2023-02-27T08:35:18-06:00 2022-08-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2021-09-01 941623852 Institute for Humane Studies INST 7039934880 3434 Washington Blvd MS 1C5 Arlington VA 222014508 Gary Leff Treasurer 7039934880 2023-02-25 1 Gary Leff XXX-XX-XXXX Lori A Collingsworth P00639819 7038930300 2023-02-23 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z Gary Leff 3434 Washington Blvd MS 1C5 Arlington VA 222014508 21439050 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. 10 10 102 0 0 0 17279139 20384734 43554 128767 96886 63392 286849 305496 17706428 20882389 405354 1616923 0 0 9884759 8970473 0 0 1705298 6219522 6480406 16509635 17067802 1196793 3814587 15952921 19221469 1700104 1557376 14252817 17664093 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 3918329 271866 30000 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. 3570342 1036491 88500 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. 2260983 227384 5267 Faculty Support Programs: The Institute's faculty-support programs work to help faculty who are engaged with ideas in the classical liberal intellectual tradition to improve the reach and effectiveness of their teaching, research, and campus activities. It accomplishes this through support for on-campus events, academic research seminars, discussion colloquia, workshops, grants, and networking at academic conferences. 1543537 80 5000 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. 1520995 66014 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. 859039 15078 Academic Career Development and Placement: The Institute's academic career development programs provide resources, funding support, and connections to graduate students working within the liberal tradition. These programs help students across a variety of humane disciplines maximize their research productivity, prepare for the academic job market, and engage with established scholars in their fields to build their research networks. 198654 10 Student Education and Outreach Programs: The Institute's student educational programs work to inspire and educate a wide range of young people with ideas in the classical liberal intellectual tradition, encourage interested students to learn more, and identify and evaluate students who have the potential to make scholarly contributions to a free and open society. The Institute accomplishes this through intensive weekend and multi-day seminars, on-campus programs such as discussion colloquia and guest lectures co-sponsored with local faculty, and production and marketing of short educational videos. 4122225 81182 5000 13871879 1 1 0 0 0 0 0 0 0 1 1 0 0 0 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 1 652 0 1 102 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 10 10 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 OK OR PA RI SC TN UT VA X Gary Leff Treasurer 7039934880 3434 Washington Blvd MS 1C5 Arlington VA 222014508 James Arthur Pope Chairman 1.00 X X 0 0 0 Tyler Cowen Vice Chairman 1.00 X X 0 0 0 David Humphreys Director 1.00 X 0 0 0 Scott Beaulier Director 1.00 X 0 0 0 Chris Rufer Director 1.00 X 0 0 0 Christopher Coyne Director 1.00 X 0 0 0 Todd Zywicki Director 1.00 X 0 0 0 Brian Hooks Director 1.00 X 0 0 0 Ryan Stowers Director 1.00 X 0 0 0 Virgil Storr Director 1.00 X 0 0 0 Emily Chamlee-Wright President and CEO 40.00 X 464300 0 29193 Gary Leff Chief Financial Officer 10.00 X 91337 0 9472 Todd Hathaway Chief Operating Officer 40.00 X 260000 0 23493 Courtney Derr Chief Operating Officer 40.00 X 204139 0 29348 Kurt Kehl Managing Dir. Comm. and Marketing 40.00 X 175495 0 25520 Kyle Hartz Managing Dir. of Info and Community Str 40.00 X 168131 0 23648 Shane Courtland Managing Dir. of Academic Relations 40.00 X 152236 0 25293 Christopher Grozev Director of Major and Planned Giving 40.00 X 141886 0 26143 Amanda Brand Managing Director of HR 40.00 X 156158 0 8864 Ronald Thevenot Former Executive Director (6/30/21) 21.67 X 183550 0 18198 1997232 0 219172 19 1 1 0 Morgan Meredith & Associates 22780 Indian Creek Drive Suite 100 Dulles VA 20166 Direct mail marketing services 166336 Carnegie Dartlet LLC 210 Littleton Road Ste 100 Westford MA 01886 Digital advertising 112421 SalesforceCOM 415 Mission Street 3rd Floor San Francisco CA 94105 Cloud-based online software services 105530 Resource Connection Inc 4800 Cox Rd Suite 100 Glen Allen VA 23060 Digital product consulting services 105498 4 20384734 201273 20384734 Educational programs 611710 128767 128767 128767 74918 74918 305015 0 305015 305015 305015 545135 539713 16948 5422 -16948 -11526 -11526 Other income 900099 481 481 481 20882389 128767 0 368888 X 503850 503850 906548 906548 206525 206525 992097 198419 595259 198419 6815833 5635297 369906 810630 625753 525553 36971 63229 536790 406575 61211 69004 16632 3902 459 12271 18344 18344 10590 10590 2445396 2245128 50510 149758 267350 267350 463209 239071 33449 190689 510326 362083 109428 38815 1280466 1034520 121625 124321 656117 614665 31716 9736 547959 542343 3430 2186 220300 177986 20925 21389 26559 26559 List rental 14603 14603 Property taxes 2555 2064 243 248 17067802 13871879 1490625 1705298 1927533 4537405 10342903 11527313 550000 300000 25801 130275 974590 863217 1233906 810033 366398 423873 1765696 1393588 0 45798 15952921 19221469 484640 507773 2000 1213464 1049603 1700104 1557376 X 13053998 15812206 1198819 1851887 14252817 17664093 15952921 19221469 3814587 -403311 0 X X 0 1 X 1 0 X 18303198 18657386 20646528 17279139 20384734 95270985 18303198 18657386 20646528 17279139 20384734 95270985 33538079 61732906 98998 328671 400907 355262 379933 1563771 96834756 697290 0.63750 0.63080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 118409 14 118423 118406 3 118409 121646 2 3242 118406 121641 5 121646 121338 303 121641 0.00000 0.99220 0.00780 0 0 596091 487967 108124 637815 322066 315749 423873 Gift annuities 131955 Deferred rent 917648 1049603 X 20787047 -403311 318559 -84752 20871799 10590 10590 20882389 17375771 318559 318559 17057212 10590 10590 17067802 Part V, Line 4: Permanently restricted endowments consist of funds contributed to the Ronald J. Berkheimer and Estelle C. Berkheimer Endowment Fund. Earnings from this fund in excess of required increases to the corpus can be used to support the study of market economics. Temporarily restricted endowment earnings can be used to fund the Institute's general programs. Part X, Line 2: Management evaluated the Institute's tax positions and concluded that the financial statements do not include any uncertain tax positions. 1 Central America and the Caribbean 0 1 Program Services Data Quality and Research Services 1900 East Asia and the Pacific 0 0 Grants to recipients located in the region Educational programs 35050 Europe (Including Iceland & Greenland) 0 0 Grants to recipients located in the region Educational programs 82100 Middle East and North Africa 0 0 Grants to recipients located in the region Educational programs 9000 North America 0 0 Grants to recipients located in the region Educational programs 52875 Russia and Neighboring States 0 0 Grants to recipients located in the region Educational programs 7750 South America 0 0 Grants to recipients located in the region Educational programs 11750 South Asia 0 0 Grants to recipients located in the region Educational programs 3000 Sub-Saharan Africa 0 0 Grants to recipients located in the region Educational programs 5000 0 1 0 0 0 1 203425 5000 208425 North America Student development/education grants 17875 Wire/EFT/Check 0 Europe (Including Iceland & Greenland) Student development/education grants 15000 Wire/EFT/Check 0 1 1 Student development/education grants Russia and Neighboring States 1 750 Wire/EFT/Check 0 N/A N/A Student development/education grants East Asia and the Pacific 1 2000 Wire/EFT/Check 0 N/A N/A Student development/education grants South America 1 500 Wire/EFT/Check 0 N/A N/A Student development/education grants East Asia and the Pacific 1 300 Wire/EFT/Check 0 N/A N/A Student development/education grants East Asia and the Pacific 2 9000 Wire/EFT/Check 0 N/A N/A Student development/education grants South America 2 8000 Wire/EFT/Check 0 N/A N/A Student development/education grants South Asia 1 3000 Wire/EFT/Check 0 N/A N/A Student development/education grants Russia and Neighboring States 1 7000 Wire/EFT/Check 0 N/A N/A Student development/education grants Middle East and North Africa 1 3000 Wire/EFT/Check 0 N/A N/A Student development/education grants Sub-Saharan Africa 1 5000 Wire/EFT/Check 0 N/A N/A Student development/education grants Europe (Including Iceland & Greenland) 4 3500 Wire/EFT/Check 0 N/A N/A Student development/education grants South America 2 3250 Wire/EFT/Check 0 N/A N/A Student development/education grants Europe (Including Iceland & Greenland) 2 6000 Wire/EFT/Check 0 N/A N/A Student development/education grants Europe (Including Iceland & Greenland) 1 4000 Wire/EFT/Check 0 N/A N/A Student development/education grants Europe (Including Iceland & Greenland) 11 32750 Wire/EFT/Check 0 N/A N/A Student development/education grants North America 7 31000 Wire/EFT/Check 0 N/A N/A Student development/education grants Middle East and North Africa 1 6000 Wire/EFT/Check 0 N/A N/A Student development/education grants East Asia and the Pacific 9 23750 Wire/EFT/Check 0 N/A N/A 0 0 0 0 0 0 Part I, Line 2: Grants are made to students pursuing academic degrees. In addition to substantial application materials, students must submit proof of enrollment in their institutions to substantiate that funds are being used for qualified educational expenses. Part I, line 3: Foreign expenditures are tracked and accounted for using the accrual method. Part III Accounting Method: 1 Arizona State University Foundation PO Box 2260 Tempe AZ 85280 866051042 501(c)(3) 15100 0 N/A N/A Student development/education grants Assumption University 500 Salisbury Street Worcester MA 01609 042105776 501(c)(3) 24500 0 N/A N/A Student development/education grants Ave Maria University 5050 Ave Maria Blvd Ave Maria FL 34142 030482006 501(c)(3) 20000 0 N/A N/A Student development/education grants Ball State University Foundation 2800 W Bethel Avenue Muncie IN 47304 356024566 501(c)(3) 9500 0 N/A N/A Student development/education grants Case Western Reserve University 10900 Euclid Avenue Cleveland OH 44106 341018992 501(c)(3) 9000 0 N/A N/A Student development/education grants Chapman University One University Drive Orange CA 92866 951643992 501(c)(3) 17500 0 N/A N/A Student development/education grants George Mason University Foundation Inc 4400 University Dr MSN 1A3 Fairfax VA 22030 541603842 501(c)(3) 7400 0 N/A N/A Student development/education grants Georgetown University 37th and O Streets NW Box 571173 Washington SC 20057 530196603 501(c)(3) 26500 0 N/A N/A Student development/education grants Indiana University 400 E 7th Street Bloomington IN 47405 356001673 501(c)(3) 25000 0 N/A N/A Student development/education grants New Orleans Institute of Philosophy Politics and Economics 701 Poydras St Suite 4500 New Orleans LA 70139 463643028 501(c)(3) 20000 0 N/A N/A Student development/education grants North Dakota State University-Main Campus NDSU Dept 3100 PO Box 6050 Fargo ND 58108 456002439 501(c)(3) 17300 0 N/A N/A Student development/education grants Northwestern University 633 Clark St Evanston IL 60208 362167817 501(c)(3) 15000 0 N/A N/A Student development/education grants Ohio University Foundation PO Box 869 Athens OH 45701 316402269 501(c)(3) 17500 0 N/A N/A Student development/education grants Rochester Institute of Technology 7 Lomb Memorial Drive Rochester NY 14623 160743140 501(c)(3) 50000 0 N/A N/A Student development/education grants Saint Mary's College of California 1928 Saint Marys Road Morage CA 94575 941156599 501(c)(3) 12000 0 N/A N/A Student development/education grants The Institute for Political History 4242 N 56th Street Phoenix AZ 85018 431885939 501(c)(3) 15000 0 N/A N/A Student development/education grants The Texas A&M University-Fort Worth Texas AM University of Law 1515 Commerce Street Forth Worth TX 76102 746000531 115 10000 0 N/A N/A Student development/education grants University of Arkansas PO Box 1404 Fayetteville AR 72702 716003252 115 9000 0 N/A N/A Student development/education grants University of North Carolina at Chapel Hill 104 Airport Drive Suite 2200 Chapel Hill NC 275993265 566001393 501(c)(3) 8000 0 N/A N/A Student development/education grants University of Pennsylvania 3451 Walnut Street Room 329 Philadelphia PA 191046284 231352685 501(c)(3) 25000 0 N/A N/A Student development/education grants University of Pittsburgh-Pittsburgh Campus 116 Atwood St Ste 201 Pittsburgh PA 16260 250965591 501(c)(3) 23900 0 N/A N/A Student development/education grants University of South Carolina-Columbia 1600 Hampton Street Controllers Office 6th Floor Columbia SC 29208 576001153 501(c)(3) 7000 0 N/A N/A Student development/education grants West Virginia University One Waterfront Place PO Box 6005 Morgantown WV 26506 550665758 501(c)(3) 38000 0 N/A N/A Student development/education grants 23 0 Scholarships for qualified education expenses 5 20500 0 N/A N/A Student development/education grants 213 886048 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 1 0 0 0 0 0 0 0 0 Emily Chamlee-Wright President and CEO 319300 0 145000 0 0 0 0 0 29193 0 493493 0 0 0 Todd Hathaway Chief Operating Officer 195000 0 65000 0 0 0 0 0 23493 0 283493 0 0 0 Courtney Derr Chief Operating Officer 154139 0 50000 0 0 0 0 0 29348 0 233487 0 0 0 Ronald Thevenot Former Executive Director (6/30/21) 88550 0 0 0 95000 0 0 0 18198 0 201748 0 0 0 Kurt Kehl Managing Dir. Comm. and Marketing 150495 0 25000 0 0 0 0 0 25520 0 201015 0 0 0 Kyle Hartz Managing Dir. of Info and Community 148131 0 20000 0 0 0 0 0 23648 0 191779 0 0 0 Shane Courtland Managing Dir. of Academic Relations 127236 0 25000 0 0 0 0 0 25293 0 177529 0 0 0 Christopher Grozev Director of Major and Planned Giving 126386 0 15500 0 0 0 0 0 26143 0 168029 0 0 0 Amanda Brand Managing Director of HR 136158 0 20000 0 0 0 0 0 8864 0 165022 0 0 0 Part I, Line 4a A payment to Ronald Thevenot is reported in Schedule J, Part II, Column (B)(iii). X 8 201273 Fair Market Value 0 0 0 Form 990, Part VI, Section B, line 11b Draft 990 is prepared by the independent accountants and provided to the Vice Chairman of the Board for review prior to filing. Form 990, Part VI, Section B, line 12c Conflicts and potential conflicts of interest are described in the Institute's Employee Manual, which is distributed to all employees. Disclosure is required contemporaneously with any potential conflicts and employees are regularly reminded of the obligation. The Board of Directors will review any conflicts and take necessary action. Form 990, Part VI, Section B, line 15 Compensation for officers is set annually by the Executive Committee of the Board of Directors. Management provides the Committee with comparability data to consider in their review of compensation. The Chairman of the Executive Commitee of the Board of Directors communicates to Management in writing with the decisions of the Committee on officer compensation. Form 990, Part VI, Section C, line 19 The Institute's financial statements and governing documents are available upon request to those deemed to have bona fide business purpose which advances the exempt purpose of the organization. Form 990, Part IX, line 11g General contract services: Program service expenses 664,106. Management and general expenses 50,367. Fundraising expenses 146,249. Total expenses 860,722. Photography, Production & Film: Program service expenses 65,430. Management and general expenses 0. Fundraising expenses 2,363. Total expenses 67,793. Fellowships and grants: Program service expenses 1,515,592. Management and general expenses 143. Fundraising expenses 1,146. Total expenses 1,516,881. 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 1 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.