2023-11-10T11:03:07-06:00 2022-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2022-01-01 861686219 STATES UNITED ACTION STAT 2029999305 1101 17TH STREET 250 WASHINGTON DC 20036 JOANNA LYDGATE PRESIDENT 2029999305 2023-11-10 1 JOANNA LYDGATE 999009999 0 RICHARD J LOCASTRO CPA P00288314 3019519090 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOANNA LYDGATE 1101 17TH STREET 250 WASHINGTON DC 20036 1175000 0 X STATESUNITEDDEMOCRACY.ORG/STATES-UNITED-ACTION X 2021 DE SEE PART III, LINE 1. 6 5 55 5 0 0 6406391 1175000 0 0 0 0 5170 0 6411561 1175000 0 706085 0 0 526941 1149695 0 0 52475 866927 2157067 1393868 4012847 5017693 -2837847 5175884 2718207 158191 538361 5017693 2179846 X STATES UNITED ACTION IS A NONPARTISAN SECTION 501(C)(4) NONPROFIT ORGANIZATION WITH A MISSION TO PROTECT OUR ELECTIONS AND OUR DEMOCRACY. (CONTINUED ON SCHEDULE O)STATES UNITED ACTION ADVANCES ELECTION PROTECTION, HOLDS DEMOCRACY VIOLATORS ACCOUNTABLE, PREVENTS POLITICAL VIOLENCE AND ADVANCES TRUTH ABOUT ELECTIONS THROUGH RESEARCH, DATA AND COMMUNICATIONS. 0 0 3349744 706085 STATES UNITED ACTION ADVANCES POLICIES THAT PROTECT ELECTION INTEGRITY, HOLD DEMOCRACY VIOLATORS ACCOUNTABLE, PREVENT POLITICAL VIOLENCE,AND PROMOTE TRUTH IN ELECTIONS. STATES UNITED ACTION HAS TRACKED EFFORTS TO UNDERMINE DEMOCRACY, DEVELOPED RESOURCES ON ELECTION DENIERS RUNNING FOR OFFICE, AND PROVIDED MESSAGING TO COUNTER DISINFORMATION. 3349744 0 1 0 0 0 0 0 0 0 0 0 0 1 0 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 0 1 2 0 1 55 1 0 0 0 0 1 1 0 0 0 0 0 0 0 X 6 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI X JOANNA LYDGATE 2029999305 1101 17TH STREET 250 WASHINGTON DC 20036 JOANNA LYDGATE DIRECTOR & PRESIDENT 15.00 25.00 X X 371667 0 46794 CHRISTINE TODD WHITMAN DIRECTOR & CO-CHAIR 1.00 1.00 X X 0 0 0 NORM EISEN DIRECTOR & CO-CHAIR 5.00 15.00 X X 0 0 0 NATALIE LUDAWAY BOARD MEMBER 1.00 X 0 0 0 ERIKA SOTO LAMB BOARD MEMBER 1.00 X 0 0 0 NORMAN ORNSTEIN BOARD MEMBER 1.00 X 0 0 0 JENN FOGEL-BUBLICK CHIEF OPERATING OFFICER 15.00 25.00 X 275000 0 11504 RANJANA NATARAJAN SENIOR COUNSEL 10.00 30.00 X 231688 0 37584 CHRISTINE SUN LEGAL DIRECTOR 10.00 30.00 X 235125 0 16108 THANIA SANCHEZ RESEARCH DIRECTOR 10.00 30.00 X 198145 0 42111 ELIZABETH ULMER SVP, COMMUNICATIONS 10.00 30.00 X 214979 0 17150 KATHERINE REISNER SENIOR COUNSEL 10.00 30.00 X 185350 0 16115 1711954 0 187366 19 0 1 0 CITIZEN INC PO BOX 66298 WASHINGTON DC 20035 LONGITUDINAL PANEL SURVEY STUDY 286905 1 1175000 1175000 1175000 0 0 0 X 706085 706085 268774 143581 83457 41736 735436 522553 212539 344 12701 9785 2869 47 75870 50860 24078 932 56914 37852 16819 2243 332279 332279 108868 3691 104976 201 1213718 1194431 18537 750 94821 83820 11001 43240 22506 19773 961 40162 22178 16600 1384 37831 29054 6919 1858 189074 114456 73124 1494 20817 10442 10375 9136 6010 2713 413 BOOKS, SUBS, REF. 51411 50200 1099 112 LICENSES & FEES 15710 9961 5749 4012847 3349744 610628 52475 4506934 900038 5170 46740 18735 617040 1799434 5175884 2718207 158191 538361 158191 538361 X 5017693 2179846 5017693 2179846 5175884 2718207 -2837847 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE FROM RELATED PARTY 1778051 DEPOSITS 21383 1799434 X 1484781 309781 309781 1175000 0 1175000 4322628 309781 309781 4012847 0 4012847 PART X, LINE 2: FOR THE YEAR ENDED DECEMBER 31, 2022, THE ORGANIZATION HAS DOCUMENTED ITS CONSIDERATION OF FASB 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 PUBLIC DEMOCRACY AMERICA 422 RIVER BEND RD GREAT FALLS VA 22066 271017781 501(C)(3) 450000 0 CONTENT, MICROSITES AND ADS. BIPARTISAN POLICY CENTER 1225 EYE STREET NW SUITE 1000 WASHINGTON DC 20005 731628382 501(C)(3) 7500 0 CONFERENCE PUBLIC DEMOCRACY INC 422 RIVER BEND RD GREAT FALLS VA 22066 273637110 OTHER 248585 0 FMV CONTENT, MICROSITES, AND ADS 2 1 PART I, LINE 2: THE ORGANIZATION WORKS CLOSELY WITH ITS GRANTEES, SEES THE WORK PRODUCT AND AND WORKS WITH GRANTEES TO ENSURE THE WORK IS BEING DONE. IF REQUIRED, WE CAN REQUEST GRANT REPORTS. X 0 0 0 0 0 0 0 1 0 JOANNA LYDGATE DIRECTOR & PRESIDENT 371667 0 0 0 0 0 15000 0 31794 0 418461 0 0 0 JENN FOGEL-BUBLICK CHIEF OPERATING OFFICER 275000 0 0 0 0 0 11000 0 504 0 286504 0 0 0 RANJANA NATARAJAN SENIOR COUNSEL 226688 0 5000 0 0 0 7394 0 30190 0 269272 0 0 0 CHRISTINE SUN LEGAL DIRECTOR 230125 0 5000 0 0 0 7007 0 9101 0 251233 0 0 0 THANIA SANCHEZ RESEARCH DIRECTOR 193145 0 5000 0 0 0 7860 0 34251 0 240256 0 0 0 ELIZABETH ULMER SVP, COMMUNICATIONS 209979 0 5000 0 0 0 8399 0 8751 0 232129 0 0 0 KATHERINE REISNER SENIOR COUNSEL 180350 0 5000 0 0 0 7214 0 8901 0 201465 0 0 0 PART I, LINE 7 THE ORGANIZATION PAID BONUSES AS REPORTED ON PART II, COLUMN (II). FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS. IT WAS THEN REVIEWED BY THE PRESIDENT AND TREASURER AND DISTRIBUTED TO THE ENTIRE BOARD BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C IT IS STATES UNITED ACTION'S POLICY THAT ALL EMPLOYEES AVOID ANY CONFLICT BETWEEN THEIR PERSONAL INTERESTS AND THOSE OF STATES UNITED. THE FUNDAMENTAL PRINCIPLE GUIDING THIS POLICY IS THAT NO EMPLOYEE SHOULD HAVE, OR APPEAR TO HAVE, PERSONAL INTERESTS OR RELATIONSHIPS THAT ACTUALLY OR POTENTIALLY CONFLICT WITH THE BEST INTERESTS OF STATES UNITED. AS A CONDITION OF EMPLOYMENT, ALL EMPLOYEES ARE REQUIRED TO REVIEW, SIGN, AND ABIDE BY THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. BOARD MEMBERS MUST DISCLOSE CONFLICTS OF INTEREST ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS APPROVES THE PRESIDENT'S SALARY USING COMPARABLE DATA OF SIMILAR ORGANIZATIONS AND MARKET CONDITIONS. BOARD DECISIONS ARE DOCUMENTED THROUGH MINUTES AND CORRESPONDENCE. THE LAST COMPENSATION REVIEW DATE TOOK PLACE IN THE SPRING OF 2021. THE COMPENSATION OF OTHER OFFICERS AND/OR KEY EMPLOYEES OF THE ORGANIZATION IS SUBJECT TO A REVIEW AND APPROVAL BY THE BOARD. THE ORGANIZATION SHARES PAYROLL EXPENSE, INCLUDING OFFICER PAYROLL, UNDER A COST-SHARING AGREEMENT WITH A RELATED ORGANIZATION, STATES UNITED DEMOCRACY CENTER, INC. AMOUNTS REPORTED ON PART IX REFLECT THE SALARY ALLOCATED TO STATES UNITED ACTION FOR THE YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G POLICY & PROGRAMS: PROGRAM SERVICE EXPENSES 455,231. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 455,231. COMMUNICATIONS: PROGRAM SERVICE EXPENSES 628,150. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 628,150. CONSULTANTS: PROGRAM SERVICE EXPENSES 108,907. MANAGEMENT AND GENERAL EXPENSES 18,976. FUNDRAISING EXPENSES 675. TOTAL EXPENSES 128,558. HR: PROGRAM SERVICE EXPENSES 2,143. MANAGEMENT AND GENERAL EXPENSES -439. FUNDRAISING EXPENSES 75. TOTAL EXPENSES 1,779. STATES UNITED DEMOCRACY CENTER INC 1101 17TH STREET SUITE 250 WASHINGTON DC 20036 861704152 NONPARTISAN ORGANIZAITON ADVANCING FREE, FAIR, & SECURE ELECTIONS DC 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 STATES UNITED DEMOCRACY CENTER N 399085 COST SHARING AGRMT STATES UNITED DEMOCRACY CENTER O 5017185 COST SHARING AGRMT STATES UNITED DEMOCRACY CENTER P 22500 ACTUAL AMOUNT STATES UNITED DEMOCRACY CENTER Q 4259154 ACTUAL AMOUNT