2019-01-15T08:53:21-06:00 2018-06-30 410746749 CLIFTONLARSONALLEN LLP 2210 EAST ROUTE 66 GLENDORA CA 91740 990 2017-07-01 953443202 CLAREMONT INSTITUTE FOR THE STUDY OF STATESMANSHIP & POLITICAL PHILOSOPHY CLAR 9099812200 1317 W FOOTHILL BLVD STE 120 UPLAND CA 917863675 ROBERT H GRANSDEN CFO 9099812200 2019-01-09 1 DERRICK DEBRUYNE P00591016 6268577300 2019-01-08 67.137.57.251 2019-01-09 07:46:18 PS P 1163F2703C142B8AEA81BE89D0CF340018EA0271 FAAF2A0F47C983ECA4BA3B7CB7C1C98A8B67BDDF 2017 2019-02-21 02:37:17Z RYAN WILLIAMS 1317 W FOOTHILL BLVD SUITE 120 UPLAND CA 91786 6182406 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. 17 12 34 0 7312 0 5181826 4277426 386788 352856 101166 147968 26268 0 5696048 4778250 173103 189000 0 0 2177412 1758027 198150 118500 863856 2544398 2492837 5093063 4558364 602985 219886 9414931 9811559 433951 327570 8980980 9483989 X THE MISSION OF THE CLAREMONT INSTITUTE IS TO RESTORE THE PRINCIPLES OF THE AMERICAN FOUNDING TO THEIR RIGHTFUL, PREEMINENT AUTHORITY IN OUR NATIONAL LIFE. 1 0 1138175 120341 THE CLAREMONT REVIEW OF BOOKS IS A QUARTERLY PUBLICATION FEATURING BOOK REVIEWS AND ESSAYS THAT ADDRESS THE PRINCIPLES OF THE AMERICAN FOUNDING AND CONTEMPORARY ETHICAL AND PUBLIC POLICY ISSUES. EXPENSES INCLUDED $1,045,933 FOR THE PRINT MAGAZINE AND $92,242 FOR THE DIGITAL AND WEB EDITIONS. EXPENSES FOR THE CLAREMONT REVIEW OF BOOKS TOTALED $1,138,175. REVENUES TOTALED $120,341. 975858 79000 2525 THE CENTER FOR POLITICAL PHILOSOPHY & STATESMANSHIP INCLUDES EDUCATIONAL PUBLIUS, LINCOLN, JOHN MARSHALL, AND SPEECHWRITERS FELLOWSHIPS TO TRAIN YOUNG LEADERS IN THE PRINCIPLES OF CONSTITUTIONAL GOVERNMENT. IT INCLUDES CONTINUING EDUCATION FOR FELLOWSHIP ALUMNI AND OTHER PROGRAMS. EXPENSES WERE $313,604 FOR THE PUBLIUS FELLOWSHIP, $218,697 FOR THE MARSHALL FELLOWSHIP, $207,261 FOR THE LINCOLN FELLOWSHIP, $59,026 FOR CONTINUING ED, AND $177,270 FOR OTHER ACTIVITIES. CENTER EXPENSES TOTALED $975,858. THIS INCLUDES GRANTS OF $79,000: PUBLIUS STIPENDS OF $21,000, JOHN MARSHALL STIPENDS OF $21,000, AND $37,000 FOR THE SALVATORI PRIZE IN THE AMERICAN FOUNDING. CENTER REVENUES WERE $2,525 FROM CONFERENCES. 319272 110000 14945 THE CENTER FOR CONSTITUTIONAL JURISPRUDENCE LITIGATES, FILES BRIEFS, AND PRODUCES SCHOLARSHIP AND EDUCATIONAL PROGRAMS THAT PROMOTE THE AMERICAN FOUNDERS' VIEW OF JURISPRUDENCE. EXPENSES FOR ACTIVITIES OF THE CENTER CAME TO $319,272. EXPENSES INCLUDED GRANTS OF $110,000 TO CHAPMAN UNIVERSITY TO SUPPORT THE CONSTITUTIONAL JURISPRUDENCE CLINIC. REVENUES INCLUDED $10,000 IN LEGAL FEES AND $4,945 IN CONFERENCE REVENUE. 798387 208951 OTHER PROGRAMS OF THE CLAREMONT INSTITUTE INCLUDE OUR WASHINGTON, DC COMMUNICATIONS OFFICE, EVENTS, WEBSITES, PUBLICATIONS, THE SALVATORI CENTER FOR THE AMERICAN CONSTITUTION, AND APPEARANCES IN PRINT, BROADCAST AND INTERNET MEDIA. EXPENSES FOR THESE OTHER PROGRAMS TOTALED $798,387. REVENUES FOR THESE OTHER PROGRAMS INCLUDED $208,951 IN EVENT REVENUE. 798387 208951 3231692 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 1 0 0 0 1 0 0 0 0 0 0 0 0 1 150 0 1 34 1 1 1 0 0 0 0 1 1 0 0 0 0 X 17 12 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 GRANSDEN CFO 9099812200 1317 W FOOTHILL BLVD STE 120 UPLAND CA 91786 RYAN WILLIAMS DIRECTOR, CEO AS OF 9/1/17 40.00 X X 151160 0 9629 CHARLES KESLER DIRECTOR; EDITOR, CRB 10.00 X 228614 0 0 JOHN EASTMAN DIRECTOR; SR. FELLOW 15.00 X 60300 0 0 CHRIS FLANNERY DIRECTOR; SR FELLOW 8.00 X 47160 0 0 JOHN MARINI DIRECTOR; SR FELLOW 1.00 X 7000 0 0 LARRY P ARNN DIRECTOR; VICE CHAIR 1.00 X 0 0 0 ROY E CRUMMER DIRECTOR 1.00 X 0 0 0 ROBERT CURRY DIRECTOR 1.00 X 0 0 0 EDWARD J ERLER DIRECTOR; SR FELLOW 1.00 X 8000 0 0 JOEL H FARKAS DIRECTOR 1.00 X 0 0 0 JAMES E HIGGINS DIRECTOR 1.00 X 0 0 0 KURT KEILHACKER DIRECTOR, UNTIL 10/20/17 1.00 X 0 0 0 BRIAN T KENNEDY DIRECTOR, SR 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 1.00 X 37000 0 0 MICHAEL PACK PRESIDENT UNTIL 09/1/17 40.00 X 244356 0 35400 CHRISTINE DOMENECH VP, DEVELOPMENT 40.00 X 126890 0 5501 ROBERT GRANSDEN CFO 40.00 X 111585 0 26568 DANIEL PALM CORP SECRETARY 1.00 X 4851 0 0 WILLIAM VOEGELI SENIOR EDITOR 40.00 X 103600 0 12800 1130516 0 89898 6 0 1 0 CHARLES KESLER 1317 W FOOTHILL BLVD STE 120 UPLAND CA 91786 EDITOR, CRB; TEACHER 228614 ISLAND HOTEL 690 NEWPORT CENTER DR NEWPORT BEACH CA 92660 CONFERENCE SERVICES 206266 UPLAND OFFICE CENTER LLC CO THE RENKEN 492 W FOOTHILL BLVD CLAREMONT CA 91711 RENTAL SERVICES 116150 3 4277426 2252394 4277426 CONFERENCE INCOME 541800 215203 215203 CLAREMONT REVIEW OF BOOKS 541800 127653 120341 7312 FEES 900099 10000 10000 352856 137053 137053 1415071 1404156 10915 10915 10915 4778250 345544 7312 147968 X 110000 110000 79000 79000 1047410 776079 96637 174694 517778 194429 115209 208140 79754 49452 10795 19507 113085 70119 15306 27660 63125 63125 118500 118500 991100 864978 109054 17068 474583 282394 18730 173459 152482 107981 15713 28788 152356 111084 1208 40064 411747 379979 674 31094 11078 11078 13651 9667 1407 2577 MEALS & SUBSISTENCE 119445 97659 2905 18881 HONORARIA 90847 89847 1000 EQUIPMENT RENTAL 9462 6701 975 1786 DEVELOPMENT AND PHOTOGR 2961 2323 638 4558364 3231692 462816 863856 2581591 1691722 316883 426883 73813 61443 147211 125148 26539 22063 6328414 7558399 87691 51049 9414931 9811559 333951 222483 100000 105087 433951 327570 X 5924948 6212047 1040800 1256710 2015232 2015232 8980980 9483989 9414931 9811559 X 219886 270786 12337 X X 0 1 X 1 0 X 5552448 7637927 5231338 5157186 4277426 27856325 5552448 7637927 5231338 5157186 4277426 27856325 14026535 13829790 109081 79739 106956 105779 137053 538608 28394933 1948319 0.48710 0.37340 X 2604865 139145 2744010 2360358 244507 2604865 2233340 127018 2360358 2118589 114751 2233340 1924170 200335 5916 2118589 0.73450 0.26550 0 0 147211 125148 22063 22063 X 5061373 270786 12337 283123 4778250 0 4778250 4558364 0 4558364 0 4558364 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 & LINCOLN FELLOWSHIPS, AND GENERAL OPERATIONS. PART X, LINE 2: THE INSTITUTE IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE INSTITUTE QUALIFIES FOR CHARITABLE CONTRIBUTION DEDUCTIONS AND HAS BEEN 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, 2018. MANAGEMENT HAS EVALUATED THE INSTITUTE'S TAX POSITIONS AND HAS CONCLUDED THAT THE INSTITUTE 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 AUTHORITIES BEFORE 2015. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS PART XI, LINE 2D REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER CHANGE IN VALUE OF CHARITABLE TRUSTS X X X X X 1 CLEAR WORD COMMUNICATIONS 9994 SOWDER VILLAGE SQ 550 MANASSAS VA 20109 DIRECT MAIL 0 260080 58500 201580 EMISSARY RELATIONS PO BOX 8110 RANCHO SANTA FE CA 92067 FUNDRAISING 0 117988 60000 57988 378068 118500 259568 AK AL AR CA CO CT DC FL GA HI IL KS KY LA MA MD ME MI MN MS NC ND NH NJ NM NY OH OK OR PA RI SC TN VA WA WI WV NV 1 CHAPMAN UNIVERSITY 1 UNIVERSITY DRIVE ORANGE CA 92866 951643992 501C3 110000 SUPPORT FOR CONSTITUTIONAL JURISPRUDENCE CLINIC 1 JOHN MARSHALL FELLOWSHIPS 14 21000 CASH PUBLIUS FELLOWSHIPS 14 21000 CASH HENRY SALVATORI PRIZE 1 37000 CASH PART I, LINE 2: 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 INSTITUTE'S CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER. 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 INSTITUTE 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 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. 1 X X X X 1 0 0 0 0 0 0 1 1 1 RYAN WILLIAMS DIRECTOR, CEO AS OF 9/1/17 151160 0 0 0 0 0 0 0 9629 0 160789 0 0 0 CHARLES KESLER DIRECTOR; EDITOR, CRB 228614 0 0 0 0 0 0 0 0 0 228614 0 0 0 MICHAEL PACK PRESIDENT UNTIL 09/1/17 244356 0 0 0 0 0 0 0 35400 0 279756 0 0 0 PART I, LINE 4A DURING THE FISCAL YEAR ENDING JUNE 30, 2018, PRESIDENT MICHAEL PACK RECEIVED SEVERANCE PAYMENT OF $129,067 PLUS NON-REPORTABLE COMPENSATION OF $12,802. PART I, LINE 7 THE $8,000 PAID TO EDWARD ERLER AND $7,000 PAID TO JOHN MARINI FOR TEACHING IN OUR FELLOWSHIP PROGRAMS, WHICH ARE COMPARABLE TO PAYMENTS MADE TO OUR OTHER TEACHERS, COMES UNDER THE DEFINITION OF NON-FIXED PAYMENT. PART I, LINE 8 PURSUANT TO CONTRACT PER REGS. SECTION 53.4958-4(A)(3) MICHAEL PACK RECEIVED FIXED PAYMENTS UNDER HIS EMPLOYMENT AGREEMENT WITH THE ORGANIZATION, ENTERED INTO ON MARCH 1, 2015, WHICH WAS SUBJECT TO THE INITIAL CONTRACT EXCEPTION. 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. THOMAS G WEST DIRECTOR 37000 HENRY SALVATORI PRIZE IN THE AMERICAN FUNDING STANDARD STIPEND SCH L, PART III (A) NAME OF PERSON: THOMAS WEST(B) RELATIONSHIP: DIRECTOR (C) AMOUNT OF TRANSACTION: $37,000(D) DESCRIPTION OF TRANSACTION: THE HENRY SALVATORI PRIZE IN THE AMERICAN FUNDING IS AWARDED EACH YEAR 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 7 2253022 FMV 0 0 1 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED. 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 THE CLAREMONT INSTITUTE INAUGURATED OUR SPEECHWRITERS FELLOWSHIP PROGRAM DURING THIS REPORTING YEAR. MODELED AFTER OUR PRESTIGIOUS LINCOLN FELLOWSHIP, BUT TAILORED SPECIFICALLY FOR SPEECHWRITERS, THE CLAREMONT INSTITUTE SPEECHWRITERS FELLOWSHIP COMBINES AN EDUCATION IN THE PRINCIPLES OF THE AMERICAN FOUNDING WITH A STUDY OF MODERN POLITICAL SPEECH CRAFT. 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 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 689,011. MANAGEMENT AND GENERAL EXPENSES 200. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 689,211. OUTSIDE SERVICE: PROGRAM SERVICE EXPENSES 167,032. MANAGEMENT AND GENERAL EXPENSES 107,554. FUNDRAISING EXPENSES 14,686. TOTAL EXPENSES 289,272. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 8,935. MANAGEMENT AND GENERAL EXPENSES 1,300. FUNDRAISING EXPENSES 2,382. TOTAL EXPENSES 12,617. FORM 990, PART XI, LINE 9: SPLIT INTEREST AGREEMENT CHANGE IN VALUE 12,337. FORM 990, PART XII, LINE 2C: NO CHANGES FROM PREVIOUS YEAR