2025-07-17T16:01:22-05:00 2024-09-30 991856619 GRANT THORNTON ADVISORS LLC 757 THIRD AVENUE 9TH FLOOR NEW YORK NY 100172013 990 2023-10-01 131624046 INSTITUTE OF INTERNATIONAL EDUCATION INC INST 2128838200 1 WORLD TRADE CTR FL 36 NEW YORK NY 100070090 AMY EAPPEN SENIOR VICE PRESIDENT AND CFO 2128838200 2025-07-17 1 1 ERIN COUTURE P01390592 2125990100 2023 2025-03-06 01:10:19Z JASON P CZYZ 1 WORLD TRADE CTR FL 36 NEW YORK NY 100070090 467682998 0 X WWW.IIE.ORG X 1919 NY HELP PEOPLE AND ORGANIZATIONS LEVERAGE THE POWER OF INT'L EDUCATION - CONTINUED IN SCHEDULE OTO THRIVE IN TODAY'S WORLD THROUGH SCHOLARSHIP, EXCHANGE, SCHOLAR RESCUE, AND OTHER HIGHER EDUCATION PROGRAMS. 30 29 576 2134 -23791 0 304485661 318467937 32877572 31403702 9654217 45585414 24468 4674 347041918 395461727 221013297 224826431 0 0 63635773 68712012 0 0 2068692 49175280 50348790 333824350 343887233 13217568 51574494 424763200 486882155 140058045 144327212 284705155 342554943 X THE INSTITUTE OF INTERNATIONAL EDUCATION, INC. (THE "INSTITUTE") IS A NOT-FOR-PROFIT ORGANIZATION THAT WAS ORGANIZED AND OPERATES EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES TO PROMOTE INTERNATIONAL EDUCATIONAL AND CULTURAL EXCHANGES. (SEE SCHEDULE O).ORGANIZATION'S MISSION STATEMENT (CONTINUED):THE INSTITUTE'S PROGRAMS INCLUDE, BUT ARE NOT LIMITED TO, MANAGING FELLOWSHIPS AND SCHOLARSHIPS; ASSISTING THREATENED STUDENTS AND SCHOLARS THROUGH ITS SCHOLAR RESCUE FUND, EMERGENCY STUDENT FUND, AND OTHER EFFORTS; DEVELOPING LEADERS BY BUILDING LEADERSHIP SKILLS AND ENHANCING THE CAPACITY OF INDIVIDUALS AND ORGANIZATIONS TO ADDRESS LOCAL AND GLOBAL CHALLENGES; PROVIDING STRATEGIC RESOURCES AND SERVICES TO HELP FACULTY AND ADMINISTRATORS PROMOTE INTERNATIONAL EXCHANGE; HELPING INSTITUTIONS OF HIGHER EDUCATION BUILD CAPACITY; PROVIDE SERVICES TO ADVANCE SCHOLARSHIP AND BUILD ECONOMIES; AND ENGAGING IN RESEARCH, DIALOGUE AND OTHER ACTIVITIES IN FURTHERANCE OF ITS PURPOSE. 0 0 247826978 199218528 19442082 INTERNATIONAL EXCHANGE OF STUDENTS AND SCHOLARS:BY IMPLEMENTING SOME OF THE WORLD'S MOST PRESTIGIOUS AND INNOVATIVE SCHOLARSHIP PROGRAMS, 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. 39482579 18089908 10116715 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. 9570543 1154949 598953 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 GOVERNMENT AND NOT-FOR-PROFIT 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. 9568574 6363046 28500 EMERGENCY STUDENT AND SCHOLAR ASSISTANCE:THE INSTITUTE PROVIDES EMERGENCY, LIFE-SAVING ASSISTANCE TO SCHOLARS AND STUDENTS THROUGHOUT THE WORLD. THROUGH THE SCHOLAR RESCUE FUND, THE INSTITUTE PROVIDES SUPPORT AND SAFE HAVEN TO ACADEMICS IN CRISIS SITUATIONS. THROUGH THE EMERGENCY STUDENT FUND, THE INSTITUTE PROVIDES SUPPORT TO STUDENTS FACING EMERGENCIES AND CRISES SUCH AS ILLNESS OR NATURAL DISASTERS. THE IIE ODYSSEY PROGRAM PROVIDES COMPREHENSIVE SCHOLARSHIPS TO REFUGEES AND DISPLACED STUDENTS AROUND THE WORLD. 1204437 0 1217452 RESEARCH AND PUBLICATIONS:THE INSTITUTE PRODUCES APPLIED RESEARCH AND 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 OTHER COUNTRIES. THE INSTITUTE ALSO PROVIDES RESEARCH AND PROGRAM EVALUATION SERVICES TO DOMESTIC AND INTERNATIONAL GOVERNMENT AGENCIES, NOT-FOR-PROFIT ORGANIZATIONS AND FOUNDATIONS. THE INSTITUTE'S PUBLICATIONS, CONFERENCES AND MEMBERSHIP ORGANIZATION (IIE NETWORK) HELP GUIDE POLICIES AND PROGRAMS IN THE FIELD OF INTERNATIONAL EDUCATION BY PROVIDING GUIDANCE ON INTERNATIONAL STUDY PROGRAMS AND FUNDING. 10773011 6363046 1245952 307653111 1 1 0 1 0 1 0 0 0 1 1 1 0 1 1 1 1 0 0 1 1 1 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 X 202 0 1 576 1 1 1 1 CH HU BM MX TH VM EG IN RS UP ET UK KZ 0 0 0 0 0 0 0 0 0 0 0 0 0 X 30 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AR CA CO CT DC FL GA HI IL KS KY LA ME MD MA MI MN MS MO NV NH NJ NM NY NC ND OH OK OR PA RI SC TN VA WA WV WI X AMY EAPPEN SVP AND CFO 2128838200 1 WORLD TRADE CTR FL 36 NEW YORK NY 100070090 X DR ALLAN E GOODMAN CHIEF EXECUTIVE OFFICER/TRUSTEE 40.00 0.00 X X 802174 0 52825 MR HARTLEY R ROGERS VICE CHAIR/TREASURER/TRUSTEE 1.75 0.00 X X 0 0 0 MR MARK A ANGELSON CHAIR/TRUSTEE 4.50 0.00 X X 0 0 0 MR CALVIN G BUTLER JR VICE CHAIR/TRUSTEE 1.75 0.00 X X 0 0 0 MS LINDA VESTER VICE CHAIR/TRUSTEE 1.75 0.00 X X 0 0 0 MR SETH R BERGSTEIN TRUSTEE 1.50 0.00 X 0 0 0 DR LEE C BOLLINGER TRUSTEE (THRU 01/2024) 1.00 0.00 X 0 0 0 MS AMY BRANDT TRUSTEE 1.50 0.00 X 0 0 0 DR GEORGE CAMPBELL JR TRUSTEE 4.50 0.00 X 0 0 0 MR ROBERT L DILENSCHNEIDER TRUSTEE 2.75 0.00 X 0 0 0 MS COLLEEN GOGGINS TRUSTEE 1.25 0.00 X 0 0 0 MS JOYCE P HENDRICKS TRUSTEE 1.00 0.00 X 0 0 0 MR JONATHAN HOLLOWAY TRUSTEE 1.00 0.00 X 0 0 0 MR MICHAEL E HOUSTON TRUSTEE 1.00 0.00 X 0 0 0 MR SANFORD A IBRAHIM TRUSTEE 1.00 0.00 X 0 0 0 MR THOMAS S JOHNSON TRUSTEE 1.00 0.00 X 0 0 0 DR HENRY KAUFMAN TRUSTEE 1.00 0.00 X 0 0 0 MS LAYA KHADJAVI TRUSTEE 1.00 0.00 X 0 0 0 MR MAHBOOB MAHMOOD TRUSTEE 1.00 0.00 X 0 0 0 MR ROBERT L MANUEL TRUSTEE (AS OF 09/2024) 1.00 0.00 X 0 0 0 MR DWIGHT A MCBRIDE TRUSTEE 1.00 0.00 X 0 0 0 MS LINDA G MILLS TRUSTEE (AS OF 09/2024) 1.00 0.00 X 0 0 0 MS STEPHANIE J MUDICK TRUSTEE 1.00 0.00 X 0 0 0 MS MELISSA NOBLES TRUSTEE 1.00 0.00 X 0 0 0 DR HARRIS PASTIDES TRUSTEE 1.25 0.00 X 0 0 0 DR JAN SIEGMUND TRUSTEE 1.50 0.00 X 0 0 0 MS JOANNE E BERGER-SWEENEY TRUSTEE 1.00 0.00 X 0 0 0 MR MARTIN Y TANG TRUSTEE 1.50 0.00 X 0 0 0 MS AMY TOWERS TRUSTEE 1.50 0.00 X 0 0 0 MS SARAH WATERBURY TRUSTEE (THRU 01/2024) 1.00 0.00 X 0 0 0 MS MARIET WESTERMANN TRUSTEE (AS OF 04/2024) 1.00 0.00 X 0 0 0 DR MARK S WRIGHTON TRUSTEE 1.50 0.00 X 0 0 0 MR JASON CZYZ CO-PRESIDENT 40.00 0.00 X 688424 0 37400 MS COURTNEY TEMPLE EVP, CHIEF ADMIN OFFICER 40.00 0.00 X 451404 0 33380 MS AMY EAPPEN SVP, CHIEF FINANCIAL OFFICER 40.00 0.00 X 345709 0 52926 MS KATHERINE CAMPBELL SECRETARY 40.00 0.00 X 120422 0 19174 MS A SARAH HOLLINGER CO-PRESIDENT 40.00 0.00 X 603049 0 52975 MR PETER YOUNG SVP, CHIEF TECHNOLOGY OFFICER 40.00 0.00 X 396180 0 33075 MS EDITH CECIL SVP, PROGRAM MGMT GOV 40.00 0.00 X 397128 0 44700 MR JONAH MURPHY-KOKODYNIAK SVP, PROGRAM DEVELOPMENT 40.00 0.00 X 361172 0 48432 MR JAMES BROWN SR. DIRECTOR, IT INFRASTRUCTURE 40.00 0.00 X 219998 0 28361 MS NINA SMITH SVP, CHIEF PHILANTHROPY OFFICER 40.00 0.00 X 371434 0 32856 4757094 0 436104 107 0 1 0 GRANT THORNTON ADVISORS LLC 757 THIRD AVENUE NEW YORK NY 10017 AUDIT & TAX SERVICES 339794 BAKER TILLY US LLP 8219 LEESBURG PIKE SUITE 800 TYSONS CORNER VA 22182 INTERNAL AUDIT 229949 JURIN CONSULTING SERVICES LLC 2250 2ND STREET SOUTH JACKSONVILLE BEACH FL 32250 PEOPLESOFT SUPPORT 168000 KAE STRATEGIC LLC 2101 L STREET NW SUITE 800 WASHINGTON DC 20037 PROGRAM STRATEGY SERVICES 150000 ELIZABETH MCENANEY 2288 US ROUTE 9 HUDSON NY 12534 PROGRAM STRATEGY SERVICES 126403 18 260258151 58209786 318467937 FIXED FEE CONTRACTS 900099 30056925 30056925 PUBLICATIONS & MEMBERSHIP FEES 900099 682307 682307 EDUCATIONAL FORUM 900099 664470 664470 31403702 7713490 -23791 7737281 110093195 72221271 37871924 37871924 37871924 MISCELLANEOUS REVENUE 900099 4674 4674 4674 395461727 31403702 -23791 45613879 56568493 56568493 152305289 152305289 15952649 15952649 3284456 2187225 1030864 66367 49500588 32964033 15536323 1000232 4236007 2820893 1329519 85595 8192737 5455807 2571384 165546 3498224 2329580 1097957 70687 417895 111077 299370 7448 537858 4837 533021 319796 319796 719928 719928 26410211 22487759 3688209 234243 1832353 1112210 684127 36016 4590357 1526288 3050777 13292 6393081 5881486 260767 250828 4271132 3419171 815866 36095 2325111 2034592 192860 97659 1969662 477635 1487343 4684 561406 14087 547319 343887233 307653111 34165430 2068692 16840783 17769545 60300759 57303529 2946886 10828897 52414626 65800624 6912346 8774679 39563572 26282633 14030037 13280939 184781222 203610820 27352641 53041300 59183900 56471822 424763200 486882155 48900615 54473628 25756244 25702645 339317 466211 65061869 63684728 140058045 144327212 X 196761787 232631907 87943368 109923036 284705155 342554943 424763200 486882155 51574494 6275294 0 X 0 1 X 1 1 1 X 241622225 223299226 285465601 304485661 318467937 1373340650 241622225 223299226 285465601 304485661 318467937 1373340650 34405045 1338935605 2212674 3157421 4099585 6939448 7713490 24122618 31363 20138 90248 24468 4674 170891 1397634159 159826843 0.95800 0.96000 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2019 AMOUNT: $ 31,363. 2020 AMOUNT: $ 20,138. 2021 AMOUNT: $ 90,248. 2022 AMOUNT: $ 24,468. 2023 AMOUNT: $ 4,674. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 0 0 1 319796 0 1 319796 0 PART II-B, LINE 1: OTHER LOBBYING ACTIVITIES: THE CEO, TRUSTEES, SENIOR STAFF AND ALUMNI VOLUNTEERS OF INSTITUTE OF INTERNATIONAL EDUCATION, AS WELL AS INDEPENDENT CONSULTANTS, MEET WITH LEGISLATIVE AND GOVERNMENT OFFICIALS AND/OR THEIR STAFF TO PROVIDE INFORMATION REGARDING THE MISSION AND PROGRAMS. FROM TIME TO TIME IIE HAS SUPPLEMENTED THESE VISITS WITH CORRESPONDENCE. 17 19 3448187 3052813 3153459 3052813 4121414 0 1 1 176615104 2641179 39648415 5503014 213401684 155492403 3132163 22608164 4617626 176615104 183118679 9239194 -32235390 4630080 155492403 163447909 106017 23274477 3709724 183118679 77107494 82095285 7495791 3250661 163447909 0.59576 0.03358 0.37066 0 0 8640935 1509384 7131551 5199610 2149256 3050354 25723027 22623993 3099034 13280939 EQUITY-ORIENTED 24711997 F MULTI-STRATEGY 23265615 F CREDIT-ORIENTED 5063688 F 53041300 RIGHT-OF-USE ASSETS 53048501 BENEFICIAL INTERESTS IN PERPETUAL TRUSTS HELD BY THIRD PARTIES 3423321 56471822 OPERATING LEASE LIABILITIES 63684728 63684728 X 401017093 6275294 6275294 394741799 719928 719928 395461727 343167305 0 343167305 719928 719928 343887233 PART V, LINE 4: THE INSTITUTE INTENDS TO USE ITS ENDOWMENT, WHICH CONSISTS OF INDIVIDUAL FUNDS THAT HAVE BEEN ESTABLISHED FOR A VARIETY OF PURPOSES INCLUDING SCHOLAR SUPPORT AND SCHOLARSHIPS, CONSISTENT WITH THE PURPOSES FOR WHICH THE FUNDS HAVE BEEN ESTABLISHED. PART X, LINE 2: INCOME TAXES: THE INSTITUTE IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE. THE INSTITUTE IS NOT GENERALLY REQUIRED TO PAY CORPORATE INCOME TAX IN MOST JURISDICTIONS IN WHICH IT OPERATES BY VIRTUE OF, INTER ALIA, IIE'S NOT-FOR- PROFIT STATUS AND/OR THE STATUS OF ITS LOCAL AFFILIATE OR REPRESENTATIVE OFFICES. HOWEVER, IIE PAYS PAYROLL, SALES AND USE TAXES IN THE NORMAL COURSE OF BUSINESS WHERE REQUIRED, AND SOME ACTIVITIES MAY BE SUBJECT TO SALES AND VALUE ADDED TAXES IN CERTAIN JURISDICTIONS. ACCORDINGLY, IIE PAYS OR MAINTAINS APPROPRIATE PROVISIONS TO ACCOUNT FOR SUCH LIABILITIES. 1 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES EDUCATION GRANTS-INDIV 396576 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES EDUCATION GRANTS-INDIV 3302367 EAST ASIA AND THE PACIFIC 0 0 GRANTMAKING 145121 EAST ASIA AND THE PACIFIC 4 45 MAINTAINING OFFICES 4213292 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES EDUCATION GRANTS-INDIV 4224585 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTMAKING 259900 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES EDUCATION GRANTS-INDIV 1357518 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTMAKING 42949 MIDDLE EAST AND NORTH AFRICA 1 8 MAINTAINING OFFICES 429654 NORTH AMERICA 0 0 PROGRAM SERVICES EDUCATION GRANTS-INDIV 926524 NORTH AMERICA 0 0 GRANTMAKING 98000 NORTH AMERICA 1 19 MAINTAINING OFFICES 4060340 RUSSIA AND NEIGHBORING STATES 0 0 PROGRAM SERVICES EDUCATION GRANTS-INDIV 653852 RUSSIA AND NEIGHBORING STATES 0 0 GRANTMAKING 372936 RUSSIA AND NEIGHBORING STATES 3 15 MAINTAINING OFFICES 1811312 SOUTH AMERICA 0 0 PROGRAM SERVICES EDUCATION GRANTS-INDIV 1385401 SOUTH ASIA 0 0 PROGRAM SERVICES EDUCATION GRANTS-INDIV 1264467 SOUTH ASIA 1 6 MAINTAINING OFFICES 924507 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES EDUCATION GRANTS-INDIV 1503196 SUB-SAHARAN AFRICA 1 16 MAINTAINING OFFICES 777376 SOUTH AMERICA 0 0 GRANTMAKING 10500 SOUTH ASIA 0 0 GRANTMAKING 8757 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 28527678 4 45 7 64 11 109 13942308 42754500 56696808 EAST ASIA AND THE PACIFIC EDUCATION EXCHANGE 12500 WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC EDUCATION EXCHANGE 16193 WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC EDUCATION EXCHANGE 91428 WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC EDUCATION EXCHANGE 25000 WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND & GREENLAND) EDUCATION EXCHANGE 25000 WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND & GREENLAND) EDUCATION EXCHANGE 25000 WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND & GREENLAND) EDUCATION EXCHANGE 25000 WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND & GREENLAND) EDUCATION EXCHANGE 34900 WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND & GREENLAND) EDUCATION EXCHANGE 25000 WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND & GREENLAND) EDUCATION EXCHANGE 25000 WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND & GREENLAND) EDUCATION EXCHANGE 50000 WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND & GREENLAND) EDUCATION EXCHANGE 25000 WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND & GREENLAND) EDUCATION EXCHANGE 25000 WIRE TRANSFER 0 MIDDLE EAST AND NORTH AFRICA EDUCATION EXCHANGE 16000 WIRE TRANSFER 0 MIDDLE EAST AND NORTH AFRICA EDUCATION EXCHANGE 18949 WIRE TRANSFER 0 MIDDLE EAST AND NORTH AFRICA EDUCATION EXCHANGE 8000 WIRE TRANSFER 0 NORTH AMERICA EDUCATION EXCHANGE 48000 WIRE TRANSFER 0 NORTH AMERICA EDUCATION EXCHANGE 25000 WIRE TRANSFER 0 NORTH AMERICA EDUCATION EXCHANGE 25000 WIRE TRANSFER 0 RUSSIA AND NEIGHBORING STATES EDUCATION EXCHANGE 217936 WIRE TRANSFER 0 RUSSIA AND NEIGHBORING STATES EDUCATION EXCHANGE 155000 WIRE TRANSFER 0 SOUTH AMERICA EDUCATION EXCHANGE 10500 WIRE TRANSFER 0 SOUTH ASIA EDUCATION EXCHANGE 8757 WIRE TRANSFER 0 23 0 HEALTH INSURANCE CENTRAL AMERICA AND THE CARIBBEAN 15 13815 WIRE TRANSFER STIPENDS & GRANTS CENTRAL AMERICA AND THE CARIBBEAN 35 280363 WIRE TRANSFER TRAVEL CENTRAL AMERICA AND THE CARIBBEAN 22 26591 WIRE TRANSFER TUITION, BOOKS AND FEES CENTRAL AMERICA AND THE CARIBBEAN 13 73256 WIRE TRANSFER HEALTH INSURANCE EAST ASIA AND THE PACIFIC 89 54999 WIRE TRANSFER OTHER EXPENSES EAST ASIA AND THE PACIFIC 96 99120 WIRE TRANSFER STIPENDS & GRANTS EAST ASIA AND THE PACIFIC 265 1957028 WIRE TRANSFER TRAVEL EAST ASIA AND THE PACIFIC 147 138296 WIRE TRANSFER TUITION, BOOKS AND FEES EAST ASIA AND THE PACIFIC 289 1052926 WIRE TRANSFER HEALTH INSURANCE EUROPE (INCLUDING ICELAND & GREENLAND) 49 33760 WIRE TRANSFER OTHER EXPENSES EUROPE (INCLUDING ICELAND & GREENLAND) 44 56390 WIRE TRANSFER STIPENDS & GRANTS EUROPE (INCLUDING ICELAND & GREENLAND) 236 2241570 WIRE TRANSFER TRAVEL EUROPE (INCLUDING ICELAND & GREENLAND) 104 92489 WIRE TRANSFER TUITION, BOOKS AND FEES EUROPE (INCLUDING ICELAND & GREENLAND) 179 1800376 WIRE TRANSFER HEALTH INSURANCE MIDDLE EAST AND NORTH AFRICA 21 16866 WIRE TRANSFER OTHER EXPENSES MIDDLE EAST AND NORTH AFRICA 25 5800 WIRE TRANSFER STIPENDS & GRANTS MIDDLE EAST AND NORTH AFRICA 116 953718 WIRE TRANSFER TRAVEL MIDDLE EAST AND NORTH AFRICA 62 77720 WIRE TRANSFER TUITION, BOOKS AND FEES MIDDLE EAST AND NORTH AFRICA 31 303415 WIRE TRANSFER STIPENDS & GRANTS NORTH AMERICA 80 572006 WIRE TRANSFER TRAVEL NORTH AMERICA 40 49360 WIRE TRANSFER TUITION, BOOKS AND FEES NORTH AMERICA 32 297218 WIRE TRANSFER OTHER EXPENSES RUSSIA AND NEIGHBORING STATES 8 6401 WIRE TRANSFER STIPENDS & GRANTS RUSSIA AND NEIGHBORING STATES 44 525463 WIRE TRANSFER TRAVEL RUSSIA AND NEIGHBORING STATES 23 44473 WIRE TRANSFER TUITION, BOOKS AND FEES RUSSIA AND NEIGHBORING STATES 10 75311 WIRE TRANSFER STIPENDS & GRANTS SOUTH AMERICA 133 1253156 WIRE TRANSFER TRAVEL SOUTH AMERICA 57 70929 WIRE TRANSFER TUITION, BOOKS AND FEES SOUTH AMERICA 23 53500 WIRE TRANSFER HEALTH INSURANCE SOUTH ASIA 11 16155 WIRE TRANSFER OTHER EXPENSES SOUTH ASIA 44 16369 WIRE TRANSFER STIPENDS & GRANTS SOUTH ASIA 118 570584 WIRE TRANSFER TRAVEL SOUTH ASIA 60 36031 WIRE TRANSFER TUITION, BOOKS AND FEES SOUTH ASIA 127 625328 WIRE TRANSFER HEALTH INSURANCE SUB-SAHARAN AFRICA 54 17081 WIRE TRANSFER OTHER EXPENSES SUB-SAHARAN AFRICA 16 11864 WIRE TRANSFER STIPENDS & GRANTS SUB-SAHARAN AFRICA 214 1043750 WIRE TRANSFER TRAVEL SUB-SAHARAN AFRICA 132 241345 WIRE TRANSFER TUITION, BOOKS AND FEES SUB-SAHARAN AFRICA 48 189156 WIRE TRANSFER 1 0 1 1 1 1 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, GRANTS AND CONTRACTS, LEGAL SERVICES AND ADMINISTRATIVE SERVICES). THERE IS REGULAR MONTHLY MONITORING BY FINANCIAL MANAGERS AND FISCAL YEAR PLANNING AND MID-YEAR BUDGET REVIEWS ARE PERFORMED BY SENIOR MANAGEMENT TO REVIEW THE ACTIVITIES OF ALL PROGRAMS AND ADJUST TO CHANGES IN BUDGET ASSUMPTIONS. REPORTS ARE SUBMITTED TO THE SPONSOR PER CONTRACT OR GRANT REQUIREMENTS. THE INTERNAL AUDIT STAFF MAKES OCCASIONAL VISITS TO OUR INTERNATIONAL OFFICES TO AUDIT PROGRAM CONTROLS AND COMPLIANCE. BUDGETS: BUDGETS ARE ESTABLISHED ON A DEPARTMENT AND PROGRAM BASIS WITH CLOSE COORDINATION BETWEEN PROGRAM FINANCE, PRICING, PROGRAMS, AND FINANCIAL PLANNING & ANALYSIS. BUDGET TO ACTUAL REPORTS ARE REVIEWED REGULARLY BY PROGRAM FINANCE AND PROGRAM TEAM MEMBERS TO MONITOR PERFORMANCE. IN ADDITION, SENIOR MANAGEMENT REVIEWS ARE HELD QUARTERLY. THE BUDGET AND FINANCE COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS THE ANNUAL OPERATING AND CAPITAL BUDGETS, REVIEWS IMPLEMENTATION OF OPERATING PLANS AND CAPITAL PROJECTS, OVERSEES BUDGETING AND INTERNAL FINANCIAL REPORTING SYSTEMS AND PROCEDURES, AND REGULARLY MEETS WITH STAFF TO REVIEW THE FINANCIAL RESULTS AND OTHER FINANCIAL MANAGEMENT REPORTS AND PROVIDE STAFF WITH GUIDANCE AS NECESSARY. PAYMENTS/CASH RECEIPTS: PAYMENTS FOR DISBURSEMENTS AND REIMBURSEMENTS RELATING TO ALL GRANT FUNDS REQUIRE APPROPRIATE SUPPORTING DOCUMENTATION. BEFORE PAYMENTS ARE MADE, GRANTEES AND VENDORS ARE CHECKED AGAINST SPECIALLY DESIGNATED NATIONAL LISTS AND OTHER SIMILAR PROHIBITED TRANSACTION LISTS TO HELP CONFIRM THAT PAYMENTS ARE NOT PROHIBITED. UPON APPROVAL, 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 CONFIRM THAT THE PAYMENTS ARE RELATED TO ALLOWABLE AND SPONSOR-APPROVED ACTIVITIES. PART I, LINE 3: METHOD USED ON FINANCIAL STATEMENTS: THE METHOD USED TO ACCOUNT FOR FOREIGN EXPENDITURES AND CASH GRANTS ON THE ORGANIZATION'S FINANCIAL STATEMENTS IS ACCRUAL-BASED AND FOLLOWS US GAAP. PART IV: THE INSTITUTE OF INTERNATIONAL EDUCATION INVESTS IN DOMESTIC AND FOREIGN LIMITED PARTNERSHIPS THAT MAY OWN AN INTEREST IN A FOREIGN CORPORATION, PASSIVE FOREIGN INVESTMENT COMPANY, OR FOREIGN PARTNERSHIP. NEVERTHELESS, IIE'S INVESTMENT ACTIVITIES MAY NOT REACH THE THRESHOLDS REQUIRED FOR FILING THE FORMS 926, 5471, 8621 OR 8865. TO THE EXTENT SUCH A FORM WAS COMPLETED, IT HAS BEEN FILED WITH THE ORGANIZATION'S FORM 990-T. 1 ALICE INTERNATIONAL 23 GLENN DRIVE MILFORD NH 03055 264831665 65000 0 EDUCATION EXCHANGE AMERICAN COUNCILS FOR INT ED 1828 L STREET NW SUITE 1200 WASHINGTON DC 20036 521067256 501(C)(3) 62074 0 EDUCATION EXCHANGE AMERICAN UNIVERSITY 4400 MASSACHUSETTS AVENUE NW WASHINGTON DC 20016 530196549 501(C)(3) 279626 0 EDUCATION EXCHANGE ARIZONA STATE UNIVERSITY PO BOX 875812 TEMPE AZ 852875812 860196696 GOV'T 1450877 0 EDUCATION EXCHANGE BALL STATE UNIVERSITY THIRD PARTY BILLING MUNCIE IN 47306 356000221 GOV'T 25000 0 EDUCATION EXCHANGE BARD COLLEGE 30 CAMPUS ROAD ANNANDALEONHUDSON NY 125045000 141713034 501(C)(3) 25000 0 EDUCATION EXCHANGE BOSTON UNIVERSITY 881 COMMONWEALTH AVENUE BOATON MA 02215 042103547 501(C)(3) 191801 0 EDUCATION EXCHANGE BRIGHAM YOUNG UNIVERSITY A261 ASB PROVO UT 84602 870217280 501(C)(3) 697006 0 EDUCATION EXCHANGE BROWN UNIVERSITY CASHIERS OFFICE PROVIDENCE RI 02912 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14287 106865945 TRAVEL 6434 6198468 TUITION, BOOKS AND FEES 5361 32736193 PART I, LINE 2: PROCEDURES FOR MONITORING GRANTS IN THE UNITED STATES: OVERALL: OPERATIONS ARE CLOSELY MANAGED BY THE PROGRAM MANAGERS AND VARIOUS DEPARTMENTS WITHIN FINANCE AND ADMINISTRATION (I.E., CFO, GRANTS AND CONTRACTS, LEGAL SERVICES AND ADMINISTRATIVE SERVICES). THERE IS REGULAR MONTHLY MONITORING BY PROGRAM FINANCE AND QUARTERLY FINANCIAL MANAGEMENT REVIEWS BY SENIOR MANAGEMENT. FISCAL YEAR PLANNING AND MIDYEAR BUDGET REVIEWS ARE PERFORMED BY SENIOR MANAGEMENT TO REVIEW THE ACTIVITIES OF ALL PROGRAMS AND DEPARTMENTS AND ADJUST TO CHANGES IN BUDGET ASSUMPTIONS. REPORTS ARE SUBMITTED TO THE SPONSOR PER CONTRACT OR GRANT REQUIREMENTS. BUDGETS: BUDGETS ARE ESTABLISHED ON A DEPARTMENT AND PROGRAM BASIS WITH CLOSE COORDINATION BETWEEN PROGRAM FINANCE, PRICING, PROGRAMS, AND FINANCIAL PLANNING & ANALYSIS. BUDGET TO ACTUAL REPORTS ARE REVIEWED REGULARLY BY PROGRAM FINANCE AND PROGRAM TEAM MEMBERS TO MONITOR PERFORMANCE. IN ADDITION, SENIOR MANAGEMENT REVIEWS ARE HELD QUARTERLY. THE BUDGET AND FINANCE COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS THE ANNUAL OPERATING AND CAPITAL BUDGETS, REVIEWS IMPLEMENTATION OF OPERATING PLANS AND CAPITAL PROJECTS, OVERSEES BUDGETING AND INTERNAL FINANCIAL REPORTING SYSTEMS AND PROCEDURES, AND REGULARLY MEETS WITH STAFF TO REVIEW THE FINANCIAL RESULTS AND OTHER FINANCIAL MANAGEMENT REPORTS AND PROVIDE STAFF WITH GUIDANCE AS NECESSARY. PAYMENTS/CASH RECEIPTS: FOR REIMBURSEMENTS AND DISBURSEMENTS RELATING TO GRANTS APPROPRIATE SUPPORTING DOCUMENTATION IS REQUIRED. ALL ACTIVITIES AND COSTS ARE PERFORMED UNDER THE AUSPICES OF AND ARE CONTROLLED BY THE PROGRAM AND/OR ADMINISTRATION DIRECTORS (CFO, GRANTS AND CONTRACTS, LEGAL COUNSEL, ADMINISTRATIVE SERVICES) WHO ENSURE THAT THE TASKS PERFORMED ARE RELATED TO ALLOWABLE AND SPONSOR-APPROVED ACTIVITIES. COSTS ARE REVIEWED AND APPROVED BY PROGRAM DIRECTORS, WITH ADDITIONAL OVERSIGHT BY THE FINANCE DEPARTMENT. SEVIS: IIE ALSO UTILIZIES THE STUDENT AND EXCHANGE VISITOR PROGRAM (SEVP) WHICH SERVES AS THE BRIDGE FOR VARIOUS 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 X X 0 0 0 0 0 0 0 1 0 DR ALLAN E GOODMAN CHIEF EXECUTIVE OFFICER/TRUSTEE 598175 0 130500 0 73499 0 39600 0 13225 0 854999 0 0 0 MR JASON CZYZ CO-PRESIDENT 480600 0 182000 0 25824 0 37400 0 0 0 725824 0 0 0 MS A SARAH HOLLINGER CO-PRESIDENT 470325 0 107000 0 25724 0 39600 0 13375 0 656024 0 0 0 MS COURTNEY TEMPLE EVP, CHIEF ADMIN OFFICER 327200 0 122600 0 1604 0 32780 0 600 0 484784 0 0 0 MS EDITH CECIL SVP, PROGRAM MGMT GOV 291400 0 70100 0 35628 0 36600 0 8100 0 441828 0 0 0 MR PETER YOUNG SVP, CHIEF TECHNOLOGY OFFICER 294535 0 75000 0 26645 0 22875 0 10200 0 429255 0 0 0 MR JONAH MURPHY-KOKODYNIAK SVP, PROGRAM DEVELOPMENT 270265 0 67400 0 23507 0 36557 0 11875 0 409604 0 0 0 MS NINA SMITH SVP, CHIEF PHILANTHROPY OFFICER 280044 0 67900 0 23490 0 23400 0 9456 0 404290 0 0 0 MS AMY EAPPEN SVP, CHIEF FINANCIAL OFFICER 256717 0 65200 0 23792 0 35316 0 17610 0 398635 0 0 0 MR JAMES BROWN SR. DIRECTOR, IT INFRASTRUCTURE 213942 0 5000 0 1056 0 25961 0 2400 0 248359 0 0 0 PART I, LINE 7 EXECUTIVE BONUSES ARE DETERMINED BASED ON A COMBINATION OF ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE. ORGANIZATIONAL PERFORMANCE RATING IS RECOMMENDED BY THE EXECUTIVE TEAM AS A WHOLE AND APPROVED BY THE COMPENSATION HUMAN RESOURCES COMMITTEE. INDIVIDUAL PERFORMANCE RATING IS RECOMMENDED BY THE INDIVIDUAL EXECUTIVE'S MANAGER. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S AUDIT COMMITTEE REVIEWS THE FINAL FORM 990 AND MAKES SUGGESTIONS. THE FINAL FORM 990 IS THEN DISTRIBUTED TO THE FULL BOARD OF TRUSTEES BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C 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 (FOR EMPLOYEES) AND THE LEGAL DEPT./SECRETARY OF THE BOARD (FOR TRUSTEES AND OFFICERS). FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION AND HUMAN RESOURCES COMMITTEE OF THE BOARD ANNUALLY REVIEWS THE COMPENSATION FOR THE INSTITUTE'S SENIOR EXECUTIVES. THE COMMITTEE BASES ITS REVIEW, IN PART, ON COMPARABLE DATA OBTAINED FROM AN OUTSIDE, INDEPENDENT CONSULTANT, WHICH IS UPDATED FROM TIME TO TIME. THE COMMITTEE REVIEWS AND APPROVES THE ANNUAL SALARY, INCENTIVE COMPENSATION, AND ANY OTHER BENEFITS ("EXECUTIVE COMPENSATION") OF THE SENIOR EXECUTIVES, AND SO ADVISES THE EXECUTIVE COMMITTEE OF THE BOARD. THE COMMITTEE REVIEWS AND RECOMMENDS TO THE EXECUTIVE COMMITTEE FOR ITS APPROVAL THE EXECUTIVE COMPENSATION OF THE CEO/PRESIDENT, AS APPLICABLE. THE EXECUTIVE COMMITTEE THEN ADVISES THE BOARD OF ITS DETERMINATION. THE COMPENSATION DATA REPORTED IN THIS FORM 990 IS FOR THE PERIOD JANUARY 2023 THROUGH DECEMBER 2023. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS ARE PUBLICLY AVAILABLE. GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART VII - AVERAGE HOURS: THE AVERAGE HOURS PER WEEK ARE BASED UPON ESTIMATES. ACTUAL HOURS INCURRED MAY FLUCTUATE THROUGHOUT THE YEAR. IIE NETWORKS LLC 1 WORLD TRADE CTR FL 36 NEW YORK NY 100070090 465009643 HOLDING CO DE 0 50000 IIE IIE OVERSEAS LLC TVERSKOY BULEVAR 14 BLDG 1 MOSCOW RS 125009 834178554 HOLDING CO DE 0 0 IIE CHARITABLE REMAINDER TRUST (1) EDUCATION GRANTS TX IIE T 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0