2016-11-15T14:12:43-06:00 2015-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2015-01-01 522315929 THE PUBLIC FORUM INSTITUTE PUBL 2026834100 4527 17TH ST N ARLINGTON VA 22207 JONATHAN ORTMANS PRESIDENT 2026834100 2016-11-15 1 SUBRINA WOOD CPA P00365899 2023319880 2015 2017-02-10 21:41:12Z X JONATHAN F ORTMANS 4527 17TH ST N ARLINGTON VA 22207 1118928 0 X WWW.PUBLICFORUMINSTITUTE.ORG X 2001 DC CITIZEN ENGAGEMENT: TO IMPROVE PUBLIC UNDERSTANDING OF NATIONAL ISSUES. 6 4 12 0 0 0 994262 1077486 0 0 9725 10148 27504 31294 1031491 1118928 0 0 0 0 251117 355834 0 0 0 300614 845058 551731 1200892 479760 -81964 2054768 1966365 4731 9525 2050037 1956840 X TO ENGAGE CITIZENS IN KEY NATIONAL ISSUES DISCUSSIONS IN AN INDEPENDENT AND IMPARTIAL FASHION TO CREATE A MORE INFORMED PUBLIC. THIS INCLUDES A FOCUS ON JOB CREATION AND STIMULATING ECONOMIC GROWTH THROUGH ENTREPRENEURSHIP. 0 0 657201 LIONS@FRICA: THE LIBERALIZING INNOVATION OPPORTUNITY NATIONS (LIONS@FRICA) IS A PARTNERSHIP WITH THE U.S. STATE DEPARTMENT AND OTHERS THAT SEEKS TO MOBILIZE THE KNOWLEDGE, EXPERTISE AND RESOURCES OF LEADING PUBLIC AND PRIVATE INSTITUTIONS TO ENCOURAGE AND ENHANCE AFRICA'S INNOVATION ECOSYSTEM AND TO SPUR ENTREPRENEURSHIP BY INVESTING IN: CAPACITY BUILDING, ACCESS TO CAPITAL, ENHANCED CONNECTIVITY TO GLOBAL MARKETS, AND CREDIBILITY BY RAISING AWARENESS OF AFRICA'S INNOVATION POTENTIAL. LAUNCHED AT THE 2012 WORLD ECONOMIC FORUM ON AFRICA, THE PARTNERSHIP IS ON TRACK TO SUPPORT 100,000 ENTREPRENEURS AS THEY LAUNCH AND EXPAND TECHNOLOGY-BASED BUSINESS BY 2020. 278945 THE GLOBAL ENTREPRENEURSHIP RESEARCH NETWORK (GERN) IS A WORKING COALITION OF INSTITUTIONS FUNDING RESEARCH AS A TOOL IN REALIZING THE FULL POTENTIAL OF ENTREPRENEURSHIP TO CREATE INCLUSIVE PROSPERITY ON A GLOBAL SCALE. ITS OBJECTIVES ARE TO DEVELOP A NEXT GENERATION OF ENTREPRENEURSHIP RESEARCH, SHARE LESSONS AND KNOWLEDGE AND ESTABLISH OPEN, STANDARDIZED DATA RESOURCES. GERN MEMBERS UNDERTAKE JOINT PROJECTS THAT MAP ENTREPRENEURSHIP ECOSYSTEMS, EVALUATE THE EFFICACY OF ENTREPRENEURSHIP PROGRAMS (INCLUDING ACCELERATORS), AND VALIDATE RESEARCH METHODOLOGIES (SUCH AS THOSE THAT INVOLVE THE USE OF GOVERNMENT DATASETS). 76056 THE POLICY DIALOGUE ON ENTREPRENEURSHIP (PDE) WAS A PARTNERSHIP BETWEEN THE PUBLIC FORUM INSTITUTE AND THE EWING MARION KAUFFMAN FOUNDATION TO INFORM AND CONNECT THOUGHT LEADERS LOOKING TO UNDERSTAND POLICIES THAT HELP ENTREPRENEURS START COMPANIES, CREATE JOBS AND STRENGTHEN THE ECONOMY. SINCE IT LAUNCHED IN 2003, PDE WAS DRIVEN BY A BLOG AND A WEEKLY EMAIL DIGEST THAT INTRODUCED ITS READERS-POLICYMAKERS, ACADEMICS, RESEARCHERS, ENTREPRENEURS, THE MEDIA, AND OTHERS-TO AN ARRAY OF INFORMATION BEING RELEASED RELATED TO THE FIELD OF ENTREPRENEURSHIP, INCLUDING INNOVATIVE PUBLIC POLICIES AND EFFECTIVE PROGRAMS EMERGING THROUGHOUT THE U.S. AND AROUND THE WORLD. 106637 31294 THE PUBLIC FORUM INSTITUTE IS AN INDEPENDENT, NONPARTISAN, NOT-FOR-PROFIT ORGANIZATION COMMITTED TO DEVELOPING THE MOST ADVANCED AND EFFECTIVE MEANS OF FOSTERING PUBLIC DISCOURSE. THE FORUM TAILORS PROJECTS THAT ADVANCE THE EXCHANGE OF INFORMATION AND IDEAS BY COMBINING ISSUE EXPERTISE WITH ADVANCED PROGRAM DEVELOPMENT AND COMMUNICATION SKILLS. 106637 31294 1118839 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 2 0 1 12 1 0 0 0 0 0 0 0 0 X 6 4 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X ALAN SIMENSKY CFO 2022366612 9711 DE PAUL DRIVE BETHESDA MD 20817 JONATHAN ORTMANS PRESIDENT/DIRECTOR 13.50 31.50 X X 526796 333757 17096 MARK MARICH EXECUTIVE VICE PRESIDENT 10.00 30.00 X X 172936 129630 5997 NEIL DHILLON DIRECTOR 1.00 X 0 0 0 THOMAS SULLIVAN DIRECTOR 1.00 X 0 0 0 ERIK PAGES DIRECTOR 1.00 X 0 0 0 GEORGE GROB DIRECTOR 1.00 X 0 0 0 699732 463387 23093 2 0 1 0 0 735986 341500 1077486 10148 10148 OTHER REVENUE 900099 31294 31294 31294 1118928 31294 0 10148 X 192972 171242 21730 140883 130189 10694 886 443 443 9477 7094 2383 11616 10734 882 45238 45000 238 19388 19388 355650 355650 5878 5728 150 7471 7471 64798 46498 18300 51175 51175 181594 181594 1244 622 622 OTHER EXPENSES 112622 105399 7223 1200892 1118839 82053 0 116425 124489 514833 573665 704097 649514 699 786 63429 60573 5966 2856 473023 471364 239725 143691 2054768 1966365 4731 9525 4731 9525 X 1947419 1767723 102618 189117 2050037 1956840 2054768 1966365 -81964 -11233 0 X X 0 1 X 1 0 X 1609000 785044 1529539 994262 1077486 5995331 1609000 785044 1529539 994262 1077486 5995331 3618868 2376463 8243 10316 8843 11423 10148 48973 8861 22901 23339 27504 19200 101805 6146109 0.38670 0.28780 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 38506 38506 0 24923 22067 2856 2856 SECURITY DEPOSIT 13765 CASH SURRENDER VALUE OF LIFE INSURANCE 125472 DUE FROM GLOBAL ENTREPRENEURSHIP WEEK 4454 143691 X 1107695 -11233 -11233 1118928 0 1118928 1200892 0 1200892 0 1200892 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IT IS, HOWEVER, SUBJECT TO TAX ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITY UNDER APPLICABLE TAX LAW. TO DATE, THE ORGANIZATION HAS NOT ENGAGED IN SUCH ACTIVITIES. THE ORGANIZATION ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH THE ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2015 AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. AS OF DECEMBER 31, 2015, THE STATUTE OF LIMITATIONS FOR FISCAL YEARS 2012 THROUGH 2014 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION. IT IS THE ORGANIZATION'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN UNRELATED BUSINESS INCOME TAX EXPENSE. X 0 0 0 0 0 0 0 0 0 JONATHAN ORTMANS PRESIDENT/DIRECTOR 526796 333757 0 0 0 0 2630 12870 356 1240 529782 347867 0 0 MARK MARICH EXECUTIVE VICE PRESIDENT 172936 129630 0 0 0 0 877 4292 185 643 173998 134565 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAS NO COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11 THE DIRECTORS, PRESIDENT, TREASURER, AND EXECUTIVE VICE PRESIDENT ARE PROVIDED WITH THE 990 BEFORE IT IS FILED, AND ARE ENCOURAGED TO REVIEW IT CAREFULLY. FORM 990, PART VI, SECTION B, LINE 12C NOT ONLY HAVE THE BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES SIGNED THE CONFLICT OF INTEREST POLICY STATING THAT THEY AGREE TO NOTIFY THE BOARD OF ANY CONFLICT OF INTEREST, BUT THEY ARE REMINDED OF THE POLICY AT EACH BOARD MEETING. FURTHERMORE, THE POINT PERSON EMPLOYEE FOR THE WHISTLEBLOWER POLICY ENCOURAGES EMPLOYEES TO DISCLOSE INFORMATION ABOUT ANY ACTIVITIES THAT MIGHT BE REVIEWED AS POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THERE HAVE BEEN NO REVIEWS OR ADJUSTMENTS TO SENIOR MANAGEMENT COMPENSATION. ANY FURTHER COMPENSATION REVIEWS, WHICH FALL WITHIN THE BOARD ADOPTED POLICY WILL BE LED BY AN INDEPENDENT BOARD MEMBER, WILL NOT INVOLVE THE PERSON CONCERNED, AND WILL BE BASED ON CONTEMPORANEOUS COMPARABILITY DATA. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S MAIN GOVERNING DOCUMENTS, INCLUDING ITS POLICIES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE FOR INSPECTION AT THE OFFICES OF THE PUBLIC FORUM INSTITUTE BY THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 355,650. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 355,650. FORM 990, PART XII, LINE 2C: THE BOARD OF DIRECTORS HAS THE AUTHORITY WITH REGARDS TO OVERSIGHT OF THE AUDIT, REVIEW, OR COMPILATION OF THE FINANCIAL STATEMENTS AND THE SELECTION OF INDEPENDENT ACCOUNTANTS. THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. GLOBAL ENTREPRENEURSHIP WEEK 2400 N STREET NW SUITE 603 WASHINGTON DC 20037 452604983 BRING IDEAS TO LIFE, DRIVE ECONOMIC GROWTH AND EXPAND HUMAN WELFARE DC 501(C)(3) LINE 7 N/A 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 GLOBAL ENTREPRENEURSHIP WEEK O 463387