2025-07-14T14:31:13-05:00 2024-12-31 HAN GROUP LLC 1020 19 STREET NW SUITE 800 WASHINGTON DC 20036 990 2024-01-01 131776711 NATIONAL IMMIGRATION FORUM NATI 2023470040 10 G STREET NE 500 WASHINGTON DC 20002 DAWN BYRNE CFO & COO 2023470040 2025-07-14 1 1 JENNIFER S HAN P00633304 2022937000 2025-07-14 2024 2025-03-06 01:10:19Z JENNIE MURRAY 10 G STREET NE 500 WASHINGTON DC 20002 3885623 0 X WWW.IMMIGRATIONFORUM.ORG X 1954 NY THE FORUM ADVOCATES FOR THE VALUE OF IMMIGRANTS & IMMIGRATION TO THE NATION. X 19 19 35 19 0 0 6268085 3311007 229052 279246 173593 253241 1695 42129 6672425 3885623 0 0 0 0 3612015 3789043 0 11400 510418 2871837 2685020 6483852 6485463 188573 -2599840 11447475 8471603 3414627 3038595 8032848 5433008 X THE FORUM ADVOCATES FOR THE VALUE OF IMMIGRANTS AND IMMIGRATION TO THE NATION. FROM A DIVERSITY OF PERSPECTIVES, THE FORUM USES COMMUNICATION, ADVOCACY AND POLICY TO CREATE A VISION, CONCENSUS AND STRATEGY TO LEAD TO A BETTER, MORE WELCOMING AMERICA. 0 0 1701028 CONSTITUENCIES REFORM - THE FORUM SUPPORTS REPLACING OUR BROKEN IMMIGRATION SYSTEM WITH COMMONSENSE SOLUTIONS THAT ADDRESS THE FULL SCOPE OF THE SYSTEM. OUR IMMIGRATION SYSTEM NEEDS TO ADDRESS THE ECONOMIC NEEDS OF OUR COUNTRY AS WELL AS MAINTAIN OUR FAMILY VALUES. 1377667 256746 CONSTITUENCIES INTEGRATION - THE FORUM SUPPORTS EFFORTS TO PROMOTE CITIZENSHIP, CIVIC EDUCATION AND ACTIVE INVOLVEMENT IN COMMUNITY LIFE, INCLUDING MAKING CHANGES TO OUR COUNTRY'S NATURALIZATION PROCESS THAT WILL MAKE IT MORE ACCESSIBLE AND EFFICIENT FOR IMMIGRANTS. 1085510 COMMUNICATIONS - THE FORUM'S COMMUNICATIONS TEAM IS A STRATEGIC PARTNER, WORKING WITH ALL FORUM DEPARTMENTS (POLICY, CONSTITUENCIES, CORPORATE ENGAGEMENT, ADVANCEMENT) TO ARTICULATE MESSAGES AND ADVANCE STRATEGIES TO BUILD SUPPORT FOR COMMONSENSE IMMIGRATION REFORM AMONG OUR CENTER RIGHT CONSTITUENCIES. THE COMMUNICATIONS TEAM DIFFERENTIATES ITSELF IN THE IMMIGRATION ADVOCACY SPACE BY LEVERAGING ITS RELATIONSHIPS IN MEDIA, BUSINESS, ACADEMIA AND OTHER AREAS TO AMPLIFY THE FORUM'S MESSAGES. 927832 22500 POLICY 301089 AWARDS EVENT 220715 ASSOCIATES AND GOVERNANCE 1449636 22500 5613841 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 0 0 1 51 0 1 35 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY X X DAWN BYRNE 2023470040 10 G STREET NE NO 500 WASHINGTON DC 20002 ELIZABETH NEUMANN CHAIR (AS OF JANUARY) 3.00 X X 0 0 0 ADRIAN BOTA SECRETARY (AS OF JANUARY) 1.00 X X 0 0 0 GLENN HAMER TREASURER (AS OF JANUARY) 3.00 X X 0 0 0 EVELYN DEJESUS DIRECTOR 1.00 X 0 0 0 IRAYDA FLORES DIRECTOR 1.00 X 0 0 0 SUZE FRANCOIS DIRECTOR 1.00 X 0 0 0 KAI HIRABAYASHI DIRECTOR 1.00 X 0 0 0 CLAUDIA ORTEGA HOGUE DIRECTOR 1.00 X 0 0 0 AKSHAY KHANNA DIRECTOR 1.00 X 0 0 0 SARAH LENTI DIRECTOR 1.00 X 0 0 0 STEPHANIE MARTZ DIRECTOR 1.00 X 0 0 0 TINA MENDELSON DIRECTOR 1.00 X 0 0 0 CHANDLER MORSE DIRECTOR 1.00 X 0 0 0 MARK PROSSER DIRECTOR 1.00 X 0 0 0 LAURA REIFF DIRECTOR 1.00 X 0 0 0 MIREYA REITH DIRECTOR 1.00 X 0 0 0 REV MARK SEITZ DIRECTOR 1.00 X 0 0 0 MUSTAFA TAMEEZ DIRECTOR 1.00 X 0 0 0 GREGORY ZOELLER DIRECTOR 1.00 1.00 X 0 0 0 JENNIE MURRAY PRESIDENT & CEO 34.70 5.30 X 246255 37613 33906 DAWN BYRNE CFO & COO 37.70 2.30 X 188045 11472 43294 EMILY FOSTER CHIEF OF PUBLIC AFFAIRS 39.10 0.90 X 181121 4169 15112 JEANNE ATKINSON CHIEF PROGRAMS OFFICER 38.70 1.30 X 178910 6010 6962 FRANCELA CHI DE CHINCHILLA CHIEF ADVANCEMENT OFFICER(AS OF JAN) 34.00 6.00 X 132967 23465 27841 ADAM ESTLE SVP OF FIELD AND CONSTITUENCIES 35.30 4.70 X 126669 16865 38361 LAURENCE BENENSON VP, POLICY & ADVOCACY 34.30 5.70 X 124535 20695 11795 DANIEL GORDON VP OF STRATEGIC COMMUNICATIONS 37.90 2.10 X 120011 6650 28276 ANA NEGOESCU AVP BUSINESS ENGAGEMENT 40.00 X 110690 0 9502 1409203 126939 215049 11 0 1 0 MONUMENT POLICY GROUP LLC 975 F STREET NW SUITE 400B WASHINGTON DC 20004 RECRUITMENT & RELATIONSHIP 106077 LIFT STRATEGY & CONSULTING INC 8465 PINE CONE ROAD COLORADO SPRINGS CO 80908 CONSULTING 100295 2 134402 3176605 3311007 PROGRAM SERVICE INCOME 900099 279246 279246 279246 253241 253241 OTHER INCOME 900099 38553 38553 HONORARIUM 900099 2476 2476 REIMBURSEMENTS 900099 1100 1100 42129 3885623 279246 0 295370 X 886056 818643 32674 34739 2192992 1712405 198305 282282 121420 94734 10614 16072 352567 288197 27041 37329 236008 194815 15737 25456 198 198 19810 19810 11400 11400 1453348 1434221 5840 13287 57940 57940 81883 70867 4976 6040 312402 256531 22989 32882 216183 195143 26 21014 172073 168894 249 2930 320 320 41573 34135 3061 4377 16360 16360 DUES AND PUBLICATIONS 296552 271703 2801 22048 COMMISSARY 16378 15613 203 562 6485463 5613841 361204 510418 347687 328883 428880 342886 25000 50000 1268310 1146194 151995 122116 7826548 5189892 2667365 2437826 11447475 8471603 366068 282697 3048559 2755898 3414627 3038595 X 3460578 3452869 4572270 1980139 8032848 5433008 11447475 8471603 -2599840 0 X X 0 1 X 1 0 X 6351121 6105492 4688800 6268085 3311007 26724505 6351121 6105492 4688800 6268085 3311007 26724505 6323073 20401432 6966 744 37276 173593 253241 471820 4328 8101 15550 1250 2476 31705 27228030 890602 0.74930 0.78050 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2020 AMOUNT: $ 4,328. 2021 AMOUNT: $ 8,101. REIMBURSEMENT - 2022 AMOUNT: $ 11,880. BOOK SALES - 2022 AMOUNT: $ 1,870. HONORARIUM - 2022 AMOUNT: $ 1,800. 2023 AMOUNT: $ 1,250. 2024 AMOUNT: $ 2,476. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15871 30596 46467 6438996 6485463 474273 118568 0 0 421393 425262 474193 474273 1795121 2692682 80877 71398 145465 46467 344207 105348 106316 118548 118568 448780 673170 55857 21162 94133 15871 187023 455638 455638 0 35844 35844 0 776828 654712 122116 122116 SECURITY DEPOSITS 28178 DUE FROM THE ACTION FUND 70594 RIGHT-OF-USE ASSETS - OPERATING LEASE 2339054 2437826 OPERATING LEASE LIABILITY 2755898 2755898 X PART X, LINE 2: THE ORGANIZATION FOLLOWS THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ACCOUNTING STANDARDS CODIFICATION TOPIC 740-10, INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. IT IS THE ORGANIZATION'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN INCOME TAX EXPENSES. THE ORGANIZATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2024 AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION ON THE CONSLIDATED FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. THE STATUTE OF LIMITATIONS GENERALLY REMAINS OPEN FOR THREE TAX YEARS WITH THE U.S. FEDERAL JURISDICTION OR THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE ORGANIZATION FILES TAX RETURNS. X X X X 0 0 0 0 0 0 0 0 0 JENNIE MURRAY PRESIDENT & CEO 246255 37613 0 0 0 0 18469 2821 10944 1672 275668 42106 0 0 DAWN BYRNE CFO & COO 188045 11472 0 0 0 0 15203 927 25602 1562 228850 13961 0 0 EMILY FOSTER CHIEF OF PUBLIC AFFAIRS 181121 4169 0 0 0 0 13819 318 953 22 195893 4509 0 0 JEANNE ATKINSON CHIEF PROGRAMS OFFICER 178910 6010 0 0 0 0 5381 181 1354 46 185645 6237 0 0 FRANCELA CHI DE CHINCHILLA CHIEF ADVANCEMENT OFFICER(AS OF JAN) 132967 23465 0 0 0 0 2045 361 21620 3815 156632 27641 0 0 ADAM ESTLE SVP OF FIELD AND CONSTITUENCIES 126669 16865 0 0 0 0 9954 1325 23900 3182 160523 21372 0 0 LAURENCE BENENSON VP, POLICY & ADVOCACY 124535 20695 0 0 0 0 9340 1552 774 129 134649 22376 0 0 DANIEL GORDON VP OF STRATEGIC COMMUNICATIONS 120011 6650 0 0 0 0 9409 521 17383 963 146803 8134 0 0 EXPENDITURE OF ASSETS FOR EXEMPT PURPOSE 2024-12-31 5613841 COST 0 0 0 0 PART II, LINE 2E: EXPLANATION OF INVOLVEMENT: THE FORUM EXPERIENCED A SIGNIFICANT INCREASE IN REVENUE IN 2023, WHICH WAS FULLY EXPENDED ON PROGRAM AND OPERATIONAL ACTIVITIES IN 2024. AS A RESULT, NET ASSETS DECREASED BY MORE THAN 25% COMPARED TO THE PRIOR YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE FORUM'S FORM 990 IS FIRST PREPARED BY ITS INDEPENDENT ACCOUNTANTS AND THEN REVIEWED BY THE FINANCE DEPARTMENT. IT IS SUBSEQUENTLY REVIEWED BY THE EXECUTIVE TEAM, INCLUDING THE PRESIDENT AND CEO, BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO MEMBERS OF THE BOARD OF DIRECTORS AND STAFF. THE POLICY IS REVIEWED AT THE BOARD OF DIRECTORS AND STAFF MEETINGS AT LEAST ANNUALLY. ALSO, BOARD MEMBERS AND STAFF RECEIVE A HARD COPY OF THE POLICY ANNUALLY AND MUST SIGN TO ACKNOWLEDGE RECEIPT AND UNDERSTANDING AND TO AGREE TO ADHERE TO THE POLICY. THE BOARD OF DIRECTOR IS ASKED TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST WITH RESPECT TO RELATIONSHIPS AND BUSINESS TRANSACTIONS ANNUALLY. DETERMINATIONS ARE MADE AT THE MANAGEMENT LEVEL FOR STAFF AND AT THE BOARD LEVEL FOR MANAGEMENT LEVEL STAFF AND BOARD MEMBERS. THE FORUM BOARD ADOPTED A CONFLICT OF INTEREST POLICY IN 1998. THE CURRENT CONFLICT OF INTEREST POLICY AND SEPARATE WHISTLEBLOWER POLICY WERE UNANIMOUSLY ADOPTED BY THE BOARD OF DIRECTORS IN 2008. THE BOARD INTENDED THIS TO COMMUNICATE TO STAFF THAT THE BOARD WILL SUPPORT ANY STAFF PERSON WHO REPORTS POSSIBLE CONFLICTS OF INTEREST OR ILLEGAL BEHAVIOR UNDER THESE POLICIES. FINANCIAL CONTROLS ARE IN PLACE TO SAFEGUARD AGAINST FINANCIAL CONFLICT OF INTEREST. PERSONS WITH A POTENTIAL CONFLICT ARE PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION BEING REVIEWED/INVESTIGATED. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS SERVES AS THE COMPENSATION COMMITTEE FOR THE PRESIDENT & CEO. THE COMMITTEE IS ASKED TO COMPLETE A QUESTIONNAIRE TO EVALUATE THE PERFORMANCE OF THE PRESIDENT & CEO. THE QUESTIONNAIRE GATHERS QUALITATIVE AND QUANTITATIVE EVALUATIONS. THE BOARD CHAIR MEETS WITH THE PRESIDENT & CEO TO COMMUNICATE THE RESULTS OF THE EVALUATION. COMPENSATION DECISIONS ARE BASED ON SEVERAL CONSIDERATIONS INCLUDING PERFORMANCE, FINANCIAL POSITION OF THE ORGANIZATION, GROWTH OF THE ORGANIZATION, COMPENSATION OF OTHER NON PROFIT ORGANIZATIONS IN THE WASHINGTON, DC AREA AND THE FEDERAL GOVERNMENT. THE PROCESS WAS LAST CONDUCTED IN DECEMBER 2022. THE PRESIDENT & CEO HAS NOT RECEIVED ANY NON-COLA ADJUSTMENTS SINCE HER HIRE IN 2022. OTHER STAFF COMPENSATION DECISIONS ARE BASED ON MAINTAINING HIGH LEVEL OF PERFORMANCE, FINANCIAL POSITION OF THE ORGANIZATION, COMPENSATION OF OTHER NON PROFIT ORGANIZATIONS IN THE WASHINGTON, DC AREA AND THE FEDERAL GOVERNMENT. COMPENSATION DECISIONS ARE MADE BY AT LEAST TWO MANAGERS, INCLUDING THE PRESIDENT & CEO AND CHIEF FINANCIAL & OPERATING OFFICER. THE PROCESS WAS LAST CONDUCTED IN DECEMBER 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST OF THE MANAGEMENT OF THE ORGANIZATION. FORM 990, PART IX, LINE 11G CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 1,320,407. MANAGEMENT AND GENERAL EXPENSES 5,840. FUNDRAISING EXPENSES 13,287. TOTAL EXPENSES 1,339,534. RECRUITMENT & RELATIONSHIP: PROGRAM SERVICE EXPENSES 106,077. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 106,077. PROFESSIONAL DEVELOPMENT: PROGRAM SERVICE EXPENSES 7,737. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,737. FORM 990, PART XII, LINE 12C: THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PREVIOUS YEAR. NATIONAL IMMIGRATION FORUM ACTION FUND 10 G STREET NE SUITE 500 WASHINGTON DC 20002 264718617 IMMIGRATION POLICY ADVOCACY DC 501(C)(4) NATIONAL IMMIGRATION FORUM 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 NATIONAL IMMIGRATION FORUM ACTION FUND N 123424 FMV NATIONAL IMMIGRATION FORUM ACTION FUND O 362424 ACTUAL AMOUNT TRACKED TIME NATIONAL IMMIGRATION FORUM ACTION FUND Q 565372 ACTUAL AMOUNT PAID