INSTITUTE OF INTERNATIONAL EDUCATION INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- INSTITUTE OF INTERNATIONAL EDUCATION INC (EIN 13-1624046)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2024-07-17
- IRS object ID
- 202421999349301027
- Schema version
- 2022v5.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-17T12:49:45-05:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 991856619 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 THIRD AVENUE 3RD FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131624046 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSTITUTE OF INTERNATIONAL EDUCATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INST | BusinessNameControlTxt |
| Phone | 2128838200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE WORLD TRADE CENTER 36TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10007 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMY EAPPEN | PersonNm |
| Person Title | SENIOR VICE PRESIDENT AND CFO | PersonTitleTxt |
| Phone | 2128838200 | PhoneNum |
| Signature | 2024-07-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | AMY | PersonFirstNm |
| Person Last | EAPPEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIN COUTURE | PreparerPersonNm |
| PTIN | P01390592 | PTIN |
| Phone | 2125990100 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ALLAN E GOODMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE WORLD TRADE CENTER 36TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $360,787,074 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.IIE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1919 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | HELP PEOPLE AND ORGANIZATIONS LEVERAGE THE POWER OF INT'L EDUCATION - CONTINUED IN SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 618 | TotalEmployeeCnt |
| Total Volunteers | 1920 | TotalVolunteersCnt |
| Total Gross UBI | -$19,191 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $285,465,601 | PYContributionsGrantsAmt |
| CY Contributions Grants | $304,485,661 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $35,103,709 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $32,877,572 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,794,322 | PYInvestmentIncomeAmt |
| CY Investment Income | $9,654,217 | CYInvestmentIncomeAmt |
| PY Other Revenue | $90,248 | PYOtherRevenueAmt |
| CY Other Revenue | $24,468 | CYOtherRevenueAmt |
| PY Total Revenue | $326,453,880 | PYTotalRevenueAmt |
| CY Total Revenue | $347,041,918 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $209,438,263 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $221,013,297 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $58,808,419 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $63,635,773 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,736,504 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $42,342,095 | PYOtherExpensesAmt |
| CY Other Expenses | $49,175,280 | CYOtherExpensesAmt |
| PY Total Expenses | $310,588,777 | PYTotalExpensesAmt |
| CY Total Expenses | $333,824,350 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $15,865,103 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $13,217,568 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $375,901,879 | TotalAssetsBOYAmt |
| Total Assets EOY | $424,763,200 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $124,790,034 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $140,058,045 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $251,111,845 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $284,705,155 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE 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 INTERNATIONALIZE THEIR CAMPUSES; HELPING INSTITUTIONS OF HIGHER EDUCATION BUILD CAPACITY; PROMOTING INTERNATIONAL DEVELOPMENT; AND ENGAGING IN RESEARCH, DIALOGUE AND OTHER ACTIVITIES IN FURTHERANCE OF ITS PURPOSE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $245,229,591 | ExpenseAmt |
| Grant | $196,064,400 | GrantAmt |
| Revenue | $13,110,470 | RevenueAmt |
| Desc | INTERNATIONAL EXCHANGE OF STUDENTS AND SCHOLARS:BY IMPLEMENTING SOME OF THE WORLD'S MOST PRESTIGIOUS AND INNOVATIVE SCHOLARSHIP PROGRAMS IN A FAIR AND TRANSPARENT MANNER, 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. EXAMPLES INCLUDE: FULBRIGHT STUDENT AND FULBRIGHT SCHOLAR PROGRAMS WHICH ARE SPONSORED BY THE U.S. DEPARTMENT OF STATE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $35,754,604 | ExpenseAmt |
| Grant | $17,607,527 | GrantAmt |
| Revenue | $5,362,759 | RevenueAmt |
| Desc | LEADERSHIP 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. EXAMPLES INCLUDE: DEPARTMENT OF STATE PROGRAMS, SUCH AS THE INTERNATIONAL VISITOR LEADERSHIP PROGRAM AND TECHWOMEN, AS WELL AS VARIOUS USAID PROGRAMS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $11,011,845 | ExpenseAmt |
| Grant | $1,647,213 | GrantAmt |
| Revenue | $13,904,815 | RevenueAmt |
| Desc | HIGHER 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. EXAMPLES INCLUDE: THE KING ABDULLAH UNIVERSITY OF SCIENCE AND TECHNOLOGY (KAUST) AND NEW YORK UNIVERSITY, ABU DHABI. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,616,754 | ExpenseAmt |
| Grant | $5,694,157 | GrantAmt |
| Revenue | $499,528 | RevenueAmt |
| Desc | EMERGENCY STUDENT AND SCHOLAR ASSISTANCE:THE INSTITUTE PROVIDES EMERGENCY ASSISTANCE TO SCHOLARS AND STUDENTS THROUGHOUT THE WORLD. THROUGH THE SCHOLAR RESCUE FUND, THE INSTITUTE PROVIDES SUPPORT AND SAFE HAVEN TO ACADEMICS WHO ARE PERSECUTED AS A RESULT OF THEIR ACADEMIC WORK. 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.RESEARCH 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 THE NATIONS OF THE WORLD. 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $9,616,754 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $5,694,157 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $499,528 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $301,612,794 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 248 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 618 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CH | ForeignCountryCd |
| Foreign Country | HU | ForeignCountryCd |
| Foreign Country | BM | ForeignCountryCd |
| Foreign Country | MX | ForeignCountryCd |
| Foreign Country | TH | ForeignCountryCd |
| Foreign Country | VM | ForeignCountryCd |
| Foreign Country | EG | ForeignCountryCd |
| Foreign Country | IN | ForeignCountryCd |
| Foreign Country | RS | ForeignCountryCd |
| Foreign Country | UP | ForeignCountryCd |
| Foreign Country | ET | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Foreign Country | ID | ForeignCountryCd |
| Foreign Country | KZ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMY EAPPEN SVP AND CFO | PersonNm |
| Phone | 2128838200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE WORLD TRADE CENTER 36TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (43 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DR ALLAN E GOODMAN | ||||||||
| CHIEF EXECUTIVE OFFICER/TRUSTEE | 40.00 | 0.00 | Yes (X) | Yes (X) | $787,536 | $0 | $57,586 | |
| MR HARTLEY R ROGERS | ||||||||
| VICE CHAIR/TREASURER/TRUSTEE | 1.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MR MARK ANGELSON | ||||||||
| CHAIR/TRUSTEE | 4.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MR CALVIN G BUTLER JR | ||||||||
| VICE CHAIR/TRUSTEE | 1.25 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MR THOMAS A RUSSO | ||||||||
| VICE CHAIR/TRUSTEE (THRU 12/2022) | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MS LINDA VESTER | ||||||||
| VICE CHAIR/TRUSTEE | 1.75 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MR SETH R BERGSTEIN | ||||||||
| TRUSTEE | 2.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DR LEE C BOLLINGER | ||||||||
| TRUSTEE | 1.25 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MS AMY BRANDT | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DR GEORGE CAMPBELL JR | ||||||||
| TRUSTEE | 4.25 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MR ROBERT L DILENSCHNEIDER | ||||||||
| TRUSTEE | 3.75 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MS COLLEEN GOGGINS | ||||||||
| TRUSTEE | 1.25 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MR JACK M GREENBERG | ||||||||
| TRUSTEE (THRU 01/2023) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MS JOYCE P HENDRICKS | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MS KAREN A HOLBROOK | ||||||||
| TRUSTEE (THRU 01/2023) | 1.25 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MR JONATHAN HOLLOWAY | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MR MICHAEL E HOUSTON | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MR SANFORD A IBRAHIM | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MR THOMAS S JOHNSON | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DR HENRY KAUFMAN | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MS LAYA KHADJAVI | ||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MR MAHBOOB MAHMOOD | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MR DWIGHT A MCBRIDE | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MS STEPHANIE J MUDICK | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MS MELISSA NOBLES | ||||||||
| TRUSTEE (AS OF 04/2023) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DR HARRIS PASTIDES | ||||||||
| TRUSTEE | 1.25 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MR GEORGE RUPP | ||||||||
| TRUSTEE (THRU 01/2023) | 2.25 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DR JAN SIEGMUND | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MS JOANNE BERGER-SWEENEY | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MR MARTIN Y TANG | ||||||||
| TRUSTEE | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MS AMY TOWERS | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MS SARAH WATERBURY | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DR MARK S WRIGHTON | ||||||||
| TRUSTEE | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MR JASON CZYZ | ||||||||
| CO-PRESIDENT | 40.00 | 0.00 | Yes (X) | $644,225 | $0 | $30,500 | ||
| MS COURTNEY TEMPLE | ||||||||
| EVP, CHIEF ADMIN OFFICER | 40.00 | 0.00 | Yes (X) | $405,851 | $0 | $34,320 | ||
| MS AMY EAPPEN | ||||||||
| SVP, CHIEF FINANCIAL OFFICER | 40.00 | 0.00 | Yes (X) | $310,660 | $0 | $53,747 | ||
| MS KATHERINE CAMPBELL | ||||||||
| SECRETARY | 40.00 | 0.00 | Yes (X) | $111,826 | $0 | $18,743 | ||
| MS A SARAH HOLLINGER | ||||||||
| CO-PRESIDENT | 40.00 | 0.00 | Yes (X) | $541,560 | $0 | $51,721 | ||
| MR PETER YOUNG | ||||||||
| SVP, CHIEF TECHNOLOGY OFFICER | 40.00 | 0.00 | $368,928 | $0 | $32,762 | Yes (X) | ||
| MS EDITH CECIL | ||||||||
| SVP, PROGRAM MGMT GOV | 40.00 | 0.00 | $334,797 | $0 | $47,937 | Yes (X) | ||
| MR JONAH MURPHY-KOKODYNIAK | ||||||||
| SVP, PROGRAM DEVELOPMENT | 40.00 | 0.00 | $313,194 | $0 | $48,537 | Yes (X) | ||
| MR JAMES BROWN | ||||||||
| SR. DIRECTOR, IT INFRASTRUCTURE | 40.00 | 0.00 | $203,293 | $0 | $41,245 | Yes (X) | ||
| MS NINA SMITH | ||||||||
| SVP, CHIEF PHILANTHROPY OFFICER | 40.00 | 0.00 | $346,195 | $0 | $26,704 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,368,065 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $443,802 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 88 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PRICEWATERHOUSECOOPERS LLP | |||||
| PO BOX 7247-8001 | PHILADELPHIA | PA | 19170 | AUDIT & TAX SERVICES | $540,000 |
| JURIN CONSULTING SERVICES LLC | |||||
| 2250 2ND STREET | JACKSONVILLE BEACH | FL | 32250 | PEOPLESOFT SUPPORT | $247,375 |
| BAKER TILLY US LLP | |||||
| 8219 LEESBURG PKWY SUITE 800 | TYSONS CORNER | VA | 22182 | INTERNAL AUDIT | $170,355 |
| KAE STRATEGIC LLC | |||||
| 2101 L STREET NW SUITE 800 | WASHINGTON | DC | 20037 | PROGRAM STRATEGY SERVICES | $150,000 |
| FLORENTINO & GRIMSHAW LLC | |||||
| 60 EAST 42ND STREET SUITE 4700 | NEW YORK | NY | 10165 | LEGAL SERVICES | $109,924 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 12 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $257,092,498 | GovernmentGrantsAmt |
| All Other Contributions | $47,393,163 | AllOtherContributionsAmt |
| Total Contributions | $304,485,661 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| FIXED FEE CONTRACTS | 900099 | $32,116,182 | $32,116,182 |
| PUBLICATIONS & MEMBERSHIP FEES | 900099 | $638,930 | $638,930 |
| EDUCATIONAL FORUM | 900099 | $122,460 | $122,460 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $32,877,572 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,939,448 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$19,191 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,958,639 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,459,925 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,745,156 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,714,769 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,714,769 | TotalRevenueColumnAmt |
| Exclusion | $2,714,769 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $24,468 | TotalRevenueColumnAmt |
| Exclusion | $24,468 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $24,468 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $347,041,918 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $32,877,572 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$19,191 | UnrelatedBusinessRevenueAmt |
| Exclusion | $9,697,876 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,375,721 | TotalAmt |
| Program Services | $60,375,721 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,631,823 | TotalAmt |
| Program Services | $150,631,823 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,005,753 | TotalAmt |
| Program Services | $10,005,753 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,921,277 | TotalAmt |
| Program Services | $1,968,982 | ProgramServicesAmt |
| Management And General | $892,893 | ManagementAndGeneralAmt |
| Fundraising | $59,402 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,217,417 | TotalAmt |
| Program Services | $31,151,198 | ProgramServicesAmt |
| Management And General | $14,126,427 | ManagementAndGeneralAmt |
| Fundraising | $939,792 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,738,764 | TotalAmt |
| Program Services | $2,519,980 | ProgramServicesAmt |
| Management And General | $1,142,759 | ManagementAndGeneralAmt |
| Fundraising | $76,025 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,456,680 | TotalAmt |
| Program Services | $5,025,909 | ProgramServicesAmt |
| Management And General | $2,279,146 | ManagementAndGeneralAmt |
| Fundraising | $151,625 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,301,635 | TotalAmt |
| Program Services | $2,225,349 | ProgramServicesAmt |
| Management And General | $1,009,150 | ManagementAndGeneralAmt |
| Fundraising | $67,136 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $356,518 | TotalAmt |
| Program Services | $153,777 | ProgramServicesAmt |
| Management And General | $187,946 | ManagementAndGeneralAmt |
| Fundraising | $14,795 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $494,565 | TotalAmt |
| Program Services | $5,293 | ProgramServicesAmt |
| Management And General | $489,272 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $304,414 | TotalAmt |
| Management And General | $304,414 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $403,176 | TotalAmt |
| Management And General | $403,176 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,620,898 | TotalAmt |
| Program Services | $23,296,274 | ProgramServicesAmt |
| Management And General | $3,236,505 | ManagementAndGeneralAmt |
| Fundraising | $88,119 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,796,048 | TotalAmt |
| Program Services | $945,585 | ProgramServicesAmt |
| Management And General | $818,617 | ManagementAndGeneralAmt |
| Fundraising | $31,846 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,873,333 | TotalAmt |
| Program Services | $908,696 | ProgramServicesAmt |
| Management And General | $1,962,608 | ManagementAndGeneralAmt |
| Fundraising | $2,029 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,546,210 | TotalAmt |
| Program Services | $6,172,372 | ProgramServicesAmt |
| Management And General | $130,204 | ManagementAndGeneralAmt |
| Fundraising | $243,634 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,231,878 | TotalAmt |
| Program Services | $2,602,006 | ProgramServicesAmt |
| Management And General | $606,936 | ManagementAndGeneralAmt |
| Fundraising | $22,936 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,567,501 | TotalAmt |
| Program Services | $3,352,809 | ProgramServicesAmt |
| Management And General | $180,667 | ManagementAndGeneralAmt |
| Fundraising | $34,025 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,461,845 | TotalAmt |
| Program Services | $259,248 | ProgramServicesAmt |
| Management And General | $2,197,457 | ManagementAndGeneralAmt |
| Fundraising | $5,140 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $518,894 | TotalAmt |
| Program Services | $12,019 | ProgramServicesAmt |
| Management And General | $506,875 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $333,824,350 | TotalAmt |
| Program Services | $301,612,794 | ProgramServicesAmt |
| Management And General | $30,475,052 | ManagementAndGeneralAmt |
| Fundraising | $1,736,504 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,234,567 | BOYAmt |
| EOY | $16,840,783 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,820,273 | BOYAmt |
| EOY | $60,300,759 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,606,248 | BOYAmt |
| EOY | $2,946,886 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,016,600 | BOYAmt |
| EOY | $52,414,626 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,613,143 | BOYAmt |
| EOY | $6,912,346 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $38,379,901 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $24,349,864 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,724,212 | BOYAmt |
| EOY | $14,030,037 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,917,540 | BOYAmt |
| EOY | $184,781,222 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,824,899 | BOYAmt |
| EOY | $27,352,641 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,144,397 | BOYAmt |
| EOY | $59,183,900 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $375,901,879 | BOYAmt |
| EOY | $424,763,200 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,441,714 | BOYAmt |
| EOY | $48,900,615 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,142,842 | BOYAmt |
| EOY | $25,756,244 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $227,461 | BOYAmt |
| EOY | $339,317 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,978,017 | BOYAmt |
| EOY | $65,061,869 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,790,034 | BOYAmt |
| EOY | $140,058,045 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170,100,752 | BOYAmt |
| EOY | $196,761,787 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,011,093 | BOYAmt |
| EOY | $87,943,368 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $251,111,845 | BOYAmt |
| EOY | $284,705,155 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $375,901,879 | BOYAmt |
| EOY | $424,763,200 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $13,217,568 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $20,375,742 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $300,417,753 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $241,622,225 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $223,299,226 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $285,465,601 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $304,485,661 | CurrentTaxYearAmt |
| Total | $1,355,290,466 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $300,417,753 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $241,622,225 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $223,299,226 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $285,465,601 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $304,485,661 | CurrentTaxYearAmt |
| Total | $1,355,290,466 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $36,618,004 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,318,672,462 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,724,149 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,212,674 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,157,421 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,099,585 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,939,448 | CurrentTaxYearAmt |
| Total | $18,133,277 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $85,250 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,363 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,138 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $90,248 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,468 | CurrentTaxYearAmt |
| Total | $251,467 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,373,675,210 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $156,688,253 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.96000 | PublicSupportCY170Pct |
| Public Support PY170 | 0.96480 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS REVENUE - 2018 AMOUNT: $ 85,250. 2019 AMOUNT: $ 31,363. 2020 AMOUNT: $ 20,138. 2021 AMOUNT: $ 90,248. 2022 AMOUNT: $ 24,468. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | Yes (1) | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | Yes (1) | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $304,414 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Total Lobbying Expenditures | $304,414 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE CEO, TRUSTEES, SENIOR STAFF AND ALUMNI VOLUNTEERS OF INSTITUTE OF INTERNATIONAL EDUCATION, 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 14 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 17 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $4,921,771 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $1,676,561 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $1,337,593 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $1,676,561 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $6,045,839 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $0 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $155,492,403 | BeginningYearBalanceAmt |
| Contributions | $3,132,163 | ContributionsAmt |
| Investment Earnings Or Losses | $22,608,164 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,617,626 | OtherExpendituresAmt |
| End Year Balance | $176,615,104 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $183,118,679 | BeginningYearBalanceAmt |
| Contributions | $9,239,194 | ContributionsAmt |
| Investment Earnings Or Losses | -$32,235,390 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,630,080 | OtherExpendituresAmt |
| End Year Balance | $155,492,403 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $163,447,909 | BeginningYearBalanceAmt |
| Contributions | $106,017 | ContributionsAmt |
| Investment Earnings Or Losses | $23,274,477 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,709,724 | OtherExpendituresAmt |
| End Year Balance | $183,118,679 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $77,107,494 | BeginningYearBalanceAmt |
| Contributions | $82,095,285 | ContributionsAmt |
| Investment Earnings Or Losses | $7,495,791 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,250,661 | OtherExpendituresAmt |
| End Year Balance | $163,447,909 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $78,423,839 | BeginningYearBalanceAmt |
| Contributions | $251,247 | ContributionsAmt |
| Investment Earnings Or Losses | $1,557,529 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,125,121 | OtherExpendituresAmt |
| End Year Balance | $77,107,494 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.57900 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.05600 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.36500 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,640,935 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,039,256 | DepreciationAmt |
| Book Value | $7,601,679 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,203,717 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,265,114 | DepreciationAmt |
| Book Value | $5,938,603 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,535,249 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,045,494 | DepreciationAmt |
| Book Value | $489,755 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $14,030,037 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MULTI-STRATEGY | $16,391,590 | F |
| EQUITY-ORIENTED | $9,161,593 | F |
| CREDIT-ORIENTED | $1,799,458 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $27,352,641 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RIGHT-OF-USE ASSETS | $56,236,628 |
| BENEFICIAL INTERESTS IN PERPETUAL TRUSTS HELD BY THIRD PARTIES | $2,947,272 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $59,183,900 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITIES | Desc |
| Amt | $65,061,869 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $65,061,869 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $367,014,484 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $20,375,742 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $20,375,742 | RevenueNotReportedAmt |
| Revenue Subtotal | $346,638,742 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $403,176 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $403,176 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $347,041,918 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $333,421,174 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $333,421,174 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $403,176 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $403,176 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $333,824,350 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 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. |
| PART IX, LINE 1, RIGHT-OF-USE ASSETS, AND PART X, LINE 1(2) | OPERATING LEASE LIABILITIES: THE FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") IMPLEMENTED A NEW LEASE ACCOUNTING STANDARD THAT BECAME EFFECTIVE FOR INSTITUTE OF INTERNATIONAL EDUCATION IN THE YEAR ENDING SEPTEMBER 30, 2022. THIS ACCOUNTING STANDARD WAS EFFECTUATED TO IMPROVE THE TRANSPARENCY SURROUNDING KEY INFORMATION PERTAINING TO AN EXEMPT ORGANIZATION'S LEASING ARRANGEMENTS AND TO ENSURE THAT ALL ORGANIZATIONS ARE RECORDING THE TRANSACTIONS UNIFORMLY ON THEIR BALANCE SHEETS. RIGHT-OF-USE ASSETS REPRESENT THE INSTITUTE'S RIGHT TO USE AN UNDERLYING ASSET FOR THE LEASE TERM, WHILE LEASE LIABILITIES REPRESENT THE INSTITUTE'S OBLIGATION TO MAKE LEASE PAYMENTS ARISING FROM THE LEASE. RIGHT-OF-USE ASSETS AND LEASE LIABILITIES ARE RECOGNIZED AT THE COMMENCEMENT DATE OF A LEASE BASED ON THE NET PRESENT VALUE OF LEASE PAYMENTS OVER THE LEASE TERM. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (24 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | EDUCATION GRANTS-INDIV | $125,263 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | EDUCATION GRANTS-INDIV | $2,163,712 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | GRANTMAKING | $168,004 | |
| EAST ASIA AND THE PACIFIC | 4 | 20 | MAINTAINING OFFICES | $3,169,442 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | EDUCATION GRANTS-INDIV | $2,047,363 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | GRANTMAKING | $131,995 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 1 | 7 | MAINTAINING OFFICES | $160,020 | |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | EDUCATION GRANTS-INDIV | $1,127,817 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | GRANTMAKING | $104,281 | |
| MIDDLE EAST AND NORTH AFRICA | 1 | 14 | MAINTAINING OFFICES | $808,921 | |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | EDUCATION GRANTS-INDIV | $731,508 |
| NORTH AMERICA | 0 | 0 | GRANTMAKING | $25,000 | |
| NORTH AMERICA | 1 | 20 | MAINTAINING OFFICES | $3,483,200 | |
| RUSSIA AND NEIGHBORING STATES | 0 | 0 | PROGRAM SERVICES | EDUCATION GRANTS-INDIV | $401,878 |
| RUSSIA AND NEIGHBORING STATES | 0 | 0 | GRANTMAKING | $84,986 | |
| RUSSIA AND NEIGHBORING STATES | 3 | 26 | MAINTAINING OFFICES | $2,802,209 | |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | EDUCATION GRANTS-INDIV | $1,181,172 |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | EDUCATION GRANTS-INDIV | $571,958 |
| SOUTH ASIA | 1 | 6 | MAINTAINING OFFICES | $822,746 | |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | EDUCATION GRANTS-INDIV | $940,855 |
| SUB-SAHARAN AFRICA | 1 | 17 | MAINTAINING OFFICES | $607,938 | |
| SOUTH AMERICA | 0 | 0 | GRANTMAKING | $30,461 | |
| SOUTH ASIA | 0 | 0 | GRANTMAKING | $169,500 | |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $20,259,287 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 5 | SubtotalOfficesCnt |
| Subtotal Employees | 27 | SubtotalEmployeesCnt |
| Continuation Total Office | 7 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 83 | ContinuationTotalEmployeeCnt |
| Total Office | 12 | TotalOfficeCnt |
| Total Employee | 110 | TotalEmployeeCnt |
| Subtotal Spent | $9,093,616 | SubtotalSpentAmt |
| Continuation Spent | $33,025,900 | ContinuationSpentAmt |
| Total Spent | $42,119,516 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (17 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | EDUCATION EXCHANGE | $42,000 | WIRE TRANSFER | $0 |
| EAST ASIA AND THE PACIFIC | EDUCATION EXCHANGE | $126,004 | WIRE TRANSFER | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | EDUCATION EXCHANGE | $31,995 | WIRE TRANSFER | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | EDUCATION EXCHANGE | $25,000 | WIRE TRANSFER | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | EDUCATION EXCHANGE | $50,000 | WIRE TRANSFER | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | EDUCATION EXCHANGE | $25,000 | WIRE TRANSFER | $0 |
| MIDDLE EAST AND NORTH AFRICA | EDUCATION EXCHANGE | $20,000 | WIRE TRANSFER | $0 |
| MIDDLE EAST AND NORTH AFRICA | EDUCATION EXCHANGE | $73,581 | WIRE TRANSFER | $0 |
| MIDDLE EAST AND NORTH AFRICA | EDUCATION EXCHANGE | $10,700 | WIRE TRANSFER | $0 |
| NORTH AMERICA | EDUCATION EXCHANGE | $25,000 | WIRE TRANSFER | $0 |
| RUSSIA AND NEIGHBORING STATES | EDUCATION EXCHANGE | $15,000 | WIRE TRANSFER | $0 |
| RUSSIA AND NEIGHBORING STATES | EDUCATION EXCHANGE | $19,903 | WIRE TRANSFER | $0 |
| RUSSIA AND NEIGHBORING STATES | EDUCATION EXCHANGE | $9,750 | WIRE TRANSFER | $0 |
| RUSSIA AND NEIGHBORING STATES | EDUCATION EXCHANGE | $25,341 | WIRE TRANSFER | $0 |
| RUSSIA AND NEIGHBORING STATES | EDUCATION EXCHANGE | $14,992 | WIRE TRANSFER | $0 |
| SOUTH AMERICA | EDUCATION EXCHANGE | $30,461 | WIRE TRANSFER | $0 |
| SOUTH ASIA | EDUCATION EXCHANGE | $169,500 | WIRE TRANSFER | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 17 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (35 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| STIPENDS & GRANTS | CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 19 | $95,962 | WIRE TRANSFER |
| TRAVEL | CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 6 | $17,530 | WIRE TRANSFER |
| TUITION, BOOKS AND FEES | CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 7 | $11,500 | WIRE TRANSFER |
| HEALTH INSURANCE | EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 52 | $77,675 | WIRE TRANSFER |
| OTHER EXPENSES | EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 23 | $5,155 | WIRE TRANSFER |
| STIPENDS & GRANTS | EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 147 | $1,102,365 | WIRE TRANSFER |
| TRAVEL | EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 49 | $95,515 | WIRE TRANSFER |
| TUITION, BOOKS AND FEES | EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 181 | $883,001 | WIRE TRANSFER |
| HEALTH INSURANCE | EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU | 47 | $21,432 | WIRE TRANSFER |
| STIPENDS & GRANTS | EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU | 201 | $930,908 | WIRE TRANSFER |
| TRAVEL | EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU | 75 | $96,711 | WIRE TRANSFER |
| TUITION, BOOKS AND FEES | EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU | 83 | $994,795 | WIRE TRANSFER |
| HEALTH INSURANCE | MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, | 33 | $13,897 | WIRE TRANSFER |
| STIPENDS & GRANTS | MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, | 69 | $494,934 | WIRE TRANSFER |
| TRAVEL | MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, | 28 | $50,436 | WIRE TRANSFER |
| TUITION, BOOKS AND FEES | MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, | 31 | $567,103 | WIRE TRANSFER |
| HEALTH INSURANCE | NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 25 | $5,465 | WIRE TRANSFER |
| OTHER EXPENSES | NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 7 | $5,379 | WIRE TRANSFER |
| STIPENDS & GRANTS | NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 64 | $391,470 | WIRE TRANSFER |
| TRAVEL | NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 31 | $63,134 | WIRE TRANSFER |
| TUITION, BOOKS AND FEES | NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 25 | $266,059 | WIRE TRANSFER |
| STIPENDS & GRANTS | RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, | 37 | $339,893 | WIRE TRANSFER |
| TRAVEL | RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, | 8 | $12,600 | WIRE TRANSFER |
| TUITION, BOOKS AND FEES | RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, | 5 | $48,223 | WIRE TRANSFER |
| STIPENDS & GRANTS | SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, | 140 | $924,840 | WIRE TRANSFER |
| TRAVEL | SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, | 47 | $137,075 | WIRE TRANSFER |
| TUITION, BOOKS AND FEES | SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, | 12 | $116,604 | WIRE TRANSFER |
| OTHER EXPENSES | SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, | 35 | $6,254 | WIRE TRANSFER |
| STIPENDS & GRANTS | SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, | 68 | $220,227 | WIRE TRANSFER |
| TRAVEL | SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, | 48 | $65,112 | WIRE TRANSFER |
| TUITION, BOOKS AND FEES | SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, | 37 | $276,790 | WIRE TRANSFER |
| HEALTH INSURANCE | SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, | 96 | $46,532 | WIRE TRANSFER |
| STIPENDS & GRANTS | SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, | 167 | $475,797 | WIRE TRANSFER |
| TRAVEL | SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, | 124 | $260,293 | WIRE TRANSFER |
| TUITION, BOOKS AND FEES | SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, | 31 | $153,313 | WIRE TRANSFER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | Yes (1) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 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 HELP 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 III ACCOUNTING METHOD: | |
| PART IV: | THE INSTITUTE OF INTERNATIONAL EDUCATION 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (81 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN UNIVERSITY | |||||||||
| 4400 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20016 | 530196549 | 501(C)(3) | $291,637 | $0 | EDUCATION EXCHANGE | |
| ARIZONA STATE UNIVERSITY | |||||||||
| PO BOX 875812 | TEMPE | AZ | 852875812 | 860196696 | GOV'T | $1,548,031 | $0 | EDUCATION EXCHANGE | |
| BALL STATE UNIVERSITY | |||||||||
| THIRD PARTY BILLING | MUNCIE | IN | 47306 | 356000221 | GOV'T | $28,116 | $0 | EDUCATION EXCHANGE | |
| BARD COLLEGE | |||||||||
| 30 CAMPUS ROAD | ANNANDALEONHUDSON | NY | 125045000 | 141713034 | 501(C)(3) | $8,048 | $0 | EDUCATION EXCHANGE | |
| BOSTON UNIVERSITY | |||||||||
| 881 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | 042103547 | 501(C)(3) | $237,158 | $0 | EDUCATION EXCHANGE | |
| BRIGHAM YOUNG UNIVERSITY | |||||||||
| A261 ASB | PROVO | UT | 84602 | 870217280 | 501(C)(3) | $635,355 | $0 | EDUCATION EXCHANGE | |
| BRYN MAWR COLLEGE | |||||||||
| 101 N MERLON AVE | BRYN MAWR | PA | 190102899 | 231352621 | 501(C)(3) | $1,425,272 | $0 | EDUCATION EXCHANGE | |
| CALIFORNIA STATE UNIVERSITY LONG BEACH | |||||||||
| 6300 STATE UNIVERSITY DRIVE | LONG BEACH | CA | 90815 | 946106694 | GOV'T | $697,970 | $0 | EDUCATION EXCHANGE | |
| COLLEGE OF WILLIAM AND MARY | |||||||||
| BURSARS OFFICE STUDENT ACCOUNTS | WILLIAMSBURG | VA | 231878795 | 546001718 | GOV'T | $577,150 | $0 | EDUCATION EXCHANGE | |
| COMMONWEALTH UNIVERSITY OF PENNSYLVANIA | |||||||||
| 400 E SECOND STREET | BLOOMSBURG | PA | 178151301 | 232738930 | GOV'T | $413,934 | $0 | EDUCATION EXCHANGE | |
| CONCORDIA COLLEGE | |||||||||
| 901 8TH STREET SOUTH | MOORHEAD | MN | 56562 | 410693977 | 501(C)(3) | $1,302,892 | $0 | EDUCATION EXCHANGE | |
| CORNELL UNIVERSITY | |||||||||
| DIVISION OF FINANCIAL AFFAIRS | ITHACA | NY | 14850 | 150532082 | 501(C)(3) | $308,822 | $0 | EDUCATION EXCHANGE | |
| COUNCIL OF AMERICAN OVERSEAS RESEARCH CE | |||||||||
| PO BOX 37012 | WASHINGTON | DC | 200137012 | 521395971 | 501(C)(3) | $41,380 | $0 | EDUCATION EXCHANGE | |
| DENVER BOTANIC GARDENS INC | |||||||||
| 909 YORK STREET | DENVER | CO | 80206 | 840440359 | 501(C)(3) | $25,000 | $0 | EDUCATION EXCHANGE | |
| EMBRY-RIDDLE AERONAUTICAL UNIV | |||||||||
| 600 CLYDE MORRIS BLVD | DAYTONA BEACH | FL | 321143900 | 590936101 | 501(C)(3) | $812,105 | $0 | EDUCATION EXCHANGE | |
| EMORY UNIVERSITY | |||||||||
| PO BOX 935084 | ATLANTA | GA | 311935084 | 580566256 | 501(C)(3) | $144,733 | $0 | EDUCATION EXCHANGE | |
| FALCONIO US INC | |||||||||
| 200 VESEY STREET | NEW YORK | NY | 10281 | 454254983 | $16,065 | $0 | EDUCATION EXCHANGE | ||
| FULBRIGHT ASSOCIATION INC | |||||||||
| 1730 RHODE ISLAND AVENUE NW | WASHINGTON | DC | 20036 | 521821935 | 501(C)(3) | $101,701 | $0 | EDUCATION EXCHANGE | |
| GEORGE MASON UNIVERSITY | |||||||||
| 4400 UNIVERSITY DRIVE | FAIRFAX | VA | 22030 | 540836354 | GOV'T | $700,509 | $0 | EDUCATION EXCHANGE | |
| GEORGE WASHINGTON UNIVERSITY | |||||||||
| 45155 RESEARCH PLACE 2ND FLOOR | ASHBURN | VA | 20147 | 530196584 | 501(C)(3) | $917,539 | $0 | EDUCATION EXCHANGE | |
| GEORGIA TECH RESEARCH CORPORATION | |||||||||
| PO BOX 100117 | ATLANTA | GA | 30384 | 580603146 | GOV'T | $491,779 | $0 | EDUCATION EXCHANGE | |
| INDIANA UNIVERSITY | |||||||||
| 601 E KIRKWOOD AVENUE | BLOOMINGTON | IN | 474051223 | 356001673 | GOV'T | $4,499,063 | $0 | EDUCATION EXCHANGE | |
| INTERNATIONAL HOUSE DAVIS | |||||||||
| 10 COLLEGE PARK | DAVIS | CA | 95616 | 942822342 | 501(C)(3) | $51,653 | $0 | EDUCATION EXCHANGE | |
| JAMES MADISON UNIVERSITY | |||||||||
| 1031 S MAIN ST | HARRISONBURG | VA | 22807 | 546001756 | GOV'T | $923,030 | $0 | EDUCATION EXCHANGE | |
| LEWIS UNIVERSITY | |||||||||
| ONE UNIVERSITY PARKWAY | ROMEOVILLE | IL | 604462200 | 362167773 | GOV'T | $128,436 | $0 | EDUCATION EXCHANGE | |
| MARQUETTE UNIVERSITY | |||||||||
| OFFICE OF THE COMPTROLLER | MILWAUKEE | WI | 532331881 | 390806251 | 501(C)(3) | $566,923 | $0 | EDUCATION EXCHANGE | |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||||
| 77 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | 042103594 | 501(C)(3) | $430,084 | $0 | EDUCATION EXCHANGE | |
| MICHIGAN STATE UNIVERSITY | |||||||||
| 306 COLLEGE LAW BLDG | EAST LANSING | MI | 48824 | 381358000 | GOV'T | $364,596 | $0 | EDUCATION EXCHANGE | |
| MIDDLEBURY INSTITUTE OF INTERNATIONAL ST | |||||||||
| 460 PIERCE STREET | MONTEREY | CA | 93940 | 941425570 | 501(C)(3) | $32,033 | $0 | EDUCATION EXCHANGE | |
| NORTH CAROLINA STATE UNIVERSITY | |||||||||
| CAMPUS BOX 7214 | RALEIGH | NC | 276957214 | 566000756 | GOV'T | $367,812 | $0 | EDUCATION EXCHANGE | |
| NORTHEASTERN ILLINOIS UNIVERSITY | |||||||||
| 5500 NORTH ST LOUIS AVENUE | CHICAGO | IL | 60625 | 366009515 | GOV'T | $12,606 | $0 | EDUCATION EXCHANGE | |
| ONE TO WORLD INC | |||||||||
| 285 WEST BROADWAY | NEW YORK | NY | 10013 | 133179151 | 501(C)(3) | $53,799 | $0 | EDUCATION EXCHANGE | |
| PENNSYLVANIA STATE UNIVERSITY | |||||||||
| 408 OLD MAIN | UNIVERSITY PARK | PA | 16802 | 246000376 | GOV'T | $406,292 | $0 | EDUCATION EXCHANGE | |
| PORTLAND STATE UNIVERSITY | |||||||||
| PO BOX 751-SPA | PORTLAND | OR | 972070751 | 364776757 | GOV'T | $370,521 | $0 | EDUCATION EXCHANGE | |
| RESEARCH FOUNDATION CUNY | |||||||||
| 230 WEST 41ST STREET | NEWYERK | NY | 10036 | 020733394 | 501(C)(3) | $860,256 | $0 | EDUCATION EXCHANGE | |
| RUTGERS THE STATE UNIV OF NJ | |||||||||
| 33 KNIGHTSBRIGE RD 2ND FLR E WING | PISCATAWAY | NJ | 088543925 | 226001086 | GOV'T | $50,000 | $0 | EDUCATION EXCHANGE | |
| SAN DIEGO STATE UNIVERSITY FDN | |||||||||
| 5250 CAMPANILE DR | SAN DIEGO | CA | 92182 | 956042721 | 501(C)(3) | $2,770,953 | $0 | EDUCATION EXCHANGE | |
| SAN FRANCISCO STATE UNIVERSITY | |||||||||
| 1600 HOLLOWAY AVE | SAN FRANCISCO | CA | 20742 | 931137247 | GOV'T | $262,345 | $0 | EDUCATION EXCHANGE | |
| SOUTH DAKOTA STATE UNIVERSITY | |||||||||
| BOX 2201 | BROOKINGS | SD | 57007 | 466000364 | GOV'T | $25,000 | $0 | EDUCATION EXCHANGE | |
| STANFORD UNIVERSITY | |||||||||
| 3145 PORTER DRIVE | PALO ALTO | CA | 94304 | 941156365 | 501(C)(3) | $25,000 | $0 | EDUCATION EXCHANGE | |
| SYRACUSE UNIVERSITY | |||||||||
| 640 SKYTOP RD | SYRACUSE | NY | 132445300 | 150532081 | 501(C)(3) | $319,635 | $0 | EDUCATION EXCHANGE | |
| TEXAS A AND M UNIVERSITY | |||||||||
| SPONSORED RESEARCH SERVICES | COLLEGE STATION | TX | 77845 | 746000531 | GOV'T | $350,301 | $0 | EDUCATION EXCHANGE | |
| THE CITADEL | |||||||||
| THE MILITARY COLLEGE OF SOUTH | CHARLESTON | SC | 294090530 | 576000217 | GOV'T | $745,025 | $0 | EDUCATION EXCHANGE | CAROLINA |
| THE REGENTS OF THE UNIVERSITY OF CA | |||||||||
| 9500 GILLMAN DIVE | LA JOLLA | CA | 92093 | 956006144 | GOV'T | $25,000 | $0 | EDUCATION EXCHANGE | |
| TORCH MEDIA | |||||||||
| 1340 W BYERS PLACE | DENVER | CO | 80223 | 461097113 | $29,983 | $0 | EDUCATION EXCHANGE | ||
| U OF KS CENTER FOR RESEARCH INC | |||||||||
| ACCOUNTS RECEIVABLE | LAWRENCE | KS | 660457568 | 480680117 | 501(C)(3) | $1,563,290 | $0 | EDUCATION EXCHANGE | |
| UNIVERSITY OF ARIZONA | |||||||||
| 888 N EUCLID AVE ROOM 510 | TUCSON | AZ | 85719 | 742652689 | GOV'T | $2,307,393 | $0 | EDUCATION EXCHANGE | |
| UNIVERSITY OF CALIFORNIA DAVIS | |||||||||
| 1333 RESEARCH PARK DRIVE | DAVIS | CA | 95618 | 946036494 | GOV'T | $121,946 | $0 | EDUCATION EXCHANGE | |
| UNIVERSITY OF CALIFORNIA IRVINE | |||||||||
| ACCOUNTING AND FISCAL SERVICES | IRVINE | CA | 926971050 | 952226406 | GOV'T | $25,000 | $0 | EDUCATION EXCHANGE | |
| UNIVERSITY OF CALIFORNIA LOS ANGELE | |||||||||
| 10920 WILSHIRE BLVD SUITE 500 | LOS ANGELES | CA | 90024 | 956006143 | GOV'T | $235,010 | $0 | EDUCATION EXCHANGE | |
| UNIVERSITY OF FLORIDA | |||||||||
| PO BOX 113201 | GAINESVILLE | FL | 32611 | 596002052 | GOV'T | $1,309,997 | $0 | EDUCATION EXCHANGE | |
| UNIVERSITY OF GEORGIA | |||||||||
| 424 EAST BROAD STREET | ATHENS | GA | 30602 | 586001998 | GOV'T | $1,258,674 | $0 | EDUCATION EXCHANGE | |
| UNIVERSITY OF GEORGIA RESEARCH FOUNDATION INC | |||||||||
| 324 BUSINESS SRVS 456 E BROAD ST | ATHENS | GA | 30602 | 581353149 | 501(C)(3) | $400,005 | $0 | EDUCATION EXCHANGE | |
| UNIVERSITY OF HAWAII | |||||||||
| 2600 CAMPUS ROAD QLCSS 105 | HONOLULU | HI | 96822 | 996000354 | GOV'T | $2,698,751 | $0 | EDUCATION EXCHANGE | |
| UNIVERSITY OF HOUSTON | |||||||||
| 4444 CULLEN BLVD | HOUSTON | TX | 77004 | 746001399 | GOV'T | $7,140 | $0 | EDUCATION EXCHANGE | |
| UNIVERSITY OF KENTUCKY | |||||||||
| 322 PETERSON SERVICE BUILDING | LEXINGTON | KY | 40506 | 616001218 | GOV'T | $95,410 | $0 | EDUCATION EXCHANGE | |
| UNIVERSITY OF MARYLAND | |||||||||
| 4101 CHESAPEAKE BUILDING | COLLEGE PARK | MD | 94501 | 526002033 | GOV'T | $1,867,212 | $0 | EDUCATION EXCHANGE | |
| UNIVERSITY OF MINNESOTA | |||||||||
| REGENTS OF UNIVERSITY OF MINNESOTA | MINNEAPOLIS | MN | 554855957 | 416007513 | GOV'T | $744,413 | $0 | EDUCATION EXCHANGE | |
| UNIVERSITY OF MISSISSIPPI | |||||||||
| ACCOUNTING OFFICE | UNIVERSITY | MS | 386771848 | 646001159 | GOV'T | $1,760,454 | $0 | EDUCATION EXCHANGE | |
| UNIVERSITY OF MONTANA | |||||||||
| 32 CAMPUS DRIVE | MISSOULA | MT | 598124104 | 816001713 | GOV'T | $11,256,410 | $0 | EDUCATION EXCHANGE | |
| UNIVERSITY OF NORTH CAROLINA | |||||||||
| OFFICE OF SPONSORED RESEARCH | CHAPEL HILL | NC | 27599 | 566001393 | GOV'T | $422,088 | $0 | EDUCATION EXCHANGE | |
| UNIVERSITY OF NORTH GEORGIA | |||||||||
| 82 COLLEGE CIRCLE | DAHLONEGA | GA | 30597 | 586002060 | GOV'T | $936,793 | $0 | EDUCATION EXCHANGE | |
| UNIVERSITY OF OREGON | |||||||||
| PO BOX 3237 | EUGENE | OR | 97403 | 464727800 | GOV'T | $426,879 | $0 | EDUCATION EXCHANGE | |
| UNIVERSITY OF PENNSYLVANIA | |||||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | 231352685 | 501(C)(3) | $25,000 | $0 | EDUCATION EXCHANGE | |
| UNIVERSITY OF PITTSBURGH | |||||||||
| PO BOX 371220 | PITTSBURGH | PA | 152517220 | 250965591 | GOV'T | $541,284 | $0 | EDUCATION EXCHANGE | |
| UNIVERSITY OF RHODE ISLAND | |||||||||
| 100 QUINN HALL | KINGSTON | RI | 028810820 | 223011455 | GOV'T | $753,574 | $0 | EDUCATION EXCHANGE | |
| UNIVERSITY OF TEXAS AT AUSTIN | |||||||||
| 110 INNER CAMPUS DRIVE | AUSTIN | TX | 78712 | 746000203 | GOV'T | $620,279 | $0 | EDUCATION EXCHANGE | |
| UNIVERSITY OF TEXAS AT SAN ANTONIO | |||||||||
| FLN 1 04 08 ONE UTSA CIRCLE | SAN ANTONIO | TX | 78249 | 741717115 | GOV'T | $38,438 | $0 | EDUCATION EXCHANGE | |
| UNIVERSITY OF UTAH | |||||||||
| 201 S PRESIDENTS CIRCLE | SALT LAKE CITY | UT | 841120922 | 876000525 | GOV'T | $527,650 | $0 | EDUCATION EXCHANGE | |
| UNIVERSITY OF WASHINGTON | |||||||||
| 4300 ROOSEVELT WAY | SEATTLE | WA | 98195 | 916001537 | GOV'T | $331,845 | $0 | EDUCATION EXCHANGE | |
| UNIVERSITY OF WISCONSIN | |||||||||
| UW MADISON GAR ACCOUNT | MILWAUKEE | WI | 532780538 | 391805963 | GOV'T | $2,268,850 | $0 | EDUCATION EXCHANGE | |
| UNIVERSITY OF WYOMING | |||||||||
| 1000 E UNIVERSITY AVE | LARAMIE | WY | 82071 | 836000331 | GOV'T | $673,556 | $0 | EDUCATION EXCHANGE | |
| VA POLYTECHNIC INS AND STATE UNIV | |||||||||
| OFFICE OF SPONSORED PROGRAMS | BLACKSBURG | VA | 24061 | 546001805 | GOV'T | $691,311 | $0 | EDUCATION EXCHANGE | |
| VANDERBILT UNIVERSITY | |||||||||
| PMB 406310 | NASHVILLE | TN | 37240 | 620476822 | 501(C)(3) | $249,428 | $0 | EDUCATION EXCHANGE | |
| VIRGINIA COMMONWEALTH UNIVERSITY | |||||||||
| BOX 843035 | RICHMOND | VA | 232843035 | 546001758 | GOV'T | $667,085 | $0 | EDUCATION EXCHANGE | |
| VIRGINIA MILITARY INSTITUTE | |||||||||
| VMI RESEARCH LABROTORIES INC | LEXINGTON | VA | 24450 | 546001803 | GOV'T | $582,986 | $0 | EDUCATION EXCHANGE | |
| WESTERN KY UNIV RESEARCH FOUNDATION | |||||||||
| 2413 NASHVILLE ROAD | BOWLING GREEN | KY | 42101 | 951642394 | 501(C)(3) | $445,423 | $0 | EDUCATION EXCHANGE | |
| WOODROW WILSON INTL CTR FOR SCHOLAR | |||||||||
| 1300 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20004 | 521067541 | 501(C)(3) | $36,227 | $0 | EDUCATION EXCHANGE | |
| WORLDBOSTON | |||||||||
| 33 BROAD STREET | BOSTON | MA | 02109 | 042281954 | 501(C)(3) | $49,845 | $0 | EDUCATION EXCHANGE | |
| WORLDCHICAGO | |||||||||
| 309 W WASHINGTON STREET | CHICAGO | IL | 60606 | 362406639 | 501(C)(3) | $15,532 | $0 | EDUCATION EXCHANGE | |
| XAVIER UNIVERSITY OF LOUISIANA | |||||||||
| 1 DREXEL DIVE | NEW ORLEANS | LA | 701251095 | 720635884 | 501(C)(3) | $25,000 | $0 | EDUCATION EXCHANGE | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 79 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| HEALTH INSURANCE | 3065 | $5,126,080 |
| OTHER EDUCATIONAL EXPENSES | 2780 | $3,065,366 |
| STIPENDS & GRANTS | 15095 | $103,621,000 |
| TRAVEL | 6572 | $10,287,625 |
| TUITION, BOOKS AND FEES | 6646 | $28,531,752 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | PROCEDURES 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR ALLAN E GOODMAN | ||||||||||||||
| CHIEF EXECUTIVE OFFICER/TRUSTEE | $602,722 | $0 | $116,000 | $0 | $68,814 | $0 | $36,600 | $0 | $20,986 | $0 | $845,122 | $0 | $0 | $0 |
| MR JASON CZYZ | ||||||||||||||
| CO-PRESIDENT | $456,500 | $0 | $164,000 | $0 | $23,725 | $0 | $30,500 | $0 | $0 | $0 | $674,725 | $0 | $0 | $0 |
| MS A SARAH HOLLINGER | ||||||||||||||
| CO-PRESIDENT | $428,988 | $0 | $89,000 | $0 | $23,572 | $0 | $36,600 | $0 | $15,121 | $0 | $593,281 | $0 | $0 | $0 |
| MS COURTNEY TEMPLE | ||||||||||||||
| EVP, CHIEF ADMIN OFFICER | $297,400 | $0 | $107,000 | $0 | $1,451 | $0 | $29,800 | $0 | $4,520 | $0 | $440,171 | $0 | $0 | $0 |
| MR PETER YOUNG | ||||||||||||||
| SVP, CHIEF TECHNOLOGY OFFICER | $286,413 | $0 | $59,000 | $0 | $23,515 | $0 | $22,875 | $0 | $9,887 | $0 | $401,690 | $0 | $0 | $0 |
| MS EDITH CECIL | ||||||||||||||
| SVP, PROGRAM MGMT GOV | $254,189 | $0 | $53,000 | $0 | $27,608 | $0 | $33,600 | $0 | $14,337 | $0 | $382,734 | $0 | $0 | $0 |
| MS NINA SMITH | ||||||||||||||
| SVP, CHIEF PHILANTHROPY OFFICER | $268,738 | $0 | $56,000 | $0 | $21,457 | $0 | $15,938 | $0 | $10,766 | $0 | $372,899 | $0 | $0 | $0 |
| MS AMY EAPPEN | ||||||||||||||
| SVP, CHIEF FINANCIAL OFFICER | $257,363 | $0 | $52,000 | $0 | $1,297 | $0 | $32,400 | $0 | $21,347 | $0 | $364,407 | $0 | $0 | $0 |
| MR JONAH MURPHY-KOKODYNIAK | ||||||||||||||
| SVP, PROGRAM DEVELOPMENT | $259,928 | $0 | $52,000 | $0 | $1,266 | $0 | $32,640 | $0 | $15,897 | $0 | $361,731 | $0 | $0 | $0 |
| MR JAMES BROWN | ||||||||||||||
| SR. DIRECTOR, IT INFRASTRUCTURE | $197,634 | $0 | $5,000 | $0 | $659 | $0 | $24,058 | $0 | $17,187 | $0 | $244,538 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | EXECUTIVE 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 (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1, ORGANIZATION'S MISSION (CONTINUED): | TO THRIVE IN TODAY'S WORLD THROUGH SCHOLARSHIP, EXCHANGE, SCHOLAR RESCUE, AND OTHER HIGHER EDUCATION PROGRAMS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 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 12C | THE 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 15 | THE COMPENSATION AND HUMAN RESOURCES COMMITTEE OF THE BOARD ANNUALLY REVIEWS THE COMPENSATION FOR THE INSTITUTE'S SENIOR EXECUTIVES, INCLUDING THE CEO, CO-PRESIDENTS, EVP, AND SVPS. THE COMMITTEE BASES ITS REVIEW, IN PART, ON COMPARABLE DATA OBTAINED FROM AN OUTSIDE, INDEPENDENT CONSULTANT, WHICH IS UPDATED FROM TIME TO TIME. THE CEO ALSO PROVIDES SUGGESTIONS TO THE COMMITTTEE. THE COMMITTEE REVIEWS AND APPROVES THE ANNUAL SALARY, INCENTIVE COMPENSATION, AND ANY OTHER BENEFITS ("EXECUTIVE COMPENSATION") OF THE SENIOR EXECUTIVES, EXCLUDING THE CEO, 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. THE EXECUTIVE COMMITTEE THEN ADVISES THE BOARD OF ITS DETERMINATION. THE COMPENSATION DATA REPORTED IN THIS FORM 990 IS FOR THE PERIOD JANUARY 2022 THROUGH DECEMBER 2022. IIE'S CO-PRESIDENTS HAVE THE SAME BASE SALARY. IN A GIVEN YEAR, A CO-PRESIDENT MAY RECEIVE A BONUS OR TAKE ADVANTAGE OF A BENEFIT THAT MAY CREATE DIFFERENCES IN TOTAL COMPENSATION IN THAT PARTICULAR YEAR. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FINANCIAL STATEMENTS ARE AVAILABLE ON IIE'S WEBSITE. 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/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| IIE NETWORKS LLC | |||||||||||||
| ONE WORLD TRADE CENTER 36TH FL | NEW YORK | NY | 10017 | 465009643 | HOLDING CO | DE | $0 | $50,000 | IIE | ||||
| IIE OVERSEAS LLC | |||||||||||||
| 834178554 | HOLDING CO | DE | $0 | $554 | IIE | TVERSKOY BULEVAR 14 BLDG 1 | MOSCOW | RS | 125009 | ||||
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSTITUTE INTL EDUCATION NONPROFIT LTD | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BUDAPEST | AddressLine1Txt |
| Country | HU | CountryCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | EDUCATION EXCHANGE | PrimaryActivitiesTxt |
| Legal Domicile Foreign Country | HU | LegalDomicileForeignCountryCd |
| Exempt Code Section | FGN EXEMPT | ExemptCodeSectionTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IIE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUST (1) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | EDUCATION GRANTS | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IIE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | T | EntityTypeTxt |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSTITUTE INTL EDUCATION NONPROFIT (BUDAPEST) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | R | TransactionTypeTxt |
| Involved | $105,998 | InvolvedAmt |
| Method Of Amount Determination | BOOK | MethodOfAmountDeterminationTxt |