2025-03-17T10:22:40-05:00 2024-08-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2023-09-01 941623852 Institute for Humane Studies INST 7039934880 3434 Washington Blvd MS 1C5 Arlington VA 222014508 Gary Leff Chief Financial Officer & Treasurer 7039934880 2025-03-14 1 1 Amanda E Waterhouse P02014004 7038930300 2025-03-14 2023 2025-03-06 01:10:19Z Gary Leff 3434 Washington Blvd MS 1C5 Arlington VA 222014508 31269071 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. 8 8 89 9 0 0 15884481 29655924 171583 104538 360942 1019525 741034 277036 17158040 31057023 2837843 3538090 0 0 9380114 8999678 0 0 1840010 6040152 5667411 18258109 18205179 -1100069 12851844 25514779 35458810 9090521 6280876 16424258 29177934 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 6362350 2428439 96538 Invests in Classical Liberal Intellectual Talent at ScaleIHS activates classical liberal intellectual talent at scale, tackling the critical shortage of a reliable talent pipeline. Through sourcing essential PhD, MA, and undergraduate talent and by building partnerships with various institutions, IHS equips this talent to advance classical liberal ideas and solutions across multiple sectors. 4299067 1037553 0 Strengthening Research Fields That Matter MostIHS focuses on cultivating both foundational and applied classical liberal research that is critical for informing solutions in policy, courts, and civil society. The program builds intellectual capacity and collaborates with a network of scholars to enhance scholarship in vital issue areas. By addressing research gaps and promoting collaboration among scholars, IHS strives to provide its partners with the essential arguments and expertise needed to effectively promote the principles of a free society. 2003887 72098 8000 Accelerating Classical Liberal Ideas to MarketIHS is dedicated to accelerating the spread and practical application of Classical Liberal ideas by connecting scholars with opportunities beyond academia. The organization works to remove barriers that limit research productivity, develops technological tools to enhance policy influence, and offers analyses that help partners leverage scholarly expertise. Additionally, IHS bridges the gap between academic research and civil society, fostering collaborations that translate classical liberal ideas into practical solutions. 1747919 0 0 Public AffairsThe 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. 1747919 0 0 14413223 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 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 1 691 0 1 89 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 8 8 0 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 OR RI SC TN VA X Gary Leff Chief Financial Officer & Treasurer 7039934880 3434 Washington Blvd MS 1C5 Arlington VA 222014508 Ryan Stowers Chairman 1.00 X X 0 0 0 David Humphreys Chairman until Oct '23 1.00 X X 0 0 0 Tyler Cowen Vice Chairman 1.00 X X 0 0 0 James Arthur Pope 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 Virgil Storr Director 1.00 X 0 0 0 Emily Chamlee-Wright President and CEO 40.00 X 502992 0 32953 Gary Leff Secretary and Treasurer 10.00 X 97500 0 10495 Courtney Derr Chief Operating Officer 40.00 X 310167 0 32205 Sarah Straw Chief of Programs and Operations 40.00 X 196916 0 25953 Shane Courtland Managing Director Academic Relations 40.00 X 159184 0 29328 Mike Hopper Senior Director of Marketing 40.00 X 157724 0 9529 Caroline Phelps Managing Director of Programs 40.00 X 142710 0 15844 Adam Wolter Senior Application Dev. Engineer 40.00 X 141278 0 12409 Matthew Needham Director of CRM Architecture 40.00 X 140597 0 13188 1849068 0 181904 20 0 1 0 Solution Design Group Inc 7500 Olson Memorial Highway Suite 2 Golden Valley MN 55427 Digital platform development services 522800 Carnegie Dartlet LLC 210 Littleton Road Ste 100 Westford MA 01886 Digital advertising 160400 Direct Mail Marketing Group 22780 Indian Creek Drive Suite 100 Dulles VA 20166 Direct mail campaign services 124505 Salesforcecom Inc 415 Mission Street 3rd Floor San Francisco CA 94105 Cloud-based online software services 116260 4 29655924 35082 29655924 Educational programs 611710 104538 104538 104538 1022455 1022455 264655 0 264655 264655 264655 205068 4050 207704 4344 -2636 -294 -2930 -2930 Credit card rewards 900099 11191 11191 Other income 900099 1190 1190 12381 31057023 104538 0 1296561 1252527 1252527 1706912 1706912 578651 578651 1228651 540606 503747 184298 6592243 5298390 676862 616991 636176 515441 60776 59959 542608 415902 72045 54661 75468 48250 6802 20416 19959 19959 7754 7754 917098 802244 53039 61815 220635 85200 729 134706 622903 135146 35629 452128 791445 569578 163033 58834 1268571 1001490 141188 125893 1027610 975931 37035 14644 302383 294009 6154 2220 235724 186096 26235 23393 39993 39993 Bad debt expense 100000 100000 List rental 29191 29191 Property taxes 8677 6850 966 861 18205179 14413223 1951946 1840010 4533073 3057523 9994313 24263997 714553 533009 60337 132960 905172 1039433 1618634 1199016 526668 419618 1254941 1210019 7525722 4802251 25514779 35458810 733515 838337 0 39813 8357006 5402726 9090521 6280876 X 15032156 27633921 1392102 1544013 16424258 29177934 25514779 35458810 X 12851844 -129758 31590 X 0 1 X 1 0 X 20646528 17279139 20384734 15884481 29655924 103850806 20646528 17279139 20384734 15884481 29655924 103850806 46698176 57152630 400907 355262 379933 711519 1287110 3134731 106985537 979656 0.53420 0.61590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 118460 38 118498 118423 37 118460 118409 14 118423 118406 3 118409 121646 2 3242 118406 0.00000 0.99153 0.00847 0 0 634534 592721 41813 984100 606295 377805 419618 Right-of-use assets - operating lease 4677697 Due from affiliate 124554 4802251 Lease liabilities - operating lease 5226456 Gift annuities 176270 5402726 X 31175324 -129758 225969 29844 126055 31049269 7754 7754 31057023 18421648 225969 -1746 224223 18197425 7754 7754 18205179 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. Part XI, Line 2d - Other Adjustments: Gain on partial lease termination 29,844. Part XII, Line 2d - Other Adjustments: Reversal of Prior Year Grant Expenses -1,746. 0 Central America and the Caribbean 0 2 Program Services Data quality and research services 23058 Europe (Including Iceland & Greenland) 0 7 Program Services Conference speaking and engagement services, data quality and research services 21602 North America 0 2 Program Services Conference speaking and engagement services 700 South America 0 1 Program Services Research services 1708 Central America and the Caribbean 0 0 Grants to recipients located in the region 6610 East Asia and the Pacific 0 0 Grants to recipients located in the region 99979 Europe (Including Iceland & Greenland) 0 0 Grants to recipients located in the region 252860 Middle East and North Africa 0 0 Grants to recipients located in the region 10175 North America 0 0 Grants to recipients located in the region 165734 Russia and the Newly Independent States 0 0 Grants to recipients located in the region 3800 South America 0 0 Grants to recipients located in the region 25831 South Asia 0 0 Grants to recipients located in the region 8800 Sub-Saharan Africa 0 0 Grants to recipients located in the region 4862 0 12 0 0 0 12 416692 209027 625719 Europe (Including Iceland & Greenland) Student Development/Education and Scholarly Research Grants 29000 Wire/EFT/Check 0 Europe (Including Iceland & Greenland) Student Development/Education and Scholarly Research Grants 20950 Wire/EFT/Check 0 Europe (Including Iceland & Greenland) Student Development/Education and Scholarly Research Grants 7000 Wire/EFT/Check 0 Europe (Including Iceland & Greenland) Student Development/Education and Scholarly Research Grants 13200 Wire/EFT/Check 0 North America Student Development/Education and Scholarly Research Grants 40000 Wire/EFT/Check 0 North America Student Development/Education and Scholarly Research Grants 40000 Wire/EFT/Check 0 4 2 Student Development/Education and Scholarly Research Grants Central America and the Caribbean 2 1610 Wire/EFT/Check Student Development/Education and Scholarly Research Grants East Asia and the Pacific 21 99979 Wire/EFT/Check Student Development/Education and Scholarly Research Grants Europe (Including Iceland & Greenland) 51 173218 Wire/EFT/Check Student Development/Education and Scholarly Research Grants Middle East and North Africa 6 10175 Wire/EFT/Check Student Development/Education and Scholarly Research Grants North America 17 72534 Wire/EFT/Check Student Development/Education and Scholarly Research Grants Russia and the Newly Independent States 2 3800 Wire/EFT/Check Student Development/Education and Scholarly Research Grants South America 9 25831 Wire/EFT/Check Student Development/Education and Scholarly Research Grants South Asia 4 8800 Wire/EFT/Check Student Development/Education and Scholarly Research Grants Sub-Saharan Africa 5 4862 Wire/EFT/Check 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. Grants given to scholars for research projects are expected to result in scholarly journal articles, book manuscripts, monographs, or other quality products. Part I, line 3: Foreign expenditures are tracked and accounted for using the accrual method. Part III, Col (c): The number of individual recipients is an estimate based on historical trends from the prior year. 1 Arizona State University-Tempe PO BOX 876011 Tempe AZ 85287 860196696 501(c)(3) 8000 0 Student development & education/research grants Chord 601 W 1st Ave Suite 1442 Spokane WA 99201 463505425 9500 0 Student development & education/research grants Columbia University in the City of New York 615 West 131st Street 3rd Fl New York NY 10027 135598093 501(c)(3) 6500 0 Student development & education/research grants Drexel University 3201 Arch Street Suite 400 Philadelphia PA 19104 231352630 501(c)(3) 7450 0 Student development & education/research grants Duke University 324 Blackwell St Washington Bldg No 850 Durham NC 27701 560532129 501(c)(3) 134992 0 Student development & education/research grants Florida Atlantic University 777 Glades Road Boca Raton FL 33431 650385507 501(c)(3) 18145 0 Student development & education/research grants Florida State University Foundation 325 West College Avenue Building B Suite 300 Tallahassee FL 32301 596152180 501(c)(3) 20250 0 Student development & education/research grants Forthright Access 3110 Pennsylvania Avenue Santa Monica CA 90404 412090738 20000 0 Student development & education/research grants George Washington University 44983 Knoll Square Suite 203 Ashburn VA 20147 530196584 501(c)(3) 9195 0 Student development & education/research grants Indiana University 1024 E 3rd Street Room 132 Bloomington IA 47405 356001673 501(c)(3) 15500 0 Student development & education/research grants International Center for Law & Economics 1104 NW 15th Ave Ste 300 Portland OR 97209 522363626 501(c)(3) 7000 0 Student development & education/research grants Johns Hopkins University 3910 Keswick Road N4327-B Baltimore MD 21211 520595110 501(c)(3) 15000 0 Student development & education/research grants New Orleans Institute of Philosophy Politics and Economics 701 Poydras St Suite 4500 New Orleans LA 70139 463643028 501(c)(3) 27000 0 Student development & education/research grants New York University 105 East 17th St New York NY 10003 135562308 501(c)(3) 111661 0 Student development & education/research grants Northwestern University 633 Clark St Evanston IL 60208 362167817 501(c)(3) 37755 0 Student development & education/research grants Ohio State University-Main Campus 901 Woody Hayes Drive 2020 Blankenship Hall Columbus OH 43210 316025986 501(c)(3) 7500 0 Student development & education/research grants Plemmons Burke Consulting LLC 412 Linden Street Morgantown WV 26501 933063650 10000 0 Student development & education/research grants Providence College One Cunningham Square Providence RI 02918 050258932 501(c)(3) 14800 0 Student development & education/research grants Purdue University-Main Campus 2550 Northwestern Ave Suite 1100 West Lafayette IN 47906 356002041 501(c)(3) 26500 0 Student development & education/research grants Rice University 6100 Main Street Houston TX 77005 741109620 501(c)(3) 13000 0 Student development & education/research grants Syracuse University 900 South Crouse Ave Syracuse NY 13244 150532081 501(c)(3) 42000 0 Student development & education/research grants Texas A&M University-College Station TAMU 6000 College Station TX 77843 746000531 501(c)(3) 24000 0 Student development & education/research grants The Regents of the University of California - Berkley 1608 Fourth Street Suite 201 Berkeley CA 94710 946002123 501(c)(3) 10000 0 Student development & education/research grants The Regents of the University of Colorado 1800 Grant Steet Suite 600 Denver CO 80203 846000555 501(c)(3) 11000 0 Student development & education/research grants The Research Foundation for The State University of New York PO Box 9 Albany NY 12201 141368361 501(c)(3) 32417 0 Student development & education/research grants The University of Texas at Austin 110 Inner Campus Dr Stop K5300 Austin TX 78712 746000203 501(c)(3) 23473 0 Student development & education/research grants and stipends University of California-Davis Office of Research 1850 Research Park Drive Davis CA 95618 946036494 501(c)(3) 21100 0 Student development & education/research grants University of California-Los Angeles 10889 Wilshire Boulevard Suite 700 Los Angeles CA 90095 956006143 501(c)(3) 5500 0 Student development & education/research grants University of Central Florida 12424 Research Parkway Suite 300 Orlando FL 32826 592924021 501(c)(3) 17100 0 Student development & education/research grants University of Chicago 5801 S Ellis Ave Chicago IL 60637 362177139 501(c)(3) 50000 0 Student development & education/research grants University of Maryland-College Park 7809 Regents Drive 3112 Lee Building 4300 Terrapin Trail College Park MA 20742 526002033 501(c)(3) 21800 0 Student development & education/research grants University of Missouri-Columbia 601 Turner Avenue Garage Room 201 Columbia MS 65211 266440629 501(c)(3) 34550 0 Student development & education/research grants University of Nevada-Reno Mail Stop 0124 Reno NV 89557 886000024 501(c)(3) 18700 0 Student development & education/research grants University of North Carolina at Charlotte 9201 University City Blvd Charlotte NC 28223 560791228 501(c)(3) 22000 0 Student development & education/research grants University of Pittsburgh-Pittsburgh Campus PO Box 640458 Pittsburgh PA 15264 250965591 501(c)(3) 7500 0 Student development & education/research grants University of Virginia-Main Campus 1001 N Emmet St Charlottesville VA 22903 546001796 501(c)(3) 17000 0 Student development & education/research grants University of Wisconsin-Madison 21 N Park St Ste 6301 Madison WI 53715 391805963 501(c)(3) 29800 0 Student development & education/research grants University of Wyoming 1000 E University Ave Laramie WY 82071 836000331 501(c)(3) 58300 0 Student development & education/research grants Vanderbilt University PMB 406310 2301 Vanderbilt Place Nashville TN 37240 620476822 501(c)(3) 6300 0 Student development & education/research grants West Virginia University Foundation 1 Waterfront Place 7th Floor PO Box 1650 Morgantown WV 26507 556017181 501(c)(3) 167000 0 Student development & education/research grants Western Carolina University 460 HFR Administration Building Cullowhee NC 28723 566001440 501(c)(3) 7500 0 Student development & education/research grants Yale University 2 Whitney Ave 6th Floor New Haven CT 06510 060646973 501(c)(3) 24000 0 Student development & education/research grants 39 3 Student development & education/research grants 372 1513738 N/A N/A Student development & education/research stipends 212 116454 N/A N/A Student development & education/research awards 178 76720 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. Part III, column (b): The number of individual recipients is an estimate based on historical trends from the prior year. X X X X 0 0 0 0 0 0 0 0 0 Emily Chamlee-Wright President and CEO 342750 0 160000 0 242 0 0 0 32953 0 535945 0 0 0 Courtney Derr Chief Operating Officer 235167 0 75000 0 0 0 0 0 32205 0 342372 0 0 0 Sarah Straw Chief of Programs and Operations 156916 0 40000 0 0 0 0 0 25953 0 222869 0 0 0 Shane Courtland Managing Director Academic Relations 129184 0 30000 0 0 0 0 0 29328 0 188512 0 0 0 Mike Hopper Senior Director of Marketing 149908 0 7500 0 316 0 0 0 9529 0 167253 0 0 0 Caroline Phelps Managing Director of Programs 132710 0 10000 0 0 0 0 0 15844 0 158554 0 0 0 Matthew Needham Director of CRM Architecture 134999 0 5000 0 598 0 0 0 13188 0 153785 0 0 0 Adam Wolter Senior Application Dev. Engineer 131278 0 10000 0 0 0 0 0 12409 0 153687 0 0 0 X 2 35082 Fair Market Value 0 0 0 0 Part I, Column (b): The number in column (b) reflects the number of contributors. 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 XI, line 9: Reversal of Prior Year Grant Expenses 1,746. Gain on partial lease termination 29,844. George A Warren Trust UA 09111969 FBO Foundation for Economic Education 1776 Peachtree St NW Ste 710S Atlanta GA 303092311 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.