2021-05-15T08:17:59-05:00 2020-06-30 113518842 MARKS PANETH LLP 685 THIRD AVENUE NEW YORK NY 10017 990 2019-07-01 131624048 INTERNATIONAL HOUSE INTE 2123168434 500 RIVERSIDE DRIVE NEW YORK NY 100273916 SEBASTIAN FRIES PRESIDENT 2123168434 2021-05-14 1 MAGDALENA M CZERNIAWSKI P00535099 2125038800 2021-05-14 2019 2022-09-23 18:48:47Z SEBASTIAN FRIES 500 RIVERSIDE DRIVE NEW YORK NY 100273916 39681514 0 X WWW.IHOUSE-NYC.ORG X 1924 NY THE MISSION OF INTERNATIONAL HOUSE IS TO ENABLE SELECTED UNIVERSITY STUDENTS, FELLOWS, FACULTY, AND INTERNS FROM COUNTRIES AROUND THE WORLD AND THE UNITED STATES TO LIVE AND LEARN TOGETHER IN A CHALLENGING AND SUPPORTIVE RESIDENTIAL COMMUNITY IN NEW YORK CITY THAT BUILDS LIFE-LONG QUALITIES OF LEADERSHIP, RESPECT, EMPATHY, AND MORAL COURAGE AMONG INDIVIDUALS OF ALL NATIONS AND BACKGROUNDS. THIS INDEPENDENT, NON-PROFIT, MEMBERSHIP ORGANIZATION ACHIEVES ITS MISSION BY DAILY INTERACTION AMONG ITS RESIDENTS AND OTHER MEMBERS THROUGH PROGRAMS, FACILITIES, AND RESIDENTIAL LIFE DESIGNED TO FOSTER DIVERSITY OF THOUGHT AND EXPERIENCE, AND TO PREPARE OUR RESIDENTS AS ALUMNI TO MEET THE CHALLENGES OF AN INTERDEPENDENT WORLD. 36 36 89 43 0 0 6483369 2126022 13953568 10327966 3775579 2958943 44141 20900 24256657 15433831 661175 671342 0 0 6992288 7507591 0 0 687951 9664960 8626567 17318423 16805500 6938234 -1371669 102171602 96584525 2858178 2270840 99313424 94313685 X THE MISSION OF INTERNATIONAL HOUSE IS TO ENABLE SELECTED UNIVERSITY STUDENTS, FELLOWS, FACULTY, AND INTERNS FROM COUNTRIES AROUND THE WORLD AND THE UNITED STATES TO LIVE AND LEARN TOGETHER IN A CHALLENGING AND SUPPORTIVE RESIDENTIAL COMMUNITY IN NEW YORK CITY THAT BUILDS LIFE-LONG QUALITIES OF LEADERSHIP, RESPECT, EMPATHY, AND MORAL COURAGE AMONG INDIVIDUALS OF ALL NATIONS AND BACKGROUNDS. THIS INDEPENDENT, NON-PROFIT, MEMBERSHIP ORGANIZATION ACHIEVES ITS MISSION BY DAILY INTERACTION AMONG ITS RESIDENTS AND OTHER MEMBERS THROUGH PROGRAMS, FACILITIES, AND RESIDENTIAL LIFE DESIGNED TO FOSTER DIVERSITY OF THOUGHT AND EXPERIENCE, AND TO PREPARE OUR RESIDENTS AS ALUMNI TO MEET THE CHALLENGES OF AN INTERDEPENDENT WORLD. 0 0 9015964 8552391 INTERNATIONAL HOUSE IS A RESIDENTIAL AND PROGRAMMATIC COMMUNITY DEVOTED TO THE MISSION OF PROMOTING CROSS-CULTURAL UNDERSTANDING FOR 750-900 CAREFULLY SELECTED INTERNATIONAL AND AMERICAN UNIVERSITY STUDENTS FROM OVER 100 COUNTRIES. THE RESIDENT MEMBERS STUDY OR TRAIN AT OVER 60 NYC-AREA INSTITUTIONS IN A WIDE RANGE OF DISCIPLINES. IN ADDITION, OVER 400 NON-RESIDENT, AFFILIATE AND ALUMNI MEMBERS PARTICIPATE IN I. HOUSE EVENTS AND PROGRAMS DESIGNED TO ACHIEVE THE MISSION. 2225176 671342 20900 INTERNATIONAL HOUSE OFFERS EDUCATION, SOCIAL, CULTURAL AND HEALTH PROGRAMMING AND LEADERSHIP TRAINING TO PROMOTE CROSS-CULTURAL UNDERSTANDING, INCLUDING ORIENTATION AND TRAINING PROGRAMS, WOMEN INTERNATIONAL LEADERSHIP PROGRAM, INTERNATIONAL LEADERS PROGRAM, DISTINGUISHED SPEAKER PROGRAMS (MARSHALL VISITOR, DAVID ROCKEFELLER INTERNATIONAL VISITOR, J J MCCLOY VISITOR, PATRICIA M CLOHERTY VISITOR, JOHN C WHITEHEAD CORPORATE SERIES, LEADERSHIP IN THE ARTS, INTERNATIONAL FORUM), LANGUAGE EXCHANGE PROGRAMS, FALL FIESTA AND ALL NATIONS CELEBRATION. BALLS AND DANCING ACTIVITIES, COMMUNITY WEEKENDS, MEET YOUR TRUSTEES, RESIDENT RECITALS, SALON NIGHTS, ROUNDTABLES, SUNDAY SUPPERS, IH TUTORIAL PROGRAM, WALK ON WALL STREET, ALUMNI PROFESSIONAL INTEREST MEETINGS, ETC. (APPROX. 25 CATEGORIES OF PROGRAMS). 1890843 1775575 INTERNATIONAL HOUSE OFFERS PROGRAMMATIC FACILITIES AND AUXILIARY SERVICES. THEY INCLUDE PROGRAMS & RESIDENT LIFE OFFICE, RESIDENT SUUPORT SERVICES INCLUDING COUNSELING, CRISIS INTERVENTION AND REFERRALS, FITNESS CENTER, GYMNASIUM, AUDITORIUM, PUB, STUDY CENTER, MUSIC PRACTICE ROOMS (8), COMPUTER LAB, TV LOUNGES (2), SPECIAL EVENTS AND PROGRAMMATIC ROOMS (7), GUEST FACILITIES (11), STORAGE FACILITIES, BIKE ROOM, VARIOUS FLOOR LOUNGES (16), DINING SERVICE, MAIL SERVICE, LAUNDRY SERVICE, VENDING, PHONE, INTERNET. 13131983 1 1 0 0 0 0 0 1 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 83 0 1 89 1 0 0 0 0 0 0 0 0 0 0 0 0 X 36 36 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NY X SEBASTIAN FRIES PRESIDENT 2123168434 500 RIVERSIDE DRIVE NEW YORK NY 10027 ADAM QUINTON TRUSTEE 1.00 X 0 0 0 ANDREW H DARRELL TRUSTEE 1.00 X 0 0 0 BARBARA G HEYMAN TRUSTEE 1.00 X 0 0 0 BEI LING TRUSTEE 1.00 X 0 0 0 BRIAN H POLOVOY TRUSTEE 1.00 X 0 0 0 DARREN FOGEL TRUSTEE (OUTGOING) 1.00 X 0 0 0 FAREED ZAKARIA TRUSTEE 1.00 X 0 0 0 FRANK G WISNER CHAIR 2.00 X X 0 0 0 HARVEY KIPNIS TRUSTEE 1.00 X 0 0 0 J KEVIN MCCARTHY TRUSTEE 1.00 X 0 0 0 JOAN R GREGORY TRUSTEE 1.00 X 0 0 0 JODI LEBLANC TRUSTEE 1.00 X 0 0 0 KAREN E SUTTON TRUSTEE 1.00 X 0 0 0 KATHLEEN BURNS TRUSTEE 1.00 X 0 0 0 KATHLEEN DILL TRUSTEE 1.00 X 0 0 0 KATSURAO YOSHIMORI TRUSTEE (OUTGOING) 1.00 X 0 0 0 KENNETH M KRAMER SECRETARY 2.00 X X 0 0 0 KEVIN DANEHY TRUSTEE 1.00 X 0 0 0 LAUREN C STATES TRUSTEE 1.00 X 0 0 0 LEAH RUSH CANN TRUSTEE 1.00 X 0 0 0 MARIANNE TESLER TRUSTEE 1.00 X 0 0 0 MIKIO HAZUMI TRUSTEE (OUTGOING) 1.00 X 0 0 0 MONA ABOELNAGA KANAAN TRUSTEE 1.00 X 0 0 0 PAUL D DOWNS TRUSTEE 1.00 X 0 0 0 PETER M O'NEILL CHAIR OF EXE. COMM. 2.00 X X 0 0 0 ROSS C YOUNGMAN TRUSTEE 1.00 X 0 0 0 ROY SALAME TRUSTEE 1.00 X 0 0 0 SHARDA CHERWOO TRUSTEE 1.00 X 0 0 0 SHUBH SAUMYA TRUSTEE 1.00 X 0 0 0 SUSAN L STUPIN TRUSTEE 1.00 X 0 0 0 THOMAS P HIRSCHFELD TREASURER 2.00 X X 0 0 0 WILLIAM D RUECKERT TRUSTEE 1.00 X 0 0 0 YUQIANG XIAO TRUSTEE 1.00 X 0 0 0 CALVIN SIMS PRESIDENT & CEO 40.00 X 358075 0 166910 DEEPAK BUTANI V.P. FINANCE AND OPERATIONS 40.00 X 169387 0 55055 EMILY WAKELING VP OF DEVELOPMENTS 40.00 X 169945 0 68629 HERIBERTO ALTIERI DIRECTOR OF INFORMATION SECURITY 40.00 X 111408 0 24254 LAWRENCE M PALFINI VP OF FACILITIES MGT. 40.00 X 223656 0 67960 SHARON LA CRUISE VP ADMISSIONS & PROGRAMS 40.00 X 154222 0 27077 VINCENT M MELITO DIRECTOR, FACILITIES 40.00 X 185737 0 70000 1372430 0 479885 10 0 1 0 ROBERT AM STERN ARCHITECTS ONE PARK AVENUE NEW YORK NY 10016 ARCHITECT 1259983 ELISE G LIEBOWITZ ESQ 1325 AVENUE OF AMERICAS 27TH FLOOR NEW YORK NY 10019 CONSULTING FEES 151100 THOMAS CARLEY 317 W 99TH STREET 4B NEW YORK NY 10025 PRESIDENT OFF. CONS. 125000 YOUR PART TIME CONTROLLER LLC 1350 BROADWAY SUITE 1710 NEW YORK NY 10018 TEMPORARY STAFF 103015 4 2126022 33066 2126022 RESIDENCE INCOME 611710 8552391 8552391 AUXILIARY SERVICES 611710 1775575 1775575 10327966 797355 797355 26409271 24247683 2161588 2161588 2161588 MISCELLANEOUS 611710 20900 20900 20900 15433831 10348866 0 2958943 671342 671342 636968 636968 119121 119121 4944169 3607826 883905 452438 385426 286747 72000 26679 941589 678702 199741 63146 480318 331745 117707 30866 13275 13275 184940 184940 363183 54820 308363 278852 154834 42142 81876 280025 280025 1835742 1832397 3345 2643480 2643480 265357 265357 SALES TAX 10155 10155 FOOD AND LABOR COSTS 1741740 1741740 RESIDENT PROGRAMMING 672174 667484 4290 400 STAFF DEVELOPMENT 107190 49596 55911 1683 230454 135758 63833 30863 16805500 13131983 2985566 687951 2300 2300 4994685 3888498 156907 364705 11653 10827 11042 72605 357635 91782813 50563601 38709905 41219212 40150226 37050628 17127105 13666885 582337 376672 102171602 96584525 741220 643540 1640474 362400 1264900 476484 0 2858178 2270840 X 76044785 71811972 23268639 22501713 99313424 94313685 102171602 96584525 X -1371669 -3637608 9538 X X 0 1 X 1 0 X 3168209 2622184 4809735 6483369 2126022 19209519 3168209 2622184 4809735 6483369 2126022 19209519 8459011 10750508 944486 535718 1009831 808628 797355 4096018 75693 114180 77000 185185 20900 472958 23778495 63246476 0.45210 0.46670 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS INCOME FROM FUNDRAISING EVENTS - 2015 AMOUNT: $ 73,800. 2016 AMOUNT: $ 113,160. 2017 AMOUNT: $ 77,000. 2018 AMOUNT: $ 185,185. MISCELLANEOUS INCOME - 2015 AMOUNT: $ 1,893. 2016 AMOUNT: $ 1,020. 2019 AMOUNT: $ 20,900. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 58997 X X X 0 36657357 142002 -637121 2650000 33512238 36969652 40078 741718 1094091 36657357 33944464 15200 4294409 1286421 36969652 31177992 508238 3667636 1409402 33944464 32639811 534904 -1493223 503500 31177992 0.53450 0.29960 0.16590 0 0 7675000 7675000 69202067 42987612 26214455 9399462 7575989 1823473 5506284 5506284 41219212 LIMITED PARTNERSHIPS 13666885 F 13666885 X 11561756 -3637608 -49527 -3687135 15248891 184940 184940 15433831 16620560 0 16620560 184940 184940 16805500 PART III, LINE 4: ART PIECES RECEIVED AS GIFTS OR PURCHASED BY INTERNATIONAL HOUSE ARE TO PROMOTE THE MISSION OF THE INSTITUTION BY REINFORCING THE CULTURAL SIGNIFICANCE OF DIVERSE ART AND REFLECTING THE HISTORY OF THE INSTITUTION AND ITS FOUNDERS AND ALUMNI. PART V, LINE 4: EARNINGS FROM ENDOWED FUNDS ARE USED TO SUPPORT MISSION PROGRAMMING AND SCHOLARSHIPS AND FELLOWSHIPS FOR RESIDENTS. PART X, LINE 2: INTERNATIONAL HOUSE BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2020 AND 2019, IN ACCORDANCE WITH ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740, "INCOME TAXES," WHICH PROVIDES STANDARDS FOR ESTABLISHING AND CLASSIFYING ANY TAX PROVISIONS FOR UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: PENSION RELATED CHANGES OTHER THAN NET PERIODIC PENSION COSTS -49,527. 1 DAVIS UNITED WORLD COLLEGE FUND - AWARDS RESIDENTS WHO ARE ALUMNI OF THE DAVIS WORLD COLLEGE SCHOLAR PROGRAM 2 20000 FMV CREDIT TO ROOM FEES DODGE FOUNDATION FUND - AWARDS GRANTED TO RESIDENTS FROM THE MIDDLE EAST 8 25812 FMV CREDIT TO ROOM FEES EMERGENCY COVID FUND - AWARDS RESIDENTS EMERGENCY FUNDS TO ASSIST WITH RELOCATING DUE TO COVID-19 123 129255 FMV CREDIT TO ROOM FEES GENERAL RESIDENT FUND- AWARDS GRANTED TO NEW AND RETURNING RESIDENTS 197 437200 FMV CREDIT TO ROOM FEES TOYOTA FUND - AWARDS TO RESIDENTS FROM JAPAN AND/OR RESIDENTS STUDYING A TECHNICAL FIELD 31 48950 FMV CREDIT TO ROOM FEES WELCOME FUND AWARDS GRANTED TO NEW AND RETURNING RESIDENTS FROM A COUNTRY EXPERIENCING CONFLICT 7 10125 FMV CREDIT TO ROOM FEES PART I, LINE 2: THE ADMISSIONS OFFICE MAINTAINS RECORDS SUBSTANTIATING THE SELECTION CRITERIA AND AMOUNT OF GRANT AWARDS. GRANTS ARE AWARDED BASED ON FINANCIAL NEED OR SPECIFIC REQUIREMENTS OF THE GRANT. RECIPIENTS ARE REQUIRED TO SUBMIT A WRITTEN REPORT AT THE END OF THE YEAR DESCRIBING THEIR ACADEMIC PROGRESS, INTERNATIONAL HOUSE EXPERIENCE AND HOW THE FINANCIAL ASSISTANCE HAS HELPED THEM. X 1 1 X X 1 0 0 0 0 0 0 1 0 CALVIN SIMS PRESIDENT & CEO 358075 0 0 0 0 0 18019 0 148891 0 524985 0 0 0 DEEPAK BUTANI V.P. FINANCE AND OPERATIONS 159387 0 10000 0 0 0 11359 0 43696 0 224442 0 0 0 EMILY WAKELING VP OF DEVELOPMENTS 104889 0 0 0 65056 0 11640 0 56989 0 238574 0 0 0 LAWRENCE M PALFINI VP OF FACILITIES MGT. 208656 0 15000 0 0 0 13479 0 54481 0 291616 0 0 0 SHARON LA CRUISE VP ADMISSIONS & PROGRAMS 144222 0 10000 0 0 0 10244 0 16833 0 181299 0 0 0 VINCENT M MELITO DIRECTOR, FACILITIES 175737 0 10000 0 0 0 12224 0 57776 0 255737 0 0 0 PART I, LINE 1A THE PRESIDENT & CEO IS REQUIRED TO LIVE IN THE RESIDENT COMMUNITY TO PROVIDE 24 HOUR ON CALL SERVICES, ATTEND PROGRAMMING AND CARRY OUT MISSION DELIVERY ACTIVITIES AND SUPERVISION, THUS HOUSING ON THE PREMISES IS PROVIDED TO THIS INDIVIDUAL. THE ESTIMATED FAIR VALUE OF THE NONTAXABLE HOUSING BENEFITS PROVIDED TO THE PRESIDENT & CEO AMOUNTED TO $86,000 FOR THE YEAR ENDED JUNE 30, 2020 AND ARE INCLUDED IN SCHEDULE J, PART II, COLUMN D. PART I, LINE 4A EMILY WAKELING RECEIVED A SEVERANCE PAYMENT OF $65,056 AND IT IS REPORTED IN COLUMN B(III). PART I, LINE 7 ORGANIZATION PROVIDED MERIT BASED REMUNERATION TO KEY EMPLOYEES. FRANCES S CUNEO FAMILY OF FORMER BOARD MEMBER 119121 FRANCES S. CUNEO IS THE WIFE OF DONALD CUNEO, FORMER PRESIDENT AND WAS COMPENSATED PART OF HIS RETIREMENT BENEFITS AFTER HIS DEATH. 0 X 2 33066 FMV 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY INDEPENDENT AUDITORS AND WAS REVIEWED AND CIRCULATED TO THE BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND SENIOR STAFF ARE REQUIRED TO ANNUALLY SIGN A CONFLICT OF INTEREST FORM. BASED ON THE RESPONSES ON THIS FORM AND OTHER KNOWN AFFILIATIONS, THE BOARD AUDIT COMMITTEE IS CHARGED TO MAKE A DETERMINATION ON THE POSSIBILITY OF A CONFLICT OF INTEREST. ANY BOARD MEMBER OR SENIOR STAFF WHO IS FOUND TO HAVE A CONFLICT OF INTEREST IS ASKED TO RECUSE FROM ANY DISCUSSION OR VOTING ON MATTERS WHERE A CONFLICT IS ESTABLISHED. FORM 990, PART VI, SECTION C, LINE 19 THE COMPLETE AUDITED FINANCIAL STATEMENTS ARE FILED WITH THE NY STATE CHARITIES BUREAU AND ARE OPEN TO PUBLIC INSPECTION, INCLUDING THE FORM 990 AND ALL REQUIRED SCHEDULES. IN ADDITION, THE COMPLETE AUDITED FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: PENSION RELATED CHANGES OTHER THAN NET PERIODIC PENSION COSTS 59,065. OTHER COMPONENTS OF NET PERIODIC PENSION COST -49,527. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.