AMERICAN INSTITUTES FOR RESEARCH IN THE BEHAVIORAL SCIENCES

EIN: 250965219 501(c)(3) Social Science

ARLINGTON, VA

Total Revenue
$437,187,471
Total Expenses
$403,775,054
Total Assets
$1,058,621,770
Net Assets
$919,823,070
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1946
Legal Domicile
PA
Principal Officer
JESSICA HEPPEN
Phone
2024035000
Tax Period
2024-01-01 to 2024-12-31

AMERICAN INSTITUTES FOR RESEARCH IN THE BEHAVIORAL SCIENCES, founded in 1946, is a major nonprofit in the Social Science sector that reported $437.2M in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $403.8M left a modest 8% surplus.

Mission

AIR AUTHORIZES THE USE OF FIRST-CLASS TRAVEL FOR BUSINESS WHEN APPROVED IN ADVANCE AND ONE OF THE FOLLOWING APPLIES: - FLIGHT DURATION EXCEEDS 12 HOURS, INCLUSIVE OF THE TIME SPENT ON THE GROUND BETWEEN CONNECTING FLIGHTS - A MEDICAL PURPOSE IS SUPPORTED BY A PHYSICIAN'S NOTE - OR AS DETERMINED ON AN INDIVIDUAL BASIS BY THE LEADER OF THE APPLICABLE BUSINESS UNIT AND/OR THE CHIEF FINANCIAL OFFICER. NO PORTION OF FIRST-CLASS TRAVEL IS COUNTED AS COMPENSATION. FOUR OF THE LISTED PERSONS ON SCHEDULE J FLEW FIRST CLASS IN 2024 WHILE TRAVELING INTERNATIONALLY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $79,603,069
Program Service Revenue $292,842,797
Investment Income $65,956,279
Other Revenue $-1,214,674
TOTAL REVENUE $437,187,471

Expense Breakdown

Grants Paid $6,598,862
Salaries & Benefits $263,407,896
Fundraising Expenses $20,630,064
Program Expenses $328,415,141
Other Expenses $133,460,740
TOTAL EXPENSES $403,775,054

Year-over-Year Comparison

2024 2023 Change
Revenue $437,187,471 $355,310,121 +0.2%
Expenses $403,775,054 $369,579,128 +0.1%
Net Income $33,412,417 $-14,269,007 -3.3%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
15
Independent Members
13
Employees
1875
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
7
$5,397,172
Total Directors
15
$3,731,981
Key Employees
6
$2,677,383
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DAVID MYERS CEO (END 02/24)/ BD & CMTE MEMBER 2.00
Officer Director
$1,634,366 $13,293 $1,647,659
JESSICA HEPPEN PRESIDENT (ALL OF 2024) & CEO (AS OF 03/24) 40.00
Officer Director
$953,106 $40,508 $993,614
LAWRENCE BOBO BD & CMTE MEMBER, BD CHAIR 6.50
Officer Director
$125,000 $0 $125,000
NANCY CANTOR BRECHIN BD & CMTE MEMBER, CMTE CHAIR 5.00
Director
$92,000 $0 $92,000
KIMBERLY PATTILLO BROWNSON BD & CMTE MEMBER, BD CMTE CHAIR 5.00
Director
$92,000 $0 $92,000
ALICIA KARAM HARKNESS BD, CMTE MEMBER & BD CMTE CHAIR 5.00
Director
$92,000 $0 $92,000
KATHY MCKINLESS BD & CMTE MBR, BD CMTE CHAIR 5.00
Director
$92,000 $0 $92,000
SOL PELAVIN BD CMTE MBR BD & CMTE CHAIR, FMR PRES 5.00
Director
$92,000 $0 $92,000
ANDREW LIAKOPOULOS BD & CMTE MEMBER, BD CMTE CHAIR 5.00
Director
$90,000 $0 $90,000
MANUEL PASTOR BD & CMTE MEMBER 2.00
Director
$83,000 $0 $83,000
MICHAEL STOLL BD & CMTE MEMBER 2.00
Director
$76,250 $0 $76,250
MAYRA E ALVAREZ BD & CMTE MEMBER 2.00
Director
$74,000 $0 $74,000
EDWARD HAMBURG BD & CMTE MBR, BD CMTE CHAIR 5.00
Director
$70,000 $0 $70,000
ROBERT F BORUCH BD & CMTE MEMBER (END 12/24) 2.00
Director
$67,250 $0 $67,250
ROBERT ROSS BD & CMTE MEMBER (AS OF 06/24) 2.00
Director
$45,208 $0 $45,208
MARIJO AHLGRIMM TREAS EXEC VP & CFO (END 07/24), SEE SCH J 40.00
Officer
$914,364 $21,702 $936,066
CATHERINE E LIVINGSTON SEC., CHIEF LEGAL OFFC (AS OF 02/24) 40.00
Officer
$416,418 $61,798 $478,216
PAMELA KEEFE TREAS., SR VP & CFO (AS OF 04/24) 40.00
Officer
$450,835 $14,074 $464,909
DONA KILPATRICK SEC., GENERAL COUNSEL (END 07/24) 40.00
Officer
$385,144 $366,564 $751,708
JULIE R KOCHANEK SR VP, HUMAN SERVICES 40.00
Key Emp
$422,869 $66,715 $489,584
TIMOTHY B HILL SR VICE PRESIDENT, HEALTH DIVISON 40.00
Key Emp
$448,622 $25,943 $474,565
DAVID S SEIDENFELD SR VP, INTERNATIONAL DIVISION 40.00
Key Emp
$431,918 $35,645 $467,563
LESLEY A SEPANLOO SR VP, HUMAN RES & WORKPLACE MGMT 40.00
Key Emp
$403,160 $60,191 $463,351
DONALD LINDSEY CHIEF INVESTMENT OFFICER 40.00
Key Emp
$371,076 $48,847 $419,923
JOSEPH WAGNER VP, CONTRACTS, GRANTS & PROCUREMENT 40.00
Key Emp
$337,577 $24,820 $362,397
LAWRENCE B TRAPUZZANO VP, PROGRAM FINANCE (END 12/24) 40.00
Highest
$521,993 $47,895 $569,888
LAWRENCE B FRIEDMAN VP, HUMAN SERVICES DIVISION 40.00
Highest
$437,528 $44,907 $482,435
MICHAEL GARET VP & INSTITUTE FELLOW 40.00
Highest
$441,126 $37,219 $478,345
MAKINI NYANTEH CCO AND SR VP - COMMUNICATIONS 40.00
Highest
$430,798 $43,837 $474,635
MAI HUBBARD VP, HEALTH 40.00
Highest
$400,313 $53,143 $453,456
DAVID BAKER SR VP, HEALTH DIVISION (END 09/23) 40.00
$269,246 $23,407 $292,653
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $437,187,471 $403,775,054 $1,058,621,770 $33,412,417
2023 $355,310,121 $369,579,128 $1,012,152,879 $-14,269,007
2022 $363,064,876 $345,354,204 $972,933,017 $17,710,672
2021 $373,123,697 $302,864,879 $1,036,780,961 $70,258,818
2020 $290,854,826 $271,768,769 $943,035,344 $19,086,057
2019 $829,569,118 $430,980,832 $869,577,472 $398,588,286
2018 $481,741,424 $439,128,941 $464,107,012 $42,612,483
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