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Nonprofit · EIN 53-0218495

AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH

Tax-exempt · WASHINGTON, DC 20036

Financials

$53.8M$66.8M2022$68M$71M2023$75.4M$73.5M2024
Revenue Expenses · by fiscal year end
Financials of AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$75,372,309$73,523,238$1,849,071$386,580,770$21,321,174$365,259,596
June 30, 2024990$67,952,475$71,020,416-$3,067,941$353,111,569$5,091,249$348,020,320
June 30, 2023990$53,808,205$66,819,074-$13,010,869$348,427,115$7,438,610$340,988,505
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$61,092,201
Program service revenue
$2,088,391
Investment income
$12,066,605
Net gain from sales of assets
$9,947,197
Other revenue
$125,112

Expenses

Grants and similar amounts paid
$757,190
Compensation of officers, directors and key employees
$4,867,566
Other salaries and wages
$30,319,296
Salaries, compensation and benefits (total)
$43,722,515
Professional fundraising fees
$0
Legal fees
$140,357
Accounting fees
$106,526
Occupancy
$2,469,292
Travel
$722,395
Depreciation
$4,196,821
Program services (functional)
$57,703,523
Management and general (functional)
$8,535,366
Fundraising (functional)
$7,284,349

Balance sheet and other

Total assets, start of year
$353,111,569
Total assets, end of year
$386,580,770
Total liabilities, end of year
$21,321,174
Net assets, end of year
$365,259,596
Land, buildings and equipment
$108,381,849
Publicly traded securities
$113,864,120
Net assets without donor restrictions
$312,659,970
Net assets with donor restrictions
$52,599,626
Gross receipts
$111,955,405
Employees
372
Volunteers
31
Year formed
1943
State of legal domicile
DC

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
ROBERT DOARPRESIDENT
Trustee or director, Officer
40$1,213,768$101,604
JASON W BERTSCHEXECUTIVE VICE PRESIDENT
Officer
40$503,636$41,400
MICHAEL R STRAINDIRECTOR, ECONOMIC POLICY
Key employee
40$411,260$41,400
YUVAL LEVINDIRECTOR, SCCS
Key employee
40$392,483$41,400
KORI SCHAKEDIRECTOR, FDP
Key employee
40$369,027$41,400
NICHOLAS EBERSTADTSENIOR FELLOW
Highest-paid employee
40$312,336$37,971
MATTHEW CONTINETTIDIRECTOR, DOMESTIC POLICY
Key employee
40$308,863$37,860
JOHN CUSEY - SENIOR VICEPRESIDENT, EXTERNAL RELATI
Key employee
40$288,960$35,700
KAZUKI KO - VICE PRESIDENTCHIEF FINANCIAL OFFICER
Officer
40$284,217$34,832
ADAM WHITESENIOR FELLOW
Highest-paid employee
40$282,660$34,380
DANIELLE PLETKADISTINGUISHED SENIOR FELLO
Highest-paid employee
40$273,293$32,795
FREDERICK HESS - SENIORFELLOW & DIRECTOR, EDUCATI
Highest-paid employee
40$261,156$31,747
KATHERYNE E WALKER - CHIEF HROFFICER & VP OF OPERATIONS
Key employee
40$260,742$31,757
JAMES PETHOKOUKISSENIOR FELLOW
Highest-paid employee
40$258,887$32,220
BEHDAD EGHBALIBD OF TRUSTEES
Trustee or director
1$0$0
30 more people on this return
NameTitleHours / weekCompensation
BILL HASLAMBD OF TRUSTEES - AS OF 5/25
Trustee or director
1$0
BOB MURLEYBD OF TRUSTEES
Trustee or director
1$0
CHRISTOPHER B GALVINBD OF TRUSTEES
Trustee or director
1$0
CLIFFORD S ASNESSBD OF TRUSTEES
Trustee or director
1$0
DANIEL A D'ANIELLOCHAIRMAN
Trustee or director, Officer
2$0
DEEPA JAVERIBD OF TRUSTEES
Trustee or director
1$0
DREW MCKNIGHTBD OF TRUSTEES - AS OF 3/25
Trustee or director
1$0
EDWARD B RUST JRBD OF TRUSTEES
Trustee or director
1$0
FRANK J HANNABD OF TRUSTEES
Trustee or director
1$0
GEOFFREY S REHNERTBD OF TRUSTEES
Trustee or director
1$0
HARLAN CROWBD OF TRUSTEES
Trustee or director
1$0
HARVEY GOLUBBD OF TRUSTEES
Trustee or director
1$0
JOANNA F JONSSONBD OF TRUSTEES
Trustee or director
1$0
JOHN A LUKE JRBD OF TRUSTEES
Trustee or director
1$0
JOHN K HURLEYBD OF TRUSTEES - UNTIL 02/25
Trustee or director
1$0
KEVIN B ROLLINSBD OF TRUSTEES - UNTIL 11/24
Trustee or director
1$0
KIMBERLY O DENNISBD OF TRUSTEES
Trustee or director
1$0
MARC S LIPSCHULTZBD OF TRUSTEES
Trustee or director
1$0
MARTIN C ELTRICH IIIBD OF TRUSTEES
Trustee or director
1$0
MATTHEW K ROSEBD OF TRUSTEES
Trustee or director
1$0
PAT NEALBD OF TRUSTEES
Trustee or director
1$0
PETER H COORSBD OF TRUSTEES
Trustee or director
1$0
RAVENEL B CURRY IIIBD OF TRUSTEES
Trustee or director
1$0
RICHARD DEVOSBD OF TRUSTEES
Trustee or director
1$0
ROBERT GREENHILLBD OF TRUSTEES - UNTIL 11/24
Trustee or director
1$0
ROSS PEROT JRBD OF TRUSTEES
Trustee or director
1$0
TULLY M FRIEDMANBD OF TRUSTEES
Trustee or director
1$0
WILL WEATHERFORDBD OF TRUSTEES
Trustee or director
1$0
WILLIAM H WALTONBD OF TRUSTEES
Trustee or director
1$0
WILSON H TAYLORBD OF TRUSTEES
Trustee or director
1$0
990 for the year ended June 30, 2024: 45 people
NameTitleHours / weekCompensationOther / benefits
ROBERT DOARPRESIDENT
Trustee or director, Officer
40$1,052,158$71,807
JASON W BERTSCHEXECUTIVE VICE PRESIDENT
Officer
40$460,768$66,657
YUVAL LEVINDIRECTOR, SCCS
Key employee
40$375,116$66,257
KORI SCHAKEDIRECTOR, FDP
Key employee
40$358,140$49,529
MICHAEL R STRAINDIRECTOR, ECONOMIC POLICY
Key employee
40$328,909$75,807
SUZANNE B GERSHOWITZ - SENIOR VICEPRESIDENT & CHIEF OPERATING OFFICER
Key employee
40$326,379$70,196
NICHOLAS EBERSTADTSENIOR FELLOW
Highest-paid employee
40$319,408$62,661
ADAM WHITESENIOR FELLOW
Highest-paid employee
40$270,508$59,926
JOHN CUSEY - SENIOR VICEPRESIDENT, EXTERNAL RELATIONS
Key employee
40$265,835$63,991
JAMES PETHOKOUKISSENIOR FELLOW
Highest-paid employee
40$250,508$57,502
DANIELLE PLETKADISTINGUISHED SENIOR FELLOW
Highest-paid employee
40$270,610$33,266
MATTHEW CONTINETTIDIRECTOR, DOMESTIC POLICY
Key employee
40$239,205$56,058
FREDERICK HESS - SENIORFELLOW & DIRECTOR, EDUCATION
Highest-paid employee
40$247,154$45,362
KAZUKI KO - VICE PRESIDENTCHIEF FINANCIAL OFFICER
Officer
40$223,725$39,646
RYAN STREETER - DIRECTORDOMESTIC POLICY - TO 8/23
Key employee
40$187,672$41,220
BEHDAD EGHBALIBD OF TRUSTEES
Trustee or director
1$0$0
BOB MURLEYBD OF TRUSTEES - AS OF 3/2024
Trustee or director
1$0$0
CHRISTOPHER B GALVINBD OF TRUSTEES
Trustee or director
1$0$0
CLIFFORD S ASNESSBD OF TRUSTEES
Trustee or director
1$0$0
DANIEL A D'ANIELLOCHAIRMAN
Trustee or director, Officer
2$0$0
DEEPA JAVERIBD OF TRUSTEES
Trustee or director
1$0$0
EDWARD B RUST JRBD OF TRUSTEES
Trustee or director
1$0$0
FRANK J HANNABD OF TRUSTEES
Trustee or director
1$0$0
GEOFFREY S REHNERTBD OF TRUSTEES
Trustee or director
1$0$0
HARLAN CROWBD OF TRUSTEES
Trustee or director
1$0$0
HARVEY GOLUBBD OF TRUSTEES
Trustee or director
1$0$0
JOANNA F JONSSONBD OF TRUSTEES
Trustee or director
1$0$0
JOHN A LUKE JRBD OF TRUSTEES
Trustee or director
1$0$0
JOHN K HURLEYBD OF TRUSTEES
Trustee or director
1$0$0
KEVIN B ROLLINSBD OF TRUSTEES
Trustee or director
1$0$0
KIMBERLY O DENNISBD OF TRUSTEES
Trustee or director
1$0$0
MARC S LIPSCHULTZBD OF TRUSTEES
Trustee or director
1$0$0
MARTIN C ELTRICH IIIBD OF TRUSTEES
Trustee or director
1$0$0
MATTHEW K ROSEBD OF TRUSTEES
Trustee or director
1$0$0
PAT NEALBD OF TRUSTEES
Trustee or director
1$0$0
PETER H COORSBD OF TRUSTEES
Trustee or director
1$0$0
RAVENEL B CURRY IIIBD OF TRUSTEES
Trustee or director
1$0$0
RICHARD DEVOSBD OF TRUSTEES
Trustee or director
1$0$0
ROBERT GREENHILLBD OF TRUSTEES
Trustee or director
1$0$0
ROSS PEROT JRBD OF TRUSTEES
Trustee or director
1$0$0
THE HONORABLE RICHARD B CHENEYBD OF TRUSTEES - UNTIL 3/24
Trustee or director
1$0$0
TULLY M FRIEDMANBD OF TRUSTEES
Trustee or director
1$0$0
WILL WEATHERFORDBD OF TRUSTEES
Trustee or director
1$0$0
WILLIAM H WALTONBD OF TRUSTEES
Trustee or director
1$0$0
WILSON H TAYLORBD OF TRUSTEES
Trustee or director
1$0$0
990 for the year ended June 30, 2023: 43 people
NameTitleHours / weekCompensationOther / benefits
ROBERT DOARPRESIDENT
Trustee or director, Officer
40$942,680$119,740
JASON W BERTSCHEXECUTIVE VICE PRESIDENT
Officer
40$494,880$60,740
YUVAL LEVINDIRECTOR, SCCS
Key employee
40$393,849$60,540
KORI SCHAKEDIRECTOR, FDP
Key employee
40$356,498$45,496
MICHAEL R STRAINDIRECTOR, ECONOMIC POLICY
Key employee
40$310,260$68,840
NICHOLAS EBERSTADTHW CHAIR IN POLITICAL ECONOMY
Highest-paid employee
40$300,008$64,813
SUZANNE B GERSHOWITZVP, ADMINISTRATION & COUNSEL
Key employee
40$295,245$57,666
RYAN STREETERDIRECTOR, DOMESTIC POLICY
Key employee
40$277,880$57,248
ADAM WHITESENIOR FELLOW
Highest-paid employee
40$258,880$54,936
JAMES C CAPRETTASENIOR FELLOW
Highest-paid employee
40$243,450$58,299
JOHN CUSEYVP, COMMUNICATIONS AND GOV
Key employee
40$242,880$53,379
FREDERICK HESSDIRECTOR, ED POLICY STUDIES
Highest-paid employee
40$244,495$46,077
DANIELLE PLETKADISTINGUISHED SENIOR FELLOW
Highest-paid employee
40$254,093$31,126
KAZUKI KOCHIEF FINANCIAL OFFICER & TREASURER
Officer
40$205,390$35,760
DANIEL A D'ANIELLOBD OF TRUSTEES - CHAIRMAN
Trustee or director, Officer
2$0$0
CLIFFORD S ASNESSBD OF TRUSTEES
Trustee or director
1$0$0
THE HONORABLE RICHARD B CHENEYBD OF TRUSTEES
Trustee or director
1$0$0
PETER H COORSBD OF TRUSTEES
Trustee or director
1$0$0
HARLAN CROWBD OF TRUSTEES
Trustee or director
1$0$0
RAVENEL B CURRY IIIBD OF TRUSTEES
Trustee or director
1$0$0
KIMBERLY O DENNISBD OF TRUSTEES
Trustee or director
1$0$0
RICHARD DEVOSBD OF TRUSTEES
Trustee or director
1$0$0
MARTIN C ELTRICH IIIBD OF TRUSTEES
Trustee or director
1$0$0
TULLY M FRIEDMANBD OF TRUSTEES
Trustee or director
1$0$0
CHRISTOPHER B GALVINBD OF TRUSTEES
Trustee or director
1$0$0
HARVEY GOLUBBD OF TRUSTEES
Trustee or director
1$0$0
ROBERT GREENHILLBD OF TRUSTEES
Trustee or director
1$0$0
FRANK J HANNABD OF TRUSTEES
Trustee or director
1$0$0
JOHN K HURLEYBD OF TRUSTEES
Trustee or director
1$0$0
JOANNA F JONSSONBD OF TRUSTEES
Trustee or director
1$0$0
MARC S LIPSCHULTZBD OF TRUSTEES
Trustee or director
1$0$0
JOHN A LUKE JRBD OF TRUSTEES
Trustee or director
1$0$0
PAT NEALBD OF TRUSTEES
Trustee or director
1$0$0
ROSS PEROT JRBD OF TRUSTEES
Trustee or director
1$0$0
GEOFFREY S REHNERTBD OF TRUSTEES
Trustee or director
1$0$0
KEVIN B ROLLINSBD OF TRUSTEES
Trustee or director
1$0$0
MATTHEW K ROSEBD OF TRUSTEES
Trustee or director
1$0$0
EDWARD B RUST JRBD OF TRUSTEES
Trustee or director
1$0$0
WILSON H TAYLORBD OF TRUSTEES
Trustee or director
1$0$0
WILLIAM H WALTONBD OF TRUSTEES
Trustee or director
1$0$0
BEHDAD EGHBALIBD OF TRUSTEES
Trustee or director
1$0$0
DEEPA JAVERIBD OF TRUSTEES
Trustee or director
1$0$0
WILL WEATHERFORDBD OF TRUSTEES
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
1789 MASSACHUSETTS AVE NW, WASHINGTON, DC 20036-2103
Principal officer (990 for 2024)
ROBERT DOAR, 1789 MASSACHUSETTS AVENUE NW, WASHINGTON, DC 20036
Signed the 990
KAZUKI KO, SENIOR VICE PRESIDENT, CFO
Phone
(202) 862-5800
Return prepared by
CBIZ ADVISORS LLC

Mission

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.

990 for the year ended June 30, 2025

Program accomplishments

  • DOMESTIC POLICY STUDIES: AEI'S DOMESTIC POLICY STUDIES SCHOLARS EXPLORE A BROAD RANGE OF TOPICS INCLUDING K-12 AND HIGHER EDUCATION REFORM, CITIZENSHIP, ETHICS, JUDICIARY ISSUES, EXECUTIVE AND LEGISLATIVE POLITICS, POLLS AND ELECTIONS, FEDERALISM, POVERTY, CIVIL RIGHTS, CRIME, AND OTHER PUBLIC POLICY ISSUES. AEI'S SCHOLARS ARE THOUGHT LEADERS IN THEIR FIELDS AND CONVENE CONFERENCES, IN-PERSON AND ONLINE EVENTS, AND PUBLIC AND PRIVATE SEMINARS. IN ADDITION TO ITS MANY EVENTS AND SEMINARS, AEI PROMOTES ITS RESEARCH AND IDEAS THROUGH PRINT AND DIGITAL PUBLICATIONS, BLOG POSTS AND SOCIAL MEDIA, CONFERENCES, AND WORKING GROUPS.
    Expenses $14,008,784 · grants $757,190 · revenue $1,764,377
  • FOREIGN AND DEFENSE POLICY STUDIES: AEI'S FOREIGN AND DEFENSE POLICY STUDIES SCHOLARS SEEK TO UNDERSTAND HOW AMERICAN INTERESTS AND POLITICAL AND ECONOMIC FREEDOM CAN BE PROTECTED AND ADVANCED AROUND THE WORLD. THE PROGRAM'S RESEARCH AREAS INCLUDE U.S. NATIONAL SECURITY AND DEFENSE, TERRORISM, INTERNATIONAL SOVEREIGNTY, AND U.S. POLICY IN THE MIDDLE EAST, ASIA, RUSSIA, AND NUMEROUS OTHER AREAS. AEI'S SCHOLARS FOCUS ON CURRENT POLICY ISSUES AS WELL AS THOSE FURTHER OVER THE HORIZON. IN THE PROCESS, THEY EDUCATE POLICYMAKERS, BUSINESS LEADERS, ACADEMICS, JOURNALISTS, STUDENTS, AND ALL INTERESTED CITIZENS ON OUR NATION'S MOST CRITICAL POLICY ISSUES.
    Expenses $12,823,421 · revenue $38,665
  • SOCIAL, CULTURAL, AND CONSTITUTIONAL STUDIES: AEI'S SOCIAL CULTURAL AND CONSTITUTIONAL STUDIES SCHOLARS EXPLORE ISSUES RELATED TO THREE RESEARCH AREAS: 1.) LEGAL AND CONSTITUTIONAL TOPICS 2. POLITICS AND PUBLIC OPINION, AND 3. SOCIETY AND CULTURE. TOPICS STUDIED BY LEGAL AND CONSTITUTIONAL SCHOLARS INCLUDE CONGRESS, THE US PRESIDENCY, THE COURTS (INCLUDING THE SUPREME COURT OF THE UNITED STATES), THE ADMINISTRATIVE STATE, AND THE US CONSTITUTION. POLITICS AND PUBLIC OPINION SCHOLARS FOCUS ON POLLING, ELECTIONS, AND POLITICAL THEORY. SOCIETY AND CULTURE SCHOLARS STUDY AND COMMENT ON LIBERAL EDUCATION (SPECIFICALLY, THE HUMANITIES, HIGHER EDUCATION, AND CLASSICAL EDUCATION), CIVIL INSTITUTIONS, THE MEDIA, AMERICAN HISTORY, AND RELIGION.
    Expenses $11,286,374 · revenue $134,139
  • OTHER PROGRAM SERVICES
    Expenses $19,584,944 · revenue $125,112

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
53-0218495
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1944
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Social science (V050)
Assets (IRS master file)
$386,580,770
Income (IRS master file)
$111,955,405

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$75,372,309$73,523,238$386,580,770XML
990-TJune 2025–––IRS
990June 2024$67,952,475$71,020,416$353,111,569XML
990June 2023$53,808,205$66,819,074$348,427,115XML
990June 2022$69,385,964$60,624,542$346,443,499IRS
990June 2021–––IRS
990-TJune 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 53-0218495).

Questions about AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH

What is the EIN of AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH?
The employer identification number (EIN) of AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH is 53-0218495.
Is AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1944.
Are donations to AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH?
The 990 for the year ended June 30, 2025 names ROBERT DOAR.
Who are the officers and directors of AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH?
The 990 for the year ended June 30, 2025 lists 45 people; 14 received compensation from the organization, the highest $1,213,768 (ROBERT DOAR, PRESIDENT).
How much revenue does AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH have?
On its 990 for the year ended June 30, 2025 it reported revenue of $75,372,309, expenses of $73,523,238 and total assets of $386,580,770 at year end.

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