HIAS INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- HIAS INC (EIN 13-5633307)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-15
- IRS object ID
- 201133199349301303
- Schema version
- 2010v3.4
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-15T07:42:23-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOEB & TROPER LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 THIRD AVENUE 12TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 135633307 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HIAS INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HIAS | NameControl |
| Phone | 2129674100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 7TH AVENUE NO 16 FL | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10001 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK MILDNER | Name |
| Title | VP FINANCE AND ADMINISTRATION | Title |
| Phone | 2129674100 | Phone |
| Date Signed | 2011-11-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FREDERICK H ROTHMAN | Name |
| Phone | 2128674000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MARK MILDNER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 7TH AVENUE NO 16 FL | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 51676359 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.HIAS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1881 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | HIAS IS AN INTERNATIONAL MIGRATION AND REFUGEE RESETTLEMENT AGENCY DEDICATED TO ASSISTING PERSECUTED AND OPPRESSED PEOPLE WORLDWIDE AND DELIVERING THEM TO COUNTRIES OF SAFE HAVEN. GUIDED BY JEWISH VALUES AND OUR SHARED HISTORY OF MIGRATIONS, HIAS:- ASSISTS JEWISH AND OTHER REFUGEES AND MIGRANTS ESCAPING VIOLENCE, REPRESSION, AND POVERTY TO FIND SAFETY AND SECURITY IN THE UNITED STATES, ISRAEL, AND ELSEWHERE; - FACILITATES THEIR RESETTLEMENT AND PROVIDES OTHER FORMS OF ASSISTANCE THROUGH A NETWORK OF LOCAL SERVICE AGENCIES; - ADVOCATES ON THEIR BEHALF AT THE INTERNATIONAL, NATIONAL, AND COMMUNITY LEVELS; AND- CONNECTS EACH GENERATION OF JEWS, ONE TO THE OTHER. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 35 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 35 | NbrIndependentVotingMembers |
| Total Nbr Employees | 93 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 20484336 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 20998660 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 291593 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 302666 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -559508 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3153543 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 301877 | OtherRevenuePriorYear |
| Other Revenue Current Year | 406141 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 20518298 | TotalRevenuePriorYear |
| Total Revenue Current Year | 24861010 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 4602294 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 6280167 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 11158892 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 11627157 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 296500 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 169950 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1717209 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 8772863 | OtherExpensePriorYear |
| Other Expenses Current Year | 8841775 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 24830549 | TotalExpensesPriorYear |
| Total Expenses Current Year | 26919049 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -4312251 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2058039 | RevenuesLessExpensesCY |
| Total Assets BOY | 60542100 | TotalAssetsBOY |
| Total Assets EOY | 62475248 | TotalAssetsEOY |
| Total Liabilities BOY | 11289576 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 10372980 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 49252524 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 52102268 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | HIAS IS AN INTERNATIONAL MIGRATION AND REFUGEE RESETTLEMENT AGENCY DEDICATED TO ASSISTING PERSECUTED AND OPPRESSED PEOPLE WORLDWIDE AND DELIVERING THEM TO COUNTRIES OF SAFE HAVEN. GUIDED BY JEWISH VALUES AND OUR SHARED HISTORY OF MIGRATIONS, HIAS:- ASSISTS JEWISH AND OTHER REFUGEES AND MIGRANTS ESCAPING VIOLENCE, REPRESSION, AND POVERTY TO FIND SAFETY AND SECURITY IN THE UNITED STATES, ISRAEL, AND ELSEWHERE;- FACILITATES THEIR RESETTLEMENT AND PROVIDES OTHER FORMS OF ASSISTANCE THROUGH A NETWORK OF LOCAL SERVICE AGENCIES;- ADVOCATES ON THEIR BEHALF AT THE INTERNATIONAL, NATIONAL, AND COMMUNITY LEVELS; AND- CONNECTS EACH GENERATION OF JEWS, ONE TO THE OTHER. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 10186767 | Expense |
| Grants | 6280167 | Grants |
| Revenue | 707118 | Revenue |
| Description | HIAS' EXTENSIVE NETWORK OF INTERNATIONAL OPERATIONS ASSISTS JEWISH AND OTHER REFUGEES IN FOUR REGIONS OF THE WORLD: AFRICA, LATIN AMERICA, EUROPE, AND THE MIDDLE EAST.- IN AFRICA AND LATIN AMERICA, HIAS COORDINATES AND FUNDS SIGNIFICANT PROGRAMS IN PSYCHOLOGICAL AND SOCIAL ASSISTANCE TO REDUCE THE IMPACT OF VIOLENCE, TRAUMA, STRESS, AND SUFFERING. THESE PROGRAMS ARE FULLY OR PARTIALLY FUNDED BY UNITED NATIONS HIGH COMMISSIONER ON REFUGEES (UNHCR), U.S. GOVERNMENT GRANTS AND PRIVATE FUNDERS. OUR WORK INCLUDES COUNSELING, ESTABLISHING VARIOUS COMMUNITY OUTREACH ACTIVITIES, AND PROVIDING OTHER ASSISTANCE TO THESE IMPACTED GROUPS. IN ADDITION, HIAS PROVIDES LEGAL SERVICES FOR THE MOST VULNERABLE URBAN REFUGEES IN KENYA AND LATIN AMERICA. IN 2010, HIAS PROVIDED PSYCHOSOCIAL AND COMMUNITY SERVICES FOR 60,000 PEOPLE IN THREE DARFURI REFUGEE CAMPS IN CHAD; LEGAL, SOCIAL AND HUMANITARIAN SERVICES TO 44,764 REFUGEES IN ECUADOR, VENEZUELA, PANAMA, AND ARGENTINA; AND LEGAL AND PSYCHOSOCIAL SERVICES TO MORE THAN 682 INDIVIDUALS IN KENYA. - HIAS HOLDS A CONTRACT WITH THE U.S. DEPARTMENT OF STATE TO OPERATE THE RESETTLEMENT SUPPORT CENTER (RSC) IN VIENNA, TO ASSIST PERSONS SEEKING OR SUGGESTED FOR ADMISSION TO THE U.S. UNDER THE U.S. REFUGEE PROGRAM, PRIMARILY MEMBERS OF IRANIAN RELIGIOUS MINORITIES WHICH INCLUDE JEWS, CHRISTIANS, BAHA'IS, ZOROASTRIANS AND MANDAEANS. ACTIVITIES OF THE RSC INCLUDE THE COMPLETE RANGE OF IMMIGRATION PROCESSING TO LEGALLY ENTER AND BE RESETTLED IN THE U.S. AS REFUGEES. ALONG WITH THESE SERVICES, HIAS PROVIDES CULTURAL ORIENTATION TO PREPARE THE REFUGEES FOR LIFE IN THE UNITED STATES. IN 2010, HIAS ASSISTED 2,561 INDIVIDUALS IN VIENNA.- IN ISRAEL, HIAS PROVIDES TRAINING AND TECHNICAL EXPERTISE TO THE ISRAELI GOVERNMENT, THE UNITED NATIONS HIGH COMMISSIONER FOR REFUGEES, AND ISRAELI NON-GOVERNMENTAL ORGANIZATIONS IN THEIR MUTUAL EFFORTS TO DEVELOP AN ISRAELI ASYLUM SYSTEM. WE ALSO AWARD SCHOLARSHIPS AND PROVIDE OTHER ASSISTANCE TO NEW ISRAELI IMMIGRANTS (OLIM). IN 2010, HIAS AWARDED SCHOLARSHIPS TO 78 RECENT ISRAELI IMMIGRANTS.- HIAS HAS OPERATIONS IN THE RUSSIAN FEDERATION. IN MOSCOW, HIAS MONITORS THE MIGRATION NEEDS OF JEWISH COMMUNITIES THROUGHOUT THE FORMER SOVIET UNION AND COUNSELS JEWISH FAMILIES SEEKING TO REUNITE WITH RELATIVES IN THE U.S. IN KIEV, HIAS OPERATES LEGAL PROTECTION SERVICES (LPS), A UNHCR-FUNDED PROGRAM THAT PROVIDES LEGAL REPRESENTATION FOR ASYLUM SEEKERS IN THE UKRAINE. IN 2010, HIAS HELPED 1408 REFUGEES AND ASYLUM SEEKERS FROM 39 COUNTRIES THROUGH HIAS' LPS PROGRAM IN KIEV. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1410290 | Expense |
| Description | IN THE U.S., HIAS COORDINATES AND FUNDS REFUGEE RESETTLEMENT ACTIVITIES IN CONJUNCTION WITH ITS NATIONWIDE NETWORK OF AFFILIATES THROUGH VARIOUS U.S. GOVERNMENT AND PRIVATELY SPONSORED PROGRAMS. THESE ACTIVITIES ARE INSTRUMENTAL IN HELPING FORMER AND CURRENT HIAS CLIENTS INTEGRATE INTO AMERICAN SOCIETY AND GAIN CITIZENSHIP. IN 2010, HIAS RESETTLED 2,690 REFUGEES IN THE U.S. THESE PROGRAMS INCLUDE:- THE RECEPTION AND PLACEMENT PROGRAM, WHICH PROCESSES FAMILY REUNIFICATION REFUGEE APPLICATIONS, FACILITATES THE PLACEMENT OF REFUGEES IN SPECIFIC LOCALITIES, PROVIDES FOR THEIR TRAVEL, ENSURES THE PROVISION OF BASIC NECESSITIES DURING THE FIRST MONTH AFTER ARRIVAL IN THE U.S., AND OFFERS ESSENTIAL CASE MANAGEMENT SERVICES DURING THE FIRST 90 DAYS AFTER ARRIVAL.- MATCHING GRANT PROGRAM PROVIDES CERTAIN REFUGEES WITH NECESSITIES, EMPLOYMENT SERVICES, AND CASE MANAGEMENT SERVICES FOR UP TO 120 DAYS AFTER ARRIVAL IN THE U.S.- PREFERRED COMMUNITIES PROGRAM PROVIDES ENHANCED SERVICES FOR AN EXTENDED PERIOD OF TIME TO A LIMITED NUMBER OF REFUGEES WITH NO U.S. RELATIVES IN A LIMITED NUMBER OF LOCATIONS.- THE MARRIAGE AND FAMILY STRENGTHENING PROGRAM PROVIDES ASSISTANCE TO REFUGEES TO STRENGTHEN THEIR MARRIAGES AND FAMILY STRUCTURES TO WITHSTAND THE STRESSES INHERENT IN THE EMIGRATION AND INTEGRATION PROCESS.- TECHNICAL ASSISTANCE ON ISSUES RELATING TO DEVELOPMENT AND IMPLEMENTATION OF THE ABOVE PROGRAMS AND TO IMMIGRATION LAW.- PROVIDING OR SECURING LEGAL REPRESENTATION FOR ASYLUM SEEKERS THROUGHOUT THE UNITED STATES, INCLUDING A LIVING ALLOWANCE THROUGH THE HIAS-PRINS ASYLUM PROGRAM FOR ASYLUM SEEKERS WHO WERE PROFESSIONALS, SCHOLARS, OR ARTISTS IN THEIR COUNTRIES OF ORIGIN.- IN 2010, HIAS WAS AWARDED A GRANT FROM THE OFFICE OF CITIZENSHIP, U.S. DEPARTMENT OF HOMELAND SECURITY, TO PROVIDE CAPACITY BUILDING AND TECHNICAL ASSISTANCE FOR NEW CITIZENSHIP INTEGRATION PROGRAMS AT THREE AFFILIATES IN SPRINGFIELD, MA, CLEARWATER, FL, AND COLUMBUS, OH. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 11330563 | Expense |
| Description | A KEY COMPONENT OF HIAS' DOMESTIC MISSION IS ADVOCACY FOR GENEROUS IMMIGRATION POLICIES THAT MAINTAIN AMERICA'S HISTORIC AND DESERVED STATUS AS A WELCOMING AND HUMANITARIAN NATION. OUR ADVOCACY WORK HAS EARNED US A REPUTATION AS THE AMERICAN JEWISH COMMUNITY'S "VOICE" IN WASHINGTON ON ALL MATTERS PERTAINING TO IMMIGRATION AND REFUGEES.- IN 2010, HIAS ADVOCATED FOR LEGISLATION TO REFORM OUR NATION'S IMMIGRATION LAWS AND CREATE A JUST, HUMANE, AND SENSIBLE IMMIGRATION SYSTEM, AND FOR LEGISLATION TO ALLOW UNDOCUMENTED IMMIGRANTS WHO CAME TO THE U.S. AS CHILDREN TO EMBARK ON A PATH TO CITIZENSHIP IF THEY GRADUATE FROM HIGH SCHOOL AND CONTINUE ON TO COLLEGE OR MILITARY SERVICE. HIAS ALSO ADVOCATED FOR LEGISLATION TO IMPROVE OUR ASYLUM LAWS AND EASE THE INTEGRATION OF ASYLEES AND REFUGEES SO THAT THEY CAN SUCCESSFULLY BUILD NEW LIVES IN THE UNITED STATES. HIAS ADVOCATED FOR THE EXTENSION OF A SUPPLEMENTAL SECURITY INCOME LAW THAT ALLOWS ELDERLY AND DISABLED REFUGEES TO RECEIVE INCOME ASSISTANCE; AND EXTENSION OF THE LAUTENBERG AMENDMENT, WHICH IS CRITICAL TO THE PROCESSING OF REFUGEES FROM THE FORMER SOVIET UNION AND IRAN.- ADDITIONALLY, SIGNIFICANT PROGRESS WAS MADE IN ADDRESSING THE "MATERIAL SUPPORT" PROBLEM THAT SINCE 2004 HAS KEPT THOUSANDS OF PERSECUTED REFUGEES IN NEED OF PROTECTION FROM ACCESSING ASYLUM AND RESETTLEMENT IN THE U.S. BY THE END OF FFY2010, THE ADMINISTRATION HAD ISSUED MORE THAN 13,000 WAIVERS TO REFUGEES, ASYLUM SEEKERS, AND OTHERS WHO HAD BEEN UNFAIRLY DENIED PROTECTION IN THE U.S. HIAS IS ALSO A LEAD ORGANIZER OF THE INTERFAITH IMMIGRATION COALITION, WHICH HAS CONCENTRATED ITS EFFORTS ON SEVERAL POSITIVE PIECES OF IMMIGRATION REFORM WHILE ADVOCATING STRONGLY FOR COMPREHENSIVE IMMIGRATION REFORM.- HIAS RUNS A ROBUST ADVOCACY PROGRAM AMONG THE MORE THAN 450,000 FORMER SOVIET JEWS WHO HIAS BROUGHT TO THE U.S. DURING 40 YEARS OF RESCUE. THROUGH HIAS' CIVIC AND VOTER EDUCATION INITIATIVE (CVEI) PROGRAMS, HIAS HELPS INTEGRATE ITS FORMER CLIENTS INTO THE AMERICAN POLITY, ENGAGING THEM IN ADVOCACY AND VOTER EDUCATION PROJECTS. IN 2010, HIAS DISTRIBUTED 6,000 COPIES OF PUBLICATIONS IN RUSSIAN AND REGISTERED MORE THAN 3,300 NEW RUSSIAN-SPEAKING VOTERS.- HIAS CONNECTS ONE GENERATION TO THE NEXT THROUGH A VARIETY OF MEANS, ESPECIALLY THROUGH HIAS YOUNG LEADERS, A CORPS OF YOUNG PROFESSIONALS AND GRADUATE STUDENTS, WHO ADVOCATE, EDUCATE, VOLUNTEER, AND RAISE FUNDS TO SUPPORT REFUGEES AND IMMIGRANTS THROUGH HIAS' PROGRAMS. HIAS ALSO AWARDS EDUCATIONAL SCHOLARSHIPS TO HIAS-ASSISTED REFUGEES IN THE U.S. IN 2010, HIAS AWARDED 118 SUCH SCHOLARSHIPS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 22927620 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 39 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 93 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | KE | NameOfForeignCountry |
| Name Of Foreign Country | EC | NameOfForeignCountry |
| Name Of Foreign Country | AR | NameOfForeignCountry |
| Name Of Foreign Country | RS | NameOfForeignCountry |
| Name Of Foreign Country | UP | NameOfForeignCountry |
| Name Of Foreign Country | CD | NameOfForeignCountry |
| Name Of Foreign Country | IS | NameOfForeignCountry |
| Name Of Foreign Country | AU | NameOfForeignCountry |
| Name Of Foreign Country | VE | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 35 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 35 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK MILDNER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2129674100 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 7TH AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10001 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (45 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| MARC SILBERBERG | |||||||
| CHAIR | 0.80 | X | X | 0 | 0 | 0 | |
| ROBERT D ARONSON | |||||||
| VICE CHAIR | 0.80 | X | X | 0 | 0 | 0 | |
| SUZETTE BROOKS MASTERS | |||||||
| VICE CHAIR | 0.80 | X | X | 0 | 0 | 0 | |
| DALE SCHWARTZ | |||||||
| VICE CHAIR | 0.80 | X | X | 0 | 0 | 0 | |
| ROBERT WHITEHILL | |||||||
| VICE CHAIR | 0.80 | X | X | 0 | 0 | 0 | |
| EUGENIA BRIN | |||||||
| VICE CHAIR | 0.80 | X | X | 0 | 0 | 0 | |
| W STEWART CAHN | |||||||
| SECRETARY | 0.80 | X | X | 0 | 0 | 0 | |
| KAYVAN HAKIM | |||||||
| DIRECTOR | 0.80 | X | 0 | 0 | 0 | ||
| BENITA LANGSDORF | |||||||
| DIRECTOR | 0.80 | X | 0 | 0 | 0 | ||
| CARL GLICK | |||||||
| DIRECTOR | 0.80 | X | 0 | 0 | 0 | ||
| EVELYN SEELIG | |||||||
| DIRECTOR | 0.80 | X | 0 | 0 | 0 | ||
| ALLAN RODOLITZ | |||||||
| DIRECTOR | 0.80 | X | 0 | 0 | 0 | ||
| SANDRA SPINNER | |||||||
| DIRECTOR | 0.80 | X | 0 | 0 | 0 | ||
| NEIL GREENBAUM | |||||||
| DIRECTOR | 0.80 | X | 0 | 0 | 0 | ||
| MICHAEL RUKIN | |||||||
| DIRECTOR | 0.80 | X | 0 | 0 | 0 | ||
| ROBERT ISRAELOFF | |||||||
| DIRECTOR | 0.80 | X | 0 | 0 | 0 | ||
| MARTIN KESSELHAUT | |||||||
| DIRECTOR | 0.80 | X | 0 | 0 | 0 | ||
| HAROLD BERGER | |||||||
| DIRECTOR | 0.80 | X | 0 | 0 | 0 | ||
| JAMIE METZL | |||||||
| DIRECTOR | 0.80 | X | 0 | 0 | 0 | ||
| BAHRAM NOUR-OMID | |||||||
| DIRECTOR | 0.80 | X | 0 | 0 | 0 | ||
| JAMES PRUSKY | |||||||
| DIRECTOR | 0.80 | X | 0 | 0 | 0 | ||
| BARRY ROSENTHAL | |||||||
| DIRECTOR | 0.80 | X | 0 | 0 | 0 | ||
| BARBARA S ROSENTHAL | |||||||
| DIRECTOR | 0.80 | X | 0 | 0 | 0 | ||
| JEFFREY RUBENSTEIN | |||||||
| DIRECTOR | 0.80 | X | 0 | 0 | 0 | ||
| SANFORD MOZES | |||||||
| DIRECTOR | 0.80 | X | 0 | 0 | 0 | ||
| VALENTIN POVARCHUK | |||||||
| DIRECTOR | 0.80 | X | 0 | 0 | 0 | ||
| LEE M GORDON | |||||||
| DIRECTOR | 0.80 | X | 0 | 0 | 0 | ||
| BATYA EHRENS | |||||||
| DIRECTOR | 0.80 | X | 0 | 0 | 0 | ||
| DIANNE LOB | |||||||
| DIRECTOR | 0.80 | X | 0 | 0 | 0 | ||
| NEIL MOSS | |||||||
| DIRECTOR | 0.80 | X | 0 | 0 | 0 | ||
| ANN COHEN | |||||||
| DIRECTOR | 0.80 | X | 0 | 0 | 0 | ||
| NORMAN RESNICOW | |||||||
| DIRECTOR | 0.80 | X | 0 | 0 | 0 | ||
| MATTHEW WAXMAN | |||||||
| DIRECTOR | 0.80 | X | 0 | 0 | 0 | ||
| JEROME TELLER | |||||||
| DIRECTOR | 0.80 | X | 0 | 0 | 0 | ||
| LEON WIDES | |||||||
| DIRECTOR | 0.80 | X | 0 | 0 | 0 | ||
| GIDEON ARONOFF | |||||||
| PRESIDENT AND CEO | 40.00 | X | 262559 | 0 | 75709 | ||
| MARK HETFIELD | |||||||
| SENIOR VICE PRESIDENT | 40.00 | X | 166860 | 0 | 35822 | ||
| MARK MILDNER | |||||||
| VP FINANCE & ADMINSTRATIVE | 40.00 | X | 145847 | 0 | 50811 | ||
| SUSAN MILAMED | |||||||
| VP MEMBERSHIP & DEVELOPMEN | 40.00 | X | 165118 | 0 | 35844 | ||
| ROBERTA ELLIOTT | |||||||
| VP MEDIA & COMMUNICATIONS | 40.00 | X | 119000 | 0 | 43999 | ||
| FRANK ROTONDI | |||||||
| DIRECTOR INFORMATION SERVI | 40.00 | 112660 | 0 | 42393 | X | ||
| LEONARD TERLITSKY | |||||||
| DIRECTOR NEW INDEPENDENT S | 40.00 | 109798 | 0 | 40604 | X | ||
| EMILY RUSS | |||||||
| DIRECTOR VIENNA OPERATIONS | 40.00 | 122250 | 0 | 35954 | X | ||
| MARINA BELOTSERKOVSKY | |||||||
| SR. DIRECTOR, RUSSIAN COMMUNICATIONS | 40.00 | 101000 | 0 | 37449 | X | ||
| RONNIE LAZAR | |||||||
| DIRECTOR OF HUMAN RESOURCE | 40.00 | 118150 | 0 | 32733 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1423242 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 431318 | TotalOtherCompensation |
| Number Individuals GT100 K | 10 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressForeign/AddressLine1 | CityAddressOfContractor/AddressForeign/City | CountryAddressOfContractor/AddressForeign/Country | Description Of ServicesDescriptionOfServices | CompensationCompensation | Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode |
|---|---|---|---|---|---|---|---|---|
| AUGARTEN | ||||||||
| UNTERE AUGARTENSTRABE 1-31020 | VIENNA | AU | MEDICAL CONSULTANT | 380377 | ||||
| ADS ADVERTISING MAILING SERVICES | ||||||||
| BULK MAILING SERVICES | 213894 | 105 ANN ST | NEWBURGH | NY | 12250 | |||
| ENRIQUE BURBINSKI | ||||||||
| RAUL SCALABRINI ORTIZ ST 2464 5A | BUENOS AIRES | AR | OPERATIONAL CONSULTANT | 173635 | ||||
| COMMUNITY COUNSELLING SERVICE CO LLC | ||||||||
| PROFESSIONAL FUNDRAISING | 133950 | 461 FIFTH AVE | NEW YORK | NY | 10017 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Federated Campaigns | 431482 | FederatedCampaigns |
| Government Grants | 13867195 | GovernmentGrants |
| All Other Contributions | 6699983 | AllOtherContributions |
| Noncash Contributions | 60384 | NoncashContributions |
| Total Contributions | 20998660 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SERVICE FEE & MISC | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 302666 | TotalRevenueColumn |
| Related Or Exempt Function Income | 302666 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 302666 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1998992 | TotalRevenueColumn |
| Exclusion | $1,998,992 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 49881 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 48192 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1689 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1689 | TotalRevenueColumn |
| Exclusion | $1,689 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 27921708 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 26767157 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1154551 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1154551 | TotalRevenueColumn |
| Exclusion | $1,154,551 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LOAN PROCESSING FEE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 404452 | TotalRevenueColumn |
| Related Or Exempt Function Income | 404452 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 404452 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 24861010 | TotalRevenueColumn |
| Related Or Exempt Function Income | 707118 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $3,155,232 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5936167 | Total |
| Program Services | 5936167 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 258000 | Total |
| Program Services | 258000 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 86000 | Total |
| Program Services | 86000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1101569 | Total |
| Program Services | 692381 | ProgramServices |
| Management And General | 208226 | ManagementAndGeneral |
| Fundraising | 200962 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7547909 | Total |
| Program Services | 6279076 | ProgramServices |
| Management And General | 736954 | ManagementAndGeneral |
| Fundraising | 531879 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 814310 | Total |
| Program Services | 682286 | ProgramServices |
| Management And General | 84961 | ManagementAndGeneral |
| Fundraising | 47063 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 929561 | Total |
| Program Services | 727545 | ProgramServices |
| Management And General | 103920 | ManagementAndGeneral |
| Fundraising | 98096 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1233808 | Total |
| Program Services | 999384 | ProgramServices |
| Management And General | 135719 | ManagementAndGeneral |
| Fundraising | 98705 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1025587 | Total |
| Program Services | 1019774 | ProgramServices |
| Management And General | 5813 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44564 | Total |
| Program Services | 31087 | ProgramServices |
| Management And General | 13477 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 184282 | Total |
| Program Services | 153282 | ProgramServices |
| Management And General | 31000 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 169950 | Total |
| Fundraising | 169950 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 392541 | Total |
| Management And General | 392541 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 585215 | Total |
| Program Services | 436166 | ProgramServices |
| Management And General | 138567 | ManagementAndGeneral |
| Fundraising | 10482 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6882 | Total |
| Program Services | 1307 | ProgramServices |
| Management And General | 4456 | ManagementAndGeneral |
| Fundraising | 1119 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1383387 | Total |
| Program Services | 888161 | ProgramServices |
| Management And General | 146153 | ManagementAndGeneral |
| Fundraising | 349073 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 211850 | Total |
| Program Services | 179869 | ProgramServices |
| Management And General | 18280 | ManagementAndGeneral |
| Fundraising | 13701 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2031442 | Total |
| Program Services | 1698169 | ProgramServices |
| Management And General | 176259 | ManagementAndGeneral |
| Fundraising | 157014 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2123168 | Total |
| Program Services | 2037133 | ProgramServices |
| Management And General | 60479 | ManagementAndGeneral |
| Fundraising | 25556 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 188155 | Total |
| Program Services | 164226 | ProgramServices |
| Management And General | 13453 | ManagementAndGeneral |
| Fundraising | 10476 | Fundraising |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| RESETTLEMENT DOCUMENTAT | 526498 | 526498 | ||
| SUBSCRIPTIONS & MEMBERS | 138204 | 131109 | 3962 | 3133 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26919049 | Total |
| Program Services | 22927620 | ProgramServices |
| Management And General | 2274220 | ManagementAndGeneral |
| Fundraising | 1717209 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4451785 | BOY |
| EOY | 2340041 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3312686 | BOY |
| EOY | 4344864 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 249580 | BOY |
| EOY | 188066 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 311749 | BOY |
| EOY | 300693 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2308234 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1900900 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 437710 | BOY |
| EOY | 407334 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50378710 | BOY |
| EOY | 53504009 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1399880 | BOY |
| EOY | 1390241 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60542100 | BOY |
| EOY | 62475248 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3365835 | BOY |
| EOY | 5097265 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1025565 | BOY |
| EOY | 80865 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6898176 | BOY |
| EOY | 5194850 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11289576 | BOY |
| EOY | 10372980 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39778281 | BOY |
| EOY | 42466797 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7164567 | BOY |
| EOY | 7337585 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2309676 | BOY |
| EOY | 2297886 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49252524 | BOY |
| EOY | 52102268 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60542100 | BOY |
| EOY | 62475248 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -2058039 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 4907783 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13998054 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9782453 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17606988 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 20484336 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20998660 | CurrentTaxYear |
| Total | 82870491 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13998054 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9782453 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17606988 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 20484336 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20998660 | CurrentTaxYear |
| Total | 82870491 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 82870491 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3944893 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3591610 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 515223 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 882166 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2048873 | CurrentTaxYear |
| Total | 10982765 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 292980 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1000766 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 758343 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 300766 | CurrentTaxYearMinus1Year |
| Current Tax Year | 404452 | CurrentTaxYear |
| Total | 2757307 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 96610563 | TotalSupport |
| Gross Receipts From Admissions Etc | 1762487 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.85780 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.84600 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: LOAN ADMINISTRATION FEES | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 32074 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 25950 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 58024 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 26861025 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 26919049 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 58037 | CurrentYearMinus3 |
| Current Year Minus2 | 74858 | CurrentYearMinus2 |
| Current Year Minus1 | 62253 | CurrentYearMinus1 |
| Current Year | 58024 | CurrentYear |
| Total | 253172 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 22405 | CurrentYearMinus3 |
| Current Year Minus2 | 42031 | CurrentYearMinus2 |
| Current Year Minus1 | 30342 | CurrentYearMinus1 |
| Current Year | 32074 | CurrentYear |
| Total | 126852 | Total |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 51187732 | BeginningOfYearBalance |
| Contributions | 2128805 | Contributions |
| Investment Earnings Or Losses | 6814732 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 344000 | GrantsOrScholarships |
| Other Expenditures | 3478383 | OtherExpenditures |
| Administrative Expenses | 392541 | AdministrativeExpenses |
| End Of Year Balance | 55916345 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 43880884 | BeginningOfYearBalance |
| Contributions | 1226427 | Contributions |
| Investment Earnings Or Losses | 10315875 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 273000 | GrantsOrScholarships |
| Other Expenditures | 3572283 | OtherExpenditures |
| Administrative Expenses | 390171 | AdministrativeExpenses |
| End Of Year Balance | 51187732 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 63532404 | BeginningOfYearBalance |
| Contributions | 1643169 | Contributions |
| Investment Earnings Or Losses | -16751848 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 346000 | GrantsOrScholarships |
| Other Expenditures | 3786139 | OtherExpenditures |
| Administrative Expenses | 410702 | AdministrativeExpenses |
| End Of Year Balance | 43880884 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.82800 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.04100 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.13100 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 592606 | OtherCostOrOtherBasis |
| Depreciation | 372690 | Depreciation |
| Book Value | 219916 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1715628 | OtherCostOrOtherBasis |
| Depreciation | 1528210 | Depreciation |
| Book Value | 187418 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 407334 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| SEVERANCE OBLIGATIONS | $918,056 |
| PENSION OBLIGATIONS (NON AMERICAN PLAN) | $453,701 |
| CLIENT DEPOSITS | $3,158,869 |
| PENSION OBLIGATIONS (AMERICAN PLAN) | $664,224 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 5194850 | TotalOfAmounts |
| Total Revenue | 24861010 | TotalRevenue |
| Total Expenses | 26919049 | TotalExpenses |
| Excess Or Deficit For Year | -2058039 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 3841078 | NetUnrealizedGLOnInvestments |
| Other | $1,066,705 | OtherAmount |
| Total Adjustments | 4907783 | TotalAdjustments |
| Excess Or Deficit Per FS | 2849744 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 28558191 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 3841078 | NetUnrealizedGainsInvestments |
| Other Revenues | 48192 | OtherRevenues |
| Revenue Not Rptd F990 | 3889270 | RevenueNotRptdF990 |
| Revenue Subtotal | 24668921 | RevenueSubtotal |
| Other Revenues Not Included | 192089 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 192089 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 24861010 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 26917360 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 48192 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 48192 | ExpensesNotRptdF990 |
| Expenses Subtotal | 26869168 | ExpensesSubtotal |
| Other Expenses Not Included | 49881 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 49881 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 26919049 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | 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. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | HIAS HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PERIODS ENDING DECEMBER 31, 2007 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | LOSS ON SPLIT-INTEREST AGREEMENTS -142,208. ACTUARIAL PENSION ADJUSTMENT 1,208,913. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 48,192. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | LOSS ON SPLIT - INTEREST AGREEMENTS 142,208. RENTAL INCOME 49,881. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSE 48,192. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | RENTAL INCOME 49,881. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (6 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND AND GREENLAND) | 2 | 40 | PROGRAM SERVICES | REFUGEE PROCESSING AND OVERSIGHT | 3089542 |
| MIDDLE EAST AND NORTH AFRICA | 1 | 4 | PROGRAM SERVICES | REFUGEE PROCESSING AND OVERSIGHT | 390139 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | GRANTS TO RECIPIENTS | 86000 | |
| RUSSIA AND THE NEWLY INDEPENDENT STATES | 2 | 21 | PROGRAM SERVICES | REFUGEE PROCESSING AND OVERSIGHT | 509338 |
| SOUTH AMERICA | 4 | 129 | PROGRAM SERVICES | REFUGEE PROCESSING AND OVERSIGHT | 3314367 |
| SUB-SAHARAN AFRICA | 2 | 76 | PROGRAM SERVICES | REFUGEE PROCESSING AND OVERSIGHT | 1921010 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Employees | 270 | SubtotalNumberOfEmployees |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Employees | 270 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 9310396 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 9310396 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | SCHOLARSHIPS | TypeOfAssistance |
| Region | MIDDLE EAST AND NORTH AFRICA | Region |
| Number Of Recipients | 78 | NumberOfRecipients |
| Amount Of Cash Grant | 86000 | AmountOfCashGrant |
| Manner Of Cash Disbursement | CHECK | MannerOfCashDisbursement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: | Identifier |
| Explanation | SCHEDULE F, PART I, LINE 2: 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. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY COUNSELLING SERVICE CO LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 461 FIFTH AVE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | STRATEGY | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 0 | GrossReceipts |
| Amount Retained By Contractor | 133950 | AmountRetainedByContractor |
| Net To Organization | -133950 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 133950 | TotalRetainedByContractors |
| Total Net To Organization | -133950 | TotalNetToOrganization |
| Licensed States | AL | LicensedStates |
| Licensed States | AK | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | DE | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | HI | LicensedStates |
| Licensed States | ID | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | IN | LicensedStates |
| Licensed States | IA | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | LA | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | MT | LicensedStates |
| Licensed States | NE | LicensedStates |
| Licensed States | NV | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | SD | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | TX | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | VT | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | WI | LicensedStates |
| Licensed States | WY | LicensedStates |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF FUNDRAISING PAYMENTS | Identifier |
| Return Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | ReturnReference |
| Explanation | HIAS CONTRACTED IN 2010 WITH A VENDOR TO PROVIDE PROFESSIONAL FUNDRAISING SERVICES. THE CONSULTANT PROVIDE ADVICE ON SHORT AND LONG TERM FUNDRAISING PLANS, ASSIST MANAGEMENT AND STAFF IN RESEARCH EFFORTS AND DATA COLLECTION, AND ASSIST IN TRAINING HIAS PERSONNEL. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (24 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| JEWISH FAMILY SERVICE OF WESTERN MASSACHUSETTS | ||||||||
| 15 LENOX STREET | SPRINGFIELD | MA | 01108 | 042104352 | 501(C)(3) | 517171 | RECEPTION & PLACEMENT, REFUGEE HEALTHY MARR., REHA | |
| JEWISH FAMILY & CHILDREN'S SERVICES | ||||||||
| 1430 MAIN STREET | WALTHAM | MA | 02451 | 042104356 | 501(C)(3) | 34120 | RECEPTION & PLACEMENT, REFUGEE HEALTHY MARR., REHA | |
| JEWISH FAMILY SERVICE | ||||||||
| 475 FRANKLIN STREET SUITE 101 | FRAMINGHAM | MA | 01702 | 042730898 | 501(C)(3) | 12600 | RECEPTION & PLACEMENT | |
| FEGS HEALTH AND HUMAN SERVICES | ||||||||
| 315 HUDSON STREET | NEW YORK | NY | 10013 | 131624000 | 501(C)(3) | 341145 | RECEPTION & PLACEMENT, MATCHING GRANT, REFUGEE HEALTHY MARR. | |
| JEWISH FAMILY SERVICES OF BUFFALO AND ERIE COUNTY | ||||||||
| 70 BARKER STREET | BUFFALO | NY | 14209 | 160760888 | 501(C)(3) | 362143 | RECEPTION & PLACEMENT, MATCHING GRANT | |
| JEWISH FAMILY SERVICE | ||||||||
| 1485 TEANECK RD | TEANECK | NJ | 07666 | 222223109 | 501(C)(3) | 12600 | RECEPTION & PLACEMENT, REFUGEE HEALTHY MARR. | |
| HIAS & COUNCIL MIGRATION SERVICE OF PHILADELPHIA | ||||||||
| 2100 ARCH STREET | PHILADELPHIA | PA | 19103 | 231405597 | 501(C)(3) | 401879 | RECEPTION & PLACEMENT, MATCHING GRANT, REHA | |
| JEWISH FAMILY & CHILDREN'S SERVICES OF PITTSBURGH | ||||||||
| 5743 BARTLETT STREET | PITTSBURGH | PA | 15217 | 250965407 | 501(C)(3) | 445022 | REFUGEE HEALTH MARR., MATCHING GRANT | |
| JEWISH VOCATIONAL SERVICE | ||||||||
| 6505 WILSHIRE BLVD SUITE 200 | LOS ANGELES | CA | 90048 | 951691012 | 501(C)(3) | 188900 | RECEPTION & PLACEMENT | |
| JEWISH FAMILY SERVICES OF SILICON VALLEY | ||||||||
| 14855 OKA ROAD SUITE 202 | LOS GATOS | CA | 95032 | 942536452 | 501(C)(3) | 208500 | RECEPTION & PLACEMENT, MATCHING GRANT | |
| JEWISH FAMILY AND CHILDREN SERVICE | ||||||||
| 2150 POST ST | SAN FRANCISCO | CA | 94115 | 941156528 | 501(C)(3) | 14400 | RECEPTION & PLACEMENT | |
| JEWISH FAMILY SERVICE OF COLORADO | ||||||||
| 3201 S TAMARAC DRIVE | DENVER | CO | 80231 | 840402701 | 501(C)(3) | 6400 | RECEPTION & PLACEMENT | |
| GULF COAST JEWISH FAMILY AND COMMUNITY SERVICES | ||||||||
| 14041 ICOT BOULEVARD | CLEARWATER | FL | 33760 | 591229354 | 501(C)(3) | 15093 | CITIZENSHIP & INTEGRATION, PREF. COMM. #4 | |
| JEWISH COMMUNITY SERVICES | ||||||||
| 5750 PARK HEIGHTS AVENUE | BALTIMORE | MD | 21215 | 520607909 | 501(C)(3) | 46342 | RECEPTION & PLACEMENT, REHA | |
| JEWISH SOCIAL SERVICE AGENCY | ||||||||
| 200 WOODHILL ROAD | ROCKVILLE | MD | 20850 | 530196598 | 501(C)(3) | 31349 | RECEPTION & PLACEMENT, REFUGEE HEALTHY MARR. | |
| JEWISH FAMILY AND CAREER SERVICES | ||||||||
| 4549 CHAMBLEE DUNWOODY ROAD | ATLANTA | GA | 30338 | 581479212 | 501(C)(3) | 258803 | RECEPTION & PLACEMENT, REFUGEE HEALTHY MARR., MATCHING GRANT, REHA | |
| JEWISH CHILD & FAMILY SERVICE | ||||||||
| 216 WEST JACKSON BLVD SUITE 800 | CHICAGO | IL | 60606 | 362167757 | 501(C)(3) | 82153 | RECEPTION & PLACEMENT, HEALTHY MARR. #2 | |
| US TOGETHER INC | ||||||||
| 2021 E DUBIN-GRANVILLE RD SUITE 190 | COLUMBUS | OH | 43229 | 830395108 | 501(C)(3) | 1301855 | RECEPTION & PLACEMENT, REFUGEE HEALTHY MARR., MATCHING GRANT, REHA | 190 |
| JEWISH FAMILY SERVICES OF WASHENTAW COUNTY | ||||||||
| 2935 BIRCH HOLLOW DRIVE | ANN HARBOR | MI | 48108 | 412147486 | 501(C)(3) | 98748 | RECEPTION & PLACEMENT, REHA, PREF. COMM. | |
| JEWISH FAMILY SERVICE OF SEATTLE | ||||||||
| 1601 16TH AVENUE | SEATTLE | WA | 98122 | 910565537 | 501(C)(3) | 342946 | RECEPTION & PLACEMENT, MATCHING GRANT, REHA | |
| JEWISH FAMILY & VOCATIONAL SERVICE OF MIDDLESEX COUNTY | ||||||||
| 32 FORD AVE 2ND FLOOR | MILLTOWN | NJ | 08850 | 222281774 | 501(C)(3) | 12600 | RECEPTION & PLACEMENT | |
| JEWISH FAMILY & CHILDREN'S SERVICES OF THE EAST BAY | ||||||||
| 2484 SHATTUCK AVENUE 210 | BERKELEY | CA | 94704 | 943250304 | 501(C)(3) | 46774 | RECEPTION & PLACEMENT | |
| JEWISH FEDERATION COUNCIL OF GREATER LOS ANGELES | ||||||||
| 6505 WILSHIRE BLVD SUITE 1100 | LOS ANGELES | CA | 90048 | 951643388 | 501(C)(3) | 81700 | RECEPTION & PLACEMENT, MATCHING GRANT, REHA | |
| JEWISH FAMILY SERVICE OF SAN DIEGO | ||||||||
| 8804 BALBOA AVENUE | SAN DIEGO | CA | 92123 | 951644024 | 501(C)(3) | 978122 | RECEPTION & PLACEMENT, REFUGEE HEALTHY MARR., REHA | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 24 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 118 | NumberOfRecipients |
| Amount Of Cash Grant | 258000 | AmountOfCashGrant |
| Method Of Valuation | OTHER | MethodOfValuation |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: HIAS CONDUCTS WORLDWIDE OPERATIONS USING A SYSTEM OF INTERNAL CONTROLS TO 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Payments For Use Of Residence | X | PaymentsForUseOfResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (9 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GIDEON ARONOFF | |||||||||||||
| 262559 | 0 | 0 | 0 | 0 | 0 | 56700 | 0 | 19009 | 0 | 338268 | 0 | 0 | 0 |
| MARK HETFIELD | |||||||||||||
| 166860 | 0 | 0 | 0 | 0 | 0 | 35162 | 0 | 660 | 0 | 202682 | 0 | 0 | 0 |
| MARK MILDNER | |||||||||||||
| 145847 | 0 | 0 | 0 | 0 | 0 | 31802 | 0 | 19009 | 0 | 196658 | 0 | 0 | 0 |
| SUSAN MILAMED | |||||||||||||
| 165118 | 0 | 0 | 0 | 0 | 0 | 35414 | 0 | 430 | 0 | 200962 | 0 | 0 | 0 |
| ROBERTA ELLIOTT | |||||||||||||
| 119000 | 0 | 0 | 0 | 0 | 0 | 24990 | 0 | 19009 | 0 | 162999 | 0 | 0 | 0 |
| FRANK ROTONDI | |||||||||||||
| 112660 | 0 | 0 | 0 | 0 | 0 | 23659 | 0 | 18734 | 0 | 155053 | 0 | 0 | 0 |
| LEONARD TERLITSKY | |||||||||||||
| 109798 | 0 | 0 | 0 | 0 | 0 | 23058 | 0 | 17546 | 0 | 150402 | 0 | 0 | 0 |
| EMILY RUSS | |||||||||||||
| 122250 | 0 | 0 | 0 | 0 | 0 | 25673 | 0 | 10281 | 0 | 158204 | 0 | 0 | 0 |
| RONNIE LAZAR | |||||||||||||
| 118150 | 0 | 0 | 0 | 0 | 0 | 24812 | 0 | 7921 | 0 | 150883 | 0 | 0 | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 10 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 60384 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SALES PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: | PART I, COLUMN (B): | THIS NUMBER REPRESENTS THE AMOUNT OF CONTRIBUTORS. |
| THIRD PARTY USE: | PART I, LINE 32B: | HIAS HAS A WRITTEN GIFT ACCEPTANCE POLICY STIPULATING WHAT TYPES OF GIFTS ARE ACCEPTABLE AND WHO MAY CONTRIBUTE TO HIAS. ADDITIONALLY, A BOARD DESIGNATED GIFT ACCEPTANCE COMMITTEE EXISTS TO SET POLICY ON GIFTS/CONTRIBUTIONS. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE HIAS PRESIDENT AND BOARD OF DIRECTORS PERFORM A DETAILED REVIEW OF FORM 990 PRIOR TO BEING FILED WITH THE IRS. THE FORM 990 IS SIMILARLY REVIEWED IN DETAIL AND SIGNATURE-APPROVED BY THE HIAS VICE PRESIDENT OF FINANCE AND ADMINISTRATION. | |
| 1. RATIONALE OFFICERS, DIRECTORS, COMMITTEE MEMBERS AND SENIOR STAFF MEMBERS OF HIAS (COLLECTIVELY, "SENIOR OFFICIALS") HAVE A FIDUCIARY DUTY TO CONDUCT ALL BUSINESS OF HIAS IN A MANNER CONSISTENT WITH THE BEST INTERESTS OF HIAS. THIS DUTY REQUIRES THAT ALL DECISIONS AND ACTIONS OF SENIOR OFFICIALS ON BEHALF OF HIAS MUST BE MADE OR TAKEN SOLELY WITH A VIEW TO, AND WITH AN INTENTION TO, PROMOTE THE BEST INTERESTS OF HIAS. SENIOR OFFICIALS ARE LIKELY TO BE, AND INDEED SHOULD BE, PERSONS WITH SUBSTANTIAL INVOLVEMENT IN BUSINESS AND COMMUNITY ORGANIZATIONS. IT WOULD BE VERY DIFFICULT, OR PERHAPS IMPOSSIBLE, FOR HIAS TO RECRUIT COMPETENT LEADERSHIP FROM PEOPLE ENTIRELY FREE OF POTENTIAL CONFLICTS OF INTEREST WITH HIAS. THE BEST WAY TO PROTECT HIAS FROM THE TAINT OF ACTUAL OR APPARENT CONFLICTS OF INTEREST IS FOR HIAS TO REQUIRE SENIOR OFFICIALS TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST IN ADVANCE. WITH THIS INFORMATION IN HAND AT THE OUTSET, HIAS CAN TAKE ACTION TO PREVENT THE CONFLICT OF INTEREST FROM TAINTING THE DECISION-MAKING PROCESS OF HIAS. SUCH ACTION WILL CONSIST OF, AMONG OTHER MEASURES, EXCLUDING THE CONFLICTED SENIOR OFFICIAL FROM ANY VOTE REGARDING THE SPECIFIC MATTER, ALTHOUGH DEPENDING ON CIRCUMSTANCES THE CONFLICTED INDIVIDUAL MAY OR MAY NOT BE PERMITTED TO PARTICIPATE IN THE DISCUSSION REGARDING THAT MATTER. 2. DEFINITIONS A "CONFLICT OF INTEREST" EXISTS FOR A SENIOR OFFICIAL WHEN S/HE: (I) DIRECTLY OR INDIRECTLY (I.E., THROUGH A FAMILY MEMBER, AS HEREINAFTER DEFINED) DOES OR SEEKS TO DO BUSINESS WITH, OR RECEIVES OR SEEKS TO RECEIVE ANYTHING OF VALUE FROM, HIAS OR ANY AFFILIATED AGENCY OR BENEFICIARY AGENCY (AS HEREINAFTER RESPECTIVELY DEFINED); (II) HAS A DIRECT OR INDIRECT (I.E., THROUGH A FAMILY MEMBER) OWNERSHIP INTEREST OR INVESTMENT IN AN ORGANIZATION DOING OR SEEKING TO DO BUSINESS WITH, OR RECEIVING OR SEEKING TO RECEIVE ANYTHING OF VALUE FROM, HIAS OR ANY AFFILIATED AGENCY OR BENEFICIARY AGENCY; (III) RECEIVES ANYTHING OF VALUE FROM ANY PERSON OR ORGANIZATION WHO DOES OR SEEKS TO DO BUSINESS WITH HIAS OR ANY AFFILIATED AGENCY OR BENEFICIARY AGENCY; OR (IV) IS AN OFFICER, DIRECTOR, INFLUENTIAL EMPLOYEE OR CONSULTANT OF ANY AFFILIATED AGENCY OR BENEFICIARY AGENCY. THE "AFFILIATED AGENCIES" AND "BENEFICIARY AGENCIES" MEAN THOSE AGENCIES LISTED ON ATTACHMENT A HERETO. A "FAMILY MEMBER" OF AN INDIVIDUAL MEANS THE SPOUSE, CHILDREN, GRANDCHILDREN, SIBLINGS AND PARENTS OF SUCH INDIVIDUAL. 3. DISCLOSURE ALL SENIOR OFFICIALS SHALL SUBMIT TO HIAS AN INITIAL WRITTEN DISCLOSURE STATEMENT AND, THEREAFTER, ANNUAL DISCLOSURE STATEMENTS, IN THE FORM OF ATTACHMENT B HERETO OR SUCH OTHER FORM AS MAY BE UTILIZED BY HIAS FROM TIME TO TIME, ATTESTING THAT: S/HE UNDERSTANDS AND AGREES TO COMPLY WITH THIS CONFLICT OF INTEREST POLICY; AND EXCEPT AS SPECIFICALLY DESCRIBED IN THE DISCLOSURE STATEMENT, NEITHER S/HE NOR, TO THE BEST OF HIS/HER KNOWLEDGE, ANY OF HIS/HER FAMILY MEMBERS, HAS DURING THE PAST 12 MONTHS BEEN ENGAGED IN, OR ANTICIPATES AT ANY TIME IN THE FUTURE BEING ENGAGED IN, ANY CONFLICT OF INTEREST. IN ADDITION TO SUBMITTING INITIAL AND ANNUAL DISCLOSURE STATEMENTS, WHENEVER A SENIOR OFFICIAL IS PRESENT AT A MEETING WHERE S/HE CAN REASONABLY ANTICIPATE THAT FINAL DELIBERATION OR VOTING IS ABOUT TO OCCUR ON A MATTER IN WHICH S/HE HAS A CONFLICT OF INTEREST, S/HE SHALL IMMEDIATELY AND FULLY DISCLOSE THE CONFLICT OF INTEREST TO THE PERSON CHAIRING THE MEETING. 4. NON-PARTICIPATION A SENIOR OFFICIAL WHO HAS DISCLOSED OR BEEN FOUND TO HAVE A CONFLICT OF INTEREST WITH RESPECT TO A PARTICULAR MATTER SHALL REFRAIN FROM ANY VOTE REGARDING THAT SPECIFIC MATTER, ALTHOUGH DEPENDING ON CIRCUMSTANCES SUCH INDIVIDUAL MAY OR MAY NOT BE PERMITTED TO PARTICIPATE IN THE DISCUSSION REGARDING THAT MATTER. 5. REPORTING THE HUMAN RESOURCES DIRECTOR OF HIAS SHALL BE RESPONSIBLE FOR COLLECTING AND REVIEWING THE INITIAL AND ANNUAL DISCLOSURE STATEMENTS, AND AT LEAST ANNUALLY SHALL SUBMIT TO THE CHAIR OF THE BOARD AND THE PRESIDENT A WRITTEN REPORT LISTING THE CONFLICTS OF INTEREST DISCLOSED IN SUCH STATEMENTS AND THE ACTIONS, IF ANY, TAKEN BY HIAS IN RESPONSE THERETO. 6. PENALTY FOR NONCOMPLIANCE FAILURE OF ANY SENIOR OFFICIAL TO COMPLY WITH THIS CONFLICT OF INTEREST POLICY, INCLUDING BUT NOT LIMITED TO FAILURE TO TIMELY SUBMIT DISCLOSURE STATEMENTS MAY INCLUDE THE FOLLOWING PENALTIES, AS APPROPRIATE: BOARD MEMBER- MAY BE GROUNDS FOR REMOVAL FROM OFFICE AND THE BOARD; EMPLOYEE- MAY BE GROUNDS FOR TERMINATION OR OTHER DISCIPLINARY ACTION. 7. EXCESS BENEFIT TRANSACTIONS IN DECIDING WHETHER TO APPROVE ANY CONTRACT OR TRANSACTION BETWEEN HIAS AND A SENIOR OFFICIAL, THE BOARD OF DIRECTORS OR COMMITTEE WITH AUTHORITY TO GRANT FINAL APPROVAL (THE "DECISION-MAKING BODY") MUST COMPLY WITH THE SUBSTANTIVE AND PROCEDURAL REQUIREMENTS OF THE "EXCESS BENEFIT" RULES OF THE INTERNAL REVENUE CODE. THESE RULES REQUIRE THAT (I) THE ECONOMIC BENEFITS TO THE SENIOR OFFICIAL MUST NOT EXCEED A REASONABLE AMOUNT, (II) THE DECISION-MAKING BODY MUST OBTAIN AND USE COMPARABILITY DATA IN MAKING THE DECISION, AND (III) THE DECISION-MAKING BODY MUST FULLY AND TIMELY DOCUMENT THE BASIS FOR ITS DECISION. FURTHER GUIDANCE ON THE "EXCESS BENEFIT" RULES CAN BE OBTAINED FROM HIAS' LEGAL COUNSEL. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE HUMAN RESOURCES DEPARTMENT REVIEWS AND APPROVES COMPENSATION DATA. THE COMPENSATION COMMITTEE REVIEWS AND APPROVES COMPENSATION INCREASES TO THE CEO AND OTHER TOP MANAGEMENT OFFICIALS. THIS COMMITTEE IS MADE UP OF VARIOUS BOARD MEMBERS. THE COMMITTEE LOOKS AT THE SALARIES OF OTHER NON PROFIT ORGANIZATIONS SIMILAR TO HIAS AND DETERMINES AN APPROPRIATE SALARY FOR THE CEO AND REVIEWS COMPENSATION FOR OTHER SENIOR MANAGEMENT POSITIONS. THIS PROCESS WAS LAST DONE ON MAY 5, 2011. | FORM 990, PART VI, SECTION B, LINE 15 | |
| THE FINANCIAL STATEMENTS AND FORM 990 ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THESE DOCUMENTS ARE ALSO AVAILABLE THROUGH WEB-BASED MEANS. THE CONFLICT OF INTEREST POLICY AND OTHER GOVERNING DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 3,841,078. LOSS ON SPLIT-INTEREST AGREEMENTS -142,208. ACTUARIAL PENSION ADJUSTMENT 1,208,913. TOTAL TO FORM 990, PART XI, LINE 5: 4,907,783. | FORM 990, PART XI, LINE 5: |
| THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. | FORM 990 PART XII LINE 2C |