2017-05-02T13:25:27-05:00 2016-09-30 043108635 LEONARD MULHERIN & GREENE PC 625 GROVE STREET BRAINTREE MA 02184 990 2015-10-01 043174501 EF INTERCULTURAL FOUNDATION INC EFIN 6176191200 EF CNTR BOSTON TWO EDUCATION CIRCLE CAMBRIDGE MA 02141 JONAS BERGVALL TREASURER 6176192151 2017-04-28 1 MARK J PREZIOSI P00968923 7813564800 2015 2021-01-29 14:40:06Z ROBERT HART EF CNTR BOSTON TWO EDUCATION CIRCLE CAMBRIDGE MA 02141 6474038 0 X WWW.EFHOMESTAY.ORG X 1992 MA TO OPERATE PROGRAMS OF INTERNATIONAL EDUCATION AND CULTURAL EXCHANGE BETWEEN THE UNITED STATES AND OTHER COUNTRIES. 2 2 30 21 0 0 0 0 8758549 6474038 0 0 0 0 8758549 6474038 0 0 0 0 2601172 1970847 0 0 0 5987940 4379718 8589112 6350565 169437 123473 1259092 582796 981120 181351 277972 401445 TO OPERATE PROGRAMS OF INTERNATIONAL EDUCATION AND CULTURAL EXCHANGE BETWEEN THE UNITED STATES AND OTHER COUNTRIES. 0 0 4665517 6474038 DEVELOP AND MANAGE VISITOR EXCHANGE PROGRAMS FOR TEEN-AGED STUDENTS TO ENHANCE THEIR KNOWLEDGE, AWARENESS, AND APPRECIATION OF INTERNATIONAL CULTURE AND LANGUAGE THROUGH ACTIVE PARTICIPATION ABROAD. APPROXIMATELY 2,872 STUDENTS SERVED IN 2016. 4665517 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 215 0 30 1 0 0 0 0 0 0 0 0 0 0 X 2 2 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 1 0 0 0 MA CA X X JONAS BERGVALL 6176192151 TWO EDUCATION CIRCLE CAMBRIDGE MA 02141 JENS APPELKVIST DIRECTOR 1.00 X 0 0 0 LISA SOUSA DIRECTOR 1.00 X 0 0 0 ROBERT HART PRESIDENT 40.00 X 158037 0 12396 DALIA MAHMOD UNTIL 70116 TREASURER/CLERK 3.00 X 0 0 0 JONAS BERGVALL SINCE 70116 TREASURER/CLERK 3.00 X 0 0 0 MARYANN TRUE AREA MANAGER 40.00 X 188385 0 13709 346422 0 26105 2 0 1 0 PRICE POSTEL & PARMA LLP 200 EAST CARRILLO STREET SANTA BARBARA CA 93102 LEGAL SERVICES 211628 1 PROGRAM FEE REVENUE 611710 6474038 6474038 6474038 6474038 6474038 0 0 182501 182501 1438308 944579 493729 13856 5134 8722 206661 124573 82088 129521 79810 49711 34455 34455 12705 12705 28364 28364 218959 218959 124455 124455 62080 62080 254509 254509 101 101 15403 15403 TOURS 1219850 1219850 TRANSPORTATION 1066358 1066358 OTHER DIRECT COSTS 639141 639141 ACCOMMODATION EXPENSES 586072 586072 117266 117266 6350565 4665517 1685048 0 897796 495586 2628 974 224598 60857 50712 11250 56794 42665 29532 14129 53826 0 1259092 582796 436337 179034 544783 2317 981120 181351 X 277972 401445 277972 401445 1259092 582796 123473 0 X 0 1 X 1 0 X 12366824 13036928 10116273 8758549 6474038 50752612 12366824 13036928 10116273 8758549 6474038 50752612 0 0 0 50752612 2189 2189 2189 2189 12369013 13036928 10116273 8758549 6474038 50754801 1.00000 1.00000 0.00000 X 56794 42665 14129 14129 DUE TO EF EDUCATION FIRST, LTD. 2317 2317 X 0 0 0 0 0 0 0 0 0 ROBERT HART PRESIDENT 158037 0 0 0 0 0 0 0 12396 0 170433 0 0 0 MARYANN TRUE AREA MANAGER 188385 0 0 0 0 0 5423 0 8286 0 202094 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE FOUNDATION DOES NOT HAVE ANY COMMITTEES. DUE TO THE SIZE OF THE BOARD (2 MEMBERS), ALL DIRECTORS AND OFFICERS ARE INVOLVED IN ALL FOUNDATION DECISIONS. FORM 990, PART VI, SECTION B, LINE 11 THE FOUNDATION'S TREASURER AND CLERK PRESENTS A DRAFT OF THE FORM 990 TO THE BOARD, WHICH IS PREPARED BY THE FOUNDATION'S INDEPENDENT ACCOUNTANTS. ANY RESULTANT COMMENTS AND CHANGES ARE THEN INCORPORATED INTO THE FORM 990 BY THE INDEPENDENT ACCOUNTANTS. A FINAL VERSION OF THE FORM 990 IS PROVIDED TO EACH MEMBER OF THE BOARD OF DIRECTORS PRIOR TO ITS FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS AND DIRECTORS OF THE FOUNDATION ARE REQUIRED TO FILE A STATEMENT ON AN ANNUAL BASIS DISCLOSING ANY POTENTIAL INTERESTS THAT COULD GIVE RISE TO CONFLICTS. THESE STATEMENTS ARE COMPLETED AT THE BEGINNING OF EACH FISCAL YEAR AND ARE EVALUATED BY THE OFFICERS OF THE FOUNDATION. INDIVIDUALS WITH POTENTIAL CONFLICTS OF INTEREST ARE PROHIBITED FROM PARTICIPATING IN ANY DELIBERATIONS OR DECISIONS THAT MAY BE EFFECTED BY A POTENTIAL CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR TOP OFFICIALS ARE BASED UPON APPROVAL BY THE BOARD OF DIRECTORS. FOR OTHER KEY EMPLOYEES AND OFFICERS, COMPENSATION IS BASED UPON A FIXED SUM AGREED UPON AT THE TIME OF EMPLOYMENT. THIS SUM REFLECTS AN EMPLOYEE'S LEVEL OF EXPERIENCE AND EXPERTISE WHEN (S)HE JOINS THE FOUNDATION. SALARIES ARE STRICTLY CONFIDENTIAL AND NEGOTIATED INDIVIDUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC VIA THE WEBSITES OF CERTAIN STATE REGULATORY AGENCIES AS WELL AS UPON REQUEST. THE FOUNDATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990 UNDER AN AGREEMENT WITH THE FOUNDATION, EF EDUCATION FIRST, LTD. OPERATES AND ADMINISTERS EDUCATIONAL AND CULTURAL EXCHANGE PROGRAMS WITHIN THE UNITED STATES. EF EDUCATION FIRST, LTD. REIMBURSED THE FOUNDATION FOR ALL PRODUCTION COSTS AND OTHER APPROVED EXPENDITURES INCURRED. FOR THE YEARS ENDED SEPTEMBER 30, 2016 AND 2015, THE AMOUNT OF THESE COSTS TOTALED $6,234,071 AND $8,413,163, RESPECTIVELY, AND ARE INCLUDED IN PROGRAM FEE REVENUE ON FORM 990, PART VIII. AT SEPTEMBER 30, 2016 AND 2015, THE FOUNDATION OWED EF EDUCATION FIRST, LTD. $2,317 AND $544,783 RESPECTIVELY. THE FOUNDATION LEASES ITS PRIMARY OFFICE SPACE IN CAMBRIDGE, MASSACHUSETTS FROM EFEKTA HOUSE, INC. THE ORIGINAL LEASE WAS ENTERED INTO DECEMBER 1, 2014 AND WAS AMENDED ON JANUARY 1, 2016. THE AMENDED LEASE CALLS FOR ANNUAL RENT OF $120,350 AND EXPIRES ON SEPTEMBER 30, 2019. RENT EXPENSE FOR OFFICE SPACE PAID TO EFEKTA HOUSE, INC. TOTALED $124,455 AND $127,631 IN 2016 AND 2015, RESPECTIVELY AND ARE INCLUDED IN OCCUPANCY EXPENSES ON FORM 990, PART IX. EF INTERNATIONAL EDUCATION FOUNDATION LLC 2 EDUCATION CIRCLE CAMBRIDGE MA 02141 452721466 EVALUATION OF APPLICATIONS FOR SCHOLARSHIPS MA 0 EF INTERCULTURAL FOUNDATION INC