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AMERICAN ACTION FORUM INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
AMERICAN ACTION FORUM INC (EIN 27-0567765)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-05-16
IRS object ID
202201369349305615
Schema version
2020v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-16T11:15:04-05:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN742920819PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ATCHLEY & ASSOCIATES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11005 LA POSADA DRIVEAddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78752ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN270567765EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN ACTION FORUM INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAMERBusinessNameControlTxt
Phone2025596420PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11747 PENNSYLVANIA AVENUE NW 5TH FLAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20006ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDOUGLAS HOLTZ-EAKINPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2025596420PhoneNum
Signature2022-05-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDOUGLASPersonFirstNm
Person LastHOLTZ-EAKINPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRENAE DUNCANPreparerPersonNm
PTINP01257722PTIN
Phone5123462086PhoneNum
Preparation2022-05-16PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDOUGLAS HOLTZ-EAKINPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11747 PENNSYLVANIA AVENUE NW 5TH FLAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20006ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,380,236GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.AMERICANACTIONFORUM.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2009FormationYr
Legal Domicile StateDELegalDomicileStateCd
Activity Or MissionAMERICAN ACTION FORUM IS AN INDEPENDENT, NONPARTISAN POLICY RESEARCH AND EDUCATION INSTITUTION.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee37TotalEmployeeCnt
Total Volunteers9TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$3,708,141PYContributionsGrantsAmt
CY Contributions Grants$3,738,149CYContributionsGrantsAmt
PY Program Service Revenue$101,352PYProgramServiceRevenueAmt
CY Program Service Revenue$640,000CYProgramServiceRevenueAmt
PY Investment Income$7,290PYInvestmentIncomeAmt
CY Investment Income$2,087CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$3,816,783PYTotalRevenueAmt
CY Total Revenue$4,380,236CYTotalRevenueAmt
PY Grants And Similar Paid$40,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,714,688PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,742,240CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$51,800PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$254,304CYTotalFundraisingExpenseAmt
PY Other Expenses$991,269PYOtherExpensesAmt
CY Other Expenses$1,422,559CYOtherExpensesAmt
PY Total Expenses$3,797,757PYTotalExpensesAmt
CY Total Expenses$4,164,799CYTotalExpensesAmt
PY Revenues Less Expenses$19,026PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$215,437CYRevenuesLessExpensesAmt
Total Assets BOY$1,288,075TotalAssetsBOYAmt
Total Assets EOY$1,622,328TotalAssetsEOYAmt
Total Liabilities BOY$82,204TotalLiabilitiesBOYAmt
Total Liabilities EOY$201,020TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,205,871NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,421,308NetAssetsOrFundBalancesEOYAmt
MissionAAF 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$3,398,929ExpenseAmt
Revenue$640,000RevenueAmt
DescAAF HAS CORE AREAS OF POLICY RESEARCH IN THE FOLLOWING POLICY ISSUE AREAS: ENERGY, FISCAL POLICY, EDUCATION, FINANCIAL SERVICES, HEALTH CARE, HUMAN WELFARE, TECHNOLOGY AND INNOVATION, HOUSING FINANCE, IMMIGRATION, 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.Desc
Total Program Service Expenses$3,398,929TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document16IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee37EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TOM RYANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2025596420PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11747 PENNSYLVANIA AVENUE NW 5TH FLAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20006ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
NORM COLEMAN
DIRECTOR1.00Yes (X)$0$0$0
C BOYDEN GRAY
DIRECTOR1.00Yes (X)$0$0$0
KIES KEN
DIRECTOR1.00Yes (X)$0$0$0
BOBBIE KILBERG
DIRECTOR1.00Yes (X)$0$0$0
LAUREN MADDOX
CHAIRMAN (FROM 8/14/2020)1.00Yes (X)$0$0$0Yes (X)
JOHN MCKERNAN
SECRETARY/TREASURER1.00Yes (X)$0$0$0Yes (X)
SUSAN MOLINARI
DIRECTOR1.00Yes (X)$0$0$0
STEPHANIE MONROE
DIRECTOR1.00Yes (X)$0$0$0
SARAH SMITH
COO40.00$178,923$0$7,478Yes (X)
DOUGLAS HOLTZ-EAKIN
PRESIDENT40.00$302,000$0$2,438Yes (X)
DANIEL BOSCH
DIRECTOR OF REGULATION POLICY40.00$126,744$0$7,631Yes (X)
THOMAS DANIEL RYAN
DIRECTOR OF FINANCE & TECHNOLOGY40.00$157,920$0$19,129Yes (X)
CARMEN SPENCE
DIRECTOR OF DEVELOPMENT40.00$133,575$0$3,815Yes (X)
ANGELA KUCK
DIRECTOR OF COMMUNICATIONS40.00$146,432$0$6,490Yes (X)
ROBERT G GRAY
DIRECTOR OF FISCAL POLICY40.00$135,865$0$3,852Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,181,459TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$50,833TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K11IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
OPINION INSIGHT LLC
17 VILLAGE COURTHAZLETNJ07730POLLING SERVICES$292,000
ONMESSAGE INC
705 MELVIN AVE 105ANNAPOLISMD21401POLLING SERVICES$160,100
ERNST & YOUNG LLP
PO BOX 640382PITTSBURGHPA15264CONSULTING SERVICES$140,000
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt
All Other Contributions$3,738,149AllOtherContributionsAmt
Total Contributions$3,738,149TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescRESEARCH SERVICESDesc
Business900099BusinessCd
Total Revenue Column$640,000TotalRevenueColumnAmt
Related Or Exempt Func Income$640,000RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$640,000TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,087TotalRevenueColumnAmt
Exclusion$2,087ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,380,236TotalRevenueColumnAmt
Related Or Exempt Func Income$640,000RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,087ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$502,022TotalAmt
Program Services$393,535ProgramServicesAmt
Management And General$67,472ManagementAndGeneralAmt
Fundraising$41,015FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,940,941TotalAmt
Program Services$1,521,610ProgramServicesAmt
Management And General$260,802ManagementAndGeneralAmt
Fundraising$158,529FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$14,799TotalAmt
Program Services$11,601ProgramServicesAmt
Management And General$1,989ManagementAndGeneralAmt
Fundraising$1,209FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$83,252TotalAmt
Program Services$65,261ProgramServicesAmt
Management And General$11,189ManagementAndGeneralAmt
Fundraising$6,802FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$201,226TotalAmt
Program Services$157,741ProgramServicesAmt
Management And General$27,045ManagementAndGeneralAmt
Fundraising$16,440FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$60,796TotalAmt
Management And General$60,796ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$25,157TotalAmt
Management And General$25,157ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$805,638TotalAmt
Program Services$805,473ProgramServicesAmt
Fundraising$165FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$3,497TotalAmt
Program Services$3,497ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$7,547TotalAmt
Program Services$6,363ProgramServicesAmt
Management And General$748ManagementAndGeneralAmt
Fundraising$436FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$4,751TotalAmt
Program Services$3,986ProgramServicesAmt
Management And General$483ManagementAndGeneralAmt
Fundraising$282FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$394,846TotalAmt
Program Services$331,254ProgramServicesAmt
Management And General$40,139ManagementAndGeneralAmt
Fundraising$23,453FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$26TotalAmt
Program Services$26ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$26,974TotalAmt
Program Services$22,630ProgramServicesAmt
Management And General$2,742ManagementAndGeneralAmt
Fundraising$1,602FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,915TotalAmt
Management And General$4,915ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
OPERATING EXPENSES$50,677$38,735$7,762$4,180
DUES AND SUBSCRIPTIONS$14,918$14,918
TELEPHONE AND COMMUNICA$12,434$11,916$327$191
WEBSITE$10,383$10,383

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,164,799TotalAmt
Program Services$3,398,929ProgramServicesAmt
Management And General$511,566ManagementAndGeneralAmt
Fundraising$254,304FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$171,731BOYAmt
EOY$633,162EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$949,875BOYAmt
EOY$900,423EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$53,046BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$16,682BOYAmt
EOY$18,976EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$313,346LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$269,485LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$70,835BOYAmt
EOY$43,861EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$25,906BOYAmt
EOY$25,906EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,288,075BOYAmt
EOY$1,622,328EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$82,204BOYAmt
EOY$201,020EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$82,204BOYAmt
EOY$201,020EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,205,871BOYAmt
EOY$1,421,308EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,205,871BOYAmt
EOY$1,421,308EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,288,075BOYAmt
EOY$1,622,328EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$215,437ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,312,269CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,748,970CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,508,025CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,708,141CurrentTaxYearMinus1YearAmt
Current Tax Year$3,738,149CurrentTaxYearAmt
Total$20,015,554TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,312,269CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,748,970CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,508,025CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,708,141CurrentTaxYearMinus1YearAmt
Current Tax Year$3,738,149CurrentTaxYearAmt
Total$20,015,554TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$2,571,477SubstantialContributorsTotAmt
Public Support Total170$17,444,077PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,596CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,208CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17,206CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,290CurrentTaxYearMinus1YearAmt
Current Tax Year$2,087CurrentTaxYearAmt
Total$38,387TotalAmt
FieldValueIRS element (for citing)
Total Support$20,053,941TotalSupportAmt
Gross Receipts Rltd Activities$951,262GrossReceiptsRltdActivitiesAmt
Public Support CY1700.86990PublicSupportCY170Pct
Public Support PY1700.85140PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$4,164,799FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$4,164,799FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$358,240FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$89,560FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$335,969CurrentYearMinus3Amt
Current Year Minus2$325,600CurrentYearMinus2Amt
Current Year Minus1$329,307CurrentYearMinus1Amt
Current Year$358,240CurrentYearAmt
Total$1,349,116TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$2,023,674LobbyingCeilingAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$83,992CurrentYearMinus3Amt
Current Year Minus2$81,400CurrentYearMinus2Amt
Current Year Minus1$82,327CurrentYearMinus1Amt
Current Year$89,560CurrentYearAmt
Total$337,279TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$505,919GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$189,059OtherCostOrOtherBasisAmt
Depreciation$155,721DepreciationAmt
Book Value$33,338BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$124,287OtherCostOrOtherBasisAmt
Depreciation$113,764DepreciationAmt
Book Value$10,523BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$43,861TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$4,380,236TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$4,380,236RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$4,380,236TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$4,164,799TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$4,164,799ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$4,164,799TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE 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, 2021 AND 2020, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
DOUGLAS HOLTZ-EAKIN
PRESIDENT$300,000$0$2,000$0$0$0$2,400$0$38$0$304,438$0$0$0
SARAH SMITH
COO$176,923$0$2,000$0$0$0$1,950$0$5,528$0$186,401$0$0$0
THOMAS DANIEL RYAN
DIRECTOR OF FINANCE & TECHNOLOGY$155,920$0$2,000$0$0$0$1,169$0$17,960$0$177,049$0$0$0
ANGELA KUCK
DIRECTOR OF COMMUNICATIONS$144,432$0$2,000$0$0$0$1,950$0$4,540$0$152,922$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM. IT IS THEN REVIEWED BY THE PRESIDENT, COO AND DIRECTOR OF FINANCE 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 12CTHE 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 15ATHE 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 19THE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC.
FORM 990, PART IX, LINE 11GCONSULTANTS: PROGRAM SERVICE EXPENSES 318,600. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 318,600. POLLING & SURVEYING: PROGRAM SERVICE EXPENSES 484,516. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 484,516. OUTSIDE RESEARCH: PROGRAM SERVICE EXPENSES 2,357. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 165. TOTAL EXPENSES 2,522.
FORM 990, PART XII, LINE 2C:THE OVERSIGHT POLICIES AND SELECTION OF AN INDEPENDENT ACCOUNTANT BY THE AUDIT COMMITTEE HAS NOT CHANGED SINCE PRIOR YEAR.