Skip to content
Nonprofiteer
← BARRY GOLDWATER INSTITUTE FOR PUBLIC POLICY RESEARCH

Form 990 for tax year 2022

Filed by BARRY GOLDWATER INSTITUTE FOR PUBLIC POLICY RESEARCH.

Totals

Total revenue
$7,843,232
Total expenses
$5,506,812
Contributions and grants received
$6,430,311
Grants paid
$0
Program service revenue
$0
Investment income
$1,104,769
Other revenue
$308,152
Total assets, end of year
$13,772,798
Total liabilities, end of year
$638,717
Net assets or fund balances, end of year
$13,134,081
Program services expenses (Part IX)
$4,451,489
Management and general expenses
$373,531
Fundraising expenses
$681,792
Program service expenses (Part III)
$4,451,489

Program services were 80.8% 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.

  • 1c · Fundraising events

    $16,250

  • 1f · All other contributions, gifts and grants

    $6,414,061

  • 1g · Noncash contributions included above

    $468,174

  • 3 · Investment income

    total $111,902 · excluded $111,902

  • 7a · Gross sales of assets other than inventory

    securities $1,491,633 · other assets $1,175,306

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

    securities $1,504,914 · other assets $169,158

  • 7c · Gain or loss

    securities -$13,281 · other assets $1,006,148

  • 7d · Net gain or loss

    total $992,867 · excluded $992,867

  • 8a · Fundraising events: gross income

    $332,682

  • 8a · Fundraising events: contributions included on line 1c

    $16,250

  • 8b · Fundraising events: direct expenses

    $40,411

  • 8c · Net income from fundraising events

    total $292,271 · excluded $292,271

  • 10a · Gross sales of inventory

    $260

  • 10b · Cost of goods sold

    $287

  • 10c · Net income from sales of inventory

    total -$27 · related or exempt -$27

  • 11a · Other revenue: OTHER INCOME

    total $15,908 · excluded $15,908

  • 11e · Other revenue, total

    $15,908

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $571,629 · program services $485,792 · management and general $30,906 · fundraising $54,931

  • 7 · Other salaries and wages

    total $2,362,388 · program services $2,012,065 · management and general $123,757 · fundraising $226,566

  • 8 · Pension plan contributions

    total $41,743 · program services $35,275 · management and general $2,810 · fundraising $3,658

  • 9 · Other employee benefits

    total $173,765 · program services $141,981 · management and general $14,071 · fundraising $17,713

  • 10 · Payroll taxes

    total $202,080 · program services $172,172 · management and general $10,710 · fundraising $19,198

  • 11b · Fees: legal

    total $155,096 · program services $151,253 · management and general $3,843

  • 11c · Fees: accounting

    total $44,214 · management and general $44,214

  • 11d · Fees: lobbying

    total $359,479 · program services $359,479

  • 11e · Fees: professional fundraising services

    total $66,540 · fundraising $66,540

  • 11f · Fees: investment management

    total $9,558 · management and general $9,558

  • 11g · Fees: other

    total $126,831 · program services $30,988 · management and general $46,375 · fundraising $49,468

  • 12 · Advertising and promotion

    total $313,701 · program services $303,658 · fundraising $10,043

  • 13 · Office expenses

    total $166,988 · program services $151,194 · management and general $2,286 · fundraising $13,508

  • 14 · Information technology

    total $61,145 · program services $58,438 · management and general $847 · fundraising $1,860

  • 16 · Occupancy

    total $100,872 · program services $84,758 · management and general $5,042 · fundraising $11,072

  • 17 · Travel

    total $104,004 · program services $78,385 · management and general $340 · fundraising $25,279

  • 19 · Conferences, conventions and meetings

    total $24,561 · program services $23,724 · fundraising $837

  • 20 · Interest

    total $16,687 · management and general $16,687

  • 22 · Depreciation, depletion and amortization

    total $106,945 · program services $89,860 · management and general $5,346 · fundraising $11,739

  • 23 · Insurance

    total $38,712 · management and general $38,712

  • 24a · Other expenses: EVENTS

    total $150,791 · program services $21,689 · fundraising $129,102

  • 24b · Other expenses: LITIGATION CENTER COST

    total $116,725 · program services $116,725

  • 24c · Other expenses: DUES AND SUBSCRIPTIONS

    total $94,333 · program services $62,808 · management and general $15,300 · fundraising $16,225

  • 24d · Other expenses: MISCELLANEOUS

    total $80,178 · program services $71,245 · management and general $273 · fundraising $8,660

  • 24e · All other expenses

    total $17,847 · management and general $2,454 · fundraising $15,393

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $534,778 · end of year $437,320

  • 2 · Savings and temporary cash investments

    beginning of year $3,409,701 · end of year $3,043,261

  • 3 · Pledges and grants receivable

    beginning of year $267,998 · end of year $118,167

  • 9 · Prepaid expenses and deferred charges

    beginning of year $65,388 · end of year $40,732

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

    $4,117,176

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

    $2,716,613

  • 10c · Land, buildings and equipment, net

    beginning of year $1,515,198 · end of year $1,400,563

  • 11 · Investments: publicly traded securities

    beginning of year $6,351,104 · end of year $8,610,868

  • 12 · Investments: other securities

    beginning of year $131,220 · end of year $121,887

  • 17 · Accounts payable and accrued expenses

    beginning of year $532,362 · end of year $608,886

  • 23 · Secured mortgages and notes payable

    beginning of year $550,021

  • 25 · Other liabilities

    beginning of year $35,867 · end of year $29,831

  • 27 · Net assets without donor restrictions

    beginning of year $8,719,874 · end of year $11,202,241

  • 28 · Net assets with donor restrictions

    beginning of year $2,437,263 · end of year $1,931,840

Mission and programs · 2022

Mission

THROUGH RESEARCH, INVESTIGATIONS, STRATEGIC LITIGATION, TESTIMONY, ADVOCACY, AND EDUCATION, THE GOLDWATER INSTITUTE ADVANCES PUBLIC POLICY AND A RULE OF LAW UNDER WHICH INDIVIDUALS CAN SHAPE THEIR OWN DESTINIES AS FREE MEN AND WOMEN. WE HELP CITIZENS UNDERSTAND AND...ADOPT POLICIES THAT SUSTAIN AND RESTORE ECONOMIC LIBERTY, EDUCATIONAL FREEDOM, PERSONAL RESPONSIBILITY, AND CONSTITUTIONAL LIMITS ON GOVERNMENT POWER CONSISTENT WITH THE FOUNDING PRINCIPLES OF OUR CONSTITUTIONAL REPUBLIC. WHEN GOVERNMENT OVERSTEPS ITS PROPER BOUNDS, THE GOLDWATER INSTITUTE USES PUBLIC INTEREST LITIGATION TO ENFORCE INDIVIDUAL RIGHTS AND CONSTRAINTS ON GOVERNMENT POWER GUARANTEED BY OUR STATE AND FEDERAL CONSTITUTIONS.

Activities or mission (Part I)

DRIVING RESULTS BY WORKING DAILY IN COURTS, LEGISLATURES, AND COMMUNITIES TO DEFEND AND STRENGTHEN THE FREEDOM GUARANTEED TO ALL AMERICANS IN THE CONSTITUTIONS OF THE UNITED STATES AND ALL FIFTY STATES.

  • PUBLIC INTEREST LITIGATION: THE GOLDWATER INSTITUTE LITIGATES CONSTITUTIONAL ISSUES OF CONCERN TO THE PUBLIC, PARTICULARLY UNDER THE STATE CONSTITUTIONS, ON BEHALF OF AMERICANS WHO WOULD NOT BE IN A POSITION TO DEFEND AGAINST THE HEAVY HAND OF GOVERNMENT WITHOUT ASSISTANCE OR EXPERTISE. WE DEFEND TAXPAYER AND PROPERTY RIGHTS, FREE SPEECH AND FREE ENTERPRISE, AND EDUCATIONAL CHOICE. WE ENFORCE CONSTITUTIONAL LIMITS ON GOVERNMENT POWER. OUR CASES SEEK TO SET BROAD LEGAL PRECEDENTS TO PROTECT THE FREEDOMS OF OUR CLIENTS AND ALL AMERICANS. THE GOLDWATER INSTITUTE ALSO MANAGES A SUCCESSFUL "LITIGATION BY LETTERHEAD" EFFORT, WHERE WE INDUCE GOVERNMENT TO CEASE UNLAWFUL ACTIONS BY PROVIDING THEM WITH INFORMATION BY LETTER, WITHOUT HAVING TO GO TO COURT. IN 2022, THE GOLDWATER INSTITUTE WON 23 VICTORIES THROUGH DIRECT LITIGATION AND AMICUS WORK. OUR ACTIVE CASELOAD AVERAGED 30, AND WE ADVANCED CUTTING-EDGE LEGAL SCHOLARSHIP IN THE COURTS BY FILING 16 AMICUS CURIAE BRIEFS.

    Expenses $1,497,197

  • POLICY ANALYSIS, RESEARCH AND EDUCATION, EXTERNAL AFFAIRS: THE GOLDWATER INSTITUTE CONDUCTS SCHOLARLY RESEARCH AND IN-DEPTH ANALYSIS OF STATE-LEVEL PUBLIC POLICY ISSUES AND COMMUNICATES THAT RESEARCH TO THE PUBLIC. OUR PRIMARY AREAS OF RESEARCH INCLUDE CONSTITUTIONAL LAW, EDUCATION REFORM, AND HEALTHCARE POLICY. IN 2022, WE DELIVERED 71 PUBLIC SPEECHES, DISTRIBUTED 5 POLICY REPORTS, AND TESTIFIED REGULARLY BEFORE LEGISLATIVE COMMITTEES. IN 2022, WE HAD 31 POLICY AND LITIGATION VICTORIES IN COURTS AND LEGISLATURES NATIONWIDE. TO DATE, 22 STATES HAVE ADOPTED GOLDWATER'S UNIVERSAL RECOGNITION LAW, ALLOWING WORKERS LICENSED IN ONE STATE TO CONTINUE WORKING WHEN THEY MOVE TO A NEW STATE WITHOUT HAVING TO SPEND TIME AND MONEY GETTING ANOTHER. OTHER VICTORIES INCLUDE STATE LAWS THAT: EMPOWER FAMILIES WITH GREATER EDUCATIONAL OPTIONS THAT FIT THEIR CHILDREN'S UNIQUE NEEDS (16 STATES HAVE APPROVED PROGRAMS BASED ON GOLDWATER'S EDUCATION SAVINGS ACCOUNTS); PROTECT PEOPLE'S RIGHT TO OPERATE AN UNOBTRUSIVE HOME-BASED BUSINESS WITHOUT BEING UNFAIRLY TARGETED BY ONEROUS AND UNNECESSARY REGULATIONS; AND SAFEGUARD PATIENTS' RIGHT TO TRY CUTTING-EDGE, INDIVIDUALIZED TREATMENTS. THIS WORK WAS SUPPORTED IN PART THROUGH OUR RONALD REAGAN FELLOWS PROGRAM, WHICH DEVELOPS YOUNG TALENT BY TEACHING AND EMPLOYING 14 INTERNS AND LAW CLERKS.

    Expenses $2,098,878

  • COMMUNICATIONS: IN 2022, THE GOLDWATER INSTITUTE CONTINUED TO CAPTURE NATIONAL MEDIA ATTENTION WITH INTERVIEWS AND NEWS REPORTS ABOUT OUR SUCCESSFUL EFFORTS TO DEFEND INDIVIDUAL LIBERTIES.THE GOLDWATER INSTITUTE'S MEDIA RELATIONS EFFORTS ARE BUILT ON A MULTI-LEVEL STRATEGIC APPROACH THAT HARNESSES THE POWER OF ITS IN-HOUSE DIGITAL PLATFORMS, THE REACH OF TRADITIONAL MEDIA, AND THE VIRALITY OF SOCIAL MEDIA TO REACH AUDIENCES ACROSS THE COUNTRY. THE RESULTS ARE SEEN BY COUNTLESS AMERICANS ON THE PAGES OF THE NATION'S MOST NOTABLE NEWSPAPERS AND MOST-WATCHED NEWS NETWORKS. GOLDWATER INSTITUTE EXPERTS AND CLIENTS PUBLISHED 55 OP-EDS AND LETTERS TO THE EDITOR IN 2022, IN OUTLETS THAT INCLUDED THE DAILY CALLER, WASHINGTON EXAMINER, THE ORANGE COUNTY REGISTER, THE HILL, THE DISPATCH, REASON, THE WASHINGTON TIMES, NATIONAL REVIEW, TOWNHALL, AND THE DAILY JOURNAL, WHOSE COMBINED DAILY ONLINE CIRCULATION EXCEEDS 3 MILLION READERS. OUR EXPERTS WERE ALSO A REGULAR PRESENCE ON NATIONAL CABLE TV NEWS NETWORKS, NATIONALLY SYNDICATED RADIO SHOWS, AND LOCAL BROADCAST TV AND RADIO, HELPING TO SHARE GOLDWATER'S WORK WITH AN EVEN WIDER AUDIENCE. ALL TOLD, GOLDWATER HAD 13 APPEARANCES ON NATIONAL CABLE TELEVISION, MORE THAN 100 LOCAL AND NATIONAL RADIO AND PODCAST APPEARANCES, AND MORE THAN 4,800 MENTIONS IN TRADITIONAL (PRINT, RADIO, TELEVISION, AND ONLINE) AND SOCIAL MEDIA OUTLETS. THE GOLDWATER INSTITUTE DOES NOT JUST RELY ON OUTSIDE MEDIA OUTLETS TO DISSEMINATE ITS MESSAGE. LAST YEAR, THE GOLDWATER INSTITUTE LAUNCHED A REDESIGNED WEBSITE AT GOLDWATERINSTITUTE.ORG, WHERE IT PUBLISHES ORIGINAL ARTICLES, BLOG POSTS, COMMENTARY, INVESTIGATIVE REPORTS, LEGAL AND POLICY RESEARCH, AND ORIGINAL VIDEOS. IN 2022, GOLDWATERINSTITUTE.ORG WELCOMED NEARLY 200,000 VISITORS WHO CAME TO THE SITE NEARLY 400,000 TIMES. THE GOLDWATER INSTITUTE ALSO CONTINUED TO HARNESS THE POWER OF SOCIAL MEDIA TO BOLSTER ITS INFLUENCE. GOLDWATER'S FACEBOOK POSTS REACHED MORE THAN 109,000 PEOPLE, AND ITS CONTENT RECEIVED MORE THAN 1,300,000 IMPRESSIONS ON TWITTER. ADDITIONALLY, GOLDWATER'S VIDEOS RECEIVED 40,600 VIEWS ON YOUTUBE, AN INCREASE OF 224% OVER 2021.

    Expenses $855,414

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • ERIC CROWN

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    5

  • BARRY GOLDWATER JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • RANDY P KENDRICK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • JOHN COTTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • CHRISTOPHER GLEASON

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • GROVER NORQUIST

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • CHARLES LAWRENCE

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5

  • LEO BEUS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • JIM CHAMBERLAIN

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.5

  • VICTOR RICHES

    PRESIDENT/CEO

    Total calculated
    $283,202
    From this org
    $274,676
    From related orgs
    $0
    Other
    $8,526
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $249,676
    Bonus
    $25,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $8,526
    Filer's total
    $283,202

  • ROGER ZETAH

    CFO/CORP SECRETARY

    Total calculated
    $116,792
    From this org
    $101,069
    From related orgs
    $0
    Other
    $15,723
    Hours/week
    40

  • CHRISTINA SANDEFUR

    EVP

    Total calculated
    $171,635
    From this org
    $158,411
    From related orgs
    $0
    Other
    $13,224
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $158,411
    Bonus
    $0
    Other
    $0
    Deferred
    $4,812
    Nontaxable benefits
    $8,412
    Filer's total
    $171,635

  • TIMOTHY SANDEFUR

    VP FOR LITIGATION

    Total calculated
    $212,553
    From this org
    $198,027
    From related orgs
    $0
    Other
    $14,526
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $198,027
    Bonus
    $0
    Other
    $0
    Deferred
    $6,000
    Nontaxable benefits
    $8,526
    Filer's total
    $212,553

  • JONATHAN RICHES

    VP FOR LITIGATION & GENERAL COUNSEL

    Total calculated
    $156,955
    From this org
    $151,978
    From related orgs
    $0
    Other
    $4,977
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $151,978
    Bonus
    $0
    Other
    $0
    Deferred
    $4,581
    Nontaxable benefits
    $396
    Filer's total
    $156,955

  • NAOMI LOPEZ

    VP HEALTHCARE POLICY

    Total calculated
    $166,581
    From this org
    $154,890
    From related orgs
    $0
    Other
    $11,691
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $149,890
    Bonus
    $5,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $11,691
    Filer's total
    $166,581

  • MICHAEL BROWNFIELD

    DIRECTOR OF COMMUNICATIONS

    Total calculated
    $152,572
    From this org
    $139,927
    From related orgs
    $0
    Other
    $12,645
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $132,427
    Bonus
    $7,500
    Other
    $0
    Deferred
    $4,257
    Nontaxable benefits
    $8,388
    Filer's total
    $152,572

  • HEATHER CURRY

    DIRECTOR OF STRATEGIC ENGAGEMENT

    Total calculated
    $146,809
    From this org
    $134,364
    From related orgs
    $0
    Other
    $12,445
    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

  • 3 · Form 990 of other organizations
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7
THE ORGANIZATION PROVIDED BONUS PAYMENTS BASED ON MEETING ORGANIZATIONAL GOALS AND WITH THE APPROVAL OF THE BOARD OF DIRECTORS.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Provenance

Return type
form_990
Tax year
2022
Filed
16 October 2023
IRS schema version
2022v5.0
Source object
202322899349303092

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.