2024-11-06T12:32:46-06:00 2023-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2023-01-01 522093834 THE AMERICAN ANTITRUST INSTITUTE INC AMER 2028281226 1025 CONNECTICUT AVENUE NW 1000 WASHINGTON DC 20036 RANDY STUTZ PRESIDENT 2028281226 2024-11-06 1 0 FRANK H SMITH P00639053 2022274000 2024-11-06 2023 2024-10-15 13:58:12Z RANDY STUTZ 1025 CONNECTICUT AVENUE NW 1000 WASHINGTON DC 20036 1524912 0 X WWW.ANTITRUSTINSTITUTE.ORG X 1998 DC PROMOTE COMPETITION THAT PROTECTS CONSUMERS, BUSINESS, AND SOCIETY. 7 7 4 0 0 0 1022600 716529 31088 26481 53802 39243 0 0 1107490 782253 0 0 0 0 676472 593321 0 0 94273 439848 662621 1116320 1255942 -8830 -473689 2892290 2589915 20975 19158 2871315 2570757 PROMOTE COMPETITION THAT PROTECTS CONSUMERS, BUSINESSES, AND SOCIETY. 0 0 943620 26481 THE AMERICAN ANTITRUST INSTITUTE, INC. (AAI) FULFILLS ITS MISSION THROUGH RESEARCH, EDUCATION, AND ADVOCACY. ACCOMPLISHMENTS IN THIS PROGRAM AREA IN 2023 INCLUDE: FILED 8 AMICUS CURIAE ("FRIEND OF THE COURT") BRIEFS IN CASES INVOLVING ISSUES IMPORTANT TO PROMOTING COMPETITION AND THE PUBLIC AND PRIVATE ENFORCEMENT OF THE ANTITRUST LAWS. SUBMITTED 9 REPORTS, WHITE PAPERS, LETTERS, ARTICLES, INTERVENTIONS AND FILINGS, LEGAL UPDATES OR COMMENTARIES ON COMPETITION-RELATED MATTERS BEFORE ANTITRUST AND REGULATORY AGENCIES, IN RESPONSE TO LEGISLATIVE INITIATIVES, AND IN SCHOLARLY OUTLETS AND COMPETITION MEDIA. RECORDED 10 "RULED-BY-REASON" AAI PODCASTS ON COMPETITION-RELATED MATTERS. 943620 1 1 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 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 11 0 1 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 1 1 1 1 0 X RANDY STUTZ 2028281226 1025 CONNECTICUT AVENUE NW 1000 WASHINGTON DC 20036 PAMELA GILBERT CHAIR 3.00 X X 0 0 0 GREGORY T GUNDLACH TREASURER 3.00 X X 0 0 0 ROBERT H LANDE SECRETARY 3.00 X X 0 0 0 JOSEPH BRUCKNER DIRECTOR 1.00 X 0 0 0 JOSHUA P DAVIS DIRECTOR 1.50 X 0 0 0 ROBERTA D LIEBENBERG DIRECTOR 1.50 X 0 0 0 ELLEN MERIWETHER DIRECTOR 1.50 X 0 0 0 DIANA MOSS PRESIDENT UNTIL AUGUST 2023 40.00 X 177032 0 38875 KATHLEEN W BRADISH VP ACTING PRESIDENT AS OF AUGUST 2023 40.00 X 165000 0 41250 342032 0 80125 2 0 1 0 0 36000 680529 716529 CONFERENCE/REG. FEES 900099 26481 26481 26481 79072 79072 702830 742659 -39829 -39829 -39829 782253 26481 0 39243 X 422157 320839 50659 50659 104737 79601 12568 12568 26989 20921 3034 3034 4569 3063 753 753 34869 26501 4184 4184 28640 28640 8250 8250 439002 397905 27050 14047 16248 11489 3864 895 17133 13021 2056 2056 25016 19012 3002 3002 30904 2002 28902 70095 29750 40345 1667 1667 4840 3678 581 581 DUES AND SUBSCRIPTIONS 20826 15838 2494 2494 1255942 943620 218049 94273 1295865 791595 3671 1903 58600 30267 0 28333 1586209 1759930 6545 8154 2892290 2589915 20975 19158 20975 19158 X 2871315 2570757 2871315 2570757 2892290 2589915 -473689 173388 -257 0 X 0 0 0 X 1172704 1123270 1328915 1022600 716529 5364018 1172704 1123270 1328915 1022600 716529 5364018 639522 4724496 47676 31402 52579 61271 79072 272000 5636018 173818 0.83830 0.83120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 58600 30267 28333 28333 X X 0 0 0 0 0 0 0 0 0 DIANA MOSS PRESIDENT UNTIL AUGUST 2023 177032 0 0 0 0 0 38875 0 0 0 215907 0 0 0 KATHLEEN W BRADISH VP ACTING PRESIDENT AS OF AUGUST 2023 165000 0 0 0 0 0 41250 0 0 0 206250 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO DESIGNATED COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B AAI'S DRAFT FORM 990 IS REVIEWED BY RELEVANT STAFF MEMBERS TO CONFIRM THAT THE INFORMATION THEREIN IS ACCURATE AND CURRENT. THE DRAFT FORM 990 IS THEN CIRCULATED TO THE AAI BOARD OF DIRECTORS FOR REVIEW, COMMENT, AND APPROVAL BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C AAI REQUIRES THAT EACH OFFICER, DIRECTOR, AND PAID STAFF MEMBER DISCLOSE ALL CONTEMPLATED OR EXISTING RELATED PARTY TRANSACTIONS KNOWN TO, AND INVOLVING, SUCH DIRECTOR, OFFICER OF STAFF MEMBER. IN ADDITION, EACH OFFICER, DIRECTOR, AND PAID STAFF MEMBER MUST ANNUALLY SIGN A STATEMENT CONFIRMING THAT SUCH DISCLOSURES HAVE BEEN MADE. ALL RELATED PARTY TRANSACTIONS SHALL BE REVIEWED BY INDEPENDENT DIRECTORS. IN REVIEWING SUCH TRANSACTIONS, THE BOARD MAY REQUEST THAT THE INTERESTED PARTY STATE HIS OR HER VIEWS ON THE APPROPRIATENESS OF THE TRANSACTION. THE INTERESTED PARTY THEN HAS TO LEAVE THE MEETING WHILE THE INDEPENDENT DIRECTORS DETERMINE WHETHER THE TRANSACTION IS FAIR AND REASONABLE AND IS IN THE BEST INTEREST OF AAI. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF ALL EMPLOYEES, INCLUDING THE CEO, IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS, ALL OF WHOM ARE INDEPENDENT. THE AAI BOARD OF DIRECTORS USES THE FEDERAL GOVERNMENT PAY SCALES AND NON-PROFIT COMPARABLES TO GENERALLY EVALUATE AND ALIGN THE SALARY OF THE AAI PRESIDENT. THESE SCALES ARE ALSO USED FOR THE SAME PURPOSE FOR OTHER SALARIED STAFF POSITIONS. THE PROCESS TYPICALLY OCCURS IN CONNECTION WITH THE REVIEW AND APPROVAL OF THE ANNUAL BUDGET. FORM 990, PART VI, SECTION C, LINE 19 AAI MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST AND UPON THE PAYMENT OF REASONABLE COPYING AND POSTAGE COSTS. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 209,542. MANAGEMENT AND GENERAL EXPENSES 13,147. FUNDRAISING EXPENSES 14,047. TOTAL EXPENSES 236,736. PAYROLL PROCESSING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,903. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,903. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 188,363. MANAGEMENT AND GENERAL EXPENSES 9,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 197,363.