Civic Intelligence

The Mont Pelerin Society

EIN 47-5340733 • 501(c)3 • Lubbock, TX

Profile

To facilitate the discussion of views to perpetuate freedoms.

Texas Tech University Box 45059Lubbock, TX 79409-5059

www.montpelerin.org

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

38th percentile

-0.3%

Higher net margin than 38% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

39th percentile

-0.1%

Faster asset growth than 39% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

13th percentile

-24%

Faster revenue growth than 13% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$1,911,323

Down $1,096 (-0.1%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$1,911,323

Down $1,096 (-0.1%) from 2024

Operations
Liabilities / Revenue20th percentileNet Margin38th percentile

Revenue

Down

$318,564

Down $101,547 (-24%) from 2024

Expenses

Up

$319,660

Up $186,380 (+140%) from 2024

Net Income

Down

-$1,096

Down $287,927 (-100%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2017: $1,258,961Liabilities 2017: $0Net Assets 2017: $1,258,9612017Assets 2018: $1,539,549Liabilities 2018: $0Net Assets 2018: $1,539,5492018Assets 2019: $1,510,256Liabilities 2019: $0Net Assets 2019: $1,510,2562019Assets 2020: $1,427,935Liabilities 2020: $0Net Assets 2020: $1,427,9352020Assets 2021: $1,735,503Liabilities 2021: $0Net Assets 2021: $1,735,5032021Assets 2022: $1,796,342Liabilities 2022: $0Net Assets 2022: $1,796,3422022Assets 2023: $1,625,588Liabilities 2023: $0Net Assets 2023: $1,625,5882023Assets 2024: $1,912,419Liabilities 2024: $0Net Assets 2024: $1,912,4192024Assets 2025: $1,911,323Liabilities 2025: $0Net Assets 2025: $1,911,3232025

Highlighted filing

2025

Assets$1,911,323
Liabilities$0
Net Assets$1,911,323
Open 2025 Filing

Operations Trend

Revenue Growth13th percentile

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

$600K$400K$200K$0-$200KRevenue 2017: $86,921Expenses 2017: $117,195Net Income 2017: -$30,2742017Revenue 2018: $396,638Expenses 2018: $116,050Net Income 2018: $280,5882018Revenue 2019: $131,508Expenses 2019: $165,122Net Income 2019: -$33,6142019Revenue 2020: $72,363Expenses 2020: $154,684Net Income 2020: -$82,3212020Revenue 2021: $424,812Expenses 2021: $117,243Net Income 2021: $307,5692021Revenue 2022: $139,630Expenses 2022: $78,792Net Income 2022: $60,8382022Revenue 2023: $83,853Expenses 2023: $254,607Net Income 2023: -$170,7542023Revenue 2024: $420,111Expenses 2024: $133,280Net Income 2024: $286,8312024Revenue 2025: $318,564Expenses 2025: $319,660Net Income 2025: -$1,0962025

Highlighted filing

2025

Revenue$318,564
Expenses$319,660
Net Income-$1,096
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,911,323
Liabilities
$0
Net assets
$1,911,323
Revenue
$318,564
Expenses
$319,660
Net income
-$1,096
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.32$0.32$0.00
2024Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.42$0.13$0.29
2023Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.08$0.25$0.17
2022Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.14$0.08$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.42$0.12$0.31
2020Summary only. Only limited summary data is available for this year.$1.43$0.00$1.43$0.07$0.15$0.08
2019Summary only. Only limited summary data is available for this year.$1.51$0.00$1.51$0.13$0.17$0.03
2018Summary only. Only limited summary data is available for this year.$1.54$0.00$1.54$0.40$0.12$0.28
2017Summary only. Only limited summary data is available for this year.$1.26$0.00$1.26$0.09$0.12$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Jun 23, 2025
Return Version
2024v5.1
Gross Receipts
$318,564
Mission and Program Overview

Mission

To facilitate the discussion of views to perpetuate freedoms.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,398,025$1,461,696▲ $63,671
Cash and Non-Interest-Bearing Accounts$418,327$352,535▼ $65,792
Pledges and Grants Receivable$96,067$97,092▲ $1,025
Total Assets$1,912,419$1,911,323▼ $1,096
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,816,352$1,814,231▼ $2,121
Net Assets With Donor Restrictions$96,067$97,092▲ $1,025
Total Net Assets Fund Balance$1,912,419$1,911,323▼ $1,096
Total Liabilities and Net Assets / Fund Balance$1,912,419$1,911,323▼ $1,096
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Deirdre MccloskeyPresident
Randall HolcombeVice-president
Bertha PantojaDirector
Douglas Den UylDirector
Eric CramptonDirector
Javier Fernandez-lasquettyDirector
Martin KrauseDirector
Parth ShahDirector
Pierre GarelloDirector
Roberta HerzbergDirector
Alberto MingardiSecretary
Benjamin PowellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$158,700
Program Service Revenue
$67,900
Investment Income
$91,964
Other Revenue
$0
All Other Contributions
$158,700
Change in Net Assets
$-1,096
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$319,660
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
Travel-$55,495-$55,495
Fees for Services Legal-$31,644-$31,644
Fees for Service Investment Mgmnt Fees-$18,008-$18,008
All Other Expenses-$8,737-$8,737
Other Expenses-$3,077-$3,077
Total Functional Expenses$0$319,660$0$319,660
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“The treasurer reviewed a draft of the return and made corrections as necessary. The finalized form 990 was made available to all board members.”

Form 990, Part VI, Section C, line 19

“Disclosure of governing documents, policies, and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
The Mont Pelerin Society
EIN
47-5340733
Phone
8067427138
Address
TEXAS TECH UNIVERSITY BOX 45059, LUBBOCK, TX 79409-5059

Signing Officer

Name
Benjamin Powell
Title
Treasurer
Phone
8067427138
Signed
2025-06-23

Organization Details

Principal Officer
Benjamin Powell
Formed
2016
Legal Domicile
Tn
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
0

Preparer

Firm
Wooden Law Firm Pc
Address
735 BROAD STREET SUITE 900, CHATTANOOGA, TN 37402
Preparer
Tracy C Wooden
Phone
4237569972
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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/GrossInvestmentIncome170Grp/CurrentTaxYearAmt046699
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt034688
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt047287
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt062175
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt039098
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0229947
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt045265
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0165418
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0-125734
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0-10545
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0279014
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0353418
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.46950
IRS990ScheduleA/PublicSupportTotal170Amt0516200
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0158700
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0165000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0105000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt024500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt063000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0516200
IRS990ScheduleA/TotalSupportAmt01099565
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TREASURER REVIEWED A DRAFT OF THE RETURN AND MADE CORRECTIONS AS NECESSARY. THE FINALIZED FORM 990 WAS MADE AVAILABLE TO ALL BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DISCLOSURE OF GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01912419
IRS990/TotalAssetsEOYAmt01911323
IRS990/TotalAssetsGrp/BOYAmt01912419
IRS990/TotalAssetsGrp/EOYAmt01911323
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0158700
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0319660
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0319660
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01912419
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01911323
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt067900
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt046699
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0113165
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0318564
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01912419
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01911323
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt055495
IRS990/TravelGrp/TotalAmt055495
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0TEXAS TECH UNIVERSITY BOX 45059
IRS990/USAddress/CityNm0LUBBOCK
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd0794095059
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.MONTPELERIN.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BENJAMIN POWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08067427138
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MONT PELERIN SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0475340733
ReturnHeader/Filer/PhoneNum08067427138
ReturnHeader/Filer/USAddress/AddressLine1Txt0TEXAS TECH UNIVERSITY BOX 45059
ReturnHeader/Filer/USAddress/CityNm0LUBBOCK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0794095059
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263536635
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WOODEN LAW FIRM PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0735 BROAD STREET SUITE 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHATTANOOGA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037402
ReturnHeader/PreparerPersonGrp/PhoneNum04237569972
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRACY C WOODEN
ReturnHeader/ReturnTs02025-06-23T14:43:47-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-04-01
ReturnHeader/TaxPeriodEndDt02025-03-31
ReturnHeader/TaxYr02024

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