2019-09-13T10:10:50-05:00 2018-12-31 111986323 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2018-01-01 270645372 THE PRIVATE INVESTOR COALITION INC PRIV 3126760300 1341 G STREET NW 6TH FLOOR WASHINGTON DC 20005 DULCIE L TRUITT DIRECTOR/PRESIDENT 3126760300 2019-09-13 1 FRANK H SMITH P00639053 2022274000 2019-09-13 47.19.127.190 2019-09-13 10:10:47 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6B99CC596846389D72FF8F2B1D58952714C72983 2018 2019-02-21 02:37:17Z DULCIE L TRUITT 1341 G STREET NW 6TH FLOOR WASHINGTON DC 20005 550171 0 X WWW.PRIVATEINVESTORCOALITION.COM X 2009 DE THE CORPORATION ADVOCATES FOR THE EQUITABLE TREATMENT OF PRIVATE INVESTORS. 12 12 0 12 0 0 0 0 504200 546800 671 3371 0 0 504871 550171 0 0 0 0 0 0 0 0 0 503288 481357 503288 481357 1583 68814 71910 142201 2212 3689 69698 138512 THE PURPOSE OF THE PRIVATE INVESTOR COALITION, INC. (THE CORPORATION) IS TO EDUCATE AND ADVOCATE FOR THE EQUITABLE TREATMENT OF PRIVATE INVESTORS, INCLUDING, WITHOUT LIMITATION, SINGLE FAMILY OFFICES. 0 0 THE PURPOSE OF THE CORPORATION IS TO EDUCATE AND ADVOCATE FOR THE EQUITABLE TREATMENT OF PRIVATE INVESTORS, INCLUDING, WITHOUT LIMITATION, SINGLE FAMILY OFFICES. THE CORPORATION EDUCATES ITS MEMBERS, NON-MEMBERS, AND ELECTED AND REGULATORY OFFICIALS ON THE ISSUES CONCERNING PRIVATE INVESTORS. THE COALITION HOLDS AN ANNUAL MEETING WHICH DELIVERS APPROXIMATELY 1.5 DAYS OF EDUCATIONAL CONTENT. ADDITIONALLY, MEMBER CALLS ON VARIOUS EDUCATIONAL TOPICS ARE HELD THROUGHOUT THE YEAR AS NEEDED. 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 6 0 1 0 0 0 0 0 1 1 0 0 0 X 12 12 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 X DULCIE L TRUITT 3126760310 200 WEST MADISON STREET NO 3400 CHICAGO IL 60606 X DULCIE L TRUITT DIRECTOR/PRESIDENT 3.00 X X 0 0 0 MARIAN F DIETRICH DIRECTOR/SENIOR V.P. 2.00 X X 0 0 0 TIMOTHY P TERRY DIRECTOR/SECRETARY 3.00 X X 0 0 0 LARRY E DONCKERS DIRECTOR/TREASURER 2.00 X X 0 0 0 BETTY Y DYKSTRA DIRECTOR 2.00 X 0 0 0 LAURA LIANG DIRECTOR 2.00 X 0 0 0 SHELLEY MARCIANO DIRECTOR 1.00 X 0 0 0 DAVID M MARTIN DIRECTOR 1.00 X 0 0 0 KIRK ROSE DIRECTOR 2.00 X 0 0 0 MARLO TURCOTTE DIRECTOR 1.00 X 0 0 0 HEATH N WEISBERG DIRECTOR 2.00 X 0 0 0 DAVID ZISLIN DIRECTOR 2.00 X 0 0 0 KARL R ANDERSON VICE PRESIDENT 2.00 X 0 0 0 MARK M POLJAK VICE PRESIDENT 1.00 X 0 0 0 0 0 0 0 0 0 0 CAPITOL-CONTEXT LLP 1440 G STREET NW 8TH FLOOR WASHINGTON DC 20005 ADVOCACY 255025 VENN STRATEGIES LLC 1341 G STREET NW 6TH FLOOR WASHINGTON DC 20005 LEGAL/LOBBYING SERVICES 181514 2 MEMBERSHIP DUES 900099 546800 546800 546800 3371 3371 550171 546800 0 3371 576 3120 469498 100 3202 3689 LICENSES & REGISTRATION 725 PAC- ADMIN. EXPENSES 447 481357 5000 4504 17497 73277 43443 58623 5970 5797 71910 142201 2212 3689 2212 3689 X 69698 138512 69698 138512 71910 142201 68814 0 X 0 0 0 THE PRIVATE INVESTOR COALITION INC POLITICAL ACTION COMMITTEE 1440 G STREET NW 8TH FLOOR WASHINGTON DC 20005 1023 1 0 1 546800 469498 -834560 -365062 546800 -911862 FORM 990, PART VI, SECTION A, LINE 2 FOLLOWING OFFICERS AND DIRECTORS HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER: - DULCIE L. TRUITT AND KARL R. ANDERSON - MARIAN F. DIETRICH AND MARK M. POLJAK FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE ENTIRE BOARD OF DIRECTORS REVIEWS THE DRAFT VERSION OF THE FEDERAL FORM 990 BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C PERIODIC REVIEWS ARE CONDUCTED NO LESS FREQUENTLY THAN ANNUALLY TO DETERMINE WHETHER THE CORPORATION OR ANY OF ITS DIRECTORS OR OFFICERS ARE ENGAGED IN ANY ACTIVITY THAT MAY VIOLATE THE CONFLICT OF INTEREST POLICY. THE PERIODIC REVIEWS SHALL, AT A MINIMUM, INCLUDE THE FOLLOWING SUBJECT: -WHETHER ALL BUSINESS ARRANGEMENTS CONFORM TO THE CORPORATION'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER CHARITABLE PURPOSES AND DO NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT ON IN EXCESS BENEFIT TRANSACTION. -IF THE GOVERNING BOARD OR THE COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE ACTION, INCLUDING ANY CORRECTIVE ACTION. FORM 990, PART VI, SECTION C, LINE 19 THE CORPORATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FEDERAL FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. THE PRIVATE INVESTOR COALITION INC POLITICAL ACTION COMMITTEE 1440 G STREET NW 8TH FLOOR WASHINGTON DC 20005 POLITICAL ACTIVITIES DC 527 THE PRIVATE INVESTOR COALITION INC 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0