INTERNATIONAL INSTITUTE FOR STRATEGIC STUDIES-U S: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
INTERNATIONAL INSTITUTE FOR STRATEGIC STUDIES-U S (EIN 52-2335215)
Tax period
2017-10-01 to 2018-09-30
Filed
2019-05-01
IRS object ID
201931219349300728
Schema version
2017v2.3
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)
Return2019-05-01T09:50:47-05:00ReturnTs
Tax Period End2018-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521392008PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GELMAN ROSENBERG & FREEDMANBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14550 MONTGOMERY AVE SUITE 650NAddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP208142930ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN522335215EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INTERNATIONAL INSTITUTE FOR STRATEGICBusinessNameLine1Txt
Business Name Line2STUDIES - USBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlINTEBusinessNameControlTxt
Phone2026591490PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12121 K STREET NW NO 801AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20037ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARK FITZPATRICKPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone2026591490PhoneNum
Signature2019-05-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer Person0PreparerPersonNm
PTINP00366995PTIN
Phone3019519090PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address75.103.231.202IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-01IPDt
IP Tm10:50:41IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdBA01EF05359EEEF2BC06DAE037FEB04E1AD6E1A3AtSubmissionCreationDeviceId
At Submission Filing Device Id5E0860A9D8A9C59B151EC8CCA8566852D0CFA5CEAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1IISS-AMERICASBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerMARK FITZPATRICKPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12121 K STREET NW NO 801AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20037ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$750,251GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.IISS.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2001FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionSEE PART III, LINE 1.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent2VotingMembersIndependentCnt
Total Employee9TotalEmployeeCnt
Total Volunteers12TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$3,367NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,038,546PYContributionsGrantsAmt
CY Contributions Grants$750,001CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$250CYOtherRevenueAmt
PY Total Revenue$1,038,546PYTotalRevenueAmt
CY Total Revenue$750,251CYTotalRevenueAmt
PY Grants And Similar Paid$40,997PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$616,816PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$497,182CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$73,020CYTotalFundraisingExpenseAmt
PY Other Expenses$401,508PYOtherExpensesAmt
CY Other Expenses$359,500CYOtherExpensesAmt
PY Total Expenses$1,059,321PYTotalExpensesAmt
CY Total Expenses$856,682CYTotalExpensesAmt
PY Revenues Less Expenses-$20,775PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$106,431CYRevenuesLessExpensesAmt
Total Assets BOY$220,276TotalAssetsBOYAmt
Total Assets EOY$165,325TotalAssetsEOYAmt
Total Liabilities BOY$67,141TotalLiabilitiesBOYAmt
Total Liabilities EOY$118,621TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$153,135NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$46,704NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO PROVIDE ACCURATE, OBJECTIVE INFORMATION AND ANALYSIS ON INTERNATIONAL STRATEGIC ISSUES FOR LEGISLATORS, DIPLOMATS, FOREIGN AFFAIRS ANALYSTS, INTERNATIONAL BUSINESS LEADERS, ECONOMISTS, THE MILITARY, DEFENSE COMMENTATORS, JOURNALISTS, ACADEMICS AND THE PUBLIC. THE INSTITUTE IS INDEPENDENT AND OWES NO ALLEGIANCE TO ANY GOVERNMENT, OR TO ANY POLITICAL OR OTHER ORGANIZATION.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$705,295ExpenseAmt
DescROUNDTABLES AND PRESS EVENTS: PUBLIC EVENTS, DISCUSSION ROUNDTABLES, GOVERNMENT AND CORPORATE BRIEFINGS ON A VARIETY OF INTERNATIONAL SECURITY ISSUES INCLUDING REGIONAL POLITICAL AND SECURITY ISSUES IN ASIA, EUROPE AND THE MIDDLE EAST, CYBERSECURITY, AND MILITARY AND DEFENSE POLICY.Desc
Total Program Service Expenses$705,295TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
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 With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee9EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
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
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member2IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
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 CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARK FITZPATRICKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2026591490PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12121 K STREET NW NO 801AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20037ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
JOHN CHIPMAN SEE SCH O
CHAIRMAN1.0039.00Yes (X)Yes (X)$0$659,158$93,774
THOMAS W SEAMAN
TREASURER1.001.00Yes (X)Yes (X)$0$0$0
FLEUR DE VILLIERS
DIRECTOR1.001.00Yes (X)$0$0$0
SALLY TAYLOR SEE SCH O
DIRECTOR1.0039.00Yes (X)$0$101,980$10,721
MARK FITZPATRICK
EXECUTIVE DIRECTOR/SECRETARY20.0020.00Yes (X)Yes (X)$260,000$0$11,196
LEIGH MORRIS SLOANE
MANAGING DIRECTOR40.000.00$120,000$0$4,800Yes (X)
MICHAEL ELLEMAN
SENIOR FELLOW40.000.00$136,667$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$516,667TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$761,138TotReportableCompRltdOrgAmt
Total Other Compensation$120,491TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K3IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Related Organizations$585,049RelatedOrganizationsAmt
All Other Contributions$164,952AllOtherContributionsAmt
Total Contributions$750,001TotalContributionsAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$250TotalRevenueColumnAmt
Exclusion$250ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$250OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$750,251TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$250ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$80,947TotalAmt
Program Services$72,852ProgramServicesAmt
Management And General$8,095ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$211,559TotalAmt
Program Services$150,666ProgramServicesAmt
Management And General$16,741ManagementAndGeneralAmt
Fundraising$44,152FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$35,474TotalAmt
Program Services$30,635ProgramServicesAmt
Management And General$3,404ManagementAndGeneralAmt
Fundraising$1,435FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$127,177TotalAmt
Program Services$114,459ProgramServicesAmt
Management And General$12,718ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$42,025TotalAmt
Program Services$35,493ProgramServicesAmt
Management And General$3,944ManagementAndGeneralAmt
Fundraising$2,588FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$8,379TotalAmt
Program Services$7,541ProgramServicesAmt
Management And General$838ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$35,192TotalAmt
Program Services$31,673ProgramServicesAmt
Management And General$3,519ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$43,949TotalAmt
Program Services$36,385ProgramServicesAmt
Management And General$4,042ManagementAndGeneralAmt
Fundraising$3,522FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$31,237TotalAmt
Program Services$28,113ProgramServicesAmt
Management And General$3,124ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$143,386TotalAmt
Program Services$129,047ProgramServicesAmt
Management And General$14,339ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$26,349TotalAmt
Program Services$18,622ProgramServicesAmt
Management And General$2,069ManagementAndGeneralAmt
Fundraising$5,658FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$38,300TotalAmt
Program Services$20,419ProgramServicesAmt
Management And General$2,269ManagementAndGeneralAmt
Fundraising$15,612FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$21,749TotalAmt
Program Services$19,574ProgramServicesAmt
Management And General$2,175ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$8,736TotalAmt
Program Services$7,863ProgramServicesAmt
Management And General$873ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
MISCELLANEOUS$1,589$1,382$154$53
FOREIGN EXCHANGE$634$571$63

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$856,682TotalAmt
Program Services$705,295ProgramServicesAmt
Management And General$78,367ManagementAndGeneralAmt
Fundraising$73,020FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$246BOYAmt
EOY$215EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$111,758BOYAmt
EOY$62,012EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$65,943BOYAmt
EOY$26,937EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$13,278BOYAmt
EOY$20,297EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$604,603LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$548,739LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$29,051BOYAmt
EOY$55,864EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$220,276BOYAmt
EOY$165,325EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$67,141BOYAmt
EOY$118,621EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$67,141BOYAmt
EOY$118,621EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$153,135BOYAmt
EOY$46,704EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$153,135BOYAmt
EOY$46,704EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$220,276BOYAmt
EOY$165,325EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$106,431ReconcilationRevenueExpnssAmt
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)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit Committee0AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
IRS Written DeterminationYes (X)IRSWrittenDeterminationInd
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1IISS-UKBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN980427233EIN
Organization Type7OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$856,682SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$856,682SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS DeterminationYes (1)SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized USYes (1)SupportedOrgNotOrganizedUSInd
Control Deciding Grnt Frgn OrgYes (1)ControlDecidingGrntFrgnOrgInd
Support Foreign Org No DetermYes (1)SupportForeignOrgNoDetermInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, SECTION A, LINE 2:IISS-AMERICAS SUPPORTS IISS-UK, A FOREIGN PUBLIC CHARITY EQUIVALENT.
PART IV, SECTION A, LINE 4C:IISS-UK IS A CHARITY REGISTERED WITH THE UNITED KINGDOM CHARITIES COMMISSION (NO. 206504), AND AS SUCH MUST OPERATE SOLELY IN LINE WITH ITS CHARITABLE OBJECTIVES AS OUTLINED IN ITS GOVERNING DOCUMENTS.
PART IV, SECTION A, LINE 4B:THE BOARD OF DIRECTORS OF IISS-AMERICAS HAS ULTIMATE CONTROL AND DISCRETION IN DECIDING WHETHER TO MAKE GRANTS TO IISS-UK.

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$48,610OtherCostOrOtherBasisAmt
Depreciation$48,610DepreciationAmt
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$555,993OtherCostOrOtherBasisAmt
Depreciation$500,129DepreciationAmt
Book Value$55,864BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$55,864TotalBookValueLandBuildingsAmt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
MIDDLE EAST AND NORTH AFRICA10RESEARCH RELATED STAFF TIME, TRAVEL, AND SUBSISTENCE EXPENSES$28,755
EUROPE10RESEARCH RELATED ACCOMODATION, SUBSISTENCE AND TRAVEL EXPENSES$2,381
NORTH AMERICA00RESEARCH RELATED FLIGHTS, ACCOMODATION, SUBSISTENCE AND TRAVEL EXPENSES$982
SOUTH AMERICA00RESEARCH RELATED TRAVEL EXPENSES$3,020
EAST ASIA AND THE PACIFIC00RESEARCH RELATED TRAVEL EXPENSES$3,090
FieldValueIRS element (for citing)
Subtotal Offices2SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office2TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$38,228SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$38,228TotalSpentAmt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
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 (2 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
JOHN CHIPMAN SEE SCH O
CHAIRMAN$0$535,396$0$123,762$0$0$0$69,601$0$24,173$0$752,932$0$0
MARK FITZPATRICK
EXECUTIVE DIRECTOR/SECRETARY$255,000$0$5,000$0$0$0$10,200$0$996$0$271,196$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 3THE EXECUTIVE DIRECTOR'S COMPENSATION IS ESTABLISHED BY A RELATED ORGANIZATION, THE INTERNATIONAL INSTITUTE FOR STRATEGIC STUDIES (IISS), USING THE FOLLOWING METHODS: -COMPENSATION COMMITTEE -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
PART I, LINE 7BONUS COMPENSATION IS REFLECTED IN PART II, COLUMN (B)(II).

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6IISS-AMERICAS HAS ONE MEMBER, THE INTERNATIONAL INSTITUTE FOR STRATEGIC STUDIES.
FORM 990, PART VI, SECTION A, LINE 7ADIRECTORS ARE NOMINATED BY THE MEMBER.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY SENIOR MANAGEMENT. A COPY WAS SENT TO THE BOARD PRIOR TO FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CTHE OFFICERS ARE REQUIRED TO COMPLETE THE CONFLICT OF INTEREST DECLARATION EACH YEAR. ANY POSSIBLE CONFLICT OF INTEREST ARE DISCLOSED BY THE PERSON OR PERSONS CONCERNED. WHEN A CONFLICT OF INTEREST IS RELEVANT TO A MATTER REQUIRING ACTION BY THE BOARD, THE INTERESTED PARTY CALLS IT TO THE ATTENTION OF THE BOARD AND DOES NOT VOTE ON THE MATTER. IN ADDITION, THE PERSON DOES NOT PARTICIPATE IN THE FINAL DECISION OR RELATED DELIBERATION REGARDING THE MATTER UNDER CONSIDERATION. WHEN THERE IS A DOUBT AS TO WHETHER A CONFLICT EXISTS, THE MATTER IS BE RESOLVED BY VOTE OF THE BOARD OF TRUSTEES, EXCLUDING THE PERSON CONCERNED. THE OFFICIAL MINUTES OF THE BOARD REFLECT THAT THE CONFLICT OF INTEREST WAS DISCLOSED AND THE INTERESTED PERSON DID NOT PARTICIPATE IN THE FINAL DISCUSSION AND DID NOT VOTE ON THE MATTER.
FORM 990, PART VI, SECTION B, LINE 15THE IISS BOARD PERFORMS THE COMPENSATION REVIEW FOR THE TOP MANAGEMENT OFFICIAL AT IISS-AMERICAS. THE BOARD CONSIDERS COMPARABLE REMUNERATION LEVELS WHEN SETTING SALARY AND BENEFIT LEVELS. IISS, THE SOLE MEMBER OF IISS-AMERICAS, ULTIMATELY DECIDES THE COMPENSATION LEVELS. THE LAST REVIEW TOOK PLACE IN DECEMBER 2017. THE TOP MANAGEMENT OFFICIAL AT IISS-AMERICAS PERFORMS THE COMPENSATION REVIEW FOR IISS-AMERICAS STAFF AND IT IS THEN APPROVED BY IISS BOARD.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART VII, SECTION A, RELATED ORGANIZATION COMPENSATION:JOHN CHIPMAN RECEIVED COMPENSATION FOR HIS ROLE AS THE CEO AND DIRECTOR-GENERAL OF THE RELATED ORGANIZATION, THE INTERNATIONAL INSTITUTE FOR STRATEGIC STUDIES (IISS), WHERE HE DEVOTED 39 HOURS PER WEEK TO HIS POSITION. SALLY TAYLOR RECEIVED COMPENSATION FOR HER ROLE AS THE DIRECTOR OF FINANCE OF THE RELATED ORGANIZATION, IISS, WHERE SHE DEVOTED 39 HOURS PER WEEK TO HER POSITION.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1THE INTERNATIONAL INSTITUTE FOR STRATEGIC STUDIESBusinessNameLine1Txt

Foreign Address ForeignAddress

FieldValueIRS element (for citing)
Address Line113-15 ARUNDEL STREET ARUNDEL STREEAddressLine1Txt
CityLONDONCityNm
CountryUKCountryCd
Foreign PostalWC2R 3DXForeignPostalCd
FieldValueIRS element (for citing)
Primary ActivitiesAUTHORITY ON POLITICAL & MILITARY CONFLICTPrimaryActivitiesTxt
Legal Domicile Foreign CountryUKLegalDomicileForeignCountryCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
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 Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

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