2019-09-25T14:59:35-05:00 2018-12-31 943108253 NOVOGRADAC & COMPANY LLP 2033 N MAIN STREET WALNUT CREEK CA 94596 990 2018-01-01 942528433 PACIFIC RESEARCH INSTITUTE FOR PUBLIC POLICY PACI 4159890833 101 MONTGOMERY STREET NO 1300 SAN FRANCISCO CA 94104 SARA C PIPES PRESIDENT & CEO 4159890833 2019-09-25 1 ERIC M BARNETT P01433887 9259494300 50.206.196.254 2019-09-25 11:44:03 PD P 89F1A76700EA065CFF50D0E8DC87602FC482CDFE 89F1A76700EA065CFF50D0E8DC87602FC482CDFE 2018 2019-02-21 02:37:17Z SARA C PIPES 101 MONTGOMERY STREET NO 1300 SAN FRANCISCO CA 94104 5379728 0 X WWW.PACIFICRESEARCH.ORG X 1978 CA CHAMPIONS FREEDOM, OPPORTUNITY AND RESPONSIBILITY BY ADVANCING FREE-MARKET POLICY SOLUTIONS. 14 14 11 0 0 0 4715851 5043065 0 0 194765 236678 -194459 -38751 4716157 5240992 2341673 0 0 0 1667432 1545584 0 0 1089689 2330440 2111857 6339545 3657441 -1623388 1583551 13504129 14892506 181031 230108 13323098 14662398 X PRI CHAMPIONS FREEDOM, OPPORTUNITY, AND PERSONAL RESPONSIBILITY BY ADVANCING FREE-MARKET POLICY SOLUTIONS. THE INSTITUTE PROVIDES PRACTICAL SOLUTIONS FOR THE POLICY ISSUES THAT IMPACT THE DAILY LIVES OF ALL AMERICANS AND DEMONSTRATES WHY THE (CONTINUED ON SCHEDULE O) FREE MARKET IS MORE EFFECTIVE THAN THE GOVERNMENT AT PROVIDING THE IMPORTANT RESULTS WE ALL SEEK; GOOD SCHOOLS, QUALITY HEALTH CARE, A CLEAN ENVIRONMENT, AND A ROBUST ECONOMY. 0 0 946848 THE CENTER FOR HEALTH CARE EXAMINES PUBLIC POLICIES THAT AFFECT AMERICA'S HEALTH-CARE SYSTEM, EXPLAINS HOW THESE POLICIES LIMIT ACCESS TO AFFORDABLE, HIGH-QUALITY HEALTH CARE, AND PRESCRIBES REFORMS THAT RELY ON MARKET-BASED SOLUTIONS. 295641 THE CENTER FOR EDUCATION WORKS TO RESTORE TO ALL PARENTS THE BASIC RIGHT TO CHOOSE THE BEST EDUCATIONAL OPPORTUNITIES FOR THEIR CHILDREN. THROUGH RESEARCH AND GRASSROOTS OUTREACH, THE INSTITUTE'S SCHOLARS ADVANCE PARENTAL CHOICE IN EDUCATION, HIGH ACADEMIC STANDARDS, CHARTER SCHOOLS, TEACHER QUALITY, AND SCHOOL FINANCE REFORM. 96429 THE CENTER FOR ENVIRONMENT REVEALS THE DRAMATIC AND LONG-TERM TREND TOWARDS A CLEANER, HEALTHIER ENVRONMENT. IT ALSO EXAMINES AND PROMOTES THE ESSENTIAL INGREDIENTS FOR ABUNDANT RESOURCES AND ENVIRONMENT QUALITY - PROPERTY RIGHTS, MARKETS, LOCAL ACTION, AND PRIVATE INITIATIVE. 361409 361409 1700327 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 21 0 1 11 1 0 0 0 0 0 1 1 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AR CA CO CT DC FL GA HI IL KS KY ME MD MA MI MN MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WI WV X X PACIFIC RESEARCH INSTITUTE 4159890833 101 MONTGOMERY STREET SUITE 1300 SAN FRANCISCO CA 94104 KATHERINE H ALDEN BOARD MEMBER 1.00 X 0 0 0 PETER C FARRELL PHD BOARD MEMBER 1.00 X 0 0 0 CLARK S JUDGE CHAIRMAN 1.00 X X 0 0 0 DANIEL M KOLKEY BOARD MEMBER 1.00 X 0 0 0 THOMAS C MAGOWAN BOARD MEMBER 1.00 X 0 0 0 DANIEL OLIVER CHAIRMAN EMERITUS 1.00 X 0 0 0 RICHARD A WALLACE BOARD MEMBER 1.00 X 0 0 0 CHRISTOPHER WRIGHT BOARD MEMBER 1.00 X 0 0 0 SANDRA E GALE BOARD MEMBER 1.00 X 0 0 0 RUSSELL A JOHNSON BOARD MEMBER 1.00 X 0 0 0 SEAN M MCAVOY BOARD SECRETARY-TREASURER 1.00 X X 0 0 0 SARA C PIPES PRESIDENT & CEO 40.00 X X 378674 0 16654 STEVEN DENNIS BOARD MEMBER 1.00 X 0 0 0 LAWRENCE J SISKIND BOARD MEMBER 1.00 X 0 0 0 ROWENA ITCHON SENIOR VICE PRESIDENT 40.00 X 237789 0 12427 LANCE T IZUMI SENIOR DIRECTOR, CENTER FOR EDUCATION 40.00 X 164000 0 0 TIMOTHY R ANAYA DIRECTOR OF COMMUNICATIONS 40.00 X 108250 0 7238 BENJAMIN SMITHWICK DIRECTOR OF DEVELOPMENT 40.00 X 150000 0 6049 1038713 0 42368 5 0 1 0 KEYBRIDGE COMMUNICATIONS LLC 17722-A WISCONSIN AVE NW 21 WASHINGTON DC 20007 PUBLIC RELATIONS 433709 WAYNE WINEGARDEN 2350 DUNBAR LANE FALLS CHURCH VA 22046 CONSULTING 235500 2 422551 4620514 5043065 236678 236678 5027 5027 94003 422551 138736 -44733 -44733 OTHER INCOME 541700 955 955 955 5240992 955 0 196972 X 1081081 375010 416269 289802 303754 151877 69863 82014 83837 19360 42699 21778 76912 22668 32121 22123 129122 83422 45565 135 53000 16420 21432 15148 581935 398077 32506 151352 434077 433480 425 172 220479 17721 9857 192901 17207 4518 6036 6653 192034 52865 82498 56671 129257 72725 30960 25572 16982 4405 8365 4212 20128 11696 8432 EVENTS 169272 8712 7713 152847 GRAPHICS 64820 17885 18962 27973 PUBLICATION PRODUCTION 50414 21182 430 28802 DUES AND SUBSCRIPTIONS 9522 0 9209 313 23608 20819 2789 3657441 1700327 867425 1089689 1288987 1701174 4691300 3293240 320000 347500 55909 154347 81038 158497 340271 327998 21029 12273 7017347 9203035 28519 22440 13504129 14892506 181031 230108 181031 230108 X 10035981 10724750 3287117 3937648 13323098 14662398 13504129 14892506 1583551 -244251 0 X 0 1 X 1 0 X 4600448 4886633 4485380 4074423 5043065 23089949 4600448 4886633 4485380 4074423 5043065 23089949 4748124 18341825 7210 15315 70785 194765 241705 529780 2136 8367 6309 2226 955 19993 23639722 0.77590 0.85890 X 0 0 0 0 0 0 1 5500 0 0 5500 0 PART II-B, LINE 1, LOBBYING ACTIVITIES: MEETINGS WITH CONGRESSIONAL MEMBERS ON ISSUES RELATED TO PRI'S PUBLIC POLICY RESEARCH. 8481 3578 4903 118161 115487 2674 213629 208933 4696 12273 X 5143050 -244251 146309 -97942 5240992 0 5240992 3803750 146309 146309 3657441 0 3657441 PART X, LINE 2: THE INSTITUTE IS A QUALIFIED ORGANIZATION EXEMPT FROM FEDERAL AND CALIFORNIA INCOME TAXES UNDER INTERNAL REVENUE CODE (IRC) SECTIONS 501 (C) (3) AND THE CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D, RESPECTIVELY. THE PREPARATION OF FINANCIAL STATEMENTS IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES THE INSTITUTE TO REPORT INFORMATION REGARDING ITS EXPOSURE TO VARIOUS TAX POSITIONS TAKEN BY THE INSTITUTE. THE INSTITUTE HAS DETERMINED WHETHER ANY TAX POSITIONS HAVE MET THE RECOGNITION THRESHOLD AND HAVE MEASURED THE INSTITUTE'S EXPOSURE TO THOSE TAX POSITIONS. MANAGEMENT BELIEVES THAT THE INSTITUTE HAS ADEQUATELY ADDRESSED ALL RELEVANT TAX POSITIONS AND THAT THERE ARE NO UNRECORDED TAX LIABILITIES. FEDERAL AND STATE TAX AUTHORITIES GENERALLY HAVE THE RIGHT TO EXAMINE AND AUDIT THE PREVIOUS FOUR YEARS OF TAX RETURNS FILED. ANY INTEREST OR PENALTIES ASSESSED TO THE INSTITUTE ARE RECORDED IN OPERATING EXPENSES. NO INTEREST OR PENALTIES FROM FEDERAL OR STATE TAX AUTHORITIES WERE RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 138,736. INVESTMENT LOSS, NET 7,573. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 138,736. INVESTMENT LOSS, NET 7,573. ANNUAL GALA DINNER 338074 280871 57203 70859 THATCHER DINNER 162560 141610 20950 46433 5 15920 70 15850 21444 516554 422551 94003 138736 138736 -44733 X X X X X 0 0 0 0 0 0 0 0 0 SARA C PIPES PRESIDENT & CEO 378674 0 0 0 0 0 0 0 16654 0 395328 0 0 0 ROWENA ITCHON SENIOR VICE PRESIDENT 237789 0 0 0 0 0 0 0 12427 0 250216 0 0 0 LANCE T IZUMI SENIOR DIRECTOR, CENTER FOR EDUCATIO 164000 0 0 0 0 0 0 0 0 0 164000 0 0 0 BENJAMIN SMITHWICK DIRECTOR OF DEVELOPMENT 150000 0 0 0 0 0 0 0 6049 0 156049 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE TAXPAYER'S ACCOUNTING FIRM FORWARDS THE FORM 990 TO THE TREASURER. THE TREASURER THEN FORWARDS THE FORM 990TO THE BOARD MEMBERS FOR THEIR REVIEW PRIOR TO FILING THE FORM 990. BOARD MEMBERS ARE ENCOURAGED TO REVIEW THE FORM 990 AND TO FORWARD THEIR QUESTIONS TO THE TREASURER. THE ACCOUNTING FIRM ADDRESSES ALL QUESTIONS FROM THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE INSTITUTE MONITORS ITS POLICY THROUGH REGULAR REVIEWS. THE DISCOVERY OF ANY CONFLICTS ARE ADDRESSED IMMEDIATELY. FORM 990, PART VI, SECTION B, LINE 15 EACH YEAR MANAGEMENT PRESENTS A COMPLETE DETAILED REPORT TO THE COMPENSATION COMMITTEE COMPOSED OF BOARD MEMBERS WITH RELATED BUSINESS EXPERIENCE. THE REPORT INCLUDES AN ANALYSIS OF CURRENT MARKET TRENDS; COMPARISON TO OTHER SIMILAR THINK TANK SALARIES GATHERED FROM 990S; AND ANALYSIS OF HOURS SPENT WORKING, JOB RESPONSIBILITIES, YEARS OF EXPERIENCE AND LEVEL OF EXPERTISE. THE COMPENSATION COMMITTEE APPROVES THE ANNUAL COMPENSATION PACKAGE FOR PRESENTATION AT THE ANNUAL MARCH BOARD MEETING FOR FULL APPROVAL BY THE ENTIRE VOTING BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE PACIFIC RESEARCH INSTITUTE FOR PUBLIC POLICY MAKES ITS FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING FEES: PROGRAM SERVICE EXPENSES 398,077. MANAGEMENT AND GENERAL EXPENSES 10,234. FUNDRAISING EXPENSES 151,352. TOTAL EXPENSES 559,663. BANK FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 22,272. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,272.