Alabama Policy Institute
The Alabama Policy Institute (API) is a right-wing think tank that claims to be "dedicated to the preservation of free markets, limited government and strong families." It is an affiliate member of the State Policy Network (SPN). API's former president, Gary Palmer, was also the president of SPN's board of directors. API is now led by Caleb Crosby.
- 1 News and Controversies
- 2 Ties to the State Policy Network
- 3 Ties to the Franklin Center for Government and Public Integrity
- 4 Ties to the American Legislative Exchange Council
- 5 Funding
- 6 Core Financials
- 7 Personnel
- 8 Contact Information
- 9 Articles and Resources
News and Controversies
Alabama Finishes Last in Math
Following, 2019's "National Report Card" in which Alabama scored 52nd in math behind schools in the 49 other states, the Department of Defense, and Washington D.C., API began to support the Proposed Statewide Amendment One. Amendment One proposed replacing Alabama's elected State School Board with one appointed by the Governor Kay Ivey (with whom API has shared staff). API Director of Policy Phil Williams, in addition to backing an appointed School Board, advocated for expanding Alabama's voucher program in a disputed opinion piece in the "Alabama Political Reporter." In March of 2020, Amendment One was voted down.
Ties to the State Policy Network
API is an affiliate member of the State Policy Network. In the Fall of 2019, API sent six employees to the annual State Policy Network (SPN) meeting held in Colorado Springs. Chief Operating Officer Carl Jones was among the six API employees. API is in part funded by SPN. In 2018, SPN gave a $40,000 grant to API.
SPN is a web of right-wing “think tanks” and tax-exempt organizations in 50 states, Washington, D.C., Canada, and the United Kingdom. As of August 2020, SPN's membership totals 162. Today's SPN is the tip of the spear of far-right, nationally funded policy agenda in the states that undergirds extremists in the Republican Party. SPN Executive Director Tracie Sharp told the Wall Street Journal in 2017 that the revenue of the combined groups was some $80 million, but a 2019 analysis of SPN's main members IRS filings by the Center for Media and Democracy shows that the combined revenue is over $120 million. Although SPN's member organizations claim to be nonpartisan and independent, the Center for Media and Democracy's in-depth investigation, "EXPOSED: The State Policy Network -- The Powerful Right-Wing Network Helping to Hijack State Politics and Government," reveals that SPN and its member think tanks are major drivers of the right-wing, American Legislative Exchange Council (ALEC)-backed corporate agenda in state houses nationwide, with deep ties to the Koch brothers and the national right-wing network of funders.
In response to CMD's report, SPN Executive Director Tracie Sharp told national and statehouse reporters that SPN affiliates are "fiercely independent." Later the same week, however, The New Yorker's Jane Mayer caught Sharp in a contradiction. In her article, "Is IKEA the New Model for the Conservative Movement?," the Pulitzer-nominated reporter revealed that, in a recent meeting behind closed doors with the heads of SPN affiliates around the country, Sharp "compared the organization’s model to that of the giant global chain IKEA." She reportedly said that SPN "would provide 'the raw materials,' along with the 'services' needed to assemble the products. Rather than acting like passive customers who buy finished products, she wanted each state group to show the enterprise and creativity needed to assemble the parts in their home states. 'Pick what you need,' she said, 'and customize it for what works best for you.'" Not only that, but Sharp "also acknowledged privately to the members that the organization's often anonymous donors frequently shape the agenda. 'The grants are driven by donor intent,' she told the gathered think-tank heads. She added that, often, 'the donors have a very specific idea of what they want to happen.'"
A set of coordinated fundraising proposals obtained and released by The Guardian in early December 2013 confirm many of these SPN members' intent to change state laws and policies, referring to "advancing model legislation" and "candidate briefings." These activities "arguably cross the line into lobbying," The Guardian notes.
Ties to the Franklin Center for Government and Public Integrity
The Alabama Policy Institute has hosted writers from the ALEC-connected Franklin Center for Government and Public Integrity, which screens potential reporters on their “free market” views as part of the job application process. The Franklin Center funds reporters in over 40 states. Despite their non-partisan description, many of the websites funded by the Franklin Center have received criticism for their conservative bias. On its website, the Franklin Center claims it "provides 10 percent of all daily reporting from state capitals nationwide."
Franklin Center Funding
Franklin Center Director of Communications Michael Moroney told the Center for Public Integrity (CPI) in 2013 that the source of the Franklin Center's funding "is 100 percent anonymous." But 95 percent of its 2011 funding came from DonorsTrust, a spin-off of the Philanthropy Roundtable that functions as a large "donor-advised fund," cloaking the identity of donors to right-wing causes across the country (CPI did a review of Franklin's Internal Revenue Service records). Mother Jones called DonorsTrust "the dark-money ATM of the conservative movement" in a February 2013 article. Franklin received DonorTrust's second-largest donation in 2011.
The Franklin Center was launched by the Chicago-based Sam Adams Alliance (SAM), a 501(c)(3) devoted to pushing free-market ideals. SAM gets funding from the State Policy Network, which is partially funded by The Claude R. Lambe Foundation. Charles Koch, one of the billionaire brothers who co-own Koch Industries, sits on the board of this foundation. SAM also receives funding from the Rodney Fund.
According to API’s 2011 IRS Form 990, the group spent $17,344 to employ an "investigative journalist."
Ties to the American Legislative Exchange Council
The API also has ties to ALEC through its membership in the State Policy Network (SPN), which itself is an ALEC member. API's president, Gary Palmer, is a founding director of SPN. He has been on the SPN board of directors for six years, the final two as president.
SPN's predecessor, the Madison Group, was "launched by the American Legislative Exchange Council or ALEC . . . and housed in the Chicago-based Heartland Institute," according to a 1991 report by the National Committee for Responsive Philanthropy (NCRP) found in the University of California-San Francisco's Legacy Tobacco Documents.
The case is strengthened by an October 1987 ALEC directory also available via the Tobacco Documents that says, "The Madison Group is chaired by Mrs. Constance Heckman [now Constance Campanella, founder of the lobbying firm Stateside Associates], Executive Director of ALEC . . ." A speakers list also available in the Tobacco Documents says in Constance Campanella's biography, "She was a co-founder and first President of The Madison Group, the first network of free-market state think tanks."
SPN has been a member of the American Legislative Exchange Council (ALEC) for many years. In the mid-2000s, SPN secured funding for more of its member think tanks to join ALEC in order to help develop model legislation. By 2009, 22 SPN member think tanks were active ALEC members and participants in ALEC task forces, according to an SPN newsletter, and SPN was being rewarded for its services by ALEC. As of 2013, at least 35 SPN member think tanks have demonstrable ties to ALEC in addition to SPN's own ties, and all of SPN's member think tanks push ALEC's agenda in their respective states, according to a review by the Center for Media and Democracy (CMD).
See SPN Ties to ALEC for more.
ALEC is a corporate bill mill. It is not just a lobby or a front group; it is much more powerful than that. Through ALEC, corporations hand state legislators their wishlists to benefit their bottom line. Corporations fund almost all of ALEC's operations. They pay for a seat on ALEC task forces where corporate lobbyists and special interest reps vote with elected officials to approve “model” bills. Learn more at the Center for Media and Democracy's ALECexposed.org, and check out breaking news on our PRWatch.org site.
The Alabama Policy Institute is not required to disclose its funders. Its major foundation funders, however, can be found through a search of IRS filings. Here are the know funders of API:
- ALFA Foundation: $15,000 (2016)
- Atlas Economic Research Foundation: $10,000 (2016)
- Bradley Foundation: $10,000 (2004)
- Central Alabama Community Foundation Inc: $40,000 (2016)
- Charles Koch Foundation: $14,000 (2012)
- Community Foundation of Birmingham: $7,500 (2015)
- Community Foundation of Greater Huntsville: $7,500 (2017)
- Community Foundation of Northeast Alabama: $67,500 (2014-2017)
- Community Foundation of South Alabama: $10,000 (2015)
- DonorsTrust: $9,400 (2017)
- Dr. E. Grace Pilot Foundation: $55,000 (2015-2016)
- Fidelity Investments Charitable Gift Fund: $20,000 (2017)
- Friedman Foundation for Educational Choice: $45,000 (2014-2015)
- George and Laura Flowers Foundation: $4,000 (2016-2017)
- H. Evan Zeiger Jr. and Margaret Shook Zeiger Charitable Foundation: $24,000 (2010-2017)
- The Herbert A. Meisler Charitable Foundation: $5,000 (2016)
- Jaquelin Hume Foundation: $150,000 (2001-2011)
- National Christian Charitable Foundation: $900,563 (2012-2017)
- Pete M. Hanna Charitable Foundation: $1,000 (2016)
- RJJB Family Foundation: $53,000 (2012-2018)
- Roe Foundation: $119,000 (2000-2012)
- Schwab Charitable Fund: $36,350 (2014-2017)
- Sexton Family Charitable Foundation: $32,500 (2010-2018)
- State Policy Network: $115,000 (2012-2018)
- Turner Foundation: $1,500 (2018)
- Williams Charitable Foundation: $46,900 (2013-2018)
- Total Revenue: $931,674
- Total Expenses: $907,242
- Net Assets: $265,184
- Total Revenue: $947,579
- Total Expenses: $1,107,006
- Net Assets: $240,752
- Total Revenue: $1,076,626
- Total Expenses: $1,190,677
- Net Assets: $400,179
- Total Revenue: $1,023,656
- Total Expenses: $1,017,943
- Net Assets: $514,230
- Total Revenue: $1,091,626
- Total Expenses: $1,052,028
- Net Assets: $508,517
- Total Revenue: $1,284,061
- Total Expenses: $1,312,496
- Net Assets: $468,919
- Total Revenue: $1,166,931
- Total Expenses: $1,176,074
- Net Assets: $497,354
- Total Revenue: $1,148,661
- Total Expenses: $1,219,046
- Net Assets: $509,497
- Total Revenue: $1,100,517.00
- Total Expenses: $1,110,437.00
- Net Assets: $576,881.00
- Total Revenue: $1,106,954.00
- Total Expenses: $1,112,979.00
- Net Assets: $586,801.00
As of September 2019:
- Caleb Crosby, President and CEO
- Nikki Richardson, Executive Vice President
- Carl Jones, COO
- Phil Williams, Director of Policy Strategy and General Counsel (Former State Senator)
- Josh Pendergrass, Chief Communications Officer (Former Communications Director for Governor Kay Ivey)
- Drayton Nabers, Distinguished Fellow
- Adam J. MacLeod, Professorial Fellow
- Dana Hall McCain, Visiting Fellow
- Matthew Stokes, Resident Fellow
- Bobby Jordan, Senior Fellow
- Justin Bogie, Senior Director of Fiscal Policy
- Parker Snider, Director of Policy Analysis
- Meredith Stanley, Office Administrator
- J. Pepper Bryars, Senior Fellow
- Rachel Blackmon Bryans, Senior Fellow
- Katie Gannon, Donors Relation Manager
- Gary Palmer, President
- Michael Ciamarra, Vice President
- Ray Hartwell, Senior Fellow
- Andrew Kinnaird, Policy Analyst
- JoAnne Lindley, Director, Special Events and Donor Relations
- Elizabeth BeShears, Policy Analyst and Grant Coordinator
- Cameron Smith, Policy Director and General Counsel
- Carol Walden, Publication Manager
- Katherine Robertson, Vice President
- Taylor Dawson, Director of Institutional Advancement
- Andrew Yerbey, Senior Policy Counsel
- Caitlin Williams, Roy and Sue Nichols Fellow
- Charleigh Cagle, Development Manager
- Katie Tooker, Executive Assistant
- Dr. John Hill, Senior Research Analyst
- Richard Garrett, Senior Fellow
- Sherri Bartels, Accountant
- Will Fagan, Development Officer
Board of Trustees
API no longer lists its board of trustees online, but API listed the following either on an archived version of its website, or its 2018 990 forms:
- Tom and Mary Anne Bradford, Executive Committee Member
- Greg and Dee Brown
- Michael and Kay Brown
- Todd and Karen Carlisle
- John and Julie Collier, Secretary
- Bob and Mary Ann Couch, Executive Committee Member
- Bruce and Ida Dundar
- Rev. Aaron and Chris Fleming
- Richard and Judy Garrett
- Rob and Shawn Grubb
- Don and Betty Harrison, Treasurer
- Don and Janice Hendry, Executive Committee Member
- Hugh and Jan Jacks
- Neil and Helen Kennedy, Executive Committee Member
- Mike and Larke Lanier
- Chad and Angie Mathis
- Brant and Sallie McDuffie
- Alastair and Lisa Ann Muir-Taylor
- John S. and May Moss Parker, Executive Committee Member
- Randy and Daina Pittman
- Nikki Richardson, Executive Vice President
- Rod and Linda Steakley, Executive Committee Member
- Scott and Kellie Stewart
- Richard and Leah Simpson, Chairman
- Jim and Darcy Terry
- Bob and Beth Walker
- Lex and Mary Williamson
- Bryan and Holly Word, Executive Committee Member
- Al and Nancy Worthington
- Garry Ard
- Gene Brabston
- Lee Robinson
Former Board Members
- Barganier, Dr. Paul and Karen
- Hornsby, John and Virginia
- Newton, Dr. Allen and Brenda
- Palmer, Gary and Ann – API President
- Pursley, Dr. Mike and Dr. Holly
- Reid, Dr. Calvin and Yvonne
- Mac and Jackie McInnis
- Charlie and Susan Stephens
- Charlie and Lila Bailey
- Caleb and Destin Crosby, API President
- Bo and Tammy Cross
- Chuck and Kim Jett
- Steve and Diane McKinney, Executive Committee Member
- Bill and Lana McNair, Executive Committee Member
- Roy and Sue Nichols
- Ronnie and Nancy Norris
- Ralph and Lynn Parrish
- Donny and Katharine Patton
- Mark and Missi Wesson
Alabama Policy Institute
2213 Morris Avenue, First Floor
Birmingham, AL 35203
Phone: (205) 870-9900
Fax: (205) 449-9990
Articles and Resources
IRS Form 990 Filings
- John Earl, "Alabama Policy Institute mirrors ALEC, Tuscaloosa News letter to the editor, December 24, 2013.
- Alabama Policy Institute, "About API", organizational website, accessed June 2013.
- Alabama Policy Institute, "Gary Palmer", organizational website, accessed June, 28, 2013
- API our staff organizational website, accessed Sept, 28 2019
- API  "Organizational Pamphlet" accessed: July 13, 2020
- David Armiak Koch Network Dominates "Exposed", October 31, 2019
- State Policy Network 2018 990 "State Policy Network" June 27, 2019
- David Armiak, https://www.exposedbycmd.org/2019/11/13/revenue-state-policy-network-state-affiliates-tops-120-million/ Revenue for State Policy Network and State Affiliates Tops $120 Million], ExposedbyCMD, November 13, 2019.
- Rebekah Wilce, Center for Media and Democracy, EXPOSED: The State Policy Network -- The Powerful Right-Wing Network Helping to Hijack State Politics and Government, organizational report, November 13, 2013.
- Jane Mayer, Is IKEA the New Model for the Conservative Movement?, The New Yorker, November 15, 2013.
- Ed Pilkington and Suzanne Goldenberg, State conservative groups plan US-wide assault on education, health and tax, The Guardian, December 5, 2013.
- Franklin Center, Franklin Affiliates in Your State, organizational website, accessed October 2012.
- The Franklin Center for Government and Public Integrity, Think tank Journalism: The Future of Investigative Journalism, organizational website, accessed August 19, 2011.
- Rebekah Metzler, "Watchdog" website puts a new spin on politics, The Portland Press Herald, October 2, 2010.
- Allison Kilkenny, The Koch Spider Web, Truthout, accessed August 19, 2011.
- Sara Jerving, Franklin Center: Right-Wing Funds State News Source, PRWatch.org, October 27, 2011.
- Paul Abowd, Center for Public Integrity, Donors use charity to push free-market policies in states, organizational report, February 14, 2013.
- Andy Kroll, Exposed: The Dark-Money ATM of the Conservative Movement, Mother Jones, February 5, 2013.
- Daniel Bice, Franklin Center boss wants apology from Democratic staffer, Milwaukee Journal Sentinel, August 8, 2011.
- The Bradley Foundation. The Bradley Foundation. Organizational website. Accessed August 19, 2011.
- Sam Adams Alliance. Sam Adams Alliance Media Kit. Organizational PDF. Accessed August 19, 2011.
- Media Matters Action Network. Sam Adams Alliance. Conservative Transparency. Accessed August 19, 2011.
- Media Matters Action Network. State Policy Network. Conservative Transparency. Accessed August 19, 2011.
- Media Matters Action Network. Claude R. Lambe Charitable Foundation. Conservative Transparency. Accessed August 19, 2011.
- Bill Britt, "State Think Tank Promotes Nonprofit Investigative Journalism", Alabama Political Reporter, May 27, 2013.
- State Policy Network, Michael Ciamarra, organizational blog biography, accessed October 2012.
- National Committee for Responsive Philanthropy, Special Report: Burgeoning Conservative Think Tanks, organizational report, Spring 1991, p. 2.
- Rebekah Wilce, Did ALEC Found SPN? 1991 Report Suggests So, Exposes SPN Agenda, PRWatch, December 12, 2013.
- American Legislative Exchange Council, ALEC Personnel Directory, The State Factor, October 1987, p. 3.
- Speakers List, document available in the University of California-San Francisco's Legacy Tobacco Documents, accessed December 2013.
- State Policy Network, SPN & Alec: A Model Relationship, SPN News, organizational newsletter, July/August 2009, p. 4.
- Alabama Policy Institute, 990 Form, organizational IRS filing, accessed: July 10, 2020
- Alabama Policy Institute, 2017 990, organizational IRS filing, accessed: July 10, 2020
- Alabama Policy Institute, 2016 Form 990, organizational annual IRS filing, April 28 2018
- Alabama Policy Institute, 2015 Form 990, organizational annual IRS filing, May 15 2017
- Alabama Policy Institute, 2014 Form 990, organizational annual IRS filing, March 1, 2016.
- Alabama Policy Institute, 2013 Form 990, organizational annual IRS filing, January 13, 2015.
- Alabama Policy Institute, 2012 Form 990, organizational annual IRS filing, January 30, 2014.
- Alabama Policy Institute, 2011 Form 990, organizational annual IRS filing, February 21, 2013.
- Alabama Policy Institute, IRS form 990, 2010. GuideStar.
- Alabama Policy Institute, IRS form 990, 2009. GuideStar.
- Mike Carson, API Hires Former Communications Director "Alabama.com", September 16, 2019
- Alabama Policy Institute, Board of Trustees, organizational tax filing, 2019