2022-08-15T12:37:09-05:00 2021-09-30 135565207 KPMG LLP 8350 BROAD STREET SUITE 900 MCLEAN VA 22102 990 2020-10-01 521067541 WOODROW WILSON INTERNATIONAL CENTER FOR SCHOLARS WOOD 2026914000 1300 PENNSYLVANIA AVENUE NW WASHINGTON DC 200043027 SUE HOWARD DEPUTY CFO 2026914000 2022-08-15 1 SUE HOWARD 999009999 MARGARET A BRADSHAW P00501222 7032868399 2022-08-15 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z MARK GREEN 1300 PENNSYLVANIA AVENUE NW WASHINGTON DC 200043027 67823164 0 X WWW.WILSONCENTER.ORG X US GOVT INST 1968 DC THE WOODROW WILSON INTERNATIONALCENTER FOR SCHOLARS PROMOTES POLICY, RELEVANT (SEE SCH O) 16 16 173 16 0 0 29576870 27642098 0 0 818103 1119666 52229 127009 30447202 28888773 3490931 3738181 0 0 14960065 16903489 460201 310757 1348483 8859374 8452904 27770571 29405331 2676631 -516558 101804343 105902653 12398692 13208493 89405651 92694160 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. 16068734 3467331 16068734 3467331 20183614 1 1 0 0 0 0 0 1 0 1 1 1 0 0 0 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 63 0 1 173 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 SUE HOWARD 2026914091 1300 PENNSYLVANIA AVENUE NW WASHINGTON DC 200043027 DAVID FERRIERO TRUSTEE 0.00 0.00 X 0 0 0 BILL HASLAM CHAIRMAN 0.00 0.00 X X 0 0 0 MIKE POMPEO THROUGH 12621 TRUSTEE 0.00 0.00 X 0 0 0 JOHN PEEDE THROUGH 12021 TRUSTEE 0.00 0.00 X 0 0 0 ALEX AZAR THROUGH 31821 TRUSTEE 0.00 0.00 X 0 0 0 CARLA HAYDEN TRUSTEE 0.00 0.00 X 0 0 0 ELISABETH DEVOS THROUGH 3221 TRUSTEE 0.00 0.00 X 0 0 0 LONNIE BUNCH TRUSTEE 0.00 0.00 X 0 0 0 PETER BESHAR THROUGH 111020 TRUSTEE 0.00 0.00 X 0 0 0 DREW MALONEY VICE CHAIRMAN 0.00 0.00 X X 0 0 0 DAVID JACOBSON TRUSTEE 0.00 0.00 X 0 0 0 THELMA DUGGIN TRUSTEE 0.00 0.00 X 0 0 0 BARRY JACKSON THROUGH 1521 TRUSTEE 0.00 0.00 X X 0 0 0 LOUIS SUSMAN TRUSTEE 0.00 0.00 X 0 0 0 NATHALIE RAYES THROUGH 111020 TRUSTEE 0.00 0.00 X 0 0 0 EARL W STAFFORD THROUGH 1217 TRUSTEE 0.00 0.00 X 0 0 0 BRIAN HOOK AS OF 121820 TRUSTEE 1.00 0.00 X 0 0 0 NICK ADAMS AS OF 111120 TRUSTEE 1.00 0.00 X 0 0 0 ALAN RECHTSCHAFFEN AS OF 1111 TRUSTEE 1.00 0.00 X 0 0 0 TIM PITAKI AS OF 1521 TRUSTEE 1.00 0.00 X 0 0 0 XAVIER BECERRA AS OF 31921 TRUSTEE 1.00 0.00 X 0 0 0 ADAM WOLFSON AS OF 12121 TRUSTEE 1.00 0.00 X 0 0 0 ANTONY BLINKEN AS OF 12721 TRUSTEE 1.00 0.00 X 0 0 0 MIGUEL CARDONA AS OF 3321 TRUSTEE 1.00 0.00 X 0 0 0 JANE HARMAN PRESIDENT 40.00 0.00 X 398652 0 43148 BRUCE BLAKEMAN COO 40.00 0.00 X 302306 0 63074 ROBERT LITWAK VP SCHOLARS 40.00 0.00 X 206643 0 55381 LINDA ROTH VP EXTERNAL RELATIONS 40.00 0.00 X 203780 0 35855 SUE HOWARD DEPUTY CFO 40.00 0.00 X 178767 0 50803 MARK GREEN PRESIDENT/CEO 40.00 0.00 X 0 0 0 CYNTHIA ARNSON PROGRAM DIRECTOR 40.00 0.00 X 198767 0 50803 MATTHEW ROJANSKI PROGRAM DIRECTOR 40.00 0.00 X 198767 0 48464 ROBERT DALY PROGRAM DIRECTOR 40.00 0.00 X 198767 0 47739 MONDE MUYANGWA PROGRAM DIRECTOR 40.00 0.00 X 198767 0 47088 CHRISTIAN OSTERMANN PROGRAM DIRECTOR 40.00 0.00 X 198767 0 39206 2283983 0 481561 45 0 1 0 BDO USA 8401 GREENSBORO DRIVE ST 800 MCLEAN VA 22102 CONSULTANT 663413 MIGRATION DIALOGUE 1004 EAGLE PLACE DAVIS CA 95616 CONSULTANT 543714 EPIPHANY PRODUCTIONS 1727 KING STREET STE 300 ALEXANDRIA VA 22314 FUNDRAISING 310757 KPMG 8350 BROAD ST STE 900 MCLEAN VA 22102 CONSULTANT 240200 INTERACTIVE STRATEGIES 1133 CONNECTICUT AVE STE 600 WASHINGTON DC 20036 WEB DESIGN 232363 18 163500 14892384 12586214 40244 27642098 836298 836298 58327 58327 39129108 38845740 283368 283368 283368 157333 6167 88651 68682 68682 28888773 0 0 1246675 2552225 2552225 1185956 1185956 1538414 262025 1276389 11063283 7039578 3373252 650453 1767538 1036753 674065 56720 1683229 810039 773220 99970 851025 505155 300202 45668 240200 240200 310757 310757 2610416 1548456 1061960 1858 1858 1318533 559673 703657 55203 1164636 360721 803915 35869 20822 8644 6403 3055187 2859639 72239 123309 79694 199 79495 INDIRECT EXPENSES -53489 1440515 -1494004 29405331 20183614 7873234 1348483 14086459 13360724 7734365 8053554 2959660 3388110 28553154 25936412 12138 136883 7604617 5725129 2135341 1879488 38091016 43568856 8007210 9353626 225000 225000 101804343 105902653 3582363 4192652 2451703 2890046 6364626 6125795 12398692 13208493 X 24015772 26442251 65389879 66251909 89405651 92694160 101804343 105902653 -516558 7245067 -3440000 0 X 0 1 X 1 1 1 X 23496856 24621229 27746634 29576870 27642098 133083687 5839171 5484592 5391255 5355651 5387967 27458636 29336027 30105821 33137889 34932521 33030065 160542323 6333495 154208828 721532 814700 925686 836985 894625 4193528 182532 74796 130486 46353 68682 502849 165238700 8635 0.93320 0.93440 X SCHEDULE A, PART II, LINE 10, EXPLANATION FOR OTHER INCOME: SPECIAL EVENTS 2016 AMOUNT: $ 182,532. 2017 AMOUNT: $ 74,796. 2018 AMOUNT: $ 130,486. 2019 AMOUNT: $ 46,353. 2020 AMOUNT: $ 68,682. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 225000 X 0 38090359 7989947 1526522 44553784 37916825 1682736 1509202 38090359 39131238 265365 2224 1477554 37916825 38550177 201993 1812848 1433780 39131238 35846544 256236 3859959 1412562 38550177 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 X 40833620 7245067 4611129 88651 11944847 28888773 0 28888773 37545111 8051129 88651 8139780 29405331 0 29405331 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) FUNDRAISING 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 FUNDRAISING NORTH AMERICA PROGRAM SERVICES CONFERENCES 346249 RUSSIA AND NEIGHBORING STATES FUNDRAISING 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 SOUTH AMERICA FUNDRAISING 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 4598206 2408788 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 2552225 0 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 JANE HARMAN PRESIDENT 298652 0 100000 0 0 0 41565 0 1583 0 441800 0 0 0 BRUCE BLAKEMAN COO 302306 0 0 0 0 0 41565 0 21509 0 365380 0 0 0 ROBERT LITWAK VP SCHOLARS 206643 0 0 0 0 0 41884 0 13497 0 262024 0 0 0 CYNTHIA ARNSON PROGRAM DIRECTOR 198767 0 0 0 0 0 36258 0 14545 0 249570 0 0 0 MATTHEW ROJANSKI PROGRAM DIRECTOR 198767 0 0 0 0 0 35996 0 12468 0 247231 0 0 0 ROBERT DALY PROGRAM DIRECTOR 198767 0 0 0 0 0 33194 0 14545 0 246506 0 0 0 MONDE MUYANGWA PROGRAM DIRECTOR 198767 0 0 0 0 0 34920 0 12168 0 245855 0 0 0 LINDA ROTH VP EXTERNAL RELATIONS 203780 0 0 0 0 0 27757 0 8098 0 239635 0 0 0 CHRISTIAN OSTERMANN PROGRAM DIRECTOR 198767 0 0 0 0 0 33076 0 6130 0 237973 0 0 0 SUE HOWARD DEPUTY CFO 178767 0 0 0 0 0 36258 0 14545 0 229570 0 0 0 X 4 40244 SALE 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.