Form 990 for tax year 2023
Filed by COUNCIL ON FOREIGN RELATIONS INC.
Totals
- Total revenue
- $79,154,300
- Total expenses
- $94,313,900
- Contributions and grants received
- $48,522,049
- Grants paid
- $1,983,150
- Program service revenue
- $23,166,251
- Investment income
- $6,367,600
- Other revenue
- $1,098,400
- Total assets, end of year
- $755,521,700
- Total liabilities, end of year
- $63,364,600
- Net assets or fund balances, end of year
- $692,157,100
- Program services expenses (Part IX)
- $68,437,800
- Management and general expenses
- $20,243,800
- Fundraising expenses
- $5,632,300
- Program service expenses (Part III)
- $68,437,800
Program services were 72.6% 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.
-
1b · Membership dues
$5,003,281
-
1f · All other contributions, gifts and grants
$43,518,768
-
1g · Noncash contributions included above
$356,928
-
2a · Program service revenue: FOREIGN AFFAIRS
total $12,220,500 · related or exempt $12,220,500
-
2b · Program service revenue: INDIVIDUAL MEMBERSHIP
total $9,904,500 · related or exempt $9,904,500
-
2c · Program service revenue: CORPORATE MEMBERSHIP
total $1,041,251 · related or exempt $1,041,251
-
3 · Investment income
total $4,221,000 · unrelated business -$130,752 · excluded $4,351,752
-
6a · Gross rents
real property $1,306,800
-
6b · Less rental expenses
real property $699,900
-
6c · Rental income or loss
real property $606,900
-
6d · Net rental income or loss
total $606,900 · unrelated business -$57,281 · excluded $664,181
-
7a · Gross sales of assets other than inventory
securities $95,784,800
-
7b · Less cost or other basis and sales expenses
securities $93,638,200
-
7c · Gain or loss
securities $2,146,600
-
7d · Net gain or loss
total $2,146,600 · excluded $2,146,600
-
10a · Gross sales of inventory
$7,000
-
10b · Cost of goods sold
$4,700
-
10c · Net income from sales of inventory
total $2,300 · excluded $2,300
-
11a · Other revenue: INSURANCE SETTLEMENT
total $85,000 · excluded $85,000
-
11b · Other revenue: REIMBURSEMENTS
total $55,000 · excluded $55,000
-
11d · All other revenue
total $349,200 · excluded $349,200
-
11e · Other revenue, total
$489,200
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $1,983,150 · program services $1,983,150
-
5 · Compensation of officers, directors and key employees
total $7,555,626 · program services $5,698,426 · management and general $1,332,103 · fundraising $525,097
-
7 · Other salaries and wages
total $39,020,174 · program services $29,428,874 · management and general $6,879,497 · fundraising $2,711,803
-
8 · Pension plan contributions
total $2,640,000 · program services $1,407,000 · management and general $1,137,600 · fundraising $95,400
-
9 · Other employee benefits
total $6,457,400 · program services $5,813,000 · fundraising $644,400
-
10 · Payroll taxes
total $1,943,700 · program services $1,698,100 · management and general $130,500 · fundraising $115,100
-
11b · Fees: legal
total $144,600 · program services $81,400 · management and general $58,300 · fundraising $4,900
-
11c · Fees: accounting
total $257,400 · management and general $257,400
-
11f · Fees: investment management
total $4,964,900 · management and general $4,964,900
-
11g · Fees: other
total $6,504,194 · program services $5,046,261 · management and general $1,083,297 · fundraising $374,636
-
13 · Office expenses
total $2,056,200 · program services $1,529,600 · management and general $462,400 · fundraising $64,200
-
14 · Information technology
total $3,119,700 · program services $2,318,600 · management and general $715,800 · fundraising $85,300
-
16 · Occupancy
total $2,526,000 · program services $1,666,700 · management and general $740,600 · fundraising $118,700
-
17 · Travel
total $1,893,700 · program services $1,456,200 · management and general $244,700 · fundraising $192,800
-
19 · Conferences, conventions and meetings
total $3,666,800 · program services $2,984,300 · management and general $334,100 · fundraising $348,400
-
20 · Interest
total $1,607,800 · program services $840,800 · management and general $721,800 · fundraising $45,200
-
22 · Depreciation, depletion and amortization
total $2,537,500 · program services $1,454,700 · management and general $976,600 · fundraising $106,200
-
24a · Other expenses: PUBLICATION & PRINTING
total $3,474,600 · program services $3,433,700 · fundraising $40,900
-
24b · Other expenses: MISCELLANEOUS
total $1,591,900 · program services $1,297,700 · management and general $150,800 · fundraising $143,400
-
24c · Other expenses: HONORARIUMS
total $368,556 · program services $299,289 · management and general $53,403 · fundraising $15,864
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $84,576,600 · end of year $72,705,200
-
3 · Pledges and grants receivable
beginning of year $31,566,500 · end of year $31,517,500
-
4 · Accounts receivable
beginning of year $2,110,200 · end of year $3,215,400
-
8 · Inventories for sale or use
beginning of year $220,100 · end of year $450,600
-
9 · Prepaid expenses and deferred charges
beginning of year $1,288,900 · end of year $1,541,500
-
10a · Land, buildings and equipment: cost or other basis
$125,289,800
-
10b · Land, buildings and equipment: accumulated depreciation
$68,252,100
-
10c · Land, buildings and equipment, net
beginning of year $58,834,200 · end of year $57,037,700
-
11 · Investments: publicly traded securities
beginning of year $44,733,800 · end of year $62,757,900
-
12 · Investments: other securities
beginning of year $496,377,300 · end of year $526,295,900
-
17 · Accounts payable and accrued expenses
beginning of year $9,100,300 · end of year $9,978,400
-
19 · Deferred revenue
beginning of year $7,296,900 · end of year $7,456,200
-
20 · Tax-exempt bond liabilities
beginning of year $44,430,000 · end of year $42,205,000
-
25 · Other liabilities
beginning of year $4,351,700 · end of year $3,725,000
-
27 · Net assets without donor restrictions
beginning of year $142,196,600 · end of year $148,302,900
-
28 · Net assets with donor restrictions
beginning of year $512,332,100 · end of year $543,854,200
Mission and programs · 2023
Mission
THE COUNCIL ON FOREIGN RELATIONS (CFR) IS AN INDEPENDENT, NONPARTISAN MEMBERSHIP ORGANIZATION, THINK TANK, AND PUBLISHER DEDICATED TO BEING A RESOURCE FOR ITS MEMBERS, GOVERNMENT OFFICIALS, BUSINESS EXECUTIVES, JOURNALISTS, EDUCATORS AND (CONTINUED ON SCHEDULE O)
Activities or mission (Part I)
CFR IS AN INDEPENDENT, NON-PARTISAN FOREIGN POLICY MEMBERSHIP ORGANIZATION. (SEE SCHED O).
-
THE DAVID ROCKEFELLER STUDIES PROGRAM: CFR'S THINK TANK ANALYZES PRESSING GLOBAL CHALLENGES AND OFFERS ACTIONABLE STEPS THAT POLICYMAKERS AND CITIZENS CAN TAKE TO ADDRESS THEM. THE MORE THAN SEVENTY FULL-TIME AND ADJUNCT FELLOWS IN STUDIES COVER ALL THE WORLD'S MAJOR REGIONS AND SIGNIFICANT FOREIGN POLICY ISSUES. IN ADDITION TO PRODUCING BOOKS, ARTICLES, OP-EDS, BLOGS, PODCASTS, AND INTERACTIVES, THE STUDIES PROGRAM ADMINISTERS ELEVEN FELLOWSHIP PROGRAMS.
Expenses $31,812,700 · Grants $1,983,150
-
FOR OVER 100 YEARS, FOREIGN AFFAIRS HAS BEEN THE LEADING FORUM FOR SERIOUS DISCUSSION OF AMERICAN FOREIGN POLICY AND GLOBAL AFFAIRS. IT IS NOW A MULTIPLATFORM MEDIA ORGANIZATION WITH A PRINT MAGAZINE, A WEBSITE, A MOBILE SITE, A PODCAST, APPS AND SOCIAL MEDIA FEEDS. THROUGHOUT ITS HISTORY, FOREIGN AFFAIRS HAS STAYED TRUE TO ITS MISSION PUBLISHED IN THE FIRST ISSUE OF THE MAGAZINE IN 1922: "FOREIGN AFFAIRS WILL DEAL WITH QUESTIONS OF INTERNATIONAL INTEREST TODAY. THEY WILL COVER A BROAD RANGE OF SUBJECTS, NOT ONLY POLITICAL BUT HISTORICAL AND ECONOMIC. IN PURSUANCE OF ITS IDEALS FOREIGN AFFAIRS WILL NOT DEVOTE ITSELF TO THE SUPPORT OF ANY ONE CAUSE, HOWEVER WORTHY. LIKE THE COUNCIL ON FOREIGN RELATIONS FROM WHICH IT HAS SPRUNG IT WILL TOLERATE WIDE DIFFERENCES OF OPINION. (CONTINUED ON SCHEDULE O) ITS ARTICLES WILL NOT REPRESENT ANY CONSENSUS OF BELIEFS. WHAT IS DEMANDED OF THEM IS THAT THEY SHALL BE COMPETENT AND WELL INFORMED, REPRESENTING HONEST OPINIONS SERIOUSLY HELD AND CONVINCINGLY EXPRESSED."
Expenses $13,836,700 · Revenue $12,220,500
-
PRODUCT, DESIGN, AND ENGINEERING (PDE) DESIGNS, DEVELOPS, AND MAINTAINS PRODUCTS THAT SERVE THE COUNCIL'S MISSION TO IMPART A BETTER UNDERSTANDING OF THE WORLD AMONG ITS MEMBERS AND OTHER INTERESTED CITIZENS. WE COLLABORATE WITH DEPARTMENTS ACROSS THE COUNCIL TO SET AND EXECUTE THE DIGITAL VISION FOR CFR.ORG, AS WELL AS FOR A ROBUST PORTFOLIO OF MICROSITES AND MEMBER SERVICES. WE ARE COMMITTED TO USER-CENTRICITY IN OUR APPROACH, ITERATION IN OUR IMPLEMENTATION, AND STABILITY IN OUR SITES AND SERVICES. CFR.ORG CONTINUES TO BE A LEADING SOURCE OF TIMELY ANALYSIS ON CRITICAL FOREIGN POLICY ISSUES. THE WEBSITE'S MOST POPULAR PRODUCTS ARE CFR BACKGROUNDERS, WHICH PROVIDE AUTHORITATIVE, ACCESSIBLE, AND REGULARLY UPDATED PRIMERS ON HUNDREDS OF FOREIGN POLICY TOPICS. (CONTINUED ON SCHEDULE O) THE WEBSITE'S SECOND MOST POPULAR PRODUCT, THE COUNCIL'S GLOBAL CONFLICT TRACKER (GCT), IS AN INTERACTIVE DASHBOARD CREATED AND MAINTAINED BY THE CENTER FOR PREVENTIVE ACTION, WHICH TRACKS AND ANALYZES ARMED CONFLICTS AROUND THE WORLD IN REAL TIME.
Expenses $5,198,700
-
ALL OTHER PROGRAMMATIC ACTIVITIESCFR'S WEBSITE, CFR.ORG, IS ONE OF THE ORGANIZATION'S PRIMARY COMMUNICATIONS CHANNELS TO ITS VARIOUS AUDIENCES. THE SITE PUBLISHES A RICH VARIETY OF TYPES OF CONTENT, INCLUDING THE DAILY NEWS ANALYSIS, BACKGROUNDERS, INTERVIEWS, PODCASTS, OPINION PIECES, FULL TEXT OF PUBLICATIONS FROM THE THINK TANK, RESOURCES IN SUPPORT OF THE VARIOUS OUTREACH INITIATIVES, VIDEOS AND TRANSCRIPTS OF ON-THE-RECORD MEETINGS AND SEMINARS AND MORE. THE SITE ALSO PROVIDES A COMPREHENSIVE ACCOUNT OF THE HISTORY AND ACTIVITIES OF CFR IN NEW YORK AND AT ITS WASHINGTON D.C. OFFICE. THE STEPHEN M. KELLEN TERM MEMBER PROGRAM ENCOURAGES PROMISING YOUNG LEADERS IN GOVERNMENT, MEDIA, NONGOVERNMENTAL ORGANIZATIONS, LAW, BUSINESS, FINANCE, AND ACADEMIA TO ENGAGE IN A SUSTAINED CONVERSATION ON INTERNATIONAL AFFAIRS AND U.S. FOREIGN POLICY. THE PROGRAM ALLOWS THESE YOUNGER MEMBERS TO INTERACT WITH SEASONED FOREIGN-POLICY EXPERTS AND PARTICIPATE IN A WIDE VARIETY OF EVENTS DESIGNED ESPECIALLY FOR THEM. EACH YEAR A NEW CLASS OF TERM MEMBERS, BETWEEN THE AGES OF 30 AND 36, IS ELECTED TO A FIVE-YEAR MEMBERSHIP TERM. THE COUNCIL ON FOREIGN RELATIONS SPONSORS INDEPENDENT TASK FORCES TO ASSESS ISSUES OF CRITICAL IMPORTANCE TO U.S. FOREIGN POLICY. DIVERSE IN BACKGROUNDS AND PERSPECTIVES, TASK FORCE MEMBERS WORK TO REACH MEANINGFUL CONSENSUS ACROSS PARTISAN LINES ON MATTERS OF POLICY. SINCE THE PROGRAM'S INCEPTION IN 1995, TASK FORCES HAVE BECOME A TRADEMARK OF THE COUNCIL.STUDENTS TODAY LIVE IN A WORLD MORE CONNECTED THAN AT ANY POINT IN HISTORY, WHERE FAST-SPREADING VIRUSES, CARBON EMISSIONS, AND SCIENTIFIC BREAKTHROUGHS TRANSCEND BORDERS. TO SUCCESSFULLY NAVIGATE THE CHALLENGES AND OPPORTUNITIES AHEAD REQUIRES THAT THEY DEVELOP GLOBAL LITERACY, THE ESSENTIAL KNOWLEDGE, SKILLS, AND PERSPECTIVE NEEDED TO UNDERSTAND HOW OUR COMPLICATED AND FASCINATING WORLD WORKS. SINCE 2015, CFR EDUCATION HAS DEVOTED ITSELF TO THIS VITAL WORK, DEVELOPING AWARD-WINNING CLASSROOM PRODUCTS DESIGNED TO INTRODUCE STUDENTS IN MIDDLE SCHOOL ALL THE WAY THROUGH GRADUATE SCHOOL TO THE FUNDAMENTALS OF FOREIGN POLICY AND INTERNATIONAL RELATIONS IN ORDER TO MAKE SENSE OF THE WORLD AROUND THEM.IN REGARDS TO OUTREACH INITIATIVES, THE COUNCIL IS COMMITTED TO REACHING OUT TO DIFFERENT CONSTITUENCIES SO THAT THEY BETTER UNDERSTAND THE WORLD AND THE FOREIGN POLICY CHOICES FACING THE UNITED STATES AND OTHER GOVERNMENTS. CFR IS DEVOTING MORE TIME AND ENERGY TO CONNECTING WITH AND SERVING AS A RESOURCE FOR GROUPS OF INTERESTED CITIZENS WHOSE VOICES ARE INCREASINGLY IMPORTANT TO THE NATIONAL FOREIGN POLICY DEBATE. THESE CONSTITUENCIES INCLUDE EDUCATORS AND STUDENTS; RELIGIOUS AND CONGREGATIONAL LEADERS; AND STATE AND LOCAL OFFICIALS; AND LOCAL JOURNALISTS. CFR'S ADDITIONAL PROGRAMS ARE EDUCATION, A NATIONAL PROGRAM AND A GLOBAL BOARD OF ADVISORS. FOR MORE INFORMATION, PLEASE VISIT THE ORGANIZATION'S WEBSITE, WWW.CFR.ORG.TOTAL EXPENSES ASSOCIATED WITH OTHER PROGRAM SERVICE ACTIVITIES ARE AS FOLLOWS:EDUCATION - $4,817,000MEETINGS PROGRAM - $4,490,000 MEMBERSHIP - $2,562,700 OUTREACH - $2,278,900NATIONAL PROGRAM - $2,053,000 TERM MEMBER PROGRAM - $770,300 TASK FORCE - $520,000 GLOBAL BOARD OF ADVISORS - $96,900 TOTAL REVENUE ASSOCIATED WITH OTHER PROGRAM SERVICE ACTIVITIES ARE AS FOLLOWS:MEMBERSHIP DUES (NON-CONTRIBUTION) - $16,630,000
Expenses $17,589,700 · Revenue $10,945,751
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Richard N Haass Non-VotingRICHARD N HAASS NON-VOTING
PRESIDENT EMERITUS (07/2023-12/2023)
- Total calculated
- $1,504,030
- From this org
- $1,439,693
- From related orgs
- $0
- Other
- $64,337
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $494,530
- Bonus
- $500,000
- Other
- $445,163
- Deferred
- $25,380
- Nontaxable benefits
- $38,957
- Filer's total
- $1,504,030
-
Michael FromanMICHAEL FROMAN
PRESIDENT (AS OF 07/2023)
- Total calculated
- $539,278
- From this org
- $522,185
- From related orgs
- $0
- Other
- $17,093
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $421,393
- Bonus
- $0
- Other
- $100,792
- Deferred
- $0
- Nontaxable benefits
- $17,093
- Filer's total
- $539,278
-
David M RubensteinDAVID M RUBENSTEIN
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Blair EffronBLAIR EFFRON
VICE CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Jami MiscikJAMI MISCIK
VICE CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Thad AllenTHAD ALLEN
DIRECTOR (THRU 06/13/2024)
- Total calculated
- $0
- Hours/week
- 1
-
Nicholas BeimNICHOLAS BEIM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Afsaneh Mashayekhi BeschlossAFSANEH MASHAYEKHI BESCHLOSS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Margaret BrennanMARGARET BRENNAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sylivia Mathews BurwellSYLIVIA MATHEWS BURWELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kenneth I ChenaultKENNETH I CHENAULT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Tony ColesTONY COLES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Cesar CondeCESAR CONDE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Michele FlournoyMICHELE FLOURNOY
DIRECTOR (AS OF 06/13/2024)
- Total calculated
- $0
- Hours/week
- 1
-
Jane FraserJANE FRASER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Stephen C FreidheimSTEPHEN C FREIDHEIM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
James P GormanJAMES P GORMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Stephen J HadleySTEPHEN J HADLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Margaret Peggy HamburgMARGARET PEGGY HAMBURG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
William HurdWILLIAM HURD
DIRECTOR (AS OF 06/13/2024)
- Total calculated
- $0
- Hours/week
- 1
-
Jeh Charles JohnsonJEH CHARLES JOHNSON
DIRECTOR (THRU 06/13/2024)
- Total calculated
- $0
- Hours/week
- 1
-
Charles R KayeCHARLES R KAYE
DIRECTOR (AS OF 06/13/2024)
- Total calculated
- $0
- Hours/week
- 1
-
James ManyikaJAMES MANYIKA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
William H McRavenWILLIAM H MCRAVEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Justin MuzinichJUSTIN MUZINICH
DIRECTOR (AS OF 07/2023)
- Total calculated
- $0
- Hours/week
- 1
-
Janet A NapolitanoJANET A NAPOLITANO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Meghan O'SullivanMEGHAN O'SULLIVAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Deven J ParekhDEVEN J PAREKH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Charles PhillipsCHARLES PHILLIPS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Richard L PleplerRICHARD L PLEPLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ruth PoratRUTH PORAT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Laurene Powell JobsLAURENE POWELL JOBS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
L Rafael ReifL RAFAEL REIF
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mariko SilverMARIKO SILVER
DIRECTOR (AS OF 07/2023)
- Total calculated
- $0
- Hours/week
- 1
-
James TaicletJAMES TAICLET
DIRECTOR (AS OF 07/2023)
- Total calculated
- $0
- Hours/week
- 1
-
Frances F TownsendFRANCES F TOWNSEND
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Tracey T TravisTRACEY T TRAVIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Daniel H YerginDANIEL H YERGIN
DIRECTOR (THRU 06/13/2024)
- Total calculated
- $0
- Hours/week
- 1
-
Fareed ZakariaFAREED ZAKARIA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Amy ZegartAMY ZEGART
DIRECTOR (AS OF 07/2023)
- Total calculated
- $0
- Hours/week
- 1
-
Keith C Olson - Exec Vp CfoKEITH C OLSON - EXEC VP CFO
& TREASURER (THRU 03/2024)
- Total calculated
- $607,918
- From this org
- $543,199
- From related orgs
- $0
- Other
- $64,719
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $425,136
- Bonus
- $117,500
- Other
- $563
- Deferred
- $25,395
- Nontaxable benefits
- $39,324
- Filer's total
- $607,918
-
James M LindsayJAMES M LINDSAY
SR. VP & DIRECTOR OF STUDIES
- Total calculated
- $559,345
- From this org
- $491,938
- From related orgs
- $0
- Other
- $67,407
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $358,103
- Bonus
- $132,160
- Other
- $1,675
- Deferred
- $25,400
- Nontaxable benefits
- $42,007
- Filer's total
- $559,345
-
Suzanne E HelmSUZANNE E HELM
VP, PHILANTHROPY & RELATION
- Total calculated
- $478,534
- From this org
- $413,879
- From related orgs
- $0
- Other
- $64,655
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $325,655
- Bonus
- $85,000
- Other
- $3,224
- Deferred
- $25,400
- Nontaxable benefits
- $39,255
- Filer's total
- $478,534
-
Jan Mowder HughesJAN MOWDER HUGHES
VP & CHIEF HR OFFICER
- Total calculated
- $407,186
- From this org
- $343,817
- From related orgs
- $0
- Other
- $63,369
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $252,203
- Bonus
- $90,000
- Other
- $1,614
- Deferred
- $21,362
- Nontaxable benefits
- $42,007
- Filer's total
- $407,186
-
Shannon O'NeilSHANNON O'NEIL
VP, DEPUTY DIR. OF STUDIES
- Total calculated
- $412,415
- From this org
- $343,151
- From related orgs
- $0
- Other
- $69,264
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $282,588
- Bonus
- $60,000
- Other
- $563
- Deferred
- $24,036
- Nontaxable benefits
- $45,228
- Filer's total
- $412,415
-
Caroline NetchvolodoffCAROLINE NETCHVOLODOFF
VP, EDUCATION
- Total calculated
- $389,430
- From this org
- $326,717
- From related orgs
- $0
- Other
- $62,713
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $247,603
- Bonus
- $77,500
- Other
- $1,614
- Deferred
- $20,706
- Nontaxable benefits
- $42,007
- Filer's total
- $389,430
-
Stephanie SolomonSTEPHANIE SOLOMON
VP, CHIEF REV OFF., FOREIGN AFFAIRS
- Total calculated
- $387,323
- From this org
- $323,970
- From related orgs
- $0
- Other
- $63,353
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $255,603
- Bonus
- $68,000
- Other
- $367
- Deferred
- $21,346
- Nontaxable benefits
- $42,007
- Filer's total
- $387,323
-
Nancy D BodurthaNANCY D BODURTHA
VP, MEETINGS & MEMBERSHIP
- Total calculated
- $384,808
- From this org
- $325,053
- From related orgs
- $0
- Other
- $59,755
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $250,479
- Bonus
- $72,960
- Other
- $1,614
- Deferred
- $20,798
- Nontaxable benefits
- $38,957
- Filer's total
- $384,808
-
Irina FaskianosIRINA FASKIANOS
VP, NATIONAL PROGRAM & OUTREACH
- Total calculated
- $381,152
- From this org
- $313,938
- From related orgs
- $0
- Other
- $67,214
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $242,266
- Bonus
- $70,620
- Other
- $1,052
- Deferred
- $20,706
- Nontaxable benefits
- $46,508
- Filer's total
- $381,152
-
Iva ZoricIVA ZORIC
VP, GLOB COM & MEDIA RELATIONS
- Total calculated
- $405,735
- From this org
- $345,152
- From related orgs
- $0
- Other
- $60,583
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $262,153
- Bonus
- $70,000
- Other
- $12,999
- Deferred
- $21,626
- Nontaxable benefits
- $38,957
- Filer's total
- $405,735
-
Jeffrey A ReinkeJEFFREY A REINKE
SECRETARY (THRU 06/2024)
- Total calculated
- $395,634
- From this org
- $336,051
- From related orgs
- $0
- Other
- $59,583
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $222,653
- Bonus
- $100,000
- Other
- $13,398
- Deferred
- $18,626
- Nontaxable benefits
- $40,957
- Filer's total
- $395,634
-
Jennifer PerezJENNIFER PEREZ
CFO AND TREASURER (AS OF 03/2024)
- Total calculated
- $316,527
- From this org
- $292,974
- From related orgs
- $0
- Other
- $23,553
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $245,616
- Bonus
- $47,000
- Other
- $358
- Deferred
- $20,026
- Nontaxable benefits
- $3,527
- Filer's total
- $316,527
-
Christopher TuttleCHRISTOPHER TUTTLE
SECRETARY (AS OF 06/2024)
- Total calculated
- $289,898
- From this org
- $270,872
- From related orgs
- $0
- Other
- $19,026
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $237,823
- Bonus
- $32,500
- Other
- $549
- Deferred
- $19,026
- Nontaxable benefits
- $0
- Filer's total
- $289,898
-
Steven Bennett As Of 032024STEVEN BENNETT AS OF 032024
EXEC. VP & CHIEF. ADMIN. OFFICER
- Total calculated
- $0
- Hours/week
- 35
-
Millie Tran As Of 052024MILLIE TRAN AS OF 052024
VP & CHIEF DIGITAL CONTENT OFFICER
- Total calculated
- $0
- Hours/week
- 35
-
Giovanna M BanGIOVANNA M BAN
CHIEF INVESTMENT OFFICER
- Total calculated
- $632,061
- From this org
- $564,654
- From related orgs
- $0
- Other
- $67,407
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $464,273
- Bonus
- $100,000
- Other
- $381
- Deferred
- $25,400
- Nontaxable benefits
- $42,007
- Filer's total
- $632,061
-
Daniel A Kurtz-PhelanDANIEL A KURTZ-PHELAN
EDITOR
- Total calculated
- $465,010
- From this org
- $397,034
- From related orgs
- $0
- Other
- $67,976
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $311,789
- Bonus
- $85,000
- Other
- $245
- Deferred
- $25,200
- Nontaxable benefits
- $42,776
- Filer's total
- $465,010
-
Miriam S HigginsMIRIAM S HIGGINS
GENERAL COUNSEL
- Total calculated
- $416,829
- From this org
- $350,714
- From related orgs
- $0
- Other
- $66,115
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $290,130
- Bonus
- $59,000
- Other
- $1,584
- Deferred
- $24,108
- Nontaxable benefits
- $42,007
- Filer's total
- $416,829
-
Martin IndykMARTIN INDYK
DISTINGUISHED FELLOW
- Total calculated
- $356,102
- From this org
- $293,622
- From related orgs
- $0
- Other
- $62,480
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $275,483
- Bonus
- $13,100
- Other
- $5,039
- Deferred
- $22,754
- Nontaxable benefits
- $39,726
- Filer's total
- $356,102
-
Frank Alvarez - ManagingFRANK ALVAREZ - MANAGING
DIR., FACILITY, EVENT, & SECURITY MGMT
- Total calculated
- $335,460
- From this org
- $298,359
- From related orgs
- $0
- Other
- $37,101
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $244,283
- Bonus
- $53,050
- Other
- $1,026
- Deferred
- $20,026
- Nontaxable benefits
- $17,075
- Filer's total
- $335,460
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
- 1a · Tax indemnification and gross-up payments
- 1a · Housing allowance or residence for personal use
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 7 · Other non-fixed payments
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
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 1A
- IN ACCORDANCE WITH THEIR EMPLOYMENT CONTRACTS, THE COUNCIL PROVIDES THE PRESIDENT AND PRESIDENT EMERITUS, A HOUSING ALLOWANCE WHICH IS GROSSED UP AND INCLUDED IN THEIR TAXABLE WAGES. THE HOUSING ALLOWANCES ARE REFLECTED ON SCHEDULE J, PART II, COLUMN (B)(III). SCHEDULE J, PART II, COLUMN (B)(III) ALSO REFLECTS TAX GROSS UP PAYMENTS ON A PORTION OF THE PRESIDENT EMERITUS' COMPENSATION PAID IN LIGHT OF IRS LIMITS ON RETIREMENT PLAN COMPENSATION.
- PART I, LINE 7
- NON-FIXED PAYMENTS THE COUNCIL ON FOREIGN RELATIONS PROVIDES DISCRETIONARY BONUSES TO OFFICERS AND KEY EMPLOYEES REPORTED ON THE ORGANIZATION'S FORM 990. THE PROCESS FOR DETERMINING THOSE BONUSES HAS BEEN DESCRIBED IN SCHEDULE O WHERE THE COUNCIL DISCUSSES ITS COMPENSATION PROCESS. THE COUNCIL'S COMPENSATION AND BONUSES ARE DETERMINED IN THE SAME PROCESS.
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
- 2023
- Filed
- 11 March 2025
- IRS schema version
- 2023v6.0
- Source object
- 202510709349301901
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.