2020-03-11T17:47:47-05:00 2019-08-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2018-09-01 941623852 Institute for Humane Studies INST 7039934880 3434 Washington Blvd MS 1C5 Arlington VA 222014508 Gary Leff Treasurer 7039934880 2020-03-11 1 Lori A Collingsworth P00639819 7038930300 2020-03-10 207.190.19.216 2020-03-11 18:47:14 ED P 4E34592AB1F6423AB9D06C25827E64500E8BEDD1 DD3BD8FAA7E619236B258E939CC8F9AD6F7FDC38 2018 2020-04-17 16:48:07Z Gary Leff 3434 Washington Blvd MS 1C5 Arlington VA 222014508 19635716 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. 11 11 122 0 0 0 18303198 18657386 284239 132552 66498 147119 52148 185712 18706083 19122769 765846 610944 0 0 8945497 9254566 0 0 1938979 8726922 8259095 18438265 18124605 267818 998164 9848348 10576746 2076359 1786389 7771989 8790357 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 1876799 105271 131141 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. 5046034 167984 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. 5996983 337689 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. 1311615 1411 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. 280316 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. 1591931 1411 14511747 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 1 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 1 0 0 0 1 535 0 1 122 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 AL AR CA FL 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 Charles G Koch Chair 1.00 X X 0 0 0 Tyler Cowen Vice-Chair 1.00 X X 0 0 0 James Arthur Pope Director 1.00 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 Kristina Kendall 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 455719 0 18031 Ronald Chad Thevenot Executive Director 40.00 X 276253 0 18031 Todd Hathaway Chief Operating Officer 40.00 X 236250 0 18031 Gary Leff Secretary/Treasurer 13.00 X 82418 0 7570 Marty Zupan President Emiratus 40.00 X 273379 0 1230 Dan Butler Senior Director, Development 20.00 X 134375 0 990 Courtney Derr Managing Director, Programs 40.00 X 161250 0 1229 Kyle Hartz Senior Director, PMC 40.00 X 163365 0 1980 Grace Terzian Sr Dir. Development Communications 40.00 X 140335 0 1979 1923344 0 69071 19 0 1 0 Morgan Meredith & Associates 22780 Indian Creek Drive Suite 100 Dulles VA 20166 Direct Mail services 567970 Lisi Communications 5440 31st Street NW Washington DC 20015 Marketing and Communications Services 337448 Groom and Associates Inc 360 Rue St-Jacques G-100 Montreal QC CA H2Y 1P6 Recruiting Services 179875 Spectrum Inc 8200 Greensboro Drive Suite 600 McLean VA 22102 Construction 164852 Emma Dog Productions 15219 Hesby St Sherman Oaks CA 91403 Filming/Production 135000 7 18657386 155144 18657386 Educational programs 611710 132552 132552 132552 148719 148719 179952 0 179952 179952 179952 509392 1955 512947 0 -3555 1955 -1600 -1600 Other income 900099 5760 5760 5760 19122769 132552 0 332831 X 395387 395387 160490 160490 55067 55067 1099285 219857 659571 219857 6898947 5569037 420254 909656 698794 577909 54948 65937 557540 425513 58455 73572 22889 6041 714 16134 17933 17933 13833 13833 3028783 2838508 60784 129491 296168 295975 58 135 603756 290515 46353 266888 383427 258354 96244 28829 1386424 1106407 130756 149261 1303740 1273354 24256 6130 737583 725231 10017 2335 336440 268489 31730 36221 25315 19040 3706 2569 Temporary help 56372 12138 42597 1637 List rental 28720 300 28420 Property taxes 17712 14135 1670 1907 18124605 14511747 1673879 1938979 1602769 1178598 5650783 5894911 175489 350000 198430 365141 22217 42656 1570555 774611 817389 795944 866783 1795581 514488 153915 9848348 10576746 668749 465739 1407610 1320650 2076359 1786389 X 6022379 7370753 1632116 1302110 117494 117494 7771989 8790357 9848348 10576746 998164 20204 0 X X 0 1 X 1 0 X 12646711 16931747 17376975 18303198 18657386 83916017 12646711 16931747 17376975 18303198 18657386 83916017 26624050 57291967 36917 34166 46472 98998 328671 545224 84461241 1848118 0.67830 0.63180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 121641 5 121646 121338 303 121641 121035 303 121338 120741 294 121035 120447 294 120741 0.00000 0.96590 0.03410 0 0 669408 187798 481610 901147 586813 314334 795944 Gift annuities 465832 Deferred rent 854818 1320650 X 19429241 20204 300101 320305 19108936 13833 13833 19122769 18410873 300101 300101 18110772 13833 13833 18124605 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 0 0 Grants to recipients located in the region Educational programs 9650 Europe (Including Iceland & Greenland) 0 0 Grants to recipients located in the region Educational programs 21372 Middle East and North Africa 0 0 Grants to recipients located in the region Educational programs 4695 North America 0 0 Grants to recipients located in the region Educational programs 5400 Russia and Neighboring States 0 0 Grants to recipients located in the region Educational programs 1100 South America 0 0 Grants to recipients located in the region Educational programs 5800 South Asia 0 0 Grants to recipients located in the region Educational programs 7050 0 0 0 0 0 0 55067 0 55067 Student development/ education grants East Asia and the Pacific 16 9650 Wire/EFT/Check N/A N/A Student development/ education grants Europe (Including Iceland & Greenland) 35 18621 Wire/EFT/Check N/A N/A Student development/ education grants Middle East and North Africa 11 4695 Wire/EFT/Check N/A N/A Student development/ education grants North America 11 5400 Wire/EFT/Check N/A N/A Student development/ education grants Russia and Neighboring States 4 1100 Wire/EFT/Check N/A N/A Student development/ education grants South America 9 5800 Wire/EFT/Check N/A N/A Student development/ education grants South Asia 14 7050 Wire/EFT/Check 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. 1 Arizona State University Foundation 501 E Orange Street CPCOM 490 PO Box 879801 Tempe AZ 85287 866051042 501(c)(3) 10000 0 N/A N/A Student development/education grants Bowling Green State University-Main Campus 1851 North Research Drive Bowling Green OH 43403 346402018 501(c)(3) 42000 0 N/A N/A Student development/education grants Christopher Newport University 1 Avenue of the Arts Newport News CA 23606 541156248 501(c)(3) 5200 0 N/A N/A Student development/education grants Claremont Graduate University 747 N Dartmouth Ave Claremont CA 91711 951664100 501(c)(3) 20150 0 N/A N/A Student development/education grants Coastal Carolina University Office of Sponsored Programs and Research Services Conway NC 29528 570977955 501(c)(3) 12500 0 N/A N/A Student development/education grants Faulkner University 5345 Atlanta Highway Montgomery AL 36109 630329409 501(c)(3) 6000 0 N/A N/A Student development/education grants Florida Southern College 111 lake Hollingsworth Drive Lakeland FL 338015698 590624401 501(c)(3) 8000 0 N/A N/A Student development/education grants Florida State University Foundation 325 N College Ave Tallahassee FL 32301 596152180 501(c)(3) 10000 0 N/A N/A Student development/education grants George Mason University Foundation Inc 4400 University Dr MSN 1A3 Arlington VA 22201 541603842 501(c)(3) 7500 0 N/A N/A Student development/education grants Georgetown University 37th and O Streets NW Washington DC 20057 530196603 501(c)(3) 13086 0 N/A N/A Student development/education grants Middlebury College 152 Maple Street Middlebury VT 05753 030179298 501(c)(3) 15000 0 N/A N/A Student development/education grants New Orleans Institute of Philosophy Politics and Economics 701 Poydras St Ste 4500 New Orleans LA 70139 463643028 501(c)(3) 20000 0 N/A N/A Student development/education grants North Dakota State University-Main Campus NDSU Dept 3100 PO Box 6050 Fargo ND 58108 456002439 501(c)(3) 15000 0 N/A N/A Student development/education grants Northern Michigan University 1401 Presque Isle Ave Marquette MI 49855 386029206 501(c)(3) 20631 0 N/A N/A Student development/education grants Oberlin College 101 North Professor Street Oberlin OH 44074 340714363 501(c)(3) 10000 0 N/A N/A Student development/education grants Texas A & M University-College Station 4228 TAMU MS College Station TX 77843 746000531 501(c)(3) 15040 0 N/A N/A Student development/education grants Texas Tech University System Box 41092 Lubbock TX 79409 756002622 501(c)(3) 9000 0 N/A N/A Student development/education grants The Eudaimonia Institute 1834 Wake Forest Road WinstonSalem NC 27106 560532138 501(c)(3) 18000 0 N/A N/A Student development/education grants Trinity College 300 Summit Street Hartford CT 06106 060646927 501(c)(3) 6000 0 N/A N/A Student development/education grants University of New Orleans Foundation 2021 Lakeshore Drive New Orleans LA 70122 721051326 501(c)(3) 15000 0 N/A N/A Student development/education grants University of North Carolina at Chapel Hill 240 East Cameron Avenue Chapel Hill NC 27599 566001393 501(c)(3) 15000 0 N/A N/A Student development/education grants Wellesley College 106 Central St Wellesley MA 02481 042103637 501(c)(3) 11000 0 N/A N/A Student development/education grants 22 0 Student development/education grants 318 160490 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 325719 0 130000 0 0 0 0 0 18031 0 473750 0 0 0 Ronald Chad Thevenot Executive Director 181253 0 95000 0 0 0 0 0 18031 0 294284 0 0 0 Todd Hathaway Chief Operating Officer 186250 0 50000 0 0 0 0 0 18031 0 254281 0 0 0 Marty Zupan President Emiratus 267779 0 5600 0 0 0 0 0 1230 0 274609 0 0 0 Courtney Derr Managing Director, Programs 141250 0 20000 0 0 0 0 0 1229 0 162479 0 0 0 Kyle Hartz Senior Director, PMC 140625 0 22740 0 0 0 0 0 1980 0 165345 0 0 0 Yana Chernyak See Part V 29580 Employment 0 Sch L, Part IV, Business Transactions Involving Interested Persons: (b) Relationship Between Interested Person and Organization:Family member of Tyler Cowen, Vice Chair(d) Description of Transaction:Worked at IHS as a donor relations manager X 6 155144 Fair Market Value 0 0 0 Form 990, Part VI, Section A, line 2 Board members Charles G. Koch and Brian Hooks have a business relationship. 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 497,008. Management and general expenses 46,576. Fundraising expenses 116,358. Total expenses 659,942. Photography, Production & Film: Program service expenses 274,337. Management and general expenses 11,899. Fundraising expenses 12,780. Total expenses 299,016. Fellowships and grants: Program service expenses 2,067,163. Management and general expenses 2,309. Fundraising expenses 353. Total expenses 2,069,825. 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 1718 Peachtree St NW Ste 1048 Atlanta GA 30309 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.