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← HEALTHY DEMOCRACY FUND

Form 990 for tax year 2022

Filed by HEALTHY DEMOCRACY FUND.

Totals

Total revenue
$741,869
Total expenses
$607,566
Contributions and grants received
$741,683
Grants paid
$27,900
Program service revenue
$0
Investment income
$186
Other revenue
$0
Total assets, end of year
$231,302
Total liabilities, end of year
$6,740
Net assets or fund balances, end of year
$224,562
Program services expenses (Part IX)
$547,391
Management and general expenses
$37,224
Fundraising expenses
$22,951
Program service expenses (Part III)
$547,391

Program services were 90.1% 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.

  • 1e · Government grants (contributions)

    $426,250

  • 1f · All other contributions, gifts and grants

    $315,433

  • 1g · Noncash contributions included above

    $102,547

  • 3 · Investment income

    total $186 · excluded $186

Functional expenses

Part IX, the statement of functional expenses.

  • 3 · Grants to foreign organizations and individuals

    total $27,900 · program services $27,900

  • 5 · Compensation of officers, directors and key employees

    total $200,908 · program services $166,170 · management and general $19,095 · fundraising $15,643

  • 7 · Other salaries and wages

    total $18,723 · program services $15,914 · management and general $1,872 · fundraising $937

  • 9 · Other employee benefits

    total $8,431 · program services $5,817 · management and general $1,939 · fundraising $675

  • 10 · Payroll taxes

    total $18,673 · program services $15,508 · management and general $1,778 · fundraising $1,387

  • 11c · Fees: accounting

    total $7,022 · management and general $7,022

  • 11g · Fees: other

    total $254,559 · program services $252,719 · management and general $40 · fundraising $1,800

  • 12 · Advertising and promotion

    total $116 · program services $116

  • 13 · Office expenses

    total $15,205 · program services $11,212 · management and general $2,032 · fundraising $1,961

  • 14 · Information technology

    total $1,418 · program services $900 · management and general $417 · fundraising $101

  • 16 · Occupancy

    total $4,718 · program services $3,256 · management and general $1,085 · fundraising $377

  • 17 · Travel

    total $45,388 · program services $44,328 · management and general $1,060

  • 19 · Conferences, conventions and meetings

    total $1,654 · program services $1,584 · fundraising $70

  • 23 · Insurance

    total $2,851 · program services $1,967 · management and general $884

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $42,476 · end of year $94,103

  • 2 · Savings and temporary cash investments

    beginning of year $60,171 · end of year $137,199

  • 17 · Accounts payable and accrued expenses

    beginning of year $867 · end of year $6,740

  • 27 · Net assets without donor restrictions

    beginning of year $87,206 · end of year $62,597

  • 28 · Net assets with donor restrictions

    beginning of year $14,574 · end of year $161,965

Mission and programs · 2022

Mission

HEALTHY DEMOCRACY WORKS TO ELEVATE THE VOICES OF EVERYDAY PEOPLE IN PUBLIC DECISION-MAKING. HEALTHY DEMOCRACY DEVELOPS NEW FORMATS FOR DEMOCRATIC ENGAGEMENT THAT PRIORITIZE THOUGHTFUL DELIBERATION, TRANSPARENCY, AND IN-DEPTH OPPORTUNITIES FOR EVERYDAY PEOPLE.

Activities or mission (Part I)

DESIGN AND COORDINATE INNOVATIVE DELIBERATIVE DEMOCRACY PROGRAMS.

  • IN 2022, HEALTHY DEMOCRACY PARTNERED WITH THE CITY OF PETALUMA, CALIFORNIA, TO CONVENE THE MOST INTENSIVE LOTTERY-SELECTED DELIBERATIVE PROCESS IN THE UNITED STATES TO DATE. A 36-MEMBER PANEL, RANDOMLY SELECTED TO REFLECT THE PETALUMA COMMUNITY, MADE RECOMMENDATIONS ABOUT THE FUTURE OF THE PETALUMA FAIRGROUNDS PROPERTY. THE PANEL MET FROM MAY TO JULY 2022 FOR NEARLY 90 HOURS TO GATHER INFORMATION ABOUT THE TOPIC, IDENTIFY AND PRIORITIZE COMMUNITY VALUES, AND DEVELOP A SERIES OF THREE POLICY REPORTS TO GUIDE DECISION MAKING.

    Expenses $321,661

  • HEALTHY DEMOCRACY CONTINUES TO BE A LEADING ORGANIZATION IN THE INTERNATIONAL FIELD OF DELIBERATIVE DEMOCRACY AND AN ADVOCATE FOR THE PROLIFERATION OF INCLUSIVE, DELIBERATIVE DEMOCRATIC REFORMS. IN 2022, HEALTHY DEMOCRACY PROMOTED THE CONCEPT AND BENEFITS OF LOTTERY SELECTION AND DELIBERATION TO A WIDE VARIETY OF NEW AUDIENCES AND TRAINED NEW ADVOCATES TO DO SO AS WELL. * DELIVERED PUBLIC PRESENTATIONS ABOUT THE BENEFITS OF LOTTERY-DELIBERATION AND OUR IDEAS FOR SYSTEMIC REFORMS AT THE CITY LEVEL TO PORTLAND CHARTER REFORM COMMISSION. CONTINUED ON SCHEDULE O. * COLLABORATED WITH THE COMPUTATIONAL DEMOCRACY PROJECT ON A WHITE PAPER ARTICULATING THE IDEA OF AN INITIATIVE CONVENTION SYSTEM THAT WOULD DRAW PANELISTS BY LOT TO DEVELOP NATIONAL LEGISLATIVE PRIORITIES. * PRESENTED A WEBINAR ENTITLED: WHAT IF THE PEOPLE GOVERNED? HOW CITIZENS' ASSEMBLIES CAN RESTORE TRUST IN LA CITY GOVERNMENT, AN INTERACTIVE INTRODUCTION TO CITIZENS' ASSEMBLIES AND HOW THEY CAN EMPOWER BREAKTHROUGHS IN LOCAL DEMOCRACY. CO-HOSTED BY THE BERGGRUEN INSTITUTE, HEALTHY DEMOCRACY, THE AMERICAN PUBLIC TRUST, HANNAH ARENDT CENTER AT BARD COLLEGE, ABUNDANT HOUSING LA, AND PUBLIC ACCESS DEMOCRACY. * PRESENTED AT VIRTUAL SYMPOSIUM: REINVENTING DEMOCRACY: HOW HOMETOWNS ARE STRENGTHENING AMERICA HOSTED BY THE AMERICAN ACADEMY OF ARTS AND SCIENCES FOCUSED ON HOW DIFFERENT METHODS OF GROWING AND IMPROVING CITIZEN PARTICIPATION AT THE LOCAL LEVEL THROUGH PROGRAMS LIKE OURS, CAN REVITALIZE DEMOCRACY AND GENERATE MORE PUBLIC POLICY OUTCOMES. * PARTICIPATED IN THE ASSOCIATION OF OREGON COUNTIES CONFERENCE TO BUILD RELATIONSHIPS WITH LOCAL GOVERNMENT LEADERS IN OREGON.

    Expenses $121,260

  • THE DEMOCRACY R&D NETWORK EXISTS TO HELP ITS MEMBERS TO BE MORE SUCCESSFUL, AND TO PROMOTE SUCCESSFUL COLLABORATION. ULTIMATELY, THE NETWORK EXISTS IN ORDER TO ENABLE MORE CITIZEN DELIBERATIONS, AND (ESPECIALLY) MORE DELIBERATIVE DEMOCRATIC REFORMS -- OF MORE TYPES, IN MORE PLACES, FROM LOCAL TO SUPRANATIONAL, WITH MORE INFLUENCE AND POWER, WITH HIGHER LEVELS OF QUALITY, AND MORE WIDELY KNOWN ("MORE" MEANS "COMPARED TO WHAT WE COULD DO WITHOUT THE NETWORK").CONTINUED ON SCHEDULE O. DEMOCRACY CHANGE:* NETWORK MEMBERS SUCCEEDED IN THEIR EFFORT TO INCLUDE A DELIBERATIVE DEMOCRACY COMPONENT IN THE NEXT PRESIDENT BIDEN INTERNATIONAL DEMOCRACY SUMMIT. THE SUMMIT NOW HAS A COHORT FOCUSED ON DELIBERATIVE DEMOCRACY AND CITIZEN'S ASSEMBLIES.* DRD CONVENED MONTHLY MEETINGS OF NETWORK MEMBERS FROM BELGIUM, SCOTLAND, FRANCE, AUSTRALIA, COLOMBIA, AND THE USA WORKING ON PROJECTS TO INCORPORATE CITIZEN DELIBERATION AS A PERMANENT PART OF DEMOCRACY.* THE FRONTIERS OF DELIBERATIVE DEMOCRACY PROJECT (WHICH INCLUDES A FOCUS ON INSTITUTIONALIZING DELIBERATION) NOW HAS ITS FULL SIX-PERSON CORE TEAM IN PLACE.ANNUAL MEETING:THE DRD NETWORK HELD ITS THREE DAY ANNUAL MEETING IN BERLIN, WITH MORE THAN 120 PEOPLE ATTENDING. HIGHLIGHTS INCLUDED A MEETING WITH MEMBERS OF THE GERMAN PARLIAMENT (BUNDESTAG). TWO STAFF MEMBERS TO THE BUNDESTAG ATTENDED THE MEETING, AND THEY HAVE APPLIED TO BECOME MEMBERS OF THE NETWORK.NETWORK MEMBERS COLLABORATED ON THE FOLLOWING PROJECTS:* A CITIZENS' CONFERENCE ON THE FUTURE OF EUROPE IN THE EUROPEAN UNION.* A PROPOSAL COMMISSIONED BY THE GOVERNMENT OF SCOTLAND, ABOUT INSTITUTIONALIZING PARTICIPATORY AND DELIBERATIVE PROCESSES IN SCOTTISH DEMOCRACY.* A NEW ONGOING RANDOMLY SELECTED CITIZEN COUNCIL WITH SIGNIFICANT LEGISLATIVE POWER WITH THE CITY OF PARIS.* A PROJECT TO ADVOCATE FOR DEMOCRACY ACTION FUNDS, WITH THE GOAL OF PERSUADING GOVERNMENTS TO COMMIT FUNDING EQUIVALENT TO 5% OF WHAT THEY SPEND ON ELECTIONS TO (A) FUNDING CITIZEN DELIBERATIONS; AND (B) CAPACITY BUILDING.* NETWORK MEMBERS CONTINUE TO WORK WITH A NEW INTERNATIONAL NETWORK CALLED KNOCA - KNOWLEDGE NETWORK ON CLIMATE ASSEMBLIES.COMMUNITY BUILDING:* HOSTED BI-MONTHLY MEETINGS OF MEMBERS IN THE ASIA-PACIFIC REGION, FEATURING PRESENTATIONS OF PROJECTS, AND UPDATES FROM PARTICIPANTS.* ORGANIZED MONTHLY MEETINGS OF THE NORTH AMERICA GROUP, FOCUSING ON DISCUSSIONS OF CHALLENGING ISSUES FOR THE FIELD.* HELD MONTHLY MEETINGS OF THE CENTRAL/EASTERN EUROPE GROUP, FOCUSING ON THE PROPOSAL TO THE PRESIDENT BIDEN DEMOCRACY SUMMIT ABOUT DEMOCRACY ASSISTANCE TO CENTRAL/EASTERN EUROPE.* HOSTED MONTHLY REGIONAL MEETINGS OF MEMBERS IN LATIN AMERICA, CONDUCTED IN SPANISH AND PORTUGUESE. MEMBERS OF THIS GROUP SUBMITTED A MAJOR COLLABORATIVE GRANT PROPOSAL TO THE NATIONAL ENDOWMENT FOR DEMOCRACY.COLLABORATIVE LEARNING:* HOSTED AN ONLINE COMMUNICATIONS FORUM ABOUT HOW TO SHARE KNOWLEDGE AND INFORMATION, PUBLICIZE EACH OTHER'S WORK, AND WORK TOGETHER ON LANGUAGE AND FRAMING TO COMMUNICATE ABOUT DELIBERATIVE DEMOCRACY. * HOSTED 11 INTERNATIONAL LEARNING CALLS, IN WHICH MEMBERS GAVE PRESENTATIONS ABOUT THEIR PROJECTS, ANSWERED QUESTIONS, AND ENGAGED IN DIALOGUE WITH PARTICIPANTS.* HELD CONSULTATIONS FOR MEMBER ORGANIZATIONS FACING TOUGH POLITICAL OBSTACLES IN THEIR WORK. THE CONSULTATIONS MADE A SIGNIFICANT DIFFERENCE IN ENABLING THE ORGANIZATIONS TO MOVE FORWARD.

    Expenses $85,014 · Grants $27,900

  • IN 2023, WE DEVELOPED AND REFINED OUR SUITE OF LOCAL GOVERNMENT PROGRAM OFFERINGS TO FIT THE NEEDS OF OUR LARGEST PROJECT TO DATE IN PETALUMA, CA. THIS PROJECT INVOLVED INCUBATING SEVERAL NEW PROCESS DESIGN CONCEPTS, INCLUDING BUT NOT LIMITED TO: THE STAKEHOLDER COMMITTEE PROCESS, ORIENTATION ACTIVITIES FOR PANELISTS, AND BROADER COMMUNITY ENGAGEMENT INPUTS TO THE PANEL. WE CONDUCTED INTERNAL EVALUATIONS OF THESE ELEMENTS FOR FURTHER REFINEMENT BETWEEN PROGRAMS. WE ALSO BEGAN DESIGNING A MODULAR "KNOWLEDGE BASE" THAT WILL ACT AS A REPOSITORY OF PROCESS TOOLS, COMPILED FROM OUR PAST PROJECTS AND OUR INTERNATIONAL PARTNERS, THAT STREAMLINES PROCESS DESIGN THROUGH ONE EASY-TO-USE RESOURCE.

    Expenses $15,825

  • HEALTHY DEMOCRACY CREATED A NEW VIDEO AND INFORMATIONAL MATERIALS THAT EDUCATE THE PUBLIC AND GOVERNMENT ENTITIES ABOUT DEMOCRATIC LOTTERIES. WE PARTNERED WITH A PROFESSIONAL NETWORK AND AN ACADEMIC CENTER TO CO-HOST TWO TRAININGS FOR LOCAL GOVERNMENT LEADERS ON LOTTERY-SELECTED DEMOCRACY, BUILDING CAPACITY AND AWARENESS ABOUT REPRESENTATIVE DELIBERATIVE PROCESSES AMONG DOZENS OF NEW LEADERS. WE ALSO SERVED AS A KEY SOURCE OF INFORMATION AND MENTORING FOR PRACTITIONERS AND STUDENTS LOOKING TO INCORPORATE ELEMENTS OF REPRESENTATIVE, DELIBERATIVE DEMOCRACY INTO THEIR CORE PRACTICES. WITH OUR DEMOCRACY REFORM PARTNERS, WE COMPLETED A DEMONSTRATION PROJECT TO BUILD BUY-IN AND GROW OUR BASE OF MODERATORS.

    Expenses $3,631

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

Listed in Part VII

  • John Horvick

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    4
  • Jim Scherzinger

    BOARD TREASURER

    Total calculated
    $0
    Hours/week
    4
  • Lyn Carson

    BOARD SECRETARY

    Total calculated
    $0
    Hours/week
    1
  • Vickie Chamberlain

    BOARD MEMBER (THRU APRIL 2022)

    Total calculated
    $0
    Hours/week
    1
  • Awab Al-Rabe

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Marjan Ehsassi

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Sammy Henry

    BOARD MEMBER (THRU SEPTEMBER 2022)

    Total calculated
    $0
    Hours/week
    1
  • Victor Reuther

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Seely Umlaut

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Patsy Kraeger

    BOARD MEMBER (FROM DECEMBER 2022)

    Total calculated
    $0
    Hours/week
    1
  • Kacey Bull

    COMMUNICATIONS DIRECTOR

    Total calculated
    $52,314
    From this org
    $52,314
    From related orgs
    $0
    Other
    $0
    Hours/week
    32
  • Linn Davis

    PROGRAM CO-DIRECTOR

    Total calculated
    $50,121
    From this org
    $50,121
    From related orgs
    $0
    Other
    $0
    Hours/week
    32
  • Alex Renirie

    PROGRAM CO-DIRECTOR

    Total calculated
    $50,121
    From this org
    $50,121
    From related orgs
    $0
    Other
    $0
    Hours/week
    32
  • Grace Taylor

    OPERATIONS DIRECTOR

    Total calculated
    $48,352
    From this org
    $48,352
    From related orgs
    $0
    Other
    $0
    Hours/week
    32

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.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
11 April 2023
IRS schema version
2022v5.0
Source object
202301019349301105

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