PETER G PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS (EIN 521226967) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1981

Legal Domicile

Principal Officer

ADAM POSEN

Phone

2023289000

Tax Period

2024-07-01 to 2025-06-30

PETER G PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS, founded in 1981, is a mid-sized nonprofit in the Social Science sector that reported $17.8M in total revenue in fiscal year 2024. Revenue grew 20% year-over-year, indicating healthy expansion. Expenses of $16.5M left a modest 7% surplus.

Mission

SUPPORT RIGOROUS, INTELLECTUALLY OPEN, HONEST STUDY AND DISCUSSION OF INT'L ECONOMIC POLICY.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $16,319,126

Program Service Revenue $0

Investment Income $1,416,385

Other Revenue $38,061

TOTAL REVENUE $17,773,572

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,634,365

Fundraising Expenses $909,291

Program Expenses $11,818,276

Other Expenses $5,865,472

TOTAL EXPENSES $16,529,676

Year-over-Year Comparison

	2024	2023	Change
Revenue	$17,773,572	$14,814,611	+0.2%
Expenses	$16,529,676	$16,515,302	+0.0%
Net Income	$1,243,896	$-1,700,691	-1.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$1,463,335

Total Directors

Key Employees

$588,637

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MR MICHAEL A PETERSON	CHAIR OF THE BOARD	5.00	Director	$0	$0	$0
HONORABLE LAWRENCE H SUMMERS	VICE CHAIR OF THE BOARD	2.00	Director	$0	$0	$0
MR STEPHEN FREIDHEIM	CHAIR OF EXEC. COMM.	2.00	Director	$0	$0	$0
MS CAROLINE ATKINSON	BOARD MEMBER	1.00	Director	$0	$0	$0
C FRED BERGSTEN	BOARD MEMBER	1.00	Director	$0	$0	$0
MR MARK T BERTOLINI	BOARD MEMBER	1.00	Director	$0	$0	$0
MS NEETI BHALLA JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
JULIE BOLAND	BOARD MEMBER	1.00	Director	$0	$0	$0
MR FRANK BROSENS	BOARD MEMBER	1.00	Director	$0	$0	$0
MR MARK CARNEY	BOARD MEMBER - UNTIL 03/25	1.00	Director	$0	$0	$0
MR JASON CUMMINS	BOARD MEMBER	1.00	Director	$0	$0	$0
MR BARRY EICHENGREEN	BOARD MEMBER	1.00	Director	$0	$0	$0
DR ROGER W FERGUSON JR	BOARD MEMBER	1.00	Director	$0	$0	$0
MR PETER FISHER	BOARD MEMBER	1.00	Director	$0	$0	$0
MS ESTHER L GEORGE	BOARD MEMBER	1.00	Director	$0	$0	$0
MR EVAN G GREENBERG	BOARD MEMBER	1.00	Director	$0	$0	$0
MR MAURICE HANK R GREENBERG	BOARD MEMBER	1.00	Director	$0	$0	$0
MS KELLY GRIER	BOARD MEMBER	1.00	Director	$0	$0	$0
MR HERBJORN HANSSON	BOARD MEMBER	1.00	Director	$0	$0	$0
MR J TOMILSON HILL	BOARD MEMBER	1.00	Director	$0	$0	$0
MR STEPHEN R HOWE JR	BOARD MEMBER	1.00	Director	$0	$0	$0
MS MERIT E JANOW	BOARD MEMBER	1.00	Director	$0	$0	$0
MR HUGH JOHNSTON	BOARD MEMBER	1.00	Director	$0	$0	$0
MR MICHAEL KLEIN	BOARD MEMBER	1.00	Director	$0	$0	$0
MR RAMON L LAGUARTA	BOARD MEMBER	1.00	Director	$0	$0	$0
MR CHARLES LAKE II	BOARD MEMBER	1.00	Director	$0	$0	$0
MR DAVID M LEUSCHEN	BOARD MEMBER	1.00	Director	$0	$0	$0
MS BARBARA G NOVICK	BOARD MEMBER	1.00	Director	$0	$0	$0
MR TETSUO TED OGAWA	BOARD MEMBER	1.00	Director	$0	$0	$0
MS HUTHAM OLAYAN	BOARD MEMBER	1.00	Director	$0	$0	$0
DR PETER ORSZAG	BOARD MEMBER	1.00	Director	$0	$0	$0
MR JAMES W OWENS	BOARD MEMBER	1.00	Director	$0	$0	$0
MR JONATHAN PRUZAN	BOARD MEMBER	1.00	Director	$0	$0	$0
MS PAULA R REYNOLDS	BOARD MEMBER	1.00	Director	$0	$0	$0
MS VIRGINIA M ROMETTY	BOARD MEMBER	1.00	Director	$0	$0	$0
JIN ROY RYU	BOARD MEMBER	1.00	Director	$0	$0	$0
MR RICHARD E SALOMON	BOARD MEMBER	1.00	Director	$0	$0	$0
MR DILHAN PILLAY SANDRASEGARA	BOARD MEMBER	1.00	Director	$0	$0	$0
MR MOSTAFA TERRAB	BOARD MEMBER	1.00	Director	$0	$0	$0
MR MARK TUCKER	BOARD MEMBER	1.00	Director	$0	$0	$0
MS LAURA D TYSON	BOARD MEMBER	1.00	Director	$0	$0	$0
MR JIM UMPLEBY	BOARD MEMBER	1.00	Director	$0	$0	$0
GERTJAN VLIEGHE	BOARD MEMBER	1.00	Director	$0	$0	$0
MR RONALD A WILLIAMS	BOARD MEMBER	1.00	Director	$0	$0	$0
MR MIN ZHU	BOARD MEMBER	1.00	Director	$0	$0	$0
HONORABLE ROBERT B ZOELLICK	BOARD MEMBER	1.00	Director	$0	$0	$0
ADAM S POSEN	PRESIDENT	40.00	Officer	$565,908	$56,676	$622,584
JESSE M NOLAND	EXEC. VP & DIRECTOR OF STUDIES	40.00	Officer	$495,635	$52,646	$548,281
JEFFREY A CORDEAU	VP FOR OPERATIONS & CTO	40.00	Officer	$235,978	$56,492	$292,470
DAVID J O'BRIEN	VP FOR DEVELOPMENT & EXT. AFFAIRS	40.00	Key Emp	$265,998	$28,108	$294,106
STEVEN R WEISMAN	VP OF PUBLICATIONS & COMM.	40.00	Key Emp	$266,717	$27,814	$294,531
MAURICE OBSTFELD	SENIOR FELLOW	40.00	Highest	$464,153	$56,676	$520,829
ARVIND SUBRAMANIAN	SENIOR FELLOW	40.00	Highest	$424,727	$34,500	$459,227
MARY LOVELY	SENIOR FELLOW	40.00	Highest	$335,572	$44,478	$380,050
JEFFREY J SCHOTT	SENIOR FELLOW	40.00	Highest	$307,854	$52,877	$360,731
MONICA BAUMGARTEN DEBOLLE	SENIOR FELLOW	40.00	Highest	$304,648	$30,311	$334,959

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
2025	$17,773,572	$16,529,676	$106,894,689	$1,243,896
2024	No data	No data	No data	No data
2023	$10,868,277	$13,912,953	$95,398,380	$-3,044,676
2022	$11,048,331	$12,343,651	$95,222,142	$-1,295,320
2021	$10,920,826	$12,358,308	$105,093,071	$-1,437,482
2020	$14,820,050	$12,860,592	$91,145,648	$1,959,458
2019	$19,426,860	$12,724,125	$89,223,291	$6,702,735
2018	$15,828,501	$13,253,140	$80,301,405	$2,575,361

PETER G PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS