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Heartland_2010_990

Heartland_2010_990

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Published by shimeralum
990 form of Heartland Institute for 2010.
990 form of Heartland Institute for 2010.

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Published by: shimeralum on Feb 25, 2012
Copyright:Attribution Non-commercial

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OL
93p3309812
06/06/2011
3
09
PM
990
Return
of
Organization
ExemptFrom
Income
Tax
Form
Under
section
501
(c),
527,or
4947(
a)(1)
of
the
Internal
Revenue
Code
(exceptblacklung
Department
of
the
Treasury
benefit
trust
or
private
foundation)
Internal
Revenue
Service
^
The
organization
may
have
to
use
a
copy
of
this
return
to
satisfy
statereporting
requirements
to
A
For
the
2010calendar
year
or
tazear
be
innin
and
endin
B
Address
Check
if
applicable
CName
of
organization
DEmployer
identification
number
u
9
u
ame
change
Doin
g
Business
As
Number
and
street
(or
P
0
box
if
mail
is
not
delivered
to
street
address)
u
Initial
return
19
SOUTHLASALLESTREET
u
erminatedCity
or
town,
stateorcountry,
and
ZIP
+
4
u
mended
return
CHICAGO
IL
60603
u
pplication
pending
F
Name
andaddress
of
principal
officer
JOSEPHBAST
19
SOUTH
LASALLE
STREET,
SUITE
903
CHICAGO
IL
60603
Tax-exempt
status
A
501(c)(3)
u
501(c)
()
I
(insert
no)
u
4947(a)(1)
or
u
527
J
Website:
^
e
-
THE
HEARTLANDINSTITUTE
WWW.
HEARTLAND
.
ORG
36-3309
812
Room/
suite
E
Telephone
number
903
312-377-4000
G
Gross
receipts$
6,157,904
H(a)
Is
this
a
group
return
foraffiliates?
u
es
No
H(b)Are
all
affiliates
included?
u
es
u
o
If
"No,"attach
a
list
(see
instructions)
number
^
K
Form
of
orcanization
stil
Corporation
Trust
II
Association
Other
^
I
L
Year
of
formation
19
84
1
M
State
of
legal
domicile
I
L
1
Briefly
describe
theorganization
'
s
mission
or
most
significant
activities
RESEARCHANDWRITINGONPUBLICPOLICY
ISSUES.
0
Co
c
rtie
b
+r
„^
ti
^
r^
if+
ho
nrnani,atinn
rliernntinnori
donnaratinnc
nr
riisnn¢arl
of
mnra
than?
;;
0/.
of
its
nat
assets
c%e
rye
J
3
Number
ofvoting
members
of
the
governing
body
(Part
VI,
line
1
a)
3
14
4
Number
of
independent
voting
members
ofthe
governing
body
(Part
VI,
line
1
b)
4
13
5
Total
number
ofindividuals
employed
in
calendaryear
2010
(Part
V,
line
2a)
5
30
6
Total
number
of
volunteers
(estimate
if
necessary)6
27
7a
Totalunrelated
businessrevenue
from
Part
VIII,
column
(
7a
17
,
879
bNet
unrelated
business
taxable
income
from
Form
990-T,
I
e
34
7b
-27
,
953
Prior
Year
Current
Year
8Contributions
and
grants
(Part
VIII,
line
1h)
6
499
687
5
973
500
9
Program
service
revenue
(Part
Vlll,
line
2g)
JUL
11
2011
9
195386
122
985
0
>
0
LL1
10Investment
income
(Part
Vlll,
column
(A),
lines
3,
4,
and
7)
co
58
,
969
8
,
537
11
Otherrevenue
(Part
VIII,
column
(A),
lines
5,
6d,
8c,9c,
1
c,
an
31
,
332
-30
,
075
12
Total
revenue
-add
lines
8throu
g
h
11
(
must
eq
ual
Part
I
UT
-
6
,
785
,
374
6
,
074
,
947
13Grants
and
similar
amounts
paid
(Part
IX,
column
(A),
lines
1-3)
115
,
000
118
,
000
14
Benefitspaid
to
or
for
members
(Part
IX,
column
(A),
line
4)
rn
15
Salaries,
other
compensation,
employee
benefits(Part
IX,
column
(A),
lines
5-10)
1
,
766
,
383
1
606
,
506
16a
Professionalfundraising
fees
(Part
IX,
column
(A),line
1le)
CL
b
Total
fundraising
expenses
(Part
IX,
column
(D),
line
25)
100-
483,571
W
17Other
expenses
(Part
IX,
column
(A),
lines
11a-11d,
1lf-24f)
4
,
370
,
140
4-
1
4-2-1
,
991
18
Total
expenses
Add
lines
13-17
(must
equal
Part
IX,
column
(A),line
25)
6
,
251
,
523
6
,
146
,
497
19
Revenue
less
ex
p
enses
Subtract
line
18from
line
12
533
,
851-71
,
550
od
Be
g
innin
g
of
Current
Year
End
of
Year
20
Total
assets
(PartX,
line
16)
815
,
362771
,
570
a9
21
Total
liabilities
(PartX,
line
26)
126
,
923
297
,
846
z,i
22
Net
assets
or
fund
balances
Subtract
line
21
from
line
20
688
439
473
C`
724
-^i
Part
tI
Signature
Block
Under
penalties
ofperjury,
I
declare
that
I
have
examined
this
return,
including
accompanying
schedules
and
statements,
and
to
thebest
of
my
knowledgeand
belief,
it
is
i
true,
correct,
andcomplete
Declaration
arer(other
than
officer)
is
b
sed
on
all
information
of
which
preparer
has
anyknowledge
Sign
'
Signature
of
officer
Here
JOSEPH
ST
Type
or
print
name
and
title
Print/Type
preparer's
name
Pr
er's
sign
Paid
ROBERTTIGHE
Preparer
Firm's
name
^
TIGHE
,
KRESS
&
P.
Use
Only
1595
WELD
ROAD,
SUITE
Firm's
address
^
ELGIN,
IL
60123-5896
May
the
IRS
discuss
this
returnwith
the
preparer
shownabove?
(see
Instructio
For
Paperwork
ReductionAct
Notice,
see
the
separate
instructions.
DAA
 
163309812
06/96/2011
3
09
PM
Form
990
(2010)
THE
HEARTLANDINSTITUTE36-3309812
Page2
Part
III
.
Statement
of
Program
Service
AccomplishmentsCheck
if
Schedule
0
contains
a
response
to
any
question
in
this
Part
III
Ifl
1
Briefly
describe
theorganization's
mission
RESEARCH
AND
WRITING
ONPUBLICPOLICY
ISSUES.
2Did
the
organization
undertake
any
significant
program
servicesduringthe
year
which
were
not
listed
on
the
prior
Form
990
or
990-EZ?
Yes
No
If
Yes
,"
describe
these
new
services
on
Schedule
0
3Didtheorganization
cease
conducting
,
or
make
significant
changes
in
how
it
conducts
,
anyprogram
services?
11
Yes
XX
No
If
"Yes
,"
describe
these
changes
on
Schedule
0
4
Describe
the
exempt
purposeachievements
for
each
of
the
organization
'
s
threelargest
program
services
by
expenses
Section501(c)(3
)
and
501
(
c)(4)
organizations
and
section
4947(
a)(1)trusts
arerequired
toreport
the
amount
of
grants
and
allocations
to
others
,
the
total
expenses
,
and
revenue
,
if
any
,
for
eachprogram
service
reported
4a
(Code
)
(Expenses
$
2
,
372
,
624
including
grants
of
$
)
(Revenue
$
PUBLICATIONS
-
RESEARCH,WRITING,
AND
DISTRIBUTION
OFPUBLICATIONS
ON
PUBLICPOLICY
ISSUES,IN
PRINTAS
WELL
AS
ONLINE.
HEARTLANDPRODUCED
SIX
MONTHLYNEWSPAPERS
(TWO
OF
THEM
DIGITAL-ONLY)
(BUDGET
&
TAX
NEWS,
ENVIRONMENT
&
CLIMATE
NEWS,
FIRE
POLICY
NEWS,
HEALTH
CARE
NEWS,
INFOTECH
&
TELECOM
NEWS,
ANDSCHOOL
REFORM
NEWS);ONEPRINT
NEWSLETTER
(THE
HEARTLANDER),
TWO
EMAIL
NEWSLETTERS
(LAWSUIT
ABUSE
FORTNIGHTLYAND
CONSUMERPOWER
REPORT);TWO
LEGISLATIVEPRINCIPLESBOOKLETS
(ADDRESSING
BUSINESSCLIMATEANDFEDERALTAX
POLICY);FIVE
POLICY
STUDIES
ANDPOLICY
BRIEFS;
ANDTWOBOOKS
(BOTH
ADDRESSING
HEALTHCARE
POLICY).
4b
(Code
)
(Expenses
$
2
,
030
,
772
including
grants
of
$
118,000
)
(Revenue
$
PUBLICRELATIONS
-
SEMINARS,
EVENTS,
SPEAKERS
BUREAU,
AND
OTHERACTIVITIESAIMED
AT
EDUCATING
HEARTLAND
MEMBERS
AND
THE
GENERALPUBLIC
CONCERNING
PUBLICPOLICY
ISSUES.
HEARTLANDSTAFFEXHIBITED
AT
NEARLY
TWO
DOZENINDUSTRY
TRADESHOWS
ANDEVENTSFORMEMBERS
OF
THE
GENERAL
PUBLIC,
AND
ITS
SENIORFELLOWSDELIVERED
MORE
THAN
100
SPEECHES
TO
AUDIENCESTOTALING
18,800
PEOPLE.
HEARTLAND'S
PUBLIC
RELATIONS
DEPARTMENT
HOSTED
A
THREE-DAYCONFERENCE
IN
CHICAGOAND
A
ONE-DAYCONFERENCE
IN
SYDNEY,
AUSTRALIAADDRESSING
THE
TOPIC
OF
GLOBAL
WARMING.
4c(Code
)
(Expenses
$
723
,
338
including
grants
of
$
)
(Revenue
$
GOVERNMENTRELATIONS
-
PUBLICATIONSANDEVENTSGEAREDTOWARD
EDUCATING
ANDINFORMING
LOCAL,
STATE,
AND
NATIONAL
ELECTEDOFFICIALSABOUTPUBLICPOLICY
ISSUES.
HEARTLANDEXHIBITEDATCONFERENCESSPONSORED
BYTHE
AMERICAN
LEGISLATIVE
EXCHANGE
COUNCIL,
NATIONAL
CONFERENCEOF
STATE
LEGISLATURES,
NATIONALASSOCIATION
OF
COUNTIES,
AND
OTHERS.
IN
ADDITION,
46
RESEARCH
&
COMMENTARYCOLLECTIONSOFBACKGROUNDREADINGSONEDUCATION,ENVIRONMENT,HEALTH
CARE,
INSURANCE,TOBACCO,
AND
WELFARE
ISSUES
WERE
DISTRIBUTED
BY
EMAILANDPOSTEDONHEARTLAND'S
WEB
SITE.
HEARTLAND'SGOVERNMENTRELATIONS
DEPARTMENT
HOSTED
A
DAY-LONG
CONFERENCE
IN
CHICAGO,THE
EMERGING
ISSUESFORUM,
ADDRESSING
PUBLICPOLICY
ISSUES.
4d
Other
program
services(Describe
in
Schedule
O
)
(Expenses
$
including
grants
of
$
)
(Revenue
$
4e
Total
program
service
expenses
^
5,126,734
DAA
Form
990
(2010)
 
163309812
06/06/2011
3
09
PM
Form
990
(2010)
THE
HEARTLANDINSTITUTE36-3309812
Page
3Part
IV
Checklist
of
Re
q
uired
Schedules
Yes
No
I
Is
theorganization
described
in
section
501
(c)(3)
or
4947(a)(1)
(other
than
aprivatefoundation)'
If
"Yes,"
complete
Schedule
A
1
X
2
Is
the
organizationrequired
to
complete
Schedule
B,
Schedule
of
Contributors?
(see
instructions)
2
X
3
Did
theorganization
engage
in
direct
or
indirect
political
campaign
activities
on
behalf
ofor
in
opposition
to
candidates
for
publicoffice?
If
"Yes,"
complete
Schedule
C,Part
I
3
X
4Section
501(c)(3)
organizations.
Didtheorganization
engage
in
lobbying
activities,
or
have
asection
501(h)
election
in
effect
duringthe
tax
year?
If
"Yes,"
complete
Schedule
C,Part
II
4
X
5
Is
the
organization
a
section
501(c)(4),501(c)(5),or
501(c)(6)organization
that
receives
membership
dues,
assessments,
orsimilar
amounts
as
defined
in
Revenue
Procedure
98-19?
If
"Yes,"
complete
Schedule
C,Part
III
5
X
6Didtheorganization
maintain
anydonor
advised
funds
or
any
similar
funds
or
accounts
where
donors
have
the
right
to
provide
advice
on
the
distribution
or
investment
of
amounts
in
such
funds
or
accounts?
If
"Yes,"
complete
Schedule
D,Part
I
6
X
7
Did
theorganizationreceive
or
hold
a
conservation
easement,
including
easements
to
preserve
open
space,
the
environment,
historic
landareas,
or
historic
structures?
If
"Yes,"
complete
Schedule
D,Part
II
7
X
8Did
the
organization
maintain
collectionsof
works
of
art,
historical
treasures,or
other
similar
assets?
If
"Yes,"
complete
Schedule
D,Part
III
8
X
9
Did
theorganization
report
an
amount
in
Part
X,
line
21,
serve
as
a
custodian
for
amounts
not
listed
in
PartX,or
provide
credit
counseling,
debt
management,
creditrepair,
or
debt
negotiation
services?
If
"Yes,"
complete
Schedule
D,PartIV
9
X
10
Did
the
organization,
directly
or
through
a
relatedorganization,hold
assets
in
term,
permanent,
or
quasi-
endowments?
If
"Yes,"
complete
Schedule
D,Part
V
10
X
11
If
the
organization's
answer
to
any
of
thefollowing
questions
is
"Yes,"
then
complete
Schedule
D,Parts
VI,VII,
VIII,IX,
or
X
as
applicablea
Did
theorganization
report
an
amount
for
land,buildings,
andequipment
in
PartX,
line
10?
If
"Yes,"
complete
Schedule
D,PartVI
11a
X
b
Did
the
organization
report
an
amount
for
investments-other
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
11b
X
c
Did
theorganization
report
an
amount
for
investments-program
related
in
Part
X,
line
13
that
is
5%
or
more
of
its
total
assets
reported
in
PartX,
line
16?
If
"Yes,"
complete
Schedule
D,Part
VIII
11c
X
d
Did
the
organization
report
an
amount
for
other
assets
in
PartX,
line
15
that
is
5%
or
more
of
its
total
assets
reported
in
Part
X,
line
16?
If
"Yes,"
complete
Schedule
D,
Part
IX
11d
X
e
Did
theorganization
report
an
amount
for
other
liabilities
in
PartX,
line
25?
If
"Yes,"
complete
Schedule
D,Part
X
11e
X
f
Didthe
organization's
separate
or
consolidated
financial
statements
for
the
tax
year
includeafootnote
that
addresses
the
organization's
liability
for
uncertain
taxpositions
underFIN
48
(ASC
740)?
If
"Yes,"
complete
Schedule
D,Part
X
11f
X
12a
Did
the
organization
obtain
separate,
independent
audited
financial
statements
for
thetax
year?
If
"Yes,"
complete
Schedule
D,
Parts
XI,XII,
and
XIII
12a
X
b
Was
theorganizationincluded
in
consolidated,
independent
audited
financial
statements
for
thetax
year?
If
"Yes,"
and
if
theorganization
answered
"No"
to
line
12a,
then
completing
Schedule
D,
Parts
XI,
XII,
and
XIII
is
optional
12b
X
13
Is
theorganizationa
school
described
in
section170(b)(1)(A)(n)?
If
"Yes,"
complete
ScheduleE
13
X
14a
Did
the
organizationmaintain
an
office,
employees,
or
agents
outside
of
theUnited
States?
14a
X
b
Did
the
organization
have
aggregate
revenues
or
expenses
of
more
than
$10,000
from
grantmaking,
fundraising,
business,
andprogram
service
activities
outsidetheUnited
States?
If
"Yes,"
complete
Schedule
F,
Parts
I
and
IV
14b
X
15
Did
the
organization
report
on
Part
IX,
column
(A),
line
3,
more
than
$5,000
of
grants
or
assistance
to
any
organization
or
entity
locatedoutside
the
United
States?
If
"Yes,"
complete
Schedule
F,
Parts
II
and
IV
15
X
16
Did
the
organization
report
on
Part
IX,
column
(A),
line3,
more
than
$5,000
of
aggregate
grants
or
assistance
to
individuals
locatedoutsidetheUnited
States?
If
"Yes,"
complete
Schedule
F,
Parts
III
and
IV
16
X
17
Did
the
organization
reporta
total
of
more
than
$15,000
of
expenses
for
professionalfundraisingservices
on
Part
IX,
column
(A),
lines
6
and1le?
If
"Yes,"
complete
Schedule
G,
Part
I
(see
instructions)
17
X
18
Did
the
organization
report
more
than
$15,000
total
of
fundraising
eventgross
incomeand
contributions
on
lines
1c
and
8a?
If
"Yes,"
complete
Schedule
G,
Part
II
art
VIII
18
X
,
19
Didtheorganization
report
more
than
$15,000
of
gross
income
from
gaming
activities
on
Part
VIII,
line
9a?
"
complete
Schedule
G,
Part
III
f
"Yes19
X
,
20a
Did
the
organization
operate
one
or
more
hospitals?
If
"Yes,"
complete
Schedule
H
20a
X
b
If
"Yes"
to
line
20a,
did
theorganization
attach
its
audited
financial
statements
tothis
return?
Note.
Some
Form
990
filers
that
operate
one
or
more
hos
p
itals
must
attachaudited
financial
statements
(
see
instructions
)
20b
N/A
Form
990
(2010)
DAA

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