2014-07-08T12:00:11-05:00 2013-12-31 942290202 SHEA LABAGH DOBBERSTEIN PC 505 MONTGOMERY STREET FIFTH FLOOR SAN FRANCISCO CA 94111 990 2013-01-01 942528433 PACIFIC RESEARCH INSTITUTE FOR PUBLIC POLICY PACI 4159890833 ONE EMBARCADERO CENTER NO 350 SAN FRANCISCO CA 94111 SARA C PIPES PRESIDENT & CEO 4159890833 2014-07-03 1 RONALD K SIMONIAN P00232207 4153974444 2014-07-03 2013 2015-11-30 17:44:51Z SARA C PIPES ONE EMBARCADERO CENTER NO 350 SAN FRANCISCO CA 94111 7725609 0 X WWW.PACIFICRESEARCH.ORG X 1978 CA CHAMPIONS FREEDOM, OPPORTUNITY AND RESPONSIBILITY BY ADVANCING FREE-MARKET POLICY SOLUTIONS. 17 16 9 19 0 0 4665391 6611623 39621 24046 -167 6411 22351 39047 4727196 6681127 0 0 0 0 1489797 1243914 0 0 508419 2120201 2033015 3609998 3276929 1117198 3404198 4865668 8252628 296731 284608 4568937 7968020 X PRI CHAMPIONS FREEDOM, OPPORTUNITY, AND PERSONAL RESPONSIBILITY BY ADVANCING FREE-MARKET POLICY SOLUTIONS. THE INSTITUTE PROVIDES PRACTICAL SOLUTIONS FOR THE POLICY ISSUES THAT IMPACT THE DAILY LIVES OF ALL AMERICANS AND DEMONSTRATES WHY THE FREE (CONT'D ON SCHEDULE O) MARKET IS MORE EFFECTIVE THAN THE GOVERNMENT AT PROVIDING THE IMPORTANT RESULTS WE ALL SEEK: GOOD SCHOOLS, QUALITY HEALTH CARE, A CLEAN ENVIRONMENT, AND A ROBUST ECONOMY. 0 0 606584 THE CENTER FOR HEALTH CARE PROPOSES HEALTH CARE SOLUTIONS THAT EMPOWER DOCTORS AND PATIENTS, NOT THE FEDERAL GOVERNMENT. THIS IS THE ONLY WAY AFFORDABLE, ACCESSIBLE, QUALITY CARE WILL BE ACHIEVED FOR ALL AMERICANS. PRI EDUCATES AMERICANS ON THE IMPORTANCE OF MARKET-BASED SOLUTIONS THROUGH BOOKS, WHITE PAPERS, BRIEFS, OP-EDS, CITATIONS IN NEWSPAPERS AND MAGAZINES, SPEECHES AND DEBATES, RADIO AND TV INTERVIEWS, AND INVITED TESTIMONY. IN 2013, ENCOUNTER BOOKS RELEASED THE CURE FOR OBAMACARE BY PRI PRESIDENT SALLY PIPES. THE BROADSIDE OUTLINED ALTERNATIVE REFORMS TO THE AFFORDABLE CARE ACT WHICH BECAME LAW IN MARCH 2010. MS. PIPES WRITES A BI-WEEKLY COLUMN ON HEALTH CARE REFORM FOR FORBES.COM. HER OP-EDS ARE PUBLISHED REGULARLY IN NEWSPAPERS SUCH AS THE WALL STREET JOURNAL, INVESTOR'S BUSINESS DAILY, NEW YORK POST, AND THE ORANGE COUNTY REGISTER, TO NAME A FEW. SHE APPEARS ON SUCH NATIONAL RADIO SHOWS AS THE JERRY DOYLE SHOW, THE DENNIS PRAGER SHOW, AND ON NEWSMAX. 386559 CALWATCHDOG IS AN INDEPENDENT NEWS WEBSITE THAT EPITOMIZES THE NEW MODEL OF NON-PROFIT-FUNDED JOURNALISM, WHICH HAS BEEN WIDELY CHAMPIONED AS AN ANTIDOTE TO DECLINING NEWSPAPER CIRCULATION. STATE GOVERNMENT IS ITS FOCUS, INCLUDING REGIONAL STORIES OF STATEWIDE INTEREST. IT HAS CREATED A YOUTUBE CHANNEL, INCREASED ITS SUBSCRIBER BASE, GREW ITS FACEBOOK AND TWITTER FOLLOWERS, PRODUCED A MUNICIPAL BANKCRUPTCY REPORT AND HAD ITS INVESTIGATIVE NEWS STORIES PICKED UP IN THE MAINSTREAM MEDIA. 344302 THE BENJAMIN RUSH SOCIETY WAS CREATED IN 2008 FOR MEDICAL STUDENTS. BRS CHAPTERS ARE ESTABLISHED AT MEDICAL SCHOOLS ACROSS THE COUNTRY SO MEDICAL STUDENTS CAN LEARN ABOUT MARKET-BASED ALTERNATIVES FOR ACHIEVING UNIVERSAL COVERAGE AND REDUCING THE COST OF HEALTH CARE - TWO LAUDABLE GOALS. THE BRS ACHIEVES ITS MISSION BY HOLDING DEBATES ON CAMPUSES COVERING ISSUES OF IMPORTANCE TO THE FUTURE OF MEDICINE SUCH AS HOW TO ACHIEVE UNIVERSAL COVERAGE FOR ALL AMERICANS. THE BRS BECAME AN INDEPENDENT 501(C)(3) ORGANIZATION IN APRIL OF 2013. 90969 THE CENTER FOR ENVIRONMENT (FORMERLY ENVIRONMENT STUDIES PROGRAM) REVEALS THE DRAMATIC AND LONG-TERM TREND TOWARDS A CLEANER, HEALTHIER ENVIRONMENT. IT ALSO EXAMINES AND PROMOTES THE ESSENTIAL INGREDIENTS FOR ABUNDANT RESOURCES AND ENVIRONMENTAL QUALITY - PROPERTY RIGHTS, MARKETS, LOCAL ACTION, AND PRIVATE INITIATIVE. 151892 THE LAFFER CENTER AT THE PACIFIC RESEARCH INSTITUTE PRODUCES ORIGINAL RESEARCH TO WEIGH IN ON THE ISSUES OF THE DAY AT THE STATE AND FEDERAL LEVEL, AS WELL AS IMPORTANT GLOBAL ECONOMIC ISSUES, WITH A RIGOROUS EXAMINATION OF THE ROLE OF MARKET INCENTIVES IN PUBLIC POLICY. 182691 53634 GENERAL PROGRAM AND DEVELOPMENT 38059 THE CENTER FOR BUSINESS AND ECONOMICS (FORMERLY BUSINESS AND ECONOMICS STUDIES PROGRAM) EXAMINES HOW THE ENTREPRENEURIAL SPIRIT, THE ENGINE OF ECONOMIC GROWTH AND OPPORTUNITY, IS STIFLED BY ONEROUS TAXES, REGULATIONS, AND HEALTH-CARE POLICIES. THE INSTITUTE'S SCHOLARS RECOMMEND COMPREHENSIVE PUBLIC-POLICY REFORMS THAT WILL MAINTAIN A ROBUST ECONOMY, ENSURE CONSUMER CHOICE, AND SPUR CREATIVITY AND INNOVATION. 254211 THE CENTER FOR EDUCATION (FORMERLY EDUCATION STUDIES PROGRAM) WORKS TO RESTORE TO ALL PARENTS THE BASIC RIGHT TO CHOOSE THE BEST EDUCATIONAL OPPORTUNITIES FOR THEIR CHILDREN. THROUGH RESEARCH AND GRASSROOTS OUTREACH, THE INSTITUTE'S SCHOLARS ADVANCE PARENTAL CHOICE IN EDUCATION, HIGH ACADEMIC STANDARDS, CHARTER SCHOOLS, TEACHER QUALITY, AND SCHOOL FINANCE REFORM. 33409 CALIFORNIA REFORM COMMITTEE - UNDER PRI'S NEW CALIFORNIA REFORM COMMITTEE, SCHOLARS WILL PROVIDE THE INTELLECTUAL SUPPORT FOR PUBLIC SECTOR PENSION REFORM AND EDUCATE LAWMAKERS, THE MEDIA, AND THE PUBLIC OVER THE NEXT TWO YEARS IN ORDER TO BUILD SUPPORT FOR MAJOR REFORMS IN THE YEARS AHEAD. THE GOAL OF THE COMMITTEE IS TO REINVIGORATE CALIFORNIA'S ENTREPRENEURIAL, SELF-RELIANT TRADITIONS - PUTTING THE "GOLD BACK INTO THE GOLDEN STATE." 751231 53634 2088676 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 65 0 1 9 1 0 0 0 0 0 1 1 0 0 X 17 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA NJ NY X PACIFIC RESEARCH INSTITUTE 4159890833 ONE EMBARCADERO CENTER SUITE 350 SAN FRANCISCO CA 94111 KATHERINE H ALDEN BOARD MEMBER 1.00 X 0 0 0 ROBERT J ERNST III BOARD MEMBER 1.00 X 0 0 0 JAMES T FARRELL BOARD MEMBER 1.00 X 0 0 0 PETER C FARRELL PHD BOARD MEMBER 1.00 X 0 0 0 CLARK S JUDGE CHAIRMAN 1.00 X 0 0 0 DANIEL M KOLKEY BOARD MEMBER 1.00 X 0 0 0 THOMAS C MAGOWAN BOARD SECRETARY-TREASURER 1.00 X 0 0 0 DANIEL OLIVER CHAIRMAN EMERITUS 1.00 X 0 0 0 GEORGE M SAVAGE MD BOARD MEMBER 1.00 X 0 0 0 RICHARD A WALLACE BOARD MEMBER 1.00 X 0 0 0 CHRISTOPHER WRIGHT BOARD MEMBER 1.00 X 0 0 0 SARA C PIPES PRESIDENT & CEO 40.00 X X 344363 0 11731 CHRISTOPHER COX BOARD MEMBER 1.00 X 0 0 0 SANDRA E GALE VICE CHAIRMAN 1.00 X 0 0 0 THEODORE W ULLYOT BOARD MEMBER 1.00 X 0 0 0 RUSSELL A JOHNSON BOARD MEMBER 1.00 X 0 0 0 LARRY C BOYD BOARD MEMBER 1.00 X 0 0 0 CHRISTINE HUGHES VICE PRESIDENT 40.00 X 148230 0 12798 ROWENA ITCHON VICE PRESIDENT, MARKETING 40.00 X 152786 0 6426 LANCE T IZUMI SENIOR DIRECTOR, CE 40.00 X 149000 0 0 794379 0 30955 4 0 1 0 KEYBRIDGE COMMUNICATIONS 1722-A WISCONSIN AVE NW 21 WASHINGTON DC 20007 PUBLIC RELATIONS 159500 1 349074 6262549 388115 6611623 CONFERENCE FEES 611600 24046 24046 24046 4877 4877 9459 9459 780455 778522 399 1933 -399 1534 1534 265561 349074 265561 0 2259 0 2259 2259 OTHER INCOME 541700 27329 27329 27329 6681127 53634 0 15870 676334 395041 130073 151220 462363 205996 141979 114388 75175 45609 7939 21627 30042 1682 27753 607 1872 683 1189 141752 16783 117518 7451 6000 6000 9605 6996 2609 346333 308090 32865 5378 152661 27396 106413 18852 49416 25755 9307 14354 201192 104497 50139 46556 40624 20151 10464 10009 64524 40045 981 23498 167837 167837 110173 75834 17743 16596 23233 11729 6271 5233 PUBLICATIONS & NEWSLETT 661085 616026 5660 39399 DIRECT MAIL PROGRAM 49704 19522 30182 EQUIPMENT RENTAL & MAIN 7004 6544 460 3276929 2088676 679834 508419 155292 1157811 3491468 3788191 604855 3063783 3102 1292 36868 84527 420227 383100 102117 37127 411755 15834 60211 104063 4865668 8252628 296731 284608 296731 284608 X 1557444 3237789 3011493 4730231 4568937 7968020 4865668 8252628 3404198 -5115 0 X X 0 1 X 1 0 X 4510313 3802879 4605681 4665391 6611623 24195887 4510313 3802879 4605681 4665391 6611623 24195887 24195887 43579 44470 100925 10108 14336 213418 3205 129 98 27329 30761 24440066 109172 0.99000 0.98620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 6000 0 0 6000 0 PART II-B, LINE 1: MEETINGS WITH CONGRESSIONAL MEMBERS ON ISSUES RELATED TO PRI'S PUBLIC POLICY RESEARCH. 127604 97231 30373 90317 86008 4309 202306 199861 2445 37127 X 6941573 -5115 265561 260446 6681127 0 6681127 3542490 265561 265561 3276929 0 3276929 PART X, LINE 2: THE INSTITUTE IS A QUALIFIED ORGANIZATION EXEMPT FROM FEDERAL AND CALIFORNIA INCOME TAXES UNDER INTERNAL REVENUE CODE (IRC) SECTIONS 501 (C)(3) AND THE CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D, RESPECTIVELY. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY THE INSTITUTE IN ITS FEDERAL AND STATE TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. THE INSTITUTE IS SUBJECT TO EXAMINATION FOR THE 2010 THROUGH 2012 TAX YEARS BY FEDERAL TAXING AUTHORITIES AND FOR THE 2009 THROUGH 2012 TAX YEARS BY STATE TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 265,561. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 265,561. ANNUAL GALA DINNER 540189 336971 203218 83150 120068 THATCHER DINNER AND OTHER EVENTS 74446 12103 62343 62343 614635 349074 265561 83150 182411 265561 0 X X X X X 0 0 0 0 0 0 0 0 0 SARA C PIPES PRESIDENT & CEO 344363 0 0 0 0 0 0 0 11731 0 356094 0 0 0 CHRISTINE HUGHES VICE PRESIDENT 148230 0 0 0 0 0 0 0 12798 0 161028 0 0 0 ROWENA ITCHON VICE PRESIDENT, MARKETING 152786 0 0 0 0 0 0 0 6426 0 159212 0 0 0 X 3 388115 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE TAXPAYER'S ACCOUNTING FIRM FORWARDS THE FORM 990 TO THE TREASURER. THE TREASURER THEN FORWARDS THE FORM 990 TO THE BOARD MEMBERS FOR THEIR REVIEW PRIOR TO FILING THE FORM 990. BOARD MEMBERS ARE ENCOURAGED TO REVIEW THE FORM 990 AND TO FORWARD THEIR QUESTIONS TO THE TREASURER. THE ACCOUNTING FIRM ADDRESSES ALL QUESTIONS FROM THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE INSTITUTE MONITORS ITS POLICY THROUGH REGULAR REVIEWS. THE DISCOVERY OF ANY CONFLICTS ARE ADDRESSED IMMEDIATELY. FORM 990, PART VI, SECTION B, LINE 15 EACH YEAR MANAGEMENT PRESENTS A COMPLETE DETAILED REPORT TO THE COMPENSATION COMMITTEE COMPOSED OF BOARD MEMBERS WITH RELATED BUSINESS EXPERIENCE. THE REPORT INCLUDES AN ANALYSIS OF CURRENT MARKET TRENDS; COMPARISON TO OTHER SIMILAR THINK TANK SALARIES GATHERED FROM 990S; AND ANALYSIS OF HOURS SPENT WORKING, JOB RESPONSIBILITIES, YEARS OF EXPERIENCE AND LEVEL OF EXPERTISE. THE COMPENSATION COMMITTEE APPROVES THE ANNUAL COMPENSATION PACKAGE FOR PRESENTATION AT THE ANNUAL MARCH BOARD MEETING FOR FULL APPROVAL BY THE ENTIRE VOTING BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE PACIFIC RESEARCH INSTITUTE FOR PUBLIC POLICY MAKES ITS FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE ROLE AND PROCESS OF THE AUDIT COMMITTEE HAS NOT CHANGED FROM PRIOR YEARS. BENJAMIN RUSH INSTITUTE PO BOX 3113 HALF MOON BAY CA 94019 461848302 TO PROMOTE AFFORDABLE, QUALITY HEALTHCARE CA 501(C)(3) LINE 7 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BENJAMIN RUSH INSTITUTE B 167837 CASH DISTRIBUTED