2019-08-28T10:54:04-05:00 2017-12-31 521022232 SNYDER COHN PC 11200 ROCKVILLE PIKE SUITE 415 NORTH BETHESDA MD 20852 990 2017-01-01 520788947 INSTITUTE FOR POLICY STUDIES INST 2022349382 1301 CONNECTICUT AVENUE NW NO 600 WASHINGTON DC 20036 JOHN CAVANAGH DIRECTOR 2022349382 2019-08-23 1 KEITH JENNINGS P01319883 3016526700 207.87.50.194 2019-08-23 08:36:40 ED P DA105CA3E8F630FD265AC49694D59010935F248A BACCAC4079A11146C2B50B678C48A25305F86DB5 2017 2019-02-21 02:37:17Z JOHN CAVANAGH 1301 CONNECTICUT AVENUE NW NO 600 WASHINGTON DC 20036 5246979 0 X WWW.IPS-DC.ORG X 1962 DC STRENGTHEN SOCIAL MOVEMENTS WITH INDEPENDENT RESEARCH AND VISIONARY THINKING. 18 16 57 67 0 0 5024377 4430459 59489 5346 133348 424802 56351 93295 5273565 4953902 74750 109382 0 0 2045497 2139953 0 0 310444 1769524 2020268 3889771 4269603 1383794 684299 6190373 7448188 536070 1001530 5654303 6446658 X THE INSTITUTE FOR POLICY STUDIES (THE INSTITUTE) IS A 55-YEAR-OLD ORGANIZATION THAT TRANSFORMS IDEAS INTO ACTION FOR PEACE, JUSTICE, AND THE ENVIRONMENT. THE INSTITUTE'S RESEARCHERS STRENGTHEN SOCIAL MOVEMENTS WITH INDEPENDENT RESEARCH, VISIONARY THINKING, AND LINKS TO THE GRASSROOTS, SCHOLARS, AND ELECTED OFFICIALS. THE INSTITUTE EMPOWERS PEOPLE TO BUILD HEALTHY AND DEMOCRATIC COMMUNITIES LOCALLY, IN THE UNITED STATES, AND IN THE WORLD. COMBINING RESEARCH, ADVOCACY, EDUCATION, AND ORGANIZING, THE INSTITUTE WORKS ACROSS DISCIPLINES, BRINGING TOGETHER CREATIVE MINDS FROM VARIED BACKGROUNDS TO PROVIDE INFORMATION, ANALYSIS, AND ACTION FOR SOCIAL CHANGE. 0 0 1043667 7625 NEW ECONOMY - THE INSTITUTE HAS BEEN A LEADER IN STRENGTHENING CITIZEN RESPONSES TO THE GLOBAL ECONOMY THROUGH RESEARCH, WRITING, FILM, EDUCATION, AND COALITION BUILDING. THE PROJECT HAS PRODUCED DOZENS OF BOOKS, ARTICLES, FILMS, AND EDUCATIONAL MATERIALS. 704701 15000 COMMON SECURITY - THE INSTITUTE DEVELOPED AND PROMOTED AN ALTERNATIVE APPROACH TO SETTING NATIONAL SECURITY PRIORITIES WITH ITS UNIFIED SECURITY BUDGET AND CLIMATE SECURITY BUDGETS. THE INSTITUTE'S RECOMMENDATIONS EMPHASIZED NON-MILITARY SOLUTIONS TO THE CORE SECURITY CHALLENGES OF CLIMATE CHANGE, GLOBAL POVERTY, TERRORISM AND REGIONAL WARS. THE INSTITUTE TOOK THIS CONVERSATION TO THE LOCAL LEVEL BY EDUCATING LOCALLY ELECTED OFFICIALS ABOUT THIS APPROACH AND HELPING THEM TO START DIALOLUGES IN THEIR COMMUNITIES ABOUT THESE ISSUES. NUMEROUS REPORTS AND A BOOK ON THE WAR IN AFGHANISTAN WERE ALSO PRODUCED. 1144462 655706 AFFILIATE - THE ECONOMIC HARDSHIP REPORTING PROJECT - THE ECONOMIC HARDSHIP REPORTING PROJECT (EHRP) IS A FISCALLY-SPONSORED PROJECT OF THE INSTITUTE DEVOTED TO IMMERSIVE JOURNALISM ABOUT ECONOMIC STRUGGLE. EHRP SUPPORTS ARTICLES, PHOTOGRAPHY, AUDIO AND VIDEO, AND SEEKS TO COMMISSION PIECES FROM JOURNALISTS WHO ARE FINANCIALLY ON THE EDGE AND CAN SPEAK FROM THEIR EXPERIENCE. NEW ECONOMY WORKING GROUP - THE INSTITUTE HELPED FOUND THIS COALITION TO PUT FORWARD A BOLD VISION AND IMPLEMENTATION STRATEGY FOR A NEW ECONOMY THAT WORKS FOR PEOPLE AND THE LIVING SYSTEMS ON WHICH THEIR WELL-BEING DEPENDS. THE NEW ECONOMY WORKING GROUP IS NOW HOUSED AT THE NEXT SYSTEMS PROJECT NEW ENGLAND. NEW ECONOMY TRANSITION - NEW ENGLAND NEW ECONOMY TRANSITION IS BASED IN THE BOSTON OFFICE OF THE INSTITUTE. THE PROJECT WORKS TO SPREAD THE WORD ABOUT THE NEW ECONOMY MOVEMENT AND SUPPORT COMMUNITY AND REGIONAL RESILIENCE. 358872 33848 COMMUNICATIONS - INEQUALITY.ORG - INEQUALITY.ORG IS THE PREMIER PORTAL FOR THE PUBLIC AT LARGE, JOURNALISTS, TEACHERS, STUDENTS, ACADEMICS, ACTIVISTS, AND ANY OTHERS SEEKING INFORMATION AND ANALYSIS ON WEALTH AND INCOME INEQUALITY. ULTIMATELY, THE INSTITUTE'S MISSION IS TO CREATE AND CURATE HIGH-QUALITY RESEARCH AND INFORMATION, ALONG WITH COMPELLING STORIES, WITH THE GOAL OF ENDING ECONOMIC INEQUALITY IN THE U.S. AND ABROAD. OTHERWORDS - OTHERWORDS IS A FREE, NON-PROFIT EDITORIAL SERVICE THAT DISTRIBUTES PROGRESSIVE COMMENTARIES TO HEARTLAND NEWSPAPERS ACROSS THE UNITED STATES. FOREIGN POLICY IN FOCUS - FOREIGN POLICY IN FOCUS (FPIF) IS A "THINK TANK WITHOUT WALLS" CONNECTING THE RESEARCH AND ACTION OF MORE THAN 600 SCHOLARS, ADVOCATES, AND ACTIVISTS SEEKING TO MAKE THE UNITED STATES A MORE RESPONSIBLE GLOBAL PARTNER. FPIF PROVIDES TIMELY ANALYSIS OF U.S. FOREIGN POLICY AND INTERNATIONAL AFFAIRS AND RECOMMENDS POLICY ALTERNATIVES. 201783 52909 SPECIAL PROJECTS - THE INSTITUTE NURTURED THE DEVELOPMENT OF SEVERAL PROJECTS WORKING TO BUILD A MORE JUST, PEACEFUL, AND SUSTAINABLE WORLD IN THE U.S. AND AROUND THE GLOBE. 169660 NEXT LEADERS - THE NEXT LEADERS PROGRAM BRINGS IN 10-15 NEXT LEADER INTERNS EACH YEAR FOR 10 WEEK PAID INTERNSHIPS, WITH AN EMPHASIS ON LOW-INCOME STUDENTS AND PEOPLE OF COLOR. 730315 86757 3623145 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 122 0 1 57 1 0 0 0 0 0 0 0 0 0 0 X 18 16 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 NY X X KATHLEEN GASPARD 2022349382 1301 CONNECTICUT AVENUE NW WASHINGTON DC 20036 TOPE FOLARIN CHAIR 0.50 X X 0 0 0 BARBARA EHRENREICH VICE CHAIR 0.50 X X 0 0 0 BURKE STANSBURY TREASURER 0.50 X X 0 0 0 SARA ANDERSON SECRETARY 37.50 X X 68763 0 0 LEWIS STEEL GENERAL COUNSEL 0.50 X X 0 0 0 JOHN CAVANAGH DIRECTOR/FELLOW 37.50 X X 99130 0 0 ROBERT BOROSAGE TRUSTEE 0.50 X 0 0 0 JAMES EARLY TRUSTEE 0.50 X 0 0 0 NOURA ERAKAT TRUSTEE 0.50 X 0 0 0 JODIE EVANS TRUSTEE 0.50 X 0 0 0 SARITA GUPTA TRUSTEE 0.50 X 0 0 0 KATRINA VANDEN HEUVEL TRUSTEE 0.50 X 0 0 0 LAWRENCE JANSS TRUSTEE 0.50 X 0 0 0 KATLEEN MALOY TRUSTEE 0.50 X 0 0 0 HEIDI PELTIER TRUSTEE 0.50 X 0 0 0 ANDY SHALLAL TRUSTEE 0.50 X 0 0 0 MARVIN STENDER TRUSTEE 0.50 X 0 0 0 DANNY GLOVER TRUSTEE 0.50 X 0 0 0 MARCUS RASKIN TRUSTEE/FELLOW 20.00 X 40641 0 0 ETHELBERT MILLER - RESIGNED FORMER BOARD CHAIR 0.50 X 0 0 0 208534 0 0 0 0 0 0 0 23858 4406601 98216 4430459 CONTRACT INCOME 900099 5346 5346 5346 68987 68987 13576 13576 86399 0 86399 86399 86399 607505 251690 355815 355815 355815 41387 23858 41387 0 CHANGE IN VALUE OF SPL 900099 -6680 -6680 -6680 4953902 5346 0 518097 X 99382 99382 10000 10000 208534 141128 9913 57493 1456116 1029215 332160 94741 31029 21932 7078 2019 252939 178783 57699 16457 191335 135240 43646 12449 4946 4946 1156027 1132030 1329 22668 14669 14401 180 88 72734 71065 15 1654 126065 120682 159 5224 368159 366346 1813 108828 102082 2615 4131 13659 8431 1805 3423 3048 3048 60021 60021 13029 11533 1496 BANK FEES 44267 11679 27746 4842 EQUIPMENT RENTAL 9556 6571 2513 472 PROFESSIONAL DEVELOPMEN 8250 5762 2086 402 REPAIRS AND MAINTENANCE 6612 4546 1739 327 10398 152337 -224180 82241 4269603 3623145 336014 310444 1481265 1679630 1835496 1855191 119865 97355 724692 289452 11662 435240 2741697 3379884 388 888 6190373 7448188 82093 133704 0 750 453977 867076 536070 1001530 X 2360551 2494276 3293752 3952382 5654303 6446658 6190373 7448188 684299 108056 0 X X 0 1 X 1 0 X 2759958 6016024 3799890 5024377 4430459 22030708 2759958 6016024 3799890 5024377 4430459 22030708 5707529 16323179 75054 53323 66131 128894 168962 492364 23624 -8735 -6554 -9446 -6680 -7791 22515281 326232 0.72500 0.74020 X 523900 88660 435240 200792 200792 0 435240 DEFERRED RENT 761793 SUBLET SECURITY DEPOSITS 750 ANNUITY PAYMENT LIABILITY 104533 867076 X 5103344 108055 41387 149442 4953902 0 4953902 4310989 41387 41387 4269602 0 4269602 PART X, LINE 2: THE INSTITUTE ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX EFFECT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR UNCERTAIN TAX POSITIONS. INTEREST AND PENALTIES, IF ANY, ARE ACCRUED AS A COMPONENT OF GENERAL AND ADMINISTRATIVE EXPENSES WHEN ASSESSED. THE INSTITUTE IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS OTHER THAN A PRIVATE FOUNDATION. SIMILAR TO OTHER TAX-EXEMPT ORGANIZATIONS, THE INSTITUTE IS SUBJECT TO TAX ON UNRELATED BUSINESS INCOME. TAX YEARS PRIOR TO 2014 ARE NO LONGER SUBJECT TO EXAMINATION BY TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES 41,387. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES 41,387. 1 0 0 0 0 0 0 0 0 0 EUROPE (INCLUDING ICELAND & GREENLAND) NEW ECONOMY 10000 WIRE TRANSFER EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, FOCUS ON THE GLOBAL SOUTH 23750 WIRE TRANSFER 1 1 0 0 0 0 0 0 PART I, LINE 2: THE INSTITUTE MONITORS GRANT USE BY REQUIRING REGULAR FINANCIAL AND ACTIVITY REPORTS, INCLUDING ANY REPORTS SPECIFICALLY REQUIRED BY DONORS WHO CONTRIBUTE TO THE INSTITUTE WITH THE EXPLICIT INTENTION OF SUPPORTING THESE PROJECTS. AWARD CEREMONY 65245 23858 41387 5950 21082 14355 65245 23858 41387 5950 21082 14355 41387 0 1 WK KELLOGG FOUNDATION 1 MICHIGAN AVENUE EAST BATTLE CREEK MI 49017 381359264 501(C)(3) 29159 AFFILIATE MOVEMENT STRATEGY CENTER 436 14TH STREET STE 500 OAKLAND CA 94612 201037643 501(C)(3) 33848 #OUR100 WOMEN COLOR AD CAMPAIGN 2 PART I, LINE 2: THE INSTITUTE MONITORS GRANT USE BY REQUIRING REGULAR FINANCIAL AND ACTIVITY REPORTS, INCLUDING ANY REPORTS SPECIFICALLY REQUIRED BY DONORS WHO CONTRIBUTE TO THE INSTITUTE WITH THE EXPLICIT INTENTION OF SUPPORTING THESE PROJECTS. X 4 98216 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE TREASURER REVIEWS THE INSTITUTE'S ANNUAL 990 REPORT (INCLUDING ALL RELEVANT SCHEDULES) BEFORE IT IS SUBMITTED TO THE IRS. THE STAFF MAKES THE DRAFT 990 AVALIABLE TO THE TREASURER NO LATER THAN 7 DAYS BEFORE IT MUST BE POSTMARKED FOR TIMELY SUBMISSION TO THE IRS. THE TREASURER MOVES TO ADDRESS ANY CONCERNS SHE/HE HAS WITH THE PROPOSED RETURN EITHER BY REQUIRING RESPONSES FROM STAFF AND/OR BY BRINGING SUCH CONCERNS TO THE FINANCE COMMITTEE OR THE FULL BOARD. THE TREASURER WILL REPORT THE 990 TO THE FULL BOARD AT THE INSTITUTE'S NEXT SCHEDULED MEETING. FORM 990, PART VI, SECTION B, LINE 12C ALL NEW EMPLOYEES AND BOARD MEMBERS MUST READ AND SIGN THE INSTITUTE'S CONFLICT OF INTEREST POLICY AS A PART OF THEIR ORIENTATION. THE DEPUTY DIRECTOR ALSO REVIEWS ALL CONTRACT PROPOSALS, CHECK REQUESTS, AND OTHER INVOICES WITH AN EYE TOWARD IDENTIFYING POTENTIAL CONFLICTS AND IMPROPRIETIES. THE DEPUTY DIRECTOR ALSO REMINDS THE STAFF AT LEAST ONCE A YEAR AT A STAFF MEETING OF THE CONFLICT OF INTEREST POLICY. THE CHAIR OF THE BOARD OF TRUSTEES ALSO REMINDS THE BOARD AT REGULAR INTERVALS OF SUCH POLICIES AND THEIR SIGNIFICANCE. FORM 990, PART VI, SECTION B, LINE 15 THE INSTITUTE USES REGULARLY UPDATED COMPARABILITY DATA FOR ALL STAFF SALARIES, INCLUDING ITS DIRECTOR. THE DEPUTY DIRECTOR ADMINISTERS THE INSTITUTE'S STAFF SALARY POLICY AND SETS SALARIES IN CLOSE CONSULTATION WITH THE DIRECTOR. THE BOARD OF TRUSTEES THROUGH ITS STANDING COMPENSATION COMMITTEE REGULARLY REVIEWS THE SALARY OF THE DIRECTOR AND IN THE EVENT OF THE APPOINTMENT OF A NEW DIRECTOR, SETS THE DIRECTOR'S SALARY. THE INSTITUTE HAS A LONGSTANDING INSTITUTIONAL COMMITMENT TO FAIRNESS AND EQUITY AND STRIVES TO ENSURE THAT THE INSTITUTE'S HIGHEST-PAID EMPLOYEE. FORM 990, PART VI, SECTION C, LINE 19 FORM 990 IS AVAILABLE TO PUBLIC THROUGH THE INSTITUTE'S WEBSITE ALL OF THE INSTITUTE'S GOVERNING DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. THE INSTITUTE'S WEBSITE URGES INTERESTED PARTIES TO REQUEST COPIES OF THE AUDIT OR OTHER GOVERNING DOCUMENTS BY REQUESTING THEM FOR THE INSTITUTE'S DEVELOPMENT OFFICE. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 1,132,030. MANAGEMENT AND GENERAL EXPENSES 1,329. FUNDRAISING EXPENSES 22,668. TOTAL EXPENSES 1,156,027. FORM 990, PART XII, LINE 2C THE INSTITUTE'S AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR APPOINTING AN INDEPENDENT AUDIT AND OVERSEEING OF THE FINANCIAL STATEMENT AUDIT. THERE WERE NO CHANGES FROM THE PRIOR YEAR.