2023-09-21T20:30:03-05:00 2022-12-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2022-01-01 510235174 Leadership Institute LEAD 7032472000 1101 N Highland Street Arlington VA 22201 MORTON BLACKWELL President 7032472000 2023-09-18 1 MORTON BLACKWELL XXX-XX-XXXX 1 Yong Zhang CPA P01249785 7038930300 2023-09-13 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z Morton Blackwell 1101 N Highland Street Arlington VA 22201 39333585 0 X www.leadershipinstitute.org X 1979 VA Educate people for successful participation in government, politics and media. 12 11 212 499 17445 0 29817694 38600695 180574 142145 91776 96580 458256 410000 30548300 39249420 314205 967857 0 0 8673019 11475546 0 0 7426381 17031834 22032190 26019058 34475593 4529242 4773827 34291273 38296390 4709307 5103561 29581966 33192829 X Educate people for successful participation in government, politics and media. 1 0 11137042 1038 136942 Political Technology: Training youth leaders and provide education regarding the public policy process. 11863510 964798 5203 Campus Leadership Program: Fostering effective student organization on U.S. college campuses. Conducting leadership schools for members of these groups and other students, and helping students start newspapers on their campuses. 1792590 2021 Campusreform.org: Acting as a watchdog to the nation's higher education system, exposing bias and abuse on the nation's college campuses. Professional Journalists work alongside student activists and student journalists to report on the conduct and misconduct of university administrators, faculty, and students. 24793142 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 59 0 1 212 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 1 1 0 0 AK AL AR CA CO CT FL GA HI IL KS KY MA MD MN MO MS NC ND NH NJ NM NV NY OH OR PA RI SC TN UT VA WI WV X X X Andrew Bender 7032472000 1101 N Highland Street Arlington VA 22201 Morton Blackwell President 40.00 X X 330990 0 8338 Denny Daughtery First Vice President 1.00 X X 0 0 0 Ken Thornhill Second Vice President 1.00 X X 0 0 0 Craig Murphy Treasurer 1.00 X X 0 0 0 Ed Corrigan Secretary 1.00 X X 0 0 0 Patrick Pizzella Director 1.00 X 0 0 0 Fred Fowler Director 1.00 X 0 0 0 John Maxwell Director 1.00 X 0 0 0 Ryan Rhodes Director 1.00 X 0 0 0 Star Parker Director 1.00 X 0 0 0 Dario Paya Director 1.00 X 0 0 0 Justin Ouimette Director 1.00 X 0 0 0 John Davis VP for Growth and Development 40.00 X 396154 0 73975 Steven Sutton Senior Vice President 40.00 X 267750 0 42061 Mark Centofante VP of Technology and Operations 40.00 X 260378 0 66803 Sean McMahon ending 1122 VP for Finance and CFO 40.00 X 244324 0 64613 Bryan Bernys VP of Campus Leadership Program 40.00 X 226272 0 65401 David Fenner VP of Programs 40.00 X 226082 0 60367 Andrew Bender starting 1122 VP for Finance and CFO 40.00 X 34364 0 0 Courtney Trollinger Director of Major Gifts 40.00 X 190972 0 20425 Ronald Nehring Director of International Training 40.00 X 192500 0 37751 Robert Arnakis Sr Director of Domestic and International Training 40.00 X 163060 0 25422 Mitchell Nozka Director of International Training 40.00 X 147730 0 37657 Jim Johnston Creative Officer 40.00 X 144440 0 43227 Alexandra Knowles Partnership Advisor 40.00 X 117320 0 5650 2942336 0 551690 17 0 1 0 Morgan Meredith & Associates 22780 Indian Creek Dr Sterling VA 20166 Mailing 5781708 Planet Direct 11050 Challenger Ct Manassas VA 20109 printing and mailing 822266 Hacienda Litho 700 W Gary Ave Gilbert AZ 85299 Graphic design and printing 583573 Conrad Direct Inc 800 Kinderkamack Rd 307N Oradell NJ 07649 printing and mailing 391561 E2 Optics LLC 76 Inverness Dr East Ste A/B Englewood CO 80112 General contractor 269955 14 38600695 1692464 38600695 Tuition revenue 611710 136942 136942 Studio income 900099 5203 5203 142145 98297 98297 260958 0 260958 260958 260958 82448 84165 -1717 -1717 -1717 Other income 900099 149042 17445 131597 149042 39249420 142145 17445 489135 237811 237811 730046 730046 1931005 1207249 245593 478163 7770677 4858164 988304 1924209 589352 245134 170632 173586 522498 285326 106311 130861 662014 386556 108446 167012 112425 80462 31938 25 1150536 1073460 36223 40853 47855 47806 49 581549 442295 80842 58412 896245 612311 164415 119519 901791 606939 143303 151549 3470989 3292783 4359 173847 1293510 1384716 1378 -92584 4116 4116 486324 340428 48631 97265 72411 50688 7241 14482 Printing and publicatio 6466795 4669664 1151 1795980 Postage & Shipping 6347741 4177484 1324 2168933 Taxes 17841 9762 8079 Dues 12127 11857 270 169935 42201 103784 23950 34475593 24793142 2256070 7426381 X 10353168 8686621 0 1666547 11495142 15612841 248299 2337504 1184799 402883 5307 19789 2124926 4539265 16208822 8240211 8267787 7968611 7070398 6039541 50000 3844615 1375956 34291273 38296390 1802368 2941341 61366 49919 2845573 2112301 4709307 5103561 X 27598798 31073725 1983168 2119104 29581966 33192829 34291273 38296390 X 4773827 -1588344 425380 X X 0 1 X 1 0 X 14869266 17036706 23019099 29817694 38600695 123343460 14869266 17036706 23019099 29817694 38600695 123343460 123343460 446549 437054 370993 348673 359255 1962524 67770 39328 143575 192790 131597 575060 125881044 958116 0.97980 0.97480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4 650 4979746 1 1 1340733 107664 1448397 1241218 99515 1340733 1093321 147897 1241218 955232 138089 1093321 1044216 -88434 550 955232 1.00000 1 0 600300 600300 14423499 7324255 7099244 548889 438988 109901 636134 476968 159166 7968611 Gift annuity liability 2090355 Subtenant deposits 21946 2112301 X 38086456 -1588344 425380 -1162964 39249420 0 39249420 34475593 0 34475593 0 34475593 Part V, Line 4: The purpose of this endowment is to support the general mission of the Leadership Institute. Part X, Line 2: Management has evaluated the Institute's tax positions and concluded that the Institute had no significant uncertain tax positions at December 31, 2022 and 2021. Part XI, Line 2d - Other Adjustments: Change in gift annuity liability 425,380. Europe (Including Iceland & Greenland) 0 0 Program Services Educational Seminars 155304 North America 0 0 Program Services Educational Seminars 3232 Central America and the Caribbean 0 0 Program Services Educational Seminars 2859 East Asia and the Pacific 0 0 Program Services Educational Seminars 3983 Middle East and North Africa 0 0 Program Services Educational Seminars 4272 South America 0 0 Program Services Educational Seminars 2172 0 0 0 0 0 0 171822 0 171822 0 0 0 0 0 0 Part III Accounting Method: 1 Turning Point USA 4940 E Beverly Rd Phoenix AZ 85044 800835023 501c3 67059 0 Program Services Students for Life of America 1000 Winchester St Suite 301 Fredericksburg VA 22401 521576352 501c3 11617 0 Program Services Young Conservatives of Texas Foundation 8301 Lakeview Pkwy Suite 111 Rowlett TX 75088 020729586 501c3 5754 0 Program Services America's Future Foundation 1633 Connecticut Ave Suite 300 Washington DC 20009 521928321 501c3 6000 0 Program Support 4 0 Scholarships 179 730046 FMV Transportation and accommodations to attend LI traing and events Part I, Line 2: Grant funds are made to U.S. Organizations for use in the U.S. and are followed up on through reporting and correspondence. X 1 1 X X 1 0 0 0 0 0 0 0 0 John Davis VP for Growth and Development 346304 0 49850 0 0 0 45750 0 28225 0 470129 0 0 0 Morton Blackwell President 330990 0 0 0 0 0 0 0 8338 0 339328 0 0 0 Mark Centofante VP of Technology and Operations 228866 0 31512 0 0 0 39057 0 27746 0 327181 0 0 0 Steven Sutton Senior Vice President 250000 0 17750 0 0 0 40163 0 1898 0 309811 0 0 0 Sean McMahon ending 1122 VP for Finance and CFO 182294 0 35580 0 26450 0 36649 0 27964 0 308937 0 0 0 Bryan Bernys VP of Campus Leadership Program 192072 0 34200 0 0 0 33940 0 31461 0 291673 0 0 0 David Fenner VP of Programs 192240 0 33842 0 0 0 33912 0 26455 0 286449 0 0 0 Ronald Nehring Director of International Training 174762 0 17738 0 0 0 28875 0 8876 0 230251 0 0 0 Courtney Trollinger Director of Major Gifts 145122 0 45850 0 0 0 0 0 20425 0 211397 0 0 0 Robert Arnakis Sr Director of Domestic and Internat 152250 0 10810 0 0 0 24459 0 963 0 188482 0 0 0 Jim Johnston Creative Officer 134500 0 9940 0 0 0 21666 0 21561 0 187667 0 0 0 Mitchell Nozka Director of International Training 128333 0 19397 0 0 0 22160 0 15497 0 185387 0 0 0 Part I, Line 1a At the sole discretion and approval by the institute's president, an employee may fly first Class for an eligible reason, such as length of flight. This occurred extremely rarely, and were not treated as taxable compensation. Part I, Line 4a Sean McMahon received $26,450 severance payment during 2022, which was properly reported on his 2022 W2. X 69 1692464 FMV 0 1 0 Form 990, Part III, line 2 Campaign Leadership College, School Board Programs, Christian Leaders Program, Pro-Life trainings. Launched focused state-based training in Virginia, Pennsylvania, North Carolina, Florida, California, Texas, and Hawaii. Form 990, Part VI, Section A, line 8b the organization did not contemporaneously document meetings held and written action taken during the organization's tax year by committees with authority to act on behalf of the governing body. Form 990, Part VI, Section B, line 11b The Form 990 is prepared by an outside accountant, and reviewed by the VP of Finance and President of the Organization. The Board of Directors is presented with the opportunity to review this form prior to filing with the IRS. Form 990, Part VI, Section B, line 12c The Leadership Institute recognizes and respects the individual employee's right to engage in activities outside his or her employment. Management, however, reserves the right to determine when an employee's outside activities create a conflict with the institute's interests and to take whatever action it deems necessary to resolve the conflict, up to and including discharge. An actual or potential conflict of interest occurs when an employee is in a position to influence a decision that may result in a personal gain for that employee or for a relative as a result of the Leadership institute's business dealings. If a conflict arises, the employee must disclose to his or her supervisors or the vice president of finance's as soon as possible. The existence of any actual or potential conflict of interest so that safeguards can be established to protect all parties. Failure to comply could lead to disciplinary action, up to and including possible termination of employment. No "presumption of guilt" is implied, but the situation will then be discussed and handled on a case-by-case basis. Directors and officers annually attest to the absence of any conflict of interest, or disclose anything which may be considered a conflict. Form 990, Part VI, Section B, line 15a The compensation committee, on the Board of Directors, reviewed a report prepared by the CFO on the compensation of CEO's of similar nonprofits. The compensation committee's deliberation was noted in the Board minutes. However, the CEO has refused any increase in salary in recent years, and as a result the compensation committee has not met in this calendar year. Form 990, Part VI, Section C, line 19 The Organization's governing documents, conflict of interest policy, and financial statements are made available to the public upon request. Form 990, Part XI, line 9: Change in value of charitable gift annuities 425,380. Form 990, Part XII, line 2c The organization's oversight and selection process of audit of the financial statements has been consistent with prior years. Campus Action LLC 1101 N Highland St Arlington VA 22204 Education VA 0 0 Leadership Institute Leadership Action Inc 1101 N Highland Street Arlington VA 22201 461572552 Social Welfare VA 501(c)(4) Leadership Institute 1 Campusreformorg 1101 N Highland Street Arlington VA 22201 832886095 Public Charity VA 501(c)(3) Line 7 Leadership Institute 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0