2017-02-15T12:59:49-06:00 2016-08-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2015-09-01 541436224 Mercatus Center Inc MERC 7039934930 3434 Washington Blvd 4th Floor Arlington VA 22201 Gary Leff Treasurer 7039934930 2017-02-15 1 Lori A Collingsworth P00639819 7038930300 2017-02-14 2015 2021-01-29 14:40:06Z Gary Leff 3434 Washington Blvd 4th Floor Arlington VA 22201 27690307 0 X www.mercatus.org X 1994 VA To bridge the gap between academic research and public policy problems. 10 8 161 0 0 0 23735983 27425836 294585 235707 -56869 12141 3884 16623 23977583 27690307 1937444 1036015 0 0 11247342 13871088 0 0 1441216 6020727 10112475 19205513 25019578 4772070 2670729 18741605 21973248 4404865 4900258 14336740 17072990 X The Center educates students and is an organization that uses sound interdisciplinary research and application in the human sciences that integrates theory and practice to develop insights and tools that can sustainably advance a free, prosperous, and civil society. 0 0 7833012 Regulatory and Government Accountability Studies - Works within the university setting to improve the state of knowledge about regulations and their impact on society, and about the relationship between transparent and accountable processes and outcomes. 6501734 976015 229675 Student Programs - Support Graduate Students at George Mason University, training future scholars and decision-makers to advance and apply a research agenda for understanding institutions and change. 4046879 6032 Communications - Improves the effectiveness of Mercatus outreach efforts, raises its public profile, and promotes its research and ideas to media and opinion shapers. 2431260 Outreach - Brings education in economic ideas to key decision-makers in the public policy process. 1172760 Public Affairs - Seeks to inform alumni, faculty, and supporters about the efforts of the Center and build communication that develops a network of individuals interested in liberty. 63900 60000 University Research & Teaching - Supports academic research and faculty activities at George Mason University to advance and apply a research agenda for understanding institutions and change. 3667920 60000 22049545 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 406 0 1 161 1 0 0 0 0 0 1 1 0 0 0 0 X 10 8 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 AK AR AZ CA CO CT DE DC FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT ND NE NH NJ NM NV NY OH OK OR RI SC SD TN TX UT VA VT WA WY X The Center 7039934930 3434 Washington Blvd 4th Floor Arlington VA 22201 Tyler Cowen Chair 1.00 X X 37500 0 0 Charles G Koch Director 1.00 X 0 0 0 Richard H Fink Director 1.00 X 0 0 0 Vernon Smith Director 1.00 X 0 0 0 Manuel H Johnson Director 1.00 X 0 0 0 Frank Atkinson Director 1.00 X 0 0 0 Edwin Meese Director 1.00 X 0 0 0 Don Boudreaux Director 1.00 X 45550 0 0 Emily Chamlee-Wright Director 1.00 X 0 0 0 Brian Hooks Director 1.00 X 0 0 0 Gary Leff Secretary & Treasurer 25.00 X 115938 0 5248 Daniel Rothschild Executive Director 40.00 X 253750 0 16677 Carrie Conko Secretary 40.00 X 260000 0 9791 Veronique De Rugy Senior Research Fellow 40.00 X 251250 0 5458 Jason Fichtner Senior Research Fellow 40.00 X 186250 0 5458 Charles Blahous Dir. Spending & Budget Initiative 40.00 X 187500 0 9573 Richard Williams Vice President, Policy Research 40.00 X 185000 0 5456 Virgil Storr Sr. Dir. Academic & Student Programs 40.00 X 216875 0 5886 1739613 0 63547 33 0 1 0 CDW Direct LLC PO Box 75723 Chicago IL 606755723 Direct Mail Processing 225373 Tilapia Film LLC 1188 Court Street 28 Elko NV 89801 Video Production 197688 Morgan Meredith & Associates 22780 Indian Creek Drive Suite 100 Dulles VA 20166 Prospecting and Housefile mailings 185896 Red Edge LLC 2300 Clarendon Blvd 901 Arlington VA 22201 Website Redesign 173110 De Meco Gabriel Canada de Comez 4727 dto 2 Buenos Aires Capital Federal AR Software Development 149300 5 27425836 849721 27425836 Conferences/ events 611710 229675 229675 Publications 511120 6032 6032 235707 12141 12141 Credit card rewards 900099 16503 16503 List rental 900099 120 120 16623 27690307 235707 0 28764 X 1029515 1029515 6500 6500 595521 516979 38327 40215 11559369 10097732 697939 763698 886752 741957 77705 67090 829446 685012 78743 65691 15276 15276 27610 5420 20988 1202 4755167 4411735 282151 61281 388387 387524 444 419 1038174 590678 76644 370852 557203 447428 108464 1311 511569 451818 30745 29006 1101368 1075649 22529 3190 1160357 1148871 11190 296 365760 323039 21982 20739 51003 6802 43782 419 Prof. development 91502 90223 1171 108 Employee recruitment 20000 20000 List rental 16837 1833 15004 Property taxes 12262 10830 737 695 25019578 22049545 1528817 1441216 7539124 11709156 9830356 7887801 203553 230528 232635 198676 3111735 2326702 782148 785033 153789 1162054 18741605 21973248 1749471 1423310 2032901 2347856 622493 1129092 4404865 4900258 X 13987224 16752684 349516 320306 14336740 17072990 18741605 21973248 2670729 65521 0 X X 0 1 X 1 0 X 13664579 16259316 20389569 23735983 27425836 101475283 13664579 16259316 20389569 23735983 27425836 101475283 41047158 60428125 155977 159120 57230 7145 12141 391613 101866896 818358 0.59320 0.60370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13848 6824 7024 3097887 2319878 778009 785033 Gift annuities 175004 Due to affiliate 954088 1129092 X 29035348 65521 1279520 1345041 27690307 0 27690307 26299098 1279520 1279520 25019578 0 25019578 Part X, Line 2: Management has evaluated the Center's tax positions and concluded that the Center did not have any significant uncertain tax positions at August 31, 2016 and 2015. 1 George Mason University 4400 University Drive Fairfax VA 22030 540836354 501(c)(3) 952515 0 N/A N/A General support-See Part IV George Mason University Foundation 4400 University Drive MSN 1A3 Fairfax VA 220304444 541603842 501(c)(3) 60000 0 N/A N/A General support-See Part IV Talent Market LLC (a dba of Donors Trust Inc) 109 N Henry Street Alexandria VA 22314 522166327 501(c)(3) 5000 0 N/A N/A General support Atlas Network 1201 L Street 2nd Floor Washington DC 20005 942676384 501(c)(3) 10000 0 N/A N/A Faculty and Student Support 4 0 MA Summer Stipend 1 6500 0 N/A N/A Part I, Line 2: Faculty awards are given to those Center faculty members who are in good standing at the George Mason University and who actively engage in original research. Research projects are expected to result in scholarly journal articles, book manuscripts, monographs, or other quality products. Schedule I, Part I, Line 1(h): Grants were given to the George Mason University for the following purposes: to provide general support for the mission and activities of the George Mason University Foundation; to provide support for research by faculty members in economics; to support student tuition in the Department of Economics; to support student stipends in the Department of Economics; and for summer support and course buyouts for faculty members in economics. X X X X 0 0 0 0 0 0 0 0 0 Daniel Rothschild Executive Director 168750 0 85000 0 0 0 0 0 16677 0 270427 0 0 0 Carrie Conko Secretary 190000 0 70000 0 0 0 0 0 9791 0 269791 0 0 0 Veronique De Rugy Senior Research Fellow 182500 0 68750 0 0 0 0 0 5458 0 256708 0 0 0 Jason Fichtner Senior Research Fellow 176250 0 10000 0 0 0 0 0 5458 0 191708 0 0 0 Charles Blahous Dir. Spending & Budget Initiative 172500 0 15000 0 0 0 0 0 9573 0 197073 0 0 0 Richard Williams Vice President, Policy Research 170000 0 15000 0 0 0 0 0 5456 0 190456 0 0 0 Virgil Storr Sr. Dir. Academic & Student Programs 159375 0 57500 0 0 0 0 0 5886 0 222761 0 0 0 X 16 849721 Fair market value 0 0 0 Form 990, Part VI, Section A, line 2 Richard Fink was Executive Vice President of Koch Industries, Inc. through January 1, 2016. Charles G. Koch is Chairman and CEO of Koch Industries, Inc. Brian Hooks is the President of the Charles Koch Foundation. Form 990, Part VI, Section B, line 11 A draft of the Form 990 is prepared by the independent accountants and provided to the Chairman of the Board for review prior to filing. Form 990, Part VI, Section B, line 12c Conflicts and potential conflicts of interest are described in the Center's Employee Manual, which is distributed to all employees. Disclosure is required contemporaneously with any potential conflicts and employees are regularly reminded of the obligation. Form 990, Part VI, Section B, line 15 Officer compensation is set annually by a vote of the Executive Committee of the Board of Directors. Decisions are documented by the Executive Committee and provided to the organization. The committee considers employee performance, their knowledge of non-profit practices, and comparability data. Form 990, Part VI, Section C, line 19 The Organization's makes its financial statements and governing documents available upon request to those deemed to have a bona fide business purpose which advances the exempt purpose of the organization. Form 990, Part IX, line 11g General Contract Services: Program service expenses 1,233,889. Management and general expenses 280,539. Fundraising expenses 59,622. Total expenses 1,574,050. Honoraria, Fellowships, & Awards: Program service expenses 2,934,145. Management and general expenses 1,452. Fundraising expenses 426. Total expenses 2,936,023. Photography, Production, & Film: Program service expenses 243,701. Management and general expenses 160. Fundraising expenses 1,233. Total expenses 245,094. Form 990, Part XII, Line 2c: The Center's Board of Directors assumes responsibility for oversight of the audit, including selection of independent accountants. This process is consistent with prior years.