Charles Koch Institute

EIN: 274967732 501(c)(3) Education

ARLINGTON, VA

Total Revenue
$1,624,887
Total Expenses
$4,819,091
Total Assets
$429,977,010
Net Assets
$429,027,307
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Financial Trends

Organization Details

Formation Year
2011
Legal Domicile
DE
Phone
7032147118
Tax Period
2023-01-01 to 2023-12-31

Charles Koch Institute, founded in 2011, is a mid-sized nonprofit in the Education sector that reported $60.9M in total revenue in fiscal year 2018. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $35.2M, a strong 58% operating margin.

Mission

INSPIRED BY A RECOGNITION THAT FREE PEOPLE ARE CAPABLE OF EXTRAORDINARY THINGS, STAND TOGETHER FELLOWSHIPS SUPPORTS EDUCATIONAL PROGRAMS AND DIALOGUE TO ADVANCE THESE PRINCIPLES, CHALLENGE CONVENTION, AND ELIMINATE BARRIERS THAT STIFLE CREATIVITY AND PROGRESS.

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Trantor Score

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

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $148,120
Program Service Revenue $0
Investment Income $160,949
Other Revenue $1,315,818
TOTAL REVENUE $1,624,887

Expense Breakdown

Grants Paid $976,593
Salaries & Benefits $1,811,091
Fundraising Expenses $0
Program Expenses $3,722,349
Other Expenses $2,031,407
TOTAL EXPENSES $4,819,091

Year-over-Year Comparison

2023 2022 Change
Revenue $1,624,887 $1,634,855 0.0%
Expenses $4,819,091 $4,682,428 +0.0%
Net Income $-3,194,204 $-3,047,573 +0.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
4
Independent Members
4
Employees
19
Volunteers
19

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
5
$8,400
Total Directors
4
$8,400
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A DIRECTOR/EXECUTIVE VP 50.0
Officer Director
$0 $0 $8,400
N/A DIRECTOR 1.0
Director
$0 $0 $0
N/A DIRECTOR/CHAIRMAN 1.0
Director
$0 $0 $0
N/A DIRECTOR 1.0
Director
$0 $0 $0
N/A SECRETARY (OUTGOING) 1.0
Officer
$0 $0 $0
N/A EXECUTIVE DIRECTOR 1.0
Officer
$0 $0 $0
N/A TREASURER 1.0
Officer
$0 $0 $0
N/A Treasurer (Outgoing) 1.0
Officer
$0 $0 $0
N/A DIRECTOR, SCALED EDUCATION 50.0
Highest
$115,592 $14,170 $129,762
N/A DIRECTOR, EDUCATION 50.0
Highest
$175,437 $39,265 $214,702
N/A DIRECTOR, MEDIA & JOURNALISM PROGRAMS 50.0
Highest
$168,611 $31,774 $200,385
N/A MANAGING DIRECTOR 50.0
Highest
$182,527 $33,929 $216,456
N/A SENIOR RECRUITER 50.0
Highest
$130,048 $6,911 $136,959
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 No data No data No data No data
2023 $1,624,887 $4,819,091 $429,977,010 $-3,194,204
2022 $1,634,855 $4,682,428 $418,635,336 $-3,047,573
2021 $1,636,185 $54,091,195 $404,108,851 $-52,455,010
2020 $9,154,321 $54,614,401 $364,176,510 $-45,460,080
2019 $20,830,118 $14,868,783 $385,547,571 $5,961,335
2018 $60,913,751 $25,697,704 $350,550,999 $35,216,047
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