2025-11-12T08:37:54-06:00 2024-12-31 131655065 LUTZ AND CARR CPAS LLP 551 FIFTH AVENUE SUITE 400 NEW YORK NY 10176 990 2024-01-01 251725738 CERGE-EI FOUNDATION CERG 6093574063 26 BROADWAY 8TH FLOOR NEW YORK NY 10004 TONY CLAUDINO PRESIDENT AND CEO 6093574063 2025-11-11 1 0 JESSICA DIGIAMO DIAZ P01994693 2126972299 2024 2025-03-06 01:10:19Z TONY CLAUDINO 26 BROADWAY FLOOR 8 NEW YORK NY 10004 4013405 0 X CERGE-EI.CZ X 1993 PA OUR PURPOSE IS TO IMPROVE THE STANDARD OF ECONOMICS EDUCATION ACROSS CENTRAL, EASTERN AND SOUTHEASTERN EUROPE, THE SOUTH CAUCASUS AND CENTRAL ASIA REGIONS AND ENSURE THAT THESE COUNTRIES REMAIN ON THE PATH TOWARDS ECONOMIC AND PERSONAL FREEDOM. 16 11 3 11 0 0 1812303 1129788 1264900 1659680 590584 939670 2109 0 3669896 3729138 2095464 1639030 0 0 302812 274363 0 0 284631 1885524 1797782 4283800 3711175 -613904 17963 12314135 11777433 358590 244452 11955545 11532981 OUR PURPOSE IS TO IMPROVE THE STANDARD OF ECONOMICS EDUCATION ACROSS CENTRAL, EASTERN AND SOUTHEASTERN EUROPE, THE SOUTH CAUCASUS AND CENTRAL ASIA REGIONS AND ENSURE THAT THESE COUNTRIES REMAIN ON THE PATH TOWARDS ECONOMIC AND PERSONAL FREEDOM. 0 0 1362714 944730 THE CERGE-EI TEACHING FELLOWSHIPS SUPPORT WESTERN-TRAINED 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. 1125273 694300 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. 778766 1659680 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. THE GROUP HAD A LARGE PROPORTION OF ECONOMICS STUDENTS, PURSUING THE CERTIFICATE IN INTERNATIONAL ECONOMICS & FINANCE. 3266753 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 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 18 0 1 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 11 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 X X 0 0 0 JULIA BRYAN VICE CHAIR 1.00 X X 0 0 0 BORIS A BOROZAN TREASURER 1.00 X X 0 0 0 FILIP KASPAR SECRETARY/ADMINISTRATIVE DIRECTOR 40.00 X X 46485 0 0 ORLEY ASHENFELTER MEMBER 1.00 X 0 0 0 MARC S ELLENBOGEN MEMBER 1.00 X 0 0 0 RANDALL K FILER MEMBER/TEACHING FELLOWS DIRECTOR 2.00 X 0 0 0 PROF ING STEPAN JURAJDA PHD MEMBER/RESEARCH FELLOWSHIP 5.00 X 53319 0 0 GERALD ROLAND MEMBER/VISITING PROFESSOR 5.00 X 15000 0 0 JAN SVEJNAR MEMBER/VISITING PROFESSOR 5.00 X 38147 0 0 SUSAN E WALTON MEMBER 1.00 X 0 0 0 MARTIN TOLAR MEMBER 1.00 X 0 0 0 SUZANNE BISHOPRIC MEMBER 1.00 X 0 0 0 ANDREAS UELTZHFFER MEMBER 1.00 X 0 0 0 DRAGANA STANISIC MEMBER 1.00 X 0 0 0 TONY CLAUDINO PRESIDENT AND CEO 40.00 X X 162000 0 36128 314951 0 36128 1 0 1 0 0 1129788 48594 1129788 TUITION 611600 1659680 1659680 1659680 923937 923937 300000 284267 15733 15733 15733 3729138 1659680 0 939670 X 25200 25200 1613830 1613830 198128 79251 39626 79251 48016 34308 4570 9138 1272 789 161 322 10330 7284 1015 2031 16617 7842 2925 5850 13967 7123 3492 3352 26547 26547 404642 325761 61292 17589 3343 1636 803 904 8616 4394 2154 2068 18000 8280 3240 6480 25740 3625 1747 20368 50070 50070 1632 729 903 1925 1925 UPCES PROGRAM EXPENSES 778766 778766 TEACHING FELLOWS ADMINI 168984 168984 DISTANCE LEARNING PROGR 136919 136919 SPECIAL EVENT 123545 123545 35086 11962 9391 13733 3711175 3266753 159791 284631 1296818 553272 72770 33991 8430 728 10834 26814 8096 5070 4658 3026 10920625 11159602 12314135 11777433 80705 52850 6892 277885 184710 358590 244452 X 4710984 4019471 7244561 7513510 11955545 11532981 12314135 11777433 17963 -440527 0 X 0 1 X 1 0 X 2456568 2514826 2791827 1812303 1129788 10705312 2456568 2514826 2791827 1812303 1129788 10705312 10705312 430872 436141 451613 522163 923937 2764726 13470038 4840025 0.79470 0.86220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6784721 258727 7043448 5986960 1137676 339915 6784721 7011991 -688031 337000 5986960 6379698 945143 312850 7011991 6115910 263788 6379698 0.57000 0.43000 0 0 8096 5070 3026 3026 3311132 -440527 22521 -418006 3729138 0 3729138 3733696 22521 22521 3711175 0 3711175 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. 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 116 PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION ECONOMICS EDUCATION COURSES, GRANTS AND FELLOWSHIPS FOR ECONOMICS EDUCATION, ECONOMICS CONFERENCES 1965391 RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, 0 0 PROGRAM SERVICES AND GRANTS TO RECIPIENTS LOCATED IN REGION GRANTS AND FELLOWSHIPS FOR ECONOMICS EDUCATION 419621 0 116 0 0 0 116 2385012 0 2385012 RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, TEACHING FELLOWSHIPS AND PROGRAM IMPLEMENTATION 109500 WIRE TRANSFER 0 RUSSIA AND NEIGHBORING STATES TEACHING FELLOWSHIPS AND PROGRAM IMPLEMENTATION 38800 WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM ECONOMICS EDUCATION PROGRAM SUPPORT AND FELLOWSHIPS 220163 WIRE TRANSFER 0 3 SCHOLARSHIPS AND FELLOWSHIPS EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU 112 1056567 WIRE TRANSFER SCHOLARSHIPS AND FELLOWSHIPS RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, 58 185800 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. 1 CAREER INTEGRATION FELLOWSHIPS 3 12000 GRADUATE TEACHING FELLOWSHIPS 4 13200 PART I, LINE 2: THE FUNDS ARE MONITORED BY CONTRACTUAL REQUIREMENT OF REPORTS PRIOR TO PAYMENT AND MENTOR OVERSIGHT AND APPROVAL. X X X X 0 0 0 0 0 0 0 0 0 TONY CLAUDINO PRESIDENT AND CEO 150000 0 12000 0 0 0 2625 0 33503 0 198128 0 0 0 X 1 39936 FAIR MARKET VALUE X EVENT SUPPLIES 1 8658 FAIR MARKET VALUE 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. FORM 990, PART IX, LINE 11G OTHER PROFESIONAL FEES: PROGRAM SERVICE EXPENSES 121,977. MANAGEMENT AND GENERAL EXPENSES 17,220. FUNDRAISING EXPENSES 16,532. TOTAL EXPENSES 155,729. ADMINISTRATIVE CONSULTANT FEES: PROGRAM SERVICE EXPENSES 67,013. MANAGEMENT AND GENERAL EXPENSES 44,072. FUNDRAISING EXPENSES 1,057. TOTAL EXPENSES 112,142. INSTRUCTORS: PROGRAM SERVICE EXPENSES 136,771. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 136,771.