2015-04-29T01:15:03-05:00 2014-06-30 KPMG LLP 55 Second Street 1400 San Francisco CA 94105 990 2013-07-01 200049703 Wikimedia Foundation Inc % GARFIELD BYRD WIKI 4158396885 149 New Montgomery 6th Floor Suite San Francisco CA 94105 GARFIELD BYRD TREASURER 4158396885 2015-04-28 true VALERIE J BALL P00178114 4158396885 2013 2016-03-07 17:11:31Z Garfield Byrd 149 New Montgomery 6th Floor San Francisco CA 94105 76042926 false X www.wikimediafoundation.org X 2003 FL Wikimedia Fdn supports Wikipedia & other wikibased projects designed to enable people around the world to collaboratively develop educational materials for the benefit of all. 10 10 158 80000 13444 -50236 45272234 52647756 306705 64959 63907 270144 24470 7632 45667316 52990491 2791378 5704791 0 0 16023637 19979908 271632 112449 3969435 16084908 19243243 35171555 45040391 10495761 7950100 48146893 60560774 2957769 7085753 45189124 53475021 X THE MISSION OF THE WIKIMEDIA FOUNDATION IS TO EMPOWER AND ENGAGE PEOPLE AROUND THE WORLD TO COLLECT AND DEVELOP EDUCATIONAL CONTENT UNDER A FREE LICENSE OR IN THE PUBLIC DOMAIN AND TO DISSEMINATE IT EFFECTIVELY AND GLOBALLY. IN COLLABORATION WITH A NETWORK OF CHAPTERS AND AFFILIATED ENTITIES, THE FOUNDATION PROVIDES THE ESSENTIAL INFRASTRUCTURE AND AN ORGANIZATIONAL FRAMEWORK FOR THE SUPPORT AND DEVELOPMENT OF MULTILINGUAL WIKI PROJECTS AND OTHER ENDEAVORS WHICH SERVE THIS MISSION. THE FOUNDATION WILL MAKE AND KEEP USEFUL INFORMATION FROM ITS PROJECTS AVAILABLE ON THE INTERNET FREE OF CHARGE, IN PERPETUITY. false false 24854992 64959 Our core functions include support for Wikipedia.org and the other Wikimedia websites, which together are one of the world's most popular web properties, and the world's largest collaborative free knowledge project. The Wikimedia Foundation provides the servers and electricity needed to keep the websites running, along with dedicated technical resources to build, improve, and maintain the technical infrastructure of Wikimedia projects. These ongoing engineering efforts and product improvements require research and design work, as well as legal support. All of this allows for the best experience for our readers and volunteer community, ensuring users continue to access, contribute to and grow the world's largest online free knowledge resource. 5954952 5704791 The Wikimedia Foundation Grantmaking and Program Development department focuses on growing Wikimedia in various regions around the world and expanding diversity within the contributor base. These programs and efforts directly support contributors through grants for projects, programs, and campaigns by individuals and organizations. Grantmaking and Program Development team also strives to further the missions of Wikimedia, such as open access and education, through programs like our global education program, as well through worldwide program evaluation, research, and global communications. Because openness and inclusivity are key to the success of the Wikimedia projects, Grantmaking and Program development aim to broaden the diversity of voices and expand the reach of our projects to diverse individuals and groups around the world. 30809944 true true false true false false false false false false true false false false true true true false false true true true true true false false false true true true false false false false false false false false true false false false false false false false false true X 73 0 true 158 true true true true FR UK false false false false false false false false X 10 10 false false false false false true false true true false false true true true true true false true true false AL AK AR CA CT FL GA HI IL KS KY LA MD MA MI MN MS MO NH NJ NM NY NC OK OR PA RI SC TN UT VA WV WI X X GARFIELD BYRD 4158396885 149 NEW MONTGOMERY6TH FLOOR san francisco CA 94105 jimmy wales founder 10.0 X 0 0 0 jan-bart de vreede chair 10.0 X X 0 0 0 stu west trustee 10.0 X 0 0 0 maria sefidari trustee 10.0 X 0 0 0 bishakha datta trustee 10.0 X 0 0 0 alice wiegand trustee 10.0 X 0 0 0 samuel klein trustee 10.0 X 0 0 0 patricio lorente trustee 10.0 X 0 0 0 Phoebe Ayers Vice Chair 10.0 X X 0 0 0 Ana Toni Trustee 10.0 X 0 0 0 Sue Gardner Executive Director 0.0 40.0 X 201685 0 16844 Garfield Byrd Treasurer and CFA 40.0 X 165336 0 24793 Geoff Brigham Secretary and General Counsel 40.0 X 199470 0 28876 Erik Moeller Deputy Director 40.0 X 167439 0 7860 Gayle Young Chief Talent & Culture Officer 40.0 X 174550 0 14852 cheong woo dir of engineering operations 40.0 X 159644 0 21041 Terrence Chay Dir of Engineering Features 40.0 X 164605 0 19810 Robert Lanphier Dir of Platform Engineer 40.0 X 144845 0 26623 1377574 0 160699 47 false true false 365 Services LLC 25 Lusk Street SAN FRANCISCO CA 94107 web hosting services 470675 Hiaring Smith LLP 1005 Bel Marin Keys Blvd NOVATO CA 94949 legal services 233461 Full Circle Group 5671 S Redwood Road Suite 20 SALT LAKE CITY UT 84123 Strategy Design 231540 Cooley LLP 101 California 5th Floor SAN FRANCISCO CA 94111 Legal Services 210194 Oppenheim Associates 221 main street suite 540 SAN FRANCISCO CA 94105 exec search/recruit 204727 10 52647756 97410 52647756 LICENSING REVENUE 518210 44634 44634 DATA PROVIDER SERVICES 518210 18000 18000 SPEAKING FEES 518210 2325 2325 64959 555363 555363 0 0 537940 544666 -6726 0 -6726 -6726 22167582 23360 22476075 86 -308493 23274 -285219 -285219 0 0 45052 31608 13444 13444 MISCELLANEOUS REVENUE 900099 914 914 914 52990491 64959 13444 264332 237273 237273 96677 96677 5370841 5370841 0 880589 461496 393454 25639 0 15782887 12234087 2374380 1174420 438147 300575 98106 39466 1808150 1259351 441479 107320 1070135 771025 209032 90078 0 2419681 2419681 82875 82875 0 112449 112449 0 4502511 2516834 1272879 712798 49726 31261 17264 1201 490474 104607 353101 32766 2805880 2672076 132148 1656 0 723509 8526 713081 1902 842289 727285 55216 59788 0 1123565 997433 103311 22821 0 0 2722007 2380442 341565 392018 392018 DONATIONS PROCESSING FEES 1505654 1505654 STAFF DEVELOPMENT/ENRICHMENT 466353 69022 391300 6031 RECRUITING 445973 172380 273593 WIKIMANIA EXPENSES 198219 198219 472509 200534 196529 75446 45040391 30809944 10261012 3969435 5045589 9172030 17126300 18707950 2045683 3766769 47000 0 0 0 0 0 0 0 66986 84398 990737 1294779 11539446 7486120 4911806 4053326 13313246 20965679 4265822 2294967 0 0 0 0 333724 220876 48146893 60560774 2549048 5605935 0 0 37311 17564 0 0 0 0 0 0 0 0 0 0 371410 1462254 2957769 7085753 X 42921751 49825252 2267373 3649769 0 0 45189124 53475021 48146893 60560774 X 7950100 -3162 338959 X false true X true false X 15226464 26440538 38990502 45272234 52647756 178577494 0 0 15226464 26440538 38990502 45272234 52647756 178577494 6231669 172345825 12202 47416 50814 340082 1093303 1543817 3722 23933 13444 41099 -131707 -120376 -56379 3900 914 -303648 179858762 3060008 0.95823 0.95931 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 1000000 0 0 1000000 1500000 98953 0 0 98953 250000 0 0 250000 375000 98953 0 0 98953 11539446 7486120 4053326 4053326 0 SECURITY DEPOSIT 92569 STRAIGHT LINE RENT EXPENSE ADJ 233097 WEF - STANTON GRANT 1136588 1462254 X 54186642 -3162 370602 883711 1251151 52935491 55000 55000 52990491 45900745 370602 544752 915354 44985391 55000 55000 45040391 Schedule D, Part XI, Line 2d Unrealized Foreign Exchange Loss $338,959 Expenses Reclassed to Form 990 Part VIII $544,752 ============== Total $883,711 Schedule D, Part XII, Line 2d Expenses Reclassed to Form 990 Part VIII $544,752 Schedule D, Part XI and XII, Line 4b Revenue reclassed from expenses $55,000 Schedule D, Part X, Line 2 ASC 740, Income Taxes The Foundation has evaluated the financial statement impact of positions taken or expected to be taken in its tax returns. Management has determined that no tax liabilities need be recorded under applicable accounting guidance. true East Asia and the Pacific 2 Program Services SUPPORT WIKIPEDIA 321974 Europe (Including Iceland and Greenland) 27 Program Services SUPPORT WIKIPEDIA 1807049 Europe (Including Iceland and Greenland) Investments N/A 6424000 East Asia and the Pacific Grantmaking Further Mission 10117 East Asia and the Pacific Grantmaking Further Mission 82717 Europe (Including Iceland and Greenland) Grantmaking Further Mission 3268040 Middle East and North Africa Grantmaking further mission 211355 North America Grantmaking further mission 5886 Russia and the Newly Independent States Grantmaking further mission 94038 South America Grantmaking further mission 749433 South Asia Grantmaking further mission 545702 Sub-Saharan Africa Grantmaking further mission 96308 East Asia and the Pacific Grantmaking conference scholarship 17002 Europe (Including Iceland and Greenland) Grantmaking conference scholarship 13743 Middle East and North Africa Grantmaking conference scholarship 10142 North America Grantmaking conference scholarship 11728 East Asia and the Pacific Grantmaking further mission 210 Russia and the Newly Independent States Grantmaking conference scholarship 10171 Middle East and North Africa Grantmaking further mission 4576 South America Grantmaking conference scholarship 41612 Europe (Including Iceland and Greenland) Grantmaking further mission 81102 South Asia Grantmaking conference scholarship 9241 North America Grantmaking further mission 1140 Russia and the Newly Independent States Grantmaking further mission 8141 Sub-Saharan Africa Grantmaking conference scholarship 15503 Central America and the Caribbean Grantmaking conference scholarship 8117 Central America and the Caribbean Grantmaking further mission 430 South America Grantmaking further mission 17600 South Asia Grantmaking further mission 21902 Sub-Saharan Africa Grantmaking further mission 34887 29 29 13669444 254422 13923866 East Asia and the Pacific FURTHER MISSION 10117 WIRE n/a n/a East Asia and the Pacific FURTHER MISSION 82717 WIRE n/a n/a Europe (Including Iceland and Greenland) FURTHER MISSION 3268040 WIRE n/a n/a Middle East and North Africa FURTHER MISSION 211355 WIRE n/a n/a North America FURTHER MISSION 5886 WIRE n/a n/a Russia and the Newly Independent States FURTHER MISSION 94038 WIRE n/a n/a South America FURTHER MISSION 749433 WIRE n/a n/a South Asia FURTHER MISSION 545702 WIRE n/a n/a Sub-Saharan Africa FURTHER MISSION 96308 WIRE n/a n/a 22 2 SCHOLARSHIPS TO ATTEND CONFERENCE East Asia and the Pacific 29 17002 WIRE n/a FMV SCHOLARSHIPS TO ATTEND CONFERENCE Europe (Including Iceland and Greenland) 22 13743 WIRE n/a FMV SCHOLARSHIPS TO ATTEND CONFERENCE Middle East and North Africa 16 10142 WIRE n/a FMV SCHOLARSHIPS TO ATTEND CONFERENCE North America 10 11728 WIRE n/a FMV FURTHER MISSION East Asia and the Pacific 1 210 WIRE n/a FMV SCHOLARSHIPS TO ATTEND CONFERENCE Russia and the Newly Independent States 14 10171 WIRE n/a FMV FURTHER MISSION Middle East and North Africa 2 4576 WIRE n/a FMV SCHOLARSHIPS TO ATTEND CONFERENCE South America 15 41612 WIRE n/a FMV FURTHER MISSION Europe (Including Iceland and Greenland) 17 81102 WIRE n/a FMV SCHOLARSHIPS TO ATTEND CONFERENCE South Asia 12 9241 WIRE N/A FMV FURTHER MISSION North America 4 1140 WIRE N/A FMV FURTHER MISSION Russia and the Newly Independent States 2 8141 WIRE N/A FMV Scholarships to Attend Conference Sub-Saharan Africa 12 15503 WIRE N/A FMV FURTHER MISSION South America 6 17600 WIRE N/A FMV FURTHER MISSION South Asia 12 21902 WIRE N/A FMV FURTHER MISSION Sub-Saharan Africa 6 34887 WIRE N/A FMV SCHOLARSHIPS TO ATTEND CONFERENCE Central America and the Caribbean 4 8117 WIRE N/A FMV FURTHER MISSION Central America and the Caribbean 1 430 WIRE N/A FMV false false false false false false Procedures for monitoring use of grant funds outside the U.S.: Grants to organizations: Organizations that have met each grant program's eligibility criteria are eligible to participate in a public application process. To do so, they submit a grant proposal that contains a description of the mission-related work they are proposing, a budget, a start date and completion date, and a description of how this work will achieve the Wikimedia Foundation's mission or the Wikimedia movement strategic priorities. When an applicant is awarded a grant and becomes a grantee, the grantee completes screening requirements and signs a grant agreement. The agreement stipulates that they will use grant funds for charitable purposes consistent with the Wikimedia Foundation's mission and the purposes described in the grant proposal; that they agree to the reporting requirements, including maintaining receipts/documentation of expenses for four years; that they agree to procedures for notifying the Wikimedia Foundation of important changes that may affect the grant; and that they will return any unused grant funds after the end of the grant's term. Once each grant is complete, the grantee will submit a narrative and financial report or series of reports that demonstrate how the grant funds were spent and describe the impact of the work. Grants to Individuals - Grants to individuals follow the same process as other grants unless they are travel scholarships. Individuals apply for travel scholarships (primarily to attend the annual conference, Wikimania) and applications are reviewed and either accepted or denied. In most cases, travel is then arranged for the individual and paid for directly by The Wikimedia Foundation. In very limited cases, individuals book travel themselves and provide receipts to the foundation which then reimburses them based on the receipts. Method of accounting The grants and expenditures reported in Schedule F were based on the accrual method of accounting. X X true Trilogy Interactive LLC PO Box 4177 Mountain view CA 94040 emailing donors false 0 82837 0 Tractive West LLC 221 S Park Central South Springfield MO 65806 creative content false 0 16277 0 0 99114 0 AL AK AR CA CO CT DC FL GA HI IL KS KY LA ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI Schedule G Part IV The professional fundraisers listed provide consulting services to assist the Foundation in its fundraising efforts, and are not attributed to any specific charitable contributions raised. Additionally, the professional fundraisers did not have control over or retain any funds raised. true Wikimedia New York City Inc 227 Dean Street Brooklyn NY 11217 270520584 501(c)(3) 33342 See Part IV Wiki Society of Washington DC PO Box 9822 Washington DC 20013 452106571 pending 34457 See Part IV WIKI Education Foundation 11 Funston Ave Suite A San Francisco CA 94129 300790695 501(c)(3) 147570 See Part IV John Ernest Foundation PO Box 60225 Palo Alto CA 94306 943170824 501(c)(3) 20880 See Part IV 4 MONITORING THE USE OF GRANT FUNDS SCHEDULE I, PART I, QUESTION 2 Grants to Organizations: Organizations that have met each grant program's eligibility criteria are eligible to participate in a public application process. To do so, they submit a grant proposal that contains a description of the mission-related work they are proposing, a budget, a start date and completion date, and a description of how this work will achieve the Wikimedia Foundation's mission or the Wikimedia movement strategic priorities. When an applicant is awarded a grant and becomes a grantee, the grantee completes screening requirements and signs a grant agreement. The agreement stipulates that they will use grant funds for charitable purposes consistent with the Wikimedia Foundation's mission and the purposes described in the grant proposal; that they agree to the reporting requirements, including maintaining receipts/documentation of expenses for four years; that they agree to procedures for notifying the Wikimedia Foundation of important changes that may affect the grant; and that they will return any unused grant funds after the end of the grant's term. Once each grant is complete, the grantee will submit a narrative and financial report or series of reports that demonstrate how the grant funds were spent and describe the impact of the work. Grants to Individuals: Grants to individuals follow the same process as other grants unless they are travel scholarships. Individuals apply for travel scholarships (primarily to attend the annual conference, Wikimania) and applications are reviewed and either accepted or denied. In most cases, travel is then arranged for the individual and paid for directly by The Wikimedia Foundation. In very limited cases, individuals book travel themselves and provide receipts to the Foundation which then reimburses them based on the receipts. Schedule I, Part II Purpose of Grant to Wikimedia NYC, Inc.: To support a conference to further mission. Purpose of Grant to Wiki Society of Washington D.C.: To support the grantee organization's projects that are also in furtherance of support of Wikipedia. Purpose of Grant to Wiki Education Foundation: To support start up costs and to support the grantee organization's projects that are also in furtherance of support of Wikipedia. Purpose of Grant to John Ernest Foundation: To support a conference and to support the grantee organization's projects that are also in furtherance of support of Wikipedia. X X X X X false false false false false false false false false Sue Gardner Executive Director 200000 0 0 0 1685 0 8983 0 7861 0 218529 0 0 0 Garfield Byrd Treasurer and CFA 163488 0 0 0 1848 0 3283 0 21510 0 190129 0 0 0 Geoff Brigham Secretary and General Counsel 194670 0 0 0 4800 0 10235 0 18641 0 228346 0 0 0 Erik Moeller Deputy Director 166950 0 0 0 489 0 0 0 7860 0 175299 0 0 0 Gayle Young Chief Talent & Culture Officer 171920 0 0 0 2630 0 6992 0 7860 0 189402 0 0 0 cheong woo dir of engineering operations 156359 0 0 0 3285 0 7298 0 13743 0 180685 0 0 0 Terrence Chay Dir of Engineering Features 149772 0 0 0 14833 0 5998 0 13812 0 184415 0 0 0 Robert Lanphier Dir of Platform Engineer 144328 0 0 0 517 0 6008 0 20615 0 171468 0 0 0 X 34 97410 average market value false true false Part I Column (B) The organization is reporting the number of items contributed. Form 990 part VI, line 7A The Board consists of a maximum of ten Trustees. Three seats are selected by the Wikimedia community, two seats are selected by the Wikimedia chapters, one seat is reserved for Jimmy Wales as the Community Founder, and four seats may be selected by the Board for specific expertise. As with all Board seats, the Board must independently appoint the candidates for the Community and Chapter seats. Form 990 part VI, line 11a Review of Form 990: The first draft of the 990 was developed by an external accounting firm under the direction of the Controller with additional guidance from the Chief of Finance and Administration (CFA). It was reviewed for accuracy and completeness by the CFA and then by the Executive Director. Then a meeting of the audit committee was held at which the CFA walked through the draft in detail for the audit committee's approval. A complete copy of the Form 990 was provided to the voting members of the governing body prior to filing with the Internal Revenue Service. Form 990 Part VI, Line 12 Conflict of interest: The organization's board members, and officers (covered persons) complete annually a Conflict of Interest Statement the purpose of which is to identify any personal, family and/or business relationships and/or transactions that may pose a potential conflict. The filed Conflict of Interest forms are submitted to and reviewed by the general counsel and only reviewed by the Board if it's needed. Additionally, the covered persons also complete annually a Pledge of Personal Commitment that affirms that the individual is in compliance with the Conflict of Interest Policy and that the individual will promptly notify the Executive Director and the Board Chair when a conflict or potential conflict arises. Furthermore, in the case of a conflict, the individual agrees to refrain from using his or her personal influence to encourage the Foundation to enter the transaction and must physically excuse himself or herself from any further discussions other than to answer questions about the transaction. In the case of potential conflict, the remaining Board members review the potential transaction to determine whether said transaction is fair and reasonable to the Foundation and legal counsel is consulted as necessary to ensure that such a transaction would not constitute an excess benefit transaction. Form 990 Part VI Line 15a The Wikimedia Foundation Board of Trustees is responsible for determining the compensation of the Executive Director, and has delegated that responsibility to the Human Resources Committee, including the Chair of the Audit Committee, which is comprised of independent Board members. In setting the ED's compensation, the Human Resources Committee has secured and reviewed comparability data about non-profit CEO compensation for organizations of similar size and scope to the Wikimedia Foundation, including salary, bonuses and non-monetary benefits and perquisites. The information came from an independent salary survey. The committee's deliberations and decision were contemporaneously documented, including who attended and voted and a description of the comparable documentation used and how it was obtained. Form 990 Part VI Line 15b In setting compensation for other officers, the Human Resources Committee, consisting of persons independent to the transactions considered, has secured and reviewed comparability data about compensation at organizations of similar size and scope to the Wikimedia Foundation, including salary, bonuses and non-monetary benefits and perquisites. The information came from an independent salary survey. The committee's deliberations and decision were contemporaneously documented, including who attended and voted and a description of the comparable documentation used and how it was obtained. Form 990 Part VI, line 19 The organization's website includes links to its governing documents, its conflict of interest policy and its audited financial statements. http://wikimediafoundation.org/wiki/Bylaws http://wikimediafoundation.org/wiki/Conflict_of_interest_policy http://wikimediafoundation.org/wiki/Financial_reports Form 990 Part XI, Line 9 Other changes in net assets or fund balances Unrealized foreign exhange gain/loss $338,959