2015-08-14T08:17:18-05:00 2014-09-30 521855942 TATE & TRYON 2021 L ST NW 400 WASHINGTON DC 20036 990 2013-10-01 621049974 AMERICAN INSTITUTE IN TAIWAN AMER 7035258474 1700 N MOORE STREET NO 1700 ARLINGTON VA 22209 DAN CHRISTENSON EXECUTIVE DIRECTOR 7035258474 2015-08-14 1 ELIZABETH HELLER P00397829 2022932200 2013 2016-04-25 22:37:26Z JOSEPH DONOVAN JR 1700 N MOORE STREET NO 1700 ARLINGTON VA 22209 49719407 0 X WWW.AIT.ORG.TW/EN X 1979 DC TO HELP MAINTAIN PEACE, SECURITY, AND STABILITY IN THE WESTERN PACIFIC AND TO PROMOTE THE FOREIGN POLICY OF THE UNITED STATES. 5 2 0 4 0 0 30990741 39262159 20559554 10304548 106061 106061 0 46639 51656356 49719407 830910 131923 0 0 40845409 33647061 0 0 0 16461765 17102190 58138084 50881174 -6481728 -1161767 198827513 207707114 198827513 207707114 0 0 X THE AMERICAN INSTITUTE IN TAIWAN'S PRIMARY EXEMPT PURPOSE IS TO HELP MAINTAIN PEACE, SECURITY, AND STABILITY IN THE WESTERN PACIFIC AND TO PROMOTE THE FOREIGN POLICY OF THE UNITED STATES BY AUTHORIZING THE CONTINUATION OF COMMERCIAL, CULTURAL, AND OTHER RELATIONS BETWEEN THE PEOPLE OF THE UNITED STATES AND THE PEOPLE OF TAIWAN. 0 0 37478937 131923 10304548 ALL ACTIVITIES AS STATED IN PUBLIC LAW 96-8, APRIL 10, 1979 TAIWAN RELATIONS ACT. 37478937 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 1 0 0 1 TW 0 0 0 0 0 0 0 0 X 5 2 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X DAN CHRISTENSON 7035258474 1700 N MOORE STREET NO 1700 ARLINGTON VA 22209 RAYMOND BURGHARDT CHAIRMAN 4.00 X X 42612 0 0 JENNIFER BONNER TRUSTEE 1.00 X 0 0 0 DAVID BROWN TRUSTEE 1.00 X 0 0 0 KIN MOY TRUSTEE (JAN-JUL) 1.00 X 0 0 0 DOUGLAS SPELMAN TRUSTEE 1.00 X 0 0 0 SUSAN THORNTON TRUSTEE (JUL-DEC) 1.00 X 0 0 0 BARBARA SCHRAGE MANAGING DIRECTOR-TRUSTEE (JAN-JUN) 40.00 X X 179088 0 35245 JOSEPH DONOVAN JR MANAGING DIRECTOR-TRUSTEE (JUL-DEC) 40.00 X X 167400 0 37393 VIVIAN LESH SECRETARY/TREASURER (THRU JUNE 2014) 1.00 X 0 0 0 W BRENT CHRISTENSON DEPUTY DIRECTOR AIT/T 40.00 X 173812 0 37661 CHRISTOPHER J MARUT DIRECTOR AIT/T 40.00 X 160044 0 39222 DAN CHRISTENSON EXECUTIVE DIRECTOR 40.00 X 0 0 0 WILLIAM HIRAMA IMTS AIT/T 40.00 X 181217 0 44161 DON W HARRIS OBO SITE SEC 40.00 X 172107 0 0 CARLOS G SALAS POLITICAL OFFICER 40.00 X 161603 0 23344 RYAN COURTNEY LEONG ECON OFFICER 40.00 X 163610 0 32412 GARY GLENN OBA AGR 40.00 X 163684 0 32145 1565177 0 281583 35 0 1 1 VEGA GLOBAL TECHNOLOGY TAIWAN LTD 11F NO80 SUNG-JIANG RD ZHONGSHA TAIPEI TW VISUAL TECHOLOGY (PROJECTOR) 205424 GRANT THORNTON LLP TYSONS EXECUTIVE PLAZA II 2010 COR MCLEAN VA 22102 ACCOUNTING 163603 TAIPEI LANGUAGE INSTITUTE-SHIH LIN 1F NO30 SEC 2 CHUNG-CHEN RD SH TAIPEI TW LANGUAGE EDUCATION 161576 3 39262159 39262159 REIMBURSEMENTS 900099 6009499 6009499 VISA APPLICATIONS 900099 4208655 4208655 TRADE SHOWS 900099 47162 47162 OTHER PROGRAM ACTIVITIES 900099 39232 39232 10304548 106061 106061 FOREIGN EXCHANGE GAIN 900099 46639 46639 46639 49719407 10304548 0 152700 131923 131923 872477 503061 369416 24008308 11909447 12098861 4050922 3746503 304419 3725375 3445420 279955 989979 915584 74395 2309 2309 201699 201699 981614 928788 52826 2424 2424 1521691 1513857 7834 264215 264215 12328511 12158654 169857 1185996 1141322 44674 193097 193097 8367 8367 FOUNDATION FOR SCHOLARL 568000 568000 DIPLOMACY 116891 116891 REPRESENTATION 103295 103295 HONORARIUM 56000 56000 -431919 -431919 50881174 37478937 13402237 0 26273703 40770423 158304172 151726233 2332168 3297857 11917470 11912601 198827513 207707114 5876387 4726771 189082318 200449099 3868808 2531244 198827513 207707114 X 0 0 0 0 0 0 0 0 198827513 207707114 X -1161767 -122548 1284315 X X 0 1 X 0 1 1 X 33091133 37871103 38232434 30990741 39262159 179447570 33091133 37871103 38232434 30990741 39262159 179447570 179447570 106061 106061 106061 106061 106061 530305 179977875 98090147 0.99710 0.99690 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DEFERRED RENT 86213 ACCRUED PENSION 2445031 2531244 X 53843472 4170704 4170704 49672768 46639 46639 49719407 55127787 4170704 122548 4293252 50834535 46639 46639 50881174 PART X, LINE 2: AIT BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR INCOME TAX POSITIONS TAKEN. THEREFORE, MANAGEMENT HAS NOT IDENTIFIED ANY UNCERTAIN INCOME TAX POSITIONS. GENERALLY, INCOME TAX RETURNS RELATED TO THE CURRENT AND THREE PRIOR FILING PERIODS REMAIN OPEN FOR EXAMINATION BY TAXING AUTHORITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: FOREIGN EXCHANGE GAIN 46,639. PART XII, LINE 2D - OTHER ADJUSTMENTS: UNREALIZED LOSS RECORDED AS EXPENSE FOR AUDIT 122,548. PART XII, LINE 4B - OTHER ADJUSTMENTS: FOREIGN EXCHANGE GAIN 46,639. 1 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 2 433 GRANT MAKING 131923 EAST ASIA AND THE PACIFIC 2 433 PROGRAM SERVICES SEE FORM 990, PART III, LINE 4A 53425165 4 866 0 0 4 866 53557088 0 53557088 EAST ASIA AND THE PACIFIC GRANT FOR MOBILE AMERICAN CORNER 10881 WIRE EAST ASIA AND THE PACIFIC GRANT TO SUPPORT EDUCATION USA PROGRAM 36500 WIRE EAST ASIA AND THE PACIFIC PROGRAM GRANT FOR WORLD YOUTH FORUM 16000 WIRE EAST ASIA AND THE PACIFIC GRANT TO SUPPORT LEADERSHIP CAMP 21650 WIRE EAST ASIA AND THE PACIFIC TO SUPPORT AM. INNOVATION CENTER 7000 WIRE EAST ASIA AND THE PACIFIC PROJECT GRANT TO ALLIANCE FOUNDATION 10000 WIRE 0 6 GRANTS FOR PROGRAMS AND TRAVEL EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 39 33325 WIRE TRANSFER 0 0 0 0 0 0 PART I, LINE 2: PDS HAS A GRANTS OFFICER AND GOR FOR EACH GRANT. THE GOR HAS DELEGATED AUTHORITY FOR GRANT ADMINISTRATION AND REPORTING TO THE GRANT OFFICER WHEN THERE ARE ANY CHANGES OR PROBLEMS. THE GRANT OFFICER ALSO REVIEWS AND APPROVES GRANT DOCUMENTS. X X X 1 1 X X 0 0 0 0 0 0 0 0 0 BARBARA SCHRAGE MANAGING DIRECTOR-TRUSTEE (JAN-JUN) 179088 0 0 0 0 0 35245 0 0 0 214333 0 0 0 JOSEPH DONOVAN JR MANAGING DIRECTOR-TRUSTEE (JUL-DEC) 167400 0 0 0 0 0 22618 0 14775 0 204793 0 0 0 W BRENT CHRISTENSON DEPUTY DIRECTOR AIT/T 173812 0 0 0 0 0 23000 0 14661 0 211473 0 0 0 CHRISTOPHER J MARUT DIRECTOR AIT/T 160044 0 0 0 0 0 22994 0 16228 0 199266 0 0 0 WILLIAM HIRAMA IMTS AIT/T 181217 0 0 0 0 0 27933 0 16228 0 225378 0 0 0 DON W HARRIS OBO SITE SEC 172107 0 0 0 0 0 0 0 0 0 172107 0 0 0 CARLOS G SALAS POLITICAL OFFICER 161603 0 0 0 0 0 16159 0 7185 0 184947 0 0 0 RYAN COURTNEY LEONG ECON OFFICER 163610 0 0 0 0 0 16819 0 15592 0 196021 0 0 0 GARY GLENN OBA AGR 163684 0 0 0 0 0 17484 0 14661 0 195829 0 0 0 PART I, LINE 1B FIRST-CLASS OR CHARTER TRAVEL: AIT FOLLOWS THE FEDERAL TRAVEL REGULATIONS, SUPPLEMENTED BY THE FOREIGN AFFAIRS MANUAL AND TRAVEL POLICIES ISSUED BY THE STATE DEPARTMENT'S EAST ASIA PACIFIC BUREAU. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: AIT PROVIDES HOUSING TO EMPLOYEES POSTED TO TAIWAN USING THE STANDARDS AND PROCEDURES OUTLINED IN THE VOLUME 15 OF THE DEPARTMENT OF STATE'S FOREIGN AFFAIRS MANUAL. PERSONAL SERVICES: THE DIRECTOR AND DEPUTY DIRECTOR OF AIT PAY 3.5% OF THEIR SALARY INTO A FUND THAT IS USED TO DEFRAY CERTAIN EXPENSES (MAID, CHEF) REQUIRED FOR THE OPERATION AND MAINTENANCE OF THEIR RESIDENCES. AIT CONTRIBUTES THE BALANCE TO THE FUND, WHICH IS USED TO REIMBURSE EACH OF THEM, ON A MONTHLY BASIS, FOR EXPENSES IN EXCESS OF THE USUAL EXPENSES INCIDENT TO THE OPERATION AND MAINTENANCE OF THE RESIDENCE HE/SHE WOULD OCCUPY IF HE/SHE WERE SERVING AT THE POST IN ANY OTHER CAPACITY. AIT FOLLOWS THE DEPARTMENT OF STATE STANDARDIZED REGULATIONS CHAPTER 400 IN REIMBURSING THESE EXPENSES. PART I, LINE 3 THE INSTITUTE BASES ITS SALARY SCHEDULE ON THE SCHEDULE ESTABLISHED FOR THE US FOREIGN SERVICE AND THAT ESTABLISHED BY THE US OFFICE OF PERSONNEL MANAGEMENT FOR GENERAL SCHEDULE AND PREVAILING RATE EMPLOYEES OF CHAPTER 53 OF TITLE V--US CODE PER CONTRACT SAQMMA12D0101. FORM 990, PART VI, SECTION A, LINE 7A UNDER THE ORGANIZATION'S BYLAWS, THE MEMBERS OF THE BOARD OF TRUSTEES ARE APPOINTED BY THE SECRETARY OF STATE OF THE UNITED STATES. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS REVIEWED AND UPDATED BY THE MANAGING DIRECTOR, THE EXECUTIVE OFFICER, AND THE LEAD ACCOUNTANT FOR ACCURACY AND CORRECTNESS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS TIED TO THE US DEPARTMENT OF STATE IN REQUIRING HIGH-LEVEL OFFICERS, MANAGEMENT OFFICERS, AND DIRECTORS/PRINCIPALS TO COMPLETE AND MAINTAIN ON FILE WITH THE US DEPARTMENT OF STATE A CONFLICT OF INTEREST FORM. THIS PROCESS IS CONDUCTED ANNUALLY. THE FORMS ARE REVIEWED BY THE LEGAL OFFICE OF THE US DEPARTMENT OF STATE. FORM 990, PART VI, SECTION B, LINE 15 THE INSTITUTE BASES ITS SALARY SCHEDULE ON THE SCHEDULE ESTABLISHED FOR THE US FOREIGN SERVICE AND THAT ESTABLISHED BY THE US OFFICE OF PERSONNEL MANAGEMENT FOR GENERAL SCHEDULE AND PREVAILING RATE EMPLOYEES OF CHAPTER 53 OF TITLE V--US CODE PER CONTRACT SAQMMA12D0101. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS AVAILABLE UPON REQUEST AND AS REQUIRED BY LAW. ITS CONFLICT OF INTEREST POLICY IS THE SAME AS THE US DEPARTMENT OF STATE WHICH IS PUBLICLY AVAILABLE. FORM 990, PART XI, LINE 9: CHANGES IN PENSION LIABILITY 1,284,315. FORM 990, PART XII, LINE 2C DUE TO AIT'S UNIQUE RELATIONSHIP WITH THE STATE DEPARTMENT, INSTEAD OF A COMMITTEE, VARIOUS OFFICES WITHIN THE STATE DEPARTMENT ARE INVOLVED FOR OVERSIGHT.