INSTITUTE OF INTERNATIONAL FINANCE INC: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
INSTITUTE OF INTERNATIONAL FINANCE INC (EIN 52-1289843)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-11-02
IRS object ID
201103069349300840
Schema version
2010v3.4
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-11-02T14:23:24-05:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1LARSONALLEN LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line12900 SOUTH QUINCY ST SUITE 150AddressLine1
CityARLINGTONCity
StateVAState
ZIP Code22206ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN521289843EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1INSTITUTE OF INTERNATIONAL FINANCE INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlINSTNameControl
Phone2028573600Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11333 H STREET NW NO 800EAddressLine1
CityWASHINGTONCity
StateDCState
ZIP Code200054770ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameCHARLES DALLARAName
TitleMANAGING DIRECTORTitle
Phone2028573600Phone
Date Signed2011-11-01DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
Phone7039985100Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonCHARLES DALLARANameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line11333 H STREET NW NO 800EAddressLine1
CityWASHINGTONCity
StateDCState
ZIP Code200054770ZIPCode
FieldValueIRS element (for citing)
Gross Receipts28962298GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteWWW.IIF.COMWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1982YearFormation
State Legal DomicileDCStateLegalDomicile
Activity Or Mission DescriptionTO SUPPORT THE FINANCIAL INDUSTRY IN PRUDENTLY MANAGING RISKS, INCLUDING SOVEREIGN RISK; IN DEVELOPING BEST PRACTICES AND STANDARDS; AND IN ADVOCATING REGULATORY, FINANCIAL, AND ECONOMIC POLICIES THAT ARE IN THE BROAD INTEREST OF OUR MEMBERS AND FOSTER GLOBAL FINANCIAL STABILITY.ActivityOrMissionDescription
Nbr Voting Members Governing Body34NbrVotingMembersGoverningBody
Nbr Independent Voting Members33NbrIndependentVotingMembers
Total Nbr Employees96TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year25635824ProgramServiceRevenuePriorYear
Program Service Revenue CY27324820ProgramServiceRevenueCY
Investment Income Prior Year-1447534InvestmentIncomePriorYear
Investment Income Current Year687324InvestmentIncomeCurrentYear
Other Revenue Prior Year51522OtherRevenuePriorYear
Other Revenue Current Year89890OtherRevenueCurrentYear
Total Revenue Prior Year24239812TotalRevenuePriorYear
Total Revenue Current Year28102034TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year15779895SalariesEtcPriorYear
Salaries Etc Current Year19131788SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year8745279OtherExpensePriorYear
Other Expenses Current Year9523663OtherExpensesCurrentYear
Total Expenses Prior Year24525174TotalExpensesPriorYear
Total Expenses Current Year28655451TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-285362RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-553417RevenuesLessExpensesCY
Total Assets BOY22793088TotalAssetsBOY
Total Assets EOY28050995TotalAssetsEOY
Total Liabilities BOY3000309TotalLiabilitiesBOY
Total Liabilities EOY8743393TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY19792779NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY19307602NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTO SUPPORT THE FINANCIAL INDUSTRY IN PRUDENTLY MANAGING RISKS, INCLUDING SOVEREIGN RISK; IN DEVELOPING BEST PRACTICES AND STANDARDS; AND IN ADVOCATING REGULATORY, FINANCIAL, AND ECONOMIC POLICIES THAT ARE IN THE BROAD INTEREST OF OUR MEMBERS AND FOSTER GLOBAL FINANCIAL STABILITY.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
DescriptionECONOMIC AND FINANCIAL ANALYSIS - THE INSTITUTE PROVIDES ITS MEMBERS WITH HIGH-QUALITY, TIMELY, AND IMPARTIAL ANALYSIS AND RESEARCH ON GLOBAL FINANCIAL AND ECONOMIC DEVELOPMENTS AND OTHER CENTRAL ISSUES IN GLOBAL FINANCE. OUR ANALYSIS BENEFITS FROM IN-DEPTH COVERAGE OF MAJOR MATURE ECONOMIES AND FINANCE. IN 2010, WE PUBLISHED 114 RESEARCH NOTES, 92 INSIGHTS, 4 REGIONAL REPORTS; 3 CAPITAL FLOWS REPORTS; 11 MONTHLY GLOBAL ECONOMIC MONITORS; 11 CAPITAL MARKET MONITORS; DAILY ECONOMIC AND MARKET BRIEFINGS IN ADDITION TO SEVERAL OTHER RESEARCH REPORTS. IN ADDITION TO THESE REPORTS, IIF ECONOMISTS PROVIDE ECONOMIC BRIEFINGS IN A VARIETY OF GLOBAL AND REGIONAL VENUES.Description

Activity2 Activity2

FieldValueIRS element (for citing)
DescriptionEVENTS AND TRAINING PROGRAMS - THE INSTITUTE PROVIDES A WIDE RANGE OF GLOBAL AND REGIONAL OPPORTUNITIES FOR MEMBERS TO GATHER AND DISCUSS ISSUES OF COMMON INTEREST AND CONCERN ON GLOBAL FINANCIAL AND ECONOMIC ISSUES. IN 2010, THE AFTERMATH OF THE GLOBAL FINANCIAL CRISIS, THE GLOBAL ECONOMIC RECOVERY, AND THE EUROPEAN DEBT CRISIS, FIGURED PROMINENTLY IN ALL OUR EVENTS WHICH TOTALED APPROXIMATELY 100 AND INCLUDED PRESENTATIONS ON THE FINANCIAL AND ECONOMIC OUTLOOK, DISCUSSIONS ON RISK MANAGEMENT, DISSEMINATION OF MARKET BEST PRACTICES, ANALYSIS OF THE RECOVERY, RECOMMENDATIONS FOR THE G20, AMONG OTHER THINGS.Description

Activity3 Activity3

FieldValueIRS element (for citing)
DescriptionGLOBAL FINANCIAL SERVICES REGULATION - THE FOCUS OF THE INSTITUTE'S REGULATORY AFFAIRS WORK IS TWO-FOLD: TO SERVE AS A FORUM FOR DIALOGUE WITH OFFICIALS ON KEY ISSUES AFFECTING THE GLOBAL FINANCIAL SERVICES INDUSTRY AND TO IDENTITY AND DISSEMINATE BEST PRACTICES AND INDUSTRY STANDARDS IN SUCH AREAS AS RISK MANAGEMENT, CORPORATE GOVERNANCE, AND REGULATORY COMPLIANCE. IN 2010, THE IIF RELEASED ITS REPORTS ON "SYSTEMIC RISK AND SYSTEMICALLY IMPORTANT FIRMS" AND "A GLOBAL APPROACH TO RESOLVING FAILING FINANCIAL FIRMS" WHICH BOTH ADDRESSED KEY ISSUES RELATED TO THE FINANCIAL CRISIS. THE INSTITUTE HAS ALSO EMPHASIZED THE NEED FOR THE FINANCIAL SERVICES INDUSTRY TO EXAMINE AND IMPROVE ITS OWN PRACTICES AND, CONTINUED TO REVIEW AND ENCOURAGE THE IMPLEMENTATION OF INDUSTRY BEST PRACTICES. THE IIF CONTINUES TO SERVE AS A FORUM FOR DIALOGUE WITH THE FINANCIAL STABILITY BOARD (FSB), BASEL COMMITTEE ON BANKING SUPERVISION (BCBS), AND THE INTERNATIONAL ORGANIZATION OF SECURITIES COMMISSIONS (IOSCO), AMONG OTHERS.Description

Activity Other ActivityOther

FieldValueIRS element (for citing)
DescriptionCAPITAL MARKETS AND EMERGING MARKETS POLICY - THE IIF WORKS WITH POLICYMAKERS, REGULATORS, AND MULTILATERAL ORGANIZATIONS TO STRENGTHEN THE EFFICIENCY, TRANSPARENCY, STABLILITY, AND COMPETITIVENESS OF THE GLOBAL FINANCIAL SYSTEM, WITH AN EMPHASIS ON VOLUNTARY, MARKET-BASED APPROACHES TO CRISIS PREVENTION AND MANAGEMENT, AND PROMOTES THE DEVELOPMENT OF SOUND FINANCIAL SYSTEMS, WITH AN EMPHASIS ON EMERGING MARKETS. IN 2010, THE INSTITUTE CONTINUED TO ADVANCE THE IMPLEMENTATION OF THE PRINCIPLES FOR STABLE CAPITAL FLOWS AND FAIR DEBT RESTRUCTURING IN EMERGING MARKETS AS PART OF ITS ONGOING MISSION TO STRENGTHEN THE FRAMEWORK FOR STABLE CAPITAL FLOWS TO EMERGING MARKETS. DURING 2010, THE PRINCIPLES IMPLEMENTATION PROCESS SUPPORTED TRADITIONAL CRISIS PREVENTION AND RESOLUTION CASES IN ADDITION TO PROVIDING GUIDANCE RELATED TO THE EUROPEAN DEBT CRISIS. THE BENEFITS OF A COOPERATIVE, TRANSPARENT, AND MARKET-BASED APPROACH TO GOOD FAITH NEGOTIATIONS IN THESE CASES CONTRIBUTED TO THE RESTORATION OF EXTERNAL MARKET ACCESS IN COUNTRIES SUPPORTED BY DEBT-RELIEF PROGRAMS.MEMBERSHIP DEVELOPMENT - MEMBERSHIP DEVELOPMENT ACTIVITIES INCLUDE, AMONG OTHER THINGS, ONE-ON-ONE MEETINGS WITH OUR MEMBERS TO DISCUSS ISSUES OF CONCERN TO THEM AND TO EXPLAIN THE RANGE OF PRODUCTS AND SERVICES AVAILABLE TO THEM. IT ALSO INCLUDES PRESS RELATIONS AS MANY OF THE TOPICS WE COVER ANALYTICALLY ARE OF INTEREST TO THE PRESS.Description
FieldValueIRS element (for citing)
Described In501 C30DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office1ForeignOffice
Foreign Activities1ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109650NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees96NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account1ForeignFinancialAccount
Name Of Foreign CountryCHNameOfForeignCountry
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members34NbrVotingGoverningBodyMembers
Number Independent Voting Members33NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs1ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval1DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body0Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement0RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number2028573600TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11333 H STREET NW NO 800EAddressLine1
CityWASHINGTONCity
StateDCState
ZIP Code200054770ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (50 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployee
JOSEF ACKERMANN
CHAIRMAN2.00XX000
ROBERT E SETUBAL
VICE CHAIRMAN2.00XX000
FRANCISCO GONZALEZ
VICE CHAIRMAN2.00XX000
MARCUS WALLENBERG
TREASURER2.00XX000
HASSAN EL SAYED ABDALLA
BOARD DIRECTOR2.00X000
YANNIS S COSTOPOULOS
BOARD DIRECTOR2.00X000
IBRAHIM S DABDOUB
BOARD DIRECTOR2.00X000
OSWALD GRUEBEL
BOARD DIRECTOR2.00X000
JAN HOMMEN
BOARD DIRECTOR2.00X000
JIANG JIANQING
BOARD DIRECTOR2.00X000
K VAMAN KAMATH
BOARD DIRECTOR2.00X000
WALTER B KIELHOLZ
BOARD DIRECTOR2.00X000
NOBUO KUROYANAGI
BOARD DIRECTOR2.00X000
FREDERIE OUDEA
BOARD DIRECTOR2.00X000
CORRADO PASSERA
BOARD DIRECTOR2.00X000
BAUDOUIN PROT
BOARD DIRECTOR2.00X000
URS ROHNER
BOARD DIRECTOR2.00X000
PETER SANDS
BOARD DIRECTOR2.00X000
YASUHIRO SATO
BOARD DIRECTOR2.00X000
RICK WAUGH
VICE CHAIRMAN2.00XX000
CHARLES DALLARA
MANAGING DIRECTOR40.00XX35244960624500
WALTER BAYLY
BOARD DIRECTOR2.00X000
MARTIN BLESSING
BOARD DIRECTOR2.00X000
GARY D COHN
BOARD DIRECTOR2.00X000
YOON-DAE EUH
BOARD DIRECTOR2.00X000
DOUGLAS FLINT
BOARD DIRECTOR2.00X000
JAMES P GORMAN
BOARD DIRECTOR2.00X000
ROBERT KELLY
BOARD DIRECTOR2.00X000
VIKRAM PANDIT
BOARD DIRECTOR2.00X000
SUZAN SABANCI DINCER
BOARD DIRECTOR2.00X000
MARTIN SENN
BOARD DIRECTOR2.00X000
MICHAEL SMITH
BOARD DIRECTOR2.00X000
JAMES E STALEY
BOARD DIRECTOR2.00X000
ANDREAS TREICHL
BOARD DIRECTOR2.00X000
BARRIE ORELLANA
DIRECTOR40.00X354327024500
YUSUKE HORIGUCHI
1ST DEPUTY MANAGING DIRECT40.00453709024500X
HUNG TRAN
DEPUTY MANAGING DIRECTOR40.00619702024500X
PHILIP SUTTLE
DEPUTY MANAGING DIRECTOR40.00610631024500X
GREGORY FAGER
DIRECTOR40.00456845024500X
GEORGE ABED
DIRECTOR40.00494132024500X
JEFFREY ANDERSON
DIRECTOR40.00452063024500X
FREDERICK JASPERSEN
DIRECTOR40.00389964024500X
DAVID SCHRAA
DIRECTOR40.00482482024500X
ABDESSATAR OUANES
DIRECTOR40.00396368024500X
PAUL WRIGHT
SENIOR DIRECTOR40.00454235024500X
DAVID HEDLEY
DEPUTY DIRECTOR40.00275898024500X
BEJOY DASGUPTA
DEPUTY DIRECTOR40.00307850024500X
LUBOMIR MITOV
DEPUTY DIRECTOR40.00314297024500X
NADER NAZMI
DEPUTY DIRECTOR40.00283990024500X
GARBIS IRADIAN
DEPUTY DIRECTOR40.00224251022038X
FieldValueIRS element (for citing)
Total Reportable Comp From Org10095240TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation1014038TotalOtherCompensation
Number Individuals GT100 K33NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (2 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
VOGL COMMUNICATIONS
2000 P ST NW 408WASHINGTONDC20036PRESS RELATIONS275000
THREESPOT MEDIALLC
3333 14TH ST SUITE 300WASHINGTONDC20010WEBSITE ENHANCEMENT125284
FieldValueIRS element (for citing)
Number Of Contractors GT100 K2NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeExclusionExclusionAmount
MEMBERSHIP DUES9000992420921524209215
SPONSORSHIP INCOME9000992591847$2,591,847
REGISTRATION FEE INCOM900099523758523758
FieldValueIRS element (for citing)
Total Program Service Revenue27324820TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column551295TotalRevenueColumn
Exclusion$551,295ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities996293Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities860264Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities136029Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column136029TotalRevenueColumn
Exclusion$136,029ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionOTHER INCOMEDescription
Business Code900099BusinessCode
Total Revenue Column89890TotalRevenueColumn
Related Or Exempt Function Income89890RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue89890TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column28102034TotalRevenueColumn
Related Or Exempt Function Income24822863RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$3,279,171ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total9288955Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total6830647Total

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total882113Total

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total1476945Total

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total653128Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total324934Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total58181Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total618013Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total1032548Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total1634468Total

Travel Travel

FieldValueIRS element (for citing)
Total2347156Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total2385949Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total415209Total

Insurance Insurance

FieldValueIRS element (for citing)
Total127422Total

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionTotalTotal
DATA SERVICE, SUBSCRIPT424163
TEMPORARY SERVICES150989
MISCELLANEOUS EXPENSES4631

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total28655451Total

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY-62301BOY
EOY-126263EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY11484381BOY
EOY16720086EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY345025BOY
EOY367686EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY374953BOY
EOY612745EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis2985973LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec2114845LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY772151BOY
EOY871128EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY9878879BOY
EOY9605613EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY22793088BOY
EOY28050995EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY1465706BOY
EOY1871542EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY959541BOY
EOY6380516EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY575062BOY
EOY491335EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY3000309BOY
EOY8743393EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY19792779BOY
EOY19307602EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY19792779BOY
EOY19307602EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY22793088BOY
EOY28050995EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses-553417ReconcilationRevenueExpenses
Reconcilation Other Changes68240ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis885145OtherCostOrOtherBasis
Depreciation445976Depreciation
Book Value439169BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis1401928OtherCostOrOtherBasis
Depreciation1121562Depreciation
Book Value280366BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis698900OtherCostOrOtherBasis
Depreciation547307Depreciation
Book Value151593BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings871128TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionDEFERRED RENTDescription
Amount$491,335Amount
FieldValueIRS element (for citing)
Total Of Amounts491335TotalOfAmounts
Total Revenue28102034TotalRevenue
Total Expenses28655451TotalExpenses
Excess Or Deficit For Year-553417ExcessOrDeficitForYear
Net Unrealized GL On Investments68240NetUnrealizedGLOnInvestments
Total Adjustments68240TotalAdjustments
Excess Or Deficit Per FS-485177ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt28170274TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments68240NetUnrealizedGainsInvestments
Revenue Not Rptd F99068240RevenueNotRptdF990
Revenue Subtotal28102034RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form99028102034TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt28655451TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal28655451ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form99028655451TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

FieldValueIRS element (for citing)
ExplanationTHE INSTITUTE ADOPTED THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS ON JANUARY 1, 2009. THE INSTITUTE EVALUATED ITS TAX POSITION AND DETERMINED THAT ITS TAX POSITIONS ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED ON EXAMINATION. THE INSTITUTES TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. THE TAX RETURNS FOR THE YEARS 2007 TO 2009 ARE OPEN FOR EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES.Explanation

Schedule F IRS990ScheduleF

Accts Actvs Out US Table AcctsActvsOutUSTable

FieldValueIRS element (for citing)
RegionEAST ASIA AND THE PACIFICRegion
Number Of Offices1NumberOfOffices
Number Of Employees1NumberOfEmployees
Type Of Activities ConductedMANAGEMENT AND GENERAL EXPENSES FOR START-UP OFFICE IN CHINA.TypeOfActivitiesConducted
Total Expenditures173788TotalExpenditures
FieldValueIRS element (for citing)
Subtotal Number Of Employees1SubtotalNumberOfEmployees
Cont Number Of Employees0ContNumberOfEmployees
Total Number Of Employees1TotalNumberOfEmployees
Subtotal Amount Spent173788SubtotalAmountSpent
Cont Amount Spent0ContAmountSpent
Total Amount Spent173788TotalAmountSpent
Transfer To Foreign Corp0TransferToForeignCorp
Interest In Foreign Trust0InterestInForeignTrust
Own Foreign Corp0OwnForeignCorp
Passive Foreign Invest Co0PassiveForeignInvestCo
Foreign Partnership0ForeignPartnership
Boycott Countries0BoycottCountries

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Personal ServicesXPersonalServices
Written Policy Re T And E Expenses1WrittenPolicyReTAndEExpenses
Substantiation Required1SubstantiationRequired
Compensation CommitteeXCompensationCommittee
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement

Form990 Schedule J Part II Form990ScheduleJPartII (17 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
CHARLES DALLARA
1067628014000000105686806245000004148996000
BARRIE ORELLANA
200365015000003962024500000378827000
YUSUKE HORIGUCHI
2342810150000069428024500000478209000
HUNG TRAN
344702027500000024500000644202000
PHILIP SUTTLE
335631027500000024500000635131000
GREGORY FAGER
310771014000006074024500000481345000
GEORGE ABED
319132017500000024500000518632000
JEFFREY ANDERSON
301198014500005865024500000476563000
FREDERICK JASPERSEN
279650010500005314024500000414464000
DAVID SCHRAA
262335021500005147024500000506982000
ABDESSATAR OUANES
241368015500000024500000420868000
PAUL WRIGHT
249427020000004808024500000478735000
DAVID HEDLEY
21958205200004316024500000300398000
BEJOY DASGUPTA
23518606800004664024500000332350000
LUBOMIR MITOV
23458907500004708024500000338797000
NADER NAZMI
21279406700004196024500000308490000
GARBIS IRADIAN
17925104500000022038000246289000

Form990 Schedule J Part III Form990ScheduleJPartIII

FieldValueIRS element (for citing)
Return ReferencePART I, LINE 1AReturnReference
ExplanationPERSONAL SERVICES TO THE MANAGING DIRECTOR AND IS INCLUDED IN HIS REPORTABLE COMPENSATION.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
FORM 990, PART VI, SECTION A, LINE 4THE BOARD OF DIRECTORS AMENDED THE BYLAWS ON JUNE 10, 2010. THE FOLLOWING IS A SUMMARY OF THE AMENDMENTS: (1) ARTICLE IV, SECTION 3: ANY DIRECTOR MAY BE REMOVED FROM OFFICE BY AN AFFIRMATIVE VOTE OF THE BOARD IF THE ORGANIZATION THE DIRECTOR REPRESENTS IS NO LONGER A MEMBER OF THE INSTITUTE, OR IF THE BOARD CONSIDERS SUCH REMOVAL TO BE IN THE BEST INTERESTS OF THE INSTITUTE. (2) ARTICLE III, SECTION 4(C): (C) THE MEMBERSHIP OF A MEMBER MAY BE TERMINATED BY AN AFFIRMATIVE VOTE OF THE BOARD OF DIRECTORS IF IN ITS DISCRETION THE BOARD BELIEVES THAT SUCH TERMINATION IS IN THE BEST INTERESTS OF THE INSTITUTE. UPON SUCH TERMINATION, A PROPORTIONATE SHARE OF SUCH MEMBERS ANNUAL DUES PAYMENT SHALL BE RETURNED TO THE MEMBER. THE RETURNED SHARE SHALL EQUAL THE PERCENTAGE OF THE MEMBERS ANNUAL DUES PAYMENT THAT IS DETERMINED BY DIVIDING BY TWELVE (12) THE NUMBER OF MONTHS REMAINING IN THE INSTITUTES FISCAL YEAR AFTER THE MEMBERS TERMINATION.
FORM 990, PART VI, SECTION A, LINE 6FULL MEMBERS AND ASSOCIATE MEMBERS
FORM 990, PART VI, SECTION A, LINE 7AFULL MEMBERS ELECT 33 OF THE INSTITUTE'S AUTHORIZED TOTAL OF 34 BOARD MEMBERS.
FORM 990, PART VI, SECTION A, LINE 7BMEMBERS APPROVE THE BOARD RECOMMENDED BUDGET.
FORM 990, PART VI, SECTION B, LINE 11THE FORM 990 IS PREPARED BY THE ACCOUNTING MANAGER, REVIEWED AND FINALIZED BY THE DIRECTOR OF FINANCE, THEN REVIEWED AND SIGNED BY THE MANAGING DIRECTOR BEFORE IT IS FILED WITH THE IRS.
THE BOARD OF DIRECTORS HAVE ESTABLISHED A SEPARATE COMPENSATION COMMITTEE WHICH REVIEWS THE COMPENSATION OF THE ORGANIZATION CEO. THIS INCLUDES A REVIEW OF COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION OF THE ORGANIZATON'S CEO.FORM 990, PART VI, SECTION B, LINE 15A
GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.FORM 990, PART VI, SECTION C, LINE 19
CHANGES IN NET ASSETS OR FUND BALANCES:NET UNREALIZED GAINS ON INVESTMENTS: 68,240.FORM 990, PART XI, LINE 5:

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