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Nonprofiteer
← JEFFERSONIAN PROJECT

Form 990 for tax year 2023

Filed by JEFFERSONIAN PROJECT.

Totals

Total revenue
$140,000
Total expenses
$166,669
Contributions and grants received
$140,000
Grants paid
$0
Program services expenses (Part IX)
$112,923
Management and general expenses
$53,746
Fundraising expenses
$0
Program service expenses (Part III)
$112,923

Program services were 67.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • LISA NELSON

    CEO

    Total calculated
    $442,852
    From this org
    $0
    From related orgs
    $433,318
    Other
    $9,534
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $328,600 related
    Bonus
    $0 + $104,718 related
    Other
    $0
    Deferred
    $0 + $9,150 related
    Nontaxable benefits
    $0 + $384 related
    Filer's total
    $0 + $442,852 related
  • LISA BOWEN

    CFO

    Total calculated
    $262,201
    From this org
    $0
    From related orgs
    $227,308
    Other
    $34,893
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $207,308 related
    Bonus
    $0 + $20,000 related
    Other
    $0
    Deferred
    $0 + $9,092 related
    Nontaxable benefits
    $0 + $25,801 related
    Filer's total
    $0 + $262,201 related
  • JONATHAN WILLIAMS

    CHIEF ECONOMIST

    Total calculated
    $260,001
    From this org
    $0
    From related orgs
    $225,192
    Other
    $34,809
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $205,192 related
    Bonus
    $0 + $20,000 related
    Other
    $0
    Deferred
    $0 + $9,008 related
    Nontaxable benefits
    $0 + $25,801 related
    Filer's total
    $0 + $260,001 related
  • MARIE VULAJ

    VP-PARTNERSHIPS & ENGAGEMENTS

    Total calculated
    $232,785
    From this org
    $0
    From related orgs
    $199,423
    Other
    $33,362
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $184,423 related
    Bonus
    $0 + $15,000 related
    Other
    $0
    Deferred
    $0 + $7,977 related
    Nontaxable benefits
    $0 + $25,385 related
    Filer's total
    $0 + $232,785 related
  • LEE SCHALK

    SENIOR DIRECTOR OF POLICY

    Total calculated
    $188,715
    From this org
    $0
    From related orgs
    $161,539
    Other
    $27,176
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $151,539 related
    Bonus
    $0 + $10,000 related
    Other
    $0
    Deferred
    $0 + $6,462 related
    Nontaxable benefits
    $0 + $20,714 related
    Filer's total
    $0 + $188,715 related
  • MICHAEL BOWMAN PRESIDENT

    SR. FELLOW OF ALEC - UNTIL 12/2023

    Total calculated
    $160,495
    From this org
    $0
    From related orgs
    $144,000
    Other
    $16,495
    Hours/week
    18 + 22 related

    Schedule J breakdown matched by us

    Base
    $0 + $144,000 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $5,760 related
    Nontaxable benefits
    $0 + $10,735 related
    Filer's total
    $0 + $160,495 related
  • LINDA UPMEYER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • ADAM BRANDON

    DIRECTOR - UNTIL 10/2023

    Total calculated
    $0
    Hours/week
    1
  • BILL CARMICHAEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • WILHELM MEIERLING

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

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 — 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

None.

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

The filer's explanations (Part III)

PART I, LINE 3
THE JEFFERSONIAN PROJECT DOES NOT DIRECTLY HIRE OR COMPENSATE EMPLOYEES. ALL EMPLOYEES ARE EMPLOYEES OF AMERICAN LEGISLATIVE EXCHANGE COUNCIL (ALEC), A RELATED ORGANIZATION EXEMPT UNDER THE IRS SECTION 501(C)(3). ALEC AND THE JEFFERSONIAN PROJECT HAVE ENTERED INTO A COST SHARING AGREEMENT UNDER WHICH THE JEFFERSONIAN PROJECT REIMBURSES ALEC FOR THE JEFFERSONIAN PROJECT'S ALLOCABLE SHARE OF THE COMPENSATION OF CERTAIN EMPLOYEES FOR PROVIDING SERVICES TO THE JEFFERSONIAN PROJECT.

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.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
8 November 2024
IRS schema version
2023v5.1
Source object
202433169349302578

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