2023-11-13T06:46:53-06:00 2022-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2022-01-01 132690182 AMERICAN PRESS INSTITUTE INC AMER 5713661140 4401 N FAIRFAX DRIVE 300 ARLINGTON VA 22203 ROBERT WALDEN CFO 5713661140 2023-11-13 1 ROBERT WALDEN 999009999 0 RICHARD J LOCASTRO CPA P00288314 3019519090 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DAVID CHAVERN 4401 N FAIRFAX DRIVE 300 ARLINGTON VA 22203 6637596 0 X WWW.AMERICANPRESSINSTITUTE.ORG X 1946 VA TO BE THE TRUSTED SOURCE FOR CAREER & LEADERSHIP DEV. FOR THE NEWSMEDIA INDUSTRY IN N. AMERICA. 12 12 0 12 0 0 1534144 2394941 389243 472274 3336569 1123214 0 0 5259956 3990429 80000 671000 0 0 2058215 2426243 0 0 0 2742857 2698683 4881072 5795926 378884 -1805497 55812695 44203942 1549094 1341437 54263601 42862505 X AMERICAN PRESS INSTITUTE ACTS AS A SCOUT ON THE FRONTIER OF TECHNOLOGY AND AUDIENCE BEHAVIOR TO IDENTIFY WHERE CHANGE IS OCCURRING AND HELPS NEWS ORGANIZATIONS LEARN HOW TO IMPLEMENT AND SCALE THAT CHANGE SUCCESSFULLY SO THEY HAVE A SUSTAINABLE FUTURE. 0 0 739455 2000 TABLE STAKES: TABLE STAKES IS A YEARS-LONG INNOVATIVE LEARNING PROGRAM FACILITATED BY API THAT HELPS NEWS ORGANIZATIONS TRANSFORM THEIR JOURNALISM AND BUSINESS THROUGH INTENSIVE CHANGE-MANAGEMENT TRAINING FOR NEWS LEADERS. 606221 300 424199 METRICS FOR NEWS (AKA CONTENT STRATEGY): API'S PROPRIETARY PROGRAM THAT HELPS PUBLISHERS BUILD AN EMPIRICAL, DATA-INFORMED NEWS STRATEGY THROUGH CUSTOM-BUILT CONTENT ANALYSIS SOFTWARE, NEW JOURNALISM METRICS AND INNOVATIVE AUDIENCE SURVEYS. 444107 422600 ELECTION SOS PROJECT: TO PROVIDE SUPPORT TO NEWSROOMS AND JOURNALISTS TO ENHANCE THEIR CAPABILITIES FOR COVERING ELECTIONS. THE SUPPORT INCLUDES 1) TRAINING TO HELP NEWSROOM DEVELOP AUDIENCE-CENTRIC STRATEGIES FOR ELECTION REPORTING AND SHARE INSIGHTS PUBLICLY ABOUT THE WORK, 2) ASSISTANCE FOR COVERING COVID-19 RELATED VOTING ACCESS AND SAFETY AND REPORTING THE RESULTS THROUGHOUT THE ELECTION CYCLE AND 3) BUILDING TRUST AND TRANSPARENCY WITH AUDIENCES BY COVERING ELECTION SECURITY THREATS AND MISINFORMATION. 42418 READER REVENUE 3203 EDUCATIONAL PROGRAMS & SUMMITS 150000 2500 NEW PLURALIST 53629 8000 PUBLISHERS OF COLOR 196010 61000 BEYOND PRINT 193022 14375 DIVERSITY 113245 PITTSBURGH DEIB 186600 174600 ELECTION COVERAGE INITIATIVE 285336 23700 TRUSTING NEWS 557192 10000 RESEARCH & OTHER PROGRAMS 1780655 246100 48075 3570438 1 1 0 0 0 0 0 0 0 0 1 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 0 0 0 0 0 1 0 1 0 1 62 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 VA X ROBERT WALDEN 5713661140 4401 N FAIRFAX DRIVE 300 ARLINGTON VA 22203 KEVIN D MOWBRAY CHAIRMAN 1.00 1.00 X X 0 0 0 MARK E ALDMAN MEMBER 1.00 0.00 X 0 0 0 JAMES MARK BRADY MEMBER 1.00 0.00 X 0 0 0 PAULETTE BROWN-HINDS MEMBER 1.00 0.00 X 0 0 0 MARK G CONTRERAS MEMBER 1.00 0.00 X 0 0 0 CRAIG FORMAN MEMBER 1.00 0.00 X 0 0 0 MICHAEL J KLINGENSMITH MEMBER 1.00 1.00 X 0 0 0 ALEXANDRIA MACCALLUM MEMBER 1.00 0.00 X 0 0 0 NICCO MELE MEMBER 1.00 0.00 X 0 0 0 DOUG MITCHELL MEMBER 1.00 0.00 X 0 0 0 MARK W NEWHOUSE MEMBER 1.00 1.00 X 0 0 0 AMANDA ZAMORA MEMBER 1.00 0.00 X 0 0 0 DAVID CHAVERN PRESIDENT & CEO 15.00 25.00 X 0 1083671 74108 MICHAEL BOLDEN EXECUTIVE DIRECTOR (FROM 2/2022) 40.00 0.00 X 0 612331 37924 ROBERT WALDEN CFO 15.00 25.00 X 0 436211 26438 GWENDOLYN VARGO DIRECTOR OF READER 40.00 0.00 X 0 181153 25354 EMILY RISTOW SENIOR DIRECTOR 40.00 0.00 X 0 147678 18939 LETRELL CRITTENDEN DIR, INCLUSION & AUDIENCE GROWTH 40.00 0.00 X 0 133393 13620 ELIZABETH WORTHINGTON SENIOR DIRECTOR 40.00 0.00 X 0 123119 23076 KEVIN LOKER DIR, PROGRAM OPS. & PARTNERSHIPS 40.00 0.00 X 0 114428 29006 0 2831984 248465 9 0 1 0 LYNN WALSH 4933 BRIGHTON AVE SAN DIEGO CA 92107 CONSULTING 141089 MAYER MEDIA STRATEGY 4147 WESTMINSTER DRIVE SARASOTA FL 34241 CONSULTING 138877 NORC AT THE UNIVERSITY OF CHICAGO PO BOX 772327 DETROIT MI 48277 RESEACH CONSULTING 132000 3 2394941 2394941 PROGRAM FEES 900099 446214 446214 ADVISORY SERVICES 900099 26060 26060 472274 1069086 1069086 2701295 2647167 54128 54128 54128 3990429 472274 0 1123214 X 671000 671000 650254 520204 130050 1467267 636962 830305 74109 34251 39858 118830 60503 58327 115783 62737 53046 477 477 27336 18514 8822 151295 151295 1339216 1321970 17246 10574 8461 2113 15756 8920 6836 37130 29709 7421 9052 7243 1809 118531 114246 4285 42155 38680 3475 872 872 INSTITUTIONAL OVERHEAD 900000 900000 SUBSCRIPTIONS 26430 21148 5282 ASSOCIATION DUES 13079 10465 2614 GIFTS 6780 5425 1355 5795926 3570438 2225488 0 544984 264795 596165 161838 155147 162392 29834 38809 2616 2325 1163 291 54485402 43575817 55812695 44203942 109284 77023 1167725 936049 272085 328365 1549094 1341437 X 54263601 42440526 421979 54263601 42862505 55812695 44203942 -1805497 -9595599 0 X 0 1 X 1 0 X X X 1 NEWS MEDIA ALLIANCE 130433220 10 1 900000 0 1 900000 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, PART IV, SECTION A, LINE 3B: THE SUPPORTED ORGANIZATION, NMA, IS A TAX EXEMPT ORGANIZATION DESCRIBED IN SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. API PERFORMS AN ANNUAL PRO-FORMA CALCULATION THAT ITS SUPPORTED ORGANIZATION MEETS THE PUBLIC SUPPORT TEST OF 509(A)(2). FOR EACH OF THE FOUR PRIOR YEARS, THE IRC 509(A)(2) CALCULATION YIELDED A PUBLIC SUPPORT PERCENTAGE IN EXCESS OF 75%. API MAINTAINS A COPY OF THE PRO-FORMA CALCULATION. SCHEDULE A, PART IV, SECTION A, LINE 3C: API DID NOT PROVIDE ANY DIRECT FINANCIAL SUPPORT TO NMA IN TAX YEAR 2022. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2616 2325 291 291 DUE TO AFFILIATE 307315 DEFERRED COMPENSATION LIABILITY 21050 328365 X -5756465 -9595599 -9595599 3839134 151295 151295 3990429 5644631 0 5644631 151295 151295 5795926 PART X, LINE 2: FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021, API HAS DOCUMENTED ITS CONSIDERATION OF FASB ACCOUNTING STANDARDS CODIFICATION (ASC) 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 1 HEARKEN 2045 W GRAND AVE STE B PMB CHICAGO IL 60612 473095922 OTHER 410600 0 ENGAGED ELECTION URL MEDIA HOLDINGS INC 34-16 86TH STREET JACKSON HEIGHTS NY 11372 862590900 OTHER 36500 0 ELECTION COVERAGE SEATTLE TIMES COMPANY 100 DENNY WAY SEATTLE WA 98109 910403890 OTHER 15000 0 BEYOND PRINT CHALLENGE FUND COX ENTERPRISES INC 6205-A PEACHTREE DUNWOODY ROAD CP-14 ATLANTA GA 30328 581035149 OTHER 15000 0 BEYOND PRINT CHALLENGE FUND THE PHILADELPHIA INQUIRER LLC 801 MARKET STREET SUITE 300 PHILADELPHIA PA 19107 272937767 OTHER 15000 0 BEYOND PRINT CHALLENGE FUND PHOENIX NEWSPAPERS INC 200 VAN BUREN PHOENIX AZ 85004 860937658 OTHER 15000 0 BEYOND PRINT CHALLENGE FUND 0 6 PART I, LINE 2: PROGRESS AND STATUS REPORTS ARE MADE AVAILABLE DURING THE TERM OF THE GRANT AS REQUESTED BY THE ORGANIZATION. A FINAL REPORT, BOTH NARRATIVE AND FINANCIAL IS PROVIDED AT THE END OF THE GRANT TERM. X 1 1 X X X X X 0 0 0 0 0 0 0 1 0 DAVID CHAVERN PRESIDENT & CEO 0 838171 0 225000 0 20500 0 22875 0 51233 0 1157779 0 0 MICHAEL BOLDEN EXECUTIVE DIRECTOR (FROM 2/2022) 0 475320 0 22724 0 114287 0 22875 0 15049 0 650255 0 0 ROBERT WALDEN CFO 0 385711 0 30000 0 20500 0 22875 0 3563 0 462649 0 0 GWENDOLYN VARGO DIRECTOR OF READER 0 172653 0 8500 0 0 0 12402 0 12952 0 206507 0 0 EMILY RISTOW SENIOR DIRECTOR 0 140178 0 7500 0 0 0 9853 0 9086 0 166617 0 0 PART I, LINE 1A MICHAEL BOLDEN, EXECUTIVE DIRECTOR, RECEIVED GROSS-UP PAYMENTS ON TAXABLE RELOCATION COSTS. GROSS-UP PAYMENTS TOTALED $28,027. PART I, LINE 7 THE FOLLOWING EMPLOYEES REPORTED IN FORM 990, PART VII, SECTION A RECEIVED BONUS COMPENSATION: - DAVID CHAVERN $225,000 - ROBERT WALDEN $30,000 - MICHAEL BOLDEN $116,511 - GWENDOLYN VARGO $8,500 - EMILY RISTOW $7,500 - LETRELL CRITTENDEN $7,500 - ELIZABETH WORTHINGTON $7,000 - KEVIN LOKER $8,000 FORM 990, PART VI, SECTION B, LINE 11B THE PREPARATION OF THE IRS FORM 990 IS COMPLETED IN CONJUNCTION WITH AN INDEPENDENT PUBLIC ACCOUNTING FIRM. THE DRAFT IS REVIEWED BY SENIOR MANAGEMENT PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST STATEMENT IS SENT TO EMPLOYEES AND BOARD MEMBERS EACH YEAR. THE DIRECTOR FOR ADMINISTRATION AND FACILITIES MONITORS AND RECEIVES THE SIGNED CONFLICT OF INTEREST STATEMENT AND REPORTS ANY EXCEPTIONS REPORTED TO THE PRESIDENT AND VP. IF A BOARD MEMBER BECOMES AWARE OF A CONFLICT OF INTEREST HE/SHE WOULD RECUSE THEMSELVES FROM VOTING AND DELIBERATIONS ON THE MATTER. IF AN EMPLOYEE IS UNSURE OR BECOMES PERSONALLY INVOLVED IN ANY SITUATION THAT MAY VIOLATE THE REQUIREMENT AND SPIRIT OF THE CONFLICT OF INTEREST POLICY, HE OR SHE CONTACTS API'S PRESIDENT AND EXECUTIVE DIRECTOR. SIMILARLY, IF ONE BECOMES AWARE OF SITUATIONS AMONG HIS OR HER FELLOW EMPLOYEES THAT APPEAR TO VIOLATE HIS ORHER UNDERSTANDING OF THE POLICY, HE OR SHE REPORTS THOSE SITUATIONS TO API'S PRESIDENT AND EXECUTIVE DIRECTOR, THE APPROPRIATE OFFICER, WITH THE VP FOR PROGRAMMING AND PERSONNEL AND THE DIRECTOR OF ADMINISTATION, COMMISSIONS AND INVESTIGATION. IF THE EMPLOYEE IS FOUND TO BE GUILTY OF A CONFLICT OF INTEREST, DISCIPLINARY ACTION IS METED OUT. DISCIPLINARY ACTION MAY INCLUDE TERMINATION AND REIMBURSEMENT TO API FOR ANY LOSSES OR DAMAGES RESULTING FROM THE VIOLATION. FORM 990, PART VI, SECTION B, LINE 15A THE BASE SALARY OF THE PRESIDENT IS SET BY THE INDEPENDENT EXECUTIVE COMMITTEE (AND RATIFIED BY THE BOARD) IN ACCORDANCE WITH PREVAILING COMPENSATION SCALES FOR SIMILAR EDUCATIONAL ORGANIZATIONS AND EXPERIENCE. BASE SALARY BENCHMARKS DONE BY INDEPENDENT ORGANIZATIONS SUCH AS "CEO UPDATE" ARE USED. CONTEMPORANEOUS DOCUMENTATION IS MAINTAINED RELATED TO THE DELIBERATIONS WHICH IS REVIEWED AND APPROVED. THE COMPENSATION FOR API EMPLOYEES IS DETERMINED BY THE PRESIDENT AND IS FORMALLY EVALUATED ANNUALLY. SALARY LEVELS ARE BASED ON PREVAILING COMPENSATION SKILLS BY SIZE OF ORGANIZATION AND EXPERIENCE. OBJECTIVES ARE SET UP EACH YEAR, AND PERFORMANCES ARE EVALUATED AGAINST THOSE OBJECTIVES. SALARY INCREASE AND BONUS ARE DETERMINED BASED ON RESULTS OF PERFORMANCE EVALUATIONS. THE LAST COMPENSATION REVIEW TOOK PLACE IN DECEMBER 2020. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 1,292,368. MANAGEMENT AND GENERAL EXPENSES 7,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,299,368. HONORARIUM: PROGRAM SERVICE EXPENSES 22,050. MANAGEMENT AND GENERAL EXPENSES 900. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,950. OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 7,552. MANAGEMENT AND GENERAL EXPENSES 9,346. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,898. NEWS MEDIA ALLIANCE 4401 N FAIRFAX DR STE 300 ARLINGTON VA 22203 130433220 TRADE ASSOCIATION VA 501(C)(6) N/A 0 NMA COMMUNICATIONS BUREAU INC 4401 N FAIRFAX DRIVE STE 300 ARLINGTON VA 22203 521014136 HOLDING CO VA NMA C 1 CBI MEDIA LLC 4401 N FAIRFAX DRIVE STE 300 ARLINGTON VA 22203 311650776 INACTIVE DE NAA CBI C 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 NEWS MEDIA ALLIANCE N 900000 COST (SEE PART VII) NEWS MEDIA ALLIANCE O 900000 COST (SEE PART VII) NEWS MEDIA ALLIANCE P 900000 COST (SEE PART VII) PART V, LINE 2: NMA PROVIDES FULL OVERHEAD AND ADMINISTRATIVE SUPPORT TO API UNDER A SHARED SERVICES ARRANGEMENT AT AN AGGREGATED COST OF $900,000. THE COSTS FOR THESE SERVICES ARE PART OF AN AGGREGATE ALLOCATION, AND THUS, INDIVIDUAL COST PERCENTAGES ARE NOT AVAILABLE.