2024-11-11T09:42:52-06:00 2023-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2023-01-01 462233126 JEFFERSONIAN PROJECT JEFF 7033730933 2733 CRYSTAL DRIVE SUITE 1000 ARLINGTON VA 22202 LISA BOWEN CFO 7033730933 2024-11-08 1 0 AARON M FOX 2022274000 2024-11-08 2023 2024-10-15 13:58:12Z X ALEC ACTION MRS LISA B NELSON 2733 CRYSTAL DRIVE SUITE 1000 ARLINGTON VA 22202 140000 0 X WWW.ALECACTION.ORG X 2012 DC EDUCATE THE PUBLIC AND GOVERNMENT POLICY MAKERS BY PROVIDING NONPARTISAN RESEARCH. 3 3 0 4 0 0 77000 140000 0 0 0 0 0 0 77000 140000 0 0 0 0 142854 124107 0 0 0 59454 42562 202308 166669 -125308 -26669 99055 219856 469283 616753 -370228 -396897 THE MISSION OF THE JEFFERSONIAN PROJECT IS TO EDUCATE THE PUBLIC AND GOVERNMENT POLICY MAKERS BY PROVIDING NONPARTISAN RESEARCH ON CURRENT EVENTS AND OTHER ISSUES OF CONCERN TO THE PUBLIC AND GOVERNMENT POLICY MAKERS. 0 0 112923 THE JEFFERSONIAN PROJECT PREPARES INFORMATION AND DOCUMENTS TO EDUCATE THE PUBLIC AS WELL AS CONGRESS ON VARIOUS AREAS, INCLUDING HEALTH CARE, CIVIL SOCIETY, WELFARE, EDUCATION, THE NATIONAL BUDGET AND THE ENVIRONMENT. 112923 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 2 0 1 0 0 0 0 0 1 0 0 0 0 X 3 3 0 0 0 0 1 1 1 1 0 0 0 0 0 1 1 0 0 0 AR CO CT FL GA HI IL KS KY MD MS MO NJ NY NC OR PA SC TN UT VA WA WI X LISA BOWEN CFO 7033730933 2733 CRYSTAL DRIVE SUITE 1000 ARLINGTON VA 22202 LISA NELSON CEO 1.00 39.00 X 0 433318 9534 LISA BOWEN CFO 1.00 39.00 X 0 227308 34893 JONATHAN WILLIAMS CHIEF ECONOMIST 2.00 38.00 X 0 225192 34809 MARIE VULAJ VP-PARTNERSHIPS & ENGAGEMENTS 1.00 39.00 X 0 199423 33362 LEE SCHALK SENIOR DIRECTOR OF POLICY 1.00 39.00 X 0 161539 27176 MICHAEL BOWMAN PRESIDENT SR. FELLOW OF ALEC - UNTIL 12/2023 18.00 22.00 X 0 144000 16495 LINDA UPMEYER DIRECTOR 1.00 0.00 X 0 0 0 ADAM BRANDON DIRECTOR - UNTIL 10/2023 1.00 0.00 X 0 0 0 BILL CARMICHAEL DIRECTOR 1.00 0.00 X 0 0 0 WILHELM MEIERLING DIRECTOR 1.00 0.00 X 0 0 0 0 1390780 156269 0 0 1 0 0 140000 140000 140000 0 0 0 15909 13522 2387 88826 75502 13324 2831 2406 425 9036 7682 1354 7505 6379 1126 29123 29123 1000 1000 2020 90 1930 2069 2069 4800 4092 708 1580 1580 300 300 DUES/MEMBERSHIP 1670 1670 166669 112923 53746 0 69055 189856 30000 30000 40000 40000 0 0 99055 219856 469283 616753 469283 616753 X -370228 -396897 -370228 -396897 99055 219856 -26669 0 X 0 1 X 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 40000 40000 0 0 X 11429177 11289177 11289177 140000 0 140000 11385516 11218847 11218847 166669 0 166669 PART X, LINE 2: THE ORGANIZATION REVIEWS AND ASSESSES ALL ACTIVITIES ANNUALLY TO IDENTIFY ANY CHANGES IN THE SCOPE OF THE ACTIVITIES AND REVENUE SOURCES AND THE TAX TREATMENT THEREOF TO IDENTIFY ANY UNCERTAINTY IN INCOME TAX. FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022, MANAGEMENT DID NOT IDENTIFY ANY UNCERTAINTY IN INCOME TAX REQUIRING RECOGNITION OR DISCLOSURE IN THESE CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE OF ENTITIES OTHER THAN THE ORGANIZATION INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS, NET OF ELIMINATION ENTRIES. 11,289,177. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES OF ENTITIES OTHER THAN THE ORGANIZATION INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS, NET OF ELIMINATION ENTRIES. 11,218,847. 0 0 0 0 0 0 0 0 0 LISA NELSON CEO 0 328600 0 104718 0 0 0 9150 0 384 0 442852 0 0 LISA BOWEN CFO 0 207308 0 20000 0 0 0 9092 0 25801 0 262201 0 0 JONATHAN WILLIAMS CHIEF ECONOMIST 0 205192 0 20000 0 0 0 9008 0 25801 0 260001 0 0 MARIE VULAJ VP-PARTNERSHIPS & ENGAGEMENTS 0 184423 0 15000 0 0 0 7977 0 25385 0 232785 0 0 LEE SCHALK SENIOR DIRECTOR OF POLICY 0 151539 0 10000 0 0 0 6462 0 20714 0 188715 0 0 MICHAEL BOWMAN PRESIDENT SR. FELLOW OF ALEC - UNTIL 12/2023 0 144000 0 0 0 0 0 5760 0 10735 0 160495 0 0 PART I, LINE 3 THE JEFFERSONIAN PROJECT DOES NOT DIRECTLY HIRE OR COMPENSATE EMPLOYEES. ALL EMPLOYEES ARE EMPLOYEES OF AMERICAN LEGISLATIVE EXCHANGE COUNCIL (ALEC), A RELATED ORGANIZATION EXEMPT UNDER THE IRS SECTION 501(C)(3). ALEC AND THE JEFFERSONIAN PROJECT HAVE ENTERED INTO A COST SHARING AGREEMENT UNDER WHICH THE JEFFERSONIAN PROJECT REIMBURSES ALEC FOR THE JEFFERSONIAN PROJECT'S ALLOCABLE SHARE OF THE COMPENSATION OF CERTAIN EMPLOYEES FOR PROVIDING SERVICES TO THE JEFFERSONIAN PROJECT. FORM 990, PART VI, SECTION A, LINE 6 PURSUANT TO THE ORGANIZATION'S GOVERNING DOCUMENTS, THE SOLE MEMBER OF THE ORGANIZATION IS THE AMERICAN LEGISLATIVE EXCHANGE COUNCIL. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS OF THE ORGANIZATION IS DETERMINED BY THE ORGANIZATION'S SOLE MEMBER, THE AMERICAN LEGISLATIVE EXCHANGE COUNCIL. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS MADE BY THE BOARD OF DIRECTORS OF THE ORGANIZATION ARE SUBJECT TO APPROVAL BY THE ORGANIZATION'S SOLE MEMBER, THE AMERICAN LEGISLATIVE EXCHANGE COUNCIL. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY BOARD COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B THE CFO OF THE ORGANIZATION AND OF THE AMERICAN LEGISLATIVE EXCHANGE COUNCIL REVIEWS THE ORGANIZATION'S FEDERAL FORM 990. SUCH REVIEW TAKES PLACE UPON RECEIPT OF THE DRAFT FORM 990 RECEIVED FROM THE INDEPENDENT PUBLIC ACCOUNTING FIRM WHO CONDUCTS THE CONSOLIDATED FINANCIAL STATEMENT AUDIT OF THE AMERICAN LEGISLATIVE EXCHANGE COUNCIL, OF WHICH THE ORGANIZATION IS A PART. THE REVIEW INVOLVES COMPARISON OF FINANCIAL DATA IN THE FORM 990 WITH THE AUDITED FINANCIAL STATEMENTS AND REVIEW OF ALL NARRATIVE INFORMATION FOR ACCURACY AND COMPLETENESS. THE CEO OF THE ORGANIZATION AND OF THE AMERICAN LEGISLATIVE EXCHANGE COUNCIL THEN REVIEWS THE FORM 990. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THESE DOCUMENTS AVAILABLE UPON REQUEST. AMERICAN LEGISLATIVE EXCHANGE COUNCIL 2733 CRYSTAL DRIVE SUITE 1000 ARLINGTON VA 22202 520140979 SHARE RESEARCH & ED. INFO. WITH STATE LEGISLATORS, CONGRESS & PUBLIC IL 501(C)(3) 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 AMERICAN LEGISLATIVE EXCHANGE COUNCIL O 124107 FAIR VALUE AMERICAN LEGISLATIVE EXCHANGE COUNCIL P 20786 FAIR VALUE