2024-04-11T16:44:03-05:00 2023-05-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2022-06-01 824346598 THE NEWDEAL FORUM NEWD 2026601340 700 K STREET NW WASHINGTON DC 20001 DEBRA COX BULTAN CEO & SECRETARY 2026601340 2024-04-11 1 DEBRA COX BULTAN 999009999 0 RICHARD J LOCASTRO CPA P00288314 3019519090 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X HELEN MILBY 700 K STREET NW WASHINGTON DC 20001 593257 0 X WWW.NEWDEALFORUM.ORG X 2018 DC SEE PART III, LINE 1. 5 5 0 0 0 0 244253 593257 0 0 0 0 0 0 244253 593257 0 0 0 0 144464 180106 18000 0 79745 22251 151804 184715 331910 59538 261347 698410 987866 58531 86640 639879 901226 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 195595 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. 195595 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 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 0 0 X DEBRA COX BULTAN 2026601340 700 K STREET NW WASHINGTON DC 20001 HELEN MILBY CHAIR 1.00 5.00 X X 0 0 0 CLAUDE FONTHEIM DIRECTOR 1.00 X 0 0 0 ANNE SLAUGHTER ANDREW DIRECTOR 1.00 2.00 X 0 0 0 ABIGAIL SELDIN DIRECTOR 1.00 1.00 X 0 0 0 TED KOUTSOUBAS DIRECTOR 1.00 2.00 X 0 0 0 DEBRA COX BULTAN CEO & SECRETARY 7.00 33.00 X 0 196012 0 JONATHON DWORKIN VP, POLICY & COMMUNICATION 12.00 28.00 X 0 140178 0 0 336190 0 0 0 1 0 0 593257 246775 593257 593257 0 0 0 X 48354 14506 16924 16924 118776 64328 11798 42650 12976 8415 2390 2171 1086 1086 3875 3875 114601 93569 3032 18000 1779 1779 1135 1135 12985 12985 446 446 OTHER EVENTS 14777 14777 PAYROLL PROCESSING FEES 661 661 401K ADMIN FEES 335 335 MISC 124 124 331910 195595 56570 79745 698410 987866 698410 987866 2458 56073 86640 58531 86640 X 639879 901226 639879 901226 698410 987866 261347 0 X 0 0 0 X 162000 245000 475000 244253 593257 1719510 162000 245000 475000 244253 593257 1719510 936655 782855 1719510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 674 0 0 674 0 PART II-B, LINE 1: ADVOCACY EFFORTS IN SUPPORT OF RAISING THE FEDERAL DEBT CEILING. 0 DUE TO NEWDEAL 86640 86640 X X X 1 JBW CONSULTING 601 E 30TH STREET 10F NEW YORK NY 10010 FUNDRAISING CONSULTING 0 0 18000 -18000 18000 -18000 0 0 0 0 0 0 0 0 0 DEBRA COX BULTAN CEO & SECRETARY 0 194792 0 1220 0 0 0 0 0 0 0 196012 0 0 PART I, LINE 3 THE NEWDEAL FORUM RELIES ON A RELATED ORGANIZATION, NEWDEAL, TO DETERMINE OFFICER COMPENSATION. NEWDEAL USES THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE CEO: - APPROVAL BY THE BOARD OF DIRECTORS X 1 246775 FAIR MARKET VALUE 0 0 0 0 PART I, COLUMN (B): THE TOTAL NUMBER OF CONTRIBUTORS IS REPORTED HERE. 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 A RELATED ORGANIZATION, 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 OCT 2022. 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 93,569. MANAGEMENT AND GENERAL EXPENSES 3,032. FUNDRAISING EXPENSES 18,000. TOTAL EXPENSES 114,601. FORM 990, GENERAL EXPLANATION: THE NEWDEAL FORUM AND NEWDEAL, A RELATED 501(C)(4) ORGANIZATION, 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, 2023, THE FORUM REIMBURSED NEWDEAL $48,193 FOR CEO TIME SPENT ON THE 501(C)(3). NEWDEAL 700 K STREET NW WASHINGTON DC 20001 273147985 WORK TO ADVANCE THE PUBLIC INTEREST DC 501(C)(4) N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 NEWDEAL O 182588 TIME ALLOCATION NEWDEAL P 135360 TIME ALLOCATION NEWDEAL N 12985 RENT ALLOCATION