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PLATTE INSTITUTE FOR ECONOMIC RESEARCH INC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
PLATTE INSTITUTE FOR ECONOMIC RESEARCH INC (EIN 20-8809060)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-09
IRS object ID
201431299349302753
Schema version
2013v3.0
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

FieldValueIRS element (for citing)
Return2014-05-09T16:22:42-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN476097913PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SEIM JOHNSON LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line118081 BURT STREET SUITE 200AddressLine1
CityOMAHACity
StateNEState
ZIP Code680224722ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208809060EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PLATTE INSTITUTE FOR ECONOMIC RESEARCH INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlPLATBusinessNameControlTxt
Phone4024523737PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1900 S 74TH PLAZAAddressLine1
CityOMAHACity
StateNEState
ZIP Code68114ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJIM VOKALPersonNm
Person TitleCEOPersonTitleTxt
Phone4024523737PhoneNum
Signature2014-05-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJERRY M O'DOHERTYPreparerPersonNm
PTINP00400861PTIN
Phone4023302660PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJIM VOKALPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1900 S 74TH PLAZAAddressLine1
CityOMAHACity
StateNEState
ZIP Code68114ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$571,601GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.PLATTEINSTITUTE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2007FormationYr
Legal Domicile StateNELegalDomicileStateCd
Activity Or MissionTHE PLATTE INSTITUTE FOR ECONOMIC RESEARCH IS A NON-PARTISAN RESEARCH AND EDUCATION ORGANIZATION WHOSE MISSION IS TO ADVANCE ALTERNATIVES THAT FOSTER LIMITED GOVERNMENT, PERSONAL RESPONSIBILITY AND FREE ENTERPRISE FOR NEBRASKA.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee6TotalEmployeeCnt
Total Volunteers1TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$449,342PYContributionsGrantsAmt
CY Contributions Grants$567,826CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$3,657CYProgramServiceRevenueAmt
PY Investment Income$28PYInvestmentIncomeAmt
CY Investment Income$118CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$449,370PYTotalRevenueAmt
CY Total Revenue$571,601CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$203,680PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$258,900CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$91,933CYTotalFundraisingExpenseAmt
PY Other Expenses$248,878PYOtherExpensesAmt
CY Other Expenses$311,266CYOtherExpensesAmt
PY Total Expenses$452,558PYTotalExpensesAmt
CY Total Expenses$570,166CYTotalExpensesAmt
PY Revenues Less Expenses-$3,188PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,435CYRevenuesLessExpensesAmt
Total Assets BOY$111,729TotalAssetsBOYAmt
Total Assets EOY$131,833TotalAssetsEOYAmt
Total Liabilities BOY$9,250TotalLiabilitiesBOYAmt
Total Liabilities EOY$23,798TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$102,479NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$108,035NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE PLATTE INSTITUTE FOR ECONOMIC RESEARCH IS A NON-PARTISAN RESEARCH AND EDUCATION ORGANIZATION WHOSE MISSION IS TO ADVANCE ALTERNATIVES THAT FOSTER LIMITED GOVERNMENT, PERSONAL RESPONSIBILITY AND FREE ENTERPRISE FOR NEBRASKA.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$104,769ExpenseAmt
DescTHE PLATTE INSTITUTE ENGAGED IN RESEARCH AND OUTREACH TO IMPROVE THE QUALITY OF LIFE FOR NEBRASKANS BY PROMOTING FISCAL POLICY THAT LIMITS TAXATION, REDUCES GOVERNMENT SPENDING, AND INCREASES GOVERNMENT EFFICIENCY. THE PLATTE INSTITUTE'S RESEARCH FOCUSED ON STRATEGIES TO ALLOW OUR CITIZENS TO KEEP MORE OF WHAT THEY EARN AND MAKE NEBRASKA ATTRACTIVE TO BUSINESSES AND FAMILIES LOOKING TO RELOCATE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$58,212ExpenseAmt
DescTHE PLATTE INSTITUTE WAS DEDICATED TO EDUCATIONAL REFORMS THAT IMPROVE ACADEMIC ACHIEVEMENT, INCREASE ACCOUNTABILITY AND IMPROVE COST-EFFICIENCY. THE PLATTE INSTITUTE IS COMMITTED TO EXPANDING EDUCATIONAL CHOICE, INCLUDING CHARTER SCHOOLS, VOUCHERS, VIRTUAL EDUCATION OPPORTUNITIES AND MORE TO GIVE NEBRASKA PARENTS A VOICE IN THEIR CHILD'S EDUCATION.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$49,542ExpenseAmt
DescTHE PLATTE INSTITUTE SUPPORTED HEALTHCARE REFORM THAT EMPOWERS CONSUMERS, PROMOTES EFFICIENCY AND COMPETITION AND INCREASES ACCOUNTABILITY. INNOVATION IN HEALTHCARE THAT INCREASES ACCESSIBILITY AND AFFORDABILITY WHILE IMPROVING THE QUALITY OF CARE IS BEST ACHIEVED BY PROMOTING MARKET-BASED, CONSUMER-DRIVEN REFORMS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$177,272ExpenseAmt
Revenue$3,657RevenueAmt
DescOTHER PROGRAMS SERVICES INCLUDED PENSION REFORM, ENERGY POLICIES, GOVERNMENT TRANSPARENCY AND ACCOUNTABILITY, AND GENERAL ACTIVITIES RELATED TO ADVANCING THE MISSION OF THE PLATTE INSTITUTE.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$177,272TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$3,657TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$389,795TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document14IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee6EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJIM VOKALPersonNm
Phone4024523737PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1900 S 74TH STREET STE 400AddressLine1
CityOMAHACity
StateNEState
ZIP Code68114ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
GAIL WERNER-ROBERTSON
BOARD CHAIR1.00Yes (X)Yes (X)$0$0$0
WARREN ARGANBRIGHT
DIRECTOR1.00Yes (X)$0$0$0
JEFF DINKLAGE
DIRECTOR1.00Yes (X)$0$0$0
JASON DWORAK
DIRECTOR1.00Yes (X)$0$0$0
MICHAEL GROENE
DIRECTOR1.00Yes (X)$0$0$0
BRIAN GUBBELS
DIRECTOR1.00Yes (X)$0$0$0
KYLE HANSON
DIRECTOR1.00Yes (X)$0$0$0
TRAVIS HINER
DIRECTOR1.00Yes (X)$0$0$0
JIM VOKAL
CEO40.00Yes (X)Yes (X)$110,439$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$110,439TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$567,826AllOtherContributionsAmt
Noncash Contributions$25,961NoncashContributionsAmt
Total Contributions$567,826TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescREGISTRATION FEESDesc
Business611710BusinessCd
Total Revenue Column$3,657TotalRevenueColumnAmt
Related Or Exempt Func Income$3,657RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$3,657TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$118TotalRevenueColumnAmt
Exclusion$118ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$571,601TotalRevenueColumnAmt
Related Or Exempt Func Income$3,657RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$118ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$110,439TotalAmt
Program Services$44,175ProgramServicesAmt
Management And General$33,132ManagementAndGeneralAmt
Fundraising$33,132FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$116,334TotalAmt
Program Services$70,098ProgramServicesAmt
Management And General$23,118ManagementAndGeneralAmt
Fundraising$23,118FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$10,518TotalAmt
Program Services$4,382ProgramServicesAmt
Management And General$3,068ManagementAndGeneralAmt
Fundraising$3,068FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$21,609TotalAmt
Program Services$11,237ProgramServicesAmt
Management And General$5,186ManagementAndGeneralAmt
Fundraising$5,186FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$9,100TotalAmt
Management And General$9,100ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$33,459TotalAmt
Program Services$33,095ProgramServicesAmt
Management And General$364ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$315TotalAmt
Management And General$315ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$73,540TotalAmt
Program Services$54,917ProgramServicesAmt
Management And General$3,306ManagementAndGeneralAmt
Fundraising$15,317FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$3,669TotalAmt
Program Services$3,669ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$23,201TotalAmt
Program Services$11,408ProgramServicesAmt
Management And General$5,265ManagementAndGeneralAmt
Fundraising$6,528FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$14,447TotalAmt
Program Services$10,445ProgramServicesAmt
Management And General$2,001ManagementAndGeneralAmt
Fundraising$2,001FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$17,135TotalAmt
Program Services$17,135ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$13,484TotalAmt
Program Services$7,012ProgramServicesAmt
Management And General$3,236ManagementAndGeneralAmt
Fundraising$3,236FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,446TotalAmt
Program Services$752ProgramServicesAmt
Management And General$347ManagementAndGeneralAmt
Fundraising$347FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
RESEARCH AND WRITING$100,317$100,317
PUBLISHING$15,798$15,798
DUES AND SUBSCRIPTIONS$5,355$5,355

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$570,166TotalAmt
Program Services$389,795ProgramServicesAmt
Management And General$88,438ManagementAndGeneralAmt
Fundraising$91,933FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$77,233BOYAmt
EOY$91,287EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$11,750EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,500BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$115,071LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$87,242LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$6,324BOYAmt
EOY$27,829EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$24,704BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$968BOYAmt
EOY$967EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$111,729BOYAmt
EOY$131,833EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$9,250BOYAmt
EOY$23,798EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$9,250BOYAmt
EOY$23,798EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$70,754BOYAmt
EOY$78,044EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$31,725BOYAmt
EOY$29,991EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$102,479BOYAmt
EOY$108,035EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$111,729BOYAmt
EOY$131,833EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,435ReconcilationRevenueExpnssAmt
Prior Period Adjustments$4,121PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$247,952CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$352,939CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$394,768CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$449,342CurrentTaxYearMinus1YearAmt
Current Tax Year$567,826CurrentTaxYearAmt
Total$2,012,827TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$190,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$211,400CurrentTaxYearMinus3YearsAmt
Current Tax Year$3,657CurrentTaxYearAmt
Total$405,057TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$437,952CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$564,339CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$394,768CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$449,342CurrentTaxYearMinus1YearAmt
Current Tax Year$571,483CurrentTaxYearAmt
Total$2,417,884TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$35,396CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$20,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$65,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$95,518CurrentTaxYearMinus1YearAmt
Current Tax Year$123,061CurrentTaxYearAmt
Total$338,975TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$100,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$302,530CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$139,060CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$166,100CurrentTaxYearMinus1YearAmt
Current Tax Year$196,840CurrentTaxYearAmt
Total$904,530TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$135,396CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$322,530CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$204,060CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$261,618CurrentTaxYearMinus1YearAmt
Current Tax Year$319,901CurrentTaxYearAmt
Total$1,243,505TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$1,174,379PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$83CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$62CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$28CurrentTaxYearMinus1YearAmt
Current Tax Year$118CurrentTaxYearAmt
Total$294TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$83CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$62CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$28CurrentTaxYearMinus1YearAmt
Current Tax Year$118CurrentTaxYearAmt
Total$294TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$141CurrentTaxYearMinus3YearsAmt
Total$141TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$438,035CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$564,483CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$394,830CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$449,370CurrentTaxYearMinus1YearAmt
Current Tax Year$571,601CurrentTaxYearAmt
Total$2,418,319TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.48560PublicSupportCY509Pct
Public Support PY5090.51660PublicSupportPY509Pct
Investment Income CY0.00010InvestmentIncomeCYPct
Investment Income PY0.00020InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$46,858OtherCostOrOtherBasisAmt
Depreciation$45,021DepreciationAmt
Book Value$1,837BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$68,213OtherCostOrOtherBasisAmt
Depreciation$42,221DepreciationAmt
Book Value$25,992BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$27,829TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$587,944TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$16,343DonatedServicesAndUseFcltsAmt
Revenue Not Reported$16,343RevenueNotReportedAmt
Revenue Subtotal$571,601RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$571,601TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$586,509TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$16,343DonatedServicesUseFcltsAmt
Expenses Not Reported$16,343ExpensesNotReportedAmt
Expenses Subtotal$570,166ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$570,166TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION IS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND HAS RECEIVED A DETERMINATION LETTER THAT IT IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE INTERNAL REVENUE CODE. THE INTERNAL REVENUE SERVICE HAS ESTABLISHED STANDARDS TO BE MET TO MAINTAIN THE ORGANIZATION'S TAX EXEMPT STATUS. THE ORGANIZATION ACCOUNTS FOR UNCERTAINTIES IN ACCOUNTING FOR INCOME TAX ASSETS AND LIABILITIES USING GUIDANCE INCLUDED IN THE FINANCIAL ACCOUNTING STANDARDS BOARD ACCOUNTING STANDARDS CODIFICATION 740, INCOME TAXES. THE ORGANIZATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. AT DECEMBER 31, 2013, THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS ACCRUED. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR THE YEARS BEFORE 2010.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$25,961NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 4THE CORPORATE BYLAWS OF PLATTE INSTITUTE FOR ECONOMIC RESEARCH WERE AMENDED ON OCTOBER 10, 2013, THE FOLLOWING AMENDMENTS WERE MADE: 1: HEADQUARTERS: THE PRINPICAL OFFICE WAS CHANGED TO 900 SOUTH 74TH PLAZA, SUITE 400 OMAHA, NE 68114. 2: PRINCIPAL OFFICERS: A CHIEF EXECUTIVE OFFICER (CEO) WAS ADDED TO THE LIST OF PRINCIPAL OFFICERS, ALONG WITH A LIST OF DUTIES TO BE CARRIED OUT BY THE CEO. 3: ELECTION OF OFFICERS: THE TERM OF THE OFFICERS CHANGED FROM A ONE YEAR TERM TO A THREE YEAR TERM. DIRECTOR TERMS WERE ESTABLISHED FOR THE CURRENT DIRECTORS. 4: DUTIES OF OFFICERS: THE BLYAW AMENDMENTS ADDED THAT THE COMPENSATION OF THE CEO SHALL BE DETERMINED BY THE BOARD OF DIRECTORS. 5: QUORUM: THE DEFINITION OF QUORUM WAS CHANGED FROM THREE DIRECTORS TO A MAJORITY OF THE EXISTING DIRECTORS. 6: DIRECTORS: AMENDMENTS TO THE BYLAWS WERE CHANGED TO ALLOW APPROVAL BY AT LEAST 80% VOTING POWER OF THE CORPORATION WITHOUT A MEETING. 7: DIRECTORS: THE NUMBER OF DIRECTORS WAS CHANGED FROM 4 TO 12. 8: DIRECTORS: GUIDELINES FOR DUTIES AND RESPONSIBILITIES OF DIRECTORS WERE ADDED TO THE BYLAWS. 8: DIRECTORS: AN ADVISORY BOARD WAS CREATED TO ASSIST THE CEO IN CARRYING OUT THE MISSION OF THE INSTITUTE.
FORM 990, PART VI, SECTION B, LINE 11THE EXECUTIVE DIRECTOR IS GIVEN THE FORM 990 FOR REVIEW AND SIGNATURE. THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO THE FILING OF THE FORM.
FORM 990, PART VI, SECTION B, LINE 15THE EXECUTIVE DIRECTOR MEETS WITH THE PRESIDENT ONCE A YEAR TO DETERMINE NEW GOALS FOR THE NEXT YEAR AND TO REVIEW IN DETAIL HOW PRIOR YEAR GOALS WERE MET. SALARY IS REVIEWED. THE PRESIDENT THEN CONFERS WITH THE BOARD OR DIRECTORS AND SETS FORTH COMPENSATION AND APPROVES GOALS FOR THE UPCOMING YEAR. ALL IS WRITTEN IN DETAILED REVIEW FORMAT.
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC ONLY WITH SPECIFIC REQUEST.
FORM 990, PART XII, LINE 2C:THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY OVER THE AUDIT AND SELECTION OF THE INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.

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