2024-11-15T11:09:35-06:00 2023-12-31 381910111 UHY ADVISORS GREAT LAKES INC 7171 STADIUM DRIVE KALAMAZOO MI 49009 990 2023-01-01 854202763 AMERICA FIRST POLICY INSTITUTE INC AMER 7036373690 1635 ROGERS RD FORT WORTH TX 76107 BROOKE ROLLINS PRESIDENT & CEO 7036373690 2024-11-15 1 0 RHONDA L NEWMAN P00047726 2693817600 2024-11-15 2023 2024-10-15 13:58:12Z BROOKE ROLLINS 1635 ROGERS RD FORT WORTH TX 76107 28900348 0 X HTTPS://AMERICAFIRSTPOLICY.COM/ X 2020 TX THE AMERICA FIRST POLICY INSTITUTE (AFPI) IS A 501(C)(3) NON-PROFIT, NONPARTISAN RESEARCH INSTITUTE. AFPI EXISTS TO ADVANCE POLICIES THAT PUT THE AMERICAN PEOPLE FIRST. OUR GUIDING PRINCIPLES ARE LIBERTY, FREE ENTERPRISE, NATIONAL GREATNESS, AMERICAN MILITARY SUPERIORITY, FOREIGN-POLICY ENGAGEMENT IN THE AMERICAN INTEREST, THE PRIMACY OF AMERICAN WORKERS, FAMILIES, AND COMMUNITIES IN ALL WE DO. 10 10 94 437 0 0 23081221 28732989 0 0 -1853 30173 538878 -1444077 23618246 27319085 0 351500 0 0 9378374 11442305 1280707 775254 3353901 11689152 10365073 22348233 22934132 1270013 4384953 6068756 9873304 1433900 746860 4634856 9126444 X THE AMERICA FIRST POLICY INSTITUTE (AFPI) IS A 501(C)(3) NON-PROFIT, NON- PARTISAN RESEARCH INSTITUTE. AFPI EXISTS TO ADVANCE POLICIES THAT PUT THE AMERICAN PEOPLE FIRST. OUR GUIDING PRINCIPLES ARE LIBERTY, FREE ENTERPRISE, NATIONAL GREATNESS, AMERICAN MILITARY SUPERIORITY, FOREIGN-POLICY ENGAGEMENT IN THE AMERICAN INTEREST, AND THE PRIMACY OF AMERICAN WORKERS, FAMILIES, AND COMMUNITIES IN ALL WE DO. 0 0 18500760 351500 IN 2023, AFPI STOOD UP FIVE POLICY CAMPAIGNS TO ADVANCE THE AMERICA FIRST AGENDA FOR STATE AND FEDERAL POLICY SOLUTIONS. WE ALSO HAD WINS IN OUR OUTREACH IN THE FORM OF COALITIONS LIKE HISPANIC LEADERSHIP, ATHLETES FOR AMERICA, THE AMERICAN DREAM, AMERICA FIRST PARENTS, BIBLICAL FOUNDATIONS, AND THE WOMEN'S AGENDA. AFPI ALSO STOOD UP FIVESTATE CHAPTERS IN CALIFORNIA, FLORIDA, ARIZONA, GEORGIA, AND PENNSYLVANIA. THE AMERICA FIRST TRANSITION PROJECT (AFTP) GOT OFF THE GROUND TO ENSURE THE NEXT CONSERVATIVE ADMINISTRATION IS READY TO GOVERN EFFECTIVELY ON DAY ONE, BRINGING MORE THAN 550 FORMER SENIOR FEDERAL GOVERNMENT LEADERS TO ASSIST IN THE MISSION. AFPI ALSO HOSTED A RANGE OF SUCCESSFUL EVENTS SPOTLIGHTING POLICY GOALS ON NATIONAL SECURITY, CHINA, ECONOMY, LAW ENFORCEMENT, FENTANYL, AND MORE. 18500760 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 118 0 1 94 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 1 1 1 1 0 0 AK AL AR CA CO CT FL GA HI IL KS KY LA MA MD ME MI MN MO MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV X X CHAD WOLF 7036373690 1777 N KENT ST ARLINGTON VA 22209 BROOKE ROLLINS PRESIDENT & CEO 40.00 1.00 X X 552040 0 8552 LINDA MCMAHON CHAIR 5.00 1.00 X X 0 0 0 LARRY KUDLOW VICE CHAIR 5.00 X X 0 0 0 TIM DUNN DIRECTOR 5.00 1.00 X 0 0 0 BOB UNANUE DIRECTOR 5.00 X 0 0 0 TRISH DUGGAN DIRECTOR 5.00 X 0 0 0 CODY CAMPBELL DIRECTOR 5.00 X 0 0 0 MARK PENTECOST DIRECTOR 5.00 X 0 0 0 NEWT GINGRICH DIRECTOR 5.00 X 0 0 0 KEVIN HASSETT DIRECTOR 5.00 X 0 0 0 DAVID HERCHE DIRECTOR 5.00 X 0 0 0 CHAD WOLF EXECUTIVE DIRECTOR/TREASURER 40.00 X 387914 0 7374 JESSICA STEINMANN SECRETARY/GENERAL COUNSEL 40.00 X 180749 0 7988 MARTIN GILLESPIE CHIEF DEVELOPMENT OFFICER 40.00 X 350140 0 9527 HOPE HUDSON CHIEF OF STAFF 40.00 X 210631 0 5066 DOUGLAS HOELSCHER CHAIR FOR THE AMERICA FIRST TRANSITION 40.00 X 237014 0 7374 JOSEPH KELLOGG JR CO-CHAIR FOR THE CENTER 40.00 X 237950 0 0 RICHARD LAWSON SENIOR LITIGATOR 40.00 X 232487 0 0 ROBERT LAW CENTER OF HOMELAND SECURITY DIRECTOR 40.00 X 219494 0 8526 STEPHEN YATES SENIOR FELLOW AND CHAIR 40.00 X 218690 0 6614 2827109 0 61021 42 0 1 0 RMG RESEARCH INC 1310 GULF BOULEVARD UNIT 15G CLEARWATER FL 33767 POLLING 495000 HSP DIRECT LLC 20130 LAKEVIEW CENTER PLAZA ASHBURN VA 20147 DIRECT MAIL 432193 EVENT STRATEGIES INC 501 KING ST STE 315 ALEXANDRIA VA 22314 EVENT PRODUCTION 394644 CONVERT DIGITAL LLC 130 N FAYETTE ST ALEXANDRIA VA 22314 DIGITAL CONTENT CREATION & DIGITAL ADVER 343061 PB ADVISORY LLC PO BOX 320873 TAMPA FL 33679 ADVISORY SERVICES 259847 22 544034 28188955 2024815 28732989 28270 28270 1903 0 1903 1903 1903 99141 544034 1581263 -1482122 -1482122 7039 0 7039 7039 OTHER MISC REVENUE 900099 31006 31006 31006 27319085 38045 0 -1451949 X 351500 351500 1709803 1434360 46576 228867 8483596 7115197 231388 1137011 522049 437949 14221 69879 726857 609763 19800 97294 92266 47370 29652 15244 10685 10685 775254 775254 3782091 3701730 25333 55028 1990728 1299890 15298 675540 470683 171541 238631 60511 324061 87106 232797 4158 1670131 1418678 53644 197809 986003 915550 34242 36211 73663 73663 47613 32830 14783 POLLING 495000 495000 DIRECT MAILINGS 246167 246167 RESEARCH 94204 85787 8417 OTHER EXPENSES 81778 39657 41026 1095 22934132 18500760 1079471 3353901 1114386 3158956 3185598 4030532 13072 80529 197664 238269 320900 128067 255900 192833 1548332 1302136 623853 6068756 9873304 445236 465667 988664 281193 1433900 746860 X 4533814 8664954 101042 461490 4634856 9126444 6068756 9873304 4384953 59160 47475 0 X X 0 1 X 1 0 X 14891296 22980180 28732989 66604465 14891296 22980180 28732989 66604465 23449932 43154533 118 3419 28270 31807 16711 31006 47717 66683989 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 399 10286 10685 22923447 22934132 1000000 250000 0 0 603562 6966 1000000 1610528 2415792 4779 34831 10685 50295 150891 1742 250000 402633 603950 343 21366 399 22108 320900 128067 192833 192833 SECURITY DEPOSIT 308877 RIGHT-OF-USE ASSET-OPERATING LEASE 214714 OTHER ASSETS 37750 DUE TO/FROM RELATED PARTIES 62512 623853 DUE TO/FROM RELATED PARTIES 63087 SHORT TERM LEASE LIABILITY 218106 281193 X X X X X 1 CONVERT DIGITAL LLC 130 N FAYETTE ST ALEXANDRIA VA 22314 DIGITAL CONTENT CREATION, DIGITAL ADVERTISEMENT MANAGEMENT 0 0 343061 -343061 HSP DIRECT LLC 20130 LAKEVIEW CENTER PLAZA ASHBURN VA 20147 DIRECT MAIL 0 0 432193 -432193 775254 -775254 AL AK AR CA CO CT FL GA HI IL KS KY LA ME MI MN MO MS MA MD NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI GALA 643175 544034 99141 147297 818722 615244 643175 544034 99141 147297 818722 615244 1581263 -1482122 SCHEDULE G, PART I, LINE 2B, LIST OF TEN HIGHEST PAID FUNDRAISERS: (II) ACTIVITY: DIGITAL CONTENT CREATION, DIGITAL ADVERTISEMENT MANAGEMENT 1 FOUNDATION FOR GOVERNMENT ACCOUNTABILITY 15275 COLLIER BLVD 201-279 NAPLES FL 34119 452637507 501(C)(3) 250000 0 TO FURTHER THE ORGANIZATION'S MISSION NATIONAL FAITH ADVISORY BOARD 505 E MCCORMICK RD APOPKA FL 32703 932166989 501(C)(3) 100000 0 TO FURTHER THE ORGANIZATION'S MISSION 2 PART I, LINE 2: IF AFPI GIVES ANOTHER ORGANIZATION A GRANT, IT IS FOR GENERAL OPERATING COSTS FOR A C3 THAT IS IN GOOD STANDING. SINCE GRANTS ARE FOR GENERAL OPERATIONS, THERE IS NO REPORTING REQUESTED FROM THE OTHER ORGANIZATION. X X X X 0 0 0 0 0 0 0 0 0 BROOKE ROLLINS PRESIDENT & CEO 500240 0 50000 0 1800 0 0 0 8552 0 560592 0 0 0 CHAD WOLF EXECUTIVE DIRECTOR/TREASURER 351114 0 35000 0 1800 0 0 0 7374 0 395288 0 0 0 MARTIN GILLESPIE CHIEF DEVELOPMENT OFFICER 254590 0 93750 0 1800 0 0 0 9527 0 359667 0 0 0 DOUGLAS HOELSCHER CHAIR FOR THE AMERICA FIRST TRANSITI 219814 0 15400 0 1800 0 0 0 7374 0 244388 0 0 0 JOSEPH KELLOGG JR CO-CHAIR FOR THE CENTER 216800 0 19350 0 1800 0 0 0 0 0 237950 0 0 0 RICHARD LAWSON SENIOR LITIGATOR 218487 0 12500 0 1500 0 0 0 0 0 232487 0 0 0 ROBERT LAW CENTER OF HOMELAND SECURITY DIRECTOR 202294 0 15400 0 1800 0 0 0 8526 0 228020 0 0 0 STEPHEN YATES SENIOR FELLOW AND CHAIR 202890 0 14000 0 1800 0 0 0 6614 0 225304 0 0 0 HOPE HUDSON CHIEF OF STAFF 188331 0 20500 0 1800 0 0 0 5066 0 215697 0 0 0 JESSICA STEINMANN SECRETARY/GENERAL COUNSEL 164949 0 14000 0 1800 0 0 0 7988 0 188737 0 0 0 X 5853 FMV X 9 2018962 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DID NOT HAVE ANY COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE PRESIDENT, EXECUTIVE DIRECTOR AND COS OF THE ORGANIZATION IN CONSULTATION WITH ACCOUNTING AND LEGAL PROFESSIONALS AS APPROPRIATE. THEREAFTER, A PENULTIMATE DRAFT AND THEN A FINAL COPY IS CIRCULATED TO ALL OF THE MEMBERS OF THE ORGANIZATION'S GOVERNING BODY PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ASKS BOARD MEMBERS AND OFFICERS ANNUALLY TO DISCLOSE INTERESTS THAT MAY GIVE RISE TO POTENTIAL CONFLICTS OF INTEREST UNDER THE CONFLICTS OF INTEREST POLICY. IT DOES SO IN CONJUNCTION WITH ASKING FOR ARRANGEMENTS THAT MAY NEED TO BE DISCLOSED ON THE FORM 990. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD PERIODICALLY REVIEWS COMPENSATION AT COMPARABLE ORGANIZATIONS TO DETERMINE APPROPRIATE GENERAL COMPENSATION LEVELS FOR THE PRESIDENT. FOR OTHER EMPLOYEES, THE PRESIDENT REVIEWS COMPENSATION FOR SIMILAR WORK AT PEER INSTITUTIONS TO DETERMINE COMPENSATION LEVELS. THE PRESIDENT REVIEWS AND APPROVES ALL STAFF COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL MEET PUBLIC DISCLOSURE REQUIREMENTS. FINANCIAL STATEMENTS ARE PROVIDED TO CERTAIN STATES WHERE REQUIRED FOR SOLICITATION REGISTRATION PURPOSES. FORM 990, PART IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 3,613,712. MANAGEMENT AND GENERAL EXPENSES 20,224. FUNDRAISING EXPENSES 54,072. TOTAL EXPENSES 3,688,008. MERCHANT SERVICE FEES: PROGRAM SERVICE EXPENSES 82,017. MANAGEMENT AND GENERAL EXPENSES 4,914. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 86,931. PAYROLL PREPARATION FEES: PROGRAM SERVICE EXPENSES 6,001. MANAGEMENT AND GENERAL EXPENSES 195. FUNDRAISING EXPENSES 956. TOTAL EXPENSES 7,152. SCHEDULE B THE ORGANIZATION DECLINES TO PROVIDE SPECIFIC IDENTIFYING INFORMATION ON ITS DONORS ON THE GROUNDS THAT SUCH DISCLOSURE MAY CHILL THE DONORS' FIRST AMENDMENT RIGHT TO ASSOCIATE IN PRIVATE WITH THE ORGANIZATION. NAACP V. ALABAMA, 357 U.S. 449 (1958); INTERNATIONAL UNION UAW V. NATIONAL RIGHT TO WORK, 590 F. 2D 1139, 1152 (D.C. CIR. 1978). WHILE OTHER REQUIRED INFORMATION IS BEING PROVIDED ON SCHEDULE B, ACTUAL IDENTITIES HAVE BEEN PROTECTED BY ASSIGNING A NUMBER TO EACH DONOR LISTED. AMERICA FIRST WORKS INC 1777 N KENT ST ARLINGTON VA 22209 873510461 ADVOCACY DC 501(C)(4) 0 AFPI-PA 1635 ROGERS RD FORT WORTH TX 76107 933815082 ADVOCACY PA 501(C)(3) LINE 7 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 AMERICA FIRST WORKS INC N 350274 USAGE AMERICA FIRST WORKS INC O 85548 ALLOCATION OF TIME, NET AMERICA FIRST WORKS INC P 24724 USAGE AMERICA FIRST WORKS INC Q 9726 USAGE AFPI-PA Q 14673 USAGE