PETER G PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PETER G PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS (EIN 52-1226967)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-04-29
- IRS object ID
- 202541199349301004
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-29T08:46:19-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 881478669 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L STREET NW 850 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521226967 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER G PETERSON INSTITUTE FOR | BusinessNameLine1Txt |
| Business Name Line2 | INTERNATIONAL ECONOMICS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PETE | BusinessNameControlTxt |
| Phone | 2023289000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1750 MASSACHUSETTS AVE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200361903 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ADAM POSEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2023289000 | PhoneNum |
| Signature | 2025-04-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK SMITH | PreparerPersonNm |
| PTIN | P00639053 | PTIN |
| Phone | 2022274000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ADAM POSEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1750 MASSACHUSETTS AVE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200361903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $27,307,169 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PIIE.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1981 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | SUPPORT RIGOROUS, INTELLECTUALLY OPEN, HONEST STUDY AND DISCUSSION OF INT'L ECONOMIC POLICY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 44 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 44 | VotingMembersIndependentCnt |
| Total Employee | 55 | TotalEmployeeCnt |
| Total Volunteers | 47 | TotalVolunteersCnt |
| Total Gross UBI | $314,111 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $208,450 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,878,083 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,751,473 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,954,003 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,043,937 | CYInvestmentIncomeAmt |
| PY Other Revenue | $36,191 | PYOtherRevenueAmt |
| CY Other Revenue | $19,201 | CYOtherRevenueAmt |
| PY Total Revenue | $10,868,277 | PYTotalRevenueAmt |
| CY Total Revenue | $14,814,611 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,666,373 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,661,915 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $78,285 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $86,550 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $871,895 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,168,295 | PYOtherExpensesAmt |
| CY Other Expenses | $5,766,837 | CYOtherExpensesAmt |
| PY Total Expenses | $13,912,953 | PYTotalExpensesAmt |
| CY Total Expenses | $16,515,302 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,044,676 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,700,691 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $95,398,380 | TotalAssetsBOYAmt |
| Total Assets EOY | $99,278,677 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,356,295 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,246,016 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $93,042,085 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $96,032,661 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS (PIIE) IS AN INDEPENDENT NONPROFIT, NONPARTISAN RESEARCH ORGANIZATION DEDICATED TO STRENGTHENING PROSPERITY AND HUMAN WELFARE IN THE GLOBAL ECONOMY THROUGH EXPERT ANALYSIS AND PRACTICAL POLICY SOLUTIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,297,499 | ExpenseAmt |
| Desc | RESEARCH: THE INSTITUTE'S RESEARCH TEAM PROVIDED OBJECTIVE ANALYSIS AND PRACTICAL PUBLIC POLICY RECOMMENDATIONS ON TOPICS INCLUDING INTERNATIONAL TRADE, INVESTMENTS, FINANCE AND TAX POLICY; MACROECONOMICS; GLOBALIZATION AND HUMAN WELFARE; CLIMATE CHANGE; CYBERSECURITY; ECONOMIC SANCTIONS; ECONOMIC NATIONALISM; GLOBAL SUPPLY CHAINS; MONETARY AND FISCAL POLICY; CRITICAL MINERALS; THE ECONOMIC RAMIFICATIONS OF INTERNATIONAL CONFLICTS; THE ECONOMIC IMPLICATIONS OF TECHNOLOGICAL ADVANCES, ESPECIALLY IN ARTIFICIAL INTELLIGENCE; AND ECONOMIC ISSUES IN THE UNITED STATES SPECIFICALLY RELATED TO CHINA, EUROPEAN UNION, INDIA, JAPAN, KOREA, LATIN AMERICA, THE MIDDLE EAST NORTH AFRICA (MENA), RUSSIA, THE UNITED KINGDOM, AND THE UNITED STATES-MEXICO-CANADA TRADING BLOC. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,527,451 | ExpenseAmt |
| Desc | OUTREACH: THE INSTITUTE HOSTED NUMEROUS PUBLIC EVENTS, IN-PERSON AND ONLINE, IN WASHINGTON, D.C. AND AROUND THE WORLD, TO SHARE OUR RESEARCH AND INVITE DISCUSSION. WE HOLD THESE SESSIONS TO INFORM A BROAD RANGE OF INTERESTED PARTIES AND ENCOURAGE VIGOROUS DEBATE AND EXCHANGE OF DIFFERENT POINTS OF VIEWS TO ENRICH THE BROADER POPULATION'S UNDERSTANDING OF COMPLEX ISSUES. PARTICIPANTS INCLUDED PIIE SCHOLARS AND OUTSIDE EXPERTS FROM ACADEMIA, THINK TANKS, EMBASSIES, GOVERNMENT, AND ORGANIZATIONS INCLUDING THE INTERNATIONAL MONETARY FUND, THE WORLD BANK, THE WORLD TRADE ORGANIZATION, THE BANK FOR INTERNATIONAL SETTLEMENTS, THE COUNCIL ON FOREIGN RELATIONS, AND THE WORLD ECONOMIC FORUM. THE AUDIENCE FOR THESE EVENTS CAME, SIMILARLY, FROM ACADEMIA, BUSINESS, GOVERNMENT, INTERNATIONAL ORGANIZATIONS, AND THE MEDIA. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,127,676 | ExpenseAmt |
| Revenue | $11,638 | RevenueAmt |
| Desc | PUBLICATIONS: TO SHARE THE INSTITUTE'S RESEARCH WITH THE WIDEST POSSIBLE AUDIENCE, PIIE PUBLISHED OUR WORK ON OUR WEBSITE IN VARIOUS FORMATS, INCLUDING RESEARCH PAPERS, CHARTS, BLOGPOSTS, PODCASTS, AND VIDEO INTERVIEWS, ALL AVAILABLE TO THE PUBLIC. WE DISTRIBUTED THE WORK FURTHER THROUGH OUR WEEKLY EMAIL NEWSLETTER AND ON SOCIAL MEDIA. WE RECORDED MILLIONS OF PIIE.COM WEB VIEWS AND MORE THAN 100,000 FOLLOWERS OF OUR VARIOUS SOCIAL MEDIA ACCOUNTS. INSTITUTE SCHOLARS ALSO WROTE OPINION ARTICLES FOR OUTSIDE PUBLICATIONS, GAVE SPEECHES TO VARIOUS GATHERINGS, AND PROVIDED EXPERT TESTIMONY AT THE INVITATION OF US AND OTHER GOVERNMENT OFFICES. PIIE EXPERTS GAVE NUMEROUS INTERVIEWS TO JOURNALISTS AND WERE CITED BY MAJOR US AND INTERNATIONAL MEDIA, AS WELL AS BY REGIONAL AND LOCAL AMERICAN NEWS OUTLETS. OUR SCHOLARS SHARED THEIR FINDINGS WITH THE PUBLIC VIA TELEVISION, RADIO, ONLINE, TELEPHONE, EMAIL, IN PRINT, AND VIA NEWSWIRE SERVICES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $754,624 | ExpenseAmt |
| Desc | COMMUNICATIONS - THE INSTITUTE CREATES AUDIOVISUAL MATERIALS, INTERACTIVE GRAPHICS, EMAIL NEWSLETTERS, EDUCATIONAL MATERIALS, AND SOCIAL MEDIA CONTENT TO DEEPEN THE PUBLIC'S AND POLICYMAKERS' UNDERSTANDING OF THE INTERNATIONAL ECONOMIC ISSUES DISCUSSED. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $754,624 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $11,707,250 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 50 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 55 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 44 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 44 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GIFA MAHIFERE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2023289000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1750 MASSACHUSETTS AVE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200361903 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (56 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| MR MICHAEL A PETERSON | ||||||||
| CHAIR OF THE BOARD | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| HONORABLE LAWRENCE H SUMMERS | ||||||||
| VICE CHAIR OF THE BOARD | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MR STEPHEN FREIDHEIM | ||||||||
| CHAIR OF EXEC. COMM. | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MS CAROLINE ATKINSON | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| C FRED BERGSTEN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR MARK T BERTOLINI | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MS NEETI BHALLA JOHNSON | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR FRANK BROSENS | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR MARK CARNEY | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR JASON CUMMINS | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LADY LYNN DE ROTHSCHILD | ||||||||
| BOARD MEMBER - UNTIL 04/24 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR BARRY EICHENGREEN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR ROGER W FERGUSON JR | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR PETER FISHER | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR JACOB A FRENKEL | ||||||||
| BOARD MEMBER - UNTIL 10/23 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MS ESTHER L GEORGE | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR EVAN G GREENBERG | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR MAURICE HANK R GREENBERG | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MS KELLY GRIER | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR HERBJORN HANSSON | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR J TOMILSON HILL | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR STEPHEN R HOWE JR | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR JAY JACOBS | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MS MERIT E JANOW | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR HUGH JOHNSTON | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR MICHAEL KLEIN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR RAMON L LAGUARTA | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR CHARLES LAKE II | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR DAVID M LEUSCHEN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MS BARBARA G NOVICK | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR TETSUO TED OGAWA | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MS HUTHAM OLAYAN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR PETER ORSZAG | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR JAMES W OWENS | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR JONATHAN PRUZAN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MS PAULA R REYNOLDS | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MS VIRGINIA M ROMETTY | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR RICHARD E SALOMON | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR DILHAN PILLAY SANDRASEGARA | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR MOSTAFA TERRAB | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR MARK TUCKER | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MS LAURA D TYSON | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR JIM UMPLEBY | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR RONALD A WILLIAMS | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MR MIN ZHU | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HONORABLE ROBERT B ZOELLICK | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ADAM S POSEN | ||||||||
| PRESIDENT | 40.00 | $529,286 | $0 | $53,160 | Yes (X) | |||
| JESSE M NOLAND | ||||||||
| EXEC. VP & DIRECTOR OF STUDIES | 40.00 | $480,003 | $0 | $51,443 | Yes (X) | |||
| JEFFREY A CORDEAU | ||||||||
| VP FOR OPERATIONS & CTO | 40.00 | $224,610 | $0 | $48,551 | Yes (X) | |||
| DAVID J O'BRIEN | ||||||||
| VP FOR DEVELOPMENT & EXTERNAL AFFAIRS | 40.00 | $273,592 | $0 | $26,667 | Yes (X) | |||
| STEVEN R WEISMAN | ||||||||
| VP OF PUBLICATIONS & COMM. | 40.00 | $245,644 | $0 | $26,025 | Yes (X) | |||
| CHAD BOWN | ||||||||
| SENIOR FELLOW | 40.00 | $368,365 | $0 | $66,061 | Yes (X) | |||
| MARY LOVELY | ||||||||
| SENIOR FELLOW | 40.00 | $320,463 | $0 | $42,621 | Yes (X) | |||
| JEFFREY J SCHOTT | ||||||||
| SENIOR FELLOW | 40.00 | $294,742 | $0 | $51,714 | Yes (X) | |||
| OLIVIER BLANCHARD | ||||||||
| SENIOR FELLOW | 40.00 | $300,327 | $0 | $27,535 | Yes (X) | |||
| MONICA BAUMGARTEN DEBOLLE | ||||||||
| SENIOR FELLOW | 40.00 | $290,129 | $0 | $29,199 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,327,161 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $422,976 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|
| JFK CONSULT LC | |||||||||
| CHEMIN DU VELLEMOLEN 4 | WOLUWESAINTLAMBERT | BE | 1200 | CONTRACT RESEARCH | $171,314 | ||||
| P&R ENTERPRISES INC | |||||||||
| CONTRACT SERVICES | $152,622 | 5681 COLUMBIA PIKE | FALLS CHURCH | VA | 22041 | ||||
| REFINITIV US LLC | |||||||||
| SUBSCRIPTION | $124,320 | PO BOX 415983 | BOSTON | MA | 02241 | ||||
| ADVANCED BUILDING SERVICES INC | |||||||||
| CONTRACT SERVICES | $118,352 | 23475 ROCK HAVEN WAY | STERLING | VA | 20166 | ||||
| FORUM ONE | |||||||||
| ADVERTISING | $112,665 | 6140 S GUN ROAD K6-153 | AURORA | CO | 80016 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $11,751,473 | AllOtherContributionsAmt |
| Total Contributions | $11,751,473 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,561,488 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $314,111 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,247,377 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,975,007 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,492,558 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,482,449 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,482,449 | TotalRevenueColumnAmt |
| Exclusion | $1,482,449 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $11,638 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,638 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,638 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $7,563 | TotalRevenueColumnAmt |
| Exclusion | $7,563 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $7,563 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,814,611 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,638 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $314,111 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,737,389 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,978,420 | TotalAmt |
| Program Services | $1,318,523 | ProgramServicesAmt |
| Management And General | $418,107 | ManagementAndGeneralAmt |
| Fundraising | $241,790 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,414,069 | TotalAmt |
| Program Services | $4,996,955 | ProgramServicesAmt |
| Management And General | $1,076,804 | ManagementAndGeneralAmt |
| Fundraising | $340,310 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $870,424 | TotalAmt |
| Program Services | $645,896 | ProgramServicesAmt |
| Management And General | $178,195 | ManagementAndGeneralAmt |
| Fundraising | $46,333 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $879,112 | TotalAmt |
| Program Services | $422,840 | ProgramServicesAmt |
| Management And General | $410,196 | ManagementAndGeneralAmt |
| Fundraising | $46,076 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $519,890 | TotalAmt |
| Program Services | $392,737 | ProgramServicesAmt |
| Management And General | $90,408 | ManagementAndGeneralAmt |
| Fundraising | $36,745 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,967 | TotalAmt |
| Program Services | $2,140 | ProgramServicesAmt |
| Management And General | $79,827 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,993 | TotalAmt |
| Management And General | $180,993 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,550 | TotalAmt |
| Fundraising | $86,550 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $519,503 | TotalAmt |
| Management And General | $519,503 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $648,652 | TotalAmt |
| Program Services | $146,645 | ProgramServicesAmt |
| Management And General | $475,112 | ManagementAndGeneralAmt |
| Fundraising | $26,895 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,971 | TotalAmt |
| Program Services | $60,151 | ProgramServicesAmt |
| Management And General | $1,820 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,814 | TotalAmt |
| Program Services | $99,381 | ProgramServicesAmt |
| Management And General | $58,433 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,822 | TotalAmt |
| Program Services | $181,191 | ProgramServicesAmt |
| Management And General | $16,576 | ManagementAndGeneralAmt |
| Fundraising | $1,055 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $804,899 | TotalAmt |
| Program Services | $689,893 | ProgramServicesAmt |
| Management And General | $108,566 | ManagementAndGeneralAmt |
| Fundraising | $6,440 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $605,040 | TotalAmt |
| Program Services | $517,884 | ProgramServicesAmt |
| Management And General | $65,479 | ManagementAndGeneralAmt |
| Fundraising | $21,677 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $321,535 | TotalAmt |
| Program Services | $271,733 | ProgramServicesAmt |
| Management And General | $45,194 | ManagementAndGeneralAmt |
| Fundraising | $4,608 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $484,740 | TotalAmt |
| Program Services | $432,369 | ProgramServicesAmt |
| Management And General | $49,095 | ManagementAndGeneralAmt |
| Fundraising | $3,276 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,327 | TotalAmt |
| Program Services | $83,057 | ProgramServicesAmt |
| Management And General | $8,645 | ManagementAndGeneralAmt |
| Fundraising | $625 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONTRACT RESEARCH | $1,090,939 | $1,090,939 | ||
| SUBSCR. & LIBRARY EXP. | $320,370 | $212,403 | $107,967 | |
| BAD DEBT EXPENSE | $175,000 | $127,752 | $37,733 | $9,515 |
| DUES & SUBSCRIPTIONS | $22,265 | $14,761 | $7,504 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,515,302 | TotalAmt |
| Program Services | $11,707,250 | ProgramServicesAmt |
| Management And General | $3,936,157 | ManagementAndGeneralAmt |
| Fundraising | $871,895 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,301,532 | BOYAmt |
| EOY | $4,817,620 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,842,385 | BOYAmt |
| EOY | $10,253,906 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,082,000 | BOYAmt |
| EOY | $2,675,026 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,972 | BOYAmt |
| EOY | $149,492 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,793 | BOYAmt |
| EOY | $13,793 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,519 | BOYAmt |
| EOY | $85,709 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $19,220,938 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,220,580 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,349,264 | BOYAmt |
| EOY | $9,000,358 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,812,573 | BOYAmt |
| EOY | $6,610,702 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,455,737 | BOYAmt |
| EOY | $63,255,466 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,416,605 | BOYAmt |
| EOY | $2,416,605 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,398,380 | BOYAmt |
| EOY | $99,278,677 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,473,707 | BOYAmt |
| EOY | $1,813,044 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $882,588 | BOYAmt |
| EOY | $1,432,972 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,356,295 | BOYAmt |
| EOY | $3,246,016 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,171,307 | BOYAmt |
| EOY | $32,659,398 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,870,778 | BOYAmt |
| EOY | $63,373,263 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,042,085 | BOYAmt |
| EOY | $96,032,661 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,398,380 | BOYAmt |
| EOY | $99,278,677 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,700,691 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,756,267 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$65,000 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,830,973 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,105,153 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,874,587 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,878,083 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,751,473 | CurrentTaxYearAmt |
| Total | $52,440,269 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,830,973 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,105,153 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,874,587 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,878,083 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,751,473 | CurrentTaxYearAmt |
| Total | $52,440,269 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $12,793,135 | SubstantialContributorsTotAmt |
| Public Support Total170 | $39,647,134 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $799,377 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,334,533 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $306,217 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,841,552 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,247,377 | CurrentTaxYearAmt |
| Total | $6,529,056 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $83,982 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,618 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $228,608 | CurrentTaxYearAmt |
| Total | $347,208 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $148 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,844 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,563 | CurrentTaxYearAmt |
| Total | $14,555 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $59,331,088 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $110,588 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.66820 | PublicSupportCY170Pct |
| Public Support PY170 | 0.59220 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 148. 2022 AMOUNT: $ 6,844. 2023 AMOUNT: $ 7,563. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $58,226,219 | BeginningYearBalanceAmt |
| Contributions | $3,000,000 | ContributionsAmt |
| Investment Earnings Or Losses | $5,259,452 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,800,900 | OtherExpendituresAmt |
| End Year Balance | $63,684,771 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $55,652,121 | BeginningYearBalanceAmt |
| Contributions | $1,000,000 | ContributionsAmt |
| Investment Earnings Or Losses | $4,039,805 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,465,707 | OtherExpendituresAmt |
| End Year Balance | $58,226,219 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $60,760,449 | BeginningYearBalanceAmt |
| Contributions | $2,500,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,352,627 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,255,701 | OtherExpendituresAmt |
| End Year Balance | $55,652,121 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,258,901 | BeginningYearBalanceAmt |
| Contributions | $200 | ContributionsAmt |
| Investment Earnings Or Losses | $12,401,340 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,899,992 | OtherExpendituresAmt |
| End Year Balance | $60,760,449 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $42,558,394 | BeginningYearBalanceAmt |
| Contributions | $7,990,953 | ContributionsAmt |
| Investment Earnings Or Losses | $1,378,415 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,668,861 | OtherExpendituresAmt |
| End Year Balance | $50,258,901 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.05900 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.73889 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.20211 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,830,800 | OtherCostOrOtherBasisAmt |
| Book Value | $2,830,800 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,257,723 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,179,796 | DepreciationAmt |
| Book Value | $6,077,927 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,367,143 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,290,415 | DepreciationAmt |
| Book Value | $76,728 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $765,272 | OtherCostOrOtherBasisAmt |
| Depreciation | $750,369 | DepreciationAmt |
| Book Value | $14,903 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $9,000,358 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| HEDGE FUNDS | $11,636,895 | F |
| MULTI-STRATEGY | $3,174,756 | F |
| PRIVATE EQUITY | $36,632,866 | F |
| INTERNATIONAL EQUITY | $8,760,172 | F |
| DOMESTIC EQUITY | $3,050,777 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $63,255,466 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $18,990,056 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,756,267 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $3,681 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $4,759,948 | RevenueNotReportedAmt |
| Revenue Subtotal | $14,230,108 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $519,503 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $65,000 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $584,503 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $14,814,611 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $15,999,480 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $3,681 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $3,681 | ExpensesNotReportedAmt |
| Expenses Subtotal | $15,995,799 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $519,503 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $519,503 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $16,515,302 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE INSTITUTE'S ENDOWMENT CONSISTS OF FUNDS ESTABLISHED TO SUPPORT THE SALARY AND RESEARCH COSTS OF SENIOR FELLOWS AND OTHER INITIATIVES AND INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS. THE ENDOWMENT IS THE CORE SOURCE OF OPERATIONAL FUNDS, INDEPENDENT FROM AND NOT RELIANT UPON EXTERNAL REVENUE SOURCES. ACCORDINGLY, THE SPENDING AND INVESTMENT POLICIES ARE DESIGNED IN TANDEM TO EARN AND PROVIDE SUSTAINABLE AND RELIABLE AMOUNTS ANNUALLY TO SUPPORT THE INSTITUTE'S PROGRAMS. |
| PART X, LINE 2: | THE INSTITUTE EVALUATED ITS UNCERTAINTY IN INCOME TAXES FOR THE YEARS ENDED JUNE 30, 2024 AND 2023, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | LOSS ON GRANTS AND CONTRIBUTIONS RECEIVABLE 65,000. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $39,852,820 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | INVESTMENTS | $1,347,155 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $41,199,975 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $41,199,975 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3: | FormAndLineReferenceDesc |
| Explanation | IN ACCORDANCE WITH IRS INSTRUCTIONS, ALL AMOUNTS REPORTED IN PART I OF SCHEDULE F ARE REPORTED USING THE ACCRUAL BASIS OF ACCOUNTING WHICH IS THE SAME METHOD OF ACCOUNTING USED IN THE FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HELEN BROWN GROUP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 489 MT AUBURN STREET SUITE 4 | AddressLine1Txt |
| City | WATERTOWN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02472 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CONSULTING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $79,085 | RetainedByContractorAmt |
| Net To Organization | -$79,085 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $79,085 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$79,085 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ADAM S POSEN | ||||||||||||||
| PRESIDENT | $529,286 | $0 | $0 | $0 | $0 | $0 | $33,000 | $0 | $20,160 | $0 | $582,446 | $0 | $0 | $0 |
| JESSE M NOLAND | ||||||||||||||
| EXEC. VP & DIRECTOR OF STUDIES | $480,003 | $0 | $0 | $0 | $0 | $0 | $33,000 | $0 | $18,443 | $0 | $531,446 | $0 | $0 | $0 |
| CHAD BOWN | ||||||||||||||
| SENIOR FELLOW | $368,365 | $0 | $0 | $0 | $0 | $0 | $33,000 | $0 | $33,061 | $0 | $434,426 | $0 | $0 | $0 |
| MARY LOVELY | ||||||||||||||
| SENIOR FELLOW | $320,463 | $0 | $0 | $0 | $0 | $0 | $31,789 | $0 | $10,832 | $0 | $363,084 | $0 | $0 | $0 |
| JEFFREY J SCHOTT | ||||||||||||||
| SENIOR FELLOW | $294,742 | $0 | $0 | $0 | $0 | $0 | $29,239 | $0 | $22,475 | $0 | $346,456 | $0 | $0 | $0 |
| OLIVIER BLANCHARD | ||||||||||||||
| SENIOR FELLOW | $300,327 | $0 | $0 | $0 | $0 | $0 | $27,204 | $0 | $331 | $0 | $327,862 | $0 | $0 | $0 |
| MONICA BAUMGARTEN DEBOLLE | ||||||||||||||
| SENIOR FELLOW | $290,129 | $0 | $0 | $0 | $0 | $0 | $28,868 | $0 | $331 | $0 | $319,328 | $0 | $0 | $0 |
| DAVID J O'BRIEN | ||||||||||||||
| VP FOR DEVELOPMENT & EXTERNAL AFFAIR | $248,592 | $0 | $25,000 | $0 | $0 | $0 | $24,511 | $0 | $2,156 | $0 | $300,259 | $0 | $0 | $0 |
| JEFFREY A CORDEAU | ||||||||||||||
| VP FOR OPERATIONS & CTO | $224,610 | $0 | $0 | $0 | $0 | $0 | $22,517 | $0 | $26,034 | $0 | $273,161 | $0 | $0 | $0 |
| STEVEN R WEISMAN | ||||||||||||||
| VP OF PUBLICATIONS & COMM. | $245,644 | $0 | $0 | $0 | $0 | $0 | $24,560 | $0 | $1,465 | $0 | $271,669 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE BOARD HAS DELEGATED BROAD AUTHORITIES TO ACT ON BEHALF OF THE GOVERNING BODY TO AN EXECUTIVE COMMITTEE COMPRISED OF SELECTED BOARD MEMBERS. THE EXECUTIVE COMMITTEE MAY EXERCISE THE FULL AUTHORITY OF THE BOARD BETWEEN MEETINGS OF THE BOARD WHEN PROMPT ACTION IS NECESSARY AND ACTION BY THE FULL BOARD IS IMPRACTICABLE OR AS DELEGATED BY THE BOARD, EXCEPT THAT THE EXECUTIVE COMMITTEE SHALL NOT HAVE THE POWER TO APPROVE A DISSOLUTION OR MERGER, OR THE SALE OF ALL OR SUBSTANTIALLY ALL OF THE INSTITUTE'S ASSETS; APPOINT OR REMOVE DIRECTORS; APPOINT OR REMOVE COMMITTEE MEMBERS; AUTHORIZE DISTRIBUTIONS; OR AMEND THE ARTICLES OF INCORPORATION OR THE BYLAWS. |
| FORM 990, PART VI, SECTION A, LINE 2 | EVAN G. GREENBERG, A BOARD MEMBER, IS THE SON OF MAURICE (HANK) R. GREENBERG, ALSO A BOARD MEMBER. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE PRESIDENT AND TREASURER THOROUGHLY REVIEW THE FEDERAL FORM 990, WHICH IS THEN PRESENTED TO THE AUDIT COMMITTEE, THE EXECUTIVE COMMITTEE, AND THE BOARD OF DIRECTORS BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL EMPLOYEES MUST DISCLOSE AN ACTUAL OR PERCEIVED CONFLICT OF INTEREST TO HUMAN RESOURCES AND/OR THE PRESIDENT BEFORE ENGAGING IN THE CONFLICTING ACTIVITY, OR AS SOON AS AN EMPLOYEE BECOMES AWARE OF SUCH CONFLICT. IN ADDITION, AT THE TIME OF HIRE, AND AT LEAST ANNUALLY THEREAFTER AS REQUESTED, ALL EMPLOYEES ARE REQUIRED TO REPORT OUTSIDE INCOME OR BUSINESS RELATIONSHIPS OR OTHER POTENTIAL CONFLICTS OF INTEREST, PARTICULARLY FINANCIAL ACTIVITIES THAT MAY REFLECT ADVERSELY ON RESEARCH INDEPENDENCE. WHEN POTENTIAL CONFLICTS EXIST, THE PERSON WITH THE CONFLICT IS PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTIONS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE INSTITUTE'S EXECUTIVE COMMITTEE ANNUALLY REVIEWS COMPENSATION FOR TOP MANAGEMENT OFFICIALS, INCLUDING THE PRESIDENT, UTILIZING COMPARABLE INDUSTRY AND ORGANIZATIONAL DATA. THE COMPENSATION REVIEW WAS PERFORMED IN APRIL 2023. |
| FORM 990, PART VI, SECTION C, LINE 19 | FINANCIAL STATEMENTS, THE CONFLICT OF INTEREST POLICY, AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). |
| FORM 990, PART XI, LINE 9: | LOSS ON GRANTS AND CONTRIBUTIONS RECEIVABLE -65,000. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IIE PROPERTY ASSOCIATES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1750 MASSACHUSETTS AVENUE | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521226967 | EIN |
| Primary Activities | BUILDING MANAGEMENT | PrimaryActivitiesTxt |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $10,125 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER G PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS | BusinessNameLine1Txt |