2025-08-19T13:29:43-05:00 2024-12-31 332621854 CRI CAPIN CROUSE ADVISORS LLC 345 MASSACHUSETTS AVENUE SUITE 300 INDIANAPOLIS IN 46204 990 2024-01-01 030576666 SMALL BUSINESS MAJORITY FOUNDATION INC SMAL 2028288357 1015 15TH STREET NW 450 WASHINGTON DC 20005 JOHN ARENSMEYER FOUNDER & CEO 2028288357 2025-08-19 1 0 ANDREA SALAMY P00705827 5055022746 2025-08-15 2024 2025-03-06 01:10:19Z SMALL BUSINESS MAJORITY JOHN ARENSMEYER 1015 15TH STREET NW 450 WASHINGTON DC 20005 5565374 0 X WWW.SMALLBUSINESSMAJORITY.ORG X 2005 DC SUPPORT AMERICA'S 35 MILLION SMALL BUSINESSES VIA PUBLIC POLICY ADVOCACY AND PRACTICAL RESOURCES. 6 5 40 5 0 0 5160035 5330578 0 0 128826 228026 39090 6704 5327951 5565308 0 0 0 0 4166133 4247114 0 0 438955 961683 1111482 5127816 5358596 200135 206712 9077609 6010443 6787902 3514024 2289707 2496419 X SMALL BUSINESS MAJORITY IS A NATIONAL SMALL BUSINESS ADVOCACY ORGANIZATION, FOUNDED BY SMALL BUSINESS OWNERS TO ENSURE THAT SMALL BUSINESSES ARE AT THE HEART OF A THRIVING, INCLUSIVE ECONOMY. WE ACTIVELY ENGAGE SMALL BUSINESS OWNERS ACROSS AMERICA TO DRIVE SMART PUBLIC POLICY AND GET ENTREPRENEURS THE RESOURCES THEY NEED TO THRIVE. 0 0 3157529 OUTREACH, EDUCATION & ADVOCACY - WE CONDUCT OUTREACH FROM OUR OFFICES IN WASHINGTON, DC, CALIFORNIA, COLORADO, GEORGIA, ILLINOIS, NEW MEXICO AND NEW YORK, WITH A FOCUS ON SERVING THE NEEDS OF UNDER-RESOURCED SMALL BUSINESS OWNERS. WE PROVIDE A SUITE OF EDUCATIONAL PROGRAMS AND CONNECTIONS TO RESOURCES TO EMPOWER ENTREPRENEURS TO START AND GROW THEIR ENTERPRISES AND MAXIMIZE THEIR ECONOMIC PROSPERITY ON TOPICS LIKE ACCESS TO RESPONSIBLE CAPITAL, HEALTHCARE AND OTHER ESSENTIAL BENEFITS, AND LEVEL PLAYING FIELD. FURTHERMORE, WE PROVIDE SMALL BUSINESS OWNERS OPPORTUNITIES TO ADVOCATE FOR PUBLIC POLICY CHANGES IN THESE AREAS THAT ADVANCE ENTREPRENEURSHIP. OUR NETWORK IS COMPRISED OF MORE THAN 85,000 SMALL BUSINESS OWNERS AND MORE THAN 1,500 BUSINESS ORGANIZATIONS. OUR WORK IS GUIDED BY A NATIONAL AND STATE SMALL BUSINESS COUNCILS OF ACTIVE SMALL BUSINESS OWNERS. 785903 COMMUNICATIONS - WE COMMUNICATE OUR MESSAGE TO POLICYMAKERS AND THE MEDIA VIA EXTENSIVE PUBLIC RELATIONS EFFORTS TARGETING MAINSTREAM ELECTRONIC, PRINT AND ONLINE MEDIA. OUR WORK INCLUDES ONE-ON-ONE COMMUNICATION WITH REPORTERS, PRESS RELEASES, OP-EDS, LETTERS TO THE EDITOR, MULTIPLE WEB SITES, A MONTHLY NEWSLETTER AND DAILY COMMUNICATION VIA A HOST OF SOCIAL MEDIA CHANNELS. 445972 RESEARCH - WE CONDUCT WIDE-RANGING RESEARCH TO UNDERSTAND SMALL BUSINESS OWNERS' NEEDS, CHALLENGES AND OPPORTUNITIES. FOCUSED ON UNCOVERING THE PERSPECTIVES OF SMALL BUSINESS OWNERS, WE COMMUNICATE OUR FINDINGS TO POLICYMAKERS, THE MEDIA AND OTHER STAKEHOLDERS. OUR RESEARCH PRODUCTS INCLUDE SCIENTIFIC OPINION POLLING, INTERNAL NETWORK SURVEYS, FOCUS GROUPS AND ROUNDTABLE DISCUSSIONS. WE WORK WITH ACADEMIC AND OTHER RESEARCH INSTITUTIONS TO AGGREGATE AND SYNTHESIZE DATA TO BETTER UNDERSTAND THE CHALLENGES FACED BY UNDER-RESOURCED ENTREPRENEURS AND ASSESS THE BENEFIT OF PUBLIC POLICIES AND TARGETED RESOURCE INTERVENTIONS. 4389404 1 1 0 1 0 0 0 0 0 0 1 0 0 1 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 0 0 0 0 1 13 0 1 40 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA CO DC GA IL NY NM X KATHLEEN BERRY 2028288357 1015 15TH STREET NW SUITE 450 WASHINGTON DC 20005 JOHN ARENSMEYER FOUNDER & CEO 60.00 X X 343481 0 14172 TALIBAH BAYLES DIRECTOR 1.00 X 0 0 0 KEN HENDERSON DIRECTOR 1.00 X 0 0 0 PAUL QUINTERO DIRECTOR 1.00 X 0 0 0 LAJUANNA RUSSELL DIRECTOR 1.00 X 0 0 0 DAFINA WILLIAMS DIRECTOR 1.00 X 0 0 0 KATHLEEN BERRY SECRETARY/TREASURER/VP, OPERATIONS 40.00 X 169501 0 6823 REBEKAH CHASE CONTROLLER 40.00 X 148019 0 21303 ESZTER SZOCSKA DIGITAL COMMUNICATION & IT DIRECTOR 40.00 X 137968 0 18088 DAVID CHASE VICE PRESIDENT, POLICY & ADVOCACY 60.00 X 201763 0 11122 CASSIE MILLS VICE PRESIDENT, COMMUNICATIONS 60.00 X 182469 0 13859 BRIAN PIFER VICE PRESIDENT, RESEARCH & INSIGHTS 60.00 X 176074 0 30552 1359275 0 115919 15 0 1 0 0 5330578 5330578 227792 227792 300 66 234 234 234 6704 6704 6704 5565308 0 0 234730 533978 426706 58689 48583 3141657 2510529 345294 285834 35922 28706 3948 3268 251143 200690 27603 22850 284414 227277 31260 25877 5123 4094 563 466 30075 24033 3306 2736 241891 241891 27009 20821 2833 3355 30651 24493 3369 2789 200210 159989 22005 18216 108970 107826 626 518 194748 155624 21405 17719 16169 13708 1885 576 11127 8892 1223 1012 OTHER PROJECTS 188844 188844 RECRUITING 56665 45281 6228 5156 5358596 4389404 530237 438955 1410694 454784 55342 105358 1864557 1123297 68895 76896 95121 71647 32664 23474 5081243 3808786 564214 417848 9077609 6010443 118305 88015 6080770 3000607 588827 425402 6787902 3514024 X 2289707 2496419 2289707 2496419 9077609 6010443 206712 0 X 0 1 X 1 0 X 4116837 5043854 4148658 5160035 5330578 23799962 4116837 5043854 4148658 5160035 5330578 23799962 6140311 17659651 281 315 902 128826 227792 358116 4416 7422 700618 39090 6704 758250 24916328 0.70880 0.68550 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISC INCOME - 2020 AMOUNT: $ 4,416. 2021 AMOUNT: $ 7,422. 2022 AMOUNT: $ 6,482. 2023 AMOUNT: $ 39,090. 2024 AMOUNT: $ 6,704. EMPLOYEE RETENTION CREDIT - 2022 AMOUNT: $ 694,136. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12161 26262 38423 5320173 5358596 417930 104483 0 0 347844 370027 406391 417930 1542192 2313288 63528 39282 133017 38423 274250 86961 92507 101598 104483 385549 578324 16279 5861 88426 12161 122727 95121 71647 23474 23474 SECURITY DEPOSITS 51763 OPERATING LEASE - RIGHT-OF-USE ASSETS 366085 417848 OPERATING LEASE OBLIGATIONS 425402 425402 5681951 116643 116643 5565308 0 5565308 5475239 116643 116643 5358596 0 5358596 X X X X 0 0 0 0 0 0 0 1 0 JOHN ARENSMEYER FOUNDER & CEO 343481 0 0 0 0 0 2500 0 11672 0 357653 0 0 0 DAVID CHASE VICE PRESIDENT, POLICY & ADVOCACY 194263 0 7500 0 0 0 2500 0 8622 0 212885 0 0 0 BRIAN PIFER VICE PRESIDENT, RESEARCH & INSIGHTS 168574 0 7500 0 0 0 2500 0 28052 0 206626 0 0 0 CASSIE MILLS VICE PRESIDENT, COMMUNICATIONS 174969 0 7500 0 0 0 2500 0 11359 0 196328 0 0 0 KATHLEEN BERRY SECRETARY/TREASURER/VP, OPERATIONS 169501 0 0 0 0 0 2500 0 4323 0 176324 0 0 0 REBEKAH CHASE CONTROLLER 143019 0 5000 0 0 0 2500 0 18803 0 169322 0 0 0 ESZTER SZOCSKA DIGITAL COMMUNICATION & IT DIRECTOR 137968 0 0 0 0 0 2500 0 15588 0 156056 0 0 0 PART I, LINE 7 THE ORGANIZATION MADE NONFIXED PAYMENTS IN THE FORM OF DISCRETIONARY BONUSES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM. IT IS REVIEWED IN DETAIL BY THE CEO AND VP OF OPERATIONS, AND THEN EVERY MEMBER OF THE GOVERNING BODY REVIEWS THE RETURN PRIOR TO ELECTRONIC FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, PRINCIPAL OFFICER, AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS ANNUALLY SIGNS A CONFLICT OF INTEREST STATEMENT WHICH IS REVIEWED BY THE CEO AND VP OF OPERATIONS. CONFLICT OF INTEREST STATEMENTS FOR THE CEO AND VP OF OPERATIONS ARE REVIEWED BY THE BOARD OF DIRECTORS. THE ORGANIZATION PERFORMS PERIODIC REVIEWS TO ENSURE THAT THE POLICY IS BEING FOLLOWED. SHOULD ANY POTENTIAL CONFLICTS OF INTEREST BE DISCLOSED, THE DIRECTOR OR OFFICER WOULD BE ASKED TO REFRAIN FROM PARTICIPATION IN ANY DECISION WITH REGARD TO MATTERS AFFECTED BY THE RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 15 LINE 15A: THE COMPENSATION FOR THE CEO IS DETERMINED BY THE MAJORITY OF THE DISINTERESTED MEMBERS OF THE BOARD, IN ACCORDANCE WITH ARTICLE V OF THE CONFLICT OF INTEREST POLICY. THE DECISION TO AWARD SUCH COMPENSATION WAS BASED UPON A SURVEY OF COMPARABLE NON-PROFIT CEO COMPENSATION TAKEN FROM GUIDESTAR. THE APPROVAL PROCESS IS DOCUMENTED IN THE MINUTES. LINE 15B: THE COMPENSATION FOR OTHER OFFICERS IS DETERMINED BY A MAJORITY VOTE OF THE DISINTERESTED MEMBERS OF THE BOARD. COMPARABILITY DATA IS USED, AND THE APPROVAL PROCESS IS DOCUMENTED IN THE MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.