2024-01-16T14:11:40-06:00 2023-02-28 872525370 CITRIN COOPERMAN ADVISORS LLC 2 BETHESDA METRO CENTER 11TH FLOOR BETHESDA MD 20814 990 2022-03-01 522196300 PARTNERSHIP FOR GLOBAL SECURITY PART 3016549000 CITRIN 2 BETHESDA METRO CTR 11 BETHESDA MD 20814 KENNETH LUONGO PRESIDENT 3016549000 2024-01-16 1 KENNETH LUONGO 999009999 1 BRIAN J GIGANTI P00646609 3016549000 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KENNETH LUONGO CITRIN 2 BETHESDA METRO CTR 11 BETHESDA MD 20814 1322796 0 X WWW.PARTNERSHIPFORGLOBALSECURITY.ORG X 1999 DC PGS IS A NON-PARTISAN 501(C)3 ORGANIZATION WORKING TO LEAD THE WORLD TO A SAFER FUTURE. 5 3 5 4 0 0 403000 445450 321000 843722 34790 11338 0 0 758790 1300510 0 0 0 0 429117 456926 0 0 0 311555 571583 740672 1028509 18118 272001 363492 464315 161224 13352 202268 450963 X THE PARTNERSHIP FOR GLOBAL SECURITY (PGS) IS A RECOGNIZED INTERNATIONAL LEADER AND INNOVATOR IN NUCLEAR AND TRANSNATIONAL SECURITY AND ENERGY POLICY. IT DEVELOPS ACTIONABLE RESPONSES TO 21ST CENTURY CHALLENGES BY ENGAGING INTERNATIONAL, PRIVATE SECTOR, AND MULTIDISCIPLINARY EXPERT PARTNERS TO DRIVE DEMONSTRABLE RESULTS. PGS CREATED THE GLOBAL NEXUS INITIATIVE (GNI), A PIONEERING EFFORT THAT DEVELOPS ACTIONABLE AND INNOVATIVE POLICY PROPOSALS AT THE INTERSECTION OF ENERGY, NUCLEAR, CLIMATE CHANGE, AND GLOBAL SECURITY ISSUES. IT COLLABORATES CLOSELY WITH CANADIAN EXPERTS. PGS BELIEVES THAT TODAY'S COMPLEX GLOBAL CHALLENGES AND POLITICAL REALITIES DEMAND A NEW LEVEL OF REAL-WORLD COLLABORATION AMONG INNOVATIVE AND NON-TRADITIONAL PARTNERS. 0 0 967467 843722 THE PARTNERSHIP FOR GLOBAL SECURITY (PGS) IS THE ORIGINAL PIONEER AND THOUGHT LEADER ON THE NEXUS OF CLIMATE CHANGE, NUCLEAR POWER, AND GLOBAL SECURITY. PGS HAS DEVELOPED SEVERAL DIMENSIONS OF ITS ACTIVITIES. THE GLOBAL NEXUS INITIATIVE (GNI) DEVELOPS ANALYSIS AND POLICY AT THE INTERSECTION OF CLIMATE CHANGE, NUCLEAR POWER, AND GLOBAL SECURITY. IT IS GUIDED BY A MULTINATIONAL, MULTI-DISCIPLINARY WORKING GROUP THAT INCLUDES REPRESENTATION FROM THE NUCLEAR INDUSTRY, ENERGY, ENVIRONMENTAL, DIPLOMATIC, LEGAL, AND GLOBAL SECURITY COMMUNITIES. THE NUCLEAR READINESS INITIATIVE (NRI) IS A PROPRIETARY, MULTIDIMENSIONAL, AND ANALYTICAL TOOL DESIGNED TO PREPARE THE WORLD FOR THE NEXT GENERATION OF NUCLEAR ENERGY AND SECURITY. ONE OF ITS CORE FUNCTIONS IS THE ASSESSMENT OF NATIONS THAT ARE BEST SUITED FOR THE POTENTIAL DEPLOYMENT OF NEXT-GENERATION REACTORS AND THE IDENTIFICATION OF THE GOVERNANCE CHALLENGES THAT MAY EXIST IN THESE COUNTRIES, AND HOW THAT IMPACTS NUCLEAR POLICY RESPONSES AND DEVELOPMENT. PGS HAS ALSO PUBLISHED NUMEROUS ARTICLES, COMMENTARIES, AND NEWSLETTERS DURING THE PERIOD OF MARCH 2022 TO FEBRUARY 2023. 967467 1 1 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 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 9 0 1 5 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 3 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 0 0 X CITRIN COOPERMAN ADVISORS LLC 3016549000 2 BETHESDA METRO CENTER 11TH FL BETHESDA MD 20814 KENNETH N LUONGO PRESIDENT 40.00 X X 292344 0 51371 BRIAN GIGANTI TREASURER 0.25 X X 0 0 0 HAZEL O'LEARY DIRECTOR 0.00 X 0 0 0 HARVEY RUBIN MD PHD DIRECTOR 0.25 X 0 0 0 J RAPHAEL DELLA RATTA DIRECTOR 0.25 X 0 0 0 292344 0 51371 1 0 1 0 DATALERE LLC 3800 BECHTEL BOULEVARD 100037 DENVER CO 80250 DATA CONSULTING SERVICES 458000 1 445450 445450 CONTRACT REVENUE 990099 843722 843722 843722 6657 6657 26967 22286 4681 4681 4681 1300510 843722 0 11338 X 343777 305515 38262 78998 70844 8154 4000 3587 413 19671 17641 2030 10480 9432 1048 45508 45508 40037 40037 1874 1874 441155 441155 20100 13049 7051 629 629 15734 15734 3273 3273 900 900 684 684 1689 1689 ALLOCATED OVERHEAD TO P 0 55934 -55934 1028509 967467 61042 0 155244 272553 1941 264 41298 39631 2349 1667 200295 186168 3663 3663 363492 464315 161224 13352 161224 13352 X -17732 230963 220000 220000 202268 450963 363492 464315 272001 -23306 0 X 0 0 0 X 598697 707163 106343 403000 445450 2260653 598697 707163 106343 403000 445450 2260653 1752253 508400 5742 12501 17017 19510 6657 61427 20663 20663 2342743 1176416 0.21700 0.20140 X FACTS AND CIRCUMSTANCES FACTS AND CIRCUMSTANCES: ALTHOUGH THE ORGANIZATION DOES NOT MEET THE SAFE HARBOR TEST FOR PUBLIC SUPPORT (THIRTY-THREE AND ONE-THIRD), IT BELIEVES THAT THE FOLLOWING FACTS AND CIRCUMSTANCES SUPPORT THE ORGANIZATION'S CONTINUANCE AS A PUBLIC CHARITY. IN SUMMARY, THE ORGANIZATION RECEIVES FUNDING FROM A VARIETY OF SOURCES INCLUDING INDIVIDUAL CONTRIBUTORS, PUBLIC CHARITIES, LARGE OPERATING FOUNDATIONS AND FEDERAL AGENCIES. NONE OF THESE FUNDING SOURCES ARE RELATED TO THE ORGANIZATION NOR DO THEY EXERCISE SIGNIFICANT INFLUENCE OVER THE ORGANIZATION'S ACTIVITIES AND OPERATIONS. THE FACTS AND CIRCUMSTANCES ALSO SHOW THAT THE ORGANIZATION HAS A CONTINUOUS AND BONA FIDE PROCESS FOR SOLICITATION OF FUNDS. FINALLY, THE FACTS AND CIRCUMSTANCES WILL DEMONSTRATE THAT OUR PROGRAMS ARE PUBLICLY AVAILABLE AND THAT OUR GOVERNING BOARD IS PUBLIC IN NATURE. AMOUNT OF SUPPORT RECEIVED FROM THE GENERAL PUBLIC, GOVERNMENTAL UNITS OR PUBLIC CHARITIES FROM ITS INCEPTION THROUGH FEBRUARY 29, 2021, THE ORGANIZATION HAS RECEIVED CONTRIBUTIONS FROM VARIOUS INDIVIDUAL AND PUBLIC CHARITIES TOTALING OVER $1,004,000. NONE OF THESE CONTRIBUTIONS WERE FROM OFFICERS, DIRECTORS, TRUSTEES OR KEY EMPLOYEES OF THE ORGANIZATION. ALTHOUGH THE BALANCE OF ITS FUNDING COMES FROM PRIVATE FOUNDATIONS, THESE FOUNDATIONS ARE NOT THE TYPICAL "FAMILY" FUNDED AND OPERATED FOUNDATIONS WHERE THE CLOSE RELATIONSHIP BETWEEN THE CONTRIBUTOR AND FOUNDATION RESULTS IN UNDUE INFLUENCE ON THE TAX-EXEMPT ORGANIZATION. RATHER, THE ORGANIZATION'S FUNDING IS FROM LARGE BUSINESSLIKE ENTITIES (SUCH AS THE MACARTHUR FOUNDATION AND OTHERS) WHO ARE MAJOR FUNDERS IN THE TAX-EXEMPT WORLD AND WHO DO NOT EXERT INFLUENCE OVER THE ORGANIZATION. THESE FOUNDATIONS DO NOT PARTICIPATE ON OUR BOARD OF DIRECTORS, NOR DO THEY PARTICIPATE IN OUR PROGRAM MANAGEMENT OR EXERT ANY OTHER SIMILAR TYPE OF INFLUENCE ON OUR ORGANIZATION OR OPERATIONS. GRANTS/FUNDING FROM THESE ORGANIZATIONS ARE AWARDED THROUGH A COMPETITIVE PROCESS BASED ON THE MERIT AND EFFECTIVENESS OF OUR PROGRAMS, THE REPUTATION THAT THE ORGANIZATION HAS DEVELOPED AND THE EFFICIENCY OF OUR OPERATIONS. CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS THE ORGANIZATION HAS A CONTINUOUS AND BONA FIDE PROGRAM FOR THE SOLICITATION OF FUNDS IN BOTH THE RESTRICTED OPERATING GRANTS AND CONTRIBUTION ARENAS. WITH RESPECT TO RESTRICTED OPERATING GRANTS, THE ORGANIZATION REGULARLY MUST APPLY FOR FUNDING THROUGH A COMPETITIVE PROCESS FROM GRANT MAKING ORGANIZATIONS. THIS PROCESS INCLUDES SUBMITTING A NARRATIVE AND COST PROPOSAL FOR THE PROGRAM, AN INTERVIEW PROCESS WITH THE RELATIVE PROGRAM OFFICERS AND ANNUAL REPORTING REQUIREMENTS ON BOTH A PROGRAMMATIC AND FINANCIAL BASIS. APPLICATIONS FOR THESE RESTRICTED OPERATING GRANTS ARE SUBMITTED PERIODICALLY, SOME ON A PROJECT BY PROJECT BASIS, WHILE OTHERS ARE SUBMITTED ONCE A YEAR OR ONCE EVERY TWO YEARS. WITH RESPECT TO CONTRIBUTIONS, THE ORGANIZATION REGULARLY SOLICITS CONTRIBUTIONS THROUGH ITS WEB-SITE. AS PROOF OF THESE EFFORTS, THE ORGANIZATION RECEIVED A MAJOR ENDOWMENT IN 2015. OTHER FACTS AND CIRCUMSTANCES A. AVAILABILITY OF PROGRAMS THE PARTNERSHIP FOR GLOBAL SECURITY (PGS) IS THE ORIGINAL PIONEER AND THOUGHT LEADER ON THE NEXUS OF CLIMATE CHANGE, NUCLEAR POWER, AND GLOBAL SECURITY. PGS HAS DEVELOPED SEVERAL DIMENSIONS OF ITS ACTIVITIES. THE GLOBAL NEXUS INITIATIVE (GNI) DEVELOPS ANALYSIS AND POLICY AT THE INTERSECTION OF CLIMATE CHANGE, NUCLEAR POWER, AND GLOBAL SECURITY. IT IS GUIDED BY A MULTINATIONAL, MULTI-DISCIPLINARY WORKING GROUP THAT INCLUDES REPRESENTATION FROM THE NUCLEAR INDUSTRY, ENERGY, ENVIRONMENTAL, DIPLOMATIC, LEGAL, AND GLOBAL SECURITY COMMUNITIES. THE NUCLEAR READINESS INITIATIVE (NRI) IS A PROPRIETARY, MULTIDIMENSIONAL, AND ANALYTICAL TOOL DESIGNED TO PREPARE THE WORLD FOR THE NEXT GENERATION OF NUCLEAR ENERGY AND SECURITY. ONE OF ITS CORE FUNCTIONS IS THE ASSESSMENT OF NATIONS THAT ARE BEST SUITED FOR THE POTENTIAL DEPLOYMENT OF NEXT-GENERATION REACTORS AND THE IDENTIFICATION OF THE GOVERNANCE CHALLENGES THAT MAY EXIST IN THESE COUNTRIES, AND HOW THAT IMPACTS NUCLEAR POLICY RESPONSES AND DEVELOPMENT. PGS HAS ALSO PUBLISHED NUMEROUS ARTICLES, COMMENTARIES, AND NEWSLETTERS DURING THE PERIOD OF MARCH 2022 TO FEBRUARY 2023 THE ORGANIZATION'S INFORMATION RESOURCES INCLUDE PUBLICATION OF ITS "NUCLEAR NEWS", A TWICE WEEKLY ELECTRONIC NEWSLETTER DIGEST OF NEWS ARTICLES AND EXTRACTS; ITS ANALYSES OF FEDERAL BUDGETS AND LEGISLATIVE ACTION FOR KEY NONPROLIFERATION PROGRAMS; SUMMARIES OF CONGRESSIONAL HEARINGS FOCUSED ON GLOBAL SECURITY, AND ITS AWARD-WINNING WEB SITE, WHICH IS REGULARLY UPDATED WITH REPORTS, NEWS ARTICLES, AND OFFICIAL DOCUMENTS RELATED TO GLOBAL SECURITY. B. HOW WE BENEFIT THE GENERAL PUBLIC THE ORGANIZATION SERVES THE INTEREST OF THE GENERAL PUBLIC BY CONSTANTLY ADDRESSING LARGE SOCIETAL ISSUES AND BRINGING PRACTICAL SOLUTIONS TO THESE ISSUES. C. BOARD OF DIRECTORS THE BOARD OF DIRECTORS INCLUDES LEADERS IN THE PUBLIC POLICY ARENA REGARDING ENERGY ARE INSTRUMENTAL IN SHAPING THE POLICIES OF THE ORGANIZATION. THE DIRECTORS INCLUDE THE FOLLOWING: KENNETH LUONGO, PRESIDENT OF THE ORGANIZATION FORMER DIRECTOR OF THE DEPARTMENT OF ENERGY'S OFFICE OF ARMS CONTROL AND NONPROLIFERATION AND SENIOR ADVISOR TO THE SECRETARY OF ENERGY HARVEY RUBIN, MD, PHD IS DIRECTOR OF THE INSTITUTE FOR STRATEGIC THREAT ANALYSIS (ISTAR) AT THE UNIVERSITY OF PENNSYLVANIA. HE IS ALSO A PROFESSOR OF MEDICINE, MICROBIOLOGY AND COMPUTER SCIENCE. RAPHAEL DELLA RATTA IS PRESIDENT OF COMMERCIAL MANAGEMENT COMPANY. HE WAS A MEMBER OF THE PARTNERSHIP FOR GLOBAL SECURITY STAFF FROM 2000-2012. IN CONCLUSION, WE BELIEVE THAT THESE FACTS AND CIRCUMSTANCES CLEARLY SHOW THAT THE PARTNERSHIP FOR GLOBAL SECURITY HAS A CONTINUOUS AND BONA FIDE PROCESS FOR THE SOLICITATION OF FUNDS. THESE FACTS AND CIRCUMSTANCES ALSO DEMONSTRATE THAT OUR PROGRAMS ARE PUBLICLY AVAILABLE AND THAT OUR GOVERNING BOARD IS PUBLIC IN NATURE. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 200295 -11989 1875 186431 272878 9589 80000 2172 200295 327715 60350 112000 3187 272878 357804 50765 14678 92000 3532 327715 307111 50693 357804 1.00000 0 0 41298 39631 1667 1667 X X 0 1 X 0 0 0 0 0 0 0 0 0 KENNETH N LUONGO PRESIDENT 292344 0 0 0 0 0 35082 0 16289 0 343715 0 0 0 PART I, LINE 1A -THE ORGANIZATION PERMITS FIRST CLASS TRAVEL ON CERTAIN OVERSEAS TRAVEL. -THE ORGANIZATION LEASES OFFICE SPACE FOR ITS PHILADELPHIA OFFICE FROM THE PRESIDENT AT $892 PER MONTH. THE RENTAL RATE IS BASED ON THE SPACE USED FOR THE ORGANIZATION'S PURPOSES AND WAS ESTABLISHED IN 1997 AND HAS NOT BEEN INCREASED SINCE THEN. PART I, LINE 3 COMPENSATION FOR THE PRESIDENT IS REVIEWED PERIODICALLY BASED ON THE ORGANIZATION'S ACCOMPLISHMENTS AND COMPENSATION DATA FROM SIMILAR ORGANIZATIONS AND POSITIONS. BETWEEN FORMAL REVIEWS, THE PRESIDENT MAY RECEIVE COST OF LIVING ADJUSTMENTS. ANY CHANGES TO COMPENSATION ARE APPROVED BY THE BOARD OF DIRECTORS. CITRIN COOPERMAN ADVISORS LLC BOARD MEMBER/OWNER OF FIRM 43537 FIRM PROVIDES ACCOUNTING SERVICES TO THE ORGANIZATION 0 FORM 990, PART VI, SECTION A, LINE 2 OF 5 BOARD MEMBERS, BRIAN J. GIGANTI AND KEN LUONGO ARE NOT INDEPENDENT VOTING MEMBER. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS HAS DELEGATED REVIEW OF FORM 990 TO THE PRESIDENT AND STAFF. FORM 990, PART VI, SECTION B, LINE 12C WITH RESPECT TO CONFLICTS OF INTEREST, THE ORGANIZATION IS A SMALL ORGANIZATION. ALL BOARD MEMBERS ARE ACTIVELY INVOLVED IN THE OPERATION OF THE ORGANIZATION. ALL MEMBERS WOULD BE AWARE OF ANY CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR THE PRESIDENT IS REVIEWED ANNUALLY BASED ON THE ORGANIZATION'S ACCOMLISHMENTS AND COMPENSATION DATA FROM SIMILAR ORGANIZATIONS. ANY CHANGES TO COMPENSATION ARE APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES FORMS 990 AND 1023 AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER FEES: PROGRAM SERVICE EXPENSES 441,155. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 441,155.