2024-11-13T08:41:05-06:00 2023-12-31 882730877 CHERRY BEKAERT ADVISORY LLC 6116 EXECUTIVE BLVD STE 600 ROCKVILLE MD 20852 990 2023-01-01 831567380 DEFENDING DEMOCRACY TOGETHER INSTITUTE DEFE 7032619635 1100 VERMONT AVE NW 10TH FLOOR WASHINGTON DC 20005 WILLIAM KRISTOL PRESIDENT 7032619635 2024-11-11 1 0 BREE-ANN WEIDNER P01319397 3015899000 2023 2024-10-15 13:58:12Z REPUBLIC AFFAIRS INNOVATE FOR DEMOCRACY LYCEUM LABS WILLIAM KRISTOL 1100 VERMONT AVE NW 10TH FLOOR WASHINGTON DC 20005 10473706 0 X N/A X 2018 DC THE INSTITUTE IS DEDICATED TO ELEVATING AND ASSEMBLING PRO-DEMOCRACY VOICES IN AN EFFORT TO EDUCATE THE PUBLIC ABOUT THE ESSENTIAL FUNCTION AND VALUE OF AMERICAN DEMOCRACY AND TO ENCOURAGE INNOVATIVE THINKING ABOUT HOW TO SOLVE THE EMERGING CHALLENGES FACING AMERICA. 3 3 2 0 0 0 3377994 10309310 0 0 503 163146 0 1250 3378497 10473706 0 2700250 0 0 456060 1948923 0 0 48521 99313 272431 555373 4921604 2823124 5552102 6357103 12861442 39110 991347 6317993 11870095 X TO ELEVATE AND ASSEMBLE PRO-DEMOCRACY VOICES IN AN EFFORT TO EDUCATE THE PUBLIC ABOUT THE ESSENTIAL FUNCTION AND VALUE OF AMERICAN DEMOCRACY AND TO ENCOURAGE INNOVATIVE THINKING ABOUT HOW TO SOLVE THE EMERGING CHALLENGES FACING AMERICA. 0 0 3665651 2700250 THE DEMOCRACY INNOVATION FUND (DIF) INCUBATES AND ACCELERATES PRO-DEMOCRACY INFRASTRUCTURE ON THE CENTER-RIGHT. DIF GRANTS TO NASCENT ORGANIZATIONS TO PUT THESE ORGANIZATIONS ON A PATH TO INDEPENDENT GROWTH AND SUSTAINABILITY. 387515 THE LYCEUM LABS PROJECT UNDERTOOK FOUR MAIN ACTIVITIES IN 2023. (1) FORMING THE LEADING TO GOVERN NETWORK. THE BIGGEST AND MOST IMPORTANT MILESTONE IN 2023 WAS ENLISTING SIX OTHER 501(C)3 NONPROFIT ORGANIZATIONS WHO SHARE LYCEUM LABS' GOALS AND VALUES WITH RESPECT TO REVITALIZING POLITICAL LEADERSHIP. THESE PARTNERS INCLUDE THE CENTER FOR EFFECTIVE LAWMAKING, THE FUTURE CAUCUS, THE NEW DEAL FORUM, AND THE NEW POLITICS LEADERSHIP ACADEMY, THE RAINEY CENTER'S LAMP NETWORK, AND THE LEVIN CENTER FOR OVERSIGHT AND DEMOCRACY AT WAYNE LAW SCHOOL. WE ENGAGED THESE PARTNER ORGANIZATIONS TO IDENTIFY HOW AND WHERE A "FIELD CATALYST ORGANIZATION LIKE LYCEUM LABS COULD SUPPORT NEEDS THEY HAVE IN COMMON. WE ALSO SOLICITED AND INCORPORATED THESE PARTNERS' INPUT INTO PLANS FOR A CONVENING WE HOSTED IN EARLY 2024. (2) HELPING PLAN AND FACILITATE THE "MORE PARTIES, BETTER PARTIES" CONFERENCE. LYCEUM LABS CO-HOSTED THIS CONFERENCE AT STANFORD UNIVERSITY IN APRIL 2023 WITH PARTNERS FROM NEW AMERICA, PROTECT DEMOCRACY, THE CENTER FOR BALLOT FREEDOM, AND STANFORD UNIVERSITY. WE CONVENED MORE THAN TWO DOZEN SCHOLARS AND PRACTITIONERS TO EXPLORE (A) THE CHALLENGES PRESENTED BY AMERICA'S TWO-PARTY SYSTEM AND (B) HOW TO OVERCOME THEM THROUGH ELECTORAL REFORMS LIKE FUSION VOTING AND PROPORTIONAL REPRESENTATION. (3) WRITING AND PUBLISHING ARTICLES ON PARTIES AND PARTY SYSTEMS. IN 2023 LYCEUM LABS EXECUTIVE DIRECTOR DANIEL STID WROTE AND PUBLISHED TWO ESSAYS ON IMPROVING PARTY POLITICS IN LEADING JOURNALS FOCUSED ON DEMOCRACY REFORM. THESE PUBLICATIONS INCLUDED "A MADISONIAN PARTY SYSTEM" IN THE FALL 2023 ISSUE OF NATIONAL AFFAIRS, AND "FINALLY, MODERATE REPUBLICANS WILL HAVE A SAY" IN THE FALL 2023 ISSUE OF DEMOCRACY: A JOURNAL OF IDEAS. (4) CONDUCTING RESEARCH FOR A FORTHCOMING OUTREACH CAMPAIGN. THROUGHOUT 2023, EMILY CHERNIACK OF THE NEW POLITICS LEADERSHIP ACADEMY AND DANIEL STID CONDUCTED IN-DEPTH FIELD INTERVIEWS WITH A DOZEN LOCAL AND STATE ELECTED OFFICIALS. THESE INTERVIEWS MARKED THE INITIAL PHASE OF A TWO-YEAR RESEARCH PROJECT THAT WILL INFORM AND INSPIRE MILLENNIAL AND GEN Z AMERICANS WHO HAVE LEADERSHIP POTENTIAL BUT RIGHT NOW SEE POLITICS AS THE LAST PLACE THEY CAN MAKE A DIFFERENCE. BY SHARING COMPELLING EXAMPLES AND VIGNETTES OF POLITICIANS LEADING WITH INTEGRITY AND SOLVING PROBLEMS IN INNOVATIVE WAYS, WE PLAN TO ENCOURAGE MORE LEADERS TO RUN FOR OFFICE AND CONTRIBUTE TO PUBLIC LIFE. WE ALSO WANT TO HIGHLIGHT THE UNDERAPPRECIATED WORK OUR NETWORK PARTNERS ARE DOING BEHIND THE SCENES TO SUPPORT THESE UP-AND-COMING LEADERS ON A 501(C)3 BASIS." 248388 PILLARS OF THE COMMUNITY (POTC) IS A NONPARTISAN, CIVIL SOCIETY MOBILIZATION PROGRAM THAT SEEKS TO BOLSTER COMMUNITY SUPPORT FOR THE WORK OF LOCAL AND STATE ELECTION OFFICIALS, AND BUILD TRUST AMONG AMERICANS ABOUT THE ELECTION ADMINISTRATION PROCESS. POTC HOSTED VIRTUAL AND IN-PERSON DISCUSSIONS WITH COMMUNITY LEADERS AND THOSE WHO ADMINISTER ELECTIONS AT THE LOCAL LEVEL. 373150 THE PRESIDENTIAL REFORM PROJECT (PRP) IS A NON-PARTISAN PROJECT DEDICATED TO ANALYSIS OF THE MANIFOLD GAPS, AMBIGUITIES, AND WEAKNESSES IN THE LAWS AND NORMS GOVERNING THE CONTEMPORARY PRESIDENCY, AND TO THE PATHWAYS TO REFORM. PRP RAN COMMUNICATIONS CAMPAIGNS AND PUBLISHED ORIGINAL WRITINGS ABOUT THE IMPORTANCE OF EXECUTIVE REFORM ISSUES.THE INSTITUTE CONTINUED ITS EFFORTS TO ASSEMBLE PRO-DEMOCRACY VOICES IN AN EFFORT TO EDUCATE THE PUBLIC ABOUT THE ESSENTIAL FUNCTION AND VALUE OF AMERICAN DEMOCRACY AND TO ENCOURAGE INNOVATIVE THINKING ABOUT HOW TO SOLVE THE EMERGING CHALLENGES FACING AMERICA. 373150 4674704 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 6 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 1 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 AL AK AR CA CO CT DC FL GA HI IL KS KY ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WI NV WV X LONGWELL PARTNERS INC 2028006948 1100 VERMONT AVE NW 10TH FLOOR WASHINGTON DC 20005 WILLIAM KRISTOL PRESIDENT 2.00 X X 500 0 0 JOHN STUBBS SECRETARY/TREASURER 0.50 X X 500 0 0 RACHEL HOFF DIRECTOR 0.50 X 500 0 0 SARAH LONGWELL EXECUTIVE DIRECTOR 5.00 X 12000 0 0 DANIEL STID SR. PROGRAM DIRECTOR 40.00 X 266667 0 0 280167 0 0 1 0 1 0 LONGWELL PARTNERS INC 1100 VERMONT AVE NW 10TH FLOOR WASHINGTON DC 20005 COMMUNICATIONS, RESEARCH, ACCOUNTING 1479932 LOCUST STREET SOLUTIONS LLC 2008 HILLYER PLACE NW WASHINGTON DC 20009 GRASSROOTS CAMPAIGN COMMUNICATIONS 104281 2 10309310 10309310 163146 163146 SPEAKING HONORARIUM 900099 1250 1250 1250 10473706 0 0 164396 2700250 2700250 13500 1500 12000 1652749 1537445 96897 18407 266667 266667 107 107 15900 15264 636 2474 131 2343 29129 29129 129252 118828 2452 7972 565 69 217 279 23054 15500 7466 88 21624 21624 45888 14521 31367 5028 5028 5084 5084 TAXES, LICENSES AND FEE 9430 55 236 9139 PUBLICATIONS 803 739 64 MISCELLANEOUS 100 100 4921604 4674704 198379 48521 165301 660008 6191190 12183696 130 2395 482 15343 6357103 12861442 39110 502076 0 489271 39110 991347 X 5017943 7398467 1300050 4471628 6317993 11870095 6357103 12861442 5552102 0 X 0 1 X 1 0 X 2993619 2860157 2070004 3377994 10309310 21611084 2993619 2860157 2070004 3377994 10309310 21611084 4190736 17420348 170 217 299 503 163146 164335 1250 1250 21776669 0.80000 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2023 AMOUNT: $ 1,250. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 4921604 4921604 396080 99020 0 0 231508 232548 108306 396080 968442 1452663 57877 58137 27077 99020 242111 363167 0 DUE TO OTHER ENTITIES 489271 489271 X 10473706 0 10473706 0 10473706 4921604 0 4921604 0 4921604 PART X, LINE 2: MANAGEMENT HAS EVALUATED THE EFFECT OF GUIDANCE PROVIDED BY U.S. GAAP ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT BELIEVES THE INSTITUTE CONTINUES TO SATISFY THE REQUIREMENTS OF A TAX-EXEMPT ORGANIZATION AT DECEMBER 31, 2023. MANAGEMENT HAS EVALUATED ALL OTHER TAX POSITIONS THAT COULD HAVE A SIGNIFICANT EFFECT ON THE FINANCIAL STATEMENTS AND DETERMINED THE INSTITUTE HAD NO UNCERTAIN INCOME TAX POSITIONS AT DECEMBER 31, 2023. 0 CENTER FOR NEW AMERICAN SECURITY 1152 15TH STREET NW 9 WASHINGTON DC 20005 208084828 501(C)(3) 200000 0 TO SUPPORT THE ORGANIZATION'S GENERAL PURPOSE MORMON WOMEN FOR THE ETHICAL GOVERNMENT FOUNDATION 1878 W 12600 S STE 321 RIVERTON UT 84065 822899244 501(C)(3) 150000 0 TO SUPPORT THE ORGANIZATION'S GENERAL PURPOSE PRINCIPLES FIRST FOR AMERICA FOUNDATION 1100 VERMONT AVENUE NW WASHINGTON DC 20005 933743272 501(C)(3) 400000 0 TO SUPPORT THE ORGANIZATION'S GENERAL PURPOSE REDEEMING BABEL 1188 BRITTON AVENUE SAN JOSE CA 95125 871608962 501(C)(3) 200000 0 TO SUPPORT THE ORGANIZATION'S GENERAL PURPOSE THE LIBERAL PATRIOT 1100 VERMONT AVENUE NW WASHINGTON DC 20005 921308618 501(C)(4) 1300000 0 TO SUPPORT THE ORGANIZATION'S GENERAL PURPOSE SOCIETY FOR THE RULE OF LAW & DEMOCRACY INC 1100 VERMONT AVENUE NW WASHINGTON DC 20005 934685009 501(C)(3) 450250 0 TO SUPPORT THE ORGANIZATION'S GENERAL PURPOSE 5 1 0 0 0 0 0 0 0 0 0 DANIEL STID SR. PROGRAM DIRECTOR 266667 0 0 0 0 0 0 0 0 0 266667 0 0 0 LONGWELL PARTNERS INC SEE PART V 1652749 SEE PART V 0 PART IV, COLUMN (B) - DESCRIPTION OF RELATIONSHIP: ENTITY MORE THAN 35% OWNED BY SARAH LONGWELL, EXECUTIVE DIRECTOR PART IV, COLUMN (D) - DESCRIPTION OF TRANSACTIONS: SERVICES PROVIDED INCLUDE RESEARCH AND MONITORING/ANALYSIS ON ISSUES IMPORTANT TO THE ORGANIZATION, ADVERTISING, PUBLIC AND MEDIA RELATIONS, PROGRAM MANAGEMENT AND PROMOTION OF INFORMATION TO THE PUBLIC, ACCOUNTING AND FINANCIAL OPERATIONS, MANAGEMENT, GENERAL AND ADMINISTRATIVE, MEETING PLANNING, AND ADDITIONAL SERVICES AS NEEDED IN MEETING THE OBJECTIVE OF DEFENDING DEMOCRACY TOGETHER INSTITUTE IN FULFILLMENT OF ITS MISSION AND EXEMPT PURPOSE. FORM 990, PART VI, SECTION A, LINE 3 LONGWELL PARTNERS INC. WAS THE MANAGEMENT COMPANY FOR DEFENDING DEMOCRACY TOGETHER INSTITUTE DURING 2023. SARAH LONGWELL, EXECUTIVE DIRECTOR OF DEFENDING DEMOCRACY TOGETHER INSTITUTE, WAS COMPENSATED AS AN EMPLOYE OF LONGWELL PARTNERS INC. DURING 2023. DUE TO THE ORGANIZATION'S ESTABLISHED ACCOUNTING AND FINANCIAL CONTROL PROCESSES, WHICH HAVE BEEN APPROVED BY AN INDEPENDENT ACCOUNTING FIRM, THE CONFIDENTIAL COMPENSATION INFORMATION IS UNAVAILABLE TO THE PREPARER AND THE SIGNING OFFICER. FORM 990, PART VI, SECTION A, LINE 8B DEFENDING DEMOCRACY TOGETHER INSTITUTE DID NOT ESTABLISH ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY IN 2023. FORM 990, PART VI, SECTION B, LINE 11B DEFENDING DEMOCRACY TOGETHER INSTITUTE'S FORM 990 WAS REVIEWED BY MANAGEMENT AND MEMBERS OF THE GOVERNING BODY. COMMENTS WERE ADDRESSED BEFORE THE RETURN WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C DEFENDING DEMOCRACY TOGETHER INSTITUTE REQUIRES THE OFFICERS AND DIRECTORS TO READ AND SIGN THE POLICY AND TO DISCLOSE ANY CONFLICTS OF INTEREST THEY MAY HAVE TO THE ENTIRE BOARD. THE BOARD THEN DECIDES WHETHER OR NOT THERE EXISTS A CONFLICT. ANY OFFICERS OR BOARD MEMBERS WITH CONFLICTS ARE RECUSED FROM VOTING UPON ISSUES INVOLVING THEIR PARTICULAR CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 DEFENDING DEMOCRACY TOGETHER INSTITUTE REQUIRES THAT COMPENSATION FOR THE DIRECTORS AND EMPLOYEES BE REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS; PERSON WITH CONFLICTS OF INTEREST REGARDING THE COMPENSATION ARRANGEMENT AT ISSUE ARE RECUSED. CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING ARE MAINTAINED WITH RESPECT TO DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. FORM 990, PART VI, SECTION C, LINE 19 DEFENDING DEMOCRACY TOGETHER INSTITUTE DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION. COPIES OF ITS 990S ARE MADE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S HEADQUARTERS IN WASHINGTON DC AS REQUIRED BY LAW.