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1
4
363j0981'ct06/11/2010
11
13
AM
99
0
,
Return
of
Organization
ExemptFrom
IncomeTax
OMB
No
1545-0047
"'^r^"
Under
section501
(c),
527,
or
4947(
a)(1)
pf
the
Internal
Revenue
Code
(
except
black
lung
2009
tepartment
of
the
Treasury
benefit
trust
or
private
foundation
)
Open
to
Public
ternal
Revenue
Service
^
The
organization
may
have
to
use
a
copy
of
this
return
tosatisfy
statereporting
requirementsIns
pe
ction
Check
if
applicable
Please
C
Name
of
organization
Address
change
use
IRS
THEHEARTLANDINSTITUTE
label
or
Name
chan
eprint
or
Doin
g
Business
As
g
type.
Number
and
street(or
P
0
box
if
mail
is
not
delivered
to
street
address)
Initial
return
See
19
SOUTHLASALLESTREET
Termination
Specific
Instruc-
Cityor
town,
stateorcountry,
and
ZIP
+
4
Amended
return
tions
.
CHICAGO
IL
60603
Q
Application
pending
F
Name
and
address
ofprincipalofficer
JOSEPHBAST
19
SOUTH
LASALLE
STREET,SUITE
903
CHICAGO
IL
60603
I
Tax-exempt
status
X
501(c)
(
3
)
(insert
no)
4947(a)(1)
or
527
J
Website
•
^
WW.
HEARTLAND.
ORG
I^
K
Tvoe
of
oroanizahon
^XI
Corporation
i
Trust
r
-'
Association
Other
^
Part
I
Summa
D
Employer
identification
number
36-3309812
Room/suite
E
Telephone
number
903
312-377-4000
G
Grnssreremts
$
6,87
0,
65
6
H(a)
Is
this
a
group
return
foraffiliates?
Yes
IX,
No
H(b)
Are
ed?
hates
.
_i
Yes
-
No
If
'No,'attach
a
list
(see
instructions)
H(c)
Grou
exem
p
tion
number
^
1984
M
State
ofleaal
domicile
I
L
1
Briefly
describe
the
organization
'
s
mission
or
most
significant
activities
RESEARCHANDWRITING
ONPUBLICPOLICY
ISSUES.
uMc
C)
m
to'
2
Check
this
box
10,
if
the
organizationdiscontinued
its
operations
or
disposed
of
more
than
25%
of
its
net
assets
3
Number
of
voting
members
of
the
governing
body
(Part
VI,
line
1
a)
3
14
y
R
ende
t
voting
members
of
the
governing
body
(Part
VI,line
1
b)
4
13
>^b
l
ees
(Part
V,
line
2a)5
27
6
To
t
al
number
of
vo
ers
(
estimate
if
necessary)6
20
Tot
cp
elat
slness
revenue
from
Part
VIII,
column
(C),
line
12
7a
14
,
101
bNet
unrelatedbust
axable
income
from
Form
990-T.
tine
34
7b
-89,574
^`
o
t
i
n
(
Part
VIII
,
line
1h
)
7
,
613
,
766
6
1
499
,
687
gram
service
revenue
(
Part
VIII
,
tine
2g
)
185
,
671195
,
386
m
10Investment
Income
(
Part
VIII
,
column
(A),
lines
3
,
4,
and
7d)
22
,
661
58
,
969
11
Other
revenue
(
Part
Vlll
,
column
(
A),
lines
5
,
6d,
8c
,
9c,
10c
,
and
Ile)
-39
,
139
31
,
332
12
Total
revenue
-
add
lines
8throug
h11
(
must
e
q
ual
Part
VIII
,
column
(
A
)
,
tine
12
)
7
,
782
,
959
6
,
785
,
374
13Grants
and
similar
amounts
paid
(
Part
IX
,
column
(
A),lines
1
-
3)
182
,
072
115
,
000
14
Benefits
paid
to
or
for
members
(Part
IX,
column
(
A),
line
4)
15
Salaries
,
other
compensation
,
employee
benefits
(
Part
IX
,
column
(
A),
lines
5-10)
1
626
,
153
1
,
766
,
383
16a
Professionalfundraising
fees
(
Part
IX
,
column
(
A),
line
11e)
a
b
Total
fundraising
expenses
(Part
IX
,
column
(
D),
line
25)
^
520,729
W
17
Other
expenses
(
Part
IX,
column
(
A),lines
11a-11d
,
1lf-24f
)
5
,
706
,
801
4
,
370
,
140
18
Total
expenses
Add
lines
13-17
(
must
equal
Part
IX
,
column
(
A),
line
25
)
7
,
515
,
026
6
,
251
,
523
19
Revenue
less
ex
p
enses
Subtract
line
18from
line
12
267
,
933533
,
851
o
a,
Be
ginnin
g
of
Current
Year
End
of
Year
ym
20
Total
assets
(
Part
X,
line
16
)
242
,
945
815
,
362
W12
21Total
liabilities
(
Part
X
,
line
26
)
88
,
357
126
,
923
zLL
22
Net
assets
or
fundbalances
Subtract
line
21
from
line
20
154
,
588
688
,
439
Part
11
Si
nature
Block
Under
penalties
ofperju
a
that
I
haveexamined
this
return
,
including
accompanying
schedules
and
statem
ents
,
and
to
thebest
of
my
knowledge
and
belief
,
it
is
true
,
a
mplete
Declar
nof
preparer
(
other
than
officer
)
is
based
on
all
information
of
which
preparer
hasany
knowledge
Sign
Here
Signature
of
officer
JOSEPH
ST
Type
or
print
name
an
bit
Paid
Preparer's
gnature
'Y444-
C-PA
ignat
i
Preparer
'
s
,
TIGHE
,
KRESS
&
ORR,
'
Use
Only
s
-lame
(
or
yoursirm
if
self-employed
)
,
159-9
WELD
ROAD,
SUI
address
,
and
ZIP
+4
ELGIN
,
IL
60123-58
May
the
IRS
discuss
this
returnwith
the
preparer
shownabove?
(see
instruction,
For
Privacy
Act
andPaperwork
Reduction
Act
Notice
,
see
the
separate
inst
DAA
 
363309812106/11/2010
11
13
AM
^,orm
990
(2o09)
THE
HEARTLANDINSTITUTE
36-3309812
Page2
Part
Ill
Statement
of
Program
Service
Accomplishments
1
Briefly
describe
the
organization's
mission
RESEARCHANDWRITING
ON
PUBLIC
POLICY
ISSUES.
2Didtheorganization
undertake
any
significant
program
servicesduringthe
year
which
were
not
listed
on
the
prior
Form
990
or
990-EV
Yes
No
If
"Yes,"
describethese
new
services
onSchedule
0
3
Did
theorganization
cease
conducting,
or
make
significant
changes
in
how
it
conducts,
any
program
services?
Yes
X
No
If
"Yes,"
describethese
changes
onSchedule
0
4
Describe
the
exempt
purposeachievements
for
each
of
the
organization's
three
largest
program
services
by
expenses
Section
501
(c)(3)
and
501
(c)(4)
organizations
and
section
4947(a)(1)
trusts
arerequired
to
reportthe
amount
of
grants
and
allocations
to
others,
the
total
expenses,
and
revenue,
if
any,
for
eachprogram
servicereported
4a(Code
)
(Expenses
$
2
,
078
,
375
including
grants
of
$
)
(Revenue
$
PUBLICATIONS
-
RESEARCH,WRITING,
ANDDISTRIBUTION
OF
PUBLICATIONS
ON
PUBLICPOLICY
ISSUES,IN
PRINT
AS
WELL
ASONLINE.
HEARTLANDPRODUCED
FIVE
MONTHLYNEWSPAPERS
(BUDGET
&
TAX
NEWS,
ENVIRONMENT
&
CLIMATE
NEWS,
HEALTH
CARENEWS,INFOTECH
&
TELECOM
NEWS,
ANDSCHOOLREFORM
NEWS);ONE
PRINTNEWSLETTER
(THE
HEARTLANDER),
TWOEMAILNEWSLETTERS
(LAWSUIT
ABUSEFORTNIGHTLYANDCONSUMERPOWER
REPORT);ONE"REPORTCARD"(ADDRESSING
PROPERTY
&
CASUALTY
INSURANCE);
AND
ONE
BOOK
(CLIMATE
CHANGERECONSIDERED)
4b
(Code
)
(Expenses
$
2
,
518
,
769
including
grants
of
$
115,
000
)
(Revenue
$
PUBLICRELATIONS
-
SEMINARS,EVENTS,
SPEAKERS
BUREAU,
AND
OTHERACTIVITIES
AIMEDATEDUCATINGHEARTLANDMEMBERSAND
THE
GENERALPUBLICCONCERNINGPUBLICPOLICY
ISSUES.
HEARTLAND
STAFF
EXHIBITEDATNEARLYTWODOZENINDUSTRY
TRADE
SHOWS
ANDEVENTSFORMEMBERSOF
THE
GENERAL
PUBLIC,
AND
ITS
SENIORFELLOWSDELIVEREDMORETHAN
100
SPEECHESORTALKRADIOSHOWAPPEARANCES.HEARTLAND'SPUBLICRELATIONSDEPARTMENTHOSTED
A
THREE-DAYCONFERENCE
IN
NEW
YORKAND
A
TWO-DAYCONFERENCE
IN
WASHINTON,
DC
ADDRESSING
THE
TOPICOFGLOBAL
WARMING.
4c(Code
)
(Expenses
$
593
,
617
including
grants
of
$
)
(Revenue
$
GOVERNMENTRELATIONS
-
PUBLICATIONSANDEVENTSGEAREDTOWARDEDUCATINGANDINFORMING
LOCAL,
STATE,
AND
NATIONAL
ELECTEDOFFICIALSABOUTPUBLICPOLICY
ISSUES.
HEARTLANDEXHIBITEDATCONFERENCESSPONSORED
BYTHE
AMERICAN
LEGISLATIVEEXCHANGE
COUNCIL,
NATIONALCONFERENCEOF
STATE
LEGISLATURES,NATIONALASSOCIATIONOF
COUNTIES,
U.S.
CONFERENCEOF
MAYORS,
AND
OTHERS.
IN
ADDITION,
44
RESEARCH
&
COMMENTARYCOLLECTIONSOFBACKGROUNDREADINGSON
EDUCATION,ENVIRONMENT,
HEALTH
CARE,
INSURANCE,TOBACCO,ANDWELFAREISSUESWEREDISTRIBUTED
BY
EMAILANDPOSTED
ON
HEARTLAND'S
WEB
SITE.
HEARTLAND'SGOVERNMENTRELATIONSDEPARTMENTHOSTEDSEVERALHALF-DAYEVENTSACROSSTHECOUNTRYADDRESSING
HEALTH
CARE
REFORM.
4d
Other
program
services
(Describe
in
Schedule
O
)
(Expenses
$
including
grants
of
$
)
(Revenue
$
4e
Total
program
service
expenses
^
5,190,761
Form
990
(2009)
DAA
 
363309812'06/11/2010
11
13
AM
horm
990
('009)
THE
HEARTLANDINSTITUTE36-3309812
Page
3
Part
IV
Checklist
of
Re
q
uired
Schedules
Yes
No
1
Is
theorganization
described
in
section501(c)(3)
or
4947(a)(1)
(other
than
aprivate
foundation)?
If
"Yes,"
completeSchedule
A
I
X
2
Is
theorganizationrequired
to
completeSchedule
B,
Schedule
of
Contributors?2
X
3Did
theorganization
engage
in
director
indirect
political
campaign
activities
on
behalf
ofor
in
opposition
to
candidates
for
public
office?
If
"Yes,"
complete
Schedule
C,
Part
I
3
X
4Section
501(c)(3)
organizations
.
Did
theorganization
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
theorganizationsubject
to
thesection
6033(e)
notice
and
reporting
requirement
and
proxy
tax?
If
"Yes,"
completeSchedule
C,Part
III
5
6
Did
theorganization
maintain
any
donor
advisedfunds
or
any
similar
funds
or
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
theorganization
receive
or
holda
conservation
easement,
including
easements
to
preserve
open
space,
the
environment,
historic
landareas,
or
historic
structures?
If
"Yes,"
completeSchedule
D,
Part
II
7
X
8
Didtheorganization
maintain
collectionsof
works
of
art,
historical
treasures,
or
other
similar
assets?
If
"Yes,"
completeSchedule
D,
Part
III
8
X
9
Didthe
organization
report
an
amount
in
Part
X,
line
21,
serveas
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
Didtheorganization,
directly
or
through
arelated
organization,hold
assets
in
term,
permanent,
or
quasi-endowments?
If
"Yes,"
completeSchedule
D,
Part
V
10
X
11
Is
theorganization's
answer
to
any
of
the
following
questions"Yes"?
If
so,
completeSchedule
D,
Parts
VI,
VII,VIII,IX,
or
X
as
applicable11
X
•
Didtheorganization
report
an
amount
for
land,buildings,
and
equipment
in
Part
X,
line
10?
If
"Yes,"
completeSchedule
D,
Part
VI
•
Didtheorganization
report
an
amount
for
investments-other
securities
in
Part
X,
line
12
that
is
5%
or
more
of
its
total
assetsreported
in
Part
X,
line
16?
If
"Yes,"
completeSchedule
D,
Part
VII
•
Didtheorganization
report
an
amount
for
investments-program
related
in
Part
X,
line
13
that
is
5%
or
more
of
its
total
assetsreported
in
Part
X,
line
16"
If
"Yes,"
completeSchedule
D,
Part
VIII
•
Didthe
organization
report
an
amount
for
other
assets
related
in
Part
X,
line
15
that
is
5%
or
more
of
its
total
assetsreported
in
Part
X,
line
16"
If
"Yes,"
complete
Schedule
D,Part
IX
•
Didtheorganization
report
an
amount
for
other
liabilitiesin
Part
X,
line
25?
If
"Yes,"
complete
Schedule
D,
Part
X
•
Didtheorganization's
separate
or
consolidated
financial
statements
for
the
tax
year
include
a
footnote
that
addresses
theorganization's
liability
for
uncertain
tax
positions
under
FIN
48?
If
"Yes,"
complete
Schedule
D,
Part
X
12
Didtheorganizationobtain
separate,
independent
audited
financial
statements
for
the
tax
year?
If
"Yes,"
completeSchedule
D,
Parts
XI,XII,
and
XIII
12
X
12A
Was
theorganization
included
in
consolidated,
independent
audited
financial
statements
for
thetax
year?
Yes
No
If
"Yes,"
completing
Schedule
D,
Parts
XI,
XII,
and
XIII
is
optional
12A
13
Is
theorganization
a
schooldescribed
in
section
170(b)(1)(A)(ii)?
If
"Yes,"
complete
Schedule
E13
X
14a
Didtheorganization
maintain
an
office,
employees,
or
agents
outside
of
the
United
States?
14a
X
b
Didtheorganization
have
aggregaterevenues
or
expenses
of
more
than
$10,000
fromgrantmaking,
fundraising,
business,
andprogram
service
activities
outsidethe
United
States?
If
"Yes,"
complete
Schedule
F,
Part
I
14b
X
15
Didtheorganization
report
on
Part
IX,
column
(A),line
3,
more
than
$5,000
of
grants
or
assistance
to
any
organization
or
entity
located
outside
the
United
States?
If
"Yes,"
complete
Schedule
F,
Part
II
15
X
16
Didtheorganization
report
on
Part
IX,
column
(A),line
3,
more
than
$5,000
of
aggregate
grants
or
assistance
to
individuals
located
outside
the
United
States?
If
"Yes,"
completeSchedule
F,
Part
III
16
X
17
Didtheorganization
report
a
total
of
more
than
$15,000
of
expenses
for
professionalfundraising
services
on
Part
IX,
column
(A),
lines
6
and1le?
If
"Yes,"
completeSchedule
G,Part
I
17
X
18
Didtheorganization
report
more
than
$15,000
total
of
fundraising
eventgross
income
and
contributions
on
Part
VIII,
lines
1c
and8a?
If
"Yes,"
complete
Schedule
G,
Part
II
18
X
19
Did
theorganization
report
more
than
$15,000
of
gross
income
from
gaming
activities
on
Part
VIII,
line
9a?
If
"Yes,"
completeSchedule
G,
Part
III
19
X
20
Didthe
organization
operate
one
or
more
hospitals?
If
"Yes,"
completeSchedule
H
20
X
Form
990
(2009)
DAA
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