2026-03-18T12:23:41-05:00 2025-09-30 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2024-10-01 521351785 COMPETITIVE ENTERPRISE INSTITUTE COMP 2023311010 1310 L STREET NW 7TH FL WASHINGTON DC 20005 KENT LASSMAN PRESIDENT 2023311010 2026-03-10 1 1 AARON FOX P01365820 2022274000 2026-03-10 2024 2025-03-06 01:10:19Z KENT LASSMAN 1310 L STREET NW 7TH FL WASHINGTON DC 20005 17534101 0 X WWW.CEI.ORG X 1984 DC PUBLIC POLICY RESEARCH/EDUCATION DEDICATED TO PRINCIPLES OF FREE ENTERPRISE & LIMITED GOVERNMENT. 11 10 53 10 0 0 9067449 13107202 0 0 147820 113858 -378735 -366978 8836534 12854082 31000 3100 0 0 5494424 5692504 113132 105304 1455160 2989807 3304306 8628363 9105214 208171 3748868 9371496 15260215 3543405 5676082 5828091 9584133 X COMPETITIVE ENTERPRISE INSTITUTE (CEI) IS A NON-PROFIT PUBLIC POLICY ORGANIZATION DEDICATED TO THE PRINCIPLES OF FREE ENTERPRISE AND LIMITED GOVERNMENT. WE BELIEVE THAT CONSUMERS ARE BEST HELPED NOT BY GOVERNMENT REGULATION BUT BY BEING ALLOWED TO MAKE THEIR OWN CHOICES IN A FREE MARKETPLACE. 0 0 1735680 COMMUNICATIONS AND OUTREACHCEI'S COMMUNICATIONS AND OUTREACH DEPARTMENT ASSISTS THE CEI POLICY CENTERS WITH THEIR EFFORTS TO DISSEMINATE RESEARCH FINDINGS AND ANALYSIS TO VARIOUS AUDIENCES INCLUDING POLICYMAKERS, NEWS MEDIA, ALLIED ORGANIZATIONS, AND THE GENERAL PUBLIC. IT ALSO HELPS THE POLICY CENTERS BUILD COALITIONS OF LIKE MINDED SCHOLARS, ACTIVISTS, AND OTHER STAKEHOLDERS TO ADVANCE THE ORGANIZATION'S MISSION OF PROMOTING THE INSTITUTIONS OF LIBERTY AND REMOVING GOVERNMENT-CREATED BARRIERS TO ECONOMIC FREEDOM, INNOVATION, AND PROSPERITY. 1103402 CENTER FOR ENERGY AND ENVIRONMENT CEI'S CENTER FOR ENERGY AND ENVIRONMENT MAKES THE POSITIVE CASE FOR ABUNDANT ENERGY AND PROMOTES ENVIRONMENTAL POLICIES BASED ON ECONOMIC FREEDOM, PROPERTY RIGHTS, AND LIMITED GOVERNMENT. THE CENTER WORKS TO COMBAT THE BELIEF THAT PROSPERITY THREATENS THE ENVIRONMENT, THAT THE ANSWER TO EVERY ENVIRONMENTAL CHALLENGE IS MORE REGULATION, AND THAT RISKS CAN BE ABOLISHED BY LIMITING HUMAN INGENUITY. 979795 CENTER FOR ECONOMIC FREEDOMCEI'S CENTER FOR ECONOMIC FREEDOM ADDRESSES MANY OF THE INDUSTRIES AND ACTIVITIES WHERE LONG-ESTABLISHED, AND OFTEN PATERNALISTIC, REGULATORY POLICIES TEND TO STYMIE THE CREATION AND EVOLUTION OF NEW PRODUCTS AND SERVICES, TECHNOLOGIES, BUSINESS PRACTICES, AND WORK ARRANGEMENTS. KEY ISSUE AREAS INCLUDE BANKING AND SECURITIES REGULATION, CONSUMER FINANCE, LABOR LAW AND EMPLOYMENT POLICY, CONSUMER PRODUCT REGULATION, AND TRADE POLICY. THESE ISSUE AREAS REQUIRE OUR EXPERTS TO HAVE A FIRM UNDERSTANDING OF EXISTING REGULATION, REGULATION'S MONETARY AND SOCIAL COSTS, AND AN APPRECIATION OF THE WAY TECHNOLOGY AND INNOVATION PRESENT NEW CHALLENGES AND PROSPECTS FOR REFORM. 739145 CENTER FOR TECHNOLOGY AND INNOVATION - CEI'S CENTER FOR TECHNOLOGY AND INNOVATION STRIVES TO KEEP THE REGULATORY STATE FROM ENCROACHING UPON FRONTIER INDUSTRIES AND ENSURE THAT 21ST CENTURY TECHNOLOGIES ARE NOT SHACKLED BY 20TH CENTURY REGULATIONS. THE CENTER WORKS TO ADVANCE MARKET DISCIPLINE AS SUPERIOR TO REGULATORY INTERVENTION; WE LEGITIMIZE MARKET PROCESSES AND FORESTALL GOVERNMENTAL RESTRICTIONS ON WEALTH CREATION. 707268 CENTER FOR LITIGATION - THE CENTRAL MISSION OF CEI'S CENTER FOR LAW & LITIGATION IS TO ENCOURAGE GOVERNMENT BODIES TO COMPLY WITH THE LAW THAT GOVERNS THEM. CEI DOES THIS THROUGH REPRESENTATION OF PARTIES IN PUBLIC INTEREST LITIGATION, SUBMISSION OF AMICUS BRIEFS, POLICY ANALYSIS AND ADVOCACY, GOVERNMENT RECORDS REQUESTS, AND RESEARCH SUPPORT EXTENDED TO CEI'S POLICY COLLEAGUES. ISSUES THAT THE CENTER HAS FOCUSED ON IN THE RECENT PAST INCLUDE CORPORATE AVERAGE FUEL ECONOMY STANDARDS, CONSUMER APPLIANCE ENERGY EFFICIENCY STANDARDS, THE UNIVERSAL SERVICE FEE, MUTUAL FUNDS FEES, AND CIVIL FORFEITURE REFORM. 1873738 3100 OTHER PROGRAMS 3320151 3100 7139028 1 1 0 1 0 0 0 0 0 0 1 1 0 1 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 23 0 1 53 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AR CA CO CT FL GA HI IL KS KY ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI DC NV X X CARRIE DIAMOND 2023311010 1310 L STREET NW 7TH FL WASHINGTON DC 20005 KENT LASSMAN PRESIDENT 40.00 X X 359403 0 39677 RICHARD TREN CHAIRMAN 1.00 X X 0 0 0 FRED L SMITH JR FOUNDER, DIRECTOR UNTIL 11/24 1.00 X 0 0 0 KRISTINA CRANE DIRECTOR 1.00 X 0 0 0 MICHAEL S GREVE DIRECTOR UNTIL 11/24 1.00 X 0 0 0 DANA MODZELEWSKI DIRECTOR 1.00 X 0 0 0 GEOFFREY POHANKA DIRECTOR 1.00 X 0 0 0 TODD ZYWICKI DIRECTOR 1.00 X 0 0 0 ROGER REAM DIRECTOR AS OF 06/25 1.00 X 0 0 0 SARAH ATKINS DIRECTOR AS OF 06/25 1.00 X 0 0 0 CATHY WINDELS DIRECTOR AS OF 04/25 1.00 X 0 0 0 DAVID STOVER DIRECTOR AS OF 04/25 1.00 X 0 0 0 FRAN SMITH DIRECTOR AS OF 04/25 1.00 X 0 0 0 CARRIE DIAMOND VP OF ADMINISTRATION 40.00 X 176796 0 4202 DANIEL GREENBERG GENERAL COUNSEL 40.00 X 120547 0 37288 AMANDA FRANCE DIRECTOR OF EVENTS 40.00 X 161419 0 13061 JOEL ZINBERG SENIOR FELLOW 40.00 X 182652 0 33575 WAYNE CREWS FRED L. SMITH FELLOW 40.00 X 185918 0 37128 IAIN MURRAY VICE PRESIDENT FOR STRATEGY 40.00 X 161635 0 36495 DAREN BAKST - DIR OF CENTER FOR ENERGY AND ENVT, SR. FELLOW 40.00 X 171456 0 11824 JESSICA MELUGIN DIRECTOR OF CENTER FOR TEC 40.00 X 160753 0 11409 1680579 0 224659 18 0 1 0 OCCASIONS CATERERS 655 TAYLOR STREET NE WASHINGTON DC 20017 CATERING 228678 MVP PRESS 43671 TRADE CENTER PLAZA SUITE 154 DULLES VA 20166 PRINTING 219082 TIMOTHY J MURIS INC 234 BINNACLE POINT VERO BEACH FL 32963 WRITER 120000 BILANDER GROUP LLC 12012 GARY HILL DRIVE FAIRFAX VA 22030 COMMUNICATIONS CONSULTANT 117191 DAVIDSON & COMPANY 2127 CALIFORNIA ST NW 104 WASHINGTON DC 20008 FUNDRAISING CONSULTANTS 115587 8 392672 12714530 13107202 113533 113533 4214705 4214380 325 325 325 90141 392672 465639 -375498 -375498 MISCELLANEOUS 900099 8730 8730 EXCHANGE GAIN/LOSS 900099 -210 -210 8520 12854082 8520 0 -261640 X 3100 3100 895876 405440 196136 294300 3927078 3229430 75885 621763 46962 34866 3743 8353 439436 325897 10334 103205 383152 296598 23592 62962 50015 33586 16429 104558 104558 43302 43302 105304 105304 1165092 1158090 2306 4696 113285 113285 141067 94599 31559 14909 183985 139070 17089 27826 673801 582905 17991 72905 142852 114248 791 27813 239663 238319 478 866 3583 3099 96 388 117849 101951 3147 12751 52240 45445 1345 5450 DIRECT MAIL 201819 110713 16242 74864 BOOKS & SUBSCRIPTIONS 66195 65085 734 376 BAD DEBT 5000 5000 9105214 7139028 511026 1455160 X 307124 110714 16242 180168 1090300 2750621 3527374 3394824 984500 870000 11872 11357 364768 276107 2066545 1565234 407983 501311 702260 765370 2282439 6690625 9371496 15260215 576961 425643 2966444 5250439 3543405 5676082 X 5104366 7237735 723725 2346398 5828091 9584133 9371496 15260215 3748868 7174 0 X X 0 1 X 1 0 X 6747372 7868382 10336502 9067449 13107202 47126907 6747372 7868382 10336502 9067449 13107202 47126907 4994440 42132467 100252 103655 108130 163960 113533 589530 16442 3467 9663 860 8730 39162 47755599 43416 0.88230 0.88440 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2020 AMOUNT: $ 16,442. 2021 AMOUNT: $ 3,467. 2022 AMOUNT: $ 9,663. 2023 AMOUNT: $ 860. 2024 AMOUNT: $ 8,730. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 43302 43302 9422247 9465549 623277 155819 0 0 507120 566073 602115 623277 2298585 3447878 37801 25027 28033 43302 134163 126780 141518 150529 155819 574646 861969 42 42 1086550 764748 321802 736501 565213 171288 243494 235273 8221 501311 INSURANCE ANNUITY CONTRACTS 765370 F 765370 DEPOSITS 61832 OPERATING RIGHT OF USE ASSET 4347096 FINANCE RIGHT OF USE ASSET 9975 BENEFICIAL INTEREST IN A TRUST 2000000 LEASE INCENTIVE RECEIVABLE 271722 6690625 OPERATING LEASE LIABILITY 5235677 FINANCE LEASE LIABILITY 14762 5250439 X 13383227 7174 56332 465639 529145 12854082 0 12854082 9627185 56332 465639 521971 9105214 0 9105214 PART X, LINE 2: CEI 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 TAXES. FOR THE YEAR ENDED SEPTEMBER 30, 2025, MANAGEMENT DID NOT IDENTIFY ANY UNCERTAINTY IN INCOME TAXES REQUIRING RECOGNITION OR DISCLOSURE IN THESE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 465,639. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 465,639. X X X X X X 1 DAVIDSON & COMPANY DONOR ACQUISITION AND DEVELOPMENT 2127 CALIFORNIA ST NW 104 WASHINGTON DC 20008 FUNDRAISING CONSULTING 0 167543 105304 62239 167543 105304 62239 AL AK AR CA CO CT DC FL GA HI IL KS KY ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI SIMON DINNER 482813 392672 90141 28300 62209 21490 353640 482813 392672 90141 28300 62209 21490 353640 465639 -375498 X 0 1 X X X X 0 0 0 0 0 0 0 1 0 KENT LASSMAN PRESIDENT 324403 0 35000 0 0 0 6900 0 32777 0 399080 0 0 0 WAYNE CREWS FRED L. SMITH FELLOW 185168 0 750 0 0 0 3842 0 33286 0 223046 0 0 0 JOEL ZINBERG SENIOR FELLOW 182652 0 0 0 0 0 3822 0 29753 0 216227 0 0 0 IAIN MURRAY VICE PRESIDENT FOR STRATEGY 160135 0 1500 0 0 0 3450 0 33045 0 198130 0 0 0 DAREN BAKST - DIR OF CENTER FOR ENERGY AND ENVT, SR. FELLOW 156921 0 14535 0 0 0 0 0 11824 0 183280 0 0 0 CARRIE DIAMOND VP OF ADMINISTRATION 148296 0 28500 0 0 0 3572 0 630 0 180998 0 0 0 AMANDA FRANCE DIRECTOR OF EVENTS 134672 0 26747 0 0 0 3250 0 9811 0 174480 0 0 0 JESSICA MELUGIN DIRECTOR OF CENTER FOR TEC 156013 0 4740 0 0 0 1300 0 10109 0 172162 0 0 0 DANIEL GREENBERG GENERAL COUNSEL 120547 0 0 0 0 0 1984 0 35304 0 157835 0 0 0 PART I, LINE 1A CEI PAID THE MEMBERSHIP FEES FOR THE UNION LEAGUE CLUB FOR KENT LASSMAN IN ORDER TO HAVE A LOCATION FOR EVENTS IN NEW YORK, AS THE UNION LEAGUE CLUB DOES NOT HOLD EVENTS FOR NON-MEMBERS. PART I, LINE 7 THE BOARD OF DIRECTORS DETERMINES THE BONUS FOR THE PRESIDENT. THE PRESIDENT DETERMINES THE BONUS FOR ALL OTHER OFFICERS AND STAFF. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT VERSION OF THE FEDERAL FORM 990 IS REVIEWED BY THE PRESIDENT, THE VICE PRESIDENT OF ADMINISTRATION, AS WELL AS THE FULL BOARD OF DIRECTORS. AFTER THE REVIEW, ANY CHANGES NEEDED ARE MADE BY THE TAX RETURN PREPARER. THE FINAL FEDERAL FORM 990 IS THEN ELECTRONICALLY FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES CONSULT WITH THEIR DIRECT SUPERVISOR OVER ANY AREAS THAT COULD BE CONFLICTS OF INTEREST. IF THE SUPERVISOR BELIEVES THE ISSUE NEEDS TO BE ADDRESSED AT A HIGHER LEVEL THE SUPERVISOR CAN THEN MOVE THE DISCUSSION UP THE CHAIN OF COMMAND WITHIN CEI. UNDER CEI'S CONFLICT OF INTEREST POLICY, BOARD MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT'S COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS BASED ON COMPARABILITY DATA. A COMPENSATION STUDY WAS CONDUCTED IN OCTOBER 2022. THE BOARD REVIEWED THE PRESIDENT'S COMPENSATION USING THIS STUDY AND MADE ANY ADJUSTMENTS THEY DEEMED APPROPRIATE. COMPENSATION OF OFFICERS AND KEY EMPLOYEES IS HANDLED BY THE PRESIDENT AND A GROUP OF SENIOR STAFF. THE COMPENSATION IS EVALUATED BASED ON PERFORMANCE AND COMPARABILITY DATA WITH OTHER SIMILAR ORGANIZATIONS IN THE WASHINGTON, DC AREA. FORM 990, PART VI, SECTION C, LINE 19 CEI DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. THE MOST RECENT AUDITED FINANCIAL STATEMENTS AND FEDERAL FORM 990 ARE AVAILABLE ON THE WEBSITE. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,158,090. MANAGEMENT AND GENERAL EXPENSES 2,306. FUNDRAISING EXPENSES 4,696. TOTAL EXPENSES 1,165,092. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.