2015-11-16T16:01:27-06:00 2014-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2014-01-01 522315929 THE PUBLIC FORUM INSTITUTE PUBL 2025364448 2400 N STREET NW NO 603 WASHINGTON DC 20037 JONATHAN ORTMANS PRESIDENT 2025364448 2015-11-10 1 SUBRINA WOOD CPA P00365899 2023319880 2014 2016-04-25 22:37:26Z JONATHAN F ORTMANS 2400 N STREET NW NO 603 WASHINGTON DC 20037 1046100 0 X WWW.PUBLICFORUMINSTITUTE.ORG X 2001 DC CITIZEN ENGAGEMENT: TO IMPROVE PUBLIC UNDERSTANDING OF NATIONAL ISSUES. 6 4 8 0 0 0 1529539 994262 0 0 5720 9725 23339 27504 1558598 1031491 40000 0 0 0 878174 251117 0 0 0 479988 300614 1398162 551731 160436 479760 1545102 2054768 15531 4731 1529571 2050037 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. 1 0 136745 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. 136285 GES YOUTH MOROCCO: GES YOUTH IS AN INVITE ONLY ONE DAY GATHERING OF 50 YOUNG PEOPLE WHO HAVE STARTED NEW FIRMS AROUND THE WORLD. THE EVENT ALLOWS THEM TO SHOWCASE THEIR RESPECTIVE SUCCESS STORIES AND CHALLENGES AS WELL AS CONNECT, SHARE, AND LEARN FROM THEIR PEERS. GES YOUTH ALSO HELPS YOUNG ENTREPRENEURS BETTER UNDERSTAND HOW TO IMPROVE AND LEVERAGE THEIR LOCAL ECOSYSTEMS. THE AIM IS TO CREATE LASTING CROSS BORDER RELATIONSHIPS TO ADVANCE FURTHER COLLABORATION AND SUCCESS IN THE FUTURE FOR THESE YOUNG ENTREPRENEURS. 88480 27504 THE PUBLIC FORUM INSTITUTE: 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 COMMUNICATIONS SKILLS. 34126 GLOBAL ENTREPRENEURSHIP RESEARCH NETWORK: 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. EACH MEMBER ORGANIZATION, INCLUDING THE KAUFFMAN FOUNDATION, OECD, PRINCETON UNIVERSITY, THE WORLD BANK AND OTHERS, IS A LEADER IN ITS NATION OR REGION IN PROMOTING ENTREPRENEURSHIP. 34126 395636 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 1 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 11 0 1 8 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 THE ORGANIZATION 2025364448 2400 N STREET NW NO 603 WASHINGTON DC 20037 JONATHAN ORTMANS PRESIDENT/DIRECTOR 13.50 31.50 X X 143039 333757 49787 MARK MARICH EXECUTIVE VICE PRESIDENT 10.00 30.00 X X 43210 129630 26410 NEIL DHILLON DIRECTOR 1.00 X 0 0 0 THOMAS SULLIVAN DIRECTOR 1.00 X 0 0 0 ROBERT MEAGHER DIRECTOR 1.00 X 0 0 0 GEORGE GROB DIRECTOR 1.00 X 0 0 0 186249 463387 76197 2 0 1 0 0 595095 399167 994262 9725 9725 14609 14609 0 0 OTHER REVENUE 900099 27504 27504 27504 1031491 27504 0 9725 202154 134039 68115 35782 24013 11769 688 305 383 458 277 181 12035 8076 3959 11048 11048 22887 22887 26932 26932 2226 961 1265 9492 9254 238 13486 5983 7503 148917 127222 21695 2701 2701 1697 753 944 LIONS@FRICA 19910 19910 GES YOUTH MOROCCO 19071 19071 OTHER EXPENSES 8666 2558 6108 MOGDESIGN COUNTRY SITE 3600 3600 9981 9981 551731 395636 156095 0 50338 116425 581868 514833 349539 704097 2601 699 63429 57463 15968 5966 423128 473023 121660 239725 1545102 2054768 13792 4731 1739 0 15531 4731 X 1489571 1947419 40000 102618 1529571 2050037 1545102 2054768 479760 40706 0 X X 0 1 X 1 0 X 784925 1609000 785044 1529539 994262 5702770 784925 1609000 785044 1529539 994262 5702770 4007869 1694901 15925 8243 10316 8843 11423 54750 48924 8861 22901 23339 27504 131529 5889049 0.28780 0.17700 X THE PUBLIC FORUM INSTITUTE QUALIFIES AS A PUBLIC CHARITY UNDER THE FACTS AND CIRCUMSTANCES TEST OF 1.170A-9T(F)(3) OF THE TREASURY REGULATIONS, BASED ON THE FOLLOWING:1. THE PUBLIC FORUM INSTITUES SUPPORT, AS REPORTED FOR 2014, IS 28.80%, THEREBY MEETING THE REQUIREMENT OF 1.170A-9T(F)(3)(I).2. THE PUBLIC FORUM INSTITUTE IS ORGANIZED AND OPERATED TO ATTRACT NEW AND ADDITIONAL PUBLIC AND GOVERMENT FUNDING ON A CONTINUOUS BASIS. SINCE 2004, THE INSTITUTE HAS CONTINUOUSLY AND AGGRESSIVELY SOUGHT PUBLIC SUPPORT FROM A VARIETY OF SOURCES. THESE DEVELOPMENT EFFORTS ARE GUIDED BY A DEVELOPMENT DIRECTOR. THE MOST SIGNIFICANT VEHICLE FOR GARNERING PUBLIC SUPPORT HAS PROVEN TO BE DRIVEN AROUND THE INSTITUTES PUBLIC FORUMS THAT ENGAGE CITIZENS,THEREBY MEETING THE REQUIREMENT OF 1.170A-9T(F)(3)(II)3. THE INSTITUTE FROM 2010 TO 2014 HAD SUCCEEDED IN RAISING $1,694,572 FROM PUBLIC SOURCES, WHICH CONSTITUTE APPROXIMATELY 28.80% OF ITS TOTAL REVENUE DURING THAT TIME FRAME AND IS GREATER THAN THE MINIMUM 10% PUBLIC SUPPORT REQUIREMENT. THE INSTITUTE IS CURRENTLY PURSUING A COMPREHENSIVE PLAN TO CONTINUE TO INCREASE THIS LEVEL OF PUBLIC SUPPORT TO KEEP IT WAY OVER THE 10% MINIMUM, THEREBY MEETING THE REQUIREMENTS OF 1.170A-9T(F)(3)(III)(A).4. SINCE ITS INCEPTION, THE INSTITUTE HAS ENJOYED SUPPORT FROM A BROAD SPECTRUM OF INDIVIDUALS, ORGANIZATIONS AND COMPANIES. FOR INSTANCE, IN 2007, NEARLY 50 SUPPORTERS PROVIDED SUPPORT OF $10,000 OR LESS, TO THE INSTITUTE. THE INSTITUTE OS CONTINUALLY SEEKING MONEY/SUPPORT FROM THESE AND OTHER CORPORATE SOURCES WITH A NUMBER OF COMPANIES CONSISTENTLY PROVIDING ANNUAL SUPPORT TO THE INSTITUE. ANOTHER EXAMPLE WAS IN 2006, WHEN THE INSITUTE RECEIVED $1.1 MILLION IN REVENUE FROM FEDERAL AGENCIES, INCLUDING THE DEPARTMENT OF HEALTH AND HUMAN SERVICES. IN THIS RESPECT, THE INSTITUTE MEETS THE REQUIREMENTS OF 1.17A-9T(F)(3)(III)(B).5. THE INSTITUTES BOARD OF DIRECTORS IS COMPASED OF A SMALL GROUP OF DISTINGUISHED REPRESENTATIVES FROM THE WORLDS OF BUSINESS INCLUDING FORMER GOVERMENT AND NON-PROFIT LEADERS. HOWEVER, THE INSISTUTE RELIES ON SUPPORT FROM SEVERAL ADVISORS NOT ON THE BOARD AND CONDUCTS ALL ITS PUBLIC ENGAGEMENT WORK WITH THE PARTICIPANTS OF LOCAL COMMUNITY ORGANIZATIONS. ALMOST ALL FORUMS AND ACTIVITIES GAIN THE INPUT AND NON-FINANCIAL SUPPORT FROM A WIDE RANGE OF LOCAL NON-PROFIT ORGANIZATIONS THAT SERVE AS PARTNERS OR NON-FINANCIAL CO-SPONSORS, THEREBY MEETING THE REQUIREMENTS OF 1.170A-9T(F)(3)(III)(C).6. THE INSTITUTE IS DEDICATED TO IMPROVING PUBLIC DISCLOSURE ABOUT ISSUES OF THE DAY. ALL EVENTS AND ACTIVITIES ARE DESIGNED EXCLUSIVELY TO ENABLE THOSE WHO WOULD OTHERWISE NOT HAVE AN OPPORTUNITY TO ENGAGE THEIR VOICE IN PUBLIC DISCOURSE TO DO SO AND ARE ALL OPEN TO THE PUBLIC AND OFFERED AT NO CHARGE, THEREBY MEETING THE REQUIREMENTS OF 1.170A-9T(F)(3)(III)(D). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 38506 38506 0 24923 18957 5966 5966 SECURITY DEPOSIT 13765 CASH SURRENDER VALUE OF LIFE INSURANCE 113378 DUE FROM GLOBAL ENTREPRENEURSHIP WEEK 112582 239725 X 1072197 40706 40706 1031491 0 1031491 551731 0 551731 0 551731 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, 2014 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, 2014, THE STATUTE OF LIMITATIONS FOR FISCAL YEARS 2011 THROUGH 2013 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 143039 333757 0 0 0 0 2630 12870 7655 26632 153324 373259 0 0 MARK MARICH EXECUTIVE VICE PRESIDENT 43210 129630 0 0 0 0 877 4292 4743 16498 48830 150420 0 0 FORM 990, PART III, LINE 2 IN 2014 THE ORGANIZATION JOINED THE "LIONS @FRICA" PARTNERSHIP, WHICH IS A JOINT VENTURE THAT PROMOTES AFRICAN INNOVATION AND ENTREPRENEURSHIP. 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 MEMEBERS, 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 EMPLOOYEES 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 NO 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 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. FORM 990, PART I, LINE 8 TO 19: THE 2014 FORM 990 SCHEDULE R SHOWS GLOBAL ENTREPRENEURSHIP WEEK (GEW) AS A NEW RELATED ENTITY OF THE INSTITUTE. THE INSTITUTE TRANSFERRED REVENUE, RELATED EXPENSES, AND ASSETS TO GEW. AS A RESULT ANY COMPARISON OF 2013 REVENUE AND EXPENSE TO 2014 REVENUE EXPENSES FOUND ON PART I, LINE 8 -19 WILL NOT BE ACCURATE. 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GLOBAL ENTREPRENEURSHIP WEEK D 112582