Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN:93493321039084I OMB No 1545-0047 Return of Organization Exempt From Income Tax Form990 Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations) h- Do not enter SOCIal Security numbers on this form as it may be made public By law, the IRS generally cannot redact the information on the form h- Information about Form 990 and its instructions is at www.IRS.gov[form990 E Department of the Treasury Internal Revenue Sewice A For the 2013 calendar year, or tax year beginning 01-01-2013 C Name of organization B Check if applicable ILLINOIS POLICY INSTITUTE CO JOHN TILLMAN '7 Address change D0ing Busmess As Name change ' Initial retu rn _ Amended return D Employer identification number 41-2057028 E Telephone number (312)346-5700 City or town, state or provmce, country, and ZIP or foreign postal code CHICAGO, IL 60603 Application pending Open to Public Inspection , 2013, and ending 12-31-2013 Number and street (or P 0 box if mail is not delivered to street address) Room/smte 190 S LASALLE STREET NO 1500 ' Terminated 2013 G Gross receipts $ 3,507,026 F Name and address of prinCIpal officer JOHN TILLMAN 190 S LASALLE STREET NO 1500 CHICAGO,IL 60603 I Taxexem pt status J Website:ll- WWWILLINOISPOLICY ORG I7 501(c)(3) 501(c)( )1 (insert no) H(a) Is this a group return for subordinates? I_YesI7No I_YesI_No H(b) Are all subordinates included? If"No," attach a list (see instructions) 4947(a)(1) or 527 H(c) K Form of organization '7 Corporation ' Trust Association Other II- Group exemption number k- L Year of formation 2002 M State of legal domicile IL Summary 1 Briefly describe the organizations missmn or most Significant actiVities THE INSTITUTE IS A FREE MARKET ORIENTED THINK TANK DEDICATED TO GATHERING, DISSEMINATING,AND EDUCATING ILLINOIS CONSTITUENTS ON LOCAL, STATE, AND FEDERAL PUBLIC POLICY ISSUES FACING ILLINOIS 2 Check this box h1 ifthe organization discontinued its operations or disposed of more than 25% ofits net assets 3 Number ofvoting members ofthe governing body (Part VI, line 1a) 3 4 Number ofindependent voting members ofthe governing body (Part VI, line 1b) 4 5 Total number ofindiViduals employed in calendar year 2013 (Part V, line 2a) GAGIQVEIHI' IH 'EIG'E rill 5 6 Total number ofvolunteers (estimate if necessary) 7a b Net unrelated busmess taxable income from Form 990-T, line 34 7b Prior Year % 9 E 10 E: 30 6 7aTota unrelated busmess revenue from Part VIII, column (C), line 12 8 6 Current Year Contributions and grants (PartVIII,line 1h) 3,685,228 3,416,717 Program serVIce revenue (PartVIII,line 2g) 8,430 0 Investmentincome(PartVIII,column(A), ines 3,4,and 7d) 6,089 5,506 11 Otherrevenue(PartVIII,column(A), ines 5,6d,8c,9c,10c,and11e) 1,625 1,983 12 Total revenueadd lines 8 through 11 (must equal Part VIII, column (A), line 12) 3,701,372 3,424,206 520,500 335,000 0 0 1,923,334 1,596,121 0 0 13 Grants and Similaramounts paid (PartIX,column(A),lines 13) 14 Benefits paid to orfor members (PartIX,column (A), ine 4) 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10) g 16a E b Professmnalfundraismg fees (PartIX,column(A),line lie) Total fundraismg expenses (Part D(, column (D), line 25) F347I339 17 Otherexpenses(PartIX,column(A),lines 11a11d,11f24e) 1,214,354 1,159,899 18 Totalexpenses Add lines 1317 (must equalPartIX,column(A),line25) 3,658,188 3,091,020 19 Revenue less expenses Subtract line 18 from line 12 43,184 3 E g Beginning of Current Year 32 20 Totalassets (Part X, ine 16) 5'3 21 Total liabilities (Part X, line 26) 2If 22 Net assets orfund balances Subtract line 21 from line 20 333,186 End of Year 457,199 784,902 5,483 0 451,716 784,902 Signature Block Under penalties of perjury, I declare thatI have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge Sign Here P al Pre pare r Use ****** Signature of officer 20141117 Date JOHN TILLMAN CEO Type or print name and title Print/Type preparer's name JORDAN WERBLOW Finn's name Prepareis Signature II- THE HECHTMAN GROUP LTD Finn's address II- 5250 OLD ORCHARD RD STE 400 Date Check If se f_employed PTIN P00024658 Finn's EIN II- 363894414 Phone no (847) 2563100 SKOKIE, IL 600774460 May the IRS discuss this return With the preparer shown above? (see instructions) For Paperwork Reduction Act Notice, see the separate instructions. I7Yes I_No Cat No 11282Y Form 990 (2013) Form 990 (2013) m 1 Page 2 Statement of Program Service Accomplishments CheckifScheduleOcontainsaresponseornotetoanylineinthisPartIII . . . . . . . . . . . . . J Briefly describe the organizations missmn THE INSTITUTE IS A FREE MARKET ORIENTED THINK TANK DEDICATED TO GATHERING, DISSEMINATING,AND EDUCATING ILLINOIS CONSTITUENTS ON LOCAL, STATE,AND FEDERAL PUBLIC POLICY ISSUES FACING ILLINOIS 2 Did the organization undertake any Significant program serVIces during the year which were not listed on the prior Form 990 or990-EZ? I_Yes I7No If"Yes," describe these new serVIces on Schedule 0 3 Did the organization cease conducting, or make Significant changes in how it conducts, any program serVIces? _Yes 7No If"Yes," describe these changes on Schedule 0 4 4a Describe the organizations program serVIce accomplishments for each ofits three largest program serVIces, as measured by expenses Section 501(c)(3) and 501(c)(4) organizations are reqUIred to report the amount ofgrants and allocations to others, the total expenses, and revenue, ifany, for each program serVIce reported (Code ) (Expenses $ 2,518,963 including grants of $ 335,000 ) (Revenue $ ) ILLINOIS POLICY INSTITUTE CONDUCTS RESEARCH ON A VARIETY OF ISSUES, INCLUDING FISCAL MATTERS, EDUCATION POLICY, AND GOVERNMENT REFORM THE INSTITUTE SHARES ITS FINDINGS WITH RELEVANT AUDIENCES VIA POLICY PAPERS, MEDIA APPEARANCES, SPEAKING ENGAGEMENTS, AND OTHER PUBLIC FORUMS ALL OF THE INSTITUTE'S RESEARCH IS DESIGNED TO BETTER EDUCATE AND BENEFIT ILLINOIS RESIDENTS, TAXPAYERS, MEDIA, AND GOVERNMENT OFFICIALS ON THE POLICIES CONFRONTING ILLINOIS 4b (Code ) (Expenses $ 86,290 including grants of $ ) (Revenue $ including grants of $ ) (Revenue $ ) EDUCATIONAL SEMINARS ON THE PUBLIC POLICIES OF ILLINOIS 4c (Code ) (Expenses $ 4d Other program serVIces (Describe in Schedule 0 ) (Expenses $ 4e Total program service expensesh- including grants of$ ) (Revenue $ ) ) 2,605,253 Form 990 (2013) Form 990 (2013) Page 3 Checklist of Required Schedules Yes Is the organization described In section 501(c)(3) or 4947(a)(1) (otherthan a private foundation)? If "Yes," complete Schedule A 1 Is the organization reqUIred to complete Schedule B, Schedule of Contributors (see instructions)? '5 2 Did the organization engage in direct or indirect political campaign actiVities on behalf ofor in oppOSItion to candidates for public office? If Yes,complete Schedule C, Part I 3 Section 501(c)(3) organizations. Did the organization engage in lobbying actiVities, or have a section 501(h) election in effect during the tax year? If Yes,complete Schedule C, Part II 4 Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or Similar amounts as defined in Revenue Procedure 98-19? If Yes,complete Schedule C, Part HIE . 5 M Did the organization maintain any donor adVIsed funds or any Similarfunds or accounts for which donors have the right to prOVIde adVIce on the distribution or investment ofamounts in such funds or accounts? If "Yes," complete Schedule D, Part IE 6 No Did the organization receive or hold a conservation easement, including easements to preserve open space, the enVIronment, historic land areas, or historic structures? If Yes,complete Schedule D, Part II 7 No Did the organization maintain collections of works ofart, historical treasures, or other Similar assets? If "Yes," complete Schedule D, Part III E 8 No Did the organization report an amount in Part X, line 21 for escrow or custodial account liability, serve as a custodian for amounts not listed in Part X, or prOVIde credit counseling, debt management, credit repair, or debt negotiation serVIces? If "Yes," complete Schedule D, PartI 9 No 10 No 10 Did the organization, directly orthrough a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quaSI-endowments? If "Yes," complete Schedule D, Part 11 Ifthe organizations answerto any ofthe followmg questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, orX as applicable 12a No Yes Yes No Yes Did the organization report an amount for land, bUIldings, and eqUIpment in Part X, line 10? If "Yes," complete Schedule D, Part VI . 11a Did the organization report an amount for investmentsother securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII'E 11b No Did the organization report an amount for investmentsprogram related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII 11C No Did the organization report an amount for other assets in Part X, line 15 that is 5% or more ofits total assets reported in Part X, line 16? If "Yes," complete Schedule D, PartI . . . . . . . 11d No Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, PartXE me No Did the organizations separate or consolidated finanCIal statements for the tax year include a footnote that addresses the organizations liability for uncertain tax p05itions under FIN 48 (ASC 740)? If Yes,complete Schedule D, Part 11f Did the organization obtain separate, independent audited finanCIal statements forthe tax year? If "Yes," complete Schedule D, Parts XI and XII '5 12a Was the organization included in consolidated, independent audited finanCIal statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional '5 12b 13 Is the organization a school described in section 170(b)(1)(A)(ii)? If Yes,complete Schedu/eE 14a Did the organization maintain an office, employees, or agents outSIde of the United States? Yes Yes N0 Yes 13 No 14a No Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraismg, busmess, investment, and program serVIce actiVities outSIde the United States, or aggregate foreign investments valued at $100,000 or more? If Yes,complete Schedu/eF, Parts I and IV . 14b N0 15 Did the organization report on Part IX, column (A), line 3, more than $5,000 ofgrants or other a55istance to or for any foreign organization? If Yes,complete Schedu/eF, Parts II and IV 15 No 16 Did the organization report on Part IX, column (A), line 3, more than $5,000 ofaggregate grants or other a55istance to orforforeign indiViduals? If Yes,complete Schedu/eF, Parts III and IV . 15 No 17 Did the organization report a total of more than $15,000 ofexpenses for professmnal fundraismg serVIces on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I(see1nstructions) 17 No 18 Did the organization report more than $15,000 total offundraismg event gross income and contributions on Part VIII, lines 1c and 8a? If Yes,complete Schedule G, Part II 18 No 19 No No 19 Did the organization report more than $15,000 ofgross income from gaming actiVities on PartVIII,line 9a? If "Yes," complete Schedule G, Part III 20a Did the organization operate one or more hospital faCIlities? If Yes,complete Schedu/eH 20a If"Yes" to line 20a, did the organization attach a copy ofits audited finanCIal statements to this return? 20b Form 990 (2013) Form 990 (2013) Part IV Page 4 Checklist of Required Schedules (continued) 21 Did the organization report more than $5,000 ofgrants or other a55istance to any domestic organization or government on Part IX, column (A), line 1? If Yes,complete Schedule I, Parts I and II 21 22 Did the organization report more than $5,000 ofgrants or other a55istance to indiViduaIs in the United States on Part IX, column (A), line 2? If Yes,complete Schedule I, Parts I and III 22 23 Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organizations current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule] . 24a 26 27 28 0 23 24a Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? 24b 24C Did the organization act as an "on behalfof" issuerfor bonds outstanding at any time during the year? 24d 25a N0 25b N0 Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payab es to any current orformerofficers,directors,trustees, key employees, highest compensated emp oyees,or disqualified persons? If so, complete Schedule L, Part II 25 No Did the organization prOVIde a grant or other a55istance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member ofany of these persons? If "Yes," complete Schedule L, Part III 27 N0 28a No Was the organization a party to a busmess transaction With one ofthe followmg parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions) N 28b An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV . 28C 29 Did the organization receive more than $25,000 in non-cash contributions? If Yes,complete Schedu/eM 29 30 Did the organization receive contributions ofart, historical treasures, or other Similar assets, or qualified conservation contributions? If "Yes," complete Schedu/eM 3 Did the organization liqUIdate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I 31 Did the organization se , exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II 32 33 34 35a 36 0 Is the organization aware that it engaged in an excess benefit transaction With a disqualified person in a prior year, and that the transaction has not been reported on any ofthe organizations prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I A family member ofa current orformer officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part I V . 32 es N Did the organization maintain an escrow account otherthan a refunding escrow at any time during the year to defease any tax-exempt bonds? A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV 31 N Y Did the organization have a tax-exempt bond issue With an outstanding prinCIpaI amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If Yes,answer/Ines 24b through 24d and complete Schedule K. If No, "go to lIne 25a . . 25a Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction With a disqualified person during the year? If "Yes," complete Schedule L, Part I Yes 0 N 0 Yes N 0 No N 0 Did the organization own 100% ofan entity disregarded as separate from the organization under Regulations sections 301 7701-2 and 301 7701-3? If Yes,complete Schedule R, PartI 33 Was the organization related to any tax-exempt or taxable entity? If Yes,complete Schedule R, Part II, III, orIV, and Part V, lIne 1 34 es Did the organization have a controlled entity Within the meaning ofsection 512(b)(13)? 35a Yes IfYesto line 35a, did the organization receive any payment from or engage in any transaction With a controlled entity Within the meaning ofsection 512(b)(13)? If "Yes," complete Schedule R, Part V, lIne2 35b Y Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, lIne 2 37 Did the organization conduct more than 5% of its actiVities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If Yes,complete Schedule R, Part VI 38 Did the organization complete Schedule 0 and prOVIde explanations in Schedule 0 for Part VI, lines 11b and 19? Note. All Form 990 filers are reqUIred to complete Schedule 0 N 0 Y es N 35 0 N 37 0 Y 38 es Form 990 (2013) Form 990 (2013) Page5 Statements Regarding Other IRS Filings and Tax Compliance Check IfSchedule O contaIns a response or note to any Ine In thIs PartV . . . . . . . . . . . . Yes 1a Enterthe number reported In Box 3 of Form 1096 Enter -0- If not applIcable . . . No 1a b Enterthe number of Forms W-ZG Included In Ine 1a Enter-0- If not applIcable 1b c DId the organIzatIon comply WIth backup WIthholdIng rules for reportable payments to vendors and reportable gamIng(gamblIng)WInnIngstoprIzeWInners? . . . . . . . . . . . . . . . . . . 2a Enterthe number ofemployees reported on Form W-3, TransmIttal ofWage and Tax Statements, fIled forthe calendar year endIng WIth or WIthIn the year covered bythIsreturn.................. 0 2a 1C Yes 2b Yes 30 b Ifat least one Is reported on Ine 2a, dId the organIzatIon le all reqUIred federal employment tax returns? Note. Ifthe sum oflInes 1a and 2a Is greaterthan 250, you may be reqUIred to e-fIle (see InstructIons) 3a DId the organIzatIon have unrelated busmess gross Income of$1,000 or more durIng the year? . . . 3a b If"Yes," has It led a Form 990-T forthIs year? If Noto/Ine 3b, prowde an explanation In Schedule 0 . . No . 3b 4a At any tIme durIng the calendar year, dId the organIzatIon have an Interest In, or a SIgnature or other authorIty over, a fInanCIal account In a foreIgn country (such as a bank account, securItIes account, or otherfInanCIal account)?.......................... 4a N0 5a No 5b No b If"Yes," enterthe name ofthe foreIgn country hSee InstructIons forfIlIng reqUIrements for Form TD F 90-22 1, Report of ForeIgn Bank and FInanCIal Accounts 5a Was the organIzatIon a party to a prothIted tax shelter transactIon at any tIme durIng the tax year? . . b DId any taxable party notIfy the organIzatIon that It was or Is a party to a prothIted tax sheltertransactlon? c If"Yes," to Ine 5a or 5b, dId the organIzatIon le Form 8886-T? 5c 6a Does the organIzatIon have annual gross receIpts that are normally greaterthan $100,000, and dId the organIzatIon solICIt any contrIbutIons that were not tax deducthle as charItable contrIbutIons? Ga b If"Yes," dId the organIzatIon Include WIth every solICItatIon an express statement that such contrIbutIons or ngts werenottaxdeduchble"........................ 7 a 6b Organizations that may receive deductible contributions under section 170(c). DId the organIzatIon recere a payment In excess of$75 made partly as a contrIbutIon and partly for goods and serVIces prOVIded to the payor? b If"Yes," dId the organIzatIon notIfy the donor ofthe value ofthe goods or serVIces prOVIded? . . . . . 7a DId the organIzatIon sell, exchange, or otherWIse dIspose oftangIble personal property for thch It was reqUIred to fIleForm8282'P...........................7C d If"Yes," IndIcate the number of Forms 8282 led durIng the year e DId the organIzatIon recere any funds, dIrectly or IndIrectly, to pay prequms on a personal benet contract"............................7e f DId the organIzatIon, durIng the year, pay prequms, dIrectly or IndIrectly, on a personal benet contract? 9 Ifthe organIzatIon recered a contrIbutIon ofqualIerd Intellectual property, dId the organIzatIon le Form 8899 as requwed"............................79 h Ifthe organIzatIon recered a contrIbutIon ofcars, boats, aIrplanes, or other vehIcles, dId the organIzatIon le a Form1098-C'P.......................... 7h Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. DId the supportIng organIzatIon, or a donor adVIsed fund maIntaIned by a sponsorIng organIzatIon, have excess busmess holdIngs at any tIme durIng the year? . . . . . . . . . . . . 8 9 a . . . . N0 I 7d I . . 7f Sponsoring organizations maintaining donor advised funds. DId the organIzatIon make any taxable dIstrIbutIons under sectIon 4966? . . . DId the organIzatIon make a dIstrIbutIon to a donor, donor adVIsor, or related person? 10 No 7b c 8 No . . . . . . . . . . . . . 9a . 9b Section 501(c)(7) organizations. Enter InItIatIon fees and capItal contrIbutIons Included on Part VIII, Ine 12 . . . b Gross receIpts,Included on Form 990,PartVIII, Ine 12,for publIc use ofclub faCIIItIes 11 10a 10b Section 501(c)(12) organizations. Enter a Gross Income from members or shareholders . . . . . . . . . 11a Gross Income from other sources (Do not net amounts due or paId to other sources agaInstamounts due or recered from them ) . . . . . . . . . . 11b 12a Section 4947(a)(1) non-exempt charitable trusts. Is the organIzatIon fIlIng Form 990 In IIeu of Form 1041? b If"Yes," enterthe amount oftax-exempt Interest recered or accrued durIng the year.................... 13 12a 12b Section 501(c)(29) qualified nonprofit health insurance issuers. a b c 14a Is the organIzatIon Icensed to Issue qualIerd health plans In more than one state? Note. See the InstructIons for addItIonal InformatIon the organIzatIon must report on Schedule 0 Enterthe amount of reserves the organIzatIon Is reqUIred to maIntaIn by the states In thch the organIzatIon Is Icensed to Issue qualIerd health plans 13b Enterthe amount of reserves on hand 13c . . . . . . . . . . . . DId the organIzatIon recere any payments for IndoortannIng serVIces durIng the tax year? . 13a . . 14a b If "Yes," has It led a Form 720 to report these payments? If No,prov1de an explanation In Schedule 0 . . . . 14b No Form 990 (2013) Form 990 (2013) Page 6 Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule 0. See instructions. Check IfSchedule O contaInS a response or note to any lIne In thIS Part VI .I7 Section A. Governing Body and Management Yes 1a Enterthe number ofvotIng members of the governIng body at the end of the tax year 1a 6 1b 5 No Ifthere are materIal dIfferenceS In votIng rights among members of the governIng body, or If the governIng body delegated broad authorIty to an executive committee or Similar committee, explain In Schedule 0 b Enterthe number ofvotIng members included In lIne 1a, above, who are independent 2 Did any officer, director, trustee, or key employee have a family relationship or a bUSIness relationship With any other officer, director, trustee, or key employee? . . . . . . . . . . . . . . . . . 3 Did the organization delegate control over management duties customarily performed by or underthe direct superVISIon of officers, directors or trustees, or key employees to a management company or other person? 4 Did the organization make any Significant changes to ItS governIng documents SInce the prior Form 990 was filed? 5 Did the organization become aware durIng the year ofa Significant dIverSIon ofthe organIzatIonS assets? . 2 N0 3 No No 5 No Did the organization have members or stockholders? 7a Did the organization have members, stockholders, or other persons who had the powerto elect or app0Int one or more members of the governIng body? b Are any governance deCISIonS of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governIng body? 8 a 9 No 7a No 7b No Did the organization contemporaneously document the meetings held or written actionS undertaken durIng the year by the fo 0WIng The governIng body? 8a YeS Each committee With authority to act on behalfof the governIng body? 8b YeS IS there any officer, director, trustee, or key employee listed In Part VII, Section A, who cannot be reached at the organIzatIonS mailing addreSS? If Yes,prov1de the names and addresses In Schedule 0 . . . . . . . 9 N0 Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.) Yes 10a DId the organization have local chapters, branches, or affIlIateS? b If"YeS," dId the organization have written polICIeS and procedures governIng the actIVItIeS ofsuch chapters, afliates, and branches to ensure theIr operatIonS are conSIstent With the organIzatIon'S exempt purposes? 11a HaS the organization prOVIded a complete copy ofthIS Form 990 to all members ofItS governIng body before ling the form? 10a 10b 11a YeS 12a YeS 12b YeS DId the organization regularly and conSIstently monItor and enforce complIance WIth the policy? If Yes,descr/be In Schedule 0 how this was done 12C Yes 13 DId the organization have a ertten Whistleblower policy? 13 YeS 14 DId the organization have a ertten document retention and destructIon policy? 14 YeS 15 DId the proceSS for determInIng compensation ofthe fol 0WIng persons Include a reVIeW and approval by Independent persons, comparabIIIty data, and contemporaneous substantIatIon of the delIberatIon and deCISIon? The organIzatIonS CEO, Executive DIrector, or top management offICIal 15a YeS Other ofcers or key employees of the organization 15b YeS b 12a Describe In Schedule 0 the proceSS, Ifany, used by the organization to reVIeW thIS Form 990 DId the organization have a ertten conflict of Interest policy? If No,go to lIne 13 b Were officers, directors, or trustees, and key employees reqUIred to dISClose annually Interests that could gIve rise to conflicts? c a No No If"YeS" to lIne 15a or 15b, descrIbe the proceSS In Schedule 0 (see InstructIonS) 16a DId the organization Invest In, contrIbute assets to, or partICIpate In a JOInt venture or SImIIar arrangement WIth a taxable entIty durIng the year? b If "YeS," dId the organization follow a ertten policy or procedure reqUIrIng the organization to evaluate ItS partICIpatIon In JOInt venture arrangements under applIcable federal tax laW, and take stepS to safeguard the organIzatIonS exempt status WIth respect to such arrangements? 16a No 16b Section C. Disclosure 17 Llst the StateS WIth WhIch a copy of thIS Form 990 IS reqUIred to be fIleth-IL 18 SectIon 6104 reqUIreS an organization to make ItS Form 1023 (or 1024 IfapplIcable), 990, and 990-T (501(c) (3)S only) avaIIable for publIc InSpectIon IndIcate how you made these avaIIable Check all that apply I Own webSIte I7 Another'S webSIte I7 Upon request I Other (explaIn In Schedule 0) Describe In Schedule 0 Whether (and Ifso, how) the organization made ItS governIng documents, conflict of Interest polIcy, and fInanCIal statements avaIIable to the publIc durIng the tax year 19 20 State the name, phySIcal addreSS, and telephone number ofthe person Who possesses the bookS and records ofthe organization hJOHN TILLMAN 190 S LASALLE STREET 1500 CHICAGO,IL 60603 (312)346-5700 Form 990 (2013) Form 990 (2013) m Page7 Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors Check IfSchedule O contaIns a response or note to any Ine In thIs Part VII . . . . . . . . . . . . . .I7 Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 1a Complete thIs table for all persons reqUIred to be Isted Report compensatlon for the calendar year endIng WIth or WIthIn the organIzatIons tax year I LIst all of the organIzatIons current ofcers, dIrectors, trustees (whether IndIVIduaIs or organIzatIons), regardless ofamount ofcompensatlon Enter -0- In columns (D), (E), and (F) If no compensatlon was paId I LIst all of the organIzatIons current key employees, Ifany See InstructIons for denItIon of "key employee " I LIst the organIzatIons ve current hIghest compensated employees (other than an ofcer, dIrector, trustee or key employee) who recered reportable compensatlon (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organIzatIon and any related organIzatIons I LIst all of the organIzatIons former ofcers, key employees, or hIghest compensated employees who recered more than $100,000 of reportable compensatlon from the organIzatIon and any related organIzatIons I LIst all of the organIzatIons former directors or trustees that recered, In the capaCIty as a former dIrector or trustee of the organIzatIon, more than $10,000 of reportable compensatlon from the organIzatIon and any related organIzatIons LIst persons In the followmg order IndIVIduaI trustees or dIrectors, InstItutIonal trustees, ofcers, key employees, hIghest compensated employees, and former such persons Check thIs box If neIther the organIzatIon nor any related organIzatIon compensated any current ofcer, dIrector, or trustee (A) Name and TItIe (B) Average hours per week ( Ist any hours for related organIzatIons below dotted Ine) (C) POSItIon (do not check more than one box, unless person Is both an ofcer and a dIrector/trustee) 0 3 _ g I ,D I _n " :1 =I _ 3 3:5 9 Q- E_H n .1: D. 2! _ : .T. D l3 '[. _3 ll : 3 u.- r.':- II.I I: :r m H- "= 5' E E E n: D '1 H, a 3 D E II: 3 8 II: (1) JOHN TILLMAN 3O 00 CEO, BOARD DIRECTOR (2) STEVE BROWN 11 00 1 00 TREASURER AND SECRETARY (3) BETH CHRISTIE BOARD DIRECTOR (4) RICHARD T WEISS BOARD DIRECTOR (5) MARK MILLER BOARD DIRECTOR (6) ED BACHRACH 1 00 x f E '1 '1 '1" x (D) Reportable compensatlon from the organIzatIon (W- 2/1099MISC) (E) Reportable compensatlon from related organIzatIons (W- 2/1099MISC) (F) EstImated amount of other compensatlon from the organIzatIon and related organIzatIons E a i=3. I'D I: 230,916 41,649 23,846 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 0 0 0 x 112,775 19,264 18,406 X 0 0 0 x 103,630 9,370 18,010 X 0 0 0 1 00 1 00 1 00 BOARD DIRECTOR (7) KRISTINA RASMUSSEN 3O 00 EXECUTIVE VICE PRESIDENT (8) JOHN O'HARAFORMER 10 00 40 00 VICE PRESIDENT (9) THADDEUS DABROWSKI 34 00 VICE PRESIDENTPOLICY (10) JOHN KNOWLES 6 00 40 00 VICE PRESIDENTEXTERNAL RE Form 990 (2013) Form 990 (2013) m Page8 Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued) (A) Name and TItIe (B) Average hours per week (Ilst any hours for related organlzatlons below dotted IIne) (C) POSItIon (do not check more than one box, unless person IS both an ofcer and a dIrector/trustee) D 3 _ g I ml a g :I _ 3 3:; = g E .1: E g I: E 3 5 5' a E E n: D '1 H a 3 g E II: ' % E i E IIE: a E 1b _n 9 E '= (D) Reportable compensatlon from the organlzatlon (W2/1099-MISC) (E) Reportable compensatlon from related organlzatlons (W2/1099-MISC) (F) Estlmated amount of other compensatlon from the organlzatlon and related organlzatlons s :1 Sub-Total F Total from continuation sheets to Part VII, Section A F Total (add lines 1b and 1c) I" 447,321 60,262 70,283 2 Total number of IndIVIduaIs (Includlng but not IImIted to those Ilsted above) who recelved more than $100,000 of reportable compensatlon from the organlzatlonhI-3 3 DId the organlzatlon IIst any former ofcer, dIrector ortrustee, key employee, or hlghest compensated employee on IIne 1a? If Yes,comp/eteSchedu/leorsuch Ind/Vldua/ . . . . . . . . . . . . . . Yes No 3 No 4 For any IndIVIduaI Ilsted on IIne 1a, IS the sum of reportable compensatlon and other compensatlon from the organlzatlon and related organlzatlons greaterthan $150,000? If Yes, complete Schedu/leorsuch Ind/Vldua/...........................4yes 5 DId any person Ilsted on IIne 1a recelve or accrue compensatlon from any unrelated organlzatlon or IndIVIduaI for serVIces rendered to the organlzatlon? If Yes,comp/eteSchedu/leorsuchperson . . . . . . . . 5 No Section B. Independent Contractors 1 Complete thls table for yourflve hlghest compensated Independent contractors that recelved more than $100,000 of compensatlon from the organlzatlon Report compensatlon for the calendar year endlng WIth or WIthIn the organlzatlons tax year (A) Name and busmess address 2 (B) of serVIces Com (C) nsatlon Total number oflndependent contractors (Includlng but not IImIted to those Ilsted above) who recelved more than 100 000 ofcom ensatlon from the o anlzatlon F0 Form 990 (2013) Form 990 (2013) m 1a 3 = = El 1 a L E: __ E L'.'I = T E = as _ 15 .11 5 a 1" -b D Page9 Statement of Revenue CheckifScheduleO contains a response or note to any lineinthis PartVIII (A) Total revenue Federated campaigns . . b Membership dues . . c Fundraismg events d Related organizations e Government grants (contributions) 1e f All other contributions, gifts, grants, and Similar amounts not included above 1f 9 Noncash 1a_1f $ contributions included in lines h Total.Add lines la-lf g 1 = U in . . . . . (B) Related or exempt function revenue . . (C) Unrelated busmess revenue .I_ (D) Revenue excluded from tax under sections 512-514 1a . . . 1b . . . . 1c 1d 3,416,717 68,677 Ir 2 3 , 416 , 717 Busmess Code 3" :aE 2a up u c E d . % a G E e b f All other program serVIce revenue g Total. Add lines 2a2f h- Investment income (including diVidends, interest, and otherSImilar amounts) Income from investment of taxexempt bond proceeds _ _ F II- 5 Royalties F 6a Gross rents 3 (i) Real b c d b Less rental expenses Rental income or(loss) Net rental income or (loss) p. Gross amount from sales of assets other than inventory Less cost or other ba5is and sales expenses Gain or (loss) (ii) Other 87,178 82,820 4,358 8a 4,358 .F. Net gain or (loss) 3 1 148 (ii) Personal (i) Securities 7a 1 148 4,358 Gross income from fundraismg events (not including 5 :, 1 II I_ {I} :5 $ ofcontributions reported on line 1c) See PartIV,line 18 b Less direct expenses 'D c Net income or (loss) from fundraismg events a 9a . . . b . p. Gross income from gaming actiVities See Part IV, line 19 a b Less direct expenses c Net income or (loss) from gaming actiVities 10a . . . . b . . .p. Gross sales ofinventory, less returns and allowances a b Less cost ofgoods sold c Net income or (loss) from sales ofinventory . . Miscellaneous Revenue b . . p. Busmess Code b c d All other revenue e Total.Addlines 11a11d 12 Total revenue. See Instructions b- 1,983 p. 3,424,206 4,358 0 3,131 Form 990 (2013) Form 990 (2013) Page 10 m Statement of Functional Expenses Section 501(c)(3) and 501(c)(4) organizations must complete all columns All other organizations must complete column (A) CheckifScheduleO containsa response or note to anyline in this PartIX Do not include amounts reported on lines 6b, 7b! 8b! 9b! and 10b 0f Part VIII' 1 Grants and other a55istance to governments and organizations in the United States See Part IV, line 21 2 Grants and other a55istance to indiViduals in the United States See Part IV, line 22 3 Grants and other a55istance to governments, organizations, and indiViduals outSIde the United States See Part IV, lines 15 and 16 5 Compensation ofcurrent officers, directors, trustees, and key employees 6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) . 7 Other salaries and wages 8 Pen5ion plan accruals and contributions (include section 401(k) and 403(b) employer contributions) 9 Other employee benefits . . . . . . J (A) Prograglemce Managgnt and Fungzsmg TOtal eXpenseS expenses general expenses expenses 335,000 335,000 447,319 371,958 21,971 53,390 949,097 789,199 46,616 113,282 97,062 82,636 3,189 11,237 102,643 85,968 5,001 11,674 27,811 Benefits paid to or for members 10 Payroll taxes 11 Fees for serVIces (non-employees) a Management b Legal 32,611 c Accounting 11,176 d Lobbying e Professmnal fundraismg serVIces See Part IV, line 17 f Investment management fees 9 Other (Ifline 11g amount exceeds 10% ofline 25, column (A) amount, list line 11g expenses on Schedule O) 16,087 4,800 11,176 15,116 574 397 12 Advertismg and promotion 100,023 33,200 13 Office expenses 132,164 103,080 16,129 12,955 14 Information technology 15 Royalties 220,182 184,799 10,839 24,544 95,847 91,251 221 4,375 12,549 12,349 16 Occupancy 17 Travel 18 Payments of travel or entertainment expenses for any federal, state, or local public offICIals 19 Conferences, conventions, and meetings 20 Interest 21 Payments to affiliates 22 DepreCIation, depletion, and amortization 23 Insurance 24 Other expenses Itemize expenses not covered above (List miscellaneous expenses in line 24e Ifline 24e amount exceeds 10% ofline 25, column (A) amount, list line 24e expenses on Schedule O) a EVENTS 6,342 66,823 200 6,342 19,536 10,904 86,914 86,290 8,252 380 624 b OTHER EXPENSE 66,181 59,412 c INTERNAL PROCESS CONTRA 62,789 43,589 d SUBSCRIPTIONS 50,151 44,186 920 5,045 e All other expenses 247,347 228,505 1,021 17,821 3,091,020 2,605,253 138,428 347,339 25 Total functional expenses. Add lines 1 through 24e 26 Joint costs. Complete this line only if the organization reported in column (B)JOInt costs from a combined educational campaign and fundraismg SOIICItation Check here h- ] iffollowmg SOP 98-2 (ASC 958-720) 6,177 592 19,200 Form 990 (2013) Form 990 (2013) m Page 11 Balance Sheet Check ifSchedule 0 contains a response or note to any line In this Part X . . . _ (A) Beginning ofyear 1 Cashnon-interest-bearing 2 SaVIngs and temporary cash Investments (B) End ofyear 389,367 1 731,818 38,079 2 29,673 3 Pledges and grants receivable, net 3 4 Accounts receivable, net 4 5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees Complete Part II of Schedule L 5 6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations ofsection 501(c)(9) voluntary employees' benefICIary organizations (see instructions) Complete Part II ofSchedule L 7 Notes and loans receivable, net 7 8 Inventories forsale or use 8 9 Prepaid expenses and deferred charges 9 W '5 d 6 10a b Land, bquings, and eqUIpment cost or other ba5is Complete Part VI ofSchedule D 10a 37'053 Less accumulated depreCIation 10b 27,717 15,678 10c 11 Investmentspublicly traded securities 11 12 Investmentsother securities See Part IV, line 11 12 13 Investmentsprogram-related See Part IV, line 11 13 14 Intangible assets 14 15 Other assets See Part IV, line 11 16 Total assets. Add lines 1 through 15 (must equal line 34) 17 Accounts payable and accrued expenses 17 18 Grants payable 18 19 Deferred revenue 19 14,075 15 14,075 457,199 16 784,902 20 Tax-exempt bond liabilities 20 U... 21 Escrow or custodial account liability Complete Part IV ofSchedule D 21 :2 = 22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons Complete Part II ofSchedule L 22 23 Secured mortgages and notes payable to unrelated third parties 23 24 Unsecured notes and loans payable to unrelated third parties 24 25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24) Complete Part X ofSchedule D 5148325 Total liabilities. Add lines 17 through 25 5,483 26 '3: E 26 m 3 9,336 0 Organizations that follow SFAS 117 (ASC 958), check here h- 7 and complete lines 27 through 29, and lines 33 and 34. E 27 Unrestricted net assets 232,399 27 696,655 E 28 Temporarily restricted net assets 219,317 28 88,247 E 29 If 3 Permanently restricted net assets 29 Organizations that do not follow SFAS 117 (ASC 958), check here h- ] and complete lines 30 through 34. S 30 Capital stock ortrust prinCIpal, or current funds 30 E 31 Paid-in or capital surplus,or and, bUIlding oreqUIpment fund 31 E 32 Retained earnings, endowment, accumulated income, or otherfunds E 33 Total net assets orfund balances 451,716 33 2 34 Total liabilities and net assets/fund balances 457,199 34 32 784,902 784,902 Form 990 (2013) Form 990 (2013) m Page 12 Reconcilliation of Net Assets Check IfSchedule 0 contains a response or note to any lIne In thIs Part XI 1 Total revenue (must equal Part VIII, column (A), lIne 12) 2 Total expenses (must equal Part IX, column (A), lIne 25) 3 Revenue less expenses Subtract lIne 2 from lIne 1 4 Net assets orfund balances at begInnIng ofyear (must equal Part X, lIne 33, column (A)) 5 . I 1 3,424,206 2 3,091,020 3 333,186 4 451,716 Net unrealIzed gaIns (losses) on Investments 5 6 Donated serVIces and use offaCIIItIes 6 7 Investment expenses 7 8 PrIor perIod adJustments 8 9 Other changes In net assets orfund balances (explaIn In Schedule 0) 10 Net assets orfund balances at end ofyear CombIne lInes 3 through 9 (must equal Part X, lIne 33, column (B)) 9 0 10 784,902 Financial Statements and Reporting Check IfSchedule O contaIns a response or note to any lIne In thIs Part XII . I7 Yes 1 No MODIFIED AccountIng method used to prepare the Form 990 I Cash I Accrual I7OtherCASH Ifthe organIzatIon changed Its method ofaccountIng from a prIor year or checked "Other," explaIn In Schedule 0 2a Were the organIzatIons fInanCIal statements comleed or reVIewed by an Independent accountant? 2a No IfYes,check a box below to IndIcate whetherthe fInanCIal statements forthe year were comleed or reVIewed on a separate baSIS, consolIdated baSIS, or both I Separate baSIS I ConsolIdated baSIS I Both consolIdated and separate baSIS b Were the organIzatIons fInanCIal statements audIted by an Independent accountant? 2b Yes IfYes,check a box below to IndIcate whetherthe fInanCIal statements forthe year were audIted on a separate baSIS, consolIdated baSIS, or both I Separate baSIS c I ConsolIdated baSIS I7 Both consolIdated and separate baSIS If"Yes," to lIne 2a or 2b, does the organIzatIon have a commIttee that assumes responSIbIIIty for overSIght ofthe audIt, reVIew, or comleatIon ofIts fInanCIal statements and selectIon ofan Independent accountant? 2C N0 3a N0 Ifthe organIzatIon changed eIther Its overSIght process or selectIon process durIng the tax year, explaIn In Schedule 0 3a As a result ofa federal award, was the organIzatIon reqUIred to undergo an audIt or audIts as set forth In the SIngle AudItActand OMB CIrcularA-133? b If"Yes," dId the organIzatIon undergo the reqUIred audIt or audIts? Ifthe organIzatIon dId not undergo the reqUIred audIt or audIts, explaIn why In Schedule 0 and descrIbe any steps taken to undergo such audIts 3b Form 990 (2013) Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN:93493321039084I OMB No 1545-0047 SCHEDULEA (Fonn9900r990EZ) Public Charity Status and Public Support Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust. Department of the Treasury Internal Revenue Serwce It Attach to Form 990 or Form 990-EZ. It See separate instructions. Open to Public It Information about Schedule A (Form 990 or 990-EZ) and its instructions is at Inspection www.irs.gov/form990. Name of the organization Employer identification number ILLINOIS POLICY INSTITUTE CO JOHN TILLMAN 41-2057028 m Reason for Public Charity Status (All organizations must complete this part.) See instructions. The organization is not a private foundation because it is (For lines 1 through 11, check only one box) 1 A church, convention ofchurches, or assomation ofchurches described in section 170(b)(1)(A)(i). 2 A school described in section 170(b)(1)(A)(ii). (Attach Schedule E ) 3 4 A hospital or a cooperative hospital serVIce organization described in section 170(b)(1)(A)(iii). A medical research organization operated in conjunction With a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, City, and state An organization operated forthe benefit ofa college or univerSIty owned or operated by a governmental unit described in U1 section 170(b)(1)(A)(iv). (Complete Part II ) A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v). 7777 7 77 An organization that normally receives a substantial part ofits support from a governmental unit orfrom the general public described in section 170(b)(1)(A)(vi). (Complete Part II ) A community trust described in section 170(b)(1)(A)(vi) (Complete Part II ) 17 An organization that normally receives (1) more than 331/3% of its support from contributions, membership fees, and gross receipts from actiVities related to its exempt functionssubject to certain exceptions, and (2) no more than 331/3% of its support from gross investment income and unrelated busmess taxable income (less section 511 tax) from busmesses achIred by the organization afterJune 30, 1975 See section 509(a)(2). (Complete Part III) 10 An organization organized and operated excluswely to test for public safety See section 509(a)(4). 11 _L7 An organization organized and operated excluswely forthe benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1)or section 509(a)(2) See section 509(a)(3). Check the box that describes the type ofsupporting organization and complete lines lle through 11h a Type I b Type II c Type III - Functionally integrated d Type III - Non-functionally integrated By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons otherthan foundation managers and otherthan one or more publicly supported organizations described in section 509(a)(1)or section 509(a)(2) Ifthe organization received a written determination from the IRS that it is a Type I, Type II, orType III supporting organization, check this box Since August 17, 2006, has the organization accepted any gift or contribution from any ofthe followmg persons? (i) A person who directly or indirectly controls, either alone ortogether With persons described in (ii) Yes No and (iii) below, the governing body of the supported organization? 119(i) (ii) A family member ofa person described in (i) above? 119(ii) (iii) A 35% controlled entity ofa person described in (i) or (ii) above? 119(iii) PrOVIde the followmg information about the supported organization(s) (i) Name of supported organization (ii) EIN (iii)Type of organization (described on lines 1- 9 above orIRC section (see inst ruct ions) ) (iv) Is the organization in col (i) listed in your governing document? Yes No (v) Did you notify the organization in col (i) ofyour support? Yes (vi) Is the organization in col (i) organized in the U S 7 No Yes (vii) A mount of monetary support No Total For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ. Cat No 11285F ScheduleA(Form 9900r990EZ)2013 Schedule A (Form 990 or 990-EZ) 2013 Page 2 m Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of PartI or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.) Section A. Public Support Calendar year (or fiscal year beginning (a)2009 (b)2010 (c)2011 (d)2012 (e)2013 (f) Total in)? Gifts, grants, contributions, and 1 membership fees received (Do not 1,450,074 1,774,895 2,855,925 3,685,228 3,416,717 13,182,839 include any "unusual grants ") Tax revenues leVIed forthe organization's benefit and either paid to or expended on its behalf The value ofserVIces orfaCIlities furnished by a governmental unit to the organization Without charge 1,450,074 1,774,895 2,855,925 3,685,228 3,416,717 13,182,839 Total.Add lines 1 through 3 The portion of total contributions by each person (otherthan a governmental unit or publicly 5,824,839 supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) Public support. Subtract line 5 6 7,358,000 from line 4 Section B. Total Support Calendar year (or fiscal year (a)2009 (b)2010 (c)2011 (d)2012 (e)2013 (f) Total beginning in) It 1,450,074 1,774,895 2,855,925 3,685,228 3,416,717 13,182,839 7 Amounts from line 4 8 10 11 12 Gross income from interest, diVidends, payments received on 1,914 securities loans, rents, royalties and income from Similar sources Net income from unrelated busmess actiVities, whether or not the busmess is regularly carried on Other income Do not include gain or loss from the sale of 876 capital assets (Explain in Part IV ) Total support (Add lines 7 through 10) Gross receipts from related actiVities, etc (see instructions) 21 1,996 6,089 5,506 15,526 4,474 231 1,625 1,983 9,189 13,207,554 54184 12 First five years. Ifthe Form 990 is forthe organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here .iri Section C. Computation of P ublic Support Percentage 14 Public support percentage for 2013 (line 6, column (f) diVided by line 11, column (f)) 14 55 710 % 13 15 Public support percentage for 2012 Schedule A, Part II, line 14 16a 33 1/3/o support test2013.Ifthe organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization 33 1/3/o support test2012.Ifthe organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this box and stop here.The organization qualifies as a publicly supported organization 10/o-facts-and-circumstanoestest2013.Ifthe organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-CIrcumstances" test, check this box and stop here. Explain in Part IV how the organization meets the "facts-and-CIrcumstances" test The organization qualifies as a publicly supported organization 10/o-facts-and-circumstanoestest2012.Ifthe organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and ifthe organization meets the "facts-and-Circumstances" test, check this box and stop here. Explain in Part IV how the organization meets the "facts-and-CIrcumstances" test The organization qualifies as a publicly supported organization Private foundation. Ifthe organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions 17a 18 15 49 860 % H7 ri iri PI PI Schedule A (Form 990 or 990-EZ) 2013 ScheduleA (Form 990 or990-EZ)2013 Page3 m Support Schedule for Organizations Described in Section 509(a)(2) (Complete only If you checked the box on Ine 9 of PartI or If the organIzatIon faIled to qualIfy under Part II. If the organIzatIon faIls to qualIfy under the tests lIsted below, please complete Part II.) Section A. Public Support ca'endaryea' 335: year beg'""'"9 (a) 2009 (b) 2010 (c) 201 1 (d) 2012 (e) 2013 (f) Total (e) 2013 (f) Total 1 GIfts, grants, contrIbutIons, and membershIp fees recered (Do not Include any "unusual grants ") 2 Gross receIpts from admISSIons, merchandIse sold or serVIces performed, orfaCIIItIes furnIshed In any actIVIty that Is related to the organIzatIon's tax-exempt purpose 3 Gross receIpts from actIVItIes that are not an unrelated trade or busmess under sectIon 513 4 Tax revenues IeVIed forthe organIzatIon's benet and eIther paId to or expended on Its behalf 5 The value ofserVIces orfaCIIItIes furnIshed by a governmental unIt to the organIzatIon WIthout charge 6 Total.Add Ines 1 through 5 7a Amounts Included on Ines 1, 2, and 3 recered from dIsquaIIerd persons b Amounts Included on Ines 2 and 3 recered from otherthan dIsquaIIerd persons that exceed the greater of$5,000 or 1% ofthe amount on Ine 13 forthe year c Add Ines 7a and 7b 8 Public support (Subtract Ine 7c from Ine 6 ) Section B. Total Support ca'endaryea' 3353' year beg'""'"9 (a) 2009 (b) 2010 (c) 201 1 (d) 2012 9 10a Amounts from Ine 6 Gross Income from Interest, dIVIdends, payments recered on securItIes loans, rents, royaltIes and Income from SImIIar sources b Unrelated busmess taxable Income (less sectIon 511 taxes) from busmesses achIred after June 30, 1975 c Add Ines 10a and 10b 11 Net Income from unrelated busmess actIVItIes not Included In Ine 10b, whether or not the busmess Is regularly carrIed on 12 OtherIncome Do notInclude gaIn or loss from the sale of capItal assets (ExplaIn In Part IV ) 13 Total support. (Add Ines 9, 10c, 11, and 12 ) 14 First five years. Ifthe Form 990 Is forthe organIzatIon's rst, second, thIrd, fourth, or fth tax year as a 501(c)(3) organIzatIon, check thIs box and stop here I'l Section C. Computation of Public Support Percentage 15 PublIc support percentage for 2013 ( Ine 8, column (f) dIVIded by Ine 13, column (f)) 15 16 PublIc support percentage from 2012 Schedule A, Part III, Ine 15 15 Section D. Computation of Investment Income Percentage 17 Investment Income percentage for 2013 ( Ine 10c, column (f) dIVIded by Ine 13, column (f)) 17 18 Investment Income percentage from 2012 Schedule A, Part III, Ine 17 18 19a 33 1/3/o support tests2013.Ifthe organIzatIon dId not check the box on Ine 14, and Ine 15 Is more than 33 1/3%, and Ine 17 Is not more than 33 1/3%, check thIs box and stop here. The organIzatIon qualIers as a publIcly supported organIzatIon H 33 1/3/o support tests2012.Ifthe organIzatIon dId not check a box on Ine 14 or Ine 19a, and Ine 16 Is more than 33 1/3% and Ine 18 Is not more than 33 1/3%, check thIs box and stop here.The organIzatIon qualIers as a publIcly supported organIzatIon H Private foundation. Ifthe organIzatIon dId not check a box on Ine 14, 19a, or 19b, check thIs box and see InstructIons H b 20 Schedule A (Form 990 or 990-EZ) 2013 Schedule A (Form 990 or 990-EZ) 2013 Part IV Page4 Supplemental Information. Provnde the explanations requnred by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete thlS part for any addltlonal Information. (See Instructions). Facts And Circumstances Test Return Reference Explanation Schedule A (Form 990 or 990-EZ) 2013 Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN: 93493321039084I SCHEDULE c Political Campaign and Lobbying Activities W (Form 990 or 990'EZ) Department ofthe Treasury For Organizations Exempt From Income Tax Under section 501 (c) and section 527 F- Complete if the organization is described below. b- Attach to Form 990 or Form 990-EZ. h- See separate instructions. h- Information about Schedule C (Form 990 or 990-EZ) and its . . . . instructions is at www.1rs.gov (form990. 1 3 Internal Revenue Sewice Open to Public . Ins . ect on If the organization answered "Yes" to Form 990, Part IV, Line 3, or Form 99042, Part V, line 46 (Political Campaign Activities), then in Section 501(c)(3) organizations Complete Parts I-A and B Do not complete Part I-C in Section 501(c) (other than section 501(c)(3)) organizations Complete Parts I-A and C below Do not complete Part I-B in Section 527 organizations Complete Part I-A only If the organization answered "Yes" to Form 990, Part IV, Line 4, or Form 99042, Part VI, line 47 (Lobbying Activities), then in Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)) Complete Part II-A Do not complete Part "-8 in Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)) Complete Part "-8 Do not complete Part II-A If the organization answered "Yes" to Form 990, Part IV, Line 5 (Proxy Tax) or Form 99042, Part V, line 35c (Proxy Tax), then in Section 501(c)(4), (5), or (6) organizations Complete Part I Name of the organization Employer identification number ILLINOIS POLICY INSTITUTE CO JOHN TILLMAN 41-2057028 m Complete if the organization is exempt under section 501(c) or is a section 527 organization. 1 PrOVIde a description ofthe organizations direct and indirect political campaign actiVities in Part IV 2 Political expenditures 3 Volunteer hours Part I-B $ In- Complete if the organization is exempt under section 501(c)(3). 1 Enterthe amount ofany eXCIse tax incurred by the organization under section 4955 h- 2 Enterthe amount ofany eXCIse tax incurred by organization managers under section 4955 h- 3 Ifthe organization incurred a section 4955 tax, did it file Form 4720 forthis year? I Yes I No 4a Was a correction made? I Yes I No b If"Yes," describe in Part IV Part I-C Complete if the organization is exempt under section 501(c), except section 501(c)(3). 1 Enterthe amount directly expended by the filing organization for section 527 exempt function actiVities 2 Enterthe amount ofthe filing organization's funds contributed to other organizations for section 527 exempt function actiVities 3 Total exempt function expenditures Add lines 1 and 2 Enter here and on Form 1120-PO L, line 17b bbb- Did the filing organization file Form 1120-POL forthis year? 5 $ $ $ I Yes I No Enterthe names, addresses and employer identification number (EIN) ofall section 527 political organizations to which the filing organization made payments For each organization listed, enterthe amount paid from the filing organizations funds Also enterthe amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC) Ifadditional space is needed, prOVIde information in Part IV (a) Name (WAddress For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ. (C) EIN (d)Amount paid from fan orgamzatlon-s (e)Amunt OfPOI't'CaI contributions received funds Ifnone, enter -0- and Promptly and directly delivered to a separate political organization Ifnone, enter-O- Cat No 500845 Schedule (3 (Form 990 or 990-52) 2013 Schedule C (Form 990 or 990-EZ) 2013 Page 2 Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)). h- ] Ifthe fIlIng organIzatIon belongs to an affIIIated group (and lIst In Part IV each affIIIated group member's name, address, EIN, expenses, and share ofexcess lobbyIng expendltures) h- ] Ifthe fIlIng organIzatIon checked box A and "lImIted control" prOVISIons apply m A Check B Check . . . . LImIts on LobbyIng Expenditures (The term expendltures means amounts pald or Incurred.) 1a a FIlIn orazlzatlogng totals Total lobbyIng expendltures to Influence publIc opInIon (grass roots lobbyIng) b Total lobbyIng expendltures to Influence a legIslatIve body (dIrect lobbyIng) b AffIIIated ( )group totals 20,861 4,916 c Total lobbyIng expendltures (add lInes 1a and 1b) d Other exempt purpose expendltures 3,065,243 25,777 e Total exempt purpose expendltures (add lInes 1c and 1d) 3,091,020 f LobbyIng nontaxable amount Enterthe amount from the followmg table In both columns 304 551 ' If the amount on line 1e, column (a) or (b) is: Not over $500,000 The lobbying nontaxable amount is: 20% of the amount on lIne 1e Over $500,000 but not over $1,000,000 $100,000 plus 15% of the excess over $500,000 Over $1,000,000 but not over $1,500,000 $175,000 plus 10% of the excess over $1,000,000 Over $1,500,000 but not over $17,000,000 $225,000 plus 5% of the excess over $1,500,000 Over $17,000,000 $1,000,000 9 Grassroots nontaxable amount (enter 25% oflIne 1f) 76,138 h Subtract lIne lg from lIne 1a Ifzero or less, enter-0- 0 i Subtract lIne 1ffrom lIne 1c Ifzero or less, enter-0- 0 j Ifthere Is an amount otherthan zero on eIther lIne 1h or lIne 1I, dId the organIzatIon le Form 4720 reportIng sectIon 4911 tax forthIs year? N Y ' es ' 4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the instructions for lines 2a through 2f on page 4.) Lobbying Expenditures During 4-Year Averaging Period Calendaryear(rf'sca'year begInnIng In) 2a LobbyIng nontaxable amount I, LobbyIng ceIlIng amount (150% of lIne 2a, column(e)) c Total lobbyIng expendltures d Grassroots nontaxable amount e Grassroots ceIlIng amount (150% oflIne 2d, column (e)) f Grassroots lobbyIng expendltures (a)2010 236,609 (b)2011 282,181 (c)2012 332,909 (d)2013 304,551 (e)Total 1,156,250 1,734,375 8,527 13,678 18,616 25,777 66,598 59,152 70,545 83,227 76,138 289,062 433,593 8,527 13,620 17,941 20,861 60,949 Schedule C (Form 990 or 990-EZ) 2013 ScheduleC (Form 990 or990-EZ)2013 Part II-B Page3 Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)). a ( ) For each "Yes response to lines 1a through 1i below, prowde In Part IV a detailed description of the lobbying actiVity. 1 Yes b ( ) Amount No During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of Volunteers? Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? M edia advertisements? Mailings to members, legislators, orthe public? Publications, or published or broadcast statements? Grants to other organizations for lobbying purposes? Direct contact With legislators, their staffs, government offICIals, or a legislative body? sin-honour Rallies, demonstrations, seminars, conventions, speeches, lectures, or any Similar means? Other actiVities? j 2a Total Add lines 1c through 1i Did the actiVities in line 1 cause the organization to be not described in section 501(c)(3)? b If"Yes," enterthe amount ofany tax incurred under section 4912 c If "Yes," enter the amount ofany tax incurred by organization managers under section 4912 d Ifthe filing organization incurred a section 4912 tax, did it file Form 4720 forthis year? I I m 1 Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6). Yes No Were substantially all (90% or more) dues received nondeductible by members? 1 2 Did the organization make only in-house lobbying expenditures of$2,000 or less? 2 3 Did the organization agree to carry over lobbying and political expenditures from the prior year? 3 Part III-B Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered Yes. Dues, assessments and Similar amounts from members 1 Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid). 1 2 a Current year Carryoverfrom last year 2a 2b Total 2c 3 Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues 3 4 Ifnotices were sent and the amount on line 2c exceeds the amount on line 3, what portion ofthe excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? Taxable amount oflobbying and political expenditures (see instructions) 4 5 5 Part IV Supplemental Information PrOVIde the descriptions reqUIred for Part l-A, line 1, Part l-B, line 4, Part l-C, line 5, Part II-A (affiliated group list), Part II-A, line 2, and Partll-B line 1 Also com lete this art for an additional information Return Reference Explanation Schedule C (Form 990 or 990-EZ) 2013 ScheduleC (Form 990 or990-EZ)2013 ' Su lemental Information Return Reference Page4 continued Explanation Schedule D (Form 990) 2013 Iefile GRAPHIC print - DO NOT PROCESS DLN:93493321039084I OMB No 1545-0047 SCHEDULE D (Form 990) Department of the Treasury Internal Revenue Sewice As Filed Data - Supplemental Financial Statements F- Complete if the organization answered "Yes," to Form 990, Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b h- Attach to Form 990. h- See separate instructions. h- Information about Schedule D (Form 990) and its instructions is at www.irs.gov [form990. Name of the organization ILLINOIS POLICY INSTITUTE CO JOHN TILLMAN m Open to Public Inspection Employer identification number 41-2057028 Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990 Part IV, line 6. (a) Donor adVIsed funds (b) Funds and other accounts 1 Total number at end ofyear 2 Aggregate contributions to (during year) 3 Aggregate grants from (during year) 4 Aggregate value at end ofyear 5 Did the organization inform all donors and donor adVIsorS in writing that the assets held in donor adVIsed funds are the organization's property, subject to the organization's exc u5ive legal control? Yes I No Did the organization inform all grantees, donors, and donor adVIsorS in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor adVIsor, or for any other purpose conferring impermiSSible private benefit? ' YeS ' N0 m 1 Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7. Purpose(s) ofconservation easements held by the organization (check all that apply) I Preservation ofland for public use (e g , recreation or education) I Preservation ofan historically important land area Protection of natural habitat I Preservation ofa certified historic structure I Preservation ofopen space Complete lineS 2a through 2d ifthe organization held a qualified conservation contribution in the form ofa conservation easement on the last day of the tax year Held at the End of the Year QnU'N Total number ofconservation easements 2a Total acreage restricted by conservation easements 2b Number ofconservation easements on a certified historic structure included in (a) 2c Number ofconservation easements included in (c) achIred after 8/17/06, and not on a historic structure listed in the National Register 2d Number ofconservation easements modified, transferred, released, extingwshed, or terminated by the organization during the tax year FNumber ofstateS where property subject to conservation easement is located hDoeS the organization have a written policy regarding the periodic monitoring, inspection, handling ofVIolations, and enforcement of the conservation easements it holds? ' YeS ' N0 Yes I No Staff and volunteer hours devoted to monitoring, inspecting, and enforcmg conservation easements during the year hAmount ofexpenses incurred in monitoring, inspecting, and enforcmg conservation easements during the year F$ Does each conservation easement reported on line 2(d) above satisfy the reqUIrementS ofsection 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? In Part XIII, describe how the organization reports conservation easements in itS revenue and expense statement, and balance sheet, and include, ifapplicable, the text of the footnote to the organizations finanCIal statements that describes the organizations accounting for conservation easements m 1a Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets. Complete if the organization answered "Yes" to Form 990, Part IV, line 8. Ifthe organization elected, as permitted under SFAS 116 (ASC 958), not to report in itS revenue statement and balance sheet works ofart, historical treasures, or other Similar assets held for public exhibition, education, or research in furtherance of public serVIce, prOVIde, in Part XIII, the text of the footnote to itS finanCIal statements that describes these items Ifthe organization elected, as permitted under SFAS 116 (ASC 958), to report in itS revenue statement and balance sheet works ofart, historical treasures, or other Similar assets held for public exhibition, education, or research in furtherance of public serVIce, prOVIde the followmg amounts relating to these items (i) Revenues included in Form 990, PartVIII, line 1 h-$ (ii)AssetS includedin Form 990,PartX I"$ Ifthe organization received or held works ofart, historical treasures, or other Similar assets for finanCIal gain, prOVIde the followmg amounts reqUIred to be reported under SFAS 116 (ASC 958) relating to these items RevenueSincluded in Form 990,PartVIII, ine1 b h-$ Assets includedin Form 990,PartX For Paperwork Reduction Act Notice, see the Instructions for Form 990. h-$ Cat No 5 2283 D Schedule D (Form 990) 2013 ScheduleD(Form990)2013 Page2 Manizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued) 3 a USIng the organIzatIons achISItIon, acceSSIon, and other records, check any of the followmg that are a SIgnIfIcant use of Its collectIon Items (check all that apply) I Loan orexchange programs d I Publlc exhlbltlon b I Scholarly research c I PreservatIon forfuture generatIons e I Other 4 PrOVIde a descrIptIon of the organIzatIons collectIons and explaIn how they furtherthe organIzatIons exempt purpose In Part XIII 5 DurIng the year, dId the organIzatIon soIICIt or recere donatIons ofart, hIstorIcal treasures or other SImIIar assets to be sold to raIse funds ratherthan to be maIntaIned as part ofthe organIzatIons collectIon? Part IV 1a b ' Yes ' No Escrow and Custodial Arrangements. Complete If the organIzatIon answered "Yes" to Form 990, Part IV, lIne 9, or reported an amount on Form 990, Part X, lIne 21. Is the organIzatIon an agent, trustee, custodIan or other IntermedIary for contrIbutIons or other assets not Included on Form 990,Part X? _Yes _No If "Yes," explaIn the arrangement In Part XIII and complete the followmg table Amount C BegInnIng balance d AddItIons durIng the year 3 DIstrIbutIons durIng the year f EndIng balance 2a b DId the organIzatIon Include an amount on Form 990,Part X, Ine 21? I_Yes If"Yes," explaIn the arrangement In Part XIII Check here Ifthe explanatIon has been prOVIded In Part XIII . . . . . . . . I_No ' Endowment Funds. Complete If the organIzatIon answered "Yes" to Form 990, Part IV, lIne 10. (a)Current year (b)PrIor year b (c)Two years back (d)Three years back (e)Four years back 1a BegInnIng ofyear balance b ContrIbutIons c NetInvestment earnIngs,gaIns,and losses d Grants or scholarshIps e Other expendItures forfaCIIItIes and programs f AdmInIstratIve expenses 9 End ofyear balance 2 PrOVIde the estImated percentage ofthe current year end balance (IIne lg, column (a)) held as a Board deSIgnated or quaSI-endowment h- b Permanent endowment h- C TemporarIly restrIcted endowment hThe percentages In lInes 2a, 2b, and 2c should equal 100% 3a Are there endowment funds not In the posseSSIon of the organIzatIon that are held and admInIstered for the organIzatIon by (i)unrelatedorganIzatIons b 4 . . . . . . . . . . . . . . . . . . . . . Yes . . . 3a(i) (ii) related organIzatIons . . . . . . . . . . . . . . . . . . . . . . . . If"Yes" to 3a(II), are the related organIzatIons lIsted as reqUIred on Schedule R? . . . . . . . . . 3a() 3b No DescrIbe In Part XIII the Intended uses ofthe organIzatIon's endowment funds m 1a Land, Buildings, and Equipment. Complete If the organIzatIon answered 'Yes' to Form 990, Part IV, lIne 11a. See Form 990, Part X, lIne 10. (d) Book value (c) Accumulated (b)Cost or other (a) Cost or other Descrlptlon of property baSIS (Investment) baSIS (other) deprecIatIon Land b BUIIdIngS c Leasehold Improvements ququment. . . . . . . . . . . . . . . . 26,653 eOther................. Total.AddlInes lathrough 1e (Column (d)mustequa/Form990,PartX,co/umn(B),/Ine10(c).) . 18,492 10,400 . . . 9,225 . . . b- 8,161 1,175 9,336 Schedule D (Form 990) 2013 ScheduleD(Form990)2013 m Page3 InvestmentsOther Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12. (a) Description ofsecurity or category (b)Book value (c) Method ofvaluation (Including name ofsecurity) Cost or end-ofyear market value (1 )FinanCIal derivatives (2 )C losely-held eqUIty interests Other Total. (Column (b) must equal Form 990, PartX, col (B) We 12) " InvestmentsProgram Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13. (a) Description of investment (b) Book value (c) Method ofvaluation Cost or end-ofyear market value Total. (Column (b) must equal Form 990, PartX, col (B) We 13) " Other Assets. Complete ifthe organization answered 'Yes' to Form 990, Part IV, line 11d See Form 990, Part X, line 15 (a) Description (b) Book value Total. (Column (b) must equal Form 990, Part X, col.(B) lIne 15.) 1 . I- Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25. (a) Description ofliability (b) Book value Federal income taxes Total. (Column (b) must equal Form 990, PartX, col (B) We 25) p. 2. Liability for uncertain tax pOSItions In Part XIII, prOVIde the text of the footnote to the organization's finanCIal statements that reports the organization's liability for uncertain tax pOSItions under FIN 48 (ASC 740) Check here ifthe text ofthe footnote has been prOVIded in Part XIII [7 Schedule D (Form 990) 2013 Schedule D (Form 990) 2013 m Page4 Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete If the organIzatIon answered 'Yes' to Form 990, Part IV, lIne 12a. Total revenue, gaIns, and other support per audIted fInanCIal statements 2 1 3,424,206 Amounts Included on lIne 1 but not on Form 990, Part VIII, lIne 12 a Net unrealIzed gaIns on Investments 2a b Donated serVIces and use offaCIIItIes 2b c Recoveries of prIor year grants 2c d Other (DescrIbe In Part XIII) 2d e Add lInes 2a through 2d 2e 3 Subtract lIne 2e from lIne 1 3 3,424,206 4 Amounts Included on Form 990, Part VIII, lIne 12, but not on lIne 1 4c 0 5 3,424,206 c 5 Investment expenses not Included on Form 990, Part VIII, lIne 7b 4a Other (DescrIbe In Part XIII) 4b AddlInes4aand 4b Totalrevenue Add lInes 3and 4c. (ThIs must equalForm 990,PartI,lIne 12) m . . . . Reconciliation of Expenses per Audited Financial Statements With Ex penses per Return. Complete If the organIzatIon answered 'Yes' to Form 990, Part IV, lIne 12a. Total expenses and losses per audIted fInanCIal statements 2 . 0 1 3,091,020 Amounts Included on lIne 1 but not on Form 990, Part IX, lIne 25 a Donated serVIces and use offaCIIItIes 2a b PrIor year adjustments 2b c Otherlosses 2c d Other (DescrIbe In Part XIII) 2d e Add lInes 2a through 2d 2e 0 3 Subtract lIne 2e from lIne 1 3 3,091,020 4 Amounts Included on Form 990, Part IX, lIne 25, but not on lIne 1: 4c 0 5 3,091,020 c 5 Investment expenses not Included on Form 990, Part VIII, lIne 7b 4a Other (DescrIbe In Part XIII) 4b AddlInes4aand 4b Totalexpenses Add lInes 3and 4c. (ThIs must equalForm 990,PartI,lIne 18) m Supplemental Information PrOVIde the descrIptIons reqUIred for Part II, lInes 3, 5, and 9, Part III, lInes 1a and 4, Part IV, lInes 1 b and 2b, Part V, lIne 4, Part X, lIne 2, Part XI, lInes 2d and 4b, and Part XII, lInes 2d and 4b Also complete thIs part to prOVIde any addItIonal InformatIon Return Reference PART X, LINE 2 ExplanatIon THE FINANCIAL STATEMENT EFFECTS OFA TAX POSITION TAKEN OR EXPECTED TO BE TAKEN ARE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE LIKELY THAN NOT, BASED ON THE TECHNICAL MERITS,THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION AS OF DECEMBER 31, 2013,THE INSTITUTE HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS THE FEDERAL AND STATE RETURNS OFTHE INSTITUTE FORTAX YEARS 2010, 2011 AND 2012 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND STATE TAXING AUTHORITIES, GENERALLY FORTHREE YEARS AFTER THEY WERE FILED Schedule D (Form 990) 2013 ScheduleD(Form990)2013 ' Su lemental Information Return Reference Pages continued Explanation Schedule D (Form 990) 2013 Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN: 93493321039084 OMB No 1545-0047 . . . Grants and Other Assistance to Organizations, ScheduleI (Form 990) Governments and IndIVIduals In the United States Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22. 3 Internal Revenue SerVICe I" Information about Schedule I (Form 990) and its instructions is at www.irs. ov form990. Name of the organization ILLINOIS POLICY INSTITUTE CO JOHN TILLMAN m 1 2 Inspection Employer identification number 41-2057028 General Information on Grants and Assistance Does the organization maintain records to substantiate the amount ofthe grants or a55istance, the grantees' eligibility forthe grants or a55istance, and theselectioncriteria usedtoawardthegrants ora55istance7. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Describe in Part IV the organization's procedures for monitoring the use ofgrant funds in the United States m . . . 7Yes _N0 Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 21, for any reCIpient that received more than $5,000. Part II can be duplicated if additional space is needed. (a) Name and address of organization or government (b) EIN (c) IRC Code section ifapplicable (d) Amount ofcash grant (e) Amount of noncash a55istance (f) Method of (9) Description of valuation non-cash a55istance (book, FMV,appraisa , other) (h) Purpose ofgrant or a55istance (1)LIBERTY JUSTICE CENTER 19OSLASALLE STREET 1630 CHICAGO,IL 60603 45-4204425 501(C)(3) 225,000 N/A N/A GRANT TO OTHER ORGANIZATION THAT SHARESTHE SAME PRINCIPLES ASILLINOIS POLICY INSTITUTE (2)DONORSTRUSTINC 109NHENRY STREET ALEXANDRIA,VA 22314 52-2166327 501(C)(3) 110,000 N/A N/A GRANT TO OTHER ORGANIZATION THAT SHARES THE SAME PRINCIPLES AS ILLINOIS POLICY INSTITUTE 2 Entertotalnumberofsection501(c)(3)andgovernmentorganizationslistedintheline1table. 3 Entertotalnumberofotherorganizationslistedinthelineltable. For Paperwork Reduction Act Notice, see the Instructions for Form 990. . . . . . . . . . . . . . . . . . . Cat No 50055P . . . . . . . . . . . . . . . . . . . . It . F Schedule I (Form 990) 2013 Schedule I (Form 990) 2013 m Page 2 Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22. Part III can be duplicated if additional space is needed. (a)Type ofgrant or a55istance Part IV (c)Amount of cash grant (d)Amount of non-cash a55istance (e)Method ofvaluation (book, FMV, appraisal, other) (f)Description of non-cash a55istance Supplemental Information. Prowde the information reqwred in Part I, line 2, Part III, column (b), and any other additional information. Ret urn Reference PART I, LINE 2 (b)Number of reCIpients Explanation ALL SPENDING IS MONITORED THROUGH THE ACCOUNTING SOFTWARE AND PROJECT MANAGEMENT TOOLS A NARRATIVE SUMMARY IS ALSO KEPT OF ALL PROJECTS Schedule I (Form 990) 2013 Iefile GRAPHIC print - DO NOT PROCESS Schedule J (Form 990) Department Ofme Treasury Internal ReVenue Sen/Ice As Filed Data - DLN: 93493321039084I Compensation Information OMB No 1545-0047 For certain Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees F- Complete if the organization answered "Yes" to Form 990, Part IV, line 23. h- Attach to Form 990. h- See separate instructions. h- Information about Schedule J (Form 990) and its instructions is at www.irs.gov [form990. Name of the organization ILLINOIS POLICY INSTITUTE CO JOHN TILLMAN 1 3 _ open to Pybllc InsPeCtlon Employer identification number 41-2057028 m Questions Regarding Compensation Yes 1a b 2 3 No Check the appropiate box(es) if the organization prOVIded any of the followmg to or for a person listed in Form 990, Part VII, Section A, line 1a Complete Part III to prOVIde any relevant information regarding these items I First-class or chartertravel I Housmg allowance or reSIdence for personal use Travel for companions Payments for busmess use of personal reSIdence Tax idemnification and gross-up payments Health or SOCIaI club dues or initiation fees I Discretionary spending account Personal serVIces (e g , maid, chauffeur, chef) Ifany ofthe boxes in line 1a are checked, did the organization followa written policy regarding payment or reimbursement or plOVlSlon ofall ofthe expenses described above? If"No," complete Part III to explain 1b Did the organization reqUIre substantiation priorto reimbursmg or allowmg expenses incurred by all directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? 2 Indicate which, ifany, of the followmg the filing organization used to establish the compensation of the organization's CEO/Executive Director Check all that apply Do not check any boxes for methods used by a related organization to establish compensation ofthe CEO/Executive Director, but explain in Part III 4 I7 Compensation committee I Independent compensation consultant I7 Written employment contract Compensation survey or study I7 Form 990 of other organizations I7 Approval by the board or compensation committee During the year, did any person listed in Form 990, Part VII, Section A, line 1a With respect to the filing organization or a related organization c Receive a severance payment or change-ofcontrol payment? 4a No PartICIpate in, or receive payment from, a supplemental nonqualified retirement plan? 4b No PartICIpate in, or receive payment from, an eqUIty-based compensation arrangement? 4c No The organization? 5a No Any related organization? 5b No The organization? 6a No Any related organization? 6b No For persons listed in Form 990, Part VII, Section A, line 1a, did the organization prOVIde any non-fixed payments not described in lines 5 and 6? If"Yes," describe in Part III 7 No Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was subject to the initial contract exception described in Regulations section 53 4958-4(a)(3)? If"Yes," describe in Part III 8 No If"Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53 4958-6(c)? 9 If"Yes" to any oflines 4a-c, list the persons and prOVIde the applicable amounts for each item in Part III Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9. 5 For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any compensation contingent on the revenues of If"Yes," to line 5a or 5b, describe in Part III 6 For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any compensation contingent on the net earnings of b If"Yes," to line 6a or 6b, describe in Part III 7 8 9 For Paperwork Reduction Act Notice, see the Instructions for Form 990. C at N o 5 00 5 3T Schedule J (Form 990) 2013 Schedule J (Form 990) 2013 Page 2 m Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplIcate copIes If additional space Is needed. For each IndIVIdual whose compensatIon must be reported In Schedule J, report compensatIon from the organIzatIon on row (I) and from related organIzatIons, descrIbed In the InstructIons, on row (II) Do not lIst any IndIVIduals that are not lIsted on Form 990, Part VII Note.The sum ofcolumns (B)(I)-(III) for each lIsted IndIVIdual must equal the total amount of Form 990, Part VII, SectIon A, lIne 1a, applIcable column (D) and (E) amounts forthat IndIVIdual (A) Name and TItle (B) Breakdown ofW-2 and/or 1099-MISC compensatIon (iii) Other (ii) Bonus & 0) Base reportable 'ncent'Ve com ensat on p compensatIon compensatIon (C) RetIrement and other deferred compensatIon (D) Nontaxable benefIts (E) Total ofcolumns (B)( )-(D) (F) CompensatIon reported as deferred In prIor Form 990 1 JOHN TILLMAN 30 BOARD DIREICTOR . (') (ii) 2301916 411649 12,682 1,818 7,997 1,349 251,595 44,816 (2)KRISTINA RASMUSSEN EXECUTIVE VICE PRESIDENT (i) (ii) 112,775 19,264 10,500 1,500 5,319 1,087 128,594 21,851 Schedule J (Form 990) 2013 ScheduIeJ (Form 990)2013 Page3 m Supplemental Information PrOVIde the Information, explanation, or descriptions reqUIred for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II Also complete this part for any additional information Ret urn Reference Expla nation Schedule J (Form 990) 2013 Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN: 93493321039084I Noncash Contributions OMB N 1545'0047 rComplete if the organizations answered "Yes" on Form 3 990, Part IV, lines 29 or 30. _ Departmentofihe Treasury p Attach to Form 990_ Open to Public Internal Revenue SerVICe IvInformation about Schedule M (Form 990) and its instructions is at www.irs. : ov form990. Ins I ection Name of the organization Employer identification number ILLINOIS POLICY INSTITUTE CO JOHN TILLMAN 41-2057028 m Types of Property (a) Check if applicable (b) Number ofcontributions or items contributed (C) Noncash contribution amounts reported on Form 990,PartVIII, ine 19 (d) Method ofdetermining noncash contribution amounts A rtWorks of art A rtH istorical treasures A rtFractional interests Books and publications U'l-hWNl-l Clothing and household goods Cars and other vehicles Boats and planes Intellectual property UQNOS SecuritiesPublicly traded . 10 SecuritiesClosely held stock . 11 SecuritiesPartnership,LLC, ortrustinterests . . SecuritiesMiscellaneous 12 13 15 Qualified conservation contributionHistoric structures . Qualified conservation contributionOther RealestateReSIdential 16 Real estateCommerCIal 14 17 Real estateO ther 18 Collectibles 19 Food inventory 20 Drugs and medical supplies 21 TaXIdermy X 5 68,677 FAIR MARKET VALUE 22 Historical artifacts 23 SCIentific speCImens 24 A rcheological artifacts 25 Otherlv( 26 Otherlv( ) 27 Otherlv( ) 28 Otherlv( 29 Number of Forms 8283 received by the organization during the tax yearfor contributions for which the organization completed Form 8283, Part IV, Donee Acknowledgement . . ) ) . 29 Yes 30a No During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which is not reqUIred to be used for exempt purposes forthe entire holding period? . . . . . . . . . . . . . . . . . . 30a No N0 b If"Yes," describe the arrangement in Part II 31 Does the organization have a gift acceptance policy that reqUIres the reVIew ofany non-standard contributions? 31 32a Does the organization hire or use third parties or related organizations to SOIICIt, process, or sell noncash contributions'r.......................... 32aYes b If"Yes," describe in Part II 33 Ifthe organization did not report an amount in column (c) for a type of property for which column (a) is checked, describe in Part II For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat No 51227] Schedule M (Form 990) (2013) Schedule M (Form 990) (2013) Page 2 Supplemental Information. Provnde the Information requnred by Part 1, lines 30b, 32b, and 33, and whether the organization IS reporting In Part 1, column (b), the number of contributions, the number of Items recelved, or a combination of both. Also complete this part for any addltlonal Information. Return Reference PART I, LINE 328 Explanation CHARLES SCHWAB IS USED TO SELL PUBLICLY TRADED STOCK THAT IS DONATED Schedule M (Form 990) (2013) Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN:93493321039084I OMB No 1545-0047 SCHEDULE 0 (Form 990 or 990-EZ) Supplemental Information to Form 990 or 990-EZ Complete to provide information for responses to specific questions on Open to Public Form 990 or to provide any additional information. Inspection h- Attach to Form 990 or 990-EZ. h- Information about Schedule 0 (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990. Name of the organization Employer identification number ILLINOIS POLICY INSTITUTE CO JOHN TILLMAN 41-2057028 Department of the Treasury Internal Revenue SerVIce 990 Schedule 0, Supplemental Information Return Reference Explanation FORM 990, PART VI, SECTION B, LINE 1] PRIOR TO SUBMISSION TO THE IRS, FORM 990 IS PROVIDED TO THE PRINCIPAL OFFICER AND GOVERNING BODY OF THE ORGANIZATION FOR REVIEW FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REVIEWS THE CONFLICT OF INTEREST POLICY ONCE A YEAR WITH THE BOARD OF DIR ECTORS & EMPLOYEES AND INQUIRE OF ANY MATERIAL CHANGES FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF CEO IS DETERMINED BY AN EXAMINATION OF COMPARABLE DATA FOR OTHER CEO'S IN THE INDUSTRY COUNTRYWIDE AND IN THE CHICAGOLAND AREA THE INFORMATION FROM THAT RESEARCH S Sl-IARED WITH THE BOARD OF DIRECTORS WHO THEN APPROVE COMPENSATION FOR THE CEO NOTE THAT AN INDEPENDENT CONSULTANT IS NOT UTILIZED IN THE PROCESS FOR OTHER OFFICERS AND KEY EMPLO YEES THE COMPENSATION PROCESS IS THE SA ME WITH THE CEO HAVING FULL DISCRETION AS DELEGATED BY THE BOARD OF DIRECTORS FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS WILL BE AVAILABLE UPON REQUEST FORM 990, PART VII, COLUMN (B) JOHN TILLMAN DEVOTES APPROXIMATELY 1 HOUR PER WEEK TO A RELATED ORGANIZATION, LIBERTY JUST ICE CENTER JOHN TILLMAN DEVOTES APPROXIMATELY 10 HOURS PER WEEK TO A RELATED ORGANIZATION, GOVERNMENT ACCOUNTABILITY ALLINACE FORM 990, PART XII, LINE 1 THE ORGANIZATION USES THE MODIFIED CASH BASIS OF ACCOUNTING CERTAIN REVENUES ARE RECOGNIZ ED WHEN RECEIVED RATHER Tl-IAN WHEN EARNED AND CERTAIN EXPENSES ARE RECOGNIZED WHEN PAID RAT HER Tl-IAN WHEN THE OBLIGATION IS INCURRED FORM 990, PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN THE PROCESS SINCE THE PRIOR YEAR SCHEDULE R, PART V, COLUMN D N - THE AMOUNT OF SHARED FACILITIES IS DETERMINED BY THE SQUARE FOOTAGE USED BY LIBERTY JU STICE CENTER AND GOVERNMENT ACCOUNTABILITY ALLIANCE DIVIDED BY THE TOTAL SQUARE FOOTAGE LE ASED BY ILLINOIS POLICY INSTITUTE P- THE AMOUNT OF REIMBURSEMENT IS DETERMINED BY THE PO RTION OF OPERATING EXPENSES INCURRED BY LIBERTY JUSTICE TI-IAT WERE PAID BY ILLINOIS POLICY INSTITUTE ASSUMED NAMES OF ILLINOIS POLICY INSTITUTE COMMON SENSE WITH PAUL JACOB GREAT COMMUNICATORS BOOT CAMP ILLINOIS NEWS NETWORK GIVE ME A CHOICE WAUKEGAN Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - F o rm Depanmentohe Treasury DLN: 93493321039084 OMB No 1545-0047 . . . Related Organizations and Unrelated Partnerships SCHEDULE R ( F- Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37. h- Attach to Form 990. h- See separate instructions. h- Information about Schedule R (Form 990) and its instructions is at www.irs.gov [form990. Open to Public Inlemal Revenue Sewice InsPeCtion Name of the organization ILLINOIS POLICY INSTITUTE CO JOHN TILLMAN Employer identification number 4 1-2O57O28 m Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33. (a) Name, address, and EIN (if applicable) of disregarded entity m (b) Primary actiVity (C) Legal domicile (state or foreign country) (d) Total income (e) Endofyear assets (f) Direct controlling entity Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related taxexempt organizations during the tax year. (a) Name, address, and EIN of related organization (1) LIBERTY JUSTICE CENTER 190 S LASALLE STREET 1500 CHICAGO, IL 60603 454204425 (2) GOVERNMENT ACCOUNTABILITY ALLIANCE 190 S LASALLE STREET 1500 (b) Primary actiVity (C) Legal domicile (state or foreign country) (d) Exempt Code section (e) Public charity status (if section 501(c)(3)) (f) Direct controlling entity TO ADVANCE ECONOMIC AND SOCIAL LIBERTIES AND A FREE ENTERPRISE SOCIETY IL 501(c)(3) LINE 7 ILLINOIS POLICY INSTITUTE INDEPENDENT GOVERNMENT WATCHDOG ADVOCATING FOR THE PEOPLE OF ILLINOIS IL 501(c)(4) LINE 7 ILLINOIS POLICY INSTITUTE (9) Section 512(b) (13) controlled entity? Yes No Yes Yes CHICAGO, IL 60603 454204629 For Paperwork Reduction Act Notice, see the Instructions for Form 990. C at N o 5 O 1 3 SY Schedule R (Form 990) 2013 Schedule R (Form 990) 2013 m Page 2 Identification of Related Organizations Taxable as a Partnership Complete If the organIzatIon answered "Yes" on Form 990, Part IV, lIne 34 because It had one or more related organIzatIons treated as a partnershIp durIng the tax year. (a) Name, address, and EIN of related organIzatIon Part IV (b) PrImary actIVIty (C) Legal domIcIle (state or foreIgn country) (d) DIrect controllIng entIty (e) (f) (9) (h) (i) (J') PredomInant Share of Share of DIsproprtIonate Code VUBI General or Income(related, total Income endofyear allocatIons7 amount In box managIng unrelated, assets 20 of partner? excluded from Schedule K1 tax under (Form 1065) sectIons 512 514) Yes No Ya No (k) Percentage ownershIp Identification of Related Organizations Taxable as a Corporation or Trust Complete If the organIzatIon answered "Yes" on Form 990, Part IV, lIne 34 because It had one or more related organIzatIons treated as a corporatIon or trust durIng the tax year. (a) Name, address, and EIN of related organIzatIon (b) PrImary actIVIty (C) Legal domIcIle (state or foreIgn country) (d) DIrect controllIng entIty (e) Type of entIty (C corp, 5 corp, or trust) (f) Share of total Income (9) Share of end ofyear assets (h) Percentage ownershIp (i) SectIon 512 (b)(13) controlled entIty7 Yes No Schedule R (Form 990) 2013 ScheduleR(Form 990)2013 Page3 Transactions With Related Organizations Complete If the organIzatIon answered "Yes" on Form 990, Part IV, Me 34, 35b, or 36. Note. Complete lIne 1Ifany entIty Is lIsted In Parts II, III, or IV ofthIs schedule Yes N0 1 DurIng the tax year, dId the orgranIzatIon engage In any of the followmg transactIons WIth one or more related organIzatIons lIsted In Parts II-IV? No a ReceIpt of (i) Interest (ii) annUItIes (iii) royaltIes or (iv) rent from a controlled entIty 1a b GIft, grant, or capItal contrIbutIon to related organIzatIon(s) 1b c GIft, grant, or capItal contrIbutIon from related organIzatIon(s) 1C N0 d Loans or loan guarantees to or for related organIzatIon(s) 1d N0 e Loans or loan guarantees by related organIzatIon(s) 1e N0 f DIVIdends from related organIzatIon(s) 1f N0 9 Sale ofassets to related organIzatIon(s) lg No h Purchase ofassets from related organIzatIon(s) 1h No Yes i Exchange ofassets WIth related organIzatIon(s) 1i N0 j Lease of faCIIItIes, eqUIpment, or other assets to related organIzatIon(s) 15 N0 k Lease of faCIIItIes, eqUIpment, or other assets from related organIzatIon(s) 1k No 1' N0 I 2 Performance ofserVIces or membershIp orfundraISIng solICItatIons for related organIzatIon(s) m Performance ofserVIces or membershIp orfundraISIng solICItatIons by related organIzatIon(s) 1' n SharIng of faCIIItIes, eqUIpment, maIlIng lIsts, or other assets WIth related organIzatIon(s) 1" 0 SharIng of paId employees WIth related organIzatIon(s) 10 N0 Yes N0 Yes p ReImbursement paId to related organIzatIon(s) for expenses 1p q ReImbursement paId by related organIzatIon(s) for expenses 11 N0 r Othertransfer ofcash or property to related organIzatIon(s) 1r No 5 Othertransferofcash or property from related organIzatIon(s) 15 N0 Ifthe answerto any of the above Is "Yes," see the InstructIons for InformatIon on who must complete thIs lIne, IncludIng covered relatIonshIps and transactIon thresholds (a) Name of related organIzatIon (b) TransactIon type (as) (C) Amount Involved (d) Method of detennInIng amount Involved (1) LIBERTY JUSTICE CENTER B 225,000 ACTUAL CASH (2) LIBERTY JUSTICE CENTER N 12,469 SEE SCHEDULE 0 (3) LIBERTY JUSTICE CENTER P 46,336 SEE SCHEDULE 0 (4) GOVERNMENT ACCOUNTABILITY ALLIANCE N 75,594 SEE SCHEDULE 0 Schedule R (Form 990) 2013 Schedule R (Form 990) 2013 Page4 m Unrelated Organizations Taxable as a Partnership Complete If the organIzatIon answered "Yes" on Form 990, Part IV, lIne 37. PrOVIde the followmg InformatIon for each entIty taxed as a partnershIp through thch the organIzatIon conducted more than ve percent of Its actIVItIes (measured by total assets or gross revenue) that was not a related organIzatIon See InstructIons regardIng exclu5Ion for certaIn Investment partnershIps (a) Name, address, and EIN of entIty (b) PrImary actIVIty (C) Legal d0m C le (state or foreIgn country) (d) PredomInant Income (related, unrelated, excluded from tax under sectIons 512 514) (e) Are all partners sectIon 501(c)(3) organIzatIons7 Ys No (f) Share of total Income (9) Share of endofyear assets (h) DIsproprtIonate allocatIons7 Yes No (i) Code V7UBI amount In box 20 of Schedule K1 (Form 1065) (J') General or managIng partner? Yes (k) Percentage ownershIp No Schedule R (Form 990) 2013 Schedule R (Form 990) 2013 m Page 5 Supplemental Information PrOVIde addItIonal Information for responses to questions on Schedule R (see Instructions) Ret urn Reference Explanation Schedule R (Form 990) 2013 Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN:93493321039084I OMB No 1545-0172 DepreCIation and Amortization Form (Including Information on Listed Property) Department of the Treasury Internal Revenue SerVIce (99) 2013 It See separate instructions. Attachment Sequence No 179 It Attach to your tax return. Bustness or actiVity to which this form relates FORM 990 PAGE 10 Name(s)shown on return ILLINOIS POLICY INSTITUTE CO JOHN TILLMAN Identifying number 41-2057028 Election To Expense Certain Property Under Section 179 Note: If you have any listed property, complete Part V before you complete Part I. MaXImum amount (see instructions) - - - - - 500,000 Total cost ofsection 179 property placed in serVIce (see instructions) Threshold cost ofsection 179 property before reduction in limitation (see instructions) 2,000,000 Reduction in limitation Subtract line 3 from line 2 Ifzero or less, enter-0U'l-hWNl-l thi-I Dollar limitation fortax year Subtract line 4 from line 1 Ifzero or less, enter-O- Ifmarried filing separately, see instructions 5 (b) Cost (bustness use only) (a) Description ofproperty 7 Listed property Enterthe amount from line 29 I 7 8 Total elected cost ofsection 179 property Add amounts in column (c), lines 6 and 7 9 Tentative deduction Enterthe smaller ofline 5 or line 8 (c) Elected cost I 10 Carryover ofdisallowed deduction from line 13 ofyour 2012 Form 4562 11 Bustness income limitation Enterthe smaller of bustness income (not less than zero) or line 5 (see 10 instructions) 11 12 Section 179 expense deduction Add lines 9 and 10, but do not enter more than line 11 12 13 Carryoverofdisallowed deduction to 2014 Add lines 9 and 10, less line 12 .I' l 13 l Note: Do not use Part II or Part III below for listed property. Instead, use Part V. Special Depreciation Allowance and Other Depreciation (Do not Include listed property ) (See Instructions ) 14 Spectal deprectation allowance for qualified property (otherthan listed property) placed in serVIce during the tax year (see instructions) 14 15 Property subject to section 168(f)(1) election 15 16 Other deprectation (including ACRS) m - - - - - - - - - - - - - - - - - - - 16 257 MACRS Depreciation (Do not include listed property.) (See instructions.) Section A 17 MACRS deductions for assets placed in serVIce in tax years beginning before 2013 - 18 Ifyou are electing to group any assets placed in serVIce during the tax year into one or more general asset accounts, check here . 17 I 6,085 ....i- _ Section BAssets Placed in Service During 2013 Tax Year Using the General Depreciation System (c) Basts for (a) Class'catlon Of property $235213: sen/Ice (bustiZZE/Irliail/Egment use (d) Recovery period (e) Convention (f) Method Deprematlon deduction onlysee instructions) 19a 3-year property b5-year property c7-year property d 10-year property e 15-year property f 20-year property 9 25-year property 25 yrs h Restdential rental Property 27 5 Yrs 27 5 yrs MM MM S/L S/L S/L iNonrestdential real Property 39 Yrs MM MM S/L S/L Section CAssets Placed in Service During 2013 Tax Year Using the Alternative Depreciation System 20a Class life S/L b 12-year 12 yrs c40-year 40 yrs S/L MM S/L Summary (see instructions.) 21 Listed property Enter amount from line 28 21 22 Total.Add amounts from line 12, lines 14 through 17, lines 19 and 20 in column (9), and line 21 Enter here and on the appropriate lines ofyour return Partnerships and S corporationssee instructions 23 For assets shown above and placed in serVIce during the current year, enter the portion of the basts attributable to section 263A costs For Paperwork Reduction Act Notice, see separate instructions. C at N o 1 29 06 N 22 6,342 23 Form 4562 (2013) Form 4562 (2013) Page 2 Listed Property (Include automobIIes, certaIn other vehIcles, certaIn computers, and property used for entertaInment, recreatIon, or amusement.) Note: For any vehicle for which you are using the standard mileage rate or deducting lease expense, complete only 24a, 24b, columns (a) through (c) of Section A, all of Section B, and Section C if applicable. Section ADepreciation and Other Information (Caution: See the instructions for limits for passenger automobiles.) 24a Do you have ev Idence to support the busrness/Inv estment use claImed? rYs _No (a) Type of property (lIst vehIcles fIrst) (b) Date placed In servrce Busgss/ Investment use percentage (d) Cost or other basrs 24b If "Yes," Is the ev Idence ertten? _Yes ' No (e) (f) Bags for depreaatlon Recovery (busrness/Investment perIod use only) (g) Method/ ConventIon 25Specral deprecratIon allowance for qualIerd lIsted property placed In servrce durIng the tax year and used more than 50% In a qualIerd busrness use (see InstructIons) 26 Property used more than 50% In a qualIerd busrness use 0/o 0/o 0/o 27 Property used 50% or less In a qualIerd busrness use % % % (h) DeprecratIon/ ded uctIon (i) EleCted sectIon 179 cost 25 S/L S/L S/L 28 Add amounts In column (h), lInes 25 through 27 Enter here and on lIne 21, page 1 29 Add amounts In column(I),lIne 26 Enter here and on lIne 7,page 1 . I 28 I . . . 29 Section BInformation on Use of Vehicles Complete thIs sectIon for vehIcles used by a sole proprIetor, partner, or other "more than 5% owner," or related person If you provrded vehIcles to your employees, rst answer the questIons In SectIon C to see If you meet an exceptIon to completIng thIs sectIon for those vehIcles 30Tota busmess/mvestment mIles drIven durIng the year (do not Include commutIng mIles) (a) VehIcle 1 (b) VehIcle 2 (C) VehIcle 3 (d) VehIcle 4 (e) VehIcle 5 Yes Yes (f) VehIcle 6 31 Total commutIng mIles drIven durIng the year 32Total other personal(noncommutIng) mIles drIven 33Total mIles drIven durIng the year Add lInes 30 through 32 . . . . . . . 34 Was the vehIcle avaIIable for personal use durIng off-duty hours? . . . . Yes No Yes No Yes No No No Yes No . 35 Was the vehIcle used prImarIly by a more than 5% owner or related person? . . . 36 Is another vehIcle avaIIable for personal use? Section CQuestions for Employers Who Provide Vehicles for Use by Their Employees Answerthese questIons to determIne Ifyou meet an exceptIon to completIng SectIon B for vehIcles used by employees who are not more than 5% owners or related persons (see InstructIons) 37 Do you maIntaIn a ertten polIcy statement that prothIts all personal use ofvehIcles, IncludIng commutIng, by your employees? Yes No 38 Do you maIntaIn a ertten polIcy statement that prothIts personal use ofvehIcles, except commutIng, by your employees? See the InstructIons for vehIcles used by corporate ofcers, dIrectors, or 1% or more owners 39 Do you treat all use ofvehIcles by employees as personal use? 40 Do you provrde more than ve vehIcles to your employees, obtaIn InformatIon from your employees about the use of vehIcles, and retaIn the InformatIon recered? 41 Do you meet the requrrements concernIng qualIerd automobIle demonstratIon use? (See InstructIons) Note: Ifyour answer to 37, 38, 39, 40, or 41 Is "Yes," do not complete SectIon B for the covered vehIcles m Amortization (a) DescrIptIon ofcosts (b) Date amortIzatIon begIns (c) AmortIzable amount (d) Code sectIon (e) AmortIzatIon perIod or percentage (f) AmortIzatIon for thIs year 42 AmortIzatIon ofcosts that begIns durIng your 2013 tax year (see InstructIons) 43 AmortIzatIon ofcosts that began before your 2013 tax year 43 44 Total. Add amounts In column (f) See the InstructIons for where to report 44 Form 4562(20 1 3)