2017-05-11T13:54:39-07:00 2016-06-30 WGBH EDUCATIONAL FOUNDATION 1 GUEST ST BOSTON MA 021352016 990 2015-07-01 042104397 WGBH Educational Foundation WGBH 6173002000 One Guest Street Boston MA 02135 Irvin A Alexander III CFO 2017-05-11 6173002000 2015 2021-01-29 14:40:06Z Jonathan C Abbott One Guest Street Boston MA 02135 170724285 false false X www.wgbh.org X 1951 MA WGBH enriches people's lives through programs and services that educate, inspire, and entertain, fostering citizenship and culture, the joy of learning, and the power of diverse perspectives. 34 32 1367 1200 6715114 168993910 136089138 14756829 15745134 3062160 6889913 3687890 2883251 190500789 161607436 808359 1547367 0 77906839 81507042 1145828 1241236 26409724 107387014 111810758 187248040 196106403 3252749 -34498967 589164636 568753536 228027519 231301814 361137117 337451722 WGBH enriches people's lives through programs and services that educate, inspire, and entertain, fostering citizenship and culture, the joy of learning, and the power of diverse perspectives. false false 154231752 1547367 16696577 WGBH Boston has undertaken a wide range of activities that have led to its steady growth through the years as one of America's preeminent public media institutions. From its roots as a local public TV and radio station, WGBH grew to become PBS's single largest producer of content for television (prime-time and children's series) and the Web, as well as a major supplier of programs heard nationally on public radio and a pioneer in educational multimedia and in media access services for audiences with hearing or vision loss.With 3 million listeners weekly, and more than 2 million visitors to PRI.org,The Worldprovides an exceptional opportunity for Americans to understand issues of critical importance around the globe.In complex, uncertain times like these, the role WGBH and public media play is more important than ever: providing trusted, in-depth information and thoughtful perspective that empower citizens and families. WGBH is embracing these challenges with significantly expanded independent news and analysis, both locally and nationally, that tackle the big questions; with children's content that builds literacy, science, engineering, and math skills from pre-kindergarten through high school; with an ambitious new Web-based initiative that delivers trusted information on all things science. At the same time, we are transforming WGBH into a digital educational media powerhouse that welcomes both loyal and new audiences to experience and share our content at their convenience through our expanding digital and on-demand services.With a presence in more than 65 percent of U.S. classrooms,PBS LearningMedia has 1.8 million registered teachers, students, and parents using the sites videos, images, articles, and interactive tools to enhance their learning experience. We work directly with notable partners, such as NASA & The Smithsonian. 154231752 true true false true false false false false false true true true false true false true false true false false true true false true true false false true false true true false false false false false false false false false false true true false false false true true true false false true 940 0 true 1367 true true true false false false false true true true 1 false false false true false false false false false false X 34 32 true false false false false false false true true false false true true true true true true true true true true CT MA NH RI X X Irvin A Alexander III 6173002444 One Guest Street Boston MA 02135 Jonathan C Abbott President & CEO 40.00 0.00 X X 589959 0 34971 Henry Becton Jr Vice Chair 24.00 0.00 X X 67835 0 13816 Richard M Burnes Jr Chairman 2.00 0.00 X X 0 0 0 Amy Abrams Trustee 1.00 0.00 X 0 0 0 Joseph E Aoun Trustee 1.00 0.00 X 0 0 0 Terrie F Bloom Trustee 1.00 0.00 X 0 0 0 Marcia Blenko Trustee 1.00 0.00 X 0 0 0 Lynn B Dayton Vice Chair 2.00 0.00 X X 0 0 0 Laura A DeBonis Trustee 1.00 0.00 X 0 0 0 Juan Enriquez Trustee 1.00 0.00 X 0 0 0 Joseph F Fallon Trustee 1.00 0.00 X 0 0 0 Grace Fey Trustee 1.00 0.00 X 0 0 0 Ann M Fudge Trustee 1.00 0.00 X 0 0 0 Benjamin Gomez Trustee 1.00 0.00 X 0 0 0 Ann L Gund Trustee 1.00 0.00 X 0 0 0 Susan B Kaplan Trustee 1.00 0.00 X 0 0 0 Marjie B Kargman Vice Chair 2.00 0.00 X X 0 0 0 David H Koch Trstee thru2/16 1.00 0.00 X 0 0 0 Sara Lawrence-Lightfoot Trustee 1.00 0.00 X 0 0 0 William A Lowell Vice Chair 2.00 0.00 X X 0 0 0 Richard K Lubin Trustee 1.00 0.00 X 0 0 0 Oscar F Malcolm Trustee 1.00 0.00 X 0 0 0 Christopher J McKown Trustee 1.00 0.00 X 0 0 0 Martin Meehan Trustee 1.00 0.00 X 0 0 0 Cathy E Minehan Trustee 1.00 0.00 X 0 0 0 Anthony Monaco Trustee 1.00 0.00 X 0 0 0 Paul R Murphy Trustee 1.00 0.00 X 0 0 0 Marvin Lee Pelton Trustee 1.00 0.00 X 0 0 0 Melinda A Rabb Trustee 1.00 0.00 X 0 0 0 L Rafael Reif Trustee 1.00 0.00 X 0 0 0 Henri A Termeer Trustee 1.00 0.00 X 0 0 0 William N Thorndike Trustee 1.00 0.00 X 0 0 0 David T Ting Trustee 1.00 0.00 X 0 0 0 Stephen Wagner Trustee 1.00 0.00 X 0 0 0 Hans P Ziegler Trustee 1.00 0.00 X 0 0 0 Benjamin Godley Exec VP & COO 40.00 0.00 X 437004 0 34966 Irvin A Alexander III CFO & Treasurer 40.00 0.00 X 18607 0 975 Vinay Mehra CFO thru 11/15 40.00 0.00 X 280240 0 31666 Susan L Kantrowitz VP Gen Counsel 40.00 0.00 X 239739 0 32856 Eric Brass CorpConsl Clerk 40.00 0.00 X 142845 0 16259 John Bredar VP National Programming 40.00 0.00 X 376469 0 8914 David Fanning Exec Producer 40.00 0.00 X 331591 0 28085 Raney Aronson Exec Producer 40.00 0.00 X 328155 0 30889 Paula Apsell Sr Exec Producer 40.00 0.00 X 301829 0 34957 Winifred Lenihan VP Development 40.00 0.00 X 291533 0 34808 James Braude Host Exec Editor 40.00 0.00 X 357082 0 6876 3762888 310038 195 false true false Kirk Documentary Group 99 Codman Road Brookline MA 02445 Program Production 1441654 Ark Media 325 Gold Street Ste 602 Brooklyn NY 11201 Program Production 1365554 Goodhue Pictures Inc 80 Nassau Street Ste 304 New York NY 10038 Program Production 1315959 Smart Source of Boston LLC 26001 Pala Street Mission Viejo CA 92691 Business Sourcing 1071996 Marc Brown PO Box 873 West Tisbury MA 02575 Literary Rights 979686 51 26377594 258734 3286873 6127450 100038487 1082655 136089138 Caption Services 515100 4911837 47746 4864091 Design Services 515100 433567 398784 34783 NCAM Services 515100 825528 825528 Production Services 515100 675528 27958 647570 Program Grants & Contract 515100 8541258 8541258 357416 22376 335040 15745134 690548 243990 446558 0 3579357 3579357 4133026 4368914 -235888 -235888 -235888 3705072 6076049 3581756 123316 6076049 6199365 6199365 705961 258734 1166179 -460218 -460218 0 0 0 161607436 9038122 6715114 9765062 X 1286367 1286367 0 261000 261000 0 2327122 1449948 514112 363062 0 67018381 41848614 14691011 10478756 1401894 873471 309709 218714 5882985 3689186 1270039 923760 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231301814 X 174832252 176375296 152581718 124918764 33723147 36157662 361137117 337451722 589164636 568753536 X -34498967 10968465 -154893 X false true X true true true X 119159672 126045973 172270947 168993910 136089138 722559640 0 0 119159672 126045973 172270947 168993910 136089138 722559640 0 722559640 5354241 3487282 3764495 5272934 4025915 21904867 1198 188876 58997 196389 13302 458762 996511 998256 791923 708094 705961 4200745 749124014 62970929 0.96450 0.96650 X Support Schedule: Other Income Explanation Part II, Line 10, Other IncomeGross receipts from special events related to the organization's charitable purpose. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false false false true 206500 206500 false false Part II-B, Line 1i - Other Activities Description Part II-B Description of Lobbying ActivityThe Foundation paid membership dues to a lobbying organization that provides services on behalf of its members. The amount paid is reported on line 1(i). 82676136 2819514 -3061636 -3153783 -608146 78672085 83660734 1851905 357573 -2589303 -604773 82676136 71399612 3675764 12142236 -2523994 -1032884 83660734 65219606 2181639 7196572 -2435481 -762724 71399612 63799626 1517103 2774735 -2309144 -562714 65219606 0.41460 0.45960 0.12580 false false false 6716080 6716080 173034479 40794064 132240415 33192524 24455039 8737485 28133141 10223552 17909589 165603569 45672389 Beneficial interest in perpetual trust 1447162 Bond Issuance Cost 5395102 Brewster Radio License 2427000 Capitalized Broker Fees 1275879 Deferred Asset - Rental Income 781889 Deferred Compensation 786081 Funds held under bond agreements 87 National Public Media, LLC 500438 Outside Managed Trusts 569963 PMM Capital Assets Public Media Distribution, LLC 15065310 RoundCorner 180400 WCRB Radio License 14441713 42871024 X 178693171 10968465 737070 5380200 17085735 161607436 161607436 202378566 737070 5535093 6272163 196106403 196106403 Part V, Line 4: Intended uses of the endowment fund. Endowment fund is held to support future programs and services to fulfill the organization's mission. Part X : FIN48 Footnote The Foundation is exempt from federal income taxes under Section 501(c)(3) of the United States Internal Revenue Code. US GAAP requires the Foundation to evaluate tax positions taken by the Foundation and recognize a tax liability (or asset) if the Foundation has taken an uncertain position that more likely than not would not be sustained upon examination by the IRS. The Foundation has analyzed the tax positions taken and has concluded that as of June 30, 2016, there are no significant uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the consolidated financial statements. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 Rental $4368914 Special Event Direct $1166179 Net Asset Transfer $-154893 Part XII, Line 2d: Other expenses and losses per audited F/S Rental $4368914 Special Event Direct $1166179 true North America 0 0 Program Services Production Services 3207000 Central America 0 0 Investments 16211000 Europe 0 0 Investments 4119000 North America 0 0 Investments 1500000 North America 0 0 Grants 261000 25298000 25298000 North America Animation Services 261000 WireTransfer n/a FMV 1 true false true true true false X X X X X X X true Donor Development Strateg 899 Logan St Denver CO 80203 Consult Strateg false 517505 591796 Next Generation 312 E King St Malvern PA 19355 Consult Strateg false 1017391 561214 456177 Telefund PO Box 2366 Denver CO 80201 Consult Strateg false 339463 88226 251237 1874359 1241236 707414 MA NH CT RI Auction 425543 425543 764453 Wine Festival 140925 140925 139384 3 398227 258734 139493 262342 964695 258734 705961 1166179 1166179 -460218 Part I, Line 2b - Fundraiser Additional Information A portion of the amounts shown in Part I for Donor Development Strategies is canvassing expenses for new member development to build the Foundation's membership file. true Ark Media 325 Gold Street Ste 602 Brooklyn NY 11201 133956087 600000 0 FMV Co-production services for programs Education Development Center 43 Foundry Avenue Waltham MA 02453 042241178 501(c)(3) 311659 0 FMV Research services for programs IMAJINE THAT 354 Merrimack St 2nd Fl Lawrence MA 01843 202284963 15000 0 FMV Curriculum development on math Oregon State University A312 Kerr Admin Corvallis OR 97331 611730890 115 44643 0 FMV Evaluation services for project PopUp Archive 2355 Broadway Ste 402 Okland CA 94612 472644585 296983 0 FMV Development of archive catalog tool Purdue University 155 S Grant Street West Lafayette IN 47907 366002041 501(c)(3) 18082 0 FMV Research services for project 3 3 Grantmaker's Description of How Grants are Used Pre-Award Often, a federal agency funding a project (or other funder), wants to know at the beginning of the project about the planned use of subrecipients. It is crucial that expenditures for subrecipients are classified correctly in budgets and project plans and are approved by the funder before work begins. All potential subrecipients must also be verified against the Governments Excluded Parties List (EPL) (www.sam.gov; see also http://exclusions.oig.hhs.gov/Default.aspx). Procurement staff is to compare the names of each subrecipient against the EPL and print out any results of the search. Evidence of the search of the EPL must be maintained in the project files. If the subrecipient shows a record of suspension or debarment in the EPL, Project Staff must not proceed with that subrecipient and must alert the Chief Compliance Officer. WGBH is prohibited from using any supplier/service provider on the EPL, and any work then in progress with a subrecipient on the EPL must be terminated immediately.Post-Contract Monitoring Once the contract has been signed and work has commenced, WGBH and the project team are responsible for monitoring the performance of the subrecipient. Subrecipient monitoring occurs in two forms:Performance Monitoring This involves the project team ensuring that the subrecipient is meeting the performance requirements of the contract and award, including timeliness, scope and results. This monitoring is generally performed by the project team and can be accomplished through meetings, conversations or other methods. Site visits are another monitoring procedure to evaluate the subrecipients compliance with the terms of the project/award and the appropriateness of the subrecipients administration of the project. All performance monitoring activities should be documented in the project files. If issues are identified, the related follow-up or corrective action taken should also be documented in the project file.Compliance Monitoring WGBH is also responsible for monitoring the subrecipients compliance with applicable laws and regulations. This can be accomplished in multiple ways. Annually, WGBH will send a questionnaire to all known subrecipients requesting a copy of their most recent Single Audit report and other information. Responses will be sent back to WGBHs Compliance department, which will review the results and follow up on any findings identified. All responses will be verified against the U.S. Federal Audit Clearinghouse website. If issues are identified that impact a particular project, that project team will be notified. Compliance will then work with the subrecipient and the project to resolve the issues noted. A final determination on the issue (including references, if applicable) will be provided to the subrecipient within six months of issue identification and any corrective action required of the subrecipients must be completed as soon as possible. X X X X X false false false false false false false true false false Benjamin Godley Exec VP & COO 370378 50000 16626 10600 24366 471970 David Fanning Exec Producer 309035 20000 2556 3727 24358 359676 Eric Brass CorpConsl Clerk 136646 5500 699 5591 10668 159104 James Braude Host Exec Editor 354309 2773 6876 363958 John Bredar VP National Programming 318897 45000 12572 8914 385383 Jonathan C Abbott President & CEO 486211 85000 18748 10600 24371 624930 Paula Apsell Sr Exec Producer 285361 14000 2468 10600 24357 336786 Raney Aronson Exec Producer 307805 20000 350 6585 24304 359044 Susan L Kantrowitz VP Gen Counsel 228414 10000 1325 9446 23410 272595 Vinay Mehra CFO thru 11/15 254794 25000 446 10205 21461 311906 Winifred Lenihan VP Development 265598 25000 935 10600 24208 326341 Part I, Line 7: Non-Fixed payments not listed above Compensation determinations are based on performance, considered within the context of independent benchmark data for comparable positions at similar organizations and supported by relevant documentation. A Massachusetts Development 043431814 57583RYA7 2008-05-29 129932510 Refunded 12/10/07,3/30/06,8/11 false false false A 6045000 129932510 117195573 8196722 4540215 2008 true false true true A false true true true false 0.25920 0.01510 0.27430 false false true A false false false true false false false true A true Part VI Part I, Line A (f)Refunded 12/10/07, 03/30/06, 08/11/05, 04/10/02Rebate Date: 5/29/2013Part II, Line 7 Issuance Costs From ProceedsInformation on Tax Exempt BondsMassachusetts Development Finance AgencyCost of Issuance...........................$ 1,359,014.Underwriter Discount....................... 650,308.Credit enhancement......................... 4,540,215.Swap termination fee....................... 6,187,400. ______________ 12,736,937.Part III, Question 6While our private business use during fiscal year 2016 totaled 27.43%, our analysis with our bond counsel concluded that private business use during the 36 year life of the bonds was in compliance with the tax-exempt bonds financing limits for private business use. Factors included in the analysis were WGBHs initial equity contribution of 13.3%, the 5% private business use allowance for property financed with tax-exempt bonds and WGBHs projected use of its space through 2042. X 76 37987 selling price X 5108 selling price X 2 21513 selling price X 88 806192 FMV X 26 2911 selling price X 249 31563 selling price X Gift Certificat 77 7275 selling price X Travel 190 101067 selling price X Tickets 151 11287 selling price X Other 343 57752 selling price 2 false true true Part I, Line 32, Hire and Use of Third Parties Automobiles are donated to WGBH through a third party organization which provides disposition services and forwards proceeds and detailed reporting to WGBH. Form 990, Part VI, Line 11b: Form 990 Review Process The Form 990 was prepared by the organization's management and reviewed in detail by tax advisors from a national accounting firm. The Chief Financial Officer reviewed Form 990 prior to it being presented to the audit committee. The audit committee reviewed the form 990 and approved for submission to the Internal Revenue Service. Prior to the final form being electronically submitted to the Internal Revenue Service, a copy was provided to all members of the board of trustees. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts The organization maintains a written conflict of interest policy which is updated and disseminated to all employees and trustees annually. The Chief Compliance Officer of the organization requires that each key employee, officer and trustee complete a conflict of interest disclosure form annually and reviews them. In connection with any actual or possible conflict of interest, an interested person must disclose the existence of the interest and be given the opportunity to disclose all material facts describing the nature of the affiliation, and indicating whether he or she has or may have a conflict of interest involving any financial transaction of WGBH. In the event there is a change in the information submitted in the disclosure statement, the person submitting it is to promptly submit written notification of the change. At the conclusion of the fiscal year prior to the submission of the Form 990, a governing body member is required to disclose any conflicts of interest that may have existed during the prior fiscal year using the provided questionnaire. All transactions disclosed by trustees or officers as related-party transactions shall be reviewed by the audit committee of the board of trustees, provided that only those members of the committee who have no involvement with any related-party transactions involved the Foundation ("Independent Trustees") shall participate in such review. In the case of a transaction that is covered, the audit committee shall determine whether, all factors considered, the transaction is fair and reasonable to, and is in the best interest of the Foundation. Approval of a related-party transaction shall require a majority vote of the Independent Trustees at a meeting at which there is a quorum determined solely with regard to Independent Trustees. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management The organization's compensation committee of the board of trustees is an independent committee, the members of which each year verify that they do not have any conflicts of interest with respect to the compensation paid to the Chief Executive Officer and top management employees. This committee reviewed the Chief Executive Officer's annual goals and performance, and determined the Chief Executive Officer's compensation package. The committee also reviewed and approved the compensation package for all executive leaders that was prepared by the CEO and COO. The committee utilized third party data to benchmark comparable compensation packages for the CEO and other key executive roles in functionally comparable positions and similar sized organizations. The compensation review is an annual process and is documented each year in the compensation committee minutes, in which the deliberation and decisions regarding the compensation arrangements for the CEO and the executive leadership team are recorded. The compensation committee reports on its meetings and actions to the full board of trustees or the executive committee of the board. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees See explanation for Form 990, Part VI, Line 15a above. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available The Organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request. Other Changes In Net Assets Or Fund Balances - Other Decreases Net Asset Transfer = -$154893 Form 990, Part IV, Line 12 Question: Audited Financial Statements As the organization and its subsidiaries meet the GAAP requirements for consolidation, the organization received consolidated audited financial statements for the year for which it is completing the return. An independent auditing firm conducted the audit of the financial statements. The audited financial statements were prepared in accordance with GAAP. Form 990, Part IX, Line 24e Other Expenses The reclass shown in other expenses in the Statement of Functional Expenses is done to more accurately allocate indirect expenses to the applicable functional expense categories. (A) (B) (C) (D) Program Management Total Services & General Fundraising ---------- ----------- ----------- -------------Bad Debt Expenses 940,124. 368. 834,802. 104,954.Design Services Expenses 1,013,279. 621,519. 172,860. 218,900.Digital Services Expenses 1,243,407. 689,471. 173,321. 380,615.Allocations of Expenses 0. 20,704,572. -24,415,842. 3,711,270. ---------- ------------ ----------- ------------- Total $3,196,810. $22,015,930. $-23,234,859. $4,415,739. ========== ============ =========== ============= Form 990, Part VI, Line 16(b) Question: Written policy or procedure on joint venture participationThe organization consults with legal counsel while evaluating its participation in new joint venture agreements to ensure the organization does not engage in activities that could jeopardize its tax-exempt status. Form 990, Part VI, Sec A, Line 2, Public Media Distribution Company WGBH's CEO & President, Jonathan Abbott and CFO, Vinay Mehra were both board members for the Public Media Distribution Company. During this filing's time period, WGBH provided rental space and administrative support services to the Public Media Distribution Services. BTL Music Inc One Guest Street Boston MA 02135 043538634 Music rights MA 501(c)(3) 11b WGBH true Listen to the Lion Music Inc One Guest Street Boston MA 02135 043538632 Music rights MA 501(c)(3) 11b WGBH true Great Blue Hills Music Inc One Guest Street Boston MA 02135 043312068 Music rights MA 501(c)(3) 11b WGBH true WGBH Music Inc One Guest Street Boston MA 02135 043312069 Music rights MA 501(c)(3) 11b WGBH true Public Television Playhouse Inc One Guest Street Boston MA 02135 521224699 Program distribution MA 501(c)(3) 11b WGBHKCETWNET true Public Radio International 401 2nd Ave North Ste 500 Minneapolis MN 55401 411425271 Radio network MN 501(c)(3) 7 WGBH false Public Media Distribution Company 2100 Crystal Drive Arlington VA 22202 263659281 Distribution VA PBS Related 15149824 15065310 false 169671 false 0.40000 National Public Media 156 West 56th St Ste 903 New York NY 10019 261156765 Underwriting DE NPR C Corp -36663 500438 0.18000 false RoundCorner Inc 2075 Allston Way Ste 202 Berkeley CA 94704 270869701 Application DE N/A C Corp 180400 0.09700 false false true true false false false true false false true false false true false false false false false false Public Radio International b 411637 Accrual Public Radio International c 3286873 Accrual Public Media Distribution Company g 1554739 Accrual Public Media Distribution Company j 339125 Accrual RoundCorner Inc m 3000 Accrual