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Nonprofiteer
← FIRST LIBERTY INSTITUTE

Form 990 for tax year 2024

Filed by FIRST LIBERTY INSTITUTE.

Totals

Total revenue
$29,330,476
Total expenses
$26,422,108
Contributions and grants received
$26,901,638
Grants paid
$154,918
Program service revenue
$1,900,359
Investment income
$528,479
Other revenue
$0
Total assets, end of year
$25,253,403
Total liabilities, end of year
$3,419,859
Net assets or fund balances, end of year
$21,833,544
Program services expenses (Part IX)
$20,770,458
Management and general expenses
$2,588,115
Fundraising expenses
$3,063,535
Program service expenses (Part III)
$20,770,458

Program services were 78.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • TIM DUNN

    VICE CHAIR EXEC COMM/BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MARK COVER

    CHAIR EXEC COMM/BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • AL ANGELL

    EXEC COMM/BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JAMES ROBERTSON

    EXEC COMM/BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • PAT CLINE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DEBORAH MUSE CARLSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DALE BROWN

    EXEC COMM/BOARD MEMBER/SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • JOHN BARTLEY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • PAT DANIELS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JODY THORNTON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DAVID MOORE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KELLY SHACKELFORD

    PRESIDENT/CEO

    Total calculated
    $627,042
    From this org
    $588,889
    From related orgs
    $0
    Other
    $38,153
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $465,031
    Bonus
    $123,858
    Other
    $0
    Deferred
    $20,700
    Nontaxable benefits
    $17,453
    Filer's total
    $627,042

  • DAVID HOLMES

    COO/CFO/EVP

    Total calculated
    $507,643
    From this org
    $468,753
    From related orgs
    $0
    Other
    $38,890
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $381,554
    Bonus
    $87,199
    Other
    $0
    Deferred
    $20,700
    Nontaxable benefits
    $18,190
    Filer's total
    $507,643

  • JEFF MATEER

    CLO/EVP

    Total calculated
    $465,182
    From this org
    $427,569
    From related orgs
    $0
    Other
    $37,613
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $347,633
    Bonus
    $79,936
    Other
    $0
    Deferred
    $20,700
    Nontaxable benefits
    $16,913
    Filer's total
    $465,182

  • STEVE PURDUM

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $213,285
    From this org
    $196,067
    From related orgs
    $0
    Other
    $17,218
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $154,285
    Bonus
    $41,782
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $17,218
    Filer's total
    $213,285

  • HIRAM S SASSER

    EXEC. GEN. COUNSEL

    Total calculated
    $332,029
    From this org
    $300,905
    From related orgs
    $0
    Other
    $31,124
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $259,616
    Bonus
    $41,289
    Other
    $0
    Deferred
    $19,638
    Nontaxable benefits
    $11,486
    Filer's total
    $332,029

  • DAVID HACKER

    VP LITIGATION/SR. COUNSEL

    Total calculated
    $319,201
    From this org
    $284,965
    From related orgs
    $0
    Other
    $34,236
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $236,460
    Bonus
    $48,505
    Other
    $0
    Deferred
    $18,689
    Nontaxable benefits
    $15,547
    Filer's total
    $319,201

  • REBECCA DUMMERMUTH

    COUNSEL

    Total calculated
    $287,539
    From this org
    $258,186
    From related orgs
    $0
    Other
    $29,353
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $235,415
    Bonus
    $22,771
    Other
    $0
    Deferred
    $11,093
    Nontaxable benefits
    $18,260
    Filer's total
    $287,539

  • JEREMY DYS

    SENIOR COUNSEL

    Total calculated
    $226,116
    From this org
    $201,462
    From related orgs
    $0
    Other
    $24,654
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $155,754
    Bonus
    $45,708
    Other
    $0
    Deferred
    $7,176
    Nontaxable benefits
    $17,478
    Filer's total
    $226,116

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

  • 1a · Travel for companions
  • 1a · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 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

The filer's explanations (Part III)

PART I, LINE 1A
TRAVEL FOR COMPANIONS IS PROVIDED WHEN THE COMPANION'S ATTENDANCE AT MEETINGS, CONFERENCES, AND EVENTS HAS A BONA FIDE BUSINESS PURPOSE TO THE ORGANIZATION. THIS IS NOT TREATED AS TAXABLE COMPENSATION. THESE EXPENSES ARE NOT LIMITED TO OFFICERS, KEY EMPLOYEES, AND HIGHLY COMPENSATED INDIVIDUALS, BUT ARE AVAILABLE TO ALL EMPLOYEES IN THE SITUATIONS DESCRIBED. ADDITIONALLY, TRAVEL FOR COMPANIONS MAY BE PROVIDED IN ACCORDANCE WITH THE ORGANIZATION'S POLICY FOR NON-BONA FIDE BUSINESS PURPOSES. IN THESE CASES, THIS IS TREATED AS TAXABLE INCOME.

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

Provenance

Return type
form_990
Tax year
2024
Filed
11 March 2026
IRS schema version
2024v5.5
Source object
202640729349300134

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