2024-07-15T12:01:02-05:00 2023-08-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2022-09-01 823247136 ACCOUNTABLE JUSTICE ACTION FUND ACCO 8028232911 418 BROADWAY 5040 ALBANY NY 12207 CHLOE COCKBURN CEO/PRESIDENT/SECRETARY 8028232911 2024-07-15 1 CHLOE COCKBURN XXX-XX-XXXX 0 RICHARD J LOCASTRO CPA P00288314 3019519090 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z JUST IMPACT ADVISORS CHLOE COCKBURN 418 BROADWAY 5040 ALBANY NY 12207 17894976 0 X WWW.JUSTIMPACTADVISORS.ORG X 2017 DE SEE PART III, LINE 1. 5 4 3 4 0 0 19875000 11525000 0 0 -130267 602576 0 0 19744733 12127576 7360000 5410000 0 0 492846 1021357 0 0 0 679993 996711 8532839 7428068 11211894 4699508 17302951 21304501 761969 110363 16540982 21194138 X THE ASSOCIATION SUPPORTS AND PROMOTES CRIMINAL JUSTICE REFORM VIA PUBLIC EDUCATION, ADVOCACY, DONOR ADVISING AND GRANT MAKING. OUR CORE PROGRAMMATIC AREAS ARE GRANTS AND DONOR ADVISING. 0 0 5695818 5410000 GRANTS: THE ASSOCIATION PROVIDES GRANTS TO A VARIETY OF ORGANIZATIONS THAT ARE FOCUSED ON REFORMING THE CRIMINAL LEGAL SYSTEM AND SHRINKING THE NUMBER OF PEOPLE WHO ARE INCARCERATED IN THE UNITED STATES. HISTORICALLY, GRANTS HAVE SUPPORTED COMMUNITY ORGANIZING, LEADERSHIP DEVELOPMENT, DIRECT ADVOCACY, JOURNALISM, NARRATIVE CHANGE, PROSECUTOR ACCOUNTABILITY, AND POLICY REFORM. WE SEEK TO FUND INNOVATIVE LEADERS AND ORGANIZATIONS DEPLOYING DYNAMIC STRATEGIES TO REDUCE INCARCERATION AND TO FORGE SOLUTIONS AND ALTERNATIVES TO INCARCERATION THAT ARE EFFECTIVE IN KEEPING COMMUNITIES SAFE. WE PRIORITIZE FUNDING TO DIRECTLY IMPACTED LEADERS. IN FY23, GRANTS WERE PROVIDED TO 17 ORGANIZATIONS FOR A TOTAL OF $5,410,000 AND 61% OF THAT AMOUNT WAS AWARDED TO ORGANIZATIONS OR PROJECTS LED BY BLACK PEOPLE. WE PROVIDE HOLISTIC SUPPORT TO GRANTEES AND THEIR PEER MOVEMENT LEADERS WHICH CAN INCLUDE FUNDRAISING, OPERATIONAL, AND STRATEGY ASSISTANCE. IN FY23, WE CONVENED 161 LEADERS FROM 79 NATIONWIDE ORGANIZATIONS FOR A 4-DAY CONFERENCE WITH WORKSHOPS AND TRAININGS ON ORGANIZING, STRATEGY, FUNDRAISING, COMMUNICATIONS, INTERPERSONAL HEALING, AND MANAGEMENT. 1354997 DONOR ADVISING: THE ASSOCIATION SPENDS THE MAJORITY OF ITS TIME FOCUSED ON PROVIDING ADVISORY ASSISTANCE, GRANT RECOMMENDATIONS, AND THOUGHT LEADERSHIP TO DONORS WHO ON OUR ADVICE HAVE INVESTED HEAVILY INTO TRANSFORMING CRIMINAL JUSTICE. IN FY23, WE RECOMMENDED $11,395,000 TO 35 ORGANIZATIONS THROUGH A DONOR-ADVISED-FUND. IN ADDITION, WE CREATED BESPOKE GRANTMAKING RECOMMENDATIONS FOR OTHER FUNDERS. IN 2022, WE CALCULATE THAT OVER $30,000,000 IN MULTI-YEAR FUNDING COMMITMENTS WERE MADE BASED ON OUR RECOMMENDATIONS TO OTHER FUNDERS. EACH MONTH, THE ASSOCIATION COMPOSES AND DISTRIBUTES MEMORANDA ON CURRENT AFFAIRS, RECENT NEWS, BEST FUNDING PRACTICES, AND PHILANTHROPIC OPPORTUNITIES IN THE CRIMINAL JUSTICE REFORM SPACE, REACHING HUNDREDS OF DONORS AND DONOR ADVISORS. WE REGULARLY HOST DONOR BRIEFINGS DISCUSSING OUR STRATEGY AND PROVIDING GUIDANCE TO FUNDERS WHO ARE INTERESTED IN GRANTMAKING TO THE CRIMINAL JUSTICE REFORM FIELD. WE OFFER AN INTRODUCTORY WORKSHOP TO THE FIELD OF CRIMINAL JUSTICE REFORM FOR DONORS AND DONOR ADVISORS. IN FY23, WE WERE INVITED TO PRESENT ON OUR WORK AT FOUR PRESTIGIOUS CONFERENCES EXCLUSIVELY ATTENDED BY DONORS, DONOR ADVISORS, AND PHILANTHROPY PROFESSIONALS. 7050815 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 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 0 0 0 1 3 0 1 3 1 0 0 0 0 1 1 0 0 0 X 5 4 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 DE X CHLOE COCKBURN 8028232911 418 BROADWAY 5040 ALBANY NY 12207 CHLOE COCKBURN CEO/PRESIDENT/SECRETARY 60.00 X X 484889 0 29205 TIM SILARD TREASURER 0.20 X X 0 0 0 MICHAEL KIESCHNICK DIRECTOR 0.20 X 0 0 0 MICHELLE CRENTSIL DIRECTOR 0.20 X 0 0 0 RASHAD ROBINSON DIRECTOR 0.20 X 0 0 0 ZACHARY CARPENTER SENIOR ADVISOR (BEG. 08/22) 40.00 X 85417 0 0 570306 0 29205 1 0 1 0 BEACON ADVISORS 4445 CORPORATE LANE SUITE 264 VIRGINIA BEACH VA 23462 CONSULTING 153730 1 11525000 11525000 573994 573994 5795982 5767400 28582 28582 28582 12127576 0 0 602576 5410000 5410000 782482 719003 63479 113004 60150 52854 5578 1699 3879 78797 47383 31414 41496 32978 8518 11598 11598 19586 19586 34088 34088 308112 256206 51906 10478 10478 4308 4308 69568 69568 452046 452046 53185 53185 FED. FOR. & STATE TAXES 15182 15182 DUES & SUBSCRIPTIONS 12317 30 12287 PAYROLL PROCESSING FEE 3255 1752 1503 FEES AND CHARGES 1820 1820 1168 1168 7428068 7050815 377253 0 778 16658799 21224946 625000 18374 40442 0 39113 17302951 21304501 11969 10363 750000 100000 761969 110363 X 16540982 21194138 16540982 21194138 17302951 21304501 4699508 -46352 0 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2342804 0 267804 2075000 2342804 1 FORWARD JUSTICE ACTION NETWORK 400 W MAIN ST STE 203 DURHAM NC 27701 842032850 50000 MISSOURI WIN 4818 WASHINGTON BLVD ST LOUIS MO 63108 824375006 5000 NEW DIRECTION PAC 401 2ND AVE S STE 303 SEATTLE WA 98104 465509592 20000 THE PEOPLE'S LOBBY PAC PO BOX 15123 CHICAGO IL 60615 471963015 25000 UNITED WORKING FAMILES PAC 2229 S HALSTED ST CHICAGO IL 60608 473249901 25000 WORKING FAMILIES PARTY NATIONAL PAC 77 SANDS ST 6 BROOKLYN NY 11201 810941879 1950000 1 0 0 PART I-A, LINE 1: THE ORGANIZATION FUNDS SOME PROJECT-SPECIFIC GRANTS AND ENGAGES CERTAIN CONTRACTORS IN SUPPORT OF WORK INVOLVING POLITICAL ACTIVITY, INCLUDING SUPPORTING THE ELECTION OF PUBLIC OFFICIALS WHO EXPRESS POLICY POSITIONS CONSISTENT WITH THE ORGANIZATION'S MISSION TO PROMOTE CRIMINAL JUSTICE REFORM. IN THE CURRENT YEAR, SUCH ACTIVITY TOOK PLACE IN SEVERAL U.S. JURISDICTIONS. 1 WORKING FAMILIES PARTY NATIONAL PAC 77 SANDS ST 6 BROOKLYN NY 11201 810941879 527 POLITICAL ORGANI 1950000 0 POLITICAL ACTIVITY RELATED TO CRIMINAL JUSTICE REFORM JUSTICE RESEARCH GROUP 1912 SE 12TH AVE PORTLAND OR 97214 871366666 501(C)(4) 1400000 0 CRIMINAL JUSTICE REFORM WORKING FAMILIES ORGANIZATION INC 77 SANDS STREET 6 BROOKLYN NY 11201 204994004 501(C)(4) 1000000 0 CRIMINAL JUSTICE REFORM GOVERNANCE PROTECTION FUND 800 W BROAD STREET PO BOX 662 FALLS CHURCH VA 22046 923686121 501(C)(4) 250000 0 GENERAL SUPPORT TIDES ADVOCACY 1012 TORNEY AVENUE SAN FRANCISCO CA 94129 943153687 501(C)(4) 200000 0 TO SUPPORT SMART JUSTICE CALIFORNIA THE PEOPLE'S LOBBY PO BOX 15123 CHICAGO IL 60615 461465650 501(C)(4) 130000 0 CRIMINAL JUSTICE REFORM ACTION ST LOUIS POWER PROJECT 2857 SIDNEY ST ST LOUIS MO 63104 851437933 501(C)(4) 100000 0 GENERAL SUPPORT NEW DISABLED SOUTH RISING INC 3546 HEMPHILL STREET ATLANTA GA 30337 921661224 501(C)(4) 75000 0 CRIMINAL JUSTICE REFORM NEW GEORGIA PROJECT ACTION FUND 830 GLENWOOD AVE SE SUITE 510-221 ATLANTA GA 30316 820934131 501(C)(4) 75000 0 CRIMINAL JUSTICE REFORM FORWARD JUSTICE ACTION NETWORK 400 W MAIN ST STE 203 DURHAM NC 27701 842032850 501(C)(4) 50000 0 POLITICAL ACTIVITY RELATED TO CRIMINAL JUSTICE REFORM OHIO FAMILIES UNITE FOR POLITICAL ACTION AND CHANGE 4000 LEAP RD PO BOX 528 HILLIARD OH 43026 872657596 501(C)(4) 50000 0 GENERAL SUPPORT STEP UP FOR ACTION 2022 ST BERNARD AVE 124B NEW ORLEANS LA 70116 815237259 501(C)(4) 30000 0 CRIMINAL JUSTICE REFORM THE PEOPLE'S LOBBY PAC PO BOX 15123 CHICAGO IL 60615 471963015 527 POLITICAL ORGANI 25000 0 CRIMINAL JUSTICE REFORM UNITED WORKING FAMILES PAC 2229 S HALSTED ST CHICAGO IL 60608 473249901 527 POLITICAL ORGANI 25000 0 CRIMINAL JUSTICE REFORM SOUL IN ACTION 11211 S SAINT LAWRENCE AVE CHICAGO IL 60628 823443870 501(C)(4) 25000 0 GENERAL SUPPORT NEW DIRECTION PAC 401 2ND AVE S STE 303 SEATTLE WA 98104 465509592 527 POLITICAL ORGANI 20000 0 GENERAL SUPPORT 0 16 PART I, LINE 2: OUTSIDE LEGAL COUNSEL REVIEWS ALL POTENTIAL GRANTS FOR GRANTEES' ELIGIBILITY BASED ON TAX EXEMPTION AND TYPE OF ORGANIZATION. ALL GRANTS ARE ANALYZED TO DETERMINE WHETHER THEY ARE FOR ELECTORAL OR ADVOCACY PURPOSES. SOME GRANTS, AS ADVISED BY LEGAL COUNSEL, ARE COMPLETED USING A FORMAL GRANT AGREEMENT; FOR ALL OTHER GRANTS, A RECEIPT OR WRITTEN EXCHANGE IS RECEIVED. WE KEEP INTERNAL DOCUMENTATION OF OUR GRANT SELECTION PROCESS, EXPECTATIONS AND EXPECTED IMPACT. WE CONDUCT REGULAR GRANT PROGRESS REVIEWS WITH GRANTEES, AND WE GENERATE INTERNAL REPORTS AT REGULAR INTERVALS, TYPICALLY AT 6 MONTHS, 1 YEAR AND UPON GRANT CLOSURE OR RENEWAL. X X 0 0 0 0 0 0 0 1 0 CHLOE COCKBURN CEO/PRESIDENT/SECRETARY 484889 0 0 0 0 0 29205 0 0 0 514094 0 0 0 PART I, LINE 7 ZACHARY CARPENTER RECEIVED A $12,500 BONUS. FORM 990, PART VI, SECTION A, LINE 6 THE DIRECTORS OF THE ASSOCIATION ARE THE MEMBERS OF THE CORPORATION FOR ALL PURPOSES. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE BOARD OF DIRECTORS, AS MEMBERS OF THE ASSOCIATION HAVE THE POWER TO ELECT BOARD MEMBERS BY A MAJORITY VOTE OF THE DIRECTORS IN OFFICE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY OUTSIDE ACCOUNTANTS AND REVIEWED BY LEGAL COUNSEL. IT WAS THEN DISTRIBUTED TO THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS DIRECTORS, OFFICERS, KEY EMPLOYEES, COMMITTEE MEMBERS, SPOUSES OR DOMESTIC PARTNERS OF ANY OF THE LISTED PEOPLE, AND FORMER OFFICERS, DIRECTORS OR KEY EMPLOYEES WHO SERVED IN SUCH CAPACITY WITHIN THE FIVE PREVIOUS YEARS. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, A COVERED PERSON MUST IMMEDIATELY DISCLOSE TO THE BOARD, COMMITTEE OR BOARD DESIGNEE THE EXISTENCE AND NATURE OF HIS OR HER FINANCIAL INTEREST OR ANY DISCLOSABLE RELATIONSHIPS. ALL NEWLY APPOINTED OR ELECTED BOARD MEMBERS OR OFFICERS SHALL DISCLOSE ALL KNOWN CONFLICTS OF INTEREST AND DISCLOSABLE RELATIONSHIPS UPON ASSUMPTION OF THEIR DUTIES AND, SHOULD A CONFLICT OF INTEREST OR DISCLOSABLE RELATIONSHIP DEVELOP, MUST IMMEDIATELY DISCLOSE TO THE BOARD, COMMITTEE OR BOARD DESIGNEE SUCH ACTUAL OR POSSIBLE CONFLICT OF INTEREST OR DISCLOSABLE RELATIONSHIP. AFTER A POTENTIAL CONFLICT HAS BEEN DISCLOSED, THE BOARD OR COMMITTEE DETERMINES IF A CONFLICT OF INTEREST EXISTS. IF THE BOARD OR COMMITTEE DETERMINES THAT A COVERED PERSON HAS A FINANCIAL INTEREST, THEN IT WILL BE INVESTIGATED AND DETERMINED BY A MAJORITY VOTE OF THE DISINTERESTED BOARD MEMBERS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATIONS BEST INTERESTS. FORM 990, PART VI, SECTION B, LINE 15 CERTAIN INDEPENDENT DIRECTORS SURVEYED THE MARKETPLACE AND GATHERED MARKET DATA ON THE COMPENSATION OF THE ACTING DIRECTOR (THE CEO/EXECUTIVE DIRECTOR) AND OTHER TOP MANAGEMENT POSITIONS. THE ACTING DIRECTOR POSITION AND OTHER TOP MANAGEMENT POSITIONS WERE MATCHED WITH OTHER SIMILAR POSITIONS IN ORGANIZATIONS MANAGING COMPARABLY SIZED GRANT FUNDS, STRUCTURES, AND SCOPE. FOR THE ACTING DIRECTOR POSITIONS AND OTHER TOP MANAGEMENT POSITIONS, BOTH BASE PAY AND TOTAL COMPENSATION PAY WERE COMPARED. TOTAL COMPENSATION INCLUDES BASE PAY AND BONUS PAY. BOARD MEMBERS MONITOR THE PERFORMANCE OF THE ACTING DIRECTOR AND OTHER TOP MANAGEMENT POSITIONS. THE LAST COMPENSATION REVIEW TOOK PLACE IN DECEMBER 2021. CERTAIN INDEPENDENT DIRECTORS SURVEYED THE MARKETPLACE AND GATHERED MARKET DATA ON THE COMPENSATION OF THE ACTING OFFICERS AND KEY EMPLOYEES. THE POSITIONS WERE MATCHED WITH OTHER SIMILAR POSITIONS IN ORGANIZATIONS MANAGING COMPARABLY SIZED GRANT FUNDS, STRUCTURES, AND SCOPE. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST WHEN REQUIRED BY FEDERAL AND STATE LAW.