2025-05-28T11:30:17-05:00 2022-12-31 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2022-01-01 364657870 POLICY IMPACT POLI 5108414123 127 UNIVERSITY AVE BERKELEY CA 94710 KARI SARATOVSKY EXECUTIVE DIRECTOR 5108414123 2025-05-27 1 0 KEITH R GLEN P01317613 9166466464 2025-05-27 2022 2025-03-06 01:10:19Z X KARI SARATOVSKY 127 UNIVERSITY AVE BERKELEY CA 94710 4582631 0 X WWW.POLICY-IMPACT.ORG X 2009 CA THE ORGANIZATION'S MISSION IS TO SERVE AS THE FISCAL SPONSOR FOR THE CHARITABLE DONATIONS AND PHILANTHROPIC DISBURSEMENTS OF INDIVIDUALS, FOUNDATION, AND OTHER ENTITIES, TO PROVIDE TECHNICAL ASSISTANCE TO YOUTH-SERVING AND NONPROFIT ORGANIZATIONS AND TO COORDINATE EDUCATION AND OTHER POLICY EFFORTS. 3 3 0 0 0 0 1621879 4582596 0 0 199 35 0 0 1622078 4582631 0 425000 0 0 3000 6000 0 0 0 1126953 3257608 1129953 3688608 492125 894023 1151715 1914503 434902 303667 716813 1610836 X THE ORGANIZATION'S MISSION IS TO SERVE AS THE FISCAL SPONSOR FOR THE CHARITABLE DONATIONS AND PHILANTHROPIC DISBURSEMENTS OF INDIVIDUALS, FOUNDATION, AND OTHER ENTITIES, TO PROVIDE TECHNICAL ASSISTANCE TO YOUTH-SERVING AND NONPROFIT ORGANIZATIONS AND TO COORDINATE EDUCATION AND OTHER POLICY EFFORTS. 0 0 1659117 LED AN EDUCATION CAMPAIGN TO HELP EDUCATE CALIFORNIANS ON THE NEED FOR EXTENDING OPERATIONS AT DIABLO CANYON NUCLEAR POWER PLANT. 1122016 425000 WE FISCALLY SPONSORED A PROJECT WITH A CROSS-IDEOLOGICAL NETWORK OF CIVIC LEADERS AND INFLUENCERS WHO MEET BIANNUALLY IN PERSON, AND THROUGHOUT THE YEAR VIRTUALLY, TO DISCUSS THE CHALLENGES FACING AMERICAN DEMOCRACY AND WHAT CAN BE DONE TO REVITALIZE OUR SYSTEM OF GOVERNANCE. WE ALSO PARTICIPATED IN A CONTRACT WITH A CROSS-IDEOLOGICAL LEARNING AND ACTION COMMUNITY FOR DONORS CONCERNED ABOUT THE HEALTH OF AMERICAN DEMOCRACY. THIS PROJECT PRODUCED NUMEROUS REPORTS ABOUT DEMOCRACY, HOSTED MAJOR CONVENINGS FOR DEMOCRACY FUNDERS, AND HELPED EDUCATE PHILANTHROPY ABOUT INVESTING IN DEMOCRACY. 517750 THE PROJECT'S EFFORTS AND GOALS WERE TO DETECT AND MITIGATE INSTANCES OF DISINFORMATION AND MISINFORMATION AND ITS IMPACTS BY CONDUCTING THE FOLLOWING: -EARLY INSIGHTS INTO THE DISINFORMATION LANDSCAPE PROVIDED TO CIVIL SOCIETY TO UNDERSTAND NARRATIVES THEY NEED TO COMBAT TO BUILD AND MAINTAIN TRUST IN THE DEMOCRATIC PROCESS.- LONG FORM INVESTIGATIVE REPORTS TO EXPOSE DISINFORMATION AND MISINFORMATION. 216134 WE PARTICIPATED IN A CONTRACT TO PROVIDE ONGOING PROFESSIONAL DEVELOPMENT FOR A TEAM OF LEGISLATIVE STAFF TO DEVELOP BIPARTISAN RELATIONSHIPS AND HAVE EDUCATIONAL OPPROTUNITIES WITH EXPERTS. 216134 3515017 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 1 0 0 0 0 0 1 1 0 0 1 0 0 0 1 0 0 CA X AMY RAMIREZ 5108414123 127 UNIVERSITY AVE BERKELEY CA 94710 AARON DORFMAN PRESIDENT 1.00 X X 0 0 0 LIONEL C JOHNSON BOARD TREASURER & SECRETARY 1.00 X X 0 0 0 KARI DUNN SARATOVSKY EXECUTIVE DIRECTOR 1.00 X X 6000 0 0 6000 0 0 0 0 0 0 THIRD PLATEAU SOCIAL IMPACT STRATEGIES 127 UNIVERSITY AVE BERKELEY CA 94710 PROGRAM SERVICES & MANAGEMENT FEES 859327 LUCAS PUBLIC AFFAIRS INC 1215 K STREET SUITE 1010 SACRAMENTO CA 95814 PROGRAM SERVICES 735292 ALETHEA GROUP 1233 20TH STREET NW SUITE 520 WASHINGTON DC 20005 PROGRAM SERVICES 573748 THE BRATTLE GROUP INC ONE BEACON ST SUITE 2600 BOSTON MA 02108 PROGRAM SERVICES 350000 BRAINCHILD CREATIVE 235 MONTGOMERY ST 30 FL SAN FRANCISCO CA 94104 PROGRAM SERVICES 224293 8 4582596 4582596 35 35 4582631 0 0 35 X 425000 425000 6000 6000 125100 125100 1125 1080 45 15000 15000 3037385 3012868 24517 23228 23228 52841 52841 MISCELLANEOUS 2929 2929 3688608 3515017 173591 0 429427 1719022 263836 76 458452 195000 405 1151715 1914503 434902 303667 434902 303667 X 32876 69125 683937 1541711 716813 1610836 1151715 1914503 894023 0 X X 0 1 X 1 0 X 450681 888664 721838 1621879 4582596 8265658 450681 888664 721838 1621879 4582596 8265658 3053040 5212618 323 379 260 199 35 1196 8266854 0.63050 0.58850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 4582631 0 4582631 0 4582631 3688608 0 3688608 0 3688608 PART X, LINE 2: THE ORGANIZATION HAS APPLIED THE ACCOUNTING PRINCIPLES RELATED TO THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THERE IS NO MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. 0 CARNEGIE ENDOWMENT FOR INTERNATIONAL PEACE 1779 MASSACHUSETTS AVE WASHINGTON DC 20036 130552040 501(C)(3) 35000 0 GENERAL ASSISTANCE MORE IN COMMON 115 BROADWAY ST FL 5 NEW YORK NY 10006 823043917 501(C)(3) 390000 0 GENERAL ASSISTANCE 2 AMENDED RETURN THE RETURN IS BEING AMENDED TO CORRECT THE AMOUNT ON PAGE 2, PART III, LINE 4A AND 4B. AN AMOUNT FOR GRANTS PAID WAS INCORRECTLY REPORTED ON LINE 4A WHEN THE GRANT INSTEAD WAS PAID AS PART OF THE PROGRAM SERVICE ACCOMPLISHMENS IN LINE 4B. THAT WAS THE ONLY CHANGE TO THE FORM 990. FORM 990, PART VI, SECTION A, LINE 3 POLICY IMPACT ENGAGED CAPITOL IMPACT AND THIRD PLATEAU SOCIAL IMPACT STRATEGIES TO PERFORM MANAGEMENT AND PROGRAMMATIC SERVICES DURING THE 2022 TAX YEAR. POLICY IMPACT'S OFFICERS AND BOARD OVERSEE THESE SERVICES. FORM 990, PART VI, SECTION B, LINE 11B 990 WILL BE PROVIDED TO ALL OFFICERS FOR REVIEW PRIOR TO ISSUANCE. FORM 990, PART VI, SECTION B, LINE 15A SMALL STIPEND OFFERED TO EXECUTIVE DIRECTOR AND APPROVED BY THE INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS. THIS PROCESS WAS LAST UNDERTAKEN IN 2019. FORM 990, PART VI, SECTION C, LINE 19 PUBLIC DOCUMENTS ARE AVAILABLE UPON REQUEST FORM 990, PART IX, LINE 11G OUTSIDE SERVICES INCURRED TO CONDUCT PROGRAMMATIC ACTIVITIES: PROGRAM SERVICE EXPENSES 3,012,868. MANAGEMENT AND GENERAL EXPENSES 24,517. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,037,385. PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.