2023-11-13T12:09:40-06:00 2022-12-31 420714325 RSM US LLP 7351 OFFICE PARK PLACE MELBOURNE FL 329408229 990 2022-01-01 461368531 STATE INNOVATION EXCHANGE STAT 6084408255 1360 REGENT STREET PMB 257 MADISON WI 53715 MOLLY NOBLE VICE PRESIDENT, OPERATIONS 6084408255 2023-11-13 1 MOLLY NOBLE 999009999 0 KELLI PECK P01423033 3217516200 2023-11-13 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X JESSIE ULIBARRI 1360 REGENT STREET PMB 257 MADISON WI 53715 8461698 0 X WWW.STATEINNOVATION.ORG X 2014 CA THE STATE INNOVATION EXCHANGE (SIX) MAKES COLLABORATIVE GOVERNANCE THE NORM AMONG VALUES-ALIGNED STATE LEGISLATORS IN THEIR PARTNERSHIP WITH ISSUE ADVOCATES AND GRASSROOTS LEADERS. THROUGH THIS PRACTICE, WE COMMIT TO CENTERING THE PEOPLE MOST IMPACTED BY SYSTEMIC AND STRUCTURAL OPPRESSION TO TRANSFORM THE CONDITIONS OF POWER AT THE STATE LEVEL. WHEN WE DO THIS, WE WILL SECURE AND SUSTAIN MEANINGFUL RACIAL, GENDER, SOCIAL AND ECONOMIC JUSTICE OUTCOMES THAT ARE FULLY REALIZED IN THE LIVED EXPERIENCE OF THESE COMMUNITIES. 10 10 40 10 0 0 9099422 7980010 40000 447136 500 32427 4325 2125 9144247 8461698 0 0 0 0 4234708 4455220 0 0 218482 2271842 5658450 6506550 10113670 2637697 -1651972 10067492 9080892 571175 1236547 9496317 7844345 X THE STATE INNOVATION EXCHANGE (SIX) MAKES COLLABORATIVE GOVERNANCE THE NORM AMONG VALUES-ALIGNED STATE LEGISLATORS IN THEIR PARTNERSHIP WITH ISSUE ADVOCATES AND GRASSROOTS LEADERS. THROUGH THIS PRACTICE, WE COMMIT TO CENTERING THE PEOPLE MOST IMPACTED BY SYSTEMIC AND STRUCTURAL OPPRESSION TO TRANSFORM THE CONDITIONS OF POWER AT THE STATE LEVEL. WHEN WE DO THIS, WE WILL SECURE AND SUSTAIN MEANINGFUL RACIAL, GENDER, SOCIAL AND ECONOMIC JUSTICE OUTCOMES THAT ARE FULLY REALIZED IN THE LIVED EXPERIENCE OF THESE COMMUNITIES. 0 0 2233075 SIX'S REPRODUCTIVE RIGHTS PROGRAM ORGANIZES AND FACILITATES THE REPRODUCTIVE FREEDOM LEADERSHIP COUNCIL (RFLC), A NONPARTISAN GROUP OF STATE LEGISLATORS. THE RFLC EDUCATES AND ENGAGES LEGISLATORS AND THE GENERAL PUBLIC ON ISSUES RELATED TO REPRODUCTIVE HEALTH, RIGHTS AND JUSTICE, THROUGH SKILL AND ISSUE-BASED TRAININGS, CONVENINGS, PUBLIC OPINION RESEARCH, AND PUBLIC POLICY EDUCATION. 1837740 76433 LEGISLATIVE AFFAIRS: SIX PROVIDES LOCAL TECHNICAL ASSISTANCE AND EDUCATIONAL SUPPORT TO STATE LEGISLATORS, THE GENERAL PUBLIC, AND GRASSROOTS MOVEMENTS ON A WIDE ARRAY OF PROGRESSIVE PUBLIC POLICY TOPICS. THIS INCLUDES DEVELOPING CUSTOMIZED POLICY RESEARCH, CREATING POLICY EDUCATION MATERIALS, CONDUCTING ISSUE BRIEFINGS, HOSTING SKILL-BASED TRAININGS, CONDUCTING PUBLIC OPINION RESEARCH, AND FACILITATING LOCAL, REGIONAL, AND NATIONAL CONVENINGS. 945285 70800 DEMOCRACY: SIX'S DEMOCRACY PROGRAM IS A NATIONAL INITIATIVE THAT WORKS WITH STATE LEGISLATORS, THE GENERAL PUBLIC, AND GRASSROOTS MOVEMENTS TO BE DYNAMIC CHAMPIONS FOR A POWERFUL, INCLUSIVE AND PARTICIPATORY DEMOCRACY. THE PROJECT PROVIDES PUBLIC POLICY RESEARCH, BILL TRACKING, ISSUE BRIEFINGS, SKILL AND ISSUE-BASED TRAININGS, AND REGIONAL AND NATIONAL CONVENINGS. 727900 AGRICULTURE & FOOD SYSTEMS IS A PROGRAM THAT FOCUSES ON SUPPORTING POLICIES THAT PROMOTE HEALTHY AND THRIVING RURAL COMMUNITIES THROUGH ECOLOGICALLY AND SOCIALLY-RESPONSIBLE AGRICULTURE AND LOCAL, DIRECT-MARKET FOOD SYSTEMS. 721452 SPECIAL PROJECTS 1246273 299903 CONVENINGS ARE A KEY WAY THROUGH WHICH WE BRING LEGISLATORS AND MOVEMENT PARTNERS AND OTHER KEY STAKEHOLDERS TO ADVANCE OUR MISSION. THESE CONVENINGS EQUIP LEGISLATORS AND PARTNERS WITH A GREAT UNDERSTANDING OF THE MOST PRESSING ISSUES OF OUR TIME AND PREPARE THEM TO PAVE THE WAY FORWARD. IN 2022 WE HOSTED 5 MAJOR CONVENINGS: THE 2022 NATIONAL CONFERENCE, MEXICO DELEGATION, OUTSIDE VOICES, SOUTHERN CONVENING AND THE POLICY ACCELERATOR. 677050 SIX'S NEW ECONOMIC JUSTICE PROJECT REALIZES ECONOMIC JUSTICE POLICIES AND DEEPENS OUR PROGRAMMATIC FOOTPRINT BY FURTHER ORGANIZING STATE LEGISLATORS AND MOVEMENT GROUPS IN ORDER TO ADVANCE POLICIES ROOTED IN ECONOMIC JUSTICE. LEGISLATORS AND MOVEMENT PARTNERS HAVE LOOKED TO SIX TO BE A VISIONARY CONVENER AND DRIVER OF CHANGE. 3372675 299903 8388775 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 1 0 0 0 0 1 0 0 0 0 1 0 0 0 1 44 0 1 40 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 1 0 CA X THE ORGANIZATION 6084408255 1360 REGENT STREET PMB 257 MADISON WI 53715 KIRSTEN HARRIS-TALLEY CHAIR 2.00 0.00 X X 0 0 0 KATE VILLERS VICE CHAIR 1.00 0.00 X X 0 0 0 BRIAN WEEKS SECRETARY 1.00 0.50 X X 0 0 0 CATHY DUVALL TREASURER 1.00 0.00 X X 0 0 0 SCOTT ANDERSON DIRECTOR 1.00 0.50 X 0 0 0 NADRA FRANKLIN DIRECTOR (AS OF 6/22) 1.00 0.00 X 0 0 0 SARAH JOHNSON DIRECTOR (AS OF 6/22) 1.00 0.00 X 0 0 0 ERIN MAYE QUADE DIRECTOR 1.00 0.00 X 0 0 0 ALEXIS ANDERSON-REED DIRECTOR 0.50 0.00 X 0 0 0 MARY KUSLER DIRECTOR (THRU 6/22) 1.00 0.00 X 0 0 0 JOSEPH SALAZAR DIRECTOR (AS OF 6/22) 1.00 0.50 X 0 0 0 NEHA PATEL CO-EXECUTIVE DIRECTOR 38.00 2.00 X 253168 13325 44199 JESSIE ULIBARRI CO-EXECUTIVE DIRECTOR 38.00 2.00 X 243668 12825 43164 KELLY BADEN SVP, STRATEGIC INITIATIVES AND SERVICES 38.00 2.00 X 168723 8880 39091 NAHAL ZAMANI SVP, STATE STRATEGY 38.00 2.00 X 169765 8935 39685 MOLLY NOBLE VP, OPERATIONS 38.00 2.00 X 167654 8824 11324 JENNIFER DRIVER SR. DIRECTOR, REPRODUCTIVE RIGHTS 38.00 2.00 X 135826 7149 18696 ANTHONY GAD NAT'L DIRECTOR OF RESEARCH 38.00 2.00 X 121352 6387 34291 1260156 66325 230450 20 0 1 0 WEYMOUTH WATSON LLC 1110 6TH ST NE UNIT 4 WASHINGTON DC 20002 CONSULTING SERVICES 538624 TARGETSMART COMMUNICATIONS PO BOX 719441 PHILADELPHIA PA 19171 CONSULTING SERVICES 144500 DH STEWARDSHIP LLC 10310 DRUMM AVENUE KENSINGTON MD 20895 CONSULTING SERVICES 143000 JASMINE BURNETT 2564 CHESHIRE ROAD APT 1 SHAKER HEIGHTS OH 44120 CONSULTING SERVICES 132480 RSM US LLP 331 WEST 3RD STREET STE 200 DAVENPORT IA 52801 ACCOUNTING SERVICES 106266 5 7980010 1133432 7980010 SPONSORSHIP REVENUE 900099 246168 246168 PROGRAM INCOME 900099 141065 141065 REGISTRATION FEES 900099 59903 59903 447136 32427 32427 MISCELLANEOUS REVENUE 900099 2125 2125 2125 8461698 447136 0 34552 X 579831 431532 127634 20665 2974964 2214080 654857 106027 133133 99082 29306 4745 474280 352977 104400 16903 293012 218070 64499 10443 28021 25363 2654 4 123602 111877 11707 18 3828601 3465433 362607 561 78881 66104 10708 2069 48166 40365 6538 1263 12649 9407 1080 2162 630911 483674 121954 25283 463004 444535 4964 13505 3947 2718 1099 130 26041 21823 3535 683 RESEARCH 432937 432937 STAFF COSTS 49902 27488 11532 10882 DUES & SUBSCRIPTIONS 31110 17137 7189 6784 MISCELLANEOUS 4109 2263 950 896 -103431 -78090 -20800 -4541 10113670 8388775 1506413 218482 9334723 2541802 6032427 393078 294207 129 1167 20958 46544 46446 4045 98 334479 191271 10067492 9080892 331148 1236173 374 240027 0 571175 1236547 X 4107844 3927703 5388473 3916642 9496317 7844345 10067492 9080892 -1651972 0 X X 0 1 X 1 0 X 5513208 8269328 8625837 9099422 7980010 39487805 5513208 8269328 8625837 9099422 7980010 39487805 11562564 27925241 32427 32427 429 1439 4194 4325 2125 12512 39532744 711691 0.70640 0.57300 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 429. 2019 AMOUNT: $ 1,439. 2020 AMOUNT: $ 4,194. 2021 AMOUNT: $ 4,325. 2022 AMOUNT: $ 2,125. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 10113670 10113670 655684 163921 0 0 457499 444197 476548 655684 2033928 3050892 19901 56588 34241 110730 114375 111049 119137 163921 508482 762723 8635 8635 46544 46446 98 98 X 8461698 0 8461698 0 8461698 10113670 0 10113670 0 10113670 PART X, LINE 2: FOR THE YEAR ENDED DECEMBER 31, 2022, SIX 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. X X X 0 0 0 0 0 0 0 0 0 NEHA PATEL CO-EXECUTIVE DIRECTOR 239868 12625 13300 700 0 0 12591 663 29398 1547 295157 15535 0 0 JESSIE ULIBARRI CO-EXECUTIVE DIRECTOR 239868 12625 3800 200 0 0 10987 578 30019 1580 284674 14983 0 0 NAHAL ZAMANI SVP, STATE STRATEGY 165965 8735 3800 200 0 0 8421 443 29280 1541 207466 10919 0 0 KELLY BADEN SVP, STRATEGIC INITIATIVES AND SERVI 159223 8380 9500 500 0 0 8364 440 28772 1514 205859 10834 0 0 MOLLY NOBLE VP, OPERATIONS 154354 8124 13300 700 0 0 8297 437 2461 130 178412 9391 0 0 ANTHONY GAD NAT'L DIRECTOR OF RESEARCH 108052 5687 13300 700 0 0 5111 269 27465 1446 153928 8102 0 0 JENNIFER DRIVER SR. DIRECTOR, REPRODUCTIVE RIGHTS 130126 6849 5700 300 0 0 6842 360 10919 575 153587 8084 0 0 JESSIE ULIBARRI CO-EXECUTIVE DIRECTOR REIMBURSEMENTS X 374 374 0 1 0 NEHA PATEL CO-EXECUTIVE DIRECTOR REIMBURSEMENTS X 129 129 0 1 0 503 X 2 1133432 FMV 0 0 0 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS FORM 990, PART VI, SECTION B, LINE 11B THE 990 WAS REVIEWED BY KEY EMPLOYEES AND PROVIDED TO THE BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH OFFICER AND DIRECTOR SIGNS A STATEMENT WHICH AFFIRMS THAT THE PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST, HAS READ AND UNDERSTANDS THE POLICY AND AGREES TO COMPLY WITH THE POLICY. ALL SUCH STATEMENTS ARE FILED WITH THE MINUTES OF THE MEETINGS OF THE BOARD OF DIRECTORS. THE EXECUTIVE DIRECTOR MONITORS THE POLICY. IF THERE IS CAUSE TO BELIEVE THERE IS A CONFLICT, IT IS BROUGHT TO THE ATTENTION OF THE BOARD AND APPROPRIATE ACTION IS TAKEN. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS SETS THE SALARY FOR THE ED AND IT IS APPROVED BY A VOTE OF BOARD MEMBERS. IN 2020 SIX CONDUCTED A COMPENSATION ANALYSIS TO COMPARE CURRENT SIX STAFF SALARIES, INCLUDING THE EXECUTIVE DIRECTORS, TO OTHER COMPARABLE POSITIONS IN THE MARKET. WE KEEP RECORDS OF ALL SALARIES AND SALARY CHANGES WITH THE SUPPORT OF OUR THIRD PARTY PAYROLL COMPANY. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PROGRAM CONSULTING: PROGRAM SERVICE EXPENSES 1,852,847. MANAGEMENT AND GENERAL EXPENSES 193,874. FUNDRAISING EXPENSES 300. TOTAL EXPENSES 2,047,021. LEGISLATIVE & SPECIAL PROJECT CONTRACTS: PROGRAM SERVICE EXPENSES 1,401,326. MANAGEMENT AND GENERAL EXPENSES 146,629. FUNDRAISING EXPENSES 227. TOTAL EXPENSES 1,548,182. COMMUNICATIONS: PROGRAM SERVICE EXPENSES 144,492. MANAGEMENT AND GENERAL EXPENSES 15,118. FUNDRAISING EXPENSES 23. TOTAL EXPENSES 159,633. PAYROLL OUTSOURCING FEES: PROGRAM SERVICE EXPENSES 66,768. MANAGEMENT AND GENERAL EXPENSES 6,986. FUNDRAISING EXPENSES 11. TOTAL EXPENSES 73,765. FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PRIOR YEAR. SIX ACTION 1360 REGENT STREET PMB 257 MADISON WI 53715 203169871 SOCIAL WELFARE ORG. CA 501(C)(4) 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 SIX ACTION O 159921 FMV SIX ACTION Q 104964 COST