AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH (EIN 53-0218495)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-12-10
- IRS object ID
- 201203459349300325
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-12-10T13:58:43-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260794367 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UHY ADVISORS MID-ATLANTIC MD INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6851 OAK HALL LANE STE 300 | AddressLine1 |
| City | COLUMBIA | City |
| State | MD | State |
| ZIP Code | 21045 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530218495 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN ENTERPRISE INSTITUTE FOR | BusinessNameLine1 |
| Business Name Line2 | PUBLIC POLICY RESEARCH | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AMER | NameControl |
| Phone | 2028625800 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1150 17TH STREET NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 200364670 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID GERSON | Name |
| Title | EXECUTIVE VICE PRESIDENT | Title |
| Phone | 2028625800 | Phone |
| Date Signed | 2012-12-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | B JENNINE ANDERSON | Name |
| PTIN | P00042998 | PTIN |
| Phone | 4107205220 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ARTHUR C BROOKS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1150 17TH ST NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 61546206 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.AEI.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1943 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | THE AMERICAN ENTERPRISE INSTITUTE IS A COMMUNITY OF SCHOLARS AND SUPPORTERS COMMITTED TO EXPANDING LIBERTY, INCREASING INDIVIDUAL OPPORTUNITY, AND STRENGTHENING FREE ENTERPRISE. AEI PURSUES THESE UNCHANGING IDEALS THROUGH INDEPENDENT THINKING, OPEN DEBATE, REASONED ARGUMENT, FACTS, AND THE HIGHEST STANDARDS OF RESEARCH AND EXPOSITION. WITHOUT REGARD FOR POLITICS OR PREVAILING FASHION, WE DEDICATE OUR WORK TO A MORE PROSPEROUS, SAFER, AND DEMOCRATIC NATION AND WORLD. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 28 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 26 | NbrIndependentVotingMembers |
| Total Nbr Employees | 201 | TotalNbrEmployees |
| Total Nbr Volunteers | 129 | TotalNbrVolunteers |
| Total Gross UBI | 305883 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 248929 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 31138309 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 36460964 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 733606 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 813206 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2705278 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1557626 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 34577193 | TotalRevenuePriorYear |
| Total Revenue Current Year | 38831796 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 16926566 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 18106696 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 3045340 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 12103993 | OtherExpensePriorYear |
| Other Expenses Current Year | 14129157 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 29030559 | TotalExpensesPriorYear |
| Total Expenses Current Year | 32235853 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 5546634 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 6595943 | RevenuesLessExpensesCY |
| Total Assets BOY | 153771226 | TotalAssetsBOY |
| Total Assets EOY | 154989249 | TotalAssetsEOY |
| Total Liabilities BOY | 3674599 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4435862 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 150096627 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 150553387 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE AMERICAN ENTERPRISE INSTITUTE IS A COMMUNITY OF SCHOLARS AND SUPPORTERS COMMITTED TO EXPANDING LIBERTY, INCREASING INDIVIDUAL OPPORTUNITY, AND STRENGTHENING FREE ENTERPRISE. AEI PURSUES THESE UNCHANGING IDEALS THROUGH INDEPENDENT THINKING, OPEN DEBATE, REASONED ARGUMENT, FACTS, AND THE HIGHEST STANDARDS OF RESEARCH AND EXPOSITION. WITHOUT REGARD FOR POLITICS OR PREVAILING FASHION, WE DEDICATE OUR WORK TO A MORE PROSPEROUS, SAFER, AND MORE DEMOCRATIC NATION AND WORLD. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 598449 | Expense |
| Description | THE AMERICAN.COM IS A DYNAMIC ONLINE JOURNAL FEATURING FRESH ESSAYS AND COMMENTARY ON PUBLIC POLICY, INCLUDING DEVELOPMENTS IN ECONOMICS, CULTURE, SCIENCE, SCHOLARSHIP AND GOVERNMENT POLICY. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 9127422 | Expense |
| Description | AEI'S ECONOMIC POLICY STUDIES PROGRAM ALLOWS SCHOLARS TO EXAMINE AREAS OF GENERAL ECONOMICS, FISCAL POLICY AND TAXES, MONETARY POLICY, ENERGY AND THE ENVIRONMENT, INTERNATIONAL TRADE, FINANCIAL SERVICES, REGULATION, RETIREMENT AND SOCIAL SECURITY, AND HEALTH POLICY. THE PROGRAM'S SCHOLARSHIP IS DISSEMINATED THROUGH PUBLICATIONS, CONFERENCES, AND WORKING GROUPS AND SERVES TO EDUCATE THE PUBLIC ABOUT THE FUNCTIONING OF FREE ECONOMIES, HOW TO PRESERVE THEM, HOW TO SOLVE THE PROBLEMS THAT ARISE IN THEM, AND HOW TO CAPITALIZE ON THEIR STRENGTHS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 7023571 | Expense |
| Description | THE INSTITUTE'S FOREIGN AND DEFENSE POLICY STUDIES TEAM SEEKS TO UNDERSTAND HOW AMERICAN INTERESTS AND POLITICAL AND ECONOMIC FREEDOM CAN BE PROTECTED AND ADVANCED AROUND THE WORLD. THE PROGRAM'S RESEARCH AREAS INCLUDE AFRICA, THE ASIA-PACIFIC, EUROPE AND RUSSIA, LATIN AMERICA, THE MIDDLE EAST, SOUTH ASIA, AND U.S. NATIONAL SECURITY AND FOREIGN POLICY. THE PROGRAM EDUCATES THE PUBLIC THROUGH PUBLICATIONS, CONFERENCES, AND WORKING GROUPS. | Description |
Activity Other ActivityOther (2 entries)
| ExpenseExpense | RevenueRevenue | DescriptionDescription |
|---|---|---|
| 6992985 | 646178 | AEI'S SOCIAL AND POLITICAL STUDIES SCHOLARS STRIVE TO ADVANCE A CULTURE IN WHICH VIRTUE FLOURISHES IN TANDEM WITH FREEDOM AND MATERIAL PROGRESS. THROUGH PUBLICATIONS, CONFERENCES, AND WORKING GROUPS, THE PROGRAM'S SCHOLARS EXAMINE SUCH ISSUES AS DEMOGRAPHICS, EDUCATION, POVERTY AND WELFARE, RELIGION, CONSTITUTIONAL LAW, LIABILITY AND TORT REFORM, ELECTIONS, AND PUBLIC OPINION POLLS. |
| LAUNCHED IN 2002, THE NATIONAL RESEARCH INITIATIVE (NRI) ADVANCES AEI'S MISSION BY ENGAGING OUTSIDE ACADEMICS AND INDEPENDENT SCHOLARS ON PRESSING DOMESTIC POLICY ISSUES. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 6992985 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 646178 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 23742427 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 211 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 201 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Name Of Foreign Country | EI | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 28 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 26 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LORENA LOPEZ | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2028625857 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1150 SEVENTEENTH STREET NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 200364670 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (46 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| KEVIN ROLLINS | ||||||||
| BD OF TRUSTEES-CHAIR | 2.00 | X | X | 0 | 0 | 0 | ||
| TULLY FRIEDMAN | ||||||||
| BD OF TRUSTEES-VICE CHAIR | 2.00 | X | X | 0 | 0 | 0 | ||
| ARTHUR BROOKS | ||||||||
| PRESIDENT | 55.00 | X | X | 565772 | 0 | 79056 | ||
| GORDON BINDER | ||||||||
| BD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | |||
| RICHARD CHENEY | ||||||||
| BD OF TRUSTEES | 1.00 | X | 149829 | 0 | 0 | |||
| HARLAN CROW | ||||||||
| BD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | |||
| DAN D'ANIELLO | ||||||||
| BD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | |||
| JOHN FARACI | ||||||||
| BD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | |||
| CHRIS GALVIN | ||||||||
| BD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | |||
| RAY GILMARTIN | ||||||||
| BD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | |||
| HARVEY GOLUB | ||||||||
| BD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT GREENHILL | ||||||||
| BD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | |||
| BRUCE KOVNER | ||||||||
| BD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | |||
| MARC LIPSCHULTZ | ||||||||
| BD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | |||
| JOHN LUKE | ||||||||
| BD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | |||
| PETE RICKETTS | ||||||||
| BD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | |||
| ED RUST | ||||||||
| BD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | |||
| GIDEON SEARLE | ||||||||
| BD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | |||
| MEL SEMBLER | ||||||||
| BD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | |||
| WILSON TAYLOR | ||||||||
| BD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | |||
| WILLIAM H WALTON | ||||||||
| BD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | |||
| WILLIAM L WALTON | ||||||||
| BD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | |||
| CLIFFORD ASNESS | ||||||||
| BD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | |||
| RAVENEL CURRY III | ||||||||
| BD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | |||
| FRANK HANNA | ||||||||
| BD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | |||
| GEORGE PRIEST | ||||||||
| BD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | |||
| MATTHEW ROSE | ||||||||
| BD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | |||
| MARILYN WARE | ||||||||
| BD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | |||
| ROGER HERTOG | ||||||||
| BD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT PRIZKER | ||||||||
| BD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | |||
| JIM WILSON | ||||||||
| BD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | |||
| ERIN COVINGTON | ||||||||
| CFO | 40.00 | X | 155180 | 0 | 2706 | |||
| JASON BERTSCH | ||||||||
| VICE PRESIDENT, MARKETING | 40.00 | X | 221820 | 0 | 30306 | |||
| HENRY OLSEN | ||||||||
| VICE PRESIDENT, NRI | 40.00 | X | 229967 | 0 | 31080 | |||
| DAVID GERSON | ||||||||
| EXECUTIVE VICE PRESIDENT | 55.00 | X | 386922 | 0 | 39906 | |||
| DANIELLE PLETKA | ||||||||
| VICE PRES, FOR & DEFENSE S | 40.00 | X | 213255 | 0 | 29706 | |||
| ELIZABETH BOWEN | ||||||||
| BOARD SECRETARY | 40.00 | X | 57380 | 0 | 11106 | |||
| KARLYN BOWMAN | ||||||||
| SENIOR FELLOW | 40.00 | 171584 | 0 | 24006 | X | |||
| CHRISTOPHER DEMUTH | ||||||||
| SENIOR FELLOW | 40.00 | 803247 | 0 | 673275 | X | |||
| KEVIN HASSETT | ||||||||
| DIRECTOR | 40.00 | 210770 | 0 | 29106 | X | |||
| GARY SCHMITT | ||||||||
| SCHOLAR | 40.00 | 170495 | 0 | 23563 | X | |||
| JOHN BOLTON | ||||||||
| SENIOR FELLOW | 40.00 | 166460 | 0 | 24044 | X | |||
| CHARLES MURRAY | ||||||||
| SCHOLAR | 40.00 | 173444 | 0 | 27353 | X | |||
| ANDREW BIGGS | ||||||||
| SCHOLAR | 40.00 | 176620 | 0 | 25026 | X | |||
| TOBY STOCK | ||||||||
| MANAGING DIRECTOR, DEVELOPMENT | 40.00 | 180050 | 0 | 19506 | X | |||
| DAVID ADAMS | ||||||||
| CHIEF INFORMATION OFFICER | 40.00 | 150200 | 0 | 2706 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 4182995 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1072451 | TotalOtherCompensation |
| Number Individuals GT100 K | 31 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| GILBANE | |||||
| 7901 SANDY SPRING STE 500 | LAUREL | MD | 20707 | CONTRACTOR | 1060408 |
| CODE & THEORY LLC | |||||
| 110 GREEN ST STE 201 | NEW YORK | NY | 10012 | WEBSITE DEVELOPMENT | 518388 |
| WOODLAWN SECURITY INC | |||||
| 137 EAST 238TH ST | BRONX | NY | 10470 | SECURITY | 386694 |
| GAM CARPET CLEANING | |||||
| 8009 ALLOWAY LANE | BELTSVILLE | MD | 20705 | CLEANING & MAINTENANCE | 338786 |
| KROSS MEDIA LLC | |||||
| 1908 BELMONT ROAD NW | WASHINGTON | DC | 20009 | CONSULTING | 177308 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 7 | NumberOfContractorsGT100K |
| All Other Contributions | 36460964 | AllOtherContributions |
| Total Contributions | 36460964 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|---|
| EDU SEM/CONFERENCE | 900099 | 615996 | 615996 | ||
| ROYALTIES SALE PUB | 900099 | 138728 | $138,728 | ||
| RESEARCH PUB/MATERIALS | 541800 | 58482 | 30182 | 28300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 813206 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1025989 | TotalRevenueColumn |
| Exclusion | $1,025,989 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 23246047 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 22714410 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 531637 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 531637 | TotalRevenueColumn |
| Unrelated Business Revenue | 277583 | UnrelatedBusinessRevenue |
| Exclusion | $254,054 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 38831796 | TotalRevenueColumn |
| Related Or Exempt Function Income | 646178 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 305883 | UnrelatedBusinessRevenue |
| Exclusion | $1,418,771 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3372626 | Total |
| Program Services | 1795113 | ProgramServices |
| Management And General | 1321002 | ManagementAndGeneral |
| Fundraising | 256511 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11698491 | Total |
| Program Services | 6731656 | ProgramServices |
| Management And General | 3796448 | ManagementAndGeneral |
| Fundraising | 1170387 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 847949 | Total |
| Program Services | 544883 | ProgramServices |
| Management And General | 218609 | ManagementAndGeneral |
| Fundraising | 84457 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1276584 | Total |
| Program Services | 785362 | ProgramServices |
| Management And General | 359254 | ManagementAndGeneral |
| Fundraising | 131968 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 911046 | Total |
| Program Services | 534147 | ProgramServices |
| Management And General | 287001 | ManagementAndGeneral |
| Fundraising | 89898 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55066 | Total |
| Program Services | 5000 | ProgramServices |
| Management And General | 50066 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90555 | Total |
| Management And General | 90555 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 132176 | Total |
| Management And General | 132176 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1876727 | Total |
| Program Services | 1232904 | ProgramServices |
| Management And General | 507498 | ManagementAndGeneral |
| Fundraising | 136325 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1698201 | Total |
| Program Services | 439066 | ProgramServices |
| Management And General | 1146006 | ManagementAndGeneral |
| Fundraising | 113129 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2629657 | Total |
| Program Services | 1404661 | ProgramServices |
| Management And General | 918824 | ManagementAndGeneral |
| Fundraising | 306172 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 985259 | Total |
| Program Services | 698696 | ProgramServices |
| Management And General | 173120 | ManagementAndGeneral |
| Fundraising | 113443 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2835817 | Total |
| Program Services | 1263336 | ProgramServices |
| Management And General | 1525162 | ManagementAndGeneral |
| Fundraising | 47319 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1823730 | Total |
| Program Services | 853327 | ProgramServices |
| Management And General | 795844 | ManagementAndGeneral |
| Fundraising | 174559 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78890 | Total |
| Management And General | 78890 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PUBLICATIONS | 880376 | 729522 | 134391 | 16463 |
| SCHOLAR FEES | 478283 | 446200 | 32083 | |
| BUILDING MAINTENANCE | 399463 | 9479 | 389984 | |
| SERVICE FEES | 164957 | 122239 | 35227 | 7491 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Program Services | 6146836 | ProgramServices |
| Management And General | -6544054 | ManagementAndGeneral |
| Fundraising | 397218 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32235853 | Total |
| Program Services | 23742427 | ProgramServices |
| Management And General | 5448086 | ManagementAndGeneral |
| Fundraising | 3045340 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 500 | BOY |
| EOY | 8354383 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13717866 | BOY |
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26618065 | BOY |
| EOY | 18976690 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 324106 | BOY |
| EOY | 7183 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 121011 | BOY |
| EOY | 91704 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 411710 | BOY |
| EOY | 408137 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 11263839 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 8217028 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2853162 | BOY |
| EOY | 3046811 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60975536 | BOY |
| EOY | 69650569 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48064750 | BOY |
| EOY | 54137866 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 684520 | BOY |
| EOY | 315906 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 153771226 | BOY |
| EOY | 154989249 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2252953 | BOY |
| EOY | 2041511 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1421646 | BOY |
| EOY | 2394351 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3674599 | BOY |
| EOY | 4435862 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12631162 | BOY |
| EOY | 16028318 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55203021 | BOY |
| EOY | 50857002 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82262444 | BOY |
| EOY | 83668067 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 150096627 | BOY |
| EOY | 150553387 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 153771226 | BOY |
| EOY | 154989249 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 6595943 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -6139183 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 34063743 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 58988984 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 59729074 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 31138309 | CurrentTaxYearMinus1Year |
| Current Tax Year | 36460964 | CurrentTaxYear |
| Total | 220381074 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 34063743 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 58988984 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 59729074 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 31138309 | CurrentTaxYearMinus1Year |
| Current Tax Year | 36460964 | CurrentTaxYear |
| Total | 220381074 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 22367196 | AmountsSubstContributorsTotal |
| Public Support Total170 | 198013878 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 753621 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 861930 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1804552 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1247392 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1164717 | CurrentTaxYear |
| Total | 5832212 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 731757 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 154529 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 60097 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 37656 | CurrentTaxYearMinus1Year |
| Current Tax Year | 28300 | CurrentTaxYear |
| Total | 1012339 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 227225625 | TotalSupport |
| Gross Receipts From Admissions Etc | 3977289 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.87140 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.86520 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 90273350 | BeginningOfYearBalance |
| Contributions | 1405623 | Contributions |
| Investment Earnings Or Losses | -2475276 | InvestmentEarningsOrLosses |
| Other Expenditures | 2056622 | OtherExpenditures |
| End Of Year Balance | 87147075 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 83263776 | BeginningOfYearBalance |
| Contributions | 2370886 | Contributions |
| Investment Earnings Or Losses | 5965342 | InvestmentEarningsOrLosses |
| Other Expenditures | 1326654 | OtherExpenditures |
| End Of Year Balance | 90273350 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 57621121 | BeginningOfYearBalance |
| Contributions | 22246358 | Contributions |
| Investment Earnings Or Losses | 4474278 | InvestmentEarningsOrLosses |
| Other Expenditures | 1077981 | OtherExpenditures |
| End Of Year Balance | 83263776 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 20243499 | BeginningOfYearBalance |
| Contributions | 41012282 | Contributions |
| Investment Earnings Or Losses | -3146473 | InvestmentEarningsOrLosses |
| Other Expenditures | 488187 | OtherExpenditures |
| End Of Year Balance | 57621121 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3791993 | OtherCostOrOtherBasis |
| Depreciation | 2476756 | Depreciation |
| Book Value | 1315237 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7471846 | OtherCostOrOtherBasis |
| Depreciation | 5740272 | Depreciation |
| Book Value | 1731574 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3046811 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (12 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| OFFIT HALL ABSOLUTE RTN FD OFFSHORE FEEDER | 15943000 | F |
| VALUEACT CAPITAL PTRS II | 6808086 | F |
| FARALLON FUNDS | 625094 | F |
| ETON PARK OVERSEAS FUND LTD | 4189254 | F |
| CAXTON SELECT LLC | 1649100 | F |
| GOLDEN TREE | 1574401 | F |
| HIGHLINE CAPITAL INT. | 2186521 | F |
| CONATUS CAPITAL OVERSEAS | 2351105 | F |
| BRIGADE LEVERAGED CAPITAL SECURITIES | 4742768 | F |
| AURELIUS | 4560528 | F |
| CAPITAL INTERNATIONAL | 4737187 | F |
| LUXOR CAPITAL | 4770822 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 54137866 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEFERRED RENT | $2,032,759 |
| NONQUALIFIED EMPLOYEE BENEFIT PLANS | $361,592 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2394351 | TotalOfAmounts |
| Total Revenue | 38831796 | TotalRevenue |
| Total Expenses | 32235853 | TotalExpenses |
| Excess Or Deficit For Year | 6595943 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -6139183 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -6139183 | TotalAdjustments |
| Excess Or Deficit Per FS | 456760 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 32782603 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -6139183 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 89990 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | -6049193 | RevenueNotRptdF990 |
| Revenue Subtotal | 38831796 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 38831796 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 32325843 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 89990 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 89990 | ExpensesNotRptdF990 |
| Expenses Subtotal | 32235853 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 32235853 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | TO PROVIDE LONG-TERM FINANCIAL SUPPORT FOR THE INSTITUTE'S GENERAL OPERATIONS OR FOR PARTICULAR RESEARCH AREAS; THEY OFTEN TAKE THE FORM OF NAMED CHAIRS FOR SCHOLARS WORKING IN PARTICULAR FIELDS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE INCOME TAX POSITIONS TAKEN BY AEI FOR ANY YEAR OPEN UNDER THE VARIOUS STATUTES OF LIMITATIONS ARE THAT AEI CONTINUES TO BE EXEMPT FROM INCOME TAXES AND THAT AEI HAS PROPERLY REPORTED UNRELATED BUSINESS INCOME THAT IS SUBJECT TO INCOME TAXES. AEI BELIEVES THAT THERE ARE NO TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD SIGNIFICANTLY INCREASE UNRECOGNIZED TAX BENEFITS WITHIN 12 MONTHS OF THE REPORTING DATE. NONE OF AEI'S INCOME TAX RETURNS ARE CURRENTLY UNDER EXAMINATION. HOWEVER, FISCAL YEARS 2009 AND LATER REMAIN SUBJECT TO EXAMINATION BY THE IRS AND STATE AUTHORITIES. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (15 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ARTHUR BROOKS | |||||||||||||
| 565772 | 0 | 0 | 0 | 0 | 0 | 76350 | 0 | 2706 | 0 | 644828 | 0 | 0 | 0 |
| ERIN COVINGTON | |||||||||||||
| 152180 | 0 | 3000 | 0 | 0 | 0 | 0 | 0 | 2706 | 0 | 157886 | 0 | 0 | 0 |
| JASON BERTSCH | |||||||||||||
| 206820 | 0 | 15000 | 0 | 0 | 0 | 27600 | 0 | 2706 | 0 | 252126 | 0 | 0 | 0 |
| HENRY OLSEN | |||||||||||||
| 200517 | 0 | 29450 | 0 | 0 | 0 | 28374 | 0 | 2706 | 0 | 261047 | 0 | 0 | 0 |
| DAVID GERSON | |||||||||||||
| 386922 | 0 | 0 | 0 | 0 | 0 | 37200 | 0 | 2706 | 0 | 426828 | 0 | 0 | 0 |
| DANIELLE PLETKA | |||||||||||||
| 203255 | 0 | 10000 | 0 | 0 | 0 | 27000 | 0 | 2706 | 0 | 242961 | 0 | 0 | 0 |
| KARLYN BOWMAN | |||||||||||||
| 166584 | 0 | 5000 | 0 | 0 | 0 | 21300 | 0 | 2706 | 0 | 195590 | 0 | 0 | 0 |
| CHRISTOPHER DEMUTH | |||||||||||||
| 303247 | 0 | 0 | 0 | 500000 | 0 | 670829 | 0 | 2446 | 0 | 1476522 | 0 | 550572 | 0 |
| KEVIN HASSETT | |||||||||||||
| 195770 | 0 | 15000 | 0 | 0 | 0 | 26400 | 0 | 2706 | 0 | 239876 | 0 | 0 | 0 |
| GARY SCHMITT | |||||||||||||
| 151520 | 0 | 18975 | 0 | 0 | 0 | 20877 | 0 | 2686 | 0 | 194058 | 0 | 0 | 0 |
| JOHN BOLTON | |||||||||||||
| 166460 | 0 | 0 | 0 | 0 | 0 | 21000 | 0 | 3044 | 0 | 190504 | 0 | 0 | 0 |
| CHARLES MURRAY | |||||||||||||
| 171444 | 0 | 2000 | 0 | 0 | 0 | 20940 | 0 | 6413 | 0 | 200797 | 0 | 0 | 0 |
| ANDREW BIGGS | |||||||||||||
| 149120 | 0 | 27500 | 0 | 0 | 0 | 21780 | 0 | 3246 | 0 | 201646 | 0 | 0 | 0 |
| TOBY STOCK | |||||||||||||
| 150700 | 0 | 29350 | 0 | 0 | 0 | 16900 | 0 | 2606 | 0 | 199556 | 0 | 0 | 0 |
| DAVID ADAMS | |||||||||||||
| 147200 | 0 | 3000 | 0 | 0 | 0 | 0 | 0 | 2706 | 0 | 152906 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | TRAVEL FOR COMPANIONS: BOARD MEMBERS AND STAFF ARE PERMITTED TO BRING SPOUSES TO THE ANNUAL OFF-SITE MEETINGS, WORLD FORUM AND THE BOARD RETREAT. |
| PART I, LINES 4A-B | PAYMENTS WERE MADE IN CALENDAR YEAR 2011 TO CHRISTOPHER DEMUTH AS FOLLOWS: SEVERANCE: $500,000 SUPPLEMENTAL NON-QUALIFIED RETIREMENT 457(F) PLAN: $606,075 457(B) DEFERRED COMPENSATION PLAN: $56,954 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 123729 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | ELECTRONIC EQUIPMENT | 1 | 12942 | FAIR VALUE |
| X | SOFTWARE | 1 | 81672 | FAIR VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | NON REPORTING OF REVENUE: | Identifier |
| Return Reference | PART I, LINE 33: | ReturnReference |
| Explanation | DURING FISCAL 2012, AEI RECEIVED STOCK VALUED AT $121,032 IN FULFULLMENT OF A PLEDGE REPORTED IN A PRIOR YEAR ON PART VIII OF FORM 990. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE 990 AND 990T PRIOR TO SUBMISSION TO THE IRS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | AEI REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE INSTITUTE'S CONFLICT OF INTEREST POLICY, WHICH IS POSTED ON AEI'S WEBSITE, WWW.AEI.ORG/ABOUT. AEI SCHOLARS, FELLOWS, AND OFFICERS ARE REQUIRED TO PROVIDE ANNUAL REPORTS EACH MARCH TO AEI'S PRESIDENT LISTING ALL OF THEIR OUTSIDE ACTIVITIES. THE PRESIDENT THEN PROVIDES A SUMMARY REPORT TO THE NOMINATING AND GOVERNANCE COMMITTEE OF AEI'S BOARD OF TRUSTEES. THE PRESIDENT MAY BRING PARTICULAR ISSUES TO THE ATTENTION OF THIS COMMITTEE OR TO AN INTERNAL COMMITTEE OF SENIOR SCHOLARS AND FELLOWS FOR THEIR REVIEW AND COUNSEL. THE NOMINATING AND GOVERNANCE COMMITTEE ALSO REVIEWS THE COMMERCIAL, PROFESSIONAL, AND CIVIC ENGAGEMENTS OF INDIVIDUALS BEING CONSIDERED FOR ELECTION TO THE BOARD OF TRUSTEES. AEI SCHOLARS AND FELLOWS ARE ALSO REQUIRED TO DISCLOSE IN THEIR PUBLISHED WORK ANY AFFILIATIONS THEY MAY HAVE WITH ORGANIZATIONS WITH A DIRECT INTEREST IN THE SUBJECT OF THAT WORK. WHEN MAKING HIRING DECISIONS TO AEI'S STAFF OR WHEN NOMINATING NEW MEMBERS TO AEI'S BOARD, AEI'S EXECUTIVE TEAM AND BOARD OF TRUSTEES STRESS TO CANDIDATES THE IMPORTANCE OF HONESTY AND INTEGRITY IN THEIR WORK. NEW EMPLOYEES ARE GIVEN A COPY OF AEI'S CONFLICT OF INTEREST POLICY. | |
| FORM 990, PART VI, SECTION B, LINE 15A | AEI FOLLOWS THE FOLLOWING PROCESS FOR DETERMINING COMPENSATION, AS STATED IN THE INSTITUTE'S BYLAWS: THE COMPENSATION OF THE INSTITUTE'S PRESIDENT AND SECOND SENIOR OFFICER SHALL BE RECOMMENDED BY THE EXECUTIVE COMMITTEE AND REVIEWED AND REVISED AT INTERVALS THE COMMITTEE DEEMS APPROPRIATE. THE LEVEL OF AND ANY ADJUSTMENTS TO THE PRESIDENT AND SECOND SENIOR OFFICER'S COMPENSATION SHALL BE GUIDED BY THE FOLLOWING FACTORS: (A) THE INTRINSIC QUALITY OF THEIR MANAGEMENT, INTELLECTUAL LEADERSHIP, AND PUBLIC REPRESENTATION OF THE INSTITUTE; (B) THE INTRINSIC QUALITY AND PUBLIC REPUTATION OF THE INSTITUTE'S RESEARCH, PUBLICATIONS, AND OTHER OUTPUTS AND THE QUANTITY AND EFFECTIVE DISSEMINATION OF THAT OUTPUT; (C) THE INSTITUTE'S FINANCIAL PERFORMANCE AND STABILITY; (D) THE COMPENSATION OF OTHER CHIEF EXECUTIVES WITH SIMILAR EXPERIENCE; (E) THE COMPENSATION OF CHIEF EXECUTIVES OF OTHER, SIMILAR ORGANIZATIONS; (F) COMPETITIVE CONSIDERATIONS RELEVANT TO THE RETENTION OF THE PRESIDENT AND SECOND SENIOR OFFICER AND THEIR LONG-TERM COMMITMENT TO THE INSTITUTE; (G) THE PRESIDENT AND SECOND SENIOR OFFICER'S SALARY HISTORY; AND (H) ADDITIONAL, SIMILAR FACTORS THE EXECUTIVE COMMITTEE DEEMS APPROPRIATE. THE EXECUTIVE COMMITTEE SHALL MAINTAIN RECORDS OF ITS REVIEWS OF THE PRESIDENT AND SECOND SENIOR OFFICER'S COMPENSATION AND THE REASONS FOR ANY ADJUSTMENTS IT MAY RECOMMEND TO THAT COMPENSATION, AND SHALL INFORM THE BOARD OF TRUSTEES AT LEAST EVERY TWO YEARS OF ITS EVALUATION OF THE PRESIDENT AND SECOND SENIOR OFFICER'S PERFORMANCE AND ANY REVISIONS IT HAS MADE TO THE THEIR COMPENSATION FOR APPROVAL BY THE FULL BOARD OF TRUSTEES. SECTION 2. THE COMPENSATION OF THE INSTITUTE'S OFFICERS AND MANAGERS, SCHOLARS AND FELLOWS, RESEARCH AND ADMINISTRATIVE STAFF, AND ALL OTHER EMPLOYEES SHALL BE DETERMINED BY THE PRESIDENT AND REVIEWED AND REVISED AT INTERVALS THE PRESIDENT DEEMS APPROPRIATE. THE LEVEL OF AND ANY ADJUSTMENTS TO THE COMPENSATION OF THE INSTITUTE'S EMPLOYEES SHALL BE GUIDED BY FACTORS SIMILAR TO THOSE USED BY THE EXECUTIVE COMMITTEE IN DETERMINING THE PRESIDENT'S COMPENSATION, AS APPLIED TO THE PARTICULAR RESPONSIBILITIES OF EACH EMPLOYEE. THE PRESIDENT SHALL MAINTAIN RECORDS OF REVIEWS OF AND ANY ADJUSTMENTS TO THE COMPENSATION OF THE INSTITUTE'S EMPLOYEES AND SHALL PROVIDE TO THE EXECUTIVE COMMITTEE, AT LEAST EVERY TWO YEARS, A REPORT ON THE INSTITUTE'S COMPENSATION POLICIES AND STRUCTURE. | |
| FORM 990, PART VI, SECTION C, LINE 19 | AEI'S ORGANIZATION AND PURPOSES AND STATEMENTS ON RESEARCH INTEGRITY, PUBLIC ADVOCACY, POLITICAL CAMPAIGNS AND OTHER PARTISAN ACTIVITIES, OUTSIDE ACTIVITIES, AND CONFLICTS OF INTERESTS ARE POSTED AND UPDATED REGULARLY ON THE INSTITUTE'S WEBSITE. AEI'S ANNUAL REPORT, AUDITED FINANCIALS, AND 990 ARE AVAILABLE TO THE PUBLIC. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -6,139,183. | CHANGES IN NET ASSETS OR FUND BALANCES: |
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