2020-06-24T18:14:15-05:00 2019-06-30 941254756 HOOD & STRONG LLP 275 BATTERY ST STE 900 SAN FRANCISCO CA 94111 990 2018-07-01 300790695 WIKI EDUCATION FOUNDATION WIKI 4154701198 2396 DURHAM DAYTON HWY 548 DURHAM CA 959389998 FRANK SCHULENBURG EXECUTIVE DIRECTOR 4154701198 2020-06-24 1 MAGA E KISRIEV P01008919 4157810793 73.202.45.94 2020-06-24 16:21:01 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 C025656BECDDFD3887BB8F0FBE1CE97228DB785C 2018 2021-01-29 14:40:06Z X FRANK SCHULENBURG 2396 DURHAM DAYTON HWY 548 DURHAM CA 959389998 2349661 0 X WWW.WIKIEDU.ORG X 2013 DE TO IMPROVE WIKIPEDIA, ENRICH STUDENT LEARNING, AND BUILD A MORE INFORMED PUBLIC. 7 7 14 8 0 0 1660844 2149270 25000 124636 0 -242 2056 5755 1687900 2279419 3150 0 0 0 1361293 1580406 0 0 273986 514221 562756 1878664 2143162 -190764 136257 189697 375815 41634 91495 148063 284320 X WIKI EDUCATION ENGAGES STUDENTS AND ACADEMICS TO IMPROVE WIKIPEDIA, ENRICH STUDENT LEARNING, AND BUILD A MORE INFORMED PUBLIC. 1 0 757544 0 0 STUDENT PROGRAM - INSTRUCTORS ASSIGN THEIR STUDENTS TO WRITE WIKIPEDIA ARTICLES INSTEAD OF A TRADITIONAL TERM PAPER. WORK IN THIS PROGRAM INCLUDES ON-BOARDING, AND TRAINING INSTRUCTORS; ENSURING THAT ASSIGNMENTS AND COURSES RUN SMOOTHLY AND SUCCESSFULLY; TRACKING AND RESOLVING ANY INCIDENTS THAT ARISE FROM OUR 16,717 STUDENTS AS THEY EDIT AND WRITE ARTICLES FOR WIKIPEDIA IN 810 COURSES AT 370 UNIVERSITIES. 346123 0 0 SCHOLARS & SCIENTISTS PROGRAM - 197 ACADEMIC SUBJECT MATTER EXPERTS (157 FELLOWS AND 40 WIKIPEDIA SCHOLARS & SCIENTISTS) IMPROVE WIKIPEDIA AND WIKIDATA IN AREAS OF HIGH DEMAND. WORK IN THIS PROGRAM INCLUDES TRAINING ACADEMICS IN HOW TO CONTRIBUTE THEIR KNOWLEDGE TO WIKIPEDIA OR WIKIDATA AS WELL AS TRACKING AND RESOLVING ANY INCIDENTS THAT ARISE FROM THIS ACTIVITY. 301896 0 0 DIGITAL SERVICES - DEVELOPMENT AND MAINTENANCE OF AN INTERACTIVE WEB PLATFORM THAT EMPOWERS THOUSANDS OF USERS TO CONTRIBUTE CONTENT TO WIKIPEDIA. THIS INCLUDES CREATING A PRODUCT ROADMAP, DEVELOPING NEW AND IMPROVING EXISTING FEATURES, USER TESTING, IMPROVEMENTS TO THE USER EXPERIENCE, AND FIXING SOFTWARE BUGS. 38842 0 130391 PARTNERSHIPS & OUTREACH - WE COLLABORATE WITH 19 ORGANIZATIONS - INCLUDING 15 ACADEMIC ASSOCIATIONS, 1 RESEARCH INSTITUTION, 1 ARCHIVE, AND 1 LIBRARY - AS THEY PROMOTE THE USE OF WIKIPEDIA AND WIKIDATA AMONG THEIR MEMBERS; INDIVIDUAL SUBJECT-MATTER EXPERTS ARE ENCOURAGED TO SHARE THEIR KNOWLEDGE WITH THE GENERAL PUBLIC. WORK INCLUDES BUILDING AND MAINTAINING INSTITUTIONAL PARTNERSHIPS AS WELL AS RECRUITMENT OF INDIVIDUAL SCHOLARS AND SCIENTISTS. 38842 0 130391 1444405 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 7 0 1 14 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI X X FRANK SCHULENBURG 4157701060 2396 DURHAM DAYTON HWY 548 DURHAM CA 959389998 BRIAN PJ TABIT CHAIR 4.00 X X 0 0 0 CARWIL BJORK-JAMES VICE-CHAIR 4.00 X X 0 0 0 ROBERT CUMMINGS SECRETARY 4.00 X X 0 0 0 TED YANG TREASURER 4.00 X X 0 0 0 KAREN TWITCHELL DIRECTOR 3.00 X 0 0 0 SUE GARDNER DIRECTOR 3.00 X 0 0 0 RICHARD KNIPEL DIRECTOR 3.00 X 0 0 0 LORRAINE HARITON DIRECTOR (THRU 8/29/18) 3.00 X 0 0 0 FRANK SCHULENBURG EXECUTIVE DIRECTOR 40.00 X 174837 0 29453 TJ BLISS CHIEF ADVANCEMENT OFFICER 40.00 X 123600 0 32392 LIANNA DAVIS CHIEF PRGMS OFFICER/ DEPUTY DIRECTOR 40.00 X 112939 0 32273 SAGE ROSS CHIEF TECHNOLOGY OFFICER 40.00 X 110000 0 26788 521376 0 120906 4 0 1 0 0 2149270 70242 2149270 WEB DEV SERVICE FEES 541511 124636 124636 124636 186 186 69814 70242 -428 -428 -428 CREDIT CARD REWARDS 900099 5755 5755 5755 2279419 130391 0 -242 521377 326336 78677 116364 658321 556093 53355 48873 43748 31649 5384 6715 269919 195721 35255 38943 87041 66153 8410 12478 1800 541 950 309 78760 78760 68445 22798 33259 12388 1068 962 106 50125 15397 29332 5396 14220 6507 6296 1417 161137 132799 13891 14447 81638 62390 5077 14171 81530 18773 60683 2074 6289 27 6247 15 FURNITURE & EQUIPMENT 17744 8259 9195 290 2143162 1444405 424771 273986 148418 22428 0 300000 7500 1500 29939 47766 3714 0 3714 3714 126 407 189697 375815 41634 91495 41634 91495 X 48063 -208156 100000 492476 148063 284320 189697 375815 136257 0 X 0 1 X 1 0 X 1885651 2304816 1570756 1660844 2149270 9571337 1885651 2304816 1570756 1660844 2149270 9571337 6393692 3177645 186 186 9571523 229447 0.33200 0.27240 X REG. SEC. 1.170A-9(F)(3)(II)WIKI EDUCATION FOUNDATION ("FOUNDATION") IS AN ORGANIZATION THAT MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC AND COMMUNITY. DURING FY2019, THE FOUNDATION EXPENDED $273,986, OR 12.78% OF TOTAL FUNCTIONAL EXPENSES, ON FUNDRAISING ACTIVITIES.REG. SEC. 1.170A-9(F)(3)(III)(A)AS OF THE TAX YEAR END, THE FOUNDATION RECEIVED 33.20% OF TOTAL FINANCIAL SUPPORT FROM THE PUBLIC, 23.20% ABOVE THE REQUIREMENT OF REG. SEC. 1.170A-9(F)(3)(I).REG. SEC. 1.170A-9(F)(3)(III)(B)THE FOUNDATION RECEIVES SUPPORT FROM A REPRESENTATIVE NUMBER OF PERSONS TO FUND PROGRAMS TO IMPROVE WIKIPEDIA, ENRICH STUDENT LEARNING, AND BUILD A MORE INFORMED PUBLIC.REG. SEC. 1.170A-9(F)(3)(III)(C)INDIVIDUALS WHO SERVE ON THE GOVERNING BODY OF THE FOUNDATION ARE FROM A VARIETY OF BACKGROUNDS, FOR EXAMPLE, EDUCATION, INVESTING, JOURNALISM, ETC. OTHER MEMBERS OF THE GOVERNING BODY ARE COMMUNITY LEADERS AND PERSONS THAT REPRESENT THE BROAD INTERESTS OF THE PUBLIC.REG. SEC. 1.170A-9(F)(3)(III)(D)THE FOUNDATION RUNS THE WIKIPEDIA EDUCATION PROGRAM DIRECTLY FOR THE BENEFIT OF THE GENERAL PUBLIC ON A CONTINUING BASIS. IT PROMOTES THE INTEGRATION OF WIKIPEDIA INTO COURSEWORK BY EDUCATORS IN CANADA AND THE UNITED STATES. INSTRUCTORS ASSIGN THEIR STUDENTS TO WRITE WIKIPEDIA ARTICLES INSTEAD OF A TRADITIONAL TERM PAPER. AS A RESULT, THOUSANDS OF INSTRUCTORS AND STUDENT EDITORS CONTRIBUTE CONTENT TO WIKIPEDIA, WHICH CONTENT IS FREELY AVAILABLE TO THE GENERAL PUBLIC. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3714 3714 3714 X 2279847 0 2279847 -428 -428 2279419 2143590 428 428 2143162 0 2143162 PART X, LINE 2: THE FOUNDATION, AS DESCRIBED IN SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE, IS EXEMPT FROM INCOME TAXES ON RELATED INCOME UNDER PROVISIONS OF THE U.S. INTERNAL REVENUE CODE AND THE CALIFORNIA TAX CODE. THE FOUNDATION'S CURRENT ACCOUNTING POLICY IS TO EVALUATE UNCERTAIN TAX POSITIONS. ACCORDINGLY, A LOSS CONTINGENCY IS RECOGNIZED WHEN IT IS PROBABLE THAT A LIABILITY HAS BEEN INCURRED AS OF THE DATE OF THE FINANCIAL STATEMENTS AND THE AMOUNT OF THE LOSS CAN BE REASONABLY ESTIMATED. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITION AND CONCLUDED THAT THE FOUNDATION HAD MAINTAINED ITS TAX EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRED ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: REALIZED LOSSES ON INVESTMENTS RECLASSIFIED TO REVENUE -428. PART XII, LINE 2D - OTHER ADJUSTMENTS: REALIZED LOSSES ON INVESTMENTS RECLASSIFIED TO REVENUE 428. X X X X 0 0 0 0 0 0 0 0 0 FRANK SCHULENBURG EXECUTIVE DIRECTOR 174837 0 0 0 0 0 7092 0 22361 0 204290 0 0 0 TJ BLISS CHIEF ADVANCEMENT OFFICER 123600 0 0 0 0 0 5023 0 27369 0 155992 0 0 0 X 1 70242 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS REFLECTS THE NUMBER OF DONORS, NOT THE NUMBER OF ITEMS DONATED. FORM 990, PART III, LINE 2 THE NEW SCHOLARS & SCIENTISTS PROGRAM OFFERS COURSES THAT GIVE SCHOLARS, SCIENTISTS, AND OTHER PROFESSIONALS A TECHNICAL, PROCEDURAL, AND CULTURAL UNDERSTANDING OF WIKIPEDIA AND WIKIDATA. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT FORM 990 WAS REVIEWED BY MANAGEMENT, THE CHAIR OF THE BOARD, THE TREASURER AND THE AUDIT COMMITTEE. THE AUDIT COMMITTEE MEMBERS ALONG WITH THE OTHER REVIEWERS ASKED QUESTIONS AND PROVIDED COMMENTS. ONCE THE DRAFT WAS FINALIZED, THE AUDIT COMMITTEE APPROVED THE FILING OF THE FORM 990, AND DISTRIBUTED A COPY TO THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD, BOARD COMMITTEE MEMBERS AND OFFICERS ARE REQUIRED TO REVIEW AND SIGN ACKNOWLEDGEMENTS EACH FISCAL YEAR. IT IS THE RESPONSIBILITY OF INDIVIDUAL MEMBERS TO DISCLOSE ANY POSSIBLE CONFLICT OF INTEREST TO THE BOARD. THE BOARD, WITHOUT THE AFFECTED MEMBER, WILL DISCUSS AND DETERMINE WHETHER A CONFLICT EXISTS. IF IT IS DETERMINED THAT A CONFLICT OF INTEREST EXIST THE BOARD WILL INVESTIGATE WHETHER A SATISFACTORY ALTERNATIVE IS POSSIBLE FOR THE AFFECTED TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD REVIEWED COMPARABLE POSITIONS IN THE AREA. THE BOARD SET THE EXECUTIVE DIRECTOR'S COMPENSATION, AND THE EXECUTIVE DIRECTOR SET THE REST OF THE ORGANIZATION'S COMPENSATION BASED ON THE SAME CRITERIA. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC. THE FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE ON OUR WEBSITE. THESE DOCUMENTS ARE AVAILABLE FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D).