2016-05-10T13:36:02-07:00 2015-06-30 990 2014-07-01 030179592 WORLD LEARNING INC WORL 8022577751 1 Kipling Road PO Box 676 Brattleboro VT 05302 Konstantin Lomidze CFO 8022583431 2016-02-19 2014 2016-08-17 19:52:53Z Donald Steinberg 1 Kipling Rd PO Box 676 Brattleboro VT 05302 153221247 0 X www.worldlearning.org X 1932 VT Our mission is to empower people and strengthen institutions through education, development, and exchange programs. 23 22 821 85 -70667 -73467 2126884 3292785 131329857 143962246 1935337 2864323 518903 480235 135910981 150599589 27231107 31072365 0 0 37145929 40970670 30987 79739 1321063 71182495 77340971 135590518 149463745 320463 1135844 78201080 82906314 20490137 26477767 57710943 56428547 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 89147613 26385288 94337221 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. 25580200 1364450 30466411 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/. 6209104 1904536 7521138 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/. 5599144 206745 7137661 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/ 4924616 1211346 3284770 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. 7426953 0 1215045 Other program services, including SIT program support and auxiliary student services. 17950713 1418091 11637476 138887630 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 1 201 0 1 821 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 23 22 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 1.5 0 X 0 0 0 Brian B Stephens Trustee 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 295904 0 14750 Emilie M Ogden Trustee 1.5 0 X 0 0 0 Jane Edwards Trustee [through 10/2014] 1.5 0 X 0 0 0 Judith Brown Meyers Trustee [through 10/2014] 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 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 [from 02/2015] 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 Rosamond P Delori 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 15 0 X X 0 0 0 William Michaelcheck Trustee; Vice Chair [from 07/2014] 1.5 0 X X 0 0 0 John Lucas EVP for Academic Affairs, Provost, Chief Academic Officer 55 0 X 180218 0 14919 Carol Jenkins EVP for Global Development 55 0 X 170563 0 6788 Konstantin Lomidze SVP Finance & CFO [from 08/2014] 55 0 X 90171 0 6084 Lisa Gurwitch SVP, Inst Advan & Ext Relations [through 12/2014] 55 0 X 207045 0 22422 Lisa Rae SVP of Legal Affairs, General Counsel and Corporate Secretary 55 0 X 185765 0 25301 Rachel Henry Vice President, Global HR 55 0 X 114543 0 22386 Kimberly M Abbott Vice President, Communications [from 10/2014] 55 0 X 34408 0 0 Bethaney M Laclair Executive Office Director & Corporate Secretary 55 0 X 68593 0 18617 Paul Dery Acting CFO [through 09/2014] 55 0 X 130304 0 11321 Thomas P Navin Acting VP, Philan & Alumni Engmt [From 01/2015] 55 0 X 117640 0 18021 Gyula Csurgai Academic Director 40 0 X 188929 0 0 Alexandre Lambert Academic Director 40 0 X 183793 0 0 Christophe Bramwell Chief of Party 40 0 X 173309 0 13429 Kevin Carew Senior Capacity Building Advisor 40 0 X 172340 0 27649 Meredith A Mccormac Country Representative, Pakistan 40 0 X 155648 0 19348 2469173 0 221035 39 0 1 0 Grant Thornton LLP 75 State Street Boston MA 02109 Accounting audit and tax services 215793 NEPC LLC 255 State Street Boston MA 02109 Investment Consultation 129104 2 0 0 0 0 0 3292785 179565 3292785 Int'l Development & Echange Progs 900099 94337221 94337221 0 0 Study Abroad 611600 30466411 30466411 0 0 SIT Graduate Institute 611600 7521138 7521138 0 0 Int'l Honors Program 611600 7137661 7137661 0 0 The Experiment in Int'l Living 611600 3284770 3284770 0 0 1215045 1215045 0 0 143962246 421840 0 -98924 520764 0 0 0 0 109 0 0 109 44870 0 0 0 44870 0 44870 0 0 44870 5064141 0 2621658 0 2442483 0 2442483 0 28257 2414226 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Foreign currency exchange rate gain 611600 315812 0 0 315812 Credit card convenience fee and rebate 611600 66217 0 0 66217 El Café Sales 611600 36133 0 0 36133 17094 0 0 17094 435256 150599589 143962246 -70667 3415225 17822650 17822650 3163216 3163216 10086499 10086499 0 0 2194740 474054 1394559 326127 0 0 0 0 31853627 28687118 2673919 492590 858814 773441 72092 13281 4465129 4021258 374821 69050 1598360 1439470 134173 24717 0 0 0 0 337404 78373 259031 0 703074 396998 306076 0 0 0 0 0 79739 79739 369847 323837 46010 0 3650320 2718136 904997 27187 574944 502391 68839 3714 2380098 1613394 734987 31717 903162 808802 75488 18872 0 0 0 0 3755245 3283756 455708 15781 4969638 4659361 256153 54124 0 0 0 0 311492 296170 12812 2510 73328 0 73328 0 0 0 0 0 1403625 393688 1006680 3257 352757 21891 330866 0 Direct program costs: IDEP 35569784 35569784 0 0 Direct program costs: SSA 18412226 18412226 0 0 Direct program costs: EIL 2932997 2932997 0 0 Direct program costs: Grad 166119 166119 0 0 474911 242001 74513 158397 149463745 138887630 9255052 1321063 1853193 1719075 1746131 2094724 12065924 17511849 1082837 1231406 0 0 0 0 983765 879605 0 0 3061496 3813305 18899009 12838894 7153284 6060115 38580350 37018524 10955079 11696775 0 0 0 0 719021 880936 78201080 82906314 5190083 6973009 0 0 9181159 9036401 0 0 0 0 0 0 177247 280458 5061031 9303282 880617 884617 20490137 26477767 X 11955076 11998608 15197117 13384837 30558750 31045102 57710943 56428547 78201080 82906314 X 1135844 -2207771 0 0 0 -210469 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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 36458613 296453 8897685 872652 884915 0 43895184 0.12 0.68 0.2 0 0 0 479922 479922 0 8214938 5855179 2359759 0 137380 13738 123642 0 6205543 4076391 2129152 0 3861226 2893586 967640 6060115 Alt. strategies: Commodities 916768 F Alt. strategies: hedge funds 4150466 F Alt. strategies: private equity 4163429 F Alt. strategies: real estate funds 521142 F Cash and cash equivalent 1944970 F 11696775 0 PERKINS Federal Contribution 878072 Sub-lease Deposits 6545 884617 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, 2012, 2013, 2014, and 2015 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 842731 Central America and the Caribbean 0 0 Grantmaking Education 39320 Central America and the Caribbean 0 0 Program Services Exchange and Training 34201 Central America and the Caribbean 1 5 Program Services Health 403248 Central America and the Caribbean 0 0 Grantmaking Health 231224 East Asia and the Pacific 1 5 Program Services Civil Society and Governance 307448 East Asia and the Pacific 6 7 Program Services Education 3709045 East Asia and the Pacific 0 0 Grantmaking Education 147967 East Asia and the Pacific 0 0 Grantmaking Exchange and Training 622327 Europe (including Iceland and Greenland) 4 9 Program Services Education 4688862 Europe (including Iceland and Greenland) 0 0 Grantmaking Education 260277 Europe (including Iceland and Greenland) 1 12 Program Services Exchange and Training 3663030 Europe (including Iceland and Greenland) 0 0 Grantmaking Exchange and Training 447605 Middle East and North Africa 5 78 Program Services Education 22566826 Middle East and North Africa 0 0 Grantmaking Education 1321543 Middle East and North Africa 1 3 Program Services Exchange and Training 2579924 Middle East and North Africa 0 0 Grantmaking Exchange and Training 452119 North America (including Canada and Mexico, but not the United States) 0 0 Program Services Education 103512 North America (including Canada and Mexico, but not the United States) 0 0 Grantmaking Education 129352 North America (including Canada and Mexico, but not the United States) 0 0 Program Services Exchange and Training 480570 Russia and the newly independent States 0 0 Program Services Education 4209 Russia and the newly independent States 0 0 Program Services Exchange and Training 1188127 Russia and the newly independent States 0 0 Grantmaking Exchange and Training 190000 South America 5 20 Program Services Education 6882624 South America 0 0 Grantmaking Education 386610 South America 1 2 Program Services Exchange and Training 57033 South America 0 0 Grantmaking Exchange and Training 43748 South Asia 3 164 Program Services Education 5472700 South Asia 0 0 Grantmaking Education 256315 South Asia 0 18 Program Services Exchange and Training 3855129 South Asia 0 0 Grantmaking Exchange and Training 384723 Sub-Saharan Africa 2 22 Program Services Civil Society and Governance 2940316 Sub-Saharan Africa 0 0 Grantmaking Civil Society and Governance 4484712 Sub-Saharan Africa 10 23 Program Services Education 4763768 Sub-Saharan Africa 0 0 Grantmaking Education 262246 Sub-Saharan Africa 1 8 Program Services Exchange and Training 1811085 Sub-Saharan Africa 0 0 Grantmaking Exchange and Training 5159 Sub-Saharan Africa 1 65 Program Services Health 4964730 Sub-Saharan Africa 0 0 Grantmaking Health 421253 45 445 81405618 Central America and the Caribbean Health 74885 wire transfers 0 n/a n/a Central America and the Caribbean Health 47944 wire transfers 0 n/a n/a Central America and the Caribbean Health 35800 wire transfers 0 n/a n/a Central America and the Caribbean Health 26166 wire transfers 0 n/a n/a Central America and the Caribbean Health 15548 wire transfers 0 n/a n/a Central America and the Caribbean Health 14318 wire transfers 0 n/a n/a Central America and the Caribbean Health 8079 wire transfers 0 n/a n/a Central America and the Caribbean Health 7009 wire transfers 0 n/a n/a East Asia and the Pacific Civil Society Strengthening 530398 wire transfers 0 n/a n/a East Asia and the Pacific Special Programs to aid the needs of survivors 91929 wire transfers 0 n/a n/a Europe (including Iceland and Greenland) Civil Society Strengthening 1110008 wire transfers 0 n/a n/a Europe (including Iceland and Greenland) Special Programs to aid the needs of survivors 346425 wire transfers 0 n/a n/a Europe (including Iceland and Greenland) Special Programs to aid the needs of survivors 49880 wire transfers 0 n/a n/a Europe (including Iceland and Greenland) Special Programs to aid the needs of survivors 33584 wire transfers 0 n/a n/a Europe (including Iceland and Greenland) Special Programs to aid the needs of survivors 17716 wire transfers 0 n/a n/a Middle East and North Africa Deliver program to PAX 775796 wire transfers 0 n/a n/a Middle East and North Africa Deliver program to PAX 452119 wire transfers 0 n/a n/a Middle East and North Africa Deliver program to PAX 67285 wire transfers 0 n/a n/a Middle East and North Africa Education 15293 wire transfers 0 n/a n/a Middle East and North Africa Education 9557 wire transfers 0 n/a n/a Middle East and North Africa Education 9277 wire transfers 0 n/a n/a Middle East and North Africa Education 9277 wire transfers 0 n/a n/a Middle East and North Africa Education 9277 wire transfers 0 n/a n/a Middle East and North Africa Education 9169 wire transfers 0 n/a n/a Middle East and North Africa Special Programs to aid the needs of survivors 168138 wire transfers 0 n/a n/a North America (including Canada and Mexico, but not the United States) Civil Society Strengthening 115752 wire transfers 0 n/a n/a North America (including Canada and Mexico, but not the United States) Civil Society Strengthening 13600 wire transfers 0 n/a n/a Russia and the newly independent States Deliver program to PAX 190000 wire transfers 0 n/a n/a South America Deliver program to PAX 16295 wire transfers 0 n/a n/a South America Deliver program to PAX 16275 wire transfers 0 n/a n/a South America Deliver program to PAX 11178 wire transfers 0 n/a n/a South Asia Deliver program to PAX 131589 wire transfers 0 n/a n/a South Asia Deliver program to PAX 63294 wire transfers 0 n/a n/a South Asia Deliver program to PAX 14053 wire transfers 0 n/a n/a South Asia Special Programs to aid the needs of survivors 250134 wire transfers 0 n/a n/a Sub-Saharan Africa Civil Society Strengthening 582534 wire transfers 0 n/a n/a Sub-Saharan Africa Civil Society Strengthening 559207 wire transfers 0 n/a n/a Sub-Saharan Africa Civil Society Strengthening 513910 wire transfers 0 n/a n/a Sub-Saharan Africa Civil Society Strengthening 487398 wire transfers 0 n/a n/a Sub-Saharan Africa Civil Society Strengthening 397384 wire transfers 0 n/a n/a Sub-Saharan Africa Civil Society Strengthening 295260 wire transfers 0 n/a n/a Sub-Saharan Africa Civil Society Strengthening 170594 wire transfers 0 n/a n/a Sub-Saharan Africa Civil Society Strengthening 147499 wire transfers 0 n/a n/a Sub-Saharan Africa Civil Society Strengthening 127713 wire transfers 0 n/a n/a Sub-Saharan Africa Civil Society Strengthening 93205 wire transfers 0 n/a n/a Sub-Saharan Africa Deliver program to PAX 5159 wire transfers 0 n/a n/a Sub-Saharan Africa Health 386483 wire transfers 0 n/a n/a Sub-Saharan Africa Health 8558 wire transfers 0 n/a n/a Sub-Saharan Africa Organizational Strengthening 8404 wire transfers 0 n/a n/a Sub-Saharan Africa Organizational Strengthening 6236 wire transfers 0 n/a n/a Sub-Saharan Africa Organizational Strengthening 6048 wire transfers 0 n/a n/a 50 1 Scholarships Central America and the Caribbean 13 39320 account credit 0 n/a n/a Scholarships East Asia and the Pacific 54 147967 account credit 0 n/a n/a Scholarships Europe (including Iceland and Greenland) 91 260277 account credit 0 n/a n/a Scholarships Middle East and North Africa 82 248473 account credit 0 n/a n/a Scholarships South America 144 386610 account credit 0 n/a n/a Scholarships South Asia 78 178968 account credit 0 n/a n/a Scholarships Sub-Saharan Africa 113 262246 account credit 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 offer grants and scholarships to international students based on several criteria, including need and demonstrated commitment to the SIT 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 through out the year. X X X X X X X 1 Ruffalo Noel Levitz 1025 Kirkwood Parkway SW Cedar Rapids IA 52404 Fundraising (telemarketing) services 0 0 67004 -67004 0 67004 -67004 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 1 American Councils for International Education 1828 L street Northwest Washington DC 20036 521067256 501c3 398704 0 N/A N/A Capacity enhancement AMIDEAST 1730 M Street NW Ste 1100 Washington DC 20036 530243270 501c3 5908219 0 N/A N/A Deliver program to PAX Arizona State University 1711 S Rural Rd Tempe AZ 85281 860196696 Gov't 16900 0 N/A N/A Deliver program to PAX Buckner Children and Family Services Inc 600 N Pearl St Suite 2000 Dallas TX 75201 752571395 501c3 533871 0 N/A N/A Health Catholic Relief Services 228 W Lexington Baltimore MD 21201 135563422 501c3 510590 0 N/A N/A Civil Society Strengthening Center for Victims of Torture 649 Dayton Avenue St Paul MN 55104 363383933 501c3 419269 0 N/A N/A Health CHF International 8601 Georgia Avenue Suite 800 Silver Spring MD 20910 520846183 501c3 564497 0 N/A N/A Deliver program to PAX Christian Blind Mission International Inc 450 East Park Avenue Greenville SC 29601 362959883 501c3 412363 0 N/A N/A Special Programs to aid the needs of survivors Cleveland Council on World Affairs 812 Huron Rd E 650 Cleveland OH 44115 340720549 501c3 29250 0 N/A N/A Deliver program to PAX Colleagues International 555 West Crosstown Parkway 203 Kalamazoo MI 49008 383051840 501c3 8285 0 N/A N/A legislative fellows Dartmouth College Dartmouth College Hanover NH 03755 020222111 501c3 20975 0 N/A N/A Deliver program to PAX FHI 360 1825 Connecticut Ave NW Washington DC 20009 237413005 501c3 319998 0 N/A N/A Deliver program to PAX Franklin Institute 222 N 20th St Philadelphia PA 19103 231370501 501c3 564904 0 N/A N/A Deliver program to PAX Global Ties KC 30 West Pershing Road Suite 405 Kansas City MO 64108 431727811 501c3 36612 0 N/A N/A legislative fellows Global Youth Leadership Institute 135 N 76th St Milwaukee WI 53213 203963841 501c3 58025 0 N/A N/A Deliver program to PAX Gulf Coast Diplomacy Council 227 2nd Ave N Saint Petersburg FL 33701 223898121 501c3 45805 0 N/A N/A Deliver program to PAX Handicap International 6930 Carroll Avenue Suite 240 Takoma Park MD 20912 550914744 501c3 12178 0 N/A N/A Special Programs to aid the needs of survivors Health Volunteers Overseas 1900 L Street NW Suite 310 Washington DC 20036 521485477 501c3 304642 0 N/A N/A Health Indiana University 107 S Indiana Avenue Bloomington IN 47405 356001673 501c3 24664 0 N/A N/A Deliver program to PAX International Center of the Capital Region 25 Quackenbush Square Albany NY 12207 146012797 501c3 7554 0 N/A N/A Deliver program to PAX International Focus Inc 3700 National Dr 214 Raleigh NC 27612 561597928 501c3 29762 0 N/A N/A Deliver program to PAX International house of metrolina 322 HAWTHORNE LN CHARLOTTE NC 28204 260510072 501c3 39587 0 N/A N/A Deliver program to PAX Management System International Inc 200 12th Street South Suite 1200 Arlington VA 22202 521215041 501c3 376348 0 N/A N/A Deliver program to PAX Montana Center for International Visitors PO Box 5114 Bozeman MT 59717 363558751 501c3 9692 0 N/A N/A Deliver program to PAX Nothern Nevada international Center 821 N Center St Reno NV 89501 942796785 501c3 80508 0 N/A N/A Deliver program to PAX Pathfinder International 1201 Connecticut Avenue NW Suite 700 Washington DC 20036 530235320 501c3 424821 0 N/A N/A Strengthening NGOs Engaged in Health Population Services International 1120 19th Street NW Suite 600 Washington DC 20036 560942853 501c3 702542 0 N/A N/A health Project Harmony 11949 Q Street Omaha NE 68137 470789054 501c3 97645 0 N/A N/A Deliver program to PAX Reed Incorporated 19440 Golf Vista Plaza Ste 230 Leesburg VA 20176 800293171 501c3 68751 0 N/A N/A Deliver program to PAX Risk and Strategic Management Corp 209 Elden St Ste 301 Herndon VA 20170 454125272 501c3 184182 0 N/A N/A Deliver program to PAX Save the Children Federation Inc 54 Wilson Road Westport CT 06880 060726487 501c3 1429878 0 N/A N/A Health Teaching Institute for Excellence in STEM 10900 Eucilid Avenue Cleveland OH 44106 371531888 501c3 680634 0 N/A N/A Deliver program to PAX The 21st Century Partnership for STEM Education 101 West Elm Street Suite 350 Conshohocken PA 19428 261164919 501c3 1214054 0 N/A N/A Deliver program to PAX Tulsa Global Alliance 800 South Tucker Drive Tulsa OK 74104 953018799 501c3 32365 0 N/A N/A Deliver program to PAX UCP Wheel for Humanity 12750 Raymer Street Unit 4 North Hollywood CA 91605 954581144 501c3 971472 0 N/A N/A Special Programs to aid the needs of survivors University of Minnesota University of Minnesota Minneapolis MN 55455 416007513 Gov't 23569 0 N/A N/A Deliver program to PAX University of Virginia PO Box 400807 Charlottesville VA 22904 540485595 Gov't 92754 0 N/A N/A Deliver program to PAX Whirlwind Wheelchair International San Francisco State University 1600 Holloway Avenue SCI 251 San Francisco CA 94132 941384645 501c3 393526 0 N/A N/A Special Programs to aid the needs of survivors World Affairs Council of Kentucky & Southern Indiana Indiana 200 West Broadway St Suite 607 Louisville KY 40202 611078276 501c3 17426 0 N/A N/A Deliver program to PAX World Affairs Council of Oregon 1200 SW Park Ave 3rd Floor Portland OR 97205 930568356 501c3 64450 0 N/A N/A Deliver program to PAX World affairs Council of Seattle 2200 Alaskan Way Suite 450 Seattle WA 98121 910586924 501c3 81657 0 N/A N/A Deliver program to PAX World Chicago 78 East Washington 2nd Floor Chicago IL 60602 363801521 501c3 79973 0 N/A N/A Deliver program to PAX World Trade Center Institute 401 East Pratt Street Baltimore MD 21202 521591820 501c3 19417 0 N/A N/A Youth Program World Vision Inc PO Box 9716 Federal Way WA 98063 951922279 501c3 504309 0 N/A N/A Civil Society Strengthening 44 0 Scholarships and aid - SIT Graduate Institute; Awards funded by restricted and endowed gifts of WL 133 420961 0 N/A N/A Scholarships and aid -Experiment in International Living; Awards funded by restricted and endowed gifts of WL 237 1047681 0 N/A N/A Scholarships and aid -International Honor Program; Awards funded by restricted and endowed gifts of WL 17 47334 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. 394 1647240 0 N/A N/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 offer grants and scholarships to US students based on several criteria, including need and demonstrated commitment to the SIT 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 through out the year. X 1 1 X X X 0 0 0 0 0 0 0 1 0 Donald K Steinberg President and CEO 293924 0 0 0 1980 0 14750 0 0 0 310654 0 0 0 Lisa Gurwitch SVP for Institutional Advancement & External Relations [through 12/2014] 206384 0 0 0 661 0 13184 0 9238 0 229467 0 0 Lisa Rae SVP of Legal Affairs, General Counsel and Corporate Secretary 174530 0 11000 0 235 0 9370 0 15931 0 211066 0 0 0 Kevin Carew Senior Capacity Building Advisor 172156 0 0 0 184 0 11291 0 16358 0 199989 0 0 0 John Lucas EVP for Academic Affairs, Provost, Chief Academic Officer 179918 0 0 0 300 0 7781 0 7138 0 195137 0 0 Gyula Csurgai Accadamic Director 188515 0 0 0 414 0 0 0 0 0 188929 0 0 0 Christophe Bramwell Chief of Party 142628 0 0 0 30681 0 9347 0 4082 0 186738 0 0 0 Alexandre Lambert Academic Director 183523 0 0 0 270 0 0 0 0 0 183793 0 0 0 Carol Jenkins EVP for Global Development 170091 0 0 0 472 0 0 0 6788 0 177351 0 0 0 Meredith A Mccormac Country Representative, Pakistan 127942 0 0 0 27706 0 6644 0 12704 0 174996 0 0 0 Schedule J, Part I, Line 1a World Learning pays housing allowance for expatriates. In fiscal year 2015, world learning paid housing allowance to Meredith A Mccormac 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 and SVP for Institutional Advancement & External Relations have severance agreements in their contracts that provide for separation payments ranging from three months to one year of pay. Schedule J, Part I, Line 7 Lisa Rae received a bonus in February, 2014 in recognition of her assuming interim leadership responsibilities for the IT and Facilities Departments. This bonus was one-time and not on-going or added to her annual base pay. X 50 actual retail costs X 16 59959 Market Price X Software, hardware and licenses 1 119321 education retail price X Gift Cards 11 235 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: $445,923; unrealized gain on forward contracts: $243,976 and Annuity Adjustment loss: 8,522 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 1209687 566377 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 1621526 19679 0.9999 1 World Learning Australia Pty Ltd 20 Albert Street Blackburn Victoria AS 3130 Cross cultural training AS World Learning Inc C 997147 257815 1 1 World Learning SC Callejon del Carmen 101 Colonia Centro Oaxaca MX 68000 Cross cultural training MX World Learning Inc C 0 37460 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 787823 101299 1 1 Charitable Remainder Unitrust (1) 75 State St Boston MA 02109 CRUT MA 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 1322400 Actual expense reimbursement Fundacion World Learning (Argentina) p 1462886 Actual expense reimbursement Centro del Programma Educational SIT (Panama) p 311144 Actual expense reimbursement World Learning Samoa Charitable Trust p 134621 Actual expense reimbursement Association of World Learning in Switzerland p 2004039 Actual expense reimbursement World Learning Inc (Zanzibar) p 179694 Actual expense reimbursement World Learning India Private LTD p 1099556 Actual expense reimbursement World Learning do Brasil Intercambrio Educational Ltda p 1074089 Actual expense reimbursement World Learning Australia Pty Ltd p 1184147 Actual expense reimbursement The School for International Training (S Africa) p 876498 Actual expense reimbursement