HUDSON INSTITUTE INC: Form 990, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- HUDSON INSTITUTE INC (EIN 13-1945157)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-22
- IRS object ID
- 202611739349301606
- Schema version
- 2025v4.2
- 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 G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-22T14:46:10-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 582676261 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rogers & Company PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1775 Tysons Boulevard Suite 1200 | AddressLine1Txt |
| City | McLean | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131945157 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hudson Institute Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HUDS | BusinessNameControlTxt |
| Phone | 2029742400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 Pennsylvania Avenue NW 400 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John P Walters | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Phone | 2029742400 | PhoneNum |
| Signature | 2026-06-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Yong Zhang CPA | PreparerPersonNm |
| PTIN | P01249785 | PTIN |
| Phone | 7038930300 | PhoneNum |
| Preparation | 2026-06-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | John P Walters | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 Pennsylvania Avenue NW 400 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $137,573,214 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.hudson.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1961 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | Hudson Institute is a research organization promoting American leadership for a secure, free, and prosperous future. Founded in 1961 by strategist Herman Kahn, Hudson Institute challenges conventional thinking and helps manage strategic transitions through interdisciplinary studies in defense, international relations, economics, energy, technology, culture, and law. Hudson seeks to guide policymakers and global leaders in government and business through a robust program of publications, conferences, policy briefings, and recommendations. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 87 | TotalEmployeeCnt |
| Total Volunteers | 112 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $18,345,282 | PYContributionsGrantsAmt |
| CY Contributions Grants | $24,355,589 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,602,374 | PYInvestmentIncomeAmt |
| CY Investment Income | $43,024,259 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$263,726 | PYOtherRevenueAmt |
| CY Other Revenue | -$330,487 | CYOtherRevenueAmt |
| PY Total Revenue | $22,683,930 | PYTotalRevenueAmt |
| CY Total Revenue | $67,049,361 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $483,570 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $17,225,748 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $15,541,377 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $24,350 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $180,700 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,299,548 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,178,141 | PYOtherExpensesAmt |
| CY Other Expenses | $8,302,833 | CYOtherExpensesAmt |
| PY Total Expenses | $26,428,239 | PYTotalExpensesAmt |
| CY Total Expenses | $24,508,480 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,744,309 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $42,540,881 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $121,069,620 | TotalAssetsBOYAmt |
| Total Assets EOY | $130,372,971 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $18,192,649 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,548,033 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $102,876,971 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $114,824,938 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Hudson Institute is a research organization promoting American leadership for a secure, free, and prosperous future. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $15,776,042 | ExpenseAmt |
| Grant | $483,570 | GrantAmt |
| Desc | To advance research, analysis, and policy solutions on US national security, defense strategy, great power competition with China and Russia, alliances and deterrence, human rights, religious freedom, and American leadership in foreign policy. (For more information, see www.hudson.org.) | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,193,632 | ExpenseAmt |
| Desc | To advance research, dialogue, and policy recommendations on US economic growth, innovation, trade, domestic policy challenges, political institutions, and the intersection of economic strength with national security. (For more information, see www.hudson.org.) | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $19,969,674 | 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 | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | 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 | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 155 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 87 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | 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 | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Halina Helenihi | PersonNm |
| Phone | 2029742400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 Pennsylvania Avenue NW 400 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20004 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| John P Walters | ||||||||
| President and CEO | 40.00 | Yes (X) | Yes (X) | $631,113 | $0 | $66,795 | ||
| Sarah May Stern | ||||||||
| Chair | 8.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Richard Emmet | ||||||||
| Vice Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Russell Pennoyer | ||||||||
| Vice Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Thomas C Barry | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Lucy Billingsley | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Linden S Blue | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Jack David | ||||||||
| Senior Fellow and Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Michael Kassen | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Shinya Katanozaka | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Laurence C Leeds Jr | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Shyam Sankar | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Michael L Santini | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| William H Strong | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Leslie D Ware | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Margaret Whitehead | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Joel Scanlon | ||||||||
| Executive Vice President | 40.00 | Yes (X) | $379,990 | $0 | $43,389 | |||
| Halina Helenihi | ||||||||
| Director of Finance and Accounting | 40.00 | Yes (X) | $120,190 | $0 | $5,798 | |||
| Ann Marie Hauser | ||||||||
| Vice President, Public Affairs | 40.00 | Yes (X) | $197,402 | $0 | $8,191 | |||
| Matthew Hunter | ||||||||
| Senior Vice President | 40.00 | Yes (X) | $335,088 | $0 | $39,044 | |||
| Owen Dorney | ||||||||
| Vice President, Strategic Partnerships | 40.00 | Yes (X) | $228,918 | $0 | $34,384 | |||
| Emily Alcock | ||||||||
| Corporate Secretary | 40.00 | Yes (X) | $40,000 | $0 | $5,697 | |||
| Daniel McKivergan | ||||||||
| Vice President, Government Relations | 40.00 | Yes (X) | $253,380 | $0 | $17,733 | |||
| Victoria Miller | ||||||||
| Dir of PA, Corporate Secretary | 40.00 | Yes (X) | $175,622 | $0 | $23,826 | |||
| Nicholas Mackey | ||||||||
| Director of Operations | 40.00 | $260,696 | $0 | $49,611 | Yes (X) | |||
| Walter Russell Mead | ||||||||
| DF in Strategy and Statesmanship | 40.00 | $426,695 | $0 | $39,296 | Yes (X) | |||
| Michael Doran | ||||||||
| Senior Fellow and Director | 40.00 | $330,356 | $0 | $59,648 | Yes (X) | |||
| Bryan Clark | ||||||||
| Senior Fellow and Director | 40.00 | $315,723 | $0 | $26,495 | Yes (X) | |||
| Patrick Cronin | ||||||||
| Asia-Pacific Security Chair | 40.00 | $277,572 | $0 | $48,494 | Yes (X) | |||
| Thomas Duesterberg | ||||||||
| Senior Fellow | 40.00 | $256,155 | $0 | $21,385 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,228,900 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $489,786 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 31 | 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/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Solarium Strategies LLC | |||||
| 2460 Brenner Place | Allouez | WI | 54301 | Policy Research | $379,167 |
| Square Miles LLC | |||||
| 736 N Holly Drive | Annapolis | MD | 21409 | Policy Research | $227,796 |
| Scout Strategy Group LLC | |||||
| 106 Spectacle Lane | Wilton | CT | 06897 | Policy Research | $227,550 |
| The Pivotal Group LLC | |||||
| 12 Middlesex 67122 | Chestnut Hill | MA | 02467 | Policy Research | $204,578 |
| William Barr | |||||
| 5904 Calla Drive | McLean | VA | 22101 | Policy Research | $170,833 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $2,906,316 | FundraisingAmt |
| Government Grants | $667,798 | GovernmentGrantsAmt |
| All Other Contributions | $20,781,475 | AllOtherContributionsAmt |
| Noncash Contributions | $2,750,279 | NoncashContributionsAmt |
| Total Contributions | $24,355,589 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,942,549 | TotalRevenueColumnAmt |
| Exclusion | $3,942,549 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $109,199,876 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $70,118,166 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $39,081,710 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $39,081,710 | TotalRevenueColumnAmt |
| Exclusion | $39,081,710 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $75,200 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $2,906,316 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $405,687 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$330,487 | TotalRevenueColumnAmt |
| Exclusion | -$330,487 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $67,049,361 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $42,693,772 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $483,570 | TotalAmt |
| Program Services | $483,570 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,916,867 | TotalAmt |
| Program Services | $2,462,675 | ProgramServicesAmt |
| Management And General | $191,454 | ManagementAndGeneralAmt |
| Fundraising | $262,738 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,773,367 | TotalAmt |
| Program Services | $9,248,384 | ProgramServicesAmt |
| Management And General | $718,992 | ManagementAndGeneralAmt |
| Fundraising | $805,991 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $436,375 | TotalAmt |
| Program Services | $368,425 | ProgramServicesAmt |
| Management And General | $28,643 | ManagementAndGeneralAmt |
| Fundraising | $39,307 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $804,470 | TotalAmt |
| Program Services | $679,205 | ProgramServicesAmt |
| Management And General | $52,802 | ManagementAndGeneralAmt |
| Fundraising | $72,463 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $610,298 | TotalAmt |
| Program Services | $515,267 | ProgramServicesAmt |
| Management And General | $40,058 | ManagementAndGeneralAmt |
| Fundraising | $54,973 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,470 | TotalAmt |
| Program Services | $32,431 | ProgramServicesAmt |
| Management And General | $6,969 | ManagementAndGeneralAmt |
| Fundraising | $70 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,690 | TotalAmt |
| Management And General | $168,690 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,700 | TotalAmt |
| Fundraising | $180,700 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,936 | TotalAmt |
| Management And General | $14,936 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $490,761 | TotalAmt |
| Program Services | $392,708 | ProgramServicesAmt |
| Management And General | $86,437 | ManagementAndGeneralAmt |
| Fundraising | $11,616 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,458 | TotalAmt |
| Program Services | $5,940 | ProgramServicesAmt |
| Management And General | $1,633 | ManagementAndGeneralAmt |
| Fundraising | $1,885 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $319,118 | TotalAmt |
| Program Services | $201,590 | ProgramServicesAmt |
| Management And General | $54,548 | ManagementAndGeneralAmt |
| Fundraising | $62,980 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $488,815 | TotalAmt |
| Program Services | $435,227 | ProgramServicesAmt |
| Management And General | $18,795 | ManagementAndGeneralAmt |
| Fundraising | $34,793 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,590,795 | TotalAmt |
| Program Services | $2,015,810 | ProgramServicesAmt |
| Management And General | $491,128 | ManagementAndGeneralAmt |
| Fundraising | $83,857 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,804,601 | TotalAmt |
| Program Services | $1,453,690 | ProgramServicesAmt |
| Management And General | $67,029 | ManagementAndGeneralAmt |
| Fundraising | $283,882 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,195,510 | TotalAmt |
| Program Services | $837,160 | ProgramServicesAmt |
| Management And General | $83,830 | ManagementAndGeneralAmt |
| Fundraising | $274,520 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $541,858 | TotalAmt |
| Program Services | $421,601 | ProgramServicesAmt |
| Management And General | $102,718 | ManagementAndGeneralAmt |
| Fundraising | $17,539 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,520 | TotalAmt |
| Program Services | $84,478 | ProgramServicesAmt |
| Management And General | $23,226 | ManagementAndGeneralAmt |
| Fundraising | $26,816 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Printing/Design/Duplica | $250,750 | $157,470 | $43,294 | $49,986 |
| Media Production Costs- | $94,184 | $59,147 | $16,262 | $18,775 |
| Taxes and Fees | $75,472 | $62,012 | $13,325 | $135 |
| Gifts | $39,844 | $25,022 | $6,879 | $7,943 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,051 | TotalAmt |
| Program Services | $27,862 | ProgramServicesAmt |
| Management And General | $7,610 | ManagementAndGeneralAmt |
| Fundraising | $8,579 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,508,480 | TotalAmt |
| Program Services | $19,969,674 | ProgramServicesAmt |
| Management And General | $2,239,258 | ManagementAndGeneralAmt |
| Fundraising | $2,299,548 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,216,848 | BOYAmt |
| EOY | $7,555,200 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,113,246 | BOYAmt |
| EOY | $22,646,997 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $558,879 | BOYAmt |
| EOY | $712,715 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $247,939 | BOYAmt |
| EOY | $280,696 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,856,525 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,862,416 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,484,658 | BOYAmt |
| EOY | $1,994,109 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,818,273 | BOYAmt |
| EOY | $86,528,833 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,629,777 | BOYAmt |
| EOY | $10,654,421 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,069,620 | BOYAmt |
| EOY | $130,372,971 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,586,637 | BOYAmt |
| EOY | $1,368,296 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $592,060 | BOYAmt |
| EOY | $543,968 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,013,952 | BOYAmt |
| EOY | $13,635,769 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,192,649 | BOYAmt |
| EOY | $15,548,033 | 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 | $84,998,293 | BOYAmt |
| EOY | $94,241,986 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,878,678 | BOYAmt |
| EOY | $20,582,952 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,876,971 | BOYAmt |
| EOY | $114,824,938 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,069,620 | BOYAmt |
| EOY | $130,372,971 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $42,540,881 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$30,592,914 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 | $19,919,809 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,510,826 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,801,938 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,345,282 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,355,589 | CurrentTaxYearAmt |
| Total | $105,933,444 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,919,809 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,510,826 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,801,938 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,345,282 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,355,589 | CurrentTaxYearAmt |
| Total | $105,933,444 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $13,588,995 | SubstantialContributorsTotAmt |
| Public Support Total170 | $92,344,449 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,166,846 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,269,694 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,911,812 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,916,033 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,942,549 | CurrentTaxYearAmt |
| Total | $14,206,934 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,600 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,200 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,400 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $52,200 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $75,200 | CurrentTaxYearAmt |
| Total | $213,600 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $120,353,978 | TotalSupportAmt |
| Public Support CY170 | 0.76730 | PublicSupportCY170Pct |
| Public Support PY170 | 0.76670 | 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 | Fundraising income - 2021 Amount: $ 26,600. 2022 Amount: $ 25,200. 2023 Amount: $ 34,400. 2024 Amount: $ 52,200. 2025 Amount: $ 75,200. | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $93,499,661 | BeginningYearBalanceAmt |
| Contributions | $6,331,846 | ContributionsAmt |
| Investment Earnings Or Losses | $11,009,131 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,129,126 | OtherExpendituresAmt |
| End Year Balance | $106,711,512 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $84,776,645 | BeginningYearBalanceAmt |
| Contributions | $13,349 | ContributionsAmt |
| Investment Earnings Or Losses | $12,675,702 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,966,035 | OtherExpendituresAmt |
| End Year Balance | $93,499,661 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $75,127,973 | BeginningYearBalanceAmt |
| Contributions | $184,161 | ContributionsAmt |
| Investment Earnings Or Losses | $13,098,538 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,634,027 | OtherExpendituresAmt |
| End Year Balance | $84,776,645 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $81,147,894 | BeginningYearBalanceAmt |
| Contributions | $7,147,063 | ContributionsAmt |
| Investment Earnings Or Losses | -$9,178,984 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,988,000 | OtherExpendituresAmt |
| End Year Balance | $75,127,973 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $68,738,213 | BeginningYearBalanceAmt |
| Contributions | $39,505 | ContributionsAmt |
| Investment Earnings Or Losses | $15,744,176 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,374,000 | OtherExpendituresAmt |
| End Year Balance | $81,147,894 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.92484 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.07516 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,680,477 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,859,565 | DepreciationAmt |
| Book Value | $1,820,912 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,176,048 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,002,851 | DepreciationAmt |
| Book Value | $173,197 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,994,109 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Right-of-use asset - operating lease | Desc |
| Book Value | $10,654,421 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $10,654,421 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Lease liability - operating lease | Desc |
| Amt | $13,635,769 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $13,635,769 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $36,984,598 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$30,592,914 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $137,400 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $405,687 | OtherRevenueAmt |
| Revenue Not Reported | -$30,049,827 | RevenueNotReportedAmt |
| Revenue Subtotal | $67,034,425 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $14,936 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $14,936 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $67,049,361 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $25,036,631 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $137,400 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $405,687 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $543,087 | ExpensesNotReportedAmt |
| Expenses Subtotal | $24,493,544 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $14,936 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $14,936 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $24,508,480 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Line 2b: | The Institute holds funds for the Center for Religious Freedom (the "Center"), which transferred its programs and operations to the Institute effective January 1, 2007. The investment account is treated as agency funds by the Institute. |
| Part V, Line 4: | The Board-Designated Fund (Quasi-Endowment) supports Hudson's Stern Chair and other operating expenses. The Japan Chair Endowment supports the operating expenses of Hudson's Japan Chair. |
| Part X, Line 2: | Management has evaluated the Institute's tax positions and concluded that the Institute's financial statements do not include any uncertain tax positions. |
| Part XI, Line 2d - Other Adjustments: | Fundraising expenses 405,687. |
| Part XII, Line 2d - Other Adjustments: | Fundraising expenses 405,687. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MKJ Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5422 Albia Road | AddressLine1Txt |
| City | Bethesda | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20816 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Fundraising Support | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $180,700 | RetainedByContractorAmt |
| Net To Organization | -$180,700 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $180,700 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$180,700 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Herman Kahn Award Dinner | Event1Nm |
| Gross Receipts Event1 | $2,981,516 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $2,906,316 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $75,200 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $13,167 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $144,425 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $248,095 | FoodAndBeverageEvent1Amt |
| Gross Receipts Total | $2,981,516 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $2,906,316 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $75,200 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $13,167 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $144,425 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $248,095 | FoodAndBeverageTotalEventsAmt |
| Direct Expense Summary Events | $405,687 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$330,487 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Atlantic Council of the United States Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 L St NW FL 11 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 520742294 | RecipientEIN |
| IRC Section | 501c3 | IRCSectionDesc |
| Cash Grant | $483,570 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | Bipartisan Commission on Biodefense Funding | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Hudson Institute previously housed the biodefense commission and transferred the commission to the Atlantic Council. With the completion of the funds transfer, Hudson Institute no longer has responsibility for the management or expenditure of the transferred funds. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| John P Walters | ||||||||||||||
| President and CEO | $630,958 | $0 | $0 | $0 | $155 | $0 | $28,811 | $0 | $37,984 | $0 | $697,908 | $0 | $0 | $0 |
| Walter Russell Mead | ||||||||||||||
| DF in Strategy and Statesmanship | $426,540 | $0 | $0 | $0 | $155 | $0 | $28,000 | $0 | $11,296 | $0 | $465,991 | $0 | $0 | $0 |
| Joel Scanlon | ||||||||||||||
| Executive Vice President | $379,944 | $0 | $0 | $0 | $46 | $0 | $28,000 | $0 | $15,389 | $0 | $423,379 | $0 | $0 | $0 |
| Michael Doran | ||||||||||||||
| Senior Fellow and Director | $325,224 | $0 | $5,000 | $0 | $132 | $0 | $27,200 | $0 | $32,448 | $0 | $390,004 | $0 | $0 | $0 |
| Matthew Hunter | ||||||||||||||
| Senior Vice President | $335,070 | $0 | $0 | $0 | $18 | $0 | $24,575 | $0 | $14,469 | $0 | $374,132 | $0 | $0 | $0 |
| Bryan Clark | ||||||||||||||
| Senior Fellow and Director | $315,591 | $0 | $0 | $0 | $132 | $0 | $22,255 | $0 | $4,240 | $0 | $342,218 | $0 | $0 | $0 |
| Patrick Cronin | ||||||||||||||
| Asia-Pacific Security Chair | $277,429 | $0 | $0 | $0 | $143 | $0 | $23,004 | $0 | $25,490 | $0 | $326,066 | $0 | $0 | $0 |
| Nicholas Mackey | ||||||||||||||
| Director of Operations | $205,678 | $0 | $55,000 | $0 | $18 | $0 | $21,600 | $0 | $28,011 | $0 | $310,307 | $0 | $0 | $0 |
| Thomas Duesterberg | ||||||||||||||
| Senior Fellow | $256,000 | $0 | $0 | $0 | $155 | $0 | $20,480 | $0 | $905 | $0 | $277,540 | $0 | $0 | $0 |
| Daniel McKivergan | ||||||||||||||
| Vice President, Government Relations | $110,467 | $0 | $0 | $0 | $142,913 | $0 | $8,069 | $0 | $9,664 | $0 | $271,113 | $0 | $0 | $0 |
| Owen Dorney | ||||||||||||||
| Vice President, Strategic Partnershi | $228,900 | $0 | $0 | $0 | $18 | $0 | $18,750 | $0 | $15,634 | $0 | $263,302 | $0 | $0 | $0 |
| Ann Marie Hauser | ||||||||||||||
| Vice President, Public Affairs | $53,102 | $0 | $0 | $0 | $144,300 | $0 | $5,309 | $0 | $2,882 | $0 | $205,593 | $0 | $0 | $0 |
| Victoria Miller | ||||||||||||||
| Dir of PA, Corporate Secretary | $175,622 | $0 | $0 | $0 | $0 | $0 | $14,153 | $0 | $9,673 | $0 | $199,448 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | Hudson Institute received charter air travel as a non-cash contribution to support its business operations. |
| Part I, Line 4a | Some officers received severance payments during FY 25, which were properly reported on the officers' 2025 W2s and Part VII/Sch J of F990. The terms of the severance payment are confidential and subject to disclosure to the IRS upon request. |
| Part I, Line 7 | The compensation committee of the board determines the salary and the amount of any bonus given to the President and CEO each year. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 222220 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,704,109 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Flight tickets | 3 | $42,986 | FMV |
| Yes (X) | Photography gear | 1 | $3,184 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 32b: | FormAndLineReferenceDesc |
| Explanation | Hudson Institute has an account with a securities broker to accept stock donations. Donations are sent directly to this account and are sold within a few business days of receipt. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 1a | The Board of Trustees may, by resolution adopted by a majority of the entire Board, designate five (5) or more trustees of the corporation, one of whom shall be the president, to constitute an Executive Committee which, to the extent provided in such resolution and consistent with the Act, the Certificate of Incorporation, and Hudson Institute's bylaws, shall have and exercise all of the authority of the Board of Trustees in the management of the corporation's affairs during intervals between the meetings of the Board of Trustees. |
| Form 990, Part VI, Section B, line 11b | A draft version of Hudson Institute's Form 990 is reviewed by its senior management team, including the President and CEO and the Executive Vice President, and the Audit and Risk Committee of the Board of Trustees. A complete final draft of the Form 990 is provided to the Board of Trustees for final comments before filing with the Internal Revenue Service. |
| Form 990, Part VI, Section B, line 12c | Hudson Institute regularly monitors compliance with its conflict of interest policy. All trustees, officers, and key employees are required to disclose annually any financial interest or relationship that may be considered a conflict of interest. Compliance with the conflict of interest policy is overseen by the Audit and Risk Committee of the Board of Trustees. |
| Form 990, Part VI, Section B, line 15a | Compensation for the President and CEO is reviewed and approved by the Executive Committee of Hudson Institute's Board of Trustees. The Committee considers comparability data from similar organizations, and the Board chair provides contemporaneous substantiation of the deliberation and decision. This process takes place annually. |
| Form 990, Part VI, Section C, line 18 | The organization's governing documents, conflict of interest policy, and financial statements are available to the public upon request. |
| Form 990, Part VI, Section C, line 19 | Hudson Institute's audited financial statements and Form 990 are available to the public on its website. Hudson's governing documents and conflict of interest policy are available to the public upon request. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hudson Analytical Services Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 Pennsylvania Avenue NW Suite 4 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351645201 | EIN |
| Primary Activities | Research | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hudson Institute Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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