2026-02-03T12:56:46-06:00 2024-12-31 HAN GROUP LLC 1020 19TH STREET NW SUITE 800 WASHINGTON DC 20036 990 2024-01-01 320280279 CONVERGENCE CENTER FOR POLICY RESOLUTION CONV 2028302310 1775 EYE STREET NW SUITE 1150-287 WASHINGTON DC 20006 BETH MILLER EXECUTIVE VICE PRESIDENT 2028302310 2026-02-03 1 1 JENNIFER S HAN P00633304 2022937000 2026-02-03 2024 2025-03-06 01:10:19Z X MARIAH LEVISON 1775 EYE STREET NW SUITE 1150-287 WASHINGTON DC 20006 2154456 0 X WWW.CONVERGENCEPOLICY.ORG X 2009 DC WE BUILD TRUST AND BRIDGE DIVIDES TO SOLVE CRITICAL ISSUES AND STRENGTHEN OUR DEMOCRACY. 18 16 14 76 0 0 1134488 1563635 206393 412107 23724 -10 0 76008 1364605 2051740 0 0 0 0 2900249 1288817 0 0 212118 1114139 492077 4014388 1780894 -2649783 270846 607723 800275 186258 107964 421465 692311 X CONVERGENCE IS THE LEADING ORGANIZATION BRIDGING DIVIDES TO SOLVE CRITICAL ISSUES. WITH OUR TIME-TESTED COLLABORATIVE PROBLEM-SOLVING METHODOLOGY, WE BRING PEOPLE TOGETHER ACROSS IDEOLOGICAL, POLITICAL, & IDENTITY LINES TO IMPROVE THE LIVES OF AMERICANS&STRENGTHEN DEMOCRACY. 1 0 277903 73500 LEARNING LAB: LEARNING LAB INSPIRES AND EQUIPS LEADERS TO USE AND APPLY OUR COLLABORATIVE PROBLEM-SOLVING METHODOLOGY THROUGH A SERIES OF CUSTOMIZED WORKSHOPS, TRAININGS, AND ONLINE LEARNING. THROUGH THE LAB, WE EMPOWER LEADERS FROM VARIOUS SECTORS, INCLUDING GOVERNMENT, ACADEMIA AND BUSINESS, WITH TOOLS AND APPROACHES TO ADDRESS COMPLEX ISSUES IN THEIR COMMUNITIES AND ORGANIZATIONS. THESE OFFERINGS LEVERAGE LESSONS LEARNED FROM OUR 15+ YEARS OF CONVENING COLLABORATIVES BY HELPING LEARNERS UNDERSTAND WHAT DRIVES DIVISION, BEGIN CULTIVATING A PROBLEM-SOLVING MINDSET, AND TEACHING EVIDENCE-BASED STRATEGIES FOR EFFECTIVE DIALOGUE AND COLLABORATIVE PROBLEM-SOLVING ON EVEN THE TOUGHEST ISSUES. IN 2024, WE:- CONDUCTED SEVERAL WORKSHOPS TO BRING OUR TOOLS AND APPROACHES TO LEADERS ACROSS THESE SECTORS.- BEGAN BUILDING A NEW ONLINE LEARNING CURRICULUM CALLED CONVERGENCE COMPASS.- STARTED A NEW PARTNERSHIP WITH THE NATIONAL ASSOCIATION OF COUNTIES TO BRING THE CONVERGENCE APPROACH TO LOCAL LEADERS.- COHOSTED BRIDGING DIVIDES IN CORPORATE AMERICA, A LEADERSHIP DEVELOPMENT SERIES.- RELEASED FROM CONFLICT TO CONVERGENCE: COMING TOGETHER TO SOLVE TOUGH PROBLEMS, A BOOK CO-AUTHORED BY CONVERGENCE LEADERS ROB FERSH AND MARIAH LEVISON.CONVERGENCE COLLABORATIVES: AT THE HEART OF OUR WORK IS OUR FLAGSHIP PROGRAMMING, CONVERGENCE COLLABORATIVES, WHERE WE ARE TACKLING SOME OF THE MOST PRESSING ISSUES FACING OUR NATION TODAY, INCLUDING CHILDCARE, HEALTH EQUITY, AND TRUSTWORTHY ELECTIONS. OUR COLLABORATIVES BRING TOGETHER LEADERS ON ALL SIDES OF ENTRENCHED ISSUES TO BUILD TRUST, DEVELOP SOLUTIONS AND CREATE UNLIKELY ALLIANCES TO CATALYZE IMPACT. ONCE PARTICIPANTS UNCOVER THAT THEY HAVE SHARED GOALS AND VALUES AND ONLY DISAGREE ABOUT HOW TO ACHIEVE THOSE SHARED GOALS AND VALUES, THEIR CONFLICT TRANSFORMS FROM A DESTRUCTIVE ONE TO A CONSTRUCTIVE ONE THAT CAN PUSH THINKING TO NEW LEVELS AND PRODUCE BREAKTHROUGH INSIGHTS. PARTICIPANTS IN OUR COLLABORATIVES ARE OFTEN SURPRISED AND DELIGHTED BY THE RELATIONSHIPS THEY BUILD, THE CONSENSUS THEY FIND, THE UNEXPECTED COALITIONS THEY FORM, AND THE ON-THE-GROUND RESULTS THEY ACHIEVE. OUR TRACK RECORD INCLUDES SPURRING CONSENSUS AND ACTION ON SOME OF THE MOST DIVISIVE ISSUES OF OUR TIME, INCLUDING THE COST OF HEALTH CARE, FAMILY POLICY, DIGITAL DISCOURSE, GUNS AND SUICIDE PREVENTION, FEDERAL BUDGET PROCESS, NUTRITION AND WELLNESS, AND K-12 EDUCATION.CONVERGENCE COLLABORATIVE ON SUPPORTS FOR WORKING FAMILIES: COMING TOGETHER AGAINST A BACKDROP OF HISTORIC POLARIZATION, THIS CROSS-PARTISAN, CROSS-SECTOR GROUP OF FAMILY POLICY LEADERS FOCUSED ON SUPPORTING THE FLOURISHING OF LOW-TO-MODERATE INCOME FAMILIES WITH YOUNG CHILDREN. IN 2024, WE:- RELEASED ITS BLUEPRINT FOR ACTION ALONGSIDE A BIPARTISAN EVENT AT THE U.S. SENATE CO-HOSTED BY SENATOR BILL CASSIDY (R-LA) AND SENATOR KIRSTEN GILLIBRAND (D-NY).- HELD AN EVENT AT THE BROOKINGS INSTITUTION THAT CENTERED ON A PANEL DISCUSSION ON HOW THE COLLABORATIVE REACHED CONSENSUS AND THE FOUR AREAS OF COMMON GROUND FOR WORKING FAMILIES.- AS PART OF THE ACTION PHASE OF THE PROJECT, PUBLISHED CALLS TO ACTION TAILORED FOR EACH SECTOR (PHILANTHROPY, FEDERAL GOVERNMENT, EMPLOYERS, AND STATE AND LOCAL GOVERNMENTS) AND CONTINUED MEETINGS FOCUSED ON THE CHANGING POLICY LANDSCAPE AND CHANGES TO THE ADMINISTRATION.- LAUNCHED A SPIN-OFF PROJECT ON CHILDCARE IN KENTUCKY IN PARTNERSHIP WITH THE KENTUCKY CHAMBER OF COMMERCE. 204776 25000 SOCIAL FACTORS OF HEALTH (SFOH): CONVERGENCE HAS LONG BEEN FOCUSED ON THE CHALLENGES OF HEALTH AND WELLBEING THAT ARE FACED BY AMERICANS, WHICH INCLUDES QUESTIONS AROUND DISPARITIES IN OUR HEALTH CARE SYSTEMS, DECLINING MENTAL HEALTH, AND INADEQUATE SYSTEMS OF CARE FOR FAMILIES AND AGING POPULATIONS WHO NEED THEM. OUR COLLABORATIVE ON SOCIAL FACTORS OF HEALTH IS WORKING TO CREATE THE BEST POLICY ENVIRONMENT FOR LOCAL EFFORTS AND PARTNERSHIPS TO IMPROVE HOUSEHOLD AND COMMUNITY HEALTH BY ADDRESSING SOCIAL FACTORS OF HEALTH. IN 2024, WE:- COMPLETED THE DISCOVERY AND DESIGN PHASE WITH A REPORT SUMMARIZING KEY FINDINGS TO GUIDE THE COLLABORATIVE.- PUBLICLY RELEASED ITS BLUEPRINT FOR ACTION ALONGSIDE A VIRTUAL WEBINAR AND IDENTIFIED SPECIFIC CALLS TO ACTION TAILORED BY SECTORS: FEDERAL GOVERNMENT, STATES, LOCAL GOVERNMENTS AND COMMUNITIES, AND THE PRIVATE SECTOR.- RELEASED TWO INDIVIDUAL PAPERS BY COLLABORATIVE MEMBERS: SUPPORT HEALTH PLAN INVESTMENTS TO IMPROVE SOCIAL FACTORS OF HEALTH AND STRENGTHENING THE DATA ECOSYSTEM. 185798 ECONOMIC OPPORTUNITY: THE U.S. ECONOMY'S INABILITY TO SUPPORT CONDITIONS IN WHICH AMERICANS CAN THRIVE AND ACHIEVE UPWARD MOBILITY THREATENS THE FOUNDATIONS OF OUR SOCIETY. BUILDING OFF PAST SUCCESSES IN THIS AREA, CONVERGENCE IS COMMITTED TO MAKING A STRONG IMPACT ON THIS FUNDAMENTAL CRISIS AND A WHOLE HOST OF RELATED ONES, INCLUDING UNEMPLOYMENT, HOUSING, FINANCIAL INSECURITY, RACIAL DISPARITIES, AND MORE. 143059 218607 CITIZEN SOLUTIONS 93539 TRUST IN ELECTIONS 90836 95000 DEMOCRACY 250 70505 COMMUNICATION 69127 KENTUCKY FAMILIES 49920 CLIMATE 5654 DIGITAL DISCOURSE 85376 OTHER PROGRAMS 608016 313607 1276493 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 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 1 8 0 1 14 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 AL AR CA CO CT FL GA IL ME MD MA MI MN NJ NY ND OH OR PA RI SC TN VA WA WI X SHANNYN HEYER 2028302310 62 BERWICK STREET BELMONT MA 02178 MARIAH LEVISON PRESIDENT AND CEO 40.00 X X 150600 0 5086 STUART BUTLER DIRECTOR & SENIOR VISITING FELLOW 6.00 X 30000 0 0 HERMAN ART TAYLOR CHAIR 1.50 X X 0 0 0 LISA DAVIS SECRETARY 1.00 X X 0 0 0 PETER GOLDSTONE TREASURER 1.00 X X 0 0 0 ELEANORA ELLIE BERTANI DIRECTOR 1.00 X 0 0 0 NEIL BRADLEY DIRECTOR 1.00 X 0 0 0 GREG CAMPBELL DIRECTOR 1.00 X 0 0 0 ROBERT FERSH DIRECTOR & FOUNDER 10.00 X 0 0 0 ROMANITA HAIRSTON DIRECTOR 1.00 X 0 0 0 LINDA LORELLE DIRECTOR 1.00 X 0 0 0 MANU MEEL DIRECTOR 1.00 X 0 0 0 JEAN MOLINO DIRECTOR 2.00 X 0 0 0 LEAH RAY SEID DIRECTOR 1.00 X 0 0 0 SELIKA JOSIAH TALBOTT DIRECTOR 1.00 X 0 0 0 LINDSAY TORRICO DIRECTOR 1.00 X 0 0 0 JEFFREY WEISSGLASS DIRECTOR 2.00 X 0 0 0 ALISON ACOSTA WINTERS DIRECTOR 1.00 X 0 0 0 KATHARINE CASSATA CHIEF OPERATING OFFICER (THRU OCT) 40.00 X 162518 0 4039 BETH MILLER EXECUTIVE VICE PRESIDENT 40.00 X 148884 0 9302 CHRISTOPHER CHALBERG SENIOR DIRECTOR OF PROGRAMS 40.00 X 147665 0 8718 MONIKA GLOWACKI SR. DIRECTOR OF RESEARCH & PROGRAMS 40.00 X 140163 0 5086 779830 0 32231 5 0 1 0 0 1563635 102716 1563635 CONTRACTS 900099 412107 412107 412107 288 288 102418 102716 -298 -298 -298 REVERSAL OF ALLOWANCE 900099 75000 75000 REWARDS 900099 1008 1008 76008 2051740 412107 0 75998 X 352243 108261 150143 93839 790554 725031 65523 25117 23945 1172 31465 27347 4118 89438 68269 7877 13292 82590 82590 1874 1874 258277 255247 1946 1084 828 828 26471 14036 6785 5650 28185 17220 4798 6167 2813 2124 253 436 37479 14982 9579 12918 26573 17685 3479 5409 12794 12794 5969 1518 4149 302 REGISTRATION FEES 8224 6016 2208 1780894 1276493 292283 212118 311440 228203 29323 10471 234929 373631 1320 801 6859 8778 211369 32978 23852 178391 607723 800275 117651 107964 68607 186258 107964 X 72246 201480 349219 490831 421465 692311 607723 800275 270846 0 X X 0 1 X 1 0 X 1402242 6528398 1988601 1134488 1563635 12617364 1402242 6528398 1988601 1134488 1563635 12617364 2372296 10245068 67918 5100 15555 24919 288 113780 2674 2674 12733818 959273 0.80460 0.70900 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2021 AMOUNT: $ 2,674. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15796 14396 1400 195573 18582 176991 178391 X 2051931 77065 77065 1974866 1874 75000 76874 2051740 1781085 77065 77065 1704020 1874 75000 76874 1780894 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 IN THE 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. PART XI, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN ALLOWANCE FOR CREDIT LOSSES 75,000. PART XII, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN ALLOWANCE FOR CREDIT LOSSES 75,000. X 1 0 0 0 0 0 0 0 0 KATHARINE CASSATA CHIEF OPERATING OFFICER (THRU OCT) 131268 0 0 0 31250 0 3800 0 239 0 166557 0 0 0 BETH MILLER EXECUTIVE VICE PRESIDENT 148884 0 0 0 0 0 4800 0 4502 0 158186 0 0 0 CHRISTOPHER CHALBERG SENIOR DIRECTOR OF PROGRAMS 147665 0 0 0 0 0 3450 0 5268 0 156383 0 0 0 MARIAH LEVISON PRESIDENT AND CEO 150600 0 0 0 0 0 4800 0 286 0 155686 0 0 0 PART I, LINE 4A A SEVERANCE PAYMENT WAS MADE TO KATHARINE CASSATA, THE CHIEF OPERATING OFFICER, IN CONNECTION WITH HER SEPARATION FROM THE ORGANIZATION. THE AMOUNT AND TERMS OF THE PAYMENT WERE DETERMINED BASED ON THE EMPLOYEE'S ROLE, LENGTH OF SERVICE, AND THE CIRCUMSTANCES OF THE SEPARATION, AND WERE APPROVED IN ACCORDANCE WITH THE ORGANIZATION'S COMPENSATION AND GOVERNANCE POLICIES. 1. KATHARINE CASSATA - $31,250 X 2 102716 FMV 0 1 0 PART I, COLUMN (B): THE TOTAL REPRESENTED IN PART I, COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS THAT WERE RECEIVED FOR THE YEAR ENDED DECEMBER 31, 2024. FORM 990, PART III, LINE 2 CONVERGENCE LEADERS MARIAH LEVISON (CURRENT CEO) AND ROBERT FERSH (FOUNDER AND FIRST CEO) PUBLISHED THEIR BOOK ON COLLABORATIVE PROBLEM-SOLVING IN JULY 2024 TITLED, FROM CONFLICT TO CONVERGENCE: COMING TOGETHER TO SOLVE TOUGH PROBLEMS. THE BOOK GOES HAND-IN-HAND WITH THE PURPOSE OF THE CONVERGENCE LEARNING LAB, SO IN 2024, WE STARTED THINKING THROUGH WAYS IN WHICH TO INCORPORATE THE BOOK INTO OUR LEARNING LAB WORK. WE HAVE STARTED TO RECOMMEND THE BOOK AS PART OF SOME TRAININGS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT. AFTER THE DRAFT IS COMPLETE, IT IS REVIEWED BY THE ORGANIZATION'S ACCOUNTANT PRIOR TO DISTRIBUTING TO THE PRESIDENT, TREASURER, AND FINANCE DIRECTOR FOR THEIR REVIEW. CHANGES ARE SUBMITTED BACK TO THE FORM 990 PREPARER AND THEN A FINAL COPY IS PRODUCED. THE FINAL COPY IS SENT TO THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS AND OFFICERS REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY EACH YEAR. THE POLICY INCLUDES A DUTY TO REPORT ANY POSSIBLE CONFLICTS. THE COMPLETED FORMS ARE REVIEWED BY THE AUDIT COMMITTEE, WHICH CAN RAISE CONFLICTS TO THE NOTICE OF THE FULL BOARD OF DIRECTORS AS NEEDED. FORM 990, PART VI, SECTION B, LINE 15A THE PRESIDENT AND CEO'S SALARY IS DETERMINED BY THE BOARD OF DIRECTORS, WHO MAY CONSULT SALARY INFORMATION FROM SIMILAR ORGANIZATIONS. THE BOARD OF DIRECTORS' DISCUSSION AND DETERMINATION ARE RECORDED IN THE BOARD'S MEETING MINUTES. THE PROCESS WAS CONDUCTED IN DECEMBER 2024. FORM 990, PART VI, SECTION B, LINE 15B: THE SALARIES OF OTHER OFFICERS AND KEY EMPLOYEES ARE DETERMINED BY CONVERGENCE'S PRESIDENT AND CEO, WHO USES CONVERGENCE'S SALARY BANDS AVAILABLE TO ALL STAFF AS A GUIDE AND WHO MAY CONSULT SALARY INFORMATION FROM SIMILAR ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 247,426. MANAGEMENT AND GENERAL EXPENSES 500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 247,926. PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 3,446. MANAGEMENT AND GENERAL EXPENSES 1,337. FUNDRAISING EXPENSES 660. TOTAL EXPENSES 5,443. FACILITATION: PROGRAM SERVICE EXPENSES 4,200. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,200. HR-RECRUITING: PROGRAM SERVICE EXPENSES 175. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 424. TOTAL EXPENSES 599. STAFF TRAINING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 109. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 109. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PAGE 1, ITEM B - EXPLANATION OF AMENDED RETURN FORM 990 IS BEING AMENDED TO CORRECT A CLASSIFICATION ERROR ON PART VIII, STATEMENT OF REVENUE. SPECIFICALLY, CERTAIN GENERAL CONTRIBUTIONS WERE INADVERTENTLY REPORTED ON LINE 1E (GOVERNMENT GRANTS) INSTEAD OF LINE 1F (ALL OTHER CONTRIBUTIONS). THIS RECLASSIFICATION DOES NOT CHANGE THE TOTAL REVENUE REPORTED ON LINE 1H OR PART I, LINE 12. NO OTHER CHANGES HAVE BEEN MADE TO THE FINANCIAL DATA OR GOVERNANCE DISCLOSURES PREVIOUSLY FILED.