INSTITUTE FOR THE INTERNATIONAL EDUCATION OF STUDENTS: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
INSTITUTE FOR THE INTERNATIONAL EDUCATION OF STUDENTS (EIN 36-2251912)
Tax period
2013-07-01 to 2014-06-30
Filed
2014-12-12
IRS object ID
201443469349300424
Schema version
2013v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-12-12T14:34:01-06:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CROWE HORWATH LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1225 WEST WACKER DRIVEAddressLine1
Address Line2SUITE 2600AddressLine2
CityCHICAGOCity
StateILState
ZIP Code606061224ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN362251912EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INSTITUTE FOR THE INTERNATIONAL EDUCATION OF STUDENTSBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlINSTBusinessNameControlTxt
Phone3129441750PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line133 W Monroe StreetAddressLine1
CityChicagoCity
StateILState
ZIP Code606035405ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM J MARTENSPersonNm
Person TitleCFOPersonTitleTxt
Signature2014-12-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNicole BencikPreparerPersonNm
PTINP00756195PTIN
Phone3128997000PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1IES ABROADBusinessNameLine1

Principal Ofcr Business Address PrincipalOfcrBusinessAddress

FieldValueIRS element (for citing)
Business Name Line1MARY M DWYER PHDBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line133 W Monroe StreetAddressLine1
CityChicagoCity
StateILState
ZIP Code606035405ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$90,168,783GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.IESABROAD.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1953FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionTHE INSTITUTE FOR THE INTERNATIONAL EDUCATION OF STUDENTS (IES) ENCOURAGES STUDENTS TO EXPLORE FOREIGN COUNTRIES AND FOSTERS STUDENTS' PERSONAL AND ACADEMIC GOALS BY PROVIDING STUDY ABROAD PROGRAMS.ActivityOrMissionDesc
Voting Members Governing Body21VotingMembersGoverningBodyCnt
Voting Members Independent20VotingMembersIndependentCnt
Total Employee152TotalEmployeeCnt
Total Volunteers47TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$408,132PYContributionsGrantsAmt
CY Contributions Grants$565,382CYContributionsGrantsAmt
PY Program Service Revenue$75,379,668PYProgramServiceRevenueAmt
CY Program Service Revenue$82,138,524CYProgramServiceRevenueAmt
PY Investment Income$1,245,638PYInvestmentIncomeAmt
CY Investment Income$2,150,562CYInvestmentIncomeAmt
PY Other Revenue-$2,131,260PYOtherRevenueAmt
CY Other Revenue$1,283,337CYOtherRevenueAmt
PY Total Revenue$74,902,178PYTotalRevenueAmt
CY Total Revenue$86,137,805CYTotalRevenueAmt
PY Grants And Similar Paid$2,454,952PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,639,379CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$29,357,541PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$32,144,465CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$132,474PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$154,853CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$885,718CYTotalFundraisingExpenseAmt
PY Other Expenses$46,281,600PYOtherExpensesAmt
CY Other Expenses$48,746,625CYOtherExpensesAmt
PY Total Expenses$78,226,567PYTotalExpensesAmt
CY Total Expenses$83,685,322CYTotalExpensesAmt
PY Revenues Less Expenses-$3,324,389PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,452,483CYRevenuesLessExpensesAmt
Total Assets BOY$55,657,521TotalAssetsBOYAmt
Total Assets EOY$65,424,189TotalAssetsEOYAmt
Total Liabilities BOY$10,582,745TotalLiabilitiesBOYAmt
Total Liabilities EOY$10,326,911TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$45,074,776NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$55,097,278NetAssetsOrFundBalancesEOYAmt
MissionTHE 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 125 ACADEMIC PROGRAMS AROUND THE WORLD. IES IS COMPRISED OF A CONSORTIUM OF MORE THAN 225 SELECTIVE COLLEGES AND UNIVERSITIES, AND ENROLLS MORE THAN 5,500 STUDENTS IN UNIQUE PROGRAMS IN 19 COUNTRIES THROUGHOUT EUROPE, ASIA, AFRICA, AUSTRALIA, AND SOUTH AMERICA. IES FOSTERS STUDENTS' INTERCULTURAL COMPETENCE AND ACADEMIC GOALS BY PROVIDING QUALITY STUDY ABROAD PROGRAMS WORLDWIDE.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$69,048,797ExpenseAmt
Grant$2,639,379GrantAmt
Revenue$81,267,667RevenueAmt
DescSTUDY 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 5,500 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 35 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, AND SPAIN.Desc
Total Program Service Expenses$69,048,797TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document65IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee152EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryARForeignCountryCd
Foreign CountryASForeignCountryCd
Foreign CountryAUForeignCountryCd
Foreign CountryBRForeignCountryCd
Foreign CountryCJForeignCountryCd
Foreign CountryCIForeignCountryCd
Foreign CountryCHForeignCountryCd
Foreign CountryCSForeignCountryCd
Foreign CountryECForeignCountryCd
Foreign CountryFRForeignCountryCd
Foreign CountryGMForeignCountryCd
Foreign CountryINForeignCountryCd
Foreign CountryEIForeignCountryCd
Foreign CountryITForeignCountryCd
Foreign CountryJAForeignCountryCd
Foreign CountryMOForeignCountryCd
Foreign CountryNLForeignCountryCd
Foreign CountryNZForeignCountryCd
Foreign CountryPMForeignCountryCd
Foreign CountrySFForeignCountryCd
Foreign CountrySPForeignCountryCd
Foreign CountryUKForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members21GoverningBodyVotingMembersCnt
Independent Voting Member20IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersYes (true)LocalChaptersInd
Policies Reference ChaptersYes (true)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
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Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WILLIAM J MARTENSBusinessNameLine1
FieldValueIRS element (for citing)
Phone3129441750PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line133 W Monroe Street Ste 2300AddressLine1
CityCHICAGOCity
StateILState
ZIP Code606035405ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
DEBORA DE HOYOS
VICE CHAIR1.00Yes (X)Yes (X)$0$0$0
DR MARY M DWYER
DIRECTOR/PRESIDENT35.00Yes (X)Yes (X)$671,242$0$148,748
EZIO VERGANI
CHAIR1.00Yes (X)Yes (X)$0$0$0
JAMES CRAWFORD
VICE CHAIR1.00Yes (X)Yes (X)$0$0$0
ALAN SCHWARTZ
DIRECTOR1.00Yes (X)$414$0$0
DAVID OXTOBY
DIRECTOR1.00Yes (X)$175$0$0
DR C JAMES YEH
DIRECTOR1.00Yes (X)$0$0$0
DR RAYNARD KINGTON
DIRECTOR1.00Yes (X)$0$0$0
JOHN GEAREN
DIRECTOR1.00Yes (X)$512$0$0
KAY MOORE
DIRECTOR (PARTIAL YEAR)1.00Yes (X)$177$0$0
LOREN ANDERSON
DIRECTOR1.00Yes (X)$2,068$0$0
MARLA SALMON
DIRECTOR1.00Yes (X)$0$0$0
MARY CAHILLANE
DIRECTOR1.00Yes (X)$0$0$0
MONICA VACHHER
DIRECTOR1.00Yes (X)$410$0$0
PAMELA GANN
DIRECTOR1.00Yes (X)$312$0$0
PETER SUNDMAN
DIRECTOR1.00Yes (X)$0$0$0
RHONDA JORDAN
DIRECTOR1.00Yes (X)$168$0$0
ROBERT HALLWORTH
DIRECTOR1.00Yes (X)$0$0$0
ROBERT MCNEILL
DIRECTOR1.00Yes (X)$414$0$0
SHEILA STAMPS
DIRECTOR1.00Yes (X)$1,800$0$0
THOMAS MCDONALD
DIRECTOR1.00Yes (X)$0$0$0
WILLIAM HOYE
EVP/CHIEF OPERATING OFFICER35.00Yes (X)$405,694$0$43,911
WILLIAM MARTENS
VP FINANCE/CFO35.00Yes (X)$260,492$0$46,141
MICHAEL STEINBERG
EVP/DIRECTOR ACADEMIC PROGRAMS35.00$250,687$0$34,351Yes (X)
DAVID HUMPHREY
AVP HUMAN RESOURCES35.00$130,678$0$28,274Yes (X)
MICHAEL GREEN
AVP RECRUITING & ADVISING35.00$136,060$0$31,083Yes (X)
RICHARD BARTECKI
EVP MARKETING35.00$230,842$0$26,313Yes (X)
RICHARD IAN ELLIS
VP IT/CHIEF INFORMATION OFFICER35.00$220,270$0$29,758Yes (X)
ROGER SHEFFIELD
VP ADVANCEMENT/CHIEF ADVANCEMENT OFFICER35.00$198,153$0$29,859Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,510,568TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$418,438TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K20IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
E2 SERVICES
440 TREASURE DRIVEOSWEGOIL60543IT MANAGEMENT SERVICE PROVIDER$468,495
DELTA VORTEX TECHNOLOGIES INC
792 BROMPTON LANEBOLINGBROOKIL60440WEB DEVELOPMENT$300,563
LANAC TECHNOLOGY CORP
20 N WACKER DRIVE SUITE 1100CHICAGOIL60606IT MANAGEMENT SERVICE PROVIDER$169,965
CROWE HORWATH LLP
ONE MID AMERICA PLAZA SUITE 700OAK BROOKIL605223697AUDITOR/TAX PREPARER$114,683
ACQUIA INC
25 CORPORATE DRIVE 4TH FLOORBURLINGTONMA01886WEB DEVELOPMENT$114,623
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K6CntrctRcvdGreaterThan100KCnt
All Other Contributions$565,382AllOtherContributionsAmt
Total Contributions$565,382TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmt
TUITION AND FEES900099$66,050,008$65,179,151$870,857
ROOM AND BOARD900099$16,036,370$16,036,370
MEMBER SCHOOL FEE900099$27,650$27,650
TRANSCRIPT FEE900099$12,276$12,276
INSTALLMENT FEE900099$11,875$11,875

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$345TotalRevenueColumnAmt
Related Or Exempt Func Income$345RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$82,138,524TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$717,414TotalRevenueColumnAmt
Exclusion$717,414ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$5,464,126SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$4,030,978SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,433,148SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,433,148TotalRevenueColumnAmt
Exclusion$1,433,148ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
GAIN ON SETTLEMENT OF FOREIGN CURRENCY CONTRACTS900099$1,283,337$1,283,337
$0
$0

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,283,337OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$86,137,805TotalRevenueColumnAmt
Related Or Exempt Func Income$81,267,667RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$4,304,756ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$2,573,052TotalAmt
Program Services$2,573,052ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$66,327TotalAmt
Program Services$66,327ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,306,323TotalAmt
Program Services$273,449ProgramServicesAmt
Management And General$1,869,816ManagementAndGeneralAmt
Fundraising$163,058FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$23,744,939TotalAmt
Program Services$18,585,889ProgramServicesAmt
Management And General$4,899,189ManagementAndGeneralAmt
Fundraising$259,861FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,024,227TotalAmt
Program Services$585,110ProgramServicesAmt
Management And General$422,209ManagementAndGeneralAmt
Fundraising$16,908FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,456,834TotalAmt
Program Services$827,838ProgramServicesAmt
Management And General$590,078ManagementAndGeneralAmt
Fundraising$38,918FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$3,612,142TotalAmt
Program Services$3,141,579ProgramServicesAmt
Management And General$442,003ManagementAndGeneralAmt
Fundraising$28,560FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$444,608TotalAmt
Program Services$270,153ProgramServicesAmt
Management And General$174,455ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$596,534TotalAmt
Program Services$478,077ProgramServicesAmt
Management And General$118,457ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$154,853TotalAmt
Fundraising$154,853FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$28,000TotalAmt
Management And General$28,000ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,238,371TotalAmt
Program Services$642,117ProgramServicesAmt
Management And General$583,723ManagementAndGeneralAmt
Fundraising$12,531FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,164,804TotalAmt
Program Services$182,615ProgramServicesAmt
Management And General$913,842ManagementAndGeneralAmt
Fundraising$68,347FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,588,515TotalAmt
Program Services$1,026,413ProgramServicesAmt
Management And General$530,622ManagementAndGeneralAmt
Fundraising$31,480FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,548,570TotalAmt
Program Services$625,998ProgramServicesAmt
Management And General$906,275ManagementAndGeneralAmt
Fundraising$16,297FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$6,339,722TotalAmt
Program Services$5,821,186ProgramServicesAmt
Management And General$518,536ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$5,355,239TotalAmt
Program Services$4,598,640ProgramServicesAmt
Management And General$717,514ManagementAndGeneralAmt
Fundraising$39,085FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$281,181TotalAmt
Program Services$97,490ProgramServicesAmt
Management And General$156,991ManagementAndGeneralAmt
Fundraising$26,700FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$30,703TotalAmt
Program Services$8,488ProgramServicesAmt
Management And General$22,215ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$650,847TotalAmt
Program Services$132,139ProgramServicesAmt
Management And General$518,708ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$273,575TotalAmt
Program Services$81,986ProgramServicesAmt
Management And General$191,589ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
STUDENT HOUSING & MEALS$17,242,762$17,242,762
STUDENT INSTRUCTION AND TUITION$8,189,437$8,188,644$273$520
STUDENT SERVICES$2,030,686$2,030,498$188
FIELD TRIPS$708,948$708,948

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,034,123TotalAmt
Program Services$859,399ProgramServicesAmt
Management And General$146,124ManagementAndGeneralAmt
Fundraising$28,600FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$83,685,322TotalAmt
Program Services$69,048,797ProgramServicesAmt
Management And General$13,750,807ManagementAndGeneralAmt
Fundraising$885,718FundraisingAmt

Total Joint Costs TotalJointCostsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$5,983,198BOYAmt
EOY$14,319,994EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$7,403,484BOYAmt
EOY$3,186,317EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$101,243BOYAmt
EOY$105,099EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,463,242BOYAmt
EOY$2,058,864EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,727,076BOYAmt
EOY$1,742,634EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$7,865,972LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$6,752,182LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,039,602BOYAmt
EOY$1,113,790EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$30,065,212BOYAmt
EOY$32,482,953EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$7,868,495BOYAmt
EOY$9,796,374EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$5,969BOYAmt
EOY$618,164EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$55,657,521BOYAmt
EOY$65,424,189EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$5,869,804BOYAmt
EOY$6,061,604EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$3,921,719BOYAmt
EOY$4,265,307EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$791,222BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$10,582,745BOYAmt
EOY$10,326,911EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$43,648,447BOYAmt
EOY$53,266,201EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$296,229BOYAmt
EOY$547,955EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,130,100BOYAmt
EOY$1,283,122EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$45,074,776BOYAmt
EOY$55,097,278EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$55,657,521BOYAmt
EOY$65,424,189EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$2,452,483ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$6,108,324NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$1,461,695OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$41,067,081BeginningYearBalanceAmt
Investment Earnings Or Losses$3,188,549InvestmentEarningsOrLossesAmt
Other Expenditures$430,123OtherExpendituresAmt
End Year Balance$43,825,507EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,081,817BeginningYearBalanceAmt
Contributions$37,043,106ContributionsAmt
Investment Earnings Or Losses$5,161,492InvestmentEarningsOrLossesAmt
Other Expenditures$2,219,334OtherExpendituresAmt
End Year Balance$41,067,081EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$951,748BeginningYearBalanceAmt
Contributions$152,310ContributionsAmt
Investment Earnings Or Losses-$13,610InvestmentEarningsOrLossesAmt
Other Expenditures$8,631OtherExpendituresAmt
End Year Balance$1,081,817EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$637,085BeginningYearBalanceAmt
Contributions$161,460ContributionsAmt
Investment Earnings Or Losses$151,284InvestmentEarningsOrLossesAmt
Other Expenditures-$1,919OtherExpendituresAmt
End Year Balance$951,748EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$235,966BeginningYearBalanceAmt
Contributions$414,943ContributionsAmt
Investment Earnings Or Losses$34,464InvestmentEarningsOrLossesAmt
Other Expenditures$48,288OtherExpendituresAmt
End Year Balance$637,085EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.95900BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.02900PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.01200TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Book Value$0BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,604,183OtherCostOrOtherBasisAmt
Depreciation$1,528,490DepreciationAmt
Book Value$75,693BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,018,431OtherCostOrOtherBasisAmt
Depreciation$3,563,017DepreciationAmt
Book Value$455,414BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,243,358OtherCostOrOtherBasisAmt
Depreciation$1,660,675DepreciationAmt
Book Value$582,683BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,113,790TotalBookValueLandBuildingsAmt

Financial Derivatives FinancialDerivativesGrp

FieldValueIRS element (for citing)
Book Value$0BookValueAmt

Closely Held Equity Interests CloselyHeldEquityInterestsGrp

FieldValueIRS element (for citing)
Book Value$0BookValueAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
PARTNERSHIP INVESTMENTS$5,574,981F
HEDGE FUNDS$4,221,393F
FieldValueIRS element (for citing)
Total Book Value Securities$9,796,374TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt
Total Liability$0TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$90,448,874TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$6,108,324NetUnrealizedGainsInvstAmt
Other Revenue$842,125OtherRevenueAmt
Revenue Not Reported$6,950,449RevenueNotReportedAmt
Revenue Subtotal$83,498,425RevenueSubtotalAmt
Other Revenues Not Included$2,639,380OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$2,639,380RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$86,137,805TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$81,045,942TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$0OtherExpensesIncludedAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$81,045,942ExpensesSubtotalAmt
Other Expenses Not Included$2,639,380OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$2,639,380ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$83,685,322TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part V, Line 4, Intended uses of endowment fundsTHE 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) footnoteIES IS ORGANIZED AND OPERATED EXCLUSIVELY FOR EDUCATION 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, 2014 OR 2013. DUE TO ITS TAX-EXEMPT STATUS, IES IS NOT SUBJECT TO U.S. FEDERAL INCOME TAX OR STATE INCOME TAX. THE COMPANY IS NO LONGER SUBJECT TO EXAMINATION BY FOREIGN JURISDICTIONS OR U.S. FEDERAL TAXING AUTHORITIES FOR YEARS BEFORE THE YEAR ENDED JUNE 30, 2010. IES DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS TO SIGNIFICANTLY CHANGE IN THE NEXT 12 MONTHS.
Schedule D, Part XI, Line 2d, Other revenues in audited financial statements not in form 990UNREALIZED GAIN FX FORWARD CONTRACTS - 842125;
Schedule D, Part XI, Line 4b, Other revenues in form 990 not in audited financial statementsSTUDENT FINANCIAL AID - 2639380;
Schedule D, Part XII, Line 4b, Other expenses in form 990 not in audited financial statementsSTUDENT FINANCIAL AID - 2639380;

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdfalseGovernmentFinancialAidRcvdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule E, Part I, Line 3, Racially nondiscriminatory policyFormAndLineReferenceDesc
ExplanationIES 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

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
EAST ASIA AND THE PACIFIC825PROGRAM SERVICESEDUCATION/CURRICULUM$8,764,106
EUROPE (INCLUDING ICELAND AND GREENLAND)21115PROGRAM SERVICESEDUCATION/CURRICULUM$47,029,230
SOUTH ASIA14PROGRAM SERVICESEDUCATION/CURRICULUM$478,021
SOUTH AMERICA423PROGRAM SERVICESEDUCATION/CURRICULUM$5,519,330
CENTRAL AMERICA AND THE CARIBBEAN00INVESTMENTS$4,221,393
MIDDLE EAST AND NORTH AFRICA14PROGRAM SERVICESEDUCATION/CURRICULUM$812,863
CENTRAL AMERICA AND THE CARIBBEAN13PROGRAM SERVICESEDUCATION/CURRICULUM$460,904
SUB-SAHARAN AFRICA14PROGRAM SERVICESEDUCATION/CURRICULUM$1,083,046
FieldValueIRS element (for citing)
Total Office37TotalOfficeCnt
Total Employee178TotalEmployeeCnt
Total Spent$68,368,893TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp

FieldValueIRS element (for citing)
Type Of AssistanceINTERNATIONAL PARTNER UNIVERSITY SCHOLARSHIPSTypeOfAssistanceTxt
RegionEUROPE (INCLUDING ICELAND AND GREENLAND)RegionTxt
Recipient5RecipientCnt
Cash Grant$66,327CashGrantAmt
Manner Of Cash DisbursementDISCOUNTED TUITIONMannerOfCashDisbursementTxt
Non Cash Assistance$0NonCashAssistanceAmt
Description Of Non Cash AsstN/ADescriptionOfNonCashAsstTxt
Valuation Method UsedN/AValuationMethodUsedDesc
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule F, Part I, Line 2, Procedures for monitoring use of grant fundsONE 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 3, Method to account for expenditures on org.'s financial statementsCENTRAL AMERICA AND THE CARIBBEAN: ACCRUAL EAST ASIA AND THE PACIFIC: ACCRUAL EUROPE (INCLUDING ICELAND AND GREENLAND): ACCRUAL MIDDLE EAST AND NORTH AFRICA: ACCRUAL SOUTH AMERICA: ACCRUAL SOUTH ASIA: ACCRUAL SUB-SAHARAN AFRICA: ACCRUAL
Schedule F, Part III, Method used to account for grants on organization's financial statementsEUROPE (INCLUDING ICELAND AND GREENLAND): ACCRUAL
Schedule F, Part I, Line 3, Method to account for expenditures on org.'s financial statementsCENTRAL AMERICA AND THE CARIBBEAN: ACCRUAL EAST ASIA AND THE PACIFIC: ACCRUAL EUROPE (INCLUDING ICELAND AND GREENLAND): ACCRUAL MIDDLE EAST AND NORTH AFRICA: ACCRUAL SOUTH AMERICA: ACCRUAL SOUTH ASIA: ACCRUAL SUB-SAHARAN AFRICA: ACCRUAL
Schedule F, Part III, Method used to account for grants on organization's financial statementsEUROPE (INCLUDING ICELAND AND GREENLAND): ACCRUAL

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1RUFFALO CODYBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 3018AddressLine1
CityCEDAR RAPIDSCity
StateIAState
ZIP Code524063018ZIPCode
FieldValueIRS element (for citing)
ActivityDIRECT MAIL PHONE SOLICITATIONActivityTxt
Fundraiser Control Of FundsfalseFundraiserControlOfFundsInd
Gross Receipts$64,642GrossReceiptsAmt
Retained By Contractor$154,853RetainedByContractorAmt
Net To Organization-$90,211NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$64,642TotalGrossReceiptsAmt
Total Retained By Contractors$154,853TotalRetainedByContractorsAmt
Total Net To Organization-$90,211TotalNetToOrganizationAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDELicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesIDLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesINLicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMTLicensedStatesCd
Licensed StatesNELicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesTXLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (11 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
MERIT SCHOLARSHIPS AWARDED TO STUDENTS94$172,967
NEED-BASED SCHOLARSHIPS AWARDED TO STUDENTS396$655,723
SCHOLARSHIPS AWARDED TO STUDENTS FROM HISTORICALLY BLACK COLLEGES AND UNIVERSITIES31$62,000
PUBLIC UNIVERSITY GRANT930$1,395,000
SUMMER NEED BASED AID75$56,500
LEGACY SCHOLARSHIPS51$46,000
VIENNA CENTER MUSIC SCHOLARSHIP2$20,000
UNIVERSITY OF CANTERBURY STUDY ABROAD SCHOLARSHIP10$20,923
BOREN AND GILMAN SCHOLARSHIP SUPPORT GRANTS16$16,000
SUMMER SCHOLARS24$112,939
CHICAGO SCHOLARS3$15,000

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule I, Part I, Line 2, Procedures for monitoring use of grant fundsAWARDS 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. THE SUMMER SCHOLARS SCHOLARSHIPS ARE OFFERED TO SOME IES ABROAD PARTNER INSTITUTIONS LOCATED IN SEVERAL OF OUR STUDY ABROAD LOCATIONS. THESE 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.
Schedule I, Part III, column(b), Estimated Number of RecipientsNAME=PUBLIC UNIVERSITY GRANT,DESCRIPTION=PUBLIC UNIVERSITY GRANTS ARE AUTOMATICALLY AWARDED TO ANY STUDENT ATTENDING A PUBLIC UNIVERSITY THAT IS A MEMBER OR ASSOCIATE MEMBER OF THE IES ABROAD CONSORTIUM. NO APPLICATION IS REQUIRED. 930 PUBLIC UNIVERSITY GRANTS IN THE AMOUNT OF $1500 EACH WERE AWARDED IN THE 2013-14 ACADEMIC YEAR. PUBLIC UNIVERSITY GRANTS ARE GIVEN TO STUDENTS IN THE FORM OF A CREDIT ON THEIR IES ABROAD INVOICE TO BE USED AGAINST TUITION, HOUSING OR OTHER CHARGES.;NAME=NEED-BASED SCHOLARSHIPS AWARDED TO STUDENTS,DESCRIPTION=NEED-BASED SCHOLARSHIPS ARE OPEN TO ANY STUDENT ATTENDING A PRIVATE COLLEGE OR UNIVERSITY THAT IS A MEMBER OR ASSOCIATE MEMBER OF THE IES ABROAD CONSORTIUM. IN ADDITION, THE HOME SCHOOL MUST HAVE A POLICY OF TRANSFERRING A MINIMUM OF 75% OF INSTITUTIONAL AID TO PAY FOR STUDY ABROAD. APPLICANTS SUBMIT AN APPLICATION DETAILING THE TYPE OF FINANCIAL AID THEY ARE CURRENT RECEIVING FROM THEIR HOME INSTITUTION (IF ANY). IES ABROAD THEN MAKES A DETERMINATION AS TO THE LEVEL OF NEED WHICH DETERMINES THE AMOUNT OF AN AWARD, IF ANY. THE HIGHER THE DEMONSTRATED NEED, THE HIGHER THE AWARD. 396 NEED-BASED SCHOLARSHIPS WERE AWARDED IN THE 2013-14 ACADEMIC YEAR. AWARDS RANGED IN AMOUNT FROM $750 TO $2000. NEED-BASED SCHOLARSHIPS ARE GIVEN TO STUDENTS IN THE FORM OF A CREDIT ON THEIR IES ABROAD INVOICE TO BE USED AGAINST TUITION, HOUSING OR OTHER CHARGES.;NAME=MERIT SCHOLARSHIPS AWARDED TO STUDENTS,DESCRIPTION=MERIT-BASED SCHOLARSHIPS ARE OPEN TO ANY STUDENT ATTENDING AN ACCREDITED COLLEGE OR UNIVERSITY THAT IS A MEMBER OR ASSOCIATE MEMBER OF THE IES ABROAD CONSORTIUM. IN ADDITION, THE HOME SCHOOL MUST HAVE A POLICY OF TRANSFERRING A MINIMUM OF 75% OF INSTITUTIONAL AID TO PAY FOR STUDY ABROAD. THE SCHOLARSHIPS ARE AWARDED IN 18 DIFFERENT ACADEMIC CATEGORIES ON THE BASIS OF ACADEMIC MERIT AS DETERMINED BY VARIOUS PANELS OF REVIEWERS FROM LOCAL ACADEMIC INSTITUTIONS. STUDENTS MUST HAVE A MINIMUM CUMULATIVE GPA OF 3.3 AND SUBMIT A TRANSCRIPT, ACADEMIC STATEMENT, AN ACADEMIC LETTER OF RECOMMENDATION AND OTHER MATERIALS DEPENDING ON THE CATEGORY. 94 MERIT-BASED SCHOLARSHIPS WERE AWARDED IN THE 2013-14 ACADEMIC YEAR. AWARDS RANGED IN AMOUNT FROM $750 TO $5000. MERIT-BASED SCHOLARSHIPS ARE GIVEN TO STUDENTS IN THE FORM OF A CREDIT ON THEIR IES ABROAD INVOICE TO BE USED AGAINST TUITION, HOUSING OR OTHER CHARGES.;NAME=SUMMER SCHOLARS,DESCRIPTION=SCHOLARSHIPS ARE OFFERED TO SOME IES ABROAD PARTNER INSTITUTIONS LOCATED IN SEVERAL OF OUR STUDY ABROAD LOCATIONS. THESE 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.;NAME=SCHOLARSHIPS AWARDED TO STUDENTS FROM HISTORICALLY BLACK COLLEGES AND UNIVERSITIES,DESCRIPTION=THE HBCU SCHOLARSHIPS ARE AUTOMATICALLY AWARDED TO ANY HBCU THAT IS A MEMBER OR ASSOCIATE MEMBER OF THE IES ABROAD CONSORTIUM. IN ADDITION, THE HOME SCHOOL MUST HAVE A POLICY OF TRANSFERRING A MINIMUM OF 75% OF INSTITUTIONAL AID TO PAY FOR STUDY ABROAD. NO APPLICATION IS REQUIRED. $1500 IS CREDITED AGAINST TUITION, HOUSING OR OTHER CHARGES TO A STUDENT'S INVOICE. ALSO, STUDENTS SUBMIT OF A COPY OF THEIR INTERNATIONAL FLIGHT ITINERARY AND RECEIVE A $500 TRAVEL REIMBURSEMENT IN THE FORM OF A CHECK. TOTAL AWARD IS $2000. 31 HBCU SCHOLARSHIPS WERE AWARDED IN THE 2013-14 ACADEMIC YEAR.;NAME=SUMMER NEED BASED AID,DESCRIPTION=SUMMER NEED-BASED SCHOLARSHIPS ARE OPEN TO STUDENTS ATTENDING A SCHOOL THAT IS A MEMBER OR ASSOCIATE MEMBER OF THE IES ABROAD CONSORTIUM. APPLICANTS SUBMIT DETAILED LIST OF FINANCIAL AID THEY CURRENTLY RECEIVE FROM THEIR HOME INSTITUTION. IES ABROAD CATEGORIZES THE LEVEL OF NEED AND CORRESPONDING AWARD. 75 SUMMER NEED-BASED SCHOLARSHIPS WERE AWARDED IN THE 2013 SUMMER TERM. AWARDS RANGED FROM $500 TO $1000. AWARDS ARE GIVEN IN THE FORM OF A CREDIT ON THEIR IES ABROAD INVOICE TO BE USED AGAINST TUITION, HOUSING OR OTHER CHARGES.;NAME=LEGACY SCHOLARSHIPS,DESCRIPTION=LEGACY SCHOLARSHIPS ARE OPEN TO ANY STUDENT ATTENDING A SCHOOL THAT IS A MEMBER OR ASSOCIATE MEMBER OF THE IES ABROAD CONSORTIUM AND WHOSE PARENT, LEGAL GUARDIAN, GRANDPARENT, OR SIBLING ATTENDED A PAST IES PROGRAM. APPLICATIONS ARE EVALUATED TO DETERMINE LEGACY VALIDITY. OVERALL FINANCIAL AID BUDGET DETERMINES THE NUMBER OF AWARDS PER TERM. 51 LEGACY SCHOLARSHIPS WERE AWARDED IN THE 2013-14 ACADEMIC YEAR. AWARDS RANGED FROM $500 TO $1,000. SCHOLARSHIPS ARE CREDITED TO STUDENT'S INVOICE AGAINST TUITION, HOUSING OR OTHER CHARGES.;NAME=UNIVERSITY OF CANTERBURY STUDY ABROAD SCHOLARSHIP,DESCRIPTION=THIS SCHOLARSHIP IS OFFERED BY THE UNIVERSITY OF CANTERBURY TO INCOMING STUDY ABROAD STUDENTS. APPLICANTS MUST SUBMIT A TRANSCRIPT, LETTER OF RECOMMENDATION AND PERSONAL ACADEMIC STATEMENT. WINNERS ARE CHOSEN BY IES ABROAD. AWARDS ARE CREDITED TO THE INVOICE SENT FROM THE UNIVERSITY OF CANTERBURY TO IES ABROAD. IN TURN, IES ABROAD CREDITS THE INDIVIDUAL STUDENT'S INVOICE WITH THE AWARD AMOUNT AFTER CONVERSION FROM NZ$ TO US$. 10 SCHOLARSHIPS WERE AWARDED IN 2013-14.;NAME=VIENNA CENTER MUSIC SCHOLARSHIP,DESCRIPTION=THIS SCHOLARSHIP IS OFFERED TO A STUDENT CURRENTLY STUDYING VIOLIN AT THE IES ABROAD VIENNA. AWARDS ARE GIVEN IN THE FORM OF A CREDIT ON THEIR IES ABROAD INVOICE TO BE USED AGAINST TUITION, HOUSING OR OTHER CHARGES. 2 SCHOLARSHIP WAS AWARDED IN THE 2013-14 ACADEMIC YEAR.;NAME=BOREN AND GILMAN SCHOLARSHIP SUPPORT GRANTS,DESCRIPTION=THESE GRANTS ARE AVAILABLE TO ANY STUDENT THAT IS A RECIPIENT OF A BOREN OR GILMAN SCHOLARSHIP AND WHO ATTEND A SCHOOL THAT IS A MEMBER OR ASSOCIATE MEMBER OF THE IES ABROAD CONSORTIUM THAT TRANSFERS AT LEAST 75% OF INSTITUTIONAL AID TO PAY FOR STUDY ABROAD. APPLICANTS MUST SUBMIT A PAPER APPLICATION, PROOF OF SCHOLARSHIP AND A 500 WORD STATEMENT EXPLAINING HOW THE STUDY ABROAD EXPERIENCE WILL COMPLEMENT ACADEMIC AND PERSONAL GOALS AND HOW THE BOREN OR GILMAN SCHOLARSHIP WILL HELP FACILITATE THIS. 20 GRANT OF $1000 EACH ARE AVAILABLE FOR FALL AND SPRING, AND 20 GRANTS OF $500 EACH ARE AVAILABLE FOR SUMMER. SCHOLARSHIPS ARE CREDITED TO STUDENT'S INVOICE AGAINST TUITION, HOUSING OR OTHER CHARGES. 16 GRANTS WERE AWARDED DURING THE 2013-14 ACADEMIC YEAR.;NAME=CHICAGO SCHOLARS,DESCRIPTION=IES ABROAD HAS AN AGREEMENT WITH CHICAGO SCHOLARS TO OFFER TUITION AND STIPEND SUPPORT TO SELECT STUDENTS. RECIPIENTS OF IES ABROAD SUPPORT ARE RECRUITED BY THE IES ABROAD DIVERSITY COORDINATOR. FOR THE 2013-14 ACADEMIC YEAR, 3 STUDENTS RECEIVED TUITION SUPPORT OF $4000 EACH, WHICH IS CREDITED TO THE STUDENTS' INVOICE AGAINST TUITION, HOUSING OR OTHER CHARGES, AND A $1000 STIPEND ISSUED AS A CHECK IN THE STUDENT'S NAME.;

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
WILLIAM HOYE
EVP/CHIEF OPERATING OFFICER$400,791$0$0$0$4,903$0$20,966$0$22,945$0$449,605$0$0$0
WILLIAM MARTENS
VP FINANCE/CFO$259,820$0$0$0$672$0$24,225$0$21,916$0$306,633$0$0$0
DR MARY M DWYER
DIRECTOR/PRESIDENT$660,622$0$0$0$10,620$0$130,567$0$18,181$0$819,990$0$0$0
MICHAEL STEINBERG
EVP/DIRECTOR ACADEMIC PROGRAMS$244,866$0$0$0$5,821$0$21,718$0$12,633$0$285,038$0$0$0
RICHARD BARTECKI
EVP MARKETING$215,479$0$14,359$0$1,004$0$16,812$0$9,501$0$257,155$0$0$0
RICHARD IAN ELLIS
VP IT/CHIEF INFORMATION OFFICER$219,910$0$0$0$360$0$18,282$0$11,476$0$250,028$0$0$0
ROGER SHEFFIELD
VP ADVANCEMENT/CHIEF ADVANCEMENT OFFICER$197,830$0$0$0$323$0$15,308$0$14,551$0$228,012$0$0$0
MICHAEL GREEN
AVP RECRUITING & ADVISING$125,848$0$10,000$0$212$0$12,664$0$18,419$0$167,143$0$0$0
DAVID HUMPHREY
AVP HUMAN RESOURCES$130,542$0$0$0$136$0$12,804$0$15,470$0$158,952$0$0$0

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a, First-class or charter travelUNCOMPENSATED 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 companionsTHE ORGANIZATION PAID FOR CULTURAL ACTIVITIES, AIR TRAVEL, LOCAL TRAVEL, AND HEALTH INSURANCE FOR GUESTS FOR SOME MEMBERS OF THE BOARD OF DIRECTORS. THE RELATED BENEFIT WAS INCLUDED IN THE BOARD MEMBERS' TAXABLE COMPENSATION.
Schedule J, Part I, Line 1a, Tax indemnification and gross-up paymentsTHE 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 feesTHE ORGANIZATION REIMBURSES FOR THE PRESIDENT'S AIR TRAVEL CLUB MEMBERSHIP. THE BENEFIT WAS INCLUDED IN THE PRESIDENT'S W-2 TAXABLE COMPENSATION.
Schedule J, Part I, Line 4b, Supplemental nonqualified retirement planMARY M. DWYER, PRESIDENT, 457(F) PLAN - $84,786

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Sec A, Line 1a, Delegate broad authority to a committeeTHE 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, Sec B, Line 11b, Review of form 990 by governing bodyTHE 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, Sec B, Line 12c, Conflict of interest policyIN 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 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, Sec B, Line 15a, Process to establish compensation of top management officialIES 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 4 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 THE VICE PRESIDENT'S AND OTHER OFFICERS' (INCLUDING PRESIDENT/CEO) COMPENSATION IN APRIL 2012. THE OVERARCHING GOAL OF IES ABROAD'S COMPENSATION POLICY IS DESIGNED TO ACHIEVE COMPENSATION LEVELS FOR ITS VICE PRESIDENTS AND OFFICERS AT COMPETITIVE MARKET RATES. IT IS BOARD POLICY TO DEFINE COMPETITIVE MARKET RATES AT THE 65TH PERCENTILE (VICE PRESIDENTS) AND 85TH PERCENTILE (PRESIDENT/CEO) OF THE MARKET SALARY BY POSITION AS DETERMINED BY NATIONAL SURVEYS. 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 EVERY FOUR YEARS. THE COMPETITIVE MARKET DATA PROVIDED BY THE 3RD PARTY FIRM IN 2012 WAS UPDATED IN APRIL/MAY 2013 BY IES ABROAD'S ASSOCIATE VICE PRESIDENT OF HUMAN RESOURCES FOLLOWING COMPENSATION REVIEW BEST PRACTICES INCLUDING GUIDANCE PROVIDED BY THE 3RD PARTY FIRM. THE HUMAN RESOURCES DEPARTMENT ANNUALLY MONITORS SALARIES OF ALL HEADQUARTERS, U.S. BASED EMPLOYEES BASED UPON THE REVIEW OF SEVERAL NATIONAL, 3RD 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, Sec B, Line 15b, Process to establish compensation of other employeesPLEASE SEE THE NARRATIVE FOR FORM 990, PART VI, SECTION B, LINE 15A
Form 990, Part VI, Sec C, Line 19, Required documents available to the publicFINANCIAL 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 XI, Line 9, Other changes in net assets or fund balancesUNREALIZED GAIN FOREIGN CURRENCY CONTRACTS - 842124; FOREIGN CURRENCY TRANSLATION ADJUSTMENT - 619571;

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (16 entries)

Address Line1ForeignAddress/AddressLine1CityForeignAddress/CityProvince Or StateForeignAddress/ProvinceOrStateCountryForeignAddress/CountryPostal CodeForeignAddress/PostalCodePrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINLegal Domicile StateLegalDomicileStateCd
STITCHING IES AMSTERDAM
OUDEZIJDS ACHTERBURGWAL 185AMSTERDAMAMSTERDAMNL1012 DKABROAD PROGNL$57,683$136,752IES
INSTITUTE FOR INTL ED OF STUDENTS - SF (CAPE TOWN)
STEVE BIKO BUILDING UPPER CAMPUSUNIVERSITY OF CAPE TOWNRONDEBOSCHSF7701ABROAD PROGSF$5,040$100,598IES
SOCIETY FOR THE INTL ED OF STUDENTS (DELHI)
C-54 NEETI BAGHNEW DELHIIN110049ABROAD PROGIN$0$0IES
LONDON CENTRE OF THE INST EUROPEAN STUDIES
ABROAD PROGUK$378,404$5,391,154IES
IES NANTES ASSOCIATION
7 RUE DES CADENIERSNANTESFR44000ABROAD PROGFR-$9$69,961IES
ASSOCIATION D'IES ABROAD-PARIS
77 RUE DAGUERREPARISFR75014ABROAD PROGFR$506$548,611IES
IES FOUNDATION (QUITO ECUADOR)
ABROAD PROGEC$0$187,692IES
THE INST FOR THE INTL ED OF STUDENTS (SPAIN)
ABROAD PROGSP$5,802$1,522,948IES
IES ABROAD (RABAT)
89 AVENUE MOULAY ISMAILRABAT-HASSANRABATMO10006ABROAD PROGMO$2,351$159,715IES
IES ABROAD PATHWAYS LLC
ABROAD PROG-$6,990$149,121IES33 W MONROE ST STE 2300CHICAGOIL606035405981135334DE
INSTITUTE FOR THE INTERNATIONAL EDUCATION OF STUDENTS PTY LTD
LEVEL 17 383 KENT STREETSYDNEYNSWAS2000ABROAD PROGAS$0$0IES121405856
IES ABROAD JAPAN CENTERS
1-7-1 NAKASE SCED BLDG 3F MIHAMA-KUCHIBA-SHICHIBAJA261-0023ABROAD PROGJA-$5$496,451IES981079733
IES ABROAD INDIA PRIVATE LIMITED (IES INDIA)
ABROAD PROGIN-$3,370$108,688IES
IES ABROAD BRASIL
AV RIO BRANCO 1 ANDAR 12CENTRORIO DE JANEIROBR20.090-003ABROAD PROGBR-$17,357$150,384IES981137773
PATHWAYS GLOBAL CONSULTING (BEIJING) CO LTD
RM 4052 LINGLONG TOWER ENJI ZHUANGBEIJINGNO 46, F-HAIDIANCHABROAD PROGCH-$1,407$133,698IES
FONDAZIONE IES ABROAD ITALY
LUNGOTEVERE TOR DI NONA 7ROMEROMEIT00186ABROAD PROGIT$18,526$1,156,199IES981198420

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