2025-04-28T23:56:07-05:00 2024-06-30 742920819 ATCHLEY & ASSOCIATES LLP 1005 LA POSADA DRIVE AUSTIN TX 78752 990 2023-07-01 270567765 AMERICAN ACTION FORUM INC AMER 2025596420 1747 PENNSYLVANIA AVE NW 5TH FLOO WASHINGTON DC 20006 DOUGLAS HOLTZ-EAKIN PRESIDENT 2025596420 2025-04-25 1 1 RENAE DUNCAN P01257722 5123462086 2025-04-23 2023 2025-03-06 01:10:19Z DOUGLAS HOLTZ-EAKIN 1747 PENNSYLVANIA AVE NW 5TH FLOOR WASHINGTON DC 20006 3975151 0 X WWW.AMERICANACTIONFORUM.ORG X 2009 DE AMERICAN ACTION FORUM IS AN INDEPENDENT, NONPARTISAN POLICY RESEARCH AND EDUCATION INSTITUTION. 9 9 33 9 0 0 4291935 3916083 0 0 28057 59041 0 0 4319992 3975124 0 0 0 0 2639464 2545378 0 0 192881 1245905 1203220 3885369 3748598 434623 226526 1957113 2321019 141534 278914 1815579 2042105 AAF IS DEDICATED TO BROAD PUBLIC EDUCATION ON DOMESTIC AND ECONOMIC ISSUES, USING MODERN COMMUNICATION TOOLS TO ENGAGE THE PUBLIC AND PROPOSE POLICY SOLUTIONS. IT ENGAGES IN POLICY RESEARCH BASED ON DATA AND PROVIDES COMMENTARY ON DOMESTIC ECONOMIC POLICY IDEAS. 0 0 2953372 AMERICAN ACTION FORUM (AAF) HAS CORE AREAS OF POLICY RESEARCH IN THE FOLLOWING POLICY ISSUE AREAS: COMPETITION ECONOMICS, ENERGY, FISCAL POLICY, EDUCATION, FINANCIAL SERVICES, HEALTH CARE, IMMIGRATION, INTERNATIONAL ECONOMIC POLICY, TECHNOLOGY AND INNOVATION, HOUSING FINANCE, LABOR MARKETS, REGULATION AND TRADE. AAF'S RESEARCH TEAM, SUPPORTED BY COMMUNICATIONS STAFF, PROVIDES DATA-DRIVEN RESEARCH AND ANALYSIS TO EDUCATE AND ENGAGE POLICYMAKERS, THOUGHT LEADERS, ACADEMICS, MEDIA, AND THE GENERAL PUBLIC. A WIDE VARIETY OF COMMUNICATION STRATEGIES ARE USED TO REACH THESE AUDIENCES EFFECTIVELY AND IN A TIMELY WAY. AAF FOCUSES ITS RESOURCES PRIMARILY ON ECONOMIC RESEARCH. 2953372 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 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 0 1 13 0 1 33 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 1 0 0 DC X TOM RYAN 2025596420 1747 PENNSYLVANIA AVE NW 5TH FLOOR WASHINGTON DC 20006 NORM COLEMAN DIRECTOR 1.00 X 0 0 0 KEVIN BRADY DIRECTOR (AS OF 3/18/24) 1.00 X 0 0 0 KEN KIES DIRECTOR 1.00 X 0 0 0 BOBBIE KILBERG DIRECTOR 1.00 X 0 0 0 LAUREN MADDOX CHAIRMAN 1.00 X X 0 0 0 JOHN MCKERNAN SECRETARY/TREASURER 1.00 X X 0 0 0 SUSAN MOLINARI DIRECTOR 1.00 X 0 0 0 STEPHANIE MONROE DIRECTOR 1.00 X 0 0 0 JC WATTS DIRECTOR (AS OF 11/14/23) 1.00 X 0 0 0 SARAH SMITH CHIEF OPERATING OFFICER 40.00 X 178968 0 9064 DOUGLAS HOLTZ-EAKIN PRESIDENT 40.00 X 306000 0 2476 THOMAS DANIEL RYAN CHIEF FINANCIAL OFFICER 40.00 X 166690 0 24932 THOMAS KINGSLEY DIRECTOR OF FINANCIAL SERVICES POLICY 40.00 X 124068 0 1179 ANGELA KUCK DIRECTOR OF COMMUNICATIONS 40.00 X 159810 0 8969 ROBERT GRAY DIRECTOR OF FISCAL POLICY 40.00 X 176637 0 5163 FREDERICK ASHTON DIRECTOR OF COMPETITION POLICY 40.00 X 127759 0 5521 1239932 0 57304 10 0 1 0 AMERICAN ACTION NETWORK 1747 PENNSYLVANIA AVENUE 5TH FLOOR WASHINGTON DC 20006 RENT AND SHARED OFFICE EXPENSES 436108 HEALTH SYSTEMS INNOVATION NETWORK LLC (H 2601 ARCOLA LANE WAYZATA MN 55391 DATA MODELING SERVICES 217500 SIDLEY AUSTIN LLP 1501 K ST NW WASHINGTON DC 20005 COMPETITION POLICY CONSULTING 187500 ERNST & YOUNG LLP 200 PLAZA DRIVE SECAUCUS NJ 07094 TAX POLICY RESEARCH SERVICES 150000 4 3916083 1320 3916083 59068 59068 27 -27 -27 -27 3975124 0 0 59041 X 514310 383613 96160 34537 1762200 1314389 329475 118336 14608 10896 2731 981 92212 68779 17241 6192 162048 120868 30298 10882 60904 60904 18078 18078 649600 649600 40 40 17770 15497 1459 814 9220 8432 533 255 317974 268836 33216 15922 1104 1104 5911 5911 4480 3788 468 224 5538 5538 OPERATING EXPENSES 52411 42627 5421 4363 WEBSITE 23793 23793 DUES AND SUBSCRIPTIONS 20069 20069 TELEPHONE AND COMMUNICA 12774 12160 415 199 3554 2970 408 176 3748598 2953372 602345 192881 355399 782348 1495286 1442839 1302 644 2194 141 321512 315633 10359 5879 92573 89168 1957113 2321019 141534 72664 206250 141534 278914 X 1810932 2033233 4647 8872 1815579 2042105 1957113 2321019 226526 0 X X 0 1 X 1 0 X 3708141 3738149 3307005 4291935 3916083 18961313 3708141 3738149 3307005 4291935 3916083 18961313 5840336 13120977 7290 2087 3263 28057 59068 99765 19061078 781352 0.68840 0.80890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3748598 3748598 337430 84358 0 0 358240 319592 344268 337430 1359530 2039295 89560 79898 86067 84358 339883 509825 PART II-A: AAF DOES NOT ENGAGE IN LOBBYING. AS INDICATED IN SCHEDULE C, PART IIA, LINES 1A -1C, AAF SPENT $0 ON LOBBYING EXPENDITURES DURING THE YEAR. THE AMOUNTS IN LINES 1D-G ARE NOT LOBBYING EXPENDITURES, BUT RATHER ARE AMOUNTS NEEDED TO CALCULATE THE MAXIMUM AMOUNT AAF WAS ELIGIBLE TO SPEND ON LOBBYING DURING THE YEAR. 189058 189058 0 132454 126575 5879 5879 X 3975124 0 3975124 0 3975124 3748598 0 3748598 0 3748598 PART X, LINE 2: THE FORUM HAS ADOPTED FASB ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THAT STANDARD PRESCRIBES A COMPREHENSIVE MODEL FOR HOW AN ORGANIZATION SHOULD MEASURE, RECOGNIZE, PRESENT, AND DISCLOSE IN ITS FINANCIAL STATEMENTS UNCERTAIN TAX POSITIONS THAT AN ORGANIZATION HAS TAKEN OR EXPECTS TO TAKE ON A TAX RETURN. THE FORUM HAS ANALYZED THE TAX POSITIONS TAKEN, AND HAS CONCLUDED THAT AS OF JUNE 30, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE FORUM'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. THE FORUM IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE FORUM HAD $0 AND $5,742 IN UNRELATED BUSINESS INCOME TAX FOR THE YEARS ENDED JUNE 30, 2024 AND 2023, RESPECTIVELY. THE TAX RETURNS FOR THE YEARS ENDING JUNE 30, 2021 TO 2024, ARE OPEN TO EXAMINATION BY FEDERAL, LOCAL, AND STATE AUTHORITIES. X X X X 0 0 0 0 0 0 0 0 0 DOUGLAS HOLTZ-EAKIN PRESIDENT 306000 0 0 0 0 0 2400 0 76 0 308476 0 0 0 THOMAS DANIEL RYAN CHIEF FINANCIAL OFFICER 166690 0 0 0 0 0 1463 0 23469 0 191622 0 0 0 SARAH SMITH CHIEF OPERATING OFFICER 178968 0 0 0 0 0 2090 0 6974 0 188032 0 0 0 ROBERT GRAY DIRECTOR OF FISCAL POLICY 176637 0 0 0 0 0 540 0 4623 0 181800 0 0 0 ANGELA KUCK DIRECTOR OF COMMUNICATIONS 159810 0 0 0 0 0 2842 0 6127 0 168779 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM. IT IS THEN REVIEWED BY THE PRESIDENT, COO AND CFO OF THE ORGANIZATION, WITH CONSULTATION WITH ACCOUNTING AND LEGAL PROFESSIONALS AS APPROPRIATE. THEREAFTER, A PENULTIMATE DRAFT IS CIRCULATED TO ALL OF THE MEMBERS OF THE ORGANIZATION'S GOVERNING BODY FOR REVIEW AND COMMENT. THE ORGANIZATION PROVIDES EACH MEMBER OF THE GOVERNING BODY WITH A FINAL VERSION OF THE FORM 990, EXCEPT FOR CONFIDENTIAL PORTIONS (WHICH ARE AVAILABLE FOR MEMBERS OF THE GOVERNING BODY TO REVIEW ON PREMISES). FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ASKS THE BOARD MEMBERS ANNUALLY TO DISCLOSE INTERESTS THAT MAY GIVE RISE TO POTENTIAL CONFLICTS OF INTEREST UNDER THE CONFLICTS OF INTEREST POLICY. IT DOES SO IN CONJUNCTION WITH ASKING FOR INFORMATION ABOUT ARRANGEMENTS THAT MAY NEED TO BE DISCLOSED ON THE FORM 990. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD (OR A COMMITTEE THEREOF) REVIEWS COMPENSATION AT COMPARABLE ORGANIZATIONS TO DETERMINE APPROPRIATE COMPENSATION LEVELS FOR THE PRESIDENT. FOR OTHER EMPLOYEES, THE CHIEF OPERATING OFFICER REVIEWS COMPENSATION FOR SIMILAR WORK AT PEER INSTITUTIONS TO DETERMINE COMPENSATION LEVELS. THE PRESIDENT REVIEWS AND APPROVES ALL STAFF COMPENSATION DECISIONS. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 524,600. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 524,600. POLICY-LEGAL CONSULTING: PROGRAM SERVICE EXPENSES 125,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 125,000. FORM 990, PART XII, LINE 2C: THE OVERSIGHT POLICIES AND SELECTION OF AN INDEPENDENT ACCOUNTANT BY THE AUDIT COMMITTEE HAVE NOT CHANGED SINCE PRIOR YEAR.