2024-08-15T13:47:11-05:00 2023-12-31 910189318 MOSS ADAMS LLP 805 SW BROADWAY STE 1400 PORTLAND OR 97205 990 2023-01-01 853888872 ECONOMIC SECURITY PROJECT INC ECON 7046342917 228 PARK AVE S PMB 32482 NEW YORK NY 10003 TAYLOR JO ISENBERG EXECUTIVE DIRECTOR 7046342917 2024-08-14 1 1 MAGGIE ELLIOTT P01790721 5032421447 2024-08-14 2023 2024-08-08 14:25:15Z TAYLOR JO ISENBERG 228 PARK AVE S PMB 32482 NEW YORK NY 10003 11162541 0 X WWW.ECONOMICSECURITYPROJECT.ORG X 2020 DE THE ECONOMIC SECURITY PROJECT (ESP) CHALLENGES THE STATUS QUO BY CATALYZING IDEAS THAT BUILD ECONOMIC POWER FOR ALL AMERICANS. 5 3 38 3 0 0 10990364 11075456 65756 2550 2764 72889 11652 11646 11070536 11162541 2680025 2280856 0 0 4288778 4574747 0 0 620882 3839067 4340870 10807870 11196473 262666 -33932 8279780 8031317 816302 601771 7463478 7429546 X ECONOMIC SECURITY PROJECT ADVOCATES FOR IDEAS THAT BUILD ECONOMIC POWER FOR ALL AMERICANS. WE AIM TO CHECK CORPORATE POWER THROUGH ANTIMONOPOLY ACTION AND SHAPING MARKETS, CHAMPION A GUARANTEED INCOME, AND ADVOCATE FOR CASH TAX CREDITS. TO ACHIEVE THIS, OUR TEAM DISBURSES GRANTS, RUNS ISSUE CAMPAIGNS, DEVELOPS CREATIVE INTERVENTIONS AND RESEARCH, AND CONVENES THE FIELD TO ADVANCE OUR ISSUES AND TURN BOLD IDEAS INTO REALITY. 0 0 3744890 943525 2550 CASH TAX CREDIT (CTC) IN THE STATES INITIATIVE: DESIGNED TO SHIFT FEDERAL ENERGY FOR A MODERNIZED CTC TO THE STATES, SURPASSED ALL EXPECTATIONS, SUPPORTING THE PASSAGE OF EXPANDED OR IMPROVED TAX CREDITS IN OVER 18 STATES, RESULTING IN OVER $2 BILLION IN OVER 4 MILLION HOUSEHOLDS THIS YEAR ALONE. EVEN AS THAT WORK PICKED UP STEAM, WE KEPT UP THE DRUMBEAT FOR THE FEDERAL CTC. 2147525 365300 GUARANTEED INCOME (GI): LED A RENEWED NATIONAL CONVERSATION AROUND GI AND LIFTED-UP THE EFFECTIVENESS OF PILOT PROGRAMS. IN PARALLEL WE SET THE AGENDA BY BUILDING THE TEN YEAR VISION TO WINNING A GI WITH THE BLUEPRINT FOR A GUARANTEED INCOME, COLLECTIVELY BUILT BY HUNDREDS OF MEMBERS OF THE GUARANTEED INCOME COMMUNITY OF PRACTICE, WHICH GREW TO 1,000+ MEMBERS. 1638065 764932 ANTIMONOPOLY: TO SHAPE MARKETS TO WORK FOR PEOPLE, WE PROVIDED CRUCIAL FUNDING TO THE COALITION FIGHTING FOR A NON-COMPETES BAN FOR WORKERS, ORGANIZED INFLUENTIAL GRASS TOPS LEADERS, AND RAISED THE ISSUE'S VISIBILITY THROUGH NATIONAL MEDIA COVERAGE AND COMPELLING TESTIMONIES HIGHLIGHTING THE IMPLICATIONS FOR WORKERS. WE'VE ALSO JUMPED INTO THE DEBATE ON POLITICAL ECONOMY AND ARTIFICIAL INTELLIGENCE WITH THE FIRST ANTIMONOPOLY & AI EVENT IN WASHINGTON, DC, SEIZING THE OPPORTUNITY TO DEMONSTRATE THAT WE CAN EITHER SHAPE MARKETS TO DELIVER BROAD-BASED PROSPERITY, OR ENTRENCH WEALTH AND POWER IN THE HANDS OF A FEW INDIVIDUALS AND CORPORATIONS. 1497602 207099 2023 WAS A YEAR OF BIG WINS AND BIG MOMENTUM, WITH HUGE WINS ON CASH POLICIES, EXPANSION OF THE NATIONAL MOVEMENT FOR A GUARANTEED INCOME, AND ANTIMONOPOLY ACTION TO SHAPE MARKETS TO WORK FOR FAMILIES. OVER THE COURSE OF THIS YEAR, OUR EVENTS, WORKSHOPS, AND COMMUNITIES OF PRACTICE HAVE CONVENED OVER 1,000 PEOPLE, ENGAGING FRONTLINE ADVOCATES, TOP OFFICIALS IN THE WHITE HOUSE, AND LONG-TIME COLLABORATORS. WE ALSO EXPANDED OUR FOOTPRINT IN BOTH CALIFORNIA AND ILLINOIS, INVESTING IN THEM AS THE VANGUARD STATES IN ADVANCING BOLD ECONOMIC POLICIES. 1497602 207099 9028082 1 1 0 0 0 0 0 0 0 0 0 0 0 0 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 1 1 0 0 1 98 0 1 38 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 3 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 NY X SERGE HYACINTHE 7046342917 228 PARK AVE S PMB 32482 NEW YORK NY 10003 NATALIE FOSTER PRESIDENT 36.00 4.00 X X 290829 18564 22500 DORIAN WARREN SECRETARY 1.00 1.00 X X 18400 0 0 CHRIS HUGHES CHAIR 1.00 1.00 X X 0 0 0 FELICIA WONG TREASURER 1.00 1.00 X X 0 0 0 AISHA NYANDORO DIRECTOR 1.00 1.00 X 0 0 0 TAYLOR JO ISENBERG EXECUTIVE DIRECTOR 36.00 4.00 X 178614 19846 38694 ADAM RUBEN VICE PRESIDENT CAMPAIGNS & POLITICAL STRATEGY 36.00 4.00 X 174413 116275 12 ANNA C AURILIO SENIOR DIRECTOR OF CAMPAIGNS 36.00 4.00 X 110764 73843 32453 TERESA OLLE DIRECTOR OF ECONOMIC SECURITY CA 36.00 4.00 X 89630 59753 31228 HARISH PATEL VICE PRESIDENT BUILD THE FIELD 36.00 4.00 X 184396 11770 15227 SERGE HYACINTHE DIRECTOR OF FINANCE & ADMINISTRATION 36.00 4.00 X 135597 15066 34587 1182643 315117 174701 22 0 1 0 TEAL MEDIA 306 S WASHINGTON AVE SUITE 218 ROYAL OAK MI 48304 COMMUNICATIONS STRATEGY ADVISORY 192159 NEXT RIVER 818 59TH ST OAKLAND CA 94608 STRATEGY CONSULTING 157099 MARKHAM GROUP 1000 W 3RD ST LITTLE ROCK AR 72201 EVENT PRODUCTION 139236 AMEYA PAWAR 4440 N CAMPBELL AVE CHICAGO IL 60625 SENIOR ADVISORY 137056 RAJESH PARAMESWARAN 467 PUTNAM AVE BROOKLYN NY 11221 COMMUNICATIONS STRATEGY ADVISORY 136750 6 11075456 11075456 CONSULTING 900099 2550 2550 2550 72889 72889 OTHER INCOME 900099 11646 11646 11646 11162541 2550 0 84535 X 2280856 2280856 526915 416264 57961 52690 3173683 2506244 334672 332767 115672 91351 12273 12048 479902 378997 50918 49987 278575 220001 29557 29017 23133 1850 21283 50541 50541 1653 1653 2666322 2386506 161549 118267 60414 59500 914 66361 19880 44035 2446 68998 1085 52374 15539 11369 7683 3136 550 256514 105395 150551 568 813666 397076 416395 195 17575 17575 DUES & SUBSCRIPTIONS 153151 38292 108113 6746 EVENT SPONSORSHIP 75000 65000 10000 MEALS & ENTERTAINMENT 55845 35528 20255 62 GIFTS & HONORARIA 20098 16574 3524 230 230 11196473 9028082 1547509 620882 3561117 167363 2450000 1527945 1935000 4649184 24166 17878 0 1433534 309497 235413 8279780 8031317 470858 531771 345444 70000 816302 601771 X 5441648 2744278 2021830 4685268 7463478 7429546 8279780 8031317 -33932 0 X 0 1 X 1 0 X 862000 9559144 10990364 11075456 32486964 862000 9559144 10990364 11075456 32486964 32486964 6319 2764 72889 81972 11652 11646 23298 32592234 68306 X PART II, COLUMN 2020: THE ORGANIZATION WAS INCORPORATED ON NOVEMBER 5TH, 2020. THEREFORE THE 2020 COLUMN REPRESENTS A SHORT YEAR. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 11160888 0 11160888 1653 1653 11162541 11194820 0 11194820 1653 1653 11196473 PART X, LINE 2: THE ORGANIZATION RECOGNIZES THE TAX BENEFIT FORM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO INCOME TAX MATTERS IN MANAGEMENT AND GENERAL. THE ORGANIZATION HAS NO UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2023 AND 2022. THE ORGANIZATION FILES AN EXEMPT ORGANIZATION RETURN IN THE U.S. FEDERAL JURISDICTION. 1 AMERICAN ECONOMIC LIBERTIES PROJECT 1150 CONNECTICUT AVE NW SUITE 800 WASHINGTON DC 20036 843989657 501(C)(3) 25000 0 GENERAL SUPPORT ASSET FUNDERS NETWORK 2045 W GRAND AVE SUITE B CHICAGO IL 60612 831215288 501(C)(3) 50000 0 GENERAL SUPPORT CASH CAMPAIGN OF MARYLAND 575 S CHARLES ST SUITE 500 BALTIMORE MD 21201 814607977 501(C)(3) 60000 0 GENERAL SUPPORT CENTER FOR EMPLOYMENT OPPORTUNITIES 50 BROADWAY ST NEW YORK NY 10004 133843322 501(C)(3) 20000 0 GENERAL SUPPORT COMMUNITY CHANGE 1536 U ST NW WASHINGTON DC 20009 520888113 501(C)(3) 125000 0 GENERAL SUPPORT COMMUNITY SPRING PO BOX 5811 GAINESVILLE FL 32627 843086998 501(C)(3) 20000 0 GENERAL SUPPORT DC FISCAL POLICY INSTITUTE INC 1275 FIRST STREET NW WASHINGTON DC 20002 822103918 501(C)(3) 77000 0 GENERAL SUPPORT FIGHT FOR THE FUTURE EDUCATION FUND PO BOX 55071 PMB 95005 BOSTON MA 02205 452852041 501(C)(3) 80000 0 GENERAL SUPPORT GEORGIA RESILIENCE AND OPPORTUNITY FUND PO BOX 4161 ATLANTA GA 30302 871811721 501(C)(3) 115300 0 GENERAL SUPPORT HAWAII APPLESEED CENTER FOR LAW 733 BISHOP ST SUITE 1180 HONOLULU HI 96813 760748976 501(C)(3) 31400 0 GENERAL SUPPORT I-MAK 16192 COASTAL HWY LEWES DE 19958 208559302 501(C)(3) 105000 0 GENERAL SUPPORT INSTITUTE FOR LOCAL SELF-RELIANCE 2720 E 22ND ST MINNEAPOLIS MN 55406 237394104 501(C)(3) 50000 0 GENERAL SUPPORT INSTITUTE ON TAXATION AND ECONOMIC POLICY 1200 18TH ST NW SUITE 675 WASHINGTON DC 20036 042688165 501(C)(3) 40000 0 GENERAL SUPPORT INSTITUTO DEL DESARROLLO DE LA JUVENTUD 501 AV ROBERTO H TODD SAN JUAN PR 00907 660804193 501(C)(3) 22000 0 GENERAL SUPPORT MAINE EQUAL JUSTICE 126 SEWALL ST AUGUSTA ME 04330 043346273 501(C)(3) 108000 0 GENERAL SUPPORT MASSACHUSETTS BUDGET & POLICY CENTER INC 1 STATE ST SUITE 1250 BOSTON MA 02109 042967537 501(C)(3) 66000 0 GENERAL SUPPORT NEBRASKA APPLESEED 941 O ST SUITE 920 LINCOLN NE 68508 470798343 501(C)(3) 44000 0 GENERAL SUPPORT NEW JERSEY POLICY PERSPECTIVE 137 W HANOVER ST TRENTON NJ 08618 223492715 501(C)(3) 44000 0 GENERAL SUPPORT NEW MEXICO VOICES FOR CHILDREN 625 SILVER AVE SW ALBUQUERQUE NM 87102 850348301 501(C)(3) 35000 0 GENERAL SUPPORT OPEN MARKETS INSTITUTE 655 15TH ST NW SUITE 310 WASHINGTON DC 20005 822529375 501(C)(3) 140000 0 GENERAL SUPPORT OREGON CENTER FOR PUBLIC POLICY 6420 S MACADAM AVE SUITE 200 PORTLAND OR 97239 931186075 501(C)(3) 46400 0 GENERAL SUPPORT PCI - PROGRESSIVE CHANGE INSTITUTE C3 1629 K ST NW SUITE 300 WASHINGTON DC 20006 461193049 501(C)(3) 96250 0 GENERAL SUPPORT POLICYLINK 1438 WEBSTER ST SUITE 303 OAKLAND CA 94612 943297479 501(C)(3) 75000 0 GENERAL SUPPORT PUBLIC ASSETS INSTITUTE 149 STATE STREET MONTPELIER VT 05602 161703662 501(C)(3) 44000 0 GENERAL SUPPORT ROOTED SCHOOL FOUNDATION 612 ANDREW HIGGINS BLVD NEW ORLEANS LA 70130 471901769 501(C)(3) 20000 0 GENERAL SUPPORT SOMOS UN PUEBLO UNIDO 1804 ESPINACITAS ST SANTA FE NM 87505 204216836 501(C)(3) 40000 0 GENERAL SUPPORT SPRINGBOARD FOR THE ARTS 262 UNIVERSITY AVE W ST PAUL MN 55103 411690483 501(C)(3) 20000 0 GENERAL SUPPORT THE NEW YORK IMMIGRATION COALITION 131 W 33RD ST SUITE 610 NEW YORK NY 10001 133573409 501(C)(3) 105600 0 GENERAL SUPPORT THE REGENTS OF THE UNIVERSITY OF CALIFORNIA 120 THEORY SUITE 200 IRVINE CA 92697 952540117 501(C)(3) 5138 0 GENERAL SUPPORT TOWARDS JUSTICE OF COLORADO PO BOX 371680 DENVER CO 80237 464625504 501(C)(3) 50000 0 GENERAL SUPPORT UNIVERSITY OF MASSACHUSETTS - AMHERST 100 VENTURE WAY SUITE 201 HADLEY MA 01035 542084125 501(C)(3) 26000 0 GENERAL SUPPORT UNIVERSITY OF UTAH 201 S PRESIDENTS CIR SUITE 145 SALT LAKE CITY UT 84112 876000525 501(C)(3) 60000 0 GENERAL SUPPORT US PIRG EDUCATION FUND 600 PENNSYLVANIA AVE SUITE 400 WASHINGTON DC 20003 521384240 501(C)(3) 50000 0 GENERAL SUPPORT VOICES FOR UTAH CHILDREN 747 E SOUTH TEMPLE ST SUITE 100 SALT LAKE CITY UT 84102 870428873 501(C)(3) 22000 0 GENERAL SUPPORT WASHINGTON STATE BUDGET & POLICY CENTER 509 OLIVE WAY SUITE 833 SEATTLE WA 98101 721612982 501(C)(3) 65000 0 GENERAL SUPPORT WORKERS CENTER FOR RACIAL JUSTICE 2243 E 71ST ST CHICAGO IL 60649 454461270 501(C)(3) 40000 0 GENERAL SUPPORT YALE UNIVERSITY 150 MUNSON STREET NEW HAVEN CT 06520 060646973 501(C)(3) 60700 0 GENERAL SUPPORT 37 0 PART I, LINE 2: ESP MAINTAINS ONGOING ENGAGEMENTS WITH ITS GRANTEES AND RECEIVES PROGRAMATIC AND FISCAL UPDATES. GRANTEES ARE REQUIRED TO ALERT ESP OF ANY RELEVANT PENDING ISSUES, DEVIATION FROM PROGRAM OBJECTIVES AND THEIR APPROVED BUDGETS. WITHIN ONE-TO TWO MONTHS (DEPENDING ON ORGANIZATIONAL TIMELINES) OF THE CONCLUSION OF THE AWARD, ESP COLLECTS A FINANCIAL AND NARRATIVE REPORT FROM GRANTEES THROUGH OUR GRANTS PORTAL, WHICH DOCUMENT THE GRANT'S ACCOMPLISHMENTS AND USE OF FUNDS. X X 0 0 0 0 0 0 0 0 0 NATALIE FOSTER PRESIDENT 290829 18564 0 0 0 0 21150 1350 0 0 311979 19914 0 0 ADAM RUBEN VICE PRESIDENT CAMPAIGNS & POLITICAL STRATEGY 174413 116275 0 0 0 0 0 0 7 5 174420 116280 0 0 TAYLOR JO ISENBERG EXECUTIVE DIRECTOR 178614 19846 0 0 0 0 19846 2205 16477 166 214937 22217 0 0 ANNA C AURILIO SENIOR DIRECTOR OF CAMPAIGNS 110764 73843 0 0 0 0 16931 11287 2541 1694 130236 86824 0 0 HARISH PATEL VICE PRESIDENT BUILD THE FIELD 184396 11770 0 0 0 0 13910 888 403 26 198709 12684 0 0 SERGE HYACINTHE DIRECTOR OF FINANCE & ADMINISTRATION 135597 15066 0 0 0 0 25843 2871 5286 587 166726 18524 0 0 TERESA OLLE DIRECTOR OF ECONOMIC SECURITY CA 89630 59753 0 0 0 0 18000 12000 737 491 108367 72244 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DID NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED BY THE TREASURER AND OUTSIDE COUNSEL. THE FINAL COPY OF THE RETURN WAS PROVIDED TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS MEMBERS, DIRECTORS, OFFICERS, AND KEY EMPLOYEES OF THE CORPORATION ("COVERED PERSONS"). A COPY OF THE CONFLICT OF INTEREST POLICY MUST BE FURNISHED ANNUALLY TO EACH COVERED PERSON. EACH COVERED PERSON ANNUALLY SIGNS A STATEMENT THAT AFFIRMS THAT HE OR SHE HAS RECEIVED A COPY OF THIS POLICY, HAS READ AND UNDERSTANDS THE POLICY, AND HAS AGREED TO COMPLY WITH THIS POLICY. COVERED PERSONS MUST ANNUALLY FILES A STATEMENT WITH THE BOARD OF DIRECTORS THAT LISTS ANY OUTSIDE EMPLOYMENT OR CONSULTING WORK OR ANY BOARD MEMBERSHIP OR AFFILIATION WITH OTHER ORGANIZATIONS THAT COULD CONSTITUTE A CONFLICT, ALONG WITH A LISTING OF SIGNIFICANT INVESTMENTS OWNED AS DEFINED IN THE POLICY. ALL MATERIAL FACTS CONCERNING ANY SITUATION THAT MIGHT BE VIEWED AS A CONFLICT IS DISCLOSED TO THE BOARD OF DIRECTORS BY THE COVERED PERSON CONCERNED. NO COVERED PERSON MAY BE PRESENT FOR A VOTE BY THE BOARD OF DIRECTORS ON ANY DECISION OR ACTION BY THE CORPORATION THAT WOULD DIRECTLY OR INDIRECTLY BENEFIT THAT PERSON, ALTHOUGH THAT PERSON MAY ANSWER QUESTIONS OR RESPOND TO REQUESTS FOR FACTUAL INFORMATION NEEDED FOR THE BOARD TO MAKE AN INFORMED DECISION. THE BOARD MAY NOT APPROVE ANY TRANSACTION IN WHICH A COVERED PERSON HAS A MATERIAL FINANCIAL INTEREST. THE MINUTES OF ANY BOARD MEETING AT WHICH DISCUSSIONS OF POTENTIAL CONFLICTED TRANSACTIONS TAKE PLACE REFLECTS IN DETAIL THE DELIBERATIONS AND VOTING PROCESS RELATED TO SUCH TRANSACTIONS. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S AND PRESIDENT'S COMPENSATION PACKAGES ARE REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. COMPENSATION IS BASED ON COMPENSATION HISTORY, COMPARABLE SALARIES AND LEVEL OF RESPONSIBILITY. THE PROCESS WAS LAST COMPLETED IN MARCH 2022. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST WHEN REQUIRED BY FEDERAL OR STATE LAW. FORM 990, PART IX, LINE 11G CONSULTING FEES: PROGRAM SERVICE EXPENSES 2,201,948. MANAGEMENT AND GENERAL EXPENSES 143,295. FUNDRAISING EXPENSES 118,167. TOTAL EXPENSES 2,463,410. RECRUITMENT FEES: PROGRAM SERVICE EXPENSES 128,483. MANAGEMENT AND GENERAL EXPENSES 18,254. FUNDRAISING EXPENSES 100. TOTAL EXPENSES 146,837. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,075. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,075. POLLING CONSULTANTS: PROGRAM SERVICE EXPENSES 55,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 55,000. ECONOMIC SECURITY PROJECT ACTION INC 228 PARK AVE S PMB 32482 NEW YORK NY 10003 832050594 RESEARCH DE 501(C)(4) N/A ECONOMIC SECURITY PROJECT INC 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 ECONOMIC SECURITY PROJECT ACTION INC O 957342 ACTUAL