2024-11-14T13:10:54-06:00 2023-12-31 420714325 RSM US LLP 7351 OFFICE PARK PLACE MELBOURNE FL 329408229 990 2023-01-01 461368531 STATE INNOVATION EXCHANGE STAT 6084408255 1360 REGENT STREET PMB 257 MADISON WI 53715 MOLLY NOBLE VICE PRESIDENT, OPERATIONS 6084408255 2024-11-12 1 0 KELLI PECK P01423033 3217516200 2024-11-12 2023 2024-10-15 13:58:12Z JESSIE ULIBARRI 1360 REGENT STREET PMB 257 MADISON WI 53715 10573154 0 X WWW.STATEINNOVATION.ORG X 2014 CA THE STATE INNOVATION EXCHANGE (SIX) MAKES COLLABORATIVE GOVERNANCE THE NORM AMONG VALUES-ALIGNED STATE LEGISLATORS IN THEIR PARTNERSHIP WITH ISSUE ADVOCATES AND GRASSROOTS LEADERS. THROUGH THIS PRACTICE, WE COMMIT TO CENTERING THE PEOPLE MOST IMPACTED BY SYSTEMIC AND STRUCTURAL OPPRESSION TO TRANSFORM THE CONDITIONS OF POWER AT THE STATE LEVEL. WHEN WE DO THIS, WE WILL SECURE AND SUSTAIN MEANINGFUL RACIAL, GENDER, SOCIAL AND ECONOMIC JUSTICE OUTCOMES THAT ARE FULLY REALIZED IN THE LIVED EXPERIENCE OF THESE COMMUNITIES. 10 10 39 10 0 0 7980010 8766581 447136 127833 32427 223718 2125 901 8461698 9119033 0 0 0 0 4455220 4439632 0 0 173207 5658450 4830526 10113670 9270158 -1651972 -151125 9080892 8525705 1236547 781594 7844345 7744111 X THE STATE INNOVATION EXCHANGE (SIX) MAKES COLLABORATIVE GOVERNANCE THE NORM AMONG VALUES-ALIGNED STATE LEGISLATORS IN THEIR PARTNERSHIP WITH ISSUE ADVOCATES AND GRASSROOTS LEADERS. THROUGH THIS PRACTICE, WE COMMIT TO CENTERING THE PEOPLE MOST IMPACTED BY SYSTEMIC AND STRUCTURAL OPPRESSION TO TRANSFORM THE CONDITIONS OF POWER AT THE STATE LEVEL. WHEN WE DO THIS, WE WILL SECURE AND SUSTAIN MEANINGFUL RACIAL, GENDER, SOCIAL AND ECONOMIC JUSTICE OUTCOMES THAT ARE FULLY REALIZED IN THE LIVED EXPERIENCE OF THESE COMMUNITIES. 0 0 3122427 REPRODUCTIVE HEALTH, RIGHTS AND JUSTICE - A PROGRAM THAT EDUCATES AND ENGAGES LEGISLATORS AND THE GENERAL PUBLIC ON ISSUES RELATED TO REPRODUCTIVE HEALTH, RIGHTS AND JUSTICE, THROUGH SKILL AND ISSUE-BASED TRAINING, CONVENINGS, PUBLIC OPINION RESEARCH, AND PUBLIC POLICY EDUCATION. 943942 32000 SPECIAL PROJECTS - OUR SPECIAL PROJECT INITIATIVE HOUSES WORK IN PARTNERSHIP WITH OTHER MOVEMENT ALIGNED PARTNERS OR PILOT PROGRAMS. IN 2023 OUR SPECIAL PROJECTS FOCUSED ON THE PROGRESSIVE GOVERNANCE ACADEMY (PGA) AND A DEMOCRACY INITATIVE. PGA IS A PROGRAM THAT BUILDS AND DEVELOPS THE LEADERSHIP AND GOVERNANCE SKILLS OF LOCAL AND STATE ELECTED OFFICIALS ACROSS THE COUNTRY. OUR DEMOCRACY WORK CHALLENGES STATE LEGISLATORS, THE GENERAL PUBLIC AND GRASSROOTS MOVEMENTS TO BE DUNAIC CHAMPIONS FOR A POWERFUL, INCLUSIVE AND PARTICIPATORY DEMOCRACY. 912187 61533 CONVENINGS - A KEY WAY THROUGH WHICH SIX BRINGS LEGISLATORS, MOVEMENT PARTNERS AND OTHER KEY STAKEHOLDERS TO ADVANCE OUR MISSION IS THROUGH CONVENINGS. THESE CONVENINGS EQUIP LEGISLATORS AND PARTNERS WITH A GREAT UNDERSTANDING OF THE MOST PRESSING ISSUES OF OUR TIME AND PREPARE THEM TO PAVE THE WAY FORWARD. IN 2023 OUR MAJOR CONVENINGS WERE OUTSIDE VOICES AND POLICY ACCELERATORS. THESE ARE ONGOING PROJECTS TO UNLOCK THE POWER AND VISION TOWARD VALUED-ALIGNED GOVERNANCE. 851930 ECONOMY - A PROGRAM THAT REALIZES ECONOMIC JUSTICE POLICIES AND DEEPENS OUR PROGRAMMATIC FOOTPRINT BY FURTHER ORGANIZING STATE LEGISLATORS AND MOVEMENT GROUPS IN ORDER TO ADVANCE POLICIES ROOTED IN ECONOMIC JUSTICE. LEGISLATORS AND MOVEMENT PARTNERS HAVE LOOKED TO SIX TO BE A VISIONARY CONVENER AND DRIVER OF CHANGE. 847755 1300 AGRICULTURE AND FOOD SYSTEMS - A PROGRAM THAT FOCUSES ON SUPPORTING POLICIES THAT PROMOTE HEALTHY AND THRIVING RURAL COMMUNITIES THROUGH ECOLOGICALLY AND SOCIALLY-RESPONSIBLE AGRICULTURE AND LOCAL, DIRECT-MARKET FOOD SYSTEMS. 453632 33000 LEGISLATIVE - A PROGRAM THAT PROVIDES LOCAL TECHNICAL ASSISTANCE AND EDUCATIONAL SUPPORT TO STATE LEGISLATORS, THE GENERAL PUBLIC, AND GRASSROOTS MOVEMENTS ON A WIDE ARRAY OF PROGRESSIVE PUBLIC POLICY TOPICS. THIS INCLUDES DEVELOPING CUSTOMIZED POLICY RESEARCH, CREATING POLICY EDUCATION MATERIALS, CONDUCTING ISSUE BRIEFINGS, HOSTING SKILL-BASED TRAINING, CONDUCTING PUBLIC OPINION RESEARCH, AND FACILITATING LOCAL, REGIONAL, AND NATIONAL CONVENINGS. 2153317 34300 7131873 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 0 1 0 0 0 1 57 0 1 39 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X THE ORGANIZATION 6084408255 1360 REGENT STREET PMB 257 MADISON WI 53715 JESSIE ULIBARRI CO-EXECUTIVE DIRECTOR 38.00 2.00 X X 250425 13180 45648 NEHA PATEL CO-EXECUTIVE DIRECTOR 38.00 2.00 X X 240925 12680 44584 KIRSTEN HARRIS-TALLEY CHAIR 2.00 0.00 X X 0 0 0 KATE VILLERS VICE CHAIR (THRU 2023) 1.00 0.00 X X 0 0 0 BRIAN WEEKS SECRETARY 1.00 0.50 X X 0 0 0 CATHY DUVALL TREASURER 1.00 0.00 X X 0 0 0 SCOTT ANDERSON DIRECTOR (THRU 2023) 1.00 0.50 X 0 0 0 NADRA FRANKLIN DIRECTOR 1.00 0.00 X 0 0 0 SARAH JOHNSON DIRECTOR 1.00 0.00 X 0 0 0 ERIN MAYE QUADE DIRECTOR 1.00 0.00 X 0 0 0 ALEXIS ANDERSON-REED DIRECTOR 0.50 0.00 X 0 0 0 JOSEPH SALAZAR DIRECTOR 0.50 1.00 X 0 0 0 NAHAL ZAMANI SVP, STATE STRATEGY (THRU 12/23) 38.00 2.00 X 182329 9596 9883 MOLLY NOBLE VP, OPERATIONS 38.00 2.00 X 167606 8821 21723 JENNIFER DRIVER SR DIRECTOR, REPORDUCTIVE RIGHTS 38.00 2.00 X 138922 7312 18930 ANTHONY GAD DIRECTOR OF RESEARCH & POLICY 38.00 2.00 X 120993 6368 52522 KENDRA KIMIRAUSKAS SR DIRECTOR, AGRICULTURE & FOOD SYSTEMS 38.00 2.00 X 120484 6341 27957 THOMAS LENARD JR MICHIGAN STATE DIRECTOR 38.00 2.00 X 109120 5743 37800 IDA ESKAMANI SR. DIRECTOR, LEGISLATIVE AFFAIRS 38.00 2.00 X 118348 6229 11511 1449152 76270 270558 16 0 1 0 WEYMOUTH WATSON LLC 1110 6TH ST NE UNIT 4 WASHINGTON DC 20002 EVENT PLANNING 1153571 FENTON COMMUNICATIONS INC 244 MADISON AVENUE SUITE 304 NEW YORK NY 10016 COMMUNICATIONS 582417 REPOWER FUND 2136 FORD PARKWAY 5523 SAINT PAUL MN 55116 TRAINING SERVICES 396601 ARPEGGIO STRATEGY 133 LOST NATION ROAD ESSEX JUNCTION VT 05452 STRATEGIC PLANNING 312370 CO-LAB COLLECTIVE LLC 427 LISBON STREET SAN FRANCISCO CA 94112 EVENT & CONSULTING SERVICES 268250 8 8766581 1454121 8766581 PROGRAM INCOME 900099 124533 124533 REGISTRATION FEES 900099 3300 3300 127833 231209 231209 1446630 1454121 -7491 -7491 -7491 MISCELLANEOUS REVENUE 900099 901 901 901 9119033 127833 0 224619 X 957031 724935 215598 16498 2572767 1950505 577871 44391 97859 73664 22520 1675 528556 397870 121636 9050 283419 213343 65223 4853 24331 24331 134384 134384 2993233 2307725 648197 37311 57320 49277 7509 534 43123 32610 9763 750 24127 17591 6117 419 543418 402647 97758 43013 803850 774659 20116 9075 99 99 23221 17559 5258 404 DUES & SUBSCRIPTIONS 83954 75698 5278 2978 STAFF COSTS 48627 45949 1796 882 RESEARCH 43108 43108 MISCELLANEOUS 7352 4733 1245 1374 379 379 9270158 7131873 1965078 173207 2541802 1596437 6032427 5222771 294207 691813 129 34032 20958 804222 46544 46544 98 0 191271 176430 9080892 8525705 1236173 781594 374 1236547 781594 X 3927703 4185117 3916642 3558994 7844345 7744111 9080892 8525705 -151125 50894 -3 0 X X 0 1 X 1 0 X 8269328 8625837 9099422 7980010 8766581 42741178 8269328 8625837 9099422 7980010 8766581 42741178 13842411 28898767 32427 231209 263636 1439 4194 4325 2125 991 13074 43017888 785472 0.67180 0.70640 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 1,439. 2020 AMOUNT: $ 4,194. 2021 AMOUNT: $ 4,325. 2022 AMOUNT: $ 2,125. 2023 AMOUNT: $ 991. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 9270158 9270158 613508 153377 0 0 444197 476548 655684 613508 2189937 3284906 56588 34241 90829 111049 119137 163921 153377 547484 821226 8635 8635 46544 46544 0 0 9169927 50894 50894 9119033 0 9119033 9270158 0 9270158 0 9270158 X X X 0 0 0 0 0 0 0 0 0 JESSIE ULIBARRI CO-EXECUTIVE DIRECTOR 238075 12530 12350 650 0 0 12472 656 30894 1626 293791 15462 0 0 NEHA PATEL CO-EXECUTIVE DIRECTOR 238075 12530 2850 150 0 0 12093 636 30262 1593 283280 14909 0 0 NAHAL ZAMANI SVP, STATE STRATEGY (THRU 12/23) 182329 9596 0 0 0 0 7778 409 1611 85 191718 10090 0 0 MOLLY NOBLE VP, OPERATIONS 164756 8671 2850 150 0 0 16611 874 4026 212 188243 9907 0 0 ANTHONY GAD DIRECTOR OF RESEARCH & POLICY 118143 6218 2850 150 0 0 21375 1125 28521 1501 170889 8994 0 0 JENNIFER DRIVER SR DIRECTOR, REPORDUCTIVE RIGHTS 136072 7162 2850 150 0 0 7048 371 10935 576 156905 8259 0 0 KENDRA KIMIRAUSKAS SR DIRECTOR, AGRICULTURE & FOOD SYST 108134 5691 12350 650 0 0 6014 317 20545 1081 147043 7739 0 0 THOMAS LENARD JR MICHIGAN STATE DIRECTOR 106270 5593 2850 150 0 0 5648 297 30262 1593 145030 7633 0 0 JESSIE ULIBARRI CO-EXECUTIVE DIRECTOR REIMBURSEMENTS X 29865 21743 0 1 0 NEHA PATEL CO-EXECUTIVE DIRECTOR REIMBURSEMENTS X 21694 12289 0 1 0 34032 X 3 1449945 FMV 0 0 0 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS FORM 990, PART VI, SECTION B, LINE 11B THE 990 WAS REVIEWED BY KEY EMPLOYEES AND PROVIDED TO THE BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH OFFICER AND DIRECTOR SIGNS A STATEMENT WHICH AFFIRMS THAT THE PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST, HAS READ AND UNDERSTANDS THE POLICY AND AGREES TO COMPLY WITH THE POLICY. ALL SUCH STATEMENTS ARE FILED WITH THE MINUTES OF THE MEETINGS OF THE BOARD OF DIRECTORS. THE EXECUTIVE DIRECTOR MONITORS THE POLICY. IF THERE IS CAUSE TO BELIEVE THERE IS A CONFLICT, IT IS BROUGHT TO THE ATTENTION OF THE BOARD AND APPROPRIATE ACTION IS TAKEN. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS SETS THE SALARY FOR THE ED AND IT IS APPROVED BY A VOTE OF BOARD MEMBERS. IN 2020 SIX CONDUCTED A COMPENSATION ANALYSIS TO COMPARE CURRENT SIX STAFF SALARIES, INCLUDING THE EXECUTIVE DIRECTORS, TO OTHER COMPARABLE POSITIONS IN THE MARKET. WE KEEP RECORDS OF ALL SALARIES AND SALARY CHANGES WITH THE SUPPORT OF OUR THIRD PARTY PAYROLL COMPANY. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PROGRAM CONSULTING: PROGRAM SERVICE EXPENSES 1,645,973. MANAGEMENT AND GENERAL EXPENSES 570,471. FUNDRAISING EXPENSES 37,311. TOTAL EXPENSES 2,253,755. LEGISLATIVE & SPECIAL PROJECT CONTRACTS: PROGRAM SERVICE EXPENSES 539,057. MANAGEMENT AND GENERAL EXPENSES 4,020. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 543,077. COMMUNICATIONS: PROGRAM SERVICE EXPENSES 122,695. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 122,695. PAYROLL OUTSOURCING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 73,706. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 73,706. FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PRIOR YEAR. SIX ACTION 1360 REGENT STREET PMB 257 MADISON WI 53715 203169871 SOCIAL WELFARE ORG. CA 501(C)(4) 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 SIX ACTION O 126612 FMV SIX ACTION Q 308963 COST