2014-01-14T12:29:26-06:00 2013-05-31 410746749 CLIFTONLARSONALLEN LLP 1301 W 22ND ST STE 1100 OAK BROOK IL 60523 990 2012-06-01 363396932 ZONTA INTERNATIONAL FOUNDATION ZONT 6309281400 1211 W 22ND STREET SUITE 900 OAK BROOK IL 60523 KATHLEEN HUGHES 6309281400 2014-01-13 1 GREGORY S ADAMS P00095597 6305738600 2012 2015-11-30 17:44:51Z 1211 W 22ND STREET SUITE 900 OAK BROOK IL 60523 2724654 0 X WWW.ZONTA.ORG X PUBLIC FOUNDATION 1986 IL THE MISSION OF THE ZONTA INTERNATIONAL FOUNDATION IS TO SUPPORT THE CHARITABLE AND EDUCATIONAL PROGRAMS OF ZONTA INTERNATIONAL THROUGH EFFECTIVE FUNDRAISING, INVESTMENT OF FUNDS, AND THE DISTRIBUTION OF PROCEEDS. THROUGH ITS FINANCIAL SUPPORT OF ZONTA INTERNATIONAL PROGRAMS, THE FOUNDATION BECOMES THE CATALYST FOR GREATER SERVICE TO WOMEN THROUGHOUT THE WORLD. 11 11 0 30000 0 0 2975101 2270940 0 0 347410 239070 12667 10666 3335178 2520676 588275 3671475 0 0 0 0 0 0 0 45487 81569 633762 3753044 2701416 -1232368 10779760 11923757 254333 1948855 10525427 9974902 X THE MISSION OF THE ZONTA INTERNATIONAL FOUNDATION IS TO SUPPORT THE CHARITABLE AND EDUCATIONAL PROGRAMS OF ZONTA INTERNATIONAL THROUGH EFFECTIVE FUNDRAISING, INVESTMENT OF FUNDS, AND THE DISTRIBUTION OF PROCEEDS. THROUGH ITS FINANCIAL SUPPORT OF ZONTA INTERNATIONAL PROGRAMS, THE FOUNDATION BECOMES THE CATALYST FOR GREATER SERVICE TO WOMEN THROUGHOUT THE WORLD. 0 0 3739987 3671475 THE PURPOSE OF THE ZONTA INTERNATIONAL FOUNDATION IS TO SUPPORT THE APPROVED CHARITABLE AND EDUCATIONAL PROGRAMS OF ZONTA INTERNATIONAL THROUGH EFFECTIVE FUNDRAISING, INVESTMENT OF FUNDS AND THE DISTRIBUTION OF PROCEEDS. 3739987 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 1 0 0 1 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL AZ CA CO KY ME MD MA MI MN MS NH NJ NM NY NC OH OR SC TN VA WA WI X MARGARET INGRAM ACCOUNTANT & HR SP 6309281400 1211 W 22ND STREET SUITE 900 OAK BROOK IL 60523 LYNN J MCKENZIE 8.00 27.00 X X 0 0 0 MARIA JOSE LANDEIRA OESTERGAAD 6.00 18.00 X X 0 0 0 SONJA HONIG SCHOUGH 4.00 12.00 X X 0 0 0 KATHLEEN HUGHES 4.00 10.00 X X 0 0 0 JOY ORLICH 3.00 9.00 X 0 0 0 GABRIELLA SAMARA PAPHITIS 3.00 9.00 X 0 0 0 LAURA PETERS 3.00 9.00 X 0 0 0 DENISE QUARLES 3.00 9.00 X 0 0 0 ANITA SCHNETZER-SPRANGER 3.00 9.00 X 0 0 0 MARIA STEFANOVA 3.00 9.00 X 0 0 0 ELIZABETH WOODGATE 3.00 9.00 X 0 0 0 JASON FRISKE 8.00 27.00 X 0 115000 0 0 115000 0 0 0 0 0 0 47455 2223485 2270940 306335 306335 136713 203978 -67265 -67265 -67265 OTHER SUPPORT 900099 10666 10666 10666 2520676 10666 0 239070 3162000 3162000 130550 130550 378925 378925 13057 13057 DONOR RECOGNITION 47455 47455 BOARD AND COMMITTEE EXP 21057 21057 3753044 3739987 13057 0 2205142 2352901 12248 105162 3381 3678 6529789 7438302 1997865 1998241 31335 25473 10779760 11923757 19250 225000 1910938 29333 18667 254333 1948855 X 5407569 5686349 4076527 3210306 1041331 1078247 10525427 9974902 10779760 11923757 -1232368 681843 0 X X 0 1 X 1 0 X 1692685 2374560 1993405 2975101 2270940 11306691 1692685 2374560 1993405 2975101 2270940 11306691 11306691 539271 176029 250599 305982 306335 1578216 761 54650 12667 10666 78744 12963651 0.87220 0.85330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1622146 36916 143224 1802286 1618040 40898 -36792 1622146 1421879 1143 195018 1618040 1273917 5822 142140 1421879 1393611 73082 -192776 1273917 0.60000 0.40000 0 0 0 CERTIFICATES OF DEPOSIT 1998241 F 1998241 X DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ORGANIZATION'S ENDOWMENTS CONSIST OF FUNDS ESTABLISHED TO SUPPORT A VARIETY OF SCHOLARSHIPS AND GRANTS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE ORGANIZATION FOLLOWS THE REQUIREMENTS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THE ORGANIZATION HAS DETERMINED THAT THEY ARE NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS AS OF MAY 31, 2013 AND 2012. THE FEDERAL AND STATE TAX RETURNS OF ZONTA AND THE FOUNDATION FOR 2009, 2010, AND 2011 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND STATE TAXING AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. 1 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGIONGRANTS TO RECIPIENTS LOCATED IN THE REGION 64150 SOUTH ASIA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 13025 EUROPE 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 144425 EAST ASIA & PACIFIC 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 92275 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 20025 SUB-SAHARAN AFRICA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 14000 SOUTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 21000 RUSSIA & THE NEWLY INDEPENDENT STATES 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 10025 0 0 0 0 0 0 378925 0 378925 YWPA AWARDS SOUTH AMERICA 1 1000 CASH PAYMENT YWPA AWARDS SOUTH ASIA 2 2000 CASH PAYMENT YWPA AWARDS EUROPE 5 5000 CASH PAYMENT YWPA AWARDS EAST ASIA & PACIFIC 8 14000 CASH PAYMENT YWPA AWARDS SUB-SAHARAN AFRICA 1 4000 CASH PAYMENT JMK AWARDS NORTH AMERICA 2 9050 CASH PAYMENT JMK AWARDS SOUTH ASIA 1 1025 CASH PAYMENT JMK AWARDS EUROPE 8 29225 CASH PAYMENT JMK AWARDS EAST ASIA & PACIFIC 7 28225 CASH PAYMENT AMELIA EARHART FELLOWSHIPS NORTH AMERICA 5 50100 CASH PAYMENT AMELIA EARHART FELLOWSHIPS EUROPE 11 110200 CASH PAYMENT AMELIA EARHART FELLOWSHIPS SOUTH ASIA 1 10000 CASH PAYMENT AMELIA EARHART FELLOWSHIPS MIDDLE EAST AND NORTH AFRICA 2 20025 CASH PAYMENT AMELIA EARHART FELLOWSHIPS EAST ASIA & PACIFIC 5 50050 CASH PAYMENT AMELIA EARHART FELLOWSHIPS RUSSIA & THE NEWLY INDEPENDENT STATES 1 10025 CASH PAYMENT AMELIA EARHART FELLOWSHIPS SOUTH AMERICA 2 20000 CASH PAYMENT YWPA AWARDS NORTH AMERICA 2 5000 CASH PAYMENT AMELIA EARHART FELLOWSHIP SUB-SAHARAN AFRICA 1 10000 CASH PAYMENT 0 0 0 0 0 0 PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: SCHEDULE F, PART I, LINE 2: ZONTA COLLECTS INFORMATION FROM GRANT RECIPIENTS TO ESTABLISH THAT THE FUNDS ARE SPENT ACCORDING TO THE TERMS OF THE GRANT OBJECTIVES. METHOD USED TO ACCCOUNT FOR EXPENDITURES: SCHEDULE F, PART I, LINE 3: EXPENDITURES ARE ACCOUNTED FOR ON THE ACCRUAL BASIS OF ACCOUNTING. 1 UNICEF 125 MAIDEN LANE 10TH FLOOR NEW YORK NY 10038 131760110 N/A 1000000 BOOK VALUE N/A INTERNATIONAL SERVICE AWARD FOR PEDIATRIC HIV/DOMESTIC & GENDER VIOLENCE IN RWANDA UNFPA 220 EAST 42ND ST NEW YORK NY 10017 N/A 1000000 BOOK VALUE N/A INTERNATIONAL SERVICE AWARD FOR OBSTETRIC FISTULA IN LIBERIA UN WOMEN 304 EAST 45TH STREET 15TH FLOOR NEW YORK NY 10017 N/A 1162000 BOOK VALUE N/A INTERNATIONAL SERVICE AWARD FOR SAFE CITIES FOR WOMEN IN HONDURAS, GLOBAL PARTNERSHIP ON EDUTAINMENT IN BANGLADESH/NIGERIA, AND EMPOWERING WOMEN IN SAMOA 3 AE FELLOWSHIPS 7 70000 BOOK VALUE N/A YWPA AWARDS 9 16475 BOOK VALUE N/A JMK SCHOLARSHIPS 9 44075 BOOK VALUE N/A PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: ZONTA COLLECTS INFORMATION FROM GRANT RECIPIENTS TO ESTABLISH THAT THE FUNDS ARE SPENT ACCORDING TO THE TERMS OF THE GRANT OBJECTIVES. FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS SENT TO THE U.S. MEMBERS OF THE EXECUTIVE COMMITTEE FOR REVIEW AND APPROVAL BY THE PRESIDENT AND THE TREASURER. THE BOARD HAS GIVEN SIGNATOR AUTHORITY TO THE BOARD TREASURER. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION CLOSELY MONITORS THE CONFLICT OF INTEREST STATUS OF THEIR EMPLOYEES, DIRECTORS, OFFICERS AND COMMITTEE MEMBERS AND REQUIRES THAT ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST BE FULLY DISCLOSED TO THE BOARD AND COMMITTEE MEMBERS FOR REVIEW. ONCE THE TRANSACTION OR ARRANGEMENT HAS BEEN VOTED ON BY THE GOVERNING BOARD AND COMMITTEES, THE FINAL DECISION IS GIVEN TO THE INTERESTED PERSON. THE TRANSACTION OR ARRANGEMENT IN QUESTION IS THEN MONITORED WITH UPDATES ON THE "CONFLICT" AND PERIODIC REVIEWS BY THE GOVERNING BOARD AND COMMITTEE MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 SERVICES FOR THE FOUNDATION ARE PERFORMED BY EMPLOYEES OF ZONTA INTERNATIONAL. IN DETERMINING THE COMPENSATION FOR THE EXECUTIVE DIRECTOR, THE ZONTA INTERNATIONAL'S BOARD CONDUCTS EXTENSIVE RESEARCH ABOUT THE COMPENSATION LEVELS OF THE NOT-FOR-PROFIT SECTOR AND COMPARES THE DUTIES OF THE POSITION TO THOSE OF SIMILAR ORGANIZATIONS WHILE ALSO TAKING INTO CONSIDERATION THE INDIVIDUAL'S BACKGROUND, EXPERTISE, AND QUALIFICATIONS, LOCAL ECONOMIC CONDITIONS AND THE AMOUNT OF TIME TO BE DEVOTED TO THE POSITION. IN DETERMINING THE COMPENSATION FOR THE OTHER OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION, THE ZONTA INTERNATIONAL'S BOARD AND EXECUTIVE TEAM RESEARCHES AND COMPARES THE COMPENSATION LEVELS OF THE NOT-FOR-PROFIT SECTOR AND COMPARES THE DUTIES OF THE POSITION TO THOSE OF SIMILAR ORGANIZATIONS WHILE ALSO TAKING INTO CONSIDERATION THE INDIVIDUAL'S BACKGROUND, EXPERTISE, AND QUALIFICATIONS, LOCAL ECONOMIC CONDITIONS AND THE AMOUNT OF TIME TO BE DEVOTED TO THE POSITION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIALS ARE MADE AVAILABLE TO MEMBERS ON ZONTA INTERNATIONAL'S WEBSITE. THESE DOCUMENTS ARE ALSO MADE AVAILABLE AS REQUESTED THROUGH ZONTA HEADQUARTERS. THE ANNUAL AUDIT OF THE CONSOLIDATED FINANCIAL STATEMENTS IS POSTED ON THE WEBSITE FOR ALL MEMBERS. FORM 990, PART XI, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE CONSOLIDATED FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR. ZONTA INTERNATIONAL 1211 W 22ND ST SUITE 900 OAK BROOK IL 60523 361999220 MEMBER ORGANIZATION FOR THE EDUCATION AND DEVELOPMENT OF WOMEN WORLDWIDE. IL 501(C)(4) N/A N/A 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 ZONTA INTERNATIONAL N 228657 BOOK VALUE ZONTA INTERNATIONAL O 832751 BOOK VALUE