Totals
- Total revenue
- $432,226
- Total expenses
- $346,970
- Contributions and grants received
- $65,000
- Grants paid
- $116,295
- Program service revenue
- $367,045
- Investment income
- $0
- Other revenue
- $181
- Total assets, end of year
- $273,015
- Total liabilities, end of year
- $166,892
- Net assets or fund balances, end of year
- $106,123
- Program services expenses (Part IX)
- $317,746
- Management and general expenses
- $27,232
- Fundraising expenses
- $1,992
- Program service expenses (Part III)
- $317,746
Program services were 91.6% 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.
-
1d · Related organizations
$65,000
-
2a · Program service revenue: RESEARCH CONTRACTS
total $367,045 · related or exempt $367,045
-
11a · Other revenue: MISCELLANEOUS
total $181 · related or exempt $181
-
11e · Other revenue, total
$181
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $116,295 · program services $116,295
-
11c · Fees: accounting
total $12,000 · management and general $12,000
-
11g · Fees: other
total $140,710 · program services $127,510 · management and general $13,200
-
12 · Advertising and promotion
total $18,152 · program services $18,152
-
13 · Office expenses
total $1,572 · program services $1,147 · management and general $425
-
14 · Information technology
total $56,634 · program services $54,642 · fundraising $1,992
-
23 · Insurance
total $1,370 · management and general $1,370
-
24a · Other expenses: MISCELLANEOUS
total $205 · management and general $205
-
24b · Other expenses: SUPPLIES
total $32 · management and general $32
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $25,605 · end of year $253,947
-
4 · Accounts receivable
beginning of year $2,160 · end of year $14,819
-
9 · Prepaid expenses and deferred charges
beginning of year $4,249 · end of year $4,249
-
10a · Land, buildings and equipment: cost or other basis
$42,493
-
10b · Land, buildings and equipment: accumulated depreciation
$42,493
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $6,166 · end of year $1,986
-
19 · Deferred revenue
beginning of year $4,981 · end of year $164,906
-
27 · Net assets without donor restrictions
beginning of year $20,332 · end of year $105,588
-
28 · Net assets with donor restrictions
beginning of year $535 · end of year $535
Mission and programs · 2022
Mission
TO SUPPORT THE POLITICAL ECONOMY RESEARCH INSTITUTE (PERI) AT THE UNIVERSITY OF MASSACHUSETTS, AMHERST AND ITS RESEARCH, EDUCATION AND OUTREACH ON ISSUES OF POLITICAL ECONOMY.
Activities or mission (Part I)
SUPPORT THE POLITICAL ECONOMY RESEARCH INSTITUTE (PERI) AT THE UNIVERSITY OF MASSACHUSETTS, AMHERST
-
SUPPORT THE POLITICAL ECONOMY RESEARCH INSTITUTE (PERI)'S RESEARCH, EDUCATION AND OUTREACH ISSUES OF POLITICAL ECONOMY THROUGH RESEARCH PROJECTS INCLUDING: - 2023 EMPLOYMENT & ECONOMIC IMPACTS OF THE PARK & HISTORIC SITE SYSTEM IN NY-REFORMING THE GLOBAL ECONOMIC AND FINANCIAL ARCHITECTURE FOR DEVELOPMENT - EMPLOYMENT & ECONOMIC IMPACTS OF MANUFACTURING GREEN LOCOMOTIVES IN EERIE, PA- MEASURING CARE PROVISION IN THE US: DATA RESOURCES, SHORTFALLS, AND POSSIBILITIES- SOCIAL PROTECTION PROGRAM- EMPLOYMENT & ECONOMIC IMPACTS OF THE IRA, BIL, & CHIP ACTS- JOB CREATION ESTIMATES THROUGH PROPOSED INFLATION REDUCTION ACT - NATIONAL-LEVEL- JOB CREATION ESTIMATES THROUGH PROPOSED INFLATION REDUCTION ACT - STATE-LEVEL (PA, NV, MI, CO)- RESEARCH AND ADMIN SUPPORT FOR PROF. JAYATI GHOSH- IMPACT OF CLEAN ENERGY TRANSITION ON JOB CREATION CASE STUDIES
Expenses $317,746 · Grants $116,295 · Revenue $367,045
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Robert PollinROBERT POLLIN
PRESIDENT
- Total calculated
- $212,088
- From this org
- $0
- From related orgs
- $179,633
- Other
- $32,455
- Hours/week
- 5 + 35 related
Schedule J breakdown matched by us
- Base
- $0 + $179,633 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0 + $32,455 related
- Filer's total
- $0 + $212,088 related
-
Gerald EpsteinGERALD EPSTEIN
TREASURER/SECRETARY
- Total calculated
- $202,293
- From this org
- $0
- From related orgs
- $169,838
- Other
- $32,455
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $169,838 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0 + $32,455 related
- Filer's total
- $0 + $202,293 related
-
David FaytellDAVID FAYTELL
DIRECTOR
- Total calculated
- $104,184
- From this org
- $0
- From related orgs
- $96,915
- Other
- $7,269
- Hours/week
- 0.25 + 39.75 related
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
None.
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
-
POLITICAL ECONOMY RESEARCH INSTITUTE AT THE UNIVERSITY
$111,295
SUPPORT PERI'S ECONOMIC RESEARCH & EDUCATION
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
POLITICAL ECONOMY RESEARCH INSTITUTE
115 · ECONOMIC RESEARCH · MA
-
501(C)(3) · ECONOMIC RESEARCH · DE
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 14 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202421369349309222
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