2017-11-01T12:22:00-05:00 2016-12-31 232896692 BBD LLP 1835 MARKET STREET 26TH FLOOR PHILADELPHIA PA 19103 990 2016-01-01 231505095 EISENHOWER EXCHANGE FELLOWSHIPS INCORPORATED EISE 2155461738 250 SOUTH 16TH STREET PHILADELPHIA PA 19102 GEORGE de LAMA PRESIDENT 2155461738 2017-11-01 1 JENNIFER SOLOT P00749373 2155677770 38.88.148.130 2017-11-01 13:21:47 ED P 11AE3E88E8C2217D7D81F7CFE1570750383F7E13 11AE3E88E8C2217D7D81F7CFE1570750383F7E13 2016 2021-01-29 14:40:06Z GEORGE de LAMA 250 SOUTH 16TH STREET PHILADELPHIA PA 19102 11825425 0 X WWW.EFWORLD.ORG X 1953 PA A GLOBAL LEADERSHIP NETWORK THAT FOSTERS A MORE PEACEFUL, PROSPEROUS & JUST WORLD. 47 46 34 56 0 0 2673870 3476459 0 0 1391081 -395249 7769 11151 4072720 3092361 26251 1429330 0 0 2395005 2609171 0 0 468286 2677656 1189786 5098912 5228287 -1026192 -2135926 44458372 45176206 321334 159703 44137038 45016503 X EISENHOWER FELLOWSHIPS IDENTIFIES, EMPOWERS AND CONNECTS INNOVATIVE LEADERS THROUGH A TRANSFORMATIVE FELLOWSHIP EXPERIENCE AND LIFELONG ENGAGEMENT IN A GLOBAL NETWORK OF DYNAMIC CHANGE AGENTS COMMITTED TO CREATING A WORLD MORE PEACEFUL, PROSPEROUS AND JUST. 0 0 1247992 580401 AFRICA REGIONAL PROGRAM - THE FALL AFRICA REGIONAL PROGRAM, HELD IN OCTOBER AND NOVEMBER, BROUGHT TOGETHER 24 LEADERS FROM EIGHT COUNTRIES - GHANA, KENYA, LIBERIA, NIGERIA, RWANDA, SOUTH AFRICA,TANZANIA AND ZIMBABWE - WITH THE GOAL OF ADVANCING EF'S IMPACT ACROSS SUB-SAHARAN AFRICA AND BRINGING THREE NEW COUNTRIES INTO THE EF NETWORK. SIMILAR TO THE GLOBAL PROGRAM (MULTI-NATION), THE FELLOWS FOLLOWED A TRAVEL ITINERARY OF SEVEN WEEKS AROUND THE U.S., CUSTOMIZED TO THEIR FIELDS OF INTEREST, COMPOSED OF MEETINGS AND SITE VISITS WITH EXPERTS IN THEIR PROFESSIONAL SECTOR. THEY MET WITH LEADERS IN BUSINESS, GOVERNMENT, NONPROFITS, THE MEDIA AND ACADEMIA. THE FELLOWSHIP WAS MARKED BY A VISIT TO THE WHITE HOUSE IN OCTOBER AND A PHOTO IN THE ROSE GARDEN WITH FORMER PRESIDENT BARACK OBAMA. [CONTINUED ON SCH O] THE PROGRAM CULMINATED WITH A CLOSING SEMINAR WITH COLIN POWELL HELD AT THE COLIN POWELL SCHOOL AT THE CITY COLLEGE OF NEW YORK. 1134192 556509 GLOBAL PROGRAM (MULTI-NATION) - THE 2016 GLOBAL PROGRAM HELD IN APRIL AND MAY BROUGHT TOGETHER 22 FELLOWS FROM 21 COUNTRIES TO NETWORK IN THEIR PROFESSIONAL FIELDS, AND ACROSS SECTORS WITH OTHER FELLOWS. EACH FELLOW FOLLOWED A SEVEN WEEK TRAVEL ITINERARY AROUND THE U.S. CUSTOMIZED TO THEIR PROFESSIONAL INTERESTS, COMPOSED OF INDIVIDUALIZED MEETINGS AND SITE VISITS. FELLOWS MET WITH LEADERS AND EXPERTS WITHIN THEIR FIELDS, PARTICIPATED IN GROUP MEETINGS AND SEMINARS DESIGNED TO FOSTER DIALOGUE AND ENCOURAGE CONTINUED LEARNING, AND CREATE OPPORTUNITIES FOR THE EXCHANGE OF IDEAS AND COLLABORATION WITH OTHER EF FELLOWS. 1001402 THE GLOBAL FELLOWS NETWORK FOSTERS CONNECTION AND CONTINUED ENGAGEMENT AMONG FELLOWS AROUND THE WORLD. EF CURRENTLY HAS 45 NATIONAL OR REGIONAL CHAPTERS OF FELLOWS. ROLES RANGE FROM IDENTIFYING CANDIDATES AS FUTURE FELLOWS TO MENTORING NEWLY SELECTED FELLOWS, SERVING ON NOMINATING COMMITTEES, TAKING LEADERSHIP POSITIONS IN THE NATIONAL OR REGIONAL CHAPTERS, TO ORGANIZING EF DAY PROGRAMS, CONFERENCES AND OTHER EVENTS. FELLOWS ALSO PROVIDE PROGRAM GUIDANCE AND HOSPITALITY TO VISITING FELLOWS. THE GLOBAL NETWORK COUNCIL, PRESIDENT'S ADVISORY COUNCIL AND BOARD OF TRUSTEES ARE FORUMS FOR THOSE WHO ACCEPT LEADERSHIP AND SERVICE ROLES WITH THE EF HEADQUARTERS AND WORLDWIDE NETWORK. EF'S NETWORK OFFICE FACILITATES COMMUNICATION [CONTINUED ON SCH O]AMONG FELLOWS THROUGH QUARTERLY NEWSLETTERS, WEB NEWS ARTICLES AND SOCIAL MEDIA FEATURING FELLOW ACCOMPLISHMENTS AND NOTEWORTHY EVENTS, SUCH AS REGIONAL AND GLOBAL EF CONFERENCES. EF ASSISTED IN FACILITATING AND/OR PROMOTING CONFERENCES AND REGIONAL EVENTS IN ARGENTINA, BRAZIL, HUNGARY, INDONESIA, IRELAND, PHILLIPPINES, JAPAN, PERU AND SPAIN ON TOPICS OF FOREIGN/SECURITY POLICY, ASEAN UNITY, INNOVATION, EUROPEAN UNITY AND THE UK REFERENDUM AND FREEDOM OF THE PRESS. 780994 292420 OTHER PROGRAMS - EF ALSO RUNS A USA PROGRAM, SENDING UP TO 10 U.S. CITIZENS ABROAD FOR SIX-WEEK FELLOWSHIPS IN ONE OF 35 COUNTRIES AROUND THE WORLD ON SIX CONTINENTS. IN 2016 NINE FELLOWS CHOSE ONE OR TWO COUNTRIES IN THE NETWORK AND RECEIVED A CUSTOMIZED ITINERARY OF WORKING MEETINGS AND SITE VISITS, INCLUDING DINNERS AND RECEPTIONS WITH GLOBAL EF FELLOWS. THE USA FELLOWS' DESTINATIONS INCLUDED SWEDEN, SAUDI ARABIA, SPAIN, RUSSIA, JAPAN, RWANDA, BRAZIL, INDONESIA, THAILAND, NEW ZEALAND, FRANCE, IRELAND, NORTHERN IRELAND, VIETNAM AND SRI LANKA. ONE USA FELLOW IS ALWAYS AN ACTIVE FARMER OR RANCHER. THE 2016 AGRICULTURE FELLOW TRAVELED TO NIGERIA AND GHANA. EF EXPANDED ITS USA PROGRAM BY LAUNCHING IN 2015 A PARTNERSHIP WITH CHINA'S MINISTRY OF EDUCATION, IMPLEMENTED BY EISENHOWER FELLOWSHIPS AND THE CHINA EDUCATION ASSOCIATION FOR INTERNATIONAL EDUCATION. FELLOWS ARE SELECTED IN A COMPETITIVE RECRUITMENT PROCESS FROM AROUND THE U.S. IN 2016 THE ZHI-XING CHINA EISENHOWER FELLOWSHIP PROGRAM SENT 9 AMERICAN FELLOWS AS A GROUP TO CHINA FOR A FOUR-WEEK PROFESSIONAL AND LEADERSHIP DEVELOPMENT PROGRAM. THE FELLOWSHIPS FEATURED INTENSIVE CULTURAL IMMERSION, WITH GROUP SESSIONS AND TAILORED MEETINGS WITH BOTH CHINESE AND U.S. EXPERTS, IN FOUR TO SIX CITIES WITHIN CHINA. THE 2016 ZHI-XING FELLOWS FOCUSED ON EDUCATION, INNOVATION IN HEALTHCARE, FILM AND MEDIA, WOMEN'S LEADERSHIP AND AGRICULTURE. 780994 292420 4164580 1 1 0 0 0 0 0 0 0 1 1 1 0 1 0 1 1 0 0 0 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 51 0 34 1 0 0 0 0 0 1 1 0 0 0 0 X 47 46 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA MA NJ NY NC PA X X DIRECTOR OF FINANCE AND ADMIN 2155461738 250 S 16TH STREET PHILADELPHIA PA 19102 GENERAL COLIN L POWELL USA (RET), CHAIRMAN 1.20 X X 0 0 0 MADELEINE K ALBRIGHT TRUSTEE 0.20 X 0 0 0 MOHAMMED M AL-ARDHI TRUSTEE 0.20 X 0 0 0 AMR A AL-DABBAGH TRUSTEE 0.20 X 0 0 0 H JESSE ARNELLE TRUSTEE 0.20 X 0 0 0 WILLIAM L ATWELL TRUSTEE 0.20 X 0 0 0 ANINDYA BAKRIE TRUSTEE 0.20 X 0 0 0 H IBRAHIM BODUR TRUSTEE TIL 5/23/16 0.20 X 0 0 0 RICHARD P BROWN JR TRUSTEE 0.20 X 0 0 0 ANDREW M BURSKY TRUSTEE TIL 12/12/16 0.80 X 0 0 0 KIMBALL C CHEN TRUSTEE 1.00 X 0 0 0 DEREK CHILVERS TRUSTEE 2.60 X 0 0 0 CHARLES E COBB JR TRUSTEE 2.00 X 0 0 0 EDGAR M CULLMAN JR TRUSTEE 3.20 X 0 0 0 DAVID EISENHOWER TRUSTEE 0.60 X 0 0 0 SUSAN EISENHOWER TRUSTEE 0.20 X 0 0 0 JEREMY K ELLIS TRUSTEE 0.20 X 0 0 0 CONRADO J ETCHEBARNE TRUSTEE 0.20 X 0 0 0 ALAN H FLEISCHMANN TRUSTEE 0.20 X 0 0 0 THEODORE FRIEND TRUSTEE 1.60 X 0 0 0 JACK GOLDEN TRUSTEE TIL 9/1/16 0.20 X 0 0 0 MIKE GOODRICH TRUSTEE TIL 12/12/16 0.20 X 0 0 0 MARY LOUISE GORNO TRUSTEE 2.60 X 0 0 0 MARK GRIER TRUSTEE 3.00 X 0 0 0 SUSAN HAKKARAINEN TRUSTEE 2.60 X 0 0 0 HARRY HALLORAN TRUSTEE 0.20 X 0 0 0 NATHAN HAYWARD III TRUSTEE TIL 4/4/16 0.80 X 0 0 0 SHOW-CHUNG HO TRUSTEE 0.20 X 0 0 0 JAMES W HOVEY TRUSTEE 2.80 X 0 0 0 F RICHARD HSU PHD TRUSTEE 0.20 X 0 0 0 MEHMET FATIH KARAMANCI TRUSTEE 0.20 X 0 0 0 JOHN W KEOGH TRUSTEE 0.20 X 0 0 0 NEMIR A KIRDAR TRUSTEE 0.20 X 0 0 0 MATT MANDERS TRUSTEE 3.40 X 0 0 0 DAVID C MANKE TRUSTEE 1.80 X 0 0 0 JAMES L MCCABE TREASURER 4.00 X X 0 0 0 JOHN F MCDONNELL TRUSTEE TIL 7/15/16 0.20 X 0 0 0 VICTOR J MENEZES TRUSTEE 0.20 X 0 0 0 EDWARD L MONSER TRUSTEE TIL 4/1/16 0.20 X 0 0 0 PEDER HOLK NIELSEN TRUSTEE 0.20 X 0 0 0 OSMAN OKYAY TRUSTEE EFF 10/1/16 0.20 X 0 0 0 STEVE PAGLIUCA TRUSTEE 0.60 X 0 0 0 STEVE PELCH TRUSTEE EFF 4/1/16 0.20 X 0 0 0 BERNARD POUSSOT TRUSTEE 0.20 X 0 0 0 JAY R PRYOR TRUSTEE 0.20 X 0 0 0 ROBERT L REYNOLDS TRUSTEE TIL 1/29/16 0.20 X 0 0 0 FERIT SAHENK TRUSTEE 0.20 X 0 0 0 BRENT SCOWCROFT TRUSTEE TIL 10/21/16 0.20 X 0 0 0 JEFFREY SINGER TRUSTEE 1.00 X 0 0 0 BEN SORACI TRUSTEE EFF 3/15/16 0.20 X 0 0 0 ELIZABETH VAZQUEZ TRUSTEE TIL 12/13/16 0.20 X 0 0 0 ALFONSO VEGARA TRUSTEE 0.20 X 0 0 0 HAROLD A HAP WAGNER TRUSTEE 1.60 X 0 0 0 KEITH WHEELOCK TRUSTEE 0.20 X 0 0 0 CHRISTINE TODD WHITMAN VICE CHAIR 2.80 X X 0 0 0 JAIME AUGUSTO ZOBEL DE AYALA TRUSTEE 0.20 X 0 0 0 GEORGE de LAMA PRESIDENT 40.00 X X 294714 0 31990 ERIN HILLMAN VP, PROGRAMS & OPERATIONS 40.00 X 184885 0 31663 STEPHANIE S GROPP SEC & DIR, FINANCE & ADMIN 32.00 X 99780 0 25255 THOMAS FERGUSON SR DIR, DEVELOPMENT 40.00 X 116853 0 36568 GYPSY GUILLEN KAISE DIR, COMMUNICATIONS 40.00 X 115124 0 19118 811356 0 144594 4 0 1 0 0 3476459 367405 3476459 625483 625483 7712332 8733064 -1020732 -1020732 -1020732 OTHER INCOME 900099 11151 11151 11151 3092361 0 0 -384098 292420 292420 1136910 1136910 673406 354215 255996 63195 1402347 1120268 57399 224680 38824 29733 864 8227 356002 270042 29484 56476 138592 97568 19470 21554 63990 63990 268737 224596 32771 11370 120952 79958 23442 17552 52849 42582 10267 47545 10294 4476 32775 169263 162712 6551 273514 220785 30231 22498 108061 73198 34863 31411 22239 9172 MISCELLANEOUS 53464 27060 16445 9959 5228287 4164580 595421 468286 552290 806718 446254 56498 1047275 992802 121920 127517 3732550 1196569 2574995 2535981 19436260 19307289 12333928 13419967 7945450 7929434 44458372 45176206 321334 159703 321334 159703 X 31747349 32485830 185000 342000 12204689 12188673 44137038 45016503 44458372 45176206 X -2135926 3031407 -16016 X 0 1 X 1 0 X 2125123 3965538 3166612 2673870 3476459 15407602 2125123 3965538 3166612 2673870 3476459 15407602 3022486 12385116 833996 742940 987034 1022450 625483 4211903 7500 7769 11151 26420 19645925 0.63040 0.60110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 32216442 680000 1787150 1899838 32783754 34895746 770000 -1079062 2370242 32216442 35792438 4482590 -3881482 1497800 34895746 32323147 457771 4823481 1811961 35792438 30004651 3404867 809509 1895880 32323147 0.87000 0.13000 0 0 723608 723608 2425810 699966 1725844 583132 496603 86529 2535981 LIMITED PARTNERSHIPS 13419967 F 13419967 BENEFICIAL INTEREST IN FEDERAL TRUST 7929434 7929434 X 6043762 3031407 -16016 3015391 3028371 63990 63990 3092361 5164297 0 5164297 63990 63990 5228287 Part V, Line 4: INTENDED USE OF ENDOWMENT FUNDS TO SUPPORT EF'S PROGRAMS AND OPERATIONS. Part X, Line 2: UNCERTAIN TAX POSITIONS UNDER ASC 740 GAAP REQUIRES ENTITIES TO EVALUATE, MEASURE, RECOGNIZE AND DISCLOSE ANY UNCERTAIN INCOME TAX POSITIONS TAKEN ON THEIR TAX RETURNS. GAAP PRESCRIBES A MINIMUM THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET IN ORDER TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS. EF BELIEVES THAT IT HAD NO UNCERTAIN TAX POSITIONS AS DEFINED IN GAAP. Part XI, Line 2d - Other Adjustments: CHANGE IN VALUE OF BENEFICIAL INTEREST IN FEDERAL TRUST -16,016. 1 Central America and the Caribbean 0 0 INVESTMENTS 5071413 East Asia and the Pacific 0 0 FUNDRAISING (REVENUE) AND PROGRAM SERVICES/GRANTS (EXPENSE) FOR GLOBAL FELLOWS NETWORK EVENTS. 32370 Europe (Including Iceland & Greenland) 0 0 FUNDRAISING (REVENUE) AND PROGRAM SERVICES/GRANTS (EXPENSE) FOR GLOBAL FELLOWS NETWORK EVENTS. 47483 Middle East and North Africa 0 0 FUNDRAISING (REVENUE) AND PROGRAM SERVICES FOR GLOBAL FELLOWS NETWORK EVENTS. 3086 Russia and Neighboring States 0 0 PROGRAM SERVICES (EXPENSE) FOR GLOBAL FELLOWS NETWORK EVENTS. 5470 South America 0 0 PROGRAM SERVICES/GRANTS (EXPENSE) FOR GLOBAL FELLOWS NETWORK EVENTS. 15731 South Asia 0 0 FUNDRAISING (REVENUE) AND PROGRAM SERVICES/GRANTS (EXPENSE) FOR GLOBAL FELLOWS NETWORK EVENTS. 22780 Sub-Saharan Africa 0 0 FUNDRAISING (REVENUE) AND PROGRAM SERVICES (EXPENSE) FOR GLOBAL FELLOWS NETWORK EVENTS. 8771 0 0 0 0 0 0 5207104 0 5207104 FELLOWSHIPS SUB-SAHARAN AFRICA 27 652951 WIRE FMV FELLOWSHIPS EAST ASIA & THE PACFIC 6 145100 WIRE FMV FELLOWSHIPS EUROPE 7 169284 WIRE FMV FELLOWSHIPS SOUTH ASIA 2 48367 WIRE FMV FELLOWSHIPS MIDDLE EAST AND NORTH AFRICA 2 48367 WIRE FMV FELLOWSHIPS NORTH AMERICA 1 24183 WIRE FMV FELLOWSHIPS SOUTH AMERICA 1 24183 WIRE FMV 0 0 0 1 1 0 Part I, Line 2: EF MONITORS THE USE OF ITS GRANT FUNDS BY REQUIRING THE RECIPIENTS TO SUBMIT A REPORT AT THE END OF THE GRANT PERIOD ON THE STATUS OF THEIR PROJECT AND TO STATE EXPECTED MEASURABLE RESULTS. 1 FELLOWSHIPS 19 292420 FMV Part I, Line 2: EF MONITORS THE USE OF FELLOWSHIP FUNDS BY REQUIRING THE RECIPIENTS TO SUBMIT A REPORT AT THE END OF THE FELLOWSHIP PERIOD ON THEIR EXPERIENCE. X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 GEORGE de LAMA PRESIDENT 287000 0 0 0 7714 0 7950 0 24040 0 326704 0 0 0 ERIN HILLMAN VP, PROGRAMS & OPERATIONS 184795 0 0 0 90 0 5544 0 26119 0 216548 0 0 0 THOMAS FERGUSON SR DIR, DEVELOPMENT 116457 0 0 0 396 0 3494 0 33074 0 153421 0 0 0 X 7 367405 FMV @ TRANSFER DATE 0 0 0 0 Form 990, Part VI, Section A, line 2 DAVID EISENHOWER, TRUSTEE, AND SUSAN EISENHOWER, TRUSTEE, HAVE A FAMILY RELATIONSHIP. Form 990, Part VI, Section A, line 4 SIGNIFICANT CHANGES TO ORGANIZATION'S GOVERNING DOCUMENTS DURING 2016, EF REVISED ITS BYLAWS BY ADDING TERM LIMITS TO ITS TRUSTEES. PER EF'S BYLAWS "THE TERM OF OFFICE FOR TRUSTEES SHALL BE THREE YEARS, TO BE REVIEWED TRIENNIALLY BY THE EXECUTIVE COMMITTEE, WITH AN OPTION TO RENEW MEMBERSHIP, WITH A MAXIMUM OF THREE CONSECUTIVE THREE-YEAR TERMS. A TRUSTEE CAN RETURN TO BOARD SERVICE AFTER A COOLING-OFF PERIOD OF ONE YEAR, AT THE DISCRETION OF THE EXECUTIVE COMMITTEE. ALL TRUSTEES' TERMS RESET TO BEGIN THEIR THREE-YEAR TERMS AT THE 2016 ANNUAL MEETING OF THE BOARD." Form 990, Part VI, Section B, line 11b GOVERNING BODY REVIEW OF FORM 990 THE EXECUTIVE COMMITTEE REVIEWS THE FORM 990 FOR APPROVAL. ONCE APPROVED, A COPY OF THE RETURN IS DISTRIBUTED TO EACH BOARD TRUSTEE FOR REVIEW PRIOR TO FILING. Form 990, Part VI, Section B, line 12c MONITORING AND ENFORCEMENT OF CONFLICT OF INTEREST POLICY EF'S CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO ALL BOARD MEMBERS ANNUALLY FOR THEIR REVIEW. ALSO, STAFF RESPONSIBLE FOR CONTRACTING AND PROCUREMENT ARE PROVIDED WITH CURRENT BOARD LIST SO THAT THEY CAN REMAIN ALERT TO POTENTIAL REAL OR APPARENT CONFLICTS. CONCERNS ABOUT POSSIBLE CONFLICTS ARE REPORTED TO THE PRESIDENT, WHO ALERTS THE APPROPRIATE BOARD MEMBERS. Form 990, Part VI, Section B, line 15 PROCESS FOR DETERMINING COMPENSATION THE COMPENSATION COMMITTEE REVIEWS THE COMPENSATION OF THE PRESIDENT AND EXECUTIVE TEAM DIRECT REPORTS, THE ORGANIZATION'S OVERALL STAFF COMPENSATION AND BENEFITS STRATEGY AND POLICY AND MAKES RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE. Form 990, Part VI, Section C, line 19 PUBLIC AVAILABILITY OF OTHER DOCUMENTS EF POSTS ITS FORM 990, AUDITED FINANCIAL STATEMENTS AND ANNUAL BUSINESS PLAN ON ITS WEBSITE. EF'S CHARTER, BYLAWS AND OTHER GOVERNING DOCUMENTS, SUCH AS ITS CONFLICT OF INTEREST AND WHISTLEBLOWER POLICIES, ARE AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part XI, line 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN FEDERAL TRUST -16,016.