2011-02-02T10:05:11-05:00 2010-06-30 Grant Thornton LLP 2010 CORPORATE RIDGE SUITE 400 MCLEAN VA 22102 990 2009-07-01 223087809 INTERNATIONAL RESEARCH & EXCHANGES BOARD INC INTE 2026288188 2121 K STREET NW WASHINGTON DC 20037 MICHAEL LAVELLINE 2022479343 2011-02-03 true 7038477500 2009 2016-02-24 21:20:13Z HON W ROBERT PEARSON PRES 2121 K STREET NW SUITE 700 WASHINGTON DC 20037 60991028 false X HTTP://WWW.IREX.ORG X 1991 NJ International Research & Exchanges Board (IREX) promotes positive lasting change globally. See Schedule O. 15 14 156 14 0 0 55627999 58098014 51823 30669 -731976 269720 0 3595 54947846 58401998 12962815 13422191 0 0 13611988 15769514 0 0 939123 28739041 29187419 55313844 58379124 -365998 22874 21778548 24043780 14377676 16365788 7400872 7677992 See Schedule O. false false 19061600 11109099 See Schedule O. 17226791 4169058 See Schedule O. 17617203 4231782 30669 See Schedule O. 53905594 true true false true false false false false true true true false false true true true true false false false false true true true false false false false false false false false false false false false false false false false false true 91 0 true 156 true false true false false false false false false false 15 14 false false true false false false false true true false false true true false false true true true true false NJ X JIM MOGHADAM CONTROLLER 2026288188 2121 K STREET NW SUITE 700 washington DC 20037 ADRIAN A BASORA 1.0 X 0 0 0 AVIS T BOHLEN 1.0 X 0 0 0 PATRICK BUTLER 1.0 X 0 0 0 Hon WALTER L CUTLER 1.0 X 0 0 0 Hon ADRIAAN JACOBOVITS DE SZEGED 1.0 X 0 0 0 NANCY S DYE 1.0 X 0 0 0 EDWARD M FOUHY 1.0 X 0 0 0 ELIZABETH JONES 1.0 X 0 0 0 ERIC NEWTON 1.0 X 0 0 0 FRANK PONZIO 1.0 X 0 0 0 ABDUL-AZIZ SAID 1.0 X 0 0 0 HASAN A TULUY 1.0 X 0 0 0 HON W ROBERT PEARSON 40.0 X X 251235 0 24614 MARCIA SLOAN LATTA 1.0 X 0 0 0 HENRIK LILJEGREN 1.0 X 0 0 0 PAIGE ALEXANDER 40.0 X 174264 0 22070 MICHAEL LAVELLINE 40.0 X 186883 0 20423 ROBERT CRONIN 40.0 X 158802 0 23166 JOYCE NEVEROV 40.0 X 154153 0 24960 SHELDON MARKOFF 40.0 X 164846 0 16158 Jacqueline Frank 40.0 X 223358 0 2838 FRED DECKER 40.0 X 171047 0 5586 Christopher Cavanaugh 40.0 X 174323 0 2765 LAWRENCE BIRCH 40.0 X 178771 0 17443 1837682 0 160023 13 false true false SEE SCHEDULE O 6 50148069 7949945 58098014 PROJECT INTEREST INCOME 900099 30669 30669 30669 163043 163043 0 0 2695707 2589030 106677 106677 106677 0 0 0 MISCELLANEOUS REVENUE 900099 3595 3595 3595 58401998 30669 0 273315 7540 7540 7982593 7982593 5432058 5432058 0 1095083 561908 468862 64313 0 12410250 10709964 1279860 420426 372030 303623 44341 24066 1265132 1128338 101030 35764 627019 474908 113467 38644 0 131651 91948 36116 3587 201934 48059 153875 0 0 0 3751287 3521250 144431 85606 33480 32968 512 1528376 1354635 160912 12829 236030 236030 0 2708074 2318645 295600 93829 3277129 3047809 115479 113841 0 2556023 2498235 55388 2400 0 0 157558 2980 154578 72313 49819 20986 1508 PARTICIPANTS COSTS 2243650 2243650 SUBCONTRACTORS 8987266 8987266 EQUIPMENT RENTAL & MAINT. 1625695 1574133 39637 11925 PROPERTY & EQUIPMENT 429475 429475 ALUMNI PROGRAM 362023 362023 885455 741767 113303 30385 58379124 53905594 3534407 939123 3939 390929 6017052 5100541 805747 1929269 896249 1705850 852747 531904 213872 320843 13841689 14596348 21778548 24043780 2972668 5193785 11122056 10935166 282952 236837 14377676 16365788 X 4273344 4503589 207528 254403 2920000 2920000 7400872 7677992 21778548 24043780 X false true true X true true X 43062007 46239025 51197882 55627999 58098014 254224927 43062007 46239025 51197882 55627999 58098014 254224927 254224927 157518 193486 239436 229448 163043 982931 240 538 54796 3595 59169 255267027 762482 0.99592 0.99607 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 2381 false false 2381 false 2920000 2920000 2920000 2920000 1.00000 false false 852747 531904 320843 320843 0 DEFERRED RENT 236837 236837 58401998 58379124 22874 22874 65160315 305303 6504071 6809374 58350941 51057 51057 58401998 64883195 6504071 6504071 58379124 58379124 SCHEDULE D, PART V, LINE 4 Investment income earned on the NEH endowment funds is to be used for support of humanities activities in education, public programming, scholarly research, and preservation and is temporarily restricted until used for that purpose. Investment income earned on the Mellon endowment fund is to be used for general unrestricted purposes. Schedule D, Part X, Question 2 FIN 48 Footnote Effective for fiscal year 2010, IREX adopted new guidance that creates a single model to address uncertainty in tax positions and clarifies the accounting for income taxes by prescribing the minimum recognition threshold a tax position is required to meet before being recognized in its financial statements. Under the requirements of this guidance, organizations could now be required to record an obligation as the result of tax positions they have historically taken on various tax exposure items. The impact of the adoption of this guidance did not have a material effect on the financial statements of IREX. Prior to the adoption of this guidance, the determination of when to record a liability for a tax exposure was based on whether a liability was considered probable and reasonably estimable in acordance with guidance concerning recording contingencies. true Europe (Including Iceland and Greenland) 3 48 Program Services EDUCATIONAL TRAINING 5672227 Middle East and North Africa 6 38 Program Services EDUCATION TEACHER EXCH 7055573 Russia and the Newly Independent States 33 247 Program Services EDUCATION PROJECTS 20361565 South Asia 1 2 Program Services TEACHER TRAINING 111578 Sub-Saharan Africa 6 33 Program Services EDUCATION TEACHER EXCH 1614313 East Asia and the Pacific 0 0 Program Services EDUCATION TEACHER EXCH 156153 49 368 34971409 Russia NGO Developemnt 10302 EFT or WIRE Russia Building Capacity and Special Projects for Services to Assist At-Risk Children, Families, and Youth. 970433 EFT or WIRE Russia Building Capacity and Speical Projects for Services to Assist At-Risk Children, Families, and Youth 44285 EFT or Wire Russia Youth Programming 5221 EFT or Wire Russia Youth Programming 7299 EFT or Wire Russia Youth Programming 7379 Wire or EFT Russia Youth Programming 15067 EFT or Wire Russia Youth Programming 10134 EFT or Wire Russia Youth Programming 14385 EFT or Wire Russia Youth Programming 53542 EFT or Wire Russia Encourage Citizen Participation in Community 27898 EFT or Wire Russia Encourage Citizen Participation in Community 7940 EFT or Wire Russia Youth Programming 10801 EFT or Wire Russia Civil Society Leadership Development 364546 EFT or Wire Russia Youth Programming 7980 EFT or Wire Russia Encourage Citizen Participation in Community 19950 EFT or Wire Russia Encournage Citizen Participation in Community 29828 EFT or Wire Russia Encourage Citizen Participation in Community. 17127 EFT or Wire Russia Encourage Citizen Participation in Community 12313 EFT or Wire Russia Encourage Citizen Participation in Community 13390 EFT or Wire Russia Encourage Citizen Participation in Community 5081 EFT or Wire Russia Encouage Citizen Participation in Community 19943 EFT or Wire Russia Encourage Citizen Participation in Community 27138 EFT or Wire Russia Encourage Citizen Participation 14802 EFT or Wire Russia Encourage Citizen Participation in Community 22125 EFT or Wire Russia Encourage Citizen Participation in Community 19695 EFT or Wire Russia Encourage Citizen Participation 17765 EFT or Wire Russia Encourage Citizen Participation in Community 16328 EFT or Wire East Asia/Pacific Youth Programming 7800 EFT or Wire East Asia/Pacific Youth Programming 7800 EFT or Wire East Asia/Pacific Youth Programming 16652 EFT or WIRe East Asia/Pacific Youth Programming 7800 EFT or Wire East Asia/Pacific Youth Programming 7800 EFT or Wire Europe/Iceland/Greenland Support Independent Journalism 1007996 EFT or Wire Europe/Iceland/Greenland Support Independent Journalism 215000 EFT or Wire Middle East/North Africa Encourage Citizen Participation in Community 71984 EFT or Wire Middle East/North Africa Reduce Trafficking in Persons 93500 EFT or Wire Middle East/North Africa NGO Development 107255 EFT or Wire Russia Encourage Citizen Participation in Community 29148 EFT or Wire Russia Encourage Citizen Participation in Community 29335 EFT or Wire Russia Encourage Citizen Participation in Community 20000 EFT or Wire Russia Encourage Citizen Participation In Community 30000 EFT or Wire Russia Encourage Citizen Participation 29957 EFT or Wire Russia Encourage Citizen Participation in Community 15408 EFT or Wire Russia Youth Programming 74886 EFT or Wire Russia Youth Programming 30000 EFT or Wire Russia Encourage Citizen Participation in Community 5207 EFT or Wire Russia Encourage Citizen Participation in Community 7980 EFT or Wire Russia Encourage Citizen Participation in Community 6986 EFT or Wire Russia Encourage Citizen Participation in Community 7736 EFT or Wire Russia Encourage Citizen Participation in Community 8457 EFT or Wire Russia Encourage Citizen Participation In Community 6937 EFT or Wire Russia Encourage Citizen Participation in Community 7287 EFT or Wire Russia Encourage Citizen Participation in Community 8294 EFT or Wire Russia Encourage Citizen Participation in Community 18725 EFT or Wire Russia Youth Programming 29063 EFT or Wire Russia Youth Programming 27725 EFT or Wire South Asia Educator Development 14125 EFT or Wire South Asia Educator Development 9096 EFT or Wire Sub-Saharan Africa Support Independent Journalism 19572 Eft or Wire Sub-Saharan Africa Support Independent Journalism 7898 EFT or Wire Sub-Saharan Africa Support Independent Journalism 18268 EFT or Wire Russia Support Independent Journalism 6225 EFT or Wire Russia Youth Programming 12917 EFT or Wire Russia NGO Development 59281 EFT or WIRE Russia NGO Development 27535 EFT or WIRe Russia NGO Development 25195 EFT or WIRE Russia NGO Development 31795 EFT or Wire Russia NGO Development 7472 EFT or Wire Russia Building Capacity and Special Projects for Services to Assist At-Risk Children, Families, and Youth 52928 EFT or WIRE Russia NGO Development 26790 EFT or Wire Russia Building Capacity and Special Projects for Services to Assist At-Risk Children, Families, and Youth 40956 EFT or Wire Russia Building Capacity and Special Projects for Services to Assist At-Risk Children, Families, and Youth 322106 EFT or Wire Russia Youth Programming 10399 EFT or Wire Russia STRENGTHEN LIBRARIES AS COMMUNITY RESOURCES 168175 EFT OR WIRE Russia STRENGTHEN LIBRARIES AS COMMUNITY RESOURCES 183360 EFT OR WIRE Russia STRENGTHEN LIBRARIES AS COMMUNITY RESOURCES 166591 EFT OR WIRE 47 29 Basic Education Projects Middle East/North Africa 6 19679 EFT or WIRE Basic Education Projects East Asia/Pacific 12 41610 EFT or WIRE Basic Education Projects Cent. America/Caribbean 4 3894 EFT or WIRE Basic Education Projects Russia 12 51305 EFT or WIRE University Administrator Training Russia 9 72093 EFT or WIRE Teacher Exchanges Russia 14 29802 EFT or WIRE professional exchanges Russia 4 177 EFT OR WIRE Leadership Development Middle East/North Africa 25 1690 EFT or Wire Research Fellowships Russia 7 22687 EFT or WIRE Teacher Exchanges Cent. America/Caribbean 5 8266 EFT or WIRE Teacher Exchanges East Asia/Pacific 8 1504 EFT or WIRE Teacher Exchanges South America 9 10557 EFT or WIRE Basic Education Projects South America 5 14972 EFT or WIRE Teacher Exchanges South Asia 15 14468 EFT or WIRE Basic Education Projects South Asia 14 48369 EFT or WIRE Teacher Exchanges Sub-Saharan Africa 4 7219 EFT or WIRE Journalism Education Sub-Saharan Africa 37 13688 EFT or WIRE Graduate Higher Education Russia 63 72093 EFT or WIRE Undergraduate Education Russia 77 48857 EFT or WIRE PART I, LINE 2 IREX requires programmatic reporting from all grantees. Periodic financial reporting is required from all grantees who receive cost reimbursable awards. Programmatic reports are reviewed by IREX to ensure planned activities are undertaken and that all work is within the scope of the award. Financial reports are reviewed to ensure that grant funds are used for the purposes intended. Site visits by IREX staff are encouraged and taken whenever practical. Additional oversight measures including more frequent reporting, audits, physical evidence of performance, etc., are employed when normal oversight indicates areas of concern. true Emmaus Services for the Aging 1426 9th Street NW Washington DC 20001 521219781 501(c)(3) 6040 Staff Community Service Project 1 0 Librarian Exchange 20 7216 Graduate Higher Education 415 5317511 University Administration 10 44543 Undergraduate Education 159 1970927 Teacher Exchange 321 628825 Journalist Exchanges 13 341 Journalism Education 3 13230 PART I, LINE 2 Annually, as a community service project, IREX employees donate funds to a local tax exempt charity. IREX matches these donations. Part II IREX provided educational opportunities to study in the US for approximately 600 students during 2010. Professional exchanges in the fields of education and journalism were provided also to over 350 professionals. X X false true X false false false false false false false false false HON W ROBERT PEARSON 212435 0 16800 0 22000 0 24000 0 614 0 275849 0 PAIGE ALEXANDER 152677 0 12500 0 9087 0 17025 0 5045 0 196334 0 MICHAEL LAVELLINE 152383 0 12500 0 22000 0 17980 0 2443 0 207306 0 ROBERT CRONIN 139804 0 11000 0 7998 0 21525 0 1641 0 181968 0 SHELDON MARKOFF 144221 0 0 0 20625 0 13547 0 2611 0 181004 0 JOYCE NEVEROV 134940 0 11000 0 8213 0 22200 0 2760 0 179113 0 Jacqueline Frank 223358 0 0 0 0 0 0 0 2838 0 226196 0 FRED DECKER 171047 0 0 0 0 0 0 0 5586 0 176633 0 Christopher Cavanaugh 174323 0 0 0 0 0 0 0 2765 0 177088 0 LAWRENCE BIRCH 151293 0 10000 0 17478 0 15000 0 2443 0 196214 0 Schedule J, Part I, Question 1a Housing allowances are provided to expatriate employees located in IREX overseas field office programs. The provision of the housing allowance is consistent with or lower than what is commonly provided by the US government and other international development agencies when placing employees in overseas locations. Housing allowances are determined on a case by case basis. Factors considered include the cost of housing in the specific country, US government housing allowance guidelines and negotiations with the expatriate employee to be assigned to the location. Three of the highest compensated employees listed on the compensation schedule received housing allowance benefits which were included in their reported compensation. No housing allowance benefits are provided to directors, officers, or key employees. IREX also paid the initiation fee and yearly dues for the President to conduct business and board meetings at a local social club. All IREX business related expenses incurred by the President at the social club are reviewed and authorized before reimbursement is made to the President. Only business related expenses are reimbursed by IREX. Schedule J, Part I, Question 1B As stated, housing allowances are determiend on a case by case basis. Other Expense reimbursements are subject to review and compliance with IREX travel and expense reimbursement policies. Part I, Line 1 and Part III, Line 1 Organization's Mission International Research & Exchanges Board (IREX) promotes positive lasting change globally. IREX enables local individuals and institutions to build key elements of a vibrant society: quality education, independent media, and strong communities. To strengthen these sectors, IREx's program activities also include conflict resolution, technology for development, women and youth. With more than 40 years of experience, IREX is guided by its enduring values and is committed to organizational excellence, measurable impact and thought leadership. IREX employs field-tested methods and innovative uses of technologies to develop practical and locally-driven solutions with our partners. Part I, Line 5 & Part V, Line 2 a The number of employees listed (156) only reflects the employees paid out of the headquarters office. IREX is an international organization with over 450 total employees in 50 offices throughout the world. The majority of employees are located in IREX country offices. Only eighty employees are located in the headquarters office in Washington, DC. Part III, Line 4a Exempt Purpose Achievement IREX's work with local partners advances media professionalism, sustainability, sound media laws, and the local institutions that support independent media and journalists. We work across all media - television, radio, online, print, and mobile. Recognizing the shift to interactive and multiplatform media and the role of citizen journalists, IREX works to provide and integrate new technologies that democratize the flow of information. IREX research in media development, including the Media Sustainability Index, helps inform policymakers, academics, and media practitioners throughout the world as they seek ways to expand citizens' access to information. Part III, Line 4b Exempt Purpose Achievement Civil society development engages people, organizations, and government bodies to work in partnership to improve their communities and foster good governance. IREX adapts its approach and training to meet the specific local needs of a community so that stakeholders can better serve their constituents. IREX integrates targeted activities for underrepresented populations, which include women, youth, ethnic minorities, individuals with HIV/AIDS, and people with disabilities. Of note this year, the U.S. Government requested that IREX convene a meeting of Russian and American thought leaders in Washington, DC in June to discuss common challenges and best practices in areas including education, technology, youth, and new media, among others. The Civil Society to Civil Society Summit took place in parallel to the work of the Bilateral Presidential Commission, part of the summit between Russian President Dmitry Medvedev and U.S. President Barack Obama. A highlight of the event was an address by Secretary of State, Hillary Rodham Clinton. New, low-cost technologies are lowering the threshold for people to improve their lives and be leaders in their communities. While the technologies become more common, skills in applying them effectively for social issues often lag behind. For almost 20 years, IREX has been pioneering the integration of appropriate technology into development activities. Using simple technology, IREX has developed networks of young women leaders in Turkmenistan, helped health organizations send SMS medication reminders to those living with HIV/AIDS in Ukraine, worked with professional and citizen media to use blogs in the Middle East, and brought libraries in Romania and Ukraine into the 21st century. Part III, Line 4c Exempt Purpose Achievement Education supports economic development, social reform, and civic participation within a society and provides the foundation for tomorrow's leaders. IREX works with individuals, institutions, and governments to expand access to and improve the quality of education worldwide. IREX designs programs and provides consulting to support lifelong learning starting at the primary and secondary levels, continuing through higher education, and including continuing professional training. Program areas include Basic Education Development, Higher Education Development, International Education and Research Support. Part V, Line 4b Financial Accounts in Foreign Countries In the calendar year 2009, IREX had bank accounts in the following countries: Armenia Azerbaijan Georgia Iraq Jordan Kazakhstan Kosovo Kyrgyzstan Moldova Romania Russia Rwanda Serbia Tajikistan Turkmenistan Ukraine Part VI, Section A, Line 4 Changes to Organizatonal Documents The IREX Board of Governors completed a review of the institutional by-laws. The following is a summary of the amendments: Section 3 of the Bylaws allows the IREX president to set up offices outside of the United States. This change was required since other countries often read our Bylaws to ensure the president has such authority. Section 7 of the Bylaws regularizes the membership process of the Board. Each year one third of the Board members' terms would expire. Each Board member would serve a maximum of two consecutive terms with governors eligible to serve three. Section D is added to avoid penalizing current members of the Board. Section 8 previously provided for the election of governors at the "annual" meeting. This was changed to either of two annual meetings, with neither meeting having significance over the other. This change conforms to the current meeting practice of the board. Section 9 changes reflect simple alterations in good order, constituting a quorum of Board members if 1/3 are present, "unless required by law, the Certificate of Incorporation, or these Bylaws" (the last two added in current suggested change). Section 13 changed from making a Vice Chair obligatory to optional. Section 14 changed from making an Executive Committee required to optional. Sections 15 & 16 establish that the Board Chairperson is always a member of standing committees. Section 23 clarifies language that the President is an Ex-officio member of the standing committees and has the right to open offices overseas. Part VI, Section B, Line 11A Process of Review Form 990 was reviewed thoroughly by the organization's Treasurer in initial draft and final form prior to filing. The Board of Directors have authorized the members of the Finance Committee to review the final copy of the return. The review by the Finance Committee was conducted prior to filing the Form 990. The Form 990 was made available electronically to all members of the Board of Directors before it was filed with the IRS. Part VI, Section B, Line 12C Conflict of Interest Policies The Board of Governors at their November, 2010 meeting adopted an annual conflict of interest submission disclosure requirement for each Governor. A similar requirement is also being developed for officers and key employees. IREX does have an existing written conflict of interest policy covering employees. Part VI, Section B, Line 15 and Part VII, Section A The President's annual salary increase and award are determined by the Chairperson of the Board of Governors in consultation with the members of the Executive Committee. For 2010 the President elected not to accept any annual salary increase due to his relatively short tenure with IREX. The President assumed his position with IREX in November, 2008. Annual salary increases and awards for other officers and key employees are determined by the President based on the established institutional salary increase ranges for all DC paid employees. Any officer or key employee awards are determined by the President within the parameters of an employee award plan adopted by the Board of Governors. Finally all other officer and key employee salary increases and awards (if any) are reviewed by the President with the Chairperson of the Board. Part VI, Section C, line 19 The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. Part VII, Section B NAME AND ADDRESS DESCRIPTION OF SERVICES COMPENSATION TERPSYS LLC COMPUTER/IT SUPPORT $150,400 1201 SEVEN LOCK RD, #300 ROCKVILLE, MD 20854-2966 LVF 212 K STREET LLC OFFICE RENT $1,006,196 135 SOUTH LASALLE ST, #1625 CHICAGO, IL 60603 BENEFITS DESIGN GROUP EMPLOYEE INSURANCES $329,609 600 WASHINGTON AVE., #104 TOWSON, MD 21204 GRANT THORNTON LLP AUDIT AND TAX SERV $202,378 33960 TREASURY CENTER CHICAGO, IL 60694-3900 WOLFEREITER IS DESIGN/CONSULTING $121,663 202 O STREET, NW WASHINGTON, DC 20001 TOTAL COMPENSATION $1,810,246 Part IX, lines 1, 2, 3, 24 a & b IREX provided educational opportunities to study in the US for approximately 600 students during 2010. Professional exchanges in the fields of education and journalism were provided also to over 350 professionals. In carrying out program activities IREX works extensively in partnerships with other organizations. Over 42% of IREX 2010 total expenditures were devoted to educational, professional exchanges and partnership activities plus the staff and travel costs directly related to supporting these activities.