2025-02-07T12:29:20-06:00 2024-06-30 251622758 MAHER DUESSEL CPA'S 1800 LINGLESTOWN ROAD SUITE 306 HARRISBURG PA 17110 990 2023-07-01 233100062 THE FORUM ON EDUCATION ABROAD FORU 7172451031 28 NORTH COLLEGE STREET CARLISLE PA 17013 MELISSA TORRES PRESIDENT & CEO 7172451031 2025-02-07 1 1 JONATHAN C MENTZER P01795412 7172321230 2023 2025-03-06 01:10:19Z MELISSA TORRES 28 NORTH COLLEGE STREET CARLISLE PA 17013 2739030 0 X WWW.FORUMEA.ORG X 2001 PA MEMBERSHIP ORGANIZATION THAT IS THE STANDARDS DEVELOPMENT ORGANIZATION FOR EDUCATION ABROAD 14 14 9 453 0 0 72774 23617 2131587 2581579 119701 133834 0 0 2324062 2739030 103 0 0 0 1201960 1246193 0 0 12461 1312654 1369524 2514717 2615717 -190655 123313 3244857 3585775 1109377 1217003 2135480 2368772 X THE FORUM ON EDUCATION ABROAD CULTIVATES EDUCATORS WHO CHAMPION HIGH-QUALITY EDUCATION ABROAD EXPERIENCES THAT IGNITE CURIOUSITY, IMPACT LIVES, AND CONTRIBUTE TO A BETTER WORLD. 0 0 505606 769542 MEMBERS OF THE FORUM COMMIT TO FOLLOWING THE FORUM'S STANDARDS OF GOOD PRACTICE FOR EDUCATION ABROAD AND SUPPORT THE FORUM'S MISSION TO CULTIVATE EDUCATORS WHO CHAMPION HIGH-QUALITY EDUCATION ABROAD EXPERIENCES THAT IGNITE CURIOSITY, IMPACT LIVES, AND CONTRIBUTE TO A BETTER WORLD. BY ENGAGING IN DIALOGUE, COLLABORATION, SHARING BEST PRACTICES, RESEARCH AND INNOVATION, AND PROFESSIONAL DEVELOPMENT, THE FORUM STRIVES TO ADDRESS AND PROVIDE CRITICAL RESOURCES AND A FORUM FOR DISCUSSION FOR THE FIELD OF EDUCATION ABROAD, WITH PARTICULAR CONSIDERATION OF GROUPS WHO HAVE BEEN HISTORICALLY EXCLUDED OR MARGINALIZED IMPACTING ACCESS TO EDUCATION ABROAD. 1179353 1265587 THROUGH CONVENING EVENTS AND CONFERENCES, THE FORUM OFFERS OPPORTUNITIES FOR DISCUSSION, LEARNING, AND NETWORKING. THE FORUM'S ANNUAL CONFERENCE IS THE LARGEST EDUCATION ABROAD GATHERING AND THE SIGNATURE EVENT OF THE FORUM. IN MARCH, 1,258 PEOPLE ATTENDED THIS IN PERSON AND 131 VIRTUALLY. 394766 546450 THE FORUM'S TRAINING PROGRAMS, SERVICES AND RESOURCES OFFER IMPORTANT LEARNING AND DEVELOPMENT OPPORTUNITIES, DATA AND ANALYSIS, QUALITY ASSURANCE TOOLS, PUBLICATIONS AND ONLINE RESOURCES TO HELP INSTITUTIONS TO ADVANCE THEIR EDUCATION ABROAD PROGRAMS. THE FORUM HAS CONTINUED THEIR WORK IN THE REGIONAL ENGAGEMENT IN EUROPE IN THE FORM OF SMALL ONE DAY EVENTS. THE FORUM RELEASED THE FIRST ASYNCHRONOUS COURSE ON EQUITY, DIVERSITY, AND INCLUSION AS WELL AS THE STUDENT RISK REPORT. THE FORUM HAS THE LARGEST HEALTH AND SAFETY INSTUTUTE TO DATE, AS WELL AS THEY HELD THE LARGEST POST COVID CONFERENCE. 2079725 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 32 0 1 9 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 1 0 0 1 0 1 1 1 0 0 1 1 1 1 1 0 1 0 0 PA X X X MELISSA TORRES 7172451031 28 NORTH COLLEGE STREET CARLISLE PA 17013 JOHN LUCAS PHD CHAIR 2.00 X X 0 0 0 DAWN WHITEHEAD PHD VICE-CHAIR 1.00 X X 0 0 0 KERRY J EDMONDS TREASURER 1.00 X X 0 0 0 MARTHA JOHNSON SECRETARY 1.00 X X 0 0 0 EDUARDO CONTRERAS BOARD MEMBER 1.00 X 0 0 0 JENNIFER DONAGHUE BOARD MEMBER 1.00 X 0 0 0 TRACEY BRADLEY BOARD MEMBER 1.00 X 0 0 0 SAMANTHA BRANDAUER BOARD MEMBER 1.00 X 0 0 0 BILL MARTENS BOARD MEMBER 1.00 X 0 0 0 PAULA FONTANA BOARD MEMBER THRU DEC 2023 1.00 X 0 0 0 DR HILARY LANDORF BOARD MEMBER THRU DEC 2023 1.00 X 0 0 0 DR NICOLE STOKES BOARD MEMBER THRU DEC 2023 1.00 X 0 0 0 ROSLYN ARTIS BOARD MEMBER THRU DEC 2023 1.00 X 0 0 0 JENNIFER ENGEL BOARD MEMBER EFF. JULY 2023 1.00 X 0 0 0 VINITA MEHRA BOARD MEMBER EFF. JULY 2023 1.00 X 0 0 0 MALENE TORP BOARD MEMBER EFF. JULY 2023 1.00 X 0 0 0 JOY PHAPHOUVANINH COUNCIL CHAIR 1.00 X 0 0 0 MELISSA TORRES PRESIDENT & CEO 40.00 X 225268 0 73129 MARISSA LOMBARDI EXECTIVE DIRECTOR OF PROGRAM, TRAINING, AND SERV. 40.00 X 120641 0 42115 345909 0 115244 2 0 1 0 DICKINSON COLLEGE 28 NORTH COLLEGE STREET CARLISLE PA 17013 STAFFING SERVICES 1089627 HEZA CONSULTING 12 SAUVIGNON AVENUE FISHHOEK CAPE TOWN SF PROFESSIONAL SERVICES 120132 2 23617 23617 CONFERENCE 611430 1265587 1265587 MEMBERSHIP DUES 611430 769542 769542 EDUCATIONAL PROGRAMS 611430 546450 546450 2581579 133834 133834 2739030 2581579 0 133834 493830 400002 88889 4939 498249 403582 89685 4982 190475 154286 34285 1904 63639 51548 11455 636 1670 668 1002 171191 68477 102714 20397 20397 121533 121533 70332 2978 67354 57480 57480 7772 7772 650708 632282 18426 14890 14890 WORKSHOPS & SEMINARS 108853 108853 OTHER PROGRAM EXPENSES 74668 74668 PRINTING & REPRODUCTION 32794 32794 DUES AND SUBSCRIPTIONS 20282 20282 16954 16954 2615717 2079725 523531 12461 284920 332559 30538 160354 39863 16180 25637 106813 2863899 2969869 3244857 3585775 159075 175229 452740 555565 497562 486209 1109377 1217003 X 1995345 2226945 140135 141827 2135480 2368772 3244857 3585775 123313 109979 0 X 1 X 0 0 0 X 773043 925022 843086 687570 793159 4021880 759859 542980 860521 1516791 1812037 5492188 1532902 1468002 1703607 2204361 2605196 9514068 0 0 0 9514068 92129 101437 106126 119701 208526 627919 92129 101437 106126 119701 208526 627919 1625031 1569439 1809733 2324062 2813722 10141987 0.93810 0.94800 0.06190 0.05200 X 2863899 241949 115582 20397 2969869 2814838 67360 18299 2863899 2702644 128094 15900 2814838 2006993 710136 14485 2702644 1994101 26607 13715 2006993 0.95350 0.04650 1 0 0 DICKINSON COLLEGE ENDOWMENT FUND 2969869 F 2969869 X PART X, LINE 2: MANAGEMENT HAS ASSESSED THE FORUM'S EXPOSURE TO INCOME TAXES AT THE ENTITY LEVEL AS A RESULT OF UNCERTAIN TAX POSITIONS TAKEN IN CURRENT AND PREVIOUSLY FILED TAX RETURNS. EXAMPLES OF TAX POSITIONS TAKEN AT THE ENTITY LEVEL INCLUDE THE CONTINUING VALIDITY OF ITS EXEMPT ORGANIZATION STATUS, POTENTIAL FILING REQUIREMENT FOR UNRELATED BUSINESS INCOME AND OTHER TAX POSITIONS THAT COULD RESULT IN INCOME TAX LIABILITIES TO THE FORUM UPON EXAMINATION BY TAXING AUTHORITIES. PRESENTLY, MANAGEMENT BELIEVES THAT IT IS MORE LIKELY THAN NOT ITS TAX POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING ANY APPEALS AND LITIGATION, SUCH THAT THE FORUM HAS NO EXPOSURE TO INCOME TAX LIABILITIES FROM UNCERTAIN TAX POSITIONS. THE FORUM IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS, HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART V, LINE 4 THE FORUM ON EDUCATION ABROAD HAS INVESTED IN THE DICKINSON COLLEGE ENDOWMENT FUND FOR THE PURPOSE OF ENHANCING THE GROWTH OF ITS OPERATING ACCOUNT, WITH THE INTENT THAT THE INCOME WILL PROVIDE SUPPORT FOR THE FORUM ON EDUCATION ABORAD PROGRAMMING. X X X X X 0 0 0 0 0 0 0 0 0 MELISSA TORRES PRESIDENT & CEO 225268 0 0 0 0 0 18866 0 54263 0 298397 0 0 0 MARISSA LOMBARDI EXECTIVE DIRECTOR OF PROGRAM, TRAINI 120641 0 0 0 0 0 10103 0 32012 0 162756 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 THE FORUM HAS A MANAGEMENT CONTRACT WITH DICKINSON COLLEGE THROUGH JUNE 30, 2026. UNDER THE TERMS OF THE MANAGEMENT CONTRACT, DICKINSON COLLEGE PROVIDES OFFICE SPACE AND SUPPORT, PAYROLL AND BENEFITS, AND HUMAN RESOURCES. EFFECTIVE JULY 1, 2022, ALL EMPLOYEES WERE CONSIDERED TO BE EMPLOYED BY THE FORUM. AS SUCH, THESE AMOUNTS FOR THE FISCAL YEAR ENDED JUNE 30, 2023 ARE TREATED AS SALARIES, BENEFITS, AND PAYROLL TAXES EXPENSES TO THE FORUM. FORM 990, PART VI, SECTION A, LINE 6 THERE ARE THE FOLLOWING TYPES OF MEMBERSHIPS: CHARITABLE ORGANIZATIONS, INDIVIDUAL, ASSOCIATE MEMBER, INTERNATIONAL INSTITUTION, PROVIDER, UNDERREPRESENTED, UNIVERSITY SYSTEM, AND U.S. INSTITUTION. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS APPROVE CHANGES TO THE BY-LAWS. FORM 990, PART VI, SECTION B, LINE 11B COPY OF TAX RETURN IS PROVIDED FOR BOARD REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C SUBJECT TO ANNUAL REVIEW AND IF NECESSARY, UPDATES. FORM 990, PART VI, SECTION B, LINE 15A IT IS THE RESPONSIBILITY OF THE BOARD EXECUTIVE COMMITTEE TO ANNUALLY REVIEW THE PERFORMANCE OF THE FORUM'S CEO AND TO RECOMMEND COMPENSATION FOR THE CEO FOR THE SUBSEQUENT YEARS. COMPENSATION OF THE CEO, FORUM STAFF, AND ADDITIONAL SUPPORT IS NEGOTIATED ANNUALLY WITH DICKINSON COLLEGE IN CONJUNCTION WITH THE MANAGEMENT CONTRACT. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE HELD AT THE FORUM'S OFFICE, AND ARE AVAILABLE UPON REQUEST.