2021-05-13T12:13:07-07:00 2020-06-30 366055558 Grant Thornton LLP 1000 Wilson Blvd Arlington VA 22209 990 2019-07-01 030179592 WORLD LEARNING INC WORL 8022577751 1 Kipling Road PO Box 676 Brattleboro VT 05302 Konstantin Lomidze CFAO & Senior VP of Finance 2024645244 2021-05-13 1 Mary Torretta P00847851 7038477659 2021-05-13 2019 2022-09-23 18:48:47Z Carol Jenkins 1015 15th Street NW 9th Floor Washington DC 20005 110928344 0 X www.worldlearninginc.org X 1932 VT To work globally to enhance the capacity and commitment of individuals, institutions, and communities to create a more sustainable, peaceful, and just world. 18 17 606 2 -2272 -167785 1477451 3993878 114463065 102484617 678623 489201 383472 104317 117002611 107072013 11577765 12267594 0 0 41529467 36323902 27630 5000 1747055 67213306 58044967 120348168 106641463 -3345557 430550 73323253 66805945 26774592 18892838 46548661 47913107 World Learning Inc., founded in 1932, is a nonprofit organization that envisions a just world of engaged citizens and thriving communities. Our mission is to empower people and strengthen institutions through education, exchange and development programs that will make this vision a reality. Educational initiatives provide knowledge and skills, and create personal connections to bridge cultural differences. Locally driven international development projects build the foundations of citizen participation in under-represented communities around the world. By connecting people through experiential learning and opportunities to practice what the Organization teaches, World Learning has created a global network of more than 100,000 students and alumni, faculty, staff, and in-country partners working together to inspire and lead effective social change. 0 0 55600900 8825590 58829609 Global Development and Exchange - For more than twenty-five years, World Learning has worked to bridge the gap between the desire for human development and the ability to achieve that goal. This year, in more than 20 countries around the globe, our programs build the capacity of individuals, communities, and institutions to take ownership of their own development, secure just and effective policies and structures, and create sustainable positive change. Activities include supporting Tech Camps for youth in Algeria, assisting primary schools in Lebanon, and supporting STEM education in Egypt. Each year in the US we provide more than 2,000 youth and professionals from 144 different countries with exchange and training programs on a variety of subjects, including business, education, agriculture, media, politics, health, and leadership. Our approach to development employs strong local partnerships and uses experiential methods grounded in the organization's more than 80 years of teacher training to provide the tools needed for improved awareness and attitudes aligned with enhanced knowledge and skills. Our theory of change is grounded in the belief that these tools can be and will be applied and reapplied to address the most pressing global and local development challenges of youth leadership; workforce development; the marginalization of disadvantaged groups; literacy and access to quality education; and government accountability. World Learning's core competencies are: 1) Education, 2) Youth Leadership, 3) International Exchange, and 4) Local Institutional Strengthening & Training. We are funded by various private and institutional donors including the US Department of State and the United States Agency for International Development. Learn more at: https://www.worldlearning.org/what-we-do/. 21995589 1685738 29288977 Study Abroad - A pioneer in experiential, field-based study abroad, WL offers semester, summer, and custom term programs for undergraduate students in over 40 countries worldwide, as well as comparative programs in multiple locations. Our program mission: Prepare students to be inter-culturally effective leaders, professionals, and citizens. In doing so, WL fosters a worldwide network of individuals and organizations committed to responsible global citizenship. Study Abroad fulfils this mission with field-based accredited academic study abroad programs for undergraduates. The Study Abroad experience includes: rigorous academic programs through a field-based, experiential approach; undergraduate research through Independent Study Project Case Studies; cultural immersion through fieldwork, intensive language classes, and urban and rural home stays with local families; a small group of students in each program, supported by WL faculty and staff, home-stay families, in-country experts, and community members; and, a commitment to reciprocity as the foundation of our educational philosophy. Over 2,000 students from 250-plus U.S. colleges and universities study in over 25 countries each year. SIT Independent Study Projects often lead to advanced research including Fulbright and Watson fellowships. Learn more at https://studyabroad.sit.edu/about/. 6213341 294903 8250148 International Honors Programs - International Honors Program (IHP), a program within World Learning/Study Abroad, offers undergraduate students a unique comparative learning opportunity to analyze and contrast today's global conditions, evaluate issues and challenges, and compare solutions across countries and cultures. IHP participants study issues relating to public health, the environment, globalization, urban planning, governance, social justice, and human rights. Learn more about IHP at https://studyabroad.sit.edu/programs/ihp-comparative-programs/. 4636062 1128513 4349209 The Experiment in International Living - World Learning's founding program has been offering immersive cross-cultural exchanges, fun and thought-provoking adventures, and experiential learning programs since 1932. Today, EIL provides three-to-five-week summer programs for high school students in over 25 countries worldwide. The program's mission: create meaningful, dynamic experiences for students eager to challenge themselves and engage their sense of global citizenry. Each program is an authentic journey challenging participants to develop a close connection with the people and culture of another country. Through home stays, community service, language training, outdoor adventure, art, and experiential learning, students build leadership and communication skills, gain essential international experience, increase self-confidence, and enhance global awareness. The Experiment has introduced more than 70,000 young people to international issues. Annually, over $1.5 million in scholarships are funded by the philanthropic generosity of former Experimenters and other World Learning supporters. Learn more at https://www.experiment.org/. 1910562 332850 1249741 SIT Graduate Institute - The SIT Graduate Institute offers graduate students and professionals internationally focused full-time and low-residency accredited master's degrees, as well as certificate and professional development programs. Program options are provided in Vermont and globally, including in Iceland, Tanzania, Jordan and Uganda. The Institute's mission: prepare students to be inter-culturally effective leaders, professionals, and citizens. In doing so, WL fosters a worldwide network of individuals and organizations committed to responsible global citizenship. Programs include international education, peace and justice, sustainable development, teaching TESOL, climate change policy and advocacy, humanitarian assistance and crisis management, and conflict management. SIT alumni and partners are engaged in creating, leading and developing social justice, educational and international development organizations around the world. Degree candidates, include high-ranking government officials and leaders in civil society from the developing world, come from more than 35 countries and collectively speak over 60 languages. SIT served as a training center for early Peace Corps volunteers and attracts many returned volunteers as staff and students. WL's academic programs offered through SIT (founded as the School for International Training) are accredited by New England Commission of Higher Education ("NECHE"). Learn more at https://graduate.sit.edu/. 6993806 516933 Other program services, including SIT program support, private exchange programs, and auxiliary student services. 13540430 1461363 6115883 97350260 1 1 0 1 0 0 0 0 0 1 1 1 0 0 0 1 0 1 1 1 1 1 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 1033 0 1 606 1 1 1 1 AG AO AQ AR AS BL BM BR CH CI CM CO EC EG ET EZ GH IC ID IN JM JO KE KV LE LI MA MG MX NL NP NU PE PK PM RI RW SF SG SP SZ TS TZ UG UK VM 0 0 0 0 0 0 0 0 0 0 0 0 X 18 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AL AR CA CO CT FL GA HI IL KS KY LA MA MD ME MI MN MO MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV X X Mersea Mulat Boku 2026455244 1015 15th Street NW 9th Floor Washington DC 20005 Carol Jenkins President and CEO 55 0 X X 297666 0 25876 Konstantin Lomidze SVP Finance, CFAO 55 0 X 273264 0 39707 Sophia Howlett President, SIT 55 0 X 235982 0 26698 Lisa Rae SVP of Legal Affairs and General Counsel 55 0 X 184056 0 38471 Lisa Posner Olocco Vice President, Global Programs 40 0 X 198428 0 13115 James A Morehouse VP, Advancement & Innovation 40 0 X 174904 0 26166 Kimberly M Abbott VP of Marketing & Communications 40 0 X 176328 0 15035 Carleena Graham Vice President, HR & Administration 40 0 X 172004 0 9508 Paul Dery Executive Director: Corporate Finance 40 0 X 156443 0 18557 Bethaney M Laclair VP, Internal Affairs & Corp Sec [through 06/2019] 40 0 X 120769 0 17342 Allen B Cutler Trustee; Vice Chair 1.5 0 X X 0 0 0 Carole Wood Trustee [through 10/2019] 1.5 0 X 0 0 0 Charles F MacCormack Trustee 1.50 0 X 0 0 0 Cheryl Winter Lewy Trustee 1.5 0 X 0 0 0 Emilie M Ogden Trustee 1.5 0 X 0 0 0 Jennifer Backus Trustee 1.5 0 X 0 0 0 Lahcen Haddad Trustee [from 10/2019] 1.5 0 X 0 0 0 Laura Roos Trustee 1.5 0 X 0 0 0 Lauren Landis Trustee [from 10/2019] 1.5 0 X 0 0 0 Lawrence S Cooley Trustee; Board Chair 0 0 X X 0 0 0 Lynne Maguire Trustee; Vice Chair 1.5 0 X X 0 0 0 Michael Clarfeld Trustee 1.5 0 X 0 0 0 Michael Siegel Trustee 1.5 0 X 0 0 0 Paul S Muther Trustee; Vice Chair 1.5 0 X X 0 0 0 Richard J Adler Trustee 1.5 0 X 0 0 0 Richard Keim Trustee 1.5 0 X 0 0 0 Thomas Hiatt Trustee 1.5 0 X 0 0 0 Virginia A Loeb Trustee 1.5 0 X 0 0 0 1989844 0 230475 48 1 1 0 Grant Thornton LLP 75 State Street No 13 Boston MA 02109 Audit and tax services 230205 Greystone 12505 Park Potomac Avenue Suite 420 Potomac MD 20854 Investment Management 204997 Girikon Inc 15433 N Tatum Blvd Suite 105 Phoenix AZ 85032 Salesforce Consultancy 176820 3 0 0 0 0 0 3993878 95180 3993878 Global Development and Exchange 900099 58829609 58829609 0 0 Study Abroad 611310 29288977 29288977 0 0 Int'l Honors Program 611310 8250148 8250148 0 0 The Experiment in Int'l Living 611600 4349209 4349209 0 0 SIT Graduate Institute 611310 1249741 1249741 0 0 516933 516933 0 0 102484617 1089318 0 -2272 1091590 0 0 0 0 162 0 0 162 4264 0 9464 0 -5200 0 -5200 0 0 -5200 3246750 0 3846867 0 -600117 0 -600117 0 0 -600117 0 Credit card rebate 611310 70774 0 0 70774 Credit card convenience Fee 611310 18118 0 0 18118 Dormitory rental 611310 12100 0 0 12100 8363 0 0 8363 109355 107072013 102484617 -2272 595790 5504424 5504424 1633261 1633261 5129909 5129909 0 0 1122901 266996 855905 0 0 0 0 0 28442925 24415486 3112828 914611 884871 776243 80554 28074 4265324 3751189 389557 124578 1607881 1354514 205132 48235 0 0 0 376686 67539 296269 12878 652481 287291 365190 0 0 0 0 0 5000 5000 236151 208394 25511 2246 3775329 3379255 349961 46113 371283 297255 67953 6075 1560301 1375171 89362 95768 994093 875186 97336 21571 0 0 0 0 2689837 2162503 506231 21103 3127175 3030491 68188 28496 0 0 0 0 127565 126078 1081 406 58476 0 58476 0 0 0 0 0 1125749 905962 185887 33900 375074 6346 368728 0 Direct program costs: int'l develop. 23967632 23967632 0 0 Direct program costs: SSA 13834504 13834504 0 0 Direct program costs: EIL 2033581 2033581 0 0 Direct program costs: Grad 183589 183589 0 0 2555461 1777461 419999 358001 106641463 97350260 7544148 1747055 2258782 1801580 2365174 4420447 9713066 6320882 695837 523310 0 0 0 0 99183 50069 0 5258424 1751536 22266393 17250416 4279603 5015977 34490568 32799686 13599883 13847118 0 0 0 0 562733 275340 73323253 66805945 7509236 6914736 0 0 13325985 7102102 0 0 0 0 0 0 76936 0 5862435 4876000 0 0 26774592 18892838 X 5565839 7646662 40982822 40266445 46548661 47913107 73323253 66805945 X 430550 1000808 0 0 0 -66912 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 1378 0 1 250 1628 0 Schedule C, Part II-B, Line 1 1 g. DIRECT CONTACT WITH LEGISLATORS, THEIR STAFFS, GOVERNMENT OFFICIALS, OR A LEGISLATIVE BODY: 32. WORLD LEARNING HAS PERIODIC DIRECT CONTACT WITH THESE PARTIES IN SUPPORT OF U.S. PROGRAMS RELATED TO INTERNATIONAL EDUCATION, DEVELOPMENT, AND EXCHANGES. ADVOCACY/LOBBY DAYS: 3. WORLD LEARNING PARTICIPATED IN 3 ADVOCACY DAYS (1 FACILITATED BY THE ALLIANCE FOR INTERNATIONAL EXCHANGE, 1 FACILITATED BY THE BASIC EDUCATION COALITION, AND 1 FACILITATED BY THE U.S. GLOBAL LEADERSHIP COALITION). WORLD LEARNING'S PARTICIPATION IN THE ADVOCACY DAY OF THE ALLIANCE FOR INTERNATIONAL EDUCATION CONSISTED OF PRESENTING THE IMPACT/RESULTS OF EDUCATIONAL AND CULTURAL EXCHANGES ON PARTICIPANTS AND U.S. HOST COMMUNITIES. MET WITH 11 MEMBERS OF CONGRESS OR THEIR STAFF. WORLD LEARNING'S PARTICIPATION IN THE ADVOCACY DAY OF THE BASIC EDUCATION COALITION CONSISTED OF PRESENTING THE IMPACT/RESULTS OF INTERNATIONAL BASIC EDUCATION PROGRAMMING ON YOUTH AND COMMUNITIES IN DEVELOPING COUNTRIES. MET WITH 2 MEMBERS OF CONGRESS OR THEIR STAFF. WORLD LEARNING'S PARTICIPATION IN THE ADVOCACY DAY OF THE U.S. GLOBAL LEADERSHIP COALITION CONSISTED OF PRESENTING THE IMPACT/RESULTS OF DEVELOPMENT PROGRAMS OF THE INTERNATIONAL AFFAIRS ACCOUNT. MET WITH 5 MEMBERS OF CONGRESS OR THEIR STAFF. MEETINGS WITH CONGRESSIONAL STAFF AND STATE LEGISLATORS: 12. MEETINGS WITH CONGRESSIONAL STAFF ON THE HOUSE APPROPRIATIONS COMMITTEE AND FOREIGN RELATIONS COMMITTEE, SENATE FOREIGN RELATIONS COMMITTEE AND APPROPRIATIONS COMMITTEE. MEETINGS FOCUSED ON SUPPORT FOR THE INTERNATIONAL AFFAIRS ACCOUNT, THE IMPACT OF EDUCATIONAL AND CULTURAL EXCHANGES, DEVELOPMENT AND ECONOMIC ASSISTANCE, THE IMPACT OF COVID-19, AND ON INFREQUENT OCCASSION INCLUDED FUNDING REQUESTS FOR ACCOUNTS. 2. MEETINGS WITH MEMBERS OF THE VERMONT STATE LEGISLATURE TO COMMUNICATE THE IMPACT OF COVID-19 ON THE NONPROFIT INSTITUTION AND PARTICIPANTS, AND TO INQUIRE REGARDING PANDEMIC RELIEF. _________1 I. OTHER ACTIVITIES: WORLD LEARNING PAYS DUES TO A VARIETY OF ORGANIZATIONS THAT ENGAGE IN LOBBYING IN SUPPORT OF U.S. FOREIGN ASSISTANCE AND THE INTERNATIONAL AFFAIRS ACCOUNT BUT WORLD LEARNING HAS NOT MADE ANY INTERNAL ALLOCATION OF MOST OF THE DUES. 38277610 2093622 1024954 1403168 1404851 0 38588167 45334328 28437 1440595 1644790 6880960 0 38277610 44714026 178639 3031875 1462682 1127530 0 45334328 41469602 44615 5429238 1153815 1075614 0 44714026 45591487 174932 -2406436 1132526 757855 0 41469602 0 0.8688 0.1312 0 0 0 479922 479922 0 8695678 7104407 1591271 0 940372 84767 855605 0 7076809 5787223 1289586 0 5073612 4274019 799593 5015977 Fixed income strategies - non publicly traded 2035704 F Hedge funds 9387738 F Private equity funds 2113512 F Real estate funds 111556 F Beneficial Interest in Remainder Trust 198608 F 13847118 0 X Schedule D, Part V, Line 4 World Learning's Endowment Fund is a long-term financial resource for World Learning and the execution of its mission. On an annual basis the Fund provides important financial resources to World Learning, primarily in the forms of 1) scholarship funding for participants in its academic and exchange programs and, 2) support for programs, new initiatives, and field projects. Schedule D, Part X, Line 2 World Learning follows guidance that clarifies the accounting for uncertainty in tax positions taken or expected to be taken in a tax return, including issues relating to financial statement recognition and measurement. This guidance provides that the tax effects from an uncertain tax position can only be recognized in the consolidated financial statements if the position is "more-likely-than-not" to be sustained if the position were to be challenged by a taxing authority. The assessment of the tax position is based solely on the technical merits of the position, without regard to the likelihood that the tax position may be challenged. World Learning is exempt from federal income tax under Internal Revenue Code ("IRC") section 501(c)(3), though it is subject to tax on income unrelated to its exempt purpose, unless that income is otherwise excluded by the Code. Certain of World Learning's foreign subsidiaries are organized as taxable entities in their respective countries. World Learning has processes presently in place to ensure the maintenance of its tax-exempt status; to identify and report unrelated business income; to determine its filing and tax obligations in jurisdictions for which it was nexus; and to identify and evaluate other matters that may be considered tax positions. World Learning has determined that there are no material uncertain tax positions that require recognition or disclosure in the consolidated financial statements. In addition, World Learning has not recorded a provision for income taxes as it has no material tax liability from unrelated business income activities. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 World Learning's non-discrimination policy is published in its printed promotional materials and printed registration materials, and also made available on the organization's website. World Learning does not discriminate on the basis of race, color, ethnic or national origin, sex, sexual orientation, gender identity, religion, age, ancestry, disability, military status, veteran status, or other non-merit reasons, in admissions, educational programs, or activities and employment, and complies with all applicable federal and state laws regarding nondiscrimination and affirmative action, including Title IX of the Education Amendments of 1972 and Section 504 of the Rehabilitation Act of 1973, and Title VII of the Civil Rights Act of 1964. Schedule E, Part I, Line 6 World Learning receives funding from the US Department of Education in the form of Federal Stafford Loan for eligible SIT Graduate Institute students. 1 Central America and the Caribbean 1 3 Program Services Education 479364 Central America and the Caribbean 0 0 Grantmaking Education 52408 Central America and the Caribbean 0 0 Investments Investment 8233861 East Asia and the Pacific 1 7 Program Services Civil Society and Governance 520548 East Asia and the Pacific 0 0 Grantmaking Civil Society and Governance 65671 East Asia and the Pacific 6 61 Program Services Education 2643007 East Asia and the Pacific 0 0 Grantmaking Education 231839 East Asia and the Pacific 0 0 Grantmaking Exchange and Training 4995 Europe (including Iceland and Greenland) 5 30 Program Services Education 5727186 Europe (including Iceland and Greenland) 0 0 Grantmaking Education 393522 Europe (including Iceland and Greenland) 0 0 Program Services Exchange and Training 61611 Europe (including Iceland and Greenland) 0 0 Grantmaking Exchange and Training 57494 Europe (including Iceland and Greenland) 0 0 Investments Investment 1598815 Middle East and North Africa 4 98 Program Services Education 14262171 Middle East and North Africa 0 0 Grantmaking Education 3081234 Middle East and North Africa 0 3 Program Services Exchange and Training 3001735 Middle East and North Africa 0 0 Grantmaking Exchange and Training 105829 North America (including Canada and Mexico, but not the United States) 1 3 Program Services Education 15577 North America (including Canada and Mexico, but not the United States) 0 0 Grantmaking Education 32553 North America (including Canada and Mexico, but not the United States) 0 0 Program Services Exchange and Training 300829 North America (including Canada and Mexico, but not the United States) 0 0 Grantmaking Exchange and Training 20930 Russia and the newly independent States 0 0 Program Services Exchange and Training 63437 Russia and the newly independent States 0 0 Grantmaking Exchange and Training 26305 South America 5 37 Program Services Education 5353579 South America 0 0 Grantmaking Education 376002 South Asia 2 39 Program Services Education 1227038 South Asia 0 0 Grantmaking Education 146690 South Asia 0 0 Program Services Exchange and Training 75882 South Asia 0 0 Grantmaking Exchange and Training 42286 Sub-Saharan Africa 10 76 Program Services Education 2916830 Sub-Saharan Africa 0 0 Grantmaking Education 399732 Sub-Saharan Africa 0 0 Program Services Exchange and Training 258485 Sub-Saharan Africa 0 0 Grantmaking Exchange and Training 94631 35 357 51872076 Middle East and North Africa Participant Exchanges 88695 wire transfers 0 n/a n/a Middle East and North Africa Participant Exchanges 1533845 wire transfers 0 n/a n/a East Asia and the Pacific Education 65671 wire transfers 0 n/a n/a Europe (including Iceland and Greenland) Participant Exchanges 15475 wire transfers 0 n/a n/a Europe (including Iceland and Greenland) Participant Exchanges 5729 wire transfers 0 n/a n/a Russia and the newly independent States Participant Exchanges 6000 wire transfers 0 n/a n/a Europe (including Iceland and Greenland) Participant Exchanges 9000 wire transfers 0 n/a n/a Europe (including Iceland and Greenland) Participant Exchanges 10419 wire transfers 0 n/a n/a Europe (including Iceland and Greenland) Participant Exchanges 6000 wire transfers 0 n/a n/a Middle East and North Africa Participant Exchanges 10162 wire transfers 0 n/a n/a Middle East and North Africa Participant Exchanges 6972 wire transfers 0 n/a n/a Middle East and North Africa Education 10465 wire transfers 0 n/a n/a Russia and the newly independent States Participant Exchanges 15325 wire transfers 0 n/a n/a North America (including Canada and Mexico, but not the United States) Participant Exchanges 20930 wire transfers 0 n/a n/a Middle East and North Africa Education 7338 wire transfers 0 n/a n/a Middle East and North Africa Education 399759 wire transfers 0 n/a n/a Middle East and North Africa Education 496951 wire transfers 0 n/a n/a Middle East and North Africa Education 17661 wire transfers 0 n/a n/a Middle East and North Africa Education 62016 wire transfers 0 n/a n/a Middle East and North Africa Education 243000 wire transfers 0 n/a n/a 14 6 Scholarships Central America and the Caribbean 15 52408 account credit 0 n/a n/a Scholarships/Small grants East Asia and the Pacific 131 236834 account credit/wire 0 n/a n/a Scholarships/Small grants Europe (including Iceland and Greenland) 143 404393 account credit/wire 0 n/a n/a Scholarships Middle East and North Africa 101 306444 account credit 0 n/a n/a Scholarships South America 130 376002 account credit 0 n/a n/a Scholarships/Small grants South Asia 51 181166 account credit/wire 0 n/a n/a Scholarships/Small grants Sub-Saharan Africa 137 494362 account credit/wire 0 n/a n/a Scholarships North America (including Canada and Mexico, but not the United States) 13 32553 account credit 0 n/a n/a Scholarships/Small grants Russia and the newly independent States 1 4980 account credit/wire 0 n/a n/a 1 0 1 1 1 1 Schedule F, Part I, Line 2 Monitoring use of grants to organizations outside the US includes the following procedures: 1) obtain pre-award survey (for new grant recipients only); 2) obtain and review monthly or quarterly financial statements from recipients; 3) review financial reports and operational cash-flow status; 4) review recipients' local audit reports when available; 5) review programmatic reports from recipients; and 6) conduct monitoring and evaluation to assess sub-recipient performance. World Learning offers grants and scholarships to international students based on several criteria, including need and demonstrated commitment to the SIT's mission. Financial Aid Office awards financial aid to qualifying students based on several criteria and donors restrictions. Furthermore, in collaboration with Accounts Receivable Office, the Financial Aid Office monitors financial aid disbursements throughout the year. 1 Gulf Coast Diplomacy Council 227 2nd Ave N Saint Petersburg FL 33701 223898121 501c3 15897 0 N/A N/A Participant Exchanges Cleveland Council on World Affairs 812 Huron Rd E 650 Cleveland OH 44115 340720549 501c3 209276 0 N/A N/A Participant Exchanges Indiana University 107 S Indiana Avenue Bloomington IN 47405 356001673 501c3 21000 0 N/A N/A Participant Exchanges World Chicago 78 East Washington 2nd Floor Chicago IL 60602 363801521 501c3 34040 0 N/A N/A Participant Exchanges Global Ties KC 30 West Pershing Road Suite 405 Kansas City MO 64108 431727811 501c3 70931 0 N/A N/A legislative fellows WorldDenver PO Box 40396 Denver CO 80204 454346778 501c3 38973 0 N/A N/A Participant Exchanges Management System International Inc 200 12th Street South Suite 1200 Arlington VA 22202 521215041 501c3 813350 0 N/A N/A Participant Exchanges AMIDEAST 1730 M Street NW Ste 1100 Washington DC 20036 530243270 501c3 226241 0 N/A N/A Participant Exchanges International Focus Inc 3700 National Dr 214 Raleigh NC 27612 561597928 501c3 47009 0 N/A N/A Participant Exchanges IBI International 2101 Wilson Blvd Arlington VA 22201 760496363 47936 0 N/A N/A Participant Exchanges World Affairs Council of Seattle 2200 Alaskan Way Suite 450 Seattle WA 98121 910586924 501c3 52180 0 N/A N/A Participant Exchanges Foundation for International Understanding Through Students University of Washington HUB 206 Box 352233 Seattle WA 98195 910646781 501c3 18810 0 N/A N/A Youth Program World Affairs Council of Oregon 1200 SW Park Ave 3rd Floor Portland OR 97205 930568356 501c3 102428 0 N/A N/A Participant Exchanges Nothern Nevada international Center 821 N Center St Reno NV 89501 942796785 501c3 48893 0 N/A N/A Participant Exchanges Tulsa Global Alliance 800 South Tucker Drive Tulsa OK 74104 953018799 501c3 52025 0 N/A N/A Participant Exchanges Rochester Global Connections 575 Mt Hope Ave Rochester NY 14620 160877289 501c3 29497 0 N/A N/A Participant Exchanges International Republican Institute 1225 I St NW No 800 Washington DC 20005 521340267 501c3 141615 0 N/A N/A Participant Exchanges Global One To One 700 Lomas NE Suite 204 Albuquerque NM 87107 743220465 501c3 11694 0 N/A N/A Participant Exchanges Colleagues International 555 West Crosstown Parkway 203 Kalamazoo MI 49008 383051840 501c3 22600 0 N/A N/A legislative fellows Greater Cincinnati World Affairs Council Northern Kentucky university NH 311 Highland Heights KY 41099 270660682 501c3 20953 0 N/A N/A Participant Exchanges University of Arkansas 1 University of Arkansas Fayetteville AR 72701 716003252 Gov't 74381 0 N/A N/A Participant Exchanges Global Ties Alabama 102 Gates Avenue SW Huntsville AL 35801 630506191 501c3 12190 0 N/A N/A Participant Exchanges Georgetown University 3700 O St NW Washington DC 20057 530196603 501c3 1177277 0 N/A N/A Participant Exchanges Amigos de las Americas 1800 West Loop South Suite 1325 Houston TX 77055 741547146 501c3 570555 0 N/A N/A Participant Exchanges State University of New York 101 Broad Street Plattsburgh NY 12901 146013200 Gov't 5073 0 N/A N/A Participant Exchanges Dallas Black Dance Theatre PO Box 131290 Dallas TX 75313 751756215 501c3 5560 0 N/A N/A Participant exchange New York Folklore Society 129 Jay Street Schenectady NY 12305 222172604 501c3 10430 0 N/A N/A Participant exchange University of Northern Colorado 501 20th Street Campus Box 14 Greeley CO 80639 846000546 501c3 9117 0 N/A N/A Participant exchange GlobalJax Inc 100 Festival Park Avenue Jacksonville FL 32202 593032070 501c3 18635 0 N/A N/A Participant exchange Vermont Council on World Affairs 60 Main St Ste 100 Burlington VT 05401 036010787 501c3 19193 0 N/A N/A Participant exchange Arab American Womens Business Council 22952 Outer Dr Dearborn MI 48124 352296131 501c3 12960 0 N/A N/A Participant exchange Utah Council for Citizen Diplomacy 1840 South 1300 East Salt Lake City UT 84105 876128308 501c3 14073 0 N/A N/A Youth Program California State University San Macros 333 S Twin Oaks Valley Rd San Macros CA 92096 330535371 501c3 61368 0 N/A N/A Participant exchange University of Texas at Austin 110 Inner Campus Dr Stop K5300 Austin TX 78712 746000203 501c3 62847 0 N/A N/A Participant exchange Duke University PO Box 602651 Charlotte NC 28260 560532129 501c3 93992 0 N/A N/A Participant exchange University of Virginia PO Box 400195 Charlottesville VA 22904 546001796 501c3 153800 0 N/A N/A Participant exchange Legacy International 1020 Legacy Drive Bedford VA 24523 510249070 501c3 153026 0 N/A N/A Participant exchange Carolyn Dorfman Dance 2780 Morris Avenue Suite 1A Union NJ 07083 222433530 501C3 9544 0 N/A N/A Participant exchange Focus Points Family Resource Center 2501 E 48th Ave Denver CO 80216 841353944 501C3 9495 0 N/A N/A Participant exchange University of Oregon Po Box 3237 Eugene OR 97403 464727800 Gov't 14598 0 N/A N/A Participant exchange Outside The Lens 2750 Historic Decatur Road Suite 103 San Diego CA 92106 264832772 501C3 7552 0 N/A N/A Participant exchange Tryon Fine Arts Center 34 Melrose Avenue Tryon NC 28782 566086694 501C3 7034 0 N/A N/A Participant exchange Wisdom of the Elders Inc 3203 SE 109th Ave Portland OR 97266 931164114 501C3 15576 0 N/A N/A Participant exchange Purdue University 1281 Win Hentschel BLVD Suite 1100 West Lafayette IN 47906 356002041 Gov't 8407 0 N/A N/A Participant exchange Athletes For Hope 2 Bethesda Metro Center Suite 1320 Bethesda MD 20814 204773044 501C3 7500 0 N/A N/A Youth Program The Basketball Embassy 330 Callaghan Ave San Antonio TX 78210 352586465 501C3 10000 0 N/A N/A Youth Program Iowa Resource for International Service 2521 University Boulevard Suite 123 Ames IA 50014 421394408 501c3 16669 4 N/A N/A Participant Exchanges Wayne State University Cashier Office PO Box 02788 Detroit MI 48202 386028429 Gov't 68682 0 N/A N/A Participant exchange International Rescue Committee 122 East 42nd Street New York NY 10168 135660870 501c3 381399 6 N/A N/A Participant Exchanges Augustana University 2001 S Summit Ave Sioux Falls SD 57197 460224588 501C3 6722 0 N/A N/A Capacity Building Claflin University 400 Magnolia St Orangeburg SC 29115 570314374 501C3 8000 0 N/A N/A Capacity Building Central Piedmont Community College 1201 Elizabeth Ave Charlotte NC 28204 560797174 Gov't 15916 0 N/A N/A Capacity Building Chippewa Valley Technical College 620 W Clairemont Ave Eau Claire WI 54701 391096972 Gov't 33323 0 N/A N/A Capacity Building Dillard University 2601 Gentilly Blvd New Orleans LA 70122 720408929 501C3 9565 0 N/A N/A Capacity Building Frederick Community College 7932 Opossumtown Pike Frederick MD 21702 520743590 Gov't 31814 0 N/A N/A Capacity Building Johnson County Community College 12345 College Blvd Overland Park KS 66210 480735009 Gov't 22919 0 N/A N/A Capacity Building Mississippi State University PO Box 5307 Mississippi State MS 39762 646000819 501C3 14408 0 N/A N/A Capacity Building Northeastern Illinois University 5500 N St Louis Ave Chicago IL 60625 366009515 Gov't 15076 0 N/A N/A Capacity Building Northwestern Connecticut Community College 4 Park Place Winstead CT 06098 061311451 Gov't 10393 0 N/A N/A Capacity Building Pacific University 2043 College Way Forest Grove OR 97116 930386892 501C3 8862 0 N/A N/A Capacity Building Ramapo College of New Jersey 505 Ramapo Valley Road Mahwah NJ 07430 521558006 Gov't 29410 0 N/A N/A Capacity Building Sul Ross State University Box C-500 Alpine TX 79832 746000027 Gov't 19962 0 N/A N/A Capacity Building The University of Alabama Box 870136 Tuscaloosa AL 35487 636001138 Gov't 26994 0 N/A N/A Capacity Building University of Georgia Foundation 310 E Campus Road Athens GA 30602 581353149 501C3 27537 0 N/A N/A Capacity Building University of Tennessee 201 Andy Holt Tower Knoxville TN 37996 626001636 Gov't 19565 0 N/A N/A Capacity Building California State University - Bakersfield 9001 Stockdale Hwy - 35 Adm Bakersfield CA 93311 770314545 Gov't 14092 0 N/A N/A Capacity Building University of North Carolina at Charlotte 9201 University City Blvd Charlotte NC 28223 560791228 Gov't 14951 0 N/A N/A Capacity Building Research Foundation for The State University of New York 35 State Street PO Box 9 Albany NY 12207 141368361 501C3 123957 0 N/A N/A Participant exchange 67 1 Scholarships and aid -Experiment in International Living; Awards funded by temporarily restricted and endowed gifts of WL. 307 1128023 0 n/a n/a Scholarships and aid -SIT Graduate Institute; Awards funded by temporarily restricted and endowed gifts of WL. 43 204815 0 n/a n/a Scholarships and aid -International Honor Program; Awards funded by temporarily restricted and endowed gifts of WL. 24 68839 0 n/a n/a Small grants for individuals to participate in new program initiatives. 23 103059 0 n/a n/a Additional tuition/program fee assistance to participants of WL's enrollment based offerings is provided. Unlike awarded scholarships, tuition "discounting" is not funded by temporarily restricted or endowed gifts of WL 52 128525 0 n/a n/a Schedule I, Part I, Line 2 Monitoring the use of grants to organizations in the US includes the following procedures: 1) obtain pre-award survey (for new grant recipients only); 2) obtain and review monthly or quarterly financial statements from recipients; 3) pay sub-recipient based on financial reports and operational cash-flow status of recipients; 4) review recipients' annual A-133 audit reports; 5) review programmatic reports from recipients; and 6) conduct monitoring and evaluation to assess sub-recipient performance. World Learning offers grants and scholarships to US students based on several criteria, including need and demonstrated commitment to the SIT's mission. Financial Aid Office awards financial aid to qualifying students based on several criteria and donors restrictions. Furthermore, in collaboration with Accounts Receivable office, Financial Aid office monitors financial aid disbursements throughout the year. X X X 0 0 0 0 0 0 0 1 0 Carol Jenkins President and CEO 296424 0 0 0 1242 0 15000 0 10876 0 323542 0 0 0 Konstantin Lomidze SVP Finance, CFAO 267724 0 5000 0 540 0 14148 0 25559 0 312971 0 0 0 Sophia Howlett President, SIT 234792 0 0 0 1190 0 8475 0 18223 0 262680 0 0 0 Lisa Rae SVP of Legal Affairs and General Counsel 183445 0 0 0 611 0 9655 0 28816 0 222527 0 0 0 Lisa Posner Olocco Vice President, Global Programs 192664 0 4000 0 1764 0 9949 0 3166 0 211543 0 0 0 James A Morehouse VP, Advancement & Innovation 174525 0 0 0 379 0 0 0 26166 0 201070 0 0 0 Kimberly M Abbott VP of Marketing & Communications 175779 0 0 0 549 0 8882 0 6153 0 191363 0 0 0 Carleena Graham Vice President, HR & Administration 171197 0 0 0 807 0 8605 0 903 0 181512 0 0 0 Paul Dery Executive Director: Corporate Finance 155960 0 0 0 483 0 7963 0 10594 0 175000 0 0 0 Schedule J, Part I, Line 7 Some persons listed on Schedule J, Part II are awarded bonus payments based on their accomplishment of certain metrics. From time-to-time, one-time performance bonuses are awarded to officers and employees for extraordinary performances. Bonuses are recommended by a member of management and are awarded only after approval from the division president, CFO, and CEO. All incentive compensation is considered as part of total reasonable compensation. X 15 95180 Market Price 0 1 0 Schedule M, Part I, Line 9 The organization is reporting the number of contributions in column (B) Form 990, Part VI, Section B, Line 11b The complete IRS FORM 990 filing is prepared by management of World Learning and reviewed in detail (and signed) by contracted tax advisors. Prior to electronically filing with the IRS, a complete copy of the return is made available to all members of World Learning's Board of Trustees. Form 990, Part VI, Section B, Line 12c World Learning's Corporate Secretary circulates the "FORM 990 DISCLOSURES QUESTIONNAIRE and ANNUAL CONFLICT OF INTEREST & RELATED PARTY QUESTIONNAIRE" (POLICY) forms to each Trustee annually, and also to Executive Committee members and key employees. The General Counsel reviews responses as needed with an eye towards any disclosures that could present an issue under the "POLICY." If an issue arises, General Counsel refers the matter to the Board Chairperson, who follows up on the matter in accordance with the "POLICY." Form 990, Part VI, Section B, Line 15 Pursuant to the "POLICY ABOUT FIDUCIARY RESPONSIBILITY, CONFLICT OF INTEREST, INTERMEDIATE SANCTIONS AND DISCLOSURES," World Learning's Audit Committee, an independent committee that does not have any conflicts of interest with respect to compensation paid to the organization's executives, meets in executive session to review and approve the reasonableness of compensation for the President and CEO, along with all Officers and Senior Managers (VP level) of World Learning. Committee members who may have conflicts of interest or are otherwise not independent from WL due to a business relationship recuse themselves from this Committee vote. Surveys to which WL subscribes in order to assess the reasonableness of all executive compensation are provided, and include third-party benchmarking information in the form of compensation market conditions. This compensation review/approval process, an action item of the Audit Committee, is performed and documented annually. Form 990, Part VI, Section C, Line 19 Governance documents, such as organizational 'by-laws' and conflict-of-interest policy, are made available upon request to the Corporate Secretary of World Learning. Fiscal documentation, in the form of the organization's annual audited financial statements and 990 corporate tax filing, can be accessed on the organization's web site and are also made available upon request to the Finance Department of World Learning. Form 990, Part XI, Line 9 Unrealized loss from forward currency contracts and other foreign currency transactions: $63,691; Annuity Adjustment loss: $3,321; Gain from disposal of assets: 100. World Learning Angola Rua 21 de Janeiro Q-5 Case 217 Barrio Morro Bento Luanda MunicipalitySamba AO Cross cultural training AO World Learning Inc 1 Fundacion World Learning (Argentina) Avda Del Liberator 498 Piso 3 Ciudad de Buenos Aires AR C1001ABR Cross cultural training AR World Learning Inc 1 Centro del Programma Educational SIT (Panama) Calle Alberto Oriol Tejada 374A Ciudad del Saber Clayton PM Cross cultural training PM World Learning Inc 1 World Learning Samoa Charitable Trust PO Box 9268 Apia WS Cross cultural training WS World Learning Inc 1 Fundacion Privada World Learning (Spain) Callejon de San Cecilio 13 Albaicin Granada SP 18010 Cross cultural training SP World Learning Inc 1 Association of World Learning in Switzerland Business Center Chemin du Canal 5 Nyon SZ 1260 Cross cultural training SZ World Learning Inc 1 World Learning Inc (Zanzibar) PO Box 3040 Zanzibar TZ Cross cultural training TZ World Learning Inc 1 World Learning Europe CIC Lafone House Unit 19 The Leather Market 11-13 Weston Str London SE1 3ER UK Education, sustainable development, and exchange UK World Learning Inc 1 World Learning Iceland ehf Efstaleiti 5 103 Reykjavik Reykjavik IC Cross cultural training IC World Learning Inc 1 World Learning Chile Bellavista No 1263 Recreo Vina del Mar CI Cross cultural training CI World Learning Inc 1 Yayasan World Learning Indonesia Jl WR Supratman No 248 Kesiman-Kerthalangu Bali ID Cross cultural training ID World Learning Inc 1 World Learning India Private LTD F-301 2nd Floor Lado Sarai New Delhi IN 110030 Cross cultural training IN World Learning Inc C 877237 766596 0.9997 1 World Learning Australia Pty Ltd 20 Albert Street Blackburn Victoria AS 3130 Cross cultural training AS World Learning Inc C 800853 433029 1 1 World Learning SC Callejon del Carmen 101 Colonia Centro Oaxaca MX 68000 Cross cultural training MX World Learning Inc C 272701 28491 0.9999 1 The School for International Training (S Africa) Intuthuko Junction 750 Francois Road Cato Manor Durban SF 4091 Cross cultural training SF World Learning Inc C 708347 49158 1 1 Charitable Remainder Unitrust (1) 75 State St Boston MA 02109 CRUT MA World Learning Inc T 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 Fundacion World Learning (Argentina) p 1874655 Actual expense reimbursement Centro del Programma Educational SIT (Panama) p 364125 Actual expense reimbursement World Learning Samoa Charitable Trust p 186859 Actual expense reimbursement Fundacion Privada World Learning (Spain) p 263649 Actual expense reimbursement Association of World Learning in Switzerland p 2779751 Actual expense reimbursement World Learning Inc (Zanzibar) p 211073 Actual expense reimbursement World Learning India Private LTD p 1084012 Actual expense reimbursement World Learning Australia Pty Ltd p 1148242 Actual expense reimbursement World Learning SC p 289995 Actual expense reimbursement The School for International Training (S Africa) p 1097049 Actual expense reimbursement World Learning Europe CIC p 2713 Actual expense reimbursement World Learning Iceland ehf p 434033 Actual expense reimbursement World Learning Chile p 1238595 Actual expense reimbursement Yayasan World Learning Indonesia p 296046 Actual expense reimbursement