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THE ORGANIZATION PAYS MEMBER DUES TO THE U.S. GLOBAL LEADERSHIP COALITION, THE ALLIANCE FOR INTERNATIONAL EDUCATION, AND KYLE HOUSE GROUP, LLC WHICH ENGAGE IN MANY SUPPORT ACTIVITIES INCLUDING LOBBYING TO PROMOTE FUNDING FOR FOREIGN ASSISTANCE. EXPENSES WERE INCURRED FOR CONFERENCE "ADVOCACY DAY" TO PROMOTE FUNDING FOR INTERNATIONAL EDUCATION. 1384000 1384000 1384000 1384000 1384000 1384000 1384000 1384000 1384000 1384000 1.00000 false false 2948870 866378 2082492 477204 322499 154705 1624108 1391908 232200 2469397 0 0 X 78316606 29136 5811178 160754 6001068 72315538 19677 19677 72335215 78564571 5811178 160754 5971932 72592639 19677 19677 72612316 Intended Uses of Endowment Funds Schedule D, Part V, Line 4 Investment income earned on the NEH endowment funds is to be used for support of humanities activities in education, public programming, scholarly research, and preservation and is temporarily restricted until used for that purpose. Investment income earned on the Mellon endowment fund is to be used for general unrestricted purposes. Liability for Uncertain Tax Position (ASC 740) Schedule D, Part X, Line 2 IREX follows guidance that clarifies the accounting for uncertainty in tax positions taken or expected to be taken in a tax return, including issues relating to financial statement recognition and measurement. This guidance provides that the tax effects from an uncertain tax position can only be recognized in the financial statements if the position is 'more-likely-than-not' to be sustained if the position were to be challenged by a taxing authority. The assessment of the tax position is based solely on the technical merits of the position, without regard to the likelihood that the tax position may be challenged. IREX is exempt from federal income tax under IRC section 501(c)(3), though it is subject to tax on income unrelated to its exempt purpose, unless that income is otherwise excluded by the Code. No provision for income taxes has been recorded in 2016 and 2015 because management believes there is no material unrelated business income tax. IREX has processes presently in place to ensure the maintenance of its tax-exempt status; to identify and report unrelated income; to determine its filing and tax obligations in jurisdictions for which it has nexus; and to identify and evaluate other matters that may be considered tax positions. The tax years ending June 30, 2016, 2015, 2014 and 2013 are still open to audit for both federal and state purposes. IREX has determined that there are no material uncertain tax positions that require recognition or disclosure in the financial statements. Other Items Not Included in Revenue Schedule D, Part XI, Line 2D Reclass of Rental Expenses $160,754 Other Items Not Included in Expenses Schedule D, Part XII, Line 2d Reclass of Rental Expenses $160,754 true Central America and the Caribbean 2 17 Program Services Gov & Media, Education 960650 East Asia and the Pacific 5 2 Program Services Gov & Media, Education 53542 Middle East and North Africa 75 Program Services Gov & Media, Education 9246381 South Asia 143 Program Services Gov & Media, Education 3729917 Sub-Saharan Africa Program Services Education 17563700 Russia and the Newly Independent States 9 Program Services Gov & Media, Education 7383466 East Asia and the Pacific Grantmaking 526219 Europe (Including Iceland and Greenland) Grantmaking 1651146 Middle East and North Africa Grantmaking 5467882 North America Grantmaking 24617 Russia and the Newly Independent States Grantmaking 747991 South America Grantmaking 309030 South Asia Grantmaking 3452505 Sub-Saharan Africa Grantmaking 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Civil Society Development 54870 check/wire Middle East and North Africa Civil Society Development 195418 check/wire Middle East and North Africa Educational Exchanges 8577 check/wire Russia and the Newly Independent States Youth Leadership 32826 check/wire Russia and the Newly Independent States Civil Society Development 10283 check/wire Russia and the Newly Independent States Civil Society Development 190380 check/wire Russia and the Newly Independent States Media Development 37738 check/wire Russia and the Newly Independent States Access to Information 25284 check/wire Middle East and North Africa Youth Leadership 11693 check/wire Middle East and North Africa Youth Leadership 40036 check/wire Europe (Including Iceland and Greenland) Media Development 15483 check/wire Middle East and North Africa Civil Society Development 75000 check/wire Middle East and North Africa Educational Exchanges 20322 check/wire Middle East and North Africa Civil Society Development 43997 check/wire Middle East and North Africa Civil Society Development 40603 check/wire Middle East and North Africa Civil Society Development 15000 check/wire Russia and the Newly Independent States Youth Leadership 20707 check/wire Sub-Saharan Africa Media Development 5353 check/wire Russia and the Newly Independent States Media Development 5826 check/wire Europe (Including Iceland and Greenland) Media Development 6872 check/wire Russia and the Newly Independent States Civil Society Development 103136 check/wire Middle East and North Africa Civil Society Development 70000 check/wire Middle East and North Africa Civil Society Development 75000 check/wire Europe (Including Iceland and Greenland) Access to Information 23246 check/wire Middle East and North Africa Civil Society Development 16485 check/wire Europe (Including Iceland and Greenland) Media Development 5902 check/wire Europe (Including Iceland and Greenland) Media Development 20054 check/wire Middle East and North Africa Youth Leadership 55291 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Middle East and North Africa Educational Exchanges 27453 check/wire Sub-Saharan Africa Youth Leadership 58289 check/wire Sub-Saharan Africa Youth Leadership 34975 check/wire Europe (Including Iceland and Greenland) Media Development 291876 check/wire Sub-Saharan Africa Youth Leadership 126358 check/wire Sub-Saharan Africa Youth Leadership 19551 check/wire Sub-Saharan Africa Civil Society Development 69806 check/wire Sub-Saharan Africa Civil Society Development 72526 check/wire Sub-Saharan Africa Access to Information 20201 check/wire Sub-Saharan Africa Access to Information 8464 check/wire Sub-Saharan Africa Civil Society Development 85292 check/wire Sub-Saharan Africa Access to Information 7006 check/wire Sub-Saharan Africa Access to Information 18000 check/wire Sub-Saharan Africa Access to Information 24701 check/wire 110 19 Exchange Grant Central America and the Caribbean 1 6260 check/wire Exchange Grant East Asia and the Pacific 9 66731 check/wire Exchange Grant Europe (Including Iceland and Greenland) 9 79937 check/wire Exchange Grant Middle East and North Africa 3 23736 check/wire Exchange Grant Russia and the Newly Independent States 1 6770 check/wire Exchange Grant South America 4 37571 check/wire Exchange Grant South Asia 6 46866 check/wire Exchange Grant Sub-Saharan Africa 21 169111 check/wire Fellowship Grant Central America and the Caribbean 5 17086 check/wire Fellowship Grant Middle East and North Africa 15 9649 check/wire Fellowship Grant Sub-Saharan Africa 1700 2579858 check/wire Training Grant Middle East and North Africa 16 13948 check/wire Fellowship Grant Russia and the Newly Independent States 1 5 check/wire Fellowship Grant Sub-Saharan Africa 58 58063 check/wire Exchange Grant Europe (Including Iceland and Greenland) 5 30993 check/wire Exchange Grant Russia and the Newly Independent States 12 343 check/wire Exchange Grant Central America and the Caribbean 14 10740 check/wire Exchange Grant East Asia and the Pacific 25 95028 check/wire Exchange Grant Europe (Including Iceland and Greenland) 5 2950 check/wire Exchange Grant Middle East and North Africa 29 122997 check/wire Exchange Grant North America 5 29680 check/wire Exchange Grant Russia and the Newly Independent States 42 29317 check/wire Exchange Grant South America 18 44389 check/wire Exchange Grant South Asia 66 97583 check/wire Exchange Grant Sub-Saharan Africa 71 166950 check/wire Fellowship Grant East Asia and the Pacific 13 109619 check/wire Fellowship Grant Europe (Including Iceland and Greenland) 8 134763 check/wire Fellowship Grant Middle East and North Africa 159 2249914 check/wire Fellowship Grant Russia and the Newly Independent States 6 -344 check/wire Fellowship Grant South America 9 96141 check/wire Fellowship Grant South Asia 330 3047571 check/wire Fellowship Grant Sub-Saharan Africa 15 130165 check/wire Exchange Grant Middle East and North Africa 15 8725 check/wire Training Grant Middle East and North Africa 76 38081 check/wire Individual Program Grant Middle East and North Africa 11 330691 check/wire Travel grant Sub-Saharan Africa 49 180911 check/wire false false false false false true Procedure for Monitoring Use of Grant Funds Outside U.S. Schedule F, Part I, Line 2 IREX requires programmatic reporting from all grantees. Periodic financial reporting is required from all grantees who receive cost reimbursable awards. Programmatic reports are reviewed by IREX to ensure planned activities are undertaken and that all work is within the scope of the award. Financial reports are reviewed to ensure that grant funds are used for the purposes intended. Site visits by IREX staff are encouraged and taken whenever practical. Additional oversight measures including more frequent reporting, audits, physical evidence of performance, etc., are employed when normal oversight indicates areas of concern. As part of its headquarters oversight function, IREX has a Financial Review program for its fieLd offices. This program is intended to assess the soundness of the financial management practices in our fieLd offices, as well as to identify and resolve any related issues. For this purpose, a team of financial experts within IREX as well as external consultants conduct periodic reviews of our field offices. Field offices are selected for review based on a risk assessment that is performed by the Field Finance Manager and the CFO on a yearly basis; over the past three years a number of IREX country offices benefited from this program. Accounting Method Used SCHEDULE F, PART I, LINE 3, COLUMN F THE EXPENDITURES, PER REGION, ARE PRESENTED ON THE ACCRUAL BASIS OF ACCOUNTING. Purpose of Grants to Individuals and Organizations Outside the U.S. Schedule F, Parts II and III IREX provided educational opportunities to study in the U.S. for approximately 2,319 international students from July 1, 2015 to June 30, 2016. Professional exchanges in the field of education and journalism were also provided to over 361 international professionals. IREX requests that the grant recipients sign agreements that the awards are for their intended purpose. Almost all expenses, except student stipends, are paid directly by IREX or reviewed by IREX prior to payment. true N Street Village Inc 1333 N Street NW Washington DC 20005 521007373 501(c)(3) 6946 General Support 1 Exchange Grant 24 980 Exchange Grant 125 103561 Exchange Grant 5 29680 Procedure for Monitoring Use of Grant Funds Inside U.S. Schedule I, Part I, Line 2 Annually, as a community service project, IREX employees donate funds to a local tax exempt charity. IREX matches these donations. Purpose of Grants to Individuals and Organizations in the United States Schedule I, Parts II and III Annually, as a community service project, IREX employees donate funds to a local tax exempt charity. IREX matches these donations and requests that the recipient use the funds for their intended purpose. X X false true X X X true false false false false false false false false Kristin Lord President (Ex Officio) 278500 0 0 0 0 0 14461 0 10471 0 303432 0 0 0 Joyce Neverov Senior VP & Chief of Staff 208750 0 10000 0 0 0 32231 0 2730 0 253711 0 0 0 Fernando Barragan CFO, to 7/15/16 197500 0 10000 0 0 0 20410 0 11417 0 239327 0 0 0 Robert Cronin VP 100042 0 0 0 99386 0 29914 0 6803 0 236145 0 0 0 Jill Jarvi Chief of Party 179750 0 0 0 19200 0 11448 0 8298 0 218696 0 0 0 Aleksander Dardeli VP 176763 0 3500 0 0 0 9013 0 11417 0 200693 0 0 0 Rebecca Bell-Meszaros Division Director (EPD) 141500 0 7500 0 0 0 22350 0 11317 0 182667 0 0 0 Ari Katz Country Director 110250 0 0 0 38087 0 23290 0 17436 0 189063 0 0 0 Evan Tracz Country Director 108750 0 0 0 30000 0 14229 0 17396 0 170375 0 0 0 Housing allowance or residence for personal use Schedule J, Part I, Line 1a Housing allowances are provided to expatriate employees located in IREX overseas field office programs. The provision of the housing allowance is consistent with or lower than what is commonly provided by the US government and other international development agencies when placing employees in overseas locations. Housing allowances are determined on a case by case basis. Factors considered include the cost of housing in the specific country, US government housing allowance guidelines and negotiations with the expatriate employee to be assigned to the location. Employees serving at overseas locations included among the highest compensated employees listed on the compensation schedule received housing allowance benefits which were included in their reported compensation. No housing allowance benefits are provided to directors, officers, or key employees. Health or social club dues or initiation fees Schedule J, Part I, Line 1a IREX pays the annual dues for the President to conduct business and meetings with board members at a local social club. All IREX business related expenses incurred by the President at the social club are reviewed and authorized before reimbursement is made to the President. Only business related expenses are reimbursed by IREX. Written policy regarding payment or reimbursement Schedule J, Part I, Line 1b As stated, housing allowances are determined on a case by case basis. Other Expense reimbursements are subject to review and compliance with IREX travel and expense reimbursement policies. Approval by the Board or Compensation Committee Schedule J, Part I, Line 3 The President's annual salary increase and award are determined by the chairperson of the Board of Governors in consultation with the members of the executive committee. Annual salary increases and awards for other officers and key employees are determined by the President based on the established institutional salary increase ranges for all DC paid employees. Any officer or key employee awards are determined by the President within the parameters of an employee award plan adopted by the Board of Governors. Finally all other officer and key employee salary increases and awards (if any) are reviewed by the President with the chairperson of the Board. Severance Payments Schedule J, Part I, line 4a The following individuals received severance payments for the tax year 2015: Robert Cronin $85,750 Number of Individuals Employed Form 990, Part I, Line 5 & Part V, Line 2a THE NUMBER OF EMPLOYEES LISTED (244) ONLY REFLECTS THE EMPLOYEES PAID OUT OF THE HEADQUARTERS OFFICE WITH A W-2. IREX IS AN INTERNATIONAL ORGANIZATION WITH OVER 400 TOTAL PERSONS (INCLUDING FOREIGN LOCAL HIRES) IN 25 OFFICES IN 19 COUNTRIES. THE MAJORITY OF EMPLOYEES ARE LOCATED IN IREX COUNTRY OFFICES. ONLY 202 EMPLOYEES ARE LOCATED IN THE HEADQUARTERS OFFICE IN WASHINGTON, DC. Organization's Mission Form 990, Part III, Line 1 INTERNATIONAL RESEARCH & EXCHANGES BOARD (IREX) PROMOTES POSITIVE LASTING CHANGE GLOBALLY. IREX ENABLES LOCAL INDIVIDUALS AND INSTITUTIONS TO BUILD KEY ELEMENTS OF A VIBRANT SOCIETY: QUALITY EDUCATION, INDEPENDENT MEDIA, AND STRONG COMMUNITIES. TO STRENGTHEN THESE SECTORS, IREX'S PROGRAM ACTIVITIES ALSO INCLUDE CONFLICT RESOLUTION, TECHNOLOGY FOR DEVELOPMENT, WOMEN AND YOUTH. WITH MORE THAN 45 YEARS OF EXPERIENCE, IREX IS GUIDED BY ITS ENDURING VALUES AND IS COMMITTED TO ORGANIZATIONAL EXCELLENCE, MEASURABLE IMPACT AND THOUGHT LEADERSHIP. IREX EMPLOYS FIELD-TESTED METHODS AND INNOVATIVE USES OF TECHNOLOGIES TO DEVELOP PRACTICAL AND LOCALLY-DRIVEN SOLUTIONS WITH OUR PARTNERS. PROGRAM SERVICE ACTIVITY #1 FORM 990, PART III, LINE 4A The Democracy, Governance and Media technical division has an extensive portfolio of programs focused on good governance, civil society strengthening, youth and women's empowerment, media development, and NGO capacity-building in Africa, Asia, Europe & Eurasia, Latin America, and the Middle East. IREX integrates targeted activities for underrepresented populations, which include women, youth, ethnic minorities, and people with disabilities. Through Collaborative Technologies program activities managed by the Center of Collaborative Technology, IREX works to provide and integrate new technologies that create a more inclusive information society to help inform communities, policymakers, academics, and civil society leaders throughout the world as they seek ways to expand citizens' access to information. IREX engages in partnership with people, organizations, and government institutions to improve their communities and foster good governance through elevating citizen voice, broadening access to information for citizens and policymakers, foster accountability and promote good governance. IREX works closely with civil society organizations to strengthen engagement between citizens and government, and provide opportunities for people to improve their lives and be leaders in their communities. IREX works to advance media professionalism, sustainability, sound media laws, and the local institutions that support independent media and journalists. PROGRAM SERVICE ACTIVITY #2 FORM 990, PART III, LINE 4B Education supports economic development, social reform, and civic participation within a society and provides the foundation for tomorrow's leaders. IREX works with individuals, institutions, and governments to expand access to and improve the quality of education worldwide. IREX designs programs and provides consulting to support lifelong learning starting at the primary and secondary levels, continuing through higher education, and including continuing professional training. Program areas include Basic Education Development, Higher Education Development, International Education and Research Support. FOREIGN BANK ACCOUNTS FORM 990, PART V, LINE 4B El Salvador Georgia Ghana Iraq Jordan Kenya Kyrgyzstan Liberia Libya Moldova Mozambique Nicaragua Russia South Africa Tunisla Tajikistan Turkmenistan Ukraine West Bank Form 990 Review Process Form 990, Part VI, Line 11b Form 990 was reviewed thoroughly by the organization's Treasurer in initial draft and final form prior to filing. The Board of Directors have authorized the members of the Finance Committee to review the final copy of the return. The review by the Finance Committee was conducted prior to filing the Form 990. The Form 990 was made available electronically to all members of the Board of Directors before it was filed with the IRS. Conflict of Interest Policy Monitoring & Enforcement Form 990, Part VI, Line 12c The Board of Governors at their November 2010 meeting adopted an annual conflict of interest submission disclosure requirement for each Governor. A similar disclosure is required for all members of staff senior management group. In addition, IREX has a written conflict of interest policy covering employees. After the annual disclosures are submitted, they are reviewed by the Office of the President (for Board members) or the Chief of Staff (for senior staff). If there is a potential or perceived conflict, the matter is elevated to the President and Chairperson of the Board (for Board members) or the President and Chief of Staff (for senior staff). If there is a conflict, the person would recuse themselves from any deliberations or decision-making related to the transaction. PROCESS FOR DETERMINING COMPENSATION Form 990, Part VI, Lines 15a & 15b The President's annual salary increase and award are determined by the Chairperson of the Board of Governors in consultation with the members of the Executive Committee. Annual salary increases and awards for other officers and key employees are determined by the President based on annually established institutional salary increase ranges for all DC paid employees. Any officer or key employee awards are determined by the President within the parameters of an employee award plan adopted by the Board of Governors. Finally all other officer and key employee salary increases and awards (if any) are reviewed by the President with the Chairperson of the Board. Annually, IREX acquires salary survey information from a variety of sources and makes adjustments of salary ranges, if necessary. Deliberations and decisions regarding the determination of compensation, such as salary increases and awards, are contemporaneously documented. HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC Form 990, Part VI, Line 19 The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. Copies of the financial statements are also available on the IREX website. EXPLANATION OF FUNCTIONAL EXPENSES Form 990, Part IX, Lines 1, 2, 3, 24A & B In carrying out program services, IREX works extensively in partnerships with other organizations. Over 90% of IREX's total program expenditures were devoted to educational, professional exchanges and partnership activities plus the staff and travel costs directly related to supporting these activities.