2014-05-09T16:22:42-05:00 2013-12-31 476097913 SEIM JOHNSON LLP 18081 BURT STREET SUITE 200 OMAHA NE 680224722 990 2013-01-01 208809060 PLATTE INSTITUTE FOR ECONOMIC RESEARCH INC PLAT 4024523737 900 S 74TH PLAZA OMAHA NE 68114 JIM VOKAL CEO 4024523737 2014-05-08 1 JERRY M O'DOHERTY P00400861 4023302660 2013 2015-11-30 17:44:51Z JIM VOKAL 900 S 74TH PLAZA OMAHA NE 68114 571601 0 X WWW.PLATTEINSTITUTE.ORG X 2007 NE THE 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. 9 8 6 1 0 0 449342 567826 0 3657 28 118 0 0 449370 571601 0 0 0 0 203680 258900 0 0 91933 248878 311266 452558 570166 -3188 1435 111729 131833 9250 23798 102479 108035 X THE 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. 0 0 104769 THE 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. 58212 THE 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. 49542 THE 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. 177272 3657 OTHER PROGRAMS SERVICES INCLUDED PENSION REFORM, ENERGY POLICIES, GOVERNMENT TRANSPARENCY AND ACCOUNTABILITY, AND GENERAL ACTIVITIES RELATED TO ADVANCING THE MISSION OF THE PLATTE INSTITUTE. 177272 3657 389795 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 14 0 1 6 1 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 1 0 0 0 0 1 1 0 0 1 0 1 1 1 1 0 X JIM VOKAL 4024523737 900 S 74TH STREET STE 400 OMAHA NE 68114 GAIL WERNER-ROBERTSON BOARD CHAIR 1.00 X X 0 0 0 WARREN ARGANBRIGHT DIRECTOR 1.00 X 0 0 0 JEFF DINKLAGE DIRECTOR 1.00 X 0 0 0 JASON DWORAK DIRECTOR 1.00 X 0 0 0 MICHAEL GROENE DIRECTOR 1.00 X 0 0 0 BRIAN GUBBELS DIRECTOR 1.00 X 0 0 0 KYLE HANSON DIRECTOR 1.00 X 0 0 0 TRAVIS HINER DIRECTOR 1.00 X 0 0 0 JIM VOKAL CEO 40.00 X X 110439 0 0 110439 0 0 1 0 0 0 0 567826 25961 567826 REGISTRATION FEES 611710 3657 3657 3657 118 118 571601 3657 0 118 110439 44175 33132 33132 116334 70098 23118 23118 10518 4382 3068 3068 21609 11237 5186 5186 9100 9100 33459 33095 364 315 315 73540 54917 3306 15317 3669 3669 23201 11408 5265 6528 14447 10445 2001 2001 17135 17135 13484 7012 3236 3236 1446 752 347 347 RESEARCH AND WRITING 100317 100317 PUBLISHING 15798 15798 DUES AND SUBSCRIPTIONS 5355 5355 570166 389795 88438 91933 77233 91287 0 11750 2500 0 115071 87242 6324 27829 24704 0 968 967 111729 131833 9250 23798 9250 23798 X 70754 78044 31725 29991 102479 108035 111729 131833 1435 4121 0 X X 0 1 X 1 0 X 247952 352939 394768 449342 567826 2012827 190000 211400 3657 405057 437952 564339 394768 449342 571483 2417884 35396 20000 65000 95518 123061 338975 100000 302530 139060 166100 196840 904530 135396 322530 204060 261618 319901 1243505 1174379 83 3 62 28 118 294 83 3 62 28 118 294 141 141 438035 564483 394830 449370 571601 2418319 0.48560 0.51660 0.00010 0.00020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 46858 45021 1837 68213 42221 25992 27829 X 587944 16343 16343 571601 0 571601 586509 16343 16343 570166 0 570166 PART X, LINE 2: THE 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. X 1 25961 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE 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 11 THE 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 15 THE 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 19 THE 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.