2024-11-09T08:20:06-06:00 2023-12-31 HAN GROUP LLC 1020 19TH STREET NW SUITE 800 WASHINGTON DC 20036 990 2023-01-01 521289734 CAPITAL RESEARCH CENTER CAPI 2024836900 1513 16TH STREET NW WASHINGTON DC 20036 SCOTT WALTER PRESIDENT 2024836900 2024-11-08 1 1 JENNIFER S HAN P00633304 2022937000 2024-11-08 2023 2024-10-15 13:58:12Z SCOTT WALTER 1513 16TH STREET NW WASHINGTON DC 20036 7893698 0 X WWW.CAPITALRESEARCH.ORG X 1983 DC TO PROMOTE A BETTER UNDERSTANDING OF CHARITY AND PHILANTHROPY. 7 7 38 7 0 0 7055273 7299720 1428 1032 115693 147725 8743 14173 7181137 7462650 10000 0 0 0 3070488 2993633 0 0 2089970 4176228 4179937 7256716 7173570 -75579 289080 9012118 10811558 519827 512396 8492291 10299162 X CRC CONDUCTS RESEARCH ON THE INFLUENCE SECTOR, INCLUDING THE ADVOCACY GROUPS, THINK TANKS, FOUNDATIONS, ACTIVISTS, OTHER OPINION LEADERS, AND GROUPS INFLUENCING THE PUBLIC POLICY PROCESS. 0 0 1943323 1032 RESEARCH: CRC CONDUCTS RESEARCH ON THE INFLUENCE SECTOR, INCLUDING THE ADVOCACY GROUPS, THINK TANKS, FOUNDATIONS, ACTIVISTS, OTHER OPINION LEADERS, AND GROUPS INFLUENCING THE PUBLIC POLICY PROCESS. CRC STRIVES TO PRODUCE IRONCLAD RESEARCH THAT IS USED TO DEVELOP COMMUNICATIONS PRODUCTS TO EDUCATE THE PUBLIC ON HOW SPECIAL INTERESTS ARE PROTECTED. CRC SHARES ITS RESEARCH THROUGH REGULAR PRINT PUBLICATIONS, A DYNAMIC WEBSITE (CAPITALRESEARCH ORG), EDUCATIONAL VIDEOS, SOCIAL MEDIA CHANNELS, A PODCAST AND OTHER OUTLETS. CRC'S RESEARCH SPECIALTIES INCLUDE INVESTIGATING CHARITABLE GROUPS ENGAGING IN POLICY (AND POTENTIALLY POLITICAL) ADVOCACY; OTHER TAX-EXEMPT SPECIAL INTEREST ENTITIES AND SOCIAL WELFARE GROUPS; FOUNDATIONS, INDIVIDUAL DONORS, AND GRANT-MAKING ORGANIZATIONS; LABOR UNIONS, THEIR MISSION, FINANCIAL SUPPORT, ORGANIZING CAMPAIGNS, SOURCES OF SUPPORT, AND POLITICAL ACTIVITIES. CRC ALSO PROFILES OTHER INFLUENCERS, INCLUDING THE MEDIA AND WELL-KNOWN ACTIVISTS AND POLICYMAKERS. CRC PRODUCED EIGHT (8) PRINT/MAGAZINE PUBLICATIONS OF LONG-FORM ARTICLES AND POPULATED THE WEBSITE WITH ROUGHLY TEN POSTS PER WEEK OF ORIGINAL RESEARCH AND COMMENTARY. 1090247 INFLUENCE WATCH: CRC MAINTAINS INFLUENCEWATCH.ORG. A WIKI-STYLE ONLINE RESOURCE OF FACT-BASED, ACCURATE DESCRIPTIONS OF THE VARIOUS INFLUENCERS OF PUBLIC POLICY DEBATES. INFLUENCEWATCH STRIVES TO BE COMPREHENSIVE, PROVIDING FREQUENTLY UPDATED PROFILES COMPLETE WITH RELIABLE SOURCING. PROFILES INCLUDE ACTIVISTS, NON-PROFIT ENTITIES, FOR-PROFIT ENTITIES, LABOR UNIONS, POLITICAL ACTION COMMITTEES, AGENCIES, LEGISLATION, AND MOVEMENTS. THE WEBSITE GREW TO 13,500 TOTAL ENTRIES, WITH APPROXIMATELY 7,500 LONG PROFILES COMPLETED. WEBSITE TRAFFIC GREW TO 2.5 MILLION UNIQUE USERS AND 6.8 MILLION PAGEVIEWS. IN 2023, INFLUENCEWATCH BEGAN SENDING A MONTHLY NEWSLETTER TO FEDERAL AND STATE LEGISLATORS. 426871 COMMUNICATIONS: CRC DISSEMINATES ITS RESEARCH (VIA PRESS RELEASE, MEDIA STATEMENTS, AND OTHER MEDIA RELATIONS EFFORTS) TO NEWS OUTLETS THAT COVER THE TOPIC OF PUBLIC POLICY INFLUENCE. CRC'S MEDIA APPEARANCES (INCLUDING OP-EDS, INTERVIEWS, REFERENCES IN THE MEDIA, AND OTHER CITATIONS IN OUTLETS LIKE THE WALL STREET JOURNAL, THE ATLANTA JOURNAL-CONSTITUTION, THE WASHINGTON POST, FOX NEWS, THE CHRONICLE OF PHILANTHROPY, NATIONAL REVIEW, REALCLEAR POLITICS, WASHINGTON EXAMINER, WASHINGTON FREE BEACON, THE DAILY CALLER) QUADRUPLED IN 2023, REACHING OVER 1200 MEDIA APPEARANCES. CRC'S MANY EDUCATIONAL VIDEOS WERE VIEWED NEARLY 9 MILLION TIMES ON YOUTUBE AND FACEBOOK. CRC'S COMBINED SOCIAL MEDIA REACH WAS OVER 3.5 MILLION ACROSS X AND META AND COMBINED ENGAGEMENT TOTALLED 400,000. 338994 SOCIAL MEDIA 287788 OUTREACH 276267 CENTER FOR STRATEGIC GIVING 69354 DANGEROUS DOCUMENTARIES 62442 RESEARCH ARCHIVES 1034845 4495286 1 1 0 0 0 0 0 0 0 0 1 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 65 0 1 38 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 1 1 AL AK AZ AR CA CT GA IL KS KY LA MD MA MI MO NH NJ NY NC OH OR PA RI SC TN VA WA WV WI FL OK X SCOTT WALTER 2024836900 1513 16TH STREET NW WASHINGTON DC 20036 ERIC O'KEEFE CHAIRMAN 1.00 X X 0 0 0 SARAH ATKINS TRUSTEE 1.00 X 0 0 0 ROBERT E CHALLEY TRUSTEE 1.00 X 0 0 0 GORDON CUMMINGS TRUSTEE 1.00 X 0 0 0 HON EDWIN MEESE III TRUSTEE 1.00 X 0 0 0 WILLIAM MEYERSOHN TRUSTEE 1.00 X 0 0 0 THOMAS S WINTER TRUSTEE 1.00 X 0 0 0 SCOTT WALTER PRESIDENT 40.00 X 348566 0 84221 CHRISTOPHER KRUKEWITT CHIEF FINANCIAL & OPERATIONS OFFICER 40.00 X 125326 0 30250 KRISTEN EASTLICK SENIOR VICE PRESIDENT 40.00 X 181804 0 36702 MICHAEL E HARTMANN SENIOR FELLOW AND DIRECTOR 40.00 X 169995 0 36500 DAN THOMPSON VP OF PHILANTHROPY & DEVELOPMENT 40.00 X 155977 0 39702 JON RODEBACK MANAGING EDITOR & DIR. OF CONTENT 40.00 X 108271 0 13891 MICHAEL K WATSON RESEARCH DIRECTOR 40.00 X 106549 0 15342 BETH A BOTTCHER PHILANTHROPY OFFICER 40.00 X 102500 0 16559 1298988 0 273167 8 0 1 0 DIRECT MAIL MARKETING GROUP 22780 INDIAN CREEK DRIVE SUITE 100 DULLES VA 20166 SUPPORTER OUTREACH / SUPPORT ACQUISITION 534395 HBP INC 952 FREDERICK STREET HAGERSTOWN MD 21740 SUPPORTER OUTREACH 300610 MVP PRESS LLC 43720 TRADE CENTER PLACE SUITE 135 DULLES VA 20166 SUPPORTER OUTREACH / SUPPORT ACQUISITION 206744 RIGHT OF CENTER LLC 226 BRIDGEWATER DRIVE STEPHENS CITY VA 22655 WEB TRAFFIC CONSULTANTS 180000 MORGAN MEREDITH & ASSOCIATES 22780 INDIAN CREEK DRIVE SUITE 100 DULLES VA 20166 SUPPORTER OUTREACH / SUPPORT ACQUISITION 125975 7 7299720 117719 7299720 PUBLICATION 900099 1032 1032 1032 148510 148510 430263 431048 -785 -785 -785 REIMBURSEMENT REVENUE 900099 14173 14173 14173 7462650 1032 0 161898 X 1209043 830091 172396 206556 1340848 941387 159119 240342 135310 97453 14481 23376 138906 100079 16428 22399 169526 118195 21756 29575 25529 7287 16689 1553 31465 31465 65084 65084 1259844 1130298 13211 116335 263994 263994 503857 453323 37230 13304 284052 235496 11364 37192 74478 57228 7312 9938 195717 114329 8452 72936 21 21 70725 49311 9076 12338 32108 22387 4120 5601 FUNDRAISING EXPENSES 1277469 1277469 MEMBERSHIP DUES & SUBS. 76771 74340 93 2338 DONOR PREMIUMS 18695 18695 CORPORATE TAXES 128 88 17 23 7173570 4495286 588314 2089970 946295 1389348 333779 462881 96752 174 97990 51279 2112583 1670513 419624 442070 6506077 7858328 573109 573109 38492 34369 9012118 10811558 481335 478006 38492 34390 519827 512396 X 7940559 9783259 551732 515903 8492291 10299162 9012118 10811558 289080 1517791 0 X X 0 1 X 1 0 X 4352988 4666258 5737290 7055273 7299720 29111529 4352988 4666258 5737290 7055273 7299720 29111529 3048359 26063170 232417 163944 146481 115711 148510 807063 33144 44998 24117 6497 108756 30027348 15423 0.86800 0.84850 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2019 AMOUNT: $ 3,344. 2020 AMOUNT: $ 44,998. 2021 AMOUNT: $ 24,117. 2022 AMOUNT: $ 6,497. MANAGEMENT FEES - 2019 AMOUNT: $ 29,800. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 114686 114686 1193389 910264 283125 804508 760249 44259 442070 NO SAFE SPACES DOCUMENTARY 573109 C 573109 OPERATING LEASE LIABILITY 22110 FINANCE LEASE LIABILITY 12280 34390 X 9029578 1517791 114221 1632012 7397566 65084 65084 7462650 7222707 114221 114221 7108486 65084 65084 7173570 PART X, LINE 2: THE CENTER FOLLOWS THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ACCOUNTING STANDARDS CODIFICATION TOPIC 740-10, INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE CENTER PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2023 AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. THE STATUTE OF LIMITATIONS GENERALLY REMAINS OPEN FOR THREE TAX YEARS WITH THE U.S. FEDERAL JURISDICTION OR THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE CENTER FILES TAX RETURNS. X X X X 0 0 0 0 0 0 0 0 0 SCOTT WALTER PRESIDENT 348566 0 0 0 0 0 49500 0 34721 0 432787 0 0 0 KRISTEN EASTLICK SENIOR VICE PRESIDENT 181804 0 0 0 0 0 27827 0 8875 0 218506 0 0 0 MICHAEL E HARTMANN SENIOR FELLOW AND DIRECTOR 169995 0 0 0 0 0 26146 0 10354 0 206495 0 0 0 DAN THOMPSON VP OF PHILANTHROPY & DEVELOPMENT 155977 0 0 0 0 0 25017 0 14685 0 195679 0 0 0 CHRISTOPHER KRUKEWITT CHIEF FINANCIAL & OPERATIONS OFFICER 125326 0 0 0 0 0 19896 0 10354 0 155576 0 0 0 X 3 117719 0 0 0 PART I, COLUMN (B): THE TOTAL REPRESENTED IN PART I, COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS THAT WERE RECEIVED FOR THE YEAR ENDED DECEMBER 31, 2023. FORM 990, PART VI, SECTION B, LINE 11B THE FEDERAL FORM 990 IS PREPARED BY A CPA FIRM AND REVIEWED AND SIGNED BY THE PRESIDENT. A COPY OF THE FORM 990 IS PROVIDED TO ALL MEMBERS OF THE BOARD OF TRUSTEES PRIOR TO FILING WITH INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES OF CRC ARE COVERED BY THE CONFLICT OF INTEREST POLICY DESCRIBED IN THE EMPLOYEE MANUAL AND ARE REQUIRED TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST TO MANAGEMENT OF CRC OR THE BOARD OF TRUSTEES, AS APPROPRIATE. THE BOARD OF TRUSTEES OF CRC CONSISTS OF 7 INDIVIDUALS AND CONFLICTS OF INTEREST ARE NOT PERMITTED UNDER ITS WRITTEN CONFLICT OF INTEREST POLICY PROHIBITING THE TRANSACTION OF BUSINESS WITH A BOARD MEMBER. TO ENSURE THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED. THE PERIODIC REVIEWS SHALL, AT A MINIMUM, INCLUDE THE FOLLOWING SUBJECTS: A. WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION AND THE RESULT OF ARM'S LENGTH BARGAINING. B. WHETHER ACQUISITIONS AND OTHER PROVIDER SERVICES RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT, OR AN EXCESS BENEFIT TRANSACTION. C. WHETHER PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO THE ORGANIZATION'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER CHARITABLE PURPOSES AND DO NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT, OR AN EXCESS BENEFIT TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A CRC REVIEWS THE FORM 990S OF SIMILAR ORGANIZATIONS IN THE WASHINGTON DC AREA AND THE ANNUAL THINK TANK COMPENSATION STUDY WHICH COLLECTS COMPENSATION AND BENEFITS DATA RELEVANT TO THINK TANKS AND RESEARCH ORGANIZATIONS LOCATED IN THE U.S. THAT CONDUCT RESEARCH IN THE PUBLIC POLICY, FOREIGN POLICY, AND INTERNATIONAL RELATIONS ARENAS. THIRTY-FOUR RESPONDENTS PROVIDED SUFFICIENT INFORMATION TO BE INCLUDED IN THE 2021 SURVEY. IN ADDITION, THE BOARD OF TRUSTEES UTILIZES ITS EXPERIENCE AND EXPERTISE. FORM 990, PART VI, SECTION C, LINE 19 CRC PROVIDES AUDITED FINANCIAL STATEMENTS TO DONORS AND OTHERS UPON REQUEST ON A CASE BY CASE BASIS. OTHER ORGANIZATIONAL DOCUMENTS HAVE NOT BEEN REQUESTED IN THE PAST AND CRC WILL EVALUATE SUCH REQUESTS WHEN RECEIVED. HOWEVER, CRC FULLY COMPLIES WITH INFORMATION RETURNS AND OTHER DOCUMENTS REQUIRED UNDER INTERNAL REVENUE SERVICE REGULATIONS TO BE DISCLOSED TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANT SERVICES: PROGRAM SERVICE EXPENSES 923,235. MANAGEMENT AND GENERAL EXPENSES 10,781. FUNDRAISING EXPENSES 80,377. TOTAL EXPENSES 1,014,393. EDITING SERVICES: PROGRAM SERVICE EXPENSES 131,560. MANAGEMENT AND GENERAL EXPENSES 1,532. FUNDRAISING EXPENSES 11,463. TOTAL EXPENSES 144,555. VIDEO PRODUCTION: PROGRAM SERVICE EXPENSES 74,696. MANAGEMENT AND GENERAL EXPENSES 870. FUNDRAISING EXPENSES 6,509. TOTAL EXPENSES 82,075. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 17,948. TOTAL EXPENSES 17,948. STAFF DEVELOPMENT: PROGRAM SERVICE EXPENSES 807. MANAGEMENT AND GENERAL EXPENSES 28. FUNDRAISING EXPENSES 38. TOTAL EXPENSES 873. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.