COMPETITIVE ENTERPRISE INSTITUTE: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- COMPETITIVE ENTERPRISE INSTITUTE (EIN 52-1351785)
- Tax period
- 2017-10-01 to 2018-09-30
- Filed
- 2019-07-09
- IRS object ID
- 201931909349301263
- Schema version
- 2017v2.3
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-07-09T16:01:26-05:00 | ReturnTs |
| Tax Period End | 2018-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 111986323 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L STREET NW SUITE 850 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521351785 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMPETITIVE ENTERPRISE INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMP | BusinessNameControlTxt |
| Phone | 2023311010 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1310 L STREET NW 7TH FLOOR | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENT LASSMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2023311010 | PhoneNum |
| Signature | 2019-07-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK H SMITH | PreparerPersonNm |
| PTIN | P00639053 | PTIN |
| Phone | 2022274000 | PhoneNum |
| Preparation | 2019-07-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 47.19.127.190 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-07-09 | IPDt |
| IP Tm | 16:01:23 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 570ED48B5F8CC28C01C0C8DF3D35B6F95E5F8C55 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KENT LASSMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1310 L STREET NW 7TH FLOOR | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,992,665 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CEI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | PUBLIC POLICY RESEARCH/EDUCATION DEDICATED TO PRINCIPLES OF FREE ENTERPRISE & LIMITED GOVERNMENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 48 | TotalEmployeeCnt |
| Total Volunteers | 9 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $12,629 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,226,930 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,309,693 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $162,413 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $186,313 | CYProgramServiceRevenueAmt |
| PY Investment Income | $10,389 | PYInvestmentIncomeAmt |
| CY Investment Income | $9,969 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$112,217 | PYOtherRevenueAmt |
| CY Other Revenue | -$108,099 | CYOtherRevenueAmt |
| PY Total Revenue | $7,287,515 | PYTotalRevenueAmt |
| CY Total Revenue | $6,397,876 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,371,556 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,188,749 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $44,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $30,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $696,269 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,938,448 | PYOtherExpensesAmt |
| CY Other Expenses | $2,577,314 | CYOtherExpensesAmt |
| PY Total Expenses | $8,354,004 | PYTotalExpensesAmt |
| CY Total Expenses | $6,797,063 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,066,489 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$399,187 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,880,015 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,160,827 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,703,889 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,383,904 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,176,126 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $776,923 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | COMPETITIVE 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 Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,655,680 | ExpenseAmt |
| Revenue | $186,313 | RevenueAmt |
| Desc | CENTER 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. OVERREGULATION CAN ALSO RESULT FROM CLASS ACTIONS. SUCH LAWSUITS SUFFER FROM AN INHERENT PROBLEM: PLAINTIFFS' LAWYERS HAVE AN INTEREST IN THEIR FEES, WHILE CORPORATE DEFENDANTS HAVE AN INTEREST IN CHEAPLY DISPOSING OF THE CASE. AS A RESULT, WHEN THESE CASES ARE SETTLED THE INTERESTS OF CLASS MEMBERS OFTEN TAKE A BACK SEAT. CEI'S CENTER FOR CLASS ACTION FAIRNESS REPRESENTS CLASS MEMBERS IN OPPOSING UNFAIR SETTLEMENTS. IT HAS WON MILLIONS OF DOLLARS FOR CONSUMERS AND SHAREHOLDERS, AND ESTABLISHED LANDMARK PRECEDENTS THAT DISCOURAGE THE FILING OF FRIVOLOUS CASES THAT BENEFIT ONLY THE LAWYERS WHO BRING THEM. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $983,599 | ExpenseAmt |
| Desc | COMMUNICATIONS 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 Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $774,857 | ExpenseAmt |
| Desc | CENTER 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 (7 entries)
| ExpenseExpenseAmt | DescDesc | GrantGrantAmt |
|---|---|---|
| $701,521 | CENTER FOR ECONOMIC FREEDOM | |
| $552,721 | EXECUTIVE | $1,000 |
| $418,025 | CENTER FOR TECHNOLOGY AND INNOVATION | |
| $265,179 | EVENTS | |
| $205,763 | PUBLICATIONS | |
| $169,633 | CENTER FOR ADVANCING CAPITALISM | |
| $562 | OTHER PROGRAMS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,313,404 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $1,000 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $5,727,540 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 46 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 48 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEGAN MCLAUGHLIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2023311010 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1310 L STREET NW 7TH FLOOR | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| W THOMAS HAYNES | ||||||||
| CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FRED L SMITH JR-FOUNDER DIR | ||||||||
| DIR. CTR. FOR ADV. CAP-UNTIL 07/18 | 40.00 | Yes (X) | $115,108 | $0 | $23,841 | |||
| KRISTINA CRANE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL W GLEBA | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL S GREVE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEAN-CLAUDE GRUFFAT | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KERRY HALFERTY HARDY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| W THOMAS HAYNES | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LAURA HOLMES JOST | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD TREN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KENT LASSMAN | ||||||||
| PRESIDENT | 40.00 | Yes (X) | $212,577 | $0 | $24,542 | Yes (X) | ||
| MEGAN MCLAUGHLIN | ||||||||
| TREASURER, SEN. DIR. FINANCE | 40.00 | $107,200 | $0 | $8,114 | Yes (X) | |||
| AMANDA FRANCE | ||||||||
| SECRETARY, EXECUTIVE ASSISTANT | 40.00 | $74,750 | $0 | $5,792 | Yes (X) | |||
| THEODORE FRANK DIRECTOR | ||||||||
| OF CTR. FOR CLASS ACTION FAIRNESS | 40.00 | $207,149 | $0 | $10,327 | Yes (X) | |||
| WAYNE CREWS | ||||||||
| VP FOR POLICY | 40.00 | $154,551 | $0 | $31,354 | Yes (X) | |||
| JAMES HARPER | ||||||||
| EXECUTIVE VICE PRESIDENT | 40.00 | $132,288 | $0 | $14,600 | Yes (X) | |||
| SAM KAZMAN | ||||||||
| GENERAL COUNSEL | 40.00 | $131,982 | $0 | $21,846 | Yes (X) | |||
| MYRON EBELL | ||||||||
| DIRECTOR FOR CTR. FOR ENERGY | 40.00 | $123,066 | $0 | $1,254 | Yes (X) | |||
| IAIN MURRAY | ||||||||
| VP OF STRATEGY | 40.00 | $120,716 | $0 | $22,052 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,379,387 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $163,722 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 14 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BOYDEN GRAY & ASSOCIATES PLLC | |||||
| 801 17TH STREET NW SUITE 350 | WASHINGTON | DC | 20006 | LEGAL SERVICES | $170,000 |
| MORGAN MEREDITH & ASSOCIATES | |||||
| 22780 INDIAN CREEK DRIVE SUITE 100 | DULLES | VA | 20166 | DIRECT MAIL PROCESSING | $150,131 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $904,163 | FundraisingAmt |
| All Other Contributions | $5,405,530 | AllOtherContributionsAmt |
| Noncash Contributions | $24,662 | NoncashContributionsAmt |
| Total Contributions | $6,309,693 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COURT-AWARDED FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $186,313 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $186,313 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $186,313 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,315 | TotalRevenueColumnAmt |
| Exclusion | $11,315 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $229,724 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $231,070 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,346 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,346 | TotalRevenueColumnAmt |
| Exclusion | -$1,346 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $155,837 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $904,163 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $363,719 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$207,882 | TotalRevenueColumnAmt |
| Exclusion | -$207,882 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| SUBLEASE INCOME | 900099 | $84,589 | $84,589 |
| REIMBURSEMENTS/REFUNDS | 900099 | $13,668 | $13,668 |
| MISCELLANEOUS | 900099 | $1,526 | $1,526 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $99,783 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,397,876 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $186,313 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$98,130 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,000 | TotalAmt |
| Program Services | $1,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $813,736 | TotalAmt |
| Program Services | $694,710 | ProgramServicesAmt |
| Management And General | $119,026 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,793,561 | TotalAmt |
| Program Services | $2,267,532 | ProgramServicesAmt |
| Management And General | $231,814 | ManagementAndGeneralAmt |
| Fundraising | $294,215 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,471 | TotalAmt |
| Program Services | $23,302 | ProgramServicesAmt |
| Management And General | $3,359 | ManagementAndGeneralAmt |
| Fundraising | $1,810 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $295,484 | TotalAmt |
| Program Services | $241,317 | ProgramServicesAmt |
| Management And General | $22,972 | ManagementAndGeneralAmt |
| Fundraising | $31,195 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257,497 | TotalAmt |
| Program Services | $208,965 | ProgramServicesAmt |
| Management And General | $25,912 | ManagementAndGeneralAmt |
| Fundraising | $22,620 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $282,636 | TotalAmt |
| Program Services | $274,352 | ProgramServicesAmt |
| Management And General | $75 | ManagementAndGeneralAmt |
| Fundraising | $8,209 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,253 | TotalAmt |
| Management And General | $98,253 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,000 | TotalAmt |
| Fundraising | $30,000 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $316,017 | TotalAmt |
| Program Services | $306,924 | ProgramServicesAmt |
| Management And General | $3,413 | ManagementAndGeneralAmt |
| Fundraising | $5,680 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,435 | TotalAmt |
| Program Services | $35,435 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $223,935 | TotalAmt |
| Program Services | $81,807 | ProgramServicesAmt |
| Management And General | $104,492 | ManagementAndGeneralAmt |
| Fundraising | $37,636 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,255 | TotalAmt |
| Program Services | $5,781 | ProgramServicesAmt |
| Management And General | $85,914 | ManagementAndGeneralAmt |
| Fundraising | $19,560 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $686,906 | TotalAmt |
| Program Services | $455 | ProgramServicesAmt |
| Management And General | $686,451 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,590 | TotalAmt |
| Program Services | $101,943 | ProgramServicesAmt |
| Management And General | $7,059 | ManagementAndGeneralAmt |
| Fundraising | $33,588 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,626 | TotalAmt |
| Program Services | $139,047 | ProgramServicesAmt |
| Management And General | $8,256 | ManagementAndGeneralAmt |
| Fundraising | $3,323 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,015 | TotalAmt |
| Program Services | $31 | ProgramServicesAmt |
| Management And General | $5,984 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $299,684 | TotalAmt |
| Management And General | $299,684 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,513 | TotalAmt |
| Program Services | $13,888 | ProgramServicesAmt |
| Management And General | $44,588 | ManagementAndGeneralAmt |
| Fundraising | $37 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DIRECT MAIL | $90,402 | $44,415 | $2,157 | $43,830 |
| BOOKS & SUBSCRIPTIONS | $69,846 | $61,836 | $7,784 | $226 |
| LOSS, DISPOSAL OF ASSET | $5,201 | $5,201 | ||
| G&A ALLOCATION | $0 | $1,224,800 | -$1,389,140 | $164,340 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,797,063 | TotalAmt |
| Program Services | $5,727,540 | ProgramServicesAmt |
| Management And General | $373,254 | ManagementAndGeneralAmt |
| Fundraising | $696,269 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,402 | TotalAmt |
| Program Services | $44,415 | ProgramServicesAmt |
| Management And General | $2,157 | ManagementAndGeneralAmt |
| Fundraising | $73,830 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $894,052 | BOYAmt |
| EOY | $687,871 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $449,555 | BOYAmt |
| EOY | $78,729 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $337,500 | BOYAmt |
| EOY | $272,500 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,126 | BOYAmt |
| EOY | $275,526 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,725,927 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $629,610 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,330,800 | BOYAmt |
| EOY | $1,096,317 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,343 | BOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $565,808 | BOYAmt |
| EOY | $586,635 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,831 | BOYAmt |
| EOY | $163,249 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,880,015 | BOYAmt |
| EOY | $3,160,827 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $271,918 | BOYAmt |
| EOY | $270,665 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,044 | BOYAmt |
| EOY | $11,003 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,409,927 | BOYAmt |
| EOY | $2,102,236 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,703,889 | BOYAmt |
| EOY | $2,383,904 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,095,075 | BOYAmt |
| EOY | $772,402 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,051 | BOYAmt |
| EOY | $4,521 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,176,126 | BOYAmt |
| EOY | $776,923 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,880,015 | BOYAmt |
| EOY | $3,160,827 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$399,187 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$16 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,105,791 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,605,353 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,903,266 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,226,930 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,309,693 | CurrentTaxYearAmt |
| Total | $35,151,033 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,105,791 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,605,353 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,903,266 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,226,930 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,309,693 | CurrentTaxYearAmt |
| Total | $35,151,033 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,434,245 | SubstantialContributorsTotAmt |
| Public Support Total170 | $30,716,788 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,120 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,779 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,648 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $87,770 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $95,904 | CurrentTaxYearAmt |
| Total | $214,221 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,282 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $5,168 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,330 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,526 | CurrentTaxYearAmt |
| Total | $17,306 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $35,382,560 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,184,464 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.86810 | PublicSupportCY170Pct |
| Public Support PY170 | 0.88030 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS - 2013 AMOUNT: $ 8,282. 2014 AMOUNT: $ 0. 2015 AMOUNT: $ 5,168. 2016 AMOUNT: $ 2,330. 2017 AMOUNT: $ 1,526. | ExplanationTxt |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $448 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $17,490 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $17,938 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $6,746,027 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $6,763,965 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $488,198 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $122,050 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $497,436 | CurrentYearMinus3Amt |
| Current Year Minus2 | $529,985 | CurrentYearMinus2Amt |
| Current Year Minus1 | $565,500 | CurrentYearMinus1Amt |
| Current Year | $488,198 | CurrentYearAmt |
| Total | $2,081,119 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,121,679 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $27,340 | CurrentYearMinus3Amt |
| Current Year Minus2 | $31,510 | CurrentYearMinus2Amt |
| Current Year Minus1 | $21,111 | CurrentYearMinus1Amt |
| Current Year | $17,938 | CurrentYearAmt |
| Total | $97,899 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $124,359 | CurrentYearMinus3Amt |
| Current Year Minus2 | $132,496 | CurrentYearMinus2Amt |
| Current Year Minus1 | $141,375 | CurrentYearMinus1Amt |
| Current Year | $122,050 | CurrentYearAmt |
| Total | $520,280 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $780,420 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $139 | CurrentYearMinus3Amt |
| Current Year Minus2 | $265 | CurrentYearMinus2Amt |
| Current Year Minus1 | $3,107 | CurrentYearMinus1Amt |
| Current Year | $448 | CurrentYearAmt |
| Total | $3,959 | TotalAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $983,556 | OtherCostOrOtherBasisAmt |
| Depreciation | $184,417 | DepreciationAmt |
| Book Value | $799,139 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $509,821 | OtherCostOrOtherBasisAmt |
| Depreciation | $347,045 | DepreciationAmt |
| Book Value | $162,776 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $232,550 | OtherCostOrOtherBasisAmt |
| Depreciation | $98,148 | DepreciationAmt |
| Book Value | $134,402 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,096,317 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSURANCE ANNUITY CONTRACTS | Desc |
| Book Value | $586,635 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $586,635 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| OTHER RECEIVABLES | $90,397 |
| DEPOSITS | $61,832 |
| DEFERRED RENT ASSET | $11,020 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $163,249 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT AND LEASE INCENTIVES | $2,044,051 |
| CAPITAL LEASE OBLIGATION | $22,604 |
| LIABILITY FOR LOSS ON SUBLEASE | $35,581 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,102,236 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,796,679 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$16 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $35,100 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $363,719 | OtherRevenueAmt |
| Revenue Not Reported | $398,803 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,397,876 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,397,876 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,195,882 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $35,100 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $363,719 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $398,819 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,797,063 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,797,063 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 2018, 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 363,719. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 363,719. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLEARWORD COMMUNICATIONS GROUP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12841 BRAEMAR VILLAGE PLAZA 51 | AddressLine1Txt |
| City | BRISTOW | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20136 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | FUNDRAISING CONSULTING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $275,519 | GrossReceiptsAmt |
| Retained By Contractor | $30,000 | RetainedByContractorAmt |
| Net To Organization | $245,519 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $275,519 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $30,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $245,519 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL DINNER | Event1Nm |
| Gross Receipts Event1 | $1,060,000 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $904,163 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $155,837 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $147,382 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $7,147 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $209,190 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $1,060,000 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $904,163 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $155,837 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $147,382 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $7,147 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $209,190 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $363,719 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$207,882 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KENT LASSMAN | ||||||||||||||
| PRESIDENT | $203,577 | $0 | $9,000 | $0 | $0 | $0 | $2,333 | $0 | $22,209 | $0 | $237,119 | $0 | $0 | $0 |
| THEODORE FRANK DIRECTOR | ||||||||||||||
| OF CTR. FOR CLASS ACTION FAIRNESS | $207,149 | $0 | $0 | $0 | $0 | $0 | $2,222 | $0 | $8,105 | $0 | $217,476 | $0 | $0 | $0 |
| WAYNE CREWS | ||||||||||||||
| VP FOR POLICY | $154,551 | $0 | $0 | $0 | $0 | $0 | $1,680 | $0 | $29,674 | $0 | $185,905 | $0 | $0 | $0 |
| SAM KAZMAN | ||||||||||||||
| GENERAL COUNSEL | $131,982 | $0 | $0 | $0 | $0 | $0 | $1,470 | $0 | $20,376 | $0 | $153,828 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 7 | THE BOARD OF DIRECTORS DETERMINES THE BONUS FOR THE PRESIDENT. THE PRESIDENT AND EXECUTIVE DIRECTOR DETERMINE THE BONUSES FOR ALL OTHER STAFF. |
| 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. 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE DRAFT VERSION OF THE FEDERAL FORM 990 IS REVIEWED BY THE PRESIDENT, EXECUTIVE DIRECTOR, TREASURER/SENIOR DIRECTOR OF FINANCE AND OPERATIONS, 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 12C | EMPLOYEES 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 15 | THE 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 19 | CEI 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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