2023-08-15T17:15:37-05:00 2022-09-30 135565207 KPMG LLP 8350 BROAD STREET SUITE 900 MCLEAN VA 22102 990 2021-10-01 521067541 WOODROW WILSON INTERNATIONAL CENTER FOR SCHOLARS WOOD 2026914000 1300 PENNSYLVANIA AVENUE NW WASHINGTON DC 200043027 HENRY MUHLENBERG ACTING CFO 2026914000 2023-08-15 1 HENRY MUHLENBERG 999009999 WHITNEY HEBRON P01226647 7032868000 2023-08-15 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z MARK GREEN 1300 PENNSYLVANIA AVENUE NW WASHINGTON DC 200043027 13139397 0 X WWW.WILSONCENTER.ORG X US GOVT INST 1968 DC THE WOODROW WILSON INTERNATIONALCENTER FOR SCHOLARS PROMOTES POLICY, RELEVANT (SEE SCH O) 16 16 224 16 0 0 27642098 22087475 0 0 1119666 -9119451 127009 82722 28888773 13050746 3738181 8632759 0 0 16903489 15732968 310757 310757 1373536 8452904 16533420 29405331 41209904 -516558 -28159158 105902653 61683321 13208493 3037004 92694160 58646317 X SEE SCHEDULE O 0 0 1566127 270850 KENNAN INSTITUTE - BRINGS SCHOLARS AND GOVERNMENTAL SPECIALISTSTOGETHER TO DISCUSS POLITICAL, SOCIAL, AND ECONOMIC ISSUES AFFECTINGRUSSIA AND OTHER SUCCESSOR STATES TO THE SOVIET UNION 1391714 MEXICO INSTITUTE - SEEKS TO IMPROVE UNDERSTANDING, COMMUNICATION AND COOPERATION BETWEEN MEXICO AND THE UNITED STATES BY PROMOTING ORIGINAL RESEARCH, ENCOURAGING PUBLIC DISCUSSION AND PROPOSING POLICY OPTIONS FOR ENHANCING THE BILATERAL RELATIONSHIP. 1157039 SCIENCE AND TECHNOLOGY PROGRAM - BRINGS FORESIGHT TO THE FRONTIER. OUREXPERTS EXPLORE EMERGING TECHNOLOGIES THROUGH VITAL CONVERSATIONS,MAKING SCIENCE POLICY ACCESSIBLE TO EVERYONE. 26531714 8361909 26531714 8361909 30646594 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 1 0 0 0 1 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 72 0 1 224 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA NY X X HENRY MUHLENBERG 2026914105 1300 PENNSYLVANIA AVENUE NW WASHINGTON DC 200043027 DAVID FERRIERO TRUSTEE 1.00 0.00 X 0 0 0 BILL HASLAM CHAIRMAN 1.00 0.00 X X 0 0 0 CARLA HAYDEN TRUSTEE 1.00 0.00 X 0 0 0 LONNIE BUNCH TRUSTEE 1.00 0.00 X 0 0 0 DREW MALONEY VICE CHAIRMAN 1.00 0.00 X X 0 0 0 DAVID JACOBSON TRUSTEE 1.00 0.00 X 0 0 0 THELMA DUGGIN TRUSTEE 1.00 0.00 X 0 0 0 LOUIS SUSMAN TRUSTEE 1.00 0.00 X 0 0 0 BRIAN HOOK TRUSTEE 1.00 0.00 X 0 0 0 NICK ADAMS TRUSTEE 1.00 0.00 X 0 0 0 ALAN RECHTSCHAFFEN TRUSTEE 1.00 0.00 X 0 0 0 TIM PITAKI TRUSTEE 1.00 0.00 X 0 0 0 XAVIER BECERRA TRUSTEE 1.00 0.00 X 0 0 0 SHELLEY LOWE TRUSTEE 1.00 0.00 X 0 0 0 ANTONY BLINKEN TRUSTEE 1.00 0.00 X 0 0 0 MIGUEL CARDONA TRUSTEE 1.00 0.00 X 0 0 0 MARK GREEN PRESIDENT 40.00 0.00 X 306656 0 60879 BRUCE BLAKEMAN COO 40.00 0.00 X 280000 0 62256 ROBERT LITWAK VP SCHOLARS 40.00 0.00 X 201140 0 74666 LINDA ROTH VP EXTERNAL RELATIONS 40.00 0.00 X 168450 0 37305 SUE HOWARD DEPUTY CFO 40.00 0.00 X 181912 0 67651 CYNTHIA ARNSON PROGRAM DIRECTOR 40.00 0.00 X 185136 0 67436 DUNCAN WOOD PROGRAM DIRECTOR 40.00 0.00 X 204167 0 51654 DENNIS REIMER PROGRAM DIRECTOR 40.00 0.00 X 175790 0 65905 NORA SCHULER PROGRAM DIRECTOR 40.00 0.00 X 177510 0 55254 HENRY MUHLENBERG ACTING CFO 40.00 0.00 X 170234 0 50290 2050995 0 593296 39 0 1 0 SMITHSONIAN PO BOX 30712 WASHINGTON DC 20013 CONSULTANT 382848 DELL MARKETING 1 DELL WAY ROUND ROCK TX 78682 COMPUTER MFR 313064 EPIPHANY PRODUCTIONS 1727 KING STREET STE 300 ALEXANDRIA VA 22314 FUNDRAISING 310000 KPMG 8350 BROAD ST STE 900 MCLEAN VA 22102 CONSULTANT 202500 AT&T 7229 PARKWAY DRIVE HANOVER MD 21076 CELL SERVICE 150000 8 6167 14724330 7356978 13477 22087475 -9119451 -9119451 157333 6167 88651 68682 68682 OTHER REVENUE 900099 14040 14040 14040 13050746 0 0 -9036729 X 7446803 7446803 1185956 1185956 1440916 302758 1138158 12841787 8168446 3992287 681054 590173 277363 252304 60506 308930 203164 76686 29080 551162 348906 153326 48930 310757 310757 128173 128173 4057462 2164781 1855527 37154 6700 3062 1360 2278 4231326 3783337 362908 85081 739956 519110 73413 147433 6663827 4700372 1992192 -28737 574822 574822 127633 127633 INDIRECT EXPENSES 3521 1542536 -1539015 41209904 30646594 9189774 1373536 13360724 2557987 8053554 3388110 25936412 8372046 136883 10820 7604617 5725129 1879488 1879488 43568856 39284354 9353626 9353626 225000 225000 105902653 61683321 4192652 3003670 2890046 6125795 2848 0 30486 13208493 3037004 X 26442251 26442251 66251909 32204066 92694160 58646317 105902653 61683321 X -28159158 7245067 -20159342 7025590 X 0 1 X 1 1 1 X 24621229 27746634 29576870 27642098 22087475 131674306 5484592 5391255 5355651 5387967 20159342 41778807 30105821 33137889 34932521 33030065 42246817 173453113 5640868 167812245 814700 925686 836985 894625 3471996 266 266 74796 130486 46353 68682 68682 388999 177314374 0.94640 0.93320 X SCHEDULE A, PART II, LINE 10, EXPLANATION FOR OTHER INCOME: SPECIAL EVENTS 2017 AMOUNT: $ 74,796. 2018 AMOUNT: $ 130,486. 2019 AMOUNT: $ 46,353. 2020 AMOUNT: $ 68,682. 2021 AMOUNT: $ 68,682. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 225000 X 0 44553784 44553784 38090359 7989947 1526522 44553784 37916825 1682736 1509202 38090359 39131238 265365 2224 1477554 37916825 38550177 201993 1812848 1433780 39131238 0.42000 0.37000 0.21000 0 0 2930878 1998113 932765 4673739 3727016 946723 1879488 COMMINGLED FUNDS 5190374 F ABSOLUTE RETURN FUNDS 2965330 F REAL ESTATE FUNDS 1197922 F 9353626 OTHER LIABILITIES 30486 30486 X 20384464 7245067 88651 7333718 13050746 0 13050746 61457897 20159342 88651 20247993 41209904 0 41209904 PART X, LINE 2: ASC TOPIC 740, INCOME TAXES, REQUIRES THAT MANAGEMENT EVALUATE TAX POSITIONS TAKEN BY THE CENTER AND RECOGNIZE A TAX LIABILITY (OR ASSETS) IF THE CENTER HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE CENTER HAS ANALYZED THE TAX POSITION AND HAS CONCLUDED THAT AS OF SEPTEMBER 30, 2016, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RECLASSIFICATION OF SPECIAL EVENT EXPENSES 88,651. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECLASSIFICATION OF SPECIAL EVENT EXPENSES 88,651. SCHEDULE D, PART III, LINE 4 - DESCRIPTION OF THE ORGANIZATION'S COLLECTION - IN THE MEMORIAL HALLWAY THERE IS A PERMANENT BAS-RELIEF OF WOODROW WILSON THAT WAS COMMISSIONED AND IS DISPLAYED IN THE RONALD REAGAN BUILDING AND INTERNATIONAL TRADE CENTER. SCHEDULE D, PART V, LINE 4 INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS. THE INTENDED USE OF THE ENDOWMENT FUND IS TO PROVIDE FUNDING FOR ONGOING PROGRAM EXPENSES AND ADMINISTRATIVE COSTS. 1 CENTRAL AMERICA AND THE CARIBBEAN PROGRAM SERVICES CONFERENCES 11700 EAST ASIA AND THE PACIFIC GRANTMAKING 213000 EAST ASIA AND THE PACIFIC PROGRAM SERVICES CONFERENCES 9402 EUROPE (INCLUDING ICELAND & GREENLAND) GRANTMAKING 363456 EUROPE (INCLUDING ICELAND & GREENLAND) PROGRAM SERVICES CONFERENCES 3999648 MIDDLE EAST AND NORTH AFRICA PROGRAM SERVICES CONFERENCES 1000 NORTH AMERICA PROGRAM SERVICES CONFERENCES 346249 RUSSIA AND NEIGHBORING STATES PROGRAM SERVICES CONFERENCES 118341 SOUTH AMERICA GRANTMAKING 180000 SOUTH AMERICA PROGRAM SERVICES CONFERENCES 93576 SOUTH ASIA PROGRAM SERVICES CONFERENCES 300 SUB-SAHARAN AFRICA GRANTMAKING 90000 SUB-SAHARAN AFRICA PROGRAM SERVICES CONFERENCES 42900 CENTRAL AMERICA AND THE CARIBBEAN INVESTMENT 1197922 NORTH AMERICA GRANTMAKING 113000 MIDDLE EAST AND NORTH AFRICA GRANTMAKING 10000 RUSSIA AND NEIGHBORING STATES GRANTMAKING 136500 CENTRAL AMERICA AND THE CARIBBEAN GRANTMAKING 80000 0 0 0 0 0 0 5062796 1944198 7006994 STIPEND EAST ASIA AND THE PACIDIC - AUSTRALIA, BRUNEI, BURMA 4 213000 CHECK 0 STIPEND EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA 8 363456 CHECK 0 STIPEND MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT 1 10000 CHECK 0 STIPEND NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 4 113000 CHECK 0 STIPEND RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN 5 136500 CHECK 0 STIPEND SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA 2 180000 CHECK 0 STIPEND SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO 1 90000 CHECK 0 STIPEND CENTRAL AMERICA AND THE CARIBBEAN 1 80000 CHECK 0 1 0 1 1 0 0 PART III ACCOUNTING METHOD: PART I, LINE 2: EACH RECIPIENT IS REQUIRED TO PROVIDE TO THE WILSON CENTER GRANTING THE FUNDING A FULL PROGRAM SERVICE AND FINANCIAL REPORT AT LEAST EVERY SIX MONTHS. THE REPORT IS REVIEWED BY THE WILSON CENTER BEFORE ANY ADDITIONAL FUNDS ARE RELEASED. PART I, LINE 3: THE ACCRUAL METHOD OF ACCOUNTING WAS USED TO REPORT EXPENSE AMOUNTS ON PART I - PART III X X X X X X X 1 EPIPHANY PRODUCTIONS 1727 KING ST STE 300 ALEXANDRIA VA 22314 GENERAL FUNDRAISING 0 3240206 310757 2929449 3240206 310757 2929449 DC NY CA DINNER 163500 6167 157333 88651 163500 6167 157333 88651 88651 68682 1 STIPENDS 132 7446803 SCHEDULE I, PART I, LINE 2 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS - EACH RECIPIENT IS REQUIRED TO PROVIDE TO THE WILSON CENTER GRANTING THE FUNDING A FULL PROGRAM SERVICE AND FINANCIAL REPORT AT LEAST EVERY SIX MONTHS. THE REPORT IS REVIEWED BY THE WILSON CENTER BEFORE ANY ADDITIONAL FUNDS ARE RELEASED. X X X X X 0 0 0 0 0 0 0 0 0 MARK GREEN PRESIDENT 306656 0 0 0 0 0 36947 0 23932 0 367535 0 0 0 BRUCE BLAKEMAN COO 280000 0 0 0 0 0 31960 0 30296 0 342256 0 0 0 ROBERT LITWAK VP SCHOLARS 201140 0 0 0 0 0 0 0 74666 0 275806 0 0 0 DUNCAN WOOD PROGRAM DIRECTOR 204167 0 0 0 0 0 26117 0 25537 0 255821 0 0 0 CYNTHIA ARNSON PROGRAM DIRECTOR 185136 0 0 0 0 0 0 0 67436 0 252572 0 0 0 SUE HOWARD DEPUTY CFO 181912 0 0 0 0 0 0 0 67651 0 249563 0 0 0 DENNIS REIMER PROGRAM DIRECTOR 175790 0 0 0 0 0 0 0 65905 0 241695 0 0 0 NORA SCHULER PROGRAM DIRECTOR 177510 0 0 0 0 0 21717 0 33537 0 232764 0 0 0 HENRY MUHLENBERG ACTING CFO 170234 0 0 0 0 0 16904 0 33386 0 220524 0 0 0 LINDA ROTH VP EXTERNAL RELATIONS 168450 0 0 0 0 0 19796 0 17509 0 205755 0 0 0 X 3 13477 FMV 0 0 0 SCHEDULE M, PART I, COLUMN (B) - THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: THE WOODROW WILSON INTERNATIONAL CENTER FOR SCHOLARS PROMOTES POLICY, RELEVANT RESEARCH AND DIALOGUE TO INCREASE UNDERSTANDING AND ENHANCE THE CAPABILITIES AND KNOWLEDGE OF LEADERS, CITIZENS AND INSTITUTIONS. FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: THE WOODROW WILSON INTERNATIONAL CENTER FOR SCHOLARS IS THE NATIONAL LIVING MEMORIAL HONORING PRESIDENT WOODROW WILSON. IN PROVIDING AN ESSENTIAL LINK BETWEEN THE WORLDS OF IDEAS AND PUBLIC POLICY, THE CENTER ADDRESSES CURRENT AND EMERGING CHALLENGES CONFRONTING THE UNITED STATES AND THE WORLD. THE CENTER PROMOTES POLICY RELEVANT RESEARCH AND DIALOGUE TO INCREASE UNDERSTANDING AND ENHANCE THE CAPABILITIES AND KNOWLEDGE OF LEADERS, CITIZENS, AND INSTITUTIONS WORLDWIDE. FORM 990, PART III, LINE 4D, OTHER PROGRAM SERVICES: ASIA PROGRAM, CANADIAN INSTITUTE, EUROPEAN STUDIES, MIDDLE EAST PROGRAM, DIVISION OF INTERNATIONAL STUDIES, KISSINGER INSTITUTE, SCIENCE AND TECHNOLOGY PROGRAMS PROVIDED WORKSHOPS AND CONFERENCES IN THEIR MAJOR AREA OF STUDY. EXPENSES $ 16,068,734 INCLUDING GRANTS OF $ 3,467,331 REVENUE $ 0. FORM 990, PART VI, SECTION B, LINE 11B RETURN IS PREPARED BY CENTER'S INDEPENDENT ACCOUNTING FIRM, REVIEWED BY MANAGMENT AND STAFF, AND PLACED UPON CENTER'S WEBSITE. FORM 990, PART VI, SECTION B, LINE 12C MONITOR AND ENFORCE CONFLICT OF INTEREST POLICY. A CONFLICT OF INTEREST FORM IS SIGNED BY THE APPROPRIATE PARTIES INVOLVED IN THE CENTER'S DECISION MAKING PROCESS, CONTRACT SIGNING AND/OR FUNDING NEGOTIATIONS. FORM 990, PART VI, SECTION B, LINE 15 THE CENTER SEEKS TO PAY REASONABLE COMPENSATION UNDER SECTION 4958 TO ATTRACT AND RETAIN THE APPROPRIATE CALIBER OF EMPLOYEES DEDICATED TO CARRYING OUT ITS TAX-EXEMPT MISSION. ORGANIZATION PERIODICALLY CONDUCTS A REVIEW TO DETERMINE THE GOING FAIR MARKET COMPENSATION RANGES FOR COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THE BOARD APPROVES COMPENSATION OF THE ORGANIZATION'S PRESIDENT AND OTHER OFFICERS AND DOCUMENTS IT'S DELIBERATION PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE CENTER DOES CURRENTLY MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G, OTHER FEES: OTHER FEES: PROGRAM SERVICE EXPENSES: 2,164,781. MANAGEMENT AND GENERAL EXPENSES: 1,855,527. FUNDRAISING EXPENSES: 37,154 TOTAL EXPENSES: 4,057,462 TOTAL OTHER FEES ON FORM 990, PART IX, LINE 11G, COL A: 4,057,462 FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS: 7,025,590