2023-10-26T12:51:25-05:00 2022-12-31 HAN GROUP LLC 1020 19TH STREET NW SUITE 800 WASHINGTON DC 20036 990 2022-01-01 320280279 CONVERGENCE CENTER FOR POLICY RESOLUTION CONV 2028302310 1775 EYE STREET NW SUITE 1150-287 WASHINGTON DC 20006 MARIAH LEVISON INTERIM CEO 2028302310 2023-10-25 1 MARIAH LEVISON 999009999 1 JENNIFER S HAN P00633304 2022937000 2023-10-24 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z X MARIAH LEVISON 1775 EYE STREET NW SUITE 1150-287 WASHINGTON DC 20006 2271049 0 X WWW.CONVERGENCEPOLICY.ORG X 2009 DC WE BUILD TRUST AND BRIDGE DIVIDES TO SOLVE CRITICAL ISSUES AND STRENGTHEN OUR DEMOCRACY. 16 13 37 17 0 0 6528398 1988601 65000 263325 206 15230 7568 0 6601172 2267156 0 35000 0 0 2108788 2981320 0 0 656887 776406 1209857 2885194 4226177 3715978 -1959021 5233990 3293167 214727 251161 5019263 3042006 X WE BUILD TRUST AND BRIDGE DIVIDES TO SOLVE CRITICAL ISSUES AND STRENGTHEN OUR DEMOCRACY. 0 0 516568 223000 ECONOMIC RECOVERY - (1) THE CONVERGENCE COLLABORATIVE ON PATHWAYS TO BETTER TO JOBS SEEKS TO ADDRESS THE NEEDS OF MILLIONS OF JOB SEEKERS BY FINDING WAYS TO BETTER CONNECT WORKERS WITH APPROPRIATE OPPORTUNITIES TO GROW THEIR SKILLS AND QUALIFICATIONS. (2) THE CONVERGENCE COLLABORATIVE ON SUPPORTS FOR WORKING FAMILIES SEEKS TO BUILD ACTIONABLE SOLUTIONS AND UNLIKELY ALLIANCES SO THAT AMERICAN FAMILIES CAN FLOURISH WHILE RAISING CHILDREN AND WORKING. IN 2022, BOTH COLLABORATIVES ISSUED DISCOVERY REPORTS HIGHLIGHTING THE PROBLEMS AND AREAS OF POTENTIAL SOLUTION AND CONVENED STAKEHOLDERS TO FIND CONSENSUS SOLUTIONS. THEIR BLUEPRINTS FOR ACTION WILL BE RELEASED IN 2023 AND 2024, RESPECTIVELY. 498176 COMMUNICATIONS - CONVERGENCE'S PROVEN MODEL OF BRINGING INDIVIDUALS AND ORGANIZATIONS TOGETHER ACROSS IDEOLOGICAL DIVIDES HAS SUCCESSFULLY BEEN APPLIED TO TOPICS RANGING FROM EDUCATION, ECONOMIC MOBILITY, AND HEALTH CARE TO CRIMINAL JUSTICE, THE FEDERAL BUDGET, AND US-PAKISTAN RELATIONS. IN 2022, CONVERGENCE CONVENED MULTIPLE COLLABORATIVES, INCLUDING THOSE FOCUSING ON ECONOMIC RECOVERY FROM THE PANDEMIC, CARING FOR OLDER ADULTS, MODERNIZING THE CIVIL SERVICE, AND REDUCING DIGITAL DISINFORMATION. BY COMMUNICATING ABOUT THE SUCCESS OF THIS WORK, CONVERGENCE PROVIDES UNIQUE, POWERFUL EVIDENCE THAT BRIDGING WORKS. 452303 CARE FOR OLDER ADULTS - THE CONVERGENCE COLLABORATIVE ON REIMAGINING CARE FOR OLDER ADULTS BROUGHT TOGETHER DIVERSE POLICY EXPERTS AND STAKEHOLDERS TO IMPROVE SUPPORTS AND SERVICES FOR OLDER ADULTS SO THAT, WHEREVER OLDER ADULTS CALL HOME, THEY MAY LIVE WITH DIGNITY, CHOICE, AND SELF-DETERMINATION. IN AUGUST 2022, THE COLLABORATIVE RELEASED ITS BLUEPRINT FOR ACTION, RECOMMENDING: (1) CREATING A CONSTELLATION OF CARE SETTINGS WITH VIABLE BUSINESS MODELS, SO THAT PREFERRED OPTIONS ARE AVAILABLE AS A PERSON AGES; (2) ENSURING THAT THERE ARE ENOUGH CAREGIVERS QUALIFIED TO PROVIDE NEEDED CARE AND TO SUPPORT FAMILY CAREGIVERS; AND (3) ADEQUATELY FUNDING THE SYSTEM OF CARE, WITH PAYMENT SYSTEMS AND OTHER FEATURES THAT ARE ALIGNED WITH THE REALITY OF AGING. 387448 DIGITAL DISCOURSE 253774 CIVIL SERVICE 202667 35000 40325 BRIDGE BUILDING 179098 CONGRESS 78790 GUNS AND SUICIDE PREVENTION 77072 RESEARCH & DEVELOPMENT 349310 OTHER PROGRAMS 1528159 35000 40325 2995206 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 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 0 0 0 0 1 12 0 1 37 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 13 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 AL AR CA CO CT FL GA IL ME MD MA MI MN NJ NY ND OH OR PA RI SC TN VA WA WI X LOU CZARNIEWY 2028693330 1200 G STREET NW SUITE 800 WASHINGTON DC 20005 DAVID EISNER PRESIDENT AND CEO 40.00 X X 291854 0 28766 ROBERT FERSH DIRECTOR, FOUNDER AND SENIOR ADVISOR 24.00 X 140000 0 0 STUART BUTLER DIRECTOR AND CONSULTANT 8.00 X 52148 0 0 JEAN MOLINO CHAIR 5.00 X X 0 0 0 JOHN JACOB TREASURER 1.25 X X 0 0 0 LISA DAVIS SECRETARY 1.00 X X 0 0 0 NEIL BRADLEY DIRECTOR 0.50 X 0 0 0 GREG CAMPBELL DIRECTOR 1.00 X 0 0 0 PETER GOLDSTONE DIRECTOR 0.50 X 0 0 0 CHERIE HARDER DIRECTOR (UNTIL JUNE 2022) 1.50 X 0 0 0 LINDA LORELLE DIRECTOR 1.50 X 0 0 0 MANU MEEL DIRECTOR 1.00 X 0 0 0 LEAH RAY DIRECTOR 0.50 X 0 0 0 H ART TAYLOR DIRECTOR 1.50 X 0 0 0 LINDSAY TORRICO DIRECTOR 2.00 X 0 0 0 JEFF WEISSGLASS DIRECTOR 3.00 X 0 0 0 ALISON WINTERS DIRECTOR 2.50 X 0 0 0 AMANDA R BROUN EXECUTIVE VICE PRESIDENT 40.00 X 233195 0 15301 KATHARINE D CASSATA CHIEF OPERATING OFFICER 40.00 X 151160 0 5114 RUSSELL KRUMNOW VICE PRESIDENT, PROGRAMS 40.00 X 161813 0 13655 ANJALI SINGH-CODE CHIEF ADVANCEMENT OFFICER 40.00 X 177408 0 10492 CAROLINE CHANG DIRECTOR, CS AND POLICY AFFAIRS 40.00 X 163776 0 7280 MONIKA GLOWACKI DIRECTOR, DIGITAL DISCOURSE 40.00 X 134148 0 7664 ANITA CHANDRAMOHAN DIRECTOR, PATHWAYS TO BETTER JOBS 40.00 X 131168 0 13154 MARIAH LEVISON CHIEF PROGRAM OFFICER 40.00 X 100170 0 3010 1736840 0 104436 10 0 1 0 HEDERMAN CONSULTING LLC 931 VAUXHILL LANE POWELL OH 43065 BUSINESS CONSULTING 150000 SEVEN LETTER ONA 18 TREMONT STREET SUITE 600 BOSTON MA 02108 STRATEGIC COMMUNICATONS 145000 ROBERT FERSH 9318 WEST PARKHILL DRIVE BETHESDA MD 20814 CONSULTING 140000 ELISABETH HAWKINGS 8709 SHAWNEE STREET PHILADELPHIA PA 19118 CONSULTING 120000 4 1988601 99614 1988601 CONTRACTS 900099 263325 263325 263325 15555 15555 3568 3893 -325 -325 -325 2267156 263325 0 15230 X 35000 35000 1093006 732314 153021 207671 1582142 1076930 217759 287453 40212 23873 7691 8648 81456 48108 15748 17600 184504 121865 26906 35733 11957 60 11897 74941 74941 3568 3568 917629 841359 42243 34027 13817 13606 211 34910 9818 8654 16438 53953 37953 6117 9883 13262 8480 2453 2329 43484 32285 7081 4118 10562 8131 97 2334 6235 3891 1034 1310 6459 1593 4431 435 BAD DEBT 10000 10000 LICENSES/PERMITS/FINES 4467 1152 3315 CREDIT CARD FEES 3501 16 3485 BANK FEES 1112 1112 4226177 2995206 574084 656887 4313588 1333390 129361 129273 762110 617702 16180 22756 30573 56513 14609 4055 41904 2120 1124145 5233990 3293167 214727 251161 214727 251161 X 3782747 1888698 1236516 1153308 5019263 3042006 5233990 3293167 -1959021 -18236 0 X 0 1 X 0 0 X 5877852 3109225 1402242 6528398 1988601 18906318 5877852 3109225 1402242 6528398 1988601 18906318 6374658 12531660 13763 71481 67918 5100 15555 173817 2674 2674 19082809 428189 0.65670 0.63960 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2021 AMOUNT: $ 2,674. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 28641 14609 14032 27872 27872 41904 X 2356072 -18236 110720 92484 2263588 3568 3568 2267156 4333329 110720 110720 4222609 3568 3568 4226177 PART X, LINE 2: THE ORGANIZATION FOLLOWS THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ACCOUNTING STANDARDS CODIFICATION TOPIC 740-10, INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. IT IS THE ORGANIZATION'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN INCOME TAX EXPENSES. THE ORGANIZATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2022 AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. THE STATUTE OF LIMITATIONS GENERALLY REMAINS OPEN FOR THREE TAX YEARS WITH THE U.S. FEDERAL JURISDICTION OR THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE ORGANIZATION FILES TAX RETURNS. 1 COMMON GROUND FOUNDATION INC 1387 FAIRPORT ROAD SUITE 800 FAIRPORT NY 14450 822177359 501(C)(3) 30000 0 GRANT TO CIVIC GENIUS 1 0 PART I, LINE 2: CONVERGENCE WILL OCCASIONALLY GRANT FUNDS TO PARTNER ORGANIZATIONS UNDER SPECIAL CIRCUMSTANCES: (1) THE PARTNER ORGANIZATION MUST HAVE A MISSION THAT IS ALIGNED WITH AND CONTRIBUTES TO CONVERGENCE'S MISSION; (2) THE PARTNER ORGANIZATION MUST BE CONDUCTING WORK IN COLLABORATION WITH CONVERGENCE; AND (3) FUNDS WILL BE USED TO FURTHER THE WORK BEING DONE IN COLLABORATION WITH CONVERGENCE. BECAUSE GRANT FUNDS ARE USED FOR WORK IN WHICH CONVERGENCE IS INTIMATELY INVOLVED, WE HAVE A UNIQUE CAPACITY TO MONITOR THE USE OF GRANT FUNDS. X 0 0 0 0 0 0 0 1 0 DAVID EISNER PRESIDENT AND CEO 251723 0 40131 0 0 0 4759 0 24007 0 320620 0 0 0 AMANDA R BROUN EXECUTIVE VICE PRESIDENT 223195 0 10000 0 0 0 4800 0 10501 0 248496 0 0 0 ANJALI SINGH-CODE CHIEF ADVANCEMENT OFFICER 177408 0 0 0 0 0 3800 0 6692 0 187900 0 0 0 RUSSELL KRUMNOW VICE PRESIDENT, PROGRAMS 161813 0 0 0 0 0 4800 0 8855 0 175468 0 0 0 CAROLINE CHANG DIRECTOR, CS AND POLICY AFFAIRS 163776 0 0 0 0 0 4800 0 2480 0 171056 0 0 0 KATHARINE D CASSATA CHIEF OPERATING OFFICER 151160 0 0 0 0 0 4800 0 314 0 156274 0 0 0 PART I, LINE 3 THE PRESIDENT'S SALARY IS DETERMINED BY THE BOARD OF DIRECTORS, WHICH MAY CONSULT SALARY DATA FROM SIMILAR ORGANIZATIONS. THE BOARD'S DISCUSSION AND DETERMINATION THEREOF IS RECORDED IN THE BOARD'S MEETING MINUTES. PART I, LINE 7 THE BOARD DETERMINES THE CEO'S BONUS EACH YEAR UPON REVIEW OF HIS PERFORMANCE. OTHER BONUSES ARE AT THE DISCRETION OF THE CEO FOR RETENTION AND/OR MERIT PURPOSES. A RETENTION BONUS MIGHT BE OFFERED IF AN EMPLOYEE AGREES TO STAY THROUGH THE END OF A PROJECT OR IN SUPPORT OF ANOTHER EMPLOYEE'S LEAVE. A MERIT BONUS MIGHT BE OFFERED TO REWARD EXCELLENT PERFORMANCE AS A ONE-TIME PAYMENT WITHOUT INCREASING SALARIES. X 1 99614 FMV 0 0 1 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN PART I, COLUMN (B). PART I, LINE 32B: THE ORGANIZATION USES IT'S INVESTMENT COMPANY TO SELL DONATED SECURITIES AS SOON AS PRACTICAL. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION'S BYLAWS HAVE BEEN AMENDED TO INCLUDE SECTION 7, "COMPENSATION AND REIMBURSEMENT," IN ARTICLE III. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT. AFTER THE DRAFT IS COMPLETE, IT IS REVIEWED BY THE ORGANIZATION'S ACCOUNTANT PRIOR TO DISTRIBUTING TO THE PRESIDENT, TREASURER, AND FINANCE DIRECTOR FOR THEIR REVIEW. CHANGES ARE SUBMITTED BACK TO THE 990 PREPARER AND THEN A FINAL COPY IS PRODUCED. THE FINAL COPY IS SENT TO THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONVERGENCE HAS ALL OFFICERS SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY. THE POLICY INCLUDES THE DUTY TO REPORT ANY POSSIBLE CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15A THE PRESIDENT'S SALARY IS DETERMINED BY THE BOARD OF DIRECTORS, WHICH MAY CONSULT SALARY DATA FROM SIMILAR ORGANIZATIONS. THE BOARD'S DISCUSSION AND DETERMINATION THEREOF IS RECORDED IN THE BOARD'S MEETING MINUTES. THE PROCESS WAS CONDUCTED IN FEBRUARY 2022. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G RECRUITING: PROGRAM SERVICE EXPENSES 42,169. MANAGEMENT AND GENERAL EXPENSES 24,045. FUNDRAISING EXPENSES 32,473. TOTAL EXPENSES 98,687. COMMUNICATIONS: PROGRAM SERVICE EXPENSES 161,500. MANAGEMENT AND GENERAL EXPENSES 813. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 162,313. CONSULTANTS - FACILITATION: PROGRAM SERVICE EXPENSES 75,511. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 75,511. BUSINESS CONSULTING: PROGRAM SERVICE EXPENSES 150,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 150,000. CONSULTANTS - ALL OTHERS: PROGRAM SERVICE EXPENSES 406,545. MANAGEMENT AND GENERAL EXPENSES 15,041. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 421,586. PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 5,634. MANAGEMENT AND GENERAL EXPENSES 2,344. FUNDRAISING EXPENSES 1,554. TOTAL EXPENSES 9,532.