Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN:93493105013669 Form990 “51 Department of the Trensun foundations) Internal Rex enue Sen 1ce Return of Organization Exempt From Income Tax Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private P Do not enter soaal securIty numbers on thIs Form as It may be made pubIIc > InformatIon about Form 990 and Its InstructIons Is at www IRS govgform990 2017 Open to Public Inspection OMB No 1545-0047 A For the 2017 calendar year, or tax year beginning 06-01-2017 , and ending 05-31-2018 C Name of organIzatIon B Check If appIIcabIe MAJORITY FORWARD Ei Address change EI Name change EI InItIaI return Dºmº busmess as Ei FInaI return/termlnated D Employer Identlflcatlon number 47-4368320 Number and street (or P 0 box If maII Is not deIIvered to street address) 700 13TH ST NW NO 600 Ei Amended return El ApplIcatIon pendIngl Room/swte E Telephone number (202) 654-6200 CIty or town, state or provmce, country, and ZIP or foreIgn postal code WASHINGTON, DC 20005 G Gross receIpts $ 27,607,978 F Name and address of prInCIpaI offIcer JOHN B POERSCH 700 13TH ST NW NO 600 WASHINGTON, DC 20005 subordmates? I Tax-exam pt status Zi501(c)(3) 501(c)(4)4(lnsertno) Zi4947(a)(1)or [ 527 Included? J Website:) MAJORITYFORWARD COM H(b) Are aII subordmates H(a) Is thIs a group return for DYes .No DYes DNo If "No," attach a Ist (see InstructIons) “(C) Group exemptIon number > K Form of organIzatIon CorporatIon Ei Trust ] Assoaatlon ij Other? L Year of formatIon 2015 M State of legal domICIle DC Summary 1 BrIefIy descrIbe the organIzatIon's mISSIon or most SIgnIfIcant actIVItIes THE ORGANIZATION'S MISSION IS TO ADVOCATE FOR PROGRESSIVE POLICIES cv 2 E E da É 2 Check thIs box P ] IF the organIzatIon dIscontInued Its operatIons or dIsposed of more than 25% of Its net assets L') 3 Number of votIng members of the governIng body (Part VI, Ine la) 3 3 É 4 Number of Independent votIng members of the governIng body (Part VI, IIne lb) 4 0 ª 5 Total number of Il'llelduaiS employed In calendar year 2017 (Part V, IIne 2a) 5 3 :, 6 Total number of volunteers (estImate IF necessary) 6 0 <.) < 7a Total unrelated busmess revenue from Part VIII, column (C), Ine 12 7a 0 b Net unrelated busmess taxable Income from Form 990-T, Me 34 7b O Prior Year Current Year q, 8 ContrIbutIons and grants (Part VIII, Ine 1h) 34,177,016 27,607,978 É 9 Program serVIce revenue (Part VIII, IIne 29) 0 0 à:;- 10 Investment Income (Part VIII, column (A), Ines 3, 4, and 7d ) 0 0 11 Other revenue (Part VIII, column (A), IInes 5, 6d, 8c, 9c, 10c, and 11e) O 0 12 Total revenue—add Ine5 8 through 11 (must equal Part VIII, column (A), Me 12) 34,177,015 2716071978 13 Grants and SImIIar amounts paId (Part IX, column (A), Ines 1—3 ) 9,545,332 6,379,888 14 BenefIts paId to or for members (Part IX, column (A), Um 4) O 0 É 15 SalarIes, other compensatIon, employee beneFIts (Part IX, column (A), IInes 5—10) 478,296 1,189,519 % 16a Professwnal fundraISIng fees (Part IX, column (A), Ine lle) 494,875 252,503 D.. ) Total fundraISIng expenses (Part IX, column (D), IIne 25) P342,503 ª 17 Other expenses (Part IX, column (A), IInes 11a—11d, 11f—24e) 25,248,300 1,918,162 18 Total expenses Add Ines 13—17 (must equal Part IX, column (A), IIne 25) 35,766,803 9,740,072 19 Revenue less expenses Subtract Me 18 from Me 12 -1,589,787 17,867,906 3 É Beginnlng of Current Year End of Year ,, a º, m 13; 20 Total assets (Part X, Ine 16) . 2,005,498 19,873,403 gg 21 Total IIabIIItIes (Part )(, Me 26) . O 0 ZL?- 22 Net assets or fund balances Subtract Um 21 From Me 20 2,005,498 19,873,403 % Signature Block Under penaItIes of perJury, I declare that I have examIned thIs return, IncludIng accompanyIng schedules and statements, and to the best of my knowledge and bellef, It Is true, correct, and complete Declaratlon of preparer (other than oFfIcer) Is based on all InformatIon of thch preparer has any knowledge "**“ 2019-04-15 _ SIgnature of offIcer Date Slgn Here JOHN a POERSCH TREASURER Type or prInt name and tItIe PrInt/Type preparer's name Preparer's sIgnature Date ] PTIN _ PATRICIA A O'MALLEY CPA PATRICIA A O'MALLEY CPA ChECk If P00285909 Pald self—employed Preparer FIrm's name P RUBINO AND COMPANY CHARTERED FIrm's EIN P 52-1186096 FIrm's address P 6903 ROCKLEDGE DRIVE SUITE 1200 Phone no (301) 564-3636 Use Only BETHESDA, MD 208171818 May the IRS dIscuss thIs return WIth the preparer shown above? (see InstructIons) .Yes [ No For Paperwork Reduction Act Notice, see the separate instructions. Cat No 11282Y Form 990 (2017) Form 990 (2017) Page 2 m Statement of Program Service Accomplishments 1 Check If Schedule O contains a response or note to any llne In this Part III . . . . . . . . . . . . . . l:l Briefly descrlbe the organlzatlon's m 55 on THE ORGANIZATION'S MISSION IS TO ADVOCATE FOR PROGRESSIVE POLICIES 2 Dld the organizatlon undertake any Slgnlflcant program serVIces durlng the year which were not llsted on thepnorForm9900r990-EZ? . . . . . . . . . . . . . . . . . . . . . lZlYes .No If "Yes," descrlbe these new serwces on Schedule O 3 Dld the organizatlon cease conductlng, or make Signlflcant changes n how lt conducts, any program serVIces?........................... lZlYes-No If "Yes," descrlbe these changes on Schedule O 4 Describe the organlzatlon's program serVIce accompllshments for each of lts three largest program serwces, as measured by expenses Sectlon 501(c)(3) and 501(c)(4) organizations are reqUIred to report the amount of grants and allocatlons to others, the total expenses, and revenue, F any, for each program serVIce reported 4a (Code ) (Expenses $ 8,135,154 Includlng grants of $ 6,379,888 ) (Revenue $ ) See Addltlonal Data 4b (Code ) (Expenses $ Includlng grants of $ ) (Revenue $ ) 4c (Code ) (Expenses $ Includlng grants of $ ) (Revenue $ ) 4d Other program serVIces (Describe ln Schedule O ) (Expenses $ Includlng grants of $ ) (Revenue $ ) 4e Total program service expensesb 8,135,154 Form 990 (2017) Form 990 (2017) 10 11 12a 13 14a 15 16 17 18 19 Page 3 [M Checklist of Required Schedules Yes No Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private Foundation)? If ”Yes," complete No ScheduleA..................... 1 Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? É;] . 2 Yes Did the organization engage in direct or indirect political campaign actiwties on behalf of or in opposition to candidates Yes for public office? If "Yes," complete Schedule C, Part I ª 3 Section 501(c)(3) organizations. Did the organization engage in lobbying actiwties, or have a section 501(h) election in effect during the tax year? If "Yes, " complete Schedule C, Part II . 4 Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership clues, assessments, or Similar amounts as defined in Revenue Procedure 98-19? N If "Yes, " complete Schedule C, Part III É;] . 5 º Did the organization maintain any donor adVIsed funds or any similar funds or accounts for which donors have the right to prowde adVIce on the distribution or investment of amounts in such funds or accounts? If "Yes, " complete Schedule D, Part I 5 Nº Did the organization receive or hold a conservation easement, including easements to preserve open space, the enwronment, historic land areas, or historic structures? If "Yes, " complete Schedule D, Part II 7 Nº Did the organization maintain collections of works of art, historical treasures, or other Similar assets? If "Yes, " complete Schedule D, Part III 8 Nº Did the organization report an amount in Part X, line 21 for escrow or custodial account liability, serve as a custodian for amounts not listed in Part X, or prowde credit counseling, debt management, credit repair, or debt negotiation serVIces?If "Yes," complete Schedule D, Part IV . . . . . . 9 Nº Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, 10 No permanent endowments, or quaSI-endowments? If "Yes," complete Schedule D, Part V . If the organization's answer to any of the followmg questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable Did the organization report an amount for land, bUIldings, and eqUIpment in Part X, line 10? If "Yes, " complete Schedule D, Part VI . . . . . . . 11a Nº Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes, " complete Schedule D, Part VII 11h Nº Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII 11c Nº Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes, " complete Schedule D, Part IX 11d Nº Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, PartX “ N e o Did the organization's separate or consolidated finanCIal statements for the tax year include a footnote that addresses 1" No the organization's liability for uncertain tax p05itions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X Did the organization obtain separate, independent audited finanCIal statements for the tax year? If "Yes, ” complete Schedule D, Parts XI and XII 12a No Was the organization included in consolidated, independent audited finanCIal statements for the tax year? 12h No If "Yes, " and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E 13 No Did the organization maintain an office, employees, or agents outSIde of the United States? 14a No Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraismg, business, investment, and program serVIce actiwties out5ide the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV . . . . 14h Nº Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other a55istance to or for any foreign organization? If “Yes, ” complete Schedule F, Parts II and IV . 15 Nº Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign indiViduals? If “Yes, " complete Schedule F, Parts III and IV . . 16 Nº Did the organization report a total of more than $15,000 of expenses for profe55ional fundraismg serVIces on Part IX, 17 Yes column (A), lines 6 and 11e? If "Yes," complete Schedule G, PartI (see instructions) * Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines lc and 8a? If "Yes," complete Schedule G, Part II . ª 18 Nº Did the organization report more than $15,000 of gross income from gaming actiwties on Part VIII, line 9a? If "Yes," 19 N complete Schedule G, Part III . ª º Form 990 (2017) Form 990 (2017) Page 4 m Checklist of Required Schedules (cont/nued) Yes No 20a Did the organlzatlon operate one or more hospital faCIlltles? If "Yes," complete Schedule H . 20a No b If "Yes" to I ne 20a, Clld the organlzatlon attach a copy of lts audlted f nanCIaI statements to thls return? 20b 21 Dld the organlzatlon report more than $5,000 of grants or other asslstance to any domestlc organlzatlon or domestlc 21 Yes government on Part IX, column (A), Me 1? If "Yes,” complete Schedule I, Parts I and II . ª 22 Did the organlzatlon report more than $5,000 of grants or other a55 stance to or for domestlc InClIVIdLlalS on Part IX, 22 column (A), Me 2? If "Yes, ” complete Schedule I, Parts I and III . “' Nº 23 Did the organlzatlon answer "Yes" to Part VII, Sectlon A, Ilne 3, 4, or 5 about compensatlon of the organlzatlon's current and former offlcers, dlrectors, trustees, key employees, and hlghest compensated employees? If "Yes," 23 Yes completeScheduleJ. . . . . . . . . . . . . . . . . 24a Dld the organlzatlon have a tax- -exempt bond Issue Wlth an outstandlng prlnCIpaI amount of more than $100, 000 as of the last day of the year, that was Issued after December 31, 2002? If "Yes, ” answer lines 24b through 24d and complete Schedule K If "No,” go to llne 25a . 24a Nº b Did the organlzatlon Invest any proceeds of tax-exempt bonds beyond a temporary perlod exceptlon? . 24b c Did the organlzatlon malntaln an escrow account other than a refundlng escrow at any tlme durlng the year to defease any tax-exempt bonds? 24c d Did the organlzatlon act as an "on behalf of" Issuer for bonds outstandlng at any tlme durlng the year? 24d 25a Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organlzatlon engage In an excess beneflt transactlon Wlth a dlsquallfled person durlng the year? If "Yes," 25 N complete Schedule L, PartI . . . . º ª 0 b Is the organlzatlon aware that lt engaged In an excess beneflt transactlon Wlth a dlsquallfled person In a prlor year, and that the transactlon has not been reported on any of the organlzatlon's prlor Forms 990 or 990-EZ? 25b No If "Yes,"complete Schedule L, PartI . . . . . . . . . . . . . . . . . . . ª 26 Did the organlzatlon report any amount on Part X, llne 5, 6, or 22 for recelvables from or payables to any current or former offlcers, dlrectors, trustees, key employees, hlghest compensated employees, or dlsquallfled persons? 26 No If "Yes, ” complete Schedule L, Part II ª 27 Did the organlzatlon prowde a grant or other a55 stance to an offlcer, dlrector, trustee, key employee, substantlal contrlbutor or employee thereof, a grant selectlon commlttee member, or to a 35% controlled entlty or famlly member 27 No of any of these persons? If "Yes, " complete Schedule L, Part III . . . . ª 28 Was the organlzatlon a party to a busmess transactlon Wlth one of the followmg partles (see Schedule L, Part IV Instructlons for appllcable flllng thresholds, condltlons, and exceptlons) a A current or former offlcer, dlrector, trustee, or key employee? If "Yes," complete Schedule L, & Part IV . . . . . . . . . . . . . . . . . . . . . . . . .al 283 NO b A famlly member of a current or former offlcer, dlrector, trustee, or key employee? If "Yes, " complete Schedule L, Part IV "Sol 28h No c An entlty of whlch a current or former offlcer, dlrector, trustee, or key employee (or a famlly member thereof) was an Y offlcer, dlrector, trustee, or dlrect or nd rect owner? If "Yes, " complete Schedule L, Part IV . * 28c es 29 Did the organlzatlon recelve more than $25,000 Il'l non-cash contrlbutlons? If "Yes," complete Schedule M . 29 No 30 Dld the organlzatlon recelve contrlbutlons of art, hlstorlcal treasures, or other slmllar assets, or quallfled conservatlon contrlbutlons? If "Yes, " complete Schedule M 30 Nº 31 Did the organlzatlon IIqUIdate, termlnate, or dlssolve and cease operatlons? If "Yes," complete Schedule N, PartI . N 31 º 32 Dld the organlzatlon sell, exchange, dlspose of, or transfer more than 25% of ts net assets? If "Yes, " complete Schedule N, Part II 32 Nº 33 Did the organlzatlon own 100% of an entlty dlsregarded as separate from the organlzatlon under Regulatlons sectlons N 301 7701- 2 and 301 7701- 3? If "Yes," complete Schedule R, PartI * 33 º 34 Was the organlzatlon related to any tax- -exempt or taxable entlty? If "Yes,' complete Schedule R, Part II, III, or IV, and Part V, line 1 .A 34 Yes 35ª Did the organlzatlon have a controlled entlty Wlthln the meanlng of sectlon 512(b)(13)? 35ª Yes b If 'Yes' to Ilne 35a, dld the organlzatlon recelve any payment from or engage ln any transactlon Wlth a controlled entlty 35h N Wlthln the meanlng of sectlon 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ª º 36 Section 501(c)(3) organizations. DICl the organlzatlon make any transfers to an exempt non-charltable related organlzatlon? If "Yes, " complete Schedule R, Part V, line 2 36 37 Dld the organlzatlon conduct more than 5% of lts actlwtles through an entlty that IS not a related organlzatlon and that N IS treated as a partnershlp for federal Income tax purposes? If "Yes, " complete Schedule R, Part VI 37 º 38 Did the organlzatlon complete Schedule 0 and prowde explanatlons ln Schedule 0 for Part VI, I nes 11b and 19? Note. All Form 990 fllers are reqUIred to complete Schedule O 38 Yes Form 990 (2017) Form 990 (2017) Page 5 Statements Regarding Other IRS Filings and Tax Compliance Check If Schedule O contam a response or note to any Me In thIs Part V . 1a b (: 2a 3a 4a 5a 9a 10 11 12a 13 14a Yes No Enter the number reported In Box 3 of Form 1096 Enter -0- If not applIcable . . la 12 Enter the number of Forms W-ZG Included In line 1a Enter -0- If not applicable II) 0 Did the organizatIon comply With backup Withholding rules for reportable payments to vendors and reportable gaming (gambling) WinnIngs to prIze Winners? 1c Yes Enter the number of employees reported on Form W-3, TransmIttal of Wage and Tax Statements, filed for the calendar year ending WIth or WIthIn the year covered by thIsreturn.................. 2a 3 If at least one IS reported on line 2a, dId the organIzatIon fIle all reqUIred federal employment tax returns? 2h Yes Note.If the sum of lines 1a and 2a Is greater than 250, you may be reqUIred to e-fIle (see InstructIons) Did the organizatIon have unrelated busmess gross Income of $1,000 or more during the year? 3a No If “Yes," has It fIled a Form 990-T for thIs year?If "No” to Me 3b, prowa'e an exp/anatlon In Schedule O 3!) At any time during the calendar year, did the organizatIon have an Interest In, or a SIgnature or other authorIty over, a finanCIal account In a foreign country (such as a bank account, securItIes account, or other fInanCIal account)? 4a No If "Yes," enter the name of the foreign country > See Instructions for fIIIng reqUIrements for FInCEN Form 114, Report of Foreign Bank and FinanCIal Accounts (FBAR) Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? 5a No Did any taxable party notIfy the organization that It was or IS a party to a prohibited tax shelter transaction? 5b No If "Yes," to lIne 5a or Sb, did the organIzatIon fIle Form 8886-T? 5c Does the organizatIon have annual gross receIpts that are normally greater than $100,000, and did the organization 6a Yes solIcIt any contributions that were not tax deducthle as charItable contributions? If "Yes," dId the organIzatIon Include WIth every soIICItatIon an express statement that such contrIbutIons or ngts were not tax deducthle? . . . . . . . . . . . . . 6h Yes Organizations that may receive deductible contributions under section 170(c). Did the organizatIon receive a payment In excess of $75 made partly as a contribution and partly for goods and serVIces 7a No prowded to the payor? If "Yes," dId the organIzatIon notIfy the donor of the value of the goods or serVIces prOVIded? 7b Did the organizatIon sell, exchange, or otherWIse dIspose of tangible personal property for which It was reqUIred to fIle Form8282? 7c No If "Yes," Indicate the number of Forms 8282 fIled during the year . . . . 7d Did the organizatIon receive any funds, directly or IndIrectly, to pay premiums on a personal benefIt contract? 7e Did the organizatIon, during the year, pay premiums, dIrectly or IndIrectly, on a personal benefit contract? 7f If the organization received a contrIbutIon of qualified Intellectual property, did the organization fIle Form 8899 as reqUIred? . . . . . . 79 If the organization received a contrIbutIon of cars, boats, airplanes, or other vehIcles, dId the organizatIon file a Form 1098-C? 7h Sponsoring organizations maintaining donor advised funds. Did a donor adVIsed fund maIntaIned by the sponsorIng organIzatIon have excess busmess holdIngs at any tIme durIng the year? 8 Did the sponsorIng organIzatIon make any taxable dIstrIbutIons under section 4966? 9a Did the sponsorIng organIzatIon make a dIstrIbutIon to a donor, donor adVIsor, or related person? 9b Section 501(c)(7) organizations. Enter InItIatIon fees and capItal contrIbutIons Included on Part VIII, line 12 . . . 10a Gross receIpts, Included on Form 990, Part VIII, line 12, for public use of club facIlItIes 10h Section 501(c)(12) organizations. Enter Gross Income from members or shareholders . . . . . . . . . 11a Gross Income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them ) . . . . . . . . . . 11b Section 4947(a)(1) non-exempt charitable trusts. Is the organizatIon fIIIng Form 990 In lIeu of Form 1041? 12a If "Yes," enter the amount of tax-exempt Interest received or accrued durIng the year 12b Section 501(c)(29) qualified nonprofit health insurance issuers. Is the organization lIcensed to Issue qualified health plans In more than one state?Note. See the InstructIons for addItIonal InformatIon the organIzatIon must report on Schedule 0 13a Enter the amount of reserves the organization Is reqUIred to maintaIn by the states In which the organIzatIon Is licensed to Issue qualIerd health plans . . . . 13h Enter the amount of reserves on hand . . . . . . . . . . . . 13c Did the organizatIon receive any payments for Indoor tannIng serVIces durIng the tax year? 14a No If "Yes," has It fIled a Form 720 to report these payments?1'f"No,"prov1de an exp/anatlon In Schedule O . 14b Form 990 (2017) Form 990 (2017) Page 6 m Governance, Management, and DisclosureFor each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the Circumstances, processes, or changes in Schedule O See instructions Check if Schedule O contains a response or note to any line in this Part VI . . . . . . . . . . . . . . Section A. Governing Body and Management Yes No 1a Enter the number of voting members of the governing body at the end of the tax year la 3 If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or Similar committee, explain in Schedule 0 b Enter the number of voting members included in line 1a, above, who are independent II) 0 2 Did any officer, director, trustee, or key employee have a family relationship or a busmess relationship With any other officer, director, trustee, or key employee? . . . . . . . . . . . . . . . . . 2 No 3 Did the organization delegate control over management duties customarily performed by or under the direct superVI5ion 3 No of officers, directors or trustees, or key employees to a management company or other person? 4 Did the organization make any significant changes to its governing documents Since the prior Form 990 was filed? . . . . . No 5 Did the organization become aware during the year of a Significant diver5ion of the organization's assets? . 5 No Did the organization have members or stockholders? . . . . . . . . . . . . . . . . 6 No 7a Did the organization have members, stockholders, or other persons who had the power to elect or appomt one or more membersofthegoverningbody? . . . . . . . . . . . . . . . . . . . . 7a No b Are any governance deCI5ions of the organization reserved to (or subject to approval by) members, stockholders, or 7b No persons other than the governing body? . . . . . . 8 Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the followmg Thegoverningbody'º....................... 8aYes Each committee With authority to act on behalf of the governing body? . . . . . . . . . . . . Bb No 9 Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization's mailing address? If ”Yes," provrde the names and addresses ln Schedule O . . . . . . . 9 No Section B. Policies (This Section B requests information about poliCies not reqUired by the Internal Revenue Code.) Yes No 10a Did the organization have local chapters, branches, or affiliates? . . . . . . . . . . . . 10a No b If "Yes," did the organization have written poliaes and procedures governing the actiwties of such chapters, affiliates, and branches to ensure their operations are con5istent With the organization's exempt purposes? 10h 11a Has the organization prowded a complete copy of this Form 990 to all members of its governing body before filing the form")............................11aYes b Describe in Schedule 0 the process, if any, used by the organization to reVIew this Form 990 12a Did the organization have a written conflict of interest policy? If "No," go to line 13 . . . . . . . 12a Yes b Were officers, directors, or trustees, and key employees reqUIred to disclose annually interests that could give rise to conflicts?.......................... 12bYes c Did the organization regularly and conSistently monitor and enforce compliance With the policy? If "Yes," describe in ScheduleOhowthiswasdone . . . . . . . . . . . . . . . . . . . 12c Yes 13 Did the organization have a written whistIeblower policy? . . . . . . . . . . . . . . . 13 No 14 Did the organization have a written document retention and destruction policy? . . . . . . . . . 14 No 15 Did the process for determining compensation of the followmg persons include a reVIew and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and deCI5ion7 The organization's CEO, Executive Director, or top management offICIal . . . . . . . . . . . 15a No Other officers or key employees of the organization . . . . . . . . . . . . . . . . 15h No If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions) 16a Did the organization invest in, contribute assets to, or partICIpate in a Jºint venture or Similar arrangement With a taxableentityduringtheyear? . . . . . . . . . . . . . . . . . . . . . . 16a No b If "Yes," did the organization follow a written policy or procedure reqUIring the organization to evaluate its partICIpation in Jºint venture arrangements under applicable federal tax law, and take steps to safeguard the organization's exempt status With respect to such arrangements? . . . . . . . . . . . . 16b Section C. Disclosure 17 List the States With which a copy of this Form 990 is reqUIred to be filedr 18 Section 6104 reqUIres an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection Indicate how you made these available Check all that apply l:l Own webSIte l:l Another's webSite Upon request l:l Other (explain in Schedule O) 19 Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and finanCIal statements available to the public during the tax year 20 State the name, address, and telephone number of the person who possesses the organization's books and records PPERKINS COIE LLP 700 13TH STREET STE 600 NW WASHINGTON, DC 20005 (202) 654-1740 Form 990 (2017) Form 990 (2017) Page 7 Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors Check If Schedule O contalns a response or note to any Ilne ln thls Part VII . . . . . . . . . l:l Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 1a Complete thls table for all persons reqUIred to be Ilsted Report compensatlon for the calendar year endlng Wlth or Wlthln the organlzatlon's tax year . L st all of the organlzatlon's current offlcers, dlrectors, trustees (whether IndIVIduaIs or organlzatlons), regardless of amount of compensatlon Enter -0- In columns (D), (E), and (F) F no compensatlon was pald . Llst all of the organlzatlon's current key employees, F any See Instructlons for deflnltlon of "key employee " . Llst the organlzatlon's flve current hlghest compensated employees (other than an offlcer, dlrector, trustee or key employee) who recelved reportable compensatlon (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organlzatlon and any related organlzatlons . Llst all of the organlzatlon's former offlcers, key employees, or hlghest compensated employees who recelved more than $100,000 of reportable compensatlon from the organlzatlon and any related organlzatlons . Llst all of the organlzatlon's former directors or trustees that recelved, In the capaCIty as a former dlrector or trustee of the organlzatlon, more than $10,000 of reportable compensatlon from the organlzatlon and any related organlzatlons Llst persons In the Followmg order InClIVIdLlal trustees or dlrectors, Instltutlonal trustees, offlcers, key employees, hlghest compensated employees, and former such persons El Check thls box If nelther the organlzatlon nor any related organlzatlon compensated any current offlcer, dlrector, or trustee (A) (B) (C) (D) (E) (F) Name and T t e Average P05 t on (do not check more Reportable Reportable Estlmated hours per than one box, unless person compensatlon compensatlon amount of other week (llst IS both an offlcer and a from the from related compensatlon any hours dlrector/trustee) organlzatlon organlzatlons from the for related ,, __ ª, ,t 3 (W- 2/1099- (W- 2/1099- organlzatlon and '- : — ' ' _ ".“ organlzatlons ? .:, : ª _;t; 35, «___- MISC) MISC) related below dotted 'É E ª;, ? ,,, E:- E 3 organlzatlons Ilne) Rg— g "aªa-r_- 3 'P- C' Tzl É: Q * É a (,o :l :D É ff? : E: -I' ';“. 6 ir B .]“. "£“ H. (1) REBECCA LAMBE 15 ºº ............................................................................... X X 90,000 90,000 0 PRESIDENT 15 10 (2) JB POERSCH 15 ºº ....................................................................................... x x 0 166,965 6,112 TREASURER 22 85 (3) SUSAN MCCUE 15 ºº ............................................................................... X 0 0 0 DIRECTOR 25 60 (4) ANGELIQUE HARRIS ªº ºº ....................................................................................... )( 74,414 74,414 0 CHIEF OPERATING OFFICER 20 00 (5) KAREN HANcox º lº ....................................................................................... )( 37,500 147,153 0 NATIONAL FINANCE DIRECTOR 31 90 Form 990 (2017) Form 990 (2017) Page 8 m Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued) (A) (B) (C) (D) (E) (F) Name and T tIe Average P05 t on (do not check more Reportable Reportable Estlmated hours per than one box, unless person compensatlon compensatlon amount of other week (Ilst IS both an offlcer and a from the from related compensatlon any hours dlrector/trustee) organlzatlon (W- organlzatlons (W- from the for related - __ , , ,,, I 2/1099-MISC) 2/1099-MISC) organlzatlon and _) : _ I — :" organlzatlons *_* ._1 13 ª _; 3 ,E, -___- related below dotted % ª “à ? ,E, E- :? 3 organlzatlons ne) 'É 'É E " 3 "' 23 º =— o .? TJ ªº - _) _ _ -_— It' '.) * ,. 5 .'-' ':“ : — ” 3 EE :* TB % ET : º .1. :? z.; .; % l_'. 1bSub-Total................> c Total from continuation sheets to Part VII, Section A . . . . > d Total (add lines 1b and 1c) . . . . . . . . . . . > 201,914 478,532 6,112 2 Total number of nd V dua s (Includlng but not I m ted to those Ilsted above) who recelved more than $100,000 of reportable compensatlon from the organlzatlon > 0 Yes No 3 Dld the organlzatlon st any former offlcer, dlrector or trustee, key employee, or hlghest compensated employee on Ilne 1a? If "Yes," complete Schedule J for such mdw/dual . . . . . . . . . . . . . . 3 No 4 For any IndIVIdual Ilsted on Ilne la, 5 the sum of reportable compensatlon and other compensatlon from the organlzatlon and related organlzatlons greater than $150,0007 If "Yes, " complete Schedule ] for such fndrwdual...........................4Ye5 5 Dld any person Ilsted on Ilne 1a recelve or accrue compensatlon from any unrelated organlzatlon or IndIVIduaI for serVIces rendered to the organlzatlon7If ”Yes," complete Schedule ] for such person . . . . . . . . 5 No Section B. Independent Contractors 1 Complete thls table for your flve hlghest Cºmpensated Independent contractors that recelved more than $100,000 of compensatlon from the organlzatlon Report compensatlon for the calendar year endlng Wlth or Wlthln the organlzatlon's tax year A) (B) (C) Name and busmess address Descrlptlon of serwces Compensatlon WATERFRONT STRATEGIES MEDIA BUYING AND CONSULTING 1,383,566 3050 K STREET NW SUITE 100 WASHINGTON, DC 20007 BULLY PULPIT MEDIA BUYING SERVICES 127,747 1445 NEW YORK AVENUE 5TH FLOOR WASHINGTON, DC 20005 2 Total number of Independent contractors (Includlng but not Ilmlted to those Ilsted above) who recelved more than $100,000 of compensatlon from the organlzatlon P 2 Form 990 (2017) Form 990 (2017) M Statement of Revenue Check IF Schedule O contam a response or note to any Me In thIs Part VIII Page 9 El (A) (B) (C) (D) Total revenue Related or Unrelated Revenue exempt busmess excluded from FunctIon revenue tax under sectIons revenue 512-514 1a Federated campaIgns 1a I £; £ : g h Membershlp dues 1b E o O E c Fundralsmg events . 1c É É d Related organIzatIons 1d (D = e Government grants (contrIbutIons) 1e “' E = E; f All other contrIbutIons, ngts, grants, º _ and SImIIar amounts not Included 1f 27,607,978 .: ª above :: : "= "' g Noncash contrIbutIons Included : 0 In Ines 1a-1f $ : B 8 g h TotaI.Add IInes 1a-1F . . . . . . . P 27 607 978 :, Busmess Code : I: 2a ª» > & b 3 E c & d É e 5 f AII other program serVIce revenue O & 9TotaI.Add Ines 2a—2f . . . . P 3 Investment Income (IncludIng dIVIdends, Interest, and other SImIIar amounts) P 4 Income from Investment of tax-exempt bond proceeds > 5 RoyaItIes > ( ) Real (II) Personal 6a Gross rents b Less rental expenses c Rental Income or (loss) d Net rental Income or (loss) , (I) SecurItIes (II) Other 7a Gross amount from sales of assets other than Inventory b Less cost or other baSIS and sales expenses C GaIn or (loss) d Net gaIn or (loss) . , 8a Gross Income from fundraISIng events :» (not IncludIng $ of : contrIbutIons reported on Me lc) É See Part IV, IIne 18 . . . . a &, b Less dIrect expenses . . . b ª (: Net Income or (loss) from fundraIsmg events , 5 9a Gross Income from gamIng actIVItIes O See Part IV, lIne 19 a b Less dIrect expenses . . . b c Net Income or (loss) from gamIng actIVItIes , 10aGross sales of Inventory, less returns and aIIowances a b Less cost of goods sold . . b C Net Income or (loss) from sales of Inventory > MIsceIIaneous Revenue Busmess Code 11a b c d All other revenue eTotaI. Add IInes lia—11d P 12 Total revenue. See InstructIons , 27,607,978 0 0 Form 990 (2017) Form 990 (2017) Page 10 Statement of Functional Expenses Section 501(c)(3) and 501(c)(4) organizations must complete all columns All other organizations must complete column (A) Check if Schedule O contains a response or note to an line in this Part IX Do 7b, 1 not include amounts reported on lines 6h, 8h, 9h, and 10h of Part VIII. Grants and other a55 stance to domestic organizations and domestic governments See Part IV, line 21 Grants and other a55 stance to domestic indiwduals See Part IV, line 22 Grants and other a55 stance to foreign organizations, foreign governments, and foreign indiwduals See Part IV, line 15 and 16 4 Benefits paid to or for members 9 10 11 Compensation of current officers, directors, trustees, and key employees Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) . . Other salaries and wages Pen5 on plan accruals and contributions (include section 401 (k) and 403(b) employer contributions) Other employee benefits Payroll taxes Fees for serVIces (non-employees) a Management b Legal c Accounting d Lobbying e Profe55ional fundraismg serwces See Part IV, line 17 f Investment management fees g Other (If line 119 amount exceeds 10% of line 25, column 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 (A) amount, list line 119 expenses on Schedule O) Advertismg and promotion Office expenses Information technology Royalties Occupancy Travel Payments of travel or entertainment expenses for any federal, state, or local public offICIals Conferences, conventions, and meetings Interest Payments to affiliates DepreCIation, depletion, and amortization Insurance Other expenses Itemize expenses not covered above (List miscellaneous expenses in line 24e If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O ) a MEDIA BUYS AND PRODUCTI (A) Total ex penses (B) Program se rVIce expenses (C) Management and general expenses (D) Fundraismgexpenses 6,379,888 6,379,888 595,195 505,195 90,000 556,858 556,858 9,478 9,478 27,988 27,988 88,544 88,544 8,385 8,385 252,503 252,503 103,443 98,182 5,261 20,920 20,920 17,170 17,170 22,616 22,616 1,657,084 1,657,084 b C d e All other expenses Total functional expenses. Add lines 1 through 24e 9,740,072 8,135,154 1,262,415 342,503 Joint costs. Complete this line only if the organization reported in column (B) _]Olnl: costs from a combined educational campaign and fundraismg soIICItation Check here > l:l if followmg SOP 98-2 (ASC 958-720) Form 990 (2017) Form 990 (2017) & Balance Sheet Page 11 Check if Schedule O contains a response or note to any line in this Part IX El (A) (B) Beginning of year End of year 1 Cash—non-interest-bearing 2005493 1 “lº-8731403 2 Sayings and temporary cash investments 2 3 Pledges and grants receivable, net 3 4 Accounts receivable, net 4 5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees Complete Part 5 IIofScheduleL . . . . . . . . . . . 6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) 6 voluntary employees' benefiaary organizations (see instructions) Complete cn Part II of Schedule L . 'a' 7 Notes and loans receivable, net 7 & Inventories for sale or use < Prepaid expenses and deferred charges 9 10a Land, bUIldlngS, and eqUIpment cost or other ba5is Complete Part VI of Schedule D 103 b Less accumulated depreCIation 10h 10c 11 Investments—publicly traded securities 11 12 Investments—other securities See Part IV, line 11 12 13 Investments—program-related See Part IV, line 11 13 14 Intangible assets 14 15 Other assets See Part IV, line 11 15 16 Total assets.Add lines 1 through 15 (must equal line 34) 2.005,498 16 19.873.403 17 Accounts payable and accrued expenses 17 0 18 Grants payable 18 19 Deferred revenue 19 20 Tax-exempt bond liabilities 20 c,. 21 Escrow or custodial account liability Complete Part IV of Schedule D 21 'º 22 Loans and other payables to current and former officers, directors, trustees, .= : key employees, highest compensated employees, and disqualified A cc persons Complete Part II of Schedule L 22 'I 23 Secured mortgages and notes payable to unrelated third parties 23 24 Unsecured notes and loans payable to unrelated third parties 24 25 Other liabilities (including federal income tax, payables to related third parties, 25 and other liabilities not included on lines 17-24) Complete Part X of Schedule D 26 Total Iiabilíties.Add lines 17 through 25 0 26 0 É Organizations that follow SFAS 117 (ASC 958), check here > and 9 complete lines 27 through 29, and lines 33 and 34. E 27 Unrestricted net assets 27 19.873,403 % 28 Temporarily restricted net assets 28 E 29 Permanently restricted net assets 29 & Organizations that do not follow SFAS 117 (ASC 958), 5 check here P l:l and complete lines 30 through 34. m 30 Capital stock or trust principal, or current funds . 3.595.285 30 às 31 Paid-in or capital surplus, or land, bUIlClll'lg or eqUIpment fund 31 à 32 Retained earnings, endowment, accumulated income, or other funds 4589787 32 “G',“ 33 Total net assets or fund balances 2005.4938 33 151873403 2 34 Total liabilities and net assets/fund balances 2005498 34 19,873,403 Form 990 (2017) Form 990 (2017) m Reconcilliation of Net Assets Page 12 Check If Schedule O contains a response or note to any Ine In this Part XI El DDNQWDWNH 10 Total revenue (must equal Part VIII, column (A), Um 12) 1 27,607,978 Total expenses (must equal Part IX, column (A), lIne 25) 2 9,740,072 Revenue less expenses Subtract line 2 from lIne 1 3 17,867,906 Net assets or fund balances at begInnIng of year (must equal Part X, line 33, column (A)) 4 2,005,498 Net unrealIzed gains (losses) on Investments 5 Donated serVIces and use of faCIIItIes 6 Investment expenses 7 PrIor period adjustments 8 Other changes In net assets or fund balances (explaIn In Schedule O) 9 0 Net assets or fund balances at end of year CombIne lInes 3 through 9 (must equal Part X, line 33, column (B)) 10 19,873,403 m Financial Statements and Reporting Check If Schedule O contains a response or note to any Ine In this Part XII 2a 3a Accounting method used to prepare the Form 990 Cash l:l Accrual l:l Other If the organization changed Its method of accounting from a prior year or checked "Other," explaIn In Schedule O Were the organIzatIon's finanCIal statements comleed or reVIewed by an Independent accountant'º If 'Yes,' check a box below to Indicate whether the finanCIal statements for the year were compiled or reVIewed on a separate baSIS, consolIdated baSIS, or both l:l Separate baSIS l:l ConsolIdated baSIS l:l Both consolidated and separate ba5Is Were the organIzatIon's finanCIal statements audited by an Independent accountant'º If 'Yes,' check a box below to Indicate whether the finanCIal statements for the year were audIted on a separate baSIS, consolIdated baSIS, or both l:l Separate ba5Is l:l ConsolIdated baSIs l:l Both consolidated and separate basis If "Yes," to lIne 2a or 2b, does the organIzatIon have a committee that assumes responSIbIlIty for overSIght of the audIt, reVIew, or compilation of Its fInanCIal statements and selectIon of an Independent accountant'º If the organization changed either Its overSIght process or selection process durIng the tax year, explaIn In Schedule 0 As a result of a federal award, was the organizatIon reqUIred to undergo an audIt or audIts as set forth In the SIngle Audit Act and OMB Circular A-133? If "Yes," dId the organIzatIon undergo the reqUIred audIt or audIts'º If the organIzatIon did not undergo the reqUIred audIt or audIts, explaIn why In Schedule 0 and describe any steps taken to undergo such audits Yes No 2a No 2b No 2c 3a No 3b Form 990 (2017) Additional Data Software ID: Software Version: EIN: 47-4368320 Name: MAJORITY FORWARD Form 990 (2017) Form 990, Part III, Line 4a: THE ORGANIZATION CONDUCTED ACTIVITIES PROMOTING PROGRESSIVE POLICIES Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN: 93493105013669 SCHEDULE c Political Campaign and Lobbying Activities M g;)rm 99" or 990- For Organlzations Exempt From Income Tax Under section 501(c) and section 527 2 O 1 7 PCompIete if the organization is described below. >Attach to Form 990 or Form 990-EZ. Open to Public PInformation about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov[form990. If the organizatlon answered "Yes" on Form 990, Part IV, Llne 3, or Form 990-EZ, Part V, line 46 (Polltical Campalgn Activities), then . Sectlon 501(c)(3) organlzatlons Complete Parts I-A and B Do not complete Part l-C . Sectlon 501(c) (other than sectlon 501(c)(3)) organlzatlons Complete Parts I-A and C below Do not complete Part I-B . Sectlon 527 organlzatlons Complete Part I-A only If the organizatlon answered "Yes" on Form 990, Part IV, Llne 4, or Form 990-EZ, Part VI, Ilne 47 (Lobbying Actlvitles), then . Sectlon 501(c)(3) organlzatlons that have f led Form 5768 (electlon under sectlon 501(h)) Complete Part II-A Do not complete Part I-B . Sectlon 501(c)(3) organlzatlons that have NOT flled Form 5768 (electlon under sectlon 501(h)) Complete Part II-B Do not complete Part II-A If the organizatlon answered "Yes" on Form 990, Part IV, Llne 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate Instructlons), then . Sectlon 501(c)(4), (5), or (6) organlzatlons Complete Part III Name of the organlzatlon MAJORITY FORWARD Department of the Trensun Inspection Inlemnl Rex cnuc Sen lce Employer identification number 47-4368320 m Complete if the organization is exempt under section 501(c) or is a section 527 organization. 1 Prowde a descrlptlon of the organlzatlon's dlrect and Indlrect polltlcal campalgn actIVItles ln Part IV (see Instructlons for deflnltlon of “polltlcal campalgn actIVItles") 2 Polltlcal campalgn actIVIty expendltures (see Instructlons) > $ 1,891,348 3 Volunteer hours for polltlcal campalgn actIVItles (see Instructlons) Part I-B Complete if the organization is exempt under section 501(c)(3). 1 Enter the amount of any eXCIse tax Incurred by the organlzatlon under sectlon 4955 > $ 2 Enter the amount of any eXCIse tax Incurred by organlzatlon managers under sectlon 4955 > $ 3 If the organlzatlon Incurred a sectlon 4955 tax, dld t f le Form 4720 for th s year? [ Yes [ No 4a Was a correctlon made? [ Yes [ No b If "Yes," descrlbe n Part IV Complete if the organization is exempt under section 501(c), except section 501(c)(3). 1 Enter the amount dlrectly expended by the flllng organlzatlon for sectlon 527 exempt functlon actIVItles P $ 1,277,348 Enter the amount of the f l ng organlzatlon's funds contrlbuted to other organlzatlons for sectlon 527 exempt functlon actIVItles > $ 614,000 Total exempt functlon expendltures Add Ilnes 1 and 2 Enter here and on Form 1120-POL, Ilne 17b P $ 1,891,348 4 Did the flllng organlzatlon flle Form 1120-POL for thls year? :) Yes No 5 Enter the names, addresses and employer Identlflcatlon number (EIN) of all sectlon 527 polltlcal organlzatlons to whlch the flllng organlzatlon made payments For each organlzatlon sted, enter the amount pald from the f I ng organlzatlon's funds Also enter the amount of polltlcal contrlbutlons recelved that were promptly and dlrectly dellvered to a separate polltlcal organlzatlon, such as a separate segregated fund or a polltlcal actlon commlttee (PAC) If addltlonal space s needed, prowde Informatlon ln Part IV (a) Name (b) Address (c) EIN (d) Amount pald from (e) Amount of polltlcal flllng organlzatlon's contrlbutlons recelved funds If none, enter and promptly and -0- dlrectly dellvered to a separate polltlcal organlzatlon If none, enter -0- (1) BLACK PAC 209 ADAM CLAYTON POWELL JR BLVD 81-1460820 614,000 0 S NEW YORK, NY 10027 2 3 4 5 6 For Paperwork Reduction Act Notlce, see the Instructlons for Form 990 or 990-EZ. Cat No 500845 Schedule C (Form 990 or 990-EZ) 2017 Schedule C (Form 990 or 990-EZ) 2017 m Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)). Page 2 A Check > l:l F the Flllng organlzatlon belongs to an afflllated group (and Ilst n Part IV each afflllated group member's name, address, EIN, B Check > El If the flllng organlzatlon checked box A and "llmlted control" prowswns apply expenses, and share of excess Iobbylng expendltures) Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.) (a) F I ng organlzatlon's totals (b) Afflllated group totals 1a Total Iobbylng expendltures to Influence publlc oplnlon (grass roots Iobbylng) b Total lobbylng expendltures to Influence a leglslatlve body (dlrect lobbylng) c Total Iobbylng expendltures (add Ilnes 1a and lb) d Other exempt purpose expendltures e Total exempt purpose expendltures (add Ilnes 1c and 1d) f Lobbylng nontaxable amount Enter the amount from the Followmg table ln both columns If the amount on line 1e, column (a) or (b) is: The Iobbying nontaxable amount is: Not over $500,000 20% of the amount on Me 1e Over $500,000 but not over $1,000,000 $100,000 plus 15% of the excess over $500,000 Over $1,000,000 but not over $1,500,000 $175,000 plus 10% of the excess over $1,000,000 Over $1,500,000 but not over $17,000,000 $225,000 plus 5% of the excess over $1,500,000 Over $17,000,000 $1,000,000 g Grassroots nontaxable amount (enter 25% of Ilne 11“) h Subtract llne lg from Ilne 1a If zero or less, enter -0- i Subtract llne 1f from Ilne 1c If zero or less, enter -0- 1 If there Is an amount other than zero on elther Ilne 1h or l ne 1 , Clld the organlzatlon flle Form 4720 reportlng ] ] sectlon 4911 tax for thls year? Yes Nº 4-Year Averaging Period Under section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the separate instructions for lines 2a through 2f.) Lobbying Expenditures During 4-Year Averaging Period Calendar year (or flscal year beglnnlng m) (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) Total 2a Lobbylng nontaxable amount b Lobbylng celllng amount (150% of llne 2a, column(e)) c Total Iobbylng expendltures d Grassroots nontaxable amount e Grassroots celllng amount (150% of llne 2d, column (e)) f Grassroots lobbylng expendltures Schedule C (Form 990 or 990-EZ) 2017 Schedule C (Form 990 or 990-EZ) 2017 Part II-B Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)). Page 3 For each "Yes" response on lines 1a through 11 below, prov1de m Part IV a detailed description of the Iobbymg actfwty (ª) (b) Yes Amount 1 :'D-“(DD.nU'N 2a Durlng the year, d d the flllng organlzatlon attempt to Influence forelgn, natlonal, state or local leglslatlon, Includlng any attempt to Influence pUbIIC oplnlon on a Ieglslatlve matter or referendum, through the use of Volunteers? Pald staff or management (Include compensatlon ln expenses reported on I nes 1c through ll)? Medla advertlsements7 Malllngs to members, Ieglslators, or the publlc? Publlcatlons, or publlshed or broadcast statements? Grants to other organlzatlons for Iobbymg purposes? Dlrect contact Wlth Ieglslators, thelr staffs, government offICIals, or a Ieglslatlve body? Rallles, demonstratlons, semlnars, conventlons, speeches, Iectures, or any 5 m ar means? Other actIVItles? Total Add I nes 1c through 1 Dld the actIVItles ln I ne 1 cause the organlzatlon to be not descnbed ln sectlon 501(c)(3)? If "Yes," enter the amount of any tax Incurred under sectlon 4912 If "Yes," enter the amount of any tax Incurred by organlzatlon managers under sectlon 4912 If the f I ng organlzatlon Incurred a sectlon 4912 tax, d d t f e Form 4720 for thls year? Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6). 1 2 3 Were substantlally all (90% or more) dues recelved nondeductlble by members? Did the organlzatlon make only n-house lobbylng expendltures of $2,000 or less? Dld the organlzatlon agree to carry over Iobbymg and polltlcal expendltures from the pr or year? Yes 1 2 3 Part III-B Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes." 5 Dues, assessments and 5 m Iar amounts from members Sectlon 162(e) nondeductlble lobbylng and polltlcal expendltures (do not include amounts of political expenses for which the section 527(f) tax was paid). Current year Carryover from last year Total Aggregate amount reported ln sectlon 6033(e)(1)(A) notlces of nondeductlble sectlon 162(e) dues If notlces were sent and the amount on I ne 2c exceeds the amount on I ne 3, what portlon of the excess does the organlzatlon agree to carryover to the reasonable estlmate of nondeductlble lobbylng and polltlcal expendlture next year? Taxable amount of lobbylng and polltlcal expendltures (see Instructlons) 1 Za 2b 2c m Supplemental Information Prowde the descrlptlons reqUIred for Part I-A, I ne 1, Part l-B, I ne 4, Part l-C, I ne 5, Part II-A (afflllated group llst), Part II-A, I nes 1 and 2 (see Instructlons), and Part II-B, I ne 1 Also, complete thIS part for any addltlonal Informatlon PART I-A, LINE 1 Return Reference Explanatlon VIEWS THE ORGANIZATION MADE EXPENDITURES FOR ISSUE ADVOCACY TO EDUCATE VOTERS OF CANDIDATES' Schedule C (Form 990 ar 990EZ) 2017 Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN:93493105013669 SCHEDULE G (Form 990 or 990-EZ) Department of the Trensun Supplemental Information Regarding Fundraising or Gaming Activities Complete If the organlzatlon answered "Yes" on Form 990, Part IV, Ilnes 17, 18, or 19, or if the Open to Public Internal Rex ªnªº Sºfªlª? .Informatlon about Schedule G (Form 990 or 990-EZ) and its Instructlons ls at www1rs gov/form990. InspeCt'on organlzatlon entered more than 515,000 on Form 990-EZ, Ilne 6a PAttach to Form 990 or Form 990-EZ. OMB No 1545-0047 2017 Name of the organlzatlon MAJORITY FORWARD Employer identification number 47-4368320 & Fundraising Activities.Complete If the organization answered "Yes" on Form 990, Part IV, line 17. Form 990-EZ filers are not reqUIred to complete this part. 1 Indlcate whether the organlzatlon ralsed funds through any of the followmg actIVItles Check all that apply a ] Mall sollcrcatlons e ] SoIICItatlon of non-government grants b ] Internet and emall soIICItatlons f ] SoIICItatlon of government grants c ] Phone SOIICItatlonS d In-person soIICItatlons 9 ] SpeCIaI fundralsmg events 2a Dld the organlzatlon have a wrltten or oral agreement Wlth any IndIVIdual (Includlng offlcers, dlrectors, trustees or key employees Ilsted ln Form 990, Part VII) or entlty Il'l connectlon Wlth professmnal fundralsmg serwces? Yes I] No b If "Yes," St the ten hlghest pald IndIVIduals or entltles (fundralsers) pursuant to agreements under whlch the fundralser IS to be compensated at least $5,000 by the organlzatlon (í) Name and address of nd V dua (ii) Actlwty (iii) Dld (iv) Gross reCEIptS (v) Amount pald to (ví) Amount pald to or entlty (fundralser) tundralser have from actlwty (or retalned by) (or retalned by) CUStºdV or fundralser Ilsted Il'l organlzatlon control of col (i) contrlbutlons? Yes No LARGE DONOR CORNERSTONE STRATEGIC SERVICES 57 NE 93RD STREET Nº O 50'000 -SO'OOO MIAMI SHORES, FL 33138 LARGE DONOR FULKERSON KENNEDY & COMPANY 660 PENNSYLVANIA AVE SE No 0 82,500 -82,500 SUITE 201 WASHINGTON, DC 20003 LORI LAFAVE LARGE DONOR 220 E JEFFERSON ST No 0 52,000 _52'000 FALLS CHURCH, VA 22046 LARGE DONOR MESSAGE GLOBAL LLC 641 S STREET NW 3RD FLOOR No 0 90,000 -90,000 WASHINGTON, DC 20001 LARGE DONOR RUE GROUP LLC 23360 MALLARD CT No 0 6,250 -6,250 DEER PARK, IL 60010 LARGE DONOR SOUND VIEW STRATEGIES LLC 603 STEWART STREET 819 No 0 40,000 -40,000 SEA'I'I'LE, WA 89101 LARGE DONOR TRACEY BUCKMAN & ASSOCIATES 2311 CREEK DRIVE Nº O 15'ººº "15'ººº ALEXANDRIA, VA 22308 Total P 335,750 -335,750 3 Llst all states n WhICh the organlzatlon IS reglstered or Ilcensed to soIICIt contrlbutlons or has been notlfled It Is exempt from reglstratlon or llcensmg For Paperwork Reduction Act Notlce, see the Instructlons for Form 990 or 990-EZ. Cat No 50083H Schedule G (Form 990 or 990-EZ) 2017 Schedule G (Form 990 or 990-EZ) 2017 Page 2 m Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraiSing event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events With gross receipts greater than $5,000. (a)Event #1 (b) Event #2 (c)0ther events (d) Total events (add col (a) through (event type) (event type) (total number) col (c)) 9. E 0.) > O) Z 1 Gross receipts . 2 Less Contributions . 3 Gross income (line 1 minus line 2) 4 Cash prizes 5 Noncash prizes É É 5 Rent/Faculty costs 'L- 3- 7 Food and beverages 8 % Entertainment & 9 Other direct expenses 10 Direct expense summary Add lines 4 through 9 in column (d) . . . . . . . . . . P 11 Net Income summary Subtract line 10 from line 3, column (d) . . . . . . . . . . " Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, Iine 6a. GJ —- (b) Pull tabs/Instant (d) Total gaming (add % (ª) Bingo bingo/progresswe bingo (c) Other gaming col (a) through col (c)) > É 1 Gross revenue . cn % 2 Cash prizes C 3 3 Noncash prizes 8.5 É 4 Rent/Faculty costs 5 5 Other direct expenses [ Yes _______________ º. /9__ [ Yes _________________ ºf /9__ [ Yes _________________ ªi /9__ 6 Volunteer labor . . . . III No III No ] No 7 Direct expense summary Add lines 2 through 5 in column (d) . . . . . . . . . . P 3 Net gaming income summary Subtract line 7 from line 1, column (d). . . . . . . . . P 9 Enter the state(s) in which the organization conducts gaming actiwties a Is the organization licensed to conduct gaming actiwties in each of these states? ] Yes I] No If "No," explain 10a Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? ] Yes I] No b If "Yes," explain Schedule G (Form 990 or 990-EZ) 2017 Schedule G (Form 990 or 990-EZ) 2017 Page 3 11 12 15a Does the organization conduct gaming actiwties With nonmembers? ] Yes [ No Is the organization a grantor, benefICIary or trustee of a trust or a member of a partnership or other entity formed to administer charitable gaming? ] Yes I] No Indicate the percentage of gaming actiwty conducted in The organization's faCIIity 13a 0/0 An out5ide faCIlity 13b % Enter the name and address of the person who prepares the organization's gaming/speCIaI events books and records Name P Address P Does the organization have a contract With a third party from whom the organization receives gaming revenue? lZlYes lZlNo If "Yes," enter the amount of gaming revenue received by the organization P $ and the amount of gaming revenue retained by the third party P $ If "Yes," enter name and address of the third party Name P Address " Gaming manager information Name P Gaming manager compensation P $ Description of serVIces prowded P El Director/officer El Employee l:l Independent contractor Mandatory distributions Is the organization required under state Iaw to make charitable distributions from the gaming proceeds to retain the state gaming license? ] Yes I] No Enter the amount of distributions reqUIred under state Iaw distributed to other exempt organizations or spent in the organization's own exempt actiwties during the tax year P $ Supplemental Information. Prowde the explanations reqUired by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, %, 10h, 15h, 15c, 16, and 17b, as applicable. Also prowde any additional information (see instructions). Return Reference Explanation Schedule G (Form 990 or 990-EZ) 2017 Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN: 93493105013669 OMB No 1545-0047 fêgfâªàâã) Grants and Other Assistance to Organizations, Governments and Individuais in the United States 2017 Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22. Open to Public Department of the _ . AttªCh tº Form_ 990' _ _ _ Inspection Treasury P Informatlon about Schedule I (Form 990) and lts Instructlons ls at www.rrs.gov[form990. Internal Revenue Serwce Name of the organlzatlon Employer Identlficatlon number MAJORITY FORWARD 47-4368320 m General Information on Grants and Assistance 1 Does the organlzatlon malntaln records to substantlate the amount of the grants or assstance, the grantees' ellglblllty for the grants or asastance, and the selectlon crlterla used to award the grants or asslstance? . . . . . . . . . . . . . . . . . . . . . . . . Yes [ No 2 Descrlbe n Part IV the organlzatlon's procedures for monltorlng the use of grant funds In the Unlted States m Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete If the organlzatlon answered "Yes" on Form 990, Part IV, Ilne 21, for any reCIplent that recelved more than $5,000 Part II can be dupllcated If addltlonal space IS needed (a) Name and address of (b) EIN (c) IRC sectlon (d) Amount of cash (e) Amount of non- (f) Method of valuatlon (g) Descrlptlon of (h) Purpose of grant organlzatlon (nª appllcable) grant cash (book, FMV, appralsal, noncash asastance or asslstance or government asslstance other) (1) See Addltlonal Data (2) (3) (4) (5) (6) (7) (8) (9) (10) (11) (12) 2 Enter total number of sectlon 501(c)(3) and government organlzatlons Ilsted In the Ilne ]. table . . . . . . . . . . . . . . . . . P 1 3 Enter total number of other organlzatlons Ilsted In the llne 1 table . P —5 For Paperwork Reduction Act Notlce, see the Instructlons for Form 990. Cat No 50055P Schedule I (Form 990) 2017 Schedule I (Form 990) 2017 m Grants and Other Assistance to Domestic Individuals. Complete F the organlzatlon answered "Yes" on Form 990, Part IV, Ilne 22 Part II] can be dupllcated If addltlonal space IS needed Page 2 (a) Type of grant or a55 stance (b) Number of reelplents (c) Amount of cash grant (d) Amount of noncash a55 stance (e) Method of valuatlon (book, FMV, appralsal, other) (f) Descrlptlon of noncash a55 stance m Supplemental Information. Prowde the Informatlon reqUIred m Part I, Ilne 2; Part III, column (b); and any other addltlonal Informatlon. Return Reference Explanation PART I, LINE 2 ORGANIZATION REPRESENTATIVES MONITOR THE USE OF GRANT FUNDS AND OBTAIN NECESSARY INFORMATION FROM THE GRANTEE ORGANIZATIONS DESCRIBING HOW THE FUNDS WERE SPENT, WHAT WAS ACCOMPLISHED AND WHAT ACTIVITIES WERE CONDUCTED WITH RESPECT TO GRANT PERFORMANCE Schedule I (Form 990) 2017 Additional Data Software ID: Software Version: EIN: Name: 47-4368320 MAJORITY FORWARD Form 990,5chedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organlzatlon or government (b) EIN (c) IRC sectlon F appllcable (d) Amount of cash grant (e) Amount of non- cash a55 stance (f) Method of valuatlon (book, FMV, appralsal, other) (g) Descrlptlon of non-cash a55 stance (h) Purpose of grant or a55 stance PRIORITIES USA 1718 M STREET NW WASHINGTON, DC 20036 45-2305224 501(C)(4) 22,000 GENERAL SUPPORT VOTEVETS ACTION FUND PO BOX 10031 PORTLAND, OR 97296 51-0596352 501(C)(4) 1,893,500 GENERAL SUPPORT Form 990,5chedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of (b) EIN (o) IRC sectlon (d) Amount of cash (e) Amount of non- (f) Method of valuatlon (g) Descrlptlon of (h) Purpose of grant organlzatlon If appllcable grant cash (book, FMV, appralsal, non-cash a55 stance or a55 5tance or government a55 stance other) AMERICA WORKING 81-3512949 501(C)(4) 121,358 GENERAL SUPPORT TOGETHER 700 13TH STREET NW SUITE 600 WASHINGTON, DC 20005 BLACK PROGRESSIVE ACTION 82-1514760 501(C)(4) 3,325,752 GENERAL SUPPORT COALITION 700 13TH STREET NW SUITE 600 WASHINGTON, DC 20005 Form 990,Schedule 1, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. (a) Name and address of organlzatlon or government (b) EIN (c) IRC sectlon nª appllcable (d) Amount of cash grant (e) Amount of non- cash a55 stance (f) Method of valuatlon (book, FMV, appralsal, other) (g) Descrlptlon of non-cash a55 stance (h) Purpose of grant or a55 stance THE VOTER PARTICIPATION CENTER 1707 L STREET NW SUITE 300 WASHINGTON, DC 20036 55-0889748 501(c )(3) 403,128 GENERAL SUPPORT BLACK PAC 209 ADAM CLAYTON POWELL JR BLVD 201 201 NEW YORK, NY 10027 81-1460820 527 614,000 TO SUPPORT PUBLIC AFFAIRS PROGRAMS IefiIe GRAPHIC print - DO NOT PROCESS As Filed Data - DLN: 93493105013669 Schedu e J Compensation Information OMB Nº 1545-0047 (Form 990) For certain Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 2 O 1 7 > Complete if the organization answered "Yes" on Form 990, Part IV, line 23. P Attach to Form 990. Department ofthc Trensun P Information about Schedule J (Form 990) and its instructions is at Inlemnl Rex cnuc Scruce WM- Ins ' ection Name of the organIzatIon Employer identification number MAJORITY FORWARD 47-4368320 “ Questions Regarding Compensation Yes No 1a Check the appropIate box(es) If the organIzatIon proVIded any of the followmg to or for a person IIsted on Form 990, Part VII, SectIon A, Ine 1a Complete Part II] to prowde any relevant InformatIon regardIng these Items [ FIrst-class or charter travel ] Housmg allowance or reSIdence for personal use [ Travel for companIons [ Payments for busmess use of personal reSIdence ] Tax IdemnIfIcatIon and gross-up payments [ Health or soCIaI club clues or InItIatIon fees [ DIscretIonary spendIng account ] Personal serVIces (e g , maId, chauffeur, chef) b If any of the boxes In Me 1a are checked, dId the organIzatIon follow a ertten poIIcy regardIng payment or reImbursement or prOVISlon of all of the expenses descrIbed above? If "No," complete Part III to epraIn 1b 2 DId the organIzatIon reqUIre substantIatIon prIor to reImburSIng or allowmg expenses Incurred by all 2 dIrectors, trustees, offIcers, IncludIng the CEO/Executlve DIrector, regardIng the Items checked In Me la? 3 IndIcate thch, If any, of the followmg the fIIIng organIzatIon used to estabIIsh the compensatIon of the organIzatIon's CEO/Executlve DIrector Check all that apply Do not check any boxes for methods used by a related organIzatIon to estabIIsh compensatIon of the CEO/Executlve DIrector, but epraIn In Part III [ CompensatIon commIttee [ WrItten employment contract ] Independent compensatIon consultant [ CompensatIon survey or study [ Form 990 of other organIzatIons ] Approval by the board or compensatIon commIttee 4 DurIng the year, dId any person Isted on Form 990, Part VII, SectIon A, IIne 1a, WIth respect to the fIIIng organIzatIon or a related organIzatIon a Recere a severance payment or change-of—control payment? 4a No b PartICIpate In, or recere payment from, a supplemental nonquaIIerd retIrement plan? 4b No PartICIpate In, or recere payment from, an eqUIty-based compensatIon arrangement? 4c No If "Yes" to any of Ines 4a-c, IIst the persons and prox/Ide the appIIcable amounts for each Item In Part III Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9. 5 For persons IIsted on Form 990, Part VII, SectIon A, IIne 1a, dId the organIzatIon pay or accrue any compensatIon contIngent on the revenues of a The organIzatIon? 5a No b Any related organIzatIon? 5b No If "Yes," on Ine 5a or 5b, descrIbe In Part III 6 For persons IIsted on Form 990, Part VII, SectIon A, IIne 1a, dId the organIzatIon pay or accrue any compensatIon contIngent on the net earnIngs of a The organIzatIon? 6a No b Any related organIzatIon? 6b No If "Yes," on Me 6a or 6b, descrIbe In Part III 7 For persons IIsted on Form 990, Part VII, SectIon A, IIne 1a, dId the organIzatIon prowde any noanxed payments not descrIbed In IInes 5 and 67 If "Yes," descrIbe In Part III 7 No 8 Were any amounts reported on Form 990, Part VII, paId or accured pursuant to a contract that was subject to the InItIaI contract exceptIon descrIbed In RegulatIons sectIon 53 4958-4(a)(3)7 If "Yes," descrIbe In Part III 8 No 9 If "Yes" on Me 8, dId the organIzatIon also follow the rebuttable presumptIon procedure descrIbed In RegulatIons sectIon 53 4958-6(c)7 9 For PaDerwork Reduction Act Notice. see the Instructions for Form 990. Cat No 50053T Schedule J (Form 990) 2017 Schedule] (Form 990) 2017 Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies If additional space s needed. For each nd V duaI whose compensatlon must be reported on Schedule J, report compensatlon from the organlzatlon on row ( ) and from related organlzatlons, descrlbed In the Instructlons, on row ( ) Do not I st any nd V duals that are not llsted on Form 990, Part VII (l)-( ) for each Ilsted nd V duaI must equal the total amount of Form 990, Part VII, Sectlon A, I ne 1a, appllcable column (D) and (E) amounts for that nd V duaI Note. The sum of columns (B Page 2 (A) Name and T tle (B) Breakdown of W-2 and/or 1099-MISC compensatlon (C) Retlrement and (D) Nontaxable (E) Total of columns (F) Compensatlon n (i) Base (ii) Bonus & Incentlve (iii) Other other deferred beneflts (B)(')'(D) column (B) reported compensatlon compensatlon reportable compensation as deferred on prior compensatlon Form 990 1 REBECCA LAMBE (l) 90,000 0 0 O 0 90,000 0 PRESIDENT ___________________________________________________________________________________________ (ii) 90,000 0 0 0 0 90,000 0 2 JB POERSCH (l) O O O O 0 0 0 TREASURER ___________________________________________________________________________________________ (ii) 166,965 0 o 0 6,112 173,077 0 3 KAREN HANCOX (l) 37,500 () O O 0 37,500 0 NATIONAL FINANCE ___________________________________________________________________________________________ DIRECTOR (ii) 147,153 0 0 o 0 147,153 0 Schedule J (Form 990) 2017 Schedule J (Form 990) 2017 Page 3 Supplemental Information Prowde the Informatlon, explanatlon, or descriptlons reqUIred for Part I, Ilnes 1a, 1b, 3, 4a, 4b, 4c, Sa, Sb, 6a, 6b, 7, and 8, and for Part II Also complete thIS part for any addltlonal Informatlon Return Reference Explanation PART I, LINE 3 DURING THE FISCAL YEAR 2018, THE ORGANIZATION USED THE COMPENSATION POLICIES OF A RELATED ORGANIZATION, SENATE MAJORITY PAC, FOR ALL EMPLOYEES Schedule J (Form 9901 2017 Iefile GRAPHIC print - oo NOT PROCESS As Filed Data - DLN: 93493105013669 Schedule L Transactlons With Interested Persons OMB Nº 1545 ºº” (Form 990 ºr 990-EZ) P Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25h, 26, 27, 28a, 28h, or 28c, or Form 990-EZ, Part V, line 38a or 40b. P Attach to Form 990 or Form 990-EZ. 2 O 1 7 PInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at Department oftlle Trensun WM' Internal Rex enue Sen 1ce II'IS ' ection Name of the organlzatlon Employer identification number MAJORITY FORWARD 47-4368320 & Excess Benefit Transactions (sectlon 501(c)(3), sectlon 501(c)(4), and 501(c)(29) organlzatlons only) Complete F the organlzatlon answered "Yes" on Form 990, Part IV, Ilne 25a or 25b, or Form 990-EZ, Part V, Ilne 40b 1 (a) Name of dlsquallfled person (b) Relatlonshlp between dlsquallfled person and (c) Descrlptlon of (d) Corrected? organlzatlon transactlon Yes No 2 Enter the amount of tax Incurred by organlzatlon managers or dlsquallfled persons durlng the year under sectlon 4958 . . . . . . . . . . P $ . . . . . . " $ 3 Enter the amount of tax, If any, on Ilne 2, above, relmbursed by the organlzatlon . % Loans to and/or From Interested Persons. Complete If the organlzatlon answered "Yes" on Form 990-EZ, Part V, Ilne 38a, or Form 990, Part IV, Me 26, or nª the organlzatlon reported an amount on Form 990, Part X, llne 5, 6, or 22 (a) Name of (b) Relatlonshlp (c) Purpose (d) l_oan to or from the (e)0r g nal (f)Ba ance (9) In (h) (i)Wr tten Interested person Wlth organlzatlon of loan organlzatlon? prlnCIpal due default? Approved by agreement? amount board or commlttee7 To From Yes No Yes No Yes No Total " $ Grants or Assistance Benefiting Interested Persons. Complete If the organization answered "Yes" on Form 990, Part IV, line 27. (a) Name of Interested person (b) Relatlonshlp between (c) Amount of a55 stance (d) Type of a55 stance (e) Purpose of a55 stance Interested person and the organlzatlon For Paperwork Reduction Act Notlce, see the Instructlons for Form 990 or 990-EZ. Cat No 50056A schedule L (Form 990 or 990-EZ) 2017 Schedule L (Form 990 or 990-EZ) 2017 lª Business Transactions Involving Interested Persons. Complete If the organlzatlon answered "Yes" on Form 990, Part IV, ne 28a, 28b, or 28c. Page 2 (a) Name of Interested person (b) Relatlonshlp between Interested person and the (c) Amount of (d) Descrlptlon of transactlon transactlon (e) Sharlng organlzatlon's (1) MESSAGE GLOBAL LLC organization revenues? Yes No SUSAN MCCUE, 90,000 CONSULTING, FUNDRAISING No DIRECTOR, IS >35º/o OWNER w Supplemental Information Prowde addltlonal Informatlon for responses to questlons on Schedule L (see Instructlons) Return Reference Explanation Schedule L (Form 990 or 990-EZ) 2017 Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN:93493105013669 SCHEDULE O (Form 990 or 990- EZ) Department of the Tren—mn Í ] n ( . OMB No 1545-0047 Supplemental Informatlon to Form 990 or 990-EZ _ Complete to provide information for responses to specific questions on 2 0 1 7 Form 990 or 990-EZ or to provide any additional information. > Attach to Form 990 or 990-EZ. P Information about Schedule 0 (Form 990 or 990-EZ) and its instructions is at Open tº Public Inspection www.irs.gov/form990. Na me“ of th'e'org'anlzatlon MAJORITY FORWARD 990 Schedule O, Supplemental Information Employer identification number 47-4368320 Return Reference Explanatlon PART VI, BODY SECTION A, LINE BB FORM 990, THE ORGANIZATION HAS NO SEPARATE COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING 990 Schedule O, Supplemental Information Return Explanation Reference FORM 990, THE ORGANIZATION'S MANAGEMENT AND LEGAL COUNSEL REVIEWS FORM 990 PRIOR TO ITS SUBMISSION WITH PART VI, THE IRS SECTION B, LINE 11B 990 Schedule O, Supplemental Information Return Explanation Reference FORM 990, DIRECTORS AND OFFICERS ARE REQUIRED TO DISCLOSE TO THE BOARD ANY FINANCIAL INTEREST IN WHI PART VI, CH THE OFFICER OR DIRECTOR DIRECTLY OR INDIRECTLY HAS IN ANY PERSON OR ENTITY WHICH IS A P SECTION B, ARTY TO A TRANSACTION UNDER CONSIDERATION BY THE BOARD THE INTERESTED DIRECTOR OR OFFICER LINE 12C IS REQUIRED TO ABSTAIN FROM VOTING ON THE TRANSACTION 990 Schedule O, Supplemental Information Return Reference Explanation FORM 990, PART VI, LINE19 SECTION C. DOCUMENTS REQUIRED TO BE MADE PUBLICLY AVAILABLE 990 Schedule O, Supplemental Information Return Explanation Reference FORM 990, FIELDWORK AND GRASSROOTS PROGRAM SERVICE EXPENSES 79,000 MANAGEMENT AND GENERAL EXPENSES PART IX, 0 FUNDRAISING EXPENSES O TOTAL EXPENSES 79,000 MEDIA CONSULTING SERVICES PROGRAM SERV LINE 11G ICE EXPENSES 15,851 MANAGEMENT AND GENERAL EXPENSES 0 FUNDRAISING EXPENSES 0 TOTAL EXPE NSES 15,851 PROFESSIONAL SERVICES OTHER PROFESS PROGRAM SERVICE EXPENSES 0 MANAGEMENT A ND GENERAL EXPENSES 5,261 FUNDRAISING EXPENSES O TOTAL EXPENSES 5,261 PROFESSIONAL SERV ICES RESEARCH SERV PROGRAM SERVICE EXPENSES 3,331 MANAGEMENT AND GENERAL EXPENSES 0 FUN DRAISING EXPENSES 0 TOTAL EXPENSES 3,331 Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN:93493105013669 SCHEDULE R (Form 990) Department of the Trensun Internal Rex enue Sen 1ce Related Organizations and Unrelated Partnerships > Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35h, 36, or 37. P Attach to Form 990. > Information about Schedule R (Form 990) and its instructions is at www.irs.gov(form990. OMB No 1545-0047 Open to Public Ins -ection Name of the organlzatlon MAJORITY FORWARD Employer identification number 47-4368320 “ Identification of Disregarded Entities Complete If the organlzatlon answered "Yes" on Form 990, Part IV, Ilne 33. (ª) (b) (C) N) (e) (f) Name, address, and EIN (If appllcable) of dlsregarded entlty Prlmary actIVIty Legal domICIle (state Total Income End—of—year assets Dlrect controlllng or forelgn country) entlty m Identification of Related Tax-Exempt Organizations Complete If the organlzatlon answered "Yes" on Form 990, Part IV, Ilne 34 because lt had one or more related tax-exempt organlzatlons durlng the tax year. (ª) (b) c (d) (e) (f) (9) Name, address, and EIN of related organlzatlon Prlmary acthlty Legal domICIle (state Exempt Code sectlon Publlc charlty status Dlrect controlllng Sectlon 512(b) or forelgn country) (If sectlon 501(c)(3)) entlty (13) controlled entlty7 Yes No (1)GENERAL GROWTH FUND ADVOCACY DC 501(C)(4) MAJORITY FORWARD Yes 700-13TH ST 600 WASHINGTON, DC 20005 46-3214885 (2)GENERAL MAJORITY PAC POLITICAL COMMIT—FEE DC 527 MAJORITY FORWARD Yes 700—13TH ST 600 WASHINGTON, DC 20005 46-2127802 (3)SENATE MAJORITY PAC POLITICAL COMMIT—FEE DC 527 No 700-13TH ST 600 WASHINGTON, DC 20005 27—2896127 (4)AMERICAN WORKING TOGETHER ADVOCACY DC 501(C)(4) MAJORITY FORWARD Yes 700-13TH ST 600 WASHINGTON, DC 20005 81-3512949 For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat No 50135Y Schedule R (Form 990) 2017 Schedule R (Form 990) 2017 Page 2 m Identification of Related Organizations Taxable as a Partnership Complete If the organization answered "Yes" on Form 990, Part IV, line 34 because t had one or more related organlzatlons treated as a partnershlp durlng the tax year. (a) Name, address, and EIN of related organlzatlon (b) (C) Prlmary Legal actlwty domICIIe (state or forelgn country) Dlrect controlllng entlty (d) (e) Predomlnant Income(re ated, unrelated, excluded from tax under sectlons 512- 514) (f) Share of (9) Share of total Income end—of—year assets (M ( ) (J') (R) Dlsproprtlonate Code V—UBI General or Percentage allocatlons? amount n box managlng ownershlp 20 of partner? Schedule K-l (Form 1065) Yes No Yes No m Identification of Related Organizations Taxable as a Corporation or Trust Complete If the organlzatlon answered "Yes" on Form 990, Part IV, ne 34 because t had one or more related organlzatlons treated as a corporatlon or trust during the tax year. (a Name, address, and EIN of related organlzatlon (b) Prlmary acthlty (<=) Legal domICIIe (state or forelgn country) (d) Dlrect controlllng entlty (ª) Type of entlty (C corp, S corp, or trust) (f) Share of total Income (9) Share of end-of- year assets (h) Percentage ownershlp ( ) Sectlon 512(b) (13) controlled ent ty7 Yes No Schedule R (Form 990) 2017 Schedule R (Form 990) 2017 Page 3 w Transactions With Related Organizations Complete If the organlzatlon answered "Yes" on Form 990, Part IV, line 34, 35h, or 36. Note. Complete llne 1 if any entity is llsted in Parts II, III, or IV of thls schedule YES Nº 1 During the tax year, did the orgranlzatlon engage in any of the followmg transactions With one or more related organlzations llsted ln Parts II-IV'º a Receipt of (i) Interest, (ii)annUIties, (iii) royalties, or(ív) rent from a controlled entlty . 1a NO b Gift, grant, or capltal contribution to related organization(s) . “º Nº c Gift, grant, or capltal contrlbutlon from related organizatlon(s) . 1C Nº Loans or loan guarantees to or for related organlzatlon(s) 1d Nº e Loans or Ioan guarantees by related organization(s) 1e Nº f DiVidends from related organization(s) “ Nº 9 Sale of assets to related organlzation(s) . 19 NO h Purchase of assets from related organlzation(s) . “" Nº i Exchange of assets With related organlzation(s) . 3" Nº j Lease of faCIIities, eqUIpment, or other assets to related organlzation(s) 1Í Nº k Lease of faCIIItIeS, eqUIpment, or other assets from related organization(s) . 1k N0 I Performance of serwces or membershlp or fundralsmg soIICItatlons for related organizat 0n(s) 1' Nº m Performance of serwces or membership or fundralsmg SOlICItatIOl'lS by related organlzat 0n(s) 1m Nº ri Sharlng of faCIIitles, eqUIpment, mailing lists, or other assets With related organlzation(s) . 1" Yes o Sharlng of paid employees With related organlzat 0n(s) . 10 Yes p Reimbursement pald to related organlzation(s) for expenses . 1p Yes q Reimbursement pa d by related organization(s) for expenses . 1CI Nº r Other transfer of cash or property to related organlzation(s) . 1r No 5 Other transfer of cash or property from related organization(s) . 15 Nº 2 If the answer to any of the above is "Yes," see the instructlons for Informatlon on who must complete thls Ilne, Includlng covered relatlonships and transaction thresholds (a) (b) (c) (d) Name of related organlzatlon Transactlon Amount involved Method of determlnlng amount Involved type (a—s) (1)SENATE MAJORITY PAC 18,664 FMV (2)SENATE MAJORITY PAC 309,021 FMV (3)SENATE MAJORITY PAC 36,040 FMV Schedule R (Form 990) 2017 Schedule R (Form 990) 2017 Page 4 Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37. Prowde the followmg Informatlon for each entity taxed as a partnership through whlch the organization conducted more than flve percent of its actiwties (measured by total assets or gross revenue) that was not a related organization See instructions regarding exclu5ion for certaln investment partnerships a Name, address, and EIN of entity (b) Primary actiwty (C) Legal domICIle (state or foreign country) (d) Predominant income (related, unrelated, excluded from tax under sectlons 512- 514) (e) Are all partners section 501(c)(3) organizatlon57 Yes No (f) Share of total income (9) S hare of end—of—year assets (h) Dlsproprtionate allocatlons? Yes No ( ) Code V—UBI amount ln box of Schedule K-1 (Form 1065) (Í) General or managlng partner? Yes (k) Percentage ownership Schedule R (Form 990) 2017 Schedule R (Form 990) 2017 Page 5 m Supplemental Information Prowde addltlonal Informatlon for responses to questions on Schedule R (see Instructions) Schedule R (Form 9903 2017