2017-10-27T09:36:52-05:00 2016-12-31 420714325 RSM US LLP 9737 WASHINGTONIAN BLVD 400 GAITHERSBURG MD 208787340 990 2016-01-01 541650477 INTERNET SOCIETY INTE 7034392120 1775 WIEHLE AVENUE NO 201 RESTON VA 201905108 SANDRA SPECTOR CHIEF FINANCIAL OFFICER 7034392120 2017-10-24 1 WILLIAM E TURCO CPA P00369217 3012963600 108.171.130.186 2017-10-24 13:38:23 ED P B807BA4C69A73CA6C24C1450FD5847F62F078646 C19F5D3F195EC13517A150B69ABBCB37DF598FBC 2016 2017-02-10 21:41:12Z KATHRYN C BROWN 1775 WIEHLE AVENUE NO 201 RESTON VA 201905108 56049964 0 X WWW.ISOC.ORG X 1992 DC TO PROMOTE THE OPEN DEVELOPMENT, EVOLUTION, AND USE OF THE INTERNET FOR THE BENEFIT OF ALL PEOPLE THROUGHOUT THE WORLD. 12 12 47 3750 -548 -549 35049161 35974383 2958249 2587537 408335 901249 35753 20076 38451498 39483245 4052364 2716523 0 0 16705288 16773291 0 0 1230927 17059523 18340215 37817175 37830029 634323 1653216 33821183 34674275 6709635 5710726 27111548 28963549 X TO PROMOTE THE OPEN DEVELOPMENT, EVOLUTION, AND USE OF THE INTERNET FOR THE BENEFIT OF ALL PEOPLE THROUGHOUT THE WORLD. 0 0 9331855 2030256 GLOBAL ENGAGEMENT:REGIONAL DEVELOPMENT REPRESENTS COSTS TO ADDRESS AND ASSIST IN THE REMOVAL OF FUNDAMENTAL IMPEDIMENTS TO INTERNET GROWTH AND USABILITY, PARTICULARLY IN DEVELOPING COUNTRIES. REGIONAL DEVELOPMENT PROGRAM WORKS TO IMPROVE ACCESS TO TECHNICAL SKILLS AND KNOWLEDGE, THE REGULATORY AND POLICY ENVIRONMENT FOR INFORMATION AND TELECOMMUNICATIONS SERVICES, AND BROADER ECONOMIC AND MARKET FACTORS, LANGUAGE DIVERSITY AND THE DIFFUSION AND RELIABILITY OF BASIC INFRASTRUCTURES AND SERVICES. THE IMPACT OF THIS INITIATIVE IS VISIBLE THROUGH ONGOING DEPLOYMENT OF SCALABLE INTERNET SERVICES AND CRITICAL INFRASTRUCTURES IN THE DEVELOPING WORLD. THE PROGRAM ALSO FUNDS INTERNET SOCIETY'S REGIONAL BUREAUS, WHICH ARE A FOCAL POINT FOR REGIONAL ACTIVITIES INCLUDING POLICY, EDUCATION, AND CHAPTER ACTIVITIES. BUREAUS HELP TO FOCUS INTERNET SOCIETY'S STRATEGIC INITIATIVES WITH REGIONAL CONTEXTS, WHILE SIMULTANEOUSLY INFORMING THE INTERNET SOCIETY'S GLOBAL AWARENESS OF DIFFERING REGIONAL NEEDS AND PRIORITIES. THE BUREAUS ARE INTEGRAL HUBS IN THE INTERNET SOCIETY'S WORK BY HELPING BUILD CAPACITY WHERE IT IS NEEDED, MOBILIZING LOCAL SUPPORT FOR GLOBAL EFFORTS, AND DEVELOPING ADVANCES IN POLICY AND EDUCATION. BUREAUS ARE INSTRUMENTAL IN BUILDING AWARENESS OF THE INTERNET SOCIETY'S COMMITMENT TO REGIONAL COMMUNITIES, AND UNDERSTANDING AND ADDRESSING LOCAL ISSUES IMPORTANT TO INTERNET DEVELOPMENT.THIS PROGRAM ALSO ENGAGES IN OUTREACH TO CHAPTERS TO ENABLE THEM TO CONNECT WITH ONE ANOTHER TO SUPPORT AND PROMOTE THE INTERNET SOCIETY'S MISSION, AND TO PROVIDE INSIGHT ABOUT IMPORTANT LOCAL/REGIONAL ISSUES AFFECTING THE INTERNET. THE INTERNET SOCIETY ALSO PROVIDES UNIQUE OPPORTUNITIES FOR INDIVIDUAL MEMBERS WITHOUT A CHAPTER AFFILIATION TO WORK COLLABORATIVELY WITH THE INTERNET SOCIETY GLOBALLY TO FURTHER THE INTERNET SOCIETY'S MISSION AND STRATEGIC GOALS.INTERNET SOCIETY'S REGIONAL DEVELOPMENT PROGRAM ALSO PREPARES A NEW GENERATION TO SUCCEED AS INTERNET TECHNOLOGY, POLICY, AND BUSINESS LEADERS. THE NEXT GENERATION LEADERS AND PROFESSIONAL DEVELOPMENT PROGRAMS PREPARE THE WORLD'S NEXT GENERATION OF LEADERS TO ADDRESS CHALLENGES IN INTERNET TECHNOLOGY, BUSINESS, POLICY, AND EDUCATION. THE INTERNET LEADERSHIP PROGRAM ALSO SUPPORTS ISOC'S E-LEARNING COURSES THAT COVER ESSENTIAL TOPICS FOR EFFECTIVE INTERACTIONS AND RELATIONSHIPS WITHIN THE INTERNET ECOSYSTEM AND KEY CONCEPTS AND EMERGING ISSUES IN INTERNET GOVERNANCE. INTERNET LEADERSHIP ALSO RUNS FELLOWSHIP PROGRAMS THAT SEND INDIVIDUALS FROM AROUND THE WORLD TO THE INTERNET ENGINEERING TASK FORCE (IETF) AND INTERNET GOVERNANCE FORUM (IGF) MEETINGS. THE FELLOWSHIP PROGRAMS HELP TO INCREASE DIVERSITY OF INPUTS TO, AND GLOBAL AWARENESS OF THESE ORGANIZATIONS' VITAL WORK. 6164983 25000 2373067 THE INTERNET ENGINEERING TASK FORCE: THE INTERNET ENGINEERING TASK FORCE (IETF) IS A VOLUNTEER GROUP DEDICATED TO THE PROTOCOL, ENGINEERING AND DEVELOPMENT EFFORTS FOR THE GLOBAL INTERNET. THE IETF IS AN INTERNATIONAL VOLUNTEER COMMUNITY OF NETWORK DESIGNERS, OPERATORS, AND RESEARCHERS, RESPONSIBLE FOR DEFINING THE OPEN STANDARDS THAT SUPPORT THE INTERNET. IT HAS NO MEMBERS OR DUES, ALTHOUGH REGISTRATION FEES ARE CHARGED FOR MEETING ATTENDANCE. THREE MEETINGS ARE HELD PER YEAR AND ALL INFORMATION AND STANDARDS PRODUCED DURING THESE MEETINGS ARE MADE FREELY AVAILABLE TO THE PUBLIC FOR THE OPEN DEVELOPMENT OF THE INTERNET. 3637108 303190 GLOBAL POLICY:THE INTERNET SOCIETY BRIEFS MEMBERS AND THE GENERAL PUBLIC ON GLOBAL POLICY ISSUES INCLUDING HUMAN RIGHTS, CYBERSECURITY, TRUST, IDENTITY, CENSORSHIP/FREEDOM OF EXPRESSION, INTERNET GOVERNANCE, INTELLECTUAL PROPERTY, AND ACCESS TO INFORMATION. THE INTERNET SOCIETY ALSO PARTICIPATES IN REGIONAL, LOCAL, NATIONAL AND INTERNATIONAL FORUMS THAT PROMOTE AWARENESS OF AN OPEN INTERNET. INTERNET SOCIETY PARTICIPATES WITH ORGANIZATIONS SUCH AS ECOSOC, CITEL, WIPO, OECD, ITU, UNESCO, APEC AND OTHERS IN ADVANCING THE DISCUSSION OF INTERNET GOVERNANCE AND RELATED POLICY ISSUES. UNDER THIS PROGRAM, THE INTERNET SOCIETY CONTINUES TO REPRESENT THE PRINCIPLES AND INTEREST OF THE GLOBAL INTERNET. 3186275 262217 214470 INTERNET TECHNOLOGY:THE INTERNET SOCIETY'S INTERNET TECHNOLOGY GROUP RECOGNIZES THAT IN ORDER TO BE TRUSTED, THE INTERNET MUST PROVIDE CHANNELS FOR SECURE, RELIABLE, PRIVATE COMMUNICATIONS BETWEEN ENTITIES, WHICH CAN BE CLEARLY AUTHENTICATED IN A MUTUALLY UNDERSTOOD MANNER. ONE GOAL OF THE GROUP IS TO EDUCATE END-USERS ON THE CRITICAL IMPORTANCE OF USER MANAGED IDENTITY SECURITY MEASURES. THE INTERNET SOCIETY IS SEEKING TO ELEVATE "IDENTITY" TO A CORE ISSUE IN NETWORK RESEARCH AND STANDARDS DEVELOPMENT AND ENSURE THAT USER EDUCATION REGARDING IDENTITY MANAGEMENT IS SEEN AS VITAL TO CREATING A TRUSTED INTERNET. ANOTHER GOAL OF THE INTERNET TECHNOLOGY GROUP IS TO ADDRESS THE ISSUE OF THE INTERNET BEING BUILT ON OPEN STANDARDS, WHICH ALLOWS ALL DEVICES, SERVICES AND APPLICATIONS TO BE INTEROPERABLE ACROSS A DISTRIBUTED NETWORK OF NETWORKS. INTERNET STANDARDS ARE DEVELOPED BY VOLUNTEER GROUPS WHICH OPERATE UNDER THE ADMINISTRATIVE UMBRELLA OF THE INTERNET SOCIETY. THE INTERNET SOCIETY IS THE ORGANIZATIONAL HOME OF THE INTERNET ENGINEERING TASK FORCE (IETF), THE INTERNET ENGINEERING STEERING GROUP (IESG), THE INTERNET ARCHITECTURE BOARD (IAB) AND THE INTERNET RESEARCH TASK FORCE (IRTF). THOUSANDS OF VOLUNTEERS FROM AROUND THE WORLD PARTICIPATE. THE STANDARDS THEY DEVELOP ARE FREE AND ACCESSIBLE TO EVERYONE. THE INTERNET SOCIETY AND THE IETF COLLABORATE WITH OTHER TECHNICAL STANDARDS SETTING BODIES TO FURTHER THE GLOBAL DEVELOPMENT OF THE INTERNET. THE INTERNET TECHNOLOGY GROUP WORKS WITH FIRST ADOPTERS TO COLLECT AND CREATE TECHNICAL RESOURCES ON NEW AND EMERGING TECHNOLOGIES, INCLUDING IPV6 AND DNSSEC. THESE RESOURCES ARE PROVIDED TO NETWORK ENGINEERS RESPONSIBLE FOR IMPLEMENTING NEW TECHNOLOGIES IN THE OPERATION CENTERS OF FAST FOLLOWING NETWORKS. THEY MAINTAIN A WEB PORTAL WITH A KNOWLEDGE BASE OF TECHNICAL AND EDUCATIONAL ARTICLES AND GUIDELINES AND BEST CURRENT OPERATIONAL PRACTICES, CONDUCTS CONFERENCES TO BRING TOGETHER NETWORK ENGINEERS AND LEADING INDUSTRY EXPERTS AND MAINTAINS SOCIAL MEDIA AND PUBLIC RELATIONS CAMPAIGNS TO REMOTE KEY INTERNET TECHNOLOGIES. 3271459 21000 STRATEGIC COMMUNICATIONS:REPRESENTS COST RELATING TO COMMUNICATING ALL ASPECTS OF THE INTERNET SOCIETY'S PROGRAMS BY ENGAGING WITH PARTICIPANTS OF THE GLOBAL INTERNET COMMUNITY ON A VARIETY OF LEVELS INCLUDING GOVERNMENT, BUSINESS, EDUCATION AND CIVIL SOCIETY SECTORS, AND SUPPORTS THE INTERNET SOCIETY'S POLICY AND GLOBAL ENGAGEMENT PROGRAMS. STRATEGIC COMMUNICATIONS ALSO MAINTAINS THE INTERNET SOCIETY'S WEBSITE WHICH IS AN ACTIVE REPOSITORY OF INFORMATION ON CURRENT ACTIVITIES, EDUCATIONAL MATERIALS, EVENTS LISTINGS, NEWS AND INTERNET COMMUNITY RESOURCES. COMMUNICATIONS ALSO PROVIDE LOGISTICAL SUPPORT FOR VARIOUS INTERNET SOCIETY SEMINARS AND CONFERENCES INCLUDING REGIONAL INET CONFERENCES, IETF EVENTS AND INTERNET SOCIETY CHAPTER MEETINGS. 2206757 74860 STAKEHOLDER RELATIONS:STAKEHOLDER RELATIONS WORKS TO BUILD STRONGER COMMUNICATIONS TO ASSIST MEMBERS OUTREACH TO NEW STAKEHOLDERS AROUND THE WORD. STAKEHOLDER RELATIONS WORKS TO IDENTIFY NEW FORUMS FOR INTERNET SOCIETY EXPERTS TO REACH NEW AUDIENCES WITH OUR MESSAGE. THE PROGRAM ALSO STRIVES TO DEVELOP A MORE STRATEGIC APPROACH TO SPEAKING OPPORTUNITIES AND INTERNET SOCIETY PARTICIPATION IN EVENTS AND MEETINGS. LEVERAGING OUR PRESENCE AT MEETINGS AND CONFERENCES TO FURTHER INTERNET SOCIETY OBJECTIVES AND MISSION. INTERNALLY, STAKEHOLDER RELATIONS WORKS CLOSELY WITH THE REGIONAL BUREAU DIRECTORS TO MAXIMIZE OPPORTUNITIES TO REACH POTENTIAL NEW MEMBERS AND STAKEHOLDERS THROUGHOUT THE GLOBE. THE PROGRAM ALSO COMBINES EFFORT WITH PARTNERSHIP DEVELOPMENT TO REACH OUT TO POTENTIAL NEW ORGANIZATIONAL MEMBERS. 8664491 358077 214470 27798437 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 1 1 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 70 0 1 47 1 1 1 1 SZ SN 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA DC FL HI IL MA MD NC NY OH OR PA VA WA X X SANDRA SPECTOR CFO 7034392120 1775 WIEHLE AVENUE NO 201 RESTON VA 201905108 GONZALO CAMARILLO TRUSTEE/CHAIR FROM 06/2016 15.00 X X 0 0 0 BOB HINDEN TRUSTEE/CHAIR THRU 06/2016 15.00 X X 0 0 0 SEAN TURNER TRUSTEE/TREASURER 7.50 X X 0 0 0 JOHN LEVINE TRUSTEE/SECRETARY FROM 06/2016 15.00 X X 0 0 0 WALID AL-SAQAF TRUSTEE 5.00 X 0 0 0 ALICE MUNYUA TRUSTEE 5.00 X 0 0 0 NARELLE CLARK TRUSTEE THRU 03/2016 5.00 X 0 0 0 JASON LIVINGOOD TRUSTEE THRU 03/2016 5.00 X 0 0 0 DESIREE MILOSHEVIC TRUSTEE 5.00 X 0 0 0 GIHAN DIAS TRUSTEE 5.00 X 0 0 0 HIROSHI ESAKI TRUSTEE 5.00 X 0 0 0 HANS PETER DITTLER TRUSTEE 5.00 X 0 0 0 RICHARD BARNES TRUSTEE FROM 06/2016 5.00 X 0 0 0 OLGA CAVALLI TRUSTEE FROM 06/2016 5.00 X 0 0 0 HARISH PILLAY TRUSTEE 06/2016 5.00 X 0 0 0 SCOTT BRADNER SECRETARY THRU 03/2016 15.00 X 0 0 0 KATHRYN BROWN TRUSTEE/CEO 40.00 X 597650 0 63798 SANDRA SPECTOR CHIEF FINANCIAL OFFICER FROM 09/2016 40.00 X 159587 0 53305 GREGORY KAPFER CHIEF FINANCIAL OFFICER THRU 09/2016 40.00 X 299337 0 66615 RAUL ECHEBERRIA VP, GLOBAL ENGAGEMENT 40.00 X 432023 0 0 C LYNN MCNAIR SR. DIR, PARTNERSHIP DEVELOPMENT 40.00 X 239277 0 56951 TORAL COWIESON SR. DIR, INTERNET LEADERSHIP 40.00 X 221251 0 71465 JOHN EDWARD MOONEY SR. DIR, COMMUNITY SERVICES 40.00 X 218076 0 55770 AYESHA HASSAN VP, STAKEHOLDER RELATIONS AND PARTNERSHIPS 40.00 X 235219 0 41357 CONSTANCE BOMMALAER SR. DIR., GLOBAL INTERNET POLICY 40.00 X 229396 0 41026 2631816 0 450287 51 0 1 0 ASSOCIATION MANAGEMENT SOLUTIONS LLC RUE LOUIS ERNOTTE 48 C BRUSSELS BE B -01170 SECRETARY SERVICE 2915245 MOVING BRANDS INC 115 E 23RD STREET 4TH FL NEW YORK NY 10010 WEB DESIGN 628068 VERILAN EVENT SERVICES INC 7327 SW BARNES ROAD 215 PORTLAND OR 97225 MEETING CONNECTIVITIY 479252 FD SPRDL PO BOX 775 22 SEABREEZE AVE STONINGTON ME 046810775 POLICY SERVICES 359825 ZIP SYNDICATE INC 1315 WALNUT STREET SUITE 201 PHILADELPHIA PA 19107 WEB DESIGN 290000 22 1734131 29729325 185456 4325471 35974383 IETF CONFERENCE REVENU 541900 2373067 2373067 NDSS CONFERENCE REVENU 541900 209670 209670 ITO PROGRAM REVENUE 541900 4800 4800 2587537 757261 757261 257 257 460171 460171 0 0 -548 548 16250536 16106548 143988 143988 143988 REBATES 900099 17151 17151 OTHER REVENUE 900099 2668 2668 19819 39483245 2587537 -548 921873 X 316165 316165 2400358 2400358 1672315 432023 1240292 12163720 9130586 2279500 753634 1487833 1043243 346883 97707 629849 369522 204348 55979 819574 572396 200115 47063 369545 196100 173445 56650 56650 6884220 6082821 701694 99705 4712 4712 1198911 918323 270937 9651 2041137 1269473 771664 584023 73485 510538 3704625 2773227 786778 144620 2221847 1975129 233100 13618 852724 852724 141494 77310 64184 DUES & SUBSCRIPTIONS 213993 117833 92948 3212 EMPLOYEE TRAINING 54584 38216 13214 3154 RECRUITMENT EXPENSES 11750 7515 1651 2584 37830029 27798437 8800665 1230927 X 2113560 3765151 7694751 756939 774340 1531728 721235 1001618 852146 1003424 7067774 5621168 1896970 1446606 19634556 25038704 133625 130105 33821183 34674275 4093699 3878825 1686538 1190516 929398 641385 6709635 5710726 X 25776971 26182884 1238054 674694 96523 2105971 27111548 28963549 33821183 34674275 X 1653216 153863 44922 X 0 1 X 1 0 X 31290041 42837987 43233363 35049161 35974383 188384935 31290041 42837987 43233363 35049161 35974383 188384935 153115918 35269017 488876 610181 841118 1268200 1217689 4426064 852 29048 40919 35569 19819 126207 192937206 13686791 0.18280 0.17130 X THE INTERNET SOCIETY IS A NON PROFIT CHARITABLE AND EDUCATIONAL ORGANIZATION FOUNDED IN 1992 TO PROVIDE LEADERSHIP IN INTERNET RELATED STANDARDS, EDUCATION, AND POLICY. INCORPORATED IN WASHINGTON D.C., USA, HEADQUARTERED IN VIRGINIA, USA WITH FIVE REGIONAL OFFICES GLOBALLY, IT IS DEDICATED TO ENSURING THE OPEN DEVELOPMENT, EVOLUTION AND USE OF THE INTERNET FOR THE BENEFIT OF PEOPLE THROUGHOUT THE WORLD.INTERNET SOCIETY QUALIFIES AS PUBLICLY SUPPORTED BECAUSE IT MEETS THE "10% PLUS FACTS AND CIRCUMSTANCES" UNDER THE TREAS. REG 1.170A-9(E)(3) IN THE FOLLOWING RESPECTS: 1. 10% OF SUPPORT LIMITATION. INTERNET SOCIETY'S PUBLIC SUPPORT FRACTION IS 13.90% WELL ABOVE THE 10% THRESHOLD. 2. ATTRACTION OF PUBLIC SUPPORT. INTERNET SOCIETY IS ORGANIZED AND OPERATED TO ATTRACT NEW AND ADDITIONAL SUPPORT ON A CONTINUOUS BASIS. ISOC INVOLVES BOTH INDIVIDUAL AND CORPORATE MEMBERS IN ITS ACTIVITIES. THE INTERNET SOCIETY HAS A CORPORATE MEMBERSHIP DUES STRUCTURE, AND IS CONTINUOUSLY SEEKING TO EXPAND ITS BASE OF CORPORATE MEMBERS. THE INTERNET SOCIETY ALSO HAS BOTH INDIVIDUAL AND CORPORATE MEMBERS AROUND THE WORLD. IT DOES NOT CHARGE MEMBERSHIP DUES TO INDIVIDUALS SINCE MANY OF THEM ARE LOCATED IN DEVELOPING COUNTRIES, BUT THE INTERNET SOCIETY DOES SEEK AND RECEIVE CONTRIBUTIONS FROM INDIVIDUALS. THE INTERNET SOCIETY SEEKS AND RECEIVES GRANTS AND CONTRIBUTIONS FOR THE SUPPORT OF SPECIFIC PROGRAMS AND ACTIVITIES, INCLUDING ITS CONFERENCES AND MEETINGS. THE INTERNET SOCIETY ALSO SEEKS GRANTS FROM NONPROFIT AND FOUNDATION GRANT MAKERS TO SEEK A BROADER PUBLIC SUPPORT BASE AND AN EXPANSION OF OUR MISSION AND CORE PROGRAMS.3. SOURCES OF SUPPORT. THE INTERNET SOCIETY AND ITS MEMBERS ARE SUPPORTED BY A DIVERSE AND REPRESENTATIVE GROUP OF MEMBERS AND DONORS, INCLUDING MORE THAN 150 ORGANIZATIONS, INCLUDING NONPROFITS, GOVERNMENTS, ACADEMIC ORGANIZATIONS, AND INDIVIDUAL MEMBERS. ITS PROGRAMS AND ACTIVITIES HAVE BROAD PUBLIC APPEAL TO MEMBERS OF THE PUBLIC, AROUND THE GLOBE, THAT SHARE AN INTEREST IN THE PROMOTION OF AN OPEN, STABLE AND GLOBALLY ACCESSIBLE INTERNET INFRASTRUCTURE WORLDWIDE. 4. REPRESENTATIVE GOVERNING BODY. INTERNET SOCIETY IS GOVERNED BY A THIRTEEN MEMBER BOARD OF TRUSTEES. IN ADDITION TO ITS PRESIDENT, WHO IS AN EX OFFICIO NONVOTING MEMBER, THERE ARE TWELVE TRUSTEES FROM ELEVEN DIFFERENT COUNTRIES INCLUDING UNITED STATES, AUSTRALIA, SERBIA, NEW ZEALAND, BELGIUM, JAPAN, GERMANY, SRI LANKA, KENYA, YEMEN AND SPAIN. THESE INDIVIDUALS ALL HAVE SIGNIFICANT BACKGROUNDS IN ISSUES INVOLVING THE INTERNET COMMUNITY.5. AVAILABILITY OF PUBLIC FACILITIES OR SERVICES; PUBLIC PARTICIPATION IN PROGRAMS OR POLICIES. INTERNET SOCIETY CONDUCTS A VARIETY OF PROGRAMS AND ACTIVITIES THAT ARE DESIGNED TO ENSURE AN OPEN AND ACCESSIBLE INTERNET. THESE PROGRAMS ARE WIDELY ACCESSIBLE TO THE INTERESTED SEGMENTS OF THE PUBLIC AND INCLUDE PUBLICLY AVAILABLE BRIEFINGS AND FORUMS IN SUCH AREAS AS INCREASING ACCESS TO THE INTERNET IN DEVELOPING COUNTRIES, MENTORING NEW INTERNET LEADERS WORLDWIDE, PROMOTION OF AN OPEN, SECURE AND STABLE INTERNET INFRASTRUCTURE, REMOVAL OF IMPEDIMENTS TO INTERNET GROWTH, AND END-TO-END ACCESS FOR INTERNET USERS. THE PRODUCTS OF INTERNET SOCIETY'S EFFORTS ARE FREELY MADE AVAILABLE THROUGH CONFERENCES, SEMINARS, PUBLICATIONS AND THROUGH INTERNET SOCIETY'S WEBSITE: WWW.INTERNETSOCIETY.ORG. THE INTERNET SOCIETY ACTS NOT ONLY AS A GLOBAL CLEARINGHOUSE FOR INTERNET INFORMATION AND EDUCATION, BUT ALSO AS A FACILITATOR AND COORDINATOR OF INTERNET - RELATED INITIATIVES AROUND THE WORLD. FOR MORE THAN 20 YEARS, INTERNET SOCIETY HAS RUN INTERNATIONAL NETWORK TRAINING AND DEVELOPMENT PROGRAMS FOR DEVELOPING COUNTRIES AND THESE HAVE PLAYED A VITAL ROLE IN SETTING UP THE INTERNET CONNECTIONS AND NETWORKS IN VIRTUALLY EVERY COUNTRY CONNECTING TO THE INTERNET DURING THIS TIME. THROUGH ITS WORKSHOPS, EVENTS, DEVELOPING-COUNTRY TRAINING WORKSHOPS, TUTORIALS, PUBLIC POLICY BRIEFINGS, AND REGIONAL BUREAUS AND LOCAL CHAPTERS, THE INTERNET SOCIETY SERVES THE EDUCATIONAL AND PUBLIC POLICY NEEDS OF THE GROWING GLOBAL INTERNET COMMUNITY. THE INTERNET SOCIETY'S GOAL IS TO ENHANCE THE AVAILABILITY AND UTILITY OF THE INTERNET ON THE WIDEST POSSIBLE SCALE. SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2012 AMOUNT: $ 852. 2013 AMOUNT: $ 29,048. 2014 AMOUNT: $ 40,919. 2015 AMOUNT: $ 35,569. 2016 AMOUNT: $ 19,819. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 96523 3009448 35379 3141350 86223 10300 96523 74733 11490 86223 25608 49125 74733 25608 25608 0.32180 0.67040 0.00780 0 0 2618914 2042758 576156 394541 213455 181086 4054319 3364955 689364 1446606 DEFERRED RENT 146464 DEFERRED CONSTRUCTION ALLOWANCE 490886 SECURITY DEPOSIT 4035 641385 X 97857628 153863 869073 57351447 58374383 39483245 0 39483245 92883099 869073 54183997 55053070 37830029 0 37830029 PART V, LINE 4: THE CURRENT PERMANENTLY AND QUASI-RESTRICTED NET ASSET BALANCES SUPPORT THE FUTURE OF IETF THROUGH THE OPEN INTERNET ENDOWMENT. PART X, LINE 2: ISOC AND PIR ARE GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, ISOC AND PIR QUALIFY FOR CHARITABLE CONTRIBUTION DEDUCTIONS AND HAVE BEEN CLASSIFIED AS ORGANIZATIONS THAT ARE NOT PRIVATE FOUNDATIONS. INCOME WHICH IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS (UNRELATED BUSINESS INCOME, IS SUBJECT TO FEDERAL AND STATE CORPORATE INCOME TAXES. ISOC HAD NO NET UNRELATED BUSINESS INCOME FOR THE YEARS ENDED DECEMBER 31, 2016 AND 2015. PIR HAD NET UNREALIZED BUSINESS INCOME IN THE AMOUNT OF $166,942 AND $58,760 ON INTEREST INCOME PAID BY ENSET TO PIR DURING THE YEARS ENDED DECEMBER 31, 2016 AND 2015, RESPECTIVELY. WHILE 501(C)(4)S SUCH AS ENSET ARE ELIGIBLE FOR TAX EXEMPT STATUS, ENSET HAS NOT FILED FOR SUCH STATUS. INTERNET SOCIETY ASIA LIMITED IS SUBJECT TO LOCAL COUNTRY TAXES PER SINGAPORE TAX REGULATIONS. THE SUBSIDIARY HAD NO TAXABLE SURPLUS, AND AS SUCH, HAD NO TAX LIABILITY AT DECEMBER 31, 2016 AND 2015. MANAGEMENT EVALUATED ISOC AND PIR'S TAX POSITIONS AND CONCLUDED THAT THEY HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. GENERALLY, DUE TO THE THREE YEAR STATUTE OF LIMITATIONS, ISOC AND PIR ARE NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2013. PART XI, LINE 2D - OTHER ADJUSTMENTS: AFFILIATE REVENUE INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENT 57,306,525. FOREIGN CURRENCY GAIN 44,922. PART XII, LINE 2D - OTHER ADJUSTMENTS: AFFILIATE EXPENSES INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENT 54,183,997. 0 SOUTH ASIA 0 1 PROGRAM GLOBAL ENGAGEMENT 299246 EAST ASIA AND THE PACIFIC 0 3 PROGRAM GLOBAL ENGAGEMENT 981669 MIDDLE EAST AND NORTH AFRICA 0 1 PROGRAM GLOBAL ENGAGEMENT 432180 EUROPE (INCLUDING ICELAND & GREENLAND) 0 6 PROGRAM GLOBAL ENGAGEMENT 1450318 NORTH AMERICA 0 1 PROGRAM GLOBAL ENGAGEMENT 111210 CENTRAL AMERICA AND THE CARIBBEAN 0 3 PROGRAM GLOBAL ENGAGEMENT 389065 SOUTH AMERICA 0 5 PROGRAM GLOBAL ENGAGEMENT 1107618 SUB-SAHARAN AFRICA 0 5 PROGRAM GLOBAL ENGAGEMENT 1845921 RUSSIA AND NEIGHBORING STATES 0 0 PROGRAM GLOBAL ENGAGEMENT 222123 SOUTH ASIA 0 0 PROGRAM STAKEHOLDER RELATIONS 87373 EAST ASIA AND THE PACIFIC 0 0 PROGRAM STAKEHOLDER RELATIONS 286624 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM STAKEHOLDER RELATIONS 126187 EUROPE (INCLUDING ICELAND & GREENLAND) 0 3 PROGRAM STAKEHOLDER RELATIONS 423459 NORTH AMERICA 0 0 PROGRAM STAKEHOLDER RELATIONS 32471 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM STAKEHOLDER RELATIONS 113598 SOUTH AMERICA 0 0 PROGRAM STAKEHOLDER RELATIONS 323399 SUB-SAHARAN AFRICA 0 0 PROGRAM STAKEHOLDER RELATIONS 538966 RUSSIA AND NEIGHBORING STATES 0 0 PROGRAM STAKEHOLDER RELATIONS 64855 SOUTH ASIA 0 0 PROGRAM STRATEGIC COMMUNICATIONS 133216 EAST ASIA AND THE PACIFIC 0 0 PROGRAM STRATEGIC COMMUNICATIONS 437010 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM STRATEGIC COMMUNICATIONS 192394 EUROPE (INCLUDING ICELAND & GREENLAND) 0 5 PROGRAM STRATEGIC COMMUNICATIONS 645639 NORTH AMERICA 0 1 PROGRAM STRATEGIC COMMUNICATIONS 49508 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM STRATEGIC COMMUNICATIONS 173200 SOUTH AMERICA 0 0 PROGRAM STRATEGIC COMMUNICATIONS 493079 SUB-SAHARAN AFRICA 0 0 PROGRAM STRATEGIC COMMUNICATIONS 821750 RUSSIA AND NEIGHBORING STATES 0 0 PROGRAM STRATEGIC COMMUNICATIONS 98883 SOUTH ASIA 0 0 PROGRAM GLOBAL POLICY 136636 EAST ASIA AND THE PACIFIC 0 0 PROGRAM GLOBAL POLICY 448231 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM GLOBAL POLICY 197334 EUROPE (INCLUDING ICELAND & GREENLAND) 0 6 PROGRAM GLOBAL POLICY 662217 NORTH AMERICA 0 0 PROGRAM GLOBAL POLICY 50779 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM GLOBAL POLICY 177647 SOUTH AMERICA 0 0 PROGRAM GLOBAL POLICY 505740 SUB-SAHARAN AFRICA 0 0 PROGRAM GLOBAL POLICY 842850 RUSSIA AND NEIGHBORING STATES 0 0 PROGRAM GLOBAL POLICY 101421 SOUTH ASIA 0 0 PROGRAM IETF 450001 EAST ASIA AND THE PACIFIC 0 0 PROGRAM IETF 1117480 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM IETF 58815 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM IETF 1638605 NORTH AMERICA 0 0 PROGRAM IETF 172341 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM IETF 23252 SOUTH AMERICA 0 0 PROGRAM IETF 506080 SUB-SAHARAN AFRICA 0 0 PROGRAM IETF 53344 RUSSIA AND NEIGHBORING STATES 0 0 PROGRAM IETF 54711 SOUTH ASIA 0 0 PROGRAM INTERNET TECHNOLOGY 214305 EAST ASIA AND THE PACIFIC 0 1 PROGRAM INTERNET TECHNOLOGY 532180 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM INTERNET TECHNOLOGY 28009 EUROPE (INCLUDING ICELAND & GREENLAND) 0 7 PROGRAM INTERNET TECHNOLOGY 780357 NORTH AMERICA 0 0 PROGRAM INTERNET TECHNOLOGY 82074 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM INTERNET TECHNOLOGY 11074 SOUTH AMERICA 0 0 PROGRAM INTERNET TECHNOLOGY 241012 SUB-SAHARAN AFRICA 0 0 PROGRAM INTERNET TECHNOLOGY 25404 RUSSIA AND NEIGHBORING STATES 0 0 PROGRAM INTERNET TECHNOLOGY 26055 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 75190 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 75000 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 3000 SUB-SAHARAN AFRICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 5000 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 73545 SOUTH ASIA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 134702 EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 194999 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 382896 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 48846 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 224406 RUSSIA AND NEIGHBORING STATES 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 61948 SOUTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 381750 SUB-SAHARAN AFRICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 381618 EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 20000 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 54861 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 21000 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 256598 SOUTH ASIA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 5000 0 25 0 23 0 48 6617227 16802047 23419274 CENTRAL AMERICA AND THE CARIBBEAN SPONSORSHIP 5582 EFT OR WIRE CENTRAL AMERICA AND THE CARIBBEAN SPONSORSHIP 6000 EFT OR WIRE EAST ASIA AND THE PACIFIC SPONSORSHIP 5140 EFT OR WIRE EAST ASIA AND THE PACIFIC SPONSORSHIP 11000 EFT OR WIRE EAST ASIA AND THE PACIFIC SPONSORSHIP 7000 EFT OR WIRE EAST ASIA AND THE PACIFIC SPONSORSHIP 38000 EFT OR WIRE EAST ASIA AND THE PACIFIC SPONSORSHIP 18000 EFT OR WIRE EAST ASIA AND THE PACIFIC SPONSORSHIP 9000 EFT OR WIRE EUROPE (INCLUDING ICELAND & GREENLAND) SPONSORSHIP 5424 EFT OR WIRE EUROPE (INCLUDING ICELAND & GREENLAND) SPONSORSHIP 22642 EFT OR WIRE EUROPE (INCLUDING ICELAND & GREENLAND) SPONSORSHIP 22298 EFT OR WIRE EUROPE (INCLUDING ICELAND & GREENLAND) SPONSORSHIP 8000 EFT OR WIRE EUROPE (INCLUDING ICELAND & GREENLAND) SPONSORSHIP 12861 EFT OR WIRE EUROPE (INCLUDING ICELAND & GREENLAND) SPONSORSHIP, BEYOND THE NET 17000 EFT OR WIRE EUROPE (INCLUDING ICELAND & GREENLAND) SPONSORSHIP, BEYOND THE NET 16838 EFT OR WIRE EUROPE (INCLUDING ICELAND & GREENLAND) SPONSORSHIP 50000 EFT OR WIRE EUROPE (INCLUDING ICELAND & GREENLAND) SPONSORSHIP 45320 EFT OR WIRE EUROPE (INCLUDING ICELAND & GREENLAND) SPONSORSHIP, BEYOND THE NET 5900 EFT OR WIRE EUROPE (INCLUDING ICELAND & GREENLAND) SPONSORSHIP 10000 EFT OR WIRE EUROPE (INCLUDING ICELAND & GREENLAND) SPONSORSHIP 225800 EFT OR WIRE EUROPE (INCLUDING ICELAND & GREENLAND) SPONSORSHIP 10248 EFT OR WIRE EUROPE (INCLUDING ICELAND & GREENLAND) SPONSORSHIP 44685 EFT OR WIRE EUROPE (INCLUDING ICELAND & GREENLAND) SPONSORSHIP 65000 EFT OR WIRE EUROPE (INCLUDING ICELAND & GREENLAND) SPONSORSHIP 73190 EFT OR WIRE EUROPE (INCLUDING ICELAND & GREENLAND) SPONSORSHIP 5695 EFT OR WIRE EUROPE (INCLUDING ICELAND & GREENLAND) SPONSORSHIP 5504 EFT OR WIRE EUROPE (INCLUDING ICELAND & GREENLAND) BEYOND THE NET 10000 EFT OR WIRE MIDDLE EAST AND NORTH AFRICA SPONSORSHIP 75000 EFT OR WIRE MIDDLE EAST AND NORTH AFRICA SPONSORSHIP, BEYOND THE NET 9000 EFT OR WIRE MIDDLE EAST AND NORTH AFRICA BEYOND THE NET 23330 EFT OR WIRE MIDDLE EAST AND NORTH AFRICA BEYOND THE NET 15500 EFT OR WIRE NORTH AMERICA SPONSORSHIP 10000 EFT OR WIRE RUSSIA AND NEIGHBORING STATES SPONSORSHIP, BEYOND THE NET 16500 EFT OR WIRE RUSSIA AND NEIGHBORING STATES SPONSORSHIP, BEYOND THE NET 15000 EFT OR WIRE RUSSIA AND NEIGHBORING STATES SPONSORSHIP 19992 EFT OR WIRE SOUTH AMERICA SPONSORSHIP 17102 EFT OR WIRE SOUTH AMERICA SPONSORSHIP 49500 EFT OR WIRE SOUTH AMERICA SPONSORSHIP 17000 EFT OR WIRE SOUTH AMERICA SPONSORSHIP 39600 EFT OR WIRE SOUTH AMERICA SPONSORSHIP 10000 EFT OR WIRE SOUTH AMERICA SPONSORSHIP 30000 EFT OR WIRE SOUTH AMERICA SPONSORSHIP 18000 EFT OR WIRE SOUTH ASIA BEYOND THE NET 8730 EFT OR WIRE SOUTH ASIA SPONSORSHIP, BEYOND THE NET 18500 EFT OR WIRE SOUTH ASIA SPONSORSHIP, BEYOND THE NET 19115 EFT OR WIRE SOUTH ASIA SPONSORSHIP 40000 EFT OR WIRE SOUTH ASIA SPONSORSHIP 9537 EFT OR WIRE SOUTH ASIA SPONSORSHIP 6250 EFT OR WIRE SUB-SAHARAN AFRICA SPONSORSHIP 26000 EFT OR WIRE SUB-SAHARAN AFRICA SPONSORSHIP 23150 EFT OR WIRE SUB-SAHARAN AFRICA SPONSORSHIP, BEYOND THE NET 9500 EFT OR WIRE SUB-SAHARAN AFRICA BEYOND THE NET 10500 EFT OR WIRE SUB-SAHARAN AFRICA SPONSORSHIP, BEYOND THE NET 6337 EFT OR WIRE SUB-SAHARAN AFRICA BEYOND THE NET 20500 EFT OR WIRE SUB-SAHARAN AFRICA BEYOND THE NET 6500 EFT OR WIRE SUB-SAHARAN AFRICA BEYOND THE NET 12000 EFT OR WIRE SUB-SAHARAN AFRICA BEYOND THE NET 9500 EFT OR WIRE SUB-SAHARAN AFRICA SPONSORSHIP, BEYOND THE NET 6500 EFT OR WIRE SUB-SAHARAN AFRICA SPONSORSHIP 6340 EFT OR WIRE SUB-SAHARAN AFRICA SPONSORSHIP 6500 EFT OR WIRE SUB-SAHARAN AFRICA SPONSORSHIP 6500 EFT OR WIRE 61 POSTEL EAST ASIA AND THE PACIFIC 1 20000 EFT OR WIRE BEYOND THE NET CENTRAL AMERICA AND THE CARIBBEAN 2 25000 EFT OR WIRE BEYOND THE NET EAST ASIA AND THE PACIFIC 1 12500 EFT OR WIRE BEYOND THE NET SOUTH ASIA 1 5500 EFT OR WIRE BEYOND THE NET EUROPE (INCLUDING ICELAND & GREENLAND) 1 15000 EFT OR WIRE BEYOND THE NET SOUTH AMERICA 1 18500 EFT OR WIRE 0 0 1 0 0 1 PART I, LINE 2: GRANT PROPOSALS ARE REVIEWED AND APPROVED IN COMPLIANCE WITH ISOC DELEGATION POLICY AND BOARD APPROVED BUDGET. ONCE APPROVED, AN AGREEMENT IS ESTABLISHED WITH A CLEAR UNDERSTANDING OF THE GRANTEE'S REQUIREMENTS. THE AGREEMENT IS SIGNED BY THE APPROPRIATE PARTIES AND THE AGREED UPON INITIAL AMOUNT IS FUNDED. THE GRANT IS CONSIDERED COMPLETE WHEN GRANTEE FULFILLS THE ESTABLISHED REQUIREMENTS AND SUBMITS A REPORT. PAYMENT MADE ACCORDING TO THE CONTRACT TERMS. 1 ACCESS NOW PO BOX 115 NEW YORK NY 10113 NEW YORK NY 10113 270597430 501(C)(3) 15000 SPONSORSHIP ANITA BROG INSTITUTE 1501 PAGE MILL ROAD MAILSTOP 1105 PALO ALTO CA 94304 770480427 501(C)(3) 12000 SPONSORSHIP ASSOCIATION FOR COMPUTING MACHINERY 2 PENN PLAZA SUITE 701 NEW YORK NY 100870777 131921358 501(C)(3) 5619 SPONSORSHIP FREEDOM HOUSE INC 1850 M ST NW 11TH FL WASHINGTON DC 20036 131656647 501(C)(3) 25000 SPONSORSHIP ICANN 12025 WATERFRONT DRIVE SUITE 300 LOS ANGELES CA 900942536 954712218 501(C)(3) 15500 SPONSORSHIP IETF TRUST 1775 WIEHLE AVENUE SUITE 201 RESTON VA 20190 266028540 501(C)(3) 25000 FUNDING INTERNET EDUCATION FOUNDATION 1401 K STREET NW SUITE 200 WASHINGTON DC 20005 311577362 501(C)(3) 15000 SPONSORSHIP INTERNET SOCIETY CHAPTER OF GREATER NYC PO BOX 1599 MADISON SQ STATION NEW YORK NY 101591599 113461318 501(C)(3) 16500 BEYOND THE NET & SPONSORSHIP SFBAYISOC PO BOX 50741 PALO ALTO CA 94303 900860941 501(C)(3) 30000 BEYOND THE NET & SPONSORSHIP THE GREATER WASHINGTON DC CHAPTER OF THE INTERNET SOCIETY 1840 PLYMOUTH STREET NW WASHINGTON DC 20012 WASHINGTON DC 20012 501(C)(3) 16500 BEYOND THE NET & SPONSORSHIP UN TECHNICAL COOPERATION ACTIVITIES TWO UNITED NATIONS PLAZA ROOM 1714 NEW YORK NY 10017 132924889 501(C)(3) 100000 SPONSORSHIP 11 PART I, LINE 2: GRANT PROPOSALS ARE REVIEWED AND APPROVED IN COMPLIANCE WITH ISOC DELEGATION POLICY AND BOARD APPROVED BUDGET. ONCE APPROVED, AN AGREEMENT IS ESTABLISHED WITH A CLEAR UNDERSTANDING OF THE GRANTEE'S REQUIREMENTS. THE AGREEMENT IS SIGNED BY THE APPROPRIATE PARTIES AND THE AGREED UPON INITIAL AMOUNT IS FUNDED. THE GRANT IS CONSIDERED COMPLETE WHEN GRANTEE FULFILLS THE ESTABLISHED REQUIREMENTS AND SUBMITS A REPORT. PAYMENT MADE ACCORDING TO THE CONTRACT TERMS. X X X X X 1 0 0 0 0 0 0 1 0 KATHRYN BROWN TRUSTEE/CEO 444465 0 151200 0 1985 0 39750 0 24048 0 661448 0 151200 0 SANDRA SPECTOR CHIEF FINANCIAL OFFICER FROM 09/2016 154839 0 4056 0 692 0 26268 0 27037 0 212892 0 0 0 GREGORY KAPFER CHIEF FINANCIAL OFFICER THRU 09/2016 247560 0 23644 0 28133 0 39750 0 26865 0 365952 0 0 0 RAUL ECHEBERRIA VP, GLOBAL ENGAGEMENT 386023 0 46000 0 0 0 0 0 0 0 432023 0 0 0 C LYNN MCNAIR SR. DIR, PARTNERSHIP DEVELOPMENT 147915 0 17562 0 73800 0 36617 0 20334 0 296228 0 0 0 TORAL COWIESON SR. DIR, INTERNET LEADERSHIP 203073 0 17727 0 451 0 35148 0 36317 0 292716 0 0 0 JOHN EDWARD MOONEY SR. DIR, COMMUNITY SERVICES 197605 0 16651 0 3820 0 32969 0 22801 0 273846 0 0 0 AYESHA HASSAN VP, STAKEHOLDER RELATIONS AND PARTNE 211777 0 19322 0 4120 0 32385 0 8972 0 276576 0 0 0 CONSTANCE BOMMALAER SR. DIR., GLOBAL INTERNET POLICY 210805 0 14471 0 4120 0 32239 0 8787 0 270422 0 0 0 PART I, LINE 4A C. LYNN MCNAIR RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $51,000 INCLUDED IN PART II, COULUM B (III). PART I, LINE 7 2016 VARIABLE COMPENSATION AWARDS WERE DETERMINED BY THE CEO AND CFO, WITH IMPUT FROM MANAGEMENT UNDER THE VARIABLE COMPENSATION PROGRAM. AT THE BEGINNING OF THE YEAR, THE CEO DETERMINES TARGET AWARDS (ALL TARGETS AND AWARDS ARE BASED ON A PERCENTAGE OF YEAR-END BASE COMPENSATION) FOR POSITIONS WITHIN THE ORGANIZATION. ALL FULL-TIME STAFF RECEIVED VARIABLE COMPENSATION TARGETS BETEWEEN 4% AND 12% (THE CEO'S TARGET IS ESTABLISHED IN HER EMPLOYMENT AGREEMENT). AT THE END OF THE YEAR, THE CEO, WITH INPUT FROM MANAGERS DETERMINES THE FINAL AWARDS. PERFORMANCE OF THE INTERNET SOCIETY AS A WHOLE AND OF THE INDIVIDUAL ARE THE BASIS FOR THESE AWARDS. THE CEO'S PERFORMANCE AND AWARD ARE DETERMINED BY THE BOARD OF TRUSTEES ACCORDING TO GOALS ESTABLISHED BY THE BOARD. SCHEDULE J, PART II, COMPENSATION AND BENEFITS : PART II, COMPENSATION AND BENEFITS COLUMN B (II) REPRESENTS THE AMOUNT OF ISOC'S VARIABLE COMPENSATION PLAN EARNED IN 2015 (THE PRIOR CALENDAR YEAR), BUT PAID IN 2016. COLUMN B (III) REPRESENTS THE AMOUNT OF EMPLOYEES' TAXABLE COST OF LIFE INSURANCE, COULMN C INCLUDES INTERNET SOCIETY'S CONTRIBUTION TO EMPLOYEES' RETIREMENT PLANS, PLUS ANY VARIABLE COMPENSATION EARNED IN 2016 (CURRENT TAX YEAR) BUT PAID AFTER FEBURARY 15,2017. COLUMN D INCLUDES EMPLOYEES' NON-TAXABLE MEDICAL AND OTHER NON-TAXED BENEFITS. COULUMN F IS INFORMATIVE ONLY AND SHOWS VARIABLE COMPENSATION EARNED IN 2015 AND PAID IN 2016 WHICH WAS REPORTED IN COLUMN C IN 2015 990 FILING. FORM 990, PART VI, SECTION A, LINE 6 THE INTERNET SOCIETY BY-LAWS PROVIDE FOR THE RECOGNITION OF ORGANIZATIONAL MEMBERS, INDIVIDUAL MEMBERS AND CHAPTERS. ORGANIZATIONAL MEMBERS ARE CORPORATE, NON-PROFIT, GOVERNMENT, OR ACADEMIC CONTRIBUTORS TO ISOC'S OVERALL CHARITABLE MISSION. INDIVIDUAL MEMBERS HAVE OPPORTUNITIES TO PARTICIPATE IN INTERNET SOCIETY'S ACTIVITIES. INDIVIDUAL MEMBERSHIP IS FREE. INDIVIDUAL MEMBERS MAY ALSO BELONG TO ONE OF ISOC'S CHAPTERS, BUT ARE NOT REQUIRED TO DO SO. CHAPTERS ARE GROUPS OF INDIVIDUAL MEMBERS WHO ARE COMMITTED TO FURTHERING INTERNET SOCIETY'S MISSION WITHIN THEIR GEOGRAPHIC OR SPECIAL INTEREST AREA. FORM 990, PART VI, SECTION A, LINE 7A THE INTERNET SOCIETY BY-LAWS CALL FOR THE ELECTION OR APPOINTMENT OF MEMBERS OF ITS BOARD OF TRUSTEES. ACCORDING TO THE BY-LAWS, THE BOARD DEFINES THE PROCESS FOR ELECTION OF TRUSTEES BY ORGANIZATIONAL MEMBERS AND CHAPTERS. A POTENTIAL NOMINEE MUST BE A MEMBER IN GOOD STANDING AS OF DECEMBER 31ST OF THE PREVIOUS YEAR. FOR AN ORGANIZATIONAL MEMBER, DUES MUST BE PAID IN FULL. FOR A CHAPTER, THE CHAPTER MUST BE IN GOOD STANDING AS DEFINED IN ISOC PROCEDURES. THE INTERNET ARCHITECTURE BOARD (IAB) APPOINTS TRUSTEES ACCORDING TO AN INTERNAL PROCESS . THE IAB RECOMMENDATION MUST BE APPROVED BY THE IESG, WHICH IS THE STEERING COMMITTEE OF THE IETF. A PERSON MAY BE A CANDIDATE IN ONLY ONE CONSTITUENCY (ORGANIZATIONAL MEMBER, CHAPTER, IAB) IN ONE ELECTION YEAR. TRUSTEE TERMS ARE 3 YEARS AND LIMITED TO NO MORE THAN TWO CONSECUTIVE TERMS. THE TWO IMPORTANT COMMITTEES INVOLVED IN THE PROCESS ARE THE ELECTIONS AND THE NOMINATIONS COMMITTEES. THE NOMINATIONS COMMITTEE ESTABLISHES SELECTION CRITERIA FOR PROSPECTIVE TRUSTEES, ADVERTISES THE NOMINATION PROCESS, SOLICITS CANDIDATES FOR THE PROCESS, NAMES A SLATE OF CANDIDATES, OVERSEES A PETITION PROCESS AND MONITORS THE PROCESS TO ENSURE THAT AN INDIVIDUAL IS NOT A CANDIDATE IN MORE THAN ONE CONSTITUENCY AT THE SAME TIME. ONCE CANDIDATES ARE NOMINATED, PETITIONS FOR ADDITIONAL NOMINEES ARE ACCEPTED. CANDIDATES ARE ALLOWED TO SUBMIT BIOGRAPHICAL INFORMATION AND AN ELECTION STATEMENT. AFTER, THE PETITION PERIOD CLOSES AND A FINAL SLATE IS ANNOUNCED. BALLOTS ARE COUNTED BY AT LEAST TWO MEMBERS OF THE ELECTIONS COMMITTEE AT A TIME AND PLACE OF THEIR CHOOSING. THE ELECTIONS COMMITTEE CERTIFIES THE RESULTS TO THE BOARD OF TRUSTEES AND PUBLISHES THE RESULTS. A CHALLENGE PERIOD IS PROVIDED FOR. IN THE CASES OF A CHALLENGE, THE CEO, AFTER CONSULTATION WITH THE CHAIRS OF THE NOMINATIONS COMMITTEE, ELECTIONS COMMITTEE AND MEMBERS OF THE BOARD OF TRUSTEES, ADVISES THE AUTHOR OF A CHALLENGE ABOUT THE BOARD'S DECISION AND THE CHALLENGE PERIOD CLOSES. THE NEW TRUSTEES ARE SEATED AT THE FOLLOWING ANNUAL GENERAL MEETING (AGM). FORM 990, PART VI, SECTION B, LINE 11B THE INTERNET SOCIETY'S ACCOUNTING FIRM PREPARES AND SIGNS THE RETURN AS PAID PREPARER AND DELIVERS THE RETURN TO THE INTERNET SOCIETY. PRIOR TO FILING, THE CFO AND THE CEO OF THE INTERNET SOCIETY REVIEW THE RETURN WITH THE AUDIT COMMITTEE. A REPRESENTATIVE OF THE INDEPENDENT ACCOUNTING FIRM'S TAX TEAM IS PRESENT TO ADDRESS ANY QUESTIONS FROM THE AUDIT COMMITTEE MEMBERS. AFTER REVIEW, A COPY OF THE RETURN IN ITS FINAL FORM IS SENT TO EACH MEMBER OF THE BOARD OF TRUSTEES PRIOR TO FILING THE RETURN. THE CEO OR THE CFO SIGNS FORM 8879-EO, THE IRS E-FILE SIGNATURE AUTHORIZATION FORM, AND RETURNS THIS FORM TO THE INTERNET SOCIETY'S ACCOUNTING FIRM THE ACCOUNTING FIRM THEN ELECTRONICALLY FILES THE RETURN WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, TRUSTEES AND OFFICERS OF INTERNET SOCIETY FILL OUT A CONFLICT OF INTEREST QUESTIONNAIRE, THESE COMPLETED QUESTIONNAIRES ARE REVIEWED AND MONITORED BY THE CHAIR OF THE AUDIT COMMITTEE, AND THE RESULTS ARE REPORTED TO THE BOARD OF TRUSTEES. THE AUDIT COMMITTEE AND THE CHAIR OF ISOC'S BOARD OF TRUSTEES RELY ON THE TRUSTEES AND OFFICERS TO INFORM THEM OF ISSUES THAT MIGHT ARISE IN THE INTERIM PERIOD BETWEEN QUESTIONNAIRE SUBMISSIONS. THE CHAIR SOLICITS ALL TRUSTEES TO DISCLOSE ANY CONFLICTS WITH THE AGENDA ITEMS FOR THAT BOARD MEETING. TRUSTEES WHO REPORT POTENTIAL CONFLICTS MAY BE REQUIRED TO ABSTAIN FROM ANY FORMAL DECISION BY THE BOARD OF TRUSTEES, AND MAY BE REQUIRED TO RETIRE FROM ANY DISCUSSION OR DELIBERATION. THE BOARD OF TRUSTEES, ACTING AS A BODY LED BY THE CHAIR, MAKES THE DETERMINATION OF WHETHER A CONFLICT EXISTS AND THE PARTICIPATION RESTRICTIONS TO BE IMPOSED. SHOULD THE CHAIR BE DETERMINED TO HAVE A CONFLICT, AN ACTING CHAIR OR THE CEO IS APPOINTED FOR THE AFFECTED DELIBERATION BEFORE THE BOARD OF TRUSTEES. KEY EMPLOYEES ALSO COMPLETE CONFLICT OF INTEREST QUESTIONNAIRES, WHICH ARE REVIEWED BY THE CEO EACH YEAR. FORM 990, PART VI, SECTION B, LINE 15 THE INTERNET SOCIETY ENGAGED A COMPENSATION SPECIALIST TO ESTABLISH A COMPREHENSIVE COMPENSATION PROGRAM OF THE COMPANY. THE GOALS WERE TO ESTABLISH INTERNAL COMPENSATION EQUITY, ACHIEVE EXTERNAL EQUITY TO ENSURE FAIR AND COMPETITIVE PAY, TO DEVELOP AN OBJECTIVE MERIT REVIEW PROCESS, AND DEVELOP TOOLS TO MAINTAIN THE COMPENSATION PROGRAM. THE INTERNET SOCIETY DEVELOPED COMPENSATION BENCHMARKS FOR EACH POSITION WITHIN THE ORGANIZATION, USING SEVERAL COMPENSATION STUDIES FOR US BASED EMPLOYEES AND BENCHMARKS FROM MERCER TOWERS WATSON AND BIRCHES GROUP FOR WORLDWIDE EMPLOYEES. THESE BENCHMARKS ARE UPDATED ANNUALLY. THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER WAS ESTABLISHED IN A CONTRACT JANUARY 1, 2014. AS PART OF THE CONTRACT PROCESS, AN INDEPENDENT COMPENSATION CONSULTANT WAS ENGAGED BY THE INTERNET SOCIETY BOARD OF TRUSTEES TO PROVIDE AN OPINION ON REASONABLENESS OF AND SUPPORTING COMPARABILITY DATA WITH RESPECT TO TOTAL COMPENSATION OF THE CHIEF EXECUTIVE OFFICER. THE CEO RECEIVES THE BENEFITS AVAILABLE TO OTHER INTERNET SOCIETY EMPLOYEES, INCLUDING A COMPANY CONTRIBUTION TOWARDS A RETIREMENT PLAN. ANNUALLY, THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES DRAWS UP ACHIEVEMENT TARGETS FOR THE CEO. THE CEO SUBMITS A SELF-EVALUATION AT YEAREND TO THE COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE REVIEWS THE CEO'S PERFORMANCE AND MAKES A DETERMINATION AS TO THE AMOUNT OF VARIABLE COMPENSATION EARNED. THE COMPENSATION COMMITTEE THEN INSTRUCTS THE INTERNET SOCIETY'S CFO TO PAY THE VARIABLE AWARD BASED ON THE COMMITTEE'S PERFORMANCE ASSESSMENT, LESS APPLICABLE STATUTORY WITHHOLDINGS. THE INTERNET SOCIETY EMPLOYS A GOAL MANAGEMEN PROCESS TO ESTABLISH AND TRACK GOALS FOR ALL MEMBERS OF ITS STAFF. THE INTERNET SOCIETY REVIEWS PERFORMANCE OF ALL EMPLOYEES ON DECEMBER 31. ANNUAL SALARY REVIEWS ARE BASED ON PERFORMANCE EVALUATIONS, COMPENSATION SURVEYS, AND STANDARDS FOR THE INDIVIDUAL COUNTRY OF EMPLOYMENT. THE INTERNET SOCIETY ALSO AWARDS VARIABLE COMPENSATION TO STAFF BASED ON INDIVIDUAL AND CORPORATE PERFORMANCE DURING THE YEAR. THESE AWARDS WERE DETERMINED IN CONSULTATION WITH THE COMPENSATION CONSULTANT, BASED ON RECOMMENDATIONS BY THE CEO, CFO, AND AWARDEES' DIRECT SUPERVISOR. FORM 990, PART VI, SECTION C, LINE 19 ALL INFORMATION IS AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART VII, COLUMN A, NUMBER OF BOARD MEMBERS: THERE WERE FIFTEEN BOARD MEMBERS WHO SERVED AT ANY TIME DURING THE CALENDAR YEAR. ALL BOARD MEMBERS WHO SERVED DURING THE CALENDAR YEAR ARE SHOWN IN PART VII, COLUMN A. THE TERMS OF THE BOARD MEMBERS RUN FROM THE BEGINNING OF THE ANNUAL GENERAL MEETING (AGM) TO THE BEGINNING OF THE NEXT AGM. FORM 990, PART IX, LINE 11G CONNECTIVITY SERVICES: PROGRAM SERVICE EXPENSES 267,412. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 267,412. DESIGN WORK CONSULTING: PROGRAM SERVICE EXPENSES 3,046. MANAGEMENT AND GENERAL EXPENSES 18,900. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,946. ELEARNING CONSULTING: PROGRAM SERVICE EXPENSES 67,816. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 67,816. EVENT CONSULTING: PROGRAM SERVICE EXPENSES 2,082,074. MANAGEMENT AND GENERAL EXPENSES 54,652. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,136,726. GRANT/ENDOWMENT CONSULTING: PROGRAM SERVICE EXPENSES 38,089. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 99,705. TOTAL EXPENSES 137,794. H/R CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 78,955. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 78,955. LEADERSHIP CONSULTING: PROGRAM SERVICE EXPENSES 188,500. MANAGEMENT AND GENERAL EXPENSES 252,505. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 441,005. PHOTOGRAPHY SERVICE: PROGRAM SERVICE EXPENSES 51,530. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 51,530. PROJECT CONSULTING: PROGRAM SERVICE EXPENSES 1,473,597. MANAGEMENT AND GENERAL EXPENSES 230,065. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,703,662. PUBLIC RELATIONS: PROGRAM SERVICE EXPENSES 316,594. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 316,594. TRANSLATION SERVICES: PROGRAM SERVICE EXPENSES 149,922. MANAGEMENT AND GENERAL EXPENSES 2,340. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 152,262. WRITING SERVICES: PROGRAM SERVICE EXPENSES 1,444,241. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,444,241. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 64,277. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 64,277. FORM 990, PART XI, LINE 9: FOREIGN CURRENCY GAIN 44,922. PUBLIC INTEREST REGISTRY 1775 W1EHLE AVE 100 RESTON VA 20190 331025119 OPERATOR OF DOMAIN NAMES PA 501(C)(3) LINE 12A, I INTERNET SOCIETY 1 INTERNET SOCIETY ASIA LIMITED 9 TEMASEK BLVD SUNTEC TOWER TWO 0 SINGAPORE SN PROVIDES SUPPORT & VISIBILITY IN THE ASIA-PACIFIC REGION SN INTERNET SOCIETY 1 ENSET 1775 WIEHLE AVE SUITE 225 RESTON VA 20190 472514918 NON-PROFIT SOCIAL WELFARE PA PUBLIC INTEREST REGISTRY C 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 PUBLIC INTEREST REGISTRY C 29729325 FMV PUBLIC INTEREST REGISTRY J 423918 FMV ENSET A 49683 CASH VAULE