INSTITUTE FOR THE INTERNATIONAL EDUCATION OF STUDENTS: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- INSTITUTE FOR THE INTERNATIONAL EDUCATION OF STUDENTS (EIN 36-2251912)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-12-08
- IRS object ID
- 201603439349300020
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-12-08T12:00:08-06:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE HORWATH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 West Wacker Drive | AddressLine1Txt |
| Address Line2 | Suite 2600 | AddressLine2Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606061224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362251912 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Institute for the International Education of Students | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INST | BusinessNameControlTxt |
| Phone | 3129441750 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 W Monroe Street 2300 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606035405 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | william j martens | PersonNm |
| Person Title | cfo | PersonTitleTxt |
| Signature | 2016-12-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Nicole Bencik | PreparerPersonNm |
| PTIN | P00756195 | PTIN |
| Phone | 3128997000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IES Abroad | BusinessNameLine1Txt |
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mary M Dwyer PhD | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 W Monroe Street | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606035405 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $88,009,922 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.iesabroad.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1953 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | The Institute for the International Education of Students (IES) educates students to become global leaders through premier study abroad and internship programs, which offer students worldwide experiential learning opportunities that meet the highest standards of academic quality. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 172 | TotalEmployeeCnt |
| Total Volunteers | 47 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $574,813 | PYContributionsGrantsAmt |
| CY Contributions Grants | $825,797 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $85,320,404 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $85,424,275 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,431,908 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,390,877 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$3,620,452 | PYOtherRevenueAmt |
| CY Other Revenue | -$2,574,128 | CYOtherRevenueAmt |
| PY Total Revenue | $86,706,673 | PYTotalRevenueAmt |
| CY Total Revenue | $86,066,821 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,816,997 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,093,856 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $31,874,889 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $31,310,447 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $60,714 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $61,267 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $896,611 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $46,194,958 | PYOtherExpensesAmt |
| CY Other Expenses | $43,227,336 | CYOtherExpensesAmt |
| PY Total Expenses | $80,947,558 | PYTotalExpensesAmt |
| CY Total Expenses | $77,692,906 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,759,115 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,373,915 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $67,018,263 | TotalAssetsBOYAmt |
| Total Assets EOY | $71,503,149 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $12,910,854 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,141,428 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $54,107,409 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $60,361,721 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The Institute for the International Education of Students (IES) blends the best elements of foreign higher education with American University requirements and encourages students to explore the unique elements of foreign countries. IES Abroad was founded in 1950 and is a global organization with more than 126 academic programs around the world. IES is comprised of a consortium of more than 200 selective colleges and universities, and enrolls more than 6,300 students in unique programs in 20 countries throughout Europe, Asia, Africa, Australia, North America, and South America. IES fosters students' intercultural competence and academic goals by providing quality study abroad programs worldwide. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $61,805,488 | ExpenseAmt |
| Grant | $3,093,856 | GrantAmt |
| Revenue | $81,839,481 | RevenueAmt |
| Desc | STUDY ABROAD ACADEMIC PROGRAMS: IES OFFERS A BROAD-BASED CURRICULUM THAT ENCOMPASSES BUSINESS AND INTERNATIONAL STUDIES; COMMUNICATIONS AND MEDIA; FINE AND PERFORMING ARTS; HUMANITIES; SCIENCE, ENGINEERING, AND HEALTH; AND SOCIAL AND BEHAVIORAL SCIENCES. OVER 6,300 STUDENTS BENEFITED FROM OUR PROGRAMS BY ENHANCING THEIR ACADEMIC AND SOCIAL GROWTH WHILE EXPANDING THEIR INTERCULTURAL COMPETENCY. THESE STUDENTS EARNED EITHER A SEMESTER OR TWO SEMESTERS WORTH OF CREDIT BY STUDYING AT ONE OF OUR 36 LOCATIONS IN THE COUNTRIES OF ARGENTINA, AUSTRALIA, AUSTRIA, BRAZIL, CHILE, CHINA, COSTA RICA, ECUADOR, ENGLAND, FRANCE, GERMANY, INDIA, IRELAND, ITALY, JAPAN, MOROCCO, NETHERLANDS, NEW ZEALAND, SOUTH AFRICA, SPAIN, UNITED STATES, AND TURKEY. | Desc |
| Total Program Service Expenses | $61,805,488 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 74 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 172 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | AR | ForeignCountryCd |
| Foreign Country | AS | ForeignCountryCd |
| Foreign Country | AU | ForeignCountryCd |
| Foreign Country | BR | ForeignCountryCd |
| Foreign Country | CJ | ForeignCountryCd |
| Foreign Country | CI | ForeignCountryCd |
| Foreign Country | CH | ForeignCountryCd |
| Foreign Country | CS | ForeignCountryCd |
| Foreign Country | EC | ForeignCountryCd |
| Foreign Country | FR | ForeignCountryCd |
| Foreign Country | GM | ForeignCountryCd |
| Foreign Country | IN | ForeignCountryCd |
| Foreign Country | EI | ForeignCountryCd |
| Foreign Country | IT | ForeignCountryCd |
| Foreign Country | JA | ForeignCountryCd |
| Foreign Country | MO | ForeignCountryCd |
| Foreign Country | NL | ForeignCountryCd |
| Foreign Country | NZ | ForeignCountryCd |
| Foreign Country | PM | ForeignCountryCd |
| Foreign Country | SF | ForeignCountryCd |
| Foreign Country | SP | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM J MARTENS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3129441750 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 W Monroe Street Ste 2300 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606035405 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| Ezio Vergani | |||||||||
| Chair | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Debora de Hoyos | |||||||||
| Vice Chair | 1.0 | Yes (X) | Yes (X) | $558 | $0 | $0 | |||
| James Crawford | |||||||||
| Vice Chair | 1.0 | Yes (X) | Yes (X) | $338 | $0 | $0 | |||
| Dr Mary M Dwyer | |||||||||
| Director/President | 35.0 | Yes (X) | Yes (X) | $1,248,717 | $0 | $239,600 | |||
| Alan Schwartz | |||||||||
| Director | 1.0 | Yes (X) | $1,084 | $0 | $0 | ||||
| Clayton Spencer | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| David Oxtoby | |||||||||
| Director (Partial Year) | 1.0 | Yes (X) | $752 | $0 | $0 | ||||
| Dr Raynard Kington | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Dr C James Yeh | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| John Gearen | |||||||||
| Director | 1.0 | Yes (X) | $1,882 | $0 | $0 | ||||
| Loren Anderson | |||||||||
| Director | 1.0 | Yes (X) | $430 | $0 | $0 | ||||
| Marla Salmon | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Mary Cahillane | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Monica Vachher | |||||||||
| Director | 1.0 | Yes (X) | $291 | $0 | $0 | ||||
| Pamela Gann | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Peter Sundman | |||||||||
| Director | 1.0 | Yes (X) | $1,188 | $0 | $0 | ||||
| Rhonda Jordan | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Robert Brown | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Robert Hallworth | |||||||||
| Director (Partial Year) | 1.0 | Yes (X) | $1,324 | $0 | $0 | ||||
| Robert McNeill | |||||||||
| Director | 1.0 | Yes (X) | $412 | $0 | $0 | ||||
| Sheila Stamps | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Susan Carty | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Thomas McDonald | |||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| William Hoye | |||||||||
| EVP/Chief Operating Officer | 35.0 | Yes (X) | $432,455 | $0 | $50,629 | ||||
| William Martens | |||||||||
| VP Finance/CFO | 35.0 | Yes (X) | $273,765 | $0 | $50,633 | ||||
| Michael Steinberg | |||||||||
| EVP/Director Academic Programs | 35.0 | $264,097 | $0 | $37,630 | Yes (X) | ||||
| Richard Ian Ellis | |||||||||
| VP IT/Chief Information Officer | 35.0 | $228,645 | $0 | $35,755 | Yes (X) | ||||
| Melissa Torres | |||||||||
| VP Academic Programs & Deputy Director | 35.0 | $205,158 | $0 | $27,672 | Yes (X) | ||||
| Richard Bartecki | |||||||||
| EVP Marketing | 35.0 | $283,249 | $0 | $33,966 | Yes (X) | ||||
| Brian Brubaker | |||||||||
| AVP Recruiting & Advising | 35.0 | $150,532 | $0 | $23,277 | Yes (X) | ||||
| Keith Dipple | |||||||||
| Executive Director of Internships | 35.0 | $163,944 | $0 | $23,701 | Yes (X) | ||||
| John Coblentz | |||||||||
| Former Director | 7.0 | $12,001 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,270,822 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $522,863 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 26 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| E2 SERVICES | |||||
| 440 TREASURE DRIVE | OSWEGO | IL | 60543 | IT MANAGEMENT SERVICE PROVIDER | $465,688 |
| CROWE HORWATH LLP | |||||
| ONE MID AMERICA PLAZA SUITE 700 | OAK BROOK | IL | 605223697 | AUDITOR/TAX PREPARER | $111,623 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| All Other Contributions | $825,797 | AllOtherContributionsAmt |
| Total Contributions | $825,797 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| TUITION AND FEES | 900099 | $67,739,681 | $66,729,015 | $1,010,666 |
| ROOM AND BOARD | 900099 | $17,635,215 | $17,635,215 | |
| MEMBER SCHOOL FEE | 900099 | $29,365 | $29,365 | |
| TRANSCRIPT FEE | 900099 | $7,434 | $7,434 | |
| INSTALLMENT FEE | 900099 | $11,875 | $11,875 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $705 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $705 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $85,424,275 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $813,370 | TotalRevenueColumnAmt |
| Exclusion | $813,370 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,520,608 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,943,101 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,577,507 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,577,507 | TotalRevenueColumnAmt |
| Exclusion | $1,577,507 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Gain (loss) on Settlement of Foreign Currency Contracts | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | -$2,574,128 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$2,574,128 | RelatedOrExemptFuncIncomeAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$2,574,128 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $86,066,821 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $81,839,481 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,401,543 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,074,180 | TotalAmt |
| Program Services | $3,074,180 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,676 | TotalAmt |
| Program Services | $19,676 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,741,983 | TotalAmt |
| Program Services | $310,696 | ProgramServicesAmt |
| Management And General | $2,431,287 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,783,093 | TotalAmt |
| Program Services | $17,564,300 | ProgramServicesAmt |
| Management And General | $4,777,514 | ManagementAndGeneralAmt |
| Fundraising | $441,279 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,112,993 | TotalAmt |
| Program Services | $568,536 | ProgramServicesAmt |
| Management And General | $510,458 | ManagementAndGeneralAmt |
| Fundraising | $33,999 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,402,518 | TotalAmt |
| Program Services | $756,835 | ProgramServicesAmt |
| Management And General | $597,365 | ManagementAndGeneralAmt |
| Fundraising | $48,318 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,269,860 | TotalAmt |
| Program Services | $2,760,397 | ProgramServicesAmt |
| Management And General | $477,780 | ManagementAndGeneralAmt |
| Fundraising | $31,683 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $363,118 | TotalAmt |
| Management And General | $363,118 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $385,593 | TotalAmt |
| Management And General | $385,593 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,267 | TotalAmt |
| Fundraising | $61,267 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,000 | TotalAmt |
| Management And General | $28,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $906,859 | TotalAmt |
| Program Services | $690,276 | ProgramServicesAmt |
| Management And General | $212,523 | ManagementAndGeneralAmt |
| Fundraising | $4,060 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,425,664 | TotalAmt |
| Program Services | $262,082 | ProgramServicesAmt |
| Management And General | $1,084,389 | ManagementAndGeneralAmt |
| Fundraising | $79,193 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,429,893 | TotalAmt |
| Program Services | $848,471 | ProgramServicesAmt |
| Management And General | $524,977 | ManagementAndGeneralAmt |
| Fundraising | $56,445 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,553,202 | TotalAmt |
| Program Services | $997,015 | ProgramServicesAmt |
| Management And General | $1,535,555 | ManagementAndGeneralAmt |
| Fundraising | $20,632 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,669,007 | TotalAmt |
| Program Services | $5,099,249 | ProgramServicesAmt |
| Management And General | $569,758 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,344,121 | TotalAmt |
| Program Services | $4,480,374 | ProgramServicesAmt |
| Management And General | $783,086 | ManagementAndGeneralAmt |
| Fundraising | $80,661 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $350,620 | TotalAmt |
| Program Services | $143,161 | ProgramServicesAmt |
| Management And General | $193,016 | ManagementAndGeneralAmt |
| Fundraising | $14,443 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87 | TotalAmt |
| Program Services | $87 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $256,917 | TotalAmt |
| Program Services | $137,574 | ProgramServicesAmt |
| Management And General | $119,343 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $345,860 | TotalAmt |
| Program Services | $79,499 | ProgramServicesAmt |
| Management And General | $266,361 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Student Housing & Meals | $16,467,010 | $16,467,010 | ||
| Student Instruction and Tuiton | $3,810,982 | $3,810,982 | ||
| Student Services | $2,237,163 | $2,236,775 | $344 | $44 |
| Field Trips | $665,937 | $665,937 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $987,303 | TotalAmt |
| Program Services | $832,376 | ProgramServicesAmt |
| Management And General | $130,340 | ManagementAndGeneralAmt |
| Fundraising | $24,587 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,692,906 | TotalAmt |
| Program Services | $61,805,488 | ProgramServicesAmt |
| Management And General | $14,990,807 | ManagementAndGeneralAmt |
| Fundraising | $896,611 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,524,738 | BOYAmt |
| EOY | $10,980,265 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,898,240 | BOYAmt |
| EOY | $7,280,957 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,361 | BOYAmt |
| EOY | $275,948 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,052,942 | BOYAmt |
| EOY | $2,398,334 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,781,647 | BOYAmt |
| EOY | $2,239,786 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,868,387 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,156,342 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $801,325 | BOYAmt |
| EOY | $712,045 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,661,443 | BOYAmt |
| EOY | $32,591,897 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,179,513 | BOYAmt |
| EOY | $13,290,901 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,054 | BOYAmt |
| EOY | $1,733,016 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,018,263 | BOYAmt |
| EOY | $71,503,149 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,998,886 | BOYAmt |
| EOY | $5,278,461 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,181,469 | BOYAmt |
| EOY | $4,042,611 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,730,499 | BOYAmt |
| EOY | $1,820,356 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,910,854 | BOYAmt |
| EOY | $11,141,428 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,075,292 | BOYAmt |
| EOY | $58,194,188 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $644,541 | BOYAmt |
| EOY | $741,459 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,387,576 | BOYAmt |
| EOY | $1,426,074 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,107,409 | BOYAmt |
| EOY | $60,361,721 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,018,263 | BOYAmt |
| EOY | $71,503,149 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $8,373,915 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,936,137 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $816,534 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $49,018,888 | BeginningYearBalanceAmt |
| Contributions | $65,065 | ContributionsAmt |
| Investment Earnings Or Losses | $1,392,719 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,677,021 | OtherExpendituresAmt |
| End Year Balance | $48,799,651 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $43,825,507 | BeginningYearBalanceAmt |
| Contributions | $92,947 | ContributionsAmt |
| Investment Earnings Or Losses | $6,552,898 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,452,464 | OtherExpendituresAmt |
| End Year Balance | $49,018,888 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,067,081 | BeginningYearBalanceAmt |
| Contributions | $136,252 | ContributionsAmt |
| Investment Earnings Or Losses | $3,084,904 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $32,607 | GrantsOrScholarshipsAmt |
| Other Expenditures | $430,123 | OtherExpendituresAmt |
| End Year Balance | $43,825,507 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,081,817 | BeginningYearBalanceAmt |
| Contributions | $37,043,106 | ContributionsAmt |
| Investment Earnings Or Losses | $5,169,155 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,663 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,219,334 | OtherExpendituresAmt |
| End Year Balance | $41,067,081 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $951,768 | BeginningYearBalanceAmt |
| Contributions | $152,413 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,164 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $12,569 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,631 | OtherExpendituresAmt |
| End Year Balance | $1,081,817 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.9612 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.0292 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0096 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,345,753 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,264,222 | DepreciationAmt |
| Book Value | $81,531 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,745,394 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,135,896 | DepreciationAmt |
| Book Value | $609,498 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,777,240 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,756,224 | DepreciationAmt |
| Book Value | $21,016 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $712,045 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Partnership Investments | $9,406,044 | F |
| Hedge Funds | $3,884,857 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $13,290,901 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Accrued Loss on Forward Contracts | Desc |
| Amt | $1,820,356 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,820,356 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 Intended uses of endowment funds | The purpose of the endowment fund is to facilitate donors' desires to make substantial long-term gifts to IES. In so doing, the endowment fund will provide a secure, long-term source of funds to fund student scholarships. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | IES is organized and operated exclusively for educational purposes and, as such, is exempt from U.S. federal income taxes under Section 501(c)(3) of the U.S. Internal Revenue Code. IES London is a charity registered with the Charity Commission in the United Kingdom and, as such, is exempt from most income tax. In accordance with the applicable provisions of the Tax Reform Act of 1969 (the Act), IES, as a private company, may be exempt from the excise tax on net investment income, including realized gains, if certain criteria are met, as defined in the Act. IES has met the qualifying criteria for exemption from this excise tax. IES follows accounting standards applicable to uncertain income tax positions. No provision has been made for income taxes in the accompanying financial statements, as IES has had no unrelated business income. Management believes that IES has no material unrecognized income tax benefits, including any potential loss of its tax-exempt status. IES recognizes interest and penalties related to unrecognized tax benefits in interest and income tax expense, respectively. IES recognized and accrued no amounts for interest or penalties as of and for the year ended June 30, 2016 or 2015. Due to its tax-exempt status, IES is not subject to U.S. federal income tax or state income tax. IES does not expect the total amount of unrecognized tax benefits to significantly change in the next 12 months. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | false | GovernmentFinancialAidRcvdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY | FormAndLineReferenceDesc |
| Explanation | IES does not advertise through newspaper or broadcast media. Hence, we do not publicize our racially nondiscriminatory policy through this means. However, IES does publicize its racially nondiscriminatory policy through the same means that it advertises its programs to students: website, study abroad fairs, direct communications with students, universities' study abroad offices and consortium members. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| East Asia and the Pacific | 8 | 17 | Program Services | EDUCATION/CURRICULUM | $5,287,266 |
| Europe (Including Iceland and Greenland) | 21 | 118 | Program Services | EDUCATION/CURRICULUM | $43,526,529 |
| South Asia | 1 | 0 | Program Services | EDUCATION/CURRICULUM | $44,092 |
| South America | 4 | 19 | Program Services | EDUCATION/CURRICULUM | $4,019,125 |
| Central America and the Caribbean | 0 | 0 | Investments | $3,884,857 | |
| Middle East and North Africa | 1 | 4 | Program Services | EDUCATION/CURRICULUM | $729,290 |
| Central America and the Caribbean | 0 | 0 | Program Services | EDUCATION/CURRICULUM | $43,904 |
| Sub-Saharan Africa | 1 | 5 | Program Services | EDUCATION/CURRICULUM | $1,717,949 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Grantmaking | EDUCATION/CURRICULUM | $19,676 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 36 | SubtotalOfficesCnt |
| Subtotal Employees | 163 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 36 | TotalOfficeCnt |
| Total Employee | 163 | TotalEmployeeCnt |
| Subtotal Spent | $59,272,688 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $59,272,688 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (2 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| INTERNATIONAL PARTNER UNIVERSITY SCHOLARSHIPS | Europe (Including Iceland and Greenland) | 2 | $14,500 | Discounted Tuition |
| UWI Business School of Nursing Scholarship | Central America and the Caribbean | 2 | $5,176 | Direct payment to university |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds | One of IES' Scholarships was offered to an IES Abroad partner institution located in one of our study abroad locations. This scholarship has been negotiated with the foreign institution as part of IES Abroad's master agreements with them and is used by students from the partner institution to attend an IES Abroad program in another of our foreign locations. The scholarships cover all program fees and are directly credited to the students' accounts. |
| Schedule F, Part I, Line 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS | One of IES' Scholarships was offered to an IES Abroad partner institution located in one of our study abroad locations. This scholarship has been negotiated with the foreign institution as part of IES Abroad's master agreements with them and is used by students from the partner institution to attend an IES Abroad program in another of our foreign locations. The scholarships cover all program fees and are directly credited to the students' accounts. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| ADVANTAGE PLUS CONSULTING INC | ||||||||
| PO BOX 746 | CALDWELL | NJ | 07007 | PHONE SOLICITATION | false | $17,337 | $50,980 | -$33,643 |
| JOHN COBLENTZ | ||||||||
| 975 OXFORD ROAD | GLEN ELLYN | IL | 60137 | DIRECT SOLICITATION | false | $0 | $12,001 | -$12,001 |
| Lowitz & Sons | ||||||||
| 811 West Evergreen Suite 402 | Chicago | IL | 60622 | Direct Mail | false | $59,521 | $83,682 | -$24,161 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $76,858 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $146,663 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$69,805 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule G, Part I, Line 2b(v) payment of fees or payment of expenses | FormAndLineReferenceDesc |
| Explanation | ADVANTAGE PLUS CONSULTING, INC.-THE CONSULTANT'S INVOICE BREAKS OUT THE COST FOR THEIR CONSULTING FEES AND INCURRED POSTAGE COSTS. PRINTING AND DESIGN COSTS ARE INVOICED DIRECTLY FROM THE SUBCONTRACTED VENDOR.; | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships | GrantTypeTxt |
| Recipient | 1823 | RecipientCnt |
| Cash Grant | $3,074,180 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule I, Part III, Column (b) Scholarships awarded to students and faculty | Awards are given to U.S. students or U.S. schools in the form of grants or scholarships for the express purpose of studying abroad through one of IES' study abroad programs. Grants and scholarships are awarded to students via a direct reduction in their billed tuition for the term under which the grant or scholarship applies. The use of these grants and scholarships is limited in that monies can only be applied to tuition costs related to the specific IES program a recipient is enrolled in. When IES provides a student with any other grant or assistance for travel expenses related to one of its study abroad programs, the recipient would be required to provide IES with substantiation to ensure the funds were used for the intended purpose. Other scholarships have been negotiated with various partner institutions as part of our master agreement with them and are used by students from the partner institution to attend a U.S. University. IES Abroad pays directly, all the costs of tuition, room and board, and student activities. IES awards fellowships to foreign faculty to perform research in the United States. The recipients are provided a stipend and IES directly pays for all travel costs. |
| Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | Awards are given to U.S. students or U.S. schools in the form of grants or scholarships for the express purpose of studying abroad through one of IES' study abroad programs. Grants and scholarships are awarded to students via a direct reduction in their billed tuition for the term under which the grant or scholarship applies. The use of these grants and scholarships is limited in that monies can only be applied to tuition costs related to the specific IES program a recipient is enrolled in. When IES provides a student with any other grant or assistance for travel expenses related to one of its study abroad programs, the recipient would be required to provide IES with substantiation to ensure the funds were used for the intended purpose. Other scholarships have been negotiated with various partner institutions as part of our master agreement with them and are used by students from the partner institution to attend a U.S. University. IES Abroad pays directly, all the costs of tuition, room and board, and student activities. IES awards fellowships to foreign faculty to perform research in the United States. The recipients are provided a stipend and IES directly pays for all travel costs. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dr Mary M Dwyer | ||||||||||||||
| Director/President | $730,271 | $0 | $0 | $0 | $518,446 | $0 | $217,828 | $0 | $21,772 | $0 | $1,488,317 | $0 | $491,303 | $0 |
| William Hoye | ||||||||||||||
| EVP/Chief Operating Officer | $428,295 | $0 | $0 | $0 | $4,160 | $0 | $23,305 | $0 | $27,324 | $0 | $483,084 | $0 | $0 | $0 |
| William Martens | ||||||||||||||
| VP Finance/CFO | $273,016 | $0 | $0 | $0 | $749 | $0 | $24,862 | $0 | $25,771 | $0 | $324,398 | $0 | $0 | $0 |
| Michael Steinberg | ||||||||||||||
| EVP/Director Academic Programs | $261,875 | $0 | $0 | $0 | $2,222 | $0 | $25,174 | $0 | $12,456 | $0 | $301,727 | $0 | $0 | $0 |
| Richard Ian Ellis | ||||||||||||||
| VP IT/Chief Information Officer | $228,309 | $0 | $0 | $0 | $336 | $0 | $20,909 | $0 | $14,846 | $0 | $264,400 | $0 | $0 | $0 |
| Melissa Torres | ||||||||||||||
| VP Academic Programs & Deputy Director | $204,960 | $0 | $0 | $0 | $198 | $0 | $15,719 | $0 | $11,953 | $0 | $232,830 | $0 | $0 | $0 |
| Richard Bartecki | ||||||||||||||
| EVP Marketing | $274,197 | $0 | $8,318 | $0 | $734 | $0 | $22,525 | $0 | $11,441 | $0 | $317,215 | $0 | $0 | $0 |
| Brian Brubaker | ||||||||||||||
| AVP Recruiting & Advising | $135,662 | $0 | $14,782 | $0 | $88 | $0 | $11,683 | $0 | $11,594 | $0 | $173,809 | $0 | $0 | $0 |
| Keith Dipple | ||||||||||||||
| Executive Director of Internships | $142,404 | $0 | $21,000 | $0 | $540 | $0 | $11,379 | $0 | $12,322 | $0 | $187,645 | $0 | $0 | $0 |
| John Coblentz | ||||||||||||||
| Former Director | $12,001 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $12,001 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a First-class or charter travel | Uncompensated Board Directors are required to fly economy class on behalf of the organization. IES does allow for business-class travel of a board member when required for health reasons as prescribed in writing by a licensed physician. If business class is unavailable in that market, first-class may be substituted. Also, first-class fares are permitted when there is no fare difference between first-class and coach fare or there are limited flight options and there is no fare difference between first-class and business-class. |
| Schedule J, Part I, Line 1a Travel for companions | The organization paid for cultural activities, local travel, and health insurance for guests for some members for the boards of directors. The related benefit was included in the board members' taxable compensation. |
| Schedule J, Part I, Line 1a Tax indemnification and gross-up payments | The organization's President and Chief Operating Officer have their own supplemental long term disability insurance for which IES reimburses them. The organization then pays the tax attributable to the reimbursement on behalf of the organization's President and COO. The benefits were included in taxable compensation. |
| Schedule J, Part I, Line 1a Health or social club dues or initiation fees | The organization reimburses for the President's health club membership. THE BENEFIT WAS INCLUDED IN THE President's W-2 taxable compensation. |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | Mary M. Dwyer, President, 457(f) plan - $185,173 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John Coblentz | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Former Director | RelationshipDescriptionTxt |
| Transaction | $12,001 | TransactionAmt |
| Transaction | Employment wages for services rendered to the Development Department | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 1a Delegate broad authority to a committee | The Executive Committee shall consist of the Chair of the Board of Directors, the two Vice Chairs, the President, and not more than two other Directors elected as a member of the Executive Committee by a majority of the Board of Directors. The Executive Committee shall have and exercise the authority of the Board of Directors in the management of the corporation except as limited by the provisions of the "General Not for Profit Corporation Act" of the State of Illinois or by any resolution duly adopted by the Board of Directors specifically reserving unto itself any stated acts, decisions or powers. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | The appropriate members of IES management and the Chair of IES-Abroad's Audit Committee review the full form 990 in detail in conjunction with the organization's independent paid tax preparers. Subsequent to this review, a full copy of the Form 990 is distributed to each member of the Board of Directors prior to filing with the IRS. |
| Form 990, Part VI, Line 12c Conflict of interest policy | In accordance with IES Abroad's Conflict of Interest Policy, all officers, directors, and key employees must complete and submit an annual conflict of interest form and disclose all potential or actual conflicts of interest. The forms completed by directors are reviewed by the chair of the Governance Committee of the Board, Human Resources, and the President/CEO. The chair of the Governance Committee reports any conflicts involving board members or the president/CEO to the full board each year. The chair of the Board of Directors also reviews the completed conflict of interest forms submitted by the President and CEO each year. The President/CEO reviews all other officers' conflict of interest forms. The Human Resources Department also reviews the conflict of interest forms completed and submitted by all other officers and key employees of IES Abroad. If it is discovered that a Board member has a conflict of interest during Board or committee deliberations, then the affected Board member must recuse himself or herself from the relevant issue, deliberations, and decision-making process. Other measures can occur in order to adequately manage a Board or staff member's conflicts of interest. Those involving Board members' conflicts can be determined by the Board Governance Committee and approved by the Board Executive Committee and the full Board as necessary. Individual conflict of interest forms completed by IES officers and key employees are placed in confidential files maintained by IES Abroad's Human Resources Department. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | IES Abroad's Board Executive Committee, acting as the Board Compensation committee, reviews and approves the compensation of IES Abroad vice presidents and officers annually. The Board Executive Committee is comprised of the elected board chair, the elected vice chairs, two other board members and the President/CEO. The Executive Committee reviews the external compensation information described in the following paragraphs to set compensation. The President/CEO recuses herself from any discussions regarding the setting of her own compensation. At least every 3 years, IES Abroad retains an independent, outside compensation review firm to evaluate the company's vice presidents' and officers' compensation. The independent firm uses market surveys and other resources to compare the compensation of IES Abroad vice presidents and officers and positions to similar (or identical) positions at other organizations with similar annual revenues, comparable annual enrollments, comparable numbers of employees, and comparable levels and complexities of job responsibilities, in order to establish a benchmark for reasonable compensation. IES Abroad most recently retained an outside compensation review firm for a full review of vice president's and other officers' (including President/CEO) compensation in April 2014. Annually, IES reviews the performance of each of its vice presidents and officers. Salary data for each position is aged annually based upon instructions provided in the independent third party study commissioned by IES Abroad. The competitive market data provided by the third-party firm in 2014 was updated in April/May 2015 by IES Abroad's Associate Vice President of Human Resources following compensation review best practices including guidance provided by the third-party firm. The Human Resources Department annually monitors salaries of all headquarters, U.S. based employees based upon the review of several national, third-party compensation survey reports. Once approved by the Board Executive Committee on an annual basis, compensation decisions made by the Executive Committee for vice presidents are presented to the full board of directors. Separately, the Executive Committee of the Board recommends compensation for the President/CEO to the full Board that in turn votes on the President's/CEO's compensation. The full Board votes on the compensation of the President/CEO on an annual basis. Vice presidents and officers never take part in the discussions regarding the setting of their own compensation. The chair of the Board of Directors documents the above process to the department of Human Resources on an annual basis. The compensation package of some of the organization's vice presidents and officers are documented in a written employment contract. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | Please see the narrative for Form 990, Part VI, Section B, Line 15a |
| Form 990, Part VI, Line 19 Required documents available to the public | Financial statements, governing documents, and conflict of interest policies are not required disclosures pursuant to Internal Revenue Code (IRC) Section 6104. These documents are not available to the public at this time. |
| Form 990, Part VIII, Line 2f Other Program Service Revenue | Returned Check Fee - Total Revenue: 705, Related or Exempt Function Revenue: 705, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Foreign Currency Translation Adjustment - -321626; Unrealized Gain on Foreign Currency - 1138160; |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (17 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Province Or StateForeignAddress/ProvinceOrStateNm | EINEIN | Address Line2ForeignAddress/AddressLine2Txt | Legal Domicile StateLegalDomicileStateCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STITCHING IES AMSTERDAM | |||||||||||||||||
| OUDEZIJDS ACHTERBURGWAL 185 | AMSTERDAM | NL | 1012DK | ABROAD PROG | NL | $11,140 | $240,800 | IES | |||||||||
| INSTITUTE FOR THE INTERNATIONAL EDUCATION OF STUDENTS PTY LTD (Australia) | |||||||||||||||||
| ABROAD PROG | AS | $0 | $0 | IES | 33 W MONROE ST | STE 2300 | CHICAGO | IL | 60603 | ||||||||
| IES ABROAD BRASIL | |||||||||||||||||
| AV RIO BRANCO 1 ANDAR 12 | CENTRO | BR | 20.090003 | ABROAD PROG | BR | -$2,644 | $69,120 | IES | RIO DE JANEIRO | 981137773 | |||||||
| INSTITUTE FOR INTL ED OF STUDENTS - SF (CAPE TOWN) | |||||||||||||||||
| Ground Floor Shop 3 25 Main Road | Rondebosch | SF | 7700 | ABROAD PROG | SF | $13,071 | $196,146 | IES | Western Cape | ||||||||
| PATHWAYS GLOBAL CONSULTING (BEIJING) CO LTD | |||||||||||||||||
| RM 4052 LINGLONG TOWER ENJI ZHUANG | BEIJING | CH | ABROAD PROG | CH | $2,985 | $236,659 | IES | NO 46, F-HAIDIAN | 981135340 | ||||||||
| SOCIETY FOR THE INTL ED OF STUDENTS (DELHI) | |||||||||||||||||
| C-54 NEETI BAGH | IN | 110049 | ABROAD PROG | IN | $0 | $0 | IES | NEW DELHI | |||||||||
| IES ABROAD INDIA PRIVATE LIMITED (IES INDIA) | |||||||||||||||||
| C-54 NEETI BAGH | NEW DELHI | IN | 110049 | ABROAD PROG | IN | -$145 | $48,958 | IES | 981135334 | ||||||||
| FONDAZIONE IES ABROAD ITALY | |||||||||||||||||
| LUNGOTEVERE TOR DI NONA 7 | ROME | IT | 00186 | ABROAD PROG | IT | $3,822 | $1,020,266 | IES | 981198420 | ||||||||
| IES ABROAD JAPAN CENTERS | |||||||||||||||||
| 1-7-1 NAKASE SCED BLDG 3F MIHAMA-KU | CHIBASHI | JA | 2610023 | ABROAD PROG | JA | $6 | $565,879 | IES | 981079733 | ||||||||
| LONDON CENTRE OF THE INST EUROPEAN STUDIES | |||||||||||||||||
| 5 BLOOMSBURY PLACE | LONDON | UK | WC1A2QP | ABROAD PROG | UK | $435,206 | $1,353,644 | IES | |||||||||
| IES ABROAD (RABAT) | |||||||||||||||||
| 89 AVENUE MOULAY ISMAIL | RABATHASSAN | MO | 10006 | ABROAD PROG | MO | $637 | $210,533 | IES | |||||||||
| IES NANTES ASSOCIATION | |||||||||||||||||
| 7 RUE DES CADENIERS | NANTES | FR | 44000 | ABROAD PROG | FR | $0 | $3,046 | IES | |||||||||
| Association IES Abroad Nice | |||||||||||||||||
| 4 BOULEVARD CARABACEL | NICE | FR | 06046 | ABROAD PROG | FR | -$5 | $26,072 | IES | 981257970 | ||||||||
| ASSOCIATION D'IES ABROAD-PARIS | |||||||||||||||||
| 77 RUE DAGUERRE | PARIS | FR | 75014 | ABROAD PROG | FR | $195 | $753,458 | IES | |||||||||
| IES FOUNDATION (QUITO ECUADOR) | |||||||||||||||||
| REPUBLICA DE EL SALVADOR Y MOSCU | QUITO | EC | N34229 | ABROAD PROG | EC | $0 | $174,641 | IES | EDIFICIO SAN SALVADOR | ||||||||
| THE INST FOR THE INTL ED OF STUDENTS (SPAIN) | |||||||||||||||||
| AVENIDA DE SENECA NUMERO 7 | MADRID | SP | 28040 | ABROAD PROG | SP | $419 | $1,602,931 | IES | |||||||||
| IES ABROAD PATHWAYS LLC | |||||||||||||||||
| ABROAD PROG | $0 | $0 | IES | 33 W MONROE ST STE 2300 | CHICAGO | IL | 606035405 | DE | |||||||||
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STUDY ABROAD FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 WEST 42ND STREET | AddressLine1Txt |
| Address Line2 | SUITE 216 | AddressLine2Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352114762 | EIN |
| Primary Activities | ABROAD PROG | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3 | ExemptCodeSectionTxt |
| Public Charity Status | 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STUDY ABROAD FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | D | TransactionTypeTxt |
| Involved | $1,505,000 | InvolvedAmt |
| Method Of Amount Determination | EOY BOOK VALUE | MethodOfAmountDeterminationTxt |
Comments