2025-10-22T10:04:47-05:00 2024-12-31 341884125 CBIZ ADVISORS LLC 4722 N 24TH ST STE 300 PHOENIX AZ 85016 990 2024-01-01 860597661 BARRY GOLDWATER INSTITUTE FOR PUBLIC POLICY RESEARCH BARR 6024625000 500 EAST CORONADO ROAD PHOENIX AZ 85004 VICTOR RICHES PRESIDENT/CEO 6024625000 2025-10-21 1 1 KRISTEN M BASS P01247587 6022646835 2024 2025-03-06 01:10:19Z GOLDWATER INSTITUTE VICTOR RICHES 500 EAST CORONADO ROAD PHOENIX AZ 85004 54343317 0 X WWW.GOLDWATERINSTITUTE.ORG X 1988 AZ THE GOLDWATER INSTITUTE DRIVES RESULTS BY WORKING DAILY IN COURTS, LEGISLATURES, AND COMMUNITIES... THE GOLDWATER INSTITUTE DRIVES RESULTS BY WORKING DAILY IN COURTS, LEGISLATURES, AND COMMUNITIES TO DEFEND AND STRENGTHEN THE FREEDOM GUARANTEED TO ALL AMERICANS IN THE CONSTITUTIONS OF THE UNITED STATES AND ALL FIFTY STATES. 9 9 47 36 0 0 30730984 11437596 0 379882 432348 843246 523039 16754 31686371 12677478 0 0 0 0 3839047 4698563 201804 132163 981642 3584551 3331623 7625402 8162349 24060969 4515129 38709912 44169498 613619 380949 38096293 43788549 X THROUGH RESEARCH, INVESTIGATIONS, STRATEGIC LITIGATION, TESTIMONY, ADVOCACY, AND EDUCATION, THE GOLDWATER INSTITUTE ADVANCES PUBLIC POLICY AND A RULE OF LAW UNDER WHICH INDIVIDUALS CAN SHAPE THEIR OWN DESTINIES AS FREE MEN AND WOMEN. WE HELP CITIZENS UNDERSTAND AND ADOPT POLICIES THAT SUSTAIN AND RESTORE ECONOMIC LIBERTY, EDUCATIONAL FREEDOM, PERSONAL RESPONSIBILITY, AND CONSTITUTIONAL LIMITS ON GOVERNMENT POWER CONSISTENT WITH THE FOUNDING PRINCIPLES OF OUR CONSTITUTIONAL REPUBLIC. WHEN GOVERNMENT OVERSTEPS ITS PROPER BOUNDS, THE GOLDWATER INSTITUTE USES PUBLIC INTEREST LITIGATION TO ENFORCE INDIVIDUAL RIGHTS AND CONSTRAINTS ON GOVERNMENT POWER GUARANTEED BY OUR STATE AND FEDERAL CONSTITUTIONS. 0 0 3436394 1437 POLICY ANALYSIS, RESEARCH AND EDUCATION, EXTERNAL AFFAIRS: THE GOLDWATER INSTITUTE CONDUCTS SCHOLARLY RESEARCH AND IN-DEPTH ANALYSIS OF STATE-LEVEL PUBLIC POLICY ISSUES AND COMMUNICATES THAT RESEARCH TO THE PUBLIC. OUR PRIMARY AREAS OF RESEARCH INCLUDE CONSTITUTIONAL LAW, EDUCATION REFORM, AND HEALTHCARE POLICY. IN 2024, WE DELIVERED 80 PUBLIC SPEECHES, DISTRIBUTED 8 POLICY REPORTS, AND TESTIFIED REGULARLY BEFORE LEGISLATIVE COMMITTEES. IN 2024, WE HAD 50 VICTORIES, WHICH INCLUDED POLICIES ADOPTED BY STATE LEGISLATURES NATIONWIDE AND FINAL DIRECT LITIGATION VICTORIES. GOLDWATER'S WORK SAFEGUARDS PATIENTS' RIGHT TO TRY CUTTING-EDGE, INDIVIDUALIZED TREATMENTS (THE INSTITUTE'S ORIGINAL RIGHT TO TRY BECAME LAW IN 41 STATES BEFORE BEING SIGNED INTO FEDERAL LAW, AND 15 STATES HAVE ALREADY ADOPTED THE INSTITUTE'S EXPANSION). OTHER VICTORIES INCLUDE STATE LAWS THAT: ALLOW WORKERS LICENSED IN ONE STATE TO CONTINUE WORKING WHEN THEY MOVE TO A NEW STATE, WITHOUT HAVING TO SPEND TIME AND MONEY GETTING ANOTHER LICENSE TO DO THE SAME JOB (THIS REFORM IS LAW IN OVER HALF THE STATES AND IN WASHINGTON, D.C.); EMPOWER FAMILIES WITH GREATER EDUCATIONAL OPTIONS THAT FIT THEIR CHILDREN'S UNIQUE NEEDS (22 STATES HAVE APPROVED PROGRAMS BASED ON GOLDWATER'S EDUCATION SAVINGS ACCOUNTS); RESTORE PUBLIC UNIVERSITIES TO THEIR ORIGINAL PURPOSE WHILE CRACKING DOWN ON IDEOLOGICAL DOGMATISM AND RACE-BASED PREFERENCES; END JUDICIAL DEFERENCE TO ADMINISTRATIVE AGENCIES AND BUREAUCRACIES AND PROVIDE MORE PROTECTIONS FOR THE RIGHT TO EARN A LIVING. THIS WORK WAS SUPPORTED IN PART THROUGH OUR RONALD REAGAN FELLOWS PROGRAM, WHICH DEVELOPS YOUNG TALENT BY TEACHING AND EMPLOYING 15 INTERNS AND LAW CLERKS. 1926796 379882 PUBLIC INTEREST LITIGATION: THE GOLDWATER INSTITUTE LITIGATES CONSTITUTIONAL ISSUES OF CONCERN TO THE PUBLIC, PARTICULARLY UNDER THE STATE CONSTITUTIONS, ON BEHALF OF AMERICANS WHO WOULD NOT BE IN A POSITION TO DEFEND AGAINST THE HEAVY HAND OF GOVERNMENT WITHOUT ASSISTANCE OR EXPERTISE. WE DEFEND TAXPAYER AND PROPERTY RIGHTS, FREE SPEECH AND FREE ENTERPRISE, AND EDUCATIONAL CHOICE. WE ENFORCE CONSTITUTIONAL LIMITS ON GOVERNMENT POWER. OUR CASES SEEK TO SET BROAD LEGAL PRECEDENTS TO PROTECT THE FREEDOMS OF OUR CLIENTS AND ALL AMERICANS. THE GOLDWATER INSTITUTE ALSO MANAGES A SUCCESSFUL "LITIGATION BY LETTERHEAD" EFFORT, WHERE WE INDUCE GOVERNMENT TO CEASE UNLAWFUL ACTIONS BY PROVIDING THEM WITH INFORMATION BY LETTER, WITHOUT HAVING TO GO TO COURT. IN 2024, WE HAD 41 ACTIVE LAWSUITS, AND WE ADVANCED CUTTING-EDGE LEGAL SCHOLARSHIP IN THE COURTS BY PARTICIPATING AS AMICUS CURIAE ("FRIEND OF THE COURT") IN 45 CASES. WE WON 21 LEGAL VICTORIES THROUGH DIRECT LITIGATION AND BY FILING AMICUS BRIEFS. 1373127 COMMUNICATIONS: IN 2024, THE GOLDWATER INSTITUTE CONTINUED TO CAPTURE NATIONAL MEDIA ATTENTION WITH INTERVIEWS AND NEWS REPORTS ABOUT ITS SUCCESSFUL EFFORTS TO DEFEND INDIVIDUAL LIBERTIES. THE GOLDWATER INSTITUTE'S MEDIA RELATIONS EFFORTS ARE BUILT ON A MULTI-LEVEL STRATEGIC APPROACH THAT HARNESSES THE POWER OF ITS IN-HOUSE DIGITAL PLATFORMS, THE REACH OF TRADITIONAL MEDIA, AND THE VIRALITY OF SOCIAL MEDIA TO REACH AUDIENCES ACROSS THE COUNTRY. THE RESULTS ARE SEEN BY COUNTLESS AMERICANS ON THE PAGES OF THE NATION'S MOST NOTABLE NEWSPAPERS AND MOST-WATCHED NEWS NETWORKS. GOLDWATER INSTITUTE EXPERTS AND CLIENTS PUBLISHED 87 OP-EDS AND LETTERS TO THE EDITOR IN 2024, IN OUTLETS THAT INCLUDED THE WALL STREET JOURNAL, FOX NEWS, NATIONAL REVIEW, THE WASHINGTON TIMES, THE WASHINGTON EXAMINER, THE HILL, USA TODAY, THE ORANGE COUNTY REGISTER, THE TENNESSEAN, THE ARIZONA REPUBLIC, AND THE ARIZONA CAPITOL TIMES, WHOSE COMBINED ONLINE CIRCULATION EXCEEDS 180 MILLION READERS PER MONTH. OUR EXPERTS WERE ALSO A REGULAR PRESENCE ON NATIONAL CABLE TV NEWS NETWORKS, NATIONALLY SYNDICATED RADIO SHOWS, AND LOCAL BROADCAST TV AND RADIO, SHARING GOLDWATER'S WORK WITH AN EVEN WIDER AUDIENCE. ALL TOLD, THE GOLDWATER INSTITUTE MORE THAN DOUBLED ITS APPEARANCES ON NATIONAL TELEVISION, APPEARING 51 TIMES ON PROGRAMS INCLUDING FOX & FRIENDS, NEWSMAX SATURDAY AGENDA, NEWSNATION MORNING IN AMERICA, REAL AMERICA'S VOICE SPECIAL REPORT, SINCLAIR BROADCAST GROUP'S NATIONAL DESK, ABC 15 ARIZONA, TELEMUNDO ARIZONA, WLKY-TV IN KENTUCKY, AND WILKOW! ON SALEM NEWS CHANNEL. THE GOLDWATER INSTITUTE GARNERED MORE THAN 6,800 MENTIONS IN TRADITIONAL (PRINT, RADIO, TELEVISION, AND ONLINE) AND SOCIAL MEDIA OUTLETS. THE GOLDWATER INSTITUTE DOES NOT JUST RELY ON OUTSIDE MEDIA OUTLETS TO DISSEMINATE ITS MESSAGE. IN 2024, THE GOLDWATER INSTITUTE LEVERAGED THE POWER OF SOCIAL MEDIA TO ENGAGE AUDIENCES AND COMMUNICATE ITS MESSAGE, INCLUDING ON FACEBOOK, LINKEDIN, X, INSTAGRAM, AND YOUTUBE. THE GOLDWATER INSTITUTE SHARED ORIGINAL ARTICLES, BLOG POSTS, INVESTIGATIVE REPORTS, LEGAL AND POLICY RESEARCH, GRAPHICS, AND GOLDWATER INSTITUTE-PRODUCED VIDEOS ON ALL PLATFORMS. THE GOLDWATER INSTITUTE'S FACEBOOK ACCOUNT RECEIVED OVER 600,000 IMPRESSIONS, AND ITS X ACCOUNT SURPASSED 520,000 IMPRESSIONS. ON YOUTUBE, THE GOLDWATER INSTITUTE'S VIDEOS RECEIVED OVER 85,000 VIEWS IN 2024, INCLUDING VIDEOS DISCUSSING TOPICS LIKE PROPERTY RIGHTS, FREE SPEECH, PARENTS' RIGHTS, AND EQUALITY. 6736317 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 32 0 1 47 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 9 9 1 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AL AK AR CA CO CT FL GA HI IL KS KY MD MA MI MN MS MT NH NJ NM NY NC OH OK OR PA RI SC TN UT VT VA WV WI X X ROGER ZETAH 6024625000 500 E CORONADO ROAD PHOENIX AZ 850041543 ERIC CROWN CHAIRMAN 5.00 X X 0 0 0 BARRY GOLDWATER JR DIRECTOR 4.00 X 0 0 0 RANDY P KENDRICK DIRECTOR 0.50 X 0 0 0 JOHN COTTON DIRECTOR 3.00 X 0 0 0 CHRISTOPHER GLEASON VICE CHAIRMAN 1.00 X X 0 0 0 GROVER NORQUIST DIRECTOR 0.50 X 0 0 0 CHARLES LAWRENCE TREASURER 0.50 X X 0 0 0 TOM HATTEN DIRECTOR 0.50 X 0 0 0 DOUGLAS DUCEY DIRECTOR 0.50 X 0 0 0 VICTOR RICHES PRESIDENT/CEO 40.00 X 287311 0 12027 ROGER ZETAH CFO/CORP SECRETARY 40.00 X 104829 0 27166 CHRISTINA SANDEFUR EXECUTIVE VP 40.00 X 207136 0 22462 TIMOTHY SANDEFUR VP FOR LITIGATION 40.00 X 213428 0 22576 JONATHAN RICHES VP FOR LITIGATION & GENERAL COUNSEL 40.00 X 186766 0 7987 MICHAEL BROWNFIELD DIRECTOR OF COMMUNICATIONS 40.00 X 163386 0 20644 MATTHEW BEIENBURG DIRECTOR OF EDUCATION POLICY 40.00 X 166987 0 28169 CHRISTOPHER THOMAS DIRECTOR OF LEGAL STRATEGY 40.00 X 165231 0 6616 1495074 0 147647 18 0 1 0 0 337072 11100524 3420790 11437596 LITIGATION COST REIMB 541100 379882 379882 379882 1184139 1184139 41263218 41604111 -340893 -340893 -340893 75948 337072 61728 14220 14220 1437 0 1437 1437 OTHER INCOME 541900 1097 1097 1097 12677478 381319 0 858563 660931 570076 27405 63450 3412745 2945673 140992 326080 80841 69524 3233 8084 260363 222414 11729 26220 283683 244989 11858 26836 91621 80837 10784 42317 42317 530057 530057 132163 132163 10509 10509 555543 304430 71697 179416 774133 761495 525 12113 259907 240308 980 18619 55236 49149 1520 4567 115837 96600 4803 14434 156693 129215 1509 25969 86303 86203 100 153110 127683 6349 19078 53110 53110 DUES AND SUBSCRIPTIONS 187026 129284 29458 28284 LITIGATION CENTER COST 141613 141613 EVENTS 82071 6367 81 75623 BANK & CREDIT CARD FEES 18647 3295 15352 17890 400 12236 5254 8162349 6736317 444390 981642 493541 460641 1229200 1653455 749672 62158 0 1915805 47991 67849 4389427 3004472 1486837 1384955 34605612 38614171 97059 10464 38709912 44169498 585576 380949 28043 0 613619 380949 X 12650393 15248812 25445900 28539737 38096293 43788549 38709912 44169498 4515129 1177127 0 X 0 1 X 1 0 X 5948844 5796880 6430311 30730984 11437596 60344615 5948844 5796880 6430311 30730984 11437596 60344615 25776663 34567952 55008 57767 111902 463984 1184139 1872800 35361 31152 15908 449233 1097 532751 62750166 1402758 0.55090 0.56870 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 361. 2021 AMOUNT: $ 1,152. 2022 AMOUNT: $ 15,908. 2023 AMOUNT: $ 81,519. 2024 AMOUNT: $ 1,097. NON REFUNDABLE DEPOSIT - 2020 AMOUNT: $ 35,000. 2021 AMOUNT: $ 30,000. VACATED FEES - 2023 AMOUNT: $ 367,714. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3286 526771 530057 7632292 8162349 558117 139529 0 0 382378 425341 531270 558117 1897106 2845659 25731 359479 472368 530057 1387635 95595 106335 132818 139529 474277 711416 2236 1729 4 3286 7255 24731522 580820 1335355 666000 25981697 1304876 23082703 805968 462025 24731522 1518481 -213605 1304876 1267127 251354 1518481 1169892 97235 1267127 0.00000 0.03500 0.96500 0 0 189322 189322 2660357 1558420 1101937 1539748 1446052 93696 1384955 X 16368105 1177127 2513500 3690627 12677478 0 12677478 10675849 2513500 2513500 8162349 0 8162349 PART V, LINE 4: THE ENDOWMENT FUNDS ARE USED TO SUPPORT THE DOROTHY D. AND JOSEPH A. MOLLER CENTER FOR CONSTITUTIONAL GOVERNMENT WHICH STUDIES A VARIETY OF ISSUES INCLUDING PROPERTY RIGHTS, CAMPAIGN FINANCE REGULATION, REGULATORY BODIES, LEGISLATIVE TERMS, BALANCE OF POWER AMONG LEVELS OF GOVERNMENT, PROCESSES OF JUDICIAL APPOINTMENT AND STATE SOVEREIGNTY. FURTHER, THESE FUNDS ASSIST THE LOGAN AND BARBARA VAN SITTERT CENTER FOR CONSTITUTIONAL ADVOCACY ("VAN SITTERT CENTER"). THE INTENT IS FOR THE VAN SITTERT CENTER TO BE A PERMANENT PART OF THE INSTITUTE'S FREEDOM INFRASTRUCTURE. THE FUNDS ALSO SUPPORT TWO FELLOWSHIPS THAT GIVE EXCEPTIONAL STUDENTS THE OPPORTUNITY TO SPEND A SEMESTER WORKING ON ECONOMIC POLICY AND LAW AT THE INSTITUTE AND TO BE GROOMED FOR A LEADERSHIP ROLE IN THE ONGOING QUEST FOR FREEDOM. PART X, LINE 2: THE INSTITUTE QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, THERE IS NO PROVISION FOR INCOME TAXES. INCOME DETERMINED TO BE UNRELATED BUSINESS TAXABLE INCOME WOULD BE TAXABLE. GOLDWATER INSTITUTE HOLDING COMPANY, LLC IS A DISREGARDED ENTITY FOR INCOME TAX PURPOSES. THE INSTITUTE EVALUATES THEIR UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS THROUGH REVIEW OF THEIR POLICIES AND PROCEDURES, REVIEW OF THEIR REGULAR TAX FILINGS, AND DISCUSSIONS WITH OUTSIDE EXPERTS. AT DECEMBER 31, 2024 AND 2023, MANAGEMENT BELIEVES THE INSTITUTE DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS. THE INSTITUTE'S FEDERAL RETURNS OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) FOR 2021, 2022 AND 2023 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THE THREE YEARS AFTER THEY WERE FILED. X X X X X X 1 AMERICAN PHILANTHROPIC LLC PO BOX 1480 HOCKESSIN DE 19707 MESSAGING ADVICE 0 229642 78000 151642 OPTIMIZING CONSULTING PO BOX 660121 AUSTIN TX 78723 MESSAGING ADVICE 0 57977 54163 3814 287619 132163 155456 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY DC ANNUAL DINNER 413020 337072 75948 61728 413020 337072 75948 61728 61728 14220 X X 0 0 0 0 0 0 0 1 0 VICTOR RICHES PRESIDENT/CEO 287311 0 0 0 0 0 0 0 12027 0 299338 0 0 0 TIMOTHY SANDEFUR VP FOR LITIGATION 205428 0 8000 0 0 0 8628 0 13948 0 236004 0 0 0 CHRISTINA SANDEFUR EXECUTIVE VP 192136 0 15000 0 0 0 8388 0 14074 0 229598 0 0 0 MATTHEW BEIENBURG DIRECTOR OF EDUCATION POLICY 156987 0 10000 0 0 0 6646 0 21523 0 195156 0 0 0 JONATHAN RICHES VP FOR LITIGATION & GENERAL COUNSEL 186766 0 0 0 0 0 7477 0 510 0 194753 0 0 0 MICHAEL BROWNFIELD DIRECTOR OF COMMUNICATIONS 158386 0 5000 0 0 0 6638 0 14006 0 184030 0 0 0 CHRISTOPHER THOMAS DIRECTOR OF LEGAL STRATEGY 159231 0 6000 0 0 0 6106 0 510 0 171847 0 0 0 PART I, LINE 7 THE ORGANIZATION PROVIDED BONUS PAYMENTS BASED ON MEETING ORGANIZATIONAL GOALS AND WITH THE APPROVAL OF THE BOARD OF DIRECTORS. X 10 213244 FAIR MARKET VALUE X 1 1253580 FAIR MARKET VALUE X NOTE RECEIVABLE 1 1953966 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: THE INSTITUTE PROCESSES DONATED REAL ESTATE THROUGH GOLDWATER INSTITUTE HOLDING COMPANY, LLC, IN WHICH THE INSTITUTE IS THE SOLE MEMBER. FORM 990, PART III: CASE UPDATE AGUIRRE V. ARIZONA DEPARTMENT OF EDUCATION THE INSTITUTE IS REPRESENTING PARENTS IN CHALLENGING THE ARIZONA DEPARTMENT OF EDUCATION'S "CURRICULUM NEXUS" REQUIREMENT UNDER THE EMPOWERMENT SCHOLARSHIP ACCOUNT PROGRAM. THIS CASE WILL ENSURE THAT ESA SCHOLARSHIP AWARDS ARE DONE IN A LAWFUL MANNER THAT ENSURES THAT FAMILIES GET THE BENEFITS THE PROGRAM ENTITLES THEM TO. NO MOTION FOR FEES HAS BEEN FILED AT THIS STAGE. ANDERSON V. ARIZONA BOARD OF REGENTS ARIZONA STATE UNIVERSITY REQUIRES FACULTY TO COMPLETE A TRAINING CALLED "ASU INCLUSIVE COMMUNITIES," WHICH PROMULGATES BLAME OR JUDGMENT ON THE BASIS OF RACE, IN VIOLATION OF STATE LAW - IN OTHER WORDS, INSTRUCTS EMPLOYEES THAT THE UNITED STATES IS A STRUCTURALLY RACIST SOCIETY, IN WHICH MEMBERS OF SOME RACES ARE "PRIVILEGED" DUE TO THEIR RACE. REPRESENING AN ASU PROFESSOR, WE ARE CHALLENGING THE LEGALITY OF THIS REQUIREMENT IN ORDER TO VINDICATE THE RIGHTS OF STATE EMPLOYEES AND OF TAXPAYERS WHO ARE FORCED TO FUND THIS UNLAWFUL PROGRAM. NO MOTION FOR FEES HAS BEEN FILED AT THIS POINT. ASSOCIATED MINORITY CONTRACTORS OF ARIZONA V. CITY OF PHOENIX PHOENIX AND TUCSON PASSED "PREVAILING WAGE ORDINANCES THAT VIOLATE A STATE LAW EXPRESSLY FORBIDDING MUNICIPALITIES FROM ENACTING PREVAILING WAGE ORDINANCES. WE REPRESENT SEVERAL TRADE GROUPS IN A CHALLENGE TO THESE ILLEGAL ORDINANCES, IN ORDER TO PROTECT TAXPAYERS FROM HIGH LABOR COSTS AND TO ENSURE LOCAL GOVERNMENTS OBEY THE LAW. NO FEES WERE AWARDED IN THE TRIAL COURT, AND THEY HAVE NOT YET BEEN SOUGHT ON APPEAL. BARTH V. TOWN OF GILBERT THE TOWN OF GILBERT IS IMPOSING A NEW AND INCREASED TAX ON SERVICES ON SEVERAL TAXING CATEGORIES, INCLUDING HOME-SHARING SERVICES. THESE TAXES VIOLATE THE ARIZONA CONSTITUTION, WHICH PROHIBITS CITIES FROM IMPOSING OR RAISING TAXES ON SERVICES. REPRESENTING A PROPERTY OWNER AND THE HOME BUILDERS' ASSOCIATION OF CENTRAL ARIZONA, WE SUED TO CHALLENGE THESE UNCONSTITUTIONAL TAXES. NO MOTION FOR REES HAS BEEN FILED AT THIS STAGE OF THE LITIGATION. BATES V. STATE OF OREGON WE REPRESENT THE OWNER OF AN OREGON VAPE SHOP WHOSE FREE SPEECH RIGHTS ARE VIOLATED BY STATE RULES PROHIBITING SELLERS FROM TRUTHFULLY LABELING THE VAPING LIQUIDS THEY SELL WITH WORDS SUCH AS "STRAWBERRY OR FROM INCLUDING PICTURES OF STRAWBERRIES ON LABELS. OUR LAWSUIT CONTENDS THAT THIS VIOALTES THE STATE CONSTITUTION'S PROTECTIONS FOR FREEDOM OF SPEECH. WE PREVAILEDIN THE OREGON COURT OF APPEALS, BUT THE OREGON SUPREME COURT HAS NOW TAKEN UP THE CASE. THIS LAWSUIT WILL PROTECT FREE EXPRESSION RIGHTS UNDER THE STATE CONSTITUTION. NO FEES HAVE BEEN AWARDED. CENTER FOR ARIZONA POLICY, INC. V. STATE OF ARIZONA THIS CASE CHALLENGES THE CONSTITUTIONALITY OF PROPOSITION 211, WHICH DEPRIVES DONORS OF THEIR PRIVACY RIGHTS IF THEY DONATE TO NONPROFIT ORGANIZATIONS THAT SUPPORT OR OPPOSE BALLOT INITIATIVES AT AN ELECTION OR SPEAK ABOUT CANDIDATES FOR PUBLIC OFFICE. WE REPRESENT TWO NONPROFIT ORGANIZATIONS AND TWO ANONYOMOUS DONORS IN CONTENDING THAT THIS RESTRICTION VIOLATES THE STATE CONSTITUTION'S FREEDOM OF SPEECH AND PRIVACY CLAUSES. THE TRIAL COURT DISMISSED THE COMPLAINT AND THE ARIZONA COURT OF APPEALS AFFIRMED THAT DECISION. THE ARIZONA SUPREME COURT HAS NOW ACCEPTED REVIEW. NO FEES HAVE BEEN AWARDED. CROWE V. OREGON STATE BAR THIS CASE CHALLENGES AN OREGON LAW THAT REQUIRES ATTORNEYS TO JOIN AND PAY DUES TO THE OREGON STATE BAR. THE BAR USES THESE DUES TO ENGAGE IN POLITICAL ADVOCACY AND TO PUBLISH A MAGAZINE THAT MAKES POLITICAL STATEMENTS WITH WHICH MEMBERS DO NOT NECESSARILY AGREE. THE CASE RAISES FIRST AMENDMENT FREE SPEECH AND FREEDOM OF ASSOCIATION ISSUES THAT WILL PROTECT BOTH ATTORNEYS AND OTHER MEMBERS OF THE PUBLIC. THE TRIAL COURT FOUND IN FAVOR OF THE OREGON STATE BAR. THE NINTH CIRCUIT COURT OF APPEALS FOUND IN FAVOR OF OUR CLIENT, DANIEL CROWE. WE HAVE ASKED THE U.S. SUPREME COURT TO TAKE THE CASE. NO FEES HAVE BEEN AWARDED. GOLDWATER INSTITUTE V. CITY OF PHOENIX THIS IS A STATUTORY SPECIAL ACTION CASE AGAINST THE CITY'S REFUSAL TO PRODUCE LABOR NEGOTIATION RECORDS AS THE STATE'S PUBLIC RECORDS LAWS REQUIRE. THIS CASE WILL ENSURE TRANSPARENCY FOR THE PUBLIC, PARTICULARLY IN THE CONTEXT OF LABOR NEGOTIATIONS. THE ARIZONA COURT OF APPEALS RULED AGAINST THE INSTITUTE, AND WE HAVE NOW FILED A PETITION FOR REVIEW WITH THE ARIZONA SUPREME COURT. NO FEES HAVE BEEN AWARDED. GOLDWATER INSTITUTE V. U.S. DEPARTMENT OF EDUCATION GOLDWATER SENT A FREEDOM OF INFORMATION REQUEST TO THE FEDERAL DEPARTMENT OF EDUCATION SEEKING DOCUMENTS REGARDING THE BIDEN ADMINITRATION'S DECISION TO IMPOSING A $37.7 MILLION FINE ON GRAND CANYON UNIVERSITY. THE DEPARTMENT REFUSED TO PROVIDE THE REQUESTED DOCUMENTS, CITING VARIOUS EXCEPTIONS TO THE FOIA REQUIREMENT. THIS CASE SEEKS TO COMPEL THE PRODUCTION OF THE DOOCUMENTS TO PROMOTE TRANSARENCY IN GOVERNMENT OPERATIONS AND INFORM THE PUBLIC ABOUT HOW SIGNIFICANT DECISIONS WERE MADE BY THE FEDERAL GOVERNMENT. THE TRIAL COURT HAS ORDERED THE DEPARTMENT TO REPROCESS AND RE-RELEASE REQUESTED DOCUMENTS. NO MOTION FOR FEES HAS BEEN FILED AT THIS STAGE. HEDRICK V. CITY OF HOLIDAY ISLAND WE REPRESENT AN ARKANSAS BUSINESS OWNER WHOSE TRASH-HAULING BUSINESS HAS BEEN BLOCKED BY THE CITY UNDER AN AGREEMENT THAT GIVES A MONOPOLY ON GARBAGE REMOVAL TO ANOTHER BUSINESS. WE ARGUE THAT THIS VIOLATES THE ANTI-MONOPOLY CLAUSE OF THE ARKANSAS CONSTITUTION, AND OTHER CLAUSES PROTECTING THE CONSTITUTIONAL RIGHT TO EARN A LIVING. THE TRIAL COURT GRANTED THE CITY'S MOTION TO DISMISS, AND WE HAVE APPELAED TO THE ARKANSAS SUPREME COURT. NO FEES HAVE BEEN AWARDED. IN RE CHILDREN OF L.K. THIS CASE INVOLVES TWO MINNESOTA CHILDREN BORN WITH SEVERE MEDICAL PROBLEMS DUE TO THEIR MOTHER'S DRUG USE. THEY WERE PLACED WITH A FOSTER FAMILY THAT CARED FOR THEM, BUT A YEAR LATER, WERE TAKEN AWAY UNDER THE INDIAN CHILD WELFARE ACT. REPRESENTING THE FOSTER FAMILY, WE ARGUE THAT THIS IS UNCONSTITUTIONAL BECAUSE IT TREATS CHILDREN AND ADULTS DIFFERENTLY BASED SOLELY ON THEIR BIOLOGICAL ANCESTRY, IN VIOLATION OF THE FIFTH AND FOURTEENTH AMENDMENTS. THE MINNESOTA COURT OF APPEALS REJECTED OUR CONSTITUTIONAL CLAIMS, AND WE PETITIONED TO THE MINNESOTA SUPREME COURT, WHERE WE ARE AWAITING A DECISION. NO FEES HAVE BEEN AWARDED. KNIGHT V. FONTES ARIZONA LAW PROHIBITS VOTERS IN CERTAIN GEOGRAPHIC AREAS FROM VOTING ON THE RETENTION OF JUDGES TO THE ARIZONA COURT OF APPEALS, BASED ON THE JUDGE'S RESIDENCY. REPRESENTING SEVERAL CITIZENS, WE ARE CHALLENGING THE CONSTITUTIONALITY OF THAT LAW, ARGUING THAT JUDGES SHOULD STAND FOR RETENTION ON A STATEWIDE BASIS, BECAUSE THEIR DECISIONS ARE BINDING ON ALL ARIZONANS. THIS CASE WILL ADVANCE FAIR AND EQUAL VOTING RIGHTS FOR ALL ARIZONA VOTERS. THE CASE IS PENDING IN THE ARIZONA SUPREME COURT. NO FEES HAVE BEEN AWARDED. LAVIGNE V. GREAT SALT BAY COMMUNITY SCHOOL BOARD WE REPRESENT A MAINE MOTHER IN THIS CASE AGAINST A SCHOOL DISTRICT WHOSE EMPLOYEES GAVE MS. LAVIGNE'S 13-YEAR-OLD CHILD A CHEST BINDER AND BEGAN A "GENDER TRANSITION" PLAN WHILE KEEPING THAT FACT FROM MS. LAVIGNE. WE CONTEND THAT THE SCHOOL'S ACTIONS VIOLATED MS. LAVIGNE'S FUNDAMENTAL PARENTAL RIGHTS UNDER THE 14TH AMENDMENT. THE DISTRICT COURT RULED AGAINST MS. LAVIGNE, AND WE APPEALED TO THE FIRST CIRCUIT, WHERE THE CASE IS NOW PENDING. NO MOTION FOR AN AWARD OF FEES HAS BEEN FILED AT THIS STAGE. NATIONAL EDUCATION ASSOCIATION-RI V. SOLAS WE REPRESENT A RHODE ISLAND MOTHER WHO SOUGHT INFORMATION VIA THAT STATE'S PUBLIC RECORDS LAWS ABOUT WHAT WAS BEING TAUGHT TO HER CHILD IN PUBLIC SCHOOL CLASSROOMS. AFTER THE PUBLIC RECORDS REQUESTS WERE FILED, THE STATE'S TEACHER UNION SUED HER TO KEEP HER FROM OBTAINING THE INFORMATION. WE ASSERT THAT STATE LAW DOES NOT ALLOW THE UNION TO FILE SUCH A LAWSUIT. THIS CASE PROMOTES GOVERNMENT TRANSPARENCY AND ACCESS TO PUBLIC INFORMATION BY PREVENTING IMPROPER ATTEMPTS TO DENY PUBLIC RECORDS. NO FEES HAVE BEEN AWARDED. NEPTUNE SWIMMING FOUNDATION V. SCOTTSDALE THIS CASE CHALLENGES THE CONSTITUTIONALITY OF THE CITY OF SCOTTSDALE'S DECISION TO LEASE SWIMMING LANES AT A PUBLIC FACILITY TO AN ORGANIZATION THAT SUBMITTED A LOWER BID THAN OUR CLIENT DID. WE ASSERT THAT THE CITY'S DECISION TO LEASE THIS PUBLICLY OWNED PROPERTY AT BELOW-MARKET RATES VIOLATES THE ARIZONA CONSTITUTION'S GIFT CLAUSE, WHICH FORBIDS THE CITY FROM GIVING AWAY PUBLIC RESOURES TO PRIVATE PARTIES. THIS CASE SEEKS TO PROTECT TAXPAYERS IN THE GOVERNMENT PROCUREMENT PROCESS. THE ARIZONA SUPREME COURT RULED IN OUR FAVOR, BUT REMANDED FOR FURHTER PROCEEDINGSON ANOTHER CLAIM, WHICH IS STILL ONGOING IN THE TRIAL COURT. NO FEES HAVE BEEN AWARDED. OAK CREEK HOSPITALITY V. CITY OF SEDONA THIS CASE CHALLENGES THE LEGALITY OF THE CITY OF SEDONA'S PROHIBITION ON THE USE OF A MOBILE HOME PARK FOR SHORT-TERM AND VACATION RENTALS. ARIZONA STATE LAW FORBIDS LOCAL GOVERNMENTS FROM PROHIBITING SHORT-TERM RENTALS (ALTHOUGH IT ALLOWS CITIES TO ENFORCE RULES AGAINST NOISE, TRAFFIC, AND OTHER NUISANCES). TO VINDICATE THE PRIVATE PROPERTY RIGHTS OF MOBILE-HOME OWNERS, AND ENSURE THAT LOCAL GOVERNMENTS OBEY STATE LAW, WE SUED, ARGING THAT THE CITY MAY NOT TREAT AN ENTIRE MOBILE HOME PARK AS A SINGLE UNIT WHEN RESTRICTING THE SHORT-TERM RENTALS. THE TRIAL COURT GRANTED THE CITY'S MOTION TO DISMISS, AND THE CASE IS NOW PENDING IN THE ARIZONA COURT OF APPEALS. NO FEES HAVE BEEN AWARDED. OGSTON V. ARIZONA DEP'T OF REVENUE IN 2023, THE YUMA COUNTY HOSPITAL DISTRICT ASKED THAT COUNTY'S BOARD OF SUPERVISORS TO IMPOSE A TAX TO RAISE FUNDS TO FUND ITS LEGAL BILLS. BUT STATE LAW REQUIRES THAT TAXES OF THIS SORT BE APPROVED BY VOTERS, A REQUIREMENT THE COUNTY DISREGARDED. REPRESENTING TAXPAYERS, WE SUED TO ENJOIN THE TAX, TO DEFEND THE RIGHTS OF VOTERS AND TAXPAYERS. THE TRIAL COURT DISMISSED, AND WE APPEALED. THE CASE IS PENDING IN THE COURT OF APPEALS. NO FEES HAVE BEEN SOUGHT SO FAR. PATEL V. CITY OF HOLBROOK WE REPRESENTED A PROPERTY OWNER WHO SOUGHT TO SELL HIS LAND TO A BUYER WHO INTENDED TO CONVERT THE PROPERTY FROM A MOTEL TO A RESIDENTIAL CARE FACILITY. ALTHOUGH THIS WAS ALLOWED UNDER THE PROPERTY'S ZONING, THE CITY CHANGED ITS ZONING ORDINANCE TO EFFECTIVELY FORBID RESIDENTIAL CARE SERVICES, THEREBY REDUCING THE VALUE OF THE PROPERTY. WE SUED, ARGUING THAT THE OWNER WAS ENTITLED TO COMPENSAITON UNDER ARIZONA'S PRIVATE PROPERTY RIGHTS PROTECITON ACT. THE CASE WAS MEDIATED AND SUBSEQUENTLY SETTLED. EACH PARTY AGREED TO BEAR ITS OWN ATTORNEY FEES AND COSTS. PAULIN V. CITY OF PHOENIX THIS CASE CHALLENGES THE CITY OF PHOENIX'S $8 MILLION SUBSIDY TO A PRIVATE REAL ESTATE DEVELOPER OF THE HUBBARD PROJECT THROUGH USE OF A TECHINIQUE CALLED "GPLET," WEHREBY A PROPERTY OWNER CONVEYS ITS LAND TO THE GOVERNMENT, THEREBY TAKING IT OFF THE TAX ROLLS, THEN LEASES IT BACK FROM THE GOVERNMENT TO OPERATE FOR PROFIT - THEREBY ELIMINATING THE OWNER'S PROPERTY TAX LIABILITY. THIS VIOLATES THE STATE CONSTITIUTION'S PROHIBITIONS ON SUBSIDIES AND CONVEYANCE TO EVADE TAXATION. OUR LAWSUIT SEEKS TO PROTECT TAXPAYERS AND ENSURE THAT PUBLIC RESOURCES ARE USED FOR PUBLIC PURPOSES. THE CASE IS NOW PENDING IN THE ARIZONA COURT OF APPEALS. NO FEES HAVE BEEN AWARDED. POMEROY V. UTAH STATE BAR THIS CASE CHALLENGES THE MANDATORY BAR ASSOCIATION IN UTAH. REPRESENTING AN ATTORNEY IN CHALLENGING THE REQUIREMENT THAT LAWYERS JOIN AND FUND THAT STATE'S MANDATORY BAR ASSOCIATION, WE ARGUE THAT THE FIRST AMENDMENT FORBIDS THE STATE FROM INTRUDING ON ATTORNEY'S FREEDOMS OF SPEECH AND ASSOCIATION. THE CASE IS NOW PENDING IN THE TENTH CIRCUIT COURT OF APPEALS. NO FEES HAVE BEEN AWARDED. ROSE V. TOWN OF PAYSON THIS CASE CHALLENGES THE TOWN OF PAYSON'S USE OF AN "EMERGENCY CLAUSE" TO MAKE A $70 MILLION MUNICIPAL BOND MEASURE EFFECTIVE IMMEDIATELY - THEREBY EVADING THE STATE LAW REQUIREMENT THAT SUCH BOND MEASURES BE APPROVED BY VOTERS. REPRESENTING A PAYSON TAXPAYER, WE CONTEND THAT EMERGENCIES MUST BE GENUINE, NOT BASED ON MERE ECONOMIC OPPORTUNITY. THE TRIAL COURT FOUND IN FAVOR OF THE TOWN AND THE COURT OF APPEALS DISMISSED THE CASE AS MOOT. WE ARE PREPARING AN APPEAL TO THE ARIZONA SUPREME COURT. NO FEES HAVE BEEN AWARDED. SCHELL V. GURICH THIS CASE CHALLENGES OKLAHOMA LAWS THAT FORCE LAWYERS TO JOIN AND PAY DUES TO THE STATE'S BAR ASSOCIATION. THE BAR USES THIS MONEY TO LOBBY THE GOVERNMENT AND TAKE POLITICAL POSITIONS ON MATTERS WITH WHICH MEMBERS DO NOT NECESSARILY AGREE. REPRESENTING AN OKLAHOMA LAWYER, WE FILED SUIT ARGUING THAT THIS VIOLATES THE FIRST AMENDMENT FREEDOMS OF SPEECH AND ASSOCIATION. THE CASE IS PENDING IN THE FEDERAL DISTRICT COURT. NO FEES HAVE BEEN AWARDED. SOLAS V. SOUTH KINGSTOWN SCHOOL DEPARTMENT ON BEHALF OF RHODE ISLAND MOTHER NICOLE SOLAS, WE REQUESTED AN OFFICIAL ATTORNEY GENERAL OPINION REGARDING WHETHER STATE OFFICIALS VIOLATED THE STATE'S OPEN MEETING LAWS WHEN THEY ORGANIZED COMMITTEE WITH AUTHORITY RELATING TO SCHOOL POLICIES BUT EXCLUDED THE PUBLIC FROM THOSE MEETINGS. THE ATTORNEY GENERAL ISSUED AN OPINION FINDING THAT THE COMMITTEE WAS NOT SUBJECT TO THE OMA. WE FILED A LAWSUIT. THE TRIAL COURT GRANTED THE COMMITTEE'S MOTION FOR SUMMARY JUDGMENT. THIS CASE SEEKS TO UPHOLD STATE LAW PROTECTIONS THAT REQUIRE PUBLIC TRANSPARENCY IN PUBLIC MEETINGS WHERE PUBLIC BUSINESS IS CONDUCTED. THE CASE IS NOW PENDING BEFORE THE RHODE ISLAND SUPREME COURT. NO FEES HAVE BEEN AWARDED. SOLAS V. UNIVERSITY OF RHODE ISLAND THIS CASE IS A PUBLIC RECORDS DISPUTE AGAINST THE UNIVERSITY FOR WITHHOLDING "SAFE ZONE" TRAINING MATERIALS OF UNIVERISTY EMPLOYEES. "SAFE ZONE" IS A PRIVATE BUSINESS THAT CONDUCTS TRAINING WORKSHOPS RELATING TO "LGBTQ+ IDENTITITES, GENDER AND SEXUALITY, AND PREJUDICE, ASSUMPTIONS AND PRIVILEGE." WE FILED A COMLAINT WITH THE ATTORNEY GENERAL AND ARE AWAITING A DECISION. THIS CASE SEEKS TO PROMOTE GOVERNMENT TRANSPARENCY IN HIGHER EDUCATION AND BEYOND. NO FEES HAVE BEEN AWARDED. TYCENSKI V. NEW JERSEY DEPARTMENT OF EDUCATION THE NEW JERSEY DEPARTMENT OF EDUCATION ADOPTED GUIDELINES ESTABLISHING THAT SCHOOL PERSONNEL SHOULD NOT NOTIFY PARENTS WHEN THEIR CHILDREN SEEK TO CHANGE THEIR "GENDER IDENTITY OR EXPRESSION." THREE SCHOOL DISTRICTS IN NEW JERSEY, HOWEVER, ADOPTED POLICIES REQUIRING PARENTAL NOTIFICATION WHEN A SCHOOL RECOGNIZES A STUDENT'S NEW GENDER IDENTITY. THE ATTORNEY GENERAL SUED TO CHALLENGE THE LEGALITY OF THESE POLICIES. GOLDWATER SOUGHT TO INTERVENE IN ONE OF THOSE LAWSUITS ON BEHALF OF PARENTS IN SUPPORT OF THE NOTIFICATION POLICIES. OUR CLIENT WAS DENIED INTERVENTION BEFORE THE AGENCY, HOWEVER, AND THE CASE WAS REMANDED TO AN ADMINISTRATIVE AGENCY, WHERE IT IS STILL PENDING. NO FEES HAVE BEEN AWARDED. UNION LLC V. ARIZONA DEP'T OF AGRICULTURE THE ARIZONA DEPARTMENT OF AGRICULTURE PROMULGATED A RULE REQUIRING THAT ALL EGGS SOLD OR PRODUCED IN THE STATE COME FROM "CAGE-FREE HENS." ON BEHALF OF AN AFFECTED RESTAURANT OWNER, WE SUED, ARGUING THAT THAT THIS RULE GOES BEYOND THE DEPARTMENT'S STATUTORY AUTHORITY, AND VIOLATES THE CONSTITUTION'S NON-DELEGATION PRINCIPLE. THE LAWSUIT IS PENDING IN MARICOPA COUNTY SUPERIOR COURT. NO FEES HAVE BEEN AWARDED. VANGILDER V. PINAL COUNTY IN NOVEMBER 2017, PINAL COUNTY ADOPTED A "TRANSPORTATION EXCISE TAX" TO PAY FOR ROAD IMPROVEMENTS. THE TAX APPLIED ONLY TO RETAIL SALES OF ITEMS BELOW $10,000. ARIZONA LAW SPECIFIES WHAT MUST BE TAXED AND IN WHAT AMOUNTS WHEN A COUNTY CREATES A TRANSPORTATION EXCISE TAX; THUS, THIS TAX IS UNLAWFUL. THE INSTITUTE REPRESENTED TAXPAYERS IN A LAWSUIT CHALLENGING THE TAX UNDER VARIOUS STATUTORY AND CONSTITUTIONAL GROUNDS. THE ARIZONA SUPREME COURT RULED IN OUR FAVOR AND REMANDED TO THE TRIAL COURT FOR ENFORCEMENT. THE CASE REMAINS PENDING IN THE TRIAL COURT. NO FEES WERE AWARDED. FORM 990, PART VI, SECTION A, LINE 2 PRESIDENT/CEO, VICTOR RICHES AND VP FOR LITIGATION AND GENERAL COUNSEL, JONATHAN RICHES HAVE A FAMILY RELATIONSHIP. KEY EMPLOYEE CHRISTINA SANDEFUR, EXECUTIVE VP, AND TIMOTHY SANDEFUR, VP FOR LEGAL AFFAIRS, HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE BOARD OF DIRECTORS ARE ALSO MEMBERS OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A NEW DIRECTORS ARE ELECTED BY THE REMAINING BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B AN OUTSIDE ACCOUNTING FIRM PREPARES THE FORM 990 AND IT IS REVIEWED BY THE CEO, CFO, EXECUTIVE VICE PRESIDENT, EXECUTIVE COMMITTEE, AND GENERAL COUNSEL PRIOR TO SUBMISSION TO THE BOARD OF DIRECTORS FOR REVIEW. THE MANAGEMENT TEAM ADDRESSES ANY ISSUES RAISED BY THE BOARD BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST IS AN INTERESTED PERSON. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF THE CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DISCUSS IF A CONFLICT OF INTEREST EXISTS. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY REQUIRES ANNUAL DISCLOSURE FROM ALL MEMBERS OF THE BOARD OF DIRECTORS AND OFFICERS. A STATEMENT IS FILED BY EACH BOARD MEMBER REQUIRING THE DISCLOSURE OF ANY CONFLICTS AND TO STATE THE RESOLUTION OF THAT CONFLICT, IF ANY. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE REVIEWED AND APPROVED COMPENSATION FOR OFFICERS AND KEY EMPLOYEES. ALL COMPENSATION DECISIONS ARE DOCUMENTED CONTEMPORANEOUSLY IN THE MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE INSTITUTE'S WEBSITE. THE ORGANIZATION'S ARTICLES OF INCORPORATION, BY-LAWS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. GOLDWATER INSTITUTE HOLDING COMPANY LLC 500 E CORONADO RD PHOENIX AZ 85004 861023067 REAL ESTATE AZ 0 1384955 N/A