2024-04-24T09:40:43-05:00 2023-06-30 061667465 PRAGER METIS CPAS LLC 1951 KIDWELL DRIVE SUITE 200 TYSONS CORNER VA 22182 990 2022-07-01 953443202 THE CLAREMONT INSTITUTE FOR THE STUDY OF STATESMANSHIP & POLITICAL PHILOSOPHY CLAR 9099812200 PO BOX 39 CLAREMONT CA 91711 ROBERT H GRANSDEN JR CFO 9099812200 2024-04-22 1 ROBERT GRANSDEN JR XXX-XX-XXXX 0 HIN CHIU LO P00968200 7038210702 2024-04-22 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X RYAN WILLIAMS PO BOX 39 CLAREMONT CA 91711 16675447 0 X WWW.CLAREMONT.ORG X 1979 WY SEE DESCRIPTION ON PART III, LINE 1. 19 15 60 0 22080 0 8531030 8025027 643028 300229 752069 742184 5350 1616 9931477 9069056 99500 162500 0 0 4510800 4852868 214459 226202 2046312 5485820 5002420 10310579 10243990 -379102 -1174934 11785033 11624405 490241 1287126 11294792 10337279 X THE MISSION OF THE CLAREMONT INSTITUTE IS TO RESTORE THE PRINCIPLES OF THE AMERICAN FOUNDING TO THEIR RIGHTFUL, PREEMINENT AUTHORITY IN OUR NATIONAL LIFE. 0 0 1839609 0 225615 CLAREMONT REVIEW OF BOOKS - OUR FLAGSHIP QUARTERLY PUBLICATION AIMS TO REAWAKEN IN AMERICAN POLITICS A STATESMANSHIP AND CITIZENSHIP WORTHY OF ITS NOBLEST POLITICAL TRADITIONS. 1016169 32500 0 EDUCATIONAL FELLOWSHIPS - SEVERAL DIFFERENT EDUCATIONAL FELLOWSHIPS ENGAGE THE NEXT GENERATION OF YOUNG PROFESSIONALS IN A LIFE-LONG STUDY OF THE PRINCIPLES OF GOVERNMENT AND THEIR APPLICATION TO TODAY'S PUBLIC POLICIES. THESE INCLUDE THE LINCOLN, JOHN MARSHALL, SPEECHWRITERS, AND SHERIFF'S FELLOWSHIPS. THE PUBLIUS FELLOWSHIPS ARE PART OF THE HENRY SALVATORI PROGRAM FOR THE AMERICAN FOUNDING AND EXPENSES FOR THAT FELLOWSHIP IS ACCOUNTED FOR THERE. 956430 0 13000 CENTER FOR THE AMERICAN WAY OF LIFE - THE INSTITUTE'S OFFICE IN WASHINGTON, D.C. IS CHARGED WITH EDUCATING POLICY MAKERS, YOUNG PROFESSIONALS, AND INTELLECTUALS, AND FORMULATING A NEW POLICY FOR THE EMERGING NEW RIGHT. 947944 0 0 THE AMERICAN MIND - OUR DAILY ONLINE PUBLICATION IS DEDICATED TO APPLYING THE PRINCIPLES OF THE AMERICAN FOUNDING TO THEIR RIGHTFUL, PREEMINENT AUTHORITY IN OUR NATIONAL LIFE. 864326 0 0 STRATEGIC COMMUNICATIONS - STRATEGIC COMMUNICATION PROFESSIONALS WORK TO PROMOTE OUR MESSAGE TO POLICY MAKERS, OPINION LEADERS AND THE GENERAL PUBLIC THROUGH WEBSITES, EVENTS AND THE MEDIA. 704000 65000 0 THE HENRY SALVATORI PROGRAM FOR THE AMERICAN FOUNDING AND SALVATORI PRIZE - THE HENRY SALVATORI PROGRAM FOR THE AMERICAN FOUNDING AND SALVATORI PRIZE IN THE AMERICAN FOUNDING ARE ENDOWED BY THE LATE HENRY SALVATORI. THE ACTIVITIES OF THE HENRY SALVATORI PROGRAM FOR THE AMERICAN FOUNDING INCLUDE THE WORK OF OUR SALVATORI RESEARCH FELLOW IN THE AMERICAN FOUNDING AND OUR PUBLIUS FELLOWSHIP FOR RECENT COLLEGE GRADUATES. THE SALVATORI PRIZE IS GIVEN ANNUALLY TO A MAN OR WOMAN WHO HAS DISTINGUISHED HIMSELF OR HERSELF BY AN UNDERSTANDING OF, AND ACTIONS TAKEN TO PRESERVE AND FOSTER, THE PRINCIPLES UPON WHICH THE UNITED STATES WAS BUILT. 665450 65000 18400 OTHER EDUCATIONAL PROGRAMS OTHER EDUCATIONAL PROGRAMS INCLUDE CONFERENCES, EVENTS, PUBLICATIONS AND MORE. 391350 0 22750 CENTER FOR CONSTITUTIONAL JURISPRUDENCE THE CENTER FOR CONSTITUTIONAL JURISPRUDENCE SUPPORTS THE FILING OF LEGAL BRIEFS ADVANCING THE JURISPRUDENCE OF THE CONSTITUTION AND THE FOUNDING. IT SUPPORTS CONSTITUTIONAL LITIGATION. IT ALSO EDUCATES THE PUBLIC ON KEY MATTERS OF CONSTITUTIONAL LAW. 3573070 130000 41150 7385278 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 0 1 0 0 0 1 1 1 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 1 173 0 1 60 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 19 15 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AR CA FL GA HI IL KS KY MA MD MI MN MS NC NH NJ NM NY OR PA RI SC TN VA WI WV MO CT ND UT OK X X X ROBERT GRANSDENCFO 9099812200 PO BOX 39 CLAREMONT CA 91711 X RYAN P WILLIAMS PRESIDENT AND DIRECTOR 40.00 X X 237974 0 16710 DR CHARLES KESLER DIRECTOR, CRB EDITOR 10.00 X 247478 0 0 DR JOHN EASTMAN DIRECTOR, SENIOR FELLOW 32.00 X 168059 0 25735 DR CHRIS FLANNERY DIRECTOR, SENIOR FELLOW 40.00 X 98973 0 22377 DR JOHN MARINI DIRECTOR 1.00 X 7500 0 0 DR LARRY P ARNN DIRECTOR, VICE CHAIR 1.00 X 0 0 0 KEITH CARLSON DIRECTOR 1.00 X 0 0 0 ROY E CRUMMER DIRECTOR 1.00 X 0 0 0 DR ROBERT CURRY DIRECTOR 1.00 X 0 0 0 DR EDWARD J ERLER DIRECTOR, SENIOR FELLOW 1.00 X 940 0 0 JOEL H FARKAS DIRECTOR 1.00 X 0 0 0 JAMES E HIGGINS DIRECTOR 1.00 X 0 0 0 BRIAN T KENNEDY DIRECTOR, SENIOR FELLOW 1.00 X 0 0 0 THOMAS D KLINGENSTEIN DIRECTOR, CHAIR 1.00 X 0 0 0 DR LARRY G MATTSON DIRECTOR 1.00 X 0 0 0 ROBERT NELSON DIRECTOR 1.00 X 0 0 0 BRUCE C SANBORN DIRECTOR 1.00 X 0 0 0 DR THOMAS WEST DIRECTOR, SENIOR FELLOW 1.00 X 0 0 0 MICHAEL MALONE DIRECTOR 1.00 X 0 0 0 ROBERT H GRANSDEN JR CFO 40.00 X 153407 0 41589 DANIEL PALM CORP SECRETARY 1.00 X 4851 0 0 CHRISTOPHER CALDWELL CONTRIBUTING EDITOR 40.00 X 145186 0 42227 JAMES POULOS SENIOR EDITOR 40.00 X 153011 0 12616 ARTHUR MILIKH EXECUTIVE DIRECTOR 40.00 X 158479 0 21887 LANISHA ALMARAZ DIRECTOR OF DEVELOPMENT 40.00 X 147436 0 21539 CHRISTINE BARTON VICE PRESIDENT OF OP & DEV 40.00 X 176308 0 7286 1699602 0 211966 14 0 1 0 MORGAN MEREDITH & ASSOCIATES 22780 INDIAN CREEK DR STE 100 DULLES VA 20166 PRINTING AND MAILING 316959 CHARLES KESLER 1317 W FOOTHILL BLVD STE 120 UPLAND CA 91786 CONSULTING 247478 EMISSARY RELATIONS LLC PO BOX 8110 RANCHO SANTA FE CA 92067 CONSULTING 180000 3 8025027 1204972 8025027 PUBLICATIONS 541800 246079 223999 22080 CONFERENCE INCOME 541800 37750 37750 FEES 541800 16400 16400 300229 200241 200241 8133334 15000 7606391 0 526943 15000 541943 541943 OTHER REVENUE 900099 1616 1616 1616 9069056 279765 22080 742184 X 65000 65000 97500 97500 994493 706374 234790 53329 3108454 2046377 224893 837184 460042 322600 14127 123315 289879 195372 30100 64407 158911 111927 30084 16900 18918 18918 226202 226202 1828031 1606969 144207 76855 30796 30796 846258 431837 30268 384153 403206 290996 31888 80322 358931 267408 4670 86853 750707 702027 6967 41713 23727 23727 29457 21235 2338 5884 51797 37095 4049 10653 HONORARIA 311250 309750 1500 MEALS AND SUBSISTENCE 166071 131402 2156 32513 DEVELOPMENT & PHOTOGRAP 14277 10417 35 3825 FEES 7093 180 6213 700 2990 16 2970 4 10243990 7385278 812400 2046312 636447 685993 423607 335025 177770 330985 201753 148917 82293 52836 10386191 9259832 78725 959734 11785033 11624405 264803 280842 225438 228015 0 778269 490241 1287126 X 5953955 4883595 5340837 5453684 11294792 10337279 11785033 11624405 X -1174934 214750 2671 X 0 1 X 1 0 X 5021126 5568392 8392413 8531030 8025027 35537988 5021126 5568392 8392413 8531030 8025027 35537988 15380610 20157378 196785 210143 172081 214255 200241 993505 5223 4915 3000 5350 1616 20104 36551597 2160505 0.55150 0.52230 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER MISCELLANEOUS INCOME - 2018 AMOUNT: $ 5,223. 2019 AMOUNT: $ 4,915. 2020 AMOUNT: $ 3,000. 2021 AMOUNT: $ 5,350. 2022 AMOUNT: $ 1,616. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 201093 201093 8197678 8398771 569939 142485 0 0 490460 568298 569939 1628697 2443046 3944 91286 201093 296323 122615 142075 142485 407175 610763 PART II-B, LINE 1 LOBBYING EXPENDITURES ARE LISTED ONLY FOR YEARS 2020, 2021 AND 2022 BECAUSE THE FISCAL YEAR ENDING JUNE 30, 2021 WAS THE YEAR IN WHICH THE ORGANIZATION MADE ITS FIRST SECTION 501(H) ELECTION. THAT ELECTION WAS NOT REVOKED DURING THE FISCAL YEAR ENDING JUNE 30, 2023. 3856077 420313 116500 4159890 4390736 1185 -441294 94550 3856077 3717613 2207 756696 85780 4390736 2941104 596608 260141 80240 3717613 2744010 277093 79999 2941104 0.00000 0.62900 0.37100 0 0 59769 29151 30618 141984 119766 22218 52836 BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUST 178293 SECURITY DEPOSITS 32514 OPERATING LEASE RIGHT OF USE 748927 959734 OPERATING LEASE LIABILITY 778269 778269 X 9286477 214750 2671 217421 9069056 0 9069056 10243990 0 10243990 0 10243990 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE FOR THE HENRY SALVATORI PROGRAM FOR THE AMERICAN FOUNDING, THE HENRY SALVATORI PRIZE IN THE AMERICAN FOUNDING, THE JACK ROTH CHARITABLE FOUNDATION FELLOWSHIP FUND, PUBLIUS AND LINCOLN FELLOWSHIPS, SENIOR FELLOWS, AND GENERAL OPERATIONS. PART X, LINE 2: MANAGEMENT HAS EVALUATED THE INSTITUE'S TAX POSITIONS AND HAS CONCLUDED THAT THE INSTITUE HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THERE WAS NO TAX LIABILITY FOR UNRELATED BUSINESS INCOME FOR THE YEAR ENDED JUNE 30, 2023. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST 2,671. PART XI, LINE 2D ONE OF OUR CHARITABLE REMAINDER TRUSTS INCREASED IN VALUE BY $2,671 TO A NEW NPV OF $49,096. WE ALSO RECEIVED A NEW TRUST VALUED AT $129,197. NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 3 PROGRAM SERVICES JOURNALISM 104990 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 10 PROGRAM SERVICES JOURNALISM 13065 0 13 0 0 0 13 118055 0 118055 0 0 0 0 0 0 PART I, LINE 3: THE METHOD USED TO ACCOUNT FOR EXPENDITURES IS THE ACCRUAL METHOD. PART III ACCOUNTING METHOD: X X X X X 1 HSP DIRECT 20130 LAKEVIEW CENTER PLAZA STE 30 ASHBURN VA 20147 DIRECT MAIL 0 818170 76202 741968 EMISSARY RELATIONS LLC PO BOX 8110 RANCHO SANTA FE CA 92067 FUNDRAISING 0 25000 150000 -125000 843170 226202 616968 AK AL AR CA CO CT DC FL GA HI IL KS KY LA MA MD ME MI MN MS MO NC ND NH NJ NM NV NY OH OK OR PA RI SC TN VA WA WI WV UT 1 JOHN JAY SOCIETY INC 410 MARBLE CREEK LN NICHOLASVILLE KY 403568279 871998521 501(C)(3) 10000 0 SUPPORT CIVIC EDUCATION AND CONSTITUTIONAL GOVERNMENT LEGAL INSURRECTION FOUNDATION 18 MAPLE AVE 18 BARRINGTON RI 02806 822279600 501(C)(3) 25000 0 SUPPORT CIVIC EDUCATION AND CONSTITUTIONAL GOVERNMENT AMERICAN MOMENT 300 S INDEPENDENCE AVE SE WASHINGTON DC 20003 851875789 501(C)(3) 25000 0 SUPPORT CIVIC EDUCATION AND CONSTITUTIONAL GOVERNMENT 3 0 JOHN MARSHALL FELLOWSHIPS 14 21000 THE HENRY SALVATORI PRIZE IN THE AMERICAN FOUNDING 1 44000 PUBLIUS FELLOWSHIPS 14 21000 SHERIFFS FELLOWSHIPS 6 9000 PART I, LINE 2: GRANTS ARE MONITORED BY THE INSTITUTE'S CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER. SCHEDULE I, PART III, COLUMN (A) THE HENRY SALVATORI PRIZE IN THE AMERICAN FOUNDING IS GIVEN ANNUALLY TO A MAN OR WOMAN WHO HAS DISTINGUISHED HIMSELF OR HERSELF BY AN UNDERSTANDING OF, AND ACTIONS TAKEN TO PRESERVE AND FOSTER, THE PRINCIPLES UPON WHICH THE UNITED STATES WAS BUILT. JOHN MARSHALL FELLOWSHIPS ARE AWARDED TO LAW STUDENTS OR NEW ATTORNEYS WHO SHOW EXCEPTIONAL POTENTIAL IN THE FIELD OF CONSTITUTIONAL LAW. THE JOHN MARSHALL FELLOWS SPEND APPROXIMATELY ONE WEEK WITH CLAREMONT INSTITUTE STAFF AND SCHOLARS LEARNING TO APPLY THE PRINCIPLES OF CONTEMPORARY JURISPRUDENCE. A $1,500 HONORARIUM IS AWARDED. PUBLIUS FELLOWSHIPS ARE AWARDED TO PROMISING YOUNG CONSERVATIVES TO STUDY THE DISTINCTIVE MORAL AND POLITICAL PRINCIPLES OF THE AMERICAN CONSTITUTIONAL ORDER. PUBLIUS FELLOWS SPEND APPROXIMATELY THREE WEEKS WITH CLAREMONT INSTITUTE STAFF AND SCHOLARS LEARNING TO APPLY THE PRINCIPLES OF THE AMERICAN FOUNDING. A $1,500 HONORARIUM IS AWARDED. SHERIFFS FELLOWSHIPS ARE AWARDED TO PARTICIPANTS TO STUDY THE DISTINCTIVE MORAL AND POLITICAL PRINCIPLES OF THE AMERICAN CONSTITUTIONAL ORDER. SHERIFFS FELLOWS SPEND APPROXIMATELY ONE WEEK WITH CLAREMONT INSTITUTE STAFF AND SCHOLARS LEARNING TO APPLY THE PRINCIPLES OF THE AMERICAN FOUNDING. A $1,500 HONORARIUM IS AWARDED. X X X 0 1 X X X X 0 0 0 0 0 0 0 1 0 RYAN P WILLIAMS PRESIDENT AND DIRECTOR 237974 0 0 0 0 0 0 0 16710 0 254684 0 0 0 DR CHARLES KESLER DIRECTOR, CRB EDITOR 247478 0 0 0 0 0 0 0 0 0 247478 0 0 0 ROBERT H GRANSDEN JR CFO 153407 0 0 0 0 0 0 0 41589 0 194996 0 0 0 DR JOHN EASTMAN DIRECTOR, SENIOR FELLOW 168059 0 0 0 0 0 0 0 25735 0 193794 0 0 0 CHRISTOPHER CALDWELL CONTRIBUTING EDITOR 145186 0 0 0 0 0 0 0 42227 0 187413 0 0 0 CHRISTINE BARTON VICE PRESIDENT OF OP & DEV 176308 0 0 0 0 0 0 0 7286 0 183594 0 0 0 ARTHUR MILIKH EXECUTIVE DIRECTOR 158479 0 0 0 0 0 0 0 21887 0 180366 0 0 0 LANISHA ALMARAZ DIRECTOR OF DEVELOPMENT 132436 0 15000 0 0 0 0 0 21539 0 168975 0 0 0 JAMES POULOS SENIOR EDITOR 153011 0 0 0 0 0 0 0 12616 0 165627 0 0 0 PART I, LINE 1A THE ORGANIZATION PROVIDES SPOUSE/COMPANION TRAVEL IN RARE INSTANCES WHEN IT IS ADVANTAGEOUS TO THE INSTITUTE FOR THAT SPOUSE/COMPANION TO BE PRESENT AT AN EVENT OR MEETING. THE ORGANIZATION PROVIDES FIRST CLASS TRAVEL IN RARE INSTANCES WHEN IT IS ADVANTAGEOUS TO THE INSTITUTE OR UNUSUAL AMOUNTS OF TRAVEL ARE REQUESTED OF THE RELEVANT PERSONNEL. HOUSING ALLOWANCE IS GIVEN TO THE PRESIDENT AS PART OF HIS COMPENSATION. THIS WAS APPROVED BY THE BOARD'S COMPENSATION COMMITTEE. PART I, LINE 7 PERFORMANCE BONUS PAYMENT OF $15,000 TO L. ALMARAZ. ARTHUR MILIKH DIRECTOR, CENTER FOR THE AMERICAN WAY OF LIFE 565 CASH TUITION ASSISTANCE MATTHEW PETERSON FORMER VICE PRESIDENT OF EDUCATION 60000 CONSULTING FEE TO SERVE 12 MONTHS AS EDITOR-AT-LARGE 0 X 7 1204972 FMV 0 0 1 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED IN COLUMN (B). PART I, LINE 32B: THIRD PARTY USED TO PROCESS NONCASH CONTRIBUTIONS, WHEN GIFTS OF PUBLICLY TRADED SECURITIES ARE RECEIVED. IT IS THE PRACTICE OF THE CLAREMONT INSTITUTE TO SELL THE SECURITIES AS SOON AS IS PRUDENT, USING A LICENSED BROKER. FORM 990, PART VI, SECTION A, LINE 4 WE ARE NOW DOMICILED IN WY AND HAVE NEW ARTICLES OF INCORPORATION. FORM 990, PART VI, SECTION B, LINE 11B THE INFORMATIONAL RETURN IS PREPARED BY OUTSIDE ACCOUNTANTS AND PRESENTED TO THE AUDIT COMMITTEE. ONCE APPROVED BY THE AUDIT COMMITTEE THE RETURN IS THEN MADE AVAILABLE TO THE REST OF THE BOARD OF DIRECTORS PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS SIGNED EACH YEAR BY THE OFFICERS, DIRECTORS AND KEY EMPLOYEES OF THE INSTITUTE. THE CONFLICT OF INTEREST POLICY WAS MONITORED AND ENFORCED WITH AN ONGOING REVIEW OF VENDOR CONTRACTS. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE CEO IS DETERMINED BY A COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS WHO COMPARE THE SALARIES OF OTHER LIKE-SIZED ORGANIZATIONS. PUBLICLY AVAILABLE DATA IS REVIEWED, AND SALARIES ARE NEGOTIATED BASED ON MARKET CONSIDERATIONS AND CONDITIONS. THE SALARIES OF OTHER OFFICERS AND OTHER KEY EMPLOYEES ARE DETERMINED BY THE CEO BASED ON COMPARABLE SALARIES OF THE LIKE-SIZED ORGANIZATIONS. PUBLICLY AVAILABLE DATA IS REVIEWED, AND SALARIES ARE NEGOTIATED BASED ON MARKET CONSIDERATIONS AND CONDITIONS. FOR CERTAIN OFFICERS AND SENIOR MANAGEMENT, THE COMPENSATION COMMITTEE MUST ALSO APPROVE THE SALARY RECOMMENDATIONS MADE BY THE CEO. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION ON WWW.GUIDESTAR.COM OR UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS WERE AVAILABLE UPON REQUEST. GOING FORWARD, OUR POLICY IS TO CONTINUE MAKING PUBLICLY AVAILABLE THOSE DOCUMENTS WE ARE REQUIRED BY LAW TO DISCLOSE. PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE YEAR. FORM 990, PART IX, LINE 11G CONSULTANT FEE: PROGRAM SERVICE EXPENSES 1,066,165. MANAGEMENT AND GENERAL EXPENSES 17,306. FUNDRAISING EXPENSES 24,239. TOTAL EXPENSES 1,107,710. OUTSIDE SERVICE: PROGRAM SERVICE EXPENSES 540,804. MANAGEMENT AND GENERAL EXPENSES 126,901. FUNDRAISING EXPENSES 52,616. TOTAL EXPENSES 720,321. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF CHARITABLE REMAINDER TRUSTS 2,671.