2014-11-11T17:47:44-06:00 2013-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2013-01-01 522315929 THE PUBLIC FORUM INSTITUTE PUBL 2025364448 2400 N STREET NW NO 603 WASHINGTON DC 20037 JONATHAN ORTMANS PRESIDENT 2025364448 2014-11-11 1 CRAIG A STEVENS CPA P01289490 2023319880 2013 2015-11-30 17:44:51Z X JONATHAN ORTMANS 2400 N STREET NW NO 603 WASHINGTON DC 20037 1587279 0 X WWW.PUBLICFORUMINSTITUTE.ORG X 2001 DC CITIZEN ENGAGEMENT: TO IMPROVE PUBLIC UNDERSTANDING OF NATIONAL ISSUES. 6 4 6 0 0 0 785044 1529539 0 0 10316 5720 22901 23339 818261 1558598 0 40000 0 0 1021037 878174 0 0 82696 350889 479988 1371926 1398162 -553665 160436 1332885 1545102 15799 15531 1317086 1529571 X TO ENGAGE CITIZENS IN KEY NATIONAL ISSUES DISCUSSIONS IN AN INDEPENDENT AND IMPARTIAL FASHION TO CREATE A MORE INFORMED PUBLIC. INCLUDES A FOCUS ON JOB CREATION AND STIMULATING ECONOMIC GROWTH THROUGH ENTREPRENEURSHIP. 1 0 912766 40000 23339 PLANNING AND ORGANIZING IMPARTIAL, INDEPENDENT PUBLIC FORUMS THAT BRING TOGETHER PUBLIC OFFICIALS, SPECIALISTS, AND THE GENERAL PUBLIC. 138992 OUTREACH TO THE PUBLIC. PROVIDE OPPORTUNITIES FOR CITIZENS TO PARTICIPATE IN IMPARTIAL DIALOGUES IN AN INDEPENDENT SETTING. A MAJOR ACCOMPLISHMENT HAS BEEN THE DEVELOPMENT OF GLOBAL ENTREPRENEURSHIP WEEK, AN EFFOT TO ENABLE YOUNGER CITIZENS TO EXPLORE THEIR POTENTIAL AS ENTREPRENEURS IN ENTREPRENEURSHIP EDUCATION EFFORTS. 62251 LIONS AFRICA 1114009 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 6 0 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 45.00 X X 452029 0 13948 MARK MARICH EXECUTIVE VICE PRESIDENT 40.00 X X 157107 0 5058 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 609136 0 19006 2 0 1 0 0 199539 1330000 1529539 8843 8843 25558 28681 -3123 -3123 -3123 INCREASE IN CASH SURRE 900099 14439 14439 OTHER REVENUE 900099 8900 8900 23339 1558598 23339 0 5720 40000 40000 628142 521358 56533 50251 206689 170543 18462 17684 2048 1700 184 164 41295 34360 3638 3297 75790 75790 31785 31785 3572 3572 3476 3476 23436 11197 12239 25184 24052 1132 71914 59193 7016 5705 89421 89080 341 25397 21083 2286 2028 44596 37015 4014 3567 BAD DEBT EXPENSE 45000 45000 WRITING AND RESEARCH 20175 20175 OTHER EXPENSES 12653 5604 7049 CREDIT CARD PROCESSING 4730 4730 2859 2859 1398162 1114009 201457 82696 55107 50338 585000 581868 178044 349539 999 2601 63429 47461 39907 15968 366607 423128 107221 121660 1332885 1545102 3625 13792 12174 1739 15799 15531 X 1218327 1489571 98759 40000 1317086 1529571 1332885 1545102 160436 52049 0 X X 0 1 X 1 0 X 1674700 784925 1609000 785044 1529539 6383208 1674700 784925 1609000 785044 1529539 6383208 5208882 1174326 23128 15925 8243 10316 8843 66455 82351 48924 8861 22901 23339 186376 6636039 0.17700 0.17700 X PART II, SECTION C, LINE 17A, FACTS AND CIRCUMSTANCES TEST: 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 2013, IS 17.70%, 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 2009 TO 2013 HAD SUCCEEDED IN RAISING $1,174,326 FROM PUBLIC SOURCES, WHICH CONSTITUTE APPROXIMATELY 17.70% 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 31809 6697 24923 15652 9271 15968 SECURITY DEPOSIT 13765 CASH SURRENDER VALUE OF LIFE INSURANCE 107895 121660 DEFERRED LEASE BENEFIT 1739 1739 X 1610647 52049 52049 1558598 0 1558598 1398162 0 1398162 0 1398162 PART X, LINE 2: THE INSTITUTE PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2013 AND 2012, 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, 2013, THE STATUTE OF LIMITATIONS FOR FISCAL YEARS 2010 THROUGH 2012 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION. IT IS THE INSTITUTE'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN UNRELATED BUSINESS INCOME TAX EXPENSE. 0 GEORGE WASHINGTON UNIVERSITY 45155 RESEARCH PLACE 240V ASHBURN VA 20147 530196584 501(C)(3) 40000 TO DESIGN AND ANALYZE A SURVEY OF ENTREPRENEURS. 1 0 X 0 0 0 0 0 0 0 0 0 JONATHAN ORTMANS PRESIDENT/DIRECTOR 452029 0 0 0 0 0 13948 0 0 0 465977 0 0 0 MARK MARICH EXECUTIVE VICE PRESIDENT 157107 0 0 0 0 0 5058 0 0 0 162165 0 0 0 FORM 990, PART III, LINE 2 LIONS AFRICA 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 PROCESS HAS NOT CHANGED FROM PRIOR YEAR.