2017-11-15T14:47:57-05:00 2016-12-31 202259573 THOMSON BROCK LUGER & COMPANY 3375G CAPITAL CIR NE TALLAHASSEE FL 323083736 990 2016-01-01 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 2017-09-30 true MATTHEW R HANSARD P00273516 8503857444 2017-11-15 C6EADAB2976B2C5835537B754142E7C3878D51BC C6EADAB2976B2C5835537B754142E7C3878D51BC 2016 2017-02-10 21:41:12Z J ROBERT MCCLURE III 100 NORTH DUVAL STREET TALLAHASSEE FL 32301 1688967 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. 14 13 26 13 0 1762354 1528851 102751 45755 169 83 15831 1865274 1590520 0 0 1219497 1208830 0 73340 812109 842579 2031606 2051409 -166332 -460889 1960354 1640128 640255 780918 1320099 859210 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 1300380 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, TEN ISSUES OF POLICY BRIEFS, TWO ISSUES OF THE MESSENGER NEWSLETTER, MULTIPLE,ADDITIONAL, INCIDENTAL PUBLICATIONS AS NEEDED, TRIWEEKLY EMAILS, AND SIX EDITIONS OF THE ISSUE COMMENTARY. 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. 212360 45755 IN 2016, JMI HELD THEIR SIGNATURE EVENTS IN TALLAHASSEE, AND NAPLES. THE INSTITUTE HELD 130 REGIONAL MEMBER EVENTS, AND 50 CIVICS-RELATED EVENTS FOR STUDENTS. NEW POLICY EDUCATIONAL EVENTS WERE HELD IN 2016 AS WELL AS MARSHALL DAY, A CELEBRATION OF STANLEY MARSHALL. 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. 1512740 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 false false false false false false false false false false false false false false true 32 0 true 26 true false false false false false true true false false false false X 14 13 false false false false false false false true true false false false true true true true true true true false FL X J ROBERT MCCLURE III 8503863131 100 N DUVAL STREET TALLAHASSEE FL 32301 ALLAN G BENSE CHAIRMAN 1.00 X X 0 0 0 TIMOTHY CERIO DIRECTOR 1.00 X 0 0 0 CHARLES E COBB DIRECTOR 1.00 X 0 0 0 JOHN T HRABUSA DIRECTOR 1.00 X 0 0 0 J ROBERT MCCLURE III PRESIDENT & 40.00 X X 212637 0 23100 JF BRYAN IV DIRECTOR 1.00 X 0 0 0 GLEN T BLAUCH JR TREASURER 1.00 X X 0 0 0 L CHARLES HILTON JR DIRECTOR 1.00 X 0 0 0 JOHN F KIRTLEY DIRECTOR 1.00 X 0 0 0 FRANK KRUPPENBACHER DIRECTOR 1.00 X 0 0 0 LISA SCHULTZ DIRECTOR 1.00 X X 0 0 0 ROBERT H GIDEL SR VICE CHAIRMA 1.00 X X 0 0 0 JEFFREY V SWAIN SECRETARY 1.00 X X 0 0 0 JOE S YORK DIRECTOR 1.00 X 0 0 0 212637 23100 1 false true false 1528851 1528851 EVENT PROGRAMS 900099 45755 45755 45755 83 83 114278 98447 15831 1590520 45755 83 212637 148846 63791 807371 565160 242211 28052 19636 8416 90383 63268 27115 70387 49271 21116 1490 1043 447 9992 6994 2998 70102 56092 14010 76587 53611 22976 19453 13617 5836 52692 36884 15808 74664 72506 2158 77315 77315 20123 14086 6037 69842 48889 20953 14560 10192 4368 PRINTING & PUBLICATION 86624 86624 MEMBER EVENTS 85363 85363 DIRECT MAIL & CAPITAL CAM 73340 73340 MEMBERSHIP DEVELOPMENT 49682 49682 60750 53661 7089 2051409 1512740 465329 73340 211661 22222 112968 52023 1988524 422641 1635725 1565883 1960354 1640128 95255 179303 10000 5000 535000 596615 640255 780918 X 1320099 859210 1320099 859210 1960354 1640128 -460889 X X false true X true false X 1685245 1278518 1913401 1865105 1688884 8431153 1685245 1278518 1913401 1865105 1688884 8431153 121614 134406 124658 133251 141425 655354 121614 134406 124658 133251 141425 655354 7775799 5452 63 71 169 83 5838 5452 63 71 169 83 5838 4057 1001 3277 8335 1694754 1279582 1916749 1865274 1688967 8445326 0.92070 0.98870 0.00000 0.01000 X PART III, LINE 12 MISCELLANEOUS INCOME 8,335 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 345266 345266 1376132 184091 1192041 267126 238550 28576 1565883 X 1702359 13392 98447 111839 1590520 1590520 2163248 13392 98447 111839 2051409 2051409 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 DECEMBER 31, 2016 AND 2015. SCHEDULE D, PAGE 4, PART XI, LINE 2D FUNDRAISING EXPENSES 98,447 SCHEDULE D, PAGE 4, PART XII, LINE 2D FUNDRAISING EXPENSES 98,447 ANNUAL DINNERS 114278 114278 98447 114278 114278 98447 98447 15831 X X false false false false false false false false false J ROBERT MCCLURE III PRESIDENT & CEO 212637 12000 11100 235737 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 ALL BOARD MEMBERS, 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 COMPENSTION COMMITTEE REVIEWS AND APPROVES THE COMPENSATION OF ALL OFFICERS AND KEY EMPLOYEES. FORM 990, PAGE 6, PART VI, LINE 15B A COMPENSTION 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 98,447 FUNDRAISING EXPENSES -98,447 FORM 990, PART XII AN AUDIT COMMITTEE IS IN CHARGE OF SELECTING AND OVERSEEING THE WORK OF INDEPENDENT AUDITORS OF THE FINANCIAL STATEMENTS.