2019-06-14T07:47:33-05:00 2018-12-31 410746749 CLIFTONLARSONALLEN LLP 901 N GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2018-01-01 840919612 INTERNATIONAL WOMEN'S FORUM INC INTE 2023871010 1155 15TH STREET NW NO 1000 WASHINGTON DC 20005 STEPHANIE O'KEEFE CHIEF EXECUTIVE OFFICER 2023871010 2019-06-13 1 HEMALI PATEL P01337292 5712279500 67.137.57.251 2019-06-13 16:16:19 ED P D73DD419434AD86791BAD4D174710EE2F5735302 66F718BFCE6F9B3EE8F9C6FC68E8E061BAD4FB8C 2018 2019-02-21 02:37:17Z STEPHANIE O'KEEFE 1155 15TH STREET NW NO 1000 WASHINGTON DC 20005 6984939 0 X WWW.IWFORUM.ORG X 1982 DC IWF ADVANCES WOMEN'S LEADERSHIP ACROSS CAREERS, CULTURES AND CONTINENTS. 26 26 17 300 0 0 1104374 1268705 2721743 2645690 73411 201235 85649 85070 3985177 4200700 0 0 0 0 1074379 1214960 0 0 0 2657293 2755572 3731672 3970532 253505 230168 4618353 4320237 1646895 1377483 2971458 2942754 X THE INTERNATIONAL WOMEN'S FORUM IS A MEMBERSHIP ORGANIZATION COMPRISED OF MORE THAN 7,000 DIVERSE AND ACCOMPLISHED WOMEN FROM 33 NATIONS ON SIX CONTINENTS. IWF'S MISSION IS TO SUPPORT THE WOMEN LEADERS OF TODAY AND TOMORROW. WE BUILD BETTER LEADERSHIP ACROSS CAREERS, CONTINENTS AND CULTURES BY CONNECTING ACCOMPLISHED WOMEN BOTH LOCALLY AND GLOBALLY. MEMBERS INCLUDE EXECUTIVES, GOVERNMENT LEADERS FROM THE LOCAL TO SOVEREIGN LEVEL, NONPROFIT LEADERS, AND LUMINARIES FROM THE ACADEMY, ARTS, AND SCIENCES. BEING AN INTERNATIONAL ORGANIZATION ALLOWS IWF AND ITS MEMBERSHIP TO AMPLIFY FEMALE VOICES ALL OVER THE WORLD. IN DOING SO, IWF MEMBERS ARE CREATING AN EXPANSIVE NETWORK OF SUPPORT FOR THE NEXT GENERATION OF WOMEN LEADERS. 0 0 WORLD LEADERSHIP CONFERENCE:THE ANNUAL WORLD LEADERSHIP CONFERENCE CONVENES THE IWF MEMBERSHIP AND STAKEHOLDERS TO EXPLORE CRITICAL ISSUES FACING LEADERS TODAY, PROMOTE UNDERSTANDING AND NURTURE RELATIONSHIPS. CORNERSTONE CONFERENCE:THE ANNUAL CORNERSTONE CONFERENCE CONVENES THE IWF MEMBERSHIP AND STAKEHOLDERS IN A LOCALE OUTSIDE OF NORTH AMERICA TO EXPLORE REGIONAL ISSUES OF GLOBAL IMPORTANCE, PROMOTE UNDERSTANDING AND NURTURE RELATIONSHIPS. HALL OF FAME AWARDS GALA:EACH YEAR, THROUGH ITS HALL OF FAME AND WOMEN WHO MAKE A DIFFERENCE AWARDS, IWF CELEBRATES THE ACCOMPLISHMENTS OF GAME-CHANGING WOMEN LEADERS WHO HAVE MADE A SIGNIFICANT IMPACT ON WOMEN'S LEADERSHIP AND SOCIETY. 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 24 0 17 1 0 0 0 0 1 1 0 0 0 X 26 26 0 0 0 0 1 1 0 1 1 0 1 1 0 1 1 1 1 1 1 0 0 X STEPHANIE O'KEEFE 2023871010 1155 15TH STREET NW NO 1000 WASHINGTON DC 20005 TERESA WEINTRAUB PRESIDENT 1.00 X X 0 0 0 MINA TEICHER VICE PRESIDENT 1.00 X X 0 0 0 BARBARA BELLISSIMO TREASURER 1.00 X X 0 0 0 REBECCA BARFKNECHT DIRECTOR 1.00 X 0 0 0 LAUREL BELLOWS DIRECTOR 1.00 X 0 0 0 MICHELINE BOUCHARD DIRECTOR 1.00 X 0 0 0 SHARON CHRISTOPER DIRECTOR 1.00 X 0 0 0 PAULA COX DIRECTOR 1.00 X 0 0 0 MARSHA SAMPSON JOHNSON DIRECTOR 1.00 X 0 0 0 PETA-ROSE HALL DIRECTOR 1.00 X 0 0 0 GABRIELA KENNEDY DIRECTOR 1.00 X 0 0 0 VUYOKAZI MAHLATI DIRECTOR 1.00 X 0 0 0 CAMILLE MIRSHOKRAI DIRECTOR 1.00 X 0 0 0 MARIA AUXILIADORA PATINO DE MACIAS DIRECTOR 1.00 X 0 0 0 HELEN RULE DIRECTOR 1.00 X 0 0 0 SANDY STASH DIRECTOR 1.00 X 0 0 0 DEBORAH TRUDEAU DIRECTOR 1.00 X 0 0 0 CAROLYN CARTER DIRECTOR 1.00 X 0 0 0 ANNE DUNCAN DIRECTOR 1.00 X 0 0 0 ANA MUNOZ DIRECTOR 1.00 X 0 0 0 PRISCILLA DOUGLAS DIRECTOR 1.00 X 0 0 0 KIMBERLY COOPER-JAQUA DIRECTOR 1.00 X 0 0 0 LAURI FITZ-PEGADO DIRECTOR 1.00 X 0 0 0 SUSAN HODKINSON DIRECTOR 1.00 X 0 0 0 NANCY LAUGHTON DIRECTOR 1.00 X 0 0 0 HELENE PICHON DIRECTOR 1.00 X 0 0 0 STEPHANIE O'KEEFE CHIEF EXECUTIVE OFFICER 43.00 12.00 X 289277 96426 18587 HEATH NASH CHIEF OPERATING OFFICER 49.00 6.00 X 235880 26209 20564 JESSA MORRISON MANAGING DIRECTOR 11.00 34.00 X 13281 119525 12807 KATYA WILDGEN VP CREATIVE SERVICES 34.00 6.00 X 87369 15418 11683 625807 257578 63641 2 0 1 0 PAUL JOHNSON 26 MENDELSSONHOHN RD ROOSEVELT PAR JOHANNESBURG GAUTENG SF 2195 CONSULTING 108420 1 1268705 1268705 REGISTRATION 900099 1554548 1554548 MEMBERSHIP DUES 900099 929724 929724 DINE AROUND 900099 139072 139072 EXHIBITS 900099 22346 22346 2645690 78365 78365 2871598 15911 2746307 18332 125291 -2421 122870 122870 42032 19600 22432 22432 HOTEL PREMIUM/REBATES 900099 57414 57414 5224 5224 62638 4200700 2730760 0 201235 557604 512024 19976 60828 64528 22396 101262 18188 356774 15925 119474 453437 246959 447294 853145 3762 42201 22305 HONORARIUM 23000 AWARDS/GIFTS 9831 PAYROLL PORCESSING FEE 8808 BAD DEBT 620 10191 3970532 921838 766221 36261 36272 89928 40521 346526 285338 488879 101104 344476 387775 2674065 2600650 205259 203460 4618353 4320237 752619 70034 577580 774449 3782 42063 312914 490937 1646895 1377483 X 2971458 2942754 2971458 2942754 4618353 4320237 230168 -258872 0 X 0 1 X 1 0 251068 30935 220133 155769 58099 97670 82042 12070 69972 387775 DEFERRED RENT AND LEASE INCENTIVE, CURRENT 281447 DEFERRED RENT AND LEASE INCENTIVE, LONG TERM 209490 490937 X 4036426 -258872 112786 -146086 4182512 18188 18188 4200700 4065130 112786 112786 3952344 18188 18188 3970532 PART X, LINE 2: THE FORUM IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRES THAT MANAGEMENT OF THE FORUM EVALUATE TAX POSITION TAKEN AND DISCLOSE A TAX LIABILITY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION TAKEN WILL NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED THE FORUM'S TAX POSITIONS, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2018 AND 2017, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE DISCLOSURE IN THE FINANCIAL STATEMENTS. EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES CONFERENCE 125624 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES CONFERENCE 540016 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES CONFERENCE 125374 NORTH AMERICA 0 0 PROGRAM SERVICES CONFERENCE 7521 0 0 0 0 0 0 798535 0 798535 0 0 0 0 0 0 X 0 0 0 STEPHANIE O'KEEFE CHIEF EXECUTIVE OFFICER 289277 96426 0 0 0 0 12375 4125 1565 522 303217 101073 0 0 HEATH NASH CHIEF OPERATING OFFICER 235880 26209 0 0 0 0 14153 1573 4354 484 254387 28266 0 0 FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE EXERCISES THE POWERS AND DUTIES OF THE BOARD BETWEEN BOARD MEETINGS AND WHILE THE BOARD IS NOT IN SESSION ON MATERIAL MATTERS THAT MAY ARISE IN THE INTERIM. THE EXECUTIVE COMMITTEE IMPLEMENTS THE POLICY DECISIONS OF THE BOARD AND HAS THE AUTHORITY TO EXERCISE ALL POWERS AND AUTHORITY OF THE BOARD, INCLUDING WITHOUT LIMITATION, THE POWERS AND AUTHORITY ENUMERATED IN THE BYLAWS OF THE ORGANIZATION. THE EXECUTIVE COMMITTEE IS COMPRISED OF THE PRESIDENT, VICE PRESIDENT, TREASURER AND TWO DIRECTORS APPOINTED BY THE IWF PRESIDENT. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OF THE CORPORATION SHALL BE THOSE ORGANIZATIONS AT THE LOCAL AND NATIONAL LEVEL AROUND THE WORLD THAT APPLY FOR MEMBERSHIP, PAY DUES ON A SCHEDULE APPROVED BY THE BOARD, AND MEET ANY OTHER REQUIREMENTS AND CRITERIA APPROVED BY THE BOARD. MEMBERS OF THE CORPORATION SHALL ALSO BE KNOWN WITHIN THE CORPORATION AS MEMBER FORUMS. THE INDIVIDUALS WHO COMPRISE EACH MEMBER FORUM WILL BE KNOWN WITHIN THE CORPORATION AS ASSOCIATES OR MEMBER FORUM ASSOCIATES. MEMBERSHIP SHALL BE FOR ONE YEAR AT A TIME, WITH DUES PAYABLE ANNUALLY. ONLY ORGANIZATIONS, AND NOT INDIVIDUALS, CAN BE MEMBERS OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERSHIP (THE FORUM PRESIDENTS AS WE ARE A CONFEDERATION OF AFFILIATED FORUMS) DIRECTLY ELECTS 6 DIRECTORS TO THE BOARD. THE MEMBERSHIP, REPRESENTED BY FORUM PRESIDENTS ALSO ELECTS 3 MEMBERS OF A 10 MEMBER NOMINATING COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B A COMPLETED COPY OF THE FORM 990 IS FURNISHED TO AND REVIEWED BY THE CHIEF EXECUTIVE OFFICER AND THE AUDIT FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C WHENEVER A DIRECTOR, OFFICER, OR COMMITTEE MEMBER BECOMES AWARE OF A POTENTIAL CONFLICT OF INTEREST, WHETHER FINANCIAL OR OTHERWISE, S/HE SHALL MAKE THE SITUATION KNOWN TO THE BOARD OR COMMITTEE (AS THE CASE MIGHT BE) AND PROVIDE ALL FACTS MATERIAL TO UNDERSTANDING THE NATURE AND SCOPE OF THE CONFLICT, INCLUDING WHETHER THE INTERESTED PERSON BELIEVES HIS OR HER ABILITY TO MAKE AN INDEPENDENT DECISION BASED SOLELY ON THE BEST INTEREST OF THE IWF HAS BEEN COMPROMISED. IF THE INTERESTED PERSON INVOLVED DOES NOT MAKE THIS DISCLOSURE, ANOTHER DIRECTOR OR COMMITTEE MEMBER WITH KNOWLEDGE OF THE POTENTIAL CONFLICT SHOULD DRAW IT TO THE BODY'S ATTENTION. THE INTERESTED PERSON WITH THE POTENTIAL CONFLICT MUST RETIRE FROM THE MEETING AND NOT PARTICIPATE IN FINAL DISCUSSION AND VOTING ON THE EXISTENCE OF THE CONFLICT. IF A CONFLICT IS FOUND TO EXIST, THE INTERESTED PERSON MAY BE INVITED TO PROVIDE ANY RELEVANT INFORMATION THAT COULD BE OF USE TO THE BOARD IN MAKING ITS DECISION, BUT SHALL AGAIN RETIRE AND NOT PARTICIPATE IN THE FINAL DISCUSSION AND VOTING REGARDING THE TRANSACTION. THE BOARD OR COMMITTEE'S DECISION SHALL BE BASED ON CONSIDERATION OF WHETHER THE TRANSACTION; A.IS IN THE IWF'S BEST INTEREST AND FOR ITS OWN BENEFIT; B.IS FAIR AND REASONABLE TO THE IWF; AND C.IS THE MOST ADVANTAGEOUS TRANSACTION OR ARRANGEMENT THE IWF CAN OBTAIN WITH REASONABLE EFFORTS UNDER THE CIRCUMSTANCES. PROCEDURE: STAFF WHENEVER A STAFF MEMBER BECOMES AWARE OF A POTENTIAL CONFLICT OF INTEREST IN AN AREA WHERE S/HE EXERCISES ANY DISCRETION IN CARRYING OUT HER/HIS DUTIES FOR THE IWF, S/HE SHALL PROMPTLY DISCLOSE THE POTENTIAL CONFLICT TO AN IMMEDIATE SUPERVISOR. THE SUPERVISOR SHALL GATHER PERTINENT INFORMATION AND REPORT THE POTENTIAL CONFLICT TO THE CHIEF OPERATING OFFICER, TOGETHER WITH A RECOMMENDATION FOR ACTION. THE CHIEF OPERATING OFFICER SHALL DETERMINE WHETHER A CONFLICT EXISTS THAT REQUIRES RECUSAL OF THE INTERESTED PERSON. WHEN A CONFLICT IS FOUND TO EXIST, THE INTERESTED PERSON SHALL PROVIDE THE SUPERVISOR WITH ALL INFORMATION S/HE HAS RELEVANT TO ANY DECISION TO BE MADE IN WHICH S/HE HAS AN INTEREST, AND THE FINAL DECISION SHALL BE MADE BY THE CHIEF EXECUTIVE OFFICER BASED ON A RECOMMENDATION FROM THE SUPERVISOR. IF THE CHIEF EXECUTIVE OFFICER HAS A POTENTIAL CONFLICT, S/HE SHALL DISCLOSE IT TO THE BOARD PRESIDENT OR HIS OR HER DESIGNEE WHO SHALL DETERMINE THE EXISTENCE OF A CONFLICT. AT HIS OR HER DISCRETION, THE PRESIDENT MAY REFER THE MATTER TO A COMMITTEE OF THE BOARD OR THE FULL BOARD. ANNUAL DISTRIBUTION, ACKNOWLEDGMENT, AND DISCLOSURE THIS CONFLICT OF INTEREST POLICY SHALL BE DISTRIBUTED ANNUALLY TO ALL DIRECTORS, OFFICERS, MEMBERS OF BOARD COMMITTEES, AND STAFF. ALL COVERED INDIVIDUALS SHALL SIGN AN ANNUAL ACKNOWLEDGMENT THAT THEY HAVE RECEIVED A COPY OF THIS POLICY, UNDERSTAND IT, AND AGREE TO ABIDE BY ITS TERMS. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR THE CEO AND MANAGEMENT TEAM ARE MEASURED AGAINST COMPENSATION IN NONPROFIT ORGANIZATIONS STUDIES WHOSE METRICS INCLUDE THE SIZE OF STAFF, BUDGET, INTERNATIONAL REACH AND AGAINST COST FACTORS FOR THE WASHINGTON, DC METROPOLITAN AREA. FOR THE CEO, COMPENSATION IS THEN REVIEWED AND SET BY THE IWF PRESIDENT IN CONSULTATION WITH THE IWF TREASURER; AND THEN INCLUDED IN THE BUDGET REVIEWED BY THE FINANCE COMMITTEE AND IWF BOARD. ADDITIONALLY, THE CEO UNDERGOES A REVIEW EVERY YEAR BY THE PRESIDENT, MEASURING THE CEO'S PERFORMANCE AGAINST THE STRATEGIC PLAN. FORM 990, PART VI, SECTION C, LINE 19 THE INTERNATIONAL WOMENS FORUM MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE LEADERSHIP FOUNDATION 1155 15TH STREET NW SUITE 1000 WASHINGTON DC 20005 521681028 LEADERSHIP DEVELOPMENT DC 501(C)(3) LINE 11 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 THE LEADERSHIP FOUNDATION O 155301 TIME ALLOCATION