Nonprofit · EIN 86-0597661
BARRY GOLDWATER INSTITUTE FOR PUBLIC POLICY RESEARCH
Tax-exempt · PHOENIX, AZ 85004
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $12,677,478 | $8,162,349 | $4,515,129 | $44,169,498 | $380,949 | $43,788,549 |
| December 31, 2023 | 990 | $31,686,371 | $7,625,402 | $24,060,969 | $38,709,912 | $613,619 | $38,096,293 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $11,437,596
- Program service revenue
- $379,882
- Investment income
- $843,246
- Net gain from sales of assets
- -$340,893
- Net income from fundraising events
- $14,220
- Net income from sales of inventory
- $1,437
- Other revenue
- $16,754
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $660,931
- Other salaries and wages
- $3,412,745
- Salaries, compensation and benefits (total)
- $4,698,563
- Professional fundraising fees
- $132,163
- Legal fees
- $91,621
- Accounting fees
- $42,317
- Occupancy
- $115,837
- Travel
- $156,693
- Depreciation
- $153,110
- Program services (functional)
- $6,736,317
- Management and general (functional)
- $444,390
- Fundraising (functional)
- $981,642
Balance sheet and other
- Total assets, start of year
- $38,709,912
- Total assets, end of year
- $44,169,498
- Total liabilities, end of year
- $380,949
- Net assets, end of year
- $43,788,549
- Land, buildings and equipment
- $1,384,955
- Publicly traded securities
- $38,614,171
- Net assets without donor restrictions
- $15,248,812
- Net assets with donor restrictions
- $28,539,737
- Gross receipts
- $54,343,317
- Employees
- 47
- Volunteers
- 36
- Year formed
- 1988
- State of legal domicile
- AZ
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| VICTOR RICHES | PRESIDENT/CEO Officer | 40 | $287,311 | $12,027 |
| TIMOTHY SANDEFUR | VP FOR LITIGATION Highest-paid employee | 40 | $213,428 | $22,576 |
| CHRISTINA SANDEFUR | EXECUTIVE VP Key employee | 40 | $207,136 | $22,462 |
| MATTHEW BEIENBURG | DIRECTOR OF EDUCATION POLICY Highest-paid employee | 40 | $166,987 | $28,169 |
| JONATHAN RICHES | VP FOR LITIGATION & GENERAL COUNSEL Highest-paid employee | 40 | $186,766 | $7,987 |
| MICHAEL BROWNFIELD | DIRECTOR OF COMMUNICATIONS Highest-paid employee | 40 | $163,386 | $20,644 |
| CHRISTOPHER THOMAS | DIRECTOR OF LEGAL STRATEGY Highest-paid employee | 40 | $165,231 | $6,616 |
| ROGER ZETAH | CFO/CORP SECRETARY Officer | 40 | $104,829 | $27,166 |
| ERIC CROWN | CHAIRMAN Trustee or director, Officer | 5 | $0 | $0 |
| BARRY GOLDWATER JR | DIRECTOR Trustee or director | 4 | $0 | $0 |
| RANDY P KENDRICK | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| JOHN COTTON | DIRECTOR Trustee or director | 3 | $0 | $0 |
| CHRISTOPHER GLEASON | VICE CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| GROVER NORQUIST | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| CHARLES LAWRENCE | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TOM HATTEN | DIRECTOR Trustee or director | 0.5 | $0 |
| DOUGLAS DUCEY | DIRECTOR Trustee or director | 0.5 | $0 |
990 for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| VICTOR RICHES | PRESIDENT/CEO Officer | 40 | $266,691 | $11,276 |
| TIMOTHY SANDEFUR | VP FOR LITIGATION Highest-paid employee | 40 | $209,822 | $21,606 |
| CHRISTINA SANDEFUR | EVP Key employee | 40 | $188,111 | $20,696 |
| JONATHAN RICHES | VP FOR LITIGATION & GENERAL COUNSEL Highest-paid employee | 40 | $180,238 | $7,704 |
| MICHAEL BROWNFIELD | DIRECTOR OF COMMUNICATIONS Highest-paid employee | 40 | $143,014 | $18,797 |
| HEATHER CURRY | DIRECTOR OF STRATEGIC ENGAGEMENT Highest-paid employee | 40 | $139,351 | $16,750 |
| SCOTT FREEMAN | SENIOR ATTORNEY Highest-paid employee | 40 | $127,448 | $6,124 |
| ROGER ZETAH | CFO/CORP SECRETARY Officer | 40 | $104,816 | $26,501 |
| ERIC CROWN | CHAIRMAN Trustee or director, Officer | 5 | $0 | $0 |
| BARRY GOLDWATER JR | DIRECTOR Trustee or director | 4 | $0 | $0 |
| RANDY P KENDRICK | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| JOHN COTTON | DIRECTOR Trustee or director | 3 | $0 | $0 |
| CHRISTOPHER GLEASON | VICE CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| GROVER NORQUIST | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| CHARLES LAWRENCE | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 |
| TOM HATTEN | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| DOUGLAS DUCEY | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 500 E CORONADO RD, PHOENIX, AZ 85004-1543
- Principal officer (990 for 2024)
- VICTOR RICHES, 500 EAST CORONADO ROAD, PHOENIX, AZ 85004
- Signed the 990
- VICTOR RICHES, PRESIDENT/CEO
- Phone
- (602) 462-5000
- Website
- WWW.GOLDWATERINSTITUTE.ORG
- Return prepared by
- CBIZ ADVISORS LLC
Mission
THROUGH RESEARCH, INVESTIGATIONS, STRATEGIC LITIGATION, TESTIMONY, ADVOCACY, AND EDUCATION, THE GOLDWATER INSTITUTE ADVANCES PUBLIC POLICY AND A RULE OF LAW UNDER WHICH INDIVIDUALS CAN SHAPE THEIR OWN DESTINIES AS FREE MEN AND WOMEN. WE HELP CITIZENS UNDERSTAND AND ADOPT POLICIES THAT SUSTAIN AND RESTORE ECONOMIC LIBERTY, EDUCATIONAL FREEDOM, PERSONAL RESPONSIBILITY, AND CONSTITUTIONAL LIMITS ON GOVERNMENT POWER CONSISTENT WITH THE FOUNDING PRINCIPLES OF OUR CONSTITUTIONAL REPUBLIC. WHEN GOVERNMENT OVERSTEPS ITS PROPER BOUNDS, THE GOLDWATER INSTITUTE USES PUBLIC INTEREST LITIGATION TO ENFORCE INDIVIDUAL RIGHTS AND CONSTRAINTS ON GOVERNMENT POWER GUARANTEED BY OUR STATE AND FEDERAL CONSTITUTIONS.
Program accomplishments
- POLICY ANALYSIS, RESEARCH AND EDUCATION, EXTERNAL AFFAIRS: THE GOLDWATER INSTITUTE CONDUCTS SCHOLARLY RESEARCH AND IN-DEPTH ANALYSIS OF STATE-LEVEL PUBLIC POLICY ISSUES AND COMMUNICATES THAT RESEARCH TO THE PUBLIC. OUR PRIMARY AREAS OF RESEARCH INCLUDE CONSTITUTIONAL LAW, EDUCATION REFORM, AND HEALTHCARE POLICY. IN 2024, WE DELIVERED 80 PUBLIC SPEECHES, DISTRIBUTED 8 POLICY REPORTS, AND TESTIFIED REGULARLY BEFORE LEGISLATIVE COMMITTEES. IN 2024, WE HAD 50 VICTORIES, WHICH INCLUDED POLICIES ADOPTED BY STATE LEGISLATURES NATIONWIDE AND FINAL DIRECT LITIGATION VICTORIES. GOLDWATER'S WORK SAFEGUARDS PATIENTS' RIGHT TO TRY CUTTING-EDGE, INDIVIDUALIZED TREATMENTS (THE INSTITUTE'S ORIGINAL RIGHT TO TRY BECAME LAW IN 41 STATES BEFORE BEING SIGNED INTO FEDERAL LAW, AND 15 STATES HAVE ALREADY ADOPTED THE INSTITUTE'S EXPANSION). OTHER VICTORIES INCLUDE STATE LAWS THAT: ALLOW WORKERS LICENSED IN ONE STATE TO CONTINUE WORKING WHEN THEY MOVE TO A NEW STATE, WITHOUT HAVING TO SPEND TIME AND MONEY GETTING ANOTHER LICENSE TO DO THE SAME JOB (THIS REFORM IS LAW IN OVER HALF THE STATES AND IN WASHINGTON, D.C.); EMPOWER FAMILIES WITH GREATER EDUCATIONAL OPTIONS THAT FIT THEIR CHILDREN'S UNIQUE NEEDS (22 STATES HAVE APPROVED PROGRAMS BASED ON GOLDWATER'S EDUCATION SAVINGS ACCOUNTS); RESTORE PUBLIC UNIVERSITIES TO THEIR ORIGINAL PURPOSE WHILE CRACKING DOWN ON IDEOLOGICAL DOGMATISM AND RACE-BASED PREFERENCES; END JUDICIAL DEFERENCE TO ADMINISTRATIVE AGENCIES AND BUREAUCRACIES AND PROVIDE MORE PROTECTIONS FOR THE RIGHT TO EARN A LIVING. THIS WORK WAS SUPPORTED IN PART THROUGH OUR RONALD REAGAN FELLOWS PROGRAM, WHICH DEVELOPS YOUNG TALENT BY TEACHING AND EMPLOYING 15 INTERNS AND LAW CLERKS.Expenses $3,436,394 · revenue $1,437
- PUBLIC INTEREST LITIGATION: THE GOLDWATER INSTITUTE LITIGATES CONSTITUTIONAL ISSUES OF CONCERN TO THE PUBLIC, PARTICULARLY UNDER THE STATE CONSTITUTIONS, ON BEHALF OF AMERICANS WHO WOULD NOT BE IN A POSITION TO DEFEND AGAINST THE HEAVY HAND OF GOVERNMENT WITHOUT ASSISTANCE OR EXPERTISE. WE DEFEND TAXPAYER AND PROPERTY RIGHTS, FREE SPEECH AND FREE ENTERPRISE, AND EDUCATIONAL CHOICE. WE ENFORCE CONSTITUTIONAL LIMITS ON GOVERNMENT POWER. OUR CASES SEEK TO SET BROAD LEGAL PRECEDENTS TO PROTECT THE FREEDOMS OF OUR CLIENTS AND ALL AMERICANS. THE GOLDWATER INSTITUTE ALSO MANAGES A SUCCESSFUL "LITIGATION BY LETTERHEAD" EFFORT, WHERE WE INDUCE GOVERNMENT TO CEASE UNLAWFUL ACTIONS BY PROVIDING THEM WITH INFORMATION BY LETTER, WITHOUT HAVING TO GO TO COURT. IN 2024, WE HAD 41 ACTIVE LAWSUITS, AND WE ADVANCED CUTTING-EDGE LEGAL SCHOLARSHIP IN THE COURTS BY PARTICIPATING AS AMICUS CURIAE ("FRIEND OF THE COURT") IN 45 CASES. WE WON 21 LEGAL VICTORIES THROUGH DIRECT LITIGATION AND BY FILING AMICUS BRIEFS.Expenses $1,926,796 · revenue $379,882
- COMMUNICATIONS: IN 2024, THE GOLDWATER INSTITUTE CONTINUED TO CAPTURE NATIONAL MEDIA ATTENTION WITH INTERVIEWS AND NEWS REPORTS ABOUT ITS SUCCESSFUL EFFORTS TO DEFEND INDIVIDUAL LIBERTIES. THE GOLDWATER INSTITUTE'S MEDIA RELATIONS EFFORTS ARE BUILT ON A MULTI-LEVEL STRATEGIC APPROACH THAT HARNESSES THE POWER OF ITS IN-HOUSE DIGITAL PLATFORMS, THE REACH OF TRADITIONAL MEDIA, AND THE VIRALITY OF SOCIAL MEDIA TO REACH AUDIENCES ACROSS THE COUNTRY. THE RESULTS ARE SEEN BY COUNTLESS AMERICANS ON THE PAGES OF THE NATION'S MOST NOTABLE NEWSPAPERS AND MOST-WATCHED NEWS NETWORKS. GOLDWATER INSTITUTE EXPERTS AND CLIENTS PUBLISHED 87 OP-EDS AND LETTERS TO THE EDITOR IN 2024, IN OUTLETS THAT INCLUDED THE WALL STREET JOURNAL, FOX NEWS, NATIONAL REVIEW, THE WASHINGTON TIMES, THE WASHINGTON EXAMINER, THE HILL, USA TODAY, THE ORANGE COUNTY REGISTER, THE TENNESSEAN, THE ARIZONA REPUBLIC, AND THE ARIZONA CAPITOL TIMES, WHOSE COMBINED ONLINE CIRCULATION EXCEEDS 180 MILLION READERS PER MONTH. OUR EXPERTS WERE ALSO A REGULAR PRESENCE ON NATIONAL CABLE TV NEWS NETWORKS, NATIONALLY SYNDICATED RADIO SHOWS, AND LOCAL BROADCAST TV AND RADIO, SHARING GOLDWATER'S WORK WITH AN EVEN WIDER AUDIENCE. ALL TOLD, THE GOLDWATER INSTITUTE MORE THAN DOUBLED ITS APPEARANCES ON NATIONAL TELEVISION, APPEARING 51 TIMES ON PROGRAMS INCLUDING FOX & FRIENDS, NEWSMAX SATURDAY AGENDA, NEWSNATION MORNING IN AMERICA, REAL AMERICA'S VOICE SPECIAL REPORT, SINCLAIR BROADCAST GROUP'S NATIONAL DESK, ABC 15 ARIZONA, TELEMUNDO ARIZONA, WLKY-TV IN KENTUCKY, AND WILKOW! ON SALEM NEWS CHANNEL. THE GOLDWATER INSTITUTE GARNERED MORE THAN 6,800 MENTIONS IN TRADITIONAL (PRINT, RADIO, TELEVISION, AND ONLINE) AND SOCIAL MEDIA OUTLETS. THE GOLDWATER INSTITUTE DOES NOT JUST RELY ON OUTSIDE MEDIA OUTLETS TO DISSEMINATE ITS MESSAGE. IN 2024, THE GOLDWATER INSTITUTE LEVERAGED THE POWER OF SOCIAL MEDIA TO ENGAGE AUDIENCES AND COMMUNICATE ITS MESSAGE, INCLUDING ON FACEBOOK, LINKEDIN, X, INSTAGRAM, AND YOUTUBE. THE GOLDWATER INSTITUTE SHARED ORIGINAL ARTICLES, BLOG POSTS, INVESTIGATIVE REPORTS, LEGAL AND POLICY RESEARCH, GRAPHICS, AND GOLDWATER INSTITUTE-PRODUCED VIDEOS ON ALL PLATFORMS. THE GOLDWATER INSTITUTE'S FACEBOOK ACCOUNT RECEIVED OVER 600,000 IMPRESSIONS, AND ITS X ACCOUNT SURPASSED 520,000 IMPRESSIONS. ON YOUTUBE, THE GOLDWATER INSTITUTE'S VIDEOS RECEIVED OVER 85,000 VIEWS IN 2024, INCLUDING VIDEOS DISCUSSING TOPICS LIKE PROPERTY RIGHTS, FREE SPEECH, PARENTS' RIGHTS, AND EQUALITY.Expenses $1,373,127
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 86-0597661
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1989
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Public and societal benefit (W050)
- Assets (IRS master file)
- $44,169,498
- Income (IRS master file)
- $54,343,317
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $12,677,478 | $8,162,349 | $44,169,498 | XML |
| 990 | December 2023 | $31,686,371 | $7,625,402 | $38,709,912 | XML |
| 990 | December 2022 | $7,843,232 | $5,506,812 | $13,772,798 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 86-0597661).
Questions about BARRY GOLDWATER INSTITUTE FOR PUBLIC POLICY RESEARCH
- What is the EIN of BARRY GOLDWATER INSTITUTE FOR PUBLIC POLICY RESEARCH?
- The employer identification number (EIN) of BARRY GOLDWATER INSTITUTE FOR PUBLIC POLICY RESEARCH is 86-0597661.
- Is BARRY GOLDWATER INSTITUTE FOR PUBLIC POLICY RESEARCH tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to BARRY GOLDWATER INSTITUTE FOR PUBLIC POLICY RESEARCH tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BARRY GOLDWATER INSTITUTE FOR PUBLIC POLICY RESEARCH file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BARRY GOLDWATER INSTITUTE FOR PUBLIC POLICY RESEARCH due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BARRY GOLDWATER INSTITUTE FOR PUBLIC POLICY RESEARCH last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of BARRY GOLDWATER INSTITUTE FOR PUBLIC POLICY RESEARCH?
- The 990 for the year ended December 31, 2024 names VICTOR RICHES.
- Who are the officers and directors of BARRY GOLDWATER INSTITUTE FOR PUBLIC POLICY RESEARCH?
- The 990 for the year ended December 31, 2024 lists 17 people; 8 received compensation from the organization, the highest $287,311 (VICTOR RICHES, PRESIDENT/CEO).
- How much revenue does BARRY GOLDWATER INSTITUTE FOR PUBLIC POLICY RESEARCH have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $12,677,478, expenses of $8,162,349 and total assets of $44,169,498 at year end.
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