2015-08-17T08:15:00-05:00 2014-12-31 540618213 HANTZMON WIEBEL LLP CPA'S 818 E JEFFERSON ST PO BOX 1408 CHARLOTTESVILLE VA 22902 990 2014-01-01 200399302 THOMAS JEFFERSON INSTITUTE FOR THE STUDY OF WORLD POLITICS THOM 2025488556 160 N CAROLINA AVE SE WASHINGTON DC 200031841 AARON PRESNALL PRESIDENT 2025488556 2015-08-13 1 ALFRED L LAYNE JR P00320179 4342962156 2014 2016-03-07 17:11:31Z AARON PRESNALL 160 N CAROLINA AVE SE WASHINGTON DC 200031841 938381 0 X WWW.JEFFERSONINST.ORG X 2003 DC THE 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 INFORM DECISION WITH ALTERNATIVE SOLUTIONS. WE 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 ARCHIVES, AND DATA JOURNALISM. INFORMATION IS THE CURRENCY OF DEMOCRACY AND WE ARE LIVING IN AN INFORMATION RENAISSANCE, BUT THE FULL POTENTIAL OF THIS ERA REMAINS CONSTRAINED FOR MANY CITIZENS. THE FUNDAMENTAL PRINCIPLES OF DEMOCRACY REMAIN CONSTANT FROM THE TIME OF MR. JEFFERSON. OUR CHALLENGE IS TO BEND AND BIND NEW INFORMATION TOOLS TO YIELD THE POWER OF THESE ETERNAL FREEDOMS FOR ALL. 5 4 2 4 0 0 1088282 933824 12853 43 2419 4514 0 0 1103554 938381 0 0 0 0 327734 334668 0 0 40463 557377 495978 885111 830646 218443 107735 1918793 2173127 709164 855763 1209629 1317364 X THE JEFFERSON INSTITUTE IS AN INDEPENDENT RESEARCH AND EDUCATION INSTITUE. 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. 0 0 392674 ADVANCED 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 ADVANCED CAPABILITY TO IDENTIFY TRAINING NEEDS AND TO TRACK PROGRESS IN BRIDGING READINESS GAPS. WE BROUGHT CUTTING EDGE METHODS TO DELIVER DISTANCE LEARNING, INTRODUCING A MOBILE APPROACH INTEGRATED WITH EXISTING STANDARDS OF MILITARY EDUCATION. 98691 ADL - UKRAINE: WE PROVIDED A FOUNDATION OF DISTANCE LEARNING CAPABILITIES TO THE MILITARY ACADEMY OF UKRAINE, REINFORCING PROFESSIONAL INTEGRITY, LEGAL AND ETHICAL NORMS, INTEROPERABILITY, OPERATIONAL CAPABILITY, AND REGIONAL INTEGRATION. 105340 PROD: EMPOWERS JOURNALISTS AND COMMUNITY MEMBERS WITH RELIABLE DATA AND ANALYSIS ON PUBLIC ATTITUDES, WHEN THEY WANT IT AND ON THE ISSUES THEY CHOOSE BY HARVESTING OPINIONS EXPRESSED THROUGH ON-LINE CONVERSATIONS. 34895 43 THE ORGANIZATION CONDUCTS NUMEROUS ADDITIONAL PROJECTS IN FURTHERANCE OF ITS MISSION STATEMENT. 34895 43 631600 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 2 0 2 1 0 1 RI NL 0 0 0 0 0 0 0 0 X 5 4 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 173754 0 11088 DON BROWN TREASURER 2.00 X X 0 0 0 PAUL FREEDMAN DIRECTOR 2.00 X 0 0 0 BILJANA PRESNALL VICE PRESIDENT 40.00 X 107460 0 7776 281214 0 18864 2 0 1 0 0 618667 315157 933824 OTHER INCOME 900099 43 43 43 4514 4514 938381 43 0 4514 X 300078 260828 11524 27726 16272 14114 565 1593 18318 15920 700 1698 184726 159741 24985 9068 4056 4885 127 22573 19618 863 2092 57390 48405 8658 327 25065 21784 958 2323 43987 38229 1681 4077 5395 4689 206 500 CURRENCY EXCHANGE LOSS 78041 78041 PROJECT EQUIPMENT 46880 36521 10359 BANK FEES AND OTHER EXP 14610 1793 12817 TELEPHONE AND INTERNET 8243 5902 2341 830646 631600 158583 40463 172367 223055 580822 827576 7492 6344 1330855 219086 1155756 1111769 2356 4383 1918793 2173127 14328 16937 161792 694836 677034 709164 855763 X 1209629 1317364 1209629 1317364 1918793 2173127 107735 0 X X 0 1 X 1 0 X 1102777 1038947 866908 1088282 933824 5030738 1102777 1038947 866908 1088282 933824 5030738 3384257 1646481 8907 9000 4818 2419 4514 29658 5060396 53366 0.32540 0.36290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 432900 432900 769506 102601 666905 2674 2674 0 125775 113811 11964 1111769 X 860340 0 860340 78041 78041 938381 752605 0 752605 78041 78041 830646 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 2011. PART XI, LINE 4B - OTHER ADJUSTMENTS: CURRENCY EXCHANGE LOSS 78,041. PART XII, LINE 4B - OTHER ADJUSTMENTS: CURRENCY EXCHANGE LOSS 78,041. EUROPE 1 13 PROGRAM SERVICES RESEARCH AND PROJECT IMPLEMENTATION; THE ORGANIZATION STRIVES TO BUILD CAPACITY FOR PUBLIC POLICY RESEARCH IN THE COMMUNITIES IN WHICH IT WORKS. 376000 1 13 0 0 1 13 376000 0 376000 0 0 0 0 0 0 PART I, LINE 3: ACCRUAL BASIS. PART I, LINE 3, COLUMN (F): THE ORGANIZATION HAS ONE OFFICE AND TWO EMPLOYEES IN EUROPE, AND THE TOTAL PERCENTAGE OF EXPENSES IN EUROPE WAS APPROXIMATELY 50% IN 2014. X 0 1 X X X X 0 0 0 0 0 0 0 0 0 AARON PRESNALL PRESIDENT/EX OFFICIO 173754 0 0 0 0 0 8688 0 2400 0 184842 0 0 0 PART I, LINE 1A THE ORGANIZATION PROVIDES AIRFARE FOR ONE TRIP PER YEAR FOR A RELATION OF AN OFFICER WITH BOARD APPROVAL. PART I, LINE 1B WHEREAS THE BOARD IS AWARE OF AND HAS APPROVED THE PROVISION OF AIRFARE FOR ONE TRIP PER YEAR FOR A RELATION OF AN OFFICER, THERE IS NO FORMAL WRITTEN POLICY. A WRITTEN POLICY WILL BE DRAFTED AND APPROVED IN THE FUTURE. 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 11 BEFORE FIIING, 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, 2014, 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 8,789. MANAGEMENT AND GENERAL EXPENSES 23,856. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,645. OTHER: PROGRAM SERVICE EXPENSES 1,760. MANAGEMENT AND GENERAL EXPENSES 1,129. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,889. CONSULTANTS: PROGRAM SERVICE EXPENSES 149,192. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 149,192. 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.