COMPETITIVE ENTERPRISE INSTITUTE: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
COMPETITIVE ENTERPRISE INSTITUTE (EIN 52-1351785)
Tax period
2018-10-01 to 2019-09-30
Filed
2020-08-12
IRS object ID
202042259349301309
Schema version
2018v3.2
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)
Return2020-08-12T15:59:38-05:00ReturnTs
Tax Period End2019-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN111986323PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MARCUM LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11899 L STREET NW SUITE 850AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN521351785EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1COMPETITIVE ENTERPRISE INSTITUTEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCOMPBusinessNameControlTxt
Phone2023311010PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11310 L STREET NW 7TH FLOORAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKENT LASSMANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2023311010PhoneNum
Signature2020-08-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAARON M FOXPreparerPersonNm
PTINP01365820PTIN
Phone2022274000PhoneNum
Preparation2020-08-11PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address144.121.95.190IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-08-12IPDt
IP Tm15:58:35IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdF4C2D576246414DCF4A8347EDC3E11E193B17C66AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-09-23 17:36:50ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKENT LASSMANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11310 L STREET NW 7TH FLOORAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$7,562,199GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.CEI.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1984FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionPUBLIC POLICY RESEARCH/EDUCATION DEDICATED TO PRINCIPLES OF FREE ENTERPRISE & LIMITED GOVERNMENT.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee49TotalEmployeeCnt
Total Volunteers11TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$6,309,693PYContributionsGrantsAmt
CY Contributions Grants$7,110,810CYContributionsGrantsAmt
PY Program Service Revenue$186,313PYProgramServiceRevenueAmt
CY Program Service Revenue$154,288CYProgramServiceRevenueAmt
PY Investment Income$9,969PYInvestmentIncomeAmt
CY Investment Income$10,555CYInvestmentIncomeAmt
PY Other Revenue-$108,099PYOtherRevenueAmt
CY Other Revenue-$156,837CYOtherRevenueAmt
PY Total Revenue$6,397,876PYTotalRevenueAmt
CY Total Revenue$7,118,816CYTotalRevenueAmt
PY Grants And Similar Paid$1,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$188,250CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$4,188,749PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$3,514,661CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$30,000PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$51,000CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$574,892CYTotalFundraisingExpenseAmt
PY Other Expenses$2,577,314PYOtherExpensesAmt
CY Other Expenses$2,459,371CYOtherExpensesAmt
PY Total Expenses$6,797,063PYTotalExpensesAmt
CY Total Expenses$6,213,282CYTotalExpensesAmt
PY Revenues Less Expenses-$399,187PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$905,534CYRevenuesLessExpensesAmt
Total Assets BOY$3,160,827TotalAssetsBOYAmt
Total Assets EOY$3,901,274TotalAssetsEOYAmt
Total Liabilities BOY$2,383,904TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,218,817TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$776,923NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,682,457NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionCOMPETITIVE ENTERPRISE INSTITUTE (CEI) IS A NON-PROFIT PUBLIC POLICY ORGANIZATION DEDICATED TO THE PRINCIPLES OF FREE ENTERPRISE AND LIMITED GOVERNMENT. WE BELIEVE THAT CONSUMERS ARE BEST HELPED NOT BY GOVERNMENT REGULATION BUT BY BEING ALLOWED TO MAKE THEIR OWN CHOICES IN A FREE MARKETPLACE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,204,210ExpenseAmt
Grant$47GrantAmt
DescCOMMUNICATIONS AND OUTREACHCEI'S COMMUNICATIONS AND OUTREACH DEPARTMENT ASSISTS THE CEI POLICY CENTERS WITH THEIR EFFORTS TO DISSEMINATE RESEARCH FINDINGS AND ANALYSIS TO VARIOUS AUDIENCES INCLUDING POLICYMAKERS, NEWS MEDIA, ALLIED ORGANIZATIONS, AND THE GENERAL PUBLIC. IT ALSO HELPS THE POLICY CENTERS BUILD COALITIONS OF LIKE MINDED SCHOLARS, ACTIVISTS, AND OTHER STAKEHOLDERS TO ADVANCE THE ORGANIZATION'S MISSION OF PROMOTING THE INSTITUTIONS OF LIBERTY AND REMOVING GOVERNMENT-CREATED BARRIERS TO ECONOMIC FREEDOM, INNOVATION, AND PROSPERITY.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$940,630ExpenseAmt
Grant$153,036GrantAmt
Revenue$82,499RevenueAmt
DescCENTER FOR LAW AND LITIGATIONCEI'S CENTER FOR LAW AND LITIGATION FOCUSES ON DEVELOPING NEW APPROACHES TO FIGHT OVERREGULATION THROUGH LITIGATION. IN AREAS RANGING FROM CEI'S SUCCESSFUL CONSTITUTIONAL CHALLENGE TO THE SARBANES OXLEY FINANCIAL REGULATION LAW, TO EXPOSING THE LETHAL IMPACT OF FEDERAL FUEL ECONOMY STANDARDS, THE CENTER FOR LITIGATION HAS ESTABLISHED MAJOR NEW PRECEDENTS FOR COMBATING REGULATIONS THAT RESTRICT CONSUMER CHOICE, STIFLE INNOVATION, AND LIMIT COMPETITION.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$804,146ExpenseAmt
Grant$32GrantAmt
DescCENTER FOR ENERGY AND ENVIRONMENTCEI'S CENTER FOR ENERGY AND ENVIRONMENT MAKES THE POSITIVE CASE FOR ABUNDANT ENERGY AND PROMOTES ENVIRONMENTAL POLICIES BASED ON ECONOMIC FREEDOM, PROPERTY RIGHTS, AND LIMITED GOVERNMENT. THE CENTER WORKS TO COMBAT THE BELIEF THAT PROSPERITY THREATENS THE ENVIRONMENT, THAT THE ANSWER TO EVERY ENVIRONMENTAL CHALLENGE IS MORE REGULATION AND THAT RISKS CAN BE ABOLISHED BY LIMITING HUMAN INGENUITY.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)

ExpenseExpenseAmtGrantGrantAmtDescDescRevenueRevenueAmt
$710,787$40CENTER FOR ECONOMIC FREEDOM
$596,438$32CENTER FOR TECHNOLOGY AND INNOVATION
$977,697$35,063OTHER PROGRAMS$71,789
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$2,284,922TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$35,135TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$71,789TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$5,233,908TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document33IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee49EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CARRIE DIAMONDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2023311010PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11310 L STREET NW 7TH FLOORAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
W THOMAS HAYNES
CHAIRMAN - UNTIL 10/20181.00Yes (X)$0$0$0
JEAN-CLAUDE GRUFFAT DIR-UNTIL
10/2018, CHAIRMAN - AS OF 10/20181.00Yes (X)$0$0$0
FRED L SMITH JR
FOUNDER, DIRECTOR40.00Yes (X)$67,143$0$10,214
KRISTINA CRANE
DIRECTOR1.00Yes (X)$0$0$0
MICHAEL W GLEBA
DIRECTOR1.00Yes (X)$0$0$0
MICHAEL S GREVE
DIRECTOR1.00Yes (X)$0$0$0
KERRY HALFERTY HARDY
DIRECTOR1.00Yes (X)$0$0$0
LAURA HOLMES JOST
DIRECTOR1.00Yes (X)$0$0$0
GEOFFREY POHANKA
DIRECTOR1.00Yes (X)$0$0$0
IKE SUGG
DIRECTOR1.00Yes (X)$0$0$0
RICHARD TREN
DIRECTOR1.00Yes (X)$0$0$0
TODD ZYWICKI
DIRECTOR1.00Yes (X)$0$0$0
KENT LASSMAN
PRESIDENT40.00Yes (X)$226,238$0$24,750Yes (X)
SAM KAZMAN
VICE PRESIDENT, GENERAL COUNSEL40.00$133,826$0$21,063Yes (X)
MEGAN MCLAUGHLIN- TREASURER
SEN. DIR. FINANCE - UNTIL 08/201940.00$107,418$0$8,627Yes (X)
AMANDA FRANCE
SECRETARY, EXECUTIVE ASSISTANT40.00$81,251$0$6,284Yes (X)
CARRIE DIAMOND
DIR. OF ADMINISTRATION- AS OF 9/201940.00$0$0$0Yes (X)
THEODORE FRANK- DIRECTOR
OF CTR. FOR CLASS ACTION FAIRNESS40.00$206,555$0$10,649Yes (X)
WAYNE CREWS
VP FOR POLICY40.00$154,481$0$28,257Yes (X)
IAIN MURRAY
VP OF STRATEGY40.00$124,512$0$20,893Yes (X)
MYRON EBELL
DIRECTOR FOR CENTER FOR ENERGY40.00$121,836$0$1,158Yes (X)
ANNA ST JOHN
ATTORNERY40.00$114,555$0$18,835Yes (X)
MARLO LEWIS
SENIOR FELLOW40.00$110,453$0$25,627Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,448,268TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$176,357TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K13IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BOYDEN GRAY & ASSOCIATES PLLCBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1801 17TH STREET NW SUITE 350AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20006ZIPCd
FieldValueIRS element (for citing)
ServicesLEGAL SERVICESServicesDesc
Compensation$210,019CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Fundraising$1,101,780FundraisingAmt
All Other Contributions$6,009,030AllOtherContributionsAmt
Noncash Contributions$7,354NoncashContributionsAmt
Total Contributions$7,110,810TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
COURT-AWARDED FEES900099$81,000$81,000
KOCH ASSOCIATE PROGRAM900099$71,789$71,789
CLASS ACT. SETTLEMENT900099$1,499$1,499
FieldValueIRS element (for citing)
Total Program Service Revenue$154,288TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,741TotalRevenueColumnAmt
Exclusion$10,741ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$39,898SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$40,084SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$186SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$186TotalRevenueColumnAmt
Exclusion-$186ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$163,620FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$1,101,780ContriRptFundraisingEventAmt
Fundraising Direct Expenses$403,299FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$239,679TotalRevenueColumnAmt
Exclusion-$239,679ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
SUBLEASE INCOME900099$80,727$80,727
REIMBURSEMENTS/REFUNDS900099$2,115$2,115
FieldValueIRS element (for citing)
Other Revenue Total$82,842OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,118,816TotalRevenueColumnAmt
Related Or Exempt Func Income$154,288RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$146,282ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$188,250TotalAmt
Program Services$188,250ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$719,462TotalAmt
Program Services$602,476ProgramServicesAmt
Management And General$116,986ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,327,229TotalAmt
Program Services$2,029,731ProgramServicesAmt
Management And General$42,884ManagementAndGeneralAmt
Fundraising$254,614FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$22,659TotalAmt
Program Services$16,099ProgramServicesAmt
Management And General$3,013ManagementAndGeneralAmt
Fundraising$3,547FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$218,153TotalAmt
Program Services$197,091ProgramServicesAmt
Management And General$10,881ManagementAndGeneralAmt
Fundraising$10,181FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$227,158TotalAmt
Program Services$191,984ProgramServicesAmt
Management And General$14,241ManagementAndGeneralAmt
Fundraising$20,933FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$65,919TotalAmt
Program Services$48,803ProgramServicesAmt
Management And General$125ManagementAndGeneralAmt
Fundraising$16,991FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$102,001TotalAmt
Management And General$102,001ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$51,000TotalAmt
Fundraising$51,000FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$281,646TotalAmt
Program Services$254,939ProgramServicesAmt
Management And General$4,292ManagementAndGeneralAmt
Fundraising$22,415FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$326,902TotalAmt
Program Services$326,902ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$181,481TotalAmt
Program Services$121,006ProgramServicesAmt
Management And General$24,799ManagementAndGeneralAmt
Fundraising$35,676FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$126,943TotalAmt
Program Services$89,518ProgramServicesAmt
Management And General$13,194ManagementAndGeneralAmt
Fundraising$24,231FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$667,112TotalAmt
Program Services$586,071ProgramServicesAmt
Management And General$22,102ManagementAndGeneralAmt
Fundraising$58,939FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$132,936TotalAmt
Program Services$97,047ProgramServicesAmt
Management And General$334ManagementAndGeneralAmt
Fundraising$35,555FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$130,894TotalAmt
Program Services$129,783ProgramServicesAmt
Management And General$235ManagementAndGeneralAmt
Fundraising$876FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$8,202TotalAmt
Program Services$7,205ProgramServicesAmt
Management And General$272ManagementAndGeneralAmt
Fundraising$725FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$237,151TotalAmt
Program Services$208,326ProgramServicesAmt
Management And General$7,861ManagementAndGeneralAmt
Fundraising$20,964FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$43,725TotalAmt
Program Services$38,373ProgramServicesAmt
Management And General$1,447ManagementAndGeneralAmt
Fundraising$3,905FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
DIRECT MAIL$102,622$59,324$29,518$13,780
BOOKS & SUBSCRIPTIONS$40,385$39,796$148$441
BAD DEBT EXPENSE$7,000$7,000
MISCELLANEOUS EXPENSES$3,809$1,184$2,506$119

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$643TotalAmt
Management And General$643ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$6,213,282TotalAmt
Program Services$5,233,908ProgramServicesAmt
Management And General$404,482ManagementAndGeneralAmt
Fundraising$574,892FundraisingAmt
FieldValueIRS element (for citing)
Joint CostsYes (X)JointCostsInd

Total Joint Costs TotalJointCostsGrp

FieldValueIRS element (for citing)
Total$102,530TotalAmt
Program Services$59,232ProgramServicesAmt
Management And General$13,780ManagementAndGeneralAmt
Fundraising$29,518FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$687,871BOYAmt
EOY$1,628,273EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$78,729BOYAmt
EOY$45,847EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$272,500BOYAmt
EOY$487,372EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$275,526BOYAmt
EOY$202,402EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,679,445LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$816,095LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,096,317BOYAmt
EOY$863,350EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$586,635BOYAmt
EOY$597,266EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$163,249BOYAmt
EOY$76,764EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,160,827BOYAmt
EOY$3,901,274EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$270,665BOYAmt
EOY$239,632EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$11,003BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,102,236BOYAmt
EOY$1,979,185EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,383,904BOYAmt
EOY$2,218,817EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$772,402BOYAmt
EOY$610,893EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,521BOYAmt
EOY$1,071,564EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$776,923BOYAmt
EOY$1,682,457EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,160,827BOYAmt
EOY$3,901,274EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$905,534ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

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$7,605,353CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,903,266CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,226,930CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,309,693CurrentTaxYearMinus1YearAmt
Current Tax Year$7,110,810CurrentTaxYearAmt
Total$35,156,052TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,605,353CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,903,266CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,226,930CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,309,693CurrentTaxYearMinus1YearAmt
Current Tax Year$7,110,810CurrentTaxYearAmt
Total$35,156,052TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$4,174,648SubstantialContributorsTotAmt
Public Support Total170$30,981,404PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,779CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,648CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$87,770CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$95,904CurrentTaxYearMinus1YearAmt
Current Tax Year$91,468CurrentTaxYearAmt
Total$295,569TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$5,168CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,330CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,526CurrentTaxYearMinus1YearAmt
Total$9,024TotalAmt
FieldValueIRS element (for citing)
Total Support$35,460,645TotalSupportAmt
Gross Receipts Rltd Activities$2,319,893GrossReceiptsRltdActivitiesAmt
Public Support CY1700.87370PublicSupportCY170Pct
Public Support PY1700.86810PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationMISCELLANEOUS - 2014 AMOUNT: $ 0. 2015 AMOUNT: $ 5,168. 2016 AMOUNT: $ 2,330. 2017 AMOUNT: $ 1,526. 2018 AMOUNT: $ 0.ExplanationTxt

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 C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$450FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$21,439FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$21,889FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$6,134,243FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$6,156,132FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$457,807FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$114,452FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$529,985CurrentYearMinus3Amt
Current Year Minus2$565,500CurrentYearMinus2Amt
Current Year Minus1$488,198CurrentYearMinus1Amt
Current Year$457,807CurrentYearAmt
Total$2,041,490TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$3,062,235LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$31,510CurrentYearMinus3Amt
Current Year Minus2$21,111CurrentYearMinus2Amt
Current Year Minus1$17,938CurrentYearMinus1Amt
Current Year$21,889CurrentYearAmt
Total$92,448TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$132,496CurrentYearMinus3Amt
Current Year Minus2$141,375CurrentYearMinus2Amt
Current Year Minus1$122,050CurrentYearMinus1Amt
Current Year$114,452CurrentYearAmt
Total$510,373TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$765,560GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$265CurrentYearMinus3Amt
Current Year Minus2$3,107CurrentYearMinus2Amt
Current Year Minus1$448CurrentYearMinus1Amt
Current Year$450CurrentYearAmt
Total$4,270TotalAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$983,556OtherCostOrOtherBasisAmt
Depreciation$271,201DepreciationAmt
Book Value$712,355BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$463,339OtherCostOrOtherBasisAmt
Depreciation$400,791DepreciationAmt
Book Value$62,548BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$232,550OtherCostOrOtherBasisAmt
Depreciation$144,103DepreciationAmt
Book Value$88,447BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$863,350TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescINSURANCE ANNUITY CONTRACTSDesc
Book Value$597,266BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$597,266TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DEFERRED RENT AND LEASE INCENTIVES$1,958,945
CAPITAL LEASE OBLIGATION$20,240
FieldValueIRS element (for citing)
Total Liability$1,979,185TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$7,614,994TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$93,029DonatedServicesAndUseFcltsAmt
Other Revenue$403,299OtherRevenueAmt
Revenue Not Reported$496,328RevenueNotReportedAmt
Revenue Subtotal$7,118,666RevenueSubtotalAmt
Investment Expenses Not Incld$150InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$150RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$7,118,816TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$6,709,460TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$93,029DonatedServicesUseFcltsAmt
Other Expenses Included$403,299OtherExpensesIncludedAmt
Expenses Not Reported$496,328ExpensesNotReportedAmt
Expenses Subtotal$6,213,132ExpensesSubtotalAmt
Investment Expenses Not Incld2$150InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$150ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$6,213,282TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:CEI 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 TAXES. FOR THE YEAR ENDED SEPTEMBER 30, 2019, MANAGEMENT DID NOT IDENTIFY ANY UNCERTAINTY IN INCOME TAXES REQUIRING RECOGNITION OR DISCLOSURE IN THESE FINANCIAL STATEMENTS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:SPECIAL EVENT EXPENSES 403,299.
PART XII, LINE 2D - OTHER ADJUSTMENTS:SPECIAL EVENT EXPENSES 403,299.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
NEXT AFTER LLC
5810 TENNYSON PARKWAY SUITE 102PLANOTX75024FUNDRAISING CONSULTING0$100,819$42,000-$42,000
CHRIS CORBETT
5104 PRAIRIE CREEK DRIVEFLOWER MOUNDTX75028FUNDRAISING CONSULTING0$40,925$9,000-$9,000
FieldValueIRS element (for citing)
Total Gross Receipts$141,744TotalGrossReceiptsAmt
Total Retained By Contractors$51,000TotalRetainedByContractorsAmt
Total Net To Organization-$51,000TotalNetToOrganizationAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1ANNUAL DINNEREvent1Nm
Gross Receipts Event1$1,265,400GrossReceiptsEvent1Amt
Charitable Contri Event1$1,101,780CharitableContriEvent1Amt
Gross Revenue Event1$163,620GrossRevenueEvent1Amt
Cash Prizes Event1$0CashPrizesEvent1Amt
Non Cash Prizes Event1$0NonCashPrizesEvent1Amt
Rent Facility Costs Event1$0RentFacilityCostsEvent1Amt
Food And Beverage Event1$153,369FoodAndBeverageEvent1Amt
Entertainment Event1$10,251EntertainmentEvent1Amt
Other Direct Expenses Event1$239,679OtherDirectExpensesEvent1Amt
Gross Receipts Total$1,265,400GrossReceiptsTotalAmt
Charitable Contributions Tot$1,101,780CharitableContributionsTotAmt
Gross Revenue Total Events$163,620GrossRevenueTotalEventsAmt
Food And Beverage Total Events$153,369FoodAndBeverageTotalEventsAmt
Entertainment Total Events$10,251EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$239,679OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$403,299DirectExpenseSummaryEventsAmt
Net Income Summary-$239,679NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
HAMILTON LINCOLN LAW INSTITUTE
2933 E JUNIPER WAYSALT LAKE CITYUT84117832989543501(C)(3)$153,000PER SEPARATION AGREEMENT
REASON FOUNDATION
5737 MESMER AVENUELOS ANGELESCA90230953298239501(C)(3)$30,000GENERAL SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org2Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
KENT LASSMAN
PRESIDENT$217,238$0$9,000$0$0$0$3,602$0$21,148$0$250,988$0$0$0
SAM KAZMAN
VICE PRESIDENT, GENERAL COUNSEL$133,826$0$0$0$0$0$2,122$0$18,941$0$154,889$0$0$0
THEODORE FRANK- DIRECTOR
OF CTR. FOR CLASS ACTION FAIRNESS$206,555$0$0$0$0$0$3,188$0$7,461$0$217,204$0$0$0
WAYNE CREWS
VP FOR POLICY$154,481$0$0$0$0$0$2,419$0$25,838$0$182,738$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 7THE BOARD OF DIRECTORS DETERMINES THE BONUS FOR THE PRESIDENT. THE PRESIDENT AND EXECUTIVE DIRECTOR DETERMINE THE BONUSES FOR ALL OTHER STAFF. DURING CALENDAR YEAR 2018, KENT LASSMAN RECEIVED A BONUS IN THE AMOUNT OF $9,000 AND AMANDA FRANCE RECEIVED A BONUS IN THE AMOUNT OF $5,000.
FORM 990, PART VII, SECTION A:FRED L. SMITH, JR., A MEMBER OF THE BOARD OF DIRECTORS AND FORMER DIRECTOR OF CEI'S CENTER FOR ADVANCING CAPITALISM, RECEIVED COMPENSATION FOR HIS ROLE AS AN EMPLOYEE OF CEI THROUGH JULY 2018. NO COMPENSATION WAS PAID FOR HIS SERVICES AS A MEMBER OF THE BOARD OF DIRECTORS.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE DRAFT VERSION OF THE FEDERAL FORM 990 IS REVIEWED BY THE PRESIDENT, EXECUTIVE DIRECTOR, TREASURER/DIRECTOR OF ADMINISTRATION, AS WELL AS THE FULL BOARD OF DIRECTORS. AFTER THE REVIEW, ANY CHANGES NEEDED ARE MADE BY THE TAX RETURN PREPARER. THE FINAL FEDERAL FORM 990 IS THEN ELECTRONICALLY FILED WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12CEMPLOYEES CONSULT WITH THEIR DIRECT SUPERVISOR OVER ANY AREAS THAT COULD BE CONFLICTS OF INTEREST. IF THE SUPERVISOR BELIEVES THE ISSUE NEEDS TO BE ADDRESSED AT A HIGHER LEVEL THE SUPERVISOR CAN THEN MOVE THE DISCUSSION UP THE CHAIN OF COMMAND WITHIN CEI. UNDER CEI'S CONFLICT OF INTEREST POLICY, BOARD MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT.
FORM 990, PART VI, SECTION B, LINE 15THE PRESIDENT'S COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS BASED ON COMPARABILITY DATA. AS THE PRESIDENT'S COMPENSATION WAS AT THE LOW-END WHEN THE LAST STUDY WAS CONDUCTED IN 2012, THE BOARD OF DIRECTORS ARE COMFORTABLE WITH THE CURRENT COMPENSATION. COMPENSATION OF OFFICERS AND KEY EMPLOYEES IS HANDLED BY THE PRESIDENT AND GROUP OF INDEPENDENT SENIOR STAFF. THE COMPENSATION IS EVALUATED BASED ON PERFORMANCE AND COMPARABILITY DATA WITH OTHER SIMILAR ORGANIZATIONS IN THE WASHINGTON, DC AREA.
FORM 990, PART VI, SECTION C, LINE 19CEI DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. THE MOST RECENT AUDITED FINANCIAL STATEMENTS AND FEDERAL FORM 990 ARE AVAILABLE ON THE WEBSITE.

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