Totals
- Total revenue
- $77,000
- Total expenses
- $202,308
- Contributions and grants received
- $77,000
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $0
- Total assets, end of year
- $99,055
- Total liabilities, end of year
- $469,283
- Net assets or fund balances, end of year
- -$370,228
- Program services expenses (Part IX)
- $156,949
- Management and general expenses
- $40,807
- Fundraising expenses
- $4,552
- Program service expenses (Part III)
- $156,949
Program services were 77.6% 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
$77,000
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $104,456 · program services $93,749 · management and general $9,833 · fundraising $874
-
7 · Other salaries and wages
total $24,890 · program services $16,680 · management and general $5,396 · fundraising $2,814
-
8 · Pension plan contributions
total $619 · program services $466 · management and general $90 · fundraising $63
-
9 · Other employee benefits
total $3,702 · program services $2,721 · management and general $722 · fundraising $259
-
10 · Payroll taxes
total $9,187 · program services $7,810 · management and general $1,102 · fundraising $275
-
11b · Fees: legal
total $22,603 · management and general $22,603
-
11c · Fees: accounting
total $500 · program services $425 · management and general $60 · fundraising $15
-
13 · Office expenses
total $544 · program services $462 · management and general $66 · fundraising $16
-
14 · Information technology
total $2,190 · program services $1,862 · management and general $261 · fundraising $67
-
16 · Occupancy
total $4,800 · program services $4,080 · management and general $576 · fundraising $144
-
23 · Insurance
total $300 · program services $255 · management and general $36 · fundraising $9
-
24a · Other expenses: Subscriptions/research
total $28,000 · program services $28,000
-
24b · Other expenses: Dues/membership
total $517 · program services $439 · management and general $62 · fundraising $16
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $61,652 · end of year $69,055
-
3 · Pledges and grants receivable
beginning of year $30,000 · end of year $30,000
-
9 · Prepaid expenses and deferred charges
beginning of year $10,000
-
10a · Land, buildings and equipment: cost or other basis
$40,000
-
10b · Land, buildings and equipment: accumulated depreciation
$40,000
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $346,572 · end of year $469,283
-
27 · Net assets without donor restrictions
beginning of year -$244,920 · end of year -$370,228
Mission and programs · 2022
Mission
The mission of the Jeffersonian Project is to educate the public and government policy makers by providing nonpartisan research on current events and other issues of concern to the public and government policy makers.
Activities or mission (Part I)
Educate the public and government policy makers by providing nonpartisan research.
-
The Jeffersonian Project prepares information and documents to educate the public as well as Congress on various areas, including health care, civil society, welfare, education, the national budget and the environment.
Expenses $156,949
As filed on the 2022 return.
Listed in Part VII
-
Linda Upmeyer
Director
- Total calculated
- $0
- Hours/week
- 1
-
Adam Brandon
Director
- Total calculated
- $0
- Hours/week
- 1
-
Bill Carmichael
Director
- Total calculated
- $0
- Hours/week
- 1
-
Wilhelm Meierling
Director
- Total calculated
- $0
- Hours/week
- 1
-
Lisa Nelson
CEO
- Total calculated
- $480,142
- From this org
- $0
- From related orgs
- $470,180
- Other
- $9,962
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $329,460 related
- Bonus
- $0 + $140,720 related
- Other
- $0
- Deferred
- $0 + $9,150 related
- Nontaxable benefits
- $0 + $812 related
- Filer's total
- $0 + $480,142 related
-
Lisa Bowen
CFO
- Total calculated
- $257,764
- From this org
- $0
- From related orgs
- $225,144
- Other
- $32,620
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $180,144 related
- Bonus
- $0 + $45,000 related
- Other
- $0
- Deferred
- $0 + $9,000 related
- Nontaxable benefits
- $0 + $23,620 related
- Filer's total
- $0 + $257,764 related
-
Michael Bowman
Senior Fellow
- Total calculated
- $193,423
- From this org
- $0
- From related orgs
- $171,399
- Other
- $22,024
- Hours/week
- 18 + 22 related
Schedule J breakdown matched by us
- Base
- $0 + $158,899 related
- Bonus
- $0 + $12,500 related
- Other
- $0
- Deferred
- $0 + $6,900 related
- Nontaxable benefits
- $0 + $15,124 related
- Filer's total
- $0 + $193,423 related
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.
-
American Legislative Exchange Council
501(c)(3) · Share research & ed. info. with State Legislators, Congress & public · IL
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 8 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202313129349303306
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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