2012-07-31T08:13:21-05:00 2011-12-31 540618213 HANTZMON WIEBEL LLP CPA'S 818 E JEFFERSON ST PO BOX 1408 CHARLOTTESVILLE VA 22902 990 2011-01-01 200399302 THOMAS JEFFERSON INSTITUTE FOR THE STUDY OF WORLD POLITICS THOM 2025488556 160 N CAROLINA AVE SE WASHINGTON DC 200031841 AARON PRESNALL 2025488556 2012-07-27 1 ALFRED L LAYNE JR P00320179 4342962156 2011 2016-02-24 21:20:13Z AARON PRESNALL 160 N CAROLINA AVE SE WASHINGTON DC 200031841 1061824 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. 6 5 6 5 0 0 1102777 1038947 5024 13877 8907 9000 0 0 1116708 1061824 700 1400 0 0 333588 497560 0 0 21364 634028 608730 968316 1107690 148392 -45866 1242098 2031654 92250 927672 1149848 1103982 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 503797 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. 165096 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. 236290 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. 83677 1400 13877 THE ORGANIZATION CONDUCTS NUMEROUS ADDITIONAL PROJECTS IN FURTHERANCE OF ITS MISSION STATEMENT. 83677 1400 13877 988860 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 1 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 6 1 0 1 RI NL 0 0 0 0 0 0 0 0 0 X 6 5 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 VASIL HUDAK 2.00 X X 0 0 0 SONJA LICHT 2.00 X 0 0 0 AARON PRESNALL 40.00 X X 155000 0 10148 DON BROWN 2.00 X X 0 0 0 PAUL FREEDMAN 2.00 X 0 0 0 BILJANA PRESNALL 40.00 X 93040 0 7051 248040 0 17199 1 0 1 0 0 714874 324073 1038947 OTHER INCOME 900099 13877 13877 13877 9000 9000 1061824 13877 0 9000 1400 1400 265239 220449 28275 16515 163448 163448 38835 37942 893 30038 26983 1924 1131 11332 1300 10032 26750 3750 23000 5984 3144 2840 10868 4819 5993 56 49887 44812 3195 1880 188745 179477 9268 13856 12447 888 521 33473 30068 2144 1261 CONSULTANTS 165096 165096 PROJECT EQUIPMENT 80614 77405 3209 PRINTING/GRAPHIC DESIGN 8464 8464 TELEPHONE AND INTERNET 7763 4883 2880 5898 2973 2925 1107690 988860 97466 21364 542118 168943 463896 594790 149416 3000 1377633 121712 77794 1255921 8874 9000 1242098 2031654 27159 14141 65091 18073 895458 92250 927672 X 1149848 1103982 1149848 1103982 1242098 2031654 -45866 0 X X 0 1 1 X 0 X 1318306 1689583 1393606 1102777 1038947 6543219 1318306 1689583 1393606 1102777 1038947 6543219 866875 5676344 9178 9193 5100 8907 9000 41378 6584597 29598 0.86210 0.85430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 432900 432900 769506 10260 759246 18480 10736 7744 156747 100716 56031 0 1255921 1061824 1107690 -45866 -45866 1061824 0 1061824 0 1061824 1107690 0 1107690 0 1107690 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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. . EUROPE 1 3 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. 664614 1 3 0 0 1 3 664614 0 664614 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 THREE EMPLOYEES IN EUROPE, AND THE TOTAL PERCENTAGE OF EXPENSES IN EUROPE IS 60%. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 AARON PRESNALL 155000 0 0 0 0 0 7748 0 2400 0 165148 0 0 0 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. AARON PRESNALL CURRENT OFFICER -- AARON PRESNALL IS PRESIDENT OF THE INSTITUTE. 24000 RENT -- THE ORGANIZATION RENTED OFFICE SPACE IN THE PRESIDENT'S RESIDENCE IN WASHINGTON, DC, PURSUANT TO A BOARD-APPROVED LEASE AGREEMENT. 0 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". 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.