2024-11-11T08:22:19-06:00 2023-12-31 341873282 CBIZ ADVISORS LLC 222 SOUTH 9TH STREET SUITE 1000 MINNEAPOLIS MN 55402 990 2023-01-01 834075323 TRADEOFFS INC TRAD 5852698674 PO BOX 31865 PHILADELPHIA PA 19104 JESSICA SILVERMAN EXECUTIVE DIRECTOR 5852698674 2024-11-08 1 0 BRUCE THIEL P00526510 6123397811 2024-11-08 2023 2024-10-15 13:58:12Z JESSICA SILVERMAN PO BOX 31865 PHILADELPHIA PA 19104 767111 0 X WWW.TRADEOFFS.ORG X 2019 PA SEE SCHEDULE O 7 5 7 5 0 0 1377235 537604 242500 202500 0 8859 7479 18148 1627214 767111 0 0 0 0 610212 874478 0 0 81533 258420 401834 868632 1276312 758582 -509201 1548407 1017090 41230 19114 1507177 997976 OUR MISSION IS TO HELP PEOPLE ON MAIN STREET, WALL STREET, AND CAPITOL HILL HAVE SMARTER, MORE HONEST HEALTH POLICY CONVERSATIONS. 0 0 949212 202500 TRADEOFFS IS A NON-PROFIT MEDIA COMPANY EXPLORING OUR CONFUSING, COSTLY, AND OFTEN COUNTERINTUITIVE HEALTH CARE SYSTEM. THEY GO BEYOND THE PROBLEMS, DELVING INTO THE PROS, CONS, AND CONSEQUENCES OF POTENTIAL SOLUTIONS. THEIR MISSION IS TO HELP PEOPLE ON MAIN STREET, WALL STREET, AND CAPITOL HILL HAVE SMARTER, MORE HONEST HEALTH POLICY CONVERSATIONS. IN 2023 WE PRODUCED 38 NEW EPISODES, 20 ARTICLES AND 29 RESEARCH CORNER NEWSLETTERS. 949212 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 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 0 1 13 0 7 0 0 0 0 0 0 0 0 0 0 0 X 7 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 0 0 PA X PAMELA J GARCIA 5103264185 2657 PONDEROSA ROAD SHINGLE SPRINGS CA 95682 X STUART KANTOR BOARD CHAIR 1.00 X X 0 0 0 ANDREW ABRAMOWITZ SECRETARY 1.00 X X 0 0 0 DANIEL GORENSTEIN BOARD MEMBER 40.00 X X 154666 0 5628 JOHN SAWYER TREASURER 1.00 X X 0 0 0 GRAHAM GRIFFITH BOARD MEMBER 1.00 X 0 0 0 JESSICA SILVERMAN EXECUTIVE DIRECTOR 40.00 X X 154174 0 5136 MELORA SIMON BOARD MEMBER 1.00 X 0 0 0 LESLIE WALKER SENIOR PRODUCER 40.00 X 113935 0 5136 422775 0 15900 3 0 1 0 0 537604 11550 537604 CONTRACT REVENUE 541900 202500 202500 202500 7009 7009 14468 14468 1850 0 1850 1850 1850 CASH BACK REWARDS 900099 2813 2813 MISCELLANEOUS INCOME 900099 867 867 3680 767111 202500 0 27007 X 310764 141371 108870 60523 471782 440709 28188 2885 20595 19344 462 789 71337 55612 9330 6395 1733 1733 47060 47060 193309 172041 14659 6609 83894 74509 9385 2963 622 2147 194 10522 4428 5357 737 30923 25285 3473 2165 8590 6601 1346 643 2740 2740 11623 11623 DUES AND SUBSCRIPTIONS 8477 5950 1934 593 1276312 949212 245567 81533 1328268 140116 757799 191775 106560 12500 10385 9876 8218 5479 5479 2739 1548407 1017090 41230 19114 41230 19114 X 314938 411037 1192239 586939 1507177 997976 1548407 1017090 -509201 0 X X 0 1 X 1 0 X 152331 495452 1018475 1377235 537604 3581097 152331 495452 1018475 1377235 537604 3581097 1861017 1720080 2666 6132 5976 21477 36251 3617348 480000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8218 5479 2739 2739 X 767111 0 767111 0 767111 1276312 0 1276312 0 1276312 PART X, LINE 2: THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE ORGANIZATION FOR UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2023 AND 2022. X X 0 0 0 0 0 0 0 0 0 DANIEL GORENSTEIN BOARD MEMBER 154666 0 0 0 0 0 0 0 5628 0 160294 0 0 0 JESSICA SILVERMAN EXECUTIVE DIRECTOR 154174 0 0 0 0 0 0 0 5136 0 159310 0 0 0 PART I, LINE 1 OUR MISSION IS TO HELP PEOPLE ON MAIN STREET, WALL STREET, AND CAPITOL HILL HAVE SMARTER, MORE HONEST HEALTH POLICY CONVERSATIONS. FORM 990, PART VI, SECTION B, LINE 11B BOARD OF DIRECTORS MET AND APPROVED FORM 990. FORM 990, PART VI, SECTION B, LINE 12C IN CONNECTION WITH ANY ACTUAL OR POSSIBLE 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 BOARD OF DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE MEETING OF THE BOARD OR COMMITTEE WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. AN INTERESTED PERSON WITH THE CONFLICT OF INTEREST MAY MAKE A PRESENTATION AT THE BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. THE CHAIRPERSON OF THE BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE ORGANIZATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. THE ORGANIZATION WORKED WITH AN HR CONSULTANT TO REVIEW INDUSTRY DATA, AS WELL AS BENCHMARKS ACROSS THE NON-PROFIT SECTOR AND MEDIA. INPUT DATA WAS SHARED AND A PROPOSAL PUT FORTH TO THE BOARD OF DIRECTORS FOR APPROVAL OF SALARIES. THE REVIEW OF COMPENSATION OF THE EXECUTIVE DIRECTOR WAS LAST COMPLETED IN DECEMBER 2023. FORM 990, PART VI, SECTION C, LINE 19 NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC. PART V, LINES 2A AND 2B, PART VII, SECTION A AND PART IX, LINES 5-10 THE ORGANIZATION LEASES EMPLOYEES FROM A PROFESSIONAL EMPLOYER ORGANIZATION (PEO). THE PEO HAS INDICATED THAT THEY ARE THE CO-EMPLOYER FOR PAYROLL PURPOSES. COMPENSATION, BENEFITS, AND PAYROLL TAXES FOR THE LEASED EMPLOYEES HAS BEEN REPORTED AS COMPENSATION, BENEFITS, AND PAYROLL TAXES ON LINES 5-10 OF PART IX OF THE 990, AND, WHERE APPLICABLE, IN PART VII, SECTION A, FOR OFFICERS AND DIRECTORS OF THE ORGANIZATION. HOWEVER, ALL FORMS 941, W-2, W-3, 1099, AND 1096 WERE FILED UNDER THE PEO'S EIN. FORM 990, PART IX, LINE 11G CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 155,012. MANAGEMENT AND GENERAL EXPENSES 4,472. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 159,484. PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 17,029. MANAGEMENT AND GENERAL EXPENSES 10,187. FUNDRAISING EXPENSES 6,609. TOTAL EXPENSES 33,825.