2023-08-01T13:34:11-05:00 2022-12-31 260476995 TIGHE KRESS & ORR PC 2205 POINT BLVD SUITE 100 ELGIN IL 60123 990 2022-01-01 363309812 THE HEARTLAND INSTITUTE HEAR 3123774000 3939 NORTH WILKE ROAD ARLINGTON HEIGHTS IL 60004 JIM LAKELY VICE PRESIDENT 3123774000 2023-08-01 1 JIM LAKELY 999009999 0 MATTHEW GLOWACKI CPA MAS P01716343 8476952700 2023-07-31 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JAMES TAYLOR 3939 NORTH WILKE ROAD ARLINGTON HEIGHTS IL 60004 3896396 0 X WWW.HEARTLAND.ORG X 1984 IL TO DISCOVER, DEVELOP, AND PROMOTE FREE-MARKET SOLUTIONS TO SOCIAL AND ECONOMIC PROBLEMS 8 8 21 0 0 0 4054969 3822898 51540 19024 0 24 0 10186 4106509 3852132 12500 2600 0 0 2057880 2435321 0 0 683029 2089036 1872014 4159416 4309935 -52907 -457803 1778407 1389619 220886 272331 1557521 1117288 X TO DISCOVER, DEVELOP, AND PROMOTE FREE-MARKET SOLUTIONS TO SOCIAL AND ECONOMIC PROBLEMS 0 0 838139 18874 PUBLICATIONS: RESEARCH, WRITING, AND DISTRIBUTION OF PUBLICATIONS ON PUBLIC POLICY ISSUES, IN PRINT AND ONLINE. HEARTLAND PRODUCED PRINT AND DIGITAL ISSUES OF TWO NEWSPAPERS (ENVIRONMENT & CLIMATE NEWS, HEALTH CARE NEWS) AND DIGITAL VERSIONS OF BUDGET & TAX NEWS, SCHOOL REFORM NEWS, AND RIGHTS, JUSTICE & CULTURE NEWS; FOR A TOTAL OF 2,978 ARTICLES. IN ADDITION, THE DEPARTMENT PRODUCED ONE PRINT QUARTERLY NEWSLETTER (THE HEARTLANDER) AND NINE WEEKLY OR BIWEEKLY EMAIL NEWSLETTERS (CLIMATE CHANGE WEEKLY, THE LEAFLET, HEARTLAND WEEKLY, BUDGET & TAX NEWS, ENVIRONMENT & CLIMATE NEWS , HEALTH CARE NEWS, SCHOOL REFORM NEWS, STOPPING SOCIALISM, AND LIFE, LIBERTY, PROPERTY). HEARTLAND HAS 13 WEBSITES, MORE THAN 480,000 FANS OF ITS FACEBOOK PAGE, MORE THAN 78,000 TWITTER FOLLOWERS, AND MORE THAN 95,000 SUBSCRIBERS ON YOUTUBE. 652097 HEARTLAND REPRESENTATIVES APPEARED IN PRINT, ONLINE, OR ON BROADCAST 4,957 TIMES, REACHING A PRINT AUDIENCE OF 197.6 MILLION READERS. HEARTLAND'S PODCASTS WERE DOWNLOADED HUNDREDS OF THOUSANDS OF TIMES, AND OUR VIDEOS GOT 3.5 MILLION VIEWS. 603796 2600 174 HEARTLAND HOSTED 13 CONFERENCES ON CLIMATE CHANGE AND TWO AMERICA FIRST ENERGY CONFERENCES SINCE 2008 ATTENDED BY MORE THAN 5,000 PEOPLE. 789372 GOVERNMENT RELATIONS: PUBLICATIONS AND EVENTS GEARED TOWARD EDUCATING AND INFORMING LOCAL, STATE, AND NATIONAL ELECTED OFFICIALS ABOUT PUBLIC POLICY ISSUES. HEARTLAND PARTICIPATED IN CONFERENCES SPONSORED BY THE AMERICAN LEGISLATIVE EXCHANGE COUNCIL AND TESTIFIED BEFORE LEGISLATIVE COMMITTEES IN MULTIPLE STATES.EXPENSE: $445,250STOPPING SOCIALISM: STOPPING SOCIALISM IS A PROJECT LAUNCHED IN 2018. OWNED BY JUSTIN HASKINS, CO-DIRECTOR OF THE SOCIALISM RESEARCH CENTER AT THE HEARTLAND INSTITUTE AND THE AUTHOR OF THE AMAZON BESTSELLER SOCIALISM IS EVIL: THE MORAL CASE AGAINST MARX'S RADICAL DREAM (2018). EXPENSE: $344,122 789372 2883404 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 9 0 21 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X X X THE HEARTLAND INSTITUTE 3123774000 3939 NORTH WILKE ROAD ARLINGTON HEIGHTS IL 60004 WILLIAM ARMISTEAD DIRECTOR 1.00 X X 0 0 0 ROBERT BUFORD DIRECTOR 1.00 X X 0 0 0 JERE FABICK VICE CHAIRMAN 1.00 X X 0 0 0 JOSEPH MORRIS CHAIRMAN 1.00 X X 0 0 0 PAUL FISHER DIRECTOR 1.00 X 0 0 0 DAVID SINGER DIRECTOR 1.00 X 0 0 0 NOAH ROBINSON DIRECTOR 1.00 X 0 0 0 STEVE MILLOY DIRECTOR 1.00 X 0 0 0 JIM LAKELY VICE PRESIDENT 40.00 X 188386 0 0 JAMES TAYLOR PRESIDENT 40.00 X 331563 0 0 SAMUEL KARNICK DIRECTOR OF PUBLICATIONS 40.00 X 116186 0 0 DAVID HOYT EXECUTIVE DIRECTOR OF DEVE 40.00 X 108761 0 0 JUSTIN HASKINS DIRECTOR OF SOCIALISM RESEARCH CENTER 40.00 X 118658 0 0 863554 0 0 5 0 1 0 0 3822898 3822898 PUBLICATION/RESEARCH 516210 18874 18874 OTHER EVENTS 516210 150 150 19024 24 24 54450 44264 10186 10186 3852132 19048 0 10186 2600 2600 863554 568680 150632 144242 1201775 788168 146560 267047 227261 155350 31971 39940 142731 97150 19272 26309 42102 29293 5143 7666 213852 211642 425 1785 62916 32975 26266 3675 24278 1813 21833 632 171397 161 171122 114 140416 58901 1177 80338 46595 46569 26 29688 29688 CONTRACTORS 793809 639957 120221 33631 PRINTING AND PUBLICATIO 165726 125080 40646 POSTAGE AND SHIPPING 145741 106565 2172 37004 MEMBERSHIP 18500 18500 16994 16994 4309935 2883404 743502 683029 912863 491218 6852 2280 1311540 457135 858692 854405 0 41716 1778407 1389619 220886 230615 0 41716 220886 272331 X 1526946 1117288 30575 0 1557521 1117288 1778407 1389619 -457803 17570 0 X X 0 1 X 1 0 X 5732718 4580073 3748445 4105051 3877348 22043635 5732718 4580073 3748445 4105051 3877348 22043635 5002142 17041493 5772 93608 23528 25 122933 139848 58070 7928 1458 19024 226328 22392896 0.76100 0.62550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 24125 24125 4330074 4354199 367710 91928 0 0 429279 328654 357971 367710 1483614 2225421 8160 4562 10390 24125 47237 107320 82164 89493 91928 370905 556358 65364 65364 952543 274239 678304 235378 145669 89709 58255 37227 21028 854405 OPERATING LEASE LIABILITY 41716 41716 X 3896396 44264 44264 3852132 0 3852132 4354199 44264 44264 4309935 0 4309935 PART X, LINE 2: THE INSTITUTE ADOPTED THE IMPLEMENTATION OF FASB ASC 740. UNDER FASB ASC 740, MANAGEMENT MUST EVALUATE THE POSITIONS IT HAS TAKEN ON TAX RETURNS. MANAGEMENT HAS DETERMINED THAT THERE ARE NO TAX POSITIONS THAT WOULD RESULT IN A MORE LIKELY THAN NOT (50% CHANCE) OF BEING SUSTAINED UNDER A POTENTIAL AUDIT OR EXAMINATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES FROM 990 PART VIII LINE 8B 44,264. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING 44,264. SPEAKER EVENT 54450 54450 44264 54450 54450 44264 44264 10186 X X X X 0 0 0 0 0 0 0 0 0 JAMES TAYLOR PRESIDENT 331563 0 0 0 0 0 0 0 0 0 331563 0 0 0 JIM LAKELY VICE PRESIDENT 188386 0 0 0 0 0 0 0 0 0 188386 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE ACCOUNTING DEPARTMENT AND AUDIT COMMITTEE OF THE BOARD REVIEW THE 990 BEFORE IT IS SIGNED AND SUBMITTED. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY ASK THE BOARD MEMBERS AND INDEPENDENT CONTRACTORS TO REVIEW THE CONFLICT OF INTEREST POLICY AND COMPLETE/SIGN THE FORM. THE FORMS ARE KEPT ON FILE. WHEN MADE AWARE OF A POTENTIAL CONFLICT OF INTEREST THEY FOLLOW UP AND ENFORCE RULES (E.G. RECUSAL FROM CERTAIN VOTES). THERE IS RELIANCE ON THE PERSONS' SELF DISCLOSURES. FORM 990, PART VI, SECTION B, LINE 15 WHEN DETERMINING COMPENSATION THE BOARD USES REVIEW AND APPROVAL BY AN INDEPENDENT PERSON, COMPARABILITY DATA, AND HAS PROOF OF THE DELIBERATION AND DECISION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE BY REQUEST. FORM 990, PART XII, LINE 2C: NO CHANGES HAVE BEEN MADE TO THE PROCESS.