2022-05-16T11:15:04-05:00 2021-06-30 742920819 ATCHLEY & ASSOCIATES LLP 1005 LA POSADA DRIVE AUSTIN TX 78752 990 2020-07-01 270567765 AMERICAN ACTION FORUM INC AMER 2025596420 1747 PENNSYLVANIA AVENUE NW 5TH FL WASHINGTON DC 20006 DOUGLAS HOLTZ-EAKIN PRESIDENT 2025596420 2022-05-16 1 DOUGLAS HOLTZ-EAKIN 999009999 RENAE DUNCAN P01257722 5123462086 2022-05-16 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z DOUGLAS HOLTZ-EAKIN 1747 PENNSYLVANIA AVENUE NW 5TH FL WASHINGTON DC 20006 4380236 0 X WWW.AMERICANACTIONFORUM.ORG X 2009 DE AMERICAN ACTION FORUM IS AN INDEPENDENT, NONPARTISAN POLICY RESEARCH AND EDUCATION INSTITUTION. 8 8 37 9 0 0 3708141 3738149 101352 640000 7290 2087 0 0 3816783 4380236 40000 0 0 0 2714688 2742240 51800 0 254304 991269 1422559 3797757 4164799 19026 215437 1288075 1622328 82204 201020 1205871 1421308 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 3398929 640000 AAF 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. 3398929 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 16 0 1 37 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 1 0 0 X TOM RYAN 2025596420 1747 PENNSYLVANIA AVENUE NW 5TH FL WASHINGTON DC 20006 NORM COLEMAN DIRECTOR 1.00 X 0 0 0 C BOYDEN GRAY DIRECTOR 1.00 X 0 0 0 KIES KEN DIRECTOR 1.00 X 0 0 0 BOBBIE KILBERG DIRECTOR 1.00 X 0 0 0 LAUREN MADDOX CHAIRMAN (FROM 8/14/2020) 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 SARAH SMITH COO 40.00 X 178923 0 7478 DOUGLAS HOLTZ-EAKIN PRESIDENT 40.00 X 302000 0 2438 DANIEL BOSCH DIRECTOR OF REGULATION POLICY 40.00 X 126744 0 7631 THOMAS DANIEL RYAN DIRECTOR OF FINANCE & TECHNOLOGY 40.00 X 157920 0 19129 CARMEN SPENCE DIRECTOR OF DEVELOPMENT 40.00 X 133575 0 3815 ANGELA KUCK DIRECTOR OF COMMUNICATIONS 40.00 X 146432 0 6490 ROBERT G GRAY DIRECTOR OF FISCAL POLICY 40.00 X 135865 0 3852 1181459 0 50833 11 0 1 0 OPINION INSIGHT LLC 17 VILLAGE COURT HAZLET NJ 07730 POLLING SERVICES 292000 ONMESSAGE INC 705 MELVIN AVE 105 ANNAPOLIS MD 21401 POLLING SERVICES 160100 ERNST & YOUNG LLP PO BOX 640382 PITTSBURGH PA 15264 CONSULTING SERVICES 140000 3 3738149 3738149 RESEARCH SERVICES 900099 640000 640000 640000 2087 2087 4380236 640000 0 2087 X 502022 393535 67472 41015 1940941 1521610 260802 158529 14799 11601 1989 1209 83252 65261 11189 6802 201226 157741 27045 16440 60796 60796 25157 25157 805638 805473 165 3497 3497 7547 6363 748 436 4751 3986 483 282 394846 331254 40139 23453 26 26 26974 22630 2742 1602 4915 4915 OPERATING EXPENSES 50677 38735 7762 4180 DUES AND SUBSCRIPTIONS 14918 14918 TELEPHONE AND COMMUNICA 12434 11916 327 191 WEBSITE 10383 10383 4164799 3398929 511566 254304 171731 633162 949875 900423 53046 0 16682 18976 313346 269485 70835 43861 25906 25906 1288075 1622328 82204 201020 82204 201020 X 1205871 1421308 1205871 1421308 1288075 1622328 215437 0 X X 0 1 X 1 0 X 5312269 3748970 3508025 3708141 3738149 20015554 5312269 3748970 3508025 3708141 3738149 20015554 2571477 17444077 3596 8208 17206 7290 2087 38387 20053941 951262 0.86990 0.85140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4164799 4164799 358240 89560 0 0 335969 325600 329307 358240 1349116 2023674 83992 81400 82327 89560 337279 505919 189059 155721 33338 124287 113764 10523 43861 X 4380236 0 4380236 0 4380236 4164799 0 4164799 0 4164799 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, 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. X X X X 0 0 0 0 0 0 0 0 0 DOUGLAS HOLTZ-EAKIN PRESIDENT 300000 0 2000 0 0 0 2400 0 38 0 304438 0 0 0 SARAH SMITH COO 176923 0 2000 0 0 0 1950 0 5528 0 186401 0 0 0 THOMAS DANIEL RYAN DIRECTOR OF FINANCE & TECHNOLOGY 155920 0 2000 0 0 0 1169 0 17960 0 177049 0 0 0 ANGELA KUCK DIRECTOR OF COMMUNICATIONS 144432 0 2000 0 0 0 1950 0 4540 0 152922 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 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 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 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.