2024-02-26T07:44:54-06:00 2023-08-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2022-09-01 941623852 Institute for Humane Studies INST 7039934880 3434 Washington Blvd MS 1C5 Arlington VA 222014508 Gary Leff Chief Financial Officer & Treasurer 7039934880 2024-02-23 1 Gary Leff XXX-XX-XXXX 1 Lori A Collingsworth P00639819 7038930300 2024-02-23 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Gary Leff 3434 Washington Blvd MS 1C5 Arlington VA 222014508 17679436 0 X www.theihs.org X 1961 CA The Institute discovers, develops, and supports students, scholars, and other intellectuals who maintain the highest standard of academic excellence and who share an interest in the principles of the classical liberal tradition. 9 9 90 0 0 0 20384734 15884481 128767 171583 63392 360942 305496 741034 20882389 17158040 1616923 2837843 0 0 8970473 9380114 0 0 1944980 6480406 6040152 17067802 18258109 3814587 -1100069 19221469 25514779 1557376 9090521 17664093 16424258 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 8147453 1870607 47583 Amplifying Research through Focus Areas: With a community of 5,000+ university-based scholars spanning a variety of fields and hundreds of institutions, IHS is supporting and connecting the brightest minds who are developing and advancing the ideas that support thriving and free societies in which all people have the opportunity to flourish. IHS will concentrate its activities and investments from 2022 to 2026 across seven focus areas by convening scholars through online and in-person programs and workshops and funding innovative research that advances our understanding of, and solutions to, complex social, economic, and collective action problems. 3857197 906110 124000 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. 1483245 61126 0 Scaling the IHS Digital Community: The Institute's digital platform and suite of resources empowers scholars and research communities in the IHS network with the knowledge and tools they need to grow their impact. This includes tailored recommendations for connection to scholars and researchers well beyond their own communities, along with tools to pursue those connections, including user-driven outreach, collaboration tools, programs, and funding to support collaboration. 1260394 0 0 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. 1260394 0 0 14748289 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 1 728 0 1 90 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 AL AR CA FL GA HI IL KS KY ME MD MA MI MN MS NH NJ NM NY ND OR PA RI SC TN UT VA X Gary Leff Chief Financial Officer & Treasurer 7039934880 3434 Washington Blvd MS 1C5 Arlington VA 222014508 David Humphreys Chairman 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 Scott Beaulier Director 1.00 X 0 0 0 Chris Rufer Director 1.00 X 0 0 0 Christopher Coyne Director 1.00 X 0 0 0 Todd Zywicki Director 1.00 X 0 0 0 Brian Hooks Director 1.00 X 0 0 0 Ryan Stowers Chairman 1.00 X 0 0 0 Virgil Storr Director 40.00 X 0 0 0 Emily Chamlee-Wright President and CEO 40.00 X 485450 0 29251 Gary Leff Chief Financial Officer & Treasurer 10.00 X 93500 0 10466 Courtney Derr Chief Operating Officer 40.00 X 269950 0 28503 Kyle Hartz Managing Dir. of Info and Community St 40.00 X 231716 0 23702 Christopher Grozev Director of Major and Planned Giving 40.00 X 192275 0 26103 Sarah Straw Chief of Programs and Operations 40.00 X 167091 0 23701 Shane Courtland Managing Director Academic Relations 40.00 X 159875 0 25501 Amanda Brand Managing Director Human Resources 40.00 X 143408 0 7351 1743265 0 174578 19 0 1 0 Resource Connection Inc 4800 Cox Rd Ste 100 Glen Allen VA 23060 Digital product consulting services 547404 Solution Design Group Inc 7500 Olson Memorial Highway Ste 250 Golden Valley MN 55427 Digital Platform Development Services 156188 American Philanthropic LLC 119 N High Street West Chester PA 19380 Consulting services 118160 salesforcecom Inc 415 Mission Street 3rd Floor San Francisco CA 94105 Cloud-based online software services 117735 Carnegie Dartlet LLC 210 Littleton Road Ste 100 Westford MA 01886 Digital advertising 112824 5 15884481 28967 15884481 Educational programs 611710 171583 171583 171583 399686 399686 311833 0 311833 311833 311833 482500 152 520342 1054 -37842 -902 -38744 -38744 ERC credit 900099 414553 414553 Other income 900099 14648 14648 429201 17158040 171583 0 1101976 768609 768609 1706659 1706659 362575 362575 968910 193782 581346 193782 7140345 5833251 449783 857311 707215 584088 35401 87726 563644 423349 64092 76203 22066 10383 1196 10487 19139 19139 8498 8498 1592546 1365308 39261 187977 296517 295914 284 319 476003 184790 26655 264558 582678 421730 119326 41622 1243066 998809 115063 129194 881900 776386 45426 60088 634608 625573 6133 2902 241475 194026 22352 25097 30533 30533 List rental 7319 7319 Property taxes 3804 3057 352 395 18258109 14748289 1564840 1944980 4537405 4533073 11527313 9994313 300000 714553 130275 60337 863217 905172 1537506 1010838 423873 526668 1393588 1254941 45798 7525722 19221469 25514779 507773 733515 1049603 8357006 1557376 9090521 X 15812206 15032156 1851887 1392102 17664093 16424258 19221469 25514779 -1100069 -139766 0 X X 0 1 X 1 0 X 18657386 20646528 17279139 20384734 15884481 92852268 18657386 20646528 17279139 20384734 15884481 92852268 34327243 58525025 328671 400907 355262 379933 711519 2176292 95028560 1001049 0.61590 0.63750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 118423 37 118460 118409 14 118423 118406 3 118409 121646 2 3242 118406 121641 5 121646 0.00000 0.99180 0.00820 0 0 599680 584688 14992 937826 426150 511676 526668 Right-of-use assets - operating lease 7443455 Due from affiliate 82267 7525722 Lease liabilities - operating lease 8225051 Gift annuities 131955 8357006 X 17298523 -139766 288747 148981 17149542 8498 8498 17158040 18538358 288747 288747 18249611 8498 8498 18258109 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 6 Program Services Authorship, Scholarly Peer Review, Participation and Discussion Facilitation Services 5350 Europe (Including Iceland and Greenland) 0 38 Program Services Authorship, Scholarly Peer Review, Speaker, Participation and Discussion Facilitation Services, Data Quality and Research Services 38098 Middle East and North Africa 0 1 Program Services Conference engagement services 500 North America 0 10 Program Services Speaker, Participation and Discussion Facilitation Services 10000 South America 0 1 Program Services Conference engagement services 100 South Asia 0 2 Program Services Conference engagement services 2600 Central America and the Caribbean 0 0 Grants to recipients located in the region 310 East Asia and the Pacific 0 0 Grants to recipients located in the region 33878 Europe 0 0 Grants to recipients located in the region 190740 Middle East and North Africa 0 0 Grants to recipients located in the region 10600 North America 0 0 Grants to recipients located in the region 70222 Russia and Neighboring States 0 0 Grants to recipients located in the region 6500 South America 0 0 Grants to recipients located in the region 23080 South Asia 0 0 Grants to recipients located in the region 27245 0 58 0 0 0 58 90836 328387 419223 Europe - Netherlands Research and education grant 23670 Wire/EFT/Check 0 Europe - Sweden Research and education grant 18000 Wire/EFT/Check 0 East Asia - New Zealand Research and education grant 15000 Wire/EFT/Check 0 3 0 Student development/education grants Central America and the Caribbean 1 310 Wire/EFT/Check 0 Student development/education grants East Asia and the Pacific 10 18878 Wire/EFT/Check 0 Student development/education grants Europe (Including Iceland & Greenland) 41 126358 Wire/EFT/Check 0 Student development/education grants Middle East and North Africa 6 10600 Wire/EFT/Check 0 Student development/education grants North America 17 61422 Wire/EFT/Check 0 Student development/education grants Russia and Neighboring States 3 6500 Wire/EFT/Check 0 Student development/education grants South America 9 23080 Wire/EFT/Check 0 Student development/education grants South Asia 7 22245 Wire/EFT/Check 0 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 tracked and accounted for using the accrual method. Part III Accounting Method: 1 Cornell University 377 Pine Tree Rd Ithaca NY 14850 150532082 501(c)(3) 94000 0 Student development/education grants University of Pennsylvania 3451 Walnut Street 5th Floor Franklin Building Philadelphia PA 19104 231352685 501(c)(3) 82000 0 Student development/education grants Linfield University-McMinnville Campus 900 SE Baker Street McMinnville OR 97128 930391586 501(c)(3) 40000 0 Student development/education grants University of North Carolina at Chapel Hill 104 Airport Drive Campus Box 1220 Chapel Hill NC 275991220 566001393 501(c)(3) 35000 0 Student development/education grants Massachusetts Institute of Technology 77 Massachusetts Ave Cambridge MA 02139 042103594 501(c)(3) 32160 0 Student development/education grants YouGov 999 Main Street Suite 101 Redwood City CA 94063 980547173 31160 0 Student development/education grants Georgia Tech Research Corporation 926 Danley St NW Atlanta GA 30332 580603146 501(c)(3) 25000 0 Student development/education grants Colorado State University-Fort Collins 6003 Campus Delivery 555 S Howes St Fort Collins CO 80523 846000545 501(c)(3) 25000 0 Student development/education grants University of Iowa 105 Jessup Hall Iowa City IA 52242 426004813 501(c)(3) 23750 0 Student development/education grants University of Illinois Urbana-Champaign 506 S Wright Street 209 HAB MC 339 Urbana IL 61801 376000511 501(c)(3) 22000 0 Student development/education grants Columbia University in the City of New York 615 West 131st Street 3rd Fl New York NY 10027 135598093 501(c)(3) 18000 0 Student development/education grants Ohio University Foundation PO Box 869 Athens OH 45701 316402269 501(c)(3) 17500 0 Student development/education grants University of Wisconsin-Madison 21 N Park St Ste 6301 Madison WI 53715 396006492 501(c)(3) 17000 0 Student development/education grants Harvard University 1033 Massachusetts Ave 2nd Floor Cambridge MA 02138 042103580 501(c)(3) 16800 0 Student development/education grants Syracuse University 900 South Crouse Ave Syracuse NY 13244 150532081 501(c)(3) 15600 0 Student development/education grants University of New Orleans Foundation 2021 Lakeshore Drive Suite 420 New Orleans LA 70122 721051326 501(c)(3) 15000 0 Student development/education grants Chapman University One University Drive Orange CA 92866 951643992 501(c)(3) 12500 0 Student development/education grants Arizona State University-Tempe PO BOX 876011 Tempe AZ 852876011 860196696 501(c)(3) 12500 0 Student development/education grants The Regents of the University of Colorado 1800 Grant Street Suite 600 Denver CO 80203 846000555 501(c)(3) 12000 0 Student development/education grants Texas A&M University TAMU 6000 College Station TX 77843 746000531 501(c)(3) 11700 0 Student development/education grants Research Foundation of the City University of New York 230 West 41st Street 7th Flr New York NY 10036 131988190 501(c)(3) 10000 0 Student development/education grants Arizona State University Foundation PO Box 2260 Tempe AZ 85280 866051042 501(c)(3) 10000 0 Student development/education grants Duke University 324 Blackwell St Washing BLDG N Durham NC 27701 560532129 501(c)(3) 9847 0 Student development/education grants Regents of the University of Michigan 5082 Wolverine Tower 3003 South State Street Ann Arbor MI 48109 386006309 501(c)(3) 9825 0 Student development/education grants University of Missouri-Columbia 601 Turner Avenue Garage Room 201 Columbia MI 65211 266440629 501(c)(3) 8360 0 Student development/education grants Center for Constitutional Studies at Utah Valley University 800 W University Parkway Orem UT 84058 870036944 501(c)(3) 7000 0 Student development/education grants Institute for International Economic Policy 45155 Research Place Suite 260 Ashburn VA 20147 530196584 501(c)(3) 6726 0 Student development/education grants University of Wisconsin-Eau Claire 127 Roosevelt Ave PO Box 1208 EAU CLAIRE WI 540721208 390972350 501(c)(3) 6400 0 Student development/education grants Western Kentucky University 1906 College Heights Blvd 11026 Bowling Green KY 42101 616055628 501(c)(3) 6000 0 Student development/education grants Purdue University-Main Campus 2550 Northwestern Ave Suite 1100 West Lafayette IN 47906 356002041 501(c)(3) 5400 0 Student development/education grants Creighton University 2500 California Plaza Omaha NE 68178 470376583 501(c)(3) 5180 0 Student development/education grants 30 1 Scholarships for qualified education expenses 1 10000 0 N/A N/A Student development/education grants 448 1696659 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 325450 0 160000 0 0 0 0 0 29251 0 514701 0 0 0 Courtney Derr Chief Operating Officer 194950 0 75000 0 0 0 0 0 28503 0 298453 0 0 0 Kyle Hartz Managing Dir. of Info and Community 156716 0 75000 0 0 0 0 0 23702 0 255418 0 0 0 Christopher Grozev Director of Major and Planned Giving 156775 0 35500 0 0 0 0 0 26103 0 218378 0 0 0 Sarah Straw Chief of Programs and Operations 137091 0 30000 0 0 0 0 0 23701 0 190792 0 0 0 Shane Courtland Managing Director Academic Relations 129875 0 30000 0 0 0 0 0 25501 0 185376 0 0 0 Amanda Brand Managing Director Human Resources 113408 0 30000 0 0 0 0 0 7351 0 150759 0 0 0 X 3 28967 Fair Market Value 0 0 0 Form 990, Part VI, Section B, line 11b Draft 990 is prepared by the independent accountants and provided to the Vice Chairman of the Board for review prior to filing. Form 990, Part VI, Section B, line 12c Conflicts and potential conflicts of interest are described in the Institute's Employee Manual, which is distributed to all employees. Disclosure is required contemporaneously with any potential conflicts and employees are regularly reminded of the obligation. The Board of Directors will review any conflicts and take necessary action. Form 990, Part VI, Section B, line 15 Compensation for officers is set annually by the Executive Committee of the Board of Directors. Management provides the Committee with comparability data to consider in their review of compensation. The Chairman of the Executive Commitee of the Board of Directors communicates to Management in writing with the decisions of the Committee on officer compensation. Form 990, Part VI, Section C, line 19 The Institute's financial statements and governing documents are available upon request to those deemed to have bona fide business purpose which advances the exempt purpose of the organization. Form 990, Part 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 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.