Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... | 650,000 | 375,150 | 70,140 | 1,267,150 | 125,600 | 2,488,040 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 650,000 | 375,150 | 70,140 | 1,267,150 | 125,600 | 2,488,040 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | 1,880,264 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 607,776 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 650,000 | 375,150 | 70,140 | 1,267,150 | 125,600 | 2,488,040 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 1,800 | 1,723 | 1,449 | 404 | 1,770 | 7,146 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 275 | 275 | ||||
| 11 | Total support Add lines 7 through 10. | 2,495,461 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513.. | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 6 | Total. Add lines 1 through 5. | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e | Discount claimed for blockage or other factors (explain in detail in Part VI): | |||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| 7 | Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions) | |||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2014 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2014 |
(iii) Distributable Amount for 2014 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2014 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2014 (reasonable cause required--see instructions) |
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| 3 Excess distributions carryover, if any, to 2014: | ||||
| a From 2009.......X | ||||
| b From 2010.......X | ||||
| c From 2011.......X | ||||
| d From 2012.......X | ||||
| e From 2013....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2014 distributable amount | ||||
|
i
Carryover from 2009 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2014 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2014 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2014, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
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|
6
Remaining underdistributions for 2014. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
||||
|
7 Excess distributions carryover to 2015. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a From 2010.......X | ||||
| b From 2011.......X | ||||
| c From 2012.......X | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| Facts And Circumstances Test |
|---|
| THE CAMPAIGN FINANCE INSTITUTE QUALIFIES AS A PUBLIC CHARITY UNDER THE "FACTS AND CIRCUMSTANCES" TEST OF 1.17A-9(F)(3) OF THE TREASURY REGULATIONS, BASED UPON THE FOLLOWING: ITS SUPPORT, REPORTED FOR 2014 AT 24.36%, THEREBY MEETS THE REQUIREMENT OF THE 1.70A-9(F)(3)(I). THE CAMPAIGN FINANCE INSTITUTE IS ORGANIZED AND OPERATED SO AS TO ATTRACT NEW AND ADDITIONAL FUNDING ON A CONTINUOUS BASIS, THEREBY MEETING THE REQUIREMENT OF 1.70A-9(F)(3)(II). THE CAMPAIGN FINANCE INSTITUTE HAS UNDERTAKEN SIGNIFICANT EFFORTS TO ATTRACT NEW AND ADDITIONAL PUBLIC SUPPORT, RECOGNIZING THE VALUE OF THE INSTITUTE'S WORK TO THE COMMUNITY. A NUMBER OF PRIVATE FOUNDATIONS HAVE PROVIDED THE INSTITUTE WITH RECENT SUPPORT, NOT ONLY TO HELP THE ORGANIZATION CONTINUE ITS WORK BUT ALSO TO BEGIN A NEW DEVELOPMENT EFFORT TO BROADEN THE INSTITUTE'S BASE OF SUPPORT. THE CAMPAIGN FINANCE INSTITUTE'S PUBLIC SUPPORT, AT 24.36% IS WELL ABOVE THE MINIMUM REQUIRED FOR THE "FACTS AND CIRCUMSTANCES" TEST, THEREBY MEETING THE REQUIREMENT OF 1.17A-9(F)(3)(III). IN MEETING THE REQUIREMENT OF 1.70A-9(F)(3)(I), THE INSTITUTE HAS RECEIVED SUPPORT FROM A REPRESENTATIVE NUMBER OF PERSONS, RATHER THAN RECEIVING ALL OR MOST OF ITS SUPPORT FROM THE MEMBERS OF A SINGLE FAMILY OR FROM A SINGLE DONOR. IN FACT, THE INSTITUTE HAS RECEIVED FINANCIAL SUPPORT FROM MANY INDIVIDUAL DONORS, IN ADDITION TO GRANTS RECEIVED FROM A NUMBER OF DIFFERENT FOUNDATIONS. THE CAMPAIGN FINANCE INSTITUTE'S CURRENT FUNDRAISING PLANS ARE TARGETED AT A BROAD BASE OF DONORS. IN THIS RESPECT, THE INSTITUTE MEETS THE REQUIREMENT OF 1.17A-9(F)(3)(III)(B). THE CAMPAIGN FINANCE INSTITUTE REMAINS A NON-PARTISAN, EDUCATIONAL 501(C) (3) ORGANIZATION THAT RESEARCHES AND DOCUMENTS CAMPAIGN FINANCE ISSUES AND EDUCATES THE PUBLIC ABOUT CAMPAIGN FINANCE POLICIES AND CHOICES. THE INSTITUTE'S ACTIVITIES INCLUDE CONDUCTING REVIEWS OF THE STATE OF CAMPAIGN FINANCE IN THE UNITED STATES AND PUBLISHING STUDIES AND REPORTS. IN THIS MANNER, THE CAMPAIGN FINANCE INSTITUTE MEETS THE REQUIREMENT OF 1.17A-9(F) (3)(III)(D). |
| Return Reference | Explanation |
|---|---|
| PART II, LINE 10 | 275 |
| PART II, LINE 17A | THE CAMPAIGN FINANCE INSTITUTE QUALIFIES AS A PUBLIC CHARITY UNDER THE "FACTS AND CIRCUMSTANCES" TEST OF 1.17A-9(F)(3) OF THE TREASURY REGULATIONS, BASED UPON THE FOLLOWING: ITS SUPPORT, REPORTED FOR 2014 AT 24.36%, THEREBY MEETS THE REQUIREMENT OF THE 1.70A-9(F)(3)(I). THE CAMPAIGN FINANCE INSTITUTE IS ORGANIZED AND OPERATED SO AS TO ATTRACT NEW AND ADDITIONAL FUNDING ON A CONTINUOUS BASIS, THEREBY MEETING THE REQUIREMENT OF 1.70A-9(F)(3)(II). THE CAMPAIGN FINANCE INSTITUTE HAS UNDERTAKEN SIGNIFICANT EFFORTS TO ATTRACT NEW AND ADDITIONAL PUBLIC SUPPORT, RECOGNIZING THE VALUE OF THE INSTITUTE'S WORK TO THE COMMUNITY. A NUMBER OF PRIVATE FOUNDATIONS HAVE PROVIDED THE INSTITUTE WITH RECENT SUPPORT, NOT ONLY TO HELP THE ORGANIZATION CONTINUE ITS WORK BUT ALSO TO BEGIN A NEW DEVELOPMENT EFFORT TO BROADEN THE INSTITUTE'S BASE OF SUPPORT. THE CAMPAIGN FINANCE INSTITUTE'S PUBLIC SUPPORT, AT 24.36% IS WELL ABOVE THE MINIMUM REQUIRED FOR THE "FACTS AND CIRCUMSTANCES" TEST, THEREBY MEETING THE REQUIREMENT OF 1.17A-9(F)(3)(III). IN MEETING THE REQUIREMENT OF 1.70A-9(F)(3)(I), THE INSTITUTE HAS RECEIVED SUPPORT FROM A REPRESENTATIVE NUMBER OF PERSONS, RATHER THAN RECEIVING ALL OR MOST OF ITS SUPPORT FROM THE MEMBERS OF A SINGLE FAMILY OR FROM A SINGLE DONOR. IN FACT, THE INSTITUTE HAS RECEIVED FINANCIAL SUPPORT FROM MANY INDIVIDUAL DONORS, IN ADDITION TO GRANTS RECEIVED FROM A NUMBER OF DIFFERENT FOUNDATIONS. THE CAMPAIGN FINANCE INSTITUTE'S CURRENT FUNDRAISING PLANS ARE TARGETED AT A BROAD BASE OF DONORS. IN THIS RESPECT, THE INSTITUTE MEETS THE REQUIREMENT OF 1.17A-9(F)(3)(III)(B). THE CAMPAIGN FINANCE INSTITUTE REMAINS A NON-PARTISAN, EDUCATIONAL 501(C) (3) ORGANIZATION THAT RESEARCHES AND DOCUMENTS CAMPAIGN FINANCE ISSUES AND EDUCATES THE PUBLIC ABOUT CAMPAIGN FINANCE POLICIES AND CHOICES. THE INSTITUTE'S ACTIVITIES INCLUDE CONDUCTING REVIEWS OF THE STATE OF CAMPAIGN FINANCE IN THE UNITED STATES AND PUBLISHING STUDIES AND REPORTS. IN THIS MANNER, THE CAMPAIGN FINANCE INSTITUTE MEETS THE REQUIREMENT OF 1.17A-9(F) (3)(III)(D). |
| PART II, LINE 17B | THE CAMPAIGN FINANCE INSTITUTE QUALIFIES AS A PUBLIC CHARITY UNDER THE "FACTS AND CIRCUMSTANCES" TEST OF 1.17A-9(F)(3) OF THE TREASURY REGULATIONS, BASED UPON THE FOLLOWING: ITS SUPPORT, REPORTED FOR 2013 AT 20.34%, THEREBY MEETS THE REQUIREMENT OF THE 1.70A-9(F)(3)(I). THE CAMPAIGN FINANCE INSTITUTE IS ORGANIZED AND OPERATED SO AS TO ATTRACT NEW AND ADDITIONAL FUNDING ON A CONTINUOUS BASIS, THEREBY MEETING THE REQUIREMENT OF 1.70A-9(F)(3)(II). THE CAMPAIGN FINANCE INSTITUTE HAS UNDERTAKEN SIGNIFICANT EFFORTS TO ATTRACT NEW AND ADDITIONAL PUBLIC SUPPORT, RECOGNIZING THE VALUE OF THE INSTITUTE'S WORK TO THE COMMUNITY. A NUMBER OF PRIVATE FOUNDATIONS HAVE PROVIDED THE INSTITUTE WITH RECENT SUPPORT, NOT ONLY TO HELP THE ORGANIZATION CONTINUE ITS WORK BUT ALSO TO BEGIN A NEW DEVELOPMENT EFFORT TO BROADEN THE INSTITUTE'S BASE OF SUPPORT. THE CAMPAIGN FINANCE INSTITUTE'S PUBLIC SUPPORT, AT 20.34% IS WELL ABOVE THE MINIMUM REQUIRED FOR THE "FACTS AND CIRCUMSTANCES" TEST, THEREBY MEETING THE REQUIREMENT OF 1.17A-9(F)(3)(III). IN MEETING THE REQUIREMENT OF 1.70A-9(F)(3)(I), THE INSTITUTE HAS RECEIVED SUPPORT FROM A REPRESENTATIVE NUMBER OF PERSONS, RATHER THAN RECEIVING ALL OR MOST OF ITS SUPPORT FROM THE MEMBERS OF A SINGLE FAMILY OR FROM A SINGLE DONOR. IN FACT, THE INSTITUTE HAS RECEIVED FINANCIAL SUPPORT FROM MANY INDIVIDUAL DONORS, IN ADDITION TO GRANTS RECEIVED FROM A NUMBER OF DIFFERENT FOUNDATIONS. THE CAMPAIGN FINANCE INSTITUTE'S CURRENT FUNDRAISING PLANS ARE TARGETED AT A BROAD BASE OF DONORS. IN THIS RESPECT, THE INSTITUTE MEETS THE REQUIREMENT OF 1.17A-9(F)(3)(III)(B). THE CAMPAIGN FINANCE INSTITUTE REMAINS A NON-PARTISAN, EDUCATIONAL 501(C) (3) ORGANIZATION THAT RESEARCHES AND DOCUMENTS CAMPAIGN FINANCE ISSUES AND EDUCATES THE PUBLIC ABOUT CAMPAIGN FINANCE POLICIES AND CHOICES. THE INSTITUTE'S ACTIVITIES INCLUDE CONDUCTING REVIEWS OF THE STATE OF CAMPAIGN FINANCE IN THE UNITED STATES AND PUBLISHING STUDIES AND REPORTS. IN THIS MANNER, THE CAMPAIGN FINANCE INSTITUTE MEETS THE REQUIREMENT OF 1.17A-9(F) (3)(III)(D). |
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Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE CAMPAIGN FINANCE INSTITUTE IS A NON-PARTISAN, EDUCATIONAL 501(C)(3) ORGANIZATION THAT RESEARCHES AND DOCUMENTS CAMPAIGN FINANCE ISSUES AND EDUCATES THE PUBLIC ABOUT CAMPAIGN FINANCE POLICIES AND CHOICES. THE INSTITUTE'S ACTIVITIES INCLUDE CONDUCTING REVIEWS OF THE STATE OF CAMPAIGN FINANCE IN THE UNITED STATES AND PUBLISHING STUDIES AND REPORTS. |
| FORM 990, PAGE 2, PART III, LINE 4A | THE INSTITUTE, SOME OF WHOM MAY CHARGE FOR THEIR PUBLICATIONS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE RETURN IS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY THE AUDIT COMMITTEE MEMBERS. THE FULL BOARD OF TRUSTEES REVIEWED AND APPROVED THE FINAL FORM 990 PRIOR TO IT BEING FILED WITH THE IRS. |
| FORM 990, PAGE 6, PART VI, LINE 12C | CFI MONITORS CONFLICTS OF INTEREST BY HAVING BOARD MEMBERS AND SENIOR STAFF FILL OUT A CONFLICT OF INTEREST DISCLOSURE FORM AT THE BEGINNING OF EACH CALENDAR YEAR. POTENTIAL CONFLICTS OF INTEREST ARE DISCLOSED BY MEMBERS AND ARE DISCUSSED BY THE FULL BOARD OF TRUSTEES AT THE NEXT MEETING FOLLOWING DISCLOSURE. THE ORGANIZATION MAINTAINS A CONFLICT OF INTEREST POLICY FOR ALL EMPLOYEES. IN COMPLYING WITH THE CONFLICT OF INTEREST POLICY, DRAFT CONTRACTS BETWEEN A MEMBER OF THE BOARD OF TRUSTEES AND CFI ARE REVIEWED BY THE FULL BOARD OF TRUSTEES PRIOR TO APPROVAL. STAFF AND THE MEMBER WITH WHOM CFI PROPOSES TO DO BUSINESS WITH ARE EXCLUDED FROM THE REVIEW AND VOTING PROCESS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | CFI HAS A TWO-MEMBER ANNUAL REVIEW AND COMPENSATION BOARD WHICH MAKES RECOMMENDATIONS TO THE EXECUTIVE DIRECTOR'S COMPENSATION FOR APPROVAL BY THE FULL BOARD. A SURVEY WAS CONDUCTED AND COMPARABLE DATA WAS USED IN DETERMINING THE EXECUTIVE OFFICER'S SALARY. DUE TO A VOLUNTARY PAY DECREASE BY THE EXECUTIVE DIRECTOR, HIS CURRENT COMPENSATION IS BELOW MARKET RATE. THE LAST COMPENSATION REVIEW TOOK PLACE ON JUNE 2014. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIAZTION REVIEWS REQUESTS BY THE PUBLIC FOR ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ON A CASE-BY-CASE BASIS. THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND ARE ALSO AVAILABLE VIA ITS WEBSITE AND THE BBB WISE GIVING ALLIANCE WEBSITE. |
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