2014-05-06T15:12:05-05:00 2013-06-30 Grant Thornton LLP 2010 CORPORATE RIDGE SUITE 400 MCLEAN VA 22102 990 2012-07-01 223087809 INTERNATIONAL RESEARCH & EXCHANGES BOARD INC % FERNANDO BARRAGAN INTE 2026288188 1275 K Street NW Suite 600 Washington DC 20005 Fernando Barragan 2026288188 2014-05-05 true Mary Torretta 7038477500 2012 2015-11-30 17:44:51Z HON W ROBERT PEARSON PRES 1275 K Street NW Washington DC 20005 68448757 false X www.irex.org X 1991 NJ International Research & Exchanges Board (IREX) promotes positive lasting change globally. 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Liability for Uncertain Tax Position (ASC 740) Schedule D, Part X, Line 2 IREX is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code and has been classified by the Internal Revenue Service as an organization that is not a private foundation. Under provisions of the Internal Revenue Code Section 501(c)(3), and applicable state regulations, IREX is exempt from taxes except for unrelated business income. For financial statement purposes, IREX is required to record a liability for any material tax position taken which does not meet the minimum thresholds of "more likely than not" to be successful under regulatory challenge. No provision for income taxes has been recorded in 2013 and 2012 since management believes there is no material unrelated business income or material uncertain tax positions requiring the recognition of a liability. true Central America and the Caribbean 1 4 Program Services Education 109707 East Asia and the Pacific Program Services Education, CDS 786967 Europe (Including Iceland and Greenland) 1 40 Program Services Education, Media, CDS 8327845 Middle East and North Africa 6 26 Program Services Education, Media, CDS 10671844 South America Program Services Education 855630 South Asia Program Services Education, CDS 4857075 Sub-Saharan Africa 5 32 Program Services Education, CDS 6251682 Russia and the Newly Independent States 13 214 Program Services Education, Media, CDS 26405406 26 316 26 316 58266156 58266156 Middle East and North Africa Conflict Mitigation 19950 check/wire Middle East and North Africa Conflict Mitigation 22405 check/wire Middle East and North Africa Conflict 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and North Africa Civil Society Development 8790 check/wire Middle East and North Africa Civil Society Development 15403 check/wire Middle East and North Africa Civil Society Development 9023 check/wire South Asia Civil Society Development 212549 check/wire South Asia Civil Society Development 70819 check/wire Russia and the Newly Independent States Civil Society Development 5906 check/wire Europe (Including Iceland and Greenland) Library Development 19622 check/wire Europe (Including Iceland and Greenland) Library Development 7731 check/wire Europe (Including Iceland and Greenland) Library Development 94098 check/wire Europe (Including Iceland and Greenland) Library Development 17600 check/wire Europe (Including Iceland and Greenland) Library Development 23220 check/wire Middle East and North Africa Civil Society Development 41825 check/wire Middle East and North Africa Civil Society Development 388201 check/wire Middle East and North Africa Civil Society Development 91328 check/wire 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Development 15442 check/wire Russia and the Newly Independent States Library Development 13000 check/wire Russia and the Newly Independent States Library Development 14623 check/wire Russia and the Newly Independent States Library Development 13000 check/wire Russia and the Newly Independent States Library Development 9689 check/wire Russia and the Newly Independent States Library Development 13000 check/wire Russia and the Newly Independent States Library Development 9660 check/wire Russia and the Newly Independent States Library Development 12990 check/wire Russia and the Newly Independent States Library Development 8473 check/wire Sub-Saharan Africa Civil Society Development 36412 check/wire Sub-Saharan Africa Civil Society Development 6181 check/wire Sub-Saharan Africa Civil Society Development 118457 check/wire Sub-Saharan Africa Civil Society Development 145753 check/wire Sub-Saharan Africa Civil Society Development 83722 check/wire Sub-Saharan Africa Civil Society Development 110487 check/wire Sub-Saharan Africa Civil Society Development 16923 check/wire Sub-Saharan Africa Civil Society Development 108731 check/wire Sub-Saharan Africa Civil Society Development 93543 check/wire Sub-Saharan Africa Civil Society Development 6280 check/wire Sub-Saharan Africa Civil Society Development 1333186 check/wire Sub-Saharan Africa Civil Society Development 9390 check/wire Sub-Saharan Africa Civil Society Development 6300 check/wire Sub-Saharan Africa Civil Society Development 20000 check/wire South Asia Youth Leadership 26381 check/wire South Asia Youth Leadership 36761 check/wire Russia and the Newly Independent States Youth Leadership 57286 check/wire Russia and the Newly Independent States Youth Leadership 6994 check/wire Europe (Including Iceland and Greenland) Media Development 513480 check/wire Europe (Including Iceland and Greenland) Media Development 79199 check/wire Europe (Including Iceland and Greenland) Media Development 28000 check/wire Europe (Including 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Newly Independent States Media Development 79890 check/wire Russia and the Newly Independent States Media Development 115637 check/wire Russia and the Newly Independent States Media Development 112818 check/wire Russia and the Newly Independent States Media Development 5324 check/wire Russia and the Newly Independent States Media Development 28957 check/wire Russia and the Newly Independent States Media Development 5162 check/wire Russia and the Newly Independent States Media Development 43972 check/wire Russia and the Newly Independent States Media Development 91748 check/wire Sub-Saharan Africa Journalism Education 20979 check/wire Sub-Saharan Africa Journalism Education 87323 check/wire Middle East and North Africa Media Development 597246 check/wire Middle East and North Africa Media Development 189828 check/wire Middle East and North Africa Civil Society Development 9047 check/wire Sub-Saharan Africa Civil Society Development 10684 check/wire Russia and the Newly Independent 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Media Development Media Development 34812 check/wire Russia and the Newly Independent States Media Development 19250 check/wire Russia and the Newly Independent States Media Development 40218 check/wire Russia and the Newly Independent States Media Development 16200 check/wire Russia and the Newly Independent States Media Development 72357 check/wire Russia and the Newly Independent States Media Development 67747 check/wire Russia and the Newly Independent States Media Development 148838 check/wire Russia and the Newly Independent States Media Development 33089 check/wire Russia and the Newly Independent States Media Development 61728 check/wire Russia and the Newly Independent States Media Development 41135 check/wire Russia and the Newly Independent States Media Development 56017 check/wire Russia and the Newly Independent States Media Development 75352 check/wire Russia and the Newly Independent States Media Development 134357 check/wire Russia and the Newly Independent States Media Development 12086 check/wire Russia and the Newly Independent States Media Development 10080 check/wire Russia and the Newly Independent States Media Development 31847 check/wire Russia and the Newly Independent States Media Development 17978 check/wire Russia and the Newly Independent States Media Development 36778 check/wire Russia and the Newly Independent States Media Development 32701 check/wire Russia and the Newly Independent States Media Development 85360 check/wire Russia and the Newly Independent States Media Development 47472 check/wire Russia and the Newly Independent States Media Development 98082 check/wire Russia and the Newly Independent States Media Development 67915 check/wire Russia and the Newly Independent States Media Development 15533 check/wire Russia and the Newly Independent States Media Development 25708 check/wire Russia and the Newly Independent States Media Development 56716 check/wire Russia and the Newly Independent States Media Development 174495 check/wire Russia and the Newly Independent States Media Development 9982 check/wire Russia and the Newly Independent States Media Development 39043 check/wire Russia and the Newly Independent States Media Development 29297 check/wire Russia and the Newly Independent States Media Development 36425 check/wire Russia and the Newly Independent States Media Development 51292 check/wire Russia and the Newly Independent States Media Development 12977 check/wire Russia and the Newly Independent States Media Development 13837 check/wire Russia and the Newly Independent States Library Development 5777 check/wire Russia and the Newly Independent States Library Development 5843 check/wire Russia and the Newly Independent States Library Development 7456 check/wire Russia and the Newly Independent States Library Development 5674 check/wire Europe (Including Iceland and Greenland) Library Development 6754 check/wire Europe (Including Iceland and Greenland) Library Development 5189 check/wire Europe (Including Iceland and Greenland) Library Development 27900 check/wire Europe (Including Iceland and Greenland) Library Development 5219 check/wire Europe (Including Iceland and Greenland) Library Development 5081 check/wire Europe (Including Iceland and Greenland) Library Development 5419 check/wire Europe (Including Iceland and Greenland) Library Development 5328 check/wire Europe (Including Iceland and Greenland) Library Development 46754 check/wire Europe (Including Iceland and Greenland) Library Development 10273 check/wire Europe (Including Iceland and Greenland) Library Development 158107 check/wire Middle East and North Africa Civil Society Development 9519 check/wire 1 308 Individual Program grant Sub-Saharan Africa 3 2385 check/wire Individual Program grant Russia and the Newly Independent States 25 50319 check/wire Individual Program grant Russia and the Newly Independent States 5 28535 check/wire Alumni grant Russia and the Newly Independent States 37 68983 check/wire Alumni grant Russia and the Newly Independent States 4 7081 check/wire Alumni grant Central America and the Caribbean 1 2957 check/wire Alumni grant East Asia and the Pacific 10 22221 check/wire Alumni grant Europe (Including Iceland and Greenland) 1 810 check/wire Alumni grant Middle East and North Africa 2 4216 check/wire Alumni grant Russia and the Newly Independent States 7 16531 check/wire Alumni grant South America 3 2259 check/wire Alumni grant South Asia 21 49644 check/wire Alumni grant Sub-Saharan Africa 5 13929 check/wire Alumni grant Russia and the Newly Independent States 55 35493 check/wire Alumni grant South Asia 93 23293 check/wire Alumni grant Russia and the Newly Independent States 5 39104 check/wire Alumni grant Sub-Saharan Africa 3 8100 check/wire Alumni grant Russia and the Newly Independent States 5 3427 check/wire Exchange grant Central America and the Caribbean 2 15495 check/wire Exchange grant East Asia and the Pacific 6 46039 check/wire Exchange grant Europe (Including Iceland and Greenland) 8 68509 check/wire Exchange grant Middle East and North Africa 9 55238 check/wire Exchange grant Russia and the Newly Independent States 4 22401 check/wire Exchange grant South America 4 31992 check/wire Exchange grant South Asia 8 65809 check/wire Exchange grant Sub-Saharan Africa 25 174434 check/wire Fellowship Russia and the Newly Independent States 206 3302265 check/wire Exchange grant Russia and the Newly Independent States 8 251 check/wire Exchange grant Central America and the Caribbean 19 12370 check/wire Exchange grant East Asia and the Pacific 30 112965 check/wire Exchange grant Europe (Including Iceland and Greenland) 38 28231 check/wire Exchange grant Middle East and North Africa 36 87898 check/wire Exchange grant Russia and the Newly Independent States 43 27880 check/wire Exchange grant South America 39 57919 check/wire Exchange grant South Asia 39 70645 check/wire Exchange grant Sub-Saharan Africa 35 124619 check/wire Fellowship Europe (Including Iceland and Greenland) 3 54391 check/wire Fellowship Russia and the Newly Independent States 95 1065454 check/wire Fellowships South Asia 230 2007820 check/wire Fellowship Middle East and North Africa 22 64447 check/wire Fellowship Russia and the Newly Independent States 11 46645 check/wire Fellowship Sub-Saharan Africa 11 51564 check/wire Fellowship Russia and the Newly Independent States 22 5313 check/wire false false false false false true Procedure for Monitoring Use of Grant Funds Outside U.S. Schedule F, Part I, Line 2 IREX requires programmatic reporting from all grantees. Periodic financial reporting is required from all grantees who receive cost reimbursable awards. Programmatic reports are reviewed by IREX to ensure planned activities are undertaken and that all work is within the scope of the award. Financial reports are reviewed to ensure that grant funds are used for the purposes intended. Site visits by IREX staff are encouraged and taken whenever practical. Additional oversight measures including more frequent reporting, audits, physical evidence of performance, etc., are employed when normal oversight indicates areas of concern. As part of its headquarters oversight function, IREX has a Financial Review program for its fieLd offices. This program is intended to assess the soundness of the financial management practices in our fieLd offices, as well as to identify and resolve any related issues. For this purpose, a team of financial experts within IREX as well as external consultants conduct periodic reviews of our field offices. Field offices are selected for review based on a risk assessment that is performed by the Field Finance Manager and the CFO on a yearly basis; over the past three years a number of IREX country offices benefited from this program. Purpose of Grants to Individuals and Organizations outside the U.S. Schedule F, Parts II and III IREX provided educational opportunities to study in the U.S. for approximately 700 international students from July 1, 2012 to June 30, 2013. Professional exchanges in the fields of education and journalism were also provided to over 550 international professionals. true Ronald McDonald House 3727 14th Street NE Washington DC 20017 521132262 501(c)(3) 8000 General Support 1 Alumni grant 26 18262 Exchange grant 21 13850 Fellowship 1 129 Exchange grant 159 180736 Procedure for Monitoring Use of Grant Funds Inside U.S. Schedule I, Part I, Line 2 Annually, as a community service project, IREX employees donate funds to a local tax exempt charity. IREX matches these donations. Purpose of Grants to Individuals and Organizations in the United States Schedule I, Parts II and III IREX provided professional exchanges in the fields of education and journalism to over 200 US-based professionals. X X false true X X true false false false false false false false false Hon W Robert Pearson 241502 0 0 0 0 0 54000 0 5102 0 300604 0 0 0 Joyce Neverov 162758 0 0 0 0 0 31147 0 15961 0 209866 0 0 0 Robert Cronin 155206 0 0 0 0 0 28813 0 14673 0 198692 0 0 0 Mark Whitehouse 140953 0 0 0 0 0 32009 0 15376 0 188338 0 0 0 Michael Lavelline 95219 0 0 0 0 0 54000 0 9673 0 158892 0 0 0 Aaron Bornstein 208386 0 0 0 0 0 52762 0 59244 0 320392 0 0 0 Matthew Shelley 138020 0 0 0 0 0 9540 0 22181 0 169741 0 0 0 Randal Mason 135650 0 0 0 0 0 40800 0 6202 0 182652 0 0 0 Andrew Clayton 140000 0 0 0 28000 0 0 0 28664 0 196664 0 0 0 Eileen Reed 154223 0 0 0 0 0 18201 0 32414 0 204838 0 0 0 Housing allowance or residence for personal use Schedule J, Part I, Line 1a Housing allowances are provided to expatriate employees located in IREX overseas field office programs. The provision of the housing allowance is consistent with or lower than what is commonly provided by the US government and other international development agencies when placing employees in overseas locations. Housing allowances are determined on a case by case basis. Factors considered include the cost of housing in the specific country, US government housing allowance guidelines and negotiations with the expatriate employee to be assigned to the location. Employees serving at overseas locations included among the highest compensated employees listed on the compensation schedule received housing allowance benefits which were included in their reported compensation. No housing allowance benefits are provided to directors, officers, or key employees. Health or social club dues or initiation fees Schedule J, Part I, Line 1a IREX pays the annual dues for the President to conduct business and meetings with board members at a local social club. All IREX business related expenses incurred by the President at the social club are reviewed and authorized before reimbursement is made to the President. Only business related expenses are reimbursed by IREX. Written policy regarding payment or reimbursement Schedule J, Part I, Line 1b As stated, housing allowances are determined on a case by case basis. Other Expense reimbursements are subject to review and compliance with IREX travel and expense reimbursement policies. Approval by the Board or Compensation Committee Schedule J, Part I, Line 3 The President's annual salary increase and award are determined by the Chairperson of the Board of Governors in consultation with the members of the Executive Committee. Annual salary increases and awards for other officers and key employees are determined by the President based on the established institutional salary increase ranges for all DC paid employees. Any officer or key employee awards are determined by the President within the parameters of an employee award plan adopted by the Board of Governors. Finally all other officer and key employee salary increases and awards (if any) are reviewed by the President with the Chairperson of the Board. Severance Payment Schedule J, Part I, Line 4a Andrew Clayton: $28,000 Compensation of Foreign Employees Schedule J, Part II Andrew Clayton is a non-US citizen working outside of the United States for IREX. Therefore, Mr. Clayton does not receive a W-2 or 1099 from IREX. Number of Individuals Employed FORM 990 Part I, Line 5 & Part V, Line 2a The number of employees listed (170) only reflects the employees paid out of the headquarters office with a W-2. IREX is an international organization with over 473 total persons (including foreign local hires) in 24 offices in 19 countries. The majority of employees are located in IREX country offices. Only one hundred employees are located in the headquarters office in Washington, DC. ORGANIZATION'S MISSION FORM 990, PART III, LINE 1 International Research & Exchanges Board (IREX) promotes positive lasting change globally. IREX enables local individuals and institutions to build key elements of a vibrant society: quality education, independent media, and strong communities. To strengthen these sectors, IREX's program activities also include conflict resolution, technology for development, women and youth. With more than 45 years of experience, IREX is guided by its enduring values and is committed to organizational excellence, measurable impact and thought leadership. IREX employs field-tested methods and innovative uses of technologies to develop practical and locally-driven solutions with our partners. PROGRAM SERVICE ACTIVITY #1 FORM 990, PART III, LINE 4A The Media, Technology and Civil Society technical division has an extensive portfolio of programs focused on citizen engagement, advocacy, youth and womens empowerment, conflict mediation, media development, technology for development, and NGO capacity-building in Africa, Asia, Europe & Eurasia and the Middle East. IREX provides media, technology, and good governance services that build on human capital, strengthen institutions, and broaden access to information for citizens and policymakers. IREX integrates targeted activities for underrepresented populations, which include women, youth, ethnic minorities, and people with disabilities. IREXs works in partnership with people, organizations, and government bodies to improve their communities and foster good governance through strengthening media, integrating technology and meeting the specific local needs of communities. IREX works across all media - television, radio, online, print, and mobile to advance media professionalism, sustainability, sound media laws, and the local institutions that support independent media and journalists. IREX works to provide and integrate new technologies that democratize the flow of information to help inform policymakers, academics, and civil society leaders throughout the world as they seek ways to expand citizens access to information. IREX works closely with civil society organizations to strengthen engagement between citizens and government, and provide opportunities for people to improve their lives and be leaders in their communities. PROGRAM SERVICE ACTIVITY #2 FORM 990, PART III, LINE 4B Education supports economic development, social reform, and civic participation within a society and provides the foundation for tomorrow's leaders. IREX works with individuals, institutions, and governments to expand access to and improve the quality of education worldwide. IREX designs programs and provides consulting to support lifelong learning starting at the primary and secondary levels, continuing through higher education, and including continuing professional training. Program areas include Basic Education Development, Higher Education Development, International Education and Research Support. FOREIGN BANK ACCOUNTS FORM 990, PART V, LINE 4B Armenia Azerbaijan Georgia Iraq Jordan Kazakhstan Kenya Kyrgyzstan Liberia Lebanon Moldova Mozambique Nambia West Bank Romania Russia Tajikistan Turkmenistan Ukraine Form 990 Review Process Form 990, Part VI, Line 11b Form 990 was reviewed thoroughly by the organization's Treasurer in initial draft and final form prior to filing. The Board of Directors have authorized the members of the Finance Committee to review the final copy of the return. The review by the Finance Committee was conducted prior to filing the Form 990. The Form 990 was made available electronically to all members of the Board of Directors before it was filed with the IRS. Conflict of Interest Policy Monitoring & Enforcement Form 990, Part VI, Line 12c The Board of Governors at their November 2010 meeting adopted an annual conflict of interest submission disclosure requirement for each Governor. A similar disclosure is required for all members of staff senior management group. In addition, IREX has a written conflict of interest policy covering employees. After the annual disclosures are submitted, they are reviewed by the Office of the President (for Board members) or the Chief of Staff (for senior staff). If there is a potential or perceived conflict, the matter is elevated to the President and Chairperson of the Board (for Board members) or the President and Chief of Staff (for senior staff). If there is a conflict, the person would recuse themselves from any deliberations or decision-making related to the transaction. Process for Determining Compensation Form 990, Part VI, Lines 15a & 15b The President's annual salary increase and award are determined by the Chairperson of the Board of Governors in consultation with the members of the Executive Committee. Annual salary increases and awards for other officers and key employees are determined by the President based on annually established institutional salary increase ranges for all DC paid employees. Any officer or key employee awards are determined by the President within the parameters of an employee award plan adopted by the Board of Governors. Finally all other officer and key employee salary increases and awards (if any) are reviewed by the President with the Chairperson of the Board. Annually, IREX acquires salary survey information from a variety of sources and makes adjustments of salary ranges, if necessary. How Documents are Made Available to the Public Form 990, Part VI, Line 19 The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. Copies of the financial statements are also available on the IREX website. EXPLANATION OF FUNCTIONAL EXPENSES Form 990, Part IX, lines 1, 2, 3, 24 a & b In carrying out program activities, IREX works extensively in partnerships with other organizations. Over 44% of IREX's total program expenditures were devoted to educational, professional exchanges and partnership activities plus the staff and travel costs directly related to supporting these activities.