2023-11-15T08:30:49-06:00 2022-12-31 131655065 LUTZ AND CARR CPAS LLP 551 FIFTH AVENUE SUITE 400 NEW YORK NY 10176 990 2022-01-01 251725738 CERGE-EI FOUNDATION CERG 6093574063 26 BROADWAY 8TH FLOOR NEW YORK NY 10004 TONY CLAUDINO PRESIDENT AND CEO 6093574063 2023-11-14 1 TONY CLAUDINO 999009999 0 JESSICA DIGIAMO DIAZ P01994693 2126972299 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TONY CLAUDINO 26 BROADWAY FLOOR 8 NEW YORK NY 10004 5664982 0 X CERGE-EI.CZ X 1993 PA TO PROMOTE ECONOMICS EDUCATION AND RESEARCH IN THE POST-COMMUNIST COUNTRIES OF CENTRAL AND EASTERN EUROPE INCLUDING THE FORMER SOVIET UNION. 14 10 2 10 0 0 2514826 2791827 313946 1119344 457873 671016 575 5397 3287220 4587584 2122800 2265295 0 0 153295 243729 0 0 204177 917725 1900444 3193820 4409468 93400 178116 13211124 11887660 279755 1054851 12931369 10832809 TO PROMOTE ECONOMICS EDUCATION AND RESEARCH IN THE POST-COMMUNIST COUNTRIES OF CENTRAL AND EASTERN EUROPE INCLUDING THE FORMER SOVIET UNION. 0 0 1705994 1187645 19794 SUPPORT FOR THE CERGE-EI DOCTORAL PROGRAM IN ECONOMICS FOR PROMISING STUDENTS FROM THE FORMER SOVIET BLOC AND OTHER DEVELOPING NATIONS THAT IS TOTALLY TUITION FREE, BUILDING A BASE OF KNOWLEDGE AND EXPERTISE IN MODERN MARKET ECONOMICS IN A REGION WHERE IT WAS PREVIOUSLY UNKNOWN.THE MASTERS OF APPLIED ECONOMICS (MAE) PROGRAM IS AN INTENSIVE, EMPIRICALLY-BASED 12-MONTH PROGRAM THAT ENABLES STUDENTS TO OBTAIN AN ECONOMIC EDUCATION TYPICALLY NOT AVAILABLE IN THEIR HOME COUNTRIES AND GAIN ESSENTIAL SKILLS DEMANDED BY EMPLOYERS. 1537333 1077650 THE CERGE-EI TEACHING FELLOWSHIPS SUPPORT GRADUATE STUDENTS AND POST-DOCTORAL TEACHERS IN THE EFFORT TO EXPAND THE TEACHING OF MODERN MARKET ECONOMICS TO UNDERGRADUATES IN A REGION WHERE IT WAS PREVIOUSLY UNKNOWN. 790683 1099550 THE UNDERGRADUATE PROGRAM IN CENTRAL EUROPEAN STUDIES IS AN AMERICAN JUNIOR-YEAR STUDY-ABROAD PROGRAM DESIGNED TO EXPAND U.S. STUDENTS' EDUCATION IN THE STUDY OF CENTRAL EUROPE AND TO FURTHER EXPAND KNOWLEDGE OF THE CERGE-EI PROGRAM THROUGH AMERICAN ACADEMIA. 4034010 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 20 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X X TONY CLAUDINO 6093574063 26 BROADWAY 8TH FLOOR NEW YORK NY 10004 BURKHARD DALLOSCH CHAIRMAN 1.00 0.00 X X 0 0 0 JULIA R BRYAN VICE CHAIR 1.00 0.00 X X 0 0 0 BORIS A BOROZAN TREASURER 1.00 0.00 X X 0 0 0 FILIP KASPAR SECRETARY/ADMINISTRATIVE DIRECTOR 40.00 0.00 X X 31283 0 0 ORLEY ASHENFELTER MEMBER 1.00 0.00 X 0 0 0 MARC S ELLENBOGEN MEMBER 1.00 0.00 X 0 0 0 RANDALL K FILER MEMBER/TEACHING FELLOWS DIRECTOR 2.00 0.00 X 47184 0 0 PROF ING STEPAN JURAJDA PHD MEMBER/RESEARCH FELLOWSHIP PROGRAM 5.00 0.00 X 46502 0 0 MICHAEL C MARKOVITZ MEMBER 1.00 0.00 X 0 0 0 GERALD ROLAND MEMBER/VISITING PROFESSOR 5.00 0.00 X 15000 0 0 DRAGANA STANISIC MEMBER 1.00 0.00 X 0 0 0 HON CRAIG R STAPLETON MEMBER 1.00 0.00 X 0 0 0 JAN SVEJNAR MEMBER/VISITING PROFESSOR 5.00 0.00 X 48147 0 0 SUSAN E WALTON MEMBER 1.00 0.00 X 0 0 0 MARTIN TOLAR MEMBER 1.00 0.00 X 0 0 0 TONY CLAUDINO PRESIDENT AND CEO 40.00 0.00 X X 166243 0 39517 354359 0 39517 1 0 1 0 0 2791827 50416 2791827 TUITION 611600 1119344 1119344 1119344 451613 451613 1296801 1077398 219403 219403 219403 OTHER INCOME 900099 5397 5397 5397 4587584 1119344 0 676413 2265295 2265295 205752 82232 41173 82347 23484 9064 4807 9613 14493 5772 2907 5814 1283 321 770 192 26836 13418 13418 408538 281084 87085 40369 10931 4395 3919 2617 20352 12415 5495 2442 11469 6651 2409 2409 21412 3145 3145 15122 66324 66324 1544 926 309 309 3433 3433 UPCES PROGRAM EXPENSES 790683 790683 TEACHING FELLOWS ADMINI 173977 173977 SPECIAL EVENT 156293 117777 38516 DISTANCE LEARNING PROGR 120425 120425 86944 80106 2411 4427 4409468 4034010 171281 204177 2139064 1861803 512164 54430 154025 6331 1232 1516 7648 5732 2217 4334 3515 10493285 9859437 13211124 11887660 120005 26451 974000 159750 54400 279755 1054851 X 5709334 4414708 7222035 6418101 12931369 10832809 13211124 11887660 178116 -1354676 -922000 0 X 0 1 X 1 0 X 2493178 3868682 2456568 2514826 2791827 14125081 2493178 3868682 2456568 2514826 2791827 14125081 14125081 388009 307764 430872 436141 451613 2014399 16139480 4480004 0.87520 0.88310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7011991 -688031 337000 5986960 6379698 945143 312850 7011991 6115910 263788 6379698 5098430 1017480 6115910 5817269 1050 -719889 5098430 0.64512 0.35488 0 0 5732 2217 3515 3515 3232908 -1354676 -1354676 4587584 0 4587584 4409468 0 4409468 0 4409468 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT CONSISTS OF MULTIPLE INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENT INCLUDES DONOR-RESTRICTED ENDOWMENT FUNDS TO FUNCTION AS ENDOWMENTS. THE ORGANIZATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. ITS GOAL IS TO EARN A STABLE AND PREDICTABLE AMOUNT OF CURRENT INCOME FROM THE ENDOWMENT, WHILE REINVESTING ADDITIONAL INTEREST IN YEARS WHEN THE ORGANIZATION'S INVESTMENTS DO WELL. 1 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 44 PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION ECONOMICS EDUCATION COURSES, GRANTS AND FELLOWSHIPS FOR ECONOMICS EDUCATION, ECONOMICS CONFERENCES 3461377 RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, 0 29 PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION GRANTS AND FELLOWSHIPS FOR ECONOMICS EDUCATION 572633 0 73 0 0 0 73 4034010 0 4034010 RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, TEACHING FELLOWSHIPS AND PROGRAM IMPLEMENTATION 261500 WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM ECONOMICS EDUCATION PROGRAM SUPPORT AND FELLOWSHIPS 410000 WIRE TRANSFER 0 RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, TEACHING FELLOWSHIPS AND PROGRAM IMPLEMENTATION 66000 WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND & GREENLAND) TEACHING FELLOWSHIPS AND PROGRAM IMPLEMENTATION 13200 WIRE TRANSFER 0 RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, GENERAL SUPPORT 8500 WIRE TRANSFER 0 5 0 SCHOLARSHIPS AND FELLOWSHIPS EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU 111 1258862 WIRE TRANSFER SCHOLARSHIPS AND FELLOWSHIPS RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, 42 207150 WIRE TRANSFER UKRAINE EMERGENCY RELIEF GRANTS EUROPE (INCLUDING ICELAND & GREENLAND) 6 4200 WIRE TRANSFER UKRAINE EMERGENCY RELIEF GRANTS RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, 51 29483 WIRE TRANSFER 0 0 0 0 0 0 PART I, LINE 2: THE FUNDS ARE MONITORED BY CONTRACTUAL REQUIREMENT OF REPORTS PRIOR TO PAYMENT AND MENTOR OVERSIGHT AND APPROVAL. PART III ACCOUNTING METHOD: X X X X 0 0 0 0 0 0 0 0 0 TONY CLAUDINO PRESIDENT AND CEO 166243 0 0 0 0 0 8332 0 31185 0 205760 0 0 0 X 1 50416 FAIR MARKET VALUE 0 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS APPROVES THE FORM 990 BEFORE SUBMISSION. THE ENTIRE BOARD REVIEWS THE FORM 990 FOR APPROVAL WITHIN TWO WEEKS OF ITS COMPLETION/SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST IS REVIEWED ANNUALLY BY BOTH THE ORGANIZATION'S BOARD OF DIRECTORS AND THE EXECUTIVE AND SUPERVISORY COMMITTEE (ESC) OF CERGE-EI. FORM 990, PART VI, SECTION B, LINE 15A THE PRESIDENT AND CEO'S COMPENSATION IS REVIEWED ANNUALLY BY THE ORGANIZATION'S COMPENSATION COMMITTEE. THE COMMITTEE REVIEWS AN ANNUAL EXECUTIVE MARKET COMPARISON STUDY AND ANNUAL PERFORMANCE OF THE PRESIDENT AND CEO, AND THEN MAKES A RECOMMENDATION TO THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.