INSTITUTE FOR EASTWEST STUDIES INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- INSTITUTE FOR EASTWEST STUDIES INC (EIN 13-3091844)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-10-11
- IRS object ID
- 201812849349300606
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-11T16:56:35-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100175001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133091844 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSTITUTE FOR EASTWEST STUDIES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ANDREW YU | InCareOfNm |
| Business Name Control | INST | BusinessNameControlTxt |
| Phone | 2128244100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 708 THIRD AVENUE Suite 1105 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAMERON MUNTER | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 2128244142 | PhoneNum |
| Signature | 2018-10-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Paul Hammerschmidt | PreparerPersonNm |
| PTIN | P01384178 | PTIN |
| Phone | 2128858000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.125.103.209 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 26308920182845000129 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-10-11 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1210560841ADC29080D5D665393427DBF2BE5B27 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 48C336AAB7D1DE8463E223BE15B361E384766368 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EASTWEST INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CAMERON MUNTER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 708 THIRD AVENUE SUITE 1105 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,055,021 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.eastwest.ngo | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1981 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | EASTWEST INSTITUTE (EWI) WORKS TO REDUCE INTERNATIONAL CONFLICT, ADDRESSING SEEMINGLY INTRACTABLE PROBLEMS THAT THREATEN WORLD SECURITY AND STABILITY. (CONTINUED ON SCHEDULE O) | ActivityOrMissionDesc |
| Voting Members Governing Body | 42 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 41 | VotingMembersIndependentCnt |
| Total Employee | 38 | TotalEmployeeCnt |
| Total Volunteers | 45 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $15,326,258 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,561,090 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $303,815 | PYInvestmentIncomeAmt |
| CY Investment Income | $541,834 | CYInvestmentIncomeAmt |
| PY Other Revenue | $278,396 | PYOtherRevenueAmt |
| CY Other Revenue | $300,004 | CYOtherRevenueAmt |
| PY Total Revenue | $15,908,469 | PYTotalRevenueAmt |
| CY Total Revenue | $6,402,928 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,577,468 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,221,688 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $894,857 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,049,455 | PYOtherExpensesAmt |
| CY Other Expenses | $3,421,756 | CYOtherExpensesAmt |
| PY Total Expenses | $7,626,923 | PYTotalExpensesAmt |
| CY Total Expenses | $8,643,444 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $8,281,546 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,240,516 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $26,800,125 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,580,246 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $332,243 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $508,531 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $26,467,882 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $25,071,715 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The EastWest Institute is a global network of influential stakeholders committed to and engaged in building trust and preventing conflict around the world. We engage on conflict prevention and resolution, providing thought leadership and strategic counsel to governments, the private sector and other stakeholders worldwide. We bring conflicting parties to the negotiating table, often for the first time, to find common ground. We anticipate global challenges and develop solutions relevant to policymakers and corporate leaders. | MissionDesc |
| Significant New Program Srvc | Yes (true) | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,550,570 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | CYBERSECURITY INITIATIVE - EWI leads the global dialogue to reduce conflict, crime, and other disruptions in cyberspace and promote stability, innovation and inclusion. Global cooperation is essential to successfully address existing and emerging conflicts - both in cyberspace and, increasingly, across all areas of human endeavor. To this end, the EastWest Institute began its cyber work in 2009 as the pioneer organization that initiated a global dialogue on cyberspace security, diplomacy and deterrence. Past successes have helped shorten repair times for damaged undersea cables, reduce spam on a global basis, and build bilateral confidence and trust between East and West to improve crisis response and combat malicious hackers. Working with government, business and civil society leaders from around the world, the institute's cyberspace program has highlighted three objectives: to promote improved defenses to act as deterrents by increasing the costs and reducing the rewards of malicious cyber activities; to advocate for limits on offensive cyber capabilities; and to enhance operational collaboration across borders and among adversaries. In 2018, the program will continue to develop and advocate for recommended changes in national and corporate policies and procedures. The principle means of developing these recommendations is through the work of five collaborative breakthrough groups, composed of decision-makers from key sectors around the world: - Ubiquitous Encryption and Lawful Government Acces - Secure, Resilient Cities and the Internet of Things - Systemic Risk and Cyber Insurance - Promoting Norms of Responsible Behavior in Cyberspace - Increasing the Global Availability and Use of Secure ICT Products and Services | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,430,843 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | NETWORKING & COMMUNICATIONS - the organization's networking and communications is an essential link between ideas and policy. The communications department works to disseminate the organization's commentaries, publications and other innovations to policymakers and opinion leaders around the world. It works with new and traditional media channels to ensure that its ideas reach and engage decision makers and help forge collective action for a safer and better world.NETWORKING & COMMUNICATIONS - the organization's networking and communications is an essential link between ideas and policy. The communications department works to disseminate the organization's commentaries, publications and other innovations to policymakers and opinion leaders around the world. It works with new and traditional media channels to ensure that its ideas reach and engage decision makers and help forge collective action for a safer and better world. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,182,653 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | STRATEGIC TRUST BUILDING INITIATIVES - A) Asia-Pacific - Since 2006, EWIs Asia-Pacific program has created opportunities for constructive, high level dialogues that engage key U.S. and regional stakeholders from government, business and military to address security issues, to enhance risk assessment and crisis management. Since 2008, the U.S.- China Sanya Initiative has regularly assembled retired U.S. and Chinese four-star generals and admirals to build greater military-to-military understanding between the two countries and to mitigate the chance of escalation and miscalculation. From 2010, EWIs U.S.- China High-Level Political Party Leaders Dialogue (P2P) has served as the only U.S.-China dialogue process involving sitting officials from the Communist Party of China and the U.S. Democratic and Republican National Committees. Launched in 2017 and building on EWIs track record in organizing Track 2 dialogues, the U.S.-Japan Military-to-Military Dialogue is a key piece of ongoing efforts to integrate more players from the Asia Pacific region into our programming and outreach. In 2018, EWIs Asia-Pacific program launched the following new initiatives, namely the Belt and Road webpage and database, the U.S.-China strategic roundtable series, the Asia-Pacific fellows network, and the South Asia Initiative. B) Russia and the United States - Since its founding, EWI has strived to bridge the strategic divide between Russia and the United States. Recognized as a trusted convener, EWI engages policymakers, business leaders and experts to achieve breakthroughs and deliver policy impact in critical areas affecting the bilateral relationship. In the context of Russias G8 Presidency in 2006, for instance, EWI launched a series of international public-private consultations on countering terrorism. In 2009, EWI brought together top Russian and American scientists for the first-ever Joint Threat Assessment, which focused on Irans nuclear and ballistic missile potential. The success of this project led to the creation of similar joint working groups addressing other critical issues of mutual concern, such as cyber security, Afghan narcotrafficking and terrorism in Afghanistan. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $1,172,292 | $0 | $0 | REGIONAL SECURITY |
| $572,989 | $0 | $0 | TURKEY INITIATIVE |
| $307,172 | $0 | $300,004 | ECONOMIC SECURITY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,052,453 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $300,004 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $6,216,519 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 38 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | BE | ForeignCountryCd |
| Foreign Country | RS | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 42 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 41 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW YU | PersonNm |
| Phone | 2128244142 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 708 THIRD AVENUE SUITE 1105 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (54 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ROSS PEROT JR | ||||||||
| CHAIRMAN | 4.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ARMEN SARKISSIAN | ||||||||
| VICE-CHAIRMAN | 4.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| R WILLIAM IDE III | ||||||||
| COUNSEL/SEC/CHAIR OF EXEC COMM | 4.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PETER ALTABEF | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| HAMID ANSARI | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Tewodros Ashenafi | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MARY MCINNIS BOIES | ||||||||
| BOARD MEMBER | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Sir Peter Bonfield | ||||||||
| BOARD MEMBER | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MATT BROSS | ||||||||
| BOARD MEMBER | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT CAMPBELL III | ||||||||
| BOARD MEMBER | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MARIA LIVANOS CATTAUI | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Michael Chertoff | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| David Cohen | ||||||||
| BOARD MEMBER | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JOEL COWAN | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ADDISON FISCHER | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN B HEINTZ | ||||||||
| BOARD MEMBER | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN HONIGMAN | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| EMIL HUBINAK | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| John Hurley | ||||||||
| BOARD MEMBER | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| AMB WOLFGANG ISCHINGER | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| RALPH ISHAM | ||||||||
| BOARD MEMBER | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ANURAG JAIN | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| James L Jones JR | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| GEORGE KADIFA | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| HAIFA AL KAYLANI | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| SEZGIN BARAN KORKMAZ | ||||||||
| BOARD MEMBER (FROM 5/17) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ZUHAL KURT | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| GEN RET T MICHAEL MOSELEY | ||||||||
| BOARD MEMBER | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| KAREN LINEHAN MROZ | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| FRANCIS NAJAFI | ||||||||
| BOARD MEMBER | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| TSUNEO NISHIDA | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Ronald P OHanley | ||||||||
| BOARD MEMBER | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Admiral ret William A Owens | ||||||||
| BOARD MEMBER | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Sarah Perot | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| RAMZI H SANBAR | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MUKEMMEL SARIMSAKCI | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| IKRAM UL-MAJEED SEHGAL | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| KANWAL SIBAL | ||||||||
| BOARD MEMBER | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN TAWEEL | ||||||||
| BOARD MEMBER | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ALEXANDER VOLOSHIN | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ZHOU WENZHONG | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| HU YUANDONG | ||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CAMERON MUNTER | ||||||||
| PRESIDENT AND CEO | 60.0 | 0.0 | Yes (X) | $404,331 | $0 | $11,460 | ||
| WILLIAM J PARKER III | ||||||||
| CHIEF OPERATING OFFICER | 60.0 | 0.0 | Yes (X) | $349,671 | $0 | $10,233 | ||
| BRUCE MCCONNELL | ||||||||
| SVP, PROGRAMS | 40.0 | 0.0 | Yes (X) | $274,285 | $0 | $14,850 | ||
| CHRISTOPHER LABIANCO | ||||||||
| VP, DEVELOPMENT | 40.0 | 0.0 | Yes (X) | $215,141 | $0 | $25,781 | ||
| DAVID FIRESTEIN THRU 817 | ||||||||
| VP, PROGRAMS | 40.0 | 0.0 | Yes (X) | $126,786 | $0 | $20,904 | ||
| MARTIN FLEISCHER THRU 817 | ||||||||
| VP, PROGRAMS | 40.0 | 0.0 | Yes (X) | $67,072 | $0 | $0 | ||
| WOLFGANG KLAPPER FROM 917 | ||||||||
| VP, REGIONAL SECURITY PROGRAM | 40.0 | 0.0 | Yes (X) | $36,035 | $0 | $0 | ||
| INGO DEAN | ||||||||
| IT DIRECTOR | 40.0 | 0.0 | $157,650 | $0 | $23,631 | Yes (X) | ||
| CONRAD JARZEBOWSKI | ||||||||
| DIRECTOR, COMMUNICATIONS | 40.0 | 0.0 | $137,013 | $0 | $16,682 | Yes (X) | ||
| ANDREW YU | ||||||||
| CONTROLLER | 40.0 | 0.0 | $127,531 | $0 | $27,967 | Yes (X) | ||
| OLIVER SENFT | ||||||||
| DIRECTOR, HR | 40.0 | 0.0 | $117,866 | $0 | $14,514 | Yes (X) | ||
| CHRISTOPHER BUSH | ||||||||
| DIRECTOR, PROGRAM 20-20 | 40.0 | 0.0 | $104,286 | $0 | $19,436 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,117,667 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $185,458 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $362,705 | FundraisingAmt |
| Government Grants | $164,400 | GovernmentGrantsAmt |
| All Other Contributions | $5,033,985 | AllOtherContributionsAmt |
| Noncash Contributions | $114,053 | NoncashContributionsAmt |
| Total Contributions | $5,561,090 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $222,697 | TotalRevenueColumnAmt |
| Exclusion | $222,697 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,891,535 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,572,398 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $319,137 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $319,137 | TotalRevenueColumnAmt |
| Exclusion | $319,137 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $79,695 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $362,705 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $79,695 | FundraisingDirectExpensesAmt |
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PAYROLL EXPENSE REIMBURSEMENT | 900099 | $232,728 | $232,728 |
| ADMINISTRATION FEES | 900099 | $50,000 | $50,000 |
| TRAVEL EXPENSE REIMBURSEMENT | 900099 | $11,049 | $11,049 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,227 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,227 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $300,004 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,402,928 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $300,004 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $541,834 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,556,549 | TotalAmt |
| Program Services | $888,784 | ProgramServicesAmt |
| Management And General | $584,607 | ManagementAndGeneralAmt |
| Fundraising | $83,158 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,834,168 | TotalAmt |
| Program Services | $2,093,702 | ProgramServicesAmt |
| Management And General | $208,647 | ManagementAndGeneralAmt |
| Fundraising | $531,819 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,575 | TotalAmt |
| Program Services | $57,399 | ProgramServicesAmt |
| Management And General | $8,083 | ManagementAndGeneralAmt |
| Fundraising | $16,093 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $398,285 | TotalAmt |
| Program Services | $276,780 | ProgramServicesAmt |
| Management And General | $59,798 | ManagementAndGeneralAmt |
| Fundraising | $61,707 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $351,111 | TotalAmt |
| Program Services | $239,092 | ProgramServicesAmt |
| Management And General | $62,078 | ManagementAndGeneralAmt |
| Fundraising | $49,941 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,794 | TotalAmt |
| Program Services | $27,794 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,579 | TotalAmt |
| Program Services | $59,990 | ProgramServicesAmt |
| Management And General | $8,795 | ManagementAndGeneralAmt |
| Fundraising | $794 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,310 | TotalAmt |
| Management And General | $87,310 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $533,835 | TotalAmt |
| Program Services | $477,989 | ProgramServicesAmt |
| Management And General | $49,156 | ManagementAndGeneralAmt |
| Fundraising | $6,690 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,201 | TotalAmt |
| Program Services | $3,131 | ProgramServicesAmt |
| Management And General | $2,286 | ManagementAndGeneralAmt |
| Fundraising | $784 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $256,017 | TotalAmt |
| Program Services | $155,186 | ProgramServicesAmt |
| Management And General | $84,680 | ManagementAndGeneralAmt |
| Fundraising | $16,151 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,178 | TotalAmt |
| Program Services | $34,372 | ProgramServicesAmt |
| Management And General | $16,554 | ManagementAndGeneralAmt |
| Fundraising | $5,252 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $809,965 | TotalAmt |
| Program Services | $629,883 | ProgramServicesAmt |
| Management And General | $110,115 | ManagementAndGeneralAmt |
| Fundraising | $69,967 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $521,638 | TotalAmt |
| Program Services | $458,889 | ProgramServicesAmt |
| Management And General | $50,830 | ManagementAndGeneralAmt |
| Fundraising | $11,919 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $757,237 | TotalAmt |
| Program Services | $664,470 | ProgramServicesAmt |
| Management And General | $75,001 | ManagementAndGeneralAmt |
| Fundraising | $17,766 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,195 | TotalAmt |
| Program Services | $70,482 | ProgramServicesAmt |
| Management And General | $33,944 | ManagementAndGeneralAmt |
| Fundraising | $10,769 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,271 | TotalAmt |
| Program Services | $28,756 | ProgramServicesAmt |
| Management And General | $2,141 | ManagementAndGeneralAmt |
| Fundraising | $1,374 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BAD DEBT EXPENSES | $75,000 | $13,575 | $58,222 | $3,203 |
| EQUIPMENT REPAIR/MAINTENANCE | $26,420 | $16,166 | $7,785 | $2,469 |
| DUES & SUBSCRIPTIONS | $20,026 | $10,110 | $7,383 | $2,533 |
| OTHER STAFF-RELATED COSTS | $15,639 | $7,896 | $5,765 | $1,978 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,451 | TotalAmt |
| Program Services | $2,073 | ProgramServicesAmt |
| Management And General | $8,888 | ManagementAndGeneralAmt |
| Fundraising | $490 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,643,444 | TotalAmt |
| Program Services | $6,216,519 | ProgramServicesAmt |
| Management And General | $1,532,068 | ManagementAndGeneralAmt |
| Fundraising | $894,857 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,903,101 | BOYAmt |
| EOY | $770,143 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $265,987 | BOYAmt |
| EOY | $611,787 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,385,435 | BOYAmt |
| EOY | $12,530,418 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,993 | BOYAmt |
| EOY | $144,320 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,183,760 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $518,606 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,366 | BOYAmt |
| EOY | $665,154 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,842,838 | BOYAmt |
| EOY | $10,840,203 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,405 | BOYAmt |
| EOY | $18,221 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,800,125 | BOYAmt |
| EOY | $25,580,246 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $275,086 | BOYAmt |
| EOY | $328,297 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $19,238 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,157 | BOYAmt |
| EOY | $160,996 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $332,243 | BOYAmt |
| EOY | $508,531 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,129,781 | BOYAmt |
| EOY | $5,487,998 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,760,278 | BOYAmt |
| EOY | $14,005,894 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,577,823 | BOYAmt |
| EOY | $5,577,823 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,467,882 | BOYAmt |
| EOY | $25,071,715 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,800,125 | BOYAmt |
| EOY | $25,580,246 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,240,516 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $851,591 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$7,242 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,570,741 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,876,849 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,128,165 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,326,258 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,561,090 | CurrentTaxYearAmt |
| Total | $41,463,103 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,570,741 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,876,849 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,128,165 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,326,258 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,561,090 | CurrentTaxYearAmt |
| Total | $41,463,103 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $16,768,127 | SubstantialContributorsTotAmt |
| Public Support Total170 | $24,694,976 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $202,344 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $259,382 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $341,039 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $229,898 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $222,697 | CurrentTaxYearAmt |
| Total | $1,255,360 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $265,772 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,249,790 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $250,412 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $278,396 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $300,004 | CurrentTaxYearAmt |
| Total | $6,344,374 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $49,062,837 | TotalSupportAmt |
| Public Support CY170 | 0.50333 | PublicSupportCY170Pct |
| Public Support PY170 | 0.51671 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,331,739 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $809,409 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $325,000 | OtherExpendituresAmt |
| Administrative Expenses | $47,783 | AdministrativeExpensesAmt |
| End Year Balance | $6,768,365 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,295,962 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $409,926 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $325,000 | OtherExpendituresAmt |
| Administrative Expenses | $49,149 | AdministrativeExpensesAmt |
| End Year Balance | $6,331,739 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,756,135 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$78,708 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $325,000 | OtherExpendituresAmt |
| Administrative Expenses | $56,465 | AdministrativeExpensesAmt |
| End Year Balance | $6,295,962 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,682,947 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $434,198 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $302,250 | OtherExpendituresAmt |
| Administrative Expenses | $58,760 | AdministrativeExpensesAmt |
| End Year Balance | $6,756,135 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,264,700 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $760,970 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $282,750 | OtherExpendituresAmt |
| Administrative Expenses | $59,973 | AdministrativeExpensesAmt |
| End Year Balance | $6,682,947 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.82410 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.17590 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $651,650 | OtherCostOrOtherBasisAmt |
| Depreciation | $215,294 | DepreciationAmt |
| Book Value | $436,356 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $335,831 | OtherCostOrOtherBasisAmt |
| Depreciation | $273,161 | DepreciationAmt |
| Book Value | $62,670 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $196,279 | OtherCostOrOtherBasisAmt |
| Depreciation | $30,151 | DepreciationAmt |
| Book Value | $166,128 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $665,154 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RENT | Desc |
| Amt | $160,996 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $160,996 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,192,209 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $851,591 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $25,000 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $876,591 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,315,618 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $87,310 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $87,310 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,402,928 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,581,134 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $25,000 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $25,000 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,556,134 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $87,310 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $87,310 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,643,444 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ORGANIZATION MAINTAINS A DONOR-RESTRICTED ENDOWMENT FUND CONSISTING OF APPROXIMATELY 20 INDIVIDUAL FUNDS THAT HAS BEEN ESTABLISHED FOR VARIOUS PURPOSES AND HAS BEEN CLASSIFIED AS PERMANENTLY RESTRICTED NET ASSETS. In 2017, the organization's Board of Directors approved to appropriate an annual distribution of up to 5% of the net value of the organization's endowment using a five-year running average of the endowment to cover operating costs. |
| PART X, LINE 2: | Under ASC 740, "Accounting for Uncertainty in Income Taxes," an organization must recognize the financial statement effects of tax positions taken for tax return purposes when it is more likely than not that the position will not be sustained. Institute for EastWest Studies, Inc. does not believe there are any material uncertain tax positions and, accordingly, it has not recognized any liability for uncertain tax benefits. The organization has filed IRS Form 990 tax returns, as required, and all other applicable returns in jurisdictions when it is required. For the year ended December 31, 2017, there was no interest or penalties recorded or included in the consolidating financial statements. As of December 31, 2017, the years still subject to examination by a taxing authority are 2014 through 2016. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | 1 | 10 | Program Services | REGIONAL SECURITY | $1,444,291 |
| Russia and the Newly Independent States | 1 | 4 | Program Services | TRUST BLDG INITIATIVES | $494,587 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 2 | SubtotalOfficesCnt |
| Subtotal Employees | 14 | SubtotalEmployeesCnt |
| Total Office | 2 | TotalOfficeCnt |
| Total Employee | 14 | TotalEmployeeCnt |
| Subtotal Spent | $1,938,878 | SubtotalSpentAmt |
| Total Spent | $1,938,878 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL DINNER | Event1Nm |
| Gross Receipts Event1 | $442,400 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $362,705 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $79,695 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $66,567 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $13,128 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $442,400 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $362,705 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $79,695 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $66,567 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $13,128 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $79,695 | DirectExpenseSummaryEventsAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CAMERON MUNTER | ||||||||||||||
| PRESIDENT AND CEO | $404,331 | $0 | $0 | $0 | $0 | $0 | $10,800 | $0 | $660 | $0 | $415,791 | $0 | $0 | $0 |
| WILLIAM J PARKER III | ||||||||||||||
| CHIEF OPERATING OFFICER | $349,671 | $0 | $0 | $0 | $0 | $0 | $8,775 | $0 | $1,458 | $0 | $359,904 | $0 | $0 | $0 |
| BRUCE MCCONNELL | ||||||||||||||
| SVP, PROGRAMS | $274,285 | $0 | $0 | $0 | $0 | $0 | $13,392 | $0 | $1,458 | $0 | $289,135 | $0 | $0 | $0 |
| CHRISTOPHER LABIANCO | ||||||||||||||
| VP, DEVELOPMENT | $215,141 | $0 | $0 | $0 | $0 | $0 | $6,108 | $0 | $19,673 | $0 | $240,922 | $0 | $0 | $0 |
| INGO DEAN | ||||||||||||||
| IT DIRECTOR | $157,650 | $0 | $0 | $0 | $0 | $0 | $9,749 | $0 | $13,882 | $0 | $181,281 | $0 | $0 | $0 |
| CONRAD JARZEBOWSKI | ||||||||||||||
| DIRECTOR, COMMUNICATIONS | $137,013 | $0 | $0 | $0 | $0 | $0 | $2,800 | $0 | $13,882 | $0 | $153,695 | $0 | $0 | $0 |
| ANDREW YU | ||||||||||||||
| CONTROLLER | $127,531 | $0 | $0 | $0 | $0 | $0 | $8,294 | $0 | $19,673 | $0 | $155,498 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Annie Cowan | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | RELATIVE OF JOEL COWAN | RelationshipDescriptionTxt |
| Transaction | $64,737 | TransactionAmt |
| Transaction | COMPENSATION | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV: | FormAndLineReferenceDesc |
| Explanation | ANNIE COWAN IS THE GRANDDAUGHTER OF JOEL COWAN, BOARD MEMBER. MS. COWAN WAS PROGRAM COORDINATOR IN BRUSSELS DURING 2017. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $17,930 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET QUOTATION | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | PLANE TICKETS | 8 | $50,722 | FAIR MARKET VALUE |
| Yes (X) | BOARD MEETING VENUE | 1 | $45,401 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1: | We forge new connections and build trust among global leaders and influencers, help create practical new solutions and take action through our network of global decision-makers. Independent and nonprofit since our founding in 1980, the institute maintains offices in New York, Brussels, Moscow and San Francisco. |
| FORM 990, PART III, LINE 2: | IN 2017 THE ORGANIZATION COMMENCED A NEW PROGRAM CALLED "TURKEY INITIATIVE" THAT IS REPORTED ON PART III, LINE 4D AS AN OTHER PROGRAM SERVICE. |
| FORM 990, PART VI, SECTION A, LINE 2: | ROSS PEROT, JR., CHAIRMAN, AND SARAH PEROT, BOARD MEMBER, HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 10B: | THE ORGANIZATION REQUIRES ALL STAFF MEMBERS TO ACKNOWLEDGE A RECEIPT OF THE STAFF HANDBOOK THAT CONTAIN WRITTEN POLICIES AND PROCEDURES OF CONDUCTING BUSINESS ACTIVITIES. THE OFFICES ARE REQUIRED TO REPORT THE MONTHLY FINANCIAL ACTIVITY AND FINANCIAL FORECAST TO NEW YORK OFFICE. THE BRUSSELS OFFICE REPRESENTATIVE IS A MEMBER OF THE SENIOR MANAGEMENT TEAM AND OTHER MEMBERS OF THE TEAM OVERSEES MOSCOW AND WASHINGTON, DC OFFICES. THE SENIOR MANAGEMENT TEAM REVIEW THE PROGRESS OF THE PROJECTS THAT ARE CONDUCTED IN EACH OFFICE ON A MONTHLY BASIS. |
| FORM 990, PART VI, SECTION B, LINE 11B: | THE FORM 990 IS REVIEWED BY MEMBERS OF THE INSTITUTE'S FINANCE DEPARTMENT AND BY THE INSTITUTE'S CHIEF OPERATING OFFICER BEFORE BEING PRESENTED FOR AUDIT COMMITTEE REVIEW. AFTER FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE, THE ENTIRE BOARD OF DIRECTORS IS SENT A PASSWORD PROTECTED LINK, WHICH GIVES THEM ACCESS TO FORM 990 ON THE INSTITUTE'S WEBSITE PRIOR TO ITS FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C: | THE EASTWEST INSTITUTE (EWI) DISTRIBUTES ANNUALLY A CONFLICT OF INTEREST QUESTIONNAIRE FOR EWI DIRECTORS. ALL DIRECTORS OF THE INSTITUTE ARE REQUIRED TO COMPLETE, SIGN, DATE AND RETURN THE FORM TO THE DESIGNATED EWI STAFF MEMBER. EWI STAFF MAINTAINS A SPREADSHEET NOTING WHICH FORMS HAVE BEEN RECEIVED AND WHICH REMAIN OUTSTANDING. EFFORTS ARE MADE TO OBTAIN OUTSTANDING FORMS WHEN THE BOARD OF DIRECTORS HOLDS ITS BOARD MEETINGS. EFFORTS TO RECEIVE COMPLETED FORMS ARE ALSO MADE VIA E-MAIL. THE INSTITUTE'S MANAGEMENT TEAM WILL PROVIDE ADDITIONAL SUPPORT TO THE DESIGNATED STAFF MEMBER TO ENSURE 100% COMPLIANCE FROM THE DIRECTORS IN SIGNING AND RETURNING TO MANAGEMENT THE ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE. IN ADDITION, THE INSTITUTE'S HUMAN RESOURCES DEPARTMENT SENDS A STAFF HANDBOOK WITH CODE OF BUSINESS CONDUCT AND ETHICS (INCLUDING CONFLICTS OF INTEREST SECTION) TO EWI STAFF, INCLUDING NEW HIRES AND BOARD MEMBERS BEFORE APPOINTMENT, AND REQUESTS ACKNOWLEDGMENT OF RECEIPT OF THE DOCUMENT. IN 2017, ALL STAFF MEMBERS ACKNOWLEDGED RECEIPT OF THE STAFF HANDBOOK. IN ADDITION, THE KEY EMPLOYEES COMPLETED A CONFLICTS OF INTEREST QUESTIONNAIRE SIMILAR TO THE VERSION THAT IS DISTRIBUTED TO EWI BOARD MEMBERS AND WILL DO SO SUBSEQUENTLY ON AN ANNUAL BASIS. |
| FORM 990, PART VI, SECTION B, LINES 15A AND 15B: | THE COMPENSATION COMMITTEE OF THE EASTWEST INSTITUTE'S INDEPENDENT BOARD OF DIRECTORS ANNUALLY REVIEWS THE FAIRNESS OF THE CEO'S COMPENSATION AND BENEFITS AND UTILIZES DATA FROM COMPETENT SALARY SURVEYS IN THE NOT-FOR-PROFIT INDUSTRY. THE CEO IS NOT A MEMBER OF THE COMPENSATION COMMITTEE. THE COMMITTEE WORKS TOGETHER WITH THE HUMAN RESOURCES DEPARTMENT. COMPARABLE DATA FROM SALARY SURVEYS OF SIMILAR POSITIONS IN THE NOT-FOR-PROFIT INDUSTRY ARE REVIEWED, AND THE CEO AND SENIOR MANAGEMENT TEAM ARE ADVISED OF CURRENT STANDARDS AND PAY SCALES. THE CHANGE OF COMPENSATION IS SUGGESTED TO THE COMPENSATION COMMITTEE FOR APPROVAL. A COPY OF THE APPROVAL OR REFUSAL BY THE COMPENSATION COMMITTEE IS PUT INTO THE PERSONNEL FILE OF THE CEO AND FOR PAYROLL PURPOSES SUBMITTED TO THE FINANCE DEPARTMENT. HR SUMMARIZES THE DECISION IN A CONFIRMATION LETTER, WHICH IS GIVEN TO THE CEO. ALL DOCUMENTATION IS PREPARED NO LATER THAN 30 DAYS AFTER THE APPROVAL. FOR EMPLOYEES WITH A SALARY LESS THAN $100,000 USD THE PROCESS IS AS FOLLOWS: FIRST, THE SUPERVISOR SENDS A REQUEST TO HR, WHICH INCLUDES THE FORM "POSITION CHANGE/NEW POSITION INFORMATION". WITHIN THIS FORM, THE REQUESTING SUPERVISOR DESCRIBES A JUSTIFICATION IN DETAIL. ALONGSIDE THIS DOCUMENT, HR SUGGESTS A SPECIFIC SALARY RANGE, WHICH IS BASED ON REPRESENTATIVE SALARY SURVEYS IN THE NOT-FOR-PROFIT INDUSTRY. AFTER ALL INFORMATION IS COLLECTED AND VERIFIED, THE VP MAKING THE REQUEST, THE VP OF FINANCE AND ADMINISTRATION, AND THE CEO APPROVE OR DECLINE THE ADJUSTMENT. FOR EMPLOYEES WITH SALARIES OF MORE THAN $100,000 USD, AND/OR KEY EMPLOYEES (VPS, DIRECTORS, ETC.), THE PROCESS INCLUDES REVIEW AND APPROVAL BY THE COMPENSATION COMMITTEE. ALL DOCUMENTATION IS FILED IN THE PERSONNEL FILES AND FINANCE DEPARTMENT, AND A LETTER OF CONFIRMATION IS GIVEN TO THE EMPLOYEE. |
| FORM 990, PART VI, SECTION C, LINE 19: | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | FOREIGN TRANSLATION LOSS....$(7,242) |
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