2026-04-03T18:28:17-05:00 2025-12-31 GARY MCGEE & CO LLP 222 SW COLUMBIA ST STE 200 PORTLAND OR 97201 990 2025-01-01 271457207 HEALTHY DEMOCRACY FUND HEAL 5038416865 PO BOX 18104 PORTLAND OR 97218 GRACE TAYLOR DIRECTOR OF OPERATIONS 5038416865 2026-04-03 1 YEE LEE MCGEE P01294356 5032222515 2025 2025-03-06 01:10:19Z GRACE TAYLOR PO BOX 18104 PORTLAND OR 97218 541054 0 X HEALTHYDEMOCRACY.ORG X 2010 OR DESIGN AND COORDINATE INNOVATIVE DELIBERATIVE DEMOCRACY PROGRAMS. 10 10 4 21 0 0 729818 533330 1528 2950 7950 4774 0 0 739296 541054 61757 0 0 0 261760 261227 0 0 16834 416807 380675 740324 641902 -1028 -100848 331323 229769 1509 803 329814 228966 X HEALTHY DEMOCRACY WORKS TO ELEVATE THE VOICES OF EVERYDAY PEOPLE IN PUBLIC DECISION-MAKING. HEALTHY DEMOCRACY DEVELOPS NEW FORMATS FOR DEMOCRATIC ENGAGEMENT THAT PRIORITIZE THOUGHTFUL DELIBERATION, TRANSPARENCY, AND IN-DEPTH OPPORTUNITIES FOR EVERYDAY PEOPLE. 0 0 220876 DEMOCRACY RESEARCH AND DEVELOPMENT: IN 2025, THE DEMOCRACY R&D NETWORK 9TH ANNUAL GATHERING OF THE GLOBAL NETWORK OF DEMOCRATIC INNOVATORS ATTRACTED OVER 270 PARTICIPANTS IN BRUSSELS, MARKING ITS LARGEST AND MOST DIVERSE EVENT YET, WITH STRONG REPRESENTATION FROM GLOBAL SOUTH COUNTRIES. COMMUNITY BUILDING EFFORTS INCLUDED 5 REGIONAL MEETINGS, SUPPORT TO FIELD-BUILDING DISCUSSIONS, AND THE ADDITION OF 28 NEW MEMBERS. THE NETWORK ALSO LAUNCHED THE FIRST SESSION OF THE HARD CONVERSATIONS SERIES. THE DR&D WEBSITE WAS FULLY UPDATED, TWO NEWSLETTER EDITIONS WERE PUBLISHED, GENERATING 121 NEW SUBSCRIBERS AND SHARING 63 PIECES OF CONTENT ON MEMBER ACTIVITIES, RESEARCH, AND FIELD DEVELOPMENTS. 230410 1250 DELIVERY OF LOTTERY-SELECTED CIVIC ASSEMBLIES: IN 2025, HEALTHY DEMOCRACY (HD) DESIGNED AND IMPLEMENTED THE HUGHES CIVIC ASSEMBLY, IN PARTNERSHIP WITH THE CITY OF FORT COLLINS (CO) AND SEVERAL PARTNER ORGANIZATIONS. THIS CIVIC ASSEMBLY ANALYZED A PRESSING LAND-USE ISSUE AND DEVELOPED RECOMMENDATIONS FOR THE CITY COUNCIL, WHICH VOTED TO PUT THE RECOMMENDATIONS ON THE BALLOT. IN NOVEMBER 2025, FORT COLLINS VOTERS APPROVED THE ASSEMBLY'S VISION FOR THE HUGHES SITE. THIS YEAR WE ALSO PROVIDED PRO BONO CONSULTATION TO SEVERAL LOCAL GOVERNMENTS AND NONPROFIT ORGANIZATIONS ACROSS THE US ON DEMOCRATIC LOTTERIES AND DELIBERATIVE PROCESS METHODS.CONTINUED ON SCHEDULE O.'HEALTHY DEMOCRACY (HD) DESIGNS AND COORDINATES INNOVATIVE PUBLIC PROCESSES CALLED CIVIC ASSEMBLIES, WHICH EMPOWER EVERYDAY PEOPLE TO FIND SOLUTIONS TO TOUGH POLICY QUESTIONS. WE SELECT DELEGATES THROUGH A DEMOCRATIC LOTTERY (ENSURING NEW AND REPRESENTATIVE VOICES), CREATE A PROCESS FOR INFORMATION GATHERING (PRIORITIZING BREADTH AND CREDIBILITY), AND DESIGN THE IN-ROOM DELIBERATION (SUPPORTING DEEP COLLABORATION, CONFLICT EXPLORATION, AND CREATIVE PROBLEM SOLVING). HD ALSO COORDINATES LOGISTICS, TECHNOLOGY, CONTRACTING, MODERATOR TRAINING, STAKEHOLDER RELATIONS, AND FOLLOW-UP ACTIVITIES ASSOCIATED WITH THESE DEMOCRATIC MINI-SYSTEMS. 55888 PUBLIC ADVOCACY FOR LOTTERY-SELECTED DELIBERATIVE DEMOCRACY: IN 2025, HEALTHY DEMOCRACY EXPERTS PRESENTED SESSIONS AND WORKSHOPS AT VENUES INCLUDING THE PLURALISM IN ACTION CONFERENCE IN ATLANTA, GA, THE COLORADO MUNICIPAL LEAGUE MEETING IN ASPEN, CO, THE ICMA ANNUAL CONFERENCE IN TAMPA, FL, AND A CITIZENS' ASSEMBLY SCHOOL HOSTED BY THE FEDERATION FOR INNOVATION IN DEMOCRACY NORTH AMERICA IN AKRON, OH. WE ALSO CONTINUED TO COLLABORATE WITH OTHERS ON FIELD-BUILDING EFFORTS AMONG CIVIC ASSEMBLY PRACTITIONERS, ADVOCATES, ACADEMICS, AND FUNDERS FROM ACROSS THE US. 26407 PROGRAM DEVELOPMENT AND INNOVATION: HEALTHY DEMOCRACY WORKS WITH FELLOW DELIBERATIVE DEMOCRACY PRACTITIONERS TO DEVELOP, INCUBATE, AND REFINE NEW DESIGN CONCEPTS THAT IMPROVE DELIBERATIVE PROCESSES. HD STAFF REGULARLY CONSULT WITH GOVERNMENT STAFF ON PROCESS DESIGNS THAT RANGE FROM ONE-TIME DELIBERATIVE PANELS TO PERMANENT SYSTEMIC REFORMS. THIS YEAR WE CREATED THE FOLLOWING PROCESS DESIGN TOOLS:* READINESS CHECKLIST FOR NEW PROJECTS - TO STREAMLINE THE EARLIEST STAGES OF PROJECT PLANNING WITH OUR GOVERNMENT PARTNERS.* ADVOCATE RESOURCE GUIDE - THIS EVER-EVOLVING LIST OF OUR FAVORITE INTRODUCTORY ARTICLES, VIDEOS, AND MORE IS A GREAT STARTING PLACE FOR ANYONE INTERESTED IN PROMOTING OUR WORK.* UPDATED LANGUAGE PHILOSOPHY & STYLE GUIDE - ANOTHER LIVING DOCUMENT, A REVISION TO OUR LONGSTANDING STYLE GUIDE, NOW WITH MORE DETAIL ABOUT THE WORDS & VALUES WE PREFER, THE ONES WE DON'T, AND WHY IT MATTERS.* ADVOCACY TIPS - DO'S, DON'TS, AND OTHER ADVICE RELATED TO ADVOCATING FOR LOTTERY-SELECTED DEMOCRACY WITH GOVERNMENT STAFF, ELECTED, AND OTHERS. 15533 1700 CIVIC EDUCATION, TRAINING, AND CAPACITY BUILDING: IN 2025, HEALTHY DEMOCRACY STAFF PROVIDED ADVICE AND GUIDANCE ON USING CIVIC ASSEMBLIES TO SEVERAL PARTNER ORGANIZATIONS IN THE FIELD WORKING IN A WIDE RANGE OF COMMUNITIES AROUND THE US, AS WELL AS WITH COLLEGE AND UNIVERSITY PARTNERS. HD STAFF ALSO PARTNERED WITH A MEDIA CONSULTANT TO OFFER A WORKSHOP FOR ALLIES IN THE FIELD TO LEARN ABOUT STORYTELLING ON DEMOCRATIC INNOVATION. HEALTHY DEMOCRACY PROVIDES EDUCATION AND TRAINING ON DELIBERATIVE DEMOCRATIC INNOVATIONS TO INTERESTED ORGANIZATIONS, GOVERNMENT BODIES, AND MEMBERS OF THE PUBLIC. HD WORKS TO BUILD AWARENESS OF AND CAPACITY FOR SUCH DEMOCRATIC PRACTICES THROUGH CLASSROOM PRESENTATIONS, CAPACITY-BUILDING WORKSHOPS, AND LONG-FORM TRAINING PROGRAMS. 41940 1700 549114 1 1 0 1 0 0 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 23 0 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 1 0 0 0 0 1 0 0 0 0 1 1 1 1 1 0 0 0 OR X GRACE TAYLOR 5038416865 PO BOX 18104 PORTLAND OR 97218 JOHN HORVICK BOARD CHAIR 4.00 X X 0 0 0 JIM SCHERZINGER BOARD TREASURER 4.00 X X 0 0 0 PATSY KRAEGER BOARD SECRETARY 2.00 X X 0 0 0 RYAN BELLINSON BOARD MEMBER 1.00 X 0 0 0 LAURA BLACK BOARD MEMBER 1.00 X 0 0 0 SOFIA CASTELLANOS BOARD MEMBER 1.00 X 0 0 0 ABIMAEL CHAVEZ HERNANDEZ BOARD MEMBER 1.00 X 0 0 0 SILVIA CERVELLINI BOARD MEMBER 1.00 X 0 0 0 VICTOR REUTHER BOARD MEMBER 1.00 X 0 0 0 DAMON ISIAH TURNER BOARD MEMBER 1.00 X 0 0 0 LAUREN BABCOCK PROGRAM CO-DIRECTOR 32.00 X 58656 0 9027 JUSTIN REEDY PROGRAM CO-DIRECTOR 32.00 X 58656 0 9027 GRACE TAYLOR OPERATIONS DIRECTOR 32.00 X 58657 0 9026 LINN DAVIS PROGRAM CO-DIRECTOR 17.00 X 38165 0 673 214134 0 27753 0 0 0 0 0 13284 151452 368594 533330 CONSULTING FEES 541900 2950 2950 2950 4774 4774 541054 2950 0 4774 X 241887 176312 52326 13249 19340 14158 4141 1041 8544 8544 301178 301178 269 143 126 16617 12616 1457 2544 2698 342 2356 2862 2862 34942 31877 3065 1500 647 853 2935 2711 224 RETURNED GRANT 9130 9130 641902 549114 75954 16834 324686 223932 5779 5837 858 0 331323 229769 1509 803 1509 803 X 135648 79466 194166 149500 329814 228966 331323 229769 -100848 0 X 0 0 0 X 267024 741683 580648 729818 533330 2852503 267024 741683 580648 729818 533330 2852503 841513 2010990 95 186 3694 7950 4774 16699 353 353 2869555 12428 0.70080 0.70160 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2023 AMOUNT: $ 353. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 625068 625068 118760 29690 0 0 112692 92935 132109 118760 456496 684744 28173 23234 33027 29690 114124 171186 1 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 FUNDRAISING GRANTS RECEIVED. EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 FUNDRAISING GRANTS RECEIVED. EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 1 PROGRAM ACTIVITIES. CONDUCTED RESEARCH ON METHODOLOGIES FOR ADDRESSING DIFFICULT ISSUES SUCH AS POLARIZATION AND HISTORICAL MEMORY IN THE CONTEXT OF CENTRAL AND EASTERN EUROPE. 3979 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 1 PROGRAM ACTIVITIES. CONTRACTED TO COORDINATE AND FACILITATE 6 INTERNATIONAL WORKING GROUPS FOR THE DEMOCRACY R&D NETWORK. 4399 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 1 PROGRAM ACTIVITIES. SUPPORT THE COORDINATION AND DEVELOPMENT OF A FIELD-BUILDING PROGRAM THAT INCREASES AWARENESS, DEMAND, CAPACITY, AND FUNDING FOR PUBLIC DELIBERATION. SUPPORT COLLECTIVE STRATEGY, SHARED LEARNING, AND PEER-TO-PEER SUPPORT. STRENGTHEN REGIONAL HUBS AND DIVERSIFY PERSPECTIVES, HOST DEDICATED REGIONAL MEETINGS IN AFRICA. 72370 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 1 PROGRAM ACTIVITIES. COORDINATE DELIBERATIVE CONSTITUTIONS AND CHARTERS GROUP; PREPARE DRD ANNUAL CONFERENCE; ENHANCE WEBSITE, FIELD BUILDING PROGRAM DEVELOPMENT. 45145 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 1 PROGRAM ACTIVITIES. FUNDACION IDEEMOS PROVIDED CO-COORDINATION OF THE DEMOCRACY R&D NETWORK, AN INTERNATIONAL NETWORK WITH MEMBERS IN 55 COUNTRIES. IT IS THE LARGEST GLOBAL NETWORK DEDICATED TO DELIBERATIVE DEMOCRACY AND DEMOCRATIC INNOVATION. 44317 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 1 PROGRAM ACTIVITIES. A WEBSITE DEVELOPER BASED IN BOGOTA, COLOMBIA. 1101 0 6 0 0 0 6 171311 0 171311 0 0 0 0 0 0 PART I, LINE 2: HEALTHY DEMOCRACY FUND USES A DETAILED EXPENDITURE REPORTING TO SUBSTANTIATE THE AMOUNT OF GRANTS AND THE GRANTEES ELIGIBILITY AND SELECTION CRITERIA. WE REQUIRE QUARTERLY REPORTING OF ALL EXPENDITURES AND SPOT-CHECKS OF TRANSACTION RECORDS. FORM 990, PART VI, SECTION A, LINE 4 ON FEBRUARY 22, 2025, THE BOARD OF DIRECTORS VOTED AND APPROVED TO AMEND THE ORGANIZATIONAL BYLAWS TO REFLECT CO-DIRECTORSHIP, REPLACING "EXECUTIVE DIRECTOR," WITH "CO-DIRECTORS", AND UPDATING THE DUTIES OF THE CO-DIRECTORS; THE REQUIREMENT FOR AN ANNUAL FINANCIAL ASSESSMENT WAS UPDATED SO THAT AN ANNUAL REVIEW OF FISCAL CONTROLS IS NOW REQUIRED RATHER THAN A FINANCIAL AUDIT. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM AND IS REVIEWED BY MANAGEMENT PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL POTENTIAL CONFLICTS OF INTEREST ARE DISCUSSED WITH THE FULL BOARD IN ACCORDANCE WITH BYLAWS. EACH YEAR EVERY MEMBER OF THE BOARD OF DIRECTORS OF HEALTHY DEMOCRACY FUND REVIEWS THEIR POTENTIAL CONFLICTS OF INTEREST AND THEN COMPLETES AND SIGNS THE DISCLOSURE STATEMENT. THE SIGNED COPIES ARE STORED IN THE ORGANIZATION'S POLICY AND PROCEDURES MANUAL FOR CONVENIENT ACCESS. FORM 990, PART VI, SECTION B, LINE 15 A BOARD TASK FORCE WAS ASSIGNED RESPONSIBILITY FOR THE REVIEW AND COMPENSATION OF THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PANELISTS AND PARTICIPANTS: PROGRAM SERVICE EXPENSES 15,177. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,177. MODERATORS AND FACILITATORS: PROGRAM SERVICE EXPENSES 155. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 155. CONTRACTORS AND CONSULTANTS: PROGRAM SERVICE EXPENSES 28,060. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,060. LANGUAGE SERVICES: PROGRAM SERVICE EXPENSES 257,786. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 257,786.