2025-11-14T08:34:25-06:00 2024-12-31 HAN GROUP LLC 1020 19TH STREET NW SUITE 800 WASHINGTON DC 20036 990 2024-01-01 521289734 CAPITAL RESEARCH CENTER CAPI 2024836900 1513 16TH STREET NW WASHINGTON DC 20036 SCOTT WALTER PRESIDENT 2024836900 2025-11-13 1 1 JENNIFER S HAN P00633304 2022937000 2025-11-13 2024 2025-03-06 01:10:19Z SCOTT WALTER 1513 16TH STREET NW WASHINGTON DC 20036 7606072 0 X WWW.CAPITALRESEARCH.ORG X 1983 DC TO PROMOTE A BETTER UNDERSTANDING OF CHARITY AND PHILANTHROPY. 7 7 36 7 0 0 7299720 7316895 1032 16864 147725 175200 14173 13907 7462650 7522866 0 0 0 0 2993633 3554412 0 0 2414910 4179937 4395919 7173570 7950331 289080 -427465 10811558 12390904 512396 493638 10299162 11897266 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 2167216 16864 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. 1099925 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 15,000 TOTAL ENTRIES, WITH APPROXIMATELY 7,500 LONG PROFILES COMPLETED. WEBSITE TRAFFIC WAS 2.3 MILLION UNIQUE USERS AND 4.5 MILLION PAGEVIEWS. ROUGHLY 2,000 USERS RECEIVE A MONTHLY EMAIL WITH INFORMATION ON INFLUENCEWATCH ENTRIES. 418852 COMMUNICATIONS: 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 NEW YORK TIMES, THE WASHINGTON POST, FOX NEWS, THE CHRONICLE OF PHILANTHROPY, NATIONAL REVIEW, REALCLEAR POLITICS, WASHINGTON EXAMINER, WASHINGTON FREE BEACON, THE DAILY CALLER, AMONG OTHERS. OUR HITS JUMPED TO CLOSE TO 4,500, AN INCREASE OF 12.5 PERCENT. CRC'S MANY EDUCATIONAL VIDEOS WERE VIEWED OVER 8.6 MILLION TIMES ON YOUTUBE AND FACEBOOK. 364313 OUTREACH 273518 CENTER FOR STRATEGIC GIVING 259108 SOCIAL MEDIA 75216 RESEARCH ARCHIVES 18045 DANGEROUS DOCUMENTARIES 990200 4676193 1 1 0 0 0 0 0 0 0 0 1 0 0 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 69 0 1 36 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 1 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 348450 0 80617 CHRISTOPHER KRUKEWITT CHIEF FINANCIAL & OPERATIONS OFFICER 40.00 X 120212 0 29548 KRISTEN EASTLICK SENIOR VICE PRESIDENT 40.00 X 201714 0 39459 DAN THOMPSON VP OF PHILANTHROPY & DEVELOPMENT 40.00 X 179073 0 42317 MICHAEL E HARTMANN SENIOR FELLOW AND DIRECTOR 40.00 X 171464 0 37236 TRACEY MILLER VICE PRESIDENT (AS OF MARCH) 40.00 X 122524 0 20488 JON RODEBACK MANAGING EDITOR & DIR. OF CONTENT 40.00 X 113817 0 40671 MICHAEL K WATSON RESEARCH DIRECTOR 40.00 X 110263 0 15546 BETH A BOTTCHER PHILANTHROPY OFFICER 40.00 X 105024 0 16838 1472541 0 322720 9 0 1 0 DIRECT MAIL MARKETING GROUP 22780 INDIAN CREEK DRIVE SUITE 100 DULLES VA 20166 SUPPORTER OUTREACH / SUPPORTER ACQUISITI 756383 HBP MARKETING LLC 952 FREDERICK STREET HAGERSTOWN MD 21740 SUPPORTER OATREACH 258503 MVP PRESS LLC 43720 TRADE CENTER PLACE SUITE 135 DULLES VA 20166 SUPPORTER OUTREACH / SUPPORTER ACQUISITI 254469 MICHAEL JAFFE STAMPS INC PO BOX 61484 VANCOUVER WA 98666 SUPPORTER OUTREACH / SUPPORTER ACQUISITI 204752 RIGHT OF CENTER LLC 226 BRIDGEWATER DRIVE STEPHENS CITY VA 55988 WEB TRAFFIC CONSULTANTS 180000 6 7316895 231760 7316895 PUBLICATION 900099 16864 16864 16864 174501 174501 83905 83206 699 699 699 REFUND 900099 5202 5202 HONORARIUM 900099 5000 5000 REIMBURSEMENT REVENUE 900099 3705 3705 13907 7522866 16864 0 189107 X 1250090 831184 191559 227347 1685760 1073442 248532 363786 205871 132146 29521 44204 211182 138411 29584 43187 201509 130728 30002 40779 13532 8605 4927 33389 33389 60367 60367 1295835 1154568 10908 130359 466862 349435 117427 508845 437872 48170 22803 124228 78838 14034 31356 82431 59681 9643 13107 254381 129668 15286 109427 9464 9375 89 478 478 67699 43920 10079 13700 35201 22836 5241 7124 FUNDRAISING EXPENSES 1271271 1271271 MEMBERSHIP DUES & SUBS. 75476 75356 51 69 LIST RENTALS 65465 65465 DONOR PREMIUMS 30796 30796 199 128 30 41 7950331 4676193 859228 2414910 1389348 740166 462881 571310 174 15832 51279 102723 1618891 1244520 442070 374371 7858328 9998072 573109 573109 34369 15321 10811558 12390904 478006 478097 34390 15541 512396 493638 X 9783259 11560340 515903 336926 10299162 11897266 10811558 12390904 -427465 2025569 0 X X 0 1 X 1 0 X 4666258 5737290 7055273 7299720 7316895 32075436 4666258 5737290 7055273 7299720 7316895 32075436 3175688 28899748 163944 146481 115711 148510 174501 749147 44998 24117 6497 5000 80612 32905195 28931 0.87830 0.86800 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2020 AMOUNT: $ 44,998. 2021 AMOUNT: $ 24,117. 2022 AMOUNT: $ 6,497. 2023 AMOUNT: $ 0. 2024 AMOUNT: $ 0. HONORARIUM - 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 0. 2024 AMOUNT: $ 5,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 114686 114686 1120801 942985 177816 383404 301535 81869 374371 OPERATING LEASE LIABILITY 5556 FINANCE LEASE LIABILITY 9985 15541 X 9488068 2025569 2025569 7462499 60367 60367 7522866 7889964 0 7889964 60367 60367 7950331 PART X, LINE 2: THE CENTER FOLLOWS THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ASC TOPIC 740, 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, 2024 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 348450 0 0 0 0 0 51750 0 28867 0 429067 0 0 0 KRISTEN EASTLICK SENIOR VICE PRESIDENT 201714 0 0 0 0 0 31006 0 8453 0 241173 0 0 0 DAN THOMPSON VP OF PHILANTHROPY & DEVELOPMENT 179073 0 0 0 0 0 28906 0 13411 0 221390 0 0 0 MICHAEL E HARTMANN SENIOR FELLOW AND DIRECTOR 171464 0 0 0 0 0 27109 0 10127 0 208700 0 0 0 JON RODEBACK MANAGING EDITOR & DIR. OF CONTENT 113817 0 0 0 0 0 13136 0 27535 0 154488 0 0 0 X 16 114334 FMV X GOOGLE ADS 1 117426 FMV 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, 2024. 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 15 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. THE LAST ADJUSTMENT FOR THE PRESIDENT WAS JULY, 2022. IN NOVEMBER OF EVERY YEAR, THE COMPENSATION OF MANAGEMENT, OFFICERS (OTHER THAN THE PRESIDENT), AND KEY EMPLOYEES IS REVIEWED WITH RESPECT TO MARKET CONDITIONS, INDUSTRY SALARY SURVEYS (SUCH AS AKRON), AND PREVAILING COST-OF-LIVING ADJUSTMENTS. 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 1,153,769. MANAGEMENT AND GENERAL EXPENSES 10,725. FUNDRAISING EXPENSES 98,761. TOTAL EXPENSES 1,263,255. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 31,349. TOTAL EXPENSES 31,349. STAFF DEVELOPMENT: PROGRAM SERVICE EXPENSES 799. MANAGEMENT AND GENERAL EXPENSES 183. FUNDRAISING EXPENSES 249. TOTAL EXPENSES 1,231. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.