2024-11-05T09:13:52-06:00 2023-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2023-01-01 132690182 AMERICAN PRESS INSTITUTE INC AMER 5713661140 4401 N FAIRFAX DRIVE 300 ARLINGTON VA 22203 ROBERT WALDEN CFO 5713661140 2024-11-05 1 0 RICHARD J LOCASTRO CPA P00288314 3019519090 2023 2024-10-15 13:58:12Z DANIELLE COFFEY 4401 N FAIRFAX DRIVE 300 ARLINGTON VA 22203 7286771 0 X WWW.AMERICANPRESSINSTITUTE.ORG X 1971 VA TO BE THE TRUSTED SOURCE FOR CAREER & LEADERSHIP DEV. FOR THE NEWSMEDIA INDUSTRY IN N. AMERICA. 15 15 0 15 0 0 2394941 1541241 472274 531396 1123214 1464581 0 0 3990429 3537218 671000 253063 0 0 2426243 2820321 0 0 0 2698683 2558068 5795926 5631452 -1805497 -2094234 44203942 48370289 1341437 1938381 42862505 46431908 X AMERICAN PRESS INSTITUTE ACTS AS A SCOUT ON THE FRONTIER OF TECHNOLOGY AND AUDIENCE BEHAVIOR TO IDENTIFY WHERE CHANGE IS OCCURRING AND HELPS NEWS ORGANIZATIONS LEARN HOW TO IMPLEMENT AND SCALE THAT CHANGE SUCCESSFULLY SO THEY HAVE A SUSTAINABLE FUTURE. 0 0 957639 47883 TABLE STAKES: TABLE STAKES IS A YEARS-LONG INNOVATIVE LEARNING PROGRAM FACILITATED BY API THAT HELPS NEWS ORGANIZATIONS TRANSFORM THEIR JOURNALISM AND BUSINESS THROUGH INTENSIVE CHANGE-MANAGEMENT TRAINING FOR NEWS LEADERS. 935156 435011 METRICS FOR NEWS (AKA CONTENT STRATEGY): API'S PROPRIETARY PROGRAM THAT HELPS PUBLISHERS BUILD AN EMPIRICAL, DATA-INFORMED NEWS STRATEGY THROUGH CUSTOM-BUILT CONTENT ANALYSIS SOFTWARE, NEW JOURNALISM METRICS AND INNOVATIVE AUDIENCE SURVEYS. 406027 72864 TRUSTING NEWS PROJECT 20912 READER REVENUE 127220 23712 EDUCATIONAL PROGRAMS & SUMMITS 1442 TW CHARITY 63828 154900 ELECTION SOS PROJECT 151869 DIVERSITY PROGRAMS 210386 50000 BEYOND PRINT 106300 PITTSBURGH DEIB 100000 ELECTION COVERAGE INSTITUTE 734428 280 19809 RESEARCH AND OTHER PROGRAMS 1516385 205180 43521 3815207 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 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 0 1 0 1 66 0 1 0 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 0 0 VA X ROBERT WALDEN 5713661140 4401 N FAIRFAX DRIVE 300 ARLINGTON VA 22203 BARBARA W WALL CHAIRMAN 1.00 1.00 X X 0 0 0 MARK E ALDMAN MEMBER 1.00 0.00 X 0 0 0 JAMES MARK BRADY MEMBER 1.00 0.00 X 0 0 0 PAULETTE BROWN-HINDS MEMBER 1.00 0.00 X 0 0 0 MARK G CONTRERAS MEMBER 1.00 0.00 X 0 0 0 CRAIG FORMAN MEMBER 1.00 0.00 X 0 0 0 ALEXANDRIA MACCALLUM MEMBER 1.00 0.00 X 0 0 0 DOUG MITCHELL MEMBER 1.00 0.00 X 0 0 0 MARK W NEWHOUSE MEMBER 1.00 1.00 X 0 0 0 AMANDA ZAMORA MEMBER 1.00 0.00 X 0 0 0 GERALDINE MORIBA MEMBER 1.00 0.00 X 0 0 0 ROSS MCDUFFIE MEMBER 1.00 0.00 X 0 0 0 KEVIN D MOWBRAY MEMBER 1.00 1.00 X 0 0 0 S MITRA KALITA MEMBER 1.00 1.00 X 0 0 0 STEVE GROVE MEMBER 1.00 1.00 X 0 0 0 DANIELLE COFFEY PRESIDENT & CEO 15.00 25.00 X 0 825412 29475 MICHAEL BOLDEN EXECUTIVE DIRECTOR 40.00 0.00 X 456780 0 43346 ROBERT WALDEN CFO 15.00 25.00 X 0 457611 28817 SAMANTHA RAGLAND VP, JOURNALISM PROGRAMS 40.00 0.00 X 181033 0 39650 ELITE TRUONG VP, PRODUCT STRATEGY 40.00 0.00 X 179981 0 33361 GWENDOLYN VARGO DIRECTOR OF READER 40.00 0.00 X 180568 0 27495 EMILY RISTOW SENIOR DIRECTOR 40.00 0.00 X 143381 0 20927 LETRELL CRITTENDEN DIR OF INCLUSION & AUD. GROWTH 40.00 0.00 X 129437 0 16994 1271180 1283023 240065 14 0 1 0 MAYER MEDIA STRATEGY 4147 WESTMINSTER DRIVE SARASOTA FL 34241 CONSULTING 163994 LYNN WALSH 4933 BRIGHTON AVE SAN DIEGO CA 92107 CONSULTING 142150 MISSION PARTNERS BENEFIT LLC 7201 WISCONSIN AVE STE 780 BETHESDA MD 20814 CONSULTING 135084 3 1541241 1541241 PROGRAM FEES 900099 476896 476896 ADVISORY SERVICES 900099 54500 54500 531396 1135531 1135531 4078603 3749553 329050 329050 329050 3537218 531396 0 1464581 X 253063 253063 500126 400101 100025 1868355 1408065 460290 180020 136388 43632 97645 73786 23859 174175 132851 41324 29373 28183 1190 128603 128603 1072549 1028265 44284 106 91 15 44422 38344 6078 65671 56685 8986 10068 8690 1378 192919 151804 41115 59606 51883 7723 291 291 INSTITUTIONAL OVERHEAD 900000 900000 SUBSCRIPTIONS 47205 40746 6459 ASSOCIATION DUES 4174 3603 571 GIFTS 3081 2659 422 5631452 3815207 1816245 0 264795 1253235 161838 2994789 162392 269896 38809 75761 2616 2616 291 0 43575817 43776608 44203942 48370289 77023 100034 936049 811089 328365 1027258 1341437 1938381 X 42440526 46149132 421979 282776 42862505 46431908 44203942 48370289 -2094234 5663637 0 X 0 1 X 1 0 X X X 1 NEWS MEDIA ALLIANCE 130433220 10 1 900000 0 1 900000 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, PART IV, SECTION A, LINE 3B: THE SUPPORTED ORGANIZATION, NMA, IS A TAX EXEMPT ORGANIZATION DESCRIBED IN SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. API PERFORMS AN ANNUAL PRO-FORMA CALCULATION THAT ITS SUPPORTED ORGANIZATION MEETS THE PUBLIC SUPPORT TEST OF 509(A)(2). FOR EACH OF THE FOUR PRIOR YEARS, THE IRC 509(A)(2) CALCULATION YIELDED A PUBLIC SUPPORT PERCENTAGE IN EXCESS OF 75%. API MAINTAINS A COPY OF THE PRO-FORMA CALCULATION. SCHEDULE A, PART IV, SECTION A, LINE 3C: API DID NOT PROVIDE ANY DIRECT FINANCIAL SUPPORT TO NMA IN TAX YEAR 2023. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2616 2616 0 0 DUE TO AFFILIATE 975816 DEFERRED COMPENSATION LIABILITY 51442 1027258 9072252 5663637 5663637 3408615 128603 128603 3537218 5502849 0 5502849 128603 128603 5631452 1 HEARKEN INC 914 W CARMEN AVE UNIT 3E CHICAGO IL 60640 473095922 OTHER 54900 0 ENGAGED ELECTION KEENE PUBLISHING CORPORATION 60 WEST STREET KEENE NH 03431 020460096 OTHER 30000 0 TABLE STAKES PRODUCT SPRINT/BEYOND PRINT NATIONAL TRUST FOR LOCAL NEWS 405 WALTHAM STREET 319 LEXINGTON MA 02421 862022385 OTHER 25000 0 BEYOND PRINT ALBANY TIMES UNION CAPITAL NEWSPAPERS PO BOX 15000 ALBANY NY 12212 130433120 OTHER 10000 0 TABLE STAKES PRODUCT SPRINT/ENGAGED ELECTION CITYSIDE JOURNALISM INITIATIVE 2120 UNIVERSITY AVENUE BERKELEY CA 94705 843448887 501(C)(3) 8000 0 ENGAGED ELECTION MISSISSIPPI JOURNALISM AND EDUCATION GROUP 125 S CONGRESS STREET SUITE 1324A JACKSON MA 39201 851403937 OTHER 8000 0 ENGAGED ELECTION THE SALT LAKE TRIBUNE INC 90 SOUTH 400 WEST STE 700 SALT LAKE CITY UT 84111 841878709 OTHER 8000 0 ENGAGED ELECTION VINEGAR HILL VINTAGE 240 WEST MAIN STREET CHARLOTTESVILLE VA 22902 823481697 OTHER 7500 0 ENGAGED ELECTION KOSU 303 PAUL MILLER BLDG STILLWATER OK 74078 736097060 501(C)(3) 7000 0 ENGAGED ELECTION THE RED HOOK DAILY CATCH INC 10 WEST BARD AVE RED HOOK NY 12571 870873194 OTHER 6000 0 ENGAGED ELECTION CITY LIMITS NEWS INC 8 WEST 126TH STREET NEW YORK NY 10027 270218689 OTHER 6000 0 ENGAGED ELECTION HAITINEX MEDIA GROUP 33 MEADOWBROOK PLACE MAPLEWOOD NJ 07040 824949037 OTHER 6000 0 ENGAGED ELECTION RADIO AMBULANTE STUDIOS INC 42 TIEMANN PLACE 312 NEW YORK NY 10027 812765654 OTHER 6000 0 ENGAGED ELECTION CARDINAL PRODUCTIONS INC 2301 LABURNUM AVE SW ROAONKE VA 24015 871532828 OTHER 6000 0 ENGAGED ELECTION LEE ENTERPRISES INC (THE BUFFALO NEWS) PO BOX 4690 CAROL STREAM IL 60197 420823980 OTHER 5900 0 TABLE STAKES MOBILIZING NEWS 2 13 PART I, LINE 2: PROGRESS AND STATUS REPORTS ARE MADE AVAILABLE DURING THE TERM OF THE GRANT AS REQUESTED BY THE ORGANIZATION. A FINAL REPORT, BOTH NARRATIVE AND FINANCIAL IS PROVIDED AT THE END OF THE GRANT TERM. 1 X X X X X 0 0 0 0 0 0 0 1 0 DANIELLE COFFEY PRESIDENT & CEO 0 552912 0 250000 0 22500 0 24750 0 4725 0 854887 0 0 MICHAEL BOLDEN EXECUTIVE DIRECTOR 399280 0 35000 0 22500 0 24750 0 18596 0 500126 0 0 0 ROBERT WALDEN CFO 0 395736 0 39375 0 22500 0 24750 0 4067 0 486428 0 0 SAMANTHA RAGLAND VP, JOURNALISM PROGRAMS 171533 0 9500 0 0 0 13453 0 26197 0 220683 0 0 0 ELITE TRUONG VP, PRODUCT STRATEGY 171981 0 8000 0 0 0 13453 0 19908 0 213342 0 0 0 GWENDOLYN VARGO DIRECTOR OF READER 172568 0 8000 0 0 0 13020 0 14475 0 208063 0 0 0 EMILY RISTOW SENIOR DIRECTOR 139381 0 4000 0 0 0 10513 0 10414 0 164308 0 0 0 PART I, LINE 7 THE FOLLOWING EMPLOYEES REPORTED IN FORM 990, PART VII, SECTION A RECEIVED BONUS COMPENSATION: - DANIELLE COFFEY $250,000 - MICHAEL BOLDEN $35,000 - ROBERT WALDEN $39,375 - SAMANTHA RAGLAND $9,500 - ELITE TRUONG $8,000 - GWENDOLYN VARGO $8,000 - EMILY RISTOW $4,000 - LETRELL CRITTENDEN $5,000 FORM 990, PART VI, SECTION B, LINE 11B THE PREPARATION OF THE IRS FORM 990 IS COMPLETED IN CONJUNCTION WITH AN INDEPENDENT PUBLIC ACCOUNTING FIRM. THE DRAFT IS REVIEWED BY SENIOR MANAGEMENT PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST STATEMENT IS SENT TO EMPLOYEES AND BOARD MEMBERS EACH YEAR. THE DIRECTOR FOR ADMINISTRATION AND FACILITIES MONITORS AND RECEIVES THE SIGNED CONFLICT OF INTEREST STATEMENT AND REPORTS ANY EXCEPTIONS REPORTED TO THE PRESIDENT AND VP. IF A BOARD MEMBER BECOMES AWARE OF A CONFLICT OF INTEREST HE/SHE WOULD RECUSE THEMSELVES FROM VOTING AND DELIBERATIONS ON THE MATTER. IF AN EMPLOYEE IS UNSURE OR BECOMES PERSONALLY INVOLVED IN ANY SITUATION THAT MAY VIOLATE THE REQUIREMENT AND SPIRIT OF THE CONFLICT OF INTEREST POLICY, HE OR SHE CONTACTS API'S PRESIDENT AND EXECUTIVE DIRECTOR. SIMILARLY, IF ONE BECOMES AWARE OF SITUATIONS AMONG HIS OR HER FELLOW EMPLOYEES THAT APPEAR TO VIOLATE HIS ORHER UNDERSTANDING OF THE POLICY, HE OR SHE REPORTS THOSE SITUATIONS TO API'S PRESIDENT AND EXECUTIVE DIRECTOR, THE APPROPRIATE OFFICER, WITH THE VP FOR PROGRAMMING AND PERSONNEL AND THE DIRECTOR OF ADMINISTATION, COMMISSIONS AND INVESTIGATION. IF THE EMPLOYEE IS FOUND TO BE GUILTY OF A CONFLICT OF INTEREST, DISCIPLINARY ACTION IS METED OUT. DISCIPLINARY ACTION MAY INCLUDE TERMINATION AND REIMBURSEMENT TO API FOR ANY LOSSES OR DAMAGES RESULTING FROM THE VIOLATION. FORM 990, PART VI, SECTION B, LINE 15A THE BASE SALARY OF THE PRESIDENT IS SET BY THE INDEPENDENT EXECUTIVE COMMITTEE (AND RATIFIED BY THE BOARD) IN ACCORDANCE WITH PREVAILING COMPENSATION SCALES FOR SIMILAR EDUCATIONAL ORGANIZATIONS AND EXPERIENCE. BASE SALARY BENCHMARKS DONE BY INDEPENDENT ORGANIZATIONS SUCH AS "CEO UPDATE" ARE USED. CONTEMPORANEOUS DOCUMENTATION IS MAINTAINED RELATED TO THE DELIBERATIONS WHICH IS REVIEWED AND APPROVED. THE COMPENSATION FOR API EMPLOYEES IS DETERMINED BY THE PRESIDENT AND IS FORMALLY EVALUATED ANNUALLY. SALARY LEVELS ARE BASED ON PREVAILING COMPENSATION SKILLS BY SIZE OF ORGANIZATION AND EXPERIENCE. OBJECTIVES ARE SET UP EACH YEAR, AND PERFORMANCES ARE EVALUATED AGAINST THOSE OBJECTIVES. SALARY INCREASE AND BONUS ARE DETERMINED BASED ON RESULTS OF PERFORMANCE EVALUATIONS. THE LAST COMPENSATION REVIEW TOOK PLACE IN DECEMBER 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 884,513. MANAGEMENT AND GENERAL EXPENSES 38,093. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 922,606. HONORARIUM: PROGRAM SERVICE EXPENSES 8,149. MANAGEMENT AND GENERAL EXPENSES 351. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,500. OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 134,433. MANAGEMENT AND GENERAL EXPENSES 5,790. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 140,223. RECRUITMENT: PROGRAM SERVICE EXPENSES 1,170. MANAGEMENT AND GENERAL EXPENSES 50. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,220. NEWS MEDIA ALLIANCE 4401 N FAIRFAX DR STE 300 ARLINGTON VA 22203 130433220 TRADE ASSOCIATION VA 501(C)(6) N/A 0 NMA COMMUNICATIONS BUREAU INC 4401 N FAIRFAX DRIVE STE 300 ARLINGTON VA 22203 521014136 HOLDING CO VA NMA C 1 CBI MEDIA LLC 4401 N FAIRFAX DRIVE STE 300 ARLINGTON VA 22203 311650776 INACTIVE DE NAA CBI C 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 NEWS MEDIA ALLIANCE N 900000 COST (SEE PART VII) NEWS MEDIA ALLIANCE O 900000 COST (SEE PART VII) NEWS MEDIA ALLIANCE P 900000 COST (SEE PART VII) PART V, LINE 2: NMA PROVIDES FULL OVERHEAD AND ADMINISTRATIVE SUPPORT TO API UNDER A SHARED SERVICES ARRANGEMENT AT AN AGGREGATED COST OF $900,000. THE COSTS FOR THESE SERVICES ARE PART OF AN AGGREGATE ALLOCATION, AND THUS, INDIVIDUAL COST PERCENTAGES ARE NOT AVAILABLE.