2025-03-05T08:40:43-06:00 2024-05-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2023-06-01 824346598 THE NEWDEAL FORUM NEWD 2026601340 700 K STREET NW WASHINGTON DC 20001 DEBRA COX BULTAN CEO & SECRETARY 2026601340 2025-03-05 1 0 ELIZABETH W HELLER P00397829 3019519090 2023 2025-03-06 01:10:19Z HELEN MILBY 700 K STREET NW WASHINGTON DC 20001 1337561 0 X WWW.NEWDEALFORUM.ORG X 2018 DC SEE PART III, LINE 1. 9 9 0 0 0 0 593257 1337561 0 0 0 0 0 0 593257 1337561 0 0 0 0 180106 309372 0 0 114174 151804 400237 331910 709609 261347 627952 987866 1682482 86640 153304 901226 1529178 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 448951 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. 448951 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 1 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 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 HELEN MILBY CHAIR 1.00 X X 0 0 0 CLAUDE FONTHEIM TREASURER 2.00 X X 0 0 0 DAVID BURD 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 DEBRA COX BULTAN CEO & SECRETARY (SEE SCH. O) 7.00 X 0 0 0 0 0 0 0 0 0 0 0 1337561 512663 1337561 1337561 0 0 0 X 87228 25296 29658 32274 199795 127307 42904 29584 3242 1901 766 575 19107 8700 7108 3299 1495 1495 21256 21256 18000 18000 166250 141250 25000 8491 8491 1858 1858 1875 1875 20130 20130 7604 1623 971 5010 143217 142874 69 274 446 446 DUES AND SUBSCRIPTIONS 5458 5458 PAYROLL PROCESSING FEES 2472 2472 401K ADMIN FEES 781 781 LOW VALUE ASSETS 746 746 158 158 709609 448951 146484 114174 987866 1344807 335000 2675 987866 1682482 14383 86640 138921 86640 153304 X 901226 1529178 901226 1529178 987866 1682482 627952 0 X 0 0 0 X 245000 475000 244253 593257 1337561 2895071 245000 475000 244253 593257 1337561 2895071 1519131 1375940 2895071 0.47530 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 3901 0 0 3901 0 PART II-B, LINE 1: ADVOCACY EFFORTS IN SUPPORT OF FEDERAL LEGISLATION. 0 DUE TO NEWDEAL 138921 138921 X X X X 1 JACLYN BROT WEINBERG 601 E 20TH STREET 10F NEW YORK NY 10010 FUNDRAISING CONSULTING 0 225000 18000 207000 225000 18000 207000 0 0 0 0 0 0 0 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: - COMPENSATION COMMITTEE - APPROVAL BY THE BOARD OF DIRECTORS X 1 512663 FAIR MARKET VALUE 0 0 0 0 PART I, COLUMN (B): THE TOTAL NUMBER OF CONTRIBUTORS IS REPORTED HERE. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED DURING SUMMER 2023. SIGNIFICANT CHANGES HELPED CLARIFY: NUMBER OF BOARD MEMBERS, QUALIFICATIONS FOR BOARD MEMBERSHIP, AND TERM LIMITS. OTHER CHANGES WERE MADE TO ENSURE CONSISTENCY WITH OPERATIONAL PRACTICES. 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 141,250. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 25,000. TOTAL EXPENSES 166,250. 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, 2024, THE FORUM REIMBURSED NEWDEAL $87,228 FOR CEO TIME SPENT ON THE 501(C)(3).