2012-11-15T15:44:08-06:00 2011-12-31 521853933 RIBIS JONES & MARESCA PA 1730 M STREET NW SUITE 805 WASHINGTON DC 20036 990 2011-01-01 522096845 NEW AMERICA FOUNDATION NEWA 2029862700 1899 L STREET NW NO 400 WASHINGTON DC 20036 RACHEL L WHITE 2029862700 2012-11-15 1 DAVID JONES P01361002 2022936321 2011 2016-02-24 21:20:13Z RACHEL L WHITE 1899 L STREET NW NO 400 WASHINGTON DC 20036 17190283 0 X WWW.NEWAMERICA.NET X 1998 DC TO BRING EXCEPTIONALLY PROMISING NEW VOICES AND NEW IDEAS TO THE FORE OF OUR NATION'S PUBLIC DISCOURSE THROUGH FELLOWSHIPS AND ISSUE-SPECIFIC PROGRAMS AND SPONSORING A WIDE RANGE OF RESEARCH, WRITING, CONFERENCES AND EVENTS ON THE MOST IMPORTANT ISSUES OF OUR TIME. 22 22 143 44 0 0 15373300 16734129 0 0 252477 216397 210598 237965 15836375 17188491 0 0 0 0 10084353 9405397 0 0 647311 5611210 6018857 15695563 15424254 140812 1764237 14481935 16830752 1129365 1713945 13352570 15116807 X TO BRING EXCEPTIONALLY PROMISING NEW VOICES AND NEW IDEAS TO THE FORE OF OUR NATION'S PUBLIC DISCOURSE THROUGH FELLOWSHIPS AND ISSUE- SPECIFIC PROGRAMS AND SPONSORING A WIDE RANGE OF RESEARCH, WRITING, CONFERENCES AND EVENTS ON THE MOST IMPORTANT ISSUES OF OUR TIME. 1 1 3507513 TECHNOLOGY POLICY PROGRAMS:MEDIA POLICY INITIATIVE - THE MEDIA POLICY INITIATIVE FORMULATES POLICY AND REGULATORY REFORMS TO FOSTER THE DEVELOPMENT OF A HEALTHY MEDIA THAT SATISFIES THE NEEDS OF DEMOCRACY IN THE 21ST CENTURY. OPEN TECHNOLOGY INITIATIVE - THE OPEN TECHNOLOGY INITIATIVE ("OTI") SUPPORTS THE DEVELOPMENT AND IMPLEMENTATION OF OPEN TECHNOLOGIES AND COMMUNICATIONS SYSTEMS THAT PROVIDE LOW-COST BROADBAND ACCESS. THROUGH PARTNERSHIPS WITH COMMUNITIES, RESEARCHERS, INDUSTRY, AND NON-PROFIT ORGANIZATIONS, OTI IS COMMITTED TO MAXIMIZING THE POTENTIALS OF INNOVATIVE OPEN TECHNOLOGIES BY STUDYING THEIR SOCIAL AND ECONOMIC IMPACTS-PARTICULARLY FOR POOR, RURAL, AND OTHER UNDERSERVED CONSTITUENCIES.WIRELESS FUTURE PROJECT - THE WIRELESS FUTURE PROJECT DEVELOPS AND ADVOCATES POLICY PROPOSALS TO PROMOTE UNIVERSAL, AFFORDABLE AND UBIQUITOUS BROADBAND AND IMPROVE THE PUBLIC'S ACCESS TO CRITICAL WIRELESS COMMUNICATION TECHNOLOGIES. 3193107 DOMESTIC POLICY PROGRAMS:ASSET BUILDING PROGRAM - THE MISSION OF THE ASSET BUILDING PROGRAM IS TO SIGNIFICANTLY BROADEN ACCESS TO ECONOMIC RESOURCES THROUGH INCREASED SAVINGS AND ASSET OWNERSHIP, THEREBY PROVIDING FAMILIES WITH ENHANCED ECONOMIC SECURITY, A DIRECT STAKE IN THE COMMONWEALTH, AND THE MEANS TO PURSUE THEIR ASPIRATIONS.EDUCATION POLICY - THE MISSION OF THE EDUCATION POLICY PROGRAM IS TO DEVELOP IDEAS THAT ADVANCE THE CAUSE OF EQUITY, ACCESS AND EXCELLENCE IN EDUCATION ACROSS THE FULL SPECTRUM OF CHILDREN'S LIVES.HEALTH POLICY PROGRAM - THE HEALTH POLICY PROGRAM IS FOCUSED ON IMPROVING THE QUALITY AND COST EFFECTIVENESS OF AMERICA'S HEALTH CARE DELIVERY SYSTEM. THE PROGRAM IDENTIFIES AND COMMUNICATES BEST PRACTICES TO A BROAD AUDIENCE OF POLICY MAKERS, HEALTH CARE PROFESSIONALS AND CONSUMERS THROUGH SCHOLARLY WORK, CONVENINGS AND JOURNALISM.NEXT SOCIAL CONTRACT INITIATIVE - THE NEXT SOCIAL CONTRACT INITIATIVE DESIGNS AND ADVANCES A FRAMEWORK FOR A 21ST-CENTURY SOCIAL CONTRACT, ALONG WITH A DETAILED POLICY AGENDA TO SUPPORT IT. THE PREMISE OF THIS INITIATIVE IS THAT, GIVEN THE UNIMAGINABLE CHANGES OF THE LAST HALF-CENTURY, WE SHOULD THINK FROM SCRATCH ABOUT THE APPROPRIATE ROLES OF EACH SECTOR OF SOCIETY - GOVERNMENT, EMPLOYERS, INDIVIDUALS, AND CIVIL SOCIETY.WORKFORCE AND FAMILY PROGRAM - THE WORKFORCE AND FAMILY PROGRAM EDUCATES AND ENGAGES POLICY MAKERS AND THE PUBLIC TO BUILD CONSENSUS AROUND NEW POLICY SOLUTIONS THAT BENEFIT CHILDREN, STRENGTHEN FAMILIES, IMPROVE WORKFORCE SKILL DEVELOPMENT, HELP AMERICANS BALANCE THEIR WORK AND LIFE COMMITMENTS, AND ENHANCE THE COMPETITIVENESS OF THE AMERICAN ECONOMY. 2765193 ECONOMIC/FISCAL POLICY PROGRAMS:COMMITTEE FOR A RESPONSIBLE FEDERAL BUDGET - THE COMMITTEE FOR A RESPONSIBLE FEDERAL BUDGET ("CRFB") SEEKS TO EDUCATE THE PUBLIC ABOUT BUDGET POLICY AND ISSUES THAT HAVE SIGNIFICANT FISCAL IMPACT, SUCH AS BUDGET AND TAX REFORM.ECONOMIC GROWTH - THE PURPOSE OF THE ECONOMIC GROWTH PROGRAM IS TO DEVELOP AN INTEGRATED STRATEGY WITH A SET OF SPECIFIC POLICY PROPOSALS FOR OVERCOMING THE UNITED STATES' STAGNANT WAGES, ERODED TRADABLE GOODS CAPACITY, DEBT-LED CONSUMPTION, AND DETERIORATING PUBLIC INFRASTRUCTURE; AND FOR PROMOTING WIDESPREAD GROWTH AND PROSPERITY.THE ENERGY INITIATIVE - THE ENERGY INITIATIVE IS FOCUSED ON BUILDING A MORE COMPLEX PUBLIC AND POLICY UNDERSTANDING OF THE IMPACT OF GAS PRICES AND TRANSIT COSTS ON THE MIDDLE CLASS AS A BIPARTISAN PATH TO FINDING SOLUTIONS THAT ADDRESS ENERGY SECURITY AND ENVIRONMENTAL CONCERNS WHILE INCREASING FAMILY DISPOSABLE INCOME.FISCAL POLICY PROGRAM - THE PURPOSE OF THE FISCAL POLICY PROGRAM IS TO REFRAME THE NATIONAL DEBATE AND PUT FORTH CONCRETE REFORM PROPOSALS IN ORDER TO PAVE THE WAY FOR A TAX SYSTEM THAT IS SIMULTANEOUSLY MORE FAIR AND EFFICIENT, AND PROMOTING A BUDGET THAT BETTER SERVES OUR MOST IMPORTANT NATIONAL PRIORITIES. 2682293 INTERNATIONAL POLICY PROGRAMS:AMERICAN STRATEGY PROGRAM - THE PURPOSE OF THE AMERICAN STRATEGY PROGRAM IS TO PROMOTE A NEW INTERNATIONALISM BY UPDATING WHAT IS BEST IN AMERICA'S FOREIGN POLICY TRADITION FOR THE 21ST CENTURY.GLOBAL ASSETS PROJECT - THE GLOBAL ASSETS PROJECT WORKS TO CREATE AND ADVANCE INNOVATIVE TOOLS AND POLICIES THAT BUILD SAVINGS AND ASSETS FOR POOR, LOW- AND MODERATE-INCOME PERSONS AROUND THE WORLD.MARKETS, ENTERPRISE, AND RESILIENCE INITIATIVE - THE MARKETS, ENTERPRISE AND RESILIENCE INITIATIVE OF THE NEW AMERICA FOUNDATION PROMOTES GREATER AWARENESS OF THE POLITICAL AND ECONOMIC DANGERS OF EXTREME CONSOLIDATION, IDENTIFIES THE CHANGES IN POLICY AND LAW THAT CLEARED THE WAY FOR SUCH CONSOLIDATION, AND FOSTERS DISCUSSIONS OF POTENTIAL COURSES OF ACTION TO RE-ESTABLISH AMERICA'S POLITICAL ECONOMY ON A MORE STABLE AND FAIR FOUNDATION.MIDDLE EAST TASK FORCE - THE MIDDLE EAST TASK FORCE SEEKS TO INFORM AND DEEPEN THE DEBATE ON AMERICAN POLICY TOWARD THE MIDDLE EAST AND NORTH AFRICA; AND TO EXAMINE THE DYNAMICS AND IMPLICATIONS OF A CHANGING MIDDLE EAST FOR U.S. INTERESTS AND POLICIES.NATIONAL SECURITY STUDIES PROGRAM - THE MISSION OF THE NATIONAL SECURITY STUDIES PROGRAM IS TO EXAMINE AMERICA'S MOST PRESSING STRATEGIC CHALLENGES USING AN INNOVATIVE BLEND OF OPEN-SOURCE RESEARCH AND ANALYSIS TO GIVE POLICY MAKERS AND THE PUBLIC THE INSIGHT, FORESIGHT, AND ALTERNATIVES NECESSARY TO SECURE THE NATIONAL INTEREST. 2162866 FELLOWS PROGRAMS:BERNARD L. SCHWARTZ FELLOWS PROGRAM - THE PURPOSE OF THE BERNARD L. SCHWARTZ FELLOWS PROGRAM IS TO SUPPORT A NEW GENERATION OF ASPIRING PUBLIC INTELLECTUALS. TOWARD THIS END, NEW AMERICA PROVIDES ECONOMIC, PROFESSIONAL, AND INTELLECTUAL SUPPORT TO EXCEPTIONALLY PROMISING WRITERS, THINKERS, AND ANALYSTS WHO WISH TO ESTABLISH THEMSELVES AS LEADING VOICES IN THE NATIONAL POLICY DEBATE. 4845159 14310972 1 1 0 1 0 0 0 0 1 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 164 0 1 143 1 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 1 0 CA X X THE ORGANIZATION 2029862700 1899 L STREET NW SUITE 400 WASHINGTON DC 20036 ERIC SCHMIDT 1.00 X X 0 0 0 LIAQUAT AHAMED 1.00 X X 0 0 0 KATI MARTON 1.00 X X 0 0 0 R BOYKIN CURRY 1.00 X 0 0 0 JAMES FALLOWS 1.00 X 0 0 0 FRANCIS FUKUYAMA 1.00 X 0 0 0 RITA E HAUSER 1.00 X 0 0 0 WALTER RUSSELL MEAD 1.00 X 0 0 0 ATUL A GAWANDE MD MPH 1.00 X 0 0 0 WILLIAM W GERRITY 1.00 X 0 0 0 TED HALSTEAD 1.00 X 0 0 0 NOOSHEEN HASHEMI 1.00 X 0 0 0 LAURENE POWELL JOBS 1.00 X 0 0 0 ZACHARY KARABELL 1.00 X 0 0 0 JEFFREY LEONARD 1.00 X 0 0 0 DAVID G BRADLEY 1.00 X 0 0 0 LENNY MENDONCA 1.00 X 0 0 0 BERNARD L SCHWARTZ 1.00 X 0 0 0 LAURA D'ANDREA TYSON 1.00 X 0 0 0 DANIEL YERGIN 1.00 X 0 0 0 FAREED ZAKARIA 1.00 X 0 0 0 ANNE-MARIE SLAUGHTER 1.00 X 0 0 0 STEVE COLL 40.00 X 320815 0 42386 MAYA MACGUINEAS 40.00 X 205419 0 38186 SIMONE FRANK 40.00 X 176883 0 35186 SHERLE SCHWENNINGER 40.00 X 168807 0 25988 RACHEL WHITE 40.00 X 186542 0 36686 ANDRES MARTINEZ 40.00 X 163024 0 25088 1221490 0 203520 19 0 1 0 BRAINWAVETV LLC 321 PROSPECT AVE PRINCETON NJ 08540 CONSULTING FEES 204088 CAPITOL IMPACT LLC 1130 K STREET STE 250 SACRAMENTO CA 95814 PROJECT MGMT & CONSULTING 152800 DEVELOPMENT SEED 1714 14TH STREET NW WASHINGTON DC 20009 WEBSITE DEVELOPMENT 131650 MERCURY 437 MADISON AVE NEW YORK NY 10022 CONSULTING FEES 111650 STEPHEN G BLAKE 400 MORGAN LANE DIXON CA 95620 CONSULTING FEES 108000 4 563043 16171086 16734129 217820 217820 212920 0 212920 212920 212920 369 0 1792 369 -1792 -1423 -1423 FISCAL SPONSOR INCOME 900099 20941 20941 PUBLICATION SALES 900099 4104 4104 25045 17188491 25045 0 429317 363201 107474 156493 99234 7249529 6425508 600249 223772 592444 519282 52494 20668 662354 580559 58688 23107 537869 471447 47658 18764 40150 40150 21639 21639 2599216 2458667 140549 42472 39422 2878 172 451134 356036 87940 7158 1351066 984622 338387 28057 650108 578297 16656 55155 448858 330546 20001 98311 117408 117408 26535 26535 PUBLICATIONS AND SUBSCR 105500 80620 11028 13852 RETURN OF UNSPENT GRANT 78959 78959 STAFF RECRUITMENT 68711 2365 66346 MISCELLANEOUS 17101 5110 11560 431 1251908 -1310538 58630 15424254 14310972 465971 647311 556 12685675 12879962 1323942 3160191 37013 54574 26653 111013 525058 299768 333908 225290 74744 399166 14481935 16830752 525555 691441 86206 410478 517604 612026 1129365 1713945 X 4924037 4926614 8428533 10190193 13352570 15116807 14481935 16830752 1764237 0 X X 0 1 1 X 1 1 X 11146978 13741770 15201367 15373300 16734129 72197544 11146978 13741770 15201367 15373300 16734129 72197544 16789943 55407601 431630 451937 493857 460611 430740 2268775 2464 25045 27509 74493828 0.74380 0.64420 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: PUBLICATION SALES FISCAL SPONSOR INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 42280 42280 15381974 15424254 921213 230303 0 0 764646 931872 934778 921213 3552509 5328764 82172 68693 33893 42280 227038 190912 232968 233695 230303 887878 1331817 1 86206 554635 230363 410478 1 49306 49306 475752 299768 175984 225290 DEFERRED RENT 612026 612026 17188491 15424254 1764237 1764237 17188491 0 17188491 0 17188491 15424254 0 15424254 0 15424254 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE FOUNDATION RECOGNIZES THE EFFECTS OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BEING SUSTAINED. THE FOUNDATION DOES NOT BELIEVE ITS FINANCIAL STATEMENT INCLUDE ANY UNCERTAIN TAX POSITIONS. X X 0 0 0 0 0 0 0 0 0 STEVE COLL 270815 0 50000 0 0 0 29400 0 12986 0 363201 0 0 0 MAYA MACGUINEAS 175419 0 30000 0 0 0 25200 0 12986 0 243605 0 0 0 SIMONE FRANK 151883 0 25000 0 0 0 22200 0 12986 0 212069 0 0 0 SHERLE SCHWENNINGER 168807 0 0 0 0 0 20400 0 5588 0 194795 0 0 0 RACHEL WHITE 161542 0 25000 0 0 0 23700 0 12986 0 223228 0 0 0 ANDRES MARTINEZ 158024 0 5000 0 0 0 19500 0 5588 0 188112 0 0 0 WILLIAM W GERRITY BOARD MEMBER OF NEW AMERICA FOUNDATION 106782 THE FOUNDATION SUB LEASES OFFICE SPACE FOR ITS NEW YORK CITY OFFICE FROM MR. GERRITY WHO IS A PRIMARY ON THE LEASE. UNDER THE AGREEMENT THE FOUNDATION PAYS FOR RENT, IMPROVEMENTS, UTILITIES AND ADMINISTRATIVE ASSISTANCE. 0 NEW PROGRAM SERVICES FORM 990, PART III, LINE 2 THREE NEW PROGRAMS WERE ADDED: CALIFORNIA CIVIC INNOVATION, POSTSECONDARY NATIONAL POLICY INSTITUTE, AND MARKETS, RESILIENCE AND ENTERPRISE. THE OPEN TECHNOLOGY INSTITUTE EXPANDED SIGNIFICANTLY WITH THE ADDITION OF TWO PROJECTS FUNDED BY FEDERAL GRANTS; COMMOTION AND OPEN INTERNET TOOLS PROJECT. CHANGES IN PROGRAM SERVICES FORM 990, PART III, LINE 3 THE COUNTER-TERRORISM INITIATIVE WAS EXPANDED AND RENAMED THE NATIONAL SECURITY STUDIES PROGRAM. TWO PROGRAMS WERE DISCONTINUED DURING 2011 DUE TO LACK OF FUNDING: CALIFORNIA FELLOWS AND COLLEGE SAVINGS. TWO OTHER PROGRAMS WERE DISCONTINUED: CALIFORNIA EDUCATION AND ARMS AND SECURITY INITIATIVE. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY MANAGEMENT AND THE AUDIT COMMITTEE BEFORE IT IS SIGNED BY A MEMBER OF THE EXECUTIVE TEAM AND FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD OF DIRECTORS AND EMPLOYEES ARE REQUIRED TO FILL OUT AND SIGN A CONFLICT OF INTEREST FORM ANNUALLY TO DISCLOSE ANY ACTIVITES OR INTERESTS THAT COULD GIVE RISE TO CONFLICT. A MEMBER OF THE OPERATIONS TEAM MONITORS COMPLIANCE WITH THIS POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT'S COMPENSATION IS REVIEWED AND DETERMINED BY THE BOARD OF DIRECTORS ANNUALLY. ALL STAFF SALARIES ARE DETERMINED BY THE PRESIDENT AND OVERSEEN BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AND ON THE WEBSITE GUIDESTAR.ORG. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS AUDIT OVERSIGHT PROCESS OR PROCESS OF SELECTION OF AN INDEPENDENT ACCOUNTANT DURING THE TAX YEAR. THE COMMITTEE FOR A RESPONSIBLE FEDERAL BUDGET 1899 L STREET NW WASHINGTON DC 20036 521231278 TO EDUCATE THE PUBLIC AND CONGRESS ABOUT THE BUDGET PROCESS DC 501(C)(3) LINE 7 N/A 0 NATIVE PUBLIC MEDIA INC (TAX EXEMPT DETERMINATION PENDING) PO BOX 3955 FLAGSTAFF AZ 86003 800672072 TO PROMOTE HEALTHY, ENGAGED, INDEPENDENT NATIVE COMMUNITIES AZ 501(C)(3) LINE 9 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0