2021-08-06T14:47:15-05:00 2020-12-31 260476995 TIGHE KRESS & ORR PC 2001 LARKIN AVENUE SUITE 202 ELGIN IL 60123 990 2020-01-01 363309812 THE HEARTLAND INSTITUTE HEAR 3123774000 3939 NORTH WILKE ROAD ARLINGTON HEIGHTS IL 60004 JIM LAKELY VICE PRESIDENT 3123774000 2021-08-06 1 JIM LAKELY 999009999 WADE ARTHUR CPA P01365719 8476952700 2021-08-06 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z JAMES TAYLOR 3939 NORTH WILKE ROAD ARLINGTON HEIGHTS IL 60004 3779901 0 X WWW.HEARTLAND.ORG X 1984 IL RESEARCH AND WRITING ON PUBLIC POLICY ISSUES 10 10 36 1 0 0 4550549 3748445 58070 7928 15659 23528 -62292 0 4561986 3779901 10000 27500 0 0 2702761 2047134 0 0 502519 2817002 1518453 5529763 3593087 -967777 186814 1599689 1769776 176075 159348 1423614 1610428 X RESEARCH AND WRITING ON PUBLIC POLICY ISSUES. 1 0 714714 7628 PUBLICATIONS: RESEARCH, WRITING, AND DISTRIBUTION OF PUBLICATIONS ON PUBLIC POLICY ISSUES, IN PRINT AND ONLINE. HEARTLAND PRODUCED ISSUES OF TWO PRINT NEWSWPAPERS (ENVIRONMENT & CLIMATE NEWS, HEALTH CARE NEWS) AND DIGITAL VERSIONS OF BUDGET & TAX NEWS AND SCHOOL REFORM NEWS; ONE PRINT QUARTERLY NEWSLETTER (THE HEARTLANDER), SEVEN EMAIL NEWSLETTERS (CLIMATE CHANGE WEEKLY, THE LEAFLET, HEARTLAND WEEKLY, BUDGET & TAX NEWS, ENVIRONMENT & CLIMATE NEWS, HEALTH CARE NEWS, SCHOOL REFORM NEWS, AND STOPPING SOCIALISM), AND TEN POLICY BRIEFS. HEARTLAND HAS 14 WEBSITES, MORE THAN 101,000 FANS OF ITS FACEBOOK PAGE, AND MORE THAN 25,000 TWITTER FOLLOWERS. 919632 27500 23828 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 5,167 TIMES, REACHING A PRINT AUDIENCE OF 117 MILION READERS. HEARTLAND'S PODCASTS WERE DOWNLOADED 6.6 MILLION TIMES, AND OUR YOUTUBE VIDEOS GAINED 1.84 MILLION VIEWS. 515675 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. 103440 ENVIRONMENTAL AND CLIMATE RESEARCH AND PUBLICATIONS 103440 2253461 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 36 1 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 0 0 0 ROBERT BUFORD DIRECTOR 1.00 X 0 0 0 JERE FABICK VICE CHAIRMAN 1.00 X X 0 0 0 JAMES JOHNSTON 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 ROBINSON DIRECTOR 1.00 X 0 0 0 JOSEPH MORRIS CHAIRMAN 1.00 X X 0 0 0 STEVE MILLOY DIRECTOR 1.00 X 0 0 0 JAMES TAYLOR PRESIDENT 40.00 X 80847 0 0 JIM LAKELY VICE PRESIDENT 40.00 X 132097 0 0 SAMUEL KARNICK DIRECTOR OF PUBLICATIONS 40.00 X 110626 0 0 323570 0 0 2 0 0 0 0 3748445 3748445 PUBLICATION/RESEARCH 519130 7628 7628 OTHER EVENTS 519130 300 300 7928 23528 23528 3779901 31456 0 0 27500 27500 421398 264286 98176 58936 1303879 863615 199372 240892 190286 110474 40723 39089 131571 87540 23338 20693 43697 29880 7689 6128 63126 53762 7466 1898 72771 41550 25655 5566 30102 1207 28895 189628 189029 599 100230 31959 4279 63992 140737 120153 5275 15309 2668 2668 33411 33411 CONTRACTORS 563381 457881 99870 5630 PRINTING AND PUBLICATIO 111314 94346 16968 POSTAGE AND SHIPPING 108316 44601 21267 42448 GOVERNMENT AND BANK FEE 29850 29850 29222 24707 3176 1339 3593087 2253461 837107 502519 648334 879024 28176 984 1286140 396372 923179 889768 1599689 1769776 176075 159348 176075 159348 X 1393039 855911 30575 754517 1423614 1610428 1599689 1769776 186814 0 X X 0 1 X 1 0 X 5322688 5730718 5732718 4580073 3748445 25114642 5322688 5730718 5732718 4580073 3748445 25114642 11657168 13457474 1288 461 5772 93608 23528 124657 157102 94233 139848 58070 7928 457181 25696480 0.52370 0.45550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 4562 4562 3568520 3573082 328654 82164 0 0 421797 401411 429279 328654 1581141 2371712 3208 2742 8160 4562 18672 105449 100353 107320 82164 395286 592929 352 352 65364 65364 927143 138102 789041 235378 227978 7400 58255 30292 27963 889768 X 3779901 0 3779901 0 3779901 3593087 0 3593087 0 3593087 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 27500 0 0 0 0 0 0 PART III ACCOUNTING METHOD: X X X X 0 1 0 0 0 0 0 0 0 FORM 990, PART III, LINE 2 ENVIRONMENTAL AND CLIMATE RESEARCH AND PUBLICATIONS 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 CHANGE FROM THE PRIOR YEAR