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Nonprofit · EIN 47-0635527

ASSOCIATION FOR EVOLUTIONARY ECONOMICS

Tax-exempt · SALISBURY, NC 28144

Financials

$202K$218K2023$183K$200K2024$318K$215K2025
Revenue Expenses · by fiscal year end
Financials of ASSOCIATION FOR EVOLUTIONARY ECONOMICS by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$318,442$214,667$103,775$1,894,733$9,530$1,885,203
December 31, 2024990$182,798$200,021-$17,223$1,643,565$1,049$1,642,516
December 31, 2023990$201,639$217,966-$16,327$1,503,930$1,251$1,502,679
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$11,693
Membership dues
$8,823
Program service revenue
$120,950
Investment income
$185,799
Other revenue
$0

Expenses

Grants and similar amounts paid
$2,250
Other salaries and wages
$52,845
Salaries, compensation and benefits (total)
$66,513
Professional fundraising fees
$0
Accounting fees
$3,628
Program services (functional)
$139,016
Management and general (functional)
$75,651

Balance sheet and other

Total assets, start of year
$1,643,565
Total assets, end of year
$1,894,733
Total liabilities, end of year
$9,530
Net assets, end of year
$1,885,203
Publicly traded securities
$1,862,960
Net assets without donor restrictions
$1,885,203
Gross receipts
$318,442
Employees
2
Year formed
1981
State of legal domicile
NE

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
ERIC HAKESECRETARY/TR
Trustee or director, Officer
1$6,000
WILFRED DOLFSMAPRESIDENT
Officer
–$0
STEPHEN PASCHALLPRESIDENT EL
Trustee or director, Officer
–$0
ALEXANDRA BERNASEKPAST PRESIDE
Trustee or director, Officer
–$0
VALERIE KEPNERBOARD MEMBER
Trustee or director
–$0
ELLEN MUTARIBOARD MEMBER
Trustee or director
–$0
YAN LIANGBOARD MEMBER
Trustee or director
–$0
KAROL GIL-VASQUEZBOARD MEMBER
Trustee or director
–$0
BARBARA HOPKINSBOARD MEMBER
Trustee or director
–$0
SUSAN SCHROEDERBOARD MEMBER
Trustee or director
–$0
DANIELLE GUIZZOINTL DIRECTO
Trustee or director
–$0
990 for the year ended December 31, 2024: 11 people
NameTitleHours / weekCompensation
WILFRED DOLFSMAPRESIDENT
Officer
–$0
STEPHEN PASCHALLPRESIDENT EL
Trustee or director, Officer
–$0
ALEXANDRA BERNASEKPAST PRESIDE
Trustee or director, Officer
–$0
ERIC HAKESECRETARY/TR
Trustee or director, Officer
–$0
VALERIE KEPNERBOARD MEMBER
Trustee or director
–$0
ELLEN MUTARIBOARD MEMBER
Trustee or director
–$0
YAN LIANGBOARD MEMBER
Trustee or director
–$0
KAROL GIL-VASQUEZBOARD MEMBER
Trustee or director
–$0
BARBARA HOPKINSBOARD MEMBER
Trustee or director
–$0
SUSAN SCHROEDERBOARD MEMBER
Trustee or director
–$0
DANIELLE GUIZZOINTL DIRECTO
Trustee or director
–$0
990 for the year ended December 31, 2023: 13 people
NameTitleHours / weekCompensation
ALEXANDRA BERNASEKPRESIDENT
Trustee or director, Officer
–$0
WILFRED DOLFSMAPRESIDENT EL
Officer
–$0
GARY DYMSKIPAST PRESIDE
Trustee or director, Officer
–$0
ERIC HAKESECRETARY/TR
Trustee or director, Officer
–$0
YAN LIANGBOARD MEMBER
Trustee or director
–$0
KAROL GIL-VASQUEZBOARD MEMBER
Trustee or director
–$0
BARBARA HOPKINSBOARD MEMBER
Trustee or director
–$0
SUSAN SCHROEDERBOARD MEMBER
Trustee or director
–$0
DANIELLE GUIZZOINTL DIRECTO
Trustee or director
–$0
LYNNE CHESTERBOARD MEMBER
Trustee or director
–$0
WOLFRAM ELSNERBOARD MEMBER
Trustee or director
–$0
THOMAS KEMPBOARD MEMBER
Trustee or director
–$0
ANNA KLIMINABOARD MEMBER
Trustee or director
–$0

Address and contacts

Address (IRS master file)
2300 W INNES ST, SALISBURY, NC 28144-2441
Principal officer (990 for 2025)
ALEXANDRA BERNASEK
Signed the 990
ERIC HAKE, SECRETARY/TREASURER
Phone
(704) 637-4293
Return prepared by
SHERRILL & SMITH CPAS PA

Mission

THE PRIMARY PURPOSE OF THE ORGANIZATION IS TO FOSTER THE EVOLUTION OF ECONOMIC THOUGHT AND STUDY AND TO PROMOTE THE DEVELOPMENT AND USE OF A BROADER, MORE HOLISTIC FRAMEWORK FOR ANALYSIS OF THE ECONOMY.

990 for the year ended December 31, 2025

Program accomplishments

  • THE ORGANIZATION PUBLISHES AND DISTRIBUTES THE JOURNAL OF ECONOMIC ISSUES, A SCHOLARLY AND EDUCATIONAL COLLECTION OF RESEARCH PAPERS, ARTICLES, AND BOOK REVIEWS FOCUSING ON THEORETICAL AND APPLIED INSTITUTIONAL ECONOMICS AND RELATED ISSUES. THE JOURNAL IS PUBLISHED QUARTERLY AND DISTRIBUTED TO MORE THAN 375 MEMBERS AND MORE THAN 950 LIBRARIES THROUGHOUT THE WORLD.
    Expenses $139,016 · grants $2,250 · revenue $120,950

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
47-0635527
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1981
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,894,733
Income (IRS master file)
$318,442

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$318,442$214,667$1,894,733XML
990December 2024$182,798$200,021$1,643,565IRS
990December 2023$201,639$217,966$1,503,930XML
990December 2022$134,297$113,797$1,380,967IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-0635527).

Questions about ASSOCIATION FOR EVOLUTIONARY ECONOMICS

What is the EIN of ASSOCIATION FOR EVOLUTIONARY ECONOMICS?
The employer identification number (EIN) of ASSOCIATION FOR EVOLUTIONARY ECONOMICS is 47-0635527.
Is ASSOCIATION FOR EVOLUTIONARY ECONOMICS tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
Are donations to ASSOCIATION FOR EVOLUTIONARY ECONOMICS tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does ASSOCIATION FOR EVOLUTIONARY ECONOMICS file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of ASSOCIATION FOR EVOLUTIONARY ECONOMICS due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ASSOCIATION FOR EVOLUTIONARY ECONOMICS last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of ASSOCIATION FOR EVOLUTIONARY ECONOMICS?
The 990 for the year ended December 31, 2025 names ALEXANDRA BERNASEK.
Who are the officers and directors of ASSOCIATION FOR EVOLUTIONARY ECONOMICS?
The 990 for the year ended December 31, 2025 lists 11 people; 1 received compensation from the organization, the highest $6,000 (ERIC HAKE, SECRETARY/TR).
How much revenue does ASSOCIATION FOR EVOLUTIONARY ECONOMICS have?
On its 990 for the year ended December 31, 2025 it reported revenue of $318,442, expenses of $214,667 and total assets of $1,894,733 at year end.

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