2012-05-04T12:40:49-05:00 2011-09-30 PricewaterhouseCoopers LLP 300 Madison Avenue New York NY 10017 990 2010-10-01 131624046 INSTITUTE OF INTERNATIONAL EDUCATION INST 2128838200 809 UNITED NATIONS PLAZA NEW YORK NY 10017 PETER THOMPSON 2128838200 2012-05-03 6464713000 2010 2016-02-24 21:20:13Z ALLAN E GOODMAN 809 UNITED NATIONS PLAZA NEW YORK NY 10017 369451531 false X WWW.IIE.ORG X 1919 NY IIE IS AN INT'L NON-GOVERNMENTAL ORG THAT IMPLEMENTS HIGHER EDUCATION EXCHANGE AND TRAINING PROGRAMS INVOLVING US AND NON-US PARTICIPANTS ON BEHALF OF PUBLIC AND PRIVATE SECTORS, SPONSORS AND DONORS. 41 40 646 6125 0 0 309497032 339940082 19887063 22111555 1974557 4658525 -107183 -21301 331251469 366688861 238810562 264400237 0 0 47265672 47507859 309868 0 859907 51863010 58794653 338249112 370702749 -6997643 -4013888 180798884 163037560 71450570 61960132 109348314 101077428 X SEE SCHEDULE O. false false 260436522 201153528 13962255 INTERNATIONAL EXCHANGE OF STUDENTS AND SCHOLARS. SEE SCHEDULE O. 64329715 54020193 941208 LEADERSHIP DEVELOPMENT EDUCATIONAL SERVICES. SEE SCHEDULE O. 13946442 5660511 6255288 HIGHER EDUCATION INSTITUTIONAL DEVELOPMENT. 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22985800 ARCHSTONE 5588881 F EVANSTONE/WEATHERLOW 5417703 F PIMCO 6678361 F 17684945 0 0 366688861 370702749 -4013888 -4256998 -4256998 -8270886 362191168 -4256998 -4256998 366448166 240695 240695 366688861 370462054 370462054 240695 240695 370702749 SCHEDULE D, PART V, LINE 4 INTENDED USE OF ORGANIZATION'S ENDOWMENT FUNDS THE INSTITUTE INTENDS TO USE ITS ENDOWMENT, WHICH CONSISTS OF INDIVIDUAL FUNDS THAT HAVE BEEN ESTABLISHED FOR A VARIETY OF PURPOSES INCLUDING SCHOLAR SUPPORT AND SCHOLARSHIPS, CONSISTENT WITH THE PURPOSES FOR WHICH THE FUNDS HAVE BEEN ESTABLISHED. SCHEDULE D, PART X, LINE 2 FOOTNOTE FROM IIE AUDITED FINANCIAL STATEMENTS AS OF OCTOBER 1, 2008, THE INSTITUTE ADOPTED GUIDANCE RELATED TO THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE INSTITUTE HAS DETERMINED THAT ITS ADOPTION DID NOT MATERIALLY IMPACT THE SEPTEMBER 30, 2011 AND 2010 FINANCIAL STATEMENTS. true Central America and the Caribbean Grantmaking 11004 Central America and the Caribbean Program Services EDUCATION GRANTS-INDIV 2206072 Central America and the Caribbean Investments 10985805 East Asia and the Pacific 5 97 Maintaining offices 4224029 East Asia and the Pacific Grantmaking 1143769 East Asia and the Pacific Program Services EDUCATION GRANTS-INDIV 21958407 Europe (Including Iceland and Greenland) 1 24 Maintaining offices 1353244 Europe (Including Iceland and Greenland) Grantmaking 19113 Europe (Including Iceland and Greenland) Program Services EDUCATION GRANTS-INDIV 21849494 Middle East and North Africa 1 39 Maintaining offices 1488581 Middle East and North Africa Grantmaking 785070 Middle East and North Africa Program Services EDUCATION GRANTS-INDIV 6990770 North America 1 26 Maintaining offices 1784385 North America Grantmaking 142060 North America Program Services EDUCATION GRANTS-INDIV 1153728 Russia and the Newly Independent States 2 73 Maintaining offices 1883712 Russia and the Newly Independent States Grantmaking 12989 Russia and the Newly Independent States Program Services EDUCATION GRANTS-INDIV 3668368 South America Grantmaking 623266 South America Program Services EDUCATION GRANTS-INDIV 6149024 South Asia 1 26 Maintaining offices 572941 South Asia Program Services EDUCATION GRANTS-INDIV 2894652 Sub-Saharan Africa 1 11 Maintaining offices 463801 Sub-Saharan Africa Grantmaking 115639 Sub-Saharan Africa Program Services EDUCATION GRANTS-INDIV 6564656 10 259 2 37 12 296 77992232 21052347 99044579 CENTRAL AMERICA AND THE EDUCATION 11004 CHECK N/A N/A EAST ASIA AND THE PACIFI EDUCATION 10671 CHECK N/A N/A EAST ASIA AND THE PACIFI EDUCATION 1103647 CHECK N/A N/A EAST ASIA AND THE PACIFI EDUCATION 12833 CHECK N/A N/A EAST ASIA AND THE PACIFI EDUCATION 16618 CHECK N/A N/A EUROPE EDUCATION 11931 CHECK N/A N/A EUROPE EDUCATION 7182 CHECK N/A N/A MIDDLE EAST AND NORTH AF EDUCATION 86400 CHECK N/A N/A MIDDLE EAST AND NORTH AF 298668 CHECK N/A N/A MIDDLE EAST AND NORTH AF 5040 CHECK N/A N/A MIDDLE EAST AND NORTH AF 59398 CHECK N/A N/A MIDDLE EAST AND NORTH AF 19809 CHECK N/A N/A MIDDLE EAST AND NORTH AF 11023 CHECK N/A N/A MIDDLE EAST AND NORTH AF 136524 CHECK N/A N/A MIDDLE EAST AND NORTH AF 49094 CHECK N/A N/A MIDDLE EAST AND NORTH AF 15389 CHECK N/A N/A MIDDLE EAST AND NORTH AF 5608 CHECK N/A N/A MIDDLE EAST AND NORTH AF 17019 CHECK N/A N/A MIDDLE EAST AND NORTH AF 18215 CHECK N/A N/A MIDDLE EAST AND NORTH AF 8555 CHECK N/A N/A MIDDLE EAST AND NORTH AF 9500 CHECK N/A N/A MIDDLE EAST AND NORTH AF 17870 CHECK N/A N/A NORTH AMERICA 7000 CHECK N/A N/A NORTH AMERICA 60020 CHECK N/A N/A NORTH AMERICA 75040 CHECK N/A N/A RUSSIA AND THE NEWLY IND 12989 CHECK N/A N/A SOUTH AMERICA 30020 CHECK N/A N/A SOUTH AMERICA 45020 CHECK N/A N/A SOUTH AMERICA 15020 CHECK N/A N/A SOUTH AMERICA 128376 CHECK N/A N/A SOUTH AMERICA 30020 CHECK N/A N/A SOUTH AMERICA 30020 CHECK N/A N/A SOUTH AMERICA 30020 CHECK N/A N/A SOUTH AMERICA 314770 CHECK N/A N/A SUB-SAHARAN AFRICA 115639 CHECK N/A N/A 35 GRANTEE COST OF LIVING CENTRAL AMERICA AND THE 34 170900 Check N/A N/A INSURANCE CENTRAL AMERICA AND THE 1 41 Check N/A N/A SCHOLARSHIPS CENTRAL AMERICA AND THE 164 1882172 Check N/A N/A TRAVEL AND FIELD TRIPS CENTRAL AMERICA AND THE 33 142959 Check N/A N/A TUITION CENTRAL AMERICA AND THE 4 10000 Check N/A N/A GRANTEE MAINTENANCE EAST ASIA AND THE PACIFI 46 136669 Check N/A N/A GRANTEE COST OF LIVING EAST ASIA AND THE PACIFI 751 4923675 Check N/A N/A INSURANCE EAST ASIA AND THE PACIFI 149 37739 Check N/A N/A SCHOLARSHIPS EAST ASIA AND THE PACIFI 916 13162735 Check N/A N/A TRAVEL AND FIELD TRIPS EAST ASIA AND THE PACIFI 274 1176071 Check N/A N/A TUITION EAST ASIA AND THE PACIFI 661 2521518 Check N/A N/A GRANTEE MAINTENANCE EUROPE 68 194890 Check N/A N/A GRANTEE COST OF LIVING EUROPE 554 4023966 Check N/A N/A INSURANCE EUROPE 288 88956 Check N/A N/A SCHOLARSHIPS EUROPE 1045 13704804 Check N/A N/A TRAVEL AND FIELD TRIPS EUROPE 539 2141955 Check N/A N/A TUITION EUROPE 198 1694923 Check N/A N/A GRANTEE MAINTENANCE MIDDLE EAST AND NORTH AF 1 1000 Check N/A N/A GRANTEE COST OF LIVING MIDDLE EAST AND NORTH AF 296 2599764 Check N/A N/A INSURANCE MIDDLE EAST AND NORTH AF 72 26447 Check N/A N/A SCHOLARSHIPS MIDDLE EAST AND NORTH AF 182 2781666 Check N/A N/A TRAVEL AND FIELD TRIPS MIDDLE EAST AND NORTH AF 84 367575 Check N/A N/A TUITION MIDDLE EAST AND NORTH AF 69 1214318 Check N/A N/A GRANTEE MAINTENANCE NORTH AMERICA 4 1434 Check N/A N/A GRANTEE COST OF LIVING NORTH AMERICA 77 276862 Check N/A N/A INSURANCE NORTH AMERICA 24 5301 Check N/A N/A SCHOLARSHIPS NORTH AMERICA 23 361167 Check N/A N/A TRAVEL AND FIELD TRIPS NORTH AMERICA 74 344804 Check N/A N/A TUITION NORTH AMERICA 42 164160 Check N/A N/A GRANTEE MAINTENANCE RUSSIA AND THE NEWLY IND 21 77965 Check N/A N/A GRANTEE COST OF LIVING RUSSIA AND 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INSURANCE SUB-SAHARAN AFRICA 92 11376 Check N/A N/A SCHOLARSHIPS SUB-SAHARAN AFRICA 277 3723922 Check N/A N/A TRAVEL AND FIELD TRIPS SUB-SAHARAN AFRICA 226 1136630 Check N/A N/A TUITION SUB-SAHARAN AFRICA 79 196395 Check N/A N/A true false true true false true SCHEDULE F, PART I, LINE 2 PROCEDURES FOR MONITORING GRANTS OUTSIDE THE UNITED STATES OVERALL: OPERATIONS ARE MANAGED BY THE PROGRAM MANAGERS AND VARIOUS DEPARTMENTS WITHIN FINANCE AND ADMINISTRATION (I.E., CONTROLLER'S DIVISION, GRANTS AND CONTRACTS, LEGAL SERVICES AND ADMINISTRATIVE SERVICES). THERE IS REGULAR MONTHLY MONITORING BY THESE MANAGERS. PERIODIC REPORTS ARE SUBMITTED TO THE SPONSOR PER CONTRACT OR GRANT REQUIREMENTS. BUDGETS: BUDGETS ARE ESTABLISHED ON A DIVISIONAL AND PROGRAM BASIS WITH COORDINATION BY THE PROGRAM DIRECTORS. VARIANCES ARE REVIEWED EACH MONTH BY THE PROGRAM DIRECTORS. IIE USES BUDGET TO ACTUAL REPORTS THAT ARE UPDATED WEEKLY TO MONITOR PERFORMANCE. MID-YEAR BUDGET REVIEWS ARE PERFORMED BY SENIOR MANAGEMENT TO REVIEW THE ACTIVITIES OF ALL PROGRAMS AND ADJUST TO CHANGES IN BUDGET ASSUMPTIONS. PAYMENTS: PAYMENTS FOR DISBURSEMENTS AND REIMBURSEMENTS RELATING TO ALL GRANT FUNDS REQUIRE APPROPRIATE SUPPORTING DOCUMENTATION. BEFORE PAYMENTS ARE MADE, GRANTEES AND VENDORS ARE CHECKED AGAINST THE EXCLUDED PARTIES LIST SYSTEM (EPLS) TO ENSURE THESE PAYEES ARE IN COMPLIANCE WITH APPROPRIATE RULES AND REGULATIONS. UPON APPROVAL FROM EPLS, PAYMENTS WILL INCLUDE AGREEMENTS STATING THE TERMS OF THE GRANT SIGNED BY IIE AND THE GRANTEE OR VENDOR AND IIE SUPERVISOR/MANAGER LEVEL APPROVED PAYMENT DOCUMENTS TO PROCESS EACH OF THE DISBURSEMENTS OR REIMBURSEMENTS. ALL COSTS ASSOCIATED WITH THESE PAYMENTS ARE CONTROLLED BY PROGRAM MANAGEMENT AS WELL AS THE FINANCE TEAM WHO ENSURE THAT THE PAYMENTS ARE RELATED TO ALLOWABLE AND SPONSOR APPROVED ACTIVITIES. SEVIS: IIE REPORTS TO THE STUDENT AND EXCHANGE VISITOR PROGRAM (SEVP) WHICH SERVES AS THE BRIDGE FOR VARIED GOVERNMENT ORGANIZATIONS THAT HAVE AN INTEREST IN INFORMATION ON FOREIGN STUDENTS. SEVP USES WEB-BASED TECHNOLOGY, THE STUDENT AND EXCHANGE VISITOR INFORMATION SYSTEM (SEVIS), TO TRACK AND MONITOR SCHOOLS AND PROGRAMS, STUDENTS, EXCHANGE VISITORS AND THEIR DEPENDENTS THROUGHOUT THE DURATION OF APPROVED PARTICIPATION WITHIN THE U.S. EDUCATION SYSTEM. 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OREGON 936015767 501(C)(3) 2172142 N/A N/A UNIVERSITY OF PENNSYLVANIA 231352685 501(C)(3) 96573 N/A N/A UNIVERSITY OF RHODE ISLAND 056014351 501(C)(3) 430007 N/A N/A UNIVERSITY OF SOUTH FLORIDA 590879015 501(C)(3) 7014 N/A N/A UNIVERSITY OF TEXAS 741587488 501(C)(3) 2433288 N/A N/A UNIVERSITY OF VIRGINIA 541682176 501(C)(3) 366414 N/A N/A UNIVERSITY OF WASHINGTON 943079432 501(C)(3) 442541 N/A N/A UNIVERSITY OF WISCONSIN 391742564 501(C)(3) 154615 N/A N/A VANDERBILT UNIVERSITY 620476822 501(C)(3) 216060 N/A N/A VERMONT COUNCIL ON WORLD AFFAIRS 036010787 501(C)(3) 74201 N/A N/A VIRGINIA COMMONWEALTH UNIVERSITY 540757884 501(C)(3) 153737 N/A N/A VIRGINIA POLYTECHNIC INSTITUTE 546001805 501(C)(3) 284403 N/A N/A VMI RESEARCH LABORATORIES INC 540737652 501(C)(3) 241265 N/A N/A WESTERN KENTUCKY UNIVERSITY 611251555 501(C)(3) 350645 N/A N/A WORLDCHICAGO 362406639 501(C)(3) 75000 N/A N/A 81 GRANTEE MAINTENANCE 4461 6119954 N/A N/A GRANTEE COST OF LIVING 8597 83946415 N/A N/A INSURANCE 887 367763 N/A N/A SCHOLARSHIPS 257 2108010 N/A N/A TRAVEL AND FIELD TRIPS 3050 11593006 N/A N/A TUITION 4125 46059890 N/A N/A SCHEDULE I, PART I, LINE 2 PROCEDURES FOR MONITORING GRANTS IN THE UNITED STATES OVERALL: OPERATIONS ARE MANAGED BY THE PROGRAM MANAGERS AND VARIOUS DEPARTMENTS WITHIN FINANCE AND ADMINISTRATION (I.E., CONTROLLER'S DIVISION, GRANTS AND CONTRACTS, LEGAL SERVICES AND ADMINISTRATIVE SERVICES). THERE IS REGULAR MONTHLY MONITORING BY THESE MANAGERS. PERIODIC REPORTS ARE SUBMITTED TO THE SPONSOR PER CONTRACT OR GRANT REQUIREMENTS. BUDGETS: BUDGETS ARE ESTABLISHED ON A DIVISIONAL AND PROGRAM BASIS WITH COORDINATION BY THE PROGRAM DIRECTORS. VARIANCES ARE REVIEWED EACH MONTH BY THE PROGRAM DIRECTORS. IIE USES BUDGET TO ACTUAL REPORTS THAT ARE UPDATED WEEKLY TO MONITOR PERFORMANCE. MID-YEAR BUDGET REVIEWS ARE PERFORMED BY SENIOR MANAGEMENT TO REVIEW THE ACTIVITIES OF ALL PROGRAMS AND ADJUST TO CHANGES IN BUDGET ASSUMPTIONS. PAYMENTS: PAYMENTS FOR DISBURSEMENTS AND REIMBURSEMENTS RELATING TO ALL GRANT FUNDS REQUIRE APPROPRIATE SUPPORTING DOCUMENTATION. BEFORE PAYMENTS ARE MADE, GRANTEES AND VENDORS ARE CHECKED AGAINST THE EXCLUDED PARTIES LIST SYSTEM (EPLS) TO ENSURE THESE PAYEES ARE IN COMPLIANCE WITH APPROPRIATE RULES AND REGULATIONS. UPON APPROVAL FROM EPLS, PAYMENTS WILL INCLUDE AGREEMENTS STATING THE TERMS OF THE GRANT SIGNED BY IIE AND THE GRANTEE OR VENDOR AND IIE SUPERVISOR/MANAGER LEVEL APPROVED PAYMENT DOCUMENTS TO PROCESS EACH OF THE DISBURSEMENTS OR REIMBURSEMENTS. ALL COSTS ASSOCIATED WITH THESE PAYMENTS ARE CONTROLLED BY PROGRAM MANAGEMENT AS WELL AS THE FINANCE TEAM WHO ENSURE THAT THE PAYMENTS ARE RELATED TO ALLOWABLE AND SPONSOR APPROVED ACTIVITIES. SEVIS: IIE REPORTS TO THE STUDENT AND EXCHANGE VISITOR PROGRAM (SEVP) WHICH SERVES AS THE BRIDGE FOR VARIED GOVERNMENT ORGANIZATIONS THAT HAVE AN INTEREST IN INFORMATION ON FOREIGN STUDENTS. SEVP USES WEB-BASED TECHNOLOGY, THE STUDENT AND EXCHANGE VISITOR INFORMATION SYSTEM (SEVIS), TO TRACK AND MONITOR SCHOOLS AND PROGRAMS, STUDENTS, EXCHANGE VISITORS AND THEIR DEPENDENTS THROUGHOUT THE DURATION OF APPROVED PARTICIPATION WITHIN THE U.S. EDUCATION SYSTEM. X X X true true X X X X X true true false false false false false false false DR ALLAN E GOODMAN 401157 0 0 0 89390 0 49000 0 6472 0 546019 0 0 0 MS PEGGY BLUMENTHAL 297209 0 0 0 8382 0 49000 0 4731 0 359322 0 0 0 MS EDITH CECIL 206027 0 0 0 17576 0 44000 0 3325 0 270928 0 0 0 MR BRIAN CHEN 244455 0 0 0 1242 0 46500 0 6525 0 298722 0 0 0 MS JAYE CHEN 151670 0 50000 0 15860 0 33000 0 8200 0 258730 0 0 0 MS DANIELA Z KAISTH 159624 0 0 0 33420 0 24000 0 7737 0 224781 0 0 0 MR DENNIS W KEAR 157891 0 0 0 4115 0 38000 0 7451 0 207457 0 0 0 MS MARY E KIRK 227113 0 0 0 1131 0 44664 0 3827 0 276735 0 0 0 MR MARK S LAZAR 180911 0 0 0 5425 0 27346 0 4765 0 218447 0 0 0 MR MARK D MOYER 278975 0 0 0 18018 0 40375 0 6785 0 344153 0 0 0 MS SABINE U O'HARA 85969 0 0 0 135039 0 23438 0 2531 0 246977 0 0 0 MR ROBERT E SLATTERY 161675 0 0 0 4267 0 31350 0 3325 0 200617 0 0 0 MS JOAN WALL 156201 0 0 0 20385 0 43000 0 5167 0 224753 0 0 0 MS ELIZABETH KHALIFA 142853 0 4000 0 653 0 26335 0 18360 0 192201 0 0 0 MS JAGRITI PAREKH 130569 0 7000 0 12293 0 27868 0 4358 0 182088 0 0 0 MR KIRK LENGA 129210 0 3500 0 273 0 26899 0 9445 0 169327 0 0 0 MS ELIZABETH GLANS 127165 0 0 0 389 0 26479 0 5885 0 159918 0 0 0 MR EDWARD ROSLOF 139115 0 10000 0 690 0 15000 0 10885 0 175690 0 0 0 MR PETER DONDERO 172918 0 9000 0 1597 0 11255 0 6895 0 201665 0 0 0 MS NANCY OVERHOLT 138256 0 0 0 1242 0 14536 0 7107 0 161141 0 0 0 MR STEVEN STEIGLEDER 136975 0 0 0 631 0 16720 0 2362 0 156688 0 0 0 SCHEDULE J, PART I, LINE 1A TRAVEL FOR COMPANIONS: THERE IS A HOME LEAVE POLICY IN WHICH INTERNATIONAL DIRECTORS THAT HAVE RELOCATED FOR THE ORGANIZATION ARE ALLOWED TO TRAVEL HOME ONCE EVERY TWO YEARS WITH THEIR FAMILY. HOUSING ALLOWANCE: ONE OF THE HIGHEST COMPENSATED EMPLOYEES, ELIZABETH KHALIFA, RECEIVES HOUSING ALLOWANCE. THIS EMPLOYEE IS AN INTERNATIONAL DIRECTOR LIVING OUTSIDE THE U.S. SOCIAL CLUB DUES: DR. ALLAN E. GOODMAN, CEO, IS A MEMBER OF THE CITY CLUB OF WASHINGTON AT FRANKLIN SQUARE WHICH IS LESS THAN $10K A YEAR. THE VENUE WAS USED FOR INSTITUTE LUNCHEONS AND BOARD EVENTS. HE ENDED HIS MEMBERSHIP IN AUGUST 2011. SCHEDULE J, PART I, LINE 4A SEVERANCE PAYMENT SABINE O'HARA RECEIVED SEVERANCE FOR APPROXIMATELY $105,000 DURING THE CALENDAR YEAR 2010. SCHEDULE J, PART I, LINE 4B PARTICIPATION IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN THE CEO CAN PARTICIPATE IN THE 457(F) PLAN. THE CEO RECEIVED A CONTRIBUTION OF $21,000 DURING THE CALENDAR YEAR 2010. FORM 990, PART III, LINE 1 ORGANIZATION'S MISSION INSTITUTE OF INTERNATIONAL EDUCATION IS AN INTERNATIONAL NON-GOVERNMENTAL ORGANIZATION THAT FOCUSES ON (1) PROMOTING CLOSER EDUCATIONAL RELATIONS BETWEEN THE PEOPLE OF THE UNITED STATES AND THOSE OF OTHER COUNTRIES. (2) STRENGTHENING AND LINKING INSTITUTIONS OF HIGHER LEARNING GLOBALLY. (3) RESCUING THREATENED SCHOLARS AND ADVANCING ACADEMIC FREEDOM. (4) BUILDING LEADERSHIP SKILLS AND ENHANCING THE CAPACITY OF INDIVIDUALS AND ORGANIZATIONS TO ADDRESS LOCAL AND GLOBAL CHALLENGES. FORM 990, PART III, LINE 4A - 4D PROGRAM SERVICE ACCOMPLISHMENTS: LINE 4A - INTERNATIONAL EXCHANGE OF STUDENTS AND SCHOLARS: EXPENSES $260,436,522 INCLUDING GRANTS OF$201,153,528;REVENUE$13,962,255 BY IMPLEMENTING SOME OF THE WORLD'S MOST PRESTIGIOUS AND INNOVATIVE SCHOLARSHIP PROGRAMS IN A FAIR, OPEN, AND TRANSPARENT MANNER, THE INSTITUTE PROVIDES TALENT FROM AROUND THE WORLD WITH ACCESS TO LEADING INSTITUTIONS OF HIGHER EDUCATION AND THE INTERNATIONAL EXPERIENCE THAT IS CRITICAL TO SUCCESS IN THE 21ST CENTURY WORKPLACE. THESE PROGRAMS ARE VITAL TO PROMOTING MUTUAL UNDERSTANDING AND DEVELOPING GLOBAL LEADERS. EXAMPLES INCLUDE THE FULBRIGHT STUDENT AND FULBRIGHT SCHOLAR PROGRAMS WHICH ARE SPONSORED BY THE UNITED STATES DEPARTMENT OF STATE. LINE 4B - LEADERSHIP DEVELOPMENT EDUCATIONAL SERVICES: EXPENSES: $64,329,715 INCLUDING GRANTS OF $54,020,193; REVENUE:$941,208 THE INSTITUTE IMPLEMENTS PROGRAMS TO BUILD LEADERSHIP SKILLS AND ENHANCE THE CAPACITY OF INDIVIDUALS AND ORGANIZATIONS TO ADDRESS LOCAL AND GLOBAL CHALLENGES. LONG AND SHORT TERM TRAINING PROGRAMS IMPLEMENTED BY THE INSTITUTE CONNECT STUDENTS AND PROFESSIONALS WITH PEERS AND COLLEAGUES AROUND THE WORLD TO GAIN THE SKILLS AND INTERNATIONAL PERSPECTIVES THEY WILL NEED TO FORGE SOLUTIONS TO GLOBAL CHALLENGES. EXAMPLES INCLUDE NATIONAL SECURITY EDUCATION PROGRAMS SPONSORED BY THE UNITED STATES DEPARTMENT OF DEFENSE, AND USAID PROGRAMS. LINE 4C - HIGHER EDUCATION INSTITUTIONAL DEVELOPMENT: EXPENSES: $13,946,442 INCLUDING GRANTS OF $5,660,511; REVENUE:$6,255,288 THE INSTITUTE WORKS CLOSELY WITH PUBLIC AND PRIVATE HIGHER EDUCATION INSTITUTIONS TO DEVELOP HIGH-QUALITY ACADEMIC EXCHANGE PROGRAMS IN COORDINATION WITH GOVERNMENTAL AND NON-GOVERNMENTAL ORGANIZATIONS AND CORPORATIONS. LEVERAGING EXTENSIVE NETWORKS AND EXPERTISE WITHIN THE HIGHER EDUCATION COMMUNITY WORLDWIDE, THE INSTITUTE IS UNIQUELY POSITIONED TO HELP SHAPE NEW UNIVERSITIES AND EXPAND THE CAPABILITIES AND RELATIONSHIPS OF EXISTING ACADEMIC INSTITUTIONS. THE INSTITUTE ALSO HELPS IDENTIFY AND DEVELOP RELATIONSHIPS WITH UNIVERSITIES IN THE US AND OTHER COUNTRIES. EXAMPLES OF THESE RELATIONSHIPS INCLUDE KING ABDULLAH UNIVERSITY OF SCIENCE AND TECHNOLOGY (KAUST) AND NEW YORK UNIVERSITY, ABU DHABI. LINE 4D - EMERGENCY STUDENT AND SCHOLAR ASSISTANCE: EXPENSES:$6,426,084 INCLUDING GRANTS OF $3,515,002; REVENUE:$144,789 THE INSTITUTE PROVIDES EMERGENCY ASSISTANCE TO SCHOLARS AND STUDENTS THROUGHOUT THE WORLD. THROUGH THE SCHOLAR RESCUE FUND, THE INSTITUTE PROVIDES SUPPORT AND SAFE HAVEN TO ACADEMICS WHO ARE PERSECUTED AS A RESULT OF THEIR ACADEMIC WORK. THROUGH THE EMERGENCY STUDENT FUND, THE INSTITUTE PROVIDES SUPPORT TO STUDENTS FACING EMERGENCIES AND CRISES SUCH AS ILLNESS OR NATURAL DISASTERS. LINE 4D - RESEARCH AND PUBLICATIONS: EXPENSES:$1,233,330, INCLUDING GRANTS OF $51,003; REVENUE:$808,015 THE INSTITUTE PRODUCES APPLIED RESEARCH AND POLICY ANALYSIS IN THE FIELD OF INTERNATIONAL EDUCATION AND STUDENT MOBILITY. AN EXAMPLE IS "OPEN DOORS," A COMPREHENSIVE INFORMATION RESOURCE PRODUCED WITH SUPPORT FROM THE UNITED STATES DEPARTMENT OF STATE THAT DOCUMENTS AND ANALYZES ACADEMIC MOBILITY BETWEEN THE US AND THE NATIONS OF THE WORLD. THE INSTITUTE ALSO PROVIDES RESEARCH AND PROGRAM EVALUATION SERVICES TO DOMESTIC AND INTERNATIONAL GOVERNMENT AGENCIES, NONGOVERNMENTAL ORGANIZATIONS AND FOUNDATIONS. THE INSTITUTE'S PUBLICATIONS, CONFERENCES AND MEMBERSHIP ORGANIZATION (IIE NETWORK) ON INTERNATIONAL EDUCATION TOPICS AND GUIDES TO INTERNATIONAL STUDY PROGRAMS AND FUNDING HELP GUIDE POLICIES AND PROGRAMS IN THE FIELD OF INTERNATIONAL EDUCATION. FORM 990, PART V, LINE 4B FOREIGN COUNTRIES CHINA; HUNGARY; MEXICO; THAILAND; VIETNAM; EGYPT; INDIA; RUSSIA; UKRAINE; ETHIOPIA; UNITED KINGDOM; INDONESIA. FORM 990, PART VI, LINE 2 FAMILY AND BUSINESS RELATIONSHIPS 1. H. JARECKI, TRUSTEE, AND M. KAPLAN, TRUSTEE - BUSINESS RELATIONSHIP 2. H. JARECKI, TRUSTEE, AND T. RUSSO, TRUSTEE - BUSINESS RELATIONSHIP FORM 990, PART VI, LINE 11A REVIEW PROCESS FOR FORM 990 THE ORGANIZATION'S AUDIT COMMITTEE REVIEWS THE FINAL FORM 990. THE FINAL FORM 990 IS THEN DISTRIBUTED TO THE EXECUTIVE COMMITTEE AND THEN THE BOARD OF TRUSTEE MEMBERS BEFORE FILING. FORM 990, PART VI, LINE 12C CONFLICT OF INTEREST POLICY THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO ALL OFFICERS, TRUSTEES AND EMPLOYEES. UPDATED ANNUAL DISCLOSURES ARE REQUIRED FROM EACH RECIPIENT. THIS PROCESS IS MONITORED BY HUMAN RESOURCES AND THE SECRETARY OF THE BOARD. FORM 990, PART VI, LINE 15A & 15B COMPENSATION POLICY THE COMPENSATION/HUMAN RESOURCES COMMITTEE REVIEWS THE SALARIES FOR THE OFFICERS ANNUALLY. THEIR LAST MEETING WAS HELD ON SEPTEMBER 8, 2011. THERE IS AN OUTSIDE CONSULTING FIRM THAT IS HIRED EVERY THREE (3) YEARS THAT PERFORMS A PEER ANALYSIS ON THE COMPENSATION OF THE ORGANIZATION'S OFFICERS. PERFORMANCE AND MERIT ARE CONSIDERED FOR BONUSES AND SALARY INCREASES. THE COMPENSATION COMMITTEE APPROVES COMPENSATION FOR THE PRESIDENT, OFFICERS AND SELECTED SENIOR STAFF WHICH IS SUBJECT TO RATIFICATION BY THE BOARD OF TRUSTEES. FORM 990, PART VI, LINE 19 DOCUMENTS AVAILABLE FOR PUBLIC INSPECTION INSTITUTE OF INTERNATIONAL EDUCATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. THE CONSOLIDATED FINANCIAL STATEMENTS ARE AVAILABLE ON IIE'S WEBSITE. FORM 990, PART VII AVERAGE HOURS J. CHEN, AN OFFICER OF IIE, SPENDS ON AVERAGE ONE HOUR EACH WEEK ON INTERNATIONAL FELLOWSHIPS FUND, A RELATED ENTITY. FORM 990, PART XI, LINE 5 OTHER CHANGES IN NET ASSETS OR FUND BALANCES UNREALIZED LOSS ON INVESTMENTS: ($4,256,998) INTERNATIONAL FELLOWSHIPS FUND INC 809 UNITED NATIONS PLAZA 9 FL NEW YORK NY 10017 134162722 SUPPORT ORG DE 501(c)(3) 11A - I IIE INDONESIAN INTERNATIONAL EDUCATION FDN MENARA IMPERIUM 28TH FL JAKARTA INDONESIA ID 12980 EDUC EXCHANGE ID FGN EXEMPT IIE INSTITUTE INTL EDUCATION NONPROFIT LTD BUDAPEST HUNGARY HU EDUC EXCHANGE HU FGN EXEMPT IIE CHARITABLE REMAINDER TRUST (1) EDUCATION GRANTS TX IIE TRUST false false true false false false false false false false true false true true false true false true INTERNATIONAL FELLOWSHIPS FUND INC C 2139987 INTERNATIONAL FELLOWSHIPS FUND INC K 340166 INTERNATIONAL FELLOWSHIPS FUND INC M 204451 INTERNATIONAL FELLOWSHIPS FUND INC N 973169 INTERNATIONAL FELLOWSHIPS FUND INC P 404309