2024-08-14T08:32:07-05:00 2023-09-30 420714325 RSM US LLP 919 EAST MAIN STREET SUITE 1800 RICHMOND VA 23219 990 2022-10-01 621049974 AMERICAN INSTITUTE IN TAIWAN AMER 7035258474 1300 N 17TH STREET 750 ARLINGTON VA 22209 DAVID LAMONTAGNE EXECUTIVE DIRECTOR 7035258474 2024-08-14 1 0 MEREDITH BELL P01696827 8042822121 2024-08-05 2022 2024-08-08 14:25:15Z INGRID LARSON 1300 N 17TH STREET 750 ARLINGTON VA 22209 62740277 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 3 9 3 0 0 40764300 43657951 14999702 18923759 106061 106061 185871 52506 56055934 62740277 3175293 2358094 0 0 38495997 37865481 0 0 0 20413167 24722274 62084457 64945849 -6028523 -2205572 56700715 120993250 56700715 120993250 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 47267576 2358094 18923759 ALL ACTIVITIES AS STATED IN PUBLIC LAW 96-8, APRIL 10, 1979 TAIWAN RELATIONS ACT. 47267576 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 1 1 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 1 9 1 0 1 TW 0 0 0 0 0 0 0 0 0 0 X 5 3 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 VA X THE ORGANIZATION 7035258474 1300 N 17TH STREET 750 ARLINGTON VA 22209 X DAVID LAMONTAGNE AIT/W EXECUTIVE DIRECTOR (BEG 08/23) 40.00 X X 0 0 0 JAMES MORIARTY CHAIRMAN (THRU 03/23) 20.00 X X 93124 0 0 LAURA ROSENBERGER CHAIRWOMAN (BEG 03/23) 40.00 X X 0 0 0 DOUGLAS SPELMAN TRUSTEE 1.00 X 600 0 0 DAVID BROWN TRUSTEE 1.00 X 600 0 0 KATHERINE MUNCHMEYER TRUSTEE (THRU 05/23) 1.00 X 0 0 0 GUSTAV GOGER TRUSTEE 1.00 X 0 0 0 RICK WATERS TRUSTEE (THRU 08/23) 1.00 X 0 0 0 MARK LAMBERT TRUSTEE 1.00 X 0 0 0 INGRID LARSON AIT/W MANAGING DIRECTOR 40.00 X X 150034 0 34966 PAUL WEDDERIEN AIT/W EXECUTIVE DIRECTOR (THRU 7/23) 40.00 X X 136797 0 32538 JEFFREY HORWITZ AIT/W DIR, TRADE & COMMERCIAL 40.00 X 149072 0 34966 MATTHEW TRITLE AIT/W DIR, POLITICAL-MILITARY AFFAIRS 40.00 X 163797 0 32538 BRIAN DAVIS AIT/W DEPUTY DIR, POLITICAL-MILITARY AFFAIRS 40.00 X 138591 0 27534 ANH TRAN AIT/W LEAD ACCOUNTANT 40.00 X 115764 0 13313 948379 0 175855 6 0 1 0 RSM US LLP 4650 EAST 53RD ST DAVENPORT IA 52807 AUDIT/TAX & FINANCIAL SYSTEM SERVICES 715846 SANTA FE RELOCATION SERVICES TAIWAN CO 13F-4 NO 141 KEELUNG RD SEC 1 TAIPEI TW 110 RELOCATION SERVICES FOR EMPLOYEES ASSIGN 680640 TAIPEI LANGUAGE INSTITUTE-ROOSEVELT 4F NO 50 ROOSEVELT RD SEC3 ZH TAIPEI TW 100 LANGUAGE TRAINING 291985 TAIWAN GLOBAL BUSINESS TRAVEL AGENCY TAI 5TH FL NO 365 FU HSIN N RD SUN TAIPEI TW 105 TRAVEL (AIRFARE) 261940 TANGICLOUD TECHNOLOGIES INC 5946 BLUE SAGE WAY LITTLETON CO 80123 FINANCIAL SYSTEM SERVICE 162240 8 43657951 43657951 REIMBURSEMENTS 900099 12676441 12676441 VISA APPLICATIONS 900099 5476835 5476835 OTHER PROGRAM SERVICE 900099 770483 770483 18923759 106061 106061 GAIN ON LEASE TERMINAT 900099 52506 52506 52506 62740277 18923759 0 158567 73525 73525 2284569 2284569 448658 247856 200802 32542454 16390533 16151921 1620662 1341626 279036 3253707 2693505 560202 56098 56098 105906 105906 2664070 2561066 103004 3076 3076 1705353 1695448 9905 873354 873354 14984462 14691852 292610 1930115 1849322 80793 44192 44192 101233 101233 5480 5480 EQUIPMENT & MAINTENANCE 1735358 1735358 CASH AWARDS 204049 204049 REPRESENTATION 165733 165733 DIPLOMACY 94137 94137 49658 49658 64945849 47267576 17678273 0 16122270 21923212 6927107 8912007 17682745 11539400 11289737 16178 4678856 78602453 56700715 120993250 6603225 5758298 49069290 51740747 1028200 63494205 56700715 120993250 X 0 0 0 0 0 0 0 0 56700715 120993250 X -2205572 2205572 X X 0 1 X 1 1 1 X 45264507 48455510 85321333 40764300 43657951 263463601 45264507 48455510 85321333 40764300 43657951 263463601 263463601 106061 106061 106061 106061 106061 530305 63067 52506 115573 264109479 81864263 0.99760 0.99770 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME GAIN ON LEASE TERMINATION RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 SECURITY DEPOSIT 34727 LEASEHOLD IMPROVEMENTS 801424 PENSION ASSET 6042547 RIGHT-OF-USE ASSET 71723755 78602453 OTHER FINANCIAL LIABILITIES 52264 LEASE LIABILITIES 63441941 63494205 76460848 13773077 13773077 62687771 52506 52506 62740277 78703703 13773077 13773077 64930626 15223 15223 64945849 PART XI, LINE 4B - OTHER ADJUSTMENTS: GAIN ON LEASE TERMINATION 52,506. PART XII, LINE 4B - OTHER ADJUSTMENTS: GAIN ON LEASE TERMINATION 52,506. FOREIGN EXCHANGE GAIN -37,283. 1 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 2 514 GRANT MAKING 2284569 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 2 514 PROGRAM SERVICES SEE FORM 990, PART III, LINE 4A 75244510 4 1028 0 0 4 1028 77529079 0 77529079 EAST ASIA AND THE PACIFIC COMPUTATIONAL ANALYSIS OF PRC'S XINJIANG AND HK PROPAGANDA (DOUBLETHINK LAB) 50000 WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC U.S.-TAIWAN EDUCATION SYMPOSIUM (FICHET) 20000 WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC ECA REIMBURSEMENT FOR FLTAS/ETA/TCLP/EDUSA/ADMIN (FOUNDATION FOR SCHOLARLY EXCHANGE) 1436967 WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC FOOD DIPLOMACY PODCAST SERIES (GHOST ISLAND MEDIA) 24500 WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC AS CODING & ENTREPRENEURSHIP CAMP (HEPTA PROTOCOL INC.) 20000 WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC AMERICAN SPACES PROGRAMMING/ONLINE VIDEO FACT CHECKING SYSTEM/MIGRANT FISHERMEN PHASE III PROJECT (INSTITUTE FOR INFORMATION INDUSTRY) 80250 WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC YOUTH MAKER (MEGAMAKER INC.) 10000 WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC MINIWIZ TRASH KITCHEN WORKSHOP (MINIWIZ CO., LTD) 5500 WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC TAICHUNG AMERICAN CORNER (NATIONAL LIBRARY OF PUBLIC INFORMATION) 14200 WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC AMERICAN SHELF STORYTELLING PROGRAM/SHINING STARS OF MODERISM (NATIONAL MUSEUM OF TAIWAN LITERATURE) 7500 WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC YOUTH ENTREPRENEURSHIP PROJECT: EMPOWERING YOUNG ENTREPRENEURS IN SOUTHER/2023 FUTURE TALK CHALLENGE (NATIONAL SUN YAT-SEN UNIVERSITY) 13000 WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC PROTECT MIGRANT FISHERMEN (ORGANIZATION FOR MIGRANT FISHERS' RIGHTS) 20000 WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC TAIWAN'S ACADEMY FOR WOMEN ENTREPRENEURS 2023/EAP REGIONAL AWE SUMMIT/AWE (SUN YAT-SEN MANAGEMENT EDUCATION FOUNDATION) 168822 WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC AMERICAN INNOVATION CENTER (AIC) (TAIPEI CULTURE FOUNDATION SONGSHAN CULTURAL CREATIVE PARK) 59670 WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC TAIPEI AMERICAN CORNER (TAIPEI PUBLIC LIBRARY) 9100 WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC 2023 PFP ALUMNI PROJECT - NGO FELLOWSHIP PROGRAM (TAIWAN ALLIANCE IN INTERNATIONAL DEVELOPMENT) 24500 WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC HUMANITARIAN ASSISTANCE & DIASTER RELIEF TRAINING/TECC TRAINING (TAIWAN DEVELOPMENT ASSOCIATION FOR DISASTER MEDICAL TEAMS) 60000 WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC CYBERSECURITY AWARENESS MONTH OUTREACH (TAIWAN DIGITAL DIPLOMACY ASSOCIATION) 16000 WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC SAFETY FOR HK REFUGEES IN TW (TAIWAN HONG KONG ASSOCIATION) 7813 WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC SPORTS DIPLOMACY SEMINAR (TAIWAN WOMEN'S SPORTS ASSSOCIATION) 30000 WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC AMERICAN JAZZ IN DADAOCHENG (TUA-TIU-TIANN INTERNATIONAL FESTIVAL OF ARTS) 7000 WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC ONLINE CIVIL DEFENSE GUIDE (WATCHOUT, CO.) 30000 WIRE TRANSFER 0 0 22 MOOCS FOR MEDIA LITERACY (CHANG, SOPHIE SHU-FEI) EAST ASIA AND THE PACIFIC 1 9000 WIRE TRANSFER PRC DISINFORMATION&PROPAGANDA (HSIANG-SHENG LIANG ) EAST ASIA AND THE PACIFIC 1 9997 WIRE TRANSFER GIRLS IN TECH PROJECT (HU, MIN-CHUN) EAST ASIA AND THE PACIFIC 1 22000 WIRE TRANSFER PRODUCING COUNTER-NARRATIVES TO ELECTORAL DISINFORMATION (LEE, BILLION) EAST ASIA AND THE PACIFIC 1 25000 WIRE TRANSFER AIT ALUMNI ENCORE PROJECT (LEE, CHENG-YU) EAST ASIA AND THE PACIFIC 1 16000 WIRE TRANSFER MOBILE AMERICAN CORNER (LING, CATHY) EAST ASIA AND THE PACIFIC 1 21300 WIRE TRANSFER ANTIDISINFORMATION&FRAUD LITERACY/ANALYSIS OF ELECTION (LIU, PAUL) EAST ASIA AND THE PACIFIC 1 41000 WIRE TRANSFER STRENGTHEN THE CIVIL DEFENSE KNOWLEDGE (SHEN, PUMA) EAST ASIA AND THE PACIFIC 1 12000 WIRE TRANSFER KAOHSIUNG AMERICAN CORNER (TSAI, YU-MEI) EAST ASIA AND THE PACIFIC 1 13450 WIRE TRANSFER 0 0 0 0 0 0 PART I, LINE 2: WE USE THE DOS MONITORING PLANS, STANDARD TERMS AND CONDITIONS, AND AWARD PROVISIONS TO LET GRANTEES (DOMESTIC OR OVERSEAS) KNOW WHAT'S EXPECTED OF THEM. OUR GORS ALWAYS BRIEF GRANTEES ON THE EXPECTATIONS AND CRITERIA FOR GRANT ASSISTANCE AND STAYS WITHIN GRANT POLICIES IN COMMITTING FUNDS. WE ASK FOR PERIODIC REPORTS AND SUMMARIES TO MAKE SURE FUNDS ARE USED ACCORDING TO THE OBJECTIVES AND MILESTONES PROVIDED IN OUR GRANT DOCUMENTS. PART III ACCOUNTING METHOD: 1 INTERNATIONAL REPUBLICAN INSTITUTE 1225 I ST NW 800 WASHINGTON DC 20005 521304267 501(C)3 50000 0 EUROPE-TAIWAN THINK TANK EXCHANGE FOR CIVIL RESILIENCY GEORGETOWN UNIVERSITY 3700 O ST NW WASHINGTON DC 20057 530196603 501(C)3 23525 0 FY23 ENGLISH LANGUAGE FELLOW PROGRAM 2 0 PART I, LINE 2: THE INSTITUTE USES THE DOS MONITORING PLANS, STANDARD TERMS AND CONDITIONS, AND AWARD PROVISIONS TO LET GRANTEES (DOMESTIC OR OVERSEAS) KNOW WHAT'S EXPECTED OF THEM. OUR GORS ALWAYS BRIEF GRANTEES ON THE EXPECTATIONS AND CRITERIA FOR GRANT ASSISTANCE AND STAYS WITHIN GRANT POLICIES IN COMMITTING FUNDS. WE ASK FOR PERIODIC REPORTS AND SUMMARIES TO MAKE SURE FUNDS ARE USED ACCORDING TO THE OBJECTIVES AND MILESTONES PROVIDED IN OUR GRANT DOCUMENTS. X 0 0 0 0 0 0 0 0 0 MATTHEW TRITLE AIT/W DIR, POLITICAL-MILITARY AFFAIR 163797 0 0 0 0 0 32538 0 0 0 196335 0 0 0 INGRID LARSON AIT/W MANAGING DIRECTOR 150034 0 0 0 0 0 34966 0 0 0 185000 0 0 0 JEFFREY HORWITZ AIT/W DIR, TRADE & COMMERCIAL 149072 0 0 0 0 0 34966 0 0 0 184038 0 0 0 PAUL WEDDERIEN AIT/W EXECUTIVE DIRECTOR (THRU 7/23) 136797 0 0 0 0 0 32538 0 0 0 169335 0 0 0 BRIAN DAVIS AIT/W DEPUTY DIR, POLITICAL-MILITARY 138591 0 0 0 0 0 27534 0 0 0 166125 0 0 0 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 11B FORM 990 IS REVIEWED AND UPDATED BY THE MANAGING DIRECTOR, THE EXECUTIVE OFFICER, AND THE AIT/W ACCOUNTANTS 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 SAQMMA17D0075. 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 VII, SECTION A: THE AIT SALARY AND BENEFIT EXPENSES ON THE FINANCIAL STATEMENTS INCLUDE BOTH LOCAL EMPLOYED STAFF IN TAIWAN AS WELL AS AMERICAN EMPLOYEES. OF THE AMERICAN EMPLOYEES, ONLY THOSE WHO ARE LOCATED AT THE AIT WASHINGTON OFFICE ARE AIT EMPLOYEES. THOSE WHO ARE LOCATED IN TAIWAN ARE FEDERAL EMPLOYEES. FORM 990, PART XI, LINE 9: CHANGE IN PENSION LIABILITY 2,242,855. FOREIGN EXCHANGE GAIN/LOSS -37,283. 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.