2022-11-14T15:35:25-06:00 2021-12-31 420714325 RSM US LLP 1001 WATER ST STE 500 TAMPA FL 33602 990 2021-01-01 521101422 POLICE EXECUTIVE RESEARCH FORUM POLI 2024667820 1120 CONNECTICUT AVENUE NW 930 WASHINGTON DC 20036 CHUCK WEXLER EXECUTIVE DIRECTOR 2024667820 2022-11-14 1 CHUCK WEXLER 999009999 KRISTEN BARNETT P01234578 8133162300 2022-11-14 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z CHUCK WEXLER 1120 CONNECTICUT AVENUE NW 930 WASHINGTON DC 20036 9098163 0 X WWW.POLICEFORUM.ORG X 1978 DC PERF CONDUCTS RESEARCH ON BEST PRACTICES AND POLICIES IN POLICING, AND DISSEMINATES FINDINGS TO THE FIELD. 15 15 35 15 0 0 4832033 3093162 1002481 5854278 55254 123341 9777 27382 5899545 9098163 15688 0 0 0 3466974 4277410 0 0 0 2682317 3966822 6164979 8244232 -265434 853931 12688114 13229759 8524435 8202393 4163679 5027366 X PERF IS AN INDEPENDENT RESEARCH ORGANIZATION THAT FOCUSES ON CRITICAL ISSUES IN POLICING, SUCH AS POLICE USE OF FORCE, CRIME REDUCTION STRATEGIES, AND MAINTAINING THE HEALTH AND WELL-BEING OF POLICE OFFICERS AND ORGANIZATIONS. PERF ADVANCES PROFESSIONALISM IN POLICING THROUGH THE SHARING OF INFORMATION ABOUT BEST PRACTICES. 0 0 3786508 4596139 EDUCATION AND TRAINING: IN 2021 PERF HELD 4 SESSIONS OF ITS SENIOR MANAGEMENT INSTITUTE FOR POLICE (SMIP), A LEADERSHIP DEVELOPMENT PROGRAM FOR MID-CAREER POLICE OFFICIALS WHO IN MANY CASES WILL BE TOMORROW'S POLICE CHIEFS. A TOTAL OF 388 STUDENTS ATTENDED THE 2-WEEK SMIP PROGRAM. PERF ALSO RAMPED UP TRAINING OF OFFICERS TO IMPLEMENT PERF'S "ICAT" PROGRAM (INTEGRATING COMMUNICATIONS, ASSESSMENT, AND TACTICS), WHICH HELPS PREVENT UNNECESSARY USE OF FORCE BY POLICE AND PROMOTES BETTER OUTCOMES IN INCIDENTS THAT INVOLVE SUBJECTS WITH MENTAL ILLNESS, DEVELOPMENTAL DISABILITIES, OR OTHER CONDITIONS THAT MAY CAUSE THEM TO BEHAVE UNPREDICTABLY. IN 2021 PERF LAUNCHED A NATIONWIDE TRAINING PROGRAM TO BRING ICAT TRAINING TO POLICE DEPARTMENTS, WITH REGIONAL SESSIONS CONDUCTED IN MAINE, COLORADO, PENNSYLVANIA, FLORIDA, NORTH DAKOTA, TENNESSEE, AND WISCONSIN. IN 2021 PERF ALSO PROVIDED ICAT TRAINING TO INDIVIDUAL AGENCIES IN BUFFALO, NY; MEDFORD, MA; INDIANAPOLIS; VANCOUVER, WA; ATLANTA; NEW YORK CITY; AND OTHER CITIES. 1174459 PERF CONDUCTS A RANGE OF RESEARCH PROJECTS AND PUBLISHES FINDINGS IN REPORTS FOR POLICE PRACTITIONERS, THE NEWS MEDIA, AND THE PUBLIC. IN 2020-21, PERF PRODUCED 250 DAILY REPORTS ON ISSUES RELATED TO THE POLICE RESPONSE TO COVID-19, BEST PRACTICES FOR MANAGING LARGE DEMONSTRATONS, IMPLEMENTATION OF ICAT TRAINING TO DEPARTMENTS ACROSS THE COUNTRY, AND SPIKES IN VIOLENT CRIME. PERF ALSO PRODUCED REPORTS ON THE RELATIONSHIP BETWEEN MUNICIPAL AND CAMPUS POLICE DEPARTMENTS; THE ROLE OF POLICE IN REDUCING OPIOID OVERDOSE DEATHS; IDENTIFICATION CARDS FOR IMMIGRANT POPULATIONS; AND OTHER ISSUES. 1209601 1065001 MANAGEMENT SERVICES - PERF CONTRACTS WITH LOCAL POLICE DEPARTMENTS AND OTHER LOCAL, STATE, AND FEDERAL AGENCIES TO PROVIDE TECHNICAL ASSISTANCE AND MANAGEMENT CONSULTING SERVICES. DEPENDING ON THE NEEDS OF THE CLIENT, THESE SERVICES MAY ADDRESS A SPECIFIC QUESTION, OR MAY INVOLVE A COMPREHENSIVE REVIEW OF THE AGENCY'S OPERATIONS AND SYSTEMS. IN 2021 PERF PROVIDED THESE SERVICES IN AUSTIN, TX; PRINCE WILLIAM COUNTY, VA; PATERSON, NJ; FREDERICKSBURG, VA; ATLANTA, GA; FAYETTEVILLE, NC; AND WASHINGTON, DC. 503821 MEMBERSHIP: PERF HAS A MEMBERSHIP OF THOUSANDS OF POLICE CHIEFS AND OTHER LAW ENFORCEMENT EXECUTIVES, FEDERAL GOVERNMENT OFFICIALS, ACADEMICS, AND OTHERS WITH AN INTEREST IN POLICING AND CRIMINAL JUSTICE ISSUES. PERF HOLDS ANNUAL MEETINGS AND OTHER CONFERENCES AND EVENTS FOR ITS MEMBERS AND COMMUNICATES WITH MEMBERS ON A DAILY BASIS WITH SERVICES SUCH AS PERF'S DAILY CLIPS SERVICE, IN WHICH WE CHOOSE THE MOST IMPORTANT NEWS MEDIA STORIES ABOUT ISSUES IN POLICING AND EMAIL A LIST OF THESE STORIES TO MEMBERS EVERY MORNING. PERF ALSO SENT 250 DAILY REPORTS TO MEMBERS FOCUSING ON COVID-19 ISSUES AND OTHER CRITICAL MATTERS IN POLICING. 138999 157413 EXECUTIVE SEARCH: OVER THE PAST 20 YEARS, PERF HAS ASSISTED WITH OVER 100 CITIES, COUNTIES, AND OTHER JURISDICTIONS TO IDENTIFY THE BEST CANDIDATES FOR POSITIONS AS POLICE CHIEF AND OTHER LEADERSHIP POSITIONS. PERF ALSO HAS PUBLISHED SEVERAL BOOKS ON EXECUTIVE DEVELOPMENT FOR POLICING PROFESSIONALS, SUCH AS "COMMAND PERFORMANCE: A CAREER GUIDE FOR POLICE EXECUTIVES, AND "CHAPTER 2: HOW POLICE CHIEFS AND SHERIFFS ARE FINDING MEANING AND PURPOSE IN THE NEXT STAGE OF THEIR CAREERS." 68620 35725 PUBLICATIONS: PERF'S PUBLICATIONS DEPARTMENT MANAGES THE EDITING AND PRODUCTION OF PERF REPORTS, AS WELL AS MANAGING PERF'S WEBSITE, FIELDING NEWS MEDIA INQUIRIES ABOUT ISSUES IN POLICING, AND MAINTAINING PERF'S PRESENCE ON SOCIAL MEDIA. 1038102 DEMONSTRATION AND TECHNICAL ASSISTANCE: PERF PROVIDES TECHNICAL ASSISTANCE ON SPECIFIC ISSUES IN POLICING TO LAW ENFORCEMENT AGENCIES. FUNDERS INCLUDE FEDERAL GOVERNMENT AGENCIES, PRIVATE FOUNDATIONS, AND CITY AND COUNTY GOVERNMENTS THAT REQUEST SUCH ASSISTANCE. ISSUES ADDRESSED IN 2021 INCLUDE BEST PRACTICES IN RESPONDING TO COVID-19; IDENTIFYING BEST PRACTICE FOR POLICE TO DE-ESCALATE USE OF FORCE CASES; OFFICER SAFETY AND WELLNESS; IMMIGRATION-RELATED ISSUES IN POLICING; CYBERCRIME; USE OF DRONES IN POLICING; AND VEHICULAR PURSUITS. 1749542 193138 7920110 1 1 0 1 0 0 0 0 0 0 1 0 0 0 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 65 0 1 35 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X KEN HARTWICK CHIEF FINANCIAL OFFICER 2024667820 1120 CONNECTICUT AVENUE NW 930 WASHINGTON DC 20036 MICHAEL HARRISON PRESIDENT 1.00 X X 0 0 0 DANIEL SLAUGHTER VICE PRESIDENT 1.00 X X 0 0 0 JEFF SPIVEY TREASURER 1.00 X X 0 0 0 MICHAEL CHITWOOD SECRETARY 1.00 X X 0 0 0 MYRNA MILBURN BOARD MEMBER 1.00 X 0 0 0 JEFF STAUDER BOARD MEMBER 1.00 X 0 0 0 KELLY ADKISSON BOARD MEMBER 1.00 X 0 0 0 KAYTE ROBERTS BOARD MEMBER 1.00 X 0 0 0 KAREN GLAESEL BOARD MEMBER 1.00 X 0 0 0 LUTHER REYNOLDS MEMBER AT LARGE 1.00 X 0 0 0 SONIA GATHERS MEMBER AT LARGE 1.00 X 0 0 0 MICHEL MOORE MEMBER AT LARGE 1.00 X 0 0 0 ILENE CURRY MEMBER AT LARGE 1.00 X 0 0 0 ERIKA SHIELDS MEMBER AT LARGE 1.00 X 0 0 0 YOLANDA BAKER MEMBER AT LARGE 1.00 X 0 0 0 CHUCK WEXLER EXECUTIVE DIRECTOR 40.00 X 422659 0 74258 KEN HARTWICK CHIEF FINANCIAL OFFICER 40.00 X 216926 0 67351 THOMAS WILSON DIR. - CENTER FOR APPLIED RESEARCH 40.00 X 213253 0 22158 CRAIG FISCHER DIRECTOR OF COMMUNICATIONS 40.00 X 206960 0 39180 KEVIN MORISON CHIEF OPERATIONS OFFICER 40.00 X 204438 0 21169 JESSICA TOLIVER DIRECTOR OF TECHNICAL ASSISTANCE 40.00 X 150815 0 39598 DANIEL ALIOTO DEPUTY DIR. OF TECH. ASSISTANCE 40.00 X 152092 0 15629 1567143 0 279343 12 0 1 0 BRIAN MANDELL 66 PARKMAN STREET UNIT 1 BROOKLINE AL 02446 CONSULTANT 144000 CHARLOTTE LANSINGER 147 94TH STREET STONE HARBOR NJ 08247 CONSULTANT 103400 2 607283 1050420 1435459 3093162 CONF. & REGISTRATIONS 611430 3704527 3704527 MANAGEMENT SERVICES 541610 1065001 1065001 EDUCATION 900099 891612 891612 EXECUTIVE SEARCH 900099 157413 157413 PUBLICATIONS 511190 35725 35725 5854278 123341 123341 OTHER REVENUE 900099 27382 27382 27382 9098163 5854278 0 150723 X 781194 473748 307446 2301716 1560507 741209 9571 9571 960374 643072 317302 224555 152243 72312 4410 4410 7500 7500 1233595 1136554 97041 172992 127205 45787 127245 28695 98550 463198 675 462523 849927 824729 25198 54773 54773 119722 119722 CATERING 681127 680379 748 MEDIA PRODUCTION 93915 93915 SITE RENTAL 66564 66564 OVERHEAD COST ALLOCATIO 0 2070881 -2070881 91854 60943 30911 8244232 7920110 324122 0 14403 13643 6160038 6496045 1091210 982695 22200 148723 6100 4696 134847 133305 684097 520318 218552 163779 4939286 5174501 101478 112372 12688114 13229759 1240332 1304906 6795836 6520251 488267 377236 8524435 8202393 X 4115923 4979610 47756 47756 4163679 5027366 12688114 13229759 853931 9756 0 X X 0 1 X 1 1 1 X 4536473 4320338 4931830 4832033 3093162 21713836 4536473 4320338 4931830 4832033 3093162 21713836 21713836 52398 62589 87464 55254 123341 381046 6274 7101 18086 9777 27382 68620 22163502 19493215 0.97970 0.98530 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2017 AMOUNT: $ 6,274. 2018 AMOUNT: $ 7,101. 2019 AMOUNT: $ 18,086. 2020 AMOUNT: $ 9,777. 2021 AMOUNT: $ 27,382. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 8236732 8236732 561837 140459 0 0 563709 603135 458257 561837 2186938 3280407 140927 150784 114564 140459 546734 820101 PART II-B PERF DID NOT ENGAGE IN ANY LOBBYING ACTIVITIES IN 2020. 584936 423514 161422 99161 96804 2357 163779 DEFERRED RENT 377236 377236 X 9100419 9756 9756 9090663 7500 7500 9098163 8236732 0 8236732 7500 7500 8244232 PART X, LINE 2: PERF IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). IN ADDITION, PERF QUALIFIES FOR CHARITABLE CONTRIBUTIONS DEDUCTIONS UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(1). INCOME THAT IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE CORPORATE INCOME TAXES. PERF HAD NO PROVISIONS FOR INCOME TAXES FOR THE YEAR ENDED DECEMBER 31, 2021. PERF COMPLIES WITH THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. MANAGEMENT EVALUATED PERFS TAX POSITIONS AND CONCLUDED THAT PERF HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. X X 0 0 0 0 0 0 0 0 0 CHUCK WEXLER EXECUTIVE DIRECTOR 326888 0 45000 0 50771 0 58000 0 16258 0 496917 0 0 0 KEN HARTWICK CHIEF FINANCIAL OFFICER 216668 0 0 0 258 0 23686 0 43665 0 284277 0 0 0 CRAIG FISCHER DIRECTOR OF COMMUNICATIONS 206198 0 0 0 762 0 21006 0 18174 0 246140 0 0 0 THOMAS WILSON DIR. - CENTER FOR APPLIED RESEARCH 204805 0 0 0 8448 0 20606 0 1552 0 235411 0 0 0 KEVIN MORISON CHIEF OPERATIONS OFFICER 195852 0 0 0 8586 0 19625 0 1544 0 225607 0 0 0 JESSICA TOLIVER DIRECTOR OF TECHNICAL ASSISTANCE 150770 0 0 0 45 0 15457 0 24141 0 190413 0 0 0 DANIEL ALIOTO DEPUTY DIR. OF TECH. ASSISTANCE 143764 0 0 0 8328 0 14390 0 1239 0 167721 0 0 0 FORM 990, PART VI THE 990 IS PREPARED BY POLICE EXECUTIVE RESEARCH FORUM'S OUTSIDE ACCOUNTING FIRM. THE 990 DRAFT IS REVIWED BY MANAGEMENT BEFORE FILING. THE 990 IS AVAILABLE TO BOARD MEMBERS UPON REQUEST. FORM 990, PART VI, SECTION A, LINE 6 THERE IS ONE CLASS OF VOTING MEMBERS, THEY ARE REFERRED TO AS GENERAL MEMBERS. THERE ARE TWO OTHER CLASSES OF MEMBERS THAT DO NOT VOTE, SUSTAINING MEMBERS AND SUBSCRIBING MEMBERS. GENERAL MEMBERS ELECT THE BOARD, ONE VOTE PER MEMBER. FORM 990, PART VI, SECTION A, LINE 7A GENERAL MEMBERS ELECT THE BOARD, ONE VOTE PER MEMBER. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY POLICE EXECUTIVE RESEARCH FORUM'S OUTSIDE ACCOUNTING FIRM. THE 990 DRAFT IS REVIWED BY MANAGEMENT BEFORE FILING. THE 990 IS MADE AVAILABLE TO BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A STRONG PROCESS OF MONITORING AND ENFORCING ITS CONFLICT OF INTEREST PROCESS THAT'S DRIVEN BY THE SENSITIVE NATURE OF LAW ENFORCEMENT RESEARCH AND PUBLIC SAFETY ISSUES. FORM 990, PART VI, SECTION B, LINE 15 PERF RETAINS AN EXTERNAL COMPENSATION CONSULTANT FOR ANNUAL REVIEW OF ITS STAFF. THE CONSULTANT ADVISES THE BOARD OF DIRECTORS OF THE SALARY PRACTICE THAT IS PERTINENT TO PERF AND COMPUTES RECOMMENDATIONS FOR ALL STAFF. THE CONSULTANT ALSO REVIEWS COMPENSATION TO MAKE SURE THAT SALARIES ARE INLINE WITH CURRENT INDUSTRY STANDARDS. THE BOARD OF DIRECTORS REVIEWS THE EXTERNAL COMPENSATION CONSULTANTS REPORT, RECOMMENDATIONS AND EXECUTIVE DIRECTOR COMPENSATION ANNUALLY. THE BOARD OF DIRECTORS MAKES RECOMMENDATIONS FOR THE EXECUTIVE DIRECTOR'S COMPENSATION. THE BOARD OF DIRECTORS MAY CHOOSE TO REVIEW AND/OR AMEND SUCH ITEMS PRIOR TO VOTING ON THEIR APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FOR THE PRECEDING 3 YEARS. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,136,554. MANAGEMENT AND GENERAL EXPENSES 97,041. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,233,595. FORM 990, PART XII, LINE 2C THE PROCESS FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT THAT AUDITED THE FINANCIAL STATEMENTS HAS BEEN CONSISTENT WITH PRIOR YEARS.