2024-11-15T11:43:04-06:00 2023-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2023-01-01 822529375 OPEN MARKETS INSTITUTE OPEN 2027011606 655 15TH STREET NW 310 WASHINGTON DC 20005 BARRY C LYNN EXECUTIVE DIRECTOR 2027011606 2024-11-15 1 0 SCOTT E HALLBERG CPA P01081188 2023319880 2023 2024-10-15 13:58:12Z BARRY C LYNN 655 15TH STREET NW 310 WASHINGTON DC 20005 3770652 0 X WWW.OPENMARKETSINSTITUTE.ORG X 2017 DC THE OPEN MARKETS INSTITUTE WORKS TO HELP PEOPLE RELEARN HOW TO USE COMPETITION POLICY TO BUILD STRONGER DEMOCRACIES, MORE JUST AND EQUITABLE SOCIETIES, MORE INNOVATIVE AND SUSTAINABLE ECONOMIES, AND A MORE SECURE AND PEACEFUL WORLD. 7 6 22 6 0 0 3953730 3770652 0 0 0 0 0 0 3953730 3770652 0 0 0 0 2169153 2676331 82500 97500 259531 690526 1006948 2942179 3780779 1011551 -10127 3088747 3055057 203048 179485 2885699 2875572 X THE OPEN MARKETS INSTITUTE WORKS TO HELP PEOPLE RELEARN HOW TO USE COMPETITION POLICY TO BUILD STRONGER DEMOCRACIES, MORE JUST AND EQUITABLE SOCIETIES, MORE INNOVATIVE AND SUSTAINABLE ECONOMIES, AND A MORE SECURE AND PEACEFUL WORLD. 0 0 475520 INTERNATIONAL SYSTEMS - PUBLIC POLICIES THAT AFFECT THE TERMS OF TRADE WITH OTHER NATIONS, INCLUDING TARIFFS, HAVE PROFOUND EFFECTS ON THE STRUCTURE OF MARKETS, RANGING FROM UNWARRANTED PROTECTION FOR DOMESTIC MONOPOLIES TO THE PROMOTION OF TRANSNATIONAL TRADING COMPANIES THAT EXPLOIT LABOR, EVADE ENVIRONMENTAL STANDARDS, AND CREATE DANGEROUSLY OVEREXTENDED SUPPLY CHANNELS. AT THE SAME TIME TRADE POLICY PLAYS AN IMPORTANT ROLE IN STRENGTHENING OR WEAKENING AMERICA'S GEOPOLITICAL POSITION IN THE WORLD, MAKING TRADE, COMPETITION POLICY, AND NATIONAL SECURITY INTRINSICALLY LINKED. 935476 TECHNOLOGY AND DEMOCRACY - SINCE OUR LAUNCH AS AN INDEPENDENT ORGANIZATION, THE OPEN MARKETS TEAM HAS FOCUSED ON SOUNDING THE ALARM ON THE MONOPOLISTIC PRACTICES AND HARMS OF FACEBOOK, GOOGLE, AND AMAZON. WE ARE EXCITED TO SEE THAT THIS IS NOW A PART OF THE NATIONAL DEBATE AND THE MOMENTUM FOR ACTION. WHILE WE CONTINUE TO FOCUS OUR EFFORTS ON ENSURING STRUCTURAL REMEDIES ARE APPLIED TO THE HARMS OF THESE PLATFORM MONOPOLIES, WE PLAN TO SIGNIFICANTLY EXPAND OUR WORK ON TECHNOLOGY AND POWER BEYOND THE THREE BIG PLATFORMS. THE MISSION OF THE TECHNOLOGY & POWER PROGRAM IS TO ENSURE THAT NEW TECHNOLOGIES ALWAYS SERVE THE INTEREST OF THE PUBLIC AS A WHOLE AND CANNOT BE USED TO CONCENTRATE DANGEROUS DEGREES OF POWER AND CONTROL OVER THE ACTIONS OR THOUGHTS OF INDIVIDUALS, GROUPS, OR ENTIRE SOCIETIES. 736404 COMPETITION LAW AND PHILOSOPHY - OPEN MARKETS SEEKS TO ACCELERATE SHAPING THE DIRECTION OF THE LAW THROUGH RESEARCH AND THE FILING OF AMICUS BRIEFS AND COMMENT LETTERS AND PETITIONS TO FEDERAL AGENCIES IN ANTITRUST CASES AND OTHER COMPETITION POLICY MATTERS. THIS WORK HAS ALREADY HAD INFLUENCE. WE HAVE ALSO SEEN CONSIDERABLE SUCCESS IN DRIVING ACTION THROUGH OUR STATE ATTORNEYS GENERAL PROGRAM AS SEEN IN THE TWO MAJOR INVESTIGATIONS ANNOUNCED INTO GOOGLE AND FACEBOOK. IN ADDITION, WE HAVE ALSO WORKED WITH STATE OFFICES ON ISSUES RELATED TO AGRICULTURE, LABOR, AND HEALTHCARE. 760155 FAIR ECONOMY - OPEN MARKETS USES RESEARCH AND JOURNALISM TO EXPOSE THE DANGERS OF MONOPOLIZATION, IDENTIFIES INTERVENTIONS IN POLICY AND LAW TO ADDRESS THEM, AND EDUCATES POLICYMAKERS, ACADEMICS, MOVEMENT GROUPS, AND OTHER INFLUENTIAL STAKEHOLDERS TO RE-ESTABLISH THE COMPETITIVE MARKETS THAT HAVE LONG FORMED THE BEDROCK OF AMERICAN DEMOCRACY. BY COMBINING POLICY, LEGAL, AND MARKET STRUCTURE EXPERTISE WITH SOPHISTICATED COMMUNICATIONS, EDUCATION, AND COALITION-BUILDING EFFORTS, OPEN MARKETS SEEKS NOT ONLY TO HOLD TODAY'S MONOPOLIES ACCOUNTABLE FOR ABUSE OF POWER, BUT TO REBUILD AN ECONOMIC SYSTEM WHERE PROGRESS IS EASIER TO ACHIEVE, BECAUSE POWER IS FAR MORE WIDELY AND EQUITABLY DISTRIBUTED. 760155 2907555 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 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 0 0 0 0 0 1 17 0 1 22 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X THE ORGANIZATION 2027011606 655 15TH STREET NW 310 WASHINGTON DC 20005 BARRY LYNN EXECUTIVE DIRECTOR 40.00 X X 179954 0 43587 CHRISTY HOFFMAN DIRECTOR 1.00 X 0 0 0 MARCELLUS ANDREWS DIRECTOR 1.00 X 0 0 0 JOE MAXWELL DIRECTOR 1.00 X 0 0 0 LAURA QUINN DIRECTOR 1.00 X 0 0 0 RANA FOROOHAR DIRECTOR 1.00 X 0 0 0 DEEPAK GUPTA DIRECTOR 1.00 X 0 0 0 PHILLIP J LONGMAN POLICY DIRECTOR 40.00 X 177492 0 42782 SANDEEP VAHEESAN LEGAL DIRECTOR 40.00 X 169189 0 18098 ASHLEY WHOOLHEATER COMMUNICATION DIRECTOR 40.00 X 142435 0 18595 BRIAN CALLACI CHIEF ECONOMIST 40.00 X 133221 0 22232 ANITA JAIN EDITORIAL DIRECTOR 40.00 X 138115 0 55281 940406 0 200575 6 0 1 0 CAROLINE FREDERICKSON 506 DARTMOUTH AVENUE SILVER SPRING MD 20910 130000 1 3770652 3770652 3770652 0 0 0 X 222541 97918 120172 4451 1988720 1742105 141809 104806 52209 46236 3184 2789 255168 229860 11566 13742 157693 131822 17596 8275 4870 4870 54532 54532 97500 97500 411548 243235 168313 9742 9094 648 73932 44746 28115 1071 120467 103491 12344 4632 39996 8944 10219 20833 220856 220856 3698 3698 12006 12006 PUBLICATIONS AND SUBSCR 33509 27849 4275 1385 MISCELLANEOUS EXPENSES 21792 1399 20346 47 3780779 2907555 613693 259531 1567660 1411232 1462417 1613029 16218 24748 20590 14542 4867 6048 37585 0 3088747 3055057 203048 179485 203048 179485 X 1685967 2636546 1199732 239026 2885699 2875572 3088747 3055057 -10127 0 X 0 1 X 0 0 X 5031268 2592622 2746577 3953730 3770652 18094849 5031268 2592622 2746577 3953730 3770652 18094849 7968304 10126545 9514 9514 18104363 0.55930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20590 14542 6048 6048 X 3770652 0 3770652 0 3770652 3780779 0 3780779 0 3780779 PART X, LINE 2: OMI ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH THE ASC TOPIC 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. OMI 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 AN EFFECT ON ITS TAX-EXEMPT STATUS. X X X X X 1 BETH GRUPP ASSOCIATES BOX 60185 CAPITOL SUITES WASHINGTON DC 20039 FUNDRAISING CONSULTING 0 0 97500 -97500 97500 -97500 CA DC NY 0 0 0 0 0 0 0 1 0 BARRY LYNN EXECUTIVE DIRECTOR 178954 0 1000 0 0 0 5950 0 37637 0 223541 0 0 0 PHILLIP J LONGMAN POLICY DIRECTOR 176492 0 1000 0 0 0 5808 0 36974 0 220274 0 0 0 ANITA JAIN EDITORIAL DIRECTOR 137115 0 1000 0 0 0 5485 0 49796 0 193396 0 0 0 SANDEEP VAHEESAN LEGAL DIRECTOR 168189 0 1000 0 0 0 6445 0 11653 0 187287 0 0 0 ASHLEY WHOOLHEATER COMMUNICATION DIRECTOR 141435 0 1000 0 0 0 2999 0 15596 0 161030 0 0 0 BRIAN CALLACI CHIEF ECONOMIST 132221 0 1000 0 0 0 5289 0 16943 0 155453 0 0 0 PART I, LINE 7 CERTAIN EMPLOYEES WERE AWARDED PERFORMANCE BONUSES AT THE END OF YEAR. THE PERFORMANCE BONUSES WERE PAID PURSUANT TO THE ORGANIZATION'S NORMAL COMPENSATION AND APPROVAL POLICIES. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FORM 990 IS DRAFTED BY ITS INDEPENDENT AUDITORS, REVIEWED AND APROVED BY SENIOR MANAGEMENT, AND THEN FORWARDED TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST AT EACH BOARD MEMBER, AND ARE RECUSED FROM VOTING ON ANY ISSUES FOR WHICH THERE MAY BE AN APPARENT OR REAL CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR IS DETERMINED BY THE FULL BOARD OF DIRECTORS, USING SALARY SURVEYS AND FORMS 990 FOR COMPARABLY-SIZED AND LOCATED ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT GENERALLY MADE AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G OTHER CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 243,235. MANAGEMENT AND GENERAL EXPENSES 168,313. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 411,548.