2026-04-15T10:03:34-05:00 2025-05-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2024-06-01 824346598 THE NEWDEAL FORUM NEWD 2026601340 700 K STREET NW WASHINGTON DC 20001 DEBRA COX BULTAN CEO & SECRETARY 2026601340 2026-04-15 1 0 ELIZABETH W HELLER P00397829 3019519090 2024 2025-03-06 01:10:19Z HELEN MILBY 700 K STREET NW WASHINGTON DC 20001 793248 0 X WWW.NEWDEALFORUM.ORG X 2018 DC SEE PART III, LINE 1. 10 9 0 0 0 0 1337561 793248 0 0 0 0 0 0 1337561 793248 0 0 0 0 309372 425436 0 20000 167660 400237 436242 709609 881678 627952 -88430 1682482 1613793 153304 173045 1529178 1440748 THE NEWDEAL FORUM IS A NON-PARTISAN, NON-PROFIT ORGANIZATION WHICH SEEKS TO IDENTIFY INNOVATIVE, FUTURE-ORIENTED STATE AND LOCAL PRO-GROWTH PROGRESSIVE POLICIES IN THE PUBLIC INTEREST TO IMPROVE THE LIVES OF ALL AMERICANS. 0 0 511832 THE FORUM IDENTIFIES AND SHARES INNOVATIVE, FUTURE-ORIENTED STATE AND LOCAL PRO-GROWTH PROGRESSIVE POLICIES IN THE PUBLIC INTEREST TO IMPROVE THE LIVES OF ALL AMERICANS. 511832 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 9 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 X DEBRA COX BULTAN 2026601340 700 K STREET NW WASHINGTON DC 20001 X DEBRA COX BULTAN CEO & SECRETARY (SEE SCH. O) 7.00 X X 0 0 0 HELEN MILBY CHAIR 1.00 X X 0 0 0 DAVID BURD TREASURER 2.00 X X 0 0 0 CLAUDE FONTHEIM DIRECTOR 1.00 X 0 0 0 TED KOUTSOUBAS DIRECTOR 1.00 X 0 0 0 ANNE ANDREW DIRECTOR 1.00 X 0 0 0 ABIGAIL SELDIN DIRECTOR 1.00 X 0 0 0 LOU PIEH DIRECTOR 1.00 X 0 0 0 MARIEL SAEZ DIRECTOR 1.00 X 0 0 0 BEN MCADAMS DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 793248 793248 793248 0 0 0 X 89131 17826 31196 40109 303579 139427 90512 73640 4863 2114 1477 1272 27863 11578 8486 7799 2073 2073 24324 24324 20000 20000 158650 132650 20000 6000 9907 9907 3892 268 3371 253 2813 2813 29767 11816 9283 8668 10400 1171 1951 7278 179026 179026 446 446 DUES AND SUBSCRIPTIONS 8678 4313 3042 1323 PAYROLL PROCESSING FEES 3492 1386 1089 1017 STAFF APPRECIATION 1312 1312 401K ADMIN FEES 882 350 275 257 580 536 44 881678 511832 202186 167660 1344807 1037507 335000 575700 2675 586 1682482 1613793 14383 26481 138921 146564 153304 173045 X 1529178 1440748 1529178 1440748 1682482 1613793 -88430 0 X 0 0 0 X 475000 244253 593257 1337561 793248 3443319 475000 244253 593257 1337561 793248 3443319 1642376 1800943 3443319 0.52300 0.47530 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 2315 0 0 2315 0 PART II-B, LINE 1: ADVOCACY REGARDING FEDERAL LEGISLATION AND COMMENTING ON A FEDERAL ACTION PLAN. 0 DUE TO NEWDEAL 146564 146564 X X X X 1 COPPER SKY 2776 S ARLINGTON MILL DRIVE 211 ARLINGTON VA 22206 FUNDRAISING CONSULTING 0 0 20000 -20000 20000 -20000 FORM 990, PART VI, SECTION A, LINE 4 THE NEWDEAL FORUM BOARD CREATED AN EXECUTIVE COMMITTEE AND AN INVESTMENT COMMITTEE, APPROVED A NEW GIFT ACCEPTANCE POLICY, AND ESTABLISHED A STANDING BOARD SEAT FOR THE CHIEF EXECUTIVE OFFICER. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY THE ORGANIZATION'S TREASURER AND CEO/SECRETARY FOR ACCURACY. ALL DIRECTORS WERE PROVIDED A COPY OF THE FORM 990 PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE NEWDEAL FORUM HAS A CONFLICT OF INTEREST POLICY AS PART OF ITS BYLAWS. EVERY DIRECTOR RECEIVES A COPY OF THE BYLAWS UPON APPOINTMENT TO THE BOARD, AND THE BOARD OF DIRECTORS REVIEWS THE BYLAWS ANNUALLY. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE LEAVES THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS DECIDE IF A CONFLICT OF INTEREST EXISTS. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE DETERMINES WHETHER THE CORPORATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE DETERMINES BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE CORPORATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION, IT MAKES ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. THE MINUTES OF THE GOVERNING BOARD AND ALL COMMITTEES WITH BOARD DELEGATED POWERS CONTAIN THE RECORDS OF PROCEEDINGS. FORM 990, PART VI, SECTION B, LINE 15A THE NEWDEAL FORUM RELIES ON AN AFFILIATED ORGANIZATION (UN-RELATED FOR TAX PURPOSES), NEWDEAL, TO DETERMINE OFFICER COMPENSATION. THE CEO'S COMPENSATION IS REVIEWED BY THE BOARD OF DIRECTORS. DOCUMENTATION OF THE DELIBERATION AND DECISION IS RECORDED. THE LAST COMPENSATION REVIEW PROCESS TOOK PLACE IN JANUARY 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL PROVIDE ALL DOCUMENTS REQUIRED TO BE MADE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OUTSIDE CONTRACTORS: PROGRAM SERVICE EXPENSES 132,650. MANAGEMENT AND GENERAL EXPENSES 20,000. FUNDRAISING EXPENSES 6,000. TOTAL EXPENSES 158,650. FORM 990, PART VII, SECTION A: THE NEWDEAL FORUM AND NEWDEAL, A 501(C)(4) ORGANIZATION NOT RELATED FOR TAX PURPOSES, HAVE A COST SHARING ARRANGEMENT WHERE THE FORUM REIMBURSES NEWDEAL FOR ITS ALLOCABLE PORTION OF SHARED EXPENSES, INCLUDING OFFICER COMPENSATION. DURING THE YEAR ENDED MAY 31, 2025, THE FORUM REIMBURSED NEWDEAL $89,131 FOR CEO TIME SPENT ON THE 501(C)(3).