2025-04-29T08:46:19-05:00 2024-06-30 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2023-07-01 521226967 PETER G PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS PETE 2023289000 1750 MASSACHUSETTS AVE NW WASHINGTON DC 200361903 ADAM POSEN PRESIDENT 2023289000 2025-04-22 1 1 FRANK SMITH P00639053 2022274000 2023 2025-03-06 01:10:19Z ADAM POSEN 1750 MASSACHUSETTS AVE NW WASHINGTON DC 200361903 27307169 0 X WWW.PIIE.COM X 1981 DC SUPPORT RIGOROUS, INTELLECTUALLY OPEN, HONEST STUDY AND DISCUSSION OF INT'L ECONOMIC POLICY. 44 44 55 47 314111 208450 8878083 11751473 0 0 1954003 3043937 36191 19201 10868277 14814611 0 0 0 0 8666373 10661915 78285 86550 871895 5168295 5766837 13912953 16515302 -3044676 -1700691 95398380 99278677 2356295 3246016 93042085 96032661 X THE PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS (PIIE) IS AN INDEPENDENT NONPROFIT, NONPARTISAN RESEARCH ORGANIZATION DEDICATED TO STRENGTHENING PROSPERITY AND HUMAN WELFARE IN THE GLOBAL ECONOMY THROUGH EXPERT ANALYSIS AND PRACTICAL POLICY SOLUTIONS. 0 0 7297499 RESEARCH: THE INSTITUTE'S RESEARCH TEAM PROVIDED OBJECTIVE ANALYSIS AND PRACTICAL PUBLIC POLICY RECOMMENDATIONS ON TOPICS INCLUDING INTERNATIONAL TRADE, INVESTMENTS, FINANCE AND TAX POLICY; MACROECONOMICS; GLOBALIZATION AND HUMAN WELFARE; CLIMATE CHANGE; CYBERSECURITY; ECONOMIC SANCTIONS; ECONOMIC NATIONALISM; GLOBAL SUPPLY CHAINS; MONETARY AND FISCAL POLICY; CRITICAL MINERALS; THE ECONOMIC RAMIFICATIONS OF INTERNATIONAL CONFLICTS; THE ECONOMIC IMPLICATIONS OF TECHNOLOGICAL ADVANCES, ESPECIALLY IN ARTIFICIAL INTELLIGENCE; AND ECONOMIC ISSUES IN THE UNITED STATES SPECIFICALLY RELATED TO CHINA, EUROPEAN UNION, INDIA, JAPAN, KOREA, LATIN AMERICA, THE MIDDLE EAST NORTH AFRICA (MENA), RUSSIA, THE UNITED KINGDOM, AND THE UNITED STATES-MEXICO-CANADA TRADING BLOC. 2527451 OUTREACH: THE INSTITUTE HOSTED NUMEROUS PUBLIC EVENTS, IN-PERSON AND ONLINE, IN WASHINGTON, D.C. AND AROUND THE WORLD, TO SHARE OUR RESEARCH AND INVITE DISCUSSION. WE HOLD THESE SESSIONS TO INFORM A BROAD RANGE OF INTERESTED PARTIES AND ENCOURAGE VIGOROUS DEBATE AND EXCHANGE OF DIFFERENT POINTS OF VIEWS TO ENRICH THE BROADER POPULATION'S UNDERSTANDING OF COMPLEX ISSUES. PARTICIPANTS INCLUDED PIIE SCHOLARS AND OUTSIDE EXPERTS FROM ACADEMIA, THINK TANKS, EMBASSIES, GOVERNMENT, AND ORGANIZATIONS INCLUDING THE INTERNATIONAL MONETARY FUND, THE WORLD BANK, THE WORLD TRADE ORGANIZATION, THE BANK FOR INTERNATIONAL SETTLEMENTS, THE COUNCIL ON FOREIGN RELATIONS, AND THE WORLD ECONOMIC FORUM. THE AUDIENCE FOR THESE EVENTS CAME, SIMILARLY, FROM ACADEMIA, BUSINESS, GOVERNMENT, INTERNATIONAL ORGANIZATIONS, AND THE MEDIA. 1127676 11638 PUBLICATIONS: TO SHARE THE INSTITUTE'S RESEARCH WITH THE WIDEST POSSIBLE AUDIENCE, PIIE PUBLISHED OUR WORK ON OUR WEBSITE IN VARIOUS FORMATS, INCLUDING RESEARCH PAPERS, CHARTS, BLOGPOSTS, PODCASTS, AND VIDEO INTERVIEWS, ALL AVAILABLE TO THE PUBLIC. WE DISTRIBUTED THE WORK FURTHER THROUGH OUR WEEKLY EMAIL NEWSLETTER AND ON SOCIAL MEDIA. WE RECORDED MILLIONS OF PIIE.COM WEB VIEWS AND MORE THAN 100,000 FOLLOWERS OF OUR VARIOUS SOCIAL MEDIA ACCOUNTS. INSTITUTE SCHOLARS ALSO WROTE OPINION ARTICLES FOR OUTSIDE PUBLICATIONS, GAVE SPEECHES TO VARIOUS GATHERINGS, AND PROVIDED EXPERT TESTIMONY AT THE INVITATION OF US AND OTHER GOVERNMENT OFFICES. PIIE EXPERTS GAVE NUMEROUS INTERVIEWS TO JOURNALISTS AND WERE CITED BY MAJOR US AND INTERNATIONAL MEDIA, AS WELL AS BY REGIONAL AND LOCAL AMERICAN NEWS OUTLETS. OUR SCHOLARS SHARED THEIR FINDINGS WITH THE PUBLIC VIA TELEVISION, RADIO, ONLINE, TELEPHONE, EMAIL, IN PRINT, AND VIA NEWSWIRE SERVICES. 754624 COMMUNICATIONS - THE INSTITUTE CREATES AUDIOVISUAL MATERIALS, INTERACTIVE GRAPHICS, EMAIL NEWSLETTERS, EDUCATIONAL MATERIALS, AND SOCIAL MEDIA CONTENT TO DEEPEN THE PUBLIC'S AND POLICYMAKERS' UNDERSTANDING OF THE INTERNATIONAL ECONOMIC ISSUES DISCUSSED. 754624 11707250 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 0 1 0 0 1 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 50 0 1 55 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 44 44 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA IL MA MI NY X GIFA MAHIFERE 2023289000 1750 MASSACHUSETTS AVE NW WASHINGTON DC 200361903 MR MICHAEL A PETERSON CHAIR OF THE BOARD 5.00 X 0 0 0 HONORABLE LAWRENCE H SUMMERS VICE CHAIR OF THE BOARD 2.00 X 0 0 0 MR STEPHEN FREIDHEIM CHAIR OF EXEC. COMM. 2.00 X 0 0 0 MS CAROLINE ATKINSON BOARD MEMBER 1.00 X 0 0 0 C FRED BERGSTEN BOARD MEMBER 1.00 X 0 0 0 MR MARK T BERTOLINI BOARD MEMBER 1.00 X 0 0 0 MS NEETI BHALLA JOHNSON BOARD MEMBER 1.00 X 0 0 0 MR FRANK BROSENS BOARD MEMBER 1.00 X 0 0 0 MR MARK CARNEY BOARD MEMBER 1.00 X 0 0 0 MR JASON CUMMINS BOARD MEMBER 1.00 X 0 0 0 LADY LYNN DE ROTHSCHILD BOARD MEMBER - UNTIL 04/24 1.00 X 0 0 0 MR BARRY EICHENGREEN BOARD MEMBER 1.00 X 0 0 0 DR ROGER W FERGUSON JR BOARD MEMBER 1.00 X 0 0 0 MR PETER FISHER BOARD MEMBER 1.00 X 0 0 0 DR JACOB A FRENKEL BOARD MEMBER - UNTIL 10/23 1.00 X 0 0 0 MS ESTHER L GEORGE BOARD MEMBER 1.00 X 0 0 0 MR EVAN G GREENBERG BOARD MEMBER 1.00 X 0 0 0 MR MAURICE HANK R GREENBERG BOARD MEMBER 1.00 X 0 0 0 MS KELLY GRIER BOARD MEMBER 1.00 X 0 0 0 MR HERBJORN HANSSON BOARD MEMBER 1.00 X 0 0 0 MR J TOMILSON HILL BOARD MEMBER 1.00 X 0 0 0 MR STEPHEN R HOWE JR BOARD MEMBER 1.00 X 0 0 0 MR JAY JACOBS BOARD MEMBER 1.00 X 0 0 0 MS MERIT E JANOW BOARD MEMBER 1.00 X 0 0 0 MR HUGH JOHNSTON BOARD MEMBER 1.00 X 0 0 0 MR MICHAEL KLEIN BOARD MEMBER 1.00 X 0 0 0 MR RAMON L LAGUARTA BOARD MEMBER 1.00 X 0 0 0 MR CHARLES LAKE II BOARD MEMBER 1.00 X 0 0 0 MR DAVID M LEUSCHEN BOARD MEMBER 1.00 X 0 0 0 MS BARBARA G NOVICK BOARD MEMBER 1.00 X 0 0 0 MR TETSUO TED OGAWA BOARD MEMBER 1.00 X 0 0 0 MS HUTHAM OLAYAN BOARD MEMBER 1.00 X 0 0 0 DR PETER ORSZAG BOARD MEMBER 1.00 X 0 0 0 MR JAMES W OWENS BOARD MEMBER 1.00 X 0 0 0 MR JONATHAN PRUZAN BOARD MEMBER 1.00 X 0 0 0 MS PAULA R REYNOLDS BOARD MEMBER 1.00 X 0 0 0 MS VIRGINIA M ROMETTY BOARD MEMBER 1.00 X 0 0 0 MR RICHARD E SALOMON BOARD MEMBER 1.00 X 0 0 0 MR DILHAN PILLAY SANDRASEGARA BOARD MEMBER 1.00 X 0 0 0 MR MOSTAFA TERRAB BOARD MEMBER 1.00 X 0 0 0 MR MARK TUCKER BOARD MEMBER 1.00 X 0 0 0 MS LAURA D TYSON BOARD MEMBER 1.00 X 0 0 0 MR JIM UMPLEBY BOARD MEMBER 1.00 X 0 0 0 MR RONALD A WILLIAMS BOARD MEMBER 1.00 X 0 0 0 MR MIN ZHU BOARD MEMBER 1.00 X 0 0 0 HONORABLE ROBERT B ZOELLICK BOARD MEMBER 1.00 X 0 0 0 ADAM S POSEN PRESIDENT 40.00 X 529286 0 53160 JESSE M NOLAND EXEC. VP & DIRECTOR OF STUDIES 40.00 X 480003 0 51443 JEFFREY A CORDEAU VP FOR OPERATIONS & CTO 40.00 X 224610 0 48551 DAVID J O'BRIEN VP FOR DEVELOPMENT & EXTERNAL AFFAIRS 40.00 X 273592 0 26667 STEVEN R WEISMAN VP OF PUBLICATIONS & COMM. 40.00 X 245644 0 26025 CHAD BOWN SENIOR FELLOW 40.00 X 368365 0 66061 MARY LOVELY SENIOR FELLOW 40.00 X 320463 0 42621 JEFFREY J SCHOTT SENIOR FELLOW 40.00 X 294742 0 51714 OLIVIER BLANCHARD SENIOR FELLOW 40.00 X 300327 0 27535 MONICA BAUMGARTEN DEBOLLE SENIOR FELLOW 40.00 X 290129 0 29199 3327161 0 422976 10 0 1 0 JFK CONSULT LC CHEMIN DU VELLEMOLEN 4 WOLUWESAINTLAMBERT BE 1200 CONTRACT RESEARCH 171314 P&R ENTERPRISES INC 5681 COLUMBIA PIKE FALLS CHURCH VA 22041 CONTRACT SERVICES 152622 REFINITIV US LLC PO BOX 415983 BOSTON MA 02241 SUBSCRIPTION 124320 ADVANCED BUILDING SERVICES INC 23475 ROCK HAVEN WAY STERLING VA 20166 CONTRACT SERVICES 118352 FORUM ONE 6140 S GUN ROAD K6-153 AURORA CO 80016 ADVERTISING 112665 8 11751473 11751473 1561488 314111 1247377 13975007 12492558 1482449 1482449 1482449 11638 0 11638 11638 MISCELLANEOUS 900099 7563 7563 7563 14814611 11638 314111 2737389 1978420 1318523 418107 241790 6414069 4996955 1076804 340310 870424 645896 178195 46333 879112 422840 410196 46076 519890 392737 90408 36745 81967 2140 79827 180993 180993 86550 86550 519503 519503 648652 146645 475112 26895 61971 60151 1820 157814 99381 58433 198822 181191 16576 1055 804899 689893 108566 6440 605040 517884 65479 21677 321535 271733 45194 4608 484740 432369 49095 3276 92327 83057 8645 625 CONTRACT RESEARCH 1090939 1090939 SUBSCR. & LIBRARY EXP. 320370 212403 107967 BAD DEBT EXPENSE 175000 127752 37733 9515 DUES & SUBSCRIPTIONS 22265 14761 7504 16515302 11707250 3936157 871895 5301532 4817620 3842385 10253906 2082000 2675026 12972 149492 13793 13793 111519 85709 19220938 10220580 9349264 9000358 6812573 6610702 65455737 63255466 2416605 2416605 95398380 99278677 1473707 1813044 882588 1432972 2356295 3246016 X 35171307 32659398 57870778 63373263 93042085 96032661 95398380 99278677 X -1700691 4756267 -65000 X 0 1 X 1 0 X 13830973 8105153 9874587 8878083 11751473 52440269 13830973 8105153 9874587 8878083 11751473 52440269 12793135 39647134 799377 2334533 306217 1841552 1247377 6529056 83982 34618 228608 347208 148 6844 7563 14555 59331088 110588 0.66820 0.59220 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 148. 2022 AMOUNT: $ 6,844. 2023 AMOUNT: $ 7,563. 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THE ENDOWMENT IS THE CORE SOURCE OF OPERATIONAL FUNDS, INDEPENDENT FROM AND NOT RELIANT UPON EXTERNAL REVENUE SOURCES. ACCORDINGLY, THE SPENDING AND INVESTMENT POLICIES ARE DESIGNED IN TANDEM TO EARN AND PROVIDE SUSTAINABLE AND RELIABLE AMOUNTS ANNUALLY TO SUPPORT THE INSTITUTE'S PROGRAMS. PART X, LINE 2: THE INSTITUTE EVALUATED ITS UNCERTAINTY IN INCOME TAXES FOR THE YEARS ENDED JUNE 30, 2024 AND 2023, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON GRANTS AND CONTRIBUTIONS RECEIVABLE 65,000. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 39852820 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 1347155 0 0 0 0 0 0 41199975 0 41199975 1 0 0 0 1 0 PART I, LINE 3: IN ACCORDANCE WITH IRS INSTRUCTIONS, ALL AMOUNTS REPORTED IN PART I OF SCHEDULE F ARE REPORTED USING THE ACCRUAL BASIS OF ACCOUNTING WHICH IS THE SAME METHOD OF ACCOUNTING USED IN THE FINANCIAL STATEMENTS. X X X X X X 1 THE HELEN BROWN GROUP 489 MT AUBURN STREET SUITE 4 WATERTOWN MA 02472 CONSULTING 0 0 79085 -79085 79085 -79085 CA IL MA MI NY DC X X X X 0 0 0 0 0 0 0 0 0 ADAM S POSEN PRESIDENT 529286 0 0 0 0 0 33000 0 20160 0 582446 0 0 0 JESSE M NOLAND EXEC. 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THE EXECUTIVE COMMITTEE MAY EXERCISE THE FULL AUTHORITY OF THE BOARD BETWEEN MEETINGS OF THE BOARD WHEN PROMPT ACTION IS NECESSARY AND ACTION BY THE FULL BOARD IS IMPRACTICABLE OR AS DELEGATED BY THE BOARD, EXCEPT THAT THE EXECUTIVE COMMITTEE SHALL NOT HAVE THE POWER TO APPROVE A DISSOLUTION OR MERGER, OR THE SALE OF ALL OR SUBSTANTIALLY ALL OF THE INSTITUTE'S ASSETS; APPOINT OR REMOVE DIRECTORS; APPOINT OR REMOVE COMMITTEE MEMBERS; AUTHORIZE DISTRIBUTIONS; OR AMEND THE ARTICLES OF INCORPORATION OR THE BYLAWS. FORM 990, PART VI, SECTION A, LINE 2 EVAN G. GREENBERG, A BOARD MEMBER, IS THE SON OF MAURICE (HANK) R. GREENBERG, ALSO A BOARD MEMBER. FORM 990, PART VI, SECTION B, LINE 11B THE PRESIDENT AND TREASURER THOROUGHLY REVIEW THE FEDERAL FORM 990, WHICH IS THEN PRESENTED TO THE AUDIT COMMITTEE, THE EXECUTIVE COMMITTEE, AND THE BOARD OF DIRECTORS BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES MUST DISCLOSE AN ACTUAL OR PERCEIVED CONFLICT OF INTEREST TO HUMAN RESOURCES AND/OR THE PRESIDENT BEFORE ENGAGING IN THE CONFLICTING ACTIVITY, OR AS SOON AS AN EMPLOYEE BECOMES AWARE OF SUCH CONFLICT. IN ADDITION, AT THE TIME OF HIRE, AND AT LEAST ANNUALLY THEREAFTER AS REQUESTED, ALL EMPLOYEES ARE REQUIRED TO REPORT OUTSIDE INCOME OR BUSINESS RELATIONSHIPS OR OTHER POTENTIAL CONFLICTS OF INTEREST, PARTICULARLY FINANCIAL ACTIVITIES THAT MAY REFLECT ADVERSELY ON RESEARCH INDEPENDENCE. WHEN POTENTIAL CONFLICTS EXIST, THE PERSON WITH THE CONFLICT IS PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTIONS. FORM 990, PART VI, SECTION B, LINE 15 THE INSTITUTE'S EXECUTIVE COMMITTEE ANNUALLY REVIEWS COMPENSATION FOR TOP MANAGEMENT OFFICIALS, INCLUDING THE PRESIDENT, UTILIZING COMPARABLE INDUSTRY AND ORGANIZATIONAL DATA. THE COMPENSATION REVIEW WAS PERFORMED IN APRIL 2023. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS, THE CONFLICT OF INTEREST POLICY, AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART XI, LINE 9: LOSS ON GRANTS AND CONTRIBUTIONS RECEIVABLE -65,000. IIE PROPERTY ASSOCIATES LLC 1750 MASSACHUSETTS AVENUE WASHINGTON DC 20036 521226967 BUILDING MANAGEMENT MD 0 10125 PETER G PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS