2024-03-29T10:48:43-05:00 2023-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2022-07-01 710891642 FRAMEWORKS INSTITUTE FRAM 2028880515 1333 H ST NW 700W WASHINGTON DC 20005 NATHANIEL KENDALL-TAYLOR CEO 2028880515 2024-03-29 1 NATHANIEL KENDALL-TAYLOR 999009999 0 RICHARD J LOCASTRO CPA P00288314 3019519090 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z NATHANIEL KENDALL-TAYLOR 1333 H ST NW 700W WASHINGTON DC 20005 8334268 0 X WWW.FRAMEWORKSINSTITUTE.ORG X 2002 DE SEE PART III, LINE 1. 13 13 29 0 0 0 4186001 3659942 1926163 2521990 -49974 27734 -5086 -39872 6057104 6169794 0 0 0 0 3362583 4300045 0 0 0 2727791 3143685 6090374 7443730 -33270 -1273936 8374816 7804381 368901 856674 8005915 6947707 X TO IDENTIFY, CONDUCT, TRANSLATE, AND APPLY RIGOROUS RESEARCH THAT FRAMES THE PUBLIC DISCOURSE ON SOCIAL PROBLEMS IN ORDER TO ADVANCE THE NONPROFIT AND PUBLIC SECTORS' COMMUNICATIONS CAPACITY, ALIGNMENT, AND EFFECTIVENESS. 0 0 1078090 635195 HUMAN RIGHTS, SERVICES AND JUSTICE: FRAMEWORKS UNDERTAKES MULTIPLE PROJECTS IN THE AREAS OF HUMAN RIGHTS, SERVICES, AND JUSTICE. RESEARCHERS STUDY HOW NONPROFIT ORGANIZATIONS CAN HELP THE PUBLIC UNDERSTAND THE CRIMINAL JUSTICE SYSTEM AND THE NEED TO REFORM IT IN THE U.S., BRAZIL, THE NETHERLANDS, AND THE UNITED KINGDOM. FRAMEWORKS HAS PARTNERED WITH SEVERAL GLOBAL ORGANIZATIONS TO COMMUNICATE THE VALUE OF PEACE AND PEACEBUILDING AS FOREIGN POLICY STRATEGIES. ADDITIONALLY, THE INSTITUTE HAS CONDUCTED RESEARCH IN THE U.S. AND THE UNITED KINGDOM ON AFFORDABLE HOUSING. 907290 534562 HEALTH: FRAMEWORKS' RESEARCH HAS TAKEN PLACE ON A WIDE VARIETY OF ISSUE AREAS, INCLUDING CHILDREN'S MENTAL AND ORAL HEALTH, TOBACCO-RELATED HEALTH DISPARITIES, SOCIAL DETERMINANTS OF HEALTH, THE INTERSECTION OF PUBLIC HEALTH AND OTHER SECTORS, COMMUNITY HEALTH, ENVIRONMENTAL HEALTH, HEALTH CARE, AND PUBLIC HEALTH INFORMATICS. ESPECIALLY NOTABLE IS OUR WORK ON HEALTH EQUITY IN THE US AND UK AND ON FRAMING VACCINES, INCLUDING ONGOING MULTI-YEAR RESEARCH INTO THE WAYS IN WHICH MINDSETS AROUND THESE ISSUES HAVE CHANGED AND CONTINUE TO CHANGE OVER TIME. 874658 515336 ECONOMY AND EQUALITY - AS INCOME INEQUALITY CONTINUES TO RISE, PEOPLE ARE PAYING MORE ATTENTION TO ITS EFFECTS ON THE COUNTRY'S SOCIAL, ECONOMIC, AND POLITICAL SYSTEMS. DISCUSSIONS ABOUT WAYS TO ALLEVIATE POVERTY, REDUCE INEQUITY, PROMOTE ECONOMIC MOBILITY, AND REDEFINING THE FUTURE OF WORK ARE PERMEATING POLICY CIRCLES, THE MEDIA, AND SCHOLARLY PUBLICATIONS AND FRAMEWORKS IS ACTIVELY ENGAGED IN RESEARCH IN ALL THESE AREAS. 88798 52318 AGING 278242 163936 CROSS-CUTTING 747265 440278 CHILDREN AND FAMILIES 96476 56842 EDUCATION 21219 54563 WORKSHOPS AND PRESENTATIONS 114722 67593 PUBLICATIONS AND CURRICULA 2320 1367 ENVIRONMENT 1349042 836897 4209080 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 37 0 1 29 1 0 1 UK 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X BETH FISHER 2028880515 1333 H ST NW 700W WASHINGTON DC 20005 X PAULA TYLER CHAIR 1.00 0.00 X X 1000 0 0 FRANKLIN D GILLIAM VICE CHAIR 1.00 1.00 X X 1000 0 0 AN-ME CHUNG TREASURER 1.00 0.00 X X 1000 0 0 LINDA O'NEAL SECRETARY 1.00 0.00 X X 1000 0 0 SUSAN NALL BALES BOARD MEMBER & FOUNDER 1.00 0.00 X 1000 0 0 LINDA BOWEN BOARD MEMBER 1.00 0.00 X 1000 0 0 JEFFREY KREHELY BOARD MEMBER 1.00 0.00 X 1000 0 0 DEBORAH PHILLIPS BOARD MEMBER 1.00 1.00 X 1000 0 0 TIM PHILLIPS BOARD MEMBER 1.00 0.00 X 1000 0 0 ROBERT ESPINOZA BOARD MEMBER 1.00 0.00 X 1000 0 0 SHERI JOHNSON BOARD MEMBER 1.00 0.00 X 0 0 0 SANJIV RAO BOARD MEMBER 1.00 0.00 X 0 0 0 LORI TAKEUCHI BOARD MEMBER 1.00 0.00 X 1000 0 0 NATHANIEL KENDALL-TAYLOR CEO 40.00 1.00 X 380879 0 51488 ANDREW VOLMERT SVP OF RESEARCH 40.00 0.00 X 247747 0 46915 MOIRA O'NEIL SVP OF RESEARCH INTERPRETATION 40.00 0.00 X 248975 0 47840 ELIZABETH GILCHRIST SVP OF OPERATIONS 40.00 1.00 X 240733 0 30535 JULIE SWEETLAND SENIOR ADVISOR 40.00 0.00 X 214323 0 45684 MARISA PINEAU DIRECTOR, RESEARCH APPLICATION 40.00 0.00 X 128945 0 28812 JESSICA MOYER SENIOR PRINCIPAL STRATEGIST 40.00 0.00 X 136278 0 24025 PATRICK K O'SHEA PRINCIPAL RESEARCHER 40.00 0.00 X 116164 0 25771 THERESA MILLER DIRECTOR OF RESEARCH 40.00 0.00 X 135064 0 27178 1860108 0 328248 14 0 1 0 0 3659942 3659942 CONTRACT REVENUE 900099 2479929 2479929 WORKSHOP AND EDUCATION 900099 42061 42061 2521990 58587 58587 2133621 2164178 296 -30557 -296 -30853 -30853 OTHER INCOME 900099 16309 16309 CURRENCY GAIN/LOSS 900099 -56181 -56181 -39872 6169794 2521990 0 -12138 X 1336199 692279 643920 2334692 1164735 1169957 55456 22842 32614 335305 133083 202222 238393 112179 126214 50772 50772 75048 75048 6505 6505 2087173 1601060 486113 300 300 34228 17806 16422 60527 31304 29223 198542 99018 99524 167699 87202 80497 206234 54367 151867 22367 11155 11212 32592 16254 16338 HONORARIA 151698 150448 1250 BAD DEBT 17750 15250 2500 BUS. GIFTS/DONATIONS 11258 11258 DUES AND SUBSCRIPTIONS 9217 98 9119 11775 11775 7443730 4209080 3234650 0 8975 1456 1297030 1058493 4984549 3824939 9734 20651 76920 55979 175532 140648 39344 34884 1906987 2069270 51277 738709 8374816 7804381 244657 286349 21875 75725 102369 494600 368901 856674 X 3395327 1426292 4610588 5521415 8005915 6947707 8374816 7804381 -1273936 215728 0 X 0 1 X 1 0 X 5632469 4410085 6040694 4186001 3659942 23929191 5632469 4410085 6040694 4186001 3659942 23929191 7261494 16667697 58057 48185 32844 100863 58587 298536 -8880 2191 3288 -5086 -39872 -48359 24179368 8174920 0.68930 0.78890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23701 18066 5635 110785 81536 29249 41046 41046 0 34884 DEPOSITS 14057 DUE FROM FRAMEWORKS UK 308528 RIGHT-OF-USE ASSET 416124 738709 OPERATING LEASE LIABILITY 494600 494600 X 6983662 215728 215728 6767934 6505 -604645 -598140 6169794 7988455 0 7988455 6505 -551230 -544725 7443730 PART X, LINE 2: FOR THE YEARS ENDED JUNE 30, 2023 AND 2022, FRAMEWORKS HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: REVENUE OF FOREIGN AFFILIATE NOT REPORTED ON THIS RETURN -923,308. FRAMEWORK UK REVENUE ELIMINATED IN CONSOLIDATION 318,663. PART XII, LINE 4B - OTHER ADJUSTMENTS: EXPENSES OF FOREIGN AFFILIATE NOT REPORTED ON THIS RETURN -863,719. FRAMEWORKS USA EXPENSES PD. TO FOREIGN AFFILIATE ELIMINATED IN CONSOLIDATION 312,489. EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES COMMUNICATIONS RESEARCH 144120 EUROPE 0 0 PROGRAM SERVICES COMMUNICATIONS RESEARCH 60512 SOUTH AMERICA 0 0 PROGRAM SERVICES COMMUNICATIONS RESEARCH 236850 0 0 0 0 0 0 441482 0 441482 0 0 0 0 0 0 PART III ACCOUNTING METHOD: X X X 0 0 0 0 0 0 0 1 0 NATHANIEL KENDALL-TAYLOR CEO 379879 0 1000 0 0 0 15250 0 36238 0 432367 0 0 0 MOIRA O'NEIL SVP OF RESEARCH INTERPRETATION 247975 0 1000 0 0 0 12449 0 35391 0 296815 0 0 0 ANDREW VOLMERT SVP OF RESEARCH 246747 0 1000 0 0 0 12387 0 34528 0 294662 0 0 0 ELIZABETH GILCHRIST SVP OF OPERATIONS 239733 0 1000 0 0 0 12037 0 18498 0 271268 0 0 0 JULIE SWEETLAND SENIOR ADVISOR 213323 0 1000 0 0 0 10716 0 34968 0 260007 0 0 0 THERESA MILLER DIRECTOR OF RESEARCH 134064 0 1000 0 0 0 7012 0 20166 0 162242 0 0 0 JESSICA MOYER SENIOR PRINCIPAL STRATEGIST 135278 0 1000 0 0 0 6814 0 17211 0 160303 0 0 0 MARISA PINEAU DIRECTOR, RESEARCH APPLICATION 127945 0 1000 0 0 0 6814 0 21998 0 157757 0 0 0 PART I, LINE 7 THE FOLLOWING EMPLOYEES LISTED IN PART VII RECEIVED A BONUS: - ANDREW VOLMERT $1,000 - MOIRA O'NEILL $1,000 - ELIZABETH GILCHRIST $1,000 - NATHANIEL KENDALL-TAYLOR $1,000 - JULIE SWEETLAND $1,000 - JESSICA MOYER $1,000 - THERESA MILLER $1,000 - MARISA PINEAU $1,000 - PATRICK O'SHEA $1,000 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY OUTSIDE ACCOUNTANTS AND REVIEWED BY THE PRESIDENT AND CEO AND DESIGNATED SENIOR STAFF. A FINAL COPY OF THE FORM 990 WAS PROVIDED TO THE BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE REQUIRED TO SIGN AN ANNUAL CONFLICT OF INTEREST STATEMENT DISCLOSING ANY AND ALL POSSIBLE CONFLICTS. THE BOARD CHAIR MONITORS COMPLIANCE. ALL EMPLOYEES ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT DISCLOSING POSSIBLE CONFLICTS WHEN HIRED THAT IS UPDATED ANNUALLY. THE CEO MONITORS COMPLIANCE AND BRINGS ANY POTENTIAL CONFLICTS TO THE BOARD OF DIRECTOR FOR REVIEW AND POSSIBLE ACTION. ONCE DISCLOSURE OF AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST IS MADE, THE BOARD DISCUSSES AND DECIDES WHAT ACTION, IF ANY, SHOULD BE TAKEN OUTSIDE OF THE PRESENCE OF THE BOARD MEMBER WHO HAS MADE THE DISCLOSURE. IF THE BOARD DETERMINES THAT A BOARD MEMBER HAS A CONFLICT OF INTEREST WITH RESPECT TO ANY ACTION OR TRANSACTION THAT REQUIRES A BOARD VOTE, THAT BOARD MEMBER DOES NOT PARTICIPATE IN THE DISCUSSION NOR DO THEY VOTE ON ANY MOTIONS PERTAINING THE ACTION OR TRANSACTION. ALL ACTIONS TAKEN BY THE BOARD FOLLOWING THE DISCLOSURE OF A CONFLICT OF INTEREST BY A BOARD MEMBER IS DOCUMENTED IN THE MINUTES. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE PRESIDENT AND CEO IS SET BY THE BOARD OF DIRECTORS ON AN ANNUAL BASIS FOLLOWING THE REVIEW OF JOB PERFORMANCE OVER THE PRIOR YEAR. A PERFORMANCE COMMITTEE OF THE BOARD USES MARKET DATA FOR COMPARABLY SIZED AND LOCATED ORGANIZATIONS AGAINST WHICH THE CEO'S COMPENSATION IS BENCHMARKED AS THE BASIS FOR THEIR RECOMMENDATIONS TO THE BOARD OF DIRECTORS. THIS WAS DONE MOST RECENTLY IN JUNE 2023. THE PERFORMANCE COMMITTEE LIKEWISE REVIEWS AND RECOMMENDS TO THE BOARD THE SALARIES OF KEY EMPLOYEES AGAINST BENCHMARK MARKET DATA FOR COMPARABLY SIZED AND LOCATED ORGANIZATIONS. THIS WAS DONE MOST RECENTLY IN JUNE 2023. FORM 990, PART VI, SECTION C, LINE 19 FRAMEWORK MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, BOARD COMPENSATION: BOARD MEMBERS RECEIVE AN HONORARIUM OF $1,000 FOR THEIR BOARD SERVICE. FORM 990, PART IX, LINE 11G OTHER CONSULTING EXPENSE: PROGRAM SERVICE EXPENSES 686,863. MANAGEMENT AND GENERAL EXPENSES 43,775. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 730,638. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 10,058. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,058. CONSULTING FRAMEWORKS UK: PROGRAM SERVICE EXPENSES 188,962. MANAGEMENT AND GENERAL EXPENSES 2,111. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 191,073. OFFICE SUPPORT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 68,767. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 68,767. RESEARCH COSTS: PROGRAM SERVICE EXPENSES 725,235. MANAGEMENT AND GENERAL EXPENSES 176,148. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 901,383. ADMINISTRATION COSTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 185,254. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 185,254. FRAMEWORKS UK RESEARCH & COMMUNICATIONS 71-75 SHELTON STREET LONDON UK WC2H 9JQ ADVANCE SECTOR'S COMMUNICATION CAPACITY UK 501(C)(3) FRAMEWORKS INSTITUTE 1 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 FRAMEWORKS UK RESEARCH & COMMUNICATIONS D 308528 ACTUAL AMOUNT FRAMEWORKS UK RESEARCH & COMMUNICATIONS L 318663 ACTUAL AMOUNT FRAMEWORKS UK RESEARCH & COMMUNICATIONS M 312489 ACTUAL AMOUNT