2025-05-15T15:33:56-05:00 2024-06-30 260794367 UHY ADVISORS MID-ATLANTIC INC 8601 ROBERT FULTON DRIVE SUITE 210 COLUMBIA MD 21046 990 2023-07-01 521504189 THE CONGRESSIONAL INSTITUTE INC CONG 7038378812 1700 DIAGONAL ROAD 300 ALEXANDRIA VA 22314 KELLE STRICKLAND PRESIDENT 7038378812 2025-05-15 1 1 KATSIARYNA VASILIEV P02167272 4107205220 2025-05-15 2023 2025-03-06 01:10:19Z KELLE STRICKLAND 1700 DIAGONAL ROAD 300 ALEXANDRIA VA 22314 5522219 0 X WWW.CONGRESSIONALINSTITUTE.ORG X 1987 DC THE CONGRESSIONAL INSTITUTE IS DEDICATED TO HELPING MEMBERS OF CONGRESS BETTER SERVE THE PUBLIC AND HELPING THE PUBLIC BETTER UNDERSTAND THE OPERATIONS OF THE NATIONAL LEGISLATURE. THE INSTITUTE SPONSORS MAJOR CONFERENCES FOR THE BENEFIT OF MEMBERS OF THE U.S. CONGRESS AS WELL AS A NUMBER OF SMALLER GATHERINGS, ALL DEVOTED TO AN EXAMINATION OF IMPORTANT POLICY ISSUES AND STRATEGIC PLANNING. THE INSTITUTE ALSO CONDUCTS IMPORTANT RESEARCH PROJECTS CONSISTENT WITH ITS MISSION, DEVELOPS RESOURCES SUCH AS A HOUSE FLOOR PROCEDURES MANUAL, AND HAS SPONSORED OXFORD-STYLE BIPARTISAN CONGRESSIONAL DEBATES. 15 14 7 16 0 0 0 0 3641873 4594189 -41569 156683 99920 5532 3700224 4756404 0 0 0 0 1080578 1510641 0 0 0 3002806 3992614 4083384 5503255 -383160 -746851 6733277 6017134 2590023 2464152 4143254 3552982 X THE CONGRESSIONAL INSTITUTE IS DEDICATED TO HELPING MEMBERS OF CONGRESS BETTER SERVE THE PUBLIC. THE CONGRESSIONAL INSTITUTE ACCOMPLISHES THIS PURPOSE THROUGH VARIOUS MEANS, INCLUDING THE ORGANIZATION, PROMOTION, AND PRESENTATION OF EDUCATIONAL CONFERENCES. 0 0 1633382 425985 CONGRESS OF TOMORROW HOUSE RETREAT: SPONSORED SINCE THE INSTITUTE'S FOUNDING IN 1987. THIS ISSUE AND PLANNING PROGRAM IS ATTENDED BY MEMBERS OF THE HOUSE OF REPRESENTATIVES AND SENIOR STAFF. 518881 198637 LEADERSHIP RETREATS: THE CONGRESSIONAL INSTITUTE SPONSORS ANNUAL RETREATS FOR THE ELECTED LEADERSHIP OF THE U.S. HOUSE OF REPRESENTATIVES. AT THIS MEETING, CONGRESSIONAL LEADERS HAVE AN OPPORTUNITY AWAY FROM WASHINGTON TO DISCUSS IN DEPTH AND EXPAND THEIR KNOWLEDGE OF THE CRITICAL ISSUES FACING CONGRESS AND THE NATION. 2230327 328918 STAFF RETREATS: A UNIQUE 2-DAY FORUM WHERE HOUSE PERSONAL OFFICE CHIEFS OF STAFF, COMMITTEE STAFF DIRECTORS, AND KEY STAFF FROM LEADERSHIP OFFICES GATHER TO LEARN, COMMUNICATE, AND NETWORK ON THE CHALLENGES AND REWARDS OF MANAGING CONGRESSIONAL OFFICES. 93791 CONGRESSIONAL ART COMPETITION: PROVIDES AN OPPORTUNITY FOR MEMBERS OF CONGRESS TO ENCOURAGE AND RECOGNIZE THE ARTISTIC TALENTS OF THEIR YOUNG CONSTITUENTS. THE INSTITUTE SPONSORS THE ART COMPETITION AND RECEPTION HONORING A STUDENT FROM EACH CONGRESSIONAL DISTRICT WHOSE ARTWORK WAS SELECTED AND DISPLAYED IN THE U.S. CAPITOL. 43736 5532 OTHER PROGRAMS INCLUDE AMTRAK, RESEARCH, AND OTHER PROGRAMS. 137527 5532 4520117 0 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 0 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 0 0 0 1 23 0 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 14 0 0 0 0 1 0 0 1 0 0 0 0 0 1 1 1 1 0 VA DC X THE ORGANIZATION 7038378812 1700 DIAGONAL ROAD SUITE 300 ALEXANDRIA VA 22314 STRICKLAND KELLE PRESIDENT AND CEO 40.00 X X 214250 0 0 BERRY TIM DIRECTOR 1.00 X 0 0 0 BOCKORNY DAVE DIRECTOR 1.00 X 0 0 0 BRADBURY ANNE SECRETARY 1.00 X X 0 0 0 DUBOIS MARCEL DIRECTOR - THRU 1/17/24 1.00 X 0 0 0 GATES BRUCE DIRECTOR 1.00 X 0 0 0 HELLMANN RALPH DIRECTOR 1.00 X 0 0 0 MORRIS-LENT BARBARA DIRECTOR - THRU 6/11/24 1.00 X 0 0 0 SOMMERS MIKE VICE CHAIRMAN 1.00 X X 0 0 0 ST MARTIN JO-MARIE DIRECTOR 1.00 X 0 0 0 BECKER BRENDA CHAIR 2.00 X X 0 0 0 LOPER BRETT VICE CHAIRMAN - THRU 1/18/24 1.00 X X 0 0 0 DUNCAN DUANE TREASURER 1.00 X X 0 0 0 POLING PARKER DIRECTOR 1.00 X 0 0 0 MEYER DAN DIRECTOR - BEGIN 8/1/23 1.00 X 0 0 0 DILL JENNIFER OFFICE MANAGER 40.00 X 139533 0 22346 HINDERLITER AMY DIRECTOR OF PROGRAMS 40.00 X 122675 0 22651 LANG TIMOTH RESEARCH ASSISTANT 40.00 X 129008 0 5757 STRAND MARK PRESIDENT AND CEO - THRU 6/3/23 40.00 X 437727 0 0 1043193 0 50754 5 1 1 0 HARBINGER LLC 1301 K ST NW WASHINGTON DC 20005 PROFESSIONAL SERVICES 416996 1 MEMBERSHIP DUES 561000 3640649 3640649 CONFERENCES AND RETREA 561000 953540 953540 4594189 143144 143144 779354 765815 13539 13539 13539 RESEARCH, BOOK SALES A 900099 5532 5532 5532 4756404 4599721 0 156683 366000 301397 64603 983528 809926 173602 26973 22212 4761 52472 43210 9262 81668 67253 14415 85532 9409 76123 88480 9733 78747 9459 9459 176501 20713 155788 109492 74884 34608 141875 116833 25042 1459342 1429434 29908 838064 824962 13102 17190 14156 3034 15650 12888 2762 EQUIPMENT RENTAL AND MA 786170 732183 53987 BAD DEBT 187730 187730 DUES AND SUBSCRIPTIONS 43405 1153 42252 MISCELLANEOUS 33724 29771 3953 5503255 4520117 983138 0 821955 660999 2600096 2108106 352492 295043 21138 63340 200499 178279 26758 22220 1807100 2021604 1103738 845822 6733277 6017134 187504 387518 1332499 1129259 1070020 947375 2590023 2464152 X 4143254 3552982 4143254 3552982 6733277 6017134 -746851 156579 0 X X 0 1 X 1 0 1 1 0 1692199 86707 1778906 1635147 58333 1281 1692199 1915075 3842 283770 1635147 1640270 246364 28441 1915075 1604127 36143 1640270 1.00000 0 0 113735 95039 18696 86764 83240 3524 22220 RIGHTS-OF-USE ASSET 834313 DEPOSITS 11509 845822 OPERATING LEASE LIABILITY 947375 947375 X 4903524 156579 156579 4746945 9459 9459 4756404 5493796 0 5493796 9459 9459 5503255 PART V, LINE 4: THE BOARD OF DIRECTORS ESTABLISHED THE RESERVE FUND AS A BOARD-DESIGNATED ENDOWMENT TO HELP PRESERVE AND FINANCE THE GENERAL OPERATIONS OF THE INSTITUTE AND ALSO TO FULFILL THE FISCAL AND PROGRAM DUTIES ASSIGNED BY THE BOARD. PART X, LINE 2: THE INCOME TAX POSITIONS TAKEN BY THE INSTITUTE FOR ANY YEARS OPEN UNDER THE VARIOUS STATUTES OF LIMITATIONS ARE THAT THE INSTITUTE CONTINUES TO BE EXEMPT FROM INCOME TAXES AND THAT THE INSTITUTE HAS PROPERLY REPORTED UNRELATED BUSINESS INCOME THAT IS SUBJECT TO INCOME TAXES. THE INSTITUTE BELIEVES THAT THERE ARE NO TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD SIGNIFICANTLY INCREASE UNRECOGNIZED TAX BENEFITS WITHIN 12 MONTHS OF THE REPORTING DATE. NONE OF THE INSTITUTE'S INCOME TAX RETURNS ARE CURRENTLY UNDER EXAMINATION. 1 X X X 1 0 0 0 0 0 0 0 0 STRAND MARK PRESIDENT AND CEO - THRU 6/3/23 437727 0 0 0 0 0 0 0 0 0 437727 0 0 0 STRICKLAND KELLE PRESIDENT AND CEO 214250 0 0 0 0 0 0 0 0 0 214250 0 0 0 DILL JENNIFER OFFICE MANAGER 139533 0 0 0 0 0 0 0 22346 0 161879 0 0 0 PART I, LINE 4A MARK STRAND RECEIVED $207,438 IN SEVERANCE PAY. FORM 990, PART VI, SECTION A, LINE 6 PRIVATE SECTOR PARTNERS: INVITED TO PARTICIPATE IN THE INSTITUTE PROGRAMS, RETREATS, LEADERSHIP LUNCHES AND ISSUE DINNERS, AND RECEIVE RESEARCH MATERIAL. FORM 990, PART VI, SECTION A, LINE 8B ALL SUBCOMMITTEES THAT MET REPORTED ORALLY TO THE BOARD. NO OFFICIAL SUBCOMMITTEE MEETING MINUTES WERE RECORDED. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY AN ACCOUNTANT. THE 990 IS REVIEWED BY MANAGEMENT, THE PRESIDENT, AND THE BOARD CHAIRMAN BEFORE FILING. THE COMPLETED 990 IS AVAILABLE TO THE BOARD UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT'S SALARY IS COMPARABLE TO SALARIES OF GOVERNMENT OFFICIALS. THE BOARD APPROVES THE PRESIDENT'S SALARY AND THE PERSONNEL BUDGET, FROM WHICH THE PRESIDENT IS AUTHORIZED TO MAKE DECISIONS REGARDING HIRING AND INCREASES AT HER DISCRETION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES SELECT GOVERNING DOCUMENTS AND ITS FINANCIAL STATEMENTS UPON REQUEST. FORM 990, PART XII, LINE 2C THE AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT AUDITORS. NO CHANGES TO THE OVERSIGHT OR SELECTION PROCESS HAS BEEN MADE DURING THE TAX YEAR.