INSTITUTE FOR JUSTICE: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- INSTITUTE FOR JUSTICE (EIN 52-1744337)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-12-11
- IRS object ID
- 202503459349301325
- Schema version
- 2024v5.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-12-11T14:31:31+00:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135381590 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8401 GREENSBORO DR STE 800 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 221023599 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521744337 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSTITUTE FOR JUSTICE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INST | BusinessNameControlTxt |
| Phone | 7036829320 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 North Glebe Road 900 | AddressLine1Txt |
| City | Arlington | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Scott G Bullock | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 7036829320 | PhoneNum |
| Signature | 2025-12-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TODD TERESCO | PreparerPersonNm |
| PTIN | P00247720 | PTIN |
| Phone | 7038930600 | PhoneNum |
| Preparation | 2025-12-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Scott G Bullock | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 North Glebe Road 900 | AddressLine1Txt |
| City | Arlington | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $68,705,086 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.ij.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | TO PROTECT THE CONSTITUTIONAL RIGHTS OF AMERICANS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 239 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $44,568,286 | PYContributionsGrantsAmt |
| CY Contributions Grants | $45,972,744 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $617,784 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,609,632 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,670,707 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,666,033 | CYInvestmentIncomeAmt |
| PY Other Revenue | $69,685 | PYOtherRevenueAmt |
| CY Other Revenue | $27,911 | CYOtherRevenueAmt |
| PY Total Revenue | $49,926,462 | PYTotalRevenueAmt |
| CY Total Revenue | $55,276,320 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,395,438 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $103,566 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $30,276,445 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $33,663,892 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $184,500 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,202,740 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $12,592,425 | PYOtherExpensesAmt |
| CY Other Expenses | $13,619,884 | CYOtherExpensesAmt |
| PY Total Expenses | $44,264,308 | PYTotalExpensesAmt |
| CY Total Expenses | $47,571,842 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,662,154 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,704,478 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $163,719,094 | TotalAssetsBOYAmt |
| Total Assets EOY | $178,026,163 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $36,460,638 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $37,716,950 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $127,258,456 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $140,309,213 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THROUGH STRATEGIC LITIGATION, TRAINING, COMMUNICATION, ACTIVISM AND RESEARCH, THE INSTITUTE FOR JUSTICE (IJ) ADVANCES A RULE OF LAW UNDER WHICH INDIVIDUALS CAN CONTROL THEIR DESTINIES AS FREE AND RESPONSIBLE MEMBERS OF SOCIETY. IJ LITIGATES TO SECURE ECONOMIC LIBERTY, EDUCATIONAL CHOICE, PRIVATE PROPERTY RIGHTS, FREEDOM OF SPEECH AND OTHER VITAL INDIVIDUAL LIBERTIES, AND TO RESTORE CONSTITUTIONAL LIMITS ON THE POWER OF GOVERNMENT. IN ADDITION, IJ TRAINS LAW STUDENTS, LAWYERS, AND POLICY ACTIVISTS IN THE TACTICS OF PUBLIC INTEREST LITIGATION. THROUGH THESE ACTIVITIES, IJ CHALLENGES THE IDEOLOGY OF THE WELFARE STATE AND ILLUSTRATES AND EXTENDS THE BENEFITS OF FREEDOM TO THOSE WHOSE FULL ENJOYMENT OF LIBERTY IS DENIED BY GOVERNMENT. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $38,695,371 | ExpenseAmt |
| Grant | $103,566 | GrantAmt |
| Revenue | $1,637,543 | RevenueAmt |
| Desc | TO PROTECT THE CONSTITUTIONAL RIGHTS OF AMERICANS THROUGH LITIGATION, TO EDUCATE THE PUBLIC ABOUT ISSUES VITAL TO LIBERTY THROUGH MEDIA, ACTIVISM, AND OUTREACH, TO APPLY SOCIAL SCIENCE AND POLICY RESEARCH METHODS TO THOSE ISSUES THAT THE ORGANIZATION LITIGATES, AND TO TRAIN LAWYERS AND LAW STUDENTS. | Desc |
| Total Program Service Expenses | $38,695,371 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 139 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 239 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | Yes (true) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 5 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | Yes (true) | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Daniel Knepper | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7036829320 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 North Glebe Rd Ste 900 | AddressLine1Txt |
| City | Arlington | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | 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 | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Scott Bullock | ||||||||
| President and Chief Counsel | 40.0 | Yes (X) | Yes (X) | $797,018 | $0 | $62,636 | ||
| Wiliam Mellor | ||||||||
| Chariman and Founding General Counsel (until 10/11/2024) | 40.0 | Yes (X) | Yes (X) | $50,537 | $0 | $16,014 | ||
| Andrew Prins | ||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Arthur Dantchik | ||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Jim Lintott | ||||||||
| Chairman | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Kenneth Levy | ||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Lawrence Greenberg | ||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Robert Gelfond | ||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Stephen Modzelewski | ||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Tara Smith | ||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Daniel Knepper | ||||||||
| CFO and General Counsel/Secretary & Treasurer | 40.0 | Yes (X) | $563,668 | $0 | $61,703 | |||
| Beth Stevens | ||||||||
| Vice President for Development | 40.0 | $377,712 | $0 | $64,060 | Yes (X) | |||
| Dana Berliner | ||||||||
| Senior Vice President and Litigation Director | 40.0 | $673,010 | $0 | $51,385 | Yes (X) | |||
| Deborah Simpson | ||||||||
| Chief Operating Officer | 40.0 | $532,467 | $0 | $67,096 | Yes (X) | |||
| John Kramer | ||||||||
| Vice President for Strategic Relations | 40.0 | $476,608 | $0 | $78,168 | Yes (X) | |||
| Robert Frommer | ||||||||
| Senior Attorney | 40.0 | $281,203 | $0 | $52,373 | Yes (X) | |||
| Robert Gall | ||||||||
| Managing Vice President and Senior Attorney | 40.0 | $424,402 | $0 | $70,260 | Yes (X) | |||
| Robert Johnson | ||||||||
| Senior Attorney | 40.0 | $283,620 | $0 | $80,587 | Yes (X) | |||
| Robert McNamara | ||||||||
| Deputy Litigation Director | 40.0 | $370,551 | $0 | $70,070 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,830,796 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $674,352 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 88 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | Address Line2ContractorAddress/USAddress/AddressLine2Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Ocean Solutions LLC | ||||||
| 20130 Lakeview Center Plaza | Suite 120 | Ashburn | VA | 20147 | IT services | $481,420 |
| Doyle Printing & Offset Co Incorporated | ||||||
| 5206 46th Avenue | Hyattsville | MD | 20781 | Printing and mailing services | $247,538 | |
| Veritext Corp | ||||||
| PO Box 71303 | Chicago | IL | 60694 | Transcript services | $196,361 | |
| Monument Advocacy | ||||||
| 975 F Street NW | Ste 400B | washington | DC | 20004 | Lobbying consultant | $130,000 |
| Endgame Strategies LLC | ||||||
| 1717 K St NW | Ste 900 | Washington | DC | 20006 | Lobbying consultant | $120,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $0 | GovernmentGrantsAmt |
| All Other Contributions | $45,972,744 | AllOtherContributionsAmt |
| Noncash Contributions | $1,166,844 | NoncashContributionsAmt |
| Total Contributions | $45,972,744 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ATTORNEY FEES | 541100 | $1,604,882 | $1,604,882 |
| HONORARIA | $4,750 | $4,750 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,609,632 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,026,573 | TotalRevenueColumnAmt |
| Exclusion | $4,026,573 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,068,226 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,428,766 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,639,460 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,639,460 | TotalRevenueColumnAmt |
| Exclusion | $3,639,460 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other revenue | Desc |
| Total Revenue Column | $27,911 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $27,911 | RelatedOrExemptFuncIncomeAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $27,911 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $55,276,320 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,637,543 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,666,033 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,566 | TotalAmt |
| Program Services | $103,566 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,368,681 | TotalAmt |
| Program Services | $2,759,921 | ProgramServicesAmt |
| Management And General | $327,472 | ManagementAndGeneralAmt |
| Fundraising | $281,288 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $294,562 | TotalAmt |
| Program Services | $241,331 | ProgramServicesAmt |
| Management And General | $28,635 | ManagementAndGeneralAmt |
| Fundraising | $24,596 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,811,783 | TotalAmt |
| Program Services | $19,508,720 | ProgramServicesAmt |
| Management And General | $2,314,760 | ManagementAndGeneralAmt |
| Fundraising | $1,988,303 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,196,382 | TotalAmt |
| Program Services | $1,799,470 | ProgramServicesAmt |
| Management And General | $213,512 | ManagementAndGeneralAmt |
| Fundraising | $183,400 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,264,813 | TotalAmt |
| Program Services | $1,855,535 | ProgramServicesAmt |
| Management And General | $220,164 | ManagementAndGeneralAmt |
| Fundraising | $189,114 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,727,671 | TotalAmt |
| Program Services | $1,415,461 | ProgramServicesAmt |
| Management And General | $167,948 | ManagementAndGeneralAmt |
| Fundraising | $144,262 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,763 | TotalAmt |
| Program Services | $89,177 | ProgramServicesAmt |
| Management And General | $22,357 | ManagementAndGeneralAmt |
| Fundraising | $229 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,696 | TotalAmt |
| Management And General | $88,696 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $398,200 | TotalAmt |
| Program Services | $398,200 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,500 | TotalAmt |
| Fundraising | $184,500 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,229 | TotalAmt |
| Fundraising | $15,229 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,305,703 | TotalAmt |
| Program Services | $2,083,435 | ProgramServicesAmt |
| Management And General | $127,715 | ManagementAndGeneralAmt |
| Fundraising | $94,553 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,439 | TotalAmt |
| Program Services | $91,572 | ProgramServicesAmt |
| Management And General | $625 | ManagementAndGeneralAmt |
| Fundraising | $7,242 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,435,412 | TotalAmt |
| Program Services | $696,198 | ProgramServicesAmt |
| Management And General | $280,502 | ManagementAndGeneralAmt |
| Fundraising | $458,712 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,261,739 | TotalAmt |
| Program Services | $957,931 | ProgramServicesAmt |
| Management And General | $173,535 | ManagementAndGeneralAmt |
| Fundraising | $130,273 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,018,909 | TotalAmt |
| Program Services | $2,674,551 | ProgramServicesAmt |
| Management And General | $72,225 | ManagementAndGeneralAmt |
| Fundraising | $272,133 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,231,167 | TotalAmt |
| Program Services | $1,193,429 | ProgramServicesAmt |
| Management And General | $12,398 | ManagementAndGeneralAmt |
| Fundraising | $25,340 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $404,776 | TotalAmt |
| Program Services | $371,020 | ProgramServicesAmt |
| Management And General | $32,561 | ManagementAndGeneralAmt |
| Fundraising | $1,195 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $548 | TotalAmt |
| Management And General | $548 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,740,114 | TotalAmt |
| Program Services | $1,425,655 | ProgramServicesAmt |
| Management And General | $169,158 | ManagementAndGeneralAmt |
| Fundraising | $145,301 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,379 | TotalAmt |
| Program Services | $93,974 | ProgramServicesAmt |
| Management And General | $102,405 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| RESEARCH TOOLS | $698,038 | $652,016 | $27,052 | $18,970 |
| OTHER OPERATIONS | $520,895 | $199,781 | $283,014 | $38,100 |
| COURT FEES/RECORD REQUEST | $92,877 | $84,428 | $8,449 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,571,842 | TotalAmt |
| Program Services | $38,695,371 | ProgramServicesAmt |
| Management And General | $4,673,731 | ManagementAndGeneralAmt |
| Fundraising | $4,202,740 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,759,935 | BOYAmt |
| EOY | $3,464,309 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $247,500 | BOYAmt |
| EOY | $2,394,148 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,103 | BOYAmt |
| EOY | $56,455 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $178,979 | BOYAmt |
| EOY | $485,204 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $14,370,373 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,200,022 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,604,481 | BOYAmt |
| EOY | $6,170,351 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,445,112 | BOYAmt |
| EOY | $143,528,169 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,384,682 | BOYAmt |
| EOY | $21,872,225 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,302 | BOYAmt |
| EOY | $55,302 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,719,094 | BOYAmt |
| EOY | $178,026,163 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,546,984 | BOYAmt |
| EOY | $3,851,425 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,397 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,906,257 | BOYAmt |
| EOY | $33,865,525 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,460,638 | BOYAmt |
| EOY | $37,716,950 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,381,742 | BOYAmt |
| EOY | $135,776,636 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,876,714 | BOYAmt |
| EOY | $4,532,577 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,258,456 | BOYAmt |
| EOY | $140,309,213 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,719,094 | BOYAmt |
| EOY | $178,026,163 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $7,704,478 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,353,655 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$7,376 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $31,138,106 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,956,143 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,988,094 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,568,286 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,972,744 | CurrentTaxYearAmt |
| Total | $190,623,373 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,138,106 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,956,143 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,988,094 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,568,286 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,972,744 | CurrentTaxYearAmt |
| Total | $190,623,373 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $16,523,579 | SubstantialContributorsTotAmt |
| Public Support Total170 | $174,099,794 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,473,498 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,085,326 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,575,952 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,454,447 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,026,573 | CurrentTaxYearAmt |
| Total | $13,615,796 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,606 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,044 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,115 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $69,685 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,911 | CurrentTaxYearAmt |
| Total | $171,361 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $204,410,530 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $7,235,085 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.85172 | PublicSupportCY170Pct |
| Public Support PY170 | 0.8564 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - OTHER INCOME, COLUMN A - 25606.0, COLUMN B - 6044.0, COLUMN C - 42115.0, COLUMN D - 69685.0, COLUMN E - 27911.0, COLUMN F - 171361.0; | ExplanationTxt |
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 C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $52,875 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $763,992 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $816,867 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $46,754,972 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $47,571,839 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $388,163 | CurrentYearMinus3Amt |
| Current Year Minus2 | $588,514 | CurrentYearMinus2Amt |
| Current Year Minus1 | $807,879 | CurrentYearMinus1Amt |
| Current Year | $816,867 | CurrentYearAmt |
| Total | $2,601,423 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $10,821 | CurrentYearMinus3Amt |
| Current Year Minus2 | $107,741 | CurrentYearMinus2Amt |
| Current Year Minus1 | $160,558 | CurrentYearMinus1Amt |
| Current Year | $52,875 | CurrentYearAmt |
| Total | $331,995 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $122,119 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $10,796 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,901 | OtherExpendituresAmt |
| End Year Balance | $128,014 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $117,893 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $8,876 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,650 | OtherExpendituresAmt |
| End Year Balance | $122,119 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $115,599 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $7,287 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,993 | OtherExpendituresAmt |
| End Year Balance | $117,893 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $136,098 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$16,902 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,597 | OtherExpendituresAmt |
| End Year Balance | $115,599 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $116,692 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $21,151 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,745 | OtherExpendituresAmt |
| End Year Balance | $136,098 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.0 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,613,240 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,250,312 | DepreciationAmt |
| Book Value | $4,362,928 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,673,649 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,949,710 | DepreciationAmt |
| Book Value | $1,723,939 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $83,484 | OtherCostOrOtherBasisAmt |
| Book Value | $83,484 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,170,351 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Income Taxes | |
| LEASE LIABILITY | $32,875,951 |
| CHARITABLE GIFT ANNUITIES | $985,977 |
| OTHERS | $3,597 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $33,865,525 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $60,704,760 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,353,655 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $74,785 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $5,428,440 | RevenueNotReportedAmt |
| Revenue Subtotal | $55,276,320 | RevenueSubtotalAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $55,276,320 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $47,654,004 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $74,785 | DonatedServicesUseFcltsAmt |
| Losses Reported | $7,377 | LossesReportedAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $82,162 | ExpensesNotReportedAmt |
| Expenses Subtotal | $47,571,842 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $47,571,842 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 Intended uses of endowment funds | ENDOWMENT FUNDS ARE MAINTAINED TO PROVIDE A PERMANENT SOURCE OF INCOME TO SUPPORT THE INSTITUTE'S OVERALL MISSION. ENDOWMENT ASSETS ARE HELD IN PERPETUITY AS DONOR-RESTRICTED GIFTS, WHILE INCOME GENERATED BY THE ENDOWMENTS IS UTILIZED BY THE INSTITUTE FOR ITS GENERAL CHARITABLE PURPOSE, IN ACCORDANCE WITH THE TERMS OF THE GIFT INSTRUMENT. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | Management has determined there are no uncertain tax positions that are material to the financial statements for the years ended June 30, 2025 and 2024. The Institute recognizes interest expense and penalties on income taxes related to uncertain tax positions in management expenses in the statements of activities. There is no provision in these financial statements for penalties and interest related to income taxes on uncertain tax positions for the years ended June 30, 2025 and 2024. Tax years prior to 2021 are no longer subject to examination by the Internal Revenue Service ("IRS") or the tax jurisdiction of the District of Columbia |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Davidson & Co Donor Acquisition and Development Strategies | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 216 W Pall Mall St | AddressLine1Txt |
| City | Winchester | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Direct mail campaigns | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $184,500 | RetainedByContractorAmt |
| Net To Organization | -$184,500 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $0 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $184,500 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$184,500 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | IRC SectionIRCSectionDesc |
|---|---|---|---|---|---|---|---|
| Daniel's Test Kitchen | |||||||
| 401 E 32nd St 1407 | Chicago | IL | 60616 | 873783776 | $6,000 | Cash prize given to the 3rd place 2025 South Side Pitch Finalist. | |
| InHeirit | |||||||
| 211 S Clark Street Suite A3290 | Chicago | IL | 60604 | 933686434 | $14,000 | Cash prize given to the 1st place 2024 South Side Pitch Finalist. | |
| 7323 Chicago Caf | |||||||
| 1307 E 71st Place Unit 2S | Chicago | IL | 60619 | 882158232 | $10,000 | Cash prize given to the 2nd place 2024 South Side Pitch Finalist. | |
| National Conference of State legislature | |||||||
| 7700 E First Place | Denver | CO | 80230 | 840772595 | $7,500 | 2025 National Conference Learning Hub Sponsorship | 501(c)(3) |
| American legislative Exchange Council (ALEC) | |||||||
| 2733 Crystal Drive Suite 1000 | Arlington | VA | 22202 | 520140979 | $20,000 | 2025 Membership Contributions | 501(c)(3) |
| State Policy Network | |||||||
| 1500 Wilson Blvd Suite 600 | Arlington | VA | 22209 | 570952531 | $20,000 | 2025 SPN Conference Sponsorship | 501(c)(3) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 3 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds | FormAndLineReferenceDesc |
| Explanation | THE GRANTS TO THE ORGANIZATIONS DESCRIBED ABOVE ARE CONTRIBUTIONS TO PROVIDE OUTREACH AND TO EDUCATE ON THOSE ISSUES THAT THE INSTITUTE LITIGATES. SOUTH SIDE PITCH FINALISTS ARE SELECTED THROUGH A COMPETITIVE PROCESS, AND GRANT AMOUNTS ARE FOR GENERAL OPERATIONS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Scott Bullock | ||||||||||||||
| President and Chief Counsel | $605,137 | $0 | $190,000 | $0 | $1,881 | $0 | $46,200 | $0 | $16,436 | $0 | $859,654 | $0 | $0 | $0 |
| Daniel Knepper | ||||||||||||||
| CFO and General Counsel/Secretary & Treasurer | $453,012 | $0 | $110,000 | $0 | $656 | $0 | $46,200 | $0 | $15,503 | $0 | $625,371 | $0 | $0 | $0 |
| Deborah Simpson | ||||||||||||||
| Chief Operating Officer | $390,510 | $0 | $140,000 | $0 | $1,957 | $0 | $40,848 | $0 | $26,248 | $0 | $599,563 | $0 | $0 | $0 |
| Beth Stevens | ||||||||||||||
| Vice President for Development | $315,755 | $0 | $60,000 | $0 | $1,957 | $0 | $46,200 | $0 | $17,860 | $0 | $441,772 | $0 | $0 | $0 |
| Dana Berliner | ||||||||||||||
| Senior Vice President and Litigation Director | $528,553 | $0 | $142,500 | $0 | $1,957 | $0 | $46,200 | $0 | $5,185 | $0 | $724,395 | $0 | $0 | $0 |
| John Kramer | ||||||||||||||
| Vice President for Strategic Relations | $386,651 | $0 | $88,000 | $0 | $1,957 | $0 | $45,020 | $0 | $33,148 | $0 | $554,776 | $0 | $0 | $0 |
| Robert Johnson | ||||||||||||||
| Senior Attorney | $253,165 | $0 | $30,000 | $0 | $455 | $0 | $41,843 | $0 | $38,744 | $0 | $364,207 | $0 | $0 | $0 |
| Robert Gall | ||||||||||||||
| Managing Vice President and Senior Attorney | $343,396 | $0 | $80,000 | $0 | $1,006 | $0 | $46,200 | $0 | $24,060 | $0 | $494,662 | $0 | $0 | $0 |
| Robert McNamara | ||||||||||||||
| Deputy Litigation Director | $327,578 | $0 | $42,500 | $0 | $473 | $0 | $46,200 | $0 | $23,870 | $0 | $440,621 | $0 | $0 | $0 |
| Robert Frommer | ||||||||||||||
| Senior Attorney | $252,616 | $0 | $27,500 | $0 | $1,087 | $0 | $37,993 | $0 | $14,380 | $0 | $333,576 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 7 Non-fixed payments | FormAndLineReferenceDesc |
| Explanation | THE COMPENSATION COMMITTEE DETERMINES, ON AN ANNUAL BASIS, THE BONUSES TO BE AWARDED TO SIX SENIOR IJ EMPLOYEES: (I) PRESIDENT/CHIEF COUNSEL, (II)SENIOR VICE PRESIDENT AND LITIGATION DIRECTOR, (III) CHIEF OPERATING OFFICER, (IV) MANAGING VP AND SENIOR ATTORNEY, (V) VICE PRESIDENT FOR STRATEGIC RELATIONS, AND(VI) CFO AND GENERAL COUNSEL/SECRETARY AND TREASURER . FOR ALL OTHERS, BONUSES ARE DETERMINED BY THE PRESIDENT OF THE INSTITUTE ON AN ANNUAL BASIS. ALL BONUSES ARE BASED ON A BOARD APPROVED BUDGET. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lisa Knepper | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | CFO's Spouse | RelationshipDescriptionTxt |
| Transaction | $294,562 | TransactionAmt |
| Transaction | COMPENSATION AS THE INSTITUTE'S SENIOR DIRECTOR OF STRATEGIC RESEARCH | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,785 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contribution | 65 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,096,414 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Cryptocurrency | Desc |
| Contribution | 24 | ContributionCnt |
| Noncash Contributions Rpt F990 | $67,645 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions | THE INSTITUTE UTILIZES A BROKERAGE FIRM TO SELL DONATED SECURITIES AND OTHER INVESTMENT VEHICLES. |
| Schedule M, Part I Explanations of reporting method for number of contributions | Cars and other vehicles - number of contributions Securities - Publicly traded - number of contributions Other - Cryptocurrency number of contributions |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE FORM 990 WAS REVIEWED BY THE INSTITUTE'S AUDIT COMMITTEE IN CONSULTATION WITH THE INSTITUTE'S INDEPENDENT AUDITORS, AS NECESSARY. AFTER REVIEW BY THE AUDIT COMMITTEE, THE FORM 990 WAS DISTRIBUTED TO THE FULL BOARD OF DIRECTORS. |
| Form 990, Part VI, Line 12c Conflict of interest policy | ON AN ANNUAL BASIS BOTH THE BOARD OF DIRECTORS AND EVERY EMPLOYEE REVIEW THE CONFLICT OF INTEREST POLICY AND MUST DISCLOSE ANY CONFLICTS WITH THE INSTITUTE. THE BOARD OF DIRECTORS REVIEWS THE POLICY AT OR AROUND ITS FINAL MEETING OF THE FISCAL YEAR AND EACH MEMBER PROVIDES WRITTEN ACKNOWLEDGEMENT. EVERY EMPLOYEE RECEIVES AN ELECTRONIC COPY OF THE POLICY. ANY CONFLICTS OR POTENTIAL CONFLICTS ARE RESOLVED BY THE PRESIDENT OR OTHERWISE REPORTED BY THE PRESIDENT AND REVIEWED AND RESOLVED BY THE BOARD OF DIRECTORS, LESS ANY MEMBER THAT MAY HAVE A CONFLICT OR POTENTIAL CONFLICT. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | AT THE FALL BOARD MEETING, THE BOARD DETERMINES THE COMPENSATION OF SIX EMPLOYEES: THE PRESIDENT/CHIEF COUNSEL, THE SENIOR VICE PRESIDENT FOR LITIGATION, THE CHIEF OPERATING OFFICER, THE MANAGING VICE PRESIDENT AND SENIOR ATTORNEY, THE VICE PRESIDENT FOR STRATEGIC RELATIONS, AND THE CFO AND GENERAL COUNSEL/SECRETARY AND TREASURER. IJ PROVIDES THE BOARD'S COMPENSATION COMMITTEE WITH PRESENT AND PAST COMPENSATION AMOUNTS FOR THESE POSITIONS, AS WELL AS COMPARABLE DATA FROM THE MOST RECENTLY AVAILABLE FORM 990 FOR SIMILARLY SITUATED NON-PROFIT ORGANIZATIONS. IJ ALSO ANNUALLY ENGAGES AN OUTSIDE VENDOR TO PROVIDE AN INDEPENDENT COMPENSATION SURVEY. THE COMPENSATION COMMITTEE MAKES A RECOMMENDATION ON COMPENSATION TO THE FULL BOARD , AND THE FULL BOARD (EXCEPT FOR THE PRESIDENT/CHIEF COUNSEL, WHO IS RECUSED) THEN VOTES TO DETERMINE COMPENSATION, WHICH DECISION IS CONTEMPORANEOUSLY RECORDED AND COMMUNICATED TO THE CFO BY THE CHAIRMAN AND PLACED IN THE APPLICABLE CONFIDENTIAL EMPLOYMENT FILES. DURING THE SUMMER BOARD MEETING, THE BOARD OF DIRECTORS AUTHORIZES FORECASTED COMPENSATION INCREASES FOR OTHER OFFICERS AND KEY EMPLOYEES THROUGH ITS APPROVAL OF THE NEXT FISCAL YEAR'S BUDGET. This process is performed every year. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | Same as above. |
| Form 990, Part VI, Line 19 Required documents available to the public | IJ'S 990 AND FINANCIAL STATEMENTS ARE AVAILABLE ON ITS AND OTHER WEBSITES. IJ'S 990, FINANCIAL STATEMENTS, AND OTHER IRS DOCUMENTATION, GOVERNING DOCUMENTS AND CERTAIN OTHER DOCUMENTS ARE AVAILABLE TO THE PUBLIC UON REQUEST. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Loss on disposition of fixed assets - -7376; Total - -7376; |
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