2022-09-07T15:16:24-04:00 2021-10-31 202259573 THOMSON BROCK LUGER & COMPANY 3375G CAPITAL CIR NE TALLAHASSEE FL 323083736 990 2020-11-01 592811908 THE JAMES MADISON INSTITUTE FOR PUBLIC POLICY STUDIES INC JAME 8503863131 100 NORTH DUVAL STREET TALLAHASSEE FL 32301 J ROBERT MCCLURE III PRESIDENT & CEO 8503863131 2022-07-25 true J ROBERT MCCLURE 999009999 MATTHEW R HANSARD P00273516 8503857444 2022-07-25 2020 2022-09-23 18:48:47Z J ROBERT MCCLURE III 100 NORTH DUVAL STREET TALLAHASSEE FL 32301 3007719 false X JAMESMADISON.ORG X 1987 FL THE MISSION OF THE JAMES MADISON INSTITUTE IS TO INFORM THE CITIZENS OF FLORIDA ABOUT THEIR GOVERNMENT AND TO ENSURE THE FUTURE OF THE STATE BY ADVANCING FREE-MARKET IDEAS PERTAINING TO THE ISSUES OF PUBLIC POLICY. 10 10 14 15 0 1695057 2306144 41456 0 367 73050 5 5 1736885 2379199 0 0 1087129 1304445 0 450413 627259 552027 1714388 1856472 22497 522727 1678762 2254274 930600 867503 748162 1386771 THE MISSION OF THE JAMES MADISON INSTITUTE IS TO INFORM THE CITIZENS OF FLORIDA ABOUT THEIR GOVERNMENT AND TO ENSURE THE FUTURE OF THE STATE BY ADVANCING FREE-MARKET IDEAS PERTAINING TO THE ISSUES OF PUBLIC POLICY. false false 872970 RESEARCHERS PRODUCE INDEPENDENT, NON-PARTISAN REPORTS TO INFORM THE CITIZENS OF FLORIDA ABOUT IDEAS THAT ARE ROOTED IN A BELIEF IN THE U.S. CONSTITUTION AND SUCH TIMELESS IDEALS AS LIMITED GOVERNMENT, ECONOMIC FREEDOM, FEDERALISM, AND INDIVIDUAL LIBERTY COUPLED WITH INDIVIDUAL RESPONSIBILITY. THESE REPORTS INCLUDE ONE EDITION OF THE JOURNAL OF THE JAMES MADISON INSTITUTE, SEVEN ISSUES OF POLICY BRIEFS, TWO ISSUES OF THE MESSENGER NEWSLETTER, BIWEEKLY EMAILS, AND MULTIPLE, ADDITIONAL, INCIDENTAL PUBLICATIONS AS NEEDED. THESE PUBLICATIONS ARE ROUTINELY DISTRIBUTED TO INSTITUTE MEMBERS, LEGISLATORS, POLICY MAKERS, AND MEDIA, AS WELL AS MADE AVAILABLE TO THE GENERAL PUBLIC AT EVENTS, ON THEIR WEBSITE,OR UPON REQUEST. 8368 IN 2021, JMI HELD A TECH SUMMIT EVENT IN TAMPA WITH A TOTAL OF 95 ATTENDEES. THE INSTITUTE HELD NINE CIVICS-RELATED EVENTS FOR STUDENTS; POLICY EVENTS; AND STANLEY MARSHALL DAY, A CELEBRATION OF STANLEY MARSHALL. THE INSTITUTE STAFF MEMBERS ALSO PARTICIPATE IN NUMEROUS CONFERENCES BOTH STATEWIDE AND NATIONALLY. ALL THESE EVENTS SERVE MULTIPLE PURPOSES SUCH AS OUTREACH, PUBLIC POLICY AND/OR CIVICS EDUCATION, MEMBERSHIP BUILDING,NETWORKING,ETC. 881338 true true false false false false false false false false true false false false false true true false false false false false false false true false false false false true false false false false false false false false true false false false false false false false false true 28 0 true 14 true false false false false false true true false false false false false false X 10 10 false false false false false false false true true false false true true true true true true true false false FL X J ROBERT MCCLURE III 8503863131 100 N DUVAL STREET TALLAHASSEE FL 32301 X J ROBERT MCCLURE III PRESIDENT & 40.00 X X 349712 0 23929 ALLAN G BENSE CHAIRMAN EME 1.00 X 0 0 0 TIMOTHY M CERIO DIRECTOR 1.00 X 0 0 0 JF BRYAN IV DIRECTOR 1.00 X 0 0 0 GLEN T BLAUCH JR VICE CHAIR 1.00 X X 0 0 0 JOHN F KIRTLEY DIRECTOR 1.00 X 0 0 0 HAROUT SAMRA DIRECTOR 1.00 X 0 0 0 WILLIAM SHEPHERD DIRECTOR 1.00 X 0 0 0 ROBERT H GIDEL SR DIRECTOR 1.00 X 0 0 0 JEFFREY V SWAIN CHAIRMAN 1.00 X X 0 0 0 JOE S YORK DIRECTOR 1.00 X 0 0 0 349712 23929 1 false true false 1135627 1170517 350696 2306144 726 726 649539 577215 72324 72324 72324 51305 51305 MISC. 5 5 5 2379199 5 73050 349712 154677 117014 78021 743355 328785 248727 165843 34737 15364 11623 7750 99878 44176 33419 22283 76763 33952 25685 17126 1459 645 488 326 12661 5600 4236 2825 27144 27144 34844 15411 11659 7774 41597 12728 9628 19241 48459 21434 16214 10811 57986 36313 6339 15334 4084 4084 32470 14362 10864 7244 42215 18672 14125 9418 22179 9810 7421 4948 DIRECT FUNDRAISING 72532 72532 SCHOLAR AND RESEARCH FEES 33897 33897 CAMPUS REP PROGRAM 23299 23299 PRINTING & PUBLICATION 20951 20951 76250 64118 7279 4853 1856472 881338 524721 450413 155508 248037 106678 135699 33 1460 8825 11696 2000711 622957 1407718 1377754 479628 1678762 2254274 130600 67503 800000 800000 930600 867503 X 593261 1341692 154901 45079 748162 1386771 1678762 2254274 X 522727 115879 3 X X false true true false X 1117269 1469783 2831520 1695057 1984691 9098320 146539 155421 147561 101373 57138 608032 1263808 1625204 2979081 1796430 2041829 9706352 116000 200850 122100 108483 180619 728052 116000 200850 122100 108483 180619 728052 8978300 67 36 374 367 221 1065 67 36 374 367 221 1065 25 15 8 5 5 58 1263900 1625255 2979463 1796802 2042055 9707475 0.92490 0.92750 0.00000 0.00000 X PART III, LINE 12 MISCELLANEOUS INCOME 58 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 345266 345266 1407992 378992 1029000 247453 243965 3488 1377754 X 2549619 115879 3236 51305 170420 2379199 2379199 1911010 3236 51302 54538 1856472 1856472 SCHEDULE D, PAGE 3, PART X THE INTERNAL REVENUE SERVICE HAS DETERMINED THE INSTITUTE IS AN ORGANIZATION EXEMPT FROM TAX UNDER SECTION 501(C)(3). THE FINAL RULING BY THE INTERNAL REVENUE SERVICE, DATED MAY 12, 1992, STATED THE INSTITUTE IS A PUBLICLY SUPPORTED ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 509(A)(2) AND IS NOT A PRIVATE FOUNDATION. THE INSTITUTE'S FORM 990 HAS NOT BEEN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE OR THE STATE OF FLORIDA FOR THE LAST THREE YEARS. THE INSTITUTE DOES NOT ANTICIPATE THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS TO SIGNIFICANTLY CHANGE WITHIN THE NEXT TWELVE MONTHS. THE INSTITUTE RECOGNIZES INTEREST AND/OR PENALTIES RELATED TO INCOME TAX MANNERS IN INCOME TAX EXPENSE. THE INSTITUTE DID NOT HAVE ANY AMOUNTS ACCRUED FOR INTEREST AND/OR PENALTIES AT OCTOBER 31, 2021 AND OCTOBER 31, 2020. SCHEDULE D, PAGE 4, PART XI, LINE 2D FUNDRAISING EXPENSES 51,305 SCHEDULE D, PAGE 4, PART XII, LINE 2D FUNDRAISING EXPENSES 51,305 ROUNDING ADJUSTMENT -3 TECH SUMMIT 51305 51305 15648 15648 20009 51305 51305 15648 15648 20009 51305 X false false false false false false false false false J ROBERT MCCLURE III PRESIDENT & CEO 206462 143250 10385 13544 373641 X 1 350696 FAIR MARKET VALUE false false false FORM 990, PART VI THE ORGANIZATION'S CONFLICT OF INTEREST POLICY FORBIDS INCENTIVES OR GIFTS TO BE OFFERED TO POTENTIAL MEMBERS, AND THEY MAY NOT ACCEPT GIFTS IN ORDER TO GAIN BUSINESS. EMPLOYEES ARE DISCOURAGED FROM ENGAGING IN OTHER EMPLOYMENT DURING THEIR OFF-DUTY HOURS AND MUST INFORM AND HAVE AUTHORIZATON FROM THE PRESIDENT/CEO TO HOLD A SECOND JOB. FORM 990, PAGE 6, PART VI, LINE 11B A DRAFT OF FORM 990 IS EMAILED TO THE BOARD CHAIRMAN AND PRESIDENT AND CEO, TO REVIEW, BEFORE THE RETURN IS FILED. FORM 990, PAGE 6, PART VI, LINE 12C ANNUALLY, MEMBERS OF THE BOARD OF DIRECTORS AND STAFF OF THE JAMES MADISON INSTITUTE ARE REQUIRED TO REVIEW THE CONFLICT OF INTEREST POLICY AND SIGN TO AFFIRM THEY WERE UNAWARE OF ANY CONFLICT OF INTEREST. IF THEY WERE AWARE OF ANY CONFLICTS, THEY ARE TO DISCLOSE ANY POTENTIAL CONFLICTS TO THE CHAIRMAN OF THE BOARD OF DIRECTORS AND THE CEO. FORM 990, PAGE 6, PART VI, LINE 15A A COMPENSATION COMMITTEE REVIEWS AND APPROVES THE COMPENSATION OF ALL OFFICERS AND KEY EMPLOYEES. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9 FUNDRAISING EXPENSES 51,305 FUNDRAISING EXPENSES -51,305 ROUNDING ADJUSTMENT 3 TOTAL 3 FORM 990, PART XII AN AUDIT COMMITTEE IS IN CHARGE OF SELECTING AND OVERSEEING THE WORK OF INDEPENDENT AUDITORS OF THE FINANCIAL STATEMENTS.