The Center For State And Local Government Excellence Inc
- Assets
- $0.0
- Revenue
- $1.4m
- Investments
- $0.0
- Employees
- 0
- Location
- Washington, DC
- Founding
- 09/2008
- Data as of
- 12/2020
- EIN
- 26-2661207
Organization Overview
The Center For State And Local Government Excellence Inc is located in Washington, DC. The organization was established in 2008. According to its NTEE Classification (W20) the organization is classified as: Government & Public Administration, under the broad grouping of Public & Societal Benefit and related organizations. Center For State And Local Government Excellence Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2020, Center For State And Local Government Excellence Inc generated $1.4m in total revenue. The organization has seen a slow decline revenue. Over the past 6 years, revenues have fallen by an average of (2.1%) each year. All expenses for the organization totaled $2.1m during the year ending 12/2020. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Center For State And Local Government Excellence Inc has awarded 13 individual grants totaling $3,308,488. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2020
Describe the Organization's Mission:
Part 3 - Line 1
SEE PART III, LINE 1.
Describe the Organization's Program Activity:
Part 3 - Line 4a
RESEARCH -A NATIONALLY RECOGNIZED RESEARCH CENTER SERVING THE INFORMATION NEEDS OF STATE AND LOCAL GOVERNMENT OFFICIALS, THE MEDIA, THE ACADEMIC COMMUNITY, AND OTHER STAKEHOLDERS WITH RESEARCH ON RETIREMENT, HEALTH & WELLNESS, AND PUBLIC WORKFORCE TOPICS:1. PUBLISHED 19 RESEARCH REPORTS AND INFOGRAPHICS: - RETIREMENT: - AN INTRODUCTION TO POLICE AND FIRE PENSIONS (FEB 2020), WITH THE SUPPORT OF ICMA-RC. - HAVE LOCALITIES SHIFTED AWAY FROM TRADITIONAL DEFINED BENEFIT PLANS? (APR 2020), WITH THE SUPPORT OF ICMA-RC. - 2020 UPDATE: MARKET DECLINE WORSENS THE OUTLOOK FOR PUBLIC PLANS (MAY 2020), WITH THE SUPPORT OF ICMA-RC. - THE STATUS OF LOCAL GOVERNMENT PENSION PLANS IN THE MIDST OF COVID-19 (AUG 2020), WITH THE SUPPORT OF ICMA-RC. - HEALTH AND WELLNESS BENEFITS: - USE OF INDIVIDUAL MEDICARE MARKETPLACES FOR PUBLIC SECTOR RETIREE HEALTH CARE: A GUIDE FOR ELECTED OFFICIALS (MAR 2020) AND WEBINAR (3/16/20), WITH THE SUPPORT OF WILLIS TOWERS WATSON. - SURVEY RESULTS - A FOCUS ON PUBLIC SECTOR FINANCIAL WELLNESS PROGRAMS: EMPLOYEE NEEDS AND PREFERENCES (APR 2020) AND WEBINAR (4/22/20), WITH THE SUPPORT OF THE WELLS FARGO FOUNDATION. - CASE STUDIES OF SUCCESSFUL LOCAL GOVERNMENT FINANCIAL WELLNESS PROGRAMS (OCT 2020), WITH THE SUPPORT OF THE WELLS FARGO FOUNDATION. - A GUIDE TO LOCAL GOVERNMENT AND MILITARY PARTNERSHIPS IN PUBLIC HEALTH (JUN 2020), WITH THE SUPPORT OF THE CENTER FOR SHARING PUBLIC HEALTH SERVICES/KANSAS HEALTH INSTITUTE. - FINANCIAL WELLNESS PROGRAMS FOR STATE AND LOCAL EMPLOYEES: A QUICK REFERENCE GUIDE (JUL 2020), IN COLLABORATION WITH IPMA-HR AND NAST, WITH THE SUPPORT OF THE WELLS FARGO FOUNDATION. - FINANCIAL WELLNESS FACT SHEET SERIES (OCT 2020), IN COLLABORATION WITH IPMA-HR AND NAST, WITH THE SUPPORT OF THE WELLS FARGO FOUNDATION. - WORKFORCE: - PRIMER: HOW DOES THE PUBLIC HEALTH WORKFORCE COMPARE WITH THE BROADER PUBLIC SECTOR? (MAR 2020) AND WEBINAR (4/3/20), WITH THE SUPPORT OF THE DE BEAUMONT FOUNDATION. - SUCCESSFUL COLLABORATIONS BETWEEN LOCAL GOVERNMENT AND PUBLIC HEALTH: EXPLORING MULTISECTOR PARTNERSHIPS TO IMPROVE POPULATION HEALTH (NOV 2020) AND WEBINAR (11/17/20), WITH THE SUPPORT OF THE DE BEAUMONT FOUNDATION. - STATE AND LOCAL GOVERNMENT WORKFORCE: 2020 SURVEY (APR 2020) AND WEBINAR (5/14/20), IN COLLABORATION WITH IPMA-HR AND NASPE, WITH THE SUPPORT OF ICMA-RC. - SURVEY RESULTS - K-12 PUBLIC SCHOOL EMPLOYEES AND VIEWS ON RETIREMENT (JUN 2020), AND WEBINAR (8/26/20), IN COLLABORATION AND WITH THE SUPPORT OF ICMA-RC. - SURVEY FINDINGS: PUBLIC SECTOR EMPLOYEE VIEWS ON FINANCES AND EMPLOYMENT OUTLOOK DUE TO COVID-19, INFOGRAPHIC (JUN 2020), AND WEBINAR (6/18/20), IN COLLABORATION AND WITH THE SUPPORT OF ICMA-RC. - K-12 EDUCATION EMPLOYEE VIEWS ON COVID-19 INFOGRAPHIC (AUG 2020), IN COLLABORATION AND WITH THE SUPPORT OF ICMA-RC. - AFRICAN AMERICAN STATE AND LOCAL GOVERNMENT EMPLOYEES: VIEWS ON COVID-19 INFOGRAPHIC (SEP 2020), IN COLLABORATION AND WITH THE SUPPORT OF ICMA-RC. - INFOGRAPHIC: STATE AND LOCAL GOVERNMENT EMPLOYMENT (NOV 2020), IN COLLABORATION AND WITH THE SUPPORT OF ICMA-RC.2. ADDED FY2019 DATA TO THE PUBLIC PLANS DATABASE (PPD), WHICH IS UPDATED QUARTERLY WITH DATA FROM PLANS THAT RELEASED THEIR COMPREHENSIVE ANNUAL FINANCIAL REPORTS IN THE PREVIOUS QUARTER. THE FREE, INTERACTIVE DATABASE (PUBLICPLANSDATA.ORG)-A JOINT PROJECT WITH BOSTON COLLEGE CENTER FOR RETIREMENT RESEARCH AND THE NATIONAL ASSOCIATION OF STATE RETIREMENT ADMINISTRATORS-WAS EXPANDED FROM 190 TO 200 STATE AND LOCAL PENSION PLANS (118 STATE-RUN AND 82 LOCALLY-RUN), COMPRISING 95 PERCENT OF PUBLIC PLAN MEMBERSHIP AND ASSETS NATIONWIDE.
COMMUNICATIONS - ELECTED AND APPOINTED DECISION MAKERS, THE MEDIA, AND ACADEMIC LEADERS USE THE SLGE'S RESEARCH AND INFORMATION:1. HOSTED DEVELOPING THE PUBLIC SECTOR WORKFORCE OF THE FUTURE STAKEHOLDERS (VIRTUAL) MEETING, OCTOBER 29, 2020. REPRESENTATIVES FROM THE FOLLOWING STATE AND LOCAL GOVERNMENT ORGANIZATIONS ATTENDED AFSCME, APWA, ASTHO, CSG, ELGL, GFOA, ICMA, IPMA-HR, NACO, NASPE, NCSL, NFBPA, NGA, NLC, LEAD FOR AMERICA, AND ICMA-RC.2. PUBLISHED 10 ARTICLES IN NATIONAL, STATE, AND REGIONAL PUBLICATIONS:
RESEARCH -A NATIONALLY RECOGNIZED RESEARCH CENTER SERVING THE INFORMATION NEEDS OF STATE AND LOCAL GOVERNMENT OFFICIALS, THE MEDIA, THE ACADEMIC COMMUNITY, AND OTHER STAKEHOLDERS WITH RESEARCH ON RETIREMENT, HEALTH & WELLNESS, AND PUBLIC WORKFORCE TOPICS:1. PUBLISHED 19 RESEARCH REPORTS AND INFOGRAPHICS: - RETIREMENT: - AN INTRODUCTION TO POLICE AND FIRE PENSIONS (FEB 2020), WITH THE SUPPORT OF ICMA-RC. - HAVE LOCALITIES SHIFTED AWAY FROM TRADITIONAL DEFINED BENEFIT PLANS? (APR 2020), WITH THE SUPPORT OF ICMA-RC. - 2020 UPDATE: MARKET DECLINE WORSENS THE OUTLOOK FOR PUBLIC PLANS (MAY 2020), WITH THE SUPPORT OF ICMA-RC. - THE STATUS OF LOCAL GOVERNMENT PENSION PLANS IN THE MIDST OF COVID-19 (AUG 2020), WITH THE SUPPORT OF ICMA-RC. - HEALTH AND WELLNESS BENEFITS: - USE OF INDIVIDUAL MEDICARE MARKETPLACES FOR PUBLIC SECTOR RETIREE HEALTH CARE: A GUIDE FOR ELECTED OFFICIALS (MAR 2020) AND WEBINAR (3/16/20), WITH THE SUPPORT OF WILLIS TOWERS WATSON. - SURVEY RESULTS - A FOCUS ON PUBLIC SECTOR FINANCIAL WELLNESS PROGRAMS: EMPLOYEE NEEDS AND PREFERENCES (APR 2020) AND WEBINAR (4/22/20), WITH THE SUPPORT OF THE WELLS FARGO FOUNDATION. - CASE STUDIES OF SUCCESSFUL LOCAL GOVERNMENT FINANCIAL WELLNESS PROGRAMS (OCT 2020), WITH THE SUPPORT OF THE WELLS FARGO FOUNDATION. - A GUIDE TO LOCAL GOVERNMENT AND MILITARY PARTNERSHIPS IN PUBLIC HEALTH (JUN 2020), WITH THE SUPPORT OF THE CENTER FOR SHARING PUBLIC HEALTH SERVICES/KANSAS HEALTH INSTITUTE. - FINANCIAL WELLNESS PROGRAMS FOR STATE AND LOCAL EMPLOYEES: A QUICK REFERENCE GUIDE (JUL 2020), IN COLLABORATION WITH IPMA-HR AND NAST, WITH THE SUPPORT OF THE WELLS FARGO FOUNDATION. - FINANCIAL WELLNESS FACT SHEET SERIES (OCT 2020), IN COLLABORATION WITH IPMA-HR AND NAST, WITH THE SUPPORT OF THE WELLS FARGO FOUNDATION. - WORKFORCE: - PRIMER: HOW DOES THE PUBLIC HEALTH WORKFORCE COMPARE WITH THE BROADER PUBLIC SECTOR? (MAR 2020) AND WEBINAR (4/3/20), WITH THE SUPPORT OF THE DE BEAUMONT FOUNDATION. - SUCCESSFUL COLLABORATIONS BETWEEN LOCAL GOVERNMENT AND PUBLIC HEALTH: EXPLORING MULTISECTOR PARTNERSHIPS TO IMPROVE POPULATION HEALTH (NOV 2020) AND WEBINAR (11/17/20), WITH THE SUPPORT OF THE DE BEAUMONT FOUNDATION. - STATE AND LOCAL GOVERNMENT WORKFORCE: 2020 SURVEY (APR 2020) AND WEBINAR (5/14/20), IN COLLABORATION WITH IPMA-HR AND NASPE, WITH THE SUPPORT OF ICMA-RC. - SURVEY RESULTS - K-12 PUBLIC SCHOOL EMPLOYEES AND VIEWS ON RETIREMENT (JUN 2020), AND WEBINAR (8/26/20), IN COLLABORATION AND WITH THE SUPPORT OF ICMA-RC. - SURVEY FINDINGS: PUBLIC SECTOR EMPLOYEE VIEWS ON FINANCES AND EMPLOYMENT OUTLOOK DUE TO COVID-19, INFOGRAPHIC (JUN 2020), AND WEBINAR (6/18/20), IN COLLABORATION AND WITH THE SUPPORT OF ICMA-RC. - K-12 EDUCATION EMPLOYEE VIEWS ON COVID-19 INFOGRAPHIC (AUG 2020), IN COLLABORATION AND WITH THE SUPPORT OF ICMA-RC. - AFRICAN AMERICAN STATE AND LOCAL GOVERNMENT EMPLOYEES: VIEWS ON COVID-19 INFOGRAPHIC (SEP 2020), IN COLLABORATION AND WITH THE SUPPORT OF ICMA-RC. - INFOGRAPHIC: STATE AND LOCAL GOVERNMENT EMPLOYMENT (NOV 2020), IN COLLABORATION AND WITH THE SUPPORT OF ICMA-RC.2. ADDED FY2019 DATA TO THE PUBLIC PLANS DATABASE (PPD), WHICH IS UPDATED QUARTERLY WITH DATA FROM PLANS THAT RELEASED THEIR COMPREHENSIVE ANNUAL FINANCIAL REPORTS IN THE PREVIOUS QUARTER. THE FREE, INTERACTIVE DATABASE (PUBLICPLANSDATA.ORG)-A JOINT PROJECT WITH BOSTON COLLEGE CENTER FOR RETIREMENT RESEARCH AND THE NATIONAL ASSOCIATION OF STATE RETIREMENT ADMINISTRATORS-WAS EXPANDED FROM 190 TO 200 STATE AND LOCAL PENSION PLANS (118 STATE-RUN AND 82 LOCALLY-RUN), COMPRISING 95 PERCENT OF PUBLIC PLAN MEMBERSHIP AND ASSETS NATIONWIDE.
COMMUNICATIONS - ELECTED AND APPOINTED DECISION MAKERS, THE MEDIA, AND ACADEMIC LEADERS USE THE SLGE'S RESEARCH AND INFORMATION:1. HOSTED DEVELOPING THE PUBLIC SECTOR WORKFORCE OF THE FUTURE STAKEHOLDERS (VIRTUAL) MEETING, OCTOBER 29, 2020. REPRESENTATIVES FROM THE FOLLOWING STATE AND LOCAL GOVERNMENT ORGANIZATIONS ATTENDED AFSCME, APWA, ASTHO, CSG, ELGL, GFOA, ICMA, IPMA-HR, NACO, NASPE, NCSL, NFBPA, NGA, NLC, LEAD FOR AMERICA, AND ICMA-RC.2. PUBLISHED 10 ARTICLES IN NATIONAL, STATE, AND REGIONAL PUBLICATIONS:
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Joshua M Franzel President/ceo | Officer | 35.45 | $218,376 |
Rivka Liss- Levinson Vice President | Officer | 37.5 | $137,452 |
Bonnie J Faulk Secretary | Officer | 37.5 | $101,460 |
Robert J O'neill Jr Chair | OfficerTrustee | 1 | $0 |
Robert P Schultze Vice Chair | OfficerTrustee | 1 | $0 |
Sabina Agarunova Treasurer | Officer | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $1,350,543 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $1,350,543 |
| Total Program Service Revenue | $0 |
| Investment income | $802 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,351,345 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $937,176 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $482,987 |
| Compensation of current officers, directors, key employees. | $112,002 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $6,775 |
| Other employee benefits | $52,861 |
| Payroll taxes | $55,501 |
| Fees for services: Management | $281,425 |
| Fees for services: Legal | $19,449 |
| Fees for services: Accounting | $14,338 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $34,320 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $158,107 |
| Advertising and promotion | $26,543 |
| Office expenses | $8,863 |
| Information technology | $711 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $1,572 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $1,833 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $8,603 |
| All other expenses | $0 |
| Total functional expenses | $2,091,064 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $0 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $0 |
Grants Awarded
Over the last fiscal year, The Center For State And Local Government Excellence Inc has awarded $1,874,352 in support to 4 organizations.
| Grant Recipient | Amount |
|---|---|
Washington, DC PURPOSE: TRANSFER OF NET ASSETS | $794,954 |
Washington, DC PURPOSE: TRANSFER OF NET ASSETS | $794,954 |
Chestnut Hill, MA PURPOSE: PUBLIC SECTOR RETIREMENT INITIATIVE, PHASE VI | $142,222 |
Chestnut Hill, MA PURPOSE: PUBLIC SECTOR RETIREMENT INITIATIVE, PHASE VI | $142,222 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that The Center For State And Local Government Excellence Inc has recieved totaling $1,188,855.
| Awarding Organization | Amount |
|---|---|
International City Management Association Retirement Corp Washington, DC PURPOSE: PUBLIC RESEARCH | $1,188,855 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
National Committee To Preserve Social Security And Medicare Washington, DC | $5,447,556 | $14,990,578 |
Reston Association Reston, VA | $43,721,869 | $19,863,227 |
Center Forward Mc Lean, VA | $3,661,131 | $18,823,440 |
Common Cause Education Fund Washington, DC | $24,182,815 | $19,591,561 |
Union Station Redevelopment Corp Washington, DC | $149,911,473 | $10,837,768 |
Club For Growth Washington, DC | $13,409,815 | $18,704,644 |
American Legislative Exchange Council Arlington, VA | $8,013,515 | $9,832,106 |
The Project On Government Oversight Inc Washington, DC | $10,347,584 | $8,659,768 |
Center For Public Integrity Washington, DC | $8,532,975 | $5,133,204 |
Citizens For Responsibility And Ethics In Washington Inc Washington, DC | $10,777,037 | $7,612,311 |
Global Center On Cooperative Security Inc Washington, DC | $3,533,164 | $5,037,946 |
National Academy Of Public Administration Washington, DC | $9,124,692 | $10,557,793 |