2026-08-13T17:06:42-05:00 2025-09-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2024-10-01 135633307 HIAS INC HIAS 3018447300 1300 SPRING STREET 500 SILVER SPRING MD 20910 ADAM MAYAKI CFAO 3018447300 2026-08-13 1 0 RICHARD J LOCASTRO CPA P00288314 3019519090 2024 2025-03-06 01:10:19Z BETH OPPENHEIM 1300 SPRING STREET 500 SILVER SPRING MD 20910 134347150 0 X WWW.HIAS.ORG X 1881 NY HIAS IS THE GLOBAL JEWISH NGO HELPING THE FORCIBLY DISPLACED FIND SAFETY, WELCOME & OPPORTUNITY. 24 23 283 304 -306095 0 136348669 105468163 460557 1766839 3735599 345647 8563 2144 140553388 107582793 71756464 58555002 0 0 55339307 38704719 147922 1433544 6110751 24613544 14747836 151857237 113441101 -11303849 -5858308 91979046 72745531 50877445 38600937 41101601 34144594 X HIAS IS THE INTERNATIONAL JEWISH NONPROFIT THAT STANDS FOR A WORLD IN WHICH FORCIBLY DISPLACED PEOPLE FIND WELCOME, SAFETY, AND OPPORTUNITY.(CONTINUED ON SCHEDULE O)THERE HAVE NEVER BEEN MORE PEOPLE SEEKING SAFETY AND SO FEW PLACES WILLING TO PROTECT AND WELCOME THEM. OVER 120 MILLION PEOPLE ARE FORCIBLY DISPLACED IN THE WORLD TODAY. FOR OVER 100 YEARS, HIAS HAS BEEN THERE FOR REFUGEES WHEN AND WHERE THEY NEED HELP MOST. WE ARE A JEWISH HUMANITARIAN ORGANIZATION THAT WORKS IN THE UNITED STATES AND INTERNATIONALLY, PROVIDING VITAL SERVICES TO REFUGEES AND VULNERABLE MIGRANTS SO THEY CAN REBUILD THEIR LIVES. IN 2025, OUR COUNTRY PORTFOLIO CHANGED FROM 25 COUNTRIES AT THE START OF THE CALENDAR YEAR TO 12 BY YEAR-END. 0 0 68472708 53515530 1766839 U.S. PROGRAM SERVICE ACCOMPLISHMENTS: THROUGH HIAS' NATIONAL RESETTLEMENT AND INTEGRATION WORK IN THE UNITED STATES, AS WELL AS ITS ECONOMIC AND SOCIAL SERVICES, HIAS HELPS FORCIBLY DISPLACED PEOPLE IN THEIR ECONOMIC AND SOCIAL INCLUSION IN THE UNITED STATES. (CONTINUED ON SCHEDULE O)THROUGH OUR NATIONAL RESETTLEMENT NETWORK OF 30 AFFILIATES, HIAS PROVIDED CLIENTS WITH NEW PROGRAMMING AND RESOURCES TO SUPPORT THEIR FULL ECONOMIC AND SOCIAL INCLUSION IN THE UNITED STATES. HIAS' ECONOMIC INCLUSION PROGRAMS TAKE A HOLISTIC APPROACH BY SUPPORTING AND EMPOWERING CLIENTS THROUGH EARLY EMPLOYMENT OR ENTREPRENEURSHIP, WHILE SIMULTANEOUSLY ENHANCING THEIR FINANCIAL CAPABILITY TO ACHIEVE LONG-TERM ECONOMIC INDEPENDENCE. HIAS WORKS WITH CLIENTS, NOT ONLY TO GAIN NEW SKILLS FOR OPTIMAL EMPLOYMENT AND A CHANGING WORKFORCE, BUT ALSO TO BUILD THEIR FINANCIAL KNOWLEDGE, SAVINGS, AND ASSETS --SUCH AS FOR PURCHASING A VEHICLE OR HOME, STARTING A BUSINESS, OR SAVING FOR HIGHER EDUCATION. ACROSS A RANGE OF INDUSTRIES, HIAS PARTNERS WORK WITH LOCAL AND NATIONAL EMPLOYERS TO INTEGRATE REFUGEES INTO THE WORKFORCE AND PROVIDE TRAINING FOR CAREER DEVELOPMENT AND UPWARD MOBILITY. OUR NETWORK OF AFFILIATES ALSO WORKS WITH PARTNERS TO HELP REFUGEES LAUNCH OR EXPAND SMALL BUSINESSES, ACCESS CONTINUING EDUCATION, AND DEVELOP ENGLISH LANGUAGE PROFICIENCY. IN ADDITION TO ECONOMIC INCLUSION, HIAS' SOCIAL INCLUSION PROGRAMS HELP REFUGEES ACCESS CRITICAL SERVICES AND SUCCESSFULLY INTEGRATE INTO THEIR NEW COMMUNITIES WHILE MAINTAINING THEIR CULTURE AND IDENTITY. HIAS WORKS WITH CLIENTS TO IMPROVE MENTAL HEALTH AND PSYCHOSOCIAL WELL-BEING, BUILD SOCIAL SUPPORT NETWORKS, AND ADJUST TO DAILY LIFE IN A NEW COUNTRY AS THEY BEGIN TO HEAL FROM THE TRAUMA OF DISPLACEMENT.HIAS' US-BASED SOCIAL SERVICES TEAM PROVIDES COMPREHENSIVE, COMPLEMENTARY SUPPORT TO LEGAL CLIENTS. THIS INCLUDES CLINICAL CASE MANAGEMENT, A ROBUST VOLUNTEER AND COMMUNITY SUPPORT PROGRAM, AND OUR ONGOING ASYLEE OUTREACH PROJECT. HIAS OFFERS PRO BONO LEGAL SERVICES TO REFUGEES, ASYLUM SEEKERS AND OTHER FORCIBLY DISPLACED PERSONS THROUGH OUR DIRECT IMMIGRATION LEGAL SERVICES PROGRAM IN NEW YORK AND SILVER SPRING, AS WELL AS THROUGH AN ACTIVE NETWORK OF OVER 2,000 PRO BONO ATTORNEYS NATIONWIDE. THIS ADDITIONAL SUPPORT HELPS CLIENTS, NOT ONLY NAVIGATE THE COMPLICATIONS AND DIFFICULTIES OF LONG LEGAL PROCESSES, BUT ALSO IN ADJUSTING TO LIFE IN A NEW COMMUNITY. IN FISCAL YEAR 2025, HIAS' US LEGAL PROGRAMS SERVED 1433 INDIVIDUALS. WE ADVOCATE FOR THE RIGHTS OF FORCIBLY DISPLACED PEOPLE AND LEAD THE JEWISH MOVEMENT FOR REFUGEES AND ASYLUM SEEKERS. WE EDUCATE, ORGANIZE, AND MOBILIZE AMERICAN JEWS TO PUT THEIR VALUES INTO ACTION AND ADVOCATE FOR REFUGEES IN THE U.S. AND GLOBALLY. WE FUEL THE JEWISH RESPONSE TO THE GLOBAL REFUGEE CRISIS BY EQUIPPING CLERGY, LEADERSHIP, CONGREGATIONS, AND INDIVIDUALS WITH THE TOOLS AND IDEAS TO FIGHT FOR THE RIGHTS OF ASYLUM SEEKERS LOCALLY AND HOLD ELECTED OFFICIALS ACCOUNTABLE. STATEWIDE COALITIONS AND LOCAL PARTNERSHIPS FUEL HIAS' WORK AT THE GRASSROOTS LEVEL ACROSS THE NATION. THROUGHOUT THE COUNTRY, AND WITH THE FOCUSED WORK OF OUR ESTABLISHED REGIONAL OUTREACH PROGRAMS IN NEW YORK AND LOS ANGELES, HIAS ENGAGES WITH A BROAD RANGE OF ORGANIZATIONS AND LEADERS ACROSS THE COUNTRY TO EDUCATE COMMUNITIES ABOUT THE ISSUES FACING REFUGEES AND ASYLUM SEEKERS AND MOBILIZE SUPPORT TO ADVANCE THEIR RIGHTS. 20389673 5039472 INTERNATIONAL PROGRAM SERVICE ACCOMPLISHMENTS: HIAS DELIVERS CRITICAL SERVICES TO FORCIBLY DISPLACED POPULATIONS THAT PROVIDE RELIEF FROM CRISIS, AND SUPPORT THEM IN REBUILDING THEIR LIVES WITH DIGNITY. (CONTINUED ON SCHEDULE O)AS A RESULT OF THEIR EXPERIENCES - FROM UPROOTING THEIR LIVES TO SURVIVING OR WITNESSING VIOLENCE - MANY REFUGEES NEED URGENT SERVICES AS WELL AS LONG-TERM SUPPORT IN ORDER TO GAIN GREATER STABILITY AND REBUILD THEIR LIVES.HIAS PARTNERS CLOSELY WITH DOMESTIC AND INTERNATIONAL LEADERSHIP, LIKE THE U.S. DEPARTMENT OF STATE AND THE UNITED NATIONS HIGH COMMISSIONER FOR REFUGEES, AS WELL AS REFUGEE AGENCIES AND HUMAN RIGHTS GROUPS. OUR WELL-ESTABLISHED PARTNERSHIPS ENABLE US TO SHARE OUR EXPERTISE, ACHIEVE OUR ADVOCACY OBJECTIVES, AND MAXIMIZE OUR IMPACT. LEGAL STATUS IS CRITICAL FOR REFUGEES. WITHOUT LEGAL STATUS, REFUGEES ARE FORCED TO LIVE ON THE MARGINS OF SOCIETY, LACKING HEALTHCARE, EDUCATION, DIGNIFIED WORK, OR SAFE SHELTER - SOMETIMES FOR GENERATIONS. IN RESPONSE TO THE HUNDREDS OF THOUSANDS OF SUDANESE REFUGEES WHO HAVE FLED TO EASTERN CHAD, HIAS HAS EMPLOYED A MULTIFACETED APPROACH CENTERED ON RISK MITIGATION, RESPONSIVE ACTION, AND PROACTIVE PREVENTION TO COMBAT SEX-BASED VIOLENCE. WITHIN THE 2025 CALENDAR YEAR, OVER 13,000 PEOPLE HAVE BEEN REACHED THROUGH ENCOURAGING A SUPPORTIVE ENVIRONMENT FOR HEALING AND MENTAL HEALTH AND PSYCHOSOCIAL SUPPORT (MHPSS) SERVICES SUCH AS COUNSELING AND COMMUNITY TRAINING ON HOW TO RECOGNIZE AND RESPOND TO EMOTIONAL DISTRESS. COLLABORATING CLOSELY WITH COMMUNITY STAKEHOLDERS, HIAS DELIVERED CHILD PROTECTION SERVICES AND ORGANIZED AWARENESS CAMPAIGNS. HIAS HAS DIRECTLY ASSISTED OVER 43,000 CHILDREN THROUGH THIS WORK. MOREOVER, HIAS HAS DIRECTLY AND INDIRECTLY REACHED OVER 33,000 PEOPLE IN CHAD WITH CASH-BASED INTERVENTIONS AND CASH AND VOUCHER ASSISTANCE GIVING BENEFICIARIES THE FLEXIBILITY TO MEET THEIR OWN NEEDS WHILE SUPPORTING LOCAL ECONOMIES. EXAMPLES OF HIAS' IMPACT IN THE 2025 CALENDAR YEAR: - HIAS REACHED NEARLY 567,000 PEOPLE WORLDWIDE, INCLUDING THE PROVISION OF DIRECT SERVICES TO NEARLY 320,000 INDIVIDUALS. - HIAS' MHPSS REACHED OVER 73,000 PEOPLE BOTH DIRECTLY AND INDIRECTLY. - HIAS' PROGRAMS FOR THE PREVENTION OF VIOLENCE AGAINST WOMEN AND GIRLS REACHED OVER 80,000 PEOPLE BOTH DIRECTLY AND INDIRECTLY. - HIAS REACHED OVER 81,000 PEOPLE WITH LEGAL PROTECTION ACTIVITIES GLOBALLY. - IN 2025 CALENDAR YEAR, HIAS PROVIDED CASH AND VOUCHER ASSISTANCE TO MEET THE BASIC NEEDS OF FORCIBLY DISPLACED PEOPLE, REACHING OVER 54,000 PEOPLE GLOBALLY.- IN 2025, HIAS PROVIDED RESETTLEMENT SUPPORT RESETTLING 2,213 REFUGEES IN THE UNITED STATES. - IN CHAD, HIAS ADMINISTERED SERVICES TO OVER 257,700 PEOPLE FLEEING VIOLENCE IN SUDAN AND OTHER CONFLICT AREAS. HIAS STAFF CONDUCTED PROTECTION ACTIVITIES ADDRESSING VIOLENCE AGAINST WOMEN AND GIRLS REACHING OVER 20,400 PEOPLE IN DISPLACED COMMUNITIES.- IN ISRAEL, HIAS IS ONE OF THE LEADING LEGAL AID PROVIDERS FOR DISPLACED PERSONS, WHERE THEY SERVED OVER 1,100 DISPLACED PERSONS DIRECTLY THROUGH LEGAL ASSISTANCE AND REPRESENTATION INCLUDING PALESTINIANS AND OTHER REFUGEES FACING THE THREAT OF DEPORTATION IN THE WAKE OF THE ONGOING CONFLICT AND IN THE CONTEXT OF WAR. - IN KENYA, HIAS SERVED OVER 900 PEOPLE DIRECTLY WITH COMMUNITY-BASED APPROACHES TO BOTH INDIVIDUAL AND GROUP MHPSS SUPPORT. - IN VENEZUELA, HIAS MET THE WATER, SANITATION, AND HYGIENE NEEDS OF OVER 4,200 DISPLACED PEOPLE AND HOST POPULATIONS. - IN MEXICO, HIAS SUPPORTED OVER 1,000 WITH MHPSS; AND PROVIDED OVER 3,500 WITH SERVICES TO PREVENT SEX-BASED VIOLENCE AND MITIGATE ITS IMPACT. - IN ECUADOR, HIAS' ECONOMIC INCLUSION PROGRAMS REACHED OVER 1,100 PEOPLE DIRECTLY THROUGH ITS FLAGSHIP GRADUATION MODEL APPROACH. OVER 19,600 INDIVIDUALS WERE REACHED THROUGH CASH AND VOUCHER ASSISTANCE TO MEET THEIR BASIC NEEDS.- IN COSTA RICA, HIAS SUPPORTED NEARLY 6,700 INDIVIDUALS DIRECTLY AND INDIRECTLY THROUGH LEGAL PROTECTION PROGRAMS. - IN PANAMA, OVER 23,000 PEOPLE WERE REACHED WITH VARIOUS PROGRAMS, INCLUDING OVER 3,700 PEOPLE RECEIVING LEGAL ASSISTANCE. - IN COLOMBIA, HIAS SERVED OVER 36,700 PEOPLE WITH VARIOUS PROGRAMS, INCLUDING SHELTER, FOOD, PREVENTION OF SEX-BASED VIOLENCE, AND MHPSS. - HIAS SERVED OVER 32,300 PEOPLE FLEEING VIOLENCE IN UKRAINE, AND MOLDOVA. 88862381 1 1 0 1 0 0 0 0 0 1 1 1 0 1 1 0 0 1 0 1 1 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 X 56 0 1 283 1 1 1 1 AA AU BE CD CO CS HR DR EC GR GT GY HO IS KE MX MD PM PE PL RO SF UP UK VE 0 0 0 0 0 0 0 0 0 0 X 24 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI X X ADAM MAYAKI 3018447300 1300 SPRING STREET SUITE 500 SILVER SPRING MD 20910 DAVID WEISS CEO THEN SEC-TREAS. (EFF. 07/25) 35.00 X X 106495 0 12 TAMAR NEWBERGER CHAIR 9.00 X X 0 0 0 DANIEL GROSSMAN VICE CHAIR THEN BD MBR (EFF. 07/25) 5.00 X X 0 0 0 ILAN ROSENBERG BD MBR THEN VICE CHAIR (EFF. 07/25) 3.00 X X 0 0 0 LEON RODRIGUEZ SEC-TREAS. THEN BD MBR (EFF. 07/25) 3.00 X X 0 0 0 WILLIAM M ABRAMS BOARD MEMBER 3.00 X 0 0 0 DAVID JAVDAN BOARD MEMBER 1.00 X 0 0 0 SARAH SCHONBERG BRODSKY BOARD MEMBER 2.00 X 0 0 0 JULIE GERSTEN BOARD MEMBER 15.00 X 0 0 0 HARLEY UNGAR BOARD MEMBER 3.00 X 0 0 0 STAFFORD FITZGERALD HANEY BOARD MEMBER 2.00 X 0 0 0 ANDREW HEINRICH BOARD MEMBER 2.00 X 0 0 0 GARY HIRSCHBERG BOARD MEMBER 2.00 X 0 0 0 JENNIFER INDIG BOARD MEMBER 2.00 X 0 0 0 ROBYN LAMONT BOARD MEMBER 3.00 X 0 0 0 MAHARAT RORI PICKER NEISS BOARD MEMBER 2.00 X 0 0 0 ROLF STERN BOARD MEMBER 4.00 X 0 0 0 DANIEL TAVAKOLI BOARD MEMBER 2.00 X 0 0 0 STEPHANIE MUDICK BOARD MEMBER 4.00 X 0 0 0 MITCHELL GORDON BOARD MEMBER 6.00 X 0 0 0 STEVEN KOLTAI BOARD MEMBER 2.00 X 0 0 0 JULIUS GENACHOWSKI BOARD MEMBER (END 06/25) 1.00 X 0 0 0 FRANK RISCH BOARD MEMBER (END 06/25) 2.00 X 0 0 0 MARA COHEN BOARD MEMBER (START 07/25) 2.00 X 0 0 0 VICTORIA FEDER BOARD MEMBER (START 07/25) 2.00 X 0 0 0 ELLISA SAGOR BOARD MEMBER (START 07/25) 2.00 X 0 0 0 MARK HETFIELD PRESIDENT 35.00 3.00 X 368584 0 19299 BETH OPPENHEIM CERO THEN CEO (EFF. 09/25) 35.00 X 250189 0 28357 SABRINA LUSTGARTEN BEJMAN EXECUTIVE VICE PRESIDENT & COO 35.00 3.00 X 270497 0 37043 RAPHAEL MARCUS CHIEF PROGRAMS OFFICER 35.00 X 234050 0 38375 ALICE ROBERTSON CHIEF PEOPLE AND CULTURE OFFICER 35.00 X 236465 0 21969 EMILY RUSS DIRECTOR, RSC 35.00 X 194475 0 89968 MULUEMEBET HUNEGNAW CHIEF STRATEGY & MEASUREMENT OFF. 35.00 X 222044 0 38272 JESSICA REESE CHIEF INSTITUTIONAL DEV'L OFFICER 35.00 X 244317 0 12243 RACHEL LEVITAN CHIEF GLOBAL POLICY & ADVOCACY OFF. 35.00 X 216344 0 37149 MERRILL ZACK VP, COMMUNITY ENGAGEMENT 35.00 X 198472 0 37480 LARA MONINGHOFF FORMER CFO 35.00 3.00 X 138603 0 7136 2680535 0 367303 110 1 1 0 M&R STRATEGIC SVCS INC 1101 CONNECTICUT AVE NW 7FL WASHINGTON DC 20036 FUNDRASING/ADVERTISING CONSULTING 1761810 CLARENDON PARTNERS LLC 1220 N FILLMORE ST STE 305 ARLINGTON CA 22201 ERP CONSULTING 663676 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 FINANCE & ACCOUNTING SERVICES 557733 ACCENTURE INTERNATIONAL LIMITED 1 GRAND CANAL SQUARE DUBLIN EI 2 D02 P820 STRATEGIC PLANNING SERVICE 557027 MICROSOFT PO BOX 842103 DALLAS TX 75284 INFORMATION TECH SERVICE PROVIDER 545500 38 71423357 34044806 657625 105468163 SERVICES FEES & OTHER REVENUES 900099 1185456 1185456 MIGRANT LOAN & PROCESSING FEES 900099 581383 581383 1766839 1131253 -306095 1437348 2144 2144 25978751 26764357 -785606 -785606 -785606 107582793 1766839 -306095 653886 50547954 50547954 2967576 2967576 5039472 5039472 1468503 382953 722698 362852 25645200 16087719 7640837 1916644 1038072 495868 435085 107119 7725737 4773616 2358450 593671 2827207 1880864 745409 200934 1738080 423627 1314453 416460 21406 395054 1433544 1433544 372937 372937 2150341 716197 1027168 406976 444226 376204 55919 12103 692123 119915 44742 527466 2854302 1484672 1029313 340317 3588162 2556099 947743 84320 768950 562576 130787 75587 49422 46527 2275 620 BANK CHARGES & MISC FEE 1025490 1025474 16 MEMBERSHIP & SUBS. 355253 87046 219625 48582 PROGRAM SUPPLIES 292090 292090 113441101 88862381 18467969 6110751 15770953 2072363 12921682 12364293 5297156 8059196 1167128 1371429 4503647 1153647 6288103 3350000 25616862 28311968 17384612 11067768 7532550 6148514 91979046 72745531 6685544 5731742 10532005 7643148 4108568 1601603 11000000 9418962 18551328 14205482 50877445 38600937 X 22358154 20437161 18743447 13707433 41101601 34144594 91979046 72745531 X -5858308 2542700 -3641399 X X 0 1 X 1 1 1 X 109698212 145767173 86326879 136348669 105468163 583609096 109698212 145767173 86326879 136348669 105468163 583609096 583609096 2669973 2411680 1816675 1793148 1439491 10130967 -166938 -88709 58741 -196906 593543157 3909211 0.98330 0.98020 X PART II, SHORT YEAR EXPLANATION: THE 2022 COLUMN REPORTING IS FOR A SHORT PERIOD (01/01/2023-09/30/2023) DUE TO THE ORGANIZATION'S CHANGE IN ACCOUNTING PERIOD. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12240 0 12240 111977214 111989454 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 4633 12729 12240 29602 250000 250000 250000 250000 1000000 1500000 12729 12240 24969 SCHEDULE C, PART II-A, LOBBYING EXPENDITURES: HIGHLIGHTING THE IMPACT OF CHANGES IN U.S. REFUGEE AND HUMANITARIAN POLICIES AND PROGRAMS, WHILE ADVOCATING FOR THE RESTORATION AND STRENGTHENING OF REFUGEE RESETTLEMENT PATHWAYS AND THE RESOURCES NECESSARY TO SUPPORT EFFECTIVE HUMANITARIAN ASSISTANCE. 26740268 9185 2242419 12665405 16326467 30131161 402296 4639543 8432732 26740268 80614436 116710 5949288 22139769 34409504 30131161 63096416 27123865 -8059395 1546450 80614436 51927586 5593763 7734564 2159497 63096416 0.99270 0.00613 0.00117 1 0 146138 146138 3203862 3203862 252196 252196 0 901451 901451 0 3350000 ALTERNATIVE INVESTMENTS 11067768 F 11067768 RIGHT-OF-USE ASSETS 6148514 6148514 CLIENT DEPOSITS 2775335 SEVERANCE OBLIGATIONS 905364 LEASE LIABILITIES - OPERATING 7007208 PENSION OBLIGATIONS 1042960 ANNUITY OBLIGATIONS 2474615 14205482 PART V, LINE 4: PERMANENTLY RESTRICTED NET ASSETS ARE COMPRISED OF INVESTMENTS STIPULATED IN THE DONOR'S AGREEMENT AND ARE TO BE HELD IN PERPETUITY. USE OF APPROPRIATIONS FROM PERMANENTLY RESTRICTED NET ASSETS ARE STIPULATED IN THE DONOR'S AGREEMENT AND MAY BE USED FOR SCHOLARSHIPS OR GENERAL EXPENDITURES. DURING THE CURRENT YEAR, THE ORGANIZATION RELEASED $6,958,539 OF ASSETS FROM BOARD DESIGNATION; AND THIS AMOUNT IS SHOWN ON SCHEDULE D, PART V, LINE 1E, OTHER EXPENDITURES FOR FACILITIES AND PROGRAMS. IN ADDITION, THE ORGANIZATION MADE A TRANSFER OF $4,006,866 TO HIAS FOUNDATION, FROM ITS ENDOWMENT FUNDS, AND THIS AMOUNT IS INCLUDED ON SCHEDULE D, PART V, LINE 1E. 1 CENTRAL AMERICA AND THE CARIBBEAN 3 1 GRANTS TO RECIPIENTS LOCATED IN THE REGION 15263 EAST ASIA AND THE PACIFIC 35 5 GRANTS TO RECIPIENTS LOCATED IN THE REGION 1596475 RUSSIA AND NEIGHBORING STATES 24 1 GRANTS TO RECIPIENTS LOCATED IN THE REGION 1586030 SOUTH AMERICA 431 4 GRANTS TO RECIPIENTS LOCATED IN THE REGION 1772114 SUB-SAHARAN AFRICA 105 2 GRANTS TO RECIPIENTS LOCATED IN THE REGION 69590 598 13 0 0 598 13 5039472 0 5039472 CENTRAL AMERICA AND THE CARIBBEAN EMPOWER STATELESS PERSONS AND THOSE AT RISK OF STATELESSNESS IN THE DOMINICAN REPUBLIC THROUGH COMMUNITY-BASED CAPACITY BUILDING, RIGHTS AWARENESS, DIRECT LEGAL ASSISTANCE, AND LEGAL ACCOMPANIMENT 15263 CASH / WIRE / CHECK 0 EUROPE (INCLUDING ICELAND & GREENLAND) DEMOCRACY AND HUMAN RIGHTS IN UKRAINE 59252 CASH / WIRE / CHECK 0 EUROPE (INCLUDING ICELAND & GREENLAND) DEMOCRACY AND HUMAN RIGHTS IN UKRAINE 111616 CASH / WIRE / CHECK 0 EUROPE (INCLUDING ICELAND & GREENLAND) REDUCE RISK OF SEX BASED VIOLENCE, INCREASE SUPPORT FOR SURVIVORS, AND BUILD PARTNERSHIPS WITH WOMEN-LED ORGANIZATIONS THAT PROMOTE AND PROTECT THE RIGHTS OF FORCIBLY DISPLACED WOMEN, GIRLS, AND LGBTQ+ PEOPLE. 25639 CASH / WIRE / CHECK 0 EUROPE (INCLUDING ICELAND & GREENLAND) COUNTRY DIRECTOR SALARY POLAND 9003 CASH / WIRE / CHECK 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESPOND TO THE IMMEDIATE NEEDS OF CONFLICT AFFECTED DISPLACED, NON-DISPLACED AND RETURNEE POPULATIONS IN UKRAINE. 5544 CASH / WIRE / CHECK 0 EUROPE (INCLUDING ICELAND & GREENLAND) INCREASE EQUITABLE ACCESS TO THE UNITED STATES REFUGEE ADMISSIONS PROGRAM (USRAP) FOR HIGHLY VULNERABLE REFUGEES IN NEED OF RESETTLEMENT, AND WHO ARE UNLIKELY TO BE REACHED THROUGH OTHER REFERRAL MECHANISMS. 41662 CASH / WIRE / CHECK 0 EUROPE (INCLUDING ICELAND & GREENLAND) DEMOCRACY AND HUMAN RIGHTS IN UKRAINE 136999 CASH / WIRE / CHECK 0 EUROPE (INCLUDING ICELAND & GREENLAND) INCREASE EQUITABLE ACCESS TO THE UNITED STATES REFUGEE ADMISSIONS PROGRAM (USRAP) FOR HIGHLY VULNERABLE REFUGEES IN NEED OF RESETTLEMENT, AND WHO ARE UNLIKELY TO BE REACHED THROUGH OTHER REFERRAL MECHANISMS. 5111 CASH / WIRE / CHECK 0 EUROPE (INCLUDING ICELAND & GREENLAND) REGIONAL IT SUPPORT 15594 CASH / WIRE / CHECK 0 EUROPE (INCLUDING ICELAND & GREENLAND) SUPPORT SEX BASED VIOLENCE, ECONOMICS INCLUSION AND MHPSS 19799 CASH / WIRE / CHECK 0 EUROPE (INCLUDING ICELAND & GREENLAND) HIAS EUROPE SUPPORT 818332 CASH / WIRE / CHECK 0 EUROPE (INCLUDING ICELAND & GREENLAND) COUNTRY OFFICE SUPPORT POLAND 66274 CASH / WIRE / CHECK 0 EUROPE (INCLUDING ICELAND & GREENLAND) COUNTRY OFFICE SUPPORT IN ROMANIA 73557 CASH / WIRE / CHECK 0 EUROPE (INCLUDING ICELAND & GREENLAND) POLAND COUNTRY DIRECTOR SALARY AND PAYMENT 35360 CASH / WIRE / CHECK 0 EUROPE (INCLUDING ICELAND & GREENLAND) IT SERVICE 36777 CASH / WIRE / CHECK 0 EUROPE (INCLUDING ICELAND & GREENLAND) SUPPORT REFUGEE, FIND SAFETY AND OPPORTUNITY 55956 CASH / WIRE / CHECK 0 EUROPE (INCLUDING ICELAND & GREENLAND) RACIAL JUSTICE FOR ALL AND THE RIGHTS OF REFUGEES AND ASYLUM SEEKERS 80000 CASH / WIRE / CHECK 0 RUSSIA AND NEIGHBORING STATES REDUCE RISK OF SEX BASED VIOLENCE, INCREASE SUPPORT FOR SURVIVORS, AND BUILD PARTNERSHIPS WITH WOMEN-LED ORGANIZATIONS THAT PROMOTE AND PROTECT THE RIGHTS OF FORCIBLY DISPLACED WOMEN, GIRLS, AND LGBTQ+ PEOPLE 258293 CASH / WIRE / CHECK 0 RUSSIA AND NEIGHBORING STATES RESPOND TO THE IMMEDIATE NEEDS OF CONFLICT AFFECTED DISPLACED, NON-DISPLACED AND RETURNEE POPULATIONS IN UKRAINE 1062324 CASH / WIRE / CHECK 0 SOUTH AMERICA EMPOWERING REFUGEES TO EXERCISE THEIR RIGHTS AND ACCESS PROTECTION MECHANISMS; IMPROVING MENTAL HEALTH, WELL-BEING, AND SAFETY 50771 CASH / WIRE / CHECK 0 SOUTH AMERICA LIFE-SAVING PROTECTION SERVICES AND MULTISECTORAL ASSISTANCE TO VULNERABLE AND AT-RISK VENEZUELAN PEOPLE 609502 CASH / WIRE / CHECK 0 SUB-SAHARAN AFRICA INCREASE EQUITABLE ACCESS TO THE UNITED STATES REFUGEE ADMISSIONS PROGRAM (USRAP) FOR HIGHLY VULNERABLE REFUGEES IN NEED OF RESETTLEMENT, AND WHO ARE UNLIKELY TO BE REACHED THROUGH OTHER REFERRAL MECHANISMS 20665 CASH / WIRE / CHECK 0 SUB-SAHARAN AFRICA STRENGTHEN REFUGEE YOUTH SELF-RELIANCE THROUGH ACCESS TO SPECIALIZED DIGITAL SKILLS 15125 CASH / WIRE / CHECK 0 SUB-SAHARAN AFRICA REFUGEE AND ASYLUM SEEKERS PROTECTION AND SEX BASED VIOLENCE 33800 CASH / WIRE / CHECK 0 25 0 PROTECTION OF WOMEN, GIRLS, ADOLESCENTS AND OTHER GROUPS SOUTH AMERICA 6183 31088 CASH / WIRE / CHECK SUPPORT CASE MANAGEMENT, MENTAL HEALTH AND PSYCHOSOCIAL SUPPORT, AND SPECIALIZED CARE FOR SURVIVORS OF GENDER-BASED VIOLENCE. PROMOTED ECONOMIC INCLUSION THROUGH JOB TRAINING, ENTREPRENEURSHIP SUPPORT, AND FINANCIAL ACCESS. SOUTH AMERICA 2182 61737 CASH / WIRE / CHECK SUPPORTS YOUNG REFUGEES IN THE COUNTRY BY COVERING TUITION FEES, PROVIDING FINANCIAL ASSISTANCE FOR BASIC NEEDS, AND OFFERING PSYCHOSOCIAL AND PSYCHOEDUCATIONAL SUPPORT. SOUTH AMERICA 96 39248 CASH / WIRE / CHECK PROMOTE EMPLOYMENT AND STRENGTHEN COMMUNITY INTEGRATION SOUTH AMERICA 391 17663 CASH / WIRE / CHECK SUPPORT INCLUDING INTERNATIONAL PROTECTION, PREVENTION OF SEX BASED VIOLENCE AND HUMAN TRAFFICKING SOUTH AMERICA 2302 110310 CASH / WIRE / CHECK PROVIDE COMPREHENSIVE PROTECTION TO MIGRANT, REFUGEE, AND VULNERABLE HOST COMMUNITIES, WITH A FOCUS ON CHILD PROTECTION. SOUTH AMERICA 9478 40143 CASH / WIRE / CHECK SUPPORT REFUGEE, MIGRANT, AND VULNERABLE LOCAL FAMILIES IN BUILDING SAFE AND SUSTAINABLE LIVELIHOODS SOUTH AMERICA 466 73600 CASH / WIRE / CHECK HOUSING SUPPORT TO FAMILIES IN HUMAN MOBILITY TO FACILITATE THEIR INTEGRATION INTO THE HOST COUNTRY. SOUTH AMERICA 240 90883 CASH / WIRE / CHECK HOUSING SUPPORT TO FAMILIES IN HUMAN MOBILITY TO FACILITATE THEIR INTEGRATION INTO THE HOST COUNTRY. SOUTH AMERICA 643 49076 CASH / WIRE / CHECK HOUSING SUPPORT TO FAMILIES IN HUMAN MOBILITY TO FACILITATE THEIR INTEGRATION INTO THE HOST COUNTRY. SOUTH AMERICA 400 55605 CASH / WIRE / CHECK COMPREHENSIVE PROTECTION AND HUMANITARIAN ASSISTANCE SERVICES FOR VULNERABLE MIGRANT AND REFUGEE FAMILIES AND HOST COMMUNITIES. SOUTH AMERICA 1942 93659 CASH / WIRE / CHECK ACCESS TO PROTECTION AND ECONOMIC INCLUSION SERVICES TO REFUGEES SOUTH AMERICA 1357 77541 CASH / WIRE / CHECK PROVIDE COMPREHENSIVE PROTECTION TO MIGRANT, REFUGEE, AND VULNERABLE HOST COMMUNITIES, WITH A FOCUS ON CHILD PROTECTION. SOUTH AMERICA 8199 61978 CASH / WIRE / CHECK SUPPORTS YOUNG REFUGEES IN THE COUNTRY BY COVERING TUITION FEES, PROVIDING FINANCIAL ASSISTANCE FOR BASIC NEEDS, AND OFFERING PSYCHOSOCIAL AND PSYCHOEDUCATIONAL SUPPORT. SOUTH AMERICA 45 117158 CASH / WIRE / CHECK PROTECTION SERVICES THROUGH CASE MANAGEMENT TO REDUCE PROTECTION RISKS, INCLUDING CASE MANAGEMENT FOCUSED ON VICTIMS OF SEX BASED VIOLENCE OR AT RISK OF BECOMING VICTIMS, THE LGBTQ+ POPULATION, AND FAMILIES WITH CHILDREN AND TEENAGERS AT RISK OF PROTECTION. SOUTH AMERICA 11708 187061 CASH / WIRE / CHECK SUPPORT PROGRAM (SESP) THROUGH THE DELIVERY OF SEED CAPITAL TO COLOMBIAN AND VENEZUELAN FAMILIES IN SITUATIONS OF HUMAN MOBILITY. SOUTH AMERICA 388 5090 CASH / WIRE / CHECK ENHANCING ACCESS TO CRITICAL PROTECTION SERVICES, THROUGH BOOSTING THE HUMANITARIAN RESPONSE ROLE OF UKRAINE AND MOLDOVAN LOCAL WOMEN LED ORGANIZATION (WLOS). RUSSIA AND NEIGHBORING STATES 3348 118069 CASH / WIRE / CHECK REDUCE RISK OF SEX BASED VIOLENCE, INCREASE SUPPORT FOR SURVIVORS, AND BUILD PARTNERSHIPS WITH WOMEN-LED ORGANIZATIONS THAT PROMOTE AND PROTECT THE RIGHTS OF FORCIBLY DISPLACED WOMEN, GIRLS, AND LGBTQ+ PEOPLE. RUSSIA AND NEIGHBORING STATES 341 27122 CASH / WIRE / CHECK RESPOND TO THE IMMEDIATE NEEDS OF CONFLICT AFFECTED DISPLACED, NON-DISPLACED AND RETURNEE POPULATIONS IN UKRAINE. RUSSIA AND NEIGHBORING STATES 258 120223 CASH / WIRE / CHECK 1 0 1 0 1 0 PART I, LINE 2: HIAS CONDUCTS WORLDWIDE OPERATIONS USING A SYSTEM OF INTERNAL CONTROLS TO INITIATE, PROCESS, REVIEW, AUTHORIZE, AND ACCURATELY AND TIMELY RECORD TRANSACTIONS INTO THE ACCOUNTING SYSTEM. THE ACCOUNTING SYSTEM AND SUPPLEMENTARY MANAGEMENT REPORTING SERVE AS REPORTING TOOLS FOR GAAP FINANCIAL REPORTING, BUDGET-TO-ACTUAL VARIANCE MANAGEMENT REPORTING, AND GRANT-SPECIFIC REPORTING. MANAGEMENT'S OVERSIGHT ENSURES THAT PROGRAMMATIC GRANTS AND ALLOCATIONS, AND DONOR CONTRIBUTIONS, FUND REASONABLE EXPENSES APPLICABLE TO THE SOURCE'S INTENTION. X 1 LKA FUNDRAISING & COMMUNICATIONS 4800 SOUTH MACADAM AVE STE 135 PORTLAND OR 97239 DIRECT MAIL 0 0 78710 -78710 M&R STRATEGIC SVCS INC 1101 CONNECTICUT AVE NW 7 FL WASHINGTON DC 20036 FUNDRAISING CONSULTING 0 0 1354834 -1354834 1433544 -1433544 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY 1 JEWISH FAMILY AND CHILDRENS SERVICES OF SOUTHERN ARIZONA- TUCSON 4301 EAST 5TH STREET TUCSON AZ 85711 860623896 501(C)(3) 17600 0 RESETTLEMENT AND PLACEMENT JEWISH FAMILY & COMMUNITY SERVICES OF EAST BAY 2484 SHATTUCK AVE 210 BERKELEY CA 94704 943250304 501(C)(3) 1846988 0 RESETTLEMENT AND PLACEMENT JEWISH FAMILY AND CHILDRENS SERVICE 3801 EAST WILLOW ST LONG BEACH CA 90815 952273033 501(C)(3) 817067 0 RESETTLEMENT AND PLACEMENT JEWISH FAMILY SERVICES OF SILICON VALLEY 14855 OKA ROAD SUITE 202 LOS GATOS CA 95032 942536452 501(C)(3) 1032859 0 RESETTLEMENT AND PLACEMENT JEWISH FAMILY SERVICE OF SAN DIEGO 8804 BALBOA AVE SAN DIEGO CA 92123 951644024 501(C)(3) 1967614 0 RESETTLEMENT AND PLACEMENT JEWISH FAMILY SERVICES OF GREENWICH 67 HOLLY HILL LANE GREEWICH CT 06830 061073590 501(C)(3) 1599516 0 RESETTLEMENT AND PLACEMENT JEWISH FAMILY SERVICES OF DELAWARE 99 PASSMORE ROAD WILMINGTON DE 19803 510097026 501(C)(3) 912790 0 RESETTLEMENT AND PLACEMENT GULF COAST JEWISH FAMILY & COMMUNITY SERVICES 14041 ICOT BLVD CLEARWATER FL 33760 591229354 501(C)(3) 2814934 0 RESETTLEMENT AND PLACEMENT JEWISH COMMUNITY SERVICES OF SOUTH FLORIDA 12000 BISCAYNE BLVD SUITE 303 MIAMI FL 33181 590637867 501(C)(3) 741222 0 RESETTLEMENT AND PLACEMENT HIAS ECONOMIC ADVANCEMENT FUND 1300 SPRING ST SUITE 200 SILVER SPRING MD 20910 880984307 501(C)(3) 785000 0 FINANCIAL ASSISTANCE TO ENTREPRENEURS REFUGEES HIAS FOUNDATIOIN 1300 SPRING ST SUITE 200 SILVER SPRING MD 20910 874477821 501(C)(3) 6106348 0 PERMANENTLY RESTRICTED ENDOWMENTS JEWISH CHILD & FAMILY SERVICES CHICAGO 5150 GOLF ROAD SKOKIE IL 60077 362167757 501(C)(3) 651136 0 RESETTLEMENT AND PLACEMENT JEWISH FAMILY SERVICE OF COLORADO 3201 SOUTH TAMARAC DR DENVER CO 80231 840402701 501(C)(3) 384401 0 RESETTLEMENT AND PLACEMENT JEWISH FAMILY SERVICES OF METROWEST 475 FRANKLIN STREET FRAMINGHAM MA 01702 042730898 501(C)(3) 553999 0 RESETTLEMENT AND PLACEMENT JEWISH FAMILY SERVICES OF WESTERN MASSACHUSETTS 15 LENOX STREET SPRINGFIELD MA 01108 042104352 501(C)(3) 3178061 0 RESETTLEMENT AND PLACEMENT JEWISH COMMUNITY ALLIANCE OF SOUTHERN MAINE 1342 CONGRESS ST PORTLAND ME 04102 010530420 501(C)(3) 1257136 0 RESETTLEMENT AND PLACEMENT JEWISH FAMILY SERVICES OF WASHTENAW COUNTY 2245 SOUTH STATE STREET STE 200 ANN ARBOR MI 48104 412147486 501(C)(3) 4382556 0 RESETTLEMENT AND PLACEMENT JEWISH FAMILY SERVICES OF WESTERN NEW YORK 70 BARKER STREET BUFFALO NY 14209 160760888 501(C)(3) 3660337 0 RESETTLEMENT AND PLACEMENT CAROLINA REFUGEE RESETTLEMENT AGENCY 5009 MONROE RD STE 100 CHARLOTTE NC 28205 300577219 501(C)(3) 1773856 0 RESETTLEMENT AND PLACEMENT COMMONPOINT QUEENS - O 77-17 QUEENS BLVD ELMHURST NY 11373 113071518 501(C)(3) 2837841 0 RESETTLEMENT AND PLACEMENT JEWISH FAMILY SERVICE OF COLUMBUS 1070 COLLEGE AVE COLUMBUS OH 43209 314379497 501(C)(3) 964349 0 RESETTLEMENT AND PLACEMENT MAY DUGAN CENTER 4115 BRIDGE AVE CLEVELAND OH 44113 237061949 501(C)(3) 850040 0 RESETTLEMENT AND PLACEMENT TEMPLE B'NAI ISRAEL 4901 N PENNSYLVANIA AVE OKLAHOMA CITY OK 73112 730599287 501(C)(3) 292740 0 RESETTLEMENT AND PLACEMENT CONGREGATION B'NAI EMUNAH 1719 S OWASSO AVE TULSA OK 74120 736004597 501(C)(3) 1000295 0 RESETTLEMENT AND PLACEMENT JEWISH FAMILY SERVICE OF GREATER HARRISBURG INC 3333 N FRONT ST HARRISBURG PA 17110 232894802 501(C)(3) 493114 0 RESETTLEMENT AND PLACEMENT HIAS PENNSYLVANIA 600 CHESTNUT ST 500B PHILADELPHIA PA 19106 211405597 501(C)(3) 1511963 0 RESETTLEMENT AND PLACEMENT JEWISH FAMILY & COMMUNITY SERVICES OF PITTSBURGH 5743 BARTLETT STREET PITTSBURGH PA 15217 250965407 501(C)(3) 2924252 0 RESETTLEMENT AND PLACEMENT REFUGEPOINT INC 89 SOUTH STREET SUITE 802 BOSTON MA 02111 202061482 501(C)(3) 131154 0 RESETTLEMENT AND PLACEMENT REFUGEE DEVELOPMENT CENTER INC 747 BROAD STREET PROVIDENCE RI 02907 473515841 501(C)(3) 511675 0 RESETTLEMENT AND PLACEMENT FAMILY ENDEAVORS INC 6363 DE ZAVALA RD SAN ANTONIO TX 78249 237223078 501(C)(3) 953898 0 RESETTLEMENT AND PLACEMENT JEWISH FAMILY SERVICES OF SEATTLE 1209 CENTRAL AVE S 134 KENT WA 98032 910565537 501(C)(3) 3137221 0 RESETTLEMENT AND PLACEMENT JEWISH SOCIAL SERVICES OF MADISON 6434 ENTERPRISE LANE MADISON WI 53719 391300430 501(C)(3) 194942 0 RESETTLEMENT AND PLACEMENT WOMEN'S REFUGEE COMMISSION INC 15 WEST 37TH STREET 9TH FLOOR NEW YORK NY 10018 463668128 501(C)(3) 261050 0 ENHANCE ACCESS TO RIGHTS AND PROTECTION OF WOMEN, ADOLESCENT GIRLS. 33 0 AIRBNB AWARD FOR U.S. SPONSORED REFUGEES, PROVIDING INITIAL LODGING FOR REFUGEES 36 20295 FY 2024 IDA PROGRAM, INITIAL ASSISTANCE FOR REFUGEES 148 89901 FY 24 AIRBNB, PROVIDING INITIAL LODGING FOR REFUGEES 30 48810 FY 25 IDA, INITIAL ASSISTANCE FOR REFUGEES 101 97739 FY2024 R&P FOR AFGHAN REFUGEES & SIVS, RESETTLEMENT AND PLANCEMENT FOR REFUGEES 176 17464 FY24 MS. L SETTLEMENT HOUSING GRANT, RENTAL ASSISTANCE FOR REFUGEES 242 341132 FY24 R&P, RESETTLEMENT FOR REFUGEES 631 43099 LDSC 25-26 HOUSING, RENT ASSISTANCE 3 5039 ORR FY25 MS. L SETTLEMENT HOUSING SUPPLEMENTAL GRANT, RENTAL ASSISTANCE FOR REFUGEES 1116 1383790 PRM FY25 R&P, RECEPTION AND PLACEMENT FOR REFUGEES 1574 283268 PRM FY25 R&P FOR AFGHAN REFUGEES & SIVS, RECEPTION AND PLACEMENT FOR REFUGEES 1790 530981 THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS 2024-2025, RENTAL ASSISTANCE FOR REFUGEES 27 54059 FIDELITY FOUNDATION, RENTAL ASSISTANCE FOR REFUGEES 13 36289 HGF INDIVIDUAL DONATIONS, RENTAL ASSISTANCE FOR REFUGEES 21 9201 WELCOME US, RENTAL ASSISTANCE FOR REFUGEES 3 6509 PART I, LINE 2: HIAS CONDUCTS WORLDWIDE OPERATIONS USING A SYSTEM OF INTERNAL CONTROLS TO INITIATE, PROCESS, REVIEW, AUTHORIZE, AND ACCURATELY AND TIMELY RECORD TRANSACTIONS INTO THE ACCOUNTING SYSTEM. THE ACCOUNTING SYSTEM AND SUPPLEMENTARY MANAGEMENT REPORTING SERVE AS REPORTING TOOLS FOR GAAP FINANCIAL REPORTING, BUDGET-TO-ACTUAL VARIANCE MANAGEMENT REPORTING, AND GRANT-SPECIFIC REPORTING. MANAGEMENT'S OVERSIGHT ENSURES THAT PROGRAMMATIC GRANTS AND ALLOCATIONS, AND DONOR CONTRIBUTIONS, FUND REASONABLE EXPENSES APPLICABLE TO THE SOURCE'S INTENTION. X 1 1 X X X 0 0 0 0 0 0 0 0 0 MARK HETFIELD PRESIDENT 368584 0 0 0 0 0 18015 0 1284 0 387883 0 0 0 SABRINA LUSTGARTEN BEJMAN EXECUTIVE VICE PRESIDENT & COO 270497 0 0 0 0 0 13812 0 23231 0 307540 0 0 0 EMILY RUSS DIRECTOR, RSC 194475 0 0 0 0 0 20820 0 69148 0 284443 0 0 0 BETH OPPENHEIM CERO THEN CEO (EFF. 09/25) 250189 0 0 0 0 0 8533 0 19824 0 278546 0 0 0 RAPHAEL MARCUS CHIEF PROGRAMS OFFICER 234050 0 0 0 0 0 12145 0 26230 0 272425 0 0 0 MULUEMEBET HUNEGNAW CHIEF STRATEGY & MEASUREMENT OFF. 222044 0 0 0 0 0 11484 0 26788 0 260316 0 0 0 ALICE ROBERTSON CHIEF PEOPLE AND CULTURE OFFICER 236465 0 0 0 0 0 17811 0 4158 0 258434 0 0 0 JESSICA REESE CHIEF INSTITUTIONAL DEV'L OFFICER 244317 0 0 0 0 0 12156 0 87 0 256560 0 0 0 RACHEL LEVITAN CHIEF GLOBAL POLICY & ADVOCACY OFF. 216344 0 0 0 0 0 11380 0 25769 0 253493 0 0 0 MERRILL ZACK VP, COMMUNITY ENGAGEMENT 198472 0 0 0 0 0 10711 0 26769 0 235952 0 0 0 LARA MONINGHOFF FORMER CFO 138603 0 0 0 0 0 2719 0 4417 0 145739 0 0 0 PART I, LINE 1A CEO CONTRACT ALLOWS FOR BUSINESS CLASS TRAVEL, AT HIS DISCRETION, ON INTER-CONTINENTAL AND REDEYE FLIGHTS. X 79 657625 FMV 0 0 0 0 PART I, COLUMN (B): THIS COLUMN (B) INCLUDES THE NUMBER OF DONATIONS RECEIVED. PART I, FINANCIAL SUMMARY: 1) ON JANUARY 24, 2025, THE FEDERAL GOVERNMENT NOTIFIED HIAS THAT CERTAIN AWARDS WERE TEMPORARILY SUSPENDED AND THEN SUBSEQUENTLY TERMINATED. AS A RESULT, HIAS IMPLEMENTED COST-REDUCTION MEASURES, INCLUDING SIGNIFICANT STAFF LAYOFFS, AND CLOSED OR DOWNSIZED OPERATIONS IN SEVERAL INTERNATIONAL OFFICES. INCOME FROM FEDERAL GRANTS DECREASED BY 16MILLION COMPARED WITH PRIOR FY. 2) MANAGEMENT CONTINUES TO ASSESS THE FINANCIAL AND OPERATIONAL IMPACTS OF THESE ACTIONS AND HAS TAKEN STEPS TO MAINTAIN ESSENTIAL OPERATIONS AND MITIGATE LONG-TERM RISKS TO HIAS' PROGRAMS AND MISSION. DURING 2025, HIAS, ALONG WITH OTHER INTERNATIONAL NGOS, INITIATED LEGAL ACTION AGAINST THE FEDERAL GOVERNMENT RELATED TO THE AWARD TERMINATIONS. THE OUTCOME OF THESE CASES REMAINS PENDING AS OF THE DATE OF THIS REPORT. EXPENSES DURING FY25 DECREASED BY A TOTAL OF $38 MILLION IN RESPONSE TO REDUCED OPERATIONS RESULTING FROM THE FEDERAL FUNDING SUSPENSION AND TERMINATION. DURING FY25 HIAS MADE A TRANSFER OF ENDOWMENT ASSETS AND PLANNED GIFTS OF APPROXIMATELY $6.1 MILLION TO HIAS FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED AND REVIEWED BY GRF CPAS & ADVISORS. THE HIAS PRESIDENT AND CEO, CFO AND BOARD OF DIRECTORS PERFORM A DETAILED REVIEW OF THE FORM 990 PRIOR TO IT BEING FILED WITH THE IRS. A COPY OF THE 990 WAS MADE AVAILABLE TO EACH MEMBER OF THE BOARD OF DIRECTORS. QUESTIONS RAISED BY THE BOARD WERE DISCUSSED IN DETAIL. A CALL TO REVIEW THE 990 IN DETAIL WITH THE BOARD AND EXTERNAL AUDITORS AND MANAGEMENT WAS HELD PRIOR TO FILING. THE FORM 990 WAS THEN FILED WITH THE IRS AFTER THAT. FORM 990, PART VI, SECTION B, LINE 12C ALL SENIOR OFFICIALS AND EVERY MEMBER OF THE BOARD OF DIRECTORS SUBMIT WRITTEN DISCLOSURE STATEMENTS ATTESTING THAT S/HE UNDERSTOOD AND COMPLIED WITH THE CONFLICTS OF INTEREST POLICY, AND CERTIFYING THAT EXCEPT AS SPECIFICALLY DESCRIBED IN HIS/HER PERSONAL DISCLOSURE FORM, NEITHER S/HE NOR ANY MEMBER OF HIS/HER FAMILY TO THE BEST OF HIS/HER KNOWLEDGE HAD BEEN ENGAGED IN ANY CONFLICT OF INTEREST. THE DISCLOSURE FORMS ARE REVIEWED BY MANAGEMENT AND NOTHING WAS NOTED THAT REQUIRED ACTION OF ANY KIND. ANY POTENTIAL CONFLICTS OF INTEREST ARE EVALUATED, AND INDIVIDUALS WITH ANY ACTUAL CONFLICTS OF INTEREST RECUSE THEMSELVES FROM ANY DECISIONS OR DELIBERATIONS WITH REGARDS TO THE CONFLICTING ACTIVITY. FORM 990, PART VI, SECTION B, LINE 15 HIAS HAS ADOPTED AN ANNUAL CEO PERFORMANCE EVALUATION POLICY AND PROCESS WHICH IS FUNDAMENTAL TO THE BOARD OF DIRECTORS' OVERSIGHT OF THE CEO AND THE MISSION AND STRATEGY OF THE ORGANIZATION AND A PREREQUISITE TO ESTABLISHING THE COMPENSATION FOR THE CEO. THE CEO SUBMITS A WRITTEN SELF-EVALUATION TO THE GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS REPORTING PROGRESS AGAINST THE INSTITUTIONAL, MANAGEMENT AND INDIVIDUAL DEVELOPMENT OBJECTIVES OF THE PREVIOUS YEAR. CONCURRENTLY, THE GOVERNANCE COMMITTEE SOLICITS VIEWS ON THE CEO'S PERFORMANCE FROM THE FULL BOARD OF DIRECTORS. THE GOVERNANCE COMMITTEE CONSOLIDATES THE FEEDBACK AND MAKES PERFORMANCE RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE AND SUBSEQUENTLY TO THE FULL BOARD OF DIRECTORS. THE FULL BOARD AGREES UPON THE DELIVERY OF THE PERFORMANCE REVIEW AND THE CHAIR OF THE BOARD AND THE CHAIR OF THE GOVERNANCE COMMITTEE PRESENT THE ASSESSMENT TO THE CEO. HIAS'S EXECUTIVE COMPENSATION POLICY IS DESIGNED TO PROVIDE A REASONABLE AND COMPETITIVE PACKAGE OF SALARY AND BENEFITS, CONSISTENT WITH MARKET BASED COMPENSATION PRACTICES AND THE ORGANIZATIONS' FINANCIAL RESOURCES. THE GOVERNANCE COMMITTEE OF THE BOARD IS RESPONSIBLE FOR ENSURING THAT A COMPENSATION MARKET ANALYSIS IS CONDUCTED AT LEAST EVERY TWO YEARS OF COMPARABLE POSITIONS AMONG SIMILARLY SITUATED ORGANIZATIONS AND BENCHMARKING ITS RECOMMENDATION FOR CEO WITH SUCH GROUPS AS GUIDESTAR, CHARITY NAVIGATOR, AND SIMILARLY MISSIONED ORGANIZATIONS TO INCLUDE NATIONAL JEWISH LEADERSHIP ORGANIZATIONS AND OTHER REFUGEE RESETTLEMENT AGENCIES. THE FULL BOARD OF DIRECTORS IS RESPONSIBLE FOR MAKING THE FINAL COMPENSATION DETERMINATION BASED ON THE PERFORMANCE REVIEW OF ITS CEO, THE RECOMMENDATION OF THE GOVERNANCE COMMITTEE AND THE MARKET ANALYSIS. THE MINUTES OF THE BOARD DOCUMENT THE BOARD'S DECISION AND ITS BASIS FOR THE REASONABLENESS OF THE COMPENSATION. THE LAST COMPENSATION REVIEW TOOK PLACE IN JUNE 2025. FOR KEY EMPLOYEES AND OFFICERS, THE COMPENSATION REVIEWS ARE DONE INTERNALLY BY MANAGEMENT TAKING INTO CONSIDERATION THE CURRENT MARKET SITUATION. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS AND FORM 990 ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST AND ALSO PUBLISHED ON HIAS' WEBSITE. THESE DOCUMENTS ALONG WITH OUR WHISTLEBLOWER POLICY ARE AVAILABLE THROUGH OUR WEBSITE. THE CONFLICT OF INTEREST POLICY AND OTHER GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: ACTUARIAL LOSS ON SPLIT-INTEREST AGREEMENT 233,857. CHANGE IN MINIMUM PENSION LIABILITY 5,048. FOREIGN EXCHANGE LOSS -905,804. IMPAIRMENT LOSS -2,974,500. FORM 990, PART XII, LINE 2B: CONSOLIDATED AUDITED FINANCIAL STATEMENTS UNDER GAAP (U.S. ACCOUNTING STANDARDS): HIAS PREPARES CONSOLIDATED AUDITED FINANCIAL STATEMENTS WHICH INCLUDE THE U.S. HEADQUARTERS, FOREIGN BRANCH OFFICES AND FOREIGN LEGAL SUBSIDIARIES. PURSUANT TO U.S. INCOME TAX REPORTING RULES, HIAS PRESENTS THE INFORMATION ON FORM 990 ONLY FOR ITS U.S. HEADQUARTERS AND FOREIGN BRANCH OFFICES. THE ACTIVITIES OF THE FOREIGN SUBSIDIARIES/AFFILIATED ENTITIES ARE NOT INCLUDED IN THE FORM 990. 5471 SUPPLEMENTAL STATEMENT: STATEMENT MADE FOR FORM 5471, INFORMATION RETURN OF U.S. PERSONS WITH RESPECT TO CERTAIN FOREIGN CORPORATIONS WITH RESPECT TO TAXPAYER REGARDING ITS REQUIREMENT TO FILE FORM 5471. HIAS, INC. ("TAXPAYER") IS PROTECTIVELY FILING FORMS 5471 REPORTING THE OPERATIONS OF THE FOLLOWING FOREIGN CORPORATIONS, COLLECTIVELY REFERRED TO AS ("FOREIGN NFPS"), WHICH ARE FOREIGN NONPROFIT ORGANIZATIONS: 1) HIAS ARUBA 2) FUNDACION HIAS COLOMBIA 3) HIAS MEXICO A.C. 4) HIAS PERU A.C. 5) HIAS COSTA RICA 6) HIAS ISRAEL 7) HIAS GUYANA, INC. 8) HIAS VENEZUELA A.C. 9) CHARITABLE FUND HIAS UKRAINE 10) HIAS PANAMA 11) FUNDACION HIAS ECUADOR 12) HIAS DOMINICAN REPUBLIC FOREIGN NFPS ARE NON-STOCK CORPORATIONS ORGANIZED UNDER THEIR LOCAL LAWS. A NON-STOCK CORPORATION IS A CORPORATION THAT DOES NOT HAVE OWNERS REPRESENTED BY SHARES OF STOCK. THEREFORE, NO PARTY (INCLUDING TAXPAYER) MAY HOLD VOTING SHARES IN FOREIGN NFPS. TAXPAYER ALSO HAS NO EQUITY INTEREST IN FOREIGN NFPS, AND, UPON POTENTIAL LIQUIDATION OF FOREIGN NFPS, ALL PROCEEDS MAY BE PROVIDED TO A CHARITY CARRYING ON THE SAME OR SIMILAR MISSION WITHIN THE LOCAL JURISDICTIONS. IT IS UNCLEAR HOW THE RULES PROVIDED UNDER SECTIONS 951, 957, AND 958 APPLY TO NON-STOCK CORPORATIONS. THEREFORE, ALTHOUGH TAXPAYER BELIEVES IT DOES NOT HAVE A FILING REQUIREMENT UNDER A TECHNICAL APPLICATION OF THE AVAILABLE AUTHORITY, TAXPAYER IS PROTECTIVELY FILING FORMS 5471 LISTING "NONE" AS ITS OWNERSHIP PERCENTAGE ON PAGE 1, ITEM C. EVEN IF FOREIGN NFPS WERE TO BE DEEMED CFCS AND TAXPAYER WERE TO BE DEEMED A U.S. SHAREHOLDER OF FOREIGN NFPS, ANY POTENTIAL SUBPART F INCOME (INCLUDING UNDER SECTIONS 951A, 951 AND 956) WOULD BE EXCLUDED FROM TAXPAYER'S CALCULATION OF UNRELATED BUSINESS TAXABLE INCOME. HIAS ISRAEL SEE PART VII SEE PART VII IS REFUGEE ASSISTANCE AND PROTECTION IS 501(C)(3) HIAS 1 HIAS ARUBA SEE PART VII SEE PART VII AA REFUGEE ASSISTANCE AND PROTECTION AA 501(C)(3) HIAS 1 HIAS GUYANA INC SEE PART VII SEE PART VII GY REFUGEE ASSISTANCE AND PROTECTION GY 501(C)(3) HIAS 1 FOUNDATION HIAS COLOMBIA SEE PART VII SEE PART VII CO REFUGEE ASSISTANCE AND PROTECTION CO 501(C)(3) HIAS 1 HIAS MEXICO AC SEE PART VII SEE PART VII MX REFUGEE ASSISTANCE AND PROTECTION MX 501(C)(3) HIAS 1 HIAS PERU SEE PART VII SEE PART VII PE REFUGEE ASSISTANCE AND PROTECTION PE 501(C)(3) HIAS 1 CHARITABLE FUND HIAS UKRAINE SEE PART VII SEE PART VII UP REFUGEE ASSISTANCE AND PROTECTION UP 501(C)(3) HIAS 1 FUNDACION HIAS ECUADOR SEE PART VII SEE PART VII EC REFUGEE ASSISTANCE AND PROTECTION EC 501(C)(3) HIAS 1 HIAS PANAMA SEE PART VII SEE PART VII PM REFUGEE ASSISTANCE AND PROTECTION PM 501(C)(3) FUNDACION HIAS ECUADOR 0 HIAS COSTA RICA SEE PART VII SEE PART VII CS REFUGEE ASSISTANCE AND PROTECTION CS 501(C)(3) HIAS 1 DOMINICAN REPUBLIC SEE PART VII SEE PART VII DR REFUGEE ASSISTANCE AND PROTECTION DR 501(C)(3) HIAS 1 CHARITABLE REMAINDER UNITRUST (1) SEE PART VII OSSINING NY 10562 CRUT NY N/A T 130332 3681611 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HIAS ISRAEL B 1536791 CASH HIAS ARUBA B 393870 CASH FOUNDATION HIAS COLOMBIA B 2671298 CASH HIAS GUYANA INC B 502107 CASH HIAS MEXICO AC B 395660 CASH HIAS PERU B 970194 CASH HIAS COSTA RICA B 1540055 CASH CHARITABLE FUND HIAS UKRAINE B 655970 CASH HIAS PANAMA B 856353 CASH SCHEDULE R, PARTS II AND IV: IN LIGHT OF SECURITY CONCERNS RELATED TO THE RISK OF VIOLENT ANTISEMITISM IN THE UNITED STATES AND ABROAD AS DOCUMENTED BY DHS, FBI, ADL AND OTHER ORGANIZATIONS TRACKING THE THREAT OF VIOLENT ANTI-SEMITISM, HIAS IS NOT PROVIDING THE CITY AND STATE ADDRESSES OF OUR U.S. AFFILIATES AND THE COUNTRY INFORMATION FOR INTERNATIONAL COUNTRY OFFICES.