PERToD *-. 990 I Return oÍ Organization Exempt From lncome Tax under ôed¡ün s01(c), 5z¡, or 4947(âl(l) ôt tho lntôñtäl Revêfll¡å codo (êxcãÞl privå 3 > Oo not €nþr sorlat secorlty nuñbeß on lh"ls lorÍr ag It mây br made tp 0 B cH(d¿pilrdte Ü o¡o*,.r*n* I Hr*.,raçt C Nâmarôag,¿ÉrEgton l'ßDIgON INSTIIIIIIPE srruDrts It{c TfiS D EÍÞlôyôf E'OR I PO BOX 10150 crly ûf læfr, dâle or ptüvútco, Éû1Í81y. ånd ztp ór fû(e4fi pôsál codô temlnaø Ien oø,.tt oø***r."* 263 J. ROBERT MCCLI'RE. ITI lOO NORTII DTTVÀI. STREET !v* Sxo !vo Ix" Hlål "Nô,'Êüðtå I 1 1 2302 'ù&rett I nunbct 28LL Durg hr*eas as fJrma*m t-t Fhd¡eürrn/ LJ 29 + g'¿ 2 7902403 å fsl (Ëåo #lnJdþJlô) Ênefly descnÞe'lhe organøaùon's mÞson tHE MISSIOI1 0F t8Ë irÀ¡æs ìdÈDfgoN FTJORTÐå å,BOTM THBÍR GOvERNMErflÍ ÀND TTTE pt 2 CTÍÏZTNS OÉ' o¡. IIHE Sr¡ltrË aY Btrlc PoúIcY " of ils nel assets ûs 5 ( â ( 7b Þil6r Yêir 10 l1 Other rsvenuo (Pad Vtll, l3 J4 Grânts and grmrlar amouills pad Bênefrls pard to or for 15 Salanes. olhor 96 column (A), irnes 5*r0) 'l6a P¡ofesslonal tx, 17 18 'X, Other €xpenses (Part lX, Lnes 1 Totál 87 1d, 051 40 889 X 'lËË.å% 20 21 0 I b Totâl fundraßtng Total zara 4 7 4 1 X, hne 16) Total habrlrtres 224 lrne 26) 637 L18 l_ 416 Undel I declare lhâl I have examrned thß retum, true Sign Hsre rncludrng accômpany{ng sc'ledbles and slalements, and lo lhÊ besl ol my knowladge and batral, rt of p{€pafer (other than atícer) rs bBsêd ôn âfl ot wh'ch prepãrB, has âny knÖwledge rs Datê ) ïïï J. Typè q pìnt nMs ärd t¡llo prepðre/s ¡" & nffi RÀNSÀRD F,m'sffi I TIIOIISON BROCK T,UGER 6 3375G CÀPITAL CTR NE TATLAIASSEE, I'L 32308-3736 Êrm's addrèss ) the IRS drscuss lhrs retum wth the show¡ above? Pâpsrworl RBductton Act Notlcèr s€€ thè sêÞafåte tnst/ucllonE. dr( cn'* lr soll+m9by€d ÊfrN \ Þo02? 351 6 73 850*385*7 444 Yes No (20111 2O1 ?.056 o9t13¡201 I{ 1 1 PM Pg 5 2 F.OR F . Pð{.llt 08 Statement of Program Service Accomplishments 1 Bdefly descnbe the organzotion'ç mrssion TEE MISSION OI' 3EE ,TAldES t¿hDISOll INStITU !Ë 1S tO INgORllr ELORTDÀ .âBOIru TEEIR GOVERNMEÑT A}¡D TO ENSTJRE EEE F¡IITFRT .ãDTüãNCING F'RNE-lIilRffiÍ IDE,A,S PSRTATNTNG lIO gEE T 2 Otd the organnålron uñdertake any srgnficant program servrÇËs dunng th€ year whrch were not 3 prþr Fom 990 Òr 99ù82? lf Yes,'descnbe these new'eervrcss Dn Schedule O Ord lùe organlzstron !ea$e côndudrng, ól make sþnrllcant changes ¡n how rt cÕnduds, OE' BY Iverffir" f] È8rvtcês? lf 'YJÈ,r des-Öflþg liese changes oR srhsdule o vcs ffi uo 4 !o otfters, thê the lolal expênses, änd rèvenue, .f åhy, for eâch program seNrpe rêporled ,} ÂBCIUT ÀbTD SUCN TIMET.ESS HRSEDOtfi E:EDERãITISM¡ AtrD å,Ê frïäæRIPT RESPON8IBTIITY. THESE REPORtrS ,ïAldEs tdADIsoN rNstITuTE, TEN 1S OF TITE .'O{IRNAL OF ÍqÉ ÊRIErS, 0t{Ë ISSuH Ol' tHE I ori[E EDItrroN o¡' TIIE :SSUE MESSßNGER NU!ÍSLEI[1[ER, ONE ISSI]E rrlot{åL, couMp,NEARr, BrygEEKLy EI{ÄILS, P{IBX¿TGÀTTQNS ÀS NEEDED TNSTIH{,TE ME!dBËRS, LEËI ÀI,IAII¡àBLE fO THË GËNERAL 4b (Code )(Expen*es $ rN 201?, iJUI IIEI,D í TOTàI¡ OF 400 tiEì{BrR ErùtNrs, ÀND ITËI.D IN 2017 ïr[D T¡qCTJUDA crvr PUBLTC ÞOLICY 4d DAÀ ... I IIIEII À ) EDUCATTON/ M$dBERSTITP BUTITDÍNG/ NËÏï IORKTNG,ETC ) Olher program servrces (Descflbe rn Schedule O ) (Expenges rncludrnq qrants of $ (Revenu* s lncludrng granls of 5 $ . ag "T"gl4pfgglamì.e,flceexpense.:.Ì ) TAÍJI+ÈflA"SSFE, å¡ID NAPLEg . TTTE TNSTTIUHI HHIÐ I"O RSGTONAJJ E\¿E}TTS TOR STUDETßS. ÀDDTTTO}{¡IL EVENTS POITCY ËVSÑTS,. ÀI{ AD"à}II PUTNAM EVHNT roR l. 4c (tode IN 6 ! INgIÐENTÀJ, ROUÎTNEIJY DTSSRTBUTED TO , ¡lbtD HgÐI¡t, ÀS ÍIELL AS I'ÍADË ,oN IHETR I{fr.BST TE rOR UPON . $ 1,092,020 (Revenue $ ) {RÊ,1en!q S . ........ .. ) _ ._ rom 990 porz¡ , 20,t?05ê 09/13¡?018 4 v 1 2 3 4 5 7 I I PM P0 6 .t-: Tt{Ë ÏSON FOR 08 3 Yes -yes,. lf elect on tn elfect dunng thê tax yeûa ll yes," æmptete Schedulo C, pad ll ls lhe organüåtlon ã s€clKn 501 (cX4), 5ol (c)(5), or 501(c)(6) organzatroñ that receives membershrp dues, assessm€nts, or slmllar àmounts a$ def¡ned rn Revenue Pl^oc€dut¿ 98-í9? /f Yes, " comptata Schedulø Ç, x i ls lhe olgánl¿atlon râqu¡red to complete Sct¡edu/e B, schedute of Contríbutors (sea lnstructons)? Drd lhe organzakon engage tn duecf or tndrred pÐlit¡câl Ëmpa€n adryrttes on behalf of or tn opposùon,to cândldätes fof pubhD ofl5tre? fi Aes," oompleto Scliedr¡/e C, pañ t Section 501(cf(31 organ:zåt¡ons. Dld the organizatron engage rn tobbying adrvrties, or have a secùon sgl(h) x 3 4 : til X .: Dld lhe organt¿atron malnta,n any donor advised funds or any similar funds or accounts forwh¡ci donoæ have ths íght to pfovde ådvJce on lhe dlstnbuton or tfvestmenl ol amounls tn such funds or aËcðunls? ,f "Yos," comploto Schedule D, Paft t Þld lhê organtzalton r€ce,ve ot hold a consefvålton €äsernenl, includrng easemenls to presêrvêopÊfi space, the envrronment, hrstoic land areas, or hrstonc slruclurés? lf "Yes." complete Scbedu/e Ð, part lt Dld lhê olganlzehon matntåtn collèctiôns of worfts of ail, htstoncäl treasuÍes" or olilèr strÉtlår ássets? ¡¡ .yes,, complele Schedu/o D, Part I T of lstheorgänÞalrondescnbedins€clionSOl(cX3)or49a7(a)(1)(otherthanapnyalefoundafon)? @nplete Schedule A Patl 6 1 lll pad X, ltne 21, for orcrow or custodral account habrlrty, serve as a cuslodtan for amounts not tsled ln Pärt X, or provde credtl couns€ltflg, debt månagemenl, credrl teparr, ot debt negôhairofr servtÇes? lf "yes," complele Schedula D, pa¡t lV Dtd the organtzahon, dtrec'lly orlhrough a related organtzåtton, hold assets ,ntÞmporå¡ly resfnded x 7 I Drd lhe organrzatron repon an âmount rn 10 1l a b c d e f 'l2a b 13 14a b 15 16 17 '18 19 9 x endowmenls, permanent endowments, or quasr-endowments? lf "Yos, " cornp/el€ Sçtredu le D, pa¡l V lf the organrzahon's ânswêr to any of ihè followrng questtons rs Yes,i iâen complele Schedule D, pârts Vl, Vll, Vlll, lX, or X as appl,cabJe Dld the organlzåtlon repoñ an amount för land, burldrngs, and equrpm@nt tn part X, ilne '10? lf yes,. l0 x completa Scñedule D, Pad Vl Dld the ÖfgânÈåfton report an amount for rnvestmënts--.other secußlles tn Part X, l¡ne 12 lhat ls 5% or mora of ils totål âssets reported in Part X, hne 1ô? lf ,yas,, comptelo Schedule paft VII a1â 1tb Dld thè organfzaÙon feport an åmounl for lnvealùrents--'progtam relãted tn Fårt X, kne 13 lhat rs 5% or more of ¡ls total assets reported ln Part X, hne l6? lf nyes," cnmplele schedule Ð, paft vilt x t\c Ord lhê Organrraùon report an amount îor ôthet âssetg ¡n Far1 X, reÞorÌed rn Parl X, llne '16? lf .yes,. çomplgfe Schedø/e D, part x 11fl t, ¡ne 1.5 x thal e Syo o¡ more ol lts tÖtâl âssets lX Dtd lhe organ¿ahon feport ãn Êmount for olher lrábthttes tô pârt X, lÍ1ê ZS2 lf ,yes,, complete Schedulø Ð, pañ X Drd the organnalton's separate or consohdated f¡nå$crål ståtem€flls for the täx year tnclude a foolnole lhat addresses the organruatton's habrltty for uncertarn tâx postttons ünder FIN 4g (ASC 740)1 tf .yes," côñÞ!ëlê ScÞedute D, pâttX 11¡ x 12a x Dld the orgânrzahon obtatn sêparate, rndependent audlted financtal statements for the tåx yeâO t¡ "yes," complete Scl¡odrle D, ParlsXl and Xll Was the orgånrzatlôn included tn consolrdâtêd, rndeþendent audtted fìnanclal stalements for the tax 'Yes," and il lhe oßanizaiton answered "No" to lne 12a, then comfle(tng Schedu/e D, pa¡1s x 17e yeal lf 13 x x 1Ãa X fundralstng, bustness, lnvestment, and program servrc€ acltv(tes outstde the Unrted Slales, or aggregate foreign tnvestmenls valued at $100,000 or more? ll "Yes," complele Scherlute F, paÍs I and tV 14b x Dld the organrzahon repon on Fart lX, column (A), lrne 3, more than $5,000 of grants or other asststanc€ to or for any lorelgn o¡.gantzatlon? tf "Yes," contplele Schedute F. pô,.1s tt and lV 15 x 16 X 17 X XI and X¡ ts opl¡onal ls the orgänÈatron a sëhool desÊflbed tn secttôn 170(b)(1)(A)(;r)r il "yes.'" complete Scàedu/ê E Dld the organtzalton matntãrn an offic¡, employees, oragents outsrde of lhe Unrted Stales? Ðtdtheorganlzettonhaveaggregatefevenuesorexpensesof 12b morethan$10,000frÒmgrantmaktng, Drd the orgånrzatlon reporl on Parl ìX, column (A), llne 3, more than $5,000 of aggregate grânts or other assrstanceloorforforergnrndvrduals? tf "yes,"compleleschedule F,pañstilandlv Dld the orgarr12åtlon report â tolal of more lhan S15,000 of expenses for plofessronal fundralsrng serylces on Farl lX, cólumñ (A), irnes 6 and 11et i/'Yes.'' complete Sc,bedute G. Pad t(see rnslruÇttons) Dld the organlzätron reporl more than $15,000 tolal of fundrarstng event gross rncome and contllbulrons on Part Vlll, hnes 1c ând Ba" l{ "Yes," complete Schedute G. parl il Dtd the organtzalton repor.t mo¡.e 18 x lhån Sl5,O00 of gross rncome fro¡ï gâmtng acttvrtres on parl Vlll, hne gar l9 ror- 990 OÀA X (torz) 201?o5€ 08/13/2018 4 l1 PM P9 7 9Yæ 20a Þd 20d b 21 20b 22 23 lhe orgañËâhon operâte onê or rnore hosprfal facifrlresT ll !es,'æmplele Schedule H lf Yes' to lrne 20a, dld the organEafuon atlac¡ a copy ot rts åudited finânË¡al statemen¡g lo thrs relum? Dtd lhè organrzá,on report than 95,000 of graDls or olhsr asstslance lo any domestrc organuaùoñ or x 'T ùre lf "Yes." Ømplele Scòedule l, Pads I and ll Þrd lhe organøat¡on report more than 55,000 of granls or ôlher assistânce to or tor domestrc indrurduals on Pañ lX, column (A), lrne 2r ff aes," ømptete Scñedí/e l, Parls I and fll domesìrc government on Pari lX, column (A), li¡e 11 Drd the organr¿atron answer 22 Yes' lo Part Vll, Sècton A, hn¡ 3, 4, pr 5 ábÐut comÞensatron of lhe orgãnlzatron's rurrent and former oF¡cers, drreclors, trustees, key employees, and hrghest compensaled ømployees? ll ^les,'complete Schedulø J 23 24a 0É tlre b c organrzafro* hâvê à lðx€iernp( bond rsgue wdñ tn outstandtng prinüpâl ämounl of rïorê Ìhån $1 00,000 as of the lasl day ol thè yeâr, lhal wss rssued aner O€cember 31 , 2002? lt "Yss," answ$ hno* 24þ lhþugh 244 and complete Schoéulô K U'No," go lo lttlè zSa 24a D¡d the organzatton rnvest any proceeds of lax-exempl bonds beyond a lemporâry perrod exception? 24b Dd the organøalton maìntarn an escrow account othBr than a refundrng escrow âl €ny bme durng ths year to defease any tax.exempt bonds? d Drd thÞ olganËatron tci às 24c 24t aî "on behatf ofl l6suer for bonds outstaf¡drtg atâny lrme durrng:ll:e year? 25a SestionS0l(c)(t),S01(c)(a),ands0J{cX29)organlzatlons.Þrdtheorganrzalronengågernanexcessbenefit lrânsâc{on wrlh a dsqualrñed person dunng the yeet lf "Yes," complele Sclledu/e L, Pad I b 26 27 ls the orgånrtäion åwâfe ürât d eïgägèd rn an èxÔèsg bênèlit trðûsacltôn wlth å drsqr¡ålrliêd persofi !n a pnor yË3rr and lhat the tránsacf¡o¡ hâs nol been reported on any of the ôrgãnEaÛon's pflor Forms 990 or 99GEZ" ff "Yés," complelo SchedulÊ L, Pa¡t I Þd the orgånxâtron report àny amount on Part X, hne 5, 6, or 22 Ío¡ teætyables from or payables to any çurent er former offioers, drrecto¡s, truslees, key omployees, hrghest compensated employees, or drgqualrfied Þeßofls? lf *Yes," çömþtëlè SÇhedülë L, Paû lt Dtd tha organrzatron provde a granl or otber asgrslailce"Ìo an officer, drretlof, trustee, kêy employee, substan al contfrbuler or employee thereof, a gtant se.leÇhon ëomñrtlêe member, or to â 35% controlled _.r lí "Yes," complele Scåedule L, Part lll WâÈ lhê orgañlzatôn a paÍy to a b\isrnesê tlanlaÇþon wnh one of the fol{owng partes (see Schedufe L, Part lV rnstruclrons for applrcable fihng thresholds. condrìrons. ând elceptróns) entrty or famrÌy &ember of any of lhese persons? 2g a b c 29 30 31 A ourrent or lormer oflice¡, dreçlor,lrueteq o¡¡*t tr*plgyee? // "Yea: @mplela Schedule L, Pai tV A fåmßy member ol â cunent or former offn¡r, drector, lruÞlge, or key;,qmployee? ll Yes," comptetø Schedu/e L, Pad lV An entily of whrch à clJrent or former offìbêi, drrector, trusteÊi or key employee (or â famrly member thereof) was an offìcar, dlreç{or, trustee, or drrecl or rñdrrÊcl owner? lf "Yes," æmplete Schedulo L, Parl lV Drd the organlzatron recerve more than S25,O0O rn nón'cash eonlnbuttôñs? tf "Yes," complele Sct¡edule M Drd the organnalron r€cerve contnbuttons of ôrt, itsloncål lteasurês, or other srmrlar assels, or quaìrlÌed ooñservahon contrlb0tlon s? ff Yos, " corÐp/e lo s cb.edutø Dd the orgânrzåtron ìrqutdate, t¡irmrnate, or drssolve ând ^4 cease oÞeÞttons? ll'Yes,'complele Schedula P¿rl I 33 Drd the organrzatron own 100% oi an enlñy drsregarded as separate trom the organrzalton under Regulatrons 34 sectrons 301 7701-2 and 301 7701-3't lf 'Yes," complele Schedu/e R, Pa¡I I Was the organrzatron related to any tax-exempt of låxable entrty, lf 'Yes," comp/efo Sciredu/e R, Pad ll, il\, or lV, and Pa¡l V, hne 1 35a Drd the organt¿atrôn have a cont¡olfed entily wrthtn the meanrng of sedron 512(bX13)? 37 Jl x 30 x 32 lf "Yes" to ltne 35a, dd the organrzatron rec€rve any payrnent from or engage In any trânsactron wtth a enltly wrl h rn the mean ¡nq of sectron 51 2(bX 1 3)? lf -Ycs," complele Schedule R, Paft V, hne 2 Sect;on 501(cX3) organizafions. Drd lhe organrzetron make any transfers lo an exempt non-chantabte relaled organËallon? /l "Yes," compiele Schedu/e R. Parl V, Ine 2 33 x 34 x 35ä 35b X 36 Dtd the organrzatron conduct more lhan 5% of rls actrvrlres Ìhrough an enlrty thal rs not a relaled organrzat on ánd thâl ls lreated as a pAnnershìp lor federal rncome tax purposes? ll 'YeS," conplele Schedu/e R, Pad Vl 38 ?å ¡tsnetassels? llryes," co ntrolled 36 28¿ 31 Dtdtheorgenrzatronsell,erchange,drsposeof,ortranslermorethan25Toof b ?8b N, 32 complele Schedule N, Parl 28a 37 Dtd the organt¿atron complele Schedule O and provrde explanattons ¡n Schedule O for Part Vl, lrnes 11b and '19? o 38 X rom 990 lzorz¡ DAA 2O12O5ÁA9/13no18 4 1t pM pg r PartV 1a b c 2â I tffi ì.tbÐï Statements 59-2811 ¡,.OR Other and Tax Gompliance Yes + f not appllcable Enter the number reported in Box 3 0f Fom t09B Enter Fnter the number of Forms w-2G rncludêd in rne 1a Enter s, rf not âppricåþre Drd the organ'rraÛon comply wrth backup Mhholdirig rules for repolable paymenls to vendors ånd reportablÊ gamrng (gambùng) winnlûgs ts prr*Þ wnñers? Fnter the number of employee$ ieported on Ëorm w,3, Transmitlal of wage and rax statemÞnls, Tiled for the câlendar year ëndrng wlh or wlhln thô yeÊf çovêfed by lhrs retum 1c x b 3â 3a b 4a Al åny timË dunng lhe calendar year, dld lhÉ orgånÞalior¡:have an lflteresr over, a finangral acçount accounì)2 5a rn a for€rgn rn. country (such às a bånk accounl, llâ Wâs the orgänËåtton a party lc 6ä b sb c 6â b 7 a b ç üoes thê organrzatron have annual gross recelpts lhat ere lf "Yes,' ind,câtê the number ol Forms Drd the organraahon recerue any funds, Drd the organrzatton, duñDg lhô yeâr, I lf the organtzahon recêtv€d lf the organøahon reçe¡ved Sponsoring Sponsoring orgänfratlôûs properly for whrÖh È x x ú v/€s funds. Dd a donor advtsed lund marntarned by tha åt any trme dunng the year2 donor 7ø 7Í Tn 7h I furtds, a b 7a provrded? premrúms on a personal beneñl contract? , on a psfsenal benefit contract? properly, drd the organzaton lile Form 889Ð es requrred? or other vehulês, dtd the organ?atton fitç a Form 109&C" sponsof tng organt2ãhon s ås a contnbutþn and psrtty for goods fle Ëorm 8282? Þ h €b Drd the organaatron receMe a payment In excess made and servrces provded to lhe pãyor" lf 'Yes," drd the organzatron notrfy lhe tlonor oT lhe value of lhe Drd the orgânlzâUoñ sËll, exchange, of d c x €â contnbutrons or Organizations tiat may fêcGlve dirdugtible requrred to f drd the orgenÊãtron soltcn any côntttþulton¡ lhât ì rere not tax ll "Yes," dd the organrzaton rnclude wth êvery sohötlâtþn an gin$ were not tex deductrble? under seclron 4966? 9a donor, donor advlsor, ot telated parson? 9b 10 a Vlll, hne 12 b for publrc lse ol club faoltttes 10a 10b 1l a b 12a b 13 â b Gross lncome írom members or 3hareholders Gross rncome from othersources (oo not net amounls due or pard lo othersources agarnst amount$ due or recelved from them ) Section a9a7(a)(1) nÐn€xempt charitable trusts. ls the organrzatton fihng Form gg0 rn heu of ll "Yes,'enter the amountof tax€xempl rnlerest recerved ot accrued dunng lhe year Section 501{c}(29) qualifìed nonprofit heelth insurance issuers. ls the organr¿atron lrcÆnsed ro rssue qua fìed health plans rn more lhan one stale? 11a 1641? 12a 12b 13a Note. Sêe the lnslructtons for addrlronal rnformalron the organt¿atton must reporl on Schedule O Enter the amoúnl ôf tesêrvês lhe organrzatron ts rêqurred to maintatn by the states tn whtch lhe organrzatton rs ùcænsed to rssue qualrfìed health plans c 14a b ÞÀA Enter the amounl of reseryes on hand Drd lhe organzatron receNe any pâyment.g for rndoor lannrng servrces dunng the lax year? tf a FormT2O tn l3c 14d x t4b rom 990 porz¡ 2012056 0O/13J?Ol8 4 1l Ëqrmeg0PQ1ð Part V$ PM Pg 9 TEE Jå¡lÉs lBDrSoN INSTIïUïE rOR 59-2811908 Paqe 6 Governànce, Management, and Disclosure Foreacô "yes" rësponse to hne 8a, 8b, orl0b below, descìbe the arcumstances, and Yes 1a Enter lhe number ol votrng members of the govemrng body a! ìie end ol the tax year lf there are malenal dffarences rn voltng nghts among memÞers of lhe goveming bo III lOO N. DU\ltAI S?REET E*L 3230]- 850*38 6-3131 r"- 990 ¡zorz¡ 2Ol2ùæOSl17rZ0t8 4 1l PM Pg'10 lHE .ïâl,PS !ßÐISON INSTIE(.IIIE Ëomee0{2017) FOR 59*2811908 Paqe 'Compensation of Officers, Direiiors, Trustees, Key Employees, Highest lndependent Contractors Parlvü 7 Employees, and îa Completß thß table tor all persons requrrêd lo be lrsted Report compensa!þn lgr tñe calendar year endrng wÊh or organlzâhqn's lax yF?r r List all of the orgânËâtron's curent offce$, direc{ors, lrustêês (wheiher tndrvrduäls ot compensätron Ënter -ù rn columns (D). {E), and (Q f no compensaton was pard o Ltst all of the organlzetton's current key employees, il any See ¡nstructtons for cfefinrt'on of 'key List the organaalion's frvê cun€nt hrghegl compersâtêd employees (other lhan an officer, drrêdor, who r¿ceived rêportablê componsatton (Bor 5 of Éorm W-2 and/or Ëox 7 of Fom 1099"MISC) of or0ânlzålÉn ând any relâted organizaùons Lrst all of the organnat¡on's fonner offiçers, key employees. and hrghest compensaled S100,0m of reportable compensåùon fro¡n the orpânl¡at?on and any r€lãtod organizal,png List all of lho organrralron's lormer dlroctorg or kusteos that received. rô tñe cãpacily org¿nl3âùon. more than S!0,000 of repolàble comp€nsåtþn from thö orgaflrzâtron and any Ltsl persons tn the lollowtng order rndivrdual trustees or drrectora, rnshlutroflal trustees, officers, employees, and former such p€rsons ôf ¡ ¡ r Ched{ t¡ß bÖx f nerlher ths nor thê cuffent related lst {Ð RåpÖnabl€ edml"d ørpsnsãlffi âmoqñì ot othèr ff ûm relarêd ¡ficår trú F ofgønq¿tsìÈ (w-2,1og+ftirsc) æmp€nsålþn lrm th¿ 0rgöffælrm and rêlâlôd dgånEg!dr5 c ö c o BBNSE (1 1. 00 o .00 t2\ x 0 0 0 0 o 0 0 0 0 0 0 0 0 0 x 0 0 0 x 0 0 X 0 0 0 x 0 0 0 o ) i , 'á. {3}J. PRESTÞENtr Ê x CAO (4);r.F. ËRïAl'¡, IV DÏBäCTOR (r) 1[. ËI.AUCH x rRE\ASt'RER {6) CHå,1NMAN (TIJOHN F. DTRECTOR, (8) 0 .00 .00 1 ,00 1 DIRECTOR (s)LïSA SCHtn TZ 0.00 DIRECTOR (1o)ROBERT H. l'ÏCE CTIÃIRMèN {r1),IEI"FREY V. C¡IÀIRMAN D^A GTDEL SR 1. O0 0.oo x x o o 1.00 0.00 x x 0 0 I 0 Fm (20 r t) 2012üßÇ9t13t20144 t1 PMPc THE 11 r -2Aa Section A" Officers, Ðlrectors, Trusùees, Comp€nsätëd and {Â} {Bt (cl {o} {El Nà/r4 åñd brle Avæêú hûr$ p9r F6¡bon Retrlå5lc RÉpóriå¡tl6 oliæf lËrs ltr rGlâlêd qga^tr¡lpns bd!# ffi9ensùfr Ée l}sn m tfils peffi ts bdh il (do æ( dlo{rf, borq (l1f âny dott€d tñe) Àé õ9 aftC Ê 5 c o ð 6 = o ô å 5 qT gã trñpensaüø: d oÐtg qgÉnnå1ffi lhÊ d!ffitrm o ä¡taJrtt frocn relrled hom dred.ü/ìrús1æ) tFl E6t¡ffièd æmp¿Gãl$ (ì4r.2J109S+üSC) : (1.+?/loseMrsc) ? d- ' frffn üB 6{0Aneå!¡6 âtú lelzl€d {rg¡ifqslsâ GA ¡ !9 : {12) 1. OO 0.00 x ^t 0 .:: :j: c 2 ]: TËtâl froro continuâtion Fhêete to Pârt Vll, Section A number of ¡nd¡vrduals n0l 9l above) who reoervod more oÍ Yes 3 4 Dtd lhe orgaflrzåtron frst any former offìcer, drrector, or truslee, kay employee, or hrghest cornpensåled employee on l¡ne 'la? l{ "YeS," complelo Schedulé J for such ndtvtdual For any tndrvtdual lrsted on lrn€ 1ã, € the sum of reporlable compensalron and other compensatton from lhe o¡genrzatronanclrelaledorganrzatronsgreaterthanSlS0,000? 5 indMrduàl Dd âny person lrgled on ll'Yas,"completBScheduleJfo(such Complele thrs table 1a r€cárvê or eccrue compensatlon from any un¡elated organtzalrnn çr ndl¡dual DAA 5 your five hrghest compensated rndependent contraG'tors thflt recsryed more than $100,000 of for the calendar e wrlh wrlhrn the Næ 2 x 4 lne ío, such I 3 p*.,,,otJFhrour* "lolal numbet ol rndependent cont¡actors (rncludrng but nol hrntled to those ltsted above) who lrom Fom (20r 7) 2i120fi VAJßQüí 4 11 PM P0 12 Lß,D Statement of Revenue Check if Schedule O c¡ntains a or noie to a line in thrs Part Vlll fÀ, Tolål fÇ) f*em fÞ) B*Êlu érdudsd trm la¡ 5èdffi 1a b c d e f Federated çarnpaqns Membeohip dues 1a Ëundrarsrng events 1¿ ld Relâtêd orgånüahons C'oúcrnÍÞnl grglb (ønhbi,ms) 1e Æ othçr aoûbüruons, g¡t$, or¿ntÊ ad g 1b 6rÍfl1âr rÍieuflb ml ræluded Àw L,LL't ,269 ,É lùflcåsloorìlribûiil'sincludsdi¡lnestolt $ I L17 A!¿n- Codc ËVËI{E 90009t PFOGtrA¡{A All other program s€rvrce rev€nue lnveslnsnl rncome (rncludrng drvrdends, tnterest, 3 and other slmrlar amounls) > 4 lncome lrom rnyèslrnenl of f âx*xempf bond ploceeds Þ 5 Royalhes 6â Gross rênfs 6"t Reg h l"¡so rcntd exÞs C R¿nldrrE or d Net rental 7a Græ¡ S€q¡tle9 såþs óf es$b ohe¡ $an b Less c6tof oths båsrs E sal€s exps o Garn or (lose) *24 d o a cql It ot conlnbulrons reporled on 0 ú. q) o -24 b c 9â 4t6 See Pårt lV, hne 18 â 14:- Less drrecl e).penses b 118 445 22,91].' Net ¡ncome or (loss) from Gross {ncome fiorn gamrng æùvdres See Pa¡l lV, l¡ne 19 b c Less. dtrect expenses Net tncomê or (loss) fiom gamrng 10â Gross gâles of rnventory, less rèlurns and allowances b Less cost of goods sold b sof c Mrç(ållâôe@t R6vonuÊ 11a â OÍI¡BR Rg\/ENuE Eusn Code ¿5 25 b ç d All other tevenrro e Tolal- Add Ûnes 1 1a*1 'ld 12 25 1, 145,430 5,]-23 67 0 rm ÞAA 9901rorr¡ 20 2O5€ 09113r¿018 4 PartlX Jt PÞl P9 t3 59-2811 908 TEE Statement of Functional Exoenses rnusl Check f Schedule O contârns a Do nol ¡nclude amounts reporled on tlnes 6b, vtil. 9b, 1 Gaälts ãr'd oslsr 6sÉlõÞ lo or nolê to hne ¡n th¡s Part lX (E) tÀ) Tol¿l esÊÐs tcÌ MægwMtå¡i, Pro{tmffi@ {D) FutdrêÞÍlg dcfiEûc crgãu¿úor¡s erd dot¡€slr gfvemnH¡ls See Paf IV, Jrrp 21 2 3 Granls and other âsstst¿nce to domesllc rndryrduals See Part lV, lrne 22 Grunls and olher assnfarae to føeryn organ rzakons, loreign gwemnrents, and forer rndffiduals. ge€ 4 5 5 pal lV, hnes g n l5 and lô ' t, l/,4- "; Benefitç pâid to or lor mêmþers Cgmpênsalron ol curren! otficêti, dtÉclofs, trustees, and key è$ployeÐs j./,þ, 4' ?,1/j,/At4! .4 fu?¡ 2tg.aL2 152 - 608 55 ,40¡t 59? .6s4 41€ ,058 179 .596 ]-6."12,6 ?,168 22.1s0 15.488 Compensatron ñot rñcluded absve, to dßquahligÉ peßons (as defined under sectron 4958(f{1)) and 7 I p€ßoß descnþed rr sedÐn 4958(c)(3)(B) Other salanes aßd wâges Penson plan aæruals and Çontìbullons (lndudo secbon 401 (k) and 403{b) empfoyer ænlnbuloîs) 9 Other employee benef¡ts 0 Påyroll tâxes 1 Fees for ssrvrcÆs (non-errlployees) a Managemenl b Legal c Aôcôunttng d Lobbyrng e Frofossþnalfundrarstng $eruËÐs $æ Fal lV, Ine I lnvestmsnt managemenl feès g ober (lf lrna l'lg amounlBxc€óds lP,4otlrÉ?5,çotÍìn (A) arnoünl lsl tne I lg grperìses on Sdlìedul€ 12 AdveRrsrng and Fromotton l3 Ofiìce expenses 1d lnformalron technology 15 RÖyalbss 16 Occupancy 17 Travel '18 O ) 23 ".8$4 ?3,832 54 ,960 51. 68? s8 ,412 605 L9.L12 66.679 424 181 5.991_ 2,569 LT ,92O 7 ,252 20.o04 14 , 696 46,675 LO.28'l 33,007 35,844 23, 105 34,04: 25 ,4Q3 25.403 a ,409 9.902 L.799 Payrnents ol travel or enlertamrnent for any tÊderå , sláte, or loæl pubhc offìcrals 19 20 Conferences, cDnvenlruns, and mèÊtlngg nlerest I 23 Payments to aí¡ftâtes Deprecratron, depletlon, and amortu¿i.¡on lnsulance 24 Òlher expemes ltemr¿e expenses nol covered 21 2? 30,861 2r, 503 44.597 12,553 31 ,219 52,685 62 8.787 9 .258 l-3,3?9 3,766 above (Llsl mrscellaneous expenses ¡ñ lrng 24e lf lrne 24e ãmûunl exc¿eds 100/o of hne 25, colurnn (A) amount, l¡sl lrne 24e exp€nses on Scheduìe O ) ¿t SUBCO}[TILâ,C !ÕRS b PRTNqIING c MEMBER EVE}¡:TS d CÀMPUS REP PROGRÀM e É All olher expenses 25 26 Add fì߀i I 2le 46 ,7 01 34,858 2L,L44 28 ,502 L ,454 ,224 ,685 46,'lt7 34 , 858 21, 19 L , O82 ,]-44 ,622 ,020 4 ,482 357,806 4 4 398 Joint co5ls. Complele thts ltfle Õnly rl lhe organrzatlon reported ln column (B) lornl costs from a Çombrned educatronal c¿mpaEl and fundrarsrng solrctlaton Chæk here Þ soF s8. OAÀ PIIBTJICÀ,TION I'r r'om 990 leorr¡ ' ?012056 æ/13¡?Ot8 4 Fôrm 99û f20171 ,11 P$ Pg 14 rH.ÏI JÄIúËS }ßDTSON TNSTTTIITE T'OR 59-2811 908 Paoe 11 lance nole I 2 3 4 5 6 (, Ë¡ ø t 7 I 9 (A) Begrnn¡ng ol year Câsh---+lon-tnlereslb€anng '13 14 15 16 17 l8 3g '3 Accounls receruaþle, net Loans end other recevables from q¡nent and former ofi¡cers, direclors, lrustees, key employees, and hrghesl comp¿nsated €mplóyeês 4 206 Complete Part tl of Schedute L LoaÉs ând other recêrvåbles ftôm other drsquåhlied personÉ (as delined under seclron ¡1958(fx1)), pÞrsonB descnbêd rn séctron a958(c)(3)(s), and conlributrng employers and sponsonng ôrgänrzaltôns of seclton 501(cxg) volufltary employees, beneliciary Òrganlzâl¡ôrìs {see tnsf¡ucttons) Complela part ll of Schedule L Notes áfld loåns reêërvablô. n6l 6 I 6 :o )o ç TI C f I o û o 23 24 25 27 28 29 30 31 o 32 z 33 34 OAA 11 12 l3 lñtânglblè åssels Olhef assets. See Part lV, hne 1 'l Total assets. Add Lnes I through 1S (must equal l¡ne 34J Accounts payable end accrued expenses Grants payable 14 't5 .L28 1?9.30s L .640 5.000 Defened revenl¡e 26 rñ d] 1{lc lnvgsl¡e¡¡s*-pubhclytraded s6curûtes lnvestments-olher secuntles See Part lV, ltne 1l lnvestments*+rogram-related See Part lV, l¡ne 11 Tax-exempt bond lrabrlltres Ëscrow or custodrål account ltabtlÊy Loans and otiler payables to cufient åf¡d former ofiicers, dlr+ctors, trustees, key êmployees, htghesl compensated empìoyees, and ..cr o o olher bâsrs Complete Part Vl oT Êchêdu¡e D Less accumùlåted depreoatron Tg 22 596.615 ïotal liabilit¡es, 78û , 918 Pemanently restncled nel essets Organ¡z^ät¡ons thet dÕ not fóttsw SFAS 117 (ASC g58), check here cornplete lines 30 through 34. 18 1!t 22 300 000 23 5r t) 6 21 25 26 1 086 7 anO 8s9,21_0 350 416 oo ooo 27 ?8 29 Þ ! anU Caprtal stock or trust pnnctpâ1, or current lufìds Pard-rn or capltâl surplus, or land, burldtng, or equrpment fund Retarned earntngs, endolyment, accurnulated tncÕme, or other funds Totâl nel âssets or fund balances Total ltabrhtres and net assÈts/fund balances 6 17 20 Secured mortgages and note€ ptsyåble to unrelated ihrrd paûes Unsecured nôtes ând loans payable la unrelated thrrd partreç Other lrab¡lltres (ncludlng fedetål incrme iax, payables to related thtrd partres, and other habrhtßs nol tncluded on ûeg 17-24) Complete part X of Schedr-¡le D Þ i8 46 21 dtsquahfied persons Complete Part ll of Schedule L Add lrnes 17 throush Z5 Organizatlons that fottorì, $FAS 1i 7 {ÁSc gs8), check here complete lines ?7 through 29, and lines 33 and 34. UnrestÕcted net assels Temporarrly restnded net assels 24,. 9 20 21 42,, I Savlngs and temporary cåsh tnvestfients Pledges and gtanls reseivable, net lnventones for sale o¡ use Prepard ëxpèn6ê$ snd deferred ChârgÞs 10a Land, burldrngs, and equrpment cosf or b 11 12 (B) End of 30 31 32 859,210 r.640.t_28 5 33 34 1 63'7 1L8 rc* 990 lzot¡ 20r¡056 09/l3r¿018 11 Ptl P9 15 Tffi JÀ}ÍES I'Í¡IDISAN INSTÏTtITÉ XI Part 1 2 3 4 5 6 7 Ê I l0 { FOR 5 9-281 1 908 Reconciliation of Net Assets I Totâl .evenue (must equal Parf Vlll, column (A), ltne 12) Total Êxpences (must egual Part lX, column (A), line 25) Revenue less epenoes Subtracf lne ? hom hne 1 Net åssets or fund balances at begrnning of year (must equal Part X" lme 33, column (A)) Net unrealized garns (losses) on rnvestrnents Donated servioes and use of faolltres 22 2 3 -!.ã 859 10 6 .? lnvestrnÊnt expenses r8 Pnor period adlustffents I Othor chânges ¡n net åssels or fund bålancês (çxplnrn rn Sehedule O) Nel assets or fund balances ât end of year Combrne hneq I through 9 (must egu¡l Part f, hne 10 Financial Statements and 1 Yes 990. fl Accountrng m€lhod used to prepare the Förm Castr It the organrzatron changed ûs m¡¡thod ôf âcôounliiig f¡Ðm a ¡ ffi OthÊr Schedule O 2a Were the ' an check a box belou to wlralhar 2a for fevrÊwèd oh a $epêrêle basrs, Consolrdaled båsts, or both I Separate tasrs fJ Consotdated basrs I eotn b Were lhe organtzatron's finanoal ståtÞrnênts audned by an lf ''Yes," check a box below to ¡ndrc¿le whelher the financlal bâsrs lhè year 2b X _k- .L audrled on a separale basrs, cnnsoldated þasts, or both c ffi tf Separate basrs I Consotdated basrs basÉ 'Yss"to hne 2a or 2b, doeethe otganzaûon åssumÊs responsrbrhty for oversrght of the aud[, revlew, or comprlalrcn of ils linanoål än rndependênl eccountänt? lf ths organeåtron changed erÌher rts oversrghl proce$* Schêdute o . : ..:.,;. -, , 3a As a result of a federal award, was lhe orgqnuatron reqùrred to b thB Srngfe Audrt Acl ånd OMB Çlrcular lf "Yes," drd the organ¿alton undergo âudil or lhe lax year, explarn rn audrt or audils as set forth rn 3â audrt or lf the organzalron drd not undergo the 3b em 990 OAÀ lzorz¡ . . ?01?056O9/r3r¿0184 11 PM P0 16 Public Charity Status and Public Support SCHEDULE A (Form 990 or eiue4 Þ Attacn to Form ÞepärfiHfl ol ûÞ Trmåry lnlorolReæSwn fiæ No Co¡rpl¡t ftllècr!àNâ'tròîinåecliørs¡lllË[rtorg¡nr,rfoñtrÉFæùon¿g¿t(.Xl,hdêrßrpú 990 or Form 990-F¿ Opento PubFc Çfih? orpåJqt àùo{ Ihe re not a ÞrTvate foundatron beeaus¿ rt is (For lnes I through 12, clreck only one box ) A church. çonvenlron of churches, ór assoclatton of churches de$flbed tn sðct¡on A , 2 3 4 A medrc¿l reseârch organi:alon operated tn conlunctton wlúr city, and stale. s I An organzåtron opereted for the benef¡t pt *itlg" oi unfuer",ry þwäèd ör op€råted $ectìon 17o(bXlXAX¡v). (Complet€ Pâil Il ") A federal, slata, or local government or governmentäl unrl 6 O hospilaì däsc¡bed hospilal's name, rn H ? I A comrnuûfy trust dêscflbÊd in soctlorì aqncullurál a orAnunñersúy or a s research non-land college unrv€rsdy 10m An organEatto¡ that normally receû€s (t) more than 33 rêcerpls from acdrvthes related to rts e¡empt gr9s6 '11 An orgennâlJon organøed and of one or more þubhcly rri l¡nes 'l2a through 12 Itnes 12e, 1il, and"l2g a suppoftrng organøatlon You b conlrof or menagemenl o{the orgântzâhon(!) You must SAme and Ci c dI r I lfì c.onnectron wdh. ånd lunc*oñally rntegraied wrth, Part lV, Sectlons A. Þ, and Ë. rype ttt that rs ¡oÌ fun requrremenl (6ee Cne"t thrs box f rf the uncironally rntegrated. or Enter the numþer of supported f You operated ln connecton wrth tts supported organrzatron(s) ñrzatron generâlly must sâhsry a drstrbulron requrrement and an etlêntrvenesg Part lV, Sections A and D, and Part V. r determrnalron from lhe IRS thal rt rs a Type l, Type ll, Type ntegrated supportrng orgâ nrzatton lll Provrde the (r) Nåûp ûf suÞported qgântBlrDn (rHt Type of orgaûulron Iß (dosçtlþ€d Ð 1-10 abovå (Eæ rnslrudrsår) (ru) ls tbe uganrza[on lsled In IoHr govemf€ (v) Arnry¡{ of noæÞry suppon dæu¡ÉIlP tnstruElrom) V{¡ (æ (vr) Ârwnt olher supÊo.t of (w rnslrud!m3) NÒ (A) (B) (c) (D) {E) For Paperwork Rèdricl¡on Acl Not¡ce, see tlre lnstruçttons fo¡ For¡n 990 or ggo-Ez. DA Schedule A (ForrD 990 or 990-EZ) ?017 zOJ 2O5€ 0sl/1 31201 Ê A 4 1 r PM Pg I 7 IN s90 201 THÉ JA}ÍËS T'ÍADI Support Schedule for Organizations Described in Sections 170( ){A)(iv) and r 70{bX1 )(¡Xv¡) (Comptete only if you checked the box on line 5,7 , or 8 of Part I or if the organizahon farled to qualify under lll. lf the farls to under the tests listed below Part Section A. Public Calendar year {or ñscal year beginning in) 1 Gfis, grants, contnbutrons, and membershtp fees recerved (Þo not rnctudB âny "unugual grants ") 2 ïåx rsvenues levred for lhe > (b) 2014 (a) 2013 lct 2016 (d) 2016 laì 2017 Total 2D16 2017 ïotal organzatron's benefil and erlher patd lo or expended on rß behalf 3 The value of servrc€s or facllrtrês furnished by a governmenlal unrt lo the organr¿ahofl wilhout charge 4 5 Totå . Add hnes 1 throogh 3 Tñe portron of lotal côntrrbuhons by eâch person (otherthan a govemraental unrt or publÍcly guppÖrled organrzahon) rncluded on llne 1 thät excêêds 20lo Of lhê âmount shûwn on hne l l, colrmn (f) {or flscal f yør beginning ln) > Ö^{ t (al 2013 Amounts lrom hne 4 Gross rncome froffi rnìetesl, drvtdends, päymènls tecerved on secunttÈs loåns, rents, royahres, and rncomg from slmrlar sources t Net rncome lrom unrelâted busrness ådlvrlÊs, whether or not the busrness rs regulerly c¿fr¡ed on 10 1t 12 't3 Other tncome Þo not rnclude garn or loss from the sale of cap'rlal aslets (Ëxplatn rn Part Vl ) Total support Add lnes7 lhrou€h l0 Gross recerpts f¡om related aÇtvllres, Flrst flve years. lf lhe Ëorm 990 nc. s 12 r orgaRratron's firsl, second, thrrd. fourÌh, or fffh lax year as a sectron 501(c)(3) utät¡on Pe '14 Pubhc support percentage 15 Puþhc support percentage 1€a 33 1/3% support test-201/. lf the organzalon drd nol check lhe box on hne 13, and llne 14 box and stop hefe, The organzât¡on qual:fies as a pubhcly suppoled organrzalron b 17 (üne 6, 1 1{ 1, Çolumn (f)) 15 rs 33 1/3% or more. check lhrs 33 1t3%supporttes.l:20f6. lftheorganrzâtrondrdnotcheckaboxonhnef3orl6a,andl¡ne15rs33 thrs box aßd stop here. The organtzatlon qua fies as a publrcly supported orgänrzatton 17a b (f) drvrded by irne 6 Schedule A, Pärt ¡1, line 14 o¡ ltne 13, 16a, or 16Þ. ând l¡ne 14 ls mstances" test, chÉck thts box ând stop here. Explarn rn s" test The ofgantzatton quahfies as a pubìrcly supported > [-j drd not check a Þox >T drd nol check a box on ftne 13. 16a, i6b, or ]7a, and ttne '15 ts 10% or more, ând rf the organrzâtron meets the ''facts,and-crrcumstances" tesl, check lhrs box and stop here, Ëxplarn'tn PartVl how lhe organrzatron meels lhe "facts-and{rrcumstanc€s" lest the orgântzatlofl qualtfles as a pubhcly suppofted organrzâtton 1B >T ll31oormore,check Private foundalion. lf the organrzalron drci not check a box on lrne 13, 16a, 16b, 17a, ûr 17b, check thrs box ând see >f > l L-l Schedula A (Form 990 ot 99O"EZ) 2Q17 . æ1?05609/.l3¡20184 11 PMPO t8 A Pa¡t farls 1f Part ll. teçts listed below (or ffscal I 11 2017 upþort Schedule for Organizations Described in Section (Complete only if you checked the box on line 10 of pait I or if the organizalion 2Ð15 G.ß, gratb, ænhh¡toc, ad nn¡nbrshp feæ ÌereB€d (Do rd ffü¡d€ glÏ 'unrsud Earb J 2 1 , 2?Ð .5r8 Total 1.913.¡tO't B¿ ndsp lhe 3 4 Gross r6c€,pls horn actvlüæ lhal are nd an unrelåbú. lfåde 0rbusin$s uôd6r $6cùoî 513 Tar revenues þvied for the 0rg?nlzålt0n'g Þ¿ilef¡t and eflher patd lo or €)(pendêd on rts bahalf 5 Tht vâlu6 of servtces or laoliltes furn¡shed by á govômmenlal untt to the organuahon wrthoul charge 6 ToÌal. Add lrñes f through 5 7a Amounls lncluded on llne* 1, Z, and 3 recetved from drsguâhfted persons b c t L278,518 1 1?Á _ án6 Affouill$ tnclrded on f¡nes 2 and 3 ¡ecaved from other than drsqualrfied persons bal excÉ€d lhe grealer ol $5,000 or l% ofttp amount on llnê I 3 lor lhe year Add lines ?â and 7b Public supporL (Subtraci hne 7c from 13¿ . {ô6 l-¿x,425 116 .000 hne 6 4 I Amounts from llne ô 10a 2015 L77 Gross rncomefrom rnleræt, dvdends, payments ræeved ofi secuntles loam, renls, royaltes, and rncome from slmrlar sourçes b Un¡eìated busrness taxable rncome (less secton 51 1 taxes) from buslnesses acqurred afler June 30, '1975 c ,{dd hnes 10a afld 10b Tolal 1 . 27Ë .51S 7l 169 83 16ç B3 i¡53 61 or nol lhe buslness rs regulady 12 ¡,001 3.2't7 2E i3 r.2't9.5e2 1 - q16, ?dS t Aáq t7¡t 1. 6Êâ .96? 1.117 .361 orgånrzälton's first, second, thrrd, fourth, of fifth tax yeår as a seçtton 501(cX3) 'J1 1 check '15 Pubhc 16 Seetion D 17 18 19a b ZO percÆnlage lor 2017 (ftne 8, column (0 dtvrded by ltne j g, column (f)) 6 Schedule A tat¡on of lnvestm r5 16 92 - 01 o/o come Percen lnvestment rncome percentegefor 2017 (hne 10c. column (f) drvrded by lrne.l3. column (f)) 17 lnvestment tnçome percentege fiom 2016 Schedule A, pärt lll, lrne 1Z 18 33 113% support tests-2O17. lf the organrzalron drd not check the box on llne 14, and hne 15 ls more than 33 t/3%, and ltne 17ls not more lhan 33 113%, check th¡s box and stop here. The organrzation qualrfies as a publcly supported organrzal,on 33 1/3% support tests-2016. lf the organrzatron drd not check a box on lrne 14 or hne 19a, and hne 1ô rs more than 3Z 113ç/", and hne 18 rs not more than 33 1/3%, check thß box and stop h€re. The orgânÊabon qualrfies as a publtcly supporled organrzatron Private foundation. lf lhe organøatron drd nol check a box on ltne 14, 19a. or'lgb, cherk thrs box and se€ rnstruclrons % >lE >lJ >ü Schedule A (Form 990 or 990'EZ) 20'17 OA.A 2012of#Øn&01s 4 1l PM Pg l9 -2 I Supportlng Organizations (Complete only ú you checked a box in line 12 on Part l" lf you checked 12a ol B lf you checked 12b of Paft l, clmplete Seotions A and C. lf you checked and A of Part I A Yès Ale all of the ofganaat¡on's supported OrgärìEâhÞns lßted by name in lhe ôrganlzaÌron'g documenls? ll "No.'describe h¡ Pã¡lVI how the supprted organízalrcns aæ desgnated c/¿se orpurpose, des¿'iba tÌiø des/gnslñn ll lilslona end conttnuíng rølat,onsh,,p, øxp!ên1- 1 by 1 2 2 3a Þ (U and (þ) botaw Þ"xl tne organiza¡on corif rm that each gupportBd organ zstron quahlìed lhe publrc supporttestg ünder sêdron å0S(aX2)? ll ñ1e,s," desr,nbe såtìbl'iêd or (6) lho vt madç lllo d*lefirntatøn, t, 3b :c I"0{cX2-XB} 3c. Þt¡FO*eS? .4ð: tf, ¡¡å b ë supported organrzetton? li Yeg'desonÈe n Pañ Vl how desøfe öerhg cþnlrallad or suporused by or n ænn&ctþn wth Dd tha organzâùon soppÞrt any lorergn +upporled orgãnruãtton under eectrons 50f (cX3) and 5Ð9(aX1) or discrÐhon ¿t! not have detemrnatron lhe otljannal¡on usod fo{ sec¿þñ t 7 0(ô) (2) (B) to ons¡ne Íhâl ëil sttppott lo the loroqn syppo'/ted p¡lrposas 6a 4c, Dd tho organretlon add, substftute, or rêmovê answer (b and (c) bølow (tf appìrable) Also, pmvda dalail ol lhe suwÙled otganÈaùons numbers n or (n) the authonty b c 6 was aæomplßFtédfsuôi¡ ås Dy Type I or Type ll only. Was desrgnaled rn lhF o¡gant?ahon's to the 5b an beyond the organzatron's oontrol? or thè pfovtslon of serutces or fåctltties) lo (r) rndrvrduals that ere pert of the chantable class benefited Drd the organrzatrÐn by one or lian 5a orgânrzatton part of a class already Substltutlons only. Was ånyone other (r) rts üorê 0f ils other supportrng organtzatrons tñät elso supporl ot organrzatrons? lf "Yes," prowdø dêlail ¡n Part W. benefit one or morÊ ol lhe 7 Drd the organt¿ehon prÞvlde â grant, (definêd rn regard to a I Drd the 9a Was the the lâx yeaÊ /f "Yes," þ, the names and EIN lhe reesons lor eaçh suêh actlcrn, such ãctnn, and (w) how lhe aclon of â substanttäl contriþutor, ol a 350/þ c¡nlrolled enttty wdh ol Schedule L (Form 990 or99O-EZ) person (as defined rn sectlon 4958) not descnbed tn [ne 7? "Yes," complele Pafl I make a loan lf "Yes,' tof 990 or 99O-EZ) or rndrreclly at any lrme dunng the tåx yêâr by one or more 4946 (other lhan foundat¡on mânagers and organrzaltons descnbed drgquãliñed persons as rn ssclion $0S{aX1) ot (2))2 ô , or other srmrlar payment to a substanttal contnbutor à sr 5c ff 'Yes,'provrda delal n Paft vl. 7 I 9a b Dld one or mole drsquabfied persons (as defined rn lrne ga) hold a controlllng rnteresl rn any entrty ¡n whrch lhe supportrng orgãRtz€ùon had an tateresl? ff ryes," provde deteil n Pañ V!. c 9b Drd a dlsquahned person (as defrned rn hne ga) have an ownershrp rnteresl tn, or derrve any personal benefìl part Vt. from, assets tn whrch thè supportng organrzatron also had an rnterest? tf "Yes," proude detail 9c 104 n Was the organtzatron sublecl 10 the excess busrness holdrngs rules of secl¡on 4943 bec¿use ot seclton 4943(D (regardìng cerlaln Type ll gupporlrng orgarìrzatrons, and all Type lll non-funclronally tntegrated supportrng organrzâtrons), b ll "Yes," answer l0b below 10a Drd the organøatlon have any excess busrness holdrngs rn the tax year2 (L)se Schedu/e C, Form 4720, lo 10b Schedule A (Form 990 or 590-Ë2) 2017 OÀA 20l?056olYl3ær8 4 il pM po ?O A fi a b rSON 9-2 FçR No Has the oçanrzat¡on âôoèpted a grfr or contributton àom any of ihe followrng persons? A person who drreclly or indredly cônl¡ols, eilher alone or togelher wrth per$ons descnbed in (b) and (c) belo$, lhe govenìrng Þödy of a suppdiled orgâfil?-âboi? A, famrly member of a person desc¡rbed rn ia) above? I or 2 1 a g,antzaltanS aN whal CAnúþons ot tÐslfiGfugt1s, jÍ Þld tho ofganlzåtton opefalê fþr lhB benefrt of any suppoied organrzatron otganzatOn(s) tñat oÞefated, supeñrsed, Or controlled the Were â melonty of the organøâtron,s dtreclors or lru5lþês or trustees ol each of the orgarzãtton's supported or managemefit al lhe supgoil,ng orgailzattçn was vasfod lhe tâx n r 1 2 Drd the organlzåtron provrde lo each of rts organËalton's tåx yeä/, (t) a wrrlten nottce lhe year. (rD e copy ofthe Form gg0 lhat was rnost recenlþ fibd as otgåntzâltçn'$ govemtng docume]lls tn Were any of the órganzaton,e ofganl¿åtron($) or (lt) s4fvtng on thë by lhe lâst day of the frth month of the gupport provrdëd duíng the pnor tax ãnd (flr) copÞs of thê the ertent rot provtously pfovtdèd? or elecled by the supported ll body o¡þan\atßfi matntaned a By reason ofths relatronshrp desorbEd Ihê 3 wlh ihe thÞ slgnrficant vorce rn lho 'No,^ explatn n Pafl Vl how suppoded organnaløn(s) sr,tpÞorted orgãnlzaltons hâvê a drrectrng the use of the organlzahoô¡s n rncome or assels at all ParT Vl lhê rols Ihø otgan,f,aùon's 3 Section 1 Check lhe box next lo lha The organrzatron satrslfed b The ofg c The 2 Actlvttres Test a Drd substanttally lhat lhe used lo sêlrsËr/ rhe lnlegral Part Test dunng lhe year (see lnstrucltons) Çomplele line 2 below rs ihe Þgr6nt of each of rts supportBd organrzatrons Complete lioe 3 below supportèi ã'govemmental entlty Descrlôe in Parl Vt how you supponed a governmenl enlrty (seø nslrucltons) a and (b) YÞs aûd exptd¡n how lhese actvûles drccily lurthered lheï exempl purposes, how lhe orEanzalþn was resPonsve lo t/Tose suppoded ôrgÊnzalrcns, and how lhe otganzalrcn delermned l/ìäl låese acr,vrlrBs censtúuled s.tbstantßlty all ol ús actøtßs b 3 a b D.ÈÁ No ãctrurlrcs dunng the lax year dtrÐctly further the exempl pu.pôseâ ôf lhe organrzatron was responsive? ll "Yes,' then tn Pa¡lVt ¡dentify 2e Drd the actrvrtres descrrbêd tn (a) constttute aclrvttles that, bul for lhe organtzalton's rnvolvemenl, one or more of the orgenrzatron's $trpporled organrzatron(s) would have been engaged n1 I \es," explatn ¡n pafl Vt lhe reasors lor lhe organ¡¿alþn's posrhon thal ils supporîed oryanrzalton(s) woutd have engaged rn l¡¡êse acttvilßs but for lhe orgAnEatÌen's nvalvement 2b P¿renì of Supported Organlzalrons Answer (a) end (tt) below_ Dld lhe oÎganEatlon have the powef to regulârly appornt or elect a malortfy of lhe officers, d reclors, or truslees of each of lhè supported orgãfllzalrons? pröwdè clotails ¡n paÌt VL 3a Þtd the organtzaÙon exerose a substantral degfee of dlrectron over the polrcres, programs, and acjrvtres of each of tf 3b Schedule À (Ëorm 99O or 990-Ë2) 2017 201 a!56 O9/l 3¡lôl8 4 11 ?MPs FçñedureA(Fome!0 Part V I Chect 21 oîsso-Ezt2oll THä .IâMES ÌADISON INSTITUTE FOR 59-2811908 Faqe 6 here rl lhe organaalron satrsñed the lntegraf Part Tesl as a qualrfyrng tnist on Nov 20. 1970 (explarft rn Part Vl) See músl SectÍon A - Adjusted Net lncome (A) PnarYear (B) Curent Year I 2 3 hnes 4 â 3 1 5 6 Portron of operatrng expenses patd or ,¡cttted for prodildron or collectrcn of gross incltme or for management, r¡nservatron, öf b I I (B) Gunent Year Section B - lllinimum Àsset Amount I Aggregate tâTr markel value of alf non4xempl-use assets (séê of {bl Averaoe monlhlv cash balances 1c ,ð e Þiscount clarmed for blockage or other 2 3 4 Cash de¿med hetd for exempt use Ënter 3 1 amounl, 4 Ine from lne 5 6 G ecÆvefl ês I of onor-vear drstlrbutrons rimum Asset Amount ladd lrne 7 to ilne 6l 8 Section C - Distributable Amount Çurrent Year 1 2 esset 3 4 5 6 Ôistrrbutable Amount. Subtraa lrne 5 from Irne 4, unless sub,ecl lo 6 7 Check here cu rrent organrzakon's first as a non.funcllonâlly rnlegrated Íype lll supportrng organzalron (see rnstructónsì Schedulo A (Form gg0 or 990,E2) 2017 OA,A ?0r?Ð56 oç/1340J8 4 11 PMPs22 s r'ñD Patt V -2811 Year to 2 Aflounts pard to perform adrvrty lhal drreclty furlhers exempl purposes ef suppoded 4 5 I annual I D¡stnbut¡ons lo atlenltv€ $úpported organtãálroñs 1o wl'Ich the orgãnüatton ß (i) Section E - DiËtr¡bulìon Allocatìons {sèe lnstruct¡ônsl Underd¡stnbullons, tf any, for years pnor lo 201 7 (reasonabfe cause fequtred-€xpla¡n tn PartVl) See 2 rf 201 3 201 3a lo 2ô17 4 Drsirrbutrons for 20J7 from lo 201 Remarntng underd slnbultons for yeãrs any Subtracl lrnes fu and 4* from 7, tl l¡ne VI Remarnrng underdtstnbultons for 20'17 Sr¡bt¡acl llnes 3h and 4b from hne 1 For resull g.eater than ¿efo, €xplârn tn 7 Excess distribi¡üons carryover to 2018. Add hnes 31 4c I â from 2O13 2014 5 d Excess fronr ss from 2017 Schedule A (Form 990 or 990-EZ) ?017 D^A 2012056 osfi3l2ot0 4 11 PM PO 23 Provlde explanations requred Þy [ne 10; tll, line 12:ParllV, Section A, lines 1,2, 3b, 3c,4b,4c, 5ä,6,9a,9b, 9c, 11a, I B, lines 'l and 2i Part lV, Sectlon C, line 1; Pârt lV, Secton D, ltnes 2 and 3; Part 3a and 3þ; Part V, llne 1l Part V, Section 8, lrne 1è; Pârt V, $ectio¡ D, ltnes 5, ô, påRt trr, r,rNE 12 IIilSCEI¡LAIIEOIrS I 1 of Part tv, Section 1c,2a,2b, B, åRd E, - otffiR TNcoME DHTÅïI INCO]4H $ I ¡; qrt. ¡ '.. ':1!; i i t t l. rê.*r,. v¡rj' '.;i;tl:'.,. l DÅÀ Schedule A (Form 990 or gEO-EZ.I2o1'l . 2012056 09r13¿0te 4 11 pM pO 32 . Supplemental Financial Statements SCHHDUTE D (Fonrt 9901 ' DêAâtùmrl d lhÊ lrêery lrilÞrnal R¿vêruâ SêryË ) Complete il the organizatjor an$wersd "Yes" on Form 990, Part lV, liñâ 6, 7, 8, 9, 10, 11a, 11b, 'llc, 11d, 1le, I'lt,12a, or 12b, Þ Attach to Form 990, lla¡r* o! $rç crg¡¡rtaùon rHE ;TÀMAS }ÍâÞTSON 17 rNsÍrrurE roR CY ning Þonor Advised Funds or ns if rhé I izehon answered "Yes" on Part 3 Total number ai end of year Aogrågale vâlus of çoñlâbutrÖns to (dunñg year) Aggregale yalue of gfants lrom (during year) 4 Aggregate value al end of year 5 rnform all donon and donor adyisors ln writlng that the assÞtâ hold funds ¿re lhe organrzatton's propÞrty, subjed to thè Dd the ûrgan zãtton rnlom äll grantees, donorc, ând doñor ådvßots ¡n 2 6 for ohanlable purpo$e$ and not 1o¡ the benefit of the donor or donor I v*' fJ xo or nrzâlion answered "Yes" conservâtron €âsemenls held by the Preseryatton of land for publlc use (e g , rscrealton or Protêt{ton of natural heb¡tal 2 sirucfure Preseryatton of open space Complet€ hnes 2a through 2d rf ìhe orgenrzâhon held a quafified easemênt oh tha last day of the tax year a Tot€l number of consêNåhon easemênls b Total acreåge reslñc{€d by conservâtton c Number of conservatton easêmenls on a certrfied d Number of e¡naeNalton easements lncluded rn (c) acgurred Year at the End of thè ona aflar hr$tofrc $truÊtut€ ltsted tn thê Nattonal 3 Number of conseryåtton easemenls tâx yBar 4 5 or têrmnated by the organrzatron dunng the > Number of states where rs located Does the çrgantzatrôn have a wrûlen Þ mor¡tlonng, rn$Bectlón. hândlrng ol !v"* [N" vrolattons, and enforcement of 6 Stetr and volunteer hours 7 Atnount of expen;es of vtolålrÖns, änd ênforctng conseNalron eãsements durng lhe year lo , >$ handlrng of vìolatrons, and enforcrng gonseNalron easements dunng lhe year I Does each cônsèrvatron êasemenl reporled on hne 2(d) above salrsfy lhe requrrements of seclton 170(hX4XBXr) I ãndsectron 170(hX4XBXiù" ln Part Xlll, desÇfibe how lhe organieatron reports conservatron easemeûls rn rts revenue and expense s(alement, and balance sheet, and rnclude, rf app cable, the text of the foôtnote to the organ¿atron's finanaal slalemenls lhst dsscobes the Pafi lll tl Yes [ ruo Organizations Mâ¡nta¡ning Collections of Art, Historicel Tr€asures, or Other Similar Assets. rm 990, Parl lV, line 8. 1¿ lftheofÚânl¿âtronelecled,asp€rmrltedunderSFASll6(ASC958),nottoreporltn{srevenuestalementandbalancesheÊt works ol art, htstoncål treâsures, or other srm!lâr assets held lor publrc exhrbrtron, educðlton, or research ln furtherance of publ¡c sÊrvtc€, provtde, rn Parl Xlll, lhe text of the lootnote to rls fnâncrâl slâtements thal descrrbes these rlems. b lftheorgånrzatronelecled,aspermrnedunderSFAsll6(ASC95B).{oreporlrnttsrevenuestalementandbalancesheet wofts of art, hlstoncal lreasures, or other srm¡lar assets held for publrc exhrb¡tron, educatlon, or research pubhc servrce, provrde lhe followrng amounts relatrng to these tlems (i) Revenue rncluded on Ëorm 990, Part Vlll, lrne I (ii) Assets Includêd 2 a b rn Form 990, Pertx furtherance of Þ > $ $ lf the organlzatron recerved or held works of art, hlstoncal treåsures, or other srmrlar assets for financral garn, provrde the lollow:ng amounts requrred lo be reported ¡.¡nder SFAS 116 (ASC 958) relattng to lhese nems Revenue rnöfuded on Êorm 990, Part Vll1, lrne 1 Assets rncluded rn Form 990. Part X For Paþorwork Reduction Act Not¡cs, see the lnstn¡ctions for Form 990. DAA rn > > $ S Schedule D (Form 990) 20 17 2D120f6osll3flo'l& 4 1l PM Pg 33 3 Usrng the organrzahon's acqursitton, aûcessron, and otheÍ records, check any ol lhe followrng thal år€ a stgnrficanl use ol ú5 colleclron rtems (check all lhal appfy). rrUt,. exhib¡tion "u f, scirotarty research [_J c I I rrus"ralron for ft¡ture generâtrons é P¡ov¡de a descriptron of the organrzation's a I loan or exchange Þrograms e l---l otnut cÆlledlons and oxplarn how they further the organeation's exempl pgrpose rn Part xil 5 Dunng the year, dtd lhe orEanlzatron soùcrt ol receve donallons ol art, hrstonÇat treasurBs, or othel $rmllar collectron? assett to be Ðôld to rärså funds rather than to be mäintârned äs pârt of the organrzstron's Pâlt lV ls fl V.n tr Ho Fscrow and Custodial Arangements. Complete if the organízatron answered "Yes" on Form 990, Part lV, line g, or repôrlÊd älI amtunt on Form X line2l b ls the orgøni¿alton än sgéa]l, trustee, duslodran or othêf tnlemedf âry for côntilbulions included on Form 990, Parl X2 lf 'yes," explarn the arfangeítenl tn Pa'lXtll and complele the followrng table Ç Begrñnrng balance o¡' olier assets nol fl vu" I No Amou¡t 1c ld d Addrhons duilng the year e Drslnbutrons durrng lhe year 1e f 1f 2a Ëldrng bâlancê Drd the orgânrzahon rnclude an amount on Form 990, Part X, hne ?1, for escrow or cuslodrål accÐilnt kabrllty? tn rf Yes No the n s. (å' Cffieât yås Ta Begrnnrng of b c Conttrbulrons {ù} Prer yèâr (Ef Tffi yååß bad( Ftryêtrs (dl mræ yetrs bsr¡( back yearbalance Net rnveslmenl eamrngs, garns, and lôsses d Granls or scholarshtps e Oth€r expendrt:.¡rês for facthtres and I Froqrams Admrnrstrat¡vê expenses g H.nd of year balance â Provrda the est,metad percentáge ôf tlÌe a Board desrgnated or quasr+ndowment Þ b Perrnanenl €ndowrrrènt Þ % c Ïernporanly restncled eildowñent > Ihe percentages on hnes 2a, ?b, and 2c shauld 3¿ Are there endowment lunds nol rn end bafânc€ (frne 19, calumn (a)) held as % % eqral I 00% the possessron ol lhe orgânìzatron that are held âñd admrtrstered for the Yes 0rganrzatron by (i) (ii) b 4 urrelâted oçânËêlìons relaled orgañrualrons 3s{i) 3a{riì ll"Yes"on ne3a(u),åretherefaledorganrzattonslrstêdäsrequrredonScheduleR? 3b Descnbe ln Part Xlll the rntended uges of lhe orqanøatton's endowment funds Part VJ Land, Buildings, and Equipment. lf the Þèffiplron of Þrôpèrt7 {o) Cosl ø olher bês15 ('nveslmcnìl 1â b c d Lând fb) Côsl ör Òthãr basrs (c),Accurnulaled (Éfher) d€preùðlron 34s.266 6,L32 zt'l ,o9l 24t ,g]-L 224 ,957 L ,37 Bulldtngs (d) B@k vâluÊ 34 26 42 Leasehold rmprovemenls Ëqurpment Total. Add lnes la lh h 1e must Form 990, Parl X, colunn hno l1c 16 954 1 52L 262 Schedule D (Form 990) 2017 DAA 20120S 09/13¡2018 4 1 t PM pg 34 S MADI erl Vll roR 59*2811 Securities. "Yes" on if the (o) Deffiprø d wnty û c€tegfiy {rr:lrdlrn l. æ ol snty) b. See (b) 8oo4r value line 12. MêL5gd of vahJãûçn eÐd€t.yry nEt{a v¡hæ (1) Frnanoal denvatryes (2) Closely-held equity tnterests {3) Other (A) (Ð) (c) (D) . (€) (f) . (G) .. rnus! rDYesùrÉrl Total. Part lV line Part X 15 Other Complete if the organizaltôn answered "Yes" on Form 990, Part lV, ltne 11e or 11f See Form 990, Pârt X, 25. of ib (b) BoÖk valuo ty taxes ïötå1. FÒrm hne 25 2. Lrabrlfy for uncÆnâlnlaxposttlons lnParlXlll,provrdethetextof lhefootnoletotheorgantzattol'sfinancral statemenlsthatreportsthe orqånlzâtton's ltabtlttv for uncertâtn tex provrdêd rn Part Xlll under FIN 48 (ASC ?40) Chêck here rf the lext of the lootnôt€ hås ÐÞÁ FI Scñedule Ð (Form 990) 2017 ?01?056O9ll3/20tg { ti PM Fç 35 TEE üAlfES ttlAÞISON INSTÏTOTË fOR scheduleD(Formeeo)2017 krt Xt 59-2811908 Paqe 4 Reconciliation of Revenue pcr Aud¡ted F¡nenc¡al Statements With Revenue if the I Total revsnuô, garns. and other svpport prr audfed ilnancral statements 2 Amounts inclrdad on hne 1 bul not on Form gg0, Part VUl, lne \?. â Net unrêaløed garns (tosses) on rnvestmenlç b Donated servroes and use of tãcrlütes c Recovaries of pnor year Erants d Other (Deecnbe n PartXllf ) e I I 2h ....,,11 2c ,' 2ò X.X Add lnes 2e lhrough 2d Subtrad Íne 2e frorn lino 'l Arnounls lncluded o¡ Form gBO, Part Vltl; ltnÊ 12, but nol ofi lrna 1 lñvestmenl expense3 nol rncluded ôn ForÏn 990, Pårt Vlll, lme 7b 3 4 â b Olher (OÞÊcribÊ m Pãrt Xlll ) c Add ftnes,fa and 4b 5 5 ol 1 2 lfr, pGr PSr tinäncHl 3lâlårne¡rl$ Amounls lncludi¡d on lrne 1 but nþt on F¡rm 990, Fart lX; [ne.25 € Dôñated sêrvrces and uss 9f fâctldtês b Pnor year ad¡uslments 2b c Othe¡ losses 2c d Other {Descnbe n Part Xtll ) a Add Ìnes 2a through 2d 3 Sublrâci hnê 2e from lrnÊ I 4 Amounts rncluded on Form gg0, Part lX, l¡ne 25, Þul â Invesknenl expenses ¡of lncluded on Ëom $90, b Othef (Descnbe n Part Xltl ) c Add hnes 4a and 4b Add A 3 a:a:a 4 :1 4f,, 5 4c. Provde the descnBhons requrred for Part fl, 2, Pad Xl, hnes 2d and 4b, and Psrt Xll. lrnes PAREX-E'IN48 5 l, r, 4, Part lV, llnes lb and 2b, Palt V, lrne 4, Paf X, llne provde ãny addrtronal tnfoffnatron [IIg TIÍE INTERNÀL INS3ITT'ITE TS AI{ srcrfoN 501(c) (3) . THE FrNAr Rur.rNo By , DAmD ÌãY 12 , 1992, STATED t:rE rNgTrTg:[r rS A ORGAIiIIZATION ÍHE 18.445 2d 1 ÍIüTERNÃ,L ÏNCOME :t.âX UNDER THE INSTITUTEIS E'ORM 990 RBVENUE SERVICE OR THg ÏTUTE ÐOËS NOT ÀNTICIPATE TTiB TTlAf, ÀMOUNT OF IJNFßCOGNIZED TÀX BE}ÍEFITS TO SIGNIFICÀNTLY CHANGE I,JTTHIN THE NEX1 TWETVE MONTHS. THE INSTITUTE RECOGNIZES INTEREST .àND/OR PENAITIES RSLATED TO TNCOMA TAX ìiÍÀNNERS TN INco}4E T.âx ExpENsH. THE INSÎTTUTE DfD NOT IT^I\VE ANY ÀMOUNTS ÀCCRUED FOR INTERSST Aì.IDIOR PENÂITTËS AT Schedule o {Form 9901 2017 o¡A : .2012056 09/t3{2018 4 t I PM Pg 3S 2017 Tlffi' ocToBER peRT 2AL7 "AND DECmmAR xI, LIìIE 2D - FÏTNDRtrT FÀRr 31, STNç ¡(rI, 31, RH I/Ë¡,IUE A¡(OUNTS = äxp.Èñsms $9-2811908 5 2OL6 E,]KFANSES .ITINE .2D ruNÞRã.X grilis rûR INCÍfitDED rN 1"18,44ã f,XFENSE :êUpttN.*S OTHEB ;, 118,d45 Schsdule D (Form 990) 2017 DAA 2012056 o€il3¡¿0'18 4 I I PM Pg 37 ., SCHËDULË G (Form 990 or 990-EZ) Supplementa I I nformation Regardin g PeFarüml d üÉ Ïrêastry Þ tdensl NilEotthodsrEãl,o¡r TEE JAIIIES PUBLIC POTI Par+l I lndrcå16 $/iether lhe orgentzåhon rarsed funds "flü b ü lnlemet and êmarl solrc tätr0rrs Phone sollcilâlrons dn ln"person solicitations ?a b ndraising or Gaming Activities OMB No rf 154Ð47 2017 !otuôfk oprowJr TSON INSTITUTE l.OR STUDIES Fund raising Activities. Comptete Form 990-ËZ filers are not Mâ11 gohc¡tätrons Fu qtr Fom 931¡, Parl fV,lrm 17, 18,ot 19,ot ílhÀ C4ûptelc I lñe orB4l¡rtion ffirsd'YË" organÞât¡ø erÌtryÈd mÞ thån t15,O0O oo Fom 99{¡-9. l¡æ 6¿ Þ lta¡tr to Fqm 99O d Fffi gâO-U rde.rtlìøtÞfr riumbef the organzation answered 'Yes" on ,hnel througi any of the lollowrng adruit'ps Chec* all , il $ol,"rtu¡on of nonaovernment f Ü gÜ solrctat,ofi of gûvêmmênl Sp.o"l fundraising Þ¡d the organrzälron have a wntlen or oral sr key employees llsted ín Form 990, Part ll'Yes," frst the 10 rndrvrduals or ef trtrês {frjñdratsers) Yes rs fvt Âfilounl þàrd lo Ir) Náme ând eddreõE ql hdflrduaf þl Fnlrty (turdrårær) {èr ¡,61åìñåd b/) fund¡srn€f ¡tstrd ¡n {¡t},qdtuly có1 Yee l{o il*o to be (v¡) AtrÐufn pard lo (q r91å¡nôd by) Or$ånitstlon {,i :,, I 2 ::::. 3 j: .,.= 4 5 6 7 B I 10 Totãl 3 Lrst all slates tn whrch the organizatton rs regrslered or lrcensed to solrcrt conlrrbutrons or has been nottfied tt ts exempl ftom regrstratron or lrcenstng For Paperwork Reduct¡on Act Notice, se€ tho lnstructions for Form 990 or 990-EZ. OAÀ Schedule G (Form 990 or 990-EZ) 20't7 2Ût20fiosll3Æ0lB 4 l1 leG lt Ptùt Ps 3ð 990 or JåMES 2017 -¿ I.1ÍAD g Events. Complele rf than $15,000 of fundraising event {a) Evqn {l 2 0 lb) ÉYsr #2 we¡lr À¡TNUAf. DINNERS cd (sverú tyÊe) o {c)) :J o qt 0l I Gross tece¡pts 2 3 L6ss Contnbuhons Gross rlcomå (Íne 141 .41.6 I 1 mrnus 141 4 lne 2Ì 4 Cash pnzes 5 NongåEh pnz€s 6 Rentlfaohly costs 5 7 FoÕd and beverages 2 I Enterìarnmenf I Otherdlreci expÊnses l0 2 L8,236 Drredêxpense sufimery Add l¡nes4 through FaÈ llf 36 118 4Ã5 9 Gaming. Complete lf the organ lV,line 19, or reported more on loÞF,lffilåðl q) 41" 1 Gross tevènue 2 Câsh pn:€s 3 NoncaÊh prizes 4 Rênufâotltly costs 5 Other drrecl expenses 6 Volunteer labor 7 Dtrecl expen$e summary Add Lnes ? through 5 r¡ column (d) I Net ({) Totd gaÍTng (add çol (r) ItY@gh øl (cl) {cl Olher ganìlng Ø Ç q) A x 11¡ o 0 : Õ a Yes I a b tnc¡me summ Subträct lrne 7 from ne Yes No -1. % Enter the stele(s) tn w¡tch lhe organtzatton conducts gamtng acltv[tes ls the organrzatton hcensed t0 conducl gâmrng açttvttres ln each of these slates? lf "No,' explarn D^ lf "Yes," explarn % No column 104 Wereanyof theorganìzalron'sgamtngllcensesrevoked,suspended,ôrterrntnâteddurrngthetaxyear? b Yes [-l v"' I ¡¿o !v'= Ho Schedul¿ G (Ëorm 990 or 990-eZ) 2017 20t205€ 0orl3¡t0l€,( ll 990 or Schedule t'l 12 13 a b 14 PM Pg 39 2017 TI{E JAICËS lvfADrSON 3 Does ths orgãnrzatron condud gaming aciÞities wrth nonm€mbBrs? ls the organtzatìon a granlor, benefioary or lrusìee of a trust, or a member of a partnershrp or otfier entity fofüÊd to pdr¡rrnrsler chantable gam¡ng? lndrcale the pefcentage ol gamrng âctrurty Çonducled in Yeä No Iv*r!No Thê orgânizatrqn'$ fadftty An outsrde facrlÉy Entet the nâtne Ëhd address of tbe p€fson yvöo Þrepares the organizahon's gamtngL/speoål eveñtg rçcof.ds' Name Þ Address l Sa Þ g ) Þoes the orgânÈatrot havs a conlract wrth ä thrd pafiy lrom whom lhe orgsnl2ål¡on levenue? lf "Yes," ênter lhe âmount öf gämrng revenue recerved by lhÊ orEânËåtroñ > ¿þpünt of gamrng fevenue r€tarn€d by lhê thud parly $ .Yeö,r ëfltef râme lf änd- åddrÊ3s of,lhË lhrd pårry the !v*[uo Þ Name,Þ Addrè*s Þ f6 Ç*m tng manaçer rnfg--n¡atron Name I Þ Gamlng manager compensaho4 Þ Þesonption ofservrces provded > $ 1 f] orrectorlofficer n I contrsclof ,17 â t b ls statÞ fróm lhe gámtng proceeds to f*l v"* fl drstflÞuted to olher ex6mÞt olgairüaftonÊ 0í requrred uo rülumns (nt) and schedule G (Forrn 990 ör 99Û-ez) 2017 DAÄ 291m5Æ út13¡2O18 . 4 11 PM Pg 40 Transactions W¡th lnterested Persons SCHEDULE L (Ëorm 990 28b, or 28c, or Form ' - 990{å Þ An¿ch to Form Depanmern of üæ free*rry lÂlæf 990, Parl lV, line 25a, ZSb,26,Zf ,2.8¿, part V, tine 3Ba or 4i}b, ÍBA JÀ¡JPS }'q,DI5ON ÏNSTITUIE 154#7 20' -7 990 or Form 990.E2 for iûstructjong Narc o, thû o¡çønra!ø¡ oMB No Þ Complete it thê ôrgåniz¿t¡oh enswÊrpd "YÉs' on Form orgg0-8! latest Ertp,loyer rdentiñeteD n!ryrb*¡ ËÔR INC I Excess tsenefit TranSactions (sêcrron got (c)(3), í the answered Yes'on Form sectron so.t (cX4), Parl âîd sol(cX29) (b) Relaltmshrp bôMÈ€n dFqualfel parsør I 40b hne 25a o¡ *rd Yq wOanËùm ? 3 Enlsr lhe amoúnl of tax rncurred by the organnation managers or disquahfied Þêrgons under sectron 4958 FntÊr the amount of lax, rf any, on llne 2, above, relmburs€d by the orgânËauon Paü X. No >$ >$ or 22 It) EålârÉ4 drs ïo 'lút ¡fJ.À¡¡ c. ËaN$E BOÀRÞ No ÞÏR¡ 20l} - ùoc x ¿r. RoBËRT UCCLURä. Irr x Grants or Ass¡stance rl the {e) t{åöô 0l inlãÈslêd p€rson efitin g lnterested Persons. answered "Yes" on Ëom 990, Part lV. DM Acl trne 27 (b) Relal'ôrshrp beþ{cùn rnl€resled p+lw For r"6.2û6 3è€ the lnstruct¡ons lc)ÄrÞunlol ssrstâM (dl Type ol assrslanæ (¿l Purto$ê ol .lssrstânú and lhe a.çìaôrÈalrDn for Form 990 or 990-EZ. Schedule L (Form 990 or 7 , l1 PM P8¿t .?c1?f)56Ot^3/20ra( THE JAIIIËS !4ÞDISON INSTITLIFË lranêact¡ons lnvolving lnterested Persons. ScheduteL{Fomeeooree}Éz)?017 'guð¡n€ss . pa*lV answered il the (è) ñâm ot [lseded psÐ Paí lV Yes' fb) Rèlåtrdsh'p b€lwq peffi Ðd t¡B øgsvãltn nlsest¿d f'OR 59-2811908 Page 2 o¡ 28c Ámrü Ëd Irar$dM lçl {d} offiplm sf trâ*E{dron lê) d Yst t0l rmätlön Schedufe L (Forrn 990 or 990-EZ) 2017 D^¡ ., m17O5É æt1:,¡2t19 4 f SCHEDULE b ptÁ pg 42 Supplemental lnformation to Form gg0 or gg0-EZ (Form 990 or 990€Z) Complete to provide lnformalion for respons*s to specific questions on Form gg0 or ggo-EZ of to prov¡dB any additíonal informatjon, Þ Attach to Form gg0 or ggoìEZ ).Go for the latast íñlôfmâtion. D€panæfll ol tl€ TrèâS{try lnlml RsvefßJG S€Mæ rNc , ÞART rrT, LÍt{E 4À - FIRST 990, pÀRT VI - FORM 990 2017 to PubHç - ACCOMPLTSHMENIT REQ(IEST. FORM åDDrtrrot{åJ,. ÏNË'oRMATTON TITE oRGåNTzr\TroN's co$Ë'LTcT TNCE}TTT1rES OR oF rNrnREsr pof.rcy roBßrÞs GIFTS rO HH OT'FERED / TO ACCEPT GTEIS TN ORDER TO ËATIT ENGAGING IN ¡'ORM À 990, FàRT FORM 990, ¡TRÕTd DUTY HOTIRS A¡{Þ MUST IISFORM /cuo To IIRoIif THE HOr.D À spcouÐ JoB. 15 PROCESS TO REVISIÍ AORM 990 VI, I.INE DR¡IFT OF FORM 990 TS TO REVTEW, DTSCOT]R.âGED OTIIER EI.ÍP],OT:T{ENT .ä¡TD IIA\TE AI'TTIORIZAION Àti¡D TgüY MAY NOr TO cHAIRt'lAN À¡rD pRESIDENT .ãND CEO, BfiF'ORE PART OF. CONT'LICTS POT*TCY BOARÐ OF DTRECTORS AND STAFÍ' OF THE JÀ¡{ES MÀDTSON ÏNSTTTUTE ÂIlH RßQUTRED TO HHVIH9I TIIE CONF'I,ICT OF TNTÐREST POLICY Aì{D SIGN TO ÀF'TIRM THEY T{EItfl UNÀT{ARE OT' .âl[Y CCINTTICT OF' TNTEREST. IF THEY WERE A}IARE OF ANY CONFÏICTS, THÏY ARE TO DTSCLOSË ANY POTNNTIÄI, CONE'LICTS TO THE CHÀIRMAN FORM A OI' TTIE ÊOÀRÐ OF. DIRECTORS AND THE CEO. 990, PÀRT VI, LINE 15A * COMPËNSATTON PROCESS FOR TOP OTFICIA¡ COMPENSTION COMMTTTEE R.EVIEWS Àì{Ð APPROVES TËE COMPENSÀTION OF ÀT,L OFF'ICERS ÀND ITEY EMPLOYEES. For Paperwork ReductÌon Act Notice, see the lnstrucüofls for form 990 or 990-EZ. OAÀ Sc,hedulÞ O (Form !90 or 990-Ê.z) (2017) 2Or2û56 0€¡32018 Schedule O ol 4 Jr PM Pg 43 2 990 or o19ancâùon 08 I'ORM A 990, p^âRT Vt, r,rNE 158 - COì{PÉNSAfTON PROCESS r1)R OEÍ'TCERS COMPSNSTION COMÈTITTEE RSVTEWS I}TD ÄPPROVES trffE COMPSNSÀTTON OF å]:Z OFBICËRS .ã}ID KEY B,fPLOYEES. A CA,T,END.âå" YËÄR ËND lrÖ TI8 INSTRUCTIONS AII ENÞ ÞURTNÊ OCTOBËR 3 2017. B¡ISED ON \IENDOII T¡TFOR}ÍATTON TÍTIT" NOT E'OR FORM 990 AllD \¡EI{DOR INEORÌIB,TION YEÀR ENDSD OCTOSER III 3r., NET ÀSSETS EXPI.ã¡{IÀTION Ð $ FORM 990, PART XIT - àDDITTONAI AN AUDIT COMÞTITTEÊ TS IN CHJ\RGË 2018" 118, ¿45 -llt,445 TNFOR}4ATTON OP SELECTTNG ÀND OVERSËETNG THE Í{ORK OF INDEPENÞENT AUÐITORS OF THE FTNANCIAT STATEMËI{TS. PAGE I OF 1 Schodule O (Form 990 or 95o-ËZ) (2017) DA^