FIRST LIBERTY INSTITUTE: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
FIRST LIBERTY INSTITUTE (EIN 75-1403169)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-03-13
IRS object ID
202640729349300134
Schema version
2024v5.5
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)
Return2026-03-13T13:53:23-05:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN050568611PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SST ACCOUNTANTS & CONSULTANTS PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line112720 HILLCREST ROAD SUITE 500AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP752302039ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN751403169EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FIRST LIBERTY INSTITUTEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFIRSBusinessNameControlTxt
Phone9729414444PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12001 W PLANO PARKWAY 1600AddressLine1Txt
CityPLANOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75075ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAUSTIN WAUGHPersonNm
Person TitleCFOPersonTitleTxt
Phone9729414444PhoneNum
Signature2026-03-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEANETTE VERRELLIPreparerPersonNm
PTINP00742631PTIN
Phone9723921143PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1FIRST LIBERTYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerKELLY SHACKELFORDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12001 W PLANO PARKWAY 1600AddressLine1Txt
CityPLANOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75075ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$29,943,421GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.FIRSTLIBERTY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1972FormationYr
Legal Domicile StateTXLegalDomicileStateCd
Activity Or MissionFIRST LIBERTY INSTITUTE PROVIDES PRO BONO LEGAL SERVICES TO ADVANCE AND DEFEND RELIGIOUS LIBERTY FOR INDIVIDUALS, CHURCHES, AND OTHER MINISTRIES AND ORGANIZATIONS.ActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee113TotalEmployeeCnt
Total Volunteers150TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$21,203,306PYContributionsGrantsAmt
CY Contributions Grants$26,901,638CYContributionsGrantsAmt
PY Program Service Revenue$352,591PYProgramServiceRevenueAmt
CY Program Service Revenue$1,900,359CYProgramServiceRevenueAmt
PY Investment Income$586,444PYInvestmentIncomeAmt
CY Investment Income$528,479CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$22,142,341PYTotalRevenueAmt
CY Total Revenue$29,330,476CYTotalRevenueAmt
PY Grants And Similar Paid$164,600PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$154,918CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$13,648,210PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$13,583,275CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$244,131PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$284,123CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$3,063,535CYTotalFundraisingExpenseAmt
PY Other Expenses$10,707,038PYOtherExpensesAmt
CY Other Expenses$12,399,792CYOtherExpensesAmt
PY Total Expenses$24,763,979PYTotalExpensesAmt
CY Total Expenses$26,422,108CYTotalExpensesAmt
PY Revenues Less Expenses-$2,621,638PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,908,368CYRevenuesLessExpensesAmt
Total Assets BOY$22,659,438TotalAssetsBOYAmt
Total Assets EOY$25,253,403TotalAssetsEOYAmt
Total Liabilities BOY$3,787,867TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,419,859TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$18,871,571NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$21,833,544NetAssetsOrFundBalancesEOYAmt
MissionFIRST LIBERTY INSTITUTE PROVIDES PRO BONO LEGAL SERVICES TO ADVANCE AND DEFEND RELIGIOUS LIBERTY FOR INDIVIDUALS, CHURCHES, AND OTHER MINISTRIES AND ORGANIZATIONS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$10,501,268ExpenseAmt
Grant$10,000GrantAmt
Revenue$1,745,809RevenueAmt
DescLEGAL: FIRST LIBERTY INSTITUTE (FLI) PROVIDES PRO-BONO LEGAL SERVICES TO ADVANCE AND DEFEND RELIGIOUS LIBERTY FOR INDIVIDUALS, CHURCHES, SYNAGOGUES, AND OTHER RELIGIOUS MINISTRIES. DURING 2024-2025 FLI REPRESENTED PLAINTIFFS IN 101 CASES AND ADMINISTRATIVE PROCEEDINGS FILED THROUGHOUT THE UNITED STATES, HELPING PROTECT THE RELIGIOUS LIBERTY OF INDIVIDUALS, CHURCHES, SYNAGOGUES, AND OTHER RELIGIOUS MINISTRIES.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$10,269,190ExpenseAmt
Grant$144,918GrantAmt
Revenue$154,550RevenueAmt
DescEDUCATION: REACHING AND EDUCATING THE PUBLIC ABOUT KEY ISSUES AND LEGAL CASES THAT IMPACT THEIR RELIGIOUS LIBERTIES. THROUGH USE OF VIDEO, WEBSITES, SPEAKING ENGAGEMENTS, LETTERS, AND COLLATERAL MATERIALS, WE REACH TARGET AUDIENCES WITH IMPORTANT INFORMATION AND EMPOWER THEM TO TAKE ACTION.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$20,770,458TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
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 FundraisingYes (1)ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
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 MemYes (1)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
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 Document117IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee113EmployeeCnt
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
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
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 PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AUSTIN WAUGH CFOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9729414444PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12001 W PLANO PKWY 1600AddressLine1Txt
CityPLANOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75075ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
TIM DUNN
VICE CHAIR EXEC COMM/BOARD MEMBER1.00Yes (X)Yes (X)$0$0$0
MARK COVER
CHAIR EXEC COMM/BOARD MEMBER1.00Yes (X)Yes (X)$0$0$0
AL ANGELL
EXEC COMM/BOARD MEMBER1.00Yes (X)$0$0$0
JAMES ROBERTSON
EXEC COMM/BOARD MEMBER1.00Yes (X)$0$0$0
PAT CLINE
BOARD MEMBER1.00Yes (X)$0$0$0
DEBORAH MUSE CARLSON
BOARD MEMBER1.00Yes (X)$0$0$0
DALE BROWN
EXEC COMM/BOARD MEMBER/SECRETARY1.00Yes (X)Yes (X)$0$0$0
JOHN BARTLEY
BOARD MEMBER1.00Yes (X)$0$0$0
PAT DANIELS
BOARD MEMBER1.00Yes (X)$0$0$0
JODY THORNTON
BOARD MEMBER1.00Yes (X)$0$0$0
DAVID MOORE
BOARD MEMBER1.00Yes (X)$0$0$0
KELLY SHACKELFORD
PRESIDENT/CEO55.00Yes (X)$588,889$0$38,153
DAVID HOLMES
COO/CFO/EVP55.00Yes (X)$468,753$0$38,890
JEFF MATEER
CLO/EVP55.00Yes (X)$427,569$0$37,613
STEVE PURDUM
CHIEF DEVELOPMENT OFFICER55.00$196,067$0$17,218Yes (X)
HIRAM S SASSER
EXEC. GEN. COUNSEL55.00$300,905$0$31,124Yes (X)
DAVID HACKER
VP LITIGATION/SR. COUNSEL55.00$284,965$0$34,236Yes (X)
REBECCA DUMMERMUTH
COUNSEL55.00$258,186$0$29,353Yes (X)
JEREMY DYS
SENIOR COUNSEL55.00$201,462$0$24,654Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,726,796TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$251,241TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K44IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
DUNHAM AND COMPANY
6111 W PLANO PARKWAY 2200PLANOTX75093DIGITAL CONSULTING$1,104,039
IMPACT
4600 LYNDALE AVE NMINNEAPOLISMN55412CONSULTING$664,186
VERITAS GENERAL CONTRACTORS
16250 KNOLL TRAIL 111DALLASTX75248GENERAL CONTRACTING$419,946
TODD DEXTER & ASSOCIATES
17950 PRESTON RD 340DALLASTX75075CONSULTING$342,455
BESPEAK NETWORK
401 CONGRESS AVE 2650AUSTINTX78701DIGITAL PROMOTION$250,000
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K10CntrctRcvdGreaterThan100KCnt
All Other Contributions$26,901,638AllOtherContributionsAmt
Noncash Contributions$606,280NoncashContributionsAmt
Total Contributions$26,901,638TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ATTORNEY FEE AWARDS541100$1,745,809$1,745,809
PROGRAM REGISTRATION FEES541100$154,550$154,550
FieldValueIRS element (for citing)
Total Program Service Revenue$1,900,359TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$522,942TotalRevenueColumnAmt
Exclusion$522,942ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$610,266SecuritiesAmt
Other$8,216OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$612,945SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$2,679SecuritiesAmt
Other$8,216OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,537TotalRevenueColumnAmt
Exclusion$5,537ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$29,330,476TotalRevenueColumnAmt
Related Or Exempt Func Income$1,900,359RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$528,479ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$154,918TotalAmt
Program Services$154,918ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,655,730TotalAmt
Program Services$1,336,536ProgramServicesAmt
Management And General$156,298ManagementAndGeneralAmt
Fundraising$162,896FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$269,020TotalAmt
Program Services$216,955ProgramServicesAmt
Management And General$25,454ManagementAndGeneralAmt
Fundraising$26,611FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$9,517,665TotalAmt
Program Services$7,675,640ProgramServicesAmt
Management And General$900,529ManagementAndGeneralAmt
Fundraising$941,496FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$337,832TotalAmt
Program Services$272,704ProgramServicesAmt
Management And General$27,433ManagementAndGeneralAmt
Fundraising$37,695FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,003,057TotalAmt
Program Services$809,686ProgramServicesAmt
Management And General$81,452ManagementAndGeneralAmt
Fundraising$111,919FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$799,971TotalAmt
Program Services$645,752ProgramServicesAmt
Management And General$64,960ManagementAndGeneralAmt
Fundraising$89,259FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$693,210TotalAmt
Program Services$603,351ProgramServicesAmt
Management And General$89,859ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$35,393TotalAmt
Management And General$35,393ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$111,821TotalAmt
Program Services$111,821ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$284,123TotalAmt
Fundraising$284,123FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,964,669TotalAmt
Program Services$1,751,761ProgramServicesAmt
Management And General$212,908ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,619,446TotalAmt
Program Services$2,114,465ProgramServicesAmt
Management And General$165,383ManagementAndGeneralAmt
Fundraising$339,598FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$939,888TotalAmt
Program Services$651,234ProgramServicesAmt
Management And General$166,498ManagementAndGeneralAmt
Fundraising$122,156FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,097,325TotalAmt
Program Services$768,899ProgramServicesAmt
Management And General$63,802ManagementAndGeneralAmt
Fundraising$264,624FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$641,515TotalAmt
Program Services$323,139ProgramServicesAmt
Management And General$270,381ManagementAndGeneralAmt
Fundraising$47,995FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,308,191TotalAmt
Program Services$1,014,096ProgramServicesAmt
Management And General$76,063ManagementAndGeneralAmt
Fundraising$218,032FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,574,259TotalAmt
Program Services$1,220,350ProgramServicesAmt
Management And General$91,533ManagementAndGeneralAmt
Fundraising$262,376FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$424,186TotalAmt
Program Services$302,137ProgramServicesAmt
Management And General$74,719ManagementAndGeneralAmt
Fundraising$47,330FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$242,393TotalAmt
Program Services$193,621ProgramServicesAmt
Management And General$38,256ManagementAndGeneralAmt
Fundraising$10,516FundraisingAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescPRINTING & PUBLICATIONSDesc
Total$747,496TotalAmt
Program Services$603,393ProgramServicesAmt
Management And General$47,194ManagementAndGeneralAmt
Fundraising$96,909FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$26,422,108TotalAmt
Program Services$20,770,458ProgramServicesAmt
Management And General$2,588,115ManagementAndGeneralAmt
Fundraising$3,063,535FundraisingAmt
FieldValueIRS element (for citing)
Joint CostsYes (X)JointCostsInd

Total Joint Costs TotalJointCostsGrp

FieldValueIRS element (for citing)
Total$1,702,306TotalAmt
Program Services$966,500ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$735,806FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,703,539BOYAmt
EOY$5,408,818EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$12,733,799BOYAmt
EOY$12,845,741EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$200,000EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$44,633EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$672,687BOYAmt
EOY$1,156,853EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$4,305,528LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,919,877LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,075,330BOYAmt
EOY$2,385,651EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$3,474,083BOYAmt
EOY$3,211,707EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$22,659,438BOYAmt
EOY$25,253,403EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$903,593BOYAmt
EOY$859,318EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
EOY$88,300EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,884,274BOYAmt
EOY$2,472,241EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,787,867BOYAmt
EOY$3,419,859EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$17,935,517BOYAmt
EOY$19,920,607EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$936,054BOYAmt
EOY$1,912,937EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$18,871,571BOYAmt
EOY$21,833,544EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$22,659,438BOYAmt
EOY$25,253,403EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$2,908,368ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$53,605NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
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)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$18,813,950CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$25,904,532CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$23,962,072CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$21,203,306CurrentTaxYearMinus1YearAmt
Current Tax Year$26,901,638CurrentTaxYearAmt
Total$116,785,498TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$18,813,950CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$25,904,532CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$23,962,072CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$21,203,306CurrentTaxYearMinus1YearAmt
Current Tax Year$26,901,638CurrentTaxYearAmt
Total$116,785,498TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$116,785,498PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$47,999CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$24,778CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$356,135CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$586,444CurrentTaxYearMinus1YearAmt
Current Tax Year$522,943CurrentTaxYearAmt
Total$1,538,299TotalAmt
FieldValueIRS element (for citing)
Total Support$118,323,797TotalSupportAmt
Gross Receipts Rltd Activities$2,316,645GrossReceiptsRltdActivitiesAmt
Public Support CY1700.98700PublicSupportCY170Pct
Public Support PY1700.98750PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

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 C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$111,821FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$111,821FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$26,310,288FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$26,422,109FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$45,962CurrentYearMinus3Amt
Current Year Minus2$36,589CurrentYearMinus2Amt
Current Year Minus1$145,108CurrentYearMinus1Amt
Current Year$111,821CurrentYearAmt
Total$339,480TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$45,962CurrentYearMinus3Amt
Current Year Minus2$36,589CurrentYearMinus2Amt
Current Year Minus1$145,108CurrentYearMinus1Amt
Current Year$111,821CurrentYearAmt
Total$339,480TotalAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,191,520OtherCostOrOtherBasisAmt
Depreciation$977,220DepreciationAmt
Book Value$1,214,300BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,970,588OtherCostOrOtherBasisAmt
Depreciation$878,704DepreciationAmt
Book Value$1,091,884BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$143,420OtherCostOrOtherBasisAmt
Depreciation$63,953DepreciationAmt
Book Value$79,467BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,385,651TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
RIGHT OF USE ASSET$2,346,497
CASH SURRENDER VALUE OF LIFE INSURANCE$812,463
SECURITY DEPOSIT$52,747
FieldValueIRS element (for citing)
Total Book Value Other Assets$3,211,707TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescLEASE LIABILITIESDesc
Amt$2,472,241Amt
FieldValueIRS element (for citing)
Total Liability$2,472,241TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$29,849,100TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$53,605NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$465,019DonatedServicesAndUseFcltsAmt
Revenue Not Reported$518,624RevenueNotReportedAmt
Revenue Subtotal$29,330,476RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$29,330,476TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$26,887,127TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$465,019DonatedServicesUseFcltsAmt
Expenses Not Reported$465,019ExpensesNotReportedAmt
Expenses Subtotal$26,422,108ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$26,422,108TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationMANAGEMENT HAS CONCLUDED THAT ANY TAX POSITIONS THAT WOULD NOT MEET THE MORE-LIKELY-THAN-NOT CRITERION OF FASB ASC TOPIC 740-10, ACCOUNTING FOR INCOME TAXES, WOULD BE IMMATERIAL TO THE FINANCIAL STATEMENTS TAKEN AS A WHOLE. ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT INCLUDE ANY PROVISION FOR UNCERTAIN TAX POSITIONS, AND NO RELATED INTEREST OR PENALTIES HAVE BEEN RECORDED IN THE STATEMENTS OF ACTIVITIES OR ACCRUED IN THE STATEMENTS OF FINANCIAL POSITION. FEDERAL AND STATE TAX RETURNS OF THE INSTITUTE ARE GENERALLY OPEN TO EXAMINATION BY THE RELEVANT TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE DATE THE RETURNS ARE FILED.ExplanationTxt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
DUNHAM AND COMPANY
6111 W PLANO PARKWAY 2200PLANOTX75093DIGITAL CONSULTING0$4,964,413$1,068,692$3,895,721
TODD DEXTER & ASSOCIATES
1800 PRESTON PARK 250PLANOTX75093CONSULTATION0$1,533,994$434,492$1,099,502
FieldValueIRS element (for citing)
Total Gross Receipts$6,498,407TotalGrossReceiptsAmt
Total Retained By Contractors$1,503,184TotalRetainedByContractorsAmt
Total Net To Organization$4,995,223TotalNetToOrganizationAmt
Licensed StatesAKLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART IFormAndLineReferenceDesc
ExplanationOTHER: PART I, ITEM 3 -- EXEMPT FROM LICENSING: AL, AR, CT, FL, IL, KS, LA, ME, MO, NM, NY, OK, OR, RI OTHER: PART I, ITEM 2, COLUMN V: AMOUNTS SHOWN ARE TOTAL PAYMENTS TO VENDORS AND INCLUDE AMOUNTS PAID FOR POSTAGE, PRINTING, LIST RENTALS AND OTHER EXPENSES.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
US SUPREME COURT HISTORICAL SOCIETY
224 E CAPITOL ST NEWASHINGTONDC20003237420574501C3$15,000$0GENERAL SUPPORT
COUNCIL FOR NATIONAL POLICY
444 NORTH CAPITOL STREET NW SUITEWASHINGTONDC20001720921017501C3$36,500$0GENERAL SUPPORT830
NATIONAL ASSOCIATION OF CHRISTIAN LAW MAKERS
PO BOX 10388CONWAYAR72034841804670501C3$10,000$0GENERAL SUPPORT
JAMES WILSON INSTITUTE
124 S WEST ST SUITE 200ALEXANDRIAVA22314411970028501C3$28,418$0GENERAL SUPPORT
FAMILY POLICY FOUNDATION
8675 EXPLORER DRIVE SUITE 112COLORADO SPRINGSCO80920464577178501C3$50,000$0GENERAL SUPPORT
FAMILY RESEARCH COUNCIL
801 G STREET NWWASHINGTONDC20001521792772501C3$15,000$0GENERAL SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org6Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationGRANTS ARE MONITORED PERIODICALLY THROUGH REQUESTED ACTIVITY REPORTS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
KELLY SHACKELFORD
PRESIDENT/CEO$465,031$0$123,858$0$0$0$20,700$0$17,453$0$627,042$0$0$0
DAVID HOLMES
COO/CFO/EVP$381,554$0$87,199$0$0$0$20,700$0$18,190$0$507,643$0$0$0
JEFF MATEER
CLO/EVP$347,633$0$79,936$0$0$0$20,700$0$16,913$0$465,182$0$0$0
HIRAM S SASSER
EXEC. GEN. COUNSEL$259,616$0$41,289$0$0$0$19,638$0$11,486$0$332,029$0$0$0
DAVID HACKER
VP LITIGATION/SR. COUNSEL$236,460$0$48,505$0$0$0$18,689$0$15,547$0$319,201$0$0$0
REBECCA DUMMERMUTH
COUNSEL$235,415$0$22,771$0$0$0$11,093$0$18,260$0$287,539$0$0$0
JEREMY DYS
SENIOR COUNSEL$155,754$0$45,708$0$0$0$7,176$0$17,478$0$226,116$0$0$0
STEVE PURDUM
CHIEF DEVELOPMENT OFFICER$154,285$0$41,782$0$0$0$0$0$17,218$0$213,285$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 1AFormAndLineReferenceDesc
ExplanationTRAVEL FOR COMPANIONS IS PROVIDED WHEN THE COMPANION'S ATTENDANCE AT MEETINGS, CONFERENCES, AND EVENTS HAS A BONA FIDE BUSINESS PURPOSE TO THE ORGANIZATION. THIS IS NOT TREATED AS TAXABLE COMPENSATION. THESE EXPENSES ARE NOT LIMITED TO OFFICERS, KEY EMPLOYEES, AND HIGHLY COMPENSATED INDIVIDUALS, BUT ARE AVAILABLE TO ALL EMPLOYEES IN THE SITUATIONS DESCRIBED. ADDITIONALLY, TRAVEL FOR COMPANIONS MAY BE PROVIDED IN ACCORDANCE WITH THE ORGANIZATION'S POLICY FOR NON-BONA FIDE BUSINESS PURPOSES. IN THESE CASES, THIS IS TREATED AS TAXABLE INCOME.ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
NATHAN SHACKELFORD
FAMILY MEMBER OF KELLY SHACKELFORD$142,209COMPENSATION0
JO LISA HOLMES
FAMILY MEMBER OF DAVID HOLMES$126,811COMPENSATION0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution46ContributionCnt
Noncash Contributions Rpt F990$606,280NoncashContributionsRptF990Amt
Method Of Determining RevenuesSTOCK EXCHANGEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationSECURITIES - PUBLICLY TRADED - THE NUMBER OF CONTRIBUTIONS REPRESENT THE NUMBER OF CONTRIBUTIONS RECEIVED, NOT THE NUMBER OF ITEMS DONATED.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM. UPON COMPLETION, THE ORGANIZATION'S FINANCE TEAM REVIEWS THE FORM 990 THROUGH THE FOLLOWING PROCESS: 1) THE CFO AND ACCOUNTING TEAM MEMBERS COMPARE THE FORM 990 TO THE ANNUAL CORPORATE AUDIT AND INTERNAL FINANCIAL REPORTS. 2) A FINAL REVIEW OF CONTENT IS COMPLETED BY THE CFO AND COO. 3) OUTSIDE LEGAL COUNSEL ALSO REVIEWS THE FINAL DRAFT OF THE 990. 3) FOLLOWING THE ABOVE REVIEWS, THE FORM 990 IS DISTRIBUTED TO THE PRESIDENT AND CEO AND THE MEMBERS OF THE BOARD FINANCE COMMITTEE FOR REVIEW. 4) FOLLOWING THE FINANCE COMMITTEE'S REVIEW, THE 990 IS DISTRIBUTED TO THE FULL BOARD FOR REVIEW (CHANGES AND CORRECTIONS FROM THE ABOVE ARE ADDRESSED AT EACH STEP). 5) FOLLOWING THE ABOVE, THE CFO SIGNS AND INSTRUCTS THE FORM 990 TO BE FILED WITH THE IRS. 6) UPON FILING WITH THE IRS, FIRST LIBERTY'S FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION AND DISTRIBUTION TO THE STATE GOVERNING BODIES, FOUNDATIONS, AND OTHER REQUESTING ENTITIES.
FORM 990, PART VI, SECTION B, LINE 12CMEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO SIGN THE CONFLICT OF INSTEREST POLICY AND DISCLOSE ANY CONFLICTS OF INTEREST ON AN ANNUAL BASIS. THE ORGANIZATION CONDUCTS PERIODIC REVIEWS TO ENSURE OPERATIONS ARE CONSISTENT WITH ITS CHARITABLE PURPOSES. DIRECTORS SHALL REPORT POSSIBLE CONFLICTS OF INTEREST TO THE CHAIRMAN OF THE BOARD OF DIRECTORS AND THE CFO PRIOR TO ANY ACTION ON A TRANSACTION BY THE ORGANIZATION THAT MAY HAVE A POSSIBLE CONFLICT. UPON REPORT OF A POSSIBLE CONFLICT, THE BOARD OF DIRECTORS SHALL CONDUCT AN INVESTIGATION AND DETERMINE WHETHER A CONFLICT OF INTEREST DOES EXIST AND WHETHER IT IS SUBSTANTIAL.
FORM 990, PART VI, SECTION B, LINE 15COMPENSATION IS ESTABLISHED AND SET BY THE ORGANIZATION'S INDEPENDENT BOARD OF DIRECTORS. THE BOARD HR/COMPENSATION COMMITTEE ANNUALLY REVIEWS AND APPROVES THE COMPENSATION OF THE ORGANIZATION'S CEO AND OFFICERS AND THEN RECOMMENDS THE APPROVED COMPENSATION TO THE FULL BOARD OF DIRECTORS FOR VOTE AND FINAL APPROVAL. THE BOARD EVALUATES THE COMPENSATION OF THE CEO AND OFFICERS AGAINST 990S OF OTHER ORGANIZATIONS AND 3RD PARTY COMPENSATION SURVEYS. COMPENSATION IS REVIEWED AND APPROVED BY A BOARD VOTE EACH JUNE AND THIS ACTION IS RECORDED IN THE MINUTES OF THE JUNE MEETING.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.

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