2017-11-09T06:54:33-06:00 2016-12-31 521511275 RAFFA PC 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2016-01-01 270645372 THE PRIVATE INVESTOR COALITION INC PRIV 3126760300 1341 G STREET NW 6TH FLOOR WASHINGTON DC 20005 DULCIE L TRUITT DIRECTOR/PRESIDENT 3126760300 2017-11-09 1 FRANK H SMITH P00639053 2028225000 2017-11-09 207.238.152.3 2017-11-09 07:54:23 ES P C3E152F0C85DEA7593A5B7F47976F855CC6874F7 D8B48308BC061A0DC07B446220B2988984B4F8A7 2016 2021-01-29 14:40:06Z DULCIE L TRUITT 1341 G STREET NW 6TH FLOOR WASHINGTON DC 20005 452050 0 X WWW.PRIVATEINVESTORCOALITION.COM X 2009 DE THE CORPORATION ADVOCATES FOR THE EQUITABLE TREATMENT OF PRIVATE INVESTORS. 12 12 0 13 0 0 0 0 410800 451500 21 550 0 0 410821 452050 0 0 0 0 0 0 0 0 0 436011 670454 436011 670454 -25190 -218404 328369 87291 66850 19176 261519 68115 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 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 1 0 0 1 10 0 1 0 0 0 0 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 2027428970 1341 G STREET NW 6TH FLOOR WASHINGTON DC 20005 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 DONCKERS DIRECTOR/TREASURER 2.00 X X 0 0 0 BETTY Y DYKSTRA DIRECTOR 2.00 X 0 0 0 JAKE FARVER DIRECTOR (UNTIL 09/2016) 2.00 X 0 0 0 STEVE HORNIG DIRECTOR (UNTIL 12/2016) 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 MARTIN DIRECTOR 1.00 X 0 0 0 KIRK ROSE DIRECTOR 2.00 X 0 0 0 HEATH 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 MARLO TURCOTTE VICE PRESIDENT 1.00 X 0 0 0 PAUL WILLIAMS VICE PRESIDENT 2.00 X 0 0 0 0 0 0 0 0 0 0 CAPITOL-CONTEXT LLP 655 15TH STREET NW 8TH FLOOR WASHINGTON DC 20005 ADVOCACY 250723 VENN STRATEGIES LLC 1341 G STREET NW 6TH FLOOR WASHINGTON DC 20005 ADVOCACY 182928 2 MEMBERSHIP DUES 900099 451500 451500 451500 550 550 452050 451500 0 550 13428 577397 60000 976 6525 3193 7315 PAC- ADMIN. EXPENSES 1043 DUES & SUBSCRIPTIONS 300 LICENSES & REGISTRATION 277 670454 268611 38441 39758 4562 20000 29270 6000 0 9018 328369 87291 66850 19176 66850 19176 X 261519 68115 261519 68115 328369 87291 -218404 25000 0 X 0 0 0 THE PRIVATE INVESTOR COALITION INC POLITICAL ACTION COMMITTEE 1440 G STREET NW 8TH FLOOR WASHINGTON DC 20005 2707 0 0 1 451500 577397 -946234 -368837 451500 -820337 0 RETAINER WITH DECHERT 9018 9018 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 - STEVE HORNIG AND MARLO TURCOTTE 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