2017-08-14T19:59:51-05:00 2016-09-30 PricewaterhouseCoopers LLP 300 Madison Avenue New York NY 10017 990 2015-10-01 131624046 INSTITUTE OF INTERNATIONAL EDUCATION % JASON CZYZ INST 2128838200 809 UNITED NATIONS PLAZA NEW YORK NY 10017 JASON CZYZ CFO 2128838200 2017-08-11 2015 2021-01-29 14:40:06Z ALLAN E GOODMAN 809 UNITED NATIONS PLAZA NEW YORK NY 10017 592931515 false X WWW.IIE.ORG X 1919 NY IIE IS AN INTL NFP ORG THAT ADVANCES INTL EDUCATION THROUGH HIGHER EDUCATION SCHOLARSHIP, EXCHANGE & DIALOGUE PROGRAMS FOR PUBLIC & PRIVATE SECTOR DONORS & SPONSORS. 44 43 827 3044 0 0 819232081 553692440 19937482 33978408 4298496 4346302 -75631 210603 843392428 592227753 686189149 429083161 0 0 57849046 61800238 55431 54000 1048189 86102527 102307387 830196153 593244786 13196275 -1017033 263295477 235216563 128707752 93537913 134587725 141678650 X SEE SCHEDULE O. false false 501213804 399005916 26684602 INTERNATIONAL EXCHANGE OF STUDENTS AND SCHOLARS. SEE SCHEDULE O. 36330844 22476735 286411 LEADERSHIP DEVELOPMENT EDUCATIONAL SERVICES. SEE SCHEDULE O. 14338836 5549996 6096547 HIGHER EDUCATION INSTITUTIONAL DEVELOPMENT. SEE SCHEDULE O. 4026049 2009968 0 EMERGENCY STUDENT AND SCHOLAR ASSISTANCE 2045032 40546 910848 REASEARCH AND PUBLICATIONS 6071081 2050514 910848 557954565 true true false true false false false false false true true true false false false false false false false true true true true true true false false true true true true false false false false false false false false false false false false false false true true true true false false true X 272 0 true 827 true false true false false false true true false false false false X 44 43 true false false false false false false true true false true true true true true true true true true true false AL AK AR CA CO CT FL GA HI IL KS KY MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X X JASON CZYZ 2128838200 809 UNITED NATIONS PLAZA NEW YORK NY 10017 X MR THOMAS S JOHNSON TRUSTEE 4.5 0.0 X X 0 0 0 DR HENRY KAUFMAN TRUSTEE 4.5 0.0 X 0 0 0 MR MARK ANGELSON TRUSTEE 5.25 0.0 X X 0 0 0 MS MARYAM PANAHY ANSARY TRUSTEE 2.25 0.0 X 0 0 0 MS DENISE BENMOSCHE TRUSTEE 1.25 0.0 X 0 0 0 MR SETH R BERGSTEIN TRUSTEE 2.5 0.0 X 0 0 0 DR LEE C BOLLINGER TRUSTEE 1.25 0.0 X 0 0 0 DR GEORGE CAMPBELL JR TRUSTEE 4.25 0.0 X 0 0 0 MS MARIA LIVANOS CATTAUI TRUSTEE 3.0 0.0 X 0 0 0 DR RICHARD A DEBS TRUSTEE 1.0 0.0 X 0 0 0 MR ROBERT L DILENSCHNEIDER TRUSTEE 3.75 0.0 X 0 0 0 MR GEORGE J DONNELLY TRUSTEE 1.25 0.0 X 0 0 0 MS CATHY MARTINE TRUSTEE 1.25 0.0 X 0 0 0 AMBASSADOR HARRIET ELAM-THOMAS TRUSTEE 1.25 0.0 X 0 0 0 MR STEPHEN C FRANCIS TRUSTEE 4.0 0.0 X 0 0 0 MR SCOTT FREIDHEIM TRUSTEE 2.0 0.0 X 0 0 0 MR VICTOR J GOLDBERG TRUSTEE 4.0 0.0 X 0 0 0 DR ALLAN E GOODMAN TRUSTEE/CEO 40.0 0.0 X X 584700 0 41516 MR PETER M GOTTSEGEN TRUSTEE 3.25 0.0 X 0 0 0 MR JACK M GREENBERG TRUSTEE 2.25 0.0 X 0 0 0 MS RUTH HINERFELD TRUSTEE 3.75 0.0 X X 0 0 0 DR KAREN A HOLBROOK TRUSTEE 1.25 0.0 X 0 0 0 MR MAHBOOB MAHMOOD TRUSTEE 1.0 0.0 X 0 0 0 DR HENRY G JARECKI TRUSTEE 3.5 0.0 X X 0 0 0 MR JULIAN JOHNSON TRUSTEE 2.5 0.0 X 0 0 0 MR VERNON E JORDAN TRUSTEE 1.0 0.0 X 0 0 0 MR MARK KAPLAN TRUSTEE 4.5 0.0 X 0 0 0 SENATOR EDWARD KAUFMAN TRUSTEE 2.25 0.0 X 0 0 0 MS LAYA KHADJAVI TRUSTEE 3.25 0.0 X 0 0 0 MR JOHN W LOW TRUSTEE 1.25 0.0 X 0 0 0 AMBASSADOR DONALD F MCHENRY TRUSTEE 1.0 0.0 X 0 0 0 MR LAURENCE C MORSE TRUSTEE 4.0 0.0 X 0 0 0 MR KARLHEINZ MUHR TRUSTEE 3.75 0.0 X 0 0 0 MR RAJU NARISETTI TRUSTEE 1.75 0.0 X 0 0 0 MS MITZI PERDUE TRUSTEE 1.0 0.0 X 0 0 0 MR VICTOR J REVENKO TRUSTEE 1.25 0.0 X 0 0 0 DR GEORGE RUPP TRUSTEE 2.25 0.0 X 0 0 0 MR THOMAS A RUSSO TRUSTEE 4.75 0.0 X X 0 0 0 MR JOHN SEXTON TRUSTEE 2.5 0.0 X 0 0 0 HRH PRINCESS GHIDA TALAL TRUSTEE 1.0 0.0 X 0 0 0 MR MARTIN Y TANG TRUSTEE 1.5 0.0 X 0 0 0 DR BEVERLY DANIEL TATUM TRUSTEE 2.0 0.0 X 0 0 0 MS LINDA VESTER TRUSTEE 1.75 0.0 X 0 0 0 MRS BARBARA WINSTON TRUSTEE 1.25 0.0 X 0 0 0 MR SA IBRAHIM TRUSTEE THRU 10/2015 1.75 0.0 X 0 0 0 MR PETER R THOMPSON EXECUTIVE VICE PRESIDENT 40.0 0.0 X 419097 0 41971 MS JAYE CHEN EXECUTIVE VICE PRESIDENT 40.0 0.0 X 371091 0 37975 MR KEVIN HAGGERTY VP/CFO THRU 6/2016 40.0 0.0 X 258737 0 14516 MR JASON CZYZ AS OF 72016 VP/ASST TREASURER 40.0 0.0 X 165891 0 18000 MR KEVIN PETTIT ASST TREASURER THRU 7/2016 40.0 0.0 X 111466 0 15871 MS KAY MURRAY VP, GENERAL COUNSEL 40.0 0.0 X 191345 0 21101 MR BRIAN CHEN VP, CHIEF INFORMATION OFFICER 40.0 0.0 X 274136 0 40337 MS FRAUKE HARNISCHFEGER VP, HUMAN RESOURCES 40.0 0.0 X 272400 0 20500 MS EDITH CECIL VICE PRESIDENT 40.0 0.0 X 265208 0 38003 MS ELIZABETH GLANS VICE PRESIDENT 40.0 0.0 X 227159 0 3806 MR MARK S LAZAR VICE PRESIDENT 40.0 0.0 X 225741 0 5443 MR JONAH MURPHY-KOKODYNIAK VICE PRESIDENT 40.0 0.0 X 173855 0 15309 MR DANIEL OBST DEPUTY VICE PRESIDENT 40.0 0.0 X 179997 0 17289 MS ELLEN MCKEY VICE PRESIDENT 40.0 0.0 X 221797 0 35621 MS RAJIKA BHANDARI DEPUTY VICE PRESIDENT 40.0 0.0 X 153579 0 40426 MR PETER DONDERO ASST TREASURER, CONTROLLER 40.0 0.0 X 205826 0 27829 MS DANIELA Z KAISTH VP, STRATEGIC DEVELOPMENT 40.0 0.0 X 163553 0 27385 4465578 0 462898 77 true true false CIBER INC 6363 SOUTH FIDDLERS CIRCLE STE 140 GREENWOOD VILLAGE CO 80111 IT CONSULTING 8719957 RJL RESOURCES 286 MADISON AVE SUITE 1102 NEW YORK NY 10017 RECRUITMENT SVCS 1088556 LINKAGE INC 200 WHEELER RD 3RD FL SOUTH TOWER BURLINGTON MA 01803 LEADERSHIP CONSULTNG 771584 ROBERT HALF INTERNATIONAL 2613 CAMINO RAMON SAN RAMON CA 94583 STAFFING AGENCY 614484 PRIME SOFTWARE TECHNOLOGY INC 18228 CAMDENHURST DRIVE GAINSVILLE VA 20155 COMPUTER SERVICES 451817 33 679130 522530704 30482606 553692440 FIXED FEE CONTRACTS 900099 32559532 32559532 PUBLICATIONS & MEMBERSHIP FEES 900099 747367 747367 UNIVERSITY FAIR REVENUE 900099 37509 37509 EDUCATIONAL FORUMS 900099 634000 634000 33978408 1888351 1888351 0 0 0 0 0 2794064 238301 574414 2219650 238301 2457951 2457951 55470 679130 129348 -73878 -73878 0 0 MISCELLANEOUS REVENUE 900099 284481 284481 284481 592227753 33978408 4556905 41000771 41000771 376094658 376094658 11987732 11987732 0 2556475 1729247 807414 19814 0 45332717 30663882 14317480 351355 3159409 2137082 997840 24487 7417868 5017582 2342793 57493 3333769 2255022 1052908 25839 0 488671 49527 403144 36000 813786 79815 733971 260642 260642 54000 54000 244694 244694 58986045 53679379 5100824 205842 0 4498769 2439675 2026976 32118 1703994 1688476 15518 0 7301380 7216546 84834 6548771 5510754 1019450 18567 0 16190773 15845407 223167 122199 423119 423119 0 3916427 132697 3783647 83 407318 15508 391810 MISCELLANEOUS 150673 38480 112153 40 SCHOLARSHIP STIPENDS 372325 372325 593244786 557954565 34242032 1048189 33844054 3771215 15261232 245072 986147 471359 65295959 73111735 0 0 0 0 0 0 0 0 9340839 7676505 64460457 38004523 24436147 26455934 97367911 105518679 13787476 14900441 0 0 0 0 2975712 3065623 263295477 235216563 86625449 50409602 29576871 31190629 0 0 12505432 11937682 0 0 0 0 0 0 0 0 0 0 128707752 93537913 X 71947525 76263204 56136908 58822535 6503292 6592911 134587725 141678650 263295477 235216563 -1017033 8107320 638 X false false true true X 360377790 416881029 567946496 819232081 553692440 2718129836 0 0 360377790 416881029 567946496 819232081 553692440 2718129836 70357370 2647772466 2667340 1617099 2036971 1625644 1888351 9835405 0 862784 1088119 98566 37268 284481 2371218 2730336459 105643720 0.96976 0.95450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true true false true false false true false true 260642 260642 false SCHEDULE C, PART II-B, LINE 1I OTHER LOBBYING ACTIVITIES THE CEO, TRUSTEES, SENIOR STAFF AND ALUMNI VOLUNTEERS OF INSTITUTE OF INTERNATIONAL EDUCATION AS WELL AS INDEPENDENT CONSULTANTS MEET WITH LEGISLATIVE AND GOVERNMENT OFFICIALS AND/OR THEIR STAFF TO PROVIDE INFORMATION REGARDING THE MISSION AND PROGRAMS. FROM TIME TO TIME WE HAVE SUPPLEMENTED THESE VISITS WITH CORRESPONDENCE. 66694481 1068270 6986994 4790512 69959233 71910267 3183298 -3659587 3554623 1184874 66694481 69824242 5997196 5461757 7029696 2343232 71910267 64217784 1629542 5888355 1433579 477860 69824242 59301741 1179512 7938842 3151733 1050578 64217784 0.20600 0.05000 0.74400 false false 0 0 18976458 9683414 9293044 0 10666695 6354411 4312284 0 4660535 4296217 364318 0 30156769 17670481 12486288 26455934 SILCHESTER INTL INVESTORS 14900441 F 14900441 SCHEDULE D, PART V, LINE 4-INTENDED USE OF ORGANIZATION'S ENDOWMENT FUNDS THE INSTITUTE INTENDS TO USE ITS ENDOWMENT, WHICH CONSISTS OF INDIVIDUAL FUNDS THAT HAVE BEEN ESTABLISHED FOR A VARIETY OF PURPOSES INCLUDING SCHOLAR SUPPORT AND SCHOLARSHIPS, CONSISTENT WITH THE PURPOSES FOR WHICH THE FUNDS HAVE BEEN ESTABLISHED. true Central America and the Caribbean Program Services EDUCATION GRANTS-INDIV 110235 East Asia and the Pacific Program Services EDUCATION GRANTS-INDIV 2926472 East Asia and the Pacific 6 44 Maintaining offices 5408440 Europe (Including Iceland and Greenland) Grantmaking 265374 Europe (Including Iceland and Greenland) Program Services EDUCATION GRANTS-INDIV 1595730 Europe (Including Iceland and Greenland) 1 14 Maintaining offices 1589117 Middle East and North Africa Grantmaking 89095 Middle East and North Africa Program Services EDUCATION GRANTS-INDIV 3284174 Middle East and North Africa 1 36 Maintaining offices 2984093 North America Program Services EDUCATION GRANTS-INDIV 684564 North America 1 25 Maintaining offices 4357506 Russia and the Newly Independent States Program Services EDUCATION GRANTS-INDIV 184842 Russia and the Newly Independent States 2 26 Maintaining offices 2399899 South America Grantmaking 143945 South America Program Services EDUCATION GRANTS-INDIV 557373 South Asia Program Services EDUCATION GRANTS-INDIV 155987 South Asia 1 12 Maintaining offices 1116078 Sub-Saharan Africa Grantmaking 263693 Sub-Saharan Africa Program Services EDUCATION GRANTS-INDIV 1726247 Sub-Saharan Africa 1 11 Maintaining offices 641877 12 157 1 11 13 168 27852924 2631817 30484741 Middle East and North Africa 7200 CHECK N/A N/A Middle East and North Africa 13000 CHECK N/A N/A South America 18759 CHECK N/A N/A Sub-Saharan Africa 263693 CHECK N/A N/A South America 67223 CHECK N/A N/A South America 57963 CHECK N/A N/A Middle East and North Africa 9800 CHECK N/A N/A Europe 197130 CHECK N/A N/A Middle East and North Africa 9800 CHECK N/A N/A Europe 68244 CHECK N/A N/A Middle East and North Africa 9800 CHECK N/A N/A Middle East and North Africa 10975 CHECK N/A N/A Middle East and North Africa 8100 CHECK N/A N/A 13 GRANTEE ALLOWANCE, BOOKS CENTRAL AMERICA AND THE CARIBBEAN 1 16 Check N/A N/A GRANTEE COST OF LIVING CENTRAL AMERICA AND THE CARIBBEAN 41 20202 Check N/A N/A INSURANCE CENTRAL AMERICA AND THE CARIBBEAN 8 1499 Check N/A N/A TRAVEL AND FIELD TRIPS CENTRAL AMERICA AND THE CARIBBEAN 47 75518 Check N/A N/A TUITION CENTRAL AMERICA AND THE CARIBBEAN 4 13000 Check N/A N/A GRANTEE ALLOWANCE, BOOKS EAST ASIA AND THE PACIFIC 119 733001 Check N/A N/A GRANTEE COST OF LIVING EAST ASIA AND THE PACIFIC 331 212616 Check N/A N/A INSURANCE EAST ASIA AND THE PACIFIC 196 106583 Check N/A N/A SCHOLARSHIPS EAST ASIA AND THE PACIFIC 146 240103 Check N/A N/A TRAVEL AND FIELD TRIPS EAST ASIA AND THE PACIFIC 275 473494 Check N/A N/A TUITION EAST ASIA AND THE PACIFIC 650 1160676 Check N/A N/A GRANTEE ALLOWANCE, BOOKS EUROPE 89 130017 Check N/A N/A GRANTEE COST OF LIVING EUROPE 306 434508 Check N/A N/A INSURANCE EUROPE 102 16755 Check N/A N/A SCHOLARSHIPS EUROPE 47 264081 Check N/A N/A TRAVEL AND FIELD TRIPS EUROPE 273 549657 Check N/A N/A TUITION EUROPE 45 200713 Check N/A N/A GRANTEE ALLOWANCE, BOOKS MIDDLE EAST AND NORTH AFRICA 337 1291218 Check N/A N/A GRANTEE COST OF LIVING MIDDLE EAST AND NORTH AFRICA 79 102976 Check N/A N/A INSURANCE MIDDLE EAST AND NORTH AFRICA 86 98144 Check N/A N/A SCHOLARSHIPS MIDDLE EAST AND NORTH AFRICA 5 68193 Check N/A N/A TRAVEL AND FIELD TRIPS MIDDLE EAST AND NORTH AFRICA 162 139353 Check N/A N/A TUITION MIDDLE EAST AND NORTH AFRICA 301 1584290 Check N/A N/A GRANTEE ALLOWANCE, BOOKS NORTH AMERICA 36 188610 Check N/A N/A GRANTEE COST OF LIVING NORTH AMERICA 90 82664 Check N/A N/A INSURANCE NORTH AMERICA 26 12132 Check N/A N/A SCHOLARSHIPS NORTH AMERICA 38 106364 Check N/A N/A TRAVEL AND FIELD TRIPS NORTH AMERICA 100 158831 Check N/A N/A TUITION NORTH AMERICA 41 135963 Check N/A N/A GRANTEE ALLOWANCE, BOOKS RUSSIA AND THE NEWLY INDEPENDENT STATES 23 54102 Check N/A N/A GRANTEE COST OF LIVING RUSSIA AND THE NEWLY INDEPENDENT STATES 49 40163 Check N/A N/A INSURANCE RUSSIA AND THE NEWLY INDEPENDENT STATES 10 1394 Check N/A N/A TRAVEL AND FIELD TRIPS RUSSIA AND THE NEWLY INDEPENDENT STATES 49 52292 Check N/A N/A TUITION RUSSIA AND THE NEWLY INDEPENDENT STATES 41 36890 Check N/A N/A GRANTEE ALLOWANCE, BOOKS SOUTH AMERICA 3 5116 Check N/A N/A GRANTEE COST OF LIVING SOUTH AMERICA 122 143805 Check N/A N/A INSURANCE SOUTH AMERICA 44 6366 Check N/A N/A SCHOLARSHIPS SOUTH AMERICA 30 82800 Check N/A N/A TRAVEL AND FIELD TRIPS SOUTH AMERICA 101 260467 Check N/A N/A TUITION SOUTH AMERICA 26 58819 Check N/A N/A GRANTEE ALLOWANCE, BOOKS SOUTH ASIA 7 7949 Check N/A N/A GRANTEE COST OF LIVING SOUTH ASIA 38 16069 Check N/A N/A INSURANCE SOUTH ASIA 18 2247 Check N/A N/A SCHOLARSHIPS SOUTH ASIA 11 25371 Check N/A N/A TRAVEL AND FIELD TRIPS SOUTH ASIA 39 57649 Check N/A N/A TUITION SOUTH ASIA 35 46702 Check N/A N/A GRANTEE ALLOWANCE, BOOKS SUB-SAHARAN AFRICA 13 19412 Check N/A N/A GRANTEE COST OF LIVING SUB-SAHARAN AFRICA 384 586388 Check N/A N/A INSURANCE SUB-SAHARAN AFRICA 145 22075 Check N/A N/A SCHOLARSHIPS SUB-SAHARAN AFRICA 6 138950 Check N/A N/A TRAVEL AND FIELD TRIPS SUB-SAHARAN AFRICA 365 838877 Check N/A N/A TUITION SUB-SAHARAN AFRICA 116 120545 Check N/A N/A false false false false false true SCHEDULE F, PART I, LINE 2 PROCEDURES FOR MONITORING GRANTS OUTSIDE THE UNITED STATES: OVERALL: ALL OPERATIONS ARE CLOSELY MANAGED BY THE PROGRAM MANAGERS AND VARIOUS DEPARTMENTS WITHIN FINANCE AND ADMINISTRATION (I.E., CFO, GRANTS AND CONTRACTS, LEGAL SERVICES AND ADMINISTRATIVE SERVICES). THERE IS REGULAR MONTHLY MONITORING BY FINANCIAL MANAGERS, MID-YEAR BUDGET REVIEWS ARE PERFORMED BY SENIOR MANAGEMENT TO REVIEW THE ACTIVITIES OF ALL PROGRAMS AND ADJUST TO CHANGES IN BUDGET ASSUMPTIONS. QUARTERLY REPORTS ARE SUBMITTED TO THE SPONSOR PER CONTRACT OR GRANT REQUIREMENTS. BUDGETS: BUDGETS ARE ESTABLISHED ON A DEPARTMENT AND PROGRAM BASIS WITH CLOSE COORDINATION BETWEEN PROGRAMS AND BUDGET AND FINANCE. VARIANCES ARE REVIEWED EACH MONTH BY THE PROGRAM DIRECTORS AND SEMI-ANNUALLY WITH SENIOR MANAGEMENT. IIE USES BUDGET TO ACTUAL REPORTS THAT ARE UPDATED WEEKLY, TO MONITOR PERFORMANCE. PAYMENTS/CASH RECIEPTS: PAYMENTS FOR DISBURSEMENTS AND REIMBURSEMENTS RELATING TO ALL GRANT FUNDS REQUIRE APPROPRIATE SUPPORTING DOCUMENTATION. BEFORE PAYMENTS ARE MADE, GRANTEES AND VENDORS ARE CHECKED AGAINST SPECIALLY DESIGNATED NATIONAL LISTS AND OTHER SIMILAR PROHIBITED TRANSACTION LISTS TO HELP CONFIRM THAT PAYMENTS ARE NOT PROHIBITED. UPON APPROVAL, PAYMENTS WILL INCLUDE AGREEEMENTS STATING THE TERMS OF THE GRANT SIGNED BY IIE AND THE GRANTEE OF VENDOR AND IIE SUPERVISOR/MANAGER LEVEL APPROVED PAYMENT DOCUMENTS TO PROCESS EACH OF THE DISBURSEMENTS OR REIMBURSEMENTS. ALL COSTS ASSOCIATED WITH THESE PAYMENTS ARE CONTROLLED BY PROGRAM MANAGEMENT AS WELL AS THE FINANCE TEAM WHO CONFIRM THAT THE PAYMENTS ARE RELATED TO ALLOWABLE AND SPONSOR APPROVED ACTIVITIES. SCHEDULE F, PART I, COLUMN(F), PART II, LINE 1 AND PART III METHOD USED ON FINANCIAL STATEMENTS THE METHOD USED TO ACCOUNT FOR FOREIGN EXPENDITURES AND CASH GRANTS ON THE ORGANIZATION'S FINANCIAL STATEMENTS IS ACCRUAL-BASED AND FOLLOWS US GAAP. X X X X X X X true ASTIC PRODUCTIONS LLC SPECIAL EVENT true 860289 54000 806289 860289 54000 806289 AL AK AR CA CO CT FL GA HI IL KS KY ME MD MA MI MN MO NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI GALA 734600 679130 55470 129348 0 734600 679130 55470 129348 129348 -73878 true ADVANCED SOFTWARE SYSTEMS (ASSYST) 541673763 34670 N/A N/A AMERICAN COUNCILS FOR INT'L ED 521067256 501 (c)(3) 126492 N/A N/A AMERICAN UNIVERSITY 530196549 501 (c)(3) 25000 N/A N/A ARIZONA STATE UNIVERSITY - TEMPE PO BOX 876011TEMPEAZ 85287-5812 TAKOMA PARK MD 20912 860196696 501 (c)(3) 1140785 N/A N/A ASSOCIATES FOR GLOBAL CHANGE 621699729 84076 N/A N/A BALL STATE UNIVERSITY 2000 WEST UNIVERSITY DRMUNCIEIN 4 BOSTON MA 02215 356000221 501 (c)(3) 61341 N/A N/A BOSTON UNIVERSITY 042103547 501 (c)(3) 440693 N/A N/A BRIGHAM YOUNG UNIVERSITY 870217280 501 (c)(3) 1283155 N/A N/A BRYN MAWR COLLEGE 101 N MERLON AVEBRYN MAWRPA 19010 LONG BEACH CA 908154669 231352621 501 (c)(3) 5641686 N/A N/A CALIFORNIA STATE UNIVERSITY LONG BEACH R 956106694 501 (c)(3) 139973 N/A N/A COASTAL CAROLINA COMMUNITY COLLEGE 560851326 501 (c)(3) 134968 N/A N/A COLLEGE OF WILLIAM AND MARY 546001718 501 (c)(3) 55558 N/A N/A CORNELL UNIVERSITY 150532082 501 (c)(3) 137088 N/A N/A DUKE UNIVERSITY BOX 104132DURHAMNC 27708 DAYTONA BEACH FL 321143900 560532129 501 (c)(3) 144984 N/A N/A EMBRY-RIDDLE AERONAUTICAL UNIV 590936101 501 (c)(3) 119297 N/A N/A EMORY UNIVERSITY 580566256 501 (c)(3) 21231 N/A N/A GEORGE MASON UNIVERSITY 4400 UNIVERSITY DRIVEFAIRFAXVA 22 ASHBURN VA 20147 540836354 501 (c)(3) 9840 N/A N/A GEORGE WASHINGTON UNIVERSITY 530196584 501 (c)(3) 373382 N/A N/A GEORGIA TECH RESEARCH CORPORATION 505 TENTH ST NWATLANTAGA 30318 BLOOMINGTON IN 474051223 580603146 501 (c)(3) 332390 N/A N/A INDIANA UNIVERSITY 356001673 501 (c)(3) 1215733 N/A N/A JAMES MADISON UNIVERSITY 1031 S MAIN STHARRISONBURGVA 22 CAMBRIDGE MA 02138 546001756 501 (c)(3) 62967 N/A N/A LASPAU 046151880 501 (c)(3) 2999321 N/A N/A LEHIGH UNIVERSITY 240795445 501 (c)(3) 46693 N/A N/A MARQUETTE UNIVERSITY OFFICE OF THE BURSARMILWAUKEEWI 5 CAMBRIDGE MA 02138 390806251 501 (c)(3) 225691 N/A N/A MASSACHUSETTS INSTITUTE OF TECHNOLO 042103594 501 (c)(3) 102037 N/A N/A MICHIGAN STATE UNIVERSITY 381358000 501 (c)(3) 608192 N/A N/A NORTH CAROLINA STATE UNIVERSITY CAMPUS BOX 7205RALEIGHNC 27695 BOSTON MA 02115 566000756 501 (c)(3) 1675993 N/A N/A NORTHEASTERN UNIVERSITY 041679980 501 (c)(3) 196456 N/A N/A NORTHERN ARIZONA UNIVERSITY 742579628 501 (c)(3) 108859 N/A N/A NORTHERN ILLINOIS UNIVERSITY 366008480 501 (c)(3) 17688 N/A N/A NORTHWESTERN UNIVERSITY 633 CLARK STEVANSTONIL 60208 NORTHFIELD VT 05663 362167817 501 (c)(3) 20786 N/A N/A NORWICH UNIVERSITY 030179424 501 (c)(3) 74484 N/A N/A OHIO STATE UNIVERSITY 316025986 501 (c)(3) 132193 N/A N/A ONE TO WORLD 133179151 501 (c)(3) 5504 N/A N/A PENN STATE UNIVERSITY 246000376 501 (c)(3) 52018 N/A N/A PITTSBURGH COUNCIL FOR INTL VISITO 256067678 501 (c)(3) 19963 N/A N/A PORTLAND STATE UNIVERSITY 364776757 501 (c)(3) 508430 N/A N/A PURDUE UNIVERSITY 356002041 501 (c)(3) 31886 N/A N/A RESEARCH FOUNDATION CUNY 020733394 501 (c)(3) 379847 N/A N/A RUTGERS THE STATE UNIVERSITY OF NJ 226001086 501 (c)(3) 128904 N/A N/A SAN DIEGO STATE UNIVERSITY 4305 UNIVERSITY AVESAN DIEGOCA 92 SAN DIEGO CA 921821948 330373293 501 (c)(3) 2864815 N/A N/A SAN DIEGO STATE UNIVERSITY FDN 956042721 501 (c)(3) 250050 N/A N/A SAN FRANCISCO STATE UNIVERSITY 931137247 501 (c)(3) 384438 N/A N/A STATE OF MARYLAND 526002033 501 (c)(3) 1272778 N/A N/A STATE OF OKLAHOMA 736017987 501 (c)(3) 327621 N/A N/A SYRACUSE UNIVERSITY 150532081 501 (c)(3) 77610 N/A N/A TEXAS A&M UNIVERSITY 746000531 501 (c)(3) 76364 N/A N/A THE CITADEL 576000217 501 (c)(3) 142419 N/A N/A U OF KS CENTER FOR RESEARCH INC 480680117 501 (c)(3) 838255 N/A N/A UNIVERSITY OF ARIZONA 742652689 501 (c)(3) 574351 N/A N/A UNIVERSITY OF CALIFORNIA DAVIS 1200 DUTTON HALLDAVISCA 95618 LOS ANGELES CA 90024 946036494 501 (c)(3) 558792 N/A N/A UNIVERSITY OF CALIFORNIA LOS ANGELES 956006143 501 (c)(3) 156920 N/A N/A UNIVERSITY OF DELAWARE 220 HULLIHEN HALLNEWARKDE 19716 DENVER CO 80208 516000297 501 (c)(3) 151713 N/A N/A UNIVERSITY OF DENVER 840404231 501 (c)(3) 55850 N/A N/A UNIVERSITY OF FLORIDA 596002052 501 (c)(3) 854691 N/A N/A UNIVERSITY OF GEORGIA 586001998 501 (c)(3) 392115 N/A N/A UNIVERSITY OF HAWAII 996000354 501 (c)(3) 1671022 N/A N/A UNIVERSITY OF ILLINOIS 376000511 501 (c)(3) 39868 N/A N/A UNIVERSITY OF KANSAS 1246 WEST CAMPUS RDLAWRENCEKS 660 CLEVELAND OH 44193 481124839 501 (c)(3) 74968 N/A N/A UNIVERSITY OF KENTUCKY RESEARCH FOUNDATION C/O PNC BANKCLEVELANDOH 44193 COLLEGE PARK MD 20742 616033693 501 (c)(3) 72440 N/A N/A UNIVERSITY OF MARYLAND 520002023 501 (c)(3) 25000 N/A N/A UNIVERSITY OF MASSACHUSETTS 043167352 501 (c)(3) 52018 N/A N/A UNIVERSITY OF MICHIGAN 386006309 501 (c)(3) 136383 N/A N/A UNIVERSITY OF MINNESOTA 416007513 501 (c)(3) 1015202 N/A N/A UNIVERSITY OF MISSISSIPPI 646001159 501 (c)(3) 679562 N/A N/A UNIVERSITY OF MONTANA 816001713 501 (c)(3) 3153478 N/A N/A UNIVERSITY OF NORTH GEORGIA 586002060 501 (c)(3) 514692 N/A N/A UNIVERSITY OF NORTH TEXAS 756002149 501 (c)(3) 42200 N/A N/A UNIVERSITY OF OKLAHOMA 736017987 501 (c)(3) 209914 N/A N/A UNIVERSITY OF OREGON BUSINESS OFFICEEUGENEOR 97403 PITTSBURGH VT 15260 464727800 501 (c)(3) 914158 N/A N/A UNIVERSITY OF PITTSBURGH OFFICE FIN INFORMATIONPITTSBURGHP KINGSTON RI 02881 250965591 501 (c)(3) 240088 N/A N/A UNIVERSITY OF RHODE ISLAND 056000522 501 (c)(3) 613328 N/A N/A UNIVERSITY OF TEXAS AT AUSTIN 110 INNER CAMPUS DRAUSTINTX 78712 SALT LAKE CITY UT 84112 746000203 501 (c)(3) 1247961 N/A N/A UNIVERSITY OF UTAH 876000525 501 (c)(3) 657617 N/A N/A UNIVERSITY OF VIRGINIA 546001796 501 (c)(3) 60011 N/A N/A UNIVERSITY OF WISCONSIN UW-MADISON GAR ACCTMILWAUKEEWI 53 BLACKSBURG VA 24061 390743975 501 (c)(3) 645746 N/A N/A VA POLYTECHNIC INS & STATE UNIV 540721690 501 (c)(3) 277249 N/A N/A VANDERBILT UNIVERSITY 620476822 501 (c)(3) 167912 N/A N/A VIRGINIA COMMONWEALTH UNIVERSITY 546001758 501 (c)(3) 144415 N/A N/A WAYNE STATE UNIVERSITY PURCHASING DEPARTMENTDETROITMI 48 BOWLING GREEN KY 42101 386028429 501 (c)(3) 29541 N/A N/A WESTERN KENTUCKY UNIVERSITY 616055628 501 (c)(3) 380309 N/A N/A WORCESTER POLYTECHNIC INSTITUTE 042121659 501 (c)(3) 24283 N/A N/A YALE UNIVERSITY 060646973 501 (c)(3) 6197 N/A N/A 81 2 GRANTEE ALLOWANCE, BOOKS 16121 76271690 N/A N/A GRANTEE COST OF LIVING 14140 94246715 N/A N/A INSURANCE 6460 5774917 N/A N/A SCHOLARSHIPS 5345 22881342 N/A N/A TRAVEL AND FIELD TRIPS 9062 17975801 N/A N/A TUITION 19647 158944193 N/A N/A SCHEDULE I, PART I, LINE 2 PROCEDURES FOR MONITORING GRANTS IN THE UNITED STATES: OVERALL: ALL OPERATIONS ARE CLOSELY MANAGED BY THE PROGRAM MANAGERS AND VARIOUS DEPARTMENTS WITHIN FINANCE AND ADMINISTRATION (I.E., CFO, GRANTS AND CONTRACTS, LEGAL SERVICES AND ADMINISTRATIVE SERVICES). THERE IS REGULAR MONTHLY MONITORING BY FINANCIAL MANAGERS, MID-YEAR BUDGET REVIEWS ARE PERFORMED BY SENIOR MANAGEMENT TO REVIEW THE ACTIVITIES OF ALL PROGRAMS AND ADJUST TO CHANGES IN BUDGET ASSUMPTIONS. QUARTERLY REPORTS ARE SUBMITTED TO THE SPONSOR PER CONTRACT OR GRANT REQUIREMENTS. BUDGETS: BUDGETS ARE ESTABLISHED ON A DEPARTMENT AND PROGRAM BASIS WITH CLOSE COORDINATION BETWEEN PROGRAMS AND BUDGET AND FINANCE. VARIANCES ARE REVIEWED EACH MONTH BY THE PROGRAM DIRECTORS AND SEMI-ANNUALLY WITH SENIOR MANAGEMENT. IIE USES BUDGET TO ACTUAL REPORTS THAT ARE UPDATED WEEKLY, TO MONITOR PERFORMANCE. PAYMENTS/CASH RECIEPTS: FOR REIMBURSEMENTS AND DISBURSEMENTS RELATING TO GRANTS APPROPRIATE SUPPORTING DOCUMENTATION IS REQUIRED. ALL ACTIVITIES AND COSTS ARE PERFORMED UNDER THE AUSPICES OF AND ARE CONTROLLED BY THE PROGRAM AND/OR ADMINISTRATION DIRECTORS (CFO, GRANTS AND CONTRACTS, LEGAL COUNSEL, ADMINISTRATIVE SERVICES) WHO ENSURE THAT THE TASKS PERFORMED ARE RELATED TO ALLOWABLE AND SPONSOR APPROVED ACTIVITIES. COSTS ARE REVIEWED AND APPROVED BY PROGRAM DIRECTORS, WITH ADDITIONAL OVERSIGHT BY THE FINANCE DEPARTMENT. SEVIS: IIE ALSO UTILIZIES THE STUDENT AND EXCHANGE VISITOR PROGRAM (SEVP) WHICH SERVES AS THE BRIDGE FOR VARIED GOVERNMENT ORGANIZATIONS THAT HAVE AN INTEREST IN INFORMATION ON FOREIGN STUDENTS. SEVP USES WEB-BASED TECHNOLOGY, THE STUDENT AND EXCHANGE VISITOR INFORMATION SYSTEM (SEVIS), TO TRACK AND MONITOR SCHOOLS AND PROGRAMS, STUDENTS, EXCHANGE VISITORS AND THEIR DEPENDENTS THROUGHOUT THE DURATION OF APPROVED PARTICIPATION WITHIN THE U.S. EDUCATION SYSTEM. X X X X X false true false false false false false false false DR ALLAN E GOODMAN TRUSTEE/CEO 429544 0 60000 0 95156 0 24000 0 17516 0 626216 0 47137 0 MR PETER R THOMPSON EXECUTIVE VICE PRESIDENT 352309 0 48000 0 18788 0 24000 0 17971 0 461068 0 0 0 MS JAYE CHEN EXECUTIVE VICE PRESIDENT 303250 0 45000 0 22841 0 18000 0 19975 0 409066 0 0 0 MR PETER DONDERO ASST TREASURER, CONTROLLER 202947 0 0 0 2879 0 23984 0 3845 0 233655 0 0 0 MR KEVIN HAGGERTY VP/CFO THRU 6/2016 246443 0 8700 0 3594 0 0 0 14516 0 273253 0 0 0 MR JASON CZYZ AS OF 72016 VP/ASST TREASURER 156350 0 5000 0 4541 0 18000 0 0 0 183891 0 0 0 MS KAY MURRAY VP, GENERAL COUNSEL 162738 0 27800 0 807 0 17325 0 3776 0 212446 0 0 0 MR BRIAN CHEN VP, CHIEF INFORMATION OFFICER 248563 0 22200 0 3373 0 23120 0 17217 0 314473 0 0 0 MS FRAUKE HARNISCHFEGER VP, HUMAN RESOURCES 237499 0 33100 0 1801 0 18000 0 2500 0 292900 0 0 0 MS EDITH CECIL VICE PRESIDENT 210077 0 33600 0 21531 0 23666 0 14337 0 303211 0 0 0 MS ELIZABETH GLANS VICE PRESIDENT 198593 0 27600 0 966 0 2400 0 1406 0 230965 0 0 0 MR MARK S LAZAR VICE PRESIDENT 197511 0 27600 0 630 0 0 0 5443 0 231184 0 0 0 MR JONAH MURPHY-KOKODYNIAK VICE PRESIDENT 163544 0 10000 0 311 0 0 0 15309 0 189164 0 0 0 MR DANIEL OBST DEPUTY VICE PRESIDENT 163703 0 10000 0 6294 0 2040 0 15249 0 197286 0 0 0 MS ELLEN MCKEY VICE PRESIDENT 192392 0 27600 0 1805 0 18000 0 17621 0 257418 0 0 0 MS RAJIKA BHANDARI DEPUTY VICE PRESIDENT 153068 0 0 0 511 0 18000 0 22426 0 194005 0 0 0 MS DANIELA Z KAISTH VP, STRATEGIC DEVELOPMENT 144720 0 0 0 18833 0 13500 0 13885 0 190938 0 0 0 SCHEDULE J, PART I, LINE 4B PARTICIPATION IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN ALLAN GOODMAN AND JAYE CHEN CAN PARTICIPATE IN THE 457(F) PLAN. THERE WERE NO CONTRIBUTIONS TO THE PLAN DURING CALENDAR YEAR 2015. ALLAN GOODMAN RECEIVED A 457(F) DISTRIBUTION PAYOUT OF $47,137 DURING CALENDAR YEAR 2015. A BUILD NYC RESOURCE CORPORATION 454040561 12008EFV3 2014-11-25 13324428 REFUND 2001 BONDS false false false A 567750 0 13324428 0 0 0 266489 0 0 0 13057939 0 2005 true false true true A 0 A false false true false false false 0 false 0 false false A false PART IV, LINE 7: THE PROCEEDS OF THE 2014 BOND WERE USED TO REFUND THE 2001 BONDS AND PAY ISSUANCE COSTS AND OTHER FEES. NO PORTION OF THE PROCEEDS WERE USED TO INVEST IN HIGHER YIELDING NONPURPOSE INVESTMENTS. FURTHERMORE, AN EXCEPTION TO THE REBATE REQUIREMENT APPLIES. THE ORIGINAL 2001 BONDS WERE ISSUED TO FUND THE PURCHASE OF IIE'S HEADQUARTERS IN NY AT 809 UNITED NATIONS PLAZA. PART V, PROCEDURES TO UNDERTAKE CORRECTIVE ACTION WE WILL CODIFY EXISTING POLICIES FORM 990, PART III, LINE 1 - ORGANIZATION'S MISSION THE INSTITUTE OF INTERNATIONAL EDUCATION, INC. (THE "INSTITUTE") IS A NOT-FOR-PROFIT ORGANIZATION THAT WAS ORGANIZED AND OPERATES EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES TO PROMOTE INTERNATIONAL EDUCATIONAL AND CULTURAL EXCHANGES. THE INSTITUTE'S PROGRAMS INCLUDE, BUT ARE NOT LIMITED TO, MANAGING FELLOWSHIPS AND SCHOLARSHIPS; ASSISTING THREATENED STUDENTS AND SCHOLARS THROUGH ITS SCHOLAR RESCUE FUND, EMERGENCY STUDENT FUND, AND OTHER EFFORTS; DEVELOPING LEADERS BY BUILDING LEADERSHIP SKILLS AND ENHANCING THE CAPACITY OF INDIVIDUALS AND ORGANIZATIONS TO ADDRESS LOCAL AND GLOBAL CHALLENGES; PROVIDING STRATEGIC RESOURCES AND SERVICES TO HELP FACULTY AND ADMINISTRATORS INTERNATIONALIZE THEIR CAMPUSES; HELPING INSTITUTIONS OF HIGHER EDUCATION BUILD CAPACITY; PROMOTING INTERNATIONAL DEVELOPMENT; AND ENGAGING IN RESEARCH, DIALOGUE AND OTHER ACTIVITIES IN FURTHERANCE OF ITS PURPOSE. FORM 990, PART III, LINE 4A - 4D - PROGRAM SERVICE ACCOMPLISHMENTS: LINE 4A - INTERNATIONAL EXCHANGE OF STUDENTS AND SCHOLARS: EXPENSES $501,213,804 INCLUDING GRANTS $399,005,916;REVENUE:$26,684,602 BY IMPLEMENTING SOME OF THE WORLD'S MOST PRESTIGIOUS AND INNOVATIVE SCHOLARSHIP PROGRAMS IN A FAIR, OPEN AND TRANSPARENT MANNER, THE INSTITUTE PROVIDES TALENT FROM AROUND THE WORLD WITH ACCESS TO LEADING INSTITUTIONS OF HIGHER EDUCATION AND THE INTERNATIONAL EXPERIENCE THAT IS CRITICAL TO SUCCESS IN THE 21ST CENTURY WORKPLACE. THESE PROGRAMS ARE VITAL TO PROMOTING MUTUAL UNDERSTANDING AND DEVELOPING GLOBAL LEADERS. EXAMPLES INCLUDE THE BRAZIL SCIENTIFIC MOBILITY PROGRAM SPONSORED BY THE BRAZILIAN GOVERNMENT, FULBRIGHT STUDENT AND FULBRIGHT SCHOLAR PROGRAMS WHICH ARE SPONSORED BY THE US DEPARTMENT OF STATE. LINE 4B - LEADERSHIP DEVELOPMENT EDUCATIONAL SERVICES: EXPENSES: $36,330,844 INCLUDING GRANTS OF $22,476,735;REVENUE:$286,411 THE INSTITUTE IMPLEMENTS PROGRAMS TO BUILD LEADERSHIP SKILLS AND ENHANCE THE CAPACITY OF INDIVIDUALS AND ORGANIZATIONS TO ADDRESS LOCAL AND GLOBAL CHALLENGES. LONG AND SHORT TERM TRAINING PROGRAMS IMPLEMENTED BY THE INSTITUTE CONNECT STUDENTS AND PROFESSIONALS WITH PEERS AND COLLEAGUES AROUND THE WORLD TO GAIN THE SKILLS AND INTERNATIONAL PERSPECTIVES THEY WILL NEED TO FORGE SOLUTIONS TO GLOBAL CHALLENGES. EXAMPLES INCLUDE NATIONAL SECURITY EDUCATION PROGRAMS SPONSORED BY THE UNITED STATES DEPARTMENT OF DEFENSE, AND USAID PROGRAMS. LINE 4C - HIGHER EDUCATION INSTITUTIONAL DEVELOPMENT: EXPENSES: $14,338,836 INCLUDING GRANTS OF $5,549,996; REVENUE:$6,096,547 THE INSTITUTE WORKS CLOSELY WITH PUBLIC AND PRIVATE HIGHER EDUCATION INSTITUTIONS TO DEVELOP HIGH-QUALITY ACADEMIC EXCHANGE PROGRAMS IN COORDINATION WITH GOVERNMENT AND NOT-FOR-PROFIT ORGANIZATIONS AND CORPORATIONS. LEVERAGING EXTENSIVE NETWORKS AND EXPERTISE WITHIN THE HIGHER EDUCATION COMMUNITY WORLDWIDE, THE INSTITUTE IS UNIQUELY POSITIONED TO HELP SHAPE NEW UNIVERSITIES AND EXPAND THE CAPABILITIES AND RELATIONSHIPS OF EXISTING ACADEMIC INSTITUTIONS. THE INSTITUTE ALSO HELPS IDENTIFY AND DEVELOP RELATIONSHIPS WITH UNIVERSITIES IN THE US AND OTHER COUNTRIES. EXAMPLES OF THESE RELATIONSHIPS INCLUDE KING ABDULLAH UNIVERSITY OF SCIENCE AND TECHNOLOGY (KAUST) AND NEW YORK UNIVERSITY, ABU DHABI. LINE 4D - EMERGENCY STUDENT AND SCHOLAR ASSISTANCE: EXPENSES:$4,026,049 INCLUDING GRANTS OF $2,009,968; REVENUE:$NONE THE INSTITUTE PROVIDES EMERGENCY ASSISTANCE TO SCHOLARS AND STUDENTS THROUGHOUT THE WORLD. THROUGH THE SCHOLAR RESCUE FUND, THE INSTITUTE PROVIDES SUPPORT AND SAFE HAVEN TO ACADEMICS WHO ARE PERSECUTED AS A RESULT OF THEIR ACADEMIC WORK. THROUGH THE EMERGENCY STUDENT FUND, THE INSTITUTE PROVIDES SUPPORT TO STUDENTS FACING EMERGENCIES AND CRISES SUCH AS ILLNESS OR NATURAL DISASTERS. LINE 4D - RESEARCH AND PUBLICATIONS: EXPENSES:$2,045,032 INCLUDING GRANTS OF $40,546; REVENUE:$910,848 THE INSTITUTE PRODUCES APPLIED RESEARCH AND POLICY ANALYSIS IN THE FIELD OF INTERNATIONAL EDUCATION AND STUDENT MOBILITY. AN EXAMPLE IS "OPEN DOORS," A COMPREHENSIVE INFORMATION RESOURCE PRODUCED WITH SUPPORT FROM THE UNITED STATES DEPARTMENT OF STATE THAT DOCUMENTS AND ANALYZES ACADEMIC MOBILITY BETWEEN THE US AND THE NATIONS OF THE WORLD. THE INSTITUTE ALSO PROVIDES RESEARCH AND PROGRAM EVALUATION SERVICES TO DOMESTIC AND INTERNATIONAL GOVERNMENT AGENCIES, NOT-FOR-PROFIT ORGANIZATIONS AND FOUNDATIONS. THE INSTITUTE'S PUBLICATIONS, CONFERENCES AND MEMBERSHIP ORGANIZATION (IIE NETWORK) ON INTERNATIONAL EDUCATION TOPICS AND GUIDES TO INTERNATIONAL STUDY PROGRAMS AND FUNDING HELP GUIDE POLICIES AND PROGRAMS IN THE FIELD OF INTERNATIONAL EDUCATION. FORM 990, PART IV, LINES 12A & 12B - AUDITED FINANCIAL STATEMENTS THE INSTITUTE'S AUDIT IS IN PROCESS BUT WILL NOT BE FINALIZED UNTIL AFTER THE INFORMATION RETURN IS FILED. FORM 990, PART V, LINE 4B - FOREIGN COUNTRIES CHINA; HUNGARY; MEXICO; THAILAND; VIETNAM; EGYPT; INDIA; RUSSIA; UKRAINE; ETHIOPIA; UNITED KINGDOM; INDONESIA; TIMOR LESTE. FORM 990, PART VI, LINE 2 - FAMILY AND BUSINESS RELATIONSHIPS 1. H. JARECKI, TRUSTEE, AND M. KAPLAN, TRUSTEE - BUSINESS RELATIONSHIP 2. H. JARECKI, TRUSTEE, AND T. RUSSO, TRUSTEE - BUSINESS RELATIONSHIP FORM 990, PART VI, LINE 11A - REVIEW PROCESS FOR FORM 990 THE ORGANIZATION'S AUDIT COMMITTEE REVIEWS THE FINAL FORM 990. THE FINAL FORM 990 IS THEN DISTRIBUTED TO THE FULL BOARD OF TRUSTEES BEFORE FILING. FORM 990, PART VI, LINE 12C - CONFLICT OF INTEREST POLICY THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO ALL OFFICERS, TRUSTEES AND EMPLOYEES. UPDATED ANNUAL DISCLOSURES ARE REQUIRED FROM EACH RECIPIENT. THIS PROCESS IS MONITORED BY HUMAN RESOURCES (FOR EMPLOYEES) AND THE GC/SECRETARY OF THE BOARD (FOR TRUSTEES AND OFFICERS). FORM 990, PART VI, LINE 15A & 15B - COMPENSATION POLICY THE COMPENSATION AND HUMAN RESOURCES COMMITTEE OF THE BOARD ANNUALLY REVIEWS THE COMPENSATION FOR THE INSTITUTE'S SENIOR EXECUTIVES, INCLUDING THE PRESIDENT, OFFICERS AND SENIOR MANAGERS. THE COMMITTEE BASES ITS REVIEW, IN PART, ON COMPARABLE DATA OBTAINED FROM AN OUTSIDE, INDEPENDENT CONSULTANT, WHICH IS UPDATED FROM TIME TO TIME. THE COMMITTEE REVIEWS AND APPROVES THE ANNUAL SALARY, INCENTIVE COMPENSATION, AND ANY OTHER BENEFITS ("EXECUTIVE COMPENSATION") OF THE SENIOR EXECUTIVES, EXCLUDING THE PRESIDENT, AND SO ADVISES THE EXECUTIVE COMMITTEE OF THE BOARD. THE COMMITTEE REVIEWS AND RECOMMENDS TO THE EXECUTIVE COMMITTEE FOR ITS APPROVAL THE EXECUTIVE COMPENSATION OF THE PRESIDENT. THE EXECUTIVE COMMITTEE THEN ADVISES THE BOARD OF ITS DETERMINATION. FORM 990,PART VI,LINE 19-DOCUMENTS AVAILABLE FOR PUBLIC INSPECTIO THE CONSOLIDATED FINANCIAL STATEMENTS ARE AVAILABLE ON IIE'S WEBSITE. GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART VII - AVERAGE HOURS THE AVERAGE HOURS PER WEEK ARE BASED UPON ESTIMATES. ACTUAL HOURS INCURRED MAY FLUCTUATE THROUGHOUT THE YEAR. FORM 990, PART VIII & PART IX - REVENUE AND FUNCTIONAL EXPENSES THE VARIANCE BETWEEN PRIOR YEAR AND CURRENT YEAR EXPENSE AND REVENUE IS ATTRIBUTED TO THE INITIAL PHASE OF THE PLANNED WINDDOWN OF THE HIGHLY SUCCESSFUL BRAZIL PROGRAM. IIE NETWORKS LLC 809 UNITED NATIONS PLAZA NEW YORK NY 10017 465009643 HOLDING CO DE 0 50000 IIE INDONESIAN INTERNATIONAL EDUCATION FDN MENARA IMPERIUM 28TH FL12980 JAKARTA INDONESIA ID EDUC EXCHANGE ID FGN EXEMPT IIE true INSTITUTE INTL EDUCATION NONPROFIT LTD BUDAPEST HUNGARY HU EDUC EXCHANGE HU FGN EXEMPT IIE true CHARITABLE REMAINDER TRUST (1) EDUCATION GRANTS TX IIE TRUST true false true true false false false false false false false true true false false false false false false false INSTITUTE INTL EDUCATION NONPROFIT (BUDAPEST) B 770016 BOOK INDONESIAN INTERNATIONAL EDUCATION FDN C 109275 BOOK SCHEDULE R, PART V, LINE 1K IIE SUBLEASES OFFICE SPACE FROM IIEF IN JAKARTA FOR STAFF OF A USAID-FUNDED PROJECT, PRESTASI III.