2014-05-12T11:29:56-07:00 2013-06-30 990 2012-07-01 030179592 WORLD LEARNING INC WORL 8022577751 PO Box 676 Kipling Road Brattleboro VT 05302 Paul Dery 8022583431 2014-05-09 2012 2015-11-30 17:44:51Z Donald Steinberg 676 Kipling Road Box 676 Brattleboro VT 05302 131207301 0 X www.worldlearning.org X 1932 VT Our mission is to empower people and strengthen institutions through education, development, and exchange programs. 25 24 885 110 -16919 0 2971558 4554728 132196838 118501284 -1870659 1619342 47019 329199 133344756 125004553 32885784 28401684 0 0 34468729 36621417 115735 101024 1880393 69513415 62049207 136983663 127173332 -3638907 -2168779 64884420 66681880 13174608 14571618 51709812 52110262 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 61547328 22937174 62524630 International Development and Exchange - World Learning International Development Programs focus on a single purpose: to bridge the gap between the desire for human development and the ability to achieve that goal. Programs in more than 20 countries work to enhance 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. The aim of each WL project is to build the knowledge, attitude, skills, awareness, and practical applications necessary to address critical global issues such as poverty and exclusion, the spread of HIV/AIDS, the marginalization of women and children, the global education crisis, and the urgent need for government accountability. WL achieves this goal through five primary program focus areas: (1) Civil Society and Governance, (2) Education, (3) HIV/AIDS, (4) International Professional, Academic, and Cultural Exchanges, and (5) Capacity Development and Training. World Learning Visitor Exchange Program and Capacity Building Services divisions have been engaged for more than twenty years, on behalf of the US Department of State and USAID, in providing experiential exchange programs that enable learning and promote understanding for over 2,000 visitors to the U.S. each year from more than 140 countries. World Learning bridges cultures and promotes understanding and cooperation among nations through the design and delivery of exchanges and observational study tours to the US for adults and students from countries around the world. Many of World Learning's professional exchanges are implemented in partnership with member organizations of the National Council for International Visitors. Learn more at www.worldlearning.org/internationaldevelopment.htm. 31434266 1181805 35429800 Study Abroad - A pioneer in experiential, field-based study abroad, WL offers semester, summer, and academic year programs for undergraduate students in over 50 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. Nearly 2,000 students from 200-plus U.S. colleges and universities study in over 50 countries each year. SIT Independent Study Projects often lead to advanced research including Fulbright and Watson fellowships. Learn more at www.sit.edu/studyabroad/. 7777153 2433036 9132123 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/. 7129575 1825169 5437238 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. 4673743 24500 4938315 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 www.sit.edu/studyabroad/location-comparative.cfm. 4916432 1039178 Other program services, including SIT program support and auxiliary student services. 16719750 1849669 11414731 117478497 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 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 1 148 0 1 885 1 1 1 1 AG AL AM AO AQ AR AS BC BH BL BM BO BR CH CI CM CS EC EG EI ET EZ FR GG GH IC ID IN IT JA JM JO KE KG KV LI MA MG MK ML MO MU MX NL NP NU OC PA PE PK PL PM RI RS RW SA SF SG SP SZ TH TS TU TZ UG UK VM 0 0 0 0 X 25 24 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AK AL AR AZ CA CO CT FL GA HI IL KS KY MA MD 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-Acting Controller 8022583491 PO Box 676 Kipling Road Brattleboro VT 05302 Robert W Adams 1.5 X 0 0 0 Richard J Adler 1.5 X 0 0 0 Robert C Chase 1.5 X 0 0 0 Fayezul H Choudhury 1.5 X 0 0 0 Rosamond P Delori 1.5 X 0 0 0 Jane Edwards 1.5 X 0 0 0 Thomas H Fox 3.5 X 7500 0 0 Thomas Hiatt 1.5 0 X 0 0 0 Dana Smith Kull 1.5 X 0 0 0 Virginia A Loeb 1.5 X 0 0 0 Charles F MacCormack 1.5 X 0 0 0 Betsy S Michel 1.5 X 0 0 0 Paul S Muther 1.5 X 0 0 0 Emilie M Ogden 1.5 X 0 0 0 Charles F Stewart 1.5 X 0 0 0 Sue A Tempero 1.5 X 0 0 0 Adam Weinberg 55 X X 269250 0 27031 Lawrence Cooley 1.5 X 0 0 0 Allen B Cutler 1.5 X 0 0 0 Judith Brown Meyers 1.5 X 0 0 0 Brian B Stephens 1.5 X 0 0 0 Kenneth Bartels 1.5 X 0 0 0 Robert Cosinuke 1.5 X 0 0 0 Paul Kraske 1.5 X 0 0 0 Cheryl Lewy 1.5 X 0 0 0 Lisa Gurwitch 55 X 199043 0 20675 Nancy Rowden Brock 55 0 X 186603 0 19788 Carol Jenkins 55 0 X 163504 0 14676 Lisa Rae 55 0 X 137942 0 13482 Ross Gibson 55 X 131651 0 18767 John Lucas 55 X 113047 0 9959 Kevin Carew 55 X 145282 0 14763 James Mullally 55 X 143098 0 11397 Stephen Katz 55 X 140889 0 16127 Scott Lansell 55 X 135641 0 7539 Tia Pausic 55 X 129367 0 12809 Lynne Rosansky 0 X 121018 0 4679 2023835 0 191692 36 1 1 0 Grant Thornton LLP 226 Causeway Street Boston MA 02114 Accounting audit and tax services 220226 Awards Limousine Service Inc One Bethesda Metero Center Bethesda MD 20814 Transportation service for youth programs 133230 Sodexo Inc and Affiliates PO Box 360170 Pittsburgh PA 152516170 Food services and facilities management 129759 Isaacson Miller Inc 263 Summer St Boston MA 02210 President & CEO search 124013 4 0 0 0 0 0 4554728 1624096 4554728 Int'l Development & Echange Progs 900099 62524630 62524630 0 0 Study Abroad 611600 35429800 35429800 0 0 SIT Graduate Institute 611600 9132123 9132123 0 0 Int'l Honors Program 611600 5437238 5437238 0 0 The Experiment in Int'l Living 611600 4938315 4938315 0 0 1039178 1039178 0 0 118501284 781124 0 -16919 798043 0 0 0 0 462 462 0 0 9200 0 0 0 9200 0 9200 0 0 9200 7040966 0 6202748 0 838218 0 838218 0 0 838218 0 0 0 0 0 0 Foreign currency exchange rate gain 611600 200549 0 0 200549 Trustees site visit fee 611600 39981 39981 0 0 Credit card convenience fee 611600 25950 0 0 25950 53057 0 0 53057 319537 125004553 118541727 -16919 1925017 14145484 14145484 4302549 4302549 9953651 9953651 0 0 1531954 181975 1119980 229999 0 0 0 0 28129457 24891866 2576827 660764 835709 797439 29694 8576 4604388 3941065 535225 128098 1519909 1344185 139860 35864 62507 14417 48090 0 340082 108303 218843 12936 201763 44120 157643 0 0 0 0 0 101024 101024 363015 308563 54452 0 3291230 2657288 605582 28360 926064 533861 74312 317891 2289016 1860911 325985 102120 1260933 1202387 32198 26348 0 0 0 0 3196641 3081968 65606 49067 4338833 4030779 224828 83226 0 0 0 0 0 0 0 0 36353 0 36353 0 0 0 0 0 1361118 477844 883274 0 319487 28036 291451 0 Direct program costs: educational 22921791 22921791 0 0 Direct program costs: int'l develop. 18741569 18741569 0 0 Auxiliary services (educational) 1120877 1120877 0 0 Bad debt reserve 212675 0 212675 0 1065253 787569 181564 96120 127173332 117478497 7814442 1880393 67258 37352 3015005 3341289 5685315 4590658 188222 60817 0 0 0 0 995568 1069610 0 0 4525111 3769490 18051850 10054634 6666591 7997216 24106162 30636756 19020219 14435862 0 0 0 0 614969 742830 64884420 66681880 3518293 4375503 878072 878072 5697410 4988378 0 0 0 0 0 0 725263 434293 2355570 3895372 0 0 13174608 14571618 X 10224466 10061969 11002858 11587689 30482488 30460604 51709812 52110262 64884420 66681880 -2168779 2569229 0 0 0 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 43074433 60830 3797254 1993819 65665 0 44873033 46685456 575658 -2444625 1742056 0 0 43074433 39211203 296453 8935367 1757567 0 0 46685456 37459856 339333 3369231 1957217 0 0 39211203 45057634 123383 -5850982 1870179 0 0 37459856 0.14 0.68 0.18 0 0 0 1054516 1054516 0 8215001 5526964 2688037 0 0 0 0 0 8782333 4527670 4254663 0 0 0 0 7997216 0 0 Alt. strategies: Commodities 1118046 F Alt. strategies: hedge funds 6974749 F Alt. strategies: private equity 3478149 F Alt. strategies: real estate funds 811046 F Cash and cash equivalent 2053872 F 14435862 0 0 X SchD_P05_S00_L04 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. SchD_P10_S00_L02 Schedule D, Part X, Line 2 World Learning follows Accounting Standards Codification (ASC) 740 "Accounting for Uncertainty in Income Taxes" (formerly FIN 48). ASC 740 sets forth a recognition threshold and measurement attribute for the financial statement recognition and measurement of tax positions taken or expected to be taken in a tax return, along with guidance on de-recognition, classification, interest and penalties, accounting in interim periods, disclosure, and transition. WL recognizes the financial statement benefit or liability of a tax position only after determining that the relevant tax authority would more likely than not sustain the position following an audit. For tax positions meeting the more-likely-than-not threshold, the amount recognized in the financial statements is the largest benefit or liability that has a greater than fifty percent likelihood of being realized upon ultimate settlement with the relevant tax authority. It is WL's policy to record estimated interest and penalties, if any, as part of general support expense. Management believes that its US-based income tax filings for fiscal years June 30, 2008 and prior are no longer subject to examination by federal and state taxing authorities. Management has concluded that it has no material unrecognized tax benefits or liabilities related to uncertain tax positions at June 30, 2013 and 2012. 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SchE_P01_S00_L03 Schedule E, Part I, Line 3 World Learning's non-discrimination policy is published in its printed promotional materials and printed registration materials. SchE_P01_S00_L06 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 2 3 Program Services Educational exchange 761975 East Asia and the Pacific 6 10 Program Services Educational exchange 4708406 Europe (including Iceland and Greenland) 0 0 Program Services Civil Society Strengthening 52748 Europe (including Iceland and Greenland) 6 12 Program Services Educational exchange 7666999 Europe (including Iceland and Greenland) 0 0 Program Services Organizational Strengthening 5742 Europe (including Iceland and Greenland) 0 0 Program Services Training 381188 Middle East and North Africa 0 0 Program Services Civil Society Strengthening 423528 Middle East and North Africa 1 6 Program Services education/orphans & vulnerable children 973386 Middle East and North Africa 5 26 Program Services Educational exchange 5228451 Middle East and North Africa 1 18 Program Services Organizational Strengthening 3311393 Middle East and North Africa 0 0 Program Services Training 369834 North America (including Canada and Mexico, but not the United States) 1 1 Program Services Educational exchange 394353 Russia and the newly independent States 0 0 Program Services Educational exchange 6931 Russia and the newly independent States 0 0 Program Services Training 108412 South America 0 0 Program Services Civil Society Strengthening 1639761 South America 5 15 Program Services Educational exchange 9313516 South America 1 7 Program Services Organizational Strengthening 650358 South Asia 1 6 Program Services Civil Society Strengthening 495479 South Asia 2 5 Program Services Educational exchange 3497802 South Asia 0 0 Program Services Professional Exchange 530341 South Asia 1 20 Program Services Training 312043 Sub-Saharan Africa 1 14 Program Services Civil Society Strengthening 6968491 Sub-Saharan Africa 8 62 Program Services education/orphans & vulnerable children 2840270 Sub-Saharan Africa 11 27 Program Services Educational exchange 6926128 Sub-Saharan Africa 10 85 Program Services HIV Prevention 1604784 Sub-Saharan Africa 0 0 Program Services Organizational Strengthening 2198396 Sub-Saharan Africa 1 2 Program Services Training 635677 63 319 62006392 Central America and the Caribbean Civil Society Strengthening 48230 wire transfers 0 n/a n/a Central America and the Caribbean Grants Solicitation and Management 197761 wire transfers 0 n/a n/a Central America and the Caribbean Grants Solicitation and Management 129641 wire transfers 0 n/a n/a Central America and the Caribbean Grants Solicitation and Management 107478 wire transfers 0 n/a n/a Central America and the Caribbean Grants Solicitation and Management 100130 wire transfers 0 n/a n/a Central America and the Caribbean Grants Solicitation and Management 93591 wire transfers 0 n/a n/a Central America and the Caribbean Grants Solicitation and Management 72075 wire transfers 0 n/a n/a Central America and the Caribbean Grants Solicitation and Management 47940 wire transfers 0 n/a n/a Central America and the Caribbean Grants Solicitation and Management 43256 wire transfers 0 n/a n/a Central America and the Caribbean Grants Solicitation and Management 36108 wire transfers 0 n/a n/a Central America and the Caribbean Grants Solicitation and Management 32309 wire transfers 0 n/a n/a Central America and the Caribbean Grants Solicitation and Management 23859 wire transfers 0 n/a n/a Central America and the Caribbean Grants Solicitation and Management 10306 wire transfers 0 n/a n/a Europe (including Iceland and Greenland) Civil Society Strengthening 1280285 wire transfers 0 n/a n/a Europe (including Iceland and Greenland) Health 69952 wire transfers 0 n/a n/a Europe (including Iceland and Greenland) Institutional Capacity 18116 wire transfers 0 n/a n/a Europe (including Iceland and Greenland) Special Programs to Aid the Needs of Survivors 635328 wire transfers 0 n/a n/a Europe (including Iceland and Greenland) Special Programs to aid the needs of survivors 557058 wire transfers 0 n/a n/a Europe (including Iceland and Greenland) Special Programs to Aid the Needs of Survivors 179789 wire transfers 0 n/a n/a Europe (including Iceland and Greenland) Special Programs to aid the needs of survivors 167090 wire transfers 0 n/a n/a Europe (including Iceland and Greenland) Special Programs to aid the needs of survivors 88483 wire transfers 0 n/a n/a North America (including Canada and Mexico, but not the United States) Community Connection 17934 wire transfers 0 n/a n/a Russia and the newly independent States Deliver program to PAX 25000 wire transfers 0 n/a n/a Russia and the newly independent States Deliver program to PAX 9000 wire transfers 0 n/a n/a South Asia Deliver program to PAX 84550 wire transfers 0 n/a n/a South Asia Deliver program to PAX 24693 wire transfers 0 n/a n/a South Asia Deliver program to PAX 12500 wire transfers 0 n/a n/a South Asia Health 16713 wire transfers 0 n/a n/a South Asia Special Programs to aid the needs of survivors 308556 wire transfers 0 n/a n/a South Asia Special Programs to Aid the Needs of Survivors 165162 wire transfers 0 n/a n/a South Asia Special Programs to aid the needs of survivors 67819 wire transfers 0 n/a n/a South Asia Special Programs to aid the needs of survivors 9000 wire transfers 0 n/a n/a Sub-Saharan Africa Civil Society Strengthening 701131 wire transfers 0 n/a n/a Sub-Saharan Africa Civil Society Strengthening 120291 wire transfers 0 n/a n/a Sub-Saharan Africa Civil Society Strengthening 105079 wire transfers 0 n/a n/a Sub-Saharan Africa Civil Society Strengthening 80128 wire transfers 0 n/a n/a Sub-Saharan Africa Civil Society Strengthening 67400 wire transfers 0 n/a n/a Sub-Saharan Africa Community-Based HIV Prevention 113968 wire transfers 0 n/a n/a Sub-Saharan Africa Community-Based HIV Prevention 59638 wire transfers 0 n/a n/a Sub-Saharan Africa Community-Based HIV Prevention 42075 wire transfers 0 n/a n/a Sub-Saharan Africa Community-Based HIV Prevention 16998 wire transfers 0 n/a n/a Sub-Saharan Africa Deliver program to PAX 42171 wire transfers 0 n/a n/a Sub-Saharan Africa Health 721228 wire transfers 0 n/a n/a Sub-Saharan Africa Health 587556 wire transfers 0 n/a n/a Sub-Saharan Africa Health 305397 wire transfers 0 n/a n/a Sub-Saharan Africa Health 174142 wire transfers 0 n/a n/a Sub-Saharan Africa Health 135564 wire transfers 0 n/a n/a Sub-Saharan Africa Health 130721 wire transfers 0 n/a n/a Sub-Saharan Africa Health 113220 wire transfers 0 n/a n/a Sub-Saharan Africa Health 98046 wire transfers 0 n/a n/a Sub-Saharan Africa Health 93426 wire transfers 0 n/a n/a Sub-Saharan Africa Health 68464 wire transfers 0 n/a n/a Sub-Saharan Africa Health 58600 wire transfers 0 n/a n/a Sub-Saharan Africa Health 42352 wire transfers 0 n/a n/a Sub-Saharan Africa Health 30152 wire transfers 0 n/a n/a Sub-Saharan Africa Health 29795 wire transfers 0 n/a n/a Sub-Saharan Africa Health 27831 wire transfers 0 n/a n/a Sub-Saharan Africa Health 11325 wire transfers 0 n/a n/a Sub-Saharan Africa Health 6034 wire transfers 0 n/a n/a Sub-Saharan Africa Health 5978 wire transfers 0 n/a n/a Sub-Saharan Africa Health 5972 wire transfers 0 n/a n/a Sub-Saharan Africa Health 5117 wire transfers 0 n/a n/a 61 1 Scholarship Central America and the Caribbean 20 49725 account credit 0 n/a n/a Scholarship East Asia and the Pacific 48 116807 account credit 0 n/a n/a Scholarship Europe (including Iceland and Greenland) 74 205684 account credit 0 n/a n/a Scholarship Middle East and North Africa 39 102625 account credit 0 n/a n/a Scholarship South America 83 253146 account credit 0 n/a n/a Scholarship South Asia 49 136142 account credit 0 n/a n/a Scholarship Sub-Saharan Africa 118 297832 account credit 0 n/a n/a 1 1 1 0 0 0 SchF_P01_S00_L02 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) pay sub-recipient based on 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. X X X X X X X 1 Ruffalocody PO Box 2018 65 Kirkwood North Road SW Cedar Rapids IA 52404 Fundraising (telemarketing) services 0 109322 74606 34716 Libretto 560 Harrison Avenue Suite 501 Boston MA 02118 Consultation service 0 0 6600 -6600 109322 81206 28116 AK AL AR AZ CA CO CT FL HI KS KY LA MA MD ME MI MN MO MS NC NH NJ NY OH OK OR RI TN UT VA WA WI WV 1 Adventist Health Services 2100 Douglas Boulevard Roseville CA 95661 953484589 501c3 277709 0 N/A N/A Health Africare 440 R Street NW Washington DC 20001 237116952 501c3 381051 0 N/A N/A Civil Society Strengthening American Councils 1828 L Street Northwest Washington DC 20036 521067256 501c3 67757 0 N/A N/A Capacity enhancement Catholic Relief Services 228 W Lexington Baltimore MD 21201 135563422 501c3 564256 0 N/A N/A Civil Society Strengthening Citizen Diplomacy Council 3604 30th Street San Diego CA 92104 330628755 501c3 68895 0 N/A N/A Deliver program to PAX Cleveland Council on World Affairs 812 Huron Rd No 650 Cleveland OH 441151168 340720549 501c3 55018 0 N/A N/A Deliver program to PAX Colorado State University Oval Drive Fort Collins CO 80523 510193548 501c3 125441 0 N/A N/A Deliver program to PAX Columbus International Program 57 Jefferson Ave No 1 Columbus OH 432153866 310797960 501c3 43922 0 N/A N/A Deliver program to PAX Core Group 6101 Kennedy Drive Chevy Chase MD 20815 311744950 501c3 10943 0 N/A N/A Health Global Youth Leadership Institute 135 N 76th St Milwaukee WI 53213 203963841 501c3 19125 0 N/A N/A Deliver program to PAX Handicap International (HI) 6930 Carroll Avenue Suite 240 Takoma Park MD 209124468 550914744 501c3 218396 0 N/A N/A Special Programs to aid the needs of survivors International House of Metrolina 322 Hawthorne Ln Charlotte NC 282042434 260510072 501c3 23844 0 N/A N/A Deliver program to PAX International Rescue Committee (IRC) 122 East 42nd Street New Yprk NY 10168 135660870 501c3 1230823 0 N/A N/A Special Programs to aid the needs of survivors International Youth Foundation 32 South Street Suite 500 Baltimore MD 21202 382935397 501c3 102246 0 N/A N/A Health Macro International 11785 Beltsville Drive Suite 300 Calverton MD 20705 520955232 501c3 190927 0 N/A N/A Health Montana Center for International Visitors PO Box 5114 Bozeman MT 597175114 363558751 501c3 30292 0 N/A N/A Deliver program to PAX Public Health Institute 555 12th street 10th floor Oakland CA 94607 941646278 501c3 6582 0 N/A N/A Health Reach Out & Care Wheels Inc 4135 Valley Commons Drive Suite D Bozeman MT 59718 200402658 501c3 15906 0 N/A N/A Special Programs to aid the needs of survivors Save the Children Federation Inc 54 Wilson Road Westport CT 06880 060726487 501c3 518776 0 N/A N/A Health The University of Iowa (UI) Division of Sponsored Programs 2 Gilmore Hall Iowa City IA 52242 426004813 501c3 142240 0 N/A N/A Special Programs to aid the needs of survivors Tulsa Global Alliance 800 Tucker Dr Tulsa OK 74104 953018799 501c3 47930 0 N/A N/A Deliver program to PAX UCP Wheel for Humanity 12750 Raymer Street Unit 4 North Hollywood CA 91605 954581144 501c3 454905 0 N/A N/A Special Programs to aid the needs of survivors Wellshare International 122 W Franklin Ave Suite 510 Minneapolis MN 55404 411397062 501c3 43821 0 N/A N/A Health World Affairs Council of Kentucky & Southern Indiana 200 West Broadway St Suite 607 Louisville KY 40202 611078276 501c3 28175 0 N/A N/A Deliver program to PAX World affairs Council of Seattle 2200 Alaskan Way Suite 450 Seattle WA 98121 910586924 501c3 67925 0 N/A N/A Deliver program to PAX World Institute on Disability 510 16th Street Suite 100 Oakland CA 94612 942911623 501c3 569271 0 N/A N/A Special Programs to aid the needs of survivors World Vision Inc PO Box 9716 Federal Way WA 980639716 951922279 501c3 1817464 0 N/A N/A Civil Society Strengthening World Affairs Council of Oregon 200 SW Park Ave 3rd Floor Portland OR 97205 930568356 501c3 85006 0 N/A N/A Deliver program to PAX World Chicago 78 East Washington 2nd Floor Chciago IL 60602 363801521 501c3 102062 0 N/A N/A Deliver program to PAX Fun 4 Kidz Inc 16620 SW 93 Avenue Miami FL 33157 202828866 501c3 19483 0 N/A N/A Health ChildFund International 2821 Emerywood Parkway Richmond VA 23294 540536100 501c3 10419 0 N/A N/A Health Medical Teams International (MTI) PO Box 10 Portland OR 97207 930878944 501c3 11185 0 N/A N/A Health Christian Blind Mission International Inc 450 East Park Avenue Greenville SC 29601 362959883 501c3 1410186 0 N/A N/A Special Programs to aid the needs of survivors CURE International Inc 701 Bosler Avenue Lemoyne PA 17033 582248383 501c3 305801 0 N/A N/A Special Programs to aid the needs of survivors Saint Boniface Haiti Foundation 400 North Main Street Randolph MA 02368 043067595 501c3 559807 0 N/A N/A Special Programs to aid the needs of survivors Pathfinder International 1201 Connecticut Avenue NW Suite 700 Washington DC 20036 530235320 501c3 404286 0 N/A N/A Strengthening NGOs Engaged in Health Heartland Internaitonal 70 East Lake Street Suite 1020 Chicago IL 60601 363693237 501c3 17597 0 N/A N/A Community connections International Affairs council of NC 100 East Six Forks Road Raleigh NC 27609 510175681 501c3 31992 0 N/A N/A Community connections The 21st Century Partnership for STEM Education 101 West Elm Street Suite 350 Conshohocken PA 19428 261164919 501c3 1042990 0 N/A N/A Deliver program to PAX Whirlwind Wheelchair International San Francisco State University 1600 Holloway Avenue SCI 251 San Francisco CA 941324163 941384645 501c3 191897 0 N/A N/A Special Programs to aid the needs of survivors The education for employment foundation 1612 K St NW Suite 800 Washington DC 20006 820578781 501c3 18040 0 N/A N/A University Linkages Program Nothern Nevada international Center 821 North Center Street Reno NV 89501 942796785 501c3 7650 0 N/A N/A legislative fellows Colleagues International 555 West Crosstown Parkway No 203 Kalamazoo MI 49008 383051840 501c3 33364 0 N/A N/A legislative fellows Kansas City international visitors council 30 West Pershing Road Suite 405 Kansas City MO 64108 431727811 501c3 16550 0 N/A N/A legislative fellows SIM PO Box 7900 Charlotte NC 28241 221936391 501c3 20673 0 N/A N/A health Medical Assistance International 4700 Glynco Parkway Brunswick GA 315256800 362586390 501c3 41017 0 N/A N/A health Christian Connections for International Health 1817 Rupert Street McLean VA 22101 541932761 501c3 19397 0 N/A N/A health Conservation International 2011 Crystal Drive Suite 500 Arlington VA 22202 521497470 501c3 57787 0 N/A N/A health Helen Keller International 352 Park Avenue South 12th Floor New York NY 10010 135562162 501c3 19000 0 N/A N/A health World Relief 7 East Baltimore Street Baltimore MD 21202 236393344 501c3 29374 0 N/A N/A health Sightsavers International Inc c/o Chapel & York Limited 1000 N West St Suite 1200 Wilmington DE 19801 311740776 501c3 63501 0 N/A N/A health Wildlife Conservation Society 2300 Southern Boulevard Bronx NY 10460 131740011 501c3 16262 0 N/A N/A health World Trade Center Institute 401 East Pratt Street Baltimore Baltimore MD 21202 521591820 501c3 22361 0 N/A N/A Youth Program Center for Creative Leadership PO Box 26300 Greensboro NC 27438 237079591 501c3 146543 0 N/A N/A health SEVA Foundation 1786 Fifth Street Berkeley CA 94710 382231279 501c3 23478 0 N/A N/A health Food For the Hungry 1224 E Washington Street Phoenix AZ 850341102 952680390 501c3 26734 0 N/A N/A health Medical Care Development 8401 Colesville Rd Suite 425 Silver Spring MD 20910 016022787 501c3 16329 0 N/A N/A health Healy Family Foundation 77 Water St Fl 9 New York NY 100054414 133531967 501c3 79034 0 N/A N/A health PSI-Population Services International 1120 19th Street NW Suite 600 Washington DC 20036 560942853 501c3 268800 0 N/A N/A health World Affairs Council of Dallas -Fort Worth 325 North St Paul Street No 4200 Dallas TX 75201 750855628 501c3 17398 0 N/A N/A Deliver program to PAX Orbis Institute 1818 Gaylord Street Denver CO 80206 841609946 501c3 134669 0 N/A N/A Deliver program to PAX Institue of International Education 1400 K St NW No 650 Washington DC 20005 131624046 501c3 10000 0 N/A N/A Deliver program to PAX Valbin's center for International Programs 14800 Hamden Lane Suite 320 Bethesda MD 20814 204180003 501c3 15733 0 N/A N/A Deliver program to PAX University of Minnesota Kallie OHara Learning Abroad Ctr 271 19th Ave S 230 Heller Hall Minneapolis MN 55455 416007513 501c3 136383 0 N/A N/A Deliver program to PAX Gulf Coast CDC 227 2nd Ave N Saint Petersburg FL 33701 223898121 501c3 17564 0 N/A N/A Deliver program to PAX International Visitors Council Detroit 111 E Kirby St 2nd Floor Detroit MI 48202 381981715 501c3 44117 0 N/A N/A Deliver program to PAX Family Health International 359 Blackwell Street Suite 200 Durham NC 27701 943145385 501c3 93869 0 N/A N/A Health The Salvation Army World Service Office 615 Slaters Lane PO Box 1428 Alexandria VA 22313 132923701 501c3 54369 0 N/A N/A Health Teaching Institute for Excellence in STEM 10900 Eucilid Avenue Cleveland OH 441067208 371531888 501c3 600000 0 N/A N/A Deliver program to PAX IRIS Inc 600 Fifth Street No 301 Ames IA 50010 421394408 501c3 57312 0 N/A N/A Deliver program to PAX International Center of Worcester 950 Main Street Worcester MA 01610 042375529 501c3 53473 0 N/A N/A Deliver program to PAX Tomorrow's Teaching 1800 Kenyon St NW Washington DC 20010 455272661 501c3 5368 0 N/A N/A Deliver program to PAX Thunderbird School of Global Management 1 Global place Voris Bldg B111 Glendale AZ 85306 860105586 501c3 192116 0 N/A N/A University Linkages Program Health Volunteers Overseas 1900 L Street NW Suite 310 Washington DC 20036 521485477 501c3 82546 0 N/A N/A Health Cooperative Housing Foundation International 8601 Georgia Avenue Suite 800 Silver Spring MD 209103440 520846183 501c3 163952 0 N/A N/A Health Center for Victims of Torture 649 Dayton Avenue St Paul MN 55104 363383933 501c3 207213 0 N/A N/A Health CCI Greenheart 746 N LaSalle Drive Chicago IL 60654 363417309 501c3 10885 0 N/A N/A Health 77 0 Scholarships and aid - SIT Graduate Institute; Awards funded by restricted and endowed gifts of WL 53 332782 0 N/A N/A Scholarships and aid - Experiment in International Living; Awards funded by restricted and endowed gifts of WL 441 1609352 0 N/A N/A Additional tuition/program fee assistance to participants of WL's enrollment-based offerings is provided. Along with such "general need" assistance, allowances are offered for tuition (staff family tuition waivers) and housing (Resident Assistants for oncampus Graduate Program). Unlike awarded scholarships, tuition "discounting" is not funded by restricted and endowed gifts to WL. Tuition assistance is available as part of World Learning's Benefit Plan to eligible employees who wish to take courses or obtain an SIT degree or certificate. Tuition assistance is also available for family members of WL employees who enroll/participate in any enrollment-based programs. There were nine such award transactions in Fiscal 2013/Academic Year 2012- 13; none of which were made to any individuals related to current or former officers, directors, trustees, key or highly-compensated employees of WL. 375 2360415 0 N/A N/A SchI_P01_S00_L02 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. X X X 1 0 0 0 0 0 0 0 0 Adam Weinberg 257159 0 12091 0 0 0 14452 0 12579 0 296281 0 296281 0 Lisa Gurwitch 199043 0 0 0 0 0 12663 0 8012 0 219718 0 219718 0 Nancy Rowden Brock 186603 0 0 0 0 0 12005 0 7783 0 206391 0 206391 0 Carol Jenkins 163504 0 0 0 0 0 8250 0 6426 0 178180 0 178180 0 Lisa Rae 137942 0 0 0 0 0 7253 0 6229 0 151424 0 151424 0 Kevin Carew 145282 0 0 0 0 0 6686 0 8077 0 160045 0 160045 0 Stephen Katz 140889 0 0 0 0 0 9788 0 6339 0 157016 0 157016 0 James Mullally 143098 0 0 0 0 0 5614 0 5783 0 154495 0 154495 0 Ross Gibson 131651 0 0 0 0 0 6303 0 12464 0 150418 0 150418 0 SchJ_P01_S00_L04 Schedule J, Part I, Line 4 Lynne Rosansky received severance compensation from WL in 2012 of $125,697 X 6758 actual retail costs X 18 180798 "mean" price per share X 1 307 actual retail costs X Software 23 1436233 education retail price 0 1 0 F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b The complete IRS Form 990 is prepared by management of World Learning and reviewed in detail (and signed) by contracted tax advisors from a national accounting firm. A "public" copy ("public" meaning contributor detail from Schedule B is excluded) of the filing is then reviewed by World Learning's Audit Committee. Prior to electronic filing with the IRS, this "public" copy is made available to all members of World Learning's Board of Trustees. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c World Learning's Office of the 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 reveiws all responses with an eye toward 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". F990_P06_S0B_L15 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, and all officers and senior managers (SVP level) of World Learning. Committee members who may have conflicts of interest or are otherwise not independent from World Learning due to a business relationship recuse themselves from this Committee vote. Surveys to which World Learning 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. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 Governance documents, such as the by-laws and conflict of interest policy, are made available upon request to the Corporate Secretary of World Learning. Fiscal documents, in the form of the annual audited financial statements and 990 corporate tax filing, can be accessed on the Organization's website and are also made available upon request to the Finance Department of World Learning. World Learning Angola Rua 21 de Janeiro Q-5 Case 217 Barrio Morro Bento Luanda MunicipalitySamba AO Cross cultural training AO World Learning Inc 0 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 0 World Learning India Private LTD F-301 2nd Floor Lado Sarai New Delhi IN 110030 Cross cultural training IN World Learning Inc C 1311293 452186 0.9999 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 1435199 315498 0.9999 World Learning Australia Pty Ltd 20 Albert Street Blackburn Victoria AS 3130 Cross cultural training AS World Learning Inc C 1087803 230174 1 World Learning SC Callejon del Carmen 101 Colonia Centro Oaxaca MX 68000 Cross cultural training MX World Learning Inc C 0 42491 0.9999 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 1134481 60643 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 World Learning Angola i 6968491 Budgeted program costs/funding Fundacion World Learning (Argentina) i 2063602 Budgeted program costs/funding World Learning Cyprus Ltd i 26684 Budgeted program costs/funding Centro del Programma Educational SIT (Panama) i 328766 Budgeted program costs/funding World Learning Samoa Charitable Trust i 212958 Budgeted program costs/funding Fundacion Privada World Learning (Spain) i 1011834 Budgeted program costs/funding Association of World Learning in Switzerland i 2300735 Budgeted program costs/funding World Learning Inc (Zanzibar) i 251712 Budgeted program costs/funding School for International Training SIT Toulouse i 1220765 Budgeted program costs/funding World Learning India Private LTD i 2084881 Budgeted program costs/funding World Learning do Brasil Intercambrio Educational Ltda i 2574516 Budgeted program costs/funding World Learning Australia Pty Ltd i 1571651 Budgeted program costs/funding World Learning SC i 1015838 Budgeted program costs/funding The School for International Training (S Africa) i 2476103 Budgeted program costs/funding World Learning Angola p 6968491 Budgeted program costs/funding World Learning Angola p 2063602 Budgeted program costs/funding World Learning Cyprus Ltd p 26684 Budgeted program costs/funding Centro del Programma Educational SIT (Panama) p 328766 Budgeted program costs/funding World Learning Samoa Charitable Trust p 212958 Budgeted program costs/funding Fundacion Privada World Learning (Spain) p 1011834 Budgeted program costs/funding Association of World Learning in Switzerland p 2300735 Budgeted program costs/funding World Learning Inc (Zanzibar) p 251712 Budgeted program costs/funding School for International Training SIT Toulouse p 1220765 Budgeted program costs/funding World Learning India Private LTD p 2084881 Budgeted program costs/funding World Learning do Brasil Intercambrio Educational Ltda p 2574516 Budgeted program costs/funding World Learning Australia Pty Ltd p 1571651 Budgeted program costs/funding World Learning SC p 1015838 Budgeted program costs/funding The School for International Training (S Africa) p 2476103 Budgeted program costs/funding World Learning applied and received approval from the IRS for an initial 3-month extension to file this return by February 15, 2014. Limited internal resources had delayed the gathering of organization-wide data and eventual compilation of required schedules, contracted review by tax firm, and final review by the Audit Committee and the Board of Trustees in time for a February 15 electronic filing. A second extension was requested of, and approved by, the IRS to May 15, 2014.