Civic Intelligence

Economists for Peace and Security

EIN 13-3429488 • 501(c)3 • Annandale On Hudson, NY

Profile

To achieve peaceful solutions to conflict that recognize the economic, social, cultural and security rights that are inherent to human dignity & well being by combining economic analysis, the development of policy alternatives, and the education of policy makers & advocates.

The Levy Institute Box 5000Annandale On Hudson, NY 12504

www.epsusa.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

93rd percentile

66%

Higher net margin than 93% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

66th percentile

8.3%

Faster asset growth than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

63rd percentile

9.3%

Faster revenue growth than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$77,789

Up $5,945 (+8.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$77,789

Up $5,945 (+8.3%) from 2023

Revenue

Up

$10,746

Up $918 (+9.3%) from 2023

Expenses

Down

$3,692

Down $4,471 (-55%) from 2023

Net Income

Up

$7,054

Up $5,389 (+324%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2010: $234,141Liabilities 2010: $17,839Net Assets 2010: $216,3022010Assets 2011: $248,374Liabilities 2011: $6,699Net Assets 2011: $241,6752011Assets 2012: $146,136Liabilities 2012: $34,077Net Assets 2012: $112,0592012Assets 2013: $99,826Liabilities 2013: $19,063Net Assets 2013: $80,7632013Assets 2014: $109,490Liabilities 2014: $3,374Net Assets 2014: $106,1162014Assets 2015: $142,889Liabilities 2015: $33,867Net Assets 2015: $109,0222015Assets 2016: $197,854Liabilities 2016: $1,904Net Assets 2016: $195,9502016Assets 2017: $70,731Liabilities 2017: $7,158Net Assets 2017: $63,5732017Assets 2018: $57,559Liabilities 2018: $0Net Assets 2018: $57,5592018Assets 2019: $63,716Liabilities 2019: $0Net Assets 2019: $63,7162019Assets 2020: $65,361Liabilities 2020: $0Net Assets 2020: $65,3612020Assets 2021: $69,607Liabilities 2021: $0Net Assets 2021: $69,6072021Assets 2022: $67,469Liabilities 2022: $0Net Assets 2022: $67,4692022Assets 2023: $71,844Liabilities 2023: $0Net Assets 2023: $71,8442023Assets 2024: $77,789Liabilities 2024: $0Net Assets 2024: $77,7892024

Highlighted filing

2024

Assets$77,789
Liabilities$0
Net Assets$77,789

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100K-$200KExpenses 2010: $255,6402010Expenses 2011: $239,6812011Revenue 2012: $91,889Expenses 2012: $221,505Net Income 2012: -$129,6162012Revenue 2013: $195,913Expenses 2013: $227,209Net Income 2013: -$31,2962013Revenue 2014: $235,332Expenses 2014: $210,145Net Income 2014: $25,1872014Revenue 2015: $200,401Expenses 2015: $194,575Net Income 2015: $5,8262015Revenue 2016: $256,651Expenses 2016: $168,566Net Income 2016: $88,0852016Revenue 2017: $66,081Expenses 2017: $199,338Net Income 2017: -$133,2572017Revenue 2018: $38,283Expenses 2018: $44,286Net Income 2018: -$6,0032018Revenue 2019: $13,844Expenses 2019: $7,698Net Income 2019: $6,1462019Revenue 2020: $6,180Expenses 2020: $4,535Net Income 2020: $1,6452020Revenue 2021: $7,909Expenses 2021: $6,639Net Income 2021: $1,2702021Revenue 2022: $7,097Expenses 2022: $9,235Net Income 2022: -$2,1382022Revenue 2023: $9,828Expenses 2023: $8,163Net Income 2023: $1,6652023Revenue 2024: $10,746Expenses 2024: $3,692Net Income 2024: $7,0542024

Highlighted filing

2024

Revenue$10,746
Expenses$3,692
Net Income$7,054

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.00$0.78$0.11$0.04$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.10$0.08$0.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.00$0.67$0.07$0.09$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.08$0.07$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.06$0.05$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.64$0.00$0.64$0.14$0.08$0.06
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.00$0.58$0.38$0.44$0.06
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.71$0.07$0.64$0.66$1.99$1.33
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.98$0.02$1.96$2.57$1.69$0.88
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.43$0.34$1.09$2.00$1.95$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.09$0.03$1.06$2.35$2.10$0.25
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.00$0.19$0.81$1.96$2.27$0.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.46$0.34$1.12$0.92$2.22$1.30
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.48$0.07$2.42$2.40
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.34$0.18$2.16$2.56
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 13, 2024
Return Version
2023v5.1
Gross Receipts
$9,828
Mission and Program Overview

Mission

To achieve peaceful solutions to conflict that recognize the economic, social, cultural and security rights that are inherent to human dignity & well being by combining economic analysis, the development of policy alternatives, and the education of policy makers & advocates.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$43,784$47,875▲ $4,091
Cash and Non-Interest-Bearing Accounts$15,778$15,684▼ $94
Savings and Temporary Cash Investments$7,907$8,285▲ $378
Total Assets$67,469$71,844▲ $4,375
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$67,469$71,844▲ $4,375
Total Net Assets Fund Balance$67,469$71,844▲ $4,375
Total Liabilities and Net Assets / Fund Balance$67,469$71,844▲ $4,375

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$17,641$17,641
Compensation and Service Providers

Board Members and Trustees

NameTitle
David ColtCo-Chair
Linda BilmesCo-Chair
Theresa L Harvey-BarrattBookkeeper
Allen SinaiMember at Large
Lloyd J DumasMember at Large
Mark WeisbrotMember at Large
Lucy L WebsterSecretary
Kathleen StephansenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$8,119
Program Service Revenue
$0
Investment Income
$1,709
Other Revenue
$0
All Other Contributions
$3,816
Change in Net Assets
$1,665
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,163
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$1,500$1,851-$3,351
Conferences and Meetings$1,725--$1,725
Information Technology-$1,070-$1,070
Fees for Services Accounting-$500-$500
Other Expenses-$227-$227
Travel-$21-$21
Total Functional Expenses$3,225$4,938$0$8,163
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

Yes the organization has members or stockholders.

Member election for additional members Part VI line 7A

Yes, the organization has members, stockholders and or other persons who may elect one or more members of the governing body.

Governing body decisions Part VI line 7B

Yes, the decisions of the governing body are subject to approval by the members.

Committee meeting documentation Part VI line 8B

No, the organization did not contemporaneously document the meetings held or written actions undertaken by the year by each committee.

Form 990 governing body review Part VI line 11

A copy of Form 990 was not provided to the organizations governing body before it was filed.

Governing documents etc available to public Part VI line 19

They are made available through website.

Filing and Contact Details

Filer

Filer Name
Economists For Peace And Security
EIN
13-3429488
Address
The Levy Institute Box 5000, Annandale On Hudson, NY 12504

Signing Officer

Name
Theresa L Harvey-Barratt
Title
Bookkeeper
Phone
8457580917
Signed
2024-11-13
Discuss with paid preparer
No

Organization Details

Formed
1987
Legal Domicile
Ny
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Simply Business Inc
Address
470 Aaron Ct, Kingston, NY 12401
Preparer
Lynn Formica CPA
Phone
8453394117
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

Rounding error

List of other fees for services expenses Part IX line 11G

Consultants for hosting events

Raw XML Appendix361 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01491
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01716
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01062
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0141
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt06119
IRS990ScheduleA/InvestmentIncomeCYPct00.15000
IRS990ScheduleA/InvestmentIncomePYPct00.06000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.85170
IRS990ScheduleA/PublicSupportPY509Pct00.93870
IRS990ScheduleA/PublicSupportTotal509Amt035138
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt08119
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt05606
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt06005
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt05118
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt010290
IRS990ScheduleA/Total509Grp/TotalAmt035138
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt09828
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt07097
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt07721
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt06180
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt010431
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt041257
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt017641
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt017641
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Yes the organization has members or stockholders.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Yes, the organization has members, stockholders and or other persons who may elect one or more members of the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Yes, the decisions of the governing body are subject to approval by the members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3No, the organization did not contemporaneously document the meetings held or written actions undertaken by the year by each committee.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A copy of Form 990 was not provided to the organizations governing body before it was filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5They are made available through website.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Rounding error
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Consultants for hosting events
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Committee meeting documentation Part VI line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Explanation of other changes in net assets or fund balances Part XI line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7List of other fees for services expenses Part IX line 11g
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt067469
IRS990/TotalAssetsEOYAmt071844
IRS990/TotalAssetsGrp/BOYAmt067469
IRS990/TotalAssetsGrp/EOYAmt071844
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt08119
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04938
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03225
IRS990/TotalFunctionalExpensesGrp/TotalAmt08163
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt067469
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt071844
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt03225
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01709
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt09828
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt067469
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt071844
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ManagementAndGeneralAmt021
IRS990/TravelGrp/TotalAmt021
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0www.epsusa.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Theresa L Harvey-Barratt
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Bookkeeper
ReturnHeader/BusinessOfficerGrp/PhoneNum08457580917
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Economists For Peace And Security
ReturnHeader/Filer/BusinessNameControlTxt0ECON
ReturnHeader/Filer/EIN0133429488
ReturnHeader/Filer/USAddress/AddressLine1Txt0The Levy Institute Box 5000
ReturnHeader/Filer/USAddress/CityNm0Annandale On Hudson
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012504
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383800437
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Simply Business Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0470 Aaron Ct
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Kingston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012401
ReturnHeader/PreparerPersonGrp/PhoneNum08453394117
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lynn Formica CPA
ReturnHeader/ReturnTs02024-11-15T11:18:22-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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