2018-08-15T13:46:16-05:00 2017-09-30 KPMG LLP 1676 INTERNATIONAL DRIVE McLean VA 22102 990 2016-10-01 521067541 Woodrow Wilson International Center for Scholars % MICHAEL FORSTER WOOD 2026914000 1300 Pennsylvania Avenue NW Washington DC 200043027 MICHAEL FORSTER CFO 2026914036 2018-08-14 true KAY THIES P01404047 7032868000 2018-08-15 2016 2022-09-23 18:48:47Z JANE HARMAN 1300 PENNSYLVANIA AVENUE NW WASHINGTON DC 20004 62285439 false X www.wilsoncenter.org X US GOVT INST. 1968 DC SEE SCHEDULE O 17 17 178 23 0 0 23647358 23496856 5269 8635 812708 713203 400138 252408 24865473 24471102 2467000 2261913 0 0 15009266 14197682 485991 44500 1035078 6621998 6604694 24584255 23108789 281218 1362313 95343941 97530430 6444694 7584241 88899247 89946189 X THE WOODROW WILSON INTERNATIONAL CENTER FOR SCHOLARS IS THE NATIONAL LIVING MEMORIAL HONORING PRESIDENT WOODROW WILSON. IN PROVIDING AN ESSENTIAL LINK BETWEEN THE WORLDS OF IDEAS AND PUBLIC POLICY, THE CENTER ADDRESSES CURRENT AND EMERGING CHALLENGES CONFRONTING THE UNITED STATES AND THE WORLD. THE CENTER PROMOTES POLICY RELEVANT RESEARCH AND DIALOGUE TO INCREASE UNDERSTANDING AND ENHANCE THE CAPABILITIES AND KNOWLEDGE OF LEADERS, CITIZENS AND INSTITUTIONS WORLDWIDE. false false 1816835 248673 KENNAN INSTITUTE - BRINGS SCHOLARS AND GOVERNMENTAL SPECIALISTS TOGETHER TO DISCUSS POLITICAL, SOCIAL, AND ECONOMIC ISSUES AFFECTING RUSSIA AND OTHER SUCCESSOR STATES TO THE SOVIET UNION. 1260545 60000 GLOBAL WOMENS LEADERSHIP INITIATIVE - CONNECTING CURRENT AND EMERGING LEADERS, RAISING THE PROFILE OF CRITICAL ISSUES, ADVANCING INCLUSIVE POLICIES, AND BRINGING NEW RESEARCH TO THE FOREFRONT THROUGH BUILDING NETWORKS, ENCOURAGING DIALOGUE AND TARGETED TRAINING WHICH BUILD ON RESEARCH AND CONNECT WOMEN LEADERS IN ALL SECTORS. 1119440 MEXICO INSTITUTE - SEEKS TO IMPROVE UNDERSTANDING, Communication AND Cooperation BETWEEN MEXICO AND THE UNITED STATES BY PROMOTING ORIGINAL RESEARCH, ENCOURAGING PUBLIC DISCUSSION AND PROPOSING POLICY OPTIONS FOR ENHANCING THE BILATERAL RELATIONSHIP. 12078929 1953240 8635 16275749 true true false false false false false true false true true true false false false true true false false false true true true true true false false false true true false false false false false false false false true false false false false false false false false true 98 0 true 178 true false false false false false true true false false false false X 17 17 false false false false false false false true true false false true true true true true true true true false CA NY X X MICHAEL FORSTER 2026914036 1300 PENNSYLVANIA AVENUE NW WASHINGTON DC 200043027 William D Adams TRUSTEE 1.0 0.0 X 0 0 0 Peter Beshar TRUSTEE 1.0 0.0 X 0 0 0 Sylvia Mathews Burwell TRUSTEE (until 2/17) 1.0 0.0 X 0 0 0 JOHN T CASTEEN III TRUSTEE (until 10/16) 1.0 0.0 X 0 0 0 THELMA DUGGIN TRUSTEE 1.0 0.0 X 0 0 0 DAVID FERRIERO TRUSTEE 1.0 0.0 X 0 0 0 Carla Hayden TRUSTEE 1.0 0.0 X 0 0 0 LT GEN Susan Helms TRUSTEE (until 10/16) 1.0 0.0 X 0 0 0 FRED HOCHBERG TRUSTEE 1.0 0.0 X 0 0 0 BARRY JACKSON VICE CHAIRMAN 1.0 0.0 X X 0 0 0 John Kerry TRUSTEE (until 2/17) 1.0 0.0 X 0 0 0 John B King JR TRUSTEE (until 2/17) 1.0 0.0 X 0 0 0 Thomas PRICE TRUSTEE 1.0 0.0 X 0 0 0 Nathalie Rayes TRUSTEE 1.0 0.0 X 0 0 0 David Skorton TRUSTEE 1.0 0.0 X 0 0 0 Earl W Stafford TRUSTEE 1.0 0.0 X 0 0 0 Jane Watson Stetson TRUSTEE 1.0 0.0 X 0 0 0 ELISABETH DEVOS TRUSTEE 1.0 0.0 X 0 0 0 DAVID JACOBSON TRUSTEE 1.0 0.0 X 0 0 0 LOUIS SUSMAN TRUSTEE 1.0 0.0 X 0 0 0 FRED MALeK CHAIRMAN 1.0 0.0 X X 0 0 0 REX TILLERSON TRUSTEE 1.0 0.0 X 0 0 0 THOMAS NIDES CHAIRMAN (until 7/17) 1.0 0.0 X X 0 0 0 CHRISTINE EMERY VP DEVELOPMENT 40.0 0.0 X 194348 0 34581 MICHAEL FORSTER CFO 40.0 0.0 X 178572 0 41196 JANE HARMAN PRESIDENT & CEO 40.0 0.0 X 484160 0 38872 ROBERT LITWAK VP Scholars 40.0 0.0 X 159642 0 42160 AARON MILLER VP NEW INITIATIVES 40.0 0.0 X 151023 0 30941 BLAIR RUBLE VP PROGRAMS 40.0 0.0 X 159642 0 29853 ANDREW SELEE evp (until 4/28/17) 40.0 0.0 X 206002 0 36967 Bruce Griffith IT Director 40.0 0.0 X 157262 0 42121 LESLIE JOHNSON SPECIAL PROJECTS 40.0 0.0 X 169699 0 37752 Monde Muyangwa Project Director 40.0 0.0 X 157262 0 29720 HENRI BARKEY PROJECT DIRECTOR 40.0 0.0 X 159642 0 30170 CHRISTIAN OSTERMANN PROJECT DIRECTOR 40.0 0.0 X 171408 0 34225 2348662 0 428558 35 false true false JOYCE BANDA 4083 BRITWELL PLACE FAIRFAX VA 22033 SCHOLAR 127216 1 1316903 10521754 11658199 145791 23496856 WILSON QUARTERLY 541800 8635 8635 8635 651658 651658 0 69876 69876 0 0 0 37488358 37426813 61545 61545 61545 570056 1316903 387524 182532 182532 0 0 0 0 0 0 0 0 24471102 8635 0 965611 0 1602812 1602812 659101 659101 0 1754581 558797 940746 255038 0 9206349 6265232 2712024 229093 1571929 910964 609509 51456 902130 599006 278513 24611 762693 487670 243649 31374 0 3750 3750 245463 245463 0 44500 44500 119500 119500 706593 442019 264574 4069 2273 1796 919831 336581 545328 37922 656818 69657 587161 4293 4283 10 0 1322858 1108202 174371 40285 0 2274063 1718603 236852 318608 0 0 237887 237887 73056 73056 OTHER EXPENSES 35423 35423 EQUIPMENT/RENOVATIONS 988 360 628 INDIRECT EXPENSES 102 1510189 -1512268 2181 23108789 16275749 5797962 1035078 4860541 7342193 8357223 8551244 1904528 1844164 41157130 37371129 0 0 0 0 0 0 0 0 103601 296300 6577729 4957335 1529749 1620394 26375394 28625598 10830775 11654408 0 0 0 0 225000 225000 95343941 97530430 2405170 3059697 1614737 1642873 2424787 2881671 0 0 0 0 0 0 0 0 0 0 0 0 6444694 7584241 X 17557225 20108895 55091180 53330216 16250842 16507078 88899247 89946189 95343941 97530430 1362313 3221429 -3536800 X false true X true true true X 13900660 12988203 13259522 23647358 23496856 87292599 0 3460737 3468792 3419805 5530033 5839171 21718538 17361397 16456995 16679327 29177391 29336027 109011137 4098941 104912196 832517 686747 750642 705693 721532 3697131 0 153998 212593 221115 284752 182532 1054990 113763258 147337 0.92220 0.91820 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 225000 X false 35846543 256236 3859959 1412562 38550176 34652972 54465 2552829 1413723 35846543 36115080 2094299 -1886982 1669425 34652972 34403788 5000 2998669 1292377 36115080 31868165 231629 3546452 1242458 34403788 0.40330 0.42820 0.16850 false false 2660715 1618057 1042658 3917014 3339278 577736 1620394 ALTERNATIVE INVESTMENTS 11654408 F 11654408 0 0 X 33919226 3221429 5839171 387524 9448124 24471102 24471102 32872284 9375971 387524 9763495 23108789 23108789 SCHEDULE D, PART III, LINE 4 DESCRIPTION OF THE ORGANIZATION'S COLLECTION IN THE MEMORIAL HALLWAY THERE IS A PERMANENT BAS-RELIEF OF WOODROW WILSON THAT WAS COMMISSIONED AND IS DISPLAYED IN THE RONALD REAGAN BUILDING AND INTERNATIONAL TRADE CENTER. Schedule D, Part V, Line 4 INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS THE INTENDED USE OF ENDOWMENT FUND IS TO PROVIDE FUNDING FOR ONGOING PROGRAM EXPENSES AND ADMINISTRATIVE COSTS. Part X, Line 2 Fin 48 Footnote THE CENTER HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS EXEMPT FROM INCOME TAXES UNDER PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED AS AN ORGANIZATION THAT IS A PUBLIC charity. however, the center remains subject to income taxes on any net income that is derived from a trade or business, regularly carried on and not in furtherance OF THE PURPOSE FOR WHICH IT WAS GRANTED EXEMPTION. NO INCOME TAX PROVISION HAS BEEN RECORDED AS THE NET INCOME, IF ANY, FROM ANY UNRELATED TRADE OR BUSINESS, IN THE OPINION OF MANAGEMENT, IS NOT MATERIAL TO THE FINANCIAL STATEMENTS TAKEN AS A WHOLE. ASC TOPIC 740, INCOME TAXES, REQUIRES THAT MANAGEMENT EVALUATE TAX POSITIONS TAKEN BY THE CENTER AND RECOGNIZE A TAX LIABILITY (OR ASSETS) IF THE CENTER HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE CENTER HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF SEPTEMBER 30, 2017, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN FINANCIAL STATEMENTS. SCHEDULE D, PART XI, LINE 2D RECLASSIFICATION OF SPECIAL EVENT EXPENSES $387,524 SCHEDULE D, PART XII, LINE 2D RECONCILIATION OF EXPENSES PER AUDITED FINANCIAL STATEMENTS RECLASSIFICATION OF SPECIAL EVENT EXPENSES $387,524 true East Asia and the Pacific 0 0 Grantmaking 104550 East Asia and the Pacific 0 0 Program Services CONFERENCES 22253 Europe (Including Iceland and Greenland) 0 0 Grantmaking 238678 Europe (Including Iceland and Greenland) 0 0 Program Services conferences 170600 Middle East and North Africa 0 0 Program Services conferences 10694 North America 0 0 Fundraising 26179 North America 0 0 Program Services conferences 81185 South America 0 0 Grantmaking 220 South America 0 0 Program Services conferences 13508 South Asia 0 0 Program Services conferences 23707 Sub-Saharan Africa 0 0 Grantmaking 156181 Sub-Saharan Africa 0 0 Program Services conferences 19231 Central America and the Caribbean 0 0 Investments 4143998 Europe (Including Iceland and Greenland) 0 0 Investments 2775399 North America 0 0 Investments 1756121 North America 0 0 Grantmaking 24000 South America 0 0 Fundraising 295 Russia and the Newly Independent States 0 0 Grantmaking 138240 Russia and the Newly Independent States 0 0 Fundraising 2106 Russia and the Newly Independent States 0 0 Program Services CONFERENCES 136199 0 0 0 0 0 0 9566799 276545 9843344 Russia and the Newly Independent States conference 31000 wire Europe (Including Iceland and Greenland) CONFERENCE 75000 wire Sub-Saharan Africa CONFERENCE 15050 wire Europe (Including Iceland and Greenland) CONFERENCE 15000 wire 4 STIPEND Europe (Including Iceland and Greenland) 5 148678 CHECK STIPEND Russia and the Newly Independent States 8 107240 CHECK STIPEND South America 1 220 CHECK STIPEND Sub-Saharan Africa 9 141131 CHECK STIPEND East Asia and the Pacific 4 104550 CHECK STIPEND North America 1 24000 CHECK true false true true false false SCHEDULE F, PART I, LINE 2 PROCEDURES FOR MONITORING THE USE OF GRANTS EACH RECIPIENT IS REQUIRED TO PROVIDE TO THE WILSON CENTER GRANTING THE FUNDING A FULL PROGRAM SERVICE AND FINANCIAL REPORT AT LEAST EVERY SIX MONTHS. THE REPORT IS REVIEWED BY THE WILSON CENTER BEFORE ANY ADDITIONAL FUNDS ARE RELEASED. X true THE WEBSTER GROUP FUNDRAISING DINNER true 1097279 11000 1086279 ELIZABETH CONASTER FUNDRAISING DINNER true 438920 8500 430420 AMY KIRSCHENBAUM SWERS FUNDRAISING DINNER true 336260 25000 311250 1872459 44500 1827949 CA DC NY DINNER 1097279 880772 216507 152275 DINNER 438920 289914 149006 109947 3 350760 146217 204543 125302 1886959 1316903 570056 387524 387524 182532 SCHEDULE G, PART I, LINE 2B, LIST OF TEN HIGHEST PAID FUNDRAISERS: (I) NAME OF FUNDRAISER: THE WEBSTER GROUP (I) ADDRESS OF FUNDRAISER: 5185 MACARTHUR BLVD NW SUITE 250, WASHINGTON, DC 20016 (I) NAME OF FUNDRAISER: ELIZABETH CONASTER (I) ADDRESS OF FUNDRAISER: 1525 KEARNEY ST NE, WASHINGTON, DC 20017 (I) NAME OF FUNDRAISER: AMY KIRSCHENBAUM SWERS (I) ADDRESS OF FUNDRAISER: 5603 LONE OAK DR, BETHESDA, MD 20814 true STIPENDS 68 1602812 SCHEDULE I, PART I, LINE 2 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS EACH RECIPIENT IS REQUIRED TO PROVIDE TO THE WILSON CENTER GRANTING THE FUNDING A FULL PROGRAM SERVICE AND FINANCIAL REPORT AT LEAST EVERY SIX MONTHS. THE REPORT IS REVIEWED BY THE WILSON CENTER BEFORE ANY ADDITIONAL FUNDS ARE RELEASED. X X X X X false false false false false false false true false CHRISTINE EMERY VP DEVELOPMENT 194348 0 0 0 0 0 28082 0 6499 0 228929 0 0 0 MICHAEL FORSTER CFO 178572 0 0 0 0 0 24741 0 16455 0 219768 0 0 0 Bruce Griffith IT Director 157262 0 0 0 0 0 29708 0 12413 0 199383 0 0 0 JANE HARMAN PRESIDENT & CEO 364160 0 120000 0 0 0 37234 0 1638 0 523032 0 0 0 LESLIE JOHNSON SPECIAL PROJECTS 169699 0 0 0 0 0 31734 0 6018 0 207451 0 0 0 ROBERT LITWAK VP Scholars 159642 0 0 0 0 0 29853 0 12307 0 201802 0 0 0 AARON MILLER VP NEW INITIATIVES 151023 0 0 0 0 0 20231 0 10710 0 181964 0 0 0 Monde Muyangwa Project Director 157262 0 0 0 0 0 29408 0 312 0 186982 0 0 0 BLAIR RUBLE VP PROGRAMS 159642 0 0 0 0 0 29853 0 0 0 189495 0 0 0 ANDREW SELEE evp (until 4/28/17) 206002 0 0 0 0 0 30087 0 6880 0 242969 0 0 0 HENRI BARKEY PROJECT DIRECTOR 159642 0 0 0 0 0 29853 0 317 0 189812 0 0 0 CHRISTIAN OSTERMANN PROJECT DIRECTOR 171408 0 0 0 0 0 28859 0 5366 0 205633 0 0 0 SCHEDULE J, PART I, LINE 7 THE PRESIDENT'S EMPLOYMENT CONTRACT PROVIDES FOR AN ANNUAL BONUS. THE SPECIFIC DOLLAR AMOUNT OF THE BONUS IS AT THE DISCRETION OF THE BOARD OF DIRECTORS. X 6 145791 SALE false false false Schedule M, Part I, line 9, Noncash Contributions: The noncash contribution reporting is based on the number of contributions received. FORM 990, ITEM K, OTHER FORM OF ORGANIZATION: US GOVT INST FORM 990, PART I, LINE 1 DESCRIPTION OF ORGANIZATION MISSION: the Woodrow Wilson International Center for Scholars promotes policy relevant research and dialogue TO INCREASE UNDERSTANDING AND ENHANCE THE CAPABILITIES AND KNOWLEDGE OF LEADERS, CITIZENS, AND INSTITUTIONS. FORM 990, PART III, LINE 4D OTHER PROGRAM SERVICES ASIA PROGRAM, CANADIAN INSTITUTE, EUROPEAN STUDIES, MIDDLE EAST PROGRAM, DIVISION OF INTERNATIONAL STUDIES, KISSINGER INSTITUTE, SCIENCE AND TECHNOLOGY PROGRAMS PROVIDED WORKSHOPS AND CONFERENCES IN THEIR MAJOR AREA OF STUDY. EXPENSES $12,078,929. INCL GRANTS OF $1,953,240. REVENUE $8,635 FORM 990, PART VI, SECTION B, LINE 11B: DESCRIPTION OF FORM 990 REVIEW PROCESS RETURN IS PREPARED BY CENTERS INDEPENDENT ACCOUNTING FIRM, REVIEWED BY MANAGEMENT AND STAFF, AND PLACED UPON CENTERS WEBSITE. FORM 990, PART VI, LINE 12C MONITOR AND ENFORCE CONFLICT OF INTEREST POLICY A CONFLICT OF INTEREST FORM IS SIGNED BY THE APPROPRIATE PARTIES INVOLVED IN THE CENTER'S DECISION MAKING PROCESS, CONTRACT SIGNING AND/OR FUNDING NEGOTIATIONS. FORM 990, PART VI SECTION B, LINE 15 THE CENTER SEEKS TO PAY REASONABLE COMPENSATION UNDER SECTION 4958 TO ATTRACT AND RETAIN THE APPROPRIATE CALIBER OF EMPLOYEES DEDICATED TO CARRYING OUT ITS TAX-EXEMPT MISSION. THE ORGANIZATION PERIODICALLY CONDUCTS A REVIEW TO DETERMINE THE GOING FAIR MARKET COMPENSATION RANGES FOR COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THE BOARD APPROVES COMPENSATION OF THE ORGANIZATION'S PRESIDENT AND OTHER OFFICERS AND DOCUMENTS ITS DELIBERATION PROCESS. FORM 990, PART VI, SECTION C LINE 19. GOVERNING DOCUMENTS THE CENTER DOES CURRENTLY MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.