FURP.ORG / PUBLIC DATA EXPLORER

INSTITUTE OF INTERNATIONAL EDUCATION INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
INSTITUTE OF INTERNATIONAL EDUCATION INC (EIN 13-1624046)
Tax period
2023-10-01 to 2024-09-30
Filed
2025-07-17
IRS object ID
202501989349301850
Schema version
2023v6.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-07-17T16:01:22-05:00ReturnTs
Tax Period End2024-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN991856619PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRANT THORNTON ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1757 THIRD AVENUE 9TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100172013ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN131624046EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INSTITUTE OF INTERNATIONAL EDUCATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlINSTBusinessNameControlTxt
Phone2128838200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 WORLD TRADE CTR FL 36AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100070090ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAMY EAPPENPersonNm
Person TitleSENIOR VICE PRESIDENT AND CFOPersonTitleTxt
Phone2128838200PhoneNum
Signature2025-07-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonERIN COUTUREPreparerPersonNm
PTINP01390592PTIN
Phone2125990100PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJASON P CZYZPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 WORLD TRADE CTR FL 36AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100070090ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$467,682,998GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.IIE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1919FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionHELP PEOPLE AND ORGANIZATIONS LEVERAGE THE POWER OF INT'L EDUCATION - CONTINUED IN SCHEDULE OTO THRIVE IN TODAY'S WORLD THROUGH SCHOLARSHIP, EXCHANGE, SCHOLAR RESCUE, AND OTHER HIGHER EDUCATION PROGRAMS.ActivityOrMissionDesc
Voting Members Governing Body30VotingMembersGoverningBodyCnt
Voting Members Independent29VotingMembersIndependentCnt
Total Employee576TotalEmployeeCnt
Total Volunteers2134TotalVolunteersCnt
Total Gross UBI-$23,791TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$304,485,661PYContributionsGrantsAmt
CY Contributions Grants$318,467,937CYContributionsGrantsAmt
PY Program Service Revenue$32,877,572PYProgramServiceRevenueAmt
CY Program Service Revenue$31,403,702CYProgramServiceRevenueAmt
PY Investment Income$9,654,217PYInvestmentIncomeAmt
CY Investment Income$45,585,414CYInvestmentIncomeAmt
PY Other Revenue$24,468PYOtherRevenueAmt
CY Other Revenue$4,674CYOtherRevenueAmt
PY Total Revenue$347,041,918PYTotalRevenueAmt
CY Total Revenue$395,461,727CYTotalRevenueAmt
PY Grants And Similar Paid$221,013,297PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$224,826,431CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$63,635,773PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$68,712,012CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,068,692CYTotalFundraisingExpenseAmt
PY Other Expenses$49,175,280PYOtherExpensesAmt
CY Other Expenses$50,348,790CYOtherExpensesAmt
PY Total Expenses$333,824,350PYTotalExpensesAmt
CY Total Expenses$343,887,233CYTotalExpensesAmt
PY Revenues Less Expenses$13,217,568PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$51,574,494CYRevenuesLessExpensesAmt
Total Assets BOY$424,763,200TotalAssetsBOYAmt
Total Assets EOY$486,882,155TotalAssetsEOYAmt
Total Liabilities BOY$140,058,045TotalLiabilitiesBOYAmt
Total Liabilities EOY$144,327,212TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$284,705,155NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$342,554,943NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE INSTITUTE OF INTERNATIONAL EDUCATION, INC. (THE "INSTITUTE") IS A NOT-FOR-PROFIT ORGANIZATION THAT WAS ORGANIZED AND OPERATES EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES TO PROMOTE INTERNATIONAL EDUCATIONAL AND CULTURAL EXCHANGES. (SEE SCHEDULE O).ORGANIZATION'S MISSION STATEMENT (CONTINUED):THE INSTITUTE'S PROGRAMS INCLUDE, BUT ARE NOT LIMITED TO, MANAGING FELLOWSHIPS AND SCHOLARSHIPS; ASSISTING THREATENED STUDENTS AND SCHOLARS THROUGH ITS SCHOLAR RESCUE FUND, EMERGENCY STUDENT FUND, AND OTHER EFFORTS; DEVELOPING LEADERS BY BUILDING LEADERSHIP SKILLS AND ENHANCING THE CAPACITY OF INDIVIDUALS AND ORGANIZATIONS TO ADDRESS LOCAL AND GLOBAL CHALLENGES; PROVIDING STRATEGIC RESOURCES AND SERVICES TO HELP FACULTY AND ADMINISTRATORS PROMOTE INTERNATIONAL EXCHANGE; HELPING INSTITUTIONS OF HIGHER EDUCATION BUILD CAPACITY; PROVIDE SERVICES TO ADVANCE SCHOLARSHIP AND BUILD ECONOMIES; AND ENGAGING IN RESEARCH, DIALOGUE AND OTHER ACTIVITIES IN FURTHERANCE OF ITS PURPOSE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$247,826,978ExpenseAmt
Grant$199,218,528GrantAmt
Revenue$19,442,082RevenueAmt
DescINTERNATIONAL EXCHANGE OF STUDENTS AND SCHOLARS:BY IMPLEMENTING SOME OF THE WORLD'S MOST PRESTIGIOUS AND INNOVATIVE SCHOLARSHIP PROGRAMS, THE INSTITUTE PROVIDES TALENT FROM AROUND THE WORLD WITH ACCESS TO LEADING INSTITUTIONS OF HIGHER EDUCATION AND THE INTERNATIONAL EXPERIENCE THAT IS CRITICAL TO SUCCESS IN THE 21ST CENTURY WORKPLACE. THESE PROGRAMS ARE VITAL TO PROMOTING MUTUAL UNDERSTANDING AND DEVELOPING GLOBAL LEADERS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$39,482,579ExpenseAmt
Grant$18,089,908GrantAmt
Revenue$10,116,715RevenueAmt
DescLEADERSHIP DEVELOPMENT EDUCATIONAL SERVICES:THE INSTITUTE IMPLEMENTS PROGRAMS TO BUILD LEADERSHIP SKILLS AND ENHANCE THE CAPACITY OF INDIVIDUALS AND ORGANIZATIONS TO ADDRESS LOCAL AND GLOBAL CHALLENGES. LONG AND SHORT TERM TRAINING PROGRAMS IMPLEMENTED BY THE INSTITUTE CONNECT STUDENTS AND PROFESSIONALS WITH PEERS AND COLLEAGUES AROUND THE WORLD TO GAIN THE SKILLS AND INTERNATIONAL PERSPECTIVES THEY WILL NEED TO FORGE SOLUTIONS TO GLOBAL CHALLENGES.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$9,570,543ExpenseAmt
Grant$1,154,949GrantAmt
Revenue$598,953RevenueAmt
DescHIGHER EDUCATION INSTITUTIONAL DEVELOPMENT:THE INSTITUTE WORKS CLOSELY WITH PUBLIC AND PRIVATE HIGHER EDUCATION INSTITUTIONS TO DEVELOP HIGH-QUALITY ACADEMIC EXCHANGE PROGRAMS IN COORDINATION WITH GOVERNMENT AND NOT-FOR-PROFIT ORGANIZATIONS AND CORPORATIONS. LEVERAGING EXTENSIVE NETWORKS AND EXPERTISE WITHIN THE HIGHER EDUCATION COMMUNITY WORLDWIDE, THE INSTITUTE IS UNIQUELY POSITIONED TO HELP SHAPE NEW UNIVERSITIES AND EXPAND THE CAPABILITIES AND RELATIONSHIPS OF EXISTING ACADEMIC INSTITUTIONS. THE INSTITUTE ALSO HELPS IDENTIFY AND DEVELOP RELATIONSHIPS WITH UNIVERSITIES IN THE US AND OTHER COUNTRIES.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)

ExpenseExpenseAmtGrantGrantAmtRevenueRevenueAmtDescDesc
$9,568,574$6,363,046$28,500EMERGENCY STUDENT AND SCHOLAR ASSISTANCE:THE INSTITUTE PROVIDES EMERGENCY, LIFE-SAVING ASSISTANCE TO SCHOLARS AND STUDENTS THROUGHOUT THE WORLD. THROUGH THE SCHOLAR RESCUE FUND, THE INSTITUTE PROVIDES SUPPORT AND SAFE HAVEN TO ACADEMICS IN CRISIS SITUATIONS. THROUGH THE EMERGENCY STUDENT FUND, THE INSTITUTE PROVIDES SUPPORT TO STUDENTS FACING EMERGENCIES AND CRISES SUCH AS ILLNESS OR NATURAL DISASTERS. THE IIE ODYSSEY PROGRAM PROVIDES COMPREHENSIVE SCHOLARSHIPS TO REFUGEES AND DISPLACED STUDENTS AROUND THE WORLD.
$1,204,437$0$1,217,452RESEARCH AND PUBLICATIONS:THE INSTITUTE PRODUCES APPLIED RESEARCH AND ANALYSIS IN THE FIELD OF INTERNATIONAL EDUCATION AND STUDENT MOBILITY. AN EXAMPLE IS "OPEN DOORS," A COMPREHENSIVE INFORMATION RESOURCE PRODUCED WITH SUPPORT FROM THE UNITED STATES DEPARTMENT OF STATE THAT DOCUMENTS AND ANALYZES ACADEMIC MOBILITY BETWEEN THE US AND OTHER COUNTRIES. THE INSTITUTE ALSO PROVIDES RESEARCH AND PROGRAM EVALUATION SERVICES TO DOMESTIC AND INTERNATIONAL GOVERNMENT AGENCIES, NOT-FOR-PROFIT ORGANIZATIONS AND FOUNDATIONS. THE INSTITUTE'S PUBLICATIONS, CONFERENCES AND MEMBERSHIP ORGANIZATION (IIE NETWORK) HELP GUIDE POLICIES AND PROGRAMS IN THE FIELD OF INTERNATIONAL EDUCATION BY PROVIDING GUIDANCE ON INTERNATIONAL STUDY PROGRAMS AND FUNDING.
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$10,773,011TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$6,363,046TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$1,245,952TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$307,653,111TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (1)MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document202IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee576EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryCHForeignCountryCd
Foreign CountryHUForeignCountryCd
Foreign CountryBMForeignCountryCd
Foreign CountryMXForeignCountryCd
Foreign CountryTHForeignCountryCd
Foreign CountryVMForeignCountryCd
Foreign CountryEGForeignCountryCd
Foreign CountryINForeignCountryCd
Foreign CountryRSForeignCountryCd
Foreign CountryUPForeignCountryCd
Foreign CountryETForeignCountryCd
Foreign CountryUKForeignCountryCd
Foreign CountryKZForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members30GoverningBodyVotingMembersCnt
Independent Voting Member29IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldLAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonAMY EAPPEN SVP AND CFOPersonNm
Phone2128838200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 WORLD TRADE CTR FL 36AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100070090ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
DR ALLAN E GOODMAN
CHIEF EXECUTIVE OFFICER/TRUSTEE40.000.00Yes (X)Yes (X)$802,174$0$52,825
MR HARTLEY R ROGERS
VICE CHAIR/TREASURER/TRUSTEE1.750.00Yes (X)Yes (X)$0$0$0
MR MARK A ANGELSON
CHAIR/TRUSTEE4.500.00Yes (X)Yes (X)$0$0$0
MR CALVIN G BUTLER JR
VICE CHAIR/TRUSTEE1.750.00Yes (X)Yes (X)$0$0$0
MS LINDA VESTER
VICE CHAIR/TRUSTEE1.750.00Yes (X)Yes (X)$0$0$0
MR SETH R BERGSTEIN
TRUSTEE1.500.00Yes (X)$0$0$0
DR LEE C BOLLINGER
TRUSTEE (THRU 01/2024)1.000.00Yes (X)$0$0$0
MS AMY BRANDT
TRUSTEE1.500.00Yes (X)$0$0$0
DR GEORGE CAMPBELL JR
TRUSTEE4.500.00Yes (X)$0$0$0
MR ROBERT L DILENSCHNEIDER
TRUSTEE2.750.00Yes (X)$0$0$0
MS COLLEEN GOGGINS
TRUSTEE1.250.00Yes (X)$0$0$0
MS JOYCE P HENDRICKS
TRUSTEE1.000.00Yes (X)$0$0$0
MR JONATHAN HOLLOWAY
TRUSTEE1.000.00Yes (X)$0$0$0
MR MICHAEL E HOUSTON
TRUSTEE1.000.00Yes (X)$0$0$0
MR SANFORD A IBRAHIM
TRUSTEE1.000.00Yes (X)$0$0$0
MR THOMAS S JOHNSON
TRUSTEE1.000.00Yes (X)$0$0$0
DR HENRY KAUFMAN
TRUSTEE1.000.00Yes (X)$0$0$0
MS LAYA KHADJAVI
TRUSTEE1.000.00Yes (X)$0$0$0
MR MAHBOOB MAHMOOD
TRUSTEE1.000.00Yes (X)$0$0$0
MR ROBERT L MANUEL
TRUSTEE (AS OF 09/2024)1.000.00Yes (X)$0$0$0
MR DWIGHT A MCBRIDE
TRUSTEE1.000.00Yes (X)$0$0$0
MS LINDA G MILLS
TRUSTEE (AS OF 09/2024)1.000.00Yes (X)$0$0$0
MS STEPHANIE J MUDICK
TRUSTEE1.000.00Yes (X)$0$0$0
MS MELISSA NOBLES
TRUSTEE1.000.00Yes (X)$0$0$0
DR HARRIS PASTIDES
TRUSTEE1.250.00Yes (X)$0$0$0
DR JAN SIEGMUND
TRUSTEE1.500.00Yes (X)$0$0$0
MS JOANNE E BERGER-SWEENEY
TRUSTEE1.000.00Yes (X)$0$0$0
MR MARTIN Y TANG
TRUSTEE1.500.00Yes (X)$0$0$0
MS AMY TOWERS
TRUSTEE1.500.00Yes (X)$0$0$0
MS SARAH WATERBURY
TRUSTEE (THRU 01/2024)1.000.00Yes (X)$0$0$0
MS MARIET WESTERMANN
TRUSTEE (AS OF 04/2024)1.000.00Yes (X)$0$0$0
DR MARK S WRIGHTON
TRUSTEE1.500.00Yes (X)$0$0$0
MR JASON CZYZ
CO-PRESIDENT40.000.00Yes (X)$688,424$0$37,400
MS COURTNEY TEMPLE
EVP, CHIEF ADMIN OFFICER40.000.00Yes (X)$451,404$0$33,380
MS AMY EAPPEN
SVP, CHIEF FINANCIAL OFFICER40.000.00Yes (X)$345,709$0$52,926
MS KATHERINE CAMPBELL
SECRETARY40.000.00Yes (X)$120,422$0$19,174
MS A SARAH HOLLINGER
CO-PRESIDENT40.000.00Yes (X)$603,049$0$52,975
MR PETER YOUNG
SVP, CHIEF TECHNOLOGY OFFICER40.000.00$396,180$0$33,075Yes (X)
MS EDITH CECIL
SVP, PROGRAM MGMT GOV40.000.00$397,128$0$44,700Yes (X)
MR JONAH MURPHY-KOKODYNIAK
SVP, PROGRAM DEVELOPMENT40.000.00$361,172$0$48,432Yes (X)
MR JAMES BROWN
SR. DIRECTOR, IT INFRASTRUCTURE40.000.00$219,998$0$28,361Yes (X)
MS NINA SMITH
SVP, CHIEF PHILANTHROPY OFFICER40.000.00$371,434$0$32,856Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$4,757,094TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$436,104TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K107IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
GRANT THORNTON ADVISORS LLC
757 THIRD AVENUENEW YORKNY10017AUDIT & TAX SERVICES$339,794
BAKER TILLY US LLP
8219 LEESBURG PIKE SUITE 800TYSONS CORNERVA22182INTERNAL AUDIT$229,949
JURIN CONSULTING SERVICES LLC
2250 2ND STREET SOUTHJACKSONVILLE BEACHFL32250PEOPLESOFT SUPPORT$168,000
KAE STRATEGIC LLC
2101 L STREET NW SUITE 800WASHINGTONDC20037PROGRAM STRATEGY SERVICES$150,000
ELIZABETH MCENANEY
2288 US ROUTE 9HUDSONNY12534PROGRAM STRATEGY SERVICES$126,403
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K18CntrctRcvdGreaterThan100KCnt
Government Grants$260,258,151GovernmentGrantsAmt
All Other Contributions$58,209,786AllOtherContributionsAmt
Total Contributions$318,467,937TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
FIXED FEE CONTRACTS900099$30,056,925$30,056,925
PUBLICATIONS & MEMBERSHIP FEES900099$682,307$682,307
EDUCATIONAL FORUM900099$664,470$664,470
FieldValueIRS element (for citing)
Total Program Service Revenue$31,403,702TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,713,490TotalRevenueColumnAmt
Unrelated Business Revenue-$23,791UnrelatedBusinessRevenueAmt
Exclusion$7,737,281ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$110,093,195SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$72,221,271SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$37,871,924SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$37,871,924TotalRevenueColumnAmt
Exclusion$37,871,924ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS REVENUEDesc
Business900099BusinessCd
Total Revenue Column$4,674TotalRevenueColumnAmt
Exclusion$4,674ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$4,674OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$395,461,727TotalRevenueColumnAmt
Related Or Exempt Func Income$31,403,702RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$23,791UnrelatedBusinessRevenueAmt
Exclusion$45,613,879ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$56,568,493TotalAmt
Program Services$56,568,493ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$152,305,289TotalAmt
Program Services$152,305,289ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$15,952,649TotalAmt
Program Services$15,952,649ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$3,284,456TotalAmt
Program Services$2,187,225ProgramServicesAmt
Management And General$1,030,864ManagementAndGeneralAmt
Fundraising$66,367FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$49,500,588TotalAmt
Program Services$32,964,033ProgramServicesAmt
Management And General$15,536,323ManagementAndGeneralAmt
Fundraising$1,000,232FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$4,236,007TotalAmt
Program Services$2,820,893ProgramServicesAmt
Management And General$1,329,519ManagementAndGeneralAmt
Fundraising$85,595FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$8,192,737TotalAmt
Program Services$5,455,807ProgramServicesAmt
Management And General$2,571,384ManagementAndGeneralAmt
Fundraising$165,546FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$3,498,224TotalAmt
Program Services$2,329,580ProgramServicesAmt
Management And General$1,097,957ManagementAndGeneralAmt
Fundraising$70,687FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$417,895TotalAmt
Program Services$111,077ProgramServicesAmt
Management And General$299,370ManagementAndGeneralAmt
Fundraising$7,448FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$537,858TotalAmt
Program Services$4,837ProgramServicesAmt
Management And General$533,021ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$319,796TotalAmt
Management And General$319,796ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$719,928TotalAmt
Management And General$719,928ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$26,410,211TotalAmt
Program Services$22,487,759ProgramServicesAmt
Management And General$3,688,209ManagementAndGeneralAmt
Fundraising$234,243FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,832,353TotalAmt
Program Services$1,112,210ProgramServicesAmt
Management And General$684,127ManagementAndGeneralAmt
Fundraising$36,016FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$4,590,357TotalAmt
Program Services$1,526,288ProgramServicesAmt
Management And General$3,050,777ManagementAndGeneralAmt
Fundraising$13,292FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$6,393,081TotalAmt
Program Services$5,881,486ProgramServicesAmt
Management And General$260,767ManagementAndGeneralAmt
Fundraising$250,828FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$4,271,132TotalAmt
Program Services$3,419,171ProgramServicesAmt
Management And General$815,866ManagementAndGeneralAmt
Fundraising$36,095FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,325,111TotalAmt
Program Services$2,034,592ProgramServicesAmt
Management And General$192,860ManagementAndGeneralAmt
Fundraising$97,659FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,969,662TotalAmt
Program Services$477,635ProgramServicesAmt
Management And General$1,487,343ManagementAndGeneralAmt
Fundraising$4,684FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$561,406TotalAmt
Program Services$14,087ProgramServicesAmt
Management And General$547,319ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$343,887,233TotalAmt
Program Services$307,653,111ProgramServicesAmt
Management And General$34,165,430ManagementAndGeneralAmt
Fundraising$2,068,692FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$16,840,783BOYAmt
EOY$17,769,545EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$60,300,759BOYAmt
EOY$57,303,529EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,946,886BOYAmt
EOY$10,828,897EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$52,414,626BOYAmt
EOY$65,800,624EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$6,912,346BOYAmt
EOY$8,774,679EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$39,563,572LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$26,282,633LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$14,030,037BOYAmt
EOY$13,280,939EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$184,781,222BOYAmt
EOY$203,610,820EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$27,352,641BOYAmt
EOY$53,041,300EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$59,183,900BOYAmt
EOY$56,471,822EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$424,763,200BOYAmt
EOY$486,882,155EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$48,900,615BOYAmt
EOY$54,473,628EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$25,756,244BOYAmt
EOY$25,702,645EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$339,317BOYAmt
EOY$466,211EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$65,061,869BOYAmt
EOY$63,684,728EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$140,058,045BOYAmt
EOY$144,327,212EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$196,761,787BOYAmt
EOY$232,631,907EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$87,943,368BOYAmt
EOY$109,923,036EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$284,705,155BOYAmt
EOY$342,554,943EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$424,763,200BOYAmt
EOY$486,882,155EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$51,574,494ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$6,275,294NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$241,622,225CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$223,299,226CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$285,465,601CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$304,485,661CurrentTaxYearMinus1YearAmt
Current Tax Year$318,467,937CurrentTaxYearAmt
Total$1,373,340,650TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$241,622,225CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$223,299,226CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$285,465,601CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$304,485,661CurrentTaxYearMinus1YearAmt
Current Tax Year$318,467,937CurrentTaxYearAmt
Total$1,373,340,650TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$34,405,045SubstantialContributorsTotAmt
Public Support Total170$1,338,935,605PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,212,674CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,157,421CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,099,585CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,939,448CurrentTaxYearMinus1YearAmt
Current Tax Year$7,713,490CurrentTaxYearAmt
Total$24,122,618TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$31,363CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$20,138CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$90,248CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$24,468CurrentTaxYearMinus1YearAmt
Current Tax Year$4,674CurrentTaxYearAmt
Total$170,891TotalAmt
FieldValueIRS element (for citing)
Total Support$1,397,634,159TotalSupportAmt
Gross Receipts Rltd Activities$159,826,843GrossReceiptsRltdActivitiesAmt
Public Support CY1700.95800PublicSupportCY170Pct
Public Support PY1700.96000PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationMISCELLANEOUS REVENUE - 2019 AMOUNT: $ 31,363. 2020 AMOUNT: $ 20,138. 2021 AMOUNT: $ 90,248. 2022 AMOUNT: $ 24,468. 2023 AMOUNT: $ 4,674.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteersYes (1)VolunteersInd
Paid Staff Or ManagementYes (1)PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings MembersYes (1)MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (1)DirectContactLegislatorsInd
Direct Contact Legislators$319,796DirectContactLegislatorsAmt
Rallies Demonstrations0RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Total Lobbying Expenditures$319,796TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationOTHER LOBBYING ACTIVITIES: THE CEO, TRUSTEES, SENIOR STAFF AND ALUMNI VOLUNTEERS OF INSTITUTE OF INTERNATIONAL EDUCATION, AS WELL AS INDEPENDENT CONSULTANTS, MEET WITH LEGISLATIVE AND GOVERNMENT OFFICIALS AND/OR THEIR STAFF TO PROVIDE INFORMATION REGARDING THE MISSION AND PROGRAMS. FROM TIME TO TIME IIE HAS SUPPLEMENTED THESE VISITS WITH CORRESPONDENCE.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held17DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held19FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$3,448,187DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$3,052,813FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$3,153,459DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$3,052,813FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$4,121,414DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$0FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$176,615,104BeginningYearBalanceAmt
Contributions$2,641,179ContributionsAmt
Investment Earnings Or Losses$39,648,415InvestmentEarningsOrLossesAmt
Other Expenditures$5,503,014OtherExpendituresAmt
End Year Balance$213,401,684EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$155,492,403BeginningYearBalanceAmt
Contributions$3,132,163ContributionsAmt
Investment Earnings Or Losses$22,608,164InvestmentEarningsOrLossesAmt
Other Expenditures$4,617,626OtherExpendituresAmt
End Year Balance$176,615,104EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$183,118,679BeginningYearBalanceAmt
Contributions$9,239,194ContributionsAmt
Investment Earnings Or Losses-$32,235,390InvestmentEarningsOrLossesAmt
Other Expenditures$4,630,080OtherExpendituresAmt
End Year Balance$155,492,403EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$163,447,909BeginningYearBalanceAmt
Contributions$106,017ContributionsAmt
Investment Earnings Or Losses$23,274,477InvestmentEarningsOrLossesAmt
Other Expenditures$3,709,724OtherExpendituresAmt
End Year Balance$183,118,679EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$77,107,494BeginningYearBalanceAmt
Contributions$82,095,285ContributionsAmt
Investment Earnings Or Losses$7,495,791InvestmentEarningsOrLossesAmt
Other Expenditures$3,250,661OtherExpendituresAmt
End Year Balance$163,447,909EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.59576BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.03358PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.37066TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$8,640,935OtherCostOrOtherBasisAmt
Depreciation$1,509,384DepreciationAmt
Book Value$7,131,551BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,199,610OtherCostOrOtherBasisAmt
Depreciation$2,149,256DepreciationAmt
Book Value$3,050,354BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$25,723,027OtherCostOrOtherBasisAmt
Depreciation$22,623,993DepreciationAmt
Book Value$3,099,034BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$13,280,939TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
EQUITY-ORIENTED$24,711,997F
MULTI-STRATEGY$23,265,615F
CREDIT-ORIENTED$5,063,688F
FieldValueIRS element (for citing)
Total Book Value Securities$53,041,300TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
RIGHT-OF-USE ASSETS$53,048,501
BENEFICIAL INTERESTS IN PERPETUAL TRUSTS HELD BY THIRD PARTIES$3,423,321
FieldValueIRS element (for citing)
Total Book Value Other Assets$56,471,822TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescOPERATING LEASE LIABILITIESDesc
Amt$63,684,728Amt
FieldValueIRS element (for citing)
Total Liability$63,684,728TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$401,017,093TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$6,275,294NetUnrealizedGainsInvstAmt
Revenue Not Reported$6,275,294RevenueNotReportedAmt
Revenue Subtotal$394,741,799RevenueSubtotalAmt
Investment Expenses Not Incld$719,928InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$719,928RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$395,461,727TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$343,167,305TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$343,167,305ExpensesSubtotalAmt
Investment Expenses Not Incld2$719,928InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$719,928ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$343,887,233TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE INSTITUTE INTENDS TO USE ITS ENDOWMENT, WHICH CONSISTS OF INDIVIDUAL FUNDS THAT HAVE BEEN ESTABLISHED FOR A VARIETY OF PURPOSES INCLUDING SCHOLAR SUPPORT AND SCHOLARSHIPS, CONSISTENT WITH THE PURPOSES FOR WHICH THE FUNDS HAVE BEEN ESTABLISHED.
PART X, LINE 2:INCOME TAXES: THE INSTITUTE IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE. THE INSTITUTE IS NOT GENERALLY REQUIRED TO PAY CORPORATE INCOME TAX IN MOST JURISDICTIONS IN WHICH IT OPERATES BY VIRTUE OF, INTER ALIA, IIE'S NOT-FOR- PROFIT STATUS AND/OR THE STATUS OF ITS LOCAL AFFILIATE OR REPRESENTATIVE OFFICES. HOWEVER, IIE PAYS PAYROLL, SALES AND USE TAXES IN THE NORMAL COURSE OF BUSINESS WHERE REQUIRED, AND SOME ACTIVITIES MAY BE SUBJECT TO SALES AND VALUE ADDED TAXES IN CERTAIN JURISDICTIONS. ACCORDINGLY, IIE PAYS OR MAINTAINS APPROPRIATE PROVISIONS TO ACCOUNT FOR SUCH LIABILITIES.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (23 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
CENTRAL AMERICA AND THE CARIBBEAN00PROGRAM SERVICESEDUCATION GRANTS-INDIV$396,576
EAST ASIA AND THE PACIFIC00PROGRAM SERVICESEDUCATION GRANTS-INDIV$3,302,367
EAST ASIA AND THE PACIFIC00GRANTMAKING$145,121
EAST ASIA AND THE PACIFIC445MAINTAINING OFFICES$4,213,292
EUROPE (INCLUDING ICELAND & GREENLAND)00PROGRAM SERVICESEDUCATION GRANTS-INDIV$4,224,585
EUROPE (INCLUDING ICELAND & GREENLAND)00GRANTMAKING$259,900
MIDDLE EAST AND NORTH AFRICA00PROGRAM SERVICESEDUCATION GRANTS-INDIV$1,357,518
MIDDLE EAST AND NORTH AFRICA00GRANTMAKING$42,949
MIDDLE EAST AND NORTH AFRICA18MAINTAINING OFFICES$429,654
NORTH AMERICA00PROGRAM SERVICESEDUCATION GRANTS-INDIV$926,524
NORTH AMERICA00GRANTMAKING$98,000
NORTH AMERICA119MAINTAINING OFFICES$4,060,340
RUSSIA AND NEIGHBORING STATES00PROGRAM SERVICESEDUCATION GRANTS-INDIV$653,852
RUSSIA AND NEIGHBORING STATES00GRANTMAKING$372,936
RUSSIA AND NEIGHBORING STATES315MAINTAINING OFFICES$1,811,312
SOUTH AMERICA00PROGRAM SERVICESEDUCATION GRANTS-INDIV$1,385,401
SOUTH ASIA00PROGRAM SERVICESEDUCATION GRANTS-INDIV$1,264,467
SOUTH ASIA16MAINTAINING OFFICES$924,507
SUB-SAHARAN AFRICA00PROGRAM SERVICESEDUCATION GRANTS-INDIV$1,503,196
SUB-SAHARAN AFRICA116MAINTAINING OFFICES$777,376
SOUTH AMERICA00GRANTMAKING$10,500
SOUTH ASIA00GRANTMAKING$8,757
CENTRAL AMERICA AND THE CARIBBEAN00INVESTMENTS$28,527,678
FieldValueIRS element (for citing)
Subtotal Offices4SubtotalOfficesCnt
Subtotal Employees45SubtotalEmployeesCnt
Continuation Total Office7ContinuationTotalOfficeCnt
Continuation Total Employee64ContinuationTotalEmployeeCnt
Total Office11TotalOfficeCnt
Total Employee109TotalEmployeeCnt
Subtotal Spent$13,942,308SubtotalSpentAmt
Continuation Spent$42,754,500ContinuationSpentAmt
Total Spent$56,696,808TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (23 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtNon Cash AssistanceNonCashAssistanceAmt
EAST ASIA AND THE PACIFICEDUCATION EXCHANGE$12,500WIRE TRANSFER$0
EAST ASIA AND THE PACIFICEDUCATION EXCHANGE$16,193WIRE TRANSFER$0
EAST ASIA AND THE PACIFICEDUCATION EXCHANGE$91,428WIRE TRANSFER$0
EAST ASIA AND THE PACIFICEDUCATION EXCHANGE$25,000WIRE TRANSFER$0
EUROPE (INCLUDING ICELAND & GREENLAND)EDUCATION EXCHANGE$25,000WIRE TRANSFER$0
EUROPE (INCLUDING ICELAND & GREENLAND)EDUCATION EXCHANGE$25,000WIRE TRANSFER$0
EUROPE (INCLUDING ICELAND & GREENLAND)EDUCATION EXCHANGE$25,000WIRE TRANSFER$0
EUROPE (INCLUDING ICELAND & GREENLAND)EDUCATION EXCHANGE$34,900WIRE TRANSFER$0
EUROPE (INCLUDING ICELAND & GREENLAND)EDUCATION EXCHANGE$25,000WIRE TRANSFER$0
EUROPE (INCLUDING ICELAND & GREENLAND)EDUCATION EXCHANGE$25,000WIRE TRANSFER$0
EUROPE (INCLUDING ICELAND & GREENLAND)EDUCATION EXCHANGE$50,000WIRE TRANSFER$0
EUROPE (INCLUDING ICELAND & GREENLAND)EDUCATION EXCHANGE$25,000WIRE TRANSFER$0
EUROPE (INCLUDING ICELAND & GREENLAND)EDUCATION EXCHANGE$25,000WIRE TRANSFER$0
MIDDLE EAST AND NORTH AFRICAEDUCATION EXCHANGE$16,000WIRE TRANSFER$0
MIDDLE EAST AND NORTH AFRICAEDUCATION EXCHANGE$18,949WIRE TRANSFER$0
MIDDLE EAST AND NORTH AFRICAEDUCATION EXCHANGE$8,000WIRE TRANSFER$0
NORTH AMERICAEDUCATION EXCHANGE$48,000WIRE TRANSFER$0
NORTH AMERICAEDUCATION EXCHANGE$25,000WIRE TRANSFER$0
NORTH AMERICAEDUCATION EXCHANGE$25,000WIRE TRANSFER$0
RUSSIA AND NEIGHBORING STATESEDUCATION EXCHANGE$217,936WIRE TRANSFER$0
RUSSIA AND NEIGHBORING STATESEDUCATION EXCHANGE$155,000WIRE TRANSFER$0
SOUTH AMERICAEDUCATION EXCHANGE$10,500WIRE TRANSFER$0
SOUTH ASIAEDUCATION EXCHANGE$8,757WIRE TRANSFER$0
FieldValueIRS element (for citing)
Total501c3 Org23Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (39 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
HEALTH INSURANCECENTRAL AMERICA AND THE CARIBBEAN15$13,815WIRE TRANSFER
STIPENDS & GRANTSCENTRAL AMERICA AND THE CARIBBEAN35$280,363WIRE TRANSFER
TRAVELCENTRAL AMERICA AND THE CARIBBEAN22$26,591WIRE TRANSFER
TUITION, BOOKS AND FEESCENTRAL AMERICA AND THE CARIBBEAN13$73,256WIRE TRANSFER
HEALTH INSURANCEEAST ASIA AND THE PACIFIC89$54,999WIRE TRANSFER
OTHER EXPENSESEAST ASIA AND THE PACIFIC96$99,120WIRE TRANSFER
STIPENDS & GRANTSEAST ASIA AND THE PACIFIC265$1,957,028WIRE TRANSFER
TRAVELEAST ASIA AND THE PACIFIC147$138,296WIRE TRANSFER
TUITION, BOOKS AND FEESEAST ASIA AND THE PACIFIC289$1,052,926WIRE TRANSFER
HEALTH INSURANCEEUROPE (INCLUDING ICELAND & GREENLAND)49$33,760WIRE TRANSFER
OTHER EXPENSESEUROPE (INCLUDING ICELAND & GREENLAND)44$56,390WIRE TRANSFER
STIPENDS & GRANTSEUROPE (INCLUDING ICELAND & GREENLAND)236$2,241,570WIRE TRANSFER
TRAVELEUROPE (INCLUDING ICELAND & GREENLAND)104$92,489WIRE TRANSFER
TUITION, BOOKS AND FEESEUROPE (INCLUDING ICELAND & GREENLAND)179$1,800,376WIRE TRANSFER
HEALTH INSURANCEMIDDLE EAST AND NORTH AFRICA21$16,866WIRE TRANSFER
OTHER EXPENSESMIDDLE EAST AND NORTH AFRICA25$5,800WIRE TRANSFER
STIPENDS & GRANTSMIDDLE EAST AND NORTH AFRICA116$953,718WIRE TRANSFER
TRAVELMIDDLE EAST AND NORTH AFRICA62$77,720WIRE TRANSFER
TUITION, BOOKS AND FEESMIDDLE EAST AND NORTH AFRICA31$303,415WIRE TRANSFER
STIPENDS & GRANTSNORTH AMERICA80$572,006WIRE TRANSFER
TRAVELNORTH AMERICA40$49,360WIRE TRANSFER
TUITION, BOOKS AND FEESNORTH AMERICA32$297,218WIRE TRANSFER
OTHER EXPENSESRUSSIA AND NEIGHBORING STATES8$6,401WIRE TRANSFER
STIPENDS & GRANTSRUSSIA AND NEIGHBORING STATES44$525,463WIRE TRANSFER
TRAVELRUSSIA AND NEIGHBORING STATES23$44,473WIRE TRANSFER
TUITION, BOOKS AND FEESRUSSIA AND NEIGHBORING STATES10$75,311WIRE TRANSFER
STIPENDS & GRANTSSOUTH AMERICA133$1,253,156WIRE TRANSFER
TRAVELSOUTH AMERICA57$70,929WIRE TRANSFER
TUITION, BOOKS AND FEESSOUTH AMERICA23$53,500WIRE TRANSFER
HEALTH INSURANCESOUTH ASIA11$16,155WIRE TRANSFER
OTHER EXPENSESSOUTH ASIA44$16,369WIRE TRANSFER
STIPENDS & GRANTSSOUTH ASIA118$570,584WIRE TRANSFER
TRAVELSOUTH ASIA60$36,031WIRE TRANSFER
TUITION, BOOKS AND FEESSOUTH ASIA127$625,328WIRE TRANSFER
HEALTH INSURANCESUB-SAHARAN AFRICA54$17,081WIRE TRANSFER
OTHER EXPENSESSUB-SAHARAN AFRICA16$11,864WIRE TRANSFER
STIPENDS & GRANTSSUB-SAHARAN AFRICA214$1,043,750WIRE TRANSFER
TRAVELSUB-SAHARAN AFRICA132$241,345WIRE TRANSFER
TUITION, BOOKS AND FEESSUB-SAHARAN AFRICA48$189,156WIRE TRANSFER
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott CountriesYes (1)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 2:PROCEDURES FOR MONITORING GRANTS OUTSIDE THE UNITED STATES: OVERALL: ALL OPERATIONS ARE CLOSELY MANAGED BY THE PROGRAM MANAGERS AND VARIOUS DEPARTMENTS WITHIN FINANCE AND ADMINISTRATION (I.E., CFO, GRANTS AND CONTRACTS, LEGAL SERVICES AND ADMINISTRATIVE SERVICES). THERE IS REGULAR MONTHLY MONITORING BY FINANCIAL MANAGERS AND FISCAL YEAR PLANNING AND MID-YEAR BUDGET REVIEWS ARE PERFORMED BY SENIOR MANAGEMENT TO REVIEW THE ACTIVITIES OF ALL PROGRAMS AND ADJUST TO CHANGES IN BUDGET ASSUMPTIONS. REPORTS ARE SUBMITTED TO THE SPONSOR PER CONTRACT OR GRANT REQUIREMENTS. THE INTERNAL AUDIT STAFF MAKES OCCASIONAL VISITS TO OUR INTERNATIONAL OFFICES TO AUDIT PROGRAM CONTROLS AND COMPLIANCE. BUDGETS: BUDGETS ARE ESTABLISHED ON A DEPARTMENT AND PROGRAM BASIS WITH CLOSE COORDINATION BETWEEN PROGRAM FINANCE, PRICING, PROGRAMS, AND FINANCIAL PLANNING & ANALYSIS. BUDGET TO ACTUAL REPORTS ARE REVIEWED REGULARLY BY PROGRAM FINANCE AND PROGRAM TEAM MEMBERS TO MONITOR PERFORMANCE. IN ADDITION, SENIOR MANAGEMENT REVIEWS ARE HELD QUARTERLY. THE BUDGET AND FINANCE COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS THE ANNUAL OPERATING AND CAPITAL BUDGETS, REVIEWS IMPLEMENTATION OF OPERATING PLANS AND CAPITAL PROJECTS, OVERSEES BUDGETING AND INTERNAL FINANCIAL REPORTING SYSTEMS AND PROCEDURES, AND REGULARLY MEETS WITH STAFF TO REVIEW THE FINANCIAL RESULTS AND OTHER FINANCIAL MANAGEMENT REPORTS AND PROVIDE STAFF WITH GUIDANCE AS NECESSARY. PAYMENTS/CASH RECEIPTS: PAYMENTS FOR DISBURSEMENTS AND REIMBURSEMENTS RELATING TO ALL GRANT FUNDS REQUIRE APPROPRIATE SUPPORTING DOCUMENTATION. BEFORE PAYMENTS ARE MADE, GRANTEES AND VENDORS ARE CHECKED AGAINST SPECIALLY DESIGNATED NATIONAL LISTS AND OTHER SIMILAR PROHIBITED TRANSACTION LISTS TO HELP CONFIRM THAT PAYMENTS ARE NOT PROHIBITED. UPON APPROVAL, PAYMENTS WILL INCLUDE AGREEMENTS STATING THE TERMS OF THE GRANT SIGNED BY IIE AND THE GRANTEE OR VENDOR AND IIE SUPERVISOR/MANAGER LEVEL APPROVED PAYMENT DOCUMENTS TO PROCESS EACH OF THE DISBURSEMENTS OR REIMBURSEMENTS. ALL COSTS ASSOCIATED WITH THESE PAYMENTS ARE CONTROLLED BY PROGRAM MANAGEMENT AS WELL AS THE FINANCE TEAM WHO CONFIRM THAT THE PAYMENTS ARE RELATED TO ALLOWABLE AND SPONSOR-APPROVED ACTIVITIES.
PART I, LINE 3:METHOD USED ON FINANCIAL STATEMENTS: THE METHOD USED TO ACCOUNT FOR FOREIGN EXPENDITURES AND CASH GRANTS ON THE ORGANIZATION'S FINANCIAL STATEMENTS IS ACCRUAL-BASED AND FOLLOWS US GAAP.
PART IV:THE INSTITUTE OF INTERNATIONAL EDUCATION INVESTS IN DOMESTIC AND FOREIGN LIMITED PARTNERSHIPS THAT MAY OWN AN INTEREST IN A FOREIGN CORPORATION, PASSIVE FOREIGN INVESTMENT COMPANY, OR FOREIGN PARTNERSHIP. NEVERTHELESS, IIE'S INVESTMENT ACTIVITIES MAY NOT REACH THE THRESHOLDS REQUIRED FOR FILING THE FORMS 926, 5471, 8621 OR 8865. TO THE EXTENT SUCH A FORM WAS COMPLETED, IT HAS BEEN FILED WITH THE ORGANIZATION'S FORM 990-T.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (78 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxtIRC SectionIRCSectionDescAddress Line2USAddress/AddressLine2Txt
ALICE INTERNATIONAL
23 GLENN DRIVEMILFORDNH03055264831665$65,000$0EDUCATION EXCHANGE
AMERICAN COUNCILS FOR INT ED
1828 L STREET NW SUITE 1200WASHINGTONDC20036521067256$62,074$0EDUCATION EXCHANGE501(C)(3)
AMERICAN UNIVERSITY
4400 MASSACHUSETTS AVENUE NWWASHINGTONDC20016530196549$279,626$0EDUCATION EXCHANGE501(C)(3)
ARIZONA STATE UNIVERSITY
PO BOX 875812TEMPEAZ852875812860196696$1,450,877$0EDUCATION EXCHANGEGOV'T
BALL STATE UNIVERSITY
THIRD PARTY BILLINGMUNCIEIN47306356000221$25,000$0EDUCATION EXCHANGEGOV'T
BARD COLLEGE
30 CAMPUS ROADANNANDALEONHUDSONNY125045000141713034$25,000$0EDUCATION EXCHANGE501(C)(3)
BOSTON UNIVERSITY
881 COMMONWEALTH AVENUEBOATONMA02215042103547$191,801$0EDUCATION EXCHANGE501(C)(3)
BRIGHAM YOUNG UNIVERSITY
A261 ASBPROVOUT84602870217280$697,006$0EDUCATION EXCHANGE501(C)(3)
BROWN UNIVERSITY
CASHIERS OFFICEPROVIDENCERI02912050258809$25,000$0EDUCATION EXCHANGE501(C)(3)
BRYN MAWR COLLEGE
101 N MERLON AVEBRYN MAWRPA190102899231352621$1,048,056$0EDUCATION EXCHANGE501(C)(3)
CALIFORNIA STATE UNIVERSITY LONG BEACH R
6300 STATE UNIVERSITY DRIVELONG BEACHCA90815946106694$375,233$0EDUCATION EXCHANGEGOV'T
CALVIN UNIVERSITY
1855 KNOLLCREST CIRCLE SEGRAND RAPIDSMI49546383071514$25,000$0EDUCATION EXCHANGE501(C)(3)
COLLEGE OF WILLIAM AND MARY
BURSARS OFFICE STUDENT ACCOUNTSWILLIAMSBURGVA231878795546001718$535,097$0EDUCATION EXCHANGEGOV'T
COMMONWEALTH UNIVERSITY OF PENNSYLVANIA
400 E SECOND STREETBLOOMSBURGPA178151301232738930$479,298$0EDUCATION EXCHANGEGOV'T
CONCORDIA COLLEGE
901 8TH STREET SOUTHMOORHEADMN56562410693977$1,257,106$0EDUCATION EXCHANGE501(C)(3)
CORNELL UNIVERSITY
DIVISION OF FINANCIAL AFFAIRSITHACANY14850150532082$282,166$0EDUCATION EXCHANGE501(C)(3)
COUNCIL OF AMERICAN OVERSEAS RESEARCH CE
PO BOX 37012WASHINGTONDC200137012521395971$82,148$0EDUCATION EXCHANGE501(C)(3)
DENVER BOTANIC GARDENS INC
909 YORK STREETDENVERCO80206840440359$25,000$0EDUCATION EXCHANGE501(C)(3)
EMBRY-RIDDLE AERONAUTICAL UNIV
600 CLYDE MORRIS BLVDDAYTONA BEACHFL321143900590936101$322,499$0EDUCATION EXCHANGE501(C)(3)
EMORY UNIVERSITY
PO BOX 935084ATLANTAGA311935084580566256$167,024$0EDUCATION EXCHANGE501(C)(3)
FULBRIGHT ASSOCIATION INC
1730 RHODE ISLAND AVENUE NWWASHINGTONDC20036521821935$341,270$0EDUCATION EXCHANGE501(C)(3)
GEORGE MASON UNIVERSITY
4400 UNIVERSITY DRIVEFAIRFAXVA22030540836354$484,522$0EDUCATION EXCHANGEGOV'T
GEORGE WASHINGTON UNIVERSITY
45155 RESEARCH PLACE 2ND FLOORASHBURNVA20147530196584$869,638$0EDUCATION EXCHANGE501(C)(3)
GEORGIA TECH RESEARCH CORPORATION
PO BOX 100117ATLANTAGA30384580603146$451,065$0EDUCATION EXCHANGEGOV'T
INDIANA UNIVERSITY
601 E KIRKWOOD AVENUEBLOOMINGTONIN474051223356001673$4,230,224$0EDUCATION EXCHANGEGOV'T
INDIANA UNIVERSITY OF PENNSYLVANIA
1011 SOUTH DRIVEINDIANAPA15705251470695$21,414$0EDUCATION EXCHANGEGOV'T
INTERNATIONAL HOUSE DAVIS
10 COLLEGE PARKDAVISCA95616942822342$67,642$0EDUCATION EXCHANGE501(C)(3)
JAMES MADISON UNIVERSITY
1031 S MAIN STHARRISONBURGVA22807546001756$627,028$0EDUCATION EXCHANGEGOV'T
LEWIS UNIVERSITY
ONE UNIVERSITY PARKWAYROMEOVILLEIL604462200362167773$293,360$0EDUCATION EXCHANGEGOV'T
LONE STAR COLLEGE SYSTEM
5000 RESEARCH FOREST DRIVETHE WOODLANDSTX77381741734884$6,000$0EDUCATION EXCHANGEGOV'T
MARQUETTE UNIVERSITY
OFFICE OF THE COMPTROLLERMILWAUKEEWI532331881390806251$461,415$0EDUCATION EXCHANGE501(C)(3)
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVENUECAMBRIDGEMA02139042103594$57,736$0EDUCATION EXCHANGE501(C)(3)
MICHIGAN STATE UNIVERSITY
306 COLLEGE LAW BLDGEAST LANSINGMI48824381358000$228,033$0EDUCATION EXCHANGEGOV'T
NORTH CAROLINA STATE UNIVERSITY
CAMPUS BOX 7214RALEIGHNC276957214566000756$371,534$0EDUCATION EXCHANGEGOV'T
ONE TO WORLD INC
285 WEST BROADWAYNEW YORKNY10013133179151$82,145$0EDUCATION EXCHANGE501(C)(3)
PENNSYLVANIA STATE UNIVERSITY
408 OLD MAINUNIVERSITY PARKPA16802246000376$107,635$0EDUCATION EXCHANGEGOV'T
PORTLAND STATE UNIVERSITY
PO BOX 751-SPAPORTLANDOR972070751364776757$231,844$0EDUCATION EXCHANGEGOV'T
PRESIDENT AND FELLOWS OF MIDDLEBURY COLLEGE
460 PIERCE STREETMONTEREYCA93940030179298$78,486$0EDUCATION EXCHANGE501(C)(3)
RESEARCH FOUNDATION CUNY
230 WEST 41ST STREETNEWYERKNY10036020733394$1,810,731$0EDUCATION EXCHANGE501(C)(3)
RUTGERS THE STATE UNIV OF NJ
33 KNIGHTSBRIGE RD 2ND FL E WINGPISCATAWAYNJ088543925226001086$25,000$0EDUCATION EXCHANGEGOV'T
SALEM STATE UNIVERSITY
352 LAFAYETTE STREETSALEMMA01970042325342$6,000$0EDUCATION EXCHANGEGOV'T
SAN DIEGO STATE UNIVERSITY FDN
5250 CAMPANILE DRSAN DIEGOCA92182956042721$2,461,124$0EDUCATION EXCHANGE501(C)(3)
SAN FRANCISCO STATE UNIVERSITY
1600 HOLLOWAY AVESAN FRANCISCOCA20742931137247$588,356$0EDUCATION EXCHANGEGOV'T
STANFORD UNIVERSITY
3145 PORTER DRIVEPALO ALTOCA94304941156365$25,000$0EDUCATION EXCHANGE501(C)(3)
SYRACUSE UNIVERSITY
640 SKYTOP RDSYRACUSENY132445300150532081$156,722$0EDUCATION EXCHANGE501(C)(3)
TEXAS A AND M UNIVERSITY
SPONSORED RESEARCH SERVICESCOLLEGE STATIONTX77845746000531$399,496$0EDUCATION EXCHANGEGOV'T
THE CITADEL
THE MILITARY COLLEGE OF SOUTHCHARLESTONSC294090530576000217$526,400$0EDUCATION EXCHANGEGOV'TCAROLINA
U OF KS CENTER FOR RESEARCH INC
ACCOUNTS RECEIVABLELAWRENCEKS660457568480680117$786,209$0EDUCATION EXCHANGE501(C)(3)
UNIVERSITY OF ARIZONA
888 N EUCLID AVE ROOM 510TUCSONAZ85719742652689$1,641,825$0EDUCATION EXCHANGEGOV'T
UNIVERSITY OF CALIFORNIA DAVIS
1333 RESEARCH PARK DRIVEDAVISCA95618946036494$226,598$0EDUCATION EXCHANGEGOV'T
UNIVERSITY OF CALIFORNIA LOS ANGELE
10920 WILSHIRE BLVD SUITE 500LOS ANGELESCA90024956006143$376,439$0EDUCATION EXCHANGEGOV'T
UNIVERSITY OF FLORIDA
PO BOX 113201GAINESVILLEFL32611596002052$1,430,719$0EDUCATION EXCHANGEGOV'T
UNIVERSITY OF GEORGIA
424 EAST BROAD STREETATHENSGA30602586001998$579,370$0EDUCATION EXCHANGEGOV'T
UNIVERSITY OF GEORGIA RESEARCH FOUNDATION INC
456 E BROAD STATHENSGA30602581353149$493,796$0EDUCATION EXCHANGE501(C)(3)
UNIVERSITY OF HAWAII
2600 CAMPUS ROAD QLCSS 105HONOLULUHI96822996000354$2,405,274$0EDUCATION EXCHANGEGOV'T
UNIVERSITY OF MARYLAND
4101 CHESAPEAKE BUILDINGCOLLEGE PARKMD94501526002033$1,809,561$0EDUCATION EXCHANGEGOV'T
UNIVERSITY OF MINNESOTA
REGENTS OF UNIVERSITY OF MINNESOTAMINNEAPOLISMN554855957416007513$421,997$0EDUCATION EXCHANGEGOV'T
UNIVERSITY OF MISSISSIPPI
ACCOUNTING OFFICEUNIVERSITYMS386771848646001159$1,525,822$0EDUCATION EXCHANGEGOV'T
UNIVERSITY OF MISSOURI
1000 W NIFONGCOLUMBIAMO652118230436003859$25,000$0EDUCATION EXCHANGEGOV'T
UNIVERSITY OF MONTANA
32 CAMPUS DRIVEMISSOULAMT598124104816001713$11,955,822$0EDUCATION EXCHANGEGOV'T
UNIVERSITY OF NORTH CAROLINA
OFFICE OF SPONSORED RESEARCHCHAPEL HILLNC27599566001393$404,762$0EDUCATION EXCHANGEGOV'T
UNIVERSITY OF NORTH GEORGIA
82 COLLEGE CIRCLEDAHLONEGAGA30597586002060$1,046,568$0EDUCATION EXCHANGEGOV'T
UNIVERSITY OF NOTRE DAME
334 BOND HALLNOTRE DAMEIN46556350868188$8,776$0EDUCATION EXCHANGE501(C)(3)
UNIVERSITY OF OREGON
PO BOX 3237EUGENEOR97403464727800$510,497$0EDUCATION EXCHANGEGOV'T
UNIVERSITY OF PITTSBURGH
PO BOX 371220PITTSBURGHPA152517220250965591$245,236$0EDUCATION EXCHANGEGOV'T
UNIVERSITY OF RHODE ISLAND
100 QUINN HALLKINGSTONRI028810820223011455$519,736$0EDUCATION EXCHANGEGOV'T
UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DRIVEAUSTINTX78712746000203$467,381$0EDUCATION EXCHANGEGOV'T
UNIVERSITY OF UTAH
201 S PRESIDENTS CIRCLESALT LAKE CITYUT841120922876000525$388,451$0EDUCATION EXCHANGEGOV'T
UNIVERSITY OF WASHINGTON
4300 ROOSEVELT WAYSEATTLEWA98195916001537$339,707$0EDUCATION EXCHANGEGOV'T
UNIVERSITY OF WISCONSIN
UW MADISON GAR ACCOUNTMILWAUKEEWI532780538391805963$2,952,024$0EDUCATION EXCHANGEGOV'T
UNIVERSITY OF WYOMING
1000 E UNIVERSITY AVELARAMIEWY82071836000331$718,857$0EDUCATION EXCHANGEGOV'T
VA POLYTECHNIC INS AND STATE UNIV
OFFICE OF SPONSORED PROGRAMSBLACKSBURGVA24061546001805$855,039$0EDUCATION EXCHANGEGOV'T
VANDERBILT UNIVERSITY
PMB 406310NASHVILLETN37240620476822$218,585$0EDUCATION EXCHANGE501(C)(3)
VIRGINIA COMMONWEALTH UNIVERSITY
BOX 843035RICHMONDVA232843035546001758$235,075$0EDUCATION EXCHANGEGOV'T
VIRGINIA MILITARY INSTITUTE
VMI RESEARCH LABROTORIES INCLEXINGTONVA24450546001803$777,306$0EDUCATION EXCHANGEGOV'T
WESTERN KY UNIV RESEARCH FOUNDATION
2413 NASHVILLE ROADBOWLING GREENKY42101951642394$640,011$0EDUCATION EXCHANGE501(C)(3)
WOODROW WILSON INTL CTR FOR SCHOLAR
1300 PENNSYLVANIA AVE NWWASHINGTONDC20004521067541$60,857$0EDUCATION EXCHANGE501(C)(3)
WORLDBOSTON
33 BROAD STREETBOSTONMA02109042281954$71,362$0EDUCATION EXCHANGE501(C)(3)
FieldValueIRS element (for citing)
Total501c3 Org77Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
HEALTH INSURANCE2264$3,546,521
OTHER EDUCATIONAL EXPENSES2333$2,958,162
STIPENDS & GRANTS14287$106,865,945
TRAVEL6434$6,198,468
TUITION, BOOKS AND FEES5361$32,736,193

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationPROCEDURES FOR MONITORING GRANTS IN THE UNITED STATES: OVERALL: OPERATIONS ARE CLOSELY MANAGED BY THE PROGRAM MANAGERS AND VARIOUS DEPARTMENTS WITHIN FINANCE AND ADMINISTRATION (I.E., CFO, GRANTS AND CONTRACTS, LEGAL SERVICES AND ADMINISTRATIVE SERVICES). THERE IS REGULAR MONTHLY MONITORING BY PROGRAM FINANCE AND QUARTERLY FINANCIAL MANAGEMENT REVIEWS BY SENIOR MANAGEMENT. FISCAL YEAR PLANNING AND MIDYEAR BUDGET REVIEWS ARE PERFORMED BY SENIOR MANAGEMENT TO REVIEW THE ACTIVITIES OF ALL PROGRAMS AND DEPARTMENTS AND ADJUST TO CHANGES IN BUDGET ASSUMPTIONS. REPORTS ARE SUBMITTED TO THE SPONSOR PER CONTRACT OR GRANT REQUIREMENTS. BUDGETS: BUDGETS ARE ESTABLISHED ON A DEPARTMENT AND PROGRAM BASIS WITH CLOSE COORDINATION BETWEEN PROGRAM FINANCE, PRICING, PROGRAMS, AND FINANCIAL PLANNING & ANALYSIS. BUDGET TO ACTUAL REPORTS ARE REVIEWED REGULARLY BY PROGRAM FINANCE AND PROGRAM TEAM MEMBERS TO MONITOR PERFORMANCE. IN ADDITION, SENIOR MANAGEMENT REVIEWS ARE HELD QUARTERLY. THE BUDGET AND FINANCE COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS THE ANNUAL OPERATING AND CAPITAL BUDGETS, REVIEWS IMPLEMENTATION OF OPERATING PLANS AND CAPITAL PROJECTS, OVERSEES BUDGETING AND INTERNAL FINANCIAL REPORTING SYSTEMS AND PROCEDURES, AND REGULARLY MEETS WITH STAFF TO REVIEW THE FINANCIAL RESULTS AND OTHER FINANCIAL MANAGEMENT REPORTS AND PROVIDE STAFF WITH GUIDANCE AS NECESSARY. PAYMENTS/CASH RECEIPTS: FOR REIMBURSEMENTS AND DISBURSEMENTS RELATING TO GRANTS APPROPRIATE SUPPORTING DOCUMENTATION IS REQUIRED. ALL ACTIVITIES AND COSTS ARE PERFORMED UNDER THE AUSPICES OF AND ARE CONTROLLED BY THE PROGRAM AND/OR ADMINISTRATION DIRECTORS (CFO, GRANTS AND CONTRACTS, LEGAL COUNSEL, ADMINISTRATIVE SERVICES) WHO ENSURE THAT THE TASKS PERFORMED ARE RELATED TO ALLOWABLE AND SPONSOR-APPROVED ACTIVITIES. COSTS ARE REVIEWED AND APPROVED BY PROGRAM DIRECTORS, WITH ADDITIONAL OVERSIGHT BY THE FINANCE DEPARTMENT. SEVIS: IIE ALSO UTILIZIES THE STUDENT AND EXCHANGE VISITOR PROGRAM (SEVP) WHICH SERVES AS THE BRIDGE FOR VARIOUS GOVERNMENT ORGANIZATIONS THAT HAVE AN INTEREST IN INFORMATION ON FOREIGN STUDENTS. SEVP USES WEB-BASED TECHNOLOGY, THE STUDENT AND EXCHANGE VISITOR INFORMATION SYSTEM (SEVIS), TO TRACK AND MONITOR SCHOOLS AND PROGRAMS, STUDENTS, EXCHANGE VISITORS AND THEIR DEPENDENTS THROUGHOUT THE DURATION OF APPROVED PARTICIPATION WITHIN THE U.S. EDUCATION SYSTEM.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
DR ALLAN E GOODMAN
CHIEF EXECUTIVE OFFICER/TRUSTEE$598,175$0$130,500$0$73,499$0$39,600$0$13,225$0$854,999$0$0$0
MR JASON CZYZ
CO-PRESIDENT$480,600$0$182,000$0$25,824$0$37,400$0$0$0$725,824$0$0$0
MS A SARAH HOLLINGER
CO-PRESIDENT$470,325$0$107,000$0$25,724$0$39,600$0$13,375$0$656,024$0$0$0
MS COURTNEY TEMPLE
EVP, CHIEF ADMIN OFFICER$327,200$0$122,600$0$1,604$0$32,780$0$600$0$484,784$0$0$0
MS EDITH CECIL
SVP, PROGRAM MGMT GOV$291,400$0$70,100$0$35,628$0$36,600$0$8,100$0$441,828$0$0$0
MR PETER YOUNG
SVP, CHIEF TECHNOLOGY OFFICER$294,535$0$75,000$0$26,645$0$22,875$0$10,200$0$429,255$0$0$0
MR JONAH MURPHY-KOKODYNIAK
SVP, PROGRAM DEVELOPMENT$270,265$0$67,400$0$23,507$0$36,557$0$11,875$0$409,604$0$0$0
MS NINA SMITH
SVP, CHIEF PHILANTHROPY OFFICER$280,044$0$67,900$0$23,490$0$23,400$0$9,456$0$404,290$0$0$0
MS AMY EAPPEN
SVP, CHIEF FINANCIAL OFFICER$256,717$0$65,200$0$23,792$0$35,316$0$17,610$0$398,635$0$0$0
MR JAMES BROWN
SR. DIRECTOR, IT INFRASTRUCTURE$213,942$0$5,000$0$1,056$0$25,961$0$2,400$0$248,359$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 7FormAndLineReferenceDesc
ExplanationEXECUTIVE BONUSES ARE DETERMINED BASED ON A COMBINATION OF ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE. ORGANIZATIONAL PERFORMANCE RATING IS RECOMMENDED BY THE EXECUTIVE TEAM AS A WHOLE AND APPROVED BY THE COMPENSATION HUMAN RESOURCES COMMITTEE. INDIVIDUAL PERFORMANCE RATING IS RECOMMENDED BY THE INDIVIDUAL EXECUTIVE'S MANAGER.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE ORGANIZATION'S AUDIT COMMITTEE REVIEWS THE FINAL FORM 990 AND MAKES SUGGESTIONS. THE FINAL FORM 990 IS THEN DISTRIBUTED TO THE FULL BOARD OF TRUSTEES BEFORE FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO ALL OFFICERS, TRUSTEES AND EMPLOYEES. UPDATED ANNUAL DISCLOSURES ARE REQUIRED FROM EACH RECIPIENT. THIS PROCESS IS MONITORED BY HUMAN RESOURCES (FOR EMPLOYEES) AND THE LEGAL DEPT./SECRETARY OF THE BOARD (FOR TRUSTEES AND OFFICERS).
FORM 990, PART VI, SECTION B, LINE 15THE COMPENSATION AND HUMAN RESOURCES COMMITTEE OF THE BOARD ANNUALLY REVIEWS THE COMPENSATION FOR THE INSTITUTE'S SENIOR EXECUTIVES. THE COMMITTEE BASES ITS REVIEW, IN PART, ON COMPARABLE DATA OBTAINED FROM AN OUTSIDE, INDEPENDENT CONSULTANT, WHICH IS UPDATED FROM TIME TO TIME. THE COMMITTEE REVIEWS AND APPROVES THE ANNUAL SALARY, INCENTIVE COMPENSATION, AND ANY OTHER BENEFITS ("EXECUTIVE COMPENSATION") OF THE SENIOR EXECUTIVES, AND SO ADVISES THE EXECUTIVE COMMITTEE OF THE BOARD. THE COMMITTEE REVIEWS AND RECOMMENDS TO THE EXECUTIVE COMMITTEE FOR ITS APPROVAL THE EXECUTIVE COMPENSATION OF THE CEO/PRESIDENT, AS APPLICABLE. THE EXECUTIVE COMMITTEE THEN ADVISES THE BOARD OF ITS DETERMINATION. THE COMPENSATION DATA REPORTED IN THIS FORM 990 IS FOR THE PERIOD JANUARY 2023 THROUGH DECEMBER 2023.
FORM 990, PART VI, SECTION C, LINE 19THE FINANCIAL STATEMENTS ARE PUBLICLY AVAILABLE. GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST.
FORM 990, PART VII - AVERAGE HOURS:THE AVERAGE HOURS PER WEEK ARE BASED UPON ESTIMATES. ACTUAL HOURS INCURRED MAY FLUCTUATE THROUGHOUT THE YEAR.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCd
IIE NETWORKS LLC
1 WORLD TRADE CTR FL 36NEW YORKNY100070090465009643HOLDING CODE$0$50,000IIE
IIE OVERSEAS LLC
834178554HOLDING CODE$0$0IIETVERSKOY BULEVAR 14 BLDG 1MOSCOWRS125009

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1CHARITABLE REMAINDER TRUST (1)BusinessNameLine1Txt
FieldValueIRS element (for citing)
Primary ActivitiesEDUCATION GRANTSPrimaryActivitiesTxt
Legal Domicile StateTXLegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1IIEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Entity TypeTEntityTypeTxt
Controlled OrganizationYes (1)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd