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1DEMOCRACY ALLIANCE INVESTMENT RECOMMENDATIONS
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12TABLE OF CONTENTS
13
14OVERVIEW
152012-2014 Investment Approach .
16
17Assessment Process . .
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277
28ALIGNED NETWORK ORGANIZATIONS
29America Votes . 9
30American Constitution Society . 11
31Black Civic Engagement Fund . . . . . . . . . 13
32Brennan Center for Justice . . . . . . . . . 1S
33Catalist . . . . . . . 17
34Center for American Progress Action Fund . . . . . 19
35Center for Community Change . . . . . . . . . . . . . . 21
36Center on Budget and Policy Priorities . . . 23
37Latino Engagement Fund . . . . . . . . . . . 25
38Media Matters for America . . . . . . . . . 27
39New Media Ventures . . . . . . . . . . 29
40New Organizing Institute . . 31
41Progressive Majority . 33
42ProgressNow . . . . . . . 35
43State Voices . 37
44Women's Equality Center . . . 39
45Youth Engagement Fund . . 41
46DYNAMIC INVESTMENTS
47Dynamic Investment Overview . 43
48Common Purpose Project . . . . . . . . . .45
49Fund for the Republic . . . . . . . . . 47
50Organizing for Action .49
51State Engagement Initiative . . . . . . . 51
52PROGRESSIVE INFRASTRUCTURE MAP
53Progressive Infrastructure Map Overview . . . . . .54
54DIRECTORY . S7
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82
83The 2014 elections are six months away, and yet a confluence of
84factors indicates that this year may be particularly difficult for
85progressives - not just for advancing policy but also at the ballot box.
86Conservatives, particularly the Koch Brothers, are playing for keeps
87with an even more pronounced financial advantage than in recent
88election cycles. What progressives have is a strong infrastructure
89
90- built up and supported by Democracy Alliance (DA) Partners and
91other allied funders - that is innovative, collaborative, and deeply
92invested in mobilizing the key constituencies that will constitute
93the new American majority. As we deploy this infrastructure in such
94a critical year, we must also look beyond our current 2012-2014
95
96portfolio and anticipate the types of investments that will take our
97
98unique collaborative funding model to the next level and inspire and
99
100leverage even greater levels of investment.
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102iE-I'Oid DA IO 20'1/1
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110THE CHALLENGES AHEAD
111
112With the recent McCutcheon Supreme Court decision to strike down aggregate donor contribution
113limits, the ?ood of special Interest money in our political system continues unabated. This presents
114serious challenges for how we will continue to ensure that the Interests of lower and middle-
115income Americans are represented in our political system. Given the nght?s considerable financial
116advantage among major donors, this situation also raises serious concerns about progressive
117
118candldates' ability to run competitive campaigns against an expected deluge of money.
119
120The Right's heightened financial advantage is particularly concerning because conservatives, once
121elected, have been relentless in systematically undermining sources of progressive power while
122carrying out their policy agenda. For example, after Governors Scott Walker, John Kasich. and
123
124Rick Snyder were elected in 2010, they targeted public sector unions. depriving many teachers.
125?re?ghters. and government workers of the ability to collectively bargain for higher wages and
126pensions. in addition to depriving individual workers of their rights. these laws also limited several
127labor unions' ability to advocate on behalf of workers and weakened their position as a major source
128of progressive political financing. In Wisconsin alone. union membership shrunk considerably after
129Governor Walker signed the Right's anti-union bill.
130
131Similarly. conservatives have ruthlessly restricted the right of many to vote. particularly young voters.
132voters of color, and low-income voters - many of whom. not-coincidentally, are largely supportive
133
134of progressive candidates and policies. In the last year, conservative legislatures restricted the right
135to vote in eight states and rolled back many states' previous efforts to allow citizens to vote early or
136register to vote on election day. Conservatives' state targets for passing restrictive voting laws is not
137coincidental; they have been highly focused on contested states such as FL. NC, OH, and WI where
138increased turnout among these voters has been determinative in state and national elections.
139
140The Affordable Care Act?s (ACA) rocky rollout in October only added fuel to conservatives' plans to
141exploit public confusion about the law to their strategic advantage. With depressed voter turnout
142expected this fall and an energized base, conservatives have already unleashed an unrelenting (and
143factually challenged) media campaign against the ACA and its supporters. it is unclear how the
144law's recent enrollment success. with 7.1 million people signing up for health care in the initial open
145enrollment period. will translate to voting behavior. Regardless of the law's actual beneficial policy
146impact, conservatives clearly believe that they have the upper hand on this issue.
147
148Progressives cannot cede ground on any of these issues and must ?nd effective ways to educate
149voters about the bene?ts of the ACA, expanded voting access. and workers' protections and use conser-
150vative attacks as a mobilization strategy in states and races across the country this fall and beyond.
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157I'll El? 
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159PROGRESSIVE VICTORIES
160
161Amidst all these challenges. significant opportunities remain - not only to fight back against
162
163conservative policies and messages but to proactively advance our own agenda. Over the
164
165last year. the progressive movement has secured significant victories at the state and national
166
167level, including:
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171I
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173The overturn of DOMA and an unprecedented string of favorable marriage
174equality court decisions;
175
176Expanded voting rights in CO. FL. and NH and aggresst pushback against
177efforts to limit voting:
178
179Immigration reform passing in the Senate;
180
181The 7.1 million new enrollments ln ACA-created health exchanges. and the
182additional coverage of 3 million Americans by expanding Medicaid eligibility
183in 26 states and the District of Columbia; and
184
185A series of executive actions to combat the threat of climate change.
186
187These issue victories were exactly what we envisioned when we introduced our 2012-2014
188
189investment approach: sustained progress on a host of issues at the state and national level, made
190possible by a well-aligned network of organizations - collaborating with the greater progressive
191
192infrastructure - that drives change by:
193
194Developing the policies and messages that advance a progressive policy
195agenda;
196
197Communicating those policies to key constituencies:
198Engaging. organizing. and mobilizing voters;
199Monitoring the Right; and
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201Building progressive legal capacity.
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215OPPORTUNITIES AT HAND
216
217The aforementioned victories and might of our Infrastructure are strong evidence that we are
218more than capable of turning back the latest threats from the Right. But to prevail in 2014 and
219beyond, progressives must Invest significant resources In the Rising American Electorate (RAE) of
220
221unmarried women. young people, and people of color.
222
223The DA has already made engaging and mobilizing the RAE a major tenet of our investment
224approach, recommending support for the Latino. Youth, Women. and Black Civic Engagement Funds.
225Together, these funds have the potential to reach two million voters. This is particularly important
226given many of these constituencies? historical lower turnout rates in non-Presidential elections.
227Looking ahead to 2015. these voters will also be a critical piece to any coalition working to halt
228climate change, tackle income inequality. expand the right to vote, and advance other important
229issues of which they are supportive.
230
231To further maximize progressive opportunities this year. the DA has recommended a State
232Engagement Initiative. which encourages investment in 11 states that have competitive gubernatorial,
233Senate. and/or Congressional races this year and are home to many of the RAE voters identi?ed
234above who could benefit from increased mobilization efforts.
235
236These initiatives. when combined with the ongoing recommendations to key organizations such as
237America's Vote. State Voices, Catalist, Media Matters, ProgressNow. and Progressive Majority offer
238progressives our best path to strategic victories this November. Through their collective work. we
239can ensure that plans designed to mobilize voters and maximize turnout will be well-targeted and
240coordinated, that progressive candidates will be competitive in races up and down the ballot, and
241that there will be strong communications efforts underway - not only to turn the tide on the Right's
242negative messaging on Obamacare and other issues but also to highlight conservatives' extremist
243policy positions and expose the true beneficiaries of their agenda.
244
245Because we must always keep our on the prize, other recommended organizations (CAP. CBPP,
246CPP. NMV. OFA) will be developing the policy proposals. driving the issue-based advocacy
247campaigns, seeding the new ?game changing" innovations. and training the next generation of
248organizers to position progressives for maximum policy success on a host of issues, from Medicaid
249expansion to early childhood education to immigration. regardless of the election outcome.
250
251Finally, progressives' long-term success hinges on our ability to fundamentally change our current
252political system - including large questions about who can vote, the role money should play in
253politics. and what our courts look like. ACS. the Brennan Center. and Fund for the Republic are
254
255all tackling these larger democracy reform issues and will play a central role in ongoing efforts to
256
257broaden the coalition of reformers, helping to provide the intellectual and ?nancial firepower needed
258to reshape our democracy.
259
260in the investment memos that follow. we provide more detailed summaries of the work of each of
261our recommended organizations, noting their major achievements. challenges, and proposed scope
262of work for 2014. As we have throughout the course of this investment portfolio. we pay particular
263attention to the successful examples of alignment that have developed over the last three years
264and highlight additional opportunities that could further advance our collective vision of a stronger
265democracy and more progressive America. We hope that these summaries and analyses help to
266guide the important funding decisions that Partners will make at the upcoming spring conference in
267Chicago and throughout this pivotal year
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269UU UU UU UU [Ill 1! (rm
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289WHAT THIS BOOK CONTAINS
290
291This set of Investment materials contains one-year summaries on each Aligned Network organization's
292progress In 2013 against the goals forecast and mutually agreed upon with the DA at the beginning
293
294of last year. There are also updates and summaries on each dynamic investment that the Board of
295Directors recommended In 2013. along with updates on this year's recommendations.
296
297Together, these reports convey how the Democracy Alliance's recommended Investments fared In
2982013 and serve as an Important touchstone for determining the portfollo's overall progress toward
299
300greater alignment.
301
302PROCESS AND RATINGS
303
304These progress reports and ratings were prepared by the Democracy Alliance Investment
305Services staff. In summarizing our analysis and the Information received from the recommended
306organizations. we responded to Partner requests and strove for brevity; however. the underlying
307data and evidence are available to Partners upon request.
308
309In an assessment process in which judgment calls are inherent. we have been driven by facts and
310fairness, and we have been particularly careful when hard judgments needed to be made. The
311process was as follows:
312
313Working with DA staff. the recommended organizations set 2013 goals and
314six-month benchmarks at the beginning of last year.
315
316In July 2013 and again In January 2014 (at six-month intervals), the Aligned
317Network organizations and dynamic investments submitted detailed
318written reports.
319
320In order to get as detailed and nuanced an understanding of an organization's
321accomplishments and efforts as possible. the Investment Services team spoke with
322every organization and/or posed specific questions to the organizations in writing.
323
324And. finally. each organization reviewed the text of its own memo for
325factual accuracy.
326
327The ratings system in the progress monitoring report is designed to help Partners see how
328organizations performed against the mutually agreed upon goals and benchmarks they set at the
329beginning of 2013. The scoring system for program. operations. and collaboration and alignment
330efforts is as follows:
331
3324 Superior: May not be perfect in every dimension. but very strong in all with no
333
3340 00 0 major areas of concern and exceptional performance In at least one dimension.
3353 Good: Either good performance across-the-board with no major areas of
336OO 0 concern, or outstanding performance on some dimensions combined with one area
337of at least moderate concern.
3382 Fair: Mixture of good performance on some dimensions and moderate concerns
3390 
340on others.
3410 Weak: Poor performance In an important area and/or pattern of unimpressive
342
343performance In several areas.
344
345anate and Con?dential (0 Democracy Alliance 30?3'2014 DA PORTFOLIO 30" 7
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349
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351In particular, on finance. the scores mean the following:
352
353  
354
355. 4 Superior. Made initial revenue and budget/spending goals. even in a lean
35600 ?nancial year. Negligible, if any. budget revision during the year with revenue in
357line with or greater than expenses.
358
359. .. . A.
360
3613 Good: Managed through a lean year by making budget cuts early and
362. 0 then hitting or exceeding those revised targets. sometimes by judiciously using
363modest amounts of carryover or reserve; or nearly met revised target but kept
364expenses in line with revenues. Overall. maintained healthy financial outlook.
365
3662 Fair. Muddled through. often running a deficit and/or making signi?cantly
367greater-than-average budget cuts
368
3690 1 Wealc Organization-threatening ?nancial difficulties.
370
371It is very important to note that these ratings summarize how organizations performed against their
372own goals; they should not be used to compare one organization to another.
373
374We recognize that no assessment system is perfect. and in the end these judgments are our own. We
375do hope that in providing these reports, DA Partners will gain a better sense of how their investments
376performed in the first year of the new portfolio, the considerable achievements of the Aligned Network
377
378and dynamic investments to date. and also the areas where improvement is needed as we strive to
379grow strong, effective organizations.
380
381DIVERSITY INFORMATION
382
383One dataset in these memos bears a special mention. Ensuring that our portfolio of organizations and
384their work reflect the diversity of the progressive movement is an important aim of the Democracy
385Alliance and a particular goal of the 2012-2014 portfolio. Therefore, each investment memo includes
386data on the diversity of the organization's Board, senior staff, and other remaining staff in three
387categories: race and/ or ethnicity, biological sex and/or gender identity. and sexual orientation. We are
388providing it because we believe that simply asking for the information places a premium on diversity
389and that over time a well-balanced set of recommendations and Partner support for organizations that
390reflect diversity will contribute to our vision of a more progressive America.
391
392As many funders do, we asked organizations to give us information that they collect, voluntarily. from
393their employees and Board. With regard to diversity. many organizations do not, as a practice.
394ask their employees about their sexual orientation and. thus. did not report on that aspect of their
395staff and leadership diversity. As a result, the diversity information, particularly as it relates to 
396diversity, in the investment memos, may be undercounted or otherwise incomplete.
397
398CONCLUSION
399
400We hope you find these reports helpful and that you use them for your own work with these
401organizations, both now and in the future.
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412 (UR-I 30 IO id ?0 RI 151' m' ui :ixi ti \i e- \i
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4142013 PROGRESS REPORT AND 2014 FORECAST
415
416Val/25:  pizrmn'mz'z  tag-i; mi:
417
418\?nli:r ?Hlil oi? 
419
420   iL-v?l?i
421
422or 
423
424    
425
426America Votes (AV) coordinates the engagement and issue advocacy efforts of its more than 400 state and national partners.
427In 2013, AV led issue campaigns that highlighted the extreme positions of Republican governors and
428legislatures and coordinated offensive strategies where possible. leading succesle voting reforms in C0 and FL. Financially, AV
429struggled to secure resources in a dif?cult fundraising year. even as the need for its strategic coordination was greater than ever.
430Operationaliy. Greg Speed was selected as President after serving six years as Executive Director.
431
4322013 PERFORMANCE AND IMPACT
433
434PROGRAM 0000 OPERATIONS FINANCE 0000
435
436PROGRAM OPERATIONS AND GOVERNANCE
437
438Met goal to coordinate campaigns to block conservatives' Met operating capacity goal. To coordinate I
439agendas. Contrasted austere state budget with corporate ongoing activities and avoid boom and bust 1
440tax breaks in PA. mobilized citizens in FL opposed to staf?ng. spent $860,000 of 2012 carryover. 
441school privatization plans and higher middle class taxes. Continued providing partners with access 
442
443I
444
445COLLABORATION  
446i
447
448and educated citizens on implications of extreme budget to voter data, but challenges remain in data
449in OH. Campaigns successfully kept table partners united space. and greater organizational alignment
450
451and focused on defeating conservative governors' policies and sustainable models for ?nancing access to
452headed into 2014. data are needed.
453
454Met voting rights and election administration advocacy
455
456goal. Spearheaded proactive efforts in CO. FL. and 
457successfully secured all-mail ballot system and same-day 
458registration in CO, restored early vote and won reforms to
459
460shorten ballots in FL. and expanded types of accepted voter
461
462IDs for students and seniors in NH.
463
464COLLABORATION AND ALIGNMENT
465
466Nearly met alignment goals. Launched VVN
467
468with ProgressNow and State Voices to share
469backend operations. Joint convening with all
470
471three organizations postponed - along with
472
473further alignment plans - pending others'
474
475leadership transitions. Ongoing coordination .
476efforts remain strong. I
477
478Met planning and coordination goal. Led planning process in
479September that resulted in network-wide engagement plans
480
481with input from: original post-election analysis, knowledge
482
483of movement gaps. and electoral priorities and targets
484
485from in-state partners; earliest ever process will maximize
486coordination and ability to marshal resources early in 2014. 1
487
488Met partnership expansion goal. Recruited six 1
489additional national partners; organizations in 
490labor, Latino. gun safety, and women's equality
491add diversity to coalition. 
492
493FINANCE I
494a - 
495Raised $6.53 million. short ?3 2?13 "mm" '3wa 
496of revised $6.70 million goal; spent 2 7 2013 Mid-Year 
497$7.39 million. 3 5 Revised Budget 
498. 2013 Revenue 
499Partlally met goal to secure mum-year 2013 
500commitments. Raised $2.30 million in 3 4 . mm?
501multi-year commitments. exceeding 5 3 DA Partner Support
502$1.50 million goal; however. carried 3 2 2013 1
503orver signi?cantly less because of a 1 Funding-Egg? 
504need to support its permanent 
505. rulers 5 rd 24.
506operations capacity. 0 DA 8 um 09 
507
508 
509
510Private and Con?dential to Democracy Alliance 20124014 DA PORTFOLIO SPRING 20" 9
511
512 
513
5142014 GOALS AND BENCHMARKS
515
516In 2014, America Votes will continue to serve as a progressive planning and organizing
517hub across its 20-state network. leading and coordinating the activities of its' 400+
518partner organizations in advance of this year's mid-term elections. Operationally.
519America Votes will focus on ensuring a smooth transition to its new senior leadership and
520refining its business model to ensure more stable multi-year funding.
521
522Program
523
524 
525
526 
527
528Develop and lead implementation of
529strategic. coordinated plans across
53020-state network that reflect priorities
531for advancing legislative issues, where
532possible. and coordinating electoral
533efforts around key state legislative,
534gubernatorial. and federal races.
535
536participation in the 2014 elections;
537establish 501(c)(4) Voter Protection
538Fund that will support AV and its
539partner organizations in states where
540election administration battles occur.
541
542Restruoture state network in next two
543years to fully Integrate affiliate states
544into network. expanding AV's breadth
545and impact.
546
547Integrate voter protection and election
548administration priorities into all state
549plans. ensuring maximum voter
550
551Operations and Governance
552
553Ensure successful transition to new
554President. Managing Director, and
555Board Chair.
556
557Collaboration
558
559With State Voices and ProgressNow.
560continue to explore how to further cut
561costs in the states and more closely
562integrate programming in 2015 and
563beyond; continue convening working
564groups with Committee on States.
565
566ProgressNow, and State Volces.
567
568Work with Committee on States to
569implement State Engagement Initiative
570and re-grant national funds to top
571performing programs in the 14 states
572In which there is overlap.
573
574Finances
575
576Raise $8.51 million operating. with
577$6.00 million secured by July.
578
579DA Funding Target as Part
580of Overall Projected Budget
581
582Increase financial sustainability 2014 Projected Budget: $8,510,000
583
584by securing 10 multi-year funding
585commitments from institutional and I .
586individual donors. 
587
588DA staff recommends baseline support
589for America Votes of at least $3.50 $3.50/4.00
590million. IncreaSing support from this 
591level to $4.00 million would allow AV
592to sustain its permanent campaign
593operations across its 20 state network
594into 2015. Meeting this funding target
595
596  
597 
598
599. 2014 Baseline Funding Target
600. 2014 Stretch Goal
601
602Diversity Statistics
603
604 
605
606Total 19 8 66
607x?eople - 
608?ca? 21% . mi 
6099? Women ms 50% 36%
610it Learn sat on 7'9;
611
612 
613
614 
615
616The DA encourages organizations
617
618to report diversity in leadership and
619personnel. Since submission of this data is
620voluntary. the report may be incomplete.
621
622o?
623
624pportunities
625for Alignment
626
627Conservatives have launched
628
629a war on voting, targeting
630young people, people of color.
631low-income people. and other
632constituencies that support
633progressive policies. Given
634these attacks. progressives
635must defend the right of all
636Americans to vote and advance
637election administration reforms,
638where possible. AV has focused
639on election administration
640since 2009. but has recently
641forged new alliances with
642
643many organizations it did not
644work with previously - like the
645Advancement Project. Brennan
646Center. ACS. and State Voices'
647organizations. By expanding its
648work with these organizations
649and existing voting rights
650coalitions. America Votes was
651able to bring advocacy capacity
652to state-level fights which expanded
653the right to vote for its citizens
654in 2013. These victories laid the
655groundwork for further offensive
656efforts illustrate the value that
657AV's advocacy capacity might
658bring to other fights, such as
659democracy reform and the fight
660to get money out of politics.
661
662 
663
664 
665
666 
667
668would require current supporters to
669
670. . . . for several new Partners to consider
671modestly increase their givmg and
672
673supporting the organization.
674
67510 AMERICA voras
676
677Contributions or gifts to America
678Votes are not tax deductible as
679charitable contributions or as
680business expenses under IRC
681Section 762(9).
682
683Private and Confidential to Democracy Alliance
684
685 2013 PROGRESS REPORT AND 2014 FORECAST
686
687 \Jn to
688
689American Constitution Society
690
6913- 1m! (tqiml unmet,
692
693 
694
695American Constitution Society (ACS) promotes a progressive vision of the law and counters conservative forces intent on eroding core
696constitutional values. In 2013, ACS continued to highlight the judicial vacancy crisis and partisan obstruction of qualified nominees. using
697its network to argue for the constitutionality of Senate rules changes that led to the con?rmation of four judges to D.C. Circuit Court,
698three of whom were members of the ACS network. ACS used its network to develop new legal strategies to protect voting rights after the
699Supreme Court?s Shelby decision and expose the relationship between corporate contributions and state supreme court justices' rulings.
700
701'2013 PERFORMANCE AND IMPACT
702
703PROGRAM 0000 OPERATIONS FINANCE COLLABORATION 
704
705 
706
707PROGRAM I OPERATIONS AND GOVERNANCE
708
709
710
711 
712
713Met goal to promote progressive vision of the law.
714Advanced filibuster reform by highlighting issue in national
715media. successfully leveraging attention to create outcry
716for confirmation of long-stalled D.C. Circuit Court nominees.
717Disseminated materials including issue brief on judicial
718reform that was cited on Senate floor during debate,
719
720and coordinated drafting of Op-ed that was entered into
721Congressional record.
722
723Met goal to deepen in?uence within legal community.
724Five members of ACS network confirmed to federal bench,
725including three of four new D.C. Circuit members. Assisted
726in placing 34 senior-level lawyers in highly regarded judicial.
727policy. and academic placements.
728
729Met goal to host ?thought leader? convening to expand
730reach and address emerging issues. Held convenings on
731workers' rights. voting rights. and marijuana Iegalizations;
732sparked collaboration between scholars. advocates. and
733policymakers resulting in new litigation strategies and
734media attention.
735
736FINANCE
737
738Raised $4.80 million, nearly meeting
739original $4.83 million goal; held
740spending to $4.63 million.
741
742Met goal to increase major donor
743funding from $890,000 to $1.00
744million. Raised $1.01 million from major
745donors and raised $100,000 in new or
746increased foundation support.
747
748Dollars in Millions
749
750Private and Con?dential to Democracy Alliance
751
752 
753
754
755
756$4.80
757
758Met goal to improve tracking of members and
759member engagement. Updated automated
760system for reconciling database, allowing
761
762for improved records and better retention
763
764of dues paying members. Twelve student
765chapters established historian positions to track
766participation and coordinate alumni outreach.
767
768COLLABORATION AND ALIGNMENT
769
770Met goal to expand Voting Rights Action Fund
771effort by developing messaging strategy with
772partners. Held over 50 events nationwide,
773regularly coordinating speakers and targeted
774media outreach. Participated in coalition calls
775and engaged with Congressional offices.
776including a U.S. Representative who solicited
777feedback during a session with scholars on
778messaging and draft legislation.
779
780a) 2013 Projected Budget
781. 2013 Revenue
782. 2013 Expenses
783
784DA Partner Support
785
7869 2013 Stretch Goal/
787Funding Target
788
789 
790
791DA Partners Supporting 
792
7932012-2014 DA PORTFOLIO SPRING 2014
794
79511
796
797
798
799 
800
8012014 GOALS AND BENCHMARKS
802
803In 2014, ACS will use its network to emphasize the ongoing judicial nomination and
804confirmation crisis and build a pipeline of progressive jurists to help fill some of those
805vacancies. It also will work with allies to protect voting rights. access to the courts. and
806
807advance a progressive vision of the Constitution.
808
809Program
810
811Produce and disseminate eight to ten
812publications and five to seven online
813symposiums featuring contributions
814from scholars and partners, highlighting
815judicial nominations. constitutional
816interpretation, and access to justice;
817track impact through increased media
818presence.
819
820Elevate public profile of ACS as
821expert on progressive legal issues
822by generating features in six to eight
823
824Operations and Governance
825Conduct quarterly task force calls
826with lawyer chapter leaders. collect
827feedback, and share best practices in
828order to improve member engagement.
829
830Collaboration
831
832 
833
834Strengthen efforts to raise awareness of
835the judicial vacancy crisis by partnering
836with CAP. CAC. Brennan Center. 
837PFAW, and Alliance for Justice. crafting
838
839at least eight joint programs and
840
841Finance
842
843Raise full $4.65 million operating
844budget; secure multi-year
845commitments. raising $2.00 million
846towards future years.
847
848DA staff recommends baseline
849support for ACS of at least $1.20
850million. Increasing support to $1.50
851million would allow AC5 to enhance
852communications capacity to
853disseminate messages on ACS topics.
854Meeting this funding target requires
855current DA Partners to modestly
856increase their giving.
857
85812 AMERICAN CONSTITUTION SOCIETY
859
860 
861
862outlets and having ACS narratives cited
863in more than ten media stories.
864
865Hold two gatherings to discuss
866
867how ACS could support policy and
868messaging efforts for voting rights and
869democracy. Second Amendment issues.
870and money in state judicial elections.
871
872Place members in at least 15 legal,
873judicial, policy. or academic positions in
874order to deepen influence within
875the legal community.
876
877Implement effective financial,
878administration. and technology
879systems to efficiently track resources
880spent on specific work areas to inform
881management decisions.
882
883coordinate on other issues impacted by
884the courts such as voting and money in
885politics.
886
887DA Funding Target as Part
888of Overall Projected Budget
889
8902014 Projected 
891
892   
893
894
895
896MKLION
897
898.20143aulheFundingW
899.musuuchooal
900
901Diversity Statistics
902
9031
904
905CI. 
906_~_iim 
907
908i Mail 517:?
909
910 
911
912Total 22 7 29
913
9149? People
915
9160. Com 096 31%
917as Woman 45% ms 55%
918as LGBTO 9% ms 7'66
919
920 
921
922 
923
924The DA encourages Organizations
925
926to report diversity in leadership and
927personnel Since submission of this data is
928voluntary, the report may be incomplete
929
930o?
931
932pportunitles
933for Alignment
934
935In 2013. ACS played a critical
936role in developing content
937
938and promoting a progressive
939framework on judicial vacancies,
940filibuster reform, voting rights.
941and money in politics. 
942work is more critical than ever.
943given the willingness by the
944Right to use the courts to get
945desired outcomes. This was
946evident with the healthcare
947lawsuit and recent Hobby Lobby
948SCOTUS hearing on healthcare's
949contraceptive mandate. At the
950state level, conservatives are
951influencing judicial elections
952with an influx of campaign
953dollars in order to ensure the
954judges hearing the important
955cases are anti-regulation,
956anti-equality, and anti-tax.
957Shifting this tide will require
958AC5 to continue deepening its
959relationships with non-judicial
960organizations. developing
961partnerships with efforts like the
962Democracy Initiative, a coalition
963of organizations working to
964mobilize their bases around
965democracy reform and judicial
966fights, and taking advantage of
967the coalition's national and state
968reaches, large memberships. and
969grassroots capacity.
970
971 
972
973 
974
975Private and Confidential to Democracy Alliance
976
977SIX MONTH INVESTMENT UPDATE
978
979lhr'o
980
981Black Civic Engagement Fund  
982
983and Black Civic Engagement Action Fund
984
985(grniitn?nli'iig; l?ii) 'Jlt'
986ant mini bliatl.
987
988
989
9901.01:. or {mic-13; 51 DY'Cifdz'f?n41 he 033.5Despite the growth and increasing political clout of the over 42 million African Americans in the US. the black community still faces
991barriers to long-term equality. The Black Civic Engagement Fund and Its advocacy counterpart. the Black Civic Engagement Action
992Fund. jointly referred to as the Funds. seek to address this inequality and build the long-term political and economic power of black
993Americans. In 2013. the Funds relaunched after a period of inactivity and invested in building out infrastructure in four states (FL. Ml.
994PA. and TX). focusing on increasing enrollment in the Affordable Care Act. The Funds will continue to build on this work in 2014 as
995they support the engagement and advocacy efforts of black civic engagement organizations in seven states.
996
997 
998
9992013 PERFORMANCE AND 
1000
1001Partnered with SEIU, Latino
1002Engagement Fund. and OutZEnroll to
1003support outreach efforts fer healthcare
1004education and enrollment in Detroit,
1005Houston. Miami, Philadelphia. Pittsburgh.
1006and San Antonio; to date efforts have
1007reached 90,000 people and provided
1008grantees an early opportunity to
1009
1010start developing capacity ahead of
1011planned election-year registration and
1012engagement efforts.
1013
1014Coordinated with other Funds (Latino,
1015women. youth. and new media) to
1016identify overlapping states and possible
1017lolnt program opportunities; established
1018ways to standardize reporting and
1019
1020track grantee work. including joint
1021
1022site visits. common reporting tools.
1023shared experiments. and coordinated
1024grantmaking.
1025
1026Invested $300,000 for Higher Heights
1027for America. a comprehensive research
1028project that examines the current state
1029of black women's political leadership.
1030identifies obstacles to running for office.
1031and outlines the opportunities available
1032for expanding their leadership and
1033capacity.
1034
1035Provided funding to hire coordinator
1036for Black Civic Engagement Table;
1037convened 12 organizations at the
1038national table. coordinating their work,
1039and developing collective goals and
1040plans for 2014.
1041
1042Raised $150,000 for operations and
1043spent $110,000; raised full $900,000
1044grantmaking budget.
1045
10462013 Financial Update
1047
1048 
1049
10502.0 run-I
1051?a9?
1052I
1053
10542013 Prejected Budget
1055
1056. 2013 Revenue
1057LS
1058
1059- $105
10600.5 .
1061
1062i
10630.0 - 
1064
1065The Black Civic Engagement Fund was ?rst recommended in fall 2013. This memo provides an
1066update on its ?rst six months of activity Going forward. DA staff will work with BCEF to set
1067
1068annual goals and report back to Partners on its performance and impact. as it does with all DA
1069recommended organizations.
1070
1071. 2013 Expenses
1072
1073DA Partner Support
1074
10750 2013 Stretch Goal/
1076Funding Target
1077
1078Dollars In Millions
1079
1080   
1081
1082DA Partners Supporting 
1083
1084Private and Confidential to Democracy Alliance
1085
1086Investment
1087Services Analysis
1088
1089The Funds relaunched in fall
10902013 after a period of inactivity
1091and spent significant time in the
1092last six months building their
1093own infrastructure. Originally
1094recommended with no staff
1095and one senior advisor to guide
1096the Funds? grantmaking and
1097strategy, a search is underway
1098for a full-time Director. The
1099Funds' Advisory Board is
1100comprised of representatives
1101from three large supporters:
1102SEIU. Ford Foundation. and DA.
1103
1104The Funds' grantmaking strategy
1105centers around two ideas: first.
1106organizations must increase
1107their capacity and sophistication
1108and. second. the field needs
1109more resources. To increase
1110effectiveness and coordination
1111at the national level. the Funds
1112are committed to supporting
1113the Black Civic Engagement
1114Table. including shared costs
1115associated with research and
1116analysis for ?eld planning.
1117evaluation and coordination,
1118and tools access. The Funds
1119have also identi?ed seven states
1120with large black populations
1121where increased investment and
1122turnout could have signi?cant
1123impact in the short term and
1124build long-term capacity
1125
1126and power.
1127
11282012-2014 DA PORTFOLIO spams 2014 13
1129
11302014 GOALS AND BENCHMARKS
1131
1132In 2014. the Funds will focus on the needs, capacities, and opportunities to grow and
1133expand black organizing and civic engagement infrastructure for the long term. They
1134
1135will speci?cally invest in cities and states where their support could have signi?cant
1136implications for progressive policy. state legislative. and other victories. After hiring a
1137full-time Director. the Funds will focus on formalizing their operations.
1138
1139Program
1140
1141invest $3.80 million in voter contact.
1142education, and GOTV programs in
1143seven states (CA, FL, Ml, NC. OH, TX,
1144and VA) that also strengthen black
1145infrastructure over the long term.
1146Suppert organizations in seven states
1147dedicated to mobilizing black voters
1148and advancing issues of concern to
1149the black community. including access
1150to the ballot, racial profiling, and
1151economic inequality issues.
1152
1153Operations and Governance
1154
1155Hire full-time Director to manage
1156operations. programming, and
1157fundraising for the Funds.
1158
1159Collaboration
1160
1161 
1162
1163Continue working with LEF to support
1164efforts to increase black. Latino, and
1165LGBT enrollments in the Affordable
1166Care Act in targeted states and
1167transition to voter registration. to
1168turnout. and issue campaigns.
1169
1170Finance
1171
1172Raise full $360,000 operating budget
1173and $3.80 million for regranting.
1174
1175DA staff recommends baseline support
1176for the Funds of at least $1.50 million.
1177Increasing support from this level to
1178$2.00 million would allow the Funds
1179
1180to offer technical assistance and
1181planning support to its grantees and
1182scale issue advocacy efforts during the
1183year. Meeting this target would require
1184a significant number of Partners to
1185consider supporting this work.
1186
118714 aLAck ENOAOIMINT rune
1188
1189Identify and offset shared costs to the
1190field by supporting communications
1191infrastructure, research and polling,
1192and the testing and dissemination of
1193voter engagement best practices.
1194
1195Provide access to Voter Activation
1196Network tool and other technologies
1197to improve Black Civic Engagement
1198Table's targeting. tracking. and
1199reporting of voter information.
1200
1201Expand the Funds' Board of Directors
1202by adding at least 2 new labor and
1203foundation members.
1204
1205 
1206
1207 
1208
1209Collaborate with state organizations in
1210FL. MI, and OH where the black vote
1211can be decisive or where effective
1212mobilization of the black community
1213can help to shift the issue environment
1214around critical legislative fights.
1215
1216DA Funding Target as Part
1217of Overall Projected Budget
1218
12192014 Projected Budget: 34.160000
1220
12211.
1222
1223at
1224
1225'1281.50/ 2.00
1226
1227MILLION
1228
1229. 2014 Basoilne Funding Target
1230. 2014 Stretch Goal
1231
1232 
1233
1234Diversity Statistics
1235
1236 
1237
1238Total 3 I I
1239 s.
1240o,  67% 109*  
1241a; Women e79: 100% 
1242
1243LGBTO Did up} 
1244
1245 
1246
1247The DA encourages organizations
1248
1249to report diversity in leadership and
1250personnel Since submission of this data is
1251voluntary, the report may be incomplete.
1252
1253
1254
1255Opportunities
1256for Alignment
1257
1258In 2013. the Funds partnered
1259with LEF in a coordinated effort
1260to educate voters of color about
1261the Affordable Care Act and
1262enroll them in the federal health
1263exchange. BCEF made direct
1264grants in MI and PA and joined
1265with LEF to support programs
1266in FL and TX - states that are
1267strategically significant to
1268building long-term power for
1269both communities. There are
1270opportunities to replicate this
1271collaborative work with LEF
1272
1273and the DA's other women and
1274youth constituency-focused
1275efforts. These efforts share
1276many of the same target states
1277based on demographic growth.
1278existing infrastructure. and other
1279opportunities. Joining forces
1280
1281on future college affordability.
1282inequality. or climate change
1283campaigns could amplify each
1284Funds' investment and allow for
1285more sophisticated grantmaking
1286that embraces the multiple
1287identities of many voters.
1288
1289 
1290
1291 
1292
1293 
1294
1295To provide a more complete picture. this
1296memo reports on the work of both the
1297507(c)(3) Black Civic Engagement Fund
1298and the 501(c)(4) Black Civic Engagement
1299Action Fund. The operations of the two
1300organizations are kept separate to the
1301degree required by law.
1302
1303Private and Confidential to Democracy Alliance
1304
1305 2013 PROGRESS REPORT AND 2014 FORECAST
1306
1307ii cm  10c: ;).lIJll? 
1308
1309(illCI i'li'I" j? {ilL?j?Llfl Iil?i'u" .
1310
1311Brennan Center for Justice 
1312
1313il?d ,llaliu'.
1314
1315ml villi 
1316
1317 
1318
1319Last year. the Brennan Center played a central role in the successful national ?ght against a coordinated. Right-wing attack on voting.
1320The Brennan Center continued to work in 2013 to advance voting rights. combat money in politics, and reduce mass incarceration
1321through cutting-edge research. major lawsuits. advocacy efforts. and strategic communications. it played a lead role in the nearly
1322successful effort to pass small donor public ?nancing in NY and made significant advancements in its voting rights work. The Presidential
1323Commission on Election Administration adopted reforms to our voting systems that were crafted by the Brennan Center. such as
1324modernizing registration and expanding early voting. In 2013. Brennan began to implement its most recent strategic plan. af?rming the
1325above mentioned three priority campaigns and committing to expanding its research, advocacy. and communication capacities.
1326
13272013 PERFORMANCE AND IMPACT
1328
1329
1330
1331PROGRAM 0000 OPERATIONS FINANCE COLLABORATION 0000 I
1332
1333
1334
1335PROGRAM  OPERATIONS AND GOVERNANCE I
1336
1337Met goal to fight voter suppression. Filed lawsuit challenging I Met goal to implement strategic plan: initiate 
1338
1339TX's harsh voter ID law, intervened to block "proof of 5 new annual planning and priority-setting 
1340
1341citizenship" laws in AZ and KS. Worked with civil rights process. Augmented three priority campaigns 
1342
1343organizations to advance Congressional fix in response to from strategic plan on voting. money in politics. 
1344She/by Voting Rights Act decision. and mass incarceration; expanded strategic
1345
1346communications capacity; advanced progressive
1347jurisprudence to address money in politics, voting,
1348and liberty and national security.
1349
1350Met goal to advance small-donor public ?nancing. Helped I
1351lead coordinated advocacy effort in NY legislature for reform. i
1352which nearly passed legislature. Research and testimony 
1353to state-level commission, extensive media work. and legal 
1354
1355counseling for coalition and legislative leaders again brought COLLABORATION AND ALIGNMENT
1356
1357reform close to enactment as part of 2014 budget.
1358Met goal to expand support for democracy
1359
1360Met goal to advance voting reforms nationally. Provided reforrn- Helped prepare groups in Democracy
1361
1362extensive written and in-person testimony that led to adoption  Initiative - a coalition of labor. civil rights.
1363
1364of Presidential Commission's recommended reforms. such as i VOtinQ rightS. and anVironmanta' organizations
1365
1366modernizing registration and expanding early voting. committed to democracy issues - by providing
1367I analysis in voting. money in politics. and
1368
1369Met seal to publish iustice policy proposal. i redistricting; with progressive legal partners
1370
1371report that won bipartisan support for - conducted opinion research and developed
1372
1373recommendations to reduce rearrests; garnered interest from messages on advancing democracy reform and
1374
1375Department of Justice. limited research around support for VRA and
1376
1377framing SCOTUS decision as judicial overreach. I
1378
1379i
1380
1381 
1382
1383 
1384
1385 
1386
1387 
1388
1389FINANCE 
1390i: -
1391Raised $10.39 million, with 0 2?13 prolisted Budget .
1392$1.36 million secured in previous year 3 io 201? Mid-Year
1393for 2013 work. exceeding revenue goal Rev-sad Budget
1394of $10.31 million: spent $10.38 million. 8 2013 Revenue
13952013 es
1396Exceeded goal to Increase major 5 . xpens
1397donor giving. Raised $3.00 million _il_i . DA partner Support
1398from major donors in second half'of 8 no a 2013 Stretch Saw
1399the year. beating goal of $2.40 million. 2 - - Funding Target
14000 on Partners Supporting [32}
1401pm" C?n?d?nflal to Democracy Alliance 2012-2014 on pompouo spams 2014 15
1402
1403
1404
14052014 GOALS AND BENCHMARKS
1406
1407In 2014. the Brennan Center will work to further advance voting reform. fight vote 8m I
1408suppression. push for money in politics reforms. and promote fair courts. While the I m?
1409Brennan Center seeks to shift the national debate. much of its work will focus on the state "m 26 55
1410
1411Diversity Statistics
1412
1413?1 llwi
1414
1415 
1416
1417in n. 
1418
1419
1420
1421
1422level where the best chance for reform exists.
1423
1424Program
1425
1426Play lead national role in fight
1427against voter suppression in the lead
1428up to the 2014 election with legal,
1429communications, and policy support
1430to advance reform at the state level.
1431through lawsuits, including major
1432challenge to TX voter ID law and
1433Kansas/Arizona proof of citizenship
1434laws; legislative advocacy; and
1435strategic messaging strategy.
1436
1437Act as legal and policy counsel to
1438campaign to pass small donor public
1439financing in New York; if passed.
1440
1441Operations and Governance
1442
1443 
1444
1445increase output of innovative ideas
1446and policy proposals with three to five
1447fellows who have significant practical
1448
1449Collaboration
1450
1451Provide policy. political, and legal
1452expertise to the Democracy Initiative
1453to maximize short-term opportunities
1454where grassroots support will make an
1455important difference.
1456
1457Diversify funding by securing support
1458from two to five new foundations and
1459five to ten new major donors.
1460
1461DA staff recommends baseline
1462support for Brennan Center of at least
1463$2.40 million. Increasing support
1464
1465from this level to $2.70 million would
1466allow Brennan Center to expand its
1467communication capacity and broaden
1468its media and digital reach Meeting this
1469funding target would require current
1470DA Partners to modestly increase their
1471giving or for one to two new Partners
1472to begin supporting its work.
1473
147416 BRENNAN CENTER won JUSTICE
1475
1476 
1477
1478defend legal challenges and ensure
1479proper implementation.
1480
1481Publish and publicize four studies
1482designed to develop support for
1483money in politics reform and call
1484public attention to how Supreme
1485Court decisions have led to dramatic
1486increase in big money in politics.
1487
1488Win support among key administration
1489officials for overhauling criminal
1490justice funding by implementing
1491success-oriented funding instead of
1492incentivizing mass incarceration.
1493
1494experience in government, law
1495enforcement, journalism, and the
1496social sciences.
1497
1498 
1499
1500Advance agenda of joint programming
1501with AC5 to include a coordinated
1502effort on protecting judicial
1503independence and advancing reform
1504of state courts. and on developing and
1505promoting key legal theories on voting
1506and money in politics.
1507
1508DA Funding Target as Part
1509of Overall Projected Budget
1510
15112014 Projected Budget: $11,600,000
1512
1513  
1514 
1515 
1516
1517
1518
1519MILLION
1520
1521.ZOMBasailneFundhg?larget
1522.2014:th
1523
1524 
1525
1526?People
1527
1528of Cow, 15,6 36% an;
1529a; Woman 38% 64% 60%
1530,6 LGBTO Did Not Report -
1531
1532 
1533
1534The DA encourages organizations
1535
1536to report diversity in leadership and
1537personnel. Since submission of this data Is
1538voluntary, the report may be incomplete.
1539
1540Opportunities
1541
1542for Alignment
1543
1544The Brennan Center continues
1545to help guide major state
1546
1547and national coalitions to
1548advance voter protection.
1549money in politics. and judicial
1550nomination reform. On voter
1551protection, the Brennan Center
1552is currently working closely
1553with SV as part of a national
1554Voter Enfranchisement Working
1555Group. which includes the
1556Lawyers' Committee on Civil
1557Rights. Advancement Project.
1558and Project Vote. Together.
1559
1560this group has offered policy
1561guidance to SV and helped
1562tables in 18 states craft strategies
1563for protecting and advancing the
1564right to vote. With over 1,300
1565state and local organizations
1566now committed to voter
1567protection this year, it has not
1568only enlisted new organizations
1569in the fight for reform but
1570undoubtedly has created the
1571potential for thousands of votes
1572to be saved. The Brennan Center
1573is encouraged to continue this
1574work through Election Day and
1575to explore other opportunities
1576for marrying its policy expertise
1577with the grassroots capacity of
1578other organizations.
1579
1580 
1581
1582 
1583
1584 
1585
1586To provide a more complete picture, this
1587memo reports on the work of both the
1588501(c)(3) Brennan Center and the
1589
1590501(c)(4) Brennan Center Strategic Fund.
1591The operations of the two organizations are
1592kept separate to the degree required by law.
1593
1594Private and Confidential to Democracy Alliance
1595
1596:4 2013 PROGRESS REPORT AND 2014 FORECAST
1597
1598(Inla'mt Hit: mm: 
1599
1600 I i St,  I tr, lClIQH'ti?y. 1 lL-lJ-l In: i'iLlw cue".-
1601
1602
1603
1604<7 ini' L'Fl?if'lf?iij'L.
1605
1606 
1607
1608Catalist is a national voter file and data platform that provides tools and modeling for progressive organizations. allowing them to more
1609effectively target and mobilize voters. In 2013. Catalist built new models and integrations. valuable tools that help organizations better reach
1610target audiences. Conservatives are investing heavily to catch up in this area, using Catalist as a model. Meanwhile, less friction in the data
1611space. better organizational alignment. and new investments are needed to ensure that progressives retain access to high quality data. develop
1612sustainable models for ?nancing such access. continue innovating. and thus preserve progressives' dynamic data and targeting advantage.
1613
16142013 PERFORMANCE AND IMPACT
1615
1616 
1617
1618PROGRAM 0000 OPERATIONS FINANCE COLLABORATION 000  
1619PROGRAM I OPERATIONS AND GOVERNANCE
1620Met new modeling goal. Launched models that identify . Partially met goal to substantially expand 
1621potential and existing supporters of gun safety, immigration, analytics capacities. Introduced more secure
1622healthcare, and fiscal policy. Using gun safety model in NH, cloud-based data store (the "sandbox?) where I
1623Sandy Hook Promise reached 10% more voters as part of clients can upload. organize, and manipulate .
1624i successful campaign to pressure Senator Ayotte to support their data: implementation of sandbox has 5
1625i background checks. SEIU and Planned Parenthood using been uneven and is ongoing. Introduced I
1626healthcare model to boost ACA enrollment. new dynamic modeling functionality that 
1627
1628automatically incorporates fresh field data into
1629
1630Met goal to Improve voter targeting. New Facebook and applicable targeting models.
1631
1632cable TV integrations allow for enhanced targeting of users
1633and audiences and significant cost savings. Enroll America
1634
1635used Facebook capacity to target individuals likely to be COLLABORATION AND AUGNMENT
1636uninsured. McAuliffe campaign used file to direct cable TV I 
1637
1638ads to households ranked as most receptive persuasion . "mm" m? t? "negate wm? mme
1639targets. partner vendors, including VAN, to better
16403 support clients' targeting and outreach efforts.
1641
1642Met voter registration accountability goal, provided 5 Finalized integration with PDI voter contact
1643?nal registration data to New Organizing Institute and tooL and several other partners SO that Clients
1644collaborated on post-election report on efficacy of clients' can now reaCh voters through online and
1645voter registration programs. released in fall 2013. Developed Facebook advertising. cable TV, and mobile;
1646new software allowing clients access to real-time reports of data can also be for onlihe polling and
1647
1648voter registration results, instead of after election. allowing for ?hi0? membersmp organizmg-
1649mid-course corrections.
1650
1651     
1652
1653 
1654
1655 
1656
1657FINANCE
165810 2013 Pr ted Bud et
1659
1660Raised $7.64 million in fundraising and 53,55 0 9
1661sales. short of revised $8.47 million goal: 2 3 Mid'Year
1662spent $7.92 million. 3 . 52:15:18?an
1663
1664
1665
16663:
1667Met goal to raise foundation support and a . 2013 Emma;
1668investment capital to expand product 2
1669offerings. Received $410,000 in foundation :0 4 0 DA pmm? supp?
1670grants and $470,000 in new investments. 0? 2013 Stretch Goal/
1671exceeding combined goal of $500,000; 2 so 75' Funding Target
1672additionally. secured $2.25 million matching 51:13 m' DA Partners Supporting
1673grant for next three years. 
1674
1675anare and Con?dential to DemocraCy Alliance 2012-2014 DA PORTFOLIO SPRING 2014 
1676
1677
1678
16792014 GOALS AND BENCHMARKS
1680
1681In 2014. Catalist will offer vastly accelerated voter file updates, and new model data
1682that will allow its progressive clients to more effectively engage and turn out voters for
1683both issue advocacy and electoral campaigns. Building on its current offerings. Catalist
1684will introduce more sophisticated modeling for key members of the Rising American
1685Electorate and new "Vote Choice History" models will provide new targeting power in
1686
1687down-ballot races.
1688
1689Program
1690
1691Ensure clients have most timely data in
1692critical election year. accelerating the
1693refresh of all 51 state voter files, with
1694weekly updates in some battleground
1695states and updates in early
1696voting states in the fall.
1697
1698Operations and Governance
1699
1700Improve customer service with three
1701additional Client Services staff, and hire
1702new Director to manage relationships
1703with 13 existing partner vendors and
1704expected additions.
1705
1706Collaboration
1707
1708Work with NOI, Voter Participation
1709Center, Rock the Vote, and State
1710Voices to improve data collection on
1711voter registration efforts and allow for
1712in-cycle reporting on progress.
1713
1714Flnanco
1715
1716Raise at least $8.20 million in sales and
1717$2.00 million in additional investments.
1718with subscription pricing remaining the
1719same for client organizations.
1720
1721DA staff recommends baseline support
1722for Catalist of at least $500,000 at
1723least half of which should be for its
1724LLC. Increasing suppert from this
1725
1726level to $750,000 would allow Catalist
1727to accelerate development of new
1728models and analytic tools ahead of
17292014 elections and begin preparing
1730
1731for 2016. Meeting this funding target
1732would require Partners that currently
1733support Catalist to increase their giving
1734and for several new Partner to consider
1735investing in its work.
1736
173718 cnuusr
1738
1739Pilot with AFL-CIO, Analyst Institute,
1740
1741Upgrade race and ethnicity models
1742and introduce Vote Choice History
1743(VCH), which allows clients to model
1744past voter history for state legislative
1745races as a way to predict future
1746voter behavior.
1747
1748Hire two additional staff to increase
1749data accuracy and integrity.
1750
1751America Votes, and State Voices, new
1752system that enables clients to create
1753their own analytics and modeling.
1754
1755 
1756
1757DA Funding Target as Part
1758of Overall Projected Budget
1759
17602014 Projected Budget: $10,200,000
1761
1762s0.50/o.75 . 1.
1763
1764MILLION A
1765
1766 
1767
1768. 2014 Baseline Target
1769. 2014 Stretch Goal
1770
1771Diversity Statistics
1772
1773?L?llJ
1774
1775
1776
1777
1778 
1779
1780TOCII 11 12 37
1781?People .  Win. -
1782?Color  4.2%  
1783,SWomon 27x 42x 19*
1784
1785. - .g T?'encourages Organizations
1786
1787to report diversity in leadership and
1788personnel. Since submission of this data ls
1789voluntary. the repart may be incomplete.
1790
1791
1792
1793Opportunities
1794for Alignment
1795
1796Catalist's first priority has been
1797and should remain providing its
1798clients with high-quality data,
1799which is why resolving current
1800client concerns is so important.
1801Building upon that base.
1802Catalist's enhanced offerings,
1803including the Vote Choice History
1804(VCH) model, have tremendous
1805promise in helping progressives
1806continue to innovate. VCH
1807
1808uses the voter file and polling
1809information to approximate how
1810each person voted in every race
1811in each election since 2008, a
1812powerful predictor of future
1813voting behavior in down-ballot
1814races where polling is scarce.
1815Given the conservative majorities
1816in many states, there is ample
1817opportunity to use this tool
1818starting in 2014 and through the
18192020 redistricting cycle. With
1820small amounts of money and
1821attention able to influence many
1822races. this tool gives progressives
1823a distinct edge. There are
1824incredible opportunities for
1825Catalist to work closely with
1826America Votes. labor unions. and
1827others to begin exploring new
1828strategies for state elections.
1829
1830 
1831
1832 
1833
1834Private and Con?dential to Democracy AllianCe
1835
1836
1837
18382013 PROGRESS REPORT AND 2014 FORECAST
1839
1840Pliny-y (lfiC: 
1841
1842r] 5
1843
1844Center for American Progress
1845
1846mtg-Ii:  v' i.  1:13:13; Iri?tla rig
1847
1848tin- tit-c nor-d? Ir: (:it'mtt' uzou:
1849
1850and Center for American Progress Action Fund
1851
1852inn-igirtr'uulxit faznuritxa.
1853
1854 
1855
1856Center for American Progress (CAP) and Center for American Progress Action fund - jointly referred to as American Progress - continue
1857to lead the progressive movement by convening thought leaders, spearheading issue campaigns, and developing policy solutions. In 2013.
1858American Progress worked closely with Congressional offices to craft the immigration reform bill passed by the Senate. and its economic
1859research bolstered the case for support on this issue and for federal legislation to grow America's middle class from the middle out.
1860
1861CAP Action's War Room also provided research and messaging for progressive organizations around the federal government shutdown,
1862underscoring its crucial role in the progressive movement.
1863
18642013 PERFORMANCE AND IMPACT
1865
1866o- .-..- 
1867
1868PROGRAM 0000 OPERATIONS FINANCE COLLABORATION 
1869
1870PROGRAM
1871
1872Met goal to develop policies and recommendations that
1873promote shared economic growth, comprehensive immigration
1874reform. climate change and energy solutions. and universal
1875pro-school education. Developed new proposals on "middle-
1876out" economics. immigration reform, and early childhood
1877education. Worked with Administration to advocate for climate
1878change and energy solutions developed in prior years.
1879
1880I OPERATIONS AND GOVERNANCE
1881Met goal to attract top talent. Secured former
1882Presidential Council of Economic Advisors
1883Chairman Austan Goolsbee and former
1884Director of Policy and Special Projects for the
1885First Lady Jocelyn Frye as Senior Fellows.
1886Hired former Department of Education
1887Assistant Secretary Carmel Martin as new
1888Executive VP for Policy.
1889
1890 
1891
1892Met goal to shape national debate through regular news
1893postings. original reporting on ThinkProgress biog, rapid
1894responses to timely issues. and outreach to progressive
1895organizations and media. Grew ThinkProgress audience by 10%
1896to over 48 million unique visitOrs. Groundbreaking research
1897showed correlation between economic mobility and the size of
1898a region?s middle class. garnering mainstream. progressive, and
1899conservative media attention.
1900
1901COLLABORATION AND ALIGNMENT
1902
1903Met goal to work with state and local
1904organizations to encourage more states to
1905expand Medicaid and prevent further gun
1906vIolence. Helped organize rallies and publish
1907op?eds to support Medicaid expansion in
1908eight states; persuaded TX and UT Medical
1909Associations to endorse expanded coverage.
1910Published 13 high-profile reports on gun
1911violence prevention and coordinated policy
1912summits in seven states.
1913
1914 
1915
1916Did not meet goal to launch Bobby Kennedy Project focused
1917on developing unifying values. policies. and messages that
1918resonate with a new progressive coalition and traditional white
1919working-class Americans. Initiative postponed until 2016 due to
1920insufficient funding.
1921
1922 
1923
1924.V.
1925
1926I FINANCE
1927so .
1928Raised $42.53 million. exceeding 0 Mme? Budget I
1929revised budget goal of $38.00 million. in 2013 Mid-Year
193040 m2
1931Spent $41.35 million. .9 . Budget 
1932. . 20i3 Revenue
1933I Nearly met goal of securing 552013 Expenses
1934Income as unrestricted gifts, u,
193552% of funds as unrestricted. Eu 2? a DA Partner Support
19363
19372013 Stretch Goal/ .
19381? ?4 0? 9 Funding Target i
1939I
1940DA Partners Supporting 
1941
1942 
1943
1944Private and Con?dential to Democracy Alliance 2012-2014 DA PORTFOLIO SPRING 2014
1945
194619
1947
19482014 GOALS AND BENCHMARKS
1949
1950In 2014. American Progress will c?spel about the Affordable Care Act and shape
1951the debate on the economy. climate change, and immigration. CAP Action will work
1952
1953Diversity Statistics
1954
1955 
1956
1957 
1958
1959 
1960
1961 
1962
1963 
1964
1965 
1966
1967 
1968
1969to ensure a seamless leadership transition under former Governor Ted Strickland who '9 3?  
1970. . ,SPg?gpio  
1971became its new preSIdent in March. ?ap, 10)} FM 91-.
197296 Women 52% 57% 53%
1973Program . ..  . . 
1974- sta?ro panama f- 1
1975Bolster case for middle-out economics Lay groundwork for immigration 'Th DA 
1976. . . encourages organizatI'Ons
1977and promote poliCIes that reduce reform eventual passage and lead to report diversity," leadership and
1978income Inequality by fighting for the debate through policy briefings, personnel ghee submission of this data ,5
1979minimum wage increases and Congressional testimony. and research voluntary the report may be incomplete.
1980strengthening research for the on effects of progressive state-based
1981idea that a healthy middle class is immigration laws. 
1982necessary for a healthy economy. .
1983I . . Leverage communications capacity opportunities
1984Drive a progresswe climate change and expanded ThinkProgress audience for nment
1985agenda that advocates for feasible to shape national debate within and 
1986near-term action, including new EPA outside Washington through increased American Progress continues
1987rules to reduce carbon emissions from original reporting. to sere 35 an indispensable
1988coal plants and the development of source of progressive ideas for
1989clean energy alternatives. solving our nation?s challenges.
1990Last year. in the wake of the
1991Omm?lom Sandy Hook tragedy. American
1992v- - - -- - -- Progress accelerated the launch
1993Expand the effectiveness and capacity managers and developing professional 0f its initiative to VEduce gun
1994of management by identifying core development programs to assist them. violence. working CIOSEIV With
1995management skills necessary for new the White House to unveil policy
1996solutions. and it collaborated
1997with Americans for Responsible
1998Solutions. ProgressNowothers to establish networks of
1999Implement new women initiative agenda focused on improVing the lives activists work?n to revent 
2000and work with Planned Parenthood. of women and families through paid . g.
2001. . . . Violence in seven states. American
2002SEIU. American Women. and the Sick leave. pay eqmty. reproductive
2003. . . . . . . Progress also analyzed the effects
2004Administration to comprehenswe freedom. and other policy ideas. .
2005of sequestration on each state
2006across the country. partnering
2007F2992: with America Votes. CBPP. and
2008Secure commitments of at least DA Target 35 part Others to h'ghl'ght them'
2009:10'000 93?3" from 25 new major 0' oven" BUdget This year, American Progress
2010 
20112014 Projected Fa" Sh?t Sufnm't?th
2012Raise $1.00 million through annual gala . elgh? .States? paanermg w'
2013- Organizmg for Action and
2014(a 14% increase). 
2015American Women to convene
2016Partner support for American Progress activists to .develop strategies
2017of at least $3.23 million. Increasing 33.23/550 and campaigns for advancmg
2018suppOrt from this level to $5.50 million mum" women 
2019would enable American Progress to Secur?ty- prom's'w .effort .
2020expand its work to reduce inequality, . 2014 Fund.? 1m? could advance progresswe policy
2021change. advance a women's economic
2022
2023 
2024
2025 
2026
2027 
2028
2029 
2030
2031agenda. Meeting this target would provide a more complete picture. this
2032reqmre Significantly deeper investment reports on the ofboth the
2033from Partners that CU'I'ently 501(c)(3) Center for American Progress
2034CAP. as well as several new major gifts. and the Center for Amefica"
2035
2036Progress Action Fund The operations of
2037the two organizations are kept separate to
2038the degree required by law.
2039
204020 CENTER iron AMBRICAN sum: 
2041
2042i" 2013 PROGRESS REPORT AND 2014 FORECAST
2043
2044C?t'ft?. [my of
2045
2046Center for Community Change 
2047
2048.r (ix-H77 p-J?sxci Lg. i; 
2049
20500m, fll?lli iigi (ii-{i gm} 51-1..
2051and Campaign for Community Change i in: 
2052
2053.ii?tl voter),
2054
2055 
2056
2057Center for Community Change and Campaign for Community Change - jointly referred to as - continue to provide the strategy for and
2058lead the drive to ensure that the voices of low-income communities and communities of color are heard on policy issues that affect them. in
20592013. sounded the drumbeat for comprehensive immigration reform (CIR) in 40 states across the country. helping push the Senate to
2060pass legislation in June and maintaining pressure on the House to follow suit. helped persuade Congressional Republicans from AL. CA.
2061CO, and NY to support immigration reform. laying the groundwork for ClR's eventual passage.
2062
20632013 PERFORMANCE AND IMPACT
2064
2065PROGRAM 0000 OPERATIONS FINANCE COLLABORATION 
2066
2067PROGRAM  OPERATIONS AND GOVERNANCE
2068
2069Met goal to mobilize Immigrants and allies to advance 5 Met goal to add three Board members who
2070i comprehensive immigration reform and ensure visibility bring diversity and strategic relationships.
2071of immigrant communities in public debate. Coordinated Additions bring experience from MoveOn.org,
2072100,000-person rally in front of US. Capitol building and UFCW. and Community Service Society of NY.
2073I 1,100 events in 40 states. Organized over 1,000 people for
2074i simultaneous sit-in at 175 Congressional offices. Earned over Met ?0 successfu'w compute mategic
207550,000 mentions in local, state, and national media. planmng Process and began to Implement
2076recommendations. Completed process in
2077I Met goal to strengthen capacity of partners in 20 states to July. Restructured staffing. budgeting, and
2078in?uence policy at state and local level. Trained 560 new decision-making processes.
2079
2080immigrant leaders in eight states. Provided strategic advice .
2081and technical assistance to housing trust fund campaigns at
2082
2083city and state-level COLLABORATION AND ALIGNMENT
2084
2085- securing $483 million for affordable housing.  Met goal to commute wm? nation? am?
2086
2087 
2088
2089 
2090
2091   
2092
2093 
2094
2095Met goal to protect Social Security. Medicare, and Medicaid t? proud and improve '3 w, my
2096from cuts in state and federal policy battles. Mobilized and "wt" W9?ked 03"?
2097Granite State Organizing Project in NH. the Montana Across Generas'onsfoc'al secuifty works'
2098. Organizing Project. and partner organizations in 13 other . and others to ?ght Chamw proposal
2099states to take actions on the issue. Organized residents of I and wm cowm'tmenFs from sew?" senators to
2100manufactured and mobile homes to ?ght for Social Security in  protect soc'a' secur'ty and Mad'care'
210112 states. I
2102
2103FINANCE
210425 .
2105Raised $19.70 million of $2121 million 0 2?13 mm? 8?an
2106revised budget goal. Spent $23.00 3 20 2013 Mid-Year
2107million, using $3.40 million raised in :0 
2108prior years. but for 2013 work; netted . 2013 Revenue
2109$100 000 '5
2110. . 5 . 2013 Expenses
2111Exceeded goals to cultivate 10 Eli ?0 DA Partner Support 
2112Loundatlons and 30 Individual donors. 8 2013 Stretch 6031/ 
2113tivated 13 foundations and 35 Funding Target .
2114individual donors. Secured additional DA pm,? Summng  1
2115$2.10 million for anti-poverty work. 0 A I
21161
2117and Commua, ,0 09mm,? Mme 2012-20? on ponwouo same 2014 21
2118
2119
2120
21212014 GOALS AND BENCHMARKS
2122
2123In 2014. will continue its drive to create a path to citizenship for America's immigrants
2124and hold elected officials accountable on this issue. It will also pilot and test new
2125
2126approaches for lifting people out of poverty and deepen its collaborative work with State
2127Volces and others.
2128
2129Program
2130
2131Mobilize immigrants and allies to
2132advance comprehensive immigration
2133reform; pressure the Administration
2134
2135to use executive action to stop
2136deportations; and hold elected officials
2137accountable for inaction on the issue.
2138
2139Increase the participation of
2140low-income people and people of color
2141in elections in 8-12 states and engage
2142them in accountability efforts on
2143immigration reform.
2144
2145Protect Social Security, Medicare.
2146
2147and Medicaid from cuts and advance
2148proposals to strengthen the programs
2149by training grassroots leaders in 15
2150states to visibly impact public debate
2151on the issue.
2152
2153Launch pilot projects in six cities that
2154successfully raise people out of poverty
2155and begin to build a national movement
2156to fight it.
2157
2158Operations
2159
2160Hire Director of Talent Acquisition
2161
2162and Development and enhance the
2163leadership capacity of staff,
2164management team. and executive team.
2165
2166Develop and integrate gender and racial
2167justice lenses into anti-poverty work.
2168
2169Collaboration
2170
2171Work with State Voices to develop
2172multl-year plan to strengthen grassroots
2173organizations and state tables; build
2174local power and infrastructure for civic
2175
2176engagement among low-income people
2177and people of color; and initiate plan in
2178two to four states.
2179
2180Finances
2181
2182 
2183
2184Raise $21.73 million budget: secure
2185$9.50 million in new commitments
2186for anti-poverty work in first year of
2187five-year fundraising campaign.
2188
2189DA Funding Target as Part
2190of Overall Projected Budget
2191
21922014 Projected Budget: 521.730.000
2193
2194For 2014, DA staff recommends [r 
2195baseline support for of $2.20 
2196million. Increasing support to $3.00
2197million would assist with the
2198launch of its anti-poverty and economic
2199justice campaign work. support
2200from DA Partners stems primarily from
2201two large foundation commitments and
2202a few of its Board members. Meeting
2203
2204its funding target would require 
2205
2206to attract both deeper and broader
2207suppert from the DA Partnership.
2208
2209   
2210
2211$2.20/3.00
2212
2213MILLION
2214
2215. 2014 mm Funding mot
2216. 2014 Stretch Goal
2217
2218 
2219
222022 camera son COMMUNITY CHANGE
2221
2222Diversity Statistics
2223
2224 
2225
2226 
2227
2228The DA encourages organizations
2229
2230to report diversity In leadership and
2231personnel. Since submission of this data is
2232voluntary, the report may be incomplete
2233
2234Opportunities
2235for Alignment
2236
2237Last year, diligent efforts
2238to build strong partnerships with
2239national progressive organizations
2240and provide deep support for
2241grassroots organizations in 40
2242states enabled to highlight
2243the human costs of a broken
2244immigration system and helped
2245and its partners persuade
2246reluctant elected officials to
2247support comprehensive reform.
2248This year. intends to engage
2249low-income people and people
2250of color in holding elected
2251officials accountable for inaction
2252on immigration reform. It will
2253also launch its anti-poverty and
2254economic justice campaign.
2255working with State Fiscal
2256Analysis Initiative groups in four to
2257eight states to develop actionable
2258poverty-reduction strategies
2259
2260and proposals. Complementing
2261these efforts are plans to
2262collaborate with State Voices in
2263two to four states to increase its
2264grassroots partners' participation
2265in state civic engagement tables.
2266potentially strengthening both
2267the grassroots organizations
2268
2269and the tables themselves. This
2270intentional collaborative effort
2271reflects a deeper. more promising
2272partnership with State Voices.
2273
2274 
2275
2276 
2277
2278 
2279
2280To provide a more camp/eta picture. this
2281memo reports on the work of both the
2282507(c)(3) Center far Community Change
2283and the 50l(c)(4) Campaign for Community
2284Change The operations of the two organi-
2285zations are kept separate to the degree
2286required bylaw.
2287
2288Private and Con?dential to Democracy Alliance
2289
2290 2013 PROGRESS REPORT AND 2014 FORECAST
2291
2292   I. (E'lf'll?f'. 
2293
2294lli.- ?loni il1i;'. of rtilt:  in?
2295
2296   i-iizzu lily": ll.) that .
2297
2298I?lL?Cl'Jill ly.
2299
2300    
2301
2302From major federal budget proposals to immigration. healthcare. food stamps. and state taxes. the Center on Budget and Policy
2303Priorities (CBPP) equipped progressives with frontiine defenses in wide-ranging policy debates last year. CBPP helped convince
2304Democratic officials to refuse concessions during the government shutdown, and its State Fiscal Analysis Initiative (SFAI) network
2305defeated ALEC-backed efforts to shift more of the burden of funding public services to Iow- and middle-income people. CBPP also
2306highlighted the adverse effects of austerity policies on unemployment and launched a webinar series that trained over 5,000 state
2307and local nonprofits. agencies. and individuals on enrolling people under healthcare reform.
2308
23092013 PERFORMANCE AND IMPACT
2310
2311
2312
2313PROGRAM 0000 OPERATIONS FINANCE COLLABORATION 
2314
2315PROGRAM 
2316
2317OPERATIONS AND GOVERNANCE
2318Met goal to produce federal budget analyses and proposals  Met goal to expand content for targeted media.
2319protecting key social programs, ensure ?tax reform? does Grew media team; launched Twitter feeds,
2320not worsen Inequality. and shape media coverage of budget . attracting 30.000 fol lowers. Research cited in
2321debates. Debunked Tea Party justifications for government news stories in 48 states and DC.
2322shutdown. Thwarted attempts to further cut food stamps 
2323by highlighting severity of cuts. helping generate over 800 Met 9"al t? meme? ?mum? ?0 Partners.
2324news Stories. Regranted $3.30 million (a 7.5% increase)
2325
2326to partners in 33 states; expanded technical
2327
2328Met goal to ensure implementation of health reform law  assistance on policy analysis and communications.
2329
2330extends coverage to millions of uninsured. Created innovative 
2331"fast-track" procedure enabling states to automatically
2332
2333enroll over 425,000 food stamp recipients in Medicaid COLLABORATION AND ALIGNMENT
2334
2335:3de seZUQZEed::d expang'ons 1? Met goal to engage others In often: to protect
2336ia le reaiury, afar anti-poverty programs and avert harmful federal
2337mp men a on pro ems per a'n'ng 0 SU 5' an budget cuts. Anchored progressive coalitions,
2338
2339develo solutions. . . . .
2340including Americans for Tax Fairness. and
2341
2342Met goal to advance progressive state policies. With SFAI Collab?rated_?n the fade??! level with Gamer
2343network. helped secure new state earned-income tax credit for comwun'ty Change' C'rde 0f PrOteCt'on'
2344in CO, inCrease minimum wage in NJ and DC. and defeat  MomSR'S'ng' plco? and hundreds Of Others to
2345
2346ward off harmful cuts to non-defense discretionary
2347
2348proposals to eliminate state income taxes spen ing an cu 00 5 amps.
2349
2350i
2351
2352 
2353
2354 
2355
2356 
2357
2358FINANCE
235925 .
2360Raised $21.30 million of revised $22.02 7 0 mime? Budge?
2361$22.08 million budget; spent 2 . 2013 Mid-Year
2362$20.90 million. 2 2? Revised Budget
23635 . 2013 Revenue
2364Exceeded goal to broaden funding 15 I
2365base. Secured $450,000 in new and '3 . 2?13 expenses 1
2366increased gifts from 15 major donors. 5 10 0 DA Partner Support 
2367exceeding $350,000 goal. Added 2013 s"  
236808
2369new major supporters to Board. 5 ?so 9 Funding Target 3
2370- 
2371anafe and Confidential to Democracy Alliance 2012-2014 DA PORTFOLIO SPRING 2014 23
2372
2373
2374
23752014 GOALS AND BENCHMARKS
2376
2377In 2014. CBPP will work to shape fiscal policy debates at state and federal levels through
2378timely. hard-hitting analyses. strategic communications. and collaborative efforts with faith
2379
2380Diversity Statistics
2381
2382 
2383
2384and community leaders Who can Champion moral arguments for reducing inequa?ty. Total 17 21 ms
2385
23865 People I I - MV
2387
2388of Colin 473?  i  t. 
2389Program 9s Women 29x 52,; 5?
2390
2391 
2392
2393Shape election-year federal budget
2394debates to promote investment in
2395progressive priorities. elevate need to
2396protect the disadvantaged, advance
2397policies to address poverty and
2398inequality, and counter the Right's
2399
2400economic agenda.
2401
2402Advance effective implementation of
2403Affordable Care Act with technical
2404expertise for states and federal
2405agencies to boost Medicaid enrollment
2406and participation in health insurance
2407
2408Operations
2409
2410 
2411
2412Enhance capacity to shape state and
2413national debates by launching efforts
2414to build support for progressive
2415policies. expanding "tax threat
2416teams" to help state partners counter
2417
2418Collaboration
2419
2420 
2421
2422 
2423
2424Collaborate with SFAI partners
2425and community organizing groups
2426(including Center for Community
2427Change and PICO) to build state-
2428
2429Finances
2430
2431Diversify and broaden funding base by
2432securing at least $350,000 in new or
2433increased major gifts from individual
2434donors.
2435
2436CBPP's individual donor support
2437remains small for an organization of
2438its size. and expanding it would allow
2439CBPP to increase its flexibility. DA
2440staff recommends baseline support
2441for CBPP of $1.80 million. Increasing
2442support to $2.50 million would
2443enable CBPP to become even more
2444effective in critical debates affecting
2445the country's most vulnerable people.
2446Meeting this target would require
2447CBPP to retain funders of its 2013
2448matching grant and to attract broader
2449suppOrt from the DA Partnership.
2450
2451exchanges; counter attempts to reduce
2452insurance benefits for low-income and
2453
2454middle-class Americans or weaken the
2455
2456fundamental structure of Medicaid and
2457Medicare.
2458
2459Advance progressive policies in states
2460that restore social programs and
2461rebuild rainy day funds, make needed
2462investments. and thwart efforts to slash
2463taxes on corporations and the wealthy
2464and cut vital public services.
2465
2466conservative proposals, and providing
2467state partners with more training and
2468other assistance.
2469
2470 
2471
2472level capacity to promote policies
2473that reduce poverty and inequality,
2474including reforms in healthcare,
2475nutrition. and immigration.
2476
2477DA Funding Target as Part
2478of Overall Projected Budget
2479
24802014 Projected Budget: $23,250,000
2481
248281.80/250   .
2483MILLION 
2484
24852014 Baseline Funding man
2486. 20:4 Stretch Goal
2487
2488 
2489
2490 
2491
249224 CENTIR ON BUDGET AND POLICY PRIORITIIS
2493
2494gig Not mash -
2495
2496 
2497
2498The DA encourages organizations
2499
2500to report diversity in leadership and
2501personnel Since submission of this data is
2502voluntary, the report may be incomplete.
2503
2504Opportunities
2505
2506 
2507
2508for Alignment
2509
2510CBPP and its SFAI partners
2511provided cardinal resources
2512
2513for progressives in efforts to
2514expand Medicaid and promote
2515immigration reform. CBPP
2516worked with AARP. the American
2517Cancer Society. Community
2518Catalyst. HCAN, Planned
2519Parenthood. and others to
2520develop health reform messaging
2521and coordinate strategies
2522
2523for overcoming attempts to
2524block the expansion in AR. KY.
2525MI. and NJ. Similarly, CBPP
2526partnered with the Economic
2527Policy Institute. Immigration
2528Policy Center, and National
2529Immigration Law Center to
2530combat misinformation regarding
2531the impact of Immigrants on
2532state economies - helping pass
2533DREAM Acts in CO and NJ.
2534defeat a bill to repeal tuition
2535equity in TX. and halt hostile laws
2536and harsh enforcement in CO
2537and NC.
2538
2539CBPP just initiated a project to
2540help four to eight state SFAI
2541groups work with grassroots
2542partners of Center for
2543Community Change on state
2544campaigns to address poverty
2545and inequality. This exciting effort
2546will be closely followed.
2547
2548 
2549
2550 
2551
2552anate and Con?dential to Democracy Alliance
2553
25542013 PROGRESS REPORT AND 2014 FORECAST
2555
2556Tlii- Fti'iti 
2557
2558Latino Engagement Fund
2559
2560an [lint ii'. 
2561
2562pr: Iticsii :yv?irtir. peliior?i. intuit. it??
2563
2564and Latino Engagement Action Fund
2565
2566Latins.15.. 
2567
2568
2569 
2570
2571
2572
2573The Latino Engagement Fund (LEF) and its advocacy counterpart. the Latino Engagement Action Fund (LEAF) continued to build the
2574infrastructure needed to increase political participation among the 53 million Latinos across the country. LEF and LEAF crafted two-year
2575engagement plans in early 2013. deeply investing in 16 organizations w0rking in seven states. They ensured maximum alignment by
2576encouraging collaboration. strategic use of data and tools. and deduplication of efforts. With plans in place and LEF and LEAF on track
2577to raise $4.00 million. they are well-poised to build on this work in 2014 and help support strong Latino civic participation.
2578
25792013 PERFORMANCE AND IMPACT
2580
2581
2582PROGRAM 0000 OPERATIONS 0000 FINANCE 0000 COLLABORATION 0000
2583
2584PROGRAM
2585
2586Met goal to develop two-year grantmaking strategy. .
2587Invested more than $1.00 million in seven states (AZ, CA, CO.
2588
2589FL, NV. TX, and VA) with high Latino populations to support
2590efforts of 16 organizations working on immigration reform
2591
2592and healthcare enrollment. Contacts will be reengaged in
2593
25942014 as part of ongoing nonpartisan issue campaigns and
2595
2596voter registration and turnout efforts.
2597
2598OPERATIONS AND GOVERNANCE
2599
2600Met goal to increase Advisory Board diversity.
2601Added two new members to Board, adding I
2602three new people of color and three women.
2603
2604Met goal to help organizations better track.
2605measure. and report their Impact. Introduced
2606. updated software to all grantees, which
2607requires them to report and track their work
2608using a common format on a quarterly basis.
2609
2610Met goal to advance research agenda by analyzing 2012
2611
2612?ndings and sharing best practices. Disseminated results 5
2613from eight experiments on how to best communicate, 
2614engage, and turnout Latinos: results will inform LEF and
2615
2616COLLABORATION AND ALIGNMENT
2617LEAF's grantmaking and become best practices for the field. I
2618
2619Met goal to work with other DA engagement
2620funds and state tables. Co-hosted funders
2621briefing with Youth and Black Civic
2622Engagement Funds for shared grantee.
2623Virginia New Majority and coordinated
2624grantmaking in accordance with legal
2625restrictions. Developed coordinated two-year
2626plans with grantees in LEF and LEAF's
2627
2628target states.
2629
2630Partially met leadership development goal. Prioritized
2631leadership development in grantmaking; two grantees
2632identified 1.200 activists who were active in immigration
2633reform campaigns and poised for future leadership
2634development activities. Going forward. LEAF will look for 
2635opportunities to partner with other new leadership programs, 
2636such as the Latino Victory Fund, and hone strategies for
2637supporting leadership development work.
2638
2639 
2640
2641FINANCE
2642
2643Raised $1.95 million for LEF and 2013 Projected Budget
2644
2645 
2646
2647     
2648
2649
2650LEAF. nearly meeting $2.00 million 5 2.0
2651goal. Raised and spent entire 5195 . 2013 Revenue
2652$350,000 operating budget. Raised full 2 1.5
2653$1.60 million regranting budget .5 . 2?13 expenses
2654and allocated $1.37 million. 2 ?0 . DA Partner Support
26555 a
26562013 Stretch Goal/
26571 Met goal to secure one mum-year 3 0 Funding Target
2658commitment for operational expenses 0?5
2659i and grantmaking. Acquired two Summing 
2660multi-year commitments. 0-0 
2661
2662 
2663
2664anate and Con?dentialto Democracy/mama 2012-2014 on PORTFOLIO name 2014 25
2665
26662014 GOALS AND BENCHMARKS
2667
2668In 2014. the Latino Engagement and Latino Engagement Action Funds will continue
2669building a strong Latino civic engagement infrastructure, engaging in critical nonpartisan
2670election-year educational and mobilization efforts. By providing tools and coordinating
2671with America Votes and State Voices tables. as appropriate. LEF and LEAF help
2672
2673position the movement for maximum impact in what is expected to be a challenging
2674
2675political environment.
2676
2677Program
2678
2679Increase Latino voter participation
2680
2681through coordinated civic engagement
2682
2683programs in at least eight states (AZ.
2684CA, CO. FL, GA. NV, TX, and VA). with
2685grantees jointly registering 250.000
2686new voters.
2687
2688Develop 2016-2020 LEF and LEAF
2689strategic plan to position Latinos as
2690essential component of progressive
2691coalition and next redistricting battle.
2692
2693Operations and Governance
2694
2695Solidify Advisory Board support for
2696LEF and work by establishing
2697clear operating support minimums
2698and obtaining 100% participation from
2699Advisory Board members.
2700
2701Collaboration
2702
2703Deepen alignment with other DA
2704constituency-focused funding efforts.
2705exploring opportunities to collaborate
2706on research projects and in-state
2707grantmaking and fundraising.
2708
2709Finance
2710
2711Raise $450,000 operating budget
2712and $4.00 million for regranting to
2713high~impact Latino civic engagement
2714organizations.
2715
2716 
2717
2718DA staff recommends baseline support
2719
2720for LEF and LEAF of at least $1.50 million.
2721Increasing support to $2.00 million would
2722
2723allow them to support greater voter
2724
2725registration and turnout efforts. Meeting
2726this funding target would require current
2727
2728supporters to moderately increase their
2729giving and for several new Partners to
2730support their work.
2731
273226 LATINO ENGAGEMENT FUND
2733
2734Launch data and research program
2735
2736in partnership with other DA
2737constituency-focused funding efforts
2738to improve accuracy of voter file data
2739and understand barriers to increased
2740Rising American Electorate (RAE) voter
2741participation.
2742
2743Introduce small and mid-level donor
2744program around 2014 mldterms to
2745diversify funding and engage with more
2746Latino donors.
2747
2748Convene working group to clarify
2749governance and oversight of LEF
2750of LEAF and implement final
2751recommendations.
2752
2753Partner with NALEO Education Fund
2754on voter protection by supporting
2755their bilingual hotline and encouraging
2756grantees to integrate voter protection
2757into their existing voter contact work.
2758
2759 
2760
2761DA Funding Target as Part
2762
2763of Overall Projected Budget
2764
27652014 Projected Budget: $4,450,000
2766
2767       
2768   
2769
2770
2771.. 
2772i 34-,
2773
27748150/ 2.00
2775
2776MILLION
2777
2778. 2014 Baseline Funding rue-i
2779. 2014 Stretch Goal
2780
2781 
2782
2783Diversity Statistics
2784
2785 
2786
278756 People - I 
2788of Csiio?i i  
2789swim.? sex can 50%
2790
2791as were ms 190* .
2792
2793 
2794
2795The DA encourages organizations
2796to report diversity in leadership and
2797
2798personnel Since submission of this date is
2799
2800voluntary. the report may be incomplete.
2801
2802for Alignment
2803
2804LEF and LEAF have been a
2805strong voice among the 
2806constituency-focused efforts
2807
2808for finding ways to more
2809
2810closely align operations and
2811grantmaking. They were the
2812lead planners behind a joint
2813convening in late 2013 where
2814New Media Ventures and the
2815Latino. Youth. Women. and
2816Black Civic Engagement (BCEF)
2817Funds came together to share
2818best grantmaking practices and
2819to pledge to jointly fundralse
2820and align their in~state giving.
2821This prompted LEF and LEAF to
2822partner with BCEF to support
2823healthcare enrollment efforts in
2824FL and TX. Also, they continue
2825to fill gaps and build capacity at
2826the state level. Using the same
2827reporting metrics tool, LEF and
2828LEAF track movement activities
2829in real-time. directing resources
2830to high-performing organizations
2831in each state and ?lling gaps. as
2832needed. This also allows them to
2833ensure that organizations are not
2834duplicating efforts. saving the
2835movement precious resources.
2836
2837 
2838
2839Opportunities
2840
2841 
2842
2843 
2844
2845To provide a more complete picture. this
2846memo reports on the work of both the
2847501(c)(3) Lat/no Engagement Fund and
2848the 507(c)(4) Latino Engagement Action
2849Fund The operatiOns of the two organi-
2850zations are kept separate to the degree
2851requrred by law
2852
2853Private and Con?dential to Democracy Alliance
2854
2855 2013 PROGRESS REPORT AND 2014 FORECAST
2856
2857fi?li A: lC-  ?l
2858ill?l? l_ ?r
2859
2860    (Ilij'tIlCi?llz'J ?0:golilamine?l?iimply
2861
2862. .  lug 
2863
28645 mic! lil tr 
2865
2866 
2867
2868In 2013. Media Matters? research on the lack of diversity on the airwaves sparked national conversation. and its efforts to
2869
2870highlight distorted reporting of climate science and unethical behavior by media personalities at ABC. CNBC. and CNN
2871
2872provoked condemnation of those networks by leading media authorities. Media Matters helped discredit baseless attacks on the,
2873Administration?s handling of the Benghazi tragedy. exposing failure to thoroughly vet the source of its 60 Minutes feature and
2874prompting the reporter and producer to take leaves of absence. Media Matters also completed a strategic planning process and a
2875smooth leadership transition under its new president. Bradley Beychok.
2876
28772013 PERFORMANCE AND IMPACT
2878
2879I- . 
2880
2881PROGRAM 0000 OPERATIONS FINANCE COLLABORATION 0000 I
2882
2883
2884
2885 
2886
2887I PROGRAM OPERATIONS AND GOVERNANCE 
2888I Nearly met goal to launch Mythopedia database to serve as Partially met goal to enhance security of I
2889repository of conservative Completed web design, technology and launch redesigned mobile
2890
2891database development. and aggregation of facts to debunk website. Migrated to cloud-based server;
2892
2893I 450 by December. Launched site in February 2014. delayed mobile site redesign, focusing on
2894
2895I Mythopedia project. '3
2896I Met goal to acquire new technology for expanding monitoring I I
2897I and tracking social media sites. Developed unique software, I Met goal to complete straw?: p'annmg process I
2898enabling collection and analysis of social media feeds from 175 and begin to ?5 res-ommendauons' I
2899I influential figures such as Fox News' Todd Starnes. Spun off progress've Talent 'n't'at've as separate
2900
2901organization. Hired Director of Operations. 
2902Met goal to increase Investigative reporting of unethical 1 I 
2903behavior by conservative pundits. Expanded investigative 
2904research capacity; exposed Newt Gingrich?s undisclosed COLLABORATION AND ALIGNMENT
2905donations to conservative Senate campaigns through his PAC,
2906despite CNN guidelines, raising the con?ict of interest in other
2907national media outlets. 
2908
2909Met goal to Increase support to state-based
2910organizations with local organizations
2911using research In ?high impact" ways. With
2912
2913 
2914
2915i Pr hli local er's
2916Met goal to grow online communities by initiating two-way  spap
2917conwmuons with ?pm and ?v9.0 In viral i unethical involvement in legislative recalls; worked
2918. . 9 . with TX affiliates of NARAL. Planned Parenthood,
2919content. Spread graphic on Pope FranCIs admonishment and ProgressNow to expose Ted Nugent most.
2920trickle-down economics to 1.5 million Viewers; grew Facebook . . . . .
2921. . . . . sexust. and extremist Views. forcmg gubernatorial
2922page traffic to 3 million unique Viewers per week.
2923
2924candidate Greg Abbott to distance himself. Work
2925extended to 8 other states. 
2926
2927   
2928
2929 
2930
2931I
2932
2933FINANCE
293415 a 2013 Projected Budget
2935Partially met goal to diversify 5,3,8; 
2936funding and make organization more 2 12 I
2937sustainable. Secured $1.15 million in . 20,3 Revenue
2938I funding from nine new foundations 9
2939and 24 new individual donors. Did not .5 . 2013 Expenses
2940increase cash rese . 
2941mes L6 5 9 DA Partner Support
2942I Raised $13.82 million, exceeding 8 3 2013 Stretch Goal/
2943I revised $11.63 million budget; spent Funding Target
2944$11.56 million. 0 DA Partners supporting
2945my?. and con?denm, ,0 Mama, Nuance 2012-2014 DA PORTFOLIO SPRING 2014 27
2946
2947?rvv?r?r'
2948
2949
29502014 GOALS AND BENCHMARKS
2951
2952in 2014. Media Matters will seek to expand its media monitoring to Spanish-language
2953outlets and create additional tools, resources. and trainings to enhance national and
2954state-based progressive allies' ability to debunk misinformation and rapidly respond to
2955
2956conservative attacks.
2957
2958Program
2959
2960 
2961
2962Address gender imbalance of
2963readership by publishing additional
2964research on media diversity and issues
2965relating to gender.
2966
2967Set benchmarks for issue teams'
2968research to assist with regular updates
2969to supporters, following successful
2970model of the climate and energy team.
2971
2972Operations
2973
2974 
2975
2976Complete high priority tech
2977infrastructure upgrades - including
2978digital video conversion and Virtual
2979Private Network (VPN) setup - to
2980optimize performance.
2981
2982Increase staff retention rate by
2983successfully integrating new Director
2984
2985Collaboration
2986
2987Provide information to Congressional
2988members' offices and state-based
2989networks (such as State Voices) and
2990increase their usage of Media Matters
2991content to 95 "high impact" instances.
2992a 50% increase.
2993
2994Finances
2995
2996Secure commitments from nine new
2997foundations and 40 new individual
2998donors.
2999
3000For 2014. DA staff recommends
3001baseline support for Media Matters
3002
3003of at least $2.40 million. Increasing
3004support from this level to $3.00 million
3005would enable Media Matters to more
3006quickly develop and test its custom
3007"Metis" software for tracking the origin
3008and path of conservative smears.
3009Meeting this funding target would
3010require DA Partners to sustain and
3011modestly increase their giving.
3012
301328 MIDIA MATTIRS son AMIRICA
3014
3015increase reach of web-based content
3016and new Mythopedia database by
3017launching new tools that determine
3018the origin, track the path, and predict
3019the lifecycle of conservative smears.
3020creating a communications platform
3021that helps customize reporter
3022
3023and press outreach lists for more
3024precise targeting.
3025
3026of Operations into organization
3027management, developing centralized
3028system for tracking progress on
3029departmental goals. expanding
3030professional development
3031opportunities, and sharing decision-
3032making responsibilities with
3033mid-level managers.
3034
3035Enhance "rapid-response" capacity
3036
3037of national and state allies by
3038providing 10 trainings and regular
3039assistance on myth-debunking. crisis
3040communications, and development
3041and implementation of rapid-response
3042strategies and programs.
3043
3044DA Funding Target as Part
3045of Overall Projected Budget
3046
30472014 Projected Budget: $11,670,000
3048
3049   
3050 
3051
305252.40/100
3053
3054MILLION
3055
3056. 2014 Baseline raiding meet
3057. 20M smidi Goal
3058
3059Diversity Statistics
3060
3061 
3062
3063Total 9 .7 I in
3064.- .- 
3065cream .  
3066?Women 22% 57% 34%
3067Metro his   
3068
3069 
3070
3071The DA encourages organizations
3072
3073to report diversity in leadership and
3074personnel. Since submission of this data is
3075voluntary, the report may be incomplete.
3076
3077Opportunities
3078for Alignment
3079
3080Media Matters has increasingly
3081squashed unsubstantiated
3082claims that originate in fringe,
3083conservative media. and it is
3084laying the groundwork to correct
3085misinformation and 
3086propagated in Spanish-language
3087outlets. This year. Media Matters
3088has expanded its training
3089
3090for national and state-based
3091allies in order to help increase
3092the internal communications
3093and messaging capacity of
3094progressive organizations -
3095helping them develop their own
3096rapid-response programs and
3097effectively debunk conservative
3098regarding their issues.
3099Media Matters has already begun
3100hosting gatherings
3101
3102of progressive organizations
3103that work on the same issues
3104
3105- including racial justice and
3106environmental organizations.
3107This work to assist progressive
3108allies with anticipating attacks
3109and developing strategies
3110
3111for addressing them could
3112
3113help ensure more uniform
3114
3115and aggressive responses to
3116conservative misinformation.
3117
3118 
3119
3120 
3121
3122 
3123
3124 
3125
3126To prowde a more complete picture.
3127this memo reports on the work of both
3128the 507(c)(3) Media Matters for America
3129and the 501(c)(4) Media Matters Action
3130Network. The operations of the two
3131organizations are kept separate to the
3132degree required by law.
3133
3134Private and Confidential to Democracy Alliance
3135
3136
3137
3138
3139
3140
3141
31422013 PROGRESS REPORT AND 2014 FORECAST
3143
3144n'icrzi of
3145
3146Iri-t-r?tiulng Qi?iij :ut'm inc} HOT:
3147
3148New Media Ventures
3149
3150.?ii?ri with to
3151
3152[rogues-.1? thong;-
31531
3154
3155Last year. New Media Ventures (NMV) continued to re?ne its model for identifying and funding promising start-ups. as well as
3156experiment with its approach for building the market for progressive new media and technology. NMV identified two early-stage.
3157for-profit companies in which its angel network invested - Attentive.ly and CrowdTangie, both of which help progressives better
3158engage their supporters using social media and analytics. NMV also launched its Innovation Fund. enabling it to provide seed
3159funding to nine nonpro?t start-ups. Through its first annual NMV Summit. regular ?State of the Field? calls, and new website launch.
3160NMV solidi?ed its role as a trusted resource and convener within the progressive start-up space.
3161
31622013 PERFORMANCE AND IMPACT
3163
3164PROGRAM 0000 OPERATIONS 0000 FINANCE COLLABORATION 
3165
3166PROGRAM 1 OPERATIONS AND GOVERNANCE
3167
3168Did not meet goal to add new Board member.
3169Formalized roles Of current Board members.
3170Recruitment effort ongoing.
3171
3172Met goal to launch NMV innovation Fund for regranting
3173to promising nonprofit start-ups. Raised and regranted
3174$230,000 to nine nonprofit start-ups.
3175
3176 
3177
3178Partially met goal to double progressive start-up
3179
3180i portfolio by investing $2.00 million In 12 new deals.
3181invested $630000 in ii startups - two for-profit and nine
3182nonpro?t. Began to develop new metrics for success
3183(other than number of deals and money raised), given
3184significant need for earlier-stage support for startups.
3185
3186Did not meet goal to add 20 new investors to network;
3187
3188met goal to deepen pipeline of potential recruits. Added .
3189four new investors to network. Shifted focus to more 
3190deeply engaging current investors and prospects at NMV i
3191Summit and through ?State of the Field? calls. 
3192
3193Met goal to formalize 501(c)(3) structure. Organization
3194can now accept 501(c)(3) contributions to support its
3195operations.
3196
3197COLLABORATION AND ALIGNMENT
3198
3199Met goal to host four ?State of the Field? calls. Brought
3200together leaders from impact investing and progressive
3201politics to discuss innovative technology and trends.
3202
3203Met goal to cultivate and grow diverse network
3204of investors from impact investment, progressive
3205
3206Met goal to expand communications efforts and ability and technology/8mm? worlds
3207
3208to ?in; "few  gzugd?gd weevsfge'anigre: Launched first-annual NMV Summit, convening and
3209news 6 er mm 0 5c" ers' ey are I deepening relationships between over 50 impact
3210
3211. . - I
3212.experf'se through "ammgs at start up and 'mpad investors. philanthropists. and entrepreneurs.
3213Investing conferences. 1
3214
3215
3216
3217 
3218
3219FINANCE
3220
3221Raised $390,000. nearly meeting MO 0 mime? Bud?
3222$400,000 goal: held spending 3 0?35 . 2013 Revenue
3223to $360,000. 2 0.30
3224
3225. 2013 Expenses
3226Met goal to expand maior donor program 5 ?5
3227and encourage commitments towards 5 0.20 0 DA Perm? Supp?
3228operating budget from active Investors. ms 2013 Stretch Goal/
3229Secured commitments from 65% of active 2 mo Funding mg?
3230investors, including support from eight 
3231
32320.05 
32330.00
3234
3235new donors. Tripled median donation tO
3236the organization.
3237
3238 
3239
3240DA Fathers Smporting 14].
3241
3242The Democracy Alliance (DA) does not endorse or recommend to Partners an Investment /n any for-pro?t company or in any investment
3243vehicle relating to any fOf-DfOflt company The DA's rewew of for-profit company materials IS Intended only to be used to determine the degree
3244to which a company's actiwtres are In line with the DA's current goals and priorities. and IS not intended to be. nor can It be. used as investment
3245advice The Democracy Alliance is not a registered broker-deal or investment adwsor and does not realize any compensation from its efforts
3246regard to identi?cation of for'profit companies
3247
3248Private and Con?dential to Democracy Alliance DA PORTFOLIO span.? 30"
3249
3250 
3251
3252 
3253
325429
3255
32562014 GOALS AND BENCHMARKS
3257
3258In 2014. NMV will work to deepen relationships among more progressive philanthropists.
3259impact investors. and technology and social media entrepreneurs through its second NMV
3260Summit. NMV will also seek to increase its support to very early stage progressive start-ups
3261
3262and make its business model more sustainable.
3263
3264Program
3265
3266Conduct holistic review of NMV
3267Innovation Fund's 2013 grant-making:
3268examine results; and determine ability of
3269the fund to have an impact on nonprofit
3270start-ups in future.
3271
3272Host second annual NMV Summit with
3273over 65 impact investors, entrepreneurs,
3274
3275Operations
3276
3277Maximize ability to invest in for-profit
3278companies. educate field of nonpro?t
3279start-ups. and make strategic
3280philanthropic grants by revising
3281operating structures.
3282
3283Collaboration
3284
3285Share expertise with aspiring
3286entrepreneurs and elevate profile of
3287portfolio companies and organizations
3288to prospective funders by collaborating
3289with startups like Sum of Us. Upworthy,
3290
3291Finances
3292
3293Raise at least $250.000 for re-granting
3294through NMV innovation Fund, focused
3295on nonpro?t start-ups.
3296
3297Although NMV has attracted significant
3298investment from DA Partners for its
3299surfaced deals. its operations remain
3300underfunded. For 2014. DA staff
3301recommends baseline support of
3302$250000 for NMV's operating budget.
3303Increasing support to $400,000 would
3304enable NMV to work with a broader
3305range of startup organizations that
3306could help the movement maintain its
3307innovation advantage. Meeting this target
3308would require additional DA Partners.
3309especially those that have invested
3310
3311in surfaced deals. to support NMV's
3312operations.
3313
331430 NEW mom vemunts
3315
3316and philanthropists attending; create
3317more opportunities for investor-only
3318conversations.
3319
3320Launch next iteration of NMV Innovation
3321Fund. a $1.00 million dollar initiative to
3322support nonprofit and for-profit early
3323stage startups.
3324
3325Grow staff by hiring investment and
3326operations personnel.
3327
3328Formalize business model to ensure
3329
3330the organization is compensated
3331appropriately for the value it creates for
3332stakeholders.
3333
3334and others to share findings on impact
3335investing and innovative approaches
3336
3337to financing, structuring and scaling
3338progressive startups through NMV blog
3339and convenings throughout the year.
3340
3341DA Funding Target as Part
3342of Overall Projected Budget
3343
33442014 Projected Budget: $400,000
3345
3346   
3347
3348
3349
3350MILLION
3351
3352
3353.msmnoou
3354
3355 
3356
3357 
3358
3359Diversity Statistics
3360
3361 
3362
3363Total 6 1 1
3364
3365?Rebels - i 
3366
3367arcade 17" 10?34 ,l 
3368
3369SWomen 33% 100% 100%
3370
3371superb . 0%
3372
3373
3374The DA encourages organizations
3375
3376to report diversity in leadership and
3377personnel. Since submission of this data is
3378voluntary. the report may be incomplete.
3379
3380Opportunities
3381for Alignment
3382
3383NMV has firmly established
3384
3385itself at the intersection of
3386
3387the progressive philanthropy,
3388impact investing. and technology
3389start-up worlds, and its expertise
3390in this niche has made NMV a
3391critical resource and validator for
3392progressive allies (such as labor
3393partners) that seek to adopt
3394innovative technology. NMV
3395continues to play a signaling
3396
3397role for impact investors and
3398philanthropists - through the
3399funding it facilitates and the
3400convening role it plays - ensuring
3401a more cohesive network
3402
3403of progressive innovators
3404
3405and investors.
3406
3407This year, NMV will increase
3408
3409its communications with
3410supporters through more
3411
3412regular biog content and
3413additional newsletters. expand
3414its entrepreneurship trainings
3415
3416for progressive organizers and
3417investors at conferences such
3418
3419as Netroots Nation and Lean
3420Start-Up. and convene its second
3421annual NMV Summit. This work
3422to more widely share common
3423challenges and practices for
3424launching. sustaining. and scaling
3425progressive start-u p5 could
3426
3427help increase the pipeline of
3428progressive start-ups that are
3429ripe for angel investing.
3430
3431 
3432
3433 
3434
3435Private and Confidential to Democracy Alliance
3436
34372013 PROGRESS REPORT AND 2014 FORECAST
3438
3439?thw Om.? Ming} 
3440
3441.a-iv: of
3442
3443New Organizing Institute
3444
3445gunman: 11'141
3446
3447Ltr'vnl (1rd scat;- Iill,ii i "gful 
3448
3449 
3450
3451Last year, New Organizing Institute (N01) and New Organizing Institute Education Fund (NOIEF) - jointly referred to as -
3452led the progressive movement in recruiting and training talented organizers and fostering a culture of experimentation. re?ection.
3453and learning among them. In addition to exceeding its training targets for the year. provided new open-source tools and
3454career resources to aid organizers in their growth and development. in March of last year, Ethan Roeder became Executive
3455Director and oversaw a smooth leadership transition, inclusive of several senior staff hires. improvement of financial
3456accounting systems. and a clean result from its external audit.
3457
34582013 PERFORMANCE AND IMPACT
3459
3460I PROGRAM 0000
3461I
3462i
3463
3464OPERATIONS FINANCE COLLABORATION 0000 
3465
3466PROGRAM
3467
3468Met goal to equip national, state. and local organizers with
3469skills and support needed to run and win campaigns. Trained
3470over 2,700 organizers (exceeding 2,500 target); conducted 64
3471
3472I trainings on data management. digital strategy. public narrative.
3473I and issue-specific organizing for League of Conservation
3474
3475I
3476
3477
3478
3479
3480
3481OPERATIONS AND GOVERNANCE I
3482
3483Met goal to successfully manage senior
3484leadership transitions. Critical staff hires made,
3485including Chief of Staff. Administrative Director.
3486Development Associate. and Interim Training
3487Director. Completed strategic-planning process
3488in January 2014. setting organizational priorities
3489for next 12 months.
3490
3491I
3492
3493Voters, MoveOn.org. NAACP. Planned Parenthood. PICO,
3494and others.
3495
3496 
3497
3498Partially met goal to provide opportunities for progressives 
3499to find jobs in the movement. Launched Work Forward talent i
3500placement program. Missed targets of 1.270 participating
3501employers and 3,000 posted positions; ultimately attracted
3502680 organizations. 4,400 resumes. and 1,580 posted positions.
3503Reduced project scope in June. prioritizing organizer training.
3504
3505COLLABORATION AND ALIGNMENT
3506
3507i
3508
3509
35101
3511
3512Met goal to collaborate with immigrant rights
3513
3514organizations. Trained 180 immigrant rights
3515
3516leaders and advised United We Dream on acts of I
3517
3518civil disobedience that received national media
3519
3520attention.
3521
3522Nearly met goal to deepen and grow community
3523through additional gatherings and new resources. Grew
3524communications list by 69% to 54,000; doubled national
3525Rootscamp sponsorships and exceeded participation goal with
3526over 1,800 attendees. Held 22 state Rootscamps and developed
3527108 downloadable training modules. missing targets of 25 and i
3528200. respectively. 
3529
3530Nearly met goal to work with Catailst to produce I
35312012 independent Voter Registration Report. 1
3532Released report in January 2014 assessing 
3533outcomes. best organizing practices. and uses of 
3534technology in 2012 cycle.
3535
3536 
3537
3538 
3539
3540FINANCE i
3541I .
3542Raised $3.83 million in revenue. nearly 2013 promted BUdget
3543meeting revised $3.91 million budget. 3 $3.19 2013 
35444 I Revised Budget
3545Did not meet goal to diversify revenue 5 20?3 Revenue 1
3546to include 60% foundation grants, 3 . 2013 Ex
354720% individual donor support, and 3 poms
35482096 earned revenue. Secured 79% 5 2 0 DA Partner Support i
3549from foundations, 12% from individual 3 
35502013 Stret Go I -
3551donors. and 9% from earned revenue by a 1 3?75 0 Funding Target a,
3552end Of yea? I DA Partners Supporting 
3553A:
3554
3555 
3556
3557Private and Con?dentialto Democracy Alliance 2012-2014 on PORTFOLIO 2014 31
3558
35592014 GOALS AND BENCHMARKS
3560
3561In 2014. will deepen its reach in the states and expand the resources available to
3562election administration officials It will also seek to further diversify its revenue. given its
3563
3564ambitious budget goal.
3565
3566Program
3567
3568 
3569
3570Increase diversity of organizing
3571community by ensuring that at least
357240% of trainees represent emerging
3573majority populations (a 10% increase).
3574
3575Re-launch Organizer's Guide to Election
3576Administration in English and Spanish;
3577expand ELECTricity program by training
3578and convening at least 10 meetings
3579with election administration officials or
3580their associations.
3581
3582Operations
3583
3584Adopt new customer-relationship
3585database and accounting systems to
3586better manage constituent relationships
3587and financial tracking.
3588
3589Improve retention of institutional
3590knowledge through revamp of
3591
3592Collaboration
3593
3594 
3595
3596Share tools and best practices further
3597by increasing national Rootscamp
3598attendance from 1,800 to over
3599
36002,200: hosting at least 60 trainings,
3601bootcamps. and webinars; and
3602participating in Open Supporter Data
3603Interface (a common technology
3604platform for political vendors
3605
3606and users).
3607
3608orientations and exit interview
3609procedures.
3610
3611Fill two Board vacancies with
3612experientially diverse members.
3613
3614 
3615
3616Leverage relationships with progressive
3617organizations to build state-based
3618organizing infrastructure by training
36191.000 new organizers and placing
3620
3621450 of them in state and local issue
3622advocacy campaigns and movements
3623through NOI.
3624
3625Finances
3626
3627Secure $300,000 from fiscal
3628
3629sponsorships and new foundation
3630support for NOIEF and an additional
3631$200,000 in small-dollar donations and
3632new foundation support for NOI.
3633
3634receives a low level of DA
3635Partner support relative to other
3636Aligned Network organizations, with
3637one institutional grant accounting
3638
3639for more than half of it. DA staff
3640recommends baseline support for 
3641EF of $750,000. Increasing support
3642to $1.00 million would enable 
3643EF to extend its support for one or
3644two networks of activists after its
3645State Training Program pilot. Meeting
3646this target would require several new
3647Partners to invest in and for
3648
364932 new ORGANIZING 
3650
3651Manage Data Entry Consolidation
3652Center (DECC) and assist partner
3653organizations with immediately
3654processing voter registrations and
3655maintaining up-to-date voter contact
3656lists and GOTV information through
3657NOIEF.
3658
3659 
3660
3661DA Funding Target as Part
3662of Overall Projected Budget
3663
36642014 Projected 
3665
3666   
3667
3668sO.75/1.00
3669
3670MILLION
3671
3672. 201a Baseline Funding 1am:
3673. 2014 Stretch Goal
3674
3675 
3676
3677current Partners to increase their
3678support significantly.
3679
3680Diversity Statistics
3681
3682 
3683
3684Total 5 7 30
3685
368696 People  3! .
36879' Color 40x 29x 33.5.;
36889? Women 40% 603?
3689
3690reward 20x 14x 91 
3691
3692 
3693
3694The DA encourages organizations
3695
3696to report diversity in leadership and
3697personnel. Since submission of this data is
3698voluntary the report may be incomplete.
3699
3700Opportunities
3701for Alignment
3702
3703Advancing progressive policy
3704requires a deep bench of
3705organizers skilled in the practice of
3706engaging citizens and persuading
3707them to participate in civic
3708
3709life. NOI's focus on deepening,
3710diversifying, and increasing the
3711sophistication of that bench
3712continues to bolster the organizing
3713and issue advocacy efforts of
3714
3715a wide-range of progressives-
3716from informal communities
3717
3718of transgender activists to
3719established national organizations
3720such as NAACP. Planned
3721Parenthood. and Sierra Club.
3722
3723In addition to continuing its
3724partnership with Organizing for
3725Action to train and place promising
3726organizers into fellowships with
3727environmental organizations.
3728
3729will extend its own reach in
3730the states. NOIEF plans to pilot
3731
3732a State Training Program for
3733organizers in six geographically
3734distinct cities such as Houston and
3735Miami and partner with state and
3736local organizations such as Texas
3737Organizing Project and national
3738organizations such as State Voices
3739in order to integrate them into
3740campaigns. These nascent pilot
3741programs hold significant potential.
3742
3743 
3744
3745 
3746
3747 
3748
3749To provide a more complete picture.
3750
3751this memo reports on the work of both
3752the 501(c) (3) New Organizing Institute
3753Education Fund and the 501(c)(4) New
3754Organizmg Institute The operations of the
3755two organizations are kept separate to the
3756degree required by law.
3757
3758Private and Confidential to Democracy Alliance
3759
3760 
3761
3762
3763
37642013 PROGRESS REPORT AND 2014 FORECAST
3765
3766
3767
37681r? for shit) and kiczi! Ctt'f 
3769
3770thin}
3771
3772Progressive Majority
3773
3774(?fe-chum: 
3775
3776Progressive Majority. Progressive Majority Action Fund (PMAF) and the Public Leadership Institute (PLI). collectively referenced
3777as work to equip progressives with the tools they need to create policy change. in 2013. PM helped elect 60 progressives
3778and ?ip six local governments. and its network of progressive lawmakers and advocates grew to more than 14.000. Operationally.
3779the organizations remain ?scally sponsored by the Campaign for America's Future/institute for America?s Future and fundraising
3780remained a challenge. raising concerns about PM's ability to continue carrying out its core work even on a reduced scale. PM has
3781already scaled back its operations extensively and any further declines in funding would necessitate significant program cuts.
3782
37832013 PERFORMANCE AND IMPACT
3784
3785PROGRAM 00 
3786
3787
3788
3789OPERATIONS FINANCE COLLABORATION 
3790
3791PROGRAM OPERATIONS AND GOVERNANCE
3792
3793Partially met goal to Investigate
3794
3795new sustainable program model to
3796accommodate growth and changing sector
3797needs. Farm team members? and lawmakers'
3798feedback drove program improvements and
3799creation of Candidate Coordinator position.
3800which will improve communications with
3801candidates going forward. Voicing our
3802Values messaging project offers new
3803services and trainings for candidates.
3804
3805Met goal to recruit 150 candidates to run for office. many
3806from diverse backgrounds. Recruited 152 candidates into
3807farm team, with 52% women; 34% people of color; 31%
3808under age of 35; 23% union members; and 5% openly
3809LGBTO. 95 candidates ran with 64% win rate, up 3%
3810
3811from 2012.
3812
3813I
38141
3815
3816Met goal to increase size of candidate training program.
3817Expanded course offerings from 123 to 136 and more than
3818doubled number of participants to nearly 3,000.
3819
3820Met goal to expand elected of?cials network from 3.715 to
38215.500 state and municipal lawmakers and hold gathering
3822for members. increased network to 11,680 plus additional
38231,580 advocates; held national Local Progress gathering,
3824bringing network of progressive city officials together.
3825
3826COLLABORATION AND ALIGNMENT
3827
3828Met goal to partner with over 40
3829organizations to maintain State Policy
3830Alliance efforts and coordinate work of
3831progressive elected officials at state and
3832local levels. Established State Policy Alliance
3833coalition: crafted and disseminated to public
38341 of?cial network "gamechanger" policies for
3835
3836i progressives.
3837
3838
3839
3840Partially met goal to publish 2nd messaging guide and
3841hold trainings on framework. Held 706 trainings for 274
3842lawmakers and wrote 15 new chapters on messaging;
3843postponed publishing until spring 2014.
3844
3845 
3846
3847FINANCE
3848
3849Raised $1.10 million. short of revised
3850$1.68 million goal; successfully held
3851spending to $870,000.
3852
38530 2013 Projected Budget
3854
38552013 Mid-Year
3856Revised Budget
3857
3858. 2013 Revenue
3859
3860Did not meet goal to develop more
3861
3862sustainable and diversified funding
3863
38641 model. Developed communications and
3865marketing plan and websites for PMAF.
3866PLI, and Local Progress; cultivation of
3867email list in progress. Joint fundraising
3868with ?ve other organizations
3869
3870yielded $30.000.
3871
3872. 2013 Expenses
3873
3874$110 a DA Partner Support
3875
3876Dollars in Millions
3877
38782013 Stretch Goal/
3879Funding Target
3880
3881 
3882
3883Private and Con?dential (0 Democracy Alliance 301240? DA PORTFOLIO SPRING 30?
3884
3885and campaign nupport. i?cizrni 13'
3886
3887m,
3888DA Partners Supporting 
3889
3890
3891
3892IT:
3893
3894a
3895
3896I
3897
38982014 GOALS AND BENCHMARKS
3899
3900In 2014. PM will continue to recruit progressive leaders and support their candidacies.
3901Progressive Majority Action Fund and Public Leadership Institute will provide lawmakers
3902model legislation, values-based messaging, and training to shift the public debate on
3903critical issues. While their core programmatic work has remained effective. it is critical
3904that fundraising be the organizations' top priority.
3905
3906Program
3907
3908Publish 2nd Edition of Voicing Our
3909values and use it to train 800 new
3910lawmakers and candidates on how to
3911talk to voters on many nuanced and
3912difficult subjects.
3913
3914Field 150 candidates to run for office
3915with 60% winning their races.
3916
3917Expand trainings to candidates,
3918offering 150 courses and materials
3919online and in-state. 20 webinar
3920sessions per month. and at least seven
3921in-state trainings.
3922
3923Operations and Governance
3924
3925Engage Board of Directors in
3926fundraising with members giving or
3927raising $500,000; develop process for
3928engaging new Board members.
3929
3930investigate new sustainable business/
3931program model to accommodate
3932changing sector needs.
3933
3934Collaboration
3935
3936Collaborate with partners in State
3937Policy Alliance to lead coordinated
3938state policy campaigns on economic
3939justice, democracy reform and
3940education; research and begin
3941
3942to develop strategy to pursue
3943
3944bold "gamechanger" structural
3945policy reforms.
3946
3947increase Progressive Leaders Network
3948to at least 20,000 lawmakers, up
3949
3950from current 13.200. and increase
3951engagement of members.
3952
3953Finance
3954
3955 
3956
3957Raise combined budgets of
3958$1.35 million with major donors
3959contributing at least $780,000.
3960
3961DA Funding Target as Part
3962of Overall Projected Budget
3963
39642014 Projected Budget: $1,350.000
3965DA staff recommends baseline
3966
3967support for Progressive Majority.
3968Progressive Majority Action Fund,
3969and Public Leadership institute of
3970
3971at least $650,000 with a stretch
3972
3973goal of $800,000. DA Partners have
3974historically played a significant role in
3975progressive leadership development
3976and with that support declining, these
3977organizations have not secured new
3978sources of support for this work.
3979Partners must dramatically increase
3980
3981   
3982
3983
3984
3985
3986
3987. 2014 Baseline Funding ?I?argat
3988. 2014 Stretch Goal
3989
3990 
3991
3992funding, or the DA and others must
3993rethink how we approach and support
3994candidate leadership.
3995
399634 MAJORITY
3997
3998Diversity Statistics:
3999
4000 
4001
4002Total 9 4
40033.233? 33* I .5 4:53: ..
4004?Women 339; m' 1  
4005?were 
4006
4007 
4008
4009The DA encourages organizations
4010
4011to report diversity in leadership and
4012personnel Since submission of this data Is
4013voluntary, the report may be incomplete.
4014
4015Opportunities
4016for Alignment
4017
4018The State Policy Alliance.
4019supported by facilitates
4020greater collaboration among
4021progressive organizations and
4022lawmakers to craft meaningful,
4023proactive. progressive policies
4024that can be passed into law at
4025the state and local levels. it has
4026recently taken on a coordinating
4027role for organizations to
4028combine resources as they
4029research multi-issue, multi-state
4030strategies for large structural
4031reform. such as a constitutional
4032right to vote and curtailing of
4033CEO compensation. By bringing
4034organizations together, 
4035makes ef?cient use of existing
4036capacities and resources. But to
4037truly ful?ll the original vision of
4038the effort as a counterweight to
4039ALEC will require significantly
4040more investment and a full-time
4041staff dedicated to driving policy
4042forward and connecting sound
4043proposals with elected of?cials.
4044Realizing this vision remains
4045
4046a top priority for progressives
4047given the reach and impact of
4048local and state laws on particular
4049issues. such as the minimum
4050wage, taxes. and voting.
4051
4052 
4053
4054 
4055
4056 
4057
4058To provide a more complete picture.
4059
4060this memo reports on the work of the
4061
4062$27 Progressive Majority, the 507(c) (4)
4063Progressive Majority Action Fund, and the
4064507(c)(3) Public Leadership Institute. The
4065operations of the three organizations are
4066kept separate to the degree required by law
4067
4068Prwate and Confidential to Democracy Alliance
4069
4070    
4071
4072
4073
4074y;
4075
4076
4077
4078
40792013 PROGRESS REPORT AND 2014 FORECAST
4080
4081:i?o li': 2  sin-1U.
4082by g} linuugli 
4083
4084ProgressNow
4085
4086.i?iti 
4087
4088
4089
4090ProgressNow continues to lead progressives in developing and spreading pointed messaging on a wide-range of issues across its
409122-state network. Last year, ProgressNow's communications efforts on gun violence prevention helped pass gun safety legislation
4092in C0. and its vs. Kids? report drew attention to corporate efforts to influence state education policy, earning local media
4093attention in nine states. ProgressNow helped activists convince county clerks to recognize same-sex marriages in NM and provided
4094communications content fOr members America Votes and State Voices tables, aligning progressive messaging in the states and
4095nationally. In December, Arshad Hasan took over as its new Executive Director.
4096
40972013 PERFORMANCE AND IMPACT
4098
4099PROGRAM 0000 OPERATIONS FINANCE COLLABORATION 0000 5
4100
4101PROGRAM
4102
4103Met goal to serve as communications hub for State Voices
4104
4105(SV) and America Votes (AV) table members. Worked with
4106
4107Michigan AV table on satirical campaign before governor's
4108"State of the State" address. garnering earned media and i
4109
4110million social media impressions. Attracted 10 million visitors
4111
4112to ProgressNow Colorado?s healthcare enrollment website.
4113
4114With AV and SV tables, revealed OH governor's involvement in
4115
4116campaign supporting fracking.
4117
4118OPERATIONS AND GOVERNANCE
4119
4120Partially met goal to standardize performance
4121metrics and evaluate impact of state af?liates.
4122Developed progress monitoring program and I
4123common metrics. Delayed impact evaluations
4124due to leadership transition.
4125
4126Partially met goal to evaluate and reconfigure
4127governance and staffing to meet expanded
4128501(c)(3) communications work. Results of
4129needs assessment expected in late 2014.
4130
4131Met goals to offer media tracking services and add capacity i
4132to and onIIne platforms. Provided state affiliates with
4133training and access to fundraising platform ActionKit, text
4134message campaigns tool Mobile Commons, media tracking tool 1 COLLABORATION AND ALIGNMENT
4135TVEyes. New tool adoption rates ranged from 25% to 100%.
4136
4137 
4138
4139Nearly met collaborative and alignment goals
4140
4141I with America Votes and State Voices. integrated
4142Met goal to expand fee-for-servlce communications for programming with AV and 5V in mumme states.
4143
4144national and local progressive organizations. Provided  including joint fundraising in CO FL. ML MN. NH.
4145communications content for Mayors Against illegal Guns, and NM. Launched VVN to share and reduce
4146helping spread messaging on gun violence prevention in seven operations costs Joint convening with a? three
4147states. Affiliates provided assistance in governor accountability organizations postponed along with further
4148
4149Campaigns in ?ve States' alignment plans - pending leadership transition.
4150Ongoing coordination efforts remain strong.
4151
4152- .
4153
4154 
4155
4156 
4157
4158FINANCE i
4159to - . -
4160
4161Exceeded $8.80 million budget goal, 2013 Framed 8mg? 
4162
4163raising $9.57 million. Missed $50,000 3 8 . 2013 Revenue 
4164
4165per-state growth target. averaging 1
4166
4167$10,000 in new support per state. .2- 6 . 2013 expenses 
4168
41695 . DA Partner Support 3
4170
4171Partially met goal to launch small 3 2013 Stretch Goai/ 
4172
4173donor program for state af?liates to =o Funding Target 
4174
4175develop recurring base of supportExpanded small donor base by 10%. 51-30 1?20 
4176missing 20% target. 0 -, 9" ?Wm?
4177
4178anale and Con?dential to Democracy Alliance 2012-2014 DA PORTFOLIO SPRING 2014 
4179
41802014 GOALS AND BENCHMARKS
4181
4182In 2014. ProgressNow will focus on expanding the support it provides to state affiliates to
4183elevate the quality and consistency of its 22-state network. ProgressNow's new executive
4184director will continue to oversee a smooth leadership transition.
4185
4186Program
4187
4188Re-focus state affiliates' work on core
4189competencies in message research,
4190development. and delivery; leveraging
4191partner support and resources; and
4192running campaigns.
4193
4194Develop network-wide
4195communications agenda and support
4196leadership on voting rights and
4197regional issues (such as public lands
4198usage) in at least six states.
4199
4200Shape state legislative environment by
4201defeating conservative legislation on
4202women?s rights, immigration, collective
4203bargaining. and marriage equality;
4204pave way for progressive reform in
4205
420612 states.
4207
4208Launch website on ALEC initiatives
4209and research in order to help establish
4210role as communications clearinghouse
4211and essential source of information on
4212state-based issue advocacy battles.
4213
4214Operations
4215
4216development. and providing
4217mentorship to state-level executive
4218directors.
4219
4220Hire technology specialists and project
4221manager to assist state affiliates with
4222online content, social media analytics,
4223staffing multi-state projects. and
4224aligning best practiceS Implement new financial and
4225accounting systems to make
4226organization more efficient and
4227
4228prepare for future growth.
4229
4230Facilitate culture of learning by
4231building skills. supporting professional
4232
4233Collaboration
4234
4235Work with Common Cause, Center for
4236Media and Democracy, and others to
4237maintain pressure on pressure
4238five additional corporations to
4239withdraw support.
4240
4241implement recommendations from
4242Project on Greater Alignment and
4243Efficiency, in partnership with America
4244Votes and State Voices; merge
4245backend operations through WN, Inc.
4246
4247Finances
4248
4249Retain 80% of major donor support;
4250attract $550,000 in new or
4251increased support.
4252
4253DA Funding Target as Part
4254of Overall Projected Budget
4255
42562014 Projected Budget: $9,630,000
4257
4258Es?-
4259nee/1.90
4260
4261MILLION
4262
4263ProgressNow enjoys a healthy level
4264of support from the DA Partners who
4265invest in its work. For 2014. DA staff
4266recommends baseline support for
4267ProgressNow of at least $1.60 million.
4268increasing support to $1.90 million
4269would enable PN to more quickly
4270improve the quality and consistency of
4271its network. Meeting this target would
4272require several Partners to modestly
4273increase their giving.
4274
4275    
4276
4277. 2014 mum Funding mm
4278. 2014 Stretch Goal
4279
4280 
4281
428236 PROORISSNOW
4283
4284Diversity Statistics
4285
4286)5 ll <l
4287
4288rim?: um?
4289
4290 
4291
4292Total 149 33 42
4293
4294P.0dWomen 44% 24% 57%
4295
4296xusa?ro' 4x  
4297
4298The DA encourages organizations
4299
4300to report diversity in leadership and
4301personnel. Since submission of this data is
4302voluntary, the report may be incomplete.
4303
4304Opportunities
4305for Alignment
4306
4307ProgressNow and its state
4308affiliates distill progressive
4309
4310ideas in dynamic ways that
4311localize national political issues
4312and consistently earn media.
4313
4314its partnership with the Center
4315for Media and Democracy to
4316expose ALEC's efforts to affect
4317state education policy gained
4318widespread attention, and its
4319work with Planned Parenthood in
4320the "Stand with Texas Women?
4321campaign helped buoy media
4322attention on conservatives' assault
4323on reproductive rights.
4324
4325This year, ProgressNow will
4326
4327seek to leverage its expertise in
4328message development and work
4329with Mayors Against Illegal Guns
4330and labor partners to lead multi-
4331state campaigns and messaging
4332across a range of issues and pave
4333the way for progressive legislation
4334will also
4335expand upon its communications
4336strategy partnership with
4337
4338CAP and others to assist with
4339CAP's new state-based policy
4340communications networks. This
4341promising effort could help
4342ProgressNow expand its reach
4343beyond states in its network.
4344
4345 
4346
4347 
4348
4349 
4350
4351To provide a more complete picture, this
4352memo reports on the work of both the
4353507(c)(3) ProgressNow Education and the
4354501(c)(4) ProgressNow. The operations of
4355the two organizations are kept separate to
4356the degree required by law.
4357
4358Private and Confidential to Democracy Alliance
4359
4360
4361
4362t? (I ?3
4363
43640. l?u (-
4365
436641    
4367
43683
4369
4370
4371
43722013 PROGRESS REPORT AND 2014 FORECAST
4373
4374Stiiti?: .imf  LII.)
4375
4376
4377
4378St i o?im'ti. :1 Lil fatal-1?. 
4379a (If in? 
4380fi?ii r?l?mlgi? i 
4381i
4382
4383In 2013, State Voices continued to convene and coordinate the nonpartisan advocacy and engagement efforts of more than 1.300 local.
4384state. and national organizations. As part of its work to continuoust engage the electorate. State Voices worked throughout the year to
4385make contact with and mobilize each voter it reached in 2012 and engage them in timely issue advocacy battles at the state and national
4386level, including election reform. in-state DREAM Acts. and foreclosure preventions. Notable successes include voting modernization in CO.
4387women's health and rights in WA, and marriage equality in MN. In January 2014, Tracy Sturdivant announced she was stepping down as
4388Executive Director. and a search for her replacement is underway.
4389
43902013 PERFORMANCE AND IMPACT
4391
4392PROGRAM 0000 OPERATIONS FINANCE COLLABORATION 
4393
4394PROGRAM 3
4395
4396Met 2020 goal, highlighting importance of
4397election administration and protection in all 22 states, with 18
4398. crafting plans to advance voting rights and fight suppression
4399efforts; internal assessment revealed two thirds of tables
4400
4401are drivers of this work. Continuing to convene National
4402Enfranchisement Working Group Of 31 organizations and
4403coordinate their in-state and national efforts.
4404
4405OPERATIONS AND GOVERNANCE
4406
4407Met organization expansion goal. Hired Managing
4408Director to oversee day-to-day operations
4409and Director and Deputy Director of Data and
4410Targeting to improve tables' data and targeting
4411sophistication. Also, brought state data staffing
4412
4413. in-house to better equip state tables to use tools
4414to greatest effect. Continued providing partners
4415with access to voter data, but challenges remain in
4416data space, and greater organizational alignment
4417and sustainable models for financing access to
4418data are needed.
4419
4420Met research and testing goal. State tables and partners
4421
4422designed 16 evaluations and 21 voter contact and
4423
4424mobilization tests to discover new best practices; results
4425
4426analyzed and presented to donors in fall but inconclusive 
4427given noise from Presidential campaigns and small sample i
4428
4429sizes. Additional tests planned for 2014 that can better
4430
4431isolate SV's work and lead to more conclusive results.
4432
4433COLLABORATION AND ALIGNMENT
4434Nearly met alignment goals with America Votes
4435
4436and ProgressNow. Launched VVN with AV and
4437i Met continuous engagement goal. Implemented plan .
4438. . . ProgressNow to share backend Operations and
4439to engage 2012 contacts on key issues and increase . . .
4440. . co-hosted data convening With AV to share .
4441rate at which they take action when encouraged best practices. Jount convening With all three .
4442progresswe organizations. Reengaged many of these voters 
4443
4444. . . . . . i organizations postponed - along with further I
4445around voting rights, minimum wage. and fiscal policy . . . . . 
4446alignment plans - pending leadership tranSItion.
4447across network.
4448
4449Ongoing coordination efforts remain strong. 
4450
4451FINANCE 
4452
4453Raised and spent $6.85 million for 2013
4454expenses. short of original $7.50 million
4455goal; additional $2.16 million raised
4456
4457for early 2014 expenses and targeted
4458
4459
4460(1 2013 Projected Budget 
4461
4462$6.85
4463
4464. 2013 Revenue 
4465. 2013 Expenses
4466
4467. DA Partner Suppert
4468
44692013 Stretch 6081/
4470Funding Target
4471
4472 $1sz
4473$1.44 2-mo-
4474
4475
4476Exceeded goal to provide technical
4477assistance to state directors. All states
4478participated in budget and fiscal
4479management trainings. improving
4480network strength and giving directors
4481improved financial planning skills.
4482
4483Dollars in Millions
4484
4485 
4486
4487. .
4488.
4489
4490Prrvate and Confidential to Democracy Alliance 2012.3014 DA PORTFOLIO SPRING 3014  
4491
44922014 GOALS AND BENCHMARKS
4493
4494In 2014. State Voices will continue to coordinate the voter engagement and issue advocacy
4495efforts of more the more than 1.300 partner organizations that sit at one of its 22 state
4496tables. it will also focus on hiring a new Executive Director. as Tracy Sturdivant prepares to
4497leave State Voices this spring after five years with the organization.
4498
4499Program
4500
4501 
4502
4503 
4504
4505 
4506
4507 
4508
4509Implement "deep dive" strategy
4510
4511in up to eight states to identify
4512characteristics of strong state
4513tables and distribute best practices
4514throughout network; actively
4515measure each table's capacity and
4516benchmarking progress.
4517
4518ongoing Enfranchisement 2020
4519program and support strategic
4520education campaigns with targeted
4521regranting.
4522
4523Develop new reporting tools and
4524strategies for expanded voter
4525registration work and post-election
4526
4527Coordinate efforts to protect voting assessment
4528
4529rights and ensure fair election
4530administration in all 22 states through
4531
4532Operations and Governance
4533
4534 
4535
4536Hire new Executive Director by June
45372014 and ensure successful transition
4538to new leadership.
4539
4540Invest in state tables' growth with hiring
4541of Deputy Director of State Capacity
4542Building who will support state tables in
4543growing their impact through strategic
4544coaching and assistance.
4545
4546Collaboration
4547
4548 
4549
4550With America Votes and ProgressNow.
4551continue to explore how to further cut
4552costs in the states and more closely
4553integrate programming in 2015 and
4554beyond. as permissible under "25
4555regulations.
4556
4557Work with Analyst Institute to identify
4558two key research and testing priorities:
4559distribute findings at end of year.
4560
4561Finances
4562
4563 
4564
4565Raise $7.87 million operating budget.
4566securing 50% by July; raise additional
4567$2.00 million for 2015.
4568
4569DA Funding Target as Part
4570of Overall Projected Budget
4571
45722014 Projected Budget $7,870,000
4573Secure at least $150,000 in new major
4574donor gifts. more than doubling
4575current support.
4576
4577DA staff recommends baseline
4578support for State Voices of at least
4579$1.40 million. Increasing support from
4580
4581  
4582 
4583
4584$1.40/ 2.00
4585
4586MILLION
4587
4588v' .
4589this level to $2.00 million would allow "3
4590State Voices to expand its efforts to . 2014 Buoilm Funding Target
4591build greater capacity throughout its . 2014 Mb Goal
4592
4593network and provide additional support
4594f0r state data staff. Meeting this 
4595funding target would require current
4596
4597supporters to modestly increase their
4598
4599 
4600
4601giving and for several new Partners to
4602consider supporting the organization.
4603
460438 sure valces
4605
4606Diversity Statistics
4607
4608
4609
4610I 81' in: 
4611
4612 
4613
4614Total 10 8 10
4615
461616 People . ., 
4617or Color 49" as."  
4618as Women 60% 75% 60%
4619
4620[.6310 20% bid Not  
4621
4622 
4623
4624The DA encourages organizations
4625
4626to report diversity in leadership and
4627personnel. Since submission of this data is
4628voluntary. the report may be incomplete.
4629
4630
4631
4632Opportunities
4633for Alignment
4634
4635Conservatives have launched
4636
4637a war on voting. targeting
4638young people, people of color.
4639low-income people. and other
4640constituencies. To counter
4641
4642these attacks. State Voices
4643launched Enfranchisement
46442020. which seeks to prioritize
4645election administration and
4646protection throughout its
4647network. At the national level,
4648State Voices convenes a national
4649enfranchisement working group
4650of 31 organizations. including
4651Advancement Project. 
4652Project Vote. NAACP, and SEIU.
4653State Voices aligns these groups
4654and connects them to its tables
4655- 18 of whom have already
4656crafted specific 2014 plans for
4657advancing voting rights and/or
4658protecting the vote. This model
4659saw significant success in 2013
4660and holds promise for advancing
4661other issues that could benefit
4662from greater connectivity and
4663coordination. such as leadership
4664development, communications.
4665and voter registration. At greater
4666scale. this begins to resemble
4667the fully realized non-partisan
4668infrastructure progressives
4669desperately need: aligned at
4670
4671the state and national level.
4672connected. and capable of
4673great impact.
4674
4675 
4676
4677 
4678
4679 
4680
4681Private and Confidential :0 Democracy Alliance
4682
4683
4684
4685
4686
4687
4688
4689
4690
4691
4692
4693SIX MONTH INVESTMENT UPDATE
4694
4695jUIil'. al?il 111:"
4696
4697tilliillt?; :71 '1Ci 'i 
4698
4699Women?s Equality Center
4700
4701and pours-Lil ?gi autumn to xii'niicn?.
4702
4703r?cpiounclim" light"? ..iv.i 
4704
4705 
4706
4707The Women's Equality Center (WEC). a 501(c)(3) project that anticipates operationalizing a 501(c)(4) counterpart the Women's
4708Equality Center Action Fund, is collaborating with diverse partners to advance an agenda that guarantees women's rights and
4709economic opportunity. After launching in 2013, WEC focused on establishing its internal operations and crafting a strategy for 
4710building the capacity and long-term power necessary to secure real equality for women. In 2014. WEC will begin investing in
4711
4712at least 10 states. with six already identifiedwill focus initially on educating the public about and
4713eventually securing legislative victories in the areas of the minimum wage, paid sick leave. and reproductive freedom - and building
4714
4715a long-term agenda capable of securing real economic security for women.
4716
4717 
4718
47192013 PERFORMANCE AND IMPACT
4720
4721Hired two full-time staff, including a
4722Campaign Director, expanding internal
4723capacity and ability to coordinate
4724WEC's grantmaking and issue
4725campaigns.
4726
4727Women's Law Center, National
4728Partnership for Women and Families.
4729Organizing for Action. UltraViolet.
4730and Voter Participation Center with
4731joint research and engagement work
4732sprouting from convenings.
4733
4734Coordinated with other DA-focused
4735constituency efforts (Black, Latino.
4736and Youth Engagement Funds) to
4737engage and educate low-propensity
4738voters who are most impacted by
4739economic policies that disadvantage
4740
4741Conducted landscape analysis
4742
4743to identify top priorities in 2014.
4744identifying 10 states where
4745investments could yield short and
4746long-term gains, including paid sick
4747leave, Medicaid expansion, raising
4748the minimum wage, and improving
4749
4750 
4751
4752women's overall economic security.
4753Will invest $3.50 million in 2014
4754in state-based organizations best
4755
4756women. Identified several
4757opportunities in FL. NC, and TX to
4758jointly invest in mobilization and
4759
4760positioned to wage these campaigns. turnout efforts with Rising American
4761
4762Faclimud mm maths: of Electorate voters.
4763
4764national organizations, including
4765ACLU. CAP, Planned Parenthood,
4766EMILY's List/American Women,
4767Center for Reproductive Rights,
4768NARAL Pro-Choice America, National
4769
4770Raised $1.10 million operating budget
4771and spent $40,000. Did not regrant to
4772others in first year of operation; plans
4773to invest $3.50 million in early 2014.
4774
47752013 Financial Update
4776
4777 
4778
47792'0  2013 Projected Budget
4780
4781. 2013 Revenue
4782
4783 
4784
47851.5
4786. 2013 Expenses
4787
47881.0 0 DA Partner Support
4789
47902013 Stretch Goal/
4791Funding Target
47920.5
4793
4794Dollars in Millions
4795
4796   
4797
4798$0.00
4799
48000.0 DA Partners Sipporting E3
4801
4802Investment
4803Services Analysis
4804
4805WEC launched in 2013 and
4806spent significant time in the
4807last six months building its
4808own infrastructure. Originally
4809launched with one staff member.
4810WEC now has three full-time
4811staff: an Executive Director.
4812Campaign Director. and ?eld
4813support. WEC will establish
4814and expand its Advisory Board
4815beginning in spring 2014.
4816
4817WEC's 2013 landscape analysis
4818has laid the groundwork for
4819an ambitious 2014 investment
4820plan focused on at least
4821
482210 states where there are
4823opportunities to advance
4824issues that will help women
4825and families. As for partners.
4826WEC has created a unique
4827space for non-traditional allies
4828to work together - speci?cally
4829women's rights groups and
4830organizations focused more
4831broadly on securing economic
4832justice - allowing for broader
4833coordination that can use its
4834combined capacity to engage
4835women in a comprehensive
4836way that speaks to all of the
4837issues affecting their lives
4838and. ultimately. advance a
4839pro-women's agenda.
4840
4841The Women?s Equality Center was ?rst recommended in fall 20l3. This memo provides an update on its
4842?rst six months of activity Going forward DA staff will work with WEC to set annual goals and report
4843back to Partners on its performance and impact, as it does with all DA recommended organizations
4844
4845Private and Con?denna/tooemocraCy Alliance 2012-2014 DA PORTFOLIO SPRING 2014 
4846
48472014 GOALS AND BENCHMARKS
4848
4849In 2014, the Women?s Equality Center will make short and long-term investments In
4850
4851up to 10 states with priorities already identi?ed in FL, ME. MI. NC. and PA. Funding
4852decisions will be based on three primary objectives: increasing the number of women
4853who participate in elections. elevating the salience of economic and reproductive issues
4854that most impact women. and building sustainable infrastructure and capacity to advance
4855issues in 2015. WEC will also offer technical support to all grantees in order to increase
4856the entire ?eld's capacity to engage women and advocate for change.
4857
4858Program
4859
4860Advance policies that promote economic
4861security. such as raising the minimum
4862wage. extending paid sick leave.
4863Medicaid expansion. and ending pay
4864discrimination.
4865
4866Increase turnout among
4867low-propensity women voters in the
48682014 elections in 10 states. supporting
4869efforts to contact and hundreds of
4870thousands of women voters.
4871
4872Operations and Governance
4873
4874 
4875
4876Hire at least one new full-time position
4877to expand WEC's internal capacity.
4878
4879Collaboration
4880Increase coordination and sharing of
4881data. research. communications. and
4882best practices among WEC's partners.
4883
4884Finance
4885
4886WEC has already secured support for
4887its $1.10 million operating budget and
4888is seeking additional support for its
4889grantmaking.
4890
4891DA staff recommends baseline support
4892for WEC and WECAF of $1.50 million.
4893with at least half in 501(c)(4) support.
4894increasing support from this level to
4895$2.00 million would allow them to
4896offer technical assistance and planning
4897support to their grantees and scale
4898issue advocacy efforts during the year.
4899
490040 women's EQUALITY CINTER
4901
4902Improve efficacy of the field by
4903disseminating original research from
4904partner organizations to others
4905
4906and crafting new voter models and
4907best practices for targeting and
4908communicating with women voters.
4909
4910Increase collaboration between
4911traditional women's rights and
4912economic justice organizations to craft
4913clear frame on reproductive health as
4914an economic issue in order to defeat
4915anti-reproductive rights measures in
4916CO. ND. and TN.
4917
4918Create and appoint at least three
4919members to 501(c)(4) Advisory Board.
4920
4921Build sustainable partnerships with
4922local organizations in 10 states that
4923are committed to winning policies that
4924help women.
4925
4926DA Funding Target as Part
4927of Overall Projected Budget
4928
49292014 Projected Budget: $4,900,000
4930
4931  
4932 
4933
49348150/ 2.00
4935
4936MILLION
4937
4938. 2014 Baseline Finding Target
4939. 2014 Stretch Goal
4940
4941 
4942
4943Total 2 2 I
4944
4945it People 
4946of 'Color 0"  
4947
49483 Women 1009? 100% 100%
4949
4950Did not Rapid
4951
4952 
4953
4954The DA encourages organizations
4955
4956to report diversity in leadership and
4957personnel. Since submission of this data is
4958voluntary, the report may be incomplete.
4959
4960Opportunities
4961for Alignment
4962
4963In fall 2013, WEC met with
4964
4965the other DA-recommended
4966constituency efforts (Latino.
4967Youth. and Black Civic
4968Engagement Funds) to share
4969best grantmaking practices.
4970Each Director pledged to explore
4971how she might jointly fundraise
4972and better align her in-state
4973giving with others. Following
4974that meeting, WEC partnered
4975with LEF and supported 4
4976organizations in NC and FL.
4977allowing organizations to
4978increase capacity now to carry
4979out issue-based work and
4980
4981begin preparing for 2014 voter
4982engagement efforts. There are
4983myriad opportunities to replicate
4984this joint funding going forward
4985since these efforts share many
4986of the same priority states
4987based on demographic growth.
4988existing infrastructure. and
4989other opportunities. Combining
4990forces also allows for more
4991sophisticated grantmaking that
4992embraces the multiple identities
4993of many voters.
4994
4995 
4996
4997 
4998
4999 
5000
5001 
5002
5003Private and Confidential to Democracy Alliance
5004
5005nmn?smA??aAnAQAAat-
5006
5007    
5008
50092013 PROGRESS REPORT AND 2014 FORECAST
5010
5011Youth Engagement Fund
5012
5013Millenniais are the largest generation in history. with 80 million young voters. New research shows that while young people eschew
5014partisanship. they largely hold progressive values. Despite this. relatively few resources are directed towards engaging young
5015people in the political process and cultivating youth leadership. The Youth Engagement Fund (YEF) and Youth Engagement Action
5016Fund (YEAF) seek to correct this. supporting youth-focused organizations as they engage young people on issue. advocacy. and
5017election-year efforts. In 2013, YEF and YEAF supported efforts that benefitted the youth sector overall. such as the National Voter
5018Registration Day. which registered nearly 60,000 people. in addition to shared research and polling.
5019
50202013 PERFORMANCE AND IMPACT
5021
5022PROGRAM 0 OO
5023
5024- 
5025I
5026
5027OPERATIONS 
5028
5029PROGRAM
5030
5031Partially met goal to Invest in youth organizations. Added
5032TX as priority state and funded $100,000 pilot leadership
5033development programs to expand civic engagement work
5034in OH and TX. Regranted $110,000 for engagement and
5035turnout activities for mayoral and statewide contests in
5036TX and significantly greater resources needed for
5037future grantmaking.
5038
5039Partially met goal to support large-scale collaborative
5040efforts, regranting $25.000 to support National Voter
5041Registration Day but field's needs are much greater than YEF
5042and YEAF's combined capacity. Worked with State Voices
5043
5044to ensure youth organizations participated in tables' work
5045and that coalitions included youth lens in their long-term
5046planning and outreach.
5047
5048Met goal to support experiments, testing. and research.
5049
5050Regranted 575.000 to Rock the Vote and Analyst Institute
5051
5052for field work with social media experiment component,
5053
5054re?ning ?eld's best practices. Conducted analysis of youth
5055organizations? existing capacity and broader infrastructure 
5056gaps to inform future grantmaking. Research on where youth
5057
5058vote can be determinative will guide 2014 investments.
5059
5060FINANCE
5061Raised and spent $200,000 2'0
5062operating budget; raised $650,000
5063and regranted $400,000 to youth 15
5064engagement organizations, carrying
5065over $250,000 for 2014 grantmaking. 10
5066
5067Did not meet goal to expand support
5068and secure early 2014 commitments.
5069identified 11 institutional and eight
5070
5071Dollars in Millions
5072
5073individual potential funders; did not
5074
5075$0.85
50760.5 -
5077i-
5078secure new 2014 commitments. 0.0 I a
5079
5080Private and Confidential (0 Democracy Alliance
5081
5082FINANCE COCO
5083
5084COLLABORATION OO
5085
5086OPERATIONS AND GOVERNANCE
5087
5088Met goal to diversify Advisory Board
5089and finalize giving requirements. Added
5090one member of color; instituted giving
5091requirements for Board members to
5092ensure adequate support for YEF and
5093YEAF's operations.
5094
5095COLLABORATION AND ALIGNMENT
5096
5097Met goal to continue to fund innovative tools.
5098technology. and best practices. Hired fellows
5099to research best practices and published report
5100on findings. which highlighted importance
5101
5102of early organizing, coalition building, and
5103leadership training.
5104
5105Met goal to collaborate with other DA
5106constituency funds. Identified states of mutual
5107interest and developed joint grantmaking plans
5108for 2014 and beyond.
5109
5110(3 2013 Projected Budget
5111
51122013 Mid-Year
5113Revised Budget
5114
5115. 2013 Revenue
5116. 2013 Expenses
5117
5118DA Partner Support
5119
51206 2013 Stretch Goal/
5121Funding Target
5122
5123 
5124
5125DA Partners Supporting [131
5126
51272012-2014 DA PORTFOLIO SPRING 2014
5128
512941
5130
51312014 GOALS AND BENCHMARKS
5132
5133In 2014. the Youth Engagement and Youth Engagement Action Funds will provide strategic
5134resources to organizations registering. engaging. and mobilizing young voters. Fundraising
5135remains a top priority. and YEF and YEAF are actively exploring ways to reach out to
5136non-traditional funders.
5137
5138   
5139
5140Diversity Statistics
5141
5142Program
5143
5144 
5145
5146 
5147
5148 
5149
5150Help develop coordinated civic
5151engagement plans in nine states (COcollectively registering 200.000 voters
5152and mobilizing over one million young
5153people.
5154
5155Conduct Millennial polling research
5156
5157to craft effective messaging that
5158demonstrably improves organizations?
5159ability to engage and mobilize young
5160
5161Operations and Governance
5162
5163Expand diversity and size of Advisory
5164Boards by adding at least three new
5165members. prioritizing women, 
5166
5167Collaboration
5168
5169Continue providing shared resources
5170that benefit entire youth sector. such
5171
5172as polling and messaging. access
5173
5174to a central voter registration and
5175
5176vote pledge processing center, and
5177subscription to the Quad benchmarking
5178and metrics tool.
5179
5180FIMIICG
5181
5182Raise full $200,000 operating budget
5183and additional $2.00 million for
5184grantmaking.
5185
5186Develop more sustainable and
5187diversified funding model, attracting
5188new support from in-state donors and
5189issue-based funders to strengthen
5190youth-led advocacy campaign work on
5191issues like climate change and student
5192debt relief.
5193
5194DA staff recommends baseline support
5195for YEF and YEAF of at least $750,000.
5196Increasing support from this level to
5197$1.50 million would allow them to
5198expand their support for youth voter
5199registration and contact programs.
5200Meeting this funding target would
5201require current supporters to increase
5202
520342 YOUTH enomeusnr rune
5204
5205 
5206
5207people around the economy. student
5208loan debt, money in politics, voting
5209rights, climate change, and the role of
5210government.
5211
5212Hold spring 2020 strategic vision
5213convening to continue long-term
5214planning of the sector and to identify
5215priority issues. existing field capacity.
5216and areas for future collaboration.
5217
5218 
5219
5220and people of color who are investing
5221new resources into the field.
5222
5223 
5224
5225Coordinate with other DA constituency-
5226focused funds to develop common
5227metrics. participate in joint fundraising,
5228and identify opportunities for aligned
5229giving in five states.
5230
5231DA Funding Target as Part
5232of Overall Projected Budget
5233
52342014 Projected Budget: 32.200000
5235
5236   
5237
5238$0.75 1.50 i I
5239 
5240
5241.mueasomrunamw
5242.20M8tratch60ai
5243
5244 
5245
5246giving and a significant number of
5247new Partners to consider supporting
5248this work.
5249
5250Total 3 1 
5251
5252a; People it? 
5253of Color 0" . ihy?i?t
5254,6 Women 50% 100% MIA
5255
525617x ox 
5257
5258 
5259
5260The DA encourages organizations
5261
5262to report diversity in leadership and
5263personnel Since submission of this data is
5264voluntary. the report may be incomplete
5265
5266
5267
5268Opportunities
5269for Alignment
5270
5271Through its "2020" convenings,
5272YEF and YEAF have created
5273
5274a forum for more than 40
5275
5276youth organization leaders
5277
5278and funders to come together.
5279discuss long-term strategy.
5280align funding, and foster deeper
5281collaboration with one another.
5282Given young people's support
5283on many progressive issues
5284
5285- including economic justice.
5286climate change, money in
5287politics. equality. and
5288drug reform - yet the relatively
5289scarce resources to engage
5290them. finding ways to maximize
5291funding and outreach to young
5292people is of critical importance.
5293YEF and YEAF are encouraged
5294to deploy new fundraising
5295strategies while continuing to
5296align closely with the other
5297DA-recommended constituency
5298efforts (Latino, Women. and Black
5299Civic Engagement Funds) as one
5300way to make the most of limited
5301resources. Working together.
5302
5303as all of the constituency funds
5304pledged to do when they met in
5305fall 2013. not only creates cost
5306savings but also allows for more
5307sophisticated grantmaking that
5308embraces the multiple identities
5309of many voters.
5310
5311 
5312
5313 
5314
5315 
5316
5317To provide a more complete picture, this
5318memo reports on the wark of both the
5319501(c)(3) Youth Engagement Fund and
5320the 507(c)(4) Youth Engagement Action
5321Fund. The operations of the two organi-
5322zations are kept separate to the degree
5323required bylaw.
5324
5325anate and Confidential to Democracy Alliance
5326
5327 
5328
5329l0 '14] ?1 [?55 l?l (El l5} l8! [til 18? lg Iii! [ii ll]! ii!
5330
5331
5332
5333
5334
5335
5336Private and Con?dential to Democracy Alliance
5337
5338 
5339
5340
5341
5342Dynamic investments enhance the Democracy Alliance?s overall investment
5343
5344approach by encouraging Partners to support additional organizations whose work
5345
5346is especially timely and fills a critical, strategic gap. These dynamic investments also
5347
5348leverage Partner support with other institutional and individual donors.
5349
5350For 2014. the Board has recommended support for four dynamic investments:
5351Common Purpose Project. Fund for the Republic. Organizing for Action. and the
5352
5353State Engagement Initiative. These dynamic investments have been approved by the
5354Board through 2014. and together with the organizations in the Aligned Network. they
5355
5356address immediate challenges while also working to create meaningful. long-term. and
5357lasting change.
5358
5359Common Purpose Project provides a forum for organizations to regularly collaborate
5360with one another to advance a progressive agenda. and Fund for the Republic is
5361designed to combat the corrosive effect of money in politics. Organizing for Action
5362harnesses grassroots energy across the country in support of a progressive agenda,
5363while the State Engagement Initiative encourages funding to state-based organizations
5364that can organize and mobilize voters ahead of this election.
5365
5366More information on each of these organizations? activities. impact, and finances can be
5367found in the attached investment memos. Accompanying each recommendation is also
5368
5369a funding target. as these dynamic investments require healthy support to execute their
5370work successfully.
5371
5372We will continue to monitor the progress and impact of these dynamic investments. as
5373we do with organizations in the Aligned Network, and we look forward to working
5374with the Board and the Partnership to surface and launch new dynamic investments in
5375
5376the future.
5377
5378
5379
53802012-3014 DA PORTFOLIO SPRING 20M 
5381
5382 
5383 
5384
5385any?;
5386
5387?Nu .1493'l?ifn 
5388I1- m- I . 1v,?"punuru. yak? 4 .h . rms- ;s a 3 ?pa.qnj a. .?Jqud?m
5389he: .ng? -. aI? - kru71'" - 101"?. "59951?fma'lk? 1. f. ?n pm. I
539071"138.? 3?  
5391
53921" we y" I r.'r   ?r ?of; ?~45 r4. . 
5393v: y; ?gnaw. m-quggmw v. a . cum?- 
5394
5395?n g.  
5396
5397.Ev' . .JI o' v. 2 
5398M?l' - - 1 -. at?L-??Mr
5399
5400   
5401
5402
5403
5404
54052.- ?77- 
5406
540705":"4 0w (h (vii-i
5408
5409A. 
5410
5411#371? 
5412
5413
5414
5415
5416
54174
5418
5419
5420
5421d} 
5422
5423 
5424
54252013 PROGRESS REPORT AND 2014 FORECAST
5426
5427Cu.?er {3 "can! 33:
5428
5429
5430
5431Common Purpose Project
5432
5433 to z; 
5434
5435 
5436
5437Common Purpose Project (CPP) regularly brings together more than 270 progressive organizations from across the movement and offers
5438them the opportunity to effectively discuss strategies along with prominent members of the Administration for moving a progressive
5439national legislative agenda forward. In 2013. CPP scaled back the scope of its programmatic work significantly. ceding its state-based
5440work to Organizing for Action (OFA) in spring 2013 so that the organizations were not duplicating one another's efforts. CPP continues its
5441primary work coordinating the national advocacy efforts of progressive organizations in Washington. DC. CPP reduced its staff capacity
5442and now employs one full-time employee with Board Chair Erik Smith continuing to be active with the organization.
5443
54442013 PERFORMANCE AND IMPACT
5445
5446
5447
5448PROGRAM 0000 COLLABORATION  
5449
5450FINANCE 
5451
5452OPERATIONS AND GOVERNANCE 
5453
5454CPP performs an important and unique
5455function: bringing movement organizations
5456together. Over the past year. CPP has
5457successfully filled this important but specific
5458role with a bare-bones staff and operations.
5459Because it anticipates continuing its operations
5460at the current level one paid staff member
5461and a lean budget CPP did not set formal
5462Operations or governance goals for 2013, nor
5463will it do so in the future unless its scope of
5464work expands significantly. 3
5465
5466PROGRAM
5467
5468Exceeded Big Table participation goals. Convened 270
5469organizations regularly at weekly meetings; attracted 50 new
5470organizations. beating goal of 30. New organizations come from
5471faith. labor, and Latino communities. broadening CPP's reach
5472and potential impact.
5473
5474Met working group expansion goals. Launched three new
5475working groups on gun violence prevention. equality.
5476and digital strategy. with each attracting more than 20
5477organizations; all groups engage non-traditional allies. adding
5478- valuable new voices to advocacy efforts. Gun violence work
5479included a broadened coalition of 25 organizations. and CPP's I
5480work with digital staff added an important new layer to this work.
5481
5482COLLABORATION AND ALIGNMENT
5483
5484Met state coordination goal. Hosted online
5485convening focused on August recess that
5486brought 30 organizations together and
5487coordinated their in-state immigration reform.
5488budget. and healthcare outreach efforts.
5489
5490Met goal to more strategically use working groups. Convened
549140 organizations at gun violence prevention working group
5492that supported efforts to pass federal legislation. Additionally.
5493convened smaller group that was more familiar with gun
5494
5495. violence prevention space and could set goals and strategy
5496
5497for larger coalition; this ensured maximum coordination and
5498message alignment.
5499
5500FINANCE
5501
5502i Raised $230,000. short of original 030 2013 Projected Budget
5503$290,000 goal; spent $290,000. 3 0.25 . 2013 Revenue
5504
55052 Carryover from 2012 covered difference. .2
5506
55071 Fundraising remains a challenge. OFA 01? . 2013 Expenses
5508:rovided fundralsing support in 2013. 5 0.15 6 DA partner Support
5509
5510ut it will no longer be able change in internal policies. As mo
5511
5512I of early April 2014, CPP had received 8
5513
5514I no revenue for the year and is now 0.05
5515
5516operating with a small deficit and 000 DA Partners Supporting 
5517
5518    
5519
5520. experiencing cash flow issues.
5521
5522anate and Con?denth to DemocraCy Alliance 2012-2014 DA ponrsouo name 201: 45
5523
5524 
5525
55262014 GOALS AND BENCHMARKS
5527
5528In 2014. Common Purpose Project will continue coordinating the advocacy efforts of the
5529progressive community around immigration reform. the economy. taxes. gun safety. and
5530equality. Given its important role for the movement. fundraising and securing
5531support from donors as quickly as possible should be top priority.
5532
5533
5534
5535Increase number of national
5536organizations attending weekly Big
5537Table meetings or issue-specific
5538working groups from 270 to 290, with
5539a focus on bringing in more faith and
5540other nontraditional allies, increasing
5541CPP's reach and ability to coordinate
5542the movement's advocacy efforts.
5543
5544Operations and Governance
5545
5546 
5547
5548CPP will continue to carry out its core
5549function of convening the progressive
5550movement with a very lean structure.
5551As long as it is able to play that role
5552effectively. there is no plan or need
5553to increase staff levels or overall
5554organizational capacity.
5555
5556Collaboration
5557
5558 
5559
5560Bring national coalition partners
5561together in August to coordinate
5562in-state mobilization and advocacy
5563
5564Finances
5565
5566Raise $220,000 from eight donors to
5567support organization's operations.
5568
5569In recognition of its important role
5570
5571in bringing the movement together
5572and ensuring its advocacy efforts are
5573maximally aligned - as well as the
5574central role that DA Partners have
5575historically played in supporting CPP
5576and its work - DA staff recommends
5577
5578that Partners provide at least $150,000
5579
5580annually to support its operations.
5581Given its streamlined structure and
5582
5583lean overall budget. CPP does not need
5584
5585a "stretch goal." The organization can
5586easily raise its remaining budget from
5587other longstanding non-DA funders.
5588
558946 counou punposl pnoucr
5590
5591Work with 65 coalition partners
5592to launch new working groups
5593on national issues in response to
5594national agenda.
5595
5596Support efforts of Digital Strategy
5597working group by convening digital
5598staffers from multiple organizations
5599
5600as they coordinate and amplify online
5601organizing efforts around timely issues.
5602
5603With a little more than two years left in
5604President Obama's second term, there
5605is a larger question about how the
5606progressive movement will convene
5607and coordinate its activities under any
5608future Administration. The DA is eager
5609to engage CPP and Partners in that
5610discussion over the next year.
5611
5612 
5613
5614efforts on immigration reform. jobs and
5615the economy, and other pressing issues.
5616
5617DA Funding Target as Part
5618of Overall Projected Budget
5619
56202014 Projected Budget: $220,000
5621
5622   
5623
5624$0.15
5625
5626MILLION
5627
5628. 2014 Baseline name
5629
5630Diversity Statistics
5631
5632(Igniti-
5633
5634L-ia'i
5635
5636ti. .ii i
5637
5638 
5639
5640Total 4 1 
5641
5642 
5643
5644 
5645
5646,6 People a . I  . .
5647
5648o'c?lor 251? Mg.
5649
565096 Women 50% 10096 MA
5651
5652as Did N?og?Rg?o?t
5653Opportunities
5654
5655for Alignment
5656
5657CPP launched three new
5658working groups in 2013. one
5659
5660of which focused on digital
5661strategy. Instead of bringing
5662organizational heads together
5663as has been customary. CPP
5664convened more than 15 Digital
5665Directors. Together. this group
5666quickly strategized during
5667
5668the government shutdown
5669about how to most effectively
5670use social media and online
5671digital strategies to pressure
5672Republican lawmakers to reopen
5673the federal government. By
5674meeting regularly they were
5675able to coordinate closely on
5676joint campaigns and amplify one
5677another's online activities - in
5678addition to progressives' larger
5679message about the need to
5680
5681end the shutdown. Since then.
5682this group has coordinated
5683messaging and online activities
5684around ACA enrollment and
5685raising the minimum wage.
5686
5687This type of close collaboration
5688provides a blueprint for how to
5689effectively harness the digital
5690knowledge of the movement and
5691use it to maximum advantage in
5692future fights.
5693
5694 
5695
5696 
5697
5698Private and Confidential to Democracy Alliance
5699
5700 
5701
5702
5703
57042m: PROGRESS REPORT AND 2014 FORECAST
5705
5706l-unil ?aj-i tin:- Ii'kl?x'LIlg?l?i. 
5707
5708
5709
5710Fund for the Republic
5711
5712$11.11.-
5713
5714iil?rai?ccd ii?ioiirxin ow:- pa?: my.
5715
5716While a clear majority of Americans agree on the corrosive role of money in politics. the challenge for progressives is converting that
5717
5718consensus into action. Fund for the Republic (FFR) and its 501(c)(4) sister organization Action for the Republic (AFR) work to create the
5719political strength, popular support, and funding necessary to achieve substantive reforms. In 2013. FFR and AFR worked with a broader
5720
5721set of funders to align strategies and develop a Battle Plan for Reform. a comprehensive plan that that laid out a long-term vision for
5722reform, which was previewed at a funders' summit in September.
5723
57242013 PERFORMANCE AND IMPACT
5725
5726PROGRAM 0000 OPERATIONS 0000 FINANCE 0000 COLLABORATION 
5727
5728PROGRAM
5729
5730Met goal to expand the base of support for reform. securing
5731commitments from 50 individual philanthropists, who
5732contributed $1.95 million, and a founding commitment to 
5733FARE Fund, a new giving mechanism for foundations that have
5734not historically supported this issue.
5735
5736OPERATIONS AND GOVERNANCE
5737
5738Met goal to hire Development Director and
5739Republican strategist to increase bipartisan
5740work. Republican Chief investment Officer runs
5741development, and Republican operative Bill Smith
5742advises, particularly around accountability and
5743messaging strategies.
5744
5745Met grantmaklng goal, awarding $1.25 million in grants to
5746
5747support promising efforts, including the campaign for public
5748financing in NY state and legal strategies to help the field
5749recover lost ground.
5750
5751Partially met diversification goal. Hired two
5752women and one person of color; added no
5753diversity to Board.
5754
5755Partially met goal to create ?Conservative Lighthouse for
5756Reform.? Hired three Republican strategists (Trevor Potter, Mark
5757McKinnon. and Juleanna Glover) to interview more than 60
5758conservative leaders sympathetic to need for reform and craft
5759grassroots strategy: final report due in early 2014.
5760
5761COLLABORATION AND ALIGNMENT
5762
5763Partially met goal to launch collaborative
5764effort to hold politicians
5765accountable for placing special interests above
5766their constituents. Organized accountability plan
5767with CREW to put money-in-politics issues at the
5768center of the debate in six congressional districts
5769
5770Partially met goal to resource new field-based collaborations.
5771Developed project proposal to convene leaders in the youth
5772political sphere to develop a long-term engagement strategy 1 in 2014 cycle; final scope of work due in May
5773
5774i but delayed meeting due to lack of funding. 2014. Received $1.00 million matching pledge
5775committed to fund this work.
5776
5777i
5778
5779FINANCE
5780x? .
5781'l Raised and spent $890,000 for 2013 pm'ected Budget
5782operations. short of original $1.00 3 3'5 201s Mid-Year
5783million goal. Raised and regranted 3.0 Rw'sed Quaget
5784$1.25 million to support organizations' 2.5 . 20'3 Revem?e
5785 programming and in-house initiatives, 5 2.0 . 2013 Expenses
5786missmg original goal of $1.55 million. a
5787I 1.5 DA Partner Support
57880? 1-0 2013 Stretch Goal/
5789i 05 Funding Target
5790I 0 DA Partners 
5791
5792 
5793
5794anare and Con?dential to Democracy Alliance 2012-1014 DA PORTFOLIO SPRING 2014
5795
579647
5797
5798 
5799
58002014 GOALS AND BENCHMARKS
5801
5802In 2014. FFR and AFR will engage advocates and donors using its Battle Plan for
5803Reform as a strategic guide. They will focus on building the donor community. ensuring
5804implementation of messaging frames. building a bipartisan army for reform. and holding
5805politicians accountable. in order to make this an all-American fight.
5806
5807Program
5808
5809 
5810
5811Use messaging ?ndings to craft new
5812communication strategy to bring
5813money in politics to the forefront of
5814the 2014 and 2016 election cycles.
5815
5816Engage 25 conservatives identified as
5817
5818being pro-reform to act as advisory
5819committee for establishment of
5820
5821Operations and Governance
5822
5823 
5824
5825Increase organization's fundraising
5826capacity, hiring two Grant Managers.
5827
5828Collaboration
5829
5830Conduct strategic mapping
5831
5832of influential faith leaders and
5833organizations as part of new campaign
5834to engage faith community in
5835
5836reform fight.
5837
5838Finance
5839
5840 
5841
5842Raise $1.70 million for operating
5843budget and $3.00 million for
5844
5845grantmaking and support of in-house
5846initiatives.
5847
5848Diversify funding base by securing
5849support from least 315 individual
5850donors and 25 foundations. a
5851sevenfold increase.
5852
5853DA staff recommends baseline
5854support for FFR and AFR of at least
5855$1.20 million. Increasing support
5856
5857from this level to $1.60 million
5858
5859would allow FFR and AFR to host
5860strategic convenings. enhance its
5861internal development, and grow their
5862grantmaking capacity. Meeting this
5863funding target would require Partners
5864that currently support FFR and AFR
5865
586648 FUND FOR rue nepuauc
5867
5868 
5869
5870 
5871
5872Conservative Lighthouse for Reform;
5873identify three conservative funders
5874that will support its creation.
5875
5876Build website that serves as hub for
5877money-in-politics reform sector to
5878come together. learn about issues.
5879donate. and share information.
5880
5881Increase organizational diversity by
5882hiring two women and two people of
5883color to serve on FFR and AFR's staff
5884and Board.
5885
5886Launch targeted 501(c)(3)
5887accountability campaign in six
5888Congressional districts in collaboration
5889with CREW and others in the
5890movement to give voters the tools and
5891information needed to make money in
5892politics a central issue.
5893
5894DA Funding Target as Part
5895of Overall Projected Budget
5896
58972014 Projected Budget: $4.700.000
5898
5899  
5900 
5901
5902$1.20/ 1.60
5903
5904MILLION
5905
5906. 2014 Baseline Funding Threat
5907. 2014 semi. Goal
5908
5909 
5910
5911to increase their giving and for several
5912new Partners to support this work.
5913
5914Diversity Statistics
5915
5916Huii'J
5917
5918 
5919
5920Total 10 3 3
5921People  . 
5922of caior o" 33"  
5923Women 20% 0% 100%
5924LGBTO Did 
5925
5926 
5927
5928The DA encourages organizations
5929
5930to report diversity in leadership and
5931personnel Since submission of this data is
5932voluntary. the report may be incomplete.
5933
5934Opportunities
5935for 
5936
5937Given the Right's limitless ability
5938to pour money into elections
5939and influence policy, FFR and
5940AFR's work to engage more
5941donors and organizations in
5942
5943the money In politics fight is
5944critical. Engaging nontraditional
5945partners such as conservative
5946activists and donors. business
5947leaders, people of faith. and
5948young people. as FFR and
5949
5950AFR are planning to do. can
5951further increase the ranks of the
5952pro-reform movement and would
5953be a welcome development. In
5954order to build the movement of
5955reform, FFR and AFR must show
5956demonstrable results on core
5957components of their strategy
5958and clearly articulate their role in
5959implementing its Battle Plan for
5960Reform, which was developed in
5961conjunction with a broader range
5962of funders, including several
5963additional DA Partners.
5964
5965 
5966
5967 
5968
5969 
5970
5971To prowde a more complete picture, this
5972memo reports on the work of both the
5973501(c)(3) Fund for the Republic and the
5974507(c)(4) Action for the Republic. The
5975operations of the two organizations are
5976kept separate to the degree required
5977bylaw
5978
5979Private and Confidential to Democracy Alliance
5980
5981 2013 PROGRESS REPORT AND 2014 FORECAST
5982
5983Organizing for Action
5984
5985    
5986
5987Organizing for Action (OFA) leverages the energy of grassroots supporters across the country In the ?ght for progressive change.
5988Since early 2013. it has engaged over 4.6 million supporters on gun violence prevention, the economy. climate change. immigration
5989reform, women's issues. marriage equality. and Obamacare. OFA led rapid response efforts to pressure the House to end the
5990government shutdown. While Washington gridlock has stymied progress on many issues. OFA continues to build pressure to
5991overcome political intransigence. Its efforts have advanced climate change and marriage equality measures at the state level and
5992successfully secured the support of several Members of Congress on immigration reform and background checks.
5993
59942013 PERFORMANCE AND IMPACT
5995
5996PROGRAM 0000 OPERATIONS FINANCE COLLABORATION 0000 ?i
5997
5998i .
5999
6000PROGRAM OPERATIONS AND GOVERNANCE i
6001
6002Met mobilization goal. Organized and engaged 4.6 million Established Board (with four DA Partners) and '1
6003
6004action takers around seven action campaigns that promoted Advisory Board (additional five DA Partners) 
6005
6006gun violence prevention, immigration reform. marriage In November; Members engaged In fundraising 
6007. equality. climate change, Women's health and economic and providing strategic advice. A recent report
6008
6009equality. protecting middle class jobs and our economy, and questioned OFA's relationship with a potential .
6010
6011ACA implementation. funder. OFA did not accept support from this 5
6012
6013funder because he did not meet its transparent i
6014
6015Exceeded chapter development goal. Established 275 and rigorous vetting standards. OFA reviewed .
6016
6017chapters across the country. beating goal of 175 due to high its DO'iCies and enaCtEd additional measures to i
6018
6019i enthusiasm in first year. Local chapters across the country ensure E?eCtive implementation 
6020
6021- hosted over 14,000 events and enhanced local 
6022footprint and drove news coverage on seven core issues. 1
6023. COLLABORATION AND ALIGNMENT
6024
6025I Exceeded state development goal. Hired 30 state  Met collaboration goal for women?s rights and 
6026
6027coordinators and 20 deputy state coordinators to oversee . equality work, Launched Stand with Women
6028
6029development of 27S chapters. with strong fundraising campaign with CAP, Planned Parenthood. and .
6030allowing OFA to surpass goal of 2S coordinators; SEIU that mobilized 6.800 women across the .
6031coordinators empowered OFA's 7.000 community organizers country in support of equality and reproductive -,
6032and local volunteer networks to build capacity and organize I rights; tight partnerships in Albuquerque helped 
6033
6034around its seven core BCtion campaigns defeat extreme anti-choice ballot measure that
6035
6036many initially expected to pass. 5
6037
6038 
6039
6040FINANCE i
6041Raised $25.10 million and held spending so  2013 Projected Budget 3
6042to . . 
6043
6044$20 8.8.mllilon meeting revenue goal. a 25 2?13 Mid_Yw I
6045$4.22 million in carryover wull help cover 5 Revised Budget I
6046expenses in 2014 when fundraising is 20 . 2013 Revenue 
6047expected to be less robust because OFA i
6048i will not participate or engage in activity 5 1s . 2?13 Expenses 
6049. . 
6050a related to the election 5 1? 9 DA Partner Suppo?
6051I 
6052I
6053Met small donor fundraising goal. a 2013 _Stretch Goal/ 
6054with 420,000 donors contributing a? Fundmg Target .
6055$18.30 million; average for all donations .3232 DA 
6056was $37. 0'75
6057
6058after processing fees and adjustments
6059and Conmm, ,0 09mm, Mme 2012-2014 on PORTFOLIO sanmo 2014 49
6060
6061a
6062
60632014 GOALS AND BENCHMARKS
6064
6065In 2014, OFA will continue to empower. educate. and activate organizers who cannot
6066only make effective change on the ground, but will be the next generation of grassroots
6067leaders. Through its Spring Organizing Fellows program, OFA will provide a new crop of
6068hundreds of organizers to progressive organizations.
6069
6070Program
6071
6072Continue to organize around seven
6073issue advocacy campaigns, with
6074
6075at least 5.2 million supporters - an
6076increase of 800,000 from 2013 -
6077taking action to support gun violence
6078prevention. immigration reform.
6079climate change. women's health and
6080economic equality, the Affordable Care
6081Act, marriage equality, and protecting
6082middle class jobs and our economy.
6083
6084Expand OFA reach by expanding local
6085chapters into smaller media markets.
6086
6087Recruit and train over 1,700 Spring
6088Organizing Fellows. who will focus
6089on building support for immigration
6090reform and the Affordable Care Act;
6091work to place 700 organizers in the
6092movement when fellowship ends.
6093
6094Operations and Governance
6095
6096Expand Advisory Board from 65 to 75
6097members. which will include funders
6098
6099and Organizational allies; secure at
6100least $3.50 million from all members.
6101
6102Collaboration
6103
6104Collaborate with climate change
6105movement on 12 state and local
6106campaigns that elevate issue and
6107three national days of action that
6108mobilize activists.
6109
6110Partner with women's rights
6111organizations in three to four
6112state legislative fights and two
6113ballot initiatives to stop efforts
6114that limit women?s access to
6115reproductive healthcare.
6116
6117Finance
6118
6119Raise $16.94 million with $7.50 million
6120received by May: $4.22 million
6121carryover will cover expected gap
6122between revenue and expenses.
6123
6124DA Funding Target as Part
6125of Overall Projected Budget
6126
61272014 Projected Budget: $19,280,000
6128
6129Diversify fundraising by increasing
6130organization's small donor base
6131from 420.000 to 600,000 individual .
6132donors. accounting for over 50% of  3
6133
6134OFA's annual budget. $0.60/ 1.00 3,
6135MILLION
6136
6137DA staff recommends baseline .
6138
6139support for OFA of at least $600,000. . mun. 
6140
6141Increasing support from this level to
6142$1.00 million would allow OFA to hire
6143additional state staff to help recruit,
6144
6145
6146
6147 
6148
6149train. and mobilize activists In the
6150?rst six months of 2014. Meeting this
6151funding target would require current
6152suppOrters to modestly increase
6153their giving and for a few additional
6154DA Partners to consider supporting
6155the organization.
6156
615750 ORGANIZING son ACTION
6158
6159Diversity Statistics
6160
6161., ..
6162ml I a: If
6163
6164Total Did Not Report
6165it People .
6166
6167of Com Did Not Report
616836 Women Did Not Report
616916 LGBTO Did Not Report
6170
6171 
6172
6173 
6174
6175The DA encourages organizations
6176to report diversity in leadership and
6177
6178personnel. Since submission of this data is
6179
6180voluntary. the report may be incomplete
6181
6182Opportunities
6183for Alignment
6184
6185OFA is a strong partner to many
6186organizations in the progressive
6187movement and has established
6188a successful track record on
6189
6190a host of issues including
6191marriage equality legislation
6192
6193in Illinois. By partnering with
6194the existing advocacy efforts
6195
6196of Freedom to Marry. Human
6197Rights Campaign (HRC). and
6198Equality OFA hit the
6199ground running, organizing
6200
6201over 50 events and provided
6202additional momentum ahead
6203
6204of the successful legislative
6205vote. OFA took the same
6206approach in the fight to pass the
6207Employment Non-Discrimination
6208Act (ENDA) in Congress, joining
6209with others as part of a broad-
6210based coalition. The result: the
6211Senate passed ENDA for the
6212first time. enthusiasm
6213
6214for collaborating with existing
6215organizations and coalitions and
6216providing them with needed
6217grassroots advocacy provides
6218
6219a good model for future
6220progressive battles that could
6221benefit from additional energy
6222and momentum. including pay
6223equity. voting rights, and other
6224democracy reform issues.
6225
6226 
6227
6228
6229
6230 
6231
6232 
6233
6234Private and Con?dential to Democwcy Alliance
6235
62362014 DYNAMIC INVESTMENT RECOMMENDATION
6237
6238IIli,?
6239
6240State Engagement Initiative
6241
6242to
6243engage. and 
6244
6245L-ml amm: mod .arti 
6246
6247
6248
6249 
6250
6251
6252
6253DESCRIPTION AND RATIONALE
6254
6255Conservative takeovers In state capitals, coupled with aggressive gerrymandering on the Right. have led to greater polarization in
6256Congress and deep disenfranchisement of voters. As a result, at the state level. Republican governors and state legislatures have
6257advanced a devastating agenda. directly targeting voting rights. women's health. workers? and immigrants? rights, and prioritizing
6258the wealthy at the expense of the middle class. With Senate control In the balance, conservatives are on the brink of unleashing
6259
6260that agenda on a national scale.
6261
6262Progressives must continue fighting against this conservative overreach - and find
6263ways to advance our own positive agenda over the long-term. As part of that plan,
6264progressives should invest resources to increase turnout in blue. red. and purple
6265states across the country in November.
6266
6267With that in mind, the DA partnered with Committee on States in fall 2013
6268
6269and launched a new dynamic investment - similar to past state-focused
6270recommendations. such as Built to Win and State Tables - designed to encourage
6271funding to strategic, well-vetted state programs that can engage, organize. and
6272mobilize millions of voters ahead of this election.
6273
6274Recognizing emerging political realities, the DA and C05 have further refined SEl's
6275scope, recommending Partners direct their in-state giving to ii states (CO. FL. ME.
6276MI. MN, NC, NH, NM, OH. PA, and WI), all of whom:
6277
6278Enjoy a well-established core, in-state progressive infrastructure;
6279
6280Receive support from in-state donors so resources from national donors could
6281be leveraged to maximum effect;
6282
6283Where voting rights and progressive values are under constant attack; and
6284
6285Are home to many underrepresented voters of the Rising American Electorate
6286who could benefit from increased mobilization efforts.
6287
6288It should be noted that although SEl?s primary focus is on 501(c)(4) activity. there
6289are opportunities for strategic in-state 501(c)(3) giving. Partners interested in
6290directing 501(c)(3) contributions should contact DA or COS staff. who can provide
6291detailed information about in-state opportunities and advise Partners on where
6292
6293can they leverage their support against the giving of some foundations and other
6294allied efforts.
6295
6296Private and Confidential to Democracy Alliance
6297
6298Supporting this Effort
6299
6300Partners may direct their giving in
6301two ways:
6302
6303investing directly in these
6304recommended states.
6305Priorities have been
6306identi?ed in each of these
630710 states that are best
6308positioned to carry out the
6309mobilization and turnout
6310efforts needed to ensure
6311maximum participation in
6312this year's election. with
6313the full list outlined in an
6314appendix to this memo.
6315
6316Direct support to a national
6317regranting fund. DA Partners
6318may contribute to America
6319Votes'. a national 501(c)(4).
6320or America Votes Action
6321Fund". a 527 registered
6322at the PEG and state level;
6323both will re-grant resources
6324to the states based on
6325highest need and most
6326strategic value.
6327
6328To encourage investment in states
6329that need support for long-term
6330infrastructure, SEI also recognizes
6331three ?expansion opportunity" states
6332(AZ. GA, and TX). Although the
6333donor organizing and progressive
6334infrastructure may be more nascent.
6335all of these states will undoubtedly
6336play a large role in future legislative
6337battles. national elections. and
63382020 redistricting. Specific funding
6339recommendations for these states
6340are available upon request.
6341
63422012-2014 DA PORTFOLIO SPRING 2014 
6343
63442014 FORECAST AND FINANCES
6345
6346In 2014. State Engagement initiative will leverage national investments in 11 states.
6347supporting voter education. critical field programs, earned media. and digital
6348communication efforts in order to maximize impact in November. It must work to raise
6349significant money early in the year so it can be deployed for maximum impact. SEI will
6350also help build infrastructure in three emerging states that show promise due to changing
6351demographics. cultural advances. and donor commitment. Although these states may
6352require several more cycles of investment before our work is done. major inroads can be
6353
6354made this year.
6355
6356Program
6357
6358 
6359
6360Leverage contributions from national
6361donors for in-state investments to
6362support coordination, communication.
6363and messaging efforts of high
6364performing organizations that
6365strategically register and mobilize
6366specific RAE and voters in each state.
6367
6368Provide support to high-priority
6369organization in each state, including
6370
6371Finance
6372
6373Work with Committee on States and
6374in-state donor alliance networks to
6375ensure that state organizations obtain
6376resources needed to secure 2014
6377wins, legislative goals. and long-term
6378infrastructure development.
6379
6380Collaboration
6381
6382Collaborate with DA's Youth. Latino.
6383Women, and Black Civic Engagement
6384Funds to identify areas of mutual
6385interest and ensure investments and
6386targeted areas are as coordinated
6387
6388as possible.
6389
6390state affiliates of America Votes and
6391ProgressNow. directing resources
6392towards efforts with the most strategic
6393value and impact.
6394
6395Conduct ongoing outreach to DA
6396Partners in order to secure necessary
6397resources to support the work in the
6398critical states.
6399
6400Raise $2.00 million from DA Partners
6401by May 2014 and distribute to
6402
6403states based on highest need and
6404greatest impact.
6405
6406Contributions or gifts to America Votes are not tax deductible as charitable contributions or as
6407
6408busmess expenses under Sect/on 762(e)
6409
6410Contributions or gifts to America Votes Action Fund are not tax deductible.
6411
641252 STATE ENGAGEMENT INITIATIVE
6413
6414 
6415
6416Opportunities
6417for Alignment
6418
6419Several organizations in the DA's
6420Aligned Network with advocacy
6421capacity. including America
6422Votes and ProgressNow. are
6423critical pieces of state-based
6424infrastructure and are already
6425doing much of the targeting.
6426mobilization, and turnout needed
6427ahead of the midterms. SEI will
6428work with these organizations
6429and support their work when
6430possible - in addition to other
6431coordinated and focused
6432initiatives identi?ed by in-state
6433donor alliances as filling the
6434greatest need or potential
6435
6436to have the most impact -
6437
6438as it supports widespread
6439engagement and turnout efforts
6440in 2014.
6441
6442With scarce resources and many
6443priority states. SEI will coordinate
6444its giving with those already
6445focused on state-based giving.
6446including in-state and national
6447donors. Additionally. SEI will
6448align funding priorities with the
6449DA-recommended engagement
6450funds that are already supporting
6451efforts to engage and turnout
6452young people, Latinos. African
6453Americans. and women.
6454
6455 
6456
6457 
6458
6459Private and Confidential to Democracy Alliance
6460
6461A
6462
6463
6464
6465
6466
6467       
6468   
6469  
6470
6471nini?vrfm. i!
6472i .l'yr 
6473
6474.-
6475
6476
6477
6478iv 
6479
6480- v.
6481
6482in the spring of 2012, the Democracy Alliance (DA) Introduced a three-year Investment
6483pertfoilo grounded In the assumption that sustainable progressive change requires
6484a robust, multicfaceted infrastructure. As part of that approach. we created the
6485
6486Progressive Infrastructure Map (referred to as ?the Map") to reflect the work of a wide
6487
6488range of organizations that drive the progressive agenda.
6489
6490
6491
6492I
6493
6494The Map currently reflects 172 organizations and efforts. 40 of which have been nominated
6495
6496"w
6497
6498
6499by Partners over the last two years. and contributions to all of these organizations count
6500toward Partners' annual giving requirements. A complete list of organizations Included on
6501the Progressive Infrastructure Map follows on the next page.
6502
6503mmruwwu
6504
6505Each organization has been vetted by the Investment Services staff acc0rding to criteria
6506
6507I
6508I
6509
6510established by the DA's Board of Directors, which stipulates that each organization be:
6511
6512Politically active and progressive;
6513Signi?cant in scale and primarily national in scope;
6514Strategically signi?cant: and
6515
6516Collaborative.
6517
6518Most importantly, the Map provides Partners access to a central repository of privileged
6519and timely information on scores of progressive organizations via the DA's new community
6520
6521website - something that does not exist anywhere else in the movement.
6522
6523Fully launched in fall 2013. this new website allows us to share with Partners much of the
6524movement's activities. goals, intended impact. and finances in innovative ways - equipping
6525Partners with an additional tool to guide strategic investments in the movement. Built
6526
6527with the ability for organizations to share their information with others on the Map as well,
6528
6529
6530
6531the website has the potential to become a go-to source for timely information. providing
6532
6533a snapshot of the collective power and impact of our movement. Doing so will allow
6534us to track movement trends. search for new investment Opportunities, showcase how
6535organizations are working together to amplify their impact. and tell the complete story of
6536
6537the DA's collective reach and impact as a community.
6538
6539'Wr um
6540
6541
6542
6543
6544I
6545
6546
6547
6548
6549
6550mm DarnocracyAlliance aorz-zou on pearl-cue senlue 2014 53
6551
6552 
6553
6554PROGRESSIVE INFRASTRUCTURE MAP SPRING 2014
6555
6556350.0rg
6557
6558Advancement Project I
6559
6560The Agenda Project
6561
6562Alliance for Justice
6563
6564AIterNet
6565
6566America Votes
6567
6568American Bridge let Century
6569American Constitution Society
6570
6571American Independent News
6572Network
6573
6574American Sustainable Business
6575Coucil
6576
6577Americans for Responsible
6578Solutions
6579
6580Americans United For Change
6581Analyst Institute
6582
6583The Atlas Project
6584
6585Auburn Seminary
6586
6587Ballot Initiative Strategy Center
6588
6589Bend the Arc: A Jewish
6590Partnership for Justice
6591
6592Black Civic Engagement Fund
6593BlueGreen Alliance
6594
6595Brave New Films I
6596
6597Brennan Center for Justice
6598
6599The Bus Federation
6600
6601Campaign for America's Future I
6602Catalist
6603
6604Catholics United
6605
6606Center for American Progress
6607Center tor Community Change
6608
6609Center for Economic
6610and Policy Research
6611
6612Center for Media and Democracy
6613
66142012-2014 DA PORTFOLIO
6615
6616Center for Political
6617Accountability
6618
6619The Center for Popular
6620Democracy
6621
6622Center for Responsible Lending 
6623Center for Social Inclusion I
6624Center for Story-based Strategy
6625
6626Center on Budget and Policy
6627Priorities
6628
6629Citizen Engagement Laboratory I
6630Climate Reality Project
6631
6632Coalition to Stop Gun Violence
6633Code for Progress 
6634ColorofChange.org
6635
6636Common Cause
6637
6638Common Purpose Project
6639
6640Constitutional
6641Accountability Center
6642
6643Corporate Action Network
6644CREW I
6645
6646Democracy for America
6647Democracy Initiative
6648Democracy Now I
6649Democracy: A Journal of Ideas
6650Demos
6651
6652Drug Policy Alliance
6653Economic Innovation Institute
6654Economic Policy Institute I
6655Emerge America
6656
6657EMILY's List I
6658
6659Energy Action Coalition
6660Enroll America
6661
6662Environment America
6663
6664Fair Elections Legal Netw0rk
6665
6666Fair Share Alliance
6667
6668Faith in Public Life
6669
6670The Foundation for the Future
6671Free Press I
6672
6673Free Speech for PeOpie
6674Free Speech TV
6675Freedom to Marry
6676Friends of Democracy
6677Fund for the Republic
6678Gamallel Foundation I
6679Gamechanger Networks
6680Generational Alliance
6681
6682
6683Green Corps
6684
6685Green For All
6686
6687Head Count Inc.
6688
6689Hip Hop Caucus
6690
6691House Majority PAC
6692Human Rights Campaign
6693I Vote
6694
6695Institute for Research 
6696Education on Human Rights
6697
6698Institute on Taxation and
6699Economic Policy
6700
6701Street
6702
6703Justice at Stake
6704
6705Know Your Care
6706
6707Latino Engagement Fund
6708
6709Lawyers' Committee for Civil
6710Rights Under Law
6711
6712Leadership Center for the
6713Common Good
6714
6715Leadership Conference on Civil
6716and Human Rights
6717
6718League of Conservation Voters
6719
6720Private and Con?denth to Democracy Alliance
6721
6722
6723
6724 
6725
6726A
6727
6728eta <43
6729
6730
6731
6732
6733
6734
6735I
6736
6737
6738
6739
6740
6741
6742I
6743
67441"
6745I
6746
67470
6748
6749League of Young Voters I
6750Main Street Alliance
6751
6752Majority PAC
6753
6754The Management Center
6755MapLight
6756
6757Mayors Against Illegal Guns
6758The Media Consortium
6759
6760Media Matters for America
6761Mi Vota
6762
6763Midwest Academy 1?
6764MomsRising
6765
6766Mother Jones
6767
6768Movement Advancement Project
6769NAACP
6770
6771NARAL Pro-Choice America
6772The Nation 
6773
6774National Council of La Raza I
6775
6776National Democratic
6777Redistricting Trust
6778
6779National Domestic Workers
6780Aliance
6781
6782National Employment Law
6783Project
6784
6785The National Gay and Lesbian
6786Task Force
6787
6788National immigration Forum
6789National People's Action
6790National Popular Vote
6791National Security Network I
6792
6793New America Media 
6794
6795
6796I o.
6797
6798
6799
6800
68014' New Organization
6802
68032012-2014 Aligned Network Organizations
68042013 Dynamic investments
6805
6806New American Leaders Project
6807New Leaders Council
6808
6809New Media Ventures
6810
6811New Organizing Institute
6812NextGen Climate Action 
6813NRDC
6814
6815The Opportunity Agenda 9
6816Organizing for Action
6817People for the American Way
6818PICO National Network
6819Planned Parenthood
6820Priorities USA
6821
6822Progressive Campaign Change
6823Committee
6824
6825Progressive Congress
6826Progressive Majority
6827Progressive States Network
6828ProgressNow
6829
6830Project New America
6831Project Vote
6832
6833Public Campaign
6834
6835Public Citizen
6836
6837Race Forward
6838
6839Rainforest Action Network
6840Rebuild the Dream
6841
6842ROC United
6843
6844Rock the Vote
6845
6846The Roosevelt institute
6847
6848Scholars Strategy Network
6849
6850Sierra Club I
6851
6852Small Business Majority
6853Sojourners I
6854
6855Southern Poverty Law Center
6856Southern Progress Fund
6857State Engagement Initiative
6858State Voices
6859
6860Student 
6861
6862Sunlight Foundation
6863
6864The Texas Future Project?
6865Third Way I
6866
6867Truman National Security Project
6868UitraVrolet
6869
6870United for a Fair Economy
6871United Republic
6872
6873US PIRGS
6874
6875USActlon I
6876
6877Voices for Progress
6878
6879Voter Participation Center I
6880VoteVets.org
6881
6882Voto Latino
6883
6884Washington 
6885Wellstone Action
6886
6887Women's Equality Center
6888Working America
6889
6890Young Democrats of America I
6891Young 
6892
6893Youth Engagement Fund
6894YP4 and YEO Network I
6895
6896
6897
6898Over the last nine years, many of the organizations
6899
6900previously recommended for support by the
6901Democracy Alliance have played instrumental roles
6902in building a stronger, more integrated progressive
6903infrastructure. We would like to specifically highlight
6904the contributions of these pervlous Alliance Partner
6905Organizations to the progressive movement and the
6906creation of a better America.
6907
6908Pavate and Con?dential to DemoCreCy Alliance
6909
69101.
6911
6912. 
6913
6914 
6915
6916
6917
6918datum.
6919mm um?ma?l ?wu
6920in;
6921
6922Ammo.
6923
6924y; whim?
6925
6926Inf
6927
69280 1.9
6929
6930
6931
6932
6933?a
6934. Pave.
69354v" gnu a'
6936r? ..1
6937flag?. H)
6938
69399; rtkr.?
6940
694111439
6942
6943?Lu
69444: 
6945
6946- 
6947
6948?Titania-?"31
6949
6950?My -- 
6951
6952
6953
6954
6955mow? 4
6956?1 .
6957?but??d
6958"a in?
6959'f mm 
6960ran.? at?
6961. '9 
6962. 
6963We)" 1304.34new? n?y?
6964
6965
6966
6967aggm gs. 43mm. View menu? 3(5th
696811%? -: (1?.ng 
6969
6970?en umm. mm? .oenrw': 
69711 -. 9? . onsmoq?dmv" :clb?vh- new
6972?wh  
6973
6974an: ?ufamb W?s? 
6975
6976am.?uv? stm'o't'k? 00?:
6977
6978mm 'rmu 
6979. 
69807A4 
6981?ra?a! 9
69823? 
6983810.8. 
698431-;  an? 5.31'3?2-33'
6985
6986?Jw-w. . Lat. -Al
6987
69880 at. I l- ?tn; 91033atAkr?'c' not:
6989
6990Mr"
6991
6992.3
6993
6994EU: ?7913? E913 15! Iii-"Ell? 19 132U: Haul 
6995
6996DIRECTORY
6997
6998
6999
7000AMERICAN CONSTITUTION
7001SOCIETY
7002
7003Caroline Fredrickson. President
7004cfredrickson@acslaw.org
7005
70061333 Street. NW
7007
700811th Floor
7009
7010Washington. DC 20005
7011Telephone: (202) 393-6181
7012
7013
7014Development Contact:
7015
7016Lisa Hayes.
7017
7018Vice President of Development
7019and Senior Counsel
7020ihayes@acslaw.org
7021
7022501(c)(3): American
7023Constitution Society
7024EIN: 52-2313694
7025
7026
7027
7028AMERICA VOTES
7029
7030Greg Speed. President
7031gspeed@americavotes.org
7032
70331155 Connecticut Avenue. NW
7034Suite 600
7035
7036Washington. DC 20005
7037Telephone: (202) 962-7251
7038
7039
7040Development COntact: Rebecca
7041Lungren, DeveIOpment Director
7042rlungren@americavotes.org
7043
7044501(c)(4): America Votes
7045EIN: 26-4568349
7046
7047superPAC: America Votes Action Fund
7048EIN: 27-4522665
7049
7050Private and Con?dential to Democracy Alliance
7051
7052BLACK CIVIC ENGAGEMENT
7053FUND
7054
7055Adrianne Shropshire, Senior Advisor
7056adrianne.shrop@gmail.com
7057
70581201 Connecticut Ave. NW
7059Suite 300
7060
7061Washington DC, 20036
7062(202) 595-1020
7063
7064501(c)(3): New Venture Fund - Black
7065Civic Engagement Fund
7066EIN: 20-5806345
7067
7068501(c)(4): Sixteen Thirty Fund - Black
7069Civic Engagement Action Fund
7070EIN: 26-4486735
7071
7072BRENNAN CENTER FOR JUSTICE
7073Michael Waldman. President
7074michael.waldman@nyu.edu
7075
7076161 Avenue of the Americas
707712th Floor
7078
7079New York, NY 10013
7080Telephone: (646) 292-8310
7081
7082
7083Development Contact: Vivien Watts.
7084Vice President for Development
7085vivien.watts@nyu.edu
7086
7087501(c)(3): Brennan Center for Justice
7088EIN: 13-3839293
7089
7090501(c)(4): Brennan Center for Justice
7091Strategic Fund
7092EIN: 03-0593698
7093
7094 
7095
7096CENTER FOR AMERICAN
7097PROGRESS ACTION FUND
7098
7099Neera Tanden, President. CAP
7100ntanden@americanprogress.org
7101
7102Ted Strickland. President. CAP Action
7103
7104
71051333 Street. NW
7106
710710th Floor
7108
7109Washington. DC 20005
7110Telephone: (202) 682-1611
7111
7112
7113
7114Development Contact:
7115
7116Abbie Gibbs, Vice President of
7117Development
7118agibbs@americanprogress.org
7119
7120501(c)(3): Center for American Progress
7121EIN: 30-0126510
7122
7123501(c)(4): Center for American Progress
7124Action Fund
7125
7126EIN: 30-0192708
7127
7128CATALIST
7129
7130Laura Quinn. Chief Executive Officer
7131lquinn?catalist.us
7132
71331090 Vermont Avenue. NW
7134Suite 300
7135
7136Washington. DC 20005
7137Telephone: (202) 962-7200
7138
7139
7140Development Contact: Gary Gruver.
7141Chief Financial Officer
7142ggruver@catalist.us
7143
7144501(c)(3): Tides - New Strategies Fund
7145Catalist
7146EIN: 51-0198504
7147
7148LLC: Catalist, LLC
7149EIN: 20-3232100
7150
71512012-2014 DA PORTFOLIO name 201: 57
7152
7153 
7154
7155 
7156
7157
7158
7159CENTER ON BUDGET AND
7160POLICY PRIORITIES
7161
7162Robert Greenstein, President
7163greenstein@cbpp.org
7164
7165820 ist Street. NE
7166
7167Suite 510
7168
7169Washington, DC 20002
7170Telephone: (202) 408-1080
7171
7172
7173Development Contact:
7174
7175Kris Pueschel,
7176
7177Vice President of Institutional
7178Advancement
7179peuschel?cbpporg
7180
7181501(c)(3): Center on Budget
7182and Policy Priorities
7183EIN: 524234565
7184
7185CENTER FOR COMMUNITY
7186FOR
7187COMMUNITY CHANGE
7188
7189Deepak Bhargava. Executive Director
7190dbhargava@communitychange.org
7191
71921536 Street. NW
7193
7194Washington, DC 20009
7195Telephone: (202) 339-9326
7196
7197
7198
7199Development Contact:
7200
7201Tori O?Neal-McElrath, Director of
7202Institutional Advancement
7203toneal@communitychange.org
7204
7205501(c)(3): Center for
7206Community Change
7207EIN: 52-0888113
7208501(c)(4): Campaign for
7209Community Change
7210EIN: 27-0061100
7211
721258 2012-2014 DA ponwouo
7213
7214COMMON PURPOSE PROJECT
7215
7216Erik Smith, Board Chair
7217esmith@commonpurposeproiectorg
7218
72191140 Connecticut Street. NW
7220Suite 800
7221
7222Washington. DC 20036
7223Telephone: (202) 331-0110
7224
7225
7226Development Contact: Kristin Avery.
7227National Outreach Director
7228kavery@commonpurposeprojectorg
7229
7230501(c)(4): Common
7231Purpose Project, Inc.?
7232EIN: 26-4325985
7233
7234?Donations will be publicly disclosed
7235
7236DEMOCRACY ALLIANCE
7237POOLED FUND
7238
7239The Democracy Alliance Pooled
7240
7241Fund enables Partners to support
7242
7243the DA Aligned Network without
7244specifying a particular organization for
7245funding. Staff will allocate funds on a
7246semi-annual basis. prioritizing those
7247organizations that are in greatest need
7248of additional support. For contribution
7249information. please see:
7250
7251Julie Kohier, Managing Director
7252jkohler@democracyalliance.org
7253
7254Democracy Alliance Pooled Fund
72551575 St. NW
7256
7257Suite 425
7258
7259Washington, DC 20005
7260
7261(202) 717-8550
7262
7263501(c)(3): New Venture Fund -
7264Democracy Alliance Pooled Fund
7265EIN: 20-5806345
7266
7267501(c)(4): Sixteen Thirty Fund -
7268Democracy Alliance Pooled Fund
7269EIN: 26-4486735
7270
7271 
7272
7273
7274
7275FUND FOR THE REPUBLIC
7276
7277Nick Penniman, Executive Director
7278
7279
7280333314th Street, NW
7281
7282Suite 205
7283
7284Washington, DC 20010
7285(202) 299-0265
7286
7287
7288Development Contact: Christine -
7289Mahler. Development Manager
7290
7291
7292501(c)(3): Fund for the Republic
7293EIN: 32-0384285
7294
7295501(c)(4): Action for the Republic
7296EIN: 46-0792299
7297
7298. . . . 
7299
7300LATINO ENGAGEMENT FUND
7301
7302Eddy Morales. Director
7303emorales@democracyalliance.org
7304
73051575 Street, NW
7306Suite 425
7307
7308Washington. DC 20005
7309(202) 717-8559
7310
7311501(c)(3): New Venture Fund -
7312Latino Engagement Fund
7313EIN: 20-5806345
7314
7315501(c)(4): Sixteen Thirty Fund -
7316Latino Engagement Action Fund
7317EIN: 26-4486735
7318
7319 
7320
7321Private and Con?dential to Democracy Alliance
7322
7323
7324
7325MEDIA MATTERS FOR AMERICA
7326
7327David Brock. Founder and Board Chair
7328DavidBrock4?gmaiLcom
7329
7330455 Massachusetts Avenue, NW
73316th Floor
7332
7333Washington. DC 20001
7334Telephone: (202) 756-4100
7335
7336
7337Development Contact:
7338Mary Pat Bonner. Bonner Group
7339mpbonner@bonnergrp.com
7340
7341501(c)(3): Media Matters for America
7342EIN: 47-0928008
7343
7344501(c)(4): Media Matters Action
7345Network
7346EIN: 77-0646754
7347
7348NEW MEDIA VENTURES
7349
7350Christie George. Director
7351cgeorge@newmediaventuresorg
7352
7353901 Mission Street
7354
7355Suite 205
7356
7357San Francisco. CA 94102
7358Telephone: (415) 613-6370
7359
7360
7361501(c)(4): New Media Ventures/
7362The Advocacy Fund
7363
7364EIN: 94-3153687
7365
7366c/o Snyder
7367
7368
7369(415) 561-6373
7370
7371Media Ventures/Tides
7372EIN: 51-0198509
7373
7374c/o Snyder
7375
7376
7377(415) 561-6373
7378
7379Private and Con?denth to Democracy Alliance
7380
7381
7382
7383NEW ORGANIZING INSTITUTE
7384
7385Ethan Roeder. Executive Director
7386ethan@neworganizing.com
7387
7388113319th Street, NW
7389
7390Suite 850
7391
7392Washington, DC 20036
7393Telephone: (202) 210-3924
7394
7395
7396Development Contact: Mike Piel,
7397Development Associate
7398mpiel@neworganizing.com
7399
7400501(c)(3): New Organizing Institute
7401Education Fund
7402
7403EIN: 56-2633160
7404
7405501(c)(4): New Organizing Institute
7406EIN: 56-2538200
7407
7408ORGANIZING FOR ACTION
7409
7410Jon Carson, Executive Director
7411jcarson@barackobama.com
7412
7413224 North Desplaines Street
7414Suite 500
7415
7416Chicago, IL 60654
7417Telephone: (312) 882-3717
7418
7419
7420Development Contact:
7421
7422Kathy Gasperine. National
7423Development Dlrector
7424kgasperine@barackobama.com
7425
7426501(c)(4): Organizing for Action
7427EIN: 46-1827418
7428
7429 
7430
7431PROGRESSIVE MAJORITY
7432
7433Gloria Totten. President
7434gtotten@progressivemajorityorg
7435
74361825 Street. NW
7437
7438Suite 450
7439
7440Washington, DC 20006
7441
7442Telephone: (202) 248-5380
7443
7444
7445
7446
7447501(c)(3): The Public
7448Leadership Institute - IAF
7449EIN: 52-1971942
7450
7451501(c)(4): Progressive Majority
7452Action Fund
7453EIN: 524861766
7454
7455527: Progressive Majority
7456EIN: 52-2207216
7457
7458PROGRESSNOW
7459
7460Arshad Hasan. Executive Director
7461arshad@progressnow.org
7462
74635922 Excelsior Blvd.
7464Minneapolis. MN 55416
7465Telephone: (267) 237-7488
7466
7467
7468501(c)(3): ProgressNow Education
7469EIN: 20-8720291
7470
7471501(c)(4): ProgressNow
7472EIN: 20-8720230
7473
74742012-2014 DA PORTFOLIO spams 2013 59
7475
7476 
7477
7478DIRECTORY
7479
7480STATE ENGAGEMENT INITIATIVE
7481
7482Frank Smith
7483fes33@me.com
7484
7485Scott Anderson
7486scott@committeeonstatesorg
7487
7488Dominic Lowell
7489dlowell@democracyalliance.org
7490
7491c/o Democracy Alliance
74921575 Street, NW
7493
7494Suite 425
7495
7496Washington, DC 20005
7497Telephone: (202) 717-8563
7498
7499DA Partners may support the State
7500Engagement Initiative by directly
7501supporting any approved organization
7502listed in a forthcoming appendix or by
7503contributing to a national fund, which
7504will regrant resources to the states.
7505Although SEI's primary focus is
7506
7507on 501(c)(4) activity, there are
7508opportunities for 501(c)(3) giving.
7509Partners interested in directing
7510501(c)(3) contributions should contact
7511DA or COS staff. who can provide
7512detailed information about in-state
7513opportunities and advise Partners on
7514where can they leverage their support
7515with the giving of some foundations
7516and other allied efforts, including the
7517State Infrastructure Fund (SIF) at
7518Public Interest Projects. Contribution
7519information for SIF is listed below.
7520
7521501(c)(3): Public Interest Projects -
7522State Infrastructure Fund
7523EIN: 13-3191113
7524
7525501(c)(4): America Votes State
7526Engagement Initiative
7527EIN: 26-4568349
7528
7529527: America Votes Action Fund -
7530
7531State Engagement Initiative
7532EIN: 27-4522665
7533
753460 2012-2014 DA pearl-cue
7535
7536STATE VOICES
7537
7538Tracy Sturdivant, Executive Director
7539tracy@statevoices.org
7540
7541500 Griswold Street
7542
7543Suite 2850
7544
7545Detroit, MI 48226
7546Telephone: (313) 965-4000
7547
7548
7549Development Contact:
7550Elizabeth Camuti.
7551
7552Senior Development Manager
7553elizabeth@statevoices.org
7554
7555501(c)(3): State Voices
7556EIN: 20-1115618
7557
7558EQUALITY CENTER
7559
7560Kate Chapek. Executive Director
7561
7562
75631155 Connecticut Avenue, NW
7564Suite 600
7565
7566Washington, DC
7567
7568(202) 283-8806
7569
7570
7571501(c)(3): New Venture Fund -
7572Women's Equality Center
7573EIN: 20-5806345
7574
7575501(c)(4): Sixteen Thirty Fund -
7576Women's Equality Center Action Fund
7577EIN: 26-4486735
7578
7579YOUTH ENGAGEMENT FUND
7580
7581Alexandra Acker-Lyons, Director
7582
7583
7584c/o Democracy Alliance
75851575 Street, NW
7586Suite 425
7587
7588Washington. DC 20005
7589(202) 256-7183
7590
7591501(c)(3): New Venture Fund -
7592Youth Engagement Fund
7593EIN: 20-5806345
7594
7595501(c)(4): Sixteen Thirty Fund -
7596Youth Engagement Action Fund
7597EIN: 26-4486735
7598
7599Private and Con?dential to Democracy Alliance
7600
7601
7602
7603a. on- J. an-