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Heartland_2008_990

Heartland_2008_990

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Published by shimeralum
990 form of Heartland Institute for 2008.
990 form of Heartland Institute for 2008.

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Published by: shimeralum on Feb 25, 2012
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02/25/2012

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Form
9901
a
ti
Department
of
the
Treasury
Int
e
rn
a
l
R
eve
n
ue
Se
rvice
Return
of
Organization
Exempt
From
Income
Tax
Under
section
501(c
),
527,
or
4947(
a)(1)
of
the
Internal
Revenue
Code
(
except
blacklung
benefit
trust
orprivate
foundation)
^
The
or
ganization
may
have
to
usea
copy
of
this
return
to
satisfy
statereporting
requirements.
pen
to
IUD
InspectionA
For
the
2008
calendar
y
ear
.
or
tax
ear
be
ginnin
g
and
endin
B
Check
if
applicable
Please
C
Name
of
organization
D
Employer
identification
number
Address
change
use
IRS
THE
HEARTLAND
INSTITUTE
N
hane
label
or
print
or
Doing
Business
As
36-3309812
ame
cg
F]
type.
Number
and
street
(or
P
0
box
if
mail
is
notdelivered
to
street
address)
Room/suite
E
Telephone
number
Initial
return
See
19
SOUTH
LASALLE
STREET
903
312-377-4000
Termination
Specific
Instruc-
Cityor
town,
stateor
country,
and
ZIP
+
4
7
,
880
,
589
Gross
recei
is
Amended
return
lions.
CHICAGO
IL
60
6
0
3
F]
Application
pending
F
Name
and
address
ofprincipal
officer
H(a)
Is
this
agroup
return
for
JOSEPH
BAST
affiliates?
Yes
X
No
19
SOUTH
LASALLE
STREET,
SUITE
903
H(b)
I
ncluded
^liates
H
Yes
No
CHICAGO
IL
606
0
3
If
'No,'
attach
a
list
(see
instructions)
Tax-exem
p
t
status
n
01
c
3
/
(
insert
no
4947
a
1
or
527
d
Websrte:
^
WWW
.
HEARTLAND
.
ORG
H
(
c
)
Grou
exem
p
tion
number
^
K
Tvoe
of
organization
IXI
Corporation
Trust
AssociationOther
^
L
Year
of
formation
1984
M
State
of
legal
domicile
IL
Part
1
1
Summa
1
Briefly
describe
the
organization's
mission
or
most
significant
activities
RESEARCHAND
WRITING
ONPUBLICPOLICY
ISSUES.
Vc
c
C,A
2
Check
this
box
^
11
if
the
organization
discontinued
its
operations
or
disposed
of
more
than
25%
of
its
assets.3
Number
of
voting
members
of
the
governing
body
(PartVI
,
line
1a)
3
15
4
Number
of
independent
voting
members
of
the
governing
body
(PartVI
,
line
1
b)
4
14
5
Total
number
of
employees
(Part
V,
line
2a)
5
29
6
Total
number
of
volunteers
(
estimate
if
necessary)6
5
7a
Total
gross
unrelated
business
revenue
from
Part
VIII,
line
12,
column
(
C)
7a
11
,
686
b
Net
unrelated
business
taxable
income
from
Form
990
-T
,
line
34
7b
-42,765
Prior
Year
CurrentYear
8Contributions
and
grants
(Part
VIII,
line
1h)
4,967
,
005
7,613,766
9
Program
service
revenue
(
Part
VIII,
line
2g
)
215,292
185,
671
10Investment
income
(Part
VIII,
column
(
A),
lines
3
,
4,
and
7d
)
34,
587
22,
661
MIX
11
Other
revenue
(
Part
VIII
,
column
(
A),lines
5,
6d,
8c
,
9c,
1Oc
,
and
11e)
-39,139
12
Total
revenue
-
add
lines
8through
11
(
must
e
q
ual
Part
VIII
column
(
A
),
line
12
)
5,216,8847,782,959
13Grants
and
similar
amounts
paid
(PartIX
,
column
(A),
lines
1
-
3)
135,000
182,072
14
Benefits
paid
to
or
for
members
(
Part
IX
,
column
(
A),
line
4)
w
15
Salaries
,
other
compensation
,
employee
benefits(Part
IX,
column
(A),lines
5-10)
1,262,754
1,626,153
16a
Professionalfundraisingfees
(Part
IX
,
column
(
A),
line
11e)
b
Total
fundraising
expenses
(
Part
IX
,
column
(
D),
line
25
)
lo-
601,942
X
W
17
Other
expenses
(Part
IX,
column
(
A),lines
1la
-
11d,
f-24f
)
4,467,5885,706,801
18
Total
expenses
.
Add
lines
13
-
17(mustequal
Part
IX
colu
I
'
5,865
,
342
7
,
515,026
I
9
Revenue
less
ex
p
enses
Subtract
line
18from
line
'M
V
/-,
-
64
8,
4
58
2
67,
933
-0
Beginning
of
Year
En
d
of
Year
NE
20
Total
assets
(
Part
X
,
line
16
)
AUG
145
,
214
242,945
am
®
21
Total
liabilities
(
Part
X
,
line
26
)
200,9
10
258,559
88,
357
zLL
22
Neta
ssets
or
fund
balances
.
Subtract
line
21
fro
line
-
113.
3
4
5
154,588
!
Part
II
1
Si
nature
Block
^-::-
C^
-\#
-,
---
1a
nts
,
a
nd
to
thebest
of
my
knowledgeUnder
penalties
of
perjury
,I
declare
that
I
haveexamined
this
return,
                                                                                                                                                                 inAiis
and
belief
,
it
ipreparer
oth
Sign
Here
Signatureo
JOSPH
BAST
Type
or
pri
ne
and
title
Paid
Preparer'ssignature
r1JJ
Preparer
'
s
TIGHE,
KRE
SS
&
ORR
Use
Only
Firm's
name
(or
yours
if
self-employed),
1595
WELD
ROAD,SU
address,
and
ZIP+4
ELGIN,IL60123-5
May
the
IRS
discuss
this
return
with
the
preparer
shown
above?
(see
instructs
DAA
ForPrivacyAct
andPaperwork
Reduction
Act
Notice
,
see
the
separ.
 
Fbrm
990
9008)
THE
HEARTLAND
INSTITUTE36-3309812
Page
2
Part
III
I
Statement
of
Program
Service
Accomplishments
(see
instructions)
1
Briefly
describe
theorganization'smission:
RESEARCHAND
WRITING
ONPUBLICPOLICY
ISSUES.
2Didtheorganization
undertake
any
significant
program
servicesduringthe
year
which
were
not
listed
on
the
prior
Form990
or
990
-EZ?
Yes
®
No
If
"Yes,"
describethese
new
services
on
Schedule
O.
3Didtheorganization
cease
conducting
,
or
make
significant
changes
in
how
it
conducts,
anyprogram
services?
Yes
®
No
If
*Yes,"
describethese
changes
onSchedule
O.
4
Describe
the
exempt
purposeachievements
for
each
of
theorganization
'
s
three
largest
program
services
by
expenses.
Section501
(
c)(3)
and
501
(
c)(4)
organizations
and
section
4947(
a)(1)trusts
arerequired
to
report
the
amount
of
grants
and
allocations
to
others
,
the
total
expenses
,
and
revenue
,
if
any,
for
eachprogram
service
reported.
4a
(Code:
)
(Expenses
$
3,
031,
500
includinggrants
of
$
)
(Revenue
PUBLICATIONS
-
RESEARCH,WRITING,
ANDDISTRIBUTION
OFPUBLICATIONSONPUBLICPOLICY
ISSUES,IN
PRINTAS
WELL
AS
ONLINE.
HEARTLAND
PRODUCEDFIVE
MONTHLYNEWSPAPERS
(BUDGET
&
TAX
NEWS,
ENVIRONMENT
&
CLIMATE
NEWS,
HEALTH
CARE
NEWS,
INFOTECH
&
TELECOM
NEWS,
AND
SCHOOL
REFORM
NEWS);
TWO
NEWSLETTERS
(THE
HEARTLANDERAND
LAWSUIT
ABUSE
FORTNIGHTLY);THREE"REPORTCARDS"(ADDRESSING
WELFARE
REFORM,
SCHOOL
CHOICE,
ANDPROPERTY
&
CASUALTY
INSURANCE);TWOBOOKS
(BOOKER
T.
WASHINGTON:
A
RE-EXAMINATIONANDENERGY
KEEPERS
ENERGY
KILLERS);
AND
TWOBOOKLETS(CONTINUEDONSCHEDULE
0)
4b
(Code:
)
(Expenses
$
2
,
76
5
,
5
9
6
includinggrants
of
$
182,072
)
(Revenue
PUBLICRELATIONS
-
SEMINARS,EVENTS,
SPEAKERS
BUREAU,
ANDOTHERACTIVITIESAIMEDATEDUCATINGHEARTLANDMEMBERSAND
THE
GENERAL
PUBLIC
CONCERNING
PUBLICPOLICY
ISSUES.
HEARTLAND
STAFF
EXHIBITED
AT
MORETHANADOZENINDUSTRY
TRADESHOWS
AND
EVENTSFORMEMBERSOF
THE
GENERAL
PUBLIC,
AND
ITS
SENIORFELLOWSDELIVEREDMORETHAN
100
SPEECHESORTALKRADIOSHOW
APPEARAN
CES.
HEARTLAND'SPUBLIC
RELATIONSDEPARTMENTHOSTED
A
THREE-DAY
CONFERENCE
IN
NEWYORKADDRESSING
THETOPICOFGLOBALWARMING.
4c
(Code:
)
(Expenses
$
628,
320
including
grants
of
$
)
(Revenue
GOVERNMENTRELATIONS
-
PUBLICATIONS
AND
EVENTS
GEAREDTOWARDEDUCATINGAND
INFORMING
LOCAL,STATE,
ANDNATIONALELECTED
OFFICIALS
ABOUT
PUBLICPOLICY
ISSUES.
HEARTLANDEXHIBITED
AT
CONFERENCES
SPONSOREDBY
THE
AMERICANLEGISLATIVEEXCHANGE
COUNCIL,
NATIONAL
CONFERENCEOFSTATELEGISLATURES,
NATIONALASSOCIATION
OF
COUNTIES,
U.S.
CONFERENCE
OF
MAYORS,
AND
OTHERS.
IN
ADDITION,
49
RESEARCH
&
COMMENTARY
COLLECTIONSOF
BACKGROUNDREADINGS
ONEDUCATION,ENVIRONMENT,HEALTH
CARE,
INSURANCE,
TOBACCO,
ANDWELFARE
(CONTINUEDONSCHEDULE
0)
4d
Other
program
services.
(Describe
in
Schedule
0.)
(Expenses
$
including
grants
of
$
)
(Revenue
$
4e
Total
program
service
expenses
0'
$
6,425,416
(Mustequal
Part
IX,
Line
25,
column
(B).)
Form
990
(2008)
DAA
 
Rorm
990
(12008)
THEHEARTLANDINSTITUTE36-3309812
Page
3
Part
IV
I
Checklist
of
Re
q
uired
Schedules
Yes
No
1
Is
theorganization
described
in
section
501(c)(3)or
4947(a)(1)
(other
thana
private
foundation)?
If
"Yes,"
complete
Schedule
A
X
2
Is
theorganization
required
to
completeSchedule
B,
Schedule
of
Contributors?2
X
3
Did
the
organization
engage
in
direct
or
indirect
political
campaign
activities
on
behalf
of
or
in
opposition
to
candidates
for
public
office?
If
"Yes,"
completeSchedule
C,
Part
I
3
X
4
Section
501
(
c)(3)
organizations
.
Didtheorganization
engage
in
lobbying
activities'
If
"Yes,"
completeSchedule
C,Part
II
4
X
5
Section
501
(
c)(4),
501
(
c)(5),
and
501
(
c)(6)
organizations
.
Is
the
organization
subject
to
thesection
6033(e)
notice
and
reporting
requirement
and
proxy
tax?
If
"Yes,"
complete
Schedule
C,
Part
III
5
6
Did
the
organization
maintain
anydonor
advised
funds
or
any
accounts
where
donors
have
the
rightto
provide
advice
on
the
distribution
or
investment
of
amounts
in
such
funds
or
accounts"
If
"Yes,"
completeSchedule
D,Part
I
6
X
7
Did
the
organizationreceive
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
X
8Did
the
organization
maintain
collections
of
works
of
art,
historical
treasures,or
other
similar
assets?
If
"Yes,"
completeSchedule
D,Part
III
8
X
9Did
the
organization
report
an
amount
in
Part
X,
line
21;
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,Part
IV
9
X
10
Did
the
organizationhold
assets
in
term,
permanent,
or
quasi-endowments?
If
"Yes,"
completeSchedule
D,
Part
V
10
X
11
Did
the
organization
report
an
amount
in
Part
X,
lines10,
12,
13,
15,or
25?
If
"Yes,"
complete
Schedule
D,Parts
VI,
VII,VIII,IX,
or
X
as
applicable
i
11
X
12
Did
the
organizationreceive
an
audited
financial
statement
for
the
year
for
which
it
is
completing
this
returnthat
was
prepared
in
accordance
with
GAAP?
If
"Yes,"
completeSchedule
D,
Parts
XI,
XII,
and
XIII
12
X
13
Is
the
organization
aschooldescribed
in
section
170(b)(1)(A)(ii)?
If
"Yes,"
complete
Schedule
E
13
X
14a
Did
the
organization
maintain
an
office,
employees,
or
agents
outside
of
the
U.S.?
14a
X
b
Did
the
organization
have
aggregate
revenues
or
expenses
of
more
than
$10,000
from
grantmaking,
fundraising,
business,
andprogram
service
activities
outside
the
U.S.?
If
"Yes,"
complete
Schedule
F,
Part
I
14b
X
15
Did
the
organization
report
on
Part
IX,
column
(A),line
3,
more
than
$5,000
of
grants
or
assistance
to
any
organizationor
entity
located
outside
the
UnitedStates?
If
"Yes,"
complete
Schedule
F,
Part
II
15
X
16
Did
the
organization
report
on
Part
IX,
column
(A),line
3,
more
than
$5,000
of
aggregate
grants
or
assistance
to
individuals
locatedoutside
the
UnitedStates?
If
"Yes,"
complete
Schedule
F,
Part
III
16
X
17
Did
the
organization
report
more
than
$15,000
on
Part
IX,
column
(A),line
119?
If
"Yes,"
completeSchedule
G,
Part
I
17
X
18
Did
the
organization
report
more
than
$15,000
total
on
Part
VIII,
lines
1c
and8a?
If
"Yes,"
completeSchedule
G,
Part
II
18
X
19
Did
the
organization
report
more
than
$15,000on
Part
VIII,
line
9a?
If
"Yes,"
completeSchedule
G,
Part
III
19
X
20
Did
the
organization
operate
one
or
more
hospitals?
If
"Yes,"
complete
Schedule
H
20
X
21
Did
the
organization
report
more
than
$5,000on
Part
IX,
column
(A),
line
1?
If
"Yes,"
complete
Schedule
I,
Parts
I
and
II
21
X
22
Didthe
organization
report
more
than
$5,000on
Part
IX,
column
(A),
line
2?
If
"Yes,"
complete
Schedule
I,
Parts
I
and
III
22
X
23
Did
the
organization
answer
"Yes"
to
Part
VII,
Section
A,
questions
3,4,
or
5?
If
"Yes,"
completeSchedule
J
23
X
24a
Did
the
organization
have
a
tax-exempt
bond
issue
with
an
outstanding
principal
amount
of
more
than
$100,000
as
of
the
last
day
of
the
year,
that
was
issued
after
December
31,
2002?
If
"Yes,"
answer
questions
24b-24d
andcompleteSchedule
K.
If
"No,"
go
to
question
2524a
X
b
Did
the
organization
invest
anyproceeds
of
tax-exempt
bonds
beyond
a
temporary
period
exception?
24b
c
Did
the
organization
maintain
an
escrow
account
other
thana
refunding
escrow
at
any
time
duringthe
year
to
defease
any
tax-exempt
bonds?
24c
dDid
theorganization
act
asan
"on
behalf
of"
issuer
for
bonds
outstanding
at
any
time
duringthe
year?
24d
25a
Section501(c
)(
3)
and
501
(
c)(4)
organizations
.
Didtheorganization
engage
in
anexcess
benefittransactionwith
a
disqualified
person
duringthe
year?
If
"Yes,"
completeSchedule
L,
Part
I
25a
X
b
Did
the
organization
become
aware
that
it
had
engaged
in
an
excess
benefit
transactionwith
a
disqualified
person
froma
prior
year?
If
"Yes,"
completeSchedule
L,
Part
I
25b
X
26
Was
a
loan
to
or
by
a
current
or
former
officer,
director,
trustee,
key
employee,
highly
compensated
employee,
or
disqualified
person
outstanding
as
of
the
end
of
theorganization'stax
year?
If
"Yes,"
complete
Schedule
L,
Part
II
26
X
27
Did
the
organizationprovide
a
grant
or
other
assistance
to
an
officer,
director,
trustee,
key
employee,
or
substantial
contributor.
or
to
a
person
related
to
such
an
individual?
If
"Yes."
completeSchedule
L,
Part
III
27
X
Form
990
(2008)
DAA

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