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DEMOCRACY ALLIANCE INVESTMENT RECOMMENDATIONS





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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



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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?





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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

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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.










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2013 PROGRESS REPORT AND 2014 FORECAST

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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%
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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

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American Constitution Society

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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





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Diversity Statistics

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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

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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
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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 <l

rim?: um?



Total 149 33 42

P.0dWomen 44% 24% 57%

xusa?ro' 4x

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

ProgressNow and its state
affiliates distill progressive

ideas in dynamic ways that
localize national political issues
and consistently earn media.

its partnership with the Center
for Media and Democracy to
expose ALEC's efforts to affect
state education policy gained
widespread attention, and its
work with Planned Parenthood in
the "Stand with Texas Women?
campaign helped buoy media
attention on conservatives' assault
on reproductive rights.

This year, ProgressNow will

seek to leverage its expertise in
message development and work
with Mayors Against Illegal Guns
and labor partners to lead multi-
state campaigns and messaging
across a range of issues and pave
the way for progressive legislation
will also
expand upon its communications
strategy partnership with

CAP and others to assist with
CAP's new state-based policy
communications networks. This
promising effort could help
ProgressNow expand its reach
beyond states in its network.







To provide a more complete picture, this
memo reports on the work of both the
507(c)(3) ProgressNow Education and the
501(c)(4) ProgressNow. The operations of
the two organizations are kept separate to
the degree required by law.

Private and Confidential to Democracy Alliance



t? (I ?3

0. l?u (-

41

3



2013 PROGRESS REPORT AND 2014 FORECAST

Stiiti?: .imf  LII.)



St i o?im'ti. :1 Lil fatal-1?.
a (If in?
fi?ii r?l?mlgi? i
i

In 2013, State Voices continued to convene and coordinate the nonpartisan advocacy and engagement efforts of more than 1.300 local.
state. and national organizations. As part of its work to continuoust engage the electorate. State Voices worked throughout the year to
make contact with and mobilize each voter it reached in 2012 and engage them in timely issue advocacy battles at the state and national
level, including election reform. in-state DREAM Acts. and foreclosure preventions. Notable successes include voting modernization in CO.
women's health and rights in WA, and marriage equality in MN. In January 2014, Tracy Sturdivant announced she was stepping down as
Executive Director. and a search for her replacement is underway.

2013 PERFORMANCE AND IMPACT

PROGRAM 0000 OPERATIONS FINANCE COLLABORATION

PROGRAM 3

Met 2020 goal, highlighting importance of
election administration and protection in all 22 states, with 18
. crafting plans to advance voting rights and fight suppression
efforts; internal assessment revealed two thirds of tables

are drivers of this work. Continuing to convene National
Enfranchisement Working Group Of 31 organizations and
coordinate their in-state and national efforts.

OPERATIONS AND GOVERNANCE

Met organization expansion goal. Hired Managing
Director to oversee day-to-day operations
and Director and Deputy Director of Data and
Targeting to improve tables' data and targeting
sophistication. Also, brought state data staffing

. in-house to better equip state tables to use tools
to greatest effect. Continued providing partners
with access to voter data, but challenges remain in
data space, and greater organizational alignment
and sustainable models for financing access to
data are needed.

Met research and testing goal. State tables and partners

designed 16 evaluations and 21 voter contact and

mobilization tests to discover new best practices; results

analyzed and presented to donors in fall but inconclusive
given noise from Presidential campaigns and small sample i

sizes. Additional tests planned for 2014 that can better

isolate SV's work and lead to more conclusive results.

COLLABORATION AND ALIGNMENT
Nearly met alignment goals with America Votes

and ProgressNow. Launched VVN with AV and
i Met continuous engagement goal. Implemented plan .
. . . ProgressNow to share backend Operations and
to engage 2012 contacts on key issues and increase . . .
. . co-hosted data convening With AV to share .
rate at which they take action when encouraged best practices. Jount convening With all three .
progresswe organizations. Reengaged many of these voters

. . . . . . i organizations postponed - along with further I
around voting rights, minimum wage. and fiscal policy . . . . .
alignment plans - pending leadership tranSItion.
across network.

Ongoing coordination efforts remain strong.

FINANCE

Raised and spent $6.85 million for 2013
expenses. short of original $7.50 million
goal; additional $2.16 million raised

for early 2014 expenses and targeted


(1 2013 Projected Budget

$6.85

. 2013 Revenue
. 2013 Expenses

. DA Partner Suppert

2013 Stretch 6081/
Funding Target

 $1sz
$1.44 2-mo-


Exceeded goal to provide technical
assistance to state directors. All states
participated in budget and fiscal
management trainings. improving
network strength and giving directors
improved financial planning skills.

Dollars in Millions



. .
.

Prrvate and Confidential to Democracy Alliance 2012.3014 DA PORTFOLIO SPRING 3014

2014 GOALS AND BENCHMARKS

In 2014. State Voices will continue to coordinate the voter engagement and issue advocacy
efforts of more the more than 1.300 partner organizations that sit at one of its 22 state
tables. it will also focus on hiring a new Executive Director. as Tracy Sturdivant prepares to
leave State Voices this spring after five years with the organization.

Program









Implement "deep dive" strategy

in up to eight states to identify
characteristics of strong state
tables and distribute best practices
throughout network; actively
measure each table's capacity and
benchmarking progress.

ongoing Enfranchisement 2020
program and support strategic
education campaigns with targeted
regranting.

Develop new reporting tools and
strategies for expanded voter
registration work and post-election

Coordinate efforts to protect voting assessment

rights and ensure fair election
administration in all 22 states through

Operations and Governance



Hire new Executive Director by June
2014 and ensure successful transition
to new leadership.

Invest in state tables' growth with hiring
of Deputy Director of State Capacity
Building who will support state tables in
growing their impact through strategic
coaching and assistance.

Collaboration



With America Votes and ProgressNow.
continue to explore how to further cut
costs in the states and more closely
integrate programming in 2015 and
beyond. as permissible under "25
regulations.

Work with Analyst Institute to identify
two key research and testing priorities:
distribute findings at end of year.

Finances



Raise $7.87 million operating budget.
securing 50% by July; raise additional
$2.00 million for 2015.

DA Funding Target as Part
of Overall Projected Budget

2014 Projected Budget $7,870,000
Secure at least $150,000 in new major
donor gifts. more than doubling
current support.

DA staff recommends baseline
support for State Voices of at least
$1.40 million. Increasing support from




$1.40/ 2.00

MILLION

v' .
this level to $2.00 million would allow "3
State Voices to expand its efforts to . 2014 Buoilm Funding Target
build greater capacity throughout its . 2014 Mb Goal

network and provide additional support
f0r state data staff. Meeting this
funding target would require current

supporters to modestly increase their



giving and for several new Partners to
consider supporting the organization.

38 sure valces

Diversity Statistics



I 81' in:



Total 10 8 10

16 People . .,
or Color 49" as."
as Women 60% 75% 60%

[.6310 20% bid Not



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

Conservatives have launched

a war on voting. targeting
young people, people of color.
low-income people. and other
constituencies. To counter

these attacks. State Voices
launched Enfranchisement
2020. which seeks to prioritize
election administration and
protection throughout its
network. At the national level,
State Voices convenes a national
enfranchisement working group
of 31 organizations. including
Advancement Project.
Project Vote. NAACP, and SEIU.
State Voices aligns these groups
and connects them to its tables
- 18 of whom have already
crafted specific 2014 plans for
advancing voting rights and/or
protecting the vote. This model
saw significant success in 2013
and holds promise for advancing
other issues that could benefit
from greater connectivity and
coordination. such as leadership
development, communications.
and voter registration. At greater
scale. this begins to resemble
the fully realized non-partisan
infrastructure progressives
desperately need: aligned at

the state and national level.
connected. and capable of
great impact.







Private and Confidential :0 Democracy Alliance











SIX MONTH INVESTMENT UPDATE

jUIil'. al?il 111:"

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Women?s Equality Center

and pours-Lil ?gi autumn to xii'niicn?.

r?cpiounclim" light"? ..iv.i



The Women's Equality Center (WEC). a 501(c)(3) project that anticipates operationalizing a 501(c)(4) counterpart the Women's
Equality Center Action Fund, is collaborating with diverse partners to advance an agenda that guarantees women's rights and
economic opportunity. After launching in 2013, WEC focused on establishing its internal operations and crafting a strategy for
building the capacity and long-term power necessary to secure real equality for women. In 2014. WEC will begin investing in

at least 10 states. with six already identifiedwill focus initially on educating the public about and
eventually securing legislative victories in the areas of the minimum wage, paid sick leave. and reproductive freedom - and building

a long-term agenda capable of securing real economic security for women.



2013 PERFORMANCE AND IMPACT

Hired two full-time staff, including a
Campaign Director, expanding internal
capacity and ability to coordinate
WEC's grantmaking and issue
campaigns.

Women's Law Center, National
Partnership for Women and Families.
Organizing for Action. UltraViolet.
and Voter Participation Center with
joint research and engagement work
sprouting from convenings.

Coordinated with other DA-focused
constituency efforts (Black, Latino.
and Youth Engagement Funds) to
engage and educate low-propensity
voters who are most impacted by
economic policies that disadvantage

Conducted landscape analysis

to identify top priorities in 2014.
identifying 10 states where
investments could yield short and
long-term gains, including paid sick
leave, Medicaid expansion, raising
the minimum wage, and improving



women's overall economic security.
Will invest $3.50 million in 2014
in state-based organizations best

women. Identified several
opportunities in FL. NC, and TX to
jointly invest in mobilization and

positioned to wage these campaigns. turnout efforts with Rising American

Faclimud mm maths: of Electorate voters.

national organizations, including
ACLU. CAP, Planned Parenthood,
EMILY's List/American Women,
Center for Reproductive Rights,
NARAL Pro-Choice America, National

Raised $1.10 million operating budget
and spent $40,000. Did not regrant to
others in first year of operation; plans
to invest $3.50 million in early 2014.

2013 Financial Update



2'0  2013 Projected Budget

. 2013 Revenue



1.5
. 2013 Expenses

1.0 0 DA Partner Support

2013 Stretch Goal/
Funding Target
0.5

Dollars in Millions



$0.00

0.0 DA Partners Sipporting E3

Investment
Services Analysis

WEC launched in 2013 and
spent significant time in the
last six months building its
own infrastructure. Originally
launched with one staff member.
WEC now has three full-time
staff: an Executive Director.
Campaign Director. and ?eld
support. WEC will establish
and expand its Advisory Board
beginning in spring 2014.

WEC's 2013 landscape analysis
has laid the groundwork for
an ambitious 2014 investment
plan focused on at least

10 states where there are
opportunities to advance
issues that will help women
and families. As for partners.
WEC has created a unique
space for non-traditional allies
to work together - speci?cally
women's rights groups and
organizations focused more
broadly on securing economic
justice - allowing for broader
coordination that can use its
combined capacity to engage
women in a comprehensive
way that speaks to all of the
issues affecting their lives
and. ultimately. advance a
pro-women's agenda.

The Women?s Equality Center was ?rst recommended in fall 20l3. This memo provides an update on its
?rst six months of activity Going forward DA staff will work with WEC to set annual goals and report
back to Partners on its performance and impact, as it does with all DA recommended organizations

Private and Con?denna/tooemocraCy Alliance 2012-2014 DA PORTFOLIO SPRING 2014

2014 GOALS AND BENCHMARKS

In 2014, the Women?s Equality Center will make short and long-term investments In

up to 10 states with priorities already identi?ed in FL, ME. MI. NC. and PA. Funding
decisions will be based on three primary objectives: increasing the number of women
who participate in elections. elevating the salience of economic and reproductive issues
that most impact women. and building sustainable infrastructure and capacity to advance
issues in 2015. WEC will also offer technical support to all grantees in order to increase
the entire ?eld's capacity to engage women and advocate for change.

Program

Advance policies that promote economic
security. such as raising the minimum
wage. extending paid sick leave.
Medicaid expansion. and ending pay
discrimination.

Increase turnout among
low-propensity women voters in the
2014 elections in 10 states. supporting
efforts to contact and hundreds of
thousands of women voters.

Operations and Governance



Hire at least one new full-time position
to expand WEC's internal capacity.

Collaboration
Increase coordination and sharing of
data. research. communications. and
best practices among WEC's partners.

Finance

WEC has already secured support for
its $1.10 million operating budget and
is seeking additional support for its
grantmaking.

DA staff recommends baseline support
for WEC and WECAF of $1.50 million.
with at least half in 501(c)(4) support.
increasing support from this level to
$2.00 million would allow them to
offer technical assistance and planning
support to their grantees and scale
issue advocacy efforts during the year.

40 women's EQUALITY CINTER

Improve efficacy of the field by
disseminating original research from
partner organizations to others

and crafting new voter models and
best practices for targeting and
communicating with women voters.

Increase collaboration between
traditional women's rights and
economic justice organizations to craft
clear frame on reproductive health as
an economic issue in order to defeat
anti-reproductive rights measures in
CO. ND. and TN.

Create and appoint at least three
members to 501(c)(4) Advisory Board.

Build sustainable partnerships with
local organizations in 10 states that
are committed to winning policies that
help women.

DA Funding Target as Part
of Overall Projected Budget

2014 Projected Budget: $4,900,000




8150/ 2.00

MILLION

. 2014 Baseline Finding Target
. 2014 Stretch Goal



Total 2 2 I

it People
of 'Color 0"

3 Women 1009? 100% 100%

Did not Rapid



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 fall 2013, WEC met with

the other DA-recommended
constituency efforts (Latino.
Youth. and Black Civic
Engagement Funds) to share
best grantmaking practices.
Each Director pledged to explore
how she might jointly fundraise
and better align her in-state
giving with others. Following
that meeting, WEC partnered
with LEF and supported 4
organizations in NC and FL.
allowing organizations to
increase capacity now to carry
out issue-based work and

begin preparing for 2014 voter
engagement efforts. There are
myriad opportunities to replicate
this joint funding going forward
since these efforts share many
of the same priority states
based on demographic growth.
existing infrastructure. and
other opportunities. Combining
forces also allows for more
sophisticated grantmaking that
embraces the multiple identities
of many voters.









Private and Confidential to Democracy Alliance

nmn?smA??aAnAQAAat-



2013 PROGRESS REPORT AND 2014 FORECAST

Youth Engagement Fund

Millenniais are the largest generation in history. with 80 million young voters. New research shows that while young people eschew
partisanship. they largely hold progressive values. Despite this. relatively few resources are directed towards engaging young
people in the political process and cultivating youth leadership. The Youth Engagement Fund (YEF) and Youth Engagement Action
Fund (YEAF) seek to correct this. supporting youth-focused organizations as they engage young people on issue. advocacy. and
election-year efforts. In 2013, YEF and YEAF supported efforts that benefitted the youth sector overall. such as the National Voter
Registration Day. which registered nearly 60,000 people. in addition to shared research and polling.

2013 PERFORMANCE AND IMPACT

PROGRAM 0 OO

-
I

OPERATIONS

PROGRAM

Partially met goal to Invest in youth organizations. Added
TX as priority state and funded $100,000 pilot leadership
development programs to expand civic engagement work
in OH and TX. Regranted $110,000 for engagement and
turnout activities for mayoral and statewide contests in
TX and significantly greater resources needed for
future grantmaking.

Partially met goal to support large-scale collaborative
efforts, regranting $25.000 to support National Voter
Registration Day but field's needs are much greater than YEF
and YEAF's combined capacity. Worked with State Voices

to ensure youth organizations participated in tables' work
and that coalitions included youth lens in their long-term
planning and outreach.

Met goal to support experiments, testing. and research.

Regranted 575.000 to Rock the Vote and Analyst Institute

for field work with social media experiment component,

re?ning ?eld's best practices. Conducted analysis of youth
organizations? existing capacity and broader infrastructure
gaps to inform future grantmaking. Research on where youth

vote can be determinative will guide 2014 investments.

FINANCE
Raised and spent $200,000 2'0
operating budget; raised $650,000
and regranted $400,000 to youth 15
engagement organizations, carrying
over $250,000 for 2014 grantmaking. 10

Did not meet goal to expand support
and secure early 2014 commitments.
identified 11 institutional and eight

Dollars in Millions

individual potential funders; did not

$0.85
0.5 -
i-
secure new 2014 commitments. 0.0 I a

Private and Confidential (0 Democracy Alliance

FINANCE COCO

COLLABORATION OO

OPERATIONS AND GOVERNANCE

Met goal to diversify Advisory Board
and finalize giving requirements. Added
one member of color; instituted giving
requirements for Board members to
ensure adequate support for YEF and
YEAF's operations.

COLLABORATION AND ALIGNMENT

Met goal to continue to fund innovative tools.
technology. and best practices. Hired fellows
to research best practices and published report
on findings. which highlighted importance

of early organizing, coalition building, and
leadership training.

Met goal to collaborate with other DA
constituency funds. Identified states of mutual
interest and developed joint grantmaking plans
for 2014 and beyond.

(3 2013 Projected Budget

2013 Mid-Year
Revised Budget

. 2013 Revenue
. 2013 Expenses

DA Partner Support

6 2013 Stretch Goal/
Funding Target



DA Partners Supporting [131

2012-2014 DA PORTFOLIO SPRING 2014

41

2014 GOALS AND BENCHMARKS

In 2014. the Youth Engagement and Youth Engagement Action Funds will provide strategic
resources to organizations registering. engaging. and mobilizing young voters. Fundraising
remains a top priority. and YEF and YEAF are actively exploring ways to reach out to
non-traditional funders.



Diversity Statistics

Program







Help develop coordinated civic
engagement plans in nine states (COcollectively registering 200.000 voters
and mobilizing over one million young
people.

Conduct Millennial polling research

to craft effective messaging that
demonstrably improves organizations?
ability to engage and mobilize young

Operations and Governance

Expand diversity and size of Advisory
Boards by adding at least three new
members. prioritizing women,

Collaboration

Continue providing shared resources
that benefit entire youth sector. such

as polling and messaging. access

to a central voter registration and

vote pledge processing center, and
subscription to the Quad benchmarking
and metrics tool.

FIMIICG

Raise full $200,000 operating budget
and additional $2.00 million for
grantmaking.

Develop more sustainable and
diversified funding model, attracting
new support from in-state donors and
issue-based funders to strengthen
youth-led advocacy campaign work on
issues like climate change and student
debt relief.

DA staff recommends baseline support
for YEF and YEAF of at least $750,000.
Increasing support from this level to
$1.50 million would allow them to
expand their support for youth voter
registration and contact programs.
Meeting this funding target would
require current supporters to increase

42 YOUTH enomeusnr rune



people around the economy. student
loan debt, money in politics, voting
rights, climate change, and the role of
government.

Hold spring 2020 strategic vision
convening to continue long-term
planning of the sector and to identify
priority issues. existing field capacity.
and areas for future collaboration.



and people of color who are investing
new resources into the field.



Coordinate with other DA constituency-
focused funds to develop common
metrics. participate in joint fundraising,
and identify opportunities for aligned
giving in five states.

DA Funding Target as Part
of Overall Projected Budget

2014 Projected Budget: 32.200000



$0.75 1.50 i I


.mueasomrunamw
.20M8tratch60ai



giving and a significant number of
new Partners to consider supporting
this work.

Total 3 1

a; People it?
of Color 0" . ihy?i?t
,6 Women 50% 100% MIA

17x ox



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

Through its "2020" convenings,
YEF and YEAF have created

a forum for more than 40

youth organization leaders

and funders to come together.
discuss long-term strategy.
align funding, and foster deeper
collaboration with one another.
Given young people's support
on many progressive issues

- including economic justice.
climate change, money in
politics. equality. and
drug reform - yet the relatively
scarce resources to engage
them. finding ways to maximize
funding and outreach to young
people is of critical importance.
YEF and YEAF are encouraged
to deploy new fundraising
strategies while continuing to
align closely with the other
DA-recommended constituency
efforts (Latino, Women. and Black
Civic Engagement Funds) as one
way to make the most of limited
resources. Working together.

as all of the constituency funds
pledged to do when they met in
fall 2013. not only creates cost
savings but also allows for more
sophisticated grantmaking that
embraces the multiple identities
of many voters.







To provide a more complete picture, this
memo reports on the wark of both the
501(c)(3) Youth Engagement Fund and
the 507(c)(4) Youth Engagement Action
Fund. The operations of the two organi-
zations are kept separate to the degree
required bylaw.

anate and Confidential to Democracy Alliance



l0 '14] ?1 [?55 l?l (El l5} l8! [til 18? lg Iii! [ii ll]! ii!






Private and Con?dential to Democracy Alliance





Dynamic investments enhance the Democracy Alliance?s overall investment

approach by encouraging Partners to support additional organizations whose work

is especially timely and fills a critical, strategic gap. These dynamic investments also

leverage Partner support with other institutional and individual donors.

For 2014. the Board has recommended support for four dynamic investments:
Common Purpose Project. Fund for the Republic. Organizing for Action. and the

State Engagement Initiative. These dynamic investments have been approved by the
Board through 2014. and together with the organizations in the Aligned Network. they

address immediate challenges while also working to create meaningful. long-term. and
lasting change.

Common Purpose Project provides a forum for organizations to regularly collaborate
with one another to advance a progressive agenda. and Fund for the Republic is
designed to combat the corrosive effect of money in politics. Organizing for Action
harnesses grassroots energy across the country in support of a progressive agenda,
while the State Engagement Initiative encourages funding to state-based organizations
that can organize and mobilize voters ahead of this election.

More information on each of these organizations? activities. impact, and finances can be
found in the attached investment memos. Accompanying each recommendation is also

a funding target. as these dynamic investments require healthy support to execute their
work successfully.

We will continue to monitor the progress and impact of these dynamic investments. as
we do with organizations in the Aligned Network, and we look forward to working
with the Board and the Partnership to surface and launch new dynamic investments in

the future.



2012-3014 DA PORTFOLIO SPRING 20M




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2013 PROGRESS REPORT AND 2014 FORECAST

Cu.?er {3 "can! 33:



Common Purpose Project

 to z;



Common Purpose Project (CPP) regularly brings together more than 270 progressive organizations from across the movement and offers
them the opportunity to effectively discuss strategies along with prominent members of the Administration for moving a progressive
national legislative agenda forward. In 2013. CPP scaled back the scope of its programmatic work significantly. ceding its state-based
work to Organizing for Action (OFA) in spring 2013 so that the organizations were not duplicating one another's efforts. CPP continues its
primary work coordinating the national advocacy efforts of progressive organizations in Washington. DC. CPP reduced its staff capacity
and now employs one full-time employee with Board Chair Erik Smith continuing to be active with the organization.

2013 PERFORMANCE AND IMPACT



PROGRAM 0000 COLLABORATION

FINANCE

OPERATIONS AND GOVERNANCE

CPP performs an important and unique
function: bringing movement organizations
together. Over the past year. CPP has
successfully filled this important but specific
role with a bare-bones staff and operations.
Because it anticipates continuing its operations
at the current level one paid staff member
and a lean budget CPP did not set formal
Operations or governance goals for 2013, nor
will it do so in the future unless its scope of
work expands significantly. 3

PROGRAM

Exceeded Big Table participation goals. Convened 270
organizations regularly at weekly meetings; attracted 50 new
organizations. beating goal of 30. New organizations come from
faith. labor, and Latino communities. broadening CPP's reach
and potential impact.

Met working group expansion goals. Launched three new
working groups on gun violence prevention. equality.
and digital strategy. with each attracting more than 20
organizations; all groups engage non-traditional allies. adding
- valuable new voices to advocacy efforts. Gun violence work
included a broadened coalition of 25 organizations. and CPP's I
work with digital staff added an important new layer to this work.

COLLABORATION AND ALIGNMENT

Met state coordination goal. Hosted online
convening focused on August recess that
brought 30 organizations together and
coordinated their in-state immigration reform.
budget. and healthcare outreach efforts.

Met goal to more strategically use working groups. Convened
40 organizations at gun violence prevention working group
that supported efforts to pass federal legislation. Additionally.
convened smaller group that was more familiar with gun

. violence prevention space and could set goals and strategy

for larger coalition; this ensured maximum coordination and
message alignment.

FINANCE

i Raised $230,000. short of original 030 2013 Projected Budget
$290,000 goal; spent $290,000. 3 0.25 . 2013 Revenue

2 Carryover from 2012 covered difference. .2

1 Fundraising remains a challenge. OFA 01? . 2013 Expenses
:rovided fundralsing support in 2013. 5 0.15 6 DA partner Support

ut it will no longer be able change in internal policies. As mo

I of early April 2014, CPP had received 8

I no revenue for the year and is now 0.05

operating with a small deficit and 000 DA Partners Supporting



. experiencing cash flow issues.

anate and Con?denth to DemocraCy Alliance 2012-2014 DA ponrsouo name 201: 45



2014 GOALS AND BENCHMARKS

In 2014. Common Purpose Project will continue coordinating the advocacy efforts of the
progressive community around immigration reform. the economy. taxes. gun safety. and
equality. Given its important role for the movement. fundraising and securing
support from donors as quickly as possible should be top priority.



Increase number of national
organizations attending weekly Big
Table meetings or issue-specific
working groups from 270 to 290, with
a focus on bringing in more faith and
other nontraditional allies, increasing
CPP's reach and ability to coordinate
the movement's advocacy efforts.

Operations and Governance



CPP will continue to carry out its core
function of convening the progressive
movement with a very lean structure.
As long as it is able to play that role
effectively. there is no plan or need
to increase staff levels or overall
organizational capacity.

Collaboration



Bring national coalition partners
together in August to coordinate
in-state mobilization and advocacy

Finances

Raise $220,000 from eight donors to
support organization's operations.

In recognition of its important role

in bringing the movement together
and ensuring its advocacy efforts are
maximally aligned - as well as the
central role that DA Partners have
historically played in supporting CPP
and its work - DA staff recommends

that Partners provide at least $150,000

annually to support its operations.
Given its streamlined structure and

lean overall budget. CPP does not need

a "stretch goal." The organization can
easily raise its remaining budget from
other longstanding non-DA funders.

46 counou punposl pnoucr

Work with 65 coalition partners
to launch new working groups
on national issues in response to
national agenda.

Support efforts of Digital Strategy
working group by convening digital
staffers from multiple organizations

as they coordinate and amplify online
organizing efforts around timely issues.

With a little more than two years left in
President Obama's second term, there
is a larger question about how the
progressive movement will convene
and coordinate its activities under any
future Administration. The DA is eager
to engage CPP and Partners in that
discussion over the next year.



efforts on immigration reform. jobs and
the economy, and other pressing issues.

DA Funding Target as Part
of Overall Projected Budget

2014 Projected Budget: $220,000



$0.15

MILLION

. 2014 Baseline name

Diversity Statistics

(Igniti-

L-ia'i

ti. .ii i



Total 4 1





,6 People a . I  . .

o'c?lor 251? Mg.

96 Women 50% 10096 MA

as Did N?og?Rg?o?t
Opportunities

for Alignment

CPP launched three new
working groups in 2013. one

of which focused on digital
strategy. Instead of bringing
organizational heads together
as has been customary. CPP
convened more than 15 Digital
Directors. Together. this group
quickly strategized during

the government shutdown
about how to most effectively
use social media and online
digital strategies to pressure
Republican lawmakers to reopen
the federal government. By
meeting regularly they were
able to coordinate closely on
joint campaigns and amplify one
another's online activities - in
addition to progressives' larger
message about the need to

end the shutdown. Since then.
this group has coordinated
messaging and online activities
around ACA enrollment and
raising the minimum wage.

This type of close collaboration
provides a blueprint for how to
effectively harness the digital
knowledge of the movement and
use it to maximum advantage in
future fights.





Private and Confidential to Democracy Alliance





2m: PROGRESS REPORT AND 2014 FORECAST

l-unil ?aj-i tin:- Ii'kl?x'LIlg?l?i.



Fund for the Republic

$11.11.-

iil?rai?ccd ii?ioiirxin ow:- pa?: my.

While a clear majority of Americans agree on the corrosive role of money in politics. the challenge for progressives is converting that

consensus into action. Fund for the Republic (FFR) and its 501(c)(4) sister organization Action for the Republic (AFR) work to create the
political strength, popular support, and funding necessary to achieve substantive reforms. In 2013. FFR and AFR worked with a broader

set of funders to align strategies and develop a Battle Plan for Reform. a comprehensive plan that that laid out a long-term vision for
reform, which was previewed at a funders' summit in September.

2013 PERFORMANCE AND IMPACT

PROGRAM 0000 OPERATIONS 0000 FINANCE 0000 COLLABORATION

PROGRAM

Met goal to expand the base of support for reform. securing
commitments from 50 individual philanthropists, who
contributed $1.95 million, and a founding commitment to
FARE Fund, a new giving mechanism for foundations that have
not historically supported this issue.

OPERATIONS AND GOVERNANCE

Met goal to hire Development Director and
Republican strategist to increase bipartisan
work. Republican Chief investment Officer runs
development, and Republican operative Bill Smith
advises, particularly around accountability and
messaging strategies.

Met grantmaklng goal, awarding $1.25 million in grants to

support promising efforts, including the campaign for public
financing in NY state and legal strategies to help the field
recover lost ground.

Partially met diversification goal. Hired two
women and one person of color; added no
diversity to Board.

Partially met goal to create ?Conservative Lighthouse for
Reform.? Hired three Republican strategists (Trevor Potter, Mark
McKinnon. and Juleanna Glover) to interview more than 60
conservative leaders sympathetic to need for reform and craft
grassroots strategy: final report due in early 2014.

COLLABORATION AND ALIGNMENT

Partially met goal to launch collaborative
effort to hold politicians
accountable for placing special interests above
their constituents. Organized accountability plan
with CREW to put money-in-politics issues at the
center of the debate in six congressional districts

Partially met goal to resource new field-based collaborations.
Developed project proposal to convene leaders in the youth
political sphere to develop a long-term engagement strategy 1 in 2014 cycle; final scope of work due in May

i but delayed meeting due to lack of funding. 2014. Received $1.00 million matching pledge
committed to fund this work.

i

FINANCE
x? .
'l Raised and spent $890,000 for 2013 pm'ected Budget
operations. short of original $1.00 3 3'5 201s Mid-Year
million goal. Raised and regranted 3.0 Rw'sed Quaget
$1.25 million to support organizations' 2.5 . 20'3 Revem?e
 programming and in-house initiatives, 5 2.0 . 2013 Expenses
missmg original goal of $1.55 million. a
I 1.5 DA Partner Support
0? 1-0 2013 Stretch Goal/
i 05 Funding Target
I 0 DA Partners



anare and Con?dential to Democracy Alliance 2012-1014 DA PORTFOLIO SPRING 2014

47



2014 GOALS AND BENCHMARKS

In 2014. FFR and AFR will engage advocates and donors using its Battle Plan for
Reform as a strategic guide. They will focus on building the donor community. ensuring
implementation of messaging frames. building a bipartisan army for reform. and holding
politicians accountable. in order to make this an all-American fight.

Program



Use messaging ?ndings to craft new
communication strategy to bring
money in politics to the forefront of
the 2014 and 2016 election cycles.

Engage 25 conservatives identified as

being pro-reform to act as advisory
committee for establishment of

Operations and Governance



Increase organization's fundraising
capacity, hiring two Grant Managers.

Collaboration

Conduct strategic mapping

of influential faith leaders and
organizations as part of new campaign
to engage faith community in

reform fight.

Finance



Raise $1.70 million for operating
budget and $3.00 million for

grantmaking and support of in-house
initiatives.

Diversify funding base by securing
support from least 315 individual
donors and 25 foundations. a
sevenfold increase.

DA staff recommends baseline
support for FFR and AFR of at least
$1.20 million. Increasing support

from this level to $1.60 million

would allow FFR and AFR to host
strategic convenings. enhance its
internal development, and grow their
grantmaking capacity. Meeting this
funding target would require Partners
that currently support FFR and AFR

48 FUND FOR rue nepuauc





Conservative Lighthouse for Reform;
identify three conservative funders
that will support its creation.

Build website that serves as hub for
money-in-politics reform sector to
come together. learn about issues.
donate. and share information.

Increase organizational diversity by
hiring two women and two people of
color to serve on FFR and AFR's staff
and Board.

Launch targeted 501(c)(3)
accountability campaign in six
Congressional districts in collaboration
with CREW and others in the
movement to give voters the tools and
information needed to make money in
politics a central issue.

DA Funding Target as Part
of Overall Projected Budget

2014 Projected Budget: $4.700.000




$1.20/ 1.60

MILLION

. 2014 Baseline Funding Threat
. 2014 semi. Goal



to increase their giving and for several
new Partners to support this work.

Diversity Statistics

Huii'J



Total 10 3 3
People  .
of caior o" 33"
Women 20% 0% 100%
LGBTO Did



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

Given the Right's limitless ability
to pour money into elections
and influence policy, FFR and
AFR's work to engage more
donors and organizations in

the money In politics fight is
critical. Engaging nontraditional
partners such as conservative
activists and donors. business
leaders, people of faith. and
young people. as FFR and

AFR are planning to do. can
further increase the ranks of the
pro-reform movement and would
be a welcome development. In
order to build the movement of
reform, FFR and AFR must show
demonstrable results on core
components of their strategy
and clearly articulate their role in
implementing its Battle Plan for
Reform, which was developed in
conjunction with a broader range
of funders, including several
additional DA Partners.







To prowde a more complete picture, this
memo reports on the work of both the
501(c)(3) Fund for the Republic and the
507(c)(4) Action for the Republic. The
operations of the two organizations are
kept separate to the degree required
bylaw

Private and Confidential to Democracy Alliance

 2013 PROGRESS REPORT AND 2014 FORECAST

Organizing for Action



Organizing for Action (OFA) leverages the energy of grassroots supporters across the country In the ?ght for progressive change.
Since early 2013. it has engaged over 4.6 million supporters on gun violence prevention, the economy. climate change. immigration
reform, women's issues. marriage equality. and Obamacare. OFA led rapid response efforts to pressure the House to end the
government shutdown. While Washington gridlock has stymied progress on many issues. OFA continues to build pressure to
overcome political intransigence. Its efforts have advanced climate change and marriage equality measures at the state level and
successfully secured the support of several Members of Congress on immigration reform and background checks.

2013 PERFORMANCE AND IMPACT

PROGRAM 0000 OPERATIONS FINANCE COLLABORATION 0000 ?i

i .

PROGRAM OPERATIONS AND GOVERNANCE i

Met mobilization goal. Organized and engaged 4.6 million Established Board (with four DA Partners) and '1

action takers around seven action campaigns that promoted Advisory Board (additional five DA Partners)

gun violence prevention, immigration reform. marriage In November; Members engaged In fundraising
. equality. climate change, Women's health and economic and providing strategic advice. A recent report

equality. protecting middle class jobs and our economy, and questioned OFA's relationship with a potential .

ACA implementation. funder. OFA did not accept support from this 5

funder because he did not meet its transparent i

Exceeded chapter development goal. Established 275 and rigorous vetting standards. OFA reviewed .

chapters across the country. beating goal of 175 due to high its DO'iCies and enaCtEd additional measures to i

i enthusiasm in first year. Local chapters across the country ensure E?eCtive implementation

- hosted over 14,000 events and enhanced local
footprint and drove news coverage on seven core issues. 1
. COLLABORATION AND ALIGNMENT

I Exceeded state development goal. Hired 30 state  Met collaboration goal for women?s rights and

coordinators and 20 deputy state coordinators to oversee . equality work, Launched Stand with Women

development of 27S chapters. with strong fundraising campaign with CAP, Planned Parenthood. and .
allowing OFA to surpass goal of 2S coordinators; SEIU that mobilized 6.800 women across the .
coordinators empowered OFA's 7.000 community organizers country in support of equality and reproductive -,
and local volunteer networks to build capacity and organize I rights; tight partnerships in Albuquerque helped

around its seven core BCtion campaigns defeat extreme anti-choice ballot measure that

many initially expected to pass. 5



FINANCE i
Raised $25.10 million and held spending so  2013 Projected Budget 3
to . .

$20 8.8.mllilon meeting revenue goal. a 25 2?13 Mid_Yw I
$4.22 million in carryover wull help cover 5 Revised Budget I
expenses in 2014 when fundraising is 20 . 2013 Revenue
expected to be less robust because OFA i
i will not participate or engage in activity 5 1s . 2?13 Expenses
. .
a related to the election 5 1? 9 DA Partner Suppo?
I
I
Met small donor fundraising goal. a 2013 _Stretch Goal/
with 420,000 donors contributing a? Fundmg Target .
$18.30 million; average for all donations .3232 DA
was $37. 0'75

after processing fees and adjustments
and Conmm, ,0 09mm, Mme 2012-2014 on PORTFOLIO sanmo 2014 49

a

2014 GOALS AND BENCHMARKS

In 2014, OFA will continue to empower. educate. and activate organizers who cannot
only make effective change on the ground, but will be the next generation of grassroots
leaders. Through its Spring Organizing Fellows program, OFA will provide a new crop of
hundreds of organizers to progressive organizations.

Program

Continue to organize around seven
issue advocacy campaigns, with

at least 5.2 million supporters - an
increase of 800,000 from 2013 -
taking action to support gun violence
prevention. immigration reform.
climate change. women's health and
economic equality, the Affordable Care
Act, marriage equality, and protecting
middle class jobs and our economy.

Expand OFA reach by expanding local
chapters into smaller media markets.

Recruit and train over 1,700 Spring
Organizing Fellows. who will focus
on building support for immigration
reform and the Affordable Care Act;
work to place 700 organizers in the
movement when fellowship ends.

Operations and Governance

Expand Advisory Board from 65 to 75
members. which will include funders

and Organizational allies; secure at
least $3.50 million from all members.

Collaboration

Collaborate with climate change
movement on 12 state and local
campaigns that elevate issue and
three national days of action that
mobilize activists.

Partner with women's rights
organizations in three to four
state legislative fights and two
ballot initiatives to stop efforts
that limit women?s access to
reproductive healthcare.

Finance

Raise $16.94 million with $7.50 million
received by May: $4.22 million
carryover will cover expected gap
between revenue and expenses.

DA Funding Target as Part
of Overall Projected Budget

2014 Projected Budget: $19,280,000

Diversify fundraising by increasing
organization's small donor base
from 420.000 to 600,000 individual .
donors. accounting for over 50% of  3

OFA's annual budget. $0.60/ 1.00 3,
MILLION

DA staff recommends baseline .

support for OFA of at least $600,000. . mun.

Increasing support from this level to
$1.00 million would allow OFA to hire
additional state staff to help recruit,





train. and mobilize activists In the
?rst six months of 2014. Meeting this
funding target would require current
suppOrters to modestly increase
their giving and for a few additional
DA Partners to consider supporting
the organization.

50 ORGANIZING son ACTION

Diversity Statistics

., ..
ml I a: If

Total Did Not Report
it People .

of Com Did Not Report
36 Women Did Not Report
16 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

OFA is a strong partner to many
organizations in the progressive
movement and has established
a successful track record on

a host of issues including
marriage equality legislation

in Illinois. By partnering with
the existing advocacy efforts

of Freedom to Marry. Human
Rights Campaign (HRC). and
Equality OFA hit the
ground running, organizing

over 50 events and provided
additional momentum ahead

of the successful legislative
vote. OFA took the same
approach in the fight to pass the
Employment Non-Discrimination
Act (ENDA) in Congress, joining
with others as part of a broad-
based coalition. The result: the
Senate passed ENDA for the
first time. enthusiasm

for collaborating with existing
organizations and coalitions and
providing them with needed
grassroots advocacy provides

a good model for future
progressive battles that could
benefit from additional energy
and momentum. including pay
equity. voting rights, and other
democracy reform issues.









Private and Con?dential to Democwcy Alliance

2014 DYNAMIC INVESTMENT RECOMMENDATION

IIli,?

State Engagement Initiative

to
engage. and

L-ml amm: mod .arti







DESCRIPTION AND RATIONALE

Conservative takeovers In state capitals, coupled with aggressive gerrymandering on the Right. have led to greater polarization in
Congress and deep disenfranchisement of voters. As a result, at the state level. Republican governors and state legislatures have
advanced a devastating agenda. directly targeting voting rights. women's health. workers? and immigrants? rights, and prioritizing
the wealthy at the expense of the middle class. With Senate control In the balance, conservatives are on the brink of unleashing

that agenda on a national scale.

Progressives must continue fighting against this conservative overreach - and find
ways to advance our own positive agenda over the long-term. As part of that plan,
progressives should invest resources to increase turnout in blue. red. and purple
states across the country in November.

With that in mind, the DA partnered with Committee on States in fall 2013

and launched a new dynamic investment - similar to past state-focused
recommendations. such as Built to Win and State Tables - designed to encourage
funding to strategic, well-vetted state programs that can engage, organize. and
mobilize millions of voters ahead of this election.

Recognizing emerging political realities, the DA and C05 have further refined SEl's
scope, recommending Partners direct their in-state giving to ii states (CO. FL. ME.
MI. MN, NC, NH, NM, OH. PA, and WI), all of whom:

Enjoy a well-established core, in-state progressive infrastructure;

Receive support from in-state donors so resources from national donors could
be leveraged to maximum effect;

Where voting rights and progressive values are under constant attack; and

Are home to many underrepresented voters of the Rising American Electorate
who could benefit from increased mobilization efforts.

It should be noted that although SEl?s primary focus is on 501(c)(4) activity. there
are opportunities for strategic in-state 501(c)(3) giving. Partners interested in
directing 501(c)(3) contributions should contact DA or COS staff. who can provide
detailed information about in-state opportunities and advise Partners on where

can they leverage their support against the giving of some foundations and other
allied efforts.

Private and Confidential to Democracy Alliance

Supporting this Effort

Partners may direct their giving in
two ways:

investing directly in these
recommended states.
Priorities have been
identi?ed in each of these
10 states that are best
positioned to carry out the
mobilization and turnout
efforts needed to ensure
maximum participation in
this year's election. with
the full list outlined in an
appendix to this memo.

Direct support to a national
regranting fund. DA Partners
may contribute to America
Votes'. a national 501(c)(4).
or America Votes Action
Fund". a 527 registered
at the PEG and state level;
both will re-grant resources
to the states based on
highest need and most
strategic value.

To encourage investment in states
that need support for long-term
infrastructure, SEI also recognizes
three ?expansion opportunity" states
(AZ. GA, and TX). Although the
donor organizing and progressive
infrastructure may be more nascent.
all of these states will undoubtedly
play a large role in future legislative
battles. national elections. and
2020 redistricting. Specific funding
recommendations for these states
are available upon request.

2012-2014 DA PORTFOLIO SPRING 2014

2014 FORECAST AND FINANCES

In 2014. State Engagement initiative will leverage national investments in 11 states.
supporting voter education. critical field programs, earned media. and digital
communication efforts in order to maximize impact in November. It must work to raise
significant money early in the year so it can be deployed for maximum impact. SEI will
also help build infrastructure in three emerging states that show promise due to changing
demographics. cultural advances. and donor commitment. Although these states may
require several more cycles of investment before our work is done. major inroads can be

made this year.

Program



Leverage contributions from national
donors for in-state investments to
support coordination, communication.
and messaging efforts of high
performing organizations that
strategically register and mobilize
specific RAE and voters in each state.

Provide support to high-priority
organization in each state, including

Finance

Work with Committee on States and
in-state donor alliance networks to
ensure that state organizations obtain
resources needed to secure 2014
wins, legislative goals. and long-term
infrastructure development.

Collaboration

Collaborate with DA's Youth. Latino.
Women, and Black Civic Engagement
Funds to identify areas of mutual
interest and ensure investments and
targeted areas are as coordinated

as possible.

state affiliates of America Votes and
ProgressNow. directing resources
towards efforts with the most strategic
value and impact.

Conduct ongoing outreach to DA
Partners in order to secure necessary
resources to support the work in the
critical states.

Raise $2.00 million from DA Partners
by May 2014 and distribute to

states based on highest need and
greatest impact.

Contributions or gifts to America Votes are not tax deductible as charitable contributions or as

busmess expenses under Sect/on 762(e)

Contributions or gifts to America Votes Action Fund are not tax deductible.

52 STATE ENGAGEMENT INITIATIVE



Opportunities
for Alignment

Several organizations in the DA's
Aligned Network with advocacy
capacity. including America
Votes and ProgressNow. are
critical pieces of state-based
infrastructure and are already
doing much of the targeting.
mobilization, and turnout needed
ahead of the midterms. SEI will
work with these organizations
and support their work when
possible - in addition to other
coordinated and focused
initiatives identi?ed by in-state
donor alliances as filling the
greatest need or potential

to have the most impact -

as it supports widespread
engagement and turnout efforts
in 2014.

With scarce resources and many
priority states. SEI will coordinate
its giving with those already
focused on state-based giving.
including in-state and national
donors. Additionally. SEI will
align funding priorities with the
DA-recommended engagement
funds that are already supporting
efforts to engage and turnout
young people, Latinos. African
Americans. and women.





Private and Confidential to Democracy Alliance

A









nini?vrfm. i!
i .l'yr

.-



iv

- v.

in the spring of 2012, the Democracy Alliance (DA) Introduced a three-year Investment
pertfoilo grounded In the assumption that sustainable progressive change requires
a robust, multicfaceted infrastructure. As part of that approach. we created the

Progressive Infrastructure Map (referred to as ?the Map") to reflect the work of a wide

range of organizations that drive the progressive agenda.



I

The Map currently reflects 172 organizations and efforts. 40 of which have been nominated

"w


by Partners over the last two years. and contributions to all of these organizations count
toward Partners' annual giving requirements. A complete list of organizations Included on
the Progressive Infrastructure Map follows on the next page.

mmruwwu

Each organization has been vetted by the Investment Services staff acc0rding to criteria

I
I

established by the DA's Board of Directors, which stipulates that each organization be:

Politically active and progressive;
Signi?cant in scale and primarily national in scope;
Strategically signi?cant: and

Collaborative.

Most importantly, the Map provides Partners access to a central repository of privileged
and timely information on scores of progressive organizations via the DA's new community

website - something that does not exist anywhere else in the movement.

Fully launched in fall 2013. this new website allows us to share with Partners much of the
movement's activities. goals, intended impact. and finances in innovative ways - equipping
Partners with an additional tool to guide strategic investments in the movement. Built

with the ability for organizations to share their information with others on the Map as well,



the website has the potential to become a go-to source for timely information. providing

a snapshot of the collective power and impact of our movement. Doing so will allow
us to track movement trends. search for new investment Opportunities, showcase how
organizations are working together to amplify their impact. and tell the complete story of

the DA's collective reach and impact as a community.

'Wr um




I





mm DarnocracyAlliance aorz-zou on pearl-cue senlue 2014 53



PROGRESSIVE INFRASTRUCTURE MAP SPRING 2014

350.0rg

Advancement Project I

The Agenda Project

Alliance for Justice

AIterNet

America Votes

American Bridge let Century
American Constitution Society

American Independent News
Network

American Sustainable Business
Coucil

Americans for Responsible
Solutions

Americans United For Change
Analyst Institute

The Atlas Project

Auburn Seminary

Ballot Initiative Strategy Center

Bend the Arc: A Jewish
Partnership for Justice

Black Civic Engagement Fund
BlueGreen Alliance

Brave New Films I

Brennan Center for Justice

The Bus Federation

Campaign for America's Future I
Catalist

Catholics United

Center for American Progress
Center tor Community Change

Center for Economic
and Policy Research

Center for Media and Democracy

2012-2014 DA PORTFOLIO

Center for Political
Accountability

The Center for Popular
Democracy

Center for Responsible Lending
Center for Social Inclusion I
Center for Story-based Strategy

Center on Budget and Policy
Priorities

Citizen Engagement Laboratory I
Climate Reality Project

Coalition to Stop Gun Violence
Code for Progress
ColorofChange.org

Common Cause

Common Purpose Project

Constitutional
Accountability Center

Corporate Action Network
CREW I

Democracy for America
Democracy Initiative
Democracy Now I
Democracy: A Journal of Ideas
Demos

Drug Policy Alliance
Economic Innovation Institute
Economic Policy Institute I
Emerge America

EMILY's List I

Energy Action Coalition
Enroll America

Environment America

Fair Elections Legal Netw0rk

Fair Share Alliance

Faith in Public Life

The Foundation for the Future
Free Press I

Free Speech for PeOpie
Free Speech TV
Freedom to Marry
Friends of Democracy
Fund for the Republic
Gamallel Foundation I
Gamechanger Networks
Generational Alliance


Green Corps

Green For All

Head Count Inc.

Hip Hop Caucus

House Majority PAC
Human Rights Campaign
I Vote

Institute for Research
Education on Human Rights

Institute on Taxation and
Economic Policy

Street

Justice at Stake

Know Your Care

Latino Engagement Fund

Lawyers' Committee for Civil
Rights Under Law

Leadership Center for the
Common Good

Leadership Conference on Civil
and Human Rights

League of Conservation Voters

Private and Con?denth to Democracy Alliance





A

eta <43






I






I

1"
I

0

League of Young Voters I
Main Street Alliance

Majority PAC

The Management Center
MapLight

Mayors Against Illegal Guns
The Media Consortium

Media Matters for America
Mi Vota

Midwest Academy 1?
MomsRising

Mother Jones

Movement Advancement Project
NAACP

NARAL Pro-Choice America
The Nation

National Council of La Raza I

National Democratic
Redistricting Trust

National Domestic Workers
Aliance

National Employment Law
Project

The National Gay and Lesbian
Task Force

National immigration Forum
National People's Action
National Popular Vote
National Security Network I

New America Media


I o.




4' New Organization

2012-2014 Aligned Network Organizations
2013 Dynamic investments

New American Leaders Project
New Leaders Council

New Media Ventures

New Organizing Institute
NextGen Climate Action
NRDC

The Opportunity Agenda 9
Organizing for Action
People for the American Way
PICO National Network
Planned Parenthood
Priorities USA

Progressive Campaign Change
Committee

Progressive Congress
Progressive Majority
Progressive States Network
ProgressNow

Project New America
Project Vote

Public Campaign

Public Citizen

Race Forward

Rainforest Action Network
Rebuild the Dream

ROC United

Rock the Vote

The Roosevelt institute

Scholars Strategy Network

Sierra Club I

Small Business Majority
Sojourners I

Southern Poverty Law Center
Southern Progress Fund
State Engagement Initiative
State Voices

Student

Sunlight Foundation

The Texas Future Project?
Third Way I

Truman National Security Project
UitraVrolet

United for a Fair Economy
United Republic

US PIRGS

USActlon I

Voices for Progress

Voter Participation Center I
VoteVets.org

Voto Latino

Washington
Wellstone Action

Women's Equality Center
Working America

Young Democrats of America I
Young

Youth Engagement Fund
YP4 and YEO Network I



Over the last nine years, many of the organizations

previously recommended for support by the
Democracy Alliance have played instrumental roles
in building a stronger, more integrated progressive
infrastructure. We would like to specifically highlight
the contributions of these pervlous Alliance Partner
Organizations to the progressive movement and the
creation of a better America.

Pavate and Con?dential to DemoCreCy Alliance

1.

.





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DIRECTORY



AMERICAN CONSTITUTION
SOCIETY

Caroline Fredrickson. President
cfredrickson@acslaw.org

1333 Street. NW

11th Floor

Washington. DC 20005
Telephone: (202) 393-6181


Development Contact:

Lisa Hayes.

Vice President of Development
and Senior Counsel
ihayes@acslaw.org

501(c)(3): American
Constitution Society
EIN: 52-2313694



AMERICA VOTES

Greg Speed. President
gspeed@americavotes.org

1155 Connecticut Avenue. NW
Suite 600

Washington. DC 20005
Telephone: (202) 962-7251


Development COntact: Rebecca
Lungren, DeveIOpment Director
rlungren@americavotes.org

501(c)(4): America Votes
EIN: 26-4568349

superPAC: America Votes Action Fund
EIN: 27-4522665

Private and Con?dential to Democracy Alliance

BLACK CIVIC ENGAGEMENT
FUND

Adrianne Shropshire, Senior Advisor
adrianne.shrop@gmail.com

1201 Connecticut Ave. NW
Suite 300

Washington DC, 20036
(202) 595-1020

501(c)(3): New Venture Fund - Black
Civic Engagement Fund
EIN: 20-5806345

501(c)(4): Sixteen Thirty Fund - Black
Civic Engagement Action Fund
EIN: 26-4486735

BRENNAN CENTER FOR JUSTICE
Michael Waldman. President
michael.waldman@nyu.edu

161 Avenue of the Americas
12th Floor

New York, NY 10013
Telephone: (646) 292-8310


Development Contact: Vivien Watts.
Vice President for Development
vivien.watts@nyu.edu

501(c)(3): Brennan Center for Justice
EIN: 13-3839293

501(c)(4): Brennan Center for Justice
Strategic Fund
EIN: 03-0593698



CENTER FOR AMERICAN
PROGRESS ACTION FUND

Neera Tanden, President. CAP
ntanden@americanprogress.org

Ted Strickland. President. CAP Action


1333 Street. NW

10th Floor

Washington. DC 20005
Telephone: (202) 682-1611



Development Contact:

Abbie Gibbs, Vice President of
Development
agibbs@americanprogress.org

501(c)(3): Center for American Progress
EIN: 30-0126510

501(c)(4): Center for American Progress
Action Fund

EIN: 30-0192708

CATALIST

Laura Quinn. Chief Executive Officer
lquinn?catalist.us

1090 Vermont Avenue. NW
Suite 300

Washington. DC 20005
Telephone: (202) 962-7200


Development Contact: Gary Gruver.
Chief Financial Officer
ggruver@catalist.us

501(c)(3): Tides - New Strategies Fund
Catalist
EIN: 51-0198504

LLC: Catalist, LLC
EIN: 20-3232100

2012-2014 DA PORTFOLIO name 201: 57







CENTER ON BUDGET AND
POLICY PRIORITIES

Robert Greenstein, President
greenstein@cbpp.org

820 ist Street. NE

Suite 510

Washington, DC 20002
Telephone: (202) 408-1080


Development Contact:

Kris Pueschel,

Vice President of Institutional
Advancement
peuschel?cbpporg

501(c)(3): Center on Budget
and Policy Priorities
EIN: 524234565

CENTER FOR COMMUNITY
FOR
COMMUNITY CHANGE

Deepak Bhargava. Executive Director
dbhargava@communitychange.org

1536 Street. NW

Washington, DC 20009
Telephone: (202) 339-9326



Development Contact:

Tori O?Neal-McElrath, Director of
Institutional Advancement
toneal@communitychange.org

501(c)(3): Center for
Community Change
EIN: 52-0888113
501(c)(4): Campaign for
Community Change
EIN: 27-0061100

58 2012-2014 DA ponwouo

COMMON PURPOSE PROJECT

Erik Smith, Board Chair
esmith@commonpurposeproiectorg

1140 Connecticut Street. NW
Suite 800

Washington. DC 20036
Telephone: (202) 331-0110


Development Contact: Kristin Avery.
National Outreach Director
kavery@commonpurposeprojectorg

501(c)(4): Common
Purpose Project, Inc.?
EIN: 26-4325985

?Donations will be publicly disclosed

DEMOCRACY ALLIANCE
POOLED FUND

The Democracy Alliance Pooled

Fund enables Partners to support

the DA Aligned Network without
specifying a particular organization for
funding. Staff will allocate funds on a
semi-annual basis. prioritizing those
organizations that are in greatest need
of additional support. For contribution
information. please see:

Julie Kohier, Managing Director
jkohler@democracyalliance.org

Democracy Alliance Pooled Fund
1575 St. NW

Suite 425

Washington, DC 20005

(202) 717-8550

501(c)(3): New Venture Fund -
Democracy Alliance Pooled Fund
EIN: 20-5806345

501(c)(4): Sixteen Thirty Fund -
Democracy Alliance Pooled Fund
EIN: 26-4486735





FUND FOR THE REPUBLIC

Nick Penniman, Executive Director


333314th Street, NW

Suite 205

Washington, DC 20010
(202) 299-0265


Development Contact: Christine -
Mahler. Development Manager


501(c)(3): Fund for the Republic
EIN: 32-0384285

501(c)(4): Action for the Republic
EIN: 46-0792299

. . . .

LATINO ENGAGEMENT FUND

Eddy Morales. Director
emorales@democracyalliance.org

1575 Street, NW
Suite 425

Washington. DC 20005
(202) 717-8559

501(c)(3): New Venture Fund -
Latino Engagement Fund
EIN: 20-5806345

501(c)(4): Sixteen Thirty Fund -
Latino Engagement Action Fund
EIN: 26-4486735



Private and Con?dential to Democracy Alliance



MEDIA MATTERS FOR AMERICA

David Brock. Founder and Board Chair
DavidBrock4?gmaiLcom

455 Massachusetts Avenue, NW
6th Floor

Washington. DC 20001
Telephone: (202) 756-4100


Development Contact:
Mary Pat Bonner. Bonner Group
mpbonner@bonnergrp.com

501(c)(3): Media Matters for America
EIN: 47-0928008

501(c)(4): Media Matters Action
Network
EIN: 77-0646754

NEW MEDIA VENTURES

Christie George. Director
cgeorge@newmediaventuresorg

901 Mission Street

Suite 205

San Francisco. CA 94102
Telephone: (415) 613-6370


501(c)(4): New Media Ventures/
The Advocacy Fund

EIN: 94-3153687

c/o Snyder


(415) 561-6373

Media Ventures/Tides
EIN: 51-0198509

c/o Snyder


(415) 561-6373

Private and Con?denth to Democracy Alliance



NEW ORGANIZING INSTITUTE

Ethan Roeder. Executive Director
ethan@neworganizing.com

113319th Street, NW

Suite 850

Washington, DC 20036
Telephone: (202) 210-3924


Development Contact: Mike Piel,
Development Associate
mpiel@neworganizing.com

501(c)(3): New Organizing Institute
Education Fund

EIN: 56-2633160

501(c)(4): New Organizing Institute
EIN: 56-2538200

ORGANIZING FOR ACTION

Jon Carson, Executive Director
jcarson@barackobama.com

224 North Desplaines Street
Suite 500

Chicago, IL 60654
Telephone: (312) 882-3717


Development Contact:

Kathy Gasperine. National
Development Dlrector
kgasperine@barackobama.com

501(c)(4): Organizing for Action
EIN: 46-1827418



PROGRESSIVE MAJORITY

Gloria Totten. President
gtotten@progressivemajorityorg

1825 Street. NW

Suite 450

Washington, DC 20006

Telephone: (202) 248-5380




501(c)(3): The Public
Leadership Institute - IAF
EIN: 52-1971942

501(c)(4): Progressive Majority
Action Fund
EIN: 524861766

527: Progressive Majority
EIN: 52-2207216

PROGRESSNOW

Arshad Hasan. Executive Director
arshad@progressnow.org

5922 Excelsior Blvd.
Minneapolis. MN 55416
Telephone: (267) 237-7488


501(c)(3): ProgressNow Education
EIN: 20-8720291

501(c)(4): ProgressNow
EIN: 20-8720230

2012-2014 DA PORTFOLIO spams 2013 59



DIRECTORY

STATE ENGAGEMENT INITIATIVE

Frank Smith
fes33@me.com

Scott Anderson
scott@committeeonstatesorg

Dominic Lowell
dlowell@democracyalliance.org

c/o Democracy Alliance
1575 Street, NW

Suite 425

Washington, DC 20005
Telephone: (202) 717-8563

DA Partners may support the State
Engagement Initiative by directly
supporting any approved organization
listed in a forthcoming appendix or by
contributing to a national fund, which
will regrant resources to the states.
Although SEI's primary focus is

on 501(c)(4) activity, there are
opportunities for 501(c)(3) giving.
Partners interested in directing
501(c)(3) contributions should contact
DA or COS staff. who can provide
detailed information about in-state
opportunities and advise Partners on
where can they leverage their support
with the giving of some foundations
and other allied efforts, including the
State Infrastructure Fund (SIF) at
Public Interest Projects. Contribution
information for SIF is listed below.

501(c)(3): Public Interest Projects -
State Infrastructure Fund
EIN: 13-3191113

501(c)(4): America Votes State
Engagement Initiative
EIN: 26-4568349

527: America Votes Action Fund -

State Engagement Initiative
EIN: 27-4522665

60 2012-2014 DA pearl-cue

STATE VOICES

Tracy Sturdivant, Executive Director
tracy@statevoices.org

500 Griswold Street

Suite 2850

Detroit, MI 48226
Telephone: (313) 965-4000


Development Contact:
Elizabeth Camuti.

Senior Development Manager
elizabeth@statevoices.org

501(c)(3): State Voices
EIN: 20-1115618

EQUALITY CENTER

Kate Chapek. Executive Director


1155 Connecticut Avenue, NW
Suite 600

Washington, DC

(202) 283-8806


501(c)(3): New Venture Fund -
Women's Equality Center
EIN: 20-5806345

501(c)(4): Sixteen Thirty Fund -
Women's Equality Center Action Fund
EIN: 26-4486735

YOUTH ENGAGEMENT FUND

Alexandra Acker-Lyons, Director


c/o Democracy Alliance
1575 Street, NW
Suite 425

Washington. DC 20005
(202) 256-7183

501(c)(3): New Venture Fund -
Youth Engagement Fund
EIN: 20-5806345

501(c)(4): Sixteen Thirty Fund -
Youth Engagement Action Fund
EIN: 26-4486735

Private and Con?dential to Democracy Alliance



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