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Nonprofiteer
← CONGRESSIONAL MANAGEMENT FOUNDATION

Form 990 for tax year 2023

Filed by CONGRESSIONAL MANAGEMENT FOUNDATION.

Totals

Total revenue
$933,284
Total expenses
$1,277,900
Contributions and grants received
$90,378
Grants paid
$0
Program service revenue
$842,644
Investment income
$262
Other revenue
$0
Total assets, end of year
$794,979
Total liabilities, end of year
$542,969
Net assets or fund balances, end of year
$252,010
Program services expenses (Part IX)
$1,146,713
Management and general expenses
$128,799
Fundraising expenses
$2,388
Program service expenses (Part III)
$1,146,713

Program services were 89.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $90,378

  • 2a · Program service revenue: TRAINING & CONSULTING

    total $335,408 · related or exempt $335,408

  • 2b · Program service revenue: MEMBERSHIP DUES

    total $318,066 · related or exempt $318,066

  • 2c · Program service revenue: EVENTS

    total $189,170 · related or exempt $189,170

  • 3 · Investment income

    total $262 · excluded $262

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $426,289 · program services $379,355 · management and general $46,636 · fundraising $298

  • 7 · Other salaries and wages

    total $336,896 · program services $299,812 · management and general $36,848 · fundraising $236

  • 8 · Pension plan contributions

    total $10,136 · program services $9,021 · management and general $1,109 · fundraising $6

  • 9 · Other employee benefits

    total $24,824 · program services $22,089 · management and general $2,716 · fundraising $19

  • 10 · Payroll taxes

    total $55,818 · program services $49,679 · management and general $6,099 · fundraising $40

  • 11c · Fees: accounting

    total $21,238 · program services $9,533 · management and general $11,034 · fundraising $671

  • 11g · Fees: other

    total $79,063 · program services $79,063

  • 12 · Advertising and promotion

    total $516 · management and general $516

  • 13 · Office expenses

    total $21,860 · program services $21,544 · management and general $170 · fundraising $146

  • 14 · Information technology

    total $70,170 · program services $66,061 · management and general $3,640 · fundraising $469

  • 16 · Occupancy

    total $138,374 · program services $126,069 · management and general $12,215 · fundraising $90

  • 17 · Travel

    total $20,185 · program services $14,032 · management and general $6,153

  • 19 · Conferences, conventions and meetings

    total $47,513 · program services $46,825 · management and general $370 · fundraising $318

  • 22 · Depreciation, depletion and amortization

    total $528 · program services $521 · management and general $4 · fundraising $3

  • 23 · Insurance

    total $10,755 · program services $9,572 · management and general $1,183

  • 24a · Other expenses: TRAINING

    total $7,565 · program services $7,456 · management and general $58 · fundraising $51

  • 24b · Other expenses: EQUIPMENT RENTAL & MAIN

    total $6,170 · program services $6,081 · management and general $48 · fundraising $41

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $491,497 · end of year $484,410

  • 3 · Pledges and grants receivable

    beginning of year $300,000 · end of year $0

  • 4 · Accounts receivable

    beginning of year $27,012 · end of year $38,996

  • 9 · Prepaid expenses and deferred charges

    beginning of year $11,175 · end of year $11,175

  • 10a · Land, buildings and equipment: cost or other basis

    $54,741

  • 10b · Land, buildings and equipment: accumulated depreciation

    $52,166

  • 10c · Land, buildings and equipment, net

    beginning of year $3,103 · end of year $2,575

  • 15 · Other assets

    beginning of year $364,639 · end of year $257,823

  • 17 · Accounts payable and accrued expenses

    beginning of year $16,624 · end of year $73,248

  • 19 · Deferred revenue

    beginning of year $240,047 · end of year $223,259

  • 25 · Other liabilities

    beginning of year $344,129 · end of year $246,462

  • 27 · Net assets without donor restrictions

    beginning of year $296,626 · end of year $252,010

  • 28 · Net assets with donor restrictions

    beginning of year $300,000 · end of year $0

Mission and programs · 2023

Mission

A NON-PARTISAN ORGANIZATION DEDICATED TO HELPING CONGRESS BECOME A MORE PRODUCTIVE AND EFFECTIVE INSTITUTION THROUGH BETTER MANAGEMENT. THE ORGANIZATION ALSO EDUCATES AND TRAINS CITIZENS ON EFFECTIVELY COMMUNICATING TO ELECTED OFFICIALS.

Activities or mission (Part I)

SEE SCHEDULE O. NON-PARTISAN ORGANIZATION DEDICATED TO HELPING CONGRESS BECOME A MORE PRODUCTIVE AND EFFECTIVE INSTITUTION THROUGH BETTER MANAGEMENT. THE ORGANIZATION DOES NOT SEEK TO CHANGE CONGRESS BY LOBBYING FOR INSTITUTIONAL REFORM.

  • CMF PROVIDES ADVANCED "ADVOCACY ACADEMY" TRAINING PROGRAMS TO ORGANIZATIONS TO ENHANCE THEIR CAPACITY TO EFFECTIVELY ENGAGE CONGRESS, INCLUDING MULTIPLE WEBINARS ON ADVOCACY PRACTICES AND ONE-DAY BOOTCAMPS FOR ADVOCATES. ALSO, CMF AND THE GOVERNMENT AFFAIRS INSTITUTE AT GEORGETOWN UNIVERSITY (GAI) CONDUCT JOINT MULTI-DAY TRAINING ON LEGISLATIVE OPERATIONS FOR CONGRESSIONAL STAFF.

    Expenses $14,614 · Revenue $153,011

  • PARTNERSHIP FOR A MORE PERFECT UNION- CMF'S PARTNERSHIP FOR A MORE PERFECT UNION IS DEDICATED TO ENRICHING THE RELATIONSHIP BETWEEN CITIZENS AND CONGRESS BY COMPREHENSIVELY ADDRESSING THE DETERIORATING RELATIONSHIP AND COMMUNICATIONS CHALLENGES FACED BY BOTH SIDES.THE GOAL OF THE PARTNERSHIP IS TO FURTHER MEANINGFUL CIVIC ENGAGEMENT THROUGH EDUCATION, RE-ESTABLISHING TRUST, AND PROVIDING INNOVATIVE YET PRAGMATIC TOOLS TO FACILITATE PURPOSEFUL TWO-WAY COMMUNICATION. CMF PROVIDES ITS PARTNERS WHO PAY ANNUAL SUBSCRIPTION FEES WITH A NUMBER OF BENEFITS INCLUDING IN-PERSON SPEECHES, ONLINE TRAININGS (WEBINARS), ROUNDTABLE PRESENTATIONS ON EFFECTIVE ADVOCACY AND REUSABLE CONTENT BASED ON CMF'S RESEARCH.

    Expenses $50,621 · Revenue $318,066

  • DEMOCRACY AWARDS - CMF CONDUCTS AN ANNUAL AWARDS PROGRAM. THE DEMOCRACY AWARDS ARE PRESENTED TO CONGRESSIONAL OFFICES, ALLOWING STAFF TO SHARE IN THE CREDIT FOR THE ACHIEVEMENT AND RECOGNIZING THE REALITY THAT A DEGREE OF SUCCESS FOR MEMBERS OF CONGRESS IS DUE TO THE EMPLOYEES THEY HIRE AND MANAGE. BY CREATING AN AWARDS SYSTEM, CMF SEEKS TO: RECOGNIZE AND APPLAUD LEGISLATORS AND STAFF WHO TRULY DESERVE ACKNOWLEDGMENT FOR THEIR BEST PRACTICES IN THE SERVICE OF THE CONGRESS; PROVIDE EXAMPLES FOR CONGRESSIONAL COLLEAGUES TO EMULATE, THEREBY ENHANCING THE ENTIRE INSTITUTION; ENHANCE AND IMPROVE PUBLIC UNDERSTANDING AND TRUST IN CONGRESS. THROUGH THIS PROGRAM CMF IDENTIFIES BEST PRACTICES IN PUBLIC SERVICE AND DISSEMINATES THOSE PRACTICES THROUGHOUT THE CONGRESS.

    Expenses $48,544 · Revenue $183,170

  • OTHER PROGRAMS INCLUDE WORKING WITH INDIVIDUAL MEMBERS OF CONGRESS AND THEIR STAFF TO MAKE OPERATING IMPROVEMENTS.

    Expenses $1,032,934 · Revenue $188,397

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Amy Sandgren Plaster

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Brooke Sheldon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • David Whitestone

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Domenika Lynch

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tami Buckner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Marcela Zamora

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Nancy Hammer

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Shaun Garrison

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Stefania Yanochov

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Steven Bosaker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Donatotramuto

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Bradford Fitch

    PRESIDENT & CEO

    Total calculated
    $176,948
    From this org
    $149,789
    From related orgs
    $0
    Other
    $27,159
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $149,789
    Bonus
    $0
    Other
    $0
    Deferred
    $5,992
    Nontaxable benefits
    $21,167
    Filer's total
    $176,948

  • Nicole Fold Cooper

    DIRECTOR OF PUBLICATIONS AND RESEARCH

    Total calculated
    $101,136
    From this org
    $97,246
    From related orgs
    $0
    Other
    $3,890
    Hours/week
    32

  • Lariocke Blanchard

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Jaime Werner

    DIRECTOR, PLANNING/EXTERNA

    Total calculated
    $148,205
    From this org
    $136,950
    From related orgs
    $0
    Other
    $11,255
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202403209349310740

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