2025-12-09T11:57:06-06:00 2024-12-31 742900215 MAXWELL LOCKE & RITTER LLP 401 CONGRESS AVENUE SUITE 2000 AUSTIN TX 787019682 990 2024-01-01 861325445 CICERO RESEARCH CICE 5128152028 2112 RIO GRANDE STREET AUSTIN TX 78705 WHITNEY MUNRO TREASURER 5128152028 2025-12-02 1 0 SHANNON PETERSON P01281287 5123703200 2025-12-02 2024 2025-03-06 01:10:19Z CICERO INSTITUTE WHITNEY MUNRO 2112 RIO GRANDE STREET AUSTIN TX 78705 13310263 0 X CICEROINSTITUTE.ORG X 2020 TX CICERO RESEARCH IS A NONPROFIT, NONPARTISAN 501(C)(3) ORGANIZATION THAT OPERATES, ALONG WITH ITS RELATED AND INDEPENDENT 501(C)(4) ORGANIZATION CICERO ACTION, AS THE CICERO INSTITUTE. CICERO RESEARCH'S MISSION IS TO EDUCATE THE PUBLIC AND SUPPORT ACTIVITIES THAT EMBRACE THE PRINCIPLES OF A FREE SOCIETY AND HIGHLIGHT THE PRINCIPLES OF LIBERTY, ACCOUNTABILITY, AND TRANSPARENCY TO FIX BROKEN PUBLIC SYSTEMS AND LIFT UP MILLIONS OF AMERICANS. 6 6 0 6 0 0 6001875 12717805 14000 0 31699 592458 51173 0 6098747 13310263 15780 30000 0 0 0 3116220 0 0 18300 3534587 2937060 3550367 6083280 2548380 7226983 18521935 26998787 39970 78707 18481965 26920080 X CICERO RESEARCH IS A NONPROFIT, NONPARTISAN 501(C)(3) ORGANIZATION THAT OPERATES, ALONG WITH ITS RELATED AND INDEPENDENT 501(C)(4) ORGANIZATION CICERO ACTION, AS THE CICERO INSTITUTE. CICERO RESEARCH'S MISSION IS TO EDUCATE THE PUBLIC AND SUPPORT ACTIVITIES THAT EMBRACE THE PRINCIPLES OF A FREE SOCIETY AND HIGHLIGHT THE PRINCIPLES OF LIBERTY, ACCOUNTABILITY, AND TRANSPARENCY TO FIX BROKEN PUBLIC SYSTEMS AND LIFT UP MILLIONS OF AMERICANS. 0 0 4284638 30000 PUBLIC POLICY RESEARCH:CICERO RESEARCH UNDERTOOK ACTIVITIES AND MADE GRANTS TO EDUCATE THE PUBLIC ABOUT THE IMPORTANCE OF LIBERTY, ACCOUNTABILITY, AND TRANSPARENCY WITH RESPECT TO SEVERAL POLICY AREAS SUCH AS HOMELESSNESS, PUBLIC SAFETY, EDUCATION, WORKFORCE, REGULATORY REFORM, AND HEALTHCARE. 4284638 1 1 0 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 44 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA CT FL GA HI IL KS MD MA MI MN MS NH NJ NM NY ND OR PA RI SC TN KY UT WV WI X THE ORGANIZATION 5128152028 2110 RIO GRANDE STREET AUSTIN TX 78705 JOSEPH LONSDALE CHAIRMAN 1.00 1.00 X X 0 0 0 AARON WEBMAN DIRECTOR 1.00 1.00 X 0 0 0 BLAKE BRICKMAN DIRECTOR 1.00 1.00 X 0 0 0 CLAY SPENCE DIRECTOR 1.00 1.00 X 0 0 0 TAYLER LONSDALE DIRECTOR 1.00 1.00 X 0 0 0 TYSON HENDRICKSEN DIRECTOR 1.00 1.00 X 0 0 0 RYAN VASSAR SECRETARY & GENERAL COUNSEL 20.00 20.00 X 125246 136754 34866 WHITNEY MUNRO TREASURER 1.00 1.00 X 0 0 0 STEPHEN GARRISON CHIEF EXECUTIVE OFFICER 40.00 0.00 X 420000 0 10413 BRYAN SUNDERLAND EXECUTIVE DIRECTOR 10.00 30.00 X 68735 194390 34964 CHRIS JONES SENIOR FELLOW 40.00 0.00 X 230000 0 30357 MICHAEL BRICKMAN POLICY DIRECTOR 40.00 0.00 X 220000 0 24740 STEFANI BUHAJLA COMMUNICATIONS DIRECTOR 40.00 0.00 X 165000 0 32503 JONATHAN WOLFSON POLICY DIRECTOR 40.00 0.00 X 261800 0 35033 ADAM MEIER SENIOR FELLOW 40.00 0.00 X 255000 0 35983 1745781 331144 238859 10 0 1 0 DIALOG CONCEPTS LLC 2705 DOUGHERTY FERRY ROAD ST LOUIS MO 63021 WEBSITE AND HOSTING SERVICES 160610 PRESIDENTS LANE CONSULTING 11 THOMAS BURGIN PKWY QUINCY MA 02169 CONSULTING 109270 2 12717805 2220608 12717805 592458 592458 13310263 0 0 592458 X 30000 30000 663310 573289 86199 3822 2452910 2120012 318764 14134 10106 4892 5214 50321 24358 25963 945150 457493 487657 172841 31612 141229 141698 47565 93884 249 220200 169385 50815 458066 329573 128493 19587 14093 5494 8555 8555 6737 777 5918 42 PROGRAM EXPENSES 759763 367758 392005 EVENT EXPENSES 135436 112841 22595 BUSINESS EXPENSES 8600 990 7557 53 6083280 4284638 1780342 18300 6040884 809145 10099558 100 0 856035 1171502 34219 27090 15684 7129 11606232 14894849 3000 16604 18521935 26998787 39970 78707 39970 78707 X 17866135 26920080 615830 0 18481965 26920080 18521935 26998787 7226983 1211132 0 X X 0 1 X 1 0 X 13029248 14774489 6001875 12717805 46523417 13029248 14774489 6001875 12717805 46523417 9299238 37224179 31699 592458 624157 51173 51173 47198747 89000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 6083280 6083280 454164 113541 0 0 454164 454164 681246 113541 113541 170312 34219 27090 7129 7129 4315520 C INTEREST IN LIMITED LIABILITY COMPANY 10579329 F 14894849 14761491 1211132 240096 1451228 13310263 0 13310263 6323376 240096 240096 6083280 0 6083280 1 STATE POLICY NETWORK 1655 NORTH FORT MYER DRIVE SUITE 360 ARLINGTON VA 22209 570952531 501(C)(3) 30000 0 GENERAL PURPOSE 1 PART I, LINE 2: CICERO RESEARCH (CICERO) FISCALLY SPONSORS NASCENT NONPROFIT ORGANIZATIONS THAT INTEND TO SEEK OR ARE AWAITING A TAX-EXEMPT DETERMINATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE WHEN THE MISSIONS OF SUCH ORGANIZATIONS ARE ALIGNED WITH CICERO'S MISSION. CICERO MAINTAINS FULL OVERSIGHT AUTHORITY OVER ALL FUNDS RECEIVED UNDER THE SPONSORSHIP AGREEMENT TO ENSURE THAT FUNDS ARE USED FOR THEIR INTENDED CHARITABLE PURPOSE. CICERO REVIEWS A SPONSORED ORGANIZATION'S OPERATING BUDGET, AS WELL AS THE ORGANIZATION'S MONTHLY EXPENDITURE REPORTS TO ENSURE COMPLIANCE. WHEN NECESSARY, CICERO REQUESTS ADDITIONAL INFORMATION ON EXPENDITURES TO DOCUMENT COMPLIANCE. UPON CONCLUSION OF THE SPONSORSHIP, CICERO REVIEWS THE SPONSORED ORGANIZATION'S YEAR-END FINANCIAL INFORMATION, INCLUDING TAX FILINGS, TO FURTHER ENSURE COMPLIANCE. IF COMPLIANCE CONCERNS EXIST, CICERO DOCUMENTS THOSE CONCERNS AND, IF NECESSARY, MAY REQUIRE A SPONSORED ORGANIZATION TO RETURN ANY AMOUNTS THAT WERE EXPENDED FOR PURPOSES THAT DO NOT QUALIFY AS CHARITABLE PURPOSES. X 1 1 X X X X 0 0 0 1 0 0 0 1 0 STEPHEN GARRISON CHIEF EXECUTIVE OFFICER 195000 0 225000 0 0 0 0 0 9611 802 429611 802 0 0 BRYAN SUNDERLAND EXECUTIVE DIRECTOR 68735 159390 0 35000 0 0 2839 6900 7354 17871 78928 219161 0 0 RYAN VASSAR SECRETARY & GENERAL COUNSEL 100246 136754 25000 0 0 0 7692 1391 21834 3949 154772 142094 0 0 JONATHAN WOLFSON POLICY DIRECTOR 246800 0 15000 0 0 0 8088 1162 22543 3240 292431 4402 0 0 ADAM MEIER SENIOR FELLOW 240000 0 15000 0 0 0 10089 111 25502 281 290591 392 0 0 CHRIS JONES SENIOR FELLOW 225000 0 5000 0 0 0 8967 233 20622 535 259589 768 0 0 MICHAEL BRICKMAN POLICY DIRECTOR 210000 0 10000 0 0 0 8607 193 15591 349 244198 542 0 0 STEFANI BUHAJLA COMMUNICATIONS DIRECTOR 157000 0 8000 0 0 0 6414 306 24610 1173 196024 1479 0 0 PART I, LINE 1A THE ORGANIZATION MAY REIMBURSE APPROVED FIRST-CLASS FLIGHTS FOR DESIGNATED INDIVIDUALS BASED ON LONG-DURATION TRAVEL REQUIREMENTS PART I, LINE 5 PURSUANT TO THE ORGANIZATION'S COMPENSATION POLICY AND EXECUTIVE COMPENSATION POLICY, THE ORGANIZATION PAYS NONFIXED PAYMENTS TO THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER BASED ON SELECTED DONATIONS TO THE ORGANIZATION. PART I, LINE 7 THE ORGANIZATION AUTHORIZED NONFIXED PAYMENTS, SUCH AS DISCRETIONARY BONUSES, ATTRIBUTABLE TO PERFORMANCE IN EMPLOYMENT. X 2 2220608 NET ASSET VALUE 1 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 JOSEPH AND TAYLER LONSDALE HAVE A FAMILY RELATIONSHIP, JOSEPH LONSDALE AND BLAKE BRICKMAN HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 JOSEPH LONSDALE IS THE SOLE MEMBER OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBER HAS THE RIGHT TO ELECT THE BOARD OF DIRECTORS OF THE CORPORATION IN CONCORDANCE WITH THE BYLAWS OF THE CORPORATION AND EXERCISE SUCH OTHER RIGHTS OF THE MEMBER AS MAY BE SET FORTH IN THE BYLAWS OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B THE TAX RETURN IS FIRST REVIEWED BY THE AUDIT COMMITTEE WITH OUR EXTERNAL CPA FIRM. THE RETURN IS THEN DISTRIBUTED TO THE ORGANIZATION'S BOARD OF DIRECTORS BEFORE BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO REVIEW AND SIGN CONFLICT OF INTEREST STATEMENTS ON AN ANNUAL BASIS. THE ORGANIZATION CONSIDERS IF THERE IS A CONFLICT. IF THERE IS THAT INDIVIDUAL IS RECUSED AND THE ORGANIZATION REVISITS THE POLICY DURING OUR REVIEW OF THE ANNUAL GOVERNANCE CHECKLIST. A. DUTY TO DISCLOSE - IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICTS 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. B. RECUSAL OF SELF - ANY DIRECTOR MAY RECUSE HIMSELF OR HERSELF AT ANY TIME FROM INVOLVEMENT IN ANY DECISION OR DISCUSSION IN WHICH THE DIRECTOR BELIEVES HE OR SHE MAY HAVE A CONFLICT OF INTEREST, WITHOUT GOING THROUGH THE PROCESS FOR DETERMINING WHETHER A CONFLICT OF INTEREST EXISTS. C. DETERMINING WHETHER A CONFLICT OF INTEREST EXISTS - AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE WILL 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 WILL DECIDE IF A CONFLICT OF INTEREST EXISTS. D. PROCEDURES FOR ADDRESSING THE CONFLICT OF INTEREST 1. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE MUST LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. 2. THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE WILL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. 3. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE WILL DETERMINE WHETHER CICERO RESEARCH CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. 4. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE WILL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN CICERO RESEARCH'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION, IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S BOARD OF DIRECTORS HAS ADOPTED A COMPENSATION POLICY AND EVALUATES COMPENSATION DECISIONS UNDER THE POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE THE DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 457,493. MANAGEMENT AND GENERAL EXPENSES 487,657. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 945,150. FORM 990, PART XII, LINE 2C: THE BOARD OF DIRECTORS OVERSEE THE CORPORATION'S ANNUAL FINANCIAL AUDIT TO INCLUDE APPOINTING THE INDEPENDENT AUDITOR AND REVIEWING ITS PERFORMANCE. CICERO ACTION 2112 RIO GRANDE STREET AUSTIN TX 78705 854374227 IDENTIFY INNOVATIVE AND EFFECTIVE POLICY REFORMS TO SHARE WITH LAWMAKERS TX 501(C)(4) 0 ARPINUM 2112 RIO GRANDE ST AUSTIN TX 78705 871216086 EMPLOYMENT SERVICES VA NONSTOCK C 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 1 0 0 0 ARPINUM K 220200 GAAP ARPINUM M 3333220 GAAP ARPINUM P 415114 GAAP