2023-11-13T09:00:10-06:00 2022-12-31 111986323 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2022-01-01 043454684 BALLOT INITIATIVE STRATEGY CENTER FOUNDATION BALL 2022232373 1660 L STREET NW 605 WASHINGTON DC 20036 CHRIS MELODY FIELDS FIGUEREDO EXECUTIVE DIRECTOR 2022232373 2023-11-08 1 CHRIS MELODY FIELDS FIGUER 999009999 0 AARON M FOX P01365820 2022274000 2023-11-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHRIS MELODY FIGUEREDO 1660 L STREET NW 605 WASHINGTON DC 20036 2916335 0 X WWW.BISCFOUNDATION.ORG X 1999 DC BISC FOUNDATION CONDUCTS RESEARCH ON ISSUES AND THE ROLE OF BALLOT MEASURES IN DEMOCRACY. 10 10 19 10 0 0 2160045 2820593 20000 84150 0 342 21265 11250 2201310 2916335 0 62500 0 0 804528 992429 0 0 159020 539636 1065240 1344164 2120169 857146 796166 1667752 2570957 176101 283140 1491651 2287817 X BALLOT INITIATIVE STRATEGY CENTER FOUNDATION (BISC FOUNDATION) STRENGTHENS DEMOCRACY BY CONDUCTING RESEARCH TO BETTER UNDERSTAND PUBLIC ATTITUDES TOWARD ISSUES AND THE ROLE BALLOT MEASURES PLAY IN OUR DEMOCRACY. 0 0 817069 50000 STRATEGIC INITIATIVES: BISC FOUNDATION WORKS WITH 501(C)(3) PARTNERS TO SUPPORT CIVIC ENGAGEMENT AND PARTNER ALIGNMENT EFFORTS. 185534 12500 POLICY AND LEGAL ADVOCACY ENCOMPASSES WORKING WITH STATE AND NATIONAL PARTNERS, INCLUDING BISC'S LAWYER'S GUILD, TO PROTECT DIRECT DEMOCRACY AND PROGRESSIVE BALLOT MEASURE WINS AROUND THE COUNTRY, WORKING WITH STATE AND NATIONAL PARTNERS ON THE DEVELOPMENT OF EQUITABLE AND STRATEGIC BALLOT MEASURE POLICIES, AS WELL AS THE TRACKING OF BALLOT MEASURES AND ANALYSIS OF BALLOT MEASURE TRENDS. 116814 COMMUNICATIONS: BISC FOUNDATION COMMUNICATIONS FOCUSES ON EXPANDING OUR PRESENCE WITHIN THE CIVIC ENGAGEMENT COMMUNITY VIA EMAIL, SOCIAL MEDIA, AND PRESS INTERVIEWS. 107648 THE TRAINING AND ORGANIZING CATEGORY ENCOMPASSES OUR CAPACITY BUILDING PROGRAM. THE CAPACITY BUILDING PROGRAM IS COMPRISED OF OUR FORMAL TRAINING PROGRAM THAT DEVELOPS CURRICULA AND TRAINS THE FIELD IN THE SKILLS NEEDED TO RUN AND WIN A TRANSFORMATIVE AND EQUITABLE BALLOT MEASURE CAMPAIGNS, AS WELL AS BISC FOUNDATION'S PEER-TO-PEER AND SKILLS BUILDING COHORTS, WHICH HELP PARTNERS ACROSS THE COUNTRY MOVE UP BISC FOUNDATION'S LEADERSHIP DEVELOPMENT LADDER AND SHARE BEST PRACTICES AND LEARN FROM ONE ANOTHER ON AN ONGOING BASIS. 121365 ORGANIZATIONAL DEVELOPMENT 122971 84150 ROAD AHEAD 2022 351984 84150 1471401 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 0 0 0 0 1 2 0 1 19 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X VICTORIA WARD 2022232373 1660 L STREET NW 605 WASHINGTON DC 20036 ELENA NUNEZ CHAIR 1.00 X X 0 0 0 ERIC MARSHALL TREASURER 1.00 X X 0 0 0 RODNEY MCKENZIE SECRETARY 1.00 X 0 0 0 ANDREA MARTA DIRECTOR 1.00 X 0 0 0 VICTORIA KIRBY YORK DIRECTOR 1.00 X 0 0 0 EMILY PERSAUD-ZAMORA DIRECTOR 1.00 X 0 0 0 DANIELLE ATKINSON DIRECTOR 1.00 X 0 0 0 JENNIFER EPPS-ADDISON DIRECTOR 1.00 X 0 0 0 DONALD COHEN DIRECTOR 1.00 X 0 0 0 TOMAS ROBLES DIRECTOR 1.00 X 0 0 0 CHRIS MELODY FIELDS FIGUEREDO EXECUTIVE DIRECTOR 20.00 X 0 208303 26699 0 208303 26699 0 0 1 0 0 2820593 2820593 CONFERENCES 900099 84150 84150 84150 342 342 OTHER REVENUE 900099 11250 11250 11250 2916335 84150 0 11592 X 62500 62500 764193 446778 223431 93984 25055 25055 142571 91149 31648 19774 60610 35642 17503 7465 3270 3270 66437 66437 733417 643975 55254 34188 10906 7998 2571 337 25282 25282 59535 43945 13767 1823 21315 8321 12274 720 120656 113240 7416 2666 1961 622 83 3611 2655 844 112 DUES AND SUBSCRIPTIONS 17807 13237 4036 534 TAXES & FEES 338 338 2120169 1471401 489748 159020 1096261 1829864 550000 733300 16019 4987 8000 6444 0 1556 4222 1250 1250 1667752 2570957 176101 283140 176101 283140 X 816767 1104520 674884 1183297 1491651 2287817 1667752 2570957 796166 0 X 0 1 X 1 0 X 535000 826963 1379482 2160045 2820593 7722083 535000 826963 1379482 2160045 2820593 7722083 4292245 3429838 342 342 361 5001 21265 11250 37877 7760302 104850 0.44200 0.45580 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2019 AMOUNT: $ 361. 2020 AMOUNT: $ 5,001. 2021 AMOUNT: $ 21,265. 2022 AMOUNT: $ 11,250. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8000 6444 1556 1556 DUE TO BISC 283140 283140 X 2916335 0 2916335 0 2916335 2120169 0 2120169 0 2120169 PART X, LINE 2: FOR THE YEAR ENDED DECEMBER 31, 2022, BISC FOUNDATION 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. 0 LIVING UNITED FOR CHANGE IN ARIZONA (LUCHA) 5716 N 19TH AVE PHOENIX AZ 85015 271398645 501(C)(4) 50000 0 TO SUPPORT HEALING JUSTICE IN THE STATE OHIO VOICE 394 E TOWN ST COLUMBUS OH 43215 823381404 501(C)(3) 10000 0 FOR OHIO PARTNERS COLLECTIVE ADVOCACY 1 1 X X X 0 0 0 0 0 0 0 0 0 CHRIS MELODY FIELDS FIGUEREDO EXECUTIVE DIRECTOR 0 194630 0 13673 0 0 0 9732 0 16967 0 235002 0 0 PART I, LINE 3 THE EXECUTIVE DIRECTOR IS PAID BY BALLOT INITIATIVE STRATEGY CENTER (BISC) AND THE BISC FOUNDATION REIMBURSES BISC FOR A PORTION OF HER SALARY WHICH IS ATTRIBUTED TO HER ACTIVITIES. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE AUDITED FINANCIAL STATEMENTS, ALONG WITH THE FEDERAL FORM 990. BISC FOUNDATION'S COUNSEL ALSO REVIEWS THE DRAFT VERSION OF THE FEDERAL FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C IN ORDER TO ADDRESS A CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS OR, IF APPLICABLE, TO THE EXECUTIVE COMMITTEE WHEN CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. IF THE BOARD OR EXECUTIVE COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A DIRECTOR HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE DIRECTOR OF THE BASIS FOR SUCH BELIEF AND AFFORD THE DIRECTOR AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE DIRECTOR'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE BOARD OR COMMITTEE DETERMINES THE DIRECTOR HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15A PRIOR TO DETERMINING A COMPENSATION INCREASE FOR THE EXECUTIVE DIRECTOR, A COMPENSATION ANALYSIS IS COMPLETED BY THE HUMAN RESOURCES CONSULTANT. THIS ANALYSIS IS COMPILED USING SALARY INFORMATION FROM FORM 990S AND SURVEYS FROM SIMILAR ORGANIZATIONS. THIS INFORMATION IS PROVIDED TO THE BOARD OF DIRECTORS FOR THEIR USE IN DETERMINING A SALARY INCREASE FOR THE EXECUTIVE DIRECTOR AS PART OF AN ANNUAL EVALUATION PROCESS. ANY INCREASE IN COMPENSATION FOR THIS POSITION REQUIRES APPROVAL OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS THEN PROVIDES A LETTER OR EMAIL TO THE HUMAN RESOURCES STAFF ON THE NEWLY APPROVED SALARY AND EFFECTIVE DATE. FORM 990, PART VI, SECTION C, LINE 19 BISC FOUNDATION'S MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G RESEARCH: PROGRAM SERVICE EXPENSES 535,522. MANAGEMENT AND GENERAL EXPENSES 10,820. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 546,342. OTHER CONSULTING: PROGRAM SERVICE EXPENSES 108,453. MANAGEMENT AND GENERAL EXPENSES 38,830. FUNDRAISING EXPENSES 34,188. TOTAL EXPENSES 181,471. PAYROLL SERVICE FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 5,604. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,604. FORM 990, PART V, LINE 2A BISC FOUNDATION DOES NOT DIRECTLY HIRE OR COMPENSATE EMPLOYEES. ALL EMPLOYEES ARE EMPLOYEES OF BISC, WHICH IS TAX EXEMPT UNDER IRC SECTION CODE 501(C)(4). THE TOTAL NUMBER OF EMPLOYEES FROM BISC THAT WERE SHARED WITH BISC FOUNDATION WAS 20 DURING THE YEAR ENDED DECEMBER 31, 2021. BISC AND BISC FOUNDATION HAVE A COST SHARING AGREEMENT PURSUANT TO WHICH BISC FOUNDATION REIMBURSES BISC FOR BISC FOUNDATION'S SHARE OF ANY EMPLOYEE TIME DEVOTED TO ITS ACTIVITIES. EMPLOYEES RECEIVE A W-2 FROM BISC.