2023-05-12T18:49:54-07:00 2022-06-30 366055558 Grant Thornton LLP 1000 Wilson Blvd Arlington VA 22209 990 2021-07-01 030179592 WORLD LEARNING INC WORL 8022577751 1 Kipling Road PO Box 676 Brattleboro VT 05302 Konstantin Lomidze CFAO & Senior VP of Finance 8022577751 2023-05-12 1 Mary Torretta P00847851 7038477659 2023-05-12 1 11 1 AAL2 X 2021 2023-04-26 12:10:37Z Carol Jenkins 1015 15th Street NW 9th Floor Washington DC 20005 93836114 0 X www.worldlearninginc.org X 1932 VT To work globally to enhance the capacity and commitment of individuals, institutions, and communities to create a more sustainable, peaceful, and just world. 26 25 381 3 13294 0 11320470 7859483 34146782 80973933 3168120 3875042 19478 85021 48654850 92793479 6660621 12382391 0 0 26961090 33589299 0 0 875099 15840263 46560781 49461974 92532471 -807124 261008 69510730 65294631 14583799 17714362 54926931 47580269 Creating a more sustainable, peaceful, and just world through education, development, and exchange since 1932. As both an accredited academic institution and an international NGO, World Learning Inc. offers the best of theory and practice to individuals and institutions in 162 countries. We believe that our work, grounded in our experiential approach to learning, helps people become the best version of themselves. By offering opportunities for people to learn about and experience the world, and develop their skills, confidence, and understanding, we create leaders who effect positive change in their communities and around the world. 0 0 55153284 10320100 58568636 Global Development and Exchange - For more than 30 years, World Learning has worked to bridge the gap between the desire for human development and the ability to achieve that goal. We work globally to build 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. Activities include supporting STEM centers for youth in Algeria, designing study tours for influential global professionals, implementing youth leadership programs, assisting primary schools in Lebanon, and training teachers of English to speakers of other languages. This year some 30,000 people from nearly 150 different countries have participated in a World Learning in-person or virtual program. Our approach to global development employs strong local partnerships and uses experiential approaches grounded in the organization's 90-year history to identify solutions to pressing global and local development challenges in basic education; workforce development; and civic engagement. 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 vast global network of students and alumni, faculty, staff, and in-country partners working together to inspire and lead effective social change. Learn more at: https://www.worldlearning.org/what-we-do/. 21766163 649052 16971438 SIT Study Abroad - A pioneer in experiential, field-based study abroad, SIT offers semester, summer, and custom term programs for undergraduate students in over 40 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, SIT fosters a worldwide network of individuals and organizations committed to responsible global citizenship. SIT Study Abroad fulfills 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 SIT faculty and staff, home-stay families, in-country experts, and community members; and, a commitment to reciprocity as the foundation of our educational philosophy. SIT Independent Study Projects often lead to advanced research including Fulbright and Watson fellowships. Learn more at https://studyabroad.sit.edu/about/. 3337444 836214 3018986 SIT Graduate Institute - The SIT Graduate Institute offers graduate students and professionals internationally focused full-time and hybrid degrees accredited master's degrees, as well as certificate and professional development programs. Program options are provided in U.S. and globally, including in Argentina, Ecuador, Iceland, India, Jordan, Kenya, Malawi, Morocco, Serbia, South Africa, Spain, Switzerland, Tanzania, Turkey, Vietnam. The Institute's mission: prepare students to be inter-culturally effective leaders, professionals, and citizens. In doing so, SIT fosters a worldwide network of individuals and organizations committed to responsible global citizenship. Programs include international education, Sustainable Development Practice, TESOL, climate change policy and advocacy, humanitarian assistance and crisis management, global health, and diplomacy and international relations. 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. SIT Graduate Institute served as a training center for early Peace Corps volunteers and attracts many returned volunteers as staff and students. Learn more at https://graduate.sit.edu/. 2008370 39881 1441219 International Honors Programs - International Honors Program (IHP), a program within SIT, 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, food security and agriculture, international relations, social justice, and human rights. Learn more about IHP at https://studyabroad.sit.edu/programs/ihp-comparative-programs/. 1570192 537144 543994 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. Due to the pandemic, The Experiment did not offer its normal program portfolio abroad. The Experiment pivoted digitally and offered virtual exchange programs for students from the US and the Middle East. The program, The Experiment Digital, served over 600 students and ran for eight weeks during the summer months. Through Experiential activities, group work and webinars, students were able to engage online supported by digital program facilitators. The Experiment Digital builds leadership and communication skills, gain essential international experience, increase self-confidence, and enhance global awareness. The Experiment Digital is supported by the Steven's Initiative, administered by the Aspen Institute and by generous donors and family foundations. Learn more at https://www.experiment.org/. 106486 0 429660 Other program services, including TESOL and auxiliary student services. 3685048 577025 2414873 83941939 1 1 0 1 0 0 0 0 0 1 1 1 0 0 0 1 0 1 1 1 1 1 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 279 0 1 381 1 1 1 1 AG AO AQ AR AS BL BM BR CH CI CM CO EC EG ET EZ GH IC ID IN JM JO KE KV LE LI MA MG MX MY NL NP NU PE PK PM RI RW SA SF SG SP SZ TS TZ UG UK VM 0 0 0 0 0 0 0 0 0 0 X 26 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AL AR CA CO CT FL GA HI IL KS KY LA 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 X Mersea Mulat Boku 2026455244 1015 15th Street NW 9th Floor Washington DC 20005 Carol Jenkins CEO 55 0 X X 298561 0 24225 Konstantin Lomidze SVP Finance, CFAO 55 0 X 277763 0 39117 Sophia Howlett President, SIT 55 0 X 247954 0 26307 Lisa Rae SVP of Legal Affairs and General Counsel 55 0 X 192319 0 37865 Lisa Posner Olocco Vice President, Global Programs 55 0 X 201201 0 9038 Carleena Graham Vice President, HR & Administration 40 0 X 186560 0 8823 Sravani Ghosh-Robinson VP, Business Development 40 0 X 155001 0 37446 Paul Dery Executive Director: Corporate Finance 40 0 X 156508 0 19041 Cynthia M Runyan Divisional Vice President 40 0 X 154841 0 6583 Aicha Naomi Cooper Trustee 1.5 0 X 0 0 0 Allen B Cutler Trustee, Board Chair 2 0 X X 0 0 0 Bisa Williams Trustee [from 10/2021] 1.5 0 X 0 0 0 Charles F MacCormack Trustee 1.5 0 X 0 0 0 Cheryl Winter Lewy Trustee 1.5 0 X 0 0 0 Elizabeth Clay Roy Trustee 1.5 0 X 0 0 0 Emilie M Ogden Trustee [through 10/2021] 1.5 0 X 0 0 0 Jack Benson Trustee, Vice Chair 2 0 X X 0 0 0 Jennifer Backus Trustee, Vice Chair 2 0 X X 0 0 0 John Wanda Trustee [from 10/2021] 1.5 0 X 0 0 0 Lahcen Haddad Trustee 1.5 0 X 0 0 0 Laura Roos Trustee 1.5 0 X 0 0 0 Lauren Landis Trustee 1.5 0 X 0 0 0 Lawrence S Cooley Trustee, Vice Chair 2 0 X X 0 0 0 Lynne Maguire Trustee 1.5 0 X 0 0 0 Michael Clarfeld Trustee 1.5 0 X 0 0 0 Michael Siegel Trustee 1.5 0 X 0 0 0 Paul S Muther Trustee 1.5 0 X 0 0 0 Raimund Grube Trustee [from 10/2021] 1.5 0 X 0 0 0 Rajesh Misra Trustee [from 10/2021] 1.5 0 X 0 0 0 Richard J Adler Trustee 1.5 0 X 0 0 0 Richard Keim Trustee 1.5 0 X 0 0 0 Roopali Phadke Trustee 1.5 0 X 0 0 0 Rye Barcott Trustee [through 07/2021] 1.5 0 X 0 0 0 Sarah Ingersoll Trustee [from 10/2021] 1.5 0 X 0 0 0 Thomas Hiatt Trustee 1.5 0 X 0 0 0 Virginia A Loeb Trustee 1.5 0 X 0 0 0 1870708 0 208445 36 0 1 0 Grant Thornton LLP 75 State Street No 13 Boston MA 02109 Audit and tax services 197183 Greystone 12505 Park Potomac Avenue Suite 420 Potomac MD 20854 Investment Management 149454 Girikon Inc 15433 N Tatum Blvd Suite 105 Phoenix AZ 85032 Salesforce Consultancy 139800 3 0 0 0 0 5624039 2235444 530116 7859483 Global Development and Exchange 900099 58568636 58568636 0 0 Study Abroad 611310 16971438 16971438 0 0 SIT Graduate Institute 611310 3018986 3018986 0 0 The Experiment in Int'l Living 611600 543994 543994 0 0 International Honors Program 611310 1441219 1441219 0 0 429660 429660 0 0 80973933 810200 0 13294 796906 0 0 0 0 0 0 0 0 66480 0 50723 0 15757 0 15757 0 0 15757 4056754 0 991912 0 3064842 0 3064842 0 0 3064842 0 Credit card rebate 611310 42764 0 0 42764 Dormitory rental 611310 10800 0 0 10800 Credit card convenience Fee 611310 9553 0 0 9553 6147 0 0 6147 69264 92793479 80973933 13294 3946769 4595239 4595239 1418230 1418230 6368922 6368922 0 0 1148210 292063 856147 0 0 0 0 0 25909891 22395593 3078123 436175 853237 750279 88610 14348 4331115 3827837 436553 66725 1346846 1135945 189554 21347 0 0 0 0 334539 68535 253366 12638 549291 296133 253158 0 0 0 0 0 0 0 150254 117566 30563 2125 2653574 2151552 488852 13170 442665 330474 108129 4062 1142986 841211 267532 34243 1137597 917005 201754 18838 0 0 0 0 2998860 2483262 486169 29429 1161967 1128275 27432 6260 0 0 0 0 102752 89326 11946 1480 0 0 0 0 0 0 0 0 858828 710066 130252 18510 494979 20845 474134 0 Direct program costs: Global dev't. 23625132 23625132 0 0 Direct program costs: SSA 8294184 8294184 0 0 Direct program costs: IHP 880632 880632 0 0 Direct program costs: Grad 488643 488643 0 0 1243898 714990 333159 195749 92532471 83941939 7715433 875099 1199591 949353 6092052 3758388 5678702 9128237 975249 976466 0 0 0 0 51703 53163 2296850 4158738 19772666 16372303 3999554 3400363 32739040 24815369 16355844 17710610 0 0 0 0 122145 343944 69510730 65294631 6391227 9396297 0 0 6192573 8318065 0 0 0 0 0 0 0 0 1999999 0 0 0 14583799 17714362 X 6939096 5022432 47987835 42557837 54926931 47580269 69510730 65294631 X 261008 -7603127 2874 0 0 -7417 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 1 0 1 0 0 1 846 0 1 250 1096 0 Schedule C, Part II-B, Line 1 1 d. MAILINGS TO MEMBERS, LEGISLATORS, OR THE PUBLIC: 16. WORLD LEARNING JOINED 16 COMMUNITY SIGN ON LETTERS IN TOTAL INCLUDING COMMUNITY SIGN ON LETTERS TO THE 117th CONGRESS, THE WHITE HOUSE, THE U.S. AGENCY FOR INTERNATIONAL DEVELOPMENT, THE OFFICE OF MANAGEMENT AND BUDGET, AND THE NATIONAL SECURITY ADVISOR. WORLD LEARNING JOINED 8 COMMUNITY SIGN-ON LETTERS TO MEMBERS OF THE 117TH CONGRESS: 2 LED BY THE ALLIANCE FOR PEACEBUILDING ADVOCATING FOR ROBUST FUNDING FOR COMMUNITY-BASED EFFORTS TO RESOLVE CONFLICT AND COUNTER POLARIZATION ACROSS THE UNITED STATES, AND SUPPORTING THE BUILDING CIVIC BRIDGES ACT, 1 LED BY THE BASIC EDUCATION COALITION SUPPORTING THE REAUTHORIZATION OF THE REINFORCING EDUCATION ACCOUNTABILITY IN DEVELOPMENT (READ) ACT, 1 LED BY CARE USA ADVOCATING FOR ADDITIONAL EMERGENCY SUPPLEMENTAL FUNDING FOR GLOBAL HEALTH, HUMANITARIAN, AND DEVELOPMENT AID IN THE FINAL FISCAL YEAR 2022 BUDGET BILL, 1 LED BY CHILDFUND INTERNATIONAL ADVOCATING FOR INCREASED INVESTMENTS IN CHILD AND YOUTH SUPPORT PROGRAMMING GLOBALLY THROUGH ROBUST FISCAL YEAR 2023 FUNDING, 1 LED BY THE GLOBAL CAMPAIGN FOR EDUCATION-US ADVOCATING FOR ROBUST INTERNATIONAL BASIC EDUCATION FUNDING, AND 2 LED BY INTERACTION ADVOCATING FOR INCREASED FUNDING FOR ADDRESSING FOOD INSECURITY, HUMANITARIAN CRISES, EXTREME WEATHER EVENTS, BACKSLIDING DEMOCRACIES AND GLOBAL HEALTH INSECURITY, AND ADVOCATING FOR SUPPLEMENTAL FUNDING TO SUPPORT THE OBJECTIVES OF THE U.S. GLOBAL COVID-19 RESPONSE AND RECOVERY FRAMEWORK. WORLD LEARNING JOINED 8 COMMUNITY SIGN ON LETTERS TO THE BIDEN ADMINISTRATION, 2 LED BY AMNESTY INTERNATIONAL USA AND EVACUATE OUR ALLIES CALLING FOR MORE ROBUST EVACUATION AND RESETTLEMENT SUPPORT FOR AT-RISK AFGHAN ALLIES IN AFGHANISTAN AND FOR MORE RAPID EVACUATIONS OF AFGHAN ALLIES, 1 LED BY THE EARLY CHILDHOOD DEVELOPMENT COALITION ADVOCATING FOR SUPPORTING EFFECTIVE COUNTRY-LEVEL IMPLEMENTATION OF THE GLOBAL CHILD THRIVE ACT, 1 LED BY CARE USA URGING THE PRESIDENT TO FORMALLY REQUEST FROM CONGRESS ADDITIONAL EMERGENCY SUPPLEMENTAL FUNDING FOR COVID-19 GLOBALLY, 1 LED BY THE GENDER COMMUNITY ADVOCATING FOR INCREASED INVESTMENTS IN GLOBAL GENDER EQUALITY IN THE ADMINISTRATION'S FISCAL YEAR 2023 FUNDING REQUEST, 1 LED BY INTERACTION URGING THE PRESIDENT TO REQUEST SUPPLEMENTAL FUNDING FROM CONGRESS IN SUPPORT OF THE U.S. GLOBAL COVID-19 RESPONSE AND RECOVERY FRAMEWORK, 1 LED BY THE NEAR NETWORK SUPPORTING THE U.S. AGENCY FOR INTERNATIONAL DEVELOPMENT'S COMMITMENT TO LOCALLY LED DEVELOPMENT, AND 1 LED BY SESAME WORKSHOP URGING THE ADMINISTRATION TO PROVIDE ADDITIONAL FUNDING FOR EARLY CHILDHOOD DEVELOPMENT AND TOWARD THE MOST VULNERABLE. 1 e. PUBLICATIONS OR PUBLISHED OR BROADCAST STATEMENTS: 1. WORLD LEARNING ENDORSED 1 PUBLIC COMMUNITY STATEMENT: 1 LED BY SAVE THE CHILDREN IN SUPPORT OF THE KEEPING GIRLS IN SCHOOL ACT, THE GIRLS LEAD ACT, AND THE SAFE FROM START ACT, WHICH ADDRESS CRITICAL U.S. FOREIGN POLICY PRIORITIES RELATED TO GIRLS' SECONDARY EDUCATION, CIVIC LEADERSHIP AND GENDER BASED VIOLENCE IN CRISES. 1 g. DIRECT CONTACT WITH LEGISLATORS, THEIR STAFFS, GOVERNMENT OFFICIALS, OR A LEGISLATIVE BODY: 25. WORLD LEARNING HAS PERIODIC DIRECT CONTACT WITH THESE PARTIES IN SUPPORT OF U.S. PROGRAMS RELATED TO INTERNATIONAL EDUCATION, DEVELOPMENT, AND EXCHANGES. ADVOCACY/LOBBY DAYS: 1. WORLD LEARNING PARTICIPATED IN 1 ADVOCACY DAY FACILITATED BY THE ALLIANCE FOR INTERNATIONAL EXCHANGE. WORLD LEARNING'S PARTICIPATION IN THIS ADVOCACY DAY CONSISTED OF PRESENTING IMPACT/RESULTS OF EDUCATIONAL AND CULTURAL EXCHANGES ON PARTICIPANTS AND U.S. HOST COMMUNITIES. MET WITH 13 MEMBERS OF CONGRESS OR THEIR STAFF. MEETINGS WITH CONGRESSIONAL STAFF AND STATE LEGISLATORS: 25. WORLD LEARNING PARTICIPATED IN 25 MEETINGS WITH CONGRESSIONAL STAFF INCLUDING STAFF OF THE HOUSE AND SENATE APPROPRIATIONS COMMITTEES, THE HOUSE FOREIGN AFFAIRS COMMITTEE, AND THE SENATE FOREIGN RELATIONS COMMITTEE. MEETINGS FOCUSED ON SUPPORT FOR THE INTERNATIONAL AFFAIRS ACCOUNT, THE IMPACT OF EDUCATIONAL AND CULTURAL EXCHANGES, DEVELOPMENT AND ECONOMIC ASSISTANCE, THE IMPACT OF COVID-19, THE EMPLOYEE RETENTION TAX CREDIT, REFUGEE SUPPORT AND RESETTLEMENT, AND ON INFREQUENT OCCASIONS INCLUDED FUNDING REQUESTS FOR ASSOCIATED ACCOUNTS. 1 MEETING WITH A MEMBER OF THE VERMONT STATE LEGISLATURE TO COMMUNICATE THE ONGOING IMPACT OF COVID-19 ON VERMONT NONPROFIT INSTITUTIONS, AND TO INQUIRE REGARDING NONPROFIT ELIGIBILITY FOR PANDEMIC RELATED RELIEF. 1 I. OTHER ACTIVITIES: WORLD LEARNING PAYS DUES TO A VARIETY OF ORGANIZATIONS THAT ENGAGE IN LOBBYING IN SUPPORT OF U.S. FOREIGN ASSISTANCE AND THE INTERNATIONAL AFFAIRS ACCOUNT BUT WORLD LEARNING HAS NOT MADE ANY INTERNAL ALLOCATION OF SUCH DUES AS SUCH THERE IS NO AMOUNT REPORTED. 46792384 238184 -3566559 756895 1794747 0 40912367 38588167 99587 9470733 883572 482531 0 46792384 38277610 2093622 1024954 1403168 1404851 0 38588167 45334328 28437 1440595 1644790 6880960 0 38277610 44714026 178639 3031875 1462682 1127530 0 45334328 0 0.8264 0.1736 0 0 0 479922 479922 0 8729974 7487083 1242891 0 940373 366657 573716 0 5736688 5006317 730371 0 3885709 3512246 373463 3400363 Fixed income strategies - non publicly traded 1545472 F Hedge funds 12218938 F Private equity funds 3642675 F Real estate funds 57797 F Beneficial Interest in Remainder Trust 245728 F 17710610 0 0 X Schedule D, Part V, Line 4 World Learning's Endowment 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. Schedule D, Part X, Line 2 World Learning follows guidance that clarifies the accounting for uncertainty in tax positions taken or expected to be taken in a tax return, including issues relating to financial statement recognition and measurement. This guidance provides that the tax effects from an uncertain tax position can only be recognized in the consolidated financial statements if the position is "more-likely-than-not" to be sustained if the position were to be challenged by a taxing authority. The assessment of the tax position is based solely on the technical merits of the position, without regard to the likelihood that the tax position may be challenged. World Learning is exempt from Federal income tax under Internal Revenue Code ("IRC") section 501(c)(3), though it is subject to tax on income unrelated to its exempt purpose, unless that income is otherwise excluded by the Code. Certain of World Learning's foreign subsidiaries are organized as taxable entities in their respective countries. World Learning has processes presently in place to ensure the maintenance of its tax-exempt status; to identify and report unrelated business income; to determine its filing and tax obligations in jurisdictions for which it has nexus; and to identify and evaluate other matters that may be considered tax positions. World Learning has determined that there are no material uncertain tax positions that require recognition or disclosure in the consolidated financial statements. In addition, World Learning has not recorded a provision for income taxes as it has no material tax liability from unrelated business income activities. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 World Learning's non-discrimination policy is published in its printed promotional materials and printed registration materials, and also made available on the organization's website. World Learning does not discriminate on the basis of race, color, ethnic or national origin, sex, sexual orientation, gender identity, religion, age, ancestry, disability, military status, veteran status, or other non-merit reasons, in admissions, educational programs, or activities and employment, and complies with all applicable federal and state laws regarding nondiscrimination and affirmative action, including Title IX of the Education Amendments of 1972 and Section 504 of the Rehabilitation Act of 1973, and Title VII of the Civil Rights Act of 1964. Schedule E, Part I, Line 6 World Learning receives funding from the US Department of Education in the form of Federal Stafford Loan for eligible SIT Graduate Institute students. 1 Central America and the Caribbean 1 3 Program Services Education 728140 Central America and the Caribbean 0 0 Program Services Exchange and Training 25402 Central America and the Caribbean 0 0 Grantmaking 46531 Central America and the Caribbean 0 0 Investments 11750272 East Asia and the Pacific 7 47 Program Services Education 954614 East Asia and the Pacific 1 5 Program Services Exchange and Training 213533 East Asia and the Pacific 0 0 Grantmaking 53518 Europe (including Iceland and Greenland) 8 32 Program Services Education 5160388 Europe (including Iceland and Greenland) 0 0 Program Services Exchange and Training 164785 Europe (including Iceland and Greenland) 0 0 Grantmaking 238926 Europe (including Iceland and Greenland) 0 0 Investments 2046181 Middle East and North Africa 6 122 Program Services Education 16726458 Middle East and North Africa 1 3 Program Services Exchange and Training 1195785 Middle East and North Africa 0 0 Grantmaking 5416335 North America (including Canada and Mexico, but not the United States) 1 3 Program Services Education 36677 North America (including Canada and Mexico, but not the United States) 0 0 Program Services Exchange and Training 11050 North America (including Canada and Mexico, but not the United States) 0 0 Grantmaking 52218 North America (including Canada and Mexico, but not the United States) 0 0 Investments 15000 Russia and the newly independent States 0 0 Program Services Education 22313 Russia and the newly independent States 0 0 Grantmaking 40700 South America 6 47 Program Services Education 3187487 South America 0 0 Grantmaking 301661 South Asia 4 40 Program Services Education 758782 South Asia 0 0 Grantmaking 38092 Sub-Saharan Africa 13 71 Program Services Education 2244293 Sub-Saharan Africa 0 0 Grantmaking 180940 48 373 51610081 Middle East and North Africa Participant Exchanges 2474789 wire transfers 0 n/a n/a South America Youth Ambassadors Program 41417 wire transfers 0 n/a n/a Middle East and North Africa Education 12398 wire transfers 0 n/a n/a South America Youth Ambassadors Program 48184 wire transfers 0 n/a n/a Middle East and North Africa Education 10793 wire transfers 0 n/a n/a Russia and the newly independent States Participant Exchanges 40400 wire transfers 0 n/a n/a North America (including Canada and Mexico, but not the United States) Participant Exchanges 21339 wire transfers 0 n/a n/a South America Education 6500 wire transfers 0 n/a n/a Europe (including Iceland and Greenland) Participant Exchanges 36135 wire transfers 0 n/a n/a Middle East and North Africa Education 8600 wire transfers 0 n/a n/a South America Youth Ambassadors Program 20998 wire transfers 0 n/a n/a South America Youth Ambassadors Program 40862 wire transfers 0 n/a n/a Middle East and North Africa Education 12506 wire transfers 0 n/a n/a Middle East and North Africa Education 25421 wire transfers 0 n/a n/a Middle East and North Africa Education 9031 wire transfers 0 n/a n/a Middle East and North Africa Education 2559236 wire transfers 0 n/a n/a Middle East and North Africa Education 36277 wire transfers 0 n/a n/a Middle East and North Africa Education 12402 wire transfers 0 n/a n/a Middle East and North Africa Education 15249 wire transfers 0 n/a n/a Europe (including Iceland and Greenland) Education 6000 wire transfers 0 n/a n/a 12 8 Scholarships/Small grants Europe (including Iceland and Greenland) 83 196791 account credit/wire 0 n/a n/a Scholarships/Small grants Middle East and North Africa 73 239633 account credit/wire 0 n/a n/a Scholarships/Small grants South America 38 143281 account credit/wire 0 n/a n/a Scholarships/Small grants South Asia 12 34792 account credit/wire 0 n/a n/a Scholarships/Small grants Sub-Saharan Africa 58 180940 account credit/wire 0 n/a n/a Scholarships/Small grants East Asia and the Pacific 15 60043 account credit/wire 0 n/a n/a Scholarships/Small grants Central America and the Caribbean 14 43531 account credit/wire 0 n/a n/a Scholarships North America (including Canada and Mexico, but not the United States) 9 26879 account credit 0 n/a n/a 1 0 1 1 1 1 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) review 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. World Learning offers grants and scholarships to international students based on several criteria, including need and demonstrated commitment to the SIT's mission. Financial Aid Office awards financial aid to qualifying students based on several criteria and donors restrictions. Furthermore, in collaboration with Accounts Receivable Office, the Financial Aid Office monitors financial aid disbursements throughout the year. 1 Gulf Coast Diplomacy Council 227 2nd Ave N Saint Petersburg FL 33701 223898121 501c3 6058 0 N/A N/A Participant Exchanges Cleveland Council on World Affairs 812 Huron Rd E 650 Cleveland OH 44115 340720549 501c3 18949 0 N/A N/A Participant Exchanges Global Ties KC 30 West Pershing Road Suite 405 Kansas City MO 64108 431727811 501c3 29280 0 N/A N/A Young Leaders Exchange Programs WorldDenver PO Box 40396 Denver CO 80204 454346778 501c3 29683 0 N/A N/A Participant Exchanges Management System International Inc 200 12th Street South Suite 1200 Arlington VA 22202 521215041 501c3 1146820 0 N/A N/A Participant Exchanges Foundation for International Understanding Through Students University of Washington HUB 206 Box 352233 Seattle WA 98195 910646781 501c3 18171 0 N/A N/A Youth Program World Affairs Council of Oregon 1200 SW Park Ave 3rd Floor Portland OR 97205 930568356 501c3 6230 0 N/A N/A Participant Exchanges International Republican Institute 1225 I St NW No 800 Washington DC 20005 521340267 501c3 102426 0 N/A N/A Participant Exchanges Colleagues International 555 West Crosstown Parkway 203 Kalamazoo MI 49008 383051840 501c3 41748 0 N/A N/A Young Leaders Exchange Programs Georgetown University 3700 O St NW Washington DC 20057 530196603 501c3 982464 0 N/A N/A Participant Exchanges Amigos de las Americas 1800 West Loop South Suite 1325 Houston TX 77055 741547146 501c3 723243 0 N/A N/A Participant Exchanges Creative Connections Inc 303 West Ave Norwalk CT 06854 133697184 501c3 15117 0 N/A N/A Participant Exchanges Vermont Council on World Affairs 60 Main St Ste 100 Burlington VT 05401 036010787 501c3 23179 0 N/A N/A Participant Exchanges Duke University PO Box 602651 Charlotte NC 28260 560532129 501c3 93171 0 N/A N/A Participant Exchanges University of Virginia PO Box 400195 Charlottesville VA 22904 546001796 501c3 28170 0 N/A N/A Participant Exchanges Purdue University 1281 Win Hentschel BLVD Suite 1100 Suite 1100 West Lafayette IN 47906 356002041 Gov't 96952 0 N/A N/A Participant Exchanges Iowa Resource for International Service 2521 University Boulevard Suite 123 Ames IA 50014 421394408 501c3 7447 0 N/A N/A Participant Exchanges International Rescue Committee 122 East 42nd Street New York NY 10168 135660870 501c3 451645 0 N/A N/A Participant Exchanges Augustana University 2001 S Summit Ave Sioux Falls SD 57197 460224588 501C3 6946 0 N/A N/A Capacity Building Dillard University 2601 Gentilly Blvd New Orleans LA 70122 720408929 501C3 12874 0 N/A N/A Capacity Building Northwestern Connecticut Community College 4 Park Place Winstead CT 06098 061311451 Gov't 8063 0 N/A N/A Capacity Building University of Tennessee 201 Andy Holt Tower Knoxville TN 37996 626001636 Gov't 23449 0 N/A N/A Capacity Building Berlitz Franchising Corporation 7 Roszel Rd Princeton NJ 08540 223384175 For Profit 33144 0 N/A N/A Education World Affairs Council of Kentucky & Southern Indiana Indiana 200 West Broadway St Suite 607 Louisville KY 40202 611078276 501c3 19863 0 N/A N/A Participant Exchanges Trustees of Mount Holyoke College 50 College Street South Hadley MA 01075 042103578 501C3 9000 0 N/A N/A Participant Exchanges Colorado Mountain College 802 Grand Avenue Glenwood Springs CO 81601 840567768 Gov't 5650 0 N/A N/A Participant Exchanges Georgia State University 75 Piedmont Ave NE Atlanta GA 30303 586002050 Gov't 15513 0 N/A N/A Participant Exchanges Lincoln University 1570 Baltimore Pike Lincoln University PA 19352 231352655 501C3 23008 0 N/A N/A Participant Exchanges Montana State University - Billings 1500 University Dr Billings MT 59101 816001642 Gov't 12682 0 N/A N/A Participant Exchanges New Mexico State University PO Box 30002 MSC SPA Las Cruces NM 88003 856000401 Gov't 14162 0 N/A N/A Participant Exchanges Texas Womans University PO Box 425439 Denton TX 76204 756002618 Gov't 13459 0 N/A N/A Participant Exchanges Universidad del Sagrado Corazon PO BOX 12383 SAN JUAN PR 00914 660207156 501C3 14354 0 N/A N/A Participant Exchanges University of Houston-Clear Lake 2700 Bay Area Boulevard MC 103 Houston TX 77058 746001399 Gov't 21419 0 N/A N/A Participant Exchanges Worcester State University 486 Chandler Street Worcester MA 01602 042760551 Gov't 12320 0 N/A N/A Participant Exchanges PeaceTech Lab 2301 Constitution Ave NW Washington DC 20037 472267437 501c3 31000 0 N/A N/A Participant Exchanges International Focus Inc 3700 National Dr 214 Raleigh NC 27612 561597928 501c3 59393 0 N/A N/A Participant Exchanges Arab American Womens Business Council 22952 Outer Dr Dearborn MI 48124 352296131 501c3 28524 0 N/A N/A Participant Exchanges GlobalJax Inc 100 Festival Park Avenue Jacksonville FL 32202 593032070 501c3 11953 0 N/A N/A Participant Exchanges Chico State Enterprises 25 Main Street Suite 103 Chico CA 95928 680386518 501C3 64628 0 N/A N/A Participant Exchanges University of Arkansas 1 University of Arkansas Fayetteville AR 72701 716003252 Gov't 71618 0 N/A N/A Participant Exchanges Global One To One 700 Lomas NE Suite 204 Albuquerque NM 87107 743220465 501c3 12407 0 N/A N/A Participant Exchanges Utah Council for Citizen Diplomacy 1840 South 1300 East Salt Lake City UT 84105 876128308 501c3 16408 0 N/A N/A Youth Program Minnesota State Colleges and Universities St Cloud State University Busines S 720 Fouth Ave S Saint Cloud MN 56301 411687554 Gov't 5500 0 N/A N/A Participant Exchanges Albright College 13th and Bern Streets PO Box 15234 Reading PA 19612 231352615 501C3 20203 0 N/A N/A Participant Exchanges Research Foundation for The State University of New York 230 West 41st Street New York NY 10036 131988190 501C3 15858 0 N/A N/A Participant Exchanges Drake University 2507 University Ave Old Main 324 Des Moines IA 50311 420680460 501C3 5009 0 N/A N/A Participant Exchanges Florida State College at Jacksonville 501 West State Street Room 304 Jacksonville FL 32202 591149317 Gov't 12437 0 N/A N/A Participant Exchanges Goshen College Inc Goshen College 1700 South Main Street Goshen IN 46526 352158366 501C3 17737 0 N/A N/A Participant Exchanges Green River College 12401 SE 320th Street Auburn WA 98092 910814013 Gov't 17280 0 N/A N/A Participant Exchanges Salem State University 352 Lafayette Street Salem MA 01970 042325342 Gov't 24201 0 N/A N/A Participant Exchanges Western Kentucky University 1906 College Heights Blvd No 11022 Bowling Green KY 42101 616055628 Gov't 7390 0 N/A N/A Participant Exchanges Sul Ross State University Box C-500 Alpine TX 79832 746000027 Gov't 6843 0 N/A N/A Capacity Building University of Washington 4300 Roosevelt Way NE Box 354965 Seattle WA 98105 916001537 Gov't 14809 0 N/A N/A Participant Exchanges Sinclair Community College 444 West Third Street Dayton OH 45402 310723444 Gov't 5300 0 N/A N/A Participant Exchanges University of Florida Suite 1250 E Campus Office BLDG PO Box 113201 Gainesville FL 32611 596002052 Gov't 17988 0 N/A N/A Participant Exchanges Utica College 1600 Burrstone Road Utica NY 13502 161476258 501C3 10865 0 N/A N/A Participant Exchanges Global Ties ABQ PO BOX 30485 Albuquerque NM 87190 850338419 501C3 12697 0 N/A N/A Youth Ambassadors Program 56 1 Scholarships and aid -Experiment in International Living; Awards funded by temporarily restricted and endowed gifts of WL. 516 537144 0 n/a n/a Scholarships and aid -SIT Graduate Institute; Awards funded by temporarily restricted and endowed gifts of WL. 38 184417 0 n/a n/a Small grants for individuals to participate in new program initiatives. 13 44872 0 n/a n/a Additional tuition/program fee assistance to participants of WL's enrollment based offerings is provided. Unlike awarded scholarships, tuition "discounting" is not funded by temporarily restricted or endowed gifts of WL. 130 651797 0 n/a n/a 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. World Learning offers grants and scholarships to US students based on several criteria, including need and demonstrated commitment to the SIT's mission. Financial Aid Office awards financial aid to qualifying students based on several criteria and donors restrictions. Furthermore, in collaboration with Accounts Receivable office, Financial Aid office monitors financial aid disbursements throughout the year. X X X 0 0 0 0 0 0 0 1 0 Carol Jenkins CEO 296239 0 0 0 2322 0 12692 0 11533 0 322786 0 0 0 Konstantin Lomidze SVP Finance, CFAO 267223 0 10000 0 540 0 11781 0 27336 0 316880 0 0 0 Sophia Howlett President, SIT 235714 0 10000 0 2240 0 6954 0 19353 0 274261 0 0 0 Lisa Rae SVP of Legal Affairs and General Counsel 185375 0 6000 0 944 0 8583 0 29282 0 230184 0 0 0 Lisa Posner Olocco Vice President, Global Programs 196476 0 2000 0 2725 0 8438 0 600 0 210239 0 0 0 Carleena Graham Vice President, HR & Administration 178960 0 6000 0 1600 0 7910 0 913 0 195383 0 0 0 Sravani Ghosh-Robinson VP, Business Development 151587 0 2000 0 1414 0 6954 0 30492 0 192447 0 0 0 Paul Dery Executive Director: Corporate Finance 156020 0 0 0 488 0 6790 0 12251 0 175549 0 0 Cynthia M Runyan Divisional Vice President 154129 0 0 0 712 0 6523 0 60 0 161424 0 0 0 Schedule J, Part I, Line 7 Depending on the availability of budget, employees may get a small amount of discretionary performance bonuses from year to year with the authorization of the CEO and CFAO. X 15 528116 Market Price X Books 200 2000 Retail price 0 1 0 Schedule M, Part I, Line 9 The organization is reporting the number of contributions in column (B). Form 990, Part VI, Section B, Line 11b The complete IRS FORM 990 filing is prepared by management of World Learning and reviewed in detail (and signed) by contracted tax advisors. Prior to electronically filing with the IRS, a complete copy of the return is made available to all members of World Learning's Board of Trustees. Form 990, Part VI, Section B, Line 12c World Learning's Corporate Secretary circulates the "FORM 990 DISCLOSURES QUESTIONNAIRE and ANNUAL CONFLICT OF INTEREST & RELATED PARTY QUESTIONNAIRE" (POLICY) forms to each Trustee annually, and also to Executive Committee members and key employees. The General Counsel reviews responses as needed 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." 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. 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 World Learning. Fiscal documentation, in the form of the organization's annual audited financial statements and 990 corporate tax filing, can be accessed on the organization's web site and are also made available upon request to the Finance Department of World Learning. Form 990, Part XI, Line 9 Unrealized loss from translation of foreign currency balances and other foreign currency transactions: -$163; Split Interest Agreements adjustment loss: -$7,254. World Learning Angola Rua 21 de Janeiro Q-5 Case 217 Barrio Morro Bento Luanda MunicipalitySamba AO Cross cultural training AO World Learning Inc 1 Fundacion World Learning (Argentina) Avda Del Liberator 498 Piso 3 Ciudad de Buenos Aires AR C1001ABR Cross cultural training AR 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 World Learning Europe CIC Lafone House Unit 19 The Leather Market 11-13 Weston Str London SE1 3ER UK Education, sustainable development, and exchange UK World Learning Inc 1 World Learning Iceland ehf Efstaleiti 5 103 Reykjavik Reykjavik IC Cross cultural training IC World Learning Inc 1 World Learning Chile Bellavista No 1263 Recreo Vina del Mar CI Cross cultural training CI World Learning Inc 1 Yayasan World Learning Indonesia Jl WR Supratman No 248 Kesiman-Kerthalangu Bali ID Cross cultural training ID World Learning Inc 1 Persatuan Pembelajaran Selangor Dan Kuala Lumpur Kolej Karis Mas 4th Floor Universiti Kebangsaan Malaysia Bangi Selangor MY 43600 Cross Cultural Training MY World Learning Inc 1 Fundacion World Learning Colombia AV DANIEL LEMAITRE CL 32 8 21 ED BANCO POPULAR OF 1306 BRR CENTRO H CARTAGENA BOLIVAR CO Cross cultural training CO World Learning Inc 1 World Learning Saudi Arabia for Training Riyadh SA Training SA World Learning Inc 1 World Learning India Private LTD F-301 2nd Floor Lado Sarai New Delhi IN 110030 Cross cultural training IN World Learning Inc C 454785 808460 0.9997 1 World Learning Australia Pty Ltd 20 Albert Street Blackburn Victoria AS 3130 Cross cultural training AS World Learning Inc C 352341 589973 1 1 World Learning SC Callejon del Carmen 101 Colonia Centro Oaxaca MX 68000 Cross cultural training MX World Learning Inc C 133060 6838 0.9999 1 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 534151 92574 1 1 Charitable Remainder Unitrust (1) 75 State St Boston MA 02109 CRUT MA World Learning Inc T 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 Fundacion World Learning (Argentina) p 947752 Actual expense reimbursement Centro del Programma Educational SIT (Panama) p 647762 Actual expense reimbursement World Learning Samoa Charitable Trust p 57967 Actual expense reimbursement Fundacion Privada World Learning (Spain) p 271675 Actual expense reimbursement Association of World Learning in Switzerland p 2266475 Actual expense reimbursement World Learning Inc (Zanzibar) p 96850 Actual expense reimbursement World Learning India Private LTD p 570154 Actual expense reimbursement World Learning Australia Pty Ltd p 276079 Actual expense reimbursement World Learning SC p 260966 Actual expense reimbursement The School for International Training (S Africa) p 559603 Actual expense reimbursement World Learning Europe CIC p 2166 Actual expense reimbursement World Learning Iceland ehf p 546799 Actual expense reimbursement World Learning Chile p 429651 Actual expense reimbursement Yayasan World Learning Indonesia p 192745 Actual expense reimbursement Fundacion World Learning Colombia p 13470 Actual expense reimbursement World Learning Saudi Arabia for Training r 100 Test transfer