2025-10-29T13:37:28-05:00 2024-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2024-01-01 520140979 AMERICAN LEGISLATIVE EXCHANGE COUNCIL AMER 7033730933 2733 CRYSTAL DRIVE SUITE 1000 ARLINGTON VA 22202 LISA BOWEN CFO 7033730933 2025-10-29 1 0 AARON M FOX P01365820 2022274000 2025-10-29 2024 2025-03-06 01:10:19Z MRS LISA B NELSON CEO 2733 CRYSTAL DRIVE SUITE 1000 ARLINGTON VA 22202 10918816 0 X WWW.ALEC.ORG X 1975 IL ASSIST STATE LAWMAKERS AND THE PUBLIC BY SHARING RESEARCH AND EDUCATIONAL DATA. 24 24 43 51 0 0 9913510 9508430 1352081 1364159 22704 42065 882 4162 11289177 10918816 0 0 0 0 4153402 4270068 225700 170000 740792 6839742 6197072 11218844 10637140 70333 281676 8863770 13977882 1753244 6588828 7110526 7389054 X THE AMERICAN LEGISLATIVE EXCHANGE COUNCIL (ALEC) IS A FORUM FOR STAKEHOLDERS TO EXCHANGE IDEAS AND DEVELOP POTENTIAL SOLUTIONS. ALEC'S MISSION IS TO ADVANCE AND PROMOTE THE JEFFERSONIAN PRINCIPLES OF LIMITED GOVERNMENT, FREE MARKETS AND FEDERALISM. 0 0 3365998 TASK FORCES - ALEC'S POLICY TASK FORCES PROVIDE A FORUM FOR LEGISLATORS AND THE PRIVATE SECTOR TO DISCUSS ISSUES, DEVELOP POLICIES, AND DRAFT MODEL POLICY WHICH SERVES AS A PUBLIC RESOURCE. THE TASK FORCES INCLUDE THE FOLLOWING: AMERICAN CITY COUNCIL EXCHANGE; CIVIL JUSTICE; COMMERCE, INSURANCE AND ECONOMIC DEVELOPMENT; COMMUNICATIONS AND TECHNOLOGY; CRIMINAL JUSTICE; EDUCATION AND WORKFORCE DEVELOPMENT; ENERGY, ENVIRONMENT AND AGRICULTURE; HEALTH AND HUMAN SERVICES; FEDERALISM AND INTERNATIONAL RELATIONS; TAX AND FISCAL POLICY; AND HOMELAND SECURITY. EACH TAX FORCE IS CO-CHAIRED BY A PUBLIC AND PRIVATE SECTOR MEMBER OF ALEC. 2317862 1267156 CONFERENCES - ALEC HOLDS NATIONAL CONFERENCES, PROVIDING WORKSHOPS ON CURRENT ISSUES WITH LEADING EXPERTS, PUBLIC FIGURES AND ELECTED OFFICIALS. THE TWO NATIONAL CONFERENCES HELD IN 2024 AND 2023 WERE THE ANNUAL MEETING AND STATES AND NATIONAL POLICY SUMMIT MEETING. 1203421 STATE OUTREACH - ALEC'S STATE OUTREACH PROGRAM PROVIDES REIMBURSEMENT FOR QUALIFYING COSTS, PRINCIPALLY TRAVEL AND LODGING, OF STATE LEGISLATORS TO ATTEND VARIOUS CONFERENCES AND MEETINGS OF ALEC. THROUGH THIS PROGRAM, ALEC ALSO WORKS TO PROMOTE THE DEVELOPMENT OF LEGISLATIVE MEMBERSHIP AND PARTICIPATION IN ALEC. THIS PROGRAM ALSO ENCOMPASSES ALEC'S STATE EQUITY ALLIANCE WORK WHICH INCLUDES VOTER EDUCATION INITIATIVES. 689101 PUBLIC AFFAIRS - ALEC CONDUCTS AN ON-GOING COMMUNICATIONS PROGRAM THAT INTEGRATES ALL DEPARTMENTS OF ALEC TO PROMOTE POLICIES BASED ON FREE-MARKET, LIMITED GOVERNMENT AND FEDERALISM AMONG ELECTED OFFICIALS AND THE PRIVATE SECTOR MEMBERS. PUBLIC AFFAIRS ALSO EDUCATES THE GENERAL PUBLIC ON ALEC'S INSTITUTIONAL GOALS AND OBJECTIVES. 658319 97003 MEMBERSHIP - MEMBERSHIP MANAGES THE PROGRAMS FOR THE RECRUITMENT AND RETENTION OF ALEC STATE LEGISLATOR MEMBERS. THIS INCLUDES LIAISON WITH THE ALEC STATE CHAIRS AND PRIVATE SECTOR STATE CHAIRS. IN ADDITION, MEMBERSHIP PROVIDES ASSISTANCE TO ALEC STATE CHAIRS IN ENSURING THAT MEMBERS OF ALEC'S LEADERSHIP ARE OPERATING IN ACCORDANCE WITH ALEC'S POLICIES AND PROCEDURES. 1347420 97003 8234701 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 1 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 34 0 1 43 1 0 0 0 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 1 1 0 1 0 0 0 0 1 0 1 1 1 1 0 0 AK AL AR AZ CA CO CT FL GA IL KS KY LA MA MD ME MI MN MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV X X LISA BOWEN CFO 7033730933 2733 CRYSTAL DRIVE SUITE 1000 ARLINGTON VA 22202 LISA NELSON CEO 39.00 1.00 X 507409 0 20380 LISA BOWEN CFO 39.00 1.00 X 241218 0 37030 JONATHAN WILLIAMS CHIEF ECONOMIST, EVP-POLICY 39.00 1.00 X 235218 0 36990 MARIE VULAJ VP-PARTNERSHIPS & ENGAGEMENT 39.00 1.00 X 205288 0 35870 LEE SCHALK VP - POLICY 39.00 1.00 X 168953 0 34310 COURTNEY COOK VP - EVENTS 40.00 X 153445 0 38155 ALEX HINSON DIRECTOR CORPORATE AND NON-PROFIT PARTNERSHIPS 40.00 X 124500 0 1905 AMY VARNER DATABASE ADMINISTRATOR 40.00 X 114764 0 5855 SENATE PRESIDENT TY MASTERSON CHAIR 1.00 X X 0 0 0 REPRESENTATIVE DANIEL PEREZ IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 SENATOR PATRICIA RUCKER VICE CHAIR 1.00 X X 0 0 0 SENATOR JIM DOTSON TREASURER 1.00 X X 0 0 0 DEMI BUSATTA SECRETARY 1.00 X X 0 0 0 SENATOR PHIL KING CEO APPOINTMENT 1.00 X 0 0 0 SENATOR STUART ADAMS DIRECTOR 1.00 X 0 0 0 SENATOR JIM BUCK DIRECTOR 1.00 X 0 0 0 CHRIS CROFT DIRECTOR 1.00 X 0 0 0 REPRESENTATIVE JOHN CARSON DIRECTOR 1.00 X 0 0 0 SENATOR JULIE DANIELS DIRECTOR 1.00 X 0 0 0 REPRESENTATIVE SAGE DIXON DIRECTOR 1.00 X 0 0 0 REPRESENTATIVE SETH GROVE DIRECTOR 1.00 X 0 0 0 LT GOVER WINSOME EARLE-SEARS DIRECTOR 1.00 X 0 0 0 REPRESENTATIVE MATT HALL DIRECTOR 1.00 X 0 0 0 SENATOR JOSH HARKINS DIRECTOR 1.00 X 0 0 0 SENATOR DAN LAURSEN DIRECTOR 1.00 X 0 0 0 REPRESENTATIVE SUSAN LYNN DIRECTOR 1.00 X 0 0 0 REPRESENTATIVE KIM MOSER DIRECTOR 1.00 X 0 0 0 SENATOR ROB MCCOLLEY DIRECTOR 1.00 X 0 0 0 REPRESENTATIVE BILL SEITZ DIRECTOR 1.00 X 0 0 0 REPRESENTATIVE TJ SHOPE DIRECTOR 1.00 X 0 0 0 SENATOR TREY STEWART DIRECTOR 1.00 X 0 0 0 SPEAKER PRO TEMPORE JOHN WILLS DIRECTOR 1.00 X 0 0 0 1750795 0 210495 10 0 1 0 ONSERVICES LLC PO BOX 4458 HOUSTON TX 77210 AUDIO VISUAL 182532 JOSEPH DAVID ADVERTISING LLC 135 N PENNSYLVANIA STR 2500 INDIANAPOLIS IN 46204 CONSULTING / PROMOTION 162000 AMERICAN PHILANTHROPIC PO BOX 1480 HOCKESSIN DE 19707 CONSULTING / FUNDRAISING 126000 3 9508430 9508430 CONFERENCES/SEMINARS 900099 1267156 1267156 MEMBERSHIP DUES 900099 97003 97003 1364159 42065 42065 OTHER 900099 4162 4162 4162 10918816 1364159 0 46227 1078245 611140 403770 63335 2641115 2067354 411827 161934 68356 56265 7952 4139 240283 185975 36337 17971 242069 176831 50489 14749 114575 66064 41604 6907 82903 60213 17608 5082 170000 170000 708699 570566 67430 70703 62152 62152 601906 377692 61523 162691 213775 151534 49502 12739 414038 302029 86681 25328 236605 236256 349 837539 764628 72911 1737548 1618940 117489 1119 2506 1386 1003 117 158814 115347 33732 9735 73486 57733 12312 3441 AUDIO VISUAL RENTAL 457903 446533 11370 BAD DEBT 167611 167611 SUBSCRIPTIONS/RESEARCH 159809 150014 4756 5039 DUES/MEMBERSHIPS 96216 93324 2888 4 70987 62725 2852 5410 10637140 8234701 1661647 740792 2544291 1186189 2792659 3796893 2304181 1843502 609995 749781 165465 187786 2052836 554877 107739 1497959 0 1513710 339440 3202062 8863770 13977882 1353938 1584729 199188 168935 200118 4835164 1753244 6588828 X 5019409 5091258 2091117 2297796 7110526 7389054 8863770 13977882 281676 -3148 0 X 0 1 X 1 0 X 7730325 8505229 9054508 9913510 9508430 44712002 7730325 8505229 9054508 9913510 9508430 44712002 3827227 40884775 8339 27280 4228 22704 42065 104616 133 237777 1013 882 4162 243967 45060585 5061821 0.90730 0.90430 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2020 AMOUNT: $ 133. 2021 AMOUNT: $ 237,777. 2022 AMOUNT: $ 1,013. 2023 AMOUNT: $ 882. 2024 AMOUNT: $ 4,162. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 10637140 10637140 681857 170464 0 0 575948 618703 699657 681857 2576165 3864248 143987 154676 174914 170464 644041 966062 1269951 74703 1195248 471507 435419 36088 311378 44755 266623 1497959 RIGHT-OF-USE ASSET 3062933 LEASE DEPOSIT 139129 3202062 LEASE LIABILITY - OPERATING 4835164 4835164 X 11619273 -3148 703605 700457 10918816 0 10918816 11284814 647674 647674 10637140 0 10637140 PART X, LINE 2: THE ORGANIZATION 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 TAX. FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023, MANAGEMENT DID NOT IDENTIFY ANY UNCERTAINTY IN INCOME TAX REQUIRING RECOGNITION OR DISCLOSURE IN THESE CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE OF ENTITIES OTHER THAN THE ORGANIZATION INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS, NET OF ELIMINATION ENTRIES. 703,605. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES OF ENTITIES OTHER THAN THE ORGANIZATION INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS, NET OF ELIMINATION ENTRIES. 647,674. X X X X 1 PRECISION MARKETING INC 2503D N HARRISON ST PMB 16 ARLINGTON VA 22207 DIRECT MAIL CAMPAIGN ASSISTANCE 0 124073 44000 80073 AMERICAN PHILANTHROPIC 119 N HIGH STREET WEST CHESTER PA 19380 RESEARCH POTENTIAL DONORS 0 0 126000 -126000 124073 170000 -45927 AK AL AR AZ CA CO CT FL GA IL KS KY LA MA MD ME MI MN MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV X X X 0 0 0 0 0 0 0 1 0 LISA NELSON CEO 388691 0 118718 0 0 0 20284 0 96 0 527789 0 0 0 LISA BOWEN CFO 221218 0 20000 0 0 0 9640 0 27390 0 278248 0 0 0 JONATHAN WILLIAMS CHIEF ECONOMIST, EVP-POLICY 215218 0 20000 0 0 0 9600 0 27390 0 272208 0 0 0 MARIE VULAJ VP-PARTNERSHIPS & ENGAGEMENT 190288 0 15000 0 0 0 8400 0 27470 0 241158 0 0 0 LEE SCHALK VP - POLICY 158953 0 10000 0 0 0 6840 0 27470 0 203263 0 0 0 COURTNEY COOK VP - EVENTS 143445 0 10000 0 0 0 6180 0 31975 0 191600 0 0 0 PART I, LINE 7 BONUSES FOR EMPLOYEES, INCLUDING OFFICERS, ARE DISCRETIONARY. THE BOARD OF DIRECTORS DETERMINES ANY BONUS FOR THE CEO AND THE CEO APPROVES ANY BONUS FOR ALL OTHER EMPLOYEES. FORM 990, PART VI, SECTION A, LINE 6 IN ACCORDANCE WITH THE BYLAWS OF ALEC, FULL MEMBERSHIP SHALL BE OPEN TO PERSONS DEDICATED TO THE PRESERVATION OF FREE MARKETS, LIMITED GOVERNMENT AND FEDERALISM, WHO SUPPORT THE PRINCIPLES OF ALEC, AND WHO SERVE, OR FORMERLY SERVED, AS MEMBERS OF A STATE OR TERRITORIAL LEGISLATURE, THE UNITED STATES CONGRESS, OR SIMILAR BODIES OUTSIDE THE UNITED STATES OF AMERICA. FORM 990, PART VI, SECTION A, LINE 7A DIRECTORS ARE ELECTED EACH DECEMBER. THE BOARD SHALL CONSIST OF 24 MEMBERS OF WHICH 18 DIRECTORS ARE NOMINATED AND ELECTED BY THE BOARD OF DIRECTORS. THREE DIRECTORS SHALL BE NOMINATED BY THE BOARD OF DIRECTORS FROM A LIST OF SIX NOMINEES SUPPLIED BY THE STATE CHAIR, ONE OF WHOM SHALL BE THE CHAIR OF THE STATE CHAIRS. TWO DIRECTORS SHALL BE ELECTED BY THE BOARD OF DIRECTORS FROM A LIST OF FOUR NOMINEES SUPPLIED BY THE TASK FORCE CHAIRS, ALL FOUR OF WHOM SHALL BE TASK FORCE PUBLIC SECTOR CHAIRS. FORM 990, PART VI, SECTION A, LINE 8B ALEC DOES NOT MAINTAIN MINUTES FOR ALL COMMITTEES, BUT DECISIONS ARE TAKEN TO THE FULL BOARD FOR APPROVAL AND ARE DOCUMENTED. FORM 990, PART VI, SECTION B, LINE 11B THE CFO REVIEWS ALEC'S FORM 990. SUCH REVIEW TAKES PLACE UPON RECEIPT OF THE DRAFT FORM 990 RECEIVED FROM THE INDEPENDENT PUBLIC ACCOUNTING FIRM WHO CONDUCTS THE FINANCIAL STATEMENT AUDIT OF ALEC. THE REVIEW INVOLVES COMPARISON OF FINANCIAL DATA IN THE FORM 990 WITH THE AUDITED FINANCIAL STATEMENTS AND REVIEW OF ALL NARRATIVE INFORMATION FOR ACCURACY AND COMPLETENESS. THE CEO OF ALEC THEN REVIEWS THE FORM 990. PRIOR TO FILING, THE PUBLIC DISCLOSURE COPY OF THE FORM 990 IS PROVIDED TO THE FULL BOARD OF ALEC. FORM 990, PART VI, SECTION B, LINE 12C ALEC HAS A WRITTEN CONFLICT OF INTEREST POLICY. ACTUAL OR PERCEIVED CONFLICTS ARE ADDRESSED BY THE BOARD ON A CASE BY CASE BASIS. WHILE ANNUALLY ASKED TO SIGN THE WRITTEN CONFLICT OF INTEREST POLICY FORM, NOT ALL BOARD MEMBERS RETURNED A SIGNED COPY. FORM 990, PART VI, SECTION B, LINE 15A ALEC COMPARES CURRENT SALARY RATES WITH OTHER NON-PROFITS BY REVIEWING VARIOUS FEDERAL FORM 990'S AND THE ASAE COMPENSATION SURVEY TO ENSURE THE RATES ARE COMPETITIVE. THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE COMPENSATION OF THE CEO. THE CEO APPROVES THE COMPENSATION OF ALL OTHER EMPLOYEES, INCLUDING KEY EMPLOYEES. THROUGH THE ANNUAL BUDGET PROCESS, BOARD APPROVAL OF OVERALL SALARY EXPENSE IS OBTAINED. FORM 990, PART VI, SECTION C, LINE 19 ALEC MAKES THESE DOCUMENTS AVAILABLE UPON REQUEST AND MAKES ITS FEDERAL FORM 990 PUBLICLY AVAILABLE ON ITS WEBSITE. JEFFERSONIAN PROJECT 2733 CRYSTAL DRIVE SUITE 1000 ARLINGTON VA 22202 462233126 EDUCATE THE PUBLIC & GOV'T POLICY MAKERS BY PROVIDING NONPARTISAN RESEARCH DC 501(C)(4) AMERICAN LEGISLATIVE EXCHANGE COUNCIL 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 JEFFERSONIAN PROJECT O 352375 FAIR VALUE