2019-09-05T07:15:05-05:00 2018-10-31 202259573 THOMSON BROCK LUGER & COMPANY 3375G CAPITAL CIR NE TALLAHASSEE FL 323083736 990 2017-11-01 592811908 THE JAMES MADISON INSTITUTE FOR PUBLIC POLICY STUDIES INC JAME 8503863131 PO BOX 10150 TALLAHASSEE FL 32302 J ROBERT MCCLURE III PRESIDENT & CEO 8503863131 2019-08-28 true MATTHEW R HANSARD P00273516 8503857444 2019-09-04 199.44.61.252 2019-09-05 07:15:05 CD P C6EADAB2976B2C5835537B754142E7C3878D51BC C6EADAB2976B2C5835537B754142E7C3878D51BC 2018 2019-02-21 02:37:17Z J ROBERT MCCLURE III 100 NORTH DUVAL STREET TALLAHASSEE FL 32301 1625255 false X JAMESMADISON.ORG X 1987 FL 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. 10 10 19 10 0 1117269 1469783 5122 46051 43 36 22996 15 1145430 1515885 0 0 968352 968630 0 13447 485872 642945 1454224 1611575 -308794 -95690 1637118 1622185 1086702 1167459 550416 454726 X 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. false false 1204483 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 TWO EDITIONS OF THE JOURNAL OF THE JAMES MADISON INSTITUTE, THREE ISSUES OF POLICY BRIEFS, ONE ISSUE OF THE MESSENGER NEWSLETTER,ONE EDITION OF THE ISSUE COMMENTARY, ONE LEGISLATIVE SUMMARY,ONE TAX DAY SURVEY, ONE AMENDMENT GUIDE, ONE ELECTION 2018 ANALYSIS, 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. 17695 46051 IN 2018, JMI HELD THEIR SIGNATURE EVENTS IN TALLAHASSEE, AND NAPLES WITH A TOTAL OF 450 ATTENDEES FOR BOTH EVENTS. THE INSTITUTE HELD 15 REGIONAL MEMBER EVENTS; CIVICS-RELATED EVENTS FOR STUDENTS; FUNDRAISING 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 MULTPLE PURPOSES SUCH AS OUTREACH, PUBLIC POLICY AND/OR CIVICS EDUCATION, MEMBERSHIP BUILDING, NETWORKING,ETC. 1222178 true true false false false false false false false false true false false false false true true false false false false false false false true false false false false true false false false true false false false false false false false false false false false false false true 25 0 true 19 true false false false false false true true false false false false false false X 10 10 false false false false false false false true true false false false true true true true true true false false FL X J ROBERT MCCLURE III 8503863131 100 N DUVAL STREET TALLAHASSEE FL 32301 X ALLAN G BENSE CHAIRMAN EME 1.00 X 0 0 0 TIMOTHY M CERIO DIRECTOR 1.00 X 0 0 0 J ROBERT MCCLURE III PRESIDENT & 40.00 X X 244631 0 19528 JF BRYAN IV DIRECTOR 1.00 X 0 0 0 GLEN T BLAUCH JR VICE CHAIR 1.00 X X 0 0 0 L CHARLES HILTON JR CHAIRMAN EME 1.00 X 0 0 0 JOHN F KIRTLEY DIRECTOR 1.00 X 0 0 0 LISA SCHULTZ DIRECTOR 1.00 X 0 0 0 ROBERT H GIDEL SR DIRECTOR 1.00 X X 0 0 0 JEFFREY V SWAIN CHAIRMAN 1.00 X X 0 0 0 JOE S YORK DIRECTOR 1.00 X 0 0 0 244631 19528 1 false true false 1469783 1469783 EVENT PROGRAMS 900099 46051 46051 46051 36 36 109370 109370 OTHER REVENUE 15 15 15 1515885 46066 36 200213 140149 60064 609617 426732 182885 24604 17223 7381 73381 51367 22014 60815 42570 18245 500 350 150 13047 9133 3914 7160 5012 2148 27373 19161 8212 25793 18055 7738 44835 31384 13451 31780 31780 1679 1175 504 57394 40176 17218 48474 33932 14542 18643 13050 5593 SUBCONTRACTORS 113800 113800 PRINTING & PUBLICATION 96253 96253 CAMPUS REP PROGRAM 30668 30668 OTHER EXPENSES 24312 17021 7291 101234 83187 4600 13447 1611575 1222178 375950 13447 42450 78147 36885 61375 16206 20315 1973184 490521 1521262 1482663 1637118 1622185 96866 53975 2900 300000 113500 686936 999984 1086702 1167459 X 350416 359808 200000 94918 550416 454726 1637118 1622185 X -95690 X X false true X true false X 1913401 1865105 1688884 1117269 1469783 8054442 98930 102751 160033 146539 155421 663674 2012331 1967856 1848917 1263808 1625204 8718116 124658 133251 141425 116000 200850 716184 124658 133251 141425 116000 200850 716184 8001932 71 169 83 67 36 426 71 169 83 67 36 426 3277 25 15 3317 2015679 1968025 1849000 1263900 1625255 8721859 0.91750 0.91680 0.00000 0.00000 X PART III, LINE 12 MISCELLANEOUS INCOME 3,317 345266 345266 1386007 256953 1129054 241911 233568 8343 1482663 X 1629084 3829 109370 113199 1515885 1515885 1724774 3829 109370 113199 1611575 1611575 SCHEDULE D, PAGE 3, PART X THE INTERNAL REVENUE SERVICE HAS DETERMINED THE INSTITUTE IS AN ORGANIZATION EXEMPT FROM 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 INCOME TAX UNDER SECTION 509(A)(2) AND IS NOT A PRIVATE FOUNDATION. THE INSTITUTE'S FORM 990 HAS NOT BEEN SUBJECT TO 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 MANNERS IN INCOME TAX EXPENSE. THE INSTITUTE DID NOT HAVE ANY AMOUNTS ACCRUED FOR INTEREST AND/OR PENALTIES AT OCTOBER 31, 2018 AND OCTOBER 31, 2017. SCHEDULE D, PAGE 4, PART XI, LINE 2D FUNDRAISING EXPENSES 109,370 SCHEDULE D, PAGE 4, PART XII, LINE 2D FUNDRAISING EXPENSES 109,370 ANNUAL DINNERS 109370 109370 53628 17853 31777 6112 109370 109370 53628 17853 31777 6112 109370 X false false false false false false false false false J ROBERT MCCLURE III PRESIDENT & CEO 200000 44631 10000 9528 264159 ALLAN G BENSE BOARD DIRECTOR BRIDGE LOAN X 200000 85000 false false false GLEN T BLAUCH CURRENT OFFICER BRIDGE LOAN X 100000 28500 false false false 113500 FORM 990, PAGE 2, PART III, LINE 4A 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 TWO EDITIONS OF THE JOURNAL OF THE JAMES MADISON INSTITUTE, THREE ISSUES OF POLICY BRIEFS, ONE ISSUE OF THE MESSENGER NEWSLETTER,ONE EDITION OF THE ISSUE COMMENTARY, ONE LEGISLATIVE SUMMARY,ONE TAX DAY SURVEY, ONE AMENDMENT GUIDE, ONE ELECTION 2018 ANALYSIS, 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. 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 109,370 FUNDRAISING EXPENSES -109,370 FORM 990, PART XII AN AUDIT COMMITTEE IS IN CHARGE OF SELECTING AND OVERSEEING THE WORK OF INDEPENDENT AUDITORS OF THE FINANCIAL STATEMENTS.