2024-11-13T14:09:17-06:00 2023-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2023-01-01 473739141 ACTBLUE CHARITIES INC ACTB 6175177600 ONE BOSTON PLACE 2603 BOSTON MA 02108 REGINA WALLACE-JONES PRESIDENT & CEO 6175177600 2024-11-13 1 0 RICHARD J LOCASTRO CPA P00288314 3019519090 2023 2024-10-15 13:58:12Z X REGINA WALLACE-JONES ONE BOSTON PLACE 2603 BOSTON MA 02108 1665834 0 X HTTPS://SECURE.ACTBLUE.COM/ABCHARITIES X 2015 MA SEE PART III, LINE 1. 5 4 0 0 0 0 2109242 1381666 78494370 0 0 284168 0 0 80603612 1665834 86000 0 0 0 694623 559888 0 0 0 79024612 170958 79805235 730846 798377 934988 11605594 13179722 0 6493409 11605594 6686313 ACTBLUE CHARITIES' MISSION IS TO DEMOCRATIZE CHARITABLE GIVING BY FACILITATING GRASSROOTS ONLINE FUNDRAISING TO ELIGIBLE 501(C)(3) CHARITABLE ORGANIZATIONS. 0 0 554291 DEVELOPED ONLINE FUNDRAISING TOOLS AND METHODS, TRAINED AND EDUCATED CHARITABLE ORGANIZATIONS, AND ACCEPTED PASSED-THROUGH CONTRIBUTIONS ONLINE FOR CHARITABLE ORGANIZATIONS FROM SMALL DOLLAR, GRASSROOTS SUPPORTERS. 554291 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 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 GEORGE GILMER 6175177600 ONE BOSTON PLACE 2603 BOSTON MA 02108 REGINA WALLACE-JONES PRESIDENT & CEO (FROM 1/2023) 2.00 38.00 X X 0 467077 43288 MATT DEBERGALIS PRESIDENT/TREASURER 0.16 0.84 X X 0 24000 0 BENJAMIN RAHN DIRECTOR 0.16 0.84 X 0 12000 0 MATT ROGERS DIRECTOR 0.16 0.00 X 0 0 0 ADRIAN ARROYO DIRECTOR 0.16 0.00 X 0 0 0 GEORGE GILMER CHIEF FINANCIAL OFFICER 2.00 38.00 X 0 330000 45452 NICHOLE PAULDING SECRETARY (UNTIL 4/2023) 0.00 40.00 X 0 205166 12095 WILLIAM KIRTLEY DISTINGUISHED ENGINEER 0.00 40.00 X 0 359954 48022 ERIN HILL EXECUTIVE DIRECTOR (UNTIL 2/2023) 0.00 40.00 X 0 383326 4459 ANDREA ALEXANDER CHIEF OF STAFF 0.00 40.00 X 0 330499 48911 DARRIN HURWITZ GENERAL COUNSEL (FROM 4/2023) 2.00 38.00 X 0 334375 31524 KRISTEN JOHANSEN VP PRODUCT 0.00 40.00 X 0 310385 38006 JASON WONG VP ENGINEERING 0.00 40.00 X 0 316628 30087 HANNAH BROWN VP COMMS & MARKETING 0.10 39.90 X 0 257480 33396 ALYSSA TWOMEY VP OF CUSTOMER SERVICE 0.03 39.97 X 0 238275 42322 STEVEN GOLD GENERAL COUNSEL (UNTIL 2/2023) 0.15 39.85 X 0 248458 9024 GERALDINE PRADO CHIEF IMPACT OFFICER (UNTIL 1/2023) 0.00 40.00 X 0 242144 3938 SALLY MILLER VP OF OUTREACH (UNTIL 9/2023) 1.72 38.28 X 0 171731 18048 RAJENDRA UMADAS DIR. OF ENGINEERING, SECURITY 0.00 40.00 X 0 267000 46155 DEWEY SASSER OPS CLOUD ARCHITECT 0.00 40.00 X 0 266740 35391 MARIAM KHAN VP USER EXPERIENCE (UNTIL 10/2023) 0.00 40.00 X 0 285870 11682 YAN CHEUNG DIRECTOR FINANCIAL P&A 0.73 39.27 X 0 253654 25568 DARIAN PATRICK PRINCIPAL SEC ENGINEER 0.00 40.00 X 0 238404 34729 0 5543166 562097 0 0 1 0 0 1381666 1381666 284168 284168 1665834 0 0 284168 10117 9533 584 404417 381054 23363 41325 38938 2387 65550 61818 3732 38479 36465 2014 20226 20226 24783 24783 2556 2556 6979 6979 71149 1492 69657 14447 14447 23738 23738 1253 1253 2058 2058 OTHER EXPENSES 3769 3769 730846 554291 176555 0 11605594 13179722 11605594 13179722 6429162 0 64247 0 6493409 X 11605594 6686313 11605594 6686313 11605594 13179722 934988 -5854269 0 X X 0 1 X 1 0 X 597618 7035665 2189361 2109242 1381666 13313552 597618 7035665 2189361 2109242 1381666 13313552 13313552 284168 284168 13597720 0.97910 1.00000 X 0 1 X 0 DUE TO RELATED PARTIES 64247 64247 1665834 0 1665834 0 1665834 730846 0 730846 0 730846 PART IV, LINE 2B: ACTBLUE CHARITIES RECEIVES AND DISTRIBUTES ASSETS UNDER AN AGENCY ARRANGEMENT WHERE ACTBLUE CHARITIES ADMINISTERS FUNDS FOR OTHERS, AS SPECIFIED BY THE DONOR. SUCH FUNDS ARE NOT RECOGNIZED AS REVENUE OR EXPENSE BY ACTBLUE CHARITIES AND ARE REFLECTED AS A LIABILITY ON THE STATEMENT OF FINANCIAL POSITION. 1 0 0 0 0 0 0 0 0 REGINA WALLACE-JONES PRESIDENT & CEO (FROM 1/2023) 0 423077 0 44000 0 0 0 18158 0 25130 0 510365 0 0 WILLIAM KIRTLEY DISTINGUISHED ENGINEER 0 359954 0 0 0 0 0 19800 0 28222 0 407976 0 0 ERIN HILL EXECUTIVE DIRECTOR (UNTIL 2/2023) 0 0 0 0 0 383326 0 2529 0 1930 0 387785 0 0 ANDREA ALEXANDER CHIEF OF STAFF 0 309907 0 20592 0 0 0 18384 0 30527 0 379410 0 0 GEORGE GILMER CHIEF FINANCIAL OFFICER 0 330000 0 0 0 0 0 19800 0 25652 0 375452 0 0 DARRIN HURWITZ GENERAL COUNSEL (FROM 4/2023) 0 239375 0 95000 0 0 0 12806 0 18718 0 365899 0 0 KRISTEN JOHANSEN VP PRODUCT 0 310385 0 0 0 0 0 18623 0 19383 0 348391 0 0 JASON WONG VP ENGINEERING 0 316628 0 0 0 0 0 9822 0 20265 0 346715 0 0 RAJENDRA UMADAS DIR. OF ENGINEERING, SECURITY 0 267000 0 0 0 0 0 16020 0 30135 0 313155 0 0 DEWEY SASSER OPS CLOUD ARCHITECT 0 266740 0 0 0 0 0 16004 0 19387 0 302131 0 0 MARIAM KHAN VP USER EXPERIENCE (UNTIL 10/2023) 0 219682 0 0 0 66188 0 11119 0 563 0 297552 0 0 HANNAH BROWN VP COMMS & MARKETING 0 257480 0 0 0 0 0 10969 0 22427 0 290876 0 0 ALYSSA TWOMEY VP OF CUSTOMER SERVICE 0 238275 0 0 0 0 0 13702 0 28620 0 280597 0 0 YAN CHEUNG DIRECTOR FINANCIAL P&A 0 253654 0 0 0 0 0 15219 0 10349 0 279222 0 0 DARIAN PATRICK PRINCIPAL SEC ENGINEER 0 238404 0 0 0 0 0 14304 0 20425 0 273133 0 0 STEVEN GOLD GENERAL COUNSEL (UNTIL 2/2023) 0 0 0 0 0 248458 0 3727 0 5297 0 257482 0 0 GERALDINE PRADO CHIEF IMPACT OFFICER (UNTIL 1/2023) 0 0 0 0 0 242144 0 2008 0 1930 0 246082 0 0 NICHOLE PAULDING SECRETARY (UNTIL 4/2023) 0 70559 0 0 0 134607 0 3695 0 8400 0 217261 0 0 SALLY MILLER VP OF OUTREACH (UNTIL 9/2023) 0 171731 0 0 0 0 0 10304 0 7744 0 189779 0 0 PART I, LINE 3 COMPENSATION IS ISSUED BY RELATED ORGANIZATIONS, ACTBLUE TECHNICAL SERVICES, INC. AND ACTBLUE, WHICH USE THE FOLLOWING METHODS TO ESTABLISH COMPENSATION: - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE PART I, LINE 4A THE FOLLOWING EMPLOYEES RECEIVED SEVERANCE DURING THE YEAR: MARIAM KHAN $66,168 ERIN HILL $383,326 STEVEN GOLD $248,458 GERALDINE PRADO $242,144 NICOLE PAULDING $134,607 FORM 990, PART V, LINE 1A: THE ORGANIZATION SHARES STAFF AND CERTAIN OTHER EXPENSES WITH ACTBLUE CIVICS, A RELATED ORGANIZATION, PURSUANT TO A WRITTEN COST-SHARING AGREEMENT. UNDER THE AGREEMENT, SHARED EMPLOYEES MAY CONDUCT ACTIVITIES ON BEHALF OF THE ORGANIZATION, AND THE ORGANIZATION PROMPTLY REIMBURSES ACTBLUE CIVICS FOR ALL ASSOCIATED EXPENSES, INCLUDING THE ALLOCABLE SHARE OF EMPLOYMENT TAXES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY SENIOR MANAGEMENT. IT WAS THEN SUBMITTED TO THE BOARD OF DIRECTORS, OFFERING THE DIRECTORS AN OPPORTUNITY FOR COMMENTS AND REVISION, PRIOR TO SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ACTBLUE CHARITIES REGULARLY AND CONSISTENTLY MONITORS COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY BY REQUIRING OFFICERS AND DIRECTORS TO ANNUALLY SIGN A CONFLICT OF INTEREST STATEMENT. IF A POTENTIAL CONFLICT ARISES, AN INTERESTED PERSON MAY MAKE A PRESENTATION AT A BOARD OR EXECUTIVE COMMITTEE MEETING DURING WHICH THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST IS CONSIDERED. BUT FOLLOWING THE PRESENTATION, THEY SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE EXISTENCE OF A CONFLICT OF INTEREST. IF A CONFLICT IS FOUND, THEY SHALL ALSO LEAVE THE MEETING DURING DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS UNDERTAKES A REVIEW OF THE CEO'S COMPENSATION, UTILIZING A COMPENSATION STUDY. THE INDEPENDENT DIRECTORS REVIEW AND APPROVE THE COMPENSATION AND CONTEMPORANEOUS DOCUMENTATION OF THE DECISION IS PREPARED AND MAINTAINED. THE LAST COMPENSATION REVIEW TOOK PLACE APRIL 2024. FORM 990, PART VI, SECTION C, LINE 19 ACTBLUE CHARITIES MAKES AVAILABLE THOSE DOCUMENTS WHICH UPON REQUEST IT IS REQUIRED BY LAW TO PROVIDE. FORM 990, PART XII, LINE 1: THE METHOD OF ACCOUNTING WAS CHANGED FROM CASH TO ACCRUAL BASIS. FORM 990, PART XII, LINE 2C: THE BOARD ESTABLISHED AN AUDIT COMMITTEE. FORM 990, GENERAL EXPLANATION: HISTORICALLY, FORM 990, PARTS VIII AND IX HAVE REPORTED PASS-THROUGH CONTRIBUTIONS THAT THE ORGANIZATION COLLECTED AND PROMPTLY DISTRIBUTED TO OTHERS, AS SPECIFIED BY THE DONOR. HOWEVER, BECAUSE THE ORGANIZATION DOES NOT HAVE VARIANCE POWER OVER THESE AMOUNTS, THEY ARE NOT RECOGNIZED AS CONTRIBUTION REVENUE AND CORRESPONDING CONTRIBUTION EXPENSE IN THE CURRENT YEAR AUDIT REPORT OR FORM 990. ACTBLUE ONE BOSTON PLACE SUITE 2603 BOSTON MA 02108 201135377 POLITICAL MA 527 N/A 0 ACTBLUE NON-FEDERAL ONE BOSTON PLACE SUITE 2603 BOSTON MA 02108 202517748 POLITICAL MA 527 ACTBLUE 0 ACTBLUE NON-FEDERAL EXEMPT ACCOUNTS ONE BOSTON PLACE SUITE 2603 BOSTON MA 02108 202686259 POLITICAL MA 527 ACTBLUE 0 ACTBLUE TECHNICAL SERVICES INC ONE BOSTON PLACE SUITE 2603 BOSTON MA 02108 270160261 POLITICAL MA 527 ACTBLUE 0 ACTBLUE CIVICS INC ONE BOSTON PLACE SUITE 2603 BOSTON MA 02108 455097038 SOCIAL WELFARE MA 501(C)(4) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 ACTBLUE CIVICS N 122355 FMV (DIRECT ALLOCATION) ACTBLUE CIVICS O 559888 FMV (DIRECT ALLOCATION) ACTBLUE CIVICS P 682243 FMV (DIRECT ALLOCATION) ACTBLUE TECHNICAL SERVICES M 1003117 FMV (DIRECT ALLOCATION)