2020-10-22T15:10:41-05:00 2019-06-30 420714325 RSM US LLP 9737 WASHINGTONIAN BLVD SUITE 400 GAITHERSBURG MD 20878 990 2018-07-01 530242992 GREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS ASSOCIATION INC GREA 7039982778 3939 CAMPBELL AVE ARLINGTON VA 22206 DAVID C PURVIS CHIEF FINANCIAL OFFICER 7039982600 2020-10-21 1 JULIA FLANNERY P00928918 3012963700 2020-10-21 73.213.141.28 2020-10-21 13:47:50 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 4EE6A31F760B3C5EA0809148B0E883CC4242B14C 2018 2021-01-29 14:40:06Z X WETA DAVID C PURVIS 3939 CAMPBELL AVE ARLINGTON VA 22206 118458230 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 27 26 377 101 136403 72262 102683316 110557226 3833791 3932426 1475303 2824514 693505 569435 108685915 117883601 147600 388794 0 0 39759662 40535323 1462746 1341746 10623068 73867158 54698548 115237166 96964411 -6551251 20919190 143293747 168357435 10551969 14177041 132741778 154180394 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 55532730 388794 3939998 TELEVISION PRODUCTION - WETA IS ANNUALLY ONE OF THE THREE LARGEST PRODUCING STATIONS FOR PUBLIC TELEVISION IN THE UNITED STATES. WETA PRODUCTIONS INCLUDE "WASHINGTON WEEK," "PBS NEWSHOUR," DOCUMENTARIES FROM KEN BURNS, AND PERFORMANCE SPECIALS FROM THE WHITE HOUSE, THE JOHN F. KENNEDY CENTER FOR THE PERFORMING ARTS, AND THE WEST LAWN OF THE U.S. CAPITOL. WETA ALSO PRODUCES SPECIALS THAT ADDRESS CURRENT, LOCAL AND NATIONAL TOPICS AND ISSUES. 14015416 528261 LOCAL BROADCASTING - TELEVISION & RADIO - WETA IS THE FLAGSHIP PUBLIC TELEVISION STATION IN THE GREATER WASHINGTON AREA. WETA OFFERS QUALITY TELEVISION PROGRAMMING ON FOUR DIGITAL CHANNELS 24 HOURS A DAY: WETA TV 26, WETA HD, WETA KIDS AND WETA UK. WETA BROADCASTS A CHILDREN'S EDUCATIONAL TELEVISION SERVICE THAT DELIGHTS CHILDREN WHILE BUILDING READING, SCIENCE, TECHNOLOGY AND MATH SKILLS; PROGRAMMING FOR LIFELONG LEARNING; PUBLIC AFFAIRS ANALYSIS AND DOCUMENTARIES; PERFORMANCE PROGRAMMING CELEBRATING THE CULTURAL DIVERSITY OF THE COUNTRY; ACCLAIMED HISTORY, SCIENCE AND NATURE PROGRAMMING; AND THE BEST IN BRITISH TELEVISION. 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. CLASSICAL WETA 90.9 FM PROVIDES AN IMPORTANT CONNECTION BETWEEN MANY FINE PERFORMING ARTS ORGANIZATIONS IN THE AREA AND THE COMMUNITY THROUGH PARTNERSHIPS TO RECORD AND BROADCAST CONCERTS, PROMOTE EVENTS, AND BY HIGHLIGHTING THE RICH CULTURAL OFFERINGS OF OUR REGION. 5335761 2564 ONLINE RESOURCES - 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. 74883907 1 1 0 1 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 1 458 0 1 377 1 1 1 0 0 0 0 1 1 0 0 0 1 0 0 0 X 27 26 0 0 0 0 0 0 0 1 1 0 0 1 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 DAVID C PURVIS 7039982778 3939 CAMPBELL AVE ARLINGTON VA 22206 SHARON PERCY ROCKEFELLER PRESIDENT & CEO 40.00 X X 577088 0 46642 TIMOTHY C COUGHLIN CHAIRMAN 1.00 X X 0 0 0 CATHERINE STEVENS VICE CHAIR & SECRETARY 1.00 X X 0 0 0 KEN ADELMAN TRUSTEE 1.00 X 0 0 0 KARNA SMALL BODMAN 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 JOHN DALTON TRUSTEE 1.00 X 0 0 0 GREGORY GALLOPOULOS TRUSTEE 1.00 X 0 0 0 RONALD GORDON TRUSTEE 1.00 X 0 0 0 FRED HUMPHRIES TRUSTEE 1.00 X 0 0 0 TIM KEATING TRUSTEE 1.00 X 0 0 0 JUDY KOVLER TRUSTEE 1.00 X 0 0 0 ROGER KRONE TRUSTEE 1.00 X 0 0 0 SUSAN LEE TRUSTEE 1.00 X 0 0 0 JERRY LIBIN TRUSTEE 1.00 X 0 0 0 ELIZABETH LODAL TRUSTEE 1.00 X 0 0 0 MARA MAYOR TRUSTEE THRU 5/19 1.00 X 0 0 0 LARRY NUSSDORF TRUSTEE 1.00 X 0 0 0 ROBERT QUINN TRUSTEE 1.00 X 0 0 0 MARGARET RICHARDSON TRUSTEE 1.00 X 0 0 0 TOM SAYLAK TRUSTEE 1.00 X 0 0 0 PAULINE SCHNEIDER TRUSTEE 1.00 X 0 0 0 JOHN SCHWIETERS 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 CHRISTOPHER WOLF TRUSTEE THRU 3/19 1.00 X 0 0 0 SALLY MERTEN TRUSTEE THRU 3/19 1.00 X 0 0 0 EDWARD HART RICE TRUSTEE THRU 3/19 1.00 X 0 0 0 DALTON DELAN EXECUTIVE VP & CPO 40.00 X 325955 0 50292 LISA LINDSTROM DELANEY SENIOR VP & GENERAL COUNSEL 40.00 X 303037 0 55864 JOSEPH BRUNS INTERIM COO THRU 7/18 40.00 X 221724 0 9734 JASON DAISEY EXECUTIVE VP & COO 40.00 X 383245 0 23559 DAVID C PURVIS SVP & CFO & TREASURER 40.00 X 29574 0 1371 MICHAEL RANCILIO SENIOR VP & GM 40.00 X 289357 0 41521 SARA JUST SENIOR VP & EXECUTIVE PRODUCER 40.00 X 362428 0 27189 WILLIAM BRANGHAM CORRESPONDANT 40.00 X 266540 0 24669 JUDY C WOODRUFF ANCHOR 40.00 X 596507 0 27000 MATTHEW SPEISER VP OPERATIONS 40.00 X 244035 0 51651 THOMAS CHIODO EXECUTIVE PRODUCER 40.00 X 262722 0 29467 JEFFREY BROWN STAFF CORRESPONDANT 40.00 X 301932 0 36581 4164144 0 425540 118 0 1 0 THE MASLOW MEDIA GROUP INC 22 BALTIMORE ROAD ROCKVILLE MD 20850 STAFFING SERVICE 1169868 INTEGRATED DIRECT MARKETING LLC 1250 CONNECTICUT AVE NW 700 WASHINGTON DC 20036 MAILROOM SERVICE 784942 THE ASSOCIATED PRESS PO BOX 414212 BOSTON MA 022414212 WIRE SERVICE 576442 DONOR DEVELOPMENT STRATEGIES LLC 141 UNION BLVD STE 300 LAKEWOOD CO 80228 CANVASSING SERVICE 547789 GATES AIR INC PO BOX 732502 DALLAS TX 753732502 MAINTENANCE & REPAIR 358690 26 255025 5069358 105232843 1029984 110557226 TELEVISION PROJECTS 900099 2695758 2695758 ANCILLARY REVENUES 900099 708407 708407 PBNS SALES COMMISSION 900099 228606 228606 RENT 501(C)3 TENANTS 900002 140628 140628 RADIO STUDIO RENT 900002 85854 85854 73173 73173 3932426 2073081 2073081 535833 535833 484030 504977 -20947 -20947 85903 -106850 774216 0 22783 774216 -22783 751433 751433 49433 46869 2564 2564 WETA MAGAZINE 511120 50500 50500 MISCELLANEOUS REVENUE 900099 1485 1485 51985 117883601 4470823 136403 2719149 X 388794 388794 4119913 2374456 1745457 28292577 21220093 3630283 3442201 2379094 1775617 353812 249665 3593265 2681803 534380 377082 2150474 1604989 319812 225673 143379 143379 98123 98123 62725 62725 1341746 1341746 80835 80835 1312485 369991 265369 677125 1484671 672966 5134 806571 3918121 1458258 608187 1851676 115064 103869 11195 2565069 1111042 1442717 11310 1933824 1762210 42522 129092 448213 366115 14664 67434 71831 71831 2093644 1399441 665026 29177 247763 453 247310 PRODUCTION AND ACQUISIT 31655479 31270045 72108 313326 PUBLIC BROADCASTING SER 5574313 5574313 PROPERTY TAX EXPENSE 493616 93380 400236 MEMBERSHIPS 152420 53576 78379 20465 2246973 602496 563952 1080525 96964411 74883907 11457436 10623068 12125619 16548336 258525 268300 21861350 26548390 3338146 3674537 27450 28320 1746683 1806077 53879017 42344872 12197506 11534145 29833053 31690798 19547832 20813398 42357583 55445134 143293747 168357435 5127242 9604163 379684 327997 3704044 2724042 1340999 1520839 10551969 14177041 X 31266705 32585571 91620901 0 9854172 121594823 132741778 154180394 143293747 168357435 20919190 519426 0 X 0 1 X 1 1 1 X 103972290 86011347 87923660 102683316 110557226 491147839 103972290 86011347 87923660 102683316 110557226 491147839 491147839 1741420 1469528 1435575 2008761 2856766 9512050 35326 45199 17659 72262 170446 43147 51317 16548 8120 1485 120617 500950952 17906558 0.98040 0.98260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 0 0 1 62725 62725 0 PART II-B, LINE 1: LOBBYING ACTIVITIES INCLUDE SOME OF WETA'S APTS & APTS ACTION DUES. 44563713 961021 2747024 435846 47835912 42606472 100000 2923952 1066711 44563713 37659843 2143690 4412939 1610000 42606472 39945720 935600 526620 3748097 37659843 40437801 500 1069494 1562075 39945720 0.39350 0.20600 0.40050 0 0 2216975 2216975 8924944 6633622 2291322 10718621 7912457 2806164 31757624 27798793 3958831 260853 260853 11534145 TOTAL BOND MKT INDEX INST 9909892 F TOTAL STOCK MKT IDX INST 10878523 F ALTERNATIVE INVESTMENT 24983 F 20813398 FILM ASSETS 53924295 DEFERRED COMPENSATION ASSET 1520839 55445134 DEFERRED COMPENSATION LIABILITY 1520839 1520839 X 119005385 519426 99358 618784 118386601 48846 -551846 -503000 117883601 97566769 99358 551846 651204 96915565 48846 48846 96964411 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 -46,869. RENTAL EXPENSES -504,977. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 46,869. RENTAL EXPENSES 504,977. X X X X X X 1 MINDFUL MEDIA PARTNERS 6326 W 85TH PLACE LOS ANGELES CA 90045 CONSULTING 0 7350000 337500 7012500 CHARITABLE AUTO RESOURCES INC 8804 BALBOA AVE SAN DIEGO CA 92123 CAR DONATE SERVICES 1 460554 92055 368499 DONOR DEVELOPMENT STRATEGIES LLC 899 LOGAN ST SUITE 300 DENVER CO 80203 OUTSOURCED SERVICES 0 132403 299730 -167327 LISA COLEMAN PAULSEN DB MINDFUL MEDIA PARTNERS 1054 1ST STREET MANHATTAN BEACH CA 90266 CONSULTING 0 100000 20000 80000 PUBLIC INTEREST COMM INC 7700 LEESBURG PIKE SUITE 301 NORTH FALLS CHURCH VA 22043 TELEMARKETING 0 88421 53143 35278 INTEGRATED DIRECT MARKETING LLC 1250 CONNECTICUT AVE NW 200 WASHINGTON DC 20036 CONSULTING 0 0 348000 -348000 BARBARA SIMS INC 9663 MAIN STREET SUITE C FAIRFAX VA 22032 LIST BROKER 0 0 154051 -154051 THE ENGAGE GROUP LLC 7160 COLUMBIA GATEWAY DRIVE SUITE COLUMBIA MD 21045 CONSULTING 0 0 37267 -37267 8131378 1341746 6789632 AL AK AR CA CO CT DC FL GA KS KY LA ME MD MA MI MN MO MT NH NJ NY NC OH OK OR PA RI SC TN UT VA WA WV WI 1 ALASKA PUBLIC TELECOMMUNICATIONS INC 3877 UNIVERSITY DRIVE ANCHORAGE AK 99508 237394629 501(C)(3) 5950 STATION GRANT AMARILLO JUNIOR COLLEGE DISTRICT 2408 S JACKSON STREET AMARILLO TX 79109 756000031 501(C)(3) 7500 STATION GRANT BLUE RIDGE PUBLIC TV 1215 MCNEIL DRIVE SW ROANOKE VA 24015 540798878 501(C)(3) 7500 STATION GRANT COMMUNITY TELEVISION FOUNDATION OF SOUTH FLORIDA INC DBA WPBT MIAMI FL 33181 590737868 501(C)(3) 9500 STATION GRANT DETROIT PUBLIC TELEVISION 1 CLOVER COURT WIXOM MI 483932247 381440200 501(C)(3) 7500 STATION GRANT EAST TN PUBLIC COMMUNICATION 1611 E MAGNOLIA AVENUE KNOXVILLE TN 379177825 621173293 501(C)(3) 7500 STATION GRANT EDUCATIONAL BROADCASTING AUTHORITY 600 CAPITOL STREET CHARLESTON WV 25301 550481412 7500 STATION GRANT ETV ENDOWMENT OF SOUTH CAROLINA INC 401 EAST KENNEDY STREET SPARTANBURG SC 293021970 570657549 501(C)(3) 15842 STATION GRANT GEORGIA PUBLIC BROADCASTING 260 14TH STREET NW ATLANTA GA 303185360 581496258 501(C)(3) 22150 STATION GRANT INDIANA UNIVERSITY 400 E 7TH STREET BLOOMINGTON IN 47405 356001673 501(C)(3) 7400 STATION GRANT KCET 2900 WEST ALAMEDA AVE BURBANK CA 90212 952211661 501(C)(3) 7500 STATION GRANT KENTUCKY EDUCATIONAL TELEVISION FOUNDATION INC 600 COOPER DR LEXINGTON KY 40502 610722558 501(C)(3) 6900 STATION GRANT KPBT - PERMIAN BASIAN PBS PO BOX 8940 MIDLAND TX 79708 203221344 501(C)(3) 7500 STATION GRANT KPTS 320 WEST 21ST STREET NOR WICHITA KS 67203 480735215 501(C)(3) 7500 STATION GRANT KSMQ PUBLIC SERVICE MEDIA INC 2000 EIGTH AVE NW AUSTIN MN 55912 680599645 501(C)(3) 7500 STATION GRANT LEHIGH VALLEY PUBLIC TELECOMMUNICATIONS CORP 123 SESAME STREET BETHLEHEM PA 180154799 231642883 501(C)(3) 7500 STATION GRANT MILWAUKEE PUBLIC TELEVISION 1036 N EIGHTH STREET 4TH FLOOR MILWAUKEE WI 532331409 396003459 501(C)(3) 10000 STATION GRANT MISSISSIPPI PUBLIC BROADCASTING TELEVISION 3825 RIDGEWOOD ROAD JACKSON MS 39211 640501333 501(C)(3) 7500 STATION GRANT MOUNTAIN LAKE PBS ONE SESAME STREET PLATTSBURGH NY 12901 141513789 501(C)(3) 10000 STATION GRANT NASHVILLE PUBLIC TELEVISION 161 RAINS AVENUE NASHVILLE TN 37203 621740928 501(C)(3) 6000 STATION GRANT NEW HAMPSHIRE PUBLIC TELEVISION 18 GARRISON AVENUE DURHAM NH 03824 943443883 501(C)(3) 7500 STATION GRANT NORTH TEXAS PUBLIC BROADCASTING INC 3000 HARRY HINES BLVD DALLAS TX 75201 752084961 501(C)(3) 9987 STATION GRANT PUBLIC TELEVISION 19 INC 125 EAST 31ST STREET KANSAS CITY MO 64108 237114952 501(C)(3) 15000 STATION GRANT REDWOOD EMPIRE PUBLIC TV INC 7246 HUMBOLDT HILL ROAD EUREKA CA 95503 941658168 501(C)(3) 7500 STATION GRANT SOUTH CAROLINA ETV COMMISSIO 1041 ROGERS BLVD COLUMBIA SC 292014761 576000286 501(C)(3) 7500 STATION GRANT STATE OF ARKANSAS 350 SOUTH DONAGHEY AVENUE CONWAY AR 72034 710847443 GOVERNMENT 17500 STATION GRANT TEXAS TECH UNIVERSITY SYSTEMS 3406 18TH ST LUBBOCK TX 79410 756002622 501(C)(3) 7500 STATION GRANT THE PENNSYLVANIA STATE UNIVERSITY 110 TECHNOLOGY CENTER BUILDING UNIVERSITY PARK PA 168027000 246000376 501(C)(3) 10500 STATION GRANT THE UNIVERSITY OF ARIZONA DBA ARIZONA PUBLIC MEDIA TUCSON AZ 857223310 742652689 501(C)(3) 10000 STATION GRANT TWIN CITIES PUBLIC TV 172 EAST 4TH STREET ST PAUL MN 55101 410769851 501(C)(3) 6000 STATION GRANT UNC CENTER FOR PUBLIC TV 10 TW ALEXANDER DRIVE RESEARCH TRIANGLE PARK NC 27709 566172047 7500 STATION GRANT UNIVERSITY OF CENTRAL FLORIDA RESEARCH FOUNDATION INC C/O JENNIFER COOK WUCF ORLANDO FL 32826 593086453 501(C)(3) 5000 STATION GRANT UNIVERSITY OF UTAH 101 S WASATCH DR ROOM 215 SALT LAKE CITY UT 841121792 876000525 501(C)(3) 7500 STATION GRANT UPPER CUMBERLAND BROADCAST COUNCIL INC 229 E BROAD STREET COOKEVILLE TN 38501 621203449 501(C)(3) 7500 STATION GRANT VALLEY PUBLIC TELEVISIONKVPT 1544 VAN NESS AVENUE FRESNO CA 93721 770162617 501(C)(3) 7500 STATION GRANT WASHBURN UNIVERSITY OF TOPEKA 1700 SW COLLEGE AVE TOPEKA KS 666211100 486030115 501(C)(3) 8500 STATION GRANT WEST CENTRAL MINNESOTA EDUCATIONAL TELEVISION COMPANY 120 WEST SCHLIEMAN AVENUE APPLETON MN 56208 416038611 501(C)(3) 7500 STATION GRANT WESTERN ILLINOIS UNIVERSITY FOUNDATION 1 UNIVERSITY CIRCLE SHERMAN HALL 303 MACOMB IL 61455 376046814 501(C)(3) 17500 STATION GRANT WHYY-TV 150 N SIXTH ST PHILADELPHIA PA 19106 231438083 501(C)(3) 6065 STATION GRANT WITF PUBLIC MEDIA CENTER 4801 LINDLE ROAD HARRISBURG PA 17111 231629016 501(C)(3) 7500 STATION GRANT WJCT CHANNEL 7 FM 90 100 FESTIVAL PARK AVE JACKSONVILLE FL 32202 590711482 501(C)(3) 7250 STATION GRANT WLJT-TVDT 210 HURT 155 CLEMENT HALL MARTIN TN 38238 621177950 501(C)(3) 7500 STATION GRANT WSKG PUBLIC TV & RADIO 601 GATES ROAD VESTAL NY 13850 150620345 501(C)(3) 9250 STATION GRANT WSRE-TV FOUNDATION INC 1000 COLLEGE BLVD PENSACOLA FL 32504 592993200 501(C)(3) 7500 STATION GRANT 42 2 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 0 0 0 0 1 0 SHARON PERCY ROCKEFELLER PRESIDENT & CEO 495556 0 74256 0 7276 0 27000 0 19642 0 623730 0 0 0 DALTON DELAN EXECUTIVE VP & CPO 279302 0 42611 0 4042 0 27000 0 23292 0 376247 0 0 0 LISA LINDSTROM DELANEY SENIOR VP & GENERAL COUNSEL 240479 0 62080 0 478 0 25034 0 30830 0 358901 0 0 0 JOSEPH BRUNS INTERIM COO THRU 7/18 196177 0 22650 0 2897 0 9705 0 29 0 231458 0 0 0 JASON DAISEY EXECUTIVE VP & COO 313517 0 69250 0 478 0 10462 0 13097 0 406804 0 0 0 MICHAEL RANCILIO SENIOR VP & GM 261933 0 26523 0 901 0 26809 0 14712 0 330878 0 0 0 SARA JUST SENIOR VP & EXECUTIVE PRODUCER 327669 0 33600 0 1159 0 27000 0 189 0 389617 0 0 0 WILLIAM BRANGHAM CORRESPONDANT 264820 0 0 0 1720 0 24558 0 111 0 291209 0 0 0 JUDY C WOODRUFF ANCHOR 589231 0 0 0 7276 0 27000 0 0 0 623507 0 0 0 MATTHEW SPEISER VP OPERATIONS 217889 0 22500 0 3646 0 22786 0 28865 0 295686 0 0 0 THOMAS CHIODO EXECUTIVE PRODUCER 223336 0 35119 0 4267 0 19963 0 9504 0 292189 0 0 0 JEFFREY BROWN STAFF CORRESPONDANT 296890 0 1000 0 4042 0 27000 0 9581 0 338513 0 0 0 PART I, LINE 7 THE BONUSES PAID ARE NON-FIXED PAYMENTS. THE INCENTIVE COMPENSATION IS DETERMINED BY THE COMMITTEE AND/OR THE BOARD AND IS BASED UPON PERFORMANCE AND UPON THE FINANCIAL PERFORMANCE OF THE ORGANIZATION. X 587 376231 CARS REPORT. SEE PART II X 90 653753 ML REPORT. SEE PART II. 0 1 1 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 ORGANIZATIONS' FORM 990 UNDERGOES A NUMBER OF INTERNAL AND EXTERNAL REVIEWS BEFORE IT IS FILED WITH THE IRS. THE RETURN IS PREPARED BY THE CONTROLLER, THEN REVIEWED BY THE CFO, THEN BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM. 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, CHIEF PROGRAMMING 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, HEADING B, AMENDED RETURN FORM 990 PART IX, LINES 11E AND 24E AND SCHEDULE G, PART I, LINE 2B HAVE BEEN AMENDED. SCHEDULE G, PART I, LINE 2B HAS BEEN AMENDED TO ADJUST THE AMOUNT PAID IN COLUMN V FOR CERTAIN FUNDRAISERS AND TO ADD PROFESSIONAL FUNDRAISERS THAT WERE INADVERTANTLY LEFT OFF THE ORIGINALLY FILED RETURN. THIS CHANGE RESULTED IN A RECLASSIFICATION OF AMOUNTS ON FORM 990, PART IX, LINE 11E, COLUMN D AND LINE 24E, COLUMN D. NEWSHOUR PRODUCTIONS LLC 2775 SOUTH QUINCY STREET ARLINGTON VA 22206 465682322 PBS NEWSHOUR VA 67924907 30608927 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