2024-04-15T09:37:51-05:00 2023-12-31 341884125 CBIZ MHM LLC 4722 N 24TH ST STE 300 PHOENIX AZ 85016 990 2023-01-01 920721362 RODEL INSTITUTE RODE 6027694045 PO BOX 15799 PHOENIX AZ 85060 JEFF KING VP/COO 4803672932 2024-04-04 1 JEFF KING 999009999 1 AMY A O'LOUGHLIN P00869687 6022646835 2024-04-04 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z JOHN KROGER PRESIDENT PO BOX 15799 PHOENIX AZ 85060 2433000 0 X WWW.RODELINSTITUTE.ORG X 2022 KS TO IMPROVE THE QUALITY OF PUBLIC LEADERSHIP IN THE UNITED STATES. 8 8 7 8 0 0 1479564 2433000 0 0 0 0 0 0 1479564 2433000 0 0 0 0 235209 1259996 0 0 171219 292477 1624911 527686 2884907 951878 -451907 951994 509572 116 9601 951878 499971 X THE RODEL INSTITUTE IS A NONPARTISAN CENTER FOR LEADERSHIP AND INTELLECTUAL GROWTH. RODEL HELPS AMERICA'S MOST PROMISING LEADERS REACH THEIR FULL POTENTIAL AS PUBLIC SERVANTS, DEEPEN THEIR COMMITMENT TO DEMOCRACY AND THE RULE OF LAW, CONTINUED ON SCHEDULE OCONTINUED FROM PAGE 1AND WORK TOGETHER TO ADDRESS SOME OF OUR NATION'S MOST IMPORTANT DOMESTIC AND INTERNATIONAL CHALLENGES. 0 0 622984 THE INSTITUTE'S SIGNATURE PROGRAM IS THE RODEL FELLOWSHIP. CREATED IN 2005, THE FELLOWSHIP IS THE NATION'S PREMIER LEADERSHIP DEVELOPMENT PROGRAM FOR ELECTED LEADERS. EACH YEAR, THE PROGRAM SELECTS 24 OUTSTANDING STATE AND LOCAL-LEVEL LEADERS, DIVIDED EQUALLY BETWEEN THE TWO POLITICAL PARTIES, TO COME TOGETHER FOR A SERIES OF THREE MULTI-DAY SEMINARS HELD OVER A TWO-YEAR PERIOD. WORKING WITH LEADING SCHOLARS AS MODERATORS, THE FELLOWS READ AND DISCUSS CLASSIC TEXTS DEALING WITH ETHICAL VALUES, DEMOCRATIC PRINCIPLES, AND WISE AND EFFECTIVE LEADERSHIP. THOSE TEXTS INCLUDE THE DECLARATION OF INDEPENDENCE, THE PREAMBLE TO THE UNITED STATES CONSTITUTION, AND WRITINGS BY FREDERICK DOUGLASS, ABRAHAM LINCOLN, AND MARTIN LUTHER KING, JR., AMONG MANY OTHERS. FOLLOWING COMPLETION OF THE RODEL FELLOWSHIP SEMINARS, FELLOWS HAVE AN OPPORTUNITY TO GATHER PERIODICALLY WITH ALUMNI OF THE PROGRAM TO DISCUSS CRITICAL QUESTIONS OF PUBLIC POLICY AND PUBLIC LEADERSHIP IN A NONPARTISAN SETTING. OVER 360 ELECTED LEADERS HAVE COMPLETED THE PROGRAM. THESE FELLOWS HAVE GONE ON TO SERVE AS UNITED STATES SENATORS, GOVERNORS, MAYORS, PARTY LEADERS, CABINET SECRETARIES, MEMBERS OF CONGRESS, AND VICE PRESIDENT OF THE UNITED STATES. 380892 LAUNCHED IN 2022, THE JUDICIAL FELLOWSHIP IS FOR FEDERAL JUDGES AND STATE SUPREME COURT JUSTICES. BASED OFF OF THE RODEL FELLOWSHIP MODEL, THE PROGRAM CONVENES 18 JUDGES AND JUSTICES ANNUALLY FOR A SERIES OF THREE SEMINARS TO STUDY, LEARN FROM ONE ANOTHER, BUILD TRUSTING FRIENDSHIPS, AND FOSTER COMMON INTELLECTUAL GROUND. THESE JUDGES (9 OF WHICH WERE APPOINTED BY OR ELECTED AS REPUBLICANS AND 9 OF WHICH WERE APPOINTED BY OR ELECTED AS DEMOCRATS) MEET FOR THREE LONG WEEKENDS OVER TWO YEARS WITH THE FINAL CAPSTONE SEMINAR TAKING PLACE IN THE UNITED KINGDOM. THE SEMINARS COMBINE READING-BASED DISCUSSIONS LED BY DISTINGUISHED LAW PROFESSORS WITH WORKSHOPS FOCUSED ON LEADERSHIP AND THE CHALLENGES OF JUDICIAL WORK. RODEL JUDICIAL FELLOWS READ CLASSICAL LEGAL TEXTS ON AMERICAN DEMOCRACY FROM VARYING PERSPECTIVES. THE DISCUSSIONS ARE CANDID AND CONFIDENTIAL, ALLOWING PARTICIPANTS TO FULLY EXAMINE THEIR OWN IDEAS AND EXPLORE THOSE OF THEIR COLLEAGUES. 242809 FOUNDED IN 2023, THE RODEL FEDERAL EXECUTIVE FELLOWSHIP IS AN INTELLECTUAL AND LEADERSHIP PROFESSIONAL DEVELOPMENT FELLOWSHIP FOR SENIOR-LEVEL CAREER CIVIL SERVANTS ACROSS THE FEDERAL GOVERNMENT'S EXECUTIVE BRANCH AGENCIES. EACH YEAR, THE PROGRAM SELECTS 20 TO 24 EXCEPTIONAL MEMBERS OF THE SENIOR EXECUTIVE SERVICE (SES), SENIOR FOREIGN SERVICE (SFS), GS-15'S, AND EQUIVALENT POSITIONS FROM ACROSS FEDERAL AGENCIES TO COME TOGETHER FOR A SERIES OF THREE MULTI-DAY SEMINARS. WORKING WITH EXPERT MODERATORS, THE FELLOWS' STUDY AND DISCUSS CHALLENGING TEXTS ON DEMOCRATIC RESILIENCE; NEW TECHNOLOGICAL DEVELOPMENTS AND THEIR IMPACT ON GOVERNANCE; AND GEOPOLITICS. THEY ALSO ENGAGE IN PRACTICAL, RELEVANT LEADERSHIP TRAINING FOCUSED ON PROMOTING INNOVATION WITHIN THE CONTEXT OF LARGE GOVERNMENT BUREAUCRACIES. 363145 BUILDING OFF THE SUCCESS OF THE RODEL FELLOWSHIP WITH THE GOAL OF MAKING THE IMPACT OF RODEL MORE SCALABLE, RODEL AMERICA WAS FOUNDED IN 2022. RODEL AMERICA CONVENES BIPARTISAN GROUPS OF STATE AND LOCAL LEADERS FROM SELECT REGIONS OF THE NATION TO PARTICIPATE IN LEADERSHIP DEVELOPMENT WORKSHOPS EMPLOYING THE PROVEN RODEL SEMINAR MODEL. THE PROGRAM IS DESIGNED TO BREAK DOWN PARTISAN BARRIERS, INCREASE MUTUAL UNDERSTANDING, AND CREATE AN ATMOSPHERE CONDUCIVE TO PRACTICAL PROBLEM-SOLVING. THE INAUGURAL LOCAL PROGRAM WAS BASED IN MEMPHIS, TENNESSEE, AND THE INAUGURAL STATEWIDE PROGRAM WAS BASED IN WASHINGTON. 98694 FOUNDED IN 2022, THE EDWARDS PRIZE IS AWARDED ANNUALLY TO A BOOK PUBLISHED IN THE PRIOR YEAR THAT PROMISES TO MAKE AN OUTSTANDING CONTRIBUTION TO THE UNDERSTANDING AND PRACTICE OF DEMOCRACY AND AMERICAN POLITICS. THE PRIZE IS NAMED IN HONOR OF MARVIN HENRY "MICKEY" EDWARDS, WHO HAS INSPIRED GENERATIONS OF AMERICAN PUBLIC SERVANTS AND STUDENTS AS A MEMBER OF CONGRESS; FACULTY MEMBER AT HARVARD, PRINCETON, AND AMERICAN UNIVERSITY; AUTHOR OF MULTIPLE SCHOLARLY BOOKS ON THE AMERICAN POLITICAL PROCESS; AND FOUNDING EXECUTIVE DIRECTOR OF THE RODEL FELLOWSHIP. IN MAKING THE SELECTION FOR THE EDWARDS PRIZE, THE COMMITTEE WILL SEEK A WORK THAT REFLECTS THE GOALS AND VALUES OF THE RODEL INSTITUTE. EXCERPTS FROM THE WINNING BOOK WILL BE INCLUDED AS BACKGROUND READING FOR RELEVANT RODEL SEMINARS. THE PRIZE WILL BE AWARDED ANNUALLY AND WILL CARRY AN HONORARIUM OF $10,000. THE WINNER OF THE PRIZE WILL BE DETERMINED BY A COMMITTEE OF SEVEN PERSONS COMPRISED OF FOUR RODEL FELLOWS, THE PRESIDENT OF THE RODEL INSTITUTE, AND TWO OUTSIDE ADVISORS APPOINTED BY THE RODEL PRESIDENT. IN ODD-NUMBERED YEARS, THE PRIZE WILL BE ANNOUNCED AT THE MAIN DINNER HELD AT THE RODEL REUNION, AT WHICH THE WINNER WILL PRESENT A TALK. IN EVEN YEARS, THE PRIZE WILL BE PRESENTED TO THE RECIPIENT IN CONJUNCTION WITH A RODEL UNIVERSITY PARTNER WHO WILL HOST A LECTURE TO BE DELIVERED BY THE WINNER. 483033 RENUNION 944872 2191557 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 17 0 1 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 KS X CORLISS DIAZCADENA 4809150838 2801 E CAMELBACK RD SUITE 200 PHOENIX AZ 85016 BILL BUDINGER DIRECTOR 5.00 X 0 0 0 DON BUDINGER DIRECTOR 5.00 X 0 0 0 SUSAN BUDINGER CHAIR/TREASURER 7.50 X X 0 0 0 STEVE BULLOCK DIRECTOR 1.00 X 0 0 0 HEATHER CARTER DIRECTOR 1.00 X 0 0 0 ROB MCKENNA DIRECTOR 1.00 X 0 0 0 IAN SOLOMON DIRECTOR 1.00 X 0 0 0 JAMIE WOODSON DIRECTOR 1.00 X 0 0 0 JOHN KROGER PRESIDENT & CEO 40.00 X 401500 0 41254 JEFF KING VICE PRESIDENT & COO 40.00 X 277500 0 46683 ELIZABETH NOONAN EXECUTIVE DIR, RODEL FELLOWSHIP 40.00 X 121550 0 23829 800550 0 111766 3 0 1 0 0 2433000 2433000 2433000 0 0 0 766937 460162 163668 143107 357898 271373 63380 23145 36558 29265 4762 2531 30526 23879 4211 2436 68077 68077 1131 306 825 3450 3450 204045 74000 130045 33207 33207 18038 6864 11174 54270 54270 284430 282094 2336 996998 996998 4410 4410 PAYROLL FEES 10462 10462 AWARDS 10162 10162 DUES AND SUBSCRIPTIONS 4198 3247 951 OTHER COSTS 226 226 -116 -116 2884907 2191557 522131 171219 1 806300 385688 2920 109 142774 123774 951994 509572 116 9601 116 9601 X 951878 499971 951878 499971 951994 509572 -451907 0 X 0 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 RODEL'S WEBSITE REFLECTS ITS COMMITMENT TO DIVERSITY AND ITS NONDISCRIMINATION POLICY. AS RODEL BECOMES MORE OPERATIONAL, ANY BROCHURES AND SIMILAR MATERIALS WILL ALSO REFLECT ITS COMMITMENT TO DIVERSITY AND ITS NONDISCRIMINATION POLICY. X 0 0 0 0 0 0 0 1 0 JOHN KROGER PRESIDENT & CEO 381500 0 20000 0 0 0 39600 0 1654 0 442754 0 0 0 JEFF KING VICE PRESIDENT & COO 272500 0 5000 0 0 0 33300 0 13383 0 324183 0 0 0 PART I, LINE 7 NON-FIXED PAYMENTS ARE AWARDED BASED ON MEETING ORGANIZATIONAL GOALS AND WITH THE APPROVAL OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 2 BILL BUDINGER, DON BUDINGER AND SUSAN BUDINGER ARE FAMILY MEMBERS. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OF THE CORPORATION SHALL BE THEN SERVING DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD SHALL HAVE FULL POWER AND AUTHORITY TO MANAGE THE CORPORATION AND ANY AND ALL OF ITS ASSETS, PROPERTIES, AND AFFAIRS, INCLUDING THE RIGHT TO ELECT SUCH OFFICERS AND ASSISTANT OFFICERS AND TO DESIGNATE AND APPOINT SUCH AGENTS AND EMPLOYEES AS THE BOARD DEEMS ADVISABLE AND TO ALLOW THEM SUITABLE COMPENSATION, AND SHALL HAVE ANY AND ALL ADDITIONAL POWERS AND AUTHORITY, NOT INCONSISTENT WITH THE EXPRESS TERMS OF THESE ARTICLES OF INCORPORATION. THAT ARE EXPRESSLY OR IMPLIEDLY GRANTED TO OR INVESTED IN THE BOARD BY THE STATUTES OR LAWS OF THE STATE OF KANSAS, AS NOW IN EFFECT AND AS HEREAFTER AMENDED OR MODIFIED. UNLESS OTHERWISE PROVIDED IN THE BYLAWS OF THE CORPORATION, THE ELECTION OF DIRECTORS BY WRITTEN BALLOT SHALL BE REQUIRED ONLY IF REQUESTED BY A MEMBER ENTITLED TO VOTE AT SAID ELECTION. FORM 990, PART VI, SECTION B, LINE 11B RETURN IS PREPARED BY AN OUTSIDE ACCOUNTANT, RETURN IS THEN REVEIWED BY THE BOARD FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C TO DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF A FINANCIAL INTEREST TO THE BOARD OF DIRECTORS, OR TO SUCH COMMITTEE AS MAY BE DESIGNATED BY THE BOARD OF DIRECTORS TO CONSIDER POTENTIAL CONFLICTS OF INTEREST. UPON THE DISCLOSURE OF THE EXISTENCE OF A FINANCIAL INTEREST, THE BOARD OF DIRECTORS OR COMMITTEE SHALL MEET AND DISCUSS THE MATTER WITH THE INTERESTED PERSON, WHO SHALL DISCLOSE ALL MATERIAL FACTS RELATED TO THE FINANCIAL INTEREST. THEREAFTER, THE BOARD OF DIRECTORS OR COMMITTEE SHALL CONSIDER THE MATTER OUTSIDE THE PRESENCE OF THE INTERESTED PERSON AND SHALL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. EACH YEAR, EACH COVERED PERSON SHALL SIGN A STATEMENT AFFIRMING THAT SUCH COVERED PERSON: 1. HAS RECEIVED A COPY OF THIS CONFLICT OF INTEREST POLICY, 2. HAS READ AND UNDERSTANDS THE POLICY, 3. HAS AGREED TO COMPLY WITH THE POLICY, AND 4. UNDERSTANDS THAT THE INSTITUTE IS A CHARITABLE ORGANIZATION AND THAT, IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, THE INSTITUTE MUST ENGAGE PRIMARILY IN ACTIVITIES THAT ACCOMPLISH ITS TAX-EXEMPT PURPOSE. IN THE EVENT A CONFLICT OF INTEREST OR POSSIBLE CONFLICT OF INTEREST DEVELOPS BETWEEN ANY OFFICER OR DIRECTOR, THE BOARD SHALL REVIEW THE SITUATION AND MAKE A DETERMINATION AS TO APPROPRIATE ACTION PURSUANT TO THE CORPORATION'S POLICY ON CONFLICTS OF INTEREST, AS AMENDED FROM TIME TO TIME. THE BOARD SHALL DETERMINE THE APPROPRIATE PROCEDURES FOR EACH SITUATION, BUT THE PROVISIONS HEREOF SHALL NOT NECESSARILY PROHIBIT ANY OFFICER OR DIRECTOR FROM DOING BUSINESS WITH THE CORPORATION. THOSE PROCEDURES MAY INCLUDE REQUIRING ANY OFFICER OR DIRECTOR TO PROVIDE A DISCLOSURE STATEMENT REGARDING ACTUAL OR POTENTIAL CONFLICTS OF INTEREST FROM TIME TO TIME. FORM 990, PART VI, SECTION B, LINE 15 TO ENSURE THE INSTITUTE OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSE, AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, THE BOARD OF DIRECTORS OR A COMMITTEE APPOINTED BY THE BOARD OF DIRECTORS SHALL CONDUCT AN ANNUAL REVIEW THAT SHALL INCLUDE, AT A MINIMUM, FINDINGS ON THE FOLLOWING SUBJECTS: 1. WHETHER THE INSTITUTE'S COMPENSATION ARRANGEMENTS AND BENEFITS ARE THE RESULT OF ARM'S LENGTH BARGAINING AND, BASED ON COMPETENT SURVEY INFORMATION, ARE REASONABLE. 2. WHETHER PARTNERSHIPS, JOINT VENTURE, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS IN WHICH THE INSTITUTE PARTICIPATES CONFORM TO THE INSTITUTE'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT CRITERIA OR PAYMENTS FOR GOODS AND SERVICES, FURTHER THE INSTITUTE'S EXEMPT PURPOSES AND DO NOT RESULT IN PRIVATE INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT OR AN EXCESS BENEFIT TRANSACTION UNDER THE CODE. WHEN CONDUCTING THE ANNUAL REVIEWS UNDER ARTICLE VII, THE BOARD OF DIRECTORS OR COMMITTEE MAY, BUT NEED NOT BE REQUIRED TO, USE OUTSIDE ADVISORS. IF OUTSIDE ADVISORS ARE USED, THEIR USE SHALL NOT RELIEVE THE BOARD OF DIRECTORS OF ITS RESPONSIBILITY FOR ENSURING THAT ANNUAL REVIEWS ARE CONDUCTED PROPERLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S ARTICLES OF INCORPORATION, BY-LAWS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.