Iese Usa Inc
Iese Business School
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Organization summary
Type of Nonprofit
Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.
Category: Education N.E.C. (NTEE)
Donations to this organization are tax deductible.
Summary charts: organization finances over time
Revenue $5.95M (2024)
Expenses $6.44M (2024)
Total Assets $10.9M (2024)
Total Liabilities $4.02M (2024)
Tax Filings by Year
Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.
Fiscal Year Ending Aug.
2024
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$5,949,553
Expenses
$6,442,044
Net Income
-$492,491
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $10,000 |
0.2%
|
| Interest Revenue | $24,140 |
0.4%
|
| Dividends | $0 | |
| Sales of Assets | $0 | |
| Other Income | $5,915,413 |
99.4%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $695,893 |
10.8%
|
| Compensation of Officers* | $329,360 |
5.1%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $10,895,717 | |
| Total Liabilities | $4,019,075 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Idunn Jonsdottir (Exec Educ Director) | $325,175 | $19,037 |
| John Almandoz (Trustee) | $273,303 | $19,565 |
| Luis Casas (Program Director) | $233,760 | $31,008 |
Document Links
990-PF
Filed on July 15, 2025Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Aug.
2023
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$5,354,550
Expenses
$5,872,592
Net Income
-$518,042
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $50,000 |
0.9%
|
| Interest Revenue | $134 |
0.0%
|
| Dividends | $0 | |
| Sales of Assets | $0 | |
| Other Income | $5,304,416 |
99.1%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $836,264 |
14.2%
|
| Compensation of Officers* | $319,728 |
5.4%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $12,170,713 | |
| Total Liabilities | $4,837,015 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Idunn Jonsdottir (Exec Educ Director) | $272,549 | $24,287 |
| John Almandoz (Trustee) | $248,254 | $18,423 |
| Luis Casas (Program Director) | $227,582 | $29,047 |
Document Links
990-PF
Filed on July 15, 2024Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Aug.
2022
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$4,350,439
Expenses
$4,617,760
Net Income
-$267,321
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $50,000 |
1.1%
|
| Interest Revenue | $438 |
0.0%
|
| Dividends | $0 | |
| Sales of Assets | $0 | |
| Other Income | $4,300,001 |
98.8%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $513,935 |
11.1%
|
| Compensation of Officers* | $327,274 |
7.1%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $10,645,687 | |
| Total Liabilities | $2,793,947 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Idunn Jonsdottir (Exec Educ Director) | $257,924 | $22,700 |
| John Almandoz (Trustee) | $232,040 | $13,907 |
| Luis Casas (Program Director) | $219,314 | $24,277 |
Document Links
990-PF
Filed on July 18, 2023Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Aug.
2021
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$2,584,308
Expenses
$3,262,984
Net Income
-$678,676
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $1,147,981 |
44.4%
|
| Interest Revenue | $12 |
0.0%
|
| Dividends | $0 | |
| Sales of Assets | $0 | |
| Other Income | $1,436,315 |
55.6%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $709,990 |
21.8%
|
| Compensation of Officers* | $258,070 |
7.9%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $11,176,920 | |
| Total Liabilities | $3,057,859 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Idunn Jonsdottir (Exec Educ Director) | $239,491 | $21,575 |
| Luis Casas (Program Director) | $197,753 | $21,575 |
| Clifford Meyer (Program Director) | $187,272 | $17,514 |
Document Links
990-PF
Filed on Dec. 14, 2021Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Aug.
2020
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$5,524,265
Expenses
$6,454,257
Net Income
-$929,992
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $2,710,381 |
49.1%
|
| Interest Revenue | $168 |
0.0%
|
| Dividends | $0 | |
| Sales of Assets | $0 | |
| Other Income | $2,813,716 |
50.9%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $2,890,634 |
44.8%
|
| Compensation of Officers* | $580,336 |
9.0%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $12,491,979 | |
| Total Liabilities | $3,694,242 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Eric Weber (Trustee & Pres) | $267,220 | $11,317 |
| Josep Valor (Academic Director) | $246,931 | $10,678 |
| Idunn Jonsdottir (Exec Educ Director) | $230,567 | $21,497 |
Document Links
990-PF
Filed on July 30, 2021Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Aug.
2019
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$7,893,603
Expenses
$8,808,237
Net Income
-$914,634
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $1,255,837 |
15.9%
|
| Interest Revenue | $168 |
0.0%
|
| Dividends | $0 | |
| Sales of Assets | $0 | |
| Other Income | $6,637,598 |
84.1%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $1,512,756 |
17.2%
|
| Compensation of Officers* | $578,552 |
6.6%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $12,598,678 | |
| Total Liabilities | $2,870,949 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Josep Valor (Academic Director) | $304,262 | $13,857 |
| Eric Weber (Trustee & Pres) | $290,000 | $13,857 |
| Idunn Jonsdottir (Exec Educ Director) | $247,917 | $20,969 |
Document Links
990-PF
Filed on Jan. 31, 2020Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Aug.
2018
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$7,816,432
Expenses
$8,658,646
Net Income
-$842,214
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $1,014,000 |
13.0%
|
| Interest Revenue | $233 |
0.0%
|
| Dividends | $0 | |
| Sales of Assets | $0 | |
| Other Income | $6,802,199 |
87.0%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $1,573,089 |
18.2%
|
| Compensation of Officers* | $492,214 |
5.7%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $12,989,278 | |
| Total Liabilities | $2,346,915 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Josep Valor (Academic Director) | $278,592 | $12,989 |
| Idunn Jonsdottir (Exec Educ Director) | $241,633 | $19,707 |
| Eric Weber (Trustee & Pres) | $217,500 | $12,340 |
Document Links
990-PF
Filed on Dec. 18, 2018Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Aug.
2017
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$6,924,013
Expenses
$7,864,221
Net Income
-$940,208
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $1,958,000 |
28.3%
|
| Interest Revenue | $127 |
0.0%
|
| Dividends | $0 | |
| Sales of Assets | $0 | |
| Other Income | $4,965,886 |
71.7%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $1,895,758 |
24.1%
|
| Compensation of Officers* | $281,113 |
3.6%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $13,176,235 | |
| Total Liabilities | $1,691,658 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Josep Valor (Academic Director) | $272,699 | $13,287 |
| Luis Casas (Program Director) | $221,474 | $23,680 |
| Clifford Meyer (Program Director) | $203,206 | $23,308 |
Document Links
990-PF
Filed on Jan. 16, 2018Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Aug.
2016
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$6,867,302
Expenses
$7,878,066
Net Income
-$1,010,764
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $2,351,000 |
34.2%
|
| Interest Revenue | $99 |
0.0%
|
| Dividends | $0 | |
| Sales of Assets | $0 | |
| Other Income | $4,516,203 |
65.8%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $2,295,956 |
29.1%
|
| Compensation of Officers* | $257,464 |
3.3%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $14,468,814 | |
| Total Liabilities | $2,044,029 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Luis Casas (Program Director) | $211,113 | $22,547 |
| Clifford Meyer (Program Director) | $200,260 | $22,177 |
| David Zorn (Program Director) | $173,300 | $13,316 |
Document Links
990-PF
Filed on July 17, 2017Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Aug.
2015
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$6,414,143
Expenses
$7,440,354
Net Income
-$1,026,211
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $2,200,500 |
34.3%
|
| Interest Revenue | $170 |
0.0%
|
| Dividends | $0 | |
| Sales of Assets | $0 | |
| Other Income | $4,213,473 |
65.7%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $2,169,506 |
29.2%
|
| Compensation of Officers* | $193,047 |
2.6%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $14,953,818 | |
| Total Liabilities | $1,518,269 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Luis Casas (Program Director) | $205,265 | $21,858 |
| Clifford Meyer (Program Director) | $194,440 | $9,303 |
| David Zorn (Program Director) | $175,200 | $9,003 |
Document Links
990-PF
Filed on July 14, 2016Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Aug.
2014
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$6,721,400
Expenses
$7,739,610
Net Income
-$1,018,210
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $1,823,600 |
27.1%
|
| Interest Revenue | $226 |
0.0%
|
| Dividends | $0 | |
| Sales of Assets | $0 | |
| Other Income | $4,897,574 |
72.9%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $1,785,092 |
23.1%
|
| Compensation of Officers* | $89,000 |
1.1%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $17,510,895 | |
| Total Liabilities | $3,049,135 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Carlos Hornstein (Program Director) | $246,343 | $17,296 |
| Luis Casas (Program Director) | $198,940 | $21,664 |
| Clifford Meyer (Program Director) | $190,450 | $4,140 |
Document Links
990-PF
Filed on July 15, 2015Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Aug.
2013
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$5,362,569
Expenses
$6,406,045
Net Income
-$1,043,476
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $2,483,635 |
46.3%
|
| Interest Revenue | $371 |
0.0%
|
| Dividends | $0 | |
| Sales of Assets | $0 | |
| Other Income | $2,878,563 |
53.7%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $2,522,895 |
39.4%
|
| Compensation of Officers* | $89,000 |
1.4%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $18,003,291 | |
| Total Liabilities | $2,516,860 |
Document Links
990-PF
Filed on July 28, 2014Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Aug.
2012
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$4,662,838
Expenses
$5,726,753
Net Income
-$1,063,915
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $2,508,537 |
53.8%
|
| Interest Revenue | $826 |
0.0%
|
| Dividends | $0 | |
| Sales of Assets | $0 | |
| Other Income | $2,153,475 |
46.2%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $3,275,993 |
57.2%
|
| Compensation of Officers* | $162,870 |
2.8%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $17,368,103 | |
| Total Liabilities | $836,392 |
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Aug.
2011
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$11,369,633
Expenses
$5,740,583
Net Income
$5,629,050
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $9,417,126 |
82.8%
|
| Interest Revenue | $1,590 |
0.0%
|
| Dividends | $0 | |
| Sales of Assets | $0 | |
| Other Income | $1,950,917 |
17.2%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $2,922,793 |
50.9%
|
| Compensation of Officers* | $369,999 |
6.4%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $23,199,283 | |
| Total Liabilities | $5,603,657 |
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Aug.
2010
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Aug.
2009
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Sept.
2008
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
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