2011-05-11T09:28:09-04:00 2010-09-30 PricewaterhouseCoopers LLP 300 Madison Avenue New York NY 10017 990 2009-10-01 131624046 INSTITUTE OF INTERNATIONAL EDUCATION INST 2128838200 809 UNITED NATIONS PLAZA NEW YORK NY 10017 MARK D MOYER 2128838200 2011-05-10 6464713000 2009 2016-02-24 21:20:13Z ALLAN E GOODMAN 809 UNITED NATIONS PLAZA NEW YORK NY 10017 334703242 false X WWW.IIE.ORG X 1919 NY IIE 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. 44 41 695 8219 -5228 338813957 309497032 22459248 19887063 982725 1974557 -101115 -107183 362154815 331251469 238799078 238810562 0 0 43696901 47265672 197713 309868 1134007 60011904 51863010 342705596 338249112 19449219 -6997643 179112391 180798884 69111228 71450570 110001163 109348314 SEE SCHEDULE O. false false 242330124 181415267 11368163 INTERNATIONAL EXCHANGE OF STUDENTS AND SCHOLARS. SEE SCHEDULE O. 57251735 46556600 959190 LEADERSHIP DEVELOPMENT EDUCATIONAL SERVICES. SEE SCHEDULE O. 21805563 8432316 6829040 HIGHER EDUCATION INSTITUTIONAL DEVELOPMENT. 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RESTRICTED RESTRICTED RESTRICTED RESTRICTED true true false false false false true false true 108967 108967 false SCHEDULE C, PART II-B, LINE 1I OTHER LOBBYING ACTIVITIES THE 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. 54916515 1504318 4894436 2177677 589946 58547646 48107918 6871737 2357117 2420257 54916515 0.11000 0.06000 0.83000 false false 0 0 19422947 11097648 8325299 0 8876726 3371604 5505122 0 7897989 6026902 1871087 0 15571470 8292945 7278525 22980033 ARCHSTONE 5099447 F EVANSTONE/WEATHERLOW 4977700 F PIMCO 6900396 F 16977543 331251469 338249112 -6997643 6344794 6344794 -652849 337403922 6344794 6344794 331059128 192341 192341 331251469 338056771 338056771 192341 192341 338249112 true Central America and the Caribbean Grantmaking 62279 Central America and the Caribbean Program Services Education Grants-Indiv 786171 Central America and the Caribbean Investments 0 East Asia and the Pacific 4 27 Maintaining offices 3214007 East Asia and the Pacific Grantmaking 128054 East Asia and the Pacific Program Services EDUCATION GRANTS-INDIV 12741015 Europe (Including Iceland and Greenland) 1 11 Maintaining offices 1337077 Europe (Including Iceland and Greenland) Grantmaking 251510 Europe (Including Iceland and Greenland) Program Services EDUCATION GRANTS-INDIV 11294906 Middle East and North Africa 1 10 Maintaining offices 1208986 Middle East and North Africa Grantmaking 221181 Middle East and North Africa Program Services EDUCATION GRANTS-INDIV 6261076 North America 1 15 Maintaining offices 1599470 North America Program Services EDUCATION GRANTS-INDIV 770782 Russia and the Newly Independent States 2 25 Maintaining offices 1956104 Russia and the Newly Independent States Grantmaking 64075 Russia and the Newly Independent States Program Services EDUCATION GRANTS-INDIV 1708640 South America Program Services EDUCATION GRANTS-INDIV 2868193 South Asia 1 7 Maintaining offices 285904 South Asia Program Services EDUCATION GRANTS-INDIV 1439880 Sub-Saharan Africa 1 4 Maintaining offices 373096 Sub-Saharan Africa Program Services EDUCATION GRANTS-INDIV 21997276 11 99 70569682 CENTRAL AMERICA AND THE EDUCATION 40018 CHECK N/A N/A CENTRAL AMERICA AND THE EDUCATION 22262 CHECK N/A N/A EAST ASIA AND THE PACIFI EDUCATION 27000 CHECK N/A N/A EAST ASIA AND THE PACIFI EDUCATION 101054 CHECK N/A N/A EUROPE EDUCATION 71500 CHECK N/A N/A EUROPE EDUCATION 101872 CHECK N/A N/A EUROPE EDUCATION 6000 CHECK N/A N/A EUROPE EDUCATION 36192 CHECK N/A N/A EUROPE 34511 CHECK N/A N/A MIDDLE EAST AND NORTH AF 10568 CHECK N/A N/A MIDDLE EAST AND NORTH AF 11100 CHECK N/A N/A MIDDLE EAST AND NORTH AF 12960 CHECK N/A N/A MIDDLE EAST AND NORTH AF 27865 CHECK N/A N/A MIDDLE EAST AND NORTH AF 56288 CHECK N/A N/A MIDDLE EAST AND NORTH AF 57600 CHECK N/A N/A MIDDLE EAST AND NORTH AF 29250 CHECK N/A N/A MIDDLE EAST AND NORTH AF 10550 CHECK N/A N/A RUSSIA AND THE NEWLY IND 64075 CHECK N/A N/A 18 GRANTEE MAINTENANCE (COST OF LIVING) Cent. America/Caribbean 35 176329 CHECK N/A N/A INSURANCE Cent. America/Caribbean 18 3416 Check N/A N/A GRANTS (SCHOLARSHIPS) Cent. America/Caribbean 91 446678 Check N/A N/A TRAVEL AND FIELD TRIPS Cent. America/Caribbean 35 141438 Check N/A N/A TUITION Cent. America/Caribbean 7 18310 Check N/A N/A GRANTEE ALLOWANCE, BOOKS East Asia/Pacific 1 1000 Check N/A N/A GRANTEE MAINTENANCE (COST OF LIVING) East Asia/Pacific 401 3282728 Check N/A N/A INSURANCE East Asia/Pacific 145 14822 Check N/A N/A GRANTS (SCHOLARSHIPS) East Asia/Pacific 696 5449591 Check N/A N/A TRAVEL AND FIELD TRIPS East Asia/Pacific 231 559261 Check N/A N/A TUITION East Asia/Pacific 471 3433613 Check N/A N/A GRANTEE ALLOWANCE, BOOKS Europe/Iceland/Greenland 21 17987 Check N/A N/A GRANTEE MAINTENANCE (COST OF LIVING) Europe/Iceland/Greenland 345 3238995 Check N/A N/A INSURANCE Europe/Iceland/Greenland 213 57429 Check N/A N/A GRANTS (SCHOLARSHIPS) Europe/Iceland/Greenland 811 4726296 Check N/A N/A TRAVEL AND FIELD TRIPS Europe/Iceland/Greenland 298 912986 Check N/A N/A TUITION Europe/Iceland/Greenland 176 2341213 Check N/A N/A GRANTEE ALLOWANCE, BOOKS Middle East/North Africa 6 8339 Check N/A N/A GRANTEE MAINTENANCE (COST OF LIVING) Middle East/North Africa 237 2690736 Check N/A N/A INSURANCE Middle East/North Africa 85 35980 Check N/A N/A GRANTS (SCHOLARSHIPS) Middle East/North Africa 137 1159885 Check N/A N/A TRAVEL AND FIELD TRIPS Middle East/North Africa 71 232999 Check N/A N/A TUITION Middle East/North Africa 80 2133137 Check N/A N/A GRANTEE ALLOWANCE, BOOKS North America 2 75 Check N/A N/A GRANTEE MAINTENANCE (COST OF LIVING) NORTH AMERICA 74 208534 Check N/A N/A INSURANCE NORTH AMERICA 45 3451 Check N/A N/A GRANTS (SCHOLARSHIPS) NORTH AMERICA 36 195100 Check N/A N/A TRAVEL AND FIELD TRIPS NORTH AMERICA 72 202013 Check N/A N/A TUITION NORTH AMERICA 29 161609 Check N/A N/A GRANTEE MAINTENANCE (COST OF LIVING) Russia 102 1142825 Check N/A N/A INSURANCE Russia 4 540 Check N/A N/A GRANTS (SCHOLARSHIPS) Russia 50 359715 Check N/A N/A TRAVEL AND FIELD TRIPS Russia 33 60182 Check N/A N/A TUITION Russia 10 145378 Check N/A N/A GRANTEE ALLOWANCE, BOOKS South America 1 450 Check N/A N/A GRANTEE MAINTENANCE (COST OF LIVING) SOUTH AMERICA 147 787109 Check N/A N/A INSURANCE SOUTH AMERICA 43 7759 Check N/A N/A GRANTS (SCHOLARSHIPS) SOUTH AMERICA 244 1366888 Check N/A N/A TRAVEL AND FIELD TRIPS SOUTH AMERICA 129 452851 Check N/A N/A TUITION SOUTH AMERICA 49 253136 Check N/A N/A GRANTEE ALLOWANCE, BOOKS South Asia 1 1800 Check N/A N/A GRANTEE MAINTENANCE (COST OF LIVING) SOUTH ASIA 80 454516 Check N/A N/A INSURANCE SOUTH ASIA 38 6127 Check N/A N/A GRANTS (SCHOLARSHIPS) SOUTH ASIA 57 390731 Check N/A N/A TRAVEL AND FIELD TRIPS SOUTH ASIA 71 247952 Check N/A N/A TUITION SOUTH ASIA 41 338754 Check N/A N/A GRANTEE ALLOWANCE, BOOKS Sub-Saharan Africa 249 354891 Check N/A N/A GRANTEE MAINTENANCE (COST OF LIVING) SUB-SAHARAN AFRICA 565 7537284 Check N/A N/A INSURANCE SUB-SAHARAN AFRICA 403 441254 Check N/A N/A GRANTS (SCHOLARSHIPS) SUB-SAHARAN AFRICA 334 1997939 Check N/A N/A TRAVEL AND FIELD TRIPS SUB-SAHARAN AFRICA 503 2368563 Check N/A N/A TUITION SUB-SAHARAN AFRICA 857 9297345 Check N/A N/A SCHEDULE F, PART I, LINE 2 PROCEDURES FOR MONITORING GRANTS OUTSIDE THE UNITED STATES OVERALL: 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. 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VIRGINIA COMMONWEALTH UNIVERSITY 540757884 501(C)(3) 230647 N/A N/A VIRGINIA MILITARY INSTITUTE RESEARCH 540737652 501(C)(3) 298120 N/A N/A WESTERN KENTUCKY UNIVERSITY 611251555 501(C)(3) 120240 N/A N/A 98 GRANTEE BOOK ALLOWANCE 3894 3947286 N/A N/A GRANTEE MAINTENANCE 6273 76876961 N/A N/A GRANTS (SCHOLARSHIPS) 303 430797 N/A N/A INSURANCE 689 1489717 N/A N/A TRAVEL AND FIELD TRIPS 2012 5795267 N/A N/A TUITION 3223 45851657 N/A N/A SCHEDULE I, PART I, LINE 2 PROCEDURES FOR MONITORING GRANTS IN THE UNITED STATES OVERALL: 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. X X X true true X X X X X true true false false false false false false false DR ALLAN E GOODMAN 401165 0 30000 0 27537 0 49000 0 6465 0 514167 0 0 0 PEGGY BLUMENTHAL 297065 0 25000 0 4356 0 44400 0 4875 0 375696 0 0 0 EDITH CECIL 205815 0 25000 0 17576 0 44000 0 3312 0 295703 0 0 0 BRIAN CHEN 227641 0 20000 0 17742 0 46500 0 6512 0 318395 0 0 0 JAYE CHEN 159985 0 10000 0 15860 0 33000 0 8200 0 227045 0 0 0 DANIELA Z KAISTH 178841 0 20000 0 16920 0 24000 0 5020 0 244781 0 0 0 DENNIS W KEAR 158287 0 10000 0 4115 0 38000 0 8135 0 218537 0 0 0 MARY E KIRK 227120 0 15000 0 1131 0 37716 0 3820 0 284787 0 0 0 MARK S LAZAR 165218 0 10000 0 15896 0 35500 0 9752 0 236366 0 0 0 MARK D MOYER 277185 0 15000 0 18018 0 23500 0 7822 0 341525 0 0 0 SABINE U O'HARA 190893 0 10000 0 14720 0 27750 0 6075 0 249438 0 0 0 ROBERT E SLATTERY 161688 0 10000 0 4267 0 31350 0 3312 0 210617 0 0 0 JOAN WALL 159587 0 10000 0 16843 0 35013 0 5322 0 226765 0 0 0 ELIZABETH KHALIFA 140137 0 2000 0 7383 0 20694 0 16530 0 186744 0 0 0 JAGRITI PAREKH 138774 0 6000 0 1535 0 27290 0 3842 0 177441 0 0 0 KIRK LENGA 126347 0 10000 0 265 0 18420 0 9252 0 164284 0 0 0 PETER DONDERO 150546 0 0 0 1363 0 0 0 2781 0 154690 0 0 0 NANCY OVERHOLT 135413 0 500 0 1236 0 14251 0 7100 0 158500 0 0 0 GARY GAFFIELD 141373 0 5000 0 22500 0 5063 0 2511 0 176447 0 0 0 SCHEDULE J, PART I, LINE 1A OTHER EMPLOYEE EXPENSES TRAVEL FOR COMPANIONS: THERE IS A HOME LEAVE POLICY IN WHICH INTERNATIONAL DIRECTORS THAT HAVE RELOCATED FOR THE ORGANIZATION ARE ALLOWED TO TRAVEL HOME ONCE EVERY TWO YEARS WITH THEIR FAMILY. HOUSING ALLOWANCE: ONE OF THE HIGHEST COMPENSATED EMPLOYEES, ELIZABETH KHALIFA, RECEIVES HOUSING ALLOWANCE. THIS EMPLOYEE IS AN INTERNATIONAL DIRECTOR LIVING OUTSIDE THE U.S. SOCIAL CLUB DUES: DR. ALLAN E. GOODMAN, CEO, IS A MEMBER OF THE CITY CLUB OF WASHINGTON AT FRANKLIN SQUARE WHICH IS LESS THAN $10K A YEAR. SCHEDULE J, PART I, LINE 4A SEVERANCE PAYMENT GARY GAFFIELD AND SABINE O'HARA RECEIVED SEVERANCE FOR APPROXIMATELY $22,000 AND $14,000 RESPECTIVELY. SCHEDULE J, PART I, LINE 4B PARTICIPATION IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN THE 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. C SLATTERY R.SLATTERY(OFFICER)-SON 30000 EMPLOYMENT (SEE SCHEDULE O) false GRESHAM FUND SEE SCHEDULE O 3177663 IIE LIQUIDATION IN GRESHAM FND false FORM 990, PART III, LINE 1 ORGANIZATION'S MISSION INSTITUTE 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 - 4D PROGRAM 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 4B FOREIGN COUNTRIES CHINA; HUNGARY; MEXICO; THAILAND; VIETNAM; EGYPT; INDIA; RUSSIA; UKRAINE; ETHIOPIA. FORM 990, PART VI, LINE 2 FAMILY AND BUSINESS RELATIONSHIPS 1. H. JARECKI, TRUSTEE, AND M. KAPLAN, TRUSTEE - BUSINESS RELATIONSHIP 2. H. JARECKI, TRUSTEE, AND T. RUSSO, TRUSTEE - BUSINESS RELATIONSHIP FORM 990, PART VI, LINE 4 CHANGES IN ORGANIZATIONAL DOCUMENTS THE 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 11A REVIEW PROCESS FOR FORM 990 THE ORGANIZATION'S AUDIT COMMITTEE REVIEWS THE FINAL FORM 990. THE FINAL FORM 990 IS THEN DISTRIBUTED TO THE EXECUTIVE COMMITTEE AND THEN THE BOARD OF TRUSTEE MEMBERS BEFORE FILING. FORM 990, PART VI, LINE 12C CONFLICT OF INTEREST POLICY THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO ALL OFFICERS, TRUSTEES AND EMPLOYEES. UPDATED ANNUAL DISCLOSURES ARE REQUIRED FROM EACH RECIPIENT. THIS PROCESS IS MONITORED BY HUMAN RESOURCES. FORM 990, PART VI, LINE 15A & 15B COMPENSATION POLICY THE 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 19 DOCUMENTS AVAILABLE FOR PUBLIC INSPECTION INSTITUTE OF INTERNATIONAL EDUCATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VII AVERAGE HOURS J. CHEN AN OFFICER OF IIE, SPENDS ON AVERAGE ONE HOUR EACH WEEK ON INTERNATIONAL FELLOWSHIPS FUND, A RELATED ENTITY. SCHEDULE L, PART IV BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS 1. 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. INTERNATIONAL FELLOWSHIPS FUND INC 809 UNITED NATIONS PLAZA 9 FL NEW YORK NY 10017 134162722 SUPPORT ORG DE 501(C)(3) 11A - I NA INDONESIAN INTERNATIONAL EDUCATION FDN MENARA IMPERIUM 28TH FL JAKARTA SELATAN ID EDUC EXCHANGE ID FGN EXEMPT NA false true true false false false false false false false true false true true false true false true INTERNATIONAL FELLOWSHIPS FUND INC CKMNP 4520901 INDONESIAN INTERNATIONAL EDUCATION FDN B 1068746