WORLD ECONOMIC FORUM: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WORLD ECONOMIC FORUM (EIN 98-0459408)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-10
- IRS object ID
- 201841309349303739
- Schema version
- 2016v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-10T17:19:27-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 Madison Avenue | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 980459408 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WORLD ECONOMIC FORUM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JULIEN GATTONI | InCareOfNm |
| Business Name Control | WORL | BusinessNameControlTxt |
| Phone | 0228691212 | PhoneNum |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 91-93 ROUTE DE LA CAPITE | AddressLine1Txt |
| City | COLOGNY | CityNm |
| Province Or State | GENEVA | ProvinceOrStateNm |
| Country | SZ | CountryCd |
| Foreign Postal | CH-1223 | ForeignPostalCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIEN GATTONI | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 0228691212 | PhoneNum |
| Signature | 2018-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA J PARELLO | PreparerPersonNm |
| PTIN | P01080295 | PTIN |
| Phone | 6464713000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Julien Gattoni | PrincipalOfficerNm |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 91-93 ROUTE DE LA CAPITE | AddressLine1Txt |
| City | COLOGNY | CityNm |
| Province Or State | GENEVA | ProvinceOrStateNm |
| Country | SZ | CountryCd |
| Foreign Postal | CH-1223 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $279,722,879 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | www.weforum.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1971 | FormationYr |
| Legal Domicile Country | SZ | LegalDomicileCountryCd |
| Activity Or Mission | THE WORLD ECONOMIC FORUM, COMMITTED TO IMPROVING THE STATE OF THE WORLD, IS THE INTERNATIONAL ORGANIZATION FOR PUBLIC-PRIVATE COOPERATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 24 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $3,675,984 | PYContributionsGrantsAmt |
| CY Contributions Grants | $20,325,602 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $59,661,723 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $249,504,764 | CYProgramServiceRevenueAmt |
| PY Investment Income | $361,993 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,259,106 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,749,542 | PYOtherRevenueAmt |
| CY Other Revenue | $5,633,407 | CYOtherRevenueAmt |
| PY Total Revenue | $66,449,242 | PYTotalRevenueAmt |
| CY Total Revenue | $279,722,879 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $32,498,735 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $123,850,746 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $36,137,549 | PYOtherExpensesAmt |
| CY Other Expenses | $154,602,431 | CYOtherExpensesAmt |
| PY Total Expenses | $68,636,284 | PYTotalExpensesAmt |
| CY Total Expenses | $278,453,177 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,187,042 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,269,702 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $336,911,574 | TotalAssetsBOYAmt |
| Total Assets EOY | $472,969,075 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $154,746,325 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $202,683,791 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $182,165,249 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $270,285,284 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | MEETINGS THE FORUM HOSTS A VARIETY OF MEETINGS ON AN ANNUAL BASIS, INCLUDING THE ANNUAL MEETING IN DAVOS, AN ANNUAL MEETING OF NEW CHAMPIONS IN CHINA, AND MULTIPLE REGIONAL MEETINGS AROUND THE WORLD. THE FORUM'S ANNUAL MEETING IN DAVOS IS AN INTERNATIONALLY RECOGNIZED EVENT THAT BRINGS TOGETHER MANY OF THE WORLD'S TOP BUSINESS LEADERS - INCLUDING THE CEO'S OF ITS 1,000 MEMBER COMPANIES - AS WELL AS POLITICAL LEADERS, RELIGIOUS LEADERS, NGO REPRESENTATIVES, INTELLECTUALS, AND JOURNALISTS. IN ADDITION, THE FORUM HOSTS SIX TO NINE ANNUAL REGIONAL MEETINGS AND ORGANIZES OTHER MEETINGS ON VARIOUS BUSINESS-RELATED TOPICS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BUSINESS NETWORKS AND INITIATIVES THE FORUM HAS DEVELOPED A NUMBER OF PARTNERSHIP NETWORKS THAT ARE DESIGNED TO LINK BUSINESSES BASED ON DIFFERENT CHARACTERISTICS, SUCH AS REGION OR INDUSTRY. ADDITIONALLY, THE FORUM SPONSORS INITIATIVES THAT ENCOURAGE PUBLIC-PRIVATE PARTNERSHIPS TO TACKLE GLOBAL ISSUES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REPORTS THE FORUM CONDUCTS RESEARCH AND ISSUES SUBSTANTIVE REPORTS AND WHITEPAPERS THAT FOCUS ON THE INTERSECTIONS BETWEEN GEOPOLITICS, ECONOMICS, TECHNOLOGY, AND SOCIETY. THE RESEARCH ACTIVITIES HAVE INCLUDED ECONOMIC COMPETITIVENESS, GLOBAL RISKS, GENDER PARITY, AND SECURITY, EMPHASIZING BENCHMARKING, STRATEGIC FORESIGHT, AND SHARING BEST PRACTICES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | CH | ForeignCountryCd |
| Foreign Country | SZ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | false | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIEN GATTONI | PersonNm |
| Phone | 0228691212 | PhoneNum |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 91-93 ROUTE DE LA CAPITE CH-1223 | AddressLine1Txt |
| Province Or State | COLOGNY/GENEVA | ProvinceOrStateNm |
| Country | SZ | CountryCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (53 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| KLAUS SCHWAB | ||||||||||
| FOUNDER AND EXECUTIVE CHAIRMAN | 40.0 | 0.0 | Yes (X) | Yes (X) | $1,100,000 | $0 | $4,483 | |||
| PETER BRABECK-LETMATHE | ||||||||||
| VICE-CHAIRMAN | 1.25 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| PATRICK AEBISCHER | ||||||||||
| BOARD MEMBER (END 8/25/16) | 1.25 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| HM QUEEN RANIA AL ABDULLAH | ||||||||||
| BOARD MEMBER | 1.25 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MUKESH D AMBANI | ||||||||||
| BOARD MEMBER | 1.25 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MARC R BENIOFF | ||||||||||
| BOARD MEMBER | 1.25 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MARC CARNEY | ||||||||||
| BOARD MEMBER | 1.25 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ORIT GADIESH | ||||||||||
| BOARD MEMBER | 1.25 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| KATHERINE GARRETT-COX | ||||||||||
| BOARD MEMBER (END 8/25/16) | 1.25 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| AL GORE | ||||||||||
| BOARD MEMBER | 1.25 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| HERMAN GREF | ||||||||||
| BOARD MEMBER | 1.25 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ANGEL GURRIA | ||||||||||
| BOARD MEMBER | 1.25 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| SUSAN HOCKFIELD | ||||||||||
| BOARD MEMBER (END 8/25/16) | 1.25 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JIM YONG KIM | ||||||||||
| BOARD MEMBER | 1.25 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| KLAUS KLEINFELD | ||||||||||
| BOARD MEMBER | 1.25 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTINE LAGARDE | ||||||||||
| BOARD MEMBER | 1.25 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JACK MA | ||||||||||
| BOARD MEMBER | 1.25 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| PETER MAURER | ||||||||||
| BOARD MEMBER | 1.25 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| LUIS ALBERTO MORENO | ||||||||||
| BOARD MEMBER | 1.25 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| INDRA NOOYI | ||||||||||
| BOARD MEMBER | 1.25 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JOE SCHOENDORF | ||||||||||
| BOARD MEMBER (END 1/31/17) | 1.25 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| HEIZO TAKENAKA | ||||||||||
| BOARD MEMBER | 1.25 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| GEORGE YEO | ||||||||||
| BOARD MEMBER | 1.25 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MIN ZHU | ||||||||||
| BOARD MEMBER | 1.25 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| YO-YO MA | ||||||||||
| BOARD MEMBER (AS OF 8/25/16) | 1.25 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| URSULA VON DER LEYEN | ||||||||||
| BOARD MEMBER (AS OF 8/25/16) | 1.25 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| L RAFAEL REIF | ||||||||||
| BOARD MEMBER (AS OF 8/25/16) | 1.25 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ANDRE S HOFFMANN | ||||||||||
| BOARD MEMBER | 1.25 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JIM SNABE | ||||||||||
| CHAIRMAN, WEF USA END 11/3/16 | 15.0 | 5.0 | Yes (X) | $562,955 | $0 | $27,705 | ||||
| ADRIAN MONCK | ||||||||||
| MEMBER OF THE MANAGING BOARD | 40.0 | 0.0 | Yes (X) | $546,987 | $0 | $60,231 | ||||
| ALOIS ZWINGGI | ||||||||||
| MEMBER OF THE MANAGING BOARD | 40.0 | 0.0 | Yes (X) | $730,000 | $0 | $150,195 | ||||
| CHERYL MARTIN | ||||||||||
| MEMBER OF THE MANAGING BOARD | 40.0 | 0.0 | Yes (X) | $542,435 | $0 | $63,170 | ||||
| JEREMY JURGENS | ||||||||||
| MEMBER OF THE MANAGING BOARD | 40.0 | 0.0 | Yes (X) | $535,121 | $0 | $57,778 | ||||
| JULIEN GATTONI | ||||||||||
| CHIEF FINANCIAL OFFICER | 40.0 | 0.0 | Yes (X) | $438,000 | $0 | $35,485 | ||||
| LEE HOWELL | ||||||||||
| MEMBER OF THE MANAGING BOARD | 40.0 | 0.0 | Yes (X) | $739,962 | $0 | $153,702 | ||||
| MURAT SONMEZ | ||||||||||
| MEMBER OF THE MANAGING BOARD | 40.0 | 0.0 | Yes (X) | $758,640 | $0 | $75,448 | ||||
| PHILIPP ROSLER | ||||||||||
| MEMBER OF THE MANAGING BOARD | 40.0 | 0.0 | Yes (X) | $734,981 | $0 | $57,898 | ||||
| RICHARD SAMANS | ||||||||||
| MEMBER OF THE MANAGING BOARD | 40.0 | 0.0 | Yes (X) | $753,127 | $0 | $169,019 | ||||
| DAVID AIKMAN | ||||||||||
| CHIEF REPRESENTATIVE OFFICER | 40.0 | 0.0 | $576,450 | $0 | $48,888 | Yes (X) | ||||
| DENISE BURNET | ||||||||||
| HEAD OF EVENT MANAGEMENT | 40.0 | 0.0 | $375,971 | $0 | $46,255 | Yes (X) | ||||
| DOMINIC WAUGHRAY | ||||||||||
| HEAD OF PUBLIC-PRIVATE PTNRSHP | 40.0 | 0.0 | $474,176 | $0 | $49,041 | Yes (X) | ||||
| JEAN-LOUP DENEREAZ | ||||||||||
| HEAD OF GENERAL SERVICES | 40.0 | 0.0 | $364,159 | $0 | $44,556 | Yes (X) | ||||
| JENNIFER BLANKE | ||||||||||
| CHIEF ECONOMIST (END 1/31/17) | 40.0 | 0.0 | $372,200 | $0 | $44,524 | Yes (X) | ||||
| MEL ROGERS | ||||||||||
| HEAD OF STRATEGIC AFFAIRS | 40.0 | 0.0 | $366,120 | $0 | $29,339 | Yes (X) | ||||
| OLIVIER SCHWAB | ||||||||||
| HEAD OF BUSINESS ENGAGEMENT | 40.0 | 0.0 | $395,346 | $0 | $33,731 | Yes (X) | ||||
| PAOLO GALLO | ||||||||||
| CHIEF HUMAN RESOURCES OFFICER | 40.0 | 0.0 | $444,000 | $0 | $46,627 | Yes (X) | ||||
| ROBERTO BOCCA | ||||||||||
| HEAD OF ENERGY AND BASIC INDS | 40.0 | 0.0 | $389,170 | $0 | $42,245 | Yes (X) | ||||
| ALEX WONG | ||||||||||
| HEAD, GLOBAL CHALLENGE PTNRSHP | 40.0 | 0.0 | $440,340 | $0 | $47,132 | Yes (X) | ||||
| GILBERT PROBST | ||||||||||
| DEAN, LEADERSHIP OFFICE | 20.0 | 0.0 | $457,620 | $0 | $26,339 | Yes (X) | ||||
| HELENA LEURENT | ||||||||||
| HEAD OF GOVERNMENT ENGAGEMENT | 40.0 | 0.0 | $429,546 | $0 | $34,226 | Yes (X) | ||||
| JEAN-LUC VEZ | ||||||||||
| HEAD OF PUBLIC SECURITY POLICY | 40.0 | 0.0 | $507,061 | $0 | $61,330 | Yes (X) | ||||
| MARK SPELMAN | ||||||||||
| CO-HEAD, INTERNET INITIATIVE | 24.0 | 0.0 | $409,923 | $0 | $54,208 | Yes (X) | ||||
| ESPEN BARTH EIDE | ||||||||||
| MEMBER OF THE MANAGING BOARD | 40.0 | 0.0 | $463,525 | $0 | $41,241 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $13,907,815 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,504,796 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 330 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CENTER FOR INT'L PRIVATE ENTERPRISE | |||||
| 1211 CONNECTICUT AVENUE NW-SUITE 7 | WASHINGTON | DC | 20036 | CONSULTING SERVICES | $1,724,571 |
| INTERNATIONAL CHAMBER OF COMMERCE | |||||
| 33-43 AVENUE DU PRESIDENT WILSON | PARIS | AL | 75116 | CONSULTING SERVICES | $883,795 |
| NEPAD PLANNING AND COORDINATING AGE | |||||
| BLOCK B GATEWAY PARK MIDRAND | JOHANNESBURG | AL | 20000 | CONSULTING SERVICES | $773,687 |
| THE NATURE CONSERVANCY | |||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | CONSULTING SERVICES | $319,702 |
| NISHAN DEGNARAIN | |||||
| 11TH FL SILVERCREST CT 16 MGR GONIN | PORTLOUIS | AL | 11201 | CONSULTING SERVICES | $311,669 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 13 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $956,085 | RelatedOrganizationsAmt |
| Government Grants | $14,345,049 | GovernmentGrantsAmt |
| All Other Contributions | $5,024,468 | AllOtherContributionsAmt |
| Total Contributions | $20,325,602 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIPS | 900099 | $26,064,742 | $26,064,742 |
| PARTICIPATION FEES | 900099 | $45,970,859 | $45,970,859 |
| PARTNERSHIPS | 900099 | $177,469,163 | $177,469,163 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $249,504,764 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,259,106 | TotalRevenueColumnAmt |
| Exclusion | $4,259,106 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $492,099 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $492,099 | RelatedOrExemptFuncIncomeAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| FOREIGN EXCHANGE | 900099 | $504,113 | $504,113 | |
| OTHER INTER-AFFILIATE INCOME | 541610 | -$252,810 | -$252,810 | |
| OTHER MISCELLANEOUS INCOME | 900099 | $4,890,005 | $4,890,005 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,141,308 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $279,722,879 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $254,634,058 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $4,763,219 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,260,669 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,805,491 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,140,716 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,077,026 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $566,844 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,135,811 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,312,532 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $590,188 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,098,777 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,354,708 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,242,191 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,972,781 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,312,366 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,862,455 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,574,190 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,600 | TotalAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| GIFTS TO MEMBERS/PARTICIPANTS | $151,341 |
| OTHER STAFF EXPENSES | $5,796,491 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $278,453,177 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,816,934 | BOYAmt |
| EOY | $57,307,006 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,416,919 | BOYAmt |
| EOY | $37,593,898 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,968,335 | BOYAmt |
| EOY | $58,413,011 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $3,929,744 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,717,452 | BOYAmt |
| EOY | $5,693,067 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $134,918,291 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $36,046,580 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,636,457 | BOYAmt |
| EOY | $98,871,711 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,387,957 | BOYAmt |
| EOY | $185,159,595 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $21,963,795 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,967,520 | BOYAmt |
| EOY | $4,037,248 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $336,911,574 | BOYAmt |
| EOY | $472,969,075 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,092,198 | BOYAmt |
| EOY | $45,480,726 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,397,199 | BOYAmt |
| EOY | $150,337,767 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,256,928 | BOYAmt |
| EOY | $6,865,298 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,746,325 | BOYAmt |
| EOY | $202,683,791 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,165,249 | BOYAmt |
| EOY | $270,285,284 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,165,249 | BOYAmt |
| EOY | $270,285,284 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $336,911,574 | BOYAmt |
| EOY | $472,969,075 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,269,702 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $86,850,333 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $1,240,681 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Art | HeldWorksArtGrp |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | EXHIBITION IN OUR OWN PREMISES | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $37,298,491 | OtherCostOrOtherBasisAmt |
| Book Value | $37,298,491 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $80,403,343 | OtherCostOrOtherBasisAmt |
| Depreciation | $31,405,598 | DepreciationAmt |
| Book Value | $48,997,746 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,009,694 | OtherCostOrOtherBasisAmt |
| Depreciation | $102,672 | DepreciationAmt |
| Book Value | $5,907,022 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,966,083 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,538,310 | DepreciationAmt |
| Book Value | $5,427,773 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,240,679 | OtherCostOrOtherBasisAmt |
| Book Value | $1,240,679 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $98,871,711 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| REFUND TO MEMBERS | $3,355,746 |
| DUE TO FORUM NEW YORK | $3,401,302 |
| DUE TO FORUM OF YOUNG GLOBAL LEADER | $24,997 |
| DUE TO TAX ADMINISTRATION | $2,654 |
| DUE TO STAFF MEMB (TRAVEL EXPENSES) | $80,599 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,865,298 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $290,224,602 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $10,501,723 | OtherRevenueAmt |
| Revenue Not Reported | $10,501,723 | RevenueNotReportedAmt |
| Revenue Subtotal | $279,722,879 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $279,722,879 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $288,947,783 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $10,494,606 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $10,494,606 | ExpensesNotReportedAmt |
| Expenses Subtotal | $278,453,177 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $278,453,177 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| COLLECTIONS DETAIL- FORM 990, SCHEDULE D, PART III, LINE 4 | Paintings and sculptures exhibited in our professional premises and without any commercial and / or financial purpose. |
| RECONCILIATION OF REVENUE PER AUDITED FINANCIAL STATEMENTS-PART XI,LINE 2D | IN-KIND REVENUES 10,501,723 |
| RECONCILIATION OF EXPENSE PER AUDITED FINANCIAL STATEMENTS-PART XII,LN 2D | IN-KIND COSTS 10,494,606 |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (18 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | OfficesOfficesCnt | EmployeeEmployeeCnt |
|---|---|---|---|---|
| Sub-Saharan Africa | Program Services | $1,761,780 | ||
| Central America and the Caribbean | Program Services | $43,403 | ||
| East Asia and the Pacific | Program Services | $2,215,367 | ||
| Europe (Including Iceland and Greenland) | Program Services | $71,548,219 | ||
| Middle East and North Africa | Program Services | $5,451,905 | ||
| North America | Program Services | $107,279 | ||
| Russia and the Newly Independent States | Program Services | $118,434 | ||
| South America | Program Services | $401,351 | ||
| South Asia | Program Services | $601,758 | ||
| Sub-Saharan Africa | Maintaining offices | $342,826 | ||
| East Asia and the Pacific | Maintaining offices | $756,692 | 2 | 37 |
| Europe (Including Iceland and Greenland) | Maintaining offices | $35,436,534 | 1 | 575 |
| Middle East and North Africa | Maintaining offices | $1,134,302 | ||
| North America | Maintaining offices | $36,734 | ||
| Russia and the Newly Independent States | Maintaining offices | $18,614 | ||
| South America | Maintaining offices | $49,884 | ||
| South Asia | Maintaining offices | $344,993 | ||
| Europe (Including Iceland and Greenland) | Investments | $108,537,459 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 3 | SubtotalOfficesCnt |
| Subtotal Employees | 612 | SubtotalEmployeesCnt |
| Total Office | 3 | TotalOfficeCnt |
| Total Employee | 612 | TotalEmployeeCnt |
| Subtotal Spent | $120,370,075 | SubtotalSpentAmt |
| Continuation Spent | $108,537,459 | ContinuationSpentAmt |
| Total Spent | $228,907,534 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | false | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | false | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (26 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KLAUS SCHWAB | ||||||||||||||
| FOUNDER AND EXECUTIVE CHAIRMAN | $1,100,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $4,483 | $0 | $1,104,483 | $0 | $0 | $0 |
| ADRIAN MONCK | ||||||||||||||
| MEMBER OF THE MANAGING BOARD | $490,987 | $0 | $56,000 | $0 | $0 | $0 | $46,842 | $0 | $13,389 | $0 | $607,218 | $0 | $0 | $0 |
| ALEX WONG | ||||||||||||||
| HEAD, GLOBAL CHALLENGE PTNRSHP | $392,425 | $0 | $47,565 | $0 | $350 | $0 | $36,118 | $0 | $11,014 | $0 | $487,472 | $0 | $0 | $0 |
| ALOIS ZWINGGI | ||||||||||||||
| MEMBER OF THE MANAGING BOARD | $650,000 | $0 | $80,000 | $0 | $0 | $0 | $127,140 | $0 | $23,055 | $0 | $880,195 | $0 | $0 | $0 |
| CHERYL MARTIN | ||||||||||||||
| MEMBER OF THE MANAGING BOARD | $518,879 | $0 | $23,556 | $0 | $0 | $0 | $49,662 | $0 | $13,508 | $0 | $605,605 | $0 | $0 | $0 |
| DAVID AIKMAN | ||||||||||||||
| CHIEF REPRESENTATIVE OFFICER | $527,218 | $0 | $49,232 | $0 | $0 | $0 | $37,308 | $0 | $11,580 | $0 | $625,338 | $0 | $0 | $0 |
| DENISE BURNET | ||||||||||||||
| HEAD OF EVENT MANAGEMENT | $335,471 | $0 | $40,000 | $0 | $500 | $0 | $36,740 | $0 | $9,515 | $0 | $422,226 | $0 | $0 | $0 |
| DOMINIC WAUGHRAY | ||||||||||||||
| HEAD OF PUBLIC-PRIVATE PTNRSHP | $412,176 | $0 | $62,000 | $0 | $0 | $0 | $37,554 | $0 | $11,487 | $0 | $523,217 | $0 | $0 | $0 |
| ESPEN BARTH EIDE | ||||||||||||||
| MEMBER OF THE MANAGING BOARD | $329,981 | $0 | $80,000 | $0 | $53,544 | $0 | $32,500 | $0 | $8,741 | $0 | $504,766 | $0 | $0 | $0 |
| GILBERT PROBST | ||||||||||||||
| DEAN, LEADERSHIP OFFICE | $217,175 | $0 | $41,712 | $0 | $198,733 | $0 | $23,724 | $0 | $2,615 | $0 | $483,959 | $0 | $0 | $0 |
| HELENA LEURENT | ||||||||||||||
| HEAD OF GOVERNMENT ENGAGEMENT | $373,392 | $0 | $56,154 | $0 | $0 | $0 | $23,747 | $0 | $10,479 | $0 | $463,772 | $0 | $0 | $0 |
| JEAN-LOUP DENEREAZ | ||||||||||||||
| HEAD OF GENERAL SERVICES | $325,759 | $0 | $38,400 | $0 | $0 | $0 | $35,350 | $0 | $9,206 | $0 | $408,715 | $0 | $0 | $0 |
| JEAN-LUC VEZ | ||||||||||||||
| HEAD OF PUBLIC SECURITY POLICY | $452,161 | $0 | $54,400 | $0 | $500 | $0 | $48,985 | $0 | $12,345 | $0 | $568,391 | $0 | $0 | $0 |
| JENNIFER BLANKE | ||||||||||||||
| CHIEF ECONOMIST (END 1/31/17) | $341,000 | $0 | $31,200 | $0 | $0 | $0 | $34,100 | $0 | $10,424 | $0 | $416,724 | $0 | $0 | $0 |
| JEREMY JURGENS | ||||||||||||||
| MEMBER OF THE MANAGING BOARD | $469,121 | $0 | $66,000 | $0 | $0 | $0 | $44,839 | $0 | $12,939 | $0 | $592,899 | $0 | $0 | $0 |
| JIM SNABE | ||||||||||||||
| CHAIRMAN, WEF USA END 11/3/16 | $505,024 | $0 | $0 | $0 | $57,931 | $0 | $24,372 | $0 | $3,333 | $0 | $590,660 | $0 | $0 | $0 |
| JULIEN GATTONI | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $380,000 | $0 | $58,000 | $0 | $0 | $0 | $24,670 | $0 | $10,815 | $0 | $473,485 | $0 | $0 | $0 |
| LEE HOWELL | ||||||||||||||
| MEMBER OF THE MANAGING BOARD | $659,962 | $0 | $80,000 | $0 | $0 | $0 | $130,000 | $0 | $23,702 | $0 | $893,664 | $0 | $0 | $0 |
| MEL ROGERS | ||||||||||||||
| HEAD OF STRATEGIC AFFAIRS | $316,042 | $0 | $47,078 | $0 | $3,000 | $0 | $20,245 | $0 | $9,094 | $0 | $395,459 | $0 | $0 | $0 |
| MURAT SONMEZ | ||||||||||||||
| MEMBER OF THE MANAGING BOARD | $657,471 | $0 | $80,000 | $0 | $21,169 | $0 | $59,233 | $0 | $16,215 | $0 | $834,088 | $0 | $0 | $0 |
| OLIVIER SCHWAB | ||||||||||||||
| HEAD OF BUSINESS ENGAGEMENT | $352,349 | $0 | $42,997 | $0 | $0 | $0 | $23,405 | $0 | $10,326 | $0 | $429,077 | $0 | $0 | $0 |
| PAOLO GALLO | ||||||||||||||
| CHIEF HUMAN RESOURCES OFFICER | $385,200 | $0 | $58,800 | $0 | $0 | $0 | $35,683 | $0 | $10,944 | $0 | $490,627 | $0 | $0 | $0 |
| PHILIPP ROSLER | ||||||||||||||
| MEMBER OF THE MANAGING BOARD | $654,981 | $0 | $80,000 | $0 | $0 | $0 | $41,635 | $0 | $16,263 | $0 | $792,879 | $0 | $0 | $0 |
| RICHARD SAMANS | ||||||||||||||
| MEMBER OF THE MANAGING BOARD | $657,471 | $0 | $80,000 | $0 | $15,656 | $0 | $143,000 | $0 | $26,019 | $0 | $922,146 | $0 | $0 | $0 |
| ROBERTO BOCCA | ||||||||||||||
| HEAD OF ENERGY AND BASIC INDS | $346,850 | $0 | $42,320 | $0 | $0 | $0 | $32,298 | $0 | $9,947 | $0 | $431,415 | $0 | $0 | $0 |
| MARK SPELMAN | ||||||||||||||
| CO-HEAD, INTERNET INITIATIVE | $409,923 | $0 | $0 | $0 | $0 | $0 | $43,310 | $0 | $10,898 | $0 | $464,131 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| ADDITIONAL BENEFITS PROVIDED- FORM 990, SCHEDULE J, PART I, LINE 1A | IN EXCEPTIONAL SITUATIONS, THE CHAIRMAN, ACCOMPANIED BY HIS SPOUSE, MAY BE PROVIDED WITH PRIVATE AIR TRAVEL. AS A PUBLIC FIGURE, THESE OCCASIONS ARE INTENDED TO MEET SECURITY OR OPERATIONAL EFFICIENCY REQUIREMENTS. |
| SCHEULE J, PART I, LINE 4B | THREE MEMBERS OF THE FORUMS MANAGING BOARD PARTICIPATED IN A SUPPLEMENTAL PENSION ARRANGEMENT, WHERE CONTRIBUTIONS AMOUNTING TO 10% OF THE ANNUAL SALARY WERE FUNDED BY THE EMPLOYER AND PAID INTO THE PLAN. ELIGIBILITY FOR THE PLAN WAS BASED ON THE MANAGING BOARD MEMBER HAVING BEEN EMPLOYED BY THE FORUM FOR MORE THAN 5 YEARS. AS PART OF THE FORUM EXECUTIVE COMPENSATION PRINCIPLES, INTRODUCED IN 2017, THIS SUPPLEMENTARY PLAN WAS CLOSED FOR ALL PARTICIPANTS AND NOT REPLACED, OR COMPENSATED. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| MISSION STATEMENT - FORM 990, PART III, LINE 1 | THE WORLD ECONOMIC FORUM, COMMITTED TO IMPROVING THE STATE OF THE WORLD, IS THE INTERNATIONAL ORGANIZATION FOR PUBLIC-PRIVATE COOPERATION. THE FORUM ENGAGES THE FOREMOST POLITICAL, BUSINESS AND OTHER LEADERS OF SOCIETY TO SHAPE GLOBAL, REGIONAL AND INDUSTRY AGENDAS. IT WAS ESTABLISHED IN 1971 AS A NOT-FOR-PROFIT FOUNDATION AND IS HEADQUARTERED IN GENEVA, SWITZERLAND. IT IS INDEPENDENT, IMPARTIAL AND NOT TIED TO ANY SPECIAL INTERESTS. THE FORUM STRIVES IN ALL ITS EFFORTS TO DEMONSTRATE ENTREPRENEURSHIP IN THE GLOBAL PUBLIC INTEREST WHILE UPHOLDING THE HIGHEST STANDARDS OF GOVERNANCE. MORAL AND INTELLECTUAL INTEGRITY IS AT THE HEART OF EVERYTHING IT DOES. OUR ACTIVITIES ARE SHAPED BY A UNIQUE INSTITUTIONAL CULTURE FOUNDED ON THE STAKEHOLDER THEORY, WHICH ASSERTS THAT AN ORGANIZATION IS ACCOUNTABLE TO ALL PARTS OF SOCIETY. THE INSTITUTION CAREFULLY BLENDS AND BALANCES THE BEST OF MANY KINDS OF ORGANIZATIONS, FROM BOTH THE PUBLIC AND PRIVATE SECTORS, INTERNATIONAL ORGANIZATIONS AND ACADEMIC INSTITUTIONS. RECOGNIZING THAT THE MAJOR GLOBAL CHALLENGES REQUIRE INTERNATIONAL AND INTERDISCIPLINARY COLLABORATION AMONG ALL STAKEHOLDERS OF GLOBAL SOCIETY, THE FORUM INTEGRATES LEADERS FROM BUSINESS, GOVERNMENTS, ACADEMIA AND SOCIETY AT LARGE INTO A GLOBAL COMMUNITY COMMITTED TO IMPROVING THE STATE OF THE WORLD. THE FORUM THUS SERVES THE WORLD'S PREEMINENT LEADERS AS AN INDEPENDENT AND IMPARTIAL PARTNER AND AS A COMPREHENSIVE AND INTEGRATED PLATFORM FOR PUBLIC-PRIVATE COOPERATION. TO ACHIEVE ITS MISSION, THE FORUM ACTS AS A CATALYST FOR THOUGHT LEADERSHIP AND ACTION MAINLY IN THE FORM OF PUBLIC-PRIVATE COOPERATION. FOR THIS PURPOSE, THE FORUM IDENTIFIES ISSUES ON THE GLOBAL, REGIONAL AND INDUSTRY AGENDAS, SEEKS SOLUTIONS AND, WHEREVER POSSIBLE, CREATES PARTNERSHIPS FOR ACTION. THE FORUM ALWAYS ACTS IN THE SPIRIT OF ENTREPRENEURSHIP IN THE GLOBAL PUBLIC INTEREST, COMBINING THE FORCES OF CREATIVE THINKING, INNOVATIVE INITIATIVES AND INTELLECTUAL INTEGRITY WITH THE WILL TO ADVANCE PEACE AND PROSPERITY IN THE WORLD. IN ITS ACTIVITIES, THE FORUM FULLY RESPECTS THE ESSENTIAL ROLE PLAYED BY GOVERNMENTS AND INTERNATIONAL ORGANIZATIONS, IN PARTICULAR BY THE UNITED NATIONS, AS WELL AS BY THEIR VARIOUS AFFILIATED INSTITUTIONS. |
| FAMILY RELATIONSHIP - FORM 990, PART VI, SECTION A, LINE 2 | PROF. KLAUS SCHWAB (CHAIRMAN) AND OLIVIER SCHWAB (HEAD OF BUSINESS ENGAGEMENT, MEMBER OF THE EXECUTIVE COMMITTEE) HAVE A FAMILY RELATIONSHIP. |
| FORM 990 REVIEW PROCESS- FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON THE INFORMATION PROVIDED BY THE ORGANIZATION'S HEAD OF ACCOUNTING UNDER THE RESPONSIBILITY OF THE CHIEF FINANCIAL OFFICER. IT IS THEN REVIEWED AND APPROVED BY THE CHIEF FINANCIAL OFFICER, AND THEN CIRCULATED TO THE MANAGING BOARD FOR COMMENT BEFORE FILING. |
| CONFLICT OF INTEREST POLICY-FORM 990, PART VI,SECTION B,LINE 12A | AN ONLINE TRAINING HAS BEEN DEVELOPED AND ASSIGNED TO ALL EMPLOYEES. THE TRAINING IS ON THE CODE OF CONDUCT INTEGRATING THE CONFLICT OF INTEREST TOPIC. CONFLICT OF INTEREST POLICY EMPLOYEES HAVE AN OBLIGATION TO CONDUCT BUSINESS WITHIN GUIDELINES THAT PROHIBIT CONFLICTS OF INTERESTS. A CONFLICT OF INTEREST ARISES WHEN YOUR PERSONAL INTERESTS OR THOSE OF YOUR SPOUSE, CLOSE RELATIVES, PERSONAL RELATIONSHIPS, FRIENDS OR THIRD PARTIES INTERFERE, OR COULD BE PERCEIVED AS INTERFERING, WITH YOUR PROFESSIONAL JUDGMENT, OBJECTIVITY, INDEPENDENCE OR LOYALTY TO THE FORUM. THIS POLICY ESTABLISHES ONLY THE FRAMEWORK WITHIN WHICH THE FORUM WISHES BUSINESS TO OPERATE. FORUM STAFF ARE EXPECTED TO INFORM THE CHIEF HUMAN RESOURCES OFFICER AND/OR THE HEAD OF THE LEGAL DEPARTMENT AS SOON AS IT IS CLEAR THAT A POTENTIAL CONFLICT OF INTEREST WILL ARISE, SO THAT SAFEGUARDS CAN BE ESTABLISHED TO PROTECT ALL PARTIES. PERSONAL GAIN MAY RESULT NOT ONLY IN CASES WHERE AN EMPLOYEE OR RELATIVE HAS A SIGNIFICANT OWNERSHIP IN A FIRM WITH WHICH THE FORUM DOES BUSINESS, BUT ALSO WHEN AN EMPLOYEE OR RELATIVE RECEIVE SUBSTANTIAL GIFT OR SPECIAL CONSIDERATION AS A RESULT OF ANY TRANSACTION OR BUSINESS DEALINGS INVOLVING THE FORUM. WORKING OUTSIDE THE FORUM AND DIRECTORSHIP OUTSIDE THE FORUM ARE SUBJECT TO THE FORUM'S CONFLICT OF INTEREST POLICIES. FORUM STAFF MAY GAIN ACCESS TO CONFIDENTIAL, INSIDER OR NON-PUBLIC INFORMATION REGARDING THE FORUM, THE FORUM MEMBERS, THE FORUM'S CONTRACTORS OR OTHER THIRD PARTIES. SUCH INFORMATION MAY NOT BE DISCLOSED FOR ANY PURPOSE OTHER THAN THAT OF THE FORUM. ALL DISCLOSURES REQUIRED BY THIS POLICY ARE TO BE DECLARED IN WRITING TO THE CHIEF HUMAN RESOURCES OFFICER AND/OR THE HEAD OF THE LEGAL DEPARTMENT AS SOON AS IS REASONABLY POSSIBLE ONCE AN ACTIVITY OUTSIDE THE FORUM IS UNDERTAKEN. |
| CONFLICT OF INTEREST POLICY-FORM 990,PART VI,SECTION B,LINE 12B&C | THE FORUM HAS A CONFLICT OF INTEREST POLICY TO REQUIRE MANAGING BOARD MEMBERS AND OFFICERS EMPLOYED BY THE FORUM TO DISCLOSE ANY CONFLICTS OF INTEREST WHEN THEY ARISE. ANY POTENTIAL CONFLICTS OF INTEREST ARE REQUIRED TO BE RAISED TO THE CHIEF HUMAN RESOURCES OFFICER AND/OR THE HEAD OF THE LEGAL DEPARTMENT. THE FORUM IS CURRENTLY WORKING ON A PROJECT TO CENTRALIZE DECLARATIONS OF CONFLICT OF INTEREST AND A PROCESS TO RENEW THE DECLARATIONS ANNUALLY. |
| COMPENSATION REVIEW PROCESS-FORM 990, PART VI, SECTION B, LINE 15 | THE CHAIRMAN'S SALARY IS INITIALLY SET BASED ON A SURVEY OF COMPARABLE POSITIONS AND IN CONSULTATION WITH INDEPENDENT OUTSIDE EXPERTS INCLUDING AN EXECUTIVE SEARCH FIRM. IT IS THEN RATIFIED BY THE BOARD OF DIRECTORS AND HAS NOT BEEN CHANGED SINCE RATIFICATION. THE CHAIRMAN RECUSES HIMSELF DURING BOARD DISCUSSIONS RELATING TO HIS COMPENSATION. THE CHAIRMAN DOES NOT RECEIVE ANY PERFORMANCE RELATED BONUS OR SIMILAR FORM OF COMPENSATION. FOR THE OTHER OFFICERS, THE COMPENSATION PROCESS IS LED BY THE CHAIRMAN. INITIALLY SALARY LEVELS ARE SET BASED ON A SURVEY OF COMPARABLE POSITIONS AND IN CONSULTATION WITH INDEPENDENT OUTSIDE EXPERTS INCLUDING AN EXECUTIVE SEARCH FIRM. PERFORMANCE IS ASSESSED ON AN ANNUAL BASIS THROUGH AN ORGANIZATION-WIDE FORMAL REVIEW PROCESS WHICH IS USED TO DETERMINE ANY APPLICABLE PERFORMANCE RELATED BONUSES. |
| GOVERNING DOCUMENTS- FORM 990, PART VI, SECTION C, LINE 19 | NO DOCUMENTS RELATED TO GOVERNANCE DOCUMENTS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS HAVE BEEN MADE AVAILABLE TO THE PUBLIC DURING FISCAL YEAR 2017. |
| OTHER CHANGES IN NET ASSETS - PART XI, LINE 9 | RESERVES INCREASE (GVA OFFICE) $17,223,360 ADDITION RESERVES (CONSOLIDATION NY OFFICE) $65,358,536 FX DIFFERENCE BETWEEN BOY AND EOY BALANCE SHEET $4,261,320 IN-KIND IMPACT $7,117 ------------- TOTAL $86,850,333 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WORLD ECONOMIC FORUM USA LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 MADISON AVE 11TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203908371 | EIN |
| Primary Activities | MEMBERSHIPS | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Total Income | $34,105,570 | TotalIncomeAmt |
| End Of Year Assets | $112,399,237 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEF | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WORLD ECONOMIC FORUM USA INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 MADISON AVE 11TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203908371 | EIN |
| Primary Activities | MEMBERSHIPS | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(6) | ExemptCodeSectionTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| WORLD ECONOMIC FORUM USA INC | ||
| LMNO | $7,837,944 | FMV |
| WORLD ECONOMIC FORUM USA INC | ||
| O | $3,675,494 | FMV |
| WORLD ECONOMIC FORUM USA INC | ||
| S | $956,085 | FMV |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I - DISREGARDED ENTITIES AND PART II - TAX-EXEMPT ORGANIZATIONS | FormAndLineReferenceDesc |
| Explanation | AS OF JANUARY 1, 2017, WORLD ECONOMIC FORUM USA INC. CONVERTED FROM A SEPARATE RELATED 501(6) ORGANIZATION TO A DISREGARDED LLC WITH WORLD ECONOMIC FORUM AS ITS SINGLE MEMBER. WHEN THE WORLD ECONOMIC FORUM OBTAINED ITS OWN TAX EXEMPT STATUS AS A 501(C)(6) ORGANIZATION ON FEBRUARY 18, 2016, FROM AN ACCOUNTING AND TAX REPORTING PERSPECTIVE, THE CONSOLIDATION SIMPLY ALLOWED THE ASSETS, LIABILITIES, AND RESULTS OF OPERATIONS OF THE CORPORATION TO BE CONSOLIDATED WITH THOSE OF THE FORUM, WHICH IS MORE EFFICIENT. | ExplanationTxt |
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