2022-02-09T08:48:42-06:00 2021-08-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2020-09-01 941623852 Institute for Humane Studies INST 7039934880 3434 Washington Blvd MS 1C5 Arlington VA 222014508 Gary Leff Treasurer 7039934880 2022-02-08 1 Gary Leff XXX-XX-XXXX Lori A Collingsworth P00639819 7038930300 2022-02-08 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z Gary Leff 3434 Washington Blvd MS 1C5 Arlington VA 222014508 18163519 0 X www.theihs.org X 1961 CA The Institute discovers, develops, and supports students, scholars, and other intellectuals who maintain the highest standard of academic excellence and who share an interest in the principles of the classical liberal tradition. 10 10 97 0 0 0 20646528 17279139 82006 43554 67256 96886 327088 286849 21122878 17706428 468114 405354 0 0 9660850 9884759 0 0 2092536 6874182 6219522 17003146 16509635 4119732 1196793 15087210 15952921 2092713 1700104 12994497 14252817 X The Institute discovers, develops, and supports students, scholars, and other intellectuals who maintain the highest standard of academic excellence and who share an interest in the principles of the classical liberal tradition. 0 0 7348534 340617 209 Faculty Support Programs: The Institute's faculty-support programs work to help faculty who are engaged with ideas in the classical liberal intellectual tradition to improve the reach and effectiveness of their teaching, research, and campus activities. It accomplishes this through support for on-campus events, academic research seminars, discussion colloquia, workshops, grants, and networking at academic conferences. 2898436 7327 43095 Academic Talent-Development Programs: The Institute's academic talent-development programs work to develop talented graduate students who are interested in careers in academia. It accomplishes this through fellowships, grants, career development workshops, academic research seminars, and networking at academic conferences. 742751 52635 Student Education and Outreach Programs: The Institute's student educational programs work to inspire and educate a wide range of young people with ideas in the classical liberal intellectual tradition, encourage interested students to learn more, and identify and evaluate students who have the potential to make scholarly contributions to a free and open society. The Institute accomplishes this through intensive weekend and multi-day seminars, on-campus programs such as discussion colloquia and guest lectures co-sponsored with local faculty, and production and marketing of short educational videos. 1451994 1714 250 Public Affairs: The public affairs program seeks to inform alumni, faculty, and supporters about the efforts of the Institute and support the development of a network of faculty, supporters, and nonprofit allies who share an interest in classical liberal ideas. 479261 3061 Organization and Faculty Network Brand Elevation: The Institute's brand elevation efforts serve to grow and engage the IHS scholarly network, broaden and elevate the profile of IHS as a well-known and highly regarded academic Institute, and increase awareness and understanding of core classical liberal ideas. 1931255 4775 250 12920976 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 1 1 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 701 0 1 97 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 AL AR CA FL GA HI IL KS KY ME MD MA MI MN MS NH NJ NM NY ND OK OR PA RI DC TN UT VA X Gary Leff Treasurer 7039934880 3434 Washington Blvd MS 1C5 Arlington VA 222014508 James Arthur Pope Chairman 1.00 X X 0 0 0 Tyler Cowen Vice Chairman 1.00 X X 0 0 0 David Humphreys Director 1.00 X 0 0 0 Scott Beaulier Director 1.00 X 0 0 0 Chris Rufer Director 1.00 X 0 0 0 Christopher Coyne Director 1.00 X 10000 0 0 Todd Zywicki Director 1.00 X 0 0 0 Brian Hooks Director 1.00 X 0 0 0 Ryan Stowers Director 1.00 X 0 0 0 Virgil Storr Director 1.00 X 10000 0 0 Emily Chamlee-Wright President and CEO 40.00 X 440000 0 41327 Ronald Chad Thevenot Executive Director 40.00 X 295000 0 26327 Todd Hathaway Chief Operating Officer 40.00 X 250000 0 26327 Gary Leff Secretary/Treasurer (CFO) 10.00 X 75416 0 6795 Courtney Derr Managing Director of Programs 40.00 X 186250 0 8261 Kurt Kehl Managing Director of Communications and Marketing 40.00 X 181250 0 10271 Leigh McAfee Senior Director of Development 40.00 X 177500 0 7302 Kyle Hartz Managing Director of PMC 40.00 X 171250 0 10290 Daniel Butler Senior Director of Development 20.00 X 155625 0 3650 1952291 0 140550 19 0 1 0 Morgan Meredith & Associates 22780 Indian Creek Drive Suite 100 Dulles VA 20166 Mailshop for Prospect/Shipping & Postage 130469 Carnegie Dartlet LLC 210 Littleton Road Ste 100 Westford MA 01886 Advertising 108158 SalesforceORG Department 34293 San Francisco CA 94139 Online Services Platform 103262 3 17279139 171330 17279139 Educational programs 611710 43554 43554 43554 68853 68853 286409 0 286409 286409 286409 485124 439819 17272 45305 -17272 28033 28033 Other income 900099 440 440 440 17706428 43554 0 383735 X 304530 304530 18171 18171 82653 82653 1235224 247045 741134 247045 7374703 6073757 312649 988297 702985 591504 39404 72077 571847 432449 58577 80821 15360 992 112 14256 17861 17861 11544 11544 2468037 2277135 22757 168145 295110 294912 198 524311 228101 30620 265590 411179 274310 95705 41164 1317264 1035823 116897 164544 203821 188024 13171 2626 678175 674373 2778 1024 207659 163292 18428 25939 25541 11858 11799 1884 Property taxes 27666 21755 2455 3456 List rental 15622 15622 Temporary help 372 292 34 46 16509635 12920976 1496123 2092536 1275680 1927533 9705908 10342903 900000 550000 42047 25801 857957 974590 1021584 655186 528225 366398 1777393 1765696 15087210 15952921 347228 484640 19000 2000 139622 0 1586863 1213464 2092713 1700104 X 11870720 13053998 1123777 1198819 12994497 14252817 15087210 15952921 1196793 61527 0 X X 0 1 X 1 0 X 17376975 18303198 18657386 20646528 17279139 92263226 17376975 18303198 18657386 20646528 17279139 92263226 33283173 58980053 46472 98998 328671 400907 355262 1230310 93493536 1050028 0.63080 0.65940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 118406 3 118409 121646 2 3242 118406 121641 5 121646 121338 303 121641 121035 303 121338 0.00000 0.99230 0.00770 0 0 601635 349848 251787 419949 305338 114611 366398 Gift annuities 114593 Deferred rent 982770 Due to affiliate 116101 1213464 X 18183223 61527 426812 488339 17694884 11544 11544 17706428 16924903 426812 426812 16498091 11544 11544 16509635 Part V, Line 4: Permanently restricted endowments consist of funds contributed to the Ronald J. Berkheimer and Estelle C. Berkheimer Endowment Fund. Earnings from this fund in excess of required increases to the corpus can be used to support the study of market economics. Temporarily restricted endowment earnings can be used to fund the Institute's general programs. Part X, Line 2: Management evaluated the Institute's tax positions and concluded that the financial statements do not include any uncertain tax positions. 1 East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, 0 0 Grants to recipients located in the region Educational programs 1150 Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium 0 0 Grants to recipients located in the region Educational programs 54078 North America - Canada and Mexico, but not the United States 0 0 Grants to recipients located in the region Educational programs 27125 Sub-Saharan Africa - Angola, Benin, Botswana, Burkina Faso, 0 0 Grants to recipients located in the region Educational programs 300 0 0 0 0 0 0 82653 0 82653 Europe (Including Iceland & Greenland) Student development/education grants 50000 Wire/EFT/Check 0 N/A N/A North America Student development/education grants 17875 Wire/EFT/Check 0 N/A N/A North America Student development/education grants 5000 Wire/EFT/Check 0 N/A N/A North America Student development/education grants 3000 Wire/EFT/Check 0 N/A N/A 4 0 Student development/ education grants East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, 1 400 Wire/EFT/Check 0 N/A N/A Student development/ education grants East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, 1 750 Wire/EFT/Check 0 N/A N/A Student development/ education grants Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgiu 1 1828 Wire/EFT/Check 0 N/A N/A Student development/ education grants Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgiu 1 1500 Wire/EFT/Check 0 N/A N/A Student development/ education grants Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgiu 1 750 Wire/EFT/Check 0 N/A N/A Student development/ education grants North America - Canada and Mexico, but not the United States 1 650 Wire/EFT/Check 0 N/A N/A Student development/ education grants North America - Canada and Mexico, but not the United States 1 600 Wire/EFT/Check 0 N/A N/A Student development/ education grants Sub-Saharan Africa - Angola, Benin, Botswana, Burkina Faso, 1 300 Wire/EFT/Check 0 N/A N/A 0 0 0 0 0 0 Part I, Line 2: Grants are made to students pursuing academic degrees. In addition to substantial application materials, students must submit proof of enrollment in their institutions to substantiate that funds are being used for qualified educational expenses. Part I, line 3: Foreign expenditures are directly tracked and accounted for on the accrual method of accounting used for books. Part III Accounting Method: 1 University of Notre Dame Controllers Office 724 Grace Hall Notre Dame IN 46556 350868188 501(c)(3) 50000 N/A N/A Student development/education grants Western Kentucky University 1906 College Heights blvd 11026 Bowling Green KY 42101 616055628 501(c)(3) 25000 N/A N/A Student development/education grants America's Future Foundation 1508 21st St NW Washington DC 20036 521928321 501(c)(3) 20000 N/A N/A Student development/education grants Gustavus Adolphus College 800 West College Avenue Saint Peter MN 56082 410695524 501(c)(3) 20000 N/A N/A Student development/education grants Arizona State University Foundation PO Box 2260 Tempe AZ 85280 866051042 501(c)(3) 16000 N/A N/A Student development/education grants University of Delaware 220 Hullihen Hall Newark DE 19716 516000297 501(c)(3) 15600 N/A N/A Student development/education grants Middle Tennessee State University 1301 East Main St Murfreesboro TN 37132 626005794 501(c)(3) 15000 N/A N/A Student development/education grants University of Cincinnati-Main Campus 51 Goodman Dr Cincinnati OH 45221 316000989 501(c)(3) 15000 N/A N/A Student development/education grants New Orleans Institute of Philosophy Politics and Economics 701 Poydras St Suite 4500 New Orleans LA 70139 463643028 501(c)(3) 14000 N/A N/A Student development/education grants Center for Ethics in Society 100 Saint Anselm Drive Manchester NH 03102 020222182 501(c)(3) 12658 N/A N/A Student development/education grants Georgetown University 37th and O Streets NW Washington DC 20057 530196603 501(c)(3) 10000 N/A N/A Student development/education grants George Mason University Foundation Inc 4400 University Dr MSN 1A3 Fairfax VA 22030 541603842 501(c)(3) 7500 N/A N/A Student development/education grants The University of Texas at Austin 1 University Station Austin TX 78712 746000203 501(c)(3) 7500 N/A N/A Student development/education grants Saint Anselm College 100 Saint Anslem Drive Manchester NH 03102 020222182 501(c)(3) 6000 N/A N/A Student development/education grants 14 0 Student development/education grants 20 18171 0 N/A N/A Part I, Line 2: Individuals are required to document their actual expenses and participation in programs for which funds are awarded. X X X X 0 0 0 0 0 0 0 0 0 Emily Chamlee-Wright President and CEO 325000 0 115000 0 0 0 15000 0 26327 0 481327 0 0 0 Ronald Chad Thevenot Executive Director 190000 0 105000 0 0 0 0 0 26327 0 321327 0 0 0 Todd Hathaway Chief Operating Officer 195000 0 55000 0 0 0 0 0 26327 0 276327 0 0 0 Courtney Derr Managing Director of Programs 156250 0 30000 0 0 0 0 0 8261 0 194511 0 0 0 Kurt Kehl Managing Director of Communications 161250 0 20000 0 0 0 0 0 10271 0 191521 0 0 0 Leigh McAfee Senior Director of Development 147500 0 30000 0 0 0 0 0 7302 0 184802 0 0 0 Kyle Hartz Managing Director of PMC 151250 0 20000 0 0 0 0 0 10290 0 181540 0 0 0 Daniel Butler Senior Director of Development 98125 0 57500 0 0 0 0 0 3650 0 159275 0 0 0 X 5 171330 Fair Market Value 0 0 0 Form 990, Part VI, Section B, line 11b Draft 990 is prepared by the independent accountants and provided to the Vice Chairman of the Board for review prior to filing. Form 990, Part VI, Section B, line 12c Conflicts and potential conflicts of interest are described in the Institute's Employee Manual, which is distributed to all employees. Disclosure is required contemporaneously with any potential conflicts and employees are regularly reminded of the obligation. The Board of Directors will review any conflicts and take necessary action. Form 990, Part VI, Section B, line 15 Compensation for officers is set annually by the Executive Committee of the Board of Directors. Management provides the Committee with comparability data to consider in their review of compensation. The Chairman of the Executive Commitee of the Board of Directors communicates to Management in writing with the decisions of the Committee on officer compensation. Form 990, Part VI, Section C, line 19 The Institute's financial statements and governing documents are available upon request to those deemed to have bona fide business purpose which advances the exempt purpose of the organization. Form 990, Part IX, line 11g General contract services: Program service expenses 136,274. Management and general expenses 18,273. Fundraising expenses 157,808. Total expenses 312,355. Photography, Production & Film: Program service expenses 54,020. Management and general expenses 2,709. Fundraising expenses 7,838. Total expenses 64,567. Fellowships and grants: Program service expenses 1,956,895. Management and general expenses 1,775. Fundraising expenses 2,499. Total expenses 1,961,169. Other contract services: Program service expenses 129,946. Management and general expenses 0. Fundraising expenses 0. Total expenses 129,946. Form 990, Part XII, Line 2c: The Institute's Board of Directors assumes responsibility for oversight of the audit, including selection of independent accountant. This process is consistent with prior years. George A Warren Trust UA 09111969 FBO Foundation for Economic Education 1819 Peachtree Road NE Suite 300 Atlanta GA 303091856 046421546 509(a)(3) Supporting Organization- See Part VII NY 501(c)(3) Line 12a, I 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Part II, Column (b) Primary Activity To discover, develop and support students, scholars and other intellectuals who maintain the highest standards of academic and professional excellence. The Institute is a permanent beneficiary of the Trust.