2023-09-21T08:57:00-05:00 2022-12-31 812950760 SAX LLP 1040 AVENUE OF THE AMERICAS 16TH FLOOR NEW YORK NY 10018 990 2022-01-01 134111130 OPENPLANS INC OPEN 9178427183 377 BROADWAY 11 FL NEW YORK NY 10013 MARK GORTON CHAIR 9178427183 2023-09-21 1 MARK GORTON 999009999 0 MIKE SCHALL P02024184 2122682804 2023-09-19 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z MARK GORTON 377 BROADWAY 11 FL NEW YORK NY 10013 2282075 0 X OPENPLANS.ORG X 2000 NY OPEN PLANS' MISSION IS TO TRANSFORM HOW PEOPLE EXPERIENCE NEW YORK CITY'S STREETS. 6 6 18 75 0 0 3167915 236478 0 0 0 -55739 0 9600 3167915 190339 0 0 0 0 1233023 1566483 0 0 57765 347340 434479 1580363 2000962 1587552 -1810623 4124484 2373705 74103 133947 4050381 2239758 X OPEN PLANS' MISSION IS TO TRANSFORM HOW PEOPLE EXPERIENCE NEW YORK CITY'S STREETS. OPEN PLANS USES GRASSROOTS ADVOCACY AND POLICY CHANGE TO INSPIRE STRUCTURAL REFORMS AND CULTURAL SHIFTS. CONTINUED ON SCHEDULE O.WE PROMOTE A PEOPLE-FIRST STREET CULTURE THAT PRIORITIZES COMMUNITY, SAFETY, JOY, MOBILITY AND EMPOWERMENT. WHAT WE DO BUILD PRACTICAL SOLUTIONS, FROM POLICY TO PHYSICAL CHANGES, THAT SOLVE REAL ISSUES IN COMMUNITIESEMPOWER NEIGHBORHOODS TO VISION AND CREATE CHANGE ON THEIR STREETSPROMOTE A PEOPLE-FIRST APPROACH TO CITIES THAT DISMANTLES CAR CULTURECREATE A CULTURE OF MOBILITY JUSTICE AND ABUNDANCE OF OPTIONS, TO ENSURE EVERY CITY RESIDENT HAS WHAT THEY NEED TO THRIVECELEBRATE PUBLIC SPACES AND THEIR STEWARDSADVANCE LEGISLATION THAT BUILDS A PEOPLE-CENTERED CITYPARTNER WITH ALLIED ORGANIZATIONS ON CITY AND STATE LEGISLATIVE EFFORTS 0 0 1791844 WE BEGAN 2022 WITH A NEW MAYOR, AND ERIC ADAMS IMMEDIATELY SET OUT TO INSPIRE ECONOMIC RECOVERY BY APPOINTING A "NEW NEW YORK" PANEL. OPEN PLANS WAS INVITED TO MEET WITH THE PANEL TO MAKE RECOMMENDATIONS, AND WHEN THE REPORT WAS RELEASED, OUR IMPACT WAS CLEAR. THE SET OF RECOMMENDATIONS INCLUDED SEVERAL ITEMS ON OPEN PLANS' OWN AGENDA, AND CLEARLY CENTERED LIVABILITY AS VITAL TO SOCIAL AND ECONOMIC WELL-BEING. IT WAS GRATIFYING TO SEE OPEN PLANS' LEADERSHIP ACKNOWLEDGED AND ENCOURAGING TO SEE THE CITY COMMIT TO LIVABLE STREETS IN ITS STRATEGIC PLANNING.CONTINUED ON SCHEDULE O.OPEN PLANS ALSO LOOKED TOWARD THE FUTURE WITH A NEW FOCUS ON THE EXPERIENCE OF YOUNG NEW YORKERS. STREETSBLOG'S JESSE COBURN PUBLISHED A BOMBSHELL INVESTIGATIVE REPORT, PROVING WITH DATA THAT STREETS NEAR SCHOOLS ARE FAR MORE DANGEROUS THAN THE CITY AVERAGE. WHILE PARENTS AND KIDS ALREADY KNOW THIS THEY EXPERIENCE IT EVERY DAY THE PIECE GOT THE ATTENTION OF ELECTED OFFICIALS AND WON JESSE A SILURIAN AWARD. STREETFILMS RELEASED AN IN-DEPTH FILM ON KIDS' EXPERIENCES GETTING TO SCHOOL. (PRODUCER CLARENCE ECKERSON, JR. ALSO WON A PRESTIGIOUS AWARD FROM THE UN HONORING HIS WORK OVER THE LAST TWO DECADES!). UPTOWN, STREETOPIA UPPER WEST SIDE MADE A DIRECT IMPACT AT THREE SCHOOLS, SECURING DESPERATELY NEEDED CONTAINERIZED TRASH AT TWO BUILDINGS IN MORNINGSIDE HEIGHTS AND HELPING AN ELEMENTARY SCHOOL ORGANIZE AND APPLY FOR DOT'S SCHOOL STREETS PROGRAM. ALL THIS ENERGY AROUND ADVOCATING FOR STUDENTS INSPIRED OPEN PLANS' ADVOCACY TO LAUNCH ITS OWN DEDICATED CAMPAIGN FOR SCHOOLS AND SCHOOL STREETS CITYWIDE.SCHOOLS WERE NOT THE ONLY NEW ARENA FOR OPEN PLANS. IN 2022, WE ALSO BEGAN TO FOCUS ON COMMUNITY-BASED EDUCATION THROUGH COMMUNITY BOARDS. SENSING THAT MANY NEW YORKERS DIDN'T UNDERSTAND WHAT THESE BOARDS WERE OR HOW THEY IMPACT NEIGHBORHOODS, OUR ADVOCACY TEAM GOT TO WORK PROVIDING EDUCATION AND PRACTICAL RESOURCES. WE PUBLISHED A SET OF MODEL RESOLUTIONS FOR STREET SAFETY AND LIVABILITY; WE'RE PROUD TO SAY THAT COMMUNITY BOARDS ACROSS THE CITY IMMEDIATELY BEGAN USING THEM TO CREATE POSITIVE CHANGE IN THEIR DISTRICTS. THESE TYPES OF PROJECTS, WHICH GIVE NEW YORKERS THE TOOLS TO BECOME THEIR OWN ADVOCATES, HAVE LONG-LASTING RIPPLE EFFECTS IN COMMUNITIES. 1791844 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 23 18 1 18 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NY X X X LISA ORMAN 9178427183 377 BROADWAY NEW YORK NY 10013 MARK GORTON CHAIR 3.00 X X 0 0 0 CHRISTINE BERTHET VICE CHAIR 3.00 X X 0 0 0 LIENA ZAGARE SECRETARY 3.00 X X 0 0 0 GABE KLEIN DIRECTOR (THROUGH 9/22) 1.00 X 0 0 0 SEBASTIAN DELMONT DIRECTOR 1.00 X 0 0 0 JOSEPH LIPMAN DIRECTOR 1.00 X 0 0 0 JENNIFER WALKER DIRECTOR 1.00 X 0 0 0 LISA ORMAN CHIEF OPERATING OFFICER 50.00 X 150394 0 25772 GERSH LAWRENCE KUNTZMAN EDITOR IN CHIEF 50.00 X 144912 0 15518 SARA LIND DIRECTOR OF POLICY 50.00 X 126529 0 598 CLARENCE ECKERSON JR DIRECTOR OF VIDEO PRODUCTION 50.00 X 107807 0 891 529642 0 42779 4 0 1 0 0 9060 227418 236478 2587 2587 2033410 2091736 -58326 -58326 -58326 0 9060 0 0 OTHER INCOME 900099 9600 9600 9600 190339 0 0 -46139 187022 95922 72398 18702 1118298 1093843 7856 16599 38791 35605 2194 992 113887 112892 995 108485 99576 6135 2774 17643 16298 926 419 36589 36589 166312 147051 14211 5050 14905 3563 11342 2061 2061 20615 17331 3284 16625 16625 2670 2670 8113 7479 437 197 PROGRAM EXPENSES 110112 110112 FEES AND DUES 36348 31531 4122 695 OTHER EXPENSES 2486 1955 531 2000962 1791844 151353 57765 1961746 2364060 75000 17985 8340 8189 9645 2079549 4124484 2373705 74103 133947 74103 133947 X 3900381 2239758 150000 0 4050381 2239758 4124484 2373705 -1810623 0 X 0 1 X 1 0 X 518327 958098 1269151 3167915 236478 6149969 518327 958098 1269151 3167915 236478 6149969 5513105 636864 120 341 306 2587 3354 34890 458 9600 44948 6198271 0.10270 0.10170 X THE FOLLOWING FACTS AND CIRCUMSTANCES APPLY IN SUPPORT OF OPENPLANS, INC.'S PUBLIC CHARITY STATUS:1. ALTHOUGH THE SUPPORT PERCENTAGE DIPPED BELOW 33.33%, IT IS STILL IN EXCESS OF THE 10% THRESHOLD. 2. OPENPLANS' SUPPORT WAS PRIMARILY PUBLIC IN NATURE AND CAME FROM SOLICITATIONS OF SMALLER DOLLAR VALUE DONATIONS FROM INDIVIDUALS AND FOUNDATIONS. 3. DUE TO THE COVID-19 PANDEMIC, OPENPLANS DID NOT HOST A FUNDRAISING EVENT. OPENPLANS DID PARTICIPATE IN AND SUPPORT OPEN STREETS EVENTS, RALLIES, AND HOST OPPORTUNITIES FOR ADVOCATES TO GET INVOLVED IN THEIR WORK (THROUGH WALKING TOURS, BIKE RIDES, CANDIDATE EVENTS, ETC). THIS WORK HAS ACTIVELY GROWN THEIR NETWORK AND RAISED THEIR PROFILE, IN THE HOPES OF INCREASING FUNDRAISING ACTIVITIES IN THE FUTURE.4. OPENPLANS IS ACTIVELY WORKING TO BROADEN ITS BASE OF SUPPORT BY STRENGTHENING ITS DEVELOPMENT ACTIVITIES. THEY ARE WORKING TO INCREASE THE SIZE AND SCOPE OF THEIR BOARD OF DIRECTORS; PRODUCING FUNDRAISING EVENTS AND SOLICITING SPONSORSHIPS; AND INCREASING THE SIZE OF THEIR MEDIUM-SIZED DONATIONS. THEY ARE ALSO LOOKING TO RAISE MONEY FOR SPECIFIC CAMPAIGNS, TARGETING SPECIFIC PROJECTS IN SPECIFIC NEIGHBORHOODS AND TARGETING STORIES OF INTEREST TO NEW YORKERS THROUGH DEEP DIVE JOURNALISM. 5. IN ACCORDANCE WITH ITS MISSION, OPENPLANS BENEFITS THE PUBLIC BY EDUCATING NEW YORKERS ABOUT THE DANGERS OF TRAFFIC VIOLENCE; ADVOCATING FOR POLICIES AND SOLUTIONS THAT PRIORITIZE WALKING, BIKING AND TRANSIT; AND WORKING IN COALITION WITH OTHER ORGANIZATIONS, PEOPLE AND GOVERNMENT TO REDESIGN OUR CITY IN A WAY THAT MAKES IT JOYFUL, SAFE, RESILIENT AND ROBUST. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7952 7952 1993010 2000962 250048 62512 0 0 250048 250048 375072 7952 7952 62512 62512 93768 7952 7952 17985 8340 9645 9645 X 190339 0 190339 0 190339 2000962 0 2000962 0 2000962 PART X, LINE 2: THE ORGANIZATION DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY MATERIAL,UNCERTAIN TAX POSITIONS. TAX FILINGS FOR THE PERIODS ENDED DECEMBER 31, 2019 AND LATER ARE SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. 0 0 0 0 0 0 0 0 0 LISA ORMAN CHIEF OPERATING OFFICER 150394 0 0 0 0 0 0 0 25772 0 176166 0 0 0 GERSH LAWRENCE KUNTZMAN EDITOR IN CHIEF 144912 0 0 0 0 0 0 0 15518 0 160430 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF THE FORM 990 WAS DISTRIBUTED TO THE BOARD OF DIRECTORS FOR COMMENT AND APPROVAL BEFORE BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C ACKNOWLEDGEMENT AND DISCLSOURE STATEMENTS REGARDING THE CONFLICTS OF INTEREST POLICY ARE REQUIRED TO BE SIGNED ANNUALLY BY ALL DIRECTORS AND KEY EMPLOYEES FORM 990, PART VI, SECTION C, LINE 19 NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC