2018-11-27T16:48:05-06:00 2018-05-31 410746749 CLIFTONLARSONALLEN LLP 1301 W 22ND ST STE 1100 OAK BROOK IL 60523 990 2017-06-01 363396932 ZONTA INTERNATIONAL FOUNDATION ZONT 6309281400 1211 W 22ND STREET SUITE 900 OAK BROOK IL 60523 ALLISON SUMMERS EXECUTIVE DIRECTOR 6309281400 2018-11-21 1 MELISSA STRUCK P01310867 6305738600 2018-11-16 67.137.57.251 2018-11-21 13:16:13 CS P 12A6B3437D91A0C23DF0ED0A84D4C146BA3FB911 BD75E6C2243C9EFC7694E41B8F53DC519A4B1D84 2017 2019-02-21 02:37:17Z 1211 W 22ND STREET SUITE 900 OAK BROOK IL 60523 5623691 0 X WWW.ZONTA.ORG X PUBLIC FOUNDATION 1986 IL THE MISSION OF THE ZONTA INTERNATIONAL FOUNDATION IS TO SUPPORT THE CHARITABLE AND EDUCATIONAL PROGRAMS OF ZONTA INTERNATIONAL THROUGH EFFECTIVE FUNDRAISING, INVESTMENT OF FUNDS, AND THE DISTRIBUTION OFPROCEEDS THROUGH ITS FINANCIAL SUPPORT OF ZONTA INTERNATIONAL PROGRAMS. THE FOUNDATION BECOMES THE CATALYST FOR GREATER SERVICE TO WOMEN THROUGHOUT THE WORLD. PLEASE ALSO SEE PART III 4A AND 4B FOR A DETAILED DESCRIPTION OF THE PROGRAMS AND PROJECTS. 11 11 0 29172 0 0 2846578 4363476 0 0 199680 807784 0 0 3046258 5171260 4536175 537650 0 0 117719 133625 60000 15817 289975 288824 373992 5002718 1061084 -1956460 4110176 14299511 16159238 2000876 30034 12298635 16129204 X THE MISSION OF THE ZONTA INTERNATIONAL FOUNDATION IS TO SUPPORT THE CHARITABLE AND EDUCATIONAL PROGRAMS OF ZONTA INTERNATIONAL THROUGH EFFECTIVE FUNDRAISING, INVESTMENT OF FUNDS, AND THE DISTRIBUTION OF PROCEEDS THROUGH ITS FINANCIAL SUPPORT OF ZONTA INTERNATIONAL PROGRAMS. THE FOUNDATION BECOMES THE CATALYST FOR GREATER SERVICE TO WOMEN THROUGHOUT THE WORLD. 0 0 537650 537650 ZONTA INTERNATIONAL FOUNDATION SUPPORTS 120 FELLOWSHIPS, SCHOLARSHIPS AND AWARDS TO WOMEN AND GIRLS FROM 37 COUNTRIES. THE FOLLOWING APPROVED CHARITABLE AND EDUCATIONAL PROGRAMS ARE SUPPORTED BY ZONTA INTERNATIONAL FOUNDATION: AMELIA EARHART FELLOWSHIPTO ASSIST THE FUTURE OF WOMEN IN AEROSPACE-RELATED SCIENCES AND ENGINEERING, ZONTA INTERNATIONAL ESTABLISHED THE AMELIA EARHART FELLOWSHIP IN 1938 IN HONOR OF LEGENDARY PILOT AND ZONTIAN, AMELIA EARHART. TODAY, THE FELLOWSHIP OF US$10,000 IS AWARDED ANNUALLY TO UP TO 30 TALENTED WOMEN, PURSUING PH.D./DOCTORAL DEGREES IN AEROSPACE-RELATED SCIENCES OR AEROSPACE-RELATED ENGINEERING AROUND THE GLOBE. JANE M. KLAUSMAN WOMEN IN BUSINESS SCHOLARSHIPTO ENCOURAGE MORE WOMEN TO PURSUE EDUCATION AND CAREERS IN BUSINESS, ZONTA INTERNATIONAL ESTABLISHED THE JANE M. KLAUSMAN WOMEN IN BUSINESS SCHOLARSHIP. ZONTA INTERNATIONAL OFFERS UP TO 32 SCHOLARSHIPS OF US$2,000 EACH AT THE DISTRICT/REGION LEVEL AND SIX INTERNATIONAL SCHOLARSHIPS IN THE AMOUNT OF US$8,000 EACH. YOUNG WOMEN IN PUBLIC AFFAIRS AWARDRECOGNIZING THAT TO BRING ABOUT SUSTAINABLE CHANGES THAT BENEFIT ALL OF HUMANITY, WOMEN MUST HAVE EQUAL PARTICIPATION IN THE DECISION-MAKING PROCESS, ZONTA INTERNATIONAL ESTABLISHED THE YOUNG WOMEN IN PUBLIC AFFAIRS AWARD IN 1990. THE AWARD RECOGNIZES YOUNG WOMEN, AGES 16-19, WHO DEMONSTRATE SUPERIOR LEADERSHIP SKILLS AND A COMMITMENT TO PUBLIC SERVICE AND CIVIC CAUSES, AND ENCOURAGES THEM TO CONTINUE THEIR PARTICIPATION IN PUBLIC AND POLITICAL LIFE. TEN (10) INTERNATIONAL SCHOLARSHIPS OF US$4,000 EACH AND UP TO 32 DISTRICT/REGION SCHOLARSHIPS OF US$1,500 EACH ARE AWARDED EACH YEAR. THE FISCAL YEAR ENDING 31 MAY 2018 CLOSES OUT THE 2ND YEAR OF THE ZONTA INTERNATIONAL FOUNDATION 2016-2018 BIENNIUM. THE EXPENSES FOR THE PROGRAMS AND PROJECTS SUPPORTED BY ZONTA INTERNATIONAL FOUNDATION ARE RECOGNIZED IN THE FIRST YEAR OF THE BIENNIUM. ZONTA INTERNATIONAL FOUNDATION FUNDS TWO PROJECTS THROUGH THE ZONTA INTERNATIONAL SERVICE FUND AND TWO PROJECTS THROUGH THE ZONTA INTERNATIONAL STRATEGIES TO END VIOLENCE AGAINST WOMEN. INTERNATIONAL SERVICE PROJECTSSINCE 1923, ZONTA HAS PROVIDED MORE THAN US$19.2 MILLION TO PROJECTS BENEFITING WOMEN IN 35 COUNTRIES. IN THE 2016-2018 BIENNIUM, TWO PROJECTS WERE FUNDED THROUGH THE ZONTA INTERNATIONAL SERVICE FUND:TOWARDS ELIMINATION OF OBSTETRIC FISTULA AND REDUCTION OF MATERNAL AND NEWBORN MORTALITY IN LIBERIA WITH UNFPA AS A RESULT OF ZONTA'S CONTRIBUTIONS TO THIS PROJECT, MORE THAN 1,000 WOMEN AND ADOLESCENT GIRLS RECEIVED TREATMENT AND MORE THAN 200 FISTULA SURVIVORS COMPLETED THE REHABILITATION PROGRAM AND WERE SUCCESSFULLY REINTEGRATED INTO THEIR COMMUNITIES. (US$1 MILLION)LET US LEARN MADAGASCAR: AN INTEGRATED PROGRAM FOR ADOLESCENT GIRLS WITH UNICEF USA ABOUT 90 PERCENT OF MADAGASCAR'S POPULATION LIVES ON LESS THAN US$2 PER DAY, LEAVING CHILDREN PARTICULARLY VULNERABLE. UNICEF USA AND ZONTA WORKED TO CREATE OPPORTUNITIES FOR VULNERABLE AND EXCLUDED GIRLS TO REALIZE THEIR RIGHTS TO AN EDUCATION IN A SECURE AND PROTECTIVE ENVIRONMENT. PARTNERING WITH THE MINISTRY OF NATIONAL EDUCATION, THE PROJECT PROMOTED A COMMON VISION OF INVESTING IN JUNIOR SECONDARY EDUCATION FOR GIRLS AS AN ENTRY POINT FOR EQUITY. (US$1 MILLION)ZONTA INTERNATIONAL STRATEGIES TO END VIOLENCE AGAINST WOMENSINCE THE PROGRAM'S INCEPTION, MORE THAN US$9.5 MILLION HAS BEEN PROVIDED TO SUPPORT PROJECTS IN 46 COUNTRIES. IN THE 2016-2018 BIENNIUM, TWO PROJECTS WERE FUNDED THROUGH THE ZONTA INTERNATIONAL STRATEGIES TO END VIOLENCE AGAINST WOMEN FUND:RESPECTING THE RIGHTS AND RESPONDING TO THE NEEDS OF ADOLESCENT GIRLS IN NIGER WITH UNFPA ZONTA INTERNATIONAL PARTNERED WITH UNFPA TO REDUCE EARLY MARRIAGE AND EARLY PREGNANCY IN A CRITICAL MASS OF COMMUNITIES IN ALL REGIONS OF NIGER. FUNDING FROM ZONTA ENABLED THOUSANDS OF ADOLESCENT GIRLS TO BENEFIT FROM A WIDE ARRAY OF SERVICES AND SKILLS TRAINING PROGRAMS THAT EMPOWERED THEM TO SAY NO TO EARLY MARRIAGE. PARENTS, RELATIVES AND PEERS ALSO BENEFITED FROM KNOWLEDGE SHARED BY THE GIRLS, INCLUDING VALUABLE HEALTH AND HYGIENE INFORMATION. (US$1 MILLION) THE FUTURE WE WANT: CREATING SUSTAINABLE FOUNDATIONS FOR ADDRESSING HUMAN TRAFFICKING AND UNSAFE MIGRATION OF WOMEN AND GIRLS IN NEPAL WITH UN WOMEN IN THE AFTERMATH OF THE APRIL AND MAY 2015 EARTHQUAKES, NEPAL FACED A HEIGHTENED RISK OF HUMAN TRAFFICKING AND UNSAFE MIGRATION. DESPITE POLICIES, PLANS AND PROGRAMS IN PLACE TO COUNTER TRAFFICKING AND PROMOTE SAFE MIGRATION, THERE IS A LACK OF SYNERGY AT THE OPERATIONAL LEVEL. ZONTA INTERNATIONAL PARTNERED WITH UN WOMEN TO CREATE SUSTAINABLE FOUNDATIONS FOR ADDRESSING THE LINKS BETWEEN HUMAN TRAFFICKING AND FOREIGN LABOR MIGRATION OF WOMEN AND GIRLS IN NEPAL. (US$1 MILLION) 537650 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3 0 0 0 1 UK 0 0 0 0 0 0 0 0 X 11 11 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 DC FL GA HI IL KS KY ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA SC TN UT VA WA WI X ALLISON SUMMERS EXECUTIVE DIRECTOR 6309281400 1211 W 22ND STREET SUITE 900 OAK BROOK IL 60523 SONJA HONIG SCHOUGH PRESIDENT 6.00 18.00 X X 0 0 0 SUZANNE VON BASSEWITZ PRESIDENT-ELECT 4.00 12.00 X X 0 0 0 SHARON LANGENBECK VICE PRESIDENT 4.00 12.00 X X 0 0 0 BRIDGET MASTERS TREASURER/SECRETARY 4.00 10.00 X X 0 0 0 SONIA ALBANESE DIRECTOR 3.00 9.00 X 0 0 0 JUDITH ANDERSON DIRECTOR 3.00 9.00 X 0 0 0 LYDIA CHAILLOU DIRECTOR 3.00 9.00 X 0 0 0 JUDITH KAUTZ DIRECTOR 3.00 9.00 X 0 0 0 UTE SCHOLZ DIRECTOR 3.00 9.00 X 0 0 0 URSULA WERNER DIRECTOR 3.00 9.00 X 0 0 0 HSIN-HSIN YANG DIRECTOR 3.00 9.00 X 0 0 0 ALLISON SUMMERS EXECUTIVE DIRECTOR 8.00 27.00 X 0 200000 22951 0 200000 22951 0 0 1 0 0 374356 3989120 4363476 523017 523017 737198 452431 284767 284767 284767 5171260 0 0 807784 152300 152300 385350 385350 133625 641 132984 96000 96000 15817 15817 65135 65135 77606 57508 20098 22168 22168 8724 8724 735 735 STAFF DEVELOPMENT 38763 38763 DONOR RECOGNITION 29085 29085 MISCELLANEOUS EXPENSES 22496 895 21601 LICENSING FEES 11473 11473 1807 1807 1061084 537650 233459 289975 2805689 2993448 348441 399150 17930 17594 10843673 12655154 283778 93892 14299511 16159238 876 30034 2000000 0 2000876 30034 X 7416075 8271059 2434982 4386705 2447578 3471440 12298635 16129204 14299511 16159238 X 4110176 -269607 -10000 X X 0 1 X 1 0 X 2941276 2828559 3905732 2846578 4363476 16885621 2941276 2828559 3905732 2846578 4363476 16885621 988611 15897010 318149 489501 410173 340083 523017 2080923 10667 8000 18667 18985211 0.83730 0.84410 X 3326249 1023862 79828 4429939 2975266 244857 106126 3326249 2325124 730123 -79981 2975266 1979994 351723 -6593 2325124 1802286 42628 135080 1979994 0.78000 0.22000 0 0 0 X PART V, LINE 4: THE ORGANIZATION'S ENDOWMENTS CONSIST OF FUNDS ESTABLISHED TO SUPPORT A VARIETY OF SCHOLARSHIPS AND GRANTS. PART X, LINE 2: THE ORGANIZATION FOLLOWS THE REQUIREMENTS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THE ORGANIZATION HAS DETERMINED THAT THEY ARE NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS AS OF MAY 31, 2018 AND 2017. 1 EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 67125 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 173050 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 20000 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 34075 RUSSIA AND NEIGHBORING STATES 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 10000 SOUTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 4050 SOUTH ASIA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 61025 SUB-SAHARAN AFRICA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 16025 0 0 0 0 0 0 385350 0 385350 AMELIA EARHART FELLOWSHIPS EAST ASIA AND THE PACIFIC 2 40000 CASH PAYMENT AMELIA EARHART FELLOWSHIPS EUROPE (INCLUDING ICELAND & GREENLAND) 8 130025 CASH PAYMENT AMELIA EARHART FELLOWSHIPS MIDDLE EAST AND NORTH AFRICA 1 20000 CASH PAYMENT AMELIA EARHART FELLOWSHIPS NORTH AMERICA 2 20000 CASH PAYMENT AMELIA EARHART FELLOWSHIPS RUSSIA AND NEIGHBORING STATES 1 10000 CASH PAYMENT AMELIA EARHART FELLOWSHIPS SOUTH ASIA 1 40000 CASH PAYMENT AMELIA EARHART FELLOWSHIPS SUB-SAHARAN AFRICA 1 10000 CASH PAYMENT JMK AWARDS EAST ASIA AND THE PACIFIC 8 15025 CASH PAYMENT JMK AWARDS EUROPE (INCLUDING ICELAND & GREENLAND) 5 19000 CASH PAYMENT JMK AWARDS NORTH AMERICA 3 3050 CASH PAYMENT JMK AWARDS SOUTH AMERICA 2 2025 CASH PAYMENT JMK AWARDS SOUTH ASIA 2 16000 CASH PAYMENT JMK AWARDS SUB-SAHARAN AFRICA 1 1000 CASH PAYMENT YWPA AWARDS EAST ASIA AND THE PACIFIC 8 12100 CASH PAYMENT YWPA AWARDS EUROPE (INCLUDING ICELAND & GREENLAND) 8 24025 CASH PAYMENT YWPA AWARDS NORTH AMERICA 3 11025 CASH PAYMENT YWPA AWARDS SOUTH AMERICA 2 2025 CASH PAYMENT YWPA AWARDS SOUTH ASIA 1 5025 CASH PAYMENT YWPA AWARDS SUB-SAHARAN AFRICA 1 5025 CASH PAYMENT 0 0 0 0 0 0 PART I, LINE 2: THE FOUNDATION COLLECTS INFORMATION FROM GRANT RECIPIENTS TO ESTABLISH THAT THE FUNDS ARE SPENT ACCORDING TO THE TERMS OF THE GRANT OBJECTIVES. PART I, LINE 3: EXPENDITURES ARE ACCOUNTED FOR ON THE ACCRUAL BASIS OF ACCOUNTING. X X 1 RITA FUERTS ADAMS 257 BOLTON STREET SOUTH BOSTON MA 02127 SUPPORT MANAGEMENT OF CENTENNIAL ANNIVERSARY ENDOWMENT CAMPA 0 1023862 15817 1008045 1023862 15817 1008045 AL AK AR CA CO DC FL GA HI IL KS KY ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA SC TN UT VA WA WI PART I, LINE 2B, COLUMN (V): THE FOUNDATION HIRED A CONSULTANT TO SUPPORT THE MANAGEMENT OF THE CENTENNIAL ANNIVERSARY ENDOWMENT CAMPAIGN. RESPONSIBILITIES UNDER THE AGREEMENT INCLUDED TRAINING OF CAMPAIGN VOLUNTEERS, PLANNING CAMPAIGN MEETINGS, EVALUATING CAMPAIGN MATERIALS, ETC. THE CONSULTANT WAS ALSO REIMBURSED FOR EXPENSES INCURRED. TOTAL COMPENSATION TO THE CONSULTANT DURING THE YEAR ENDED MAY 31, 2018, WAS COMPRISED OF $15,000 FOR SERVICES RENDERED AND REIMBURSEMENTS FOR TRAVEL AND RELATED EXPENSES TOTALING $817. 1 AE FELLOWSHIPS 8 80000 BOOK VALUE N/A YWPA AWARDS 9 13000 BOOK VALUE N/A JMK SCHOLARSHIPS 10 59000 BOOK VALUE N/A PART I, LINE 2: ZONTA COLLECTS INFORMATION FROM GRANT RECIPIENTS TO ESTABLISH THAT THE FUNDS ARE SPENT ACCORDING TO THE TERMS OF THE GRANT OBJECTIVES. 1 X X 0 0 0 0 0 0 0 0 0 ALLISON SUMMERS EXECUTIVE DIRECTOR 0 200000 0 0 0 0 0 9925 0 13026 0 222951 0 0 PART I, LINE 3 SEE SCHEDULE O FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS SENT TO THE U.S. MEMBERS OF THE EXECUTIVE COMMITTEE FOR REVIEW AND APPROVAL BY THE PRESIDENT AND THE TREASURER. THE BOARD HAS GIVEN SIGNATOR AUTHORITY TO THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION CLOSELY MONITORS THE CONFLICT OF INTEREST STATUS OF THEIR EMPLOYEES, DIRECTORS, OFFICERS AND COMMITTEE MEMBERS AND REQUIRES THAT ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST BE FULLY DISCLOSED TO THE BOARD AND COMMITTEE MEMBERS FOR REVIEW. ONCE THE TRANSACTION OR ARRANGEMENT HAS BEEN VOTED ON BY THE GOVERNING BOARD AND COMMITTEES, THE FINAL DECISION IS GIVEN TO THE INTERESTED PERSON. THE TRANSACTION OR ARRANGEMENT IN QUESTION IS THEN MONITORED WITH UPDATES ON THE "CONFLICT AND PERIODIC REVIEWS BY THE GOVERNING BOARD AND COMMITTEE MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 SERVICES FOR THE FOUNDATION ARE PERFORMED BY EMPLOYEES OF ZONTA INTERNATIONAL. IN DETERMINING THE COMPENSATION FOR THE EXECUTIVE DIRECTOR, THE ZONTA INTERNATIONAL'S BOARD CONDUCTS EXTENSIVE RESEARCH ABOUT THE COMPENSATION LEVELS OF THE NOT-FOR-PROFIT SECTOR AND COMPARES THE DUTIES OF THE POSITION TO THOSE OF SIMILAR ORGANIZATIONS WHILE ALSO TAKING INTO CONSIDERATION THE INDIVIDUAL'S BACKGROUND, EXPERTISE, AND QUALIFICATIONS, LOCAL ECONOMIC CONDITIONS AND THE AMOUNT OF TIME TO BE DEVOTED TO THE POSITION. IN DETERMINING THE COMPENSATION FOR THE OTHER OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION, THE ZONTA INTERNATIONAL'S BOARD AND EXECUTIVE TEAM RESEARCHES AND COMPARES THE COMPENSATION LEVELS OF THE NOT-FOR-PROFIT SECTOR AND COMPARES THE DUTIES OF THE POSITION TO THOSE OF SIMILAR ORGANIZATIONS WHILE ALSO TAKING INTO CONSIDERATION THE INDIVIDUAL'S BACKGROUND, EXPERTISE, AND QUALIFICATIONS, LOCAL ECONOMIC CONDITIONS AND THE AMOUNT OF TIME TO BE DEVOTED TO THE POSITION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIALS ARE MADE AVAILABLE TO MEMBERS ON ZONTA INTERNATIONAL'S WEBSITE. THESE DOCUMENTS ARE ALSO MADE AVAILABLE AS REQUESTED THROUGH ZONTA HEADQUARTERS. THE ANNUAL AUDIT OF THE CONSOLIDATED FINANCIAL STATEMENTS IS POSTED ON THE WEBSITE FOR ALL MEMBERS. FORM 990, PART XI, LINE 9: LOSS FROM WRITE OFF OF UNCOLLECTIBLE PLEDGE -10,000. FORM 990, PART XI, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE CONSOLIDATED FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR. ZONTA INTERNATIONAL 1211 W 22ND ST SUITE 900 OAK BROOK IL 60523 361999220 MEMBER ORGANIZATION FOR THE EDUCATION AND DEVELOPMENT OF WOMEN WORLDWIDE. IL 501(C)(4) N/A N/A 0 0 0 1 1 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 ZONTA INTERNATIONAL O 133625 BOOK VALUE ZONTA INTERNATIONAL C 374356 BOOK VALUE ZONTA INTERNATIONAL M 96000 BOOK VALUE ZONTA INTERNATIONAL D 93892 BOOK VALUE