2022-02-02T15:36:06-06:00 2021-06-30 420714325 RSM US LLP 9801 WASHINGTONIAN BLVD SUITE 500 GAITHERSBURG MD 20878 990 2020-07-01 530242992 GREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS ASSOCIATION INC GREA 7039982778 3939 CAMPBELL AVE ARLINGTON VA 22206 JASON R DAISEY EXEC VP, COO, & TREASURER 7039982600 2022-02-02 1 JASON DAISEY XXX-XX-XXXX JULIA FLANNERY P00928918 3012963700 2022-02-02 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z WETA JASON R DAISEY 3939 CAMPBELL AVE ARLINGTON VA 22206 151350655 0 X WWW.WETA.ORG X 1953 DC PUBLIC TELEVISION AND RADIO BROADCASTING AND PRODUCTION; PBS AFFILIATE AND CLASSICAL MUSIC; LITERACY AND BRAIN INJURY WEBSITES. 32 30 395 40 171982 103602 109081739 131688334 2187533 4345103 2907954 2662308 405306 4995930 114582532 143691675 602348 679790 0 0 44755069 47110684 874279 987264 9957199 75828614 67197619 122060310 115975357 -7477778 27716318 167425377 208469306 20328705 21509061 147096672 186960245 X WETA'S MISSION IS TO PRODUCE AND DISTRIBUTE CONTENT OF INTELLECTUAL INTEGRITY AND CULTURAL MERIT USING A BROAD RANGE OF MEDIA TO REACH AUDIENCES BOTH IN OUR COMMUNITY AND NATIONWIDE. WE LEVERAGE OUR COLLECTIVE RESOURCES TO EXTEND OUR IMPACT. WE WILL BE TRUE TO OUR VALUES; AND WE RESPECT DIVERSITY OF VIEWS, CULTURE AND HERITAGE. 0 0 70769313 679790 8852588 NATIONAL TELEVISION/DIGITAL PRODUCTION - WETA IS THE SECOND LARGEST PRODUCING STATION FOR PUBLIC MEDIA IN THE UNITED STATES. WETA PRODUCTIONS INCLUDE THE NIGHTLY NEWS PROGRAM"PBS NEWSHOUR;" WEEKLY SERIES"WASHINGTON WEEK;" DOCUMENTARIES FROM KEN BURNS, DR. HENRY LOUIS GATES, JR, AND DOZENS OF ESTABLISHED AND EMERGING FILMMAKERS; AND PERFORMANCE SPECIALS FROM MAJOR PERFORMANCE VENUES AND THE WEST LAWN OF THE U.S. CAPITOL. WETA HAS CREATED "WELL BEINGS," A MULTI-PLATFORM CAMPAIGN ADDRESSING URGENT ISSUES IN MENTAL AND PHYSICAL HEALTH. 16936667 296143 LOCAL BROADCASTING - TELEVISION & RADIO - WETA IS THE FLAGSHIP PUBLIC TELEVISION STATION IN THE GREATER WASHINGTON AREA. WETA OFFERS QUALITY TELEVISION PROGRAMMING ON FIVE DIGITAL CHANNELS 24 HOURS A DAY: WETA PBS, WETA UK, WETA METRO, WETA PBS KIDS, AND WETA WORLD; AND HAS A ROBUST CONTENT STREAMING AVAILABE TO ALL VIEWERS. WETA CREATES LOCAL SPECIALS ON THE PEOPLE, PLACES AND CULTURE OF THE GREATER WASHINGTON REGION. WETA BROADCASTS A CHILDREN'S EDUCATIONAL TELEVISION SERVICE THAT BUILDS READING AND STEM SKILLS; PUBLIC AFFAIRS ANALYSIS; PERFORMANCE PROGRAMMING CELEBRATING THE CULTURAL DIVERSITY OF THE COUNTRY; ACCLAIMED HISTORY, SCIENCE AND NATURE CONTENT; THE BEST OF BRITISH TELEVISION; AND A CHANNEL DEVOTED TO INDEPENDENT DOCUMENTARY FILMS. CLASSICAL WETA RADIO BROADCASTS ON WETA 90.9 FM, WGMS 89.1 FM AND WETA 88.9 FM, PROVIDING A 24-HOUR CLASSICAL MUSIC SERVICE. WETA IS THE EXCLUSIVE BROADCASTER OF CLASSICAL MUSIC IN THE GREATER WASHINGTON AREA AND PROVIDES AN IMPORTANT CONNECTION BETWEEN PERFORMING ARTS ORGANIZATIONS IN THE AREA AND THE COMMUNITY. 5710577 11978 ONLINE RESOURCES - IN ADDITION TO OFFERING EXTENSIVE EDUCATIONAL RESOURCES IN CONJUNCTION WITH THE NATIONAL TELEVISION CONTENT WETA PRODUCERS, WETA'S INTERACTIVE EDUCATIONAL INITIATIVES INCLUDE READINGROCKETS.ORG, A MULTIMEDIA PROJECT THAT HELPS STRUGGLING READERS; COLORINCOLORADO.ORG, A BILINGUAL PROJECT THAT OFFERS RESOURCES, IN BOTH ENGLISH AND SPANISH, FOR PARENTS AND TEACHERS OF ENGLISH-LANGUAGE LEARNERS (ELLS); LDONLINE.ORG, THE LEADING WEBSITE ON LEARNING DISABILITIES AND ADHD FOR PARENTS, TEACHERS AND STUDENTS; ADLIT.ORG, WHICH SUPPORTS THE LITERACY OF ADOLESCENT READERS; AND BRAINLINE.ORG, THE MOST COMPREHENSIVE SOURCE OF BRAIN-INJURY INFORMATION ON THE WEB. IN CONJUNCTION WITH THEIR BROADCAST OFFERINGS, THE STATIONS ARE MAKING AVAILABLE DIGITAL AT-HOME LEARNING TOOLS FROM PBS LEARNING MEDIA DESIGNED FOR PARENTS, CAREGIVERS, TEACHERS, AND CHILDREN. 93416557 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 481 0 1 395 1 1 1 0 0 0 0 1 1 0 0 0 1 0 0 0 X 32 30 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 AL AK AR CA CO CT DC FL GA HI IL KS LA ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X X JASON R DAISEY 7039982778 3939 CAMPBELL AVE ARLINGTON VA 22206 X SHARON PERCY ROCKEFELLER PRESIDENT & CEO 40.00 X X 564370 0 50319 JOSEPH BRUNS SENIOR ADVISOR/TRUSTEE 1.00 X 12408 0 1241 TIMOTHY C COUGHLIN CHAIRMAN 1.00 X X 0 0 0 CATHERINE STEVENS VICE CHAIR & SECRETARY 1.00 X X 0 0 0 ADRIENNE HENSLEY TRUSTEE 1.00 X 0 0 0 ROBERT QUINN TRUSTEE 1.00 X 0 0 0 BRADFORD NORDHOLM TRUSTEE 1.00 X 0 0 0 ELIZABETH LODAL TRUSTEE 1.00 X 0 0 0 ERIC MOTLEY TRUSTEE 1.00 X 0 0 0 GREGORY GALLOPOULOS TRUSTEE 1.00 X 0 0 0 JERRY LIBIN TRUSTEE 1.00 X 0 0 0 JOHN DALTON TRUSTEE 1.00 X 0 0 0 JOHN SCHWIETERS TRUSTEE 1.00 X 0 0 0 KARNA SMALL BODMAN TRUSTEE 1.00 X 0 0 0 KEN ADELMAN TRUSTEE 1.00 X 0 0 0 LAWRENCE NUSSDORF TRUSTEE (THRU 11/20) 1.00 X 0 0 0 MELANIE NUSSDORF TRUSTEE (BEG 11/20) 1.00 X 0 0 0 MARA MAYOR TRUSTEE 1.00 X 0 0 0 MARLENE MALEK TRUSTEE 1.00 X 0 0 0 PAULINE SCHNEIDER TRUSTEE 1.00 X 0 0 0 MARGARET MILNER RICHARDSON TRUSTEE 1.00 X 0 0 0 PETER BUSCEMI TRUSTEE 1.00 X 0 0 0 RENE CARTER TRUSTEE 1.00 X 0 0 0 ROGER KRONE TRUSTEE 1.00 X 0 0 0 RONALD GORDON TRUSTEE 1.00 X 0 0 0 SHIVAM MALLICK SHAH TRUSTEE 1.00 X 0 0 0 SUSAN LEE TRUSTEE 1.00 X 0 0 0 TIMOTHY KEATING TRUSTEE 1.00 X 0 0 0 THOMAS SAYLAK TRUSTEE 1.00 X 0 0 0 ROBERT L SLOAN TRUSTEE 1.00 X 0 0 0 LOREN ALLAN SMITH EX-OFFICIO TRUSTEE 1.00 X 0 0 0 RILEY TEMPLE TRUSTEE 1.00 X 0 0 0 JOHN ULFELDER TRUSTEE 1.00 X 0 0 0 LISA LINDSTROM DELANEY SVP & GENERAL COUNSEL 40.00 X 267984 0 59632 JASON R DAISEY EXECUTIVE VP & COO 40.00 X 348439 0 39660 DAVID C PURVIS SVP & CFO 40.00 X 267673 0 55780 MICHAEL RANCILIO SENIOR VP & GM 40.00 X 278757 0 31468 MIGUEL MONTEVERDE SENIOR VP & GM 40.00 X 271530 0 4400 SARA JUST SENIOR VP & EXECUTIVE PRODUCER 40.00 X 347315 0 28611 JOHN F WILSON SVP & CHIEF NAT'L CONTENT OFFICER 40.00 X 238330 0 47794 THOMAS CHIODO EXECUTIVE PRODUCER 40.00 X 463762 0 34300 JUDY C WOODRUFF ANCHOR & MANAGING EDITOR 40.00 X 622171 0 11643 JEFFREY BROWN SENIOR CORRESPONDENT 40.00 X 310136 0 39160 AMNA WERDEL CHIEF CORRESPONDENT 40.00 X 280093 0 54099 WILLIAM BRANGHAM CORRESPONDANT 40.00 X 280973 0 26330 4553941 0 484437 156 0 1 0 THE MASLOW MEDIA GROUP INC PO BOX 71 CLARKSBURG MD 20871 STAFFING SERVICE 2032839 INTEGRATED DIRECT MARKETING LLC 1250 CONNECTICUT AVE NW 700 WASHINGTON DC 20036 MAILROOM SERVICE 917442 SERVICE MASTER NCR 7551 FORDSON RD ALEXANDRIA VA 22306 COVID DISINFECTION SERVICE 901909 ASSOCIATED PRESS PO BOX 414212 BOSTON MA 022414212 WIRE SERVICE 632842 NIELSEN MEDIA RESEARCH PO BOX 88961 CHICAGO IL 606958951 RESEARCH SERVICE 518008 44 333893 1868115 129486326 3860060 131688334 TELEVISION PROJECTS 900099 3451200 3451200 ANCILLARY REVENUES 900099 597760 597760 RENT 501(C)3 TENANTS 900002 148565 148565 PBNS SALES COMMISSION 900099 143350 143350 PRODUCTION STUDIO RENT 900002 4228 4228 4345103 1116066 1116066 4803628 4803628 572835 423953 148882 148882 148882 939466 7812750 0 7205974 939466 606776 1546242 1546242 41031 29053 11978 11978 WETA MAGAZINE 511120 23100 23100 MISCELLANEOUS REVENUE 900099 8342 8342 31442 143691675 9160709 171982 2670650 679790 679790 2831118 1228282 1602836 34990268 27306827 4388926 3294515 2874171 2275913 343691 254567 3973341 3120061 490197 363083 2441786 1914699 302804 224283 82874 905 81969 112998 112998 987264 987264 55136 55136 1669548 576977 330057 762514 1573804 1007768 566036 3971559 1718690 673303 1579566 3419711 1727707 1690997 1007 486487 484199 715 1573 32941 25970 3685 3286 25167 25167 1730711 1107635 598354 24722 282849 282849 PRODUCTION AND ACQUISIT 42549607 41652182 707178 190247 PUBLIC BROADCASTING SER 6753923 6753923 PROPERTY TAX EXPENSE 478183 131869 346314 MEMBERSHIPS 199781 19185 150331 30265 3772340 1683975 414094 1674271 115975357 93416557 12601601 9957199 24347551 54191319 266647 266739 20905777 22021991 6157358 1638312 28320 28320 1712606 1531088 54100205 43793271 10929430 10306934 33781968 41665345 21993595 27724645 47302125 49094613 167425377 208469306 4806120 6781734 298347 265169 1721779 696491 13502459 13765667 20328705 21509061 X 35924670 46312599 111172002 140647646 147096672 186960245 167425377 208469306 27716318 11438922 708333 0 X 0 1 X 1 1 1 X 87923660 102683316 110557226 109081739 131688334 541934275 87923660 102683316 110557226 109081739 131688334 541934275 4588468 537345807 1435575 1528814 2073081 1338216 1116066 7491752 17659 72262 39912 103602 233435 16548 8120 1485 83669 31442 141264 549800726 23425381 0.97730 0.97350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 52526048 3565972 12834652 724500 68202172 47835912 3052306 3001820 1363990 52526048 44563713 961021 2747024 435846 47835912 42606472 100000 2923952 1066711 44563713 37659843 2143690 4412939 1610000 42606472 0.44000 0.15000 0.41000 0 0 1764469 1764469 7114921 5929918 1185003 9321391 7596769 1724622 33162126 30266584 2895542 2737298 2737298 10306934 TOTAL BOND MKT INDEX INST 12330417 F TOTAL STOCK MKT IDX INST 15367998 F WETA PTMMG, INC. 26230 F 27724645 FILM ASSETS 46757844 DEFERRED COMPENSATION ASSET 2336769 49094613 DEFERRED COMPENSATION LIABILITY 2336769 REFUNDABLE ADVANCES 5402451 DEFERRED GAIN ON SALE OF ASSETS 6026447 13765667 X 156446942 11438922 918475 12357397 144089545 55136 -453006 -397870 143691675 116583369 210142 453006 663148 115920221 55136 55136 115975357 PART V, LINE 4: WETA'S ENDOWMENT IS INTENDED TO SUPPORT PROGRAMMING ACTIVITIES THROUGH AN ANNUAL FUNDING SUPPLEMENT AND/OR APPROPRIATIONS FOR SPECIAL PROGRAM PROJECTS. PART X, LINE 2: WETA IS RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAXES, EXCEPT ON UNRELATED ACTIVITIES, UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3). THE INTERNAL REVENUE SERVICE HAS ALSO DETERMINED THAT WETA IS NOT A PRIVATE FOUNDATION. NEWSHOUR PRODUCTIONS LLC IS A SINGLE MEMBER LLC AND IS A DISREGARDED ENTITY FOR FEDERAL INCOME TAX PURPOSES. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -29,053. RENTAL EXPENSES -423,953. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 29,053. RENTAL EXPENSES 423,953. X X X X X X 1 MINDFUL MEDIA PARTNERS 6326 W 85TH PL LOS ANGELES CA 90045 CONSULTING 0 2975000 185000 2790000 CHARITABLE AUTO RESOURCES INC 8804 BALBOA AVE SAN DIEGO CA 92123 CAR DONATE SERVICES 1 588706 117740 470966 SIGNIA MARKETING LTD 6521 W 91ST AVE WESTMINISTER CO 80031 TELEMARKETING 0 45665 22953 22712 INTEGRATED DIRECT MARKETING LLC 1250 CONNECTICUT AVE NW 200 WASHINGTON DC 20036 CONSULTING 0 0 348000 -348000 BARBARA SIMS INC 9663 MAIN STREET SUITE D FAIRFAX VA 22032 LIST BROKER 0 0 133999 -133999 THE ENGAGE GROUP LLC 7160 COLUMBIA GATEWAY DRIVE SUITE COLUMBIA MD 21046 CONSULTING 0 0 129572 -129572 THE JAMES GROUP LLC 5120 GOULD LA CANADA CA 91011 CONSULTING 0 0 50000 -50000 3609371 987264 2622107 AL AK AR CA CO CT DC FL GA KS KY LA ME MD MA MI MN MO NH NJ NY NC OH OK OR PA RI SC TN UT VA WA WV WI HI IL MS NM NV ND 1 DETROIT PUBLIC TELEVISION 1 CLOVER COURT WIXOM MI 483932247 381440200 501(C)(3) 35900 STATION GRANT MARYLAND PUBLIC BROADCASTING COMMISSION 11767 OWINGS MILLS BLVD OWINGS MILLS MD 211171499 526002033 GOVERNMENTAL 27500 STATION GRANT PUBLIC MEDIA GROUP OF SOUTHERN CALIFORNIA PO BOX 25113 SANTA ANA CA 927995113 952211661 501(C)(3) 25500 STATION GRANT COMMUNITY TELEVISION FOUNDATION OF SOUTH FLORIDA INC DBA WPBT MIAMI FL 33181 590737868 501(C)(3) 25250 STATION GRANT GEORGIA PUBLIC BROADCASTING 260 14TH STREET NW ATLANTA GA 303185360 581496258 501(C)(3) 25000 STATION GRANT WQLN PUBLIC MEDIA PUBLIC BROADCASTING OF NW PA INC 8425 PEACH STREET ERIE PA 165094788 251154116 501(C)(3) 25000 STATION GRANT HOWARD UNIVERSITY TELEVISION 2222 FOURTH STREET NW WASHINGTON DC 20059 530204707 501(C)(3) 22950 STATION GRANT NETNEBRASKA ED TELECOM 1800 NORTH 33RD STREET LINCOLN NE 685031409 237122088 501(C)(3) 21500 STATION GRANT NASHVILLE PUBLIC TELEVISION 161 RAINS AVENUE NASHVILLE TN 37203 621740928 501(C)(3) 19000 STATION GRANT KQED INCNORTHERN CA PUBLIC BROADCASTING INC 2601 MARIPOSA STREET SAN FRANCISCO CA 941101400 941241309 501(C)(3) 19000 STATION GRANT UNIVERSITY OF CENTRAL FLORIDA RESEARCH FOUNDATION INC 12201 RESEARCH PARKWAY SUITE 501 ORLANDO FL 32826 593086453 501(C)(3) 18000 STATION GRANT METROPOLITAN INDIANAPOLIS PUBLIC MEDIA INC 1630 N MERIDIAN STREET INDIANAPOLIS IN 46202 351147600 501(C)(3) 23000 STATION GRANT WINDOW TO THE WORLD 5400 N ST LOUIS CHICAGO IL 60625 362246703 501(C)(3) 18000 STATION GRANT WXXI PUBLIC BROADCASTING COUNCIL 280 STATE STREET ROCHESTER NY 14614 160838086 501(C)(3) 16500 STATION GRANT CASCADE PUBLIC MEDIA 401 MERCER STREET SEATTLE WA 98109 911221895 501(C)(3) 16500 STATION GRANT WESTERN ILLINOIS UNIVERSITY FOUNDATION 1 UNIVERSITY CIRCLE SHERMAN HALL 303 MACOMB IL 61455 376046814 501(C)(3) 16000 STATION GRANT PUBLIC BROADCASTING ATLANTA WABE FM90/WPBA TV30 740 BISMARK ROAD NE ATLANTA GA 30324 582126423 501(C)(3) 14000 STATION GRANT REDWOOD EMPIRE PUBLIC TV INC 7246 HUMBOLDT HILL ROAD EUREKA CA 95503 941658168 501(C)(3) 12500 STATION GRANT WHYY-TV 150 N SIXTH ST PHILADELPHIA PA 19106 231438083 501(C)(3) 12000 STATION GRANT NEW HAMPSHIRE PUBLIC BROADCASTING 18 GARRISON AVENUE DURHAM NH 03824 943443883 501(C)(3) 11500 STATION GRANT PUBLIC TELEVISION 19 INC 125 EAST 31ST STREET KANSAS CITY MO 64108 237114952 501(C)(3) 10500 STATION GRANT THIRTEENWNET 825 EIGHTH AVENUE 14TH FLR NEW YORK NY 100197435 131945149 501(C)(3) 10500 STATION GRANT WGBH EDUCATIONAL FOUNDATION 125 WESTERN AVENUE BOSTON MA 02134 042104397 501(C)(3) 10477 STATION GRANT WSKG PUBLIC TV & RADIO 601 GATES ROAD VESTAL NY 13850 150620345 501(C)(3) 10000 STATION GRANT WQED MULTIMEDIA 4802 FIFTH AVENUE PITTSBURGH PA 15213 251010296 501(C)(3) 10000 STATION GRANT LOUISIANA PUBLIC BROADCASTING 7733 PERKINS ROAD BATON ROUGE LA 70810 721233347 501(C)(3) 10000 STATION GRANT TWIN CITIES PUBLIC TV 172 EAST 4TH STREET ST PAUL MN 55101 410769851 501(C)(3) 10000 STATION GRANT IDEASTREAM 1375 EUCLID AVENUE CLEVELAND OH 44039 341943865 501(C)(3) 10000 STATION GRANT ALASKA PUBLIC TELECOMMUNICATIONS INC 3877 UNIVERSITY DRIVE ANCHORAGE AK 99508 237394629 501(C)(3) 10000 STATION GRANT CAPITAL OF TEXAS PUBLIC TELECOMMUNICATIONS COUNCIL PO BOX 7158 AUSTIN TX 787137158 757126012 501(C)(3) 9323 STATION GRANT STATE OF IDAHO 1455 N ORCHARD STREET BOISE ID 837062239 826000952 501(C)(3) 8000 STATION GRANT NORTHEASTERN PENNSYLVANIA EDUCATIONAL EDUCATIONAL TELEVISION ASSOCIATION 100 WVIA WAY PITTSTON PA 18640 231663603 501(C)(3) 8000 STATION GRANT OHIO UNIVERSITY WUSOC 276 ATHENS OH 45701 316402113 501(C)(3) 8000 STATION GRANT MISSISSIPPI PUBLIC BROADCASTING 3825 RIDGEWOOD RD JACKSON MS 39211 640501333 GOVERNMENTAL 7500 STATION GRANT CENTRAL WYOMING COLLEGE 2660 PECK AVENUE RIVERTON WY 82501 830206286 501(C)(3) 7500 STATION GRANT UNIVERSITY OF UTAH 101 S WASATCH DR ROOM 215 SALT LAKE CITY UT 841121792 876000525 501(C)(3) 7500 STATION GRANT UNC CENTER FOR PUBLIC TV 10 TW ALEXANDER DRIVE RESEARCH TRIANGLE PARK NC 27709 566172047 GOVERNMENTAL 7500 STATION GRANT CLARK COUNTY SCHOOL DISTRICT 3050 E FLAMINGO LAS VEGAS NV 89121 886000030 501(C)(3) 7500 STATION GRANT KENTUCKY EDUCATIONAL TELEVISION FOUNDATION INC 600 COOPER DR LEXINGTON KY 40502 610722558 501(C)(3) 7000 STATION GRANT NORTH TEXAS PUBLIC BROADCASTING INC 3000 HARRY HINES BLVD DALLAS TX 75201 752084961 501(C)(3) 6750 STATION GRANT NORTHERN CALIFORNIA EDUCATIONAL TELEVISION ASSOCIATION 603 NORTH MARKET STREET REDDING CA 96003 941569300 501(C)(3) 6500 STATION GRANT HAMPTON ROADS EDUCATIONAL TELECOMMUNICATIONS ASSOCIATION 5200 HAMPTON BLVD NORFOLK VA 235081507 540843118 501(C)(3) 6500 STATION GRANT CENTRAL MICHIGAN UNIVERSITY 104 WARRINER HALL MT PLEASANT MI 48859 386004447 501(C)(3) 6000 STATION GRANT STATE OF ARKANSAS 350 SOUTH DONAGHEY AVENUE CONWAY AR 72034 710847443 501(C)(3) 6000 STATION GRANT NEW MEXICO COMMUNITY FOUNDATION 135 WEST PALACE AVENUE SANTA FE NM 87501 850311210 501(C)(3) 6000 STATION GRANT NORTH CAROLINA PUBLIC TELEVISION FOUNDATION INC 10 UNC TV DRIVE RESEARCH TRIANGLE PARK NC 27709 581720178 501(C)(3) 5500 STATION GRANT 46 0 PART I, LINE 2: WETA MONITORS THE USE OF GRANT FUNDS BY REQUIRING INTERIM AND FINAL PERFORMANCE REPORTING IN BOTH NARRATIVE AND FINANCIAL FORM FROM GRANT RECIPIENTS. THE REPORTS ARE REVIEWED TO ENSURE COMPLIANCE AND THAT THEY MEET THE GRANT REQUIREMENTS. X X X X 0 0 0 1 0 0 0 0 0 JUDY C WOODRUFF ANCHOR & MANAGING EDITOR 615373 0 0 0 6798 0 0 0 11643 0 633814 0 0 0 SHARON PERCY ROCKEFELLER PRESIDENT & CEO 559426 0 0 0 4944 0 28500 0 21819 0 614689 0 0 0 THOMAS CHIODO EXECUTIVE PRODUCER 205654 0 251250 0 6858 0 20962 0 13338 0 498062 0 0 0 JASON R DAISEY EXECUTIVE VP & COO 348439 0 0 0 0 0 28500 0 11160 0 388099 0 0 0 SARA JUST SENIOR VP & EXECUTIVE PRODUCER 346156 0 0 0 1159 0 28500 0 111 0 375926 0 0 0 JEFFREY BROWN SENIOR CORRESPONDENT 306572 0 0 0 3564 0 28500 0 10660 0 349296 0 0 0 AMNA WERDEL CHIEF CORRESPONDENT 279553 0 0 0 540 0 27000 0 27099 0 334192 0 0 0 LISA LINDSTROM DELANEY SVP & GENERAL COUNSEL 266964 0 0 0 1020 0 27810 0 31822 0 327616 0 0 0 DAVID C PURVIS SVP & CFO 267673 0 0 0 0 0 24601 0 31179 0 323453 0 0 0 MICHAEL RANCILIO SENIOR VP & GM 278115 0 0 0 642 0 28144 0 3324 0 310225 0 0 0 WILLIAM BRANGHAM CORRESPONDANT 279731 0 0 0 1242 0 26219 0 111 0 307303 0 0 0 JOHN F WILSON SVP & CHIEF NAT'L CONTENT OFFICER 238328 0 0 0 2 0 16423 0 31371 0 286124 0 0 0 MIGUEL MONTEVERDE SENIOR VP & GM 270288 0 0 0 1242 0 4289 0 111 0 275930 0 0 0 PART I, LINE 5 THE COMPENSATION FOR EXECUTIVE PRODUCER, SPECIAL PROJECTS INCLUDES INCENTIVE PAYMENTS TIED TO AMOUNT OF REVENUE RAISED FOR WETA PROJECTS. X 436 470966 CARS REPORT. SEE PART II X 133 3389094 ML REPORT. SEE PART II 0 0 1 1 PART I, COLUMN (B): CARS - REPORTING THE NUMBER OF ITEMS RECEIVED SECURITIES - REPORTING THE NUMBER OF CONTRIBUTIONS PART I, LINE 32B: CARS AND OTHER VEHICLES: WETA USES A REPORT GENERATED BY THE CAR DONATION SERVICE VENDOR, CHARITABLE AUTO RESOURCES, INC. TO DETERMINE THE NONCASH CONTRIBUTION AMOUNTS FOR THE VEHICLES. STOCK: WETA USES MERRILL LYNCH TO SELL NONCASH STOCK CONTRIBUTIONS. FROM TIME TO TIME, WETA RECEIVES MUTUAL FUND SHARES WHICH ARE SOLD BY MUTUAL FUND COMPANIES ON WETA'S BEHALF. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FORM 990 UNDERGOES A NUMBER OF INTERNAL AND EXTERNAL REVIEWS BEFORE IT IS FILED WITH THE IRS. THE RETURN IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM IN COLLABORATION WITH THE CONTROLLER, THEN REVIEWED BY THE MOST SENIOR FINANCE OFFICER AND MANAGEMENT. THE 990 IS REVIEWED BY THE AUDIT COMMITTEE AND THE FINANCE & BUDGET COMMITTEE PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICTS OF INTEREST POLICY APPLIES TO: (I) TRUSTEES WHO ARE ENTITLED TO VOTE ON THE BOARD OF TRUSTEES, (II) PRINCIPAL OFFICERS OF WETA, INCLUDING WITHOUT LIMITATION THE PRESIDENT, CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER, (III) AND MEMBERS OF BOARD-DELEGATED COMMITTEES. THERE IS A SEPARATE CONFLICT OF INTEREST POLICY FOR EMPLOYEES IN THE OVERALL CODE OF CONDUCT POLICY. AN INTERESTED PERSON PROMPTLY SHALL DISCLOSE TO WETA ANY TRANSACTION OR PROPOSED TRANSACTION WITH WETA OF WHICH HE OR SHE IS AWARE: (A) TO WHICH SUCH INTERESTED PERSON OR A RELATED PERSON IS A PARTY, REGARDLESS OF THE DOLLAR AMOUNT OF THE TRANSACTION, OR (B) WITH AN ORGANIZATION WITH WHICH SUCH INTERESTED PERSON OR A RELATED PERSON HAS AN AFFILIATION AND IN WHICH THE AMOUNT INVOLVED IN THE TRANSACTION EXCEEDS OR IS LIKELY TO EXCEED $5,000. IN ADDITION, DISCLOSURE SHALL BE MADE BY EACH INTERESTED PERSON UPON ELECTION, APPOINTMENT OR INITIAL EMPLOYMENT, AS THE CASE MAY BE, AND ANNUALLY THEREAFTER ON OR ABOUT THE TIME OF THE ANNUAL MEETING, BY COMPLETING AND SUBMITTING THE DISCLOSURE FORM. ALL DISCLOSURES UNDER THIS CONFLICTS OF INTEREST POLICY SHALL BE DIRECTED TO THE CHIEF OPERATING OFFICER WHO, IN CONSULTATION WITH THE GENERAL COUNSEL, SHALL BE RESPONSIBLE FOR THE ADMINISTRATION OF THIS POLICY. THE WRITTEN MINUTES OF THE BOARD OR COMMITTEE MEETING WILL INCLUDE A GENERAL DESCRIPTION OF ANY TRANSACTION THAT WAS APPROVED AND THE BASIS FOR THE APPROVAL, THE INFORMATION CONSIDERED BY THE BOARD OR COMMITTEE BEFORE VOTING ON THE TRANSACTION AND HOW THAT INFORMATION WAS OBTAINED, AND THE MEMBERS OF THE BOARD OR COMMITTEE WHO WERE PRESENT FOR THE DISCUSSION AND THE VOTE. IF THE BOARD OR COMMITTEE DETERMINES THAT A TRANSACTION SHOULD NOT BE APPROVED, THE WRITTEN MINUTES WILL REFLECT THE REASONS FOR ITS DETERMINATION AND ITS RECOMMENDATION, IF ANY. THE MINUTES SHALL BE RECORDED BEFORE THE NEXT MEETING OF THE BOARD OR COMMITTEE, AND REVIEWED AND APPROVED AT THAT MEETING. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S CEO, OR TOP MANAGEMENT OFFICIAL: COMPENSATION FOR WETA'S OFFICERS IS REVIEWED AND APPROVED ANNUALLY BY WETA'S COMPENSATION COMMITTEE AND BOARD OF TRUSTEES WITH AN EXTERNAL CONSULTANT BASED UPON COMPARABLE MARKET INFORMATION. THIS ANNUAL COMPENSATION REVIEW IS DOCUMENTED. THE PROCESS FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S OFFICERS OR KEY EMPLOYEES: COMPENSATION FOR WETA'S KEY EMPLOYEES IS REVIEWED BY WETA OFFICERS USING EXTERNAL MARKET INFORMATION. COMPENSATION REVIEWS ARE DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE ON THE INTERNAL WEBSITE. THE FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST, ON OUR WEBSITE, AS WELL AS ON GUIDESTAR. THESE DOCUMENTS ARE AVAILABLE FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH BY SECTION 6104(D). FORM 990, PART VII, SECTION A: HOURS REFLECTED FOR EMPLOYEES ARE THE STANDARD HOURS PER WEEK AND NOT ACTUAL HOURS WORKED. NEWSHOUR PRODUCTIONS LLC 2775 SOUTH QUINCY STREET ARLINGTON VA 22206 465682322 PBS NEWSHOUR VA 39128335 15346741 WETA WETACOM INC 3939 CAMPBELL AVENUE ARLINGTON VA 22206 521537263 FOR PROFIT PROD (INACTIVE SINCE 2002) DC WETA C 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0