2024-11-14T13:12:09-06:00 2023-12-31 871353108 EISNER ADVISORY GROUP LLC 733 THIRD AVENUE NEW YORK NY 100172703 990 2023-01-01 237396384 WORLD EDUCATION SERVICES INC WORL 2122197307 ONE BATTERY PARK PLAZA NEW YORK NY 10004 JOHN VERMAATEN CEO & EXEC. DIR. 2122197307 2024-10-12 1 0 CANDICE METH P01306891 2129498700 2023 2024-10-15 13:58:12Z ESTHER T BENJAMIN ONE BATTERY PARK PLAZA NEW YORK NY 10004 139962579 0 X WWW.WES.ORG X 1974 NY HELP PEOPLE THRIVE IN NEW PLACES AND HELP SOCIETY SEE THE VALUE OF PEOPLE'S EDUCATION & EXPERIENCE. 15 15 283 0 -7571 0 0 0 97997750 97212546 659199 2631978 48074 93892 98705023 99938416 10935240 7540795 0 0 46585537 52201121 0 0 0 28091805 31750781 85612582 91492697 13092441 8445719 205422025 233089458 31021391 31975886 174400634 201113572 X WES IS A NON-PROFIT SOCIAL ENTERPRISE THAT SUPPORTS THE EDUCATIONAL, ECONOMIC & SOCIAL INCLUSION OF IMMIGRANTS, REFUGEES & INTERNATIONAL STUDENTS IN THE US AND CANADA. WES HAS EXPANDED ITS MISSION TO PURSUE AND SCALE SOCIAL IMPACT. 0 0 57185708 97212546 CREDENTIAL EVALUATION PRODUCTION:AS A LEADER IN GLOBAL EDUCATION FOR NEARLY 50 YEARS, WES HAS SET THE STANDARD FOR INTERNATIONAL ACADEMIC CREDENTIAL EVALUATION, SUPPORTING MILLIONS OF PEOPLE AS THEY SEEK TO ACHIEVE THEIR ACADEMIC AND PROFESSIONAL GOALS. WES EVALUATES ACADEMIC CREDENTIALS FROM MORE THAN 48,000 INSTITUTIONS IN 203 COUNTRIES AND TERRITORIES AROUND THE WORLD. THE INDUSTRY-STANDARD REPORTS ARE RECOGNIZED BY OVER 4,500 ACADEMIC INSTITUTIONS, LICENSING BODIES, AND EMPLOYERS THROUGHOUT THE U.S. AND CANADA. IN 2023, WES EVALUATED CREDENTIAL EVALUATIONS FOR: IMMIGRATION (57%), EDUCATION (29%), EMPLOYMENT (6%), PROFESSIONAL LICENSING (7%), AND OTHER (1%). IN 2023, WES ISSUED 474,000, CREDENTIAL EVALUATIONS FOR APPLICANTS, BASED ON 478,000 CREDENTIALS. 19608842 7540795 SOCIAL IMPACT (FORMERLY GLOBAL TALENT BRIDGE AND GRANTMAKING): SEE SCHEDULE O. 76794550 1 0 0 1 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 1 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 1 129 0 1 283 1 0 1 CA 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA IL NY X ESTHER T BENJAMIN 2122197307 ONE BATTERY PARK PLAZA NEW YORK NY 10004 AUDREY HENDLEY CHAIR 2.00 X X 0 0 0 SIDNEY R HARGO VICE CHAIR 1.00 X X 0 0 0 HELEN HAYWARD SECRETARY 1.00 X X 0 0 0 SAMUEL ARTMANN TREASURER 1.00 X X 0 0 0 ANN BULLER TRUSTEE 1.00 X 0 0 0 MISHA ESIPOV TRUSTEE 1.00 X 0 0 0 CAROLINE GAYLE TRUSTEE 1.00 X 0 0 0 FERIDUN HAMDULLAHPUR TRUSTEE 1.00 X 0 0 0 JOANNA HARRIES TRUSTEE 1.00 X 0 0 0 SHAKTI JAUHAR TRUSTEE 1.00 X 0 0 0 DEWAYNE MATTHEWS TRUSTEE 1.00 X 0 0 0 FRANCISCO MARMOLEJO TRUSTEE 1.00 X 0 0 0 AARON WILLIAMS TRUSTEE 1.00 X 0 0 0 JULIE REDDY TRUSTEE 1.00 X 0 0 0 PAOLO VARIAS TRUSTEE 1.00 X 0 0 0 ESTHER T BENJAMIN CEO & EXECUTIVE DIRECTOR 40.00 X 880601 0 41490 CHERYL TOTO CHIEF OPERATIONS OFFICER 40.00 X 477302 0 45890 JOHN VERMAATEN CHIEF FINANCIAL OFFICER 40.00 X 462474 0 51957 MONICA K MUNN CHIEF SOCIAL IMPACT OFFICER 40.00 X 380709 0 23273 SHAMIRA MADHANY MANAGING DIRECTOR, WES CANADA 40.00 X 352003 0 28642 MEGAN BLACKBURN SIR. DIRECTOR, STRATEGY & PLANNING 40.00 X 299496 0 40212 ABBIE J COWAN CHIEF PEOPLE OFFICER 40.00 X 291590 0 39068 BIREN SHAH CHIEF TECHNOLOGY OFFICER 40.00 X 385008 0 41311 HOLLY SANDERS CHIEF TRANSFORMATION OFFICER 40.00 X 380808 0 32371 PAUL FELTMAN DEPUTY EXECUTIVE DIRECTOR, GTB 40.00 X 373498 0 43544 NEGASH YUSUF QUALITY ANALYST III 40.00 X 387485 0 23407 YUKI INOUE QUALITY ANALYST III 40.00 X 384162 0 34292 ERNEST WURZBACH SR. DIRECTOR OF TECHNOLOGY 40.00 X 292561 0 28527 DAVID J GALLAGHER QUALITY ANALYST III 40.00 X 421926 0 51957 LOULADEY ASSEFA QUALITY ANALYST III 40.00 X 328351 0 25485 6097974 0 551426 142 0 1 0 AMERICAN CUSTOMER CARE INC 225 NORTH MAIN ST SUITE 500 BRISTOL CT 06010 OUTSOURCE CALL CENTR 2733790 ALVAREZ & MARSAL HOLDINGS LLC 600 MADISON AVE NEW YORK NY 10022 PROJECT MANAGEMENT 1684836 THINK SYSTEMS INC 7006 GOLDEN RING ROAD BALTIMORE MD 21234 BUSINESS CONSULTANT 1254971 IDA APEX LLC 323 SUNNY ISLES BLVD SUITE 700 SUNNY ISLES BEACH FL 33160 BUSINESS CONSULTANT 376400 14 CREDENTIAL EVALUATIONS 611710 97212546 97212546 97212546 2056141 -4793 2060934 40600000 40024163 575837 575837 578615 -2778 OTHER INCOME 900099 93892 93892 93892 99938416 97885053 -7571 2060934 X 4985513 4985513 2555282 2555282 4497477 2209764 2287713 38530736 32054661 6476075 2532118 2126979 405139 3606432 3029403 577029 3034358 2548861 485497 796274 400790 395484 174856 174856 28547 28547 43744 43744 9187744 8328772 858972 1573292 1120753 452539 205965 87041 118924 2670980 2227695 443285 1729062 1452412 276650 2146846 1319498 827348 390237 173390 216847 106565 106565 RECRUITMENT&CALL CENTER 4212166 4135505 76661 POSTAGE & PRINTING 3083448 3069658 13790 REPAIRS & MAINTENANCE 2446350 2344840 101510 CREDIT CARD & BANK FEES 2358916 2331064 27852 595789 264122 331667 91492697 76794550 14698147 0 2770683 3061833 51755062 26632732 287631 492242 1268057 1426689 3808185 3627059 456081 181126 8586413 37948671 135816011 158934062 750000 1754793 3732087 2657310 205422025 233089458 11289377 12102639 3439144 3089818 12807935 15063808 3484935 1719621 31021391 31975886 X 174400634 201113572 174400634 201113572 205422025 233089458 X 8445719 18019992 247227 X 0 1 X 1 0 X 643750 2210038 315841 3169629 82893585 90727512 102853117 97997750 97212546 471684510 83537335 92937550 103168958 97997750 97212546 474854139 0 0 0 474854139 696047 550974 235823 665402 2060934 4209180 696047 550974 235823 665402 2060934 4209180 -7571 -7571 83836 17921 12361 41871 93892 249881 84317218 93506445 103417142 98705023 99359801 479305629 0.99070 0.99050 0.00880 0.00910 X SCHEDULE A, PART III, LINE 12, OTHER INCOME: OTHER INCOME CONSISTS OF VARIOUS MISCELLANEOUS INCOME. 390 28157 28547 76766003 76794550 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 3622 51779 32274 28547 116222 250000 250000 250000 250000 1000000 1500000 2200 8997 3246 390 14833 PART II-A, LINE 1C WES STAFF ENGAGE IN A WIDE RANGE OF ADVOCACY ACTIVITIES TO FURTHER THEIR MISSION TO ADVANCE THE GLOBAL MOBILITY AND INTEGRATION OF PEOPLE INTO ACADEMIC AND PROFESSIONAL SETTINGS BY EVALUATING AND ADVOCATING FOR THE RECOGNITION OF INTERNATIONAL EDUCATIONAL QUALIFICATIONS AND ENABLING INDIVIDUALS TO FULLY UTILIZE THEIR EDUCATION. WES'S WORK INCLUDES EFFORTS TO EDUCATE MEMBERS OF CONGRESS, THEIR STAFF, AND THE PUBLIC ON IMMIGRANT INTEGRATION ISSUES AND IMMIGRANT ACCESS TO WORK. WES ADVOCATES FOR REMOVING UNNECESSARY BARRIERS TO EMPLOYMENT FOR IMMIGRANTS, ESPECIALLY THOSE WHO ARE INTERNATIONALLY TRAINED AND/OR EDUCATED. DURING 2023, WES'S STAFF AND CONSULTANTS ADVOCATED FOR FEDERAL LEGISLATION TO PROMOTE THE SOCIAL AND ECONOMIC INCLUSION OF IMMIGRANTS, REFUGEES, AND INTERNATIONAL STUDENTS IN THE U.S. SPECIFICALLY, WES LED EFFORTS TO INCREASE FUNDING FOR PROGRAMS TO ADDRESS BARRIERS OF ENTRY TO THE WORKFORCE FOR IMMIGRANTS AND REFUGEES WHO HOLD HEALTH CARE CREDENTIALS FROM OUTSIDE THE U.S., AND TO CONDUCT A COMPREHENSIVE STUDY AT THE FEDERAL LEVEL OF THE BARRIERS TO COMMENSURATE EMPLOYMENT FACING IMMIGRANTS AND REFUGEES WHO HOLD CREDENTIALS FROM OUTSIDE THE U.S. WES ALSO SUPPORTED EFFORTS TO ESTABLISH A NATIONAL OFFICE OF NEW AMERICANS. ON THE INTERNATIONAL STUDENT FRONT, WES EDUCATED POLICYMAKERS AND ADVOCATED FOR LEGISLATION THAT IMPLEMENTED INCLUSIVE POLICIES THAT WOULD NOT DETER U.S. COLLEGES AND UNIVERSITIES FROM RECRUITING INTERNATIONAL STUDENTS. 1557662 1409629 148033 1489526 1475158 14368 760997 742272 18725 181126 DOMESTIC LPS 154000981 F PREFERRED SHARES 119570 F DOMESTIC LLCS 816503 F INVESTMENT IN QUALIFICATION CHECK LIMITED 3997008 C 158934062 LEASES LIABILITY 1719621 1719621 X PART X, LINE 2: WES IS SUBJECT TO THE PROVISIONS OF THE FINANCIAL ACCOUNTING STANDARDS BOARD'S ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740, INCOME TAXES, AS IT RELATES TO ACCOUNTING AND REPORTING FOR UNCERTAINTY IN INCOME TAXES. BECAUSE OF WES'S GENERAL NOT-FOR-PROFIT STATUS, MANAGEMENT BELIEVES ASC TOPIC 740 HAS NOT HAD, AND IS NOT ANTICIPATED TO HAVE, A MATERIAL IMPACT ON WES'S CONSOLIDATED FINANCIAL STATEMENTS. 1 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 1 143 PROGRAM SERVICES EVALUATIONS 61991005 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 1 143 GRANTMAKING 2555282 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENT INVESTMENT IN QUALIFICATION CHECK LIMITED 3997008 2 286 0 0 2 286 68543295 0 68543295 NORTH AMERICA CAPACITY STRENGTHENING FUND 15225 WIRE 0 FMV NORTH AMERICA CAPACITY STRENGTHENING FUND 15106 WIRE 0 FMV NORTH AMERICA GENERAL OPERATING SUPPORT 19175 WIRE 0 FMV NORTH AMERICA GENERAL OPERATING SUPPORT 113396 WIRE 0 FMV NORTH AMERICA CAPACITY STRENGTHENING FUND 15231 WIRE 0 FMV NORTH AMERICA CAPACITY STRENGTHENING FUND 45663 WIRE 0 FMV NORTH AMERICA GENERAL OPERATING SUPPORT 107879 WIRE 0 FMV NORTH AMERICA GENERAL OPERATING SUPPORT 9993 WIRE 0 FMV NORTH AMERICA GENERAL OPERATING SUPPORT 19178 WIRE 0 FMV NORTH AMERICA CLIMATE JUSTICE INITIATIVE 382995 WIRE 0 FMV NORTH AMERICA CAPACITY STRENGTHENING FUND 15077 WIRE 0 FMV NORTH AMERICA CAPACITY STRENGTHENING FUND 15225 WIRE 0 FMV NORTH AMERICA CAPACITY STRENGTHENING FUND 14937 WIRE 0 FMV NORTH AMERICA GENERAL OPERATING SUPPORT 77024 WIRE 0 FMV NORTH AMERICA GENERAL OPERATING SUPPORT 76295 WIRE 0 FMV NORTH AMERICA CAPACITY STRENGTHENING FUND 15251 WIRE 0 FMV NORTH AMERICA PARTICIPATORY PROJECT GRANT 225225 WIRE 0 FMV NORTH AMERICA GENERAL OPERATING SUPPORT 149065 WIRE 0 FMV NORTH AMERICA GENERAL OPERATING SUPPORT 19144 WIRE 0 FMV NORTH AMERICA CAPACITY STRENGTHENING FUND 15105 WIRE 0 FMV NORTH AMERICA GENERAL OPERATING SUPPORT 75792 WIRE 0 FMV NORTH AMERICA CAPACITY STRENGTHENING FUND 182569 WIRE 0 FMV NORTH AMERICA CAPACITY STRENGTHENING FUND 38433 WIRE 0 FMV NORTH AMERICA CAPACITY STRENGTHENING FUND 229358 WIRE 0 FMV NORTH AMERICA CAPACITY STRENGTHENING FUND 14939 WIRE 0 FMV NORTH AMERICA CAPACITY STRENGTHENING FUND 15160 WIRE 0 FMV NORTH AMERICA GENERAL OPERATING SUPPORT 19217 WIRE 0 FMV NORTH AMERICA CAPACITY STRENGTHENING FUND 15424 WIRE 0 FMV NORTH AMERICA CAPACITY STRENGTHENING FUND 14997 WIRE 0 FMV NORTH AMERICA CAPACITY STRENGTHENING FUND 167349 WIRE 0 FMV NORTH AMERICA LOCAL GENERAL OPERATING SUPPORT 53329 WIRE 0 FMV NORTH AMERICA CAPACITY STRENGTHENING FUND 15106 WIRE 0 FMV NORTH AMERICA CAPACITY STRENGTHENING FUND 14874 WIRE 0 FMV NORTH AMERICA GENERAL OPERATING SUPPORT 10000 WIRE 0 FMV NORTH AMERICA TRANSCEND INITIATIVE 231160 WIRE 0 FMV NORTH AMERICA AFRICAN RESETTLEMENT EMERGENCY FUND 76283 WIRE 0 FMV NORTH AMERICA CAPACITY STRENGTHENING FUND 15103 WIRE 0 FMV 37 0 0 0 1 0 0 0 PART I, LINE 2: WES REQUIRES GRANT RECIPIENTS TO AGREE TO STATED TERMS AND CONDITIONS AS OUTLINED IN ITS GRANT AGREEMENTS BEFORE DISBURSEMENT OF FUNDS. AGREEMENTS ALSO OUTLINE REQUIRED REPORTING, DELIVERABLES, AND MONITORING, WHICH EACH GRANT RECIPIENT MUST AGREE TO BEFORE DISBURSEMENT OF FUNDS. ALL GRANT RECIPIENTS ARE REQUIRED TO SUBMIT, AT A MINIMUM, REPORTING ON USE OF FUNDS, FINANCIAL EXPENDITURES, IMPACT CREATED, AND OTHER MILESTONES AT THE END OF THE GRANT TERM. ADDITIONALLY, PER THE GRANT AGREEMENT, ALL GRANT RECIPIENTS MUST PROVIDE REASONABLE ACCESS TO THE WES MARIAM ASSEFA FUND OR ITS DESIGNEES TO OBSERVE FUNDED PROGRAMS, ASSESS THE OUTCOMES AND IMPACT OF FUNDED EFFORTS, AND REVIEW FINANCIAL AND OTHER RECORDS. PART I, LINE 3: THE EXPENDITURES REPORTED REPRESENT THE ANNUAL INTERNATIONAL ACADEMIC DOCUMENT AUTHENTICATION AND EVALUATION AND TRAINING WORKSHOPS WHICH ARE EXPENDITURES OF WORLD EDUCATION SERVICES, CANADA (A BRANCH OF WORLD EDUCATION SERVICES, INC.) AS WELL AS GRANTS, TRANSLATED INTO U.S. DOLLARS. THE EXPENDITURES HAVE BEEN REPORTED ON THE ACCRUAL BASIS. 1 ACTION RESEARCH COLLABORATIVE INC(DRIVER'S COOP) 2400 DAVIDSON AVENUE A23 BRONX NY 10468 825252889 501(C)(3) 120000 0 GENERAL OPERATING SUPPOT AFRICAN BRIDGE NETWORK INC 258 DERBY STREET UNIT 1 NEWTON MA 02465 474507235 501(C)(3) 180000 0 GENERAL OPERATING SUPPOT AFRIKANA 2477 BELMONT AVE APT 4D BRONX NY 10458 932592894 501(C)(3) 20000 0 CAPACITY STRENGTHENING INITIATIVE ARTISTS ATHLETES ACTIVISTS 9 BLEECKER ST NEW YORK NY 10012 830530322 501(C)(3) 20000 0 CAPACITY STRENGTHENING INITIATIVE ASIAN COMMUNITY & CULTURAL CENTER 144 N 44TH ST STE A LINCOLN NE 68503 470807501 501(C)(3) 100000 0 GRANT FOR PARTICIPATION IN SIIP PROGRAM ASIAN IMMIGRANT WOMEN ADVOCATES INC 310 8TH ST 301 OAKLAND CA 94607 942977665 501(C)(3) 10000 0 DONATION FOR FUND AMBASSDOR PROGRAM BETTER FUTURE FORWARD 7584 BLANFORD CT ALEXANDRIA VA 22315 814772781 501(C)(3) 100000 0 INVEST IN STUDENT SUPPORT GRANT BUILDING SKILLS PARTNERSHIP 828 W WASHINGTON BLVD LOS ANGELES CA 90015 261254255 501(C)(3) 385000 0 CAPACITY STRENGTHENING INITIATIVE CENTER FOR CIVIC POLICY (FISCAL SPONSOR FOR NEW MEXICO DREAM TEAM) 625 SILVER AVE SW 320 ALBUQUERQUE NM 87102 010869701 501(C)(3) 200000 0 PATHWAYS FOR IMMIGRANTS GRANTS CENTRAL VALLEY IMMIGRANT INTEGRATION COLLABORATIVE 5014 E UNIVERSITY AVE FRESNO CA 93727 830682400 501(C)(3) 20000 0 CAPACITY STRENGTHENING INITIATIVE CHRISTIE REFUGEE WELCOME CENTRE PO BOX 179 WELCOME NC 27374 883049343 501(C)(3) 10000 0 DONATION FOR FUND AMBASSDOR PROGRAM CITY OF TULSA 175 E 2ND STREET SUITE 1570 TULSA OK 74103 736005470 501(C)(3) 100000 0 GRANT FOR PARTICIPATION IN SIIP PROGRAM COMINUDAD MAYA PIXAN IXIM 4913 S 25TH STREET SUITE 1 OMAHA NE 68107 455539560 501(C)(3) 20000 0 GENERAL OPERATING SUPPOT COMMUNITY SERVICES AGENCY (COMSA) 16500 SHAWAND AVE STE 108 GREEN BAY WI 54303 820864722 501(C)(3) 120000 0 CAPACITY STRENGTHENING INITIATIVE CULTURINGUA 8920 JOHN BARRETT DRIVE SAN ANTONIO TX 78240 841940407 501(C)(3) 20000 0 CAPACITY STRENGTHENING INITIATIVE DOCUMENTED PO BOX 924 NEW YORK NY 10272 833036502 501(C)(3) 100000 0 GENERAL OPERATING SUPPOT FORDHAM UNIVERSITY (HER MIGRANT HUB) 441 E FORDHAM ROAD FMH 512 BRONX NY 10458 131740451 501(C)(3) 20000 0 CAPACITY STRENGTHENING INITIATIVE FRESH START REFUGEE ASSISTANT CENTER 7714 GLENISTER DR SPRINGFIELD VA 22152 821079316 501(C)(3) 10000 0 DONATION FOR FUND AMBASSDOR PROGRAM FUNDERS TOGETHER TO END HOMELESSNESS INC 89 SOUTH STREET SUITE 803 BOSTON MA 02111 273033048 501(C)(3) 100000 0 WORKFORCE MATTERS GRANT FWDUS EDUCATION FUND INC(NATIONAL DIGNITY FOR FAMILIES FUND) 701 8TH ST NW STE 800 WASHINGTON DC 20001 820962378 501(C)(3) 90000 0 PROJECT SUPPORT GRANT GRANNIES RESPOND ABUELAS RESPONDEN INC PO BOX 1106 BEACON NY 12508 833932245 501(C)(3) 20000 0 CAPACITY STRENGTHENING INITIATIVE HAITIAN BRIDGE ALLIANCE 4265 FAIRMOUNT AVE 280 SAN DIEGO CA 92105 813558713 501(C)(3) 7500 0 PROJECT SUPPORT GRANT HISPANIC SERVICES COUNCIL INC 7825 N DALE MABRY HWY STE 102 TAMPA FL 33614 593198934 501(C)(3) 10000 0 DONATION FOR FUND AMBASSDOR PROGRAM IMMIGRANT ADVOCATES RESPONSE COLLABORATIVE INC 150 STATE STREET 4TH FL ALBANY NY 12207 850595592 501(C)(3) 20000 0 CAPACITY STRENGTHENING INITIATIVE JOBS FOR THE FUTURE INC 88 BROAD ST FL 8 BOSTON MA 02110 061164568 501(C)(3) 50000 0 PROJECT SUPPORT GRANT MANY LANGUAGES ONE VOICE 3166 MOUNT PLEASANT STREET NW WASHINGTON DC 20010 274415158 501(C)(3) 20000 0 CAPACITY STRENGTHENING INITIATIVE MIDSTATE EDUCATION & SERVICE FOUNDATION 701 W STATE ST ITHACA NY 14850 161586561 501(C)(3) 20000 0 CAPACITY STRENGTHENING INITIATIVE NATIONAL ASSOCIATION OF SYSTEM HEADS 1750 16TH ST NW APT31 WASHINGTON DC 20009 208987993 501(C)(3) 100000 0 GENERAL OPERATING SUPPOT NATIONAL FUND FOR WORKFORCE SOLUTIONS 1250 CONNECTICUT AVE NW STE 200 WASHINGTON DC 20036 475172476 501(C)(3) 150000 0 PROJECT SUPPORT GRANT NATIONAL GOVERNORS ASSOCIATION CENTER FOR BEST PRACTICES 444 N CAPITOL STREET NW WASHINGTON DC 20001 237391796 501(C)(3) 25000 0 SUPPORT FOR CHAIR'S INITIATIVE 23-24 OAKLAND BLOOM 1721 BROADWAY SUITE 201 OAKLAND CA 94612 811393321 501(C)(3) 20000 0 CAPACITY STRENGTHENING INITIATIVE ONE TO WORLD INC 2107 VANCE DR EDMOND OK 73013 810715712 501(C)(3) 7500 0 TO SUPPORT FULBRIGHT AWARDS OPEN COLLECTIVE FOUNDATION (SUENOS SIN FRONTERAS DE TEJAS) 340 S LEMON AVE 3717 WALNUT CA 91789 814004928 501(C)(3) 20000 0 CAPACITY STRENGTHENING INITIATIVE PIONEER VALLEY WORKERS CENTER 20 HAMPTON AVE SUITE 200 NORTHAMPTON MA 01060 824732798 501(C)(3) 20000 0 CAPACITY STRENGTHENING INITIATIVE RUSA LGBTQ CORP 25 CONNECTICUT AVE LONG BEACH NY 11561 883859648 501(C)(3) 20000 0 CAPACITY STRENGTHENING INITIATIVE SOUTH ASIAN WOMEN'S AND IMMIGRANTS' SERVICES 1650 ARCH STREET SUITE 2130 PHILADELPHIA PA 19103 263001212 501(C)(3) 10000 0 DONATION FOR FUND AMBASSDOR PROGRAM SUMA 7450 NORTH CHARLESTON UNIT 108 PORTLAND OR 97203 850565824 501(C)(3) 20000 0 CAPACITY STRENGTHENING INITIATIVE SYRIAN AMERICAN MEDICAL SOCIETY FOUNDATION 1012 14TH ST NW SUITE 910 WASHINGTON DC 20005 161717058 501(C)(3) 10000 0 HUMAITARIAN RAPID RESPONSE DONATION TECHEQUITY COLLABORATIVE 1120 PINE ST MARTINEZ CA 94553 851685217 501(C)(3) 175000 0 GENERAL OPERATING SUPPOT TECHSTARS PARTNERS 2021 LLC 4845 PEARL EAST CIRCLE SUITE 118 PMB 99696 BOULDER CO 80301 264507415 403333 0 CHARITABLE PURPOSE TO ADVANCE ECONOMIC MOBILITY THE ALLIANCE OF IDAHO 121 HONEYSUCKLE STREET BELLEVUE ID 83333 852965458 501(C)(3) 10000 0 DONATION FOR FUND AMBASSDOR PROGRAM THE NEW YORK IMMIGRATION COALITION INC 131 WEST 33RD ST SUITE 610 NEW YORK NY 10001 133573409 501(C)(3) 145000 0 PROJECT SUPPORT GRANT THE PIVOT FUND INC 504 FAIR STREET SW ATLANTA GA 30313 871460953 501(C)(3) 100000 0 GENERAL OPERATING SUPPOT THE ST BERNARD PROJECT INC 2645 TOULOUSE STREET NEW ORLEANS LA 70119 262189665 501(C)(3) 500000 0 PROJECT SUPPORT GRANT TURKISH PHILANTHROPY FUNDS 1460 BROADWAY NEW YORK NY 10036 208392006 501(C)(3) 10000 0 HUMAITARIAN RAPID RESPONSE DONATION UPWARDLY GLOBAL 582 MARKET ST SUITE 1207 SAN FRANCISCO CA 94104 943346127 501(C)(3) 350000 0 GENERAL OPERATING SUPPOT VENEZUELANS AND IMMIGRANTS AID INC 167 WEST 136TH ST APT 7 NEW YORK NY 10030 371964314 501(C)(3) 20000 0 CAPACITY STRENGTHENING INITIATIVE VILCAP INC 1101 K STREET NW NO920 WASHINGTON DC 20005 274059343 501(C)(3) 604555 0 PROJECT SUPPORT GRANT WASHINGTON ACADEMY FOR INTERNATIONAL MEDICAL GRADUATES 3100 SOUTH 208TH ST STE J202 SEATAC WA 98198 834541708 501(C)(3) 20000 0 CAPACITY STRENGTHENING INITIATIVE WELCOMING AMERICA 315 W PONCE DE LEON AVENUE SUITE 905 DECATUR GA 30030 271049805 501(C)(3) 25000 0 SPONSORSHIP WELCOMING CENTER FOR NEW PENNSYLVANIANS 211 N 13TH STREET PHILADELPHIA PA 19107 233001411 501(C)(3) 10000 0 SOLAS SPONSORSHIP 50 1 PART I, LINE 2: WES REQUIRES GRANT RECIPIENTS TO AGREE TO STATED TERMS AND CONDITIONS AS OUTLINED IN ITS GRANT AGREEMENTS BEFORE DISBURSEMENT OF FUNDS. AGREEMENTS ALSO OUTLINE REQUIRED REPORTING, DELIVERABLES, AND MONITORING, WHICH EACH GRANT RECIPIENT MUST AGREE TO BEFORE DISBURSEMENT OF FUNDS. ALL GRANT RECIPIENTS ARE REQUIRED TO SUBMIT, AT A MINIMUM, REPORTING ON USE OF FUNDS, FINANCIAL EXPENDITURES, IMPACT CREATED, AND OTHER MILESTONES AT THE END OF THE GRANT TERM. ADDITIONALLY, PER THE GRANT AGREEMENT, ALL GRANT RECIPIENTS MUST PROVIDE REASONABLE ACCESS TO THE WES MARIAM ASSEFA FUND OR ITS DESIGNEES TO OBSERVE FUNDED PROGRAMS, ASSESS THE OUTCOMES AND IMPACT OF FUNDED EFFORTS, AND REVIEW FINANCIAL AND OTHER RECORDS. X 1 1 X X X X 0 1 0 0 0 0 0 1 0 ESTHER T BENJAMIN CEO & EXECUTIVE DIRECTOR 579601 0 301000 0 0 0 23100 0 18390 0 922091 0 0 0 CHERYL TOTO CHIEF OPERATIONS OFFICER 342302 0 135000 0 0 0 16940 0 28950 0 523192 0 0 0 JOHN VERMAATEN CHIEF FINANCIAL OFFICER 332474 0 130000 0 0 0 23100 0 28857 0 514431 0 0 0 DAVID J GALLAGHER QUALITY ANALYST III 421926 0 0 0 0 0 23100 0 28857 0 473883 0 0 0 BIREN SHAH CHIEF TECHNOLOGY OFFICER 295008 0 90000 0 0 0 22918 0 18393 0 426319 0 0 0 YUKI INOUE QUALITY ANALYST III 384162 0 0 0 0 0 23100 0 11192 0 418454 0 0 0 PAUL FELTMAN DEPUTY EXECUTIVE DIRECTOR, GTB 299498 0 74000 0 0 0 23100 0 20444 0 417042 0 0 0 HOLLY SANDERS CHIEF TRANSFORMATION OFFICER 290808 0 90000 0 0 0 22621 0 9750 0 413179 0 0 0 NEGASH YUSUF QUALITY ANALYST III 387485 0 0 0 0 0 23100 0 307 0 410892 0 0 0 MONICA K MUNN CHIEF SOCIAL IMPACT OFFICER 280709 0 100000 0 0 0 22073 0 1200 0 403982 0 0 0 SHAMIRA MADHANY MANAGING DIRECTOR, WES CANADA 266776 0 85227 0 0 0 21529 0 7113 0 380645 0 0 0 LOULADEY ASSEFA QUALITY ANALYST III 328351 0 0 0 0 0 23033 0 2452 0 353836 0 0 0 MEGAN BLACKBURN SIR. DIRECTOR, STRATEGY & PLANNING 234496 0 65000 0 0 0 19795 0 20417 0 339708 0 0 0 ABBIE J COWAN CHIEF PEOPLE OFFICER 281590 0 10000 0 0 0 19513 0 19555 0 330658 0 0 0 ERNEST WURZBACH SR. DIRECTOR OF TECHNOLOGY 246561 0 46000 0 0 0 8972 0 19555 0 321088 0 0 0 PART I, LINE 4B: THE CEO & EXECUTIVE DIRECTOR, CHEIF OPERATIONS OFFICER, CHIEF TRANSFORMATION OFFICER, SENIOR DIRECTOR OF MARKETING & SALES, AND THE DEPUTY EXECUTIVE DIRECTOR - GTB PARTICIPATE IN THE 457(B) PLAN. THE PLAN WAS ESTABLISHED AND MAINTAINED FOR THE PURPOSE OF PROVIDING AN ADDITIONAL MEANS FOR DEFERRED COMPENSATION FOR SPECIFIED EMPLOYEES. THE PLAN CONSISTS OF ONLY EMPLOYEE CONTRIBUTIONS AND WES DOES NOT PROVIDE ANY CONTRIBUTIONS TO THE 457(B) PLAN. PART I, LINE 7: WES HAS A PERFORMANCE-BASED INCENTIVE PLAN WITH PAYMENT LEVELS SET AT YEAR-END BY THE BOARD. JAY SANDERS SEE SUPP. INFO. 66492 SALARY 0 JILL SANDERS SEE SUPP. INFO. 86626 SALARY 0 PART IV, LINES 1 AND 2: TWO RELATIVES OF HOLLY SANDERS, A KEY EMPLOYEE OF THE ORGANIZATION AND CHIEF TRANSFORMATION OFFICER, RECEIVED EMPLOYEE COMPENSATION AND BENEFITS FROM THE ORGANIZATION IN 2023. FORM 990, PART III, LINE 4B SOCIAL IMPACT (FORMERLY GLOBAL TALENT BRIDGE AND GRANTMAKING): PROGRAMS: WES INCUBATES AND IMPLEMENTS PROGRAMS THAT TACKLE SOME OF THE MOST PERSISTENT CHALLENGES THAT PREVENT IMMIGRANTS AND REFUGEES FROM THRIVING IN THE U.S. AND CANADA. PROGRAMS ARE DESIGNED TO DRIVE CHANGE AT A SYSTEMS LEVEL WITH THE GOAL OF BEING SCALABLE OR REPLICABLE IN OTHER COMMUNITIES AND INDUSTRIES. EXAMPLES OF PROGRAMS INCLUDE THE SKILLED IMMIGRANT INTEGRATION PROGRAM, THE GLOBAL TALENT LEADERSHIP NETWORK, AND #IMMIGRANTSWORK. PHILANTHROPY: THE WES MARIAM ASSEFA FUND SEEKS TO CATALYZE ECONOMIC INCLUSION, OPPORTUNITIES, AND MOBILITY IN SUPPORT OF IMMIGRANTS AND REFUGEES IN THE U.S. AND CANADA. THROUGH GRANTMAKING AND IMPACT INVESTING, THE FUND SUPPORTS EFFORTS TO BRING ABOUT INCLUSIVE ECONOMIES AND TO ENSURE THAT ALL IMMIGRANTS AND REFUGEES CAN ACHIEVE THEIR GOALS AND THRIVE. POLICY AND ADVOCACY: THROUGH POLICY ADVOCACY, WES AIMS TO PROMOTE SKILLS-COMMENSURATE CAREER ADVANCEMENT AND REMOVE BARRIERS TO ECONOMIC MOBILITY. WES SEEKS TO DRIVE THE ADOPTION OF NEW POLICIES BY PROVIDING EVIDENCE, PROPOSING SOLUTIONS, ENGAGING POLICYMAKERS, NURTURING COMMUNITIES OF PARTNERS AND INFLUENCERS, SERVING AS A RESOURCE, AND RAISING PUBLIC AWARENESS. PARTNERSHIPS: WES SERVES AS A CONVENER OF MANY NETWORKS ACROSS THE U.S. AND CANADA. THE GOAL IS TO CREATE A HUB FOR SHARING, LEARNING, AND CO-CREATING A FUTURE IN WHICH IMMIGRANTS, REFUGEES, AND INTERNATIONAL STUDENTS CAN REALIZE THEIR ACADEMIC AND PROFESSIONAL GOALS. THE WES MARIAM ASSEFA FUND ALSO ENGAGES PARTNERS THROUGH CO-FUNDING WITH OTHER LIKE-MINDED FUNDERS TO COMPOUND RESOURCES AND IMPACT. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE CHIEF FINANCIAL OFFICER AND THE CEO & EXECUTIVE DIRECTOR. COPIES ARE SENT OUT TO THE ENTIRE BOARD OF TRUSTEES BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR, THE BOARD OF TRUSTEES, AS WELL AS SENIOR MANAGEMENT STAFF, ARE REQUIRED TO COMPLETE AND SIGN A "CONFLICT OF INTEREST DISCLOSURE FORM." THIS IS DONE IN THE FIRST HALF OF THE YEAR. EACH SIGNER INDICATES THAT THEY HAVE READ WES'S CONFLICT OF INTEREST POLICY AND INDICATES WHETHER THEY DO OR DO NOT HAVE A CONFLICT OR A POTENTIAL CONFLICT. THESE FORMS ARE REVIEWED BY WES'S CHIEF FINANCIAL OFFICER FOR COMPLIANCE. TO DATE, THERE HAS BEEN COMPLIANCE WITH THE POLICY. SHOULD A CONFLICT BE FOUND, WES WILL ADDRESS SUCH CONFLICT ON A CASE BY CASE BASIS. FORM 990, PART VI, SECTION B, LINE 15 EVERY TWO TO THREE YEARS, WES ENGAGES AN INDEPENDENT COMPENSATION CONSULTANT TO REVIEW WES'S SALARIES, SALARY STRUCTURE, AND SALARY POLICY AND MAKE RECOMMENDATIONS FOR CHANGES. COMPARABILITY DATA IS USED. THE COMPENSATION CONSULTANT REPORTS TO THE COMPENSATION COMMITTEE. THE FULL REPORT IS APPROVED BY THE BOARD OF TRUSTEES. THE COMPENSATION REPORT ADDRESSES THE COMPARABILITY OF THE CEO & EXECUTIVE DIRECTOR'S SALARY AS WELL AS THE SALARY OF ALL OFFICERS AND KEY EMPLOYEES. IN ADDITION, THE BOARD OF TRUSTEES ANNUALLY APPROVES AND PROVIDES SUBSTANTIATION OF THE DELIBERATION AND DECISION REGARDING THE CEO & EXECUTIVE DIRECTOR'S SALARY. FORM 990, PART VI, SECTION C, LINE 19 WES PROVIDES THE FORM 990 UPON REQUEST. FORM 990, PART IX, LINE 11G GLOBAL TALENT BRIDGE: PROGRAM SERVICE EXPENSES 422,670. MANAGEMENT AND GENERAL EXPENSES 43,591. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 466,261. COMMUNICATION: PROGRAM SERVICE EXPENSES 306,023. MANAGEMENT AND GENERAL EXPENSES 31,561. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 337,584. BUSINESS TRANSFORMATION, IT, SYSTEMS AND RELATED CONSULTANTS: PROGRAM SERVICE EXPENSES 5,387,288. MANAGEMENT AND GENERAL EXPENSES 555,608. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,942,896. MARKETING: PROGRAM SERVICE EXPENSES 880,252. MANAGEMENT AND GENERAL EXPENSES 90,783. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 971,035. HUMAN RESOURCES: PROGRAM SERVICE EXPENSES 297,501. MANAGEMENT AND GENERAL EXPENSES 30,682. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 328,183. OTHER CONSULTANTS: PROGRAM SERVICE EXPENSES 1,035,038. MANAGEMENT AND GENERAL EXPENSES 106,747. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,141,785. FORM 990, PART XI, LINE 9: FOREIGN CURRENCY TRANSLATION GAIN 247,227. WES HOLDCO LLC ONE BATTERY PARK PLAZA NEW YORK NY 10004 994195533 HOLDINGS OF STRATEGIC INVESTMENTS AND OTHER MISSION ALIGNED INVESTMENTS DE 0 3997008 WORLD EDUCATION SERVICES INC