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Nonprofiteer
← PELICAN INSTITUTE FOR PUBLIC POLICY

Form 990 for tax year 2023

Filed by PELICAN INSTITUTE FOR PUBLIC POLICY.

Totals

Total revenue
$2,580,722
Total expenses
$2,860,099
Contributions and grants received
$2,360,998
Grants paid
$5,000
Program service revenue
$10,140
Investment income
$11,147
Other revenue
$198,437
Total assets, end of year
$988,552
Total liabilities, end of year
$235,768
Net assets or fund balances, end of year
$752,784
Program services expenses (Part IX)
$2,535,889
Management and general expenses
$214,447
Fundraising expenses
$109,763
Program service expenses (Part III)
$2,535,889

Program services were 88.7% 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.

  • 1f · All other contributions, gifts and grants

    $2,360,998

  • 2a · Program service revenue: REGISTRATIONS

    total $10,140 · related or exempt $10,140

  • 3 · Investment income

    total $11,147 · excluded $11,147

  • 11a · Other revenue: SHARED SERVICES

    total $198,437 · related or exempt $198,437

  • 11e · Other revenue, total

    $198,437

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $5,000 · program services $5,000

  • 5 · Compensation of officers, directors and key employees

    total $186,119 · program services $139,589 · management and general $23,265 · fundraising $23,265

  • 7 · Other salaries and wages

    total $1,051,270 · program services $961,651 · management and general $35,606 · fundraising $54,013

  • 9 · Other employee benefits

    total $87,396 · program services $76,424 · management and general $5,406 · fundraising $5,566

  • 10 · Payroll taxes

    total $87,174 · program services $78,037 · management and general $4,206 · fundraising $4,931

  • 11b · Fees: legal

    total $9,095 · program services $9,095

  • 11c · Fees: accounting

    total $33,743 · management and general $33,743

  • 11g · Fees: other

    total $590,362 · program services $568,114 · management and general $10,697 · fundraising $11,551

  • 12 · Advertising and promotion

    total $255,816 · program services $255,816

  • 13 · Office expenses

    total $53,816 · program services $33,862 · management and general $11,745 · fundraising $8,209

  • 14 · Information technology

    total $14,334 · program services $9,371 · management and general $4,963

  • 16 · Occupancy

    total $52,905 · program services $100 · management and general $52,805

  • 19 · Conferences, conventions and meetings

    total $359,772 · program services $353,738 · management and general $5,800 · fundraising $234

  • 22 · Depreciation, depletion and amortization

    total $1,124 · management and general $1,124

  • 23 · Insurance

    total $6,927 · management and general $6,927

  • 24a · Other expenses: DUES AND SUBSCRIPTIONS

    total $61,355 · program services $45,035 · management and general $14,834 · fundraising $1,486

  • 24b · Other expenses: MISCELLANEOUS EXPENSES

    total $2,795 · program services $57 · management and general $2,230 · fundraising $508

  • 24c · Other expenses: PAYROLL SERVICE FEES

    total $1,096 · management and general $1,096

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $686,137 · end of year $690,471

  • 3 · Pledges and grants receivable

    beginning of year $412,229 · end of year $32,150

  • 4 · Accounts receivable

    beginning of year $0 · end of year $53,286

  • 9 · Prepaid expenses and deferred charges

    beginning of year $3,906 · end of year $4,097

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

    $31,727

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

    $9,224

  • 10c · Land, buildings and equipment, net

    beginning of year $658 · end of year $22,503

  • 15 · Other assets

    beginning of year $224,229 · end of year $186,045

  • 17 · Accounts payable and accrued expenses

    beginning of year $73,873 · end of year $51,947

  • 25 · Other liabilities

    beginning of year $221,125 · end of year $183,821

  • 27 · Net assets without donor restrictions

    beginning of year $329,211 · end of year $509,270

  • 28 · Net assets with donor restrictions

    beginning of year $702,950 · end of year $243,514

Mission and programs · 2023

Mission

TO CONDUCT SCHOLARLY RESEARCH AND ANALYSIS THAT ADVANCES SOUND POLICIES BASED ON FREE ENTERPRISE, INDIVIDUAL LIBERTY, AND CONSTITUTIONALLY-LIMITED GOVERNMENT.

Activities or mission (Part I)

THE INSTITUTE RESEARCHES AND DEVELOPS POLICY SOLUTIONS TO ADDRESS THE MOST SIGNIFICANT BARRIERS TO OPPORTUNITY IN LOUISIANA.

  • PRODUCES TIMELY RESEARCH AND PRACTICAL SOLUTIONS FOR HOW TO BUILD A FREER, MORE PROSPEROUS FUTURE FOR LOUISIANA CITIZENS. TELLS THE STORY OF FREE ENTERPRISE AND PROMOTES LIBERTY-ORIENTED POLICY SITUATIONS TO CITIZENS AND LAWMAKERS FROM EVERY WALK OF LIFE. FACILITATES PUBLIC DIALOGUE THAT INCLUDES THE FREE-MARKET PERSPECTIVE WITH COMMUNITY MEETINGS, SEMINARS, LECTURES, AND DEBATES. ENGAGES WITH MEDIA AND PRESENTS FREE-MARKET PRINCIPLES THROUGH COMMENTARIES, REPORTS AND INTERVIEWS.

    Expenses $2,186,116 · Grants $5,000

  • THE PELICAN CENTER FOR JUSTICE PURSUES PRO-FREEDOM LITIGATION TO ENSURE THE RIGHTS OF LOUISIANA'S CITIZENS AND WORKING FAMILIES ARE PROTECTED. OUR LEGAL TEAM REPRESENTS CLIENTS PRO BONO IN STATE AND FEDERAL COURTS, AUTHORS AMICUS BRIEFS, CONDUCTS LEGAL RESEARCH, AND CRAFTS PUBLIC RECORDS REQUESTS TO ENSURE GOVERNMENT ACCOUNTABILITY AND TRANSPARENCY.

    Expenses $285,490

  • THE PELICAN LEADERSHIP ACADEMY RECRUITS, EDUCATES, AND CONNECTS EMERGING AND EXPERIENCED LEADERS IN LOUISIANA TO SOME OF OUR STATE'S BIGGEST OPPORTUNITIES AND MOST DAUNTING CHALLENGES. PARTICIPANTS REPRESENT A WIDE RANGE OF INDUSTRIES IN BOTH THE PRIVATE AND PUBLIC SECTORS, WHO THEN GRADUATE FROM THE PROGRAM WITH THE TOOLS NECESSARY TO GROW AS THOUGHT AND ACTION LEADERS IN THEIR RESPECTIVE PROFESSIONS.

    Expenses $64,283

As filed on the 2023 return.

Listed in Part VII

  • Daniel J Erspamer

    CEO

    Total calculated
    $249,865
    From this org
    $186,119
    From related orgs
    $43,881
    Other
    $19,865
    Hours/week
    32 + 8 related

    Schedule J breakdown matched by us

    Base
    $166,119 + $38,881 related
    Bonus
    $20,000 + $5,000 related
    Other
    $0
    Deferred
    $5,999
    Nontaxable benefits
    $9,509 + $4,357 related
    Filer's total
    $201,627 + $48,238 related

  • Stephen M Gele

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    3

  • Abhay Patel

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Cameron Smith

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jeb Bruneau

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Nathalie Simon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Erin Bendily

    VP FOR POLICY AND STRATEGY

    Total calculated
    $198,263
    From this org
    $134,803
    From related orgs
    $52,697
    Other
    $10,763
    Hours/week
    26 + 14 related

    Schedule J breakdown matched by us

    Base
    $126,053 + $48,947 related
    Bonus
    $8,750 + $3,750 related
    Other
    $0
    Deferred
    $5,250
    Nontaxable benefits
    $2,090 + $3,423 related
    Filer's total
    $142,143 + $56,120 related

  • Alyssa Rau

    CHIEF OF STAFF

    Total calculated
    $120,000
    From this org
    $106,099
    From related orgs
    $13,901
    Other
    $0
    Hours/week
    37 + 3 related

  • James Baehr

    SPECIAL COUNSEL

    Total calculated
    $210,472
    From this org
    $204,359
    From related orgs
    $0
    Other
    $6,113
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $199,359
    Bonus
    $5,000
    Other
    $0
    Deferred
    $5,981
    Nontaxable benefits
    $132
    Filer's total
    $210,472

  • Sarah Harbison

    GENERAL COUNSEL

    Total calculated
    $125,565
    From this org
    $117,500
    From related orgs
    $0
    Other
    $8,065
    Hours/week
    40

  • Vance Ginn

    CHIEF ECONOMIST

    Total calculated
    $117,492
    From this org
    $100,833
    From related orgs
    $0
    Other
    $16,659
    Hours/week
    40

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

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

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
14 November 2024
IRS schema version
2023v5.1
Source object
202413199349316881

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