2024-11-07T14:39:55-06:00 2023-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2023-01-01 821780610 LEADERSHIP NOW PROJECT LEAD 2026596570 1401 K STREET NW 900 WASHINGTON DC 20005 DANIELLA BALLOU-AARES CEO 2026596570 2024-11-07 1 0 RICHARD J LOCASTRO CPA P00288314 3019519090 2023 2024-10-15 13:58:12Z DANIELLA BALLOU-AARES 1401 K STREET NW 900 WASHINGTON DC 20005 3683739 0 X WWW.LEADERSHIPNOWPROJECT.ORG X 2017 DC SEE PART III, LINE 1. 3 2 21 50 0 0 1409099 2038450 1849737 1645230 0 59 1000 0 3259836 3683739 30000 3500 0 0 1692952 2155893 0 0 119226 1746329 1737878 3469281 3897271 -209445 -213532 868334 735381 399171 479750 469163 255631 X LEADERSHIP NOW PROJECT IS AN ORGANIZATION OF BUSINESS AND THOUGHT LEADERS COMMITTED TO PROTECTING AMERICAN DEMOCRACY, AS THE ESSENTIAL FOUNDATION TO A THRIVING ECONOMY. PRINCIPLES, NOT PARTISANSHIP, DRIVE OUR MISSION. WE BELIEVE THAT PROTECTING (CONTINUED ON SCHEDULE O)OUR DEMOCRACY IS THE TOP PRIORITY TO ENABLE THE ADVANCEMENT OF SCIENCE- AND EVIDENCE-BASED POLICY, LEVERAGE AMERICA'S DIVERSITY AS AN ASSET, AND BUILD AN ECONOMY THAT WORKS FOR ALL. OUR MEMBERSHIP INCLUDES PRO-DEMOCRACY BUSINESS LEADERS NATIONWIDE. WE HOLD DIVERSE VIEWS ON SPECIFIC POLICIES BUT ARE UNITED IN THE BELIEF THAT A STRONG, STABLE DEMOCRACY IS CRUCIAL FOR BUSINESS AND ECONOMIC SUCCESSAND THAT THIS ISSUE IS PARAMOUNT IN THE UPCOMING ELECTION. LEADERSHIP NOW ENABLES ITS MEMBERS TO STRATEGICALLY DEPLOY THEIR INFLUENCE, INVESTMENT, AND EXPERTISE TOWARD HIGH-IMPACT SOLUTIONS FOR DEMOCRACY. 0 0 1382687 1145571 INFORMING THE BUSINESS COMMUNITY ON DEMOCRACY RISKS AND OPPORTUNITIES THROUGH EXPERT ANALYSIS AND ACADEMIC PARTNERSHIPS:LEADERSHIP NOW PROJECT HAS LEVERAGED OUR PLATFORM TO ENGAGE AND EDUCATE BUSINESS LEADERS ON KEY POLICY ISSUES THAT STRENGTHEN DEMOCRACY, SUCH AS BUILDING TRUST IN DEMOCRATIC INSTITUTIONS, PROTECTING ELECTIONS, SUPPORTING OBJECTIVE REDISTRICTING, RANKED-CHOICE VOTING, AND STRENGTHENING TALENT PIPELINES IN PUBLIC SERVICE. THROUGH HIGH-QUALITY ANALYSIS, PARTNERSHIPS WITH ACADEMIC AND PROFESSIONAL NETWORKS, EVENTS, EARNED MEDIA, AND BUSINESS COALITIONS, WE CONNECTED WITH INFLUENTIAL AUDIENCES TO DRIVE IMPACT. LEADERSHIP NOW CONTINUES TO MOBILIZE THE BUSINESS COMMUNITY AROUND DEMOCRACY-RELATED ISSUES, EARNING CREDIBILITY AS ONE OF THE EARLIEST VOICES LINKING THE HEALTH OF OUR DEMOCRACY TO THE STRENGTH OF THE BUSINESS ENVIRONMENT. OUR EFFORTS HAVE POSITIONED US AS A TRUSTED LEADER IN ADVOCATING FOR DEMOCRATIC REFORMS THAT CREATE A STABLE, FAIR, AND PREDICTABLE ENVIRONMENT FOR BUSINESSES TO THRIVE AND INNOVATE. 1236117 3500 468955 ENABLING LEADERSHIP NOW MEMBERS TO ENGAGE IN DEMOCRACY-SUPPORTING ACTIVITIES:LEADERSHIP NOW PROJECT EMPOWERS ITS MEMBERS TO STRATEGICALLY USE THEIR EXPERTISE, INFLUENCE AND INVESTMENT TO PROTECT AND RENEW DEMOCRACY AT THE STATE AND FEDERAL LEVELS. THROUGH DATA-DRIVEN ANALYSIS AND COLLABORATION WITH ACADEMIC AND POLITICAL EXPERTS, WE IDENTIFY AREAS WHERE OUR MEMBERS CAN HAVE A HIGH IMPACT IN STRENGTHENING DEMOCRATIC PROCESSES. LEADERSHIP NOW OFFERS RECOMMENDATIONS ON INITIATIVES THAT PROMOTE CIVIC ENGAGEMENT AND DEMOCRATIC PARTICIPATION. WE ALSO ADVOCATE FOR REFORMS AND ACTIONS THAT ALIGN WITH DEMOCRATIC PRINCIPLES, ENSURING THAT OUR MEMBERS ARE CONTRIBUTING TO A STRONGER, MORE RESILIENT DEMOCRACY AND ECONOMY. 71859 CANDIDATES TO WATCH:LEADERSHIP NOW PROJECT MEMBERS CONTINUED THEIR EFFORTS TO IDENTIFY AND HIGHLIGHT HIGHLY QUALIFIED CANDIDATES COMMITTED TO UPHOLDING DEMOCRATIC PRINCIPLES. THROUGH A RIGOROUS AND COLLABORATIVE PROCESS, MEMBERS REVIEWED AND ANALYZED CANDIDATE RECOMMENDATIONS, USING A SCORING SYSTEM TO ASSESS QUALIFICATIONS, EXPERIENCE, AND ALIGNMENT WITH OUR MISSION TO STRENGTHEN DEMOCRACY.CANDIDATES COME FROM A DIVERSE RANGE OF PROFESSIONAL BACKGROUNDS, INCLUDING SCIENCE, BUSINESS, NATIONAL SECURITY, AND THE MILITARY. LEADERSHIP NOW PRIORITIZED CANDIDATES WITH EXPERTISE OUTSIDE OF TRADITIONAL POLITICS, BELIEVING THEIR EXPERIENCES WOULD OFFER FRESH PERSPECTIVES TO GOVERNANCE. THE PROCESS INCLUDED INTERVIEWS WITH SELECTED CANDIDATES TO ASSESS THEIR COMMITMENT TO DEMOCRATIC VALUES AND LEADERSHIP POTENTIAL. OUR "2024 CANDIDATES TO WATCH" LIST INCLUDES A MIX OF INCUMBENTS AND CHALLENGERS WHO DEMONSTRATE A DEDICATION TO SAFEGUARDING AND RENEWING AMERICAN DEMOCRACY. 382881 30704 OTHER PROGRAMS 382881 30704 3073544 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 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 29 0 1 21 1 0 0 0 0 1 1 0 0 0 X 3 2 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 0 1 1 0 X DANIELLA BALLOU-AARES 2026596570 1401 K STREET NW 900 WASHINGTON DC 20005 DANIELLA BALLOU-AARES CEO 40.00 X X 297982 0 4768 KATHERINE COUSINS SECRETARY 0.50 X X 0 0 0 JEFF WALKER TREASURER 0.50 X X 0 0 0 CHAVA KALLBERG CGO (FROM 1/2023) 40.00 X 262337 0 13989 LELA BRODSKY CHIEF OF STAFF 40.00 X 201353 0 14290 DANIEL SELZ DIRECTOR OF INNOVATION 40.00 X 187426 0 10462 LAUREN CAPLAN MANAGING DIRECTOR (FROM 1/2023) 40.00 X 158884 0 10610 LEORA FALKIN MEMBERSHIP GROWTH 40.00 X 141033 0 11919 1249015 0 66038 6 0 1 0 CIVITAS PUBLIC AFFAIRS GROUP 409 7TH STREET NW SUITE 350 WASHINGTON DC 20004 POLICY ADVISORS 271000 MARIRIN MACALUSO 17 STONEPINE CT HILLSBOROUGH CA 94010 MEMBERSHIP ADVISORS 224213 YOUR PART-TIME CONTROLLER LLC 1500 WALNUT ST SUITE 1200 PHILADELPHIA PA 19102 ACCOUNTING SERVICES 128331 SUSAN MCPHERSONMCPHERSON STRATEGIES LLC 199 STATE STREET PHA BROOKLYN NY 11201 PR AND COMMUNICATIONS 113900 4 2038450 2038450 MEMBERSHIP DUES 900099 1614526 1614526 OTHER PROGRAM REVENUE 900099 30704 30704 1645230 59 59 3683739 1645230 0 59 X 3500 3500 794719 608404 147264 39051 1142189 884782 213595 43812 32239 26039 4842 1358 48171 37698 8441 2032 138575 106735 25885 5955 20854 20854 129232 129232 1266902 1221464 38622 6816 10492 10492 15128 3959 9592 1577 45384 7033 32598 5753 45186 38408 6778 59768 49909 8380 1479 58849 53963 4182 704 2762 2348 414 SVC. CHARGES/PROC. FEES 22552 21706 846 DUES & SUBSCRIPTIONS 13355 11352 2003 PAYROLL PROCESSING 9016 6945 1684 387 FISCAL SPONSOR FEES 29070 29070 9328 1845 6376 1107 3897271 3073544 704501 119226 718000 422390 138709 303419 11625 9572 868334 735381 248008 288673 151163 191077 399171 479750 X -418779 -279075 887942 534706 469163 255631 868334 735381 -213532 0 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 90338 0 90338 0 90338 0 1 0 0 PART I-A, LINE 1: LEADERSHIP NOW MEMBERS WORKED TOGETHER TO BUILD A CANDIDATES TO WATCH LIST. FOLLOWING A RIGOROUS PROCESS INVOLVING THE COLLECTION, SCORING, AND ANALYSIS OF CANDIDATE RECOMMENDATIONS, LEADERSHIP NOW MEMBERS INTERVIEWED CANDIDATES FOR THE U.S. HOUSE AND SENATE BEFORE SETTLING ON A FINAL SLATE. IN SELECTING OUR CANDIDATES, WE PRIORITIZED TALENT AND DIVERSITY. OUR CANDIDATES BRING STRONG ACADEMIC CREDENTIALS AND DEEP PROFESSIONAL EXPERIENCE FROM OUTSIDE OF POLITICS. THEY ARE SCIENTISTS, BUSINESS EXECUTIVES, MEDICAL DOCTORS, ENGINEERS, MILITARY LEADERS, AND NATIONAL SECURITY EXPERTS. REPRESENTING COMMUNITIES ACROSS THE COUNTRY, BOTH URBAN AND RURAL, OUR CANDIDATES ARE FORTY PERCENT RACIALLY OR ETHNICALLY DIVERSE AND MORE THAN HALF ARE WOMEN. X X 0 0 0 0 0 0 0 1 0 DANIELLA BALLOU-AARES CEO 297982 0 0 0 0 0 1500 0 3268 0 302750 0 0 0 CHAVA KALLBERG CGO (FROM 1/2023) 262337 0 0 0 0 0 7060 0 6929 0 276326 0 0 0 LELA BRODSKY CHIEF OF STAFF 178111 0 23242 0 0 0 8153 0 6137 0 215643 0 0 0 DANIEL SELZ DIRECTOR OF INNOVATION 177734 0 9692 0 0 0 7611 0 2851 0 197888 0 0 0 LAUREN CAPLAN MANAGING DIRECTOR (FROM 1/2023) 158884 0 0 0 0 0 2263 0 8347 0 169494 0 0 0 LEORA FALKIN MEMBERSHIP GROWTH 137851 0 3182 0 0 0 5785 0 6134 0 152952 0 0 0 PART I, LINE 7 THE FOLLOWING EMPLOYEES RECEIVED A BONUS DURING THE YEAR: LELA BRODSKY $23,242 DANIEL SELZ $9,692 LEORA FALKIN $3,182 FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION HAS THE FOLLOWING CLASSES OF MEMBERSHIP: GENERAL MEMBERS, SUSTAINING MEMBERS, INVESTOR MEMBERS, YOUNG PROFESSIONAL MEMBERS, AND ACADEMIC MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B LEADERSHIP MEMBERS HAVE THE RIGHT TO VOTE ON ANY TYPE OF FUNDAMENTAL TRANSACTION OF THE CORPORATION, INCLUDING AN AMENDMENT OF THE ARTICLES OF INCORPORATION OR THESE BYLAWS, A MERGER, A MEMBERSHIP EXCHANGE, A SALE OF ALL OR SUBSTANTIALLY ALL OF THE ORGANIZATION'S ASSETS, DOMESTICATION, CONVERSION, OR DISSOLUTION OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 8B LEADERSHIP NOW DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY SENIOR STAFF WITH THE ASSISTANCE OF OUTSIDE ACCOUNTANTS AND IS REVIEWED BY THE CEO. A COPY OF THE 990 WAS SHARED WITH THE BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST POLICY IS IN PLACE AND MONITORED ANNUALLY. EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS HAS A DUTY TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON DISCLOSES THE EXISTENCE OF THE FINANCIAL INTEREST AND IS GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF ANY CONFLICT OF INTEREST AND ANY DISCUSSION WITH THE INTEREST PERSON, HE/SHE LEAVES THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE REMAINING BOARD OR COMMITTEE MEMBERS DECIDE IF A CONFLICT OF INTEREST EXISTS. THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE MAY APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE DETERMINES WHETHER THE CORPORATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE, THE GOVERNING BOARD OR COMMITTEE DETERMINES BY MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE CORPORATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A DIRECTOR, PRINCIPAL OFFICER OR MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT INFORMS SUCH PERSON OF THE BASIS FOR SUCH BELIEF AND AFFORD THE PERSON AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE RESPONSE AND FURTHER INVESTIGATION, THE GOVERNING BOARD OR COMMITTEE DETERMINES SUCH PERSON HAS FAILED TO DISCLOSE A CONFLICT OF INTEREST, IT TAKES APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION FOR THE ORGANIZATION'S CEO AND COO INCLUDE A REVIEW AND APPROVAL BY THE BOARD AND ADVISORY BOARD. BENCHMARKING INFORMATION AND COMPENSATION FROM SIMILAR ORGANIZATIONS ARE USED IN THE REVIEWS. THE LAST COMPENSATION REVIEW TOOK PLACE IN SUMMER 2021. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONS'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G SUBCONTRACTORS: PROGRAM SERVICE EXPENSES 654,191. MANAGEMENT AND GENERAL EXPENSES 38,622. FUNDRAISING EXPENSES 6,816. TOTAL EXPENSES 699,629. CONSULTANTS: PROGRAM SERVICE EXPENSES 567,273. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 567,273.