2013-08-02T14:38:06-05:00 2012-12-31 942290202 SHEA LABAGH DOBBERSTEIN PC 505 MONTGOMERY STREET FIFTH FLOOR SAN FRANCISCO CA 94111 990 2012-01-01 942528433 PACIFIC RESEARCH INSTITUTE FOR PUBLIC POLICY PACI 4159890833 ONE EMBARCADERO CENTER NO 350 SAN FRANCISCO CA 94111 SARA C PIPES 4159890833 2013-08-02 RONALD K SIMONIAN P00232207 4153974444 2013-08-01 2012 2016-02-24 21:20:13Z --- SARA C PIPES ONE EMBARCADERO CENTER NO 350 SAN FRANCISCO CA 94111 5184219 0 X WWW.PACIFICRESEARCH.ORG X 1978 CA CHAMPION FREEDOM, OPPORTUNITY AND RESPONSIBILITY BY ADVANCING FREE-MARKET POLICY SOLUTIONS. 17 16 14 19 0 0 4638195 4665391 40915 39621 10169 -167 17009 22351 4706288 4727196 0 0 0 0 2495562 1489797 0 0 734906 2409100 2120201 4904662 3609998 -198374 1117198 3833630 4865668 383034 296731 3450596 4568937 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. 0 0 985859 HEALTH CARE--PRI PROPOSES MARKET BASED REFORMS THAT WOULD IMPROVE AFFORDABILITY, ACCESS, QUALITY, AND CONSUMER CHOICE. PRI RELEASED THE PIPES PLAN: THE TOP TEN WAYS TO DISMANTLE AND REPLACE OBAMACARE; A PRIMER ON THE ORPHAN DRUG MARKET; THE BENEFITS OF DENTAL SERVICE ORGANIZATIONS; ORPHAN DRUGS & HUMANITARIAN DEVICES; OBAMACARE'S TAX ON MEDICAL DEVICES CUTS R&D BY $2 BILLION A YEAR; WILL AMERICANS EVER CONTROL AS MANY OF OUR OWN HEALTH DOLLARS AS THE SWISS, THE SWEDES OR THE CANADIANS?; SKIN IN THE GAME: GOVERNOR BROWN IS RIGHT AND SECRETARY SEBELIUS IS WRONG ABOUT MEDICAID CO-PAYS; FEED THE BEAST: RENEWING THE PRESCIPTION DRUG USER FEE. THE CENTER CONTINUED TO PUBLISH ITS HEALTH POLICY PRESCRIPTION SERIES AND CONTRIBUTED NEARLY 200 OPEDS, PARTICIPATED IN ABOUT 75 RADIO AND TV INTERVIEWS, AND CITED IN MORE THAN 100 PUBLICATIONS. 287631 EDUCATION--PRI PROMOTES PARENTAL CHOICE, HIGH ACADEMIC STANDARDS, TEACHER QUALITY, CHARTER SCHOOLS, AND BLENDED LEARNING. PRI RELEASED OBAMA'S EDUCATION TAKEOVER, AND THE CENTER PUBLISHED MORE THAN 30 OPEDS, PARTICIPATED IN ABOUT TWO DOZEN TV AND RADIO INTERVIEWS, AND CITED IN MORE THAN 40 ARTICLES. 55327 BUSINESS AND ECONOMICS--PRI DEMONSTRATES HOW THE ENGINE OF ECONOMIC GROWTH AND PROSPERITY IS STIFLED BY ONEROUS TAXES AND REGULATIONS. PRI PUBLISHED, POLICY REFORMS TO CONTROL RISING GOVERNMENT COMPENSATION COSTS: A COMPARISON OF TEXAS AND CALIFORNIA AND EUREKA! HOW TO FIX CALIFORNIA. THIS CENTER PUBLISHED MORE THAN 100 OPEDS, PARTICIPATED IN A DOZEN RADIO INTERVIEWS AND CITED IN MORE THAN 70 ARTICLES. 109207 ENVIRONMENT PRI EXAMINES AND PROMOTES THE ESSENTIAL INGREDIENTS FOR ABUNDANT RESOURCES AND ENVIRONMENTAL QUALITY: PROPERTY RIGHTS, MARKETS, LOCAL ACTION, AND PRIVATE INITIATIVE. PRI PUBLISHED THE CRUSADE AGAINST PLASTIC BAGS; CALIFORNIA'S ENERGY FUTURE; CALIFORNIA'S EV FETISH AND CONTINUED TO MAINTAIN AND UPDATE ITS WEBSITE, ENVIRONMENTAL TRENDS.ORG. THE ENVIRONMENTAL CENTER PUBLISHED MORE THAN 15 OPEDS, INTERVIEWED IN A HALF-DOZEN RADIO SHOWS, AND CITED IN MORE THAN 50 ARTICLES. 429713 CALWATCHDOG.COM CALWATCHDOG IS AN INDEPENDENT NEWS WEBSITE DESIGNED TO KEEP A WATCHFUL EYE ON POLITICS AND POLICY IN SACRAMENTO AND THROUGHOUT CALIFORNIA. THIS NEWS BUREAU FEATURES IN-DEPTH INVESTIGATIVE REPORTS, DAILY NEWS STORIES, A BLOG AND ORIGINAL COMMENTARY. IN 2012, CALWATCHDOG PUBLISHED HUNDREDS OF NEWS STORIES AND INVESTIGATIVE ARTICLES. IT HAS INCREASED ITS FACEBOOK AND TWITTER FOLLOWERS SIGNIFICANTLY SINCE 2011. 33481 THE LAFFER CENTER AT PRITHE LAFFER CENTER AT PRI WAS ANNOUNCED IN NOVEMBER OF 2012. HEADED BY NOTED ECONOMIST, DR. ARTHUR B. LAFFER, THE NATIONALLY FOCUSED CENTER WILL PROMOTE FISCAL RESPONSIBILITY THROUGH LOWER TAXES, LESS REGULATION, AND APPLY FREE-MARKET APPROACHES TO ECONOMIC ISSUES. THE CENTER RELEASED CORPORATE INCOME TAX ELASTICITY: HOW REPUBLICANS CAN HAVE LOWER TAX RATES AND DEMOCRATS CAN COLLECT MORE TAX REVENUE! FOR THE YEAR ENDED 12/31/2012, THE ORGANIZATION RECEIVED APPROXIMATELY $495,000 OF CONTRIBUTIONS FROM THE TEXAS PUBLIC POLICY FOUNDATION AS PART OF THE LAFFER CENTER AT PRI. 564898 GENERAL PROGRAM AND MARKETING EXPENSES 1137299 2410789 1 1 0 0 0 0 0 0 0 0 1 1 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 0 0 0 0 1 58 0 1 14 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 1.00 X 0 0 0 ROBERT J ERNST III 1.00 X 0 0 0 JAMES T FARRELL 1.00 X 0 0 0 PETER C FARRELL PHD 1.00 X 0 0 0 CLARK S JUDGE 1.00 X 0 0 0 DANIEL M KOLKEY 1.00 X 0 0 0 THOMAS C MAGOWAN 1.00 X 0 0 0 NERSI NAZARI 1.00 X 0 0 0 DANIEL OLIVER 1.00 X 0 0 0 GEORGE M SAVAGE MD 1.00 X 0 0 0 RICHARD A WALLACE 1.00 X 0 0 0 CHRISTOPHER WRIGHT 1.00 X 0 0 0 SARA C PIPES 40.00 X X 344522 0 11520 CHRISTOPHER COX 1.00 X 0 0 0 SANDRA E GALE 1.00 X 0 0 0 THEODORE W ULLYOT 1.00 X 0 0 0 RUSSELL A JOHNSON 1.00 X 0 0 0 CHRISTINE HUGHES 40.00 X 147923 0 12301 ROWENA ITCHON 40.00 X 150900 0 4899 LANCE T IZUMI 40.00 X 161000 0 0 804345 0 28720 4 0 1 0 KEYBRIDGE COMMUNICATIONS 1722-A WISCONSIN AVE NW 21 WASHINGTON DC 20007 PUBLIC RELATIONS 247258 1 161802 4503589 729479 4665391 CONFERENCE FEES 611600 39621 39621 39621 3463 3463 6645 6645 336455 1040 336542 4583 -87 -3543 -3630 -3630 115898 161802 115898 0 15608 0 15608 15608 OTHER INCOME 541700 98 98 98 4727196 55327 0 6478 833064 519409 119932 193723 529895 302642 91654 135599 45308 19912 12635 12761 81530 46780 13471 21279 22692 22692 42680 42680 150 150 516622 516622 86499 26409 40971 19119 90698 22102 9375 59221 306828 183039 48954 74835 22887 105 22782 100552 29749 70803 120994 63690 31264 26040 24386 13085 4941 6360 PUBLICATIONS & NEWSLETT 560233 537082 23151 PRODUCTIONS AND PROGRAM 125114 125114 DIRECT MAIL PROGRAM 66971 66971 DEVELOPMENT OUTREACH 17288 17288 15607 5049 2802 7756 3609998 2410789 464303 734906 75220 155292 2559826 3491468 874485 604855 15893 3102 5907 0 27067 36868 438023 335906 193368 102117 17675 411755 64189 60211 3833630 4865668 383034 296731 383034 296731 X 1273879 1557444 2176717 3011493 3450596 4568937 3833630 4865668 1117198 1143 0 X X 0 1 X 1 0 X 3842590 4510313 3802879 4605681 4665391 21426854 3842590 4510313 3802879 4605681 4665391 21426854 21426854 96777 43579 44470 100925 10108 295859 3205 129 98 3432 21726145 82867 0.98620 0.98160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 127604 79001 48603 108112 88099 20013 202307 168806 33501 102117 MUTUAL FUNDS 13670 F EQUITY SECURITIES 398085 F 411755 X 4844237 1143 115898 117041 4727196 0 4727196 3725896 115898 115898 3609998 0 3609998 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 2009 THROUGH 2012 TAX YEARS BY FEDERAL TAXING AUTHORITIES AND FOR THE 2008 THROUGH 2012 TAX YEARS BY STATE TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 115,898. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 115,898. GALA 277700 161802 115898 51683 64215 277700 161802 115898 51683 64215 115898 0 X X X X X 0 0 0 0 0 0 0 0 0 SARA C PIPES 344522 0 0 0 0 0 0 0 11520 0 356042 0 0 0 CHRISTINE HUGHES 147923 0 0 0 0 0 0 0 12301 0 160224 0 0 0 ROWENA ITCHON 150900 0 0 0 0 0 0 0 4899 0 155799 0 0 0 LANCE T IZUMI 161000 0 0 0 0 0 0 0 0 0 161000 0 0 0 X 2 729479 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 MAKE 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 YEAR.