INSTITUTE FOR THE INTERNATIONAL EDUCATION OF STUDENTS: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- INSTITUTE FOR THE INTERNATIONAL EDUCATION OF STUDENTS (EIN 36-2251912)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-01-14
- IRS object ID
- 201300149349300520
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-01-14T13:00:27-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE HORWATH LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 70 West Madison Street | AddressLine1 |
| Address Line2 | Suite 700 | AddressLine2 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 606024903 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362251912 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSTITUTE FOR THE INTERNATIONAL EDUCATION OF STUDENTS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | INST | NameControl |
| Phone | 3129441750 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 W Monroe Street | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 606035405 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM J MARTENS | Name |
| Title | CFO | Title |
| Date Signed | 2012-10-04 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Nicole Bencik | Name |
| PTIN | P00756195 | PTIN |
| Phone | 3128997000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IES ABROAD | BusinessNameLine1 |
Name Of Principal Officer Business NameOfPrincipalOfficerBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY M DWYER PHD | BusinessNameLine1 |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 W Monroe St Ste 2300 | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 606035405 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 79634046 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.IESABROAD.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1953 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | THE 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 17 | NbrIndependentVotingMembers |
| Total Nbr Employees | 154 | TotalNbrEmployees |
| Total Nbr Volunteers | 42 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 273380 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 307076 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 80945426 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 79643720 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 8358301 | InvestmentIncomePriorYear |
| Investment Income Current Year | 590103 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 535598 | OtherRevenuePriorYear |
| Other Revenue Current Year | -1894406 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 90112705 | TotalRevenuePriorYear |
| Total Revenue Current Year | 78646493 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2601024 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2484170 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 29494179 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 29234969 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 670932 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 51085075 | OtherExpensePriorYear |
| Other Expenses Current Year | 48801048 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 83180278 | TotalExpensesPriorYear |
| Total Expenses Current Year | 80520187 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 6932427 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1873694 | RevenuesLessExpensesCY |
| Total Assets BOY | 58905470 | TotalAssetsBOY |
| Total Assets EOY | 53680161 | TotalAssetsEOY |
| Total Liabilities BOY | 8681552 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 12421357 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 50223918 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 41258804 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE INSTITUTE FOR THE INTERNATIONAL EDUCATION OF STUDENTS (IES) BLENDS THE BEST ELEMENTS OF FOREIGN HIGHER EDUCATION WITH AMERICAN UNIVERSITY REQUIREMENTS AND ENCOURAGES STUDENTS TO EXPLORE THE UNIQUE ELEMENTS OF FOREIGN COUNTRIES. CONTINUED IN SCHEDULE O. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 57550319 | Expense |
| Grants | 2417231 | Grants |
| Revenue | 65860104 | Revenue |
| Description | STANDARD & DIRECT ENROLLMENT PROGRAMS: IES OFFERS A BROAD-BASED CURRICULUM THAT ENCOMPASSES THE HUMANITIES, LANGUAGES, FINE ARTS, SOCIAL AND NATURAL SCIENCES, BUSINESS, MATHEMATICS, AND PRE-PROFESSIONAL STUDIES. OVER 3,800 STUDENTS BENEFITED FROM OUR STANDARD 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 33 LOCATIONS IN THE COUNTRIES OF ARGENTINA, AUSTRALIA, AUSTRIA, CHILE, CHINA, ECUADOR, ENGLAND, FRANCE, GERMANY, INDIA, IRELAND, ITALY, JAPAN, MOROCCO, NETHERLANDS, NEW ZEALAND, SOUTH AFRICA, AND SPAIN. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3813967 | Expense |
| Revenue | 2768121 | Revenue |
| Description | STUDENT HOUSING: FOR 9 MONTHS, IES ABROAD OPERATED A LEASED STUDENT HOUSING FACILITY IN LONDON FOR INTERNATIONAL STUDENTS. CONSISTENT WITH ITS MISSION, IES ABROAD WAS ABLE TO INTEGRATE COLLEGE AND POST-GRADUATE STUDENTS IN A COMMON LIVING ENVIRONMENT THAT FOSTERED INTERACTION FOR A MULTI-CULTURED EXPERIENCE. THE FACILITY WAS LOCATED IN A COSMOPOLITAN DISTRICT THAT HAD CONVENIENT ACCESS TO PUBLIC TRANSPORTATION FOR AFFORDABLE ACCESS TO SCHOOLS, CULTURAL SITES, PARLIAMENT, AND THE BUSINESS DISTRICT. OVER 1,100 STUDENTS BENEFITED FROM THIS INTERCULTURAL STUDENT ACCOMMODATION. THIS FISCAL YEAR, IES ABROAD CEASED THE OPERATION OF THE LONDON RESIDENCE HALL. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3671739 | Expense |
| Revenue | 6273879 | Revenue |
| Description | CUSTOMIZED PROGRAMS: AS THE NAME IMPLIES, IES OFFERS CUSTOMIZED PROGRAMS DESIGNED TO MEET SPECIFIC REQUIREMENTS OF THE CONTRACTING UNIVERSITIES. THE VARYING PROGRAMS' CURRICULA SPAN THE HUMANITIES, LANGUAGES, EDUCATION, FINE ARTS, SOCIAL AND NATURAL SCIENCES, BUSINESS, MATHEMATICS, TECHNOLOGY, ENGINEERING, AND PRE-PROFESSIONAL STUDIES AT THE UNDERGRADUATE AND GRADUATE LEVELS. OVER 1200 STUDENTS BENEFITED FROM OUR CUSTOMIZED PROGRAMS BY ENHANCING THEIR ACADEMIC AND SOCIAL GROWTH WHILE EXPANDING THEIR INTERCULTURAL COMPETENCY. STUDENTS EARNED COLLEGE CREDITS TOWARD THEIR COURSE WORK BY STUDYING AT ONE OR A COMBINATION OF OUR 24 LOCATIONS IN THE COUNTRIES OF ARGENTINA, AUSTRALIA, AUSTRIA, CHILE, CHINA, ENGLAND, FRANCE, GERMANY, INDIA, IRELAND, ITALY, JAPAN, MOROCCO, NETHERLANDS, NEW ZEALAND, SOUTH AFRICA, AND SPAIN. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2522784 | Expense |
| Grants | 66939 | Grants |
| Revenue | 4741616 | Revenue |
| Description | SUMMER PROGRAMS: IES OFFERS A BROAD-BASED CURRICULUM THAT ENCOMPASSES THE HUMANITIES, LANGUAGES, FINE ARTS, SOCIAL AND NATURAL SCIENCES, BUSINESS, MATHEMATICS, AND PRE-PROFESSIONAL STUDIES. OVER 700 STUDENTS BENEFITED FROM OUR SUMMER PROGRAMS BY ENHANCING THEIR ACADEMIC AND SOCIAL GROWTH WHILE EXPANDING THEIR INTERCULTURAL COMPETENCY. MANY SUMMER PROGRAMS OFFER INTERNSHIPS AND OFFER STUDENTS A MORE ECONOMICAL OPTION TO A FULL SEMESTER AND A VIABLE ALTERNATIVE FOR STUDENTS WITH RIGOROUS ACADEMIC SCHEDULES. STUDENTS IN OUR SUMMER PROGRAMS EARN CREDITS TOWARD COLLEGE COURSE WORK BY STUDYING AT ONE OF OUR 20 LOCATIONS IN THE COUNTRIES OF AUSTRALIA, AUSTRIA, CHILE, CHINA, ECUADOR, ENGLAND, FRANCE, GERMANY, IRELAND, ITALY, JAPAN, AND SPAIN. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 2522784 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 66939 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 4741616 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 67558809 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | true | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | true | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 56 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 154 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | AR | NameOfForeignCountry |
| Name Of Foreign Country | AS | NameOfForeignCountry |
| Name Of Foreign Country | AU | NameOfForeignCountry |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Name Of Foreign Country | CI | NameOfForeignCountry |
| Name Of Foreign Country | CH | NameOfForeignCountry |
| Name Of Foreign Country | EC | NameOfForeignCountry |
| Name Of Foreign Country | FR | NameOfForeignCountry |
| Name Of Foreign Country | GM | NameOfForeignCountry |
| Name Of Foreign Country | IN | NameOfForeignCountry |
| Name Of Foreign Country | EI | NameOfForeignCountry |
| Name Of Foreign Country | IT | NameOfForeignCountry |
| Name Of Foreign Country | JA | NameOfForeignCountry |
| Name Of Foreign Country | MO | NameOfForeignCountry |
| Name Of Foreign Country | NL | NameOfForeignCountry |
| Name Of Foreign Country | PM | NameOfForeignCountry |
| Name Of Foreign Country | SF | NameOfForeignCountry |
| Name Of Foreign Country | SP | NameOfForeignCountry |
| Name Of Foreign Country | UK | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 17 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM J MARTENS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3129441750 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 W Monroe Street Ste 2300 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 606035405 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (28 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| DR KATHRYN M MOORE | ||||||||
| DIRECTOR/CHAIR | 1.00 | X | X | 456 | 0 | 0 | ||
| DR MARY M DWYER | ||||||||
| DIRECTOR/PRESIDENT | 35.00 | X | X | 618495 | 0 | 136068 | ||
| MR EZIO VERGANI | ||||||||
| DIRECTOR/VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 | ||
| MS MONICA VACHHER | ||||||||
| DIRECTOR/VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 | ||
| DR HOMER J HOLLAND | ||||||||
| DIRECTOR | 1.00 | X | 734 | 0 | 0 | |||
| DR KRISTI WORMHOUDT | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DR LOREN J ANDERSON | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DR MARK H ERICKSON | ||||||||
| DIRECTOR | 1.00 | X | 315 | 0 | 0 | |||
| DR MARLA SALMON | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DR PAMELA BROOKS GANN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| IAN H TURVILL | ||||||||
| DIRECTOR - PART YEAR | 1.00 | X | 2316 | 0 | 0 | |||
| JOHN COBLENTZ | ||||||||
| DIRECTOR - PART YEAR | 1.00 | X | 207 | 0 | 0 | |||
| MR ALAN SCHWARTZ | ||||||||
| DIRECTOR | 1.00 | X | 2257 | 0 | 0 | |||
| MR JAMES E CRAWFORD III | ||||||||
| DIRECTOR | 1.00 | X | 310 | 0 | 0 | |||
| MR JOHN J GEAREN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MR ROBERT MCNEILL | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MR THEODORE REGGE LIFE | ||||||||
| DIRECTOR | 1.00 | X | 2100 | 0 | 0 | |||
| MR THOMAS J MCDONALD | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MS DEBORA DE HOYOS | ||||||||
| DIRECTOR | 1.00 | X | 2121 | 0 | 0 | |||
| MS MARY CAHILLANE | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| WILLIAM J MARTENS | ||||||||
| VP FINANCE/CFO | 35.00 | X | 217036 | 0 | 43001 | |||
| WILLIAM P HOYE | ||||||||
| EVP/CHIEF OPERATING OFFICER | 35.00 | X | 380569 | 0 | 41034 | |||
| MICHAEL STEINBERG | ||||||||
| EVP/DIRECTOR ACADEMIC PROGRAMS | 35.00 | 232860 | 0 | 33527 | X | |||
| JOHN LUCAS | ||||||||
| AVP ACADEMIC PROGRAMS, DEPUTY DIRECTOR | 35.00 | 136325 | 0 | 20387 | X | |||
| MICHAEL GREEN | ||||||||
| AVP RECRUITING & ADVISING | 35.00 | 130610 | 0 | 29748 | X | |||
| RICHARD BARTECKI | ||||||||
| EVP MARKETING | 35.00 | 221139 | 0 | 29937 | X | |||
| RICHARD IAN ELLIS | ||||||||
| VP IT/CHIEF INFORMATION OFFICER | 35.00 | 205468 | 0 | 34669 | X | |||
| ROGER SHEFFIELD | ||||||||
| VP ADVANCEMENT/CHIEF ADVANCEMENT OFFICER | 35.00 | 192875 | 0 | 24909 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2346193 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 393280 | TotalOtherCompensation |
| Number Individuals GT100 K | 19 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| NORTOC INC | |||||
| 1454 N ORLEANS | CHICAGO | IL | 60610 | WEB DEVELOPMENT | 441909 |
| ADDISON SEARCH LLC | |||||
| 7076 SOLUTIONS CENTER | CHICAGO | IL | 606777700 | EMPLOYEE RECRUITMENT | 312845 |
| DELTA VORTEX TECHNOLOGIES INC | |||||
| 792 BROMPTON LANE | BOLINGBROOK | IL | 60440 | WEB DEVELOPMENT | 253675 |
| E2 SERVICES | |||||
| 440 TREASURE DRIVE | OSWEGO | IL | 60543 | IT MANAGEMENT SERVICE PROVIDER | 226900 |
| DUO CONSULTING INC | |||||
| 20 WEST KINZIE | CHICAGO | IL | 60654 | CONSULTANT WEB DEVELOPMENT | 143955 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| All Other Contributions | 307076 | AllOtherContributions |
| Total Contributions | 307076 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| TUITION AND FEES | 900099 | 65418767 | 64611858 | $806,909 |
| ROOM AND BOARD | 900099 | 14176473 | 14176473 | |
| MEMBER SCHOOL FEE | 900099 | 25550 | 25550 | |
| TRANSCRIPT FEE | 900099 | 14585 | 14585 | |
| INSTALLMENT FEE | 900099 | 8000 | 8000 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 345 | TotalRevenueColumn |
| Related Or Exempt Function Income | 345 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 79643720 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 611340 | TotalRevenueColumn |
| Exclusion | $611,340 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 966316 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 987553 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -21237 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -21237 | TotalRevenueColumn |
| Exclusion | -$21,237 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LOSS ON SETTLEMENT OF FOREIGN CURRENCY CONTRACTS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | -1894406 | TotalRevenueColumn |
| Exclusion | -$1,894,406 | ExclusionAmount |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | -1894406 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 78646493 | TotalRevenueColumn |
| Related Or Exempt Function Income | 78836811 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$497,394 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2454580 | Total |
| Program Services | 2454580 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29590 | Total |
| Program Services | 29590 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2266303 | Total |
| Program Services | 259555 | ProgramServices |
| Management And General | 1794438 | ManagementAndGeneral |
| Fundraising | 212310 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21556795 | Total |
| Program Services | 17243703 | ProgramServices |
| Management And General | 4222543 | ManagementAndGeneral |
| Fundraising | 90549 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 904025 | Total |
| Program Services | 548781 | ProgramServices |
| Management And General | 347089 | ManagementAndGeneral |
| Fundraising | 8155 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1197469 | Total |
| Program Services | 731898 | ProgramServices |
| Management And General | 444992 | ManagementAndGeneral |
| Fundraising | 20579 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3310377 | Total |
| Program Services | 2874537 | ProgramServices |
| Management And General | 414428 | ManagementAndGeneral |
| Fundraising | 21412 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 605630 | Total |
| Program Services | 312014 | ProgramServices |
| Management And General | 293616 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 422379 | Total |
| Program Services | 308780 | ProgramServices |
| Management And General | 113599 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25000 | Total |
| Management And General | 25000 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1448020 | Total |
| Program Services | 908926 | ProgramServices |
| Management And General | 504026 | ManagementAndGeneral |
| Fundraising | 35068 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 769100 | Total |
| Program Services | 16025 | ProgramServices |
| Management And General | 639443 | ManagementAndGeneral |
| Fundraising | 113632 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1602980 | Total |
| Program Services | 979143 | ProgramServices |
| Management And General | 537157 | ManagementAndGeneral |
| Fundraising | 86680 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1730488 | Total |
| Program Services | 552008 | ProgramServices |
| Management And General | 1178480 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9793985 | Total |
| Program Services | 9129690 | ProgramServices |
| Management And General | 664295 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5110054 | Total |
| Program Services | 4494806 | ProgramServices |
| Management And General | 581776 | ManagementAndGeneral |
| Fundraising | 33472 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 263108 | Total |
| Program Services | 110578 | ProgramServices |
| Management And General | 125989 | ManagementAndGeneral |
| Fundraising | 26541 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23739 | Total |
| Program Services | 5935 | ProgramServices |
| Management And General | 17804 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 810992 | Total |
| Program Services | 516155 | ProgramServices |
| Management And General | 294837 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84024 | Total |
| Program Services | 84024 | ProgramServices |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| STUDENT HOUSING & MEALS | 14857391 | 14857391 |
| STUDENT INSTRUCTION AND TUITION | 7993886 | 7993886 |
| STUDENT SERVICES | 2010505 | 2010505 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1249767 | Total |
| Program Services | 1136299 | ProgramServices |
| Management And General | 90934 | ManagementAndGeneral |
| Fundraising | 22534 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80520187 | Total |
| Program Services | 67558809 | ProgramServices |
| Management And General | 12290446 | ManagementAndGeneral |
| Fundraising | 670932 | Fundraising |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9092931 | BOY |
| EOY | 7722175 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17780505 | BOY |
| EOY | 9000704 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 92165 | BOY |
| EOY | 103964 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1479394 | BOY |
| EOY | 1552273 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 832637 | BOY |
| EOY | 1196483 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 10915408 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 9183185 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1473070 | BOY |
| EOY | 1732223 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20692664 | BOY |
| EOY | 25555373 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5052540 | BOY |
| EOY | 6811038 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2409564 | BOY |
| EOY | 5928 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58905470 | BOY |
| EOY | 53680161 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4795084 | BOY |
| EOY | 4977161 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3886468 | BOY |
| EOY | 3385722 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 4058474 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8681552 | BOY |
| EOY | 12421357 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49269731 | BOY |
| EOY | 40174723 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 144252 | BOY |
| EOY | 121486 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 809935 | BOY |
| EOY | 962595 | EOY |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50223918 | BOY |
| EOY | 41258804 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58905470 | BOY |
| EOY | 53680161 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1873694 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -7091420 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 951748 | BeginningOfYearBalance |
| Contributions | 152310 | Contributions |
| Investment Earnings Or Losses | -13610 | InvestmentEarningsOrLosses |
| Other Expenditures | 8631 | OtherExpenditures |
| End Of Year Balance | 1081817 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 637085 | BeginningOfYearBalance |
| Contributions | 161460 | Contributions |
| Investment Earnings Or Losses | 151284 | InvestmentEarningsOrLosses |
| Other Expenditures | -1919 | OtherExpenditures |
| End Of Year Balance | 951748 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 235966 | BeginningOfYearBalance |
| Contributions | 414943 | Contributions |
| Investment Earnings Or Losses | 34464 | InvestmentEarningsOrLosses |
| Other Expenditures | 48288 | OtherExpenditures |
| End Of Year Balance | 637085 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 235966 | BeginningOfYearBalance |
| End Of Year Balance | 235966 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.89000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.11000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1483281 | OtherCostOrOtherBasis |
| Depreciation | 1367130 | Depreciation |
| Book Value | 116151 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4418014 | OtherCostOrOtherBasis |
| Depreciation | 3787147 | Depreciation |
| Book Value | 630867 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3874658 | OtherCostOrOtherBasis |
| Depreciation | 3819098 | Depreciation |
| Book Value | 55560 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1139455 | OtherCostOrOtherBasis |
| Depreciation | 209810 | Depreciation |
| Book Value | 929645 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1732223 | TotalOfBookValueLandBuildings |
Financial Derivatives FinancialDerivatives
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| HEDGE FUNDS | 3210476 | F |
| PARTNERSHIP INVESTMENTS | 3600562 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 6811038 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ACCRUED LOSS ON FOREIGN CURRENCY CONTRACTS | $3,132,612 |
| CAPITAL LEASE-EQUIPMENT | $925,862 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 4058474 | TotalOfAmounts |
| Total Revenue | 78646493 | TotalRevenue |
| Total Expenses | 80520187 | TotalExpenses |
| Excess Or Deficit For Year | -1873694 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -816761 | NetUnrealizedGLOnInvestments |
| Other | -$6,274,659 | OtherAmount |
| Total Adjustments | -7091420 | TotalAdjustments |
| Excess Or Deficit Per FS | -8965114 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 71513920 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -816761 | NetUnrealizedGainsInvestments |
| Other Revenues | -6315812 | OtherRevenues |
| Revenue Not Rptd F990 | -7132573 | RevenueNotRptdF990 |
| Revenue Subtotal | 78646493 | RevenueSubtotal |
| Other Revenues Not Included | 0 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 78646493 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 80479034 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 0 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 80479034 | ExpensesSubtotal |
| Other Expenses Not Included | 41153 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 41153 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 80520187 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Intended uses of endowment funds | Schedule D, Part V, Line 4 | THE PURPOSE OF THE ENDOWMENT FUND IS TO FACILITATE DONORS' DESIRES TO MAKE SUBSTANTIAL LONG-TERM GIFTS TO IES. IN SO DOING, THE ENDOWMENT FUND WILL PROVIDE A SECURE, LONG-TERM SOURCE OF FUNDS TO FUND STUDENT SCHOLARSHIPS. |
| FIN 48 (ASC 740) footnote | Schedule D, Part X, Line 2 | 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, 2012 OR 2011. 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, 2009. IES DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS TO SIGNIFICANTLY CHANGE IN THE NEXT 12 MONTHS. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | false | GovernmentFinancialAidReceived |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (7 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 9 | 26 | PROGRAM SERVICES | EDUCATION/CURRICULUM | 8882647 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | 20 | 106 | PROGRAM SERVICES | EDUCATION/CURRICULUM | 45928847 |
| SOUTH ASIA | 1 | 4 | PROGRAM SERVICES | EDUCATION/CURRICULUM | 459951 |
| SOUTH AMERICA | 5 | 20 | PROGRAM SERVICES | EDUCATION/CURRICULUM | 4211417 |
| SUB SAHARAN AFRICA | 1 | 4 | PROGRAM SERVICES | EDUCATION/CURRICULUM | 780443 |
| MIDDLE EAST AND NORTH AFRICA | 1 | 4 | PROGRAM SERVICES | EDUCATION/CURRICULUM | 722604 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | PASSIVE INVESTMENTS | 3210476 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 37 | TotalNumberOfOffices |
| Total Number Of Employees | 164 | TotalNumberOfEmployees |
| Total Amount Spent | 64196385 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | SCHOLARSHIPS - UNIVERSIDAD DE GRANADA | TypeOfAssistance |
| Region | EUROPE (INCLUDING ICELAND AND GREENLAND) | Region |
| Number Of Recipients | 2 | NumberOfRecipients |
| Amount Of Cash Grant | 29590 | AmountOfCashGrant |
| Manner Of Cash Disbursement | TUITION ASSISTANCE | MannerOfCashDisbursement |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Method Of Valuation | N/A | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Procedures for monitoring use of grant funds | Schedule F, Part I, Line 2 | ONE OF IES' SCHOLARSHIPS WAS OFFERED TO AN IES ABROAD PARTNER INSTITUTION LOCATED IN ONE OF OUR STUDY ABROAD LOCATIONS. THIS SCHOLARSHIP HAS BEEN NEGOTIATED WITH THE FOREIGN INSTITUTION AS PART OF IES ABROAD'S MASTER AGREEMENTS WITH THEM AND IS USED BY STUDENTS FROM THE PARTNER INSTITUTION TO ATTEND AN IES ABROAD PROGRAM IN ANOTHER OF OUR FOREIGN LOCATIONS. THE SCHOLARSHIPS COVER ALL PROGRAM FEES AND ARE DIRECTLY CREDITED TO THE STUDENTS' ACCOUNTS. |
| Method used to account for expenditures on organization's financial statements | Schedule F, Part I, Line 3 | EAST ASIA AND THE PACIFIC: ACCRUAL EUROPE (INCLUDING ICELAND AND GREENLAND): ACCRUAL SOUTH ASIA: ACCRUAL SOUTH AMERICA: ACCRUAL SUB SAHARAN AFRICA: ACCRUAL MIDDLE EAST AND NORTH AFRICA: ACCRUAL CENTRAL AMERICA AND THE CARIBBEAN: ACCRUAL |
| Method used to account for grants on organization's financial statements | Schedule F, Part III | EUROPE (INCLUDING ICELAND AND GREENLAND): ACCRUAL |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (10 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|
| MERIT SCHOLARSHIPS AWARDED TO STUDENTS | 120 | 225246 | 0 | N/A | N/A |
| NEED-BASED SCHOLARSHIPS AWARDED TO STUDENTS | 379 | 487000 | 0 | N/A | N/A |
| SCHOLARSHIPS AWARDED TO STUDENTS FROM HISTORICALLY BLACK COLLGES AND UNIVERSITIES | 22 | 44000 | 0 | N/A | N/A |
| PUBLIC UNIVERSITY GRANT | 903 | 1506129 | 0 | N/A | N/A |
| SUMMER NEED BASED AID | 53 | 46000 | 0 | N/A | N/A |
| LEGACY SCHOLARSHIPS | 51 | 40050 | 0 | N/A | N/A |
| VIENNA CENTER MUSIC SCHOLARSHIP | 1 | 10000 | 0 | N/A | N/A |
| UNIVERSITY OF CANTERBURY STUDY ABROAD SCHOLARSHIP | 5 | 10116 | 0 | N/A | N/A |
| SUMMER SCHOLARS | 19 | 82946 | 0 | N/A | N/A |
| STUDENT ASSISTANTSHIP SCHOLARSHIP | 2 | 3093 | 0 | N/A | N/A |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedures for monitoring use of grant funds | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | AWARDS ARE GIVEN TO U.S. STUDENTS OR U.S. SCHOOLS IN THE FORM OF GRANTS OR SCHOLARSHIPS FOR THE EXPRESS PURPOSE OF STUDYING ABROAD THROUGH ONE OF IES' STUDY ABROAD PROGRAMS. GRANTS AND SCHOLARSHIPS ARE AWARDED TO STUDENTS VIA A DIRECT REDUCTION IN THEIR BILLED TUITION FOR THE TERM UNDER WHICH THE GRANT OR SCHOLARSHIP APPLIES. THE USE OF THESE GRANTS AND SCHOLARSHIPS IS LIMITED IN THAT MONIES CAN ONLY BE APPLIED TO TUITION COSTS RELATED TO THE SPECIFIC IES PROGRAM A RECIPIENT IS ENROLLED IN. WHEN IES PROVIDES A STUDENT WITH ANY OTHER GRANT OR ASSISTANCE FOR TRAVEL EXPENSES RELATED TO ONE OF ITS STUDY ABROAD PROGRAMS, THE RECIPIENT WOULD BE REQUIRED TO PROVIDE IES WITH SUBSTANTIATION TO ENSURE THE FUNDS WERE USED FOR THE INTENDED PURPOSE. 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (9 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR MARY M DWYER | |||||||||||||
| 608607 | 0 | 0 | 0 | 9888 | 0 | 117285 | 0 | 18783 | 0 | 754563 | 0 | 0 | 0 |
| WILLIAM P HOYE | |||||||||||||
| 371365 | 0 | 5000 | 0 | 4204 | 0 | 18750 | 0 | 22284 | 0 | 421603 | 0 | 0 | 0 |
| WILLIAM J MARTENS | |||||||||||||
| 216476 | 0 | 0 | 0 | 560 | 0 | 21228 | 0 | 21773 | 0 | 260037 | 0 | 0 | 0 |
| MICHAEL STEINBERG | |||||||||||||
| 227743 | 0 | 0 | 0 | 5117 | 0 | 22019 | 0 | 11508 | 0 | 266387 | 0 | 0 | 0 |
| RICHARD BARTECKI | |||||||||||||
| 200540 | 0 | 20105 | 0 | 494 | 0 | 15267 | 0 | 14670 | 0 | 251076 | 0 | 0 | 0 |
| RICHARD IAN ELLIS | |||||||||||||
| 205136 | 0 | 0 | 0 | 332 | 0 | 17806 | 0 | 16863 | 0 | 240137 | 0 | 0 | 0 |
| ROGER SHEFFIELD | |||||||||||||
| 192564 | 0 | 0 | 0 | 311 | 0 | 14786 | 0 | 10123 | 0 | 217784 | 0 | 0 | 0 |
| MICHAEL GREEN | |||||||||||||
| 120431 | 0 | 10000 | 0 | 179 | 0 | 11498 | 0 | 18250 | 0 | 160358 | 0 | 0 | 0 |
| JOHN LUCAS | |||||||||||||
| 136188 | 0 | 0 | 0 | 137 | 0 | 10555 | 0 | 9832 | 0 | 156712 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Travel for companions | Schedule J, Part I, Line 1a | THE ORGANIZATION PAID FOR CULTURAL ACTIVITIES, LOCAL TRAVEL, AND HEALTH INSURANCE FOR GUESTS OF SOME MEMBERS OF THE BOARD OF DIRECTORS. THE RELATED BENEFIT WAS INCLUDED IN THE BOARD MEMBER'S TAXABLE COMPENSATION. |
| Tax indemnification and gross-up payments | Schedule J, Part I, Line 1a | THE ORGANIZATION'S PRESIDENT AND CHIEF OPERATING OFFICER HAVE THEIR OWN SUPPLEMENTAL LONG TERM DISABILITY INSURANCE FOR WHICH IES REIMBURSES THEM. THE ORGANIZATION THEN PAYS THE TAX ATTRIBUTABLE TO THE REIMBURSEMENT ON BEHALF OF THE ORGANIZATION'S PRESIDENT AND COO. |
| Discretionary spending account | Schedule J, Part I, Line 1a | THE ORGANIZATION PROVIDED A DISCRETIONARY SPENDING ACCOUNT OR ALLOWANCE ACCOUNT FOR BUSINESS RELATED EXPENSES FOR SEVERAL MEMBERS OF THE BOARD OF DIRECTORS. THE RELATED BENEFIT WAS INCLUDED IN THE RECIPIENT'S TAXABLE COMPENSATION. |
| Health or social club dues or initiation fees | Schedule J, Part I, Line 1a | THE ORGANIZATION PAID FOR THE TRAVEL CLUB MEMBERSHIP FOR THE COMPANY'S PRESIDENT. THIS WAS INCLUDED IN HER W2 AS TAXABLE COMPENSATION. |
| Supplemental nonqualified retirement plan | Schedule J, Part I, Line 4b | MARY M. DWYER, PRESIDENT, 457(F) PLAN - $74,843 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of other program services | Form 990, Part III, Line 4d | SUMMER PROGRAMS: IES OFFERS A BROAD-BASED CURRICULUM THAT ENCOMPASSES THE HUMANITIES, LANGUAGES, FINE ARTS, SOCIAL AND NATURAL SCIENCES, BUSINESS, MATHEMATICS, AND PRE-PROFESSIONAL STUDIES. OVER 700 STUDENTS BENEFITED FROM OUR SUMMER PROGRAMS BY ENHANCING THEIR ACADEMIC AND SOCIAL GROWTH WHILE EXPANDING THEIR INTERCULTURAL COMPETENCY. MANY SUMMER PROGRAMS OFFER INTERNSHIPS AND OFFER STUDENTS A MORE ECONOMICAL OPTION TO A FULL SEMESTER AND A VIABLE ALTERNATIVE FOR STUDENTS WITH RIGOROUS ACADEMIC SCHEDULES. STUDENTS IN OUR SUMMER PROGRAMS EARN CREDITS TOWARD COLLEGE COURSE WORK BY STUDYING AT ONE OF OUR 20 LOCATIONS IN THE COUNTRIES OF AUSTRALIA, AUSTRIA, CHILE, CHINA, ECUADOR, ENGLAND, FRANCE, GERMANY, IRELAND, ITALY, JAPAN, AND SPAIN. |
| Review of form 990 by governing body | Form 990, Part VI, Section B, Line 11b | IES MANAGEMENT, AND THE CHAIR OF IES-ABROAD'S AUDIT COMMITTEE, REVIEWS THE FULL FORM 990 IN DETAIL IN CONJUNCTION WITH THE ORGANIZATION'S INDEPENDENT PAID TAX PREPARERS. SUBSEQUENT TO THIS REVIEW, MANAGEMENT DISTRIBUTES A COPY TO EACH MEMBER OF THE BOARD OF DIRECTORS, PRIOR TO FILING WITH THE IRS. |
| Conflict of interest policy | Form 990, Part VI, Section B, Line 12c | IN ACCORDANCE WITH IES' 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, AND BY THE PRESIDENT/CEO, ARE REVIEWED BY THE CHAIR OF THE GOVERNANCE COMMITTEE OF THE BOARD. THE CHAIR OF THE GOVERNANCE COMMITTEE REPORTS ANY CONFLICTS INVOLVING BOARD MEMBERS OR THE PRESIDENT/CEO TO THE FULL BOARD EACH YEAR. INDIVIDUAL CONFLICT OF INTEREST FORMS COMPLETED BY IES OFFICERS AND KEY EMPLOYEES ARE PLACED IN CONFIDENTIAL FILES MAINTAINED BY IES ABROAD'S DEPARTMENT OF HUMAN RESOURCES. 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 DEPARTMENT OF HUMAN RESOURCES 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. IES ABROAD DOES NOT KNOWINGLY ALLOW FOR ANY IES BUSINESS TO BE CONDUCTED WITH A BOARD MEMBER OR RELATIVE OF A BOARD MEMBER. |
| Process used to establish compensation of top management official | Form 990, Part VI, Section B, Line 15a | IES' BOARD EXECUTIVE COMMITTEE, ACTING AS THE BOARD COMPENSATION COMMITTEE, REVIEWS AND APPROVES THE COMPENSATION OF IES 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 INDEPENDENT COMPENSATION STUDY DESCRIBED IN PARAGRAPH 2 BELOW TO SET COMPENSATION. ALTHOUGH SHE IS A MEMBER OF THE IES BOARD, THE PRESIDENT/CEO RECUSES HERSELF FROM ANY DISCUSSIONS REGARDING THE SETTING OF HER OWN COMPENSATION. AT LEAST EVERY 4 YEARS, IES RETAINS AN INDEPENDENT, OUTSIDE COMPENSATION REVIEW FIRM TO EVALUATE THE COMPANY'S OFFICERS' COMPENSATION. THE INDEPENDENT FIRM USES MARKET SURVEYS AND OTHER RESOURCES TO COMPARE THE COMPENSATION OF EACH IES OFFICERS' AND POSITION TO SIMILAR (OR IDENTICAL) POSITIONS AT OTHER NON-PROFIT ORGANIZATIONS WITH SIMILAR ANNUAL REVENUES, COMPARABLE NUMBERS OF EMPLOYEES, AND COMPARABLE LEVELS AND COMPLEXITIES OF JOB RESPONSIBILITIES, IN ORDER TO ESTABLISH A BENCHMARK FOR REASONABLE COMPENSATION. IES MOST RECENTLY RETAINED A OUTSIDE COMPENSATION REVIEW FIRM FOR EXECUTIVE COMPENSATION IN MAY OF 2012. THE OVERARCHING GOAL OF IES' COMPENSATION POLICY IS DESIGNED TO ACHIEVE COMPENSATION LEVELS FOR ITS OFFICERS AT COMPETITIVE MARKET RATES. ANNUALLY, IES REVIEWS THE PERFORMANCE OF EACH OF ITS OFFICERS. SALARY DATA FOR EACH POSITION IS AGED ANNUALLY BASED UPON INSTRUCTIONS PROVIDED IN THE INDEPENDENT THIRD PARTY STUDY COMMISSIONED BY IES EVERY FOUR YEARS. WHEN THERE IS A SIGNIFICANT CHANGE IN COMPENSATION FOR AN OFFICER, AN EXTERNAL COMPENSATION FIRM IS RETAINED BY THE BOARD OF DIRECTORS TO ADVISE THE BOARD EXECUTIVE COMMITTEE OF THE COMPETITIVENESS OF THE PROPOSED SALARY INCREASE AND TOTAL COMPENSATION PROGRAM. IN ADDITION, 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, COMPENSATION RECOMMENDATIONS FOR OFFICERS ARE PRESENTED TO THE FULL BOARD OF DIRECTORS FOR REVIEW. THE FULL BOARD VOTES ON THE COMPENSATION OF THE PRESIDENT/CEO ON AN ANNUAL BASIS. 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 THE ORGANIZATION'S SELECT OFFICERS IS DOCUMENTED IN A WRITTEN EMPLOYMENT CONTRACT. |
| Process used to establish compensation of other officers/key employees | Form 990, Part VI, Section B, Line 15b | PLEASE SEE THE NARRATIVE FOR FORM 990, PART VI, SECTION B, LINE 15A |
| Governing documents, conflict of interest policy and financial statements available to the public | Form 990, Part VI, Section C, Line 19 | FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICIES ARE NOT REQUIRED DISCLOSURES PURSUANT TO INTERNAL REVENUE CODE (IRC) SECTION 6104. THESE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME. |
| Other changes in net assets or fund balances | Form 990, Part XI, Line 5 | NET UNREALIZED LOSS ON INVESTMENTS - -816761; FOREIGN CURRENCY TRANSLATION ADJUSTMENT - -779526; UNREALIZED LOSS OF FOREIGN CURRENCY CONTRACTS - -5536286; CHANGE IN ALLOWANCE FOR BAD DEBT - 41153; |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (11 entries)
| Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | Province Or StateAddressForeign/ProvinceOrState | CountryAddressForeign/Country | Postal CodeAddressForeign/PostalCode | Primary ActivitiesPrimaryActivities | Legal Domicile Foreign CountryLegalDomicileForeignCountry | Total IncomeTotalIncome | EOY AssetsEOYAssets | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Legal Domicile StateLegalDomicileState |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STICHTING IES AMSTERDAM | |||||||||||||||
| OUDEZIJDS ACHTERBURGWAL 185 | AMSTERDAM | AMSTERDAM | NL | 1012 DK | ABROAD PROG | NL | 82154 | 287585 | IES | ||||||
| INSTITUTE FOR INTL ED OF STUDENTS - SF (CAPE TOWN) | |||||||||||||||
| STEVE BIKO BUILDING UPPER CAMPUS | UNIVERSITY OF CAPE TOWN | RONDEBOSCH | SF | 7701 | ABROAD PROG | SF | 14695 | 107065 | IES | ||||||
| SOCIETY FOR THE INTL ED OF STUDENTS (DELHI) | |||||||||||||||
| D-986 NEW FRIENDS COLONY | NEW DELHI | IN | 110 0065 | ABROAD PROG | IN | -5399 | 32576 | IES | |||||||
| LONDON CENTRE OF THE INST EUROPEAN STUDIES | |||||||||||||||
| 5 BLOOMSBURY PLACE | LONDON | UK | WC1A 2QP | ABROAD PROG | UK | 1933316 | 3270912 | IES | |||||||
| IES NANTES ASSOCIATION | |||||||||||||||
| 7 RUE DES CADENIERS | NANTES | FR | 44000 | ABROAD PROG | FR | 0 | 56667 | IES | |||||||
| ASSOCIATION D'IES ABROAD-PARIS | |||||||||||||||
| 77 RUE DAGUERRE | PARIS | FR | 75014 | ABROAD PROG | FR | 477 | 603840 | IES | |||||||
| IES FOUNDATION (QUITO ECUADOR) | |||||||||||||||
| ABROAD PROG | EC | 0 | 57421 | IES | |||||||||||
| THE INST FOR THE INTL ED OF STUDENTS (SPAIN) | |||||||||||||||
| ABROAD PROG | SP | 16359 | 1435537 | IES | |||||||||||
| IES ABROAD (RABAT) | |||||||||||||||
| 89 AVENUE MOULAY ISMAIL | RABAT-HASSAN | RABAT | MO | 10006 | ABROAD PROG | MO | 961 | 57247 | IES | ||||||
| IES ABORAD PATHWAYS LLC | |||||||||||||||
| ABROAD PROG | 0 | 0 | IES | 33 N LASALLE STREET 15TH FLOOR | CHICAGO | IL | 606022602 | 900760755 | DE | ||||||
| INSTITUTE FOR THE INTERNATIONAL EDUCATION OF STUDENTS PTY LTD | |||||||||||||||
| LEVEL 17 383 KENT STREET | SYDNEY | NSW | AS | 2000 | ABROAD PROG | AS | 0 | 0 | IES | 121405856 | |||||
Comments