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← AMERICAN ANTI TRUST INSTITUTE INC

Form 990 for tax year 2023

Filed by AMERICAN ANTI TRUST INSTITUTE INC.

Totals

Total revenue
$782,253
Total expenses
$1,255,942
Contributions and grants received
$716,529
Grants paid
$0
Program service revenue
$26,481
Investment income
$39,243
Other revenue
$0
Total assets, end of year
$2,589,915
Total liabilities, end of year
$19,158
Net assets or fund balances, end of year
$2,570,757
Program services expenses (Part IX)
$943,620
Management and general expenses
$218,049
Fundraising expenses
$94,273
Program service expenses (Part III)
$943,620

Program services were 75.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $36,000

  • 1f · All other contributions, gifts and grants

    $680,529

  • 2a · Program service revenue: CONFERENCE/REG. FEES

    total $26,481 · related or exempt $26,481

  • 3 · Investment income

    total $79,072 · excluded $79,072

  • 7a · Gross sales of assets other than inventory

    securities $702,830

  • 7b · Less cost or other basis and sales expenses

    securities $742,659

  • 7c · Gain or loss

    securities -$39,829

  • 7d · Net gain or loss

    total -$39,829 · excluded -$39,829

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $422,157 · program services $320,839 · management and general $50,659 · fundraising $50,659

  • 7 · Other salaries and wages

    total $104,737 · program services $79,601 · management and general $12,568 · fundraising $12,568

  • 8 · Pension plan contributions

    total $26,989 · program services $20,921 · management and general $3,034 · fundraising $3,034

  • 9 · Other employee benefits

    total $4,569 · program services $3,063 · management and general $753 · fundraising $753

  • 10 · Payroll taxes

    total $34,869 · program services $26,501 · management and general $4,184 · fundraising $4,184

  • 11c · Fees: accounting

    total $28,640 · management and general $28,640

  • 11f · Fees: investment management

    total $8,250 · management and general $8,250

  • 11g · Fees: other

    total $439,002 · program services $397,905 · management and general $27,050 · fundraising $14,047

  • 13 · Office expenses

    total $16,248 · program services $11,489 · management and general $3,864 · fundraising $895

  • 14 · Information technology

    total $17,133 · program services $13,021 · management and general $2,056 · fundraising $2,056

  • 16 · Occupancy

    total $25,016 · program services $19,012 · management and general $3,002 · fundraising $3,002

  • 17 · Travel

    total $30,904 · program services $2,002 · management and general $28,902

  • 19 · Conferences, conventions and meetings

    total $70,095 · program services $29,750 · management and general $40,345

  • 22 · Depreciation, depletion and amortization

    total $1,667 · management and general $1,667

  • 23 · Insurance

    total $4,840 · program services $3,678 · management and general $581 · fundraising $581

  • 24a · Other expenses: DUES AND SUBSCRIPTIONS

    total $20,826 · program services $15,838 · management and general $2,494 · fundraising $2,494

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,295,865 · end of year $791,595

  • 9 · Prepaid expenses and deferred charges

    beginning of year $3,671 · end of year $1,903

  • 10a · Land, buildings and equipment: cost or other basis

    $58,600

  • 10b · Land, buildings and equipment: accumulated depreciation

    $30,267

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $28,333

  • 11 · Investments: publicly traded securities

    beginning of year $1,586,209 · end of year $1,759,930

  • 15 · Other assets

    beginning of year $6,545 · end of year $8,154

  • 17 · Accounts payable and accrued expenses

    beginning of year $20,975 · end of year $19,158

  • 27 · Net assets without donor restrictions

    beginning of year $2,871,315 · end of year $2,570,757

Mission and programs · 2023

Mission

PROMOTE COMPETITION THAT PROTECTS CONSUMERS, BUSINESSES, AND SOCIETY.

Activities or mission (Part I)

PROMOTE COMPETITION THAT PROTECTS CONSUMERS, BUSINESS, AND SOCIETY.

  • 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.

    Expenses $943,620 · Revenue $26,481

As filed on the 2023 return.

Listed in Part VII

  • Pamela Gilbert

    CHAIR

    Total calculated
    $0
    Hours/week
    3

  • Gregory T Gundlach

    TREASURER

    Total calculated
    $0
    Hours/week
    3

  • Robert H Lande

    SECRETARY

    Total calculated
    $0
    Hours/week
    3

  • Joseph Bruckner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Joshua P Davis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Roberta D Liebenberg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Ellen Meriwether

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Diana Moss

    PRESIDENT UNTIL AUGUST 2023

    Total calculated
    $215,907
    From this org
    $177,032
    From related orgs
    $0
    Other
    $38,875
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $177,032
    Bonus
    $0
    Other
    $0
    Deferred
    $38,875
    Nontaxable benefits
    $0
    Filer's total
    $215,907

  • Kathleen W Bradish Vp

    ACTING PRESIDENT AS OF AUGUST 2023

    Total calculated
    $206,250
    From this org
    $165,000
    From related orgs
    $0
    Other
    $41,250
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $165,000
    Bonus
    $0
    Other
    $0
    Deferred
    $41,250
    Nontaxable benefits
    $0
    Filer's total
    $206,250

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Form 990 of other organizations
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
6 November 2024
IRS schema version
2023v5.1
Source object
202433119349302703

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