2025-07-15T16:52:53-05:00 2024-08-31 333709623 COHNREZNICK ADVISORY LLC 14 SYLVAN WAY PARSIPPANY NJ 070543801 990 2023-09-01 822903153 HETERODOX ACADEMY HETE 3478601206 82 NASSAU STREET 646 NEW YORK NY 10038 MICHAEL REGNIER EXECUTIVE DIRECTOR 3478601206 2025-07-15 1 1 LAURA KIELCZEWSKI P00740769 9732283500 2025-07-15 2023 2025-03-06 01:10:19Z MICHAEL REGNIER 82 NASSAU STREET 646 NEW YORK NY 10038 9404575 0 X WWW.HETERODOXACADEMY.ORG X 2017 DC TO IMPROVE THE QUALITY OF RESEARCH AND EDUCATION IN UNIVERSITIES BY INCREASING OPEN INQUIRY, VIEWPOINT DIVERSITY, AND CONSTRUCTIVE DISAGREEMENT. 6 6 0 210 0 0 2964256 9133152 0 162602 9010 66775 7307 42046 2980573 9404575 6178 43042 0 0 1515885 2387159 0 0 744561 873606 2460359 2395669 4890560 584904 4514015 2673674 7593845 636870 1043026 2036804 6550819 TO IMPROVE THE QUALITY OF RESEARCH AND EDUCATION IN UNIVERSITIES BY INCREASING OPEN INQUIRY, VIEWPOINT DIVERSITY, AND CONSTRUCTIVE DISAGREEMENT. 0 0 3381841 43042 202648 COSTS ASSOCIATED WITH INCREASING PUBLIC AWARENESS, PROVIDING TOOLS AND RESOURCES, AND SUPPORTING COMMUNITIES OF PRACTICE THAT ADVANCE OPEN INQUIRY, VIEWPOINT DIVERSITY, AND CONSTRUCTIVE DISAGREEMENT ON COLLEGE AND UNIVERSITY CAMPUSES. 3381841 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 32 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 NY X X MICHAEL REGNIER 3478601206 82 NASSAU STREET 646 NEW YORK NY 10038 JEFFREY FLIER TRUSTEE 2.00 X 0 0 0 JONATHAN HAIDT CHAIR OF THE BOARD, TRUSTEE 2.00 X X 0 0 0 KATE SMITH TRUSTEE 2.00 X 0 0 0 KATHLEEN O'CONNOR TRUSTEE 2.00 X 0 0 0 STEVEN LAUB TREASURER, TRUSTEE 2.00 X X 0 0 0 TONY BANOUT TRUSTEE 2.00 X 0 0 0 JOHN TOMASI PRESIDENT 40.00 X 482922 0 46151 MICHAEL REGNIER EXECUTIVE DIRECTOR, BOARD SECRETARY 40.00 X 230468 0 6185 NICOLE BARBARO SIMOVSKI DIRECTOR OF COMMUNICATIONS, MARKETING, AND EVENTS 40.00 X 146384 0 21487 859774 0 73823 3 0 1 0 0 9133152 9133152 CONFERENCE 611430 162602 162602 162602 66450 66450 325 0 325 325 325 REBATE 900099 31905 31905 10141 10141 42046 9404575 204648 0 66775 X 43042 43042 841818 521927 151526 168365 1155636 716494 208015 231127 13163 8161 2369 2633 250426 155264 45078 50084 126116 78192 22701 25223 14738 14738 107187 107187 610597 348142 96834 165621 112409 66059 19178 27172 104611 64859 18830 20922 200363 124225 36065 40073 411177 386135 11862 13180 526173 526173 6077 6077 23556 23556 SPECIAL EVENT EXPENSES 339364 339364 GRANT ADMINISTRATION 3305 3305 802 499 142 161 4890560 3381841 764158 744561 1916759 311237 563071 2625858 73510 4110102 94005 95993 61863 28444 1351 33419 324223 24978 93013 2673674 7593845 135784 280993 501086 437046 0 324987 636870 1043026 X 1463047 1412168 573757 5138651 2036804 6550819 2673674 7593845 4514015 0 X 0 1 X 1 0 X 2098510 2705791 4145007 2964256 9133152 21046716 2098510 2705791 4145007 2964256 9133152 21046716 9419005 11627711 14351 162 141 9010 66450 90114 20803 126825 28229 7307 42026 225190 21362020 162602 0.54430 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2019 AMOUNT: $ 20,803. 2020 AMOUNT: $ 126,825. 2021 AMOUNT: $ 28,229. 2022 AMOUNT: $ 7,307. 2023 AMOUNT: $ 10,121. REBATE - 2023 AMOUNT: $ 31,905. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 61863 28444 33419 33419 LEASE LIABILITY 324987 324987 X 9069347 -335228 -335228 9404575 0 9404575 4555332 0 4555332 335228 335228 4890560 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS ALSO EXEMPT FROM STATE AND LOCAL TAXES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT, AS OF AUGUST 31, 2024 AND 2023, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION FILES FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, WITH THE INTERNAL REVENUE SERVICE ("IRS") ANNUALLY. THE ORGANIZATION'S FORM 990 FROM THE YEAR ENDED 2021 REMAIN ELIGIBLE FOR EXAMINATION BY THE IRS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE -335,228. PART XII, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 335,228. 1 GRANTS 9 7200 STEM GRANT 4 35842 PART I, LINE 2: THE ORGANIZATION ENTERS INTO GRANT AGREEMENTS WITH ALL GRANT RECIPIENTS. X 1 1 X X X 0 0 0 0 0 0 0 1 0 JOHN TOMASI PRESIDENT 392948 0 75000 0 14974 0 9990 0 36161 0 529073 0 0 0 MICHAEL REGNIER EXECUTIVE DIRECTOR, BOARD SECRETARY 196333 0 34000 0 135 0 5959 0 226 0 236653 0 0 0 NICOLE BARBARO SIMOVSKI DIRECTOR OF COMMUNICATIONS, MARKETIN 136151 0 10125 0 108 0 4275 0 17212 0 167871 0 0 0 PART I, LINE 1A THE ORGANIZATION PROVIDES A HOUSING ALLOWANCE FOR THE CEO. THIS AMOUNT IS CONSIDERED TO BE TAXABLE INCOME TO THE INDIVIDUAL AND IS INCLUDED ON THEIR W-2. AS SUCH, THIS ALLOWANCE IS ALSO INCLUDED ON PART II, COLUMN B(III). PART I, LINE 7 THE ORGANIZATION PROVIDED NON-FIXED, PERFORMANCE-BASED BONUSES TO CERTAIN OFFICERS AND KEY EMPLOYEES DURING THE TAX YEAR. THESE BONUSES WERE AWARDED BASED ON THE ACHIEVEMENT OF INDIVIDUAL AND ORGANIZATIONAL PERFORMANCE GOALS ESTABLISHED BY THE BOARD OF DIRECTORS OR THE COMPENSATION COMMITTEE. ALL BONUS PAYMENTS WERE APPROVED BY THE BOARD OR AN AUTHORIZED COMMITTEE FOLLOWING A REVIEW OF PERFORMANCE AGAINST ESTABLISHED BENCHMARKS. THE ORGANIZATION BELIEVES THAT SUCH INCENTIVE COMPENSATION IS NECESSARY TO ATTRACT AND RETAIN QUALIFIED LEADERSHIP AND ALIGNS WITH BEST PRACTICES IN NONPROFIT EXECUTIVE COMPENSATION. FORM 990, PART VI, SECTION B, LINE 11B BOARD REVIEWS THE FORM 990, AND COMMENTS ARE DIRECTED TO THE EXECUTIVE DIRECTOR FOR INCORPORATION INTO THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS MONITORED BY DISCUSSING IT YEARLY AND REQUESTING A CONFLICT OF INTEEST DOCUMENT TO BE SIGNED EVERY YEAR. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF TOP MANAGEMENT INCLUDES A REVIEW BY THE BOARD OF DIRECTORS. COMPENSATION OF OFFICERS AND KEY EMPLOYEES INCLUDES A REVIEW BY THE BOARD CHAIR. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, LINE 2A: THE ORGANIZATION USES A PROFESSIONAL EMPLOYER ORGANIZATION (PEO) FOR THE FILING OF FORMS W-2. AS SUCH, THE ORGANIZATION ITSELF DOES NOT ISSUE ANY FORMS W-2 USING ITS EIN. THE ORGANIZATION DOES, HOWEVER, HAVE 20 EMPLOYEES WHO RECEIVE W-2S THROUGH THE PEO PAYMASTER. FORM 990, PART IX, LINE 11G OTHER FEES: PROGRAM SERVICE EXPENSES 229,267. MANAGEMENT AND GENERAL EXPENSES 66,560. FUNDRAISING EXPENSES 73,957. TOTAL EXPENSES 369,784. CONSULTANTS: PROGRAM SERVICE EXPENSES 118,875. MANAGEMENT AND GENERAL EXPENSES 30,274. FUNDRAISING EXPENSES 91,664. TOTAL EXPENSES 240,813.