2013-04-16T16:35:11-05:00 2012-06-30 KPMG LLP 55 Second Street 1400 San Francisco CA 94105 990 2011-07-01 200049703 Wikimedia Foundation Inc % GARFIELD BYRD WIKI 4158396885 149 New Montgomery 3rd Floor San Francisco CA 94105 Garfield Byrd 2013-04-09 true 4159635100 2011 2016-03-07 17:11:31Z Garfield Byrd 149 New Montgomery 3rd Floor San Francisco CA 94105 45582037 false X www.wikimediafoundation.org X 2003 FL The wikimedia foundation supports wikipedia and eight other wiki-based projects designed to enable people around the world to collaboratively develop educational materials for the benefit of all. 10 10 107 85000 3722 -28171 26440538 38990502 819816 718685 38971 45915 -107519 -52657 27191806 39702445 471060 2106752 0 0 7312120 11749500 127636 140436 3167085 9629462 14967364 17540278 28964052 9651528 10738393 26165567 37206891 1973423 2277833 24192144 34929058 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, 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 12820272 62061 0 Support Wikipedia.org (the 5th most popular web property in the world) and other websites where volunteers can collaborate to develop free educational resources. Wikimedia engineering and product development team's mission is to build, improve and maintain the technical infrastructure of Wikimedia projects (software and hardware), by supporting and complementing volunteer efforts. 5519050 2044691 718685 Global Development keeps Wikimedia vital and relevant. It is a key part of Wikimedia's strategy because our success is contingent upon the future of the developing world. Global Development aims to bring the diverse voices of the Global South to the Wikimedia project, and to expand the reach of our projects and free knowledge to the global south, particularly via mobile phones and partnerships with mobile phone companies. Global Development's projects focus on the growth of Wikimedia in specific regions, the development of our offline and mobile strategies, management of our global fellowships program, worldwide student-focused programming, grant making, research, and global communications. 1442647 0 0 The Community Department is responsible for building and maintaining the Foundation's relationships with its constituencies. The Community department initiates efforts to both increase the flow of new editors, retain current ones, and to make the Wikimedia community a more welcoming and diverse place through communicating, interacting, and supporting readers and editors in ways that are scalable and global. 19781969 true true false true false false false false false false true true 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 false true X 52 0 true 107 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 false false AL AK AZ AR CA CT FL GA HI IL KS KY ME MD MA MI MN MS MO NH NJ NM NY NC ND OK OR PA RI SC TN UT VA WV WI X X GARFIELD BYRD 4158396885 149 NEW MONTGOMERY 3RD FLOOR san francisco CA 94105 Jimmy Wales 10.0 X 0 0 0 Bishakha Datta 10.0 X 0 0 0 Matt Halprin 10.0 X 0 0 0 Samuel Klein 10.0 X 0 0 0 Arne Klempert 10.0 X 0 0 0 Kat Walsh 10.0 X 0 0 0 Jan-Bart De Vreede 10.0 X X 0 0 0 Stu West 10.0 X X 0 0 0 Ting Chen 10.0 X X 0 0 0 Phoebe Ayers 10.0 X X 0 0 0 Sue Gardner 40.0 X 201678 0 18302 Veronique Kessler 40.0 X 166832 0 29195 Garfield Byrd 40.0 X 58956 0 6775 Geoff Brigham 40.0 X 153456 0 28631 Zack Exley 40.0 X 186177 0 22986 Barry Newstead 40.0 X 184510 0 27508 Erik Moeller 40.0 X 140354 0 8966 Cyn Skyberg 40.0 X 145346 0 25553 1237309 0 167916 21 false true false oDesk Corporation 901 Marshall Street REDWOOD CITY CA 94063 Contractor services 1416764 mOppenheim Associates 221 Main St Suite 540 SAN FRANCISCO CA 94105 Executive search 278362 Resolve Market Research 5300 Melrose Avenue LOS ANGELES CA 90038 Case studies 153894 Ruby Peak Recruiting PO Box 2392 NEW YORK NY 10116 Temporary employment 145191 Squire Sanders Dempsey LLP PO Box 643051 CINCINNATI OH 45264 LEGAL SERVICES 140862 12 38990502 994299 38990502 LICENSING REVENUE 518210 555721 555721 DATA PROVIDER SERVICES 518210 162964 162964 718685 50814 50814 0 0 5874693 5879592 -4899 -4899 -4899 0 0 3722 0 3722 3722 FOREIGN EXCHANGE LOSS 900099 -95005 -95005 SPEAKING FEES 900099 17500 17500 CREDIT CARD CASH BACK 900099 4600 4600 16526 16526 -56379 39702445 718685 3722 -10464 392045 392045 51593 51593 1663114 1663114 0 412218 190000 212218 10000 0 9230943 6629629 1491449 1109865 206595 144951 45039 16605 1261598 768282 367080 126236 638146 433985 130489 73672 0 1084638 15015 1000955 68668 95525 0 95525 0 43141 10000 33141 0 140436 140436 0 4509411 3148793 1038616 322002 45372 44866 506 0 433371 148860 256252 28259 2585632 2507580 57326 20726 0 683640 449044 140664 93932 958324 753330 87438 117556 0 574825 543294 16437 15094 0 0 1888856 1674787 214069 0 136925 0 136925 0 DONATIONS PROCESSING FEES 1010635 0 0 1010635 RECRUITING 535299 52237 483062 0 STAFF DEVELOPMENT/ENRICHMENT 215927 48420 160640 6867 VOLUNTEER DEVELOPMENT 102802 98338 1809 2655 63041 13806 45358 3877 28964052 19781969 6014998 3167085 1788011 5234483 10238291 16562142 2978900 4889919 695004 494487 0 0 0 0 0 0 0 40274 654315 879826 8615519 3447413 3401675 5168106 2349122 0 3499679 3600401 0 0 0 0 560570 337253 26165567 37206891 1431138 1779251 0 0 374879 293606 0 0 0 0 0 0 0 0 0 0 167406 204976 1973423 2277833 X 20772126 29991139 3420018 4937919 0 0 24192144 34929058 26165567 37206891 X 10738393 -1479 X false true true X false X 6533539 7664458 15226464 26440538 38990502 94855501 6533539 7664458 15226464 26440538 38990502 94855501 9871429 84984072 33382 32534 12202 47416 50814 176348 3722 3722 72246 30417 -131707 -120376 -56379 -205799 94829772 3211453 0.89618 0.84234 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 98953 98953 19683016 19781969 1000000 250000 1000000 1000000 1500000 98953 98953 250000 250000 375000 98953 98953 8615519 3447413 5168106 5168106 LT CERTIFICATES OF DEPOSITS 3600401 F 3600401 0 STRAIGHT LINE RENT ADJUSTMENT 167067 OTHER LIABILITIES 37909 204976 39702445 28964052 10738393 -1479 -1479 10736914 39997566 -1479 296600 295121 39702445 39702445 29260652 296600 296600 28964052 28964052 SCHEDULE D, PART X, LINE 2 FIN 48 On August 1, 2009, the Company adopted FASB-issued Financial Interpretation 48 (FIN 48), accounting for Uncertainty in Income Taxes (codified primarily in ASC Topic 740, Income Taxes). FIN 48 provides that a tax benefit from an uncertain tax position may be recognized when it is more likely than not that the position will be sustained upon examination, including resolutions of any related appeals or litigation processes, based on the technical merits of the position. Management has determined that there is no uncertain tax position under applicable accounting guidance. true East Asia and the Pacific 5 Program Services SUPPORT WIKIPEDIA 210161 Europe (Including Iceland and Greenland) 25 Program Services SUPPORT WIKIPEDIA 2123733 Europe (Including Iceland and Greenland) 25 Fundraising 13151 Middle East and North Africa 4 Program Services SUPPORT WIKIPEDIA 125434 North America 1 Program Services SUPPORT WIKIPEDIA 145122 Russia and the Newly Independent States 2 Fundraising 7011 Russia and the Newly Independent States 2 Program Services SUPPORT WIKIPEDIA 32378 South America 2 Program Services SUPPORT WIKIPEDIA 107995 South Asia 9 Program Services SUPPORT WIKIPEDIA 254396 Europe (Including Iceland and Greenland) 0 0 Grantmaking FURTHER MISSION 1121300 East Asia and the Pacific 0 0 Grantmaking FURTHER MISSION 26376 North America 0 0 Grantmaking FURTHER MISSION 8600 Russia and the Newly Independent States 0 0 Grantmaking FURTHER MISSION 31100 South America 0 0 Grantmaking FURTHER MISSION 132976 South Asia 0 0 Grantmaking FURTHER MISSION 12855 Sub-Saharan Africa 0 0 Grantmaking FURTHER MISSION 13033 East Asia and the Pacific 0 0 Grantmaking FURTHER MISSION 8421 East Asia and the Pacific 0 0 Grantmaking SCHOLARSHIP 22862 Europe (Including Iceland and Greenland) 0 0 Grantmaking SCHOLARSHIP 30106 North America 0 0 Grantmaking SCHOLARSHIP 4395 Russia and the Newly Independent States 0 0 Grantmaking SCHOLARSHIP 6705 Europe (Including Iceland and Greenland) 0 0 Grantmaking FURTHER MISSION 29651 Russia and the Newly Independent States 0 0 Grantmaking FURTHER MISSION 7290 South America 0 0 Grantmaking FURTHER MISSION 2171 South America 0 0 Grantmaking SCHOLARSHIP 32097 South Asia 0 0 Grantmaking FURTHER MISSION 43388 South Asia 0 0 Grantmaking SCHOLARSHIP 16530 Sub-Saharan Africa 0 0 Grantmaking FURTHER MISSION 8249 Sub-Saharan Africa 0 0 Grantmaking SCHOLARSHIP 5010 Middle East and North Africa 0 0 Grantmaking FURTHER MISSION 100000 Europe (Including Iceland and Greenland) 0 0 Investments n/a 559893 0 75 0 0 0 75 4374042 868347 5242389 Europe/Iceland/Greenland FURTHER MISSION 1121300 WIRE 0 n/a n/a East Asia/Pacific FURTHER MISSION 26376 WIRE 0 n/a n/a Middle East/North Africa FURTHER MISSION IN HOSTING ANNUAL WIKIMEDIA CONFERENCE - WIKIMANIA 100000 Wire 0 n/a n/a North America FURTHER MISSION 8600 Wire 0 n/a n/a Russia FURTHER MISSION 31100 Wire 0 n/a n/a South America FURTHER MISSION 132976 Wire 0 n/a n/a South Asia FURTHER MISSION 12855 Wire 0 n/a n/a Sub-Saharan Africa FURTHER MISSION 13033 Wire 0 n/a n/a 11 10 FURTHER MISSION East Asia/Pacific 4 8421 wire 0 n/a FMV SCHOLARSHIPS TO ATTEND CONFERENCE East Asia/Pacific 18 22862 Wire 0 n/a FMV SCHOLARSHIPS TO ATTEND CONFERENCE Europe/Iceland/Greenland 53 30106 Wire 0 n/a FMV SCHOLARSHIPS TO ATTEND CONFERENCE Russia 11 6705 Wire 0 n/a FMV FURTHER MISSION Europe/Iceland/Greenland 6 29651 Wire 0 n/a FMV FURTHER MISSION Russia 1 7290 Wire 0 n/a FMV SCHOLARSHIPS TO ATTEND CONFERENCE South America 18 32097 Wire 0 n/a FMV FURTHER MISSION South Asia 7 43388 Wire 0 n/a FMV SCHOLARSHIPS TO ATTEND CONFERENCE South Asia 12 16530 Wire 0 n/a FMV FURTHER MISSION Sub-Saharan Africa 1 8249 Wire 0 n/a FMV SCHOLARSHIPS TO ATTEND CONFERENCE Sub-Saharan Africa 4 5010 Wire 0 n/a FMV SCHOLARSHIPS TO ATTEND CONFERNCE North America 2 4395 WIRE 0 N/A FMV FURTHER MISSION South America 2 2171 WIRE 0 N/A FMV false false false false false false GRANT FUNDS OUTSIDE THE U.S.: Procedures for monitoring use of grant funds outside the U.S. Potential grantees apply for funds by submitting and publicly discussing a grant request. The proposal contains a description of the mission-aligned activities proposed, a detailed budget, a start date and completion date, and a description of how these activities will impact the mission goals if funded. Once a grant proposal is approved and compliance checks are completed, applicants are awarded grants, and sign a grant agreement requiring them to maintain receipts and documentation of expenses, return unused funds or submit a request for reallocation of unused funds, and to submit a report within 90 days of the project completion date that includes a description of activities undertaken, a description of how grant funds were used by line item, the impact of these activities on mission goals, and a summary of best practices and lessons learned. GRANT FUNDS TO INDIVIDUALS PROCEDURES FOR MONITORING USE OF GRANT FUNDS 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. X X true OMP Inc 1133 19th Street NW Suite 300 Washington DC 20036 Fundraising consulting false 140436 140436 AL AK AZ AR CA CO CT FL GA HI IL KS KY 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 WY Schedule G Part I The Foundation engaged OMP, Inc. to assist in the design of the Foundation's fundraising campaign. Once designed, the fundraising campaign was managed by staff of the Foundation. As such, OMP, Inc. did not have custody or control of any Foundation contributions and did not participate in executing the campaign strategy. true ADA INITIATIVE INC 1117 GEARY BLVD 311 SAN FRANCISCO CA 94109 451135048 501(c)(3) 10000 0 N/A N/A See Part IV WIKIMEDIA DISTRICT OF COLUMBIA PO BOX 9822 WASHINGTON DC 20016 452106571 501(c)(3) 380045 0 N/A N/A See Part IV 2 0 Conference Attendance 6 26279 0 N/A none SCHOLARSHIP TO ATTEND ANNUAL WIKIMEDIA CONFERENCE 15 25313 0 N/A NONE MONITORING THE USE OF GRANT FUNDS SCHEDULE I, PART I, QUESTION 2 Potential grantees apply for funds by submitting and publicly discussing a grant request. The proposal contains a description of the mission-aligned activities proposed, a detailed budget, a start date and completion date, and a description of how these activities will impact the mission goals if funded. Once a grant proposal is approved and compliance checks are completed, applicants are awarded grants, and sign a grant agreement requiring them to maintain receipts and documentation of expenses, return unused funds or submit a request for reallocation of unused funds, and to submit a report within 90 days of the project completion date that includes a description of activities undertaken, a description of how grant funds were used by line item, the impact of these activities on mission goals, and a summary of best practices and lessons learned. GRANT FUNDS 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 ADA Inittative, Inc: To increase women's participation and status in Wikimedia projects via AdaCamp DC. Purpose of grant to Wikimedia District of Columbia: To fund outreach events to raise awareness and understanding of Wikimedia projects; To fund organizational costs to establish as a 501(c)(3) educational charity in the District of Columbia; To fund costs to host Wikimedia meetups; To fund costs to host the Wikimedia global community annual conference - Wikimania. X X X X X false false false false false false false false false Sue Gardner 200000 0 0 0 1678 0 7333 0 10969 0 219980 0 0 Veronique Kessler 84260 0 0 0 82572 0 2538 0 26657 0 196027 0 0 Geoff Brigham 152862 0 0 0 594 0 3414 0 25217 0 182087 0 0 Zack Exley 185229 0 0 0 948 0 5557 0 17429 0 209163 0 0 Barry Newstead 183969 0 0 0 541 0 7409 0 20099 0 212018 0 0 Cyn Skyberg 143626 0 0 0 1720 0 0 0 25553 0 170899 0 0 X 24 29671 average market price X computer equipment 40 964628 appraisal value 0 false false true Part I Line 32A The organization uses a brokerage firm to sell donated securities. Part I Column (B) The organization is reporting the number of items contributed. Form 990 part VI, line 7A The Board consists of ten trustees. Three seats are elected directly by Wikimedia editors, two seats are selected by the Wikimedia chapters, there is one Board-appointed "community founder" seat reserved for Jimmy Wales, and there are four Board-appointed "specific expertise" 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 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, officers, and key employees (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. These forms are submitted to the General Counsel for review. If appropriate, potential conflicts are then discussed, managed, and resolved with the General Counsel and, as appropriate, raised, discussed, and resolved by the Board. Additionally, the board members also complete a pledge of personal commitment that affirms their commitment to compliance with the conflict of interest policy and that the board member will promptly notify the executive director and the board chair when a conflict or potential conflict arises. If there is a conflict of interest, that conflict will be managed according to the nature of the conflict within accepted governance standards for U.S. non-profit organizations and the board's conflict of interest policy. Potential remedies include recusal from discussion and decision on the conflicted issue (with physical excusal from relevant discussions and notices of the recusal to other board members) to mandated resignation from the board for the most serious conflicts. The Secretary of the Board and General Counsel will often be consulted, and the Foundation has on call extremely experienced outside governance legal counsel for the more complicated issues involving the management of conflicts of interest. 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 Board HR Committee, which is comprised of independent Board members. For 2011 compensation, in setting the ED's compensation,the Evaluation Committee 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 consultants report. The Evaluation Committee also annually set performance goals with the Executive Director, and worked with her to evaluate performance against those goals. Both compensation and performance assessment information was shared with the full Board for its review and approval. At various points in the process, discussions and deliberations were reviewed via email. Once deliberations were complete, the final determination was summarized by the Chair of the Board HR Committee in writing. Form 990 Part VI Line 15b In setting compensation for other officers and key employees a committee authorized by the board, and consisting of persons independent of the transactions under consideration, 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 consultants report. 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 5 Other changes in net assets or fund balances Unrealized gain/loss ($1,479)