STRATEGY STUDIO / PUBLIC DATA EXPLORER

THOMAS JEFFERSON INSTITUTE FOR THE STUDY OF WORLD POLITICS: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
THOMAS JEFFERSON INSTITUTE FOR THE STUDY OF WORLD POLITICS (EIN 20-0399302)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-10-23
IRS object ID
201732969349300118
Schema version
2016v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-10-23T09:30:58-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN540618213PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HANTZMON WIEBEL LLP CPA'SBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1818 E JEFFERSON ST PO BOX 1408AddressLine1Txt
CityCHARLOTTESVILLECityNm
State AbbreviationVAStateAbbreviationCd
ZIP22902ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200399302EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THOMAS JEFFERSON INSTITUTE FORBusinessNameLine1Txt
Business Name Line2THE STUDY OF WORLD POLITICSBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlTHOMBusinessNameControlTxt
Phone2025488556PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1160 N CAROLINA AVE SEAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP200031841ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAARON PRESNALLPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2025488556PhoneNum
Signature2017-10-18SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALFRED L LAYNE JRPreparerPersonNm
PTINP00320179PTIN
Phone4342962156PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address216.30.185.162IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-10-18IPDt
IP Tm13:46:00IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id381C0FCDF672A1B75914BDE25125AEFC3451D5C1AtSubmissionCreationDeviceId
At Submission Filing Device Id49BDE9A342047073C1C5BD823DD912D61A11FACCAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerAARON PRESNALLPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1160 N CAROLINA AVE SEAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP200031841ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$904,171GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.JEFFERSONINST.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2003FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionTHE JEFFERSON INSTITUTE IS AN INDEPENDENT RESEARCH AND EDUCATION INSTITUTE. WE ARE INSPIRED BY THOMAS JEFFERSON'S CHALLENGE TO PURSUE TRUTH, WHEREVER IT MAY LEAD. 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 ON-LINE LEARNING, DIGITAL HERITAGE, AND MAKING OPEN DATA EASY.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee2TotalEmployeeCnt
Total Volunteers5TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,043,234PYContributionsGrantsAmt
CY Contributions Grants$900,821CYContributionsGrantsAmt
PY Program Service Revenue$2,205PYProgramServiceRevenueAmt
CY Program Service Revenue$3,269CYProgramServiceRevenueAmt
PY Investment Income$109PYInvestmentIncomeAmt
CY Investment Income$81CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,045,548PYTotalRevenueAmt
CY Total Revenue$904,171CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$368,211PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$369,765CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$42,847CYTotalFundraisingExpenseAmt
PY Other Expenses$672,232PYOtherExpensesAmt
CY Other Expenses$562,054CYOtherExpensesAmt
PY Total Expenses$1,040,443PYTotalExpensesAmt
CY Total Expenses$931,819CYTotalExpensesAmt
PY Revenues Less Expenses$5,105PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$27,648CYRevenuesLessExpensesAmt
Total Assets BOY$2,074,286TotalAssetsBOYAmt
Total Assets EOY$2,007,956TotalAssetsEOYAmt
Total Liabilities BOY$751,817TotalLiabilitiesBOYAmt
Total Liabilities EOY$713,135TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,322,469NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,294,821NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE JEFFERSON INSTITUTE IS AN INDEPENDENT RESEARCH AND EDUCATION INSTITUTE. WE ARE INSPIRED BY THOMAS JEFFERSON'S CHALLENGE TO PURSUE TRUTH, WHEREVER IT MAY LEAD. 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 ON-LINE LEARNING, DIGITAL HERITAGE, AND MAKING OPEN DATA EASY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$386,360ExpenseAmt
DescADVANCED DISTANCE LEARNING (ADL) - SERBIA: A MULTI-YEAR PROJECT ENHANCING MILITARY EDUCATION CAPABILITY OF THE MINISTRY OF DEFENSE, SERBIA WITH AN ADVANCED DISTRIBUTED LEARNING SYSTEM. WE SUPPORT CAPABILITY TO IDENTIFY TRAINING NEEDS AND TO TRACK PROGRESS IN BRIDGING READINESS GAPS. WE BROUGHT CUTTING EDGE METHODS,INCLUDING A MOBILE LEARNING APPROACH, AND THE INTEGRATION OF LEARNING ANALYTICS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$150,010ExpenseAmt
DescARCTIC HORIZONS: CONVENING MEMBERS OF THE ARCTIC SOCIAL SCIENCE AND INDIGENOUS COMMUNITIES TO REASSESS THE GOALS, POTENTIALS, AND NEEDS OF THESE DIVERSE COMMUNITIES AND THE NSF ARCTIC SOCIAL SCIENCE PROGRAM WITHIN THE CONTEXT OF A RAPIDLY CHANGING CIRCUMPOLAR NORTH.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$113,093ExpenseAmt
DescADVANCED DISTANCE LEARNING(ADL) - UKRAINE: A MULTI-YEAR PROJECT ENHANCING MILITARY EDUCATION CAPABILITY OF THE MINISTRY OF DEFENSE, UKRAINE WITH AN ADVANCED DISTRIBUTED LEARNING SYSTEM. WE SUPPORT INTERNATIONAL PROFESSIONAL NETWORKING, AND CAPABILITY TO DEVELOP COURSES.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$148,473ExpenseAmt
Revenue$3,269RevenueAmt
DescTHE ORGANIZATION CONDUCTS NUMEROUS ADDITIONAL PROJECTS IN FURTHERANCE OF ITS MISSION STATEMENT.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$148,473TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$3,269TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$797,936TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document4IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee2EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryRIForeignCountryCd
Foreign CountryNLForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2025488556PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1160 N CAROLINA AVE SEAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP200031841ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
EDWARD PAPENFUSE
DIRECTOR2.00Yes (X)$0$0$0
SONJA LICHT
DIRECTOR2.00Yes (X)$0$0$0
AARON PRESNALL
PRESIDENT/EX OFFICIO40.00Yes (X)$190,008$0$16,254Yes (X)
DON BROWN
TREASURER2.00Yes (X)$0$0$0Yes (X)
PAUL FREEDMAN
DIRECTOR2.00Yes (X)$0$0$0
RUNE RAFAELSEN
DIRECTOR2.00Yes (X)$0$0$0
BILJANA PRESNALL
VICE PRESIDENT40.00$120,000$0$6,000Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$310,008TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$22,254TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Government Grants$815,259GovernmentGrantsAmt
All Other Contributions$85,562AllOtherContributionsAmt
Total Contributions$900,821TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$3,269TotalRevenueColumnAmt
Related Or Exempt Func Income$3,269RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$3,269TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$81TotalRevenueColumnAmt
Exclusion$81ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$904,171TotalRevenueColumnAmt
Related Or Exempt Func Income$3,269RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$81ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$332,262TotalAmt
Program Services$288,723ProgramServicesAmt
Management And General$12,600ManagementAndGeneralAmt
Fundraising$30,939FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$17,990TotalAmt
Program Services$15,770ProgramServicesAmt
Management And General$958ManagementAndGeneralAmt
Fundraising$1,262FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$19,513TotalAmt
Program Services$16,964ProgramServicesAmt
Management And General$755ManagementAndGeneralAmt
Fundraising$1,794FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$230,633TotalAmt
Program Services$204,214ProgramServicesAmt
Management And General$26,419ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$10,561TotalAmt
Program Services$6,816ProgramServicesAmt
Management And General$3,600ManagementAndGeneralAmt
Fundraising$145FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$32,359TotalAmt
Program Services$28,132ProgramServicesAmt
Management And General$1,252ManagementAndGeneralAmt
Fundraising$2,975FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$132,292TotalAmt
Program Services$123,454ProgramServicesAmt
Management And General$8,838ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$23,786TotalAmt
Program Services$20,678ProgramServicesAmt
Management And General$921ManagementAndGeneralAmt
Fundraising$2,187FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$33,805TotalAmt
Program Services$29,388ProgramServicesAmt
Management And General$1,309ManagementAndGeneralAmt
Fundraising$3,108FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,749TotalAmt
Program Services$4,128ProgramServicesAmt
Management And General$184ManagementAndGeneralAmt
Fundraising$437FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
PROJECT EQUIPMENT$57,600$51,402$6,198
CURRENCY EXCHANGE LOSS$27,382$27,382
TELEPHONE AND INTERNET$6,930$6,496$434
BANK FEES AND OTHER EXP$1,957$1,771$186

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$931,819TotalAmt
Program Services$797,936ProgramServicesAmt
Management And General$91,036ManagementAndGeneralAmt
Fundraising$42,847FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$500,965BOYAmt
EOY$220,946EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$485,844BOYAmt
EOY$727,500EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$6,000BOYAmt
EOY$11,838EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$5,922BOYAmt
EOY$5,355EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,330,855LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$288,538LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,075,555BOYAmt
EOY$1,042,317EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,074,286BOYAmt
EOY$2,007,956EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$21,544BOYAmt
EOY$73,645EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$71,702BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$658,571BOYAmt
EOY$639,490EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$751,817BOYAmt
EOY$713,135EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,322,469BOYAmt
EOY$1,294,821EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,322,469BOYAmt
EOY$1,294,821EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,074,286BOYAmt
EOY$2,007,956EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$27,648ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$866,908CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,088,282CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$933,824CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,043,234CurrentTaxYearMinus1YearAmt
Current Tax Year$900,821CurrentTaxYearAmt
Total$4,833,069TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$866,908CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,088,282CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$933,824CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,043,234CurrentTaxYearMinus1YearAmt
Current Tax Year$900,821CurrentTaxYearAmt
Total$4,833,069TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$3,252,389SubstantialContributorsTotAmt
Public Support Total170$1,580,680PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,818CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,419CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,514CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$109CurrentTaxYearMinus1YearAmt
Current Tax Year$81CurrentTaxYearAmt
Total$11,941TotalAmt
FieldValueIRS element (for citing)
Total Support$4,845,010TotalSupportAmt
Gross Receipts Rltd Activities$39,939GrossReceiptsRltdActivitiesAmt
Public Support CY1700.32620PublicSupportCY170Pct
Public Support PY1700.32560PublicSupportPY170Pct
Ten Pct Facts Crcmstncs Test CYYes (X)TenPctFactsCrcmstncsTestCYInd
Facts And Circumstances TestTHE JEFFERSON INSTITUTE 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.FactsAndCircumstancesTestTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$432,900OtherCostOrOtherBasisAmt
Book Value$432,900BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$769,506OtherCostOrOtherBasisAmt
Depreciation$164,161DepreciationAmt
Book Value$605,345BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,674OtherCostOrOtherBasisAmt
Depreciation$2,674DepreciationAmt
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$125,775OtherCostOrOtherBasisAmt
Depreciation$121,703DepreciationAmt
Book Value$4,072BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,042,317TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$876,789TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$876,789RevenueSubtotalAmt
Other Revenues Not Included$27,382OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$27,382RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$904,171TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$904,437TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$904,437ExpensesSubtotalAmt
Other Expenses Not Included$27,382OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$27,382ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$931,819TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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. THE JEFFERSON INSTITUTE IS NO LONGER SUBJECT TO EXAMINATION BY U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2012.
PART XI, LINE 4B - OTHER ADJUSTMENTS:CURRENCY EXCHANGE LOSS 27,382.
PART XII, LINE 4B - OTHER ADJUSTMENTS:CURRENCY EXCHANGE LOSS 27,382.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionEUROPERegionTxt
Offices1OfficesCnt
Employee15EmployeeCnt
Type Of Activities ConductedPROGRAM SERVICESTypeOfActivitiesConductedTxt
Specific Services ProvidedRESEARCH AND PROJECT IMPLEMENTATION; THE ORGANIZATION STRIVES TO BUILD CAPACITY FOR PUBLIC POLICY RESEARCH IN THE COMMUNITIES IN WHICH IT WORKS.SpecificServicesProvidedTxt
Region Total Expenditures$497,000RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices1SubtotalOfficesCnt
Subtotal Employees15SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office1TotalOfficeCnt
Total Employee15TotalEmployeeCnt
Subtotal Spent$497,000SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$497,000TotalSpentAmt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 55% IN 2016.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonAARON PRESNALLPersonNm
TitlePRESIDENT/EX OFFICIOTitleTxt
Base Compensation Filing Org$190,008BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$9,504DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$6,750NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$206,262TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3FormAndLineReferenceDesc
ExplanationTHE BOARD APPROVES THE OFFICERS' COMPENSATION ANNUALLY.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2THE PRESIDENT, AARON PRESNALL, IS MARRIED TO BILJANA PRESNALL, THE VICE PRESIDENT.
FORM 990, PART VI, SECTION B, LINE 11BBEFORE 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 12CANY 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 15AFOR THE YEAR ENDED DECEMBER 31, 2016, A COMPENSATION COMMITTEE DETERMINED THE COMPENSATION FOR OFFICERS AND KEY EMPLOYEES.
FORM 990, PART VI, SECTION C, LINE 18THE FORM 1023 AND FORM 990 ARE AVAILABLE UPON REQUEST.
FORM 990, PART VI, SECTION C, LINE 19THE 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 11GPROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 22,913. MANAGEMENT AND GENERAL EXPENSES 25,875. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 48,788. OTHER: PROGRAM SERVICE EXPENSES 2,736. MANAGEMENT AND GENERAL EXPENSES 544. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,280. CONSULTANTS: PROGRAM SERVICE EXPENSES 178,565. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 178,565.
FORM 990, PART XI, LINE 2CTHE ORGANIZATION'S AUDIT COMMITTEE IS RESPONSIBLE FOR OVERSIGHT OF ITS ANNUAL FINANCIAL AUDIT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.