2020-05-05T14:56:06-05:00 2019-06-30 113518842 MARKS PANETH LLP 685 THIRD AVENUE NEW YORK NY 10017 990 2018-07-01 131624048 INTERNATIONAL HOUSE INTE 2123168444 500 RIVERSIDE DRIVE NEW YORK NY 100273916 CALVIN SIMS PRESIDENT 2123168444 2020-04-29 1 ROBERT R LYONS CPA P00227472 2125038800 2020-04-29 100.1.21.12 2020-04-29 22:13:31 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 E99CEA45C307B5E011B655275064C3D25F8033D4 2018 2020-09-23 17:36:50Z CALVIN SIMS 500 RIVERSIDE DRIVE NEW YORK NY 100273916 38039995 0 X WWW.IHOUSE-NYC.ORG X 1924 NY THE MISSION OF INTERNATIONAL HOUSE IS TO ENABLE SELECTED UNIVERSITY STUDENTS, FELLOWS, FACULTY, AND INTERNS FROM COUNTRIES AROUND THE WORLD AND THE UNITED STATES TO LIVE AND LEARN TOGETHER IN A CHALLENGING AND SUPPORTIVE RESIDENTIAL COMMUNITY IN NEW YORK CITY THAT BUILDS LIFE-LONG QUALITIES OF LEADERSHIP, RESPECT, EMPATHY, AND MORAL COURAGE AMONG INDIVIDUALS OF ALL NATIONS AND BACKGROUNDS. THIS INDEPENDENT, NON-PROFIT, MEMBERSHIP ORGANIZATION ACHIEVES ITS MISSION BY DAILY INTERACTION AMONG ITS RESIDENTS AND OTHER MEMBERS THROUGH PROGRAMS, FACILITIES, AND RESIDENTIAL LIFE DESIGNED TO FOSTER DIVERSITY OF THOUGHT AND EXPERIENCE, AND TO PREPARE OUR RESIDENTS AS ALUMNI TO MEET THE CHALLENGES OF AN INTERDEPENDENT WORLD. 33 33 83 70 0 0 4809735 6483369 13378119 13953568 1788344 3775579 -107543 44141 19868655 24256657 679860 661175 0 0 6547941 6992288 0 0 937837 10118866 9664960 17346667 17318423 2521988 6938234 98185242 102171602 3847227 2858178 94338015 99313424 X THE MISSION OF INTERNATIONAL HOUSE IS TO ENABLE SELECTED UNIVERSITY STUDENTS, FELLOWS, FACULTY, AND INTERNS FROM COUNTRIES AROUND THE WORLD AND THE UNITED STATES TO LIVE AND LEARN TOGETHER IN A CHALLENGING AND SUPPORTIVE RESIDENTIAL COMMUNITY IN NEW YORK CITY THAT BUILDS LIFE-LONG QUALITIES OF LEADERSHIP, RESPECT, EMPATHY, AND MORAL COURAGE AMONG INDIVIDUALS OF ALL NATIONS AND BACKGROUNDS. THIS INDEPENDENT, NON-PROFIT, MEMBERSHIP ORGANIZATION ACHIEVES ITS MISSION BY DAILY INTERACTION AMONG ITS RESIDENTS AND OTHER MEMBERS THROUGH PROGRAMS, FACILITIES, AND RESIDENTIAL LIFE DESIGNED TO FOSTER DIVERSITY OF THOUGHT AND EXPERIENCE, AND TO PREPARE OUR RESIDENTS AS ALUMNI TO MEET THE CHALLENGES OF AN INTERDEPENDENT WORLD. 0 0 8610473 11277778 INTERNATIONAL HOUSE IS A RESIDENTIAL AND PROGRAMMATIC COMMUNITY DEVOTED TO THE MISSION OF PROMOTING CROSS-CULTURAL UNDERSTANDING FOR 750-900 CAREFULLY SELECTED INTERNATIONAL AND AMERICAN UNIVERSITY STUDENTS FROM OVER 100 COUNTRIES. THE RESIDENT MEMBERS STUDY OR TRAIN AT OVER 60 NYC-AREA INSTITUTIONS IN A WIDE RANGE OF DISCIPLINES. IN ADDITION, OVER 400 NON-RESIDENT, AFFILIATE AND ALUMNI MEMBERS PARTICIPATE IN I. HOUSE EVENTS AND PROGRAMS DESIGNED TO ACHIEVE THE MISSION. 2659519 661175 INTERNATIONAL HOUSE OFFERS EDUCATION, SOCIAL, CULTURAL AND HEALTH PROGRAMMING AND LEADERSHIP TRAINING TO PROMOTE CROSS-CULTURAL UNDERSTANDING, INCLUDING ORIENTATION AND TRAINING PROGRAMS, WOMEN INTERNATIONAL LEADERSHIP PROGRAM, INTERNATIONAL LEADERS PROGRAM, DISTINGUISHED SPEAKER PROGRAMS (MARSHALL VISITOR, DAVID ROCKEFELLER INTERNATIONAL VISITOR, J J MCCLOY VISITOR, PATRICIA M CLOHERTY VISITOR, JOHN C WHITEHEAD CORPORATE SERIES, LEADERSHIP IN THE ARTS, INTERNATIONAL FORUM), LANGUAGE EXCHANGE PROGRAMS, FALL FIESTA AND ALL NATIONS CELEBRATION. BALLS AND DANCING ACTIVITIES, COMMUNITY WEEKENDS, MEET YOUR TRUSTEES, RESIDENT RECITALS, SALON NIGHTS, ROUNDTABLES, SUNDAY SUPPERS, IH TUTORIAL PROGRAM, WALK ON WALL STREET, ALUMNI PROFESSIONAL INTEREST MEETINGS, ETC. (APPROX. 25 CATEGORIES OF PROGRAMS). 2497468 2675790 INTERNATIONAL HOUSE OFFERS PROGRAMMATIC FACILITIES AND AUXILIARY SERVICES. THEY INCLUDE PROGRAMS & RESIDENT LIFE OFFICE, RESIDENT SUUPORT SERVICES INCLUDING COUNSELING, CRISIS INTERVENTION AND REFERRALS, FITNESS CENTER, GYMNASIUM, AUDITORIUM, PUB, STUDY CENTER, MUSIC PRACTICE ROOMS (8), COMPUTER LAB, TV LOUNGES (2), SPECIAL EVENTS AND PROGRAMMATIC ROOMS (7), GUEST FACILITIES (11), STORAGE FACILITIES, BIKE ROOM, VARIOUS FLOOR LOUNGES (16), DINING SERVICE, MAIL SERVICE, LAUNDRY SERVICE, VENDING, PHONE, INTERNET. 13767460 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 89 0 1 83 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 33 33 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X CALVIN SIMS PRESIDENT 2123166300 500 RIVERSIDE DRIVE NEW YORK NY 10027 ADAM QUINTON TRUSTEE 1.00 X 0 0 0 ANDREW H DARRELL TRUSTEE 1.00 X 0 0 0 ANTHONY C SPIKES TRUSTEE (OUTGOING) 1.00 X 0 0 0 BARBARA G HEYMAN TRUSTEE 1.00 X 0 0 0 BEI LING TRUSTEE 1.00 X 0 0 0 BRIAN H POLOVOY TRUSTEE 1.00 X 0 0 0 DARREN FOGEL TRUSTEE 1.00 X 0 0 0 FAREED ZAKARIA TRUSTEE 1.00 X 0 0 0 FRANK G WISNER CHAIR 2.00 X X 0 0 0 HARVEY KIPNIS TRUSTEE 1.00 X 0 0 0 J KEVIN MCCARTHY TRUSTEE 1.00 X 0 0 0 JOAN R GREGORY TRUSTEE 1.00 X 0 0 0 JODI LEBLANC DONE TRUSTEE 1.00 X 0 0 0 KAREN E SUTTON TRUSTEE 1.00 X 0 0 0 KATHLEEN BURNS TRUSTEE 1.00 X 0 0 0 KATSURAO YOSHIMORI TRUSTEE 1.00 X 0 0 0 KENNETH M KRAMER SECRETARY 2.00 X X 0 0 0 KEVIN DANEHY TRUSTEE 1.00 X 0 0 0 LAUREN C STATES TRUSTEE 1.00 X 0 0 0 LEAH RUSH CANN TRUSTEE 1.00 X 0 0 0 MARIANNE TESLER TRUSTEE 1.00 X 0 0 0 MIKIO HAZUMI TRUSTEE 1.00 X 0 0 0 MONA ABOELNAGA KANAAN TRUSTEE 1.00 X 0 0 0 PAUL D DOWNS TRUSTEE 1.00 X 0 0 0 PETER M O'NEILL CHAIR OF EXE. COMM. 2.00 X X 0 0 0 PHILLIP W HENDERSON TRUSTEE 1.00 X 0 0 0 ROBERT J KREFTING TRUSTEE (OUTGOING) 1.00 X 0 0 0 ROSEMARY A DICARLO TRUSTEE (OUTGOING) 1.00 X 0 0 0 ROSS C YOUNGMAN TRUSTEE 1.00 X 0 0 0 SHARDA CHERWOO TRUSTEE 1.00 X 0 0 0 SHUBH SAUMYA TRUSTEE 1.00 X 0 0 0 SUSAN L STUPIN TRUSTEE 1.00 X 0 0 0 THOMAS P HIRSCHFELD TREASURER 2.00 X X 0 0 0 WILLIAM D RUECKERT TRUSTEE 1.00 X 0 0 0 WILLIAM MOODY TRUSTEE 1.00 X 0 0 0 YUQIANG XIAO TRUSTEE 1.00 X 0 0 0 CALVIN SIMS PRESIDENT & CEO 40.00 X 428630 0 150393 DEEPAK BUTANI CFO 40.00 X 178553 0 42556 EMILY WAKELING VP OF DEVELOPMENTS 40.00 X 177229 0 32371 LAWRENCE M PALFINI VP OF FACILITIES MGT. 40.00 X 218538 0 51956 SHARON LA CRUISE VP ADMISSIONS, PROGRAMS & 40.00 X 140294 0 25575 STEVEN N COLABELLA SENIOR PROJECT MANAGER 40.00 X 132140 0 37439 VINCENT M MELITO DIRECTOR, FACILITIES 40.00 X 172886 0 54653 DONALD CUNEO PRESIDENT & CEO (FORMER) 1.00 X 42097 0 0 1490367 0 394943 7 1 1 0 ROBERT AM STERN ARCHITECTS ONE PARK AVENUE NEW YORK NY 10016 ARCHITECT 1259983 ELISE G LIEBOWITZ ESQ 1325 AVENUE OF AMERICAS 27TH FLOOR NEW YORK NY 10019 LEGAL FEES 151100 THOMAS CAREY 317 W 99TH STREET 4B NEW YORK NY 10025 PRESIDENT OFF. CONS. 125000 SLICE WIRELESS SOLUTIONS 531 W 25TH STREET SUITE 3E NEW YORK NY 10001 IT PROJECT 103619 YOUR PART TIME CONTROLLER LLC 1350 BROADWAY SUITE 1710 NEW YORK NY 10018 TEMPORARY STAFF 103015 5 356701 6126668 6483369 RESIDENCE INCOME 611710 11277778 11277778 AUXILIARY SERVICES 611710 2675790 2675790 13953568 808628 808628 16609245 13642294 2966951 2966951 2966951 185185 356701 141044 44141 44141 24256657 13953568 0 3819720 661175 661175 843740 843740 4389900 3365552 529884 494464 245390 173483 52640 19267 1020283 722281 217787 80215 492975 308907 149762 34306 76342 76342 189684 189684 312271 120362 131685 60224 355186 152078 52303 150805 262992 18250 240054 4688 1737665 1732947 4718 8521 8521 2764820 2764820 275634 275634 FOOD AND LABOR COSTS 2365931 2365931 0 0 RESIDENT PROGRAMMING 967556 959382 8174 STAFF DEVELOPMENT 136815 43592 88038 5185 STEWARDSHIP AND CULT. 129138 12140 28315 88683 82405 82405 17318423 13767460 2613126 937837 2550 2300 5807449 4994685 45016 156907 265641 364705 12090 10827 85299 72605 86630026 47920121 37305931 38709905 36780500 40150226 17683901 17127105 196865 582337 98185242 102171602 922213 741220 1497449 1640474 604599 0 822966 476484 3847227 2858178 X 75444548 76044785 8853622 13228794 10039845 10039845 94338015 99313424 98185242 102171602 X 6938234 -2067079 104254 X X 0 1 X 1 0 X 2770417 3168209 2622184 4809735 6483369 19853914 2770417 3168209 2622184 4809735 6483369 19853914 8492242 11361672 627181 944486 535718 1009831 808628 3925844 114107 75693 114180 77000 185185 566165 24345923 64866034 0.46670 0.58920 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS INCOME FROM FUNDRAISING EVENTS - 2014 AMOUNT: $ 112,515. 2015 AMOUNT: $ 73,800. 2016 AMOUNT: $ 113,160. 2017 AMOUNT: $ 77,000. 2018 AMOUNT: $ 185,185. MISCELLANEOUS INCOME - 2014 AMOUNT: $ 1,592. 2015 AMOUNT: $ 1,893. 2016 AMOUNT: $ 1,020. 2017 AMOUNT: $ 0. 2018 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 58997 X X X 0 36969652 40078 741718 1094091 36657357 33944464 15200 4294409 1286421 36969652 31177992 508238 3667636 1409402 33944464 32639811 534904 -1493223 503500 31177992 32301147 672659 320326 428931 225390 32639811 0.56490 0.27390 0.16120 0 0 7675000 7675000 66947069 40478947 26468122 9342647 7441174 1901473 2665310 2665310 38709905 LIMITED PARTNERSHIPS 17127105 F 17127105 DEFERRED COMPENSATION PAYABLE 476484 476484 X 22104148 -2067079 104254 -1962825 24066973 189684 189684 24256657 17128739 0 17128739 189684 189684 17318423 PART III, LINE 4: ART PIECES RECEIVED AS GIFTS OR PURCHASED BY INTERNATIONAL HOUSE ARE TO PROMOTE THE MISSION OF THE INSTITUTION BY REINFORCING THE CULTURAL SIGNIFICANCE OF DIVERSE ART AND REFLECTING THE HISTORY OF THE INSTITUTION AND ITS FOUNDERS AND ALUMNI. PART V, LINE 4: EARNINGS FROM ENDOWED FUNDS ARE USED TO SUPPORT MISSION PROGRAMMING AND SCHOLARSHIPS AND FELLOWSHIPS FOR RESIDENTS. PART X, LINE 2: INTERNATIONAL HOUSE BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2019 AND 2018, IN ACCORDANCE WITH ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740, "INCOME TAXES," WHICH PROVIDES STANDARDS FOR ESTABLISHING AND CLASSIFYING ANY TAX PROVISIONS FOR UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: PENSION RELATED CHANGES OTHER THAN NET PERIODIC PENSION COSTS 104,254. NY GALA 541886 356701 185185 141044 541886 356701 185185 141044 141044 44141 1 FUND II AWARDS GRANTED TO NEW AND RETURNING RESIDENTS WHO ARE AFRICAN OR AFRICAN AMERICAN 12 0 32750 FMV CREDIT TO ROOM FEES GELB AWARDS GRANTED TO NEW AND RETURNING RESIDENTS WHO ARE STUDYING JOURNALISM OR INTERNATIONAL AFFAIRS 2 0 7000 FMV CREDIT TO ROOM FEES GENERAL RESIDENT FUND - AWARDS GRANTED TO NEW AND RETURNING RESIDENTS 187 0 488675 FMV CREDIT TO ROOM FEES WELCOME FUND - AWARDS GRANTED TO NEW AND RETURNING RESIDENTS FROM A COUNTRY EXPERIENCING CONFLICT 4 0 24650 FMV CREDIT TO ROOM FEES TOYOTA FUND - AWARDS TO RESIDENTS FROM JAPAN AND/OR RESIDENTS STUDYING A TECHNICAL FIELD 37 0 77600 FMV CREDIT TO ROOM FEES DODGE FOUNDATION FUND - AWARDS GRANTED TO RESIDENTS FROM THE MIDDLE EAST 7 0 25000 FMV CREDIT TO ROOM FEES PAUL A VOLCKER FUND - AWARDS TO RESIDENTS STUDYING ECONOMICS 2 0 5500 FMV CREDIT TO ROOM FEES PART I, LINE 2: THE ADMISSIONS OFFICE MAINTAINS RECORDS SUBSTANTIATING THE SELECTION CRITERIA AND AMOUNT OF GRANT AWARDS. GRANTS ARE AWARDED BASED ON FINANCIAL NEED OR SPECIFIC REQUIREMENTS OF THE GRANT. RECIPIENTS ARE REQUIRED TO SUBMIT A WRITTEN REPORT AT THE END OF THE YEAR DESCRIBING THEIR ACADEMIC PROGRESS, INTERNATIONAL HOUSE EXPERIENCE AND HOW THE FINANCIAL ASSISTANCE HAS HELPED THEM. X 1 1 X X X X 1 0 0 0 0 0 0 1 0 CALVIN SIMS PRESIDENT & CEO 328630 0 100000 0 0 0 19261 0 131132 0 579023 0 0 0 DEEPAK BUTANI CFO 148553 0 30000 0 0 0 12205 0 30351 0 221109 0 0 0 EMILY WAKELING VP OF DEVELOPMENTS 171229 0 6000 0 0 0 0 0 32371 0 209600 0 0 0 LAWRENCE M PALFINI VP OF FACILITIES MGT. 203538 0 15000 0 0 0 13286 0 38670 0 270494 0 0 0 SHARON LA CRUISE VP ADMISSIONS, PROGRAMS & 134294 0 6000 0 0 0 9495 0 16080 0 165869 0 0 0 STEVEN N COLABELLA SENIOR PROJECT MANAGER 132004 0 136 0 0 0 9148 0 28291 0 169579 0 0 0 VINCENT M MELITO DIRECTOR, FACILITIES 165259 0 7627 0 0 0 11542 0 43111 0 227539 0 0 0 DONALD CUNEO PRESIDENT & CEO (FORMER) 42097 0 0 0 0 0 0 0 0 0 42097 0 0 0 PART I, LINE 1A THE PRESIDENT & CEO IS REQUIRED TO LIVE IN THE RESIDENT COMMUNITY TO PROVIDE 24 HOUR ON CALL SERVICES, ATTEND PROGRAMMING AND CARRY OUT MISSION DELIVERY ACTIVITIES AND SUPERVISION, THUS HOUSING ON THE PREMISES IS PROVIDED TO THIS INDIVIDUAL. THE ESTIMATED FAIR VALUE OF THE NONTAXABLE HOUSING BENEFITS PROVIDED TO THE PRESIDENT & CEO AMOUNTED TO $83,683 FOR THE YEAR ENDED JUNE 30, 2019 AND ARE INCLUDED IN SCHEDULE J, PART II, COLUMN D. PART I, LINE 4A PER HIS DEFERRED COMPENSATION AGREEMENT, FORMER PRESIDENT DONALD CUNEO IS TO RECEIVE $171,518 IN FIVE ANNUAL INSTALLMENTS FOR HIS SERVICE TO THE ORGANIZATION. THE LAST INSTALLMENT WAS PAID IN FISCAL YEAR 2018. INCLUDED IN OTHER REPORTABLE COMPENSATION IN SCHEDULE J, PART II, COLUMN B, LINE III IS $42,097 WHICH REPRESENTS THE RESPECTIVE TAXES. PART I, LINE 7 APPROVAL OF BONUSES FOR OFFICERS AND KEY EMPLOYEES IS DETERMINED ON AN ANNUAL BASIS BY THE BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY INDEPENDENT AUDITORS AND WAS REVIEWED AND DISCUSSED BY THE BOARD OF DIRECTORS AT A SCHEDULED BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND SENIOR STAFF ARE REQUIRED TO ANNUALLY SIGN A CONFLICT OF INTEREST FORM. BASED ON THE RESPONSES ON THIS FORM AND OTHER KNOWN AFFILIATIONS, THE BOARD AUDIT COMMITTEE IS CHARGED TO MAKE A DETERMINATION ON THE POSSIBILITY OF A CONFLICT OF INTEREST. ANY BOARD MEMBER OR SENIOR STAFF WHO IS FOUND TO HAVE A CONFLICT OF INTEREST IS ASKED TO RECUSE FROM ANY DISCUSSION OR VOTING ON MATTERS WHERE A CONFLICT IS ESTABLISHED. FORM 990, PART VI, SECTION B, LINE 15A THE CHAIRMAN OF THE EXECUTIVE COMMITTEE ASSEMBLES COMPARABILITY DATA AND DISCUSSES THE DATA, PRIOR COMPENSATION INFORMATION, AND PERFORMANCE WITH THE CHAIRMAN OF THE FINANCE COMMITTEE AND THE CHAIRPERSON OF THE PERSONNEL PRACTICES COMMITTEE. THE DECISION IS COMMUNICATED BY THE CHAIRMAN OF THE EXECUTIVE COMMITTEE TO THE CEO AND THE DIRECTOR OF FINANCE IN WRITING. KEY EMPLOYEES RECEIVE ANNUAL WRITTEN PERFORMANCE EVALUATIONS AND WRITTEN COMMUNICATION OF THE RESULT. THE HUMAN RESOURCES MANAGER CONDUCTS EVALUATION OF COMPARABILITY DATA AS REQUESTED BY THE CEO, AND PROVIDES RECOMMENDATIONS OF COMPENSATION CHANGES. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS ARE PROVIDED IN THE ANNUAL REPORT OF THE ORGANIZATION, WHICH IS AVAILABLE ON THE WEBSITE. THE COMPLETE AUDITED FINANCIAL STATEMENTS ARE FILED WITH THE NY STATE CHARITIES BUREAU AND ARE OPEN TO PUBLIC INSPECTION, INCLUDING THE FORM 990 AND ALL REQUIRED SCHEDULES. IN ADDITION, THE COMPLETE AUDITED FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: PENSION RELATED CHANGES OTHER THAN NET PERIODIC PENSION COSTS 104,254. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.