2018-05-15T11:37:28-07:00 2017-06-30 990 2016-07-01 030179592 WORLD LEARNING INC WORL 8022577751 1 Kipling Road PO Box 676 Brattleboro VT 05302 Konstantin Lomidze CFO 2024646973 2018-05-15 2016 2022-09-23 18:48:47Z Donald Steinberg 1 Kipling Rd PO Box 676 Brattleboro VT 05302 159072949 0 X www.worldlearninginc.org X 1932 VT Our mission is to empower people and strengthen institutions through education, development, and exchange programs. 19 18 942 75 -34280 -37180 2409466 2319961 141943037 152866639 1475002 1280010 295346 82041 146122851 156548651 21161355 18461592 0 0 43719869 47037521 94632 96287 1609175 83996537 94792218 148972393 160387618 -2849542 -3838967 76637746 78958728 26555738 28553121 50082008 50405607 World Learning Inc., founded in 1932, is a private, nonprofit organization that envisions a just world of engaged citizens and thriving communities. Our mission is to empower people and strengthen institutions through education, exchange and development programs that will make this vision a reality. Educational initiatives provide knowledge and skills, and create personal connections to bridge cultural differences. Locally driven international development projects build the foundations of citizen participation in under-represented communities around the world. By connecting people through experiential learning and opportunities to practice what the Organization teaches, World Learning has created a global network of more than 100,000 students and alumni, faculty, staff, and in-country partners working together to inspire and lead effective social change. 0 0 93205050 12363010 99169371 Global Development and Exchange - For more than twenty-five years, World Learning has worked to bridge the gap between the desire for human development and the ability to achieve that goal. This year, in more than 20 countries around the globe, our programs build the capacity of individuals, communities, and institutions to take ownership of their own development, secure just and effective policies and structures, and create sustainable positive change. Activities include training activists in Myanmar, teaching nurses in Malawi, supporting Tech Camps for youth in Algeria, assisting primary schools in Lebanon, and supporting STEM education in Egypt. Each year in the US we provide more than 2,000 youth and professionals from 144 different countries with exchange and training programs on a variety of subjects, including business, education, agriculture, media, politics, health, and leadership. Our approach to development employs strong local partnerships and uses experiential methods grounded in the organization's more than 80 years of teacher training to provide the tools needed for improved awareness and attitudes aligned with enhanced knowledge and skills. Our theory of change is grounded in the belief that these tools can be and will be applied and reapplied to address the most pressing global and local development challenges of youth leadership; workforce development; the marginalization of disadvantaged groups; literacy and access to quality education; and government accountability. World Learning's core competencies are: 1) Education, 2) Youth Leadership, 3) International Exchange, and 4) Local Institutional Strengthening & Training. We are funded by various private and institutional donors including the US Department of State and the United States Agency for International Development. Learn more at: https://www.worldlearning.org/our-impact. 25872922 1532454 31805535 Study Abroad - A pioneer in experiential, field-based study abroad, WL offers semester, summer, and custom term programs for undergraduate students in over 25 countries worldwide, as well as comparative programs in multiple locations. Our program mission: Prepare students to be inter-culturally effective leaders, professionals, and citizens. In doing so, WL fosters a worldwide network of individuals and organizations committed to responsible global citizenship. Study Abroad fulfils this mission with field-based accredited academic study abroad programs for undergraduates. The Study Abroad experience includes: rigorous academic programs through a field-based, experiential approach; undergraduate research through Independent Study Project Case Studies; cultural immersion through fieldwork, intensive language classes, and urban and rural home stays with local families; a small group of students in each program, supported by WL faculty and staff, home-stay families, in-country experts, and community members; and, a commitment to reciprocity as the foundation of our educational philosophy. Over 2,000 students from 250-plus U.S. colleges and universities study in over 25 countries each year. SIT Independent Study Projects often lead to advanced research including Fulbright and Watson fellowships. Learn more at www.sit.edu/studyabroad/. 5350221 2025335 5553028 SIT Graduate Institute - The SIT Graduate Institute offers graduate students and professionals internationally focused full-time and low-residency accredited master's degrees, as well as certificate and professional development programs. Program options are provided in Vermont and Washington, DC. The Institute's mission: prepare students to be inter-culturally effective leaders, professionals, and citizens. In doing so, WL fosters a worldwide network of individuals and organizations committed to responsible global citizenship. Programs include international education, NGO and nonprofit management, sustainable development, social justice in intercultural relations, conflict transformation, and Teaching English to Speakers of Other Languages (TESOL). SIT alumni and partners are engaged in creating, leading and developing social justice, educational and international development organizations around the world. Degree candidates, include high-ranking government officials and leaders in civil society from the developing world, come from more than 35 countries and collectively speak over 60 languages. SIT served as a training center for early Peace Corps volunteers and attracts many returned volunteers as staff and students. WL's academic programs offered through SIT (founded as the School for International Training) are accredited by the New England Association of Schools and Colleges through its Commission on Institutions of Higher Education. Learn more at www.sit.edu/graduate/. 8157508 315811 10388621 International Honors Programs - International Honors Program (IHP), a program within World Learning/Study Abroad, offers undergraduate students a unique comparative learning opportunity to analyze and contrast today's global conditions, evaluate issues and challenges, and compare solutions across countries and cultures. IHP participants study issues relating to public health, the environment, globalization, urban planning, governance, social justice, and human rights. Learn more about IHP at http://studyabroad.sit.edu/sn/programs/locations/ihp-comparative/ 7190839 2224982 4841229 The Experiment in International Living - World Learning's founding program has been offering immersive cross-cultural exchanges, fun and thought-provoking adventures, and experiential learning programs since 1932. Today, EIL provides three-to-five-week summer programs for high school students in over 25 countries worldwide. The program's mission: create meaningful, dynamic experiences for students eager to challenge themselves and engage their sense of global citizenry. Each program is an authentic journey challenging participants to develop a close connection with the people and culture of another country. Through home stays, community service, language training, outdoor adventure, art, and experiential learning, students build leadership and communication skills, gain essential international experience, increase self-confidence, and enhance global awareness. The Experiment has introduced more than 70,000 young people to international issues. Annually, over $1.5 million in scholarships are funded by the philanthropic generosity of former Experimenters and other World Learning supporters. Learn more at www.experimentinternational.org. 8776289 0 1108855 Other program services, including SIT program support and auxiliary student services. 24124636 2540793 16338705 148552829 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 0 1 1 1 1 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 563 0 1 942 1 1 1 1 AG AO AQ AR AS BL BM BR CH CI CM EC EG ET EZ GH IN JM JO KE LE LI MA MG NL NP NU PE PK PM RI RW SF SG SZ TZ UG UK VM 0 0 0 0 0 0 0 0 X 19 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AL AR CA CO CT FL GA HI IL KS KY LA MA MD ME MI MN MO MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV X X Mersea Mulat Boku 2026455244 1 Kipling Road PO Box 676 Brattleboro VT 05302 Allen B Cutler Trustee; Vice Chair 1.5 0 X X 0 0 0 Carole Wood Trustee 1.5 0 X 0 0 0 Charles F MacCormack Trustee 1.5 0 X 0 0 0 Cheryl Winter Lewy Trustee; Vice Chair 1.5 0 X X 0 0 0 Donald K Steinberg President and CEO 55 0 X X 309215 0 15401 Emilie M Ogden Trustee 1.5 0 X 0 0 0 Jennifer Backus Trustee 1.5 0 X 0 0 0 Laura Roos Trustee 1.5 0 X 0 0 0 Lawrence S Cooley Trustee 1.5 0 X 0 0 0 Leonade Jones Trustee [through 10/2016] 1.5 0 X 0 0 0 Lynne Maguire Trustee; Board Chair 1.5 0 X X 0 0 0 Michael Clarfeld Trustee 1.5 0 X 0 0 0 Michael Geisler Trustee [through 10/2016] 1.5 0 X 0 0 0 Michael Siegel Trustee 1.5 0 X 0 0 0 Morris Rossabi Trustee 1.5 0 X 0 0 0 Paul S Muther Trustee; Vice Chair 1.5 0 X X 0 0 0 Richard J Adler Trustee 1.5 0 X 0 0 0 Richard Keim Trustee 1.5 0 X 0 0 0 Robert C Chase Trustee 1.5 0 X 0 0 0 Robert W Adams Trustee [through 10/2016] 1.5 0 X 0 0 0 Sharon Lim Trustee [through 10/2016] 1.5 0 X 0 0 0 Thomas Hiatt Trustee 1.5 0 X 0 0 0 Thomas H Fox Trustee [through 10/2016] 1.5 0 X 0 0 0 Virginia A Loeb Trustee 1.5 0 X 0 0 0 William Michaelcheck Trustee [through 05/2017] 1.5 0 X 0 0 0 Carol Jenkins President, World Learning Global Development & Exchange 55 0 X 214644 0 20603 Sophia Howlett President, SIT [from 01/2017] 55 0 X 0 0 0 Konstantin Lomidze SVP Finance, CFO and Treasurer 55 0 X 268306 0 22075 Lisa Rae SVP of Legal Affairs and General Counsel 55 0 X 187209 0 28291 Rachel Henry Vice President, Operations [through 06/2017] 55 0 X 180494 0 32532 Kimberly M Abbott Vice President, Marketing and Communications 55 0 X 160136 0 7998 Thomas P Navin VP, Philanthropy & Alumni Engagement 55 0 X 156753 0 22478 Bethaney M Laclair Chief of Staff and Corporate Secretary 55 0 X 142673 0 35629 Martin N Schulman Chief Of Party 40 0 X 213111 0 16037 Carl T Hammerdorfer Chief Of Party 40 0 X 203203 0 32816 Nadya Karim-Shaw Country Representative 40 0 X 183442 0 8147 Christopher Bramwell Chief of Party 40 0 X 185516 0 13693 Scott R Lansell Divisional Vice President 40 0 X 166932 0 9901 Paul Dery Former Acting CFO 40 0 X 139271 0 10166 2710905 0 275767 45 1 1 0 Grant Thornton LLP 75 State Street No 13 Boston MA 02109 Accounting audit and tax services 262166 KELL Partners LLC 303 Camp Craft Rd Suite 325 Austine TX 78746 System design and configuration 134962 Mary Daly Aua 14 Casa 23 Cassenda Luanda AO Technical assistance on program design and implementation 112580 3 0 0 0 0 0 2319961 359844 2319961 Int'l Development & Echange Progs 900099 99169371 99169371 0 0 Study Abroad 611600 31805535 31805535 0 0 Int'l Honors Program 611600 10388621 10388621 0 0 SIT Graduate Institute 611600 5553028 5553028 0 0 The Experiment in Int'l Living 611600 4841229 4841229 0 0 1108855 1108855 0 0 152866639 430574 0 -34280 464854 0 0 0 0 92 0 0 92 0 0 3372984 750 2303597 220701 1069387 -219951 849436 0 0 849436 0 0 0 0 0 0 Credit card rebate 611600 44756 0 0 44756 El Café Sales 611600 31545 0 0 31545 Credit Card Convenience Fee 611600 2146 0 0 2146 3502 0 0 3502 81949 156548651 152866639 -34280 1396331 7812280 7812280 4378934 4378934 6270378 6270378 0 0 1948996 365418 1404289 179289 149154 0 149154 0 36526716 33269458 2525117 732141 991465 928056 46317 17092 5493642 4862421 513528 117693 1927548 1684644 198199 44705 0 0 0 0 335656 267580 54654 13422 732459 313548 418911 0 0 0 96287 96287 338272 296099 42173 3852690 2284514 1561032 7144 711654 680675 17600 13379 2603775 1794729 745482 63564 1228396 1100056 102672 25668 0 0 0 0 3909649 3526232 364832 18585 5334398 5114421 143980 75997 0 0 0 0 177794 164802 7477 5515 132087 0 132087 0 0 0 0 0 1268836 337907 906500 24429 338407 16283 322124 0 Direct program costs: int'l develop. 50045627 50045627 0 0 Direct program costs: SSA 18469425 18469425 0 0 Direct program costs: EIL 3596454 3596454 0 0 Direct program costs: Grad 38631 38631 0 0 1678008 934257 569486 174265 160387618 148552829 10225614 1609175 2614748 2861213 1947825 1044322 15200507 15026373 978127 900327 0 0 0 0 831679 142566 0 0 4330348 5598970 20505900 15550648 5478875 4955252 6309876 7147953 37995088 40727565 0 0 0 0 950673 554187 76637746 78958728 7693074 7618848 0 0 10168755 10679417 0 0 0 0 0 0 85743 41613 7822249 10039297 785917 173946 26555738 28553121 X 9771927 7352367 9091147 11790016 31218934 31263224 50082008 50405607 76637746 78958728 X -3838967 4368079 0 0 0 -205513 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 2258 0 1 0 2258 0 Schedule C, Part II-B, Line 1 1 d.) MAILINGS TO MEMBERS, LEGISLATORS, OR THE PUBLIC: COMMUNITY SIGN-ON LETTERS: WORLD LEARNING JOINED TWO COMMUNITY SIGN-ON LETTERS TO MEMBERS OF CONGRESS FACILITATED BY INTERACTION RELATED TO THE IMPORTANCE OF INTERNATIONAL ENGAGEMENT THROUGH DEVELOPMENT AND DIPLOMACY AND REQUESTED MAINTAINING FUNDING FOR THE INTERNATIONAL AFFAIRS ACCOUNT. 1 e.) PUBLICATIONS, OR PUBLISHED OR BROADCAST STATEMENTS: WORLD LEARNING ENDORSED ONE PUBLIC STATEMENT BY THE MODERNIZING FOREIGN ASSISTANCE NETWORK REGARDING RECOMMENDATIONS ON MAXIMIZING EFFECTIVENESS AND EFFICIENCY OF U.S. FOREIGN ASSISTANCE. 1 g.) DIRECT CONTACT WITH LEGISLATORS, THEIR STAFFS, GOVERNMENT OFFICIALS, OR A LEGISLATIVE BODY: WORLD LEARNING HAS PERIODIC DIRECT CONTACT WITH THESE PARTIES IN SUPPORT OF U.S. PROGRAMS RELATED TO INTERNATIONAL EDUCATION, DEVELOPMENT, AND EXCHANGES. LOBBY DAYS: WORLD LEARNING PARTICIPATED IN TWO LOBBY DAYS, ONE FACILITATED BY THE ALLIANCE FOR INTERNATIONAL EXCHANGE AND ANOTHER ONE FACILITATED BY INTERACTION. WORLD LEARNING'S PARTICIPATION IN THE LOBBY DAY OF THE ALLIANCE FOR INTERNATIONAL EDUCATION CONSISTED OF PRESENTING THE IMPACT/RESULTS OF EDUCATIONAL AND CULTURAL EXCHANGES ON PARTICIPANTS AND HOST COMMUNITIES. ALLIANCE STAFF REQUESTED THE MAINTENANCE OF FUNDING FOR THIS ACCOUNT. MET WITH 20 MEMBERS OF CONGRESS AND THEIR STAFF. WORLD LEARNING'S PARTICIPATION IN THE LOBBY DAY OF INTERACTION CONSISTED OF PRESENTING THE IMPACT/RESULTS OF DEVELOPMENT PROGRAMS OF THE INTERNATIONAL AFFAIRS ACCOUNT. INTERACTION STAFF REQUESTED MAINTAINING FUNDING FOR THE INTERNATIONAL AFFAIRS ACCOUNT. MET WITH 14 MEMBERS OF CONGRESS AND THEIR STAFF. MEETINGS WITH CONGRESSIONAL STAFF: MEETINGS WITH CONGRESSIONAL STAFF ON THE HOUSE APPROPRIATIONS COMMITTEE AND FOREIGN RELATIONS COMMITTEE, SENATE FOREIGN RELATIONS COMMITTEE AND APPROPRIATIONS COMMITTEE. MEETINGS FOCUSED ON SUPPORT FOR THE INTERNATIONAL AFFAIRS ACCOUNT, THE IMPACT OF EDUCATIONAL AND CULTURAL EXCHANGES, DEVELOPMENT AND ECONOMIC ASSISTANCE, AND INCLUDED FUNDING REQUESTS FOR ACCOUNTS. 1 I.) OTHER ACTIVITIES: WORLD LEARNING PAYS DUES TO A VARIETY OF ORGANIZATIONS THAT ENGAGE IN LOBBYING IN SUPPORT OF U.S. FOREIGN ASSISTANCE AND THE INTERNATIONAL AFFAIRS ACCOUNT, BUT WORLD LEARNING HAS NOT MADE ANY INTERNAL ALLOCATION OF SUCH DUES AS SUCH THERE IS NO AMOUNT REPORTED. 41469602 44615 5429238 1153815 1075614 0 44714026 45591487 174932 -2406436 1132526 757855 0 41469602 47219724 383184 265031 1310439 966013 0 45591487 42414619 98146 6724180 1243316 773905 0 47219724 40358328 60831 3975805 1392536 587809 0 42414619 0.12 0.7 0.18 0 0 0 479922 479922 0 8852684 6521942 2330742 0 161005 28504 132501 0 6523764 5296122 1227642 0 4488525 3704080 784445 4955252 Fixed income strategies measured at NAV 5849211 F Equity strategies -non publicly traded 18767974 F Asset Allocation Strategies 8175656 F Alt. strategies: Commodities 758166 F Alt. strategies: hedge funds 4076871 F Alt. strategies: private equity 2221268 F Alt. strategies: real estate funds 246700 F Cash and cash equivalent 631719 F 40727565 0 PERKINS Federal Contribution 173946 173946 X Schedule D, Part V, Line 4 World Learning's Endowment Fund is a long-term financial resource for World Learning and the execution of its mission. On an annual basis the Fund provides important financial resources to World Learning, primarily in the forms of 1) scholarship funding for participants in its academic and exchange programs and, 2) support for programs, new initiatives and field projects. Schedule D, Part X, Line 2 World Learning is a not-for-profit organization as described in Section 501(c)(3) of the Internal Revenue Code, as amended (the "Code "), and is generally exempt from income taxes pursuant to Section 501(a) of the Code. Certain of World Learning's foreign subsidiaries are organized as taxable entities in their respective countries. The Organization is required to assess uncertain tax positions and has determined that there were no such uncertain positions that are material to the consolidated financial statements. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 World Learning's non-discrimination policy is published in its printed promotional materials and printed registration materials, and also made available on the organization's website. World Learning does not discriminate on the basis of race, color, ethnic or national origin, sex, sexual orientation, gender identity, religion, age, ancestry, disability, military status, veteran status, or other non-merit reasons, in admissions, educational programs, or activities and employment, and complies with all applicable federal and state laws regarding nondiscrimination and affirmative action, including Title IX of the Education Amendments of 1972 and Section 504 of the Rehabilitation Act of 1973, and Title VII of the Civil Rights Act of 1964. Schedule E, Part I, Line 6 World Learning receives funding from the US Department of Education in the form of Federal Stafford and Perkins Loans for eligible SIT Graduate Institute students. 1 Central America and the Caribbean 3 6 Program Services Education 1094329 Central America and the Caribbean 0 0 Grantmaking Education 65284 Central America and the Caribbean 0 0 Program Services Exchange and Training 258013 Central America and the Caribbean 0 0 Grantmaking Exchange and Training 4827 East Asia and the Pacific 1 26 Program Services Civil Society and Governance 1014695 East Asia and the Pacific 0 0 Grantmaking Civil Society and Governance 69755 East Asia and the Pacific 6 9 Program Services Education 3726096 East Asia and the Pacific 0 0 Grantmaking Education 196122 East Asia and the Pacific 0 0 Grantmaking Exchange and Training 66072 Europe (including Iceland and Greenland) 3 9 Program Services Education 5497026 Europe (including Iceland and Greenland) 0 0 Grantmaking Education 298095 Europe (including Iceland and Greenland) 1 11 Program Services Exchange and Training 6387278 Europe (including Iceland and Greenland) 0 0 Grantmaking Exchange and Training 24703 Middle East and North Africa 0 0 Grantmaking Civil Society and Governance 199412 Middle East and North Africa 5 57 Program Services Education 16532945 Middle East and North Africa 0 0 Grantmaking Education 2283599 Middle East and North Africa 1 14 Program Services Exchange and Training 2578196 Middle East and North Africa 0 0 Grantmaking Exchange and Training 10076 Middle East and North Africa 0 0 Program Services Health 97788 North America (including Canada and Mexico, but not the United States) 0 0 Program Services Civil Society and Governance 132553 North America (including Canada and Mexico, but not the United States) 0 0 Program Services Education 48980 North America (including Canada and Mexico, but not the United States) 1 3 Program Services Exchange and Training 199546 Russia and the newly independent States 0 0 Program Services Education 73795 Russia and the newly independent States 0 0 Exchange and Training 1273814 Russia and the newly independent States 0 0 Grantmaking Exchange and Training 196324 South America 6 15 Program Services Education 6032531 South America 0 0 Grantmaking Education 350382 South America 0 0 Program Services Exchange and Training 73357 South America 0 0 Grantmaking Exchange and Training 12970 South Asia 2 120 Program Services Education 6144487 South Asia 0 0 Grantmaking Education 200749 South Asia 1 30 Program Services Exchange and Training 3927292 South Asia 0 0 Grantmaking Exchange and Training 629489 Sub-Saharan Africa 2 4 Program Services Civil Society and Governance 9150832 Sub-Saharan Africa 0 0 Grantmaking Civil Society and Governance 688743 Sub-Saharan Africa 10 29 Program Services Education 4478114 Sub-Saharan Africa 0 0 Grantmaking Education 403114 Sub-Saharan Africa 1 7 Program Services Exchange and Training 2063871 Sub-Saharan Africa 0 0 Grantmaking Exchange and Training 64946 Sub-Saharan Africa 1 67 Program Services Health 1641939 Sub-Saharan Africa 0 0 Grantmaking Health 505717 44 407 78697856 East Asia and the Pacific Education 69755 wire transfers 0 n/a n/a Europe (including Iceland and Greenland) Civil Society Strengthening 407107 wire transfers 0 n/a n/a Middle East and North Africa Deliver program to PAX 1496261 wire transfers 0 n/a n/a Middle East and North Africa Deliver program to PAX 21902 wire transfers 0 n/a n/a Middle East and North Africa Deliver program to PAX 21872 wire transfers 0 n/a n/a Middle East and North Africa Deliver program to PAX 21950 wire transfers 0 n/a n/a Middle East and North Africa Education 7092 wire transfers 0 n/a n/a Middle East and North Africa Education 6808 wire transfers 0 n/a n/a Middle East and North Africa Education 7092 wire transfers 0 n/a n/a Middle East and North Africa Education 9014 wire transfers 0 n/a n/a Middle East and North Africa Education 17162 wire transfers 0 n/a n/a Middle East and North Africa Education 9990 wire transfers 0 n/a n/a Middle East and North Africa Education 45597 wire transfers 0 n/a n/a Middle East and North Africa Education 18067 wire transfers 0 n/a n/a Middle East and North Africa Education 17162 wire transfers 0 n/a n/a Middle East and North Africa Education 8049 wire transfers 0 n/a n/a Middle East and North Africa Education 27953 wire transfers 0 n/a n/a Middle East and North Africa Education 17162 wire transfers 0 n/a n/a Middle East and North Africa Education 29428 wire transfers 0 n/a n/a Middle East and North Africa Education 17973 wire transfers 0 n/a n/a Middle East and North Africa Education 37321 wire transfers 0 n/a n/a Middle East and North Africa Education 22657 wire transfers 0 n/a n/a Middle East and North Africa Education 24494 wire transfers 0 n/a n/a Middle East and North Africa Education 15886 wire transfers 0 n/a n/a Middle East and North Africa Education 7571 wire transfers 0 n/a n/a Middle East and North Africa Education 7571 wire transfers 0 n/a n/a Middle East and North Africa Education 7571 wire transfers 0 n/a n/a Middle East and North Africa Education 7571 wire transfers 0 n/a n/a Middle East and North Africa Education 7571 wire transfers 0 n/a n/a Middle East and North Africa Education 12287 wire transfers 0 n/a n/a Middle East and North Africa Education 7401 wire transfers 0 n/a n/a Middle East and North Africa Education 7571 wire transfers 0 n/a n/a Middle East and North Africa Education 7571 wire transfers 0 n/a n/a Middle East and North Africa Education 7571 wire transfers 0 n/a n/a Middle East and North Africa Education 7571 wire transfers 0 n/a n/a Middle East and North Africa Education 7571 wire transfers 0 n/a n/a Middle East and North Africa Education 7571 wire transfers 0 n/a n/a Middle East and North Africa Special Programs to aid the needs of survivors 199412 wire transfers 0 n/a n/a Russia and the newly independent States Deliver program to PAX 169857 wire transfers 0 n/a n/a South America Deliver program to PAX 6600 wire transfers 0 n/a n/a South America Deliver program to PAX 6370 wire transfers 0 n/a n/a South Asia Deliver program to PAX 146157 wire transfers 0 n/a n/a South Asia Deliver program to PAX 221899 wire transfers 0 n/a n/a South Asia Deliver program to PAX 153009 wire transfers 0 n/a n/a South Asia Deliver program to PAX 5885 wire transfers 0 n/a n/a South Asia Deliver program to PAX 49828 wire transfers 0 n/a n/a Sub-Saharan Africa Civil Society Strengthening 59963 wire transfers 0 n/a n/a Sub-Saharan Africa Civil Society Strengthening 221673 wire transfers 0 n/a n/a Sub-Saharan Africa Deliver program to PAX 8022 wire transfers 0 n/a n/a Sub-Saharan Africa Health 121323 wire transfers 0 n/a n/a Sub-Saharan Africa Health 81200 wire transfers 0 n/a n/a Sub-Saharan Africa Health 120079 wire transfers 0 n/a n/a Sub-Saharan Africa Health 110295 wire transfers 0 n/a n/a Sub-Saharan Africa Health 72821 wire transfers 0 n/a n/a 25 29 Scholarships Central America and the Caribbean 21 65284 account credit/wire 0 n/a n/a Scholarships/Small grants East Asia and the Pacific 127 267020 account credit/wire 0 n/a n/a Scholarships/Small grants Europe (including Iceland and Greenland) 105 322798 account credit/wire 0 n/a n/a Scholarships/Small grants Middle East and North Africa 94 292220 account credit/wire 0 n/a n/a Scholarships South America 126 350382 account credit 0 n/a n/a Scholarships/Small grants South Asia 70 253459 account credit 0 n/a n/a Scholarships/Small grants Sub-Saharan Africa 122 466006 account credit/wire 0 n/a n/a Sub-grant Russia and the newly independent States 4 26467 Wire Transfer 0 n/a n/a 1 1 1 1 1 1 Schedule F, Part I, Line 2 Monitoring use of grants to organizations outside the US includes the following procedures: 1) obtain pre-award survey (for new grant recipients only); 2) obtain and review monthly or quarterly financial statements from recipients; 3) review financial reports and operational cash-flow status; 4) review recipients' local audit reports when available; 5) review programmatic reports from recipients; and 6) conduct monitoring and evaluation to assess sub-recipient performance. World Learning offers grants and scholarships to international students based on several criteria, including need and demonstrated commitment to the SIT's mission. Financial Aid Office awards financial aid to qualifying students based on several criteria and donors restrictions. Furthermore, in collaboration with Accounts Receivable Office, the Financial Aid Office monitors financial aid disbursements throughout the year. X X X X X X 1 RuffaloCODY Holdings LLC Ruffalo Noel Levitz 1025 Kirkwood Parkway SW Cedar Rapids IA 52404 Fundraising (telemarketing) services 0 95190 87119 8071 Accudata Integrated Marketing 5220 Summerlin Commons Blvd Ste 200 Fort Myers FL 339072150 Targeted mailing list data and data analysis. 0 0 8498 -8498 95190 95617 -427 AK AL AR CA CO CT FL GA HI IL KS KY LA MA MD ME MI MO NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV 1 Dartmouth College Dartmouth College Hanover NH 03755 020222111 501c3 76613 0 N/A N/A Deliver program to Participants International Center of Worcester Inc 81 Hope Ave Worcester MA 01603 042375529 501c3 22500 0 N/A N/A Deliver program to Participants Catholic Relief Services 228 W Lexington Baltimore MD 21201 135563422 501c3 198459 0 N/A N/A Civil Society Strengthening Rochester Global Connections 575 Mt Hope Ave Rochester NY 14620 160877289 501c3 9800 0 N/A N/A Deliver program to Participants Souktel Inc 113 Barksdale Professional Center Newark DE 19711 205626219 78924 0 N/A N/A Special Programs to aid the needs of survivors Gulf Coast Diplomacy Council 227 2nd Ave N Saint Petersburg FL 33701 223898121 501c3 46291 0 N/A N/A Deliver program to Participants Franklin Institute 222 N 20th St Philadelphia PA 19103 231370501 501c3 374853 0 N/A N/A Deliver program to Participants International house of metrolina 322 HAWTHORNE LN CHARLOTTE NC 28204 260510072 501c3 10550 0 N/A N/A Deliver program to Participants The 21st Century Partnership for STEM Education 101 West Elm Street Suite 350 Conshohocken PA 19428 261164919 501c3 673303 0 N/A N/A Deliver program to Participants Cleveland Council on World Affairs 812 Huron Rd E 650 Cleveland OH 44115 340720549 501c3 66727 0 N/A N/A Deliver program to Participants Indiana University 107 S Indiana Avenue Bloomington IN 47405 356001673 501c3 191257 0 N/A N/A Deliver program to Participants Montana Center for International Visitors PO Box 5114 Bozeman MT 59717 363558751 501c3 24427 0 N/A N/A Deliver program to Participants World Chicago 78 East Washington 2nd Floor Chicago IL 60602 363801521 501c3 139310 0 N/A N/A Deliver program to Participants Teaching Institute for Excellence in STEM 10900 Eucilid Avenue Cleveland OH 44106 371531888 501c3 766395 0 N/A N/A Deliver program to Participants Global Ties Detroit 111 E Kirby St 2nd Floor Detroit MI 48202 381981715 501c3 41158 0 N/A N/A Deliver program to Participants University of Minnesota University of Minnesota Minneapolis MN 55455 416007513 Gov't 180738 0 N/A N/A Deliver program to Participants Global Ties KC 30 West Pershing Road Suite 405 Kansas City MO 64108 431727811 501c3 50693 0 N/A N/A legislative fellows Risk and Strategic Management Corp 209 Elden St Ste 301 Herndon VA 20170 454125272 501c3 17114 0 N/A N/A Deliver program to Participants WorldDenver PO Box 40396 Denver CO 80204 454346778 501c3 46933 0 N/A N/A Deliver program to Participants Dacotah Territory IVP 1830 W Fulton St Suite 201 Rapid City SD 57702 460443218 501c3 15377 0 N/A N/A Deliver program to Participants Surry Scheerer LLC 1604 Morton Avenue Ann Arbor MI 48104 461611966 10036 0 N/A N/A Deliver program to Participants Management System International Inc 200 12th Street South Suite 1200 Arlington VA 22202 521215041 501c3 770477 0 N/A N/A Deliver program to Participants International Republican Institute 1225 I St NW No 800 Washington DC 20005 521340267 501c3 647991 0 N/A N/A Deliver program to Participants World Trade Center Institute 401 East Pratt Street Baltimore MD 21202 521591820 501c3 93159 0 N/A N/A Youth Program United States International Council on Disabilities 1012 14st NW Suite 105 Washington DC 20005 521766832 501c3 50475 0 N/A N/A Capacity enhancement AMIDEAST 1730 M Street NW Ste 1100 Washington DC 20036 530243270 501c3 1043129 0 N/A N/A Deliver program to Participants University of virginia PO Box 400807 Charlottesville VA 22904 540485595 Gov't 550405 0 N/A N/A Deliver program to Participants Handicap International 6930 Carroll Avenue Suite 240 Takoma Park MD 20912 550914744 501c3 445156 0 N/A N/A Special Programs to aid the needs of survivors Population Services International 1120 19th Street NW Suite 600 Washington DC 20036 560942853 501c3 80984 0 N/A N/A Health International Focus Inc 3700 National Dr 214 Raleigh NC 27612 561597928 501c3 81526 0 N/A N/A Deliver program to Participants Morehouse College 830 Westview Drive SW Atlanta GA 30314 580566205 501c3 38884 0 N/A N/A Deliver program to Participants International House of Metrolina Inc 1817 Central Avenue Suite 215 Charlotte NC 28205 581440413 501c3 22496 0 N/A N/A Deliver program to Participants World Affairs Council of Kentucky & Southern Indiana Indiana 200 West Broadway St Suite 607 Louisville KY 40202 611078276 501c3 26254 0 N/A N/A Deliver program to Participants World Affairs Council of Dallas Fort Worth 325 North St Paul Street 4200 Dallas TX 75201 750855628 501c3 17950 0 N/A N/A Deliver program to Participants IBI International 2101 Wilson Blvd Arlington VA 22201 760496363 7241 0 N/A N/A Deliver program to Participants Reed Incorporated 19440 Golf Vista Plaza Ste 230 Leesburg VA 20176 800293171 501c3 35627 0 N/A N/A Deliver program to Participants Arizona State University 1711 S Rural Rd Tempe AZ 85281 860196696 Gov't 187822 0 N/A N/A Deliver program to Participants Utah Council for Citizen Diplomacy 1840 South 1300 East Salt Lake City UT 84105 876128308 501c3 8035 0 N/A N/A Youth Program World affairs Council of Seattle 2200 Alaskan Way Suite 450 Seattle WA 98121 910586924 501c3 59600 0 N/A N/A Deliver program to Participants Foundation for International Understanding Through Students University of Washington HUB 206 Box 352233 Seattle WA 98195 910646781 501c3 45200 0 N/A N/A Youth Program World Affairs Council of Oregon 1200 SW Park Ave 3rd Floor Portland OR 97205 930568356 501c3 129658 0 N/A N/A Deliver program to Participants Nothern Nevada international Center 821 N Center St Reno NV 89501 942796785 501c3 26160 0 N/A N/A Deliver program to Participants World Vision Inc PO Box 9716 Federal Way WA 98063 951922279 501c3 93056 0 N/A N/A Civil Society Strengthening Tulsa Global Alliance 800 South Tucker Drive Tulsa OK 74104 953018799 501c3 36464 0 N/A N/A Deliver program to Participants UCP Wheel for Humanity 12750 Raymer Street Unit 4 North Hollywood CA 91605 954581144 501c3 297873 0 N/A N/A Special Programs to aid the needs of survivors 42 3 Scholarships and aid - SIT Graduate Institute; Awards funded by restricted and endowed gifts of WL 106 399848 0 n/a n/a Scholarships and aid -Experiment in International Living; Awards funded by restricted and endowed gifts of WL 398 1909618 0 n/a n/a Scholarships and aid -International Honor Program; Awards funded by restricted and endowed gifts of WL 22 70279 0 n/a n/a Small grants for individuals to participate in new program initiatives. 11 58338 0 n/a n/a Additional tuition/program fee assistance to participants of WL's enrollment based offerings is provided. Unlike awarded scholarships, tuition "discounting" is not funded by restricted and endowed gifts to WL. 380 1940851 0 n/a n/a Schedule I, Part I, Line 2 Schedule I, Part I, Line 2 - Monitoring the use of grants to organizations in the US includes the following procedures: 1) obtain pre-award survey (for new grant recipients only); 2) obtain and review monthly or quarterly financial statements from recipients; 3) pay sub-recipient based on financial reports and operational cash-flow status of recipients; 4) review recipients' annual A-133 audit reports; 5) review programmatic reports from recipients; and 6) conduct monitoring and evaluation to assess sub-recipient performance. World Learning offers grants and scholarships to US students based on several criteria, including need and demonstrated commitment to the SIT's mission. Financial Aid Office awards financial aid to qualifying students based on several criteria and donors restrictions. Furthermore, in collaboration with Accounts Receivable office, Financial Aid office monitors financial aid disbursements throughout the year. X 1 1 X X X 0 0 0 0 0 0 0 1 0 Donald K Steinberg President and CEO 308027 0 0 0 1188 0 15401 0 0 0 324616 0 0 0 Konstantin Lomidze SVP Finance, CFO and Treasurer 268144 0 0 0 162 0 13566 0 8509 0 290381 0 0 0 Carol Jenkins President, World Learning Global Development & Exchange 214230 0 0 0 414 0 10879 0 9724 0 235247 0 0 0 Lisa Rae SVP of Legal Affairs and General Counsel 186189 0 750 0 270 0 5143 0 23148 0 215500 0 0 0 Rachel Henry Vice President, Operations [through 06/2017] 179582 0 750 0 162 0 9398 0 23134 0 213026 0 0 0 Kimberly M Abbott Vice President, Marketing and Communications 159956 0 0 0 180 0 7998 0 0 0 168134 0 0 0 Thomas P Navin VP, Philanthropy & Alumni Engagement 155733 0 750 0 270 0 7826 0 14652 0 179231 0 0 0 Bethaney M Laclair Chief of Staff and Corporate Secretary 141779 0 750 0 144 0 7699 0 27930 0 178302 0 0 0 Martin N Schulman Chief Of Party 185403 0 0 0 27708 0 10535 0 5502 0 229148 0 0 0 Carl T Hammerdorfer Chief Of Party 190484 0 0 0 12719 0 10015 0 22801 0 236019 0 0 0 Christopher Bramwell Chief of Party 162696 0 0 0 22820 0 8191 0 5502 0 199209 0 0 0 Nadya Karim-Shaw Country Representative 159227 0 0 0 24215 0 326 0 7821 0 191589 0 0 0 Scott R Lansell Divisional Vice President 166518 0 0 0 414 0 8401 0 1500 0 176833 0 0 0 Paul Dery Former Acting CFO 138081 0 1000 0 190 0 796 0 9370 0 149437 0 0 0 Schedule J, Part I, Line 1a World Learning pays housing allowance for some expatriates. In calendar year 2016, World Learning paid housing allowance to Martin Schulman, Christophe Bramwell, Carl Hammerdorfer, and Nadya Karim-Shaw who are expatriates working in field offices. The allowance is reported as taxable income on Schedule J, Part II, column B(iii). Schedule J, Part I, Line 7 Depending on the availability of budget, employees may get a small amount of discretionary performance bonuses from year to year with the authorization of the CEO and CFO. X 20 287467 Market Price X Videoconferencing Equipment 1 72377 Education retail price 0 1 0 Form 990, Part VI, Section B, Line 11b The complete IRS FORM 990 filing is prepared by management of World Learning and reviewed in detail (and signed) by contracted tax advisors. Prior to electronically filing with the IRS, a complete copy of the organization's final Form 990 is made available to all members of World Learning's Board of Trustees. Form 990, Part VI, Section B, Line 12c World Learning's Corporate Secretary circulates the "FORM 990 DISCLOSURES QUESTIONNAIRE and ANNUAL CONFLICT OF INTEREST & RELATED PARTY QUESTIONNAIRE" (POLICY) forms to each Trustee annually, and also to Executive Committee members and key employees. The General Counsel reviews responses as needed with an eye towards any disclosures that could present an issue under the "POLICY." If an issue arises, General Counsel refers the matter to the Board Chairperson, who follows up on the matter in accordance with the "POLICY." Form 990, Part VI, Section B, Line 15 Pursuant to the "POLICY ABOUT FIDUCIARY RESPONSIBILITY, CONFLICT OF INTEREST, INTERMEDIATE SANCTIONS AND DISCLOSURES," World Learning's Audit Committee, an independent committee that does not have any conflicts of interest with respect to compensation paid to the organization's executives, meets in executive session to review and approve the reasonableness of compensation for the President and CEO, along with all Officers and Senior Managers (VP level) of World Learning. Committee members who may have conflicts of interest or are otherwise not independent from WL due to a business relationship recuse themselves from this Committee vote. Surveys to which WL subscribes in order to assess the reasonableness of all executive compensation are provided, and include third-party benchmarking information in the form of compensation market conditions. This compensation review/approval process, an action item of the Audit Committee, is performed and documented annually. Form 990, Part VI, Section C, Line 19 Governance documents, such as organizational 'by-laws' and conflict-of-interest policy, are made available upon request to the Corporate Secretary of World Learning. Fiscal documentation, in the form of the organization's annual audited financial statements and 990 corporate tax filing, can be accessed on the organization's web site and are also made available upon request to the Finance Department of World Learning. Form 990, Part XI, Line 9 Unrealized Losses from forward currency contracts and other foreign currency transactions: -$203,166; Annuity Adjustment loss: - $2,347 World Learning Angola Rua 21 de Janeiro Q-5 Case 217 Barrio Morro Bento Luanda MunicipalitySamba AO Cross cultural training AO World Learning Inc 1 Fundacion World Learning (Argentina) Avda Del Liberator 498 Piso 3 Ciudad de Buenos Aires AR C1001ABR Cross cultural training AR World Learning Inc 1 World Learning Cyprus Ltd 41 Vyzantiou Str Apt 2 Nicosia CY 2064 Cross cultural training CY World Learning Inc 1 Centro del Programma Educational SIT (Panama) Calle Alberto Oriol Tejada 374A Ciudad del Saber Clayton PM Cross cultural training PM World Learning Inc 1 World Learning Samoa Charitable Trust PO Box 9268 Apia WS Cross cultural training WS World Learning Inc 1 Fundacion Privada World Learning (Spain) Callejon de San Cecilio 13 Albaicin Granada SP 18010 Cross cultural training SP World Learning Inc 1 Association of World Learning in Switzerland Business Center Chemin du Canal 5 Nyon SZ 1260 Cross cultural training SZ World Learning Inc 1 World Learning Inc (Zanzibar) PO Box 3040 Zanzibar TZ Cross cultural training TZ World Learning Inc 1 School for International Training SIT Toulouse C/O Institut Catholique 31 rue de la Fonderie Toulouse FR 31 000 Cross cultural training FR World Learning Inc 1 World Learning India Private LTD F-301 2nd Floor Lado Sarai New Delhi IN 110030 Cross cultural training IN World Learning Inc C 1348873 759047 0.99 1 World Learning do Brasil Intercambrio Educational Ltda Av Dr Freitas 1624 Pedreira Belem PA BR 66087-810 Cross cultural training BR World Learning Inc C 1007659 91897 0.9999 1 World Learning Australia Pty Ltd 20 Albert Street Blackburn Victoria AS 3130 Cross cultural training AS World Learning Inc C 864585 320722 1 1 World Learning SC Callejon del Carmen 101 Colonia Centro Oaxaca MX 68000 Cross cultural training MX World Learning Inc C 0 26667 0.9999 1 The School for International Training (S Africa) Intuthuko Junction 750 Francois Road Cato Manor Durban SF 4091 Cross cultural training SF World Learning Inc C 855332 44765 1 1 World Learning Europe CIC Lafone House Unit 19 The Leather Market 11-13 Weston Str London SE1 3ER UK Education, sustainable development, and exchange UK World Learning Inc S 247592 74832 1 1 Charitable Remainder Unitrust (1) 75 State St Boston MA 02109 CRUT MA World Learning Inc T 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 World Learning Angola p 2963954 Actual expense reimbursement Fundacion World Learning (Argentina) p 1829760 Actual expense reimbursement Centro del Programma Educational SIT (Panama) p 416173 Actual expense reimbursement World Learning Samoa Charitable Trust p 138520 Actual expense reimbursement Association of World Learning in Switzerland p 2131968 Actual expense reimbursement World Learning Inc (Zanzibar) p 216540 Actual expense reimbursement World Learning India Private LTD p 1730720 Actual expense reimbursement World Learning do Brasil Intercambrio Educational Ltda p 633071 Actual expense reimbursement World Learning Australia Pty Ltd p 982591 Actual expense reimbursement World Learning SC p 104100 Actual expense reimbursement The School for International Training (S Africa) p 855332 Actual expense reimbursement World Learning Europe CIC p 114412 Actual expense reimbursement