State Innovation Exchange FY2022 filing

Tax-deductible

Madison, WI501(c)(3)Since 2014Civil Rights & AdvocacyEIN 46-1368531Revenue $8.5M in FY2022

On file with the IRSstateinnovation.org1360 Regent St Pmb 257, 53715-1255 · Madison, WITax-exempt since Apr 2013Publicly supported charity — 170(b)(1)(A)(vi)

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The State Innovation Exchange (six) is a nonpartisan, values based resource center that supports State legislators and the general public through providing educational resources and research on progressive policy.

501(c)(3) charity; gifts are tax-deductible.
83¢ of each $1 spent went to programs.
$1.3M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $740K a year · 8% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
83%
of spending
Looks good: 83% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.3M
to officers and key staff · 12% of spending
Looks good: pay to officers and key staff is 12% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
10 mo
of spending, in cash
Looks good: 10.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
26
named funders · $5.6M
Looks good: 26 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$1.2M
14% of total assets
Looks good: liabilities are 14% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 10 voting members
Looks good: 10 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$8.5M
-7% vs prior year
Spent
$10.1M
To programs
83%
Net assets
$7.8M
By yearFY2020–FY2024
Revenue
$8.5M
FY2022▼ -7%
Tap a bar for its year
Revenue by fiscal year
FY2020$8.7M
FY2021$9.1M
FY2022$8.5M
FY2023$9.1M
FY2024$10.8M
Expenses
$10.1M
FY2022▲ +55%
Tap a bar for its year
Expenses by fiscal year
FY2020$5.9M
FY2021$6.5M
FY2022$10.1M
FY2023$9.3M
FY2024$10.8M
Net assets
$7.8M
FY2022▼ -17%
Tap a bar for its year
Net assets by fiscal year
FY2020$6.9M
FY2021$9.5M
FY2022$7.8M
FY2023$7.7M
FY2024$7.8M

From the FY2022 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Apr 2013.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

83 cents of each dollar spent went to programs.

Program services 83% · $8.4M Management & general 15% · $1.5M Fundraising 2% · $218K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

18 people listed on the 990; $1.3M paid to officers and key staff.

Part VII, Section A · reportable compensation
Co-Executive Director
$253,168Pt VII · Sec A
Co-Executive Director
$243,668Pt VII · Sec A
SVP, State Strategy
$169,765Pt VII · Sec A
SVP, Strategic Initiatives and Services
$168,723Pt VII · Sec A
VP, Operations
$167,654Pt VII · Sec A
SR. Director, Reproductive Rights
$135,826Pt VII · Sec A
Nat'l Director of Research
$121,352Pt VII · Sec A
$0Pt VII · Sec A

Neha Patel’s $294K as Co-Executive Director is at the 58th percentile of top reported officer pay among 129 $10–100M civil rights & advocacy nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Neha Patel$293,832$240,925$253,168$235,020$169,438
Jessie Ulibarri$288,943$250,425$243,668$225,602$167,424
Molly Noble$209,820$167,606$167,654$155,661$151,951
Nahal Zamani—$182,329$169,765——
Kelly Baden——$168,723$144,425$129,671
Ida Eskamani$162,626$118,348———
Jennifer Driver$155,603$138,922$135,826——
Kendra Kimirauskas$155,316$120,484———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes
  • Loans to or from officersSch L · Pt II2 listed

Programs and updates

Provides research and educational resources on progressive policies for state legislators and the public.

Questions for State Innovation Exchange

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Provided by the organization

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3 programs · $5.0M · in their own filed words · FY2022
01

Six's reproductive rights program organizes and facilitates the reproductive freedom leadership council (RFLC), a nonpartisan group of state legislators. The RFLC educates and engages legislators and the general public on issues related to reproductive health, rights and justice, through skill and issue-based trainings, convenings…

$2.2Mprogram expense
02

Legislative Affairs

Six provides local technical assistance and educational support to state legislators, the general public, and grassroots movements on a wide array of progressive public policy topics. This includes developing customized policy research, creating policy education materials, conducting issue briefings, hosting skill-based trainings…

$1.8Mprogram expense
03

Democracy

Six's democracy program is a national initiative that works with state legislators, the general public, and grassroots movements to be dynamic champions for a powerful, inclusive and participatory democracy.

$945Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 26 funders →
Grants paid · 2 grants · $612K · 2024–2024
Progressive States ActionWI · FY2024$490,000
Georgetown UniversityDC · FY2024$122,000

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$8.5M
Ln 12
Gifts and grantsLn 1h$8.0M
Fees for servicesLn 2g$447K
Investment incomeLn 3$32K
Money outPt IX
$10.1M
Ln 25
Programscol B$8.4M
Managementcol C$1.5M
Fundraisingcol D$218K
Owns and owesPt X
$7.8M
net assets · Ln 32
Cash and savingsLn 1–2$8.6M
Total assetsLn 16$9.1M
LiabilitiesLn 26$1.2M
PeoplePt VI, VII
18
listed · VII A
PaidVII A7
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$8.0M
Noncash giftsLn 1g$1.1M
Fees for servicesLn 2g$447K
Investment incomeLn 3$32K
Other incomeLn 4–11$2K
Total revenueLn 12$8.5M
Assets in detailPt X, end of year
CashLn 1$2.5M
SavingsLn 2$6.0M
Cash and savings togetherLn 1–2$8.6M
Land, buildings, equipmentLn 10c$98
Other assetsLn 15$191K
Total assetsLn 16$9.1M
LiabilitiesLn 26$1.2M
Net assetsLn 32$7.8M
OperationsPt I, VI
EmployeesI 539
VolunteersI 69
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$9.3M$8.6M
Land, buildings, equipmentLn 10c$4K$98
Total assetsLn 16$10.1M$9.1M
LiabilitiesLn 26$571K$1.2M
Net assetsLn 32$9.5M$7.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$580K$432K$128K$21K
Other salaries and wagesLn 7$3.0M$2.2M$655K$106K
Pension plan contributionsLn 8$133K$99K$29K$5K
Other employee benefitsLn 9$474K$353K$104K$17K
Payroll taxesLn 10$293K$218K$64K$10K
Legal feesLn 11b$28K$25K$3K$4
Accounting feesLn 11c$124K$112K$12K$18
Other fees for servicesLn 11g$3.8M$3.5M$363K$561
Office expensesLn 13$79K$66K$11K$2K
Information technologyLn 14$48K$40K$7K$1K
OccupancyLn 16$13K$9K$1K$2K
TravelLn 17$631K$484K$122K$25K
Conferences, conventions and meetingsLn 19$463K$445K$5K$14K
Depreciation, depletion and amortizationLn 22$4K$3K$1K$130
InsuranceLn 23$26K$22K$4K$683
Other expenses (24a–d)Ln 24$518K$480K$20K$19K
All other expensesLn 24e−$103K−$78K−$21K−$5K
Total functional expensesLn 25$10.1M$8.4M$1.5M$218K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $10.8M$10.8M$76K$7.8M 990 PDF
FY2023 $9.1M$9.3M−$151K$7.7M 990 PDF
FY2022 Viewing $8.5M$10.1M−$1.7M$7.8M 990 PDF
FY2021 $9.1M$6.5M$2.6M$9.5M 990 PDF
FY2020 $8.7M$5.9M$2.8M$6.9M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2022 990 (6 parts)
Part I · Summary $8,461,698 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $9,099,422$7,980,010
I-9 Program service revenuePrior year $40,000$447,136
I-10 Investment incomePrior year $500$32,427
I-11 Other revenuePrior year $4,325$2,125
I-12 Total revenuePrior year $9,144,247$8,461,698
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $4,234,708$4,455,220
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $2,271,842$5,658,450
I-18 Total expensesPrior year $6,506,550$10,113,670
I-19 Revenue less expensesPrior year $2,637,697−$1,651,972
Part VI · Governance 10 of 10 board members independent, no flags
VI-1a Voting members of the governing body10
VI-1b Independent voting members10
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $8,461,698 across 7 lines filed
VIII-1f All other contributions, gifts and grants$7,980,010
VIII-1g Noncash contributions (included above)$1,133,432
VIII-1h Total contributions, gifts and grants$7,980,010
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $447,136$447,136
VIII-3 Investment incomeExcluded from tax $32,427$32,427
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $2,125$2,125
VIII-12 Total revenueRelated to mission $447,136 · Unrelated business $0 · Excluded from tax $34,552$8,461,698
Part IX · Statement of functional expenses $10,113,670 across 17 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $431,532 · Management $127,634 · Fundraising $20,665$579,831
IX-7 Other salaries and wagesPrograms $2,214,080 · Management $654,857 · Fundraising $106,027$2,974,964
IX-8 Pension plan contributionsPrograms $99,082 · Management $29,306 · Fundraising $4,745$133,133
IX-9 Other employee benefitsPrograms $352,977 · Management $104,400 · Fundraising $16,903$474,280
IX-10 Payroll taxesPrograms $218,070 · Management $64,499 · Fundraising $10,443$293,012
IX-11b Legal feesPrograms $25,363 · Management $2,654 · Fundraising $4$28,021
IX-11c Accounting feesPrograms $111,877 · Management $11,707 · Fundraising $18$123,602
IX-11g Other fees for servicesPrograms $3,465,433 · Management $362,607 · Fundraising $561$3,828,601
IX-13 Office expensesPrograms $66,104 · Management $10,708 · Fundraising $2,069$78,881
IX-14 Information technologyPrograms $40,365 · Management $6,538 · Fundraising $1,263$48,166
IX-16 OccupancyPrograms $9,407 · Management $1,080 · Fundraising $2,162$12,649
IX-17 TravelPrograms $483,674 · Management $121,954 · Fundraising $25,283$630,911
IX-19 Conferences, conventions and meetingsPrograms $444,535 · Management $4,964 · Fundraising $13,505$463,004
IX-22 Depreciation, depletion and amortizationPrograms $2,718 · Management $1,099 · Fundraising $130$3,947
IX-23 InsurancePrograms $21,823 · Management $3,535 · Fundraising $683$26,041
IX-24 Other expenses (24a–d)Programs $479,825 · Management $19,671 · Fundraising $18,562$518,058
IX-24e All other expensesPrograms −$78,090 · Management −$20,800 · Fundraising −$4,541−$103,431
IX-25 Total functional expensesPrograms $8,388,775 · Management $1,506,413 · Fundraising $218,482$10,113,670
Part X · Balance sheet $9,080,892 assets, 14 lines filed
Asset lines not itemized here account for $129; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $9,334,723$2,541,802
X-2 Savings and temporary cash investments$6,032,427
X-4 Accounts receivableStart of year $393,078$294,207
X-9 Prepaid expenses and deferred chargesStart of year $1,167$20,958
X-10c Land, buildings and equipment, netStart of year $4,045$98
X-15 Other assetsStart of year $334,479$191,271
X-16 Total assetsStart of year $10,067,492$9,080,892
X-17 Accounts payable and accrued expensesStart of year $331,148$1,236,173
X-25 Other liabilitiesStart of year $240,027$0
X-26 Total liabilitiesStart of year $571,175$1,236,547
X-27 Net assets without donor restrictionsStart of year $4,107,844$3,927,703
X-28 Net assets with donor restrictionsStart of year $5,388,473$3,916,642
X-32 Total net assets or fund balancesStart of year $9,496,317$7,844,345
X-33 Total liabilities and net assetsStart of year $10,067,492$9,080,892
Part XI · Reconciliation of net assets $7,844,345 net assets at year end
XI-1 Total revenue$8,461,698
XI-2 Total expenses$10,113,670
XI-3 Revenue less expenses−$1,651,972
XI-4 Net assets at start of year$9,496,317
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$7,844,345

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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