2025-08-19T07:39:15-05:00 2024-07-31 882730877 CHERRY BEKAERT ADVISORY LLC 1111 METROPOLITAN AVE STE 900 CHARLOTTE NC 28204 990 2023-08-01 521699641 THE INSTITUTE OF WORLD POLITICS INST 2024622101 1521 16TH STREET NW WASHINGTON DC 20036 CHRISTOPHER GLASS EXECUTIVE VICE PRESIDENT 2024622101 2025-08-18 1 1 BREE-ANN WEIDNER P01319397 7043771678 2023 2025-03-06 01:10:19Z CHRISTOPHER GLASS 1521 16TH STREET NW WASHINGTON DC 20036 13189775 0 X WWW.IWP.EDU X 1990 DC 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. 22 20 86 30 0 0 8931235 9963749 3367492 2969711 125425 112047 104454 -225585 12528606 12819922 1052659 851600 0 0 6485054 7154239 0 0 1052994 3750078 4035163 11287791 12041002 1240815 778920 22850792 23599115 8009229 7989645 14841563 15609470 X THE INSTITUTE OF WORLD POLITICS IS THE INDEPENDENT GRADUATE SCHOOL OF NATIONAL SECURITY, INTELLIGENCE, 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. 0 0 4466418 851600 2969711 THE INSTITUTE OFFERS THREE M.A. DEGREES IN ITS MASTER'S DEGREE PROGRAM, EIGHT CERTIFICATES OF GRADUATE STUDY, 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. 2645904 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 THE NATIONAL SECURITY FIELDS. 465723 THE LIBRARY OFFERS SERVICES TO SUPPORT THE INSTITUTE'S CURRICULUM AND EXPAND STUDENTS' LEARNING OUTSIDE OF THE CLASSROOM BY PROVIDING ACCESS TO OUR PRINT COLLECTIONS, ELECTRONIC SUBSCRIPTIONS, AS WELL AS ACCESS TO PARTNER LIBRARIES. 7578045 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 21 0 1 86 1 0 0 0 0 0 0 0 0 0 0 0 0 X 22 20 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AK AZ CA CO IL MA MD MI NJ NH NV NY OH OK OR RI WA X X CHRISTOPHER GLASS 2024622101 1521 16TH STREET NW WASHINGTON DC 20036 DR JOHN LENCZOWSKI CHANCELLOR AND PRESIDENT EMERITUS 40.00 0.00 X X 236250 0 14594 ALDONA WOS PRESIDENT 40.00 0.00 X X 225000 0 14298 JOHN LOVEWELL CHAIRMAN 8.00 0.00 X X 0 0 0 HON TIDAL W MCCOY VICE CHAIRMAN 8.00 0.00 X X 0 0 0 KARLA AHMANSON TRUSTEE 1.00 0.00 X 0 0 0 DR STEPHEN A FAUSEL TRUSTEE 1.00 0.00 X 0 0 0 SEAN FIELER TRUSTEE 1.00 0.00 X 0 0 0 CAROLS E FONTS SR TRUSTEE 1.00 0.00 X 0 0 0 JOHN K GARVEY TRUSTEE 1.00 0.00 X 0 0 0 GARRETT JOHNSON TRUSTEE 1.00 0.00 X 0 0 0 HON MARIO M KRANJAC TRUSTEE 1.00 0.00 X 0 0 0 HEIDI LEBARON LEUPP TRUSTEE 1.00 0.00 X 0 0 0 DOUGLASS MACKINNON TRUSTEE 1.00 0.00 X 0 0 0 MICHAEL MAIBACH TRUSTEE 1.00 0.00 X 0 0 0 BURK MURCHISON TRUSTEE 1.00 0.00 X 0 0 0 ELISE MURCHISON TRUSTEE 1.00 0.00 X 0 0 0 DR LONG NGUYEN TRUSTEE 1.00 0.00 X 0 0 0 BRIG GEN JACK NICHOLSON US ARM TRUSTEE 1.00 0.00 X 0 0 0 HON EDWARD F REILLY JR TRUSTEE 1.00 0.00 X 0 0 0 WILLIAM SHAW TRUSTEE 1.00 0.00 X 0 0 0 DONALD V SMITH TRUSTEE 1.00 0.00 X 0 0 0 D TIMOTHY WHITE PDD TRUSTEE 1.00 0.00 X 0 0 0 CHRISTOPHER GLASS EXECUTIVE VP 40.00 0.00 X 195000 0 11334 CHRISTINE BALLING DIRECTOR OF PROFESSIONAL AFFILIATION 40.00 0.00 X 176750 0 9885 ARIANE SWEENEY DIRECTOR OF ADVANCEMENT 40.00 0.00 X 175000 0 9782 JOHN BERGHOLZ VP OF INSTITUTIONAL ADVANCEMENT 40.00 0.00 X 165000 0 11298 JASON JOHNSRUD DEAN OF STUDENTS 40.00 0.00 X 121667 0 7108 TIM STEBBINS DIRECTOR OF RECRUITING 40.00 0.00 X 102417 0 7055 JAMES ROBBINS ACADEMIC DEAN 40.00 0.00 X 228650 0 13017 MAREK CHODAKIEWICZ PROFESSOR 40.00 0.00 X 212098 0 2784 MATTHEW DANIELS PROFESSOR 40.00 0.00 X 175000 0 10334 S J TSAGRONIS PROFESSOR 40.00 0.00 X 172250 0 10227 CHRISTOPHER HARMON PROFESSOR 40.00 0.00 X 159250 0 13589 DAVID THOMAS PROFESSOR 40.00 0.00 X 165750 0 0 2510082 0 135305 19 0 1 0 BLACKWELL CONSULTING LLC 2506 EATON ROAD WILMINGTON DE 19810 HUMAN RESOURCES 130000 THE DIVERSA GROUP 25245 FIVE MILLS ROAD REDFORD MI 48329 CAREER PLACEMENT 118600 2 449963 213359 9300427 9963749 TUITION FEES 611310 2819149 2819149 STUDENT FEES 611710 150562 150562 2969711 111876 111876 47995 0 47995 47995 47995 171 0 171 171 171 59651 449963 369853 -310202 -310202 217 0 217 217 INSURANCE REFUNDS 900099 33827 33827 OTHER INCOME 900099 2578 2578 36405 12819922 2969711 0 -113538 851600 851600 1702215 656472 684663 361080 4450442 3335796 851419 263227 128380 97750 21988 8642 411538 305830 48741 56967 461664 306589 108979 46096 18996 18996 93805 93805 5405 5405 384295 239041 138307 6947 768355 760153 8202 391826 175487 132964 83375 102186 37029 59804 5353 420933 145147 253653 22133 250985 117709 52215 81061 443326 25412 371148 46766 287121 287121 388971 244050 107706 37215 91525 48264 36198 7063 PUBLICATIONS & SUBSCRIP 207013 156396 44874 5743 BAD DEBT EXPENSE 45390 45390 CREDIT CARD & BANK FEES 33072 13633 10867 8572 DUES 26589 8198 15022 3369 75370 53489 20698 1183 12041002 7578045 3409963 1052994 201 1533 4047220 3888070 4389429 3100917 272462 647576 350555 367324 12519212 2758559 9781937 9760653 2969587 5245077 1039401 587965 22850792 23599115 479172 488927 678783 645491 368 7227 6850906 6848000 8009229 7989645 X 6557673 9674038 8283890 5935432 14841563 15609470 22850792 23599115 X 778920 -57776 1952 44811 X 0 0 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 3160082 10620 90624 126600 3134726 3163713 5610 98432 107673 3160082 3698062 115411 -507411 142349 3163713 2929662 44972 873148 149720 3698062 2713785 10000 363345 157468 2929662 0.14000 0.79000 0.07000 0 0 2060000 2060000 8525893 1686560 6839333 183021 46406 136615 934955 656253 278702 815343 369340 446003 9760653 PART III, LINE 1A: AT THE TIME OF FILING THIS FORM 990, THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS FOR THE FISCAL YEAR WERE NOT YET COMPLETED. THEREFORE, NO FORMAL STATEMENT FROM THE AUDITED FINANCIALS IS AVAILABLE TO INCLUDE IN THIS RETURN. PART III, LINE 4: IN JUNE 2002, THE INSTITUTE RECEIVED THE GIFT OF THE EXTRAORDINARY PRIVATE LIBRARY OF WILLIAM J. CASEY, THE LATE DIRECTOR OF CENTRAL INTELLIGENCE. THE LIBRARY CURRENTLY CONTAINS MORE THAN 30,000 VOLUMES, INCLUDING THOUSANDS OF RARE AND OUT OF PRINT NATIONAL SECURITY BOOKS. PART V, LINE 4: THE INSTITUTE'S ENDOWMENT IS USED TO FUND EDUCATIONAL PROGRAMS RUN BY THE INSTITUTE, AS WELL AS TO COVER THE DAY-TO-DAY EXPENSES OF OPERATION. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE INSTITUTE PUBLISHES ITS NON-DISCRIMINATORY POLICY ON ITS WEBSITE AND IN ITS STUDENT CATALOG & STUDENT HANDBOOK (THE TWO ITEMS ARE COMBINED IN ONE PRINTED DOCUMENT). THE CATALOG/HANDBOOK APPEARS ON THE IWP WEBSITE IN PDF FORM AND THE FULL STATEMENT APPEARS ON THE ADMISSION PAGE OF THE WEBSITE AT HTTPS://WWW.IWP.EDU/STUDENTS/NON-DISCRIMINATION-POLICY/ SCHEDULE E, PART I, LINE 6 THE INSTITUTE PARTICIPATES IN A FEDERAL STUDENT LOAN PROGRAM WITH THE DEPARTMENT OF EDUCATION. IN FISCAL YEAR 2024, THE INSTITUTE RECEIVED $1,156,811 IN STUDENT FINANCIAL ASSISTANCE. THIS AMOUNT IS USED TO FUND STUDENT TUITION AND REPRESENTS A FLOW-THROUGH THAT DOES NOT IMPACT THE INSTITUTE'S INCOME STATEMENT. GALA 286640 266840 19800 53321 168059 12900 20896 HONORING DR LENCZOWSKI 222974 183123 39851 84011 30666 509614 449963 59651 53321 252070 12900 51562 369853 -310202 1 SCHOLARSHIPS 87 851600 PART I, LINE 2: THE INSTITUTE OFFERS SCHOLARSHIPS TO STUDENTS MATRICULATING AT THE INSTITUTE. THESE SCHOLARSHIPS ARE OFFERED AS DIRECT REDUCTIONS TO TUITION COSTS AND NO FUNDS ARE REMITTED TO THE STUDENTS. SINCE THE STUDENT MAY NOT EXERCISE ANY PERSONAL DISCRETION AS TO HOW THESE FUNDS ARE APPLIED, THE INSTITUTE IS NOT REQUIRED TO MONITOR THE USE OF THE FUNDS. RESEARCH FELLOWS ARE CHOSEN BASED ON THE QUALIFICATIONS IN THE AREA OF RESEARCH DETERMINED BY THE DIRECTOR OF THE CENTER FOR CULTURE AND SECURITY. GRANTS ARE AWARDED BASED ON GRANT BUDGETS AND FUNDING AVAILABILITY. ONCE GRANTS ARE AWARDED, FUNDS ARE SPENT AT THE FELLOW'S DISCRETION. PERIODIC UPDATES ARE REQUIRED AS DETERMINED BY THE GRANT AGREEMENT THAT STIPULATE OUTCOMES AND DELIVERABLES. ACADEMIC FELLOWS AND STUDENTS REQUESTING SCHOLARSHIPS APPLY TO IWP, AND ARE AWARDED FELLOWSHIPS BY THE FINANCIAL AID COMMITTEE. X X 0 0 0 0 0 0 0 0 0 DR JOHN LENCZOWSKI CHANCELLOR AND PRESIDENT EMERITUS 225000 0 11250 0 0 0 11813 0 2781 0 250844 0 0 0 JAMES ROBBINS ACADEMIC DEAN 228650 0 0 0 0 0 11433 0 1584 0 241667 0 0 0 ALDONA WOS PRESIDENT 225000 0 0 0 0 0 11250 0 3048 0 239298 0 0 0 MAREK CHODAKIEWICZ PROFESSOR 212098 0 0 0 0 0 1200 0 1584 0 214882 0 0 0 CHRISTOPHER GLASS EXECUTIVE VP 195000 0 0 0 0 0 9750 0 1584 0 206334 0 0 0 CHRISTINE BALLING DIRECTOR OF PROFESSIONAL AFFILIATION 176750 0 0 0 0 0 8853 0 1032 0 186635 0 0 0 MATTHEW DANIELS PROFESSOR 175000 0 0 0 0 0 8750 0 1584 0 185334 0 0 0 ARIANE SWEENEY DIRECTOR OF ADVANCEMENT 175000 0 0 0 0 0 8750 0 1032 0 184782 0 0 0 S J TSAGRONIS PROFESSOR 172250 0 0 0 0 0 8643 0 1584 0 182477 0 0 0 JOHN BERGHOLZ VP OF INSTITUTIONAL ADVANCEMENT 165000 0 0 0 0 0 8250 0 3048 0 176298 0 0 0 CHRISTOPHER HARMON PROFESSOR 159250 0 0 0 0 0 10541 0 3048 0 172839 0 0 0 DAVID THOMAS PROFESSOR 165750 0 0 0 0 0 0 0 0 0 165750 0 0 0 A DC REVENUE BONDS SERIES 2016 (2022 REISSUANCE) 536001131 000000000 2022-03-30 7200000 TO REFINANCE BOND SERIES 2016 TO FUND THE ACQUISITION OF THE CAMPUS 0 0 0 A 352000 7200000 128023 7071977 2022 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 0 1 1 PINNACLE BANK 15.000000000000 0 0 0 0 1 A 1 FORM 990, PART VI, SECTION A, LINE 2 BURK MURCHISON AND ELISE MURCHISON HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM IN CONJUNCTION WITH THE ORGANIZATION'S FINANCIAL DEPARTMENT. THE FORM 990 IS CIRCULATED TO THE FULL BOARD OF TRUSTEES PRIOR TO FILING FOR COMMENT AND APPROVAL. ONCE APPROVED, THE FORM 990 IS ELECTRONICALLY FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE INSTITUTE OF WORLD POLITICS HAS A CONFLICT OF INTEREST POLICY IN PLACE. EVERY EMPLOYEE OF THE INSTITUTE IS REQUIRED TO COMPLY WITH THE REQUIREMENTS OF THE CONFLICT OF INTEREST POLICY. ON AN ANNUAL BASIS, ALL EMPLOYEES (INCLUDING OFFICERS, DIRECTORS AND KEY EMPLOYEES) ARE REQUIRED TO DISCLOSE ANY BUSINESS TRANSACTIONS WITH EITHER THE INSTITUTE OR WITH ANOTHER INSTITUTE EMPLOYEE. THIS POLICY OF DISCLOSURE ALSO EXTENDS TO FAMILY MEMBERS OF INSTITUTE EMPLOYEES. THE INSTITUTE EXERCISES DUE DILIGENCE WITH RESPECT TO ALL CONFLICT OF INTEREST DISCLOSURES. TO THE EXTENT ANY CONFLICT IS DISCOVERED, THE MATTER IS ADDRESSED IMMEDIATELY BY THE APPROPRIATE INSTITUTE DEPARTMENT. NO CONFLICTS WERE DISCLOSED IN THE YEAR ENDING JULY 31, 2024. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF TRUSTEES DETERMINES THE PRESIDENT'S COMPENSATION, USUALLY IN EXECUTIVE SESSION AT ONE OF THE REGULAR SPRING OR FALL BOARD MEETINGS. AT THESE MEETINGS, THE TRUSTEES REVIEW AND DISCUSS THE PRESIDENT'S PERFORMANCE AND ANNUAL COMPENSATION. A FORMAL PROCESS WAS PUT IN PLACE ESTABLISHING AN EMPLOYMENT AGREEMENT. THE SALARY SHALL BE REVIEWED EVERY TWO YEARS AND ADJUSTED AS DETERMINED BY THE COMPENSATION COMMITTEE AND APPROVED BY THE BOARD OF TRUSTEES. THIS PROCESS HAS NOT BEEN AN ANNUAL PROCESS, BUT THE INSTITUTE IS LOOKING TO IMPLEMENT A FORMAL PROCESS THAT IS CONSISTENT AND DOCUMENTED IN THE APPROPRIATE BOARD MINUTES. THE EMPLOYMENT AGREEMENT SHALL EXPIRE ON JULY 31, 2025. WITHIN THE CONTEXT OF APPROVED BUDGET, THE PRESIDENT REVIEWS AND APPROVES THE COMPENSATION OF THE VICE PRESIDENT OF FINANCE AND ADMINISTRATION, THE VICE PRESIDENT OF INSTITUTIONAL ADVANCEMENT, AND THE DEAN OF ACADEMIC AFFAIRS. FORM 990, PART VI, SECTION C, LINE 19 THE INSTITUTE MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC BY RETAINING A COPY AT ITS PLACE OF BUSINESS. THE FORM 990 IS PUBLISHED ON THE INTERNET AT WWW.GUIDESTAR.ORG. THE ORGANIZATION'S FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT ORDINARILY MADE AVAILABLE TO THE PUBLIC, BUT IF REQUESTED WILL BE PROVIDED AT MANAGEMENT'S DISCRETION. FORM 990, PART XI, LINE 9: CHANGE IN INTEREST RATE SWAP VALUE 44,811.