2024-10-24T14:33:12-05:00 2023-12-31 111986323 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2023-01-01 043454684 BALLOT INITIATIVE STRATEGY CENTER FOUNDATION BALL 2022232373 1660 L STREET NW 605 WASHINGTON DC 20036 CHRIS MELODY FIELDS FIGUEREDO EXECUTIVE DIRECTOR 2022232373 2024-10-23 1 1 AARON M FOX P01365820 2022274000 2024-10-23 2023 2024-10-15 13:58:12Z CHRIS MELODY FIGUEREDO 1660 L STREET NW 605 WASHINGTON DC 20036 5414662 0 X WWW.BISCFOUNDATION.ORG X 1999 DC BISC FOUNDATION CONDUCTS RESEARCH ON ISSUES AND THE ROLE OF BALLOT MEASURES IN DEMOCRACY. 6 6 0 9 0 0 2820593 5407955 84150 0 342 3954 11250 2753 2916335 5414662 62500 425000 0 0 992429 1026922 0 0 154855 1065240 960060 2120169 2411982 796166 3002680 2570957 5834049 283140 543552 2287817 5290497 X BALLOT INITIATIVE STRATEGY CENTER FOUNDATION (BISC FOUNDATION) STRENGTHENS DEMOCRACY BY CONDUCTING RESEARCH TO BETTER UNDERSTAND PUBLIC ATTITUDES TOWARD ISSUES AND THE ROLE BALLOT MEASURES PLAY IN OUR DEMOCRACY. 0 0 520892 425000 101550 STRATEGIC INITIATIVES: BISC FOUNDATION WORKS WITH 501(C)(3) PARTNERS TO SUPPORT CIVIC ENGAGEMENT AND PARTNER ALIGNMENT EFFORTS. 448228 CAPACITY BUILDING TRAINING 277842 POLICY AND LEGAL ADVOCACY ENCOMPASSES WORKING WITH STATE AND NATIONAL PARTNERS, INCLUDING BISC'S LAWYER'S GUILD, TO PROTECT DIRECT DEMOCRACY AND PROGRESSIVE BALLOT MEASURE WINS AROUND THE COUNTRY, WORKING WITH STATE AND NATIONAL PARTNERS ON THE DEVELOPMENT OF EQUITABLE AND STRATEGIC BALLOT MEASURE POLICIES, AS WELL AS THE TRACKING OF BALLOT MEASURES AND ANALYSIS OF BALLOT MEASURE TRENDS.COMMUNICATIONS: BISC FOUNDATION COMMUNICATIONS FOCUSES ON EXPANDING OUR PRESENCE WITHIN THE CIVIC ENGAGEMENT COMMUNITY VIA EMAIL, SOCIAL MEDIA, AND PRESS INTERVIEWS. 214708 ORGANIZATIONAL DEVELOPMENT 148894 COMMUNICATIONS 130942 ROAD AHEAD 2023 494544 1741506 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 9 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X VICTORIA WARD 2022232373 1660 L STREET NW 605 WASHINGTON DC 20036 X ELENA NUNEZ CHAIR 1.00 X X 0 0 0 ERIC MARSHALL TREASURER 1.00 X X 0 0 0 RODNEY MCKENZIE SECRETARY- UNTIL 11/23 1.00 X X 0 0 0 DANIELLE ATKINSON DIRECTOR 1.00 X 0 0 0 JENNIFER EPPS-ADDISON DIRECTOR- UNTIL 04/23 1.00 X 0 0 0 DAKOTA HALL DIRECTOR 1.00 X 0 0 0 ANDREA MARTA DIRECTOR 1.00 X 0 0 0 VICTORIA KIRBY YORK DIRECTOR- UNTIL 12/23 1.00 X 0 0 0 EMILY PERSAUD-ZAMORA DIRECTOR 1.00 X 0 0 0 CHRIS MELODY FIELDS FIGUEREDO EXECUTIVE DIRECTOR 20.00 X 0 0 0 0 0 0 0 0 0 0 0 5407955 731257 5407955 3954 3954 OTHER REVENUE 900099 2753 2753 2753 5414662 0 0 6707 X 425000 425000 771677 439148 242242 90287 17244 9881 5440 1923 156260 113238 26264 16758 81741 36229 37982 7530 8012 7500 512 52032 52032 572394 496108 41407 34879 7502 5115 2265 122 27328 5400 21928 62784 31847 29293 1644 55164 40034 13942 1188 145192 112381 32798 13 1556 789 726 41 6576 4484 1985 107 OTHER OPERATING EXPENSE 19683 13421 5947 315 EQUIPMENT 1837 931 858 48 2411982 1741506 515621 154855 1829864 2349140 403514 733300 2973230 4987 106915 8000 8000 1556 0 1250 1250 2570957 5834049 4360 283140 539192 283140 543552 X 1104520 2282267 1183297 3008230 2287817 5290497 2570957 5834049 3002680 0 X 0 1 X 1 0 X 826963 1379482 2160045 2820593 5407955 12595038 826963 1379482 2160045 2820593 5407955 12595038 7671361 4923677 342 3954 4296 361 5001 21265 11250 2750 40627 12639961 104150 0.38950 0.44200 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2019 AMOUNT: $ 361. 2020 AMOUNT: $ 5,001. 2021 AMOUNT: $ 21,265. 2022 AMOUNT: $ 11,250. 2023 AMOUNT: $ 2,750. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8000 8000 0 0 DUE TO BISC 539192 539192 X 5414662 0 5414662 0 5414662 2411982 0 2411982 0 2411982 PART X, LINE 2: BISC FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE ("IRC"), AS AN ORGANIZATION DESCRIBED IN IRC SECTION 501(C)(3). ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. BISC FOUNDATION IS NOT A PRIVATE FOUNDATION. 0 TIDES FOUNDATION PO BOX 29903 SAN FRANCISCO CA 94129 510198509 501(C)(3) 250000 0 FOR 2.5 PROJECT FLORIDA ALLIANCE FOR CIVIC ENGAGEMENT 25550 SW 152ND AVENUE HOMESTEAD FL 33032 464874864 501(C)(3) 50000 0 GRANT FOR BOLSTERING INFRASTRUCTURE MISSOURI ORGANIZING AND VOTER ENGAGEMENT COLLABORATIVE 1530 S BIG BEND BLVD FIRST FLOOR ST LOUIS MO 63117 431619531 501(C)(3) 50000 0 GRANT FOR BOLSTERING INFRASTRUCTURE NEBRASKA APPLESEED CENTER FOR LAW IN THE PUBLIC INTEREST INC PO BOX 83613 LINCOLN NE 68501 470798343 501(C)(3) 50000 0 GRANT FOR BOLSTERING INFRASTRUCTURE MISSOURI JOBS WITH JUSTICE 2725 CLIFTON AVE ST LOUIS MO 63139 431864844 501(C)(3) 10000 0 SUPPORT OF LEGISLATIVE SESSION EFFORTS AND ORGANIZING MISSISSIPPI VOTES 730 NORTH JEFFERSON STREET JACKSON MS 39202 821014316 501(C)(3) 10000 0 SUPPORT OF LEGISLATIVE SESSION EFFORTS AND ORGANIZING 6 PART I, LINE 2: GRANTEE MUST PROVIDE GRANTOR AN INTERIM PROGRESS REPORT AS REQUESTED BY GRANTOR. INTERIM REPORT GUIDELINES: (1) GRANTEE SHALL PROVIDE REGULAR VERBAL AND WRITTEN UPDATES ON PROGRESS AT MUTUALLY AGREED UPON POINTS THROUGH THE GRANT PERIOD (2) A FINAL REPORT ON THE PROJECT WITHIN THIRTY (30) DAYS OF THE END OF THE GRANT PERIOD, WHICH SHALL BE APRIL 13, 2023. THE REPORT, DUE ON MAY 13 2023, SHALL INCLUDE: (1) A DETAILED DESCRIPTION OF WHAT WAS ACCOMPLISHED BY THE EXPENDITURE OF GRANT FUNDS,INCLUDING A DISCUSSION OF THE PROGRESS MADE TOWARD ACHIEVING THE GOALS OF THE GRANT; (2) A FINANCIAL ACCOUNTING OF HOW THE FUNDS WERE SPENT WHICH HAS BEEN CERTIFIED AS CORRECT BY A RESPONSIBLE FINANCIAL OFFICER OF GRANTEE; AND (3) AN EVALUATION OF THE IMPACT AND RESULTS OF WORK UNDERTAKEN AND AN ASSESSMENT OF PROGRESS THAT HAS BEEN MADE IN MEETING STATED GOALS. THE SUBMITTED REPORT MUST BE SIGNED BY AN OFFICER AND INCLUDE THE FOLLOWING CERTIFICATION INSIDE THE REPORT OR IN AN ATTACHED LETTER: "GRANTEE WARRANTS THAT IT IS IN FULL COMPLIANCE WITH ITS GRANT AGREEMENT WITH GRANTOR AND THAT ALL RESTRICTIONS, INCLUDING THOSE REGARDING THE USE OF THE GRANT FUNDS FOR POLITICAL ACTIVITIES, SET FORTH IN THAT AGREEMENT HAVE BEEN OBSERVED." X 2 731257 FMV 0 0 0 PART I, COLUMN (B): BISC FOUNDATION REPORTS NUMBER OF NON-CASH CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE AUDITED FINANCIAL STATEMENTS, ALONG WITH THE FEDERAL FORM 990. BISC FOUNDATION'S COUNSEL ALSO REVIEWS THE DRAFT VERSION OF THE FEDERAL FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C IN ORDER TO ADDRESS A CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS OR, IF APPLICABLE, TO THE EXECUTIVE COMMITTEE WHEN CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. IF THE BOARD OR EXECUTIVE COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A DIRECTOR HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE DIRECTOR OF THE BASIS FOR SUCH BELIEF AND AFFORD THE DIRECTOR AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE DIRECTOR'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE BOARD OR COMMITTEE DETERMINES THE DIRECTOR HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15A PRIOR TO DETERMINING A COMPENSATION INCREASE FOR THE EXECUTIVE DIRECTOR, A COMPENSATION ANALYSIS IS COMPLETED BY THE HUMAN RESOURCES CONSULTANT. THIS ANALYSIS IS COMPILED USING SALARY INFORMATION FROM FORM 990S AND SURVEYS FROM SIMILAR ORGANIZATIONS. THIS INFORMATION IS PROVIDED TO THE BOARD OF DIRECTORS FOR THEIR USE IN DETERMINING A SALARY INCREASE FOR THE EXECUTIVE DIRECTOR AS PART OF AN ANNUAL EVALUATION PROCESS. ANY INCREASE IN COMPENSATION FOR THIS POSITION REQUIRES APPROVAL OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS THEN PROVIDES A LETTER OR EMAIL TO THE HUMAN RESOURCES STAFF ON THE NEWLY APPROVED SALARY AND EFFECTIVE DATE. FORM 990, PART VI, SECTION C, LINE 19 BISC FOUNDATION'S MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G RESEARCH: PROGRAM SERVICE EXPENSES 285,507. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 285,507. CONSULTING/PROGRAM SUPPORT: PROGRAM SERVICE EXPENSES 199,141. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 34,605. TOTAL EXPENSES 233,746. PAYROLL SERVICE FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 36,333. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 36,333. PROFESSIONAL DEVELOPMENT: PROGRAM SERVICE EXPENSES 11,460. MANAGEMENT AND GENERAL EXPENSES 5,074. FUNDRAISING EXPENSES 274. TOTAL EXPENSES 16,808. FORM 990, PART V, LINE 2A BISC FOUNDATION DOES NOT DIRECTLY HIRE OR COMPENSATE EMPLOYEES. ALL EMPLOYEES ARE EMPLOYEES OF BISC, WHICH IS TAX EXEMPT UNDER IRC SECTION CODE 501(C)(4). THE TOTAL NUMBER OF EMPLOYEES FROM BISC THAT WERE SHARED WITH BISC FOUNDATION WAS 20 DURING THE YEAR ENDED DECEMBER 31, 2023. BISC AND BISC FOUNDATION HAVE A COST SHARING AGREEMENT PURSUANT TO WHICH BISC FOUNDATION REIMBURSES BISC FOR BISC FOUNDATION'S SHARE OF ANY EMPLOYEE TIME DEVOTED TO ITS ACTIVITIES. EMPLOYEES RECEIVE A W-2 FROM BISC.