Heartland_2010

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

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

Category:	Government Docs > Forms
Rating:
Upload Date:	02/25/2012
Copyright:	Attribution Non-commercial
Tags:	990 heartland institute 990 heartland institute (fewer)

Heartland_2010_990

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