Civic Intelligence

Hias Inc.

990 • Fiscal year 2017 • EIN 13-5633307

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 05, 2018

1300 Spring Street Suite 500Silver Spring, MD 20910

(301) 844-7300

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

49th percentile

0.28x

Higher debt load relative to assets than 49% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

50th percentile

0.41x

Higher debt load relative to revenue than 50% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Net Margin

50th percentile

3.3%

Higher net margin than 50% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

46th percentile

$322,009

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Asset Growth

42nd percentile

4.0%

Faster asset growth than 42% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

56th percentile

6.9%

Faster revenue growth than 56% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Assets

Up

$69,932,316

Up $2,713,214 (+4.0%) from 2016

Net Assets

Up

$50,119,235

Up $4,209,114 (+9.2%) from 2016

Liabilities

Down

$19,813,081

Down $1,495,900 (-7.0%) from 2016

Revenue

Up

$48,368,617

Up $3,114,391 (+6.9%) from 2016

Expenses

Down

$46,763,131

Down $4,218,401 (-8.3%) from 2016

Net Income

Up

$1,605,486

Up $7,332,792 (+128%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150M$100M$50M$0Assets 2010: $62,475,248Liabilities 2010: $10,372,980Net Assets 2010: $52,102,2682010Assets 2011: $61,768,095Liabilities 2011: $14,507,772Net Assets 2011: $47,260,3232011Assets 2012: $66,636,833Liabilities 2012: $17,285,128Net Assets 2012: $49,351,7052012Assets 2013: $69,615,542Liabilities 2013: $11,697,762Net Assets 2013: $57,917,7802013Assets 2014: $69,305,738Liabilities 2014: $13,911,732Net Assets 2014: $55,394,0062014Assets 2015: $69,624,075Liabilities 2015: $19,796,463Net Assets 2015: $49,827,6122015Assets 2016: $67,219,102Liabilities 2016: $21,308,981Net Assets 2016: $45,910,1212016Assets 2017: $69,932,316Liabilities 2017: $19,813,081Net Assets 2017: $50,119,2352017Assets 2018: $70,175,662Liabilities 2018: $21,018,313Net Assets 2018: $49,157,3492018Assets 2019: $85,174,923Liabilities 2019: $30,689,695Net Assets 2019: $54,485,2282019Assets 2020: $86,773,637Liabilities 2020: $31,484,539Net Assets 2020: $55,289,0982020Assets 2021: $115,613,843Liabilities 2021: $27,370,784Net Assets 2021: $88,243,0592021Assets 2022: $131,521,986Liabilities 2022: $39,943,693Net Assets 2022: $91,578,2932022Assets 2023: $94,700,498Liabilities 2023: $40,149,730Net Assets 2023: $54,550,7682023Assets 2024: $91,979,046Liabilities 2024: $50,877,445Net Assets 2024: $41,101,6012024

Highlighted filing

2017

Assets$69,932,316
Liabilities$19,813,081
Net Assets$50,119,235

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200M$150M$100M$50M$0-$50MExpenses 2010: $26,919,0492010Expenses 2011: $26,102,4812011Expenses 2012: $29,801,2672012Revenue 2013: $31,218,870Expenses 2013: $31,005,114Net Income 2013: $213,7562013Revenue 2014: $39,923,260Expenses 2014: $36,449,447Net Income 2014: $3,473,8132014Revenue 2015: $40,565,891Expenses 2015: $41,625,708Net Income 2015: -$1,059,8172015Revenue 2016: $45,254,226Expenses 2016: $50,981,532Net Income 2016: -$5,727,3062016Revenue 2017: $48,368,617Expenses 2017: $46,763,131Net Income 2017: $1,605,4862017Revenue 2018: $50,245,135Expenses 2018: $44,333,154Net Income 2018: $5,911,9812018Revenue 2019: $55,611,787Expenses 2019: $57,790,469Net Income 2019: -$2,178,6822019Revenue 2020: $76,167,512Expenses 2020: $68,243,110Net Income 2020: $7,924,4022020Revenue 2021: $118,743,935Expenses 2021: $86,362,405Net Income 2021: $32,381,5302021Revenue 2022: $149,188,323Expenses 2022: $134,582,943Net Income 2022: $14,605,3802022Revenue 2023: $88,116,244Expenses 2023: $130,982,122Net Income 2023: -$42,865,8782023Revenue 2024: $140,553,388Expenses 2024: $151,857,237Net Income 2024: -$11,303,8492024

Highlighted filing

2017

Revenue$48,368,617
Expenses$46,763,131
Net Income$1,605,486
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 5, 2018
Return Version
2017v2.3
Gross Receipts
$78,191,624
Mission and Program Overview

Mission

HIAS IS the GLOBAL JEWISH ORGANIZATION THAT RESCUES PEOPLE WHOSE LIVES ARE IN DANGER FOR BEING WHO THEY ARE & STANDS FOR A WORLD IN WHICH REFUGEES FIND WELCOME, SAFETY AND FREEDOM.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$32,493,144$30,116,026▼ $2,377,118
Investments in Publicly Traded Securities$20,470,885$28,266,014▲ $7,795,129
Pledges and Grants Receivable$8,827,677$6,600,224▼ $2,227,453
Savings and Temporary Cash Investments$2,778,383$2,570,364▼ $208,019
Land, Buildings, and Equipment, Net$1,424,347$1,111,574▼ $312,773
Prepaid Expenses and Deferred Charges$557,353$621,960▲ $64,607
Accounts Receivable$505,463$517,659▲ $12,196
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$67,219,102$69,932,316▲ $2,713,214
Other Assets Total$161,850$128,495▼ $33,355
Liabilities
Other Liabilities$16,082,531$16,123,703▲ $41,172
Accounts Payable and Accrued Expenses$5,226,450$3,689,378▼ $1,537,072
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$21,308,981$19,813,081▼ $1,495,900
Net Assets / Fund Balance
Unrestricted Net Assets$39,379,901$43,705,862▲ $4,325,961
Temporarily Rstr Net Assets$4,213,790$3,450,193▼ $763,597
Permanently Rstr Net Assets$2,316,430$2,963,180▲ $646,750
Total Net Assets Fund Balance$45,910,121$50,119,235▲ $4,209,114
Total Liabilities and Net Assets / Fund Balance$67,219,102$69,932,316▲ $2,713,214

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$1,016,357$250,822$1,267,179
Equipment$95,217$691,310$786,527
Other Land Buildings--$0
Land$0--
Other Securities$19,980,383--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$41,902,997$3,326,958▲ $6,554,208$6,389,406$44,932,975
2016$43,781,390$2,205,457▲ $2,187,686$5,541,863$41,902,997
2015$62,944,322$2,674,367▼ $955,554$18,324,255$43,781,390
2014$66,644,626$3,108,691▲ $1,933,184$8,391,571$62,944,322
2013$59,056,747$2,712,683▲ $8,370,476$2,937,087$66,644,626
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark HetfieldPresident and CEOFT$293,952$28,057$322,009
Riva Silverman til Oct 17VP External AffairsFT$187,102$112,233$299,335
Farhan IrshadCOOFT$198,450$52,951$251,401
Jennie C Rosenn til sept 17VP of Community EngagementFT$122,276$120,432$242,708
Melanie NezerSenior VP, Public AffairsFT$169,212$66,644$235,856
Hayford MensahChief Financial OfficerFT$153,594$37,953$191,547
Francine S SteinSenior AdvisorFT$169,145$10,933$180,078
Sheldon PittermanSenior VP, Global ProgramsFT$170,674$2,304$172,978
Stacie McCraySenior Director GMCFT$144,249$25,188$169,437
Jessica ReeseDir, Strategic PartnershipsFT$150,000$4,471$154,471

Board Members and Trustees

NameTitle
Dianne F LobChair of the Board
Rene LererVice Chair
Alla Karagodin HolmesDirector
Dorit PerryDirector
Eric SchwartzDirector
Frank RischDirector
Gary HirschbergDirector
Ilan RosenbergDirector
Jane GinnsDirector
Jeffrey BlattnerDirector
Jose OfmanDirector
Judith H FriedmanDirector
Karen GreenDirector
Lana AlmanDirector
Lee M GordonDirector
Leon RodriguezDirector
Marc SilberbergDirector
Philip E WolginDirector
Robert D AronsonDirector
Sandra SpinnerDirector
Sharon S NazarianDirector
Yuli WexlerDirector
Ann F CohenSecretary/Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Grant Thornton LLPAudit & Tax Services33570 Treasury Center, Chicago, IL 60694-3500$207,635
Anne Lewis StrategiesConsulting-dir Mktng1140 19TH ST NW SUITE 300, Washington, DC 20036$130,500
Donor Point MarketingCnsltg-fundraising649 NORTH HORNERS LANE BUILDING C, Rockville, MD 20850$113,298
Soho Strategies LLCCnsltg-strategy/comm5614 Connecticut Avenue NW No 122, Washington, DC 20015$111,340
West End Strategy Team LLCConsulting-marketing2101 L STREET NW SUITE 440, Washington, DC 20011$77,889
Revenue and Support

Revenue Composition

Contributions and Grants
$40,687,086
Program Service Revenue
$1,475,129
Investment Income
$6,206,402
Other Revenue
$0
All Other Contributions
$19,949,218
Change in Net Assets
$1,605,486

Audited Revenue Reconciliation

Revenue per Audited Statements
$48,076,224
Revenue Not Reported on Financial Statements
$292,393
Revenue Not Reported on Form 990
$3,170,416
Total Revenue per Audited Statements
$51,246,640
Total Revenue per Form 990
$48,368,617
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$22,894,672
Other Expenses$14,875,196
Grants and Similar Amounts Paid$8,993,263
Total Fundraising Expense$2,664,186
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$10,781,277$3,943,298$1,233,277$15,957,852
Grants to Domestic Orgs$8,975,710--$8,975,710
Other Employee Benefits$2,454,726$870,952$433,676$3,759,354
Other Expenses$3,404,613$53,272$34,799$3,404,613
Occupancy$1,515,792$970,698$130$2,486,620
Office Expenses$1,012,551$684,601$607,328$2,304,480
Fees for Services Other$1,490,643$439,312$83,968$2,013,923
Payroll Taxes$1,222,602$604,663-$1,827,265
Travel$1,036,382$382,917$69,186$1,488,485
Current Officers, Directors, Trustees, and Key Employees$688,664$251,882$78,777$1,019,323
Information Technology$572,752$220,271$62,950$855,973
All Other Expenses$3,099,421$-2,550,166-$549,255
Pension Plan Contributions-$330,878-$330,878
Depreciation Depletion$69,611$192,732$41,569$303,912
Fees for Service Investment Mgmnt Fees-$292,393-$292,393
Advertising$6,935$258,291-$265,226
Fees for Services Accounting$28,590$113,324-$141,914
Fees for Services Legal$53,722$21,750$18,301$93,773
Fees for Services Lobbying-$19,552-$19,552
Foreign Grants$17,553--$17,553
Total Functional Expenses$36,998,325$7,100,620$2,664,186$46,763,131

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$47,321,671
Total Expenses per Form 990$46,763,131
Expenses per Audited Statements$46,470,738
Expenses Not Reported on Form 990$850,933
Expenses Not Reported on Financial Statements$292,393
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
US Together IncColumbus, OH501(c)(3)Refugee Recep & Placement, Pref Communities & MG$1,874,743
Carolina Refugee Resettlement AgencyCharlotte, NC501(c)(3)Refugee Recep & Placement, Pref Communities & MG Matching Grant$820,917
Jewish Family Service of San DiegoSan Diego, CA501(c)(3)Refugee Recep & Placement, Pref Communities, MG$817,356
Jewish Family Service of SeattleSeattle, WA501(c)(3)Refugee Recep & Placement, Pref Communities & MG$769,203
Jewish Family ServicesAnn Arbor, MI501(c)(3)Refugee Reception & Placement & Pref Communities$648,684
HIAS & Council Migration Svc PhiladelphiaPhiladelphia, PA501(c)(3)Refugee Recep & Placement, Pref Communities & MG$594,472
Jewish Family Service of Buffalo & Erie CtyBuffalo, NY501(c)(3)Refugee Recep & Placement, Pref Communities & MG$532,567
Jewish Famly & Chldrn Svcs of The East BayEast Bay, CA501(c)(3)Refugee Reception & Placement , Pref Communities$503,279
Gulf Coast Jewish Family & Community SvcsClearwater, FL501(c)(3)Refugee Reception & Placement, Pref Communities Matching Grant$375,050
Jewish Family Service of Western MassSpringfield, MA501(c)(3)Refugee Reception & Placement, Pref Communities$304,800
Jewish Family & Children's ServicePittsburgh, PA501(c)(3)Refugee Recep & Placement, Pref Communities & MG$302,326
United Jewish FederationPittsburgh, PA501(c)(3)Refugee Reception & Placement$264,225
Jewish Family Services of Silicon ValleyLos Gatos, CA501(c)(3)Refugee Recep & Placement & Matching Grant Matching Grant$243,500
Jewish Federation of Greater Los AngelesLos Angeles, CA501(c)(3)Refugee Recep & Placement & Matching Grant$144,398
Jewish Social Services of MadisonMadison, WI501(c)(3)Refugee Reception & Placement$140,500
Jewish Family Service of MetroWestFramingham, MA501(c)(3)Refugee Reception & Placement$114,725
Jewish Child & Family ServiceChicago, IL501(c)(3)Refugee Reception & Placement Matching Grant$85,375
Jewish Family Services of DelawareWilmington, DE501(c)(3)Refugee Reception & Placement$84,800

International Summary

Offices
11
Employees
499
Spending
$32,017,656

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
South AmericaProgram ServicesRefugee Processing3153$7,620,429
East Asia and the PacificInvestments---$6,272,000
Europe (Including Iceland and Greenland)Investments---$5,410,000
Sub-Saharan AfricaProgram ServicesRefugee Processing3247$5,197,323
Europe (Including Iceland and Greenland)Program ServicesRefugee Processing248$3,851,118
Russia and the Newly Independent StatesProgram ServicesRefugee Processing117$1,794,704
Middle East and North AfricaProgram ServicesRefugee Processing114$820,536
Central America and the CaribbeanProgram ServicesRefugee Processing120$668,236
Middle East and North AfricaGrantmaking---$148,017
South AmericaInvestments---$123,000
North AmericaInvestments---$92,000
Sub-Saharan AfricaGrantmaking---$16,293
Sub-Saharan AfricaInvestments---$4,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Client Deposits$6,315,606
Pension Obligations$6,097,083
Annuity Obligations$1,403,347
Severance Obligations$1,160,451
Deferred Rent$956,574
Grants Payable$190,642
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
HIAS Inc
EIN
13-5633307
In Care Of
% HAYFORD MENSAH CFO
Phone
3018447300
Address
1300 Spring Street Suite 500, Silver Spring, MD 20910

Signing Officer

Name
Hayford Mensah
Title
CFO
Phone
3018447300
Signed
2018-09-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Hetfield
Formed
1881
Legal Domicile
Ny
Voting Board Members
23
Independent Board Members
23
Employees
132
Volunteers
805

Preparer

Firm
Grant Thornton LLP
Address
1000 WILSON BLVD SUITE 1400, ARLINGTON, VA 22209
Preparer
Mary Torretta
Phone
7038477500
Supplemental Narrative

Additional Explanations

Organization'S Mission

FORM 990,PART III, LINE 1 HIAS, Inc. ("HIAS") is the global Jewish nonprofit organization that stands for a world in which all refugees find welcome, safety, and freedom. Our mission is to rescue people whose lives are in danger for being who they are. HIAS protects the most vulnerable refugees, helping them build new lives and reuniting them with their families in safety and freedom, advocates for the protection of refugees and asylum-seekers, and assures that displaced people are treated with the dignity they deserve. Guided by Jewish values and history, we bring more than 135 years of expertise to our work with refugees. VISION HIAS STANDS FOR A WORLD IN WHICH REFUGEES FIND WELCOME, SAFETY, AND FREEDOM. MISSION HIAS RESCUES PEOPLE WHOSE LIVES ARE IN DANGER FOR BEING WHO THEY ARE. - WE PROTECT THE MOST VULNERABLE REFUGEES, HELPING THEM BUILD NEW LIVES AND REUNITING THEM WITH THEIR FAMILIES IN SAFETY AND FREEDOM. - WE ADVOCATE FOR THE PROTECTION OF REFUGEES AND ASSURE THAT DISPLACED PEOPLE ARE TREATED WITH THE DIGNITY THEY DESERVE.

Program Service Activity 1

FORM 990, PART III, LINE 4A Over the course of our history, HIAS has helped more than 4.5 million refugees begin new lives. In 2017, HIAS assisted over 350,000 refugees and asylum seekers around the world with direct services, and tens of thousands of additional beneficiaries through outreach, information, monitoring and support. There are over 65 million displaced people and close to 23 million refugees worldwide more than at any time in modern recorded history. Fleeing persecution related to race, religion, nationality, political opinion, and other reasons, refugees immediately seek safety and protection. In the longer-term, however, they require access to basic rights and opportunities to ensure they can live in dignity and secure a pathway to meaningful integration in their host communities. Despite the trauma of displacement, refugees are resilient and resourceful, finding ways to not only survive but to thrive in their new homes. But they cannot do it alone. HIAS is the only global Jewish organization whose mission is to assist refugees, whoever and wherever they are. We focus our attention on the most vulnerable, including survivors of gender-based violence and torture, unaccompanied minors, single parents, older people, people with disabilities, and sexual minorities. Our work is generously supported by private contributors, the United Nations High Commissioner for Refugees (UNHCR), other United Nations entities, and the United States Government. HIAS' international program assists refugees in four regions of the world: Africa, Latin America and the Caribbean, the Middle East, and Europe. Specifically, we have offices in Austria, Chad, Costa Rica, Ecuador, Greece, Israel, Kenya, Panama, and Venezuela. Because most refugees face long periods of time unable to return home and few refugees have an opportunity to be resettled in a new country, their ability to become self-sufficient in host countries and to move beyond dependence on humanitarian aid is crucial. HIAS' programs are designed to support self-sufficiency by focusing on: 1. Legal protection and assistance, which help refugees navigate the complexities of governmental requirements in order to live safely and securely as refugees while seeking resettlement, asylum or repatriation. HIAS provides free legal services to help refugees and asylum seekers attain legal status in their host country, and provides education to help them understand their rights and options. We build local capacity to make legal services more widely available and advocate to governments for increased legal protection. When feasible, HIAS refers the most vulnerable refugees for resettlement to the U.S., Canada and other welcoming nations. 2. Community-based mental health and psychosocial support, which builds the capacity of families, groups and communities to care for individuals in ways that lead to recovery and resilience, and helps strengthen collective structures essential to refugees wellbeing. HIAS helps refugee communities build strong support and coping skills, engaging community leaders, including faith leaders, to support the most vulnerable, including survivors of gender-based violence. HIAS also provides aid to those in urgent need, whether through counseling, short-term financial, housing and material assistance, or case management to ensure access to public benefits and services. The focus of individual assistance is always on the most vulnerable refugees, who are least able to secure protection and support from their own families and community members. 3. Livelihoods and economic inclusion programming, which help refugees achieve economic self-sufficiency and help refugees regain dignity and control of their lives by seizing opportunities for entrepreneurship, vocational training, and employment. HIAS helps refugees access employment and vocational training programs, and provides scholarships and entrepreneurial micro-grants for refugees to start small businesses. These program

Program Service Activity 2

FORM 990, PART III, LINE 4B Refugee resettlement, advocacy and public engagement lie at the heart of HIAS' work in the United States. As the oldest resettlement agency in the world and the only Jewish organization designated by the federal government to undertake this humanitarian work on behalf of all peoples, HIAS works to help refugees build stable lives in welcoming communities throughout the country. In doing so, our programs are intended to help newcomers overcome displacement and become productive citizens and to strengthen the fabric of American society. HIAS refugee families come primarily from Syria, Iraq, Afghanistan, and Sudan and our comprehensive resettlement program enables them to acculturate to American society and to become socially and economically independent. In 2017, HIAS resettled 4,633 refugees. HIAS' resettlement is accomplished in partnership with 21 local service organizations, funded by the US Department of State, private foundations and individual donors. Through contracted services, HIAS provides technical assistance and monitors this network of affiliated organizations related to resettlement activities provided during the first 30-90 days after arrival in the US including: reception and placement by family reunification wherever possible or by identification of other supportive neighborhoods; travel arrangements and funding; securing housing and assuring necessities; counseling and case management; medical referral; initial language assistance; naturalization classes and applications for citizenship, asylum and other legal needs. Through two specially funded projects - a Preferred Communities grant and the Prins Grant - HIAS can extend case management for up to five years, if needed, and provide legal assistance for asylum seekers, who were professionals (scientists, scholars, artists, physicians, teachers, and others) and who desire to continue or rebuild their careers in the United States.

Program Service Activity 3

FORM 990, PART III, LINE 4C In addition, HIAS is funded through a Matching Grant program to support basic needs, case management and intensive employment services to certain refugees accepted in the network of affiliated organizations for up to six months after their arrival in the United States. The goal of this program is to enable participating refugees to become economically self-sufficient through employment before the end of this six-month period. Refugees are selected to participate in this program if they are deemed employable and likely to become employed in this short time frame. In 2017, 702 refugees completed the program, and 87% were self-sufficient six months after their arrival in the U.S. OTHER PROGRAM SERVICES FORM 990, PART III, LINE 4D Following the success of the last two years, HIAS launched a significant effort to educate, organize and mobilize the American Jewish community including individuals, synagogues, and Jewish institutions on the global refugee crisis through the lens of Jewish values, history and experience. HIAS created partnerships with several hundred synagogues and local Jewish communities, involved 2,000 rabbis in activism, advocacy, and volunteerism in support of refugees, and provided educational materials and training for community, professional and lay leaders at the state, local and national levels. HIAS is a leader in the United States in developing public policies and assuring public funding to support refugees focused on advancing durable solutions, providing legal assistance toward asylum and citizenship, and supporting family unification. We engage every communication tool at our disposal to combat and draw attention to the virulent anti-refugee regulation and sentiment, and have become a go-to media resource and an important social media presence in support of refugee policies and programs. HIAS is accredited by the Economic and Social Commission of the United Nations, which gives us a prominent platform for international advocacy on behalf of refugees.

Financial Accounts in Foreign Countries

FORM 990, PART V, LINE 4B AUSTRIA, CHAD, Costa Rica, ECUADOR, FRANCE, Greece, ISRAEL, KENYA, PANAMA, REPUBLIC OF GEORGIA, RUSSIA, UGANDA, UKRAINE AND VENEZUELA.

Form 990 Review Process

FORM 990, PART VI, SECTION B, LINE 11B The Form 990 is prepared and reviewed by Grant Thornton. The HIAS president and CEO, CFO, COO, 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 scheduled on August 30, 2018. Form 990 was filed with the IRS after that.

Monitoring and Enforcement of Conflict of Interest Policy

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. The conflicts of interest forms are completed annually and retained by HIAS, Inc. 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. A copy of the Form 990 is made available to each member of the Board of Directors prior to filing with the IRS.

Hias Compensation Policy

FORM 990, PART VI, SECTION B, LINES 15A AND 15B 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 executive 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 national Jewish leadership organizations. 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 executive committee and the market analysis. The minutes of the Board document the Board's decision and its basis for the reasonableness of the compensation. There was no increase in salary or benefits for the CEO in 2017. For key employees and officers, the compensation reviews are done internally by management taking into consideration the current market situation. The last compensation review was done on October 31, 2015.

Availability of Documents to the Public

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.

Other Changes in Net Assets

FORM 990, PART XI, LINE 9 ACTUARIAL LOSS ON SPLIT-INTEREST AGREEMENT: ($147,306) CHANGE IN MINIMUM PENSION LIABILITY: ($43,701) Adjustment to HIAS Fund balance ($5,133) ---------- TOTAL: ($191,140)

Financial Statement Notes

Intended Use of Endowment Funds

Schedule d, 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.

Fin 48 (asc 740) Footnote

SCHEDULE D, PART X, LINE 2 HIAS follows guidance that clarifies the accounting for uncertainty in income tax positions taken or expected to be taken in a tax return, including issues relating to consolidated financial statement recognition and measurement. This standard provides that the tax effects from an uncertain tax position can be recognized in the consolidated financial statements only if the position is "more-likely-than-not" to be sustained if the position were to be challenged by a taxing authority. The standard also provides guidance on measurement, classification, interest and penalties, and disclosure. Management believes there are no uncertain tax positions that would have an impact on the accompanying consolidated financial statements. The tax years ended December 31, 2017, 2016, 2015 and 2014 are still open to audit for both federal and state purposes.

Other Amounts Included on Audited Financial Statements But Not on Form 990

SCHEDULE D, PART XI, LINE 2D ACTUARIAL LOSS ON SPLIT-INTEREST AGREEMENT: ($147,306) CHANGE IN MINIMUM PENSION LIABILITY: ($43,701) HIAS Israel Elimination $530,000 ---------- TOTAL: $338,993 Schedule D, part XII, Line 2d HIAS Israel Elimination $819,278 --------- TOTAL: $819,278

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt23295152
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt24198450
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt25170345
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt26247493
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt27171674
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt28172150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt29144249
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30154494
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt31169212
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt32151200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt310
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt320
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair of the Board
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary/Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Director
IRS990/Form990PartVIISectionAGrp/TitleTxt21Director
IRS990/Form990PartVIISectionAGrp/TitleTxt22Director
IRS990/Form990PartVIISectionAGrp/TitleTxt23President and CEO

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$92.0$50.9$41.1$141$152$11.3
2023Summary only. Only limited summary data is available for this year.$94.7$40.1$54.6$88.1$131$42.9
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$132$39.9$91.6$149$135$14.6
2021Summary only. Only limited summary data is available for this year.$116$27.4$88.2$119$86.4$32.4
2020Summary only. Only limited summary data is available for this year.$86.8$31.5$55.3$76.2$68.2$7.92
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$85.2$30.7$54.5$55.6$57.8$2.18
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$70.2$21.0$49.2$50.2$44.3$5.91
2017Detailed filing. Detailed filing data is available for this year.$69.9$19.8$50.1$48.4$46.8$1.61
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$67.2$21.3$45.9$45.3$51.0$5.73
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$69.6$19.8$49.8$40.6$41.6$1.06
2014Detailed filing. Detailed filing data is available for this year.$69.3$13.9$55.4$39.9$36.4$3.47
2013Detailed filing. Detailed filing data is available for this year.$69.6$11.7$57.9$31.2$31.0$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$66.6$17.3$49.4$29.8
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$61.8$14.5$47.3$26.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$62.5$10.4$52.1$26.9
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • $50M-$100M nonprofits