INSTITUTE OF INTERNATIONAL EDUCATION INC: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
INSTITUTE OF INTERNATIONAL EDUCATION INC (EIN 13-1624046)
Tax period
2009-10-01 to 2010-09-30
Filed
2011-05-11
IRS object ID
201121319349300337
Schema version
2009v1.7
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)
Timestamp2011-05-11T09:28:09-04:00Timestamp
Tax Period End Date2010-09-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1PricewaterhouseCoopers LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1300 Madison AvenueAddressLine1
CityNew YorkCity
StateNYState
ZIP Code10017ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2009-10-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN131624046EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1INSTITUTE OF INTERNATIONAL EDUCATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlINSTNameControl
Phone2128838200Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1809 UNITED NATIONS PLAZAAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10017ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMARK D MOYERName
TitleCHIEF FINANCIAL OFFICERTitle
Phone2128838200Phone
Date Signed2011-05-10DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
Phone6464713000Phone
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonALLAN E GOODMANNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1809 UNITED NATIONS PLAZAAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10017ZIPCode
FieldValueIRS element (for citing)
Gross Receipts334703242GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteWWW.IIE.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1919YearFormation
State Legal DomicileNYStateLegalDomicile
Activity Or Mission DescriptionIIE IS AN INTERNATIONAL ORGANIZATION THAT IMPLEMENTS HIGHER EDUCATION EXCHANGE AND TRAINING PROGRAMS INVOLVING US AND NON-US PARTICIPANTS ON BEHALF OF PUBLIC AND PRIVATE SECTORS, SPONSORS AND DONORS.ActivityOrMissionDescription
Nbr Voting Members Governing Body44NbrVotingMembersGoverningBody
Nbr Independent Voting Members41NbrIndependentVotingMembers
Total Nbr Employees695TotalNbrEmployees
Total Nbr Volunteers8219TotalNbrVolunteers
Total Gross UBI-5228TotalGrossUBI
Contributions Grants Prior Year338813957ContributionsGrantsPriorYear
Contributions Grants Current Year309497032ContributionsGrantsCurrentYear
Program Service Revenue Prior Year22459248ProgramServiceRevenuePriorYear
Program Service Revenue CY19887063ProgramServiceRevenueCY
Investment Income Prior Year982725InvestmentIncomePriorYear
Investment Income Current Year1974557InvestmentIncomeCurrentYear
Other Revenue Prior Year-101115OtherRevenuePriorYear
Other Revenue Current Year-107183OtherRevenueCurrentYear
Total Revenue Prior Year362154815TotalRevenuePriorYear
Total Revenue Current Year331251469TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year238799078GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY238810562GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year43696901SalariesEtcPriorYear
Salaries Etc Current Year47265672SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year197713TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY309868TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year1134007TotalFundrsngExpCurrentYear
Other Expense Prior Year60011904OtherExpensePriorYear
Other Expenses Current Year51863010OtherExpensesCurrentYear
Total Expenses Prior Year342705596TotalExpensesPriorYear
Total Expenses Current Year338249112TotalExpensesCurrentYear
Revenues Less Expenses Prior Year19449219RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-6997643RevenuesLessExpensesCY
Total Assets BOY179112391TotalAssetsBOY
Total Assets EOY180798884TotalAssetsEOY
Total Liabilities BOY69111228TotalLiabilitiesBOY
Total Liabilities EOY71450570TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY110001163NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY109348314NetAssetsOrFundBalancesEOY
Mission DescriptionSEE SCHEDULE O.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense242330124Expense
Grants181415267Grants
Revenue11368163Revenue
DescriptionINTERNATIONAL EXCHANGE OF STUDENTS AND SCHOLARS. SEE SCHEDULE O.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense57251735Expense
Grants46556600Grants
Revenue959190Revenue
DescriptionLEADERSHIP DEVELOPMENT EDUCATIONAL SERVICES. SEE SCHEDULE O.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense21805563Expense
Grants8432316Grants
Revenue6829040Revenue
DescriptionHIGHER EDUCATION INSTITUTIONAL DEVELOPMENT. SEE SCHEDULE O.Description
FieldValueIRS element (for citing)
Total Of Other Program Service Exp6830496TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt2406379TotalOfOtherProgramServiceGrnt
Total Of Other Program Service Rev730670TotalOfOtherProgramServiceRev
Total Program Service Expense328217918TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiestrueLobbyingActivities
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentstrueTermOrPermanentEndowments
Balance Sheet Amounts ReportedtrueBalanceSheetAmountsReported
Independent Audit Financial StmttrueIndependentAuditFinancialStmt
Consolidated Audit Financial StmttrueConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficetrueForeignOffice
Foreign ActivitiestrueForeignActivities
More Than5000 K To OrganizationstrueMoreThan5000KToOrganizations
More Than5000 K To IndividualstrueMoreThan5000KToIndividuals
Professional FundraisingtrueProfessionalFundraising
Fundraising ActivitiestrueFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualstrueGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationtrueBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MembertrueBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshptrueOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntitytrueRelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With1096375NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees695NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncometrueUnrelatedBusinessIncome
Form990-T FiledtrueForm990-TFiled
Foreign Financial AccounttrueForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionstrueQuidProQuoContributions
Quid Pro Quo DisclosuretrueQuidProQuoDisclosure
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Nbr Voting Governing Body Members44NbrVotingGoverningBodyMembers
Number Independent Voting Members41NumberIndependentVotingMembers
Family Or Business RelationshiptrueFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocstrueChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChapterstrueLocalChapters
Policies Reference ChapterstruePoliciesReferenceChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledCOStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledCTStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledDCStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledILStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMDStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNJStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNYStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledTXStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledVAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonMARK D MOYERNamePerson
Telephone Number2129845398TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1809 UNITED NATIONS PLAZAAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10017ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (66 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployee
MR THOMAS S JOHNSON
TRUSTEE3.0X000
DR HENRY KAUFMAN
TRUSTEE1.0X000
MR MARK ANGELSON
TRUSTEE4.0X000
MRS MARYAM ANSARY
TRUSTEE1.0X000
PRESIDENT LEE C BOLLINGER
TRUSTEE1.0X000
DR GEORGE CAMPBELL JR
TRUSTEE1.0X000
MRS MARIA LIVANOS CATTAUI
TRUSTEE1.0X000
DR RICHARD A DEBS
TRUSTEE1.0X000
MR ROBERT L DILENSCHNEIDER
TRUSTEE1.0X000
MR GEORGE J DONNELLY
TRUSTEE1.0X000
DR WILLIAM G DURDEN
TRUSTEE1.0X000
AMBASSADOR HARRIET ELAM-THOMAS
TRUSTEE1.0X000
MR G STEPHEN FISHER
TRUSTEE1.0X000
MR STEPHEN C FRANCIS
TRUSTEE1.0X000
MR SCOTT FREIDHEIM
TRUSTEE1.0X000
MR BART FRIEDMAN
TRUSTEE1.0X000
MR VICTOR J GOLDBERG
TRUSTEE2.0X000
DR ALLAN E GOODMAN
TRUSTEE/CEO40.0X458702055465X
MR PETER M GOTTSEGEN
TRUSTEE1.0X000
MR JACK M GREENBERG
TRUSTEE1.0X000
MS RUTH HINERFELD
TRUSTEE2.0X000
DR KAREN A HOLBROOK
TRUSTEE1.0X000
MS PAMELA HOWARD
TRUSTEE1.0X000
MR SA IBRAHIM
TRUSTEE1.0X000
DR HENRY G JARECKI
TRUSTEE7.0X000
MR JULIAN JOHNSON
TRUSTEE3.0X000
MR MARK KAPLAN
TRUSTEE1.0X000
DR HENRY A KISSINGER
TRUSTEE1.0X000
MR E MICHEL KRUSE
TRUSTEE1.0X000
MR JOHN W LOW
TRUSTEE2.0X000
THE HON DONALD F MCHENRY
TRUSTEE1.0X000
MS LINDA R MEIER
TRUSTEE1.0X000
MR MICHAEL G MORRIS
TRUSTEE1.0X000
MR LAURENCE C MORSE
TRUSTEE1.0X000
MR KARLHEINZ MUHR
TRUSTEE1.0X000
MS LAYA KHADJAVI
TRUSTEE1.0X000
MR VICTOR J REVENKO
TRUSTEE3.0X000
DR GEORGE RUPP
TRUSTEE1.0X000
MR THOMAS A RUSSO
TRUSTEE4.0X000
MR JOHN SEXTON
TRUSTEE1.0X000
DR BEVERLY DANIEL TATUM
TRUSTEE1.0X000
MR PETER R THOMPSON
TRUSTEE2.0X000
MR HENRIK N VANDERLIP
TRUSTEE1.0X000
MS LINDA VESTER
TRUSTEE1.0X000
PEGGY BLUMENTHAL
CHIEF OPERATING OFFICER40.0326421049275X
EDITH CECIL
VP, PROGRAMS40.0248391047312X
BRIAN CHEN
CHIEF INFORMATION OFFICER40.0265383053012X
JAYE CHEN
VP AND GENERAL COUNSEL40.0185845041200X
DANIELA Z KAISTH
VP, STRATEGIC DEVELOPMENT40.0215761029020X
DENNIS W KEAR
DEPUTY VP, IT40.0172402046135X
MARY E KIRK
VP, PROGRAMS40.0243251041536X
MARK S LAZAR
VP, PROGRAMS40.0191114045252X
MARK D MOYER
CHIEF FINANCIAL OFFICER40.0310203031322X
SABINE U O'HARA
VP, PROGRAMS40.0215613033825X
ROBERT E SLATTERY
DEPUTY VP, ADMIN40.0175955034662X
JOAN WALL
VP HUMAN RESOURCES40.0186430040335X
DANIEL OBST
DEPUTY VP40.0107896014734X
ELIZABETH GLANS
DEPUTY VP40.0105962028142X
RAJIKA BHANDARI
DEPUTY VP40.0102077026868X
EDWARD ROSLOF
DEPUTY VP40.0114791023621X
PETER DONDERO
CONTROLLER40.015190902781X
ELIZABETH KHALIFA
INTL DIVISION DIR40.0149520037224X
JAGRITI PAREKH
DIR IT DEVELOPMENT40.0146309031132X
KIRK LENGA
DIR FINANCE & BUDGET40.0136612027672X
NANCY OVERHOLT
EXECUTIVE DIRECTOR40.0137149021351X
GARY GAFFIELD
DEPARTMENT EXECUTIVE DIRECTOR40.016887307574X
FieldValueIRS element (for citing)
Total Reportable Comp From Org4516569TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation769450TotalOtherCompensation
Number Individuals GT100 K32NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
ALPHA TECHNOLOGIES INC
78 ROUTE 173 WEST SUITE 4HAMPTONNJ08827IT CONSULTING SVCS769135
SITA CORPORATION
347 ELIZABETH AVENUESOMERSETNJ088730037INFORMATION SERVICES666872
PRIME SOFTWARE TECHNOLOGY INC
18228 CAMDENHURST DRIVEGAINSVILLEVA20155COMPUTER SERVICES404271
ARENT FOX
1050 CONNECTICUT AVE NWWASHINGTONDC200365339LEGAL SERVICES390315
RCM TECHNOLOGIES
20 WATERVIEW BLVD 4TH FLOORPARSIPPANYNJ07054COMPUTER CONSULTING330950
FieldValueIRS element (for citing)
Number Of Contractors GT100 K12NumberOfContractorsGT100K
Fundraising Events1218327FundraisingEvents
Government Grants213599030GovernmentGrants
All Other Contributions94679675AllOtherContributions
Total Contributions309497032TotalContributions

Program Service Revenue ProgramServiceRevenue (4 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
FEE FOR SERVICE9000991838854118388541
PUBLICATION SALES519100536124536124
UNIVERSITY FAIR REVENUE900099820040820040
MEMBERSHIP DUES900099142358142358
FieldValueIRS element (for citing)
Total Program Service Revenue19887063TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column2302593TotalRevenueColumn
Unrelated Business Revenue-5228UnrelatedBusinessRevenue
Exclusion$2,307,821ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities2679284Securities
Other238060Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities3245380Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities-566096Securities
Other238060Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-328036TotalRevenueColumn
Exclusion-$328,036ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events96413GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events1218327CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses206393FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column-109980TotalRevenueColumn
Exclusion-$109,980ExclusionAmount

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionMISCELLANEOUS INCOMEDescription
Business Code900099BusinessCode
Total Revenue Column2797TotalRevenueColumn
Exclusion$2,797ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue2797TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column331251469TotalRevenueColumn
Related Or Exempt Function Income19887063RelatedOrExemptFunctionIncome
Unrelated Business Revenue-5228UnrelatedBusinessRevenue
Exclusion$1,872,602ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total43823838Total
Program Services43823838ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total134391685Total
Program Services134391685ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total60595039Total
Program Services60595039ProgramServices

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total3323788Total
Program Services2958171ProgramServices
Management And General332379ManagementAndGeneral
Fundraising33238Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total32889169Total
Program Services29702601ProgramServices
Management And General2685487ManagementAndGeneral
Fundraising501081Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total2613527Total
Program Services2326039ProgramServices
Management And General261353ManagementAndGeneral
Fundraising26135Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total6028951Total
Program Services5365766ProgramServices
Management And General602895ManagementAndGeneral
Fundraising60290Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total2410237Total
Program Services2145111ProgramServices
Management And General241024ManagementAndGeneral
Fundraising24102Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total785909Total
Program Services683741ProgramServices
Management And General102168ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total428678Total
Program Services372950ProgramServices
Management And General55728ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total70060Total
Program Services60952ProgramServices
Management And General9108ManagementAndGeneral

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total309868Total
Fundraising309868Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total192341Total
Program Services167337ProgramServices
Management And General25004ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total7192732Total
Program Services6633879ProgramServices
Management And General558853ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total0Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total2995874Total
Program Services2606410ProgramServices
Management And General359505ManagementAndGeneral
Fundraising29959Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total5168442Total
Program Services3942868ProgramServices
Management And General1225574ManagementAndGeneral

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total6612944Total
Program Services5786332ProgramServices
Management And General759225ManagementAndGeneral
Fundraising67387Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total2502048Total
Program Services2247813ProgramServices
Management And General254235ManagementAndGeneral

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total12522155Total
Program Services12435177ProgramServices
Management And General80287ManagementAndGeneral
Fundraising6691Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total789221Total
Program Services686622ProgramServices
Management And General102599ManagementAndGeneral

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total3453587Total
Program Services2718158ProgramServices
Management And General677245ManagementAndGeneral
Fundraising58184Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total187553Total
Program Services163171ProgramServices
Management And General22506ManagementAndGeneral
Fundraising1876Fundraising

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionMISCELLANEOUSDescription
Total8961466Total
Program Services8404258ProgramServices
Management And General542012ManagementAndGeneral
Fundraising15196Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total338249112Total
Program Services328217918ProgramServices
Management And General8897187ManagementAndGeneral
Fundraising1134007Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY19635926BOY
EOY16347811EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY19398730BOY
EOY6924051EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY2250466BOY
EOY1883083EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY24160589BOY
EOY30261395EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY4033966BOY
EOY5688646EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis51769132LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec28789099LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY22501431BOY
EOY22980033EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY69250263BOY
EOY76757754EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY15049888BOY
EOY16977543EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY2831132BOY
EOY2978568EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY179112391BOY
EOY180798884EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY17088845BOY
EOY17170715EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY37356961BOY
EOY39983588EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY14665422BOY
EOY14296267EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY69111228BOY
EOY71450570EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY40897232BOY
EOY42405078EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY62745961BOY
EOY60437030EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY6357970BOY
EOY6506206EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY110001163BOY
EOY109348314EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY179112391BOY
EOY180798884EOY
FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement BothXFinancialStatementBoth
Federal Grant Audit RequiredtrueFederalGrantAuditRequired
Federal Grant Audit PerformedtrueFederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years200679537CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years238624502CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years274847008CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year338813957CurrentTaxYearMinus1Year
Current Tax Year309497032CurrentTaxYear
Total1362462036Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years200679537CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years238624502CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years274847008CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year338813957CurrentTaxYearMinus1Year
Current Tax Year309497032CurrentTaxYear
Total1362462036Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total185474067AmountsSubstContributorsTotal
Public Support Total1701176987969PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years2468075CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years4361295CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years3381996CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year2076787CurrentTaxYearMinus1Year
Current Tax Year2307821CurrentTaxYear
Total14595974Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years741514CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years773262CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years903465CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year-101115CurrentTaxYearMinus1Year
Current Tax Year-107183CurrentTaxYear
Total2209943Total
FieldValueIRS element (for citing)
Total Support1379267953TotalSupport
Gross Receipts From Admissions Etc70681338GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.85334PublicSupportPertcentage170
Public Support Pertcent Prior Year0.82832PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbying
Total Direct LobbyingTotalDirectLobbying
Total Lobbying ExpendituresTotalLobbyingExpenditures
Other Exempt Purpose ExpendituresOtherExemptPurposeExpenditures
Total Exempt Purpose ExpendituresTotalExemptPurposeExpenditures
Lobbying NontaxableLobbyingNontaxableAmount
Grassroots NontaxableGrassrootsNontaxableAmount
Tot Lobbying Grassroot Minus Non TxTotLobbyingGrassrootMinusNonTx
Tot Lobby Expend Mns Lobbying NontxTotLobbyExpendMnsLobbyingNontx
VolunteerstrueVolunteers
Paid Staff Or ManagementtruePaidStaffOrManagement
Media AdvertisementsfalseMediaAdvertisements
Mailings MembersfalseMailingsMembers
Publications Or BroadcastfalsePublicationsOrBroadcast
Grants Other OrganizationsfalseGrantsOtherOrganizations
Direct Contact LegislatorstrueDirectContactLegislators
Rallies DemonstrationsfalseRalliesDemonstrations
Other ActivitiestrueOtherActivities
Other Activities$108,967OtherActivitiesAmount
Total Lobbying Expenditures IIB108967TotalLobbyingExpendituresIIB
Not Described In501c3falseNotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

FieldValueIRS element (for citing)
IdentifierSCHEDULE C, PART II-B, LINE 1IIdentifier
Return ReferenceOTHER LOBBYING ACTIVITIESReturnReference
ExplanationTHE CEO AND CERTAIN BOARD TRUSTEES OF INSTITUTE OF INTERNATIONAL EDUCATION AS WELL AS AN INDEPENDENT CONSULTANT MEET WITH LEGISLATIVE AND GOVERNMENT OFFICIALS AND/OR THEIR STAFF TO PROVIDE INFORMATION REGARDING THE MISSION OF THE ORGANIZATION TO THOSE INDIVIDUALS.Explanation

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmtsArtPublicExhibitionAmts
Held Works Of Art AmtsHeldWorksOfArtAmts

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance54916515BeginningOfYearBalance
Contributions1504318Contributions
Investment Earnings Or Losses4894436InvestmentEarningsOrLosses
Other Expenditures2177677OtherExpenditures
Administrative Expenses589946AdministrativeExpenses
End Of Year Balance58547646EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance48107918BeginningOfYearBalance
Contributions6871737Contributions
Investment Earnings Or Losses2357117InvestmentEarningsOrLosses
Administrative Expenses2420257AdministrativeExpenses
End Of Year Balance54916515EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.11000BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.06000PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.83000TermEndowmentEOYBalance
Endowments Held By Unrelated OrgsfalseEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Investment Cost Or Other Basis0InvestmentCostOrOtherBasis

Buildings Buildings

FieldValueIRS element (for citing)
Investment Cost Or Other Basis0InvestmentCostOrOtherBasis
Other Cost Or Other Basis19422947OtherCostOrOtherBasis
Depreciation11097648Depreciation
Book Value8325299BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Investment Cost Or Other Basis0InvestmentCostOrOtherBasis
Other Cost Or Other Basis8876726OtherCostOrOtherBasis
Depreciation3371604Depreciation
Book Value5505122BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Investment Cost Or Other Basis0InvestmentCostOrOtherBasis
Other Cost Or Other Basis7897989OtherCostOrOtherBasis
Depreciation6026902Depreciation
Book Value1871087BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Investment Cost Or Other Basis0InvestmentCostOrOtherBasis
Other Cost Or Other Basis15571470OtherCostOrOtherBasis
Depreciation8292945Depreciation
Book Value7278525BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings22980033TotalOfBookValueLandBuildings
Financial DerivativesFinancialDerivatives
Closely Held Equity InterestsCloselyHeldEquityInterests

Other Securities OtherSecurities (3 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
ARCHSTONE5099447F
EVANSTONE/WEATHERLOW4977700F
PIMCO6900396F
FieldValueIRS element (for citing)
Total Of Book Value Securities16977543TotalOfBookValueSecurities
Total Revenue331251469TotalRevenue
Total Expenses338249112TotalExpenses
Excess Or Deficit For Year-6997643ExcessOrDeficitForYear
Net Unrealized GL On Investments6344794NetUnrealizedGLOnInvestments
Total Adjustments6344794TotalAdjustments
Excess Or Deficit Per FS-652849ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt337403922TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments6344794NetUnrealizedGainsInvestments
Revenue Not Rptd F9906344794RevenueNotRptdF990
Revenue Subtotal331059128RevenueSubtotal
Investment Expenses Not Included192341InvestmentExpensesNotIncluded
Revenue Not Rptd On Fin Stmt192341RevenueNotRptdOnFinStmt
Total Revenue Per Form990331251469TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt338056771TotExpensesEtcAuditedFinclStmt
Expenses Subtotal338056771ExpensesSubtotal
Investment Expenses Not Included2192341InvestmentExpensesNotIncluded2
Expenses Not Rptd On Fin Stmt192341ExpensesNotRptdOnFinStmt
Total Expenses Per Form990338249112TotalExpensesPerForm990

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedtrueGrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable (22 entries)

RegionRegionType Of Activities ConductedTypeOfActivitiesConductedTotal ExpendituresTotalExpendituresSpecific Services ProvidedSpecificServicesProvidedNumber Of OfficesNumberOfOfficesNumber Of EmployeesNumberOfEmployees
Central America and the CaribbeanGrantmaking62279
Central America and the CaribbeanProgram Services786171Education Grants-Indiv
Central America and the CaribbeanInvestments0
East Asia and the PacificMaintaining offices3214007427
East Asia and the PacificGrantmaking128054
East Asia and the PacificProgram Services12741015EDUCATION GRANTS-INDIV
Europe (Including Iceland and Greenland)Maintaining offices1337077111
Europe (Including Iceland and Greenland)Grantmaking251510
Europe (Including Iceland and Greenland)Program Services11294906EDUCATION GRANTS-INDIV
Middle East and North AfricaMaintaining offices1208986110
Middle East and North AfricaGrantmaking221181
Middle East and North AfricaProgram Services6261076EDUCATION GRANTS-INDIV
North AmericaMaintaining offices1599470115
North AmericaProgram Services770782EDUCATION GRANTS-INDIV
Russia and the Newly Independent StatesMaintaining offices1956104225
Russia and the Newly Independent StatesGrantmaking64075
Russia and the Newly Independent StatesProgram Services1708640EDUCATION GRANTS-INDIV
South AmericaProgram Services2868193EDUCATION GRANTS-INDIV
South AsiaMaintaining offices28590417
South AsiaProgram Services1439880EDUCATION GRANTS-INDIV
Sub-Saharan AfricaMaintaining offices37309614
Sub-Saharan AfricaProgram Services21997276EDUCATION GRANTS-INDIV
FieldValueIRS element (for citing)
Total Number Of Offices11TotalNumberOfOffices
Total Number Of Employees99TotalNumberOfEmployees
Total Amount Spent70569682TotalAmountSpent

Grants To Orgs Outside US GrantsToOrgsOutsideUS (18 entries)

RegionRegionPurpose Of GrantPurposeOfGrantAmount Of Cash GrantAmountOfCashGrantManner Of Cash DisbursementMannerOfCashDisbursementDescription Of Non Cash AssistanceDescriptionOfNonCashAssistanceMethod Of ValuationMethodOfValuation
CENTRAL AMERICA AND THEEDUCATION40018CHECKN/AN/A
CENTRAL AMERICA AND THEEDUCATION22262CHECKN/AN/A
EAST ASIA AND THE PACIFIEDUCATION27000CHECKN/AN/A
EAST ASIA AND THE PACIFIEDUCATION101054CHECKN/AN/A
EUROPEEDUCATION71500CHECKN/AN/A
EUROPEEDUCATION101872CHECKN/AN/A
EUROPEEDUCATION6000CHECKN/AN/A
EUROPEEDUCATION36192CHECKN/AN/A
EUROPE34511CHECKN/AN/A
MIDDLE EAST AND NORTH AF10568CHECKN/AN/A
MIDDLE EAST AND NORTH AF11100CHECKN/AN/A
MIDDLE EAST AND NORTH AF12960CHECKN/AN/A
MIDDLE EAST AND NORTH AF27865CHECKN/AN/A
MIDDLE EAST AND NORTH AF56288CHECKN/AN/A
MIDDLE EAST AND NORTH AF57600CHECKN/AN/A
MIDDLE EAST AND NORTH AF29250CHECKN/AN/A
MIDDLE EAST AND NORTH AF10550CHECKN/AN/A
RUSSIA AND THE NEWLY IND64075CHECKN/AN/A
FieldValueIRS element (for citing)
Total Number Of501c3 Orgs18TotalNumberOf501c3Orgs

Grants To Ind Outside US GrantsToIndOutsideUS (52 entries)

Type Of AssistanceTypeOfAssistanceRegionRegionNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrantManner Of Cash DisbursementMannerOfCashDisbursementDescription Of Non Cash AssistanceDescriptionOfNonCashAssistanceMethod Of ValuationMethodOfValuation
GRANTEE MAINTENANCE (COST OF LIVING)Cent. America/Caribbean35176329CHECKN/AN/A
INSURANCECent. America/Caribbean183416CheckN/AN/A
GRANTS (SCHOLARSHIPS)Cent. America/Caribbean91446678CheckN/AN/A
TRAVEL AND FIELD TRIPSCent. America/Caribbean35141438CheckN/AN/A
TUITIONCent. America/Caribbean718310CheckN/AN/A
GRANTEE ALLOWANCE, BOOKSEast Asia/Pacific11000CheckN/AN/A
GRANTEE MAINTENANCE (COST OF LIVING)East Asia/Pacific4013282728CheckN/AN/A
INSURANCEEast Asia/Pacific14514822CheckN/AN/A
GRANTS (SCHOLARSHIPS)East Asia/Pacific6965449591CheckN/AN/A
TRAVEL AND FIELD TRIPSEast Asia/Pacific231559261CheckN/AN/A
TUITIONEast Asia/Pacific4713433613CheckN/AN/A
GRANTEE ALLOWANCE, BOOKSEurope/Iceland/Greenland2117987CheckN/AN/A
GRANTEE MAINTENANCE (COST OF LIVING)Europe/Iceland/Greenland3453238995CheckN/AN/A
INSURANCEEurope/Iceland/Greenland21357429CheckN/AN/A
GRANTS (SCHOLARSHIPS)Europe/Iceland/Greenland8114726296CheckN/AN/A
TRAVEL AND FIELD TRIPSEurope/Iceland/Greenland298912986CheckN/AN/A
TUITIONEurope/Iceland/Greenland1762341213CheckN/AN/A
GRANTEE ALLOWANCE, BOOKSMiddle East/North Africa68339CheckN/AN/A
GRANTEE MAINTENANCE (COST OF LIVING)Middle East/North Africa2372690736CheckN/AN/A
INSURANCEMiddle East/North Africa8535980CheckN/AN/A
GRANTS (SCHOLARSHIPS)Middle East/North Africa1371159885CheckN/AN/A
TRAVEL AND FIELD TRIPSMiddle East/North Africa71232999CheckN/AN/A
TUITIONMiddle East/North Africa802133137CheckN/AN/A
GRANTEE ALLOWANCE, BOOKSNorth America275CheckN/AN/A
GRANTEE MAINTENANCE (COST OF LIVING)NORTH AMERICA74208534CheckN/AN/A
INSURANCENORTH AMERICA453451CheckN/AN/A
GRANTS (SCHOLARSHIPS)NORTH AMERICA36195100CheckN/AN/A
TRAVEL AND FIELD TRIPSNORTH AMERICA72202013CheckN/AN/A
TUITIONNORTH AMERICA29161609CheckN/AN/A
GRANTEE MAINTENANCE (COST OF LIVING)Russia1021142825CheckN/AN/A
INSURANCERussia4540CheckN/AN/A
GRANTS (SCHOLARSHIPS)Russia50359715CheckN/AN/A
TRAVEL AND FIELD TRIPSRussia3360182CheckN/AN/A
TUITIONRussia10145378CheckN/AN/A
GRANTEE ALLOWANCE, BOOKSSouth America1450CheckN/AN/A
GRANTEE MAINTENANCE (COST OF LIVING)SOUTH AMERICA147787109CheckN/AN/A
INSURANCESOUTH AMERICA437759CheckN/AN/A
GRANTS (SCHOLARSHIPS)SOUTH AMERICA2441366888CheckN/AN/A
TRAVEL AND FIELD TRIPSSOUTH AMERICA129452851CheckN/AN/A
TUITIONSOUTH AMERICA49253136CheckN/AN/A
GRANTEE ALLOWANCE, BOOKSSouth Asia11800CheckN/AN/A
GRANTEE MAINTENANCE (COST OF LIVING)SOUTH ASIA80454516CheckN/AN/A
INSURANCESOUTH ASIA386127CheckN/AN/A
GRANTS (SCHOLARSHIPS)SOUTH ASIA57390731CheckN/AN/A
TRAVEL AND FIELD TRIPSSOUTH ASIA71247952CheckN/AN/A
TUITIONSOUTH ASIA41338754CheckN/AN/A
GRANTEE ALLOWANCE, BOOKSSub-Saharan Africa249354891CheckN/AN/A
GRANTEE MAINTENANCE (COST OF LIVING)SUB-SAHARAN AFRICA5657537284CheckN/AN/A
INSURANCESUB-SAHARAN AFRICA403441254CheckN/AN/A
GRANTS (SCHOLARSHIPS)SUB-SAHARAN AFRICA3341997939CheckN/AN/A
TRAVEL AND FIELD TRIPSSUB-SAHARAN AFRICA5032368563CheckN/AN/A
TUITIONSUB-SAHARAN AFRICA8579297345CheckN/AN/A

Form990 Schedule F Part IV Form990ScheduleFPartIV

FieldValueIRS element (for citing)
IdentifierSCHEDULE F, PART I, LINE 2Identifier
Return ReferencePROCEDURES FOR MONITORING GRANTS OUTSIDE THE UNITED STATESReturnReference
ExplanationOVERALL: ALL OPERATIONS ARE CLOSELY MANAGED BY THE PROGRAM MANAGERS AND VARIOUS DEPARTMENTS WITHIN FINANCE AND ADMINISTRATION (I.E., CFO, CONTROLLER'S DIVISION, GRANTS AND CONTRACTS, LEGAL SERVICES AND ADMINISTRATIVE SERVICES). THERE IS REGULAR MONTHLY MONITORING BY THESE MANAGERS. MID-YEAR BUDGET REVIEWS ARE PERFORMED BY SENIOR MANAGEMENT TO REVIEW THE ACTIVITIES OF ALL PROGRAMS AND ADJUST TO CHANGES IN BUDGET ASSUMPTIONS. PERIODIC REPORTS ARE SUBMITTED TO THE SPONSOR PER CONTRACT OR GRANT REQUIREMENTS. BUDGETS: BUDGETS ARE ESTABLISHED ON A DIVISIONAL AND PROGRAM BASIS WITH CLOSE COORDINATION BETWEEN PROGRAM DIVISIONS AND BUDGET AND FINANCE. VARIANCES ARE REVIEWED EACH MONTH BY THE PROGRAM DIRECTORS AND SEMI-ANNUALLY WITH THE CFO. IIE USES BUDGET TO ACTUAL REPORTS THAT ARE UPDATED WEEKLY TO MONITOR PERFORMANCE. 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.Explanation

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsXMailSolicitations
Email SolicitationsXEmailSolicitations
In Person SolicitationsXInPersonSolicitations
Solicitation Of Non Govt GrantsXSolicitationOfNonGovtGrants
Solicitation Of Govt GrantsXSolicitationOfGovtGrants
Special Fundraising EventsXSpecialFundraisingEvents
Agreement Ref FundraisingtrueAgreementRefFundraising

Fundraiser Activity Information FundraiserActivityInformation

FieldValueIRS element (for citing)
Name Of IndividualBRADLEY ASSOCIATES INCNameOfIndividual
ActivityEVENT PLANNINGActivity
Fundraiser Control Of FundstrueFundraiserControlOfFunds
Gross Receipts1329558GrossReceipts
Amount Retained By Contractor309868AmountRetainedByContractor
Net To Organization1019690NetToOrganization
FieldValueIRS element (for citing)
Total Gross Receipts1329558TotalGrossReceipts
Total Retained By Contractors309868TotalRetainedByContractors
Total Net To Organization1019690TotalNetToOrganization
Licensed StatesCALicensedStates
Licensed StatesCOLicensedStates
Licensed StatesCTLicensedStates
Licensed StatesDCLicensedStates
Licensed StatesILLicensedStates
Licensed StatesMDLicensedStates
Licensed StatesNJLicensedStates
Licensed StatesNYLicensedStates
Licensed StatesTXLicensedStates
Licensed StatesVALicensedStates

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1GALANameOfEvent1
Gross Receipts Event11314740GrossReceiptsEvent1
Charitable Contributions Event11218327CharitableContributionsEvent1
Gross Revenue Event196413GrossRevenueEvent1
Other Direct Expenses Event1206393OtherDirectExpensesEvent1
Total Number Of Other Events0TotalNumberOfOtherEvents
Gross Receipts Total1314740GrossReceiptsTotal
Charitable Contributions Total1218327CharitableContributionsTotal
Gross Revenue Total Events96413GrossRevenueTotalEvents
Other Direct Expenses Total Events206393OtherDirectExpensesTotalEvents
Direct Expense Summary Events206393DirectExpenseSummaryEvents
Net Income Summary-109980NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Recipient Table RecipientTable (98 entries)

EIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantMethod Of ValuationMethodOfValuationDescription Of Non Cash AssistanceDescriptionOfNonCashAssistance
AMERICAN COUNCIL OF LEARNED SOCIETIES
131851145501(C)(3)631293N/AN/A
AMERICAN COUNCILS FOR INT'L EDUCATION
521067256501(C)(3)896653N/AN/A
AMERICAN UNIVERSITY
530196549501(C)(3)244470N/AN/A
AMIDEAST
530243270501(C)(3)349591N/AN/A
ARIZONA STATE UNIVERSITY
866051042501(C)(3)616978N/AN/A
BERKELEY CITY COLLEGE
941590799501(C)(3)94017N/AN/A
BOSTON COLLEGE
042103545501(C)(3)12048N/AN/A
BRIGHAM YOUNG UNIVERSITY
870217280501(C)(3)1555027N/AN/A
BROWN UNIVERSITY
050258809501(C)(3)133548N/AN/A
BRYN MAWR COLLEGE
231352621501(C)(3)4038609N/AN/A
CALIFORNIA STATE UNIVERSITY EAST BAY
941524922501(C)(3)67280N/AN/A
CALIFORNIA STATE UNIVERSITY LONG BEACH
956106694501(C)(3)8729N/AN/A
CALIFORNIA STATE UNIVERSITY SAN BERNADINO
956067343501(C)(3)60681N/AN/A
CORNELL UNIVERSITY
150532082501(C)(3)788380N/AN/A
DREXEL UNIVERSITY
231352630501(C)(3)69758N/AN/A
EASTERN MICHIGAN UNIVERSITY
382953297501(C)(3)93752N/AN/A
EDUCATIONAL TESTING SERVICE
364094830501(C)(3)3415971N/AN/A
ELI-UNIVERSITY AT BUFFALO
160865182501(C)(3)32683N/AN/A
EMBRY-RIDDLE AERONAUTICAL UNIVERSITY
590936101501(C)(3)87296N/AN/A
EMORY UNIVERSITY
580566256501(C)(3)30050N/AN/A
FLORIDA INSTITUTE OF TECHNOLOGY
596046500501(C)(3)60839N/AN/A
FLORIDA STATE UNIVERSITY
596152180501(C)(3)305508N/AN/A
GEORGE MASON UNIVERSITY
540836354501(C)(3)74358N/AN/A
GEORGETOWN UNIVERSITY
530196603501(C)(3)739444N/AN/A
GEORGIA TECH RESEARCH CORP
582374837501(C)(3)338856N/AN/A
HOWARD UNIVERSITY
530204707501(C)(3)19975N/AN/A
INDIANA UNIVERSITY
356018940501(C)(3)291412N/AN/A
INT'L PROGRAMS UC DAVIS EXTENSION
946081352501(C)(3)73136N/AN/A
JACKSON STATE UNIVERSITY
646000507501(C)(3)101853N/AN/A
JAMES MADISON UNIVERSITY
237156305501(C)(3)139147N/AN/A
JOHNS HOPKINS UNIVERSITY
520595110501(C)(3)876038N/AN/A
LASPAU
046151880501(C)(3)1255745N/AN/A
LINCOLN UNIVERSITY
231352655501(C)(3)26528N/AN/A
LOUISIANA STATE UNIVERSITY
726020969501(C)(3)14925N/AN/A
LOYOLA MARYMOUNT UNIVERSITY
951643334501(C)(3)12546N/AN/A
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
042103594501(C)(3)804611N/AN/A
MIAMI DADE COMMUNITY COLLEGE
596169745501(C)(3)70487N/AN/A
MICHIGAN STATE UNIVERSITY
237326030501(C)(3)1325665N/AN/A
MISSISSIPPI STATE UNIVERSITY
640410581501(C)(3)9577N/AN/A
MONTEREY INSTITUTE OF INTL STUDIES
941425570501(C)(3)262957N/AN/A
NORTH CAROLINA STATE UNIVERSITY
566049503501(C)(3)208979N/AN/A
NORTH GEORGIA COLLEGE & STATE UNIVERSITY
586002060501(C)(3)240377N/AN/A
NORWICH UNIVERSITY
030179424501(C)(3)31848N/AN/A
OHIO STATE UNIVERSITY RESEARCH FDN
316402113501(C)(3)3324231N/AN/A
OHIO UNIVERSITY
316402113501(C)(3)623102N/AN/A
ONE TO WORLD
133179151501(C)(3)116850N/AN/A
OREGON STATE UNIVERSITY
936022772501(C)(3)147267N/AN/A
PENN STATE UNIVERSITY
246000376501(C)(3)101558N/AN/A
PITTSBURGH COUNCIL FOR INTL VISITORS
256067678501(C)(3)6891N/AN/A
PORTLAND STATE UNIVERSITY
930619733501(C)(3)362396N/AN/A
PUBLIC HEALTH INSTITUTE
941646278501(C)(3)5604N/AN/A
PURDUE UNIVERSITY
356002041501(C)(3)173293N/AN/A
RESEARCH FOUNDATION OF SUNY AT BUFFALO
141368361501(C)(3)10000N/AN/A
SAN DIEGO STATE UNIVERSITY
330868418501(C)(3)8265N/AN/A
SAN DIEGO STATE UNIVERSITY FOUNDATION
956042721501(C)(3)341450N/AN/A
SAN FRANCISCO STATE UNIVERSITY
941384645501(C)(3)267029N/AN/A
SOUTHERN UNIVERSITY
726000817501(C)(3)14895N/AN/A
SPRING INTERNATIONAL
840965936501(C)(3)78989N/AN/A
STANFORD UNIVERSITY
941156365501(C)(3)668446N/AN/A
STATE UNIVERSITY OF NEW YORK AT BUFFALO
160865182501(C)(3)15776N/AN/A
TEACHERS COLLEGE
131624202501(C)(3)344329N/AN/A
TEXAS A & M UNIVERSITY
742491445501(C)(3)41734N/AN/A
THE CITADEL
042103547501(C)(3)21785N/AN/A
THE FORUM ON EDUCATION ABROAD
233100062501(C)(3)20575N/AN/A
THE REGENTS OF THE UNIVERSITY OF CALIFOR
956006143501(C)(3)5520N/AN/A
TREASURER VIRGINIA TECH
546001805501(C)(3)105849N/AN/A
TREASURER VIRGINIA POLYTECHNIC INST
546001805501(C)(3)212167N/AN/A
TULANE UNIVERSITY
720423889501(C)(3)826192N/AN/A
UNIVERSITY AT BUFFALO
160865182501(C)(3)53279N/AN/A
UNIVERSITY AUXILIARY SERVICES
141397537501(C)(3)32149N/AN/A
UNIVERSITY OF ARIZONA
742652689501(C)(3)606872N/AN/A
UNIVERSITY OF BUFFALO
160865182501(C)(3)150284N/AN/A
UNIVERSITY OF CALIFORNIA LA
956006143501(C)(3)19331N/AN/A
UNIVERSITY OF DELAWARE
516000297501(C)(3)84595N/AN/A
UNIVERSITY OF HAWAII
996000354501(C)(3)1397611N/AN/A
UNIVERSITY OF MAINE
016011501501(C)(3)7083N/AN/A
UNIVERSITY OF MARYLAND
520002023501(C)(3)2604594N/AN/A
UNIVERSITY OF MINNESOTA
416042488501(C)(3)812687N/AN/A
UNIVERSITY OF MISSISSIPPI
237310293501(C)(3)203972N/AN/A
UNIVERSITY OF MISSOURI
440546001501(C)(3)46721N/AN/A
UNIVERSITY OF MONTANA
816001713501(C)(3)33251N/AN/A
UNIVERSITY OF NEBRASKA LINCOLN
231352655501(C)(3)46081N/AN/A
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
566001393501(C)(3)76280N/AN/A
UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE
566059417501(C)(3)53303N/AN/A
UNIVERSITY OF OKLAHOMA
736091755501(C)(3)747397N/AN/A
UNIVERSITY OF OREGON
936015767501(C)(3)1829608N/AN/A
UNIVERSITY OF PENNSYLVANIA
231352685501(C)(3)592079N/AN/A
UNIVERSITY OF RHODE ISLAND
056014351501(C)(3)320878N/AN/A
UNIVERSITY OF SOUTH CAROLINA
576017985501(C)(3)200615N/AN/A
UNIVERSITY OF SOUTH FLORIDA
590879015501(C)(3)127959N/AN/A
UNIVERSITY OF TEXAS AT AUSTIN
741587488501(C)(3)4056578N/AN/A
UNIVERSITY OF UTAH
876000525501(C)(3)7623N/AN/A
UNIVERSITY OF WASHINGTON
943079432501(C)(3)388843N/AN/A
UNIVERSITY OF WISCONSIN
391742564501(C)(3)97059N/AN/A
VANDERBILT UNIVERSITY
620476822501(C)(3)200720N/AN/A
VIRGINIA COMMONWEALTH UNIVERSITY
540757884501(C)(3)230647N/AN/A
VIRGINIA MILITARY INSTITUTE RESEARCH
540737652501(C)(3)298120N/AN/A
WESTERN KENTUCKY UNIVERSITY
611251555501(C)(3)120240N/AN/A
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants98TotalNbrOf501C3AndGovtGrants

Form990 Schedule I Part III Form990ScheduleIPartIII (6 entries)

Type Of GrantTypeOfGrantNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrantMethod Of ValuationMethodOfValuationDescription Of Non Cash AssistanceDescriptionOfNonCashAssistance
GRANTEE BOOK ALLOWANCE38943947286N/AN/A
GRANTEE MAINTENANCE627376876961N/AN/A
GRANTS (SCHOLARSHIPS)303430797N/AN/A
INSURANCE6891489717N/AN/A
TRAVEL AND FIELD TRIPS20125795267N/AN/A
TUITION322345851657N/AN/A

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierSCHEDULE I, PART I, LINE 2Identifier
Return ReferencePROCEDURES FOR MONITORING GRANTS IN THE UNITED STATESReturnReference
ExplanationOVERALL: ALL OPERATIONS ARE CLOSELY MANAGED BY THE PROGRAM MANAGERS AND VARIOUS DEPARTMENTS WITHIN FINANCE AND ADMINISTRATION (I.E., CFO, CONTROLLER'S DIVISION, GRANTS AND CONTRACTS, LEGAL SERVICES AND ADMINISTRATIVE SERVICES). THERE IS REGULAR MONTHLY MONITORING BY THESE MANAGERS. MID-YEAR BUDGET REVIEWS ARE PERFORMED BY SENIOR MANAGEMENT TO REVIEW THE ACTIVITIES OF ALL PROGRAMS AND ADJUST TO CHANGES IN BUDGET ASSUMPTIONS. PERIODIC REPORTS ARE SUBMITTED TO THE SPONSOR PER CONTRACT OR GRANT REQUIREMENTS. BUDGETS: BUDGETS ARE ESTABLISHED ON A DIVISIONAL AND PROGRAM BASIS WITH CLOSE COORDINATION BETWEEN PROGRAM DIVISIONS AND BUDGET AND FINANCE. VARIANCES ARE REVIEWED EACH MONTH BY THE PROGRAM DIRECTORS AND SEMI-ANNUALLY WITH THE CFO. IIE USES BUDGET TO ACTUAL REPORTS THAT ARE UPDATED WEEKLY TO MONITOR PERFORMANCE. 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.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsXTravelForCompanions
Housing Allowance Or ResidenceXHousingAllowanceOrResidence
Club Dues Or FeesXClubDuesOrFees
Written Policy Re T And E ExpensestrueWrittenPolicyReTAndEExpenses
Substantiation RequiredtrueSubstantiationRequired
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance PaymenttrueSeverancePayment
Supplemental Nonqual Retire PlantrueSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement
Comp Based On Revenue Of Filing OrgfalseCompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related OrgsfalseCompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing OrgfalseCompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate OrgsfalseCompBasedNetEarningsRelateOrgs
Any Non Fixed PaymentsfalseAnyNonFixedPayments
Initial Contract ExceptionfalseInitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (19 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
DR ALLAN E GOODMAN
401165030000027537049000064650514167000
PEGGY BLUMENTHAL
29706502500004356044400048750375696000
EDITH CECIL
205815025000017576044000033120295703000
BRIAN CHEN
227641020000017742046500065120318395000
JAYE CHEN
159985010000015860033000082000227045000
DANIELA Z KAISTH
178841020000016920024000050200244781000
DENNIS W KEAR
15828701000004115038000081350218537000
MARY E KIRK
22712001500001131037716038200284787000
MARK S LAZAR
165218010000015896035500097520236366000
MARK D MOYER
277185015000018018023500078220341525000
SABINE U O'HARA
190893010000014720027750060750249438000
ROBERT E SLATTERY
16168801000004267031350033120210617000
JOAN WALL
159587010000016843035013053220226765000
ELIZABETH KHALIFA
14013702000073830206940165300186744000
JAGRITI PAREKH
1387740600001535027290038420177441000
KIRK LENGA
1263470100000265018420092520164284000
PETER DONDERO
150546000136300027810154690000
NANCY OVERHOLT
135413050001236014251071000158500000
GARY GAFFIELD
1413730500002250005063025110176447000

Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
SCHEDULE J, PART I, LINE 1AOTHER EMPLOYEE EXPENSESTRAVEL 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.
SCHEDULE J, PART I, LINE 4ASEVERANCE PAYMENTGARY GAFFIELD AND SABINE O'HARA RECEIVED SEVERANCE FOR APPROXIMATELY $22,000 AND $14,000 RESPECTIVELY.
SCHEDULE J, PART I, LINE 4BPARTICIPATION IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANTHE CEO AND COO CAN PARTICIPATE IN THE 457(F) PLAN. THE CEO RECEIVED A CONTRIBUTION OF $2,100 AND THE COO RECEIVED A CONTRIBUTION OF $6,600 DURING THE CALENDAR YEAR 2009.

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)

RelationshipRelationshipAmount Of TransactionAmountOfTransactionDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
C SLATTERY
R.SLATTERY(OFFICER)-SON30000EMPLOYMENT (SEE SCHEDULE O)false
GRESHAM FUND
SEE SCHEDULE O3177663IIE LIQUIDATION IN GRESHAM FNDfalse

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (11 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
FORM 990, PART III, LINE 1ORGANIZATION'S MISSIONINSTITUTE OF INTERNATIONAL EDUCATION IS AN INTERNATIONAL ORGANIZATION THAT IMPLEMENTS HIGHER EDUCATION EXCHANGE AND TRAINING PROGRAMS INVOLVING US AND NON-US PARTICIPANTS ON BEHALF OF PUBLIC AND PRIVATE SECTORS, SPONSORS AND DONORS.
FORM 990, PART III, LINE 4A - 4DPROGRAM SERVICE ACCOMPLISHMENTS:LINE 4A - INTERNATIONAL EXCHANGE OF STUDENTS AND SCHOLARS: 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: 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. LINE 4C - HIGHER EDUCATION INSTITUTIONAL DEVELOPMENT: 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. LINE 4D - EMERGENCY STUDENT AND SCHOLAR ASSISTANCE: EXPENSES:$5,828,087 INCLUDING GRANTS OF $2,272,668; REVENUE:$23,930 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:$1,002,409, INCLUDING GRANTS OF $133,711; REVENUE:$706,740 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 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 4BFOREIGN COUNTRIESCHINA; HUNGARY; MEXICO; THAILAND; VIETNAM; EGYPT; INDIA; RUSSIA; UKRAINE; ETHIOPIA.
FORM 990, PART VI, LINE 2FAMILY AND BUSINESS RELATIONSHIPS1. H. JARECKI, TRUSTEE, AND M. KAPLAN, TRUSTEE - BUSINESS RELATIONSHIP 2. H. JARECKI, TRUSTEE, AND T. RUSSO, TRUSTEE - BUSINESS RELATIONSHIP
FORM 990, PART VI, LINE 4CHANGES IN ORGANIZATIONAL DOCUMENTSTHE BOARD OF TRUSTEES RATIFIED THE RESPONSIBILITIES OF THE COMPENSATION AND HUMAN RESOURCES COMMITTEE. ADDITIONALLY THERE WAS AN INCREASE IN THE NUMBER OF MEMBERS FOR THE EXECUTIVE COMMITTEE FOR THE ORGANIZATION.
FORM 990, PART VI, LINE 11AREVIEW PROCESS FOR FORM 990THE 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 12CCONFLICT OF INTEREST POLICYTHE 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.
FORM 990, PART VI, LINE 15A & 15BCOMPENSATION POLICYTHE COMPENSATION / HUMAN RESOURCES COMMITTEE REVIEWS THE SALARIES FOR THE OFFICERS ANNUALLY. 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 PRESENTS COMPENSATION RECOMMENDATIONS FOR THE OFFICERS TO THE EXECUTIVE COMMITTEE FOR APPROVAL. COMPENSATION RECOMMENDATIONS FOR THE CEO AND COO ARE PRESENTED BY THE EXECUTIVE COMMITTEE AND APPROVED BY THE BOARD OF TRUSTEES. THE CFO, IN CONSULTATION WITH THE VP OF HUMAN RESOURCES, AND COO REVIEW COMPENSATION FOR KEY EMPLOYEES IN LINE WITH PROPOSED PERFORMANCE AND COMPETITION WITHIN THE INDUSTRY.
FORM 990, PART VI, LINE 19DOCUMENTS AVAILABLE FOR PUBLIC INSPECTIONINSTITUTE OF INTERNATIONAL EDUCATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART VIIAVERAGE HOURSJ. CHEN AN OFFICER OF IIE, SPENDS ON AVERAGE ONE HOUR EACH WEEK ON INTERNATIONAL FELLOWSHIPS FUND, A RELATED ENTITY.
SCHEDULE L, PART IVBUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS1. C. SLATTERY, THE SON OF R. SLATTERY, OFFICER OF IIE, WORKED PART TIME FOR IIE. THE COMPENSATION PAID FOR FY10 WAS APPROXIMATELY $30,000. 2. GRESHAM FUND - H. JARECKI AND M. KAPLAN, TRUSTEES OF IIE, ALSO SERVED AS PRINCIPAL/CUSTODIAN AND DIRECTOR OF GRESHAM FUND, RESPECTIVELY. IIE LIQUIDATED ITS INTEREST OF $3.2 MILLION IN GRESHAM FUND IN JULY OF 2010.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Address Line1AddressForeign/AddressLine1Province Or StateAddressForeign/ProvinceOrStateCountryAddressForeign/CountryLegal Domicile Foreign CountryLegalDomicileForeignCountry
INTERNATIONAL FELLOWSHIPS FUND INC
809 UNITED NATIONS PLAZA 9 FLNEW YORKNY10017134162722SUPPORT ORGDE501(C)(3)11A - INA
INDONESIAN INTERNATIONAL EDUCATION FDN
EDUC EXCHANGEFGN EXEMPTNAMENARA IMPERIUM 28TH FLJAKARTA SELATANIDID
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgtrueGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgtrueGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgsfalseRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgsfalseRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgstruePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgsfalsePerformOfServicesByOtherOrgs
Sharing Of FacilitiestrueSharingOfFacilities
Sharing Of Paid EmployeestrueSharingOfPaidEmployees
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgtrueReimbursementPaidByOtherOrg
Other Transfer To Other OrgfalseOtherTransferToOtherOrg
Other Transfer From Other OrgtrueOtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolved
INTERNATIONAL FELLOWSHIPS FUND INC
CKMNP4520901
INDONESIAN INTERNATIONAL EDUCATION FDN
B1068746

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