2013-06-25T12:17:30-05:00 2012-12-31 540618213 HANTZMON WIEBEL LLP CPA'S 818 E JEFFERSON ST PO BOX 1408 CHARLOTTESVILLE VA 22902 990 2012-01-01 200399302 THOMAS JEFFERSON INSTITUTE FOR THE STUDY OF WORLD POLITICS THOM 2025488556 160 N CAROLINA AVE SE WASHINGTON DC 200031841 AARON PRESNALL 2025488556 2013-06-24 1 ALFRED L LAYNE JR P00320179 4342962156 2012 2016-02-25 16:41:14Z AARON PRESNALL 160 N CAROLINA AVE SE WASHINGTON DC 200031841 893295 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 5 4 0 0 1038947 866908 13877 21569 9000 4818 0 0 1061824 893295 1400 0 0 0 497560 486634 0 0 13293 608730 519457 1107690 1006091 -45866 -112796 2031654 2012236 927672 1021050 1103982 991186 X 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. 0 0 283391 ADVANCED DISTANCE LEARNING: THIS PROJECT PROVIDES A FOUNDATION OF DISTANCE LEARNING CAPABILITIES TO THE MILITARY ACADEMY OF SERBIA, SIGNIFICANTLY EXPANDING ACCESS TO THE WEALTH OF NATO PFP PARTNER INTERNET-BASED ACADEMIC EDUCATION TOOLS FOR STUDENTS AND FACULTY TO USE IN SUPPORT OF THEIR EDUCATION MISSION. 123437 MACON ARCHIVE DIGITIZATION: THIS PROJECT PARTNERS THE ORGANIZATION WITH LOCAL, STATE, AND FEDERAL ACTORS TO DIGITIZE AND EXHIBIT SPECIAL COLLECTIONS FROM THE MACON AND MIDDLE GEORGIA ARCHIVES. THE PROJECT WILL DELIVER AN OPEN SOURCE DIGITIZATION WORKFLOW MANAGEMENT SOFTWARE SOLUTION AND A CASE STUDY OF THE MACON EXPERIENCE. 198169 CIVIL SOCIETY COALITION BUILDING: THIS PROJECT FOSTERS SOLIDARITY AMONG CIVIL SOCIETY ACTIVISTS IN CHALLENGING COUNTRIES AND BUILDS A NETWORK TO SHARE AND DOCUMENT BEST PRACTICES FOR ADVOCACY THROUGH AS MANY AS SIX WORKSHOPS IN SIX DIFFERENT REGIONS. EACH WORKSHOP IS ASSOCIATED WITH A MAJOR INTERNATIONAL EVENT. 295733 0 21569 THE ORGANIZATION CONDUCTS NUMEROUS ADDITIONAL PROJECTS IN FURTHERANCE OF ITS MISSION STATEMENT. 295733 21569 900730 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 1 0 1 5 1 0 1 RI NL 0 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 PAUL SHOUP 2.00 X 0 0 0 SONJA LICHT 2.00 X 0 0 0 AARON PRESNALL 40.00 X X 157500 0 8960 DON BROWN 2.00 X X 0 0 0 PAUL FREEDMAN 2.00 X 0 0 0 VASIL HUDAK 2.00 X X 0 0 0 BILJANA PRESNALL 40.00 X 94920 0 6360 252420 0 15320 1 0 1 0 0 503466 363442 866908 OTHER INCOME 900099 21569 21569 21569 4818 4818 893295 21569 0 4818 267740 239161 20256 8323 164659 164659 1530 1530 22499 21718 781 30206 28261 1375 570 28472 10552 17920 2637 2572 65 7941 3837 4078 26 25194 23572 1147 475 145674 138414 5174 2086 45094 42190 2053 851 49439 46256 2250 933 2564 1532 1003 29 CONSULTANTS 142320 128591 13729 PROJECT EQUIPMENT 38056 34127 3929 BANK FEES AND OTHER EXP 11483 2545 8938 TELEPHONE AND INTERNET 7405 4720 2685 13178 6493 6685 1006091 900730 92068 13293 168943 44817 594790 741163 3000 18000 1330855 127302 1255921 1203553 9000 4703 2031654 2012236 14141 20593 18073 123500 895458 876957 927672 1021050 X 1103982 991186 1103982 991186 2031654 2012236 -112796 0 X X 0 1 X 1 0 X 1689583 1393606 1102777 1038947 866908 6091821 1689583 1393606 1102777 1038947 866908 6091821 3796040 2295781 9193 5100 8907 9000 4818 37018 6128839 46603 0.37460 0.86210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 432900 432900 769506 41040 728466 2674 1649 1025 125775 84613 41162 1203553 X 893295 0 893295 0 893295 1006091 0 1006091 0 1006091 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 ARE 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 2009. EUROPE 1 10 PROGRAM SERVICESTHE ORGANIZATION IS NOT A GRANTMAKER RESEARCH AND PROJECT IMPLEMENTATION; THE ORGANIZATION STRIVES TO BUILD CAPACITY FOR PUBLIC POLICY RESEARCH IN THE COMMUNITIES IN WHICH IT WORKS. 453000 1 10 0 0 1 10 453000 0 453000 0 0 0 0 0 0 METHOD USED TO ACCCOUNT FOR EXPENDITURES: SCHEDULE F, PART I, LINE 3: ACCRUAL BASIS. THE ORGANIZATION HAS ONE OFFICE AND TWO EMPLOYEES IN EUROPE, AND THE TOTAL PERCENTAGE OF EXPENSES IN EUROPE WAS APPROXIMATELY 45% IN 2012. X X X X 0 0 0 0 0 0 0 0 0 AARON PRESNALL 157500 0 0 0 0 0 6560 0 2400 0 166460 0 0 0 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 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 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, 2012, 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 SEAL" FOR COMMITMENT TO TRANSPARENCY. AUDIT OVERSIGHT 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.