BARRY GOLDWATER INSTITUTE FOR PUBLIC POLICY RESEARCH Charity Report

Public IRS 990 nonprofit record

BARRY GOLDWATER INSTITUTE FOR PUBLIC POLICY RESEARCH

EIN 86-0597661 · Public & Societal Benefit (W050)

What they do

THROUGH RESEARCH, INVESTIGATIONS, STRATEGIC LITIGATION, TESTIMONY, ADVOCACY, and EDUCATION, THE GOLDWATER INSTITUTE ADVANCES PUBLIC POLICY and A RULE of LAW UNDER WHICH INDIVIDUALS CAN SHAPE THEIR OWN DESTINIES AS FREE MEN and WOMEN. WE HELP CITIZENS UNDERSTAND and ADOPT POLICIES THAT SUSTAIN and RESTORE ECONOMIC LIBERTY, EDUCATIONAL FREEDOM, PERSONAL RESPONSIBILITY, and CONSTITUTIONAL LIMITS ON GOVERNMENT POWER CONSISTENT WITH THE FOUNDING PRINCIPLES of OUR CONSTITUTIONAL REPUBLIC. WHEN GOVERNMENT OVERSTEPS ITS PROPER BOUNDS, THE GOLDWATER INSTITUTE USES PUBLIC INTEREST LITIGATION to ENFORCE INDIVIDUAL RIGHTS and CONSTRAINTS ON GOVERNMENT POWER GUARANTEED BY OUR STATE and FEDERAL CONSTITUTIONS.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $82.50 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders17 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

53.14%of revenue went to mission work82.5% of expenses · Program services

7.74%of revenue went to fundraising12.0% of expenses

$64.38spent for every $100 of revenueRevenue covered expenses this year.

3.51%of revenue went to management and office costs5.4% of expenses

$5.41in assets for every $1 spent this yearSome assets cannot be spent right away.

90.2%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $299,338 for VICTOR RICHES (PRESIDENT/CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$12,677,478

Mission workProgram services$6,736,31753.14% of revenue82.5% of expenses

ManagementOffice and general costs$444,3903.51% of revenue5.4% of expenses

FundraisingAsking for donations$981,6427.74% of revenue12.0% of expenses

Revenue left after expensesReported annual surplus$4,515,12935.62% of revenueShown in gray on the chart

Total expenses$8,162,34964.38% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 82.5% mission · 5.4% management · 12.0% fundraisingTotal expenses: 64.38% of revenue

2023Expense mix: 82.4% mission · 6.2% management · 11.5% fundraisingTotal expenses: 24.07% of revenue

2022Expense mix: 80.8% mission · 6.8% management · 12.4% fundraisingTotal expenses: 70.21% of revenue

2021Expense mix: 79.2% mission · 9.5% management · 11.3% fundraisingTotal expenses: 75.28% of revenue

2020Expense mix: 79.4% mission · 10.1% management · 10.5% fundraisingTotal expenses: 65.46% of revenue

2019Expense mix: 77.3% mission · 9.7% management · 13.0% fundraisingTotal expenses: 84.30% of revenue

2018Expense mix: 77.4% mission · 7.8% management · 14.8% fundraisingTotal expenses: 83.83% of revenue

2017Expense mix: 65.0% mission · 13.3% management · 21.7% fundraisingTotal expenses: 96.36% of revenue

Money in and money out

Revenue$12,677,478

Expenses$8,162,349

Annual surplus $4,515,129 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$6,736,317 · 82.5% of expenses

Management and office costs$444,390 · 5.4% of expenses

Fundraising$981,642 · 12.0% of expenses

See all reported dollar amounts

Revenue$12,677,478

Expenses$8,162,349

Assets$44,169,498

Income$54,343,317

Contributions$11,437,596

Mission work (program services)$6,736,317

Fundraising$981,642

Grants given$126,000

Average grant$126,000

Management and general$444,390

Executive compensation (total)$554,546

Stocks and bonds$38,614,171

Accounting fees$42,317

Investing fees$10,509

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

VICTOR RICHESPRESIDENT/CEO · 40 hrs/week $299,338Base $287,311 · Other $12,027

TIMOTHY SANDEFURVP FOR LITIGATION · 40 hrs/week $236,004Base $213,428 · Other $22,576

CHRISTINA SANDEFUREXECUTIVE VP · 40 hrs/week $229,598Base $207,136 · Other $22,462

MATTHEW BEIENBURGDIRECTOR OF EDUCATION POLICY · 40 hrs/week $195,156Base $166,987 · Other $28,169

JONATHAN RICHESVP FOR LITIGATION & GENERAL COUNSEL · 40 hrs/week $194,753Base $186,766 · Other $7,987

MICHAEL BROWNFIELDDIRECTOR OF COMMUNICATIONS · 40 hrs/week $184,030Base $163,386 · Other $20,644

CHRISTOPHER THOMASDIRECTOR OF LEGAL STRATEGY · 40 hrs/week $171,847Base $165,231 · Other $6,616

ROGER ZETAHCFO/CORP SECRETARY · 40 hrs/week $131,995Base $104,829 · Other $27,166

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (17)

VICTOR RICHESPRESIDENT/CEO

TIMOTHY SANDEFURVP FOR LITIGATION

CHRISTINA SANDEFUREXECUTIVE VP

MATTHEW BEIENBURGDIRECTOR OF EDUCATION POLICY

JONATHAN RICHESVP FOR LITIGATION & GENERAL COUNSEL

MICHAEL BROWNFIELDDIRECTOR OF COMMUNICATIONS

CHRISTOPHER THOMASDIRECTOR OF LEGAL STRATEGY

ROGER ZETAHCFO/CORP SECRETARY

JOHN COTTONDIRECTOR

TOM HATTENDIRECTOR

RANDY P KENDRICKDIRECTOR

BARRY GOLDWATER JRDIRECTOR

GROVER NORQUISTDIRECTOR

ERIC CROWNCHAIRMAN

DOUGLAS DUCEYDIRECTOR

CHRISTOPHER GLEASONVICE CHAIRMAN

CHARLES LAWRENCETREASURER

About this charity

Recognized since: January 1989
Location: 500 E CORONADO RD, PHOENIX, AZ 85004-1543
County: Maricopa
In care of: VICTOR RICHES
Primary officer: VICTOR RICHES, PRESIDENT/CEO

How to reach them

WebsiteVisit the charity’s website Emailinfo@goldwaterinstitute.org Phone(602) 462-5000

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: CBIZ ADVISORS LLC
NTEE classification: Public & Societal Benefit (W050)
IRS tax category: Research and Development in the Social Sciences and Humanities
Grant-giving organization: Yes