2021-02-08T19:22:41-06:00 2020-08-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2019-09-01 941623852 Institute for Humane Studies INST 7039934880 3434 Washington Blvd MS 1C5 Arlington VA 222014508 Gary Leff Treasurer 7039934880 2021-02-08 1 Lori A Collingsworth P00639819 7038930300 2021-02-08 2019 2022-09-23 18:48:47Z Gary Leff 3434 Washington Blvd MS 1C5 Arlington VA 222014508 21923145 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. 9 9 110 0 0 0 18657386 20646528 132552 82006 147119 67256 185712 327088 19122769 21122878 610944 468114 0 0 9254566 9660850 0 0 1960983 8259095 6874182 18124605 17003146 998164 4119732 10576746 15087210 1786389 2092713 8790357 12994497 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 1237989 156978 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. 3763080 28882 80841 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. 6730173 267499 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. 1281393 14755 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. 457204 1165 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. 1738597 14755 1165 13469839 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 1 586 0 1 110 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 9 9 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 OK OR PA RI SC 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 0 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 Emily Chamlee-Wright President and CEO 40.00 X 455000 0 17661 Ronald Chad Thevenot Executive Director 40.00 X 291250 0 17661 Todd Hathaway Chief Operating Officer 40.00 X 246250 0 17661 Gary Leff Secretary/Treasurer (CFO) 10.00 X 73125 0 6030 Kurt Kehl Managing Director of Communications 40.00 X 176250 0 8405 Courtney Derr Managing Director of Programs 40.00 X 167500 0 7929 Kyle Hartz Managing Director of PMC 40.00 X 160000 0 8405 Leigh McAfee Director of Development 40.00 X 161250 0 6932 Grace Terzian Director of Marketing, Development 40.00 X 147320 0 6695 1877945 0 97379 20 0 1 0 Morgan Meredith & Associates 22780 Indian Creek Drive Dulles VA 20166 Mailshop for prospects 167347 Carnegie Dartlet LLC 210 Littleton Road Suite 100 Westford MA 01886 Advertising 141049 Big Think 18 East 17th St 5th Floor New York NY 10003 Video Production 129675 Atlantic 57 600 New Hampshire Ave NW Washington DC 20037 Content/Marketing 106000 Salesforceorg Department 34293 San Francisco CA 94139 Platform 104059 5 20646528 198603 20646528 Educational programs 611710 82006 82006 82006 80524 80524 320383 0 320383 320383 320383 680816 106183 687719 112548 -6903 -6365 -13268 -13268 Other income 900099 6705 6705 6705 21122878 82006 0 394344 X 334539 334539 96445 96445 37130 37130 1136265 227253 681759 227253 7291002 5876552 435207 979243 652029 530331 47566 74132 581554 436355 62257 82942 10824 703 2428 7693 10498 10498 12759 12759 2869162 2727046 31928 110188 259769 254631 39 5099 539949 290237 25065 224647 380680 254412 91998 34270 1339364 1067356 120660 151348 718442 691713 17909 8820 420549 413335 4744 2470 232235 185091 20901 26243 25067 22804 2263 Property taxes 27976 22297 2518 3161 List rental 20983 20983 Temporary help 5925 1609 4088 228 17003146 13469839 1572324 1960983 1178598 1275680 5894911 9705908 350000 900000 365141 883794 42656 16210 1402992 874767 795944 528225 1795581 1777393 153915 0 10576746 15087210 465739 347228 0 19000 0 139622 1320650 1586863 1786389 2092713 X 7370753 11870720 1419604 1123777 8790357 12994497 10576746 15087210 4119732 84408 0 X X 0 1 X 1 0 X 16931747 17376975 18303198 18657386 20646528 91915834 16931747 17376975 18303198 18657386 20646528 91915834 30704098 61211736 34166 46472 98998 328671 400907 909214 92825048 1481363 0.65940 0.67830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 121646 2 121648 121641 5 121646 121338 303 121641 121035 303 121338 120741 294 121035 0.00000 0.99230 0.00770 0 0 598606 258225 340381 804386 616542 187844 528225 Gift annuities 290382 Deferred rent 978230 Due to related party 318251 1586863 X 21538637 84408 344110 428518 21110119 12759 12759 21122878 17334497 344110 344110 16990387 12759 12759 17003146 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 Central America and the Caribbean 0 0 Grants to recipients located in the region Educational programs 550 East Asia and the Pacific 0 0 Grants to recipients located in the region Educational programs 5072 Europe (Including Iceland & Greenland) 0 0 Grants to recipients located in the region Educational programs 4243 Middle East and North Africa 0 0 Grants to recipients located in the region Educational programs 985 North America 0 0 Grants to recipients located in the region Educational programs 22319 Russia and Neighboring States 0 0 Grants to recipients located in the region Educational programs 1012 South Asia 0 0 Grants to recipients located in the region Educational programs 2549 Sub-Saharan Africa 0 0 Grants to recipients located in the region Educational programs 400 0 0 0 0 0 0 37130 0 37130 North America Student development/education grants 16000 Wire/EFT/Check 0 N/A N/A 1 0 Student development/ education grants Central America and the Caribbean 1 550 Wire/EFT/Check 0 N/A N/A Student development/ education grants East Asia and the Pacific 11 5072 Wire/EFT/Check 0 N/A N/A Student development/ education grants Europe (Including Iceland & Greenland) 6 4243 Wire/EFT/Check 0 N/A N/A Student development/ education grants Middle East and North Africa 1 985 Wire/EFT/Check 0 N/A N/A Student development/ education grants North America 3 1819 Wire/EFT/Check 0 N/A N/A Student development/ education grants Russia and Neighboring States 1 1012 Wire/EFT/Check 0 N/A N/A Student development/ education grants South Asia 3 2549 Wire/EFT/Check 0 N/A N/A Student development/ education grants Sub-Saharan Africa 1 400 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 American University 4400 Massachusetts Ave NW Washington DC 20016 530196549 501(c)(3) N/A N/A Student development/education grants America's Future Foundation 3434 Washington Blvd 1st Floor Arlington VA 22201 521928321 501(c)(3) N/A N/A Student development/education grants Boise State University Foundation 1173 University Drive Boise ID 83706 820290701 501(c)(3) N/A N/A Student development/education grants Bowling Green State University-Main Campus 1851 North Research Drive Bowling Green OH 43403 346007199 501(c)(3) N/A N/A Student development/education grants Duquesne University 600 Forbes Ave Pittsburgh PA 15282 251035663 501(c)(3) N/A N/A Student development/education grants George Mason University Foundation Inc 4400 University Drive MSN 1A3 Fairfax VA 22030 541603842 501(c)(3) N/A N/A Student development/education grants Liberty Fund Inc 2427 Bond Street University Park IL 60484 383974312 501(c)(3) N/A N/A Student development/education grants Middlebury College 152 Maple Street Middlebury VT 05753 030179298 501(c)(3) N/A N/A Student development/education grants New Orleans Institute of Philosophy Politics and Economics 3206 Fairfax Walk Austin TX 78705 463643028 501(c)(3) N/A N/A Student development/education grants Northwood University Northwood University Strosacker Hall Midland MI 48640 381624684 501(c)(3) N/A N/A Student development/education grants The Northern Michigan University Foundation 1401 Presque Isle Avenue Marquette MI 49855 386029206 501(c)(3) N/A N/A Student development/education grants University of Colorado Colorado Springs Josh Dunn 6437 Barrel Race Dr Colorado Springs CO 80923 846000555 501(c)(3) N/A N/A Student development/education grants University of Houston c/o Jeremy Bailey Houston TX 77204 746001399 501(c)(3) N/A N/A Student development/education grants University of North Carolina at Chapel Hill UNC Department of Philosophy Chapel Hill NC 27599 566001393 501(c)(3) N/A N/A Student development/education grants University of Notre Dame 801 Grace Hall Notre Dame IN 46556 350868188 501(c)(3) N/A N/A Student development/education grants Villanova University Middleton Hall 1st Floor Villanova PA 19085 231352688 501(c)(3) N/A N/A Student development/education grants Wellesley College 106 Central St Green Hall 026 Wellesley MA 02481 042103637 501(c)(3) N/A N/A Student development/education grants 17 0 Scholarships for qualified education expenses 87 42445 0 N/A N/A Student development/education grants 13 54000 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 130000 0 0 0 0 0 17661 0 472661 0 0 0 Ronald Chad Thevenot Executive Director 186250 0 105000 0 0 0 0 0 17661 0 308911 0 0 0 Todd Hathaway Chief Operating Officer 191250 0 55000 0 0 0 0 0 17661 0 263911 0 0 0 Kurt Kehl Managing Director of Communications 156250 0 20000 0 0 0 0 0 8405 0 184655 0 0 0 Courtney Derr Managing Director of Programs 147500 0 20000 0 0 0 0 0 7929 0 175429 0 0 0 Kyle Hartz Managing Director of PMC 150000 0 10000 0 0 0 0 0 8405 0 168405 0 0 0 Leigh McAfee Director of Development 141250 0 20000 0 0 0 0 0 6932 0 168182 0 0 0 Grace Terzian Director of Marketing, Development 140520 0 6800 0 0 0 0 0 6695 0 154015 0 0 0 X 7 198603 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 141,439. Management and general expenses 19,279. Fundraising expenses 102,860. Total expenses 263,578. Photography, Production & Film: Program service expenses 215,770. Management and general expenses 10,749. Fundraising expenses 6,198. Total expenses 232,717. Fellowships and grants: Program service expenses 2,369,837. Management and general expenses 1,900. Fundraising expenses 1,130. Total expenses 2,372,867. 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 0 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.