2019-05-15T09:12:46-05:00 2018-06-30 113518842 MARKS PANETH LLP 685 THIRD AVENUE NEW YORK NY 10017 990 2017-07-01 131624048 INTERNATIONAL HOUSE INTE 2123168444 500 RIVERSIDE DRIVE NEW YORK NY 100273916 CALVIN SIMS PRESIDENT 2123168444 2019-05-13 1 MAGDALENA M CZERNIAWSKI P00535099 2125038800 2019-05-13 69.74.165.34 2019-05-13 13:23:01 ED P CE55B992A4E7BB938BB83E29A744DC585541D033 C9F00FD95E436BC684235A774996A9E8B56183B1 2017 2019-02-21 02:37:17Z CALVIN SIMS 500 RIVERSIDE DRIVE NEW YORK NY 100273916 24092083 0 X WWW.IHOUSE-NYC.ORG X 1924 NY THE MISSION OF INTERNATIONAL HOUSE IS TO ENABLE SELECTED GRADUATE STUDENTS AND INTERNS FROM COUNTRIES AROUND THE WORLD TO LIVE AND LEARN TOGETHER IN A CHALLENGING AND SUPPORTIVE RESIDENTIAL COMMUNITY IN NEW YORK CITY THAT BUILDS LIFE-LONG QUALITIES OF LEADERSHIP, TOLERANCE, RESPECT AND FRIENDSHIP AMONG INDIVIDUALS OF ALL NATIONS AND BACKGROUNDS. THIS INDEPENDENT, NON-PROFIT 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. 34 34 108 60 0 24058 2622184 4809735 13050058 13378119 3091598 1788344 1020 -107543 18764860 19868655 564877 679860 0 0 6858650 6547941 0 0 803508 9266759 10118866 16690286 17346667 2074574 2521988 91712594 98185242 4410680 3847227 87301914 94338015 X THE MISSION OF INTERNATIONAL HOUSE IS TO ENABLE SELECTED GRADUATE STUDENTS AND INTERNS FROM COUNTRIES AROUND THE WORLD TO LIVE AND LEARN TOGETHER IN A CHALLENGING AND SUPPORTIVE RESIDENTIAL COMMUNITY IN NEW YORK CITY THAT BUILDS LIFE-LONG QUALITIES OF LEADERSHIP, TOLERANCE, RESPECT AND FRIENDSHIP AMONG INDIVIDUALS OF ALL NATIONS AND BACKGROUNDS. THIS INDEPENDENT, NON-PROFIT 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 CHALLENEGES OF AN INTERDEPENDENT WORLD. 0 0 8878797 11183935 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 GRADUATE STUDENTS AND POST-GRADUATE TRAINEES 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. 2917027 679860 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). 2252761 2194184 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. 14048585 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 70 0 1 108 1 1 1 0 0 0 0 1 1 0 0 0 0 X 34 34 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X CALVIN SIMS PRESIDENT 2123166300 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 ANTHONY C SPIKES 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 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 KAREN E SUTTON TRUSTEE 1.00 X 0 0 0 KATHLEEN BURNS TRUSTEE 1.00 X 0 0 0 KATSURAO YOSHIMORI TRUSTEE 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 MARY FITZHUGH MILLER TRUSTEE (OUTGOING) 1.00 X 0 0 0 MIKIO HAZUMI TRUSTEE 1.00 X 0 0 0 MONA ABOELNAGA KANAAN TRUSTEE 1.00 X 0 0 0 MOTOMU TAKAHASHI TRUSTEE (OUTGOING) 1.00 X 0 0 0 PAUL D DOWNS TRUSTEE 1.00 X 0 0 0 PETER M O'NEILL CHAIR OF EXECUTIVE COMMITTEE 2.00 X X 0 0 0 PHILLIP W HENDERSON TRUSTEE 1.00 X 0 0 0 ROBERT J KREFTING TRUSTEE 1.00 X 0 0 0 ROSEMARY A DICARLO TRUSTEE 1.00 X 0 0 0 ROSS C YOUNGMAN 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 304829 0 151065 DEEPAK BUTANI CFO 40.00 X 149389 0 36600 HERIBERTO ALTIERI DIRECTOR OF INFORMATION SERVICES 40.00 X 104741 0 34201 LAWRENCE M PALFINI VP OF FACILITIES MANAGEMENT 40.00 X 204324 0 60000 SHARON LA CRUISE VP ADMISSIONS, PROGRAMS & RESIDENT LIFE 40.00 X 136855 0 22905 STEVEN N COLABELLA SENIOR PROJECT MANAGER 40.00 X 128786 0 40838 VINCENT M MELITO DIRECTOR, FACILITIES 40.00 X 158470 0 61451 DONALD CUNEO FORMER PRESIDENT & CEO 1.00 X 171518 0 42097 1358912 0 449157 6 1 1 0 AVI FOOD SYSTEMS INC 2590 ELM ROAD NE WARREN OH 44483 DINING/FOOD SERVICE 1648349 OTIS ELEVATOR ONE FARM SPRINGS ROAD FARMINGTON CT 06032 ELEVATOR MAINTENANCE 702907 PRATT CONSTRUCTION & RESTORATION INC 310 NASSAU AVE SUITE 201 BROOKLYN NY 11222 CONSTRUCTION 542496 ARISTA AIR CONDITIONING CORP 38-26 10TH STREET LONG ISLAND CITY NY 11101 AIR CONDITIONING CONSTRUCTION/MAINT. 274903 MIC GENERAL CONTRACTING INC 7 FIRST STREET ROSEDALE NY 11422 CONSTRUCTION 247034 14 418471 4391264 4809735 RESIDENCE INCOME 611710 11183935 11183935 AUXILIARY SERVICES 611710 2194184 2194184 13378119 1009831 1009831 4817398 4038885 778513 778513 778513 77000 418471 184543 -107543 -107543 19868655 13378119 0 1680801 679860 679860 598067 598067 4322762 3034121 805079 483562 201175 146957 37799 16419 1044634 717420 247057 80157 381303 243907 110144 27252 14218 14218 171207 171207 171480 98080 73400 191959 40480 46782 104697 195012 6275 164947 23790 1868073 1834735 33338 51609 51609 3111372 3111372 294020 294020 FOOD AND LABOR COSTS 2106286 2106286 RESIDENT PROGRAMMING 1148426 1143929 2256 2241 DUES AND SUBSCRIPTIONS 185663 158898 26765 STAFF DEVELOPMENT 174079 38953 134629 497 435462 341683 28886 64893 17346667 14048585 2494574 803508 2550 943259 5807449 374189 45016 115995 265641 17012 12090 70002 85299 82461232 45155301 35908425 37305931 35528132 36780500 18647094 17683901 108486 196865 91712594 98185242 695218 922213 1429864 1497449 1263308 604599 1022290 822966 4410680 3847227 X 72321524 75444548 4940545 8853622 10039845 10039845 87301914 94338015 91712594 98185242 X 2521988 4335510 178603 X X 0 1 X 1 0 X 1889834 2770417 3168209 2622184 4809735 15260379 1889834 2770417 3168209 2622184 4809735 15260379 3744706 11515673 703442 627181 944486 535718 1009831 3820658 83175 114107 75693 114180 77000 464155 19545192 62601832 0.58920 0.67340 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS INCOME FROM FUNDRAISING EVENTS - 2013 AMOUNT: $ 79,833. 2014 AMOUNT: $ 112,515. 2015 AMOUNT: $ 73,800. 2016 AMOUNT: $ 113,160. 2017 AMOUNT: $ 77,000. MISCELLANEOUS INCOME - 2013 AMOUNT: $ 3,342. 2014 AMOUNT: $ 1,592. 2015 AMOUNT: $ 1,893. 2016 AMOUNT: $ 1,020. 58997 X X X 0 33944464 15200 4294409 1286421 36969652 31177992 508238 3667636 1409402 33944464 32639811 534904 -1493223 503500 31177992 32301147 672659 320326 428931 225390 32639811 27933763 259490 4731057 448115 175048 32301147 0.57520 0.27150 0.15330 0 0 7675000 7675000 62865178 38016238 24848940 8814717 7139063 1675654 3106337 3106337 37305931 LIMITED PARTNERSHIPS 17683901 F 17683901 DEFERRED COMPENSATION PAYABLE 822966 822966 X 24032958 4335510 4335510 19697448 171207 171207 19868655 17200518 25058 25058 17175460 171207 171207 17346667 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, 2018 AND 2017, 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 XII, LINE 2D - OTHER ADJUSTMENTS: NON-DEDUCTIBLE TRANSPORTATION BENEFITS 25,058. GALA 495471 418471 77000 184543 495471 418471 77000 184543 184543 -107543 1 FUND II AWARDS GRANTED TO NEW AND RETURNING RESIDENTS WHO ARE AFRICAN OR AFRICAN AMERICAN 10 57500 GELB AWARDS GRANTED TO NEW AND RETURNING RESIDENTS WHO ARE STUDYING JOURNALISM OR INTERNATIONAL AFFAIRS 4 10100 GENERAL RESIDENT FUND - AWARDS GRANTED TO NEW AND RETURNING RESIDENTS 187 526760 WELCOME FUND - AWARDS GRANTED TO NEW AND RETURNING RESIDENTS FROM A COUNTRY EXPERIENCING CONFLICT 13 39500 WOMEN IN LEADERSHIP SCHOLARSHIPS - ) WOMEN'S LEADERSHIP PROGRAM FOR RECEPTIONS, SPEAKERS, EVENTS, WEEKENDS AND SEMINARS 24 46000 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 X X 1 0 0 0 0 0 0 1 0 CALVIN SIMS PRESIDENT & CEO 304553 0 0 0 276 0 17550 0 133515 0 455894 0 0 0 DEEPAK BUTANI CFO 141113 0 8000 0 276 0 9515 0 27085 0 185989 0 0 0 LAWRENCE M PALFINI VP OF FACILITIES MANAGEMENT 188808 0 15000 0 516 0 12598 0 47402 0 264324 0 0 0 SHARON LA CRUISE VP ADMISSIONS, PROGRAMS & RESIDENT L 131403 0 5000 0 452 0 9078 0 13827 0 159760 0 0 0 STEVEN N COLABELLA SENIOR PROJECT MANAGER 123111 0 5000 0 675 0 8099 0 32739 0 169624 0 0 0 VINCENT M MELITO DIRECTOR, FACILITIES 150694 0 7500 0 276 0 9986 0 51465 0 219921 0 0 0 DONALD CUNEO FORMER PRESIDENT & CEO 171518 0 0 0 0 0 0 0 0 0 171518 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 $83,683 FOR THE YEAR ENDED JUNE 30, 2018 AND ARE INCLUDED IN SCHEDULE J, PART II, COLUMN D. PART I, LINE 4A PER HIS DEFERRED COMPENSATION AGREEMENT, FORMER PRESIDENT DONALD CUNEO IS TO RECEIVE $171,518 IN FIVE ANNUAL INSTALLMENTS FOR HIS SERVICE TO THE ORGANIZATION. ALSO INCLUDED IN OTHER REPORTABLE COMPENSATION IN SCHEDULE J, PART II, COLUMN B, LINE III IS $42,097 WHICH REPRESENTS PREPAID TAXES ON A PORTION OF THE DEFERRED COMPENSATION BENEFITS. PART I, LINE 7 APPROVAL OF BONUSES FOR OFFICERS AND KEY EMPLOYEES IS DETERMINED ON AN ANNUAL BASIS AS FURTHER DESCRIBED IN THE EXPLANATION IN SCHEDULE O FOR PART VI, SECTION B, LINE 15. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED AND DISCUSSED BY THE BOARD OF DIRECTORS AT A SCHEDULED BOARD MEETING. 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 B, LINE 15A THE CHAIRMAN OF THE EXECUTIVE COMMITTEE ASSEMBLES COMPARABILITY DATA AND DISCUSSES THE DATA, PRIOR COMPENSATION INFORMATION, AND PERFORMANCE WITH THE CHAIRMAN OF THE FINANCE COMMITTEE AND THE CHAIRPERSON OF THE PERSONNEL PRACTICES COMMITTEE. THE DECISION IS COMMUNICATED BY THE CHAIRMAN OF THE EXECUTIVE COMMITTEE TO THE CEO AND THE DIRECTOR OF FINANCE IN WRITING. KEY EMPLOYEES RECEIVE ANNUAL WRITTEN PERFORMANCE EVALUATIONS AND WRITTEN COMMUNICATION OF THE RESULT. THE HUMAN RESOURCES MANAGER CONDUCTS EVALUATION OF COMPARABILITY DATA AS REQUESTED BY THE CEO, AND PROVIDES RECOMMENDATIONS OF COMPENSATION CHANGES. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS ARE PROVIDED IN THE ANNUAL REPORT OF THE ORGANIZATION, WHICH IS AVAILABLE ON THE WEBSITE. 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 203,661. NON-DEDUCTIBLE TRANSPORTATION BENEFITS -25,058. FORM 990, PART XII, LINE 2C: THERE WAS NO CHANGE FROM THE PRIOR YEAR.