DEMOCRACY ALLIANCE INVESTMENT RECOMMENDATIONS J4-. TABLE OF CONTENTS OVERVIEW 2012-2014 Investment Approach . Assessment Process . . 7 ALIGNED NETWORK ORGANIZATIONS America Votes . 9 American Constitution Society . 11 Black Civic Engagement Fund . . . . . . . . . 13 Brennan Center for Justice . . . . . . . . . 1S Catalist . . . . . . . 17 Center for American Progress Action Fund . . . . . 19 Center for Community Change . . . . . . . . . . . . . . 21 Center on Budget and Policy Priorities . . . 23 Latino Engagement Fund . . . . . . . . . . . 25 Media Matters for America . . . . . . . . . 27 New Media Ventures . . . . . . . . . . 29 New Organizing Institute . . 31 Progressive Majority . 33 ProgressNow . . . . . . . 35 State Voices . 37 Women's Equality Center . . . 39 Youth Engagement Fund . . 41 DYNAMIC INVESTMENTS Dynamic Investment Overview . 43 Common Purpose Project . . . . . . . . . .45 Fund for the Republic . . . . . . . . . 47 Organizing for Action .49 State Engagement Initiative . . . . . . . 51 PROGRESSIVE INFRASTRUCTURE MAP Progressive Infrastructure Map Overview . . . . . .54 DIRECTORY . S7 0? I 1 fer: 491.s?r wan ?Eho?satay,? ?ugu . ""7L'u arr.? ?q .1531, D. f'q po. pb??O-?l ?w ?1 The 2014 elections are six months away, and yet a confluence of factors indicates that this year may be particularly difficult for progressives - not just for advancing policy but also at the ballot box. Conservatives, particularly the Koch Brothers, are playing for keeps with an even more pronounced financial advantage than in recent election cycles. What progressives have is a strong infrastructure - built up and supported by Democracy Alliance (DA) Partners and other allied funders - that is innovative, collaborative, and deeply invested in mobilizing the key constituencies that will constitute the new American majority. As we deploy this infrastructure in such a critical year, we must also look beyond our current 2012-2014 portfolio and anticipate the types of investments that will take our unique collaborative funding model to the next level and inspire and leverage even greater levels of investment. iE-I'Oid DA IO 20'1/1 THE CHALLENGES AHEAD With the recent McCutcheon Supreme Court decision to strike down aggregate donor contribution limits, the ?ood of special Interest money in our political system continues unabated. This presents serious challenges for how we will continue to ensure that the Interests of lower and middle- income Americans are represented in our political system. Given the nght?s considerable financial advantage among major donors, this situation also raises serious concerns about progressive candldates' ability to run competitive campaigns against an expected deluge of money. The Right's heightened financial advantage is particularly concerning because conservatives, once elected, have been relentless in systematically undermining sources of progressive power while carrying out their policy agenda. For example, after Governors Scott Walker, John Kasich. and Rick Snyder were elected in 2010, they targeted public sector unions. depriving many teachers. ?re?ghters. and government workers of the ability to collectively bargain for higher wages and pensions. in addition to depriving individual workers of their rights. these laws also limited several labor unions' ability to advocate on behalf of workers and weakened their position as a major source of progressive political financing. In Wisconsin alone. union membership shrunk considerably after Governor Walker signed the Right's anti-union bill. Similarly. conservatives have ruthlessly restricted the right of many to vote. particularly young voters. voters of color, and low-income voters - many of whom. not-coincidentally, are largely supportive of progressive candidates and policies. In the last year, conservative legislatures restricted the right to vote in eight states and rolled back many states' previous efforts to allow citizens to vote early or register to vote on election day. Conservatives' state targets for passing restrictive voting laws is not coincidental; they have been highly focused on contested states such as FL. NC, OH, and WI where increased turnout among these voters has been determinative in state and national elections. The Affordable Care Act?s (ACA) rocky rollout in October only added fuel to conservatives' plans to exploit public confusion about the law to their strategic advantage. With depressed voter turnout expected this fall and an energized base, conservatives have already unleashed an unrelenting (and factually challenged) media campaign against the ACA and its supporters. it is unclear how the law's recent enrollment success. with 7.1 million people signing up for health care in the initial open enrollment period. will translate to voting behavior. Regardless of the law's actual beneficial policy impact, conservatives clearly believe that they have the upper hand on this issue. Progressives cannot cede ground on any of these issues and must ?nd effective ways to educate voters about the bene?ts of the ACA, expanded voting access. and workers' protections and use conser- vative attacks as a mobilization strategy in states and races across the country this fall and beyond. I'll El? PROGRESSIVE VICTORIES Amidst all these challenges. significant opportunities remain - not only to fight back against conservative policies and messages but to proactively advance our own agenda. Over the last year. the progressive movement has secured significant victories at the state and national level, including: - I I The overturn of DOMA and an unprecedented string of favorable marriage equality court decisions; Expanded voting rights in CO. FL. and NH and aggresst pushback against efforts to limit voting: Immigration reform passing in the Senate; The 7.1 million new enrollments ln ACA-created health exchanges. and the additional coverage of 3 million Americans by expanding Medicaid eligibility in 26 states and the District of Columbia; and A series of executive actions to combat the threat of climate change. These issue victories were exactly what we envisioned when we introduced our 2012-2014 investment approach: sustained progress on a host of issues at the state and national level, made possible by a well-aligned network of organizations - collaborating with the greater progressive infrastructure - that drives change by: Developing the policies and messages that advance a progressive policy agenda; Communicating those policies to key constituencies: Engaging. organizing. and mobilizing voters; Monitoring the Right; and Building progressive legal capacity. 6? I OPPORTUNITIES AT HAND The aforementioned victories and might of our Infrastructure are strong evidence that we are more than capable of turning back the latest threats from the Right. But to prevail in 2014 and beyond, progressives must Invest significant resources In the Rising American Electorate (RAE) of unmarried women. young people, and people of color. The DA has already made engaging and mobilizing the RAE a major tenet of our investment approach, recommending support for the Latino. Youth, Women. and Black Civic Engagement Funds. Together, these funds have the potential to reach two million voters. This is particularly important given many of these constituencies? historical lower turnout rates in non-Presidential elections. Looking ahead to 2015. these voters will also be a critical piece to any coalition working to halt climate change, tackle income inequality. expand the right to vote, and advance other important issues of which they are supportive. To further maximize progressive opportunities this year. the DA has recommended a State Engagement Initiative. which encourages investment in 11 states that have competitive gubernatorial, Senate. and/or Congressional races this year and are home to many of the RAE voters identi?ed above who could benefit from increased mobilization efforts. These initiatives. when combined with the ongoing recommendations to key organizations such as America's Vote. State Voices, Catalist, Media Matters, ProgressNow. and Progressive Majority offer progressives our best path to strategic victories this November. Through their collective work. we can ensure that plans designed to mobilize voters and maximize turnout will be well-targeted and coordinated, that progressive candidates will be competitive in races up and down the ballot, and that there will be strong communications efforts underway - not only to turn the tide on the Right's negative messaging on Obamacare and other issues but also to highlight conservatives' extremist policy positions and expose the true beneficiaries of their agenda. Because we must always keep our on the prize, other recommended organizations (CAP. CBPP, CPP. NMV. OFA) will be developing the policy proposals. driving the issue-based advocacy campaigns, seeding the new ?game changing" innovations. and training the next generation of organizers to position progressives for maximum policy success on a host of issues, from Medicaid expansion to early childhood education to immigration. regardless of the election outcome. Finally, progressives' long-term success hinges on our ability to fundamentally change our current political system - including large questions about who can vote, the role money should play in politics. and what our courts look like. ACS. the Brennan Center. and Fund for the Republic are all tackling these larger democracy reform issues and will play a central role in ongoing efforts to broaden the coalition of reformers, helping to provide the intellectual and ?nancial firepower needed to reshape our democracy. in the investment memos that follow. we provide more detailed summaries of the work of each of our recommended organizations, noting their major achievements. challenges, and proposed scope of work for 2014. As we have throughout the course of this investment portfolio. we pay particular attention to the successful examples of alignment that have developed over the last three years and highlight additional opportunities that could further advance our collective vision of a stronger democracy and more progressive America. We hope that these summaries and analyses help to guide the important funding decisions that Partners will make at the upcoming spring conference in Chicago and throughout this pivotal year UU UU UU UU [Ill 1! (rm 0 I WHAT THIS BOOK CONTAINS This set of Investment materials contains one-year summaries on each Aligned Network organization's progress In 2013 against the goals forecast and mutually agreed upon with the DA at the beginning of last year. There are also updates and summaries on each dynamic investment that the Board of Directors recommended In 2013. along with updates on this year's recommendations. Together, these reports convey how the Democracy Alliance's recommended Investments fared In 2013 and serve as an Important touchstone for determining the portfollo's overall progress toward greater alignment. PROCESS AND RATINGS These progress reports and ratings were prepared by the Democracy Alliance Investment Services staff. In summarizing our analysis and the Information received from the recommended organizations. we responded to Partner requests and strove for brevity; however. the underlying data and evidence are available to Partners upon request. In an assessment process in which judgment calls are inherent. we have been driven by facts and fairness, and we have been particularly careful when hard judgments needed to be made. The process was as follows: Working with DA staff. the recommended organizations set 2013 goals and six-month benchmarks at the beginning of last year. In July 2013 and again In January 2014 (at six-month intervals), the Aligned Network organizations and dynamic investments submitted detailed written reports. In order to get as detailed and nuanced an understanding of an organization's accomplishments and efforts as possible. the Investment Services team spoke with every organization and/or posed specific questions to the organizations in writing. And. finally. each organization reviewed the text of its own memo for factual accuracy. The ratings system in the progress monitoring report is designed to help Partners see how organizations performed against the mutually agreed upon goals and benchmarks they set at the beginning of 2013. The scoring system for program. operations. and collaboration and alignment efforts is as follows: 4 Superior: May not be perfect in every dimension. but very strong in all with no 0 00 0 major areas of concern and exceptional performance In at least one dimension. 3 Good: Either good performance across-the-board with no major areas of OO 0 concern, or outstanding performance on some dimensions combined with one area of at least moderate concern. 2 Fair: Mixture of good performance on some dimensions and moderate concerns 0 on others. 0 Weak: Poor performance In an important area and/or pattern of unimpressive performance In several areas. anate and Con?dential (0 Democracy Alliance 30?3'2014 DA PORTFOLIO 30" 7 In particular, on finance. the scores mean the following: . 4 Superior. Made initial revenue and budget/spending goals. even in a lean 00 ?nancial year. Negligible, if any. budget revision during the year with revenue in line with or greater than expenses. . .. . A. 3 Good: Managed through a lean year by making budget cuts early and . 0 then hitting or exceeding those revised targets. sometimes by judiciously using modest amounts of carryover or reserve; or nearly met revised target but kept expenses in line with revenues. Overall. maintained healthy financial outlook. 2 Fair. Muddled through. often running a deficit and/or making signi?cantly greater-than-average budget cuts 0 1 Wealc Organization-threatening ?nancial difficulties. It is very important to note that these ratings summarize how organizations performed against their own goals; they should not be used to compare one organization to another. We recognize that no assessment system is perfect. and in the end these judgments are our own. We do hope that in providing these reports, DA Partners will gain a better sense of how their investments performed in the first year of the new portfolio, the considerable achievements of the Aligned Network and dynamic investments to date. and also the areas where improvement is needed as we strive to grow strong, effective organizations. DIVERSITY INFORMATION One dataset in these memos bears a special mention. Ensuring that our portfolio of organizations and their work reflect the diversity of the progressive movement is an important aim of the Democracy Alliance and a particular goal of the 2012-2014 portfolio. Therefore, each investment memo includes data on the diversity of the organization's Board, senior staff, and other remaining staff in three categories: race and/ or ethnicity, biological sex and/or gender identity. and sexual orientation. We are providing it because we believe that simply asking for the information places a premium on diversity and that over time a well-balanced set of recommendations and Partner support for organizations that reflect diversity will contribute to our vision of a more progressive America. As many funders do, we asked organizations to give us information that they collect, voluntarily. from their employees and Board. With regard to diversity. many organizations do not, as a practice. ask their employees about their sexual orientation and. thus. did not report on that aspect of their staff and leadership diversity. As a result, the diversity information, particularly as it relates to diversity, in the investment memos, may be undercounted or otherwise incomplete. CONCLUSION We hope you find these reports helpful and that you use them for your own work with these organizations, both now and in the future. (UR-I 30 IO id ?0 RI 151' m' ui :ixi ti \i e- \i 2013 PROGRESS REPORT AND 2014 FORECAST Val/25: pizrmn'mz'z tag-i; mi: \?nli:r ?Hlil oi? iL-v?l?i or America Votes (AV) coordinates the engagement and issue advocacy efforts of its more than 400 state and national partners. In 2013, AV led issue campaigns that highlighted the extreme positions of Republican governors and legislatures and coordinated offensive strategies where possible. leading succesle voting reforms in C0 and FL. Financially, AV struggled to secure resources in a dif?cult fundraising year. even as the need for its strategic coordination was greater than ever. Operationaliy. Greg Speed was selected as President after serving six years as Executive Director. 2013 PERFORMANCE AND IMPACT PROGRAM 0000 OPERATIONS FINANCE 0000 PROGRAM OPERATIONS AND GOVERNANCE Met goal to coordinate campaigns to block conservatives' Met operating capacity goal. To coordinate I agendas. Contrasted austere state budget with corporate ongoing activities and avoid boom and bust 1 tax breaks in PA. mobilized citizens in FL opposed to staf?ng. spent $860,000 of 2012 carryover. school privatization plans and higher middle class taxes. Continued providing partners with access I COLLABORATION i and educated citizens on implications of extreme budget to voter data, but challenges remain in data in OH. Campaigns successfully kept table partners united space. and greater organizational alignment and focused on defeating conservative governors' policies and sustainable models for ?nancing access to headed into 2014. data are needed. Met voting rights and election administration advocacy goal. Spearheaded proactive efforts in CO. FL. and successfully secured all-mail ballot system and same-day registration in CO, restored early vote and won reforms to shorten ballots in FL. and expanded types of accepted voter IDs for students and seniors in NH. COLLABORATION AND ALIGNMENT Nearly met alignment goals. Launched VVN with ProgressNow and State Voices to share backend operations. Joint convening with all three organizations postponed - along with further alignment plans - pending others' leadership transitions. Ongoing coordination . efforts remain strong. I Met planning and coordination goal. Led planning process in September that resulted in network-wide engagement plans with input from: original post-election analysis, knowledge of movement gaps. and electoral priorities and targets from in-state partners; earliest ever process will maximize coordination and ability to marshal resources early in 2014. 1 Met partnership expansion goal. Recruited six 1 additional national partners; organizations in labor, Latino. gun safety, and women's equality add diversity to coalition. FINANCE I a - Raised $6.53 million. short ?3 2?13 "mm" '3wa of revised $6.70 million goal; spent 2 7 2013 Mid-Year $7.39 million. 3 5 Revised Budget . 2013 Revenue Partlally met goal to secure mum-year 2013 commitments. Raised $2.30 million in 3 4 . mm? multi-year commitments. exceeding 5 3 DA Partner Support $1.50 million goal; however. carried 3 2 2013 1 orver signi?cantly less because of a 1 Funding-Egg? need to support its permanent . rulers 5 rd 24. operations capacity. 0 DA 8 um 09 Private and Con?dential to Democracy Alliance 20124014 DA PORTFOLIO SPRING 20" 9 2014 GOALS AND BENCHMARKS In 2014, America Votes will continue to serve as a progressive planning and organizing hub across its 20-state network. leading and coordinating the activities of its' 400+ partner organizations in advance of this year's mid-term elections. Operationally. America Votes will focus on ensuring a smooth transition to its new senior leadership and refining its business model to ensure more stable multi-year funding. Program Develop and lead implementation of strategic. coordinated plans across 20-state network that reflect priorities for advancing legislative issues, where possible. and coordinating electoral efforts around key state legislative, gubernatorial. and federal races. participation in the 2014 elections; establish 501(c)(4) Voter Protection Fund that will support AV and its partner organizations in states where election administration battles occur. Restruoture state network in next two years to fully Integrate affiliate states into network. expanding AV's breadth and impact. Integrate voter protection and election administration priorities into all state plans. ensuring maximum voter Operations and Governance Ensure successful transition to new President. Managing Director, and Board Chair. Collaboration With State Voices and ProgressNow. continue to explore how to further cut costs in the states and more closely integrate programming in 2015 and beyond; continue convening working groups with Committee on States. ProgressNow, and State Volces. Work with Committee on States to implement State Engagement Initiative and re-grant national funds to top performing programs in the 14 states In which there is overlap. Finances Raise $8.51 million operating. with $6.00 million secured by July. DA Funding Target as Part of Overall Projected Budget Increase financial sustainability 2014 Projected Budget: $8,510,000 by securing 10 multi-year funding commitments from institutional and I . individual donors. DA staff recommends baseline support for America Votes of at least $3.50 $3.50/4.00 million. IncreaSing support from this level to $4.00 million would allow AV to sustain its permanent campaign operations across its 20 state network into 2015. Meeting this funding target . 2014 Baseline Funding Target . 2014 Stretch Goal Diversity Statistics Total 19 8 66 x?eople - ?ca? 21% . mi 9? Women ms 50% 36% it Learn sat on 7'9; The DA encourages organizations to report diversity in leadership and personnel. Since submission of this data is voluntary. the report may be incomplete. o? pportunities for Alignment Conservatives have launched a war on voting, targeting young people, people of color. low-income people. and other constituencies that support progressive policies. Given these attacks. progressives must defend the right of all Americans to vote and advance election administration reforms, where possible. AV has focused on election administration since 2009. but has recently forged new alliances with many organizations it did not work with previously - like the Advancement Project. Brennan Center. ACS. and State Voices' organizations. By expanding its work with these organizations and existing voting rights coalitions. America Votes was able to bring advocacy capacity to state-level fights which expanded the right to vote for its citizens in 2013. These victories laid the groundwork for further offensive efforts illustrate the value that AV's advocacy capacity might bring to other fights, such as democracy reform and the fight to get money out of politics. would require current supporters to . . . . for several new Partners to consider modestly increase their givmg and supporting the organization. 10 AMERICA voras Contributions or gifts to America Votes are not tax deductible as charitable contributions or as business expenses under IRC Section 762(9). Private and Confidential to Democracy Alliance 2013 PROGRESS REPORT AND 2014 FORECAST \Jn to American Constitution Society 3- 1m! (tqiml unmet, American Constitution Society (ACS) promotes a progressive vision of the law and counters conservative forces intent on eroding core constitutional values. In 2013, ACS continued to highlight the judicial vacancy crisis and partisan obstruction of qualified nominees. using its network to argue for the constitutionality of Senate rules changes that led to the con?rmation of four judges to D.C. Circuit Court, three of whom were members of the ACS network. ACS used its network to develop new legal strategies to protect voting rights after the Supreme Court?s Shelby decision and expose the relationship between corporate contributions and state supreme court justices' rulings. '2013 PERFORMANCE AND IMPACT PROGRAM 0000 OPERATIONS FINANCE COLLABORATION PROGRAM I OPERATIONS AND GOVERNANCE Met goal to promote progressive vision of the law. Advanced filibuster reform by highlighting issue in national media. successfully leveraging attention to create outcry for confirmation of long-stalled D.C. Circuit Court nominees. Disseminated materials including issue brief on judicial reform that was cited on Senate floor during debate, and coordinated drafting of Op-ed that was entered into Congressional record. Met goal to deepen in?uence within legal community. Five members of ACS network confirmed to federal bench, including three of four new D.C. Circuit members. Assisted in placing 34 senior-level lawyers in highly regarded judicial. policy. and academic placements. Met goal to host ?thought leader? convening to expand reach and address emerging issues. Held convenings on workers' rights. voting rights. and marijuana Iegalizations; sparked collaboration between scholars. advocates. and policymakers resulting in new litigation strategies and media attention. FINANCE Raised $4.80 million, nearly meeting original $4.83 million goal; held spending to $4.63 million. Met goal to increase major donor funding from $890,000 to $1.00 million. Raised $1.01 million from major donors and raised $100,000 in new or increased foundation support. Dollars in Millions Private and Con?dential to Democracy Alliance $4.80 Met goal to improve tracking of members and member engagement. Updated automated system for reconciling database, allowing for improved records and better retention of dues paying members. Twelve student chapters established historian positions to track participation and coordinate alumni outreach. COLLABORATION AND ALIGNMENT Met goal to expand Voting Rights Action Fund effort by developing messaging strategy with partners. Held over 50 events nationwide, regularly coordinating speakers and targeted media outreach. Participated in coalition calls and engaged with Congressional offices. including a U.S. Representative who solicited feedback during a session with scholars on messaging and draft legislation. a) 2013 Projected Budget . 2013 Revenue . 2013 Expenses DA Partner Support 9 2013 Stretch Goal/ Funding Target DA Partners Supporting 2012-2014 DA PORTFOLIO SPRING 2014 11 2014 GOALS AND BENCHMARKS In 2014, ACS will use its network to emphasize the ongoing judicial nomination and confirmation crisis and build a pipeline of progressive jurists to help fill some of those vacancies. It also will work with allies to protect voting rights. access to the courts. and advance a progressive vision of the Constitution. Program Produce and disseminate eight to ten publications and five to seven online symposiums featuring contributions from scholars and partners, highlighting judicial nominations. constitutional interpretation, and access to justice; track impact through increased media presence. Elevate public profile of ACS as expert on progressive legal issues by generating features in six to eight Operations and Governance Conduct quarterly task force calls with lawyer chapter leaders. collect feedback, and share best practices in order to improve member engagement. Collaboration Strengthen efforts to raise awareness of the judicial vacancy crisis by partnering with CAP. CAC. Brennan Center. PFAW, and Alliance for Justice. crafting at least eight joint programs and Finance Raise full $4.65 million operating budget; secure multi-year commitments. raising $2.00 million towards future years. DA staff recommends baseline support for ACS of at least $1.20 million. Increasing support to $1.50 million would allow AC5 to enhance communications capacity to disseminate messages on ACS topics. Meeting this funding target requires current DA Partners to modestly increase their giving. 12 AMERICAN CONSTITUTION SOCIETY outlets and having ACS narratives cited in more than ten media stories. Hold two gatherings to discuss how ACS could support policy and messaging efforts for voting rights and democracy. Second Amendment issues. and money in state judicial elections. Place members in at least 15 legal, judicial, policy. or academic positions in order to deepen influence within the legal community. Implement effective financial, administration. and technology systems to efficiently track resources spent on specific work areas to inform management decisions. coordinate on other issues impacted by the courts such as voting and money in politics. DA Funding Target as Part of Overall Projected Budget 2014 Projected MKLION .20143aulheFundingW .musuuchooal Diversity Statistics 1 CI. _~_iim i Mail 517:? Total 22 7 29 9? People 0. Com 096 31% as Woman 45% ms 55% as LGBTO 9% ms 7'66 The DA encourages Organizations to report diversity in leadership and personnel Since submission of this data is voluntary, the report may be incomplete o? pportunitles for Alignment In 2013. ACS played a critical role in developing content and promoting a progressive framework on judicial vacancies, filibuster reform, voting rights. and money in politics. work is more critical than ever. given the willingness by the Right to use the courts to get desired outcomes. This was evident with the healthcare lawsuit and recent Hobby Lobby SCOTUS hearing on healthcare's contraceptive mandate. At the state level, conservatives are influencing judicial elections with an influx of campaign dollars in order to ensure the judges hearing the important cases are anti-regulation, anti-equality, and anti-tax. Shifting this tide will require AC5 to continue deepening its relationships with non-judicial organizations. developing partnerships with efforts like the Democracy Initiative, a coalition of organizations working to mobilize their bases around democracy reform and judicial fights, and taking advantage of the coalition's national and state reaches, large memberships. and grassroots capacity. Private and Confidential to Democracy Alliance SIX MONTH INVESTMENT UPDATE lhr'o Black Civic Engagement Fund and Black Civic Engagement Action Fund (grniitn?nli'iig; l?ii) 'Jlt' ant mini bliatl. 1.01:. 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 barriers to long-term equality. The Black Civic Engagement Fund and Its advocacy counterpart. the Black Civic Engagement Action Fund. jointly referred to as the Funds. seek to address this inequality and build the long-term political and economic power of black Americans. In 2013. the Funds relaunched after a period of inactivity and invested in building out infrastructure in four states (FL. Ml. PA. and TX). focusing on increasing enrollment in the Affordable Care Act. The Funds will continue to build on this work in 2014 as they support the engagement and advocacy efforts of black civic engagement organizations in seven states. 2013 PERFORMANCE AND Partnered with SEIU, Latino Engagement Fund. and OutZEnroll to support outreach efforts fer healthcare education and enrollment in Detroit, Houston. Miami, Philadelphia. Pittsburgh. and San Antonio; to date efforts have reached 90,000 people and provided grantees an early opportunity to start developing capacity ahead of planned election-year registration and engagement efforts. Coordinated with other Funds (Latino, women. youth. and new media) to identify overlapping states and possible lolnt program opportunities; established ways to standardize reporting and track grantee work. including joint site visits. common reporting tools. shared experiments. and coordinated grantmaking. Invested $300,000 for Higher Heights for America. a comprehensive research project that examines the current state of black women's political leadership. identifies obstacles to running for office. and outlines the opportunities available for expanding their leadership and capacity. Provided funding to hire coordinator for Black Civic Engagement Table; convened 12 organizations at the national table. coordinating their work, and developing collective goals and plans for 2014. Raised $150,000 for operations and spent $110,000; raised full $900,000 grantmaking budget. 2013 Financial Update 2.0 run-I ?a9? I 2013 Prejected Budget . 2013 Revenue LS - $105 0.5 . i 0.0 - The Black Civic Engagement Fund was ?rst recommended in fall 2013. This memo provides an update on its ?rst six months of activity Going forward. DA staff will work with BCEF to set annual goals and report back to Partners on its performance and impact. as it does with all DA recommended organizations. . 2013 Expenses DA Partner Support 0 2013 Stretch Goal/ Funding Target Dollars In Millions DA Partners Supporting Private and Confidential to Democracy Alliance Investment Services Analysis The Funds relaunched in fall 2013 after a period of inactivity and spent significant time in the last six months building their own infrastructure. Originally recommended with no staff and one senior advisor to guide the Funds? grantmaking and strategy, a search is underway for a full-time Director. The Funds' Advisory Board is comprised of representatives from three large supporters: SEIU. Ford Foundation. and DA. The Funds' grantmaking strategy centers around two ideas: first. organizations must increase their capacity and sophistication and. second. the field needs more resources. To increase effectiveness and coordination at the national level. the Funds are committed to supporting the Black Civic Engagement Table. including shared costs associated with research and analysis for ?eld planning. evaluation and coordination, and tools access. The Funds have also identi?ed seven states with large black populations where increased investment and turnout could have signi?cant impact in the short term and build long-term capacity and power. 2012-2014 DA PORTFOLIO spams 2014 13 2014 GOALS AND BENCHMARKS In 2014. the Funds will focus on the needs, capacities, and opportunities to grow and expand black organizing and civic engagement infrastructure for the long term. They will speci?cally invest in cities and states where their support could have signi?cant implications for progressive policy. state legislative. and other victories. After hiring a full-time Director. the Funds will focus on formalizing their operations. Program invest $3.80 million in voter contact. education, and GOTV programs in seven states (CA, FL, Ml, NC. OH, TX, and VA) that also strengthen black infrastructure over the long term. Suppert organizations in seven states dedicated to mobilizing black voters and advancing issues of concern to the black community. including access to the ballot, racial profiling, and economic inequality issues. Operations and Governance Hire full-time Director to manage operations. programming, and fundraising for the Funds. Collaboration Continue working with LEF to support efforts to increase black. Latino, and LGBT enrollments in the Affordable Care Act in targeted states and transition to voter registration. to turnout. and issue campaigns. Finance Raise full $360,000 operating budget and $3.80 million for regranting. DA staff recommends baseline support for the Funds of at least $1.50 million. Increasing support from this level to $2.00 million would allow the Funds to offer technical assistance and planning support to its grantees and scale issue advocacy efforts during the year. Meeting this target would require a significant number of Partners to consider supporting this work. 14 aLAck ENOAOIMINT rune Identify and offset shared costs to the field by supporting communications infrastructure, research and polling, and the testing and dissemination of voter engagement best practices. Provide access to Voter Activation Network tool and other technologies to improve Black Civic Engagement Table's targeting. tracking. and reporting of voter information. Expand the Funds' Board of Directors by adding at least 2 new labor and foundation members. Collaborate with state organizations in FL. MI, and OH where the black vote can be decisive or where effective mobilization of the black community can help to shift the issue environment around critical legislative fights. DA Funding Target as Part of Overall Projected Budget 2014 Projected Budget: 34.160000 1. at '1281.50/ 2.00 MILLION . 2014 Basoilne Funding Target . 2014 Stretch Goal Diversity Statistics Total 3 I I s. o, 67% 109* a; Women e79: 100% LGBTO Did up} The DA encourages organizations to report diversity in leadership and personnel Since submission of this data is voluntary, the report may be incomplete. Opportunities for Alignment In 2013. the Funds partnered with LEF in a coordinated effort to educate voters of color about the Affordable Care Act and enroll them in the federal health exchange. BCEF made direct grants in MI and PA and joined with LEF to support programs in FL and TX - states that are strategically significant to building long-term power for both communities. There are opportunities to replicate this collaborative work with LEF and the DA's other women and youth constituency-focused efforts. These efforts share many of the same target states based on demographic growth. existing infrastructure. and other opportunities. Joining forces on future college affordability. inequality. or climate change campaigns could amplify each Funds' investment and allow for more sophisticated grantmaking that embraces the multiple identities of many voters. To provide a more complete picture. this memo reports on the work of both the 507(c)(3) Black Civic Engagement Fund and the 501(c)(4) Black Civic Engagement Action Fund. The operations of the two organizations are kept separate to the degree required by law. Private and Confidential to Democracy Alliance 2013 PROGRESS REPORT AND 2014 FORECAST ii cm 10c: ;).lIJll? (illCI i'li'I" j? {ilL?j?Llfl Iil?i'u" . Brennan Center for Justice il?d ,llaliu'. ml villi Last year. the Brennan Center played a central role in the successful national ?ght against a coordinated. Right-wing attack on voting. The Brennan Center continued to work in 2013 to advance voting rights. combat money in politics, and reduce mass incarceration through cutting-edge research. major lawsuits. advocacy efforts. and strategic communications. it played a lead role in the nearly successful effort to pass small donor public ?nancing in NY and made significant advancements in its voting rights work. The Presidential Commission on Election Administration adopted reforms to our voting systems that were crafted by the Brennan Center. such as modernizing registration and expanding early voting. In 2013. Brennan began to implement its most recent strategic plan. af?rming the above mentioned three priority campaigns and committing to expanding its research, advocacy. and communication capacities. 2013 PERFORMANCE AND IMPACT PROGRAM 0000 OPERATIONS FINANCE COLLABORATION 0000 I PROGRAM OPERATIONS AND GOVERNANCE I Met goal to fight voter suppression. Filed lawsuit challenging I Met goal to implement strategic plan: initiate TX's harsh voter ID law, intervened to block "proof of 5 new annual planning and priority-setting citizenship" laws in AZ and KS. Worked with civil rights process. Augmented three priority campaigns organizations to advance Congressional fix in response to from strategic plan on voting. money in politics. She/by Voting Rights Act decision. and mass incarceration; expanded strategic communications capacity; advanced progressive jurisprudence to address money in politics, voting, and liberty and national security. Met goal to advance small-donor public ?nancing. Helped I lead coordinated advocacy effort in NY legislature for reform. i which nearly passed legislature. Research and testimony to state-level commission, extensive media work. and legal counseling for coalition and legislative leaders again brought COLLABORATION AND ALIGNMENT reform close to enactment as part of 2014 budget. Met goal to expand support for democracy Met goal to advance voting reforms nationally. Provided reforrn- Helped prepare groups in Democracy extensive written and in-person testimony that led to adoption Initiative - a coalition of labor. civil rights. of Presidential Commission's recommended reforms. such as i VOtinQ rightS. and anVironmanta' organizations modernizing registration and expanding early voting. committed to democracy issues - by providing I analysis in voting. money in politics. and Met seal to publish iustice policy proposal. i redistricting; with progressive legal partners report that won bipartisan support for - conducted opinion research and developed recommendations to reduce rearrests; garnered interest from messages on advancing democracy reform and Department of Justice. limited research around support for VRA and framing SCOTUS decision as judicial overreach. I i FINANCE i: - Raised $10.39 million, with 0 2?13 prolisted Budget . $1.36 million secured in previous year 3 io 201? Mid-Year for 2013 work. exceeding revenue goal Rev-sad Budget of $10.31 million: spent $10.38 million. 8 2013 Revenue 2013 es Exceeded goal to Increase major 5 . xpens donor giving. Raised $3.00 million _il_i . DA partner Support from major donors in second half'of 8 no a 2013 Stretch Saw the year. beating goal of $2.40 million. 2 - - Funding Target 0 on Partners Supporting [32} pm" C?n?d?nflal to Democracy Alliance 2012-2014 on pompouo spams 2014 15 2014 GOALS AND BENCHMARKS In 2014. the Brennan Center will work to further advance voting reform. fight vote 8m I suppression. push for money in politics reforms. and promote fair courts. While the I m? Brennan Center seeks to shift the national debate. much of its work will focus on the state "m 26 55 Diversity Statistics ?1 llwi in n. level where the best chance for reform exists. Program Play lead national role in fight against voter suppression in the lead up to the 2014 election with legal, communications, and policy support to advance reform at the state level. through lawsuits, including major challenge to TX voter ID law and Kansas/Arizona proof of citizenship laws; legislative advocacy; and strategic messaging strategy. Act as legal and policy counsel to campaign to pass small donor public financing in New York; if passed. Operations and Governance increase output of innovative ideas and policy proposals with three to five fellows who have significant practical Collaboration Provide policy. political, and legal expertise to the Democracy Initiative to maximize short-term opportunities where grassroots support will make an important difference. Diversify funding by securing support from two to five new foundations and five to ten new major donors. DA staff recommends baseline support for Brennan Center of at least $2.40 million. Increasing support from this level to $2.70 million would allow Brennan Center to expand its communication capacity and broaden its media and digital reach Meeting this funding target would require current DA Partners to modestly increase their giving or for one to two new Partners to begin supporting its work. 16 BRENNAN CENTER won JUSTICE defend legal challenges and ensure proper implementation. Publish and publicize four studies designed to develop support for money in politics reform and call public attention to how Supreme Court decisions have led to dramatic increase in big money in politics. Win support among key administration officials for overhauling criminal justice funding by implementing success-oriented funding instead of incentivizing mass incarceration. experience in government, law enforcement, journalism, and the social sciences. Advance agenda of joint programming with AC5 to include a coordinated effort on protecting judicial independence and advancing reform of state courts. and on developing and promoting key legal theories on voting and money in politics. DA Funding Target as Part of Overall Projected Budget 2014 Projected Budget: $11,600,000 MILLION .ZOMBasailneFundhg?larget .2014:th ?People of Cow, 15,6 36% an; a; Woman 38% 64% 60% ,6 LGBTO Did Not Report - The DA encourages organizations to report diversity in leadership and personnel. Since submission of this data Is voluntary, the report may be incomplete. Opportunities for Alignment The Brennan Center continues to help guide major state and national coalitions to advance voter protection. money in politics. and judicial nomination reform. On voter protection, the Brennan Center is currently working closely with SV as part of a national Voter Enfranchisement Working Group. which includes the Lawyers' Committee on Civil Rights. Advancement Project. and Project Vote. Together. this group has offered policy guidance to SV and helped tables in 18 states craft strategies for protecting and advancing the right to vote. With over 1,300 state and local organizations now committed to voter protection this year, it has not only enlisted new organizations in the fight for reform but undoubtedly has created the potential for thousands of votes to be saved. The Brennan Center is encouraged to continue this work through Election Day and to explore other opportunities for marrying its policy expertise with the grassroots capacity of other organizations. To provide a more complete picture, this memo reports on the work of both the 501(c)(3) Brennan Center and the 501(c)(4) Brennan Center Strategic Fund. The operations of the two organizations are kept separate to the degree required by law. Private and Confidential to Democracy Alliance :4 2013 PROGRESS REPORT AND 2014 FORECAST (Inla'mt Hit: mm: I i St, I tr, lClIQH'ti?y. 1 lL-lJ-l In: i'iLlw cue".- <7 ini' L'Fl?if'lf?iij'L. Catalist is a national voter file and data platform that provides tools and modeling for progressive organizations. allowing them to more effectively target and mobilize voters. In 2013. Catalist built new models and integrations. valuable tools that help organizations better reach target audiences. Conservatives are investing heavily to catch up in this area, using Catalist as a model. Meanwhile, less friction in the data space. better organizational alignment. and new investments are needed to ensure that progressives retain access to high quality data. develop sustainable models for ?nancing such access. continue innovating. and thus preserve progressives' dynamic data and targeting advantage. 2013 PERFORMANCE AND IMPACT PROGRAM 0000 OPERATIONS FINANCE COLLABORATION 000 PROGRAM I OPERATIONS AND GOVERNANCE Met new modeling goal. Launched models that identify . Partially met goal to substantially expand potential and existing supporters of gun safety, immigration, analytics capacities. Introduced more secure healthcare, and fiscal policy. Using gun safety model in NH, cloud-based data store (the "sandbox?) where I Sandy Hook Promise reached 10% more voters as part of clients can upload. organize, and manipulate . i successful campaign to pressure Senator Ayotte to support their data: implementation of sandbox has 5 i background checks. SEIU and Planned Parenthood using been uneven and is ongoing. Introduced I healthcare model to boost ACA enrollment. new dynamic modeling functionality that automatically incorporates fresh field data into Met goal to Improve voter targeting. New Facebook and applicable targeting models. cable TV integrations allow for enhanced targeting of users and audiences and significant cost savings. Enroll America used Facebook capacity to target individuals likely to be COLLABORATION AND AUGNMENT uninsured. McAuliffe campaign used file to direct cable TV I ads to households ranked as most receptive persuasion . "mm" m? t? "negate wm? mme targets. partner vendors, including VAN, to better 3 support clients' targeting and outreach efforts. Met voter registration accountability goal, provided 5 Finalized integration with PDI voter contact ?nal registration data to New Organizing Institute and tooL and several other partners SO that Clients collaborated on post-election report on efficacy of clients' can now reaCh voters through online and voter registration programs. released in fall 2013. Developed Facebook advertising. cable TV, and mobile; new software allowing clients access to real-time reports of data can also be for onlihe polling and voter registration results, instead of after election. allowing for ?hi0? membersmp organizmg- mid-course corrections. FINANCE 10 2013 Pr ted Bud et Raised $7.64 million in fundraising and 53,55 0 9 sales. short of revised $8.47 million goal: 2 3 Mid'Year spent $7.92 million. 3 . 52:15:18?an 3: Met goal to raise foundation support and a . 2013 Emma; investment capital to expand product 2 offerings. Received $410,000 in foundation :0 4 0 DA pmm? supp? grants and $470,000 in new investments. 0? 2013 Stretch Goal/ exceeding combined goal of $500,000; 2 so 75' Funding Target additionally. secured $2.25 million matching 51:13 m' DA Partners Supporting grant for next three years. anare and Con?dential to DemocraCy Alliance 2012-2014 DA PORTFOLIO SPRING 2014 2014 GOALS AND BENCHMARKS In 2014. Catalist will offer vastly accelerated voter file updates, and new model data that will allow its progressive clients to more effectively engage and turn out voters for both issue advocacy and electoral campaigns. Building on its current offerings. Catalist will introduce more sophisticated modeling for key members of the Rising American Electorate and new "Vote Choice History" models will provide new targeting power in down-ballot races. Program Ensure clients have most timely data in critical election year. accelerating the refresh of all 51 state voter files, with weekly updates in some battleground states and updates in early voting states in the fall. Operations and Governance Improve customer service with three additional Client Services staff, and hire new Director to manage relationships with 13 existing partner vendors and expected additions. Collaboration Work with NOI, Voter Participation Center, Rock the Vote, and State Voices to improve data collection on voter registration efforts and allow for in-cycle reporting on progress. Flnanco Raise at least $8.20 million in sales and $2.00 million in additional investments. with subscription pricing remaining the same for client organizations. DA staff recommends baseline support for Catalist of at least $500,000 at least half of which should be for its LLC. Increasing suppert from this level to $750,000 would allow Catalist to accelerate development of new models and analytic tools ahead of 2014 elections and begin preparing for 2016. Meeting this funding target would require Partners that currently support Catalist to increase their giving and for several new Partner to consider investing in its work. 18 cnuusr Pilot with AFL-CIO, Analyst Institute, Upgrade race and ethnicity models and introduce Vote Choice History (VCH), which allows clients to model past voter history for state legislative races as a way to predict future voter behavior. Hire two additional staff to increase data accuracy and integrity. America Votes, and State Voices, new system that enables clients to create their own analytics and modeling. DA Funding Target as Part of Overall Projected Budget 2014 Projected Budget: $10,200,000 s0.50/o.75 . 1. MILLION A . 2014 Baseline Target . 2014 Stretch Goal Diversity Statistics ?L?llJ TOCII 11 12 37 ?People . Win. - ?Color 4.2% ,SWomon 27x 42x 19* . - .g T?'encourages Organizations to report diversity in leadership and personnel. Since submission of this data ls voluntary. the repart may be incomplete. Opportunities for Alignment Catalist's first priority has been and should remain providing its clients with high-quality data, which is why resolving current client concerns is so important. Building upon that base. Catalist's enhanced offerings, including the Vote Choice History (VCH) model, have tremendous promise in helping progressives continue to innovate. VCH uses the voter file and polling information to approximate how each person voted in every race in each election since 2008, a powerful predictor of future voting behavior in down-ballot races where polling is scarce. Given the conservative majorities in many states, there is ample opportunity to use this tool starting in 2014 and through the 2020 redistricting cycle. With small amounts of money and attention able to influence many races. this tool gives progressives a distinct edge. There are incredible opportunities for Catalist to work closely with America Votes. labor unions. and others to begin exploring new strategies for state elections. Private and Con?dential to Democracy AllianCe 2013 PROGRESS REPORT AND 2014 FORECAST Pliny-y (lfiC: r] 5 Center for American Progress mtg-Ii: v' i. 1:13:13; Iri?tla rig tin- tit-c nor-d? Ir: (:it'mtt' uzou: and Center for American Progress Action Fund inn-igirtr'uulxit faznuritxa. Center for American Progress (CAP) and Center for American Progress Action fund - jointly referred to as American Progress - continue to lead the progressive movement by convening thought leaders, spearheading issue campaigns, and developing policy solutions. In 2013. American Progress worked closely with Congressional offices to craft the immigration reform bill passed by the Senate. and its economic research bolstered the case for support on this issue and for federal legislation to grow America's middle class from the middle out. CAP Action's War Room also provided research and messaging for progressive organizations around the federal government shutdown, underscoring its crucial role in the progressive movement. 2013 PERFORMANCE AND IMPACT o- .-..- PROGRAM 0000 OPERATIONS FINANCE COLLABORATION PROGRAM Met goal to develop policies and recommendations that promote shared economic growth, comprehensive immigration reform. climate change and energy solutions. and universal pro-school education. Developed new proposals on "middle- out" economics. immigration reform, and early childhood education. Worked with Administration to advocate for climate change and energy solutions developed in prior years. I OPERATIONS AND GOVERNANCE Met goal to attract top talent. Secured former Presidential Council of Economic Advisors Chairman Austan Goolsbee and former Director of Policy and Special Projects for the First Lady Jocelyn Frye as Senior Fellows. Hired former Department of Education Assistant Secretary Carmel Martin as new Executive VP for Policy. Met goal to shape national debate through regular news postings. original reporting on ThinkProgress biog, rapid responses to timely issues. and outreach to progressive organizations and media. Grew ThinkProgress audience by 10% to over 48 million unique visitOrs. Groundbreaking research showed correlation between economic mobility and the size of a region?s middle class. garnering mainstream. progressive, and conservative media attention. COLLABORATION AND ALIGNMENT Met goal to work with state and local organizations to encourage more states to expand Medicaid and prevent further gun vIolence. Helped organize rallies and publish op?eds to support Medicaid expansion in eight states; persuaded TX and UT Medical Associations to endorse expanded coverage. Published 13 high-profile reports on gun violence prevention and coordinated policy summits in seven states. Did not meet goal to launch Bobby Kennedy Project focused on developing unifying values. policies. and messages that resonate with a new progressive coalition and traditional white working-class Americans. Initiative postponed until 2016 due to insufficient funding. .V. I FINANCE so . Raised $42.53 million. exceeding 0 Mme? Budget I revised budget goal of $38.00 million. in 2013 Mid-Year 40 m2 Spent $41.35 million. .9 . Budget . . 20i3 Revenue I Nearly met goal of securing 552013 Expenses Income as unrestricted gifts, u, 52% of funds as unrestricted. Eu 2? a DA Partner Support 3 2013 Stretch Goal/ . 1? ?4 0? 9 Funding Target i I DA Partners Supporting Private and Con?dential to Democracy Alliance 2012-2014 DA PORTFOLIO SPRING 2014 19 2014 GOALS AND BENCHMARKS In 2014. American Progress will c?spel about the Affordable Care Act and shape the debate on the economy. climate change, and immigration. CAP Action will work Diversity Statistics to ensure a seamless leadership transition under former Governor Ted Strickland who '9 3? . . ,SPg?gpio became its new preSIdent in March. ?ap, 10)} FM 91-. 96 Women 52% 57% 53% Program . .. . . - sta?ro panama f- 1 Bolster case for middle-out economics Lay groundwork for immigration 'Th DA . . . encourages organizatI'Ons and promote poliCIes that reduce reform eventual passage and lead to report diversity," leadership and income Inequality by fighting for the debate through policy briefings, personnel ghee submission of this data ,5 minimum wage increases and Congressional testimony. and research voluntary the report may be incomplete. strengthening research for the on effects of progressive state-based idea that a healthy middle class is immigration laws. necessary for a healthy economy. . I . . Leverage communications capacity opportunities Drive a progresswe climate change and expanded ThinkProgress audience for nment agenda that advocates for feasible to shape national debate within and near-term action, including new EPA outside Washington through increased American Progress continues rules to reduce carbon emissions from original reporting. to sere 35 an indispensable coal plants and the development of source of progressive ideas for clean energy alternatives. solving our nation?s challenges. Last year. in the wake of the Omm?lom Sandy Hook tragedy. American v- - - -- - -- Progress accelerated the launch Expand the effectiveness and capacity managers and developing professional 0f its initiative to VEduce gun of management by identifying core development programs to assist them. violence. working CIOSEIV With management skills necessary for new the White House to unveil policy solutions. and it collaborated with Americans for Responsible Solutions. ProgressNowothers to establish networks of Implement new women initiative agenda focused on improVing the lives activists work?n to revent and work with Planned Parenthood. of women and families through paid . g. . . . . Violence in seven states. American SEIU. American Women. and the Sick leave. pay eqmty. reproductive . . . . . . . Progress also analyzed the effects Administration to comprehenswe freedom. and other policy ideas. . of sequestration on each state across the country. partnering F2992: with America Votes. CBPP. and Secure commitments of at least DA Target 35 part Others to h'ghl'ght them' :10'000 93?3" from 25 new major 0' oven" BUdget This year, American Progress 2014 Projected Fa" Sh?t Sufnm't?th Raise $1.00 million through annual gala . elgh? .States? paanermg w' - Organizmg for Action and (a 14% increase). American Women to convene Partner support for American Progress activists to .develop strategies of at least $3.23 million. Increasing 33.23/550 and campaigns for advancmg suppOrt from this level to $5.50 million mum" women would enable American Progress to Secur?ty- prom's'w .effort . expand its work to reduce inequality, . 2014 Fund.? 1m? could advance progresswe policy change. advance a women's economic agenda. Meeting this target would provide a more complete picture. this reqmre Significantly deeper investment reports on the ofboth the from Partners that CU'I'ently 501(c)(3) Center for American Progress CAP. as well as several new major gifts. and the Center for Amefica" Progress Action Fund The operations of the two organizations are kept separate to the degree required by law. 20 CENTER iron AMBRICAN sum: i" 2013 PROGRESS REPORT AND 2014 FORECAST C?t'ft?. [my of Center for Community Change .r (ix-H77 p-J?sxci Lg. i; 0m, fll?lli iigi (ii-{i gm} 51-1.. and Campaign for Community Change i in: .ii?tl voter), Center for Community Change and Campaign for Community Change - jointly referred to as - continue to provide the strategy for and lead the drive to ensure that the voices of low-income communities and communities of color are heard on policy issues that affect them. in 2013. sounded the drumbeat for comprehensive immigration reform (CIR) in 40 states across the country. helping push the Senate to pass legislation in June and maintaining pressure on the House to follow suit. helped persuade Congressional Republicans from AL. CA. CO, and NY to support immigration reform. laying the groundwork for ClR's eventual passage. 2013 PERFORMANCE AND IMPACT PROGRAM 0000 OPERATIONS FINANCE COLLABORATION PROGRAM OPERATIONS AND GOVERNANCE Met goal to mobilize Immigrants and allies to advance 5 Met goal to add three Board members who i comprehensive immigration reform and ensure visibility bring diversity and strategic relationships. of immigrant communities in public debate. Coordinated Additions bring experience from MoveOn.org, 100,000-person rally in front of US. Capitol building and UFCW. and Community Service Society of NY. I 1,100 events in 40 states. Organized over 1,000 people for i simultaneous sit-in at 175 Congressional offices. Earned over Met ?0 successfu'w compute mategic 50,000 mentions in local, state, and national media. planmng Process and began to Implement recommendations. Completed process in I Met goal to strengthen capacity of partners in 20 states to July. Restructured staffing. budgeting, and in?uence policy at state and local level. Trained 560 new decision-making processes. immigrant leaders in eight states. Provided strategic advice . and technical assistance to housing trust fund campaigns at city and state-level COLLABORATION AND ALIGNMENT - securing $483 million for affordable housing. Met goal to commute wm? nation? am? Met goal to protect Social Security. Medicare, and Medicaid t? proud and improve '3 w, my from cuts in state and federal policy battles. Mobilized and "wt" W9?ked 03"? Granite State Organizing Project in NH. the Montana Across Generas'onsfoc'al secuifty works' . Organizing Project. and partner organizations in 13 other . and others to ?ght Chamw proposal states to take actions on the issue. Organized residents of I and wm cowm'tmenFs from sew?" senators to manufactured and mobile homes to ?ght for Social Security in protect soc'a' secur'ty and Mad'care' 12 states. I FINANCE 25 . Raised $19.70 million of $2121 million 0 2?13 mm? 8?an revised budget goal. Spent $23.00 3 20 2013 Mid-Year million, using $3.40 million raised in :0 prior years. but for 2013 work; netted . 2013 Revenue $100 000 '5 . . 5 . 2013 Expenses Exceeded goals to cultivate 10 Eli ?0 DA Partner Support Loundatlons and 30 Individual donors. 8 2013 Stretch 6031/ tivated 13 foundations and 35 Funding Target . individual donors. Secured additional DA pm,? Summng 1 $2.10 million for anti-poverty work. 0 A I 1 and Commua, ,0 09mm,? Mme 2012-20? on ponwouo same 2014 21 2014 GOALS AND BENCHMARKS In 2014. will continue its drive to create a path to citizenship for America's immigrants and hold elected officials accountable on this issue. It will also pilot and test new approaches for lifting people out of poverty and deepen its collaborative work with State Volces and others. Program Mobilize immigrants and allies to advance comprehensive immigration reform; pressure the Administration to use executive action to stop deportations; and hold elected officials accountable for inaction on the issue. Increase the participation of low-income people and people of color in elections in 8-12 states and engage them in accountability efforts on immigration reform. Protect Social Security, Medicare. and Medicaid from cuts and advance proposals to strengthen the programs by training grassroots leaders in 15 states to visibly impact public debate on the issue. Launch pilot projects in six cities that successfully raise people out of poverty and begin to build a national movement to fight it. Operations Hire Director of Talent Acquisition and Development and enhance the leadership capacity of staff, management team. and executive team. Develop and integrate gender and racial justice lenses into anti-poverty work. Collaboration Work with State Voices to develop multl-year plan to strengthen grassroots organizations and state tables; build local power and infrastructure for civic engagement among low-income people and people of color; and initiate plan in two to four states. Finances Raise $21.73 million budget: secure $9.50 million in new commitments for anti-poverty work in first year of five-year fundraising campaign. DA Funding Target as Part of Overall Projected Budget 2014 Projected Budget: 521.730.000 For 2014, DA staff recommends [r baseline support for of $2.20 million. Increasing support to $3.00 million would assist with the launch of its anti-poverty and economic justice campaign work. support from DA Partners stems primarily from two large foundation commitments and a few of its Board members. Meeting its funding target would require to attract both deeper and broader suppert from the DA Partnership. $2.20/3.00 MILLION . 2014 mm Funding mot . 2014 Stretch Goal 22 camera son COMMUNITY CHANGE Diversity Statistics The DA encourages organizations to report diversity In leadership and personnel. Since submission of this data is voluntary, the report may be incomplete Opportunities for Alignment Last year, diligent efforts to build strong partnerships with national progressive organizations and provide deep support for grassroots organizations in 40 states enabled to highlight the human costs of a broken immigration system and helped and its partners persuade reluctant elected officials to support comprehensive reform. This year. intends to engage low-income people and people of color in holding elected officials accountable for inaction on immigration reform. It will also launch its anti-poverty and economic justice campaign. working with State Fiscal Analysis Initiative groups in four to eight states to develop actionable poverty-reduction strategies and proposals. Complementing these efforts are plans to collaborate with State Voices in two to four states to increase its grassroots partners' participation in state civic engagement tables. potentially strengthening both the grassroots organizations and the tables themselves. This intentional collaborative effort reflects a deeper. more promising partnership with State Voices. To provide a more camp/eta picture. this memo reports on the work of both the 507(c)(3) Center far Community Change and the 50l(c)(4) Campaign for Community Change The operations of the two organi- zations are kept separate to the degree required bylaw. Private and Con?dential to Democracy Alliance 2013 PROGRESS REPORT AND 2014 FORECAST I. (E'lf'll?f'. lli.- ?loni il1i;'. of rtilt: in? i-iizzu lily": ll.) that . I?lL?Cl'Jill ly. From major federal budget proposals to immigration. healthcare. food stamps. and state taxes. the Center on Budget and Policy Priorities (CBPP) equipped progressives with frontiine defenses in wide-ranging policy debates last year. CBPP helped convince Democratic officials to refuse concessions during the government shutdown, and its State Fiscal Analysis Initiative (SFAI) network defeated ALEC-backed efforts to shift more of the burden of funding public services to Iow- and middle-income people. CBPP also highlighted the adverse effects of austerity policies on unemployment and launched a webinar series that trained over 5,000 state and local nonprofits. agencies. and individuals on enrolling people under healthcare reform. 2013 PERFORMANCE AND IMPACT PROGRAM 0000 OPERATIONS FINANCE COLLABORATION PROGRAM OPERATIONS AND GOVERNANCE Met goal to produce federal budget analyses and proposals Met goal to expand content for targeted media. protecting key social programs, ensure ?tax reform? does Grew media team; launched Twitter feeds, not worsen Inequality. and shape media coverage of budget . attracting 30.000 fol lowers. Research cited in debates. Debunked Tea Party justifications for government news stories in 48 states and DC. shutdown. Thwarted attempts to further cut food stamps by highlighting severity of cuts. helping generate over 800 Met 9"al t? meme? ?mum? ?0 Partners. news Stories. Regranted $3.30 million (a 7.5% increase) to partners in 33 states; expanded technical Met goal to ensure implementation of health reform law assistance on policy analysis and communications. extends coverage to millions of uninsured. Created innovative "fast-track" procedure enabling states to automatically enroll over 425,000 food stamp recipients in Medicaid COLLABORATION AND ALIGNMENT :3de seZUQZEed::d expang'ons 1? Met goal to engage others In often: to protect ia le reaiury, afar anti-poverty programs and avert harmful federal mp men a on pro ems per a'n'ng 0 SU 5' an budget cuts. Anchored progressive coalitions, develo solutions. . . . . including Americans for Tax Fairness. and Met goal to advance progressive state policies. With SFAI Collab?rated_?n the fade??! level with Gamer network. helped secure new state earned-income tax credit for comwun'ty Change' C'rde 0f PrOteCt'on' in CO, inCrease minimum wage in NJ and DC. and defeat MomSR'S'ng' plco? and hundreds Of Others to ward off harmful cuts to non-defense discretionary proposals to eliminate state income taxes spen ing an cu 00 5 amps. i FINANCE 25 . Raised $21.30 million of revised $22.02 7 0 mime? Budge? $22.08 million budget; spent 2 . 2013 Mid-Year $20.90 million. 2 2? Revised Budget 5 . 2013 Revenue Exceeded goal to broaden funding 15 I base. Secured $450,000 in new and '3 . 2?13 expenses 1 increased gifts from 15 major donors. 5 10 0 DA Partner Support exceeding $350,000 goal. Added 2013 s" 08 new major supporters to Board. 5 ?so 9 Funding Target 3 - anafe and Confidential to Democracy Alliance 2012-2014 DA PORTFOLIO SPRING 2014 23 2014 GOALS AND BENCHMARKS In 2014. CBPP will work to shape fiscal policy debates at state and federal levels through timely. hard-hitting analyses. strategic communications. and collaborative efforts with faith Diversity Statistics and community leaders Who can Champion moral arguments for reducing inequa?ty. Total 17 21 ms 5 People I I - MV of Colin 473? i t. Program 9s Women 29x 52,; 5? Shape election-year federal budget debates to promote investment in progressive priorities. elevate need to protect the disadvantaged, advance policies to address poverty and inequality, and counter the Right's economic agenda. Advance effective implementation of Affordable Care Act with technical expertise for states and federal agencies to boost Medicaid enrollment and participation in health insurance Operations Enhance capacity to shape state and national debates by launching efforts to build support for progressive policies. expanding "tax threat teams" to help state partners counter Collaboration Collaborate with SFAI partners and community organizing groups (including Center for Community Change and PICO) to build state- Finances Diversify and broaden funding base by securing at least $350,000 in new or increased major gifts from individual donors. CBPP's individual donor support remains small for an organization of its size. and expanding it would allow CBPP to increase its flexibility. DA staff recommends baseline support for CBPP of $1.80 million. Increasing support to $2.50 million would enable CBPP to become even more effective in critical debates affecting the country's most vulnerable people. Meeting this target would require CBPP to retain funders of its 2013 matching grant and to attract broader suppOrt from the DA Partnership. exchanges; counter attempts to reduce insurance benefits for low-income and middle-class Americans or weaken the fundamental structure of Medicaid and Medicare. Advance progressive policies in states that restore social programs and rebuild rainy day funds, make needed investments. and thwart efforts to slash taxes on corporations and the wealthy and cut vital public services. conservative proposals, and providing state partners with more training and other assistance. level capacity to promote policies that reduce poverty and inequality, including reforms in healthcare, nutrition. and immigration. DA Funding Target as Part of Overall Projected Budget 2014 Projected Budget: $23,250,000 81.80/250 . MILLION 2014 Baseline Funding man . 20:4 Stretch Goal 24 CENTIR ON BUDGET AND POLICY PRIORITIIS gig Not mash - The DA encourages organizations to report diversity in leadership and personnel Since submission of this data is voluntary, the report may be incomplete. Opportunities for Alignment CBPP and its SFAI partners provided cardinal resources for progressives in efforts to expand Medicaid and promote immigration reform. CBPP worked with AARP. the American Cancer Society. Community Catalyst. HCAN, Planned Parenthood. and others to develop health reform messaging and coordinate strategies for overcoming attempts to block the expansion in AR. KY. MI. and NJ. Similarly, CBPP partnered with the Economic Policy Institute. Immigration Policy Center, and National Immigration Law Center to combat misinformation regarding the impact of Immigrants on state economies - helping pass DREAM Acts in CO and NJ. defeat a bill to repeal tuition equity in TX. and halt hostile laws and harsh enforcement in CO and NC. CBPP just initiated a project to help four to eight state SFAI groups work with grassroots partners of Center for Community Change on state campaigns to address poverty and inequality. This exciting effort will be closely followed. anate and Con?dential to Democracy Alliance 2013 PROGRESS REPORT AND 2014 FORECAST Tlii- Fti'iti Latino Engagement Fund an [lint ii'. pr: Iticsii :yv?irtir. peliior?i. intuit. it?? and Latino Engagement Action Fund Latins.15.. The Latino Engagement Fund (LEF) and its advocacy counterpart. the Latino Engagement Action Fund (LEAF) continued to build the infrastructure needed to increase political participation among the 53 million Latinos across the country. LEF and LEAF crafted two-year engagement plans in early 2013. deeply investing in 16 organizations w0rking in seven states. They ensured maximum alignment by encouraging collaboration. strategic use of data and tools. and deduplication of efforts. With plans in place and LEF and LEAF on track to raise $4.00 million. they are well-poised to build on this work in 2014 and help support strong Latino civic participation. 2013 PERFORMANCE AND IMPACT PROGRAM 0000 OPERATIONS 0000 FINANCE 0000 COLLABORATION 0000 PROGRAM Met goal to develop two-year grantmaking strategy. . Invested more than $1.00 million in seven states (AZ, CA, CO. FL, NV. TX, and VA) with high Latino populations to support efforts of 16 organizations working on immigration reform and healthcare enrollment. Contacts will be reengaged in 2014 as part of ongoing nonpartisan issue campaigns and voter registration and turnout efforts. OPERATIONS AND GOVERNANCE Met goal to increase Advisory Board diversity. Added two new members to Board, adding I three new people of color and three women. Met goal to help organizations better track. measure. and report their Impact. Introduced . updated software to all grantees, which requires them to report and track their work using a common format on a quarterly basis. Met goal to advance research agenda by analyzing 2012 ?ndings and sharing best practices. Disseminated results 5 from eight experiments on how to best communicate, engage, and turnout Latinos: results will inform LEF and COLLABORATION AND ALIGNMENT LEAF's grantmaking and become best practices for the field. I Met goal to work with other DA engagement funds and state tables. Co-hosted funders briefing with Youth and Black Civic Engagement Funds for shared grantee. Virginia New Majority and coordinated grantmaking in accordance with legal restrictions. Developed coordinated two-year plans with grantees in LEF and LEAF's target states. Partially met leadership development goal. Prioritized leadership development in grantmaking; two grantees identified 1.200 activists who were active in immigration reform campaigns and poised for future leadership development activities. Going forward. LEAF will look for opportunities to partner with other new leadership programs, such as the Latino Victory Fund, and hone strategies for supporting leadership development work. FINANCE Raised $1.95 million for LEF and 2013 Projected Budget LEAF. nearly meeting $2.00 million 5 2.0 goal. Raised and spent entire 5195 . 2013 Revenue $350,000 operating budget. Raised full 2 1.5 $1.60 million regranting budget .5 . 2?13 expenses and allocated $1.37 million. 2 ?0 . DA Partner Support 5 a 2013 Stretch Goal/ 1 Met goal to secure one mum-year 3 0 Funding Target commitment for operational expenses 0?5 i and grantmaking. Acquired two Summing multi-year commitments. 0-0 anate and Con?dentialto Democracy/mama 2012-2014 on PORTFOLIO name 2014 25 2014 GOALS AND BENCHMARKS In 2014. the Latino Engagement and Latino Engagement Action Funds will continue building a strong Latino civic engagement infrastructure, engaging in critical nonpartisan election-year educational and mobilization efforts. By providing tools and coordinating with America Votes and State Voices tables. as appropriate. LEF and LEAF help position the movement for maximum impact in what is expected to be a challenging political environment. Program Increase Latino voter participation through coordinated civic engagement programs in at least eight states (AZ. CA, CO. FL, GA. NV, TX, and VA). with grantees jointly registering 250.000 new voters. Develop 2016-2020 LEF and LEAF strategic plan to position Latinos as essential component of progressive coalition and next redistricting battle. Operations and Governance Solidify Advisory Board support for LEF and work by establishing clear operating support minimums and obtaining 100% participation from Advisory Board members. Collaboration Deepen alignment with other DA constituency-focused funding efforts. exploring opportunities to collaborate on research projects and in-state grantmaking and fundraising. Finance Raise $450,000 operating budget and $4.00 million for regranting to high~impact Latino civic engagement organizations. DA staff recommends baseline support for LEF and LEAF of at least $1.50 million. Increasing support to $2.00 million would allow them to support greater voter registration and turnout efforts. Meeting this funding target would require current supporters to moderately increase their giving and for several new Partners to support their work. 26 LATINO ENGAGEMENT FUND Launch data and research program in partnership with other DA constituency-focused funding efforts to improve accuracy of voter file data and understand barriers to increased Rising American Electorate (RAE) voter participation. Introduce small and mid-level donor program around 2014 mldterms to diversify funding and engage with more Latino donors. Convene working group to clarify governance and oversight of LEF of LEAF and implement final recommendations. Partner with NALEO Education Fund on voter protection by supporting their bilingual hotline and encouraging grantees to integrate voter protection into their existing voter contact work. DA Funding Target as Part of Overall Projected Budget 2014 Projected Budget: $4,450,000 .. i 34-, 8150/ 2.00 MILLION . 2014 Baseline Funding rue-i . 2014 Stretch Goal Diversity Statistics 56 People - I of Csiio?i i swim.? sex can 50% as were ms 190* . The DA encourages organizations to report diversity in leadership and personnel Since submission of this date is voluntary. the report may be incomplete. for Alignment LEF and LEAF have been a strong voice among the constituency-focused efforts for finding ways to more closely align operations and grantmaking. They were the lead planners behind a joint convening in late 2013 where New Media Ventures and the Latino. Youth. Women. and Black Civic Engagement (BCEF) Funds came together to share best grantmaking practices and to pledge to jointly fundralse and align their in~state giving. This prompted LEF and LEAF to partner with BCEF to support healthcare enrollment efforts in FL and TX. Also, they continue to fill gaps and build capacity at the state level. Using the same reporting metrics tool, LEF and LEAF track movement activities in real-time. directing resources to high-performing organizations in each state and ?lling gaps. as needed. This also allows them to ensure that organizations are not duplicating efforts. saving the movement precious resources. Opportunities To provide a more complete picture. this memo reports on the work of both the 501(c)(3) Lat/no Engagement Fund and the 507(c)(4) Latino Engagement Action Fund The operatiOns of the two organi- zations are kept separate to the degree requrred by law Private and Con?dential to Democracy Alliance 2013 PROGRESS REPORT AND 2014 FORECAST fi?li A: lC- ?l ill?l? l_ ?r (Ilij'tIlCi?llz'J ?0:golilamine?l?iimply . . lug 5 mic! lil tr In 2013. Media Matters? research on the lack of diversity on the airwaves sparked national conversation. and its efforts to highlight distorted reporting of climate science and unethical behavior by media personalities at ABC. CNBC. and CNN provoked condemnation of those networks by leading media authorities. Media Matters helped discredit baseless attacks on the, Administration?s handling of the Benghazi tragedy. exposing failure to thoroughly vet the source of its 60 Minutes feature and prompting the reporter and producer to take leaves of absence. Media Matters also completed a strategic planning process and a smooth leadership transition under its new president. Bradley Beychok. 2013 PERFORMANCE AND IMPACT I- . PROGRAM 0000 OPERATIONS FINANCE COLLABORATION 0000 I I PROGRAM OPERATIONS AND GOVERNANCE I Nearly met goal to launch Mythopedia database to serve as Partially met goal to enhance security of I repository of conservative Completed web design, technology and launch redesigned mobile database development. and aggregation of facts to debunk website. Migrated to cloud-based server; I 450 by December. Launched site in February 2014. delayed mobile site redesign, focusing on I Mythopedia project. '3 I Met goal to acquire new technology for expanding monitoring I I I and tracking social media sites. Developed unique software, I Met goal to complete straw?: p'annmg process I enabling collection and analysis of social media feeds from 175 and begin to ?5 res-ommendauons' I I influential figures such as Fox News' Todd Starnes. Spun off progress've Talent 'n't'at've as separate organization. Hired Director of Operations. Met goal to increase Investigative reporting of unethical 1 I behavior by conservative pundits. Expanded investigative research capacity; exposed Newt Gingrich?s undisclosed COLLABORATION AND ALIGNMENT donations to conservative Senate campaigns through his PAC, despite CNN guidelines, raising the con?ict of interest in other national media outlets. Met goal to Increase support to state-based organizations with local organizations using research In ?high impact" ways. With i Pr hli local er's Met goal to grow online communities by initiating two-way spap conwmuons with ?pm and ?v9.0 In viral i unethical involvement in legislative recalls; worked . . 9 . with TX affiliates of NARAL. Planned Parenthood, content. Spread graphic on Pope FranCIs admonishment and ProgressNow to expose Ted Nugent most. trickle-down economics to 1.5 million Viewers; grew Facebook . . . . . . . . . . sexust. and extremist Views. forcmg gubernatorial page traffic to 3 million unique Viewers per week. candidate Greg Abbott to distance himself. Work extended to 8 other states. I FINANCE 15 a 2013 Projected Budget Partially met goal to diversify 5,3,8; funding and make organization more 2 12 I sustainable. Secured $1.15 million in . 20,3 Revenue I funding from nine new foundations 9 and 24 new individual donors. Did not .5 . 2013 Expenses increase cash rese . mes L6 5 9 DA Partner Support I Raised $13.82 million, exceeding 8 3 2013 Stretch Goal/ I revised $11.63 million budget; spent Funding Target $11.56 million. 0 DA Partners supporting my?. and con?denm, ,0 Mama, Nuance 2012-2014 DA PORTFOLIO SPRING 2014 27 ?rvv?r?r' 2014 GOALS AND BENCHMARKS in 2014. Media Matters will seek to expand its media monitoring to Spanish-language outlets and create additional tools, resources. and trainings to enhance national and state-based progressive allies' ability to debunk misinformation and rapidly respond to conservative attacks. Program Address gender imbalance of readership by publishing additional research on media diversity and issues relating to gender. Set benchmarks for issue teams' research to assist with regular updates to supporters, following successful model of the climate and energy team. Operations Complete high priority tech infrastructure upgrades - including digital video conversion and Virtual Private Network (VPN) setup - to optimize performance. Increase staff retention rate by successfully integrating new Director Collaboration Provide information to Congressional members' offices and state-based networks (such as State Voices) and increase their usage of Media Matters content to 95 "high impact" instances. a 50% increase. Finances Secure commitments from nine new foundations and 40 new individual donors. For 2014. DA staff recommends baseline support for Media Matters of at least $2.40 million. Increasing support from this level to $3.00 million would enable Media Matters to more quickly develop and test its custom "Metis" software for tracking the origin and path of conservative smears. Meeting this funding target would require DA Partners to sustain and modestly increase their giving. 28 MIDIA MATTIRS son AMIRICA increase reach of web-based content and new Mythopedia database by launching new tools that determine the origin, track the path, and predict the lifecycle of conservative smears. creating a communications platform that helps customize reporter and press outreach lists for more precise targeting. of Operations into organization management, developing centralized system for tracking progress on departmental goals. expanding professional development opportunities, and sharing decision- making responsibilities with mid-level managers. Enhance "rapid-response" capacity of national and state allies by providing 10 trainings and regular assistance on myth-debunking. crisis communications, and development and implementation of rapid-response strategies and programs. DA Funding Target as Part of Overall Projected Budget 2014 Projected Budget: $11,670,000 52.40/100 MILLION . 2014 Baseline raiding meet . 20M smidi Goal Diversity Statistics Total 9 .7 I in .- .- cream . ?Women 22% 57% 34% Metro his The DA encourages organizations to report diversity in leadership and personnel. Since submission of this data is voluntary, the report may be incomplete. Opportunities for Alignment Media Matters has increasingly squashed unsubstantiated claims that originate in fringe, conservative media. and it is laying the groundwork to correct misinformation and propagated in Spanish-language outlets. This year. Media Matters has expanded its training for national and state-based allies in order to help increase the internal communications and messaging capacity of progressive organizations - helping them develop their own rapid-response programs and effectively debunk conservative regarding their issues. Media Matters has already begun hosting gatherings of progressive organizations that work on the same issues - including racial justice and environmental organizations. This work to assist progressive allies with anticipating attacks and developing strategies for addressing them could help ensure more uniform and aggressive responses to conservative misinformation. To prowde a more complete picture. this memo reports on the work of both the 507(c)(3) Media Matters for America and the 501(c)(4) Media Matters Action Network. The operations of the two organizations are kept separate to the degree required by law. Private and Confidential to Democracy Alliance 2013 PROGRESS REPORT AND 2014 FORECAST n'icrzi of Iri-t-r?tiulng Qi?iij :ut'm inc} HOT: New Media Ventures .?ii?ri with to [rogues-.1? thong;- 1 Last year. New Media Ventures (NMV) continued to re?ne its model for identifying and funding promising start-ups. as well as experiment with its approach for building the market for progressive new media and technology. NMV identified two early-stage. for-profit companies in which its angel network invested - Attentive.ly and CrowdTangie, both of which help progressives better engage their supporters using social media and analytics. NMV also launched its Innovation Fund. enabling it to provide seed funding to nine nonpro?t start-ups. Through its first annual NMV Summit. regular ?State of the Field? calls, and new website launch. NMV solidi?ed its role as a trusted resource and convener within the progressive start-up space. 2013 PERFORMANCE AND IMPACT PROGRAM 0000 OPERATIONS 0000 FINANCE COLLABORATION PROGRAM 1 OPERATIONS AND GOVERNANCE Did not meet goal to add new Board member. Formalized roles Of current Board members. Recruitment effort ongoing. Met goal to launch NMV innovation Fund for regranting to promising nonprofit start-ups. Raised and regranted $230,000 to nine nonprofit start-ups. Partially met goal to double progressive start-up i portfolio by investing $2.00 million In 12 new deals. invested $630000 in ii startups - two for-profit and nine nonpro?t. Began to develop new metrics for success (other than number of deals and money raised), given significant need for earlier-stage support for startups. Did not meet goal to add 20 new investors to network; met goal to deepen pipeline of potential recruits. Added . four new investors to network. Shifted focus to more deeply engaging current investors and prospects at NMV i Summit and through ?State of the Field? calls. Met goal to formalize 501(c)(3) structure. Organization can now accept 501(c)(3) contributions to support its operations. COLLABORATION AND ALIGNMENT Met goal to host four ?State of the Field? calls. Brought together leaders from impact investing and progressive politics to discuss innovative technology and trends. Met goal to cultivate and grow diverse network of investors from impact investment, progressive Met goal to expand communications efforts and ability and technology/8mm? worlds to ?in; "few gzugd?gd weevsfge'anigre: Launched first-annual NMV Summit, convening and news 6 er mm 0 5c" ers' ey are I deepening relationships between over 50 impact . . - I .experf'se through "ammgs at start up and 'mpad investors. philanthropists. and entrepreneurs. Investing conferences. 1 FINANCE Raised $390,000. nearly meeting MO 0 mime? Bud? $400,000 goal: held spending 3 0?35 . 2013 Revenue to $360,000. 2 0.30 . 2013 Expenses Met goal to expand maior donor program 5 ?5 and encourage commitments towards 5 0.20 0 DA Perm? Supp? operating budget from active Investors. ms 2013 Stretch Goal/ Secured commitments from 65% of active 2 mo Funding mg? investors, including support from eight 0.05 0.00 new donors. Tripled median donation tO the organization. DA Fathers Smporting 14]. The Democracy Alliance (DA) does not endorse or recommend to Partners an Investment /n any for-pro?t company or in any investment vehicle 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 to 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 advice The Democracy Alliance is not a registered broker-deal or investment adwsor and does not realize any compensation from its efforts regard to identi?cation of for'profit companies Private and Con?dential to Democracy Alliance DA PORTFOLIO span.? 30" 29 2014 GOALS AND BENCHMARKS In 2014. NMV will work to deepen relationships among more progressive philanthropists. impact investors. and technology and social media entrepreneurs through its second NMV Summit. NMV will also seek to increase its support to very early stage progressive start-ups and make its business model more sustainable. Program Conduct holistic review of NMV Innovation Fund's 2013 grant-making: examine results; and determine ability of the fund to have an impact on nonprofit start-ups in future. Host second annual NMV Summit with over 65 impact investors, entrepreneurs, Operations Maximize ability to invest in for-profit companies. educate field of nonpro?t start-ups. and make strategic philanthropic grants by revising operating structures. Collaboration Share expertise with aspiring entrepreneurs and elevate profile of portfolio companies and organizations to prospective funders by collaborating with startups like Sum of Us. Upworthy, Finances Raise at least $250.000 for re-granting through NMV innovation Fund, focused on nonpro?t start-ups. Although NMV has attracted significant investment from DA Partners for its surfaced deals. its operations remain underfunded. For 2014. DA staff recommends baseline support of $250000 for NMV's operating budget. Increasing support to $400,000 would enable NMV to work with a broader range of startup organizations that could help the movement maintain its innovation advantage. Meeting this target would require additional DA Partners. especially those that have invested in surfaced deals. to support NMV's operations. 30 NEW mom vemunts and philanthropists attending; create more opportunities for investor-only conversations. Launch next iteration of NMV Innovation Fund. a $1.00 million dollar initiative to support nonprofit and for-profit early stage startups. Grow staff by hiring investment and operations personnel. Formalize business model to ensure the organization is compensated appropriately for the value it creates for stakeholders. and others to share findings on impact investing and innovative approaches to financing, structuring and scaling progressive startups through NMV blog and convenings throughout the year. DA Funding Target as Part of Overall Projected Budget 2014 Projected Budget: $400,000 MILLION .msmnoou Diversity Statistics Total 6 1 1 ?Rebels - i arcade 17" 10?34 ,l SWomen 33% 100% 100% superb . 0% The DA encourages organizations to report diversity in leadership and personnel. Since submission of this data is voluntary. the report may be incomplete. Opportunities for Alignment NMV has firmly established itself at the intersection of the progressive philanthropy, impact investing. and technology start-up worlds, and its expertise in this niche has made NMV a critical resource and validator for progressive allies (such as labor partners) that seek to adopt innovative technology. NMV continues to play a signaling role for impact investors and philanthropists - through the funding it facilitates and the convening role it plays - ensuring a more cohesive network of progressive innovators and investors. This year, NMV will increase its communications with supporters through more regular biog content and additional newsletters. expand its entrepreneurship trainings for progressive organizers and investors at conferences such as Netroots Nation and Lean Start-Up. and convene its second annual NMV Summit. This work to more widely share common challenges and practices for launching. sustaining. and scaling progressive start-u p5 could help increase the pipeline of progressive start-ups that are ripe for angel investing. Private and Confidential to Democracy Alliance 2013 PROGRESS REPORT AND 2014 FORECAST ?thw Om.? Ming} .a-iv: of New Organizing Institute gunman: 11'141 Ltr'vnl (1rd scat;- Iill,ii i "gful Last year, New Organizing Institute (N01) and New Organizing Institute Education Fund (NOIEF) - jointly referred to as - led the progressive movement in recruiting and training talented organizers and fostering a culture of experimentation. re?ection. and learning among them. In addition to exceeding its training targets for the year. provided new open-source tools and career resources to aid organizers in their growth and development. in March of last year, Ethan Roeder became Executive Director and oversaw a smooth leadership transition, inclusive of several senior staff hires. improvement of financial accounting systems. and a clean result from its external audit. 2013 PERFORMANCE AND IMPACT I PROGRAM 0000 I i OPERATIONS FINANCE COLLABORATION 0000 PROGRAM Met goal to equip national, state. and local organizers with skills and support needed to run and win campaigns. Trained over 2,700 organizers (exceeding 2,500 target); conducted 64 I trainings on data management. digital strategy. public narrative. I and issue-specific organizing for League of Conservation I OPERATIONS AND GOVERNANCE I Met goal to successfully manage senior leadership transitions. Critical staff hires made, including Chief of Staff. Administrative Director. Development Associate. and Interim Training Director. Completed strategic-planning process in January 2014. setting organizational priorities for next 12 months. I Voters, MoveOn.org. NAACP. Planned Parenthood. PICO, and others. Partially met goal to provide opportunities for progressives to find jobs in the movement. Launched Work Forward talent i placement program. Missed targets of 1.270 participating employers and 3,000 posted positions; ultimately attracted 680 organizations. 4,400 resumes. and 1,580 posted positions. Reduced project scope in June. prioritizing organizer training. COLLABORATION AND ALIGNMENT i 1 Met goal to collaborate with immigrant rights organizations. Trained 180 immigrant rights leaders and advised United We Dream on acts of I civil disobedience that received national media attention. Nearly met goal to deepen and grow community through additional gatherings and new resources. Grew communications list by 69% to 54,000; doubled national Rootscamp sponsorships and exceeded participation goal with over 1,800 attendees. Held 22 state Rootscamps and developed 108 downloadable training modules. missing targets of 25 and i 200. respectively. Nearly met goal to work with Catailst to produce I 2012 independent Voter Registration Report. 1 Released report in January 2014 assessing outcomes. best organizing practices. and uses of technology in 2012 cycle. FINANCE i I . Raised $3.83 million in revenue. nearly 2013 promted BUdget meeting revised $3.91 million budget. 3 $3.19 2013 4 I Revised Budget Did not meet goal to diversify revenue 5 20?3 Revenue 1 to include 60% foundation grants, 3 . 2013 Ex 20% individual donor support, and 3 poms 2096 earned revenue. Secured 79% 5 2 0 DA Partner Support i from foundations, 12% from individual 3 2013 Stret Go I - donors. and 9% from earned revenue by a 1 3?75 0 Funding Target a, end Of yea? I DA Partners Supporting A: Private and Con?dentialto Democracy Alliance 2012-2014 on PORTFOLIO 2014 31 2014 GOALS AND BENCHMARKS In 2014. will deepen its reach in the states and expand the resources available to election administration officials It will also seek to further diversify its revenue. given its ambitious budget goal. Program Increase diversity of organizing community by ensuring that at least 40% of trainees represent emerging majority populations (a 10% increase). Re-launch Organizer's Guide to Election Administration in English and Spanish; expand ELECTricity program by training and convening at least 10 meetings with election administration officials or their associations. Operations Adopt new customer-relationship database and accounting systems to better manage constituent relationships and financial tracking. Improve retention of institutional knowledge through revamp of Collaboration Share tools and best practices further by increasing national Rootscamp attendance from 1,800 to over 2,200: hosting at least 60 trainings, bootcamps. and webinars; and participating in Open Supporter Data Interface (a common technology platform for political vendors and users). orientations and exit interview procedures. Fill two Board vacancies with experientially diverse members. Leverage relationships with progressive organizations to build state-based organizing infrastructure by training 1.000 new organizers and placing 450 of them in state and local issue advocacy campaigns and movements through NOI. Finances Secure $300,000 from fiscal sponsorships and new foundation support for NOIEF and an additional $200,000 in small-dollar donations and new foundation support for NOI. receives a low level of DA Partner support relative to other Aligned Network organizations, with one institutional grant accounting for more than half of it. DA staff recommends baseline support for EF of $750,000. Increasing support to $1.00 million would enable EF to extend its support for one or two networks of activists after its State Training Program pilot. Meeting this target would require several new Partners to invest in and for 32 new ORGANIZING Manage Data Entry Consolidation Center (DECC) and assist partner organizations with immediately processing voter registrations and maintaining up-to-date voter contact lists and GOTV information through NOIEF. DA Funding Target as Part of Overall Projected Budget 2014 Projected sO.75/1.00 MILLION . 201a Baseline Funding 1am: . 2014 Stretch Goal current Partners to increase their support significantly. Diversity Statistics Total 5 7 30 96 People 3! . 9' Color 40x 29x 33.5.; 9? Women 40% 603? reward 20x 14x 91 The DA encourages organizations to report diversity in leadership and personnel. Since submission of this data is voluntary the report may be incomplete. Opportunities for Alignment Advancing progressive policy requires a deep bench of organizers skilled in the practice of engaging citizens and persuading them to participate in civic life. NOI's focus on deepening, diversifying, and increasing the sophistication of that bench continues to bolster the organizing and issue advocacy efforts of a wide-range of progressives- from informal communities of transgender activists to established national organizations such as NAACP. Planned Parenthood. and Sierra Club. In addition to continuing its partnership with Organizing for Action to train and place promising organizers into fellowships with environmental organizations. will extend its own reach in the states. NOIEF plans to pilot a State Training Program for organizers in six geographically distinct cities such as Houston and Miami and partner with state and local organizations such as Texas Organizing Project and national organizations such as State Voices in order to integrate them into campaigns. These nascent pilot programs hold significant potential. To provide a more complete picture. this memo reports on the work of both the 501(c) (3) New Organizing Institute Education Fund and the 501(c)(4) New Organizmg Institute The operations of the two organizations are kept separate to the degree required by law. Private and Confidential to Democracy Alliance 2013 PROGRESS REPORT AND 2014 FORECAST 1r? for shit) and kiczi! Ctt'f thin} Progressive Majority (?fe-chum: Progressive Majority. Progressive Majority Action Fund (PMAF) and the Public Leadership Institute (PLI). collectively referenced as work to equip progressives with the tools they need to create policy change. in 2013. PM helped elect 60 progressives and ?ip six local governments. and its network of progressive lawmakers and advocates grew to more than 14.000. Operationally. the organizations remain ?scally sponsored by the Campaign for America's Future/institute for America?s Future and fundraising remained a challenge. raising concerns about PM's ability to continue carrying out its core work even on a reduced scale. PM has already scaled back its operations extensively and any further declines in funding would necessitate significant program cuts. 2013 PERFORMANCE AND IMPACT PROGRAM 00 OPERATIONS FINANCE COLLABORATION PROGRAM OPERATIONS AND GOVERNANCE Partially met goal to Investigate new sustainable program model to accommodate growth and changing sector needs. Farm team members? and lawmakers' feedback drove program improvements and creation of Candidate Coordinator position. which will improve communications with candidates going forward. Voicing our Values messaging project offers new services and trainings for candidates. Met goal to recruit 150 candidates to run for office. many from diverse backgrounds. Recruited 152 candidates into farm team, with 52% women; 34% people of color; 31% under age of 35; 23% union members; and 5% openly LGBTO. 95 candidates ran with 64% win rate, up 3% from 2012. I 1 Met goal to increase size of candidate training program. Expanded course offerings from 123 to 136 and more than doubled number of participants to nearly 3,000. Met goal to expand elected of?cials network from 3.715 to 5.500 state and municipal lawmakers and hold gathering for members. increased network to 11,680 plus additional 1,580 advocates; held national Local Progress gathering, bringing network of progressive city officials together. COLLABORATION AND ALIGNMENT Met goal to partner with over 40 organizations to maintain State Policy Alliance efforts and coordinate work of progressive elected officials at state and local levels. Established State Policy Alliance coalition: crafted and disseminated to public 1 of?cial network "gamechanger" policies for i progressives. Partially met goal to publish 2nd messaging guide and hold trainings on framework. Held 706 trainings for 274 lawmakers and wrote 15 new chapters on messaging; postponed publishing until spring 2014. FINANCE Raised $1.10 million. short of revised $1.68 million goal; successfully held spending to $870,000. 0 2013 Projected Budget 2013 Mid-Year Revised Budget . 2013 Revenue Did not meet goal to develop more sustainable and diversified funding 1 model. Developed communications and marketing plan and websites for PMAF. PLI, and Local Progress; cultivation of email list in progress. Joint fundraising with ?ve other organizations yielded $30.000. . 2013 Expenses $110 a DA Partner Support Dollars in Millions 2013 Stretch Goal/ Funding Target Private and Con?dential (0 Democracy Alliance 301240? DA PORTFOLIO SPRING 30? and campaign nupport. i?cizrni 13' m, DA Partners Supporting IT: a I 2014 GOALS AND BENCHMARKS In 2014. PM will continue to recruit progressive leaders and support their candidacies. Progressive Majority Action Fund and Public Leadership Institute will provide lawmakers model legislation, values-based messaging, and training to shift the public debate on critical issues. While their core programmatic work has remained effective. it is critical that fundraising be the organizations' top priority. Program Publish 2nd Edition of Voicing Our values and use it to train 800 new lawmakers and candidates on how to talk to voters on many nuanced and difficult subjects. Field 150 candidates to run for office with 60% winning their races. Expand trainings to candidates, offering 150 courses and materials online and in-state. 20 webinar sessions per month. and at least seven in-state trainings. Operations and Governance Engage Board of Directors in fundraising with members giving or raising $500,000; develop process for engaging new Board members. investigate new sustainable business/ program model to accommodate changing sector needs. Collaboration Collaborate with partners in State Policy Alliance to lead coordinated state policy campaigns on economic justice, democracy reform and education; research and begin to develop strategy to pursue bold "gamechanger" structural policy reforms. increase Progressive Leaders Network to at least 20,000 lawmakers, up from current 13.200. and increase engagement of members. Finance Raise combined budgets of $1.35 million with major donors contributing at least $780,000. DA Funding Target as Part of Overall Projected Budget 2014 Projected Budget: $1,350.000 DA staff recommends baseline support for Progressive Majority. Progressive Majority Action Fund, and Public Leadership institute of at least $650,000 with a stretch goal of $800,000. DA Partners have historically played a significant role in progressive leadership development and with that support declining, these organizations have not secured new sources of support for this work. Partners must dramatically increase . 2014 Baseline Funding ?I?argat . 2014 Stretch Goal funding, or the DA and others must rethink how we approach and support candidate leadership. 34 MAJORITY Diversity Statistics: Total 9 4 3.233? 33* I .5 4:53: .. ?Women 339; m' 1 ?were The DA encourages organizations to report diversity in leadership and personnel Since submission of this data Is voluntary, the report may be incomplete. Opportunities for Alignment The State Policy Alliance. supported by facilitates greater collaboration among progressive organizations and lawmakers to craft meaningful, proactive. progressive policies that can be passed into law at the state and local levels. it has recently taken on a coordinating role for organizations to combine resources as they research multi-issue, multi-state strategies for large structural reform. such as a constitutional right to vote and curtailing of CEO compensation. By bringing organizations together, makes ef?cient use of existing capacities and resources. But to truly ful?ll the original vision of the effort as a counterweight to ALEC will require significantly more investment and a full-time staff dedicated to driving policy forward and connecting sound proposals with elected of?cials. Realizing this vision remains a top priority for progressives given the reach and impact of local and state laws on particular issues. such as the minimum wage, taxes. and voting. To provide a more complete picture. this memo reports on the work of the $27 Progressive Majority, the 507(c) (4) Progressive Majority Action Fund, and the 507(c)(3) Public Leadership Institute. The operations of the three organizations are kept separate to the degree required by law Prwate and Confidential to Democracy Alliance y; 2013 PROGRESS REPORT AND 2014 FORECAST :i?o li': 2 sin-1U. by g} linuugli ProgressNow .i?iti ProgressNow continues to lead progressives in developing and spreading pointed messaging on a wide-range of issues across its 22-state network. Last year, ProgressNow's communications efforts on gun violence prevention helped pass gun safety legislation in C0. and its vs. Kids? report drew attention to corporate efforts to influence state education policy, earning local media attention in nine states. ProgressNow helped activists convince county clerks to recognize same-sex marriages in NM and provided communications content fOr members America Votes and State Voices tables, aligning progressive messaging in the states and nationally. In December, Arshad Hasan took over as its new Executive Director. 2013 PERFORMANCE AND IMPACT PROGRAM 0000 OPERATIONS FINANCE COLLABORATION 0000 5 PROGRAM Met goal to serve as communications hub for State Voices (SV) and America Votes (AV) table members. Worked with Michigan AV table on satirical campaign before governor's "State of the State" address. garnering earned media and i million social media impressions. Attracted 10 million visitors to ProgressNow Colorado?s healthcare enrollment website. With AV and SV tables, revealed OH governor's involvement in campaign supporting fracking. OPERATIONS AND GOVERNANCE Partially met goal to standardize performance metrics and evaluate impact of state af?liates. Developed progress monitoring program and I common metrics. Delayed impact evaluations due to leadership transition. Partially met goal to evaluate and reconfigure governance and staffing to meet expanded 501(c)(3) communications work. Results of needs assessment expected in late 2014. Met goals to offer media tracking services and add capacity i to and onIIne platforms. Provided state affiliates with training and access to fundraising platform ActionKit, text message campaigns tool Mobile Commons, media tracking tool 1 COLLABORATION AND ALIGNMENT TVEyes. New tool adoption rates ranged from 25% to 100%. Nearly met collaborative and alignment goals I with America Votes and State Voices. integrated Met goal to expand fee-for-servlce communications for programming with AV and 5V in mumme states. national and local progressive organizations. Provided including joint fundraising in CO FL. ML MN. NH. communications content for Mayors Against illegal Guns, and NM. Launched VVN to share and reduce helping spread messaging on gun violence prevention in seven operations costs Joint convening with a? three states. Affiliates provided assistance in governor accountability organizations postponed along with further Campaigns in ?ve States' alignment plans - pending leadership transition. Ongoing coordination efforts remain strong. - . FINANCE i to - . - Exceeded $8.80 million budget goal, 2013 Framed 8mg? raising $9.57 million. Missed $50,000 3 8 . 2013 Revenue per-state growth target. averaging 1 $10,000 in new support per state. .2- 6 . 2013 expenses 5 . DA Partner Support 3 Partially met goal to launch small 3 2013 Stretch Goai/ donor program for state af?liates to =o Funding Target develop recurring base of supportExpanded small donor base by 10%. 51-30 1?20 missing 20% target. 0 -, 9" ?Wm? anale and Con?dential to Democracy Alliance 2012-2014 DA PORTFOLIO SPRING 2014 2014 GOALS AND BENCHMARKS In 2014. ProgressNow will focus on expanding the support it provides to state affiliates to elevate the quality and consistency of its 22-state network. ProgressNow's new executive director will continue to oversee a smooth leadership transition. Program Re-focus state affiliates' work on core competencies in message research, development. and delivery; leveraging partner support and resources; and running campaigns. Develop network-wide communications agenda and support leadership on voting rights and regional issues (such as public lands usage) in at least six states. Shape state legislative environment by defeating conservative legislation on women?s rights, immigration, collective bargaining. and marriage equality; pave way for progressive reform in 12 states. Launch website on ALEC initiatives and research in order to help establish role as communications clearinghouse and essential source of information on state-based issue advocacy battles. Operations development. and providing mentorship to state-level executive directors. Hire technology specialists and project manager to assist state affiliates with online content, social media analytics, staffing multi-state projects. and aligning best practiceS Implement new financial and accounting systems to make organization more efficient and prepare for future growth. Facilitate culture of learning by building skills. supporting professional Collaboration Work with Common Cause, Center for Media and Democracy, and others to maintain pressure on pressure five additional corporations to withdraw support. implement recommendations from Project on Greater Alignment and Efficiency, in partnership with America Votes and State Voices; merge backend operations through WN, Inc. Finances Retain 80% of major donor support; attract $550,000 in new or increased support. DA Funding Target as Part of Overall Projected Budget 2014 Projected Budget: $9,630,000 Es?- nee/1.90 MILLION ProgressNow enjoys a healthy level of support from the DA Partners who invest in its work. For 2014. DA staff recommends baseline support for ProgressNow of at least $1.60 million. increasing support to $1.90 million would enable PN to more quickly improve the quality and consistency of its network. Meeting this target would require several Partners to modestly increase their giving. . 2014 mum Funding mm . 2014 Stretch Goal 36 PROORISSNOW Diversity Statistics )5 ll