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← QUINCY INSTITUTE FOR RESPONSIBLE STATECRAFT

Form 990 for tax year 2022

Filed by QUINCY INSTITUTE FOR RESPONSIBLE STATECRAFT.

Totals

Total revenue
$4,859,210
Total expenses
$4,987,985
Contributions and grants received
$4,857,094
Grants paid
$0
Program service revenue
$0
Investment income
$329
Other revenue
$1,787
Total assets, end of year
$4,224,595
Total liabilities, end of year
$227,409
Net assets or fund balances, end of year
$3,997,186
Program services expenses (Part IX)
$4,160,186
Management and general expenses
$413,166
Fundraising expenses
$414,633
Program service expenses (Part III)
$4,160,186

Program services were 83.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $4,857,094

  • 3 · Investment income

    total $329 · excluded $329

  • 11a · Other revenue: OTHER INCOME

    total $1,787 · related or exempt $1,787

  • 11e · Other revenue, total

    $1,787

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $636,868 · program services $286,672 · management and general $197,996 · fundraising $152,200

  • 7 · Other salaries and wages

    total $2,552,581 · program services $2,325,119 · management and general $50,162 · fundraising $177,300

  • 8 · Pension plan contributions

    total $63,863 · program services $61,176 · management and general $13 · fundraising $2,674

  • 9 · Other employee benefits

    total $203,608 · program services $168,299 · management and general $23,510 · fundraising $11,799

  • 10 · Payroll taxes

    total $234,203 · program services $194,480 · management and general $15,891 · fundraising $23,832

  • 11c · Fees: accounting

    total $35,460 · management and general $35,460

  • 11g · Fees: other

    total $467,807 · program services $454,741 · management and general $897 · fundraising $12,169

  • 12 · Advertising and promotion

    total $4,926 · program services $4,926

  • 13 · Office expenses

    total $36,637 · program services $8,985 · management and general $24,220 · fundraising $3,432

  • 14 · Information technology

    total $10,168 · program services $10,168

  • 16 · Occupancy

    total $256,462 · program services $212,310 · management and general $18,487 · fundraising $25,665

  • 19 · Conferences, conventions and meetings

    total $164,138 · program services $126,421 · management and general $36,269 · fundraising $1,448

  • 23 · Insurance

    total $16,094 · program services $8,558 · management and general $6,608 · fundraising $928

  • 24a · Other expenses: COMMUNICATIONS

    total $187,343 · program services $187,343 · management and general $0 · fundraising $0

  • 24b · Other expenses: SYSTEMS

    total $79,039 · program services $72,975 · management and general $2,892 · fundraising $3,172

  • 24c · Other expenses: EQUIPMENT EXPENSE

    total $21,756 · program services $21,023 · management and general $719 · fundraising $14

  • 24d · Other expenses: COPYRIGHT

    total $13,507 · program services $13,507 · management and general $0 · fundraising $0

  • 24e · All other expenses

    total $3,525 · program services $3,483 · management and general $42

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,654,057 · end of year $3,328,173

  • 3 · Pledges and grants receivable

    beginning of year $1,487,021 · end of year $670,075

  • 9 · Prepaid expenses and deferred charges

    beginning of year $15,212 · end of year $38,197

  • 15 · Other assets

    beginning of year $8,300 · end of year $188,150

  • 17 · Accounts payable and accrued expenses

    beginning of year $37,965 · end of year $41,088

  • 25 · Other liabilities

    beginning of year $664 · end of year $186,321

  • 27 · Net assets without donor restrictions

    beginning of year $1,250,410 · end of year $1,824,134

  • 28 · Net assets with donor restrictions

    beginning of year $2,875,551 · end of year $2,173,052

Mission and programs · 2022

Mission

THE QUINCY INSTITUTE PROMOTES IDEAS THAT MOVE U.S. FOREIGN POLICY AWAY FROM ENDLESS WAR AND TOWARD VIGOROUS DIPLOMACY IN THE PURSUIT OF INTERNATIONAL PEACE. QI'S STAFF AND NON-RESIDENT EXPERTS EXPOSE THE COSTS AND CONSEQUENCES OF UNACCOUNTABLE, OVERLY MILITARIZED FOREIGN POLICY AND PRESENT ALTERNATIVE APPROACHES UNDER OUR GENERAL PROGRAM AND OUR RESPONSIBLE STATECRAFT PROGRAM, IN ADDITION TO OUR FOUR BROAD THEMATIC PROGRAMS - MIDDLE EAST, EAST ASIA, GRAND STRATEGY AND DEMOCRATIZING FOREIGN POLICY.

Activities or mission (Part I)

THE QUINCY INSTITUTE PROMOTES IDEAS THAT MOVE U.S. FOREIGN POLICY AWAY FROM ENDLESS WAR AND TOWARD VIGOROUS DIPLOMACY IN THE PURSUIT OF INTERNATIONAL PEACE. OUR VISION IS A WORLD WHERE PEACE IS THE NORM AND WAR THE EXCEPTION.

  • GENERAL PROGRAM:THE QUINCY INSTITUTE'S GENERAL PROGRAM INCLUDES THE CROSS-CUTTING ELEMENTS OF THE INSTITUTE'S WORK TO FORGE A NEW FOREIGN POLICY CENTERED ON DIPLOMATIC ENGAGEMENT AND MILITARY RESTRAINT THROUGH SCHOLARSHIP AND CONVENINGS BY STAFF AND NON-RESIDENT FELLOWS.

    Expenses $880,326

  • MIDDLE EAST PROGRAM:THE QUINCY INSTITUTE'S MIDDLE EAST PROGRAM PROMOTES A BASIC REORIENTATION OF U.S. POLICY TOWARD THE REGION THROUGH POLICY SCHOLARSHIP, RESEARCH AND WRITING.

    Expenses $825,685

  • OUR COMMUNICATIONS PROGRAM PRODUCES AND DISSEMINATES THE WORK OF OUR FOREIGN POLICY RESEARCHERS AND MAKES IT ACCESSIBLE TO EXPERT AUDIENCES AND THE BROADER PUBLIC.

    Expenses $655,473

  • GRAND STRATEGY PROGRAM:THE GRAND STRATEGY PROGRAM CONDUCTS RESEARCH ON THE COSTS AND DANGERS OF AMERICA'S CURRENT GRAND STRATEGY OF PRIMACY - A MILITARY FORCE POSTURE OF GLOBAL DOMINANCE - AND THE UNDERLYING FACTORS THAT SUPPORT THIS STRATEGY.

    Expenses $231,517

  • OTHER PROGRAMS (DEMOCRATIZING FOREIGN POLICY PROGRAM & EURASIA AND ADVOCACY):THE DEMOCRATIZING FOREIGN POLICY PROGRAM ENGAGES IN RESEARCH AND SCHOLARSHIP ON THE LINKS BETWEEN MILITARIZED FOREIGN POLICY AND INSECURITY AT HOME. THE ADVOCACY PROGRAM PROMOTES AND DISTRIBUTES QUINCY INSTITUTE PUBLICATIONS TO CONGRESSIONAL AND ADMINISTRATION POLICYMAKERS. IT ALSO ENGAGES IN BROAD EDUCATIONAL WORK, AS WELL AS PERMISSIBLE LEVELS OF ADVOCACY IN SUPPORT OF SPECIFIC LEGISLATIVE POLICY. THE EURASIA PROGRAM ANALYZES GOVERNMENTS AND INTERNATIONAL RELATIONS IN EUROPE AND THE COUNTRIES OF THE FORMER SOVIET UNION IN ORDER TO SUPPORT U.S. POLICIES THAT PROMOTE INTERNATIONAL PEACE AND COOPERATION IN THIS REGION.

    Expenses $629,397

  • RESPONSIBLE STATECRAFT PROGRAM:RESPONSIBLE STATECRAFT IS THE QUINCY INSTITUTE'S ONLINE MAGAZINE, WHICH ADVANCES PRO-DIPLOMACY AND MILITARY RESTRAINT ANALYSIS AND RESEARCH.

    Expenses $528,112

  • EAST ASIA PROGRAM:THE EAST ASIA PROGRAM CONDUCTS RESEARCH AND COMMUNICATIONS ON THE SIZE AND NATURE OF THE CHALLENGE CHINA AND NORTH KOREA POSE TO THE UNITED STATES, AND IT ADVANCES A BALANCED ALTERNATIVE TO THE CURRENT U.S. STRATEGY OF DOMINANCE IN EAST ASIA.

    Expenses $409,676

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Andrew Bacevich

    PRESIDENT & CHAIRMAN

    Total calculated
    $0
    Hours/week
    20

  • Stephen Heintz

    SECRETARY & TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Sally Donnelly

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jessica Mathews

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Leah Hunt-Hendrix

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Amed Khan

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Catherine Lutz

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Francis Najafi

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Thomas Pickering

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Michael Zak

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Katrina Vanden Heuvel

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Michael McBride

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Trita Parsi

    EXECUTIVE VICE PRESIDENT

    Total calculated
    $322,485
    From this org
    $281,561
    From related orgs
    $0
    Other
    $40,924
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $281,561
    Bonus
    $0
    Other
    $0
    Deferred
    $11,280
    Nontaxable benefits
    $29,644
    Filer's total
    $322,485

  • Lora Lumpe

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $314,384
    From this org
    $281,948
    From related orgs
    $0
    Other
    $32,436
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $281,948
    Bonus
    $0
    Other
    $0
    Deferred
    $11,480
    Nontaxable benefits
    $20,956
    Filer's total
    $314,384

  • Michael Swaine

    DIRECTOR OF EAST ASIA

    Total calculated
    $240,340
    From this org
    $213,918
    From related orgs
    $0
    Other
    $26,422
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $213,918
    Bonus
    $0
    Other
    $0
    Deferred
    $8,400
    Nontaxable benefits
    $18,022
    Filer's total
    $240,340

  • Mark Cunningham

    DIRECTOR OF DEVELOPMENT

    Total calculated
    $159,121
    From this org
    $129,362
    From related orgs
    $0
    Other
    $29,759
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $129,362
    Bonus
    $0
    Other
    $0
    Deferred
    $5,150
    Nontaxable benefits
    $24,609
    Filer's total
    $159,121

  • Marcus Stanley

    DIRECTOR OF ADVOCACY

    Total calculated
    $155,694
    From this org
    $135,113
    From related orgs
    $0
    Other
    $20,581
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $135,113
    Bonus
    $0
    Other
    $0
    Deferred
    $5,360
    Nontaxable benefits
    $15,221
    Filer's total
    $155,694

  • Jessica Rosenblum

    DIRECTOR OF COMMUNICATIONS

    Total calculated
    $151,558
    From this org
    $136,793
    From related orgs
    $0
    Other
    $14,765
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $136,793
    Bonus
    $0
    Other
    $0
    Deferred
    $5,600
    Nontaxable benefits
    $9,165
    Filer's total
    $151,558

  • Sarang Shidore

    DIRECTOR OF STUDIES

    Total calculated
    $145,020
    From this org
    $130,549
    From related orgs
    $0
    Other
    $14,471
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
THE BOARD CONDUCTS AN INDEPENDENT REVIEW OF EXECUTIVE SALARIES. THE BOARD'S EXECUTIVE COMMITTEE PREPARES A WRITTEN ANNUAL PERFORMANCE REVIEW. A SALARY RECOMMENDATION IS THEN PREPARED BY THE BOARD'S EXECUTIVE COMMITTEE. THIS RECOMMENDATION IS BASED ON A COMBINATION OF THE PERFORMANCE REVIEW AND THE REVIEW OF THE COMPARABLE SALARY DATA.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
13 November 2023
IRS schema version
2022v5.0
Source object
202303189349302830

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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