2024-08-13T07:40:55-05:00 2023-12-31 351489521 GREENWALT CPAS INC 5342 W VERMONT STREET INDIANAPOLIS IN 46224 990 2023-01-01 472843650 THE POLICY CIRCLE CO POLI 2145389563 4347 W NORTHWEST HWY 130 DALLAS TX 75220 STACY BLAKELEY EXECUTIVE DIRECTOR 2145389563 2024-08-06 1 AMANDA MEKO CPA P01062615 3172412999 2024-08-06 2023 2024-08-08 14:25:15Z X STACY BLAKELEY 4347 W NORTHWEST HWY 130 DALLAS TX 75220 2323914 0 X WWW.THEPOLICYCIRCLE.ORG X 2015 IN INFORM, EQUIP, AND CONNECT WOMEN TO BE MORE IMPACTFUL CITIZENS. 5 5 12 36 0 0 2169590 2321087 21469 0 -59963 0 4872 2827 2135968 2323914 0 0 0 0 1061500 1280869 0 0 43186 972196 1183653 2033696 2464522 102272 -140608 640499 634252 49484 183845 591015 450407 X THE POLICY CIRCLE IS A NATIONAL, NONPARTISAN ORGANIZATION THAT INFORMS, EQUIPS, AND CONNECTS WOMEN TO BE MORE IMPACTFUL CITIZENS. THE POLICY CIRCLE'S AGILE AND FLEXIBLE MODEL HAS THREE CORE COMPONENTS:1. WE INFORM AND INSPIRE A DIVERSE, NATIONAL AUDIENCE USING POLICY BRIEFS, VIRTUAL PROGRAMS, AN ENGAGING WEBSITE, AND ROBUST SOCIAL CHANNELS. 2. WE ATTRACT AND CONNECT INDEPENDENT THINKERS AND CIVIC-MINDED WOMEN WHO ARE REVITALIZING CIVIL SOCIETY BY CONVENING AT NATIONAL AND REGIONAL EVENTS, HOSTING ROUNDTABLE CONVERSATIONS IN 45 STATES, AND GATHERING VIRTUALLY. 3. WE IDENTIFY AND EQUIP LEADERS THROUGH THE CIVIC LEADERSHIP ENGAGEMENT ROADMAP (CLER), WHICH IS A PROPRIETARY 3-MONTH PROGRAM THAT STRENGTHENS WOMEN'S LEADERSHIP SKILLS, POLICY ACUMEN, AND COMMUNITY RELATIONSHIPS. THE POLICY CIRCLE IS CULTIVATING AN UNTAPPED COMMUNITY OF CIVIC-MINDED INDIVIDUALS WHO ARE EAGER TO LEARN AND LEAD IN THEIR COMMUNITIES. 0 0 414523 WE INFORM A BROAD, DIVERSE, AND DISPERSED AUDIENCE USING POLICY BRIEFS, VIRTUAL PROGRAMS, AND ROBUST SOCIAL CHANNELS. IN 2023, POLICY CIRCLE BRIEFS GARNERED 214,680 VIEWS, OUR WEBSITE HAD 16.6 MILLION IMPRESSIONS, AND WE EXPANDED OUR SOCIAL REACH BY 79%. WE CURATE OUR RESOURCES FROM A VARIETY OF VETTED SOURCES TO SHARE VALUABLE PERSPECTIVES AND HIGHLIGHT INNOVATIVE SOLUTIONS. WE COLLABORATE WITH RESPECTED THINK TANKS, BEST-SELLING AUTHORS, INNOVATIVE BUSINESS LEADERS, AND POLICY EXPERTS TO PROVIDE OUR COMMUNITY WITH CUTTING-EDGE RESEARCH, RELIABLE INFORMATION, AND ACTIONABLE NEXT STEPS. 651093 WE ATTRACT INDEPENDENT THINKERS AND CIVIC-MINDED WOMEN WHO ARE REVITALIZING CIVIL SOCIETY BY CONVENING AND HOSTING ROUNDTABLE CONVERSATIONS IN 37 STATES. WITH 12,000+ MEMBERS IN OUR BROADER COMMUNITY, WE ARE SEEING A REAWAKENING AMONGST CITIZENS WHO CRAVE CONNECTION AND COLLABORATIVE SOLUTIONS TO THE ISSUES FACING THEIR COMMUNITIES. FROM LIVING ROOMS TO BOARD ROOMS, OUR GROWING COMMUNITY IS CONVENING STAKEHOLDERS FOR CONSTRUCTIVE, CIVIL CONVERSATIONS. THE POLICY CIRCLE'S ANNUAL LEADERSHIP SUMMIT GATHERS MEMBERS, SUPPORTERS, AND PARTNERS FOR A CATALYTIC EXPERIENCE. IN 2023, MORE THAN 665 PARTICIPANTS ENGAGED IN PERSON AND VIRTUALLY TO DISCOVER WHAT MAKES COMMUNITIES THRIVE. 795055 WE IDENTIFY AND EQUIP LEADERS THROUGH THE CIVIC LEADERSHIP ENGAGEMENT ROADMAP (CLER). THIS FLEXIBLE FRAMEWORK HAS ATTRACTED 400+ WOMEN - BOTH ESTABLISHED AND EMERGING LEADERS. CLER IS A THREE-MONTH VIRTUAL PROGRAM THAT INCLUDES ASSIGNMENTS THAT REQUIRE PARTICIPANTS TO ENGAGE WITH THEIR LOCAL COMMUNITY LEADERS TO DEVELOP TOWN HALL RELATIONSHIPS. IN ONLY TWO YEARS SINCE ITS LAUNCH, CLER IS ALREADY PRODUCING RESULTS - WOMEN ARE SECURING HIGH-LEVEL APPOINTMENTS TO TASK FORCES AND COMMISSIONS AND SUCCESSFULLY RUNNING FOR LOCAL OFFICE. THE POLICY CIRCLE'S STATE LEADERSHIP COUNCILS, MANNED BY VOLUNTEER LEADERS, PLAN LOCAL PROGRAMMING AND STATE-BASED INITIATIVES TO STRENGTHEN THE IMPACT AND REACH OF OUR MISSION 1860671 1 1 0 0 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 12 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN AK AL AR CA CO CT DC FL GA HI IL KS KY LA MA MD ME MI MN MO MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV X STACY BLAKELEY 2145389563 4347 W NORTHWEST HWY SUITE 130 DALLAS TX 75220 SYLVIE LEGERE PRESIDENT 3.00 X X 0 0 0 KATHY HUBBARD TREASURER 3.00 X X 0 0 0 ANGELA BRALY SECRETARY 3.00 X X 0 0 0 LAURA COX KAPLAN DIRECTOR 3.00 X 0 0 0 CAROL GREENE RESIGNED SEPT 2023 DIRECTOR 3.00 X 0 0 0 STACY BLAKELEY EXECUTIVE DIRECTOR 40.00 X 231100 0 29196 KRISTY KUNA CHIEF STRATEGY & OPERATIONS OFFICER 40.00 X 145800 0 4407 SAVANNAH LANE DIR. OF EDUCATION & EXPERIENCES 40.00 X 125400 0 4924 NICOLE CLINE DIRECTOR OF PHILANTHROPY 40.00 X 124700 0 11128 627000 0 49655 4 0 1 0 0 2321087 5732 2321087 2827 2827 2323914 2827 0 0 X 376900 251267 125633 714901 562494 140750 11657 25032 18277 6474 281 86034 65961 19847 226 78002 56961 20145 896 281 281 97240 97240 324173 131147 163593 29433 47938 47938 208885 208885 141664 116016 25628 20 5713 5713 EVENTS 252411 252411 OTHER 55348 46080 8595 673 CREDIT LOSSES 50000 50000 2464522 1860671 560665 43186 188937 266221 391904 331516 53173 12180 0 17850 6485 6485 640499 634252 49484 183845 49484 183845 X 134111 118891 456904 331516 591015 450407 640499 634252 -140608 0 X 0 1 X 0 0 X 991440 1253314 1530329 2169590 2321087 8265760 991440 1253314 1530329 2169590 2321087 8265760 2756770 5508990 8265760 0.66650 0.58740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 2372492 48578 48578 2323914 0 2323914 2513100 48578 48578 2464522 0 2464522 1 X X 0 0 0 0 0 0 0 0 0 STACY BLAKELEY EXECUTIVE DIRECTOR 231100 0 0 0 0 0 6915 0 22281 0 260296 0 0 0 KRISTY KUNA CHIEF STRATEGY & OPERATIONS OFFICER 145800 0 0 0 0 0 4356 0 51 0 150207 0 0 0 PART I, LINE 3 THE ORGANIZATION USES AN ANNUAL SALARY SURVEY TO MAKE SURE SALARIES ARE IN LINE WITH COMPARABLE ORGANZIATIONS. IN ADDITION, THE BOARD OF DIRECTORS APPROVES THE COMPENSATION OF THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED DURING THE YEAR, INCREASING THE BOARD SIZE FROM 5 TO 10 MEMBERS AND ESTABLISHING AN EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE PRESIDENT AND BOOKKEEPER AND THEN SHARED WITH THE ENTIRE BOARD FOR THEIR APPROVAL FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, OFFICER AND MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS MUST ANNUALLY SIGN A CONFLICT OF INTEREST STATEMENT. IN ADDITION, THE POLICY REQUIRES PERIODIC REVIEWS THAT INCLUDE AT A MINIMUM, AN ASSESSMENT OF COMPENSATION AND BENEFITS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION CONDUCTED STUDIES AND SECURED THIRD PARTY DATA TO DETERMINE COMPENSATION FOR THE EXECUTIVE DIRECTOR AS WELL AS ALL OTHER DIRECTORS. IN ADDITION, THE BOARD OF DIRECTORS APPROVED THE COMPENSATION OF THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THESE ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANT FEES: PROGRAM SERVICE EXPENSES 131,147. MANAGEMENT AND GENERAL EXPENSES 163,593. FUNDRAISING EXPENSES 29,433. TOTAL EXPENSES 324,173.