2025-12-09T11:55:06-06:00 2024-12-31 742900215 MAXWELL LOCKE & RITTER LLP 401 CONGRESS AVENUE SUITE 2000 AUSTIN TX 787019682 990 2024-01-01 854374227 CICERO ACTION CICE 5128152028 2112 RIO GRANDE STREET AUSTIN TX 78705 BRYAN SUNDERLAND EXECUTIVE DIRECTOR 5128152028 2025-12-02 1 0 SHANNON PETERSON P01281287 5123703200 2025-12-02 2024 2025-03-06 01:10:19Z AMERICAN PHALANX BRYAN SUNDERLAND 2112 RIO GRANDE STREET AUSTIN TX 78705 5952372 0 X CICEROACTION.ORG X 2020 TX CICERO ACTION IS A NONPROFIT, NONPARTISAN 501(C)(4) ORGANIZATION THAT OPERATES, ALONG WITH ITS RELATED AND INDEPENDENT 501(C)(3) ORGANIZATION CICERO RESEARCH, AS THE CICERO INSTITUTE. CICERO ACTION'S MISSION IS TO SUPPORT ACTIVITIES THAT EMBRACE THE PRINCIPLES OF A FREE SOCIETY AND PROMOTE THE PRINCIPLES OF LIBERTY, ACCOUNTABILITY, AND TRANSPARENCY TO FIX BROKEN PUBLIC SYSTEMS AND LIFT UP MILLIONS OF AMERICANS. 5 5 0 5 0 0 2150000 5894828 0 55000 1268 2544 0 0 2151268 5952372 0 0 0 0 0 692290 0 0 10993 1820198 2155917 1820198 2848207 331070 3104165 1516028 4607945 71772 59524 1444256 4548421 X CICERO ACTION IS A NONPROFIT, NONPARTISAN 501(C)(4) ORGANIZATION THAT OPERATES, ALONG WITH ITS RELATED AND INDEPENDENT 501(C)(3) ORGANIZATION CICERO RESEARCH, AS THE CICERO INSTITUTE. CICERO ACTION'S MISSION IS TO SUPPORT ACTIVITIES THAT EMBRACE THE PRINCIPLES OF A FREE SOCIETY AND PROMOTE THE PRINCIPLES OF LIBERTY, ACCOUNTABILITY, AND TRANSPARENCY TO FIX BROKEN PUBLIC SYSTEMS AND LIFT UP MILLIONS OF AMERICANS. 0 0 1675161 55000 STATE OUTREACH / LOBBYING ENGAGEMENT:CICERO ACTION UNDERTOOK ACTIVITIES SUCH AS LEGISLATIVE ADVOCACY, OUTREACH, AND EDUCATION. 1675161 0 1 0 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 16 0 0 0 0 0 0 0 0 0 0 X 5 5 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA CT FL GA HI IL KS MD MA MI MN MS NH NJ NM NY ND OR PA RI SC TN KY UT WV WI X THE ORGANIZATION 5128152028 2112 RIO GRANDE STREET AUSTIN TX 78705 JOSEPH LONSDALE CHAIRMAN 1.00 1.00 X X 0 0 0 BLAKE BRICKMAN DIRECTOR 1.00 1.00 X 0 0 0 CHARLES FENG DIRECTOR 1.00 1.00 X 0 0 0 DHANI JONES DIRECTOR 1.00 1.00 X 0 0 0 TAYLER LONSDALE DIRECTOR 1.00 1.00 X 0 0 0 BRYAN SUNDERLAND EXECUTIVE DIRECTOR 30.00 10.00 X 194390 68735 34964 RYAN VASSAR SECRETARY 3.00 37.00 X 22652 239348 34866 WHITNEY MUNRO TREASURER 1.00 1.00 X 0 0 0 217042 308083 69830 1 0 1 0 AUGUST STRATEGY GROUP LLC 2650 SHIRLINGTON ROAD ARLINGTON VA 22206 GOVERNMENTAL AFFAIRS CONSULTING SERVICES 195000 CAPITAL CITY CONSULTING 124 W JEFFERSON STREET TALLAHASSEE FL 32301 FLORIDA LEGISLATIVE & EXECUTIVE BRANCH C 104583 2 5894828 5894828 LOBBYING SERVICES 900099 55000 55000 55000 2544 2544 5952372 55000 0 2544 247154 77012 166271 3871 445136 138703 299462 6971 10210 8235 1975 36984 29829 7155 1439027 1160639 278388 115218 92928 22290 1630 6 1624 836 182 503 151 26600 26600 260551 162775 97776 5950 3717 2233 5844 5844 12537 12537 DUES AND SUBSCRIPTIONS 202000 1000 201000 OPERATIONS 32991 117 32874 OTHER EXPENSES 5539 18 5521 2848207 1675161 1162053 10993 1319302 705387 3661933 186012 231755 23375 18505 10714 4870 0 4000 1516028 4607945 68772 59524 3000 0 71772 59524 X 1444256 4548421 1444256 4548421 1516028 4607945 3104165 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23375 18505 4870 4870 5952372 0 5952372 0 5952372 2848207 0 2848207 0 2848207 X 1 1 X X X X 0 0 0 0 0 0 0 1 0 BRYAN SUNDERLAND EXECUTIVE DIRECTOR 159390 68735 35000 0 0 0 6900 2839 17871 7354 219161 78928 0 0 RYAN VASSAR SECRETARY 22652 214348 0 25000 0 0 1391 7692 3949 21834 27992 268874 0 0 PART I, LINE 1A THERE WERE A FEW FIRST CLASS FLIGHTS PURCHASED AND APPROVED DURING 2024. THESE FELL WITHIN POLICY. PART I, LINE 7 THE ORGANIZATION AUTHORIZED NONFIXED PAYMENTS, SUCH AS DISCRETIONARY BONSUES, ATTRIBUTABLE TO PERFORMANCE IN EMPLOYMENT. PART VII, SCHEDULE J, PART II BRYAN SUNDERLAND, AN EMPLOYEE OF ARPINUM, SERVES IN THE CAPACITY OF EXECUTIVE DIRECTOR OF CICERO ACTION. AS NOTED IN SCHEDULE R, ARPINUM IS A RELATED ENTITY CONTROLLED BY CICERO ACTION'S CURRENT SOLE MEMBER. AS SUCH, THE AMOUNT OF MR. SUNDERLAND'S COMPENSATION ATTRIBUTABLE TO HIS WORK AS EXECUTIVE DIRECTOR OF CICERO ACTION IS BEING REPORTED ON CICERO ACTION'S FORM 990 AND DISCLOSED IN THE APPLICABLE RELATED ORGANIZATION SECTIONS OF THE FORM 990, (E.G., PART VII, COLUMNS E AND F AND SCHEDULE J, PART II, ROW (II) AND SCHEDULE J PART III). HOWEVER, IT IS IMPORTANT TO NOTE THAT ARPINUM IS A NONSTOCK CORPORATION THAT IS PROHIBITED FROM DISTRIBUTING ITS PROCEEDS TO ITS DIRECTORS. CICERO ACTION PAYS ARPINUM AN AMOUNT EQUAL TO THE DIRECT COSTS INCURRED BY ARPINUM AND RELATED PREPAID COSTS ATTRIBUTABLE TO ITS SERVICES. FORM 990, PART VI, SECTION A, LINE 2 JOSEPH AND TAYLER LONSDALE HAVE A FAMILY RELATIONSHIP. JOSEPH LONSDALE AND BLAKE BRICKMAN HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 JOSEPH LONSDALE IS THE SOLE MEMBER OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBER HAS THE RIGHT TO ELECT AND REMOVE THE BOARD OF DIRECTORS OF THE CORPORATION IN ACCORDANCE WITH THE BYLAWS OF THE CORPORATION AND EXERCISE SUCH OTHER RIGHTS OF THE MEMBER AS MAY BE SET FORTH IN THE BYLAWS OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE ORGANIZATION'S AUDIT COMMITTEE AND PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO REVIEW AND SIGN CONFLICT OF INTEREST STATEMENTS ON AN ANNUAL BASIS. THE ORGANIZATION CONSIDERS IF THERE IS A CONFLICT, IF THERE IS THAT INDIVIDUAL IS RECUSED, AND THE ORGANIZATION REVISITS THE POLICY DURING OUR REVIEW OF THE ANNUAL GOVERNANCE CHECKLIST. A. DUTY TO DISCLOSE - IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. B. RECUSAL OF SELF - ANY DIRECTOR MAY RECUSE HIMSELF OR HERSELF AT ANY TIME FROM INVOLVEMENT IN ANY DECISION OR DISCUSSION IN WHICH THE DIRECTOR BELIEVES HE OR SHE MAY HAVE A CONFLICT OF INTEREST, WITHOUT GOING THROUGH THE PROCESS FOR DETERMINING WHETHER A CONFLICT OF INTEREST EXISTS. C. DETERMINING WHETHER A CONFLICT OF INTEREST EXISTS - AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE WILL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF THE CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS WILL DECIDE IF A CONFLICT OF INTEREST EXISTS. D. PROCEDURES FOR ADDRESSING THE CONFLICT OF INTEREST 1. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE MUST LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. 2. THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE WILL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. 3. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE WILL DETERMINE WHETHER CICERO RESEARCH CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. 4. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE WILL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN CICERO ACTION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION, IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. E. VIOLATIONS OF THE CONFLICTS OF INTEREST POLICY 1. IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE THAT A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THAT MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THAT MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. 2. IF, AFTER HEARING THAT MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT WILL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S BOARD OF DIRECTORS HAS ADOPTED A COMPENSATION POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE THE DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C THE BOARD OF DIRECTORS OVERSEE THE CORPORATION'S ANNUAL FINANCIAL AUDIT TO INCLUDE APPOINTING THE INDEPENDENT AUDITOR AND REVIEWING ITS PERFORMANCE. CICERO RESEARCH 2112 RIO GRANDE STREET AUSTIN TX 78705 861325445 CREATES EDUCATIIONAL MATERIALS TO ADVANCE OPPORTUNITY FOR ALL TX 501(C)(3) LINE 7 0 ARPINUM 2112 RIO GRANDE ST AUSTIN TX 78705 871216086 EMPLOYMENT SERVICES VA C 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 1 0 0 0 ARPINUM K 26600 GAAP ARPINUM M 741791 GAAP ARPINUM P 206837 GAAP