2022-11-03T07:51:23-05:00 2021-12-31 871353108 EISNER ADVISORY GROUP LLC 733 THIRD AVENUE NEW YORK NY 100172703 990 2021-01-01 237396384 WORLD EDUCATION SERVICES INC WORL 2122197307 ONE BATTERY PARK PLAZA NEW YORK NY 10004 JOHN VERMAATEN CEO & EXEC. DIR. 2122197307 2022-11-02 1 JOHN VERMAATEN 999009999 CANDICE METH P01306891 2129498700 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z ESTHER T BENJAMIN ONE BATTERY PARK PLAZA NEW YORK NY 10004 135341422 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 15 291 15 0 0 2210038 315841 90727512 102853117 11178527 4450707 17921 12361 104133998 107632026 5307442 4543474 0 0 44862262 43855957 0 0 0 18843498 22794460 69013202 71193891 35120796 36438135 182177798 221911530 34823862 30263633 147353936 191647897 WES HELPS PEOPLE LEARN, WORK, AND THRIVE IN NEW PLACES AND HELPS SOCIETY RECOGNIZE THE VALUE OF PEOPLE'S EDUCATION AND EXPERIENCE. 0 0 48602491 102853117 CREDENTIAL EVALUATION PRODUCTION:WES EVALUATES ACADEMIC CREDENTIALS FROM MORE THAN 48,000 INSTITUTIONS IN 203 COUNTRIES AND TERRITORIES AROUND THE WORLD. WES'S INDUSTRY-STANDARD REPORTS ARE RECOGNIZED BY THOUSANDS OF ACADEMIC INSTITUTIONS, LICENSING BODIES, AND EMPLOYERS THROUGHOUT THE UNITED STATES OF AMERICA AND CANADA. IN 2021, WES EVALUATED CREDENTIAL EVALUATIONS FOR: IMMIGRATION (71%), EDUCATION (22%), EMPLOYMENT (3%), AND PROFESSIONAL LICENSING (4%). 4633231 575000 GLOBAL TALENT BRIDGE:WES GLOBAL TALENT BRIDGE ("GTB") IS DEDICATED TO HELPING SKILLED IMMIGRANTS FULLY UTILIZE THEIR TALENTS AND EDUCATION IN THE UNITED STATES OF AMERICA AND CANADA. GTB JOINS INSTITUTIONAL PARTNERS, COMMUNITY-BASED ORGANIZATIONS, AND POLICYMAKERS TO HELP SKILLED IMMIGRANTS USE THEIR SKILLS, LEVERAGE THEIR TRAINING, AND ACHIEVE THEIR ACADEMIC AND PROFESSIONAL GOALS. 5565987 3968474 GRANTMAKING: THE MARIAM ASSEFA FUND:THE WES MARIAM ASSEFA FUND SEEKS TO CATALYZE ECONOMIC INCLUSION, OPPORTUNITIES, AND MOBILITY IN SUPPORT OF IMMIGRANTS AND REFUGEES IN THE UNITED STATES OF AMERICA AND CANADA. THROUGH GRANT MAKING, IMPACT INVESTING, PARTNERSHIPS, AND FIELD-BUILDING, THE MARIAM ASSEFA FUND SUPPORTS EFFORTS TO BRING ABOUT INCLUSIVE ECONOMIES AND TO ENSURE THAT ALL IMMIGRANTS AND REFUGEES CAN ACHIEVE THEIR GOALS AND THRIVE. 58801709 1 1 0 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 79 0 1 291 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 JOHN VERMAATEN 2122197307 ONE BATTERY PARK PLAZA NEW YORK NY 10004 HANS DE WIT CHAIR 2.00 X X 0 0 0 LYNN SHOTWELL VICE CHAIR 1.00 X X 0 0 0 AUDREY HENDLEY TREASURER 1.00 X X 0 0 0 HELEN HAYWARD SECRETARY 1.00 X X 0 0 0 SAMUEL ARTMANN TRUSTEE 1.00 X 0 0 0 ANN BULLER TRUSTEE 1.00 X 0 0 0 MISHA ESIPOV TRUSTEE 1.00 X 0 0 0 SIDNEY R HARGO 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 FERIDUN HAMDULLAHPUR TRUSTEE 1.00 X 0 0 0 MARYANA ISKANDER 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 ESTHER T BENJAMIN CEO & EXEC. DIR. 40.00 X 601295 0 48618 PAUL FELTMAN DEP. EX. DIR. GTB 40.00 X 310978 0 55291 SHAMIRA MADHANY MAN. DIR, CAN & DEP. EX. DIR. 40.00 X 291503 0 5728 JOHN VERMAATEN CFO, AS OF 2/2021 40.00 X 275397 0 3328 CHERYL TOTO COO 40.00 X 269684 0 29274 MONICA MUNN MANAGING DIR. OF PHILANTHROPY 40.00 X 250934 0 21502 ASTRID VERMEER CFO, THRU 1/2021 40.00 X 159003 0 7344 BIREN SHAH CTO 40.00 X 276794 0 48075 HOLLY SANDERS SR. DIR. OF GLOBAL OPS. 40.00 X 270429 0 42062 MEGAN BLACKBURN SR. DIR, STR & PLAN, COS 40.00 X 232284 0 42569 BEKA TAVARTKILADZE SR. DIR, GLOB. EDU.&KNOW. 40.00 X 216229 0 16491 JILL HANDY SR.DIR. OF HR 40.00 X 204512 0 20338 NEGASH YUSUF CXC EVALUATOR 40.00 X 259368 0 18156 NEJAT AHMED SR. DIR. & CONTROLLER 40.00 X 237828 0 52264 YUKI INOUE CXC EVALUATOR 40.00 X 231681 0 16480 SHANNON CRADDOCK SR. DIR. STRATEGIC COMM. 40.00 X 228332 0 22725 ERNEST WURZBACH DIR, OF TECH. INFRA, OPS. & SEC. 40.00 X 227770 0 23158 4544021 0 473403 107 0 1 0 AMERICAN CUSTOMER CARE INC 225 NORTH MAIN ST SUITE 500 BRISTOL CT 06010 OUTSOURCE CALL CENTR 2775744 ALVAREZ & MARSAL HOLDINGS LLC 600 MADISON AVE NEW YORK NY 10022 PROJECT MANAGEMENT 821048 CPRIME INC 115 E MAPLE AVE LANGHORNE PA 19047 BUSINESS CONSULTANT 569697 TBT MANAGEMENT CONS LLC PO BOX 356 ISLIP NY 11751 MANAGEMENT CONSULTANT 290830 KORN FERRY HAY GROUP INC NW 5854 PO BOX 1450 MINNEAPOLIS MN 55485 RECRUITMENT 211773 14 315841 315841 CREDENTIAL EVALUATIONS 611710 102853117 102853117 102853117 235823 235823 31924280 27709396 4214884 4214884 4214884 OTHER INCOME 900099 12361 12361 12361 107632026 102865478 0 4450707 2617708 2617708 1925766 1925766 4083927 2239918 1844009 31980125 26248024 5732101 2090148 1734823 355325 3157041 2620344 536697 2544716 2112114 432602 357695 85544 272151 178280 178280 51779 51779 7325 7325 4266201 3507209 758992 837620 569065 268555 627461 189622 437839 1233054 1161751 71303 1641414 1395202 246212 187600 72182 115418 1168114 923671 244443 79927 79927 POSTAGE AND PRINTING 3766523 3766167 356 RECRUITMENT AND CALL CE 3746318 3465684 280634 CREDIT CARD AND BANK FE 2403692 2380861 22831 REPAIRS AND MAINTENANCE 1867440 1658312 209128 374017 75963 298054 71193891 58801709 12392182 0 864036 2408995 44482018 42246259 163297 116825 177589 67063 1037510 1050216 4110824 3332809 1205867 778015 38338314 8459149 93867515 164983618 750000 1250000 1291652 551390 182177798 221911530 8119226 9825841 2302946 599441 23879176 19443433 522514 394918 34823862 30263633 X 147170119 191531072 183817 116825 147353936 191647897 182177798 221911530 X 36438135 8065996 -210170 X 0 1 X 1 0 X 1875 0 643750 2210038 315841 3171504 54342402 70033928 82893585 90727512 102853117 400850544 54344277 70033928 83537335 92937550 103168958 404022048 0 0 0 404022048 1305032 1980399 696047 550974 235823 4768275 1305032 1980399 696047 550974 235823 4768275 12136 26876 83836 17921 12361 153130 55661445 72041203 84317218 93506445 103417142 408943453 0.98800 0.98310 0.01170 0.01650 X SCHEDULE A, PART III, LINE 12, OTHER INCOME: OTHER INCOME CONSISTS OF AMERICAN EXPRESS PURCHASING CARD CASH REWARDS AND OTHER VARIOUS MISCELLANEOUS INCOME. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8997 42782 51779 58749930 58801709 1000000 250000 0 0 1000000 1000000 2000000 3000000 3622 51779 55401 250000 250000 500000 750000 2200 8997 11197 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 2021, 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 POLICY MAKERS AND ADVOCATED FOR LEGISLATION THAT IMPLEMENTED INCLUSIVE POLICIES THAT WOULD NOT DETER U.S. COLLEGES AND UNIVERSITIES FROM RECRUITING INTERNATIONAL STUDENTS. 1623252 995408 627844 1713177 1563006 150171 774395 774395 0 778015 LIMITED PARTNERSHIP 164983618 F 164983618 DEFERRED RENT 394918 394918 X 115480527 8065996 -210170 7855826 107624701 7325 7325 107632026 71186566 0 71186566 7325 7325 71193891 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 FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FOREIGN CURRENCY TRANSLATION LOSS OF $210,170. 1 NORTH AMERICA 1 126 PROGRAM SERVICES EVALUATIONS 16105742 NORTH AMERICA 1 126 GRANTMAKING 1925766 2 252 0 0 2 252 18031508 0 18031508 NORTH AMERICA 19215 WIRE 0 FMV NORTH AMERICA 25083 WIRE 0 FMV NORTH AMERICA 146187 WIRE 0 FMV NORTH AMERICA 30778 WIRE 0 FMV NORTH AMERICA 15000 WIRE 0 FMV NORTH AMERICA 107687 WIRE 0 FMV NORTH AMERICA 15024 WIRE 0 FMV NORTH AMERICA 15060 WIRE 0 FMV NORTH AMERICA 15144 WIRE 0 FMV NORTH AMERICA 15002 WIRE 0 FMV NORTH AMERICA 79949 WIRE 0 FMV NORTH AMERICA 180300 WIRE 0 FMV NORTH AMERICA 158065 WIRE 0 FMV NORTH AMERICA 10000 WIRE 0 FMV NORTH AMERICA 21325 WIRE 0 FMV NORTH AMERICA 15000 WIRE 0 FMV NORTH AMERICA 159008 WIRE 0 FMV NORTH AMERICA 166985 WIRE 0 FMV NORTH AMERICA 15027 WIRE 0 FMV NORTH AMERICA 6945 WIRE 0 FMV NORTH AMERICA 646047 WIRE 0 FMV NORTH AMERICA 15083 WIRE 0 FMV NORTH AMERICA 7825 WIRE 0 FMV NORTH AMERICA 15000 WIRE 0 FMV NORTH AMERICA 15027 WIRE 0 FMV 25 0 1 0 0 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.) TRANSLATED INTO U.S. DOLLARS. THE EXPENDITURES HAVE BEEN REPORTED ON THE ACCRUAL BASIS. PART III ACCOUNTING METHOD: 1 ACTION RESEARCH COLLABORATIVE INC 2400 DAVIDSON AVENUE A23 BRONX NY 10468 825252889 501(C)(3) 150000 0 EMPLOYER PRACTICES FUNDING ROUND AFRICAN BRIDGE NETWORK INC 258 DERBY STREET UNIT 1 NEWTON MA 02465 474507235 501(C)(3) 175000 0 SIIP DEMO PARTICIPANT BUILDING SKILLS PARTNERSHIP 828 W WASHINGTON BLVD LOS ANGELES CA 90015 261254255 501(C)(3) 15000 0 COVID EMERGENCY GRANT CENTER FOR FAMILY LIFE IN SUNSET PARK 443 39TH STREET BROOKLYN NY 11232 851058164 501(C)(3) 15000 0 VACCINE EQUITY FUNDING INITIATIVE CENTER FOR LAND-BASED LEARNING 40140 BEST RANCH ROAD WOODLAND CA 95776 680472121 501(C)(3) 150000 0 EMPLOYER PRACTICES FUNDING ROUND CENTREVILLE IMMIGRATION FORUM PO BOX 81 CENTREVILLE VA 20122 463065114 501(C)(3) 17132 0 OPPORTUNITY CHALLENGE FUND CENTER FOR THE INTEGRATION AND ADVANCEMENT OF NEW AMERICANS INC 31-09 NEWTOWN AVENUE SUITE 411 ASTORIA NY 11102 743184835 501(C)(3) 10000 0 FUND AMBASSADORS BUDGET CIRCLE OF HEALTH INTERNATIONAL 411 W MONROE STREET AUSTIN TX 78704 651213326 501(C)(3) 20000 0 OPPORTUNITY CHALLENGE FUND CODE THE DREAM 315 CALVIN RD RALEIGH NC 27605 263275886 501(C)(3) 45000 0 OPPORTUNITY CHALLENGE FUND COMMUNITY INCLUSION & DEVELOPMENT ALLIANCE INC 38-50 BELL BLVD SUITE A2 BAYSIDE NY 11361 814707052 501(C)(3) 15000 0 FUND AMBASSADORS BUDGET INTERNATION RESCUE COMMITTEE INC 122 E 42ND ST 12TH FLOOR NEW YORK NY 10168 135660870 501(C)(3) 25000 0 TO SUPPORT AFGHAN REFUGEES DUE TO HUMANITARIAN CRISIS ELENA'S LIGHT INC 81 PATTERN RD NORTH HAVEN CT 06473 831478461 501(C)(3) 10000 0 FUND AMBASSADORS BUDGET FILIPINO MIGRANT CENTER PO BOX 9086 LONG BEACH CA 90810 320308477 501(C)(3) 10000 0 FUND AMBASSADORS BUDGET GARMENT WORKER CENTER 1250 S LOS ANGELES ST 213 LOS ANGELES CA 90015 810622327 501(C)(3) 150000 0 EMPLOYER PRACTICES FUNDING ROUND HOPE FOR HAITI 1021 5TH AVE N NAPLES FL 34102 593564329 501(C)(3) 10000 0 TO SUPPORT HAITI DUE TO HUMANITARIAN CRISIS INCLUSIVE ACTION FOR THE CITY 333 S HOPE STREET 43RD FLOOR LOS ANGELES CA 90071 270584116 501(C)(3) 15000 0 OPPORTUNITY CHALLENGE FUND JEWISH VOCATIONAL SERVICE INC 75 FEDERAL STREET 3RD FLOOR BOSTON MA 02110 042104357 501(C)(3) 150000 0 EMPLOYER PRACTICES FUNDING ROUND LA PLAZA DE ENCUENTRO 714 4TH ST SW ALBUQUERQUE NM 87102 272016727 501(C)(3) 15000 0 OPPORTUNITY CHALLENGE FUND MANY LANGUAGES ONE VOICE 3166 MOUNT PLEASANT STREET WASHINGTON DC 20010 274415158 501(C)(3) 15000 0 OPPORTUNITY CHALLENGE FUND NATIONAL FUND FOR WORKFORCE SOLUTIONS 1250 CONNECTICUT AVENUE NW WASHINGTON DC 20036 475172476 501(C)(3) 150000 0 EMPLOYER PRACTICES FUNDING ROUND NATIONAL PARTNERSHIP FOR NEW AMERICANS 1805 S ASHLAND AVE CHICAGO IL 60608 453419142 501(C)(3) 15000 0 COVID EMERGENCY GRANT NCTNWORLD EDUCATION 44 FARNSWORTH STREET BOSTON MA 02210 131804349 501(C)(3) 100000 0 COVID EMERGENCY GRANT NEVADA GOVERNOR'S OFFICE FOR NEW AMERICANS 101 N CARSON STREET SUITE 4 CARSON CITY NV 89701 886000022 501(C)(3) 75000 0 SIIP DEMO PARTICIPANT NO ONE LEFT BEHIND 11439 FRAMINGHAM DR CINCINNATTI OH 45240 812729743 501(C)(3) 10000 0 TO SUPPORT AFGHAN REFUGEES DUE TO HUMANITARIAN CRISIS OFFICE OF GLOBAL MICHIGAN 3026 W GRAND BLVD SUITE 2-750 DETROIT MI 48202 386000134 501(C)(3) 75000 0 SIIP DEMO PARTICIPANT PIONEER VALLEY WORKERS CENTER 20 HAMPTON AVE SUITE 200 NORTHAMPTON MA 01060 824732798 501(C)(3) 21600 0 OPPORTUNITY CHALLENGE FUND RESTORE EDUCATION 4205 SAN PEDRO AVENUE SAN ANTONIO TX 78212 262966263 501(C)(3) 75000 0 SIIP DEMO PARTICIPANT ROCKEFELLER PHILANTHROPY ADVISORS INC 6 W 48TH STREET 10TH FLOOR NEW YORK NY 10036 133615533 501(C)(3) 100000 0 COMMUNITY SPONSORSHIP HUB TECHEQUITY COLLABORATIVE 1120 PINE ST MARTINEZ CA 94553 851685217 501(C)(3) 150000 0 EMPLOYER PRACTICES FUNDING ROUND THE URBAN INSTITUTE 500 LENFANT PLAZA SW WASHINGTON DC 20024 520880375 501(C)(3) 78976 0 URBAN INSTITUTE SUPPLEMENT UPWARDLY GLOBAL 582 MARKET ST SUITE 1207 SAN FRANCISCO CA 94104 943346127 501(C)(3) 300000 0 COVID EMERGENCY GRANT WASHINGTON ACADEMY FOR INTERNATIONAL MEDICAL GRADUATES 3100 S 208TH STREET APT J202 SEATAC WA 98198 834541708 501(C)(3) 175000 0 SIIP DEMO PARTICIPANT WELCOMING AMERICA 171 17TH ST NW SUITE 2100 ATLANTA GA 30363 271049805 501(C)(3) 110000 0 COVID EMERGENCY GRANT 33 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. X 1 1 X X X X 1 1 0 0 0 0 0 1 0 ESTHER T BENJAMIN CEO & EXEC. DIR. 429295 0 172000 0 0 0 15481 0 33137 0 649913 0 0 0 PAUL FELTMAN DEP. EX. DIR. GTB 270778 0 40200 0 0 0 19505 0 35786 0 366269 0 0 0 BIREN SHAH CTO 230094 0 46700 0 0 0 18991 0 29084 0 324869 0 0 0 HOLLY SANDERS SR. DIR. OF GLOBAL OPS. 210429 0 60000 0 0 0 17684 0 24378 0 312491 0 0 0 CHERYL TOTO COO 246284 0 23400 0 0 0 19218 0 10056 0 298958 0 0 0 SHAMIRA MADHANY MAN. DIR, CAN & DEP. EX. DIR. 239665 0 51838 0 0 0 5728 0 0 0 297231 0 0 0 NEJAT AHMED SR. DIR. & CONTROLLER 202828 0 35000 0 0 0 16728 0 35536 0 290092 0 0 0 JOHN VERMAATEN CFO, AS OF 2/2021 275397 0 0 0 0 0 3328 0 0 0 278725 0 0 0 NEGASH YUSUF CXC EVALUATOR 259368 0 0 0 0 0 18156 0 0 0 277524 0 0 0 MEGAN BLACKBURN SR. DIR, STR & PLAN, COS 193984 0 38300 0 0 0 16033 0 26536 0 274853 0 0 0 MONICA MUNN MANAGING DIR. OF PHILANTHROPY 205934 0 45000 0 0 0 17820 0 3682 0 272436 0 0 0 SHANNON CRADDOCK SR. DIR. STRATEGIC COMM. 185132 0 43200 0 0 0 15983 0 6742 0 251057 0 0 0 ERNEST WURZBACH DIR, OF TECH. INFRA, OPS. & SEC. 202770 0 25000 0 0 0 16416 0 6742 0 250928 0 0 0 YUKI INOUE CXC EVALUATOR 231681 0 0 0 0 0 16480 0 0 0 248161 0 0 0 BEKA TAVARTKILADZE SR. DIR, GLOB. EDU.&KNOW. 168379 0 47850 0 0 0 16491 0 0 0 232720 0 0 0 JILL HANDY SR.DIR. OF HR 170512 0 34000 0 0 0 14710 0 5628 0 224850 0 0 0 ASTRID VERMEER CFO, THRU 1/2021 44420 0 0 0 114583 0 2163 0 5181 0 166347 0 0 0 PART I, LINES 4A-B AS NOTED IN PART II COLUMN B (III) - ONE EMPLOYEE RECEIVED SEVERANCE DURING 2021. PART I, LINE 4B: THE DEPUTY EXECUTIVE DIRECTOR FOR GLOBAL TALENT POLICY AND PROGRAMS, SENIOR DIRECTOR OF MARIAM ASSEFA FUND, AND THE SENIOR DIRECTOR OF KNOWLEDGE MANAGEMENT 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. 57915 SALARY 0 JILL SANDERS SEE SUPP. INFO. 152616 SALARY 0 PART IV, LINES 1 AND 2: TWO RELATIVES OF HOLLY SANDERS, A KEY EMPLOYEE OF THE ORGANIZATION AND ITS SR. DIR. OF GLOBAL OPS., RECEIVED EMPLOYEE COMPENSATION AND BENEFITS FROM THE ORGANIZATION IN 2021. 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 THEN SENT TO EACH MEMBER OF THE FINANCE AND AUDIT COMMITTEE FOR REVIEW. FOLLOWING REVIEW BY THE FINANCE AND AUDIT COMMITTEE, 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 XI, LINE 9: FOREIGN CURRENCY TRANSLATION LOSS -210,170.