2022-07-06T08:28:32-05:00 2021-12-31 260476995 TIGHE KRESS & ORR PC 2001 LARKIN AVENUE SUITE 202 ELGIN IL 60123 990 2021-01-01 363309812 THE HEARTLAND INSTITUTE HEAR 3123774000 3939 NORTH WILKE ROAD ARLINGTON HEIGHTS IL 60004 JIM LAKELY VICE PRESIDENT 3123774000 2022-07-06 1 JIM LAKELY 999009999 VICKI M MICHALSKI CPA P00443402 8476952700 2022-07-06 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z JAMES TAYLOR 3939 NORTH WILKE ROAD ARLINGTON HEIGHTS IL 60004 4106509 0 X WWW.HEARTLAND.ORG X 1984 IL RESEARCH AND WRITING ON PUBLIC POLICY ISSUES 10 10 21 0 0 0 3748445 4054969 7928 51540 23528 0 0 0 3779901 4106509 27500 12500 0 0 2047134 2057880 0 0 667400 1518453 2089036 3593087 4159416 186814 -52907 1769776 1778407 159348 220886 1610428 1557521 X TO DISCOVER, DEVELOP, AND PROMOTE FREE-MARKET SOLUTIONS TO SOCIAL AND ECONOMIC PROBLEMS 0 0 831355 1458 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 AND SCHOOL REFORM NEWS; FOR A TOTAL OF 2,506 ARTICLES. ONE PRINT QUARTERLY NEWSLETTER (THE HEARTLANDER), EIGHT EMAIL NEWSLETTERS (CLIMATE CHANGE WEEKLY, THE LEAFLET, HEARTLAND WEEKLY, BUDGET & TAX NEWS, ENVIRONMENT & CLIMATE NEWS , HEALTH CARE NEWS, SCHOOL REFORM NEWS, AND STOPPING SOCIALISM), SEVEN POLICY BRIEFS, ONE POLICY STUDY, ONE BOOK, AND ONE BOOKLET. HEARTLAND HAS 14 WEBSITES, MORE THAN 571,000 FANS OF ITS FACEBOOK PAGE, AND MORE THAN 21,000 TWITTER FOLLOWERS. 519658 7000 PUBLIC RELATIONS: SEMINARS, EVENTS, SPEAKING ENGAGEMENTS, VIDEOS, PODCASTS, AND OTHER ACTIVITIES AIMED AT EDUCATING HEARTLAND MEMBERS AND THE GENERAL PUBLIC CONCERNING PUBLIC POLICY ISSUES. HEARTLAND REPRESENTATIVES APPEARED IN PRINT, ONLINE, OR ON BROADCAST MEDIA 4,086 TIMES, REACHING A PRINT AUDIENCE OF 76.3 MILION READERS. HEARTLAND'S PODCASTS WERE DOWNLOADED 6.2 MILLION TIMES, AND OUR YOUTUBE VIDEOS GAINED 4.6 MILLION VIEWS. 627786 5500 HEARTLAND HOSTED 13 INTERNATIONAL CONFERENCES ON CLIMATE CHANGE AND TWO AMERICA FIRST ENERGY CONFERENCES SINCE 2008 ATTENDED BY MORE THAN 5,000 PEOPLE. 630150 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:$477,872STOPPING 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:$152,278 630150 2608949 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 1 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 11 0 21 0 0 0 0 0 0 0 0 0 0 0 X 10 10 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 DONNA ROOK SECRETARY 1.00 X X 0 0 0 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 JAMES JOHNSTON FORMER TREASURER 4.00 X X 0 0 0 PAUL FISHER DIRECTOR 1.00 X 0 0 0 DAVID SINGER DIRECTOR 1.00 X 0 0 0 NOAH JOHNSTON DIRECTOR 1.00 X 0 0 0 STEVE MILLOY DIRECTOR 1.00 X 0 0 0 JIM LAKELY VICE PRESIDENT 40.00 X 178649 0 0 JAMES TAYLOR PRESIDENT 40.00 X 300467 0 0 SAMUEL KARNICK DIRECTOR OF PUBLICATIONS 40.00 X 112543 0 0 DAVID HOYT EXECUTIVE DIRECTOR OF DEVE 40.00 X 110267 0 0 JUSTIN HASKINS DIRECTOR 40.00 X 110115 0 0 812041 0 0 5 0 1 0 0 4054969 4054969 FUND RAISING EVENTS 519130 50082 50082 PUBLICATION/RESEARCH 519130 1458 1458 51540 4106509 51540 0 0 12500 12500 696214 436693 147810 111711 1031701 700140 102649 228912 210443 137544 46276 26623 119522 80533 15197 23792 40414 27323 6811 6280 119762 114589 2391 2782 139277 98723 35064 5490 27516 400 27116 195939 195659 280 135890 76170 6378 53342 400821 394349 6472 2668 2668 31075 31075 CONTRACTORS 582398 327133 222448 32817 POSTAGE AND SHIPPING 238069 64118 9360 164591 PRINTING AND PUBLICATIO 124542 120234 4308 GOVERNMENT AND BANK FEE 30159 30159 20506 18500 2006 4159416 2608949 883067 667400 879024 912863 984 6852 1286140 427448 889768 858692 1769776 1778407 159348 220886 159348 220886 X 1579853 1526946 30575 30575 1610428 1557521 1769776 1778407 -52907 0 X X 0 1 X 1 0 X 5730718 5732718 4580073 3748445 4105051 23897005 5730718 5732718 4580073 3748445 4105051 23897005 8684660 15212345 461 5772 93608 23528 0 123369 94233 139848 58070 7928 1458 301537 24321911 0.62550 0.52370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 10390 10390 4149026 4159416 357971 89493 0 0 401411 429279 328654 357971 1517315 2275973 2742 8160 4562 10390 25854 100353 107320 82164 89493 379330 568995 352 352 65364 65364 927143 161874 765269 235378 231097 4281 58255 34477 23778 858692 X 4106509 0 4106509 0 4106509 4159416 0 4159416 0 4159416 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. 0 0 0 0 0 0 0 0 0 0 NORTH AMERICA - CANADA TO SUPPORT THE INTERNATIONAL CLIMATE SCIENCE COALITION AND INDEPENDENT SCIENTISTS, ECONOMISTS AND ENERGY AND POLICY EXPERTS WHO ARE WORKING TO PROMOTE BETTER UNDERSTANDING OF CLIMATE SCIENCE AND POLICY WORLDWIDE 12500 WIRE TRANSFER 0 0 0 0 0 0 0 PART III ACCOUNTING METHOD: X X X X 0 0 0 0 0 0 0 0 0 JAMES TAYLOR PRESIDENT 300467 0 0 0 0 0 0 0 0 0 300467 0 0 0 JIM LAKELY VICE PRESIDENT 178649 0 0 0 0 0 0 0 0 0 178649 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. FORM 990 PART X LINE 28 A RECLASSIFICATION WAS MADE TO THE 2020 FINANCIAL STATEMENTS FOR CONTRIBUTIONS PREVIOUSLY CLASSIFIED AS HAVING DONOR RESTRICTIONS. CHANGE IN NET ASSETS IS UNCHANGED DUE TO THIS RECLASSIFICATION.