2023-11-14T15:03:22-06:00 2022-12-31 381910111 UHY ADVISORS MI INC 7171 STADIUM DRIVE KALAMAZOO MI 49009 990 2022-01-01 208036372 LUCY BURNS INSTITUTE INC LUCY 6082550688 8383 GREENWAY BLVD SUITE 600 MIDDLETON WI 53562 GWEN BEATTIE CHIEF OPERATING OFFICER 6082550688 2023-11-14 1 GWEN BEATTIE 999009999 0 RHONDA L NEWMAN P00047726 2693817600 2023-11-14 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z BALLOTPEDIA GWEN BEATTIE 8383 GREENWAY BLVD SUITE 600 MIDDLETON WI 53562 9266167 0 X BALLOTPEDIA.ORG X 2006 WI THE MISSION OF THE LUCY BURNS INSTITUTE IS TO EMPOWER OUR AUDIENCE TO ENGAGE IN DEMOCRACY BY DELIVERING EXCEPTIONALLY HIGH QUALITY INFORMATION. WE STRIVE TO EQUIP OUR READERS WITH INFORMATION SO THAT IT CAN BE USED IN POSITIVE, POWERFUL, AND UNFORESEEN WAYS. INFORMED VOTERS ARE THE FOUNDATION OF DEMOCRACY AND POSITIVE CHANGE STARTS WITH THEM. WE BELIEVE THAT THE ONLINE ENVIRONMENT IS AN EXTRAORDINARY OPPORTUNITY TO REACH VOTERS WITH COMPREHENSIVE FACTS, INFORMATION, AND CONTEXT. WITH YOUR HELP, WE HAVE CREATED AND CONTINUE TO BUILD BALLOTPEDIA, THE ENCYCLOPEDIA OF AMERICAN POLITICS. WITH MORE THAN 390,000 ORIGINAL ARTICLES, BALLOTPEDIA'S GOAL IS TO INFORM PEOPLE ABOUT POLITICS BY PROVIDING ACCURATE AND OBJECTIVE INFORMATION ABOUT POLITICS AT ALL LEVELS OF GOVERNMENT. 6 6 109 146 703116 666668 5191551 5730268 1167197 2765881 3830 60302 221579 709716 6584157 9266167 0 0 0 0 4569721 5480015 0 0 467748 1563697 2345569 6133418 7825584 450739 1440583 4314081 5978813 353490 595657 3960591 5383156 X THE MISSION OF THE LUCY BURNS INSTITUTE IS TO EMPOWER OUR AUDIENCE TO ENGAGE IN DEMOCRACY BY DELIVERING EXCEPTIONALLY HIGH QUALITY INFORMATION. WE STRIVE TO EQUIP OUR READERS WITH INFORMATION SO THAT IT CAN BE USED IN POSITIVE, POWERFUL, AND UNFORESEEN WAYS. INFORMED VOTERS ARE THE FOUNDATION OF DEMOCRACY AND POSITIVE CHANGE STARTS WITH THEM. WE BELIEVE THAT THE ONLINE ENVIRONMENT IS AN EXTRAORDINARY OPPORTUNITY TO REACH VOTERS WITH COMPREHENSIVE FACTS, INFORMATION, AND CONTEXT. WITH YOUR HELP, WE HAVE CREATED AND CONTINUE TO BUILD BALLOTPEDIA, THE ENCYCLOPEDIA OF AMERICAN POLITICS. WITH MORE THAN 390,000 ORIGINAL ARTICLES, BALLOTPEDIA'S GOAL IS TO INFORM PEOPLE ABOUT POLITICS BY PROVIDING ACCURATE AND OBJECTIVE INFORMATION ABOUT POLITICS AT ALL LEVELS OF GOVERNMENT. 0 0 6777354 2765881 THE INSTITUTE MAINTAINS BALLOTPEDIA, WHICH IS THE ONLINE ENCYCLOPEDIA OF AMERICAN POLITICS AND ELECTIONS. OUR GOAL IS TO INFORM PEOPLE ABOUT POLITICS BY PROVIDING ACCURATE AND OBJECTIVE INFORMATION ABOUT POLITICS AT ALL LEVELS OF GOVERNMENT. WE ARE FIRMLY COMMITTED TO FACTUALITY. BALLOTPEDIA COVERS LOCAL, STATE AND FEDERAL POLITICS. OUR CONTENT INCLUDES NEUTRAL, ACCURATE, AND VERIFIABLE INFORMATION ON GOVERNMENT OFFICIALS AND THE OFFICES THEY HOLD, POLITICAL ISSUES AND PUBLIC POLICY, ELECTIONS, CANDIDATES, AND THE INFLUENCERS OF POLITICS. BALLOTPEDIA CURRENTLY HAS OVER 390,000 ENCYCLOPEDIC ARTICLES. N/A N/A 6777354 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 1 78 0 1 109 1 1 1 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AK AL AR CA CO CT FL GA HI IL KS KY MA MD ME MI MN MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV X KELLY RINDFLEISCH 6084442826 8383 GREENWAY BLVD STE 600 MIDDLETON WI 53562 MIKE BARNHART CHAIRMAN 1.00 X X 0 0 0 TIM DUNN VICE CHAIRMAN 1.00 X X 0 0 0 STEVEN NEMEROVSKI TREASURER 1.00 X X 0 0 0 DAN LILJENQUIST SECRETARY 1.00 X X 0 0 0 TODD GRAVES BOARD MEMBER 1.00 X 0 0 0 ANA ZABLAH-MONROE BOARD MEMBER 1.00 X 0 0 0 LESLIE GRAVES PRESIDENT/CEO 40.00 X 193400 0 0 GWEN BEATTIE COO 40.00 X 118258 0 10331 MEGHANN OLSHEFSKI DIRECTOR-OPERATIONS 40.00 X 103126 0 0 DANIEL ANDERSON MANAGING EDITOR-ELECTIONS 40.00 X 116369 0 7499 KEN CARBULLIDO VP ELECTION PRODUCT & TECH STRATEGY 40.00 X 141500 0 0 MATTHEW LATOURELLE DIRECTOR OF TECHNOLOGY OPERATIONS 40.00 X 126290 0 0 GEOFF PALLAY EDITOR IN CHIEF 40.00 X 114000 0 0 ALISON PRANGE VP EXTERNAL RELATIONS 40.00 X 129229 0 0 1042172 0 17830 8 0 1 0 0 5730268 5730268 PRODUCT SALES 541800 2765881 2765881 2765881 60302 60302 ADVERTISING 541800 703116 703116 OTHER REVENUE 900099 6600 6600 709716 9266167 2765881 703116 66902 X 414784 227720 118709 68355 4209907 3991141 94282 124484 476895 441249 22485 13161 378429 344577 19307 14545 11324 4160 7164 52603 2625 49978 1213462 1024889 30728 157845 12550 2031 2620 7899 104418 51676 24780 27962 481023 450664 24734 5625 220254 183678 8704 27872 32756 32756 INCOME TAXES 142286 142286 STAFF DEVELOPMENT 33517 33432 85 PROFESSIONAL ASSOCIATIO 31066 10397 669 20000 MISCELLANEOUS 10310 9115 1195 7825584 6777354 580482 467748 392354 759871 3548111 4805598 23144 59111 79581 98546 270891 255687 4314081 5978813 353490 416317 0 179340 353490 595657 X 3683690 5282156 276901 101000 3960591 5383156 4314081 5978813 1440583 -18018 0 X 0 1 X 1 0 X 4201501 4675662 5416690 5191551 5730268 25215672 4201501 4675662 5416690 5191551 5730268 25215672 654728 24560944 23521 30127 10669 3830 60302 128449 115323 150433 528316 188283 667669 1650024 2086380 1167197 2765881 6019458 33013603 0.74400 0.76230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DEFERRED REVENUE 179340 179340 9248148 -18019 -18019 9266167 0 9266167 7825584 0 7825584 0 7825584 X X X X 0 0 0 1 0 0 0 0 0 LESLIE GRAVES PRESIDENT/CEO 185000 0 1400 0 7000 0 0 0 0 0 193400 0 0 0 PART I, LINE 5 AN EMPLOYEE HAD A PERFOMANCE INCENTIVE PACKAGE, SOME OF THE COMPONENTS OF WHICH INCLUDED THE ABILITY TO RECEIVE FLAT BONUS AMOUNTS FOR THEIR DEPARTMENT MEETING VARIOUS GROSS REVENUE GOALS OR MEETING CERTAIN REVENUE GROWTH GOALS. NOT ALL OF THE COMPONNETS OF THE INCENTIVE PACKAGE WERE BASED ON REVENUE. COLIN O'KEEFE SON OF CEO/FORMER COO 90000 1099 COMPENSATION 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED JOINTLY BY THE BOARD PRESIDENT, MISSION FIRST OPERATIONS AND AN INDEPENDENT CPA FIRM. AFTER THE BOARD PRESIDENT'S REVIEW AND APPROVAL OF THE COMPLETED FORM 990 COPIES ARE ELECTRONICALLY SENT TO EACH MEMBER OF THE BOARD OF DIRECTORS FOR THEIR REVIEW AND REFERENCE. FORM 990, PART VI, SECTION B, LINE 12C AN ANNUAL REVIEW IS CONDUCTED TO ASCERTAIN THAT PERSONS TO WHOM THE CONFLICT OF INTEREST POLICY APPLIES HAVE DISCLOSED INTERESTS THAT COULD GIVE RISE TO CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE CEO, AND ANY ENACTED CHANGES TO IT, INCLUDING BONUSES, ARE REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ARTICLES OF INCORPORATION ARE PUBLICLY AVAILABLE THROUGH THE WISCONSIN DEPARTMENT OF FINANCIAL INSTITUTIONS. THE GOVERNING DOCUMENTS, FORM 1023 AND ANNUAL FORMS 990 ARE AVAILABLE IN THE ORGANIZATION'S OFFICE BY PRIOR APPOINTMENT. FORM 990, PART IX, LINE 11G PAYROLL SERVICE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 27,319. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,319. CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 1,024,889. MANAGEMENT AND GENERAL EXPENSES 3,409. FUNDRAISING EXPENSES 157,845. TOTAL EXPENSES 1,186,143. SCHEDULE B THE ORGANIZATION DECLINES TO PROVIDE SPECIFIC IDENTIFYING INFORMATION ON ITS DONORS ON THE GROUNDS THAT SUCH DISCLOSURE MAY CHILL THE DONORS' FIRST AMENDMENT RIGHT TO ASSOCIATE IN PRIVATE WITH THE ORGANIZATION. NAACP V. ALABAMA, 357 U.S. 449 (1958); INTERNATIONAL UNION UAW V. NATIONAL RIGHT TO WORK, 590 F. 2D 1139, 1152 (D.C. CIR. 1978). WHILE OTHER REQUIRED INFORMATION IS BEING PROVIDED ON SCHEDULE B, ACTUAL IDENTITIES HAVE BEEN PROTECTED BY ASSIGNING A NUMBER TO EACH DONOR LISTED. ELECTION DATA LLC 8383 GREENWAY BLVD SUITE 600 MIDDLETON WI 53562 PRODUCT SALES WI -111393 362768