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Nonprofiteer
← POLICYLINK

Form 990 for tax year 2022

Filed by POLICYLINK.

Totals

Total revenue
$46,107,101
Total expenses
$53,333,535
Contributions and grants received
$42,713,016
Grants paid
$17,208,269
Program service revenue
$2,902,239
Investment income
$491,846
Other revenue
$0
Total assets, end of year
$110,956,916
Total liabilities, end of year
$15,002,391
Net assets or fund balances, end of year
$95,954,525
Program services expenses (Part IX)
$42,582,129
Management and general expenses
$9,410,931
Fundraising expenses
$1,340,475
Program service expenses (Part III)
$42,582,129

Program services were 79.8% 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

    $42,713,016

  • 2a · Program service revenue: CONTRACT REVENUE

    total $2,824,818 · related or exempt $2,824,818

  • 2b · Program service revenue: HONORARIA

    total $77,421 · related or exempt $77,421

  • 3 · Investment income

    total $494,098 · excluded $494,098

  • 7a · Gross sales of assets other than inventory

    securities $105,408,375

  • 7b · Less cost or other basis and sales expenses

    securities $105,408,375 · other assets $2,252

  • 7c · Gain or loss

    securities $0 · other assets -$2,252

  • 7d · Net gain or loss

    total -$2,252 · excluded -$2,252

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $17,208,269 · program services $17,208,269

  • 5 · Compensation of officers, directors and key employees

    total $1,907,709 · program services $764,227 · management and general $574,789 · fundraising $568,693

  • 7 · Other salaries and wages

    total $9,620,855 · program services $8,051,665 · management and general $1,184,772 · fundraising $384,418

  • 8 · Pension plan contributions

    total $660,811 · program services $536,060 · management and general $89,059 · fundraising $35,692

  • 9 · Other employee benefits

    total $1,256,036 · program services $1,053,265 · management and general $167,120 · fundraising $35,651

  • 10 · Payroll taxes

    total $768,639 · program services $592,226 · management and general $115,335 · fundraising $61,078

  • 11b · Fees: legal

    total $100,474 · program services $43,157 · management and general $57,317

  • 11c · Fees: accounting

    total $56,000 · management and general $56,000

  • 11f · Fees: investment management

    total $32,123 · management and general $32,123

  • 11g · Fees: other

    total $12,994,005 · program services $11,791,424 · management and general $1,066,613 · fundraising $135,968

  • 12 · Advertising and promotion

    total $103,390 · program services $98,505 · management and general $4,885

  • 13 · Office expenses

    total $410,362 · program services $267,913 · management and general $129,250 · fundraising $13,199

  • 14 · Information technology

    total $535,886 · program services $279,059 · management and general $241,249 · fundraising $15,578

  • 16 · Occupancy

    total $1,015,777 · program services $800,095 · management and general $168,117 · fundraising $47,565

  • 17 · Travel

    total $429,960 · program services $301,433 · management and general $94,580 · fundraising $33,947

  • 18 · Travel or entertainment for public officials

    total $50,636 · program services $50,636

  • 19 · Conferences, conventions and meetings

    total $932,715 · program services $689,562 · management and general $237,708 · fundraising $5,445

  • 22 · Depreciation, depletion and amortization

    total $14,573 · program services $11,901 · management and general $1,966 · fundraising $706

  • 23 · Insurance

    total $156,195 · program services $42,732 · management and general $110,928 · fundraising $2,535

  • 24a · Other expenses: UNCOLLECT. RECEIVABLES

    total $5,079,120 · management and general $5,079,120

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,426,581 · end of year $6,798,515

  • 2 · Savings and temporary cash investments

    beginning of year $2,457,026 · end of year $9,193,687

  • 3 · Pledges and grants receivable

    beginning of year $27,138,444 · end of year $16,261,436

  • 4 · Accounts receivable

    beginning of year $133,757 · end of year $299,078

  • 9 · Prepaid expenses and deferred charges

    beginning of year $189,359 · end of year $830,094

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

    $2,218,612

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

    $76,106

  • 10c · Land, buildings and equipment, net

    beginning of year $1,117,397 · end of year $2,142,506

  • 11 · Investments: publicly traded securities

    beginning of year $77,733,249 · end of year $70,225,296

  • 12 · Investments: other securities

    beginning of year $1,260,000 · end of year $1,335,000

  • 15 · Other assets

    beginning of year $73,129 · end of year $3,871,304

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,425,164 · end of year $4,280,996

  • 18 · Grants payable

    beginning of year $6,693,328 · end of year $6,701,289

  • 19 · Deferred revenue

    beginning of year $0 · end of year $75,000

  • 25 · Other liabilities

    beginning of year $529,694 · end of year $3,945,106

  • 27 · Net assets without donor restrictions

    beginning of year $46,893,391 · end of year $56,954,323

  • 28 · Net assets with donor restrictions

    beginning of year $56,987,365 · end of year $39,000,202

Mission and programs · 2022

Mission

POLICYLINK IS A NATIONAL RESEARCH AND ACTION INSTITUTE ADVANCING RACIAL AND ECONOMIC EQUITY BY LIFTING UP WHAT WORKS.

Activities or mission (Part I)

POLICYLINK IS A NATIONAL RESEARCH AND ACTION INSTITUTE (CONTINUE ON SCHEDULE O)ADVANCING RACIAL AND ECONOMIC EQUITY BY LIFTING UP WHAT WORKS.

  • EQUITABLE ECONOMY - THIS PORTFOLIO IS DEDICATED TO PROMOTING ECONOMIC INCLUSION AND OWNERSHIP TO ELIMINATE POVERTY, SHRINK INEQUALITY, AND INCREASE MOBILITY. THIS PROGRAM INCLUDES ALL-IN-CITIES, NATIONAL EQUITY ATLAS, BAY AREA EQUITY ATLAS, THE FEDERAL JOB GUARANTEE, RACIAL WEALTH GAP, CORPORATE RACIAL EQUITY INDEX AND FINANCIAL SECURITY AND IS A BODY OF WORK DRIVEN BY DATA AND DEMOGRAPHIC ANALYSIS THAT IS APPLIED TO THE DEVELOPMENT OF POLICY PROPOSALS AND STRATEGY DEVELOPMENT TO SECURE OPPORTUNITY FOR ALL, INCLUDING PEOPLE IN LOW INCOME COMMUNITIES AND COMMUNITIES OF COLOR. THESE PROGRAMS ARE DESIGNED TO FURTHER THE DEVELOPMENT OF AN EQUITABLE ECONOMY: ONE IN WHICH WORKING-CLASS PEOPLE AND PEOPLE OF COLOR HAVE GOOD JOBS, ECONOMIC SECURITY, RISING STANDARDS OF LIVING, AND INCREASED VOICE, POWER, AND OWNERSHIP.

    Expenses $9,276,078 · Grants $950,674 · Revenue $916,955

  • HEALTHY COMMUNITIES OF OPPORTUNITY - THIS PORTFOLIO IS DEDICATED TO CREATING AND MAINTAINING OPPORTUNITY-RICH COMMUNITIES IN ALL NEIGHBORHOODS AND ALL REGIONS OF THE COUNTRY THROUGH STRONG NETWORKS AND SOCIAL CAPITAL, EQUITABLE DEVELOPMENT, AND INFRASTRUCTURE INVESTMENTS THAT ENABLE LOW-INCOME PEOPLE AND COMMUNITIES OF COLOR TO THRIVE. WORK IN THIS AREA INCLUDES ADVANCING HOUSING JUSTICE, ADVOCATING FOR EQUITABLE INFRASTRUCTURE INVESTMENTS, CULTIVATING INCLUSIVE SOCIAL ENTERPRISES IN AN EQUITABLE FOOD SYSTEM, PUSHING FOR WATER JUSTICE AND CLIMATE RESILIENCE, AND SUPPORTING CRADLE-TO-CAREER POLICIES AND PRACTICES. THIS PROGRAM INCLUDES SUCH PROJECTS AS ANTI-DISPLACEMENT POLICY NETWORK; AFFIRMATIVELY FURTHERING FAIR HOUSING; WATER EQUITY AND CLIMATE RESILIENCE CAUCUS; THE CONVERGENCE PARTNERSHIP; CRADLE-TO-CAREER ADVOCACY; BUILDING AND SUSTAINING HEALTHY COMMUNITIES; HEALTHY FOOD PROCUREMENT; HEALTH EQUITY FELLOWSHIP FOR SYSTEMS CHANGE LEADERS; COMMUNITY DEVELOPMENT INVESTMENT INITIATIVE; AND ARTS, CULTURE, AND EQUITABLE DEVELOPMENT INITIATIVE.

    Expenses $7,828,733 · Grants $2,655,205 · Revenue $26,400

  • JUST SOCIETY - THIS PORTFOLIO IS DEDICATED TO BUILDING POWER AND EXPANDING AGENCY TO ENSURE THAT ALL SYSTEMS AND INSTITUTIONS ARE JUST, FREE OF RACIAL BIAS, AND LEAD TO A VIBRANT DEMOCRACY WHERE ALL, ESPECIALLY THE MOST VULNERABLE, CAN PARTICIPATE AND PROSPER. TO DO SO, POLICYLINK PROVIDES REPRESENTATION, ANALYSIS, AND STRATEGIES TO COMMUNITY-BASED COALITIONS WORKING TOWARD EQUITY IN ECONOMIC DEVELOPMENT AND CRIMINAL JUSTICE. THIS INCLUDES ADVANCING POLICIES RELATED TO INEQUITABLE FINES, POLICE ACCOUNTABILITY AND ALTERNATIVES, AND THE NEEDS OF BOYS AND MEN OF COLOR. SPECIFIC PROJECTS INCLUDE POLICYLINK LEGAL; ALLIANCE FOR BOYS AND MEN OF COLOR; COMMUNITY SAFETY AND JUSTICE, FINES AND FEES; AND PUBLIC SAFETY METRICS.

    Expenses $5,789,590 · Grants $2,998,204

  • OTHER PROGRAMS - CENTRAL TO ITS MISSION, POLICYLINK SEEKS TO EXPAND THE THINKING, REACH, AND POWER OF LOCAL PARTNERS BY CREATING MORE FERTILE GROUND FOR ACTION THROUGH FRAMING NATIONAL DEBATES AND POLICY ADVOCACY. THIS PORTFOLIO IS DEDICATED TO SUPPORTING AND GROWING THE EQUITY MOVEMENT AND BUILDING NEW ALLIANCES AND PARTNERSHIPS ACROSS THE POLICYLINK PROGRAM AREAS THAT EMPOWER ADVOCATES TO WIN ON EQUITY. POLICYLINK'S FLAGSHIP INITIATIVE IS THE EQUITY SUMMIT, WHICH IS HELD APPROXIMATELY EVERY THREE YEARS AND ASSEMBLES OVER 4,000 LEADERS TO DESIGN AND CHART THE COURSE OF THE EQUITY MOVEMENT. ADDITIONAL PROJECTS INCLUDE THE FOLLOWING: THE OFFICE OF THE FOUNDER IN RESIDENCE, RACE EQUITY AND INCLUSION CONSULTANCIES, AND STRATEGIC COMMUNICATIONS INITIATIVES.

    Expenses $19,687,728 · Grants $10,604,186 · Revenue $1,958,884

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Sheri Dunn Berry

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Kay Fernandez Smith

    SECRETARY (STARTED 4/22)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Geoffrey Canada

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Stewart Kwoh

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Jeffrey L Bradach

    DIRECTOR (STARTED 9/22)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Sandra Gasca-Gonzalez

    DIRECTOR (STARTED 4/22)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Darrick Hamilton

    DIRECTOR (STARTED 4/22)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Dolores Acevedo-Garcia

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Michael A McAfee

    PRESIDENT AND CEO

    Total calculated
    $622,129
    From this org
    $574,231
    From related orgs
    $1,439
    Other
    $46,459
    Hours/week
    39.9 + 1.1 related

    Schedule J breakdown matched by us

    Base
    $378,695 + $1,439 related
    Bonus
    $195,536
    Other
    $0
    Deferred
    $18,254 + $46 related
    Nontaxable benefits
    $28,088 + $71 related
    Filer's total
    $620,573 + $1,556 related

  • Ashleigh G Gardere

    EXECUTIVE VICE PRESIDENT

    Total calculated
    $415,753
    From this org
    $378,384
    From related orgs
    $0
    Other
    $37,369
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $285,218
    Bonus
    $93,166
    Other
    $0
    Deferred
    $17,058
    Nontaxable benefits
    $20,311
    Filer's total
    $415,753

  • Michael J Hassid

    CHIEF FINANCIAL OFFICER

    Total calculated
    $428,570
    From this org
    $378,021
    From related orgs
    $4,342
    Other
    $46,207
    Hours/week
    39.55 + 0.45 related

    Schedule J breakdown matched by us

    Base
    $259,927 + $4,342 related
    Bonus
    $118,094
    Other
    $0
    Deferred
    $15,445 + $177 related
    Nontaxable benefits
    $30,238 + $347 related
    Filer's total
    $423,704 + $4,866 related

  • Joshua F Kirschenbaum

    CHIEF OPERATING OFFICER

    Total calculated
    $447,678
    From this org
    $406,850
    From related orgs
    $0
    Other
    $40,828
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $292,922
    Bonus
    $113,928
    Other
    $0
    Deferred
    $18,300
    Nontaxable benefits
    $22,528
    Filer's total
    $447,678

  • Angela Glover Blackwell

    FOUNDER IN RESIDENCE

    Total calculated
    $343,152
    From this org
    $284,276
    From related orgs
    $0
    Other
    $58,876
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $284,276
    Bonus
    $0
    Other
    $0
    Deferred
    $16,223
    Nontaxable benefits
    $42,653
    Filer's total
    $343,152

  • Jerry Maldonado

    VICE PRESIDENT OF PROGRAMS

    Total calculated
    $292,527
    From this org
    $251,959
    From related orgs
    $0
    Other
    $40,568
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $215,172
    Bonus
    $36,787
    Other
    $0
    Deferred
    $14,228
    Nontaxable benefits
    $26,340
    Filer's total
    $292,527

  • Vanice Dunn

    VICE PRESIDENT OF COMMUNICATIONS

    Total calculated
    $237,386
    From this org
    $217,678
    From related orgs
    $0
    Other
    $19,708
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $176,518
    Bonus
    $41,160
    Other
    $0
    Deferred
    $12,905
    Nontaxable benefits
    $6,803
    Filer's total
    $237,386

  • Demond Drummer

    MANAGING DIRECTOR

    Total calculated
    $206,658
    From this org
    $191,251
    From related orgs
    $2,952
    Other
    $12,455
    Hours/week
    39.4 + 0.6 related

    Schedule J breakdown matched by us

    Base
    $191,251 + $2,952 related
    Bonus
    $0
    Other
    $0
    Deferred
    $11,466 + $177 related
    Nontaxable benefits
    $800 + $12 related
    Filer's total
    $203,517 + $3,141 related

  • Christopher J Campbell

    CONTROLLER

    Total calculated
    $209,797
    From this org
    $193,342
    From related orgs
    $0
    Other
    $16,455
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $154,702
    Bonus
    $38,640
    Other
    $0
    Deferred
    $10,389
    Nontaxable benefits
    $6,066
    Filer's total
    $209,797

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 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
THE SALARY FOR THE CEO WAS APPROVED BY THE BOARD OF DIRECTORS, AFTER A REVIEW OF A COMPENSATION STUDY PREPARED FOR THE ORGANIZATION BY A CONSULTANT SPECIALIZING IN NONPROFIT EXECUTIVE COMPENSATION, COMPENSATION DATA FOR THE SAME POSITION IN SIMILAR ORGANIZATIONS, COMPLIED FROM NONPROFIT INDUSTRY SURVEYS, AS WELL AS INFORMATION FROM SPECIFIC ORGANIZATIONS OF SIMILAR IMPACT. DECEMBER 2022 IS THE DATE OF THE MOST RECENT COMPENSATION STUDY. SALARIES FOR THE COO AND EXECUTIVE VICE PRESIDENT OF PROGRAMS INFORMED BY A COMPENSATION STUDY PREPARED FOR THE ORGANIZATION BY A CONSULTANT SPECIALIZING IN NONPROFIT EXECUTIVE COMPENSATION.
PART I, LINE 7
POLICYLINK'S BOARD OF DIRECTORS DETERMINED A BONUS PAID TO THE PRESIDENT AND CHIEF EXECUTIVE OFFICER, IN CONSULTATION WITH THE CHIEF FINANCIAL OFFICER, AND INFORMED BY A COMPENSATION STUDY PREPARED FOR THE ORGANIZATION BY A CONSULTANT SPECIALIZING IN NONPROFIT EXECUTIVE COMPENSATION, TO ENSURE HIS TOTAL COMPENSATION IS IN LINE WITH ORGANIZATIONS OF COMPARABLE SIZE. THE SALARY AND INCENTIVE COMPENSATION FOR THE CFO WERE REVIEWED BY THE BOARD AND WERE INFORMED BY A COMPENSATION STUDY PREPARED FOR THE ORGANIZATION BY A CONSULTANT SPECIALIZING IN NONPROFIT EXECUTIVE COMPENSATION. SALARIES AND INCENTIVE COMPENSATION FOR OTHER LISTED PERSONS WERE DETERMINED BY THE CEO, IN CONSULTATION WITH THE CFO AND COO, AND INFORMED BY COMPENSATION DATA FOR THE SAME POSITIONS IN SIMILAR ORGANIZATIONS COMPILED FROM NONPROFIT INDUSTRY SURVEYS AS WELL AS INFORMATION FROM SPECIFIC ORGANIZATIONS OF SIMILAR IMPACT.

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

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
13 November 2023
IRS schema version
2022v5.0
Source object
202323189349309177

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