2024-10-16T07:49:49-05:00 2023-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2023-01-01 263477125 R STREET INSTITUTE RSTR 2025255717 1411 K STREET NW 900 WASHINGTON DC 20005 ELIAS ROTHENBERG-LEHRER PRESIDENT 2025255717 2024-10-16 1 0 ELIZABETH W HELLER P00397829 3019519090 2023 2024-10-15 13:58:12Z ELIAS ROTHENBERG-LEHRER 1411 K STREET NW 900 WASHINGTON DC 20005 11048315 0 X WWW.RSTREET.ORG X 2008 DC SEE PART III, LINE 1. 10 10 87 11 0 0 13315801 10987175 0 0 189 1581 64604 59559 13380594 11048315 246878 164938 0 0 9799406 11190306 0 0 363014 2884506 2869582 12930790 14224826 449804 -3176511 10132891 8145696 784109 1973425 9348782 6172271 X THE R STREET INSTITUTE IS A NONPROFIT, NONPARTISAN, PUBLIC-POLICY RESEARCH ORGANIZATION ("THINK TANK"). OUR MISSION IS TO ENGAGE IN POLICY RESEARCH AND OUTREACH TO PROMOTE FREE MARKETS AND LIMITED, EFFECTIVE GOVERNMENT. (CONTINUED ON SCHEDULE O) 0 0 2090218 1111 CRIMINAL JUSTICE & CIVIL LIBERTIES:R STREET'S CRIMINAL JUSTICE AND CIVIL LIBERTIES POLICY PROGRAM WORKS ACROSS THE IDEOLOGICAL SPECTRUM ON PUBLIC POLICY IMPACTING ALMOST EVERY STAGE OF THE CRIMINAL JUSTICE SYSTEM: INCARCERATION, JUVENILE JUSTICE, POLICING, PRETRIAL, BAIL REFORM, REENTRY AND SENTENCING. OUR REFORMS ARE GROUNDED IN ENSURING PUBLIC SAFETY, DUE PROCESS, FISCAL RESPONSIBILITY AND INDIVIDUAL LIBERTY. 1808318 69631 GOVERNANCE:R STREET'S GOVERNANCE PROGRAM AIMS TO ASSESS AND IMPROVE AMERICA'S SYSTEM OF SELF-GOVERNANCE, WITH A FOCUS ON CONGRESS AND OUR ELECTORAL SYSTEM. THIS YEAR, THE GOVERNANCE TEAM'S WORK FOCUSED ON CONTINUED EFFORTS TO MODERNIZE THE LEGISLATIVE BRANCH, BROAD COALITION WORK AROUND IMPROVING OUR ELECTORAL SYSTEM AND DEFENDING ELECTION OFFICIALS AND VOTERS FROM VIOLENCE, REDUCING RAMPANT OVERSPENDING ON CAPITOL HILL, AND EDUCATING LAWMAKERS, STAFF, AND THE PUBLIC ABOUT THEIR POWERS IN CONGRESS THROUGH WRITTEN WORK, BRIEFINGS AND PODCASTS LIKEPOLITICS IN QUESTION. 1806689 1053 TECHNOLOGY & INNOVATION:R STREET'S TECHNOLOGY AND INNOVATION POLICY PROGRAM SUPPORTS AMERICAN INNOVATION AND PUSHES BACK AGAINST REGULATORY IMPEDIMENTS TO ECONOMIC PROGRESS, INDIVIDUAL LIBERTY, AND FREE SPEECH. THE TEAM'S WORK THIS YEAR INCLUDED DEFENDING AGAINST MISGUIDED ANTITRUST LAWS IN CONGRESS, THWARTING ATTACKS ON CONTENT MODERATION AND SECTION 230 - FROM BOTH POLITICAL PARTIES - AS WELL AS OUTLINING THE FUTURE OF ARTIFICIAL INTELLIGENCE, BROADBAND DEPLOYMENT AND INTERNET GOVERNANCE IN THE UNITED STATES. 1714030 13770 HARM REDUCTION:R STREET'S HARM REDUCTION PROGRAM IS GROUNDED IN AN UNDERSTANDING THAT "ABSTINENCE ONLY" APPROACHES TO RISKY BEHAVIOR ARE INEFFECTIVE. WITH THIS IN MIND, RSI FOCUSES ON HARM-REDUCTION APPROACHES THAT RECOGNIZE THAT HARMFUL BEHAVIORS MAY CONTINUE TO HAPPEN EVEN AS POLICIES ARE ENACTED TO HELP MITIGATEIF NOT ELIMINATETHOSE HARMS. THE PROGRAM CONNECTS THE DOTS BETWEEN HISTORICALLY SILOED ISSUES SUCH AS: TOBACCO, CANNABIS, AND ILLICIT DRUG USE. 1699768 77570 ENERGY AND ENVIRONMENT:R STREET'S ENERGY AND ENVIRONMENT TEAM SEEKS A CLEANER ENVIRONMENT THROUGH A COMBINATION OF A THRIVING ECONOMY, WELL-FOUNDED SCIENCE, AND PRINCIPLES OF MARKET COMPETITION AND LIMITED GOVERNMENT. OUR EXPERTS HAVE DEEP EXPERTISE IN CLIMATE AND EVIRONMENTAL POLICY, AS WELL AS ELECTRICITY POLICY. 1070266 632 COMPETITION POLICY:R STREET'S COMPETITION POLICY PROGRAM ADDRESSES GOVERNMENT BARRIERS THAT HURT BUSINESSES AND PEOPLE. WE SUPPORT MARKET-ORIENTED POLICY SOLUTIONS THAT ENHANCE FREE ENTERPRISE, CONSUMER CHOICE AND PUBLIC WELL-BEING. THE TEAM FOCUSES PRIMARILY ON OCCUPATIONAL LICENSING, ALCOHOL POLICY, HEALTH CARE DISINTERMEDIATION, TELEHEALTH POLICY, ANTI-POVERTY PROGRAMMING AND REGULATORY REFORM. 1022627 593 CYBERSECURITY & EMERGING THREATS:R STREET'S CYBERSECURITY AND EMERGING THREATS TEAM WORKS ON DATA SECURITY AND DATA PRIVACY AT THE FEDERAL AND STATE LEVELS, EMERGING CYBER AND NATIONAL SECURITY THREATS, CYBER IMPACTS ON THE PRIVATE SECTOR, AND WORKFORCE DIVERSITY IN CYBERSECURITY, AMONG OTHER PRESSING PUBLIC POLICY CONCERNS. 991270 578 FINANCE, INSURANCE AND TRADE:R STREET'S INSURANCE POLICY PROGRAM EXPLORES EFFICIENT AND EFFECTIVE MARKET-BASED APPROACHES TO PUBLIC POLICY QUESTIONS THAT INVOLVE THE TRANSFER OF RISK. AMONG ITS PRIORITIES ARE RISK-BASED INSURANCE REGULATION, ENDING ENVIRONMENTALLY DESTRUCTIVE TAXPAYER SUBSIDIES THROUGH THE NATIONAL FLOOD INSURANCE PROGRAM AND THE FEDERAL CROP INSURANCE CORP. AND EXPLORING THE BENEFITS OF MITIGATION THROUGH PROGRAMS LIKE THE RESTORE ACT AND THE COASTAL BARRIER RESOURCES SYSTEM. 77946 LOBBYING 6575907 93143 12281132 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 31 0 1 87 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AR CA FL GA HI MA MI MN MS NJ NM NY NC OR PA SC UT VA X X HAMMAD KAMAL 2025255717 1411 K STREET NW SUITE 900 WASHINGTON DC 20005 SUSANNA DOKUPIL BOARD CHAIRWOMAN 0.50 X X 0 0 0 ROBERT WATKINS BOARD MEMBER 0.50 X 0 0 0 STEPHEN WEINSTEIN BOARD MEMBER 0.50 X 0 0 0 RYAN CALO BOARD MEMBER 0.50 X 0 0 0 PABLO CARRILLO BOARD MEMBER 0.50 X 0 0 0 MARLA DEAN BOARD MEMBER 0.50 X 0 0 0 JOHN GRAHAM BOARD MEMBER 0.50 X 0 0 0 ELIZABETH FRAZEE BOARD MEMBER 0.50 X 0 0 0 KATIE HARBATH BOARD MEMBER (FROM 06/23) 0.50 X 0 0 0 SIMONE SYED BOARD MEMBER (FROM 06/23) 0.50 X 0 0 0 ARTUR DAVIS BOARD MEMBER (UNTIL 06/23) 0.50 X 0 0 0 ELIAS ROTHENBERG-LEHRER PRESIDENT 40.00 X 309712 0 31677 ERICA SCHODER EXECUTIVE DIRECTOR 40.00 X 267019 0 18603 SABRINA SCHAEFFER VP. PUBLIC AFFAIRS 40.00 X 207270 0 6100 MAZEN SALEH DIR. HARM REDUCTION 40.00 X 206316 0 19679 DEVIN HARTMAN DIR. ENERGY & ENVIRONMENT 40.00 X 201822 0 8692 JILLIAN SNIDER DIR.CJ & CIVIL LIBERTIES 40.00 X 199294 0 8485 WAYNE BROUGH DIR. TECHNOLOGY & INNOVATION 40.00 X 198650 0 4692 1590083 0 97928 44 0 1 0 FIONTA INC PO BOX 66794 WASHINGTON DC 20035 CRM CONSULTING 110000 1 10987175 10987175 1581 1581 MISCELLANEOUS 900099 44313 44313 CREDIT CARD REWARDS 900099 15246 15246 59559 11048315 0 0 61140 164938 164938 627011 290181 319761 17069 8817849 8046130 502553 269166 285843 256042 20847 8954 744881 506275 220907 17699 714722 619452 74145 21125 49959 32815 16057 1087 72208 47429 23208 1571 784356 704599 74704 5053 3514 3478 34 2 126801 91503 32139 3159 56768 44456 11532 780 397168 222488 167314 7366 527375 479215 43321 4839 518245 493943 22418 1884 8615 3185 5325 105 46224 30362 14857 1005 BOOKS & SUBSCRIPTIONS 218215 197640 19258 1317 PAYROLL FEES 25023 16436 8043 544 DUES 21664 21261 377 26 REGISTRATION FEES 7939 5686 2110 143 5508 3618 1770 120 14224826 12281132 1580680 363014 5199142 2688593 1332417 1333727 3042132 2313958 185281 157940 119092 3766 7705 115326 366214 1536152 10132891 8145696 402368 400344 381741 1573081 784109 1973425 X 5474787 3493116 3873995 2679155 9348782 6172271 10132891 8145696 -3176511 0 X 0 1 X 1 0 X 8721568 12649014 12044306 13315801 10987175 57717864 8721568 12649014 12044306 13315801 10987175 57717864 17695255 40022609 1589 322 133 189 1581 3814 42708 25183 34453 64604 59559 226507 57948185 0.69070 0.67300 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 77946 77946 14146880 14224826 861241 215310 0 0 640811 676453 796540 861241 2975045 4462568 16013 25756 35392 77946 155107 160203 169113 199135 215310 743761 1115642 116735 3648 113087 2357 118 2239 115326 SECURITY DEPOSIT 21517 RIGHT OF USE ASSET 1514635 1536152 OPERATING LEASE LIABILITY 1573081 1573081 11048315 0 11048315 0 11048315 14224826 0 14224826 0 14224826 1 SNF AGORA INSTITUTE JOHN HOPKINS UNIVERSITY 3100 WYMAN PARK DRIVE BALTIMORE MD 21211 520595110 501(C)(3) 48000 0 TO COLLABORATE ON THE GOVERNANCE POLICY PROGRAM IN AN EFFORT TO EXPLORE THE OUTLINES OF CONSERVATIVE PRO-DEMOCRACY MOVEMENT FLORIDA TAXWATCH INC 106 NORTH BRONOUGH STREET TALLAHASSEE FL 32301 591918055 501(C)(3) 37500 0 CLIMATE CHANGE MITIGATION AND ADAPTION POLICY VISION THAT RESONATES IN FLORIDA AMERICAN CONSERVATION COALITION PO BOX 391 APPLETON WI 54912 823815628 501(C)(3) 37500 0 CLIMATE CHANGE MITIGATION AND ADAPTION POLICY VISION THAT RESONATES IN FLORIDA NCSL FOUNDATION 7700 EAST 1ST PLACE DENVER CO 80230 742232576 501(C)(3) 10000 0 PRE-CONFERENCE SPONSORSHIP TALENT MARKET LLC 1367 CONNECTICUT AVE NW STE 200 WASHINGTON DC 20036 521928321 501(C)(3) 10000 0 TO COLLABORATE WITH THE OPERATIONS TEAM IN THE RECRUITING EFFORTS THE INFLUENCE FOUNDATION LLC 143 SHARON MEADOWS SOUTH ROYALTON VT 05068 822925236 501(C)(3) 10000 0 TO COLLABORATE ON A HARM REDUCTION POLICY PROGRAM TO DEVELOP AND PUBLISH REPORTS PERTAINING TO VARIOUS TOPICS ON HARM REDUCTION CARDINAL INSTITUTE 1632 QUARRIER ST CHARLESTON WV 25311 471932521 501(C)(3) 9250 0 TO PRODUCE RESEARCH AND ORIGINAL CONTENT AND TO PARTICIPATE IN POPULAR MEDIA, TO BRING IDEAS OF ELECTORAL REFORM TO A BROAD, BIPARTISAN AUDIENCE TO INCREASE INTEREST IN REFORM ON THE POLITICAL RIGHT 7 0 PART I, LINE 2: SUBGRANTS ARE MONITORED BY THE PROGRAM STAFF AND, DEPENDING ON THE REQUIREMENTS IN EACH SUBGRANT AGREEMENT, FINAL AND/OR INTERIM NARRATIVE AND FINANCIAL REPORTS ARE SUBMITTED BY SUBGRANTEE. THESE REPORTS ARE REVIEWED AND APPROVED BY THE PROGRAM STAFF AND BY THE FINANCE DIRECTOR. AT A MINIMUM, ALL SUBGRANTS REQUIRE A FINAL NARRATIVE REPORT. X 1 1 X X X X 0 0 0 0 0 0 0 1 0 ELIAS ROTHENBERG-LEHRER PRESIDENT 309712 0 0 0 0 0 12238 0 19439 0 341389 0 0 0 ERICA SCHODER EXECUTIVE DIRECTOR 267019 0 0 0 0 0 9185 0 9418 0 285622 0 0 0 MAZEN SALEH DIR. HARM REDUCTION 200761 0 5555 0 0 0 8327 0 11352 0 225995 0 0 0 SABRINA SCHAEFFER VP. PUBLIC AFFAIRS 202336 0 4934 0 0 0 0 0 6100 0 213370 0 0 0 DEVIN HARTMAN DIR. ENERGY & ENVIRONMENT 198767 0 3055 0 0 0 8179 0 513 0 210514 0 0 0 JILLIAN SNIDER DIR.CJ & CIVIL LIBERTIES 196739 0 2555 0 0 0 7972 0 513 0 207779 0 0 0 WAYNE BROUGH DIR. TECHNOLOGY & INNOVATION 196095 0 2555 0 0 0 4179 0 513 0 203342 0 0 0 PART I, LINE 1A AS PART OF THE WELLNESS BENEFITS OFFERED TO FULL TIME STAFF, THE COMPANY REIMBURSES HEALTH CLUB DUES UP TO A CERTAIN AMOUNT PER YEAR. PART I, LINE 7 BASED ON MERIT OF PERFORMANCE, THE FOLLOWING EMPLOYEES RECEIVED BONUS PAYMENTS: - SABRINA SCHAEFFER $4,934 - DEVIN HARTMAN $3,055 - MAZEN SALEH $5,555 - JILLIAN SNIDER $2,555 - WAYNE BROUGH $2,555 FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: WE WORK EXTENSIVELY ON BOTH STATE AND NATIONAL POLICY, FOCUSING ON ISSUES THAT OTHER GROUPS TEND TO NEGLECT. OUR SPECIALTY IS TACKLING ISSUES THAT ARE COMPLEX, BUT DON'T NECESSARILY GRAB MAJOR HEADLINES. THESE ARE THE AREAS WHERE WE THINK WE CAN HAVE A REAL IMPACT. WE BELIEVE FREE MARKETS WORK BETTER THAN THE ALTERNATIVES. AT THE SAME TIME, WE RECOGNIZE THE LEGISLATIVE PROCESS CALLS FOR PRACTICAL RESPONSES TO CURRENT PROBLEMS. TOWARD THAT END, OUR MOTTO IS "FREE MARKETS. REAL SOLUTIONS." WE ALSO DIFFER FROM OTHER GROUPS ON THE POLITICAL RIGHT IN OUR DEDICATION TO BUILDING BROAD COALITIONS, WORKING WITH A WIDE ARRAY OF GROUPS WHO SHARE SPECIFIC POLICY GOALS. THIS MAKES US UNIQUELY CAPABLE OF BUILDING SUPPORT FOR PRAGMATIC, FREE-MARKET PROPOSALS THAT CAN EARN BIPARTISAN CONSENSUS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE EXTERNAL AUDITORS AND REVIEWED BY R STREET'S AVP AND THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS AND ALL EMPLOYEES ARE REQUIRED TO ANNUALLY SIGN A CONFLICT OF INTEREST POLICY STATEMENT. IT IS THE POLICY OF THE BOARD THAT THE EXISTENCE OF ANY INTERESTS BE DISCLOSED BEFORE ANY TRANSACTION IS CONSUMMATED AFTER A POTENTIAL CONFLICT OF INTEREST IS DISCLOSED, THE BOARD OR A DULY CONSTITUTED COMMITTEE THEREOF DETERMINES WHETHER A CONFLICT EXISTS AND, IN THE CASE OF AN EXISTING CONFLICT, WHETHER THE CONTEMPLATED TRANSACTION MAY BE AUTHORIZED AS JUST, FAIR, AND REASONABLE TO R STREET. THE DECISION OF THE BOARD OR A DULY CONSTITUTED COMMITTEE THEREOF ON THESE MATTERS RESTS IN ITS SOLE DISCRETION, AND ITS CONCERN MUST BE THE WELFARE OF R STREET AND THE ADVANCEMENT OF ITS PURPOSE. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION COMMITTEE SETS THE COMPENSATION OF THE PRESIDENT/CHAIRMAN AND EXECUTIVE DIRECTOR AFTER REVIEWING COMPARABILITY DATA AND IS DOCUMENTED. THE LAST SALARY REVIEW FOR THE PRESIDENT FOR FY 2023 WAS IN DECEMBER 2023, AND THE LAST REVIEW FOR THE EXECUTIVE DIRECTOR WAS IN AUGUST 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.