2023-11-09T13:06:44-06:00 2022-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2022-01-01 863590543 LOCAL PROGRESS POLICY INSTITUTE LOCA 2028105723 1200 18TH ST NW 700 WASHINGTON DC 20036 IVAN LUEVANOS-ELMS EXECUTIVE DIRECTOR 2028105723 2023-11-09 1 IVAN LUEVANOS-ELMS XXX-XX-XXXX 0 RICHARD J LOCASTRO CPA P00288314 3019519090 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X LOCAL PROGRESS IMPACT LAB IVAN LUEVANOS-ELMS 1200 18TH ST NW 700 WASHINGTON DC 20036 5583761 0 X LOCALPROGRESS.ORG X 2021 DC SEE PART III, LINE 1. 5 5 24 6 0 0 2765101 5527376 0 25474 0 1155 0 29756 2765101 5583761 0 300000 0 0 0 2051683 0 4441 232593 10088 1529567 10088 3885691 2755013 1698070 2755407 4571159 394 115635 2755013 4455524 LOCAL PROGRESS IS A MOVEMENT OF ELECTED OFFICIALS ADVANCING A RACIAL AND ECONOMIC JUSTICE AGENDA THROUGH ALL LEVELS OF LOCAL GOVERNMENT. 0 0 3156110 300000 25474 LOCAL PROGRESS IMPACT LAB BRINGS TOGETHER LOCAL LEADERS, PARTNERS, AND EXPERTS TO BUILD THE KNOWLEDGE, SKILLS, AND LEADERSHIP NEEDED TO ADVANCE RACIAL AND ECONOMIC JUSTICE AT THE LOCAL LEVEL. WE DO THIS THROUGH PROVIDING POLICY SUPPORT ON ISSUES AND BRINGING OUR MEMBERS TOGETHER THROUGH STATE CHAPTERS, ISSUE STEERING COMMITTEES, IDENTITY CAUCUSES, AND A NATIONAL CONVENING. IN ADDITION, WE JOINTLY HOST THE PROGRESSIVE GOVERNANCE ACADEMY PROGRAM WITH RE:POWER AND THE STATE INNOVATIVE EXCHANGE. THE PROGRESSIVE GOVERNANCE ACADEMY HELPS PROGRESSIVE STATE AND LOCAL ELECTED OFFICIALS DEVELOP THE LEADERSHIP AND GOVERNANCE SKILLS THEY NEED TO BE POWERFUL AND EFFECTIVE LEADERS. 3156110 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 27 0 1 24 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL CA FL GA IL KS KY MD MA MI MS NH NJ NY NC OR PA RI SC TN UT WV WI X X IVAN LUEVANOS-ELMS 2028105723 1200 18TH ST NW STE 700 WASHINGTON DC 20036 GREG CASAR CHAIR (THROUGH 07/22) 1.00 X X 0 0 0 JILLIAN JOHNSON TREAS. THEN CHAIR (EFF. 07/22) 1.00 1.00 X X 0 0 0 REBECCA WASSERMAN SECRETARY-TREASURER 1.00 1.00 X X 0 0 0 KRISTERFER BURNETT BOARD MEMBER 1.00 1.00 X 0 0 0 HELEN GYM BOARD MEMBER 1.00 1.00 X 0 0 0 MARCELIA NICHOLSON BOARD MEMBER 1.00 1.00 X 0 0 0 SARAH JOHNSON EXECUTIVE DIRECTOR 36.00 4.00 X 155904 0 10573 IVAN LUEVANOS-ELMS ORGANIZING DIRECTOR 23.00 17.00 X 124379 0 22443 SILVIA FABELA PROGRAM DIRECTOR 39.00 1.00 X 127041 0 17065 IIMAY HO DIR. OF ORGANIZATIONAL DEVELOPMENT 38.00 2.00 X 110055 0 21412 TRISA TARO COMMUNICATIONS DIRECTOR 14.00 26.00 X 108303 0 20214 LIJIA GONG POLICY AND LEGAL DIRECTOR 38.00 2.00 X 101097 0 21212 726779 0 112919 6 0 1 0 0 25000 5502376 5527376 CONFERENCE 900099 25474 25474 25474 1155 1155 8456 8456 STIPENDS 900099 21300 21300 21300 5583761 25474 0 30911 278000 278000 22000 22000 149829 103382 22474 23973 1479049 1139954 188494 150601 84726 65348 10785 8593 209104 159763 27040 22301 128975 98503 16689 13783 49667 34019 15448 200 100115 68572 31139 404 4441 4441 339646 232635 105641 1370 54486 44696 7974 1816 45494 31161 14150 183 10286 7679 2010 597 240681 232847 4336 3498 614834 601346 13488 23590 4887 18225 478 SUBS. & DATABASES 31822 24438 7029 355 EQUIPMENT 8110 8110 PROFESSIONAL DEV'L 7587 5135 2452 LICENSES & FEES 2245 744 1501 1004 1001 3 3885691 3156110 496988 232593 934228 1380631 604394 1790781 1869651 27750 30398 19514 363702 0 305517 2755407 4571159 394 115635 394 115635 X 1775013 2385873 980000 2069651 2755013 4455524 2755407 4571159 1698070 2441 0 X 0 1 X 1 0 X 2765101 5527376 8292477 2765101 5527376 8292477 4779198 3513279 9611 9611 21300 21300 8323388 25474 X SCHEDULE A, PART II, COLUMN 2021: THE ORGANIZATION BEGAN ITS OPERATIONS IN APRIL 2021. THEREFORE, THE RETURN PREPARED FOR THE 2021 PERIOD IS A SHORT YEAR. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE FROM RELATED PARTY 305517 305517 X 5744385 2441 158183 160624 5583761 0 5583761 4043874 158183 158183 3885691 0 3885691 PART X, LINE 2: FOR THE YEAR ENDED DECEMBER 31, 2022, THE IMPACT LAB 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 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 22000 0 0 0 0 0 0 22000 0 22000 NORTH AMERICA EDUCATION 22000 0 1 0 1 0 0 0 0 0 PART I, LINE 2: SUBGRANTS ARE MONITORED THROUGH ANNUAL GRANT REPORTING. PART III ACCOUNTING METHOD: 1 CITIZEN ACTION OF NEW YORK 94 CENTRAL AVE SUITE 2 ALBANY NY 12206 112644562 501(C)(4) 15000 0 EDUCATION YOUTH ACTION YOUTH BUILD 206 E 118TH ST NEW YORK NY 10035 133203701 501(C)(4) 15000 0 EDUCATION COMMUNITY VOICES HEARD 115 E 106TH ST 3 NEW YORK NY 10029 133901997 501(C)(4) 30000 0 EDUCATION LOCAL PROGRESS POLICY ACTION 1200 18TH ST NW STE 700 WASHINGTON DC 20036 872098657 501(C)(4) 218000 0 EDUCATION 0 4 PART I, LINE 2: SUBGRANTS ARE MONITORED THROUGH ANNUAL GRANT REPORTING. 501(C)4S SIGN A GRANT AGREEMENT BEFORE RECEIVING FUNDS FROM THE LPPI CERTIFYING THAT THE MONEY WILL ONLY BE USED FOR EDUCATIONAL 501(C)(3) ELIGIBLE PURPOSES. LPPI MONITORS THE 501(C)(4)S THROUGH GRANT REPORTING AND THE SUBMISSION OF FINANCIAL STATEMENTS. THE 501(C)(4) ALSO TRACKS LOBBYING HOURS AND ENSURES THAT LOBBYING AND NON501(C)(3) ELIGIBLE ACTIVITIES ARE FUNDED THROUGH FLEXIBLE SUPPORT. X X 0 0 0 0 0 0 0 0 0 SARAH JOHNSON EXECUTIVE DIRECTOR 149304 0 0 0 6600 0 9636 0 937 0 166477 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY OUTSIDE ACCOUNTANTS AND REVIEWED BY THE EXECUTIVE DIRECTOR AND TREASURER. IT WAS THEN DISTRIBUTED TO THE ENTIRE BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C COVERED EMPLOYEES MUST SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY. COVERED PERSONS INCLUDE ANY MEMBERS OF THE BOARD, OFFICERS, EXECUTIVE-LEVEL EMPLOYEES, OR NON-DIRECTOR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS. A COVERED PERSON WHO HAS AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST DISCLOSES THE EXISTENCE AND NATURE OF HIS OR HER RELATIONSHIP OR FINANCIAL INTEREST TO THE BOARD OF DIRECTORS OR THE COMMITTEE CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT WITH THE CORPORATION. THE DISCLOSURE MUST BE MADE AT OR PRIOR TO THE MEETING OF THE BOARD OR COMMITTEE CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT WITH THE CORPORATION. AFTER DISCLOSURE OF THE POTENTIAL CONFLICT OF INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED COVERED PERSON, THE COVERED PERSON LEAVES THE PORTIONS OF ALL BOARD OR COMMITTEE MEETINGS AT WHICH THE EXISTENCE OF A CONFLICT OF INTEREST OR THE PROPOSED TRANSACTION OR ARRANGEMENT WITH THE CORPORATION IS CONSIDERED. THE REMAINING MEMBERS OF THE BOARD OR COMMITTEE THEN DISCUSSES AND VOTES ON WHETHER A CONFLICT OF INTEREST EXISTS AND SEEKS THE ADVICE OF LEGAL COUNSEL WHERE APPROPRIATE IN MAKING THE DETERMINATION. IF THE BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE THAT A COVERED PERSON HAS FAILED TO DISCLOSE A RELATIONSHIP REQUIRED TO BE DISCLOSED UNDER THIS POLICY, IT INFORMS THE COVERED PERSON OF THE BASIS FOR SUCH BELIEF AND AFFORD THE COVERED PERSON AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE RESPONSE OF THE COVERED PERSON AND MAKING SUCH FURTHER INVESTIGATION AS MAY BE WARRANTED IN THE CIRCUMSTANCES, THE BOARD OR COMMITTEE DETERMINES THAT THE COVERED PERSON HAS IN FACT FAILED TO DISCLOSE A RELATIONSHIP REQUIRED TO BE DISCLOSED UNDER THIS POLICY, IT TAKES APPROPRIATE CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15A AT THE END OF YEAR BOARD MEETING, THE BOARD OF DIRECTORS REVIEWS MARKET DATA FOR EXECUTIVE DIRECTOR COMPENSATION FOR NONPROFITS OF A SIMILAR BUDGET SIZE. THE CHAIR MAKES A RECOMMENDATION, AND THEN THE BOARD DELIBERATES AND APPROVES THE NEXT YEAR'S ED SALARY. THE LAST COMPENSATION REVIEW TOOK PLACE IN DECEMBER 2022. 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. LOCAL PROGRESS POLICY ACTION 1200 18TH ST NW STE 700 WASHINGTON DC 20036 872098657 ADVANCING RACIAL & ECONOMIC JUSTICE THROUGH LOCAL ELECTED OFFICIALS DC 501(C)(4) 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 LOCAL PROGRESS POLICY ACTION B 218000 GRANT AGREEMENT LOCAL PROGRESS POLICY ACTION O 431961 TIMESHEETS LOCAL PROGRESS POLICY ACTION Q 43808 TIMESHEETS & INVOICES SCHEDULE R, PART V: LOCAL PROGRESS AND THE IMPACT LAB HAVE ENTERED INTO A COST-SHARING AGREEMENT UNDER WHICH LOCAL PROGRESS REIMBURSES THE IMPACT LAB FOR LOCAL PROGRESS' ALLOCABLE SHARE OF THE COSTS RELATED TO LOCAL PROGRESS'S USE OF THE IMPACT LAB'S EMPLOYEES, OFFICE SPACE AND OTHER RESOURCES.