Form 990 for tax year 2022
Filed by PETER G PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS.
Totals
- Total revenue
- $10,868,277
- Total expenses
- $13,912,953
- Contributions and grants received
- $8,878,083
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $1,954,003
- Other revenue
- $36,191
- Total assets, end of year
- $95,398,380
- Total liabilities, end of year
- $2,356,295
- Net assets or fund balances, end of year
- $93,042,085
- Program services expenses (Part IX)
- $10,247,261
- Management and general expenses
- $2,820,871
- Fundraising expenses
- $844,821
- Program service expenses (Part III)
- $10,247,261
Program services were 73.7% 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
$8,878,083
-
3 · Investment income
total $1,762,333 · unrelated business -$79,219 · excluded $1,841,552
-
7a · Gross sales of assets other than inventory
securities $13,255,482
-
7b · Less cost or other basis and sales expenses
securities $13,063,812
-
7c · Gain or loss
securities $191,670
-
7d · Net gain or loss
total $191,670 · excluded $191,670
-
10a · Gross sales of inventory
$29,347
-
10b · Cost of goods sold
$0
-
10c · Net income from sales of inventory
total $29,347 · related or exempt $29,347
-
11a · Other revenue: MISCELLANEOUS
total $6,844 · excluded $6,844
-
11e · Other revenue, total
$6,844
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $1,631,035 · program services $1,070,363 · management and general $489,078 · fundraising $71,594
-
7 · Other salaries and wages
total $5,605,876 · program services $4,607,448 · management and general $597,017 · fundraising $401,411
-
8 · Pension plan contributions
total $460,942 · program services $356,808 · management and general $71,592 · fundraising $32,542
-
9 · Other employee benefits
total $525,088 · program services $229,094 · management and general $195,383 · fundraising $100,611
-
10 · Payroll taxes
total $443,432 · program services $284,640 · management and general $129,541 · fundraising $29,251
-
11b · Fees: legal
total $106,095 · management and general $106,095
-
11c · Fees: accounting
total $116,032 · management and general $116,032
-
11e · Fees: professional fundraising services
total $78,285 · fundraising $78,285
-
11f · Fees: investment management
total $384,427 · management and general $384,427
-
11g · Fees: other
total $602,638 · program services $167,007 · management and general $343,633 · fundraising $91,998
-
12 · Advertising and promotion
total $72,412 · program services $71,943 · management and general $469
-
13 · Office expenses
total $136,926 · program services $80,242 · management and general $56,366 · fundraising $318
-
14 · Information technology
total $356,053 · program services $245,752 · management and general $105,534 · fundraising $4,767
-
16 · Occupancy
total $656,912 · program services $565,372 · management and general $87,341 · fundraising $4,199
-
17 · Travel
total $555,196 · program services $522,432 · management and general $9,689 · fundraising $23,075
-
19 · Conferences, conventions and meetings
total $282,401 · program services $208,910 · management and general $70,502 · fundraising $2,989
-
22 · Depreciation, depletion and amortization
total $470,372 · program services $423,195 · management and general $43,995 · fundraising $3,182
-
23 · Insurance
total $88,538 · program services $79,649 · management and general $8,290 · fundraising $599
-
24a · Other expenses: CONTRACT RESEARCH
total $1,026,425 · program services $1,026,425
-
24b · Other expenses: SUBSCR. & LIBRARY EXP.
total $313,868 · program services $307,981 · management and general $5,887
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $8,191,838 · end of year $5,301,532
-
2 · Savings and temporary cash investments
beginning of year $3,537,681 · end of year $3,842,385
-
3 · Pledges and grants receivable
beginning of year $1,142,658 · end of year $2,082,000
-
4 · Accounts receivable
beginning of year $8,315 · end of year $12,972
-
8 · Inventories for sale or use
beginning of year $13,793 · end of year $13,793
-
9 · Prepaid expenses and deferred charges
beginning of year $99,334 · end of year $111,519
-
10a · Land, buildings and equipment: cost or other basis
$19,085,104
-
10b · Land, buildings and equipment: accumulated depreciation
$9,735,840
-
10c · Land, buildings and equipment, net
beginning of year $9,700,500 · end of year $9,349,264
-
11 · Investments: publicly traded securities
beginning of year $11,187,888 · end of year $6,812,573
-
12 · Investments: other securities
beginning of year $58,923,530 · end of year $65,455,737
-
15 · Other assets
beginning of year $2,416,605 · end of year $2,416,605
-
17 · Accounts payable and accrued expenses
beginning of year $1,286,929 · end of year $1,473,707
-
19 · Deferred revenue
beginning of year $382,588 · end of year $882,588
-
24 · Unsecured notes and loans payable
beginning of year $1,539,739 · end of year $0
-
25 · Other liabilities
beginning of year $2,910 · end of year $0
-
27 · Net assets without donor restrictions
beginning of year $33,528,211 · end of year $35,171,307
-
28 · Net assets with donor restrictions
beginning of year $58,481,765 · end of year $57,870,778
Mission and programs · 2022
Mission
THE PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS (PIIE) IS AN INDEPENDENT NONPROFIT, NONPARTISAN RESEARCH ORGANIZATION DEDICATED TO STRENGTHENING PROSPERITY AND HUMAN WELFARE IN THE GLOBAL ECONOMY THROUGH EXPERT ANALYSIS AND PRACTICAL POLICY SOLUTIONS.
Activities or mission (Part I)
SUPPORT RIGOROUS, INTELLECTUALLY OPEN, HONEST STUDY AND DISCUSSION OF INT'L ECONOMIC POLICY.
-
RESEARCH: THE INSTITUTE'S STAFF OF ABOUT 15 SENIOR FULL-TIME RESEARCHERS, 36 NONRESIDENT, PART-TIME OR EMERITUS FELLOWS, 2 RESEARCH FELLOWS, AND 6 RESEARCH ANALYSTS PURSUED OBJECTIVE ANALYSIS AND PRACTICAL ADVICE ON SUCH TOPICS AS INTERNATIONAL TRADE AND INVESTMENTS, INTERNATIONAL FINANCE AND EXCHANGE RATES, MACROECONOMIC POLICY AND CRISIS RESPONSE, GLOBALIZATION AND HUMAN WELFARE, CLIMATE CHANGE, CYBERSECURITY, SANCTIONS, ECONOMIC NATIONALISM, GLOBAL SUPPLY CHAINS, INTERNATIONAL TAX POLICIES, INFLATION, FISCAL POLICY, CRITICAL MINERALS, SECULAR STAGNATION, PUBLIC DEBT, THE DEBT CEILING; AND ECONOMIC RAMIFICATIONS OF INTERNATIONAL CONFLICTS; AND AREA STUDIES OF KEY ECONOMIC REGIONS, INCLUDING CHINA, THE UNITED KINGDOM, INDIA, JAPAN, KOREA, RUSSIA, THE EUROPEAN UNION, LATIN AMERICA, AND THE MIDDLE EAST, AS WELL AS THE UNITED STATES-MEXICO-CANADA TRADING BLOC. CURRENT PRIORITIES EMPHASIZE GLOBAL SUPPLY CHAINS AND MULTINATIONAL INVESTMENTS, PARTICULARLY RELATED TO BECOMING INDEPENDENT OF CHINA; THE ECONOMIC IMPLICATIONS OF CLIMATE CHANGE; THE GROWING ROLE OF CHINA AND US-CHINA RELATIONS; MACROECONOMIC POLICIES, GLOBALIZATION, INEQUALITY, AND UNEMPLOYMENT; THE THREAT OF GLOBAL FINANCIAL AND ECONOMIC CRISES AND ESPECIALLY ITS BANKING AND MONETARY COMPONENTS; ECONOMIC NATIONALISM; NATIONAL AND INTERNATIONAL FINANCIAL AND TAX REGULATIONS; TRADE NEGOTIATIONS AND THE WORLD TRADE ORGANIZATION; TECHNOLOGY ADVANCES; POTENTIAL RAMIFICATIONS OF THE 2024 ELECTION; AND REFORMING THE INTERNATIONAL MONETARY SYSTEM.
Expenses $6,087,645
-
OUTREACH: THE INSTITUTE, DRAWING ON ITS INDEPENDENCE, RESEARCH, AND CONVENING POWER, HELD A TOTAL OF 75 VIRTUAL AND HYBRID ON-THE-RECORD MEETINGS, WHICH WERE STREAMED LIVE TO THE PUBLIC AND OPEN TO SELECT IN-PERSON ATTENDEES. THIS COUNT INCLUDES TWO SERIES EVENTS HOSTED VIRTUALLY, TRADE WINDS AND FINANCIAL STATEMENTS, WHICH HAD 12 AND 21 EPISODES, RESPECTIVELY, WHICH COVERED A VARIETY OF TOPICS INCLUDING THE WTO, THE WAR IN UKRAINE, AND THE ONGOING COVID-19 PANDEMIC, AS WELL AS A HYBRID MACRO WEEK EVENT SERIES, INCLUDING SEVEN DIFFERENT SPEAKERS. THE INSTITUTE ALSO HELD 28 PRIVATE OFF-THE-RECORD POLICY DISCUSSIONS ON THE POLITICAL ECONOMY, INCLUDING SOME "HYBRID" SESSIONS WITH IN-PERSON AND VIRTUAL PARTICIPATION AND A RECURRING JOINT EVENT WITH CF40, AN INDEPENDENT CHINESE THINK TANK. THE INSTITUTE ALSO HELD TWICE WEEKLY HYBRID RESEARCH SEMINARS AND STUDY GROUPS THROUGHOUT THE YEAR TO DISCUSS PRESENTATIONS BY INTERNAL AND EXTERNAL RESEARCHERS. THE AUDIENCES FOR THESE EVENTS INCLUDED ACADEMICS, BUSINESS LEADERS, US AND FOREIGN GOVERNMENT OFFICIALS, OFFICIALS AT INTERNATIONAL ORGANIZATIONS, CONGRESSIONAL STAFFS, ADVOCACY GROUPS, POLICY INSTITUTE EXPERTS, JOURNALISTS, AND POLICYMAKERS, AS WELL AS SUPPORTERS AND FRIENDS OF THE INSTITUTE. THE PURPOSE OF THESE SESSIONS WAS TO INFORM A BROAD RANGE OF INTERESTED PARTIES AND ENCOURAGE VIGOROUS DEBATE AND EXCHANGE OF DIFFERENT POINTS OF VIEWS TO ENRICH THE BROADER POPULATION'S UNDERSTANDING OF COMPLEX ISSUES.
Expenses $2,434,484
-
PUBLICATIONS: IN AN EFFORT TO DISSEMINATE THE INSTITUTE'S RESEARCH AND ANALYSIS TO THE WIDEST POSSIBLE AUDIENCE, IT PUBLISHED 20 POLICY BRIEFS, 15 WORKING PAPERS, 93 BLOG POSTS, 34 PIIE CHARTS, AND 25 PODCASTS. IN ADDITION, INSTITUTE SCHOLARS PROVIDED EXPERT TESTIMONY TO THE MEMBERS AND STAFF OF THE EUROPEAN PARLIAMENT; THE EUROPEAN PARLIAMENT'S COMMITTEE ON FOREIGN AFFAIRS; THE STEERING GROUP OF THE PARLIAMENTARY CONFERENCE ON THE WTO; AND THE US SENATE COMMITTEE ON THE BUDGET. THEY PRODUCED 72 OP-EDS AND 25 SPEECHES AND PAPERS AND OFFERED THEIR VIEWS IN THE FORM OF BLOGS AND IN AUDIO AND VIDEO INTERVIEWS FEATURED ON THE INSTITUTE'S WEBSITE. SENIOR FELLOWS APPEARED ON ALL THE MAJOR BROADCAST OUTLETS, INCLUDING ABC, BBC, BLOOMBERG TV, CBS, CNN, CNBC, NBC, NPR AND IN PUBLICATIONS AND WIRE SERVICES INCLUDING BLOOMBERG NEWS, THE ECONOMIST, FINANCIAL TIMES, NEW YORK TIMES, POLITICO, REUTERS, WASHINGTON POST, AND WALL STREET JOURNAL. THE INSTITUTE HOSTED BRIEFINGS FOR JOURNALISTS, DID EXTENSIVE SOCIAL MEDIA (MORE THAN 89,000 TWITTER FOLLOWERS AS OF JUNE 30, 2023) AND DREW MORE THAN 4 MILLION UNIQUE VISITORS TO THE INSTITUTE'S WEBSITE DURING THE YEAR.
Expenses $944,389 · Revenue $29,347
-
COMMUNICATIONS - THE INSTITUTE CREATES AUDIOVISUAL MATERIALS, INTERACTIVE GRAPHICS, EMAIL NEWSLETTERS, EDUCATIONAL MATERIALS, AND SOCIAL MEDIA CONTENT TO DEEPEN THE PUBLIC'S AND POLICYMAKERS' UNDERSTANDING OF THE INTERNATIONAL ECONOMIC ISSUES DISCUSSED.
Expenses $780,743
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Mr Michael A PetersonMR MICHAEL A PETERSON
CHAIR OF THE BOARD
- Total calculated
- $0
- Hours/week
- 5
-
Honorable Lawrence H SummersHONORABLE LAWRENCE H SUMMERS
VICE CHAIR OF THE BOARD
- Total calculated
- $0
- Hours/week
- 2
-
Mr Stephen FreidheimMR STEPHEN FREIDHEIM
CHAIR OF EXEC. COMM.
- Total calculated
- $0
- Hours/week
- 2
-
Ms Caroline AtkinsonMS CAROLINE ATKINSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mr Ajay BangaMR AJAY BANGA
BOARD MEMBER - UNTIL 05/23
- Total calculated
- $0
- Hours/week
- 1
-
C Fred BergstenC FRED BERGSTEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mr Mark T BertoliniMR MARK T BERTOLINI
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Ms Neeti Bhalla JohnsonMS NEETI BHALLA JOHNSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mr Frank BrosensMR FRANK BROSENS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mr Mark CarneyMR MARK CARNEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mr Ronnie C ChanMR RONNIE C CHAN
BOARD MEMBER - UNTIL 02/23
- Total calculated
- $0
- Hours/week
- 1
-
Mr Jason CumminsMR JASON CUMMINS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Lady Lynn De RothschildLADY LYNN DE ROTHSCHILD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mr Barry EichengreenMR BARRY EICHENGREEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Roger W Ferguson JrROGER W FERGUSON JR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mr Stanley FischerMR STANLEY FISCHER
BOARD MEMBER - UNTIL 04/23
- Total calculated
- $0
- Hours/week
- 1
-
Mr Peter FisherMR PETER FISHER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Dr Jacob A FrenkelDR JACOB A FRENKEL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mr Yukitoshi FunoMR YUKITOSHI FUNO
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Ms Esther L GeorgeMS ESTHER L GEORGE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mr Evan G GreenbergMR EVAN G GREENBERG
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mr Maurice Hank R GreenbergMR MAURICE HANK R GREENBERG
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Ms Kelly GrierMS KELLY GRIER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mr Herbjorn HanssonMR HERBJORN HANSSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mr J Tomilson HillMR J TOMILSON HILL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mr Stephen R Howe JrMR STEPHEN R HOWE JR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mr Jay JacobsMR JAY JACOBS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Ms Merit E JanowMS MERIT E JANOW
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mr Hugh JohnstonMR HUGH JOHNSTON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mr Michael KleinMR MICHAEL KLEIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mr Charles Lake IIMR CHARLES LAKE II
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mr David M LeuschenMR DAVID M LEUSCHEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mr Andrew LiverisMR ANDREW LIVERIS
BOARD MEMBER - UNTIL 05/23
- Total calculated
- $0
- Hours/week
- 1
-
Ms Barbara G NovickMS BARBARA G NOVICK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mr Tetsuo Ted OgawaMR TETSUO TED OGAWA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Ms Hutham OlayanMS HUTHAM OLAYAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Dr Peter OrszagDR PETER ORSZAG
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mr James W OwensMR JAMES W OWENS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mr Jonathan PruzanMR JONATHAN PRUZAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Ms Virginia M RomettyMS VIRGINIA M ROMETTY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mr Richard E SalomonMR RICHARD E SALOMON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Dilhan Pillay SandrasegaraDILHAN PILLAY SANDRASEGARA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mr Mostafa TerrabMR MOSTAFA TERRAB
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mr Mark TuckerMR MARK TUCKER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Ms Laura D TysonMS LAURA D TYSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mr Jim UmplebyMR JIM UMPLEBY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mr Ronald A WilliamsMR RONALD A WILLIAMS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mr Min ZhuMR MIN ZHU
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Honorable Robert B ZoellickHONORABLE ROBERT B ZOELLICK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Adam PosenADAM POSEN
PRESIDENT
- Total calculated
- $605,782
- From this org
- $551,670
- From related orgs
- $0
- Other
- $54,112
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $551,670
- Bonus
- $0
- Other
- $0
- Deferred
- $30,500
- Nontaxable benefits
- $23,612
- Filer's total
- $605,782
-
Jesse M NolandJESSE M NOLAND
EXEC. VP & DIRECTOR OF STUDIES
- Total calculated
- $508,082
- From this org
- $456,038
- From related orgs
- $0
- Other
- $52,044
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $456,038
- Bonus
- $0
- Other
- $0
- Deferred
- $30,500
- Nontaxable benefits
- $21,544
- Filer's total
- $508,082
-
Jeffrey A CordeauJEFFREY A CORDEAU
VP FOR OPERATIONS & CTO
- Total calculated
- $258,168
- From this org
- $213,132
- From related orgs
- $0
- Other
- $45,036
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $213,132
- Bonus
- $0
- Other
- $0
- Deferred
- $21,394
- Nontaxable benefits
- $23,642
- Filer's total
- $258,168
-
Steven R WeismanSTEVEN R WEISMAN
VP OF PUBLICATIONS & COMM.
- Total calculated
- $259,487
- From this org
- $233,347
- From related orgs
- $0
- Other
- $26,140
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $233,347
- Bonus
- $0
- Other
- $0
- Deferred
- $23,335
- Nontaxable benefits
- $2,805
- Filer's total
- $259,487
-
Chad BownCHAD BOWN
SENIOR FELLOW
- Total calculated
- $408,652
- From this org
- $350,825
- From related orgs
- $0
- Other
- $57,827
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $350,825
- Bonus
- $0
- Other
- $0
- Deferred
- $30,500
- Nontaxable benefits
- $27,327
- Filer's total
- $408,652
-
Mary LovelyMARY LOVELY
SENIOR FELLOW
- Total calculated
- $348,877
- From this org
- $305,066
- From related orgs
- $0
- Other
- $43,811
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $305,066
- Bonus
- $0
- Other
- $0
- Deferred
- $30,203
- Nontaxable benefits
- $13,608
- Filer's total
- $348,877
-
Jeffrey J SchottJEFFREY J SCHOTT
SENIOR FELLOW
- Total calculated
- $335,957
- From this org
- $278,415
- From related orgs
- $0
- Other
- $57,542
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $278,415
- Bonus
- $0
- Other
- $0
- Deferred
- $27,781
- Nontaxable benefits
- $29,761
- Filer's total
- $335,957
-
Olivier BlanchardOLIVIER BLANCHARD
SENIOR FELLOW
- Total calculated
- $332,296
- From this org
- $297,205
- From related orgs
- $0
- Other
- $35,091
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $297,205
- Bonus
- $0
- Other
- $0
- Deferred
- $29,124
- Nontaxable benefits
- $5,967
- Filer's total
- $332,296
-
Monica Baumgarten DebolleMONICA BAUMGARTEN DEBOLLE
SENIOR FELLOW
- Total calculated
- $304,460
- From this org
- $275,655
- From related orgs
- $0
- Other
- $28,805
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $275,655
- Bonus
- $0
- Other
- $0
- Deferred
- $27,428
- Nontaxable benefits
- $1,377
- Filer's total
- $304,460
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
- 3 · Compensation committee
- 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
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.
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
BUILDING MANAGEMENT · MD · income $0 · assets $9,929
Directly controlled by PETER G PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 25 April 2024
- IRS schema version
- 2022v5.0
- Source object
- 202441179349301414
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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