2024-11-15T14:41:58-06:00 2023-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 2 BETHESDA METRO CENTER SUITE 910 BETHESDA MD 20814 990 2023-01-01 522079266 PHOENIX CENTER FOR ADVANCED LEGAL & ECON PUBLIC POLICY STUDIES INC PHOE 2022740235 5335 WISCONSIN AVENUE NW 440 WASHINGTON DC 20015 LAWRENCE J SPIWAK PRESIDENT 2022740235 2024-11-15 1 1 BRIAN J GIGANTI P00646609 3016549000 2024-11-15 2023 2024-10-15 13:58:12Z LAWRENCE J SPIWAK 5335 WISCONSIN AVENUE NW 440 WASHINGTON DC 20015 948231 0 X WWW.PHOENIX-CENTER.ORG X 1998 DC THE PHOENIX CENTER WAS ESTABLISHED IN 1998 WITH A MISSION TO PROVIDE INDEPENDENT ASSESSMENTS OF THE ECONOMIC AND MATERIAL IMPLICATIONS OF REGULATORY AND ECONOMIC POLICY IN THE U.S. AND ABROAD. TO ACHIEVE THIS GOAL, THE CENTER SUPPORTS OBJECTIVE, SOLUTIONS-BASED ACADEMIC RESEARCH UNENCUMBERED BY POLITICAL HYPERBOLE, PARTISANSHIP, AND IDEOLOGICAL AGENDAS. ITS WORK IS GROUNDED IN FACT, LAW, AND ECONOMIC THEORY. 5 3 2 0 0 0 902513 947000 0 0 427 1231 12 0 902952 948231 0 0 0 0 785043 820018 0 0 63092 63511 159954 848554 979972 54398 -31741 501907 479929 3836 13599 498071 466330 X THE PHOENIX CENTER WAS ESTABLISHED IN 1998 WITH A MISSION TO PROVIDE INDEPENDENT ASSESSMENTS OF THE ECONOMIC AND MATERIAL IMPLICATIONS OF REGULATORY AND ECONOMIC POLICY IN THE U.S. AND ABROAD. TO ACHIEVE THIS GOAL, THE CENTER SUPPORTS OBJECTIVE, SOLUTIONS-BASED ACADEMIC RESEARCH UNENCUMBERED BY POLITICAL HYPERBOLE, PARTISANSHIP, AND IDEOLOGICAL AGENDAS. ITS WORK IS GROUNDED IN FACT, LAW, AND ECONOMIC THEORY. 0 0 831318 THE PHOENIX CENTER FOR ADVANCED LEGAL & ECONOMIC PUBLIC POLICY STUDIES (WWW.PHOENIX-CENTER.ORG) IS A NON-PROFIT 501(C)(3) RESEARCH ORGANIZATION THAT STUDIES BROAD PUBLIC-POLICY ISSUES RELATED TO GOVERNANCE, SOCIAL AND ECONOMIC CONDITIONS, WITH A PARTICULAR EMPHASIS ON THE LAW AND ECONOMICS OF THE DIGITAL AGE. THE PHOENIX CENTER IN 2023 MAINTAINED A ROBUST RESEARCH AGENDA WHICH CONTRIBUTED POSITIVELY TO THE POLICY DEBATE.KEY PUBLICATIONS:- 4 POLICY PAPERS COVERING TOPICS LIKE SOCIAL MEDIA LEGISLATION, COMMON CARRIER REGULATIONS, DIGITAL DISCRIMINATION, AND INVESTMENT THEORY- 3 POLICY BULLETINS EXAMINING JUDICIAL DEFERENCE, ONLINE RETAILER SELF-PREFERENCING, AND HART-SCOTT-RODINO FILING REQUIREMENTS- 5 POLICY PERSPECTIVES ADDRESSING ISSUES INCLUDING FTC EMPLOYEE SATISFACTION, NEW CAR PRICING, DIGITAL DISCRIMINATION, AND SOCIAL MEDIA'S IMPACT ON YOUTH MENTAL HEALTH- 3 ACADEMIC JOURNAL PUBLICATIONS IN THE FEDERAL COMMUNICATIONS LAW JOURNAL, JOURNAL OF LAW, ECONOMICS AND POLICY, AND THE CENTER FOR GROWTH AND OPPORTUNITY- 6 OP-EDS AND ESSAYS IN VENUES LIKE THE FEDERALIST SOCIETY BLOG, REALCLEAR POLICY, AND YALE JOURNAL ON REGULATION- 3 AMICUS BRIEFS FILED WITH THE SUPREME COURT AND DISTRICT COURTNOTABLE CONTRIBUTIONS AND IMPACT:- PROVIDED EXPERT TESTIMONY TO THE HOUSE COMMITTEE ON ENERGY AND COMMERCE REGARDING BROADBAND DEPLOYMENT- RESPONDED TO MULTIPLE FEDERAL AGENCIES' REQUESTS FOR COMMENTS, INCLUDING THE FTC, DOJ, FCC, AND NTIA- RESEARCH WAS CITED BY PROMINENT POLICYMAKERS, INCLUDING: - REP. JOHN MOOLENAAR AT HOUSE APPROPRIATIONS COMMITTEE - SENATOR TED CRUZ AND HOUSE ENERGY AND COMMERCE COMMITTEE CHAIR - FEDERAL COMMUNICATIONS COMMISSION IN OFFICIAL ORDERSACADEMIC RECOGNITION:- RESEARCH CITED IN NUMEROUS ACADEMIC JOURNALS INCLUDING ECONOMIC ANALYSIS AND POLICY, TELECOMMUNICATIONS POLICY, AND JOURNAL OF TECHNOLOGY TRANSFER- BOTH THE CENTER'S CHIEF ECONOMIST AND PRESIDENT REMAIN IN THE TOP 1% OF DOWNLOADED AUTHORS ON THE SOCIAL SCIENCE RESEARCH NETWORKKEY LEADERSHIP ROLES:- LAWRENCE SPIWAK (PRESIDENT) SERVES AS: - CO-CHAIR OF FEDERAL COMMUNICATIONS BAR ASSOCIATION'S COMMITTEE - MEMBER OF FEDERALIST SOCIETY'S TELECOMMUNICATIONS AND ANTITRUST PRACTICE EXECUTIVE COMMITTEES - DR. GEORGE S. FORD (CHIEF ECONOMIST) PRESENTED RESEARCH AT MAJOR CONFERENCESFOCUS AREAS IN 2023:- DIGITAL DISCRIMINATION AND BROADBAND ACCESS- SOCIAL MEDIA REGULATION AND IMPACTS- ANTITRUST AND COMPETITION POLICY- CONSUMER PROTECTION- TELECOMMUNICATIONS POLICY- REGULATORY REFORMTHE ORGANIZATION MAINTAINS ITS COMMITMENT TO PROVIDING INDEPENDENT, ANALYTICAL RIGOR TO POLICY DEBATES, EMPHASIZING FACT-BASED RESEARCH OVER POLITICAL RHETORIC. THEIR WORK SPANS BROAD PUBLIC POLICY ISSUES RELATED TO GOVERNANCE AND SOCIOECONOMIC CONDITIONS, WITH PARTICULAR ATTENTION TO THE DIGITAL AGE'S LEGAL AND ECONOMIC CHALLENGES. THE PHOENIX CENTER CONTINUES TO PROMOTE PUBLIC CONFIDENCE IN DEMOCRATIC PROCESSES AND THE FREE ENTERPRISE SYSTEM WHILE FOSTERING OPEN DEBATE ABOUT FUTURE POLICY DIRECTIONS.THE CENTER'S RESEARCH AND COMMENTARY REMAIN FREELY AVAILABLE THROUGH THEIR WEBSITE AND THE SOCIAL SCIENCE RESEARCH NETWORK, CONTRIBUTING TO THEIR MISSION OF PROVIDING OBJECTIVE, SOLUTIONS-BASED ACADEMIC RESEARCH TO INFORM PUBLIC POLICY DISCUSSIONS. 0 0 831318 1 1 0 0 0 0 0 0 0 0 0 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 2 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 3 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X LAWRENCE J SPIWAK 2022740235 5335 WISCONSIN AVENUE NW STE 440 WASHINGTON DC 20015 LAWRENCE J SPIWAK PRESIDENT 40.00 X X 315300 0 79138 GEORGE FORD PHD SENIOR VICE-PRESIDENT/CHIE 40.00 X X 315300 0 79138 JERRY B DUVALL DIRECTOR 2.00 X 0 0 0 ROBERT B EKELUND JR DIRECTOR 2.00 X 0 0 0 DARYL BASSETT DIRECTOR 2.00 X 0 0 0 630600 0 158276 2 0 1 0 0 947000 947000 1231 1231 948231 0 0 1231 X 788876 670544 59166 59166 31142 26470 2336 2336 22470 22470 126000 126000 21184 19066 1059 1059 12118 12118 2200 1980 110 110 2811 2811 6008 6008 DUES AND SUBSCRIPTIONS 8413 7571 421 421 EXPENSE REIMBURSEMENT -41250 -41250 979972 831318 85562 63092 282554 259344 188755 189987 30598 30598 501907 479929 3836 13599 3836 13599 X 498071 466330 498071 466330 501907 479929 -31741 0 X 0 0 0 X 919455 973239 935928 902513 947000 4678135 919455 973239 935928 902513 947000 4678135 2783552 1894583 187 234 306 427 1231 2385 233074 12 233086 4913606 52 0.38560 0.44730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 1 0 LAWRENCE J SPIWAK PRESIDENT 162000 0 153300 0 0 0 43500 0 35638 0 394438 0 0 0 GEORGE FORD PHD SENIOR VICE-PRESIDENT/CHIE 162000 0 153300 0 0 0 43500 0 35638 0 394438 0 0 0 PART I, LINE 7 BONUSES WERE PAID IN 2023 BASED ON PERFORMANCE. FORM 990, PART VI, SECTION B, LINE 11B REVIEW OF FORM 990: THE BOARD OF DIRECTORS HAVE DELEGATED REVIEW OF THE FORM 990 TO THE PRESIDENT/TREASURER. FORM 990, PART VI, SECTION C, LINE 18 AVAILABILITY OF DOCUMENTS THE ORGANIZATION'S GOVERNING DOCUMENTS AND FORM 990 WILL BE MADE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. IT DOES PROVIDE ITS GOVERNING DOCUMENTS AND FORM 990 UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING & RESEARCH: PROGRAM SERVICE EXPENSES 126,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 126,000.