2024-11-12T08:19:16-06:00 2023-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2023-01-01 861686219 STATES UNITED ACTION STAT 2029999305 1101 17TH STREET 250 WASHINGTON DC 20036 JOANNA LYDGATE PRESIDENT 2029999305 2024-11-12 1 0 RICHARD J LOCASTRO CPA P00288314 3019519090 2023 2024-10-15 13:58:12Z JOANNA LYDGATE 1101 17TH STREET 250 WASHINGTON DC 20036 3742356 0 X STATESUNITEDDEMOCRACY.ORG/STATES-UNITED-ACTION X 2021 DE SEE PART III, LINE 1. 6 5 63 5 0 0 1175000 3700000 0 15400 0 26956 0 0 1175000 3742356 706085 7500 0 0 1149695 1690370 0 0 71370 2157067 1599601 4012847 3297471 -2837847 444885 2718207 3161846 538361 537115 2179846 2624731 X STATES UNITED ACTION IS A NONPARTISAN SECTION 501(C)(4) NONPROFIT ORGANIZATION WITH A MISSION TO PROTECT OUR ELECTIONS AND OUR DEMOCRACY. (CONTINUED ON SCHEDULE O)STATES UNITED ACTION ADVANCES ELECTION PROTECTION, HOLDS DEMOCRACY VIOLATORS ACCOUNTABLE, PREVENTS POLITICAL VIOLENCE AND ADVANCES TRUTH ABOUT ELECTIONS THROUGH RESEARCH, DATA AND COMMUNICATIONS. 0 0 2281273 7500 15400 STATES UNITED ACTION ADVANCES POLICIES THAT PROTECT ELECTION INTEGRITY, HOLD DEMOCRACY VIOLATORS ACCOUNTABLE, PREVENT POLITICAL VIOLENCE,AND PROMOTE TRUTH IN ELECTIONS. STATES UNITED ACTION HAS TRACKED EFFORTS TO UNDERMINE DEMOCRACY, DEVELOPED RESOURCES ON ELECTION DENIERS RUNNING FOR OFFICE, AND PROVIDED MESSAGING TO COUNTER DISINFORMATION. 2281273 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 13 0 1 63 1 0 0 0 0 1 1 0 0 0 0 0 0 0 X 6 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI X JOANNA LYDGATE 2029999305 1101 17TH STREET 250 WASHINGTON DC 20036 JOANNA LYDGATE DIRECTOR & PRESIDENT 15.00 25.00 X X 382382 0 47116 CHRISTINE TODD WHITMAN DIRECTOR & CO-CHAIR 1.00 1.00 X X 0 0 0 NORM EISEN DIRECTOR & CO-CHAIR 5.00 15.00 X X 0 0 0 NATALIE LUDAWAY BOARD MEMBER 1.00 0.00 X 0 0 0 ERIKA SOTO LAMB BOARD MEMBER 1.00 0.00 X 0 0 0 NORM ORNSTEIN BOARD MEMBER 1.00 0.00 X 0 0 0 JENN FOGEL-BUBLICK CHIEF OPERATING OFFICER 15.00 25.00 X 282532 0 11918 CHRISTINE SUN LEGAL DIRECTOR 10.00 30.00 X 246932 0 31729 THANIA SANCHEZ RESEARCH DIRECTOR 10.00 30.00 X 215227 0 47021 GILLIAN FEINER SENIOR COUNSEL 10.00 30.00 X 211443 0 37976 ELIZABETH ULMER SVP, COMMUNICATIONS 10.00 30.00 X 224448 0 24327 DAX GOLDSTEIN SENIOR COUNSEL 10.00 30.00 X 213245 0 29227 1776209 0 229314 25 0 1 0 GMMB 3050 WATER ST WASHINGTON DC 20007 AD/MEDIA CONSULTING 250000 DATA PROCESSING SOLUTIONS INC 9160 RED BRANVH RD COLUMBIA MD 21045 IT SERVICES 154149 HARRISON CLARK LLC 422 RIVER BEND RD GREAT FALLS VA 22066 POLICY & PROGRAM SERVICES 121309 YOUGOV AMERICA INC 999 MAIN ST REDWOOD CITY CA 94063 POLLING SERVICES 112720 VICTORIA BASSETTI 495 HENRY ST BROOKLYN NY 11231 LEGAL SERVICES 108000 6 3700000 3700000 PROGRAM REVENUE 900099 15400 15400 15400 26956 26956 3742356 15400 0 26956 X 7500 7500 203617 114163 35292 54162 1199737 776249 421073 2415 34363 24244 9803 316 159119 103317 51191 4611 93534 59627 30304 3603 242543 242543 124782 23301 101241 240 668469 654721 13386 362 6006 729 5277 117205 47843 68106 1256 77867 64274 12021 1572 39661 25430 12560 1671 234964 100111 133888 965 26590 3263 23311 16 21212 9356 11808 48 BOOKS, SUBS, REF. 29802 15457 14215 130 LICENSES & FEES 10500 9145 1352 3 3297471 2281273 944828 71370 900038 90729 1582167 615400 18735 50079 1799434 823471 2718207 3161846 538361 537115 538361 537115 X 2179846 2024731 600000 2179846 2624731 2718207 3161846 444885 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE FROM RELATED PARTY 802088 DEPOSITS 21383 823471 3742356 0 3742356 0 3742356 3297471 0 3297471 0 3297471 1 BIPARTISAN POLICY CENTER 1225 EYE STREET NW SUITE 1000 WASHINGTON DC 20005 731628382 501(C)(3) 7500 0 FMV CONFERENCE 1 0 PART I, LINE 2: THE ORGANIZATION WORKS CLOSELY WITH ITS GRANTEES, SEES THE WORK PRODUCT AND AND WORKS WITH GRANTEES TO ENSURE THE WORK IS BEING DONE. IF REQUIRED, WE CAN REQUEST GRANT REPORTS. X 0 0 0 0 0 0 0 1 0 JOANNA LYDGATE DIRECTOR & PRESIDENT 382382 0 0 0 0 0 15245 0 31871 0 429498 0 0 0 JENN FOGEL-BUBLICK CHIEF OPERATING OFFICER 282532 0 0 0 0 0 11312 0 606 0 294450 0 0 0 CHRISTINE SUN LEGAL DIRECTOR 246932 0 0 0 0 0 7369 0 24360 0 278661 0 0 0 THANIA SANCHEZ RESEARCH DIRECTOR 215227 0 0 0 0 0 8723 0 38298 0 262248 0 0 0 GILLIAN FEINER SENIOR COUNSEL 211443 0 0 0 0 0 5870 0 32106 0 249419 0 0 0 ELIZABETH ULMER SVP, COMMUNICATIONS 224448 0 0 0 0 0 9108 0 15219 0 248775 0 0 0 DAX GOLDSTEIN SENIOR COUNSEL 213245 0 0 0 0 0 8230 0 20997 0 242472 0 0 0 PART I, LINE 7 THE ORGANIZATION PAID BONUSES AS REPORTED ON PART II, COLUMN (II). FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS. IT WAS THEN REVIEWED BY THE PRESIDENT AND TREASURER AND DISTRIBUTED TO THE ENTIRE BOARD BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C IT IS STATES UNITED ACTION'S POLICY THAT ALL EMPLOYEES AVOID ANY CONFLICT BETWEEN THEIR PERSONAL INTERESTS AND THOSE OF STATES UNITED. THE FUNDAMENTAL PRINCIPLE GUIDING THIS POLICY IS THAT NO EMPLOYEE SHOULD HAVE, OR APPEAR TO HAVE, PERSONAL INTERESTS OR RELATIONSHIPS THAT ACTUALLY OR POTENTIALLY CONFLICT WITH THE BEST INTERESTS OF STATES UNITED. AS A CONDITION OF EMPLOYMENT, ALL EMPLOYEES ARE REQUIRED TO REVIEW, SIGN, AND ABIDE BY THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. BOARD MEMBERS MUST DISCLOSE CONFLICTS OF INTEREST ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS APPROVES THE PRESIDENT'S SALARY USING COMPARABLE DATA OF SIMILAR ORGANIZATIONS AND MARKET CONDITIONS. BOARD DECISIONS ARE DOCUMENTED THROUGH MINUTES AND CORRESPONDENCE. THE LAST COMPENSATION REVIEW DATE TOOK PLACE IN THE APRIL 2023. THE COMPENSATION OF OTHER OFFICERS AND/OR KEY EMPLOYEES OF THE ORGANIZATION IS SUBJECT TO A REVIEW AND APPROVAL BY THE BOARD. THE ORGANIZATION SHARES PAYROLL EXPENSE, INCLUDING OFFICER PAYROLL, UNDER A COST-SHARING AGREEMENT WITH A RELATED ORGANIZATION, STATES UNITED DEMOCRACY CENTER, INC. AMOUNTS REPORTED ON PART IX REFLECT THE SALARY ALLOCATED TO STATES UNITED ACTION FOR THE YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G POLICY & PROGRAMS: PROGRAM SERVICE EXPENSES 238,203. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 238,203. COMMUNICATIONS: PROGRAM SERVICE EXPENSES 347,480. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 347,480. CONSULTANTS: PROGRAM SERVICE EXPENSES 62,291. MANAGEMENT AND GENERAL EXPENSES 1,764. FUNDRAISING EXPENSES 265. TOTAL EXPENSES 64,320. HR: PROGRAM SERVICE EXPENSES 6,747. MANAGEMENT AND GENERAL EXPENSES 11,622. FUNDRAISING EXPENSES 97. TOTAL EXPENSES 18,466. STATES UNITED DEMOCRACY CENTER INC 1101 17TH STREET SUITE 250 WASHINGTON DC 20036 861704152 NONPARTISAN ORGANIZAITON ADVANCING FREE, FAIR, & SECURE ELECTIONS DC 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 STATES UNITED DEMOCRACY CENTER N 506381 COST SHARING AGRMT STATES UNITED DEMOCRACY CENTER O 6772963 COST SHARING AGRMT STATES UNITED DEMOCRACY CENTER Q 8255307 ACTUAL AMOUNT