Civic Intelligence

Economic Strategy Institute

EIN 52-1653484 • 501(c)3 • Washington, DC

View Organization Page

Profile

The institute's purpose is to define a new economic agenda by challenging old assumptions and developing integrated, macro/micro economic strategy to realize the full potential of america's material and human resources.

1730 Rhode Island Avenue NW 414Washington, DC 20036

www.econstrat.org

Siviq Scores

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

Liabilities / Assets

100th percentile

239.76x

Higher debt load relative to assets than 100% of similar nonprofits.

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

Liabilities / Revenue

94th percentile

0.79x

Higher debt load relative to revenue than 94% of similar nonprofits.

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

Net Margin

78th percentile

24%

Higher net margin than 78% 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

10th percentile

-93%

Faster asset growth than 10% of similar nonprofits.

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

Revenue Growth

92nd percentile

107%

Faster revenue growth than 92% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets100th percentile

Assets

Down

$709

Down $10,158 (-93%) from 2023

Liabilities

Down

$169,992

Down $62,238 (-27%) from 2023

Net Assets

Up

-$169,283

Up $52,080 (+24%) from 2023

Operations
Liabilities / Revenue94th percentileNet Margin78th percentile

Revenue

Up

$213,865

Up $110,474 (+107%) from 2023

Expenses

Up

$161,785

Up $78,427 (+94%) from 2023

Net Income

Up

$52,080

Up $32,047 (+160%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

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

$600K$400K$200K$0-$200K-$400KAssets 2011: $150,164Liabilities 2011: $69,544Net Assets 2011: $80,6202011Assets 2013: $27,417Liabilities 2013: $184,893Net Assets 2013: -$157,4762013Assets 2014: $39,701Liabilities 2014: $229,436Net Assets 2014: -$189,7352014Assets 2015: $15,198Liabilities 2015: $328,719Net Assets 2015: -$313,5212015Assets 2016: $20,073Liabilities 2016: $322,604Net Assets 2016: -$302,5312016Assets 2017: $6,128Liabilities 2017: $292,776Net Assets 2017: -$286,6482017Assets 2018: $353,040Liabilities 2018: $424,256Net Assets 2018: -$71,2162018Assets 2019: $88,208Liabilities 2019: $406,695Net Assets 2019: -$318,4872019Assets 2020: $43,226Liabilities 2020: $359,735Net Assets 2020: -$316,5092020Assets 2021: $6,233Liabilities 2021: $284,255Net Assets 2021: -$278,0222021Assets 2022: $4,485Liabilities 2022: $245,881Net Assets 2022: -$241,3962022Assets 2023: $10,867Liabilities 2023: $232,230Net Assets 2023: -$221,3632023Assets 2024: $709Liabilities 2024: $169,992Net Assets 2024: -$169,2832024

Highlighted filing

2024

Assets$709
Liabilities$169,992
Net Assets-$169,283
Open 2024 Filing

Operations Trend

Revenue Growth92nd percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2011: $414,216Expenses 2011: $250,519Net Income 2011: $163,6972011Expenses 2013: $331,7892013Revenue 2014: $237,469Expenses 2014: $269,728Net Income 2014: -$32,2592014Revenue 2015: $246,568Expenses 2015: $370,354Net Income 2015: -$123,7862015Revenue 2016: $451,428Expenses 2016: $440,438Net Income 2016: $10,9902016Revenue 2017: $229,275Expenses 2017: $213,392Net Income 2017: $15,8832017Revenue 2018: $503,410Expenses 2018: $287,978Net Income 2018: $215,4322018Revenue 2019: $180,465Expenses 2019: $427,736Net Income 2019: -$247,2712019Revenue 2020: $293,482Expenses 2020: $291,504Net Income 2020: $1,9782020Revenue 2021: $310,741Expenses 2021: $272,254Net Income 2021: $38,4872021Revenue 2022: $146,443Expenses 2022: $109,817Net Income 2022: $36,6262022Revenue 2023: $103,391Expenses 2023: $83,358Net Income 2023: $20,0332023Revenue 2024: $213,865Expenses 2024: $161,785Net Income 2024: $52,0802024

Highlighted filing

2024

Revenue$213,865
Expenses$161,785
Net Income$52,080
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$709
Liabilities
$169,992
Net assets
-$169,283
Revenue
$213,865
Expenses
$161,785
Net income
$52,080
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.01$1.70$1.69$2.14$1.62$0.52
2023Detailed filing. Detailed filing data is available for this year.$0.11$2.32$2.21$1.03$0.83$0.20
2022Detailed filing. Detailed filing data is available for this year.$0.04$2.46$2.41$1.46$1.10$0.37
2021Detailed filing. Detailed filing data is available for this year.$0.06$2.84$2.78$3.11$2.72$0.38
2020Detailed filing. Detailed filing data is available for this year.$0.43$3.60$3.17$2.93$2.92$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.88$4.07$3.18$1.80$4.28$2.47
2018Detailed filing. Detailed filing data is available for this year.$3.53$4.24$0.71$5.03$2.88$2.15
2017Detailed filing. Detailed filing data is available for this year.$0.06$2.93$2.87$2.29$2.13$0.16
2016Detailed filing. Detailed filing data is available for this year.$0.20$3.23$3.03$4.51$4.40$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.15$3.29$3.14$2.47$3.70$1.24
2014Detailed filing. Detailed filing data is available for this year.$0.40$2.29$1.90$2.37$2.70$0.32
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$1.85$1.57$3.32
2011Summary only. Only limited summary data is available for this year.$1.50$0.70$0.81$4.14$2.51$1.64
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jul 14, 2025
Return Version
2023v6.0
Gross Receipts
$213,865
Mission and Program Overview

Mission

The institute's purpose is to define a new economic agenda by challenging old assumptions and developing integrated, macro/micro economic strategy to realize the full potential of america's material and human resources.

Develop integrated, macro/micro economic strategy for full potential of material/human resources.

Balance Sheet Detail
LineBeginningEndChange
Assets
Loans From Officers Directors$121,071$56,010▼ $65,061
Cash and Non-Interest-Bearing Accounts$10,867$709▼ $10,158
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$10,867$709▼ $10,158
Liabilities
Mortgage Notes Payable Secured by Investment Property$101,332$101,332→ $0
Accounts Payable and Accrued Expenses$9,827$12,650▲ $2,823
Total Liabilities$232,230$169,992▼ $62,238
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-221,363$-169,283▲ $52,080
Total Net Assets Fund Balance$-221,363$-169,283▲ $52,080
Total Liabilities and Net Assets / Fund Balance$10,867$709▼ $10,158

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$44,054$44,054
Other Land Buildings$0$3,823$3,823
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Patrick MulloyChairman
Clyde V Prestowitz JrPresident/CEO
Dwight C Smith IIIDirector
Glenn FukushimaDirector
Ralph GomoryTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$213,865
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$213,865
Change in Net Assets
$52,080
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$161,785
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$128,485--$128,485
Fees for Services Accounting-$15,114-$15,114
Office Expenses$9,061--$9,061
Occupancy$4,800--$4,800
Advertising$1,950--$1,950
Travel$1,758--$1,758
Other Expenses$243--$243
Total Functional Expenses$146,671$15,114$0$161,785
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$121,071$56,010▼ $65,061
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

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

“An independent accountant prepares the Form 990 and it is reviewed by the president before being filed.”

Form 990, Part VI, Section B, line 12C

“All board members are required to report a conflict of interest on an ongoing basis should one arise. The board analyzes each report on a case by case basis. Any decisions involving a conflict, the particular member would be recused from voting on.”

Form 990, Part VI, Section C, line 19

“Governing documents, conflicts of interest, and financial statements are available to the public upon request. Contact information is available on the Organization's website.”

Filing and Contact Details

Filer

Filer Name
Economic Strategy Institute
EIN
52-1653484
Phone
2022954640
Address
1730 Rhode Island Avenue NW 414, Washington, DC 20036

Signing Officer

Name
Clyde V Prestowitz Jr
Title
President
Phone
2022954640
Signed
2025-07-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Clyde V Prestowitz Jr
Formed
1989
Legal Domicile
Dc
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
5

Preparer

Firm
Aprio Advisory Group LLC
Address
111 Rockville Pike Suite 600, Rockville, MD 20850
Preparer
Stacy Cullen
Phone
3012316200
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

“Consultants: Program service expenses 128,485. Management and general expenses 0. Fundraising expenses 0. Total expenses 128,485.”

Raw XML Appendix339 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt09827
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt012650
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0Develop integrated, macro/micro economic strategy for full potential of material/human resources.
IRS990/AdvertisingGrp/ProgramServicesAmt01950
IRS990/AdvertisingGrp/TotalAmt01950
IRS990/AllOtherContributionsAmt0213865
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Clyde V Prestowitz Jr
IRS990/BooksInCareOfDetail/PhoneNum02022954640
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01730 Rhode Island Avenue NW 414
IRS990/BooksInCareOfDetail/USAddress/CityNm0Washington
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd020036
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt010867
IRS990/CashNonInterestBearingGrp/EOYAmt0709
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0213865
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0161785
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt052080
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0161785
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0213865
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0To conduct general research on economic topics of industries resulting in publications and various forms of communication to educate the public and raise awareness of issues.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0146671
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt015114
IRS990/FeesForServicesAccountingGrp/TotalAmt015114
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0128485
IRS990/FeesForServicesOtherGrp/TotalAmt0128485
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0Clyde V Prestowitz Jr
IRS990/Form990PartVIISectionAGrp/PersonNm1Ralph Gomory
IRS990/Form990PartVIISectionAGrp/PersonNm2Patrick Mulloy
IRS990/Form990PartVIISectionAGrp/PersonNm3Glenn Fukushima
IRS990/Form990PartVIISectionAGrp/PersonNm4Dwight C Smith III
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0President/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01989
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0213865
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt047877
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt047877
IRS990/LegalDomicileStateCd0DC
IRS990/LoanOutstandingInd01
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt0121071
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt056010
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0The Institute's purpose is to define a new economic agenda by challenging old assumptions and developing integrated, macro/micro economic strategy to realize the full potential of America's material and human resources.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0101332
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0101332
IRS990/NetAssetsOrFundBalancesBOYAmt0-221363
IRS990/NetAssetsOrFundBalancesEOYAmt0-169283
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-221363
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-169283
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt04800
IRS990/OccupancyGrp/TotalAmt04800
IRS990/OfficeExpensesGrp/ProgramServicesAmt09061
IRS990/OfficeExpensesGrp/TotalAmt09061
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Internet Communications
IRS990/OtherExpensesGrp/Desc1Subscriptions & Publica
IRS990/OtherExpensesGrp/ProgramServicesAmt0374
IRS990/OtherExpensesGrp/ProgramServicesAmt1243
IRS990/OtherExpensesGrp/TotalAmt0374
IRS990/OtherExpensesGrp/TotalAmt1243
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Clyde V Prestowitz Jr
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0103391
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt081358
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt020033
IRS990/PYSalariesCompEmpBnftPaidAmt02000
IRS990/PYTotalExpensesAmt083358
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0103391
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt052080
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/FactsAndCircumstancesTestTxt0Economic Strategy Institute qualifies as a public charity under the "facts and circumstances" test of 1.170A-9(f)(3) of the treasury regulations, based upon the following:Its support, as reported for 2023, is 17.31%, thereby meeting the requirement of 1.170A-9(f)(3)(i).Economic Strategy Institute is organized and operated so as to attract new and additional funding on a continuous basis, thereby meeting the requirement of 1.170A-9(f)(3)(ii). Economic Strategy Institute has recently undertaken significant efforts to attract new and additional public support. Economic Strategy Institute's public support, at 17.31%, is well above the 10% minimum required for the "facts and circumstances" test, thereby meeting the requirement of 1.170A-9(f)(3)(iii). In meeting the requirement of 1.170A-9(f)(3)(i), Economic Strategy Institute has received support from a representative number of persons, rather than receiving all or most of its support from the members of a single family, or from a single donor. Economic Strategy Institute's current fundraising plans are targeted at a broad base of donors. In this respect, Economic Strategy Institute meets the requirement of 1.170A-9(f)(3)(iii)(B).Economic Strategy Institute remains an organization committed to serving the public through its work. Economic Strategy Institute works exclusively to define a new economic agenda by challenging old assumptions and developing integrated, macro/micro economic strategy, to realize the full potential of America's material and human resources. In 2023, Economic Strategy Institute continued its programs and furthered its general research on economic topics of industries, resulting in publications and various forms of communication to educate the public and raise awareness of issues. In this manner, Economic Strategy Institute meets the requirement of 1.170A-9(f)(3)(iii)(D).
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0213865
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0103390
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0146151
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0310741
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0293016
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01067163
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0466
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0466
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.17310
IRS990ScheduleA/PublicSupportPY170Pct00.20950
IRS990ScheduleA/PublicSupportTotal170Amt0184796
IRS990ScheduleA/SubstantialContributorsTotAmt0882367
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0213865
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0103390
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0146151
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0310741
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0293016
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01067163
IRS990ScheduleA/TotalSupportAmt01067629
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
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt044054
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt044054
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt03823
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt03823
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt056010
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0Operating Expense
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt086258
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0Clyde V Prestowitz Jr
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0President
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd00
IRS990ScheduleL/TotalBalanceDueAmt056010
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0An independent accountant prepares the Form 990 and it is reviewed by the president before being filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1All board members are required to report a conflict of interest on an ongoing basis should one arise. The board analyzes each report on a case by case basis. Any decisions involving a conflict, the particular member would be recused from voting on.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Governing documents, conflicts of interest, and financial statements are available to the public upon request. Contact information is available on the Organization's website.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Consultants: Program service expenses 128,485. Management and general expenses 0. Fundraising expenses 0. Total expenses 128,485.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, line 11g
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0DC
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt010867
IRS990/TotalAssetsEOYAmt0709
IRS990/TotalAssetsGrp/BOYAmt010867
IRS990/TotalAssetsGrp/EOYAmt0709
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0213865
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt015114
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0146671
IRS990/TotalFunctionalExpensesGrp/TotalAmt0161785
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0232230
IRS990/TotalLiabilitiesEOYAmt0169992
IRS990/TotalLiabilitiesGrp/BOYAmt0232230
IRS990/TotalLiabilitiesGrp/EOYAmt0169992
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-221363
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-169283
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0146671
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0213865
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt010867
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0709
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt01758
IRS990/TravelGrp/TotalAmt01758
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01672 Knox Ave
IRS990/USAddress/CityNm0Reno
IRS990/USAddress/StateAbbreviationCd0NV
IRS990/USAddress/ZIPCd0895093739
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0www.econstrat.org
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CLYDE V PRESTOWITZ JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum02022954640
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Economic Strategy Institute
ReturnHeader/Filer/BusinessNameControlTxt0ECON
ReturnHeader/Filer/EIN0521653484
ReturnHeader/Filer/PhoneNum02022954640
ReturnHeader/Filer/USAddress/AddressLine1Txt01730 Rhode Island Avenue NW 414
ReturnHeader/Filer/USAddress/CityNm0Washington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020036
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0582487348
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Aprio Advisory Group LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 Rockville Pike Suite 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rockville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020850
ReturnHeader/PreparerPersonGrp/PhoneNum03012316200
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stacy Cullen
ReturnHeader/ReturnTs02025-07-15T16:16:35-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-09-01
ReturnHeader/TaxPeriodEndDt02024-08-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.