2022-05-05T20:45:17-07:00 2021-06-30 366055558 Grant Thornton LLP 1000 Wilson Blvd Arlington VA 22209 990 2020-07-01 030179592 WORLD LEARNING INC WORL 8022577751 1 Kipling Road PO Box 676 Brattleboro VT 05302 Konstantin Lomidze CFAO & Senior VP of Finance 8022577751 2022-05-05 1 Mary Torretta P00847851 7038477659 2022-05-05 1 11 1 AAL2 2020 2022-09-23 18:48:47Z Carol Jenkins 1015 15th Street NW 9th Floor Washington DC 20005 55521300 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. 23 22 407 1 -11680 0 3993878 11320470 102484617 34146782 489201 3168120 104317 19478 107072013 48654850 12267594 6660621 0 0 36323902 26961090 5000 0 612439 58044967 15840263 106641463 49461974 430550 -807124 66805945 69510730 18892838 14583799 47913107 54926931 World Learning Inc., founded in 1932, is a nonprofit organization that envisions a just world of engaged citizens and thriving communities. Our mission is to empower people and strengthen institutions through education, exchange and development programs that will make this vision a reality. Educational initiatives provide knowledge and skills, and create personal connections to bridge cultural differences. 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 global network of more than 100,000 students and alumni, faculty, staff, and in-country partners working together to inspire and lead effective social change. 0 0 28352211 5865528 30127193 Global Development and Exchange - For more than twenty-five years, World Learning has worked to bridge the gap between the desire for human development and the ability to achieve that goal. This year, in more than 20 countries around the globe, our programs 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 Tech Camps for youth in Algeria, assisting primary schools in Lebanon, and supporting STEM education in Egypt. Each year in the US we provide more than 2,000 youth and professionals from 144 different countries with exchange and training programs on a variety of subjects, including business, education, agriculture, media, politics, health, and leadership. Our approach to development employs strong local partnerships and uses experiential methods grounded in the organization's 90 years of teacher training to provide the tools needed for improved awareness and attitudes aligned with enhanced knowledge and skills. Our theory of change is grounded in the belief that these tools can be and will be applied and reapplied to address the most pressing global and local development challenges of youth leadership; workforce development; the marginalization of disadvantaged groups; literacy and access to quality education; and government accountability. World Learning's core competencies are: 1) Education, 2) Youth Leadership, 3) International Exchange, and 4) Local Institutional Strengthening & Training. We are funded by various private and institutional donors including the US Department of State and the United States Agency for International Development. Learn more at: https://www.worldlearning.org/what-we-do/. 8684553 80399 1812326 SIT Study Abroad - A pioneer in experiential, field-based study abroad, SIT offers semester, summer, and custom term programs for undergraduate students in over 50 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 fulfils 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. Over 2,000 students from 250-plus U.S. colleges and universities study in over 40 countries each year. SIT Independent Study Projects often lead to advanced research including Fulbright and Watson fellowships. Learn more at https://studyabroad.sit.edu/about/. 3795536 479330 1744719 SIT Graduate Institute - The SIT Graduate Institute offers graduate students and professionals internationally focused full-time and low-residency accredited master's degrees, as well as certificate and professional development programs. Program options are provided in Vermont and globally, including in Iceland, Tanzania, Jordan, Uganda, Ecuador, Chile, South Africa, Vietnam, Malawi, Kenya, India and Switzerland. 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, peace and justice, sustainable development, teaching TESOL, climate change policy and advocacy, humanitarian assistance and crisis management, and conflict management, global health, development practice, 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, come from more than 35 countries and collectively speak over 60 languages. 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/. 1033807 235364 235938 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/. 558447 0 97565 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/. 91229 0 129041 Other program services, including private exchange programs and auxiliary student services. 1683483 235364 462544 42515783 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 1 407 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 NL NP NU PE PK PM RI RW SF SG SP SZ TS TZ UG UK VM 0 0 0 0 0 0 0 0 0 0 X 23 22 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 305565 0 19032 Konstantin Lomidze SVP Finance, CFAO 55 0 X 274818 0 23194 Sophia Howlett President, SIT 55 0 X 244391 0 25398 Lisa Rae SVP of Legal Affairs and General Counsel 55 0 X 190287 0 35378 Lisa Posner Olocco Vice President, Global Programs 40 0 X 204192 0 6117 Carleena Graham Vice President, HR & Administration 40 0 X 186767 0 5410 Paul Dery Executive Director: Corporate Finance 40 0 X 162700 0 16262 James A Morehouse VP, Advancement & Innovation 40 0 X 154443 0 13840 Cynthia M Runyan Divisional Vice President Finance - GDE 40 0 X 160477 0 4237 Aicha Naomi Cooper Trustee [from October 2020] 1.5 0 X 0 0 0 Allen B Cutler Trustee; Vice Chair 1.5 0 X 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 [from October 2020] 1.5 0 X 0 0 0 Emilie M Ogden Trustee 1.5 0 X 0 0 0 Jack Benson Trustee [from October 2020] 1.5 0 X 0 0 0 Jennifer Backus Trustee 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; Board Chair 1.5 0 X X 0 0 0 Lynne Maguire Trustee; Vice Chair 1.5 0 X 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; Vice Chair 1.5 0 X 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 Thomas Hiatt Trustee 1.5 0 X 0 0 0 Roopali Phadke Trustee [from October 2020] 1.5 0 X 0 0 0 Rye Barcott Trustee [from October 2020] 1.5 0 X 0 0 0 Virginia A Loeb Trustee 1.5 0 X 0 0 0 1883640 0 148868 41 0 1 0 Grant Thornton LLP 75 State Street No 13 Boston MA 02109 Audit and tax services 209236 Greystone 12505 Park Potomac Avenue Suite 420 Potomac MD 20854 Investment Management 161131 Girikon Inc 15433 N Tatum Blvd Suite 105 Phoenix AZ 85032 Salesforce Consultancy 151590 InfoPro HAMRA PICADILLY CENTER BEIRUT LE 11--4355 Baseline Survey (data collection) 116427 4 0 0 0 0 10180833 1139637 167048 11320470 Global Development and Exchange 900099 30127193 30127193 0 0 Study Abroad 611310 1812326 1812326 0 0 SIT Graduate Institute 611310 1744719 1744719 0 0 The Experiment in Int'l Living 611600 235938 235938 0 0 International Honors Program 611310 97565 97565 0 0 129041 129041 0 0 34146782 831540 0 -11680 843220 0 0 0 0 13 0 0 13 35765 0 34691 0 1074 0 1074 0 0 1074 9168339 0 6831759 0 2336580 0 2336580 0 0 2336580 0 0 0 0 0 0 0 0 0 0 0 0 Dormitory rental 611310 10800 0 0 10800 Credit card convenience Fee 611310 5348 0 0 5348 Credit card rebate 611310 326 0 0 326 1917 0 0 1917 18391 48654850 34146782 -11680 3199278 3224778 3224778 772603 772603 2663240 2663240 0 0 1106955 265749 841206 0 0 0 0 0 20686947 17710709 2635372 340866 240623 229978 6187 4458 3685647 3309693 318111 57843 1240918 1031008 190915 18995 0 0 0 0 296940 66934 219650 10356 539647 259102 280545 0 0 0 0 0 0 0 164372 126639 35406 2327 2343468 1954919 334327 54222 256220 210367 45753 100 792799 546938 198625 47236 1073639 911081 135715 26843 0 0 0 0 2583571 2120248 444669 18654 77420 77420 0 0 0 0 0 0 32080 30584 1496 0 0 0 0 0 0 0 0 0 1034656 848337 156098 30221 430196 12710 417486 0 Direct program costs: Global dev't. 4069025 4069025 0 0 Direct program costs: SSA 1428260 1428260 0 0 Direct program costs: Grad 226665 226665 0 0 Direct program costs: IHP 10322 10322 0 0 480983 408474 72191 318 49461974 42515783 6333752 612439 1801580 1199591 4420447 6092052 6320882 5678702 523310 975249 0 0 0 0 50069 51703 0 1751536 2296850 19507814 15508260 5015977 3999554 32799686 32739040 13847118 16355844 0 0 0 275340 122145 66805945 69510730 6914736 6391227 0 0 7102102 6192573 0 0 0 0 0 0 0 0 4876000 1999999 0 0 18892838 14583799 X 7646662 6939096 40266445 47987835 47913107 54926931 66805945 69510730 X -807124 7778004 0 0 0 42944 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 2674 0 1 250 2924 0 Schedule C, Part II-B, Line 1 ____1G. DIRECT CONTACT WITH LEGISLATORS, THEIR STAFFS, GOVERNMENT OFFICIALS, OR A LEGISLATIVE BODY: 42. 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 8 MEMBERS OF CONGRESS OR THEIR STAFF. MEETINGS WITH CONGRESSIONAL STAFF AND STATE LEGISLATORS: 34 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, AND ON INFREQUENT OCCASIONS INCLUDED FUNDING REQUESTS FOR ASSOCIATED ACCOUNTS. 2 MEETINGS WITH MEMBERS OF THE VERMONT STATE LEGISLATURE TO COMMUNICATE THE IMPACT OF COVID-19 ON VERMONT NONPROFIT INSTITUTIONS AND INSTITUTIONS OF HIGHER EDUCATIONS, AND TO INQUIRE REGARDING PANDEMIC RELIEF. ____1I. 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 MOST OF THE DUES. 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 41469602 44615 5429238 1153815 1075614 0 44714026 0 0.7211 0.2789 0 0 0 479922 479922 0 8695678 7321664 1374014 0 940372 225712 714660 0 5520120 4659550 860570 0 3871722 3301334 570388 3999554 Fixed income strategies - non publicly traded 1681630 F Hedge funds 11509511 F Private equity funds 2835169 F Real estate funds 83807 F Beneficial Interest in Remainder Trust 245727 F 16355844 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 was a 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 474964 Central America and the Caribbean 0 0 Grantmaking 18750 Central America and the Caribbean 0 0 Investments 10491233 East Asia and the Pacific 1 5 Program Services Civil Society and Governance 553204 East Asia and the Pacific 7 52 Program Services Education 3204568 East Asia and the Pacific 0 0 Grantmaking 103557 Europe (including Iceland and Greenland) 8 30 Program Services Education 5203942 Europe (including Iceland and Greenland) 0 0 Program Services Exchange and Training 7538 Europe (including Iceland and Greenland) 0 0 Grantmaking 73239 Europe (including Iceland and Greenland) 0 0 Investments 1901130 Middle East and North Africa 5 114 Program Services Education 10603073 Middle East and North Africa 1 3 Program Services Exchange and Training 727651 Middle East and North Africa 0 0 Grantmaking 2242309 North America (including Canada and Mexico, but not the United States) 1 2 Program Services Education 267730 North America (including Canada and Mexico, but not the United States) 0 0 Program Services Exchange and Training 19653 Russia and the newly independent States 0 0 Grantmaking 61493 South America 6 51 Program Services Education 5353579 South America 0 0 Grantmaking 20895 South Asia 4 45 Program Services Education 1620406 South Asia 0 0 Grantmaking 31369 Sub-Saharan Africa 13 89 Program Services Education 4057319 Sub-Saharan Africa 0 0 Grantmaking 55961 47 394 47093563 Middle East and North Africa Participant Exchanges 1043895 wire transfers 0 n/a n/a South America Youth Ambassadors Program 6500 wire transfers 0 n/a n/a East Asia and the Pacific Education 84315 wire transfers 0 n/a n/a South Asia Participant Exchanges 5980 wire transfers 0 n/a n/a Europe (including Iceland and Greenland) Participant Exchanges 9236 wire transfers 0 n/a n/a Europe (including Iceland and Greenland) Participant Exchanges 5280 wire transfers 0 n/a n/a Middle East and North Africa Participant Exchanges 12136 wire transfers 0 n/a n/a Middle East and North Africa Education 7605 wire transfers 0 n/a n/a Russia and the newly independent States Participant Exchanges 44275 wire transfers 0 n/a n/a North America (including Canada and Mexico, but not the United States) Participant Exchanges 20930 wire transfers 0 n/a n/a Middle East and North Africa Education 12992 wire transfers 0 n/a n/a Middle East and North Africa Education 7120 wire transfers 0 n/a n/a Middle East and North Africa Education 7120 wire transfers 0 n/a n/a Middle East and North Africa Education 39485 wire transfers 0 n/a n/a Middle East and North Africa Education 887497 wire transfers 0 n/a n/a Middle East and North Africa Education 8995 wire transfers 0 n/a n/a Middle East and North Africa Education 125232 wire transfers 0 n/a n/a Middle East and North Africa Education 27000 wire transfers 0 n/a n/a 10 8 Scholarships/Small grants Europe (including Iceland and Greenland) 15 55781 account credit/wire 0 n/a n/a Scholarships/Small grants Middle East and North Africa 18 40177 account credit/wire 0 n/a n/a Scholarships/Small grants South America 3 12879 account credit/wire 0 n/a n/a Scholarships/Small grants South Asia 6 22389 account credit/wire 0 n/a n/a Scholarships/Small grants Sub-Saharan Africa 14 55961 account credit/wire 0 n/a n/a Scholarships/Small grants Central America and the Caribbean 3 18750 account credit/wire 0 n/a n/a Scholarships/Small grants East Asia and the Pacific 103 74908 account credit/wire 0 n/a n/a Scholarships/Small grants Russia and the newly independent States 3 17219 account credit/wire 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 7937 0 N/A N/A Participant Exchanges Cleveland Council on World Affairs 812 Huron Rd E 650 Cleveland OH 44115 340720549 501c3 19903 0 N/A N/A Participant Exchanges Global Ties KC 30 West Pershing Road Suite 405 Kansas City MO 64108 431727811 501c3 6700 0 N/A N/A legislative fellows Management System International Inc 200 12th Street South Suite 1200 Arlington VA 22202 521215041 501c3 685052 0 N/A N/A Participant Exchanges World Affairs Council of Oregon 1200 SW Park Ave 3rd Floor Portland OR 97205 930568356 501c3 19489 0 N/A N/A Participant Exchanges Nothern Nevada International Center 821 N Center St Reno NV 89501 942796785 501c3 7948 0 N/A N/A Participant Exchanges International Republican Institute 1225 I St NW No 800 Washington DC 20005 521340267 501c3 255665 0 N/A N/A Participant Exchanges Gallaudet University 800 Florida Avenue NE Washington DC 20002 530199507 501c3 5192 0 N/A N/A Participant Exchanges Georgetown University 3700 O St NW Washington DC 20057 530196603 501c3 731315 0 N/A N/A Participant Exchanges Amigos de las Americas 1800 West Loop South Suite 1325 Houston TX 77055 741547146 501c3 406761 0 N/A N/A Participant Exchanges Creative Connections Inc 303 West Ave Norwalk CT 06854 133697184 501c3 6023 0 N/A N/A Participant exchange Vermont Council on World Affairs 60 Main St Ste 100 Burlington VT 05401 036010787 501c3 16200 0 N/A N/A Participant exchange Duke University PO Box 602651 Charlotte NC 28260 560532129 501c3 9286 0 N/A N/A Participant exchange Focus Points Family Resource Center 2501 E 48th Ave Denver CO 80216 841353944 501C3 9775 0 N/A N/A Participant exchange University of Oregon Po Box 3237 Eugene OR 97403 464727800 Gov't 9218 0 N/A N/A Participant exchange Outside the Lens 2750 Historic Decatur Road Suite 103 San Diego CA 92106 264832772 501C3 31356 0 N/A N/A Participant exchange Tryon Fine Arts Center 34 Melrose Avenue Tryon NC 28782 566086694 501C3 16865 0 N/A N/A Participant exchange Wisdom of the Elders Inc 3203 SE 109th Ave Portland OR 97266 931164114 501C3 10247 0 N/A N/A Participant exchange Purdue University 1281 Win Hentschel BLVD Suite 1100 West Lafayette IN 47906 356002041 Gov't 88201 0 N/A N/A Participant exchange Iowa Resource for International Service 2521 University Boulevard Suite 123 Ames IA 50014 421394408 501c3 5604 0 N/A N/A Participant Exchanges International Rescue Committee 122 East 42nd Street New York NY 10168 135660870 501c3 617317 0 N/A N/A Participant Exchanges Augustana University 2001 S Summit Ave Sioux Falls SD 57197 460224588 501C3 7181 0 N/A N/A Capacity Building Central Piedmont Community College 1201 Elizabeth Ave Charlotte NC 28204 560797174 Gov't 6997 0 N/A N/A Capacity Building Dillard University 2601 Gentilly Blvd New Orleans LA 70122 720408929 501C3 5418 0 N/A N/A Capacity Building Mississippi State University PO Box 5307 Mississippi State MS 39762 646000819 501C3 6604 0 N/A N/A Capacity Building Northeastern Illinois University 5500 N St Louis Ave Chicago IL 60625 366009515 Gov't 12505 0 N/A N/A Capacity Building Northwestern Connecticut Community College 4 Park Place Winstead CT 06098 061311451 Gov't 15803 0 N/A N/A Capacity Building Pacific University 2043 College Way Forest Grove OR 97116 930386892 501C3 22402 0 N/A N/A Capacity Building University of Tennessee 201 Andy Holt Tower Knoxville TN 37996 626001636 Gov't 5206 0 N/A N/A Capacity Building Global Ties Akron 6595 Manchester Road New Franklin OH 44216 341433786 501c3 6000 0 N/A N/A Participant Exchanges Berlitz Franchising Corporation 7 Roszel Rd Princeton NJ 08540 223384175 For Profit 14204 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 8775 0 N/A N/A Participant Exchanges Trustees of Mount Holyoke College 50 College Street South Hadley MA 01075 042103578 501C3 14997 0 N/A N/A Participant exchange Colorado Mountain College 802 Grand Avenue Glenwood Springs CO 81601 840567768 Gov't 7630 0 N/A N/A Participant exchange Georgia State University 75 Piedmont Ave NE Atlanta GA 30303 586002050 Gov't 15066 0 N/A N/A Participant exchange Lincoln University 1570 Baltimore Pike Lincoln University PA 19352 231352655 501C3 9375 0 N/A N/A Participant exchange Massasoit Community College 1 Massasoit Boulevard Brockton MA 02302 046281061 Gov't 7451 0 N/A N/A Participant exchange Oakland Community College 2480 Opdyke Rd Bloomfield Hills MI 48304 381751522 Gov't 7569 0 N/A N/A Participant exchange Texas Womans University PO Box 425439 Denton TX 76204 756002618 Gov't 11838 0 N/A N/A Participant exchange Universidad del Sagrado Corazon PO BOX 12383 SAN JUAN PR 00914 660207156 501C3 20253 0 N/A N/A Participant exchange University of Houston-Clear Lake 2700 Bay Area Boulevard MC 103 Houston TX 77058 746001399 Gov't 5654 0 N/A N/A Participant exchange PeaceTech Lab 2301 Constitution Ave NW Washington DC 20037 472267437 501c3 27000 0 N/A N/A Participant exchange 41 1 Scholarships and aid -Experiment in International Living; Awards funded by temporarily restricted and endowed gifts of WL. 414 231190 0 n/a n/a Scholarships and aid -SIT Graduate Institute; Awards funded by temporarily restricted and endowed gifts of WL. 51 216126 0 n/a n/a Small grants for individuals to participate in new program initiatives. 12 54352 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. 74 270935 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 1 0 0 0 0 0 0 1 0 Carol Jenkins CEO 303161 0 0 0 2404 0 7500 0 11532 0 324597 0 0 0 Konstantin Lomidze SVP Finance, CFAO 274260 0 0 0 558 0 6980 0 16214 0 298012 0 0 0 Sophia Howlett President, SIT 242095 0 0 0 2296 0 6045 0 19353 0 269789 0 0 0 Lisa Rae SVP of Legal Affairs and General Counsel 189655 0 0 0 632 0 4895 0 30483 0 225665 0 0 0 Lisa Posner Olocco Vice President, Global Programs 201395 0 0 0 2797 0 4927 0 1190 0 210309 0 0 0 Carleena Graham Vice President, HR & Administration 185878 0 0 0 889 0 4497 0 913 0 192177 0 0 0 Paul Dery Executive Director: Corporate Finance 162193 0 0 0 507 0 4012 0 12250 0 178962 0 0 0 James A Morehouse VP, Advancement & Innovation 154252 0 0 0 191 0 0 0 13840 0 168283 0 0 0 Cynthia M Runyan Divisional Vice President Finance - GDE 159738 0 0 0 739 0 3855 0 382 0 164714 0 0 0 Schedule J, Part I, Line 4 Severance payments of $46,762 have been made to James A Morehouse during calendar year 2020. 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 19 167048 Market 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 gain from translation of foreign currency balances and other foreign currency transactions: $2,305; Split Interest Agreements adjustment gain: $40,639 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 India Private LTD F-301 2nd Floor Lado Sarai New Delhi IN 110030 Cross cultural training IN World Learning Inc C 266629 785336 0.9997 1 World Learning Australia Pty Ltd 20 Albert Street Blackburn Victoria AS 3130 Cross cultural training AS World Learning Inc C 259701 557302 1 1 World Learning SC Callejon del Carmen 101 Colonia Centro Oaxaca MX 68000 Cross cultural training MX World Learning Inc C 124420 7066 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 265358 99618 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 0 0 Fundacion World Learning (Argentina) p 548898 Actual expense reimbursement Centro del Programma Educational SIT (Panama) p 60695 Actual expense reimbursement Fundacion Privada World Learning (Spain) p 126609 Actual expense reimbursement Association of World Learning in Switzerland p 146920 Actual expense reimbursement World Learning Inc (Zanzibar) p 103532 Actual expense reimbursement World Learning India Private LTD p 217769 Actual expense reimbursement World Learning Australia Pty Ltd p 28960 Actual expense reimbursement World Learning SC p 51410 Actual expense reimbursement The School for International Training (S Africa) p 239621 Actual expense reimbursement World Learning Europe CIC p 2654 Actual expense reimbursement World Learning Iceland ehf p 379157 Actual expense reimbursement World Learning Chile p 88933 Actual expense reimbursement Yayasan World Learning Indonesia p 30932 Actual expense reimbursement