2020-11-10T10:57:19-06:00 2019-12-31 330835986 BAKER TILLY US LLP 135 MAIN STREET 9TH FLOOR SAN FRANCISCO CA 941051815 990 2019-01-01 941156356 WORLD AFFAIRS COUNCIL OF NORTHERN CALIFORNIA WORL 4152934630 312 SUTTER STREET NO 312 SAN FRANCISCO CA 94108 SUZY ANTOUNIAN COO 4152934600 2020-11-03 1 JOUA LO P01225144 4157812500 2020-11-03 149.20.203.62 2020-11-03 12:39:08 PS P F4C96650974DC2F7134376A1B25ACB38E91AD6AB 1CB256F184797CA3E42BB3C29AD19438E2AE95E0 2019 2021-01-29 14:40:06Z PHILIP W YUN 312 SUTTER STREET NO 312 SAN FRANCISCO CA 94108 2691329 0 X WWW.WORLDAFFAIRS.COM X 1947 CA EDUCATION AND ENGAGEMENT ON INTERNATIONAL ISSUES THROUGH PUBLIC PROGRAMS, CONFERENCES, MEDIA AND THE WORK OF GLOBAL PHILANTHROPHY FORUM WITH PHILANTHROPISTS AND SOCIAL INVESTORS. 40 40 23 8 0 0 2137100 1099702 325948 292247 436354 264487 567377 646263 3466779 2302699 0 120000 0 0 1917964 1918706 0 18870 361405 1418639 1182277 3336603 3239853 130176 -937154 8670488 8548182 458108 508164 8212380 8040018 THE MISSION OF THE ORGANIZATION IS TO ENGAGE THE PUBLIC IN THE EXPLORATION OF ISSUES AND OPPORTUNITIES THAT TRANSCEND BORDERS. 0 0 1053775 20000 234120 THE GLOBAL PHILANTHROPY FORUM (GPF) IS A DIVERSE COMMUNITY OF PHILANTHROPISTS, SOCIAL INVESTORS, GRANT MAKERS AND EXECUTIVES OF FOUNDATIONS COMMITTED TO STRATEGIC PHILANTHROPY AND ENGAGED IN INTERNATIONAL CAUSES. THROUGH AN ANNUAL CONFERENCE AND SPECIAL EVENTS, THE GPF CONNECTS THE MEMBERS OF THIS COMMUNITY TO ISSUES, TO EFFECTIVE STRATEGIES, TO POTENTIAL CO-FUNDING PARTNERS AND TO EMBLEMATIC AGENTS OF CHANGE FROM AROUND THE WORLD. IN SO DOING, GPF AIMS TO INFORM, ENABLE AND ENHANCE THE STRATEGIC NATURE OF THEIR PHILANTHROPY, GRANT MAKING AND SOCIAL INVESTING. 1104227 100000 58127 THE WORLD AFFAIRS COUNCIL OF NORTHERN CALIFORNIA ENGAGES THE PUBLIC IN THE EXPLORATION OF ISSUES AND OPPORTUNITIES THAT TRANSCEND BORDERS. IT CONVENES THOUGHT LEADERS, CHANGE MAKERS AND ENGAGES CITIZENS TO SHARE IDEAS, LEARN FROM EACH OTHER AND ENGAGE IN CONVERSATIONS THAT MATTER. FOUNDED IN 1947 WORLD AFFAIRS REMAINS ONE OF THE MOST VIBRANT GLOBAL AFFAIRS ORGANIZATIONS ON THE WEST COAST. PROGRAMS INCLUDE: GLOBAL POLICY FORUM; THE EDUCATION PROGRAM SERVING STUDENTS AND EDUCATORS, THE CITIZEN AWARDS DINNER, A WEEKLY RADIO PROGRAM AIRING ON NPR STATIONS, PODCASTS AND MULTI-MEDIA OFFERINGS ON THE ORGANIZATION'S WEBSITE. 2158002 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 1 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 15 0 1 23 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 40 40 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X SYLVESTER BONGOLAN 4152934630 312 SUTTER STREET SAN FRANCISCO CA 94108 VISBAL JONATHAN TRUSTEE, CHAIRMAN 1.00 X X 0 0 0 ARNOLD DAVID D TRUSTEE, TREASURER 2.00 X X 0 0 0 MCKENZIE GEORGE LINDA TRUSTEE, SECRETARY (THROUGH 12/19) 1.00 X X 0 0 0 ANDERSON SIGURD TRUSTEE 1.00 X 0 0 0 BAKER MICHAEL TRUSTEE 1.00 X 0 0 0 BAKHSHI NANDITA TRUSTEE (THROUGH 8/19) 1.00 X 0 0 0 BINDER JONI TRUSTEE 1.00 X 0 0 0 BLEICH JEFFREY TRUSTEE 1.00 X 0 0 0 BONNEY J DENNIS TRUSTEE 1.00 X 0 0 0 CALHOUN LINDA TRUSTEE 1.00 X 0 0 0 CHIN CHRISTY TRUSTEE 1.00 X 0 0 0 DONNELLEY ELLIOTT TRUSTEE (THROUGH 4/19) 1.00 X 0 0 0 DRAPER WILLIAM H TRUSTEE 1.00 X 0 0 0 FISH RAM TRUSTEE 1.00 X 0 0 0 FRANKEL CHARLES TRUSTEE 1.00 X 0 0 0 FULLER WILLIAM TRUSTEE 1.00 X 0 0 0 GAEDE WILLIAM G TRUSTEE 1.00 X 0 0 0 GANTEN JENNIFER TRUSTEE (THROUGH 1/19) 1.00 X 0 0 0 GIERE JOHN TRUSTEE (THROUGH 12/19) 1.00 X 0 0 0 GUERNSEY KEN TRUSTEE 1.00 X 0 0 0 GUGGENHIME RICHARD TRUSTEE 1.00 X 0 0 0 HAIDAMUS RAMZI TRUSTEE 1.00 X 0 0 0 HOLZEMER BEN TRUSTEE 1.00 X 0 0 0 JANJUA ARIF TRUSTEE 1.00 X 0 0 0 JARVIS NANCY A TRUSTEE 1.00 X 0 0 0 KRAUSZ STEVEN TRUSTEE 1.00 X 0 0 0 LANDFAIR STAN TRUSTEE 1.00 X 0 0 0 MALIK SABEEN TRUSTEE 1.00 X 0 0 0 MIREK LORI TRUSTEE 1.00 X 0 0 0 MONDAL MAINUL ISLAM TRUSTEE (THROUGH 12/19) 1.00 X 0 0 0 MOORE JAMES TRUSTEE 1.00 X 0 0 0 NORBY R DOUG TRUSTEE 1.00 X 0 0 0 OVERHOFF BETTY TRUSTEE (THROUGH 3/19) 1.00 X 0 0 0 PHILLIPS JASON TRUSTEE 1.00 X 0 0 0 POWELL ANDREW TRUSTEE 1.00 X 0 0 0 RAJGOPAL KAUSIK TRUSTEE 1.00 X 0 0 0 RETTENBERG FRANK TRUSTEE 1.00 X 0 0 0 ROBERTSON PETER TRUSTEE 1.00 X 0 0 0 ROBERTSON JAMES TRUSTEE 1.00 X 0 0 0 SAHAI AVANISH TRUSTEE 1.00 X 0 0 0 SASSON UZI TRUSTEE 1.00 X 0 0 0 SERA YUMI TRUSTEE 1.00 X 0 0 0 SIINO THOMAS TRUSTEE (THROUGH 4/19) 1.00 X 0 0 0 SUCCAR RANIA TRUSTEE 1.00 X 0 0 0 SYDNEY SMITH KATHRYN TRUSTEE (THROUGH 9/19) 1.00 X 0 0 0 VISWANATHAN SRIRAM TRUSTEE 1.00 X 0 0 0 WIESBARD BRYAN TRUSTEE 1.00 X 0 0 0 WILLRICH MASON TRUSTEE 1.00 X 0 0 0 ZOGLIN KATIE TRUSTEE 1.00 X 0 0 0 WALES JANE EX-OFFICIO TRUSTEE,CEO(THROUGH 8/31) 40.00 X 308324 0 29403 YUN PHILIP EX-OFFICIO TRUSTEE, CEO 40.00 X 64185 0 91 ANTOUNIAN SUZY EX-OFFICIO TRUSTEE, COO 40.00 X 215848 0 23775 THORSON CARLA VP PUBLIC PROGRAMS 40.00 X 140209 0 28817 BEATTY LAURA EXECUTIVE PRODUCER 40.00 X 105027 0 19054 833593 0 101140 4 0 1 0 SPENCER STUART PO BOX 98991 CHICAGO IL 60693 EXECUTIVE SEARCH 143490 GOOD COMPANY COMMUNICATIONS 904 SAINT HELENA AVENUE SANTA ROSA CA 95404 AUDIO VISUAL 132504 HC GLOBAL FUND SERVICES LLC 312 SUTTER STREET SUITE 601 SAN FRANCISCO CA 94108 ACCOUNTING SERVICES 112800 3 56483 228844 814375 6474 1099702 PROGRAM FEES 900099 292247 292247 292247 264487 264487 1011143 279068 732075 732075 732075 23750 228844 109562 -85812 -85812 2302699 292247 0 910750 100000 100000 20000 20000 641626 349046 208313 84267 976544 736458 107601 132485 93549 62012 13391 18146 111979 72671 17173 22135 95008 71985 10012 13011 142190 73320 46310 22560 18870 18870 127197 48120 53264 25813 66135 46636 3351 16148 60955 11559 47997 1399 48587 4021 44566 144345 138860 4955 530 155058 27094 122967 4997 34280 34280 PROGRAMS 402940 396220 6266 454 DONOR RELATIONS 590 590 3239853 2158002 720446 361405 420654 214585 1158482 931001 29405 92300 46948 67636 63897 83201 6101298 5127705 1085550 973593 5479104 5854369 386448 331497 8670488 8548182 266895 199036 91236 197018 99977 112110 458108 508164 X 1937755 1494726 6274625 6545292 8212380 8040018 8670488 8548182 -937154 764792 0 X 0 1 X 1 0 X 2879048 3008275 2026760 2137100 1099702 11150885 504194 470215 394315 325948 292247 1986919 3383242 3478490 2421075 2463048 1391949 13137804 325843 308579 321793 164940 104200 1225355 0 325843 308579 321793 164940 104200 1225355 11912449 953403 993023 1173851 1247608 1275630 5643515 953403 993023 1173851 1247608 1275630 5643515 4336645 4471513 3594926 3710656 2667579 18781319 0.63430 0.54420 0.30050 0.25760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5443795 999091 272252 6170634 6061710 -357915 260000 5443795 5389573 50000 847067 224930 6061710 5081558 4780 531796 228561 5389573 5206131 227371 -130799 221145 5081558 0.54490 0.45510 0 0 315665 315665 5027543 4452185 575358 758090 675520 82570 973593 SECURITY DEPOSITS 112110 112110 X 3157054 764792 109563 874355 2282699 20000 20000 2302699 3329416 109563 109563 3219853 20000 20000 3239853 PART V, LINE 4: THE ENDOWMENT FUNDS ARE USED TO SUPPORT PROGRAMMING IN HUMAN RIGHTS AND RELATED FIELDS AND TO SUPPORT STUDENT SCHOLARSHIPS FOR VARIOUS COUNCIL ACTIVITIES. PART X, LINE 2: THE COUNCIL IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. EACH YEAR, MANAGEMENT CONSIDERS WHETHER THE COUNCIL HAS ANY UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS, INCLUDING WHETHER THE COUNCIL HAS ENGAGED IN ANY ACTIVITIES THAT COULD AFFECT THE COUNCIL'S INCOME TAX STATUS OR RESULT IN TAXABLE INCOME. MANAGEMENT BELIEVES THAT ANY POSITIONS THE COUNCIL HAS TAKEN ARE SUPPORTED BY SUBSTANTIAL AUTHORITY AND WOULD MORE LIKELY THAN NOT BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY. MANAGEMENT HAS DETERMINED THAT THE COUNCIL DOES NOT HAVE ANY MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 109,563. PART XI, LINE 4B - OTHER ADJUSTMENTS: GRANT NETTED AGAINST REVENUE ON FINANCIAL STATEMENTS 20,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 109,563. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANT NETTED AGAINST REVENUE ON FINANCIAL STATEMENTS 20,000. 0 0 0 0 0 0 0 0 0 0 SUB-SAHARAN AFRICA 20000 WIRE BOOK 1 0 0 0 0 0 0 0 PART III ACCOUNTING METHOD: X X 1 JODY MAHONEY 2031 - 30TH AVENUE SAN FRANCISCO CA 94116 FUNDRAISING CONSULTING 0 0 18870 -18870 18870 -18870 CA AWARD DINNER 252594 228844 23750 749 22109 50878 35826 252594 228844 23750 749 22109 50878 35826 109562 -85812 0 THE ASPEN INSTITUTE 2300 N STREET NW SUITE 700 WASHINGTON DC 20037 840399006 501(C)(3) 100000 PROGRAM SUPPORT 1 0 1 X X X X X 0 0 0 0 0 0 0 0 0 WALES JANE EX-OFFICIO TRUSTEE,CEO(THROUGH 8/31) 308324 0 0 0 0 0 28000 0 1403 0 337727 0 0 0 ANTOUNIAN SUZY EX-OFFICIO TRUSTEE, COO 202848 0 13000 0 0 0 22444 0 1331 0 239623 0 0 0 THORSON CARLA VP PUBLIC PROGRAMS 138779 0 1430 0 0 0 14762 0 14055 0 169026 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS A MEMBERSHIP ORGANIZATION. THE MEMBERS ELECT THE TRUSTEES AND ATTEND AN ANNUAL MEMBERSHIP MEETING WHICH COINCIDES WITH A BOARD MEETING. ALL GOVERNANCE DECISIONS ARE MADE BY THE BOARD OF TRUSTEE IN ACCORDANCE WITH THE ORGANIZATION'S BYLAWS. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION HAS MEMBERS WHO ELECT THE TRUSTEES. THE MEMBERS CANNOT APPOINT TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AN OUTSIDE TAX PROFESSIONAL. THE FORM IS THEN REVIEWED BY THE ORGANIZATION'S MANAGEMENT AND ITS AUDIT COMMITTEE. THIS GROUP OF INDIVIDUALS DISCUSSES THE CONTENTS OF THE RETURN WITH THE OUTSIDE TAX PROFESSIONAL AS NEEDED. AFTER A FULL REVIEW (WITH MODIFICATIONS WHERE NECESSARY), THE COMPLETE 990 IS PROVIDED TO ALL MEMBERS OF THE ORGANIZATION'S BOARD OF TRUSTEES PRIOR TO ITS FILING WITH THE DEPARTMENT OF TREASURY. FORM 990, PART VI, SECTION B, LINE 12C ALL PERSONNEL AND BOARD MEMBERS ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS AND ANY RELATED PARTY AFFILIATIONS. LOANS BETWEEN THE ORGANIZATION AND MEMBERS OF MANAGEMENT AND THE BOARD ARE STRICTLY PROHIBITED. THE ORGANIZATION SEEKS FULL TRANSPARENCY ON ALL RELATIONSHIPS. ANY POTENTIAL CONFLICTS ARE DISCUSSED OPENLY AND RESOLVED IN ACCORDANCE WITH THE ORGANIZATION'S POLICIES AND PROCEDURES. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION DATA FOR THE CEOS AND HIGHEST PAID EMPLOYEES OF SEVERAL LIKE KIND ORGANIZATIONS WAS OBTAINED FROM PUBLICLY AVAILABLE TAX RETURNS AND FROM A THIRD PARTY COMPENSATION SURVEY CONDUCTED ON NORTHERN CALIFORNIA NON-PROFITS. THE CHAIR OF THE PERSONNEL COMMITTEE HAS REVIEWED THIS INFORMATION AND RECOMMENDED TO THE CHAIRMAN OF THE BOARD THAT THE COMPENSATION LEVELS WERE APPROPRIATE FOR THE POSITIONS HELD. FORM 990, PART VI, SECTION C, LINE 18 FORM 1023 AND ANNUAL FORM 990 ARE AVAILABLE UPON REQUEST FROM THE ORGANIZATION'S GENERAL OFFICE. FORM 990, PART VI, SECTION C, LINE 19 ALL OF THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND OTHER LEGAL FILINGS ARE MAINTAINED IN A SECURE ENVIRONMENT AND HELD AVAILABLE FOR INSPECTION BY TAX AUTHORITIES AND THE GENERAL PUBLIC AT THE ORGANIZATION'S OFFICE IN SAN FRANCISCO, CALIFORNIA.