POLITICAL ECONOMY RESEARCH CENTER INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- POLITICAL ECONOMY RESEARCH CENTER INC (EIN 81-0393444)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-04-09
- IRS object ID
- 201520999349300622
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-09T15:03:21-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 810385940 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSON ZURMUEHLEN & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1019 EAST MAIN STE 201 | AddressLine1Txt |
| City | BOZEMAN | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59715 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810393444 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PROPERTY AND ENVIRONMENT RESEARCH CENTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PROP | BusinessNameControlTxt |
| Phone | 4065879591 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2048 ANALYSIS DRIVE NO A | AddressLine1Txt |
| City | BOZEMAN | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 597186829 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAWRENCE REED WATSON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4065879591 | PhoneNum |
| Signature | 2015-03-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KYLA Q STAFFORD | PreparerPersonNm |
| PTIN | P00249110 | PTIN |
| Phone | 4065566160 | PhoneNum |
| Preparation | 2015-03-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LAWRENCE REED WATSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2048 ANALYSIS DRIVE NO A | AddressLine1Txt |
| City | BOZEMAN | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 597186829 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,434,612 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PERC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1981 | FormationYr |
| Legal Domicile State | MT | LegalDomicileStateCd |
| Activity Or Mission | PERC IS DEDICATED TO IMPROVING ENVIRONMENTAL QUALITY THROUGH MARKETS AND PROPERTY RIGHTS. PERC'S WORK CONSISTS OF RESEARCH, OUTREACH AND EDUCATION. PERC APPLIES ECONOMIC THINKING TO ENVIRONMENTAL PROBLEMS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 15 | TotalEmployeeCnt |
| Total Volunteers | 16 | TotalVolunteersCnt |
| Total Gross UBI | $329 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,281,434 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,411,590 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,515 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,622 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,819 | PYOtherRevenueAmt |
| CY Other Revenue | $4,280 | CYOtherRevenueAmt |
| PY Total Revenue | $2,288,768 | PYTotalRevenueAmt |
| CY Total Revenue | $3,418,492 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,103,805 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $998,199 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $142,860 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $911,268 | PYOtherExpensesAmt |
| CY Other Expenses | $952,462 | CYOtherExpensesAmt |
| PY Total Expenses | $2,015,073 | PYTotalExpensesAmt |
| CY Total Expenses | $1,950,661 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $273,695 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,467,831 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,005,156 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,214,255 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $293,033 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $34,301 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,712,123 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,179,954 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PERC IS DEDICATED TO IMPROVING ENVIRONMENTAL QUALITY THROUGH MARKETS AND PROPERTY RIGHTS. PERC'S WORK CONSISTS OF RESEARCH, OUTREACH AND EDUCATION. PERC APPLIES ECONOMIC THINKING TO ENVIRONMENTAL PROBLEMS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $782,119 | ExpenseAmt |
| Desc | RESEARCH (SEE NARRATIVE ON SCHEDULE O) | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $289,577 | ExpenseAmt |
| Desc | OUTREACH (SEE NARRATIVE ON SCHEDULE O) | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $268,491 | ExpenseAmt |
| Desc | APPLIED PROGRAMS (SEE NARRATIVE ON SCHEDULE O) | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,340,187 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 126 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 15 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAWRENCE REED WATSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4065879591 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2048 ANALYSIS DRIVE NO A | AddressLine1Txt |
| City | BOZEMAN | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 597186829 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| THOMAS E BEACH | |||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LOREN D BOUGH | |||||||
| VICE CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| THOMAS J BRAY | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| HENRY N BUTLER | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TYLER DANN | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KIMBERLY O DENNIS | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBORAH DONNER | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CARLOS FERNANDEZ | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT CLEMENT | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARTIN HOSTETTLER | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| FRED E KARLINSKY | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KRISTINA KENDALL | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DWIGHT E LEE | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RANKIN SMITH JR | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN F TOMLIN | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN YABLONSKI | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MONICA GUENTHER | |||||||
| CORPORATE SECRETARY | 40.00 | Yes (X) | $101,500 | $0 | $14,368 | ||
| LAWRENCE REED WATSON | |||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $123,875 | $0 | $11,140 | ||
| TERRY ANDERSON | |||||||
| SENIOR FELLOW; PAST PRESIDENT | 40.00 | $171,702 | $0 | $8,585 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $397,077 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $34,093 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $3,411,590 | AllOtherContributionsAmt |
| Total Contributions | $3,411,590 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,622 | TotalRevenueColumnAmt |
| Exclusion | $2,622 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $20,400 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $16,120 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $4,280 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,280 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $329 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,951 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,418,492 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $329 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,573 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $431,170 | TotalAmt |
| Program Services | $233,865 | ProgramServicesAmt |
| Management And General | $139,371 | ManagementAndGeneralAmt |
| Fundraising | $57,934 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $429,740 | TotalAmt |
| Program Services | $201,782 | ProgramServicesAmt |
| Management And General | $181,366 | ManagementAndGeneralAmt |
| Fundraising | $46,592 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,107 | TotalAmt |
| Program Services | $8,378 | ProgramServicesAmt |
| Management And General | $8,119 | ManagementAndGeneralAmt |
| Fundraising | $1,610 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,521 | TotalAmt |
| Program Services | $25,177 | ProgramServicesAmt |
| Management And General | $12,692 | ManagementAndGeneralAmt |
| Fundraising | $9,652 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,661 | TotalAmt |
| Program Services | $36,289 | ProgramServicesAmt |
| Management And General | $20,118 | ManagementAndGeneralAmt |
| Fundraising | $15,254 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,175 | TotalAmt |
| Management And General | $8,175 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $449,931 | TotalAmt |
| Program Services | $447,231 | ProgramServicesAmt |
| Management And General | $2,700 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,235 | TotalAmt |
| Program Services | $47 | ProgramServicesAmt |
| Management And General | $29,188 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,077 | TotalAmt |
| Program Services | $13,801 | ProgramServicesAmt |
| Management And General | $7,276 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,843 | TotalAmt |
| Program Services | $367 | ProgramServicesAmt |
| Fundraising | $5,476 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,293 | TotalAmt |
| Program Services | $154,293 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,981 | TotalAmt |
| Program Services | $2,981 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,374 | TotalAmt |
| Program Services | $51,771 | ProgramServicesAmt |
| Management And General | $3,603 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,301 | TotalAmt |
| Management And General | $20,301 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| OUTREACH EXPENSE | $144,776 | $144,776 | |
| BOARD EXPENSE | $31,641 | $31,641 | |
| DUES, SUBSCRIPTIONS, AN | $13,286 | $12,283 | $1,003 |
| TELEPHONE | $7,120 | $5,696 | $1,424 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,429 | TotalAmt |
| Program Services | $1,450 | ProgramServicesAmt |
| Management And General | $637 | ManagementAndGeneralAmt |
| Fundraising | $6,342 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,950,661 | TotalAmt |
| Program Services | $1,340,187 | ProgramServicesAmt |
| Management And General | $467,614 | ManagementAndGeneralAmt |
| Fundraising | $142,860 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $272,014 | BOYAmt |
| EOY | $318,680 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,303,446 | BOYAmt |
| EOY | $2,640,284 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $784,752 | BOYAmt |
| EOY | $663,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,231 | BOYAmt |
| EOY | $1,228 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,755 | BOYAmt |
| EOY | $8,692 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,886,752 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $304,381 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,635,958 | BOYAmt |
| EOY | $1,582,371 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,005,156 | BOYAmt |
| EOY | $5,214,255 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,330 | BOYAmt |
| EOY | $27,840 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $255,000 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,703 | BOYAmt |
| EOY | $6,461 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $293,033 | BOYAmt |
| EOY | $34,301 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,186,779 | BOYAmt |
| EOY | $2,914,435 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,412,598 | BOYAmt |
| EOY | $2,152,773 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,746 | BOYAmt |
| EOY | $112,746 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,712,123 | BOYAmt |
| EOY | $5,179,954 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,005,156 | BOYAmt |
| EOY | $5,214,255 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,467,831 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,501,943 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,060,329 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,668,697 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,281,433 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,411,589 | CurrentTaxYearAmt |
| Total | $12,923,991 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,501,943 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,060,329 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,668,697 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,281,433 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,411,589 | CurrentTaxYearAmt |
| Total | $12,923,991 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,416,106 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,507,885 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,695 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,232 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,098 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,899 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,591 | CurrentTaxYearAmt |
| Total | $83,515 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $2,268 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,208 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $329 | CurrentTaxYearAmt |
| Total | $3,805 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $13,011,311 | TotalSupportAmt |
| Public Support CY170 | 0.50020 | PublicSupportCY170Pct |
| Public Support PY170 | 0.51170 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $112,746 | BeginningYearBalanceAmt |
| End Year Balance | $112,746 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $112,746 | BeginningYearBalanceAmt |
| End Year Balance | $112,746 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $114,739 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $251 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,244 | OtherExpendituresAmt |
| End Year Balance | $112,746 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $114,243 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $496 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $114,739 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $113,878 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $365 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $114,243 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $115,000 | OtherCostOrOtherBasisAmt |
| Book Value | $115,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,540,427 | OtherCostOrOtherBasisAmt |
| Depreciation | $128,856 | DepreciationAmt |
| Book Value | $1,411,571 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,684 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,559 | DepreciationAmt |
| Book Value | $17,125 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $198,641 | OtherCostOrOtherBasisAmt |
| Depreciation | $165,633 | DepreciationAmt |
| Book Value | $33,008 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,333 | DepreciationAmt |
| Book Value | $5,667 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,582,371 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL LEASE PAYABLE | Desc |
| Amt | $6,461 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,461 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $3,434,611 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,434,611 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$16,119 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$16,119 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,418,492 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,966,780 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $16,119 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $16,119 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,950,661 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,950,661 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES |
| SCHEDULE D, PART XI, LINE 4B | RENTAL EXPENSE OF $16,119 IS REPORTED NET OF RENTAL REVENUE ON THE 990, AND INCLUDED AS EXPENSE ON THE FINANCIAL STATEMENTS. |
| SCHEDULE D, PART XII, LINE 4B | RENTAL EXPENSE OF $18,381 IS REPORTED NET OF RENTAL REVENUE ON THE 990, AND INCLUDED AS EXPENSE ON THE FINANCIAL STATEMENTS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERRY ANDERSON | PersonNm |
| Title | SENIOR FELLOW; PAST PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $171,702 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $8,585 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $180,287 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A | RESEARCH CONFERENCES AND COLLOQUIA: PERC HOSTED SEVERAL MULTI-DAY CONFERENCES THIS YEAR FOCUSING ON HOW PROPERTY RIGHTS AND MARKETS FOSTER ENVIRONMENTAL QUALITY, ECONOMIC PROSPERITY, AND FREEDOM. THE THREE SEARLE WORKSHOPS FOCUSED SPECIFICALLY ON THE RELATIONSHIP BETWEEN ENVIRONMENTAL QUALITY AND PUBLIC HEALTH, THE FUTURE OF NATIONAL PARKS ON THEIR 100TH ANNIVERSARY (IN 2016), AND THE INTERFACE OF SCIENCE, ECONOMICS, AND POLITICS IN FOREST FIRE POLICY. THE SIX CO-SPONSORED LIBERTY FUND COLLOQUIA COVERED A WIDE VARIETY OF TOPICS, FROM MARKETS FOR ECOSYSTEM SERVICES TO ENVIRONMENTAL ENTREPRENEURSHIP IN THE DEVELOPING WORLD, WITH EACH FACILITATING PRODUCTIVE DISCUSSIONS AMONG SCHOLARS, PRACTITIONERS, AND STUDENTS. THE TWO WORKSHOPS WITH THE LAW AND ECONOMICS CENTER WERE FOCUSED PARTICULARLY ON JUDGES AND LAW PROFESSORS IN ENVIRONMENTAL LAW. LASTLY, THE LONE MOUNTAIN FORUM CONSISTED OF TWO SEPARATE COMPONENTS: ONE HELD IN PARTNERSHIP WITH THE LAW AND ECONOMICS CENTER AT GEORGE MASON UNIVERSITY WHICH FOCUSED ON AUSTRIAN ECONOMICS, LAW, AND ECOLOGY, AND THE SECOND EXPLORED THE POLICY RELEVANCE OF THE FORTHCOMING BOOK: FREE MARKET ENVIRONMENTALISM FOR THE NEXT GENERATION. BOOKS: CAMBRIDGE UNIVERSITY PRESS PUBLISHED ENVIRONMENTAL MARKETS: A PROPERTY RIGHTS APPROACH WRITTEN BY PERC SCHOLARS. THE TEXTBOOK PROVIDES A FRAMEWORK FOR THINKING ABOUT HOW PRIVATE PROPERTY RIGHTS AND MARKET EXCHANGE CAN FOSTER ENVIRONMENTAL STEWARDSHIP AND ECONOMIC GROWTH. ENERGY DEVELOPMENT AND ENVIRONMENTAL QUALITY: OUR RESEARCH ON THE POTENTIAL FOR ENERGY DEVELOPMENT ON INDIAN RESERVATIONS HAS BEEN RECOGNIZED BY TRIBAL LEADERS AND WE WILL CONTINUE DOING WORK IN THIS AREA. IN ADDITION, WE PUBLISHED THREE ARTICLES IN HOOVER'S DEFINING IDEAS JOURNAL EXPLAINING THE ENVIRONMENTAL ISSUES ASSOCIATED WITH FRACKING AND MARKET-BASED POLICY SOLUTIONS TO THE PROBLEMS. THE WEALTH OF INDIAN NATIONS: PERC SCHOLARS PRESENTED RESEARCH ON THIS TOPIC AT CONFERENCES, WRIOTE AND RELEASED A PERC POLICY SERIES, PUBLISHED OP-EDS IN NATIONAL AND LOCAL NEWSPAPERS, DRAFTED CHAPTERS FOR A DOWNLOADABLE TEXTBOOK BUILDING A COMPETITIVE FIRST NATION INVESTMENT CLIMATE IN PARTNERSHIP WITH THE TULO CENTER FOR INDIGENOUS ECONOMICS, AND IN GENERAL, MADE POLICY MAKERS AND INDIAN LEADERS MORE AWARE OF HOW PROPERTY RIGHTS AND MARKETS CAN INCREASE ECONOMIC AND ENVIRONMENTAL RETURNS FOR INDIGENOUS PEOPLE. PRIVATE CONSERVATION IN THE PUBLIC INTEREST: THIS RESEARCH PROJECT EXAMINES HOW PRIVATE LAND MANAGEMENT CAN ENHANCE ENVIRONMENTAL AMENITIES SUCH AS FISH AND WILDLIFE HABITAT, WATER QUALITY, OPEN SPACE, AND BIO-DIVERSITY. THE PURPOSE OF THIS RESEARCH IS TO UNDERSTAND HOW PRIVATE SELF-INTEREST CAN ADVANCE THE PUBLIC INTEREST IN ENVIRONMENTAL RESOURCES, THE THEORY BEING THAT WELL-DEFINED, SECURE, AND TRANSFERABLE PRIVATE PROPERTY RIGHTS ARE ABSOLUTELY ESSENTIAL. PERC SCHOLARS HAVE BEGUN RESEARCHING AND DRAFTING CASE STUDIES OF PRIVATE STREAM RESTORATION AND PUBLIC ACCESS IN MONTANA AND ENDANGERED SPECIES CONSERVATION IN TEXAS. ECONOMICS OF ENVIRONMENTAL ISSUES: THE MANUSCRIPT EXPLORES A WIDE RANGE OF CURRENT AND CONTROVERSIAL ENVIRONMENTAL TOPICS-FROM GENETICALLY MODIFIED FOODS TO WILDLIFE POLICY AND HAZARDOUS WASTES-AND RELIES ON SCIENTIFIC FACTS AND WRY WRITING TO DISPEL COMMONLY HELD MISPERCEPTIONS ABOUT ENVIRONMENTAL RESOURCES. AS A NON-ACADEMIC TEXT, THE INTENDED AUDIENCE INCLUDES LAY READERS, JOURNALISTS, AND STUDENTS. FELLOWSHIPS: PERC'S IN-HOUSE RESEARCH INITIATIVES ARE AUGMENTED BY VISITING SCHOLARS FROM UNIVERSITIES AND ORGANIZATIONS AROUND THE WORLD. EACH VISITING SCHOLAR PRESENTS A PAPER AND GIES AN ACADEMIC WORKSHOP ON THEIR RESPECTIVE RESEARCH TOPICS. FELLOWSHIPS OFFER A UNIQUE OPPORTUNITY FOR VISITORS TO ADVANCE THEIR UNDERSTANDING OF THE ROLE OF MARKETS AND PROPERTY RIGHTS IN PROTECTING AND ENHANCING ENVIRONMENTAL RESOURCES. THIS YEAR, WE HAD FOUR GRADUATE FELLOWS, THREE JULIAN SIMONS FELLOWS, AND FOURTEEN LONE MOUNTAIN FELLOWS. |
| FORM 990, PART III, LINE 4B | OUTREACH PUBLICATIONS: PERC CONTINUES TO PRODUCE IMPACTFUL PUBLICATIONS THAT CATCH THE ATTENTION OF DIVERSE AUDIENCES AND SUCCINCTLY CONVEY THE MESSAGE OF FREE MARKET ENVIRONMENTALISM. THIS YEAR WE RELEASED OUR FIRST POLICY PERSPECTIVE, TITLED "UNLOCKING THE WEALTH OF INDIAN NATIONS," RECEIVED CONSIDERABLE ATTENTION ACROSS A VARIETY OF AUDIENCES, SUCH AS ENTREPRENEURS AND POLICY MAKERS AS WELL AS ON SOCIAL MEDIA AND THE PRESS. THE REPORT LED TO AN INVITATION FROM THE U.S. GOVERNMENT ACCOUNTABILITY OFFICE TO ADVISE THEIR STAFF ON HOW THE FEDERAL GOVERNMENT CAN ALLEVIATE BURDENSOME REGULATIONS ON TRIBAL ENERGY DEVELOPMENT. PERC'S MAGAZINE, PERC REPORTS, CONTINUES TO GENERATE BUZZ ABOUT OUR RESEARCH AND PROGRAMMING. WITH A CIRCULATION OF MORE THAN 8,000 PRINT SUBSCRIBERS AND MORE THAN 5,000 ONLINE SUBSCRIBERS, PERC REPORTS HAS BECOME THE GO-TO MAGAZINE FOR FREE MARKET ENVIRONMENTALISM. ARTICLES AND OP-EDS: PERC GROWS ITS AUDIENCE BY PUBLISHING ARTICLES AND OP-EDS IN POPULAR MEDIA OUTLETS ACROSS THE COUNTRY. PERC HAS MAINTAINED AN IMPRESSIVE PACE OF OP-EDS THIS YEAR IN THE WALL STREET JOURNAL, PLACING SIX ARTICLES IN 2014 DISCUSSING HIGH-PROFILE ISSUES SUCH AS THE KEYSTONE XL PIPELINE, THE RANGE WAR OVER GRAZING RIGHTS, AND WESTERN WILDFIRES, AND HAVE DEMONSTRATED HOW FREE MARKET ENVIRONMENTALISM APPLIES TO ISSUES AT THE FOREFRONT OF NATIONAL DEBATE. THIS YEAR, PERC'S ARTICLES AND OP-EDS HAVE ALSO APPEARED IN THE WASHINGTON EXAMINER, WASHINGTON POST, NYTIMES.COM, REASON, NATIONAL REVIEW, THE HILL, FORBES, AND DOZENS OF PRINT NEWSPAPERS ACROSS THE COUNTRY. VIDEOS: IN THIS AGE OF YOUTUBE AND SOCIAL MEDIA, PERC RECOGNIZES THE IMPORTANCE OF USING THESE NEW MEDIA TOOLS TO SHARE OUR MESSAGE. IN 2014, PERC CONTINUED TO CREATE SHORT AND ACCESSIBLE VIDEOS THAT CAN EASILY BE SHARED THROUGH THESE CHANNELS. PERC PARTNERED WITH LEARN LIBERTY TO PRODUCE SEVERAL VIDEOS FEATURING PERC SCHOLARS WHICH WERE TARGETED AT YOUNGER AUDIENCES. TOGETHER WITH LEARN LIBERTY, VIDEOS HAVE BEEN RELEASED ON TOPICS SUCH AS RECYCLING, COMMON LAW, ENDANGERED SPECIES, AND FEDERAL LAND MANAGEMENT. THESE VIDEOS ARE DESIGNED TO TEACH FREE MARKET PRINCIPLES TO LARGE AUDIENCES, AND INDEED THEY HAVE, AS THE VIDEOS PERC CO-PRODUCED HAVE RECEIVED MORE THAN 70,000 VIEWS IN 2014. SOCIAL MEDIA: THROUGH SOCIAL MEDIA PLATFORMS SUCH AS FACEBOOK AND TWITTER, PERC CONNECTS WITH TENS OF THOUSANDS OF ONLINE USERS. PERC USES SOCIAL MEDIA TO TARGET AND DEVELOP RELATIONSHIPS WITH JOURNALISTS AND INFLUENTIAL PUBLIC OPINION LEADERS. BY ACTIVELY TARGETING KEY VOICES, PERC'S RESEARCH AND ARTICLES WERE FEATURED IN THE WASHINGTON POST, NEW YORK TIMES AND THE FLINT REPORT. RADIO AND TELEVISION: PERC MADE CONSIDERABLE PROGRESS DEVELOPING AND MAINTAINING RELATIONSHIPS WITH KEY PLAYERS IN THE MAINSTREAM PRESS, INCLUDING RADIO AND TELEVISION. AS A RESULT, PERC'S EXPOSURE IN THESE AREAS HAS GROWN SIGNIFICANTLY IN RECENT YEARS. PERC SCHOLARS APPEARED ON THE JOHN BATCHELOR SHOW (NATIONALLY SYNDICATED), THE JASON LEWIS SHOW (NATIONALLY SYNDICATED), THE FRANK BECKMANN SHOW (DETROIT), THE ETHAN BEARMAN SHOW (SAN FRANCISCO AND BAY AREA), VOICES OF MONTANA, CBC MORNING EDITION (CANADA), AND ECONTALK (AWARD-WINNING PODCAST). PERC SCHOLARS HAVE ALSO EARNED SEVERAL TELEVISION APPEARANCES TO DATE ON FOX BUSINESS NEWS. |
| FORM 990, PART III, LINE 4C | APPLIED PROGRAMS ENVIROPRENEUR INSTITUTE: WE SELECTED 15 FELLOWS FOR THE 2014 ENVIROPRENEUR INSTITUTE. ONE OF THE HIGHEST VALUES OF THE ENVIROPRENEUR INSTITUTE IS THE CAPACITY OF ITS ALUMNI TO DEMONSTRATE THE PRACTICAL RELEVANCE OF FREE MARKET ENVIRONMENTALISM BY LAUNCHING SUCCESSFUL CONSERVATION BUSINESSES AND MARKET-BASED POLICY INITIATIVES. ON THE TESTABLE BELIEF THAT IT IS EASIER TO EXPOSE ENTREPRENEURS TO ENVIRONMENTAL OPPORTUNITIES THAN TO TEACH ENVIRONMENTALISTS TO THINK ENTREPRENEURIALLY, WE REVISED OUR MARKETING AND RECRUITING EFFORTS THIS YEAR TO TARGET MORE ENTREPRENEURS, BUSINESS SCHOOL GRADUATES, AND POLICY INNOVATORS. WE HAVE ALSO REVISED THE CURRICULUM TO EMPHASIZE ENVIROPRENEUR SUCCESS STORIES AND BUSINESS PLAN DEVELOPMENT. CALIFORNIA WATER MARKETS: WRAPPING UP A THREE-YEAR GRANT FROM THE S. D. BECTHEL, JR. FOUNDATION, IN EARLY 2015 PERC WILL COMPLETE A FINAL REPORT, TWO PERC CASE STUDIES, AND A VIDEO, ALL PROMOTING WATER MARKETS AS THE POLICY SOLUTION FOR CALIFORNIA'S WORSENING DROUGHT AND WATER CONFLICTS. THE REPORT WILL SUMMARIZE KEY FINDINGS FROM THE FIRST AND SECOND YEAR WORKSHOPS DURING WHICH WATER USERS AND POLICY EXPERTS IDENTIFIED INSTITUTIONAL BARRIERS AND OPPORTUNITIES FOR EXPANDING CALIFORNIA'S WATER MARKETS. THE REPORT WILL ALSO SUMMARIZE THE EXTENSIVE FEEDBACK GATHERED USING AN ONLINE SURVEY ON PARTICULAR POLICY REFORMS FROM A MUCH LARGER GROUP OF WATER USERS AND MANAGERS. AMICI BRIEFS: AN AMICUS BRIEF IS A DOCUMENT PREPARED BY A NON-LITIGANT TO HELP A COURT RESOLVE A CASE. AN EFFECTIVE AMICUS BRIEF PROVIDES A COURT WITH A PERSPECTIVE NOT OFFERED BY THE LITIGANTS, OFTEN ADDRESSING BROADER POLICY ISSUES THAN THOSE RAISED BY THE LITIGANTS THEMSELVES. IN 2013, PERC FILED AMICI BRIEFS IN TWO CASES, ONE INVOLVING PUBLIC STREAM ACCESS ACROSS PRIVATE LAND IN MONTANA AND THE OTHER INVOLVING THE PRESERVATION OF COMMON LAW NUISANCE AND TRESPASS REMEDIES IN IOWA. BOTH CASES WERE DECIDED IN 2014, WITH THE PROPERTY OWNERS WINNING IN IOWA AND LOSING IN MONTANA. BOTH FILINGS GENERATED SIGNIFICANT MEDIA COVERAGE FOR PERC AND THE IOWA COURT REFERENCED OUR BRIEF IN THEIR DECISION. NATURAL RESOURCE CONTRACTING MANUAL FOR TRIBAL ORGANIZATIONS: AS PART OF THE GRANT TO EXPLORE NATURAL RESOURCE MANAGEMENT ON TRIBAL LANDS, WE DRAFTED A MANUAL FOR CONTRACTING WITH TRIBAL ORGANIZATIONS FOR CONSERVATION OUTPUTS. BY IDENTIFYING OPPORTUNITIES AND INSTITUTIONAL BARRIERS TO CONSERVATION DEALS, THE MANUAL WILL BE USEFUL TO TRIBES AS CONSERVATION PRODUCERS AND TO NON-TRIBAL ENTITIES AS CONSERVATION CONSUMERS. THE MANUAL TAKES PERC'S RESEARCH FROM ACADEMIC TO APPLICABLE AND CONTAINS CHAPTERS ON WATER, WILDLIFE, AND ENERGY RESOURCES, WITH EACH CHAPTER EXPLORING CASE STUDIES OF SUCCESS AND MISSED OPPORTUNITY. THE MANUAL WILL BE DISTRIBUTED TO TRIBAL ORGANIZATIONS AND CONSERVATION BUYERS. |
| FORM 990, PART VI, SECTION A, LINE 2 | THE ORGANIZATION'S PRESIDENT AND SECRETARY ARE MARRIED. |
| FORM 990, PART VI, SECTION B, LINE 11 | A DRAFT COPY OF THE FORM 990 IS APPROVED BY THE FINANCE COMMITTEE PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF DIRECTORS ESTABLISHED A GRIEVANCE COMMITTEE TO ESTABLISH A CORRIDOR AND ACCESS FOR PERC EMPLOYEES TO THE BOARD OF DIRECTORS SHOULD ANY CONFLICTS OF INTEREST ARISE. THE GRIEVANCE COMMITTEE CONSISTS OF ONE PERC EMPLOYEE AND 2 PERC DIRECTORS. THESE INDIVIDUALS REPORT TO THE ENTIRE BOARD AT EACH BOARD MEETING (TWICE PER YEAR). TO DATE, THIS COMMITTEE HAS HAD NOTHING TO REPORT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMPENSATION IS REVIEWED AND ESTABLISHED ON AN ANNUAL BASIS. A NUMBER OF PERC DIRECTORS SIT ON OTHER NATIONAL NONPROFIT BOARDS AND HAVE AN ACCURATE ASSESSMENT OF CEO PAY FOR NONPROFIT LEADERS WHO HAVE SENIOR SCHOLARSHIP STATUS. THE CEO'S ANNUAL PERFORMANCE IS REVIEWED BY THE BOARD AT THE WINTER BOARD MEETING AND ANY MERIT PAY APPROVED TIES DIRECTLY TO THE PERCENTAGE GIVEN TO THE PERC STAFF AT THEIR ANNUAL YEAR-END MERIT REVIEW. |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON REQUEST, THESE DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION. |
| FORM 990, PART IX, LINE 11G | HONORARIA: PROGRAM SERVICE EXPENSES 283,930. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 283,930. RESEARCH AND FELLOWSHIPS: PROGRAM SERVICE EXPENSES 158,751. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 158,751. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 4,550. MANAGEMENT AND GENERAL EXPENSES 2,700. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,250. |
| FORM 990, PART XI, LINE 2C | THE OVERSIGHT PROCESS FOR THE AUDIT OF THE FINANCIAL STATEMENTS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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