THE JAMES MADISON INSTITUTE FOR PUBLIC POLICY STUDIES INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE JAMES MADISON INSTITUTE FOR PUBLIC POLICY STUDIES INC (EIN 59-2811908)
- Tax period
- 2023-11-01 to 2024-10-31
- Filed
- 2025-09-15
- IRS object ID
- 202502589349301995
- Schema version
- 2023v6.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule J
- Schedule O
- Averaging Attachment
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-15T17:44:17-04:00 | ReturnTs |
| Tax Period End | 2024-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202259573 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMSON BROCK LUGER & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3375G CAPITAL CIR NE | AddressLine1Txt |
| City | TALLAHASSEE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 323083736 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592811908 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JAMES MADISON INSTITUTE FOR | BusinessNameLine1Txt |
| Business Name Line2 | PUBLIC POLICY STUDIES INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 8503863131 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 NORTH DUVAL STREET | AddressLine1Txt |
| City | TALLAHASSEE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J ROBERT MCCLURE III | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 8503863131 | PhoneNum |
| Signature | 2025-09-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW R HANSARD | PreparerPersonNm |
| PTIN | P00273516 | PTIN |
| Phone | 8503857444 | PhoneNum |
| Preparation | 2025-09-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | J ROBERT MCCLURE III | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 NORTH DUVAL STREET | AddressLine1Txt |
| City | TALLAHASSEE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,634,199 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | JAMESMADISON.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1987 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE JAMES MADISON INSTITUTE IS TO INFORM THE CITIZENS OF FLORIDA ABOUT THEIR GOVERNMENT AND TO ENSURE THE FUTURE OF THE STATE BY ADVANCING FREE-MARKET IDEAS PERTAINING TO THE ISSUES OF PUBLIC POLICY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 16 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $2,540,201 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,111,203 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $11,820 | PYInvestmentIncomeAmt |
| CY Investment Income | -$3,924 | CYInvestmentIncomeAmt |
| PY Other Revenue | $197,605 | PYOtherRevenueAmt |
| CY Other Revenue | -$12,465 | CYOtherRevenueAmt |
| PY Total Revenue | $2,749,626 | PYTotalRevenueAmt |
| CY Total Revenue | $3,094,814 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,743,636 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,810,501 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $508,318 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,016,120 | PYOtherExpensesAmt |
| CY Other Expenses | $1,104,997 | CYOtherExpensesAmt |
| PY Total Expenses | $2,759,756 | PYTotalExpensesAmt |
| CY Total Expenses | $2,915,498 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$10,130 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $179,316 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,224,182 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,283,255 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $933,528 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $673,173 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,290,654 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,610,082 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF THE JAMES MADISON INSTITUTE IS TO INFORM THE CITIZENS OF FLORIDA ABOUT THEIR GOVERNMENT AND TO ENSURE THE FUTURE OF THE STATE BY ADVANCING FREE-MARKET IDEAS PERTAINING TO THE ISSUES OF PUBLIC POLICY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,558,572 | ExpenseAmt |
| Desc | RESEARCHERS PRODUCE INDEPENDENT, NON-PARTISAN REPORTS TO INFORM THE CITIZENS OF FLORIDA ABOUT IDEAS THAT ARE ROOTED IN A BELIEF IN THE U.S. CONSTITUTION AND SUCH TIMELESS IDEALS AS LIMITED GOVERNMENT, ECONOMIC FREEDOM, FEDERALISM, AND INDIVIDUAL LIBERTY COUPLED WITH INDIVIDUAL RESPONSIBILITY. THESE REPORTS INCLUDE ONE EDITION OF THE JOURNAL OF THE JAMES MADISON INSTITUTE, SEVEN ISSUES OF POLICY BRIEFS, TWO ISSUES OF THE MESSENGER NEWSLETTER, BIWEEKLY EMAILS, AND MULTIPLE, ADDITIONAL, INCIDENTAL PUBLICATIONS AS NEEDED. THESE PUBLICATIONS ARE ROUTINELY DISTRIBUTED TO INSTITUTE MEMBERS, LEGISLATORS, POLICY MAKERS, AND MEDIA, AS WELL AS MADE AVAILABLE TO THE GENERAL PUBLIC AT EVENTS, ON THEIR WEBSITE,OR UPON REQUEST. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $505,659 | ExpenseAmt |
| Desc | IN 2024, JMI HELD A TECH SUMMIT EVENT IN CORAL GABLES WITH A TOTAL OF 135 ATTENDEES. THE INSTITUTE HELD APPROXIMATELY 35 CIVICS-RELATED EVENTS; POLICY EVENTS; AND STANLEY MARSHALL DAY, A CELEBRATION OF STANLEY MARSHALL. THE INSTITUTE STAFF MEMBERS ALSO PARTICIPATE IN NUMEROUS CONFERENCES BOTH STATEWIDE AND NATIONALLY. ALL THESE EVENTS SERVE MULTIPLE PURPOSES SUCH AS OUTREACH, PUBLIC POLICY AND/OR CIVICS EDUCATION, MEMBERSHIP BUILDING,NETWORKING,ETC. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,064,231 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 51 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 16 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J ROBERT MCCLURE III | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8503863131 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 N DUVAL STREET | AddressLine1Txt |
| City | TALLAHASSEE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| J ROBERT MCCLURE III | ||||||
| PRESIDENT & | 40.00 | Yes (X) | Yes (X) | $394,423 | $0 | $26,762 |
| TIMOTHY M CERIO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JF BRYAN IV | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GLEN T BLAUCH JR | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN F KIRTLEY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HAROUT SAMRA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM SHEPHERD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHANIE SMITH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT H GIDEL SR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEFFREY V SWAIN | ||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOE S YORK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $394,423 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $26,762 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Membership Dues | $1,079,153 | MembershipDuesAmt |
| All Other Contributions | $2,032,050 | AllOtherContributionsAmt |
| Total Contributions | $3,111,203 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,411 | TotalRevenueColumnAmt |
| Exclusion | $14,411 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,391 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $31,068 | SecuritiesAmt |
| Other | $2,658 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$15,677 | SecuritiesAmt |
| Other | -$2,658 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$18,335 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$18,335 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $491,477 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $505,659 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$14,182 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Total Revenue Column | $1,717 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,717 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,717 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,094,814 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$16,618 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $14,411 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $394,422 | TotalAmt |
| Program Services | $274,952 | ProgramServicesAmt |
| Management And General | $59,163 | ManagementAndGeneralAmt |
| Fundraising | $60,307 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,101,952 | TotalAmt |
| Program Services | $768,171 | ProgramServicesAmt |
| Management And General | $165,293 | ManagementAndGeneralAmt |
| Fundraising | $168,488 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,131 | TotalAmt |
| Program Services | $37,037 | ProgramServicesAmt |
| Management And General | $7,970 | ManagementAndGeneralAmt |
| Fundraising | $8,124 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,146 | TotalAmt |
| Program Services | $112,335 | ProgramServicesAmt |
| Management And General | $24,172 | ManagementAndGeneralAmt |
| Fundraising | $24,639 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,850 | TotalAmt |
| Program Services | $69,605 | ProgramServicesAmt |
| Management And General | $14,978 | ManagementAndGeneralAmt |
| Fundraising | $15,267 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,140 | TotalAmt |
| Program Services | $2,886 | ProgramServicesAmt |
| Management And General | $621 | ManagementAndGeneralAmt |
| Fundraising | $633 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,694 | TotalAmt |
| Program Services | $10,243 | ProgramServicesAmt |
| Management And General | $2,204 | ManagementAndGeneralAmt |
| Fundraising | $2,247 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,014 | TotalAmt |
| Management And General | $9,014 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,492 | TotalAmt |
| Program Services | $185,492 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,444 | TotalAmt |
| Program Services | $26,103 | ProgramServicesAmt |
| Management And General | $5,616 | ManagementAndGeneralAmt |
| Fundraising | $5,725 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,193 | TotalAmt |
| Program Services | $37,083 | ProgramServicesAmt |
| Management And General | $7,978 | ManagementAndGeneralAmt |
| Fundraising | $8,132 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,857 | TotalAmt |
| Program Services | $73,095 | ProgramServicesAmt |
| Management And General | $15,729 | ManagementAndGeneralAmt |
| Fundraising | $16,033 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,870 | TotalAmt |
| Program Services | $38,658 | ProgramServicesAmt |
| Management And General | $5,057 | ManagementAndGeneralAmt |
| Fundraising | $5,155 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,699 | TotalAmt |
| Program Services | $20,952 | ProgramServicesAmt |
| Management And General | $2,846 | ManagementAndGeneralAmt |
| Fundraising | $2,901 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,239 | TotalAmt |
| Program Services | $32,930 | ProgramServicesAmt |
| Management And General | $7,086 | ManagementAndGeneralAmt |
| Fundraising | $7,223 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,298 | TotalAmt |
| Program Services | $30,880 | ProgramServicesAmt |
| Management And General | $6,645 | ManagementAndGeneralAmt |
| Fundraising | $6,773 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,673 | TotalAmt |
| Program Services | $19,291 | ProgramServicesAmt |
| Management And General | $4,151 | ManagementAndGeneralAmt |
| Fundraising | $4,231 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| SCHOLAR HONORARIA | $69,500 | $69,500 | |
| HOUSE FILE MAILINGS | $60,984 | $60,984 | |
| DIRECT MAIL CAMPAIGN | $55,636 | $55,636 | |
| TECH CENTER | $41,106 | $41,106 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $274,158 | TotalAmt |
| Program Services | $213,912 | ProgramServicesAmt |
| Management And General | $4,426 | ManagementAndGeneralAmt |
| Fundraising | $55,820 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,915,498 | TotalAmt |
| Program Services | $2,064,231 | ProgramServicesAmt |
| Management And General | $342,949 | ManagementAndGeneralAmt |
| Fundraising | $508,318 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $178,068 | BOYAmt |
| EOY | $144,272 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $246,758 | BOYAmt |
| EOY | $191,177 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167 | BOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,919,053 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $661,204 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,304,804 | BOYAmt |
| EOY | $1,257,849 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $494,385 | BOYAmt |
| EOY | $689,957 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,224,182 | BOYAmt |
| EOY | $2,283,255 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,416 | BOYAmt |
| EOY | $123,173 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,000 | BOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $799,112 | BOYAmt |
| EOY | $550,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $933,528 | BOYAmt |
| EOY | $673,173 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,031,931 | BOYAmt |
| EOY | $1,534,721 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $258,723 | BOYAmt |
| EOY | $75,361 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,290,654 | BOYAmt |
| EOY | $1,610,082 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,224,182 | BOYAmt |
| EOY | $2,283,255 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $179,316 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $140,112 | NetUnrlzdGainsLossesInvstAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,695,057 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,984,691 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,078,773 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,540,201 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,111,203 | CurrentTaxYearAmt |
| Total | $11,409,925 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $101,373 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $57,138 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $157,219 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $610,385 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $493,194 | CurrentTaxYearAmt |
| Total | $1,419,309 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,796,430 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,041,829 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,235,992 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,150,586 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,604,397 | CurrentTaxYearAmt |
| Total | $12,829,234 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $108,483 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $180,619 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $124,880 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $135,598 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $81,000 | CurrentTaxYearAmt |
| Total | $630,580 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $108,483 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $180,619 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $124,880 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $135,598 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $81,000 | CurrentTaxYearAmt |
| Total | $630,580 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $12,198,654 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $367 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $221 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,700 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,788 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,411 | CurrentTaxYearAmt |
| Total | $38,487 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $367 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $221 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,700 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,788 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,411 | CurrentTaxYearAmt |
| Total | $38,487 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5 | CurrentTaxYearMinus3YearsAmt |
| Total | $10 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,796,802 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,042,055 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,250,692 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,159,374 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,618,808 | CurrentTaxYearAmt |
| Total | $12,867,731 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.94800 | PublicSupportCY509Pct |
| Public Support PY509 | 0.94310 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III, LINE 12 | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS INCOME 10 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,914,044 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,914,044 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $295,702 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $73,926 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $287,988 | CurrentYearMinus1Amt |
| Current Year | $295,702 | CurrentYearAmt |
| Total | $583,690 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $875,535 | LobbyingCeilingAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $71,997 | CurrentYearMinus1Amt |
| Current Year | $73,926 | CurrentYearAmt |
| Total | $145,923 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $218,885 | GrassrootsCeilingAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART II-A | FormAndLineReferenceDesc |
| Explanation | 501(H) ELECTION WAS NOT COMPLETED UNTIL JANUARY 2023. YEARS 2019 - 2021 WERE NOT APPLICABLE. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $345,266 | OtherCostOrOtherBasisAmt |
| Book Value | $345,266 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,357,734 | OtherCostOrOtherBasisAmt |
| Depreciation | $478,469 | DepreciationAmt |
| Book Value | $879,265 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $24,500 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,900 | DepreciationAmt |
| Book Value | $19,600 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $171,943 | OtherCostOrOtherBasisAmt |
| Depreciation | $170,366 | DepreciationAmt |
| Book Value | $1,577 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,610 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,469 | DepreciationAmt |
| Book Value | $12,141 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,257,849 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,731,571 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $140,112 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $505,659 | OtherRevenueAmt |
| Revenue Not Reported | $645,771 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,085,800 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $9,014 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $9,014 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,094,814 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,412,143 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $505,659 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $505,659 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,906,484 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $9,014 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $9,014 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,915,498 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 3, PART X | THE INTERNAL REVENUE SERVICE HAS DETERMINED THE INSTITUTE IS AN ORGANIZATION EXEMPT FOR TAX UNDER SECTION 501(C)(3). THE FINAL RULING BY THE INTERNAL REVENUE SERVICE, DATED MAY 12, 1992, STATED THE INSTITUTE IS A PUBLICLY SUPPORTED ORGANIZATION EXEMPT FROM FEDERAL TAX UNDER SECTION 509 (A)(2) AND IS NOT A PRIVATE FOUNDATION. THE INSTITUTE'S FORM 990 HAS NOT BEEN SUBJECT TO AN EXAMINATION BY THE INTERNAL REVENUE SERVICE OR THE STATE OF FLORIDA FOR THE LAST THREE YEARS. THE INSTITUTE DOES NOT ANTICIPATE THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS TO SIGNIFICANTLY CHANGE WITHIN THE NEXT TWELVE MONTHS. THE INSTITUTE RECOGNIZES INTEREST AND/OR PENALTIES RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE. THE INSTITUTE DID NOT HAVE ANY AMOUNTS ACCRUED FOR INTEREST AND/OR PENALTIES AT OCTOBER 31, 2024 AND OCTOBER 31, 2023. |
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | FUNDRAISING EXPENSES NET AGAINST REVENUE 505,659 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | FUNDRAISING EXPENSES NET AGAINST REVENUE 505,659 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| All States | All States | AllStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | TECH SUMMIT | Event1Nm |
| Gross Receipts Event1 | $191,877 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $191,877 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $107,952 | OtherDirectExpensesEvent1Amt |
| Event2 | NAPLES DINNER | Event2Nm |
| Gross Receipts Event2 | $183,000 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $183,000 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $272,676 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $116,600 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $116,600 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $125,031 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $491,477 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $491,477 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $505,659 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $505,659 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$14,182 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J ROBERT MCCLURE III | PersonNm |
| Title | PRESIDENT & CEO | TitleTxt |
| Base Compensation Filing Org | $394,423 | BaseCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $13,221 | DeferredCompensationFlngOrgAmt |
| Nontaxable Benefits Filing Org | $13,541 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $421,185 | TotalCompensationFilingOrgAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI | THE ORGANIZATION'S CONFLICT OF INTEREST POLICY FORBIDS INCENTIVES OR GIFTS TO BE OFFERED TO POTENTIAL MEMBERS, AND THEY MAY NOT ACCEPT GIFTS IN ORDER TO GAIN BUSINESS. EMPLOYEES ARE DISCOURAGED FROM ENGAGING IN OTHER EMPLOYMENT DURING THEIR OFF-DUTY HOURS AND MUST INFORM AND HAVE AUTHORIZATON FROM THE PRESIDENT/CEO TO HOLD A SECOND JOB. |
| FORM 990, PAGE 6, PART VI, LINE 11B | A DRAFT OF FORM 990 IS EMAILED TO THE BOARD CHAIRMAN AND PRESIDENT AND CEO, TO REVIEW, BEFORE THE RETURN IS FILED. |
| FORM 990, PAGE 6, PART VI, LINE 12C | ANNUALLY, MEMBERS OF THE BOARD OF DIRECTORS AND STAFF OF THE JAMES MADISON INSTITUTE ARE REQUIRED TO REVIEW THE CONFLICT OF INTEREST POLICY AND SIGN TO AFFIRM THEY WERE UNAWARE OF ANY CONFLICT OF INTEREST. IF THEY WERE AWARE OF ANY CONFLICTS, THEY ARE TO DISCLOSE ANY POTENTIAL CONFLICTS TO THE CHAIRMAN OF THE BOARD OF DIRECTORS AND THE CEO. |
| FORM 990, PAGE 6, PART VI, LINE 15A | A COMPENSATION COMMITTEE REVIEWS AND APPROVES THE COMPENSATION OF ALL OFFICERS AND KEY EMPLOYEES. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | FUNDRAISING EXPENSES NET AGAINST REVENUE 505,659 FUNDRAISING EXPENSES NET AGAINST REVENUE -505,659 |
| FORM 990, PART XII | AN AUDIT COMMITTEE IS IN CHARGE OF SELECTING AND OVERSEEING THE WORK OF INDEPENDENT AUDITORS OF THE FINANCIAL STATEMENTS. |
Averaging Attachment AveragingAttachment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | 501(H) ELECTION WAS NOT COMPLETED UNTIL JANUARY 2023. YEARS 2019 - 2021 WERE NOT APPLICABLE. | ExplanationTxt |
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