2025-11-14T12:22:09-06:00 2024-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2024-01-01 880876930 LOCAL JOBS & ECONOMIC DEVELOPMENT FUND INC LOCA 3022952183 8 THE GREEN 14251 DOVER DE 19901 ERIC HEITZ PRESIDENT 3022952183 2025-11-14 1 1 RICHARD J LOCASTRO CPA P00288314 3019519090 2024 2025-03-06 01:10:19Z ERIC HEITZ 8 THE GREEN 14251 DOVER DE 19901 21676790 0 X HTTPS://LOCALJOBS.FUND/ X 2022 DE SEE PART III, LINE 1 5 3 0 0 0 0 4211400 19141900 0 0 0 41725 0 0 4211400 19183625 1943581 8514800 0 0 0 0 0 0 263992 2360923 3627500 4304504 12142300 -93104 7041325 1227389 8737113 97299 565698 1130090 8171415 LOCAL JOBS & ECONOMIC DEVELOPMENT FUND SUPPORTS LOCAL CLEAN ENERGY DEPLOYMENT ACROSS THE U.S. WE BUILD DATA-DRIVEN MODELS TO FIND AFFORDABLE LOCAL ENERGY OPPORTUNITIES WITH GOOD ECONOMIC BENEFITS. 0 0 2588058 DEVELOP ROBUST DATA MODELS THAT VISUALIZE THE DISTRIBUTION OF CLEAN ENERGY AND NON-RENEWABLE ENERGY SOURCES ACROSS THE UNITED STATES. 8514800 8514800 WE MAKE GRANTS TO ORGANIZATIONS THAT SUPPORT AFFORDABLE ENERGY SOLUTIONS AT THE LOCAL LEVEL. 11102858 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 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 23 0 1 0 0 0 0 0 1 1 0 0 0 X 5 3 1 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X ELINOR LITWACK 3022952183 8 THE GREEN SUITE B DOVER DE 19901 X ERIC HEITZ PRESIDENT & BOARD-CHAIR (SEE SCH L) 20.00 X X 0 0 0 MATTHEW EWING BOARD MEMBER (SEE SCH L) 20.00 X 0 0 0 CATHERINE BRACY BOARD MEMBER 1.00 X 0 0 0 JON CARSON BOARD MEMBER 1.00 X 0 0 0 AMY FUERSTENAU BOARD MEMBER 1.00 X 0 0 0 SAMANTHA RUSSO TREASURER & SECRETARY 20.00 X 0 0 0 0 0 0 0 0 0 0 DOWN BALLOT CLIMATE PARTNERS 2108 N ST STE N SACRAMENTO CA 95816 MANAGEMENT FEES 1780000 Y STRATEGY LLC 256 WINDMILL DRIVE DALE TX 78616 POLITICAL CONSULTING 125250 SEEKER STRATEGIES 1609 SOUTH 1ST STREET AUSTIN TX 78704 POLITICAL CONSULTING 102000 3 19141900 2500000 19141900 34890 34890 2500000 2493165 6835 6835 6835 19183625 0 0 41725 8514800 8514800 1780000 1393467 122541 263992 25975 25975 38560 38560 996425 996425 41000 41000 1975 1975 196571 196427 144 1739 1739 9427 9427 TAXES AND LICENSES 533776 533776 MISCELLANEOUS 2052 2052 12142300 11102858 775450 263992 997440 3652563 5035342 225000 4949 49208 1227389 8737113 97299 32271 0 533427 97299 565698 X 1130090 8171415 1130090 8171415 1227389 8737113 7041325 0 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4579358 0 832958 3746400 4579358 1 AMBERWAVE PAC PO BOX 7654 OVERLAND PARK KS 66207 991447402 85000 0 COMMITTEE TO ELECT JENNIFER BERTINO-TARRANT PO BOX 4242 JOLIET IL 60434 464049971 2600 0 CONSERVATION OHIO 1145 CHESAPEAKE AVE SUITE I COLUMBUS OH 43212 824638940 35000 0 DEKALB COUNTY DEMOCRATS CENTRAL COMMITTEE PO BOX 785 DEKALB IL 60115 364222580 5000 0 DEMOCRACYFIRST PAC 600 PENNSYLVANIA AVE SE UNIT 1584 WASHINGTON DC 20003 881029146 100000 0 DEMOCRATIC PARTY OF ILLINOIS PO BOX 10692 CHICAGO IL 61761 364073402 27400 0 FRIENDS OF JIM ROGAL 1625 ENSIGN DR NORMAL IL 61761 833232198 10000 0 FULTON COUNTY DEMOCRATIC CENTRAL COMMITTEE PO BOX 215 CANTON IL 61520 272104158 5000 0 ILLINOIS DEMOCRATIC COUNTY CHAIRS' ASSOCIATION PO BOX 3445 SPRINGFIELD IL 62708 371294559 12000 0 LIBERTY AND JUSTICE FOR ARKANSAS PO BOX 7414 LITTLE ROCK AR 72217 862703877 7500 0 MCLEAN COUNTY DEMOCRATIC CENTRAL COMMITTEE PO BOX 3411 BLOOMINGTON IL 61702 370979698 10000 0 MICHIGAN DEMOCRATIC STATE CENTRAL COMMITTEE 606 TOWNSEND LANSING MI 48933 381323848 175000 0 MORRO BAY CITIZENS OPPOSED TO MEASURE A-24 PO BOX 313 MORRO BAY CA 93443 934935671 26000 0 NEVADA ALLIANCE 6675 S TENYA WAY 200-A LAS VEGAS NV 89113 830744945 50000 0 ONE TALLAHASSEE PAC 112 E 6TH AVENUE TALLAHASSEE FL 32303 992513727 100000 0 SANGAMON COUNTY DEMOCRATIC CENTRAL COMMITTEE PO BOX 2 SPRINGFIELD IL 62705 370803118 5000 0 SECOND CONGRESSIONAL DISTRICT DEMOCRATIC COMMITTEE 904 POST OAK COURT VIRGINIA BEACH VA 23464 381404234 25000 0 TCE VOTECLEANORG PAC PO BOX 42278 AUSTIN TX 78704 991958668 377500 0 WHITESIDE COUNTY DEMOCRATS PAC 1905 NEW HIGH STREET ROCK FALLS IL 61071 920489545 5000 0 WILL COUNTY DEMOCRATIC CENTRAL COMMITTEE PO BOX 4242 JOLIET IL 60434 260397719 27400 0 WORKING FAMILIES PARTY PAC 77 SANDS STREET BROOKLYN NY 11201 810941879 1175000 PART I-A, LINE 1 DIRECT POLITICAL CAMPAIGNS: SUPPORT TO INDEPENDENT EXPENDITURE AND PACS AS ALLOWED BY THE IRS RULES AND FEDERAL, STATE, & LOCAL CAMPAIGN RULES. INDIRECT POLITICAL CAMPAIGNS: VOTER ISSUE EDUCATION AS ALLOWED BY THE IRS RULES AND FEDERAL, STATE, & LOCAL CAMPAIGN FINANCE RULES. 0 ACCRUED TAX LIABILITY 533427 533427 X 19183625 0 19183625 0 19183625 12142300 0 12142300 0 12142300 1 ALASKA PUBLIC INTEREST RESEARCH GROUP INC PO BOX 201416 ANCHORAGE AR 99520 920047627 501(C)(3) 150000 0 NON-POLITICAL CONTRIBUTION; FOR EDUCATION & ANALYSIS TO PROMOTE THE BENEFITS OF AFFORDABLE LOCAL ENERGY AMBERWAVE PAC PO BOX 7654 OVERLAND PARK KS 66207 991447402 527 85000 0 SUPPORTING LOCAL ECONOMIC DEVELOPMENT THROUGH CLEAN ENERGY DEPLOYMENT AMERICAN JOBS AND ENERGY SECURITY 8 THE GREEN 18079 DOVER DE 19901 991179680 501(C)(4) 1654000 0 SUPPORTING LOCAL ECONOMIC DEVELOPMENT THROUGH CLEAN ENERGY DEPLOYMENT ARIZONANS FOR A CLEAN ECONOMY 1108 E GEORGIA AVENUE PHOENIX AZ 85014 923664411 501(C)(4) 87500 0 SUPPORTING LOCAL ECONOMIC DEVELOPMENT THROUGH CLEAN ENERGY DEPLOYMENT CLEAN UP THE RIVER ENVIRONMENT 117 SOUTH FIRST ST MONTEVIDEO MN 56265 311693392 501(C)(3) 250000 0 NON-POLITICAL CONTRIBUTION; FOR EDUCATION & ANALYSIS TO PROMOTE THE BENEFITS OF AFFORDABLE LOCAL ENERGY COLORADO VOTER REGISTRATION PROJECT INC 5196 RED CLOUD ROAD COLORADO CITY CO 81019 872794658 501(C)(3) 8000 0 NON-POLITICAL CONTRIBUTION; FOR EDUCATION & ANALYSIS TO PROMOTE THE BENEFITS OF AFFORDABLE LOCAL ENERGY CONSERVATION OHIO 1145 CHESAPEAKE AVE SUITE I COLUMBUS OH 43206 824638940 527 35000 0 SUPPORTING LOCAL ECONOMIC DEVELOPMENT THROUGH CLEAN ENERGY DEPLOYMENT CONSERVATION VOTERS OF SOUTH CAROLINA PO BOX 1766 COLUMBIA SC 29202 200335383 501(C)(3) 49400 0 NON-POLITICAL CONTRIBUTION; FOR EDUCATION & ANALYSIS TO PROMOTE THE BENEFITS OF AFFORDABLE LOCAL ENERGY CONSERVATIVES FOR A CLEAN ENERGY FUTURE 106 W ALLEGAN STREET LANSING MI 48933 825201195 501(C)(4) 1460000 0 SUPPORTING LOCAL ECONOMIC DEVELOPMENT THROUGH CLEAN ENERGY DEPLOYMENT CO-OP LEADERSHIP ACADEMY 780 WESTVIEW DR BAYFIELD CO 81122 994006325 501(C)(3) 42000 0 NON-POLITICAL CONTRIBUTION; FOR EDUCATION & ANALYSIS TO PROMOTE THE BENEFITS OF AFFORDABLE LOCAL ENERGY DEMOCRACYFIRST PAC 600 PENNSYLVANIA AVE SE UNIT 15845 WASHINGTON DC 20003 881029146 527 100000 0 SUPPORTING LOCAL ECONOMIC DEVELOPMENT THROUGH CLEAN ENERGY DEPLOYMENT DEMOCRATIC PARTY OF ILLINOIS PO BOX 10692 CHICAGO IL 60610 364073402 527 27400 0 SUPPORTING LOCAL ECONOMIC DEVELOPMENT THROUGH CLEAN ENERGY DEPLOYMENT DREAMS IN ACTION NM 625 SILVER AVE SW SUITE 320 ALBUQUERQUE NM 87102 853360508 501(C)(4) 50000 0 SUPPORTING LOCAL ECONOMIC DEVELOPMENT THROUGH CLEAN ENERGY DEPLOYMENT FARM TO POWER INC PO BOX 88 GRAND RAPIDS MN 55744 933921271 501(C)(3) 500000 0 NON-POLITICAL CONTRIBUTION; FOR EDUCATION & ANALYSIS TO PROMOTE THE BENEFITS OF AFFORDABLE LOCAL ENERGY FIGHT FOR DEMOCRACY 1401 CLEBURNE ST HOUSTON TX 77004 934024938 501(C)(4) 90000 0 SUPPORTING LOCAL ECONOMIC DEVELOPMENT THROUGH CLEAN ENERGY DEPLOYMENT FRIENDS OF JIM ROGAL 1625 ENSIGN DR NORMAL IL 61761 833232198 527 10000 0 SUPPORTING LOCAL ECONOMIC DEVELOPMENT THROUGH CLEAN ENERGY DEPLOYMENT GROUNDWORK CENTER FOR RESILIENT COMMUNITIES 148 EAST FRONT STREET SUITE 301 TRAVERSE CITY MI 49684 382314954 501(C)(3) 50000 0 NON-POLITICAL CONTRIBUTION; FOR EDUCATION & ANALYSIS TO PROMOTE THE BENEFITS OF AFFORDABLE LOCAL ENERGY ILLINOIS DEMOCRATIC COUNTY CHAIRS' ASSOCIATION PO BOX 3445 SPRINGFIELD IL 62708 371294559 527 12000 0 SUPPORTING LOCAL ECONOMIC DEVELOPMENT THROUGH CLEAN ENERGY DEPLOYMENT KANSANS FOR AN AFFORDABLE FUTURE 800 SW JACKSON SUITE 960C TOPEKA KS 66612 932362019 501(C)(4) 185000 0 SUPPORTING LOCAL ECONOMIC DEVELOPMENT THROUGH CLEAN ENERGY DEPLOYMENT LEAD LOCALLY 1014 TORNEY AVENUE SAN FRANCISCO CA 94129 943153687 501(C)(4) 125000 0 SUPPORTING LOCAL ECONOMIC DEVELOPMENT THROUGH CLEAN ENERGY DEPLOYMENT LEAGUE OF CONSERVATION VOTERS INC 740 15TH STREET 7TH FLOOR WASHINGTON DC 20005 521733698 501(C)(4) 700000 0 SUPPORTING LOCAL ECONOMIC DEVELOPMENT THROUGH CLEAN ENERGY DEPLOYMENT LIBERTY AND JUSTICE FOR ARKANSAS 904 WEST 2ND STREET SUITE 1 LITTLE ROCK AR 72201 862703877 527 7500 0 SUPPORTING LOCAL ECONOMIC DEVELOPMENT THROUGH CLEAN ENERGY DEPLOYMENT ACCELERATE ACTION INC 294 WASHINGTON STREET SUITE 500 BOSTON MA 02108 823399959 501(C)(4) 165000 0 SUPPORTING LOCAL ECONOMIC DEVELOPMENT THROUGH CLEAN ENERGY DEPLOYMENT MCLEAN COUNTY DEMOCRATIC CENTRAL COMMITTEE PO BOX 3411 BLOOMINGTON IL 61702 370979698 527 10000 0 SUPPORTING LOCAL ECONOMIC DEVELOPMENT THROUGH CLEAN ENERGY DEPLOYMENT MICHIGAN DEMOCRATIC STATE CENTRAL COMMITTEE 606 TOWNSEND LANSING MI 48933 381323848 527 175000 0 SUPPORTING LOCAL ECONOMIC DEVELOPMENT THROUGH CLEAN ENERGY DEPLOYMENT MORRO BAY CITIZENS OPPOSED TO MEASURE A-24 PO BOX 313 MORRO BAY CA 93443 934935671 527 26000 0 SUPPORTING LOCAL ECONOMIC DEVELOPMENT THROUGH CLEAN ENERGY DEPLOYMENT NEBRASKA CONSERVATION VOTERS 206 S 13TH STREET LINCOLN NE 68508 030402828 501(C)(4) 527000 0 SUPPORTING LOCAL ECONOMIC DEVELOPMENT THROUGH CLEAN ENERGY DEPLOYMENT NEVADA ALLIANCE 6675 S TENYA WAY 200-A LAS VEGAS NV 89113 830744945 527 50000 0 SUPPORTING LOCAL ECONOMIC DEVELOPMENT THROUGH CLEAN ENERGY DEPLOYMENT ONE TALLAHASSEE PAC 112 E 6TH AVENUE TALLAHASSEE FL 32303 992513727 527 100000 0 SUPPORTING LOCAL ECONOMIC DEVELOPMENT THROUGH CLEAN ENERGY DEPLOYMENT RENEW MISSOURI ADVOCATES INC 409 VANDIVER DRIVE COLUMBIA MO 65202 813229949 501(C)(3) 83000 0 NON-POLITICAL CONTRIBUTION; FOR EDUCATION & ANALYSIS TO PROMOTE THE BENEFITS OF AFFORDABLE LOCAL ENERGY SECOND CONGRESSIONAL DISTRICT DEMOCRATIC COMMITTEE 904 POST OAK COURT VIRGINIA BEACH VA 23464 381404234 527 25000 0 SUPPORTING LOCAL ECONOMIC DEVELOPMENT THROUGH CLEAN ENERGY DEPLOYMENT TCE VOTECLEANORG PAC PO BOX 42278 AUSTIN TX 78704 991958668 527 377500 0 SUPPORTING LOCAL ECONOMIC DEVELOPMENT THROUGH CLEAN ENERGY DEPLOYMENT TEXAS FREEDOM NETWORK PO BOX 1624 AUSTIN TX 78767 742736849 501(C)(4) 75000 0 SUPPORTING LOCAL ECONOMIC DEVELOPMENT THROUGH CLEAN ENERGY DEPLOYMENT WILL COUNTY DEMOCRATIC CENTRAL COMMITTEE PO BOX 4242 JOLIET IL 60434 260397719 527 27400 0 SUPPORTING LOCAL ECONOMIC DEVELOPMENT THROUGH CLEAN ENERGY DEPLOYMENT WORKING FAMILIES PARTY PAC 77 SANDS STREET BROOKLYN NY 11201 810941879 527 1175000 0 SUPPORTING LOCAL ECONOMIC DEVELOPMENT THROUGH CLEAN ENERGY DEPLOYMENT 8 27 PART I, LINE 2: THE USE OF GRANTS IS MONITORED THROUGH REQUIRED PROGRAM NARRATIVES AND FINANCIAL REPORTS FROM GRANTEES. DOWN BALLOT CLIMATE PARTNERS SEE PART V 890000 CONSULTING AGREEMENT PAYMENTS 0 DOWN BALLOT CLIMATE PARTNERS SEE PART V 890000 CONSULTING AGREEMENT PAYMENTS 0 FORM 990, SCHEDULE L, PART IV THE TRANSACTION BETWEN LOCAL JOBS & ECONOMIC DEVELOPMENT FUND, INC AND DOWN BALLOT CLIMATE PARTNERS WAS AT FMV. THE ORGANIZATION USED COMPARABLE DATA WHEN DETERMINING THE AGREEMENT. FORM 990, SCHEDULE L, PART IV, LINE 1 (A) NAME OF PERSON: DOWN BALLOT CLIMATE PARTNERS(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: ERIC HEITZ, PRESIDENT AND BOARD CHAIR IS PART OWNER OF DOWN BALLOT CLIMATE PARTNERS(D) DESCRIPTION OF TRANSACTION:IN 2024, DOWN BALLOT CLIMATE PARTNERS PROVIDED CONSULTING AND STAFFING SERVICES TO LOCAL JOBS & ECONOMIC DEVELOPMENT FUND, FOR A TOTAL FEE OF $1,780,000. SERVICES INCLUDED: PROGRAM ADVISING AND STAFF, OPERATIONAL AND FUNDRAISING SYSTEMS AND STAFF, AS WELL AS FINANCIAL, LEGAL & COMPLIANCE SERVICES HANDLED VIA EXTERNAL CONSULTANTS PAID FOR BY DOWN BALLOT CLIMATE PARTNERS. FORM 990, SCHEDULE L, PART IV, LINE 2 (A) NAME OF PERSON: DOWN BALLOT CLIMATE PARTNERS(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: MATTHEW EWING, BOARD MEMBER IS CEO & PART OWNER OF DOWN BALLOT CLIMATE PARTNERS(D) DESCRIPTION OF TRANSACTION:IN 2024, DOWN BALLOT CLIMATE PARTNERS PROVIDED CONSULTING AND STAFFING SERVICES TO LOCAL JOBS & ECONOMIC DEVELOPMENT FUND, FOR A TOTAL FEE OF $1,780,000. SERVICES INCLUDED: PROGRAM ADVISING AND STAFF, OPERATIONAL AND FUNDRAISING SYSTEMS AND STAFF, AS WELL AS FINANCIAL, LEGAL & COMPLIANCE SERVICES HANDLED VIA EXTERNAL CONSULTANTS PAID FOR BY DOWN BALLOT CLIMATE PARTNERS. X CRYPTOCURRENCY 1 2500000 FMV 0 0 1 1 PART I, LINE 32B: THE ORGANIZATION USES COINBASE TO RECEIVE AND PROCESS NON-CASH CONTRIBUTIONS. SCHEDULE M, PART I COLUMN B THE NUMBER IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 2 ERIC HEITZ AND MATT EWING HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 3 DOWN BALLOT CLIMATE PARTNERS, LLC IS SERVING AS THE MANAGEMENT COMPANY, THROUGH A CONSULTING AGREEMENT. THE FEE REPORTED TO THE ORGANIZATION IS LISTED ON PART IX, LINE 11A. THE COMPENSATION PAID TO THE MANAGEMENT COMPANY WAS DETERMINED BY DISCUSSIONS WITH OTHER NON-PROFITS LEADERS IN OUR NETWORKS AND REVIEWS OF 2024 NONPROFIT SALARY SURVEYS FROM EXTERNAL COMPENSATION SURVEYS OF THE ORGANIZATION'S SECTOR. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY OUTSIDE ACCOUNTANTS AND REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS AND KEY STAFF ARE REQUIRED TO ACKNOWLEDGE THE CONFLICT OF INTEREST POLICY, ANNUALLY, AND UPDATE THEIR SUMMARY WITH ANY POTENTIAL CONFLICTS. IF A CONFLICT OCCURS THE INDIVUAL IS RECUSED FROM VOTING ON THE MATTER. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST.