2020-02-06T10:57:08-06:00 2019-06-30 061667465 PRAGER METIS CPAS LLC 1360 BEVERLY ROAD SUITE 300 MCLEAN VA 22101 990 2018-07-01 953443202 CLAREMONT INSTITUTE FOR THE STUDY OF STATESMANSHIP & POLITICAL PHILOSOPHY CLAR 9099812200 1317 W FOOTHILL BLVD NO 120 UPLAND CA 917863675 ROBERT H GRANSDEN JR CFO CFO 9099812200 2020-02-04 1 MATTHEW FRANK P01277196 7038210702 2020-01-24 70.169.161.150 2020-02-04 12:37:43 ES P D215B11E9249DD6B7E47530AE959F7740A04EDC7 3292F7242867C27F532A528DFC941554A148476B 2018 2020-11-06 18:47:13Z RYAN WILLIAMS 1317 W FOOTHILL BLVD NO 120 UPLAND CA 917863675 7210006 0 X WWW.CLAREMONT.ORG X 1979 CA THE MISSION OF THE CLAREMONT INSTITUTE IS TO RESTORE THE PRINCIPLES OF THE AMERICAN FOUNDING TO THEIR RIGHTFUL, PREEMINENT AUTHORITY IN OUR NATIONAL LIFE. 18 13 29 11 6093 0 4277426 5021126 352856 550237 147968 159977 0 5223 4778250 5736563 189000 189000 0 0 1758027 2013607 118500 126029 819221 2492837 3153656 4558364 5482292 219886 254271 9811559 10491049 327570 327382 9483989 10163667 X THE MISSION OF THE CLAREMONT INSTITUTE IS TO RESTORE THE PRINCIPLES OF THE AMERICAN FOUNDING TO THEIR RIGHTFUL, PREEMINET AUTHORITY IN OUR NATIONAL LIFE. 1 0 1257797 124619 THE CLAREMONT REVIEW OF BOOKS AIMS TO REAWAKEN IN AMERICAN POLITICS A STATESMANSHIP AND CITIZENSHIP WORTHY OF ITS NOBLEST POLITICAL TRADITIONS. THE CLAREMONT REVIEW OF BOOKS IS PUBLISHED QUARTERLY AND IS ALSO AVAILABLE TO THE PUBLIC ONLINE. DURING THE TAX YEAR, AN AVERAGE OF OVER 10,000 COPIES WERE MAILED OUT EACH QUARTER. 638221 21000 6450 THE LINCOLN, JOHN MARSHALL, AND SPEECHWRITERS FELLOWSHIPS, ALONG WITH CONTINUING EDUCATION FOR FELLOWSHIP ALUMNI, ENGAGE THE NEXT GENERATION OF YOUNG PROFESSIONALS IN A LIFE-LONG STUDY OF THE PRINCIPLES OF GOVERNMENT AND THEIR APPLICATION TO TODAY'S PUBLIC POLICIES. THESE FELLOWSHIP PROGRAMS ARE HELD PRIMARILY IN WASHINGTON, DC AND SOUTHERN CALIFORNIA, AND THE FELLOWS COME FROM ACROSS THE NATION. IN 2018 WE SPONSORED 15 LINCOLN FELLOWSHIPS, 14 JOHN MARSHALL FELLOWSHIPS, AND 11 SPEECHWRITERS FELLOWSHIPS. WE ALSO HELD EVENTS THROUGHOUT THE YEAR FOR FELLOWSHIP ALUMNI FROM THIS YEAR AND PRIOR YEARS. 484866 58000 THE SALVATORI CENTER AND THE ANNUAL SALVATORI PRIZE IN THE AMERICAN FOUNDING ARE ENDOWED BY THE LATE HENRY SALVATORI. THE ACTIVITIES OF THE SALVATORI CENTER INCLUDE THE WORK OF OUR SALVATORI RESEARCH FELLOW IN THE AMERICAN FOUNDING AND OUR PUBLIUS FELLOWSHIP FOR RECENT COLLEGE GRADUATES. IN 2018 WE SPONSORED 14 PUBLIUS FELLOWSHIPS. THE PUBLIUS PROGRAM IS CONDUCTED IN SOUTHERN CALIFORNIA, AND THE FELLOWS THEMSELVES COME FROM ACROSS THE NATION. THE SALVATORI PRIZE IS GIVEN ANNUALLY TO A MAN OR WOMAN WHO HAS DISTINGUISHED HIMSELF OR HERSELF BY AN UNDERSTANDING OF, AND ACTIONS TAKEN TO PRESERVE AND FOSTER, THE PRINCIPLES UPON WHICH THE UNITED STATES WAS BUILT. 1790109 110000 418298 OTHER PROGRAM SERVICES INCLUDE THE CENTER FOR CONSTITUTIONAL JURISPRUDENCE, WHICH FILES LEGAL BRIEFS ADVANCING THE JURISPRUDENCE OF THE CONSTITUTION AND THE FOUNDING, AND ENGAGES IN STRATEGIC CONSTITUTIONAL LITIGATION IN THE PUBLIC INTEREST. OUR STRATEGIC COMMUNICATION PROFESSIONALS WORK FROM OUR WASHINGTON, DC OFFICE TO PROMOTE OUR MESSAGE TO POLICYMAKERS, OPINION LEADERS, AND THE GENERAL PUBLIC THROUGH WEBSITES, EVENTS AND THE MEDIA. OTHER PROGRAM SERVICES INCLUDE THE AMERICAN MIND WEBSITE, PANELS AT THE ANNUAL MEETING OF THE AMERICAN POLITICAL SCIENCE ASSOCIATION, EVENTS, AND MORE.THE CENTER FOR CONSTITUTIONAL JURISPRUDENCE LITIGATED THE FOLLOWING DIRECT REPRESENTATION CASES DURING THE TAX YEAR:GLEASON V. PADILLATHIS CASE CHALLENGES PROCEDURES IMPLEMENTED BY LOCAL COUNTY REGISTRARS OF VOTERS THAT DISENFRANCHISE VOTERS WHO SIGNED A PETITION IN SUPPORT OF A REFERENDUM OF A STATE LAW. CCJ REPRESENTS THE SPONSORS OF THE REFERENDUM IN THEIR ATTEMPT TO PRESENT THE REFERENDUM MEASURE TO THE VOTERS. THE COMPLAINT ALLEGES VIOLATIONS OF BOTH STATE AND FEDERAL LAW. THE CASE WILL BENEFIT THE PUBLIC BY ENSURING THE RIGHT OF CALIFORNIA VOTERS TO PARTICIPATE IN ELECTIONS AS WELL AS INITIATIVE AND REFERENDUM PETITIONS. THE TRIAL COURT RULED AGAINST THE PLAINTIFFS AND THE CASE IS NOW ON APPEAL. NO ATTORNEY FEES HAVE BEEN AWARDED AS THE CASE IS NOT YET CONCLUDED.HOWARD JARVIS TAXPAYERS ASSOCIATION V. NEWSOMTHIS CASE WAS A CHALLENGE TO A STATE LAW THAT AMENDED A VOTER-ENACTED INITIATIVE STATUTE IN VIOLATION OF THE STATE CONSTITUTION. CCJ REPRESENTS A TAXPAYER RIGHTS ORGANIZATION AND A CITIZEN WHO AUTHORED THE INITIATIVE IN QUESTION. THE TRIAL COURT AND APPELLATE COURT AGREED WITH THE PLAINTIFFS AND RULED THE STATUTE UNCONSTITUTIONAL. THE CASE BENEFITS THE PUBLIC BY ENFORCEMENT OF THE STATE CONSTITUTIONAL PROTECTIONS FOR VOTER-ENACTED INITIATIVES. NO MOTION FOR ATTORNEY FEES HAS YET BEEN FILED, BUT ONE IS ANTICIPATED IN 2020.PASADENA REPUBLICAN CLUB V. CITY OF PASADENAIN THIS CASE CCJ REPRESENTS THE PASADENA REPUBLICAN CLUB AGAINST THE CITY OF PASADENA AND THE WESTERN JUSTICE CENTER IN A CASE ALLEGING VIOLATIONS OF THE FIRST AMENDMENT FREEDOMS OF SPEECH AND RELIGION. THE CITY LEASED CITY-OWNED PROPERTY TO THE WJC FOR 100 YEARS AND DELEGATED TO WJC THE POWER TO DETERMINE TO WHOM TO RENT THE FACILITY FOR AFTER-HOURS MEETINGS. THE CLUB HAD A CONTRACT TO RENT THE FACILITY, HOWEVER WJC CANCELLED THE RENTAL CONTRACT JUST HOURS BEFORE THE CLUB MEETING BECAUSE THE WJC DISAGREED WITH THE VIEWPOINT AND RELIGIOUS AFFILIATIONS OF THE SPEAKER THE CLUB HAD ENGAGED FOR THE MEETING. THE COMPLAINT HAS BEEN FILED AND THE DEFENDANTS HAVE FILED MOTIONS FOR SUMMARY JUDGMENT AND MOTIONS TO DISMISS WHICH ARE STILL UNDER CONSIDERATION BY THE COURT. THE LITIGATION IS ONGOING. 1790109 110000 418298 4170993 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 151 0 1 29 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 18 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AR CA FL GA HI IL KS KY MA MD MI MN MS NC NH NJ NM NY OR PA RI SC TN VA WI WV MO X X X ROBERT GRANSDENCFO 9099812200 1317 W FOOTHILL BLVD NO 120 UPLAND CA 917863675 RYAN WILLIAMS PRESIDENT AND DIRECTOR 40.00 X X 174326 0 10588 CHARLES KESLER DIRECTOR, CRB EDITOR 10.00 X 229000 0 0 JOHN EASTMAN DIRECTOR, SENIOR FELLOW 15.00 X 130000 0 0 CHRIS FLANNERY DIRECTOR, SENIOR FELLOW 6.00 X 36000 0 0 JOHN MARINI DIRECTOR, SENIOR FELLOW 1.00 X 10522 0 0 LARRY P ARNN DIRECTOR, VICE CHAIR 1.00 X 0 0 0 KEITH CARLSON DIRECTOR 1.00 X 0 0 0 ROY CRUMMER DIRECTOR 1.00 X 0 0 0 ROBERT CURRY DIRECTOR 1.00 X 0 0 0 EDWARD J ERLER DIRECTOR, SENIOR FELLOW 1.00 X 8500 0 0 JOEL H FARKAS DIRECTOR 1.00 X 0 0 0 JAMES E HIGGINS DIRECTOR 1.00 X 0 0 0 BRIAN T KENNEDY DIRECTOR, SENIOR FELLOW 1.00 X 0 0 0 THOMAS D KLINGENSTEIN DIRECTOR, CHAIR 1.00 X 0 0 0 LARRY MATTSON DIRECTOR 1.00 X 0 0 0 ROBERT NELSON DIRECTOR 1.00 X 0 0 0 BRUCE C SANBORN DIRECTOR 1.00 X 0 0 0 THOMAS WEST DIRECTOR, SENIOR FELLOW 1.00 X 0 0 0 CHRISTINE DOMENECH VICE PRESIDENT, DEVELOPMENT 40.00 X 141875 0 5780 MATTHEW PETERSEN VICE PRESIDENT, EDUCATION 40.00 X 130863 0 18331 AMANDA CALLANAN VICE PRESIDENT, COMMUNICATIONS 40.00 X 78400 0 304 ROBERT GRANSDEN CFO 40.00 X 112574 0 28834 DANIEL PALM CORP SECRETARY 1.00 X 4851 0 0 WILLIAM VEOGELI SENIOR EDITOR 40.00 X 112944 0 13274 1169855 0 77111 7 0 1 0 MORGAN MEREDITH & ASSOCIATES INDIAN CREEK DR STE 100 DULLES VA 20166 PRINTING AND MAILING 178175 1 10000 5011126 2611800 5021126 CONFERENCE INCOME 541800 389525 389525 CLAREMONT REVIEW OF BOOKS 541800 130712 124619 6093 FEES 541800 30000 30000 550237 196785 196785 1436635 1473443 -36808 -36808 -36808 OTHER REVENUE 900099 5223 5223 5223 5736563 549367 6093 159977 X 110000 110000 79000 79000 1120778 750036 170395 200347 626842 419489 95300 112053 143015 95707 21743 25565 122972 82043 19014 21915 11270 11270 58858 1864 47823 9171 126029 126029 1279444 1212577 44537 22330 9743 9493 250 562973 294412 23661 244900 132083 100925 12655 18503 181107 156786 4676 19645 557521 554756 2735 30 18295 18295 9051 6916 867 1268 44455 33646 4219 6590 HONORARIA 156830 156830 FELLOWSHIP MEALS 101065 87485 8844 4736 EQUIPMENT RENTAL 10857 8296 1040 1521 DEVELOPMENT AND PHOTOGR 7313 7173 140 12791 3559 4864 4368 5482292 4170993 492078 819221 1691722 343178 426883 20419 61443 154663 163425 134199 22063 29226 7558399 9891809 51049 51754 9811559 10491049 222483 205539 105087 121843 327570 327382 X 6212047 7029894 1256710 1118541 2015232 2015232 9483989 10163667 9811559 10491049 X 254271 450501 -25094 X 0 1 X 1 0 X 7637927 5231338 5157186 4277426 5021126 27325003 7637927 5231338 5157186 4277426 5021126 27325003 15922440 11402563 79739 106956 105779 137053 196785 626312 5223 5223 27956538 2028851 0.40790 0.48710 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER MISCELLANEOUS INCOME - 2018 AMOUNT: $ 5,223. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2744010 277093 79999 2941104 2604865 139145 2744010 2360358 244507 2604865 2233340 127018 2360358 2118589 114751 2233340 0.00000 0.68520 0.31480 0 0 12668 211 12457 150757 133988 16769 29226 X 6187769 450501 705 451206 5736563 0 5736563 5508091 25799 25799 5482292 0 5482292 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE FOR THE SALVATORI CENTER FOR THE AMERICAN CONSTITUTION, THE SALVATORI PRIZE IN THE AMERICAN FOUNDING, SENIOR FELLOWS, PUBLIUS AND LINCOLN FELLOWSHIPS, AND GENERAL OPERATIONS. PART X, LINE 2: THE INSTITUE IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITOIN, THE INSTITUE QUALIFIES FOR CHARITABLE CONTRIBUTION DEDUCTIONS AND HASBEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. INCOME WHICH IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL INCOME TAX. THERE WAS NO TAX LIABILITY FOR UNRELATED BUSINESS INCOME FOR THE YEAR ENDED JUNE 30, 2019 MANAGEMENT HAS EVALUATED THE INSTITUE'S TAX POSITIONS AND HAS CONCLUDED THAT THE INSTITUE HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. GENERALLY, THE INSTITUTE IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTORITIES BEFORE 2016. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST 705. PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD BEDT EXPENSE 25,799. X X X X X X 1 CLEARWORD COMMUNICATIONS GROUP INC 994 SOWDER VILLAGE SQ 550 BRISTOW VA 20109 DIRECTMAIL 0 254692 40421 214271 EMISSARY RELATIONS LLC PO BOX 8110 RANCHO SANTA FE CA 92067 FUNDRAISING 0 202800 60000 142800 HSP DIRECT 20130 LAKEVIEW CENTER PLAZA STE 30 ASHBURN VA 20147 DIRECT MAIL 0 94531 20933 73598 552023 121354 430669 AK AL AR CA CO CT DC FL GA HI IL KS KY LA MA MD ME MI MN MS MO NC ND NH NJ NM NV NY OH OK OR PA RI SC TN VA WA WI WV 1 CHAPMAN UNIVERSITY 1 UNIVERSITY DR ORAGE CA 92866 951643992 501(C)(3) 110000 SUPPORT FOR CONSTITUTIONAL JURISPRUDENCE CLINIC 1 0 JOHN MARSHALL FELLOWSHIPS 14 21000 CASH PUBLIUS FELLOWS 14 21000 CASH THE HENRY SALVATORI PRIZE IN THE AMERICAN FOUNDING 1 37000 CASH PART II: FUNDING TO CHAPMAN UNIVERSITY FOR THE CONSTITUTIONAL JURISPRUDENCE CLINIC IS MONITORED BY THE CLAREMONT INSTITUTE'S SENIOR FELLOW JOHN EASTMAN, WHO CHAIRS THE CENTER FOR CONSTITUTIONAL JURISPRUDENCE. OTHER GRANTS ARE MONITORED BY THE INSTITUTES CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER. PART III: JOHN MARSHALL FELLOWSHIPS ARE AWARDED TO LAW STUDENTS OR YOUNG ATTORNEYS WHO SHOW EXCEPTIONAL POTENTIAL IN THE FIELD OF CONSTITUTIONAL LAW. THE JOHN MARSHALL FELLOWS SPEND APPROXIMATELY ONE WEEK WITH CLAREMONT INSTITUE STAFF AND SCHOLARS LEARNING TO APPLY THE PRINCIPLES OF THE AMERICAN FOUNDING TO CONTEMPORARY JURISPRUDENCE. A $1,500 HONORARIUM IS AWARDED TO EACH FELLOW. PUBLIUS FELLOWSHIPS ARE AWARDED TO GRADUATE STUDENTS, RECENT GRADUATES, AND YOUNG PROFESSIONALS WHO SHOW EXCEPTIONAL POTENTIAL IN THE FIELDS OF PUBLIC SERVICE, SCHOLARSHIP, JOURNALISM, AND RELATED FIELDS. THE PUBLIUS FELLOWS SPEND APPROXIMATELY TWO AND A HALF WEEKS WITH CLAREMONT INSTITUTE STAFF AND SCHOLARS LEARNING TO APPLY THE PRINCIPLES OF THE AMERICAN FOUNDING TO CONTEMPORARY PUBLIC POLICY. A $1,500 HONORARIUM IS AWARDED TO EACH FELLOW. THE HENRY SALVATORI PRIZE IN THE AMERICAN FOUNDNING IS GIVEN ANNUALLY TO A MAN OR WOMAN WHO HAS DISTINGUISHED HIMSELF OR HERSELF BY AN UNDERSTANDING OF, AND ACTIONS TAKEN TO PRESERVE AND FOSTER, THE PRINCIPLES UPON WHICH THE UNITED STATES WAS BUILT. X 0 1 X X X X 0 0 0 0 0 0 0 0 1 1 RYAN WILLIAMS PRESIDENT AND DIRECTOR 174326 0 0 0 0 0 0 0 10588 0 184914 0 0 0 CHARLES KESLER DIRECTOR, CRB EDITOR 229000 0 0 0 0 0 0 0 0 0 229000 0 0 0 PART I, LINE 1A WE PROVIDE SPOUSE TRAVEL IN RARE INSTANCES WHEN IT IS ADVANTAGEOUS TO THE INSTITUTE FOR THAT SPOUSE TO BE PRESENT AT AN EVENT. PART I, LINE 8: PURSUANT TO CONTRACT PER REGS. SECTION 53.4958-4(A)(J), RYAN WILLIAMS RECEIVED FIXED PAYMENTS UNDER HIS EMPLOYMENT AGREEMENT WITH THE ORGANIZATION, EFFECTIVE ON SEPTEMBER 1, 2017, WHICH WAS SUBJECT TO THE INITIAL CONTRACT EXCEPTION. X 7 2611800 FMV 0 0 0 1 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED IN COLUMN (B). PART I, LINE 32B: THIRD PARTY USED TO PROCESS NONCASH CONTRIBUTIONS, WHEN GIFTS OF PUBLICLY TRADED SECURITIES ARE RECEIVED, IT IS THE PRACTICE OF THE CLAREMONT INSTITUTE TO SELL THE SECURITIES AS SOON AS IS PRUDENT, USING A LICENSED BROKER. FORM 990, PART III, LINE 2 DURING THIS TAX YEAR THE CLAREMONT INSTITUTE CREATED A NEW PROGRAM, THE AMERICAN MIND, AN ONLINE PUBLICATION DEDICATED TO THE IDEAS THAT DRIVE OUR PUBLIC LIFE. THIS PROGRAM IS IN ACCORD WITH OUR EXISTING MISSION. FORM 990, PART VI, SECTION B, LINE 11B THE INFORMATIONAL RETURN IS PREPARED BY OUTSIDE ACCOUNTANTS AND PRESENTED TO THE AUDIT COMMITTEE. ONCE APPROVED BY THE AUDIT COMMITTEE THE RETURN IS THEN MADE AVAILABLE TO THE REST OF THE BOARD OF DIRECTORS PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS SIGNED EACH YEAR BY THE OFFICERS, DIRECTORS AND KEY EMPLOYEES OF THE INSTITUTE. THE CONFLICT OF INTEREST POLICY WAS MONITORED AND ENFORCED WITH AN ONGOING REVIEW OF VENDOR CONTRACTS. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE CEO IS DETERMINED BY A COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS WHO COMPARE THE SALARIES OF OTHER LIKE-SIZED ORGANIZATIONS. PUBLICLY AVAILABLE DATA IS REVIEWED, AND SALARIES ARE NEGOTIATED BASED ON MARKET CONSIDERATIONS AND CONDITIONS. THE SALARIES OF OTHER OFFICERS AND OTHER KEY EMPLOYEES ARE DETERMINED BY THE CEO BASED ON COMPARABLE SALARIES OF THE LIKE-SIZED ORGANIZATIONS. PUBLICLY AVAILABLE DATA IS REVIEWED, AND SALARIES ARE NEGOTIATED BASED ON MARKET CONSIDERATIONS AND CONDITIONS. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION ON WWW.GUIDESTAR.COM OR UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS WERE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANT FEES: PROGRAM SERVICE EXPENSES 819,148. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 819,148. OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 393,429. MANAGEMENT AND GENERAL EXPENSES 44,537. FUNDRAISING EXPENSES 22,330. TOTAL EXPENSES 460,296. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF CHARITABLE REMAINDER RUSTS 705. BAD DEBT EXPENSE -25,799.