2016-10-27T13:49:53-05:00 2015-12-31 943108253 NOVOGRADAC & COMPANY LLP 2033 N MAIN STREET WALNUT CREEK CA 94596 990 2015-01-01 942528433 PACIFIC RESEARCH INSTITUTE FOR PUBLIC POLICY PACI 4159890833 101 MONTGOMERY STREET NO 1300 SAN FRANCISCO CA 94104 SARA C PIPES PRESIDENT & CEO 4159890833 2016-10-27 1 ERIC M BARNETT P01433887 9259494300 2015 2017-02-10 21:41:12Z SARA C PIPES 101 MONTGOMERY STREET NO 1300 SAN FRANCISCO CA 94104 5466371 0 X WWW.PACIFICRESEARCH.ORG X 1978 CA CHAMPIONS FREEDOM, OPPORTUNITY AND RESPONSIBILITY BY ADVANCING FREE-MARKET POLICY SOLUTIONS. 15 15 10 15 0 0 6840418 5042985 0 0 6306 15315 3315 136978 6850039 5195278 200000 0 0 0 1137188 1127755 0 0 812995 2248876 1992708 3586064 3120463 3263975 2074815 11434415 13384675 201178 87781 11233237 13296894 X PRI CHAMPIONS FREEDOM, OPPORTUNITY, AND PERSONAL RESPONSIBILITY BY ADVANCING FREE-MARKET POLICY SOLUTIONS. THE INSTITUTE PROVIDES PRACTICAL SOLUTIONS FOR THE POLICY ISSUES THAT IMPACT THE DAILY LIVES OF ALL AMERICANS AND DEMONSTRATES WHY THE (CONTINUED ON SCHEDULE O) FREE MARKET IS MORE EFFECTIVE THAN THE GOVERNMENT AT PROVIDING THE IMPORTANT RESULTS WE ALL SEEK; GOOD SCHOOLS, QUALITY HEALTH CARE, A CLEAN ENVIRONMENT, AND A ROBUST ECONOMY. 0 0 541775 THE CENTER FOR HEALTH CARE EXAMINES PUBLIC POLICIES THAT AFFECT AMERICA'S HEALTH-CARE SYSTEM, EXPLAINS HOW THESE POLICIES LIMIT ACCESS TO AFFORDABLE, HIGH-QUALITY HEALTH CARE, AND PRESCRIBES REFORMS THAT RELY ON MARKET-BASED SOLUTIONS. 452872 THE CENTER FOR EDUCATION WORKS TO RESTORE TO ALL PARENTS THE BASIC RIGHT TO CHOOSE THE BEST EDUCATIONAL OPPORTUNITIES FOR THEIR CHILDREN. THROUGH RESEARCH AND GRASSROOTS OUTREACH, THE INSTITUTE'S SCHOLARS ADVANCE PARENTAL CHOICE IN EDUCATION, HIGH ACADEMIC STANDARDS, CHARTER SCHOOLS, TEACHER QUALITY, AND SCHOOL FINANCE REFORM. 180609 THE CENTER FOR CALIFORNIA REFORM SEEKS TO REINVIGORATE CALIFORNIA'S ENTREPRENEURIAL, SELF-RELIANT TRADITIONS. 167061 THE CENTER FOR BUSINESS AND ECONOMICS EXAMINES HOW THE ENTREPRENEURIAL SPIRIT, THE ENGINE OF ECONOMIC GROWTH AND OPPORTUNITY IS STIFLED BY ONEROUS TAXES, REGULATIONS, AND HEALTH-CARE POLICIES. THE INSTITUTE'S SCHOLARS RECOMMEND COMPREHENSIVE PUBLIC-POLICY REFORMS THAT WILL MAINTAIN A ROBUST ECONOMY, ENSURE CONSUMER CHOICE, AND SPUR CREATIVITY AND INNOVATION. 57366 THE CENTER FOR ENVIRONMENT REVEALS THE DRAMATIC AND LONG-TERM TREND TOWARDS A CLEANER, HEALTHIER ENVIRONMENT. IT ALSO EXAMINES AND PROMOTES THE ESSENTIAL INGREDIENTS FOR ABUNDANT RESOURCES AND ENVIRONMENTAL QUALITY - PROPERTY RIGHTS, MARKETS, LOCAL ACTION, AND PRIVATE INITIATIVE. 12326 THE LAFFER CENTER AT THE PACIFIC RESEARCH INSTITUTE PRODUCES ORIGINAL RESEARCH TO WEIGH IN ON THE ISSUES OF THE DAY AT THE STATE AND FEDERAL LEVEL, AS WELL AS IMPORTANT GLOBAL ECONOMIC ISSUES, WITH A RIGOROUS EXAMINATION OF THE ROLE OF MARKET INCENTIVES IN PUBLIC POLICY. 228640 GENERAL PROGRAM EXPENSES 465393 1640649 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 36 0 1 10 1 0 0 0 0 0 1 1 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA NJ NY X X PACIFIC RESEARCH INSTITUTE 4159890833 101 MONTGOMERY STREET SUITE 1300 SAN FRANCISCO CA 94104 KATHERINE H ALDEN BOARD MEMBER 1.00 X 0 0 0 PETER C FARRELL PHD BOARD MEMBER 1.00 X 0 0 0 CLARK S JUDGE CHAIRMAN 1.00 X 0 0 0 DANIEL M KOLKEY BOARD MEMBER 1.00 X 0 0 0 THOMAS C MAGOWAN BOARD SECRETARY-TREASURER 1.00 X 0 0 0 DANIEL OLIVER CHAIRMAN EMERITUS 1.00 X 0 0 0 RICHARD A WALLACE BOARD MEMBER 1.00 X 0 0 0 CHRISTOPHER WRIGHT BOARD MEMBER 1.00 X 0 0 0 CHRISTOPHER COX BOARD MEMBER 1.00 X 0 0 0 SANDRA E GALE BOARD MEMBER 1.00 X 0 0 0 THEODORE W ULLYOT BOARD MEMBER 1.00 X 0 0 0 RUSSELL A JOHNSON BOARD MEMBER 1.00 X 0 0 0 LARRY C BOYD BOARD MEMBER 1.00 X 0 0 0 BRUCE MARGETSON BOARD MEMBER 1.00 X 0 0 0 SEAN M MCAVOY BOARD MEMBER 1.00 X 0 0 0 SARA C PIPES PRESIDENT & CEO 40.00 X X 330020 0 17276 LANCE T IZUMI SENIOR DIRECTOR, CE 40.00 X 159000 0 0 ROWENA ITCHON SENIOR VICE PRESIDENT 40.00 X 172933 0 12067 661953 0 29343 3 0 1 0 KEYBRIDGE COMMUNICATIONS 1722-A WISCONSIN AVE NW 21 WASHINGTON DC 20007 PUBLIC RELATIONS 348968 WAYNE WINEGARDEN 2350 DUNBAR LANE FALLS CHURCH VA 22046 CONSULTING 192000 GIBSON DUNN & CRUTCHER LLP 050 CONNECTICUT AVE NW WASHINGTON DC 200365306 LEGAL SERVICE 129412 3 156352 4886633 36464 5042985 15315 15315 2487 2487 399704 156352 271093 128611 128611 2604 0 2604 2604 OTHER INCOME 541700 3276 3276 3276 5195278 5880 0 146413 X 691296 264342 207808 219146 327910 163955 75419 88536 49716 16234 24281 9201 58833 17672 16300 24861 218412 176099 42313 170298 39832 72825 57641 502072 375810 42613 83649 336371 336084 287 83075 11278 9091 62706 23748 7560 5451 10737 206131 58488 65546 82097 104061 67825 7578 28658 37002 24859 4822 7321 13834 13834 EVENTS 106045 2000 0 104045 PUBLICATION PRODUCTION 74774 51353 7014 16407 GRAPHICS 60012 27258 20814 11940 DUES AND SUBSCRIPTIONS 29598 23835 5763 27275 27275 3120463 1640649 666819 812995 1208011 1496728 6876102 7736231 3064510 1175896 13361 97268 127510 91382 325342 295643 16627 29699 17076 2662676 111218 94795 11434415 13384675 201178 87781 201178 87781 X 5000548 8206194 6232689 5090700 11233237 13296894 11434415 13384675 2074815 -11158 0 X 0 1 X 1 0 X 4605681 4665391 6611623 4600448 4886633 25369776 4605681 4665391 6611623 4600448 4886633 25369776 673244 24696532 100925 10108 14336 7210 15315 147894 129 98 27329 2136 8367 38059 25555729 0.96640 0.99000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 7000 0 0 7000 0 PART II-B, LINE 1, LOBBYING ACTIVITIES: MEETINGS WITH CONGRESSIONAL MEMBERS ON ISSUES RELATED TO PRI'S PUBLIC POLICY RESEARCH. 8943 924 8019 114092 92688 21404 202307 202031 276 29699 X 5455213 -11158 271093 259935 5195278 0 5195278 3391556 271093 271093 3120463 0 3120463 PART X, LINE 2: THE INSTITUTE IS A QUALIFIED ORGANIZATION EXEMPT FROM FEDERAL AND CALIFORNIA INCOME TAXES UNDER INTERNAL REVENUE CODE (IRC) SECTIONS 501 (C) (3) AND THE CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D, RESPECTIVELY. THE PREPARATION OF FINANCIAL STATEMENTS IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES THE INSTITUTE TO REPORT INFORMATION REGARDING ITS EXPOSURE TO VARIOUS TAX POSITIONS TAKEN BY THE INSTITUTE. THE INSTITUTE HAS DETERMINED WHETHER ANY TAX POSITIONS HAVE MET THE RECOGNITION THRESHOLD AND HAVE MEASURED THE INSTITUTE'S EXPOSURE TO THOSE TAX POSITIONS. MANAGEMENT BELIEVES THAT THE INSTITUTE HAS ADEQUATELY ADDRESSED ALL RELEVANT TAX POSITIONS AND THAT THERE ARE NO UNRECORDED TAX LIABILITIES. FEDERAL AND STATE TAX AUTHORITIES GENERALLY HAVE THE RIGHT TO EXAMINE AND AUDIT THE PREVIOUS FOUR YEARS OF TAX RETURNS FILED. ANY INTEREST OR PENALTIES ASSESSED TO THE INSTITUTE ARE RECORDED IN OPERATING EXPENSES. NO INTEREST OR PENALTIES FROM FEDERAL OR STATE TAX AUTHORITIES WERE RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 271,093. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 271,093. ANNUAL GALA DINNER 431560 105310 326250 169820 THATCHER DINNER 124496 51042 73454 101273 556056 156352 399704 271093 271093 128611 X X X X X 0 0 0 0 0 0 0 0 0 SARA C PIPES PRESIDENT & CEO 330020 0 0 0 0 0 0 0 17276 0 347296 0 0 0 LANCE T IZUMI SENIOR DIRECTOR, CE 159000 0 0 0 0 0 0 0 0 0 159000 0 0 0 ROWENA ITCHON SENIOR VICE PRESIDENT 172933 0 0 0 0 0 0 0 12067 0 185000 0 0 0 X 36240 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE TAXPAYER'S ACCOUNTING FIRM FORWARDS THE FORM 990 TO THE TREASURER. THE TREASURER THEN FORWARDS THE FORM 990TO THE BOARD MEMBERS FOR THEIR REVIEW PRIOR TO FILING THE FORM 990. BOARD MEMBERS ARE ENCOURAGED TO REVIEW THE FORM 990 AND TO FORWARD THEIR QUESTIONS TO THE TREASURER. THE ACCOUNTING FIRM ADDRESSES ALL QUESTIONS FROM THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE INSTITUTE MONITORS ITS POLICY THROUGH REGULAR REVIEWS. THE DISCOVERY OF ANY CONFLICTS ARE ADDRESSED IMMEDIATELY. FORM 990, PART VI, SECTION B, LINE 15 EACH YEAR MANAGEMENT PRESENTS A COMPLETE DETAILED REPORT TO THE COMPENSATION COMMITTEE COMPOSED OF BOARD MEMBERS WITH RELATED BUSINESS EXPERIENCE. THE REPORT INCLUDES AN ANALYSIS OF CURRENT MARKET TRENDS; COMPARISON TO OTHER SIMILAR THINK TANK SALARIES GATHERED FROM 990S; AND ANALYSIS OF HOURS SPENT WORKING, JOB RESPONSIBILITIES, YEARS OF EXPERIENCE AND LEVEL OF EXPERTISE. THE COMPENSATION COMMITTEE APPROVES THE ANNUAL COMPENSATION PACKAGE FOR PRESENTATION AT THE ANNUAL MARCH BOARD MEETING FOR FULL APPROVAL BY THE ENTIRE VOTING BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE PACIFIC RESEARCH INSTITUTE FOR PUBLIC POLICY MAKES ITS FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING FEES: PROGRAM SERVICE EXPENSES 375,810. MANAGEMENT AND GENERAL EXPENSES 11,465. FUNDRAISING EXPENSES 83,649. TOTAL EXPENSES 470,924. BANK FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 31,148. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 31,148.