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← INSTITUTE OF WORLD POLITICS

Form 990 for tax year 2022

Filed by INSTITUTE OF WORLD POLITICS.

Totals

Total revenue
$12,528,606
Total expenses
$11,287,791
Contributions and grants received
$8,931,235
Grants paid
$1,052,659
Program service revenue
$3,367,492
Investment income
$125,425
Other revenue
$104,454
Total assets, end of year
$22,850,792
Total liabilities, end of year
$8,009,229
Net assets or fund balances, end of year
$14,841,563
Program services expenses (Part IX)
$7,302,217
Management and general expenses
$3,034,549
Fundraising expenses
$951,025
Program service expenses (Part III)
$7,302,217

Program services were 64.7% 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.

  • 1e · Government grants (contributions)

    $766,407

  • 1f · All other contributions, gifts and grants

    $8,164,828

  • 2a · Program service revenue: TUITION FEES

    total $3,126,670 · related or exempt $3,126,670

  • 2b · Program service revenue: STUDENT FEES

    total $240,822 · related or exempt $240,822

  • 3 · Investment income

    total $103,014 · excluded $103,014

  • 6a · Gross rents

    real property $65,345

  • 6b · Less rental expenses

    real property $60,273

  • 6c · Rental income or loss

    real property $5,072

  • 6d · Net rental income or loss

    total $5,072 · excluded $5,072

  • 7a · Gross sales of assets other than inventory

    securities $2,647,929

  • 7b · Less cost or other basis and sales expenses

    securities $2,620,491 · other assets $5,027

  • 7c · Gain or loss

    securities $27,438 · other assets -$5,027

  • 7d · Net gain or loss

    total $22,411 · excluded $22,411

  • 11a · Other revenue: INSURANCE REFUND

    total $61,850 · excluded $61,850

  • 11b · Other revenue: OTHER INCOME

    total $37,532 · excluded $37,532

  • 11e · Other revenue, total

    $99,382

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $1,052,659 · program services $1,052,659

  • 5 · Compensation of officers, directors and key employees

    total $1,816,695 · program services $1,222,691 · management and general $441,889 · fundraising $152,115

  • 7 · Other salaries and wages

    total $3,809,768 · program services $2,569,422 · management and general $933,951 · fundraising $306,395

  • 8 · Pension plan contributions

    total $113,088 · program services $68,118 · management and general $32,891 · fundraising $12,079

  • 9 · Other employee benefits

    total $330,574 · program services $236,852 · management and general $49,179 · fundraising $44,543

  • 10 · Payroll taxes

    total $414,929 · program services $288,619 · management and general $94,138 · fundraising $32,172

  • 11b · Fees: legal

    total $32,395 · management and general $32,395

  • 11c · Fees: accounting

    total $200,297 · management and general $200,297

  • 11f · Fees: investment management

    total $17,215 · management and general $17,215

  • 11g · Fees: other

    total $558,223 · program services $180,983 · management and general $258,419 · fundraising $118,821

  • 12 · Advertising and promotion

    total $540,592 · program services $532,646 · management and general $4,496 · fundraising $3,450

  • 13 · Office expenses

    total $427,851 · program services $205,455 · management and general $160,170 · fundraising $62,226

  • 14 · Information technology

    total $151,524 · program services $76,105 · management and general $72,514 · fundraising $2,905

  • 16 · Occupancy

    total $409,735 · program services $109,673 · management and general $283,092 · fundraising $16,970

  • 17 · Travel

    total $156,277 · program services $82,818 · management and general $16,993 · fundraising $56,466

  • 19 · Conferences, conventions and meetings

    total $380,998 · program services $114,079 · management and general $199,757 · fundraising $67,162

  • 20 · Interest

    total $182,307 · program services $114,853 · management and general $47,400 · fundraising $20,054

  • 22 · Depreciation, depletion and amortization

    total $341,902 · program services $213,005 · management and general $96,416 · fundraising $32,481

  • 23 · Insurance

    total $89,054 · program services $38,803 · management and general $44,443 · fundraising $5,808

  • 24a · Other expenses: PUBLICATIONS & SUBSCRIP

    total $151,316 · program services $138,787 · management and general $9,802 · fundraising $2,727

  • 24b · Other expenses: OTHER EXPENSES

    total $90,844 · program services $48,985 · management and general $29,063 · fundraising $12,796

  • 24c · Other expenses: DUES

    total $19,548 · program services $7,664 · management and general $10,029 · fundraising $1,855

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $168 · end of year $201

  • 2 · Savings and temporary cash investments

    beginning of year $7,033,793 · end of year $4,047,220

  • 3 · Pledges and grants receivable

    beginning of year $1,265,733 · end of year $4,389,429

  • 4 · Accounts receivable

    beginning of year $197,874 · end of year $272,462

  • 9 · Prepaid expenses and deferred charges

    beginning of year $158,299 · end of year $350,555

  • 10a · Land, buildings and equipment: cost or other basis

    $12,125,597

  • 10b · Land, buildings and equipment: accumulated depreciation

    $2,343,660

  • 10c · Land, buildings and equipment, net

    beginning of year $9,593,946 · end of year $9,781,937

  • 11 · Investments: publicly traded securities

    beginning of year $2,677,778 · end of year $2,969,587

  • 15 · Other assets

    beginning of year $414,468 · end of year $1,039,401

  • 17 · Accounts payable and accrued expenses

    beginning of year $213,353 · end of year $369,525

  • 19 · Deferred revenue

    beginning of year $2,216 · end of year $368

  • 20 · Tax-exempt bond liabilities

    beginning of year $6,987,604 · end of year $6,850,906

  • 25 · Other liabilities

    beginning of year $1,160,752 · end of year $788,430

  • 27 · Net assets without donor restrictions

    beginning of year $7,403,517 · end of year $6,557,673

  • 28 · Net assets with donor restrictions

    beginning of year $5,574,617 · end of year $8,283,890

Mission and programs · 2022

Mission

THE INSTITUTE OF WORLD POLITICS IS A GRADUATE SCHOOL OF NATIONAL SECURITY AND INTERNATIONAL AFFAIRS, DEDICATED TO DEVELOPING LEADERS WITH A SOUND UNDERSTANDING OF INTERNATIONAL REALITIES AND THE ETHICAL CONDUCT OF STATECRAFT, BASED ON KNOWLEDGE AND APPRECIATION OF THE FOUNDING PRINCIPLES OF THE AMERICAN POLITICAL ECONOMY AND THE WESTERN MORAL TRADITION.

Activities or mission (Part I)

A GRADUATE SCHOOL OF NATIONAL SECURITY AND INTERNATIONAL AFFAIRS, DEDICATED TO DEVELOPING LEADERS WITH A SOUND UNDERSTANDING OF INTERNATIONAL REALITIES, AND THE ETHICAL CONDUCT OF STATECRAFT. IWP'S APPROVED ACTIVITIES INCLUDE EDUCATION, RESEARCH AND PUBLICATION.

  • THE INSTITUTE OFFERS A DOCTOR OF STATECRAFT AND NATIONAL SECURITY PROGRAM, FIVE M.A DEGREES IN ITS MASTER'S DEGREE PROGRAM, OVER 10 CERTIFICATES OF GRADUATE STUDY, A ACADEMIC PROGRAM FOR DEFENSE & INTELLIGENCE LEADERSHIP IN PARTNERSHIP WITH THE UNITED STATES NAVAL WAR COLLEGE, THE UNITED STATES ARMY, AND OTHER AGENCIES IN THE INTELLIGENCE COMMUNITY AND A CONTINUING EDUCATION PROGRAM, ALL WITH A PROFESSIONAL CURRICULUM COVERING THE VARIOUS ELEMENTS OF STATECRAFT. THIS CURRICULUM IS BASED UPON AN INTERDISCIPLINARY FOUNDATIONAL COURSE OF STUDY THAT INCLUDES RELEVANT ELEMENTS OF COMPARATIVE POLITICAL CULTURE, WESTERN MORAL PRECEPTS, PRACTICAL POLITICAL ECONOMICS, AND A POLITICAL AND DIPLOMATIC HISTORY.

    Expenses $4,936,340 · Grants $1,052,659 · Revenue $3,367,492

  • THE INSTITUTE HAS A PROGRAM OF EDUCATIONAL AND OCCUPATIONAL COUNSELING FOR IT'S STUDENTS FROM VARIOUS PEOPLE ASSOCIATED WITH THE INSTITUTE, INCLUDING THE FACULTY CHAIRMAN, THE ADMISSIONS COORDINATOR, AND OTHER FACULTY MEMBERS THE INSTITUTE ASSISTS ITS STUDENTS WITH FINDING EMPLOYMENT OPPORTUNITIES, PARTICULARLY THOSE IN THE FOREIGN AFFAIRS AND NATIONAL SECURITY FIELDS.

    Expenses $1,923,336

  • THE LIBRARY OFFERS SERVICES TO SUPPORT THE INSTITUTES CURRICULUM AND EXPAND STUDENTS LEARNING OUTSIDE THE CLASSROOM BY PROVIDING ACCESS TO OUR PRINT COLLECTIONS, ELECTRONIC SUBSCRIPTIONS, AS WELL AS ACCESS TO PARTNER LIBRARIES.

    Expenses $442,541

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • DR JOHN LENCZOWSKI

    CHANCELLOR AND PRESIDENT EMERITUS

    Total calculated
    $263,765
    From this org
    $243,855
    From related orgs
    $0
    Other
    $19,910
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $241,074
    Bonus
    $0
    Other
    $2,781
    Deferred
    $12,375
    Nontaxable benefits
    $8,609
    Filer's total
    $264,839

  • JOHN LOVEWELL

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    8

  • HON TIDAL W MCCOY

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    8

  • DR STEPHEN A FAUSEL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SEAN FIELER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CARLOS E FONTS SR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JOHN K GARVEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • HEIDI LEBARON LEUPP

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL MAIBACH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DR LONG NGUYEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BRIG GEN JACK NICHOLSON US ARMY-RET

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • GEN RAYMOND T ODIERNO US ARMY-RET

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • HON EDWARD F REILLY JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • HON PETER SCHAUMBER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM SHAW

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DONALD V SMITH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • HON WILLIAM H WEBSTER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JACQUELINE T WIELAND

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LUANNE ZURLO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ARIANE SWEENEY

    DIRECTOR OF ADVANCEMENT

    Total calculated
    $194,991
    From this org
    $166,807
    From related orgs
    $0
    Other
    $28,184
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $166,033
    Bonus
    $0
    Other
    $774
    Deferred
    $8,125
    Nontaxable benefits
    $20,954
    Filer's total
    $195,886

  • AMB ALDONA Z WOS MD

    PRESIDENT

    Total calculated
    $166,780
    From this org
    $164,905
    From related orgs
    $0
    Other
    $1,875
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $162,619
    Bonus
    $0
    Other
    $2,286
    Deferred
    $1,875
    Nontaxable benefits
    $561
    Filer's total
    $167,341

  • JOHN BERGHOLZ

    VP OF INSTITUTIONAL ADVANCEMENT

    Total calculated
    $188,795
    From this org
    $153,470
    From related orgs
    $0
    Other
    $35,325
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $151,886
    Bonus
    $0
    Other
    $1,584
    Deferred
    $8,250
    Nontaxable benefits
    $28,149
    Filer's total
    $189,869

  • CHRISTINE BALLING

    DIRECTOR OF PROFESSIONAL AFFILIATIONS

    Total calculated
    $167,604
    From this org
    $152,116
    From related orgs
    $0
    Other
    $15,488
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $151,702
    Bonus
    $0
    Other
    $414
    Deferred
    $7,292
    Nontaxable benefits
    $9,271
    Filer's total
    $168,679

  • JASON JOHNSRUD

    DEAN OF STUDENTS

    Total calculated
    $152,076
    From this org
    $113,813
    From related orgs
    $0
    Other
    $38,263
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $113,330
    Bonus
    $0
    Other
    $483
    Deferred
    $5,854
    Nontaxable benefits
    $33,353
    Filer's total
    $153,020

  • TIM STEBBINS

    DIRECTOR OF RECRUITING

    Total calculated
    $145,018
    From this org
    $131,124
    From related orgs
    $0
    Other
    $13,894
    Hours/week
    40

  • CHRIS GLASS

    EXECUTIVE VP

    Total calculated
    $174,883
    From this org
    $167,570
    From related orgs
    $0
    Other
    $7,313
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $166,250
    Bonus
    $0
    Other
    $1,320
    Deferred
    $7,313
    Nontaxable benefits
    $1,074
    Filer's total
    $175,957

  • JAMES ROBBINS

    ACADEMIC DEAN

    Total calculated
    $187,308
    From this org
    $177,633
    From related orgs
    $0
    Other
    $9,675
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $176,445
    Bonus
    $0
    Other
    $1,188
    Deferred
    $8,478
    Nontaxable benefits
    $2,271
    Filer's total
    $188,382

  • MAREK CHODAKIEWICZ

    PROFESSOR

    Total calculated
    $216,320
    From this org
    $180,163
    From related orgs
    $0
    Other
    $36,157
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $178,579
    Bonus
    $0
    Other
    $1,584
    Deferred
    $1,200
    Nontaxable benefits
    $36,031
    Filer's total
    $217,394

  • MATTHEW DANIELS

    PROFESSOR

    Total calculated
    $196,167
    From this org
    $168,443
    From related orgs
    $0
    Other
    $27,724
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $167,411
    Bonus
    $0
    Other
    $1,032
    Deferred
    $8,750
    Nontaxable benefits
    $20,048
    Filer's total
    $197,241

  • DAVID THOMAS

    PROFESSOR

    Total calculated
    $169,610
    From this org
    $169,610
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $169,610
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $169,610

  • S J TSAGRONIS

    PROFESSOR

    Total calculated
    $210,597
    From this org
    $180,738
    From related orgs
    $0
    Other
    $29,859
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $179,154
    Bonus
    $0
    Other
    $1,584
    Deferred
    $9,395
    Nontaxable benefits
    $21,539
    Filer's total
    $211,672

  • CHRISTOPHER HARMON

    PROFESSOR

    Total calculated
    $162,566
    From this org
    $155,271
    From related orgs
    $0
    Other
    $7,295
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $154,255
    Bonus
    $0
    Other
    $1,016
    Deferred
    $6,688
    Nontaxable benefits
    $1,682
    Filer's total
    $163,641

  • JAMES ANDERSON

    FORMER OFFICER

    Total calculated
    $145,720
    From this org
    $144,146
    From related orgs
    $0
    Other
    $1,574
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $143,974
    Bonus
    $0
    Other
    $172
    Deferred
    $1,574
    Nontaxable benefits
    $265
    Filer's total
    $145,985

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 · Compensation committee
  • 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
JOHN BERGHOLZ, VP OF INSTITUTIONAL ADVANCEMENT RESIDES IN CHICAGO, ILLINOIS. IWP PAYS QUARTERLY DUES FOR THE UNION LEAGUE CLUB OF CHICAGO. IWP CONDUCTS MEETINGS THERE. IWP PAID NON-TAXABLE DUES IN THE AMOUNT OF $570.

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
2022
Filed
12 June 2024
IRS schema version
2022v5.0
Source object
202441659349300129

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