2023-03-13T09:20:03-05:00 2022-09-30 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2021-10-01 521263996 PUBLIC CITIZEN FOUNDATION INC PUBL 2025881000 1600 20TH STREET NW WASHINGTON DC 20009 ROBERT WEISSMAN PRESIDENT 2025881000 2023-03-13 1 ROBERT WEISSMAN 999009999 STEVEN C DARR CPA CMA P01324904 2023319880 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z ROBERT WEISSMAN 1600 20TH STREET NW WASHINGTON DC 20009 24641656 0 X WWW.CITIZEN.ORG X 1982 DC WORK FOR CONSUMER RIGHTS. 10 10 139 0 0 0 13316046 14828552 1568348 1573101 1948334 2205066 1873614 70882 18706342 18677601 1237078 1108564 0 0 8022339 9083244 293950 299410 1231649 4582458 5186841 14135825 15678059 4570517 2999542 41687767 35119846 5298353 3642631 36389414 31477215 X WORK FOR CONSUMER RIGHTS. 0 0 2291734 208050 CONGRESS WATCH - CONGRESS WATCH PROVIDES INFORMATION TO THE PUBLIC ON THE INFLUENCE OF SPECIAL INTEREST DOLLARS THAT CORRUPT THE POLITICAL PROCESS AND ON CORPORATE WELFARE EXPENDITURES THAT LARD THE FEDERAL BUDGET; ON A WIDE RANGE OF CONSUMER PROTECTION MEASURES, INCLUDING HEALTH AND SAFETY STANDARDS, ACCESS TO THE COURTS, AND FINANCIAL SERVICES REGULATION. 2341127 50500 PUBLIC INFORMATION AND EDUCATION - THE FOUNDATION IS ACTIVE IN EVERY PUBLIC FORUM - CONGRESS, THE COURTS, GOVERNMENT AGENCIES, AND THE NEWS MEDIA. THE FOUNDATION BELIEVES THAT FULL DISCLOSURE OF GOVERNMENT INFORMATION EMPOWERS CITIZENS AND CONSUMERS. ALL OF THE FOUNDATION'S COMMUNICATION AND OUTREACH EFFORTS AIM TO MAKE INFORMATION ABOUT HEALTH CARE, TRANSPORTATION, CLIMATE CHANGE, INTERNATIONAL TRADE, NUCLEAR WASTE AND REACTOR SAFETY, RENEWABLE ENERGY, GOVERNMENT AND CORPORATE ACCOUNTABILITY AND RELATED ISSUES ACCESSIBLE TO ORDINARY CITIZENS. IF NECESSARY, THE FOUNDATION USES THE COURTS TO EN 1769055 513650 ENERGY PROGRAM - THE ENERGY PROGRAM PROVIDES INFORMATION TO THE PUBLICON THE THREAT OF CATASTROPHIC CLIMATE CHANGE, THE DANGERS OF NUCLEARAND FOSSIL FUELS, AND THE OPPORTUNITIES AVAILABLE TO ADVANCE ENERGYEFFICIENCY AND DEVELOP RENEWABLE ENERGY SOURCES. 976313 HEALTH RESEARCH GROUP - THE HEALTH RESEARCH GROUP FIGHTS FOR SAFE FOODS, DRUGS, AND MEDICAL DEVICES; FOR UNIVERSAL ACCESS TO QUALITY HEALTH CARE; AND FOR FULL DISCLOSURE OF INFORMATION THAT WILL EMPOWER CONSUMERS AND INFORM THEIR PERSONAL HEALTH CARE DECISIONS. 1647226 483728 LITIGATION GROUP - LITIGATION GROUP ATTORNEYS HAVE ARGUED LANDMARK LAWSUITS ON BEHALF OF CITIZENS IN FEDERAL AND STATE COURTS ACROSS THE COUNTRY. THEIR EFFORTS TO REPRESENT PRINCIPLED, RATHER THAN PROFITABLE, POSITIONS IN LEGAL DISPUTES HAVE PRESERVED THE VITAL CHECKS AND BALANCES OF THE SEPARATION OF POWERS IN THE FEDERAL GOVERNMENT, PREVENTED THE DESTRUCTION OF PRESIDENTIAL RECORDS, AND FORCED REGULATORY AGENCIES TO ISSUE IMPORTANT HEALTH AND SAFETY STANDARDS. 868703 221364 PC TEXAS - PC TEXAS INFORMS TEXANS ON IMPORTANT ENERGY, TRADE, CAMPAIGN FINANCE REFORM, ETHICS, TRANSPORTATION, AND UTILITY ISSUES. 699342 GLOBAL TRADE WATCH - ACTING ON ITS BELIEF THAT SO CALLED "FREE TRADE" TREATIES COST U.S. JOBS, REDUCE WAGES, UNDERMINE OUR DEMOCRATIC RIGHTS, AND JEOPARDIZE HEALTH, SAFETY, AND THE ENVIRONMENT, GLOBAL TRADE WATCH PROVIDES INFORMATION TO THE PUBLIC ON THE DAMAGING IMPACT OF THE CORPORATE PUSH FOR GLOBALIZATION THROUGH TREATIES SUCH AS THE NORTH AMERICAN FREE TRADE AGREEMENT (NAFTA) AND THE WORLD TRADE ORGANIZATION (WTO) AGREEMENTS. 772010 115000 ACCESS TO MEDICINES - PUBLIC CITIZEN'S ACCESS TO MEDICINES GROUP WORKS WITH PARTNERS WORLDWIDE TO IMPROVE HEALTH OUTCOMES AND SAVE LIVES, THROUGH USE OF PHARMACEUTICAL COST-LOWERING MEASURES INCLUDING GENERIC COMPETITION. THEY HELP CIVIL SOCIETY GROUPS AND PUBLIC AGENCIES OVERCOME PATENT-BASED AND OTHER DRUG MONOPOLIES. THEIR WORK CHALLENGES BIG PHARMA'S ECONOMIC AND POLITICAL POWER. 1602445 1089373 PUBLICATIONS - THE FOUNDATION PUBLISHES BOOKS, PERIODICALS, SPECIAL REPORTS, AND EXPERT COMMENTARY ON CURRENT ISSUES IN HEALTH AND SAFETY, THE LAW, ENERGY POLICY, CLIMATE CHANGE, TRANSPORTATION, AND GOVERNMENT AND CORPORATE ACCOUNTABILITY. THIS INFORMATION IS AVAILABLE TO THE PUBLIC. 6566039 336364 1573101 12967955 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 1 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 36 0 1 139 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AK AL AR CA CT FL GA IL KS KY MA MD MI MN MS NC NH NJ NM NY OH OK PA RI SC TN UT VA WA WI WV LA HI OR X X THE ORGANIZATION 2025881000 1600 20TH STREET NW WASHINGTON DC 20009 MARK CHAVEZ CHAIR 1.00 1.00 X X 0 0 0 JIM BILDNER DIRECTOR 1.00 1.00 X 0 0 0 ROBERT FELLMETH DIRECTOR 1.00 1.00 X 0 0 0 STEVE SKROVAN DIRECTOR 1.00 1.00 X 0 0 0 DAVID HALPERIN SECRETARY/TREASURER 1.00 1.00 X X 0 0 0 ANNIE LEONARD DIRECTOR 1.00 1.00 X 0 0 0 CYNTHIA RENFRO DIRECTOR 1.00 1.00 X 0 0 0 MAYA BERRY DIRECTOR 1.00 1.00 X 0 0 0 GERSON SMOGER DIRECTOR 1.00 1.00 X 0 0 0 EMILY CHATTERJEE DIRECTOR 1.00 1.00 X 0 0 0 ROBERT WEISSMAN PRESIDENT 25.00 15.00 X 142853 84871 43374 LISA GILBERT VICE PRESIDENT 12.00 28.00 X 48757 108952 28276 JOSEPH STOSHAK CFO 20.00 20.00 X 69423 69423 17512 ALLISON ZIEVE GENERAL COUNSEL 35.00 5.00 X 135112 18688 39754 SID WOLFE FOUNDER AND SENIOR FELLOW 40.00 0.00 X 163249 0 30978 MICHAEL CAROME DIRECTOR, HEALTH RESEARCH 40.00 0.00 X 141336 0 39152 LORI WALLACH DIRECTOR, GLOBAL TRADE 30.00 10.00 X 104810 37730 10207 DERRICK ROBINSON DIRECTOR, COMMUNICATIONS 27.00 13.00 X 95004 47800 24707 900544 367464 233960 27 0 1 0 INTEGRATED DIRECT MARKETING LLC 1250 CONNECTICUT AVE SUITE 700 WASHINGTON DC 20036 FUNDRAISING COUNSEL 175490 CROSS WORLD NETWORK 10 VAN WINKLE ROAD HUDSON NY 12534 CONSULTANT-NEWSLETTER 172656 M&R STRATEGIC SERVICES INC 1101 CONNECTICUT AVENUE 7TH FLOOR WASHINGTON DC 20036 CONSULTANTS-STRATEGY & IMPLEMENTATION 152674 DESIGN DATA SYSTEMS INC 610 PROFESSIONAL DRIVE SUITE 102 GAITHERSBURG MD 20879 IT CONSULTANTS 138642 BETH GRUPP ASSOCIATES LLC BOX 60185 CAPITOL SUITES WASHINGTON DC 20039 FUNDRAISING COUNSEL 120000 5 21300 742500 14064752 189440 14828552 PUBLICATIONS & SUBSCRIPTIONS 519100 1089373 1089373 COURT AWARDS 519100 483728 483728 1573101 1353525 1353525 68381 68381 6812696 5961155 851541 851541 851541 3550 21300 2900 650 650 MISCELLANEOUS INCOME 519100 1851 1851 1851 18677601 1573101 0 2275948 993564 993564 115000 115000 382510 281566 63950 36994 6847214 6165994 376998 304222 285818 250832 22380 12606 1007824 863731 77204 66889 559878 497000 39904 22974 354 354 19175 19175 299410 299410 210357 8104 202253 1503649 1310300 280887 -87538 1880025 1214097 258440 407488 129101 3080 125950 71 103166 58187 44979 56563 51110 1726 3727 26716 24904 660 1152 159556 159556 33773 33773 MAIL HOUSE 233344 139460 28171 65713 FEES & LICENSES 199249 36046 162403 800 REFERENCE MATERIALS 180980 168921 8359 3700 BAD DEBT EXPENSE 150000 150000 300833 786059 -578667 93441 15678059 12967955 1478455 1231649 X 2259053 579563 531600 1147890 1135980 1090782 1358984 915212 1872346 1730473 120224 253841 73488 90805 5736693 3355707 2517475 2380986 34607253 28655138 2017 2609 41687767 35119846 1017638 850559 1420746 1123617 2859969 1668455 5298353 3642631 X 28385649 23361543 8003765 8115672 36389414 31477215 41687767 35119846 X 2999542 -7896861 -14880 X X 0 1 X 1 0 X 21483922 10654016 13157134 13316046 14828552 73439670 21483922 10654016 13157134 13316046 14828552 73439670 12407040 61032630 358483 693691 567215 797700 1421906 3838995 8324 2525 1850550 5401 1866800 79145465 8449495 0.77110 0.78510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 60792 52405 113197 14333213 14446410 872321 218080 0 0 747742 736854 803577 872321 3160494 4740741 275854 108006 85408 113197 582465 186936 184214 200894 218080 790124 1185186 203188 16510 44115 60792 324605 1019597 -181963 37572 800062 979704 39893 1019597 0.00000 1.00000 0.00000 0 0 1243073 1243073 3610104 2540273 1069831 883516 815434 68082 2380986 CHARITABLE GIFT ANNUITIES PAYABLE 1651315 DUE TO PUBLIC CITIZEN, INC. 17140 1668455 X 10558403 -7896861 -11980 -7908841 18467244 210357 210357 18677601 15470602 2900 2900 15467702 210357 210357 15678059 PART V, LINE 4: LONG-TERM PROGRAMMATIC SUPPORT. PART X, LINE 2: THE FOUNDATION ACCOUNTS FOR INCOME TAX UNCERTAINTIES IN ACCORDANCE WITH THE ASC TOPIC INCOME TAXES. FOR THE YEARS ENDED SEPTEMBER 30, 2022 AND 2021, THE FOUNDATION PERFORMED AN EVALUATION OF ALL TAX POSITIONS TAKEN AND DETERMINED THERE WERE NO MATTERS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FOUNDATION'S FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, IS SUBJECT TO EXAMINATION BY THE TAXING AUTHORITIES, GENERALLY FOR THREE YEARS AFTER FILING. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE REPORTED ON PART VIII 2,900. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -14,880. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES REPORTED ON PART VIII 2,900. 1 SOUTH AMERICA 0 0 GRANTS TO RECIPIENTS IN THE REGION N/A 85000 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 GRANTS TO RECIPIENTS IN THE REGION N/A 20000 SUB-SAHARAN AFRICA 0 0 GRANTS TO RECIPIENTS IN THE REGION N/A 10000 0 0 0 0 0 0 115000 0 115000 SUB-SAHARAN AFRICA RAISE AWARENESS OF DIGITAL TRADE ISSUES 10000 WIRE 0 SOUTH AMERICA ACCESS TO MEDICINES IN PERU 25000 WIRE 0 SOUTH AMERICA RAISE AWARENESS OF DIGITAL TRADE ISSUES 10000 WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RAISE AWARENESS OF DIGITAL TRADE ISSUES 10000 WIRE 0 SOUTH AMERICA RAISE AWARENESS OF DIGITAL TRADE ISSUES 10000 WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) RAISE AWARENESS OF DIGITAL TRADE ISSUES 10000 WIRE 0 SOUTH AMERICA PROMOTE ACCESS TO MEDICINES REGARDING COVID TREATMENT 40000 WIRE 0 7 0 0 0 0 0 0 0 PART I, LINE 2: TYPICALLY A WRITTEN REPORT INCLUDING THE EVALUATION CRITERIA OUTLINED IN THE RECIPIENT'S PROPOSAL AND A FINAL ACCOUNTING SUMMARIZING ACTUAL EXPENDITURES ARE REQUIRED AT THE END OF THE PROJECT PERIOD. THESE REPORTS ARE SUBSEQUENTLY REVIEWED BY THE ORGANIZATION FOR COMPLIANCE WITH AWARD PROVISIONS. PART III ACCOUNTING METHOD: X X X X X X 1 INTEGRATED DIRECT MARKETING LLC 1250 CONNECTICUT AVE NW STE 200 WASHINGTON DC 20036 FUNDRAISING COUNSEL 0 871686 179410 692276 BETH GRUPP ASSOCIATES LLC BOX 60185 CAPITOL SUITES WASHINGTON DC 20039 FUNDRAISING COUNSEL 0 0 120000 -120000 871686 299410 572276 AL AK CA CT FL GA IL KS KY ME MD MA MI MN MS NH NJ NM NY NC ND OH OK PA RI SC TN UT VA WA WV WI DC LA HI AR OR CO BRUNCH 24850 21300 3550 2900 24850 21300 3550 2900 2900 650 1 AMERICANS FOR FINANCIAL REFORM EDUCATION FUND 1615 L STREET NW SUITE 450 WASHINGTON DC 20036 822553525 501(C)(3) 513650 0 REDUCING FOSSIL-FUEL FINANCE THROUGH FINANCIAL REGULATION ACHIEVING COMMUNITY TASKS SUCCESSFULLY 1403 LAURENTIDE HOUSTON TX 77029 455172290 501(C)(3) 31000 0 HEALTHY PORTS FOR HOUSTON AIR ALLIANCE HOUSTON 2520 CAROLINE ST 100 HOUSTON TX 77004 760461030 501(C)(3) 58382 0 DEVELOP A CLEAN AIR STRATEGY FOR THE PORT OF HOUSTON COALITION OF COMMUNITY ORGANIZATIONS 5901 MARKET ST 15310 HOUSTON TX 77003 464368352 501(C)(3) 44441 0 IMPROVING HOUSTON AREA QUALITY OF LIFE BY REDUCTING PORT POLLUTION CONSTITUTIONAL ACCOUNTABILITY CENTER 1200 18TH STREET NW SUITE 501 WASHINGTON DC 20036 522063854 501(C)(3) 30000 0 FEDERAL DEMOCRACY REFORMS, DEFENDING ATTACKS ON ELECTIONS DEMOCRACY 21 EDUCATION FUND 2000 MASSACHUSETTS AVE NW WASHINGTON DC 20036 521956824 501(C)(3) 75000 0 FEDERAL DEMOCRACY REFORMS, DEFENDING ATTACKS ON ELECTIONS, WORK ON TRUMPWATCH PROJECT AND SMALL DONOR REVOLUTION PROJECT EAST HARRIS COUNTY EMPOWERMENT COUNCIL 11821 EAST FREEWAY SUITE 500 HOUSTON TX 77029 270377576 501(C)(3) 28000 0 HEALTHY PORTS FOR HOUSTON INDIVISIBLE PROJECT 1730 RHODE ISLAND AVE NW STE 912 WASHINGTON DC 20036 814944067 501(C)(4) 8000 0 CAMPAIGN IN RESPONSE TO TEXAS ELECTRICITY CRISIS IN FEBRUARY 2021 OUR REVOLUTION PO BOX 66208 WASHINGTON DC 20035 813260391 501(C)(4) 10000 0 MOBILIZE COMMUNITY REGARDING 1/6 HEARINGS AND PUBLICATION OF SELECT COMMITTEE'S REPORT PEOPLE FOR THE AMERICAN WAY FOUNDATION 1101 15TH STREET NW SUITE 600 WASHINGTON DC 20005 133065716 501(C)(3) 15000 0 1/6 INTERIM REPORT MOBILIZATION STAND UP AMERICA 51 E 12TH STREET 2ND FLOOR NEW YORK NY 10003 320512546 501(C)(4) 80000 0 FEDERAL DEMOCRACY REFORMS, DEFENDING ATTACKS ON ELECTIONS TEXAS HEALTH AND ENVIRONMENTAL ALLIANCE 3262 WESTHEIMER RD 142 HOUSTON TX 77098 474164402 501(C)(3) 32920 0 ASSIST THE HEALTH PORTS COMMUNITY COALITION TO EDUCATION COMMUNITIES AROUND THE PORT OF HOUSTON TEXAS SOLAR ENERGY SOCIETY PO BOX 1447 AUSTIN TX 78767 741962704 501(C)(3) 18000 0 PEDERNALES ELECTRIC COOPERATIVE CIVIC ENGAGEMENT UNION OF CONCERNED SCIENTISTS TWO BRATTLE SQUARE 6TH FLOOR CAMBRIDGE MA 02138 042535767 501(C)(3) 12500 0 ASSIST THE COALITION FOR SENSIBLE SAFEGUARDS TO IMPROVE AND PROTECT THE REGULATORY STATE. 11 3 PART I, LINE 2: TYPICALLY A WRITTEN REPORT INCLUDING THE EVALUATION CRITERIA OUTLINED IN THE RECIPIENT'S PROPOSAL AND A FINAL ACCOUNTING SUMMARIZING ACTUAL EXPENDITURES ARE REQUIRED AT THE END OF THE PROJECT PERIOD. THESE REPORTS ARE SUBSEQUENTLY REVIEWED BY THE ORGANIZATION FOR COMPLIANCE WITH AUDIT PROVISIONS. X 0 0 0 0 0 0 0 0 0 ROBERT WEISSMAN PRESIDENT 142853 84871 0 0 0 0 7143 4244 23990 7997 173986 97112 0 0 SID WOLFE FOUNDER AND SENIOR FELLOW 163249 0 0 0 0 0 8217 0 22761 0 194227 0 0 0 ALLISON ZIEVE GENERAL COUNSEL 135112 18688 0 0 0 0 6823 944 26709 5278 168644 24910 0 0 LISA GILBERT VICE PRESIDENT 48757 108952 0 0 0 0 2438 5448 6321 14069 57516 128469 0 0 MICHAEL CAROME DIRECTOR, HEALTH RESEARCH 141336 0 0 0 0 0 7165 0 31987 0 180488 0 0 0 DERRICK ROBINSON DIRECTOR, COMMUNICATIONS 95004 47800 0 0 0 0 5042 1236 12900 5529 112946 54565 0 0 JOSEPH STOSHAK CFO 69423 69423 0 0 0 0 3494 3494 5262 5262 78179 78179 0 0 LORI WALLACH DIRECTOR, GLOBAL TRADE 104810 37730 0 0 0 0 5276 1899 2244 788 112330 40417 0 0 X 14 189440 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE REPORT IS REVIEWED BY THE PRESIDENT, EXECUTIVE VICE PRESIDENT, GENERAL COUNSEL AND CHIEF FINANCIAL OFFICER BEFORE DISTRIBUTION TO THE BOARD. A COPY OF THE FORM 990 IS SENT TO EACH BOARD MEMBER BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST TO THE BOARD OF DIRECTORS. EMPLOYEES ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST TO THE PRESIDENT. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE PRESIDENT IS DETERMINED AFTER APPROVAL OF THE BOARD OF DIRECTORS FORM 990, PART VI, SECTION C, LINE 18 990'S ARE AVAILABLE ON OUR WEBSITE. FORMS 1023 ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS ARE AVAILABLE ON OUR WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -14,880. FORM 990, PART XII, LINE 2C: NO CHANGES FROM THE PRIOR YEAR. PUBLIC CITIZEN INC 1600 20TH STREET NW WASHINGTON DC 20009 237104508 WORK FOR CONSUMER RIGHTS DC 501(C)(4) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 PUBLIC CITIZEN INC N 2454155 ACTUAL EXPENSES INCURRED PUBLIC CITIZEN INC O 9059836 ALLOCATION BASED ON TIMESHEETS PUBLIC CITIZEN INC P 11075000 ACTUAL EXPENSES REIMBURSED PUBLIC CITIZEN INC Q 193756 ACTUAL EXPENSES REIMBURSED PUBLIC CITIZEN INC R 120000 AMTS COLLECTED BY FDN FOR PCI PUBLIC CITIZEN INC S 888836 AMTS COLLECTED ON FDN'S BEHALF