American Enterprise Institute For Public Policy Research
- Assets
- $309.7m
- Revenue
- $48.0m
- Investments
- $208.1m
- Employees
- 316
- Location
- Washington, DC
- Founding
- 07/1944
- Data as of
- 06/2020
- EIN
- 53-0218495
Organization Overview
American Enterprise Institute For Public Policy Research is located in Washington, DC. The organization was established in 1944. According to its NTEE Classification (V05) the organization is classified as: Research Institutes & Public Policy Analysis, under the broad grouping of Social Science and related organizations. As of 06/2020, American Enterprise Institute For Public Policy Research employed 316 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations.
For the year ending 06/2020, American Enterprise Institute For Public Policy Research generated $48.0m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 5 years, the organization has seen revenues fall by an average of (4.4%) each year. All expenses for the organization totaled $51.7m during the year ending 06/2020. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2020
Describe the Organization's Mission:
Part 3 - Line 1
THE AMERICAN ENTERPRISE INSTITUTE IS A COMMUNITY OF SCHOLARS AND SUPPORTERS COMMITTED TO EXPANDING LIBERTY, INCREASING INDIVIDUAL OPPORTUNITY, AND STRENGTHENING FREE ENTERPRISE. AEI PURSUES THESE IDEALS THROUGH INDEPENDENT THINKING AND THE HIGHEST STANDARDS OF RESEARCH AND EXPOSITION.
Describe the Organization's Program Activity:
Part 3 - Line 4a
DOMESTIC POLICY STUDIESAEI'S DOMESTIC POLICY STUDIES SCHOLARS EXPLORE A BROAD RANGE OF TOPICSINCLUDING K-12 AND HIGHER EDUCATION REFORM, CITIZENSHIP, ETHICS,JUDICIARY ISSUES, EXECUTIVE AND LEGISLATIVE POLITICS, POLLS ANDELECTIONS, FEDERALISM, POVERTY, CIVIL RIGHTS, CRIME, AND OTHER PUBLICPOLICY ISSUES. AEI'S SCHOLARS ARE THOUGHT LEADERS IN THEIRFIELDS AND CONVENE CONFERENCES, IN-PERSON AND ONLINE EVENTS, AND PUBLICAND PRIVATE SEMINARS. IN ADDITION TO ITS MANY EVENTS AND SEMINARS, AEIPROMOTES ITS RESEARCH AND IDEAS THROUGH PRINT AND DIGITAL PUBLICATIONS,BLOG POSTS AND SOCIAL MEDIA, CONFERENCES, AND WORKING GROUPS.
FOREIGN AND DEFENSE POLICY STUDIESAEI'S FOREIGN AND DEFENSE POLICY STUDIES SCHOLARS SEEK TO UNDERSTANDHOW AMERICAN INTERESTS AND POLITICAL AND ECONOMIC FREEDOM CAN BEPROTECTED AND ADVANCED AROUND THE WORLD. THE PROGRAM'S RESEARCH AREASINCLUDE U.S. NATIONAL SECURITY AND DEFENSE, TERRORISM, INTERNATIONALSOVEREIGNTY, AND U.S. POLICY IN THE MIDDLE EAST, ASIA, RUSSIA, ANDNUMEROUS OTHER AREAS. AEI'S SCHOLARS FOCUS ON CURRENT POLICYISSUES AS WELL AS THOSE FURTHER OVER THE HORIZON. IN THE PROCESS, THEYEDUCATE POLICYMAKERS, BUSINESS LEADERS, ACADEMICS, JOURNALISTS,STUDENTS, AND ALL INTERESTED CITIZENS ON OUR NATION'S MOST CRITICALPOLICY ISSUES.
ECONOMIC POLICY STUDIESAEI'S ECONOMIC POLICY STUDIES TEAM EXAMINES A RANGE OF SPECIFICECONOMIC ISSUES INCLUDING FISCAL POLICY AND TAXES, MONETARY POLICY,ENERGY AND THE ENVIRONMENT, INTERNATIONAL ECONOMY, FINANCIAL SERVICES,REGULATION, RETIREMENT AND SOCIAL SECURITY, AND HEALTH POLICY. THEIRRESEARCH EDUCATES THE PUBLIC ABOUT THE FUNCTIONING OF FREE ECONOMIES,HOW TO PRESERVE THEM, HOW TO SOLVE THE PROBLEMS THAT ARISE IN THEM, ANDHOW TO CAPITALIZE ON THEIR STRENGTHS. AEI'S RESEARCH IS HIGHLYINFLUENTIAL AND WIDELY DISSEMINATED THROUGH CONGRESSIONAL TESTIMONIES,TELEVISION AND RADIO INTERVIEWS, JOURNAL ARTICLES, AND NUMEROUSARTICLES, WHITE PAPERS, AND OP-EDS IN THE POPULAR PRESS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Arthur C Brooks Former President | 40 | $2,645,480 | |
David Gerson Former Executive Vice President | 40 | $902,557 | |
Robert Doar President | OfficerTrustee | 40 | $465,650 |
Jason W Bertsch Senior VP And Secretary | Officer | 40 | $400,960 |
Danielle Pletka Senior Vice President | Officer | 40 | $344,360 |
Michael R Strain Director, Economic Policy Studies | Officer | 40 | $254,603 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
National Food Enterprises Inc Catering | 6/29/20 | $457,244 |
The Westin Denver Downtown Conference Expenses | 6/29/20 | $316,506 |
Nclud Website Development And Support | 6/29/20 | $346,800 |
Sea Island Aquisition Llc Conference Expenses | 6/29/20 | $2,052,013 |
Hall Capital Partners Llc Investment Advisory And Fund Management | 6/29/20 | $243,063 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $42,381,205 |
| Noncash contributions included in lines 1a–1f | $942,458 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $42,381,205 |
| Total Program Service Revenue | $779,009 |
| Investment income | $1,669,990 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $3,205,580 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $48,035,784 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $602,000 |
| Grants and other assistance to Foreign Orgs/Individuals | $18,000 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $3,292,869 |
| Compensation of current officers, directors, key employees. | $1,254,270 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $22,590,707 |
| Pension plan accruals and contributions | $1,732,652 |
| Other employee benefits | $1,842,090 |
| Payroll taxes | $1,877,800 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $258,772 |
| Fees for services: Accounting | $443,501 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $60,000 |
| Fees for services: Investment Management | $275,438 |
| Fees for services: Other | $1,867,748 |
| Advertising and promotion | $0 |
| Office expenses | $1,068,340 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $4,210,603 |
| Travel | $786,346 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $4,144,014 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $700,215 |
| Insurance | $207,850 |
| All other expenses | $954,335 |
| Total functional expenses | $51,698,842 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $10,443,202 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $7,046,846 |
| Accounts receivable, net | $211,878 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $9,415,079 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $1,367,125 |
| Net Land, buildings, and equipment | $2,438,455 |
| Investments—publicly traded securities | $70,101,846 |
| Investments—other securities | $208,134,010 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $517,328 |
| Total assets | $309,675,769 |
| Accounts payable and accrued expenses | $4,613,848 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $2,018,772 |
| Total liabilities | $6,632,620 |
| Net assets without donor restrictions | $247,377,888 |
| Net assets with donor restrictions | $55,665,261 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $309,675,769 |
Grants Awarded
Over the last fiscal year, American Enterprise Institute For Public Policy Research has awarded $50,000 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
Indianapolis, IN PURPOSE: INNOVATION GRANT | $25,000 |
Denver, CO PURPOSE: INNOVATION GRANT | $25,000 |
Grants Recieved
Over the last fiscal year, we have identified 17 grants that American Enterprise Institute For Public Policy Research has recieved totaling $1,186,374.
| Awarding Organization | Amount |
|---|---|
Bank Of America Charitable Foundation Inc Charlotte, NC PURPOSE: GENERAL SUPPORT | $150,000 |
Bank Of America Charitable Foundation Inc Charlotte, NC PURPOSE: GENERAL SUPPORT | $150,000 |
Daniels Fund Denver, CO PURPOSE: FREE ENTERPRISE ON COLLEGE CAMPUSES | $150,000 |
Bank Of America Charitable Foundation Inc Charlotte, NC PURPOSE: GENERAL SUPPORT | $100,000 |
Ambrose Monell Foundation New York, NY PURPOSE: GENERAL PURPOSES | $100,000 |
Bank Of America Charitable Foundation Inc Charlotte, NC PURPOSE: GENERAL SUPPORT | $100,000 |
Endowment Analysis
| Beg. Balance | $109,114,336 |
| Earnings | -$3,358,750 |
| Net Contributions | $648,826 |
| Other Expense | $7,473,705 |
| Ending Balance | $98,930,707 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
American Enterprise Institute For Public Policy Research Washington, DC | $309,675,769 | $48,035,784 |
Pew Research Center Washington, DC | $98,745,705 | $46,348,690 |
American Conservative Union Foundation Alexandria, VA | $3,106,404 | $6,098,234 |
Center For European Policy Analysis Washington, DC | $1,547,008 | $3,669,540 |
American Action Forum Inc Washington, DC | $1,288,075 | $3,816,783 |
Knowledge Ecology International Inc Washington, DC | $1,020,956 | $627,933 |
Secular Coalition For America Education Fund Washington, DC | $139,803 | $542,040 |
Blacology Research And Development Institute Fort Washington, MD | $28,000 | $0 |
Centre For Spatial Law And Policy Richmond, VA | $51,401 | $0 |
Womens Institute For Science Equity And Race Mechanicsville, VA | $4,577 | $0 |
Educational Policy Institute Foundation Virginia Beach, VA | $124,135 | $0 |