2023-05-13T16:34:57-05:00 2022-12-31 450250958 EIDE BAILLY LLP 18081 BURT ST STE 200 OMAHA NE 680224722 990 2022-01-01 208809060 PLATTE INSTITUTE FOR ECONOMIC RESEARCH INC PLAT 4024523737 6910 PACIFIC ST 216 OMAHA NE 68106 JIM VOKAL CEO 4024523737 2023-05-12 1 JIM VOKAL 999009999 1 WENDY R COOLEY CPA P01523804 4023302660 2023-05-04 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z JIM VOKAL 6910 PACIFIC ST 216 OMAHA NE 68106 1157944 0 X WWW.PLATTEINSTITUTE.ORG X 2007 NE THE PLATTE INSTITUTE'S MISSION IS TO ADVANCE POLICIES THAT REMOVE BARRIERS TO ECONOMIC GROWTH AND OPPORTUNITY IN NEBRASKA. 13 13 8 16 0 0 1085482 1157944 0 0 0 0 0 0 1085482 1157944 0 0 0 0 722769 783182 0 0 173766 302864 369736 1025633 1152918 59849 5026 405534 547175 76901 222933 328633 324242 X THE PLATTE INSTITUTE'S MISSION IS TO ADVANCE POLICIES THAT REMOVE BARRIERS TO ECONOMIC GROWTH AND OPPORTUNITY IN NEBRASKA. 0 0 294023 PROTECTING NEBRASKA TAXPAYERS - TAXES ARE INVEITABLE IN OUR SOCIETY, BUT NOT ALL TAX POLICIES ARE CREATED EQUAL. THE PLATTE INSTITUTE ADVOCATES FOR TAX REFORMS THAT CREATE A SIMPLE, SUSTAINABLE TAX STRUCTURE THAT SUPPORTS ECONOMIC GROWTH. WE'VE HELPED TO DEFEAT MORE THAN $1 BILLION IN TAX INCREASES WHILE ADVANCING LEGISLATION REDUCING INCOME TAXES, PROPERTY TAXES, AND INHERITANCE TAXES--TO NAME A FEW--MAKING NEBRASKA A MORE WELCOMING PLACE TO EARN A PAYCHECK, OWN PROPERTY, RUN A BUSINESS, OR RETIRE. 210017 BUILDING NEBRASKA'S WORKFORCE - THE PLATTE INSTITUTE IS EMPOWERING NEBRASKANS TO IDENTIFY AND COMBAT EXCESSIVE REGULATIONS, CREATING MORE OPPORTUNITIES FOR JOBSEEKERS AND ENTREPRENEURS, AND ENABLING NEW, INNOVATIVE BUSINESSES TO ENTER THE MARKETPLACE. OUR CAMPAIGN FOR JOB LICENSING REFORM HAS RECEIVED INTERNATIONAL RECOGNITION FOR OPENING CAREER AND SMALL BUSINESS PATHWAYS ACROSS THE STATE. REGULATION TOUCHES EVERY AREA OF OUR LIVES, AND OUR LEGISLATIVE EFFORTS ARE IMPROVING SERVICES AND AMENITIES AVAILABLE TO NEBRASKANS--FROM TRANSPORTATION TO HEALTH CARE TO FOOD AND BEVERAGE BUSINESSES. 210017 GOVERNMENT EFFICIENCY/TRANSPARENCY - WE'RE GIVING NEBRASKANS TOOLS AND RESOURCES TO HELP THEM KEEP AN EYE ON HOW POLICYMAKERS MANAGE THEIR TAX DOLLARS AND DECIDE POLICIES THAT IMPACT ECONOMIC OPPORTUNITY. STATE LAWMAKERS OVERWHELMINGLY APPROVED OUR PROPOSAL FOR A TRUTH IN TAXATION REQUIREMENT FOR LOCAL PROPERTY TAXES, WHICH INFORMS TAXPAYERS BY MAIL ABOUT PROPOSED PROPERTY TAX INCREASES. IN COOPERATION WITH THE NONPROFIT FLATWATER FREE PRESS, WE'RE BRINGING MORE PUBLIC RECORDS TO LIGHT, STARTING WITH A PUBLIC DATABASE OF STATE EMPLOYEE SALARIES. DURING 2022, WE WORKED ON BUDGET REFORM AND LEGISLATION TO REQUIRE VIDEO ARCHIVING OF LEGISLATIVE HEARINGS AND FLOOR DEBATE. 126009 BLUEPRINT NEBRASKA - IN 2021, THE PLATTE INSTITUTE WAS SELECTED AS ONE OF THREE ORGANIZATIONS RESPONSIBLE FOR IMPLEMENTING THE BLUEPRINT NEBRASKA STRATEGIC PLAN FOR GROWING THE STATE'S ECONOMY. WORKING ALONGSIDE NEBRASKANS IN BUSINESS, GOVERNMENT, AND COMMUNITY LIFE, WE'RE ADVANCING SOLUTIONS IDENTIFIED IN THE 15-POINT GROWING THE GOOD LIFE REPORT, INCLUDING WAYS TO BUILD MORE AFFORDABLE HOUSING, DEPLOY HIGH-SPEED BROADBAND IN UNSERVED COMMUNITIES, AND MAKE NEBRASKA THE MOST WELCOMING STATE AMONG OUR PEERS FOR JOBSEEKERS AND ENTREPRENEURS. 126009 840066 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 1 8 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X JIM VOKAL 4024523737 6910 PACIFIC STREET SUITE 216 OMAHA NE 68106 JIM VOKAL CEO 40.00 X 202721 0 22487 JIM SMITH CHIEF STRATEGY OFFICER 40.00 X 110000 0 0 PAT KEENAN CHAIRMAN 1.00 X X 0 0 0 BLAKE HOOGEVEEN VICE CHAIRMAN 1.00 X X 0 0 0 JO ELLEN STOCK TREASURER AND SECRETARY (THRU 11/22) 1.00 X X 0 0 0 OWEN PALM DIRECTOR 1.00 X 0 0 0 GAIL WERNER-ROBERTSON DIRECTOR 1.00 X 0 0 0 SID DINSDALE DIRECTOR 1.00 X 0 0 0 JIM JENKINS DIRECTOR 1.00 X 0 0 0 JOSEPH YOUNG DIRECTOR (THRU 7/22) 1.00 X 0 0 0 JON ABEGGLEN DIRECTOR (THRU 08/22) 1.00 X 0 0 0 LORI SCOTT DIRECTOR 1.00 X 0 0 0 DENNIS HIRSCHBRUNNER DIRECTOR 1.00 X 0 0 0 KYLE ARGANBRIGHT DIRECTOR 1.00 X 0 0 0 MARK GEIST DIRECTOR 1.00 X 0 0 0 LIISA STARK DIRECTOR 1.00 X 0 0 0 BOB DUDLEY DIRECTOR 1.00 X 0 0 0 JACK HENRY DIRECTOR 1.00 X 0 0 0 312721 0 22487 2 0 1 0 0 1157944 1157944 1157944 0 0 0 X 225208 96839 67060 61309 512211 425379 24007 62825 45763 33498 4302 7963 2000 2000 22001 22001 126988 125555 1433 18408 13555 3336 1517 10186 8014 1086 1086 63695 41312 10963 11420 41686 26676 581 14429 8343 8343 8532 6245 802 1485 3377 2266 483 628 PUBLISHING AND RESEARCH 38667 35067 3600 DUES AND SUBSCRIPTIONS 20758 12247 1023 7488 STAFF DEVELOPMENT 5000 5000 OTHER 95 70 9 16 1152918 840066 139086 173766 276491 222790 24008 113150 164535 85731 82580 9572 3151 6321 132691 405534 547175 76901 88089 0 134844 76901 222933 X 149921 226774 178712 97468 328633 324242 405534 547175 5026 -9417 0 X X 0 1 X 1 0 X 988717 1000501 853538 1085482 1157944 5086182 988717 1000501 853538 1085482 1157944 5086182 638060 4448122 6808 6808 5092990 1943 0.87340 0.89760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4291 4291 1148627 1152918 190292 47573 0 0 173967 150660 177563 190292 692482 1038723 9242 7752 8791 4291 30076 43492 37665 44391 47573 173121 259682 4700 4700 0 41781 40245 1536 39250 37635 1615 3151 DEPOSITS 6321 OPERATING LEASE RIGHT-OF-USE ASSET 126370 132691 OPERATING LEASE LIABILITY 134844 134844 X 1181845 23901 23901 1157944 0 1157944 1176819 23901 23901 1152918 0 1152918 PART X, LINE 2: MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING THEIR ANNUAL FILING REQUIREMENT, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. X X X 0 0 0 0 0 0 0 0 0 JIM VOKAL CEO 164721 0 38000 0 0 0 5058 0 17429 0 225208 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE, COMPRISED OF THE CHAIRMAN, VICE CHAIRMAN, SECRETARY AND TREASURER, HAS THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE CEO IS GIVEN THE FORM 990 FOR REVIEW AND SIGNATURE. THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO THE FILING OF THE FORM. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH BOARD OF DIRECTORS' DELEGATED POWERS ARE REQUIRED TO ANNUALLY SIGN A STATEMENT WHICH INDICATES THAT THE INDIVIDUAL HAS AGREED TO COMPLY WITH THE CONFLICT OF INTEREST POLICY AND DISCLOSE ALL POTENTIAL CONFLICTS. AFTER DISCLOSURES OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE BOARD OF DIRECTORS MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS VOTED UPON. THE REMAINING DIRECTORS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. FORM 990, PART VI, SECTION B, LINE 15 THE CEO MEETS WITH THE BOARD CHAIR ONCE A YEAR TO DETERMINE NEW GOALS FOR THE NEXT YEAR AND TO REVIEW IN DETAIL HOW PRIOR YEAR GOALS WERE MET. SALARY IS REVIEWED. THE BOARD CHAIR THEN CONFERS WITH THE BOARD OF DIRECTORS AND SETS FORTH COMPENSATION AND APPROVES GOALS FOR THE UPCOMING YEAR. ALL IS WRITTEN IN DETAILED REVIEW FORMAT. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC ONLY WITH SPECIFIC REQUEST. FORM 990, PART IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 125,555. MANAGEMENT AND GENERAL EXPENSES 1,433. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 126,988. FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE ASSUMES RESPONSIBILITY OVER THE AUDIT AND SELECTION OF THE INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.