2019-08-30T15:34:34-05:00 2018-12-31 540618213 HANTZMON WIEBEL LLP CPA'S 818 E JEFFERSON ST PO BOX 1408 CHARLOTTESVILLE VA 22902 990 2018-01-01 200399302 THOMAS JEFFERSON INSTITUTE FOR THE STUDY OF WORLD POLITICS THOM 2025488556 160 N CAROLINA AVE SE WASHINGTON DC 200031841 AARON PRESNALL PRESIDENT 2025488556 2019-08-06 1 EDWARD J SCHMITZ P00551113 4342962156 64.88.174.3 2019-08-06 09:20:38 ED P 753DB589D6FB94AAACEA8179FA953A9C0E229242 306BFA21DC3A3D8ACCCF6AC9AA884789B0917D1F 2018 2019-02-21 02:37:17Z AARON PRESNALL 160 N CAROLINA AVE SE WASHINGTON DC 200031841 841324 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 6 0 0 693135 836939 87437 3783 1523 602 0 0 782095 841324 0 0 0 0 374727 451939 0 0 49119 422700 544814 797427 996753 -15332 -155429 1920383 1739754 640894 615694 1279489 1124060 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 347162 3783 RADLI: THIS PROJECT ELEVATES THE ADVANCED DISTANCE LEARNING (ADL) CAPABILITIES OF THE REGION WITH PROFESSIONAL NETWORKING, STANDARDS, TECHNICAL SKILLS, AND COLLABORATIVE INNOVATION. DEVELOPING A FORMAL REGIONAL INITIATIVE IS A PAINSTAKING AND TIME CONSUMING PROCESS. THIS PROJECT WILL PROCEED ON A TWO TRACK PATH: 1) IMMEDIATE PRACTICAL COLLABORATION, INNOVATION, AND PROFESSIONAL NETWORKING TO BUILD CAPACITY FOR JOINT ADL AMONG THE REGIONAL PARTNER NATIONS; 2) GRADUAL DEVELOPMENT OF THE POLITICAL AND LEGAL FRAMEWORK FOR FORMALIZING THE INSTITUTIONALIZATION OF THIS REGIONAL COLLABORATION OVER TIME. 107241 GEORGIA ADL: THIS PROJECT WILL HELP TO SET THE INITIAL INSTITUTIONAL FOUNDATION FOR GEORGIAN ADL, SIGNIFICANTLY EXPANDING ACCESS TO THE WEALTH OF INTERNET BASED EDUCATION TOOLS FOR STUDENTS AND FACULTY TO USE IN SUPPORT OF THEIR MISSIONS. 290000 VIKING 18: IN ONE OF THE FIRST EXAMPLES OF ITS KIND, THIS PROJECT SUPPORTED THE VIKING 18 EXERCISE ORGANIZERS' DELIVERY OF ADVANCED DISTRIBUTED LEARNING (ADL) CAPABILITIES INTO A LARGE SCALE, MULTINATIONAL COLLECTIVE TRAINING EVENT. VIKING 18 IS A 10-DAY CIVIL-MILITARY EXERCISE, HELD APRIL 2018 IN SWEDEN, AND INVOLVING MORE THAN 2,500 TRAINEES FROM 50 COUNTRIES. 87545 THE ORGANIZATION CONDUCTS NUMEROUS ADDITIONAL PROJECTS IN FURTHERANCE OF ITS MISSION STATEMENT. 87545 831948 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 EDWARD PAPENFUSE DIRECTOR 2.00 X 0 0 0 SONJA LICHT DIRECTOR 2.00 X 0 0 0 AARON PRESNALL PRESIDENT/EX OFFICIO 40.00 X X 210000 0 25392 DON BROWN TREASURER 2.00 X X 0 0 0 PAUL FREEDMAN DIRECTOR 2.00 X 0 0 0 RUNE RAFAELSEN DIRECTOR 2.00 X 0 0 0 VAZIL HUDAK DIRECTOR 2.00 X 0 0 0 BILJANA PRESNALL VICE PRESIDENT 40.00 X 140000 0 18492 350000 0 43884 2 0 1 0 0 836939 836939 OTHER INCOME 900099 3783 3783 3783 602 602 841324 3783 0 602 X 393884 342726 15849 35309 36734 31911 1376 3447 21321 18549 853 1919 206002 177001 29001 9007 6526 2332 149 7162 5698 1464 32769 28510 1311 2948 144103 136537 7566 22273 19378 891 2004 32221 28033 1289 2899 4928 4287 197 444 CURRENCY EXCHANGE LOSS 45139 45139 PROJECT EQUIPMENT 38749 31668 7081 BANK FEES AND OTHER EXP 2461 1124 1337 996753 831948 115686 49119 532362 194916 368838 562167 4290 0 4788 4221 1330855 352405 1010105 978450 1920383 1739754 21261 16654 619633 599040 640894 615694 X 1279489 1124060 1279489 1124060 1920383 1739754 -155429 0 X X 0 1 X 1 0 X 933824 1043234 900821 693135 836939 4407953 933824 1043234 900821 693135 836939 4407953 3313179 1094774 4514 109 81 1523 602 6829 87009 87009 4501791 9728 0.24320 0.26790 X THE JEFFERSON INSITUTE IS ACTIVELY SEEKING TO EXPAND ITS SUCCESSFUL SOLICITATION OF FUNDS FROM UNITED STATES GOVERNMENTAL UNITS. OUR BOARD OF DIRECTORS REFLECTS THE DIVERSITY OF THE COMMUNITIES IN WHICH WE WORK. THE INSTITUTE PROVIDES SUPPORT TO TRANSFORMATIVE PROJECTS IN DEMOCRATIZATION OF POST-AUTHORITARIAN SOCIETIES IN EASTERN EUROPE, DELIVERS NO-COST DATA MAPS AND OTHER VISUALIZATIONS TO PBS NATIONAL NEWS COVERAGE, AND NO-COST ARTS AND HERITAGE WALKING TRAIL SMARTPHONE APPLICATIONS TO COMMUNITY INSTITUTIONS LIKE THE PHILADELPHIA MUSEUM OF ART. BASED ON FACTS AND CIRCUMSTANCES, THE NATURE OF THE ORGANIZATION AND THE BENEFITS IT PROVIDES TO DEMOCRATIZATION IN EASTERN EUROPE, TO DEVELOPMENT OF PUBLIC INTEREST DATA JOURNALISM, AND TO DIGITAL HERITAGE IN SMALL UNITED STATES COMMUNITIES, THE JEFFERSON INSTITUTE QUALIFIES AS A PUBLIC CHARITY. SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: CURRENCY EXCHANGE GAIN - 2017 AMOUNT: $ 87,009. 432900 432900 769506 225722 543784 2674 2674 0 125775 124009 1766 978450 X 796185 0 796185 45139 45139 841324 951614 0 951614 45139 45139 996753 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 45,139. PART XII, LINE 4B - OTHER ADJUSTMENTS: CURRENCY EXCHANGE LOSS 45,139. 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. 428000 1 12 0 0 1 12 428000 0 428000 0 0 0 0 0 0 PART I, LINE 3: ACCRUAL BASIS. PART 1, LINE 3, COLUMN (F): THE ORGANIZATION HAS ONE OFFICE AND TWO EMPLOYEES IN EUROPE, AND THE TOTAL PERCENTAGE OF EXPENSES IN EUROPE WAS APPROXIMATELY 45% IN 2018. 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, 2018, 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 12,832. MANAGEMENT AND GENERAL EXPENSES 23,782. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 36,614. OTHER STAFF COSTS: PROGRAM SERVICE EXPENSES 60. MANAGEMENT AND GENERAL EXPENSES 5,219. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,279. CONSULTANTS: PROGRAM SERVICE EXPENSES 164,109. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 164,109. 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.