STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

INSTITUTE OF INTERNATIONAL EDUCATION INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
INSTITUTE OF INTERNATIONAL EDUCATION INC (EIN 13-1624046)
Tax period
2021-10-01 to 2022-09-30
Filed
2023-07-13
IRS object ID
202331949349301518
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-07-13T13:27:49-05:00ReturnTs
Tax Period End2022-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN366055558PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRANT THORNTON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1757 THIRD AVENUE 3RD FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100172013ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN131624046EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INSTITUTE OF INTERNATIONAL EDUCATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlINSTBusinessNameControlTxt
Phone2128838200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE WORLD TRADE CENTER 36TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10007ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAMY EAPPENPersonNm
Person TitleSENIOR VICE PRESIDENT AND CFOPersonTitleTxt
Phone2128838200PhoneNum
Signature2023-07-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstAMYPersonFirstNm
Person LastEAPPENPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonERIN COUTUREPreparerPersonNm
PTINP01390592PTIN
Phone2125990100PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerALLAN E GOODMANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE WORLD TRADE CENTER 36TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10007ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$341,263,911GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.IIE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1919FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionHELP PEOPLE AND ORGANIZATIONS LEVERAGE THE POWER OF INT'L EDUCATION - CONTINUED IN SCHEDULE OActivityOrMissionDesc
Voting Members Governing Body32VotingMembersGoverningBodyCnt
Voting Members Independent31VotingMembersIndependentCnt
Total Employee569TotalEmployeeCnt
Total Volunteers1905TotalVolunteersCnt
Total Gross UBI-$1,317TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$223,299,226PYContributionsGrantsAmt
CY Contributions Grants$285,465,601CYContributionsGrantsAmt
PY Program Service Revenue$28,267,419PYProgramServiceRevenueAmt
CY Program Service Revenue$35,103,709CYProgramServiceRevenueAmt
PY Investment Income$24,585,439PYInvestmentIncomeAmt
CY Investment Income$5,794,322CYInvestmentIncomeAmt
PY Other Revenue$20,138PYOtherRevenueAmt
CY Other Revenue$90,248CYOtherRevenueAmt
PY Total Revenue$276,172,222PYTotalRevenueAmt
CY Total Revenue$326,453,880CYTotalRevenueAmt
PY Grants And Similar Paid$148,773,694PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$209,438,263CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$57,382,895PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$58,808,419CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,896,875CYTotalFundraisingExpenseAmt
PY Other Expenses$38,439,771PYOtherExpensesAmt
CY Other Expenses$42,342,095CYOtherExpensesAmt
PY Total Expenses$244,596,360PYTotalExpensesAmt
CY Total Expenses$310,588,777CYTotalExpensesAmt
PY Revenues Less Expenses$31,575,862PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$15,865,103CYRevenuesLessExpensesAmt
Total Assets BOY$353,005,592TotalAssetsBOYAmt
Total Assets EOY$375,901,879TotalAssetsEOYAmt
Total Liabilities BOY$73,166,092TotalLiabilitiesBOYAmt
Total Liabilities EOY$124,790,034TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$279,839,500NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$251,111,845NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE INSTITUTE OF INTERNATIONAL EDUCATION, INC. (THE "INSTITUTE") IS A NOT-FOR-PROFIT ORGANIZATION THAT WAS ORGANIZED AND OPERATES EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES TO PROMOTE INTERNATIONAL EDUCATIONAL AND CULTURAL EXCHANGES. (SEE SCHEDULE O).ORGANIZATION'S MISSION STATEMENT (CONTINUED):THE INSTITUTE'S PROGRAMS INCLUDE, BUT ARE NOT LIMITED TO, MANAGING FELLOWSHIPS AND SCHOLARSHIPS; ASSISTING THREATENED STUDENTS AND SCHOLARS THROUGH ITS SCHOLAR RESCUE FUND, EMERGENCY STUDENT FUND, AND OTHER EFFORTS; DEVELOPING LEADERS BY BUILDING LEADERSHIP SKILLS AND ENHANCING THE CAPACITY OF INDIVIDUALS AND ORGANIZATIONS TO ADDRESS LOCAL AND GLOBAL CHALLENGES; PROVIDING STRATEGIC RESOURCES AND SERVICES TO HELP FACULTY AND ADMINISTRATORS 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 Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$229,227,861ExpenseAmt
Grant$186,094,753GrantAmt
Revenue$15,332,384RevenueAmt
DescINTERNATIONAL 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

FieldValueIRS element (for citing)
Expense$30,923,602ExpenseAmt
Grant$15,601,267GrantAmt
Revenue$5,249,666RevenueAmt
DescLEADERSHIP DEVELOPMENT EDUCATIONAL SERVICES:THE INSTITUTE IMPLEMENTS PROGRAMS TO BUILD LEADERSHIP SKILLS AND ENHANCE THE CAPACITY OF INDIVIDUALS AND ORGANIZATIONS TO ADDRESS LOCAL AND GLOBAL CHALLENGES. LONG AND SHORT TERM TRAINING PROGRAMS IMPLEMENTED BY THE INSTITUTE CONNECT STUDENTS AND PROFESSIONALS WITH PEERS AND COLLEAGUES AROUND THE WORLD TO GAIN THE SKILLS AND INTERNATIONAL PERSPECTIVES THEY WILL NEED TO FORGE SOLUTIONS TO GLOBAL CHALLENGES, EXAMPLES INCLUDE: NATIONAL SECURITY EDUCATION PROGRAMS SPONSORED BY THE U.S. DEPARTMENT OF DEFENSE, AND USAID PROGRAMS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$10,593,862ExpenseAmt
Grant$1,867,771GrantAmt
Revenue$13,922,223RevenueAmt
DescHIGHER EDUCATION INSTITUTIONAL DEVELOPMENT:THE INSTITUTE WORKS CLOSELY WITH PUBLIC AND PRIVATE HIGHER EDUCATION INSTITUTIONS TO DEVELOP HIGH-QUALITY ACADEMIC EXCHANGE PROGRAMS IN COORDINATION WITH GOVERNMENT AND NOT-FOR-PROFIT ORGANIZATIONS AND CORPORATIONS. LEVERAGING EXTENSIVE NETWORKS AND EXPERTISE WITHIN THE HIGHER EDUCATION COMMUNITY WORLDWIDE, THE INSTITUTE IS UNIQUELY POSITIONED TO HELP SHAPE NEW UNIVERSITIES AND EXPAND THE CAPABILITIES AND RELATIONSHIPS OF EXISTING ACADEMIC INSTITUTIONS. THE INSTITUTE ALSO HELPS IDENTIFY AND DEVELOP RELATIONSHIPS WITH UNIVERSITIES IN THE US AND OTHER COUNTRIES, EXAMPLES INCLUDE: THE KING ABDULLAH UNIVERSITY OF SCIENCE AND TECHNOLOGY (KAUST) AND NEW YORK UNIVERSITY, ABU DHABI.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$9,551,043ExpenseAmt
Grant$5,874,472GrantAmt
Revenue$599,436RevenueAmt
DescEMERGENCY 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
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$9,551,043TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$5,874,472TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$599,436TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$280,296,368TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (1)MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document149IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee569EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryCHForeignCountryCd
Foreign CountryHUForeignCountryCd
Foreign CountryBMForeignCountryCd
Foreign CountryMXForeignCountryCd
Foreign CountryTHForeignCountryCd
Foreign CountryVMForeignCountryCd
Foreign CountryEGForeignCountryCd
Foreign CountryINForeignCountryCd
Foreign CountryRSForeignCountryCd
Foreign CountryUPForeignCountryCd
Foreign CountryETForeignCountryCd
Foreign CountryUKForeignCountryCd
Foreign CountryIDForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members32GoverningBodyVotingMembersCnt
Independent Voting Member31IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldLAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

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

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE WORLD TRADE CENTER 36TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10007ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (46 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
DR ALLAN E GOODMAN
CHIEF EXECUTIVE OFFICER/TRUSTEE40.000.00Yes (X)Yes (X)$770,766$0$52,036
MR HARTLEY R ROGERS
TREASURER/TRUSTEE1.500.00Yes (X)Yes (X)$0$0$0
MR MARK ANGELSON
CHAIR/TRUSTEE4.500.00Yes (X)Yes (X)$0$0$0
MR CALVIN G BUTLER JR
VICE CHAIR/TRUSTEE1.250.00Yes (X)Yes (X)$0$0$0
MR THOMAS A RUSSO
VICE CHAIR/TRUSTEE2.000.00Yes (X)Yes (X)$0$0$0
MS LINDA VESTER
TRUSTEE/VICE CHAIR (AS OF 01/2022)1.750.00Yes (X)Yes (X)$0$0$0
MS MARYAM PANAHY ANSARY
TRUSTEE (THRU 01/2022)2.250.00Yes (X)$0$0$0
MR SETH R BERGSTEIN
TRUSTEE2.500.00Yes (X)$0$0$0
DR LEE C BOLLINGER
TRUSTEE1.250.00Yes (X)$0$0$0
MS AMY BRANDT
TRUSTEE1.000.00Yes (X)$0$0$0
MS BARBARA BYRNE
TRUSTEE (THRU 06/10/2022)1.250.00Yes (X)$0$0$0
DR GEORGE CAMPBELL JR
TRUSTEE4.250.00Yes (X)$0$0$0
MS MARIA LIVANOS CATTAUI
V. CHAIR (THRU 01/2022)/TRUSTEE3.000.00Yes (X)Yes (X)$0$0$0
MR ROBERT L DILENSCHNEIDER
TRUSTEE3.750.00Yes (X)$0$0$0
MS COLLEEN GOGGINS
TRUSTEE1.250.00Yes (X)$0$0$0
MR JACK M GREENBERG
TRUSTEE1.250.00Yes (X)$0$0$0
MS JOYCE P HENDRICKS
TRUSTEE1.000.00Yes (X)$0$0$0
MS KAREN A HOLBROOK
TRUSTEE1.250.00Yes (X)$0$0$0
MR JONATHAN HOLLOWAY
TRUSTEE1.000.00Yes (X)$0$0$0
MR MICHAEL E HOUSTON
TRUSTEE (AS OF 05/2022)1.000.00Yes (X)$0$0$0
MR SANFORD A IBRAHIM
TRUSTEE (AS OF 01/2022)1.000.00Yes (X)$0$0$0
MR THOMAS S JOHNSON
TRUSTEE1.000.00Yes (X)$0$0$0
DR HENRY KAUFMAN
TRUSTEE1.000.00Yes (X)$0$0$0
MS LAYA KHADJAVI
TRUSTEE3.250.00Yes (X)$0$0$0
MR MAHBOOB MAHMOOD
TRUSTEE1.000.00Yes (X)$0$0$0
MR DWIGHT A MCBRIDE
TRUSTEE1.000.00Yes (X)$0$0$0
MS STEPHANIE J MUDICK
TRUSTEE1.000.00Yes (X)$0$0$0
DR HARRIS PASTIDES
TRUSTEE1.250.00Yes (X)$0$0$0
MR GEORGE RUPP
TRUSTEE2.250.00Yes (X)$0$0$0
DR JAN SIEGMUND
TRUSTEE (AS OF 09/2022)1.000.00Yes (X)$0$0$0
MS JOANNE BERGER-SWEENEY
TRUSTEE1.000.00Yes (X)$0$0$0
HRH PRINCESS GHIDA TALAL
TRUSTEE (THRU 01/2022)1.000.00Yes (X)$0$0$0
MR MARTIN Y TANG
TRUSTEE1.500.00Yes (X)$0$0$0
MS AMY TOWERS
TRUSTEE1.000.00Yes (X)$0$0$0
MS SARAH WATERBURY
TRUSTEE1.000.00Yes (X)$0$0$0
DR MARK S WRIGHTON
TRUSTEE1.500.00Yes (X)$0$0$0
MR JASON CZYZ - EVP CFO
CO-PRESIDENT (AS OF 01/2022)40.000.00Yes (X)$641,516$0$30,023
MS COURTNEY TEMPLE - SVP
CAO/EVP (AS OF 01/2022)40.000.00Yes (X)$409,123$0$30,976
MS AMY EAPPEN - SVPCHIEF
FINANCIAL OFFICER (AS OF 01/2022)40.000.00Yes (X)$214,466$0$44,993
MS KATHERINE CAMPBELL
SECRETARY40.000.00Yes (X)$104,217$0$19,204
MS A SARAH HOLLINGER - SVP
SCHLR. OFF./CO-PRES. (AS OF 01/2022)40.000.00Yes (X)$374,359$0$54,899
MR PETER YOUNG
SVP, CHIEF TECHNOLOGY OFFICER40.000.00$372,553$0$31,997Yes (X)
MS EDITH CECIL
SENIOR VICE PRESIDENT40.000.00$339,785$0$44,257Yes (X)
MR JONAH MURPHY-KOKODYNIAK
SVP, PROGRAM DEVELOPMENT40.000.00$317,754$0$44,587Yes (X)
MS CHERYL ROBERTS
CONTROLLER40.000.00$250,442$0$27,267Yes (X)
MS NINA SMITH
SVP, CHIEF PHILANTHROPY OFFICER40.000.00$242,829$0$5,233Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$4,037,810TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$385,472TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K81IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
PRICEWATERHOUSECOOPERS LLP
PO BOX 7247-8001PHILADELPHIAPA19170AUDIT & TAX SERVICES$617,000
MARKS PANETH LLP
685 THIRD AVENUENEW YORKNY10017TAX ADVISORS$539,470
JURIN CONSULTING SERVICES LLC
2250 2ND STREETJACKSONVILLE BEACHFL32250PEOPLESOFT SUPPORT$209,490
SKADDEN ARPS SLATE MEAGHER & FLOM LLP
FOUR TIMES SQUARENEW YORKNY10036LEGAL SERVICES$173,438
KAE STRATEGIC LLC
2101 L STREET NW SUITE 800WASHINGTONDC20037PROGRAM STRATEGY SERVICES$147,500
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K11CntrctRcvdGreaterThan100KCnt
Government Grants$250,732,076GovernmentGrantsAmt
All Other Contributions$34,733,525AllOtherContributionsAmt
Total Contributions$285,465,601TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
FIXED FEE CONTRACTS900099$34,048,263$34,048,263
PUBLICATIONS & MEMBERSHIP FEES900099$677,256$677,256
EDUCATIONAL FORUM900099$378,190$378,190
FieldValueIRS element (for citing)
Total Program Service Revenue$35,103,709TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,099,585TotalRevenueColumnAmt
Unrelated Business Revenue-$1,317UnrelatedBusinessRevenueAmt
Exclusion$4,100,902ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$16,504,768SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$14,810,031SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,694,737SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,694,737TotalRevenueColumnAmt
Exclusion$1,694,737ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS REVENUEDesc
Business900099BusinessCd
Total Revenue Column$90,248TotalRevenueColumnAmt
Exclusion$90,248ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$90,248OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$326,453,880TotalRevenueColumnAmt
Related Or Exempt Func Income$35,103,709RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$1,317UnrelatedBusinessRevenueAmt
Exclusion$5,885,887ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$51,453,831TotalAmt
Program Services$51,453,831ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$145,950,151TotalAmt
Program Services$145,950,151ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$12,034,281TotalAmt
Program Services$12,034,281ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,733,297TotalAmt
Program Services$1,901,095ProgramServicesAmt
Management And General$775,981ManagementAndGeneralAmt
Fundraising$56,221FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$42,407,555TotalAmt
Program Services$29,495,800ProgramServicesAmt
Management And General$12,039,476ManagementAndGeneralAmt
Fundraising$872,279FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$3,445,707TotalAmt
Program Services$2,396,598ProgramServicesAmt
Management And General$978,234ManagementAndGeneralAmt
Fundraising$70,875FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$7,468,306TotalAmt
Program Services$5,194,444ProgramServicesAmt
Management And General$2,120,247ManagementAndGeneralAmt
Fundraising$153,615FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$2,753,554TotalAmt
Program Services$1,915,184ProgramServicesAmt
Management And General$781,732ManagementAndGeneralAmt
Fundraising$56,638FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$512,553TotalAmt
Program Services$158,419ProgramServicesAmt
Management And General$351,980ManagementAndGeneralAmt
Fundraising$2,154FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$631,932TotalAmt
Program Services$10,868ProgramServicesAmt
Management And General$621,064ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$302,605TotalAmt
Management And General$302,605ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$339,679TotalAmt
Management And General$339,679ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$21,205,534TotalAmt
Program Services$17,909,456ProgramServicesAmt
Management And General$2,973,780ManagementAndGeneralAmt
Fundraising$322,298FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,021,622TotalAmt
Program Services$973,703ProgramServicesAmt
Management And General$1,013,685ManagementAndGeneralAmt
Fundraising$34,234FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$2,469,433TotalAmt
Program Services$881,490ProgramServicesAmt
Management And General$1,585,026ManagementAndGeneralAmt
Fundraising$2,917FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$6,306,609TotalAmt
Program Services$5,697,125ProgramServicesAmt
Management And General$363,670ManagementAndGeneralAmt
Fundraising$245,814FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,018,413TotalAmt
Program Services$1,708,039ProgramServicesAmt
Management And General$295,524ManagementAndGeneralAmt
Fundraising$14,850FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,539,872TotalAmt
Program Services$2,382,125ProgramServicesAmt
Management And General$95,296ManagementAndGeneralAmt
Fundraising$62,451FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$3,370,981TotalAmt
Program Services$225,863ProgramServicesAmt
Management And General$3,142,589ManagementAndGeneralAmt
Fundraising$2,529FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$486,115TotalAmt
Program Services$7,896ProgramServicesAmt
Management And General$478,219ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescBAD DEBT EXPENSEDesc
Total$136,747TotalAmt
Management And General$136,747ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$310,588,777TotalAmt
Program Services$280,296,368ProgramServicesAmt
Management And General$28,395,534ManagementAndGeneralAmt
Fundraising$1,896,875FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$10,821,059BOYAmt
EOY$17,234,567EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$58,606,841BOYAmt
EOY$53,820,273EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,267,708BOYAmt
EOY$4,606,248EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$37,517,519BOYAmt
EOY$51,016,600EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$7,718,807BOYAmt
EOY$6,613,143EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$36,872,203LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$23,147,991LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$11,694,883BOYAmt
EOY$13,724,212EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$210,568,260BOYAmt
EOY$167,917,540EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$11,255,024BOYAmt
EOY$20,824,899EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$3,555,491BOYAmt
EOY$40,144,397EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$353,005,592BOYAmt
EOY$375,901,879EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$44,440,936BOYAmt
EOY$48,441,714EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$28,595,927BOYAmt
EOY$32,142,842EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$129,229BOYAmt
EOY$227,461EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$43,978,017EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$73,166,092BOYAmt
EOY$124,790,034EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$187,930,411BOYAmt
EOY$170,100,752EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$91,909,089BOYAmt
EOY$81,011,093EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$279,839,500BOYAmt
EOY$251,111,845EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$353,005,592BOYAmt
EOY$375,901,879EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$15,865,103ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$44,592,758NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$315,474,447CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$300,417,753CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$241,622,225CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$223,299,226CurrentTaxYearMinus1YearAmt
Current Tax Year$285,465,601CurrentTaxYearAmt
Total$1,366,279,252TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$315,474,447CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$300,417,753CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$241,622,225CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$223,299,226CurrentTaxYearMinus1YearAmt
Current Tax Year$285,465,601CurrentTaxYearAmt
Total$1,366,279,252TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$35,183,656SubstantialContributorsTotAmt
Public Support Total170$1,331,095,596PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,775,451CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,724,149CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,212,674CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,157,421CurrentTaxYearMinus1YearAmt
Current Tax Year$4,099,585CurrentTaxYearAmt
Total$12,969,280TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$122,134CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$85,250CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$31,363CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$20,138CurrentTaxYearMinus1YearAmt
Current Tax Year$90,248CurrentTaxYearAmt
Total$349,133TotalAmt
FieldValueIRS element (for citing)
Total Support$1,379,597,665TotalSupportAmt
Gross Receipts Rltd Activities$154,048,919GrossReceiptsRltdActivitiesAmt
Public Support CY1700.96480PublicSupportCY170Pct
Public Support PY1700.91630PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationMISCELLANEOUS REVENUE - 2017 AMOUNT: $ 122,134. 2018 AMOUNT: $ 85,250. 2019 AMOUNT: $ 31,363. 2020 AMOUNT: $ 20,138. 2021 AMOUNT: $ 90,248.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteersYes (1)VolunteersInd
Paid Staff Or ManagementYes (1)PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings MembersYes (1)MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (1)DirectContactLegislatorsInd
Direct Contact Legislators$302,605DirectContactLegislatorsAmt
Rallies Demonstrations0RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Total Lobbying Expenditures$302,605TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationTHE 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 WE HAVE SUPPLEMENTED THESE VISITS WITH CORRESPONDENCE.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held14DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held9FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$2,383,508DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$1,346,992FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$1,145,062DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$1,340,992FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$3,363,163DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$0FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$163,447,909BeginningYearBalanceAmt
Contributions$106,017ContributionsAmt
Investment Earnings Or Losses$23,274,477InvestmentEarningsOrLossesAmt
Other Expenditures$3,709,724OtherExpendituresAmt
End Year Balance$183,118,679EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$77,107,494BeginningYearBalanceAmt
Contributions$82,095,285ContributionsAmt
Investment Earnings Or Losses$7,495,791InvestmentEarningsOrLossesAmt
Other Expenditures$3,250,661OtherExpendituresAmt
End Year Balance$163,447,909EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$78,423,839BeginningYearBalanceAmt
Contributions$251,247ContributionsAmt
Investment Earnings Or Losses$1,557,529InvestmentEarningsOrLossesAmt
Other Expenditures$3,125,121OtherExpendituresAmt
End Year Balance$77,107,494EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$76,578,973BeginningYearBalanceAmt
Contributions$1,802,827ContributionsAmt
Investment Earnings Or Losses$5,090,039InvestmentEarningsOrLossesAmt
Other Expenditures$5,048,000OtherExpendituresAmt
End Year Balance$78,423,839EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.60000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.03700PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.36300TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,497,206OtherCostOrOtherBasisAmt
Depreciation$625,829DepreciationAmt
Book Value$5,871,377BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,783,163OtherCostOrOtherBasisAmt
Depreciation$575,835DepreciationAmt
Book Value$5,207,328BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$24,591,834OtherCostOrOtherBasisAmt
Depreciation$21,946,327DepreciationAmt
Book Value$2,645,507BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$13,724,212TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
MULTI-STRATEGY$16,317,676F
EQUITY-ORIENTED$4,247,498F
DEBT-BOND FUNDS$259,725F
FieldValueIRS element (for citing)
Total Book Value Securities$20,824,899TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
RIGHT-OF-USE ASSETS$37,317,437
BENEFICIAL INTERESTS IN PERPETUAL TRUSTS HELD BY THIRD PARTIES$2,826,960
FieldValueIRS element (for citing)
Total Book Value Other Assets$40,144,397TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescOPERATING LEASE LIABILITIESDesc
Amt$43,978,017Amt
FieldValueIRS element (for citing)
Total Liability$43,978,017TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$281,521,443TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$44,592,758NetUnrealizedGainsInvstAmt
Revenue Not Reported-$44,592,758RevenueNotReportedAmt
Revenue Subtotal$326,114,201RevenueSubtotalAmt
Investment Expenses Not Incld$339,679InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$339,679RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$326,453,880TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$310,249,098TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$310,249,098ExpensesSubtotalAmt
Investment Expenses Not Incld2$339,679InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$339,679ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$310,588,777TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

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

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (22 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
CENTRAL AMERICA AND THE CARIBBEAN00PROGRAM SERVICESEDUCATION GRANTS-INDIV$176,994
EAST ASIA AND THE PACIFIC00PROGRAM SERVICESEDUCATION GRANTS-INDIV$2,667,805
EAST ASIA AND THE PACIFIC00GRANTMAKING$282,361
EAST ASIA AND THE PACIFIC420MAINTAINING OFFICES$3,217,988
EUROPE (INCLUDING ICELAND & GREENLAND)00PROGRAM SERVICESEDUCATION GRANTS-INDIV$2,104,470
EUROPE (INCLUDING ICELAND & GREENLAND)00GRANTMAKING$93,383
EUROPE (INCLUDING ICELAND & GREENLAND)17MAINTAINING OFFICES$1,401,882
MIDDLE EAST AND NORTH AFRICA00PROGRAM SERVICESEDUCATION GRANTS-INDIV$1,031,144
MIDDLE EAST AND NORTH AFRICA00GRANTMAKING$1,157,015
MIDDLE EAST AND NORTH AFRICA113MAINTAINING OFFICES$1,143,194
NORTH AMERICA00PROGRAM SERVICESEDUCATION GRANTS-INDIV$835,566
NORTH AMERICA00GRANTMAKING$50,000
NORTH AMERICA118MAINTAINING OFFICES$3,503,653
RUSSIA AND NEIGHBORING STATES00PROGRAM SERVICESEDUCATION GRANTS-INDIV$292,219
RUSSIA AND NEIGHBORING STATES00GRANTMAKING$148,575
RUSSIA AND NEIGHBORING STATES224MAINTAINING OFFICES$2,982,118
SOUTH AMERICA00PROGRAM SERVICESEDUCATION GRANTS-INDIV$990,951
SOUTH ASIA00PROGRAM SERVICESEDUCATION GRANTS-INDIV$458,576
SOUTH ASIA16MAINTAINING OFFICES$837,421
SUB-SAHARAN AFRICA00PROGRAM SERVICESEDUCATION GRANTS-INDIV$1,745,221
SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO,114MAINTAINING OFFICES$416,463
CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,00INVESTMENTS$15,531,318
FieldValueIRS element (for citing)
Subtotal Offices5SubtotalOfficesCnt
Subtotal Employees27SubtotalEmployeesCnt
Continuation Total Office6ContinuationTotalOfficeCnt
Continuation Total Employee75ContinuationTotalEmployeeCnt
Total Office11TotalOfficeCnt
Total Employee102TotalEmployeeCnt
Subtotal Spent$10,976,027SubtotalSpentAmt
Continuation Spent$30,092,290ContinuationSpentAmt
Total Spent$41,068,317TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (13 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtNon Cash AssistanceNonCashAssistanceAmt
EAST ASIA AND THE PACIFICEDUCATION EXCHANGE$23,708WIRE TRANSFER$0
EAST ASIA AND THE PACIFICEDUCATION EXCHANGE$94,985WIRE TRANSFER$0
EAST ASIA AND THE PACIFICEDUCATION EXCHANGE$25,000WIRE TRANSFER$0
EAST ASIA AND THE PACIFICEDUCATION EXCHANGE$113,669WIRE TRANSFER$0
EAST ASIA AND THE PACIFICEDUCATION EXCHANGE$25,000WIRE TRANSFER$0
EUROPE (INCLUDING ICELAND & GREENLAND)EDUCATION EXCHANGE$25,000WIRE TRANSFER$0
EUROPE (INCLUDING ICELAND & GREENLAND)EDUCATION EXCHANGE$68,383WIRE TRANSFER$0
MIDDLE EAST AND NORTH AFRICAEDUCATION EXCHANGE$293,279WIRE TRANSFER$0
MIDDLE EAST AND NORTH AFRICAEDUCATION EXCHANGE$849,836WIRE TRANSFER$0
MIDDLE EAST AND NORTH AFRICAEDUCATION EXCHANGE$13,900WIRE TRANSFER$0
NORTH AMERICAEDUCATION EXCHANGE$25,000WIRE TRANSFER$0
NORTH AMERICAEDUCATION EXCHANGE$25,000WIRE TRANSFER$0
RUSSIA AND NEIGHBORING STATESEDUCATION EXCHANGE$148,575WIRE TRANSFER$0
FieldValueIRS element (for citing)
Total501c3 Org13Total501c3OrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (34 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
STIPENDS & GRANTSCENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,25$126,878WIRE TRANSFER
TUITION, BOOKS AND FEESCENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,2$40,000WIRE TRANSFER
HEALTH INSURANCEEAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,74$125,849WIRE TRANSFER
STIPENDS & GRANTSEAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,365$1,609,636WIRE TRANSFER
TRAVELEAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,31$62,921WIRE TRANSFER
TUITION, BOOKS AND FEESEAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,96$864,749WIRE TRANSFER
HEALTH INSURANCEEUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU36$18,674WIRE TRANSFER
OTHER EDUCATIONAL EXPENSESEUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU18$12,706WIRE TRANSFER
STIPENDS & GRANTSEUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU161$1,146,624WIRE TRANSFER
TRAVELEUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU35$44,454WIRE TRANSFER
TUITION, BOOKS AND FEESEUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU56$882,011WIRE TRANSFER
HEALTH INSURANCEMIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT,33$22,403WIRE TRANSFER
STIPENDS & GRANTSMIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT,85$378,040WIRE TRANSFER
TRAVELMIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT,25$41,073WIRE TRANSFER
TUITION, BOOKS AND FEESMIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT,34$585,300WIRE TRANSFER
HEALTH INSURANCENORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES32$8,294WIRE TRANSFER
OTHER EDUCATIONAL EXPENSESNORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES14$12,335WIRE TRANSFER
STIPENDS & GRANTSNORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES93$474,398WIRE TRANSFER
TRAVELNORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES35$52,639WIRE TRANSFER
TUITION, BOOKS AND FEESNORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES25$287,901WIRE TRANSFER
STIPENDS & GRANTSRUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS,69$250,929WIRE TRANSFER
TRAVELRUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS,8$17,985WIRE TRANSFER
TUITION, BOOKS AND FEESRUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS,5$21,956WIRE TRANSFER
STIPENDS & GRANTSSOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR,106$794,429WIRE TRANSFER
TRAVELSOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR,19$47,622WIRE TRANSFER
TUITION, BOOKS AND FEESSOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR,11$146,400WIRE TRANSFER
STIPENDS & GRANTSSOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL,82$390,452WIRE TRANSFER
TRAVELSOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL,36$19,823WIRE TRANSFER
TUITION, BOOKS AND FEESSOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL,9$43,874WIRE TRANSFER
HEALTH INSURANCESUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO,41$41,944WIRE TRANSFER
OTHER EDUCATIONAL EXPENSESSUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO,26$20,969WIRE TRANSFER
STIPENDS & GRANTSSUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO,171$1,167,162WIRE TRANSFER
TRAVELSUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO,53$88,335WIRE TRANSFER
TUITION, BOOKS AND FEESSUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO,39$426,812WIRE TRANSFER
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott CountriesYes (1)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 2:PROCEDURES FOR MONITORING GRANTS OUTSIDE THE UNITED STATES: OVERALL: ALL OPERATIONS ARE CLOSELY MANAGED BY THE PROGRAM MANAGERS AND VARIOUS DEPARTMENTS WITHIN FINANCE AND ADMINISTRATION (I.E., CFO, GRANTS AND CONTRACTS, LEGAL SERVICES AND ADMINISTRATIVE SERVICES). THERE IS REGULAR MONTHLY MONITORING BY FINANCIAL MANAGERS, 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 AGREEEMENTS 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

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

Recipient Table RecipientTable (70 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
AMERICAN UNIVERSITY
4400 MASSACHUSETTS AVENUE NWWASHINGTONDC20016530196549501(C)(3)$404,313$0EDUCATION EXCHANGE
ARIZONA STATE UNIVERSITY
PO BOX 875812TEMPEAZ852875812860196696GOV'T$1,298,747$0EDUCATION EXCHANGE
BARD COLLEGE
30 CAMPUS ROADANNANDALEONHUDSONNY125045000141713034501(C)(3)$25,000$0EDUCATION EXCHANGE
BOSTON UNIVERSITY
881 COMMONWEALTH AVENUEBOSTONMA02215042103547501(C)(3)$231,717$0EDUCATION EXCHANGE
BRIGHAM YOUNG UNIVERSITY
A261 ASBPROVOUT84602870217280501(C)(3)$702,419$0EDUCATION EXCHANGE
BRYN MAWR COLLEGE
101 N MERLON AVEBRYN MAWRPA190102899231352621501(C)(3)$1,553,456$0EDUCATION EXCHANGE
CALIFORNIA STATE UNIVERSITY LONG BEACH
6300 STATE UNIVERSITY DRIVELONG BEACHCA90815946106694GOV'T$455,301$0EDUCATION EXCHANGE
COLLEGE OF WILLIAM AND MARY
BURSARS OFFICE STUDENT ACCOUNTSWILLIAMSBURGVA231878795546001718GOV'T$394,941$0EDUCATION EXCHANGE
CONCORDIA COLLEGE
901 8TH STREET SOUTHMOORHEADMN56562410693977501(C)(3)$1,128,495$0EDUCATION EXCHANGE
CORNELL UNIVERSITY
DIVISION OF FINANCIAL AFFAIRSITHACANY14850150532082501(C)(3)$394,991$0EDUCATION EXCHANGE
COUNCIL OF AMERICAN OVERSEAS RESEARCH CENTER
PO BOX 37012WASHINGTONDC200137012521395971501(C)(3)$95,109$0EDUCATION EXCHANGE
EMBRY-RIDDLE AERONAUTICAL UNIVERSITY
600 CLYDE MORRIS BLVDDAYTONA BEACHFL321143900590936101501(C)(3)$484,129$0EDUCATION EXCHANGE
EMORY UNIVERSITY
PO BOX 935084ATLANTAGA311935084580566256501(C)(3)$225,266$0EDUCATION EXCHANGE
GEORGE MASON UNIVERSITY
4400 UNIVERSITY DRIVEFAIRFAXVA22030540836354GOV'T$465,001$0EDUCATION EXCHANGE
GEORGE WASHINGTON UNIVERSITY
45155 RESEARCH PLACE 2ND FLOORASHBURNVA20147530196584501(C)(3)$806,828$0EDUCATION EXCHANGE
GEORGIA TECH RESEARCH CORPORATION
PO BOX 100117ATLANTAGA30384580603146GOV'T$511,923$0EDUCATION EXCHANGE
INDIANA UNIVERSITY
601 E KIRKWOOD AVENUEBLOOMINGTONIN474051223356001673GOV'T$4,826,539$0EDUCATION EXCHANGE
INTERNATIONAL HOUSE DAVIS
10 COLLEGE PARKDAVISCA95616942822342501(C)(3)$38,426$0EDUCATION EXCHANGE
JAMES MADISON UNIVERSITY
1031 S MAIN STHARRISONBURGVA22807546001756GOV'T$564,281$0EDUCATION EXCHANGE
MARQUETTE UNIVERSITY
OFFICE OF THE COMPTROLLERMILWAUKEEWI532331881390806251501(C)(3)$469,786$0EDUCATION EXCHANGE
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVENUECAMBRIDGEMA02139042103594501(C)(3)$325,848$0EDUCATION EXCHANGE
MICHIGAN STATE UNIVERSITY
306 COLLEGE LAW BLDGEAST LANSINGMI48824381358000GOV'T$56,563$0EDUCATION EXCHANGE
MIDDLEBURY INSTITUTE OF INTERNATIONAL STUDIES AT MONTEREY
460 PIERCE STREETMONTEREYCA93940941425570501(C)(3)$54,320$0EDUCATION EXCHANGE
NORTH CAROLINA STATE UNIVERSITY
CAMPUS BOX 7214RALEIGHNC276957214566000756GOV'T$353,163$0EDUCATION EXCHANGE
NORTHEASTERN ILLINOIS UNIVERSITY
5500 NORTH ST LOUIS AVENUECHICAGOIL60625366009515GOV'T$13,320$0EDUCATION EXCHANGE
NORTHERN ILLINOIS UNIVERSITY
1425 W LINCOLN HWYDEKALBIL601152828366008480GOV'T$25,000$0EDUCATION EXCHANGE
NORWICH UNIVERSITY
158 HARMON DRIVENORTHFIELDVT05663030179424501(C)(3)$9,157$0EDUCATION EXCHANGE
ONE TO WORLD INC
285 WEST BROADWAYNEW YORKNY10013133179151501(C)(3)$52,214$0EDUCATION EXCHANGE
PENNSYLVANIA STATE UNIVERSITY
408 OLD MAINUNIVERSITY PARKPA16802246000376GOV'T$137,538$0EDUCATION EXCHANGE
PORTLAND STATE UNIVERSITY
PO BOX 751-SPAPORTLANDOR972070751364776757GOV'T$371,261$0EDUCATION EXCHANGE
RESEARCH FOUNDATION CUNY
230 WEST 41ST STREETNEWYERKNY10036020733394501(C)(3)$1,172,596$0EDUCATION EXCHANGE
RUTGERS THE STATE UNIV OF NJ
33 KNIGHTSBRIGE RD 2ND FLR E WINGPISCATAWAYNJ088543925226001086GOV'T$30,000$0EDUCATION EXCHANGE
SAN DIEGO STATE UNIVERSITY FOUNDATION
5250 CAMPANILE DRSAN DIEGOCA92182956042721501(C)(3)$2,498,101$0EDUCATION EXCHANGE
SAN FRANCISCO STATE UNIVERSITY
1600 HOLLOWAY AVESAN FRANCISCOCA20742931137247GOV'T$392,169$0EDUCATION EXCHANGE
SHENANDOAH UNIVERSITY
1460 UNIVERSITY DRIVEWINCHESTERVA22601540525605501(C)(3)$25,000$0EDUCATION EXCHANGE
SYRACUSE UNIVERSITY
640 SKYTOP RDSYRACUSENY132445300150532081501(C)(3)$509,253$0EDUCATION EXCHANGE
TEXAS A AND M UNIVERSITY
SPONSORED RESEARCH SERVICESCOLLEGE STATIONTX77845746000531GOV'T$249,536$0EDUCATION EXCHANGE
THE CITADEL
THE MILITARY COLLEGE OF SOUTHCHARLESTONSC294090530576000217GOV'T$85,464$0EDUCATION EXCHANGECAROLINA
UNIVERSITY OF UTAH
201 S PRESIDENTS CIRCLESALT LAKE CITYUT841120922876000525GOV'T$368,978$0EDUCATION EXCHANGE
U OF KS CENTER FOR RESEARCH INC
ACCOUNTS RECEIVABLELAWRENCEKS660457568480680117501(C)(3)$1,214,741$0EDUCATION EXCHANGE
UNIVERSITY OF ARIZONA
888 N EUCLID AVE ROOM 510TUCSONAZ85719742652689GOV'T$1,890,783$0EDUCATION EXCHANGE
UNIVERSITY OF CALIFORNIA DAVIS
1333 RESEARCH PARK DRIVEDAVISCA95618946036494GOV'T$241,705$0EDUCATION EXCHANGE
UNIVERSITY OF CALIFORNIA LOS ANGELES
10920 WILSHIRE BLVD SUITE 500LOS ANGELESCA90024956006143GOV'T$369,802$0EDUCATION EXCHANGE
UNIVERSITY OF FLORIDA
PO BOX 113201GAINESVILLEFL32611596002052GOV'T$1,200,645$0EDUCATION EXCHANGE
UNIVERSITY OF GEORGIA
424 EAST BROAD STREETATHENSGA30602586001998GOV'T$1,075,998$0EDUCATION EXCHANGE
UNIVERSITY OF HAWAII
2600 CAMPUS ROAD QLCSS 105HONOLULUHI96822996000354GOV'T$2,534,380$0EDUCATION EXCHANGE
UNIVERSITY OF HOUSTON
4444 CULLEN BLVDHOUSTONTX77004746001399GOV'T$5,465$0EDUCATION EXCHANGE
UNIVERSITY OF KENTUCKY
322 PETERSON SERVICE BUILDINGLEXINGTONKY40506616001218GOV'T$216,144$0EDUCATION EXCHANGE
UNIVERSITY OF MARYLAND
4101 CHESAPEAKE BUILDINGCOLLEGE PARKMD94501526002033GOV'T$1,372,965$0EDUCATION EXCHANGE
UNIVERSITY OF MINNESOTA
REGENTS OF UNIVERSITY OF MINNESOTAMINNEAPOLISMN554855957416007513GOV'T$815,051$0EDUCATION EXCHANGE
UNIVERSITY OF MISSISSIPPI
ACCOUNTING OFFICEUNIVERSITYMS386771848646001159GOV'T$1,524,255$0EDUCATION EXCHANGE
UNIVERSITY OF MONTANA
32 CAMPUS DRIVEMISSOULAMT598124104816001713GOV'T$8,952,799$0EDUCATION EXCHANGE
UNIVERSITY OF NORTH CAROLINA
OFFICE OF SPONSORED RESEARCHCHAPEL HILLNC27599566001393GOV'T$322,015$0EDUCATION EXCHANGE
UNIVERSITY OF NORTH GEORGIA
82 COLLEGE CIRCLEDAHLONEGAGA30597586002060GOV'T$715,737$0EDUCATION EXCHANGE
UNIVERSITY OF NOTRE DAME
731 GRACE HALLNOTRE DAMEIN46556350868188501(C)(3)$55,000$0EDUCATION EXCHANGE
UNIVERSITY OF OREGON
PO BOX 3237EUGENEOR97403464727800GOV'T$430,861$0EDUCATION EXCHANGE
UNIVERSITY OF PITTSBURGH
PO BOX 371220PITTSBURGHPA152517220250965591GOV'T$467,974$0EDUCATION EXCHANGE
UNIVERSITY OF RHODE ISLAND
100 QUINN HALLKINGSTONRI028810820223011455GOV'T$737,018$0EDUCATION EXCHANGE
UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DRIVEAUSTINTX78712746000203GOV'T$509,868$0EDUCATION EXCHANGE
UNIVERSITY OF TEXAS AT SAN ANTONIO
FLN 1 04 08 ONE UTSA CIRCLESAN ANTONIOTX78249741717115GOV'T$12,701$0EDUCATION EXCHANGE
UNIVERSITY OF WASHINGTON
4300 ROOSEVELT WAYSEATTLEWA98195916001537GOV'T$323,113$0EDUCATION EXCHANGE
UNIVERSITY OF WISCONSIN
UW MADISON GAR ACCOUNTMILWAUKEEWI532780538391805963GOV'T$2,628,251$0EDUCATION EXCHANGE
UNIVERSITY OF WYOMING
1000 E UNIVERSITY AVELARAMIEWY82071836000331GOV'T$455,504$0EDUCATION EXCHANGE
VIRGINIA POLYTECHNIC INSTITUTE AND STATE UNIVERSITY
OFFICE OF SPONSORED PROGRAMSBLACKSBURGVA24061546001805GOV'T$476,384$0EDUCATION EXCHANGE
VANDERBILT UNIVERSITY
PMB 406310NASHVILLETN37240620476822501(C)(3)$270,168$0EDUCATION EXCHANGE
VIRGINIA MILITARY INSTITUTE
VMI RESEARCH LABROTORIES INCLEXINGTONVA24450546001803GOV'T$429,942$0EDUCATION EXCHANGE
WESTERN KY UNIV RESEARCH FOUNDATION
2413 NASHVILLE ROADBOWLING GREENKY42101951642394501(C)(3)$314,691$0EDUCATION EXCHANGE
WOODROW WILSON INTL CTR FOR SCHOLAR
1300 PENNSYLVANIA AVE NWWASHINGTONDC20004521067541501(C)(3)$27,839$0EDUCATION EXCHANGE
WORLDBOSTON
33 BROAD STREETBOSTONMA02109042281954501(C)(3)$40,013$0EDUCATION EXCHANGE
WORLDCHICAGO
309 W WASHINGTON STREETCHICAGOIL60606362406639501(C)(3)$15,870$0EDUCATION EXCHANGE
FieldValueIRS element (for citing)
Total501c3 Org70Total501c3OrgCnt

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

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
HEALTH INSURANCE2190$4,005,039
OTHER EDUCATIONAL EXPENSES2185$2,873,806
STIPENDS & GRANTS14426$100,156,726
TRAVEL4798$8,629,753
TUITION, BOOKS AND FEES3936$30,284,827

Supplemental Information Detail SupplementalInformationDetail

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

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
DR ALLAN E GOODMAN
CHIEF EXECUTIVE OFFICER/TRUSTEE$600,622$0$114,000$0$56,144$0$32,000$0$20,036$0$822,802$0$0$0
MR JASON CZYZ - EVP CFO
CO-PRESIDENT (AS OF 01/2022)$455,400$0$164,000$0$22,116$0$29,663$0$360$0$671,539$0$0$0
MS COURTNEY TEMPLE - SVP
CAO/EVP (AS OF 01/2022)$298,000$0$110,000$0$1,123$0$26,696$0$4,280$0$440,099$0$0$0
MS A SARAH HOLLINGER - SVP
SCHLR. OFF./CO-PRES. (AS OF 01/2022)$313,008$0$59,000$0$2,351$0$31,738$0$23,161$0$429,258$0$0$0
MR PETER YOUNG
SVP, CHIEF TECHNOLOGY OFFICER$286,038$0$63,000$0$23,515$0$21,750$0$10,247$0$404,550$0$0$0
MS EDITH CECIL
SENIOR VICE PRESIDENT$259,911$0$56,000$0$23,874$0$29,560$0$14,697$0$384,042$0$0$0
MR JONAH MURPHY-KOKODYNIAK
SVP, PROGRAM DEVELOPMENT$261,488$0$55,000$0$1,266$0$29,890$0$14,697$0$362,341$0$0$0
MS CHERYL ROBERTS
CONTROLLER$246,805$0$0$0$3,637$0$19,096$0$8,171$0$277,709$0$0$0
MS AMY EAPPEN - SVPCHIEF
FINANCIAL OFFICER (AS OF 01/2022)$203,010$0$11,000$0$456$0$24,659$0$20,334$0$259,459$0$0$0
MS NINA SMITH
SVP, CHIEF PHILANTHROPY OFFICER$192,533$0$30,000$0$20,296$0$0$0$5,233$0$248,062$0$0$0

Supplemental Information Detail SupplementalInformationDetail

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

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 11BTHE ORGANIZATION'S AUDIT COMMITTEE REVIEWS THE FINAL FORM 990 AND MAKES SUGGESTIONS. THE FINAL FORM 990 IS THEN DISTRIBUTED TO THE FULL BOARD OF TRUSTEES BEFORE FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO ALL OFFICERS, TRUSTEES AND EMPLOYEES. UPDATED ANNUAL DISCLOSURES ARE REQUIRED FROM EACH RECIPIENT. THIS PROCESS IS MONITORED BY HUMAN RESOURCES (FOR EMPLOYEES) AND THE LEGAL DEPT./SECRETARY OF THE BOARD (FOR TRUSTEES AND OFFICERS).
FORM 990, PART VI, SECTION B, LINE 15THE COMPENSATION AND HUMAN RESOURCES COMMITTEE OF THE BOARD ANNUALLY REVIEWS THE COMPENSATION FOR THE INSTITUTE'S SENIOR EXECUTIVES, 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 2021 THROUGH DECEMBER 2021.
FORM 990, PART VI, SECTION C, LINE 19THE 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/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCd
IIE NETWORKS LLC
ONE WORLD TRADE CENTER 36TH FLNEW YORKNY10017465009643HOLDING CODE$0$50,000IIE
IIE OVERSEAS LLC
834178554HOLDING CODE$0$244,271IIETVERSKOY BULEVAR 14 BLDG 1MOSCOWRS125009

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1INSTITUTE INTL EDUCATION NONPROFIT LTDBusinessNameLine1Txt

Foreign Address ForeignAddress

FieldValueIRS element (for citing)
Address Line1BUDAPESTAddressLine1Txt
CountryHUCountryCd
FieldValueIRS element (for citing)
Primary ActivitiesEDUCATION EXCHANGEPrimaryActivitiesTxt
Legal Domicile Foreign CountryHULegalDomicileForeignCountryCd
Exempt Code SectionFGN EXEMPTExemptCodeSectionTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1IIEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (1)ControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

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

Direct Controlling Entity Name DirectControllingEntityName

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

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1INSTITUTE INTL EDUCATION NONPROFIT (BUDAPEST)BusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeRTransactionTypeTxt
Involved$388,400InvolvedAmt
Method Of Amount DeterminationBOOKMethodOfAmountDeterminationTxt