2024-07-09T10:04:15-05:00 2023-12-31 HAN GROUP LLC 1020 19 STREET NW SUITE 800 WASHINGTON DC 20036 990 2023-01-01 131776711 NATIONAL IMMIGRATION FORUM NATI 2023470040 10 G STREET NE 500 WASHINGTON DC 20002 DAWN BYRNE CHIEF FINANCIAL & ADMIN OFFICE 2023470040 2024-07-09 1 DAWN BYRNE 999009999 1 JENNIFER S HAN P00633304 2022937000 2024-07-09 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z JENNIE MURRAY 10 G STREET NE 500 WASHINGTON DC 20002 6672425 0 X WWW.IMMIGRATIONFORUM.ORG X 1954 NY THE FORUM ADVOCATES FOR THE VALUE OF IMMIGRANTS & IMMIGRATION TO THE NATION. 15 15 36 15 0 0 4688800 6268085 155346 229052 50943 173593 18050 1695 4913139 6672425 0 0 0 0 3039478 3612015 0 0 452841 2521178 2871837 5560656 6483852 -647517 188573 11554677 11447475 3710402 3414627 7844275 8032848 X THE NIF ADVOCATES FOR THE VALUE OF IMMIGRANTS AND IMMIGRATION TO THE NATION. FROM A DIVERSITY OF PERSPECTIVES, THE FORUM USES COMMUNICATION, ADVOCACY AND POLICY EXPERTISE TO CREATE A VISION, CONCENSUS AND STRATEGY TO LEAD TO A BETTER, MORE WELCOMING AMERICA. 0 0 1817906 40000 CONSTITUENCIES REFORM - THE NATIONAL IMMIGRATION FORUM SUPPORTS REPLACING OUR BROKEN IMMIGRATION SYSTEM WITH COMMONSENSE SOLUTIONS THAT ADDRESS THE FULL SCOPE OF THE SYSTEM. OUR IMMIGRATION SYSTEM NEEDS TO ADDRESS THE ECONOMIC NEEDS OF OUR COUNTRY AS WELL AS MAINTAIN OUR FAMILY VALUES. 1330973 149052 CONSTITUENCIES INTEGRATION - IT SUPPORTS EFFORTS TO PROMOTE CITIZENSHIP, CIVIC EDUCATION AND ACTIVE INVOLVEMENT IN COMMUNITY LIFE, INCLUDING MAKING CHANGES TO OUR COUNTRY'S NATURALIZATION PROCESS THAT WILL MAKE IT MORE ACCESSIBLE AND EFFICIENT FOR IMMIGRANTS. 1131718 COMMUNICATIONS - THE NATIONAL IMMIGRATION FORUM'S COMMUNICATIONS TEAM IS A STRATEGIC PARTNER, WORKING WITH ALL FORUM DEPARTMENTS (POLICY, CONSTITUENCIES, INTEGRATION, DEVELOPMENT) TO ARTICULATE MESSAGES AND ADVANCE STRATEGIES TO BUILD SUPPORT FOR COMMONSENSE IMMIGRATION REFORM AMONG OUR CENTER RIGHT CONSTITUENCIES. THE COMMUNICATIONS TEAM DIFFERENTIATES ITSELF IN THE IMMIGRATION ADVOCACY SPACE BY LEVERAGING ITS RELATIONSHIPS IN MEDIA, BUSINESS, ACADEMIA AND OTHER AREAS TO AMPLIFY THE FORUM'S MESSAGES. 934139 40000 POLICY 348706 AWARDS EVENT 118970 ASSOCIATES AND GOVERNANCE 1401815 40000 5682412 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 57 0 1 36 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY X X DAWN BYRNE 2023470040 10 G STREET NE NO 500 WASHINGTON DC 20002 REBECCA TALLENT CHAIR 5.00 X X 0 0 0 AKSHAY KHANNA VICE CHAIR 5.00 X X 0 0 0 ELIZABETH NEUMANN TREASURER 1.00 X X 0 0 0 ADRIAN BOTA DIRECTOR 1.00 X 0 0 0 EVELYN DEJESUS DIRECTOR 1.00 X 0 0 0 SUZE FRANCOIS DIRECTOR 1.00 X 0 0 0 GLENN HAMER DIRECTOR 1.00 X 0 0 0 SHIRLEY HOOGSTRA DIRECTOR 1.00 X 0 0 0 SARAH LENTI DIRECTOR 1.00 X 0 0 0 CHANDLER MORSE DIRECTOR 1.00 X 0 0 0 MARK PROSSER DIRECTOR 1.00 X 0 0 0 MIREYA REITH DIRECTOR 1.00 X 0 0 0 REV MARK SEITZ DIRECTOR 1.00 X 0 0 0 MUSTAFA TAMEEZ DIRECTOR 1.00 X 0 0 0 GREGORY ZOELLER DIRECTOR 1.00 1.00 X 0 0 0 JENNIE MURRAY PRESIDENT&CEO 38.00 2.00 X 261820 13780 32990 DAWN BYRNE CHIEF FINANCIAL & ADMIN OFFICER 38.00 2.00 X 174271 9172 49430 EMILY FOSTER VP OF CORPORATE ENGAGEMENT 40.00 0.00 X 182000 0 7455 ADAM ESTLE VP OF FIELD AND CONSTITUENCIES 37.00 3.00 X 128872 10449 37378 JEANNE M ATKINSON CHIEF PROGRAMS OFFICER 39.00 1.00 X 167071 4284 2511 LAURENCE BENENSON VP OF POLICY AND ADVOCACY 34.00 6.00 X 121571 21454 11711 DANIEL GORDON VP OF STRATEGIC COMMUNICATIONS 36.00 4.00 X 112127 12458 24731 1147732 71597 166206 12 0 1 0 MONUMENT POLICY GROUP 975 F STREET NW SUITE 400B WASHINGTON DC 20004 RECRUITMENT & RELATIONSHIP 180418 1 6268085 6268085 PROGRAM SERVICE INCOME 900099 229052 229052 229052 173593 173593 HONORARIUM 900099 1250 1250 REIMBURSEMENTS 900099 445 445 1695 6672425 229052 0 175288 X 514390 420972 53597 39821 2466749 2060119 157707 248923 105676 90160 4240 11276 311433 262376 16323 32734 213767 176308 16425 21034 1418 1418 18780 18780 1629791 1600422 5020 24349 96368 96368 79359 69649 4920 4790 6349 4819 510 1020 239257 230786 250 8221 136809 136561 94 154 388 388 352022 280766 38140 33116 22203 22203 DUES AND PUBLICATIONS 266478 238327 2606 25545 COMMISSARY 21248 14147 5453 1648 RECRUITMENT 1367 632 525 210 6483852 5682412 348599 452841 694544 347687 6472370 7826548 814508 428880 40000 46905 17517 1256616 1104621 156554 151995 3359184 2645460 11554677 11447475 352911 366068 70000 3287491 3048559 3710402 3414627 X 3411505 3460578 4432770 4572270 7844275 8032848 11554677 11447475 188573 0 X X 0 1 X 1 0 X 7062378 6351121 6105492 4688800 6268085 30475876 7062378 6351121 6105492 4688800 6268085 30475876 6456916 24018960 35610 6966 744 37276 173593 254189 16389 4328 8101 15550 1250 45618 30775683 728703 0.78050 0.83580 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2019 AMOUNT: $ 16,389. 2020 AMOUNT: $ 4,328. 2021 AMOUNT: $ 8,101. REIMBURSEMENT - 2022 AMOUNT: $ 11,880. BOOK SALES - 2022 AMOUNT: $ 1,870. HONORARIUM - 2022 AMOUNT: $ 1,800. 2023 AMOUNT: $ 1,250. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 94133 51332 145465 6338387 6483852 474193 118548 0 0 403899 421393 425262 474193 1724747 2587121 65681 80877 71398 145465 363421 100975 105348 106316 118548 431187 646781 44580 55857 21162 94133 215732 491482 491482 0 765134 613139 151995 151995 SECURITY DEPOSITS 28178 RIGHT-OF-USE ASSETS - OPERATING LEASE 2617282 2645460 OPERATING LEASE LIABILITY 3048559 3048559 X 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, 2023 AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION ON THE CONSLIDATED 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. X X X 0 0 0 0 0 0 0 0 0 JENNIE MURRAY PRESIDENT&CEO 261820 13780 0 0 0 0 19636 1034 11704 616 293160 15430 0 0 DAWN BYRNE CHIEF FINANCIAL & ADMIN OFFICER 174271 9172 0 0 0 0 14120 743 32839 1728 221230 11643 0 0 EMILY FOSTER VP OF CORPORATE ENGAGEMENT 182000 0 0 0 0 0 5490 0 1965 0 189455 0 0 0 ADAM ESTLE VP OF FIELD AND CONSTITUENCIES 128872 10449 0 0 0 0 10129 821 24446 1982 163447 13252 0 0 JEANNE M ATKINSON CHIEF PROGRAMS OFFICER 167071 4284 0 0 0 0 2413 62 35 1 169519 4347 0 0 LAURENCE BENENSON VP OF POLICY AND ADVOCACY 121571 21454 0 0 0 0 9194 1623 760 134 131525 23211 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORUM'S FORM 990 IS FIRST PREPARED BY ITS INDEPENDENT ACCOUNTANTS, AND THEN REVIEWED BY THE FINANCE DEPARTMENT, THEN THE EXECUTIVE TEAM, INCLUDING PRESIDENT AND CEO, BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO MEMBERS OF THE BOARD OF DIRECTORS AND STAFF. THE POLICY IS REVIEWED AT THE BOARD OF DIRECTORS AND STAFF MEETINGS AT LEAST ANNUALLY. ALSO, BOARD MEMBERS AND STAFF RECEIVE A HARD COPY OF THE POLICY ANNUALLY AND MUST SIGN TO ACKNOWLEDGE RECEIPT AND UNDERSTANDING AND TO AGREE TO ADHERE TO THE POLICY. THE BOARD OF DIRECTOR IS ASKED TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST WITH RESPECT TO RELATIONSHIPS AND BUSINESS TRANSACTIONS ANNUALLY. DETERMINATIONS ARE MADE AT THE MANAGEMENT LEVEL FOR STAFF AND AT THE BOARD LEVEL FOR MANAGEMENT LEVEL STAFF AND BOARD MEMBERS. THE FORUM BOARD ADOPTED A CONFLICT OF INTEREST POLICY IN 1998. THE CURRENT CONFLICT OF INTEREST POLICY AND SEPARATE WHISTLEBLOWER POLICY WERE UNANIMOUSLY ADOPTED BY THE BOARD OF DIRECTORS IN 2008. THE BOARD INTENDED THIS TO COMMUNICATE TO STAFF THAT THE BOARD WILL SUPPORT ANY STAFF PERSON WHO REPORTS POSSIBLE CONFLICTS OF INTEREST OR ILLEGAL BEHAVIOR UNDER THESE POLICIES. FINANCIAL CONTROLS ARE IN PLACE TO SAFEGUARD AGAINST FINANCIAL CONFLICT OF INTEREST. PERSONS WITH A POTENTIAL CONFLICT ARE PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION BEING REVIEWED/INVESTIGATED. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS SERVES AS THE COMPENSATION COMMITTEE FOR THE PRESIDENT AND CEO. THE COMMITTEE IS ASKED TO COMPLETE A QUESTIONNAIRE TO EVALUATE THE PERFORMANCE OF THE PRESIDENT AND CEO. THE QUESTIONNAIRE GATHERS QUALITATIVE AND QUANTITATIVE EVALUATIONS. THE BOARD CHAIR MEETS WITH THE PRESIDENT AND CEO TO COMMUNICATE THE RESULTS OF THE EVALUATION. COMPENSATION DECISIONS ARE BASED ON SEVERAL CONSIDERATIONS INCLUDING PERFORMANCE, FINANCIAL POSITION OF THE ORGANIZATION, GROWTH OF THE ORGANIZATION, COMPENSATION OF OTHER NON PROFIT ORGANIZATIONS IN THE WASHINGTON, DC AREA AND THE FEDERAL GOVERNMENT. OTHER STAFF COMPENSATION DECISIONS ARE BASED ON MAINTAINING HIGH LEVEL OF PERFORMANCE, FINANCIAL POSITION OF THE ORGANIZATION, COMPENSATION OF OTHER NON PROFIT ORGANIZATIONS IN THE WASHINGTON, DC AREA AND THE FEDERAL GOVERNMENT. COMPENSATION DECISIONS ARE MADE BY AT LEAST TWO MANAGERS, INCLUDING THE PRESIDENT AND CHIEF FINANCIAL OFFICER. THE PROCESS WAS LAST CONDUCTED 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 OF THE MANAGEMENT OF THE ORGANIZATION. FORM 990, PART IX, LINE 11G CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 1,446,599. MANAGEMENT AND GENERAL EXPENSES 5,020. FUNDRAISING EXPENSES 24,199. TOTAL EXPENSES 1,475,818. RECRUITMENT & RELATIONSHIP: PROGRAM SERVICE EXPENSES 135,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 135,000. PROFESSIONAL DEVELOPMENT: PROGRAM SERVICE EXPENSES 18,823. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 150. TOTAL EXPENSES 18,973. FORM 990, PART XII, LINE 12C: THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PREVIOUS YEAR. NATIONAL IMMIGRATION FORUM ACTION FUND 10 G STREET NE SUITE 500 WASHINGTON DC 20002 264718617 IMMIGRATION POLICY ADVOCACY DC 501(C)(4) NATIONAL IMMIGRATION FORUM 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 NATIONAL IMMIGRATION FORUM ACTION FUND N 74032 FMV NATIONAL IMMIGRATION FORUM ACTION FUND O 248743 ACTUAL AMOUNT TRACKED TIME NATIONAL IMMIGRATION FORUM ACTION FUND Q 391647 ACTUAL AMOUNT PAID