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← QUINCY INSTITUTE FOR RESPONSIBLE STATECRAFT

Form 990 for tax year 2023

Filed by QUINCY INSTITUTE FOR RESPONSIBLE STATECRAFT.

Totals

Total revenue
$8,890,642
Total expenses
$6,157,823
Contributions and grants received
$8,871,862
Grants paid
$0
Program service revenue
$0
Investment income
$18,672
Other revenue
$108
Total assets, end of year
$7,260,197
Total liabilities, end of year
$530,192
Net assets or fund balances, end of year
$6,730,005
Program services expenses (Part IX)
$5,103,004
Management and general expenses
$601,757
Fundraising expenses
$453,062
Program service expenses (Part III)
$5,103,004

Program services were 82.9% 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

    $8,871,862

  • 3 · Investment income

    total $18,672 · excluded $18,672

  • 11a · Other revenue: OTHER INCOME

    total $108 · related or exempt $108

  • 11e · Other revenue, total

    $108

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $583,000 · program services $377,700 · management and general $88,200 · fundraising $117,100

  • 7 · Other salaries and wages

    total $3,326,155 · program services $2,852,106 · management and general $248,115 · fundraising $225,934

  • 8 · Pension plan contributions

    total $115,551 · program services $92,534 · management and general $12,960 · fundraising $10,057

  • 9 · Other employee benefits

    total $320,634 · program services $227,791 · management and general $68,104 · fundraising $24,739

  • 10 · Payroll taxes

    total $297,156 · program services $244,740 · management and general $25,773 · fundraising $26,643

  • 11c · Fees: accounting

    total $38,606 · management and general $38,606

  • 11f · Fees: investment management

    total $20,301 · management and general $20,301

  • 11g · Fees: other

    total $259,032 · program services $250,765 · management and general $744 · fundraising $7,523

  • 12 · Advertising and promotion

    total $44,478 · program services $44,478

  • 13 · Office expenses

    total $62,720 · program services $10,428 · management and general $41,061 · fundraising $11,231

  • 14 · Information technology

    total $24,466 · program services $24,299 · management and general $167

  • 16 · Occupancy

    total $277,932 · program services $228,112 · management and general $28,126 · fundraising $21,694

  • 17 · Travel

    total $432,449 · program services $413,654 · management and general $14,062 · fundraising $4,733

  • 23 · Insurance

    total $35,843 · program services $25,053 · management and general $8,080 · fundraising $2,710

  • 24a · Other expenses: COMMUNICATIONS

    total $175,235 · program services $175,235

  • 24b · Other expenses: SYSTEMS

    total $85,773 · program services $83,045 · management and general $2,597 · fundraising $131

  • 24c · Other expenses: EQUIPMENT EXPENSE

    total $26,825 · program services $22,566 · management and general $4,259

  • 24d · Other expenses: COPYRIGHT

    total $18,384 · program services $18,384

  • 24e · All other expenses

    total $13,283 · program services $12,114 · management and general $602 · fundraising $567

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,328,173 · end of year $1,307,712

  • 3 · Pledges and grants receivable

    beginning of year $670,075 · end of year $2,109,284

  • 9 · Prepaid expenses and deferred charges

    beginning of year $38,197 · end of year $37,762

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $3,199,929

  • 14 · Intangible assets

    beginning of year $0 · end of year $94,983

  • 15 · Other assets

    beginning of year $188,150 · end of year $510,527

  • 17 · Accounts payable and accrued expenses

    beginning of year $41,088 · end of year $26,930

  • 25 · Other liabilities

    beginning of year $186,321 · end of year $503,262

  • 27 · Net assets without donor restrictions

    beginning of year $1,824,134 · end of year $2,286,901

  • 28 · Net assets with donor restrictions

    beginning of year $2,173,052 · end of year $4,443,104

Mission and programs · 2023

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 SIX BROAD THEMATIC PROGRAMS - MIDDLE EAST, EAST ASIA, GRAND STRATEGY, DEMOCRATIZING FOREIGN POLICY, GLOBAL SOUTH, AND EURASIA.

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 $1,248,350

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

    Expenses $708,905

  • 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 $917,201

  • 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 $219,685

  • OTHER PROGRAMS (DEMOCRATIZING FOREIGN POLICY PROGRAM, ADVOCACY, EURASIA, AND GLOBAL SOUTH):THE DEMOCRATIZING FOREIGN POLICY PROGRAM ENGAGES IN SCHOLARSHIP AND INVESTIGATIVE JOURNALSIM ON THE LINKS BETWEEN MILITARIZED FOREIGN POLICY AND ITS IMPACTS IN THE UNITED STATES. 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 POLITICS AND INTERNATIONAL RELATIONS IN EUROPE AND THE COUNTRIES OF THE FORMER SOVIET UNION TO SUPPORT U.S. POLICIES THAT PROMOTE INTERNATIONAL PEACE AND COOPERATION IN THE REGION AND AVOID UNNECESSARY, COSTLY AND DANGEROUS NEW U.S. MILITARY COMMITMENTS. THE GLOBAL SOUTH PROGRAM IS HELPING FASHION A NEW BARGAIN BETWEEN THE UNITED STATES AND THE GLOBAL SOUTH, INCLUDING ITS MIDDLE POWERS, TO DEEPEN TIES AND ENHANCE U.S. INFLUENCE IN THE VAST REGION IN LESS MILITARIZED WAYS IN PART BY BRINGING THEIR VOICES AND PERSPECTIVES INTO WASHINGTON'S POLICY MAKING SPHERES.

    Expenses $1,151,236

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

    Expenses $369,663

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

    Expenses $487,964

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Andrew Bacevich

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Stephen Heintz

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Sally Donnelly

    SECRETARY & TREASURER

    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

  • Gregory Daddis

    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

  • Elizabeth Theoharis

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Stephen Walt

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Trita Parsi

    EXECUTIVE VICE PRESIDENT

    Total calculated
    $332,835
    From this org
    $288,620
    From related orgs
    $0
    Other
    $44,215
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $288,620
    Bonus
    $0
    Other
    $0
    Deferred
    $11,560
    Nontaxable benefits
    $32,655
    Filer's total
    $332,835

  • Lora Lumpe

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $335,483
    From this org
    $288,359
    From related orgs
    $0
    Other
    $47,124
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $288,359
    Bonus
    $0
    Other
    $0
    Deferred
    $11,760
    Nontaxable benefits
    $35,364
    Filer's total
    $335,483

  • George Beebe

    DIRECTOR OF GRAND STRATEGY PROGRAM

    Total calculated
    $168,711
    From this org
    $165,310
    From related orgs
    $0
    Other
    $3,401
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $165,310
    Bonus
    $0
    Other
    $0
    Deferred
    $1,650
    Nontaxable benefits
    $1,751
    Filer's total
    $168,711

  • William Hartung

    SENIOR RESEARCH FELLOW

    Total calculated
    $169,906
    From this org
    $145,662
    From related orgs
    $0
    Other
    $24,244
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $145,662
    Bonus
    $0
    Other
    $0
    Deferred
    $6,000
    Nontaxable benefits
    $18,244
    Filer's total
    $169,906

  • Marcus Stanley

    DIRECTOR OF ADVOCACY

    Total calculated
    $175,430
    From this org
    $151,995
    From related orgs
    $0
    Other
    $23,435
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $151,995
    Bonus
    $0
    Other
    $0
    Deferred
    $6,015
    Nontaxable benefits
    $17,420
    Filer's total
    $175,430

  • Jessica Rosenblum

    DIRECTOR OF COMMUNICATIONS

    Total calculated
    $159,019
    From this org
    $142,698
    From related orgs
    $0
    Other
    $16,321
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $142,698
    Bonus
    $0
    Other
    $0
    Deferred
    $5,880
    Nontaxable benefits
    $10,441
    Filer's total
    $159,019

  • Sarang Shidore

    DIRECTOR OF STUDIES

    Total calculated
    $171,007
    From this org
    $151,748
    From related orgs
    $0
    Other
    $19,259
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $151,748
    Bonus
    $0
    Other
    $0
    Deferred
    $6,000
    Nontaxable benefits
    $13,259
    Filer's total
    $171,007

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
2023
Filed
12 November 2024
IRS schema version
2023v5.1
Source object
202433189349300643

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