2012-11-14T17:37:11-06:00 2011-12-31 GRANT THORNTON LLP 666 THIRD AVENUE NEW YORK NY 100174057 990 2011-01-01 391711417 AFS-USA Inc % JORGE CASTRO AFS- 2122999000 One Whitehall Street New York NY 10004 SUSAN E GOLDBERG 2012-11-14 Laura Kielczewski 2125990100 2011 2016-02-24 21:20:13Z JORGE CASTRO ONE WHITEHALL STREET NEW YORK NY 10004 37274585 false X WWW.AFSUSA.ORG X 1991 IL AFS-USA WORKS TOWARD A MORE JUST AND PEACEFUL WORLD BY PROVIDING INTERNATIONAL AND INTERCULTURAL EXPERIENCES TO INDIVIDUALS, FAMILIES, SCHOOLS & COMMUNITIES THROUGH A GLOBAL VOLUNTEER PARTNERSHIP. 14 14 321 5100 0 10478753 18473299 16966890 17704890 210056 176157 29093 118172 27684792 36472518 1584466 6471261 0 0 9938410 11209463 163860 189613 1181229 20379694 16888858 32066430 34759195 -4381638 1713323 21704834 17567775 6382159 5768850 15322675 11798925 AFS-USA WORKS TOWARD A MORE JUST AND PEACEFUL WORLD BY PROVIDING INTERNATIONAL AND INTERCULTURAL LEARNING EXPERIENCES TO INDIVIDUALS, FAMILIES, SCHOOLS AND COMMUNITIES THROUGH A GLOBAL VOLUNTEER PARTNERSHIP. false false 28736242 6413578 17704890 SENDING PARTICIPANTS ABROAD - EACH YEAR AFS-USA SENDS HIGH SCHOOL STUDENTS, GRADUATES AND GAP YEAR STUDENTS ABROAD FOR YEAR, SEMESTER, AND SUMMER EXCHANGE PROGRAMS. HOSTING PARTICIPANTS FROM ABROAD - EACH YEAR, AFS-USA WELCOMEs HIGH SCHOOL STUDENTS FROM AROUND THE WORLD TO THE U.S. TO STUDY IN LOCAL HIGH SCHOOLS TO LIVE WITH HOST FAMILIES. 2751598 VOLUNTEER ACTIVITiES - AFS-USA HAS A NETWORK OF MORE THAN 5,000 U.S. VOLUNTEERS WHO SUPPORT INTERNATIONAL STUDENTS AND THEIR HOST FAMILIES, SUPPORT U.S. STUDENTS WHO WANT TO STUDY ABROAD AND THEIR FAMILIES AND WORK WITH EDUCATORS, COMMUNITY LEADERS AND OTHERS THROUGH ACTIVITIES IN HIGH SCHOOLS AND IN THE COMMUNITY. VOLUNTEERS INCREASE AWARENESS FOR AFS PROGRAMS AND THE NEED FOR AMERICANS TO SUPPORT INTERNATIONAL EDUCATION AND INTERCULTURAL LEARNING AS A WAY TO FULFILL THE AFS MISSION OF HELPING TO BUILD A MORE JUST AND PEACEFUL WORLD. 31487840 true true false true false false false false false true true false false false true false true false false false true true true true false false false true true true false false false false false false false false true false false false false false false false false false true 54 0 true 321 true false false false false false false false false false false X 14 14 false false true false false true true true true false true true true true true true true true true true false AL AK AZ AR CA CT FL GA HI IL KS KY LA MD MA MI MN MS NH NJ NM NY NC OH OK OR PA RI SC TN UT VA WV WI X X JORGE CASTRO 2124791080 ONE WHITEHALL STREET new york NY 10004 Mary Porterfield 3.0 X X 0 0 0 Judy Weyand 3.0 X X 0 0 0 John Shuck 3.0 X X 0 0 0 Joanne Berger-Sweeney 3.0 X 0 0 0 Allen Clutter 3.0 X 0 0 0 Francesco Favotto 3.0 X 0 0 0 Jean Frazier 3.0 X 0 0 0 Anne Herendeen 3.0 X Betty McManus 3.0 X William Meserve 3.0 X Damian Pisanelli 3.0 X Thomas Robertson 3.0 X Al Russell 3.0 X Tsugiko Scullion 3.0 X Paula Wardynski 3.0 X Jorge Castro 35.0 X 199194 0 -18262 Susan Goldberg 35.0 X 65072 0 4377 Kerry McCollum 35.0 X 131585 0 20150 Marlene Baker 35.0 X 121134 0 20405 Keri Dooley 35.0 X 132182 0 9920 Kristen Bates 35.0 X 118329 0 15585 Joanne Yokoyama-Martin 35.0 X 120627 0 9340 Carl Ferrero 35.0 X 104271 6394 992394 0 67909 9 false true false Google Inc DEPT 33654 PO BOX 39000 SAN FRANCISCO CA 94139 Advertising 134497 OCE BUSINESS SERVICES INC 12534 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 document management 130453 LAUTMAN MASAKA NEILL CO 1730 RHODE ISLAND AVE NW SUITE 301 WASHINGTON DC 20036 consulting 109453 KPMG PEAT MARWICK LLP DEPT 0511 PO BOX 120001 DALLAS TX 753120511 accounting 109304 4 15190371 3282928 57941 18473299 PARTICIPANT FEES 611710 7443683 7443683 HOSTING TRANSFER FEES 611710 10261207 10261207 17704890 175356 175356 0 0 783777 782976 801 801 801 0 0 31442 19091 12351 12351 MISCELLANEOUS REVENUE 900099 88321 88321 SERVICES PROVIDED TO AFS INTERNATIONAL 900099 17500 17500 105821 36472518 17704890 294329 881384 881384 1643499 1643499 3946378 3946378 0 973764 786563 103461 83740 0 7751158 7114518 306687 329953 328397 297692 14449 16256 1390221 1260235 61170 68816 765923 694309 33701 37913 0 68855 66844 1810 201 100584 81334 15400 3850 22840 22840 189613 189613 17923 17923 803644 612997 102729 87918 28157 21214 3008 3935 282027 193480 21688 66859 193686 157278 29404 7004 0 848779 703892 116368 28519 780414 671783 80533 28098 0 34888 22542 5685 6661 77097 10662 66435 0 754797 754797 57700 57700 PARTICIPANT-RELATED EXPENSES 11967314 11821319 0 145995 DUES AND SUBSCRIPTIONS 80269 78416 1089 764 EQUIPMENT PURCHASE 150884 102335 25385 23164 BAD DEBT EXPENSE 3593 3593 0 0 615407 292733 270704 51970 34759195 31487840 2090126 1181229 3904157 5637654 274322 357360 8891688 3815984 354213 69517 0 0 0 0 0 0 35823 25124 307566 360610 8377383 7220164 1613806 1157219 5512088 5267418 0 0 0 0 0 0 811171 876889 21704834 17567775 2032953 2856808 0 0 1461314 1351144 0 0 0 0 0 0 0 0 1539100 1539100 1348792 21798 6382159 5768850 X 1838041 4828627 9307790 2741348 4176844 4228950 15322675 11798925 21704834 17567775 X 1713323 -5237073 X false true true X true true X 13997493 12899479 13055778 10478753 18473299 68904802 20368186 19598237 17011845 17001995 17704890 91685153 34365679 32497716 30067623 27480748 36178189 160589955 822686 557804 43757 19370 31810 1475427 822686 557804 43757 19370 31810 1475427 159114528 361606 314137 175823 211310 175356 1238232 361606 314137 175823 211310 175356 1238232 370913 26587 29008 38195 137263 601966 35098198 32838440 30272454 27730253 36490808 162430153 0.97959 0.97500 0.00762 0.00900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22840 22840 31465000 31487840 1000000 250000 1000000 1000000 1000000 1000000 4000000 6000000 1302 10375 10625 22840 45142 250000 250000 250000 250000 1000000 1500000 5207573 563698 60814 334664 14212 5483209 5044853 197458 127371 148558 13551 5207573 5333182 117368 255849 100958 560588 5044853 5340771 132664 69268 209521 5333182 0.19750 0.58790 0.21460 false false 925522 680100 245422 6763970 5941248 822722 687891 598816 89075 1157219 0 0 36472518 34759195 1713323 -29591 -39352 -68943 1644380 35081603 -29591 -20264 -49855 35131458 1341060 1341060 36472518 33437226 19091 19091 33418135 1341060 1341060 34759195 Scheduled D, Part XII and XIII, Line 2d and 4b reconciliation of revenue and expenses Part XII Line 2d: change in beneficial interest in perpetual trust - (39,355) re-class of cost of goods sold - 19,091 -------- (20,264) Part XIII Line 2d: re-class of cost of goods sold - 19,091 Line 4b: re-class of scholarship expense - 1,341,060 true Europe (Including Iceland and Greenland) 1 8 Grantmaking 492433 East Asia and the Pacific 5 92 Grantmaking 1989152 Middle East and North Africa 2 Grantmaking 447501 Russia and the Newly Independent States 1 10 Grantmaking 105750 South Asia 1 9 Grantmaking 376319 Sub-Saharan Africa 4 23 Grantmaking 499960 Europe (Including Iceland and Greenland) 1 71 Grantmaking 26072 East Asia and the Pacific 1 9 Grantmaking 9192 Central America and the Caribbean 3 33 Program Services transfer fees 195694 East Asia and the Pacific 5 126 Program Services transfer fees 198219 Europe (Including Iceland and Greenland) 18 286 Program Services transfer fees 1142292 Middle East and North Africa 1 11 Program Services transfer fees 7440 Russia and the Newly Independent States 1 10 Program Services transfer fees 2590 South America 6 77 Program Services transfer fees 304520 Sub-Saharan Africa 2 18 Program Services transfer fees 33360 52 783 52 783 5830494 5830494 Europe Scholarships for inbound (hosted) participants 26072 Settlement East Asia/Pacific Scholarships for inbound (hosted) participants 9192 Settlement East Asia/Pacific Recruitment & Selection Activiity 439040 Wire/STLMNT East Asia/Pacific Recruitment & Selection Activiity 383470 Wire/STLMNT East Asia/Pacific Recruitment & Selection Activiity 347805 Wire/STLMNT East Asia/Pacific Recruitment & Selection Activiity 109674 Wire/STLMNT East Asia/Pacific Recruitment & Selection Activiity 709163 Wire/STLMNT Middle East/North Africa Recruitment & Selection Activiity 376675 Wire/STLMNT Middle East/North Africa Recruitment & Selection Activiity 15203 Wire/STLMNT Russia Recruitment & Selection Activiity 105750 Wire/STLMNT South Asia Recruitment & Selection Activiity 376319 Wire/STLMNT Sub-Saharan Africa Recruitment & Selection Activiity 231683 Wire/STLMNT Sub-Saharan Africa Recruitment & Selection Activiity 63784 Wire/STLMNT Sub-Saharan Africa Recruitment & Selection Activiity 102652 Wire/STLMNT Sub-Saharan Africa Recruitment & Selection Activiity 89995 Wire/STLMNT Middle East/North Africa Recruitment & Selection Activiity 492433 Wire/STLMNT Middle East/North Africa Recruitment & Selection Activiity 43043 Wire/STLMNT Sub-Saharan Africa Recruitment & Selection Activiity 11845 Wire/STLMNT 42 Recruiting and Selecting Activity Middle East/North Africa 1 12580 Wire/STLMNT false false false false false false scholarships outside the U.S. Schedule F, part I, Line 2 AFS-USA, Inc. awards hosting scholarships to its network partners, generally based on donor stipulations. X X X X X X true SHARE GROUP Inc 73 Chapel Street Newton MA 02458 tele marketing false 5432 581 4851 LAUTMAN MASKA NEILL CO 1730 Rhode Island Ave NW STE 301 Washington DC 20036 Consulting false 390414 111413 279001 Convio 11501 Domain Drive STE 200 Austin TX 78758 Web Service false 68029 34728 33301 PDR II Inc 73 Chapel Street Newton MA 02458 tele marketing false 60797 42891 17906 524672 189613 335059 AL AK AZ AR CA CO CT DC FL GA HI IL KS KY ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI true AIFS FOUNDATION ACADEMIC YEAR 9 West Broad St Stamford CT 06902 066100574 501(c)(3) 219565 YES Program Activity AMERICAN CULTURAL EXCHANGE SERVICES One Lake Bellevue Drive Bellevue WA 98005 710818518 501(c)(3) 87487 YES Program Activity CIEE 300 Fore St Portland ME 04101 134038907 501(c)(3) 191466 YES Program Activity PROGRAM FOR ACADEMIC EXCHANGE 14 Willet Ave Port Chester NY 10573 020439252 501(c)(3) 255730 YES Program Activity CIVILIZATIONS EXCHANGE & COoperation FDN 7745 Paddock Way Baltimore MD 21244 232977021 501(c)(3) 33571 YES PROGRAM ACTIVITY GLOBAL NOMADS GROUP 132 Nassau St Suite 822 New York NY 10038 752750127 501(c)(3) 93565 GLOBAL CONNECTION 6 Scholarships 273 1305796 Stipends 474 337703 SCHOLARSHIPS AND STIPENDS SCHEDULE I, PART I Scholarships - AFS-USA, Inc. awards scholarships in the form of fee reductions to participants in AFS programs. There is generally no direct monetary award to the participant so there is no need to monitor use of the funds. Stipends - in addition to scholarships AFS-USA, Inc. also provides assistance in the form of monthly stipends to participants in certain government grant funded programs. These stipends which are stipulated as part of the government grant award are intended to help the participants defray day-to-day expenses while participating in the program. X X false false false false false false false true false Jorge Castro 188394 0 10000 800 -20000 1738 180932 0 0 0 Kerry McCollum 130950 0 0 635 10500 9650 151735 0 0 0 DESCRIPTION OF NON-FIXED PAYMENTS SCHEDULE J, PART I, LINE 7 THE BONUS PAID TO THE CHIEF EXECUTIVE OFFICER WAS BASED ON A PERFORMANCE APPRAISAL CONDUCTED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. X 11 36557 FMV X Software Licenses 1 7190 Provided by vendor X Software 4 13494 Provided by vendor X Event Supplies 1 701 receipts false true true SCHEDULE M, PART I, LINE 32 THIRD PARTY SELLER AFS-USA USES THE SERVICES OF A FINANCIAL INSTITUTION TO SELL SECURITIES. FORM 990, PART VI, LINE 4 changes to the by-laws The following changes were made to the by-laws of AFS-USA: Members may be elected to the Board prior to the annual meeting. The members would officially take office July 1st. The composition of the Board was amended to accommodate nine executive committee members. Form 990, Part VI, Line 7a members UNDER THE TERMS OF ITS AGREEMENT WITH AFS INTERCULTURAL PROGRAMS (AFSIP), AFS-USA WILL INCLUDE ON ITS BOARD AT LEAsT THREE REPRESENTATIVES FROM THE AFS NETWORK. THE INDIVIDUALS ARE SELECTED FROM NAMES PROPOSED BY AFSIP AND ARE THEN ELECTED BY THE AFS-USA GOVERNING BOard. THREE SUCH INDIVIDUALS ARE CURRENTLY SERVING ON THE AFS-USA BOARD. THIS ARRANGEMENT WILL CEASE WHEN THE LOAN IS FULLY REPAID. Form 990, Part VI, Line 7b governance decisions To ensure clear and open communication, AFS-USA will include, from names proposed by AFS International, (a) two representatives from AFS partner organizations who have made significant loans to the AFS-USA investment fund, and (b) at least one trustee serving on the afs international finance committee, to serve on its board until the present loan is fully repaid. At least two of these three shall serve on the afs-usa board's finance committee(s). FORM 990, PART VI, SECTION B, LINE 11 REVIEW PROCESS ONCE THE DRAFT OF THE 990 HAS BEEN VETTED AND APPROVED BY RESPONSIBLE STAFF MEMBERS, IT IS REVIEWED BY MEMBERS OF THE AUDIT AND FINANCE COMMITTEES OF THE BOARD. ANY REQUIRED UPDATES ARE MADE PRIOR TO FILING THE RETURN. THE FINAL VERSION OF THE IRS FORM 990 AND SUPPORTING SCHEDULES ARE DISTRIBUTED TO EACH MEMBER OF THE AFS-USA'S BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12 CONFLICT OF INTEREST POLICY THE HR DEPARTMENT RECEIVES A COMPLETED CONFLICT OF INTEREST FORM FROM EACH STAFF AND EACH BOARD MEMBER ANNUALLY. EACH FORM IS THEN REVIEWED BY THE CORPORATE SECRETARY OF THE BOARD, WHO IS ALSO THE CHIEF ORGANIZATIONAL DEVELOPMENT OFFICER, WHO THEN COMMUNICATES DIRECTLY WITH THE STAFF OR BOARD MEMBERS IF CONFLICTS ARE DISCLOSED. FORM 990, PART VI, SECTION B, LINE 15 PROCESS FOR DETERMINING COMPENSATION COMPENSATION PROCESS FOR DETERMINING COMPENSATION FOR PRESIDENT AND KEY PERSONNEL - THE ORGANIZATION HAS INSTITUTED A PROCESS TO REVIEW THE COMPENSATION PAID TO ITS OFFICERS AND KEY EMPLOYEES AND FOLLOWS THE REBUTTABLE PRESUMPTION RULES OF TREAS REG 53.4958-6. THE ORGANIZATION'S POLICY IS TO CONDUCT A BIANNUAL ANALYSIS OF LIKE POSITIONS AT COMPARABLE ORGANIZATIONS. SUCH INFORMATION IS CONSIDERED WHEN DETERMINING THE COMPENSATION FOR THOSE STAFF MEMBERS THAT HAVE BEEN IDENTIFIED AS DISQUALIFIED PERSONS. RECOMMENDED COMPENSATION FOR THE PRESIDENT IS APPROVED BY THE BOARD OF DIRECTORS IN EXECUTIVE SESSION, THE APPROVAL OF WHICH IS COMMUNICATED BY THE BOARD CHAIR TO THE CHIEF financial OFFICER. RECOMMENDED COMPENSATION FOR ALL OTHER KEY EMPLOYEES IS APPROVED BY THE PRESIDENT. CONTEMPORANEOUS RECORDS OF COMPENSATION DETERMINATIONS ARE RECORDED IN THE ONLINE HR SYSTEM AND PLACED IN THE INDIVIDUAL STAFF MEMBER'S HR FILE. THE HIRING MANAGER PROPOSES THE SALARY FOR THE NEW HIRES WITHIN THE APPROVED SALARY RANGE FOR THE POSITION. IT IS THEN REVIEWED AND APPROVED BY HIS/HER MANAGER AND HR. FOR THE CEO, THIS IS DONE BY THE BOARD AND THE CHIEF financial OFFICER. FORM 990, PART VI, SECTION C, LINE 19 Availability of documents to the public AFS-USA publishes its governing documents, annual audit report, form 990, annual report, and 501(c)(3) designation on its website. The conflict of interest policy is not available to the public. Form 990, PART XI, LINE 5 OthER CHANGES IN NET ASSETS: RESTATEMENT OF NET ASSETS AT Beginning OF YEAR: (5,168,130) unrealized appreciation in fair value of investments: (29,591) change in beneficial interest in perpetual trust: (39,352) ------------ (5,237,073) ------------