INSTITUTE OF INTERNATIONAL EDUCATI… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1919

Legal Domicile

Principal Officer

JASON P CZYZ

Phone

2128838200

Tax Period

2023-10-01 to 2024-09-30

INSTITUTE OF INTERNATIONAL EDUCATION INC, founded in 1919, is a major nonprofit in the International Affairs sector that reported $395.5M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $343.9M left a modest 13% surplus.

Mission

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.

Program Service Accomplishments

Program 1

Expenses: $247,826,978 Revenue: $19,442,082

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...

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.

Program 2

Expenses: $39,482,579 Revenue: $10,116,715

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...

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.

Program 3

Expenses: $9,570,543 Revenue: $598,953

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...

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $318,467,937

Program Service Revenue $31,403,702

Investment Income $45,585,414

Other Revenue $4,674

TOTAL REVENUE $395,461,727

Expense Breakdown

Grants Paid $224,826,431

Salaries & Benefits $68,712,012

Fundraising Expenses $2,068,692

Program Expenses $307,653,111

Other Expenses $50,348,790

TOTAL EXPENSES $343,887,233

Year-over-Year Comparison

	2023	2022	Change
Revenue	$395,461,727	$347,041,918	+0.1%
Expenses	$343,887,233	$333,824,350	+0.0%
Net Income	$51,574,494	$13,217,568	+2.9%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✓ Lobbying ✗ Political Activity ✓ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

576

Volunteers

2134

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✓ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$3,259,862

Total Directors

$854,999

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR ALLAN E GOODMAN	CHIEF EXECUTIVE OFFICER/TRUSTEE	40.00	Officer Director	$802,174	$52,825	$854,999
MR HARTLEY R ROGERS	VICE CHAIR/TREASURER/TRUSTEE	1.75	Officer Director	$0	$0	$0
MR MARK A ANGELSON	CHAIR/TRUSTEE	4.50	Officer Director	$0	$0	$0
MR CALVIN G BUTLER JR	VICE CHAIR/TRUSTEE	1.75	Officer Director	$0	$0	$0
MS LINDA VESTER	VICE CHAIR/TRUSTEE	1.75	Officer Director	$0	$0	$0
MR SETH R BERGSTEIN	TRUSTEE	1.50	Director	$0	$0	$0
DR LEE C BOLLINGER	TRUSTEE (THRU 01/2024)	1.00	Director	$0	$0	$0
MS AMY BRANDT	TRUSTEE	1.50	Director	$0	$0	$0
DR GEORGE CAMPBELL JR	TRUSTEE	4.50	Director	$0	$0	$0
MR ROBERT L DILENSCHNEIDER	TRUSTEE	2.75	Director	$0	$0	$0
MS COLLEEN GOGGINS	TRUSTEE	1.25	Director	$0	$0	$0
MS JOYCE P HENDRICKS	TRUSTEE	1.00	Director	$0	$0	$0
MR JONATHAN HOLLOWAY	TRUSTEE	1.00	Director	$0	$0	$0
MR MICHAEL E HOUSTON	TRUSTEE	1.00	Director	$0	$0	$0
MR SANFORD A IBRAHIM	TRUSTEE	1.00	Director	$0	$0	$0
MR THOMAS S JOHNSON	TRUSTEE	1.00	Director	$0	$0	$0
DR HENRY KAUFMAN	TRUSTEE	1.00	Director	$0	$0	$0
MS LAYA KHADJAVI	TRUSTEE	1.00	Director	$0	$0	$0
MR MAHBOOB MAHMOOD	TRUSTEE	1.00	Director	$0	$0	$0
MR ROBERT L MANUEL	TRUSTEE (AS OF 09/2024)	1.00	Director	$0	$0	$0
MR DWIGHT A MCBRIDE	TRUSTEE	1.00	Director	$0	$0	$0
MS LINDA G MILLS	TRUSTEE (AS OF 09/2024)	1.00	Director	$0	$0	$0
MS STEPHANIE J MUDICK	TRUSTEE	1.00	Director	$0	$0	$0
MS MELISSA NOBLES	TRUSTEE	1.00	Director	$0	$0	$0
DR HARRIS PASTIDES	TRUSTEE	1.25	Director	$0	$0	$0
DR JAN SIEGMUND	TRUSTEE	1.50	Director	$0	$0	$0
MS JOANNE E BERGER-SWEENEY	TRUSTEE	1.00	Director	$0	$0	$0
MR MARTIN Y TANG	TRUSTEE	1.50	Director	$0	$0	$0
MS AMY TOWERS	TRUSTEE	1.50	Director	$0	$0	$0
MS SARAH WATERBURY	TRUSTEE (THRU 01/2024)	1.00	Director	$0	$0	$0
MS MARIET WESTERMANN	TRUSTEE (AS OF 04/2024)	1.00	Director	$0	$0	$0
DR MARK S WRIGHTON	TRUSTEE	1.50	Director	$0	$0	$0
MR JASON CZYZ	CO-PRESIDENT	40.00	Officer	$688,424	$37,400	$725,824
MS COURTNEY TEMPLE	EVP, CHIEF ADMIN OFFICER	40.00	Officer	$451,404	$33,380	$484,784
MS AMY EAPPEN	SVP, CHIEF FINANCIAL OFFICER	40.00	Officer	$345,709	$52,926	$398,635
MS KATHERINE CAMPBELL	SECRETARY	40.00	Officer	$120,422	$19,174	$139,596
MS A SARAH HOLLINGER	CO-PRESIDENT	40.00	Officer	$603,049	$52,975	$656,024
MR PETER YOUNG	SVP, CHIEF TECHNOLOGY OFFICER	40.00	Highest	$396,180	$33,075	$429,255
MS EDITH CECIL	SVP, PROGRAM MGMT GOV	40.00	Highest	$397,128	$44,700	$441,828
MR JONAH MURPHY-KOKODYNIAK	SVP, PROGRAM DEVELOPMENT	40.00	Highest	$361,172	$48,432	$409,604
MR JAMES BROWN	SR. DIRECTOR, IT INFRASTRUCTURE	40.00	Highest	$219,998	$28,361	$248,359
MS NINA SMITH	SVP, CHIEF PHILANTHROPY OFFICER	40.00	Highest	$371,434	$32,856	$404,290

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$395,461,727	$343,887,233	$486,882,155	$51,574,494
2023	$347,041,918	$333,824,350	$424,763,200	$13,217,568
2022	$326,453,880	$310,588,777	$375,901,879	$15,865,103
2021	$276,172,222	$244,596,360	$353,005,592	$31,575,862
2020	$359,097,100	$275,456,169	$309,057,601	$83,640,931
2019	$333,235,600	$330,153,560	$232,158,541	$3,082,040
2018	$356,626,594	$357,090,985	$228,402,014	$-464,391

INSTITUTE OF INTERNATIONAL EDUCATION INC