2023-11-09T09:56:22-06:00 2022-12-31 260794367 UHY ADVISORS MID-ATLANTIC MD INC 8601 ROBERT FULTON DRIVE SUITE 210 COLUMBIA MD 21046 990 2022-01-01 522003442 STATE DEMOCRACY PROJECT STAT 2027465655 77 SANDS STREET 6TH FLOOR BROOKLYN NY 11201 BETH SCHULMAN DIRECTOR 2027465655 2023-11-09 1 BETH SCHULMAN 999009999 0 KATSIARYNA VASILIEV P02167272 4107205220 2023-11-07 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z BETH SCHULMAN 77 SANDS STREET 6TH FLOOR BROOKLYN NY 11201 1932025 0 X HTTPS://WWW.STATEDEMOCRACYPROJECT.ORG/ X 1996 DC THE PURPOSE OF THE ORGANIZATION HAS BEEN EXPANDED TO "EDUCATING THE GENERAL PUBLIC AND POLICY MAKERS REGARDING THE NEED TO ITERATIVELY IMPROVE AMERICAN DEMOCRACY BY ENCOURAGING INCREASED CITIZEN PARTICIPATION IN ELECTIONS AND POLICY-MAKING, AS WELL AS MORE RESPONSIVE GOVERNMENT INSTITUTIONS AT THE LOCAL, STATE, AND FEDERAL LEVELS. 4 4 0 9 0 0 485644 1932025 0 0 0 0 400 0 486044 1932025 279911 2244255 0 0 262697 139399 0 0 2472 130427 72922 673035 2456576 -186991 -524551 802575 1632857 15250 1370083 787325 262774 X THE PURPOSE OF THE ORGANIZATION HAS BEEN EXPANDED TO "EDUCATING THE GENERAL PUBLIC AND POLICY MAKERS REGARDING THE NEED TO ITERATIVELY IMPROVE AMERICAN DEMOCRACY BY ENCOURAGING INCREASED CITIZEN PARTICIPATION IN ELECTIONS AND POLICY-MAKING, AS WELL AS MORE RESPONSIVE GOVERNMENT INSTITUTIONS AT THE LOCAL, STATE, AND FEDERAL LEVELS. 0 0 2368282 2244255 STATE REFORM FELLOWSHIPS AND SPONSORED PROJECTSSTATE DEMOCRACY PROJECT PARTNERS WITH A DIVERSE ARRAY OF GRASSROOTS ORGANIZATIONS TO PURSUE STRUCTURAL CHANGES TO EXPAND PARTICIPATION, MAKE GOVERNMENT MORE RESPONSIVE, AND BUILD A MORE DEMOCRATIC SOCIETY. STATE DEMOCRACY PROJECT'S PROGRAM SERVICES CONCENTRATE ON PROVIDING THESE PARTNERS WITH FISCAL SPONSORSHIP ARRANGEMENTS THAT ALLOW THEM TO FOCUS ON PROGRAMMATIC GOALS WHILE REDUCING THEIR BUREAUCRATIC OBLIGATIONS.STATE DEMOCRACY PROJECT HAS ENTERED INTO APPROXIMATELY FIFTEEN SEPARATE FISCAL SPONSORSHIP AGREEMENTS WITH OTHER ORGANIZATIONS TO SUPPORT PROJECTS WHICH WILL FURTHER THE CHARITABLE AND EDUCATIONAL PURPOSES OF STATE DEMOCRACY PROJECT. GRANT FUNDS AWARDED TO THESE ORGANIZATIONS ARE SUBJECT TO THE RESTRICTIONS AND OBLIGATIONS IMPOSED BY THE AGREEMENTS AND MAY ONLY BE USED FOR THE REASONABLE AND NECESSARY EXPENSES INCURRED IN CONDUCTING THE PROJECTS IDENTIFIED. STATE DEMOCRACY PROJECT MAY CHARGE UP TO TWO PERCENT OF ALL GIFTS RECEIVED IN SUPPORT OF THE PROJECTS TO DEFRAY ADMINISTRATIVE AND MANAGEMENT COSTS RELATED TO MONITORING THESE AGREEMENTS. STATE DEMOCRACY PROJECT RETAINS THE UNILATERAL VARIANCE POWER PURSUANT TO THE SIGNED AGREEMENTS. COMMUNICATIONS, STRATEGY, POLICY RESEARCH, AND OUTREACHDURING 2022, THE SDP TEAM AND BOARD MEMBERS DEVOTED CONSIDERABLE EFFORT TO EDUCATING ALLIES AND SUPPORTERS ABOUT THE ORGANIZATION'S APPROACH AND EXPANDED STAKEHOLDER COMMUNITY. MOST ACTIVITY WAS CONDUCTED THROUGH INFORMAL BRIEFINGS OR ONE-TO-ONE CONTACTS. 2368282 1 1 0 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 18 0 1 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AR CA CT FL GA HI IL KS KY MD MA MI MN MS NH NY NC OR PA RI SC TN UT VA WV WI X BETH SCHULMAN 2027465655 C/O CLAS 77 SANDS STREET 6 BROOKLYN NY 11201 ALEXIS ANDERSON-REED CHAIR - UNTIL APRIL 2022 1.00 X X 0 0 0 DAN CANTOR BOARD TREASURER & SECRETARY 1.00 X X 0 0 0 BRIAN KETTERING BOARD MEMBER 1.00 X 0 0 0 ASA SHAW BOARD MEMBER 1.00 X 0 0 0 NEIDI DOMINGUEZ BOARD MEMBER - UNTIL JUNE 2022 1.00 X 0 0 0 TAMARA BRUNNER CHAIR - STARTING JUNE 2022 1.00 X 0 0 0 RAJAN NARANG EXECUTIVE DIRECTOR & PRESIDENT (UNTIL MARCH 2023) 32.00 X 70469 0 2323 BETH SCHULMAN INTERIM DIRECTOR 25.00 X 31875 0 0 102344 0 2323 0 0 0 0 0 1932025 1932025 1932025 0 0 0 2244255 2244255 107622 77460 29277 885 5786 4164 1579 43 25991 18707 7072 212 29946 29946 4203 4203 31406 23080 7005 1321 823 328 489 6 394 288 101 5 4575 4575 REGISTRATION FEES 1575 1575 2456576 2368282 85822 2472 785717 1358059 271870 2883 2928 13975 802575 1632857 15250 3577 0 1366506 15250 1370083 X 787325 21437 241337 787325 262774 802575 1632857 -524551 0 X X 0 1 X 1 0 X 1296579 358550 1594699 485644 1932025 5667497 1296579 358550 1594699 485644 1932025 5667497 1866500 3800997 20730 20730 675 30 715 400 1820 5690047 20730 0.66800 0.73960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2456576 2456576 272829 68207 0 0 107063 128150 125955 272829 633997 950996 26766 32038 31489 68207 158500 237750 0 GRANT PAYABLE 1366506 1366506 X 1932025 0 1932025 0 1932025 2456576 0 2456576 0 2456576 PART X, LINE 2: THE INCOME TAX POSITIONS TAKEN BY STATE DEMOCRACY PROJECT FOR ANY YEARS OPEN UNDER THE VARIOUS STATUTES OF LIMITATIONS ARE THAT STATE DEMOCRACY PROJECT CONTINUES TO BE EXEMPT FROM INCOME TAXES AND THAT THEY HAVE PROPERLY REPORTED UNRELATED BUSINESS INCOME THAT IS SUBJECT TO INCOME TAXES. STATE DEMOCRACY PROJECT BELIEVES THAT THERE ARE NO TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD SIGNIFICANTLY INCREASE UNRECOGNIZED TAX LIABILITIES WITHIN 12 MONTHS OF THE REPORTING DATE. NONE OF STATE DEMOCRACY PROJECT'S FEDERAL OR STATE INCOME TAX RETURNS ARE CURRENTLY UNDER EXAMINATION. 0 WORKING FAMILIES ORGANIZATION 77 SANDS ST 6 BROOKLYN NY 11201 204994004 1401949 0 STATE REFORM FELLOWSHIPS AND SPONSORED PROJECTS BE HERO EDUCATION FUND 228 PARK AVE SOUTH PMB 17608 NEW YORK NY 10003 882524071 294000 0 SPONSORED PROJECTS TIDES FOUNDATION PO BOX 889389 LOS ANGELES CA 900889389 510198509 292525 0 STATE REFORMS FELLOWSHIPS UN -PAC 9 KERN RAMBLE ST APT A AUSTIN TX 78722 862112438 100000 0 STATE REFORMS FELLOWSHIPS TIDES ADVOCACY PO BOX 0399381 3440 FLAIR DRIVE EL MONTE CA 91731 943153687 38965 0 STATE REFORMS FELLOWSHIPS PENNSYLVANIA VOICE 123 S BROAD ST STE 630 PHILADELPHIA PA 19109 811141448 34605 0 STATE REFORMS FELLOWSHIPS MICHIGAN VOICES 2727 2ND AVE SUITE 109 DETROIT MI 48201 830612165 29095 0 STATE REFORMS FELLOWSHIPS HMONG AMERICAN WOMEN'S ASSOCIATION 3727 W NATIONAL AVE MILWAUKEE MI 53215 391791168 24583 0 STATE REFORMS FELLOWSHIPS PLANNED PARENTHOOD OF MICHIGAN 950 VICTORS WAY SUITE 100 ANN ARBOR MI 48108 381707521 24533 0 STATE REFORMS FELLOWSHIPS 6 PART I, LINE 2 THE BOARD OF DIRECTORS IDENTIFIES GRANTEES AND AUTHORIZES ALL GRANTS. GRANT AGREEMENTS WHICH INCLUDE LEGAL EXPECTATIONS OF BOTH PARTIES AND REPORTING REQUIREMENTS FOR GRANTEE ARE EXECUTED BEFORE FUNDS ARE DISBURSED. STATE DEMOCRACY PROJECT WORKS DIRECTLY WITH ITS GRANTEES FOR THE TERM OF THE GRANT. THE SDP DIRECTOR AND/OR THEIR REPRESENTATIVES MEET WITH GRANTEES REGULARLY BY PHONE AND COMMUNICATES BY EMAIL REGARDING PROGRESS ON THE WORK, SPECIFIED DELIVERABLES, AND ENSURING THE MONEY IS USED AS INTENDED. FORM 990, PART VI, SECTION B, LINE 11B THE FEDERAL FORM 990 IS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY THE ACCOUNTING CONSULTANT. A COPY OF THE DRAFT FEDERAL FORM 990 WAS PROVIDED TO EACH BOARD MEMBER WITH ADDITIONAL DOCUMENTS FOR REVIEW AND APPROVAL. IF ANY CHANGES WERE MADE, THE FINAL DRAFT FORM 990 IS SENT TO THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES AND THE BOARD ARE ASKED ONCE A YEAR AT THE FIRST BOARD MEETING OF THE YEAR TO COMPLETE THEIR ANNUAL CONFLICT OF INTEREST FORMS. TO IDENTIFY POSSIBLE CONFLICTS OF THE INTEREST, ALL EVERY VOICE STAFF, CONSULTANTS, INTERNS AND VOLUNTEERS MUST DISCLOSE TO THE PRESIDENT AND CEO, OR TO THEIR SUPERVISORS, THE EXISTENCE OF ANY FINANCIAL INTEREST IN ANY ENTITY WITH WHICH THAT CORPORATION OR ANY LEGALLY RELATED ORGANIZATION HAS OR IS NEGOTIATING A TRANSACTION OR ARRANGEMENT WITH EVERY VOICE AND ALL MATERIAL FACTS RELATED TO THAT INTEREST. A CONFLICT OF INTEREST EXISTS WHENEVER AN INTERESTED PERSON'S COMPETING INTEREST OR FIDUCIARY DUTY IS SUBSTANTIAL ENOUGH THAT THE INTERESTED PERSON CANNOT REASONABLY BE EXPECTED TO EXERCISE INDEPENDENT JUDGEMENT AND TAKE ACTION IN THE BEST INTEREST OF THE CORPORATION. CONFLICTS OF INTEREST MOST FREQUENTLY ARISE IN (BUT ARE IN NO WAY LIMITED TO) THE CONTEXT OF: 1) DECISIONS ABOUT AN INTERESTED PERSON'S COMPENSATION (AS A CONTRACTOR OR EMPLOYEE); 2) DECISIONS ABOUT TRANSACTIONS WITH ENTITIES IN WHICH AN INTERESTED PERSON HOLD AN OWNERSHIP INTEREST; 3) DECISIONS ABOUT TRANSACTIONS WITH AN ENTITY BY WHICH AN INTERESTED PERSON IS EMPLOYED. CONFLICTS (OR THE APPEARANCE OF CONFLICTS) MAY ALSO ARISE WHEN THE CORPORATION IS CONTEMPLATING A TRANSACTION WITH A CLOSE RELATIVE OR DOMESTIC PARTNER OF AN INTERESTED PERSON, OR ANY ENTITY IN WHICH SUCH A RELATED PERSON HAS AN OWNERSHIP INTEREST OR WHICH EMPLOYS SUCH A PERSON. CONFLICTS (OR THE APPEARANCE OF CONFLICTS) MAY ALSO ARISE WHEN THE CORPORATION IS CONTEMPLATING A TRANSACTION WITH A CLOSE RELATIVE OR DOMESTIC PARTNER OF AN INTERESTED PERSON, OR ANY ENTITY IN WHICH SUCH A RELATED PERSON HAS AN OWNERSHIP INTEREST OR WHICH EMPLOYS SUCH A PERSON. WHENEVER A DIRECTOR, OFFICER, OR COMMITTEE MEMBER BECOMES AWARE OF A POTENTIAL CONFLICT OF INTEREST, WHETHER FINANCIAL OR OTHERWISE, S/HE MAKES THE SITUATION KNOWN TO THE BOARD OR COMMITTEE (AS THE CASE MIGHT BE) AND PROVIDE ALL FACTS MATERIAL TO UNDERSTANDING THE NATURE AND SCOPE OF THE CONFLICT, INCLUDING WHETHER THE INTERESTED PERSON BELIEVES HIS OR HER ABILITY TO MAKE AN INDEPENDENT DECISION BASED SOLELY ON THE BEST INTEREST OF THE CORPORATION HAS BEEN COMPROMISED. IF THE INTERESTED PERSON INVOLVED DOES NOT MAKE THIS DISCLOSURE, ANOTHER DIRECTOR OR COMMITTEE MEMBER WITH KNOWLEDGE OF THE POTENTIAL CONFLICT DRAWS IT TO THE BODY'S ATTENTION. THE INTERESTED PERSON WITH THE POTENTIAL CONFLICT RETIRES FROM THE MEETING AND DOES NOT PARTICIPATE IN FINAL DISCUSSION AND VOTING ON THE EXISTENCE OF THE CONFLICT. IF A CONFLICT IS FOUND TO EXIST, THE INTERESTED PERSON MAY BE INVITED TO PROVIDE ANY RELEVANT INFORMATION THAT COULD BE OF USE TO THE BOARD IN MAKING ITS DECISION, BUT AGAIN RETIRES AND DOES NOT PARTICIPATE IN THE FINAL DISCUSSION AND VOTING REGARDING THE TRANSACTION. THE BOARD OR COMMITTEE'S DECISION WILL BE BASED ON CONSIDERATION OF WHETHER THE TRANSACTION: A. IS IN THE ORGANIZATION'S BEST INTEREST AND FOR ITS OWN BENEFIT; B. IS FAIR AND REASONABLE TO THE ORGANIZATION; AND C. IS THE MOST ADVANTAGEOUS TRANSACTION OR ARRANGEMENT THE ORGANIZATION CAN OBTAIN WITH REASONABLE EFFORTS UNDER THE CIRCUMSTANCES. WHENEVER A STAFF MEMBER BECOMES AWARE OF A POTENTIAL CONFLICT OF INTEREST IN AN AREA WHERE S/HE EXERCISES ANY DISCRETION IN CARRYING OUT HIS/HER DUTIES FOR THE CORPORATION, S/HE PROMPTLY DISCLOSES THE POTENTIAL CONFLICT OF HER/HIS IMMEDIATE SUPERVISOR OR TO THE PRESIDENT AND CEO. IF THE PRESIDENT AND CEO HAS A POTENTIAL CONFLICT, S/HE DISCLOSES IT TO THE BOARD OR AN EXECUTIVE COMMITTEE. THE PERSON OR BODY TO WHOM DISCLOSURE IS MADE (HEREINAFTER "SUPERVISOR") DETERMINES WHETHER THERE IS A CONFLICT THAT REQUIRES RECUSAL OF THE INTERESTED PERSON. WHEN A CONFLICT IS FOUND TO EXIST, THE INTERESTED PERSON PROVIDES THE SUPERVISOR WITH ALL INFORMATION S/HE HAS RELEVANT TO ANY DECISION TO BE MADE IN WHICH S/HE HAS AN INTEREST, AND THE FINAL DECISION IS MADE BY THE SUPERVISOR. FORM 990, PART VI, SECTION B, LINE 15A ALL SALARY INCREASES FOR THE PRESIDENT & CEO, OUTSIDE OF COST OF LIVING ADJUSTMENT, ARE INITIATED BY THE BOARD OF DIRECTORS AND ARE DOCUMENTED IN THE MINUTES OF THE MEETING, BASED ON CURRENT SALARY COMPARABILITY DATA FOR THE NONPROFIT SECTOR. THE PRESIDENT DETERMINES COMPENSATION FOR ALL OTHER STAFF. AGGREGATE STAFF COMPENSATION AND COST OF LIVING ADJUSTMENTS ARE DISCUSSED WITH THE BOARD IN THE CONTEXT OF THE ANNUAL BUDGET PROCESS BEFORE MAKING THE INCREASE. ALL FINAL DECISIONS REGARDING AGGREGATE COMPENSATION ARE DOCUMENTED IN THE MINUTES OF THE MEETING. THE MOST RECENT REVIEW OF EXECUTIVE COMPENSATION WAS MADE IN THE CONTEXT OF HIRING THE CURRENT EXECUTIVE DIRECTOR, WHOSE TENURE BEGAN IN NOVEMBER 2020, BASED ON BOARD MEMBERS' REVIEW OF COMPENSATION ARRANGEMENTS AT SIMILAR ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S ANNUAL FINANCIAL STATEMENTS AS WELL AS ITS 990 ARE AVAILABLE THROUGH ITS WEBSITE. THE FINANCIAL STATEMENTS PLUS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST STATEMENT ARE ALSO AVAILABLE UPON REQUEST.