2024-08-15T08:51:33-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 227 WEST TRADE STREET SUITE 800 CHARLOTTE NC 28202 990 2023-01-01 831612600 ELECTION ADMINISTRATION RESOURCE CENTER ELEC 2525210327 3630 BRELL DRIVE KINSTON NC 28504 CHARLES CHUCK WINFREE CHAIRMAN, BOARD OF DIRECTORS 2525210327 2024-08-12 1 1 JOHN NORMAN P01506766 7049985200 2024-08-12 2023 2024-08-08 14:25:15Z RANKED CHOICE VOTING RESOURCE CENTER ROSEMARY F BLIZZARD 3630 BRELL DRIVE KINSTON NC 28504 1936077 0 X WWW.RCVRESOURCES.ORG X 2018 NC OUR MISSION IS TO MAKE RANKED CHOICE VOTING (RCV) ELECTIONS SUCCESSFUL. 6 6 17 0 0 0 1761219 1163804 0 0 2408 20291 -969 1982 1762658 1186077 0 0 0 0 798221 737781 0 0 61257 251864 311097 1050085 1048878 712573 137199 2003950 2084748 66928 10527 1937022 2074221 X OUR MISSION IS TO MAKE RANKED CHOICE VOTING (RCV) ELECTIONS SUCCESSFUL. 0 0 428213 0 0 EARC DBA RANKED CHOICE VOTING RESOURCE CENTER (RCVRC) IS THE NATION'S ONLY ORGANIZATION DEDICATED SOLELY TO PROMOTING AND SUPPORTING THE ADMINISTRATION OF RANKED CHOICE VOTING (RCV). BECAUSE ELECTION OFFICES ARE OFTEN UNDERSTAFFED AND UNDERFUNDED, WE PROVIDE OUR EDUCATIONAL SERVICES AND TOOLS FOR FREE OR AT A NOMINAL FEE BASED ON STATE AND LOCAL POLICIES. RCV WAS USED IN 24 CITIES ACROSS 10 STATES TO ELECT LOCAL OFFICIALS IN 2023. RCVRC STAFF SUPPORTED ELECTION STAFF IN MANY OF THESE JURISDICTIONS, PROVIDING EXPERT ADVICE ON IMPLEMENTING ORDINANCES AND REGULATION, PRESENTATIONS, CONSULTATIONS, TRAINING STAFF ON RCV AND RCTAB, AND ADVISING ON RCV IMPLEMENTATION BEST PRACTICES.(CONTINUED ON SCHEDULE O)* STATES IMPACTED (22): ALASKA, ARIZONA, CALIFORNIA, COLORADO, CONNECTICUT, GEORGIA, ILLINOIS, MAINE, MARYLAND, MASSACHUSETTS, MINNESOTA, MISSOURI, MONTANA, NEW YORK, OHIO, OREGON, PENNSYLVANIA, UTAH, VERMONT, VIRGINIA, WASHINGTON, & WISCONSIN* CITIES IMPACTED (4): NEW YORK CITY (NY), PORTLAND (OR), ARLINGTON (VA), & BURLINGTON (VT)RESOURCES RELEASED IN 2023:* FOUR SHORT EDUCATIONAL VIDEOS COVERING VARIOUS ASPECTS OF RCV, FROM WHAT IT IS TO HOW TO MARK A BALLOT, WITH A TOTAL OF JUST OVER 2,100 VIEWS SO FAR.* RCV MAPS, OUR MAJOR RESEARCH PROJECT, PROVIDES USERS WITH A STARTING POINT FOR UNDERSTANDING WHAT WILL BE NEEDED FOR ANY JURISDICTION ACROSS THE U.S. TO IMPLEMENT RCV. A NEW VERSION OF RCV MAPS WAS LAUNCHED IN 2023. FUN FACT: 85% OF VOTERS IN THE U.S. LIVE IN AN RCV-CAPABLE JURISDICTION.* RCVRC, REPRESENTUS, AND DEMOCRACY RISING PARTNERED TOGETHER TO CREATE A NEW RESOURCE GUIDE TO HELP ADVOCATES SMOOTH THE PATH TO A SUCCESSFUL FIRST ELECTION. THIS GUIDE, PROTECT THE WIN, IS A GREAT RESOURCE DESIGNED FOR RCV ADVOCATES TO INFORM THEM ABOUT THE NEXT STEPS AFTER THEY GET RCV PASSED IN THEIR JURISDICTION. THE PROTECT THE WIN SYMPOSIUM WAS ATTENDED BY OVER 100 PEOPLE, BOTH IN PERSON AND VIRTUALLY.* OUR PODCAST, RCV CLIPS, COVERS RCV ELECTION ADMINISTRATION TOPICS RANGING FROM DRAFTING LEGISLATION TO ELECTION CERTIFICATION TO BEST PRACTICES LEARNED FROM RUNNING RCV ELECTIONS. RCV CLIPS HAS LIFETIME PODCAST DOWNLOADS OF 10,276 OVER 6 YEARS, WITH A 28% INCREASE FROM 2022. EPISODES WERE RELEASED MONTHLY, AND GUESTS WERE LOCATED ACROSS THE COUNTRY FROM ALASKA TO WASHINGTON, DC. 345020 0 0 EARC PROVIDES ONE OF THE MOST IMPORTANT RESOURCES AVAILABLE IN THE ELECTION WORLD, RCTAB. RCTAB IS A FREE, OPEN-SOURCE TABULATION SOFTWARE THAT USES BALLOT DATA FROM VOTING SYSTEMS TO RUN THE ROUND-BY-ROUND COUNT. OVER THE PAST SEVERAL YEARS, OUR VOLUNTEER DEVELOPERS HAVE HELPED US TO CREATE SOFTWARE THAT IS USER-FRIENDLY, SECURE, AND BREAKS DOWN BARRIERS TO IMPLEMENTATION.* RCTAB HAS BEEN APPROVED OR CERTIFIED FOR USE AS STANDALONE SOFTWARE IN FOUR STATES: MAINE, NEW YORK, UTAH, & VIRGINIA.(CONTINUED ON SCHEDULE O)* RCTAB HAS BEEN APPROVED OR CERTIFIED FOR USE AS PART OF A WHOLE VOTING SYSTEM IN CALIFORNIA (HART VERITY 2.4) AND IS UNDER TESTING WITH THE U.S. ELECTION ASSISTANCE COMMISSION (EAC) AND FOR OREGON CERTIFICATION AS A PART OF CLEAR BALLOT'S CLEARVOTE 2.5.* RCTAB WAS USED IN 9 ELECTIONS IN JURISDICTIONS REPRESENTING 4.5 MILLION REGISTERED VOTERS.* OVER 1.2 MILLION VOTES HAVE BEEN TABULATED OVER THE LIFE OF RCTAB, WITH 160,000 BEING TABULATED IN 2023.* VERSION 2.0 IS CURRENTLY IN THE FINAL PHASE OF PREPARATION AND TESTING. RCVRC IS WORKING WITH SEVERAL VOTING SYSTEM VENDORS REGARDING RCTAB INTEGRATION.* RCTAB WAS CHOSEN (OUT OF OVER 60 APPLICANTS) FOR THE NETROOTS NEW TOOL SHOWCASE IN JULY 2023. 773233 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 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 6 0 17 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 NC X X X X ROSEMARY F BLIZZARD 2525210327 3630 BRELL DRIVE KINSTON NC 28504 CHARLES WINFREE CHAIRMAN 1.00 X 0 0 0 REBECCA CHAVEZ-HOUCK VICE CHAIR 1.00 X 0 0 0 JONATHAN MOLDOVER SECRETARY 1.00 X 0 0 0 ROBERT MONTJOY TREASURER (RETIRED OCT '23) 1.00 X 0 0 0 SCOTT KONOPASEK TREASURER 1.00 X 0 0 0 GUY CAMMILLERI MEMBER 1.00 X 0 0 0 AMELIA POWERS-GARDNER MEMBER 1.00 X 0 0 0 ROSEMARY F BLIZZARD EXECUTIVE DIRECTOR 40.00 X 138667 0 4160 CHRISTOPHER HUGHES SR. DIRECTOR OF POLICY & LEGAL COUNSEL 40.00 X 108470 0 3254 KELLY G SECHRIST SR. DIRECTOR OF ADVANCEMENT 40.00 X 104508 0 3135 351645 0 10549 3 0 0 0 0 40010 1123794 750000 1163804 16531 16531 753760 750000 3760 3760 3760 TRUIST CC REWARDS 900099 1982 1982 1982 1186077 1982 0 20291 229003 180912 36640 11451 439983 348426 69924 21633 17611 13282 3499 830 51184 43598 4861 2725 989 989 25617 25617 69534 58034 11500 14471 9295 3887 1289 6511 5582 697 232 102782 59807 37689 5286 28661 24631 250 3780 5178 5178 DUES & SUBSCRIPTIONS 30895 21570 2608 6717 PRINTING 7619 4322 3297 CHARITABLE REGISTRATION 5021 2668 2353 POSTAGE & SHIPPING 4476 2679 736 1061 9343 1095 7645 603 1048878 773233 214388 61257 1337284 616812 634603 833333 666666 0 2003950 2084748 66928 10527 66928 10527 X 1868806 1992878 68216 81343 1937022 2074221 2003950 2084748 137199 0 X 0 1 X 1 0 X 850100 708316 1244215 1761219 1163804 5727654 850100 708316 1244215 1761219 1163804 5727654 4636767 1090887 16531 16531 5744185 0.18990 0.25270 X THE ORGANIZATION, DESPITE FALLING BELOW, THE 33 1/3% PUBLIC SUPPORT TEST, BELIEVES IT MEETS THE 10%-FACTS-AND-CIRCUMSTANCES TEST FOR THE FOLLOWING REASONS: 1. THE ORGANIZATION, DESPITE COVID-19, IS SHOWING AN UPWARD TREND IN THE AMOUNT AND NUMBER OF CONTRIBUTIONS IT IS RECEIVING YEAR OVER YEAR DURING THE MOST RECENT FIVE-YEAR PERIOD.2. THE PRIOR YEAR'S PUBLIC SUPPORT PERCENTAGE INCLUDED THE ORGANIZATION'S FIRST TAX YEAR, 2018. IN 2018, THE ORGANIZATION WAS INACTIVE AND DID NOT GENERATE ANY CONTRIBUTION REVENUE, RESULTING IN A LOWER PUBLIC SUPPORT PERCENTAGE DUE TO HAVING NO CONTRIBUTION REVENUE IN THE FIRST YEAR OF THOSE FIVE YEARS.3. THE PRIOR YEAR'S PUBLIC SUPPORT PERCENTAGE ALSO DOES NOT INCLUDE EXCESS CONTRIBUTION CALCULATIONS FROM 2020 RESULTING IN A HIGHER THAN ACTUAL PERCENTAGE MET OF THE PUBLIC SUPPORT TEST. CALCULATED CORRECTLY, THE PRIOR YEAR'S EXCESS CONTRIBUTION CALCULATES TO APPROXIMATELY 15.48%. THE CURRENT YEAR PERCENTAGE SHOWN DOES INCLUDE ALL RELEVANT YEARS AND THE ORGANIZATION BELIEVES THE REPORTED CURRENT YEAR'S PERCENTAGE IS ACCURATE AND DOES MEET THE 10% FACT-AND-CIRCUMSTANCES TEST.4. THE ORGANIZATION'S BOARD OF DIRECTORS IS COMPRISED OF INDEPENDENT BOARD MEMBERS THAT REPRESENT A BROAD SPECTRUM OF THE COMMUNITY. BOARD MEMBERS ARE HIGHLY ENGAGED IN THE CHARITABLE PURPOSES OF THE ORGANIZATION.5. CURRENTLY, THE BOARD OF DIRECTORS IS WORKING TO BROADEN ITS SUPPORT FROM ADDITIONAL SOURCES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 1186077 0 1186077 0 1186077 1048878 0 1048878 0 1048878 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS NOT A PRIVATE FOUNDATION. ACCORDINGLY, NO INCOME TAXES HAVE BEEN PROVIDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. MANAGEMENT HAS EVALUATED THE EFFECT OF THE GUIDANCE PROVIDED BY GAAP ON ACCOUNTING FOR THE UNCERTAINTY OF INCOME TAXES. MANAGEMENT BELIEVES THE ORGANIZATION CONTINUES TO SATISFY THE REQUIREMENTS OF A TAX-EXEMPT ENTITY AT DECEMBER 31, 2023. MANAGEMENT HAS EVALUATED ALL OTHER TAX POSITIONS THAT COULD HAVE A SIGNIFICANT EFFECT ON THE FINANCIAL STATEMENTS AND DETERMINED THE ORGANIZATION HAD NO UNCERTAIN INCOME TAX POSITIONS AT DECEMBER 31, 2023 AND 2022. X 1 750000 FMV 0 1 0 FORM 990 PART I LINE 11 IN 2022, THE ORGANIZATION HOSTED A FUNDRAISING EVENT IN SALT LAKE CITY, UTAH. THE EVENT WAS THE FIRST OF ITS KIND FOR THE ORGANIZATION. AFTER ALL EXPENSES HAD BEEN COVERED, THE NET RESULT WAS A LOSS. THE BOARD AND STAFF ARE ACTIVELY EVALUATING HOW FUTURE EVENTS ARE STRUCTURED TO ENSURE COSTS ARE ADEQUATELY COVERED AS MUCH AS POSSIBLE WITH EVENT REVENUE. FORM 990, PART VI, SECTION A, LINE 8B THE BOARD DOES NOT CURRENTLY USE COMMITTEES. BOARD GROWTH CURRENTLY UNDERWAY SHOULD ALLOW FOR THE CREATION OF COMMITTEES IN THE FUTURE. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S POLICY FOR REVIEWING FORM 990 INCLUDES AN INITIAL INTERNAL DISCUSSION AMONG MEMBERS OF THE BOARD OF DIRECTORS. A COPY OF THE FORM 990 DRAFT IS MADE AVAILABLE TO THE EXECUTIVE DIRECTOR, THE FINANCE DEPARTMENT, AND ALL BOARD MEMBERS FOR THE PURPOSE OF REVIEW AND SOLICITATION OF ANY COMMENTS. THE ORGANIZATION ALSO USES AN OUTSIDE CONSULTANT TO REVIEW THE FORM 990. SEVERAL ROUNDS OF REVIEW ARE CONDUCTED, AND ANY EXTERNAL FOLLOW-UPS ARE MADE DIRECTLY WITH THE OUTSIDE PUBLIC ACCOUNTING FIRM THAT PREPARES FORM 990. FORM 990, PART VI, SECTION B, LINE 12C COPIES OF THE ADOPTED CONFLICT OF INTEREST POLICIES ARE DISTRIBUTED FOR SIGNATURES TO ALL BOARD MEMBERS AND STAFF ANNUALLY. THE EXECUTIVE DIRECTOR MAINTAINS SIGNED COPIES. OFFICERS AND DIRECTORS ARE REQUIRED TO FULLY DISCLOSE ANY POTENTIAL CONFLICTS OF INTERESTS TO THE BOARD OF DIRECTORS. ALL TRANSACTIONS WITH POTENTIAL CONFLICTS MUST BE APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS APPROVES THE SALARY OF THE EXECUTIVE DIRECTOR ON AN ANNUAL BASIS. THE CURRENT SALARY IS COMPARED TO THE MARKET AND TO THAT OF OTHER SIMILAR ORGANIZATIONS BOTH IN SIZE AND SCOPE. SALARY REVIEWS ARE DOCUMENTED IN THE MINUTES OF THE ORGANIZATION. THE BOARD OF DIRECTORS APPROVES THE SALARY OF ALL EMPLOYEES ON AN ANNUAL BASIS DURING THE BUDGETING PROCESS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC VIA ITS WEBSITE, WWW.RCVRESOURCES.ORG. YOU MAY ALSO FIND OUR FINANCIALS AND OTHER INFORMATION ABOUT THE ELECTION ADMINISTRATION RESOURCE CENTER DBA RANKED CHOICE VOTING RESOURCE CENTER VIA OUR PROFILES ON BOTH GUIDESTAR AND CHARITY NAVIGATOR. WE ARE HAPPY TO PROVIDE A COPY OF THE FINANCIALS UPON REQUEST, AND WE INVITE YOU TO REACH OUT TO STAFF WITH ANY QUESTIONS OR REQUESTS OR MEET US AT ANY OF THE NUMEROUS STATE AND LOCAL CONFERENCES WE ATTEND EACH YEAR.