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← AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH

Form 990 for tax year 2022

Filed by AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH.

Totals

Total revenue
$53,808,205
Total expenses
$66,819,074
Contributions and grants received
$48,096,841
Grants paid
$815,014
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
Program services expenses (Part IX)
$53,508,488
Management and general expenses
$8,225,987
Fundraising expenses
$5,084,599
Program service expenses (Part III)
$53,508,488

Program services were 80.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ROBERT DOAR

    PRESIDENT

    Total calculated
    $1,062,420
    From this org
    $942,680
    From related orgs
    $0
    Other
    $119,740
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $612,180
    Bonus
    $310,000
    Other
    $20,500
    Deferred
    $91,100
    Nontaxable benefits
    $28,640
    Filer's total
    $1,062,420

  • DANIEL A D'ANIELLO

    BD OF TRUSTEES - CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • CLIFFORD S ASNESS

    BD OF TRUSTEES

    Total calculated
    $0
    Hours/week
    1

  • THE HONORABLE RICHARD B CHENEY

    BD OF TRUSTEES

    Total calculated
    $0
    Hours/week
    1

  • PETER H COORS

    BD OF TRUSTEES

    Total calculated
    $0
    Hours/week
    1

  • HARLAN CROW

    BD OF TRUSTEES

    Total calculated
    $0
    Hours/week
    1

  • RAVENEL B CURRY III

    BD OF TRUSTEES

    Total calculated
    $0
    Hours/week
    1

  • KIMBERLY O DENNIS

    BD OF TRUSTEES

    Total calculated
    $0
    Hours/week
    1

  • RICHARD DEVOS

    BD OF TRUSTEES

    Total calculated
    $0
    Hours/week
    1

  • MARTIN C ELTRICH III

    BD OF TRUSTEES

    Total calculated
    $0
    Hours/week
    1

  • TULLY M FRIEDMAN

    BD OF TRUSTEES

    Total calculated
    $0
    Hours/week
    1

  • CHRISTOPHER B GALVIN

    BD OF TRUSTEES

    Total calculated
    $0
    Hours/week
    1

  • HARVEY GOLUB

    BD OF TRUSTEES

    Total calculated
    $0
    Hours/week
    1

  • ROBERT GREENHILL

    BD OF TRUSTEES

    Total calculated
    $0
    Hours/week
    1

  • FRANK J HANNA

    BD OF TRUSTEES

    Total calculated
    $0
    Hours/week
    1

  • JOHN K HURLEY

    BD OF TRUSTEES

    Total calculated
    $0
    Hours/week
    1

  • JOANNA F JONSSON

    BD OF TRUSTEES

    Total calculated
    $0
    Hours/week
    1

  • MARC S LIPSCHULTZ

    BD OF TRUSTEES

    Total calculated
    $0
    Hours/week
    1

  • JOHN A LUKE JR

    BD OF TRUSTEES

    Total calculated
    $0
    Hours/week
    1

  • PAT NEAL

    BD OF TRUSTEES

    Total calculated
    $0
    Hours/week
    1

  • ROSS PEROT JR

    BD OF TRUSTEES

    Total calculated
    $0
    Hours/week
    1

  • GEOFFREY S REHNERT

    BD OF TRUSTEES

    Total calculated
    $0
    Hours/week
    1

  • KEVIN B ROLLINS

    BD OF TRUSTEES

    Total calculated
    $0
    Hours/week
    1

  • MATTHEW K ROSE

    BD OF TRUSTEES

    Total calculated
    $0
    Hours/week
    1

  • EDWARD B RUST JR

    BD OF TRUSTEES

    Total calculated
    $0
    Hours/week
    1

  • WILSON H TAYLOR

    BD OF TRUSTEES

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM H WALTON

    BD OF TRUSTEES

    Total calculated
    $0
    Hours/week
    1

  • BEHDAD EGHBALI

    BD OF TRUSTEES

    Total calculated
    $0
    Hours/week
    1

  • DEEPA JAVERI

    BD OF TRUSTEES

    Total calculated
    $0
    Hours/week
    1

  • WILL WEATHERFORD

    BD OF TRUSTEES

    Total calculated
    $0
    Hours/week
    1

  • JASON W BERTSCH

    EXECUTIVE VICE PRESIDENT

    Total calculated
    $555,620
    From this org
    $494,880
    From related orgs
    $0
    Other
    $60,740
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $424,380
    Bonus
    $50,000
    Other
    $20,500
    Deferred
    $36,800
    Nontaxable benefits
    $23,940
    Filer's total
    $555,620

  • KAZUKI KO

    CHIEF FINANCIAL OFFICER & TREASURER

    Total calculated
    $241,150
    From this org
    $205,390
    From related orgs
    $0
    Other
    $35,760
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $201,390
    Bonus
    $4,000
    Other
    $0
    Deferred
    $24,960
    Nontaxable benefits
    $10,800
    Filer's total
    $241,150

  • YUVAL LEVIN

    DIRECTOR, SCCS

    Total calculated
    $454,389
    From this org
    $393,849
    From related orgs
    $0
    Other
    $60,540
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $336,429
    Bonus
    $47,250
    Other
    $10,170
    Deferred
    $36,600
    Nontaxable benefits
    $23,940
    Filer's total
    $454,389

  • MICHAEL R STRAIN

    DIRECTOR, ECONOMIC POLICY

    Total calculated
    $379,100
    From this org
    $310,260
    From related orgs
    $0
    Other
    $68,840
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $276,680
    Bonus
    $31,750
    Other
    $1,830
    Deferred
    $36,600
    Nontaxable benefits
    $32,240
    Filer's total
    $379,100

  • SUZANNE B GERSHOWITZ

    VP, ADMINISTRATION & COUNSEL

    Total calculated
    $352,911
    From this org
    $295,245
    From related orgs
    $0
    Other
    $57,666
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $275,245
    Bonus
    $20,000
    Other
    $0
    Deferred
    $35,760
    Nontaxable benefits
    $21,906
    Filer's total
    $352,911

  • KORI SCHAKE

    DIRECTOR, FDP

    Total calculated
    $401,994
    From this org
    $356,498
    From related orgs
    $0
    Other
    $45,496
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $321,540
    Bonus
    $32,150
    Other
    $2,808
    Deferred
    $36,600
    Nontaxable benefits
    $8,896
    Filer's total
    $401,994

  • RYAN STREETER

    DIRECTOR, DOMESTIC POLICY

    Total calculated
    $335,128
    From this org
    $277,880
    From related orgs
    $0
    Other
    $57,248
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $261,630
    Bonus
    $16,250
    Other
    $0
    Deferred
    $33,720
    Nontaxable benefits
    $23,528
    Filer's total
    $335,128

  • JOHN CUSEY

    VP, COMMUNICATIONS AND GOV

    Total calculated
    $296,259
    From this org
    $242,880
    From related orgs
    $0
    Other
    $53,379
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $229,880
    Bonus
    $13,000
    Other
    $0
    Deferred
    $29,520
    Nontaxable benefits
    $23,859
    Filer's total
    $296,259

  • NICHOLAS EBERSTADT

    HW CHAIR IN POLITICAL ECONOMY

    Total calculated
    $364,821
    From this org
    $300,008
    From related orgs
    $0
    Other
    $64,813
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $293,055
    Bonus
    $6,650
    Other
    $303
    Deferred
    $36,600
    Nontaxable benefits
    $28,213
    Filer's total
    $364,821

  • JAMES C CAPRETTA

    SENIOR FELLOW

    Total calculated
    $301,749
    From this org
    $243,450
    From related orgs
    $0
    Other
    $58,299
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $229,700
    Bonus
    $13,750
    Other
    $0
    Deferred
    $30,150
    Nontaxable benefits
    $28,149
    Filer's total
    $301,749

  • FREDERICK HESS

    DIRECTOR, ED POLICY STUDIES

    Total calculated
    $290,572
    From this org
    $244,495
    From related orgs
    $0
    Other
    $46,077
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $232,745
    Bonus
    $11,750
    Other
    $0
    Deferred
    $30,247
    Nontaxable benefits
    $15,830
    Filer's total
    $290,572

  • ADAM WHITE

    SENIOR FELLOW

    Total calculated
    $313,816
    From this org
    $258,880
    From related orgs
    $0
    Other
    $54,936
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $246,880
    Bonus
    $12,000
    Other
    $0
    Deferred
    $31,440
    Nontaxable benefits
    $23,496
    Filer's total
    $313,816

  • DANIELLE PLETKA

    DISTINGUISHED SENIOR FELLOW

    Total calculated
    $285,219
    From this org
    $254,093
    From related orgs
    $0
    Other
    $31,126
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $252,943
    Bonus
    $1,150
    Other
    $0
    Deferred
    $30,491
    Nontaxable benefits
    $635
    Filer's total
    $285,219

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 · Travel for companions
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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
TRAVEL FOR COMPANIONS: BOARD MEMBERS AND STAFF ARE PERMITTED TO BRING SPOUSES TO THE ANNUAL OFF-SITE MEETINGS, WORLD FORUM AND THE BOARD RETREAT.
PART I, LINE 4B
JASON BERTSCH AND ROBERT DOAR PARTICIPATED IN A DEFERRED COMPENSATION PLAN DURING THE YEAR ENDED JUNE 30, 2023.

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

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.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • AEI 1789 MASSACHUSETTS PROPERTY OWNER LLC

    C · REAL ESTATE INVESTMENT · DE · 100% owned · share of income $6,128 · share of assets $101,169,425 · controlled entity

    Directly controlled by AMERICAN ENTERPRISE INSITUTE FOR PUBLIC POLICY RESEARCH

Provenance

Return type
form_990
Tax year
2022
Filed
12 March 2024
IRS schema version
2022v5.0
Source object
202430729349300218

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

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