2026-04-11T15:17:07-05:00 2025-06-30 742920819 ATCHLEY & ASSOCIATES LLP 1005 LA POSADA DRIVE AUSTIN TX 78752 990 2024-07-01 270567765 AMERICAN ACTION FORUM INC AMER 2025596420 1747 PENNSYLVANIA AVE NW 5TH FLOO WASHINGTON DC 20006 DOUGLAS HOLTZ-EAKIN PRESIDENT 2025596420 2026-04-11 1 1 RENAE DUNCAN P01257722 5123462086 2026-04-09 2024 2025-03-06 01:10:19Z DOUGLAS HOLTZ-EAKIN 1747 PENNSYLVANIA AVE NW 5TH FLOOR WASHINGTON DC 20006 4436380 0 X WWW.AMERICANACTIONFORUM.ORG X 2009 DE AMERICAN ACTION FORUM IS AN INDEPENDENT, NONPARTISAN POLICY RESEARCH AND EDUCATION INSTITUTION. 9 9 32 9 0 0 3916083 4370315 0 0 59041 65637 0 428 3975124 4436380 0 0 0 0 2545378 2718250 0 0 225673 1203220 1423766 3748598 4142016 226526 294364 2321019 2382396 278914 45927 2042105 2336469 AAF IS DEDICATED TO BROAD PUBLIC EDUCATION ON DOMESTIC AND ECONOMIC ISSUES, USING MODERN COMMUNICATION TOOLS TO ENGAGE THE PUBLIC AND PROPOSE POLICY SOLUTIONS. IT ENGAGES IN POLICY RESEARCH BASED ON DATA AND PROVIDES COMMENTARY ON DOMESTIC ECONOMIC POLICY IDEAS. 0 0 3349179 428 AMERICAN ACTION FORUM (AAF) HAS CORE AREAS OF POLICY RESEARCH IN THE FOLLOWING POLICY ISSUE AREAS: COMPETITION ECONOMICS, ENERGY, FISCAL POLICY, EDUCATION, FINANCIAL SERVICES, HEALTH CARE, IMMIGRATION, INTERNATIONAL ECONOMIC POLICY, TECHNOLOGY AND INNOVATION, HOUSING FINANCE, LABOR MARKETS, REGULATION AND TRADE. AAF'S RESEARCH TEAM, SUPPORTED BY COMMUNICATIONS STAFF, PROVIDES DATA-DRIVEN RESEARCH AND ANALYSIS TO EDUCATE AND ENGAGE POLICYMAKERS, THOUGHT LEADERS, ACADEMICS, MEDIA, AND THE GENERAL PUBLIC. A WIDE VARIETY OF COMMUNICATION STRATEGIES ARE USED TO REACH THESE AUDIENCES EFFECTIVELY AND IN A TIMELY WAY. AAF FOCUSES ITS RESOURCES PRIMARILY ON ECONOMIC RESEARCH. 3349179 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 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 14 0 1 32 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 1 0 0 DC X TOM RYAN 2025596420 1747 PENNSYLVANIA AVE NW 5TH FLOOR WASHINGTON DC 20006 LAUREN MADDOX CHAIRMAN 1.00 X X 0 0 0 JOHN MCKERNAN SECRETARY/TREASURER 1.00 X X 0 0 0 KEVIN BRADY DIRECTOR 1.00 X 0 0 0 NORM COLEMAN DIRECTOR 1.00 X 0 0 0 KEN KIES DIRECTOR 1.00 X 0 0 0 BOBBIE KILBERG DIRECTOR 1.00 X 0 0 0 SUSAN MOLINARI DIRECTOR 1.00 X 0 0 0 STEPHANIE MONROE DIRECTOR 1.00 X 0 0 0 JC WATTS DIRECTOR 1.00 X 0 0 0 SARAH SMITH CHIEF OPERATING OFFICER 40.00 X 186588 0 4754 DOUGLAS HOLTZ-EAKIN PRESIDENT 40.00 X 309333 0 2458 THOMAS DANIEL RYAN CHIEF FINANCIAL OFFICER 40.00 X 174709 0 30402 THOMAS KINGSLEY DIR OF FINANCIAL SERVICES POLICY 40.00 X 119850 0 669 ANGELA KUCK DIRECTOR OF COMMUNICATIONS 40.00 X 164719 0 11972 FREDERICK ASHTON DIR OF COMPETITION POLICY 40.00 X 134774 0 8101 JEFFREY WESTLING DIR OF TECHNOLOGY/INNOVATION POLICY 40.00 X 122469 0 7548 1212442 0 65904 9 0 1 0 AMERICAN ACTION NETWORK 1747 PENNSYLVANIA AVENUE 5TH FLOOR WASHINGTON DC 20006 RENT AND SHARED OFFICE EXPENSES 390280 SIDLEY AUSTIN LLP 1501 K ST NW WASHINGTON DC 20005 TRADE POLICY CONSULTING 362500 HEALTH SYSTEMS INNOVATION NETWORK LLC (H 2601 ARCOLA LANE WAYZATA MN 55391 DATA MODELING SERVICES 247500 ERNST & YOUNG LLP 200 PLAZA DRIVE SECAUCUS NJ 07094 TAX POLICY RESEARCH SERVICES 125000 4 4370315 2000 4370315 65633 65633 4 0 4 4 4 REIMBURSEMENT INCOME 900099 359 359 HONORARIA INCOME 900099 69 69 428 4436380 428 0 65637 X 476398 367031 74024 35343 1953000 1504647 303462 144891 14515 11183 2255 1077 92189 71025 14325 6839 182148 140332 28303 13513 72513 72513 19642 1019 18567 56 790266 784700 5566 18444 17173 347 924 15074 13903 735 436 387906 337883 31420 18603 1624 1249 375 2328 2328 5705 5705 5021 5021 OPERATING EXPENSES 51364 43412 4170 3782 DUES AND SUBSCRIPTIONS 21135 21135 WEBSITE 19676 19676 COMMUNICATIONS 13045 12483 353 209 23 23 4142016 3349179 567164 225673 782348 989397 1442839 1260314 644 0 141 780 362170 321338 5879 40832 89168 91073 2321019 2382396 72664 45927 206250 0 278914 45927 X 2033233 2154323 8872 182146 2042105 2336469 2321019 2382396 294364 0 X 0 1 X 1 0 X 3738149 3307005 4291935 3916083 4370315 19623487 3738149 3307005 4291935 3916083 4370315 19623487 6474680 13148807 2087 3263 28057 59068 65633 158108 428 428 19782023 680000 0.66470 0.68840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4142016 4142016 357101 89275 0 0 319592 344268 337430 357101 1358391 2037587 79898 86067 84358 89275 339598 509397 PART II-A: AAF DOES NOT ENGAGE IN LOBBYING. AS INDICATED IN SCHEDULE C, PART IIA, LINES 1A -1C, AAF SPENT $0 ON LOBBYING EXPENDITURES DURING THE YEAR. THE AMOUNTS IN LINES 1D-G ARE NOT LOBBYING EXPENDITURES, BUT RATHER ARE AMOUNTS NEEDED TO CALCULATE THE MAXIMUM AMOUNT AAF WAS ELIGIBLE TO SPEND ON LOBBYING DURING THE YEAR. 190323 189228 1095 171847 132110 39737 40832 X 4436380 0 4436380 0 4436380 4142016 0 4142016 0 4142016 PART X, LINE 2: THE FORUM HAS ADOPTED FASB ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THAT STANDARD PRESCRIBES A COMPREHENSIVE MODEL FOR HOW AN ORGANIZATION SHOULD MEASURE, RECOGNIZE, PRESENT, AND DISCLOSE IN ITS FINANCIAL STATEMENTS UNCERTAIN TAX POSITIONS THAT AN ORGANIZATION HAS TAKEN OR EXPECTS TO TAKE ON A TAX RETURN. THE FORUM HAS ANALYZED THE TAX POSITIONS TAKEN, AND HAS CONCLUDED THAT AS OF JUNE 30, 2025 AND 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE FORUM'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. THE FORUM IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE FORUM HAD $0 AND $0 IN UNRELATED BUSINESS INCOME TAX FOR THE YEARS ENDED JUNE 30, 2025 AND 2024, RESPECTIVELY. THE TAX RETURNS FOR THE YEARS ENDING JUNE 30, 2022 TO 2025, ARE OPEN TO EXAMINATION BY FEDERAL, LOCAL, AND STATE AUTHORITIES. X X X X 0 0 0 0 0 0 0 0 0 DOUGLAS HOLTZ-EAKIN PRESIDENT 309333 0 0 0 0 0 2400 0 58 0 311791 0 0 0 THOMAS DANIEL RYAN CHIEF FINANCIAL OFFICER 174709 0 0 0 0 0 212 0 30190 0 205111 0 0 0 SARAH SMITH CHIEF OPERATING OFFICER 186588 0 0 0 0 0 3470 0 1284 0 191342 0 0 0 ANGELA KUCK DIRECTOR OF COMMUNICATIONS 164719 0 0 0 0 0 3050 0 8922 0 176691 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM. IT IS THEN REVIEWED BY THE PRESIDENT, COO AND CFO OF THE ORGANIZATION, WITH CONSULTATION WITH ACCOUNTING AND LEGAL PROFESSIONALS AS APPROPRIATE. THEREAFTER, A PENULTIMATE DRAFT IS CIRCULATED TO ALL OF THE MEMBERS OF THE ORGANIZATION'S GOVERNING BODY FOR REVIEW AND COMMENT. THE ORGANIZATION PROVIDES EACH MEMBER OF THE GOVERNING BODY WITH A FINAL VERSION OF THE FORM 990, EXCEPT FOR CONFIDENTIAL PORTIONS (WHICH ARE AVAILABLE FOR MEMBERS OF THE GOVERNING BODY TO REVIEW ON PREMISES). FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ASKS THE BOARD MEMBERS ANNUALLY TO DISCLOSE INTERESTS THAT MAY GIVE RISE TO POTENTIAL CONFLICTS OF INTEREST UNDER THE CONFLICTS OF INTEREST POLICY. IT DOES SO IN CONJUNCTION WITH ASKING FOR INFORMATION ABOUT ARRANGEMENTS THAT MAY NEED TO BE DISCLOSED ON THE FORM 990. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD (OR A COMMITTEE THEREOF) REVIEWS COMPENSATION AT COMPARABLE ORGANIZATIONS TO DETERMINE APPROPRIATE COMPENSATION LEVELS FOR THE PRESIDENT. FOR OTHER EMPLOYEES, THE CHIEF OPERATING OFFICER REVIEWS COMPENSATION FOR SIMILAR WORK AT PEER INSTITUTIONS TO DETERMINE COMPENSATION LEVELS. THE PRESIDENT REVIEWS AND APPROVES ALL STAFF COMPENSATION DECISIONS. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 474,700. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 474,700. POLICY-LEGAL CONSULTING: PROGRAM SERVICE EXPENSES 300,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 300,000. PAYROLL SERVICE FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 5,566. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,566. OUTSIDE RESEARCH: PROGRAM SERVICE EXPENSES 10,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,000.