TAX FOUNDATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- TAX FOUNDATION (EIN 52-1703065)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-09-01
- IRS object ID
- 202312449349300731
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-01T11:52:22-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521853933 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JM&M | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10500 LITTLE PATUXENT PARKWAY SUITE | AddressLine1Txt |
| Address Line2 | 770 | AddressLine2Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21044 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521703065 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAX FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TAXF | BusinessNameControlTxt |
| Phone | 2024646200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1325 G STREET NW 950 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL BUNN | PersonNm |
| Person Title | PRESIDENT/SECRETARY | PersonTitleTxt |
| Phone | 2024646200 | PhoneNum |
| Signature | 2023-09-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DANIEL | PersonFirstNm |
| Person Last | BUNN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MEENA BISHNOI | PreparerPersonNm |
| PTIN | P01480769 | PTIN |
| Phone | 4108840220 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DANIEL BUNN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1325 G STREET NW 950 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,378,812 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.TAXFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1990 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | THE TAX FOUNDATION IS THE NATION'S LEADING INDEPENDENT TAX POLICY NONPROFIT. SINCE 1937, OUR PRINCIPLED RESEARCH, INSIGHTFUL ANALYSIS, AND ENGAGED EXPERTS HAVE INFORMED SMARTER TAX POLICY AT THE FEDERAL, STATE, AND GLOBAL LEVELS. FOR OVER 80 YEARS, OUR GOAL HAS REMAINED THE SAME: TO IMPROVE LIVES THROUGH TAX POLICIES THAT LEAD TO GREATER ECONOMIC GROWTH AND OPPORTUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 38 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,658,660 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,864,038 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $142,673 | PYInvestmentIncomeAmt |
| CY Investment Income | $233,143 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$287,251 | PYOtherRevenueAmt |
| CY Other Revenue | -$328,392 | CYOtherRevenueAmt |
| PY Total Revenue | $6,514,082 | PYTotalRevenueAmt |
| CY Total Revenue | $6,768,789 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $9,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $24,895 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,590,261 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,810,309 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $16,398 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $10,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,084,905 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,086,318 | PYOtherExpensesAmt |
| CY Other Expenses | $1,995,754 | CYOtherExpensesAmt |
| PY Total Expenses | $5,702,477 | PYTotalExpensesAmt |
| CY Total Expenses | $5,840,958 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $811,605 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $927,831 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,089,846 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,496,698 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $959,052 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,290,853 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,130,794 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,205,845 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ACHIEVE SIMPLE, SENSIBLE TAX POLICY AT THE FEDERAL AND STATE LEVELS BY PRODUCING AND DISSEMINATING BASIC INFORMATION AND ECONOMICALLY PRINCIPLED ANALYSIS OF TAX POLICY ISSUES AND THE SIZE OF THE TAX BURDEN BORNE BY AMERICANS AT ALL LEVELS OF GOVERNMENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,630,543 | ExpenseAmt |
| Grant | $6,971 | GrantAmt |
| Desc | FEDERAL TAX POLICY - THIS PROGRAM PROMOTES SOUND TAX POLICY IN WASHINGTON D.C. THE FOUNDATION PROVIDES OBJECTIVE DATA AND ANALYSIS ON TAX POLICY, USING SEVERAL TOOLS, INCLUDING MODELING OF ECONOMIC AND BUDGETARY EFFECTS, RESEARCH AND WRITING, CAPITOL HILL BRIEFINGS, AND CONGRESSIONAL TESTIMONY. THE FOUNDATION ESTABLISHED ITSELF AS THE GO-TO RESOURCE ON FEDERAL TAX ISSUES FOR POLICYMAKERS. IN 2022, DESPITE IN-PERSON LIMITATIONS, THE STAFF CONDUCTED MORE THAN 60 CAPITOL HILL MEETINGS, BRIEFINGS, AND PRESENTATIONS TO VARIOUS PUBLIC AUDIENCES, AND PRODUCED DOZENS OF REPORTS AND BLOG POSTS ON A VARIETY OF ISSUES THAT RECEIVED 12,570 CITATIONS IN LEADING MEDIA OUTLETS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,360,745 | ExpenseAmt |
| Grant | $5,726 | GrantAmt |
| Desc | MARKETING AND COMMUNICATION - THE FOUNDATION'S MARKETING TEAM MAKES TAX POLICY ENGAGING AND ACCESSIBLE TO TAXPAYERS, LEGISLATORS, AND THE MEDIA THROUGH INNOVATIVE, MULTI-CHANNEL CAMPAIGNS. THE FOUNDATION'S TEAM DELIVERS HIGH-QUALITY CONTENT TO THE RIGHT PEOPLE, AT THE RIGHT TIME, IN A FORMAT THAT PROMOTES DEEPER UNDERSTANDING USING TOOLS LIKE SOCIAL MEDIA, DIGITAL ADVERTISING, INTERACTIVE WEB EXPERIENCES, AND EMAIL. IN 2022, THE FOUNDATION EARNED 23,500 MEDIA CITATIONS IN THE WORLD'S TOP NEWS OUTLETS, INCLUDING THE WALL STREET JOURNAL, THE WASHINGTON POST, THE NEW YORK TIMES, NBC NEWS, FOX NEWS, AND NPR; ITS EXPERTS CONDUCTED 122 RADIO AND TV INTERVIEWS AND PLACED 24 OP-EDS; TAXFOUNDATION.ORG WAS VISITED 16.9 MILLION TIMES; ITS SOCIAL MEDIA AUDIENCE GREW 12 PERCENT TO 99,805 TOTAL FOLLOWERS; ITS DIGITAL ADVERTISING RESULTED IN 27.7 MILLION IMPRESSIONS AND DROVE 745,751 VIDEO VIEWS; AND ITS EMAIL NEWSLETTER GREW 8 PERCENT TO 58,110 SUBSCRIBERS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $666,826 | ExpenseAmt |
| Grant | $10,206 | GrantAmt |
| Desc | STATE TAX POLICY - THIS PROGRAM PROMOTES STATE TAX REFORM WITH COMPREHENSIVE ANNUAL REPORTS, RESEARCH, POLICY ANALYSIS, AND IN-DEPTH STATE-SPECIFIC STUDIES. IN 2022, THE FOUNDATION TESTIFIED OR PRESENTED TO OFFICIALS-VIRTUALLY AND IN-PERSON-IN 27 STATES, HELD MEETINGS WITH LAWMAKERS FROM 38 STATES, AND HAD 97 MEETINGS WITH IN-STATE GROUPS SPANNING NEARLY EVERY STATE AND THE DISTRICT OF COLUMBIA. THE FOUNDATION IS OFTEN LOOKED TO BY LEGISLATORS, TAXPAYERS, AND THE MEDIA (WITH 10,110 MEDIA CITATIONS IN 2022) TO RECOMMEND TAX REFORM OPTIONS OR PROVIDE ANALYSIS OF TAX PLANS, NAVIGATE AN INCREASINGLY MOBILE POST-PANDEMIC ECONOMY CHARACTERIZED BY A GREATER FOCUS ON TAX COMPETITIVENESS.THE FOUNDATION'S ANALYSIS, AND STUDIES SUCH AS THE STATE BUSINESS TAX CLIMATE INDEX, INFORM THE TAX REFORM DEBATE ACROSS THE COUNTRY AND HAVE BEEN CRUCIAL TO MAJOR TAX CHANGES IN MANY STATES, AND FOUNDATION EXPERTS HAVE BEEN A VITAL RESOURCE TO POLICYMAKERS AND JOURNALISTS AS STATES NAVIGATE AN INCREASINGLY MOBILE POST-PANDEMIC ECONOMY CHARACTERIZED BY A GREATER FOCUS ON TAX COMPETITIVENESS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $423,774 | ExpenseAmt |
| Grant | $1,992 | GrantAmt |
| Desc | GLOBAL TAX REFORM - WAS LAUNCHED IN 2018 IN ORDER TO PROMOTE PRO-GROWTH TAX POLICIES THROUGHOUT THE WORLD WITH A PRIMARY FOCUS ON EUROPE. THE GLOBAL PROGRAM PRODUCES IN-DEPTH STUDIES OF ECONOMIC DATA AND USES A VARIETY OF MEASURES, SUCH AS THE INTERNATIONAL TAX COMPETITIVENESS INDEX, TO COMPARE TAX SYSTEMS. THE FOUNDATION'S EXPERTS HAVE PROVIDED BRIEFINGS IN COUNTRIES THROUGHOUT EUROPE AND ARE RELIED UPON BY MEDIA, POLICY MAKERS, AND OTHER POLICY GROUPS TO PROVIDE ANALYSIS OF TAX PROPOSALS THROUGHOUT THE WORLD. IN 2022, THE TAX FOUNDATION'S WORK WAS CITED IN 95 COUNTRIES AND RECEIVED 4,120 INTERNATIONAL MEDIA CITATIONS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $423,774 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $1,992 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $4,081,888 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 18 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 38 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL BUNN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2024646200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1325 G STREET NW 950 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| DANIEL D BUNN | |||||||
| PRESIDENT/SECRETARY AS OF OCTOBER | 40.00 | Yes (X) | Yes (X) | $206,882 | $0 | $21,685 | |
| DAVID P LEWIS | |||||||
| CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES W LINTOTT | |||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THE HONORABLE PHILIP ENGLISH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DENNIS GROTH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DOUGLAS HOLTZ-EAKIN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN KRANZ | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAMELA OLSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SARAH MCGILL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TOM ROESSER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT HODGE | |||||||
| PRESIDENT/SECRETARY UNTIL JULY | 40.00 | Yes (X) | Yes (X) | $347,918 | $0 | $15,459 | |
| MICHAEL VOLGER | |||||||
| SR. OFFICER, DEVELOPMENT & PARTNERSHIPS | 40.00 | $170,348 | $0 | $8,709 | Yes (X) | ||
| WILLIAM MCBRIDE | |||||||
| VP OF FEDERAL TAX POLICY | 40.00 | $173,993 | $0 | $12,510 | Yes (X) | ||
| COLBY PASTRE | |||||||
| VP OF MARKETING & COMMUNICATIONS | 40.00 | $135,156 | $0 | $12,703 | Yes (X) | ||
| MICHAEL RESSEGUE | |||||||
| CHIEF OF STAFF | 40.00 | $144,219 | $0 | $6,269 | Yes (X) | ||
| JARED M WALCZAK | |||||||
| VP OF STATE PROJECTS | 40.00 | $136,469 | $0 | $10,230 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,314,985 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $87,565 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MVP PRESS LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 43720 TRADE CENTER PLACE SUITE 135 | AddressLine1Txt |
| City | STERLING | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20166 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | DIRECT MAIL & PRINTING SERVICES | ServicesDesc |
| Compensation | $104,476 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $870,656 | FundraisingAmt |
| All Other Contributions | $5,993,382 | AllOtherContributionsAmt |
| Noncash Contributions | $47,244 | NoncashContributionsAmt |
| Total Contributions | $6,864,038 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $73,217 | TotalRevenueColumnAmt |
| Exclusion | $73,217 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,732 | TotalRevenueColumnAmt |
| Exclusion | $6,732 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $337,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $177,074 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $159,926 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $159,926 | TotalRevenueColumnAmt |
| Exclusion | $159,926 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $97,825 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $870,656 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $432,949 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$335,124 | TotalRevenueColumnAmt |
| Exclusion | -$335,124 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,768,789 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$95,249 | ExclusionAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,895 | TotalAmt |
| Program Services | $24,895 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $591,944 | TotalAmt |
| Program Services | $430,758 | ProgramServicesAmt |
| Management And General | $46,897 | ManagementAndGeneralAmt |
| Fundraising | $114,289 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,727,318 | TotalAmt |
| Program Services | $2,032,497 | ProgramServicesAmt |
| Management And General | $153,611 | ManagementAndGeneralAmt |
| Fundraising | $541,210 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,028 | TotalAmt |
| Program Services | $40,264 | ProgramServicesAmt |
| Management And General | $68,814 | ManagementAndGeneralAmt |
| Fundraising | $5,950 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,161 | TotalAmt |
| Program Services | $95,014 | ProgramServicesAmt |
| Fundraising | $33,147 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $247,858 | TotalAmt |
| Program Services | $183,633 | ProgramServicesAmt |
| Management And General | $15,329 | ManagementAndGeneralAmt |
| Fundraising | $48,896 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,278 | TotalAmt |
| Program Services | $10,641 | ProgramServicesAmt |
| Management And General | $804 | ManagementAndGeneralAmt |
| Fundraising | $2,833 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,980 | TotalAmt |
| Management And General | $124,980 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,000 | TotalAmt |
| Fundraising | $10,000 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $379,300 | TotalAmt |
| Program Services | $306,234 | ProgramServicesAmt |
| Management And General | $58,037 | ManagementAndGeneralAmt |
| Fundraising | $15,029 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,388 | TotalAmt |
| Program Services | $98,662 | ProgramServicesAmt |
| Management And General | $7,455 | ManagementAndGeneralAmt |
| Fundraising | $26,271 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,527 | TotalAmt |
| Program Services | $67,915 | ProgramServicesAmt |
| Management And General | $26,480 | ManagementAndGeneralAmt |
| Fundraising | $18,132 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,425 | TotalAmt |
| Program Services | $77,556 | ProgramServicesAmt |
| Management And General | $1,218 | ManagementAndGeneralAmt |
| Fundraising | $20,651 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $352,743 | TotalAmt |
| Program Services | $262,882 | ProgramServicesAmt |
| Management And General | $19,862 | ManagementAndGeneralAmt |
| Fundraising | $69,999 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,308 | TotalAmt |
| Program Services | $86,129 | ProgramServicesAmt |
| Management And General | $12,130 | ManagementAndGeneralAmt |
| Fundraising | $23,049 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,891 | TotalAmt |
| Program Services | $63,822 | ProgramServicesAmt |
| Management And General | $8,990 | ManagementAndGeneralAmt |
| Fundraising | $17,079 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,249 | TotalAmt |
| Program Services | $65,022 | ProgramServicesAmt |
| Management And General | $4,913 | ManagementAndGeneralAmt |
| Fundraising | $17,314 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,859 | TotalAmt |
| Program Services | $14,811 | ProgramServicesAmt |
| Management And General | $2,583 | ManagementAndGeneralAmt |
| Fundraising | $3,465 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DIRECT MAIL EXPENSES | $299,924 | $134,774 | $90,668 | $74,482 |
| DUES & SUBSCRIPTIONS | $82,316 | $61,364 | $4,612 | $16,340 |
| BAD DEBT EXPENSE | $26,250 | $5,250 | $21,000 | |
| IN KIND EXPENSES | $23,990 | $23,990 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,326 | TotalAmt |
| Program Services | $19,765 | ProgramServicesAmt |
| Management And General | $5,782 | ManagementAndGeneralAmt |
| Fundraising | $2,779 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,840,958 | TotalAmt |
| Program Services | $4,081,888 | ProgramServicesAmt |
| Management And General | $674,165 | ManagementAndGeneralAmt |
| Fundraising | $1,084,905 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $695,822 | BOYAmt |
| EOY | $549,861 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $603,652 | BOYAmt |
| EOY | $1,576,887 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $443,000 | BOYAmt |
| EOY | $147,500 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,000 | BOYAmt |
| EOY | $154,200 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,755 | BOYAmt |
| EOY | $89,725 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,233,240 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $934,786 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $291,182 | BOYAmt |
| EOY | $298,454 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,795,939 | BOYAmt |
| EOY | $3,168,921 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,496 | BOYAmt |
| EOY | $1,511,150 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,089,846 | BOYAmt |
| EOY | $7,496,698 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $291,442 | BOYAmt |
| EOY | $310,115 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $25,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $667,610 | BOYAmt |
| EOY | $1,955,738 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $959,052 | BOYAmt |
| EOY | $2,290,853 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,579,233 | BOYAmt |
| EOY | $4,599,470 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $551,561 | BOYAmt |
| EOY | $606,375 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,130,794 | BOYAmt |
| EOY | $5,205,845 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,089,846 | BOYAmt |
| EOY | $7,496,698 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $927,831 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$852,780 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,222,497 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,904,531 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,613,410 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,658,660 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,864,038 | CurrentTaxYearAmt |
| Total | $29,263,136 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,222,497 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,904,531 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,613,410 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,658,660 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,864,038 | CurrentTaxYearAmt |
| Total | $29,263,136 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,402,287 | SubstantialContributorsTotAmt |
| Public Support Total170 | $22,860,849 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $63,256 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $62,219 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $56,135 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $69,898 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $79,949 | CurrentTaxYearAmt |
| Total | $331,457 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,068 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,334 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,987 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,954 | CurrentTaxYearMinus1YearAmt |
| Total | $53,343 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $29,647,936 | TotalSupportAmt |
| Public Support CY170 | 0.77110 | PublicSupportCY170Pct |
| Public Support PY170 | 0.78030 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2021 AMOUNT: $ 2,954. HONORARIA - 2018 AMOUNT: $ 29,068. 2019 AMOUNT: $ 19,334. 2020 AMOUNT: $ 1,987. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,756,053 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,756,053 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $387,803 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $96,951 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $387,990 | CurrentYearMinus1Amt |
| Current Year | $387,803 | CurrentYearAmt |
| Total | $775,793 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,163,690 | LobbyingCeilingAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $96,998 | CurrentYearMinus1Amt |
| Current Year | $96,951 | CurrentYearAmt |
| Total | $193,949 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $290,924 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $645,581 | OtherCostOrOtherBasisAmt |
| Depreciation | $502,364 | DepreciationAmt |
| Book Value | $143,217 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $587,659 | OtherCostOrOtherBasisAmt |
| Depreciation | $432,422 | DepreciationAmt |
| Book Value | $155,237 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $298,454 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STOCKS AND MUTUTAL FUNDS | Desc |
| Book Value | $3,168,921 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $3,168,921 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTEREST IN SPLIT INTEREST AGREEMENT | $53,891 |
| DEPOSITS | $36,751 |
| RIGHT-OF-USE OPERATING LEASE | $1,361,533 |
| RIGHT-OF-USE FINANCE LEASE | $58,975 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,511,150 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| LEASE LIABILITY - OPERATING LEASE | $1,916,495 |
| LEASE LIABILITY - FINANCE LEASE | $39,243 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,955,738 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,916,009 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$852,780 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$852,780 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,768,789 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,768,789 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,840,958 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,840,958 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,840,958 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS OR THAT WOULD HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. THERE ARE NO UNRECOGNIZED TAX BENEFITS OR LIABILITIES THAT NEED TO BE RECORDED. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND & GREENLAND) | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | GRANTS TO RECIPIENTS LOCATED IN REGION | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $24,870 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $24,870 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $24,870 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | CONTRIBUTION TO THE EXPENSES OF A RESEARCH FELLOWSH AT PROMETHEUS WITH THE FOCUS ON INTERNATIONAL TAXATION AND PROMETHEUS PUBLICATION/PRESENTATION ITCI (OCT-DEC 2022) | $8,600 | WIRE | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | LFMI PROJECT PROPOSAL ON THE EC'S DIRECTIVE ON MINIMUM CORPORATE INCOME TAX ANALYSIS AND DISSEMINATION IN THE EUROPEAN UNION | $10,000 | WIRE | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 2 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | TAX FOUNDATION IDENTIFIES POTENTIAL GRANTEES AND CONDUCTS INTERVIEWS OF THOSE POTENTIAL GRANTEES TO ASSESS CAPACITY FOR PERFORMING A PROJECT. TAX FOUNDATION THEN OUTLINES A TIMELINE FOR PROJECT COMPLETION AND REQUESTS A LINE ITEM BUDGET FOR THE PROJECT AND AN INTERNAL REVIEW OF THE POTENTIAL GRANTEE'S BUDGET IS THEN PERFORMED. AFTER INTERNAL APPROVAL A GRANT IS AWARDED. A CHECK-IN INTERVIEW IS PERFORMED WITH THE GRANTEE PRIOR TO COMPLETION OF THE PROJECT. TAX FOUNDATION REVIEWS OUTPUT FROM THE PROJECT INCLUDING COMPLETION OF PROJECT DELIVERABLES, RELATED EVENTS, MEDIA IMPACT, AND POTENTIAL FOLLOW-UP OPPORTUNITIES. LASTLY, A POST-PROJECT INTERVIEW IS PERFORMED WITH THE GRANTEE TO ENSURE THAT ALL WORK WAS COMPLETED AND PERFORMANCE METRICS WERE APPROPRIATELY REPORTED. |
| PART III ACCOUNTING METHOD: |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| DAVIDSON & CO DONOR ACQUISITION & DEV STRATEGIES LLC | ||||||||
| 2127 CALIFORNIA ST NW 104 | WASHINGTON | DC | 20008 | ASSIST WITH DIRECT MAIL CAMPAIGN & FOUNDATION GRANT PROPOSAL | 0 | $0 | $110,219 | $707,765 |
| AC FITZGERALD | ||||||||
| 300 N WASHINGTON STREET SUITE 700 | ALEXANDRIA | VA | 22314 | HELPED CREATE LETTERS AND PREP AND DISUCSS FOUNDATION FUNDRA | 0 | $0 | $5,000 | $177,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $115,219 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $885,265 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL DINNER | Event1Nm |
| Gross Receipts Event1 | $968,481 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $870,656 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $97,825 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $218,700 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $165,500 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $28,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $20,749 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $968,481 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $870,656 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $97,825 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $218,700 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $165,500 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $28,000 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $20,749 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $432,949 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$335,124 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SCOTT HODGE | ||||||||||||||
| PRESIDENT/SECRETARY UNTIL JULY | $347,918 | $0 | $0 | $0 | $0 | $0 | $15,250 | $0 | $209 | $0 | $363,377 | $0 | $0 | $0 |
| DANIEL D BUNN | ||||||||||||||
| PRESIDENT/SECRETARY AS OF OCTOBER | $155,382 | $0 | $50,000 | $0 | $1,500 | $0 | $10,908 | $0 | $10,777 | $0 | $228,567 | $0 | $0 | $0 |
| WILLIAM MCBRIDE | ||||||||||||||
| VP OF FEDERAL TAX POLICY | $170,743 | $0 | $2,500 | $0 | $750 | $0 | $8,912 | $0 | $3,598 | $0 | $186,503 | $0 | $0 | $0 |
| MICHAEL VOLGER | ||||||||||||||
| SR. OFFICER, DEVELOPMENT & PARTNERSH | $170,348 | $0 | $0 | $0 | $0 | $0 | $8,500 | $0 | $209 | $0 | $179,057 | $0 | $0 | $0 |
| MICHAEL RESSEGUE | ||||||||||||||
| CHIEF OF STAFF | $140,969 | $0 | $2,500 | $0 | $750 | $0 | $2,952 | $0 | $3,317 | $0 | $150,488 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | THE TAX FOUNDATION PARTICIPATES IN THE ANNUAL THINK TANK COMPENSATION SURVEY WHICH COLLECTS COMPENSATION AND BENEFITS DATA RELEVANT TO THINK TANKS AND OTHER RESEARCH ORGANIZATIONS IN THE UNITED STATES THAT CONDUCT RESEARCH IN THE PUBLIC POLICY, FOREIGN POLICY, AND INTERNATIONAL RELATIONS ARENAS. THE BOARD OF DIRECTORS UTILIZES ITS EXPERIENCE AND EXPERTISE IN CONJUNCTION WITH THE SURVEY RESULTS IN DETERMINING THE APPROPRIATE SALARY LEVEL ANNUALLY. THE CHAIRPERSON OF THE BOARD OF DIRECTORS COMMUNICATES IN WRITING THE SALARY APPROVED BY THE BOARD TO THE APPROPRIATE ACCOUNTING AND HUMAN RESOURCES PERSONNEL. |
| PART I, LINE 7 | THE TAX FOUNDATION AWARDED PERFORMANCE BASED BONUSES TO SEVERAL EMPLOYEES, INCLUDING MOST OF THE HIGHEST COMPENSATED EMPLOYEES LISTED ON FORM 990, PART VII. THESE BONUSES ARE INCLUDED IN THE AMOUNTS REPORTED ON FORM 990, PART VII, SECTION A, COLUMN D - REPORTABLE COMPENSATION. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $23,254 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $23,990 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | Yes (1) | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 30B: | FormAndLineReferenceDesc |
| Explanation | SCHEDULE M, PART I, COLUMN (B): TAX FOUNDATION REPORTS THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FEDERAL FORM 990 IS REVIEWED BY THE ACCOUNTING PERSONNEL AND THE PRESIDENT OF THE TAX FOUNDATION BEFORE BEING SIGNED BY THE PRESIDENT. A COPY OF THE 990 IS PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS ELECTRONICALLY PRIOR TO BEING FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | AS A GENERAL POLICY MATTER THE TAX FOUNDATION DOES NOT PERMIT MEMBERS OF THE BOARD OF DIRECTORS TO ENTER INTO FINANCIAL ARRANGEMENTS, PROVIDE SERVICES, OR OTHERWISE BE COMPENSATED IN ANY MANNER, INCLUDING ANY COMPANY WITH WHICH SUCH BOARD MEMBER MAY BE ASSOCIATED. BIANNUALLY, ALL OFFICERS AND MEMBERS OF THE BOARD OF DIRECTORS MUST REVIEW AND SIGN A CONFLICT OF INTEREST POLICY STATEMENT. THE MONITORING OF COMPLIANCE IS HANDLED INFORMALLY AT REGULARLY SCHEDULED BOARD MEETINGS. FOR EMPLOYEES, THE CONFLICT OF INTEREST POLICY IS CONTAINED WITHIN THEIR EMPLOYEE MANUAL. THEY SIGN THE MANUAL WHEN THEY ARE HIRED OR WHEN CHANGES ARE MADE TO THE MANUAL. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE TAX FOUNDATION PARTICIPATES IN THE ANNUAL THINK TANK COMPENSATION SURVEY WHICH COLLECTS COMPENSATION AND BENEFITS DATA RELEVANT TO THINK TANKS AND OTHER RESEARCH ORGANIZATIONS IN THE UNITED STATES THAT CONDUCT RESEARCH IN THE PUBLIC POLICY, FOREIGN POLICY, AND INTERNATIONAL RELATIONS ARENAS. THE BOARD OF DIRECTORS UTILIZES ITS EXPERIENCE AND EXPERTISE IN CONJUNCTION WITH THE SURVEY RESULTS IN DETERMINING THE APPROPRIATE SALARY LEVEL ANNUALLY FOR THE PRESIDENT. THE LAST TIME THIS WAS DONE WAS IN NOVEMBER 2020. THE CHAIRPERSON OF THE BOARD OF DIRECTORS COMMUNICATES IN WRITING THE SALARY APPROVED BY THE BOARD TO THE APPROPRIATE ACCOUNTING AND HUMAN RESOURCES PERSONNEL IN DETERMINING THE APPROPRIATE SALARY LEVEL FOR THE PRESIDENT AND ALL STAFF MEMBERS. THE ORGANIZATION CURRENTLY HAS NO OTHER PAID OFFICERS OR STAFF MEMBERS CLASSIFIED AS "KEY EMPLOYEES" AS DEFINED BY THE IRS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION PROVIDES GOVERNING DOCUMENTS, THE FEDERAL FORM 990 AND APPLICATION FOR EXEMPTION (FEDERAL FORM 1023) TO INTERESTED PARTIES UPON REQUEST. COPIES OF THE AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ON THE WEBSITE. THE ORGANIZATION HAS NOT BEEN ASKED TO AND CURRENTLY DOES NOT HAVE A POLICY OF PROVIDING A COPY OF THE CONFLICT OF INTEREST POLICY. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION OF AN INDEPENDENT AUDITOR PROCESS DURING THE YEAR. |
Comments