2025-11-17T19:26:38-05:00 2024-12-31 WITHUMSMITHBROWN PC 1835 MARKET STREET SUITE 1710 PHILADELPHIA PA 191032945 990 2024-01-01 231505095 Eisenhower Exchange Fellowships Incorporated % THE ORGANIZATION EISE 2155461738 250 South 16th Street Philadelphia PA 19102 GEORGE DE LAMA PRESIDENT 2155461738 2025-08-15 true true RICHARD RUVELSON P00234075 2155462140 2024 2025-03-06 01:10:19Z GEORGE DE LAMA 250 South 16th Street Philadelphia PA 19102 7174123 false X WWW.EFWORLD.ORG X 1953 PA A GLOBAL PROGRAM AND LEADERSHIP NETWORK THAT FOSTERS A MORE PEACEFUL, PROSPEROUS & JUST WORLD. 50 49 21 47 0 0 4041612 3548785 0 0 2497760 828637 0 0 6539372 4377422 1670427 1636820 0 0 2838824 3183693 0 0 586337 1930602 1491463 6439853 6311976 99519 -1934554 61102769 62857660 142964 202323 60959805 62655337 X EISENHOWER FELLOWSHIPS IDENTIFIES, EMPOWERS AND CONNECTS INNOVATIVE LEADERS THROUGH A TRANSFORMATIVE FELLOWSHIP EXPERIENCE AND LIFELONG ENGAGEMENT IN A GLOBAL NETWORK OF DYNAMIC CHANGE AGENTS COMMITTED TO CREATING A WORLD MORE PEACEFUL, PROSPEROUS AND JUST. false false 1447891 3126 GLOBAL FELLOWS NETWORK: THE GLOBAL FELLOWS' NETWORK FOSTERS CONTINUED CONNECTION AND ENGAGEMENT AMONG FELLOWS AROUND THE WORLD. EISENHOWER FELLOWS CURRENTLY HAVE ORGANIZED NEARLY 60 NATIONAL AND REGIONAL FELLOW CHAPTERS. CHAPTER MEMBERS ENGAGE IN ACTIVITIES SUCH AS RECRUITING, HOLDING PRELIMINARY CANDIDATE INTERVIEWS, ORGANIZING REGIONAL CONFERENCES AND HOSTING INCOMING USA AND INTERNATIONAL FELLOWS. FELLOWS PROVIDE VISITING FELLOWS WITH BOTH HOME HOSPITALITY AND MENTORING. EF FELLOWS PARTICIPATE IN THE EF GLOBAL NETWORK COUNCIL (GNC). EF PRODUCES REGULAR NEWLETTERS AND ENCOURAGES FELLOWS TO SHARE THEIR EXPERIENCES ON SOCIAL MEDIA. EF ALSO ASSISTS GLOBAL FELLOWS IN PROMOTING AND FACILITATING REGIONAL CONFERENCES AND EISENHOWER DAY OF FELLOWSHIP EVENTS. 1212678 505171 GLOBAL PROGRAM: TWENTY-ONE ASCENDANT LEADERS FROM FIVE CONTINENTS PARTICIPATED IN THE PRESTIGIOUS 2024 GLOBAL PROGRAM, VISITING THE UNITED STATES FOR ENLIGHTENING EXCHANGES WITH CRITICAL THINKERS IN THEIR FIELDS. THE SPRING 2024 GLOBAL FELLOWS CAME FROM THE WORLDS OF MEDICINE, ARTIFICIAL INTELLIGENCE, ENTREPRENEURSHIP, FINANCE, SPACE EXPLORATION, ECONOMIC POLICY, ENVIRONMENTAL PROTECTION, URBAN PLANNING, PHILANTHROPY, ACADEMIA AND THE ARTS. THE FELLOWS CONCLUDED THEIR TRAVELS ENERGIZED AND EMBOLDENED TO MAKE A SIGNIFICANT IMPACT IN THEIR HOME COUNTRIES AND REGIONS THROUGH INITIATIVES THAT INCLUDED AN INNOVATIVE RECORDKEEPING SYSTEM FOR PUBLIC HOSPITALS IN LIBERIA, VILLAGE-BASED TECHNICAL TRAINING FOR WOMEN ENTREPRENEURS IN KENYA, A COMPREHENSIVE PLAN TO EXPAND TELEMEDICINE SERVICES IN COLOMBIA, ALTERNATIVE ENERGY SOLUTIONS FOR CLIMATE CHANGE PROBLEMS IN VIETNAM, AN ENTERTAINMENT FRANCHISE DEVOTED TO AFRICAN HERITAGE AND CULTURE AND DIGITAL PLATFORM TO CONFRONT BIASES IN ARTIFICIAL INTELLIGENCE SYSTEMS. 1244379 503847 FALL WOMEN'S LEADERSHIP PROGRAM: IN THE FALL, EISENHOWER FELLOWSHIPS WELCOMED 22 EXCEPTIONAL LEADERS FROM 20 COUNTRIES TO THE U.S. FOR ITS FOURTH WOMEN'S LEADERSHIP PROGRAM SINCE 2010. THE FELLOWS, WHO SHARE A COMMITMENT TO ADVANCING CIVIC PARTICIPATION, CIVIL DISCOURSE AND GOOD GOVERNANCE IN THEIR HOME COUNTRIES, CAME FROM THE WORLDS OF ENTREPRENEURSHIP, GOVERNMENT, LAW, VENTURE CAPITAL, NONPROFIT MANAGEMENT, REFUGEE RESETTLEMENT, CLIMATE CHANGE MITIGATION, ENVIRONMENTAL PROTECTION, ENTERTAINMENT, INTERNATIONAL TRADE AND URBAN PLANNING. THEY ENJOYED A MEMORABLE FELLOWSHIP AS THEY CROSSED THE UNITED STATES, TRAVELING INDIVIDUALLY AND AS A TIGHT-KNIT GROUP. THE PROGRAM ENDED IN NEW YORK, WHERE TRUSTEE MATT MANDERS, CHAIR OF THE EF BOARD'S EXECUTIVE COMMITTEE, AND GEORGE DE LAMA PRESENTED THE FELLOWS WITH THEIR PINS AND CERTIFICATES TO MARK THE END OF THEIR FELLOWSHIP TRAVELS AND IMMERSION INTO THE INFLUENTIAL EF GLOBAL NETWORK OF LEADERS. 359665 359665 GLOBAL SCHOLARS PROGRAM 775275 265011 OTHER PROGRAMS 1134940 624676 5039888 true true false false false false false false false true true true false true false true true false false false true false true false false false false false true true false false false false false false false false true false false false false false false false false true 26 0 true 21 true false false false false false false false false false false false false X 50 49 true false false false false false false true true false false true true true true true true true true false CA MA NJ NY NC PA X X THE ORGANIZATION 2155461738 250 SOUTH 16TH STREET PHILADELPHIA PA 19102 GEORGE DE LAMA PRESIDENT 40.0 0.0 X X 476248 0 56580 ERIN HILLMAN VICE-PRESIDENT, PROGRAMS & OPE 40.0 0.0 X 291377 0 63424 STEPHANIE GROPP SENIOR DIRECTOR, FINANCE & OPE 40.0 0.0 X 226409 0 53118 CARLA RICCI HEAD OF INSTITUTIONAL ADVANCEM 40.0 0.0 X 149038 0 40111 LEE WEST DIRECTOR, GLOBAL NETWORK PROGR 40.0 0.0 X 129875 0 15716 SAMANTHA GREEN DIRECTOR OF INTERNATIONAL FELL 40.0 0.0 X 116078 0 23661 NICOLAS MENDOZA DIR OF USA FELLOWSHIP PROGRAMS 40.0 0.0 X 104228 0 10838 DR ROBERT M GATES CHAIRMAN 2.0 0.0 X X 0 0 0 CHRISTINE TODD WHITMAN VICE CHAIR 2.2 0.0 X X 0 0 0 MATT MANDERS TRUSTEE 6.0 0.0 X 0 0 0 NICOLAS A AGUZIN TRUSTEE 0.6 0.0 X 0 0 0 JASON AIKEN TRUSTEE (eff 5/24) 0.12 0.0 X 0 0 0 MOHAMMED M ALARDHI TRUSTEE 0.2 0.0 X 0 0 0 AMR AL-DABBAGH TRUSTEE 0.2 0.0 X 0 0 0 MOHAMED AMERSI TRUSTEE 1.4 0.0 X 0 0 0 ANINDYA BAKRIE TRUSTEE 0.2 0.0 X 0 0 0 TINA BYLES WILLIAMS TRUSTEE 1.7 0.0 X 0 0 0 KIMBALL C CHEN TRUSTEE (til 5/24) 0.08 0.0 X 0 0 0 SOLOMON CAI CHENYU TRUSTEE 0.8 0.0 X 0 0 0 CHARLES E COBB JR TRUSTEE (til 5/24) 0.25 0.0 X 0 0 0 SCOTT CROCKETT TRUSTEE 1.04 0.0 X 0 0 0 EDGAR M CULLMAN JR TRUSTEE 4.2 0.0 X 0 0 0 DAVID EISENHOWER TRUSTEE 0.4 0.0 X 0 0 0 SUSAN EISENHOWER TRUSTEE 0.6 0.0 X 0 0 0 JEREMY K ELLIS TRUSTEE (til 5/24) 0.08 0.0 X 0 0 0 MARCELO ETCHEBARNE TRUSTEE 3.1 0.0 X 0 0 0 BRIAN FERNANDES-HALLORAN TRUSTEE 0.8 0.0 X 0 0 0 HOLLY FLANAGAN TRUSTEE 3.3 0.0 X 0 0 0 Douglas Foo TRUSTEE (eff 12/24) 0.25 0.0 X 0 0 0 Mary Lou Gorno TRUSTEE 4.0 0.0 X 0 0 0 Mark B Grier TRUSTEE 3.0 0.0 X 0 0 0 SUSAN HAKKARAINEN TRUSTEE 0.6 0.0 X 0 0 0 JANE HARMAN TRUSTEE 0.8 0.0 X 0 0 0 SHOW-CHUNG HO TRUSTEE 0.2 0.0 X 0 0 0 JAMES W HOVEY TRUSTEE 2.0 0.0 X 0 0 0 VICTORIA W HSU TRUSTEE 0.8 0.0 X 0 0 0 LOREE D JONES BROWN TRUSTEE 2.1 0.0 X 0 0 0 JOHN W KEOGH TRUSTEE 0.2 0.0 X 0 0 0 SUMAIRA KHAN TRUSTEE (eff 5/24) 0.92 0.0 X 0 0 0 SERRA KIRDAR TRUSTEE (eff 5/24) 0.72 0.0 X 0 0 0 SHAHID MAHMUD TRUSTEE (til 5/24) 0.08 0.0 X 0 0 0 CHRISTIAN MARRONE TRUSTEE (til 5/24) 0.08 0.0 X 0 0 0 JAMES L MCCABE TRUSTEE 4.7 0.0 X 0 0 0 VICTOR J MENEZES TRUSTEE (til 5/24) 0.08 0.0 X 0 0 0 FRANK W MOUNT TRUSTEE (til 5/24) 0.08 0.0 X 0 0 0 ROGER NORES TRUSTEE 0.2 0.0 X 0 0 0 OSMAN OKYAY TRUSTEE 0.6 0.0 X 0 0 0 STEPHEN G PAGLIUCA TRUSTEE 0.2 0.0 X 0 0 0 STEVEN J PELCH TRUSTEE 0.8 0.0 X 0 0 0 PEDRO RAMOS TRUSTEE 2.2 0.0 X 0 0 0 SUSAN E SHERMAN TRUSTEE 1.8 0.0 X 0 0 0 JEFFREY SINGER TRUSTEE 3.9 0.0 X 0 0 0 PAVNINDER SINGH TRUSTEE 0.2 0.0 X 0 0 0 JAMES STERNLICHT TRUSTEE 1.4 0.0 X 0 0 0 Dia Weil TRUSTEE (EFF 12/24) 0.05 0.0 X 0 0 0 SAMAILA ZUBAIRU TRUSTEE 0.5 0.0 X 0 0 0 1493253 0 263448 7 false true false YOUR PART-TIME CONTROLLER 1600 MARKET STREET SUITE 3425 PHILADELPHIA PA 19103 ACCOUNTING SERVICES 111319 1 3548785 70190 3548785 0 811484 811484 0 0 0 0 0 2813854 2796701 17153 17153 17153 0 0 0 0 0 0 0 0 0 0 4377422 828637 0 624676 624676 1012144 1012144 0 1167157 912176 112493 142488 0 1534039 1193727 147853 192459 66352 47689 6395 12268 268716 209104 25899 33713 147429 114724 14209 18496 0 20318 15610 4461 247 151195 116163 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-6423044 3044393 50653991 52885748 656531 6457848 1683312 58316815 39964656 9774641 4911800 1765349 52885748 0.75330 0.24670 0.00000 false false 723608 723608 2031943 914374 1117569 379990 299728 80262 540140 537620 2520 216738 211052 5686 1929645 LIMITED PARTNERSHIPS 23072220 F 23072220 BENEFICL INT IN FED TRUST FUND 7987442 7987442 0 0 X 8015091 3537215 192871 3730086 4285005 92417 92417 4377422 6219559 6219559 92417 92417 6311976 PART V, LINE 4: INTENDED USE OF ENDOWMENT FUNDS TO SUPPORT EF'S PROGRAMS AND OPERATIONS. PART X, LINE 2: UNCERTAIN TAX POSITIONS UNDER ASC 740 GAAP REQUIRES ENTITIES TO EVALUATE, MEASURE, RECOGNIZE AND DISCLOSE ANY UNCERTAIN INCOME TAX POSITIONS TAKEN ON THEIR TAX RETURNS. GAAP PRESCRIBES A MINIMUM THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET IN ORDER TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION BELIEVES THAT IT HAD NO UNCERTAIN TAX POSITIONS AS DEFINED IN GAAP. PART XI, LINE 2D - OTHER ADJUSTMENTS: DISTRIBUTIONS FROM FEDERAL TRUST FUND 483,597 CHANGE IN VALUE OF BENEFICIAL INTEREST IN FEDERAL TRUST FUND -290,726 TOTAL ADJUSTMENT 192,871 true South Asia 0 0 Fundraising REC GRANT W/O ASSO EXP Europe (Including Iceland and Greenland) 0 0 Fundraising REC GRANT W/O ASSO EXP Central America and the Caribbean 0 0 Investments 9768742 Sub-Saharan Africa 0 0 Investments 1074868 East Asia and the Pacific 0 0 Program Services FELLOWSHIPS 328705 Europe (Including Iceland and Greenland) 0 0 Program Services FELLOWSHIPS 145153 Middle East and North Africa 0 0 Program Services FELLOWSHIPS 46958 South America 0 0 Program Services FELLOWSHIPS 162622 South Asia 0 0 Program Services FELLOWSHIPS 116818 Sub-Saharan Africa 0 0 Program Services FELLOWSHIPS 164930 Central America and the Caribbean 0 0 Program Services FELLOWSHIPS 24056 North America 0 0 Program Services FELLOWSHIPS 22902 0 0 0 0 11855754 11855754 FELLOWSHIPS East Asia and the Pacific 14 328705 WIRE FELLOWSHIPS Europe (Including Iceland and Greenland) 6 145153 WIRE FELLOWSHIPS Middle East and North Africa 2 46958 WIRE FELLOWSHIPS South America 7 162622 WIRE FELLOWSHIPS South Asia 5 116818 WIRE FELLOWSHIPS Sub-Saharan Africa 7 164930 WIRE FELLOWSHIPS Central America and the Caribbean 1 24056 WIRE FELLOWSHIPS North America 1 22902 WIRE true false false true true false PART I, LINE 2: EF MONITORS THE USE OF ITS GRANT FUNDS BY REQUIRING THE RECIPIENTS TO SUBMIT A REPORT AT THE END OF THE GRANT PERIOD ON THE STATUS OF THEIR PROJECT AND TO STATE EXPECTED MEASURABLE RESULTS. true FELLOWSHIPS/SCHOLARS 25 624676 PART I, LINE 2: EF MONITORS THE USE OF FELLOWSHIP FUNDS BY REQUIRING THE RECIPIENTS TO SUBMIT A REPORT AT THE END OF THE FELLOWSHIP PERIOD ON THEIR EXPERIENCE. X true true X X X X false false false false false false false false false GEORGE DE LAMA PRESIDENT 414823 0 61425 0 0 0 17250 0 39330 0 532828 0 0 0 ERIN HILLMAN VICE-PRESIDENT, PROGRAMS & OPE 265147 0 26230 0 0 0 14714 0 48710 0 354801 0 0 0 STEPHANIE GROPP SENIOR DIRECTOR, FINANCE & OPE 202409 0 24000 0 0 0 11404 0 41714 0 279527 0 0 0 CARLA RICCI HEAD OF INSTITUTIONAL ADVANCEM 149038 0 0 0 0 0 7447 0 32664 0 189149 0 0 0 X 3 70190 FMV false false false FROM 990, PART III, LINE 4D: GLOBAL SCHOLARS PROGRAM: NOW IN ITS FIFTH YEAR, THIS IMPORTANT ADDITION TO EF'S PROGRAMS INTRODUCES PROMISING AMERICAN YOUNG LEADERS TO THE WORLD BEYOND U.S. SHORES, IMMERSES THEM IN THE EF GLOBAL NETWORK AND EXTENDS THE LEGACY OF PRESIDENT DWIGHT D. EISENHOWER TO A NEW GENERATION OF YOUNG AMERICANS. THIS UNIQUE PROGRAM SENDS RECENT AMERICAN COLLEGE GRADUATES TO EUROPE FOR A YEAR OF POSTGRADUATE STUDIES LEADING TO A MASTER'S DEGREE. THE 2025 EISENHOWER GLOBAL SCHOLARS INCLUDE A LOW-INCOME-HOUSING SPECIALIST WITH THE U.S. DEPARTMENT OF COMMERCE, A NAVY MIDSHIPMAN INVESTIGATING THE ROLE OF ARTIFICIAL INTELLIGENCE IN MODERN WARFARE, A PHI BETA KAPPA STUDENT OF PUBLIC POLICY AND LEGAL AFFAIRS AND AN AFGHANI-AMERICAN LAWYER ADVOCATING FOR GIRLS' EDUCATION AND THE EMPOWERMENT OF WOMEN ENTREPRENEURS. IN THE FALL OF 2024 THESE FOUR, HIGHLY ACCOMPLISHED GRADUATES OF PRESTIGIOUS AMERICAN UNIVERSITIES BEGAN AN ALL-EXPENSES-PAID YEAR OF INTENSE ACADEMIC STUDY AND CULTURAL IMMERSION AT THE UNIVERSITY OF OXFORD AND IE UNIVERSITY PURSUING MASTER'S DEGREES IN PUBLIC SERVICE AND INTERNATIONAL RELATIONS. OTHER PROGRAMS: IN ADDITION TO ITS INTERNATIONAL PROGRAMS, EISENHOWER FELLOWSHIPS ALSO OPERATES A USA PROGRAM, WHICH SENDS BETWEEN 10-12 U.S. CITIZENS ABROAD ANNUALLY. THE USA PROGRAM EXPANDED IN 2024, WITH 20 AMERICAN FELLOWS TRAVELING ACROSS THE WORLD. TEN USA FELLOWS, INCLUDING ONE AGRICULTURAL FELLOW, TRAVELED TO 20 DIFFERENT COUNTRIES (INCLUDING MOLDOVA FOR THE FIRST TIME) TO BROADEN THEIR PERSPECTIVES AND CONNECT WITH EISENHOWER FELLOWS OVERSEAS. AMONG THIS GROUP WERE TEN ZHI-XING CHINA PROGRAM FELLOWS TRAVELLED TO CHINA AFTER THE PROGRAM WAS PUT ON HIATUS OR SEVERAL YEARS FOLLOWING THE ONSET OF THE COVID-19 PANDEMIC. FORM 990, PART VI, SECTION A, LINE 2: DAVID EISENHOWER, TRUSTEE, AND SUSAN EISENHOWER, TRUSTEE, HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B: GOVERNING BODY REVIEW OF FORM 990 THE EXECUTIVE COMMITTEE REVIEWS THE FORM 990 FOR APPROVAL. ONCE APPROVED, A COPY OF THE RETURN IS DISTRIBUTED TO EACH BOARD TRUSTEE FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C: MONITORING AND ENFORCEMENT OF CONFLICT OF INTEREST POLICY EF'S CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO ALL BOARD MEMBERS ANNUALLY FOR THEIR REVIEW. ALSO, STAFF RESPONSIBLE FOR CONTRACTING AND PROCUREMENT ARE PROVIDED WITH CURRENT BOARD LIST SO THAT THEY CAN REMAIN ALERT TO POTENTIAL REAL OR APPARENT CONFLICTS. CONCERNS ABOUT POSSIBLE CONFLICTS ARE REPORTED TO THE PRESIDENT, WHO ALERTS THE APPROPRIATE BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15: PROCESS FOR DETERMINING COMPENSATION THE COMPENSATION COMMITTEE REVIEWS THE COMPENSATION OF THE PRESIDENT AND VICE PRESIDENT, THE ORGANIZATION'S OVERALL STAFF COMPENSATION AND BENEFITS STRATEGY AND POLICY AND MAKES RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19: EF POSTS ITS FORM 990, AUDITED FINANCIAL STATEMENTS AND ANNUAL BUSINESS PLAN ON ITS WEBSITE. EF'S CHARTER, BYLAWS AND OTHER GOVERNING DOCUMENTS, SUCH AS ITS CONFLICT OF INTEREST AND WHISTLEBLOWER POLICIES, ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9, CHANGES IN NET ASSETS: DISTRIBUTIONS FROM FEDERAL TRUST FUND 483,597 CHANGE IN VALUE OF BENEFICIAL INTEREST IN FEDERAL TRUST FUND -290,726 LOSS ON UNCOLLECTIBLE CONTRIBUTION -100,000 TOTAL ADJUSTMENT 92,871