2023-11-15T15:16:50-06:00 2022-12-31 362170602 WARADY & DAVIS LLP 1717 DEERFIELD RD SUITE 300S DEERFIELD IL 60015 990 2022-01-01 412057028 ILLINOIS POLICY INSTITUTE ILLI 3123465700 300 S RIVERSIDE PLAZA 1650 CHICAGO IL 60606 MATTHEW PAPROCKI PRESIDENT 3123465700 2023-11-15 1 MATTHEW PAPROCKI 999009999 0 CHRISTOPHER STRAUB P01278490 8472679600 2023-11-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MATTHEW PAPROCKI 300 S RIVERSIDE PLAZA 1650 CHICAGO IL 60606 5289743 0 X WWW.ILLINOISPOLICY.ORG X 2002 IL THE INSTITUTE IS A FREE MARKET ORIENTED THINK TANK DEDICATED TO GATHERING, DISSEMINATING, AND EDUCATING ILLINOIS CONSTITUENTS ON LOCAL, STATE, AND FEDERAL PUBLIC POLICY ISSUES FACING ILLINOIS. 8 8 0 8 0 0 9889994 5276788 0 0 22524 316 0 12639 9912518 5289743 4168694 995000 0 0 1972215 2078430 0 0 763134 3471763 4723074 9612672 7796504 299846 -2506761 6879470 2835179 3016221 1478691 3863249 1356488 THE INSTITUTE IS A FREE MARKET ORIENTED THINK TANK DEDICATED TO GATHERING, DISSEMINATING, AND EDUCATING ILLINOIS CONSTITUENTS ON LOCAL, STATE, AND FEDERAL PUBLIC POLICY ISSUES FACING ILLINOIS. 0 0 6209539 995000 ILLINOIS POLICY INSTITUTE CONDUCTS RESEARCH ON A VARIETY OF ISSUES, INCLUDING FISCAL MATTERS, EDUCATION POLICY, AND GOVERNMENT REFORM. THE INSTITUTE SHARES ITS FINDINGS WITH RELEVANT AUDIENCES VIA POLICY PAPERS, MEDIA APPEARANCES, SPEAKING ENGAGEMENTS, AND OTHER PUBLIC FORUMS. ALL OF HE INSTITUTE'S RESEARCH IS DESIGNED TO BETTER EDUCATE AND BENEFIT ILLINOIS RESIDENS, TAXPAYERS, MEDIA, AND GOVERNMENT OFFICIALS ON THE POLICIES CONFRONTING ILLINOIS. 6209539 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WI X X WILLIAM ROHE 3123465700 300 S RIVERSIDE PLAZA 1650 CHICAGO IL 60606 JOHN TILLMAN CHAIRMAN 5.00 3.00 X X 0 0 0 MARK MILLER SECRETARY 1.00 X X 0 0 0 ART MARGULIS TREASURER 1.00 X X 0 0 0 SHERRY STREET DIRECTOR 1.00 X 0 0 0 SARA ALBRECHT DIRECTOR 1.00 X 0 0 0 ED BACHRACH VICE CHAIRMAN 1.00 X 0 0 0 RICHARD WEISS DIRECTOR 1.00 X 0 0 0 CRAIG MANSKE DIRECTOR 1.00 X 0 0 0 MATTHEW PAPROCKI PRESIDENT 28.00 12.00 X 238021 155752 23405 ADAM SCHUSTER VICE PRESIDENT 24.00 16.00 X 87794 57381 10081 AMY KORTE DIRECTOR OF POLICY 28.00 12.00 X 92892 57724 5569 JAMES LONG DIRECTOR OF GOVERNMENT AFF 24.00 16.00 X 71228 57067 21596 ELIZABETH SHYDLOWSKI EXTERNAL RELATIONS OFFICER 28.00 12.00 X 97048 64516 9868 HILLARY YELVINGTON VP OF COMMUNICATIONS 28.00 12.00 X 84067 34982 4614 671050 427422 75133 1 0 1 0 BEARING TREE 300 S RIVERSIDE PLAZA SUITE 1625 CHICAGO IL 60606 ADMINISTRATIVE, DEVELOPMENT, AND STRATEG 1439877 IRON LIGHT INC 300 S RIVERSIDE PLAZA SUITE 1625 CHICAGO IL 60606 MARKETING AND PROMOTION 892000 EVERY DOOR DIRECT MEDIA 205 E BUTTERFIELD RD 140 ELMHURST IL 60126 MARKETING 232627 PERSONALIZED MARKETING COMMUNICATIONS 85 AIRPARK DRIVE LYNCHBURG VA 24502 MARKETING AND PROMOTION 176128 4 5276788 5276788 316 316 2688 2688 MISCELLANEOUS REVENUE 900099 9951 9951 9951 5289743 9951 0 3004 X 995000 995000 257447 221405 12872 23170 1531725 1447766 1943 82016 41438 35084 158 6196 127309 109780 3646 13883 120511 101555 557 18399 1380050 672050 392400 315600 82678 82678 24095 24095 1229250 1050988 33629 144633 38260 37260 1000 689478 530684 85353 73441 175389 127366 23431 24592 182548 98892 71252 12404 85480 64162 4669 16649 95367 31451 34927 28989 78 78 2707 2165 271 271 14049 14049 PRODUCTION 631996 631996 TRAINING 40978 40679 299 SUBSCRIPTIONS 40577 38422 264 1891 OUTREACH AND POLLING 10094 10094 7796504 6209539 823831 763134 1092449 165597 30932 2091 5092766 0 2148 144295 70286 17789 116214 116214 2707 0 588182 2505407 6879470 2835179 192398 157520 2700000 0 123823 1321171 3016221 1478691 X 3855919 1293894 7330 62594 3863249 1356488 6879470 2835179 -2506761 0 X X 0 1 X 1 0 X 7002020 7211731 7488286 9889994 5276788 36868819 7002020 7211731 7488286 9889994 5276788 36868819 9338592 27530227 2428 29680 4664 2322 3004 42098 102 4845 7585 9951 22483 36933400 0.74540 0.99890 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2018 AMOUNT: $ 102. 2019 AMOUNT: $ 4,845. 2020 AMOUNT: $ 7,585. 2022 AMOUNT: $ 9,951. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7796504 7796504 539825 134956 0 0 504605 514670 630634 539825 2189734 3284601 126151 128668 157659 539825 952303 1428455 116214 116214 0 0 DUE FROM AFFILIATE 1050487 DEPOSITS 35013 OPERATING LEASE RIGHT-OF-USE ASSET, NET OF ACCUMULATED AMORTIZATION 983984 GRANTS RECEIVABLE 435923 2505407 CAPITAL LEASE OBLIGATION, CURRENT PORTION 1690 DUE TO AFFILIATE 153429 OPERATING LEASE LIABILITY 1166052 1321171 X PART X, LINE 2: THE ORGANIZATION HAS ADOPTED THE GUIDANCE IN THE FASB CODIFICATION TOPIC RELATED TO UNCERTAINTY IN INCOME TAXES WHICH PRESCRIBES A COMPREHENSIVE MODEL FOR RECOGNIZING, MEASURING, PRESENTING AND DISCLOSING IN THE FINANCIAL STATEMENTS UNCERTAIN TAX POSITIONS THAT THE ORGANIZATION HAS TAKEN OR EXPECTS TO TAKE IN ITS TAX RETURNS. UNDER THE GUIDANCE, THE ORGANIZATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS "MORE LIKELY THAN NOT" THAT IT IS SUSTAINABLE, BASED ON ITS TECHNICAL MERITS. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION SHOULD BE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT WITH A TAXING AUTHORITY HAVING FULL KNOWLEDGE OF ALL RELEVANT INFORMATION. THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR THE POSITIONS TAKEN ON ITS RETURNS. 1 BRADLEY IMPACT FUND 1400 N WATER STREET SUITE 300 MILWAUKEE WI 53202 454678325 501(C)(3) 995000 0 GRANT TO OTHER ORGANIZATION THAT SHARES THE SAME PRINCIPLES AS THE INSTITUTE 1 PART I, LINE 2: ALL SPENDING IS MONITORED THROUGH THE ACCOUNTING SOFTWARE AND PROJECT MANAGEMENT TOOLS. A NARRATIVE SUMMARY IS ALSO KEPT OF ALL PROJECTS X X X X 0 0 0 0 0 0 0 0 0 MATTHEW PAPROCKI PRESIDENT 238021 155752 0 0 0 0 4680 3120 9363 6242 252064 165114 0 0 ELIZABETH SHYDLOWSKI EXTERNAL RELATIONS OFFICER 97048 64516 0 0 0 0 2700 1800 3221 2147 102969 68463 0 0 AMY KORTE DIRECTOR OF POLICY 92892 57724 0 0 0 0 3341 2228 0 0 96233 59952 0 0 ADAM SCHUSTER VICE PRESIDENT 87794 57381 0 0 0 0 2123 1415 3926 2617 93843 61413 0 0 FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO SUBMISSION TO THE IRS, FORM 990 IS PROVIDED TO THE PRINCIPAL OFFICER AND GOVERNING BODY OF THE ORGANIZATION FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REVIEWS THE CONFLICT OF INTEREST POLICY ONCE A YEAR WITH THE BOARD OF DIRECTORS AND EMPLOYEES AND INQUIRES OF ANY MATERIAL CHANGES. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE CEO AND PRESIDENT IS DETERMINED BY AN EXAMINATION OF COMPARABLE DATA FOR OTHER CEO'S IN THE INDUSTRY COUNTRYWIDE AND IN THE CHICAGOLAND AREA. THE INFORMATION FROM THAT RESEARCH IS SHARED WITH THE BOARD OF DIRECTORS WHO THEN APPROVE COMPENSATION FOR THE CEO. NOTE THAT AN INDEPENDENT CONSULTANT IS NOT UTILIZED. OTHER OFFICERS AND KEY EMPLOYEES - THE BOARD OF DIRECTORS HAS DELEGATED RESPONSIBILITY FOR DETERMINING COMPNESATION OF OTHER OFFICERS AND KEY EMPLOYEES TO THE CEO. THE CEO UTILIZES COMPARABLE DATA OF SIMILAR POSITIONS IN THE CHICAGOLAND AREA TO DETERMINE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, POLICIES, AND AUDITED FINANCIAL STATEMENTS WILL BE AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 11G CONSULTING - GENERAL: PROGRAM SERVICE EXPENSES 158,988. MANAGEMENT AND GENERAL EXPENSES 18,929. FUNDRAISING EXPENSES 144,633. TOTAL EXPENSES 322,550. CONSULTING - MARKETING: PROGRAM SERVICE EXPENSES 892,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 892,000. RECRUITING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 14,700. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,700. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S AUDIT COMMITTEE IS RESPONSIBLE FOR THE SELECTION OF AN INDEPENDENT AUDIT FIRM. THE AUDIT COMMITTEE REVIEWS BIDS FROM AT LEAST 3 SEPERATE QUALIFIED FIRMS AND MAKES A SELECTION BASED ON QUALIFICATIONS. THIS PROCESS IS REPEATED AS NEEDED OR MINIMALLY EVERY 3 YEARS. A DRAFT OF THE AUDIT REPORT AND FINANCIAL STATEMENTS IS SUBMITTED TO THE AUDIT COMMITTEE FOR REVIEW AND A DISCUSSION WITH THE AUDIT FIRM IS HELD. THE AUDIT COMMITTEE MAKES A RECOMMENDTION TO THE FULL BOARD OF DIRECTORS FOR ACCEPTANCE OF THE DRAFT AUDITED FINANCIAL STATEMENTS AND THE BOARD OF DIRECTORS TAKES A VOTE TO ACCEPT OR NOT ACCEPT THE ADUITED FINANCIAL STATEMENTS. GOVERNMENT ACCOUNTABILITY ALLIANCE 300 S RIVERSIDE PLAZA SUITE 1625 CHICAGO IL 60606 454204629 INDEPENDENT GOVERNMENT WATCHDOG ADVOCATING FOR THE PEOPLE OF ILLINOIS IL 501(C)(4) 0 IRON LIGHT INC 300 S RIVERSIDE PLAZA SUITE 1625 CHICAGO IL 60606 823751169 DIGITAL MARKETING AND CREATIVE SERVICES IL N/A C 1 BEARING TREE INC 300 S RIVERSIDE PLAZA SUITE 1625 CHICAGO IL 60606 832543436 PAYROLL PROCESSING AND BENEFITS ADMINISTRATION IL N/A C 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 GOVERNMENT ACCOUNTABILITY ALLIANCE N 46800 ACTUAL CASH GOVERNMENT ACCOUNTABILITY ALLIANCE P 157220 ACTUAL CASH GOVERNMENT ACCOUNTABILITY ALLIANCE D 103328 ACTUAL CASH IRON LIGHT INC M 892000 ACTUAL CASH IRON LIGHT INC N 84000 ACTUAL CASH IRON LIGHT INC D 385327 ACTUAL CASH BEARING TREE INC D 408403 ACTUAL CASH BEARING TREE INC O 2113978 ACTUAL CASH