2014-08-14T14:31:48-05:00 2013-09-30 KPMG LLP 1676 International Drive McLean VA 22102 990 2012-10-01 521067541 WOODROW WILSON INTERNATIONAL CENTER FOR SCHOLARS % JOHN DYSLAND CFO WOOD 2026914000 1300 PENNSYLVANIA AVENUE NW Suite WASHINGTON DC 200043027 JOHN DYSLAND 2026914036 2014-08-14 true 7032868000 2012 2015-11-30 17:44:51Z JANE HARMAN 1300 PENNSYLVANIA AVE NW WASHINGTON DC 200043027 49681568 false X WWW.WILSONCENTER.ORG X US GOVT INST. 1968 DC The Woodrow Wilson International Center for Scholars promotes policy- relevant research and dialogue to increase understanding and enhance the capabilities and knowledge of leaders, citizens, and institutions 17 17 163 0 0 14678583 13900660 705420 80544 769352 791812 259498 264445 16412853 15037461 1481878 1182736 0 0 8584231 9522081 185328 187137 1607281 9004647 8270023 19256084 19161977 -2843231 -4124516 101156067 99811324 2190009 2033477 98966058 97777847 X THE WOODROW WILSON INTERNATIONAL CENTER FOR SCHOLARS IS THE NATIONAL, LIVING MEMORIAL HONORING PRESIDENT WOODROW WILSON. IN PROVIDING AN ESSENTIAL LINK BETWEEN THE WORLDS OF IDEAS AND PUBLIC POLICY, THE CENTER ADDRESSES CURRENT AND EMERGING CHALLENGES CONFRONTING THE UNITED STATES AND THE WORLD. THE CENTER PROMOTES POLICY-RELEVANT RESEARCH AND DIALOGUE TO INCREASE UNDERSTANDING AND ENHANCE THE CAPABILITIES AND KNOWLEDGE OF LEADERS, CITIZENS, AND INSTITUTIONS WORLDWIDE. CREATED BY AN ACT OF CONGRESS IN 1968, THE CENTER IS A NONPARTISAN INSTITUTION HEADQUARTERED IN WASHINGTON, D.C. AND SUPPORTED BY BOTH PUBLIC AND PRIVATE FUNDS. false false 1261649 182436 KENNAN INSTITUTE - BRINGS SCHOLARS AND GOVERNMENTAL SPECIALISTS TOGETHER TO DISCUSS POLITICAL, SOCIAL, AND ECONOMIC ISSUES AFFECTING RUSSIA AND OTHER SUCCESSOR STATES TO THE SOVIET UNION. 1138831 0 SCIENCE, TECHNOLOGY, AND INNOVATION PROGRAM - TO EXPLORE THE SCIENTIFIC AND TECHNOLOGICAL FRONTIER, STIMULATING DISCOVERY AND BRINGING NEW TOOLS TO BEAR ON THE PUBLIC POLICY CHALLENGES THAT EMERGES AS SCIENCE ADVANCES. 1090359 0 ENVIRONMENTAL CHANGE AND SECURITY PROGRAM - TO EXPLORE THE CONNECTIONS AMONG ENVIRONMENTAL, HEALTH AND POPULATION DYNAMICS AND THEIR LINKS TO CONFLICT, HUMAN INSECURITY, AND FOREIGN POLICY. BRINGING TOGETHER SCHOLARS, POLICYMAKERS, MEDIA, AND PRACTITIONERS THROUGH EVENTS, RESEARCH, PUBLICATIONS, AND MEDIA CONTENT. 9583836 1000300 80544 13074675 true true false false false false false true false true true true false false false true true false false false true true true true true false false false true true false false false false false false false false true false false false false false false false false true 130 0 true 163 true false true AF false false false true true false false false false X 17 17 true false false false false false false true true false false false true true true true true true true false X X JOHN DYSLAND CFO 2026914036 1300 PENNSYLVANIA AVENUE NW WASHINGTON DC 200043027 X DAVID FERRIERO 1.0 0.0 X 0 0 0 JOSEPH B GILDENHORN 4.0 0.0 X X 0 0 0 HILLARY R CLINTON 1.0 0.0 X X 0 0 0 JAMES H BILLINGTON 1.0 0.0 X 0 0 0 TIMOTHY BROAS 1.0 0.0 X 0 0 0 CHARLES E COBB JR 2.0 0.0 X 0 0 0 ARNE DUNCAN 2.0 0.0 X 0 0 0 CARLOS M GUTIERREZ 2.0 0.0 X 0 0 0 JOHN T CASTEEN III 1.0 0.0 X 0 0 0 JAMES LEACH 1.0 0.0 X 0 0 0 SANDER R GERBER 3.0 0.0 X 0 0 0 SUSAN HUTCHISON 1.0 0.0 X 0 0 0 THELMA DUGGIN 1.0 0.0 X 0 0 0 BARRY S JACKSON 1.0 0.0 X 0 0 0 KATHLEEN SEBELIUS 1.0 0.0 X 0 0 0 G WAYNE CLOUGH 2.0 0.0 X 0 0 0 FRED P HOCHBERG 1.0 0.0 X 0 0 0 MICHAEL VAN DUSEN 40.0 0.0 X 290000 0 51480 JOHN DYSLAND 40.0 0.0 X 165300 0 28998 LESLIE JOHNSON 40.0 0.0 X 0 163281 30612 SHARON MCCARTER 40.0 0.0 X 0 115647 11196 ROBERT LITWAK 40.0 0.0 X 0 155875 30045 BARBARA HALL 40.0 0.0 X 97500 0 14686 PETER REID 40.0 0.0 X 179808 0 22368 JANE HARMAN 40.0 0.0 X 375000 0 1776 PAULA YABAR 40.0 0.0 X 34615 0 5014 ANDREW MARSHALL 40.0 0.0 X 66154 0 9656 AARON MILLER 40.0 0.0 X 135577 0 33259 STEVE PEARSON 40.0 0.0 X 127500 0 20589 DAVID REJESKI 40.0 0.0 X 148510 0 36541 STAPLETON ROY 40.0 0.0 X 140627 0 7811 KENT HUGHES 40.0 0.0 X 127883 0 16146 RANGITA DE SILVA DE ALWIS 40.0 0.0 X 140000 0 22818 ANDREW SELEE 40.0 0.0 X 150000 0 30837 2178474 434803 373832 17 false true false NEW EUROPE LTD PO BOX N7768 BANK LANE NASSAU 0 BF N/A PROJECT MANAGEMENT 413167 RESTAURANT ASSOCIATES 225 Baker Street ATLANTA GA 30313 FOOD SERVICE 120375 Media-Via 1615 Randolph St TRAVERSE CITY MI 49684 PROJECT MANAGEMENT 103430 3 1097275 2022194 10781191 124139 13900660 WILSON QUARTERLY 541800 80544 71076 9468 80544 722067 722067 0 110447 110447 0 0 0 34330935 34261190 69745 69745 69745 536915 1097275 382917 153998 153998 0 0 0 0 15037461 71076 0 1065725 0 0 305626 305626 877110 877110 0 1692031 1692031 0 6128028 3798424 1613263 716341 712979 331994 331287 49698 439051 252937 149629 36485 549992 284330 216600 49062 0 0 49500 49500 0 187137 187137 120000 120000 0 0 346391 232167 80798 33426 0 0 0 1585125 1375685 210769 -1329 0 2633885 1650300 608128 375457 0 0 59937 59937 0 AMORT OF PLEDGE RECEIVABLE 3440000 2339820 945225 154955 EQUIPMENT/RENOVATIONS 23320 8746 14574 FULFILLMENT & PROMOTION 7057 7057 MERCHANT/BANK FEES 4808 4808 19161977 13074675 4480021 1607281 1586518 1804150 8162868 8271636 2431398 1749690 54733169 51205248 0 0 0 0 0 0 0 0 14989 24297 2041336 1940840 139031 100496 24059207 26373869 9803887 10056938 0 0 0 0 225000 225000 101156067 99811324 1757088 1682935 268037 326367 164884 24175 0 0 0 0 0 0 0 0 0 0 0 0 2190009 2033477 X 16294835 15311327 68805774 68369442 13865449 14097078 98966058 97777847 101156067 99811324 -4124516 2936305 X false true X true true true X 12628170 14576999 14056450 14678583 13900660 69840862 0 3134402 3454644 3430727 3447180 3460737 16927690 15762572 18031643 17487177 18125763 17361397 86768552 4441904 82326648 636044 458401 577895 818572 832514 3323426 0 823985 580397 370017 103180 153998 2031577 92123555 3560883 0.89365 0.87487 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 225000 X false 31868165 231629 3546452 1242458 34403788 28631648 162631 4278082 1204196 31868165 30473925 110190 -613326 1339141 28631648 29623581 77325 2118770 1345751 30473925 33309534 9125 -2238143 1456935 29623581 0.42520 0.40980 0.16500 false false 0 0 0 2041336 1940840 100496 100496 ALTERNATIVE INVESTMENTS 10056938 F 10056938 0 0 X 21816812 2936305 3460737 382916 6779958 15036854 607 607 15037461 23005023 3460737 382916 3843653 19161370 607 607 19161977 SCHEDULE D, PART III, LINE 4 DESCRIPTION OF THE ORGANIZATION'S COLLECTION IN THE MEMORIAL HALLWAY THERE IS A PERMANENT BAS-RELIEF OF WOODROW WILSON THAT WAS COMMISSIONED AND IS DISPLAYED IN THE RONALD REAGAN BUILDING AND INTERNATIONAL TRADE CENTER. Schedule D, Part V, Line 4 INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS THE INTENDED USE OF ENDOWMENT FUND IS TO PROVIDE FUNDING FOR ONGOING PROGRAM EXPENSES AND ADMINISTRATIVE COSTS. SCHEDULE D, PART X, LINE 2 FIN 48 FOOTNOTE ASC TOPIC 740, INCOME TAXES, REQUIRES THAT MANAGEMENT EVALUATE TAX POSITIONS TAKEN BY THE CENTER AND RECOGNIZE A TAX LIABILITY (OR ASSETS) IF THE CENTER HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE CENTER HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF SEPTEMBER 30, 2013, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN FINANCIAL STATEMENTS. SCHEDULE D, PART XI, LINE 2D RECONCILIATION OF REVENUE PER AUDITED FINANCIAL STATEMENTS RECLASSIFICATION OF SPECIAL EVENT EXPENSES $382,916 SCHEDULE D, PART XI, LINE 4b OTHER Adjustments RECLASSIFICATION DIFFERENCE $ 607 SCHEDULE D, PART XII, LINE 2D RECONCILIATION OF EXPENSES PER AUDITED FINANCIAL STATEMENTS RECLASSIFICATION OF SPECIAL EVENT EXPENSES $382,916 SCHEDULE D, PART XII, LINE 4b OTHER Adjustments RECLASSIFICATION DIFFERENCE $ 607 true Central America and the Caribbean 0 Investments 10056938 Central America and the Caribbean 0 Fundraising 1809 Central America and the Caribbean 0 Program Services CONFERENCES 34605 East Asia and the Pacific 0 Fundraising 1069 East Asia and the Pacific 0 Grantmaking 100755 East Asia and the Pacific 0 Program Services CONFERENCES 133018 Europe (Including Iceland and Greenland) 0 Fundraising 734 Europe (Including Iceland and Greenland) 0 Grantmaking 161608 Europe (Including Iceland and Greenland) 0 Program Services CONFERENCES 33871 Middle East and North Africa 0 Fundraising 328 Middle East and North Africa 0 Grantmaking 31671 Middle East and North Africa 0 Program Services CONFERENCES 15428 North America 0 Fundraising 11092 North America 0 Grantmaking 8200 North America 0 Program Services CONFERENCES 285405 Russia and the Newly Independent States 0 Grantmaking 459467 Russia and the Newly Independent States 0 Program Services CONFERENCES 1588 South America 0 Grantmaking 30750 South America 0 Program Services CONFERENCES 115541 South Asia 0 Grantmaking 39253 South Asia 0 Program Services CONFERENCES 53264 Sub-Saharan Africa 0 Grantmaking 45407 Sub-Saharan Africa 0 Program Services CONFERENCES 46017 0 0 0 11337586 330232 11667818 Europe (Including Iceland and Greenland) conference 100200 wire Russia and the Newly Independent States conference 413167 wire 0 South America conference 23500 wire 0 Sub-Saharan Africa conference 18700 wire 0 4 STIPEND East Asia and the Pacific 4 96755 CHECK 0 STIPEND Europe (Including Iceland and Greenland) 5 61408 CHECK 0 STIPEND Middle East and North Africa 2 31671 CHECK 0 STIPEND North America 2 8200 CHECK 0 STIPEND Russia and the Newly Independent States 2 46300 CHECK STIPEND South Asia 1 39253 CHECK 0 STIPEND South America 2 7250 CHECK 0 STIPEND Sub-Saharan Africa 2 26707 CHECK 0 true false true true false false SCHEDULE F, PART I, LINE 2 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS EACH RECIPIENT IS REQUIRED TO PROVIDE TO THE WILSON CENTER GRANTING THE FUNDING A FULL PROGRAM SERVICE AND FINANCIAL REPORT AT LEAST EVERY SIX MONTHS. THE REPORT IS REVIEWED BY THE WILSON CENTER BEFORE ANY ADDITIONAL FUNDS ARE RELEASED. Schedule F, Part I, Line 3; Part II, Line 1; Part III The accounting method is the accrual method of accounting. X true BLAKEMORE ASSOCIATES 1 E GREENWAY PLAZA HOUSTON TX 77046 FUNDRAISING DINNER true 519200 109588 -109588 THE STARBOARD GROUP 7720 E BELLEVIEW AVE B325 GREENWOOD VILLAGE CO 80111 FUNDRAISING DINNER true 268250 105419 -105419 ROSE GADSDEN SA DE CV PESTALOZZI NO 917 COLONIA DEL VALLE DF MX FUNDRAISING DINNER true 466190 113235 -113235 ELIZABETH CONATSER 1525 KEARNEY STREET NE WASHINGTON DC 20017 FUNDRAISING DINNER true 380550 106053 -106053 FULL HOUSE EVENTS 2 CATTANO AVENUE MORRISTOWN NJ 07960 FUNDRAISING DINNER true 0 58671 -58671 GARDNER MILLS 1101 30TH STREET NW SUITE 500 WASHINGTON DC 20007 FUNDRAISING DINNER true 0 77088 -77088 1634190 570054 -570054 DINNER 519200 429519 89681 70923 DINNER 268250 166766 101484 79484 4 846740 500990 345750 232510 1634190 1097275 536915 382917 382917 153998 SCHEDULE G, PART I, LINE 2B, LIST OF TEN HIGHEST PAID FUNDRAISERS: (I) NAME OF FUNDRAISER: BLAKEMORE ASSOCIATES (I) ADDRESS OF FUNDRAISER: 1 E Greenway Plaza, Houston, TX 77046 (I) NAME OF FUNDRAISER: THE STARBOARD GROUP (I) ADDRESS OF FUNDRAISER: 7720 E Belleview Ave, #B325, Greenwood Village, CO 80111 (I) NAME OF FUNDRAISER: ROSE GADSDEN (I) ADDRESS OF FUNDRAISER: S.A. de C.V. Pestalozzi No 917 Colonia Del Valle Mexico, DF (I) NAME OF FUNDRAISER: ELIZABETH CONATSER (I) ADDRESS OF FUNDRAISER: 1525 Kearney Street NE, Washington, DC 20017 (I) NAME OF FUNDRAISER: FULL HOUSE EVENTS (I) ADDRESS OF FUNDRAISER: 2 Cattano Avenue, Morristown, NJ 07960 (I) NAME OF FUNDRAISER: GARDNER MILLS (I) ADDRESS OF FUNDRAISER: 1101 30th Street NW, Suite 500, Washington, DC 20007 true STIPENDS 20 305626 SCHEDULE I PART I LINE 2 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS EACH RECIPIENT IS REQUIRED TO PROVIDE TO THE WILSON CENTER GRANTING THE FUNDING A FULL PROGRAM SERVICE AND FINANCIAL REPORT AT LEAST EVERY SIX MONTHS. THE REPORT IS REVIEWED BY THE WILSON CENTER BEFORE ANY ADDITIONAL FUNDS ARE RELEASED. X X X X X X false false false false false false false false false MICHAEL VAN DUSEN 290000 0 0 0 0 0 49136 0 2344 0 341480 0 0 0 JOHN DYSLAND 165300 0 0 0 0 0 28005 0 993 0 194298 0 0 0 LESLIE JOHNSON 0 163281 0 0 0 0 0 19430 0 11182 0 193893 0 0 ROBERT LITWAK 0 155875 0 0 0 0 0 18549 0 11496 0 185920 0 0 PETER REID 179808 0 0 0 0 0 18515 0 3853 0 202176 0 0 0 JANE HARMAN 375000 0 0 0 0 0 0 0 1776 0 376776 0 0 0 DAVID REJESKI 148510 0 0 0 0 0 25162 0 11379 0 185051 0 0 0 RANGITA DE SILVA DE ALWIS 140000 0 0 0 0 0 17430 0 5388 0 162818 0 0 0 ANDREW SELEE 150000 0 0 0 0 0 25413 0 5424 0 180837 0 0 0 AARON MILLER 135577 0 0 0 0 0 22970 0 10289 0 168836 0 0 0 X 6 124139 SALE false false false FORM 990, PART III, LINE 4D OTHER PROGRAM SERVICES Asia program, Canadian Institute, European Studies, Middle East Program, Div of International Studies, Kissinger Institute, Science and Technology Programs provided workshops and conferences in their major area of study. FORM 990, PART VI, LINE 2 FAMILY/BUSINESS RELATIONSHIPS JOSEPH B. GILDENHORN AND SANDER R. GERBER HAD A BUSINESS RELATIONSHIP. FORM 990, PART VI, LINE 11A DESCRIPTION OF FORM 990 REVIEW PROCESS THE RETURN IS PREPARED BY CENTER'S INDEPENDENT ACCOUNTING FIRM, BASED ON INFORMATION PROVIDED BY CENTER AND IN CONSULTATION WITH THE CENTER'S STAFF. THE DRAFT PREPARED BY THE ACCOUNTING FIRM IS THEN CAREFULLY REVIEWED BY THE CENTER'S MANAGEMENT AND STAFF. CHANGES ARE MADE AS APPROPRIATE, AFTER WHICH IT IS SIGNED BY THE CENTER'S CHIEF FINANCIAL OFFICER AND IS PLACED ON THE CENTER'S WEBSITE. FORM 990, PART VI, LINE 12C MONITOR AND ENFORCE COMPLIANCE WITH CONFLICT OF INTEREST POLICY A CONFLICT OF INTEREST FORM IS SIGNED BY THE APPROPRIATE PARTIES INVOLVED IN THE CENTER'S DECISION MAKING PROCESS, CONTRACT SIGNING AND/OR FUNDING NEGOTIATIONS. FORM 990, PART VI, LINE 15 PROCESS FOR DETERMINING COMPENSATION THE CENTER SEEKS TO PAY REASONABLE COMPENSATION UNDER SECTION 4958 TO ATTRACT AND RETAIN THE APPROPRIATE CALIBER OF EMPLOYEES DEDICATED TO CARRYING OUT ITS TAX-EXEMPT MISSION. ORGANIZATION PERIODICALLY CONDUCTS A REVIEW TO DETERMINE THE GOING FAIR MARKET COMPENSATION RANGES FOR COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THE BOARD APPROVES COMPENSATION OF THE ORGANIZATION'S PRESIDENT AND OTHER OFFICERS AND DOCUMENTS ITS DELIBERATION PROCESS. FORM 990, PART VI, LINE 19 GOVERNING DOCUMENTS THE CENTER DOES CURRENTLY MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.