THOMAS JEFFERSON INSTITUTE FOR THE STUDY OF WORLD POLITICS: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS JEFFERSON INSTITUTE FOR THE STUDY OF WORLD POLITICS (EIN 20-0399302)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-07-31
- IRS object ID
- 201212139349300406
- Schema version
- 2011v1.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-07-31T08:13:21-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540618213 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HANTZMON WIEBEL LLP CPA'S | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 818 E JEFFERSON ST PO BOX 1408 | AddressLine1 |
| City | CHARLOTTESVILLE | City |
| State | VA | State |
| ZIP Code | 22902 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200399302 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS JEFFERSON INSTITUTE FOR | BusinessNameLine1 |
| Business Name Line2 | THE STUDY OF WORLD POLITICS | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | THOM | NameControl |
| Phone | 2025488556 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 N CAROLINA AVE SE | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 200031841 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | AARON PRESNALL | Name |
| Title | PRESIDENT | Title |
| Phone | 2025488556 | Phone |
| Date Signed | 2012-07-27 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALFRED L LAYNE JR | Name |
| PTIN | P00320179 | PTIN |
| Phone | 4342962156 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | AARON PRESNALL | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 N CAROLINA AVE SE | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 200031841 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1061824 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.JEFFERSONINST.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2003 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 5 | NbrIndependentVotingMembers |
| Total Nbr Employees | 6 | TotalNbrEmployees |
| Total Nbr Volunteers | 5 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1102777 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1038947 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 5024 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 13877 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 8907 | InvestmentIncomePriorYear |
| Investment Income Current Year | 9000 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1116708 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1061824 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 700 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1400 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 333588 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 497560 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 21364 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 634028 | OtherExpensePriorYear |
| Other Expenses Current Year | 608730 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 968316 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1107690 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 148392 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -45866 | RevenuesLessExpensesCY |
| Total Assets BOY | 1242098 | TotalAssetsBOY |
| Total Assets EOY | 2031654 | TotalAssetsEOY |
| Total Liabilities BOY | 92250 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 927672 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1149848 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1103982 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 503797 | Expense |
| Description | DISTANCE LEARNING: AS EDUCATIONAL SYSTEMS INCREASINGLY GO ON-LINE, THE ABILITY TO PARTICIPATE IN AND PRODUCE ON-LINE EDUCATION BECOMES A CRITICAL ELEMENT IN REINFORCING LEGAL AND ETHICAL NORMS, FORCING INTEROPERABILITY, AND ENHANCING REGIONAL INTEGRATION. THIS PROJECT SUPPORTED THE BUILDING OF DISTANCE LEARNING CAPACITY FOR THE SERBIA MINISTRY OF DEFENSE AT THE REQUEST OF AND IN CLOSE COOPERATION WITH THE MILITARY ACADEMY. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 165096 | Expense |
| Description | PATCHWORK NATION: PATCHWORK NATION IS A PUBLIC INTEREST JOURNALISM PROJECT TO DELIVER NATIONAL DATA WITH LOCAL CONTEXT WHILE REMAINING VISUALLY INTUITIVE FOR THE READER. THE EMBEDDABLE INTERACTIVE MAP HELPS BREAK DOWN NATIONAL DATA TO ANALYZE HOW IT IMPACTS COMMUNITIES. WE PUT DATA IN THE HANDS OF THE USER, ALLOWING HIM OR HER TO COMPARE DIFFERENT DATA SETS AND EXPLORE NATIONAL DATA COUNTRY-BY-COUNTRY. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 236290 | Expense |
| Description | HDIM: THE OSCE HUMAN DIMENSION IMPLEMENTATION MEETING (HDIM) IS A RARE SPACE IN INTERNATIONAL RELATIONS WHERE CIVIL SOCIETY CAN STAND TOGETHER AS EQUALS WITH STATE REPRESENTATIVES. OUR GOAL IS TO HELP CIVIC PARTICIPANTS MAKE THE MOST OF THIS EXCITING OPPORTUNITY. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 83677 | Expense |
| Grants | 1400 | Grants |
| Revenue | 13877 | Revenue |
| Description | THE ORGANIZATION CONDUCTS NUMEROUS ADDITIONAL PROJECTS IN FURTHERANCE OF ITS MISSION STATEMENT. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 83677 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 1400 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 13877 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 988860 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 7 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 6 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | RI | NameOfForeignCountry |
| Name Of Foreign Country | NL | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 5 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2025488556 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 N CAROLINA AVE SE | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 200031841 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (7 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| PAUL SHOUP | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| VASIL HUDAK | ||||||
| CHAIR | 2.00 | X | 0 | 0 | 0 | X |
| SONJA LICHT | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| AARON PRESNALL | ||||||
| PRESIDENT/EX OFFICIO | 40.00 | X | 155000 | 0 | 10148 | X |
| DON BROWN | ||||||
| TREASURER | 2.00 | X | 0 | 0 | 0 | X |
| PAUL FREEDMAN | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| BILJANA PRESNALL | ||||||
| DIRECTOR OF FINANCE | 40.00 | 93040 | 0 | 7051 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 248040 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 17199 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Government Grants | 714874 | GovernmentGrants |
| All Other Contributions | 324073 | AllOtherContributions |
| Total Contributions | 1038947 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 13877 | TotalRevenueColumn |
| Related Or Exempt Function Income | 13877 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 13877 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9000 | TotalRevenueColumn |
| Exclusion | $9,000 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1061824 | TotalRevenueColumn |
| Related Or Exempt Function Income | 13877 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $9,000 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1400 | Total |
| Program Services | 1400 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 265239 | Total |
| Program Services | 220449 | ProgramServices |
| Management And General | 28275 | ManagementAndGeneral |
| Fundraising | 16515 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 163448 | Total |
| Program Services | 163448 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38835 | Total |
| Program Services | 37942 | ProgramServices |
| Management And General | 893 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30038 | Total |
| Program Services | 26983 | ProgramServices |
| Management And General | 1924 | ManagementAndGeneral |
| Fundraising | 1131 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11332 | Total |
| Program Services | 1300 | ProgramServices |
| Management And General | 10032 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26750 | Total |
| Program Services | 3750 | ProgramServices |
| Management And General | 23000 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5984 | Total |
| Program Services | 3144 | ProgramServices |
| Management And General | 2840 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10868 | Total |
| Program Services | 4819 | ProgramServices |
| Management And General | 5993 | ManagementAndGeneral |
| Fundraising | 56 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49887 | Total |
| Program Services | 44812 | ProgramServices |
| Management And General | 3195 | ManagementAndGeneral |
| Fundraising | 1880 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 188745 | Total |
| Program Services | 179477 | ProgramServices |
| Management And General | 9268 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13856 | Total |
| Program Services | 12447 | ProgramServices |
| Management And General | 888 | ManagementAndGeneral |
| Fundraising | 521 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33473 | Total |
| Program Services | 30068 | ProgramServices |
| Management And General | 2144 | ManagementAndGeneral |
| Fundraising | 1261 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| CONSULTANTS | 165096 | 165096 | |
| PROJECT EQUIPMENT | 80614 | 77405 | 3209 |
| PRINTING/GRAPHIC DESIGN | 8464 | 8464 | |
| TELEPHONE AND INTERNET | 7763 | 4883 | 2880 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5898 | Total |
| Program Services | 2973 | ProgramServices |
| Management And General | 2925 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1107690 | Total |
| Program Services | 988860 | ProgramServices |
| Management And General | 97466 | ManagementAndGeneral |
| Fundraising | 21364 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 542118 | BOY |
| EOY | 168943 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 463896 | BOY |
| EOY | 594790 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 149416 | BOY |
| EOY | 3000 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1377633 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 121712 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 77794 | BOY |
| EOY | 1255921 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8874 | BOY |
| EOY | 9000 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1242098 | BOY |
| EOY | 2031654 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27159 | BOY |
| EOY | 14141 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65091 | BOY |
| EOY | 18073 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 895458 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 92250 | BOY |
| EOY | 927672 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1149848 | BOY |
| EOY | 1103982 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1149848 | BOY |
| EOY | 1103982 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1242098 | BOY |
| EOY | 2031654 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -45866 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1318306 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1689583 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1393606 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1102777 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1038947 | CurrentTaxYear |
| Total | 6543219 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1318306 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1689583 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1393606 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1102777 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1038947 | CurrentTaxYear |
| Total | 6543219 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 866875 | AmountsSubstContributorsTotal |
| Public Support Total170 | 5676344 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9178 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9193 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5100 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8907 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9000 | CurrentTaxYear |
| Total | 41378 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 6584597 | TotalSupport |
| Gross Receipts From Admissions Etc | 29598 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.86210 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.85430 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 432900 | OtherCostOrOtherBasis |
| Book Value | 432900 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 769506 | OtherCostOrOtherBasis |
| Depreciation | 10260 | Depreciation |
| Book Value | 759246 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 18480 | OtherCostOrOtherBasis |
| Depreciation | 10736 | Depreciation |
| Book Value | 7744 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 156747 | OtherCostOrOtherBasis |
| Depreciation | 100716 | Depreciation |
| Book Value | 56031 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1255921 | TotalOfBookValueLandBuildings |
| Total Revenue | 1061824 | TotalRevenue |
| Total Expenses | 1107690 | TotalExpenses |
| Excess Or Deficit For Year | -45866 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | -45866 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1061824 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 1061824 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1061824 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1107690 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1107690 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1107690 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | 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 2008. . | Explanation |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE | Region |
| Number Of Offices | 1 | NumberOfOffices |
| Number Of Employees | 3 | NumberOfEmployees |
| Type Of Activities Conducted | PROGRAM SERVICESTHE ORGANIZATION IS NOT A GRANTMAKER | TypeOfActivitiesConducted |
| Specific Services Provided | RESEARCH AND PROJECT IMPLEMENTATION; THE ORGANIZATION STRIVES TO BUILD CAPACITY FOR PUBLIC POLICY RESEARCH IN THE COMMUNITIES IN WHICH IT WORKS. | SpecificServicesProvided |
| Total Expenditures | 664614 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 1 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 3 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 1 | TotalNumberOfOffices |
| Total Number Of Employees | 3 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 664614 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 664614 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| METHOD USED TO ACCCOUNT FOR EXPENDITURES: | SCHEDULE F, PART I, LINE 3: ACCRUAL BASIS. |
| THE ORGANIZATION HAS ONE OFFICE AND THREE EMPLOYEES IN EUROPE, AND THE TOTAL PERCENTAGE OF EXPENSES IN EUROPE IS 60%. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Payments For Use Of Residence | X | PaymentsForUseOfResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | AARON PRESNALL | NamePerson |
| Base Compensation Filing Org | 155000 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 7748 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 2400 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 165148 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | THE ORGANIZATION PAID $24,000 TO THE PRESIDENT IN 2011 FOR RENTAL OF OFFICE SPACE IN HIS RESIDENCE IN WASHINGTON, DC, PURSUANT TO A BOARD-APPROVED LEASE AGREEMENT BETWEEN THE PRESIDENT AND THE ORGANIZATION. |
| PART I, LINE 3 | THE BOARD APPROVES THE OFFICERS' COMPENSATION ANNUALLY. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | AARON PRESNALL | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | CURRENT OFFICER -- AARON PRESNALL IS PRESIDENT OF THE INSTITUTE. | Relationship |
| Amount Of Transaction | 24000 | AmountOfTransaction |
| Description Of Transaction | RENT -- THE ORGANIZATION RENTED OFFICE SPACE IN THE PRESIDENT'S RESIDENCE IN WASHINGTON, DC, PURSUANT TO A BOARD-APPROVED LEASE AGREEMENT. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | THE PRESIDENT, AARON PRESNALL, IS MARRIED TO BILJANA PRESNALL, THE DIRECTOR OF FINANCE. | |
| 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, 2011, 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 A PROUD "APPROVED SEAL HOLDER" FOR GOLDSTAR EXCHANGE "PARTNERS IN TRUST". | |
| 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. | AUDIT OVERSIGHT |