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Nonprofiteer
← WASHINGTON INSTITUTE FOR NEAR EAST POLICY

Form 990 for tax year 2023

Filed by WASHINGTON INSTITUTE FOR NEAR EAST POLICY.

Totals

Total revenue
$24,417,660
Total expenses
$17,816,957
Contributions and grants received
$21,938,528
Grants paid
$0
Program service revenue
$584,567
Investment income
$2,007,649
Other revenue
-$113,084
Total assets, end of year
$91,104,034
Total liabilities, end of year
$13,393,071
Net assets or fund balances, end of year
$77,710,963
Program services expenses (Part IX)
$14,289,424
Management and general expenses
$1,848,835
Fundraising expenses
$1,678,698
Program service expenses (Part III)
$14,289,424

Program services were 80.2% 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.

  • 1c · Fundraising events

    $2,376,039

  • 1f · All other contributions, gifts and grants

    $19,562,489

  • 1g · Noncash contributions included above

    $1,567,571

  • 2a · Program service revenue: CONFERENCE/TRIP REVENUE

    total $502,880 · related or exempt $502,880

  • 2b · Program service revenue: CONTRACTS

    total $81,687 · related or exempt $81,687

  • 3 · Investment income

    total $1,604,196 · excluded $1,604,196

  • 7a · Gross sales of assets other than inventory

    securities $3,002,575

  • 7b · Less cost or other basis and sales expenses

    securities $2,599,122

  • 7c · Gain or loss

    securities $403,453

  • 7d · Net gain or loss

    total $403,453 · excluded $403,453

  • 8a · Fundraising events: gross income

    $84,405

  • 8a · Fundraising events: contributions included on line 1c

    $2,376,039

  • 8b · Fundraising events: direct expenses

    $197,489

  • 8c · Net income from fundraising events

    total -$113,084 · excluded -$113,084

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $2,092,582 · program services $1,381,076 · management and general $366,248 · fundraising $345,258

  • 7 · Other salaries and wages

    total $8,227,760 · program services $6,876,109 · management and general $633,728 · fundraising $717,923

  • 8 · Pension plan contributions

    total $556,308 · program services $473,709 · management and general $36,980 · fundraising $45,619

  • 9 · Other employee benefits

    total $1,109,127 · program services $950,826 · management and general $68,894 · fundraising $89,407

  • 10 · Payroll taxes

    total $609,655 · program services $473,672 · management and general $78,738 · fundraising $57,245

  • 11b · Fees: legal

    total $53,221 · management and general $53,221

  • 11c · Fees: accounting

    total $55,915 · management and general $55,915

  • 11e · Fees: professional fundraising services

    total $65,000 · fundraising $65,000

  • 11g · Fees: other

    total $809,343 · program services $631,188 · management and general $169,236 · fundraising $8,919

  • 12 · Advertising and promotion

    total $44,047 · program services $8,530 · management and general $35,517

  • 13 · Office expenses

    total $371,767 · program services $221,290 · management and general $118,556 · fundraising $31,921

  • 14 · Information technology

    total $403,458 · program services $329,967 · management and general $34,683 · fundraising $38,808

  • 16 · Occupancy

    total $1,399,932 · program services $1,138,144 · management and general $126,617 · fundraising $135,171

  • 17 · Travel

    total $781,683 · program services $743,446 · management and general $1,932 · fundraising $36,305

  • 19 · Conferences, conventions and meetings

    total $578,510 · program services $515,247 · management and general $12,032 · fundraising $51,231

  • 22 · Depreciation, depletion and amortization

    total $98,716 · program services $80,260 · management and general $8,921 · fundraising $9,535

  • 23 · Insurance

    total $223,020 · program services $181,342 · management and general $20,140 · fundraising $21,538

  • 24a · Other expenses: AUDIO VISUAL

    total $123,777 · program services $115,731 · management and general $4,812 · fundraising $3,234

  • 24b · Other expenses: PRINTING & PRODUCTION

    total $75,858 · program services $66,832 · fundraising $9,026

  • 24c · Other expenses: RESEARCH MATERIALS

    total $59,230 · program services $56,993 · management and general $542 · fundraising $1,695

  • 24d · Other expenses: BUSINESS RELATIONS

    total $42,577 · program services $36,276 · management and general $2,370 · fundraising $3,931

  • 24e · All other expenses

    total $35,471 · program services $8,786 · management and general $19,753 · fundraising $6,932

  • 26 · Joint costs (an allocation of the lines above)

    total $448,400 · program services $323,956 · management and general $0 · fundraising $124,444

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $282 · end of year $282

  • 2 · Savings and temporary cash investments

    beginning of year $14,822,575 · end of year $18,090,855

  • 3 · Pledges and grants receivable

    beginning of year $7,953,757 · end of year $8,226,813

  • 4 · Accounts receivable

    beginning of year $304,755 · end of year $600,554

  • 9 · Prepaid expenses and deferred charges

    beginning of year $213,689 · end of year $811,754

  • 10a · Land, buildings and equipment: cost or other basis

    $1,704,160

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,521,190

  • 10c · Land, buildings and equipment, net

    beginning of year $224,462 · end of year $182,970

  • 11 · Investments: publicly traded securities

    beginning of year $20,136,485 · end of year $25,678,300

  • 12 · Investments: other securities

    beginning of year $24,365,118 · end of year $27,641,306

  • 15 · Other assets

    beginning of year $10,580,556 · end of year $9,871,200

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,218,029 · end of year $1,582,842

  • 19 · Deferred revenue

    end of year $82,836

  • 25 · Other liabilities

    beginning of year $12,598,681 · end of year $11,727,393

  • 27 · Net assets without donor restrictions

    beginning of year $56,703,097 · end of year $69,155,528

  • 28 · Net assets with donor restrictions

    beginning of year $8,081,872 · end of year $8,555,435

Mission and programs · 2023

Mission

THE WASHINGTON INSTITUTE SEEKS TO IMPROVE THE QUALITY OF U.S. POLICY TOWARD THE NEAR EAST THROUGH INSIGHT, ANALYSIS AND IDEAS.

Activities or mission (Part I)

TO ADVANCE A BALANCED AND REALISTIC UNDERSTANDING OF AMERICAN INTERESTS IN THE MIDDLE EAST.

  • LINDA AND TONY RUBIN PROGRAM ON ARAB POLITICS: THE LINDA AND TONY RUBIN PROGRAM ON ARAB POLITICS FOCUSES ON POLITICAL, SOCIAL, ECONOMIC, AND SECURITY-RELATED DEVELOPMENTS IN THE ARAB WORLD, A GEOGRAPHIC AREA STRETCHING FROM NORTH AFRICA TO IRAQ.IN 2023, THE PROGRAM FOCUSED ON POLICY IMPLICATIONS FOR THE US RELATED TO IRAN'S GROWING INFLUENCE IN THE REGION; THE IMPACT AND EFFECTS OF THE GAZA WAR ON THE REGION; IRANIAN-BACKED MILITIAS AND POLITICAL PARTIES' INFLUENCE IN IRAQ, AND THE DISPOSITION OF IRAQI KURDISTAN; EGYPT'S ECONOMIC CRISIS; LEBANON'S DETERIORATION AND HEZBOLLAH'S GROWING CONTROL OF THE STATE; THE ASSAD REGIME'S REGIONAL REINTEGRATION AND THE FUTURE OF THE US TROOP PRESENCE IN SYRIA; THE ONGOING POLITICAL DEADLOCK IN LIBYA; DEMOCRATIC BACKSLIDING IN TUNISIA; WASHINGTON'S COMPLICATED BILATERAL RELATIONSHIP WITH ALGERIA, AND; CHINESE ECONOMIC INROADS INTO NORTH AFRICAN ECONOMIES.DAVID SCHENKER DIRECTED THE PROGRAM WITH THE SUPPORT OF 5 FULL-TIME SENIOR FELLOWS, CROSS-COLLABORATION WITH FELLOWS FROM OTHER PROGRAMS, VISITING FELLOWS, AND NON-RESIDENT ASSOCIATES. ALL TOLD, IN 2023, SIXTEEN INSTITUTE SCHOLARS, ASSOCIATES, AND CONSULTANTS ALSO CONTRIBUTED TO THE WORK OF THE ARAB POLITICS PROGRAM. PROGRAM PARTICIPANTS APPEARED FREQUENTLY ON TELEVISION AND RADIO. THE INSTITUTE PUBLISHED MORE THAN 80 ARTICLES/PUBLICATIONS BY PROGRAM PARTICIPANTS ON ITS WEBSITE AND MANY OF THE ARTICLES APPEARED IN OTHER ONLINE PUBLICATION SITES AND NEWS OUTLETS. THE PROGRAM HELD FREQUENT EVENTS, INCLUDING BUT NOT LIMITED TO BI-WEEKLY VIRTUAL SESSIONS CONVENED ON IRAQ, AND CONVENED 51 ROUNDTABLES ON A BROAD RANGE OF TOPICS ATTENDED BY EXECUTIVE BRANCH PERSONNEL, NGO STAKEHOLDERS, AND THE WASHINGTON POLICYMAKING COMMUNITY. IN ADDITION, THE INSTITUTE ALSO HOSTED NINE VIRTUAL POLICY FORUM PANELS.

    Expenses $3,012,856 · Revenue $20,795

  • THE KORET PROJECT ON ARAB-ISRAEL RELATIONS: THE KORET PROJECT ON ARAB-ISRAEL RELATIONS FOCUSES ON THE RELATIONSHIP BETWEEN ISRAEL AND ARAB COUNTRIES IN THE MIDDLE EAST, INCLUDING THE ISRAELI-PALESTINIAN CONFLICT. PROGRAM DIRECTOR, DAVID MAKOVSKY WORKS WITH AMBASSADOR DENNIS ROSS, DAVID POLLOCK, AND GHAITH AL-OMARI AND IN CROSS-COLLABORATION WITH FELLOWS FROM OTHER PROGRAMS, VISITING FELLOWS, AND NON-RESIDENT ASSOCIATES.PROGRAM PARTICIPANTS APPEARED FREQUENTLY ON TELEVISION AND RADIO. THE INSTITUTE PUBLISHED MORE THAN 55 ARTICLES/PUBLICATIONS BY PROGRAM PARTICIPANTS ON ITS WEBSITE AND MANY OF THE ARTICLES ALSO APPEARED ON OTHER ONLINE PUBLICATION SITES AND NEWS OUTLETS. THE PROGRAM HELD AN IN-PERSON STRATEGIC DIALOGUE AS WELL AS A SERIES OF VIRTUAL MINI-DIALOGUES, 10 ONLINE POLICY FORUMS, AND 11 IN-HOUSE ROUNDTABLES. THE PROGRAM ALSO PRODUCED A PODCAST SERIES AND MAINTAINS AN INTERACTIVE WEBSITE TRACKING JEWISH SETTLEMENTS IN THE WEST BANK.

    Expenses $2,349,987 · Revenue $20,795

  • Withheld by Nonprofiteer: this text may name a private individual.

    Expenses $1,705,610 · Revenue $194,509

  • VITERBI PROGRAM ON IRAN AND U.S. POLICY

    Expenses $1,664,834 · Revenue $132,645

  • GLAZER FOUNDATION PROGRAM ON GREAT POWER COMPETITION AND THE MIDDLE EAST

    Expenses $1,208,357 · Revenue $132,643

  • MILITARY AND SECURITY STUDIES PROGRAM

    Expenses $1,182,143 · Revenue $20,795

  • PROJECT FIKRA (ARABIC-ENGLISH ANALYTICAL AND POLICY EXCHANGE PROGRAM)

    Expenses $1,156,808 · Revenue $20,795

  • TURKISH RESEARCH PROGRAM

    Expenses $1,007,493 · Revenue $20,795

  • BERNSTEIN PROGRAM ON GULF AND ENERGY POLICY

    Expenses $1,001,336 · Revenue $20,795

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • JAY BERNSTEIN

    PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • SHELLY KASSEN

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    3

  • HOWARD P BERKOWITZ

    CHAIRMAN EMERITUS

    Total calculated
    $0
    Hours/week
    3

  • MARTIN J GROSS

    CHAIRMAN EMERITUS

    Total calculated
    $0
    Hours/week
    3

  • JAMES SCHREIBER

    CHAIRMAN EMERITUS

    Total calculated
    $0
    Hours/week
    3

  • BARBI WEINBERG

    FOUNDING PRESIDENT/CHAIRMAN EMERITA

    Total calculated
    $0
    Hours/week
    3

  • MOSES S LIBITZKY

    SENIOR VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • JOHN SHAPIRO

    SENIOR VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • LYNN LEVY PESECKIS

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • LIEF D ROSENBLATT

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • RALPH GERSON

    SECRETARY

    Total calculated
    $0
    Hours/week
    3

  • SUSAN WAGNER

    TREASURER

    Total calculated
    $0
    Hours/week
    3

  • JEFFREY I ABRAMS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • GREGG ABRAMSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • ANTHONY BEYER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • PHILIP FRIEDMANN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • ROBERT FROMER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • DAVID FUENTE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • MICHAEL GELMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • BRUCE LANE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • STEVEN LEVY

    BOARD MEMBER (FROM 5/2023)

    Total calculated
    $0
    Hours/week
    3

  • ROBIN CHEMERS NEUSTEIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • JEANETTE GARRETTY REINHARD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • TONY RUBIN

    BOARD MEMBER (FROM 5/2023)

    Total calculated
    $0
    Hours/week
    3

  • ZACHARY SCHREIBER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • MIKE SEGAL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • MERRYL TISCH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • DIANE TRODERMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • GARY WEXLER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • BILL WOLFE

    BOARD MEMBER (FROM 5/2023)

    Total calculated
    $0
    Hours/week
    3

  • RICHARD S ZIMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • ROBERT SATLOFF

    EXECUTIVE DIRECTOR

    Total calculated
    $701,925
    From this org
    $627,615
    From related orgs
    $0
    Other
    $74,310
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $591,615
    Bonus
    $36,000
    Other
    $0
    Deferred
    $33,192
    Nontaxable benefits
    $41,118
    Filer's total
    $701,925

  • LAURA HANNAH

    CHIEF FINANCIAL OFFICER

    Total calculated
    $320,823
    From this org
    $243,179
    From related orgs
    $0
    Other
    $77,644
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $243,179
    Bonus
    $0
    Other
    $0
    Deferred
    $23,963
    Nontaxable benefits
    $53,681
    Filer's total
    $320,823

  • MICHAEL SINGH

    MANAGING DIRECTOR

    Total calculated
    $454,247
    From this org
    $360,210
    From related orgs
    $0
    Other
    $94,037
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $360,210
    Bonus
    $0
    Other
    $0
    Deferred
    $33,192
    Nontaxable benefits
    $60,845
    Filer's total
    $454,247

  • DANIEL HECKELMAN

    DIRECTOR OF DEVELOPMENT

    Total calculated
    $319,959
    From this org
    $247,518
    From related orgs
    $0
    Other
    $72,441
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $247,518
    Bonus
    $0
    Other
    $0
    Deferred
    $24,125
    Nontaxable benefits
    $48,316
    Filer's total
    $319,959

  • PATRICK CLAWSON

    DIRECTOR OF RESEARCH

    Total calculated
    $295,628
    From this org
    $246,889
    From related orgs
    $0
    Other
    $48,739
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $246,889
    Bonus
    $0
    Other
    $0
    Deferred
    $23,752
    Nontaxable benefits
    $24,987
    Filer's total
    $295,628

  • DENNIS ROSS

    COUNSELOR

    Total calculated
    $446,582
    From this org
    $366,042
    From related orgs
    $0
    Other
    $80,540
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $366,042
    Bonus
    $0
    Other
    $0
    Deferred
    $33,192
    Nontaxable benefits
    $47,348
    Filer's total
    $446,582

  • DAVID MAKOVSKY

    SENIOR FELLOW

    Total calculated
    $432,915
    From this org
    $333,639
    From related orgs
    $0
    Other
    $99,276
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $333,639
    Bonus
    $0
    Other
    $0
    Deferred
    $33,192
    Nontaxable benefits
    $66,084
    Filer's total
    $432,915

  • MATTHEW LEVITT

    SENIOR FELLOW

    Total calculated
    $411,574
    From this org
    $316,685
    From related orgs
    $0
    Other
    $94,889
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $316,685
    Bonus
    $0
    Other
    $0
    Deferred
    $33,192
    Nontaxable benefits
    $61,697
    Filer's total
    $411,574

  • MICHAEL EISENSTADT

    SENIOR FELLOW

    Total calculated
    $313,981
    From this org
    $234,939
    From related orgs
    $0
    Other
    $79,042
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $234,939
    Bonus
    $0
    Other
    $0
    Deferred
    $22,745
    Nontaxable benefits
    $56,297
    Filer's total
    $313,981

  • DAVID SCHENKER

    SENIOR FELLOW

    Total calculated
    $310,233
    From this org
    $261,034
    From related orgs
    $0
    Other
    $49,199
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $261,034
    Bonus
    $0
    Other
    $0
    Deferred
    $25,350
    Nontaxable benefits
    $23,849
    Filer's total
    $310,233

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 · Compensation committee
  • 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 7
ROBERT SATLOFF RECEIVED A MERIT-BASED BONUS DURING THE YEAR OF $36,000.

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
12 November 2024
IRS schema version
2023v5.1
Source object
202433179349304423

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