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The Concord Fund: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
The Concord Fund (EIN 20-2303252)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-05-07
IRS object ID
202541359349307549
Schema version
2023v6.0
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)
Return2025-05-07T16:35:57-07:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN920423159PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1NPO Financial Services LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 1056AddressLine1Txt
CityPlainfieldCityNm
State AbbreviationINStateAbbreviationCd
ZIP46168ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN202303252EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Concord FundBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCONCBusinessNameControlTxt
Phone2023499049PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18300 Boone Blvd Ste 500AddressLine1Txt
CityViennaCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22182ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGary MarxPersonNm
Person TitlePresident, Secretary, TreasurerPersonTitleTxt
Phone2023499049PhoneNum
Signature2025-05-15SignatureDt
Discuss With Paid Preparer0DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonShawna PowellPreparerPersonNm
PTINP01779004PTIN
Phone7652636800PhoneNum
Preparation2025-04-16PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerGary MarxPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line18300 Boone BlvdAddressLine1Txt
Address Line2Ste 500AddressLine2Txt
CityViennaCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22182ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$65,100,191GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2004FormationYr
Legal Domicile StateVALegalDomicileStateCd
Activity Or MissionThe mission of The Concord Fund is to promote the vision of liberty and justice in America, fidelity to the principles of federalism and the rule of law, to educate and organize citizens in this mission, and to encourage reforms that achieve these ends.ActivityOrMissionDesc
Voting Members Governing Body1VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee6TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$52,773,080PYContributionsGrantsAmt
CY Contributions Grants$65,100,191CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$52,773,080PYTotalRevenueAmt
CY Total Revenue$65,100,191CYTotalRevenueAmt
PY Grants And Similar Paid$44,319,629PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$54,037,615CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,002,824PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$938,138CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$875,000CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$875,000CYTotalFundraisingExpenseAmt
PY Other Expenses$9,349,294PYOtherExpensesAmt
CY Other Expenses$8,823,650CYOtherExpensesAmt
PY Total Expenses$54,671,747PYTotalExpensesAmt
CY Total Expenses$64,674,403CYTotalExpensesAmt
PY Revenues Less Expenses-$1,898,667PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$425,788CYRevenuesLessExpensesAmt
Total Assets BOY$734,760TotalAssetsBOYAmt
Total Assets EOY$1,160,548TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$734,760NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,160,548NetAssetsOrFundBalancesEOYAmt
MissionThe mission of The Concord Fund is to promote the vision of liberty and justice in America, fidelity to the principles of federalism and the rule of law, to educate and organize citizens in this mission, and to encourage reforms that achieve these ends.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$62,686,442ExpenseAmt
Grant$54,037,615GrantAmt
Revenue$0RevenueAmt
DescDuring the fiscal year ending June 30, 2024, The Concord Fund produced radio and television advertisements regarding significant legal and civic issues, court packing, executive branch appointments, federalism, and civic accountability. The Organization also maintained websites and produced newsletters promoting the confirmation of various judicial nominees as well as highlighting the news of judicial confirmations at the federal and state level. The Organization conducted media and public presentations covering judicial and executive branch nominations, potential Supreme Court vacancies, major Supreme Court cases being considered, previews of the upcoming term, and principles of federalism and civic accountability. Grants were also made to other organizations to facilitate these activities and help strengthen the rule of law, reinforce the view of a fair and impartial judiciary, and promote fidelity to the principles of federalism and civic accountability.Desc
Total Other Prog Srvc Expense$0TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$0TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$0TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$62,686,442TotalProgramServiceExpensesAmt
Described In Section501c30DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign ActyYes (1)PoliticalCampaignActyInd
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 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
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 EntYes (1)BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document20IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee6EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible ContributionsYes (1)NondeductibleContributionsInd
Nondeductible Contri DisclYes (1)NondeductibleContriDisclInd
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 Members1GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
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 BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonNeil CorkeryPersonNm
Phone2023499049PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18300 Boone Blvd Ste 500AddressLine1Txt
CityViennaCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22182ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (4 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtHighest Compensated EmployeeHighestCompensatedEmployeeIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerInd
Ann Corkery
Counsel300Yes (X)$309,984$0$0
Frank J Scaturro
Counsel300Yes (X)$267,550$0$0
Carrie L Severino
Counsel300Yes (X)$170,940$0$0
Gary Marx
President, Secretary, Treasurer, Director100$0$0$0Yes (X)Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$748,474TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K3IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmtAddress Line2ContractorAddress/USAddress/AddressLine2Txt
CRC Advisors
2850 Eisenhower AveAlexandriaVA22314Consulting$4,092,349
Holtzman Vogel Josefiak Torchinsky PLLC
45 North Hill DrWarrentonVA20186Legal Services$533,097Ste 100
Targeted Victory
2311 Wilson BlvdArlingtonVA22201Consulting$320,0002nd FL
Argus Insight LLC
2000 Duke StAlexandriaVA22314Research$262,500Ste 300
RumbleUp
2021 L St NWWashingtonDC20036Advocacy$251,948Ste 101-220
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K13CntrctRcvdGreaterThan100KCnt
Federated Campaigns$0FederatedCampaignsAmt
Membership Dues$0MembershipDuesAmt
Fundraising$0FundraisingAmt
Related Organizations$0RelatedOrganizationsAmt
Government Grants$0GovernmentGrantsAmt
All Other Contributions$65,100,191AllOtherContributionsAmt
Noncash Contributions$0NoncashContributionsAmt
Total Contributions$65,100,191TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other$0OtherAmt
FieldValueIRS element (for citing)
Contri Rpt Fundraising Event$0ContriRptFundraisingEventAmt
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$65,100,191TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$54,037,615TotalAmt
Program Services$54,037,615ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$886,245TotalAmt
Program Services$797,620ProgramServicesAmt
Management And General$88,625ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$51,893TotalAmt
Program Services$46,704ProgramServicesAmt
Management And General$5,189ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,010,348TotalAmt
Program Services$990,141ProgramServicesAmt
Management And General$20,207ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$60,705TotalAmt
Program Services$0ProgramServicesAmt
Management And General$60,705ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$875,000TotalAmt
Fundraising$875,000FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$6,838,382TotalAmt
Program Services$6,196,148ProgramServicesAmt
Management And General$642,234ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$20,545TotalAmt
Program Services$4,109ProgramServicesAmt
Management And General$16,436ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$150,232TotalAmt
Program Services$112,674ProgramServicesAmt
Management And General$37,558ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$111,362TotalAmt
Program Services$16,705ProgramServicesAmt
Management And General$94,657ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$48,215TotalAmt
Program Services$48,215ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$36,655TotalAmt
Program Services$0ProgramServicesAmt
Management And General$36,655ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$29,195TotalAmt
Program Services$0ProgramServicesAmt
Management And General$29,195ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$518,011TotalAmt
Program Services$436,511ProgramServicesAmt
Management And General$81,500ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$64,674,403TotalAmt
Program Services$62,686,442ProgramServicesAmt
Management And General$1,112,961ManagementAndGeneralAmt
Fundraising$875,000FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$560,354BOYAmt
EOY$1,022,797EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

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

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

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

Accounts Receivable AccountsReceivableGrp

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

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

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

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

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

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$284,371LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$146,620LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$174,406BOYAmt
EOY$137,751EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

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

Investments Other Securities InvestmentsOtherSecuritiesGrp

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

Investments Program Related InvestmentsProgramRelatedGrp

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

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

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

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$734,760BOYAmt
EOY$1,160,548EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

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

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

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

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

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

Escrow Account Liability EscrowAccountLiabilityGrp

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

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

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

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$734,760BOYAmt
EOY$1,160,548EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

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

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$734,760BOYAmt
EOY$1,160,548EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$734,760BOYAmt
EOY$1,160,548EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$425,788ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$0NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Investment Expense$0InvestmentExpenseAmt
Prior Period Adjustments$0PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

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

FieldValueIRS element (for citing)
Political Expenditures$8,765,000PoliticalExpendituresAmt
Volunteer Hours0VolunteerHoursCnt
Expended527 Activities$0Expended527ActivitiesAmt
Internal Funds Contributed$8,765,000InternalFundsContributedAmt
Total Exempt Function Expend$8,765,000TotalExemptFunctionExpendAmt
Form1120 POL Filed0Form1120POLFiledInd

Section527 Political Org Section527PoliticalOrgGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPaid Internal FundsPaidInternalFundsAmtContributions Rcvd DlvrContributionsRcvdDlvrAmtAddress Line2USAddress/AddressLine2Txt
Club for Growth Action Missouri
1700 Dogwood Farm LaneNew BloomfieldMO65063923842784$3,000,000$0
Republican Attorney Generals Assoc
1747 Pennsylvania Ave NWWashingtonDC20006464501717$2,000,000$0Ste 800
Republican Governors Association
1747 Pennsylvania Ave NWWashingtonDC20006113655877$1,750,000$0Ste 250
Republican State Leadership
1201 F St NWWashingtonDC20004050532524$1,175,000$0Ste 675
Bluegrass Freedom Action
187 Pavilion PkwyNewportKY41071882888573$300,000$0Ste 318
Congressional Leadership Fund
1747 Pennsylvania Ave NWWashingtonDC20006453578123$250,000$05th FL
Renew Virginia PAC
228 S Washington StAlexandriaVA22314921432740$250,000$0Ste 115
Republican National Lawyers Association
Post Office Box 18965WashingtonDC20036521395855$40,000$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule C, Part I-A, Line 1FormAndLineReferenceDesc
ExplanationThe Organization contributed funds to entities that are organized and operate under Section 527.ExplanationTxt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$0OtherCostOrOtherBasisAmt
Book Value$0BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$0OtherCostOrOtherBasisAmt
Depreciation$0DepreciationAmt
Book Value$0BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$216,303OtherCostOrOtherBasisAmt
Depreciation$111,912DepreciationAmt
Book Value$104,391BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$68,068OtherCostOrOtherBasisAmt
Depreciation$34,708DepreciationAmt
Book Value$33,360BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$0OtherCostOrOtherBasisAmt
Depreciation$0DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$137,751TotalBookValueLandBuildingsAmt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1Invictus Charitable AdvisorsBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11520 Belle View BlvdAddressLine1Txt
Address Line2Unit 5262AddressLine2Txt
CityAlexandriaCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22307ZIPCd
FieldValueIRS element (for citing)
ActivityAdvice and assist with solicitation of non-government grants.ActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$0GrossReceiptsAmt
Retained By Contractor$875,000RetainedByContractorAmt
Net To Organization-$875,000NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$0TotalGrossReceiptsAmt
Total Retained By Contractors$875,000TotalRetainedByContractorsAmt
Total Net To Organization-$875,000TotalNetToOrganizationAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (44 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
Protect Women Ohio Action
2800 S Shirlington RdSte 1200ArlingtonVA22206922516860501(c)(4)$17,260,000General Operating
Right Vote
601 Pennsylvania AveSte 900WashingtonDC20004932721813501(c)(4)$8,050,000General Operating
Club for Growth Action Missouri
1700 Dogwood Farm LaneNew BloomfieldMO65063923842784527$3,000,000General Operating
One Nation
15405 John Marshall HwyHaymarketVA20169271937961501(c)(4)$2,500,000General Operating
State Armor Action
5900 Balcones DriveSte 100AustinTX78731933689747501(c)(4)$2,300,000General Operating
Republican Attorney Generals Assoc
1747 Pennsylvania Ave NWSte 800WashingtonDC20006464501717527$2,000,000General Operating
Susan B Anthony List Inc
2800 S Shirlington RdSte 1200ArlingtonVA22206541850126501(c)(4)$2,000,000General Operating
Republican Governors Association
1747 Pennsylvania Ave NWSte 250WashingtonDC20006113655877527$1,750,000General Operating
Advancing American Freedom
47 S Pennsylvania StSte 201IndianapolisIN46204872090900501(c)(4)$1,250,000General Operating
Republican State Leadership
1201 F St NWSte 675WashingtonDC20004050532524527$1,175,000General Operating
Club for Growth
2001 L St NWSte 600WashingtonDC20036522155986501(c)(4)$1,000,000General Operating
Do No Harm Action
11357 Nuckols RdPMB 115Glen AllenVA23059922849295501(c)(4)$920,000General Operating
Independent Womens Voice
4 Weems LaneWinchesterVA22601364534086501(c)(4)$850,000General Operating
American Action Network
1747 Pennsylvania Ave NW5th FLWashingtonDC20006270730508501(c)(4)$750,000General Operating
Fair Lines America
PO Box 26141AlexandriaVA22313272885687501(c)(4)$750,000General Operating
Green Dragon Coalition
502 6th StHudsonWI54016922357162501(c)(4)$750,000General Operating
Heritage Action for America
214 Massachusetts Ave NEWashingtonDC20002272244700501(c)(4)$750,000General Operating
New England Fishermen's Stewardship Assoc
500 Southborough DrSte 204South PortlandME04106922588765501(c)(6)$660,500General Operating
Consumers Defense
11921 Freedom Dr Two Fountain SqSte 550RestonVA20190920672074501(c)(4)$590,000General Operating
People for Opportunity
1200 NW 63rd StSte 5000Oklahoma CityOK73116853224973501(c)(4)$590,000General Operating
Turning Point Action
4930 E Beverly RoadPhoenixAZ85044464331510501(c)(4)$500,000General Operating
AAPLOG Action
1025 W Rudisil BlvdBox 28Fort WayneIN46807991353314501(c)(4)$500,000General Operating
People United For Privacy
PO Box 236Oak RidgeNC27310823395877501(c)(4)$500,000General Operating
Frontline Policy Action
15 Perry StSte 373NewnanGA30263863969505501(c)(3)$450,000General Operating
American Resolve
7816 Rose Garden LnSpringfieldVA22153933361808501(c)(4)$400,000General Operating
For Our Future
PO Box 31RichmondME04357922274355501(c)(4)$325,000General Operating
The Dinner Table
PO Box 251RichmondME04357301363708501(c)(4)$325,000General Operating
Bluegrass Freedom Action
187 Pavilion PkwySte 318NewportKY41071882888573527$300,000General Operating
Congressional Leadership Fund
1747 Pennsylvania Ave NW5th FLWashingtonDC20006453578123527$250,000General Operating
Renew Virginia PAC
228 S Washington StSte 115AlexandriaVA22314921432740527$250,000General Operating
Foundation for Fair Courts LLC
1901 Butterfield RdSte 120Downers GroveIL60515874685103501(c)(4)$250,000General Operating
Winning for Women
15191 Montanus DrSte 232CulpeperVA22701821505471501(c)(4)$250,000General Operating
Heartland Impact
1712 Pioneer AveSte 568CheyenneWY82001922733530501(c)(4)$150,000General Operating
Concerned Women for America
1015 15th NWWashingtonDC20005953580834501(c)(4)$120,000General Operating
Lexington Fund
201 Main StreetSte 1375Fort WorthTX76102990600559501(c)(4)$105,000General Operating
Americans For Tax Reform
722 12th St NW4th FlWashingtonDC20005521403587501(c)(4)$100,000General Operating
CO2 Coalition
2677 Prosperity AvenueSte 300FairfaxVA22031473722575501(c)(3)$100,000General Operating
Coalition for Law Order and Safety
4701 Cox RoadSte 285Glen AllenVA23060923114027501(c)(4)$75,000General Operating
American Women's Alliance Inc
1935 Foxview Cir NWWashingtonDC20007811306949501(c)(4)$55,000General Operating
Republican National Lawyers Association
Post Office Box 18965WashingtonDC20036521395855527$40,000General Operating
Coalitions for America
610 Madison StSte 101-629AlexandriaVA22314521096056501(c)(4)$25,000General Operating
The Family Foundation Action
707 E Franklin StRichmondVA23219202308649501(c)(4)$25,000General Operating
Council For National Policy
444 N Capital St NWSte 830WashingtonDC20001720921017501(c)(4)$20,000General Operating
Polaris Action Inc
138 Conant Street2nd FLBeverlyMA01915862857786501(c)(4)$20,000General Operating
FieldValueIRS element (for citing)
Total501c3 Org3Total501c3OrgCnt
Total Other Org41TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2FormAndLineReferenceDesc
ExplanationGrantees are required to provide spending plan, and final accounting upon completion of grant.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
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 (3 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
Ann Corkery
Counsel$309,984$0$0$0$0$0$0$0$0$0$309,984$0$0$0
Frank J Scaturro
Counsel$242,550$0$25,000$0$0$0$0$0$0$0$267,550$0$0$0
Carrie L Severino
Counsel$170,940$0$0$0$0$0$0$0$0$0$170,940$0$0$0

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Madison StrategiesBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship Description35% controlled entity of Director Gary MarxRelationshipDescriptionTxt
Transaction$152,400TransactionAmt
TransactionConsulting servicesTransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, Line 11bThe Form 990 is prepared by an independent contractor and reviewed by outside legal counsel before it is filed. Officers also review and approve the document before filing with the Internal Revenue Service.
Form 990, Part VI, Section B, Line 12cThe Organization's conflict of interest Policy is circulated to officers and directors annually. Officers and Directors are required to report interests that could give rise to conflicts.
Form 990, Part VI, Section B, Line 15The compensation for the Organization's President and other Key Employees was approved by independent directors of the board, using comparable compensation from similarly qualified persons, and included contemporaneous documentation and recordkeeping
Form 990, Part VI, Section C, Line 19The articles of incorporation are available from the Virginia State Corporation Commission. Other governing documents are not available to the public.
Form 990, Part IX, Line 11gThe amount of $6,838,382 consists of: Consulting: $6,422,344 (program $5,780,110 and management and general $642,234); and Advocacy: program $416,038.