2021-10-08T15:22:00-05:00 2020-12-31 366055558 GRANT THORNTON LLP 1000 WILSON BOULEVARD SUITE 1400 ARLINGTON VA 22209 990 2020-01-01 135633307 HIAS INC HIAS 3018447300 1300 SPRING STREET NO 500 SILVER SPRING MD 20910 FARHAN IRSHAD CFIO 3018447300 2021-10-08 1 FARHAN IRSHAD MARY TORRETTA P00847851 7038477500 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z MARK HETFIELD 1300 SPRING STREET NO 500 SILVER SPRING MD 20910 122840232 0 X WWW.HIAS.ORG X 1881 NY DRAWING ON OUR JEWISH VALUES AND HISTORY, HIAS PROVIDES VITAL SERVICES TO REFUGEES AND ASYLUM SEEKERS AROUND THE WORLD AND ADVOCATES FOR THEIR FUNDAMENTAL RIGHTS SO THEY CAN REBUILD THEIR LIVES. 21 21 170 292 10318 0 52305704 62631210 966922 644103 2004604 12906414 334557 -14215 55611787 76167512 16568278 15678758 0 0 22933568 29056304 0 0 3211680 18288623 23508048 57790469 68243110 -2178682 7924402 85174923 86773637 30689695 31484539 54485228 55289098 X HIAS IS THE INTERNATIONAL JEWISH NONPROFIT THAT STANDS FOR A WORLD IN WHICH REFUGEES FIND WELCOME, SAFETY, AND FREEDOM.THERE HAVE NEVER BEEN MORE PEOPLE SEEKING SAFETY AND SO FEW PLACES WILLING TO PROTECT AND WELCOME THEM. NEARLY 80 MILLION PEOPLE HAVE FLED PERSECUTION. FOR OVER 100 YEARS, HIAS HAS BEEN THERE FOR REFUGEES WHEN AND WHERE THEY NEED HELP MOST. WE ARE A JEWISH HUMANITARIAN ORGANIZATION THAT WORKS IN THE UNITED STATES AND 15 OTHER COUNTRIES, PROVIDING VITAL SERVICES TO REFUGEES AND ASYLUM SEEKERS SO THEY CAN REBUILD THEIR LIVES. WITH THE AMERICAN JEWISH COMMUNITY BESIDE US, WE ADVOCATE FOR THE RIGHTS OF FORCIBLY DISPLACED PEOPLE OF ALL FAITHS, NATIONALITIES AND ETHNIC BACKGROUNDS. 0 0 33077002 9877617 SEE SCHEDULE O. 15225922 4546840 644103 SEE SCHEDULE O. 4200254 1254301 SEE SCHEDULE O. 52503178 1 1 0 1 0 0 0 0 0 1 1 1 0 1 1 1 0 1 0 1 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 X 121 0 1 170 1 1 1 1 AA AU CD CS EC FR GR IS KE PM GG RS UG UP VE 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AR CA CO CT FL GA HI IL KS KY ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X X FRANK BOCCOVI CONTROLLER 3018447300 1300 SPRING STREET SUITE 500 SILVER SPRING MD 20910 ROBERT D ARONSON CHAIR 15.00 0.00 X X 0 0 0 JEFFREY BLATTNER VICE CHAIR 4.00 0.00 X X 0 0 0 PHILIP E WOLGIN SECRETARY/TREASURER 3.00 0.00 X X 0 0 0 DIANNE F LOB EX-OFFICIO TO 6/30/20 1.00 0.00 X X 0 0 0 ALAN ABRAMSON DIRECTOR 1.00 0.00 X 0 0 0 JUDITH H FRIEDMAN DIRECTOR 3.00 0.00 X 0 0 0 JULIE GERSTEN DIRECTOR 1.00 0.00 X 0 0 0 JANE GINNS DIRECTOR 1.00 0.00 X 0 0 0 MITCHELL GORDON DIRECTOR 3.00 0.00 X 0 0 0 KAREN GREEN DIRECTOR 6.00 0.00 X 0 0 0 FITZGERALD HANEY DIRECTOR FROM 7/1/2020 1.00 0.00 X 0 0 0 ANDREW HEINRICH DIRECTOR FROM 7/1/2020 1.00 0.00 X 0 0 0 GARY HIRSCHBERG DIRECTOR 10.00 0.00 X 0 0 0 RENE LERER DIRECTOR TO 6/30/20 1.00 0.00 X 0 0 0 ALEJANDRO MAYORKAS DIRECTOR (7/1/20-11/28/20) 1.00 0.00 X 0 0 0 TAMAR NEWBERGER DIRECTOR 1.00 0.00 X 0 0 0 DORIT PERRY DIRECTOR 2.00 0.00 X 0 0 0 FRANK RISCH DIRECTOR 2.00 0.00 X 0 0 0 LEON RODRIGUEZ DIRECTOR 3.00 0.00 X 0 0 0 ILAN ROSENBERG DIRECTOR 3.00 0.00 X 0 0 0 ERIC SCHWARTZ DIRECTOR TO 6/30/20 1.00 0.00 X 0 0 0 MARC SILBERBERG DIRECTOR 2.00 0.00 X 0 0 0 SANDRA SPINNER DIRECTOR TO 12/10/20 0.00 0.00 X 0 0 0 ROBYN STEINER LAMONT DIRECTOR FROM 7/1/2020 1.00 0.00 X 0 0 0 DANIEL TAVAKOLI DIRECTOR 1.00 0.00 X 0 0 0 HARLEY UNGAR DIRECTOR 2.00 0.00 X 0 0 0 YULI WEXLER DIRECTOR TO 6/30/20 1.00 0.00 X 0 0 0 MARK HETFIELD PRESIDENT AND CEO 35.00 0.00 X 346350 0 45481 FARHAN IRSHAD CHIEF OPERATING OFFICER 35.00 0.00 X 212024 0 46543 MELANIE NEZER SENIOR VP, PUBLIC AFFAIRS 35.00 0.00 X 217758 0 37204 MULUEMEBET HUNEGNAW VP, STRATEGY & MEASUREMENT 35.00 0.00 X 181004 0 41237 ELIZABETH SWEET CHIEF OF STAFF 35.00 0.00 X 200770 0 19552 RAPHAEL MARCUS SENIOR VP PROGRAMS 35.00 0.00 X 178281 0 31264 MIRIAM FEFFER VP DEVELOPMENT 35.00 0.00 X 190619 0 40039 RUI LOPES CHIEF INFORMATION OFFICER 35.00 0.00 X 155395 0 50772 JESSICA REESE DIR, STRATEGIC PARTNERSHIPS 35.00 0.00 X 169438 0 8352 RACHEL LEVITAN VP INTERNATIONAL PROGRAMS 35.00 0.00 X 180115 0 36734 EMILY RUSS AUSTRIA COUNTRY DIRECTOR 35.00 0.00 X 151555 0 64797 2183309 0 421975 37 0 1 0 HBW CONSTRUCTION 1055 FIRST ST 200 ROCKVILLE MD 20850 CONSTRUCTION SERVICES 553741 MYPROTEUS INC 16192 COASTAL HIGHWAY LEWES DE 19958 APPLICATION DEVELOPMENT 501680 ANNE LEWIS STRATEGIES PO BOX 3243 OMAHA NE 68103 MARKETING CONSULTING 305000 GRANT THORNTON LLP 33570 TREASURY CENTER CHICAGO IL 60694 AUDIT FIRM 272178 ARMFIELD HARRISON & THOMAS 20 S KING STREET LEESBURG VA 20175 INSURANCE 245675 13 27726877 34904333 62631210 MIGRANT LOAN PROCESSING FEES 900099 475661 475661 SERVICE FEE & OTHER REVENUE 900099 168442 166998 1444 644103 2431434 8874 2422560 57147700 46672720 10474980 10474980 10474980 FOREIGN EXCHANGE GAIN/LOSS 900099 -14215 -14215 -14215 76167512 642659 10318 12883325 7543320 7543320 8135438 8135438 2592390 850163 1078077 664150 18222682 11726113 5318065 1178504 522033 522033 5769069 2589236 2668131 511702 1950130 1050923 899207 1129043 51660 1077383 275711 711 275000 380654 380654 2200296 997954 1116569 85773 30267 19882 10004 381 2360682 776478 1034086 550118 1439073 671866 698947 68260 2905848 1409259 1496589 328104 208418 112682 7004 112315 80635 31680 RESETT TRANSP/DIRECT AS 11211523 11211523 0 0 PROJECT SUPPORT 719990 20410 563110 136470 PROGRAM SUPPLIES 251879 251879 MEMBERSHIP & SUBS 162663 120550 32795 9318 4786760 -4786760 68243110 52503178 12528252 3211680 5833698 6193350 5687314 7166552 234387 392826 554166 672570 3567455 1422911 1129140 2144544 40737795 48315373 24788685 12320003 6209738 9568419 85174923 86773637 4315161 4807846 325995 106960 4927008 2929317 21121531 23640416 30689695 31484539 X 47640194 48156647 6845034 7132451 54485228 55289098 85174923 86773637 X 7924402 -8102800 982268 X X 0 1 X 1 1 1 X 41855465 40687086 46527210 52305704 62631210 244006675 41855465 40687086 46527210 52305704 62631210 244006675 244006675 796383 746697 873038 905641 2431434 5753193 334557 -14215 320342 250080210 5514164 0.97570 0.97180 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FX GAIN/LOSS - 2016 AMOUNT: $ 0. 2017 AMOUNT: $ 0. 2018 AMOUNT: $ 0. 2019 AMOUNT: $ 334,557. 2020 AMOUNT: $ -14,215. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7963 7963 52495215 52503178 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 62300 5375 3187 7963 78825 250000 250000 250000 250000 1000000 1500000 58050 0 58050 SCHEDULE C, PART II-A, LINE 1B: LOBBYING EXPENDITURES HIAS DEVELOPS AND PROMOTES POLICIES AND BUILDS CONSTITUENCIES IN ORDER TO INCREASE SUPPORT FOR HIAS' WORK AND ACHIEVE HIAS ADVOCACY PRIORITIES INCLUDING A ROBUST HUMANITARIAN AID PROGRAM TO REFUGEES BY THE UNITED STATES GOVERNMENT. IN 2020, HIAS ADVOCATED FOR INCREASED REFUGEE ADMISSIONS; ROBUST FUNDING FOR INTERNATIONAL AND DOMESTIC REFUGEE PROGRAMS; AND OPPOSED THE INTRODUCTION OF LEGISLATION AND ADMINISTRATIVE ACTIONS THAT WOULD CURTAIL ASYLUM IN THIS COUNTRY. IN ADDITION, HIAS PROVIDED REGIONAL ADVOCACY TRAININGS FOR ADVOCATES FROM THE AMERICAN JEWISH COMMUNITY. AS A RESULT OF THESE TRAININGS AND FOLLOW-UP SUPPORT, THERE ARE NOW MORE THAN 10 ACTIVE JEWISH COALITIONS ADVOCATING FOR REFUGEE WELCOME AROUND THE COUNTRY. 48157515 3399128 4422959 4052016 51927586 40061053 1703471 8254540 1861549 48157515 44932975 831778 -2734694 2969006 40061053 41902997 3326958 6554208 169389 6389406 292393 44932975 43781390 2205457 2187686 443585 5541863 286088 41902997 0.91183 0.08817 1 0 2150374 532718 1617656 1033765 890193 143572 383316 383316 2144544 COLLECTIVE TRUST 1940870 F ALTERNATIVE INVESTMENTS 10379133 F 12320003 INTERCOMPANY RECEIVABLES 9568419 9568419 CLIENT DEPOSITS 4499666 PENSION OBLIGATIONS 7235071 ANNUITY OBLIGATIONS 1485165 SEVERANCE OBLIGATIONS 2428698 INTERCOMPANY PAYABLE 6709651 DEFERRED RENT 1282165 23640416 X PART V, LINE 4: INTENDED USE OF ENDOWMENT FUNDS PERMANENTLY RESTRICTED NET ASSETS ARE COMPRISED OF INVESTMENTS STIPULATED IN THE DONOR'S AGREEMENT AND ARE TO BE HELD IN PERPETUITY. USE OF APPROPRIATIONS FROM PERMANENTLY RESTRICTED NET ASSETS ARE STIPULATED IN THE DONOR'S AGREEMENT AND MAY BE USED FOR SCHOLARSHIPS OR GENERAL EXPENDITURES. PART X, LINE 2: FIN 48 (ASC 740) FOOTNOTE HIAS FOLLOWS THE ACCOUNTING GUIDANCE THAT CREATES A SINGLE MODEL TO ADDRESS UNCERTAINTY IN TAX POSITIONS AND CLARIFIES ACCOUNTING FOR INCOME TAXES BY PRESCRIBING THE MINIMUM RECOGNITION THRESHOLD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN ITS CONSOLIDATED FINANCIAL STATEMENTS. UNDER THE REQUIREMENTS OF THIS GUIDANCE, ORGANIZATIONS COULD NOW BE REQUIRED TO RECORD AN OBLIGATION AS THE RESULT OF TAX POSITIONS THEY HAVE HISTORICALLY TAKEN ON VARIOUS TAX EXPOSURE ITEMS. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. HIAS IS NOT REQUIRED TO RECORD SUCH AN OBLIGATION. 1 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 3 71 PROGRAM SERVICES REFUGEE ASSISTANCE 4475554 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 2 47 PROGRAM SERVICES REFUGEE ASSISTANCE 5096644 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 1 14 PROGRAM SERVICES REFUGEE ASSISTANCE 870819 RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, 0 0 PROGRAM SERVICES REFUGEE ASSISTANCE 35000 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 4 409 PROGRAM SERVICES REFUGEE ASSISTANCE 21253429 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 2 22 PROGRAM SERVICES REFUGEE ASSISTANCE 3414958 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 GRANTMAKING 3683108 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 GRANTMAKING 548929 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 0 GRANTMAKING 736093 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 GRANTMAKING 280478 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 0 GRANTMAKING 1817613 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 1 42 PROGRAM SERVICES REFUGEE ASSISTANCE 12 563 1 42 13 605 39378441 2834184 42212625 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, SUB-AWARD 741448 CHECK MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, SUB-AWARD 736093 CHECK SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, SUB-AWARD 1076166 CHECK SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, SUB-AWARD 222640 CHECK SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, SUB-AWARD 57838 CHECK CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, SUB-AWARD 1195767 CHECK CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, SUB-AWARD 643631 CHECK SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, SUB-AWARD 1147162 CHECK CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, SUB-AWARD 696547 CHECK EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM SUB-AWARD 1618146 CHECK 10 1 0 1 0 1 0 PART I, LINE 2: PROCEDURE FOR MONITORING GRANT FUNDS OUTSIDE THE UNITED STATES HIAS CONDUCTS WORLDWIDE OPERATIONS USING A SYSTEM OF INTERNAL CONTROLS TO INITIATE, PROCESS, REVIEW, AUTHORIZE, AND ACCURATELY AND TIMELY RECORD TRANSACTIONS INTO THE ACCOUNTING SYSTEM. THE ACCOUNTING SYSTEM AND SUPPLEMENTARY MANAGEMENT REPORTING SERVE AS REPORTING TOOLS FOR GAAP FINANCIAL REPORTING, BUDGET-TO-ACTUAL VARIANCE MANAGEMENT REPORTING, AND GRANT-SPECIFIC REPORTING. MANAGEMENT'S OVERSIGHT ENSURES THAT PROGRAMMATIC GRANTS AND ALLOCATIONS, AND DONOR CONTRIBUTIONS, FUND REASONABLE EXPENSES APPLICABLE TO THE SOURCE'S INTENTION. PART I, LINE 3: ACCOUNTING METHOD USED THE EXPENDITURES, PER REGION, ARE PRESENTED ON THE ACCRUAL BASIS OF ACCOUNTING. PART III ACCOUNTING METHOD: 1 US TOGETHER INC SEE PART IV COLUMBUS OH 99999 852395108 501(C)(3) 1210417 REFUGEE RECEPTION & PLACEMENT JEWISH FAMILY SERVICE OF SAN DIEGO SEE PART IV SAN DIEGO CA 99999 951644024 501(C)(3) 641493 REFUGEE RECEPTION & PLACEMENT JEWISH FAMILY SERVICE OF SEATTLE SEE PART IV SEATTLE WA 99999 910565537 501(C)(3) 574858 REFUGEE RECEPTION & PLACEMENT HIAS & COUNCIL MIGRATION SERVICE OF PHILADELPHIA SEE PART IV PHILADELPHIA PA 99999 211405597 501(C)(3) 567366 REFUGEE RECEPTION & PLACEMENT CAROLINA REFUGEE RESETTLEMENT AGENCY SEE PART IV CHARLOTTE NC 99999 300577219 501(C)(3) 533985 REFUGEE RECEPTION & PLACEMENT JEWISH FAMILY SERVICES SEE PART IV ANN ARBOR MI 99999 412147486 501(C)(3) 508788 REFUGEE RECEPTION & PLACEMENT GULF COAST JEWISH FAMILY & COMMUNITY SERVICES SEE PART IV CLEARWATER FL 99999 591229354 501(C)(3) 461491 REFUGEE RECEPTION & PLACEMENT JEWISH FAMILY & CHILDREN'S SERVICE SEE PART IV PITTSBURGH PA 99999 250965407 501(C)(3) 449860 REFUGEE RECEPTION & PLACEMENT JEWISH FAMILY SERVICE OF BUFFALO & ERIE COUNTY SEE PART IV BUFFALO NY 99999 160760888 501(C)(3) 412575 REFUGEE RECEPTION & PLACEMENT NORWEIGAN REFUGEE COUNCIL -NRC SEE PART IV WASHINGTON DC 99999 475342860 501(C)(3) 397865 REFUGEE RECEPTION & PLACEMENT JEWISH FAMLY & CHLDRN SERVICES OF THE EAST BAY SEE PART IV BUFFALO NY 99999 943250304 501(C)(3) 345339 REFUGEE RECEPTION & PLACEMENT JEWISH FAMILY SERVICE OF WESTERN MASSACHUSETTS SEE PART IV SPRINGFIELD MA 99999 042104352 501(C)(3) 316280 REFUGEE RECEPTION & PLACEMENT JEWISH FAMILY SERVICES OF SILICON VALLEY SEE PART IV LOS GATOS CA 99999 942536452 501(C)(3) 214109 REFUGEE RECEPTION & PLACEMENT ASYLUM SEEKER ASSISTANCE PROJECT SEE PART IV WASHINGTON DC 99999 813205931 501(C)(3) 183759 REFUGEE RECEPTION & PLACEMENT MADISON JFS SEE PART IV MADISON WI 99999 391300430 501(C)(3) 179121 REFUGEE RECEPTION & PLACEMENT LAS AMERICAS IMMIGRANT ADVOCACY CENTER SEE PART IV EL PASO TX 99999 742472774 501(C)(3) 124719 REFUGEE RECEPTION & PLACEMENT WILMINGTON JFS SEE PART IV WILMINGTON DE 99999 510097026 501(C)(3) 80972 REFUGEE RECEPTION & PLACEMENT AMERICAN BAR ASSOCIATION FUND FOR JUSTICE AND EDUC SEE PART IV CHICAGO IL 99999 366110299 501(C)(3) 70517 REFUGEE RECEPTION & PLACEMENT DIOCESAN MIGRANT AND REFUGEE SERVICES INC SEE PART IV EL PASO TX 99999 742723627 501(C)(3) 42829 REFUGEE RECEPTION & PLACEMENT 19 0 PART I, LINE 2: PROCEDURE FOR MONITORING GRANT FUNDS IN THE UNITED STATES HIAS CONDUCTS WORLDWIDE OPERATIONS USING A SYSTEM OF INTERNAL CONTROLS TO INITIATE, PROCESS, REVIEW, AUTHORIZE, AND ACCURATELY AND TIMELY RECORD TRANSACTIONS INTO THE ACCOUNTING SYSTEM. THE ACCOUNTING SYSTEM AND SUPPLEMENTARY MANAGEMENT REPORTING SERVE AS REPORTING TOOLS FOR GAAP FINANCIAL REPORTING, BUDGET-TO-ACTUAL VARIANCE MANAGEMENT REPORTING, AND GRANT-SPECIFIC REPORTING. MANAGEMENT'S OVERSIGHT ENSURES THAT PROGRAMMATIC GRANTS AND ALLOCATIONS, AND DONOR CONTRIBUTIONS, FUND REASONABLE EXPENSES APPLICABLE TO THE SOURCE'S INTENTION. SCHEDULE I, PART II: DOMESTIC ORGANIZATION AND GOVERNMENT ADDRESSES IN LIGHT OF SECURITY CONCERNS RELATED TO THE RISK OF VIOLENT ANTI-SEMITISM IN THE UNITED STATES AND ABROAD AS DOCUMENTED BY DHS, FBI, ADL AND OTHER ORGANIZATIONS TRACKING THE THREAT OF VIOLENT ANTI-SEMITISM, HIAS IS PROVIDING THE CITY AND STATE ADDRESSES OF OUR US AFFILIATES AND THE COUNTRY INFORMATION FOR INTERNATIONAL COUNTRY OFFICES. X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 MARK HETFIELD PRESIDENT AND CEO 345150 0 1200 0 0 0 14250 0 31231 0 391831 0 0 0 FARHAN IRSHAD CHIEF OPERATING OFFICER 212024 0 0 0 0 0 10931 0 35612 0 258567 0 0 0 MELANIE NEZER SENIOR VP, PUBLIC AFFAIRS 217758 0 0 0 0 0 9803 0 27401 0 254962 0 0 0 MIRIAM FEFFER VP DEVELOPMENT 190619 0 0 0 0 0 8740 0 31299 0 230658 0 0 0 MULUEMEBET HUNEGNAW VP, STRATEGY & MEASUREMENT 181004 0 0 0 0 0 8555 0 32682 0 222241 0 0 0 ELIZABETH SWEET CHIEF OF STAFF 200770 0 0 0 0 0 9253 0 10299 0 220322 0 0 0 RACHEL LEVITAN VP INTERNATIONAL PROGRAMS 180115 0 0 0 0 0 8484 0 28250 0 216849 0 0 0 EMILY RUSS AUSTRIA COUNTRY DIRECTOR 127255 0 0 0 24300 0 0 0 64797 0 216352 0 0 0 RAPHAEL MARCUS SENIOR VP PROGRAMS 178281 0 0 0 0 0 9044 0 22220 0 209545 0 0 0 RUI LOPES CHIEF INFORMATION OFFICER 155395 0 0 0 0 0 7919 0 42853 0 206167 0 0 0 JESSICA REESE DIR, STRATEGIC PARTNERSHIPS 168238 0 1200 0 0 0 8352 0 0 0 177790 0 0 0 SCHEDULE J, PART I, LINE 1A TAX INDEMNIFICATION AND GROSS-UP PAYMENTS DURING THE YEAR, HIAS PAID FOR ADDITIONAL TAX LIABILITY ON EDUCATIONAL ALLOWANCE FOR THE DEPENDENTS OF THE COUNTRY DIRECTOR FOR THE AUSTRIA OFFICE, EMILY RUSS. THIS ADJUSTMENT WAS REPORTED UNDER EMILY RUSS' OTHER REPORTABLE COMPENSATION. THIS WAS IN LINE WITH EUROPEAN UNION TAXATION AND COMPLIANCE REQUIREMENTS. FORM 990, PART III - PROGRAM SERVICE, LINE 4A: PROGRAM SERVICE ACTIVITY 1 THE NUMBER OF FORCIBLY DISPLACED PEOPLE CONTINUES TO RISE AROUND THE WORLD, BY THE END OF 2020 THERE WERE ABOUT 82.4 MILLION FORCIBLY DISPLACED PEOPLE WORLDWIDE. AT THE SAME TIME, NATIONAL GOVERNMENTS ARE RESPONDING BY REDUCING RESETTLEMENT PROGRAMS AND REFUGEE PROTECTIONS TO ALL-TIME LOWS. IN THE COUNTRIES WHERE PROTECTIONS DO EXIST, ASYLUM SEEKERS OFTEN MUST NAVIGATE COMPLEX BUREAUCRATIC AND LEGAL SYSTEMS ALONE TO SECURE BASIC RIGHTS. AS A RESULT OF THEIR EXPERIENCES-FROM UPROOTING THEIR LIVES TO SURVIVING OR WITNESSING VIOLENCE-MANY REFUGEES NEED URGENT SERVICES AS WELL AS LONG-TERM SUPPORT, LIKE ECONOMIC ASSISTANCE, LEGAL AID, AND PSYCHOSOCIAL CARE, IN ORDER TO GAIN GREATER STABILITY AND REBUILD THEIR LIVES. THE MAJORITY OF FORCIBLY DISPLACED PEOPLE ARE WOMEN AND GIRLS. MANY FACE DISPROPORTIONATE AND DEVASTATING CHALLENGES, INCLUDING SEXUAL AND GENDER-BASED VIOLENCE. CHILDREN ACCOUNT 30 PERCENT OF THE WORLD POPULATION, BUT REPRESENT AN ESTIMATED 42 PERCENT OF THE WORLD'S FORCIBLY DISPLACED PEOPLE AT HIAS, WE HAVE SEEN THROUGHOUT OUR HISTORY THAT REFUGEES AND THEIR FAMILIES MAKE VALUABLE CONTRIBUTIONS TO OUR COMMUNITIES. THEY SEIZE OPPORTUNITIES THAT THE RIGHTS TO LIVE, WORK, AND LEARN IN SAFETY AND FREEDOM OFFER TO REBUILD THEIR LIVES AND THRIVE. HIAS PARTNERS CLOSELY WITH DOMESTIC AND INTERNATIONAL LEADERSHIP, LIKE THE U.S. DEPARTMENT OF STATE AND THE UNITED NATIONS HIGH COMMISSIONER FOR REFUGEES, AS WELL AS REFUGEE AGENCIES AND HUMAN RIGHTS GROUPS. OUR WELL-ESTABLISHED PARTNERSHIPS ENABLE US TO SHARE OUR EXPERTISE, ACHIEVE OUR ADVOCACY OBJECTIVES, AND MAXIMIZE OUR IMPACT. WE PROVIDE VITAL AND URGENT SERVICES TO REFUGEES IN THE UNITED STATES AND 15 OTHER COUNTRIES AND ADVOCATE FOR THE RIGHTS OF ASYLUM SEEKERS AND FORCIBLY DISPLACED PEOPLE. WE PROVIDE LEGAL SERVICES AND SUPPORT, INCLUDING FREE LEGAL REPRESENTATION FOR ASYLUM SEEKERS. LEGAL STATUS IS CRITICAL FOR REFUGEES. IT ENSURES THE GOVERNMENT WON'T RETURN THEM TO THE COUNTRY WHERE THEY FACE PERSECUTION. IT PROVIDES A SENSE OF SAFETY AND PERMANENCE, AND OPENS ACCESS TO HEALTHCARE, SHELTER, WORK, AND EDUCATION. OUR NETWORK OF PRO-BONO LAWYERS AND VOLUNTEERS EDUCATE REFUGEES ON THEIR RIGHTS, AND HELP THEM PREPARE LEGAL DOCUMENTS AND GAIN ACCESS TO SOCIAL, HEALTH, EMPLOYMENT, AND OTHER ESSENTIAL SERVICES THROUGHOUT THE COURSE OF THEIR LEGAL PROCEEDINGS. IMMIGRANTS, REFUGEES, AND ASYLUM SEEKERS DON'T HAVE THE RIGHT TO APPOINTED COUNSEL, WHICH MAKES OUR PRO-BONO LAWYERS CRITICAL TO THEIR CASES. IN ADDITION TO INDIVIDUAL REPRESENTATION, HIAS ENGAGES IN STRATEGIC LITIGATION IN PARTNERSHIP WITH NGOS, COMMUNITY ORGANIZATIONS, AND LAW FIRMS TO SECURE LEGAL PROTECTION FOR BROADER GROUPS OF FORCIBLY DISPLACED PEOPLE. WE PREVENT GENDER-BASED VIOLENCE BY REDUCING RISK; HELPING SURVIVORS, WOMEN, GIRLS, AND LGBTQ+ PEOPLE FIND HEALTHCARE AND SAFETY; AND CHANGING BELIEFS THAT PERPETUATE VIOLENCE. THIS AREA OF OUR WORK IS DRIVEN BY SURVIVORS. BECAUSE WE PRIORITIZE THEIR LEADERSHIP AND EXPERIENCES, WE'RE ABLE TO DEVELOP MORE TAILORED AND EFFECTIVE PROGRAMS THAT SUPPORT ALL REFUGEES. WE REDUCE THE RISK OF GENDER-BASED VIOLENCE BY BUILDING WOMEN'S AND GIRLS' ECONOMIC ASSETS, SUPPORTING SAFE SPACES FOR THEM TO FORGE BONDS OF SOLIDARITY AND TRUST, AND RAISING AWARENESS OF THEIR RIGHTS AND THE SERVICES AVAILABLE TO THEM. WE ALSO TRAIN COMMUNITY LEADERS TO RECOGNIZE AND WORK WITH WOMEN, GIRLS, AND LGBTQ+ INDIVIDUALS TO ENSURE THEY'RE SAFE. WE HELP SURVIVORS IMPROVE THEIR WELL-BEING, FIND SOLIDARITY, AND HEAL THROUGH CASE MANAGEMENT, PSYCHOSOCIAL SERVICES, AND REFERRALS TO LEGAL SERVICES AND WOMEN'S GATHERING PLACES. WE ADDRESS THE ROOT CAUSE OF GENDER-BASED VIOLENCE BY WORKING WITH MEN AND BOYS TO BUILD HEALTHY NORMS AROUND MASCULINITY AND UNDERSTAND THEIR ROLE IN PROMOTING THE HEALTH AND SAFETY OF WOMEN AND GIRLS. OUR COMMUNITY-BASED MENTAL HEALTH AND PSYCHOSOCIAL SUPPORT PROGRAMS HELP INDIVIDUALS AND FAMILIES RECOVER FROM THE STRESS OF DISPLACEMENT AND DEVELOP HEALTHY COPING MECHANISMS. COMMUNITIES KNOW WHAT THEY NEED TO IMPROVE THE WELL-BEING OF THEIR MEMBERS. WE LISTEN CLOSELY AND BUILD ON COMMUNITIES' EXISTING STRENGTHS AND RESOURCES SO THAT OUR SUPPORT PROGRAMS ARE SUSTAINABLE AND EFFECTIVE. WE TRAIN KEY COMMUNITY MEMBERS TO RECOGNIZE HOW CHILDREN AND ADULTS RESPOND TO TRAUMATIC EVENTS, PROVIDE BASIC PSYCHOSOCIAL SUPPORT, AND REFER PEOPLE TO SPECIALIZED CARE. WE CREATE SHORT-TERM AND INTENSIVE CARE MECHANISMS WITHIN COMMUNITIES, SO THAT OUR CLIENTS CAN ACCESS THE SUPPORT THEY NEED URGENTLY. TO BUILD CONNECTION AND RESILIENCE, WE CREATE AND PROMOTE SUPPORT GROUPS BASED ON LANGUAGE, GENDER, AGE, AND OTHER FACETS OF IDENTITY. THESE GROUPS PROVIDE A SAFE FORUM FOR SHARING EXPERIENCES AND HEALING. THROUGH OUR ECONOMIC INCLUSION WORK, WE ENABLE REFUGEES TO WORK TOWARD FINANCIAL INDEPENDENCE AND CONTRIBUTE TO THEIR COMMUNITY. WE PROVIDE CASH ASSISTANCE TO REFUGEES LIVING IN EXTREME POVERTY AND OFFER EDUCATION AND COACHING ON ESTABLISHING HEALTHY FINANCIAL HABITS, LIKE THE IMPORTANCE OF SAVING AND HOW TO NAVIGATE BANKING INSTITUTIONS. WE PARTNER WITH PRIVATE SECTOR EMPLOYERS TO OFFER VOCATIONAL TRAINING AND PROFESSIONAL SKILLS- BUILDING OPPORTUNITIES FOR REFUGEES. WE ALSO STRENGTHEN THE CAPACITY OF THESE COMPANIES TO RECRUIT AND RETAIN REFUGEES AS EMPLOYEES. WE SUPPORT ENTREPRENEURSHIP BY DELIVERING SEED CAPITAL AND MENTORING REFUGEES WHO ARE STARTING BUSINESSES IN THEIR HOST COUNTRIES. EXAMPLES OF HIAS' IMPACT IN 2020: - HIAS REACHED OVER 1,400,000 FORCIBLY DISPLACED PEOPLE WORLDWIDE, INCLUDING THE PROVISION OF DIRECT SERVICES TO OVER 986,000 INDIVIDUALS. IN 2020, HIAS PROVIDED RESETTLEMENT SUPPORT TO 8,841 PEOPLE GLOBALLY, INCLUDING RESETTLING 2,319 REFUGEES IN THE US. - HIAS' MENTAL HEALTH AND PSYCHOSOCIAL SERVICES (MHPSS) REACHED OVER 132,000 PEOPLE BOTH DIRECTLY AND INDIRECTLY. - IN KENYA, HIAS SERVED OVER 2,300 PEOPLE DIRECTLY WITH COMMUNITY-BASED APPROACHES TO BOTH INDIVIDUAL AND GROUP MHPSS SUPPORT. - IN CHAD, HIAS PROVIDED FOOD AND NON-FOOD ITEMS TO MEET THE BASIC NEEDS OF OVER 350,000 PEOPLE DISPLACED FROM SUDAN AND OTHER CONFLICT AREAS - IN VENEZUELA, HIAS MET THE FOOD, WATER, AND SANITATION NEEDS OF OVER 332,000 DISPLACED PEOPLE. - IN MEXICO, HIAS SERVED OVER 25,000 PEOPLE THROUGH LEGAL ASSISTANCE ACTIVITIES, SUPPORTED BY GENDER-BASED VIOLENCE (GBV) PREVENTION AND MHPSS SERVICES. - IN CHAD, HIAS STAFF CONDUCTED GBV AWARENESS AND SENSITIZATION ACTIVITIES REACHING OVER 10,000 PEOPLE IN DISPLACED COMMUNITIES - IN ECUADOR, HIAS' ECONOMIC INCLUSION PROGRAMS REACHED OVER 194,000 PEOPLE DIRECTLY AND INDIRECTLY THROUGH ITS FLAGSHIP GRADUATION MODEL APPROACH, THE SOCIO-ECONOMIC SUPPORT PROGRAM (SESP), AND OTHER LIVELIHOODS INTERVENTIONS - HIAS IS ONE OF THE LEADING LEGAL AID PROVIDERS IN GREECE, WHERE WE SERVED 1,800 PEOPLE IN LEGAL PROTECTION ACTIVITIES AND REACHED AN ADDITIONAL 15,000 THROUGH ADVOCACY AND OUTREACH CAMPAIGNS. - HIAS IS ALSO ONE OF THE LEADING LEGAL AID PROVIDERS FOR DISPLACED PEOPLE IN ISRAEL, WHERE WE SERVED OVER 2,700 DISPLACED PEOPLE DIRECTLY THROUGH LEGAL ASSISTANCE AND REPRESENTATION AND IMPACTED ANOTHER 16,000 ASYLUM SEEKERS THROUGH WORK ON STRATEGIC LITIGATION SUCCESSFULLY CHALLENGING ISRAEL'S DEPOSIT LAW. FORM 990, PART III - PROGRAM SERVICE, LINE 4B: PROGRAM SERVICE ACTIVITY 2 AS THE OLDEST RESETTLEMENT AGENCY IN THE WORLD AND THE ONLY JEWISH ORGANIZATION DESIGNATED BY THE FEDERAL GOVERNMENT TO UNDERTAKE THIS HUMANITARIAN WORK, HIAS WORKS TO HELP REFUGEES BUILD STABLE LIVES THROUGHOUT THE COUNTRY. DESPITE A RECORD HIGH OF NEARLY 26 MILLION REFUGEES WORLDWIDE, THE NUMBER OF REFUGEES ALLOWED TO RESETTLE IN THE U.S. WAS CAPPED AT 18,000 IN 2020, MARKING A NEW HISTORIC LOW FOR THE U.S. REFUGEE ADMISSIONS PROGRAM SINCE THE 1980 REFUGEE ACT BECAME LAW. WITH FEWER NEW ARRIVALS, HIAS INTENSIFIED OUR WORK ACROSS THE U.S. TO ENHANCE THE ECONOMIC AND SOCIAL INTEGRATION OF REFUGEES AS THEY ADJUST TO AMERICAN LIFE. THROUGH OUR NATIONAL RESETTLEMENT NETWORK OF 17 AFFILIATES, HIAS PROVIDED CLIENTS WITH NEW PROGRAMMING AND RESOURCES TO SUPPORT THEIR FULL ECONOMIC AND SOCIAL INCLUSION IN THE UNITED STATES. IN THE US, HIAS ASSISTED 5,200 PEOPLE WITH ECONOMIC AND SOCIAL INTEGRATION PROGRAMS, INCLUDING RESETTLING 2,319 REFUGEES. HIAS' ECONOMIC INCLUSION PROGRAMS TAKE A HOLISTIC APPROACH BY SUPPORTING AND EMPOWERING CLIENTS THROUGH EARLY EMPLOYMENT OR ENTREPRENEURSHIP, WHILE SIMULTANEOUSLY ENHANCING THEIR FINANCIAL CAPABILITY TO ACHIEVE LONG-TERM ECONOMIC INDEPENDENCE. HIAS WORKS WITH CLIENTS NOT ONLY TO GAIN NEW SKILLS FOR OPTIMAL EMPLOYMENT AND A CHANGING WORKFORCE, BUT ALSO TO BUILD THEIR FINANCIAL KNOWLEDGE, SAVINGS, AND ASSETS--SUCH AS PURCHASING A VEHICLE OR HOME, STARTING A BUSINESS, OR SAVING FOR HIGHER EDUCATION. ACROSS A RANGE OF INDUSTRIES, HIAS PARTNERS WITH LOCAL AND NATIONAL EMPLOYERS TO INTEGRATE REFUGEES INTO THE WORKFORCE AND PROVIDE TRAINING FOR CAREER DEVELOPMENT AND UPWARD MOBILITY. OUR NETWORK OF AFFILIATES ALSO WORKS WITH COMMUNITY PARTNERS TO HELP REFUGEES LAUNCH OR EXPAND SMALL BUSINESSES, ACCESS CONTINUING EDUCATION, AND DEVELOP ENGLISH LANGUAGE PROFICIENCY. IN ADDITION TO ECONOMIC INCLUSION, HIAS' SOCIAL INCLUSION PROGRAMS HELP REFUGEES ACCESS CRITICAL SERVICES AND SUCCESSFULLY INTEGRATE INTO THEIR NEW COMMUNITIES WHILE MAINTAINING THEIR CULTURE AND IDENTITY. HIAS WORKS WITH CLIENTS TO IMPROVE MENTAL HEALTH AND PSYCHOSOCIAL WELL-BEING, BUILD SOCIAL SUPPORT NETWORKS, AND ADJUST TO DAILY LIFE IN A NEW COUNTRY AS THEY BEGIN TO HEAL FROM THE TRAUMA OF DISPLACEMENT. FORM 990, PART III - PROGRAM SERVICE, LINE 4C: PROGRAM SERVICE ACTIVITY 3 HIAS MAINTAINS AN ACTIVE NETWORK OF PRO BONO ATTORNEYS IN ORDER TO OFFER AS MUCH SUPPORT AS POSSIBLE TO ASYLEES SEEKING LEGAL SERVICES. IN 2020, HIAS MATCHED 96 CASES WITH PRO BONO ATTORNEYS IN THE U.S. AND ORGANIZED REGULAR PRO BONO ATTORNEY DELEGATIONS TO TRAVEL TO THE U.S.-MEXICO BORDER TO HELP ASYLUM SEEKERS. GROUPS OF ATTORNEYS WORKED WITH HIAS' PARTNER ORGANIZATIONS IN CALIFORNIA AND TEXAS TO OFFER DIRECT CLIENT SUPPORT. HIAS ESTABLISHED AN EARLY PRESENCE WORKING ON BOTH SIDES OF THE SOUTHERN U.S. BORDER--BECOMING THE FIRST INTERNATIONAL ORGANIZATION TO IMPLEMENT CROSS-BORDER COLLABORATION TO ASSIST CENTRAL AMERICANS AND OTHERS IN MEXICO IN ACCESSING THE U.S. LEGAL SYSTEM TO FILE FOR ASYLUM. AS A RESULT, HIAS BECAME A CRUCIAL ADVISOR AND ROLE MODEL TO OTHER ORGANIZATIONS SEEKING TO SERVE THE GROWING POPULATION OF REFUGEES AND ASYLUM SEEKERS AT THE BORDER. HIAS' EARLY POSITION AS ONE OF THE ONLY INTERNATIONAL ORGANIZATIONS OPERATING ON BOTH SIDES OF THE BORDER PROVIDED A UNIQUE VANTAGE POINT THAT ALLOWED US TO CHANNEL FACTS ON THE GROUND INTO OUR ADVOCACY WORK IN THE POLICY ARENA. HIAS' WRAP AROUND PROGRAM CONNECTS LEGAL CLIENTS AND THEIR FAMILIES WITH THE BROAD SUPPORT THAT THEY NEED AS THEY NAVIGATE LIFE IN A NEW COMMUNITY. FORM 990, PART III - PROGRAM SERVICE, LINE 4D: OTHER PROGRAM SERVICES ADVOCACY IS FUNDAMENTAL TO OUR WORK. WE STAND UP FOR THE RIGHTS OF FORCIBLY DISPLACED PEOPLE AND LEAD THE JEWISH MOVEMENT FOR REFUGEES AND ASYLUM SEEKERS. WE EDUCATE, ORGANIZE, AND MOBILIZE AMERICAN JEWS TO PUT THEIR VALUES INTO ACTION AND FIGHT FOR REFUGEES IN THE U.S. AND GLOBALLY. WE WORK WITH GRASSROOTS ADVOCATES, OPINION LEADERS, LEGISLATORS, AND POLICYMAKERS TO PROTECT AND ADVANCE POLICIES THAT PROMOTE FAIR AND HUMANE ASYLUM LAWS, REFUGEE RESETTLEMENT, AND INTEGRATION. WE FUEL THE JEWISH RESPONSE TO THE GLOBAL REFUGEE CRISIS BY EQUIPPING CLERGY, LEADERSHIP, CONGREGATIONS, AND INDIVIDUALS WITH THE TOOLS AND IDEAS TO FIGHT FOR THE RIGHTS OF ASYLUM SEEKERS LOCALLY AND HOLD ELECTED OFFICIALS ACCOUNTABLE. OUR ADVOCACY TEAM WORKS IN WASHINGTON, DC, DIRECTLY ENGAGING WITH CONGRESS AND THE ADMINISTRATION TO EXPAND THE RIGHTS AND PROTECTIONS OF REFUGEES NATIONWIDE. STATEWIDE COALITIONS AND LOCAL PARTNERSHIPS FUEL HIAS' WORK IN THE COMMUNITY AT THE GRASSROOTS LEVEL ACROSS THE NATION. THROUGHOUT THE COUNTRY, AND WITH THE FOCUSED WORK OF OUR ESTABLISHED REGIONAL OUTREACH PROGRAMS IN WASHINGTON, D.C., NEW YORK, AND, AS OF 2020, LOS ANGELES, HIAS ENGAGES WITH A BROAD RANGE OF ORGANIZATIONS AND LEADERS ACROSS THE COUNTRY TO EDUCATE COMMUNITIES ABOUT THE ISSUES FACING REFUGEES AND ASYLUM SEEKERS AND MOBILIZE SUPPORT TO ADVANCE THEIR RIGHTS. IN 2020, OVER 2,000 PEOPLE PARTICIPATED IN HIAS-LED, IN-PERSON ADVOCACY CAMPAIGNS, AND 24,704 PEOPLE PARTICIPATED IN ONLINE CAMPAIGNS. HIAS HELD 148 COMMUNITY PROGRAMS, EDUCATIONAL SESSIONS, TRAININGS, AND BRIEFINGS WITH A TOTAL OF 3,432 PARTICIPANTS. FORM 990, PART VI, SECTION A, LINE 4 SIGNIFICANT CHANGES TO ORGANIZATIONAL DOCUMENTS IN NOVEMBER 2020, THE HIAS BOARD APPROVED A RESTATED CERTIFICATE OF INCORPORATION UNDER THE STATE OF NEW YORK. THE RESTATED CERTIFICATE OF INCORPORATION REFLECTS SEVERAL CHANGES APPROVED BY THE BOARD IN THE YEAR SINCE THE FIFTH AMENDED AND RESTATED BY-LAWS WAS ADOPTED IN 2019. THOSE CHANGES INCLUDE THE TYPE OF CORPORATION, THE LOCATION OF THE CORPORATION, AND THE SIZE OF THE BOARD. THE AMENDED BY-LAWS WERE FURTHER REVISED WITH THE ASSISTANCE OF EXTERNAL LEGAL COUNSEL TO STREAMLINE, CLARIFY LANGUAGE, AND ENSURE THAT THE BY-LAWS FULLY COMPLY WITH NEW YORK STATE LAW. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS THE FORM 990 IS PREPARED AND REVIEWED BY GRANT THORNTON. THE HIAS PRESIDENT AND CEO, COO, AND BOARD OF DIRECTORS PERFORM A DETAILED REVIEW OF THE FORM 990 PRIOR TO IT BEING FILED WITH THE IRS. A COPY OF THE 990 WAS MADE AVAILABLE TO EACH MEMBER OF THE BOARD OF DIRECTORS. QUESTIONS RAISED BY THE BOARD WERE DISCUSSED IN DETAIL. A CALL TO REVIEW THE 990 IN DETAIL WITH THE BOARD AND EXTERNAL AUDITORS AND MANAGEMENT WAS SCHEDULED ON AUGUST 31, 2021. FORM 990 WAS FILED WITH THE IRS AFTER THAT. FORM 990, PART VI, SECTION B, LINE 12C MONITORING AND ENFORCEMENT OF CONFLICT OF INTEREST POLICY ALL SENIOR OFFICIALS AND EVERY MEMBER OF THE BOARD OF DIRECTORS SUBMIT WRITTEN DISCLOSURE STATEMENTS ATTESTING THAT S/HE UNDERSTOOD AND COMPLIED WITH THE CONFLICTS OF INTEREST POLICY, AND CERTIFYING THAT EXCEPT AS SPECIFICALLY DESCRIBED IN HIS/HER PERSONAL DISCLOSURE FORM, NEITHER S/HE NOR ANY MEMBER OF HIS/HER FAMILY TO THE BEST OF HIS/HER KNOWLEDGE HAD BEEN ENGAGED IN ANY CONFLICT OF INTEREST. THE DISCLOSURE FORMS ARE REVIEWED BY MANAGEMENT AND NOTHING WAS NOTED THAT REQUIRED ACTION OF ANY KIND. THE CONFLICTS OF INTEREST FORMS ARE COMPLETED ANNUALLY AND RETAINED BY HIAS, INC. ANY POTENTIAL CONFLICTS OF INTEREST ARE EVALUATED, AND INDIVIDUALS WITH ANY ACTUAL CONFLICTS OF INTEREST RECUSE THEMSELVES FROM ANY DECISIONS OR DELIBERATIONS WITH REGARDS TO THE CONFLICTING ACTIVITY. FORM 990, PART VI, SECTION B, LINE 15 HIAS COMPENSATION POLICY HIAS HAS ADOPTED AN ANNUAL CEO PERFORMANCE EVALUATION POLICY AND PROCESS WHICH IS FUNDAMENTAL TO THE BOARD OF DIRECTORS' OVERSIGHT OF THE CEO AND THE MISSION AND STRATEGY OF THE ORGANIZATION AND A PREREQUISITE TO ESTABLISHING THE COMPENSATION FOR THE CEO. THE CEO SUBMITS A WRITTEN SELF-EVALUATION TO THE GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS REPORTING PROGRESS AGAINST THE INSTITUTIONAL, MANAGEMENT AND INDIVIDUAL DEVELOPMENT OBJECTIVES OF THE PREVIOUS YEAR. CONCURRENTLY, THE GOVERNANCE COMMITTEE SOLICITS VIEWS ON THE CEO'S PERFORMANCE FROM THE FULL BOARD OF DIRECTORS. THE GOVERNANCE COMMITTEE CONSOLIDATES THE FEEDBACK AND MAKES PERFORMANCE RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE AND SUBSEQUENTLY TO THE FULL BOARD OF DIRECTORS. THE FULL BOARD AGREES UPON THE DELIVERY OF THE PERFORMANCE REVIEW AND THE CHAIR OF THE BOARD AND THE CHAIR OF THE GOVERNANCE COMMITTEE PRESENT THE ASSESSMENT TO THE CEO. HIAS'S EXECUTIVE COMPENSATION POLICY IS DESIGNED TO PROVIDE A REASONABLE AND COMPETITIVE PACKAGE OF SALARY AND BENEFITS, CONSISTENT WITH MARKET BASED COMPENSATION PRACTICES AND THE ORGANIZATIONS' FINANCIAL RESOURCES. THE EXECUTIVE COMMITTEE OF THE BOARD IS RESPONSIBLE FOR ENSURING THAT A COMPENSATION MARKET ANALYSIS IS CONDUCTED AT LEAST EVERY TWO YEARS OF COMPARABLE POSITIONS AMONG SIMILARLY SITUATED ORGANIZATIONS AND BENCHMARKING ITS RECOMMENDATION FOR CEO WITH SUCH GROUPS AS GUIDESTAR, CHARITY NAVIGATOR, AND NATIONAL JEWISH LEADERSHIP ORGANIZATIONS. THE FULL BOARD OF DIRECTORS IS RESPONSIBLE FOR MAKING THE FINAL COMPENSATION DETERMINATION BASED ON THE PERFORMANCE REVIEW OF ITS CEO, THE RECOMMENDATION OF THE EXECUTIVE COMMITTEE AND THE MARKET ANALYSIS. THE MINUTES OF THE BOARD DOCUMENT THE BOARD'S DECISION AND ITS BASIS FOR THE REASONABLENESS OF THE COMPENSATION. FOR KEY EMPLOYEES AND OFFICERS, THE COMPENSATION REVIEWS ARE DONE INTERNALLY BY MANAGEMENT TAKING INTO CONSIDERATION THE CURRENT MARKET SITUATION. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF DOCUMENTS TO THE PUBLIC THE FINANCIAL STATEMENTS AND FORM 990 ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST AND ALSO PUBLISHED ON HIAS' WEBSITE. THESE DOCUMENTS ALONG WITH OUR WHISTLEBLOWER POLICY ARE AVAILABLE THROUGH OUR WEBSITE. THE CONFLICT OF INTEREST POLICY AND OTHER GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: ACTUARIAL LOSS ON SPLIT-INTEREST AGREEMENT 244,723. CHANGE IN MINIMUM PENSION LIABILITY 367,745. INTERCOMPANY TRANSACTIONS 369,800. FORM 990, PART XII: CONSOLIDATED AUDITED FINANCIAL STATEMENTS UNDER GAAP (U.S. ACCOUNTING STANDARDS), HIAS PREPARES CONSOLIDATED AUDITED FINANCIAL STATEMENTS WHICH INCLUDE THE U.S. HEADQUARTERS, FOREIGN BRANCH OFFICES AND FOREIGN LEGAL SUBSIDIARIES. PURSUANT TO U.S. INCOME TAX REPORTING RULES, HIAS PRESENTS THE INFORMATION ON FORM 990 FOR ONLY ITS U.S. HEADQUARTERS AND FOREIGN BRANCH OFFICES. THE ACTIVITIES OF THE FOREIGN SUBSIDIARIES HAVE BEEN REMOVED FROM THE FORM 990 PRESENTATION. HIAS ECUADOR SEE PART VII EC 981566806 REFUGEE ASSISTANCE AND PROTECTION EC 12873560 2633272 HIAS HIAS PANAMA SEE PART VII PM 981567109 REFUGEE ASSISTANCE AND PROTECTION PM 614946 309398 HIAS ECUADOR HIAS ISRAEL SEE PART VII IS REFUGEE ASSISTANCE AND PROTECTION IS 501(C)(3) N/A HIAS 1 HIAS ARUBA SEE PART VII AA REFUGEE ASSISTANCE AND PROTECTION AA 501(C)(3) N/A HIAS 1 FUNDATION HIAS COLOMBIA SEE PART VII CO REFUGEE ASSISTANCE AND PROTECTION CO 501(C)(3) N/A HIAS 1 HIAS EUROPE SEE PART VII BE REFUGEE ASSISTANCE AND PROTECTION BE 501(C)(3) N/A HIAS 1 HIAS GUYANA INC SEE PART VII GY REFUGEE ASSISTANCE AND PROTECTION GY 501(C)(3) N/A HIAS 1 HIAS MEXICO AC SEE PART VII MX REFUGEE ASSISTANCE AND PROTECTION MX 501(C)(3) N/A HIAS 1 HIAS PERU SEE PART VII PE REFUGEE ASSISTANCE AND PROTECTION PE 501(C)(3) N/A HIAS 1 CHARITABLE REMAINDER UNITRUST (1) SEE PART VII OSSINING NY 10562 CRUT NY N/A T 0 HIAS COSTA RICA SEE PART VII CS REFUGEE ASSISTANCE AND PROTECTION CS HIAS C 1448973 564910 1.00000 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HIAS COSTA RICA B 643631 CASH SCHEDULE R, PARTS II AND IV: RELATED ORGANIZATION ADDRESSES IN LIGHT OF SECURITY CONCERNS RELATED TO THE RISK OF VIOLENT ANTI-SEMITISM IN THE UNITED STATES AND ABROAD AS DOCUMENTED BY DHS, FBI, ADL AND OTHER ORGANIZATIONS TRACKING THE THREAT OF VIOLENT ANTI-SEMITISM, HIAS IS PROVIDING THE CITY AND STATE ADDRESSES OF OUR US AFFILIATES AND THE COUNTRY INFORMATION FOR INTERNATIONAL COUNTRY OFFICES.