PELICAN INSTITUTE FOR PUBLIC POLICY: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- PELICAN INSTITUTE FOR PUBLIC POLICY (EIN 26-1704791)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202233199349326878
- Schema version
- 2021v4.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule O
- Schedule R
- Averaging Attachment
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T18:11:45-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381910111 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UHY ADVISORS MI INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7171 STADIUM DR | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 490094943 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261704791 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PELICAN INSTITUTE FOR PUBLIC POLICY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PELI | BusinessNameControlTxt |
| Phone | 5045000506 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 POYDRAS SUITE 900 | AddressLine1Txt |
| City | NEW ORLEANS | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70130 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL J ERSPAMER | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 5045000506 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DANIEL J | PersonFirstNm |
| Person Last | ERSPARNER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER B WOOLF | PreparerPersonNm |
| PTIN | P00289894 | PTIN |
| Phone | 2693817600 | PhoneNum |
| Preparation | 2022-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DANIEL J ERSPAMER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 POYDRAS ST STE 900 | AddressLine1Txt |
| City | NEW ORLEANS | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70130 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,341,742 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PELICANINSTITUTE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2008 | FormationYr |
| Legal Domicile State | LA | LegalDomicileStateCd |
| Activity Or Mission | THE INSTITUTE RESEARCHES AND DEVELOPS POLICY SOLUTIONS TO ADDRESS THE MOST SIGNIFICANT BARRIERS TO OPPORTUNITY IN LOUISIANA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 11 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,522,385 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,340,102 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,473 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,640 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,524,858 | PYTotalRevenueAmt |
| CY Total Revenue | $2,341,742 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $50,000 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $836,699 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $749,717 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $119,674 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $458,335 | PYOtherExpensesAmt |
| CY Other Expenses | $945,980 | CYOtherExpensesAmt |
| PY Total Expenses | $1,295,034 | PYTotalExpensesAmt |
| CY Total Expenses | $1,745,697 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $229,824 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $596,045 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $339,298 | TotalAssetsBOYAmt |
| Total Assets EOY | $964,279 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $18,471 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $47,407 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $320,827 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $916,872 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE INSTITUTE RESEARCHES AND DEVELOPS POLICY SOLUTIONS TO ADDRESS THE MOST SIGNIFICANT BARRIERS TO OPPORTUNITY IN LOUISIANA. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,311,401 | ExpenseAmt |
| Grant | $50,000 | GrantAmt |
| Desc | PRODUCES TIMELY RESEARCH AND PRACTICAL SOLUTIONS FOR HOW TO BUILD A FREER, MORE PROSPEROUS FUTURE FOR LOUISIANA CITIZENS. TELLS THE STORY OF FREE ENTERPRISE AND PROMOTES LIBERTY-ORIENTED POLICY SITUATIONS TO CITIZENS AND LAWMAKERS FROM EVERY WALK OF LIFE. FACILITATES PUBLIC DIALOGUE THAT INCLUDES THE FREE-MARKET PERSPECTIVE WITH COMMUNITY MEETINGS, SEMINARS, LECTURES, AND DEBATES. ENGAGES WITH MEDIA AND PRESENTS FREE-MARKET PRINCIPLES THROUGH COMMENTARIES, REPORTS AND INTERVIEWS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $122,960 | ExpenseAmt |
| Desc | THE PELICAN CENTER FOR JUSTICE PURSUES PRO-FREEDOM LITIGATION TO ENSURE THE RIGHTS OF LOUISIANA'S CITIZENS AND WORKING FAMILIES ARE PROTECTED. OUR LEGAL TEAM REPRESENTS CLIENTS PRO BONO IN STATE AND FEDERAL COURTS, AUTHORS AMICUS BRIEFS, CONDUCTS LEGAL RESEARCH, AND CRAFTS PUBLIC RECORDS REQUESTS TO ENSURE GOVERNMENT ACCOUNTABILITY AND TRANSPARENCY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $46,557 | ExpenseAmt |
| Desc | THE PELICAN LEADERSHIP ACADEMY RECRUITS, EDUCATES, AND CONNECTS EMERGING AND EXPERIENCED LEADERS IN LOUISIANA TO SOME OF OUR STATE'S BIGGEST OPPORTUNITIES AND MOST DAUNTING CHALLENGES. PARTICIPANTS - REPRESENTING A WIDE RANGE OF INDUSTRIES IN BOTH THE PRIVATE AND PUBLIC SECTORS - GRADUATE FROM THE PROGRAM WITH THE TOOLS NECESSARY TO GROW AS THOUGHT AND ACTION LEADERS IN THEIR RESPECTIVE PROFESSIONS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,480,918 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 18 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 11 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL J ERSPAMER | PersonNm |
| Phone | 5045000506 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 POYDRAS ST STE 900 | AddressLine1Txt |
| City | NEW ORLEANS | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70130 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DANIEL J ERSPAMER | ||||||||
| CEO | 32.00 | 8.00 | Yes (X) | Yes (X) | $181,875 | $43,125 | $11,265 | |
| JOHN KAY | ||||||||
| SR VICE PRES | 40.00 | $177,600 | $0 | $5,028 | Yes (X) | |||
| ALYSSA RAU | ||||||||
| CHIEF OF STA | 40.00 | $102,500 | $0 | $0 | Yes (X) | |||
| JEB BRUNEAU | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN M GELE | ||||||||
| CHAIRMAN | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ABHAY PATEL | ||||||||
| SECRETARY | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CAMERON SMITH | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $461,975 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $43,125 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $16,293 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $2,340,102 | AllOtherContributionsAmt |
| Total Contributions | $2,340,102 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,640 | TotalRevenueColumnAmt |
| Exclusion | $1,640 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,341,742 | TotalRevenueColumnAmt |
| Exclusion | $1,640 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,000 | TotalAmt |
| Program Services | $50,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,875 | TotalAmt |
| Program Services | $149,048 | ProgramServicesAmt |
| Management And General | $7,605 | ManagementAndGeneralAmt |
| Fundraising | $25,222 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $463,092 | TotalAmt |
| Program Services | $408,173 | ProgramServicesAmt |
| Management And General | $27,531 | ManagementAndGeneralAmt |
| Fundraising | $27,388 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,195 | TotalAmt |
| Program Services | $39,797 | ProgramServicesAmt |
| Management And General | $3,841 | ManagementAndGeneralAmt |
| Fundraising | $2,557 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,555 | TotalAmt |
| Program Services | $50,145 | ProgramServicesAmt |
| Management And General | $5,112 | ManagementAndGeneralAmt |
| Fundraising | $3,298 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,790 | TotalAmt |
| Program Services | $6,790 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,211 | TotalAmt |
| Management And General | $30,211 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $343,030 | TotalAmt |
| Program Services | $310,960 | ProgramServicesAmt |
| Management And General | $7,200 | ManagementAndGeneralAmt |
| Fundraising | $24,870 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,180 | TotalAmt |
| Program Services | $62,180 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,722 | TotalAmt |
| Program Services | $21,490 | ProgramServicesAmt |
| Management And General | $5,982 | ManagementAndGeneralAmt |
| Fundraising | $27,250 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,096 | TotalAmt |
| Program Services | $5,922 | ProgramServicesAmt |
| Management And General | $3,034 | ManagementAndGeneralAmt |
| Fundraising | $1,140 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,878 | TotalAmt |
| Program Services | $101 | ProgramServicesAmt |
| Management And General | $33,777 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,123 | TotalAmt |
| Program Services | $150,344 | ProgramServicesAmt |
| Management And General | $3,399 | ManagementAndGeneralAmt |
| Fundraising | $1,380 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,014 | TotalAmt |
| Management And General | $2,014 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,535 | TotalAmt |
| Program Services | $935 | ProgramServicesAmt |
| Management And General | $7,600 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SERVICE PROVIDERS - OTHER | $209,248 | $199,998 | $2,844 | $6,406 |
| DUES AND SUBSCRIPTIONS | $22,691 | $20,914 | $1,614 | $163 |
| TELEPHONE & INTERNET | $2,295 | $2,258 | $37 | |
| FEES & CHARGES | $1,696 | $1,696 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,471 | TotalAmt |
| Program Services | $1,863 | ProgramServicesAmt |
| Management And General | $1,608 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,745,697 | TotalAmt |
| Program Services | $1,480,918 | ProgramServicesAmt |
| Management And General | $145,105 | ManagementAndGeneralAmt |
| Fundraising | $119,674 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $288,566 | BOYAmt |
| EOY | $355,570 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,000 | BOYAmt |
| EOY | $599,384 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,540 | BOYAmt |
| EOY | $3,135 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $8,758 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,552 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,220 | BOYAmt |
| EOY | $2,206 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,972 | BOYAmt |
| EOY | $3,984 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $339,298 | BOYAmt |
| EOY | $964,279 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,471 | BOYAmt |
| EOY | $47,407 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,471 | BOYAmt |
| EOY | $47,407 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,804 | BOYAmt |
| EOY | $246,760 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,023 | BOYAmt |
| EOY | $670,112 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $320,827 | BOYAmt |
| EOY | $916,872 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $339,298 | BOYAmt |
| EOY | $964,279 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $596,045 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $821,724 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $934,716 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,511,190 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,522,385 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,340,102 | CurrentTaxYearAmt |
| Total | $7,130,117 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $821,724 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $934,716 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,511,190 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,522,385 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,340,102 | CurrentTaxYearAmt |
| Total | $7,130,117 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,783,783 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,346,334 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $735 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,655 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,434 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,473 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,640 | CurrentTaxYearAmt |
| Total | $8,937 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $7,139,054 | TotalSupportAmt |
| Public Support CY170 | 0.74890 | PublicSupportCY170Pct |
| Public Support PY170 | 0.72520 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $6,471 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $28,093 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $34,564 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,711,133 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,745,697 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $237,285 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $59,321 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $237,285 | CurrentYearAmt |
| Total | $237,285 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $355,928 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $34,564 | CurrentYearAmt |
| Total | $34,564 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $59,321 | CurrentYearAmt |
| Total | $59,321 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $88,982 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $6,471 | CurrentYearAmt |
| Total | $6,471 | TotalAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART II-A | FormAndLineReferenceDesc |
| Explanation | NO LOBBYING EXPENSES IN THE PRIOR YEARS. | ExplanationTxt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,758 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,552 | DepreciationAmt |
| Book Value | $2,206 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,206 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $2,539,657 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $197,915 | OtherRevenueAmt |
| Revenue Not Reported | $197,915 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,341,742 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $2,341,742 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,943,612 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $197,915 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $197,915 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,745,697 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $1,745,697 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | SHARED SERVICES REIMBURSEMENTS 197,915 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | SHARED SERVICES REIMBURSEMENTS 197,915 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONORS TRUST INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 DIAGONAL ROAD SUITE 280 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 522166327 | RecipientEIN |
| IRC Section | 501C 3 | IRCSectionDesc |
| Cash Grant | $50,000 | CashGrantAmt |
| Purpose Of Grant | FREE MARKET POLICY | PurposeOfGrantTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | GRANT WAS PROVIDED TO A DONOR ADVISED FUND (LA FREEDOM FUND) FOR ADVANCING FREE MARKET POLICY IN LOUISIANA. ORGANIZATION IS IN TOUCH PERIODICALLY WITH THE ENTITY TO REVIEW THE ACTIVITY OF THE FUND. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt |
|---|---|---|---|---|---|---|---|
| DANIEL J ERSPAMER | |||||||
| CEO | $156,875 | $43,125 | $25,000 | $5,934 | $5,331 | $193,140 | $43,125 |
| JOHN KAY | |||||||
| SR VICE PRESIDENT | $167,600 | $10,000 | $5,028 | $182,628 | |||
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | THE CEO AND BOARD CHAIR APPROVE THE 990 AND SHARE WITH THE REST OF THE BOARD AFTER FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | CONFLICTS OF INTEREST ARE MONITORED ON AN ONGOING BASIS BY ALL ASSOCIATED WITH THE ORGANIZATION. ANY DISCREPANCIES ARE REPORTED IMMEDIATELY, VERIFIED, AND IF FOUND ACCURATE, THE INDIVIDUAL IS FACED WITH IMMEDIATE DISMISSAL FROM ANY ASSOCIATION WITH THE ORGANIZATION. |
| FORM 990, PAGE 6, PART VI, LINE 19 | ALL ORGANIZATION GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC AT THE ORGANIZATION'S OFFICE DURING REGULAR BUSINESS HOURS. |
| FORM 990, PART IX, LINE 11G | CONSULTANTS 310,960 7,200 24,870 |
| FORM 990, PART XI, LINE 9 | SHARED SERVICES REIMBURSEMENTS 197,915 SHARED SERVICES REIMBURSEMENTS -197,915 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PELICAN ACTION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 POYDRAS SUITE 900 | AddressLine1Txt |
| City | NEW ORLEANS | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70130 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463690842 | EIN |
| Primary Activities | ADVOCACY | PrimaryActivitiesTxt |
| Legal Domicile State | LA | LegalDomicileStateCd |
| Exempt Code Section | 4 | ExemptCodeSectionTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| PELICAN ACTION INC | ||
| O | $186,000 | ALLOCATION OF EFFORT |
| PELICAN ACTION INC | ||
| Q | $197,915 | COST OF SERVICES |
Averaging Attachment AveragingAttachment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NO LOBBYING EXPENSES IN THE PRIOR YEARS. | ExplanationTxt |