2025-05-09T10:19:34-05:00 2024-12-31 HAN GROUP LLC 1020 19TH STREET NW SUITE 800 WASHINGTON DC 20036 990 2024-01-01 920240689 ADVOCACY INSTITUTE INC ADVO 9173983820 224 W 35TH STREET 50023 NEW YORK NY 10001 CORI PARRISH CO-DIRECTOR 9173983820 2025-05-09 1 1 JENNIFER S HAN P00633304 2022937000 2025-05-09 2024 2025-03-06 01:10:19Z CORI PARRISH 224 W 35TH STREET 50023 NEW YORK NY 10001 1278046 0 X HI.ADVOCACY-INSTITUTE.ORG X 2022 NY BUILD ADVOCACY SKILLS, KNOWLEDGE AND POWER TO SHAPE GOVERNMENT POLICY FOR A MORE EQUITABLE NEW YORK. 8 7 10 19 0 0 2873011 1143019 116054 132475 0 800 0 1752 2989065 1278046 0 0 0 0 735561 1029647 0 0 154723 156846 372213 892407 1401860 2096658 -123814 2124575 2024045 27917 51201 2096658 1972844 ADVOCACY INSTITUTE SUPPORTS SOCIAL JUSTICE ORGANIZATIONS TO BUILD THE ADVOCACY SKILLS, KNOWLEDGE AND POWER THEY NEED TO SHAPE GOVERNMENT POLICY FOR A MORE JUST AND EQUITABLE NEW YORK. 0 0 488744 LEADERSHIP DEVELOPMENT PROGRAM - THE ADVOCACY INSTITUTE OFFERS A 10-MONTH INTENSIVE LEADERSHIP DEVELOPMENT PROGRAM TO BUILD AND DEEPEN THE SKILLS OF EMERGING ADVOCACY LEADERS. THE PROGRAM RUNS CONCURRENTLY WITH THE STATE LEGISLATIVE CYCLE(JANUARY-JUNE). IT COMBINES IN-DEPTH TRAININGS, PEER COACHING OPPORTUNITIES, AND ACCESS TO OUR MEMBERSHIP CONSULTING SO THAT ADVOCATES CAN ADVANCE THEIR LEGISLATIVE PRIORITIES IN A SMART, STRATEGIC WAY. IN 2024, 17 INDIVIDUALS, MOSTLY WOMEN OF COLOR, PARTICIPATED IN THE 9-MONTH PROGRAM. 380134 29169 TRAINING - ADVOCACY INSTITUTE OFFERS A SUITE OF ADVOCACY 101 DIGITAL TRAININGS AND CURRICULUM TO MEET THE DEMAND OF ORGANIZATIONS THAT WANT MORE SUPPORT WITH STEPPING INTO LEGISLATIVE ADVOCACY. ADVOCACY INSTITUTE'S NON REMOTE TRAINING SERIES OCCUR THROUGHOUT DIFFERENT REGIONS OF THE STATE TO ACCOMMODATE ADVOCATES WHO COULD BENEFIT FROM A COLLABORATIVE IN-PERSON EXPERIENCE. CORE PROGRAMMING ALSO INCLUDES AN ANNUAL ADVOCACY 101 VIRTUAL SUMMER CAMP. THERE WERE 1,125 PARTICIPANTS IN 2024. 217219 103306 STRATEGIC CONSULTING - THE ADVOCACY INSTITUTE PROVIDES ONGOING CONSULTING--FROM PROVIDING INPUT ON DRAFTING TESTIMONIES, PLANNING LEGISLATIVE MEETING AGENDAS, AND ASSISTANCE MAPPING OUT ADVOCACY ACTIONS--AS PART OF ITS ONE-TO ONE STRATEGIC CONSULTING SUPPORT. IN ADDITION, ADVOCACY INSTITUTE PROVIDES CONNECTIONS TO GOVERNMENT INSIDERS AND PROFESSIONALS WHO CAN OFFER STRATEGIC ADVICE BASED ON THEIR EXPERIENCES WORKING WITH STATE AND LOCAL LEGISLATURES AND BUDGETS WITH REGIONALLY SPECIFIC INSIGHTS. THERE WERE 62 MEMBER ORGANIZATIONS ACROSS NEW YORK STATE IN 2024. 1086097 1 1 0 0 0 0 0 0 0 0 0 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 16 0 1 10 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 7 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X CORI PARRISH 9173983820 224 W 35TH STREET SUITE 500 23 NEW YORK NY 10001 ROCKY FINE BOARD MEMBER/CONSULTANT 5.00 X 13775 0 0 JESSICA GARCIA BOARD CHAIR 5.00 X X 0 0 0 ELZ JONES BOARD VICE CHAIR 5.00 X X 0 0 0 MURAD AWAWDEH BOARD TREASURER 5.00 X X 0 0 0 KATHLEEN RUBENSTEIN BOARD SECRETARY 5.00 X X 0 0 0 KIANA ABBADY BOARD MEMBER 1.00 X 0 0 0 CARLYN COWEN BOARD MEMBER 1.00 X 0 0 0 JOSE DAVILA BOARD MEMBER 1.00 X 0 0 0 JARED TRUJILLO BOARD MEMBER (THRU SEPTEMBER) 1.00 X 0 0 0 CORI PARRISH CO-DIRECTOR 40.00 X 141414 0 17128 TANVIER PEART CO-DIRECTOR (AS OF JULY 2024) 40.00 X 68423 0 3584 JASMIN HERNANDEZ SYSTEMS ENGINEER 40.00 X 101658 0 17075 325270 0 37787 2 0 1 0 0 1143019 1143019 MEMBERSHIP DUES 900099 103306 103306 CONTRACT SERVICE FEES 900099 16200 16200 WEB/TRAIN/HONORARIA 611430 8384 8384 EVENT 900099 4585 4585 132475 800 0 800 800 800 CASHBACK REDEMPTIONS 900099 1752 1752 1752 1278046 132475 0 2552 X 244324 190288 26655 27381 618559 501916 33585 83058 27726 22376 1550 3800 68763 55672 4403 8688 70275 56220 4919 9136 227942 138266 83833 5843 5511 4114 946 451 9577 7902 586 1089 26537 21229 1858 3450 26574 24904 114 1556 51177 42915 1008 7254 5610 4489 392 729 SUBSCRIPTIONS 16500 13637 1002 1861 TEAM BUILDING 2689 2150 189 350 FUNDRAISING EXPENSES 96 19 77 1401860 1086097 161040 154723 1507576 1640464 588623 356123 3500 5963 22876 19495 2000 2000 2124575 2024045 27917 51201 27917 51201 X 1440535 1548344 656123 424500 2096658 1972844 2124575 2024045 -123814 0 X X 0 1 X 1 0 X 0 2873011 1143019 4016030 2873011 1143019 4016030 265395 3750635 4016030 248529 X SCHEDULE A, PART II: EXPLANATION OF SHORT YEAR AS ADVOCACY INSTITUTE WAS INCORPORATED ON JULY 11, 2022, THE PERIOD ENDED DECEMBER 31, 2022, IS A SHORT PERIOD. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 1270792 0 1270792 7254 7254 1278046 1394606 0 1394606 7254 7254 1401860 PART X, LINE 2: ADVOCACY INSTITUTE FOLLOWS THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ASC TOPIC 740, INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. IT IS ADVOCACY INSTITUTE'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN INCOME TAX EXPENSES. ADVOCACY INSTITUTE PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2024 AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. THE STATUTE OF LIMITATIONS GENERALLY REMAINS OPEN FOR THREE TAX YEARS WITH THE U.S. FEDERAL JURISDICTION OR THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH ADVOCACY INSTITUTE FILES TAX RETURNS. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 7,254. PART XII, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 7,254. X X X 0 0 0 0 0 0 0 0 0 CORI PARRISH CO-DIRECTOR 141414 0 0 0 0 0 3900 0 13228 0 158542 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 IN 2024, THE ORGANIZATION AMENDED ITS BYLAWS TO ESTABLISH TERM LIMITS FOR THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE DRAFT FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C EVERY YEAR, THE BOARD OF DIRECTORS REVIEWS THE CONFLICT OF INTEREST POLICY AND SIGNS CONFLICT OF INTEREST DISCLOSURES. FOR RELATED PARTY TRANSACTIONS, THE BOARD OF DIRECTORS REVIEWS THEM AND VOTES ON THEM TO SIGNIFY THAT THEY ARE IN THE BEST INTEREST OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15A ANNUALLY IN NOVEMBER, AS PART OF THE BUDGET PROCESS, THE ADVOCACY INSTITUTE BOARD OF DIRECTORS OR THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS EXECUTIVE COMPENSATION BENCHMARKED AGAINST NONPROFITS OF SIMILAR SIZE AND GEOGRAPHIC SCOPE. THIS PROCESS WAS LAST COMPLETED IN NOVEMBER 2024, WHEN THE ORGANIZATION PROMOTED ITS DEPUTY DIRECTOR TO EXECUTIVE DIRECTOR AND IN PREPARATION FOR THE TRANSITION TO A CO-DIRECTOR MODEL. THE CO-DIRECTOR SEARCH WAS LAUNCHED IN FEBRUARY 2024. FORM 990, PART VI, SECTION B, LINE 15B: ADVOCACY INSTITUTE DOES NOT HAVE ANY OTHER EMPLOYEES THAT SERVE AS AN OFFICER EXCEPT FOR THE CO-DIRECTORS. ADVOCACY INSTITUTE DOES NOT HAVE ANY KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 ADVOCACY INSTITUTE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G ORGANIZATIONAL DEVELOPMENT: PROGRAM SERVICE EXPENSES 52,824. MANAGEMENT AND GENERAL EXPENSES 82,016. FUNDRAISING EXPENSES 4,170. TOTAL EXPENSES 139,010. PROGRAMMATIC CONSULTANTS: PROGRAM SERVICE EXPENSES 68,754. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 68,754. PEO & PAYROLL: PROGRAM SERVICE EXPENSES 10,295. MANAGEMENT AND GENERAL EXPENSES 901. FUNDRAISING EXPENSES 1,673. TOTAL EXPENSES 12,869. PROFESSIONAL DEVELOPMENT: PROGRAM SERVICE EXPENSES 6,393. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,393. RECRUITMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 916. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 916. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.