2020-10-21T09:35:05-05:00 2019-12-31 EISNERAMPER LLP 733 THIRD AVENUE NEW YORK NY 100172703 990 2019-01-01 237396384 WORLD EDUCATION SERVICES INC % ASTRID VERMEER WORL 2122197309 ONE BATTERY PARK PLAZA NEW YORK NY 10004 ESTHER T BENJAMIN CEO & Exec. Direc. 2122197309 2020-10-20 true CANDICE METH P01306891 2129498700 64.238.150.4 13478420202955000003 2020-10-21 P 45A53ABA3C8FB34A8A5CF5610FD815000D7E05EB 45A53ABA3C8FB34A8A5CF5610FD815000D7E05EB 2019 2021-01-29 14:40:06Z ESTHER T BENJAMIN ONE BATTERY PARK PLAZA NEW YORK NY 10004 88412178 false X www.wes.org X 1974 NY WES ADVANCES THE GLOBAL MOBILITY AND INTEGRATION OF PEOPLE INTO ACADEMIC AND PROFESSIONAL SETTINGS BY EVALUATING ACADEMIC CREDENTIALS. 11 11 328 14 0 0 643750 70033928 82893585 3951674 696047 26876 83836 74012478 84317218 50000 1212910 0 0 36213094 42183402 0 0 0 19297313 21851203 55560407 65247515 18452071 19069703 107477210 150333304 30407569 42402101 77069641 107931203 X WES ADVANCES THE GLOBAL MOBILITY AND INTEGRATION OF PEOPLE INTO ACADEMIC AND PROFESSIONAL SETTINGS BY EVALUATING AND ADVOCATING FOR RECOGNITION OF INTERNATIONAL EDUCATIONAL QUALIFICATIONS, AND ENABLING INDIVIDUALS TO FULLY UTILIZE THEIR EDUCATION. true false 45253112 0 82821325 CREDENTIAL EVALUATIONS - WES operates a foreign credential evaluation service in the United States of America and Canada. The service processed applications for evaluation for the following areas in 2019: immigration (73%), education (21%), employment (3%), and professional licensing (3%). 4432945 0 0 GLOBAL TALENT BRIDGE - WES helps skilled immigrants overcome the barriers that keep them from fully utilizing their talents and education in the United States of America and Canada by providing professional development and training to the staff of community and government organizations, direct outreach, and research studies and resources. 6328778 0 72260 TRAINING AND PUBLICATIONS - WES provides training on foreign credential evaluation methods and procedures, international recruitment strategies, and country educational systems through workshops and webinars. WES produces World Education News & Reviews, a monthly online publication for professionals in international education, which includes analyses of international trends, "how to" articles on credential evaluation with sample documents, and up-to-date profiles of the educational systems of various countries. 1780139 1212910 0 57794974 true true false true false false false false false false true true false false true true true false false true true false false false false false false true false true false false false false false false true false false false false false false false false false false true X 95 0 true 328 true false true CA false false false false false false false false false false X 11 11 false false false false false false false true true false true true true true true true true true true true false CA IL NY X ASTRID VERMEER 2122197307 ONE BATTERY PARK PLAZA 3RD FLOOR NEW YORK NY 10004 Mariam Assefa Thru 09 Executive Director & CEO 40.0 0.0 X 402901 0 156680 Elisabeth Connors Deputy Exec Dir - CFO 40.0 0.0 X 344538 0 41148 Paul Feltman Deputy Exec Dir-Global Talent 40.0 0.0 X 296629 0 39790 Edward Lavelle Sr: Director of IT 40.0 0.0 X 248306 0 32396 Ari Mihael Quality Assurance Dir. 40.0 0.0 X 233748 0 40170 Esther T Benjamin CEO & ED (From June 2019) 40.0 0.0 X 248795 0 23745 Robert D Hunter director of customer exp. 40.0 0.0 X 247194 0 25107 Frank Guttilla Sr: Dir Eval Production & Oper 40.0 0.0 X 235793 0 32309 Kevin Rolwing quality assurance dir. 40.0 0.0 X 236912 0 24735 Michael Lowe sr dir of human resources 40.0 0.0 X 208871 0 32010 Biren Shah dir. of software development 40.0 0.0 X 213313 0 25416 Stefan Trines research editor 40.0 0.0 X 212328 0 23291 Holly Sanders sr. dir. knowledge mgmt 40.0 0.0 X 210642 0 22741 Gabriel L Vasquez sr. director of marketing 40.0 0.0 X 196659 0 33245 Shamira Madhany Managing Director - Canada 40.0 0.0 X 211534 0 13387 Hans de Wit Chair 2.0 0.0 X X 0 0 0 Lynn Shotwell Vice Chair 1.0 0.0 X X 0 0 0 Audrey Hendley Secretary/Treasurer 1.0 0.0 X X 0 0 0 Samuel Artmann Trustee 1.0 0.0 X 0 0 0 Ann Buller Trustee 1.0 0.0 X 0 0 0 Misha Esipov Trustee 1.0 0.0 X 0 0 0 Sidney R Hargo Trustee 1.0 0.0 X 0 0 0 Joanna Harries trustee 1.0 0.0 X 0 0 0 Shakti Jauhar trustee 1.0 0.0 X 0 0 0 Dewayne Matthews trustee 1.0 0.0 X 0 0 0 Willis Wang trustee 1.0 0.0 X 0 0 0 3748163 0 566170 106 false true false American Customer Care Inc 225 North Main St Suite 500 BRISTOL CT 06010 OUTSOURCE CALL CENTR 2380086 group 88 systems inc 1099 Wall Street West LYNDHURST NJ 07071 software development 830238 derive technologies llc PO BOX 70280 PHILADELPHIA PA 19176 technical services 417111 mindset global llc 5237 River Road 255 BATHESDA MD 20816 digital consultant 285000 continuiti llc 55 madison avenue suite 400 MORRISTOWN NJ 07960 temp agency 251576 15 643750 643750 CREDENTIAL EVALUATIONS 611710 82821325 82821325 TRAINING AND PUBLICATIONS 611710 72260 72260 82893585 696047 696047 0 0 0 0 0 0 4094960 4094960 0 0 0 0 0 0 0 0 0 0 OTHER INCOME 900099 83836 83836 83836 84317218 82977421 696047 1212910 1212910 0 0 0 3103585 1463652 1639933 0 31484068 29772549 1711519 1897311 1707580 189731 3333957 3000561 333396 2364481 2128033 236448 0 341603 35171 306432 151738 151738 2719 2719 0 5135 5135 1818710 979903 838807 707544 664548 42996 1158961 804923 354038 1207507 1134410 73097 0 1857007 1684663 172344 1528055 931958 596097 0 0 0 0 1776548 1590764 185784 83377 83377 CREDIT CARD/BANK FEES 2366390 2343518 22872 POSTAGE & PRINTING 3995677 3982700 12977 REPAIRS & MAINTENANCE 1592001 1453200 138801 RECRUITMENT AND CALL CENTER 2741578 2468423 273155 516653 432789 83864 65247515 57794974 7452541 0 1251321 1217330 24921472 45108699 0 643750 187355 182680 0 0 0 0 0 0 0 0 644815 747075 3870301 2337675 1374442 1532626 77316273 36320775 0 63047638 0 0 0 0 1781532 1532731 107477210 150333304 6180251 7126270 0 0 23567540 34641259 0 0 0 0 0 0 0 0 0 0 659778 634572 30407569 42402101 X 77069641 107287453 0 643750 77069641 107931203 107477210 150333304 X 19069703 12150904 -359045 X false true X true false X 174800 118300 1875 0 643750 938725 40793896 44716872 54342402 70033928 82893585 292780683 0 0 0 40968696 44835172 54344277 70033928 83537335 293719408 0 0 0 293719408 626499 1253016 1305032 1980399 696047 5860993 0 626499 1253016 1305032 1980399 696047 5860993 0 0 0 0 0 0 49731 29946 12136 26876 83836 202525 41644926 46118134 55661445 72041203 84317218 299782926 0.97977 0.97851 0.01955 0.02085 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 false true false false false false true 13026 false false 13026 false Part II-B, Line 1g WES staff engages 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. In 2019, WES staff and consultants advocated for federal legislation to increase funding for programs to help remove barriers for internationally trained health professionals. 1595256 532034 1063222 1505397 1081450 423947 769648 724191 45457 1532626 LIMITED PARTNERSHIP 63047638 F 63047638 0 DEFERRED RENT 634572 634572 X 96103942 12150904 -359045 11791859 84312083 5135 5135 84317218 65242380 65242380 5135 5135 65247515 PART X, LINE 2: WES is subject to the provisions of the Financial Accounting Standards Board's (the "FASB") 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: FOREIGN CURRENCY TRANSLATION LOSS $359,045. North America 1 117 Program Services EVALUATIONS 34955098 1 117 1 117 34955098 34955098 false false false false false false PART I, LINE 3 Column (f): THE EXPENDITURES REPORTED REPRESENT THE ANNUAL INTERNATIONAL ACADEMIC DOCUMENT AUTHENTICATION AND EVALUATION AND TRAINING WORKSHOPS 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. true Upwardly Global 505 8th Ave New York NY 10018 943346127 501C(3) 250000 Employer tools. Welcoming Center for New Pennsylvanians 1617 JFK Blvd Philadelphia PA 19103 233001411 501C(3) 242081 Immigrant workforce. Mission Driven Finance LLC 2245 San Diego Ave San Diego CA 92103 812172085 N/A 225000 Immigrant finance. Jobs for the Future Inc 88 Broad St Boston MA 02110 061164568 501C(3) 247380 Workforce training. Georgetown University - Beeck Center 2121 Wisconsin Ave Washington DC 20057 530196603 501C(3) 248449 Immigrant workforce. 4 1 Monitoring Grants - 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 false true X X X X false true false false false false false true false Mariam Assefa Thru 092019 Executive Director & CEO 299664 0 81250 0 21987 0 150407 0 6273 0 559581 0 0 0 Elisabeth Connors Deputy Exec Dir - CFO 261638 0 82900 0 0 0 17076 0 24072 0 385686 0 0 0 Paul Feltman Deputy Exec Dir-Global Talent 237229 0 59400 0 0 0 17224 0 22566 0 336419 0 0 0 Edward Lavelle Sr: Director of IT 209506 0 38800 0 0 0 17533 0 14863 0 280702 0 0 0 Ari Mihael Quality Assurance Dir. 223448 0 10300 0 0 0 16980 0 23190 0 273918 0 0 0 Esther T Benjamin CEO & ED (From June 2019) 201522 0 25000 0 22273 0 15469 0 8276 0 272540 0 0 0 Robert D Hunter director of customer exp. 236394 0 10800 0 0 0 17506 0 7601 0 272301 0 0 0 Frank Guttilla Sr: Dir Eval Production & Oper 204493 0 31300 0 0 0 15229 0 17080 0 268102 0 0 0 Kevin Rolwing quality assurance dir. 226212 0 10700 0 0 0 17134 0 7601 0 261647 0 0 0 Michael Lowe sr dir of human resources 183571 0 25300 0 0 0 14415 0 17595 0 240881 0 0 0 Biren Shah dir. of software development 181713 0 31600 0 0 0 14273 0 11143 0 238729 0 0 0 Stefan Trines research editor 202728 0 9600 0 0 0 15109 0 8182 0 235619 0 0 0 Holly Sanders sr. dir. knowledge mgmt 173742 0 36900 0 0 0 14263 0 8478 0 233383 0 0 0 Gabriel L Vasquez sr. director of marketing 177959 0 18700 0 0 0 10215 0 23030 0 229904 0 0 0 Shamira Madhany Managing Director - Canada 189068 0 22466 0 0 0 9697 0 3690 0 224921 0 0 0 PART I, LINE 4a: During 2019, Mariam Assefa's family members were invited to her retirement party and WES paid for their hotel and air travel. The amount paid by WES for these expenses was included in Mariam's taxable wages. PART I, LINE 4b: THE EXECUTIVE DIRECTOR & CEO, DEPUTY EXECUTIVE DIRECTOR & CFO, 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. Additionally, WES accrued $134,000 for Mariam Assefa, Executive Director & CEO, for a payment related to pension and special bonus. PART I, LINE 7: WES HAS A PERFORMANCE-BASED INCENTIVE PLAN WITH PAYMENT LEVELS SET AT YEAR-END BY THE BOARD. Louladey Assefa Relative of the Executive Director. 157520 Salary false Negash Yusuf Relative of the Executive Director. 156321 Salary false Terri Guttilla Relative of the Senior Director of Production & Operations. 49900 Salary false Jill Sanders Relative of the Senior Director of Knowledge Management Training. 146600 Salary false Jay Sanders Relative of the Senior Director of Knowledge Management Training. 56493 Salary false SCHEDULE L, PART IV: TWO RELATIVES OF MARIAM ASSEFA, THE ORGANIZATION'S EXECUTIVE DIRECTOR through June 2019, RECEIVED EMPLOYEE COMPENSATION AND BENEFITS FROM THE ORGANIZATION IN 2019. A RELATIVE OF Holly Sanders, A KEY EMPLOYEE OF THE ORGANIZATION AND ITS SENIOR DIRECTOR OF knowledge management training, RECEIVED EMPLOYEE COMPENSATION AND BENEFITS FROM THE ORGANIZATION IN 2019. A RELATIVE OF FRANK GUTTILLA, A KEY EMPLOYEE OF THE ORGANIZATION AND ITS SENIOR DIRECTOR OF PRODUCTION & OPERATIONS, RECEIVED EMPLOYEE COMPENSATION AND BENEFITS FROM THE ORGANIZATION IN 2019. FORM 990, PART III, LINEs 2 & 4d Grantmaking: The WES Mariam Assefa Fund was established by the Board of Trustees to catalyze economic opportunities and mobility for immigrants and refugees in the United States and Canada. The Fund provides grants, impact investments, and other support to organizations and leaders that are working to ensure immigrants and refugees can access quality jobs and that they are participating in more equitable and inclusive economic and educational systems. FORM 990, PART VI, SECTION B, LINE 11B: THE FORM 990 IS REVIEWED BY THE CHIEF FINANCIAL OFFICER AND THE 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 THE ORGANIZATION'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 THE ORGANIZATION'S CHIEF FINANCIAL OFFICER FOR COMPLIANCE. TO DATE, THERE HAS BEEN COMPLIANCE WITH THE POLICY. SHOULD A CONFLICT BE FOUND, THE ORGANIZATION WILL ADDRESS SUCH CONFLICT ON A CASE BY CASE BASIS. FORM 990, PART VI, SECTION B, LINE 15: EVERY TWO TO THREE YEARS, THE ORGANIZATION ENGAGES AN INDEPENDENT COMPENSATION CONSULTANT TO REVIEW THE ORGANIZATION'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 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 EXECUTIVE DIRECTOR'S SALARY. FORM 990, PART VI, SECTION C, LINE 19: WES MAKES ITS FORM 990 AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9, CHANGES IN NET ASSETS: FOREIGN CURRENCY TRANSLATION LOSS $359,045.