2017-03-30T09:00:48-05:00 2016-09-30 420714325 RSM US LLP 1861 INTERNATIONAL DRIVE SUITE 400 MCLEAN VA 22102 990 2015-10-01 521340267 INTERNATIONAL REPUBLICAN INSTITUTE INTE 2024089450 1225 EYE STREET NW NO 800 WASHINGTON DC 20005 DANIEL W FISK COO 2024089450 2017-03-29 1 YONG ZHANG CPA P01249785 7033366400 2015 2021-01-29 14:40:06Z X MARK GREEN 1225 EYE STREET NW NO 800 WASHINGTON DC 20005 55617289 0 X WWW.IRI.ORG X 1983 DC ADVANCE FREEDOM AND DEMOCRACY WORLDWIDE DEVELOPING POLITICAL PARTIES, CIVIC INSTITUTIONS, OPEN ELECTIONS, DEMOCRATIC GOVERNANCE AND THE RULE OF LAW. 25 25 244 25 0 0 51867083 55617289 0 0 299 0 -118558 -49224 51748824 55568065 3126592 7777110 0 0 17830903 18470396 0 0 49224 31033636 29866315 51991131 56113821 -242307 -545756 9902802 13209953 8288857 12141764 1613945 1068189 X IRI ADVANCES FREEDOM AND DEMOCRACY WORLDWIDE BY DEVELOPING POLITICAL PARTIES, CIVIC INSTITUTIONS, OPEN ELECTIONS, DEMOCRATIC GOVERNANCE AND THE RULE OF LAW. 0 0 3105043 UKRAINE: IRI IS AT THE FOREFRONT OF WORKING AT THE REGIONAL LEVEL TO STRENGTHEN MULTI-PARTY POLITICAL SYSTEMS, ENHANCE CIVIL SOCIETY AND PROMOTE DEMOCRATIC GOVERNANCE IN UKRAINE. THROUGH ITS EXTENSIVE LOCAL GOVERNANCE PROGRAMMING, IRI WORKS TO BRIDGE THE GAP BETWEEN CITIZENS AND ELECTED OFFICIALS THROUGHOUT THE COUNTRY AND INCREASE CITIZEN PARTICIPATION IN THE DECISION-MAKING PROCESS. STARTING IN 2015, IRI CONDUCTED THE FIRST-EVER NATION-WIDE MUNICIPAL PUBLIC OPINION SURVEY. THE ANNUAL SURVEY IS THEN SHARED AT A MAYOR'S ROUND TABLE AND A DEMOCRATIC GOVERNANCE CONFERENCE IN KYIV WHERE MAYORS AND THEIR STAFF WORK TOGETHER WITH GOVERNANCE EXPERTS, MEMBERS OF PARLIAMENT AND OTHER UKRAINIAN AND INTERNATIONAL STAKEHOLDERS TO SHARE BEST PRACTICES AND IMPROVE EXISTING GOVERNANCE MECHANISMS. IN RECENT YEARS, IRI HAS BEEN EXPANDING ITS PROGRAM TO FOSTER COOPERATION AND UNITY BETWEEN EAST AND WEST UKRAINE. THROUGH STUDY TOURS, WHERE LOCAL OFFICIALS AND YOUTH HAVE AN OPPORTUNITY TO INTERACT ON A PERSONAL LEVEL WITH THEIR COUNTERPARTS FROM DIFFERENT PARTS OF THE COUNTRY, IRI IS STRENGTHENING INTERREGIONAL RELATIONSHIPS BETWEEN REFORM-MINDED OFFICIALS AND YOUNG ACTIVISTS. USING POLLING DATA, IRI WORKS WITH POLITICAL PARTIES TO INCLUDE CITIZEN NEEDS AND CONCERNS IN THEIR DECISION-MAKING PROCESSES. 2580674 JORDAN: THE INTERNATIONAL REPUBLICAN INSTITUTE'S (IRI) PROGRAM IN JORDAN HAS FOCUSED ON CONNECTING CITIZENS AND GOVERNMENT BY PROMOTING DEMOCRATIC GOVERNANCE AND STRONG POLITICAL PARTIES. IRI GRASSROOTS-FOCUSED ACTIVITIES ENCOURAGE DEMOCRATIC PARTICIPATION ON THE NATIONAL AND LOCAL LEVELS BY ENGAGING CIVIL SOCIETY, PARTICULARLY WOMEN AND YOUTH, AND PREPARING POLITICAL PARTIES AND CANDIDATES FOR ELECTIONS. THROUGH ITS DEMOCRATIC GOVERNANCE PROGRAMS, IRI HELPS LOCAL CIVIL SOCIETY GROUPS CONNECT WITH THEIR ELECTED OFFICIALS, INVOLVING THEM IN DECISION-MAKING PROCESSES AND ENCOURAGING GOVERNMENT BODIES TO BE MORE RESPONSIVE AND ACCOUNTABLE TO CONSTITUENCIES. PROGRAM ACTIVITIES INCLUDE CIVIL SOCIETY ADVOCACY WORKSHOPS, CITIZEN SPONSORED ISSUE FORUMS, MAYORS' ROUNDTABLE DISCUSSIONS, AND WORKSHOPS FOR MAYORS AND THEIR STAFF ON CONSTITUENT RELATIONS AND COMMUNICATIONS. IRI'S EMPOWER INITIATIVE PROVIDES CIVIC EDUCATION AND LEADERSHIP SKILLS TO WOMEN IN "POVERTY POCKETS," GOVERNMENT-DESIGNATED VILLAGES THAT FALL BELOW SET SOCIO-ECONOMIC THRESHOLDS, TO INCREASE THEIR PARTICIPATION IN ELECTIONS AND GOVERNANCE IN THEIR COMMUNITIES. IRI ALSO OFFERS WORKSHOPS TO POLITICAL PARTIES AND CANDIDATES TO STRENGTHEN THEIR SKILLS AND PREPARE THEM FOR ELECTIONS. IRI WORKSHOPS HELP PARTIES AND CANDIDATES DEVELOP MORE EFFECTIVE PLATFORMS, CAMPAIGNS, POLITICAL MESSAGES AND INTERNAL COMMUNICATIONS PLANS. IRI'S WORK IS INFORMED AND SUPPORTED BY REGULAR PUBLIC OPINION RESEARCH AT THE NATIONAL AND MUNICIPAL LEVEL, WHICH FOCUSES GOVERNMENT OFFICIALS, KEY DECISION-MAKERS AND POLITICAL PARTIES ON THE ISSUES THAT MATTER MOST TO THE JORDANIAN PUBLIC. 2098319 22000 UGANDA: IRI WORKS WITH UGANDA'S SEVEN MAJOR POLITICAL PARTIES TO STRENGTHEN THEIR CAPACITY AT NATIONAL AND LOCAL LEVELS, AND TO PREPARE THEM TO PARTICIPATE MEANINGFULLY IN ELECTIONS AND THE OVERALL POLITICAL PROCESS. IN PARTICULAR, THIS PROGRAM WORKS TO STRENGTHEN INTERNAL PARTY DEMOCRACY AND EXPAND THE INCLUSION OF TRADITIONALLY MARGINALIZED GROUPS IN POLITICAL PARTIES AND ELECTORAL PROCESSES. IRI HELPS POLITICAL PARTIES AT THE NATIONAL AND SUB-NATIONAL LEVEL DEVELOP ISSUE-BASED POLICIES, BETTER REPRESENT THEIR CONSTITUENTS AND INCREASE THE PARTICIPATION OF MARGINALIZED GROUPS IN THE POLITICAL PROCESS. USING A MULTI-FACETED APPROACH, IRI HAS TRAINED MORE THAN 5,758 INDIVIDUALS THROUGH POLITICAL PARTY WORKSHOPS, POLICY ROUNDTABLES AND UNIVERSITY DEBATES, IRI IS HELPING STRENGTHEN THE CAPACITY OF PARTIES TO PLAY A ROLE IN CREATING A VIBRANT, COMPETITIVE DEMOCRACY. AS A RESULT OF IRI'S WORK, POLITICAL PARTIES SUPPORTED 33 INITIATIVES TO INCREASE THE NUMBER OF CANDIDATES AND MEMBERS WHO ARE WOMEN, YOUTH OR FROM OTHER MARGINALIZED GROUPS.IRI FOCUSES ON DEVELOPING THE NEXT GENERATION OF LEADERS THROUGH AN INTERNSHIP PROGRAM, LEADERSHIP ACADEMY, AND OUR WORK WITH POLITICAL PARTY YOUTH LEAGUES. THROUGH THE INTERNSHIP PROGRAM, YOUTH GAIN EXPOSURE TO POLITICAL PARTIES AND COALITIONS AND BECOME MORE ENGAGED IN THE POLITICAL PROCESS. LEADERSHIP ACADEMY PARTICIPANTS ARE TASKED WITH IMPLEMENTING A COMMUNITY ACTION PROJECT, AND HAVE GONE ON TO BE VALUABLE CONTRIBUTORS TO THEIR PARTIES, CIVIL SOCIETY ORGANIZATIONS, AND LOCAL COMMUNITIES. ALREADY 224 YOUNG UGANDAN LEADERS HAVE ATTENDED THE LEADERSHIP ACADEMY. DURING FY2016, IRI SUPPORTED TRAININGS TO PREPARE CANDIDATES TO COMPETE IN AND POLITICAL PARTY AGENTS TO MONITOR THE FEBRUARY 2016 GENERAL ELECTIONS. 38381887 7755110 OTHER PROGRAMS. 38381887 7755110 46165923 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 X 74 0 1 244 1 0 1 BG BE BK BM CB CH TT GG GT GY ID JO KE KG LY ML MX MD MG MO NU NI PK PL RI LO OD SF TH TS TU UG UP LH 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 AK AL AR CA CO CT FL GA IL KS KY MA MD ME MI MN MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV DC HI X PAUL J BERIAULT CPA 2024089450 1225 EYE STREET NW SUITE 800 WASHINGTON DC 20005 US SENATOR JOHN MCCAIN CHAIRMAN 1.00 X 0 0 0 JIM KOLBE VICE CHAIRMAN 1.00 X 0 0 0 J WILLIAM MIDDENDORF II CO-SECRETARY-TREASURER 1.00 X 0 0 0 ALEC L POITEVINT II CO-SECRETARY-TREASURER 1.00 X 0 0 0 KELLY AYOTTE DIRECTOR 1.00 X 0 0 0 GAHL HODGES BURT DIRECTOR 1.00 X 0 0 0 SCOTT CARPENTER DIRECTOR 1.00 X 0 0 0 US SENATOR TOM COTTON DIRECTOR 1.00 X 0 0 0 FRANK J FAHRENKOPF JR DIRECTOR 1.00 X 0 0 0 ALISON B FORTIER DIRECTOR 1.00 X 0 0 0 US REPRESENTATIVE KAY GRANGER DIRECTOR 1.00 X 0 0 0 JANET MULLINS GRISSOM DIRECTOR 1.00 X 0 0 0 CHERYL F HALPERN DIRECTOR 1.00 X 0 0 0 ALFRED HOFFMAN JR DIRECTOR 1.00 X 0 0 0 KAY BAILEY HUTCHISON DIRECTOR 1.00 X 0 0 0 WILLIAM J HYBL DIRECTOR 1.00 X 0 0 0 MARK KIRK DIRECTOR 1.00 X 0 0 0 TAMI LONGABERGER DIRECTOR 1.00 X 0 0 0 PETER T MADIGAN DIRECTOR 1.00 X 0 0 0 CONSTANCE BERRY NEWMAN DIRECTOR 1.00 X 0 0 0 RANDY SCHEUNEMANN DIRECTOR 1.00 X 0 0 0 JOSEPH R SCHMUCKLER DIRECTOR 1.00 X 0 0 0 BRENT SCOWCROFT DIRECTOR 1.00 X 0 0 0 MARGARET D TUTWILER DIRECTOR 1.00 X 0 0 0 OLIN L WETHINGTON DIRECTOR 1.00 X 0 0 0 MARK GREEN PRESIDENT 40.00 X 235652 0 44918 JUDY VAN REST EXECUTIVE VICE PRESIDENT 40.00 X 169488 0 28823 THOMAS E GARRETT VICE PRESIDENT FOR PROGRAM 40.00 X 148862 0 25194 DANIEL W FISK COO 40.00 X 145779 0 19305 KIMBER SHEARER MAIER COUNSEL & VP STRATEGIC INI 40.00 X 125810 0 34589 PAUL BERIAULT CHIEF FINANCIAL OFFICER 40.00 X 144543 0 23043 JOHANNA KAO SENIOR ADVISOR 40.00 X 197708 0 32096 LISA GATES DIRECTOR OF COMMUNICATIONS 40.00 X 167391 0 22446 ELIZABETH TASICK RESIDENT PROGRAM DIRECTOR 40.00 X 152902 0 21270 JOSHUA HILLS RESIDENT PROGRAM DIRECTOR 40.00 X 152637 0 11865 STEPHEN CIMA RESIDENT PROGRAM DIRECTOR 40.00 X 152226 0 13683 1792998 0 277232 49 0 1 0 BALATARIN LLC 4712 ADMIRALTY WAY STE 310 MARINA DEL REY CA 90292 CONSULTING 325310 STEPTOE & JOHNSON LLP 1330 CONNECTICUT AVE NW WASHINGTON DC 20036 CONSULTING 287079 KINETIX INT'L LOGISTICS 1350 GRAND AVENUE SAN MARCOS CA 92078 CONSULTING 238327 GARDAWORLD-GW CONSULTING OFFICE 303 CURRENCY HOUSE DOFC PO DUBAL AE CONSULTING 181688 EDDY KUSHIDA CALLE FERNANDO GUACHALLA 795 LA PAZ BL CONSULTING 163342 9 4150 52270859 3342280 55617289 0 4150 49224 -49224 -49224 55568065 0 0 -49224 X 7777110 7777110 1600236 1130313 469923 11492718 7843911 3617575 31232 1212015 833797 375095 3123 3069591 2082484 978428 8679 1095836 753885 339140 2811 200610 58435 142175 172419 30463 141956 6516894 6400679 116215 17016 10996 6020 1357183 1089043 268140 539839 156959 382880 4160734 2418036 1742698 8170904 8030878 138647 1379 2041778 1994490 47288 413984 413984 331703 116272 215431 FIELD OFFICE 4120782 4115179 5603 EQUIPMENT RENTAL/MAINTE 673940 511171 162769 POLLING 463921 463921 SECURITY SERVICES 284082 284082 400526 63819 334707 2000 56113821 46165923 9898674 49224 2900 2000 4929250 2945427 2652603 5208884 401578 332514 1220459 1208920 4808332 1596227 395909 3212105 300103 300103 9902802 13209953 3380598 3784420 2498750 3668708 2209537 1778757 199972 2909879 8288857 12141764 X 1444738 922806 169207 145383 1613945 1068189 9902802 13209953 -545756 0 X X 0 1 X 1 1 1 X 66210857 63381050 57182712 51867083 55617289 294258991 66210857 63381050 57182712 51867083 55617289 294258991 294258991 1114 1244 3343 299 6000 447 447 294265438 27510 1.00000 1.00000 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2013 AMOUNT: $ 447. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2999829 249986 2749843 1337337 918334 419003 471166 427907 43259 3212105 DEFERRED RENT 2749843 DEFERRED TENANT IMPROVEMENT 160036 2909879 X 55809150 191861 49224 241085 55568065 0 55568065 56354906 191861 49224 241085 56113821 0 56113821 PART X, LINE 2: IRI IS GENERALLY EXEMPT FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, IRI QUALIFIES FOR THE CHARITABLE CONTRIBUTIONS DEDUCTIONS AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. INCOME, WHICH IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE CORPORATE INCOME TAXES. IRI HAD NO NET UNRELATED BUSINESS INCOME FOR THE YEARS ENDED SEPTEMBER 30, 2016 AND 2015. IRI FOLLOWS THE ACCOUNTING STANDARD FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, IRI MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE-LIKELY-THAN-NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50 PERCENT LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT EVALUATED IRI'S TAX POSITIONS AND CONCLUDED THAT IRI HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. GENERALLY, IRI IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2013. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES REPORTED ON LINE 8B 49,224. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES REPORTED ON LINE 8B 49,224. 1 CENTRAL AMERICA AND THE CARIBBEAN 1 10 PROGRAM SERVICES DEMOCRACY ASSISTANCE 1755443 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTMAKING 1378200 EAST ASIA AND THE PACIFIC 4 28 PROGRAM SERVICES DEMOCRACY ASSISTANCE 4650873 EAST ASIA AND THE PACIFIC 0 0 GRANTMAKING 837642 EUROPE (INCLUDING ICELAND & GREENLAND) 4 10 PROGRAM SERVICES DEMOCRACY ASSISTANCE 1887611 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTMAKING 305304 MIDDLE EAST AND NORTH AFRICA 6 51 PROGRAM SERVICES DEMOCRACY ASSISTANCE 8628816 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTMAKING 2080688 NORTH AMERICA 1 4 PROGRAM SERVICES DEMOCRACY ASSISTANCE 191034 RUSSIA AND NEIGHBORING STATES 8 51 PROGRAM SERVICES DEMOCRACY ASSISTANCE 5476473 RUSSIA AND NEIGHBORING STATES 0 0 GRANTMAKING E038380 - 03/20/17 10:41AM WORKSHEET SCHEDULE F 256994 SOUTH AMERICA 0 0 PROGRAM SERVICES DEMOCRACY ASSISTANCE 2463644 SOUTH AMERICA 0 0 GRANTMAKING 1296851 SOUTH ASIA 3 16 PROGRAM SERVICES DEMOCRACY ASSISTANCE 641994 SOUTH ASIA 0 0 GRANTMAKING E038380 - 03/20/17 10:38AM WORKSHEET SCHEDULE F 65758 SUB-SAHARAN AFRICA 10 47 PROGRAM SERVICES DEMOCRACY ASSISTANCE 5642246 SUB-SAHARAN AFRICA 0 0 GRANTMAKING E038380 - 03/20/17 10:38AM WORKSHEET SCHEDULE F 1555672 15 99 22 118 37 217 21524577 17590666 39115243 CENTRAL AMERICA AND THE CARIBBEAN PROGRAM SUPPORT 829928 BANK WIRE CENTRAL AMERICA AND THE CARIBBEAN PROGRAM SUPPORT 50971 BANK WIRE CENTRAL AMERICA AND THE CARIBBEAN PROGRAM SUPPORT 98317 BANK WIRE CENTRAL AMERICA AND THE CARIBBEAN PROGRAM SUPPORT 99960 BANK WIRE CENTRAL AMERICA AND THE CARIBBEAN PROGRAM SUPPORT 225480 BANK WIRE CENTRAL AMERICA AND THE CARIBBEAN PROGRAM SUPPORT 15000 BANK WIRE CENTRAL AMERICA AND THE CARIBBEAN PROGRAM SUPPORT 15000 BANK WIRE CENTRAL AMERICA AND THE CARIBBEAN PROGRAM SUPPORT 33594 BANK WIRE CENTRAL AMERICA AND THE CARIBBEAN PROGRAM SUPPORT 9950 BANK WIRE EAST ASIA AND THE PACIFIC PROGRAM SUPPORT 12682 BANK WIRE EAST ASIA AND THE PACIFIC PROGRAM SUPPORT 15000 BANK WIRE EAST ASIA AND THE PACIFIC PROGRAM SUPPORT 17760 BANK WIRE EAST ASIA AND THE PACIFIC PROGRAM SUPPORT 6630 BANK WIRE EAST ASIA AND THE PACIFIC PROGRAM SUPPORT 6310 BANK WIRE EAST ASIA AND THE PACIFIC PROGRAM SUPPORT 19000 BANK WIRE EAST ASIA AND THE PACIFIC PROGRAM SUPPORT 6271 BANK WIRE EAST ASIA AND THE PACIFIC PROGRAM SUPPORT 9985 BANK WIRE EAST ASIA AND THE PACIFIC PROGRAM SUPPORT 54000 BANK WIRE EAST ASIA AND THE PACIFIC PROGRAM SUPPORT 19628 BANK WIRE EAST ASIA AND THE PACIFIC PROGRAM SUPPORT 6552 BANK WIRE EAST ASIA AND THE PACIFIC PROGRAM SUPPORT 18240 BANK WIRE EAST ASIA AND THE PACIFIC PROGRAM SUPPORT 28000 BANK WIRE EAST ASIA AND THE PACIFIC PROGRAM SUPPORT 19656 BANK WIRE EAST ASIA AND THE PACIFIC PROGRAM SUPPORT 12950 BANK WIRE EAST ASIA AND THE PACIFIC PROGRAM SUPPORT 30068 BANK WIRE EAST ASIA AND THE PACIFIC PROGRAM SUPPORT 10000 BANK WIRE EAST ASIA AND THE PACIFIC PROGRAM SUPPORT 7890 BANK WIRE EAST ASIA AND THE PACIFIC PROGRAM SUPPORT 19590 BANK WIRE EAST ASIA AND THE PACIFIC PROGRAM SUPPORT 54870 BANK WIRE EAST ASIA AND THE PACIFIC PROGRAM SUPPORT 14998 BANK WIRE EAST ASIA AND THE PACIFIC PROGRAM SUPPORT 10000 BANK WIRE EAST ASIA AND THE PACIFIC PROGRAM SUPPORT 25056 BANK WIRE EAST ASIA AND THE PACIFIC PROGRAM SUPPORT 11922 BANK WIRE EAST ASIA AND THE PACIFIC PROGRAM SUPPORT 9379 BANK WIRE EAST ASIA AND THE PACIFIC PROGRAM SUPPORT 25000 BANK WIRE EAST ASIA AND THE PACIFIC PROGRAM SUPPORT 15900 BANK WIRE EAST ASIA AND THE PACIFIC PROGRAM SUPPORT 17669 BANK WIRE EAST ASIA AND THE PACIFIC PROGRAM SUPPORT 19971 BANK WIRE EAST ASIA AND THE PACIFIC PROGRAM SUPPORT 25000 BANK WIRE EAST ASIA AND THE PACIFIC PROGRAM SUPPORT 17500 BANK WIRE EAST ASIA AND THE PACIFIC PROGRAM SUPPORT 9974 BANK WIRE EAST ASIA AND THE PACIFIC PROGRAM SUPPORT 6993 BANK WIRE EAST ASIA AND THE PACIFIC PROGRAM SUPPORT 15000 BANK WIRE EAST ASIA AND THE PACIFIC PROGRAM SUPPORT 18911 BANK WIRE EAST ASIA AND THE PACIFIC PROGRAM SUPPORT 27968 BANK WIRE EAST ASIA AND THE PACIFIC PROGRAM SUPPORT 12000 BANK WIRE EAST ASIA AND THE PACIFIC PROGRAM SUPPORT 17351 BANK WIRE EAST ASIA AND THE PACIFIC PROGRAM SUPPORT 11500 BANK WIRE EAST ASIA AND THE PACIFIC PROGRAM SUPPORT 12488 BANK WIRE EAST ASIA AND THE PACIFIC PROGRAM SUPPORT 45300 BANK WIRE EAST ASIA AND THE PACIFIC PROGRAM SUPPORT 9950 BANK WIRE EAST ASIA AND THE PACIFIC PROGRAM SUPPORT 15000 BANK WIRE EAST ASIA AND THE PACIFIC PROGRAM SUPPORT 5956 BANK WIRE EAST ASIA AND THE PACIFIC PROGRAM SUPPORT 15579 BANK WIRE EAST ASIA AND THE PACIFIC PROGRAM SUPPORT 6000 BANK WIRE EAST ASIA AND THE PACIFIC PROGRAM SUPPORT 13000 BANK WIRE EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 109526 BANK WIRE EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 9996 BANK WIRE EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SUPPORT 19036 BANK WIRE E038380 - 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03/27/17 03:40PM WORKSHEET SCHEDULE F SOUTH AMERICA PROGRAM SUPPORT 9931 BANK WIRE SOUTH AMERICA PROGRAM SUPPORT 9447 BANK WIRE SOUTH ASIA PROGRAM SUPPORT 9950 BANK WIRE SOUTH ASIA PROGRAM SUPPORT 55808 BANK WIRE SUB-SAHARAN AFRICA PROGRAM SUPPORT 42000 BANK WIRE SUB-SAHARAN AFRICA PROGRAM SUPPORT 22000 BANK WIRE SUB-SAHARAN AFRICA PROGRAM SUPPORT 40000 BANK WIRE SUB-SAHARAN AFRICA PROGRAM SUPPORT 23000 BANK WIRE E038380 - 03/27/17 03:41PM WORKSHEET SCHEDULE F SUB-SAHARAN AFRICA PROGRAM SUPPORT 9950 BANK WIRE SUB-SAHARAN AFRICA PROGRAM SUPPORT 623007 BANK WIRE SUB-SAHARAN AFRICA PROGRAM SUPPORT 595564 BANK WIRE SUB-SAHARAN AFRICA PROGRAM SUPPORT 5000 BANK WIRE SUB-SAHARAN AFRICA PROGRAM SUPPORT 69476 BANK WIRE SUB-SAHARAN AFRICA PROGRAM SUPPORT 6000 BANK WIRE SUB-SAHARAN AFRICA PROGRAM SUPPORT 50000 BANK WIRE SUB-SAHARAN AFRICA PROGRAM SUPPORT 13000 BANK WIRE SUB-SAHARAN AFRICA PROGRAM SUPPORT 9975 BANK WIRE SUB-SAHARAN AFRICA PROGRAM SUPPORT 38000 BANK WIRE 116 0 0 0 0 0 0 1 PART I, LINE 2: IRI EVALUATES FINANCIAL RISK AND PERFORMS MANAGEMENT ASSESSMENT OF GRANTEES. MONITORING IS ESTABLISHED BASED ON RISK FACTORS. GRANTEES SUBMIT NARRATIVE AND FINANCIAL REPORTS ACCORDING TO ESTABLISHED SCHEDULE. PERFORMANCE IS EVALUATED AND MONITORED REGULARLY. PROGRAM STAFF PERFORMS ON-SITE VISITS TO EVALUATE PROGRAM ACTIVITIES. FIELD OFFICES REPORT FINANCIAL TRANSACTIONS ON A MONTHLY BASIS. FINANCIAL OVERSIGHT IS PROVIDED BY PROGRAM AND FIELD REVIEW ACCOUNTANTS AT HQ IN DC. PROGRAM AND FINANCIAL STAFF VISIT FIELD OFFICE ON A REGULAR BASIS. PART I, LINE 3: TOTAL DIRECT REPRESENTS ALL EXPENDITURES RECORDED UNDER THESE REGIONS, EXCLUDING FRINGE AND OVERHEADS. SCHEDULE F, PART IV, LINE 6: THE ORGANIZATION HAS FILED FORM 5713 UNDER SEPARATE COVER TO THE IRS. THE ORGANIZATION IS NOT REQUIRED TO FILE FORM 990-T. X 1 1 X X X 1 0 0 0 0 0 0 0 0 MARK GREEN PRESIDENT 234084 0 0 0 1568 0 24000 0 20918 0 280570 0 0 0 JUDY VAN REST EXECUTIVE VICE PRESIDENT 164857 0 0 0 4631 0 17000 0 11823 0 198311 0 0 0 THOMAS E GARRETT VICE PRESIDENT FOR PROGRAM 137404 0 10000 0 1458 0 15000 0 10194 0 174056 0 0 0 DANIEL W FISK COO 144307 0 0 0 1472 0 14712 0 4593 0 165084 0 0 0 KIMBER SHEARER MAIER COUNSEL & VP STRATEGIC INI 123174 0 0 0 2636 0 13192 0 21397 0 160399 0 0 0 PAUL BERIAULT CHIEF FINANCIAL OFFICER 143742 0 0 0 801 0 15000 0 8043 0 167586 0 0 0 JOHANNA KAO SENIOR ADVISOR 103794 0 0 0 93914 0 11352 0 20744 0 229804 0 0 0 LISA GATES DIRECTOR OF COMMUNICATIONS 131680 0 4051 0 31660 0 13844 0 8602 0 189837 0 0 0 ELIZABETH TASICK RESIDENT PROGRAM DIRECTOR 70480 0 0 0 82422 0 7342 0 13928 0 174172 0 0 0 JOSHUA HILLS RESIDENT PROGRAM DIRECTOR 77441 0 0 0 75196 0 7829 0 4036 0 164502 0 0 0 STEPHEN CIMA RESIDENT PROGRAM DIRECTOR 95365 0 0 0 56861 0 9621 0 4062 0 165909 0 0 0 PART I, LINE 1A SOME RESIDENT COUNTRY DIRECTORS RECEIVED HOUSING ALLOWANCE, WHICH IS TAXABLE AND REPORTED ON FORM 990, PART VII AND COLUMN B(III) OF PART II OF SCHEDULE J. PART I, LINE 4A ONE EMPLOYEE WHO RECEIVED A SEVERANCE PAYMENT FROM THE ORGANIZATION, PROPERLY REPORT HER RESPECTIVE COMPENSATION, ON FORM 990, PART VII AND SCHEDULE J, PART II. THE TERMS AND CONDITIONS OF THE AGREEMENT ARE CONFIDENTIAL AND CAN BE MADE AVAILABLE TO THE IRS UPON REQUEST. ALL AMOUNTS PAID DURING THE PERIOD COVERED BY THIS RETURN, ARE APPROPRIATELY INCLUDED IN FORM 990, PART VII, AND IN SCHEDULE J, PART II AS A PART OF REPORTABLE COMPENSATION REPORTED ON THEIR RESPECTIVE FORMS W-2. FORM 990, PART VI, SECTION B, LINE 11 IT IS IRI'S POLICY THAT THE AUDIT COMMITTEE OF IRI'S BOARD OF DIRECTORS REVIEWS IRS FORM 990 BEFORE IT IS FILED ON THE ORGANIZATION'S BEHALF BY ITS INDEPENDENT AUDIT FIRM. A BOARD RESOLUTION IS NOT REQUIRED IN ORDER FOR THE FORM 990 TO BE FILED. THE MEANS OF DELIVERY SHALL BE VIA EMAIL TO EACH AUDIT COMMITTEE MEMBER. A PROMPT REPLY MESSAGE FROM THE CHAIRMAN OF THE AUDIT COMMITTEE STATING THAT THE COMMITTEE HAS NO OBJECTION TO AUDIT FIRM'S FILING THE IRS FORM. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES ARE TO MAINTAIN A HIGH STANDARD OF ETHICAL BUSINESS PRACTICES IN ALL INSTITUTE OPERATIONS. ACTIVITIES, ACTIONS, OR BUSINESS INTERESTS THAT JEOPARDIZE OR OVERLAP THE INTERESTS OF THE INSTITUTE ARE A BASIS FOR CONFLICT AND ARE PROHIBITED. TO AVOID ANY POTENTIAL CONFLICTS OF INTEREST, EMPLOYEES ARE PROHIBITED FROM ENGAGING IN ANY OUTSIDE ACTIVITIES OR EMPLOYMENT THAT MAY MATERIALLY INTERFERE WITH THE EFFECTIVE PERFORMANCE OF INSTITUTE RESPONSIBILITIES OR WHICH CLEARLY ARE NOT COMPATIBLE WITH THE INSTITUTE'S BEST INTERESTS. THE PRESIDENT SHOULD BE NOTIFIED IMMEDIATELY OF ANY POTENTIAL CONFLICTS OF INTEREST. IRI DOES PROHIBIT THE HIRING OF INDIVIDUALS RELATED TO EXISTING IRI STAFF. FORM 990, PART VI, SECTION B, LINE 15 THE CHAIR OF THE COMPENSATION COMMITTEE OF IRI'S BOARD REVIEWED THE COMPARABILITY OF DATA FOR THE COMPENSATION LEVELS OF IRI'S PRESIDENT AND ALL OTHER OFFICERS, INTERVIEWED ALL OFFICERS AND PRESENTED HIS FINDINGS TO THE FULL BOARD FOR DISCUSSION AND APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART IX, LINE 11G OTHER FEES: PROGRAM SERVICE EXPENSES 6,400,679. MANAGEMENT AND GENERAL EXPENSES 116,215. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,516,894. FORM 990, PART XII, LINE 2C THE PROCESS FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT THAT AUDITED THE FINANCIAL STATEMENTS HAS BEEN CONSISTENT WITH PRIOR YEARS. FORM 990, PART I, LINE 6 NUMBER OF VOLUNTEERS IS BASED ON IN-KIND CONTRIBUTIONS RECOGNIZED FOR FISCAL YEAR 2016.