2023-11-14T08:37:01-06:00 2022-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2022-01-01 832050594 ECONOMIC SECURITY PROJECT ACTION INC ECON 7046342917 228 PARK AVE S PMB 32482 NEW YORK NY 10003 TAYLOR JO ISENBERG EXECUTIVE DIRECTOR 7046342917 2023-11-14 1 TAYLOR JO ISENBERG 999009999 0 RICHARD J LOCASTRO CPA P00288314 3019519090 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TAYLOR JO ISENBERG 228 PARK AVE S PMB 32482 NEW YORK NY 10003 3038345 0 X WWW.ECONOMICSECURITY.US X 2018 DE SEE PART III, LINE 1. 5 4 43 1 0 0 4366340 2920938 58000 0 8440 -19801 32000 0 4464780 2901137 1937275 275000 0 0 572109 899725 0 0 17147 1428697 1273937 3938081 2448662 526699 452475 2565044 3171252 123904 277637 2441140 2893615 WE CHALLENGE THE STATUS QUO BY CATALYZING IDEAS THAT BUILD ECONOMIC POWER FOR AMERICANS, THROUGH A GUARANTEED INCOME AND OUR CAMPAIGN FOR A COST-OF-LIVING REFUND, AND ANTI-MONOPOLY ACTION TO REIN IN THE CONCENTRATION OF CORPORATE POWER. 0 0 2254388 275000 ECONOMIC SECURITY PROJECT ACTION BELIEVES WE NEED TO BUILD AN ECONOMY THAT WORKS FOR EVERYONE. WE ARE WORKING TO END POVERTY AND REBUILD THE MIDDLE CLASS, CHIEFLY THROUGH OUR CAMPAIGN FOR A COST-OF-LIVING REFUND, AS WELL AS OTHER WORK AROUND CASH FOR THOSE STRUGGLING IN THIS ECONOMY. 2254388 0 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 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 1 17 0 1 43 1 0 0 0 0 0 0 0 0 X 5 4 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 0 NY X SERGE HYACINTHE 7046342917 228 PARK AVE S PMB 32482 NEW YORK NY 10003 X NATALIE FOSTER SEE SCHED O PRESIDENT 4.00 36.00 X X 0 281983 2540 DORIAN WARREN SECRETARY 1.00 1.00 X X 0 39100 0 CHRISTOPHER HUGHES TREASURER 1.00 1.00 X X 0 0 0 AISHA NYANDORO MEMBER 1.00 1.00 X 0 0 0 FELICIA WONG MEMBER 1.00 1.00 X 0 0 0 TAYLOR JO ISENBERG EXECUTIVE DIRECTOR 4.00 36.00 X 0 199048 10902 ADAM RUBEN CAMPAIGNS DIRECTOR 26.00 14.00 X 0 229680 29172 ANNA C AURILIO FEDERAL CAMPAIGN DIRECTOR 4.00 36.00 X 0 192788 39388 TERESA OLLE CALIFORNIA CAMPAIGN DIRECTOR 10.00 30.00 X 0 158508 37325 PEDRO MORILLAS STATE CAMPAIGNS DIRECTOR 11.00 29.00 X 0 148128 27744 GUEN HAN DIRECTOR OF RESOURCES & EVALUATION 4.00 36.00 X 0 146381 14230 0 1395616 161301 0 0 1 0 BULLY PULPIT INTERACTIVE LLC 1445 NEW YORK AVE NW FL 5 WASHINGTON DC 20005 STRATEGIC DEVELOPMENT 162000 PIONEER PUBLIC AFFAIRS LLC 1659 C STREET SOUTHEAST WASHINGTON DC 20003 POLICY ADVISOR 150000 THREE POINT MEDIA LLC 290 BROADWAY STE 120 METHUEN MA 01844 ADVERTISING 135822 FEDERAL HALL POLICY ADVISORS LLC 1455 PENNSYLVANIA AVE NW WASHINGTON DC 20004 POLICY ADVISOR 120000 4 2920938 95938 2920938 190 190 117217 137208 -19991 -19991 -19991 2901137 0 0 -19801 X 275000 275000 54903 30197 22079 2627 680060 661334 9883 8843 19081 17953 830 298 90635 85279 3942 1414 55046 51792 2395 859 21408 573 20835 93280 2495 90785 15500 15500 757324 757324 341411 341411 568 568 4867 4292 575 2579 288 2291 10869 276 10593 DUES AND SUBSCRIPTIONS 24052 8666 12304 3082 PAYROLL FEES 1515 1426 65 24 GIFTS AND HONORARIA 564 14 550 2448662 2254388 177127 17147 2511419 250103 41370 2237801 675000 12110 8348 145 0 2565044 3171252 85044 178140 10000 38860 89497 123904 277637 X 1135873 1662860 1305267 1230755 2441140 2893615 2565044 3171252 452475 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10549 0 10549 0 10549 1 PART I-A, LINE 1: TO PROMOTE CHILD TAX CREDIT. 0 DUE TO ESP, INC. 89497 89497 X 2901137 0 2901137 0 2901137 2448662 0 2448662 0 2448662 PART X, LINE 2: THE ORGANIZATION RECOGNIZES THE TAX BENEFIT FORM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO INCOME TAX MATTERS IN MANAGEMENT AND GENERAL. THE ORGANIZATION HAS NO UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2022 OR 2021. THE ORGANIZATION FILES AN EXEMPT ORGANIZATION RETURN IN THE U.S. FEDERAL JURISDICTION. 1 BOSTON MEDICAL CENTER CORPORATION OBO CHILDRENS HEALTHWATCH 801 ALBANY STREET BOSTON MA 02119 043314093 501(C)3 10000 0 MASSACHUSETTS GOALS: FIGHT FOR THE FUTURE INC PO BOX 55071 PMB 95005 BOSTON MA 02205 453951426 501(C)4 10000 0 FIGHT FOR THE FUTURE SEEKS FUNDING IN ORDER TO TAKE ON A RAPID-RESPONSE "CAMPAIGN SPRINT," WITH THE GOAL OF PASSING THE PACKAGE OF ANTITRUST BILLS TARGETING BIG TECH THROUGH THE HOUSE AND SENATE THIS YEAR. ILLINOIS IMMIGRANT ACTION 228 S WABASH SUITE 800 CHICAGO IL 60604 263187498 501(C)3 12500 0 ILLINOIS GOALS: GET MOCS TO PUBLICLY SAY THEY WON'T VOTE FOR ANY CORPORATE TAX BREAKS IN A TAX PACKAGE UNLESS THE CTC IS IN THERE TOO. HOLD DISTRICT MEETINGS, IDEALLY WITH A PARENT AND ONE OR TWO OTHER IN-STATE ADVOCACY ORGS. COORDINATE GROUPS TO SIGN ON TO COALITION LETTER HOLD ONE PRESS CONFERENCE OR OTHER LOCAL MEDIA EVENT, IDEALLY FEATURING ONE OR MORE MEMBERS OF CONGRESS PRAISING THE CTC AND IDEALLY REPEATING OUR LINE IN THE SAND CONSTITUENT COMMUNICATION DIRECTED AT MOCS (CALLS, EMAILS, SOCIAL MEDIA, ETC.) DIRECT CANDIDATE ENGAGEMENT IN PUBLIC WHERE/ WHEN POSSIBLE (I.E. BIRDDOGGING) NEW YORK COMMUNITIES FOR CHANGE 470 VANDERBILT AVENUE 9TH FLOOR BROOKLYN NY 11238 271359103 501(C)3 20000 0 OUR GOAL IS TO PASS THE 21ST CENTURY ANTI-TRUST ACT THROUGH THE NY STATE LEGISLATURE. THIS WOULD MAKE NEW YORK THE LEADER PLAYING AN INFLUENTIAL ROLE IN HELPING CREATE PRESSURE ON THE FEDERAL GOVERNMENT AND OTHER STATES TO STRENGTHEN THEIR OWN ANTITRUST LAWS. OUR REVOLUTION PO BOX 66208 WASHINGTON DC 20035 813260391 501(C)3 25000 0 WE ARE REQUESTING THE RESOURCES NECESSARY TO TAKE OUR WORK TO THE NEXT LEVEL. SIGNIFICANTLY, OUR REVOLUTION HAS A PROGRESSIVE ACTIVIST & VOTER DATABASE OF NEARLY 10 MILLION CONTACTS AROUND THE COUNTRY, INCLUDING A LARGE CONCENTRATION IN THE KEY STATES OF CALIFORNIA AND WASHINGTON. WITH THIS GRANT, OUR REVOLUTION WILL BE ABLE TO MOBILIZE OUR MEMBERS AND STRATEGICALLY ENGAGE THEM IN THE CAMPAIGN. P STREET 1629 K STREET NW SUITE 300 WASHINGTON DC 20009 273204744 501(C)3 27500 0 CHILD TAX CREDIT: ONGOING INTEL ABOUT THE STATE OF PLAY OF OVERALL NEGOTIATIONS, INCLUDING ANYTHING WE GLEAN ABOUTCTC. THESE WILL RIDE THE WAVE OF EXISTING MEETINGS WE SET UP ON MULTIPLE ISSUES INCLUDING WITH OFFICES LIKE SCHUMER, WYDEN, WH, HOUSE LEADERSHIP, ETC. IF THERE ARE ANY STRATEGIC OPENINGS, BASED ON INTEL, FLAG THEM. START FEEDING THE IDEA THAT CTC IS A SMART CAMPAIGN ISSUE, TACKED ON TO EXISTING CONVERSATIONS AND A COUPLE HIGH-IMPACT SURGICAL MEETINGS. AND FEEDBACK ON MESSAGING AND FRAMING AROUND CTC. DEFENSIVE WORK SHORING UP PROGRESSIVES TO KEEP BUSINESS R&D OUT OF ANY PACKAGE UNLESS CTC IS ALSO INCLUDED THIS WILL ALSO BE TACKED ONTO EXISTING MEETINGS + EMAIL OUTREACH. IF THERE ARE ANY RIPE QUESTIONS ON CTC/EITC IMPLEMENTATION WE CAN TACK ON TO ADMINISTRATION MEETINGS, WE WILL DO THAT. THIS COULD INCLUDE HOW TO EXECUTE AN EXPERIMENT ON OUTREACH TO NONFILERS TO HELP THEM CLAIM THE CTC THE TECH OVERSIGHT PROJECT 5337 5TH STREET NORTHWEST WASHINGTON DC 20011 874209086 501(C)3 120000 0 THE OBJECTIVE OF THE TECH OVERSIGHT PROJECT (TOP) IS TO INFLUENCE PUBLIC DIALOGUE AND LAWMAKERS' POSITIONS AND ACTIONS DURING THE ONGOING DEBATE OVER ANTITRUST AND COMPETITION POLICIES, IN ORDER TO HAVE MEANINGFUL ANTITRUST LEGISLATION PASSED DURING THE SECOND SESSION OF THE 117TH CONGRESS. TOP WILL COMPLEMENT, AMPLIFY, AND ACCELERATE THE WORK DONE BY THE MANY PUBLIC AND PRIVATE STAKEHOLDERS OF THE ANTI-MONOPOLY SPACE. 6 1 PART I, LINE 2: TO MONITOR THE USE OF OUTGOING GRANTS, ESPA REQUIRES AN INTERIM AND/OR FINAL REPORT DUE ONE MONTH AFTER THE GRANT PERIOD ENDS. THIS REPORT MUST INCLUDE: - A DETAILED EXPLANATION OF THE PROJECT'S GOALS, OBJECTIVES AND RESULTS ACHIEVED - A FINANCIAL REPORT DETAILING FINAL ACCOUNTING OF BUDGETED VS. ACTUAL EXPENDITURES OF ALL GRANT FUNDING, INCLUDING THE ENTIRE PROJECT BUDGET AND ALL SOURCES OF REVENUE AND EXPENDITURES - A LIST OF ALL INTELLECTUAL PROPERTY AND ASSETS PURCHASED WITH THE GRANT NAME OF ORGANIZATION OR GOVERNMENT: UNITED STATES PUBLIC INTEREST RESEARCH GROUP, INC. (H) PURPOSE OF GRANT OR ASSISTANCE CONTINUED: BUILDING OFF OF A YEAR OF EXTENSIVE RIGHT TO REPAIR ORGANIZING IN THE FIELD OF MEDICAL EQUIPMENT -- INCLUDING BUILDING A NETWORK OF MORE THAN 500 FRONTLINE MEDICAL REPAIR WORKERS -- WE HAVE REACHED A CLIMAX POINT IN OUR WORK IN CALIFORNIA. OUR MEDICAL RIGHT TO REPAIR BILL (SENATE BILL 605) HAS PASSED TWO SENATE COMMITTEES WITHIN CALIFORNIA WITHOUT A SINGLE OPPOSING VOTE (11-0 IN HEALTH AND 9-0 IN JUDICIARY). NOW, THE MANUFACTURERS ARE COMING DOWN HARD RIGHT IN THE STATE, AND MAKING THEIR PLAY WITH LEADERSHIP. WE ARE SEEKING EMERGENCY FUNDING TO DO PATCH THROUGH CALLS TO SENATORS, ESPECIALLY LEADERSHIP AND THE MEMBERS OF THE APPROPRIATIONS COMMITTEE. FUNDING WILL BE USED DIRECTLY TO PAY FOR CALLERS TO RUN A PATCH-THROUGH OPERATION TARGETING THE CALIFORNIA STATE SENATE. 0 0 0 0 0 0 0 0 0 NATALIE FOSTER SEE SCHED O PRESIDENT 0 281983 0 0 0 0 0 1071 0 1469 0 284523 0 0 ADAM RUBEN CAMPAIGNS DIRECTOR 0 229680 0 0 0 0 0 6891 0 22281 0 258852 0 0 ANNA C AURILIO FEDERAL CAMPAIGN DIRECTOR 0 192788 0 0 0 0 0 5910 0 33478 0 232176 0 0 TAYLOR JO ISENBERG EXECUTIVE DIRECTOR 0 199048 0 0 0 0 0 5973 0 4929 0 209950 0 0 TERESA OLLE CALIFORNIA CAMPAIGN DIRECTOR 0 158508 0 0 0 0 0 3847 0 33478 0 195833 0 0 PEDRO MORILLAS STATE CAMPAIGNS DIRECTOR 0 148128 0 0 0 0 0 4262 0 23482 0 175872 0 0 GUEN HAN DIRECTOR OF RESOURCES & EVALUATION 0 146381 0 0 0 0 0 3126 0 11104 0 160611 0 0 PART I, LINE 3 ESPA, INC. RELIES ON A RELATED ORGANIZATION, ESP TO DETERMINE COMPENSATION OF ITS OFFICERS. THE FOLLOWING METHODS WERE USED TO DETERMINE COMPENSATION: COMPENSATION SURVEY AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. X 1 95938 FMV 0 0 0 PART I, COLUMN (B): THE AMOUNT IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS RECIEVED. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ONE CLASS OF MEMBERS, CONSISTING OF THE INITIAL MEMBER AND OTHERS WHO ARE ADMITTED AS MEMBERS BY ACTION OF THE MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS, ACTING ALONE AND WITHOUT THE ACTION OF THE BOARD, HAVE THE SOLE AUTHORITY TO APPOINT, AND REMOVE WITHOUT CAUSE, DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS HAVE THE SOLE AUTHORITY TO APPOINT, AND REMOVE WITHOUT CAUSE, OFFICERS AND KEY PERSONNEL, APPROVE CHANGES TO THE MISSION OR PURPOSES OF THE CORPORATION, APPROVE AMENDMENT TO THE CORPORATION'S CERTIFICATE OF INCORPORATION AND BYLAWS, APPROVE ANY MERGER, CONSOLIDATION, MEMBERSHIP EXCHANGE, CONVERSION, DOMESTICATION, DISSOLUTION, OR OTHER CHANGE TO THE STRUCTURE OF THE CORPORATION. THEY ALSO HAVE THE SOLE AUTHORITY TO APPROVE THE TRANSFER OR SALE OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION, APPROVE THE ANNUAL BUDGET OF THE CORPORATION, APPROVE THE INCURRENCE OF ANY INDEBTEDNESS BY THE CORPORATION OUTSIDE THE ORDINARY COURSE OF BUSINESS, APPROVE RETAINING LEGAL COUNSEL AND FILING SUIT AGAINST THE GOVERNMENT OR SPECIFIED THIRD PARTIES. LASTLY, THEY HAVE THE SOLE AUTHORITY TO APPROVE CONFLICT OF INTEREST TRANSACTIONS BETWEEN THE CORPORATION AND A DIRECTOR OR OFFICER, AND APPROVE ANY KEY DECISIONS OR CONTRACTUAL ARRANGEMENTS THAT MAY AFFECT THE REPUTATION OR VIABILITY OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DID NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY OUTSIDE ACCOUNTANTS AND REVIEWED BY THE TREASURER AND OUTSIDE COUNSEL. THE FINAL COPY OF THE RETURN WAS PROVIDED TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS MEMBERS, DIRECTORS, OFFICERS, AND KEY EMPLOYEES OF THE CORPORATION ("COVERED PERSONS"). A COPY OF THE CONFLICT OF INTEREST POLICY MUST BE FURNISHED ANNUALLY TO EACH COVERED PERSON. EACH COVERED PERSON ANNUALLY SIGNS A STATEMENT THAT AFFIRMS THAT HE OR SHE HAS RECEIVED A COPY OF THIS POLICY, HAS READ AND UNDERSTANDS THE POLICY, AND HAS AGREED TO COMPLY WITH THIS POLICY. COVERED PERSONS MUST ANNUALLY FILES A STATEMENT WITH THE BOARD OF DIRECTORS THAT LISTS ANY OUTSIDE EMPLOYMENT OR CONSULTING WORK OR ANY BOARD MEMBERSHIP OR AFFILIATION WITH OTHER ORGANIZATIONS THAT COULD CONSTITUTE A CONFLICT, ALONG WITH A LISTING OF SIGNIFICANT INVESTMENTS OWNED AS DEFINED IN THE POLICY. ALL MATERIAL FACTS CONCERNING ANY SITUATION THAT MIGHT BE VIEWED AS A CONFLICT IS DISCLOSED TO THE BOARD OF DIRECTORS BY THE COVERED PERSON CONCERNED. NO COVERED PERSON MAY BE PRESENT FOR A VOTE BY THE BOARD OF DIRECTORS ON ANY DECISION OR ACTION BY THE CORPORATION THAT WOULD DIRECTLY OR INDIRECTLY BENEFIT THAT PERSON, ALTHOUGH THAT PERSON MAY ANSWER QUESTIONS OR RESPOND TO REQUESTS FOR FACTUAL INFORMATION NEEDED FOR THE BOARD TO MAKE AN INFORMED DECISION. THE BOARD MAY NOT APPROVE ANY TRANSACTION IN WHICH A COVERED PERSON HAS A MATERIAL FINANCIAL INTEREST. THE MINUTES OF ANY BOARD MEETING AT WHICH DISCUSSIONS OF POTENTIAL CONFLICTED TRANSACTIONS TAKE PLACE REFLECTS IN DETAIL THE DELIBERATIONS AND VOTING PROCESS RELATED TO SUCH TRANSACTIONS. FORM 990, PART VI, SECTION B, LINE 15A ESPA, INC. RELIES ON A RELATED ORGANIZATION, ESP TO DETERMINE COMPENSATION OF ITS OFFICERS. THE FOLLOWING METHODS WERE USED TO DETERMINE COMPENSATION: COMPENSATION SURVEY AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. THE LAST COMPENSATION REVIEW TOOK PLACE IN MARCH 2022. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST WHEN REQUIRED BY FEDERAL OR STATE LAW. FORM 990, PART VII, SECTION A, BOARD MEMBER COMPENSATION: NATALIE FOSTER RECEIVED COMPENSATION FOR STRATEGIC CONSULTING SERVICES. THESE SERVICES WERE UNRELATED TO THEIR BOARD MEMBER DUTIES. FORM 990, PART IX, LINE 11G POLLING CONSULTANTS: PROGRAM SERVICE EXPENSES 3,800. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,800. CONSULTING FEES: PROGRAM SERVICE EXPENSES 735,524. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 735,524. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 18,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,000. ECONOMIC SECURITY PROJECT INC 51 EAST 12TH STREET2ND FLOOR NEW YORK NY 10003 853888872 RESEARCH DE 501(C)(3) LINE 7 ECONOMIC SECURITY PROJECT ACTION INC 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 ECONOMIC SECURITY PROJECT INC E 89497 ACTUAL ECONOMIC SECURITY PROJECT INC O 54904 ACTUAL