2024-05-10T00:05:31-05:00 2023-06-30 742920819 ATCHLEY & ASSOCIATES LLP 1005 LA POSADA DRIVE AUSTIN TX 78752 990 2022-07-01 270567765 AMERICAN ACTION FORUM INC AMER 2025596420 1747 PENNSYLVANIA AVE NW 5TH FLOO WASHINGTON DC 20006 DOUGLAS HOLTZ-EAKIN PRESIDENT 2025596420 2024-05-09 1 DOUGLAS HOLTZ-EAKIN XXX-XX-XXXX 1 RENAE DUNCAN P01257722 5123462086 2024-05-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DOUGLAS HOLTZ-EAKIN 1747 PENNSYLVANIA AVE NW 5TH FLOOR WASHINGTON DC 20006 4319992 0 X WWW.AMERICANACTIONFORUM.ORG X 2009 DE AMERICAN ACTION FORUM IS AN INDEPENDENT, NONPARTISAN POLICY RESEARCH AND EDUCATION INSTITUTION. 7 7 34 7 0 0 3307005 4291935 40000 0 3263 28057 1227 0 3351495 4319992 0 0 0 0 2608150 2639464 0 0 220522 783697 1245905 3391847 3885369 -40352 434623 1490387 1957113 109431 141534 1380956 1815579 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 3194286 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. 3194286 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 34 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 0 1 1 1 0 1 1 0 0 DC X TOM RYAN 2025596420 1747 PENNSYLVANIA AVE NW 5TH FLOOR WASHINGTON DC 20006 NORM COLEMAN DIRECTOR 1.00 X 0 0 0 C BOYDEN GRAY DIRECTOR (THRU 05/21/23) 1.00 X 0 0 0 KEN KIES DIRECTOR 1.00 X 0 0 0 BOBBIE KILBERG DIRECTOR 1.00 X 0 0 0 LAUREN MADDOX CHAIRMAN 1.00 X X 0 0 0 JOHN MCKERNAN SECRETARY/TREASURER 1.00 X X 0 0 0 SUSAN MOLINARI DIRECTOR 1.00 X 0 0 0 STEPHANIE MONROE DIRECTOR 1.00 X 0 0 0 SARAH SMITH CHIEF OPERATING OFFICER 40.00 X 182560 0 8601 DOUGLAS HOLTZ-EAKIN PRESIDENT 40.00 X 306000 0 2442 DANIEL BOSCH DIRECTOR OF REGULATION POLICY 40.00 X 130888 0 8473 THOMAS DANIEL RYAN CHIEF FINANCIAL OFFICER/CIO 40.00 X 164000 0 21544 THOMAS KINGSLEY DIR OF FINANCIAL SERVICES POLICY 40.00 X 112103 0 5369 ANGELA KUCK VP FOR COMMUNICATIONS 40.00 X 152169 0 7716 ROBERT G GRAY VP FOR ECONOMIC POLICY 40.00 X 168107 0 4299 1215827 0 58444 8 0 1 0 JOHN W DIAMOND 1704 UPLAND LAKES HOUSTON TX 77043 POLICY RESEARCH 150000 AMERICAN ACTION NETWORK 1747 PENNSYLVANIA AVENUE 5TH FLOOR WASHINGTON DC 20006 RENT AND SHARED OFFICE EXPENSES 112421 2 4291935 2875 4291935 28057 28057 4319992 0 0 28057 X 514434 412027 63397 39010 1868701 1496705 230291 141705 16496 13212 2033 1251 71609 57354 8825 5430 168224 134736 20731 12757 60866 60866 19194 19194 715848 715848 15 15 14877 12717 1453 707 10117 8959 773 385 248269 211727 24387 12155 872 872 8347 6397 1950 15092 12870 1483 739 5403 5403 2021 UBI TAXES PAID 5742 5742 OPERATING EXPENSES 73419 44258 25033 4128 DUES AND SUBSCRIPTIONS 27531 27531 WEBSITE 25075 25075 15238 13983 950 305 3885369 3194286 470561 220522 710091 355399 649840 1495286 550 1302 17095 2194 321512 311153 20238 10359 92573 92573 1490387 1957113 109431 141534 109431 141534 X 1380956 1815579 1380956 1815579 1490387 1957113 434623 0 X X 0 1 X 1 0 X 3508025 3708141 3738149 3307005 4291935 18553255 3508025 3708141 3738149 3307005 4291935 18553255 3498769 15054486 17206 7290 2087 3263 28057 57903 18611158 869431 0.80890 0.84950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 3885369 3885369 344268 86067 0 0 329307 358240 319592 344268 1351407 2027111 0 0 0 0 82327 89560 79898 86067 337852 506778 0 0 0 0 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. 189059 189059 0 132453 122094 10359 10359 X 4319992 0 4319992 0 4319992 3885369 0 3885369 0 3885369 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, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. X X X X 0 0 0 0 0 0 0 0 0 DOUGLAS HOLTZ-EAKIN PRESIDENT 306000 0 0 0 0 0 2400 0 42 0 308442 0 0 0 SARAH SMITH CHIEF OPERATING OFFICER 182560 0 0 0 0 0 2050 0 6551 0 191161 0 0 0 THOMAS DANIEL RYAN CHIEF FINANCIAL OFFICER/CIO 164000 0 0 0 0 0 2248 0 19296 0 185544 0 0 0 ROBERT G GRAY VP FOR ECONOMIC POLICY 168107 0 0 0 0 0 508 0 3791 0 172406 0 0 0 ANGELA KUCK VP FOR COMMUNICATIONS 152169 0 0 0 0 0 2700 0 5016 0 159885 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 568,348. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 568,348. POLICY-LEGAL CONSULTING: PROGRAM SERVICE EXPENSES 125,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 125,000. HONORARIA: PROGRAM SERVICE EXPENSES 22,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,500. FORM 990, PART IX, LINE 24E TELEPHONE AND COMMUNICATIONS: PROGRAM SERVICE EXPENSES 11,584. MANAGEMENT AND GENERAL EXPENSES 336. FUNDRAISING EXPENSES 167. TOTAL EXPENSES 12,087. PAYROLL SERVICE FEES: PROGRAM SERVICE EXPENSES 2,399. MANAGEMENT AND GENERAL EXPENSES 276. FUNDRAISING EXPENSES 138. TOTAL EXPENSES 2,813. SALES TAX EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 338. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 338. FORM 990, PART XII, LINE 2C: THE OVERSIGHT POLICIES AND SELECTION OF AN INDEPENDENT ACCOUNTANT BY THE AUDIT COMMITTEE HAVE NOT CHANGED SINCE PRIOR YEAR.