STRATEGY STUDIO / PUBLIC DATA EXPLORER

INSTITUTE OF INTERNATIONAL EDUCATION INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
INSTITUTE OF INTERNATIONAL EDUCATION INC (EIN 13-1624046)
Tax period
2024-10-01 to 2025-09-30
Filed
2026-07-21
IRS object ID
202632029349300238
Schema version
2024v5.5
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-07-21T11:24:58-05:00ReturnTs
Tax Period End2025-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN991856619PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRANT THORNTON ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1757 THIRD AVENUE 9TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100172013ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN131624046EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INSTITUTE OF INTERNATIONAL EDUCATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlINSTBusinessNameControlTxt
Phone2128838200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 WORLD TRADE CTR FL 36AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100070090ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAMY EAPPENPersonNm
Person TitleEVP AND CHIEF FINANCIAL OFFICERPersonTitleTxt
Phone2128838200PhoneNum
Signature2026-07-21SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonERIN COUTUREPreparerPersonNm
PTINP01390592PTIN
Phone2125990100PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJASON P CZYZPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 WORLD TRADE CTR FL 36AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100070090ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$347,095,358GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.IIE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1919FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionHELP PEOPLE AND ORGANIZATIONS LEVERAGE THE POWER OF INT'L EDUCATION - CONTINUED IN SCHEDULE OTO THRIVE IN TODAY'S WORLD THROUGH SCHOLARSHIP, EXCHANGE, SCHOLAR RESCUE, AND OTHER EDUCATION PROGRAMS.ActivityOrMissionDesc
Voting Members Governing Body30VotingMembersGoverningBodyCnt
Voting Members Independent29VotingMembersIndependentCnt
Total Employee592TotalEmployeeCnt
Total Volunteers2102TotalVolunteersCnt
Total Gross UBI-$42,361TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$318,467,937PYContributionsGrantsAmt
CY Contributions Grants$261,437,346CYContributionsGrantsAmt
PY Program Service Revenue$31,403,702PYProgramServiceRevenueAmt
CY Program Service Revenue$33,826,823CYProgramServiceRevenueAmt
PY Investment Income$45,585,414PYInvestmentIncomeAmt
CY Investment Income$11,110,673CYInvestmentIncomeAmt
PY Other Revenue$4,674PYOtherRevenueAmt
CY Other Revenue$7,104CYOtherRevenueAmt
PY Total Revenue$395,461,727PYTotalRevenueAmt
CY Total Revenue$306,381,946CYTotalRevenueAmt
PY Grants And Similar Paid$224,826,431PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$188,703,764CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$68,712,012PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$65,479,793CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,445,929CYTotalFundraisingExpenseAmt
PY Other Expenses$50,348,790PYOtherExpensesAmt
CY Other Expenses$47,574,573CYOtherExpensesAmt
PY Total Expenses$343,887,233PYTotalExpensesAmt
CY Total Expenses$301,758,130CYTotalExpensesAmt
PY Revenues Less Expenses$51,574,494PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$4,623,816CYRevenuesLessExpensesAmt
Total Assets BOY$486,882,155TotalAssetsBOYAmt
Total Assets EOY$499,388,840TotalAssetsEOYAmt
Total Liabilities BOY$144,327,212TotalLiabilitiesBOYAmt
Total Liabilities EOY$127,947,192TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$342,554,943NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$371,441,648NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE INSTITUTE OF INTERNATIONAL EDUCATION, INC. (THE "INSTITUTE") IS A NOT-FOR-PROFIT ORGANIZATION THAT WAS ORGANIZED AND OPERATES EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES TO PROMOTE INTERNATIONAL EDUCATIONAL AND CULTURAL EXCHANGES. (SEE SCHEDULE O).ORGANIZATION'S MISSION STATEMENT (CONTINUED):THE INSTITUTE'S PROGRAMS INCLUDE, BUT ARE NOT LIMITED TO, MANAGING FELLOWSHIPS AND SCHOLARSHIPS; ASSISTING THREATENED STUDENTS AND SCHOLARS THROUGH ITS SCHOLAR RESCUE FUND, EMERGENCY STUDENT FUND, AND OTHER EFFORTS; DEVELOPING LEADERS BY BUILDING LEADERSHIP SKILLS AND ENHANCING THE CAPACITY OF INDIVIDUALS AND ORGANIZATIONS TO ADDRESS LOCAL AND GLOBAL CHALLENGES; PROVIDING STRATEGIC RESOURCES AND SERVICES TO HELP FACULTY AND ADMINISTRATORS PROMOTE INTERNATIONAL EXCHANGE; HELPING INSTITUTIONS OF HIGHER EDUCATION BUILD CAPACITY; PROVIDE SERVICES TO ADVANCE SCHOLARSHIP AND BUILD ECONOMIES; AND ENGAGING IN RESEARCH, DIALOGUE AND OTHER ACTIVITIES IN FURTHERANCE OF ITS PURPOSE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$210,804,982ExpenseAmt
Grant$166,352,835GrantAmt
Revenue$14,310,543RevenueAmt
DescINTERNATIONAL EXCHANGE OF STUDENTS AND SCHOLARS:BY IMPLEMENTING SOME OF THE WORLD'S MOST PRESTIGIOUS AND INNOVATIVE SCHOLARSHIP PROGRAMS, THE INSTITUTE PROVIDES TALENT FROM AROUND THE WORLD WITH ACCESS TO LEADING INSTITUTIONS OF HIGHER EDUCATION AND THE INTERNATIONAL EXPERIENCE THAT IS CRITICAL TO SUCCESS IN THE 21ST CENTURY WORKPLACE. THESE PROGRAMS ARE VITAL TO PROMOTING MUTUAL UNDERSTANDING AND DEVELOPING GLOBAL LEADERS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$33,538,771ExpenseAmt
Grant$16,036,332GrantAmt
Revenue$6,258,632RevenueAmt
DescLEADERSHIP DEVELOPMENT EDUCATIONAL SERVICES:THE INSTITUTE IMPLEMENTS PROGRAMS TO BUILD LEADERSHIP SKILLS AND ENHANCE THE CAPACITY OF INDIVIDUALS AND ORGANIZATIONS TO ADDRESS LOCAL AND GLOBAL CHALLENGES. LONG AND SHORT TERM TRAINING PROGRAMS IMPLEMENTED BY THE INSTITUTE CONNECT STUDENTS AND PROFESSIONALS WITH PEERS AND COLLEAGUES AROUND THE WORLD TO GAIN THE SKILLS AND INTERNATIONAL PERSPECTIVES THEY WILL NEED TO FORGE SOLUTIONS TO GLOBAL CHALLENGES.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$9,854,612ExpenseAmt
Grant$946,835GrantAmt
Revenue$11,343,472RevenueAmt
DescHIGHER EDUCATION INSTITUTIONAL DEVELOPMENT:THE INSTITUTE WORKS CLOSELY WITH PUBLIC AND PRIVATE HIGHER EDUCATION INSTITUTIONS TO DEVELOP HIGH-QUALITY ACADEMIC EXCHANGE PROGRAMS IN COORDINATION WITH GOVERNMENT AND NOT-FOR-PROFIT ORGANIZATIONS AND CORPORATIONS. LEVERAGING EXTENSIVE NETWORKS AND EXPERTISE WITHIN THE HIGHER EDUCATION COMMUNITY WORLDWIDE, THE INSTITUTE IS UNIQUELY POSITIONED TO HELP SHAPE NEW UNIVERSITIES AND EXPAND THE CAPABILITIES AND RELATIONSHIPS OF EXISTING ACADEMIC INSTITUTIONS. THE INSTITUTE ALSO HELPS IDENTIFY AND DEVELOP RELATIONSHIPS WITH UNIVERSITIES IN THE US AND OTHER COUNTRIES.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)

ExpenseExpenseAmtGrantGrantAmtRevenueRevenueAmtDescDesc
$8,675,077$5,367,762$134,559EMERGENCY STUDENT AND SCHOLAR ASSISTANCE:THE INSTITUTE PROVIDES EMERGENCY, LIFE-SAVING ASSISTANCE TO SCHOLARS AND STUDENTS THROUGHOUT THE WORLD. THROUGH THE SCHOLAR RESCUE FUND, THE INSTITUTE PROVIDES SUPPORT AND SAFE HAVEN TO ACADEMICS IN CRISIS SITUATIONS. THROUGH THE EMERGENCY STUDENT FUND, THE INSTITUTE PROVIDES SUPPORT TO STUDENTS FACING EMERGENCIES AND CRISES SUCH AS ILLNESS OR NATURAL DISASTERS. THE IIE ODYSSEY PROGRAM PROVIDES COMPREHENSIVE SCHOLARSHIPS TO REFUGEES AND DISPLACED STUDENTS AROUND THE WORLD.
$1,859,923$0$1,779,617RESEARCH AND PUBLICATIONS:THE INSTITUTE PRODUCES APPLIED RESEARCH AND ANALYSIS IN THE FIELD OF INTERNATIONAL EDUCATION AND STUDENT MOBILITY. AN EXAMPLE IS "OPEN DOORS," A COMPREHENSIVE INFORMATION RESOURCE PRODUCED WITH SUPPORT FROM THE UNITED STATES DEPARTMENT OF STATE THAT DOCUMENTS AND ANALYZES ACADEMIC MOBILITY BETWEEN THE US AND OTHER COUNTRIES. THE INSTITUTE ALSO PROVIDES RESEARCH AND PROGRAM EVALUATION SERVICES TO DOMESTIC AND INTERNATIONAL GOVERNMENT AGENCIES, NOT-FOR-PROFIT ORGANIZATIONS AND FOUNDATIONS. THE INSTITUTE'S PUBLICATIONS, CONFERENCES AND MEMBERSHIP ORGANIZATION (IIE NETWORK) HELP GUIDE POLICIES AND PROGRAMS IN THE FIELD OF INTERNATIONAL EDUCATION BY PROVIDING GUIDANCE ON INTERNATIONAL STUDY PROGRAMS AND FUNDING.
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$10,535,000TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$5,367,762TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$1,914,176TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$264,733,365TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (1)MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document361IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee592EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryCHForeignCountryCd
Foreign CountryBMForeignCountryCd
Foreign CountryMXForeignCountryCd
Foreign CountryTHForeignCountryCd
Foreign CountryVMForeignCountryCd
Foreign CountryEGForeignCountryCd
Foreign CountryINForeignCountryCd
Foreign CountryRSForeignCountryCd
Foreign CountryUPForeignCountryCd
Foreign CountryETForeignCountryCd
Foreign CountryUKForeignCountryCd
Foreign CountryKZForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members30GoverningBodyVotingMembersCnt
Independent Voting Member29IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldLAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonAMY EAPPEN EVP AND CFOPersonNm
Phone2128838200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 WORLD TRADE CTR FL 36AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100070090ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (43 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
DR ALLAN E GOODMAN
CEO/TRUSTEE (THRU 02/2025)40.000.00Yes (X)Yes (X)$892,931$0$55,550
MR JASON CZYZ
PRESIDENT/CEO (AS OF 02/2025)40.000.00Yes (X)Yes (X)$782,006$0$41,400
MR MARK A ANGELSON
CHAIR/TRUSTEE4.500.00Yes (X)Yes (X)$0$0$0
MR HARTLEY R ROGERS
VICE CHAIR/TREASURER/TRUSTEE1.750.00Yes (X)Yes (X)$0$0$0
MR CALVIN G BUTLER JR
VICE CHAIR/TRUSTEE1.750.00Yes (X)Yes (X)$0$0$0
MS LINDA VESTER
VICE CHAIR/TRUSTEE1.750.00Yes (X)Yes (X)$0$0$0
MR DAVID M BEASLEY
TRUSTEE (AS OF 01/2025)1.000.00Yes (X)$0$0$0
MR SETH R BERGSTEIN
TRUSTEE1.500.00Yes (X)$0$0$0
MS JOANNE E BERGER-SWEENEY
TRUSTEE1.250.00Yes (X)$0$0$0
MS AMY BRANDT
TRUSTEE1.500.00Yes (X)$0$0$0
DR GEORGE CAMPBELL JR
TRUSTEE1.500.00Yes (X)$0$0$0
MR ROBERT L DILENSCHNEIDER
TRUSTEE (THRU 01/2025)1.000.00Yes (X)$0$0$0
MS COLLEEN GOGGINS
TRUSTEE1.250.00Yes (X)$0$0$0
MS JOYCE P HENDRICKS
TRUSTEE1.250.00Yes (X)$0$0$0
MR JONATHAN HOLLOWAY
TRUSTEE1.250.00Yes (X)$0$0$0
MR MICHAEL E HOUSTON
TRUSTEE1.250.00Yes (X)$0$0$0
MR SANFORD A IBRAHIM
TRUSTEE1.000.00Yes (X)$0$0$0
MR THOMAS S JOHNSON
TRUSTEE1.500.00Yes (X)$0$0$0
DR HENRY KAUFMAN
TRUSTEE1.000.00Yes (X)$0$0$0
MS LAYA KHADJAVI
TRUSTEE1.250.00Yes (X)$0$0$0
MR MAHBOOB MAHMOOD
TRUSTEE1.250.00Yes (X)$0$0$0
MR ROBERT L MANUEL
TRUSTEE1.000.00Yes (X)$0$0$0
MR DWIGHT A MCBRIDE
TRUSTEE1.250.00Yes (X)$0$0$0
MS LINDA G MILLS
TRUSTEE1.000.00Yes (X)$0$0$0
MS STEPHANIE J MUDICK
TRUSTEE1.500.00Yes (X)$0$0$0
MS MELISSA NOBLES
TRUSTEE1.250.00Yes (X)$0$0$0
DR HARRIS PASTIDES
TRUSTEE1.500.00Yes (X)$0$0$0
DR JAN SIEGMUND
TRUSTEE1.500.00Yes (X)$0$0$0
MR MARTIN Y TANG
TRUSTEE1.250.00Yes (X)$0$0$0
MS AMY TOWERS
TRUSTEE1.250.00Yes (X)$0$0$0
DR MARIET WESTERMANN
TRUSTEE1.250.00Yes (X)$0$0$0
DR MARK S WRIGHTON
TRUSTEE1.250.00Yes (X)$0$0$0
MS A SARAH HOLLINGER
CO-PRESIDENT (THRU 02/2025)40.000.00Yes (X)$767,115$0$55,550
MS COURTNEY TEMPLE
EVP, CHIEF ADMIN OFFIC. (THRU 09/25)40.000.00Yes (X)$515,195$0$38,133
MR JONAH MURPHY-KOKODYNIAK
EVP, PROG. DEVELOPMENT (AS OF 01/25)40.000.00Yes (X)$443,729$0$49,600
MS AMY EAPPEN
EVP, CHIEF FINANCIAL OFFICER40.000.00Yes (X)$399,238$0$56,185
MS TATIANA HALLEN
SECRETARY (AS OF 03/2025)40.000.00Yes (X)$145,691$0$40,085
MS KATHERINE CAMPBELL
SECRETARY (THRU 03/2025)40.000.00Yes (X)$124,626$0$18,491
MS EDITH CECIL
SVP, PROGRAM MGMT GOVERNMENT40.000.00$458,905$0$44,775Yes (X)
MR PETER YOUNG
SVP, CHIEF TECHNOLOGY OFFICER40.000.00$425,612$0$44,775Yes (X)
MS NINA BENDER ROBERTS
SVP, CHIEF PHILANTHROPY OFFICER40.000.00$396,720$0$33,537Yes (X)
MR JAMES BROWN
SR. DIRECTOR, IT INFRASTRUCTURE40.000.00$234,087$0$27,229Yes (X)
MR EDWARD PHILLIP MONKS
VP, FULBRIGHT PROGRAMS40.000.00$224,918$0$36,062Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$5,810,773TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$541,372TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K119IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
GRANT THORNTON
757 THIRD AVENUENEW YORKNY10017AUDIT & TAX SERVICES$333,350
JURIN CONSULTING SERVICES LLC
2250 2ND STREET SJACKSONEVILLE BEACHFL32250PEOPLESOFT SUPPORT$234,000
BAKER TILLY US LLP
8219 LEESGURG PKWY SUITE 800TYSONS CORNERVA22182INTERNAL AUDIT$193,093
KYLE HOUSE GROUP LLC
1634 I STREET NW SUITE 200WASHINGTONDC20006PROGRAM STRATEGY$173,500
KAE STRATEGIC LLC
2101 L STREET NW SUITE 300WASHINGTONDC20037PROGRAM STRATEGY$161,000
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K15CntrctRcvdGreaterThan100KCnt
Government Grants$211,998,451GovernmentGrantsAmt
All Other Contributions$49,438,895AllOtherContributionsAmt
Total Contributions$261,437,346TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
FIXED FEE CONTRACTS900099$32,695,429$32,695,429
PUBLICATIONS & MEMBERSHIP FEES900099$621,868$621,868
EDUCATIONAL FORUM900099$509,526$509,526
FieldValueIRS element (for citing)
Total Program Service Revenue$33,826,823TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,938,153TotalRevenueColumnAmt
Unrelated Business Revenue-$42,361UnrelatedBusinessRevenueAmt
Exclusion$7,980,514ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$43,885,932SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$40,713,412SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$3,172,520SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,172,520TotalRevenueColumnAmt
Exclusion$3,172,520ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS REVENUEDesc
Business900099BusinessCd
Total Revenue Column$7,104TotalRevenueColumnAmt
Exclusion$7,104ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$7,104OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$306,381,946TotalRevenueColumnAmt
Related Or Exempt Func Income$33,826,823RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$42,361UnrelatedBusinessRevenueAmt
Exclusion$11,160,138ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$42,912,559TotalAmt
Program Services$42,912,559ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$129,678,010TotalAmt
Program Services$129,678,010ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$16,113,195TotalAmt
Program Services$16,113,195ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$3,665,954TotalAmt
Program Services$2,441,955ProgramServicesAmt
Management And General$1,161,379ManagementAndGeneralAmt
Fundraising$62,620FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$45,273,457TotalAmt
Program Services$30,157,427ProgramServicesAmt
Management And General$14,342,693ManagementAndGeneralAmt
Fundraising$773,337FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$4,065,678TotalAmt
Program Services$2,708,218ProgramServicesAmt
Management And General$1,288,012ManagementAndGeneralAmt
Fundraising$69,448FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$8,674,562TotalAmt
Program Services$5,778,275ProgramServicesAmt
Management And General$2,748,113ManagementAndGeneralAmt
Fundraising$148,174FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$3,800,142TotalAmt
Program Services$2,531,340ProgramServicesAmt
Management And General$1,203,890ManagementAndGeneralAmt
Fundraising$64,912FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$690,404TotalAmt
Program Services$84,375ProgramServicesAmt
Management And General$599,329ManagementAndGeneralAmt
Fundraising$6,700FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$373,465TotalAmt
Program Services$5,818ProgramServicesAmt
Management And General$367,647ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$333,314TotalAmt
Management And General$333,314ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,939,355TotalAmt
Management And General$1,939,355ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$24,118,975TotalAmt
Program Services$19,878,958ProgramServicesAmt
Management And General$4,204,759ManagementAndGeneralAmt
Fundraising$35,258FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,314,445TotalAmt
Program Services$703,340ProgramServicesAmt
Management And General$589,593ManagementAndGeneralAmt
Fundraising$21,512FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$4,008,242TotalAmt
Program Services$1,486,342ProgramServicesAmt
Management And General$2,504,583ManagementAndGeneralAmt
Fundraising$17,317FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$5,896,539TotalAmt
Program Services$5,433,467ProgramServicesAmt
Management And General$266,732ManagementAndGeneralAmt
Fundraising$196,340FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,454,805TotalAmt
Program Services$2,026,037ProgramServicesAmt
Management And General$413,918ManagementAndGeneralAmt
Fundraising$14,850FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,350,772TotalAmt
Program Services$2,219,901ProgramServicesAmt
Management And General$100,750ManagementAndGeneralAmt
Fundraising$30,121FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,541,114TotalAmt
Program Services$566,340ProgramServicesAmt
Management And General$1,969,434ManagementAndGeneralAmt
Fundraising$5,340FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$543,573TotalAmt
Program Services$7,701ProgramServicesAmt
Management And General$535,872ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescBAD DEBT/WRITE OFFSDesc
Total$1,009,570TotalAmt
Program Services$107ProgramServicesAmt
Management And General$1,009,463ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$301,758,130TotalAmt
Program Services$264,733,365ProgramServicesAmt
Management And General$35,578,836ManagementAndGeneralAmt
Fundraising$1,445,929FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$17,769,545BOYAmt
EOY$19,038,041EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$57,303,529BOYAmt
EOY$104,066,652EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$10,828,897BOYAmt
EOY$11,180,161EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$65,800,624BOYAmt
EOY$38,060,135EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$8,774,679BOYAmt
EOY$9,225,469EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$35,377,641LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$24,089,244LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$13,280,939BOYAmt
EOY$11,288,397EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$203,610,820BOYAmt
EOY$193,204,738EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$53,041,300BOYAmt
EOY$59,668,590EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$56,471,822BOYAmt
EOY$53,656,657EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$486,882,155BOYAmt
EOY$499,388,840EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$54,473,628BOYAmt
EOY$33,153,667EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$25,702,645BOYAmt
EOY$32,265,035EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$466,211BOYAmt
EOY$508,864EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$63,684,728BOYAmt
EOY$62,019,626EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$144,327,212BOYAmt
EOY$127,947,192EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$232,631,907BOYAmt
EOY$252,082,120EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$109,923,036BOYAmt
EOY$119,359,528EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$342,554,943BOYAmt
EOY$371,441,648EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$486,882,155BOYAmt
EOY$499,388,840EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$4,623,816ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$24,262,889NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$223,299,226CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$285,465,601CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$304,485,661CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$318,467,937CurrentTaxYearMinus1YearAmt
Current Tax Year$261,437,346CurrentTaxYearAmt
Total$1,393,155,771TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$223,299,226CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$285,465,601CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$304,485,661CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$318,467,937CurrentTaxYearMinus1YearAmt
Current Tax Year$261,437,346CurrentTaxYearAmt
Total$1,393,155,771TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$31,267,675SubstantialContributorsTotAmt
Public Support Total170$1,361,888,096PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,157,421CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,099,585CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,939,448CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,713,490CurrentTaxYearMinus1YearAmt
Current Tax Year$7,938,153CurrentTaxYearAmt
Total$29,848,097TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$20,138CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$90,248CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$24,468CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,674CurrentTaxYearMinus1YearAmt
Current Tax Year$7,104CurrentTaxYearAmt
Total$146,632TotalAmt
FieldValueIRS element (for citing)
Total Support$1,423,150,500TotalSupportAmt
Gross Receipts Rltd Activities$161,479,225GrossReceiptsRltdActivitiesAmt
Public Support CY1700.95700PublicSupportCY170Pct
Public Support PY1700.95800PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationMISCELLANEOUS REVENUE - 2020 AMOUNT: $ 20,138. 2021 AMOUNT: $ 90,248. 2022 AMOUNT: $ 24,468. 2023 AMOUNT: $ 4,674. 2024 AMOUNT: $ 7,104.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteersYes (1)VolunteersInd
Paid Staff Or ManagementYes (1)PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings MembersYes (1)MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (1)DirectContactLegislatorsInd
Direct Contact Legislators$333,314DirectContactLegislatorsAmt
Rallies Demonstrations0RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Total Lobbying Expenditures$333,314TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationTHE PRESIDENT/CEO, TRUSTEES, SENIOR STAFF AND ALUMNI VOLUNTEERS OF INSTITUTE OF INTERNATIONAL EDUCATION INC, AS WELL AS INDEPENDENT CONSULTANTS, MEET WITH LEGISLATIVE AND GOVERNMENT OFFICIALS AND/OR THEIR STAFF TO PROVIDE INFORMATION REGARDING THE MISSION AND PROGRAMS. FROM TIME TO TIME IIE HAS SUPPLEMENTED THESE VISITS WITH CORRESPONDENCE.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held14DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held18FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$1,012,293DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$2,745,660FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$3,247,683DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$2,745,660FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$2,421,470DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$0FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$213,401,684BeginningYearBalanceAmt
Contributions$1,503,153ContributionsAmt
Investment Earnings Or Losses$28,026,317InvestmentEarningsOrLossesAmt
Other Expenditures$4,956,944OtherExpendituresAmt
End Year Balance$237,974,210EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$176,615,104BeginningYearBalanceAmt
Contributions$2,641,179ContributionsAmt
Investment Earnings Or Losses$39,648,415InvestmentEarningsOrLossesAmt
Other Expenditures$5,503,014OtherExpendituresAmt
End Year Balance$213,401,684EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$155,492,403BeginningYearBalanceAmt
Contributions$3,132,163ContributionsAmt
Investment Earnings Or Losses$22,608,164InvestmentEarningsOrLossesAmt
Other Expenditures$4,617,626OtherExpendituresAmt
End Year Balance$176,615,104EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$183,118,679BeginningYearBalanceAmt
Contributions$9,239,194ContributionsAmt
Investment Earnings Or Losses-$32,235,390InvestmentEarningsOrLossesAmt
Other Expenditures$4,630,080OtherExpendituresAmt
End Year Balance$155,492,403EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$163,447,909BeginningYearBalanceAmt
Contributions$106,017ContributionsAmt
Investment Earnings Or Losses$23,274,477InvestmentEarningsOrLossesAmt
Other Expenditures$3,709,724OtherExpendituresAmt
End Year Balance$183,118,679EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.60043BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.03012PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.36946TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$7,588,707OtherCostOrOtherBasisAmt
Depreciation$1,829,594DepreciationAmt
Book Value$5,759,113BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,036,729OtherCostOrOtherBasisAmt
Depreciation$3,714,472DepreciationAmt
Book Value$2,322,257BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$21,752,205OtherCostOrOtherBasisAmt
Depreciation$18,545,178DepreciationAmt
Book Value$3,207,027BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$11,288,397TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
EQUITY-ORIENTED$30,323,368F
MULTI-STRATEGY$23,275,727F
CREDIT-ORIENTED$6,069,495F
FieldValueIRS element (for citing)
Total Book Value Securities$59,668,590TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
RIGHT-OF-USE ASSETS$50,093,377
BENEFICIAL INTERESTS IN PERPETUAL TRUSTS HELD BY THIRD PARTIES$3,563,280
FieldValueIRS element (for citing)
Total Book Value Other Assets$53,656,657TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescOPERATING LEASE LIABILITIESDesc
Amt$62,019,626Amt
FieldValueIRS element (for citing)
Total Liability$62,019,626TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$328,705,480TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$24,262,889NetUnrealizedGainsInvstAmt
Revenue Not Reported$24,262,889RevenueNotReportedAmt
Revenue Subtotal$304,442,591RevenueSubtotalAmt
Investment Expenses Not Incld$1,939,355InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$1,939,355RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$306,381,946TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$299,818,775TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$299,818,775ExpensesSubtotalAmt
Investment Expenses Not Incld2$1,939,355InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$1,939,355ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$301,758,130TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE INSTITUTE INTENDS TO USE ITS ENDOWMENT, WHICH CONSISTS OF INDIVIDUAL FUNDS THAT HAVE BEEN ESTABLISHED FOR A VARIETY OF PURPOSES INCLUDING SCHOLAR SUPPORT AND SCHOLARSHIPS, CONSISTENT WITH THE PURPOSES FOR WHICH THE FUNDS HAVE BEEN ESTABLISHED.
PART X, LINE 2:INCOME TAXES: THE INSTITUTE IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE. THE INSTITUTE IS NOT GENERALLY REQUIRED TO PAY CORPORATE INCOME TAX IN MOST JURISDICTIONS IN WHICH IT OPERATES BY VIRTUE OF, INTER ALIA, IIE'S NOT-FOR- PROFIT STATUS AND/OR THE STATUS OF ITS LOCAL AFFILIATE OR REPRESENTATIVE OFFICES. HOWEVER, IIE PAYS PAYROLL, SALES AND USE TAXES IN THE NORMAL COURSE OF BUSINESS WHERE REQUIRED, AND SOME ACTIVITIES MAY BE SUBJECT TO SALES AND VALUE ADDED TAXES IN CERTAIN JURISDICTIONS. ACCORDINGLY, IIE PAYS OR MAINTAINS APPROPRIATE PROVISIONS TO ACCOUNT FOR SUCH LIABILITIES.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (20 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
CENTRAL AMERICA AND THE CARIBBEAN00PROGRAM SERVICESEDUCATION GRANTS-INDIV$207,974
EAST ASIA AND THE PACIFIC00PROGRAM SERVICESEDUCATION GRANTS-INDIV$3,483,409
EAST ASIA AND THE PACIFIC00GRANTMAKING$20,048
EAST ASIA AND THE PACIFIC445MAINTAINING OFFICES$3,624,334
EUROPE (INCLUDING ICELAND & GREENLAND)00PROGRAM SERVICESEDUCATION GRANTS-INDIV$5,319,134
MIDDLE EAST AND NORTH AFRICA00PROGRAM SERVICESEDUCATION GRANTS-INDIV$1,593,640
MIDDLE EAST AND NORTH AFRICA00GRANTMAKING$61,994
MIDDLE EAST AND NORTH AFRICA18MAINTAINING OFFICES$251,209
NORTH AMERICA00PROGRAM SERVICESEDUCATION GRANTS-INDIV$843,663
NORTH AMERICA00GRANTMAKING$20,567
NORTH AMERICA119MAINTAINING OFFICES$4,147,817
RUSSIA AND NEIGHBORING STATES00PROGRAM SERVICESEDUCATION GRANTS-INDIV$541,787
RUSSIA AND NEIGHBORING STATES00GRANTMAKING$241,759
RUSSIA AND NEIGHBORING STATES315MAINTAINING OFFICES$1,562,961
SOUTH AMERICA00PROGRAM SERVICESEDUCATION GRANTS-INDIV$953,887
SOUTH ASIA00PROGRAM SERVICESEDUCATION GRANTS-INDIV$1,091,176
SOUTH ASIA17MAINTAINING OFFICES$1,020,369
SUB-SAHARAN AFRICA00PROGRAM SERVICESEDUCATION GRANTS-INDIV$1,734,157
SUB-SAHARAN AFRICA112MAINTAINING OFFICES$444,586
CENTRAL AMERICA AND THE CARIBBEAN00INVESTMENTS$31,585,306
FieldValueIRS element (for citing)
Subtotal Offices5SubtotalOfficesCnt
Subtotal Employees53SubtotalEmployeesCnt
Continuation Total Office6ContinuationTotalOfficeCnt
Continuation Total Employee53ContinuationTotalEmployeeCnt
Total Office11TotalOfficeCnt
Total Employee106TotalEmployeeCnt
Subtotal Spent$14,561,742SubtotalSpentAmt
Continuation Spent$44,188,035ContinuationSpentAmt
Total Spent$58,749,777TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (8 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtNon Cash AssistanceNonCashAssistanceAmt
EAST ASIA AND THE PACIFICEDUCATION EXCHANGE$5,370WIRE TRANSFER$0
EAST ASIA AND THE PACIFICEDUCATION EXCHANGE$14,679WIRE TRANSFER$0
MIDDLE EAST AND NORTH AFRICAEDUCATION EXCHANGE$32,000WIRE TRANSFER$0
MIDDLE EAST AND NORTH AFRICAEDUCATION EXCHANGE$13,994WIRE TRANSFER$0
MIDDLE EAST AND NORTH AFRICAEDUCATION EXCHANGE$16,000WIRE TRANSFER$0
NORTH AMERICAEDUCATION EXCHANGE$20,567WIRE TRANSFER$0
RUSSIA AND NEIGHBORING STATESEDUCATION EXCHANGE$151,759WIRE TRANSFER$0
RUSSIA AND NEIGHBORING STATESEDUCATION EXCHANGE$90,000WIRE TRANSFER$0
FieldValueIRS element (for citing)
Total501c3 Org8Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (41 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
HEALTH INSURANCECENTRAL AMERICA AND THE CARIBBEAN11$9,025WIRE TRANSFER
STIPENDS & GRANTSCENTRAL AMERICA AND THE CARIBBEAN24$91,181WIRE TRANSFER
TRAVELCENTRAL AMERICA AND THE CARIBBEAN16$43,521WIRE TRANSFER
TUITION, BOOKS AND FEESCENTRAL AMERICA AND THE CARIBBEAN11$61,002WIRE TRANSFER
HEALTH INSURANCEEAST ASIA AND THE PACIFIC77$45,913WIRE TRANSFER
OTHER EXPENSESEAST ASIA AND THE PACIFIC313$76,722WIRE TRANSFER
STIPENDS & GRANTSEAST ASIA AND THE PACIFIC295$2,159,225WIRE TRANSFER
TRAVELEAST ASIA AND THE PACIFIC169$120,700WIRE TRANSFER
TUITION, BOOKS AND FEESEAST ASIA AND THE PACIFIC595$1,080,849WIRE TRANSFER
HEALTH INSURANCEEUROPE (INCLUDING ICELAND & GREENLAND)62$31,838WIRE TRANSFER
OTHER EXPENSESEUROPE (INCLUDING ICELAND & GREENLAND)42$60,406WIRE TRANSFER
STIPENDS & GRANTSEUROPE (INCLUDING ICELAND & GREENLAND)269$3,057,621WIRE TRANSFER
TRAVELEUROPE (INCLUDING ICELAND & GREENLAND)124$139,473WIRE TRANSFER
TUITION, BOOKS AND FEESEUROPE (INCLUDING ICELAND & GREENLAND)181$2,029,796WIRE TRANSFER
HEALTH INSURANCEMIDDLE EAST AND NORTH AFRICA34$17,941WIRE TRANSFER
OTHER EXPENSESMIDDLE EAST AND NORTH AFRICA12$5,990WIRE TRANSFER
STIPENDS & GRANTSMIDDLE EAST AND NORTH AFRICA193$872,498WIRE TRANSFER
TRAVELMIDDLE EAST AND NORTH AFRICA169$212,620WIRE TRANSFER
TUITION, BOOKS AND FEESMIDDLE EAST AND NORTH AFRICA40$484,592WIRE TRANSFER
HEALTH INSURANCENORTH AMERICA24$7,257WIRE TRANSFER
OTHER EXPENSESNORTH AMERICA20$14,964WIRE TRANSFER
STIPENDS & GRANTSNORTH AMERICA56$431,094WIRE TRANSFER
TRAVELNORTH AMERICA36$57,511WIRE TRANSFER
TUITION, BOOKS AND FEESNORTH AMERICA36$332,836WIRE TRANSFER
OTHER EXPENSESRUSSIA AND NEIGHBORING STATES10$5,130WIRE TRANSFER
STIPENDS & GRANTSRUSSIA AND NEIGHBORING STATES49$452,608WIRE TRANSFER
TRAVELRUSSIA AND NEIGHBORING STATES17$31,282WIRE TRANSFER
TUITION, BOOKS AND FEESRUSSIA AND NEIGHBORING STATES8$51,896WIRE TRANSFER
STIPENDS & GRANTSSOUTH AMERICA4$5,682WIRE TRANSFER
TRAVELSOUTH AMERICA61$771,502WIRE TRANSFER
TUITION, BOOKS AND FEESSOUTH AMERICA46$122,479WIRE TRANSFER
HEALTH INSURANCESOUTH AMERICA22$53,582WIRE TRANSFER
OTHER EXPENSESSOUTH ASIA42$8,473WIRE TRANSFER
STIPENDS & GRANTSSOUTH ASIA76$744,916WIRE TRANSFER
TRAVELSOUTH ASIA66$29,606WIRE TRANSFER
TUITION, BOOKS AND FEESSOUTH ASIA62$303,207WIRE TRANSFER
HEALTH INSURANCESUB-SAHARAN AFRICA94$17,708WIRE TRANSFER
OTHER EXPENSESSUB-SAHARAN AFRICA21$35,225WIRE TRANSFER
STIPENDS & GRANTSSUB-SAHARAN AFRICA161$1,229,269WIRE TRANSFER
TRAVELSUB-SAHARAN AFRICA132$310,885WIRE TRANSFER
TUITION, BOOKS AND FEESSUB-SAHARAN AFRICA35$141,070WIRE TRANSFER
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott CountriesYes (1)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 2:PROCEDURES FOR MONITORING GRANTS OUTSIDE THE UNITED STATES: OVERALL: ALL OPERATIONS ARE CLOSELY MANAGED BY THE PROGRAM MANAGERS AND VARIOUS DEPARTMENTS WITHIN FINANCE AND ADMINISTRATION (I.E., CFO, GRANTS AND CONTRACTS, LEGAL SERVICES AND ADMINISTRATIVE SERVICES). THERE IS REGULAR MONTHLY MONITORING BY FINANCIAL MANAGERS AND FISCAL YEAR PLANNING AND MID-YEAR BUDGET REVIEWS ARE PERFORMED BY SENIOR MANAGEMENT TO REVIEW THE ACTIVITIES OF ALL PROGRAMS AND ADJUST TO CHANGES IN BUDGET ASSUMPTIONS. REPORTS ARE SUBMITTED TO THE SPONSOR PER CONTRACT OR GRANT REQUIREMENTS. THE INTERNAL AUDIT STAFF MAKES OCCASIONAL VISITS TO OUR INTERNATIONAL OFFICES TO AUDIT PROGRAM CONTROLS AND COMPLIANCE. BUDGETS: BUDGETS ARE ESTABLISHED ON A DEPARTMENT AND PROGRAM BASIS WITH CLOSE COORDINATION BETWEEN PROGRAM FINANCE, PRICING, PROGRAMS, AND FINANCIAL PLANNING & ANALYSIS. BUDGET TO ACTUAL REPORTS ARE REVIEWED REGULARLY BY PROGRAM FINANCE AND PROGRAM TEAM MEMBERS TO MONITOR PERFORMANCE. IN ADDITION, SENIOR MANAGEMENT REVIEWS ARE HELD QUARTERLY. THE BUDGET AND FINANCE COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS THE ANNUAL OPERATING AND CAPITAL BUDGETS, REVIEWS IMPLEMENTATION OF OPERATING PLANS AND CAPITAL PROJECTS, OVERSEES BUDGETING AND INTERNAL FINANCIAL REPORTING SYSTEMS AND PROCEDURES, AND REGULARLY MEETS WITH STAFF TO REVIEW THE FINANCIAL RESULTS AND OTHER FINANCIAL MANAGEMENT REPORTS AND PROVIDE STAFF WITH GUIDANCE AS NECESSARY. PAYMENTS/CASH RECEIPTS: PAYMENTS FOR DISBURSEMENTS AND REIMBURSEMENTS RELATING TO ALL GRANT FUNDS REQUIRE APPROPRIATE SUPPORTING DOCUMENTATION. BEFORE PAYMENTS ARE MADE, GRANTEES AND VENDORS ARE CHECKED AGAINST SPECIALLY DESIGNATED NATIONAL LISTS AND OTHER SIMILAR PROHIBITED TRANSACTION LISTS TO CONFIRM THAT PAYMENTS ARE NOT PROHIBITED. UPON APPROVAL, PAYMENTS WILL INCLUDE AGREEMENTS STATING THE TERMS OF THE GRANT SIGNED BY IIE AND THE GRANTEE OR VENDOR AND IIE SUPERVISOR/MANAGER LEVEL APPROVED PAYMENT DOCUMENTS TO PROCESS EACH OF THE DISBURSEMENTS OR REIMBURSEMENTS. ALL COSTS ASSOCIATED WITH THESE PAYMENTS ARE CONTROLLED BY PROGRAM MANAGEMENT AS WELL AS THE FINANCE TEAM WHO CONFIRM THAT THE PAYMENTS ARE RELATED TO ALLOWABLE AND SPONSOR-APPROVED ACTIVITIES.
PART I, LINE 3:METHOD USED ON FINANCIAL STATEMENTS: THE METHOD USED TO ACCOUNT FOR FOREIGN EXPENDITURES AND CASH GRANTS ON THE ORGANIZATION'S FINANCIAL STATEMENTS IS ACCRUAL-BASED AND FOLLOWS US GAAP.
PART IV:THE INSTITUTE OF INTERNATIONAL EDUCATION INC INVESTS IN DOMESTIC AND FOREIGN LIMITED PARTNERSHIPS THAT MAY OWN AN INTEREST IN A FOREIGN CORPORATION, PASSIVE FOREIGN INVESTMENT COMPANY, OR FOREIGN PARTNERSHIP. NEVERTHELESS, IIE'S INVESTMENT ACTIVITIES MAY NOT REACH THE THRESHOLDS REQUIRED FOR FILING THE FORMS 926, 5471, 8621 OR 8865. TO THE EXTENT SUCH A FORM WAS COMPLETED, IT HAS BEEN FILED WITH THE ORGANIZATION'S FORM 990-T.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (70 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
AMERICAN UNIVERSITY
4400 MASSACHUSETTS AVENUE NWWASHINGTONDC20016530196549501(C)(3)$288,664$0EDUCATION EXCHANGE
ARIZONA STATE UNIVERSITY
PO BOX 875812TEMPEAZ852875812860196696GOV'T$862,501$0EDUCATION EXCHANGE
BARD COLLEGE
30 CAMPUS ROADANNANDALEONHUDSONNY125045000141713034501(C)(3)$31,771$0EDUCATION EXCHANGE
BOSTON UNIVERSITY
881 COMMONWEALTH AVENUEBOATONMA02215042103547501(C)(3)$244,590$0EDUCATION EXCHANGE
BRIGHAM YOUNG UNIVERSITY
A261 ASBPROVOUT84602870217280501(C)(3)$16,500$0EDUCATION EXCHANGE
BRYN MAWR COLLEGE
101 N MERLON AVEBRYN MAWRPA190102899231352621501(C)(3)$1,134,195$0EDUCATION EXCHANGE
CALIFORNIA STATE UNIVERSITY LONG BEACH R
6300 STATE UNIVERSITY DRIVELONG BEACHCA90815946106694GOV'T$469,988$0EDUCATION EXCHANGE
COLLEGE OF WILLIAM AND MARY
BURSARS OFFICE STUDENT ACCOUNTSWILLIAMSBURGVA231878795546001718GOV'T$176,594$0EDUCATION EXCHANGE
COMMONWEALTH UNIVERSITY OF PENNSYLVANIA
400 E SECOND STREETBLOOMSBURGPA178151301232738930GOV'T$68,317$0EDUCATION EXCHANGE
CONCORDIA COLLEGE
901 8TH STREET SOUTHMOORHEADMN56562410693977501(C)(3)$1,411,996$0EDUCATION EXCHANGE
CORNELL UNIVERSITY
DIVISION OF FINANCIAL AFFAIRSITHACANY14850150532082501(C)(3)$225,169$0EDUCATION EXCHANGE
COUNCIL OF AMERICAN OVERSEAS RESEARCH CE
PO BOX 37012WASHINGTONDC200137012521395971501(C)(3)$298,033$0EDUCATION EXCHANGE
EMBRY-RIDDLE AERONAUTICAL UNIV
600 CLYDE MORRIS BLVDDAYTONA BEACHFL321143900590936101501(C)(3)$613,769$0EDUCATION EXCHANGE
EMORY UNIVERSITY
PO BOX 935084ATLANTAGA311935084580566256501(C)(3)$174,399$0EDUCATION EXCHANGE
FULBRIGHT ASSOCIATION INC
1730 RHODE ISLAND AVENUE NWWASHINGTONDC20036521821935501(C)(3)$62,079$0EDUCATION EXCHANGE
GEORGE MASON UNIVERSITY
4400 UNIVERSITY DRIVEFAIRFAXVA22030540836354GOV'T$156,569$0EDUCATION EXCHANGE
GEORGE WASHINGTON UNIVERSITY
45155 RESEARCH PLACE 2ND FLOORASHBURNVA20147530196584501(C)(3)$813,926$0EDUCATION EXCHANGE
GEORGIA TECH RESEARCH CORPORATION
PO BOX 100117ATLANTAGA30384580603146GOV'T$116,729$0EDUCATION EXCHANGE
INDIANA UNIVERSITY
601 E KIRKWOOD AVENUEBLOOMINGTONIN474051223356001673GOV'T$3,888,754$0EDUCATION EXCHANGE
INTERNATIONAL HOUSE DAVIS
10 COLLEGE PARKDAVISCA95616942822342501(C)(3)$40,000$0EDUCATION EXCHANGE
JAMES MADISON UNIVERSITY
1031 S MAIN STHARRISONBURGVA22807546001756GOV'T$599,944$0EDUCATION EXCHANGE
LEWIS UNIVERSITY
ONE UNIVERSITY PARKWAYROMEOVILLEIL604462200362167773GOV'T$97,565$0EDUCATION EXCHANGE
LONE STAR COLLEGE SYSTEM
5000 RESEARCH FOREST DRIVETHE WOODLANDSTX77381741734884GOV'T$10,000$0EDUCATION EXCHANGE
MARQUETTE UNIVERSITY
OFFICE OF THE COMPTROLLERMILWAUKEEWI532331881390806251501(C)(3)$33,910$0EDUCATION EXCHANGE
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVENUECAMBRIDGEMA02139042103594501(C)(3)$286,317$0EDUCATION EXCHANGE
MICHIGAN STATE UNIVERSITY
306 COLLEGE LAW BLDGEAST LANSINGMI48824381358000GOV'T$148,387$0EDUCATION EXCHANGE
MIDDLEBURY INSTITUTE OF INTERNATIONAL STUDIES
460 PIERCE STREETMONTEREYCA93940941425570501(C)(3)$50,259$0EDUCATION EXCHANGE
NORTH CAROLINA STATE UNIVERSITY
CAMPUS BOX 7214RALEIGHNC276957214566000756GOV'T$29,669$0EDUCATION EXCHANGE
ONE TO WORLD INC
285 WEST BROADWAYNEW YORKNY10013133179151501(C)(3)$40,000$0EDUCATION EXCHANGE
PENNSYLVANIA STATE UNIVERSITY
408 OLD MAINUNIVERSITY PARKPA16802246000376GOV'T$253,440$0EDUCATION EXCHANGE
PORTLAND STATE UNIVERSITY
PO BOX 751-SPAPORTLANDOR972070751364776757GOV'T$473,925$0EDUCATION EXCHANGE
RESEARCH FOUNDATION CUNY
230 WEST 41ST STREETNEWYERKNY10036020733394501(C)(3)$1,845,401$0EDUCATION EXCHANGE
SALEM STATE UNIVERSITY
352 LAFAYETTE STREETSALEMMA01970042325342GOV'T$8,000$0EDUCATION EXCHANGE
SAN DIEGO STATE UNIVERSITY FDN
5250 CAMPANILE DRSAN DIEGOCA92182956042721501(C)(3)$1,900,088$0EDUCATION EXCHANGE
SAN FRANCISCO STATE UNIVERSITY
1600 HOLLOWAY AVESAN FRANCISCOCA20742931137247GOV'T$63,500$0EDUCATION EXCHANGE
SYRACUSE UNIVERSITY
640 SKYTOP RDSYRACUSENY132445300150532081501(C)(3)$292,028$0EDUCATION EXCHANGE
TAYLOR MICKAL PHOTOGRAPHY LLC
1007 N MARKET STREETWILMINGTONDE19801884023604$10,000$0EDUCATION EXCHANGE
TEXAS A AND M UNIVERSITY
SPONSORED RESEARCH SERVICESCOLLEGE STATIONTX77845746000531GOV'T$33,032$0EDUCATION EXCHANGE
THE CITADEL
THE MILITARY COLLEGE OF SOUTHCHARLESTONSC294090530576000217GOV'T$95,316$0EDUCATION EXCHANGECAROLINA
U OF KS CENTER FOR RESEARCH INC
ACCOUNTS RECEIVABLELAWRENCEKS660457568480680117501(C)(3)$559,468$0EDUCATION EXCHANGE
UNIVERSITY OF ARIZONA
888 N EUCLID AVE ROOM 510TUCSONAZ85719742652689GOV'T$1,999,465$0EDUCATION EXCHANGE
UNIVERSITY OF CALIFORNIA DAVIS
1333 RESEARCH PARK DRIVEDAVISCA95618946036494GOV'T$204,488$0EDUCATION EXCHANGE
UNIVERSITY OF CALIFORNIA LOS ANGELES
10920 WILSHIRE BLVD SUITE 500LOS ANGELESCA90024956006143GOV'T$160,405$0EDUCATION EXCHANGE
UNIVERSITY OF FLORIDA
PO BOX 113201GAINESVILLEFL32611596002052GOV'T$886,712$0EDUCATION EXCHANGE
UNIVERSITY OF GEORGIA
424 EAST BROAD STREETATHENSGA30602586001998GOV'T$1,523,838$0EDUCATION EXCHANGE
UNIVERSITY OF GEORGIA RESEARCH FOUNDATION INC
456 E BROAD STATHENSGA30602581353149501(C)(3)$115,367$0EDUCATION EXCHANGE
UNIVERSITY OF HAWAII
2600 CAMPUS ROAD QLCSS 105HONOLULUHI96822996000354GOV'T$2,471,167$0EDUCATION EXCHANGE
UNIVERSITY OF MARYLAND
4101 CHESAPEAKE BUILDINGCOLLEGE PARKMD94501526002033GOV'T$1,300,828$0EDUCATION EXCHANGE
UNIVERSITY OF MINNESOTA
REGENTS OF UNIVERSITY OF MINNESOTAMINNEAPOLISMN554855957416007513GOV'T$728,011$0EDUCATION EXCHANGE
UNIVERSITY OF MISSISSIPPI
ACCOUNTING OFFICEUNIVERSITYMS386771848646001159GOV'T$1,339,506$0EDUCATION EXCHANGE
UNIVERSITY OF MONTANA
32 CAMPUS DRIVEMISSOULAMT598124104816001713GOV'T$6,502,565$0EDUCATION EXCHANGE
UNIVERSITY OF NORTH CAROLINA
OFFICE OF SPONSORED RESEARCHCHAPEL HILLNC27599566001393GOV'T$153,366$0EDUCATION EXCHANGE
UNIVERSITY OF NORTH GEORGIA
82 COLLEGE CIRCLEDAHLONEGAGA30597586002060GOV'T$546,467$0EDUCATION EXCHANGE
UNIVERSITY OF NOTRE DAME
334 BOND HALLNOTRE DAMEIN46556350868188501(C)(3)$39,423$0EDUCATION EXCHANGE
UNIVERSITY OF OREGON
PO BOX 3237EUGENEOR97403464727800GOV'T$268,104$0EDUCATION EXCHANGE
UNIVERSITY OF PITTSBURGH
PO BOX 371220PITTSBURGHPA152517220250965591GOV'T$848,950$0EDUCATION EXCHANGE
UNIVERSITY OF RHODE ISLAND
100 QUINN HALLKINGSTONRI028810820223011455GOV'T$565,700$0EDUCATION EXCHANGE
UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DRIVEAUSTINTX78712746000203GOV'T$558,453$0EDUCATION EXCHANGE
UNIVERSITY OF UTAH
201 S PRESIDENTS CIRCLESALT LAKE CITYUT841120922876000525GOV'T$369,600$0EDUCATION EXCHANGE
UNIVERSITY OF WASHINGTON
4300 ROOSEVELT WAYSEATTLEWA98195916001537GOV'T$260,201$0EDUCATION EXCHANGE
UNIVERSITY OF WISCONSIN
UW MADISON GAR ACCOUNTMILWAUKEEWI532780538391805963GOV'T$2,526,091$0EDUCATION EXCHANGE
UNIVERSITY OF WYOMING
1000 E UNIVERSITY AVELARAMIEWY82071836000331GOV'T$58,257$0EDUCATION EXCHANGE
VA POLYTECHNIC INS AND STATE UNIV
OFFICE OF SPONSORED PROGRAMSBLACKSBURGVA24061546001805GOV'T$240,524$0EDUCATION EXCHANGE
VANDERBILT UNIVERSITY
PMB 406310NASHVILLETN37240620476822501(C)(3)$252,507$0EDUCATION EXCHANGE
VIRGINIA COMMONWEALTH UNIVERSITY
BOX 843035RICHMONDVA232843035546001758GOV'T$305,122$0EDUCATION EXCHANGE
VIRGINIA MILITARY INSTITUTE
VMI RESEARCH LABROTORIES INCLEXINGTONVA24450546001803GOV'T$21,120$0EDUCATION EXCHANGE
WESTERN KY UNIV RESEARCH FOUNDATION
2413 NASHVILLE ROADBOWLING GREENKY42101951642394501(C)(3)$428,489$0EDUCATION EXCHANGE
WESTERN KENTUCKY UNIVERSITY
208 POTTER HALLBOWLING GREENKY421011022616055628GOV'T$209,418$0EDUCATION EXCHANGE
WOODROW WILSON INTL CTR FOR SCHOLAR
1300 PENNSYLVANIA AVE NWWASHINGTONDC20004521067541501(C)(3)$63,623$0EDUCATION EXCHANGE
WORLDBOSTON
33 BROAD STREETBOSTONMA02109042281954501(C)(3)$40,000$0EDUCATION EXCHANGE
FieldValueIRS element (for citing)
Total501c3 Org69Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
HEALTH INSURANCE2004$3,343,923
OTHER EDUCATIONAL EXPENSES2404$2,863,362
STIPENDS & GRANTS13903$89,661,508
TRAVEL4660$6,666,459
TUITION, BOOKS AND FEES3405$27,142,758

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationPROCEDURES FOR MONITORING GRANTS IN THE UNITED STATES: OVERALL: OPERATIONS ARE CLOSELY MANAGED BY THE PROGRAM MANAGERS AND VARIOUS DEPARTMENTS WITHIN FINANCE AND ADMINISTRATION (I.E., CFO, GRANTS AND CONTRACTS, LEGAL SERVICES AND ADMINISTRATIVE SERVICES). THERE IS REGULAR MONTHLY MONITORING BY PROGRAM FINANCE AND QUARTERLY FINANCIAL MANAGEMENT REVIEWS BY SENIOR MANAGEMENT. FISCAL YEAR PLANNING AND MIDYEAR BUDGET REVIEWS ARE PERFORMED BY SENIOR MANAGEMENT TO REVIEW THE ACTIVITIES OF ALL PROGRAMS AND DEPARTMENTS AND ADJUST TO CHANGES IN BUDGET ASSUMPTIONS. REPORTS ARE SUBMITTED TO THE SPONSOR PER CONTRACT OR GRANT REQUIREMENTS. BUDGETS: BUDGETS ARE ESTABLISHED ON A DEPARTMENT AND PROGRAM BASIS WITH CLOSE COORDINATION BETWEEN PROGRAM FINANCE, PRICING, PROGRAMS, AND FINANCIAL PLANNING & ANALYSIS. BUDGET TO ACTUAL REPORTS ARE REVIEWED REGULARLY BY PROGRAM FINANCE AND PROGRAM TEAM MEMBERS TO MONITOR PERFORMANCE. IN ADDITION, SENIOR MANAGEMENT REVIEWS ARE HELD QUARTERLY. THE BUDGET AND FINANCE COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS THE ANNUAL OPERATING AND CAPITAL BUDGETS, REVIEWS IMPLEMENTATION OF OPERATING PLANS AND CAPITAL PROJECTS, OVERSEES BUDGETING AND INTERNAL FINANCIAL REPORTING SYSTEMS AND PROCEDURES, AND REGULARLY MEETS WITH STAFF TO REVIEW THE FINANCIAL RESULTS AND OTHER FINANCIAL MANAGEMENT REPORTS AND PROVIDE STAFF WITH GUIDANCE AS NECESSARY. PAYMENTS/CASH RECEIPTS: FOR REIMBURSEMENTS AND DISBURSEMENTS RELATING TO GRANTS APPROPRIATE SUPPORTING DOCUMENTATION IS REQUIRED. ALL ACTIVITIES AND COSTS ARE PERFORMED UNDER THE AUSPICES OF AND ARE CONTROLLED BY THE PROGRAM AND/OR ADMINISTRATION DIRECTORS (CFO, GRANTS AND CONTRACTS, LEGAL COUNSEL, ADMINISTRATIVE SERVICES) WHO ENSURE THAT THE TASKS PERFORMED ARE RELATED TO ALLOWABLE AND SPONSOR-APPROVED ACTIVITIES. COSTS ARE REVIEWED AND APPROVED BY PROGRAM DIRECTORS, WITH ADDITIONAL OVERSIGHT BY THE FINANCE DEPARTMENT. SEVIS: IIE ALSO UTILIZIES THE STUDENT AND EXCHANGE VISITOR PROGRAM (SEVP) WHICH SERVES AS THE BRIDGE FOR VARIOUS GOVERNMENT ORGANIZATIONS THAT HAVE AN INTEREST IN INFORMATION ON FOREIGN STUDENTS. SEVP USES WEB-BASED TECHNOLOGY, THE STUDENT AND EXCHANGE VISITOR INFORMATION SYSTEM (SEVIS), TO TRACK AND MONITOR SCHOOLS AND PROGRAMS, STUDENTS, EXCHANGE VISITORS, AND THEIR DEPENDENTS THROUGHOUT THE DURATION OF APPROVED PARTICIPATION WITHIN THE U.S. EDUCATION SYSTEM.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
DR ALLAN E GOODMAN
CEO/TRUSTEE (THRU 02/2025)$654,250$0$163,400$0$75,281$0$41,400$0$14,150$0$948,481$0$0$0
MR JASON CZYZ
PRESIDENT/CEO (AS OF 02/2025)$620,811$0$134,700$0$26,495$0$41,400$0$0$0$823,406$0$0$0
MS A SARAH HOLLINGER
CO-PRESIDENT (THRU 02/2025)$605,937$0$134,700$0$26,478$0$41,400$0$14,150$0$822,665$0$0$0
MS COURTNEY TEMPLE
EVP, CHIEF ADMIN OFFIC. (THRU 09/25)$417,671$0$86,400$0$11,124$0$33,458$0$4,675$0$553,328$0$0$0
MS EDITH CECIL
SVP, PROGRAM MGMT GOVERNMENT$332,325$0$84,700$0$41,880$0$36,600$0$8,175$0$503,680$0$0$0
MR JONAH MURPHY-KOKODYNIAK
EVP, PROG. DEVELOPMENT (AS OF 01/25)$329,112$0$90,400$0$24,217$0$38,500$0$11,100$0$493,329$0$0$0
MR PETER YOUNG
SVP, CHIEF TECHNOLOGY OFFICER$316,733$0$81,500$0$27,379$0$34,500$0$10,275$0$470,387$0$0$0
MS AMY EAPPEN
EVP, CHIEF FINANCIAL OFFICER$294,375$0$80,000$0$24,863$0$38,500$0$17,685$0$455,423$0$0$0
MS NINA BENDER ROBERTS
SVP, CHIEF PHILANTHROPY OFFICER$292,300$0$80,400$0$24,020$0$24,337$0$9,200$0$430,257$0$0$0
MR JAMES BROWN
SR. DIRECTOR, IT INFRASTRUCTURE$225,977$0$7,000$0$1,110$0$27,129$0$100$0$261,316$0$0$0
MR EDWARD PHILLIP MONKS
VP, FULBRIGHT PROGRAMS$215,814$0$8,000$0$1,104$0$26,987$0$9,075$0$260,980$0$0$0
MS TATIANA HALLEN
SECRETARY (AS OF 03/2025)$142,195$0$3,000$0$496$0$19,530$0$20,555$0$185,776$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 7FormAndLineReferenceDesc
ExplanationEXECUTIVE BONUSES ARE DETERMINED BASED ON A COMBINATION OF ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE. ORGANIZATIONAL PERFORMANCE RATING IS RECOMMENDED BY THE EXECUTIVE TEAM AS A WHOLE AND APPROVED BY THE COMPENSATION HUMAN RESOURCES COMMITTEE. INDIVIDUAL PERFORMANCE RATING IS RECOMMENDED BY THE INDIVIDUAL EXECUTIVE'S MANAGER.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE ORGANIZATION'S AUDIT COMMITTEE REVIEWS THE FINAL FORM 990 AND MAKES SUGGESTIONS. THE FINAL FORM 990 IS THEN DISTRIBUTED TO THE FULL BOARD OF TRUSTEES BEFORE FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO ALL OFFICERS, TRUSTEES AND EMPLOYEES. UPDATED ANNUAL DISCLOSURES ARE REQUIRED FROM EACH RECIPIENT. THIS PROCESS IS MONITORED BY HUMAN RESOURCES (FOR EMPLOYEES) AND THE LEGAL DEPT./SECRETARY OF THE BOARD (FOR TRUSTEES AND OFFICERS).
FORM 990, PART VI, SECTION B, LINE 15THE COMPENSATION AND HUMAN RESOURCES COMMITTEE OF THE BOARD ANNUALLY REVIEWS THE COMPENSATION FOR THE INSTITUTE'S SENIOR EXECUTIVES. THE COMMITTEE BASES ITS REVIEW, IN PART, ON COMPARABLE DATA OBTAINED FROM AN OUTSIDE, INDEPENDENT CONSULTANT, WHICH IS UPDATED FROM TIME TO TIME. THE COMMITTEE REVIEWS AND APPROVES THE ANNUAL SALARY, INCENTIVE COMPENSATION, AND ANY OTHER BENEFITS ("EXECUTIVE COMPENSATION") OF THE SENIOR EXECUTIVES, AND SO ADVISES THE EXECUTIVE COMMITTEE OF THE BOARD. THE COMMITTEE REVIEWS AND RECOMMENDS TO THE EXECUTIVE COMMITTEE FOR ITS APPROVAL THE EXECUTIVE COMPENSATION OF THE CEO/PRESIDENT, AS APPLICABLE. THE EXECUTIVE COMMITTEE THEN ADVISES THE BOARD OF ITS DETERMINATION. THE COMPENSATION DATA REPORTED IN THIS FORM 990 IS FOR THE PERIOD JANUARY 2024 THROUGH DECEMBER 2024.
FORM 990, PART VI, SECTION C, LINE 19THE FINANCIAL STATEMENTS ARE PUBLICLY AVAILABLE. GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST.
FORM 990, PART VII - AVERAGE HOURS:THE AVERAGE HOURS PER WEEK ARE BASED UPON ESTIMATES. ACTUAL HOURS INCURRED MAY FLUCTUATE THROUGHOUT THE YEAR.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
IIE NETWORKS LLC
1 WORLD TRADE CTR FL 36NEW YORKNY100070090465009643HOLDING CODE$0$54,489IIE
IIE OVERSEAS LLC
1 WORLD TRADE CTR FL 36NEW YORKNY100070090834178554HOLDING CODE$0$0IIE

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1CHARITABLE REMAINDER TRUST (1)BusinessNameLine1Txt
FieldValueIRS element (for citing)
Primary ActivitiesEDUCATION GRANTSPrimaryActivitiesTxt
Legal Domicile StateTXLegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1IIEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Entity TypeTEntityTypeTxt
Controlled OrganizationYes (1)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd