2024-10-01T14:30:35-05:00 2023-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2023-01-01 863590543 LOCAL PROGRESS POLICY INSTITUTE LOCA 2028105723 1200 18TH ST NW 700 WASHINGTON DC 20036 IVAN LUEVANOS-ELMS EXECUTIVE DIRECTOR 2028105723 2024-10-01 1 0 ELIZABETH W HELLER P00397829 3019519090 2023 2024-10-15 13:58:12Z LOCAL PROGRESS IMPACT LAB IVAN LUEVANOS-ELMS 1200 18TH ST NW 700 WASHINGTON DC 20036 10465998 0 X LOCALPROGRESS.ORG X 2021 DC SEE PART III, LINE 1. 4 4 24 4 0 0 5527376 7402356 25474 70724 1155 53485 29756 5915 5583761 7532480 300000 1177598 0 0 2051683 2197962 4441 0 200191 1529567 1537969 3885691 4913529 1698070 2618951 4571159 7302244 115635 221059 4455524 7081185 LOCAL PROGRESS IS A MOVEMENT OF ELECTED OFFICIALS ADVANCING A RACIAL AND ECONOMIC JUSTICE AGENDA THROUGH ALL LEVELS OF LOCAL GOVERNMENT. 0 0 3772318 1177598 70724 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. 3772318 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 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 29 0 1 24 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 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 VA X X IVAN LUEVANOS-ELMS 2028105723 1200 18TH ST NW STE 700 WASHINGTON DC 20036 JILLIAN JOHNSON CHAIR 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 MARCELIA NICHOLSON BOARD MEMBER 1.00 1.00 X 0 0 0 IVAN LUEVANOS-ELMS EXECUTIVE DIRECTOR, (FROM 9/15/2023) 22.00 18.00 X 149198 0 26339 SARAH JOHNSON EXECUTIVE DIRECTOR, (UNTIL 9/15/2023) 32.00 8.00 X 141948 0 8125 IIMAY HO DIRECTOR OF ORGANIZATIONAL DEVELOPMENT 39.00 1.00 X 132434 0 29149 TRISA TARO COMMUNICATIONS DIRECTOR 5.00 35.00 X 136484 0 23973 ARI SCHWARTZ MANAGING DIRECTOR, POLICY & PROGRAM 36.00 4.00 X 137423 0 17691 FRANESCA MENES MANAGING DIRECTOR, MEMBERSHIP & ORGANIZING 20.00 20.00 X 126581 0 23726 LIJIA GONG POLICY AND LEGAL DIRECTOR 38.00 2.00 X 109677 0 8080 933745 0 137083 7 0 1 0 0 7402356 7402356 CONFERENCE 900099 55724 55724 SERVICE REVENUE 900099 15000 15000 70724 53600 53600 2933403 2933518 -115 -115 -115 MISCELLANEOUS INCOME 900099 5915 5915 5915 7532480 70724 0 59400 X 1177598 1177598 216603 158145 30275 28183 1565319 1073046 377125 115148 89918 61590 21761 6567 193760 132906 46367 14487 132362 91357 30471 10534 20430 10223 10164 43 112565 56327 55999 239 570952 285700 284039 1213 45708 34801 8575 2332 17861 8937 8886 38 34111 25002 6534 2575 192179 160202 21142 10835 446651 440104 1185 5362 31553 5696 25185 672 SUBS. & DATABASES 44995 40802 2968 1225 LICENSES & FEES 11031 2660 8371 PROFESSIONAL DEV'L 5695 4071 1150 474 EQUIPMENT 3456 2594 598 264 782 557 225 4913529 3772318 941020 200191 1380631 2384184 604394 415520 1869651 2821734 27750 2941 19514 38665 363702 1348386 305517 290814 4571159 7302244 115635 221059 115635 221059 X 2385873 4024451 2069651 3056734 4455524 7081185 4571159 7302244 2618951 6710 0 X 0 1 X 1 0 X 2765101 5527376 7402356 15694833 2765101 5527376 7402356 15694833 8816443 6878390 9611 53600 63211 21300 5915 27215 15785259 96198 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 7539190 6710 6710 7532480 0 7532480 4913529 0 4913529 0 4913529 1 LOCAL PROGRESS POLICY ACTION 1200 18TH ST NW STE 700 WASHINGTON DC 20036 872098657 501(C)(4) 1177598 0 EDUCATION 0 1 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 IVAN LUEVANOS-ELMS EXECUTIVE DIRECTOR, (FROM 9/15/2023) 149198 0 0 0 0 0 9573 0 16766 0 175537 0 0 0 IIMAY HO DIRECTOR OF ORGANIZATIONAL DEVELOPME 132434 0 0 0 0 0 8364 0 20785 0 161583 0 0 0 TRISA TARO COMMUNICATIONS DIRECTOR 136484 0 0 0 0 0 8040 0 15933 0 160457 0 0 0 ARI SCHWARTZ MANAGING DIRECTOR, POLICY & PROGRAM 137423 0 0 0 0 0 8258 0 9433 0 155114 0 0 0 FRANESCA MENES MANAGING DIRECTOR, MEMBERSHIP & ORGA 126581 0 0 0 0 0 8054 0 15672 0 150307 0 0 0 SARAH JOHNSON EXECUTIVE DIRECTOR, (UNTIL 9/15/2023 141948 0 0 0 0 0 7266 0 859 0 150073 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 MAY 2023. 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. FORM 990, PART IX, LINE 11G OTHER PROFESSIONA FEES: PROGRAM SERVICE EXPENSES 270,946. MANAGEMENT AND GENERAL EXPENSES 269,371. FUNDRAISING EXPENSES 1,151. TOTAL EXPENSES 541,468. FUNDRAISING FEES: PROGRAM SERVICE EXPENSES 11,872. MANAGEMENT AND GENERAL EXPENSES 11,803. FUNDRAISING EXPENSES 50. TOTAL EXPENSES 23,725. GRAPHIC DESIGN: PROGRAM SERVICE EXPENSES 2,882. MANAGEMENT AND GENERAL EXPENSES 2,865. FUNDRAISING EXPENSES 12. TOTAL EXPENSES 5,759. 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 1 1 1 0 0 0 LOCAL PROGRESS POLICY ACTION B 1177598 GRANT AGREEMENT LOCAL PROGRESS POLICY ACTION Q 556612 TIMESHEET ALLOCATIONS AND INVOICE LOCAL PROGRESS POLICY ACTION O 1057962 TIMESHEET ALLOCATIONS LOCAL PROGRESS POLICY ACTION N 15885 RENT SCHEDULE R, PART V: LOCAL PROGRESS POLICY ACTION (LPPA) AND THE LOCAL PROGRESS POLICY INSTITUTE (LPPI) HAVE ENTERED INTO A COST-SHARING AGREEMENT UNDER WHICH LPPA REIMBURSES LPPI FOR LPPA'S ALLOCABLE SHARE OF THE COSTS RELATED TO LPPA'S USE OF LPPI'S EMPLOYEES, OFFICE SPACE AND OTHER RESOURCES.