2012-03-29T07:29:19-07:00 2011-06-30 990 2010-07-01 030179592 WORLD LEARNING INC WORL 8022577751 PO Box 676 Kipling Road Brattleboro VT 05302 Nancy Brock 8022583431 2012-03-27 2010 2016-02-24 21:20:13Z Adam Weinberg PO Box 676 Kipling Road Brattleboro VT 05302 142882492 0 X www.worldlearning.org X 1932 VT World Learning is a global organization with operations in more than 80 countries. From its global platform of education initiatives, exchange and development programs, World Learning works to enhance the capacity and commitment of individuals, institutions and communities to create a more peaceful and just world. 27 26 832 70 58471 0 3725986 3189212 111790884 127804888 3962370 1228136 202117 1313000 119681357 133535236 22816547 27383669 0 0 32705485 33657393 381509 177366 2208342 62202684 70166247 118106225 131384675 1575132 2150561 65159325 75160920 19870167 19685573 45289158 55475347 World Learning ("WL") unlocks the potential in people to address critical global issues. Through its international education programs - The Experiment in Int'l Living, SIT Study Abroad, SIT Graduate Institute, and International Honors Program - WL fosters global citizenship by connecting over 3,000 young ambassadors annually across cultural differences and social barriers. Through its International Development Exchange Programs, WL specializes in grassroots programs to build local capabilities through community-driven international development, training, and exchange projects worldwide. 0 0 72507483 22753654 74852933 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. Active partners include US Agency for International Development, US Departments of Labor and State, Massachusetts Department of Education, Deloitte, CAMBER Corporation, Cisco, Council of American Overseas Research centers, AMIDEAST, Ford Foundation, World Bank, Save the Children, Hummer Tuttle Foundation, The United Nations Democracy Fund, and the Urban Institute. Learn more at www.worldlearning.org/idp. 27214481 704962 33851365 SIT Study Abroad - A pioneer in experiential, field-based study abroad, SIT Study Abroad offers semester, summer, and academic year programs for undergraduate students in Africa, Asia and the Pacific, Europe, Latin America, and the Middle East, as well as comparative programs in multiple locations. Our mission: Prepare students to be intellectually effective leaders, professionals, and citizens. In doing so, WL fosters a worldwide network of individuals and organizations committed to responsible global citizenship. Programs focus on critical global issues in specific geographical and cultural contexts using an interdisciplinary approach. Studying with host country faculty and living with families, students gain a deep appreciation for local cultures and become immersed in diverse topics ranging from the politics of identity to post-conflict transformation, from global health to environmental policy. The SIT Study Abroad experience includes: rigorous academic programs through a field-based, experiential approach; undergraduate research through an Independent Study Project or 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. More than 2,000 students from 200-plus colleges and universities studying in over 40 countries each year. SIT Independent Study Projects often lead to advanced research including Fulbright and Watson fellowships. Learn more at www.sit.edu/studyabroad/. 6508993 1710066 7916149 SIT Graduate Institute - The SIT Graduate Institute offers graduate students and professionals internationally focused full-time and low-residency master's degrees, as well as certificate and professional development programs. Our mission: prepare students to be interculturally effective leaders, professionals, and citizens. SIT 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, coming 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. Learn more at www.sit.edu/graduate. 7242176 1722650 5250680 The Experiment in International Living - Founded in 1932, World Learning's founding program offers dynamic summer programs for high school students in 30 countries worldwide. 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. NOTE: Annually, over $1.5 million in "grants" to eligible participants in the form of scholarships are funded by the philanthropic generosity of former Experimenters and other World Learning supporters. Learn more at www.experimentinternational.org. 3684186 102932 4139813 International Honors Programs - International Honors Program (IHP), a program of World Learning/SIT 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. 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. 5182596 389405 1793948 Other program services, including SIT program support and auxiliary student services, and WL's Oman Center. 16108958 2214987 11184441 122339915 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 0 1 1 1 1 1 0 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 1 196 0 1 832 1 1 1 1 AG AJ AL AM AO AQ AR AS BC BE BH BK BL BM BR BT CB CH CI CM CS CY EC EG EI ES ET EZ FJ FR GG GH GM HR IC ID IN IT JA JM JO KE KG KS KZ LA LI LO MA MG MK ML MO MU MX NL NP NU NZ OC PA PE PL PM RI RS RW SA SF SG SP SZ TH TI TS TU TX TZ UG UK UP UY UZ VM 0 0 0 0 0 0 0 0 X 27 26 0 0 1 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 0 AK AL AR AZ CA CO CT FL GA HI IL KS KY MA MD ME MI MN MO MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV X A J Mascaro Jr-Controller 8022583579 PO Box 676 Kipling Road Brattleboro VT 05302 Robert Adams 1.5 X 0 0 0 Richard Adler 1.5 X 0 0 0 Rye Barcott 1.5 X 0 0 0 Kenneth Bartels 1.5 X 0 0 0 Robert Chase 1.5 X 0 0 0 Fayezul Choudhury 1.5 X 0 0 0 Robert Cosinuke 1.5 X 0 0 0 Mary Davidson 1.5 X 0 0 0 Rosamond Delori 1.5 X 0 0 0 Jane Edwards 1.5 X 0 0 0 Thomas Fox 1.5 X 0 0 0 Thomas Hiatt 1.5 X 0 0 0 Allan Hodgson 1.5 X 0 0 0 Judy Huret 1.5 X 0 0 0 Paul Kraske 1.5 X 0 0 0 Dana Smith Kull 1.5 X 0 0 0 Cheryl Lewy 1.5 X 0 0 0 Virginia Loeb 1.5 X 0 0 0 Charles MacCormick 1.5 X 0 0 0 Clare McMorris 1.5 X 0 0 0 Betsy Michel 1.5 X 0 0 0 Sherry Mueller 1.5 X 0 0 0 Paul Muther 1.5 X 0 0 0 Emilie Ogden 1.5 X 0 0 0 Charles Stewart 1.5 X 0 0 0 Sue Tempero 1.5 X 0 0 0 Adam Weinberg 55 X X 218514 0 16053 Lynne Rosansky 55 X 175673 0 16023 Michael Kearney 55 X 150679 0 17372 Carol Jenkins 55 X 135922 0 11651 Lisa Rae 55 X 103426 0 13454 Nancy Rowden Brock 55 X 60923 0 2684 Robert Soucy 24 X 62769 0 0 Lisa Gurwitch 55 X 59000 0 6590 Peter May 55 X 133438 0 16806 Kevin Carew 55 X 188867 0 17083 Colin Davies 55 X 133976 0 14517 Claude D John 55 X 130878 0 15789 Stephen Katz 55 X 129770 0 11169 Zdzislaw Jan Karpowicz 55 X 129303 0 6614 1813138 0 165805 27 0 1 0 John Buchanan 15225 South 30th Street Phoenix AZ 850488872 democracy fellow/technical specialist-USAID 194597 Grant Thornton LLP 226 Causeway Street Boston MA 02114 accounting audit and tax services 183973 Troy Etulain 1416 A Street NE Washington DC 20002 democracy fellow/technical specialist-USAID 174154 Gloria Garland 3610 39th Street NW E-545 Washington DC 20016 democracy fellow/technical specialist-USAID 172629 Braian Scholl 127 East Linden Street Alexandria VA 22301 democracy fellow/technical specialist-USAID 121279 7 0 0 0 0 0 3189212 110492 3189212 Int'l Development & Exchange Progs 900099 74852933 74852933 0 0 SIT Study Abroad 611600 33851365 33851365 0 0 SIT Graduate Institute 611600 7916149 7916149 0 0 The Experiment in Int'l Living 611600 5250680 5250680 0 0 Int'l Honors Program 611600 4139813 4139813 0 0 1793948 1793948 0 0 127804888 814212 0 4758 809454 0 0 0 0 0 0 0 0 0 0 54729 0 -54729 0 -54729 0 0 -54729 9706451 0 9292527 0 413924 0 413924 0 414 413510 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Overseas Clinic (Health) 621300 45203 0 45203 0 Catering Svces. & Facility Rentals 722320 8096 0 8096 0 Gains from FX Currency & Fwd. Contracts 523999 1279375 0 0 1279375 35055 0 0 35055 1367729 133535236 127804888 58471 2482665 12330842 12330842 4630015 4630015 10422812 10422812 0 0 1978942 1117234 796118 65590 0 0 0 0 25092135 21998669 2570355 523111 699865 615394 70844 13627 4426872 3971274 365480 90118 1459579 1248973 179027 31579 58391 3005 55386 0 196235 120911 63763 11561 252997 81164 171833 0 0 0 0 0 177366 177366 388834 330509 58325 0 2975974 2562854 408142 4978 293369 262116 30771 482 2800803 2322152 420122 58529 938933 866615 58292 14026 0 0 0 0 2492795 2478306 8986 5503 3018628 2833841 111068 73719 0 0 0 0 0 0 0 0 143143 0 143143 0 0 0 0 0 1414270 447768 966502 0 275213 13517 261696 0 Direct program costs: educational 21054602 21054602 0 0 Direct program costs: int'l development 31229545 31229545 0 0 Auxiliary services: educational 823832 823832 0 0 Contrib. pledge loss & reserves 1074003 0 0 1074003 Other operational expenses 734680 573965 96565 64150 0 131384675 122339915 6836418 2208342 90685 22625 5673473 7945147 6592048 6279022 532765 2958563 0 0 0 0 865409 848549 0 0 4391084 4446456 15960369 8840404 8243302 7119965 27888114 31154569 10123688 12967655 0 0 0 0 758757 1418369 65159325 75160920 4694553 3957616 878072 878072 6100957 9435762 0 0 0 0 0 0 1186668 995678 7009917 4418445 0 0 19870167 19685573 X 5276787 9355159 9661634 15769002 30350737 30351186 45289158 55475347 65159325 75160920 X 2150561 8035628 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 39211203 296453 8935367 1757567 0 0 46685456 37459856 339333 3369231 1957217 0 0 39211203 45057634 123383 -5850982 1870179 0 0 37459856 0.15 0.64 0.21 0 0 0 1027780 1027780 0 7699497 4933743 2765754 0 0 0 0 0 7233092 3906661 3326431 0 0 0 0 7119965 Alt. strategies: commodities 1691749 F Alt. strategies: hedge funds 8939285 F Alt. strategies: private equity 1703865 F Alt. strategies: real estate 632756 F 12967655 0 0 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 WL, primarily in the forms of (1) scholarship funding for attendees of academic and educational exchange studies and (2) programs and projects "field" support. SchD_P10_S00_L02 Schedule D, Part X, Line 2 SCHEDULE D, Part X - 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 position 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 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 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. The adoption of these provisions did not have a material impact on the accompanying financial statements as management has concluded that it has no material unrecognized tax benefits or liabilities related to uncertain tax positions at June 30, 2011 and 2010. 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 attendees. 1 South America 5 23 Program Services Educational exchange 6767757 South America 4 4 Program Services Educational exchange [IDEP] 423055 South America 1 5 Program Services Civil society strengthening [IDEP] 139055 South America 1 11 Program Services Organizational strengthening [IDEP] 1314653 South Asia 2 6 Program Services Educational exchange 2487323 South Asia 0 0 Program Services Professional exchange [IDEP] 264097 South Asia 1 6 Program Services Civil society strengthening [IDEP] 583687 Europe (including Iceland and Greenland) 7 11 Program Services Educational exchange 6625865 Europe (including Iceland and Greenland) 1 7 Program Services Educational exchange [IDEP] 805994 Europe (including Iceland and Greenland) 2 10 Program Services Organizational strengthening [IDEP] 1570462 Europe (including Iceland and Greenland) 4 32 Program Services Training [IDEP] 5574393 Middle East and North Africa 3 10 Program Services Educational exchange 2913951 Middle East and North Africa 0 1 Program Services Education/orphans & vulnerable children [IDEP] 449742 Middle East and North Africa 6 23 Program Services Educational exchange [IDEP] 2200406 Middle East and North Africa 0 0 Program Services Training [IDEP] 1975664 Sub-Saharan Africa 9 26 Program Services Educational exchange 6954464 Sub-Saharan Africa 2 13 Program Services Civil society strengthening [IDEP] 6099583 Sub-Saharan Africa 9 69 Program Services Education/orphans & vulnerable children [IDEP] 5033575 Sub-Saharan Africa 0 0 Program Services Educational exchange [IDEP] 189803 Sub-Saharan Africa 2 38 Program Services HIV prevention [IDEP] 1394471 Sub-Saharan Africa 1 6 Program Services Organizational strengthening [IDEP] 804590 Sub-Saharan Africa 0 0 Program Services Training [IDEP] 428960 East Asia and the Pacific 6 9 Program Services Educational exchange 4212194 East Asia and the Pacific 1 8 Program Services Civil society strengthening [IDEP] 370712 Russia and the newly independent States 1 15 Program Services Training [IDEP] 3031206 North America (including Canada and Mexico, but not the United States) 1 2 Program Services Educational exchange 385910 Central America and the Caribbean 1 3 Program Services Educational exchange 503727 70 338 63505299 East Asia and the Pacific Capacity building 7574 wire transfers 0 n/a n/a East Asia and the Pacific Capacity building 38285 wire transfers 0 n/a n/a East Asia and the Pacific Capacity building 21301 wire transfers 0 n/a n/a East Asia and the Pacific Capacity building 12509 wire transfers 0 n/a n/a East Asia and the Pacific Capacity building 6198 wire transfers 0 n/a n/a East Asia and the Pacific Capacity building 6925 wire transfers 0 n/a n/a Europe (including Iceland and Greenland) Civil society strengthening 842357 wire transfers 0 n/a n/a Europe (including Iceland and Greenland) Deliver program to PAX 22167 wire transfers 0 n/a n/a Europe (including Iceland and Greenland) Deliver program to PAX 121277 wire transfers 0 n/a n/a Europe (including Iceland and Greenland) Deliver program to PAX 7450 wire transfers 0 n/a n/a Europe (including Iceland and Greenland) Energy 24720 wire transfers 0 n/a n/a Europe (including Iceland and Greenland) Energy 180816 wire transfers 0 n/a n/a Europe (including Iceland and Greenland) Health 74835 wire transfers 0 n/a n/a Europe (including Iceland and Greenland) Health 57217 wire transfers 0 n/a n/a Europe (including Iceland and Greenland) Special programs to aid the needs of survivors 147195 wire transfers 0 n/a n/a Europe (including Iceland and Greenland) Special programs to aid the needs of survivors 349493 wire transfers 0 n/a n/a Europe (including Iceland and Greenland) Special programs to aid the needs of survivors 321226 wire transfers 0 n/a n/a Europe (including Iceland and Greenland) Special programs to aid the needs of survivors 784559 wire transfers 0 n/a n/a Europe (including Iceland and Greenland) Special programs to aid the needs of survivors 1046668 wire transfers 0 n/a n/a South Asia Special programs to aid the needs of survivors 245879 wire transfers 0 n/a n/a South Asia Special programs to aid the needs of survivors 304501 wire transfers 0 n/a n/a Sub-Saharan Africa Civil society strengthening 82625 wire transfers 0 n/a n/a Sub-Saharan Africa Civil society strengthening 75180 wire transfers 0 n/a n/a Sub-Saharan Africa Civil society strengthening 126432 wire transfers 0 n/a n/a Sub-Saharan Africa Civil society strengthening 496499 wire transfers 0 n/a n/a Sub-Saharan Africa Civil society strengthening 18540 wire transfers 0 n/a n/a Sub-Saharan Africa Civil society strengthening 124151 wire transfers 0 n/a n/a Sub-Saharan Africa Health 82461 wire transfers 0 n/a n/a Sub-Saharan Africa Health 131628 wire transfers 0 n/a n/a Sub-Saharan Africa Health 126033 wire transfers 0 n/a n/a Sub-Saharan Africa Health 107532 wire transfers 0 n/a n/a Sub-Saharan Africa Health 49755 wire transfers 0 n/a n/a Sub-Saharan Africa Health 123316 wire transfers 0 n/a n/a Sub-Saharan Africa Health 106994 wire transfers 0 n/a n/a Sub-Saharan Africa Health 101808 wire transfers 0 n/a n/a Sub-Saharan Africa Health 80699 wire transfers 0 n/a n/a Sub-Saharan Africa Health 128357 wire transfers 0 n/a n/a Sub-Saharan Africa Health 58761 wire transfers 0 n/a n/a Sub-Saharan Africa Health 188438 wire transfers 0 n/a n/a Sub-Saharan Africa Health 49043 wire transfers 0 n/a n/a Sub-Saharan Africa Health 97556 wire transfers 0 n/a n/a Sub-Saharan Africa Health 110581 wire transfers 0 n/a n/a Sub-Saharan Africa Health 82892 wire transfers 0 n/a n/a Sub-Saharan Africa Health 105659 wire transfers 0 n/a n/a Sub-Saharan Africa Health 90833 wire transfers 0 n/a n/a Sub-Saharan Africa Health 1339340 wire transfers 0 n/a n/a Sub-Saharan Africa Health 63342 wire transfers 0 n/a n/a Sub-Saharan Africa Health 203570 wire transfers 0 n/a n/a Sub-Saharan Africa Health 714373 wire transfers 0 n/a n/a Sub-Saharan Africa Health 465605 wire transfers 0 n/a n/a Sub-Saharan Africa Special programs to aid the needs of survivors 152459 wire transfers 0 n/a n/a Sub-Saharan Africa Civil society strengthening 89909 wire transfers 0 n/a n/a 49 3 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) Pre-award survey (for new grant recipients only); 2) Monthly or quarterly financial statements from recipients; 3) Funding decisions based upon financial reports and operational cash-flow status of recipients; 4) Review of recipients' local audit reports when available; and 5) Programmatic reports from recipients. SchF_P02_S00_L01 Schedule F, Part II, Line 1 Difference between reported grant amount on Part IX, Line 3 and total from Schedule F, Part II list is from 5 grants of less than $5,000 to entities in the East Asia and the Pacific region for their capacity building programs, along with a single grant for less than $5,000 to an entity in the South Asia region for its efforts to deliver program to PAX. These 6 grants total $25,289. X X X X X X X 1 Ruffalocody PO Box 3018 Cedar Rapids IA 524063018 Fundraising (phone) services 0 60902 58239 2663 Charity Dynamics 3420 Executive Center Drive Ste G100 Austin TX 78731 Advancement advisory services - electronic communications 0 0 42000 -42000 Holman Consulting 909 Third Avenue 5th Floor New York NY 10022 Advancement advisory services 0 0 33512 -33512 Geri M Critchley 3907 Huntington Street NW Washington DC 200151913 Advancement advisory services - award event planning 0 0 28498 -28498 60902 162249 -101347 AK AL AR AZ CA CO CT DE FL IA ID IN KS KY MA MD ME MI MO MS MT NC NE NH NJ NV NY OH OK OR RI SD TN TX UT VA VT WA WI WV WY 1 Adventist Health Services 2100 Douglas Boulevard Roseville CA 95661 953484589 501c3 211977 0 n/a n/a Health Africare 440 R Street NW Washington DC 20001 237116952 501c3 843908 0 n/a n/a Civil society strengthening Alliance Save Energy 1850 M Street NW Ste 600 Washington DC 20036 521082991 501c3 14718 0 n/a n/a Energy American Councils 1828 L Street NW Washington DC 20036 521067256 501c3 318175 0 n/a n/a Capacity enhancement American Development Foundation 100 North Union Street Ste 200 Alexandria VA 22314 541773406 501c3 156216 0 n/a n/a Delievr program to PAX Berkeley Air Monitoring Group Inc 2124 Kittredge Street No 57 Berkeley CA 94704 263881064 501c3 53770 0 n/a n/a Energy Bethany Christian Services International 901 Eastern Avenue NE PO Box 294 Grand Rapids MI 495010294 381405282 501c3 85392 0 n/a n/a Specia programs to aid the needs of survivors Catholic Relief Services 6516 Broxburn Bethesda MD 20817 135563422 501c3 477298 0 n/a n/a Civil society strengthening Catholic Relief Services US Conference of Catholic Bishops 228 West Lexington Baltimore MD 21201 135563422 501c3 217578 0 n/a n/a Special programs to aid the needs of survivors ChildFund International 2821 Emerywood Parkway Richmond VA 23294 540536100 501c3 324079 0 n/a n/a Health Christian Blind Mission International Inc 450 East Park Avenue Greenville SC 29601 362959883 501c3 33159 0 n/a n/a Special programs to aid the needs of survivors Citizen Diplomacy Council 3604 30th Street San Diego CA 92104 330628755 501c3 10753 0 n/a n/a Deliver program to PAX Cleveland Council on World Affairs 812 Hurin Road E No 650 Cleveland OH 441151168 340720549 501c3 58069 0 n/a n/a Deliver program to PAX Colorado State University Oval Drive Fort Collins CO 80523 510193548 501c3 141105 0 n/a n/a Deliver program to PAX Columbus International Visitors Council 57 Jefferson Avenue No 1 Columbus OH 432153866 316078889 501c3 14600 0 n/a n/a Deliver program to PAX Core Group 6101 Kennedy Drive Chevy Chase MD 208156509 311744950 501c3 81800 0 n/a n/a Health Curamericas Global Inc 318 West Millbrook Ste 105 Raleigh NC 27609 561400098 501c3 15488 0 n/a n/a Health CURE International Inc 701 Bosler Avenue Lemoyne PA 17033 582248383 501c3 95411 0 n/a n/a Special programs to aid the needs of survivors Devis-Development Infostructure 2101 Wilson Boulevard Ste 300 Arlington VA 22201 541647061 501c3 30978 0 n/a n/a Capacity enhancement Fun 4 Kidz Inc 16620 SW 93 Avenue Miami FL 33157 202828866 501c3 189198 0 n/a n/a Health Global Youth Leadership Institute 135 N 76th Street Milwaukee WI 53213 203963841 501c3 31738 0 n/a n/a Deliver program to PAX Handicap International 6930 Carroll Avenue Ste 240 Takoma Park MD 209124468 550914744 501c3 553833 0 n/a n/a Special programs to aid the needs of survivors Health Alliance International 1107 NE 45th Street Ste 427 Seattle WA 98105 943047981 501c3 303223 0 n/a n/a Health HealthRight International Doctors of the World 375 West Broadway New York NY 10012 133791391 501c3 14149 0 n/a n/a Health Institute of International Education 1400 K Street NW Washington DC 20005 131624046 501c3 349264 0 n/a n/a Capacity enhancement International House of Metrolina 322 Hawthorne Lane Charlotte NC 282042434 260510072 501c3 37281 0 n/a n/a Deliver program to PAX International Rescue Committee 122 East 42nd Street New York NY 10168 135660870 501c3 1856618 0 n/a n/a Special programs to aid the needs of survivors International Visitors Center of Chicago 820 North Michigan Avenue Chicago IL 606112147 362406639 501c3 40549 0 n/a n/a Deliver program to PAX International Youth Foundation 32 South street Ste 500 Baltimore MD 21202 382935397 501c3 147394 0 n/a n/a Health Macro International 11785 Beltsville Drive Ste 300 Calverton MD 20705 520955232 n/a 174847 0 n/a n/a Health Medical Teams International PO Box 10 Portland OR 97207 930878944 501c3 20350 0 n/a n/a Health Montana Center for International Visitors PO Box 5114 Bozeman MT 597175114 363558751 501c3 150481 0 n/a n/a Deliver program to PAX Project Harmony 7110 F Street Omaha NE 681171014 222644556 501c3 521957 0 n/a n/a Capacity enhancement Public Health Institute 555 12th Street 10th Floor Oakland CA 94607 941646278 501c3 108644 0 n/a n/a Health Reach Out & Care Wheels Inc 4135Valley Commons Drive Ste D Boseman MT 59718 200402658 501c3 188664 0 n/a n/a Special programs to aid the needs of survivors Saint Bonafice Haiti Foundation 400 North Main Street Randolph MA 02368 043067595 501c3 315945 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 509132 0 n/a n/a Health The Healey Family Foundation 573 Eayrestown Road Lumberton NJ 08048 223850041 501c3 79790 0 n/a n/a Health University of Iowa Division of Sponsored Programs 2 Gilmore Hall Iowa City IA 52242 426004813 501c3 396261 0 n/a n/a Special programs to aid the needs of survivors Tulsa Global Alliance 800 Tucker Drive Tulsa OK 741049700 953018799 501c3 23651 0 n/a n/a Deliver program to PAX UCP Wheel for Humanity 12750 Raymer Street Unit 4 North Hollywodd CA 91605 954581144 501c3 458144 0 n/a n/a Special programs to aid the needs of survivors University of Alabama in Huntsville International Programs and Services Madison Hall 301 Sparkman Drive Huntsville AL 35899 636001138 501c3 23945 0 n/a n/a Deliver program to PAX University of Southern Indiana 8600 Unievrsity Boulevard Evansville IN 47712 351308176 501c3 131925 0 n/a n/a Deliver program to PAX Village Reach 601 North 34th Street Seattle WA 98103 912083484 501c3 9949 0 n/a n/a Health Wellshare International 122 West Franklin Avenue Ste 510 Minneapolis MN 55404 411397062 501c3 170778 0 n/a n/a Health Woodrow Wilson International Center for Scholars One Woodrow Wilson Plaza 1300 Pennsylvania Avenue NW Washington DC 20004 521067541 501c3 370278 0 n/a n/a Health World Affairs Council of KY & Southern IN 200 West Broadway Street Ste 607 Louisville KY 40202 611078276 501c3 61939 0 n/a n/a Deliver program to PAX World Affairs Council of Seattle 2200 Alaskan Way Ste 450 Seattle WA 98121 910586924 501c3 46761 0 n/a n/a Deliver program to PAX World Institute on Disability 510 16th Street Ste 100 Oakland CA 94612 942911623 501c3 416955 0 n/a n/a Special programs to aid the needs of survivors World Vision 6201 Columbia Park Road Hyattsville MD 20785 951922279 501c3 694115 0 n/a n/a Civil society strengthening World Affairs Council of Oregon 1200 SW Park Avenue 3rd Floor Portland OR 97205 930568356 501c3 33306 0 n/a n/a Deliver program to PAX World Chicago 78 East Washington 2nd Floor Chicago IL 60602 363801521 501c3 33345 0 n/a n/a Deliver program to PAX World Vision PO Box 9716 34834 Weyerhaeuser Way South Federal Way WA 980639716 951922279 501c3 677129 0 n/a n/a Health 52 1 Scholarships and aid - SIT Study Abroad 232 467172 0 n/a n/a Scholarships and aid - SIT Graduate Institute 269 1629791 0 n/a n/a Scholarships and aid - The Experiment in International Living 533 1812559 0 n/a n/a Scholarships and aid - International Honors Program 28 98040 0 n/a n/a Tuition discounting and other aid; enrollment-based programs - 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 on-campus 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 six such award transactions in Fiscal 2011; none of which were made to any individuals related to current or former officers, directors, trustees, key or highly-compensated employees of WL. 398 622453 0 n/a n/a SchI_P01_S00_L02 Schedule I, Part I, Line 2 Monitoring use of grants to organizations in the US includes the following procedures: 1) Pre-award survey (for new grant recipients only); 2) Monthly or quarterly financial statements from recipients; 3) Funding decisions based upon financial reports and operational cash-flow status of recipients; 4) Review of recipients' annual A-133 audit reports; and 5) Programmatic reports from recipients. SchI_P02_S00_L01 Schedule I, Part II, Line 1 Difference between reported grant amount on Part IX, Line 1 and total from Schedule I, Part II list is from single grant of less than $5,000 to 501c3 entity for their health programs. SchI_P03_S00_L00 Schedule I, Part III Monitoring use of student financial aid grants - The awarding of student financial aid grants under the US Department of Education's Student Financial Assistance Program are monitored by WL's Financial Aid Office, which ensures WL meets the compliance requirements of OMB Circular A-133. The Financial Aid Office is responsible for establishing and maintaining effective internal control over compliance with the requirements of laws, regulations, contracts and grants applicable to federal programs. The Financial Aid Office utilizes various methods for the fair disbursement of grant funds within the requirements set by each grant source. These student awards are reviewed during the A-133 audit as conducted by external independent auditor to ensure proper use of funds. X X X 0 0 0 0 0 0 0 0 0 Adam Weinberg 218514 0 0 0 0 0 5691 0 10362 0 234567 0 0 0 Lynne Rosansky 175673 0 0 0 0 0 5721 0 10302 0 191696 0 0 0 Michael Kearney 150679 0 0 0 0 0 7534 0 9838 0 168051 0 0 0 Peter May 133438 0 0 0 0 0 6672 0 10134 0 150244 0 0 0 Kevin Carew 188867 0 0 0 0 0 6519 0 10564 0 205950 0 0 0 X 8 106793 "mean" price per share X 2 3699 actual costs 0 0 1 0 F990_P04_S00_L12a Form 990, Part IV, Line 12a As World Learning and its subsidiaries meet the GAAP requirements for consolidation, WL received consolidated audited financial statements for the fiscal year for which it is completing this 990 tax filing. An independent auditing firm conducted the audit of the financial statements. The audited financial statements were prepared in accordance with GAAP. F990_P06_S0A_L04 Form 990, Part VI, Section A, Line 4 World Learning's Board of Trustees amended and re-stated the organization's Bylaws on October 14, 2011. Changes were primarily editing and clarifications, with main changes including; a) expanding potential resource pool for eligibility to becoming Program Trustees; b) updating committees' structures and duties; and, c) making notification provisions more uniform. F990_P06_S0B_L11a Form 990, Part VI, Section B, Line 11a The complete IRS FORM 990 filing 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 exclusion of contributor detail from Schedule B) of the filing is then reviewed by World Learning's Audit Committee. Prior to electronic filing to 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 General Counsel circulates the "POLICY ABOUT FIDUCIARY RESPONSIBILITY, CONFLICT OF INTEREST, INTERMEDIATE SANCTIONS AND DISCLOSURES" forms to each Trustee annually. The General Counsel reviews all responses with an eye towards 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, along with all Officers and Senior Managers (VP level) of World Learning. Committee members who may have conflicts of interest or are otherwise not independent from WL due to a business relationship recuse themselves from this Committee vote. Surveys to which WL 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 organizational 'by-laws' and conflict-of-interest policy, are made available upon request to the Corporate Secretary of WL. Fiscal documentation, such as our annual audited financial statements and 990 tax filing, can be accessed on our web site and are also made available upon request to the Finance Department of the organization. F990_P11_S00_L05 Form 990, Part XI, Line 5 Unrealized gains on investments World Learning Angola Rua 21 de Janeiro Q-5 Case 217 Barrio Morro Bento Luanda Municipality Samba 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 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 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 World Learning India Private LTD C-54 Neeti Bagh New Delhi IN Cross cultural training IN World Learning Inc C 1026620 264252 0.99 World Learning do Brasil Intercambrio Educational Ltda R Moacir Piza 108 Sao Paulo BR Cross cultural training BR World Learning Inc C 1996758 229689 0.99 School for International Training SIT Toulouse 14 impasse Marcel Langer Toulouse FR 31400 Cross cultural training FR World Learning Inc C 0 0 0 World Learning Australia Pty Ltd 85 Grattan Street Suite 128 Hawthorn Victoria AS Cross cultural training AS World Learning Inc C 785054 190907 1 World Learning SC Callejon del Carmen 104 Int 1 Colonia Centro Oaxaca Oaxaca MX 68000 Cross cultural training MX World Learning Inc C 792670 12648 0.99 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 World Learning Angola l 6289397 Budgeted program costs/funding Fundacion World Learning (Argentina) l 1126310 Budgeted program costs/funding World Learning Cyprus Ltd l 572831 Budgeted program costs/funding Centro del Programma Educational SIT l 168464 Budgeted program costs/funding World Learning Samoa Charitable Trust l 228549 Budgeted program costs/funding Association of World Learning in Switzerland l 2065383 Budgeted program costs/funding World Learning Inc (Zanzibar) l 923086 Budgeted program costs/funding World Learning India Private LTD l 1841544 Budgeted program costs/funding World Learning do Brasil Intercambrio Educational Ltda l 2016927 Budgeted program costs/funding School for International Training SIT Toulouse l 1303384 Budgeted program costs/funding World Learning Australia Pty Ltd l 1242902 Budgeted program costs/funding World Learning SC l 800677 Budgeted program costs/funding The School for International Training (S Africa) l 2538650 Budgeted program costs/funding World Learning Angola o 6289387 Budgeted program costs/funding Fundacion World Learning (Argentina) o 1126310 Budgeted program costs/funding World Learning Cyprus Ltd o 572831 Budgeted program costs/funding World Learning Samoa Charitable Trust o 228549 Budgeted program costs/funding Centro del Programma Educational SIT o 168464 Budgeted program costs/funding Association of World Learning in Switzerland o 2065383 Budgeted program costs/funding World Learning Inc (Zanzibar) o 923086 Budgeted program costs/funding World Learning India Private LTD o 1841544 Budgeted program costs/funding World Learning do Brasil Intercambrio Educational Ltda o 2016927 Budgeted program costs/funding School for International Training SIT Toulouse o 1303384 Budgeted program costs/funding World Learning Australia Pty Ltd o 1242902 Budgeted program costs/funding World Learning SC o 800677 Budgeted program costs/funding The School for International Training (S Africa) o 2538650 Budgeted program costs/funding World Learning applied for and received approval from the IRS for an initial 3-month extension to file this return on February 15, 2012. Actual aduit (by independednt national accounting firm) was completed on January 4, 2012. In lieu of requesting a second 3-month filing extension, World Learning elected to take advantage of the IRS granting an extension of time to file, IR-2011-120 and Notice 2012-4, to March 30, 2012 to organizations whose actual due date or first-extended due date for returns is January 17, 2012 or February 15, 2012.