2026-06-10T11:52:33-05:00 2025-12-31 874193037 KENNETH M WASSERMAN CPA & COMPANY PC 3616 LIBERTY AVENUE PITTSBURGH PA 152011326 990 2025-01-01 251704173 ALLEGHENY INSTITUTE FOR PUBLIC POLICY ALLE 4124400079 305 MOUNT LEBANON BOULEVARD 208 PITTSBURGH PA 15234 FRANK GAMRAT EXECUTIVE DIRECTOR 4124400079 2026-05-27 1 MICHAEL A DROP CPA P02144721 4126217737 2025 2025-03-06 01:10:19Z FRANK GAMRAT 305 MOUNT LEBANON BLVD SUITE 208 PITTSBURGH PA 15234 673810 0 X WWW.ALLEGHENYINSTITUTE.ORG X 1993 PA THE ALLEGHENY INSTITUTE IS A NON-PROFIT RESEARCH AND EDUCATION ORGANIZATION. OUR MISSION IS TO DEFEND THE INTERESTS OF TAXPAYERS, CITIZENS, AND BUSINESSES AGAINST AN INCREASINGLY BURDENSOME AND INTRUSIVE GOVERNMENT. TO THAT END, WE WILL FORMULATE AND ADVOCATE PUBLIC POLICIES THAT ROLL BACK THE SIZE AND SCOPE OF LOCAL GOVERNMENT, AS WELL AS CREATE A MORE ACCOUNTABLE GOVERNMENT. OUR EFFORTS WILL BE GUIDED BY THE PRINCIPLES OF FREE ENTERPRISE, PROPERTY RIGHTS, CIVIL SOCIETY, AND INDIVIDUAL FREEDOM THAT ARE THE BEDROCK UPON WHICH THIS NATION WAS FOUNDED. 11 9 6 0 0 0 488000 538575 0 0 66376 70595 0 0 554376 609170 0 0 0 0 580819 635793 0 0 33794 69406 67859 650225 703652 -95849 -94482 2409147 2551773 44827 25376 2364320 2526397 X THE ALLEGHENY INSTITUTE IS A NON-PROFIT RESEARCH AND EDUCATION ORGANIZATION. OUR MISSION IS TO DEFEND THE INTERESTS OF TAXPAYERS, CITIZENS, AND BUSINESSES AGAINST AN INCREASINGLY BURDENSOME AND INTRUSIVE GOVERNMENT. TO THAT END, WE WILL FORMULATE AND ADVOCATE PUBLIC POLICIES THAT ROLL BACK THE SIZE AND SCOPE OF LOCAL GOVERNMENT, AS WELL AS CREATE A MORE ACCOUNTABLE GOVERNMENT. OUR EFFORTS WILL BE GUIDED BY THE PRINCIPLES OF FREE ENTERPRISE, PROPERTY RIGHTS, CIVIL SOCIETY, AND INDIVIDUAL FREEDOM THAT ARE THE BEDROCK UPON WHICH THIS NATION WAS FOUNDED. 0 0 543854 DEVELOP AND PROMOTE SOLUTIONS TO ECONOMIC AND SOCIETAL CHALLENGES THROUGHOUT WESTERN PENNSYLVANIA THROUGH REPORTS, EDUCATIONAL LUNCHEONS, AND RESEARCH PROJECTS. 543854 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 6 1 0 0 0 0 0 0 0 0 0 0 X 11 9 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 1 0 PA X FRANK GAMRAT 4124400079 305 MOUNT LEBANON BLVD SUITE 208 PITTSBURGH PA 15234 JAKE HAULK PRESIDENT EMERITUS 20.00 X X 64215 0 0 PETER STEPHAICH CHAIRMAN 1.00 X X 0 0 0 DAVID K MCMULLIN BOARD 1.00 X 0 0 0 LOWMAN HENRY BOARD 1.00 X 0 0 0 PATRICK R WALLACE VICE CHAIRMAN 1.00 X X 0 0 0 DR ANN DUGAN BOARD 1.00 X 0 0 0 DAVID E BARENSFELD BOARD 1.00 X 0 0 0 SCOTT TURER SECRETARY/TREASURER 1.00 X X 0 0 0 KIM E LYTTLE BOARD 1.00 X 0 0 0 FRANK GAMRAT EXECUTIVE DIRECTOR 40.00 X X 151916 0 31100 ERIC MONTARTI RESEARCH DIRECTOR 40.00 X 136560 0 29554 COLIN MCNICKLE COMMUNICATIONS AND MARKETING DIRECTOR 40.00 X 129325 0 5414 482016 0 66068 3 0 1 0 0 538575 538575 35246 35246 99989 64640 35349 35349 35349 609170 0 0 70595 548084 438454 82199 27431 46547 37252 6995 2300 41162 32930 6174 2058 8925 8925 11222 11222 7280 5824 1092 364 7394 5915 1109 370 3453 2762 518 173 18217 14574 2732 911 1517 1214 228 75 2445 2445 4473 4473 MEALS AND ENTERTAINMENT 1138 910 171 57 POSTAGE AND SHIPPING 1104 883 166 55 PRINTING AND PUBLICITY 691 691 703652 543854 126004 33794 9149 7979 95792 85806 5000 1367 1259 18017 18017 0 0 2258594 2426732 44245 24997 2409147 2551773 379 44827 24997 44827 25376 X 2364320 2526397 2364320 2526397 2409147 2551773 -94482 256559 0 X 0 1 X 1 0 X 566055 516406 529348 488000 538575 2638384 566055 516406 529348 488000 538575 2638384 2638384 32528 34766 35586 37977 35246 176103 2814487 0.93740 0.93730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2258594 200000 327138 359000 2426732 1822299 200000 386295 150000 2258594 1634036 308263 120000 1822299 1926422 -252386 40000 1634036 1505586 420836 1926422 1.00000 0 0 18017 18017 0 0 OPERATING LEASE LIABILITY 24997 24997 865729 256559 256559 609170 0 609170 703652 0 703652 0 703652 PART V, LINE 4: THE BOARD OF TRUSTEES OF ALLEGHENY INSTITUTE FOR PUBLIC POLICY DESIGNATED THEIR INVESTMENT FUNDS TO FUNCTION AS AN ENDOWMENT. THE INSTITUTE CAN USE INCOME FROM THE ENDOWMENT FOR OPERATING EXPENDITURES, BUT WITHDRAWAL AND USE OF THE PRINCIPAL AMOUNT MAY ONLY BE DONE WITH APPROVAL BY THE BOARD OF TRUSTEES. THE OBJECTIVES ARE GROWTH AND INCOME ON A TOTAL RETURN BASIS AS TO SUPPORT THE INSTITUTE'S ACTIVITIES, TO GROW THE VALUE OF THE ASSETS IN ORDER TO SUPPORT A BROADER RANGE OF ACTIVITIES IN THE FUTURE, AND TO MAXIMIZE RETURN WITHIN REASONABLE AND PRUDENT LEVELS OF RISK AND COSTS. THE INSTITUTE TARGETS A DIVERSIFIED ASSET ALLOCATION THAT PLACES A GREATER EMPHASIS ON EQUITY-BASED INVESTMENTS TO ACHIEVE ITS LONG-TERM RETURN OBJECTIVES WITHIN PRUDENT RISK CONSTRAINTS. 0 0 0 0 0 0 0 0 0 FRANK GAMRAT EXECUTIVE DIRECTOR 151916 0 0 0 0 0 6077 0 25023 0 183016 0 0 0 ERIC MONTARTI RESEARCH DIRECTOR 136560 0 0 0 0 0 4780 0 24774 0 166114 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR, PRESIDENT EMERITUS, AND CHAIRMAN OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS COMPILED LETTERS FROM ITS BOARD OF DIRECTORS REGARDING CONFLICTS OF INTEREST. THE POLICY IS ENFORCED BY HAVING NEW MEMBERS SUBMIT LETTERS REGARDING POTENTIAL CONFLICTS OF INTEREST. ANY BOARD MEMBER WITH A SERIOUS CONFLICT OF INTEREST WOULD BE ASKED TO RESIGN FROM THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 A COMPENSATION COMMITTEE ESTABLISHED BY THE BOARD REVIEWS AND APPROVES THE COMPENSATION OF KEY EMPLOYEES AND THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION. THESE DOCUMENTS ARE ON FILE AT THE ALLEGHENY INSTITUTE OFFICES. A MEMBER OF THE PUBLIC NEEDS TO MAKE AN APPOINTMENT TO VISIT THE ORGANIZATION FOR INSPECTION.