2017-05-15T10:31:36-07:00 2016-06-30 990 2015-07-01 030179592 WORLD LEARNING INC WORL 8022577751 1 Kipling Road PO Box 676 Brattleboro VT 05302 Konstantin Lomidze CFO 8022583431 2017-04-28 2015 2021-01-29 14:40:06Z Donald Steinberg 1 Kipling Rd PO Box 676 Brattleboro VT 05302 149158866 0 X www.worldlearninginc.org X 1932 VT Our mission is to empower people and strengthen institutions through education, development, and exchange programs. 22 21 884 80 -32482 -35382 3292785 2409466 143962246 141943037 2864323 1475002 480235 295346 150599589 146122851 31072365 21161355 0 0 40970670 43719869 79739 94632 1410507 77340971 83996537 149463745 148972393 1135844 -2849542 82906314 76637746 26477767 26555738 56428547 50082008 World Learning Inc., founded in 1932, is a private, nonprofit organization that envisions a just world of engaged citizens and thriving communities. Our mission is to empower people and strengthen institutions through education, exchange and development programs that will make this vision a reality. Educational initiatives provide knowledge and skills, and create personal connections to bridge cultural differences. Locally driven international development projects build the foundations of citizen participation in under-represented communities around the world. By connecting people through experiential learning and opportunities to practice what the Organization teaches, World Learning has created a global network of more than 100,000 students and alumni, faculty, staff, and in-country partners working together to inspire and lead effective social change. 0 0 85199290 15631687 90860132 Global Development and Exchange - For more than twenty-five years, World Learning has worked to bridge the gap between the desire for human development and the ability to achieve that goal. This year, in more than 20 countries around the globe, our programs build the capacity of individuals, communities, and institutions to take ownership of their own development, secure just and effective policies and structures, and create sustainable positive change. Activities include training activists in Myanmar, teaching nurses in Malawi, supporting Tech Camps for youth in Algeria, assisting primary schools in Lebanon, and supporting STEM education in Egypt. Each year in the US we provide more than 2,000 youth and professionals from 144 different countries with exchange and training programs on a variety of subjects, including business, education, agriculture, media, politics, health, and leadership. Our approach to development employs strong local partnerships and uses experiential methods grounded in the organization's more than 80 years of teacher training to provide the tools needed for improved awareness and attitudes aligned with enhanced knowledge and skills. Our theory of change is grounded in the belief that these tools can be and will be applied and reapplied to address the most pressing global and local development challenges of youth leadership; workforce development; the marginalization of disadvantaged groups; literacy and access to quality education; and government accountability. World Learning's core competencies are: 1) Education, 2) Youth Leadership, 3) International Exchange, and 4) Local Institutional Strengthening & Training. We are funded by various private and institutional donors including the US Department of State and the United States Agency for International Development. Learn more at: https://www.worldlearning.org/our-impact. 25305440 1308627 31030207 Study Abroad - A pioneer in experiential, field-based study abroad, WL offers semester, summer, and custom term programs for undergraduate students in over 25 countries worldwide, as well as comparative programs in multiple locations. Our program mission: Prepare students to be inter-culturally effective leaders, professionals, and citizens. In doing so, WL fosters a worldwide network of individuals and organizations committed to responsible global citizenship. Study Abroad fulfils this mission with field-based accredited academic study abroad programs for undergraduates. The Study Abroad experience includes: rigorous academic programs through a field-based, experiential approach; undergraduate research through Independent Study Project Case Studies; cultural immersion through fieldwork, intensive language classes, and urban and rural home stays with local families; a small group of students in each program, supported by WL faculty and staff, home-stay families, in-country experts, and community members; and, a commitment to reciprocity as the foundation of our educational philosophy. Over 2,000 students from 250-plus U.S. colleges and universities study in over 25 countries each year. SIT Independent Study Projects often lead to advanced research including Fulbright and Watson fellowships. Learn more at www.sit.edu/studyabroad/. 6434984 2165173 6464352 SIT Graduate Institute - The SIT Graduate Institute offers graduate students and professionals internationally focused full-time and low-residency accredited master's degrees, as well as certificate and professional development programs. Program options are provided in Vermont and Washington, DC. The Institute's mission: prepare students to be inter-culturally effective leaders, professionals, and citizens. In doing so, WL fosters a worldwide network of individuals and organizations committed to responsible global citizenship. Programs include international education, NGO and nonprofit management, sustainable development, social justice in intercultural relations, conflict transformation, and Teaching English to Speakers of Other Languages (TESOL). SIT alumni and partners are engaged in creating, leading and developing social justice, educational and international development organizations around the world. Degree candidates, include high-ranking government officials and leaders in civil society from the developing world, come from more than 35 countries and collectively speak over 60 languages. SIT served as a training center for early Peace Corps volunteers and attracts many returned volunteers as staff and students. WL's academic programs offered through SIT (founded as the School for International Training) are accredited by the New England Association of Schools and Colleges through its Commission on Institutions of Higher Education. Learn more at www.sit.edu/graduate/. 6788540 256512 8860481 International Honors Programs - International Honors Program (IHP), a program within World Learning/Study Abroad, offers undergraduate students a unique comparative learning opportunity to analyze and contrast today's global conditions, evaluate issues and challenges, and compare solutions across countries and cultures. IHP participants study issues relating to public health, the environment, globalization, urban planning, governance, social justice, and human rights. Learn more about IHP at http://studyabroad.sit.edu/sn/programs/locations/ihp-comparative/ 5581623 1799356 3665605 The Experiment in International Living - World Learning's founding program has been offering immersive cross-cultural exchanges, fun and thought-provoking adventures, and experiential learning programs since 1932. Today, EIL provides three-to-five-week summer programs for high school students in over 25 countries worldwide. The program's mission: create meaningful, dynamic experiences for students eager to challenge themselves and engage their sense of global citizenry. Each program is an authentic journey challenging participants to develop a close connection with the people and culture of another country. Through home stays, community service, language training, outdoor adventure, art, and experiential learning, students build leadership and communication skills, gain essential international experience, increase self-confidence, and enhance global awareness. The Experiment has introduced more than 70,000 young people to international issues. Annually, over $1.5 million in scholarships are funded by the philanthropic generosity of former Experimenters and other World Learning supporters. Learn more at www.experimentinternational.org. 7490531 0 1217666 Other program services, including SIT program support and auxiliary student services. 19860694 2055868 13743752 136800408 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 1 1 1 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 454 0 1 884 1 1 1 1 AG AO AQ AR AS BL BM BR CH CI CM EC EG ET EZ GH IN JM JO KE LE LI MA MG NL NP NU PE PK PM RI RW SF SG SZ TZ UG UK VM 0 0 0 0 0 0 0 0 X 22 21 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AK AL AR CA CO CT FL GA HI IL KS KY LA MA MD ME MI MN MO MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV X X Mersea Mulat Boku 8022583491 1 Kipling Road PO Box 676 Brattleboro VT 05302 Allen B Cutler Trustee 1.5 0 X 0 0 0 Brian Atwood Trustee [through 08/2015] 1.5 0 X 0 0 0 Brian B Stephens Trustee [through 05/2016] 1.5 0 X 0 0 0 Carole Wood Trustee [from 02/2016] 1.5 0 X 0 0 0 Charles F MacCormack Trustee 1.5 0 X 0 0 0 Cheryl Winter Lewy Trustee;Vice Chair 1.5 0 X X 0 0 0 Donald K Steinberg President and CEO 55 0 X X 316708 0 15479 Emilie M Ogden Trustee 1.5 0 X 0 0 0 Lawrence S Cooley Trustee 1.5 0 X 0 0 0 Leonade Jones Trustee 1.5 0 X 0 0 0 Lynne Maguire Trustee 1.5 0 X 0 0 0 Micheal Clarfeld Trustee [from 02/2016] 1.5 0 X 0 0 0 Michael Geisler Trustee 1.5 0 X 0 0 0 Morris Rossabi Trustee 1.5 0 X 0 0 0 Paul S Muther Trustee 1.5 0 X 0 0 0 Richard J Adler Trustee 1.5 0 X 0 0 0 Richard Keim Trustee 1.5 0 X 0 0 0 Robert C Chase Trustee 1.5 0 X 0 0 0 Robert W Adams Trustee 1.5 0 X 0 0 0 Sharon Lim Trustee 1.5 0 X 0 0 0 Thomas Hiatt Trustee; Board Chair 1.5 0 X X 0 0 0 Thomas H Fox Trustee 1.5 0 X 0 0 0 Virginia A Loeb Trustee; Vice Chair 1.5 0 X X 0 0 0 William Michaelcheck Trustee; Vice Chair 1.5 0 X X 0 0 0 Konstantin Lomidze SVP Finance, CFO and Treasurer 55 0 X 257371 0 22110 Carol Jenkins President, World Learning Global Development & Exchange 55 0 X 206748 0 12953 John Lucas EVP for Academic Affairs, Provost, Chief Academic Officer 55 0 X 206798 0 15624 Lisa Rae SVP of Legal Affairs and General Counsel 55 0 X 183725 0 21759 Rachel Henry Vice President, Operations 55 0 X 152135 0 24916 Kimberly M Abbott Vice President, Marketing and Communications 55 0 X 147383 0 1485 Thomas P Navin VP, Philanthropy & Alumni Engagement 55 0 X 130825 0 16394 Bethaney M Laclair Chief of Staff and Corporate Secretary 55 0 X 100941 0 18182 Martin N Schulman Chief Of Party 40 0 X 195835 0 11894 Christopher Bramwell Chief of Party 40 0 X 175155 0 11529 Scott R Lansell Divisional Vice President 40 0 X 161655 0 9586 Teresa M Pausic Sr Director Of Operations 55 0 X 157748 0 14961 Fern Teodoro Chief Of Party 40 0 X 155152 0 23661 Paul Dery Former Acting CFO 40 0 X 115573 0 10943 2663752 0 231476 45 1 1 0 Grant Thornton LLP 75 State Street Boston MA 02109 Accounting audit and tax services 235542 RuffaloCody Holdings LLC Ruffalo Noel Levitz 1025 Kirkwood Parkway SW Cedar Rapids IA 52404 Fundraising telemarketing services 156415 RPKGroup LLC 3 Church Circle Ste 164 Annapolis MD 21401 Academic Portfolio and Efficiency Review 116015 3 0 0 0 0 0 2409466 66506 2409466 Int'l Development & Echange Progs 900099 90860132 90860132 0 0 Study Abroad 611600 31030207 31030207 0 0 Int'l Honors Program 611600 8860481 8860481 0 0 SIT Graduate Institute 611600 6464352 6464352 0 0 The Experiment in Int'l Living 611110 3665605 3665605 0 0 1062260 1062260 0 0 141943037 395713 0 -46066 441779 0 0 0 0 228 0 0 228 29600 0 0 0 29600 0 29600 0 0 29600 4115304 0 3036015 0 1079289 0 1079289 0 13584 1065705 0 TESOL Certificates & English Language Assessments Fee 611600 155406 155406 0 0 Credit card rebate 611600 77887 0 0 77887 El Café Sales 611600 20207 0 0 20207 12018 0 0 12018 265518 146122851 142098443 -32482 1647424 9318033 9318033 4031712 4031712 7811610 7811610 0 0 1750416 324797 1271003 154616 0 0 0 0 33779767 30271109 2994925 513733 942140 855532 75170 11438 5435047 4714043 622654 98350 1812499 1564161 214683 33655 432091 102032 303881 26178 655959 290918 365041 0 0 0 0 0 94632 94632 369254 323318 45936 0 3708918 2029895 1575153 103870 676424 611088 63244 2092 2570835 1665177 815254 90404 1220560 1093039 102017 25504 0 0 0 0 3748123 3260254 476138 11731 5524837 5232535 244122 48180 0 0 0 0 241773 227933 12548 1292 109114 0 109114 0 0 0 0 0 1450618 450740 996621 3257 344691 16739 327952 0 Direct program costs: IDEP 40758907 40758907 0 0 Direct program costs: SSA 18544562 18544562 0 0 Direct program costs: EIL 2654706 2654706 0 0 Direct program costs: Grad 153806 153806 0 0 831359 493762 146022 191575 148972393 136800408 10761478 1410507 1719075 2614748 2094724 1947825 17511849 15200507 1231406 978127 0 0 0 0 879605 831679 0 0 3813305 4330348 19768388 14289513 6060115 5478875 30804908 27897463 17910391 16407501 0 0 0 0 880936 950673 82906314 76637746 7121568 7693074 0 0 9036401 10168755 0 0 0 0 0 0 138444 85743 9303282 7822249 878072 785917 26477767 26555738 X 11998608 9771927 13384837 9091147 31045102 31218934 56428547 50082008 82906314 76637746 X -2849542 -3494957 0 0 0 -2040 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 45591487 174932 -2406436 1132526 757855 0 41469602 47219724 383184 265031 1310439 966013 0 45591487 42414619 98146 6724180 1243316 773905 0 47219724 40358328 60831 3975805 1392536 587809 0 42414619 43895184 575658 -2441304 719866 951344 0 40358328 0.12 0.75 0.13 0 0 0 479922 479922 0 8547114 6198236 2348878 0 137380 16028 121352 0 6409145 4756319 1652826 0 4194827 3318930 875897 5478875 Asset Allocation Strategies 7307845 F Alt. strategies: Commodities 805058 F Alt. strategies: hedge funds 3837675 F Alt. strategies: private equity 2424308 F Alt. strategies: real estate funds 352725 F Cash and cash equivalent 1679890 F 16407501 0 PERKINS Federal Contribution 785917 785917 X Schedule D, Part V, Line 4 World Learning's Endowment Fund (the "Fund") is a long-term financial resource for World Learning and the execution of its mission. On an annual basis the Fund provides important financial resources to World Learning, primarily in the forms of 1) scholarship funding for participants in its academic and exchange programs and, 2) support for programs, new initiatives and field projects. Schedule D, Part X, Line 2 World Learning is a not-for-profit organization as described in Section 501(c)(3) of the Internal Revenue Code, as amended (the Code), and is generally exempt from income taxes pursuant to Section 501(a) of the Code. Certain of World Learning's foreign subsidiaries are organized as taxable entities in their respective countries. Income taxes attributable to the operations of these entities are determined by applying the asset and liability method. The Organization is required to assess uncertain tax positions. While tax years ended June 30, 2013, 2014, 2015, and 2016 are still open to examination, management has determined that there were no uncertain positions that are material to the consolidated financial statements. It is the Organization's policy to record estimated interest and penalties, if any, as part of general support expense. 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 World Learning's non-discrimination policy is published in its printed promotional materials and printed registration materials, and also made available on the organization's website. World Learning does not discriminate on the basis of race, color, ethnic or national origin, sex, sexual orientation, gender identity, religion, age, ancestry, disability, military status, veteran status, or other non-merit reasons, in admissions, educational programs, or activities and employment, and complies with all applicable federal and state laws regarding nondiscrimination and affirmative action, including Title IX of the Education Amendments of 1972 and Section 504 of the Rehabilitation Act of 1973, and Title VII of the Civil Rights Act of 1964. Schedule E, Part I, Line 6 World Learning receives funding from the US Department of Education in the form of Federal Stafford and Perkins Loans for eligible SIT Graduate Institute students. 1 Central America and the Caribbean 3 4 Program Services Education 1160432 Central America and the Caribbean 0 0 Grantmaking Education 64779 Central America and the Caribbean 1 1 Program Services Health 148711 Central America and the Caribbean 0 0 Grantmaking Health 39369 East Asia and the Pacific 1 23 Program Services Civil Society and Governance 372671 East Asia and the Pacific 0 0 Grantmaking Civil Society and Governance 28299 East Asia and the Pacific 6 7 Program Services Education 3908396 East Asia and the Pacific 0 0 Grantmaking Education 166487 East Asia and the Pacific 0 0 Grantmaking Exchange and Training 35735 Europe (including Iceland and Greenland) 3 9 Program Services Education 4220703 Europe (including Iceland and Greenland) 0 0 Grantmaking Education 184899 Europe (including Iceland and Greenland) 1 11 Program Services Exchange and Training 7746738 Europe (including Iceland and Greenland) 0 0 Grantmaking Exchange and Training 12247 Middle East and North Africa 0 0 Grantmaking Civil Society and Governance 33405 Middle East and North Africa 5 77 Program Services Education 14137902 Middle East and North Africa 0 0 Grantmaking Education 2216812 Middle East and North Africa 1 14 Program Services Exchange and Training 2453153 Middle East and North Africa 0 0 Grantmaking Exchange and Training 219985 North America (including Canada and Mexico, but not the United States) 0 0 Program Services Education 81502 North America (including Canada and Mexico, but not the United States) 1 3 Program Services Exchange and Training 348829 Russia and the newly independent States 0 0 Program Services Education 7021 Russia and the newly independent States 0 0 Program Services Exchange and Training 671956 Russia and the newly independent States 0 0 Grantmaking Exchange and Training 273208 South America 5 13 Program Services Education 6655877 South America 0 0 Grantmaking Education 363153 South America 1 4 Program Services Exchange and Training 98151 South America 0 0 Grantmaking Exchange and Training 31415 South Asia 0 0 Grantmaking Civil Society and Governance 17094 South Asia 2 185 Program Services Education 6674698 South Asia 0 0 Grantmaking Education 168260 South Asia 1 30 Program Services Exchange and Training 4620333 South Asia 0 0 Grantmaking Exchange and Training 234193 Sub-Saharan Africa 2 5 Program Services Civil Society and Governance 2259614 Sub-Saharan Africa 0 0 Grantmaking Civil Society and Governance 2801044 Sub-Saharan Africa 10 23 Program Services Education 4815234 Sub-Saharan Africa 0 0 Grantmaking Education 455819 Sub-Saharan Africa 1 7 Program Services Exchange and Training 1511171 Sub-Saharan Africa 0 0 Grantmaking Exchange and Training 15433 Sub-Saharan Africa 1 67 Program Services Health 1811442 Sub-Saharan Africa 0 0 Grantmaking Health 449974 45 483 71516144 Central America and the Caribbean Health 18471 wire transfers 0 n/a n/a Central America and the Caribbean Health 7556 wire transfers 0 n/a n/a East Asia and the Pacific Civil Society Strengthening 28299 wire transfers 0 n/a n/a East Asia and the Pacific Deliver program to PAX 12636 wire transfers 0 n/a n/a East Asia and the Pacific Deliver program to PAX 23099 wire transfers 0 n/a n/a Europe (including Iceland and Greenland) Civil Society Strengthening 1266950 wire transfers 0 n/a n/a Europe (including Iceland and Greenland) Health 6005 wire transfers 0 n/a n/a Middle East and North Africa Deliver program to PAX 289194 wire transfers 0 n/a n/a Middle East and North Africa Deliver program to PAX 1379673 wire transfers 0 n/a n/a Middle East and North Africa Deliver program to PAX 219985 wire transfers 0 n/a n/a Middle East and North Africa Education 12744 wire transfers 0 n/a n/a Middle East and North Africa Education 12808 wire transfers 0 n/a n/a Middle East and North Africa Education 12744 wire transfers 0 n/a n/a Middle East and North Africa Education 12744 wire transfers 0 n/a n/a Middle East and North Africa Education 12744 wire transfers 0 n/a n/a Middle East and North Africa Education 11503 wire transfers 0 n/a n/a Middle East and North Africa Education 7500 wire transfers 0 n/a n/a Middle East and North Africa Education 27524 wire transfers 0 n/a n/a Middle East and North Africa Education 11503 wire transfers 0 n/a n/a Middle East and North Africa Education 11500 wire transfers 0 n/a n/a Middle East and North Africa Education 15986 wire transfers 0 n/a n/a Middle East and North Africa Education 11503 wire transfers 0 n/a n/a Middle East and North Africa Education 11503 wire transfers 0 n/a n/a Middle East and North Africa Education 15986 wire transfers 0 n/a n/a Middle East and North Africa Education 15986 wire transfers 0 n/a n/a Middle East and North Africa Education 18354 wire transfers 0 n/a n/a Middle East and North Africa Education 11503 wire transfers 0 n/a n/a Middle East and North Africa Education 7454 wire transfers 0 n/a n/a Middle East and North Africa Special Programs to Aid the Needs of Survivors 33405 wire transfers 0 n/a n/a Middle East and North Africa Special Programs to Aid the Needs of Survivors 24828 wire transfers 0 n/a n/a Russia and the newly independent States Deliver program to PAX 268208 wire transfers 0 n/a n/a South America Deliver program to PAX 18675 wire transfers 0 n/a n/a South America Deliver program to PAX 12740 wire transfers 0 n/a n/a South Asia Deliver program to PAX 135034 wire transfers 0 n/a n/a South Asia Deliver program to PAX 99159 wire transfers 0 n/a n/a South Asia Special Programs to Aid the Needs of Survivors 17094 wire transfers 0 n/a n/a Sub-Saharan Africa Civil Society Strengthening 307071 wire transfers 0 n/a n/a Sub-Saharan Africa Civil Society Strengthening 447094 wire transfers 0 n/a n/a Sub-Saharan Africa Civil Society Strengthening 57541 wire transfers 0 n/a n/a Sub-Saharan Africa Civil Society Strengthening 27772 wire transfers 0 n/a n/a Sub-Saharan Africa Civil Society Strengthening 5042 wire transfers 0 n/a n/a Sub-Saharan Africa Civil Society Strengthening 238510 wire transfers 0 n/a n/a Sub-Saharan Africa Civil Society Strengthening 446063 wire transfers 0 n/a n/a Sub-Saharan Africa Deliver program to PAX 75187 wire transfers 0 n/a n/a Sub-Saharan Africa Deliver program to PAX 77852 wire transfers 0 n/a n/a Sub-Saharan Africa Deliver program to PAX 15433 wire transfers 0 n/a n/a Sub-Saharan Africa Health 110259 wire transfers 0 n/a n/a Sub-Saharan Africa Health 104124 wire transfers 0 n/a n/a Sub-Saharan Africa Health 34728 wire transfers 0 n/a n/a Sub-Saharan Africa Health 98147 wire transfers 0 n/a n/a Sub-Saharan Africa Health 102715 wire transfers 0 n/a n/a 36 15 Scholarships/Small grants Central America and the Caribbean 21 64779 account credit/wire 0 n/a n/a Scholarships/Small grants East Asia and the Pacific 65 166487 account credit/wire 0 n/a n/a Scholarships/Small grants Europe (including Iceland and Greenland) 70 197146 account credit/wire 0 n/a n/a Scholarships/Small grants Middle East and North Africa 89 281526 account credit/wire 0 n/a n/a Scholarships South America 131 363153 account credit 0 n/a n/a Scholarships South Asia 57 168260 account credit 0 n/a n/a Scholarships/Small grants Sub-Saharan Africa 91 302781 account credit/wire 0 n/a n/a Sub-grant Russia and the newly independent States 1 5000 Wire Transfer 0 n/a n/a 1 1 1 1 0 1 Schedule F, Part I, Line 2 Monitoring use of grants to organizations outside the US includes the following procedures: 1) obtain pre-award survey (for new grant recipients only); 2) obtain and review monthly or quarterly financial statements from recipients; 3) review financial reports and operational cash-flow status; 4) review recipients' local audit reports when available; 5) review programmatic reports from recipients; and 6) conduct monitoring and evaluation to assess sub-recipient performance. World Learning offers grants and scholarships to international students based on several criteria, including need and demonstrated commitment to the SIT's mission. Financial Aid Office awards financial aid to qualifying students based on several criteria and donors restrictions. Furthermore, in collaboration with accounts receivable office, the financial aid office monitors financial aid disbursements throughout the year. X X X X X X 1 RuffaloCODY Holdings LLC Ruffalo Noel Levitz 1025 Kirkwood Parkway SW Cedar Rapids IA 52404 Fundraising (telemarketing) services 0 125224 94600 30624 125224 94600 30624 AK AL AR CA CO CT FL GA HI IL KS KY LA MA MD ME MI MO NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV 1 Dartmouth College Dartmouth College Hanover NH 03755 020222111 501c3 125669 0 N/A N/A Deliver program to Participants Catholic Relief Services 228 W Lexington Baltimore MD 21201 135563422 501c3 483902 0 N/A N/A Civil Society Strengthening International Rescue Committee 122 East 42nd Street New York NY 10168 135660870 501c3 6006 0 N/A N/A Deliver program to Participants Global Youth Leadership Institute 135 N 76th St Milwaukee WI 53213 203963841 501c3 17420 0 N/A N/A Deliver program to Participants Souktel Inc 113 Barksdale Professional Center Newark DE 19711 205626219 127219 0 N/A N/A Special Programs to aid the needs of survivors PH International 5197 Main Street Unit 6 Waitsfield VT 05673 222644556 501c3 56640 0 N/A N/A Deliver program to Participants Gulf Coast Diplomacy Council 227 2nd Ave N Saint Petersburg FL 33701 223898121 501c3 22824 0 N/A N/A Deliver program to Participants Franklin Institute 222 N 20th St Philadelphia PA 19103 231370501 501c3 626195 0 N/A N/A Deliver program to Participants International house of metrolina 322 HAWTHORNE LN CHARLOTTE NC 28204 260510072 501c3 8667 0 N/A N/A Deliver program to Participants The 21st Century Partnership for STEM Education 101 West Elm Street Suite 350 Conshohocken PA 19428 261164919 501c3 1249118 0 N/A N/A Deliver program to Participants Cleveland Council on World Affairs 812 Huron Rd E 650 Cleveland OH 44115 340720549 501c3 149367 0 N/A N/A Deliver program to Participants Indiana University 107 S Indiana Avenue Bloomington IN 47405 356001673 501c3 172995 0 N/A N/A Deliver program to Participants Christian Blind Mission International Inc 450 East Park Avenue Greenville SC 29601 362959883 501c3 50867 0 N/A N/A Special Programs to aid the needs of survivors Center for Victims of Torture 649 Dayton Avenue St Paul MN 55104 363383933 501c3 9891 0 N/A N/A Health Montana Center for International Visitors PO Box 5114 Bozeman MT 59717 363558751 501c3 26317 0 N/A N/A Deliver program to Participants World Chicago 78 East Washington 2nd Floor Chicago IL 60602 363801521 501c3 151497 0 N/A N/A Deliver program to Participants Teaching Institute for Excellence in STEM 10900 Eucilid Avenue Cleveland OH 44106 371531888 501c3 690000 0 N/A N/A Deliver program to Participants Global Ties Detroit 111 E Kirby St 2nd Floor Detroit MI 48202 381981715 501c3 106748 0 N/A N/A Deliver program to Participants University of Minnesota University of Minnesota Minneapolis MN 55455 416007513 Gov't 87552 0 N/A N/A Deliver program to Participants Global Ties KC 30 West Pershing Road Suite 405 Kansas City MO 64108 431727811 501c3 83572 0 N/A N/A legislative fellows World Affairs Council of St Louis 812 Olive Street Suite 110 St Louis MO 63101 436040924 501c3 63265 0 N/A N/A Deliver program to Participants Risk and Strategic Management Corp 209 Elden St Ste 301 Herndon VA 20170 454125272 501c3 5720 0 N/A N/A Deliver program to Participants WorldDenver PO Box 40396 Denver CO 80204 454346778 501c3 34828 0 N/A N/A Deliver program to Participants Dacotah Territory IVP 1830 W Fulton St Suite 201 Rapid City SD 57702 460443218 501c3 15909 0 N/A N/A Deliver program to Participants Surry Scheerer LLC 1604 Morton Avenue Ann Arbor MI 48104 461611966 11250 0 N/A N/A Deliver program to Participants Lift the Children 4700 Roseville Rd North Highlands CA 95660 461835656 501c3 56660 0 N/A N/A Deliver program to Participants Project Harmony 11949 Q Street Omaha NE 68137 470789054 501c3 35403 0 N/A N/A Deliver program to Participants CHF International 8601 Georgia Avenue Suite 800 Silver Spring MD 20910 520846183 501c3 14451 0 N/A N/A Deliver program to Participants American Councils for International Education 1828 L street Northwest Washington DC 20036 521067256 501c3 19789 0 N/A N/A Capacity enhancement Management System International Inc 200 12th Street South Suite 1200 Arlington VA 22202 521215041 501c3 1196166 0 N/A N/A Deliver program to Participants Health Volunteers Overseas 1900 L Street NW Suite 310 Washington DC 20036 521485477 501c3 12846 0 N/A N/A Health World Trade Center Institute 401 East Pratt Street Baltimore MD 21202 521591820 501c3 126292 0 N/A N/A Youth Program United States International Council on Disabilities 1012 14st NW Suite 105 Washington DC 20005 521766832 501c3 39126 0 N/A N/A Capacity enhancement Pathfinder International 1201 Connecticut Avenue NW Suite 700 Washington DC 20036 530235320 501c3 48983 0 N/A N/A Strengthening NGOs Engaged in Health AMIDEAST 1730 M Street NW Ste 1100 Washington DC 20036 530243270 501c3 940822 0 N/A N/A Deliver program to Participants University of virginia PO Box 400807 Charlottesville VA 22904 540485595 Gov't 116714 0 N/A N/A Deliver program to Participants Handicap International 6930 Carroll Avenue Suite 240 Takoma Park MD 20912 550914744 501c3 81682 0 N/A N/A Special Programs to aid the needs of survivors Population Services International 1120 19th Street NW Suite 600 Washington DC 20036 560942853 501c3 129297 0 N/A N/A health International Focus Inc 3700 National Dr 214 Raleigh NC 27612 561597928 501c3 177655 0 N/A N/A Deliver program to Participants Morehouse College 830 Westview Drive SW Atlanta GA 30314 580566205 501c3 10323 0 N/A N/A Deliver program to Participants World Affairs Council of Kentucky & Southern Indiana Indiana 200 West Broadway St Suite 607 Louisville KY 40202 611078276 501c3 33390 0 N/A N/A Deliver program to Participants Buckner Children and Family Services Inc 600 N Pearl St Suite 2000 Dallas TX 75201 752571395 501c3 381324 0 N/A N/A Health IBI International 2101 Wilson Blvd Arlington VA 22201 760496363 46248 0 N/A N/A Deliver program to Participants Reed Incorporated 19440 Golf Vista Plaza Ste 230 Leesburg VA 20176 800293171 501c3 59646 0 N/A N/A Deliver program to Participants Arizona State University 1711 S Rural Rd Tempe AZ 85281 860196696 Gov't 152580 0 N/A N/A Deliver program to Participants Utah Council for Citizen Diplomacy 1840 South 1300 East Salt Lake City UT 84105 876128308 501c3 11250 0 N/A N/A Youth Program World affairs Council of Seattle 2200 Alaskan Way Suite 450 Seattle WA 98121 910586924 501c3 81624 0 N/A N/A Deliver program to Participants Foundation for International Understanding Through Students University of Washington HUB 206 Box 352233 Seattle WA 98195 910646781 501c3 30708 0 N/A N/A Youth Program World Affairs Council of Oregon 1200 SW Park Ave 3rd Floor Portland OR 97205 930568356 501c3 127796 0 N/A N/A Deliver program to Participants Nothern Nevada international Center 821 N Center St Reno NV 89501 942796785 501c3 206531 0 N/A N/A Deliver program to Participants World Institute on Disability 510 16th St Suite 100 Oakland CA 94612 942911623 501c3 10203 0 N/A N/A Special Programs to aid the needs of survivors World Vision Inc PO Box 9716 Federal Way WA 98063 951922279 501c3 413856 0 N/A N/A Civil Society Strengthening Tulsa Global Alliance 800 South Tucker Drive Tulsa OK 74104 953018799 501c3 54081 0 N/A N/A Deliver program to Participants UCP Wheel for Humanity 12750 Raymer Street Unit 4 North Hollywood CA 91605 954581144 501c3 319147 0 N/A N/A Special Programs to aid the needs of survivors 51 3 Scholarships and aid - SIT Graduate Institute; Awards funded by restricted and endowed gifts of WL 109 327551 0 n/a n/a Scholarships and aid -Experiment in International Living; Awards funded by restricted and endowed gifts of WL 329 1691318 0 n/a n/a Scholarships and aid -International Honor Program; Awards funded by restricted and endowed gifts of WL 20 57286 0 n/a n/a Small grants for individuals to participate in new program initiatives. 2 9897 0 n/a n/a Additional tuition/program fee assistance to participants of WL's enrollment based offerings is provided. Unlike awarded scholarships, tuition "discounting" is not funded by restricted and endowed gifts to WL. 335 1945660 0 n/a m/a Schedule I, Part I, Line 2 Monitoring the use of grants to organizations in the US includes the following procedures: 1) obtain pre-award survey (for new grant recipients only); 2) obtain and review monthly or quarterly financial statements from recipients; 3) pay sub-recipient based on financial reports and operational cash-flow status of recipients; 4) review recipients' annual A-133 audit reports; 5) review programmatic reports from recipients; and 6) conduct monitoring and evaluation to assess sub-recipient performance. World Learning offers grants and scholarships to US students based on several criteria, including need and demonstrated commitment to the SIT's mission. Financial Aid Office awards financial aid to qualifying students based on several criteria and donors restrictions. Furthermore, in collaboration with accounts receivable office, the financial aid office monitors financial aid disbursements throughout the year. X 1 1 X X X 0 0 0 0 0 0 0 0 0 Donald K Steinberg President and CEO 309580 0 0 0 7128 0 15479 0 0 0 332187 0 0 0 Konstantin Lomidze SVP Finance, CFO and Treasurer 256399 0 0 0 972 0 13071 0 9039 0 279481 0 0 0 John Lucas EVP for Academic Affairs, Provost, Chief Academic Officer 206037 0 0 0 761 0 8671 0 6953 0 222422 0 0 0 Carol Jenkins President, World Learning Global Development & Exchange 205632 0 0 0 1116 0 5654 0 7299 0 219701 0 0 0 Lisa Rae SVP of Legal Affairs and General Counsel 182957 0 0 0 768 0 5143 0 16616 0 205484 0 0 0 Rachel Henry Vice President, Operations 151703 0 0 0 432 0 7933 0 16983 0 177051 0 0 Martin N Schulman Chief Of Party 167791 0 0 0 28044 0 8074 0 3820 0 207729 0 0 0 Christopher Bramwell Chief of Party 141008 0 0 0 34147 0 7116 0 4413 0 186684 0 0 0 Fern Teodoro Chief Of Party 154850 0 0 0 302 0 7758 0 15903 0 178813 0 0 0 Teresa M Pausic Sr Director Of Operations 156329 0 0 0 1419 0 8008 0 6953 0 172709 0 0 0 Scott R Lansell Divisional Vice President 160225 0 0 0 1430 0 8086 0 1500 0 171241 0 0 0 Schedule J, Part I, Line 1a World Learning pays housing allowance for expatriates. In calendar year 2015, world learning paid housing allowance to Martin Schulman and Christophe Bramwell who are expatriates working in the field offices. The allowance is reported as taxable income on Sch. J, Part II, column B(iii). Schedule J, Part I, Line 4 The President has a severance agreement in his contract that provides for a separation payment up to one year of pay. X 16 65686 Market Price X 3 195 Actual retail costs X Gift Cards 20 625 Face value 0 1 0 Schedule M, Part I, Line 4 The number in column (b) represent the number of contributions. Schedule M, Part I, Lines 25-28 The number in column (b) represent the number of contributions. Form 990, Part VI, Section B, Line 11b The complete IRS FORM 990 filing is prepared by management of World Learning and reviewed in detail (and signed) by contracted tax advisors. Prior to electronically filing with the IRS, a complete copy of the organization's final Form 990 is made available to all members of World Learning's Board of Trustees. Form 990, Part VI, Section B, Line 12c World Learning's Office of General Counsel circulates the "POLICY ABOUT FIDUCIARY RESPONSIBILITY, CONFLICT OF INTEREST, INTERMEDIATE SANCTIONS AND DISCLOSURES" forms to each Trustee annually, and also to Executive Committee members. The General Counsel reviews all responses with an eye towards any disclosures that could present an issue under the "POLICY." If an issue arises, General Counsel refers the matter to the Board Chairperson, who follows up on the matter in accordance with the "POLICY." Form 990, Part VI, Section B, Line 15 Pursuant to the "POLICY ABOUT FIDUCIARY RESPONSIBILITY, CONFLICT OF INTEREST, INTERMEDIATE SANCTIONS AND DISCLOSURES," World Learning's Audit Committee, an independent committee that does not have any conflicts of interest with respect to compensation paid to the organization's executives, meets in executive session to review and approve the reasonableness of compensation for the President and CEO, along with all Officers and Senior Managers (VP level) of World Learning. Committee members who may have conflicts of interest or are otherwise not independent from WL due to a business relationship recuse themselves from this Committee vote. Surveys to which WL subscribes in order to assess the reasonableness of all executive compensation are provided, and include third-party benchmarking information in the form of compensation market conditions. This compensation review/approval process, an action item of the Audit Committee, is performed and documented annually. Form 990, Part VI, Section C, Line 19 Governance documents, such as organizational 'by-laws' and conflict-of-interest policy, are made available upon request to the Corporate Secretary of World Learning. Fiscal documentation, in the form of the organization's annual audited financial statements and 990 corporate tax filing, can be accessed on the organization's web site and are also made available upon request to the Finance Department of World Learning. Form 990, Part XI, Line 9 Losses from asset write-off and impairment: -$97,395; unrealized gain on forward contracts: $120,559 and Annuity Adjustment loss: -$25,204 World Learning Angola Rua 21 de Janeiro Q-5 Case 217 Barrio Morro Bento Luanda MunicipalitySamba AO Cross cultural training AO World Learning Inc 1 Fundacion World Learning (Argentina) Avda Del Liberator 498 Piso 3 Ciudad de Buenos Aires AR C1001ABR Cross cultural training AR World Learning Inc 1 World Learning Cyprus Ltd 41 Vyzantiou Str Apt 2 Nicosia CY 2064 Cross cultural training CY World Learning Inc 1 Centro del Programma Educational SIT (Panama) Calle Alberto Oriol Tejada 374A Ciudad del Saber Clayton PM Cross cultural training PM World Learning Inc 1 World Learning Samoa Charitable Trust PO Box 9268 Apia WS Cross cultural training WS World Learning Inc 1 Fundacion Privada World Learning (Spain) Callejon de San Cecilio 13 Albaicin Granada SP 18010 Cross cultural training SP World Learning Inc 1 Association of World Learning in Switzerland Business Center Chemin du Canal 5 Nyon SZ 1260 Cross cultural training SZ World Learning Inc 1 World Learning Inc (Zanzibar) PO Box 3040 Zanzibar TZ Cross cultural training TZ World Learning Inc 1 School for International Training SIT Toulouse C/O Institut Catholique 31 rue de la Fonderie Toulouse FR 31 000 Cross cultural training FR World Learning Inc 1 World Learning India Private LTD F-301 2nd Floor Lado Sarai New Delhi IN 110030 Cross cultural training IN World Learning Inc C 1387746 680644 0.9999 1 World Learning do Brasil Intercambrio Educational Ltda Av Dr Freitas 1624 Pedreira Belem PA BR 66087-810 Cross cultural training BR World Learning Inc C 912793 74074 0.9999 1 World Learning Australia Pty Ltd 20 Albert Street Blackburn Victoria AS 3130 Cross cultural training AS World Learning Inc C 846945 283281 1 1 World Learning SC Callejon del Carmen 101 Colonia Centro Oaxaca MX 68000 Cross cultural training MX World Learning Inc C 0 31893 0.9999 1 The School for International Training (S Africa) Intuthuko Junction 750 Francois Road Cato Manor Durban SF 4091 Cross cultural training SF World Learning Inc C 862292 79067 1 1 Charitable Remainder Unitrust (1) 75 State St Boston MA 02109 CRUT MA World Learning Inc T 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 World Learning Angola p 1820330 Actual expense reimbursement Fundacion World Learning (Argentina) p 1485454 Actual expense reimbursement Centro del Programma Educational SIT (Panama) p 334577 Actual expense reimbursement World Learning Samoa Charitable Trust p 149848 Actual expense reimbursement Association of World Learning in Switzerland p 1605690 Actual expense reimbursement World Learning Inc (Zanzibar) p 157015 Actual expense reimbursement World Learning India Private LTD p 847589 Actual expense reimbursement World Learning do Brasil Intercambrio Educational Ltda p 678337 Actual expense reimbursement World Learning Australia Pty Ltd p 818353 Actual expense reimbursement The School for International Training (S Africa) p 655549 Actual expense reimbursement