Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year
(or fiscal year beginning in)
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(a) 2017 | (b) 2018 | (c) 2019 | (d) 2020 | (e) 2021 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 40,687,086 | 46,527,210 | 52,305,704 | 62,631,210 | 109,698,212 | 311,849,422 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 40,687,086 | 46,527,210 | 52,305,704 | 62,631,210 | 109,698,212 | 311,849,422 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) .. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | 311,849,422 | |||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2017 | (b) 2018 | (c) 2019 | (d) 2020 | (e) 2021 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 40,687,086 | 46,527,210 | 52,305,704 | 62,631,210 | 109,698,212 | 311,849,422 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 746,697 | 873,038 | 905,641 | 2,431,434 | 2,647,171 | 7,603,981 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 334,557 | -14,215 | -166,938 | 153,404 | ||
| 11 | Total support. Add lines 7 through 10 | 319,606,807 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2017 | (b) 2018 | (c) 2019 | (d) 2020 | (e) 2021 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2017 | (b) 2018 | (c) 2019 | (d) 2020 | (e) 2021 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2021 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2021 |
(iii) Distributable Amount for 2021 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2021 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2021 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2021: | ||||
| a From 2016....... | ||||
| b From 2017....... | ||||
| c From 2018....... | ||||
| d From 2019....... | ||||
| e From 2020....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2021 distributable amount | ||||
|
i
Carryover from 2016 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2021 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2021 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2021, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2021. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2022. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2017..... | ||||
| b Excess from 2018..... | ||||
| c Excess from 2019..... | ||||
| d Excess from 2020..... | ||||
| e Excess from 2021..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FX GAIN/LOSS - 2017 AMOUNT: $ 0. 2018 AMOUNT: $ 0. 2019 AMOUNT: $ 334,557. 2020 AMOUNT: $ -14,215. 2021 AMOUNT: $ -166,938. |
| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PART III, LINE 4A | EXAMPLES OF HIAS' IMPACT IN 2021: - HIAS REACHED OVER 1,200,000 FORCIBLY DISPLACED PEOPLE WORLDWIDE, INCLUDING THE PROVISION OF DIRECT SERVICES TO OVER 850,000 INDIVIDUALS. - HIAS' MENTAL HEALTH AND PSYCHOSOCIAL SERVICES (MHPSS) REACHED OVER 137,000 PEOPLE BOTH DIRECTLY AND INDIRECTLY. - HIAS' GENDER-BASED VIOLENCE PREVENTION AND RESPONSE PROGRAMS REACHED OVER 159,000 PEOPLE BOTH DIRECTLY AND INDIRECTLY. - HIAS REACHED OVER 270,000 PEOPLE DIRECTLY AND INDIRECTLY WITH LEGAL ASSISTANCE SERVICES GLOBALLY. - IN 2021, HIAS PROVIDED CASH AND VOUCHER ASSISTANCE TO MEET THE BASIC NEEDS OF FORCIBLY DISPLACED PEOPLE AMID THE PANDEMIC, REACHING OVER 200,000 PEOPLE GLOBALLY. - IN 2021, HIAS PROVIDED RESETTLEMENT SUPPORT TO 12,482 PEOPLE GLOBALLY, INCLUDING RESETTLING 2,319 REFUGEES IN THE UNITED STATES. - IN THE UNITED STATES, HIAS ASSISTED OVER 8,700 PEOPLE WITH ECONOMIC AND SOCIAL INTEGRATION AND LEGAL PROTECTION PROGRAMS. - IN KENYA, HIAS SERVED OVER 3,400 PEOPLE DIRECTLY WITH COMMUNITY-BASED APPROACHES TO BOTH INDIVIDUAL AND GROUP MHPSS SUPPORT. - IN CHAD, HIAS PROVIDED FOOD AND NON-FOOD ITEMS TO MEET THE BASIC NEEDS OF OVER 360,000 PEOPLE DISPLACED FROM SUDAN AND OTHER CONFLICT AREAS. - IN VENEZUELA, HIAS MET THE WATER, SANITATION, AND HYGIENE NEEDS OF OVER 61,000 DISPLACED PEOPLE. - IN MEXICO, HIAS SERVED OVER 62,000 PEOPLE THROUGH LEGAL ASSISTANCE ACTIVITIES; SUPPORTED OVER 8,000 WITH MENTAL HEALTH AND PSYCHOSOCIAL SERVICES; AND PROVIDED OVER 3,000 WITH SERVICES TO PREVENT GENDER-BASED VIOLENCE (GBV) AND MITIGATE ITS IMPACT. - IN CHAD, HIAS STAFF CONDUCTED GBV AWARENESS AND SENSITIZATION ACTIVITIES REACHING OVER 68,000 PEOPLE IN DISPLACED COMMUNITIES. - IN ECUADOR, HIAS SUPPORTED OVER 167,000 INDIVIDUALS THROUGH ITS COMMUNITY-BASED PROTECTION PROGRAMS. HIAS' ECONOMIC INCLUSION PROGRAMS REACHED OVER 67,000 PEOPLE DIRECTLY AND INDIRECTLY THROUGH ITS FLAGSHIP GRADUATION MODEL APPROACH. OVER 100,000 INDIVIDUALS WERE REACHED THROUGH CASH AND VOUCHER ASSISTANCE TO MEET THEIR BASIC NEEDS. - HIAS IS ONE OF THE LEADING LEGAL AID PROVIDERS IN GREECE, WHERE WE SERVED NEARLY 1,200 PEOPLE IN LEGAL PROTECTION ACTIVITIES AND REACHED AN ADDITIONAL 9,000 THROUGH ADVOCACY AND OUTREACH CAMPAIGNS. - HIAS IS ALSO ONE OF THE LEADING LEGAL AID PROVIDERS FOR DISPLACED PEOPLE IN ISRAEL, WHERE WE SERVED OVER 1,400 DISPLACED PEOPLE DIRECTLY THROUGH LEGAL ASSISTANCE AND REPRESENTATION. - IN COSTA RICA, HIAS SERVED OVER 16,000 PEOPLE THROUGH LEGAL ASSISTANCE ACTIVITIES, AND SUPPORTED NEARLY 1,000 PEOPLE WITH SERVICES TO PREVENT GENDER-BASED VIOLENCE (GBV) AND MITIGATE ITS IMPACT. - IN PERU, HIAS PROVIDED CASH AND VOUCHER ASSISTANCE TO OVER 84,000 PEOPLE TO MEET THEIR BASIC NEEDS. IN ADDITION, OVER 17,500 PEOPLE WERE REACHED THROUGH HIAS' ECONOMIC INCLUSION PROGRAMS. - IN PANAMA, OVER 14,000 PEOPLE WERE REACHED WITH VARIOUS PROTECTION PROGRAMS, INCLUDING OVER 3,500 PEOPLE BEING ASSISTED WITH CASH AND VOUCHER PROGRAMS. - IN COLOMBIA, HIAS SERVED OVER 6,500 PEOPLE WITH VARIOUS PROTECTION PROGRAMS, INCLUDING SHELTER, FOOD, PREVENTION OF GENDER-BASED VIOLENCE, AND MENTAL HEALTH AND PSYCHOSOCIAL SERVICES. - IN ARUBA, HIAS ASSISTED OVER 4,000 PEOPLE WITH VARIOUS PROTECTION PROGRAMS, INCLUDING OVER 2,000 PEOPLE IN CASH AND VOUCHER ASSISTANCE. - HIAS' PROGRAMS REACHED NEARLY 6,000 PEOPLE IN GUYANA, INCLUDING 1,700 PEOPLE WITH GENDER-BASED VIOLENCE PREVENTION SERVICES. THROUGH OUR PARTNERSHIPS WITH 21 LOCAL REFUGEE AGENCIES ACROSS THE U.S., HIAS RESETTLED OVER 3,700 AFGHANS IN 26 CITIES ACROSS THE UNITED STATES - AND MOBILIZED JEWISH COMMUNITIES NATIONWIDE TO TAKE ACTION IN SUPPORT OF AFGHAN REFUGEES. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 REVIEW PROCESS THE FORM 990 IS PREPARED AND REVIEWED BY GRANT THORNTON. 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 SCHEDULED ON SEPTEMBER 19, 2022. FORM 990 WAS FILED WITH THE IRS AFTER THAT. |
| FORM 990, PART VI, SECTION B, LINE 12C | MONITORING AND ENFORCEMENT OF CONFLICT OF INTEREST POLICY 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. |
| FORM 990, PART VI, SECTION B, LINE 15 | HIAS COMPENSATION POLICY 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 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 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. 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 | AVAILABILITY OF DOCUMENTS TO THE PUBLIC 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 GAIN/(LOSS) ON SPLIT-INTEREST AGREEMENT 281,615. CHANGE IN MINIMUM PENSION LIABILITY 1,835,332. INTERCOMPANY TRANSACTIONS -369,145. DECONSOLIDATION OF SUBSIDIARY -895,732. |
| FORM 990, PART XII: | 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 FOR ONLY ITS U.S. HEADQUARTERS AND FOREIGN BRANCH OFFICES. THE ACTIVITIES OF THE FOREIGN SUBSIDIARIES HAVE BEEN REMOVED FROM THE FORM 990 PRESENTATION. |
| Software ID: | |
| Software Version: |