2025-11-07T08:49:53-06:00 2024-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2024-01-01 263477125 R STREET INSTITUTE RSTR 2025255717 1411 K STREET NW 900 WASHINGTON DC 20005 ELIAS ROTHENBERG-LEHRER PRESIDENT 2025255717 2025-11-07 1 0 ELIZABETH W HELLER P00397829 3019519090 2024 2025-03-06 01:10:19Z ELIAS ROTHENBERG-LEHRER 1411 K STREET NW 900 WASHINGTON DC 20005 15095416 0 X WWW.RSTREET.ORG X 2008 DC SEE PART III, LINE 1. 7 7 90 10 0 0 10987175 14967658 0 0 1581 45580 59559 82178 11048315 15095416 164938 285240 0 0 11190306 12095520 0 0 456093 2869582 2083567 14224826 14464327 -3176511 631089 8145696 8917398 1973425 2114038 6172271 6803360 X THE R STREET INSTITUTE IS A NONPROFIT, NONPARTISAN, PUBLIC-POLICY RESEARCH ORGANIZATION ("THINK TANK"). OUR MISSION IS TO ENGAGE IN POLICY RESEARCH AND OUTREACH TO PROMOTE FREE MARKETS AND LIMITED, EFFECTIVE GOVERNMENT. (CONTINUED ON SCHEDULE O) 0 0 2379134 HARM REDUCTIONR STREET'S HARM REDUCTION PROGRAM IS GROUNDED IN AN UNDERSTANDING THAT "ABSTINENCE ONLY" APPROACHES TO RISKY BEHAVIOR ARE INEFFECTIVE. WITH THIS IN MIND, RSI FOCUSES ON HARM-REDUCTION APPROACHES THAT RECOGNIZE THAT HARMFUL BEHAVIORS MAY CONTINUE TO HAPPEN EVEN AS POLICIES ARE ENACTED TO HELP MITIGATE-IF NOT ELIMINATE-THOSE HARMS. THE PROGRAM CONNECTS THE DOTS BETWEEN HISTORICALLY SILOED ISSUES SUCH AS: TOBACCO, CANNABIS, AND ILLICIT DRUG USE. IN ADDITION, THE PROGRAM'S PROJECT FOR WOMEN AND FAMILIES CONDUCTS PUBLIC POLICY RESEARCH AND OUTREACH ON PRESSING ISSUES FOR THE MODERN AMERICAN FAMILY, FOCUSING ON PRAGMATIC POLICY SOLUTIONS LIKE IMPROVING TELEHEALTH ACCESS, REDUCTING REGULATORY BURDENS ON CHILD CARE, INCREASING LABOR FLEXIBILITY FOR WORKING PARENTS, AND ENHANCING ECONOMIC MOBILITY. 2212410 TECHNOLOGY & INNOVATIONR STREET'S TECHNOLOGY AND INNOVATION POLICY PROGRAM SUPPORTS AMERICAN INNOVATION AND PUSHES BACK AGAINST REGULATORY IMPEDIMENTS TO ECONOMIC PROGRESS, INDIVIDUAL LIBERTY, AND FREE SPEECH. THE TEAM'S WORK THIS YEAR INCLUDED DEFENDING AGAINST MISGUIDED ANTITRUST LAWS IN CONGRESS, THWARTING ATTACKS ON CONTENT MODERATION AND SECTION 230-FROM BOTH POLITICAL PARTIES-AS WELL AS OUTLINING THE FUTURE OF ARTIFICIAL INTELLIGENCE, BROADBAND DEPLOYMENT AND INTERNET GOVERNANCE IN THE UNITED STATES. 1956880 30000 ENERGY AND ENVIRONMENTR STREET'S ENERGY AND ENVIRONMENT TEAM SEEKS A CLEANER ENVIRONMENT THROUGH A COMBINATION OF A THRIVING ECONOMY, WELL-FOUNDED SCIENCE, AND PRINCIPLES OF MARKET COMPETITION AND LIMITED GOVERNMENT. OUR EXPERTS HAVE DEEP EXPERTISE IN CLIMATE AND ENVIRONMENTAL POLICY, AS WELL AS ELECTRICITY POLICY. 1678658 255240 GOVERNANCE R STREET'S GOVERNANCE PROGRAM AIMS TO ASSESS AND IMPROVE AMERICA'S SYSTEM OF SELF-GOVERNANCE, WITH A FOCUS ON CONGRESS AND OUR ELECTORAL SYSTEM. THIS YEAR, THE GOVERNANCE TEAM'S WORK FOCUSED ON CONTINUED EFFORTS TO MODERNIZE THE LEGISLATIVE BRANCH, BROAD COALITION WORK AROUND IMPROVING OUR ELECTORAL SYSTEM AND DEFENDING ELECTION OFFICIALS AND VOTERS FROM VIOLENCE, REDUCING RAMPANT OVERSPENDING ON CAPITOL HILL, AND EDUCATING LAWMAKERS, STAFF, AND THE PUBLIC ABOUT THEIR POWERS IN CONGRESS THROUGH WRITTEN WORK, BRIEFINGS AND PODCASTS LIKE POLITICS IN QUESTION. 1815362 CRIMINAL JUSTICE & CIVIL LIBERTIESR STREET'S CRIMINAL JUSTICE AND CIVIL LIBERTIES POLICY PROGRAM WORKS ACROSS THE IDEOLOGICAL SPECTRUM OF PUBLIC POLICY, IMPACTING ALMOST EVERY STAGE OF THE CRIMINAL JUSTICE SYSTEM: INCARCERATION, JUVENILE JUSTICE, POLICING, PRETRIAL, BAIL REFORM, REENTRY, AND SENTENCING. OUR REFORMS ARE GROUNDED IN ENSURING PUBLIC SAFETY, DUE PROCESS, FISCAL RESPONSIBILITY, AND INDIVIDUAL LIBERTY. 1180890 FINANCE, INSURANCE AND TRADE R STREET'S INSURANCE POLICY PROGRAM EXPLORES EFFICIENT AND EFFECTIVE MARKET-BASED APPROACHES TO PUBLIC POLICY QUESTIONS THAT INVOLVE THE TRANSFER OF RISK. AMONG ITS PRIORITIES ARE RISK-BASED INSURANCE REGULATION, ENDING ENVIRONMENTALLY DESTRUCTIVE TAXPAYER SUBSIDIES THROUGH THE NATIONAL FLOOD INSURANCE PROGRAM AND THE FEDERAL CROP INSURANCE CORP. AND EXPLORING THE BENEFITS OF MITIGATION THROUGH PROGRAMS LIKE THE RESTORE ACT AND THE COASTAL BARRIER RESOURCES SYSTEM. 1089530 CYBERSECURITY & EMERGING THREATSR STREET'S CYBERSECURITY AND EMERGING THREATS TEAM WORKS ON DATA SECURITY AND DATA PRIVACY AT THE FEDERAL AND STATE LEVELS, EMERGING CYBER AND NATIONAL SECURITY THREATS, CYBER IMPACTS ON THE PRIVATE SECTOR, AND WORKFORCE DIVERSITY IN CYBERSECURITY, AMONG OTHER PRESSING PUBLIC POLICY CONCERNS. 131792 COMPETITION POLICYR STREET'S COMPETITION POLICY PROGRAM ADDRESSES GOVERNMENT BARRIERS THAT HURT BUSINESSES AND PEOPLE. WE SUPPORT MARKET-ORIENTED POLICY SOLUTIONS THAT ENHANCE FREE ENTERPRISE, CONSUMER CHOICE, AND PUBLIC WELL-BEING. THE TEAM FOCUSES PRIMARILY ON OCCUPATIONAL LICENSING, ALCOHOL POLICY, HEALTH CARE DISINTERMEDIATION, TELEHEALTH POLICY, ANTI-POVERTY PROGRAMMING, AND REGULATORY REFORM. 65543 LOBBYING 5961775 255240 12510199 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 1 0 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 0 0 0 0 1 23 0 1 90 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AR CA FL GA HI MA MI MN MS NJ NM NY NC OR PA SC UT VA X X HAMMAD KAMAL 2025255717 1411 K STREET NW SUITE 900 WASHINGTON DC 20005 SUSANNA DOKUPIL BOARD CHAIRWOMAN 0.50 X X 0 0 0 ROBERT WATKINS BOARD MEMBER, (UNTIL 12/13/24) 0.50 X 0 0 0 STEPHEN WEINSTEIN BOARD MEMBER 0.50 X 0 0 0 RYAN CALO BOARD MEMBER, (UNTIL 07/31/24) 0.50 X 0 0 0 PABLO CARRILLO BOARD MEMBER 0.50 X 0 0 0 MARLA DEAN BOARD MEMBER 0.50 X 0 0 0 JOHN GRAHAM BOARD MEMBER 0.50 X 0 0 0 ELIZABETH FRAZEE BOARD MEMBER 0.50 X 0 0 0 KATIE HARBATH BOARD MEMBER 0.50 X 0 0 0 SIMONE SYED BOARD MEMBER, (UNTIL 12/13/24) 0.50 X 0 0 0 ELIAS ROTHENBERG-LEHRER PRESIDENT 40.00 X 338874 0 35668 ERICA SCHODER EXECUTIVE DIRECTOR 40.00 X 286525 0 18485 SABRINA SCHAEFFER VICE PRESIDENT, PUBLIC AFFAIRS 40.00 X 218317 0 31234 CHAD RUSSELL VICE PRESIDENT, OPERATIONS 40.00 X 207131 0 16922 MAZEN SALEH SENIOR DIRECTOR, HARM REDUCTION 40.00 X 221621 0 15731 JILLIAN SNIDER DIRECTOR, CRIMINAL JUSTICE 40.00 X 201543 0 8467 DEVIN HARTMAN DIRECTOR, ENERGY 40.00 X 205481 0 20583 1679492 0 147090 46 0 1 0 0 14967658 14967658 45580 45580 MISCELLANEOUS 900099 72078 72078 CREDIT CARD REWARDS 900099 10100 10100 82178 15095416 0 0 127758 285240 285240 679552 318360 342465 18727 9303541 8313097 653904 336540 310857 277387 21777 11693 983912 856781 93923 33208 817658 698028 91227 28403 21930 14368 6991 571 65044 42616 20734 1694 669260 604089 60248 4923 2790 2687 95 8 41150 28594 10913 1643 21727 18574 2915 238 233782 153170 74523 6089 298752 281273 15735 1744 303366 280093 19899 3374 15063 9869 4802 392 56869 37260 18128 1481 BOOKS, SUBS 207342 181468 23920 1954 PAYROLL FEES 78715 51573 25092 2050 EDUCATION & TRAINING 30848 24037 5850 961 MEMBERSHIP & DUES 24914 23003 1767 144 12015 8632 3127 256 14464327 12510199 1498035 456093 2688593 2735715 1333727 2143745 2313958 2335957 157940 226160 119092 18829 115326 100263 10879 1536152 1364679 8145696 8917398 400344 478824 1573081 1635214 1973425 2114038 X 3493116 2841498 2679155 3961862 6172271 6803360 8145696 8917398 631089 0 X 0 1 X 1 0 X 12649014 12044306 13315801 10987175 14967658 63963954 12649014 12044306 13315801 10987175 14967658 63963954 19052067 44911887 322 133 189 1581 45580 47805 25183 34453 64604 59559 82178 265977 64277736 0.69870 0.69070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 65543 65543 14398784 14464327 873216 218304 0 0 676453 796540 861241 873216 3207450 4811175 25756 35392 77946 65543 204637 169113 199135 215310 218304 801862 1202793 116735 18240 98495 2357 589 1768 100263 SECURITY DEPOSIT 21517 RIGHT OF USE ASSET 1342986 CREDIT CARD RECEIVABLES 176 1364679 OPERATING LEASE LIABILITY 1635214 1635214 15095416 0 15095416 0 15095416 14464327 0 14464327 0 14464327 1 SNF AGORA INSTITUTE JOHNS HOPKINS UNIVERSITY 3100 WYMAN PARK DRIVE BALTIMORE MD 21211 520595110 501(C)(3) 255240 0 THE PURPOSE OF SUPPORTING R STREET IN ITS EFFORT TO EXPLORE THE OUTLINES OF CONSERVATIVE PRO-DEMOCRACY MOVEMENT AS PART OF R STREET'S GRANT FROM ELECTION TRUST INITATIVE WHERE IN R STREET IS THE SUB GRANTOR OF THIS GRANT. WORLD RESOURCES INSTITUTE 10 G STREET NE SUITE 800 WASHINGTON DC 20002 521257057 501(C)(3) 20000 0 TO COLLABORATE WITH R STREET TO UPDATE A TRANSMISSION CUSTOMER AGENDA, CO-ORGANIZE A CONVENING, SETUP RESEARCH AND CONVENING RESEARCH DOCUMENTS, AND ASSIST IN A PUBLIC WEBINAR ON THE UPDATED CONSUMER TRANSMISION AGENDA. CONSERVATIVE COALITION FOR CLIMATE SOLUTIONS 301 PARK AVENUE SUITE 100 FALLS CHURCH VA 22046 844573440 501(C)(3) 10000 0 TO COLLABORATE WITH R STREET IN A SMALL GROUP OF NATIONAL CONSERVATIVES TO DEVISE CENTER-RIGHT PRINCIPLES FOR ELECTRIC TRANSMISSION POLICY AND ASSIST IN DEVELOPING A CO-BRANDED PRINCIPLES DOCUMENT AND CO-AUTHORING OPINION PIECES. 3 0 PART I, LINE 2: SUBGRANTS ARE MONITORED BY THE PROGRAM STAFF AND, DEPENDING ON THE REQUIREMENTS IN EACH SUBGRANT AGREEMENT, FINAL AND/OR INTERIM NARRATIVE AND FINANCIAL REPORTS ARE SUBMITTED BY SUBGRANTEE. THESE REPORTS ARE REVIEWED AND APPROVED BY THE PROGRAM STAFF AND BY THE FINANCE DIRECTOR. AT A MINIMUM, ALL SUBGRANTS REQUIRE A FINAL NARRATIVE REPORT. X 1 1 X X X X 0 0 0 0 0 0 0 1 0 ELIAS ROTHENBERG-LEHRER PRESIDENT 338874 0 0 0 0 0 13943 0 21725 0 374542 0 0 0 ERICA SCHODER EXECUTIVE DIRECTOR 286525 0 0 0 0 0 10272 0 8213 0 305010 0 0 0 SABRINA SCHAEFFER VICE PRESIDENT, PUBLIC AFFAIRS 212817 0 5500 0 0 0 1969 0 29265 0 249551 0 0 0 MAZEN SALEH SENIOR DIRECTOR, HARM REDUCTION 205198 0 500 0 15923 0 8947 0 6784 0 237352 0 0 0 DEVIN HARTMAN DIRECTOR, ENERGY 204981 0 500 0 0 0 7976 0 12607 0 226064 0 0 0 CHAD RUSSELL VICE PRESIDENT, OPERATIONS 206631 0 500 0 0 0 8286 0 8636 0 224053 0 0 0 JILLIAN SNIDER DIRECTOR, CRIMINAL JUSTICE 201043 0 500 0 0 0 8062 0 405 0 210010 0 0 0 PART I, LINE 1A AS PART OF THE WELLNESS BENEFITS OFFERED TO FULL TIME STAFF, THE COMPANY REIMBURSES HEALTH CLUB DUES UP TO A CERTAIN AMOUNT PER YEAR. PART I, LINE 7 THE FOLLOWING EMPLOYEES RECEIVED BONUS PAYMENTS: - SABRINA SCHAEFFER $5,500 - DEVIN HARTMAN $500 - MAZEN SALEH $500 - JILLIAN SNIDER $500 - CHAD RUSSELL $500 FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: WE WORK EXTENSIVELY ON BOTH STATE AND NATIONAL POLICY, FOCUSING ON ISSUES THAT OTHER GROUPS TEND TO NEGLECT. OUR SPECIALTY IS TACKLING ISSUES THAT ARE COMPLEX, BUT DON'T NECESSARILY GRAB MAJOR HEADLINES. THESE ARE THE AREAS WHERE WE THINK WE CAN HAVE A REAL IMPACT. WE BELIEVE FREE MARKETS WORK BETTER THAN THE ALTERNATIVES. AT THE SAME TIME, WE RECOGNIZE THE LEGISLATIVE PROCESS CALLS FOR PRACTICAL RESPONSES TO CURRENT PROBLEMS. TOWARD THAT END, OUR MOTTO IS "FREE MARKETS. REAL SOLUTIONS." WE ALSO DIFFER FROM OTHER GROUPS ON THE POLITICAL RIGHT IN OUR DEDICATION TO BUILDING BROAD COALITIONS, WORKING WITH A WIDE ARRAY OF GROUPS WHO SHARE SPECIFIC POLICY GOALS. THIS MAKES US UNIQUELY CAPABLE OF BUILDING SUPPORT FOR PRAGMATIC, FREE-MARKET PROPOSALS THAT CAN EARN BIPARTISAN CONSENSUS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE EXTERNAL AUDITORS AND REVIEWED BY R STREET'S AVP AND THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS AND ALL EMPLOYEES ARE REQUIRED TO ANNUALLY SIGN A CONFLICT OF INTEREST POLICY STATEMENT. IT IS THE POLICY OF THE BOARD THAT THE EXISTENCE OF ANY INTERESTS BE DISCLOSED BEFORE ANY TRANSACTION IS CONSUMMATED AFTER A POTENTIAL CONFLICT OF INTEREST IS DISCLOSED, THE BOARD OR A DULY CONSTITUTED COMMITTEE THEREOF DETERMINES WHETHER A CONFLICT EXISTS AND, IN THE CASE OF AN EXISTING CONFLICT, WHETHER THE CONTEMPLATED TRANSACTION MAY BE AUTHORIZED AS JUST, FAIR, AND REASONABLE TO R STREET. THE DECISION OF THE BOARD OR A DULY CONSTITUTED COMMITTEE THEREOF ON THESE MATTERS RESTS IN ITS SOLE DISCRETION, AND ITS CONCERN MUST BE THE WELFARE OF R STREET AND THE ADVANCEMENT OF ITS PURPOSE. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION COMMITTEE SETS THE COMPENSATION OF THE PRESIDENT/CHAIRMAN AND EXECUTIVE DIRECTOR AFTER REVIEWING COMPARABILITY DATA AND IS DOCUMENTED. THE LAST SALARY REVIEW FOR THE PRESIDENT FOR FY 2023 WAS IN DECEMBER 2023, AND THE LAST REVIEW FOR THE EXECUTIVE DIRECTOR WAS IN AUGUST 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.