INSTITUTE FOR POLICY STUDIES 2012 ANNUAL REPORT TABLE OF CONTENTS

Letter from the Board Chair and Director...... 3

Our Mission...... 4

Our Partnerships...... 5

IPS Accomplishments in 2012...... 6

IPS in the Media...... 10

New IPS Books...... 11

Financial Statements...... 12

Staff...... 13

Connect with IPS...... 14

Thank You...... 15

Sustaining Our Work...... 19

IPS Annual Report 2 LETTER FROM THE BOARD CHAIR AND DIRECTOR

Dear Friends of IPS,

In our 50th year of turning ideas into action, the Institute for Policy Studies can appreciate that accomplishing real progressive change is a long-term challenge. As we address the issues of the day, we always ensure that our immediate objectives move us closer towards transformative change.

In 2012, our work centered on ending extreme inequality, developing alternative economic frameworks, empowering communities, laying the groundwork for a more sustainable economy and safer environment, and supporting smarter priorities at home and abroad. We also continued to serve as a critical advocate for U.S. engagement with the world based on human rights and international law while cultivating the next generation of public scholars.

We are proud of the role the Institute for Policy Studies plays in changing the conversation on inequality, climate change, and the Middle East. And we would like to express our gratitude to all of you who have made us strong.

E. Ethelbert Miller John Cavanagh IPS Board Chair Director

IPS Annual Report 3 OUR MISSION

The Institute for Policy Studies is a community of public scholars and organizers linking peace, justice, and the environment in the and globally.

We work with social movements to promote democracy and challenge concentrated wealth, corporate influence, and military power. Our overarching goal is to illuminate and speed the transition from a militarized and speculative economy to a green, caring, and peaceful Main Street economy.

IPS Annual Report 4 OUR PARTNERSHIPS

“For half a century IPS has been an invaluable source of research and inquiry, ideas and programs, and a base for activism over a very broad range. In many dimensions, the country has become more civilized over these years, and IPS deserves a large part of the credit for these achievements. —Noam Chomsky

From our start in 1963, the Institute’s overall theory of change has stemmed from our belief that powerful social movements equipped with good ideas are the catalysts for positive transformation.

That is why a cornerstone of our work is supporting dynamic movements. IPS is proud of our strong partnerships with emerging progressive forces, such as the National Domestic Workers Alliance, the US Campaign to End Israeli Occupation, and 350.org. IPS works strategically with these groups and others.

We strengthen progressive movements in four key ways:

• We conduct research and create educational tools that bolster social movements and expand their base.

• We cross-link our partners with other social movements that challenge excessive corporate power and offer positive, sustainable, and alternative visions.

• We catalyze connections and develop collaborative strategies between grassroots-based organizations and local, state, and national policymakers.

• We build communications infrastructure that amplifies the voices of our own public scholars and other vital perspectives.

IPS Annual Report 5 IPS ACCOMPLISHMENTS IN 2012 ENDING EXTREME INEQUALITY Documenting Executive Excess: For two decades, IPS has shone a spotlight on the scourge of runaway CEO pay. In 2012, our 19th yearly Executive Excess report exposed the many ways ordinary taxpayers subsidize excessive executive compensation. Assessing Congressional Performance on Inequality: IPS produced the first-ever Congressional report card on inequality in 2012. We also created an interactive map with members’ grades and a link that empowers voters to contact their members of Congress to share their views on this key issue.

LEVERAGING IDEAS FROM A NEXT GENERATION OF PUBLIC SCHOLARS Transforming Care: Social worker Tiffany Williams, the Institute’s Break the Chain Campaign director, is a key organizer of the new Caring Across Generations movement. This campaign aims to transform long-term home-based care for both workers and consumers.

In 2012, Tiffany began convening a new working group of high-profile national worker and immigrant rights organizations to work on the overlooked abuses of temporary workers by foreign labor recruiters, focusing on care workers like au pairs and domestic workers recruited by diplomats.

Mentoring Young Voices: In 2012, Javier Rojo joined IPS as our first New Mexico Fellow. We established this fellowship to mentor young organizers and scholars from the state of New Mexico.

Soon after he arrived at the Institute, Javier wrote a blog post on the impact of the Latino vote on the presidential election that garnered substantial social media attention. Several prominent progressive online outlets ran his work.

Launching the IPS NextGen Intern Program: IPS launched its NextGEN program in 2012 to prepare young scholars and activists to take over the progressive movement. NextGEN is a youth- driven program led by intern coordinator Emily Norton that addresses media, activism, and organizing.

Through intergenerational workshops, our youth are able to refine their ideas but will also be able to teach our staff how to reframe their own work to resonate with the next generation of scholars and activists.

IPS Annual Report 6 EMPOWERING COMMUNITIES

Caring Across Generations: IPS helped launch the Caring Across Generations campaign. This endeavor has unified 200 groups behind a bold plan to create two million quality jobs and transform affordable care for seniors and people with disabilities.

Tracking Genuine Progress in Maryland: Maryland is the first state in the country to adopt an alternative to Gross Domestic Product (GDP), the dominant economic indicator. The Genuine Progress Indicator (GPI) encapsulates other factors to more accurately assess a community’s overall well-being, economic health, and environmental sustainability. IPS partners with civil society groups, academics, and governmental officials in Maryland, as well as in other states and countries, to build support for this new yardstick.

Building Leadership Skills of Human Trafficking Survivors: The Institute’s Break the Chain Campaign is helping coordinate a national effort to educate and empower domestic workers who have survived human trafficking.

LAYING THE GROUNDWORK FOR A MORE SUSTAINABLE ECONOMY AND SAFER ENVIRONMENT

Fighting for Climate Justice: To help ensure that climate justice advocates and activists can engage effectively in critical debates, institution-building and policy-making on climate finance, IPS piloted an online course on private climate finance in 2012. It drew participants from the climate justice movement on every continent.

Flagging Nuclear Dangers: Our study regarding the mismanagement of the national stockpile of uranium-233 appeared in the Princeton University peer-reviewed publication Science and Global Security. The report drew the attention of Senate Majority Leader, Harry Reid (D-NV), who blocked the Energy Department’s plan to ship this highly radioactive and bomb-grade waste to a Nevada landfill.

Encouraging a Military Transition: IPS launched a pilot project in Lynn, Massachusetts, to demonstrate that communities dependent on military contracting can break this dependency by creating a new and sustainable economic base from the renewable energy industry.

IPS Annual Report 7 SUPPORTING SMARTER PRIORITIES AT HOME AND ABROAD Building a Broader Vision of U.S. Engagement with the World: In 2012, the Institute’s Foreign Policy In Focus project helped convene over 140 demonstrations in 43 countries in support of cutting military spending across the globe and boosting investments in human needs. FPIF’s Pacific Pivot series helped the peace movement sharpen its messaging on the militarization of the Asia-Pacific region and the slow- burning U.S.-China Cold War.

Pioneering a New Community Model: IPS is pioneering regional systems of community resilience, starting in New England. In 2012, we brought together community-level transition and resilience initiatives from five New England states. More than 70 people representing 32 communities discussed ways the communities could work together and support and learn from one another.

Documenting Miami-Havana Politics: IPS Fellow and award-winning director Saul Landau released his new documentary “Will the Real Terrorist Please Stand Up” to audiences around the world.

The film embarks on an in-depth exploration of Miami-Havana politics through the story of the Cuban 5, a group of spies sent by the Castro government to infiltrate right-wing terrorist organizations in Miami. When the spies turned over evidence of US-based terrorism to the FBI, they themselves were arrested, tried, and convicted in Florida courts while the confessed anti- Castro terrorists live freely in Florida. The film was featured at multiple film festivals in 2012, including the 15th Annual United Nations Film Festival.

Raising the Profile of New Local and Global Leaders: IPS hosted the 36th annual Letelier-Moffitt Human Rights Awards ceremony in the names of Orlando Letelier and Ronni Karpen Moffitt, two IPS colleagues who were assassinated in 1976 by agents of dictator Augusto Pinochet.

Actor Danny Glover presented the 2012 domestic award to City Life/Vida Urbana, a Boston-based community organization fighting the foreclosure crisis. Camila Vallejo accepted the international award on behalf of Chilean students organizing to win a universal right to a quality education. IPS Fellow and human rights activist Saul Landau congratulated Vallejo, who described as “a global symbol of youthful struggle against official injustice.”

IPS Annual Report 8 DEVELOPING ALTERNATIVE ECONOMIC FRAMEWORKS

Exposing the “Fix the Debt” Campaign: We began releasing a series of reports that exposed this corporate lobby front and its harmful pro-austerity agenda. Packed with many of the nation’s most-overpaid CEOs, Fix the Debt advocates slashing Social Security and Medicare benefits while ladling out more corporate tax breaks.

Coordinating the New Economy Working Group: A partnership between IPS, YES! Magazine, the Living Economies Forum, the University of Maryland’s Democracy Collaborative, and the New Economy Coalition also includes thought leaders like David Korten, Gar Alperovitz, and Van Jones.

In 2012, we organized a dozen New Economy Transition discussion webinars and helped the NEWGroup identify, frame, and develop transition strategies for over 100 policymakers, academics, and grassroots organizations working on various aspects of the new economy.

Debunking the Austerity Narrative: In 2012, IPS released our second common-sense and silo- crossing report challenging the prevailing conventional wisdom that distorts spending priorities. We explained how our nation is not broke and can afford to eliminate most of the budget deficit while making the United States more equitable, green, and secure.

Advancing a New Tax on Financial Speculation: IPS is a key player in U.S. and international campaigns to win support for a tiny tax on all sales of stock, bonds, and derivatives. This innovation can discourage short-term speculation while generating massive revenues for public goods. In 2012, IPS led a successful effort to organize financial professionals who support such taxes.

“ It’s always a challenge to find smart, insightful analysis that challenges the institutional biases and conventional wisdom that dominates policy discussions in Washington. Thankfully, for the past 50 years IPS has been able to step forward to fill this critical role. When it comes to breaking the mold and proposing bold ideas that promote jobs, justice, and peace – IPS is second to none. —Representative

IPS Annual Report 9 IPS IN THE MEDIA Making news can save the world, one idea at a time. From the BBC to Democracy Now!, from The Nation to , IPS makes — and disseminates — news all over the globe. Our Communications Team taps Twitter, Facebook, and other social media to reach out to traditional and new audiences.

Emira Woods, an IPS foreign policy expert, helped debunk the viral Kony 2012 video. When the heavily hyped “Stop Kony” campaign threatened to trigger a new wave of military intervention in Uganda by the United States and other forces, Emira made a March 8, 2012 appearance on the PBS NewsHour to provide historical context and allow cooler heads to prevail.

Sam Pizzigati, an IPS Associate Fellow, spurred France’s president to try to raise taxes on the rich. When Sam’s “maximum wage” article ran in an edition of Le Monde Diplomatique, at least one reader was convinced: François Hollande. One of Hollande’s first actions as president was introducing a 75 percent tax rate on France’s super-rich. France’s high court later threw out the tax on technical grounds, but Hollande’s administration is still trying to make it work.

IPS drug policy expert Sanho Tree turns tweets into headlines. For example, his tweets on some radical language tucked discreetly into a bland speech Mexican President Felipe Calderón delivered at the United Nations led Al-Jazeera to run an entire feature story on September 28, 2012 that heralded a possible sea change in Mexico’s drug war policy.

On September 15, just three days after the attack on the U.S. consular outpost in Benghazi that led to the death of U.S. Ambassador Chris Stevens and two CIA contractors, IPS fellow Phyllis Bennis once again appeared on the MSNBC show “UP With Chris Hayes.” Even before Benghazi became the cornerstone of Republican assaults on the Obama administration, Phyllis was reminding us all that “this wasn’t about us” — and that perhaps not everyone in Libya or even in Benghazi felt they were being “liberated” by the U.S.- NATO bombing.

IPS Annual Report 10 IPS global economy expert Sarah Anderson appeared on CNBC on August 16, 2012 to discuss the Institute’s Executive Excess report, which also garnered coverage in , The New York Times, and The Washington Post.

Robert Alvarez, IPS nuclear policy expert, held the government to account in The New York Times. The nation’s paper of record dedicated an entire article on September 23, 2012 to Alvarez’s report on the dangers posed by a nuclear waste product called Uranium 233.

John Cavanagh, the Institute’s director, zeroed in on the progressive conversation we need in President Obama’s second term. In an essay that appeared in the December 17, 2012 edition of The Nation, Cavanagh joined with Robin Broad to declare: “It’s the New Economy, Stupid.” In their article, Cavanagh and Broad noted that “efforts to reduce unemployment and curb inequality must be considered alongside urgent threats to the environment and democracy.”

OtherWords Managing Editor Emily Schwartz Greco ramped up the appearance of IPS bylines in newspaper op-ed pages across the nation. Commentaries written by the Institute’s public scholars appeared at least 750 times in U.S. newspapers in 2012 through our OtherWords editorial service. The Institute also published op-eds in many other outlets through additional channels, including the , the Dayton Daily News, and the Las Vegas Sun.

NEW IPS BOOKS

Chuck Collins Phyllis Bennis 99 to 1: How Wealth Inequality Understanding the Palestinian-Israeli is Wrecking the World and Conflict: A Primer What We Can Do About It Olive Branch Press, updated edition, 2012 Berrett-Koehler, 2012

John Feffer Sam Pizzigati Crusade 2.0: The West’s The Rich Don’t Always Win Resurgent War on Islam Seven Stories Press, 2012 City Lights, 2012

IPS Annual Report 11 FINANCIAL ACTIVITY 2012 INCOME 2012 EXPENSES Grants (59%) Program (87%) $2,220,938 $3,095,576

Contributions (28%) Fundraising (4%) $1,049,954 $152,547

Other Income (13%) Administration (9%) $502,418 $310,365 FINANCIAL POSITION DECEMBER 31, 2012 AND 2011 Assets 2012 2011 Cash and cash equivalents $304,184 $95,524 Contributions and grants receivable $174,829 $883,217 Other receivables $22,063 $6,977 Investments $1,602,907 $822,175 Prepaid expenses and deposits $61,758 $67,138 Property and equipment, net $81,708 $56,745 Artwork $15,900 $15,900

Total assets $2,263,349 $1,947,676

Liabilities and Net Assets Liabilities Accounts payable $98,429 $105,889 Accrued vacation $38,597 $75,814 Annuity liability $149,781 $47,377 Capital lease obligation $77,600 $36,644 Deferred rent liability $32,062 $29,894

Total liabilities $396,469 $295,618

Net Assets Unrestricted $1,022,872 $617,380 Temporarily restricted $844,008 $1,034,678

Total net assets $1,866,880 $1,652,058

Total liabilities and net assets $2,263,349 $1,947,676

IPS Annual Report 12 STAFF Sarah Anderson, Global Economy Project Director Miriam Pemberton, Research Fellow, Green Security Angelique Been, Development Director Project Phyllis Bennis, New Internationalism Project Director Rachel Queirolo, Development Associate Greg Buckland, Jamaica Plain Forum Coordinator Matias Ramos, Carol Jean and Edward F. Newman Sarah Byrnes, Economic Justice Organizer Fellow John Cavanagh, Director Marcus Raskin, PATHS Project Director Chuck Collins, Inequality and the Common Good Janet Redman, Co-Director, Sustainable Energy and Project Director Economy Network Karen Dolan, Economic Hardship Reporting Project Javier Rojo, New Mexico Fellow Director Emily Schwartz Greco, OtherWords Managing Editor John Feffer, Co-Director, Foreign Policy In Focus Sanho Tree, Drug Policy Project Director Netfa Freeman, Events Coordinator LaShawn Walker, Operations Associate Saul Landau, Cuba Film Project Director Tiffany Williams, Break the Chain Campaign Project Lacy MacAuley, Media Manager Director Emily Norton, Office Administrator and Intern Emira Woods, Co-Director, Foreign Policy In Focus Coordinator Daphne Wysham, Co-Director, Sustainable Energy and Noel Ortega, New Economy Working Group Economy Network Coordinator Joy Zarembka, Associate Director BOARD OF TRUSTEES ASSOCIATE FELLOWS E. Ethelbert Miller, Chair Robert Alvarez Saul Landau, Vice Chair Salvatore Babones Andy Shallal, Treasurer Ajamu Baraka Lewis Steel, General Counsel Beverly Bell Sarah Anderson, Secretary Sarah Browning Harry Belafonte Martha Burk Robert Borosage Tim Butterworth John Cavanagh Ron Carver James Early Steve Cobble Barbara Ehrenreich Bill Fletcher Jodie Evans Antonia Juhasz Lisa Fuentes Scott Klinger Sarita Gupta David Korten Katrina vanden Heuvel Carl LeVan Larry Janss Jerry Mander Marcus Raskin Firoze Manji Burke Stansbury Ben Manski Lael Parish In Loving Memory Manuel Pérez-Rocha Elsbeth Bothe (1927 – 2013) Sam Pizzigati Trustees Emeritus Oscar Reyes Harriet Barlow Caleb Rossiter Ralph Estes Osagyefo Uhuru Sekou Frances “Sissy” Farenthold Adil E. Shamoo Nancy Lewis Peter Weiss IPS Annual Report 13 CONNECT WITH IPS facebook.com/InstituteForPolicyStudies

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“ In this era of complacency, cowardice and collusion from most of the media, IPS is a blessing. More important, it’s a remedy. —Mike Farrell, activist and actor Inequality.org and TooMuchOnline.org These IPS websites on inequality keep visitors up to date on the excesses of the overly affluent and the growing gap between the rich and the rest of us.

OtherWords.org The Institute’s national editorial service distributes newsroom-ready progressive commentaries by IPS public scholars and other experts, as well as cartoons. They appear in more than 325 heartland newspapers that reach at least 7 million print readers and thousands more via online outlets. In 2012, Too Much editor Sam Pizzigati began writing a weekly OtherWords column.

FPIF.org The Institute’s Foreign Policy In Focus website garnered over 1 million page views in 2012. Like our OtherWords commentaries and cartoons, the comprehensive foreign policy pieces we published were widely republished and syndicated by progressive outlets like Truthout, Common Dreams, AlterNet, and Nation of Change.

EconomicHardship.org Under the leadership of IPS Trustee and best-selling author Barbara Ehrenreich, the Institute’s Economic Hardship Reporting Project hires underemployed journalists to write long-form investigative articles about under-reported issues such as the criminalization of poverty, the abuse of “temporary” workers and the erosion of the black middle class.

JustInvestment.org The Network for Justice in Global Investment is a joint and international effort by citizens and organizations to challenge the rules governing international investment. These rules are written into trade accords and treaties that give private investors special rights, allowing them to bypass domestic courts and sue governments in unaccountable international arbitration tribunals. IPS and the Center for Democracy in Bolivia jointly manage this initiative and its website.

IPS Annual Report 14 facebook.com/InstituteForPolicyStudies THANK YOU twitter.com/ips_dc All of us at IPS draw great strength from our community of donors, including those who give anonymously. We are deeply grateful for your support. gplus.to/InstituteForPolicyStudies

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Hardy Marc Miller Environment Fund Robert Guitteau, Jr. Kaitlin Fronberg Marcelo & Lucy Montecino Nicholas Helburn Robert Hadley Karen Hochberg Marco Lucido Nicole Woo Robert Jones Robert Matthews T. Bastasch Robert McGruder T.W. Wilcox THE LEGACY SOCIETY Robert McNaughton Tahir Ali The Institute for Policy Studies established Robert Nixon Talat Rahman Robert Pancer Tedford Rose the Legacy Society in 2003 to recognize those Robert Shore Terry Collingsworth individuals who have generously made provisions Robert Spero Terry Walz for the Institute in their estate plans. These gifts Robert Trafford Thea Fry Robert Zimmerer Thea Lee & Mark Simon will provide progressive research and analysis for Robin LLoyd Theres Signalgo future generations. Robin Weiss Thomas Atwood Rochelle & Henry Wortis Thomas Boserman Rodney Burton Thomas Devine Anonymous Rodney Lane Thomas Hallock Bernice Bild* Roger A. 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Booth Val Zampedro Sarah Pick Valentine Schaffner *deceased Sarita Gupta Valerie Koster Scott Slinger Vaug Anderson Seher Keval Victor Booth Serita Sanders Vilunya Diskin Shannon Falter Virginia Franco Sheika Reid Walter Swett Sheldon Levy Walter Walle Shelly Moskowitz Warnel Lores Sherryl Kleinman Wendy Grieder Shirley Davis William Gamson Shoal Sanctuary William Greene Simon Billenness William H. Ellis Sonia Silbert William L. Wipfler Stephen A. Pretl William McCartney Stephen Gray William McTighe Stephen McNeil William Milz Stephen Nichols William Waren Stephen Settimi Wojciech Majkowski Stephen Wunrow Wolfgang H. Rosenberg Stephen Zunes Yasir Shallal Steve Daniels Yiming Roberts Steve Dubb Yvonne Logan Steve Rock Steven Arnold Steven Cobble Steven Hohensee Steven Metalitz & Kit Gage Steven Waldbaum Stuart Oskamp Sundays Well Productions Susan Clark Susan Davidoff Susan Sternberg Susanne Jonas Please let us know if we’ve misspelled or omitted your name. 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