WASHINGTON INSTITUTE FOR NEAR EAST POLICY (EIN 521376034) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1984

Legal Domicile

Principal Officer

ROBERT SATLOFF

Phone

2024520650

Tax Period

2023-01-01 to 2023-12-31

WASHINGTON INSTITUTE FOR NEAR EAST POLICY, founded in 1984, is a mid-sized nonprofit in the International Affairs sector that reported $24.4M in total revenue in fiscal year 2023. Revenue surged 39% from the prior year, signaling strong growth momentum. The organization ran a surplus of $6.6M, a strong 27% operating margin.

Mission

TO ADVANCE A BALANCED AND REALISTIC UNDERSTANDING OF AMERICAN INTERESTS IN THE MIDDLE EAST.

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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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $21,938,528

Program Service Revenue $584,567

Investment Income $2,007,649

Other Revenue $-113,084

TOTAL REVENUE $24,417,660

Expense Breakdown

Grants Paid $0

Salaries & Benefits $12,595,432

Fundraising Expenses $1,678,698

Program Expenses $14,289,424

Other Expenses $5,156,525

TOTAL EXPENSES $17,816,957

Year-over-Year Comparison

	2023	2022	Change
Revenue	$24,417,660	$17,618,725	+0.4%
Expenses	$17,816,957	$15,950,363	+0.1%
Net Income	$6,600,703	$1,668,362	+3.0%

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

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

$1,022,748

Total Directors

Key Employees

$1,069,834

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAY BERNSTEIN	PRESIDENT	3.00	Officer Director	$0	$0	$0
SHELLY KASSEN	CHAIRMAN	3.00	Officer Director	$0	$0	$0
HOWARD P BERKOWITZ	CHAIRMAN EMERITUS	3.00	Officer Director	$0	$0	$0
MARTIN J GROSS	CHAIRMAN EMERITUS	3.00	Officer Director	$0	$0	$0
JAMES SCHREIBER	CHAIRMAN EMERITUS	3.00	Officer Director	$0	$0	$0
BARBI WEINBERG	FOUNDING PRESIDENT/CHAIRMAN EMERITA	3.00	Officer Director	$0	$0	$0
MOSES S LIBITZKY	SENIOR VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
JOHN SHAPIRO	SENIOR VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
LYNN LEVY PESECKIS	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
LIEF D ROSENBLATT	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
RALPH GERSON	SECRETARY	3.00	Officer Director	$0	$0	$0
SUSAN WAGNER	TREASURER	3.00	Officer Director	$0	$0	$0
JEFFREY I ABRAMS	BOARD MEMBER	3.00	Director	$0	$0	$0
GREGG ABRAMSON	BOARD MEMBER	3.00	Director	$0	$0	$0
ANTHONY BEYER	BOARD MEMBER	3.00	Director	$0	$0	$0
PHILIP FRIEDMANN	BOARD MEMBER	3.00	Director	$0	$0	$0
ROBERT FROMER	BOARD MEMBER	3.00	Director	$0	$0	$0
DAVID FUENTE	BOARD MEMBER	3.00	Director	$0	$0	$0
MICHAEL GELMAN	BOARD MEMBER	3.00	Director	$0	$0	$0
BRUCE LANE	BOARD MEMBER	3.00	Director	$0	$0	$0
STEVEN LEVY	BOARD MEMBER (FROM 5/2023)	3.00	Director	$0	$0	$0
ROBIN CHEMERS NEUSTEIN	BOARD MEMBER	3.00	Director	$0	$0	$0
JEANETTE GARRETTY REINHARD	BOARD MEMBER	3.00	Director	$0	$0	$0
TONY RUBIN	BOARD MEMBER (FROM 5/2023)	3.00	Director	$0	$0	$0
ZACHARY SCHREIBER	BOARD MEMBER	3.00	Director	$0	$0	$0
MIKE SEGAL	BOARD MEMBER	3.00	Director	$0	$0	$0
MERRYL TISCH	BOARD MEMBER	3.00	Director	$0	$0	$0
DIANE TRODERMAN	BOARD MEMBER	3.00	Director	$0	$0	$0
GARY WEXLER	BOARD MEMBER	3.00	Director	$0	$0	$0
BILL WOLFE	BOARD MEMBER (FROM 5/2023)	3.00	Director	$0	$0	$0
RICHARD S ZIMAN	BOARD MEMBER	3.00	Director	$0	$0	$0
ROBERT SATLOFF	EXECUTIVE DIRECTOR	40.00	Officer	$627,615	$74,310	$701,925
LAURA HANNAH	CHIEF FINANCIAL OFFICER	40.00	Officer	$243,179	$77,644	$320,823
MICHAEL SINGH	MANAGING DIRECTOR	40.00	Key Emp	$360,210	$94,037	$454,247
DANIEL HECKELMAN	DIRECTOR OF DEVELOPMENT	40.00	Key Emp	$247,518	$72,441	$319,959
PATRICK CLAWSON	DIRECTOR OF RESEARCH	40.00	Key Emp	$246,889	$48,739	$295,628
DENNIS ROSS	COUNSELOR	40.00	Highest	$366,042	$80,540	$446,582
DAVID MAKOVSKY	SENIOR FELLOW	40.00	Highest	$333,639	$99,276	$432,915
MATTHEW LEVITT	SENIOR FELLOW	40.00	Highest	$316,685	$94,889	$411,574
MICHAEL EISENSTADT	SENIOR FELLOW	40.00	Highest	$234,939	$79,042	$313,981
DAVID SCHENKER	SENIOR FELLOW	40.00	Highest	$261,034	$49,199	$310,233

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	$24,417,660	$17,816,957	$91,104,034	$6,600,703
2022	$17,618,725	$15,950,363	$78,601,679	$1,668,362
2021	$24,631,416	$14,975,658	$78,463,635	$9,655,758
2020	$21,502,176	$14,322,519	$69,574,156	$7,179,657
2019	$20,748,113	$14,777,815	$58,436,523	$5,970,298
2018	$15,466,833	$13,418,193	$49,282,023	$2,048,640

WASHINGTON INSTITUTE FOR NEAR EAST POLICY