2021-11-08T16:13:34-06:00 2020-12-31 111986323 Marcum LLP 1899 L St NW Suite 850 Washington DC 20036 990 2020-01-01 520140979 American Legislative Exchange Council AMER 7033730933 2900 Crystal Drive 6th Floor Arlington VA 22202 Lisa Bowen CFO 7033730933 2021-11-08 1 Lisa Bowen 999009999 Thomas J Raffa P00916458 2022274000 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z Mrs Lisa B Nelson CEO 2900 Crystal Drive 6th Floor Arlington VA 22202 7978103 0 X www.alec.org X 1975 IL Assist State Legislators, Congress & the public by sharing research and educational info. 23 23 43 26 0 0 8117686 7730325 1055104 239306 14631 8339 0 133 9187421 7978103 5000 0 0 0 3948200 4104656 200350 109688 556433 5007198 2999521 9160748 7213865 26673 764238 6370841 6368207 1953875 1187003 4416966 5181204 X The American Legislative Exchange Council (ALEC) is a forum for stakeholders to exchange ideas and develop potential solutions. ALEC's mission is to advance and promote the Jeffersonian principles of limited government, free markets and federalism. 0 0 2943487 133 Task Forces - ALEC's policy Task Forces provide a forum for legislators and the private sector to discuss issues, develop policies, and draft model policy which serves as a public resource. The Task Forces include the following: American City Council Exchange; Civil Justice; Commerce, Insurance and Economic Development; Communications and Technology; Criminal Justice Reform; Education and Workforce Development; Energy, Environment and Agriculture; Health and Human Services; Federalism and International Relations; Tax and Fiscal Policy; and Homeland Security. Each Tax Force is co-chaired by a public and private sector member of ALEC. 1159981 Public Affairs - ALEC conducts an on-going communications program that integrates all departments of ALEC to promote policies based on free-market, limited government and federalism among elected officials and the private sector members of ALEC and educates the general public on ALEC's institutional goals and objectives. 541987 50756 Membership - Membership manages the programs for the recruitment and retention of ALEC State Legislator members. This includes liaison with the ALEC State Chairs and Private Sector State Chairs. Membership also provides assistance to ALEC State Chairs in ensuring that members of ALEC's leadership are operating in accordance with ALEC's policies and procedures. 465729 State Outreach 437899 188550 Conferences 903628 188550 5549083 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 23 0 1 43 1 0 0 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 1 1 0 1 0 0 0 0 1 1 1 1 1 1 0 0 AK AL AR AZ CA CO CT FL GA IL KS KY LA MA MD ME MI MN MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV X Lisa Bowen CFO 7033730933 2900 Crystal Drive 6th Floor Arlington VA 22202 Speaker Philip Gunn Chair 1.00 X X 0 0 0 Senator Stuart Adams Vice Chair 1.00 X X 0 0 0 Senator Karen Fann Treasurer 1.00 X X 0 0 0 Representative Justin Hill Secretary 1.00 X X 0 0 0 Representative Alan Clemmons Immediate Past Chair 1.00 X X 0 0 0 Representative John Allen Director 1.00 X 0 0 0 Senator Jim Buck Director 1.00 X 0 0 0 Delegate Kathy Byron Director 1.00 X 0 0 0 Senator Ed Emery Director 1.00 X 0 0 0 Representative Seth Grove Director 1.00 X 0 0 0 Senator Josh Harkins Director 1.00 X 0 0 0 Senator Brian Kelsey Director 1.00 X 0 0 0 Representative Phil King Director 1.00 X 0 0 0 Representative Dan Laursen Director 1.00 X 0 0 0 Representative John Nygren Director 1.00 X 0 0 0 Senator Patricia Rucker Director 1.00 X 0 0 0 Representative Jason Saine Director 1.00 X 0 0 0 Representative Lori Saine Director 1.00 X 0 0 0 Representative Bill Seitz Director 1.00 X 0 0 0 Representative Garry Smith Director 1.00 X 0 0 0 Representative Trey Stewart Director 1.00 X 0 0 0 Speaker Linda Upmeyer Director 1.00 X 0 0 0 Senator Susan Wagle Director 1.00 X 0 0 0 Lisa Nelson CEO 38.00 2.00 X 413137 0 18797 Lisa Bowen CFO 39.00 1.00 X 189986 0 31162 Wilhelm Meierling Chief Marketing Officer 40.00 X 202788 0 8208 Jonathan Williams Chief Economist 40.00 X 180098 0 22128 Michael Bowman VP - Policy 22.00 18.00 X 165100 0 21529 Bob Williams Senior Fellow 40.00 X 137146 0 4210 Sherry Street VP of Policy Advancement 40.00 X 133043 0 5804 Marie Vulaj VP-Partnerships & Engagements 40.00 X 127610 0 20151 Lee Schalk Sr. Director of Policy 40.00 X 121116 0 14299 1670024 0 146288 9 0 1 0 K Moody & Assoc 1232 Elderflower Dr Niceville FL 32578 Consulting 115450 Social Adv Center LLC 1232 Elderflower Dr Niceville FL 32578 Consulting 106185 2 7730325 7730325 Conferences/seminars 900099 188550 188550 Membership dues 900099 50756 50756 239306 8339 8339 Other 900099 133 133 133 7978103 239439 0 8339 1252933 916930 331456 4547 2309250 1852065 268660 188525 63679 49719 10411 3549 241826 201066 21804 18956 236968 185018 38742 13208 68411 54962 10030 3419 70045 54782 11382 3881 109688 109688 443700 411432 7500 24768 232349 232349 350051 207291 27124 115636 165459 130641 25977 8841 408425 319429 66369 22627 70985 65252 4383 1350 125481 93918 31563 257274 236596 19798 880 554 433 90 31 172896 135222 28096 9578 53402 44686 6500 2216 Subscriptions/research 288824 284854 162 3808 Bad debt 194000 194000 Artwork/graphics 39573 33662 8 5903 Dues/memberships 23153 20573 2517 63 34939 18203 1777 14959 7213865 5549083 1108349 556433 428411 690068 3701915 4257798 818500 464357 355671 299333 378989 182786 1718031 1244166 570437 473865 116918 6370841 6368207 990936 380037 179773 183366 783166 623600 1953875 1187003 X 2278519 2958542 2138447 2222662 4416966 5181204 6370841 6368207 764238 0 X 0 1 X 0 0 X 8873957 8765064 8493986 8117686 7730325 41981018 8873957 8765064 8493986 8117686 7730325 41981018 4644857 37336161 3897 6463 12636 14631 8339 45966 476717 476674 200 133 953724 42980708 4566613 0.86870 0.86790 X Schedule A, Part II, Line 10, Explanation of Other Income: Miscellaneous - 2018 Amount: $ 200. 2020 Amount: $ 133. Sublease income - 2016 Amount: $ 476,717. 2017 Amount: $ 476,674. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7104177 7104177 505209 126302 0 0 659537 624497 598020 505209 2387263 3580895 164884 156124 149505 126302 596815 895223 914580 614115 300465 619067 482034 137033 184384 148017 36367 473865 Capital lease obligation 15596 Deferred rent and lease benefit 608004 623600 X 8356853 3750 375000 378750 7978103 0 7978103 7446230 3750 228615 232365 7213865 0 7213865 Part X, Line 2: Management reviews and assesses all activities annually to identify any changes in the scope of the activities and revenue sources and the tax treatment thereof to identify any uncertainty in income tax. For the year ended December 31, 2020, management did not identify any uncertainty in income tax requiring recognition or disclosure in the financial statements. Part XI, Line 2d - Other Adjustments: Revenue of entities other than the Organization included in the consolidated audited financial statements, net of elimination entries. 375,000. Part XII, Line 2d - Other Adjustments: Expenses of entities other than the Organization included in the consolidated audited financial statements, net of elimination entries. 228,615. X X X X 1 Precision Marketing Inc PO Box 7670 Arlington VA 22207 Direct mail campaign assistance 0 204942 48000 156942 Picotte & Porter LLC 2668 Scott Mill Lane Jacksonville FL 32223 Solicits funds for ALEC's annual conf. 0 0 21000 -21000 American Philanthropy 119 N High Street West Chester PA 19380 Research potential donors 0 0 40688 -40688 204942 109688 95254 AK AL AR AZ CA CO CT FL GA IL KS KY LA MA MD ME MI MN MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV X 1 1 X X X X X 0 0 0 0 0 0 0 1 0 Lisa Nelson CEO 310837 0 102300 0 0 0 11400 0 7397 0 431934 0 0 0 Lisa Bowen CFO 169986 0 20000 0 0 0 7612 0 23550 0 221148 0 0 0 Wilhelm Meierling Chief Marketing Officer 180288 0 22500 0 0 0 8112 0 96 0 210996 0 0 0 Jonathan Williams Chief Economist 165098 0 15000 0 0 0 7212 0 14916 0 202226 0 0 0 Michael Bowman VP - Policy 160100 0 5000 0 0 0 6612 0 14917 0 186629 0 0 0 Part I, Line 1a Spousal travel totaling $750 was provided for the CEO. All spousal travel was required to comply with the Organization's expense reporting policies and was included in the CEO's Federal Form W-2. Part I, Line 7 Bonuses for employees, including officers, are discretionary. The Board of Directors determines any bonus for the CEO and the CEO approves any bonus for all other employees. Form 990, Part VI, Section A, line 6 In accordance with the bylaws of ALEC, full membership shall be open to persons dedicated to the preservation of individual liberty, basic American values and institutions, productive free enterprise, and limited representative government, who support the purposes of ALEC, and who serve, or formerly served, as members of a state or territorial legislature, the United States Congress or similar bodies outside the United States. Form 990, Part VI, Section A, line 7a Directors are elected each December. The Board shall consist of 23 members of which 18 directors are nominated and elected by the Board of Directors. Three Directors shall be nominated by the Board of Directors from a list of six nominees supplied by the State Chair, one of whom shall be the Chair of the State Chairs. Two Directors shall be elected by the Board of Directors from a list of four nominees supplied by the Task Force chairs, all four of whom shall be Task Force public sector chairs. Form 990, Part VI, Section A, line 8b ALEC does not maintain minutes for all committees, but decisions are taken to the full board for approval and are documented. Form 990, Part VI, Section B, line 11b The CFO reviews ALEC's Form 990. Such review takes place upon receipt of the draft Form 990 received from the independent public accounting firm who conducts the financial statement audit of ALEC. The review involves comparison of financial data in the Form 990 with the audited financial statements and review of all narrative information for accuracy and completeness. The CEO of ALEC then reviews the Form 990. Prior to filing, the public disclosure copy of the Form 990 is provided to the full Board of ALEC. Form 990, Part VI, Section B, line 12c ALEC has a written conflict of interest policy. Actual or perceived conflicts are addressed by the Board on a case by case basis. Form 990, Part VI, Section B, line 15a ALEC compares current salary rates with other non-profits by reviewing various Federal Form 990's to ensure the rates are competitive. The board of directors reviews and approves the compensation of the CEO. The CEO approves the compensation of all other employees, including key employees. Through the annual budget process, board approval of overall salary expense is obtained. Form 990, Part VI, Section C, line 19 ALEC makes these documents available upon request. Jeffersonian Project 2900 Crystal Drive 6th Floor Arlington VA 22202 462233126 Educate the public & gov't policy makers by providing nonpartisan research DC 501(c)(4) 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 Jeffersonian Project N 200000 Fair Value Jeffersonian Project O 138117 Fair Value Jeffersonian Project S 25000 Fair Value