMIC POLICY PROJECT, THE FINANCIAL REGULATORY REFORM INITIATIVE, THE HOUSING COMMISSION, AND THE IMMIGRATION TASK FORCE.ECONOMIC POLICY PROJECT: AS HISTORY SHOWS, WHEN LEGISLATORS DELAY RAISING THE DEBT LIMIT, TAXPAYERS LOSE BILLIONS AND THE STOCK MARKET PLUNGES. BPC RELEASED QUANTITATIVE ANALYSIS DEMONSTRATING THAT, ABSENT CONGRESSIONAL ACTION, THE TREASURY DEPARTMENT WOULD LIKELY BE UNABLE TO MEET ITS FINANCIAL OBLIGATIONS BY MARCH 14, 2014. BPC ALSO LAUNCHED THE 20-MEMBER COMMISSION ON RETIREMENT SECURITY AND PERSONAL SAVINGS, WHICH WILL RELEASE RECOMMENDATIONS IN 2016 DESIGNED TO IMPROVE THE U.S. RETIREMENT SYSTEM, INCLUDING SOCIAL SECURITY, DISABILITY INSURANCE, DEFINED BENEFIT PENSIONS, DEFINED CONTRIBUTION SAVINGS VEHICLES LIKE 401(K) PLANS, OTHER PERSONAL SAVINGS, AND STRATEGIES TO ENSURE LIFETIME INCOME. FINANCIAL REGULATORY REFORM INITIATIVE: IN 2014, BPC RECEIVED THE BURTON FOUNDATION'S REGULATORY INNOVATION AWARD. ACCORDING TO THE BURTON FOUNDATION, BPC'S WORK ON TOO-BIG-TO-FAIL, THE VOLCKER RULE, THE LINCOLN AMENDMENT, THE ROLE OF THE CONSUMER FINANCIAL PROTECTION BUREAU, AND FINANCIAL SERVICES REGULATION, "HAVE PROVIDED CONSTRUCTIVE AND ACTIONABLE RECOMMENDATIONS THAT HAVE BEEN LAUDED BY LAWMAKERS FROM BOTH PARTIES. IN AN ERA OF INTENSE AND OFTEN UNPRODUCTIVE PARTISANSHIP, THE WORK OF THE BIPARTISAN POLICY CENTER STANDS OUT AS WORTHY OF RECOGNITION. 2014 ALSO MARKED THE ANNIVERSARY OF THE DODD-FRANK ACT. BPC RELEASED DODD-FRANK'S MISSED OPPORTUNITY, WHICH OUTLINED A ROAD MAP FOR ACHIEVING A MORE RATIONAL AND EFFECTIVE FINANCIAL REGULATORY ARCHITECTURE OVER TIME. HOUSING COMMISSION: THE BPC "HOUSING AMERICA'S FUTURE: NEW DIRECTIONS FOR NATIONAL POLICY" TWO-DAY SUMMIT WAS THE CAPSTONE OF BPC'S HOUSING COMMISSION. FOR THE MORE THAN 1,200 ATTENDEES, THE SUMMIT OFFERED AN OPPORTUNITY TO GAIN A DEEPER UNDERSTANDING OF THE HOUSING SECTOR AND TO INTERACT WITH AN UNUSUALLY BROAD ARRAY OF PEOPLE AND INTERESTS. SECRETARY OF HOUSING AND URBAN DEVELOPMENT (HUD) JULIAN CASTRO HEADLINED THE SUMMIT.IMMIGRATION TASK FORCE: IN EARLY 2014, BPC CONDUCTED A NEW ASSESSMENT, IMMIGRATION: AMERICA'S DEMOGRAPHIC EDGE. THE TASK FORCE CONTINUED WORK IN 2014 TO MOVE IMMIGRATION REFORM LEGISLATION, WITH PUBLIC EVENTS AND STATEMENTS AS WELL AS REPORTS ON KEY ASPECTS OF REFORM. 2953933 HEALTH - THE HEALTH PROGRAM INCLUDES THE HEALTH PROJECT, THE HEALTH INNOVATION INITIATIVE, AND THE NUTRITION AND PHYSICAL ACTIVITY INITIATIVE. HEALTH PROJECT:IN JUNE 2014, BPC LAUNCHED THE DELIVERY SYSTEM REFORM INITIATIVE TO HELP ACCELERATE THE TRANSITION TO HIGHER-VALUE, MORE COORDINATED HEALTH CARE PAYMENT AND DELIVERY SYSTEMS. BPC INITIATED THIS WORK WITH A REPORT, A BIPARTISAN RX FOR PATIENT-CENTERED CARE AND SYSTEM-WIDE COST CONTAINMENT. HEALTH INNOVATION INITIATIVE: IN SEPTEMBER 2014, CEOS FROM SOME OF THE NATION'S LARGEST EMPLOYERS, INCLUDING THE COCA-COLA COMPANY, VERIZON, AND BANK OF AMERICA WORKED WITH BPC TO FORM THE CEO COUNCIL ON HEALTH INNOVATION AND TO RELEASE BUILDING BETTER HEALTH: INNOVATIVE STRATEGIES FROM AMERICA'S BUSINESS LEADERS. THE CONSENSUS REPORT SHARES THE COMPANIES' MOST SUCCESSFUL STRATEGIES FOR ADDRESSING THE NATION'S MOST PRESSING HEALTH CARE CHALLENGES. NUTRITION AND PHYSICAL ACTIVITY INITIATIVE: BPC TEAMED UP WITH THE AMERICAN COLLEGE OF SPORTS MEDICINE AND THE ALLIANCE FOR A HEALTHIER GENERATION TO DEVELOP AND PRESENT A REPORT, TEACHING NUTRITION AND PHYSICAL ACTIVITY IN MEDICAL SCHOOL: TRAINING DOCTORS FOR PREVENTION-ORIENTED CARE, WHICH RECOMMENDS TRAINING MEDICAL STUDENTS AND PHYSICIANS TO COMBAT AMERICA'S OBESITY EPIDEMIC. 2939640 GOVERNANCE 1061703 NATIONAL SECURITY 771926 102378 OTHER PROGRAMS 4773269 102378 19228809 1 1 0 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 143 0 1 134 1 0 0 0 0 0 0 0 0 0 0 X 17 15 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CA VA FL IL MD NY X JASON GRUMET 2022042400 1225 I STREET NW NO 1000 WASHINGTON DC 20005 JASON GRUMET PRESIDENT & CEO 32.00 8.00 X X 421056 105264 39273 CHARLES WALD CHAIR 1.00 X 0 0 0 DENNIS ARCHER DIRECTOR 1.00 X 0 0 0 NORMAN AUGUSTINE DIRECTOR 1.00 X 0 0 0 PAUL BREST DIRECTOR 1.00 X 0 0 0 SHEILA BURKE DIRECTOR 1.00 X 0 0 0 RALPH CAVANAGH DIRECTOR 1.00 X 0 0 0 JANE GARVEY DIRECTOR 1.00 X 0 0 0 MARK HEISING DIRECTOR 1.00 X 0 0 0 LARRY HIGBY DIRECTOR (THRU 6/12/14) 1.00 X 0 0 0 WALTER ISAACSON DIRECTOR 1.00 X 0 0 0 FRANK KEATING DIRECTOR 1.00 X 0 0 0 CHARLES ROBB DIRECTOR (THRU 6/12/14) 1.00 X 0 0 0 OLYMPIA SNOWE DIRECTOR, CO-CHAIR CPR 10.00 X 150000 0 0 SUSAN STORY DIRECTOR 1.00 X 0 0 0 JULIE SWEET DIRECTOR 1.00 X 0 0 0 FRANCES TOWNSEND DIRECTOR (THRU 6/12/14) 1.00 X 0 0 0 MARK WALSH DIRECTOR 1.00 X 0 0 0 ANTHONY WILLIAMS DIRECTOR 1.00 X 0 0 0 MORT ZUCKERMAN DIRECTOR 1.00 X 0 0 0 JULIE ANDERSON SENIOR VICE PRESIDENT 32.00 8.00 X 234539 58635 32487 DENISE DEVENNY VP OF OPERATIONS, SEC. & TREAS. 39.00 1.00 X 197757 6116 23742 MARGOT ANDERSON EXECUTIVE DIRECTOR, NATIONAL ENERGY PROJECT 40.00 X 224614 0 23954 WILLIAM HOAGLAND SENIOR VICE PRESIDENT 30.00 10.00 X 223374 74458 20745 PAMELA PATENAUDE DIRECTOR, HOUSING COMMISSION 40.00 X 166981 0 27214 THOMAS SULLIVAN GENERAL COUNSEL 40.00 X 264593 0 34449 TRACY TERRY DIRECTOR, ENERGY SECURITY 40.00 X 216760 0 35671 MICHELE STOCKWELL PRESIDENT, BPCAN 2.00 38.00 X 10135 192565 35257 MARTHA HOULE VP, DEVELOPMENT 40.00 X 186026 0 27788 CARIE LEMACK DIRECTOR, NATIONAL SECURITY PROJECT 40.00 X 182971 0 18843 2478806 437038 319423 32 0 1 0 RENAISSANCE HOTEL WASHINGTON DC 999 9TH STREET NW WASHINGTON DC 20001 VENUE SERVICES 341886 THE BRIDGESPAN GROUP 2 COPLEY PLACE SUITE 3700B BOSTON MA 02116 CONSULTING 325000 PETE V DOMENICI 225 I ST NE APT 901 WASHINGTON DC 20002 CONSULTING 315000 BREMMER & GORIS COMMUNICATIONS INC 1908 MOUNT VERNON AVENUE ALEXANDRIA VA 22301 PRINTING AND DESIGN SERVICES 289908 MILK SONO LLC 11 DAY STREET NORWALK CT 06854 CONSULTING 241888 23 23396430 23396430 EVENT REG. & SPONSORS 900099 508685 112685 396000 508685 27544 27544 3750000 3749847 153 153 153 SHARED SERVICES 900099 776260 776260 SUBLEASE INCOME 900099 384797 384797 REIMBURSEMENTS 900099 51898 51898 8499 8499 1221454 25154266 888945 0 868891 X 95000 95000 7378 7378 1615489 1147119 468370 6987421 4849805 1309596 828020 524466 364364 100477 59625 725548 502640 146197 76711 530498 374549 103611 52338 49263 28625 20638 17495 5290 12205 78115 78115 5888706 5361855 267793 259058 209556 174430 35126 712847 321254 379420 12173 391209 98870 292339 2015788 2015788 968774 868788 71548 28438 1218070 1099409 86383 32278 519479 519479 58838 58838 SUBSCRIPTIONS 227957 54089 170834 3034 MISCELLANEOUS 90956 36196 48758 6002 RECRUITING & TEMPORARY 76704 20683 36864 19157 INDIRECT EXP ALLOCATION 0 3847090 -4390668 543578 23009557 19228809 1839698 1941050 9629792 13274878 7723600 5073596 12663 75271 377810 373640 5014761 2644874 2721454 2369887 3247344 4002278 785180 463440 24497843 25632990 1999677 1009376 1376069 1356333 3375746 2365709 X 7149759 8797935 13972338 14469346 21122097 23267281 24497843 25632990 2144709 475 0 X 0 1 X 1 0 X 20569286 18968077 20927070 20981389 23792430 105238252 20569286 18968077 20927070 20981389 23792430 105238252 25757836 79480416 66943 73799 320437 463139 412341 1336659 1162654 1014092 871791 987604 784759 4820900 111395811 112685 0.71350 0.65740 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SHARED SERVICES - 2010 AMOUNT: $ 1,131,838. 2011 AMOUNT: $ 1,014,092. 2012 AMOUNT: $ 871,791. 2013 AMOUNT: $ 979,104. 2014 AMOUNT: $ 776,260. MISCELLANEOUS INCOME - 2010 AMOUNT: $ 30,816. 2013 AMOUNT: $ 8,500. 2014 AMOUNT: $ 8,499. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23009557 23009557 1000000 250000 0 0 1000000 1000000 2000000 3000000 250000 250000 500000 750000 3647531 1607291 2040240 595284 450185 145099 771946 587398 184548 2369887 CERTIFICATES OF DEPOSIT 4002278 F 4002278 DEFERRED RENT 1021917 DEFERRED CONSTRUCTION ALLOWANCE 334416 1356333 X 25154741 475 475 25154266 0 25154266 23009557 0 23009557 0 23009557 PART X, LINE 2: BPC PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2014 AND 2013, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. 1 GREAT PLAINS INSTITUTE FOR SUSTAINABLE DEVELOPMENT 2801 21ST AVE S SUITE 220 MINNEAPOLIS MN 55407 411921126 501(C)(3) 95000 TO ASSIST WITH IMPLEMENTATION OF CLEAN POWER PLAN APPROACH 1 0 STIPENDS 44 7378 PART I, LINE 2: GRANTS DISTRIBUTED BY BPC ARE ISSUED BY PROJECT DIRECTORS WHO WORK CLOSELY WITH GRANTEES. AT THE END OF THE GRANT PERIOD, BPC OBTAINS A REPORT FROM THE GRANTEE WHICH DESCRIBES AND ATTESTS TO ACCOMPLISHMENTS THROUGH USE OF GRANT FUNDS. BPC ALSO OBTAINS A COPY OF THE AUDITED FINANCIAL STATEMENTS. X X X X X 1 0 0 0 0 0 0 0 0 JASON GRUMET PRESIDENT & CEO 421056 105264 0 0 0 0 14560 3640 16859 4214 452475 113118 0 0 JULIE ANDERSON SENIOR VICE PRESIDENT 234539 58635 0 0 0 0 14560 3640 11430 2857 260529 65132 0 0 DENISE DEVENNY VP OF OPERATIONS, SEC. & TREAS. 197757 6116 0 0 0 0 13868 429 9162 283 220787 6828 0 0 MARGOT ANDERSON EXECUTIVE DIRECTOR, NATIONAL ENERGY 224614 0 0 0 0 0 15810 0 8144 0 248568 0 0 0 WILLIAM HOAGLAND SENIOR VICE PRESIDENT 223374 74458 0 0 0 0 13650 4550 1909 636 238933 79644 0 0 PAMELA PATENAUDE DIRECTOR, HOUSING COMMISSION 166981 0 0 0 0 0 11973 0 15241 0 194195 0 0 0 THOMAS SULLIVAN GENERAL COUNSEL 222452 0 0 0 42141 0 15755 0 18694 0 299042 0 0 0 TRACY TERRY DIRECTOR, ENERGY SECURITY 216760 0 0 0 0 0 15379 0 20292 0 252431 0 0 0 MICHELE STOCKWELL PRESIDENT, BPCAN 10135 192565 0 0 0 0 737 13996 1026 19498 11898 226059 0 0 MARTHA HOULE VP, DEVELOPMENT 186026 0 0 0 0 0 13627 0 14161 0 213814 0 0 0 CARIE LEMACK DIRECTOR, NATIONAL SECURITY PROJECT 163149 0 0 0 19822 0 11597 0 7246 0 201814 0 0 0 PART I, LINE 4A SEVERANCE PAYMENT OR CHANGE OF CONTROL PAYMENT: CARRIE LEMACK, DIRECTOR, NATIONAL SECURITY - $19,822 EILEEN MCMENAMIN, VP, COMMUNICATION - $74,088 THOMAS SULLIVAN, GENERAL COUNSEL - $42,141 FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES AUTHORIZED TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11 THE FEDERAL FORM 990 IS REVIEWED BY FINANCE MANAGEMENT AND EXECUTIVE MANAGEMENT. PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE, THE FEDERAL FORM 990 IS CIRCULATED TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C BPC INSTITUTED A CONFLICT OF INTEREST POLICY IN 2009 FOR EMPLOYEES, OFFICERS AND MEMBERS OF THE BOARD OF DIRECTORS. EACH YEAR, BPC REQUIRES EMPLOYEES AND BOARD MEMBERS TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM AND DISCLOSE POTENTIAL CONFLICTS PURSUANT TO ORGANIZATIONAL POLICY. THESE FORMS ARE REVIEWED BY SENIOR MANAGEMENT. IF A CONFLICT OF INTEREST IS PERCEIVED, ACTIONS DEPEND ON THE LEVEL OF CONFLICT. IF RELATED TO A BOARD MEMBER, THE ISSUE IS DISCUSSED BY THE FULL BOARD OF DIRECTORS AND THE INTERESTED PARTY IS DISMISSED FROM THE DISCUSSION. FOR EMPLOYEES, THE ISSUE IS ADDRESSED BY SENIOR MANAGEMENT, IN BOTH CASES, APPROPRIATE ACTION WILL RESULT. FORM 990, PART VI, SECTION B, LINE 15 TO DETERMINE COMPENSATION OF BPC'S OFFICERS AND KEY EMPLOYEES, BPC REVIEWS INDEPENDENT SURVEY DATA LOOKING AT OTHER NONPROFIT ORGANIZATIONS OF SIMILAR SIZE AND GROSS REVENUE. IN ADDITION, FOR EMPLOYEES WHO ARE IN A POSITION TO EXERCISE A SUBSTANTIAL INFLUENCE OVER THE AFFAIRS OF BPC WITHIN THE MEANING OF SECTION 4958 OF THE INTERNAL REVENUE CODE, BPC'S SENIOR LEADERSHIP TEAM REVIEWS THE SALARIES OF ALL EMPLOYEES AND NEW HIRES, ADJUSTING AMOUNTS AS NECESSARY BASED ON THE MOST RECENTLY AVAILABLE BENCHMARK DATA. FORM 990, PART VI, SECTION C, LINE 19 BPC'S AUDITED FINANCIAL STATEMENTS, AND FEDERAL FORMS 990 AND 1023 ARE AVAILABLE UPON REQUEST. GOVERNING DOCUMENTS, INCLUDING THE CONFLICT OF INTEREST POLICY, ARE NOT PUBLICLY DISCLOSED. FORM 990, PART IX, LINE 11G PROGRAM SERVICE CONSULTING: PROGRAM SERVICE EXPENSES 4,154,105. MANAGEMENT AND GENERAL EXPENSES 267,793. FUNDRAISING EXPENSES 259,058. TOTAL EXPENSES 4,680,956. HONORARIA: PROGRAM SERVICE EXPENSES 1,207,750. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,207,750. BIPARTISAN POLICY CENTER ADVOCACY NETWORK INC 1225 I STREET NW SUITE 1000 WASHINGTON DC 20005 261299114 PROMOTE PRINCIPLES DEVELOPED BY BPC DE 501(C)(4) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 BIPARTISAN POLICY CENTER ADVOCACY NETWORK INC N 960623 FMV BIPARTISAN POLICY CENTER ADVOCACY NETWORK INC O 1329378 FMV BIPARTISAN POLICY CENTER ADVOCACY NETWORK INC Q 2553001 FMV