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Nonprofiteer
← HENRY L STIMSON CENTER

Form 990 for tax year 2023

Filed by HENRY L STIMSON CENTER.

Totals

Total revenue
$12,996,168
Total expenses
$12,975,509
Contributions and grants received
$9,143,945
Grants paid
$375,350
Program service revenue
$3,752,363
Investment income
$30,136
Other revenue
$69,724
Total assets, end of year
$14,729,901
Total liabilities, end of year
$8,199,423
Net assets or fund balances, end of year
$6,530,478
Program services expenses (Part IX)
$10,830,521
Management and general expenses
$1,907,972
Fundraising expenses
$237,016
Program service expenses (Part III)
$10,830,521

Program services were 83.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • HERBERT J CARLISLE

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • SUSAN CHODAKEWITZ

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • ALICE MARONI

    DIRECTOR, TREASURER BEG 4/2023

    Total calculated
    $0
    Hours/week
    1

  • BRUCE MCCONNELL

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • SIR MICHAEL ARTHUR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN B BELLINGER III

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JEFFREY P BIALOS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BARRY BLECHMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LANSING CRANE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROBERT GALLUCCI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • FRANCE HOANG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MICHELLE J HOWARD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN K HURLEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LESLIE IRELAND

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • STEVEN IRWIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SURESH KATTA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DR SACHIKO KUNO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARY MCINNIS BOIES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARA MOTHERWAY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARK NICHOLS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • NICOLE PIASECKI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JONATHAN ROBERTS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SARAH STIMSON KARIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • NORMAN TAPLIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • HARRY K THOMAS JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAVID WELCH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ELISE ZOLI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BRIAN FINLAY

    PRESIDENT & CEO

    Total calculated
    $421,545
    From this org
    $379,097
    From related orgs
    $0
    Other
    $42,448
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $379,097
    Bonus
    $0
    Other
    $0
    Deferred
    $16,993
    Nontaxable benefits
    $25,455
    Filer's total
    $421,545

  • RACHEL STOHL

    SVP OF RESEARCH PROGRAMS

    Total calculated
    $232,012
    From this org
    $204,607
    From related orgs
    $0
    Other
    $27,405
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $204,607
    Bonus
    $0
    Other
    $0
    Deferred
    $10,570
    Nontaxable benefits
    $16,835
    Filer's total
    $232,012

  • TIA JEFFRESS

    DIRECTOR OF FINANCE - UNTIL 07/2023

    Total calculated
    $104,871
    From this org
    $93,081
    From related orgs
    $0
    Other
    $11,790
    Hours/week
    40

  • VIBHA BHATIA

    VP, FINANCE AND OPS - AS OF 11/2023

    Total calculated
    $38,214
    From this org
    $24,165
    From related orgs
    $0
    Other
    $14,049
    Hours/week
    40

  • CHRISTOPHER PREBLE

    SENIOR FELLOW AND DIRECTOR

    Total calculated
    $194,606
    From this org
    $184,509
    From related orgs
    $0
    Other
    $10,097
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $184,509
    Bonus
    $0
    Other
    $0
    Deferred
    $9,332
    Nontaxable benefits
    $765
    Filer's total
    $194,606

  • YUN SUN

    SENIOR FELLOW AND DIRECTOR

    Total calculated
    $189,109
    From this org
    $170,262
    From related orgs
    $0
    Other
    $18,847
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $170,262
    Bonus
    $0
    Other
    $0
    Deferred
    $8,067
    Nontaxable benefits
    $10,780
    Filer's total
    $189,109

  • JOEL WIT

    DISTINGUISHED FELLOW

    Total calculated
    $179,855
    From this org
    $162,368
    From related orgs
    $0
    Other
    $17,487
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $162,368
    Bonus
    $0
    Other
    $0
    Deferred
    $8,229
    Nontaxable benefits
    $9,258
    Filer's total
    $179,855

  • SALLY YOZELL

    SENIOR FELLOW AND DIRECTOR

    Total calculated
    $170,162
    From this org
    $162,161
    From related orgs
    $0
    Other
    $8,001
    Hours/week
    32

    Schedule J breakdown matched by us

    Base
    $162,161
    Bonus
    $0
    Other
    $0
    Deferred
    $7,779
    Nontaxable benefits
    $222
    Filer's total
    $170,162

  • ELIZABETH THRELKELD

    SENIOR FELLOW AND DIRECTOR

    Total calculated
    $163,242
    From this org
    $154,839
    From related orgs
    $0
    Other
    $8,403
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $154,839
    Bonus
    $0
    Other
    $0
    Deferred
    $8,108
    Nontaxable benefits
    $295
    Filer's total
    $163,242

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 · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Form 990 of other organizations
  • 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 1A
HEALTH CLUB PREMIUMS AS PART OF STIMSON'S WELLNESS BENEFIT PROVIDED TO ALL EMPLOYEES. MAXIMUM OF $56 A MONTH.

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

Provenance

Return type
form_990
Tax year
2023
Filed
4 November 2024
IRS schema version
2023v5.1
Source object
202423099349302292

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

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