2020-06-12T13:46:45-05:00 2019-12-31 541029635 THOMPSON GREENSPON 4035 RIDGE TOP RD SUITE 700 FAIRFAX VA 22030 990 2019-01-01 131945157 HUDSON INSTITUTE INC HUDS 2029742400 1201 PENNSYLVANIA AVE NW NO 400 WASHINGTON DC 20004 JOHN P WALTERS CHIEF OPERATING OFFICER 2029742400 2020-05-20 1 NATALIE R ANZZOLIN CPA P01329867 7033858888 98.172.30.73 2020-05-20 09:31:54 ED P D1DEBEF34B05872E44DC3374B4329CE0262CB407 D1DEBEF34B05872E44DC3374B4329CE0262CB407 2019 2020-09-23 17:36:50Z KENNETH R WEINSTEIN 1201 PENNSYLVANIA AVE NW NO 400 WASHINGTON DC 20004 60711844 0 X WWW.HUDSON.ORG X 1961 NY HUDSON INSTITUTE IS AN INDEPENDENT RESEARCH ORGANIZATION PROMOTING STRONG AND ENGAGED U.S. INTERNATIONAL LEADERSHIP IN PARTNERSHIP WITH OUR ALLIES. 13 12 70 173 0 0 15317272 45156168 602452 1240626 1849966 2645404 -191470 -283495 17578220 48758703 0 0 0 0 7996771 9728433 257680 345958 1867343 8065146 8201133 16319597 18275524 1258623 30483179 40281522 78623529 4034282 4143057 36247240 74480472 HUDSON INSTITUTE'S MISSION IS PRIMARILY TO PROMOTE AMERICAN LEADERSHIP AND GLOBAL ENGAGEMENT FOR A SECURE, FREE, AND PROSPEROUS FUTURE. 0 0 10642457 7987222 TO PROMOTE THE DISCUSSION AND EXCHANGE OF IDEAS ON ISSUESRELATED TO NATIONAL SECURITY, HUMAN RIGHTS, AND FOREIGN POLICY. (PLEASE SEE WWW.HUDSON.ORG FOR ADDITIONAL INFORMATION). 3251896 1781393 TO PROMOTE THE DISCUSSION AND EXCHANGE OF IDEAS ON ISSUES RELATED TO ECONOMICS AND DOMESTIC POLICY. (PLEASE SEE WWW.HUDSON.ORG FOR ADDITIONAL INFORMATION). 13894353 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 1 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 145 0 70 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 12 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AR CA CO CT DC FL GA HI IL KS KY ME MD MA MI MN MS ND NH NJ NM NY NC OH OK OR PA RI SC TN UT VA WA WV WI NV X KENNETH WEINSTEIN 2029742400 1201 PENNSYLVANIA AVE NW SUITE 400 WASHINGTON DC 20004 SARAH MAY STERN CHAIRMAN 8.00 X 0 0 0 WALTER P STERN CHAIRMAN EMERITUS 1.00 X 0 0 0 MARIE-JOSE KRAVIS VICE CHAIR 1.00 X 0 0 0 THOMAS C BARRY TRUSTEE 1.00 X 0 0 0 LINDEN S BLUE TRUSTEE 1.00 X 0 0 0 RAJEEV CHANDRASEKHAR TRUSTEE 1.00 X 0 0 0 JACK DAVID TRUSTEE 1.00 X 0 0 0 SHINYA KATANOZAKA TRUSTEE 1.00 X 0 0 0 LAURENCE C LEEDS JR TRUSTEE 1.00 X 0 0 0 RUSSELL PENNOYER TRUSTEE 1.00 X 0 0 0 GILBERT SCHARF TRUSTEE 1.00 X 0 0 0 KENNETH R WEINSTEIN PRESIDENT AND CEO 50.00 X X 459612 0 59615 MARGARET WHITEHEAD TRUSTEE 1.00 X 0 0 0 JOHN P WALTERS CHIEF OPERATING OFFICER 50.00 X 425351 0 51465 LEWIS LIBBY SENIOR VICE PRESIDENT 50.00 X 324210 0 58280 ANN MARIE HAUSER VP, PUBLIC AFFAIRS 50.00 X 226209 0 15594 DANIEL MCKIVERGAN VP, GOVERNMENT RELATIONS 50.00 X 220927 0 36873 R BRIAN BLAKE VP, DEVELOPMENT 50.00 X 198205 0 44535 JOEL SCANLON VP, STUDIES 50.00 X 187927 0 26769 STEVE CORDER CHIEF FINANCIAL OFFICER AND TREASURER 50.00 X 182131 0 44178 MATTHEW HUNTER VP, STRATEGIC PARTNERSHIPS 50.00 X 136849 0 8814 VICTORIA MILLER CORPORATE SECRETARY 50.00 X 64406 0 6793 WALTER RUSSELL MEAD DISTINGUISHED FELLOW 50.00 X 313405 0 38097 ARTHUR HERMAN SENIOR FELLOW 50.00 X 277130 0 44351 MICHAEL DORAN SENIOR FELLOW 50.00 X 268725 0 48979 RICHARD WEITZ DIR. CTR FOR POLITICAL-MILITARY ANALYSIS 50.00 X 233495 0 30708 HILLEL FRADKIN SENIOR FELLOW 50.00 X 215870 0 47162 3734452 0 562213 29 0 1 0 DRAGOON STRATEGIES 223 HANOVER ROAD PHOENIXVILLE PA 19460 CONSULTANT 145833 MARKETING VENTURES OF AMERICA INC 97501 FRANKLIN RIDGE SUITE 100 CHAPEL HILL NC 27517 CONSULTANT 136160 IRWIN M STELZER ASSOCIATES INC 314 SOUTH MILL ASPEN CO 81611 CONSULTANT 125883 SCOUT STRATEGY GROUP LLC 106 SPECTACLE LANE WILTON CT 06897 CONSULTANT 120000 WILLIAM SCHNEIDER ASSOCIATES INC 2400 CHERRY CREEK SOUTH DRIVE UNIT DENVER CO 80209 CONSULTANT 116667 10 1199095 43957073 16593861 45156168 INDEPENDENT RESEARCH 541900 1240626 1240626 1240626 2011306 2011306 143 143 12241281 11607183 634098 634098 634098 62320 1199095 345958 -283638 -283638 48758703 1240626 0 2361909 X 2778739 2184985 351708 242046 5715652 4494029 723624 497999 305814 240331 38789 26694 450761 354241 57173 39347 477467 375228 60561 41678 165629 165629 58947 58947 345958 345958 26051 1 6045 20005 3075411 2886781 129742 58888 236599 20950 158490 57159 285723 80996 200985 3742 2437084 1915132 307506 214446 1021576 763701 29079 228796 242828 197966 44862 216937 19209 145319 52409 57915 45540 7330 5045 PRINTING AND PUBLICATIO 155219 129107 12511 13601 PHOTOGRAPHY AND MEDIA P 145152 120734 11699 12719 OTHER 76062 65422 3829 6811 18275524 13894353 2513828 1867343 3411 3109 3104466 2063795 373214 5910987 19200 840889 24169 60284 2989859 1025912 1396560 1963947 35360502 67780518 40281522 78623529 3001194 3151229 1033088 991828 4034282 4143057 X 31901961 63325124 4345279 11155348 36247240 74480472 40281522 78623529 X 30483179 7752453 -2400 X X 0 1 X 1 0 X 18036772 7209307 17948431 15317272 45156168 103667950 18036772 7209307 17948431 15317272 45156168 103667950 46147812 57520138 1999952 1142457 1151013 1419477 2011449 7724348 180 180 111392478 4524657 0.51640 0.57910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 33238105 22739319 9537953 1662000 63853377 38344309 380172 -3566376 1920000 33238105 30285409 6085299 3487601 1514000 38344309 27745163 41576 4025670 1527000 30285409 23135957 8094837 -2188833 1296798 27745163 0.91000 0.09000 0 0 1956273 384758 1571515 1033586 641154 392432 1963947 X 56831062 7752453 7752453 49078609 26052 -345958 -319906 48758703 18597830 348358 348358 18249472 26052 26052 18275524 PART V, LINE 4: HUDSON USES ITS ENDOWMENT FUNDS AND QUASI-ENDOWMENT (OR BOARD-DESIGNATED) FUNDS TO PROVIDE A PREDICTABLE STREAM OF REVENUE FOR OPERATIONS WHILE SEEKING TO MAINTAIN AND EXPAND THE PRINCIPAL. PART X, LINE 2: THE INSTITUTE HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. NO INTEREST AND PENALTIES HAVE BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS RELATED TO UNCERTAIN TAX POSITIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING DINNER EXPENSES NETTED AGAINST REVENUES -345,958. PART XII, LINE 2D - OTHER ADJUSTMENTS: UNCOLLECTIBLE PRIOR YEAR PLEDGES 2,400. FUNDRAISING DINNER EXPENSES NETTED AGAINST REVENUES 345,958. X X X X X X X 1 AMERICAN PHILANTHROPIC 18 N CHURCH STREET 2 WEST CHESTER PA 19380 FUNDRAISING CONSULTING 0 0 0 60000 DAVID THOMAS ROMLEY 16802 BAYWATCH COURT CORNELIUS NC 28031 FUNDRAISING CONSULTING 0 0 0 90000 MARK STRATEGIES 15 WEST OAK STREET ALEXANDRIA VA 22301 FUNDRAISING CONSULTING 0 0 0 40000 190000 AL AR CA CO CT DC FL GA IL KS KY MD MA MI MN MS NV NH NJ NM NC NY OH OK OR PA SC TN UT VA WA WI WV AK HI ME ND RI HERMAN KAHN AWARDS DINNER 1207665 1165545 42120 148127 143267 CA STUDY TOUR 53750 33550 20200 18645 35919 1261415 1199095 62320 166772 179186 345958 -283638 SCHEDULE G, PART I, LINE 2B, COLUMN (V) AMERICAN PHILANTHROPIC, DAVID ROMLEY AND MARK STRATEGIES ASSIST WITH PERFORMING BACK-OFFICE FUNDRAISING FUNCTIONS AND NO DIRECT GROSS RECEIPTS ARE ATTRIBUTABLE. X X X 0 0 0 0 0 0 0 1 0 KENNETH R WEINSTEIN PRESIDENT AND CEO 414612 0 45000 0 0 0 22400 0 37215 0 519227 0 0 0 JOHN P WALTERS CHIEF OPERATING OFFICER 400351 0 25000 0 0 0 20809 0 30656 0 476816 0 0 0 LEWIS LIBBY SENIOR VICE PRESIDENT 322210 0 2000 0 0 0 22400 0 35880 0 382490 0 0 0 ANN MARIE HAUSER VP, PUBLIC AFFAIRS 226209 0 0 0 0 0 4917 0 10677 0 241803 0 0 0 DANIEL MCKIVERGAN VP, GOVERNMENT RELATIONS 220927 0 0 0 0 0 14400 0 22473 0 257800 0 0 0 R BRIAN BLAKE VP, DEVELOPMENT 198205 0 0 0 0 0 16800 0 27735 0 242740 0 0 0 JOEL SCANLON VP, STUDIES 187927 0 0 0 0 0 15467 0 11302 0 214696 0 0 0 STEVE CORDER CHIEF FINANCIAL OFFICER AND TREASURE 182131 0 0 0 0 0 16467 0 27711 0 226309 0 0 0 WALTER RUSSELL MEAD DISTINGUISHED FELLOW 313405 0 0 0 0 0 22400 0 15697 0 351502 0 0 0 ARTHUR HERMAN SENIOR FELLOW 277130 0 0 0 0 0 20700 0 23651 0 321481 0 0 0 MICHAEL DORAN SENIOR FELLOW 263725 0 5000 0 0 0 20370 0 28609 0 317704 0 0 0 RICHARD WEITZ DIR. CTR FOR POLITICAL-MILITARY ANA 233495 0 0 0 0 0 18932 0 11776 0 264203 0 0 0 HILLEL FRADKIN SENIOR FELLOW 215870 0 0 0 0 0 18000 0 29162 0 263032 0 0 0 PART I, LINE 7 THE COMPENSATION COMMITTEE OF THE BOARD DETERMINES THE AMOUNTS OF THE BONUSES GIVEN EACH YEAR. X 10 16593861 STOCK QUOTE 0 0 1 PART I, LINE 32B: WELLS FARGO AND MORGAN STANLEY SELL NON-CASH CONTRIBUTIONS OF PUBLICLY TRADED STOCK FOR HUDSON. FORM 990, PART VI, SECTION A, LINE 2 SARAH MAY STERN AND WALTER STERN HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED IN DETAIL BY THE AUDIT AND RISK COMMITTEE, THE PRESIDENT, COO, AND CFO, AND IT IS ALSO PROVIDED TO THE FULL BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS ALL MEMBERS OF THE BOARD AND ALL OFFICERS. COMPLIANCE WITH THE POLICY IS MONITORED BY THE CORPORATE SECRETARY WHO MAINTAINS THE DISCLOSURE FORMS. EACH YEAR, TRUSTEES AND CORPORATE OFFICERS ARE REQUIRED TO FILL OUT ANNUAL DISCLOSURE FORMS THAT ARE DESIGNED TO ELICIT POTENTIAL CONFLICTS OF INTEREST THAT MAY ARISE THROUGH DEALINGS OR RELATIONSHIPS WITH STAFF MEMBERS, TRUSTEES OR INSTITUTE VENDORS. THESE DISCLOSURES ARE REVIEWED BY THE CORPORATE SECRETARY, THE INSTITUTE PRESIDENT AND THE CHAIRMAN OF THE BOARD. THE BOARD CHAIRMAN REVIEWS EACH TRANSACTION TO COME BEFORE THE BOARD FOR POTENTIAL OR ACTUAL CONFLICTS OF INTEREST. BOARD MEMBERS ARE ASKED TO RECUSE THEMSELVES FROM ANY VOTES THAT MAY ENTAIL A CONFLICT OF INTEREST. ANY IDENTIFIED CONFLICTS OF INTEREST AND APPROPRIATE RECUSALS ARE DOCUMENTED IN THE MINUTES OF EACH BOARD OR COMMITTEE MEETING. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION OF ALL OFFICERS AND KEY EMPLOYEES INCLUDES A REVIEW AND APPROVAL BY INDEPENDENT MEMBERS OF THE COMPENSATION COMMITTEE. COMPARABILITY DATA USED IN THE REVIEW PROCESS IS OBTAINED FROM THE FORM 990 OF OTHER ORGANIZATIONS. THE DELIBERATIONS AND DECISIONS ARE DOCUMENTED IN THE MINUTES OF THE BOARD. THE COMPENSATION DETERMINATION PROCESS IS PERFORMED ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANTS/SUBCONTRACTORS : PROGRAM SERVICE EXPENSES 2,886,781. MANAGEMENT AND GENERAL EXPENSES 129,742. FUNDRAISING EXPENSES 58,888. TOTAL EXPENSES 3,075,411. FORM 990, PART XI, LINE 9: UNCOLLECTIBLE PRIOR YEAR PLEDGES -2,400. FORM 990 PART XII LINE 2C THE PROCESS HAS NOT CHANGED. HUDSON ANALYTICAL SERVICES INC 1201 PENNSYLVANIA AVE NW NO400 WASHINGTON DC 20004 351645201 RESEARCH NY C 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0