2017-03-06T12:22:51-06:00 2016-08-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2015-09-01 480891418 Bill of Rights Institute BILL 7038941776 200 N Glebe Road No 200 Arlington VA 222033728 David J Bobb President 7038941776 2017-03-06 1 Lori A Collingsworth P00639819 7038930300 2017-02-22 2015 2021-01-29 14:40:06Z David J Bobb 200 N Glebe Road No 200 Arlington VA 222033728 3257456 0 X www.billofrightsinstitute.org X 1979 KS To engage, educate, & empower individuals with a passion for freedom & opportunity 5 5 30 0 0 0 2631573 3168958 219648 73891 62 -1088 7406 4938 2858689 3246699 71877 130930 0 0 1306704 1436390 90394 78340 456477 1291022 1505578 2759997 3151238 98692 95461 2676261 2760804 276820 265902 2399441 2494902 X The Institute envisions a society in which all individuals enjoy life, liberty, and the pursuit of happiness. See Schedule O for full mission. 0 0 902465 88919 2250 Teacher Development Conferences & Seminars: Constitutional Seminars: In the 2015-2016 fiscal year the Institute conducted 25 on-site educational programs for teachers, training 799 teachers. By focusing on Founding principles such as natural rights, due process protections, civic virtue, federalism, separation of powers, and citizenship , each program provides history and civics teachers with the tools and background knowledge needed to educate young people about America's Founding principles and civic values. (Continued in Schedule O) 585547 40361 71641 Student Education Programs:The Institute engages with more than 51,000 students on a monthly basis through email, social media, contests, and in person programs. Constitutional Academy: 54 students attended the Constitutional Academy, a week-long summer colloquium focusing on constitutional and economic principles. Hosted in the DC area, students who take part in this program listen to scholars, take part in debates, and visit historical sights that help explain the importance of the Declaration of Independence and the Constitution. (Continued in Schedule O) 121858 1650 Teacher Outreach: The Bill of Rights Institute continues its marketing of materials and programs to teachers and administrators. In addition to presentations made at various teacher-focused conferences, the Institute markets materials to over 50,000 teachers in their network, and delivers eLessons to over 26,000 teachers. 252237 4938 252237 4938 1862107 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 64 0 1 30 1 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA CT FL GA HI IL KS KY ME MD MA MI MN MS NH NJ NM NY NC OH OK OR PA RI SC TN UT VA WA WV WI X The Organization 7038941776 200 N Glebe Road No 200 Arlington VA 222033728 Mark Humphrey Director/Chairman 1.00 X X 0 0 0 Ryan Stowers Director and Secretary 1.00 X X 0 0 0 Robert L Testwuide Director 1.00 X 0 0 0 Todd Zywicki Director 1.00 X 0 0 0 Preston Marshall Director 1.00 X 0 0 0 Dustin Perry Treasurer (outgoing) 1.00 X 0 0 0 Robert Heaton Treasurer (incoming) 1.00 X 0 0 0 David J Bobb President 45.00 X 212982 0 13928 Adam Cushing Chief Operating Officer 45.00 X 100806 0 11078 313788 0 25006 2 0 1 0 Red Edge LLC 2300 Clarendon Boulevard 901 Arlington VA 22201 Website Maintenance & Media Services 202459 ScanTech LLC 2166 Kurtz Road Holly MI 48442 Digital Platform Development 101261 2 3168958 22353 3168958 Student Education 611710 71641 71641 Teacher Conference & Seminars 611710 2250 2250 73891 58 58 1146 -1146 -1146 -1146 14549 9611 4938 4938 3246699 78829 0 -1088 130930 130930 379751 195171 123401 61179 871451 447876 283181 140394 88345 45404 28708 14233 96843 49772 31469 15602 4551 894 3657 16837 16837 78340 78340 59150 29817 26610 2723 301155 203988 62935 34232 184351 130136 53666 549 205533 111231 56539 37763 92220 53742 6937 31541 353913 320909 9190 23814 124924 15072 109852 17161 17161 List rental 84946 82646 2300 Inventory write down 26711 26111 600 Bad debt expense 16067 15767 300 State registrations 11359 2537 15 8807 6700 998 5259 443 3151238 1862107 832654 456477 866510 924454 118387 116719 850050 987200 4530 899 33738 0 31973 62944 1047430 378842 771073 668588 2676261 2760804 210444 225262 66376 40640 276820 265902 X 1487323 1740141 912118 754761 2399441 2494902 2676261 2760804 95461 0 X X 0 1 X 1 0 X 2015700 2205243 3127963 2631573 3168958 13149437 2015700 2205243 3127963 2631573 3168958 13149437 6946248 6203189 478 136 65 62 58 799 4957 85 5042 13155278 985517 0.47150 0.49400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10585 9615 970 197864 158719 39145 838981 210508 628473 668588 Deferred rent 40640 40640 X 3449343 229355 229355 3219988 26711 26711 3246699 3353882 229355 229355 3124527 26711 26711 3151238 Part X, Line 2: Management evaluated the Institute's tax positions and concluded that the Institute's financial statements do not include any uncertain tax positions. Part XI, Line 4b - Other Adjustments: Loss on inventory write down Part XII, Line 4b - Other Adjustments: Loss on inventory write down X X X X X 1 Direct Mail Marketing Group 22780 Indian Creek Drive Ste 100 Dulles VA 20166 Prospecting & Direct Mail campaigns 0 66165 39102 27063 ClearWord Communications 12841 Braemar Village Plaza 51 Bristow VA 20136 Direct mail campaigns 0 52360 35150 17210 118525 74252 44273 AL AK AR CA CO CT DC FL GA HI IL KS KY LA ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI 1 Awards and Prizes for Students Programs 58 41511 0 N/A N/A Awards and Prizes for Debate Outreach 10 500 0 N/A N/A Stipends 301 88919 0 N/A N/A Part I, Line 2: Awards were paid to winners of educational contests sponsored by BRI. No monitoring is required for the use of these cash awards. X X X 0 0 0 0 0 0 0 0 0 David J Bobb President 182982 0 30000 0 0 0 0 0 13928 0 226910 0 0 0 Form 990, Part III, Line 1: Organization's Mission The Institute envisions a society in which all individuals enjoy life, liberty, and the pursuit of happiness. It is a society in which: - Students engage with and champion these rights for themselves and others. - Teachers educate students to seek knowledge and tackle challenges with these rights in mind. - Parents empower their children to apply these rights in their own lives through interaction, example, and dialogue. Form 990, Part III, Line 4a, Teacher Development Conferences & Seminars: Founders' Fellowship: The Bill of Rights institute hosted its seventh consecutive year of Founders' Fellowship conference, an advanced introduction to American constitutional thought designed for social studies teachers. The topic of the 2016 program was Liberties Guaranteed: The First Amendment. Teachers were selected through a competitive application process for a program that included readings and discussions of key primary and secondary sources, scholar presentations, and visits to important historic sites. 44 teachers attended. Liberty Fund Colloquia: The Institute also conducted a series of advanced colloquia co-sponsored with Liberty Fund. A total of 80 social studies teachers attended six different programs, - five weekend programs and one week-long program - engaging in discussion about the importance of individual liberty in the American republic. Form 990, Part III, Line 4b, Student Education Programs: We the Students Scholarship Contest: More than 23,000 students took part in our flagship scholarship program, We the Students. Students were asked to explain, whether in their lifetime, has the United States come closer to or farther from the principles outlined in the Declaration of Independence. Boy and Girl Scout Essay Competition: The Institute partnered with both the Boy Scouts America and Girl Scouts of America to offer an essay contest for each. 1624 submitted essays, and both One Boy Scout and One Girl Scout where chosen as winners to receive scholarships for themselves, as well as money for their troop. Constitution Connection: The Institute produced an online debate resource for students. It is a place for students to learn about, and discuss, controversial topics. The Institute has reached over 60,000 students through these efforts. The Institute partnered with the National Speech and Debate Association to reach over 2,500 students with online debate webinars. Form 990, Part III, Line 4d, Other Program Services: Instructional Materials: Designed to supplement standard U.S. history and civics textbooks, the Bill of Rights Institute developed the following educational resources in 2015-2016: The Bill of Rights Institute developed two new curricula this year. Immigration and Citizenship in America, is a three lesson curriculum which gives students the historical context of immigration in the United States and invites them to engage with the current debate. The First Branch: Congress and the Constitution is an 11 part curriculum which examines the purpose of a legislature, the design of the U.S. congress, its powers, its history, and the reality of how Congress works today. In addition, the Bill of Rights Institute continually updated and delivered the following online instructional material: BillofRightsInstitute.org: This website provides teachers with free lesson plans and additional educational resources on the Constitution and Bill of Rights. We received 4,599,930 unique page views throughout the 2015-2016 year. Our Educator Resources page received 981,197 unique views. DocsofFreedom.org: This online textbook focuses on primary sources to teach students about history, government, and economics. The other themes will include how Founding principles can be applied through all of the topics, and how students can be virtuous in their own lives. Nearly 14,000 teachers have registered for this free resource. VoicesofHistory.org: This online compendium of Bill of Rights Institute houses over 124 lesson plans from 10 of our resources. Materials include free step-by-step lesson plans, background essays, activities, handouts, and primary sources. eLessons: Bi-weekly email newsletters including current and historic events lessons sent to over 26,000 unique subscribers. Constitution Day: Web-based activities for middle and high school students designed to celebrate the signing of the U.S. Constitution. Web traffic on September 16-17, 2015 was over 39,057 unique visitors. Bill of Rights Day: Collection of web-based lesson plans for middle and high school students designed to celebrate the ratification of the U.S. Bill of Rights. Web traffic on December 15, 2015 was over 30,610 unique visitors. eLessons: Bi-weekly email newsletters including current and historic events lessons sent to over 26,000 unique subscribers. Form 990, Part VI, Section A, line 6 The Bill of Rights Institute has members, and no stockholders. Form 990, Part VI, Section A, line 7a The Bill of Rights Institute has members that have the authority to elect the Board of Directors. Form 990, Part VI, Section A, line 7b Approval of the Members is required for certain actions like amending certain sections of the governing documents. Form 990, Part VI, Section B, line 11 Form 990 is prepared by an outside independent CPA firm, which is reviewed by the corporate President and Treasurer. Then a copy will be provided to all Board members for their review prior to signing and filing with the IRS. Form 990, Part VI, Section B, line 12c A copy of BRI's Policy on Conflicts of Interest and Code of Ethics is given to all Directors, officers and employees at the beginning of their term of service or employment. A conflict of Interest Questionnaire and Acknowledgement form is also given to each Director, officer and employee to fill out and sign, which acknowledges that they have received and reviewed the policy, and which allows them to provide information regarding their business and family interests. Form 990, Part VI, Section B, line 15 With respect to compensation for the Organization's officers, other than the President, for the 2015 year the President determined the compensation levels and those individuals were compensated based on comparable amounts paid by comparable organizations for comparable services. All compensation amounts are provided to and reviewed by the Board of Directors. The President's compensation was determined and approved by the Board of Directors based on comparable amounts paid by comparable organizations for comparable services. Form 990, Part VI, Section C, line 18 BRI makes its Form 1023 and 990 available upon request. A public disclosure copy of the BRI Federal Form 990 is also available on Guidestar. Form 990, Part VI, Section C, line 19 Information listed in Part VI, Section C, line 19 was available during the organization's tax year in accordance with IRS public disclosure rules. Form 990, Part XII, Line 2c: No change from the prior year.