CHARLES KOCH INSTITUTE Charity Report

Public IRS 990 nonprofit record

CHARLES KOCH INSTITUTE

EIN 27-4967732 · Higher Education (B40)

What they do

INSPIRED BY A RECOGNITION THAT FREE PEOPLE ARE CAPABLE of EXTRAORDINARY THINGS, STAND TOGETHER FELLOWSHIPS SUPPORTS EDUCATIONAL PROGRAMS and DIALOGUE to ADVANCE THESE PRINCIPLES, CHALLENGE CONVENTION, and ELIMINATE BARRIERS THAT STIFLE CREATIVITY and PROGRESS.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $79.30 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders11 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

28.40%of revenue went to mission work79.3% of expenses · Program services

$35.80spent for every $100 of revenueRevenue covered expenses this year.

7.40%of revenue went to management and office costs20.7% of expenses

$149.58in assets for every $1 spent this yearSome assets cannot be spent right away.

67.2%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $242,859 for HUGH CHERRY (MANAGING DIRECTOR). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$8,326,158

Mission workProgram services$2,364,77828.40% of revenue79.3% of expenses

ManagementOffice and general costs$616,1827.40% of revenue20.7% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$5,345,19864.20% of revenueShown in gray on the chart

Total expenses$2,980,96035.80% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 79.3% mission · 20.7% management · 0.0% fundraisingTotal expenses: 35.80% of revenue

2023Expense mix: 77.2% mission · 22.8% management · 0.0% fundraisingTotal expenses: 296.58% of revenue

2022Expense mix: 66.4% mission · 33.6% management · 0.0% fundraisingTotal expenses: 286.41% of revenue

2021Expense mix: 95.0% mission · 5.0% management · 0.0% fundraisingTotal expenses: 3,305.93% of revenue

2020Expense mix: 95.2% mission · 4.8% management · 0.0% fundraisingTotal expenses: 596.60% of revenue

2019Expense mix: 76.5% mission · 23.5% management · 0.0% fundraisingTotal expenses: 71.38% of revenue

2018Expense mix: 89.9% mission · 10.1% management · 0.0% fundraisingTotal expenses: 42.19% of revenue

2017Expense mix: 90.3% mission · 9.7% management · 0.0% fundraisingTotal expenses: 50.59% of revenue

Money in and money out

Revenue$8,326,158

Expenses$2,980,960

Annual surplus $5,345,198 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$2,364,778 · 79.3% of expenses

Management and office costs$616,182 · 20.7% of expenses

See all reported dollar amounts

Revenue$8,326,158

Expenses$2,980,960

Assets$445,902,132

Income$8,326,158

Contributions$5,595,344

Mission work (program services)$2,364,778

Grants given$98,950,792

Average grant$207,444

Management and general$616,182

Accounting fees$36,094

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

HUGH CHERRYMANAGING DIRECTOR · 50 hrs/week $242,859Base $208,304 · Other $34,555

ANDREW DELMEGEDIRECTOR, EDUCATION · 50 hrs/week $171,093Base $132,643 · Other $38,450

JASON HUGHEYSENIOR MANAGER, SCALED EDUCATION · 50 hrs/week $144,550Base $125,421 · Other $19,129

LEE SIMMONSSENIOR RECRUITER · 50 hrs/week $125,677Base $118,518 · Other $7,159

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (11)

HUGH CHERRYMANAGING DIRECTOR

ANDREW DELMEGEDIRECTOR, EDUCATION

JASON HUGHEYSENIOR MANAGER, SCALED EDUCATION

LEE SIMMONSSENIOR RECRUITER

BRIAN HOOKSDIRECTOR

CHARLES CHASE KOCHDIRECTOR/CHAIRMAN

DALE GIBBENSDIRECTOR/EXECUTIVE VP

DAVE ROBERTSONDIRECTOR

DEREK JOHNSONEXECUTIVE DIRECTOR

HENRICH HEUERTREASURER

WESTON EDWARDSSECRETARY

About this charity

Recognized since: January 2011
Location: 4201 Wilson Blvd 0800, ARLINGTON, VA 22203
County: Arlington
In care of: DEREK JOHNSON
Primary officer: DEREK JOHNSON, EXECUTIVE DIRECTOR

How to reach them

WebsiteVisit the charity’s website Phone(703) 214-7118

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: FORVIS MAZARS LLP
NTEE classification: Higher Education (B40)
IRS tax category: Higher Education
Grant-giving organization: Yes