2026-07-15T18:31:59-05:00 2025-08-31 333709623 COHNREZNICK ADVISORY LLC 14 SYLVAN WAY PARSIPPANY NJ 070543801 990 2024-09-01 822903153 HETERODOX ACADEMY HETE 3478601206 82 NASSAU STREET 646 NEW YORK NY 10038 MICHAEL REGNIER EXECUTIVE DIRECTOR 3478601206 2026-07-15 1 1 JOLANTA TUCK P01340068 9732283500 2026-07-15 2024 2025-03-06 01:10:19Z MICHAEL REGNIER 82 NASSAU STREET 646 NEW YORK NY 10038 5686403 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. 9 9 24 222 0 0 9133152 5409961 162602 172738 66775 95300 42046 8404 9404575 5686403 43042 23048 0 0 2387159 3194993 0 0 527133 2460359 2524520 4890560 5742561 4514015 -56158 7593845 7350153 1043026 855492 6550819 6494661 TO IMPROVE THE QUALITY OF RESEARCH AND EDUCATION IN UNIVERSITIES BY INCREASING OPEN INQUIRY, VIEWPOINT DIVERSITY, AND CONSTRUCTIVE DISAGREEMENT. 0 0 3650892 23048 181142 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. 3650892 1 1 0 1 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 X 60 0 1 24 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 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 FRANK LAUKIEN TRUSTEE 2.00 X 0 0 0 JEFFREY FLIER TRUSTEE 2.00 X 0 0 0 JONATHAN HAIDT CHAIR OF THE BOARD, TRUSTEE 2.00 X X 0 0 0 JONATHAN RAUCH TRUSTEE 2.00 X 0 0 0 KATE SMITH TRUSTEE 2.00 X 0 0 0 KATHLEEN O'CONNOR TRUSTEE 2.00 X 0 0 0 LIZ JOYNER 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 535630 0 43076 MICHAEL REGNIER EXECUTIVE DIRECTOR, BOARD SECRETARY 40.00 X 254553 0 11314 ALEXANDER R ARNOLD DIRECTOR OF RESEARCH 40.00 X 119680 0 22804 MALIK PEACOCK ADVANCEMENT MANAGER 40.00 X 104368 0 14415 MARTHA MCCAUGHEY DIRECTOR OF MEMBER & CAMPUS ENGAGEMENT 40.00 X 125774 0 5531 NICOLE BARBARO SIMOVSKI DIRECTOR OF COMMUNICATIONS 40.00 X 139923 0 50180 1279928 0 147320 6 0 1 0 0 5409961 5409961 CONFERENCE 611430 172738 172738 172738 95140 95140 160 0 160 160 160 2573 0 2573 2573 REBATE 900099 5831 5831 5831 5686403 181142 0 95300 X 23048 23048 864578 541386 258585 64607 1841949 1131162 573142 137645 61718 50091 7015 4612 257619 209086 29282 19251 169129 137266 19224 12639 20063 20063 165213 165213 866413 468465 244316 153632 156746 71553 73723 11470 216298 159344 47891 9063 219748 136244 39554 43950 120412 20503 37400 62509 710499 702744 7755 13191 13191 33937 33937 2000 2000 5742561 3650892 1564536 527133 311237 299318 2625858 3548444 4110102 3164289 95993 97093 63669 41636 33419 22033 324223 150942 93013 68034 7593845 7350153 280993 265436 437046 436657 324987 153399 1043026 855492 X 1412168 2208818 5138651 4285843 6550819 6494661 7593845 7350153 -56158 0 X 0 1 X 1 0 X 2705791 4145007 2964256 9133152 5409961 24358167 2705791 4145007 2964256 9133152 5409961 24358167 11003774 13354393 162 141 9010 66450 95140 170903 126825 28229 7307 42026 5831 210218 24739288 337913 0.53980 0.54430 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2020 AMOUNT: $ 126,825. 2021 AMOUNT: $ 28,229. 2022 AMOUNT: $ 7,307. 2023 AMOUNT: $ 10,121. REBATE - 2023 AMOUNT: $ 31,905. 2024 AMOUNT: $ 5,831. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5340 5340 3650892 3656232 332812 83203 0 0 63669 41636 22033 22033 LEASE LIABILITY 153399 153399 X 5487231 -199172 -199172 5686403 0 5686403 5543389 0 5543389 199172 199172 5742561 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, 2025 AND 2024, 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: EVENT EXPENSE -199,172. PART XII, LINE 4B - OTHER ADJUSTMENTS: EVENT EXPENSE 199,172. 1 GRANTS 7 23048 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 458380 0 77250 0 0 0 17500 0 25576 0 578706 0 0 0 MICHAEL REGNIER EXECUTIVE DIRECTOR, BOARD SECRETARY 212753 0 41800 0 0 0 11314 0 0 0 265867 0 0 0 NICOLE BARBARO SIMOVSKI DIRECTOR OF COMMUNICATIONS 130001 0 9922 0 0 0 7127 0 43053 0 190103 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 V, 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 24 EMPLOYEES WHO RECEIVE W-2S THROUGH THE PEO PAYMASTER. 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 INTEREST 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 IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 468,465. MANAGEMENT AND GENERAL EXPENSES 244,316. FUNDRAISING EXPENSES 153,632. TOTAL EXPENSES 866,413.