2016-10-27T14:42:22-05:00 2016-06-30 223271712 MERCADIEN PC PO BOX 7648 PRINCETON NJ 085437648 990 2015-07-01 210703075 THE WOODROW WILSON NATIONAL FELLOWSHIP FOUNDATION WOOD 6094527007 5 VAUGHN DRIVE NO 300 PRINCETON NJ 08540 DR STEPHANIE HULL EXECUTIVE VICE PRESIDENT & COO 6094527007 2016-10-27 1 SHERISE D RITTER CPA P00039222 6096899700 2015 2017-02-10 21:41:12Z DR STEPHANIE HULL 5 VAUGHN DRIVE NO 300 PRINCETON NJ 08540 42837935 0 X WWW.WOODROW.ORG X 1957 NJ DEDICATED TO THE ENCOURAGEMENT OF EXCELLENCE IN EDUCATION. 26 25 46 25 0 0 36356579 19102601 0 0 271562 163919 1535 0 36629676 19266520 16117665 17436537 0 0 5568064 5983476 120000 120000 813551 3719369 3279712 25525098 26819725 11104578 -7553205 47989811 41693014 5633573 6775657 42356238 34917357 TO RECEIVE AND ADMINISTER FUNDS FOR THE ESTABLISHMENT AND MAINTENANCE OF VARIOUS EDUCATIONAL PROGRAMS THAT SUPPORT, STRENGTHEN, AND PROMOTE EXCELLENCE AND OPPORTUNITY FOR STUDENTS AND TEACHERS AT ALL LEVELS OF EDUCATION, FROM PRIMARY GRADES TO THE DOCTORAL LEVEL. 0 0 5675479 4404656 HIGHER EDUCATION FELLOWSHIPS INCLUDE A SUITE OF FELLOWSHIPS THAT SUPPORT THE DEVELOPMENT OF FUTURE LEADERS AT A VARIETY OF CAREER STAGES IN SEVERAL CRITICAL FIELDS. THESE PROGRAMS SUPPORT YOUNG FACULTY IN CONTINUING THEIR CAREERS, STRENGTHEN THE REPRESENTATION OF DIVERSE GROUPS IN THE PROFESSORIATE AND DEVELOP LEADERS IN SUCH AREAS AS GENDER STUDIES AND ETHICS, AS WELL AS PREPARE EXPERTS FOR THE UNITED STATES FOREIGN SERVICE. 19206282 13031881 TEACHING AND LEADERSHIP FELLOWSHIPS IS A MAJOR EFFORT TO RECRUIT, PREPARE, AND MENTOR CANDIDATES FOR SCHOOL LEADERSHIP AS WELL AS TEACHING IN HIGH-NEED SUBJECTS LIKE MATHEMATICS AND THE SCIENCES, TRANSFORM THEIR CLINICAL PREPARATION FOR TEACHING, AND SUPPORT THEIR COMMITMENT TO LONG-TERM CAREERS IN HIGH-NEED URBAN AND RURAL SCHOOLS. 24881761 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 270 0 46 1 0 0 0 0 0 0 0 0 0 0 X 26 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ AK AL AR CA CT FL GA HI IL KS KY ME MD MA MN MS NH NY NC ND OK OR PA RI SC TN UT VA WV WI NM X DR STEPHANIE HULL 6094527007 5 VAUGHN DRIVE NO 300 PRINCETON NJ 08540 WALTER W BUCKLEY JR TRUSTEE/ CHAIR EMERITUS 5.50 X 0 0 0 JANE PHILLIPS DONALDSON TRUSTEE 1.00 X 0 0 0 CARL FERENBACH TRUSTEE 0.50 X 0 0 0 JENNIFER GRUENBERG TRUSTEE 5.00 X 0 0 0 N GERRY HOUSE TRUSTEE 3.00 X 0 0 0 ROBERT F JOHNSTON TRUSTEE 1.00 X 0 0 0 THOMAS KALINSKE TRUSTEE 1.00 X 0 0 0 MARTHA KANTER TRUSTEE 1.00 X 0 0 0 JOHN KATZMAN TRUSTEE 1.50 X 0 0 0 SHIRLEY STRUM KENNY TRUSTEE 2.00 X 0 0 0 WILLIAM LILLEY III TRUSTEE 2.00 X 0 0 0 FRANCISCO A LORENZO TRUSTEE 1.00 X 0 0 0 LAUREN MADDOX TRUSTEE 1.00 X 0 0 0 NANCY WEISS MALKIEL TRUSTEE/ CHAIR EMERITA 1.00 X 0 0 0 KAREN OSBORNE TRUSTEE 1.00 X 0 0 0 MATTHEW PITTINSKY TRUSTEE 1.00 X 0 0 0 DEBORAH H QUAZZO TRUSTEE 1.00 X 0 0 0 E JOHN RICE JR TRUSTEE 1.00 X 0 0 0 JUDITH A RIZZO TRUSTEE 2.00 X 0 0 0 SUNA SAID TRUSTEE 1.00 X 0 0 0 RICHARD SARNOFF TRUSTEE 1.00 X 0 0 0 LUTHER TAI TRUSTEE 2.00 X 0 0 0 GEORGE A WEISS TRUSTEE 5.00 X 0 0 0 JESSIE WOOLLEY-WILSON TRUSTEE 2.00 X 0 0 0 THOMAS C HUDNUT CHAIR 5.00 X X 0 0 0 ARTHUR LEVINE PRESIDENT 40.00 X X 574461 0 35168 STEPHANIE HULL EXECUTIVE VP AND COO 40.00 X 418319 0 33014 BEVERLY SANFORD SECRETARY/VICE PRESIDENT 40.00 X 228807 0 29815 LEANN BUNTROCK DIRECTOR, MBA IN EDUCATION LEADERSHIP PROGRAM 40.00 X 256665 0 43395 DEBORAH HIRSCH EXECUTIVE DIRECTOR, WOODROW WILSON ACADEMY 40.00 X 187832 0 35666 JOSE OCHOA DIRECTOR, TEACHING FELLOWSHIPS 40.00 X 159587 0 18728 THOMAS BORDENKIRCHER STATE DIRECTOR, TEACHING FELLOWSHIPS 40.00 X 137785 0 21196 JONATHON HABER DIRECTOR, LEARNING ASSESSMENT 40.00 X 138542 0 10137 PATRICK RICCARDS DIRECTOR, MEDIA RELATIONS AND STRATEGY 40.00 X 187857 0 36111 NAN ROSSIEN CONTROLLER 40.00 X 135035 0 25081 AUDRA WATSON DIRECTOR, MENTORING AND INDUCTION 40.00 X 124215 0 19044 2549105 0 307355 11 0 1 0 CLEARVIEW CONSULTING LLC 177 PILGRIM DRIVE HOLDEN MA 01520 PROGRAM CONSULTING 258829 PODESTA GROUP 1001 G STREET NW SUITE 900 EAST WASHINGTON DC 20008 PROFESSIONAL FUNDRAISING 120000 2 7095203 12007398 1560254 19102601 241068 241068 23494266 23571415 -77149 -77149 -77149 19266520 0 0 163919 2653950 2653950 14782587 14782587 2300195 1887695 365583 46917 3037570 2339496 317971 380103 466439 360646 48363 57430 179272 137543 19297 22432 8272 8272 32076 32076 120000 120000 37848 6074 28641 3133 1783506 1771582 1211 10713 636471 321832 218859 95780 764620 612084 75493 77043 16919 16919 26819725 24881761 1124413 813551 1141210 1295707 1438903 1294312 17321969 9390679 82480 147217 264653 199587 51222 65066 27954027 29500033 47989811 41693014 448446 491860 5175000 6262000 10127 21797 5633573 6775657 X 2305341 3044011 38421202 30243651 1629695 1629695 42356238 34917357 47989811 41693014 -7553205 114324 0 X X 0 1 X 1 1 1 X 21288273 21307505 15361476 36356579 19102601 113416434 21288273 21307505 15361476 36356579 19102601 113416434 45006597 68409837 298577 260881 184627 176418 179581 1100084 535 192 1535 2262 114518780 0.59740 0.61240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1629695 35905 35905 1629695 1629695 61223 61223 1629695 1629695 149342 149342 1629695 2355362 586 131018 857271 1629695 2263154 92208 31476 31476 2355362 1.00000 0 0 44529 23480 21049 220124 176107 44017 65066 CAPITAL LEASES 21797 21797 19380844 114324 114324 19266520 0 19266520 26819725 0 26819725 0 26819725 PART V, LINE 4: THE EARNINGS ON THE ENDOWMENTS ARE TO BE USED FOR THE VARIOUS PROGRAM INITIATIVES AS STIPULATED BY THE DONORS. X X X X 1 PODESTA GROUP 1001 G STREET NW SUITE 900 EAST WASHINGTON DC 20001 SOLICITATION OF GOVERNMENT GRANTS 0 0 120000 -120000 120000 -120000 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY 1 BALL STATE UNIVERSITY 2100 RIVERSIDE AVE MUNCIE IN 47306 356000221 501(C)(3) 84000 TEACHING & LEADERSHIP FELLOWSHIPS COLUMBUS STATE UNIVERSITY 4225 UNIVERSITY AVENUE COLUMBUS GA 31907 586011208 501(C)(3) 99246 TEACHING & LEADERSHIP FELLOWSHIPS EASTERN MICHIGAN UNIVERSITY 900 OAKWOOD STREET YPSILANTI MI 48197 382953297 501(C)(3) 26000 TEACHING & LEADERSHIP FELLOWSHIPS INDIANA STATE UNIVERSITY FOUNDATION 30 NORTH 5TH STREET TERRE HAUTE IN 47807 356045550 501(C)(3) 116000 TEACHING & LEADERSHIP FELLOWSHIPS INDIANA UNIVERSITY 107 S INDIANA AVENUE BLOOMINGTON IN 47405 356001673 501(C)(3) 261225 TEACHING & LEADERSHIP FELLOWSHIPS MASSACHUSETTS INSTITUTE OF TECHNOLOGY 77 MASSACHUSETTS AVENUE CAMBRIDGE MA 02139 042103694 501(C)(3) 642626 TEACHING & LEADERSHIP FELLOWSHIPS MICHIGAN STATE UNIVERSITY 426 AUDITORIUM BOULEVARD EAST LANSING MI 48824 386005984 501(C)(3) 67651 TEACHING & LEADERSHIP FELLOWSHIPS MILWAUKEE SCHOOL OF ENGINEERING 1025 N BROADWAY MILWAUKEE WI 53202 390477970 501(C)(3) 184884 TEACHING & LEADERSHIP FELLOWSHIPS MONTCLAIR STATE UNIVERSITY 1 NORMAL AVE MONTCLAIR MONTCLAIR NJ 07043 226017209 501(C)(3) 70000 TEACHING & LEADERSHIP FELLOWSHIPS PIEDMONT COLLEGE 1021 CENTRAL AVE DEMOREST GA 30535 580566212 501(C)(3) 95000 TEACHING & LEADERSHIP FELLOWSHIPS PURDUE UNIVERSITY 400 CENTRAL DRIVE WEST LAFAYETTE IN 60673 356002041 501(C)(3) 78000 TEACHING & LEADERSHIP FELLOWSHIPS ROWAN UNIVERSITY 201 MULLICA HILL RD GLASSBORO NJ 08028 222764819 501(C)(3) 57355 TEACHING & LEADERSHIP FELLOWSHIPS RUTGERS UNIVERSITY - CAMDEN 303 COOPER ST CAMDEN NJ 08102 226001086 501(C)(3) 10297 TEACHING & LEADERSHIP FELLOWSHIPS THE COLLEGE OF NEW JERSEY 2000 PENNINGTON RD EWING TOWNSHIP NJ 08618 222448189 501(C)(3) 64710 TEACHING & LEADERSHIP FELLOWSHIPS THE INSTITUTE OF PLAY 134 W 26TH ST 780 NEW YORK NY 10001 208220333 501(C)(3) 141750 TEACHING & LEADERSHIP FELLOWSHIPS UNIVERSITY OF INDIANAPOLIS 1401 EAST HANNA AVENUE INDIANAPOLIS IN 46227 350868107 501(C)(3) 124000 TEACHING & LEADERSHIP FELLOWSHIPS UNIVERSITY OF NEW MEXICO MSCO5 3090 ALBUQUERQUE NM 87131 237126805 501(C)(3) 182700 TEACHING & LEADERSHIP FELLOWSHIPS VALPARAISO UNIVERSITY 1700 CHAPEL DRIVE VALPARAISO IN 46383 350868125 501(C)(3) 66000 TEACHING & LEADERSHIP FELLOWSHIPS WAYNE STATE UNIVERSITY 42 WEST WARREN AVENUE DETROIT MI 48202 383555142 501(C)(3) 81113 TEACHING & LEADERSHIP FELLOWSHIPS WESTERN MICHIGAN UNIVERSITY 1903 WESTERN MICHIGAN AVENUE KALAMAZOO MI 49008 386007327 501(C)(3) 130683 TEACHING & LEADERSHIP FELLOWSHIPS WILLIAM PATERSON UNIVERSITY 300 POMPTON RD WAYNE NJ 07470 222781603 501(C)(3) 14710 TEACHING & LEADERSHIP FELLOWSHIPS UNIVERSITY OF MICHIGAN 440 CHURCH STREET ANN ARBOR MI 48109 386006309 501(C)(3) 56000 TEACHING & LEADERSHIP FELLOWSHIPS 22 CHARLOTTE NEWCOMBE DISSERTATION FELLOWSHIPS 22 500000 WOMEN'S STUDIES FELLOWSHIPS 10 50000 US STATE DEPARTMENT FOREIGN AFFAIRS FELLOWSHIPS TUITION AND EDU. EXPENSES 71 2976138 TEACHING FELLOWSHIPS 303 4830119 MBA FELLOWSHIPS 193 5546000 DISSERTATION/RESEARCH/TRAVEL AND CAREER ENHANCEMENT AWARDS 81 880330 PART I, LINE 2: RECIPIENTS FOR ALL GRANTS AND FELLOWSHIPS ARE SELECTED FROM A POOL OF QUALIFIED APPLICANTS BY SELECTION COMMITTEES ACCORDING TO THE PROGRAM CRITERIA. RECIPIENTS ARE MONITORED THROUGHOUT THE TERM OF THE GRANT OR FELLOWSHIP BY FOUNDATION STAFF TO ENSURE THAT THEY CONTINUE TO MEET THE ELIGIBILITY CRITERIA SPECIFIC TO THEIR GRANT OR FELLOWSHIP PROGRAM. X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 ARTHUR LEVINE PRESIDENT 574461 0 0 0 0 0 26500 0 8668 0 609629 0 0 0 STEPHANIE HULL EXECUTIVE VP AND COO 418319 0 0 0 0 0 26500 0 6514 0 451333 0 0 0 BEVERLY SANFORD SECRETARY/VICE PRESIDENT 228807 0 0 0 0 0 23172 0 6643 0 258622 0 0 0 LEANN BUNTROCK DIRECTOR, MBA IN EDUCATION LEADERSHI 256665 0 0 0 0 0 26136 0 17259 0 300060 0 0 0 DEBORAH HIRSCH EXECUTIVE DIRECTOR, WOODROW WILSON A 187832 0 0 0 0 0 19285 0 16381 0 223498 0 0 0 JOSE OCHOA DIRECTOR, TEACHING FELLOWSHIPS 159587 0 0 0 0 0 15986 0 2742 0 178315 0 0 0 THOMAS BORDENKIRCHER STATE DIRECTOR, TEACHING FELLOWSHIPS 137785 0 0 0 0 0 13998 0 7198 0 158981 0 0 0 PATRICK RICCARDS DIRECTOR, MEDIA RELATIONS AND STRATE 187857 0 0 0 0 0 19500 0 16611 0 223968 0 0 0 NAN ROSSIEN CONTROLLER 135035 0 0 0 0 0 13952 0 11129 0 160116 0 0 0 PART I, LINE 1A THE FOUNDATION PAYS FOR A CLUB MEMBERSHIP THAT ALLOWS FOR USE OF MEETING SPACE BY FOUNDATION EMPLOYEES IN NEW YORK CITY. THE CLUB MEETING SPACE IS USED PRIMARILY FOR THE PRESIDENT AND EXECUTIVE VICE PRESIDENT & COO TO MEET WITH PROSPECTIVE DONORS AND PARTNERS IN THE NEW YORK CITY AREA. THE CLUB MEETING SPACE IS ONLY USED FOR FOUNDATION BUSINESS BY FOUNDATION EMPLOYEES, AND PERSONAL MEALS AND EXPENSES INCURRED BY FOUNDATION EMPLOYEES AT THE CLUB ARE NOT REIMBURSED BY THE FOUNDATION. LAUREN MADDOX LAUREN MADDOX IS A TRUSTEE OF THE ORGANIZATION & PRINCIPAL OF PODESTA GROUP 120000 THE FOUNDATION ENGAGED THE PODESTA GROUP TO ASSIST WITH PROCURING GOVERNMENT GRANTS FOR THE FOUNDATION. LAUREN MADDOX RECEIVES NO COMPENSATION AS A RESULT OF THIS ARRANGEMENT. 0 X 6 1560254 FAIR MARKET VALUE 0 1 0 FORM 990, PART IV, LINE 11F: THE ORGANIZATION DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS UNDER FIN 48 (ASC 740) SO THIS DISCLOSURE IS NO LONGER REQUIRED BASED ON RECENT GUIDANCE BY THE AICPA. FORM 990, PART VI, SECTION B, LINE 11 DRAFT OF FORM 990 IS PROVIDED TO THE FINANCE COMMITTEE FOR ITS REVIEW. A FINAL COPY OF THE 990 IS MADE AVAILABLE TO THE FULL BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION SENDS ALL BOARD MEMBERS AND KEY EMPLOYEES AN ANNUAL CONFLICT OF INTEREST POLICY CERTIFICATION, IN ADDITION ALL BOARD MEMBERS AND KEY EMPLOYEES ARE SENT AN ANNUAL FORM 990 DISCLOSURE, WHICH REQUESTS DISCLOSURE OF ANY INTEREST THAT COULD GIVE RISE TO CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR AND THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES IS APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD, BASED ON A BENCHMARKING STUDY PROVIDED TO THE COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES THE RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR.