LUCY BURNS INSTITUTE INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
LUCY BURNS INSTITUTE INC (EIN 20-8036372)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202103199349317100
Schema version
2020v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-15T14:02:50-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN383186775PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JANSEN VALK THOMPSON & REAHM PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17171 STADIUM DRAddressLine1Txt
CityKALAMAZOOCityNm
State AbbreviationMIStateAbbreviationCd
ZIP490094943ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208036372EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LUCY BURNS INSTITUTE INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLUCYBusinessNameControlTxt
Phone6082550688PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18383 GREENWAY BLVD SUITE 600AddressLine1Txt
CityMIDDLETONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53562ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGWEN BEATTIEPersonNm
Person TitleCOOPersonTitleTxt
Phone6082550688PhoneNum
Signature2021-11-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGWENPersonFirstNm
Person LastBEATTIEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRHONDA L NEWMANPreparerPersonNm
PTINP00047726PTIN
Phone2693817600PhoneNum
Preparation2021-11-08PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerGWEN BEATTIEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line18383 GREENWAY BLVD STE 600AddressLine1Txt
CityMIDDLETONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53562ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$8,278,214GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.LUCYBURNS.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2006FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionTHE MISSION OF THE LUCY BURNS INSTITUTE IS TO EMPOWER OUR AUDIENCE TO ENGAGE IN DEMOCRACY BY DELIVERING EXCEPTIONALLY HIGH QUALITY INFORMATION. WE STRIVE TO EQUIP OUR READERS WITH INFORMATION SO THAT IT CAN BE USED IN POSITIVE, POWERFUL, AND UNFORESEEN WAYS. INFORMED VOTERS ARE THE FOUNDATION OF DEMOCRACY AND POSITIVE CHANGE STARTS WITH THEM. WE BELIEVE THAT THE ONLINE ENVIRONMENT IS AN EXTRAORDINARY OPPORTUNITY TO REACH VOTERS WITH COMPREHENSIVE FACTS, INFORMATION, AND CONTEXT. WITH YOUR HELP, WE HAVE CREATED AND CONTINUE TO BUILD BALLOTPEDIA, THE ENCYCLOPEDIA OF AMERICAN POLITICS. WITH MORE THAN 318,000 ORIGINAL ARTICLES, BALLOTPEDIAS GOAL IS TO INFORM PEOPLE ABOUT POLITICS BY PROVIDING ACCURATE AND OBJECTIVE INFORMATION ABOUT POLITICS AT ALL LEVELS OF GOVERNMENT.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee85TotalEmployeeCnt
Total Volunteers182TotalVolunteersCnt
Total Gross UBI$551,686TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$517,295NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$4,675,662PYContributionsGrantsAmt
CY Contributions Grants$5,416,690CYContributionsGrantsAmt
CY Program Service Revenue$2,086,380CYProgramServiceRevenueAmt
PY Investment Income$501,182PYInvestmentIncomeAmt
CY Investment Income$11,972CYInvestmentIncomeAmt
PY Other Revenue$194,132PYOtherRevenueAmt
CY Other Revenue$562,707CYOtherRevenueAmt
PY Total Revenue$5,370,976PYTotalRevenueAmt
CY Total Revenue$8,077,749CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$3,286,213PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$4,521,099CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$447,853CYTotalFundraisingExpenseAmt
PY Other Expenses$1,439,277PYOtherExpensesAmt
CY Other Expenses$1,784,448CYOtherExpensesAmt
PY Total Expenses$4,725,490PYTotalExpensesAmt
CY Total Expenses$6,305,547CYTotalExpensesAmt
PY Revenues Less Expenses$645,486PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,772,202CYRevenuesLessExpensesAmt
Total Assets BOY$1,933,871TotalAssetsBOYAmt
Total Assets EOY$3,815,559TotalAssetsEOYAmt
Total Liabilities BOY$195,303TotalLiabilitiesBOYAmt
Total Liabilities EOY$298,822TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,738,568NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,516,737NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MISSION OF THE LUCY BURNS INSTITUTE IS TO EMPOWER OUR AUDIENCE TO ENGAGE IN DEMOCRACY BY DELIVERING EXCEPTIONALLY HIGH QUALITY INFORMATION. WE STRIVE TO EQUIP OUR READERS WITH INFORMATION SO THAT IT CAN BE USED IN POSITIVE, POWERFUL, AND UNFORESEEN WAYS. INFORMED VOTERS ARE THE FOUNDATION OF DEMOCRACY AND POSITIVE CHANGE STARTS WITH THEM. WE BELIEVE THAT THE ONLINE ENVIRONMENT IS AN EXTRAORDINARY OPPORTUNITY TO REACH VOTERS WITH COMPREHENSIVE FACTS, INFORMATION, AND CONTEXT. WITH YOUR HELP, WE HAVE CREATED AND CONTINUE TO BUILD BALLOTPEDIA, THE ENCYCLOPEDIA OF AMERICAN POLITICS. WITH MORE THAN 318,000 ORIGINAL ARTICLES, BALLOTPEDIAS GOAL IS TO INFORM PEOPLE ABOUT POLITICS BY PROVIDING ACCURATE AND OBJECTIVE INFORMATION ABOUT POLITICS AT ALL LEVELS OF GOVERNMENT.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$5,348,766ExpenseAmt
Revenue$2,086,380RevenueAmt
DescTHE INSTITUTE MAINTAINS BALLOTPEDIA, WHICH IS THE ONLINE ENCYCLOPEDIA OF AMERICAN POLITICS AND ELECTIONS. OUR GOAL IS TO INFORM PEOPLE ABOUT POLITICS BY PROVIDING ACCURATE AND OBJECTIVE INFORMATION ABOUT POLITICS AT ALL LEVELS OF GOVERNMENT. WE ARE FIRMLY COMMITTED TO FACTUALITY. BALLOTPEDIA COVERS LOCAL, STATE AND FEDERAL POLITICS. OUR CONTENT INCLUDES NEUTRAL, ACCURATE, AND VERIFIABLE INFORMATION ON GOVERNMENT OFFICIALS AND THE OFFICES THEY HOLD, POLITICAL ISSUES AND PUBLIC POLICY, ELECTIONS, CANDIDATES, AND THE INFLUENCERS OF POLITICS. BALLOTPEDIA CURRENTLY HAS OVER 318,000 ENCYCLOPEDIC ARTICLES.Desc
Total Program Service Expenses$5,348,766TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemYes (true)BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document40IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee85EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsYes (true)ChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
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Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonKELLY RINDFLEISCHPersonNm
Phone6084442826PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18383 GREENWAY BLVD STE 600AddressLine1Txt
CityMIDDLETONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53562ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
LESLIE GRAVES
PRESIDENT/CE40.00Yes (X)$159,250$0$0
ALISON PRANGE
VP EXT RELAT40.00$139,916$0$0Yes (X)
GWEN BEATTIE
COO40.00Yes (X)$119,018$0$0
TOMAS REITZ
LEAD DEVELOP40.00$118,300$0$0Yes (X)
SARAH MARTIN
DIR-STRAT PA40.00$116,658$0$0Yes (X)
DANIEL ANDERSON
MANAGING EDI40.00$100,290$0$0Yes (X)
MEGHANN OLSHEFSKI
DIRECTOR-OPE40.00Yes (X)$92,822$0$0
SARA KEY
EXTERNAL RLT40.00Yes (X)$72,593$0$0
MIKE BARNHART
CHAIRMAN1.00Yes (X)$0$0$0Yes (X)
TIM DUNN
VICE CHAIRMA1.00Yes (X)$0$0$0Yes (X)
TODD GRAVES
BOARD MEMBER1.00$0$0$0Yes (X)
DAN LILJENQUIST
SECRETARY1.00Yes (X)$0$0$0Yes (X)
STEVEN NEMEROVSKI
TREASURER1.00Yes (X)$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$918,847TotalReportableCompFromOrgAmt
Indiv Rcvd Greater Than100 K6IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Government Grants$589,800GovernmentGrantsAmt
All Other Contributions$4,826,890AllOtherContributionsAmt
Noncash Contributions$169,016NoncashContributionsAmt
Total Contributions$5,416,690TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPRODUCT SALESDesc
Total Revenue Column$2,086,380TotalRevenueColumnAmt
Exclusion$2,086,380ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$2,086,380TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,669TotalRevenueColumnAmt
Exclusion$10,669ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$201,768SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$200,465SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,303SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,303TotalRevenueColumnAmt
Exclusion$1,303ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
ADVERTISING541800$551,686$551,686
OTHER$11,021$11,021
FieldValueIRS element (for citing)
Other Revenue Total$562,707OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,077,749TotalRevenueColumnAmt
Unrelated Business Revenue$551,686UnrelatedBusinessRevenueAmt
Exclusion$2,109,373ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$443,683TotalAmt
Program Services$201,577ProgramServicesAmt
Management And General$106,736ManagementAndGeneralAmt
Fundraising$135,370FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$116,658TotalAmt
Program Services$116,658ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$3,238,317TotalAmt
Program Services$2,916,871ProgramServicesAmt
Management And General$107,306ManagementAndGeneralAmt
Fundraising$214,140FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$410,123TotalAmt
Program Services$348,733ProgramServicesAmt
Management And General$39,195ManagementAndGeneralAmt
Fundraising$22,195FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$312,318TotalAmt
Program Services$272,901ProgramServicesAmt
Management And General$15,113ManagementAndGeneralAmt
Fundraising$24,304FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$844,005TotalAmt
Program Services$763,511ProgramServicesAmt
Management And General$74,604ManagementAndGeneralAmt
Fundraising$5,890FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$233,596TotalAmt
Program Services$233,596ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$139,514TotalAmt
Program Services$76,102ProgramServicesAmt
Management And General$23,307ManagementAndGeneralAmt
Fundraising$40,105FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$337,116TotalAmt
Program Services$324,733ProgramServicesAmt
Management And General$10,606ManagementAndGeneralAmt
Fundraising$1,777FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$65,525TotalAmt
Program Services$59,082ProgramServicesAmt
Management And General$3,509ManagementAndGeneralAmt
Fundraising$2,934FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$17,965TotalAmt
Management And General$17,965ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmt
UNRELATED BUS INC TAX$108,764$108,764
STAFF DEVELOPMENT$31,040$55$30,867$118
MISCELLANEOUS$4,785$1,330$3,435$20
PROFESSIONAL ASSOCIATIONS$2,138$438$700$1,000

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$6,305,547TotalAmt
Program Services$5,348,766ProgramServicesAmt
Management And General$508,928ManagementAndGeneralAmt
Fundraising$447,853FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$498,079BOYAmt
EOY$932,551EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$31,017BOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$320,436BOYAmt
EOY$87,569EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$31,963BOYAmt
EOY$98,382EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,052,376BOYAmt
EOY$2,697,057EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,933,871BOYAmt
EOY$3,815,559EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$176,003BOYAmt
EOY$288,252EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$19,300BOYAmt
EOY$10,570EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$195,303BOYAmt
EOY$298,822EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,564,321BOYAmt
EOY$3,506,059EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$174,247BOYAmt
EOY$10,678EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,738,568BOYAmt
EOY$3,516,737EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,933,871BOYAmt
EOY$3,815,559EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,772,202ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$5,967NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,318,964CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,975,138CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,201,501CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,675,662CurrentTaxYearMinus1YearAmt
Current Tax Year$5,416,690CurrentTaxYearAmt
Total$23,587,955TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,318,964CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,975,138CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,201,501CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,675,662CurrentTaxYearMinus1YearAmt
Current Tax Year$5,416,690CurrentTaxYearAmt
Total$23,587,955TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$3,042,866SubstantialContributorsTotAmt
Public Support Total170$20,545,089PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,706CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,871CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$23,521CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$30,127CurrentTaxYearMinus1YearAmt
Current Tax Year$10,669CurrentTaxYearAmt
Total$81,894TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$99,658CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$53,393CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$115,323CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$150,433CurrentTaxYearMinus1YearAmt
Current Tax Year$528,316CurrentTaxYearAmt
Total$947,123TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year$2,086,380CurrentTaxYearAmt
Total$2,086,380TotalAmt
FieldValueIRS element (for citing)
Total Support$26,703,352TotalSupportAmt
Public Support CY1700.76940PublicSupportCY170Pct
Public Support PY1700.69660PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Rev Etc Audited Fincl Stmt$8,083,716TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$5,967NetUnrealizedGainsInvstAmt
Revenue Not Reported$5,967RevenueNotReportedAmt
Revenue Subtotal$8,077,749RevenueSubtotalAmt
Total Revenue Per Form990$8,077,749TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$6,305,547TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$6,305,547ExpensesSubtotalAmt
Total Expenses Per Form990$6,305,547TotalExpensesPerForm990Amt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgYes (true)CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtBonus Filing OrganizationBonusFilingOrganizationAmountOther Compensation Filing OrgOtherCompensationFilingOrgAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmt
LESLIE GRAVES
PRESIDENT/CEO$140,000$12,500$6,750$159,250
SARAH MARTIN
DIR-STRAT PARTNERS$84,505$25,403$6,750$116,658

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE J, PAGE 1, PART I, LINE 5AFormAndLineReferenceDesc
ExplanationONE EMPLOYEE RECEIVED COMMISSIONS BASED ON DATA SALES USING A SPECIFIC COMMISSION STRUCTURE WHICH WAS DEPENDENT ON CONTRACT TYPES AND AMOUNTS. ANOTHER EMPLOYEE RECEIVED A BONUS BASED ON FISCAL BENCHMARKS SET AT THE BEGINNING OF THE YEAR.ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonCOLIN O'KEEFEPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionSON OF CEORelationshipDescriptionTxt
Transaction$68,000TransactionAmt
Transaction1099 COMPENSATIONTransactionDesc
Sharing Of RevenuesfalseSharingOfRevenuesInd

Schedule M IRS990ScheduleM

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescGOOGLE ADWORDSDesc
Contribution1ContributionCnt
Noncash Contributions Rpt F990$169,016NoncashContributionsRptF990Amt
Method Of Determining RevenuesVALUED BY GOOGLEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONTHE MISSION OF THE LUCY BURNS INSTITUTE IS TO EMPOWER OUR AUDIENCE TO ENGAGE IN DEMOCRACY BY DELIVERING EXCEPTIONALLY HIGH QUALITY INFORMATION. WE STRIVE TO EQUIP OUR READERS WITH INFORMATION SO THAT IT CAN BE USED IN POSITIVE, POWERFUL, AND UNFORESEEN WAYS. INFORMED VOTERS ARE THE FOUNDATION OF DEMOCRACY AND POSITIVE CHANGE STARTS WITH THEM. WE BELIEVE THAT THE ONLINE ENVIRONMENT IS AN EXTRAORDINARY OPPORTUNITY TO REACH VOTERS WITH COMPREHENSIVE FACTS, INFORMATION, AND CONTEXT. WITH YOUR HELP, WE HAVE CREATED AND CONTINUE TO BUILD BALLOTPEDIA, THE ENCYCLOPEDIA OF AMERICAN POLITICS. WITH MORE THAN 318,000 ORIGINAL ARTICLES, BALLOTPEDIAS GOAL IS TO INFORM PEOPLE ABOUT POLITICS BY PROVIDING ACCURATE AND OBJECTIVE INFORMATION ABOUT POLITICS AT ALL LEVELS OF GOVERNMENT.
FORM 990, PAGE 6, PART VI, LINE 2LESLIE GRAVES SARA KEY PRES/CEO EXT RLTN MGR FAMILY
FORM 990, PAGE 6, PART VI, LINE 4CHARTERED TWO COMMITTEES: FINANCE AND AUDIT COMMITTEE AND COMPENSATION COMMITTEE. IN ADDITION THE BY-LAWS, CONFLICT OF INTEREST POLICY AND WHISTLEBLOWER POLICY WERE UPDATED.
FORM 990, PAGE 6, PART VI, LINE 11BFORM 990 IS PREPARED JOINTLY BY THE BOARD PRESIDENT, MISSION FIRST OPERATIONS AND AN INDEPENDENT CPA FIRM. AFTER THE BOARD PRESIDENT'S REVIEW AND APPROVAL OF THE COMPLETED FORM 990 COPIES ARE ELECTRONICALLY SENT TO EACH MEMBER OF THE BOARD OF DIRECTORS FOR THEIR REVIEW AND REFERENCE.
FORM 990, PAGE 6, PART VI, LINE 12CAN ANNUAL REVIEW IS CONDUCTED TO ASCERTAIN THAT PERSONS TO WHOM THE CONFLICT OF INTEREST POLICY APPLIES HAVE DISCLOSED INTERESTS THAT COULD GIVE RISE TO CONFLICTS.
FORM 990, PAGE 6, PART VI, LINE 15ATHE COMPENSATION OF THE CEO, AND ANY ENACTED CHANGES TO IT, INCLUDING BONUSES, ARE REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS.
FORM 990, PAGE 6, PART VI, LINE 17MARYLAND, MAINE, MICHIGAN, MINNESOTA, MISSISSIPPI, NORTH CAROLINA, NORTH DAKOTA, NEW HAMPSHIRE, NEW JERSEY, NEW MEXICO, NEW YORK, OHIO, OKLAHOMA, OREGON, PENNSYLVANIA, RHODE ISLAND, SOUTH CAROLINA, TENNESSEE, UTAH, VIRGINIA, WASHINGTON, WISCONSIN, WEST VIRGINIA
FORM 990, PAGE 6, PART VI, LINE 19THE ARTICLES OF INCORPORATION ARE PUBLICLY AVAILABLE THROUGH THE WISCONSIN DEPARTMENT OF FINANCIAL INSTITUTIONS. THE GOVERNING DOCUMENTS, FORM 1023 AND ANNUAL FORMS 990 ARE AVAILABLE IN THE ORGANIZATION'S OFFICE BY PRIOR APPOINTMENT.
FORM 990, PART IX, LINE 11GCONTRACT SERVICES 763,511 0 5,890 PROFESSIONAL SERVICES 0 62,292 0 PAYROLL SERVICE FEES 0 12,312 0 TOTAL 763,511 74,604 5,890

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