2020-11-04T11:37:49-06:00 2019-12-31 540618213 HANTZMON WIEBEL LLP CPA'S 818 E JEFFERSON ST PO BOX 1408 CHARLOTTESVILLE VA 22902 990 2019-01-01 200399302 THOMAS JEFFERSON INSTITUTE FOR THE STUDY OF WORLD POLITICS THOM 2025488556 160 N CAROLINA AVE SE WASHINGTON DC 200031841 AARON PRESNALL PRESIDENT 2025488556 2020-10-27 1 EDWARD J SCHMITZ P00551113 4342962156 64.88.174.3 2020-10-27 14:32:52 ED P 1FC3E4A84745FBFB09B1967FA55BC668B2F96535 E9538BC3F0525391A8CC93800105F0DAB5BB155B 2019 2021-01-29 14:40:06Z AARON PRESNALL 160 N CAROLINA AVE SE WASHINGTON DC 200031841 1214455 0 X WWW.JEFFERSONINST.ORG X 2003 DC THE JEFFERSON INSTITUTE IS AN INDEPENDENT RESEARCH AND EDUCATION INSTITUTE. WE CREATE AND DEPLOY DIGITAL TOOLS AND INTEGRATE THEM WITH RESEARCH AND EDUCATION SYSTEMS TO TRANSFORM SOCIETY BY EMPOWERING ENGAGED ACCESS TO INFORMATION. WE DELIVER SOLUTIONS FOR ON-LINE LEARNING, DIGITAL HERITAGE, AND MAKING OPEN DATA EASY. 6 5 2 5 0 0 836939 1208779 3783 5400 602 276 0 0 841324 1214455 0 0 0 0 451939 452812 0 0 32576 544814 567520 996753 1020332 -155429 194123 1739754 1920057 615694 601874 1124060 1318183 X THE JEFFERSON INSTITUTE IS AN INDEPENDENT RESEARCH AND EDUCATION INSTITUTE. WE CREATE AND DEPLOY DIGITAL TOOLS AND INTEGRATE THEM WITH RESEARCH AND EDUCATION SYSTEMS TO TRANSFORM SOCIETY BY EMPOWERING ENGAGED ACCESS TO INFORMATION. WE DELIVER SOLUTIONS FOR ON-LINE LEARNING, DIGITAL HERITAGE, AND MAKING OPEN DATA EASY. 0 0 217671 5400 RADLI: THIS PROJECT IS DEVELOPING DISTANCE LEARNING CAPABILITIES AS A TOOL OF SECURITY SECTOR REFORM IN SERBIA, BOSNIA, HERZEGOVINA, AND NORTH MACEDONIA. 428911 MADLX: THIS PROJECT IS BUILDING THE FOUNDATION TO DELIVER MEASURES OF LEARNING EFFECTIVENESS AND RETURN ON INVESTMENTS IN MISSION REHEARSALS. 154327 VIKING 18: THIS PROJECT IS SUPPORTING SWEDISH EFFORTS TO MATURE DISTANCE LEARNING AND LEARNING ANALYTICS INTO A LARGE COMPLEX CIVIL-MILITARY EXERCISE. 104728 THE ORGANIZATION CONDUCTS NUMEROUS ADDITIONAL PROJECTS IN FURTHERANCE OF ITS MISSION STATEMENT. 104728 905637 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 1 1 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 1 0 2 1 0 1 RI NL 0 0 0 0 0 0 0 0 0 0 X 6 5 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X THE ORGANIZATION 2025488556 160 N CAROLINA AVE SE WASHINGTON DC 200031841 AARON PRESNALL PRESIDENT/EX OFFICIO 40.00 X X 210000 0 25392 EDWARD PAPENFUSE DIRECTOR 2.00 X 0 0 0 SONJA LICHT DIRECTOR 2.00 X 0 0 0 DON BROWN TREASURER 2.00 X X 0 0 0 PAUL FREEDMAN DIRECTOR 2.00 X 0 0 0 VAZIL HUDAK CHAIR 2.00 X 0 0 0 BILJANA PRESNALL VICE PRESIDENT 40.00 X 140000 0 18492 350000 0 43884 2 0 1 0 0 812445 396334 1208779 OTHER INCOME 900099 5400 5400 5400 276 276 1214455 5400 0 276 X 393884 338647 31698 23539 35602 30711 2661 2230 23326 20060 1866 1400 232832 220020 12812 8060 4831 3117 112 6185 5809 376 29681 25525 2375 1781 108258 105047 3211 21509 18498 1721 1290 32038 27554 2563 1921 5056 4348 405 303 PROJECT EQUIPMENT 106754 103392 3362 CURRENCY EXCHANGE LOSS 14725 14725 BANK FEES AND OTHER EXP 2422 1195 1227 1020332 905637 82119 32576 194916 556931 562167 407869 0 4290 4221 3989 1330855 383877 978450 946978 1739754 1920057 16654 24193 599040 577681 615694 601874 X 1124060 1318183 1124060 1318183 1739754 1920057 194123 0 X X 0 1 X 1 0 X 1043234 900821 693135 836939 1208779 4682908 1043234 900821 693135 836939 1208779 4682908 2770397 1912511 109 81 1523 602 284 2599 87009 87009 4772516 15085 0.40070 0.24320 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: CURRENCY EXCHANGE GAIN - 2017 AMOUNT: $ 87,009. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 432900 432900 769506 256502 513004 2674 2674 0 125775 124701 1074 946978 X 1199730 0 1199730 14725 14725 1214455 1005607 0 1005607 14725 14725 1020332 PART X, LINE 2: THE INSTITUTE HAS REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF ITS TAX POSITIONS IN ACCORDANCE WITH GUIDANCE ESTABLISHED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD AND DETERMINED THAT THERE WERE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS OF THE ORGANIZATION. PART XI, LINE 4B - OTHER ADJUSTMENTS: CURRENCY EXCHANGE LOSS 14,725. PART XII, LINE 4B - OTHER ADJUSTMENTS: CURRENCY EXCHANGE LOSS 14,725. EUROPE 1 12 PROGRAM SERVICES RESEARCH AND PROJECT IMPLEMENTATION; THE ORGANIZATION STRIVES TO BUILD CAPACITY FOR PUBLIC POLICY RESEARCH IN THE COMMUNITIES IN WHICH IT WORKS. 663000 1 12 0 0 1 12 663000 0 663000 0 0 0 0 0 0 PART I, LINE 3: ACCRUAL BASIS. PART III ACCOUNTING METHOD: X X X X 0 0 0 0 0 0 0 0 0 AARON PRESNALL PRESIDENT/EX OFFICIO 210000 0 0 0 0 0 18492 0 6900 0 235392 0 0 0 BILJANA PRESNALL VICE PRESIDENT 140000 0 0 0 0 0 18492 0 0 0 158492 0 0 0 PART I, LINE 3 THE BOARD APPROVES THE OFFICERS' COMPENSATION ANNUALLY. FORM 990, PART VI, SECTION A, LINE 2 THE PRESIDENT, AARON PRESNALL, IS MARRIED TO BILJANA PRESNALL, THE VICE PRESIDENT. FORM 990, PART VI, SECTION B, LINE 11B BEFORE FILING, THE 990 IS REVIEWED AND APPROVED BY THE CHIEF EXECUTIVE, THE BOARD, AND THE AUDIT/FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C ANY DIRECTOR HAVING AN INTEREST IN A TRANSACTION PRESENTED TO THE BOARD FOR CONSIDERATION IS REQUIRED TO MAKE A FULL DISCLOSURE OF THAT INTEREST AT THE FIRST MEETING OF THE YEAR OR BEFORE ACTION IS TAKEN ON THE TRANSACTION. VIOLATION OF THE CONFLICT OF INTEREST POLICY MAY CONSTITUTE CAUSE FOR REMOVAL OF A DIRECTOR. FORM 990, PART VI, SECTION B, LINE 15A FOR THE YEAR ENDED DECEMBER 31, 2019, A COMPENSATION COMMITTEE DETERMINED THE COMPENSATION FOR OFFICERS AND KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 18 THE FORM 1023 AND FORM 990 ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S DOCUMENTS ARE AVAILABLE UPON REQUEST. THOMAS JEFFERSON INSTITUTE IS PROUD TO HOLD THE "GUIDESTAR EXCHANGE GOLD SEAL" FOR COMMITMENT TO TRANSPARENCY. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 28,959. MANAGEMENT AND GENERAL EXPENSES 12,413. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 41,372. OTHER STAFF COSTS: PROGRAM SERVICE EXPENSES 20,020. MANAGEMENT AND GENERAL EXPENSES 399. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,419. CONSULTANTS: PROGRAM SERVICE EXPENSES 171,041. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 171,041. FORM 990, PART XI, LINE 2C THE ORGANIZATION'S AUDIT COMMITTEE IS RESPONSIBLE FOR OVERSIGHT OF ITS ANNUAL FINANCIAL AUDIT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.