2025-11-12T15:01:40-06:00 2024-12-31 521231901 GORFINE SCHILLER & GARDYN PA 10045 RED RUN BLVD SUITE 250 OWINGS MILLS MD 21117 990 2024-01-01 271282489 INSTITUTE FOR STRATEGIC DIALOGUE-US INST 2024642517 1032 15TH STREET NW SUITE 285 WASHINGTON DC 20005 MARK BERGMAN CO-CHAIR AND SECRETARY 2024642517 2025-11-11 1 0 SCOTT D RODGVILLE CPA P00365285 4103565900 2024 2025-03-06 01:10:19Z MARK BERGMAN 1032 15TH STREET NW SUITE 285 WASHINGTON DC 20005 12799684 0 X WWW.ISDGLOBAL.ORG X 2009 DC DEFENDING DEMOCRACY AND INDIVIDUAL RIGHTS AGAINST THREATS TO PUBLIC SAFETY AND NATIONAL SECURITY. 8 7 44 7 0 0 5899380 12799684 0 0 0 0 0 0 5899380 12799684 2029223 3439611 0 0 2496266 4172902 0 0 252725 1375052 897664 5900541 8510177 -1161 4289507 2199420 5859681 228297 364293 1971123 5495388 X ISD-US IS AN INDEPENDENT, NON-PARTISAN, NON-PROFIT ORGANIZATION DEDICATED TO DEFENDING DEMOCRACY AND INDIVIDUAL RIGHTS AGAINST THREATS TO PUBLIC SAFETY AND NATIONAL SECURITY. ISD-US IS AT THE FOREFRONT OF ANALYZING AND INNOVATING SOLUTIONS TO THETHREATS OF VIOLENT GROUPS, HOSTILE STATE AND NON-STATE INFLUENCE OPERATIONS, AND EXTREMISM IN ALL ITS IDEOLOGICAL FORMS. 0 0 7736487 3439611 FUNDING FOR INSTITUTE FOR STRATEGIC DIALOGUE WORK ON DEFENDING DEMOCRACY AND INDIVIDUAL RIGHTS AGAINST THREATS TO PUBLIC SAFETY AND NATIONAL SECURITY. 7736487 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 20 0 1 44 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 7 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X ANNA STOLBOVA 2024642517 1032 15TH STREET NW SUITE 285 WASHINGTON DC 20005 SASHA HAVLICEK PRESIDENT AND CEO 40.00 X X 248539 0 10078 MARK BERGMAN CO-CHAIR AND SECRETARY 1.00 X X 0 0 0 KARL-THEODOR ZU GUTTENBERG DIRECTOR 1.00 X 0 0 0 DR KERRY HEALEY CO-CHAIR 1.00 X X 0 0 0 SHIRLEY LORD ROSENTHAL DIRECTOR 1.00 X 0 0 0 FARAH PANDITH DIRECTOR 1.00 X 0 0 0 CHRIS RICE TREASURER 1.00 X X 0 0 0 MERYL CHERTOFF DIRECTOR 1.00 X 0 0 0 DIXON OSBURN ED-USA 40.00 X 171267 0 23228 MOUSTAFA AYAD ED-AMEA 40.00 X 143631 0 11154 ISABELLE WRIGHT DIR. TECH & SOCIETY 0.00 X 138578 0 11310 KATHERINE KENEALLY DIR. THREAT PREVENTION 40.00 X 121096 0 10468 ERIC ROSAND ED-STRONG CITIES NETWORK 40.00 X 137341 0 18337 ANNA STOLBOVA DIR. OPERATIONS 40.00 X 115879 0 6954 1076331 0 91529 7 0 1 0 0 1041066 11758618 12799684 12799684 0 0 0 136981 136981 3302630 3302630 453112 190307 108747 154058 3065630 2765389 233849 66392 85990 75708 7191 3091 285707 252126 23696 9885 282463 238399 27116 16948 28477 28477 36122 36122 241830 241830 20834 20834 50860 48610 2250 69909 69909 48652 48652 197744 195393 2351 137237 133707 3530 17655 17655 15170 15170 DUES AND SUBSCRIPTIONS 22586 22586 TELEPHONE AND INTERNET 7860 65 7795 BANK CHARGES AND FEES 2728 2728 8510177 7736487 520965 252725 535752 3672024 1558754 2135826 77581 42151 35361 25681 27333 9680 2199420 5859681 138941 248352 89356 115941 228297 364293 X 34645 4225956 1936478 1269432 1971123 5495388 2199420 5859681 X 4289507 -765242 0 X X 0 1 X 1 1 1 X 1976623 1407578 5833424 5899380 12799684 27916689 1976623 1407578 5833424 5899380 12799684 27916689 4981360 22935329 856067 856067 28772756 0.79710 0.94980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 35361 25681 9680 9680 RELATED PARTY PAYABLES 115941 115941 X 13000031 200347 200347 12799684 0 12799684 8710524 200347 200347 8510177 0 8510177 PART X, LINE 2: ISD-US IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THEREFORE, NO PROVISIONS HAVE BEEN MADE FOR INCOME TAXES IN THE FINANCIAL STATEMENTS. IN ACCORDANCE WITH FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, ISD-US RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. BASED ON ITS EVALUATION, ISD-US HAS CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION IN THE FINANCIAL STATEMENTS. NO INTEREST OR PENALTIES HAVE BEEN RECORDED AS A RESULT OF TAX UNCERTAINTIES. 1 EUROPE (INCLUDING ICELAND & GREENLAND) GRANTS TO RECIPIENTS 3291063 SOUTH ASIA GRANTS TO RECIPIENTS 11567 0 0 0 0 0 0 3302630 0 3302630 EUROPE (INCLUDING ICELAND & GREENLAND) OPERATIONAL EXPENDITURES AND PROJECTS SUPPORT 2281637 ELECTRONIC TRANSACTION 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM OPERATIONAL EXPENDITURES AND PROJECTS SUPPORT 857222 ELECTRONIC TRANSACTION 0 EUROPE (INCLUDING ICELAND & GREENLAND) PROJECT SUPPORT 152205 ELECTRONIC TRANSACTION 0 SOUTH ASIA LAUNCHING REGIONAL HUBS 11567 ELECTRONIC TRANSACTION 0 2 2 1 0 0 0 0 0 PART I, LINE 2: A GRANT REQUEST AND AGREEMENT ARE IN PLACE FOR EACH GRANT WITH STRICT REPORTING REQUIREMENTS. PER THE GRANT AGREEMENT, THE GRANTEE AGREES: - TO USE THE FUNDS SOLELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES OR TO FOSTER NATIONAL OR INTERNATIONAL AMATEUR SPORTS COMPETITION (BUT ONLY IF NO PART OF ITS ACTIVITIES INVOLVE THE PROVISION OF ATHLETIC FACILITIES OR EQUIPEMENTS), OR FOR THE PREVENTION OF CRUELTY TO CHILDREN OR ANIMALS; AS DEFINED BY SECTION 170 (C) (2) (B) UNDER SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE OF 1986; - TO MAINTAIN ADEQUATE FINANCIAL RECORDS CONSISTENT WITH GENERALLY ACCEPTED ACCOUNTING PRACTICES AND TO RETAIN SUCH RECORDS FOR AT LEAST FOUR YEARS AFTER CONCLUSION OF THE GRANT PERIOD; - TO ALLOW ISD-US REPRESENTATIVES TO CONDUCT EVALUATIONS AND AUDITS OF THE PROJECT AT PERIODIC INTERVALS IF DESIERED TO DETERMINE THAT FUNDS WERE EXPENSED FOR THE PURPOSE APPROVED BY THE BOARD OF DIRECTORS; - TO PROVIDE A COPY OF AUDIT REPORT WHICH DOCUMENT THAT GRANT FUNDS WERE EXPENSED FOR PURPOSES APPROVED BY THE BOARD; - TO RETURN TO ISD-US ANY PORTION OF THE GRANT FUNDS THAT ARE NOT USED FOR THE PURPOSE OF THE PROJECT GRANT. GRANTEES WILL PROVIDE A COMPLETE ANNUAL NARRATIVE AND FINANCIAL REPORT BY SET DEADLINE. PART IV, LINE 1: DURING THE CALENDAR YEAR , ISDUS TRANFERED $2,281,637, TO ISDUK; $857,222 TO ISD GERMANY; AND $152,205 TO CASM TECHNOLOGY LLP. ISDUS RECEIVED NO OWNERSHIP INTEREST THE ORGANIZATIONS IN EXCHANGE FOR THE GRANTS. THEREFORE, THERE IS NO FILING OBLIGATION PER REG. 1.6038-2(J)(2)(I) 1 ERADICATE HATE GLOBAL SUMMIT 500 GRANT STREET SUITE 4500 PITTSBURGH PA 15219 922221894 501(C)(3) 31219 0 PROGRAMMATIC ACTIVITY BOSTON CHILDREN'S HOSPITAL 300 LONGWOOD AVENUE BOSTON MA 02115 042774441 501(C)(3) 37326 0 PROGRAMMATIC ACTIVITY UNIVERSITY OF ILLINOIS 1901 S FIRST STREET SUITE A CHAMPAIGN IL 61820 376000511 501(C)(3) 48581 0 PROGRAMMATIC ACTIVITY NATIONAL LEAGUE OF CITIES 660 N CAPITOL ST NW STE 450 WASHINGTON DC 20001 530226780 501(C)(4) 19855 0 PROGRAMMATIC ACTIVITY 3 1 PART I, LINE 2: A GRANT REQUEST AND AGREEMENT ARE IN PLACE FOR EACH GRANT WITH STRICT REPORTING REQUIREMENTS. PER THE GRANT AGREEMENT, THE GRANTEE AGREES: - TO USE THE FUNDS SOLELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES OR TO FOSTER NATIONAL OR INTERNATIONAL AMATEUR SPORTS COMPETITION (BUT ONLY IF NO PART OF ITS ACTIVITIES INVOLVE THE PROVISION OF ATHLETIC FACILITIES OR EQUIPEMENTS), OR FOR THE PREVENTION OF CRUELTY TO CHILDREN OR ANIMALS; AS DEFINED BY SECTION 170 (C) (2) (B) UNDER SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE OF 1986; - TO MAINTAIN ADEQUATE FINANCIAL RECORDS CONSISTENT WITH GENERALLY ACCEPTED ACCOUNTING PRACTICES AND TO RETAIN SUCH RECORDS FOR AT LEAST FOUR YEARS AFTER CONCLUSION OF THE GRANT PERIOD; - TO ALLOW ISD-US REPRESENTATIVES TO CONDUCT EVALUATIONS AND AUDITS OF THE PROJECT AT PERIODIC INTERVALS IF DESIERED TO DETERMINE THAT FUNDS WERE EXPENSED FOR THE PURPOSE APPROVED BY THE BOARD OF DIRECTORS; - TO PROVIDE A COPY OF AUDIT REPORT WHICH DOCUMENT THAT GRANT FUNDS WERE EXPENSED FOR PURPOSES APPROVED BY THE BOARD; - TO RETURN TO ISD-US ANY PORTION OF THE GRANT FUNDS THAT ARE NOT USED FOR THE PURPOSE OF THE PROJECT GRANT. GRANTEES WILL PROVIDE A COMPLETE ANNUAL NARRATIVE AND FINANCIAL REPORT BY SET DEADLINE. X X X 0 0 0 0 0 0 0 0 0 SASHA HAVLICEK PRESIDENT AND CEO 248539 0 0 0 0 0 0 0 10078 0 258617 0 0 0 DIXON OSBURN ED-USA 161267 0 10000 0 0 0 7387 0 15841 0 194495 0 0 0 ERIC ROSAND ED-STRONG CITIES NETWORK 137341 0 0 0 0 0 6394 0 11943 0 155678 0 0 0 MOUSTAFA AYAD ED-AMEA 138631 0 5000 0 0 0 4471 0 6683 0 154785 0 0 0 PART I, LINE 3 A COMPENSATION COMMITTEE OF THE BOARD (FORMED OF TREASURER AND CHAIR) MEETS TO CONSIDER AND APPROVE CEO AND KEY EMPLOYEES SALARY. THEY DO THIS BY CONSIDERING PUBLIC SALARY BENCHMARKING DATA FROM THE SECTOR WHICH TAKES INTO ACCOUNT COMPARABLE ORGANISATIONS SALARY INFORMATION AS WELL AS SALARY MARKET TRENDS. COMP IS CONSIDERED AND SET BY THIS COMMITTEE ANNUALLY. FORM 990, PART VI, SECTION A, LINE 4 IN APRIL 2024, THE BYLAWS WERE UPDATED TO IMPROVE ON MEETING AND COMMITTEE PROCESSES AND SET NEW BOARD TERM LIMITS. FORM 990, PART VI, SECTION B, LINE 11B THE CEO AND PRESIDENT AND CO-CHAIR AND SECRETARY OF THE BOARD REVIEWED THE FORM 990 BEFORE IT WAS FILED. A COPY OF THE FORM 990 WAS PROVIDED TO THE MEMBERS OF THE BOARD BEFORE THE RETURN WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO ANY DIRECTOR, OFFICER, MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS, OR SENIOR EMPLOYEE WHO HAS DIRECT OR INDIRECT FINANCIAL INTEREST. IN THE EVENT OF ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF HIS OR HER FINANCIAL INTEREST AND ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. THE INTERESTED PERSON DOES NOT PARTICIPATE IN THE DISCUSSION OR VOTE ON THE MATTER. EACH YEAR ALL POTENTIAL INTERESTED PERSONS SIGN A STATEMENT INDICATING RECEIPT OF THE CONFLICT OF INTEREST POLICY, AND THAT THEY HAVE READ THE POLICY AND ARE IN COMPLIANCE WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 A COMPENSATION COMMITTEE OF THE BOARD (FORMED OF TREASURER AND CHAIR) MEETS TO CONSIDER AND APPROVE CEO AND KEY EMPLOYEES SALARY. THEY DO THIS BY CONSIDERING PUBLIC SALARY BENCHMARKING DATA FROM THE SECTOR WHICH TAKES INTO ACCOUNT COMPARABLE ORGANISATIONS SALARY INFORMATION AS WELL AS SALARY MARKET TRENDS. COMPENSATION IS CONSIDERED AND SET BY THIS COMMITTEE ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OR INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. FORM 990, PART XI, LINE 8: THE PRIOR YEAR AUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 12/31/2023 HAVE BEEN RESTATED TO ADJUST THE REVENUE RECOGNIZED FROM A COST REIMBURSED GRANT. AS A RESULT OF THE RESTATEMENT, ACCOUNTS RECEIVABLE, CHANGES IN NET ASSETS AND NET ASSETS WITH RESTRICTION AS OF JANUARY 2024 WERE REDUCED BY $765,243. INSTITUTE FOR STRATEGIC DIALOGUE UK 3RD FLOOR 45 ALBEMARLE STREET MAYFAIR LONDON UK W1S 4JL PEACE, SECURITY AND COHESION UK N/A 0 ISD - GERMANY GGMBH C/O SCHOMERUS BULOWSTRABE 66 BERLIN GM 10783 PEACE, SECURITY AND COHESION GM N/A 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0