Totals
- Total revenue
- $1,337,561
- Total expenses
- $709,609
- Contributions and grants received
- $1,337,561
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $0
- Total assets, end of year
- $1,682,482
- Total liabilities, end of year
- $153,304
- Net assets or fund balances, end of year
- $1,529,178
- Program services expenses (Part IX)
- $448,951
- Management and general expenses
- $146,484
- Fundraising expenses
- $114,174
- Program service expenses (Part III)
- $448,951
Program services were 63.3% 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
$1,337,561
-
1g · Noncash contributions included above
$512,663
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $87,228 · program services $25,296 · management and general $29,658 · fundraising $32,274
-
7 · Other salaries and wages
total $199,795 · program services $127,307 · management and general $42,904 · fundraising $29,584
-
9 · Other employee benefits
total $3,242 · program services $1,901 · management and general $766 · fundraising $575
-
10 · Payroll taxes
total $19,107 · program services $8,700 · management and general $7,108 · fundraising $3,299
-
11b · Fees: legal
total $1,495 · management and general $1,495
-
11c · Fees: accounting
total $21,256 · management and general $21,256
-
11d · Fees: lobbying
total $18,000 · fundraising $18,000
-
11g · Fees: other
total $166,250 · program services $141,250 · fundraising $25,000
-
12 · Advertising and promotion
total $8,491 · management and general $8,491
-
13 · Office expenses
total $1,858 · management and general $1,858
-
14 · Information technology
total $1,875 · management and general $1,875
-
16 · Occupancy
total $20,130 · management and general $20,130
-
17 · Travel
total $7,604 · program services $1,623 · management and general $971 · fundraising $5,010
-
19 · Conferences, conventions and meetings
total $143,217 · program services $142,874 · management and general $69 · fundraising $274
-
23 · Insurance
total $446 · management and general $446
-
24a · Other expenses: DUES AND SUBSCRIPTIONS
total $5,458 · management and general $5,458
-
24b · Other expenses: PAYROLL PROCESSING FEES
total $2,472 · management and general $2,472
-
24c · Other expenses: 401K ADMIN FEES
total $781 · management and general $781
-
24d · Other expenses: LOW VALUE ASSETS
total $746 · management and general $746
-
24e · All other expenses
total $158 · fundraising $158
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $987,866 · end of year $1,344,807
-
3 · Pledges and grants receivable
end of year $335,000
-
9 · Prepaid expenses and deferred charges
end of year $2,675
-
17 · Accounts payable and accrued expenses
end of year $14,383
-
25 · Other liabilities
beginning of year $86,640 · end of year $138,921
-
27 · Net assets without donor restrictions
beginning of year $901,226 · end of year $1,529,178
Mission and programs · 2023
Mission
THE NEWDEAL FORUM IS A NON-PARTISAN, NON-PROFIT ORGANIZATION WHICH SEEKS TO IDENTIFY INNOVATIVE, FUTURE-ORIENTED STATE AND LOCAL PRO-GROWTH PROGRESSIVE POLICIES IN THE PUBLIC INTEREST TO IMPROVE THE LIVES OF ALL AMERICANS.
Activities or mission (Part I)
SEE PART III, LINE 1.
-
THE FORUM IDENTIFIES AND SHARES INNOVATIVE, FUTURE-ORIENTED STATE AND LOCAL PRO-GROWTH PROGRESSIVE POLICIES IN THE PUBLIC INTEREST TO IMPROVE THE LIVES OF ALL AMERICANS.
Expenses $448,951
As filed on the 2023 return.
Listed in Part VII
-
Helen MilbyHELEN MILBY
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Claude FontheimCLAUDE FONTHEIM
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
David BurdDAVID BURD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ted KoutsoubasTED KOUTSOUBAS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Anne AndrewANNE ANDREW
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Abigail SeldinABIGAIL SELDIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lou PiehLOU PIEH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mariel SaezMARIEL SAEZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ben McAdamsBEN MCADAMS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Debra Cox BultanDEBRA COX BULTAN
CEO & SECRETARY (SEE SCH. O)
- Total calculated
- $0
- Hours/week
- 7
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.
Schedule J
Answered yes
None.
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
The filer's explanations (Part III)
- PART I, LINE 3
- THE NEWDEAL FORUM RELIES ON A RELATED ORGANIZATION, NEWDEAL, TO DETERMINE OFFICER COMPENSATION. NEWDEAL USES THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE CEO: - COMPENSATION COMMITTEE - APPROVAL BY THE BOARD OF DIRECTORS
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
- 5 March 2025
- IRS schema version
- 2023v6.0
- Source object
- 202500649349301000
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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