2015-11-04T15:41:33-06:00 2014-12-31 HAN GROUP LLC 8180 GREENSBORO DRIVE SUITE 720 MCLEAN VA 22102 990 2014-01-01 520788947 INSTITUTE FOR POLICY STUDIES INST 2022349382 1112 16TH STREET NW NO 600 WASHINGTON DC 200364823 JOHN CAVANAGH DIRECTOR 2022349382 2015-11-03 1 JENNIFER S HAN P00633304 7032883700 2015-11-03 2014 2016-03-07 17:11:31Z JOHN CAVANAGH 1112 16TH STREET NW NO 600 WASHINGTON DC 200364823 7360669 0 X WWW.IPS-DC.ORG X 1962 DC STRENGTHEN SOCIAL MOVEMENTS WITH INDEPENDENT RESEARCH AND VISIONARY THINKING. 19 16 54 50 0 0 2759958 6016024 70586 88041 54639 115694 28974 20105 2914157 6239864 84944 103050 0 0 1794071 2046153 0 0 184381 1240716 1338232 3119731 3487435 -205574 2752429 2159389 4862162 411875 350949 1747514 4511213 X THE INSTITUTE FOR POLICY STUDIES IS A 50-YEAR-OLD ORGANIZATION THAT TRANSFORMS IDEAS INTO ACTION FOR PEACE, JUSTICE AND THE ENVIRONMENT. IPS RESEARCHERS STRENGTHEN SOCIAL MOVEMENTS WITH INDEPENDENT RESEARCH, VISIONARY THINKING, AND LINKS TO THE GRASSROOTS, SCHOLARS, AND ELECTED OFFICIALS. WE EMPOWER PEOPLE TO BUILD HEALTHY AND DEMOCRATIC COMMUNITIES LOCALLY, IN THE UNITED STATES, AND IN THE WORLD. COMBINING RESEARCH, ADVOCACY, EDUCATION, AND ORGANIZING, IPS WORKS ACROSS DISCIPLINES, BRINGING TOGETHER CREATIVE MINDS FROM VARIED BACKGROUNDS TO PROVIDE INFORMATION, ANALYSIS, AND ACTION FOR SOCIAL CHANGE. 0 0 1844360 53000 88041 NEW ECONOMY: IPS 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. 757391 COMMON SECURITY: IPS DEVELOPED AND PROMOTED AN ALTERNATIVE APPROACH TO SETTING NATIONAL SECURITY PRIORITIES WITH ITS UNIFIED SECURITY BUDGET AND CLIMATE SECURITY BUDGETS. OUR RECOMMENDATIONS EMPHASIZED NON-MILITARY SOLUTIONS TO THE CORE SECURITY CHALLENGES OF CLIMATE CHANGE, GLOBAL POVERTY, TERRORISM AND REGIONAL WARS. WE TOOK THIS CONVERSATION TO THE LOCAL LEVEL BY EDUCATING LOCALLY ELECTED OFFICIALS ABOUT THIS APPROACH AND HELPING THEM TO START DIALOGUES IN THEIR COMMUNITIES ABOUT THESE ISSUES. NUMEROUS REPORTS AND A BOOK ON THE WAR IN AFGHANISTAN WERE ALSO PRODUCED. 336581 SPECIAL PROJECTS: IPS NURTURED THE DEVELOPMENT OF SEVERAL PROJECTS WORKING TO BUILD A MORE JUST, PEACEFUL, AND SUSTAINABLE WORLD IN THE U.S. AND AROUND THE GLOBE. 50664 50050 FISCAL SPONSORS: ON OCCASION, IPS SERVES AS A FISCAL SPONSOR FOR BUDDING PROJECTS AND PROGRAMS THAT ARE ALIGNED WITH IPS'S MISSION. 112265 OTHER PROGRAMS 162929 50050 3101261 1 1 0 0 0 0 0 1 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 56 0 1 54 1 0 0 0 0 0 0 0 0 0 0 X 19 16 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 NY X X TIFFANY WILLIAMS 2022349382 1112 16TH STREET NW WASHINGTON DC 200364823 E ETHELBERT MILLER 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 SARAH ANDERSON SECRETARY/FELLOW 37.50 X X 56245 0 8310 LEWIS STEEL GENERAL COUNSEL 0.50 X X 0 0 0 JOHN CAVANAGH TRUSTEE/DIRECTOR 37.50 X X 79286 0 18270 HARRY BELAFONTE TRUSTEE 0.50 X 0 0 0 ROBERT L 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 TOPE FOLARIN 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 KATHLEEN MALOY TRUSTEE 0.50 X 0 0 0 MARCUS RASKIN TRUSTEE/FELLOW 20.00 X 50808 0 209 ANDY SHALLAL TRUSTEE 0.50 X 0 0 0 MARVIN STENDER TRUSTEE 0.50 X 0 0 0 186339 0 26789 0 0 0 0 0 33279 5982745 79565 6016024 CONTRACT INCOME 900099 88041 88041 88041 24483 24483 4866 4866 23974 0 23974 23974 23974 1205200 1113989 91211 91211 91211 6816 33279 6816 0 OTHER 900099 -8735 -8735 -8735 6239864 88041 0 135799 X 23000 23000 80050 80050 213128 129618 17860 65650 1437934 1371553 55859 10522 22262 16694 4928 640 240718 230485 491 9742 132111 99896 27437 4778 89253 88553 700 627277 575764 13437 38076 1706 1253 373 80 63495 18694 41854 2947 99005 24473 74532 271525 36078 235447 61751 53312 1613 6826 24951 2564 8036 14351 3158 23 3135 20183 19158 1025 12214 1405 10809 BANK, INVESTMENT AND CR 14802 9470 4874 458 G&A ALLOCATION 0 378761 -405746 26985 48912 29010 17276 2626 3487435 3101261 201793 184381 135262 1172461 376275 2008514 63115 51351 200793 161192 59784 39601 1476157 1548337 48796 41898 2159389 4862162 198396 176228 213479 174721 411875 350949 X 857749 3874802 889765 636411 1747514 4511213 2159389 4862162 2752429 11270 0 X X 0 1 X 1 0 X 2806072 4067043 3606547 2759958 6016024 19255644 2806072 4067043 3606547 2759958 6016024 19255644 5211475 14044169 54682 41533 96231 75054 53323 320823 10083 19082 9268 23624 -8735 53322 19629789 187019 0.71550 0.85440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15900 X 0 200793 161192 39601 39601 ANNUITY LIABILITY 120676 CAPITAL LEASE OBLIGATION 40488 DEFERRED RENT LIABILITY 13557 174721 X 6257950 11270 6816 18086 6239864 0 6239864 3494251 6816 6816 3487435 0 3487435 PART III, LINE 4: ARTWORK CONSISTS OF DONATED PHOTOGRAPHS AND SKETCHES. THE INSTITUTE, IN MANY ASPECTS OF ITS WORK, ADVANCES THE NOTION THAT ARTISTIC EXPRESSION IS A FORM OF COMMENTARY ON PUBLIC AFFAIRS AND PUBLIC POLICY. ARTWORK FROM DIFFERENT ERAS AND LOCATIONS ILLUSTRATE AND REINFORCE THAT NOTION. THE INSTITUTE MAINTAINS ARTWORK IN ORDER TO HONOR THAT CONNECTION AND AS OPPORTUNITY PERMITS, TO EXHIBIT IT IN THE INTEREST OF DEEPENING PUBLIC UNDERSTANDING OF THESE CONNECTIONS. PART X, LINE 2: ASC TOPIC 740-10, INCOME TAXES, PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES. THE INSTITUTE HAS PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2014 AND 2013, AND DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. INFORMATION RETURNS FOR THE YEARS ENDED DECEMBER 31, 2011 OR LATER REMAIN SUBJECT TO EXAMINATION BY VARIOUS TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES 6,816. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES 6,816. 1 0 0 0 0 0 0 0 0 0 CENTRAL AMERICA AND THE CARIBBEAN PUBLIC EDUCATION ACTIVITY 30000 WIRE TRANSFER EUROPE FILM PRODUCTION 50050 WIRE TRANSFER 2 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 40095 33279 6816 4875 500 1441 40095 33279 6816 4875 500 1441 6816 0 1 UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION 4603 CALVERT ROAD COLLEGE PARK MD 20740 522197313 501(C)3 9500 PUBLIC EDUCATION ACTIVITY UNIVERSITY OF MASSACHUSETTS 31 CARLY WAY LOWELL MA 01854 472889150 501(C)3 8500 PUBLIC EDUCATION ACTIVITY NATIONAL PRIORITIES PROJECT 243 KING STREET SUITE 246 NORTHAMPTON MA 01060 043070112 501(C)3 5000 PUBLIC EDUCATION ACTIVITY 3 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 3 79565 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 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 AVAILABLE 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 ASSOCIATE DIRECTOR ALSO REVIEWS ALL CONTRACT PROPOSALS, CHECK REQUESTS, AND OTHER INVOICES WITH AN EYE TOWARD IDENTIFYING POTENTIAL CONFLICTS AND IMPROPRIETIES. THE ASSOCIATE 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 ASSOCIATE DIRECTOR ADMINISTERS THE IPS 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. IPS HAS A LONGSTANDING INSTITUTIONAL COMMITMENT TO FAIRNESS AND EQUITY AND STRIVES TO ENSURE THAT THE INSTITUTE'S HIGHEST-PAID EMPLOYEE EARNS NO MORE THAN FOUR TIMES THE SALARY OF THE INSTITUTE'S LOWEST-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 FROM THE INSTITUTE'S DEVELOPMENT OFFICE. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 575,764. MANAGEMENT AND GENERAL EXPENSES 13,437. FUNDRAISING EXPENSES 38,076. TOTAL EXPENSES 627,277. FORM 990, PART XII, LINE 2C: FORM 990, PART XI, LINE 2C: THE INSTITUTE'S AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR APPOINTING AN INDEPENDENT AUDITOR AND OVERSEEING OF THE FINANCIAL STATEMENTS AUDIT. THERE WERE NO CHANGES FROM THE PRIOR YEAR.