2023-11-14T10:03:25-06:00 2022-12-31 882730877 CHERRY BEKAERT ADVISORY LLC 6116 EXECUTIVE BLVD STE 600 ROCKVILLE MD 20852 990 2022-01-01 831567380 DEFENDING DEMOCRACY TOGETHER INSTITUTE DEFE 7032619635 1100 VERMONT AVE NW 10TH FLOOR WASHINGTON DC 20005 WILLIAM KRISTOL PRESIDENT 7032619635 2023-11-13 1 WILLIAM KRISTOL 999009999 0 PAULA WENDLING P00536805 3015899000 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X REPUBLIC AFFAIRS INNOVATE FOR DEMOCRACY LYCEUM LABS WILLIAM KRISTOL 1100 VERMONT AVE NW 10TH FLOOR WASHINGTON DC 20005 3378497 0 X N/A X 2018 DC THE INSTITUTE IS DEDICATED TO ELEVATING AND ASSEMBLING PRO-DEMOCRACY VOICES IN AN (CONTINUED) EFFORT TO EDUCATE THE PUBLIC ABOUT THE ESSENTIAL FUNCTION AND VALUE OF AMERICAN DEMOCRACY AND TO ENCOURAGE INNOVATIVE THINKING ABOUT HOW TO SOLVE THE EMERGING CHALLENGES FACING AMERICA. 3 3 2 0 0 0 2070004 3377994 0 0 100299 503 55920 0 2226223 3378497 0 0 0 0 1089360 456060 0 0 21069 561607 99313 1650967 555373 575256 2823124 3543576 6357103 48707 39110 3494869 6317993 X TO ELEVATE AND ASSEMBLE PRO-DEMOCRACY VOICES IN AN EFFORT TO EDUCATE THE PUBLIC ABOUT THE ESSENTIAL FUNCTION AND VALUE OF AMERICAN DEMOCRACY AND TO ENCOURAGE INNOVATIVE THINKING ABOUT HOW TO SOLVE THE EMERGING CHALLENGES FACING AMERICA. 0 0 238146 THE DEFENDING DEMOCRACY TOGETHER INSTITUTE'S LYCEUM LABS PROJECT LAUNCHED ITS WORK IN 2022. MUCH OF ITS INITIAL EFFORTS THUS FOCUSED ON MEETING AND ENGAGING WITH A WIDE RANGE OF POTENTIAL PARTNERS AND SUPPORTERS OF ITS WORK. SUBSTANTIVELY, LYCEUM LABS FOCUSED ON TWO MAIN PROJECTS. THE FIRST WAS PLANNING, HOSTING AND UNDERWRITING A DECEMBER 12, 2022 IN-PERSON AND VIRTUAL EVENT ON "SUCCESS THE STATES: HOW OUTSTANDING STATE LAWMAKERS LEAD AND GOVERN." PARTICIPANTS INCLUDED A BIPARTISAN GROUP OF STATE LAWMAKERS FROM OKLAHOMA, OREGON, AND FLORIDA AS WELL AS THE LEADERS OF NONPROFIT PARTNERS AT THE CENTER FOR EFFECTIVE LAWMAKING (BASED AT THE UNIVERSITY OF VIRGINIA AND VANDERBILT UNIVERSITY), THE LEVIN CENTER FOR OVERSIGHT AND DEMOCRACY (BASED AT WAYNE STATE UNIVERSITY), AND THE MILLENNIAL ACTION PROJECT. THE SECOND MAIN PROJECT WAS WORKING WITH SEVERAL NONPROFIT PARTNERS TO DEVELOP THE INITIAL PLANS FOR AND LINE UP THE SCHOLARS WHO WOULD PARTICIPATE IN THE "MORE PARTIES, BETTER PARTIES" CONFERENCE HELD AT STANFORD UNIVERSITY EARLIER THIS YEAR. LYCEUM LABS PLANNED THE EVENT WITH OTHER CO-HOST ORGANIZATIONS INCLUDING THE CENTER FOR BALLOT FREEDOM, NEW AMERICA'S POLITICAL REFORM PROGRAM, PROTECT DEMOCRACY, AND STANFORD'S CENTER FOR DEMOCRACY, DEVELOPMENT, AND THE RULE OF LAW. 95416 THE INSTITUTE CONTINUED ITS EFFORTS TO ASSEMBLE PRO-DEMOCRACY VOICES IN AN EFFORT TO EDUCATE THE PUBLIC ABOUT THE ESSENTIAL FUNCTION AND VALUE OF AMERICAN DEMOCRACY AND TO ENCOURAGE INNOVATIVE THINKING ABOUT HOW TO SOLVE THE EMERGING CHALLENGES FACING AMERICA. 83719 THE PRESIDENTIAL REFORM PROJECT (PRP) WAS A NON-PARTISAN PROJECT DEDICATED TO ANALYSIS OF THE MANIFOLD GAPS, AMBIGUITIES, AND WEAKNESSES IN THE LAWS AND NORMS GOVERNING THE CONTEMPORARY PRESIDENCY, AND TO THE PATHWAYS TO REFORM. PRP RAN COMMUNICATIONS CAMPAIGNS AND PUBLISHED ORIGINAL WRITINGS ABOUT THE IMPORTANCE OF EXECUTIVE REFORM ISSUES. 417281 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 9 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 1 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 AL AK AR CA CO CT DC FL GA HI IL KS KY ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WI NV X LONGWELL PARTNERS INC 2028006948 1100 VERMONT AVE NW 10TH FLOOR WASHINGTON DC 20005 WILLIAM KRISTOL PRESIDENT 2.00 X X 500 0 0 JOHN STUBBS SECRETARY/TREASURER 0.15 X X 500 0 0 RACHEL HOFF DIRECTOR 0.15 X 500 0 0 SARAH LONGWELL EXECUTIVE DIRECTOR 5.00 X 12000 0 0 DANIEL STID SR. PROGRAM DIRECTOR 40.00 X 187500 0 0 201000 0 0 1 0 1 0 LONGWELL PARTNERS INC 1100 VERMONT AVE NW 10TH FLOOR WASHINGTON DC 20005 ADVERTISING, COMMUNICATIONS, RESEARCH, A 243094 1 3377994 3377994 503 503 3378497 0 0 503 13500 1500 12000 241871 190189 51507 175 187500 187500 13189 11997 1192 2259 500 1759 22375 22375 24273 2114 15678 6481 265 247 18 9779 1003 8680 96 32585 22756 9829 102 102 5274 176 5098 TAXES, LICENSES AND FEE 1762 500 155 1107 PUBLICATIONS 607 546 61 MISCELLANEOUS 23 23 PENALTIES AND VIOLATION 9 9 555373 417281 117023 21069 131152 165301 3412323 6191190 130 482 0 0 101 0 3543576 6357103 48707 39110 48707 39110 X 3424857 5017943 70012 1300050 3494869 6317993 3543576 6357103 2823124 0 X 0 1 X 1 0 X 150200 2993619 2860157 2070004 3377994 11451974 150200 2993619 2860157 2070004 3377994 11451974 4704685 6747289 170 217 299 503 1189 11453163 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 555373 555373 108306 27077 0 0 211151 231508 232548 108306 783513 1175270 52788 57877 58137 27077 195879 293819 0 X 3378497 0 3378497 0 3378497 555373 0 555373 0 555373 PART X, LINE 2: MANAGEMENT HAS EVALUATED THE EFFECT OF GUIDANCE PROVIDED BY U.S. GAAP ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT BELIEVES THE INSTITUTE CONTINUES TO SATISFY THE REQUIREMENTS OF A TAX-EXEMPT ORGANIZATION AT DECEMBER 31, 2022. MANAGEMENT HAS EVALUATED ALL OTHER TAX POSITIONS THAT COULD HAVE A SIGNIFICANT EFFECT ON THE FINANCIAL STATEMENTS AND DETERMINED THE INSTITUTE HAD NO UNCERTAIN INCOME TAX POSITIONS AT DECEMBER 31, 2022. 0 0 0 0 0 0 0 0 0 DANIEL STID SR. PROGRAM DIRECTOR 150000 0 0 0 37500 0 0 0 0 0 187500 0 0 0 LONGWELL PARTNERS INC SEE PART V 241871 SEE PART V 0 PART IV, COLUMN (B) - DESCRIPTION OF RELATIONSHIP: ENTITY MORE THAN 35% OWNED BY SARAH LONGWELL, EXECUTIVE DIRECTOR PART IV, COLUMN (D) - DESCRIPTION OF TRANSACTIONS: SERVICES PROVIDED INCLUDE RESEARCH AND MONITORING/ANALYSIS ON ISSUES IMPORTANT TO THE ORGANIZATION, ADVERTISING, PUBLIC AND MEDIA RELATIONS, PROGRAM MANAGEMENT AND PROMOTION OF INFORMATION TO THE PUBLIC, ACCOUNTING AND FINANCIAL OPERATIONS, MANAGEMENT, GENERAL AND ADMINISTRATIVE, MEETING PLANNING, AND ADDITIONAL SERVICES AS NEEDED IN MEETING THE OBJECTIVE OF DEFENDING DEMOCRACY TOGETHER INSTITUTE IN FULFILLMENT OF ITS MISSION AND EXEMPT PURPOSE. FORM 990, PART VI, SECTION A, LINE 3 LONGWELL PARTNERS INC. WAS THE MANAGEMENT COMPANY FOR DEFENDING DEMOCRACY TOGETHER INSTITUTE DURING 2022. SARAH LONGWELL, EXECUTIVE DIRECTOR OF DEFENDING DEMOCRACY TOGETHER INSTITUTE, WAS COMPENSATED AS AN EMPLOYE OF LONGWELL PARTNERS INC. DURING 2022. DUE TO THE ORGANIZATION'S ESTABLISHED ACCOUNTING AND FINANCIAL CONTROL PROCESSES, WHICH HAVE BEEN APPROVED BY AN INDEPENDENT ACCOUNTING FIRM, THE CONFIDENTIAL COMPENSATION INFORMATION IS UNAVAILABLE TO THE PREPARER AND THE SIGNING OFFICER. FORM 990, PART VI, SECTION A, LINE 8B DEFENDING DEMOCRACY TOGETHER INSTITUTE DID NOT ESTABLISH ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY IN 2022. FORM 990, PART VI, SECTION B, LINE 11B DEFENDING DEMOCRACY TOGETHER INSTITUTE'S FORM 990 WAS REVIEWED BY MANAGEMENT AND MEMBERS OF THE GOVERNING BODY. COMMENTS WERE ADDRESSED BEFORE THE RETURN WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C DEFENDING DEMOCRACY TOGETHER INSTITUTE REQUIRES THE OFFICERS AND DIRECTORS TO READ AND SIGN THE POLICY AND TO DISCLOSE ANY CONFLICTS OF INTEREST THEY MAY HAVE TO THE ENTIRE BOARD. THE BOARD THEN DECIDES WHETHER OR NOT THERE EXISTS A CONFLICT. ANY OFFICERS OR BOARD MEMBERS WITH CONFLICTS ARE RECUSED FROM VOTING UPON ISSUES INVOLVING THEIR PARTICULAR CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 DEFENDING DEMOCRACY TOGETHER INSTITUTE REQUIRES THAT COMPENSATION FOR THE DIRECTORS AND EMPLOYEES BE REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS; PERSON WITH CONFLICTS OF INTEREST REGARDING THE COMPENSATION ARRANGEMENT AT ISSUE ARE RECUSED. CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING ARE MAINTAINED WITH RESPECT TO DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. FORM 990, PART VI, SECTION C, LINE 19 DEFENDING DEMOCRACY TOGETHER INSTITUTE DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION. COPIES OF ITS 990S ARE MADE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S HEADQUARTERS IN WASHINGTON DC AS REQUIRED BY LAW.